Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
THE H WINFIELD AND PHYLLIS TUCKER
FAMILY FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address) 946 F TUCKERTOWN ROAD
  Room/suite
City or town
WAKEFIELD
State or province
RI
Country  
ZIP or foreign postal code
02879
A Employer identification number

05-0514790
B Telephone number (see instructions)

4012943100
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$985,347J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 17,878 17,878  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -1,159
b Gross sales price for all assets on line 6a 61,657
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
208 208 0
12 Total. Add lines 1 through 11........ 16,927 18,086 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,750 0 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
5,957 5,957 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
550 550 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,257 6,507 0 0
25 Contributions, gifts, grants paid....... 47,000 47,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 56,257 6,507 0 47,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -39,330
b Net investment income (if negative, enter -0-) 11,579
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 79,793 34,641 34,641
2 Savings and temporary cash investments.........      
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 102,154 Click to see attachment
List of Attached Documents:
// Content
92,198 		204,744
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 462,071 Click to see attachment
List of Attached Documents:
// Content
477,849 		745,962
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 644,018 604,688 985,347
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 200,000 200,000
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 200,000 200,000
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 444,018 404,688
29 Total net assets or fund balances (see instructions)..... 444,018 404,688
30 Total liabilities and net assets/fund balances (see instructions). 644,018 604,688
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
444,018
2
Enter amount from Part I, line 27a .....................
2
-39,330
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
404,688
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
404,688
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a ABBVIE INC P 2020-05-11 2025-04-09
b ABBVIE INC P 2020-05-11 2025-11-03
c ADOBE P 2024-11-11 2025-04-09
d ADOBE P 2025-02-24 2025-04-09
e ADOBE P 2025-03-17 2025-04-09
ADOBE P 2025-04-04 2025-04-09
ADOBE P 2024-11-04 2025-04-09
ADOBE P 2025-03-07 2025-04-09
ADOBE P 2025-03-11 2025-04-09
ADOBE P 2024-11-01 2025-04-09
ADOBE P 2025-04-07 2025-04-09
ARES MANAGEMENT CORP CL A P 2024-09-12 2025-03-11
ARES MANAGEMENT CORP CL A P 2024-08-07 2025-04-03
ARES MANAGEMENT CORP CL A P 2024-09-04 2025-03-11
ARES MANAGEMENT CORP CL A P 2024-08-20 2025-03-11
ARES MANAGEMENT CORP CL A P 2024-09-10 2025-04-03
ARES MANAGEMENT CORP CL A P 2024-08-06 2025-04-03
ARES MANAGEMENT CORP CL A P 2024-09-13 2025-03-10
ARES MANAGEMENT CORP CL A P 2024-08-15 2025-03-10
ARES MANAGEMENT CORP CL A P 2024-09-17 2025-03-07
ARES MANAGEMENT CORP CL A P 2024-08-14 2025-03-11
BANK OF AMERICA CORP P 2024-11-01 2025-03-05
BANK OF AMERICA CORP P 2024-11-06 2025-02-20
BANK OF AMERICA CORP P 2024-11-04 2025-03-06
BANK OF NEW YORK MELLON CORP P 2024-12-19 2025-12-12
BANK OF NEW YORK MELLON CORP P 2024-12-19 2025-12-15
BANK OF NEW YORK MELLON CORP P 2024-12-19 2025-12-17
BANK OF NEW YORK MELLON CORP P 2025-05-06 2025-12-17
BANK OF NEW YORK MELLON CORP P 2024-12-19 2025-12-11
BANK OF NEW YORK MELLON CORP P 2024-12-19 2025-12-16
BECTON DICKINSON & CO P 2025-02-24 2025-03-06
BECTON DICKINSON & CO P 2024-11-04 2025-03-06
BECTON DICKINSON & CO P 2024-11-01 2025-03-05
BECTON DICKINSON & CO P 2024-11-01 2025-03-06
BECTON DICKINSON & CO P 2024-11-15 2025-03-06
BLACKROCK INC P 2024-11-04 2025-05-02
BLACKROCK INC P 2024-11-01 2025-02-18
BLACKROCK INC P 2024-11-01 2025-05-02
BLACKROCK INC P 2024-11-06 2025-02-18
BLACKROCK INC P 2024-11-07 2025-02-18
BLACKROCK INC P 2024-11-07 2025-02-18
BLACKROCK INC P 2024-11-01 2025-02-14
BLACKROCK INC P 2024-11-07 2025-02-14
BLACKROCK INC P 2024-11-06 2025-02-14
BLACKROCK INC P 2024-11-01 2025-02-14
BLACKROCK INC P 2024-11-01 2025-05-02
BLACKROCK INC P 2024-11-04 2025-05-02
BROADCOM INC P 2014-10-07 2025-10-03
BUILDERS FIRSTSOURCE INC P 2024-06-25 2025-02-24
BUILDERS FIRSTSOURCE INC P 2024-06-25 2025-01-10
BUILDERS FIRSTSOURCE INC P 2024-06-25 2025-02-20
CHENIERE ENERGY INC NEW P 2025-08-04 2025-12-29
CHENIERE ENERGY INC NEW P 2025-02-14 2025-12-29
