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
WILLIAM H GUILD CHARITABLE TRUST 10372700
 
Number and street (or P.O. box number if mail is not delivered to street address) UMB BANK NA P O BOX 415044 M/S
 
Room/suite
City or town
KANSAS CITY
State or province
MO
Country  
ZIP or foreign postal code
641416692
A Employer identification number

48-6198721
B Telephone number (see instructions)

8168607711
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)$8,917,777
J 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... 143,282 144,089  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 542,981
b Gross sales price for all assets on line 6a 3,733,210
7 Capital gain net income (from Part IV, line 2)... 542,981
8 Net short-term capital gain......... 0
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)....... 400 400  
12 Total. Add lines 1 through 11........ 686,663 687,470  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 72,070 36,035   36,035
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 20,563 1,659   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 5 5    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 92,638 37,699 0 36,035
25 Contributions, gifts, grants paid....... 346,762 346,762
26 Total expenses and disbursements. Add lines 24 and 25 ................ 439,400 37,699 0 382,797
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 247,263
b Net investment income (if negative, enter -0-) 649,771
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.............      
2 Savings and temporary cash investments......... 433,480 383,891 383,891
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
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 0      
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).......      
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).......... 5,608,888 5,907,733 8,533,886
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) 6,042,368 6,291,624 8,917,777
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
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........ 6,042,368 6,291,624
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 6,042,368 6,291,624
30 Total liabilities and net assets/fund balances (see instructions). 6,042,368 6,291,624
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
6,042,368
2
Enter amount from Part I, line 27a .....................
2
247,263
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
2,002
4
Add lines 1, 2, and 3 ..........................
4
6,291,633
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
9
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
6,291,624
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 170. HARTFORD FINANCIAL SVCS GROUP INC   2024-10-10 2025-01-13
b 310. PALANTIR TECHNOLOGIES INC-A   2024-06-13 2025-01-13
