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
MAINWARING FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 4250 LANCASTER PIKE SUITE 150
  Room/suite
City or town
WILMINGTON
State or province
DE
Country  
ZIP or foreign postal code
19805
A Employer identification number

82-2289585
B Telephone number (see instructions)

2124938000
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)$24,697,688J 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) 20,000,000
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 149,870 149,870  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 318,148
b Gross sales price for all assets on line 6a 692,413
7 Capital gain net income (from Part IV, line 2)... 318,148
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)....... Click to see attachment
List of Attached Documents:
// Content
-431    
12 Total. Add lines 1 through 11........ 20,467,587 468,018  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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)....... Click to see attachment
List of Attached Documents:
// Content
500 0 0 500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
29,053 9,160   19,893
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,948 2,446   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)....... Click to see attachment
List of Attached Documents:
// Content
3,150 3,150    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,651 14,756 0 20,393
25 Contributions, gifts, grants paid....... 196,538 196,538
26 Total expenses and disbursements. Add lines 24 and 25 ................ 236,189 14,756 0 216,931
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 20,231,398
b Net investment income (if negative, enter -0-) 453,262
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.............   10,494 10,494
2 Savings and temporary cash investments......... 310,897 6,605,737 6,605,737
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)....... 2,198,126 Click to see attachment
List of Attached Documents:
// Content
7,030,844 		10,729,965
c Investments—corporate bonds (attach schedule)....... 695,448 Click to see attachment
List of Attached Documents:
// Content
4,746,688 		4,765,653
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 610,914 Click to see attachment
List of Attached Documents:
// Content
1,086,634 		2,585,839
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) 3,815,385 19,480,397 24,697,688
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........ 3,815,385 19,480,397
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)..... 3,815,385 19,480,397
30 Total liabilities and net assets/fund balances (see instructions). 3,815,385 19,480,397
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
3,815,385
2
Enter amount from Part I, line 27a .....................
2
20,231,398
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
24,046,783
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
4,566,386
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
19,480,397
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 36. ABBOTT LABORATORIES   2021-02-05 2025-03-04
b 9. ABBOTT LABORATORIES   2021-02-05 2025-03-05
c 10. ABBOTT LABORATORIES     2025-03-07
d 6. ABBOTT LABORATORIES   2021-03-02 2025-03-10
e 84. ABBOTT LABORATORIES     2025-11-18
2. ADOBE INC   2024-08-30 2025-03-07
26. ADOBE INC     2025-11-04
29. ALPHABET INC CL C   2019-12-12 2025-03-07
27. ALPHABET INC CL C   2019-12-12 2025-06-03
17. ALPHABET INC CL C   2019-12-12 2025-06-04
15. ALPHABET INC CL C   2019-12-12 2025-06-05
21. ALPHABET INC CL C   2019-12-12 2025-10-13
9. ALPHABET INC CL C   2019-12-12 2025-10-20
359. ALPHABET INC CL C   2022-09-06 2025-12-31
13. AMAZON.COM INC   2021-03-12 2025-03-07
3. AUTOMATIC DATA PROCESSING INC   2024-08-30 2025-03-07
.208 BBH SELECT SERIES - MID CAP FUND CLASS I   2024-08-22 2025-11-13
2471.17 BBH PARTNER FUND - INTERNATIONAL EQUITY   2020-02-13 2025-03-07
4937.353 BBH LIMITED DURATION FUND CL I     2025-01-29
10733.145 BBH LIMITED DURATION FUND CL I     2025-01-29
9. BERKSHIRE HATHAWAY INC-CL B   2019-12-12 2025-01-10
3. BERKSHIRE HATHAWAY INC-CL B   2019-12-12 2025-03-10
10. BERKSHIRE HATHAWAY INC-CL B   2019-12-12 2025-04-17
8. BERKSHIRE HATHAWAY INC-CL B   2019-12-12 2025-07-14
7. BERKSHIRE HATHAWAY INC-CL B   2019-12-12 2025-10-03