CHENIERE ENERGY INC NEW P 2025-04-03 2025-12-29
CHENIERE ENERGY INC NEW P 2025-08-04 2025-12-29
CHIPOTLE MEXICAN GRILL INC P 2025-04-09 2025-12-05
CHUBB LTD P 2025-03-13 2025-07-02
CHUBB LTD P 2025-01-10 2025-09-02
CHUBB LTD P 2025-02-24 2025-07-23
CHUBB LTD P 2024-11-04 2025-07-15
CHUBB LTD P 2025-04-03 2025-07-03
CHUBB LTD P 2025-03-05 2025-07-02
CHUBB LTD P 2024-11-01 2025-07-02
CHUBB LTD P 2025-03-11 2025-07-03
CHUBB LTD P 2025-03-11 2025-07-02
CHUBB LTD P 2024-11-06 2025-07-02
CHUBB LTD P 2025-04-04 2025-07-02
CLEAN HARBORS P 2024-07-01 2025-02-14
CLEAN HARBORS P 2024-07-10 2025-01-16
CLEAN HARBORS P 2024-07-01 2025-02-18
CLEAN HARBORS P 2024-07-03 2025-01-16
CLEAN HARBORS P 2024-07-01 2025-02-19
CLEAN HARBORS P 2024-07-02 2025-02-19
CLEAN HARBORS P 2024-07-01 2025-01-16
CLEAN HARBORS P 2024-07-03 2025-01-02
CME GROUP INC P 2024-11-01 2025-09-15
CME GROUP INC P 2025-04-03 2025-04-08
CME GROUP INC P 2025-03-12 2025-04-08
CME GROUP INC P 2025-03-11 2025-04-08
CME GROUP INC P 2024-11-01 2025-04-08
CME GROUP INC P 2024-12-20 2025-04-08
CME GROUP INC P 2025-03-05 2025-04-08
CME GROUP INC P 2025-04-07 2025-04-08
CME GROUP INC P 2025-04-04 2025-04-08
CME GROUP INC P 2024-11-01 2025-09-16
CME GROUP INC P 2025-02-24 2025-04-08
COLGATE PALMOLIVE CO P 2024-11-04 2025-12-05
COLGATE PALMOLIVE CO P 2025-03-12 2025-12-05
COLGATE PALMOLIVE CO P 2025-03-11 2025-12-05
COLGATE PALMOLIVE CO P 2024-11-01 2025-12-05
COLGATE PALMOLIVE CO P 2025-02-24 2025-12-05
COLGATE PALMOLIVE CO P 2025-04-22 2025-12-05
COLGATE PALMOLIVE CO P 2025-04-03 2025-12-05
COLGATE PALMOLIVE CO P 2025-03-05 2025-12-05
COLGATE PALMOLIVE CO P 2024-11-11 2025-12-05
COLGATE PALMOLIVE CO P 2024-11-06 2025-12-05
COLGATE PALMOLIVE CO P 2025-04-04 2025-12-05
COMCAST CORP CLASS A P 2014-10-07 2025-11-03
COMCAST CORP CLASS A P 2014-10-07 2025-10-31
COMCAST CORP CLASS A P 2014-10-07 2025-11-19
COMCAST CORP CLASS A P 2014-10-07 2025-11-18
COMCAST CORP CLASS A P 2014-10-07 2025-10-17
COMCAST CORP CLASS A P 2014-10-07 2025-10-20
COMCAST CORP CLASS A P 2014-10-07 2025-10-17
COMCAST CORP CLASS A P 2014-10-07 2025-10-02
CROWN CASTLE INC P 2024-11-01 2025-12-05
CROWN CASTLE INC P 2024-11-04 2025-12-05
CROWN CASTLE INC P 2024-11-06 2025-12-05
CUMMINS INC P 2024-11-01 2025-12-08
CUMMINS INC P 2024-11-04 2025-12-09
CUMMINS INC P 2024-11-06 2025-12-09
CUMMINS INC P 2024-11-01 2025-12-09
FISERV INC P 2025-01-13 2025-10-02
FISERV INC P 2025-02-24 2025-10-02
FISERV INC P 2024-12-13 2025-10-02
FISERV INC P 2025-03-12 2025-10-02
FISERV INC P 2025-03-11 2025-10-02
FISERV INC P 2025-02-25 2025-10-02
FISERV INC P 2025-04-04 2025-10-02
FISERV INC P 2025-04-03 2025-10-02
FISERV INC P 2025-03-07 2025-10-02
GENL DYNAMICS CORP P 2024-11-08 2025-09-22
GENL DYNAMICS CORP P 2024-11-08 2025-09-17
GOLDMAN SACHS GRP INC P 2025-02-24 2025-05-06
GOLDMAN SACHS GRP INC P 2024-11-06 2025-05-06
GOLDMAN SACHS GRP INC P 2025-03-05 2025-05-06
GOLDMAN SACHS GRP INC P 2025-03-05 2025-05-06
GOLDMAN SACHS GRP INC P 2025-02-24 2025-05-06
HOME DEPOT INC P 2024-11-04 2025-12-05
HOME DEPOT INC P 2024-12-13 2025-12-05
HOME DEPOT INC P 2024-11-01 2025-12-05
HOME DEPOT INC P 2024-11-06 2025-12-05
HOME DEPOT INC P 2025-03-07 2025-12-05
HOME DEPOT INC P 2024-12-13 2025-12-05
HOME DEPOT INC P 2024-11-01 2025-12-05
HOME DEPOT INC P 2025-03-07 2025-12-05
HOME DEPOT INC P 2024-01-04 2025-12-05
HOME DEPOT INC P 2024-11-06 2025-12-05
HUBSPOT INC P 2022-02-23 2025-04-09
HUBSPOT INC P 2022-01-06 2025-04-04
HUBSPOT INC P 2022-06-09 2025-11-18
HUBSPOT INC P 2022-01-27 2025-08-12
INVESCO S&P 500 EQUAL WEIGHT E P 2024-12-17 2025-03-28
IONIS PHARMACEUTICALS INC P 2016-02-25 2025-01-10
IONIS PHARMACEUTICALS INC P 2016-02-11 2025-01-10
ISHARES RUSSELL 1000 VALUE ETF P 2025-10-02 2025-10-16
ISHARES RUSSELL 1000 VALUE ETF P 2024-12-17 2025-01-16
ISHARES RUSSELL 1000 VALUE ETF P 2024-12-16 2025-01-16
ISHARES RUSSELL 1000 VALUE ETF P 2025-09-15 2025-10-16
ISHARES RUSSELL 1000 VALUE ETF P 2025-09-22 2025-10-17
ISHARES RUSSELL 1000 VALUE ETF P 2025-09-15 2025-10-17
ISHARES RUSSELL 1000 VALUE ETF P 2025-01-02 2025-03-12
ISHARES RUSSELL 1000 VALUE ETF P 2025-09-24 2025-10-17
ISHARES RUSSELL 1000 VALUE ETF P 2025-09-25 2025-10-17
ISHARES RUSSELL 1000 VALUE ETF P 2025-10-01 2025-10-16
ISHARES RUSSELL 1000 VALUE ETF P 2024-12-26 2025-03-04
ISHARES RUSSELL 1000 VALUE ETF P 2024-12-20 2025-03-07
ISHARES RUSSELL 1000 VALUE ETF P 2024-12-23 2025-03-11
ISHARES RUSSELL 1000 VALUE ETF P 2025-09-15 2025-10-17
ISHARES RUSSELL 1000 VALUE ETF P 2025-09-15 2025-10-17
ISHARES RUSSELL 1000 VALUE ETF P 2025-09-25 2025-10-17
ISHARES RUSSELL 1000 VALUE ETF P 2025-01-10 2025-03-12
ISHARES RUSSELL 1000 VALUE ETF P 2024-12-31 2025-03-11
