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
GEORGE H DUNKLIN JR CHARITABLE
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address) 1869 HWY 152
 
Room/suite
City or town
HUMPHREY
State or province
AR
Country  
ZIP or foreign postal code
72073
A Employer identification number

68-6213253
B Telephone number (see instructions)

8709464549
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)$11,738,473
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... 189,909 189,474  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 249,119
b Gross sales price for all assets on line 6a 1,787,183
7 Capital gain net income (from Part IV, line 2)... 249,119
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 439,028 438,593  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 843 421   0
b Accounting fees (attach schedule)....... 27,170 13,585   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,648 2,648   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 37,666 37,666   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 68,327 54,320   0
25 Contributions, gifts, grants paid....... 974,423 974,423
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,042,750 54,320   974,423
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -603,722
b Net investment income (if negative, enter -0-) 384,273
c Adjusted net income (if negative, enter -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............. 503,830 226,286 226,286
2 Savings and temporary cash investments......... 278,926 389,587 389,587
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,420,834 Click to see attachment
List of Attached Documents:
// Content
2,468,466
4,411,723
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).......... 5,538,519 Click to see attachment
List of Attached Documents:
// Content
5,070,913
6,710,877
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) 8,742,109 8,155,252 11,738,473
Liabilities 17 Accounts payable and accrued expenses.......... 4,535 21,400
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)......... 4,535 21,400
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 8,737,574 8,133,852
29 Total net assets or fund balances (see instructions)..... 8,737,574 8,133,852
30 Total liabilities and net assets/fund balances (see instructions). 8,742,109 8,155,252
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
8,737,574
2
Enter amount from Part I, line 27a .....................
2
-603,722
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,133,852
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
8,133,852
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 237000 EQUITY BK ANDOVER KANS P 2025-03-21 2025-05-30
b 246000 NORTH EASTON SVGS BK SOUTH P 2025-06-03 2025-09-15
c 380 BRIDGE BUILDER LARGE GROWTH P   2025-11-03
d 1124 BRIDGE BUILDER SMALL/MID GROWTH P   2025-03-25
e 665 BRIDGE BUILDER SMALL/MID VALUE P   2025-03-25
1827 BRIDGE BUILDER INTL EQUITY P   2025-03-25
709 BRIDGE BULDER CORE PLUS BOND P 2021-03-12 2025-11-03
204 NOMURA SMALL CAP VALUE P   2025-07-09