c 127. CHUBB LTD   2024-03-26 2025-01-13
d 268. ARISTA NETWORKS INC   2024-10-10 2025-01-29
e 685. NEXTERA ENERGY INC   2023-10-12 2025-01-29
92. QUANTA SERVICES INC   2021-03-15 2025-01-29
119. EATON CORP PLC   2024-10-10 2025-01-29
25000. US TREASURY NOTE/BOND 1.375% 31 JAN 2025   2020-12-04 2025-01-31
5435.078 SEAFARER OVERSEAS GROWTH & INCOME FD I   2015-05-21 2025-02-03
3530.99 MFS INSTL INTL EQUITY FUND   2022-11-01 2025-02-03
1786.018 TRIBUTARY SMALL COMP-INST+   2023-04-11 2025-02-03
25089.706 VANGUARD DEV MKT INDX-ADM   2015-11-05 2025-02-03
201.925 VANGUARD INST INDEX-INST   2023-04-12 2025-02-03
1542.166 VANGUARD SML CAP INDX-ADM   2023-04-12 2025-02-03
272. ARISTA NETWORKS INC   2024-06-25 2025-02-25
66. AXON ENTERPRISE INC   2024-02-15 2025-02-25
229. BILL HOLDINGS INC   2025-01-29 2025-02-25
123. DECKERS OUTDOOR CORP   2024-06-13 2025-02-25
259. RAYMOND JAMES FINANCIAL INC   2024-11-14 2025-02-25
337. BLOCK INC   2024-12-06 2025-02-25
25000. GENERAL MOTORS FINL CO 2.9% 26 FEB 2025   2023-08-17 2025-02-26
210. AMAZON COM INC   2023-04-13 2025-03-13
552. CITIGROUP INC   2025-01-29 2025-03-13
338. EMERSON ELECTRIC CO   2024-01-11 2025-03-13
307. KKR & CO INC   2024-07-30 2025-03-13
33. PARKER HANNIFIN CORP   2023-06-15 2025-03-13
70. QUANTA SERVICES INC   2021-03-15 2025-03-13
259. SEI INVESTMENT CO   2024-12-23 2025-03-13
926. TRUIST FINANCIAL CORP   2024-12-06 2025-03-13
314. APPLE COMPUTER INC   2024-02-28 2025-04-10
490. BAKER HUGHES CO   2024-11-14 2025-04-10
513. NIKE INC CLASS B   2025-02-25 2025-04-10
240. ORACLE CORPORATION   2024-10-10 2025-04-10
252. PAYPAL HOLDINGS INC   2024-11-22 2025-04-10
66. SALESFORCE INC   2025-01-29 2025-04-10
39. SALESFORCE INC   2023-06-15 2025-04-10
30. SERVICENOW INC   2023-05-11 2025-04-10
63. TRANE TECHNOLOGIES PLC   2024-05-09 2025-04-10
25000. MARRIOTT INTERNATIONAL 5.75% 01 MAY 2025   2021-03-04 2025-05-01
61. BERKSHIRE HATHAWAY INC-CL B   2022-03-10 2025-05-15
913. BRISTOL-MYERS SQUIBB CO   2025-01-29 2025-05-15
28. META PLATFORMS INC-CLASS A   2024-04-11 2025-05-15
135. MARSH & MCLENNAN COMPANY INC   2025-04-10 2025-05-15
110. WELLTOWER INC   2024-02-28 2025-05-15
91. GARMIN LTD   2025-03-13 2025-05-15
25000. WELLTOWER OP LLC 4% 01 JUN 2025   2018-08-23 2025-06-02
68. ADOBE SYSTEMS INC   2025-03-13 2025-06-05
169. AMAZON COM INC   2023-04-13 2025-06-05
66. META PLATFORMS INC-CLASS A   2024-04-11 2025-06-05
440. COPART INC   2025-04-10 2025-08-14
351. COPART INC   2024-06-13 2025-08-14
46. LILLY ELI & COMPANY   2022-02-10 2025-08-14
112. MARSH & MCLENNAN COMPANY INC   2025-04-10 2025-08-14
19. TEXAS PACIFIC LAND CORP   2024-12-23 2025-08-14
146. TRADEWEB MARKETS INC-CLASS A   2025-04-10 2025-08-14
135. WELLTOWER INC   2024-07-30 2025-08-14
33. ADOBE SYSTEMS INC   2025-03-13 2025-09-11