6. COSTCO WHOLESALE CORP   2020-01-14 2025-01-14
5. COSTCO WHOLESALE CORP   2020-01-14 2025-01-15
2. COSTCO WHOLESALE CORP   2020-01-14 2025-06-09
2. COSTCO WHOLESALE CORP   2019-12-12 2025-06-10
4. COSTCO WHOLESALE CORP   2019-12-12 2025-06-11
22. ARTHUR J GALLAGHER & CO   2020-01-14 2025-01-13
14. ARTHUR J GALLAGHER & CO   2020-01-14 2025-01-14
14. ARTHUR J GALLAGHER & CO   2020-01-14 2025-01-15
4. KLA CORPORATION     2025-03-07
5. KLA CORPORATION   2020-01-14 2025-10-10
2. KLA CORPORATION   2019-12-12 2025-10-13
2. KLA CORPORATION   2019-12-12 2025-10-16
2. KLA CORPORATION   2019-12-12 2025-10-20
15. KLA CORPORATION   2019-12-12 2025-11-17
3. KLA CORPORATION   2019-12-12 2025-11-18
8. MASTERCARD INCORPORATED     2025-03-07
5. MICROSOFT CORP   2024-08-29 2025-03-07
8. MICROSOFT CORP     2025-10-13
20. NIKE INC CL B     2025-03-07
23. ORACLE CORP   2020-01-14 2025-03-07
13. ORACLE CORP   2020-01-14 2025-07-09
9. ORACLE CORP   2020-01-14 2025-07-10
9. ORACLE CORP   2020-01-14 2025-07-11
8. ORACLE CORP   2020-01-14 2025-07-14
13. ORACLE CORP   2020-01-14 2025-10-09
8. ORACLE CORP   2020-01-14 2025-10-10
11. ORACLE CORP   2020-01-14 2025-11-04
8. ORACLE CORP   2020-01-14 2025-11-05
4. OTIS WORLDWIDE CORPORATION COM   2024-06-07 2025-03-07
.691 AKRE FOCUS FUND-INS   2020-02-13 2025-10-15
17. PROGRESSIVE CORP OHIO   2020-05-13 2025-01-13
17. PROGRESSIVE CORP OHIO   2020-05-13 2025-01-14
17. PROGRESSIVE CORP OHIO   2020-05-13 2025-01-15
6. PROGRESSIVE CORP OHIO   2020-05-13 2025-03-10
4. S&P GLOBAL INC COM STK   2021-03-11 2025-03-07
9. TEXAS INSTRUMENTS INC   2022-09-20 2025-03-07
4. THERMO FISHER SCIENTIFIC INC   2020-09-16 2025-03-07
20. THERMO FISHER SCIENTIFIC INC   2020-09-16 2025-11-17
2. THERMO FISHER SCIENTIFIC INC   2020-09-16 2025-11-18
2. UNITEDHEALTH GROUP INC   2023-10-25 2025-03-07
12. UNITEDHEALTH GROUP INC   2023-10-25 2025-05-13
15. UNITEDHEALTH GROUP INC   2023-10-25 2025-05-15
14. WASTE MANAGEMENT INC   2021-02-19 2025-03-07
15. WASTE MANAGEMENT INC   2021-02-19 2025-06-26
13. ZOETIS INC COM STK     2025-03-07
7. LINDE PLC   2020-01-14 2025-03-07
11. LINDE PLC   2020-01-14 2025-06-25
4. LINDE PLC   2019-12-12 2025-06-26
32. ALCON INC COM STK     2025-03-07
12. ALCON INC COM STK   2020-03-11 2025-05-20
28. ALCON INC COM STK   2020-03-11 2025-05-21
51. ALCON INC COM STK     2025-05-22
41. ALCON INC COM STK   2020-03-17 2025-05-27
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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(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 4,981   4,451 530
b 1,228   1,113 115
c 1,359   1,235 124
d 827   735 92
e 10,931   10,224 707
884   1,146 -262
8,714   12,254 -3,540
5,026   1,961 3,065
4,538   1,826 2,712
2,860   1,149 1,711
2,571   1,014 1,557
5,108   1,420 3,688
2,312   609 1,703
112,809   38,661 74,148
2,514   2,009 505
909   826 83
2   2  
45,000   42,331 2,669
51,546   51,000 546
112,054   108,462 3,592
3,995   2,025 1,970
1,488   675 813
5,221   2,250 2,971
3,815   1,800 2,015
3,509   1,575 1,934
5,484   1,802 3,682
4,605   1,502 3,103
2,013   601 1,412
2,004   593 1,411
3,982   1,185 2,797
6,309   2,094 4,215
4,023   1,333 2,690
4,051   1,333 2,718
2,739   844 1,895
4,986   887 4,099
2,053   341 1,712
2,175   341 1,834
2,304   341 1,963
16,928   2,558 14,370
3,390   512 2,878
4,309   2,471 1,838
1,932   2,097 -165
4,105   3,306 799
1,547   1,506 41
3,432   1,266 2,166
3,047   716 2,331
2,124   496 1,628
2,098   496 1,602
1,839   440 1,399
3,892   716 3,176
2,368   440 1,928
2,713   606 2,107
2,004   440 1,564
409   398 11
46   34 12
3,970   1,237 2,733
4,027   1,237 2,790
4,092   1,237 2,855
1,680   437 1,243
1,958   1,382 576
1,676   1,493 183
2,100   1,743 357
11,380   8,714 2,666
1,148   871 277
986   1,061 -75
3,780   6,368 -2,588
4,051   7,960 -3,909
3,159   1,562 1,597
3,400   1,674 1,726
2,194   1,736 458
3,257   1,475 1,782
5,071   2,317 2,754
1,858   836 1,022
2,930   1,779 1,151
1,058   656 402
2,479   1,531 948
4,396   2,561 1,835
3,558   1,950 1,608
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
      104,150
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       530
b       115
c       124
d       92
e       707
      -262
      -3,540
      3,065
      2,712
      1,711
      1,557
      3,688
      1,703
      74,148
      505
      83
       