186 MFS VALUE R6 P   2025-11-03
1732 PIMCO INTL BOND P   2025-03-25
LOSS ON DISSOLUTION - CLAT TEMPUS PORTFOLIO P   2025-12-31
LOSS ON DISSOLUTION - CLAT BENTONVILLE P   2025-12-31
LOSS ON DISSOLUTION - CLAT TEMPUS NWA P   2025-12-31
830 BRIDGE BUILDER LARGE GROWTH P   2025-11-03
42 BRIDGE BUILDER SMALL/MID GROWTH P 2024-12-27 2025-03-25
613 BRIDGE BUILDER SMALL/MID VALUE P   2025-03-25
57 NOMURA SMALL CAP VALUE R6 P   2025-07-09
99 MFS VALUE R6 P   2025-11-03
92 PIMCO INTL BOND P   2025-03-25
8ADOBE INC P 2025-01-01 2025-03-31
2ADOBE INC P 2025-05-01 2025-06-16
4ADOBE INC P 2025-05-01 2025-07-01
9ADOBE INC P 2025-01-01 2025-08-04
10ADOBE INC P 2025-09-04 2025-11-19
14ADVANCED MICRO DEVICES INC P 2025-01-27 2025-01-29
15ADVANCED MICRO DEVICES INC P 2025-01-27 2025-02-27
34ALLY FINL INC P 2025-03-17 2025-05-01
0.12923AMENTUM HLDGS INC P 2025-05-01 2025-05-30
2AMENTUM HLDGS INC P 2025-05-01 2025-06-02
6AMETEK INC P 2025-03-06 2025-05-01
15APPLE INC P 2025-01-01 2025-03-31
297AVANTOR INC P 2025-07-29 2025-08-04
125AVANTOR INC P 2025-01-01 2025-11-06
497AVANTOR INC P 2025-01-01 2025-12-08
4AVERY DENNISON CORP P 2024-12-20 2025-03-31
32BAE SYSTEMS PLC P 2025-01-01 2025-01-27
114BALL CORP P 2025-01-27 2025-02-27
16BALL CORP P 2025-01-27 2025-05-01
17BALL CORP P 2025-06-02 2025-11-06
303BANCO BRADESCO S P 2025-06-17 2025-08-04
47BANK OF AMERICA CORP P 2024-10-11 2025-04-14
56BELLRING BRANDS INC P 2024-08-22 2025-03-14
7BLACKSTONE INC P 2024-10-17 2025-02-27
1BLACKROCK INC NEW P 2024-10-11 2025-05-01
4BOEING CO P 2024-10-29 2025-07-09
37BROWN FORMAN CORP CL B P 2025-01-27 2025-01-31
62BROWN FORMAN CORP CL B P 2025-01-27 2025-07-07
60BROWN FORMAN CORP CL B P 2025-08-07 2025-09-04
79BRUKER BIOSCIENCES CORP P 2024-11-25 2025-02-27
38BRUKER BIOSCIENCES CORP P 2024-12-23 2025-03-31
52BRUKER BIOSCIENCES CORP P 2025-01-01 2025-06-02
127BRUKER BIOSCIENCES CORP P 2025-01-01 2025-09-04
18CBRE GROUP INC CL A P 2025-01-01 2025-03-14
45CSL LTD P 2024-05-20 2025-01-27
45CSL LTD P 2025-02-27 2025-09-04
55CSL LTD P 2025-01-01 2025-11-06
63CAPGEMINI S E ADR P 2025-01-01 2025-08-04
64CAPGEMINI S E ADR P 2025-09-04 2025-12-30
18CHURCHILL DOWNS INC P 2024-05-15 2025-01-27
19CHURCHILL DOWNS INC P 2025-02-27 2025-05-01
155COPART INC P 2024-08-22 2025-08-04
156COPART INC P 2025-09-04 2025-10-06
54COUPANG INC CL A P 2025-06-24 2025-12-08
72CROWN CASTLE INC P 2025-01-27 2025-12-22
78.07DFA INTL SMALL COMPANY P 2025-01-01 2025-01-08
475DAIKIN INDUSTRIES LTD P 2025-01-01 2025-02-27
67DAIKIN INDUSTRIES LTD P 2025-03-31 2025-09-23
105DAIICHI SANKYO CO LTD P 2025-01-01 2025-02-27
32DAIICHI SANKYO CO LTD P 2025-05-19 2025-09-04
174DAIICHI SANKYO CO LTD P 2025-01-01 2025-11-06
35DAIICHI SANKYO CO LTD P 2025-06-17 2025-12-08
6DANAHER CORP P 2025-02-18 2025-06-02
47DIAGEO PLC ADR P 2025-01-01 2025-02-27
48DIAGEO PLC ADR P 2025-03-31 2025-08-04
12DIAGEO PLC ADR P 2025-09-04 2025-09-09
6EOG RESOURCES INC P 2024-11-04 2025-05-01
10EOG RESOURCES INC P 2025-07-07 2025-10-06
73ENTEGRIS INC P 2024-11-25 2025-05-01