ISHARES RUSSELL 1000 VALUE ETF P 2024-12-31 2025-03-11
ISHARES RUSSELL 1000 VALUE ETF P 2024-12-18 2025-03-07
ISHARES RUSSELL 1000 VALUE ETF P 2024-12-19 2025-03-11
ISHARES RUSSELL 1000 VALUE ETF P 2025-01-13 2025-03-11
KEURIG DR PEPPER INC P 2025-04-11 2025-09-15
KEURIG DR PEPPER INC P 2025-04-09 2025-09-15
KEURIG DR PEPPER INC P 2025-12-01 2025-12-16
KEURIG DR PEPPER INC P 2025-05-06 2025-09-15
KEURIG DR PEPPER INC P 2025-10-17 2025-12-16
KEURIG DR PEPPER INC P 2025-04-08 2025-09-15
LIBERTY MEDIA COR SER C P 2024-09-17 2025-04-09
M&T BANK CORP P 2025-04-03 2025-10-02
M&T BANK CORP P 2025-03-11 2025-10-02
M&T BANK CORP P 2024-11-06 2025-10-02
M&T BANK CORP P 2025-03-10 2025-10-02
M&T BANK CORP P 2025-04-04 2025-10-02
M&T BANK CORP P 2024-11-04 2025-10-02
M&T BANK CORP P 2024-11-01 2025-10-02
M&T BANK CORP P 2024-12-22 2025-10-02
M&T BANK CORP P 2025-03-12 2025-10-02
META PLATFORMS INC CL A P 2025-03-05 2025-11-14
META PLATFORMS INC CL A P 2025-02-24 2025-11-14
MONSTER BEVERAGE CORP P 2025-04-03 2025-08-01
MSCI INC P 2024-09-24 2025-03-07
MSCI INC P 2024-08-23 2025-02-12
NETFLIX INC P 2024-11-01 2025-11-17
NORTHROP GRUMMAN CP P 2024-11-06 2025-09-15
NORTHROP GRUMMAN CP P 2024-11-01 2025-09-15
NORTHROP GRUMMAN CP P 2024-11-01 2025-09-15
ORACLE CORP P 2025-07-03 2025-12-29
ORACLE CORP P 2025-07-07 2025-12-29
ORACLE CORP P 2025-07-09 2025-12-29
ORACLE CORP P 2025-10-02 2025-12-29
ORACLE CORP P 2025-07-21 2025-12-29
ORACLE CORP P 2025-07-15 2025-12-29
ORACLE CORP P 2025-07-29 2025-12-29
ORACLE CORP P 2025-07-02 2025-12-29
ORACLE CORP P 2025-07-24 2025-12-29
ORACLE CORP P 2025-07-08 2025-12-29
ORACLE CORP P 2025-11-03 2025-12-29
PAYLOCITY HOLDINGS CORPORATION P 2023-11-29 2025-09-15
PAYLOCITY HOLDINGS CORPORATION P 2023-11-01 2025-04-09
PAYLOCITY HOLDINGS CORPORATION P 2023-11-01 2025-09-02
PAYLOCITY HOLDINGS CORPORATION P 2023-11-01 2025-04-09
PAYLOCITY HOLDINGS CORPORATION P 2023-11-01 2025-09-02
PAYLOCITY HOLDINGS CORPORATION P 2023-12-08 2025-09-15
PAYLOCITY HOLDINGS CORPORATION P 2023-12-07 2025-09-15
PAYLOCITY HOLDINGS CORPORATION P 2023-12-11 2025-09-15
PAYLOCITY HOLDINGS CORPORATION P 2023-11-01 2025-09-15
PAYLOCITY HOLDINGS CORPORATION P 2023-11-28 2025-09-15
PINTEREST INC P 2023-06-06 2025-04-09
PINTEREST INC P 2023-08-29 2025-04-04
PINTEREST INC P 2023-06-27 2025-04-04
PINTEREST INC P 2023-07-25 2025-04-04
PINTEREST INC P 2023-04-28 2025-04-09
PINTEREST INC P 2023-06-14 2025-04-09
PINTEREST INC P 2023-05-05 2025-04-09
PROCTER & GAMBLE P 2024-11-04 2025-12-05
PROCTER & GAMBLE P 2024-11-06 2025-12-05
PROCTER & GAMBLE P 2024-11-07 2025-12-05
PROCTER & GAMBLE P 2025-03-11 2025-12-05
PROCTER & GAMBLE P 2025-03-05 2025-12-05
PROCTER & GAMBLE P 2025-03-05 2025-12-05
PROCTER & GAMBLE P 2024-11-01 2025-12-05
PROCTER & GAMBLE P 2025-02-24 2025-12-05
PROCTER & GAMBLE P 2025-02-24 2025-12-05
PROCTER & GAMBLE P 2025-03-14 2025-12-05
PROCTER & GAMBLE P 2025-03-11 2025-12-05
PROCTER & GAMBLE P 2024-11-04 2025-12-05
PROCTER & GAMBLE P 2024-11-01 2025-12-05
PROCTER & GAMBLE P 2024-11-06 2025-12-05
PROCTER & GAMBLE P 2024-11-07 2025-12-05
PROCTER & GAMBLE P 2025-03-14 2025-12-05
PROLOGIS INC P 2025-02-24 2025-11-09
PROLOGIS INC P 2024-11-01 2025-11-19
PROLOGIS INC P 2024-11-01 2025-11-18
PROLOGIS INC P 2025-02-24 2025-11-09
PROLOGIS INC P 2025-03-04 2025-11-09
PROLOGIS INC P 2025-03-04 2025-11-09
SANDISK CORPORATION P 2016-05-04 2025-04-11
SANDISK CORPORATION P 2016-05-04 2025-02-24
SERVICENOW INC P 2024-03-04 2025-04-03
SERVICENOW INC P 2023-09-26 2025-12-18
SERVICENOW INC P 2024-04-17 2025-04-04
SERVICENOW INC P 2024-04-17 2025-04-04
SERVICENOW INC P 2024-04-23 2025-04-04
SOLSTICE ADVANCED MATLS INC P 2024-11-06 2025-10-31
SOLSTICE ADVANCED MATLS INC P 2024-11-04 2025-10-31
SOLSTICE ADVANCED MATLS INC P 2024-11-01 2025-10-31
SOLSTICE ADVANCED MATLS INC P 2024-12-20 2025-10-31
SOLSTICE ADVANCED MATLS INC P 2025-05-06 2025-10-31
SOLSTICE ADVANCED MATLS INC P 2024-11-01 2025-10-30
SOLSTICE ADVANCED MATLS INC P 2025-04-04 2025-10-31
SPDR BLOOMBERG 1-3 MONTH T-B P 2025-04-09 2025-09-17
SPDR BLOOMBERG 1-3 MONTH T-B P 2024-11-04 2025-05-06
SPDR BLOOMBERG 1-3 MONTH T-B P 2025-02-24 2025-05-06
SPDR BLOOMBERG 1-3 MONTH T-B P 2025-04-09 2025-10-09
SPDR BLOOMBERG 1-3 MONTH T-B P 2025-04-09 2025-10-03
SPDR BLOOMBERG 1-3 MONTH T-B P 2025-04-09 2025-10-03
SPDR BLOOMBERG 1-3 MONTH T-B P 2025-02-12 2025-05-06
SPDR BLOOMBERG 1-3 MONTH T-B P 2025-03-04 2025-10-03
SPDR BLOOMBERG 1-3 MONTH T-B P 2024-11-01 2025-10-03
SPDR BLOOMBERG 1-3 MONTH T-B P 2025-04-09 2025-07-01
SPDR BLOOMBERG 1-3 MONTH T-B P 2025-04-09 2025-07-01
SPDR BLOOMBERG 1-3 MONTH T-B P 2025-02-13 2025-05-06
SPDR BLOOMBERG 1-3 MONTH T-B P 2025-04-09 2025-10-03