      2,669
      546
      3,592
      1,970
      813
      2,971
      2,015
      1,934
      3,682
      3,103
      1,412
      1,411
      2,797
      4,215
      2,690
      2,718
      1,895
      4,099
      1,712
      1,834
      1,963
      14,370
      2,878
      1,838
      -165
      799
      41
      2,166
      2,331
      1,628
      1,602
      1,399
      3,176
      1,928
      2,107
      1,564
      11
      12
      2,733
      2,790
      2,855
      1,243
      576
      183
      357
      2,666
      277
      -75
      -2,588
      -3,909
      1,597
      1,726
      458
      1,782
      2,754
      1,022
      1,151
      402
      948
      1,835
      1,608
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 318,148
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 6,300
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 6,300
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 6,300
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,624
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 2,624
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 1
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 3,677
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 tax0 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)
MT
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 .Click to see attachment
List of Attached Documents:
// Content
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 addressN/A
14
The books are in care ofBROWN BROTHERS HARRIMAN TRUST CO OF DE NA Telephone no. (212) 493-8000

Located at4250 LANCASTER PIKE SUITE 150WILMINGTONDE ZIP+419805
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
SCOTT MAINWARING TRUSTEE
1 		0    
2882 GRIZZLY GULCH
HELENA,MT59601
SUSAN BENEDICT TRUSTEE
1 		0    
2882 GRIZZLY GULCH
HELENA,MT59601
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 NONE  
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
6,304,897
b
Average of monthly cash balances.......................
1b
969,491
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
7,274,388
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
7,274,388
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
109,116
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,165,272
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
358,264
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
358,264
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
6,300
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,300
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
351,964
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
351,964
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
351,964
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
216,931
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
216,931
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 7 351,964
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 196,538
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: $ 216,931
a Applied to 2024, but not more than line 2a 196,538
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..... 20,393
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 .......... 		331,571
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).)
NA
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.
NA
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