25ENTEGRIS INC P 2025-01-01 2025-06-02
82ENTEGRIS INC P 2025-07-07 2025-09-04
42ENTEGRIS INC P 2025-10-06 2025-11-06
7EQUIFAX INC P 2024-12-09 2025-03-31
9EQUIFAX INC P 2025-05-01 2025-08-04
16EQUIFAX INC P 2025-01-01 2025-11-06
54EXXON MOBIL CORP P 2025-01-27 2025-06-02
10META PLATFORMS INC CL A P 2025-02-13 2025-02-27
2META PLATFORMS INC CL A P 2025-08-04 2025-10-06
2META PLATFORMS INC CL A P 2025-07-01 2025-11-06
5GARTNER INC CL A P 2024-05-15 2025-03-31
5GARTNER INC CL A P 2025-05-01 2025-08-04
17GARTNER INC CL A P 2025-10-06 2025-11-06
5GARTNER INC CL A P 2025-10-06 2025-11-19
325GLENCORE PLC ADR P 2025-01-27 2025-02-27
92GLENCORE PLC ADR P 2025-01-27 2025-03-31
1GOLDMAN SACHS GROUP IN P 2024-08-30 2025-04-07
1GOLDMAN SACHS GROUP IN P 2025-11-12 2025-11-13
52HEINEKEN NV SPONS P 2024-11-25 2025-01-27
44HEINEKEN NV SPONS P 2025-02-27 2025-07-22
51HEINEKEN NV SPONS P 2025-02-27 2025-08-05
68ING GROEP N V ADR P 2024-12-26 2025-09-09
35ING GROEP N V ADR P 2024-12-26 2025-09-10
68INTEL CORP P 2025-01-27 2025-03-06
132ISH MSCI EAFE P 2025-01-01 2025-01-27
67ISH MSCI EAFE P 2025-01-01 2025-03-31
9ISH MSCI EAFE P 2025-05-01 2025-05-27
146ISH MSCI EAFE P 2025-01-01 2025-06-02
38ISH MSCI EAFE P 2025-01-01 2025-07-02
19ISH MSCI EAFE P 2025-08-04 2025-08-05
16ISH MSCI EAFE P 2025-08-04 2025-08-20
24ISH MSCI EAFE P 2025-08-04 2025-08-26
32ISH MSCI EAFE P 2025-08-04 2025-09-04
38ISH MSCI EAFE P 2025-08-04 2025-09-16
9ISH MSCI EAFE P 2025-08-04 2025-09-29
7ISH MSCI EAFE P 2025-08-04 2025-10-06
8ISH MSCI EAFE P 2025-08-04 2025-10-29
95ISH MSCI EAFE P 2025-11-06 2025-12-08
7ISH RS MD-C ETF P 2025-01-01 2025-01-08
154ISH RS MD-C ETF P 2025-01-01 2025-01-27
7ISH RS MD-C ETF P 2025-02-27 2025-03-31
16ISH RS MD-C ETF P 2025-02-27 2025-05-01
44ISH RS MD-C ETF P 2025-02-27 2025-06-02
16ISH RS MD-C ETF P 2025-02-27 2025-06-02
92ISH RS MD-C ETF P 2025-01-01 2025-07-07
49ISH RS MD-C ETF P 2025-08-04 2025-08-07
3ISH RS MD-C ETF P 2025-08-04 2025-09-04
119ISH RS MD-C ETF P 2025-01-01 2025-10-06
133ISH RS MD-C ETF P 2025-01-01 2025-12-08
1ISH RSL1000 VAL P 2025-04-28 2025-05-29
3ISHAR COR SP ETF P 2024-10-01 2025-04-28
2ISHAR COR SP ETF P 2025-01-23 2025-03-27
32JACOBS SOLUTIONS INC P 2025-01-01 2025-03-31
53JACOBS SOLUTIONS INC P 2025-05-13 2025-06-02
1KLA CORP P 2025-11-03 2025-12-05
1KLA CORP P 2025-12-15 2025-12-18
45KUBOTA LTD P 2025-01-01 2025-05-01
34LVMH MOET HENNESSY LOUIS P 2024-10-24 2025-03-31
25LVMH MOET HENNESSY LOUIS P 2025-01-01 2025-05-01
4LABCORP HLDGS INC P 2025-04-04 2025-04-07
6LABCORP HLDGS INC P 2025-04-04 2025-07-25
84LAMB WESTON HOLDIN P 2024-09-23 2025-01-27
4ELI LILLY & CO P 2000-01-04 2000-01-04
1ELI LILLY & CO P 2000-01-01 2000-01-01
8ELI LILLY & CO P 2025-01-01 2025-06-02
4LULULEMON ATHLETICA INC P 2025-04-04 2025-04-10
4MARSH & MCLENNAN COS I P 2025-07-17 2025-11-06
55MARVELL TECHNOLOGY INC P 2025-01-01 2025-05-01
9MARVELL TECHNOLOGY INC P 2025-06-02 2025-10-15
23MERCK & CO INC P 2024-10-31 2025-01-27
7MERCK & CO INC P 2024-12-17 2025-02-27
44MERCK & CO INC P 2025-03-31 2025-06-02