263. AMERICAN WATER WORKS CO INC   2025-04-10 2025-09-11
94. LPL FINANCIAL HOLDINGS INC   2024-12-06 2025-09-11
144. VISA INC-CLASS A SHARES   2023-01-13 2025-09-11
2462.735 FIDELITY MID CAP INDX   2024-03-27 2025-10-07
508. INVESCO S&P MIDCAP QUAL ETF   2024-11-22 2025-10-07
1911. ISHARES INTERMEDIATE GOVERNM   2025-02-03 2025-10-07
213. ISHARES INTERMEDIATE GOVERNM   2020-12-04 2025-10-07
1857.046 MFS BLND RESRCH M/C EQ-R6   2024-11-22 2025-10-07
31.352 VANGUARD INST INDEX-INST   2023-04-12 2025-10-07
42. GRAINGER W W INC   2022-11-10 2025-10-09
37. NETFLIX COM INC   2023-05-11 2025-10-09
263. PHILIP MORRIS INTERNATIONAL   2025-02-25 2025-10-09
112. SALESFORCE INC   2023-06-15 2025-10-09
154. T-MOBILE US INC   2025-02-25 2025-10-09
3728.252 TCW METWEST UNCONSTR BND-I   2020-12-04 2025-10-20
4658.385 RIVERPARK S/T HI YLD-INST   2020-12-04 2025-10-20
131. AUTOMATIC DATA PROCESSING INC   2025-03-13 2025-11-13
793. KINDER MORGAN INC   2024-12-23 2025-11-13
192. VERISIGN INC   2025-04-10 2025-11-13
25000. US TREASURY NOTE/BOND 2.25% 15 NOV 2025   2019-05-28 2025-11-17
32. ABBOTT LABORATORIES   2025-01-29 2025-12-08
18. ADVANCED MICRO DEVICES INC   2025-06-05 2025-12-08
74. ALPHABET INC   2023-05-18 2025-12-08
62. AMAZON COM INC   2023-04-13 2025-12-08
32. AMPHENOL CORP CLASS A   2025-05-15 2025-12-08
87. APPLE COMPUTER INC   2023-05-11 2025-12-08
5. APPLOVIN CORP-CLASS A   2025-04-10 2025-12-08
35. ARISTA NETWORKS INC   2025-10-09 2025-12-08
68. BANK OF NEW YORK MELLON CORP   2024-11-14 2025-12-08
17. BERKSHIRE HATHAWAY INC-CL B   2022-03-10 2025-12-08
20. BLACKSTONE INC   2025-05-15 2025-12-08
35. BOSTON SCIENTIFIC CORP   2025-01-29 2025-12-08
50. BRISTOL-MYERS SQUIBB CO   2024-12-23 2025-12-08
37. BROADCOM INC   2023-09-14 2025-12-08
852.474 CAUSEWAY EMERGING MKTS-INST   2025-02-03 2025-12-08
34. CHEVRONTEXACO CORP   2021-05-13 2025-12-08
12. CINTAS CORP   2023-05-11 2025-12-08
25. COCA COLA COMPANY   2025-06-05 2025-12-08
13. CONSTELLATION ENERGY   2025-08-14 2025-12-08
6. COSTCO WHOLESALE CORP   2020-06-11 2025-12-08
38. COSTAR GROUP INC   2025-08-14 2025-12-08
8. DANAHER CORP   2009-04-17 2025-12-08
11. DATADOG INC - CLASS A   2025-11-13 2025-12-08
13. DISNEY WALT HOLDING CO   2025-06-05 2025-12-08
1854.412 DODGE & COX INCOME-I   2025-10-07 2025-12-08
72. EQT CORP   2025-08-14 2025-12-08
14. ECOLAB INC   2024-09-12 2025-12-08
14. META PLATFORMS INC-CLASS A   2023-10-12 2025-12-08
219.012 FIDELITY INTL INDX   2025-10-07 2025-12-08
1.261 FIDELITY SM CAP INDX PREM   2025-02-03 2025-12-08
283.279 FIDELITY MID CAP INDX   2024-03-27 2025-12-08
190.445 SEAFARER OVERSEAS GROWTH & INCOME FD I   2015-05-21 2025-12-08
41. FORTINET INC   2025-01-29 2025-12-08
21. FOX CORP - CLASS A   2025-02-25 2025-12-08
6. GE VERNOVA INC   2025-10-09 2025-12-08
13. GE AEROSPACE COM   2025-11-13 2025-12-08