AMERICAN PRAIRIE FOUNDATION

PO BOX 908
BOZEMAN,MT59771 		NONE   GENERAL PURPOSE 15,000

GLACIER TWO MEDICINE ALLIANCE

PO BOX 181
EAST GLACIER PARK,MT59434 		NONE   GENERAL PURPOSE 10,000

HELENA FOOD SHARE

1616 LEWIS STREET
HELENA,MT59601 		NONE   GENERAL PURPOSE 12,000

HELENA SYMPHONY

21 N LAST CHANCE GULCH SUITE 100
HELENA,MT59601 		NONE   UNRESTRICTED GIFT 65,000

HOLTER MUSEUM OF ART

12 E LAWRENCE ST
HELENA,MT59601 		NONE   GENERAL PURPOSE 45,000

H-TOWN EAGLES BOXING CLUB

1730 BUTTE AVENUE
HELENA,MT59601 		NONE   GENERAL 5,000

MONTANA FOOD BANK NETWORK

5625 EXPRESSWAY
MISSOULA,MT59808 		NONE   GENERAL PURPOSE 12,000

OMERTA ARTS SYNDICATE

800 FRONT ST
HELENA,MT59601 		NONE   GENERAL 7,538

PLANNED PARENTHOOD OF MONTANA

1116 GRAND AVE
BILLINGS,MT59102 		NONE   GENERAL PURPOSE 10,000

PRICKLY PEAR LAND TRUST

SUITE A
HELENA,MT59624 		NONE   GENERAL PURPOSE 15,000
Total ................................. 3a 196,538
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 ....     14 149,870  
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 ............ 		    18 318,148  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aGQG BBH WS 		    14 -431  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   467,587  
13Total. Add line 12, columns (b), (d), and (e)..................
13
467,587
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
MAINWARING FAMILY FOUNDATION
 
Employer identification number

82-2289585
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
MAINWARING FAMILY FOUNDATION
  		Employer identification number
82-2289585
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
MARGARET MAINWARING REVOCABLE TRUST
180 FALLS DR 227
 
BUCK HILL FALLS, PA18323

$ 7,022,037


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
MARGARET MAINWARING REVOCABLE TRUST
180 FALLS DR 227
 
BUCK HILL FALLS, PA18323

$ 374,800


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
MARGARET MAINWARING REVOCABLE TRUST
180 FALLS DR 227
 
BUCK HILL FALLS, PA18323

$ 4,284,824


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
MARGARET MAINWARING REVOCABLE TRUST
180 FALLS DR 227
 
BUCK HILL FALLS, PA18323

$ 267,180


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
MARGARET MAINWARING REVOCABLE TRUST
180 FALLS DR 227
 
BUCK HILL FALLS, PA18323

$ 343,214


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
MARGARET MAINWARING REVOCABLE TRUST
180 FALLS DR 227
 
BUCK HILL FALLS, PA18323

$ 719,303


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
MAINWARING FAMILY FOUNDATION
  		Employer identification number
82-2289585
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
MARGARET MAINWARING REVOCABLE TRUST
180 FALLS DR 227
 
BUCK HILL FALLS, PA18323

$ 635,194


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
MARGARET MAINWARING REVOCABLE TRUST
180 FALLS DR 227
 
BUCK HILL FALLS, PA18323

$ 333,720


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
MARGARET MAINWARING REVOCABLE TRUST
180 FALLS DR 227
 
BUCK HILL FALLS, PA18323

$ 408,286


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
MARGARET MAINWARING REVOCABLE TRUST
180 FALLS DR 227
 
BUCK HILL FALLS, PA18323

$ 532,244


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
MARGARET MAINWARING REVOCABLE TRUST
180 FALLS DR 227
 
BUCK HILL FALLS, PA18323

$ 209,030


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
MARGARET MAINWARING REVOCABLE TRUST
180 FALLS DR 227
 
BUCK HILL FALLS, PA18323

$ 1,742,898


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
MAINWARING FAMILY FOUNDATION
  		Employer identification number
82-2289585
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
13
MARGARET MAINWARING REVOCABLE TRUST
180 FALLS DR 227
 
BUCK HILL FALLS, PA18323

$ 3,127,270


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
MAINWARING FAMILY FOUNDATION
  		Employer identification number

82-2289585
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1,351 SHS ABBOTT LABORATORIES $170,644.81 1,085 SHS ABBVIE INC $254,112.43 724 SHS ALPHABET INC $216 $ 740,853 2025-11-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 634 SHS CENCORA INC $231,429.02 217 SHS APPLE INC $58,503.74 187 SHS ARISTA NETWORKS INC $21,927.62 $ 374,800 2025-11-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 32 SHS AUTOZONE INC $124,764.32 377,447 SHS BBH FD LTD DUR $3,966,967.97 1,720 SHS WR BERKLEY $134,4 $ 4,284,824 2025-11-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 13 SHS BOOKING HOLDINGS INC $61,135.04 192 SHS CBRE GROUP INC $29,806.08 193 SHS CADENCE DESIGN SYST $ 267,180 2025-11-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
5
 3,173 SHS CONESTOGA FDS SM CP $223,537.85 53 SHS COSTCO WHOLESALE CORP $47,633.75 444 SHS GXO LOGIST $ 343,214 2025-11-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
6
 120 SHS WW GRAINGER INC $113,005.80 954 SHS JOHNSON & JOHNSON $195,531.84 236 SHS KLA CORP $257,638. $ 719,303 2025-11-21
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
MAINWARING FAMILY FOUNDATION
  		Employer identification number