SPDR BLOOMBERG 1-3 MONTH T-B P 2025-04-09 2025-10-03
SPDR BLOOMBERG 1-3 MONTH T-B P 2024-11-04 2025-05-06
SPDR BLOOMBERG 1-3 MONTH T-B P 2025-04-09 2025-05-06
SPDR BLOOMBERG 1-3 MONTH T-B P 2024-11-06 2025-05-06
SPDR BLOOMBERG 1-3 MONTH T-B P 2025-02-13 2025-05-06
SPDR BLOOMBERG 1-3 MONTH T-B P 2025-04-09 2025-05-06
SPDR BLOOMBERG 1-3 MONTH T-B P 2025-04-09 2025-10-03
SPDR BLOOMBERG 1-3 MONTH T-B P 2025-02-24 2025-05-06
SPDR BLOOMBERG 1-3 MONTH T-B P 2024-11-01 2025-10-03
SPDR S&P 500 ETF TRUST P 2024-12-20 2025-01-16
SPDR S&P 500 ETF TRUST P 2024-12-18 2025-01-16
SPDR S&P 500 ETF TRUST P 2024-12-23 2025-01-16
SPDR S&P 500 ETF TRUST P 2025-01-13 2025-02-25
SPDR S&P 500 ETF TRUST P 2024-12-16 2025-01-16
SPDR S&P 500 ETF TRUST P 2024-12-19 2025-02-25
SPDR S&P 500 ETF TRUST P 2024-12-31 2025-03-04
SPDR S&P 500 ETF TRUST P 2025-01-13 2025-03-04
SPDR S&P 500 ETF TRUST P 2025-01-10 2025-03-04
SPDR S&P 500 ETF TRUST P 2025-01-10 2025-03-04
SPDR S&P 500 ETF TRUST P 2024-12-19 2025-02-28
SPDR S&P 500 ETF TRUST P 2025-01-02 2025-03-04
STARBUCKS CORP WASHINGTON P 2024-09-17 2025-04-03
STARBUCKS CORP WASHINGTON P 2023-06-29 2025-03-12
STARBUCKS CORP WASHINGTON P 2023-06-28 2025-03-12
STARBUCKS CORP WASHINGTON P 2023-08-15 2025-03-12
TRANSDIGM GROUP INC P 2024-11-01 2025-09-02
TRANSDIGM GROUP INC P 2025-03-11 2025-09-02
TRANSDIGM GROUP INC P 2025-04-04 2025-09-02
TRANSDIGM GROUP INC P 2024-11-06 2025-09-02
TRANSDIGM GROUP INC P 2025-03-05 2025-09-02
TRANSDIGM GROUP INC P 2025-03-07 2025-09-02
TRANSDIGM GROUP INC P 2024-11-04 2025-09-02
TRANSDIGM GROUP INC P 2025-04-03 2025-09-02
TRANSDIGM GROUP INC P 2025-02-24 2025-09-02
VERTIV HOLDINGS LLC P 2024-07-29 2025-03-28
VERTIV HOLDINGS LLC P 2024-07-19 2025-02-24
VERTIV HOLDINGS LLC P 2024-07-02 2025-02-24
VERTIV HOLDINGS LLC P 2024-07-09 2025-02-24
VERTIV HOLDINGS LLC P 2024-06-18 2025-02-24
VERTIV HOLDINGS LLC P 2024-07-23 2025-02-24
VERTIV HOLDINGS LLC P 2024-07-11 2025-02-24
VERTIV HOLDINGS LLC P 2024-07-03 2025-02-24
VERTIV HOLDINGS LLC P 2024-07-24 2025-02-24
VERTIV HOLDINGS LLC P 2024-06-27 2025-02-24
VERTIV HOLDINGS LLC P 2024-08-06 2025-04-03
VERTIV HOLDINGS LLC P 2024-07-24 2025-03-04
W W GRAINGER INC P 2024-02-02 2025-02-24
W W GRAINGER INC P 2024-02-02 2025-02-19
W W GRAINGER INC P 2024-03-04 2025-02-19
W W GRAINGER INC P 2024-02-02 2025-02-19
W W GRAINGER INC P 2024-02-02 2025-04-04
W W GRAINGER INC P 2024-02-02 2025-04-04
WESTERN DIGITAL CORPORATION P 2016-05-04 2025-04-07
WESTERN DIGITAL CORPORATION P 2016-05-13 2025-04-07
WESTERN DIGITAL CORPORATION P 2016-05-04 2025-04-04
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3   1 2
b 4   2 2
c 8   12 -4
d 7   9 -2
e 4   4 0
10   10 0
3   5 -2
6   8 -2
5   6 -1
76   109 -33
3   3 0
167   166 1
286   285 1
402   396 6
517   520 -3
214   218 -4
286   285 1
109   111 -2
121   122 -1
505   514 -9
249   250 -1
1,080   1,082 -2
43   42 1
59   60 -1
124   81 43
273   178 95
46   31 15
79   57 22
90   58 32
500   334 166
11   12 -1
8   8 0
105   110 -5
59   62 -3
4   4 0
38   40 -2
57   58 -1
511   542 -31
11   11 0
251   269 -18
132   141 -9
268   271 -3
59   63 -4
24   26 -2
282   285 -3
1   1 0
17   18 -1
2     2
221   218 3
100   97 3
65   62 3
359   451 -92
176   196 -20
16   19 -3
153   193 -40
250   365 -115
11   11 0
11   10 1
16   17 -1
22   22 0
12   13 -1
19   19 0
414   416 -2
7   7 0
23   24 -1
15   15 0
62   63 -1
279   268 11
20   18 2
160   156 4
207   193 14
456   466 -10
2   2 0
146   135 11
26   25 1
8   7 1
16   16 0
16   16 0
36   37 -1
17   15 2
11   11 0
16   16 0
15   15 0
64   65 -1
6   5 1
32   31 1
21   26 -5
17   20 -3
33   40 -7
436   525 -89
30   35 -5
13   16 -3
13   16 -3
15   18 -3
10   11 -1
19   22 -3
59   70 -11
2   2 0
897   866 31
127   124 3
219   212 7
8   7 1
      0
21   19 2
502   430 72
490   583 -93
27   32 -5
18   21 -3
195   126 69
20   13 7
18   13 5
156   102 54
2   4 -2
5   10 -5
104   170 -66
4   7 -3
5   8 -3
3   6 -3
12   20 -8
7   12 -5
7   12 -5
      0
      0
57   65 -8
28   30 -2
31   33 -2
8   9 -1
220   251 -31
46   52 -6
25   29 -4
204   228 -24
4   5 -1
8   9 -1
97   114 -17
860   962 -102
28   30 -2
11   12 -1
19   21 -2
543   480 63
990   1,058 -68
1,074   1,080 -6
429   434 -5
17,216   18,058 -842
66   67 -1
434   435 -1
153   154 -1
136   136 0
1,275   1,275 0
168   167 1
18   18 0
48   48 0
93   93 0
51   51 0
51   51 0
72   72 0
54   54 0
427   424 3
220   224 -4
310   311 -1
236   237 -1
2   2 0
168   168 0
63   64 -1
11   11 0
266   265 1
278   280 -2
112   113 -1
7   9 -2
306   393 -87
77   75 2
65   82 -17
313   306 7
21   27 -6
240   229 11
13   12 1
24   21 3
15   16 -1
12   11 1
68   55 13
24   24 0
464   460 4