13. HOME DEPOT INC   2024-10-10 2025-12-08
8. INTUITIVE SURGICAL INC   2023-08-10 2025-12-08
411. ISHARES 5-10Y INV GRADE CORP   2021-07-22 2025-12-08
37. J P MORGAN CHASE & CO   2015-05-05 2025-12-08
14. JOHNSON & JOHNSON   2025-08-14 2025-12-08
31. LAM RESEARCH CORP   2025-05-15 2025-12-08
6. LILLY ELI & COMPANY   2022-02-10 2025-12-08
314.868 MFS BLND RESRCH M/C EQ-R6   2024-11-22 2025-12-08
254.593 MFS INSTL INTL EQUITY FUND   2022-11-01 2025-12-08
25. MARVELL TECHNOLOGY INC   2025-08-14 2025-12-08
11. MASTERCARD INC - A   2023-01-13 2025-12-08
39. MICROSOFT CORP   2023-11-09 2025-12-08
19. MICRON TECHNOLOGY INC   2025-11-13 2025-12-08
30. MONSTER BEVERAGE CORP   2025-08-14 2025-12-08
3. MOODYS CORP   2025-03-13 2025-12-08
39. MORGAN STANLEY DEAN WITTER & CO   2020-11-13 2025-12-08
163. NVIDIA CORP   2024-01-11 2025-12-08
38. O'REILLY AUTOMOTIVE INC   2020-05-14 2025-12-08
50. PALANTIR TECHNOLOGIES INC-A   2024-06-13 2025-12-08
8. PARKER HANNIFIN CORP   2023-06-15 2025-12-08
16. PROCTER & GAMBLE CO   2024-09-12 2025-12-08
13. QUEST DIAGNOSTICS INC   2024-12-06 2025-12-08
17. RTX CORP   2025-03-13 2025-12-08
4. REDDIT INC-CL A   2025-09-11 2025-12-08
29. ROBINHOOD MARKETS INC - A   2025-04-10 2025-12-08
70. ROLLINS INC   2025-04-10 2025-12-08
2. SERVICENOW INC   2023-03-09 2025-12-08
8. SHERWIN-WILLIAMS CO   2024-08-15 2025-12-08
6. STRYKER CORP   2024-02-15 2025-12-08
28. TJX COMPANIES INC   2023-09-14 2025-12-08
30. TESLA INC   2024-12-06 2025-12-08
3. THERMO ELECTRON CORP   2010-07-20 2025-12-08
79. US BANCORP   2025-10-09 2025-12-08
40. UBER TECHNOLOGIES INC   2025-05-15 2025-12-08
7. UNITEDHEALTH GROUP INC   2024-08-15 2025-12-08
25. VISA INC-CLASS A SHARES   2025-03-13 2025-12-08
83. WAL MART STORES INC   2024-02-15 2025-12-08
13. WASTE MANAGEMENT INC DEL   2025-03-13 2025-12-08
57. WELLS FARGO & CO   2024-04-11 2025-12-08
20. WELLTOWER INC   2024-07-30 2025-12-08
6. EATON CORP PLC   2025-10-09 2025-12-08
5. LINDE PLC   2025-06-05 2025-12-08
22. MEDTRONIC PLC   2025-10-09 2025-12-08
3. TRANE TECHNOLOGIES PLC   2024-05-09 2025-12-08
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN 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 18,200   19,767 -1,567
b 19,898   7,452 12,446
c 33,104   32,023 1,081
d 29,282   26,846 2,436
e 48,560   27,580 20,980
27,460   8,135 19,325
37,943   40,083 -2,140
25,000   25,000  
64,025   69,297 -5,272
124,467   91,665 32,802
55,009   48,365 6,644
398,174   309,205 88,969
98,641   68,992 29,649
182,269   154,341 27,928
25,334   22,749 2,585
32,940   17,986 14,954
12,285   22,049 -9,764
17,608   21,094 -3,486
38,844   41,489 -2,645
21,320   33,176 -11,856
25,000   25,000  
40,605   21,498 19,107
37,023   39,619 -2,596
36,927   32,052 4,875
33,248   36,794 -3,546
19,562   12,334 7,228
17,535   6,190 11,345
18,700   21,532 -2,832
36,528   43,340 -6,812