82-2289585
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
7
 581 SHS MARSH & MCLENNAN CO $105,172.62 497 SHS MASTERCARD INC $267,495.34 379 SHS MICROSOFT CORP $1 $ 635,194 2025-11-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
8
 693 SHS NIKE INC $43,338.49 648 SHS NVIDIA CORP $115,826.76 345 SHS ORACLE CORP $68,824.05 677 SHS P $ 333,720 2025-11-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
9
 210 SHS PROGRESSIVE CORP $47,840.10 1,237 ROSS STORES INC $209,584.91 109 S&P GLOBAL INC $53,811.12 $ 408,286 2025-11-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
10
 1,307 SHS STATE STREET INC $149,553.48 1,972 SHS SYSCO CORP $151,005.90 2,710 SHS US BANCORP $128,43 $ 532,244 2025-11-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
11
 211 SHS WALMART INC $22,458.84 389 SHS WASTE MANAGEMENT INC $84,222.39 117 SHS ZOETIS INC CL A $13,9 $ 209,030 2025-11-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
12
 208 SHS LINDE PLC $85,575.36 940 SHS MEDTRONIC PLC $94,719.10 629 SHS ALCON AG $48,002.14 1,514,601. $ 1,742,898 2025-11-21
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
MAINWARING FAMILY FOUNDATION
  		Employer identification number

82-2289585
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
13
 1,831,808.42 SHS ALTAROCK $1,831,808.42 1,295,461.17 SHS CLARKSTON CAP$1,295,461.17 $ 3,127,270 2025-11-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
MAINWARING FAMILY FOUNDATION
  		Employer identification number

82-2289585
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
MAINWARING FAMILY FOUNDATION
EIN:
82-2289585
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 500     500

TY 2025 ExplnOfNonFilingWithAGStmt
Name:
MAINWARING FAMILY FOUNDATION
EIN:
82-2289585
Statement:
MONTANA

TY 2025 InvestmentsCorpBondsSchedule
Name:
MAINWARING FAMILY FOUNDATION
EIN:
82-2289585
Name of Bond End of Year Book Value End of Year Fair Market Value
BBH LIMITED DURATION FUND CL I 4,011,924 4,036,499
BBH INCOME FUND-I 734,764 729,154