13   13 0
15   13 2
13   14 -1
104   115 -11
11   11 0
282   283 -1
501   500 1
90   62 28
14   13 1
343   303 40
43   38 5
5   6 -1
1   2 -1
13   15 -2
54   80 -26
3   3 0
4   5 -1
1   2 -1
23   27 -4
2   3 -1
2   2 0
312   412 -100
148   136 12
64   61 3
5   5 0
296   262 34
3   3 0
115   105 10
131   119 12
54   49 5
278   269 9
140   124 16
302   309 -7
70   74 -4
302   307 -5
182   192 -10
315   295 20
279   282 -3
121   105 16
8   9 -1
9   10 -1
91   103 -12
6   7 -1
27   33 -6
3   4 -1
319   368 -49
46   55 -9
5   6 -1
21   24 -3
57   69 -12
15   17 -2
165   190 -25
17   19 -2
284   322 -38
2   3 -1
30   30 0
150   140 10
421   388 33
7   7 0
5   5 0
21   21 0
229   231 -2
40   24 16
330   325 5
2   2 0
187   189 -2
1   1 0
139   142 -3
2   2 0
3   3 0
28   30 -2
2   2 0
3   3 0
27   30 -3
7   7 0
29   29 0
4   4 0
66   66 0
5   5 0
12   12 0
4   4 0
1   1 0
5   5 0
9   9 0
32   32 0
2   2 0
6   6 0
5   5 0
25   25 0
2   2 0
31   31 0
2   2 0
1   1 0
25   25 0
26   26 0
12   12 0
5   5 0
42   42 0
27   27 0
22   22 0
7   7 0
161   165 -4
27   27 0
10   10 0
11   11 0
10   11 -1
13   13 0
5   5 0
13   13 0
532   577 -45
170   171 -1
493   496 -3
3   3 0
305   309 -4
23   24 -1
43   41 2
14   15 -1
9   10 -1
12   12 0
17   17 0
25   26 -1
17   17 0
462   490 -28
157   145 12
490   463 27
190   192 -2
1,051   1,075 -24
75   73 2
496   498 -2
156   155 1
60   54 6
471   442 29
197   201 -4
326   323 3
964   909 55
11   10 1
291   284 7
23   22 1
3,107   3,081 26
167   166 1
595   564 31
34   30 4
234   226 8
39     39
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2
b       2
c       -4
d       -2
e       0
      0
      -2
      -2
      -1
      -33
      0
      1
      1
      6
      -3
      -4
      1
      -2
      -1
      -9
      -1
      -2
      1
      -1
      43
      95
      15
      22
      32
      166
      -1
      0
      -5
      -3
      0
      -2
      -1
      -31
      0
      -18
      -9
      -3
      -4
      -2
      -3
      0
      -1
      2
      3
      3
      3
      -92
      -20
      -3
      -40
      -115
      0
      1
      -1
      0
      -1
      0
      -2
      0
      -1
      0
      -1
      11
      2
      4
      14
      -10
      0
      11
      1
      1
      0
      0
      -1
      2
      0
      0
      0
      -1
      1
      1
      -5
      -3
      -7
      -89
      -5
      -3
      -3
      -3
      -1
      -3
      -11
      0
      31
      3
      7
      1
      0
      2
      72
      -93
      -5
      -3
      69
      7
      5
      54
      -2
      -5
      -66
      -3
      -3
      -3
      -8
      -5
      -5
      0
      0
      -8
      -2
      -2
      -1
      -31
      -6
      -4
      -24
      -1
      -1
      -17
      -102
      -2
      -1
      -2
      63
      -68
      -6
      -5
      -842
      -1
      -1
      -1
      0
      0
      1
      0
      0
      0
      0
      0
      0
      0
      3
      -4
      -1
      -1
      0
      0
      -1
      0
      1
      -2
      -1
      -2
      -87
      2
      -17
      7
      -6
      11
      1
      3
      -1
      1
      13
      0
      4
      0
      2
      -1
      -11
      0
      -1
      1
      28
      1
      40
      5
      -1
      -1
      -2
      -26
      0
      -1
      -1
      -4
      -1
      0
      -100
      12
      3
      0
      34
      0
      10
      12
      5
      9
      16
      -7
      -4
      -5
      -10
      20
      -3
      16
      -1
      -1
      -12
      -1
      -6
      -1
      -49
      -9
      -1
      -3
      -12
      -2
      -25
      -2
      -38
      -1
      0
      10
      33
      0
      0
      0
      -2
      16
      5
      0
      -2
      0
      -3
      0
      0
      -2
      0
      0
      -3
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      -4
      0
      0
      0
      -1
      0
      0
      0
      -45
      -1
      -3
      0
      -4
      -1
      2
      -1
      -1
      0
      0
      -1
      0
      -28
      12
      27
      -2
      -24
      2
      -2
      1
      6
      29
      -4
      3
      55
      1
      7
      1
      26
      1
      31
      4
      8
      39
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -1,159
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3 -1,293
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 161
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 161
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 161
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 161
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
 