59,672   56,273 3,399
17,856   21,088 -3,232
27,885   41,864 -13,979
31,852   40,362 -8,510
15,246   20,540 -5,294
16,678   23,492 -6,814
9,855   8,290 1,565
23,413   13,389 10,024
21,273   20,966 307
25,000   25,000  
31,012   19,773 11,239
41,690   53,856 -12,166
18,045   14,630 3,415
30,627   30,964 -337
16,139   10,084 6,055
18,406   19,135 -729
25,000   24,949 51
28,300   25,799 2,501
35,273   17,301 17,972
45,273   29,553 15,720
20,640   25,693 -5,053
16,465   18,727 -2,262
31,376   10,993 20,383
23,154   25,587 -2,433
17,395   21,612 -4,217
19,032   18,454 578
21,878   15,086 6,792
11,555   12,520 -965
36,663   37,769 -1,106
32,330   30,791 1,539
49,291   19,730 29,561
91,688   79,817 11,871
52,726   54,167 -1,441
205,013   199,701 5,312
22,851   25,008 -2,157
28,673   31,161 -2,488
17,118   10,712 6,406
40,706   25,502 15,204
45,692   12,748 32,944
41,152   41,323 -171
27,407   23,807 3,600
34,823   41,594 -6,771
39,221   44,999 -5,778
45,093   45,000 93
33,333   38,152 -4,819
21,320   21,374 -54
48,208   46,520 1,688
25,000   25,000  
3,889   4,099 -210
3,961   2,088 1,873
23,112   9,102 14,010
14,061   6,347 7,714
4,461   2,751 1,710
24,075   15,214 8,861
3,418   1,318 2,100
4,521   5,571 -1,050
7,767   5,290 2,477
8,433   5,510 2,923
3,019   2,921 98
3,265   3,609 -344
2,586   2,871 -285
14,768   3,226 11,542
12,361   9,121 3,240
5,023   3,636 1,387
2,189   1,422 767
1,746   1,777 -31
4,628   4,267 361
5,307   1,812 3,495
2,511   3,348 -837
1,786   147 1,639
1,687   2,055 -368
1,392   1,465 -73
23,959   23,848 111
4,204   3,731 473
3,602   3,507 95
9,344   4,553 4,791
13,428   13,246 182
40   35 5
10,566   9,181 1,385
2,832   2,428 404
3,427   4,079 -652
1,436   1,198 238
3,707   3,811 -104
3,709   3,958 -249
4,537   5,332 -795
4,531   2,444 2,087
22,125   25,083 -2,958
11,633   2,387 9,246
2,816   2,456 360
5,020   2,623 2,397
5,971   1,434 4,537
4,808   5,283 -475
10,375   6,609 3,766
2,286   1,983 303
5,923   4,140 1,783
19,087   13,783 5,304
4,634   4,516 118
2,211   1,921 290
1,448   1,314 134
6,888   2,222 4,666
30,116   8,964 21,152
3,727   1,002 2,725
9,008   1,170 7,838
7,028   2,990 4,038
2,214   2,783 -569
2,354   2,047 307
2,907   2,196 711
940   1,060 -120
3,943   1,168 2,775
4,245   3,764 481
1,700   863 837
2,611   2,859 -248
2,109   2,093 16
4,296   2,625 1,671
13,123   11,482 1,641
1,695   148 1,547
4,059   3,724 335
3,681   3,607 74
2,256   4,053 -1,797
8,163   8,224 -61
9,416   4,686 4,730
2,729   2,905 -176
5,120   3,249 1,871
4,017   2,235 1,782
2,050   2,272 -222
1,945   2,357 -412
2,215   2,125 90
1,184   998 186
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
      26,057
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       -1,567
b       12,446
c       1,081
d       2,436
e       20,980
      19,325
      -2,140
       