TY 2025 InvestmentsCorpStockSchedule
Name:
MAINWARING FAMILY FOUNDATION
EIN:
82-2289585
Name of Stock End of Year Book Value End of Year Fair Market Value
BOOKING HOLDINGS INC COM STK 36,810 101,751
COSTCO WHOLESALE CORP 25,270 60,364
BERKSHIRE HATHAWAY INC 37,996 90,980
ARTHUR J GALLAGHER & CO 38,669 75,308
ZOETIS INC COM STK 21,728 33,342
ALCON INC COM STK 45,393 66,200
WASTE MANAGEMENT INC 66,686 117,545
KLA CORPORATION COM STK 74,745 317,136
MASTERCARD INCORPORATED 180,536 334,536
ORACLE CORP 27,956 98,430
LINDE PLC 66,887 122,800
ALPHABET INC 34,058 189,221
BBH PARTNER FUND INTERNATIONAL    
GQG PART EMERG MKTS EQUITY SER 174,856 223,190
AMAZON.COM INC 88,660 138,954
NIKE INC CL B 59,723 59,887
PROGRESSIVE CORP OHIO 26,328 61,029
CLARKSTON FOUNDERS FUND-INST 122,681 144,868
CLARKSTON SERIES TRUST CLARKST 289,846 275,193
S&P GLOBAL INC 55,977 81,001
ABBOTT LABS 148,311 178,413
BBH PARTNER FUND - INTERNATION 611,352 753,678
THERMO FISHER SCIENTIFIC INC 10,456 13,907
ADOBE INC 16,550 15,050
MICROSOFT CORP 163,115 240,843
TEXAS INSTRUMENTS INC 16,257 17,002
GQG PART QLTY EQTY INST 191,550 236,316
UNITEDHEALTH GROUP INC 75,966 107,286
BBH SELECT SERIES - MID CAP FU 291,661 321,541
OTIS WORLDWIDE CORPORATION 16,726 15,286
APPLIED MATERIALS INC 20,028 28,783
AUTOMATIC DATA PROCESSING INC 78,470 81,542
CADENCE DESIGN SYS INC 64,741 77,520
AUTOZONE INC 99,580 108,528
LOWE'S COS INC 71,402 158,683
MCDONALD'S CORP 8,522 8,558
ROSS STORES INC 109,739 222,833
COCA-COLA CO 87,500 120,804
PHILIP MORRIS INTERNATIONAL 51,798 108,591
PROCTER & GAMBLE CO 11,796 10,032
SYSCO CORP 137,301 145,317
WALMART INC 37,389 42,893
W R BERKLEY CORP 98,534 120,606
MARSH & MCLENNAN COS INC 16,120 107,787
STATE STREET CORP 90,325 168,616
U S BANCORP 109,850 144,606
ABBVIE INC 151,985 247,912
CENCORA INC 46,868 214,134
JOHNSON & JOHNSON 103,885 197,430
ELI LILLY & CO 12,268 17,195
NOVO NORDISK SPONS ADR 4,011 2,544
MEDTRONIC PLC COM 74,762 90,296
WW GRAINGER INC 34,079 121,086
ANALOG DEVICES INC 3,715 5,695
APPLE COMPUTER INC 67,701 92,161
MICROCHIP TECHNOLOGY INC 66,652 105,839
NVIDIA CORP COM 95,927 138,756
SERVICENOW INC COM 38,552 34,468
VISA INC CL A 7,505 8,066
ECOLAB INC 8,899 8,663
ARISTA NETWORKS INC 14,087 24,503
CBRE GROUP INC CL A 23,788 30,872
CONESTOGA SMALL CAP 197,995 213,416
GXO LOGISTICS INCORPORATED 16,339 23,372
SERVICE CORP INTERNATIONAL 82,967 94,967
CLARKSTON CAPITAL PARTNERS SMA 731,486 1,288,161
ICON PLC COM 80,926 100,039
GQG PARTNERS EMERGING MARKET E 1,056,603 1,523,634

TY 2025 InvestmentsOtherSchedule2
Name:
MAINWARING FAMILY FOUNDATION
EIN:
82-2289585
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PARNASSUS CORE EQUITY FD-INS AT COST 219,900 215,341
AKRE FOCUS FUND-SUPRA INST AT COST 390,980 549,760
ALTAROCK PARTNERS SERIES AT COST 475,754 1,820,738

TY 2025 OtherDecreasesSchedule
Name:
MAINWARING FAMILY FOUNDATION
EIN:
82-2289585
Description Amount
ROUNDING ADJUSTMENT 1
FMV TO CB ADJUSTMENT ON GIFT 4,566,385


TY 2025 OtherExpensesSchedule
Name:
MAINWARING FAMILY FOUNDATION
EIN:
82-2289585
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 3,150 3,150   0


TY 2025 OtherIncomeSchedule2
Name:
MAINWARING FAMILY FOUNDATION
EIN:
82-2289585
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
GQG BBH WS -431 0  


TY 2025 OtherProfessionalFeesSchedule
Name:
MAINWARING FAMILY FOUNDATION
EIN:
82-2289585
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MGMT FEES 29,053 9,160   19,893


TY 2025 SubstantialContributorsSch
Name:
MAINWARING FAMILY FOUNDATION
EIN:
82-2289585
Name Address
MARGARET MAINWARING REVOCABLE TRUST 180 FALLS DR 227
BUCK HILL FALLS,PA18323


TY 2025 TaxesSchedule
Name:
MAINWARING FAMILY FOUNDATION
EIN:
82-2289585
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 265 265   0
FEDERAL TAX PAYMENT - PRIOR YE 1,878 0   0
FEDERAL ESTIMATES - PRINCIPAL 2,624 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,996 1,996   0
FOREIGN TAXES ON NONQUALIFIED 185 185   0