No
Website addressN/A
14
The books are in care ofEVE KEENAN Telephone no. (401) 783-3972

Located at946 F TUCKERTOWN ROADWAKEFIELDRI ZIP+402879
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
EVE B KEENAN DIRECTOR, TREASURER, PRESIDENT
0.25 		0 0 0
946F TUCKERTOWN ROAD
WAKEFIELD,RI02879
LINDA D TUCKER DIRECTOR, SECRETARY
0.25 		0 0 0
946F TUCKERTOWN ROAD
WAKEFIELD,RI02879
BONNIE T L'ETOILE DIRECTOR, VICE PRESIDENT
0.25 		0 0 0
946F TUCKERTOWN ROAD
WAKEFIELD,RI02879
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
940,538
b
Average of monthly cash balances.......................
1b
49,405
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
989,943
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
989,943
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
14,849
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
975,094
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
48,755
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
48,755
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
161
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
161
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
48,594
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
48,594
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
48,594
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
47,000
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
47,000
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 48,594
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 25,354
b From 2021......  
c From 2022......  
d From 2023...... 18,272
e From 2024...... 44,005
f Total of lines 3a through e ........ 87,631
4Qualifying distributions for 2025 from Part
XI, line 4: $ 47,000
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 47,000
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 1,594 1,594
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 86,037
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		23,760
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		62,277
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 .... 18,272
d Excess from 2024 .... 44,005
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