      -5,272
      32,802
      6,644
      88,969
      29,649
      27,928
      2,585
      14,954
      -9,764
      -3,486
      -2,645
      -11,856
       
      19,107
      -2,596
      4,875
      -3,546
      7,228
      11,345
      -2,832
      -6,812
      3,399
      -3,232
      -13,979
      -8,510
      -5,294
      -6,814
      1,565
      10,024
      307
       
      11,239
      -12,166
      3,415
      -337
      6,055
      -729
      51
      2,501
      17,972
      15,720
      -5,053
      -2,262
      20,383
      -2,433
      -4,217
      578
      6,792
      -965
      -1,106
      1,539
      29,561
      11,871
      -1,441
      5,312
      -2,157
      -2,488
      6,406
      15,204
      32,944
      -171
      3,600
      -6,771
      -5,778
      93
      -4,819
      -54
      1,688
       
      -210
      1,873
      14,010
      7,714
      1,710
      8,861
      2,100
      -1,050
      2,477
      2,923
      98
      -344
      -285
      11,542
      3,240
      1,387
      767
      -31
      361
      3,495
      -837
      1,639
      -368
      -73
      111
      473
      95
      4,791
      182
      5
      1,385
      404
      -652
      238
      -104
      -249
      -795
      2,087
      -2,958
      9,246
      360
      2,397
      4,537
      -475
      3,766
      303
      1,783
      5,304
      118
      290
      134
      4,666
      21,152
      2,725
      7,838
      4,038
      -569
      307
      711
      -120
      2,775
      481
      837
      -248
      16
      1,671
      1,641
      1,547
      335
      74
      -1,797
      -61
      4,730
      -176
      1,871
      1,782
      -222
      -412
      90
      186
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 542,981
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  
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 9,032
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 9,032
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 9,032
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 11,068
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,068
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 2,036
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax2,036 Refunded 11 0
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
KS
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
Yes
 
Website address  
14
The books are in care ofUMB BANK NA Telephone no. (816) 860-7711

Located at1010 GRANDKANSAS CITYMO ZIP+464106
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)
Yes
 
(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
 
No
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
UMB BANK N A TRUSTEE
2
72,070    
1010 GRAND
KANSAS CITY,MO64106
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.........................  
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
8,332,188
b
Average of monthly cash balances.......................
1b
289,977
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
8,622,165
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
8,622,165
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
129,332
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,492,833
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
424,642
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
424,642
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
9,032
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,032
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
415,610
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
415,610
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
415,610
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
382,797
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
382,797
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 7 415,610
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 346,762
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 382,797
a Applied to 2024, but not more than line 2a 346,762
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..... 36,035
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(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 0
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 ..........
379,575
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) ...
0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
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

NATIONAL ASSN CONGREGATIONAL
CHRISTIAN CHURCHES
PO BOX 288
OAK CREEK,WI531540620
NONE   GENERAL OPERATING SUPPORT 59,435

SALVATION ARMY OF KANSAS CITY

3637 BROADWAY
KANSAS CITY,MO641112503
NONE   GENERAL OPERATING SUPPORT 59,435

WASHBURN UNIV ENDOWMENT ASSN

1700 SW COLLEGE AVE
TOPEKA,KS666210001
NONE   GENERAL OPERATING SUPPORT 59,435

HUMANE SOCIETY OF THE UNITED STATES

1255 23RD ST NW SUITE 450
WASHINGTON,DC200371595
NONE   GENERAL OPERATING SUPPORT 109,022

PIEDMONT COLLEGE

P O BOX 10
DEMOREST,GA305350010
NONE   GENERAL OPERATING SUPPORT 59,435
Total ................................. 3a 346,762
bApproved for future payment
Total ................................. 3b  
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 ....     14 143,282  
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 542,981  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSECTION 897 CAP GA
    1 400  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   686,663  
13Total. Add line 12, columns (b), (d), and (e)..................
13
686,663
(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 OtherDecreasesSchedule
Name:
WILLIAM H GUILD CHARITABLE TRUST 10372700
EIN:
48-6198721
Description Amount
ACCRUED INTEREST PAID - CARRYOVER 8
ROUNDING 1


TY 2025 OtherExpensesSchedule
Name:
WILLIAM H GUILD CHARITABLE TRUST 10372700
EIN:
48-6198721
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 5 5   0


TY 2025 OtherIncreasesSchedule
Name:
WILLIAM H GUILD CHARITABLE TRUST 10372700
EIN:
48-6198721
Description Amount
MUTUAL FUND INCOME TIMING ADJ 1,780
COST BASIS ADJUSTMENT 222


TY 2025 TaxesSchedule
Name:
WILLIAM H GUILD CHARITABLE TRUST 10372700
EIN:
48-6198721
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 7,836 0   0
FEDERAL ESTIMATES - INCOME 11,068 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,110 1,110   0
FOREIGN TAXES ON NONQUALIFIED 549 549   0