BEAGLE FAMILY ENDOWMENT - URIFAE

PO BOX 1700
KINGSTON,RI02881 		NONE   FOR ITS GENERAL USES AND PURPOSES 500

DOMESTIC VIOLENCE RESOURCE CENTER OF SOUTH COUNTY

61 MAIN STREET
WAKEFIELD,RI02879 		NONE   FOR ITS GENERAL USES AND PURPOSES 3,000

GAMM THEATRE

1245 JEFFERSON BLVD
WARWICK,RI02886 		NONE   FOR ITS GENERAL USES AND PURPOSES 2,000

GBH BOSTON PUBLIC TV

PO BOX 55875
BOSTON,MA02205 		NONE   FOR ITS GENERAL USES AND PURPOSES 2,000

JONNY CAKE CENTER

1231 KINGSTOWN ROAD
PEACE DALE,RI02879 		NONE   FOR ITS GENERAL USES AND PURPOSES 10,000

OCEAN STATE MEDIA

50 PARK LANE
PROVIDENCE,RI02907 		NONE   FOR ITS GENERAL USES AND PURPOSES 2,000

PEACE DALE CONGREGATIONAL CHURCH

261 COLUMBIA STREET
PEACE DALE,RI02879 		NONE   FOR ITS GENERAL USES AND PURPOSES 13,000

RHODE ISLAND COMMUNITY FOOD BANK

200 NIANTIC AVENUE
PROVIDENCE,RI02907 		NONE   FOR ITS GENERAL USES AND PURPOSES 5,000

SOUTH KINGSTOWN LAND TRUST

17 MATUNUCK BEACH ROAD
WAKEFIELD,RI02879 		NONE   FOR ITS GENERAL USES AND PURPOSES 1,000

THE CONTEMPORARY THEATRE

327 MAIN STREET
WAKEFIELD,RI02879 		NONE   FOR ITS GENERAL USES AND PURPOSES 1,000

URI FOUNDATION

79 UPPER COLLEGE RD
KINGSTON,RI02881 		NONE   FOR ITS GENERAL USES AND PURPOSES 5,000

WARM CENTER

56 SPRUCE STREET
WESTERLY,RI02891 		NONE   FOR ITS GENERAL USES AND PURPOSES 2,500
Total ................................. 3a 47,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 17,878  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 208  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -1,159  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 16,927 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
16,927
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
THE H WINFIELD AND PHYLLIS TUCKER
 
FAMILY FOUNDATION INC
EIN:
05-0514790
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 2,750 0 0 0

TY 2025 InvestmentsCorpStockSchedule
Name:
THE H WINFIELD AND PHYLLIS TUCKER
 
FAMILY FOUNDATION INC
EIN:
05-0514790
Name of Stock End of Year Book Value End of Year Fair Market Value
INSULET CORP 1,126 1,622
WALT DISNEY CO HLDG CO 210 253
WESTERN DIGITAL CORPORATION 53 331
SEMPRA 987 1,061
VISA INC CL A 441 504
MICROSOFT CORP 1,810 2,005
JPMORGAN CHASE & CO 1,585 2,266
L3 HARRIS TECHOLOGIES INC COM 2,326 7,926
LIBERTY MEDIA CORP SER A 154 466
LIBERTY MEDIA CORP SER C 1,735 2,777
MCDONALDS CORP 502 514
JOHNSON CTLS INTL PLC 2,843 8,918
VERTEX PHARMACEUTICALS 3,672 14,391
US BANCORP COM NEW 287 332
TRANE TECHNOLOGIES PLC 713 701
SERVICENOW INC 2,803 3,830
SHERWIN WILLIAMS COMPANY OHIO 1,117 1,015
SHOPIFY INC 2,317 5,673
TE CONNECTIVITY PLC 4,048 15,926
TESLA 186 320
THERMO FISHER SCIENTIFIC 766 917
TJX COS INC NEW 4,707 8,459
TKO GROUP HOLDINGS INC CL A 2,407 4,202
T-MOBILE US INC COM 788 690
SEAGATE TECHNOLOGY PLC 638 4,754
UBER TECHNOLOGIES 174 194
UNITEDHEALTH GP INC 1,196 4,666
MERCK & CO INC NEW COM 546 584
WELLTOWER INC 351 445
META PLATFORMS 727 875
MONSTER BEVERAGE CORP NEW COM 264 378
INTUIT INC 161 157
JOHNSON & JOHNSON 3,039 4,181
KEURIG DR PEPPER INC COM 1,365 1,387
LOCKHEED MARTIN CORP 1,154 1,176
PFIZER INC 535 493
PHILIP MORRIS INTL INC 375 363
GILEAD SCIENCE 615 685
PROGRESSIVE CORP OHIO 348 299
SANDISK CORPORATION 27 237
SLB LIMITED 646 618
STRYKER CORP 228 218
UNION PACIFIC CORP 776 771
WALMART INC 319 378
WELLS FARGO & CO NEW 781 1,032
S&P GLOBAL INC COM 249 260
GE VERNOVA INC 216 351
ECOLAB INC 234 245
COSTCO WHOLESALE CORP NEW 346 324
NETFLIX INC 367 425
NEXTRA ENERGY INC 686 725
NVIDIA CORPORATION 1,206 1,632
NORTHOP GRUMMAN CP 275 320
PALO ALTO NETWORKS INC 160 163
PROLOGIS INC COM 515 601
ABBVIE 1,085 2,943
ABBOTT LABORATORIES 316 300
AMERICAN TOWER CORP 435 372
BOSTON SCIENTIFIC CORP 85 80
COCA COLA CO 434 443
SALESFORCE INC 597 574
CROWN CASTLE INC 14 15
WILLIAMS CO INC 464 486
ELI LILLY & CO 454 588
GENL DYNAMICS CORP 1,094 1,319
ALPHABET INC CL A 1,669 3,013
AMAZON INC 858 1,006
HONEYWELL INTL INC 1,320 1,313
BERKSHIRE HATHAWAY CL-B 388 418
AMGEN INC 727 767
ANALOG DEVICES 1,179 1,506
ADVANCED MICRO DEVICES 374 702
FREEPORT-MCMORAN INC 1,234 4,673
APPLE INC 3,271 3,903
AUTODESK INC DELAWARE 12 57
HOME DEPOT INC 305 290
EXXON MOBILE CORP 1,698 1,785
AT&T INC 846 931
BLACKSTONE INC 822 839
GOLDMAN SACHS GRP INC 1,297 2,194
BROADCOM LTD SHS 811 31,901
CROWDSTRIKE HLDGS INC CL A 5,941 16,610
EATON CORP PLC SHS 932 907
DOLBY CLA A COM STK 1,608 2,954
DOCUSIGN INC 461 547
DELL TECHNOLOGIES INC 630 698
HUBSPOT, INC 264 401
DOXIMITY INC CL A 1,033 1,417
COMCAST CORP (NEW) CLASS A 75 86
CME GROUP 430 523
CINTAS CORP 2,073 3,049
CHENIERE ENERGY INC NEW 307 312
CONSTELLATION ENEGRY GROUP 553 786

TY 2025 InvestmentsOtherSchedule2
Name:
THE H WINFIELD AND PHYLLIS TUCKER
 
FAMILY FOUNDATION INC
EIN:
05-0514790
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ISHARES RUSSELL 1000 GRW EFT AT COST 29,882 84,247
WISDOMTREE TRUST JAPN HEDGE EQ AT COST 12,059 28,976
ISHARES RUSSELL 2000 GRWTH ETF AT COST 11,856 13,160
ISHARES RUSSELL 2000 VALUE ETF AT COST 9,831 11,946
ISHARES RUSSELL MIDCAP G ETF AT COST 4,672 10,868
ISHARES RUSSELL MIDCAP V ETF AT COST 7,501 13,813
ISHARES US INFRASTRUCTURE ETF AT COST 2,146 2,445
JPMORGAN ULTRA-SHORT INCOME AT COST 10,257 10,371
JOHN HANCOCK BOND I AT COST 4,890 4,985
GLOBAL X US INF DEV ETF AT COST 9,552 11,789
FT NORTH AMERICAN ENERGY INFRA AT COST 16,622 25,322
DBX ETF TR XTRACK MSCI EURP AT COST 7,374 10,560
SPDR GOLD TR GOLD SHS AT COST 43,209 92,471
ISHARES INTL SELECT DIV ETF AT COST 29,132 47,103
ISHARES US TREASURY BOND AT COST 109 115
ISHARES INC MSCI JAPAN ETF AT COST 5,924 7,024
INVESCO PREM US GOVT MNY INST AT COST 14,340 14,340
ISHARES IBOXX HY COR BD ETF AT COST 3,977 3,709
ABRDN SILVER ETF TRUST AT COST 19,490 59,197
VANGUARD FTSE DEVELOPED MKTS E AT COST 4,121 5,155
VANGUARD INTERMEDIATE TERM COR AT COST 4,909 5,080
VANGUARD FTSE EUROPE ETF AT COST 22,666 33,611
VANGUARD REAL ESTATE ETF AT COST 15,553 14,511
SPDR S&P 500 ETF TRUST AT COST 1,074 1,067
ISHARES IBOXX INVEST GR COR RD AT COST 5,520 5,730
SPDR BLOOMBERG 1-3 MONTH T-B AT COST 48,101 48,069
GLOBAL X NASD 100 COV CALL AT COST 7,904 8,393
VANGUARD UTILITIES ETF AT COST 7,389 7,402
ISHARES CORE MSCI EAFE ETF AT COST 28,830 34,353
ISHARES CORE MSCI EMERGING AT COST 4,661 6,722
ISHARES EDGE MSCI MIN VOL EMER AT COST 13,142 15,626
GLOBAL X DATA CENTER & DIGIT AT COST 7,517 8,440
ISHARES RUSSELL 1000 VALUE ETF AT COST 63,639 99,362

TY 2025 OtherIncomeSchedule2
Name:
THE H WINFIELD AND PHYLLIS TUCKER
 
FAMILY FOUNDATION INC
EIN:
05-0514790
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MORGAN STANLEY 2068 - MISC 208 208 0


TY 2025 OtherProfessionalFeesSchedule
Name:
THE H WINFIELD AND PHYLLIS TUCKER
 
FAMILY FOUNDATION INC
EIN:
05-0514790
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 5,957 5,957 0 0


TY 2025 TaxesSchedule
Name:
THE H WINFIELD AND PHYLLIS TUCKER
 
FAMILY FOUNDATION INC
EIN:
05-0514790
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 550 550 0 0