35MICHELIN COMPAGNIE GE P 2025-04-03 2025-11-06
6MICROSOFT CORP P 2025-01-01 2025-02-13
1MICROSOFT CORP P 2024-11-25 2025-03-31
83MITSUBISHI UFJ FINANICAL GROUP P 2025-01-01 2025-12-16
13MONDELEZ INTERNATIONAL P 2024-05-19 2025-09-04
48MONDELEZ INTERNATIONAL P 2025-01-01 2025-12-08
28NATIONAL GRID PLC P 2025-05-27 2025-09-04
36NESTLE S A ADR P 2025-01-01 2025-12-16
9NESTLE S A ADR P 2024-12-26 2025-12-23
2NEWMARKET COR P 2024-11-25 2025-01-27
44NIKE INC CL B P 2024-12-26 2025-03-31
54NIKE INC CL B P 2025-05-01 2025-09-11
26NIKE INC CL B P 2025-09-18 2025-11-06
6NORDSON CORP P 2025-01-01 2025-01-27
4NORDSON CORP P 2024-12-16 2025-02-27
5NORDSON CORP P 2025-06-02 2025-08-26
4NORDSON CORP P 2025-01-01 2025-11-24
10NORDSON CORP P 2025-03-31 2025-12-11
7NOVO NORDISK A S ADR P 2024-11-26 2025-01-27
17NOVO NORDISK A S ADR P 2024-12-26 2025-02-13
5NOVO NORDISK A S ADR P 2024-12-26 2025-03-31
34NVIDIA CORP P 2024-10-24 2025-03-31
14NVIDIA CORP P 2025-01-01 2025-05-01
62OLD DOMINION FREIGHT LINE INC P 2025-01-01 2025-03-31
2OLD DOMINION FREIGHT LINE INC P 2025-01-27 2025-06-02
51OLD DOMINION FREIGHT LINE INC P 2025-01-01 2025-08-04
16OLD DOMINION FREIGHT LINE INC P 2025-05-01 2025-10-06
23OLD DOMINION FREIGHT LINE INC P 2025-09-04 2025-12-04
16OTIS WORLDWIDE CORP P 2025-10-06 2025-11-19
23PEPSICO INC P 2025-02-27 2025-05-01
1PEPSICO INC P 2025-06-02 2025-07-01
203PERNOD RICARD S A P 2025-01-01 2025-11-06
1PHILIP MORRIS INTL P 2025-05-21 2025-09-04
31PHILIP MORRIS INTL P 2025-08-04 2025-10-06
22PHILIP MORRIS INTL P 2025-05-21 2025-10-06
8POOL CORP P 2024-08-22 2025-03-31
7POOL CORP P 2025-01-01 2025-05-01
8POOL CORP P 2024-06-21 2025-06-02
23POOL CORP P 2025-07-07 2025-11-06
8PROCTER & GAMBLE CO P 2025-04-02 2025-08-04
7PROCTER & GAMBLE CO P 2025-09-04 2025-09-11
18PROCTER & GAMBLE CO P 2025-01-01 2025-11-06
6PROLOGIS INC P 2024-04-22 2025-04-17
20QUALCOMM INC P 2025-01-30 2025-02-27
228RENESAS ELECTRONICS CORP P 2024-10-24 2025-05-01
229RENESAS ELECTRONICS CORP P 2025-06-02 2025-07-22
3ROCKWELL AUTOMATION INC P 2024-06-27 2025-02-10
3ROCKWELL AUTOMATION INC P 2025-01-01 2025-05-13
3ROCKWELL AUTOMATION INC P 2025-04-07 2025-12-18
129ROLLS ROYCE HOLDINGS PLC P 2025-05-13 2025-10-28
32SMC CORP JAPAN SPONSORED P 2024-10-24 2025-01-27
136SMC CORP JAPAN SPONSORED P 2025-02-27 2025-05-01
94SMC CORP JAPAN SPONSORED P 2025-06-02 2025-08-04
102SMC CORP JAPAN SPONSORED P 2025-06-02 2025-09-04
7ST STR SPDR ETF P 2024-12-26 2025-01-27
20ST STR SPDR ETF P 2025-01-01 2025-04-14
14ST STR SPDR ETF P 2025-01-01 2025-05-07
11ST STR SPDR ETF P 2024-12-26 2025-05-12
10ST STR SPDR ETF P 2024-12-26 2025-05-13
11ST STR SPDR ETF P 2024-12-26 2025-05-19
150ST STR SPDR ETF P 2025-01-01 2025-06-02
277ST STR SPDR ETF P 2025-01-01 2025-07-07
195ST STR SPDR ETF P 2025-08-04 2025-09-04
6ST STR SPDR ETF P 2025-08-04 2025-10-06
5ST STR SPDR ETF P 2025-08-04 2025-10-06
17ST STR SPDR ETF P 2025-11-06 2025-11-12
29ST STR SPDR ETF P 2025-11-06 2025-11-19
10ST STR SPDR ETF P 2025-11-06 2025-11-26
7SALESFORCE INC P 2025-03-06 2025-03-31
8SALESFORCE INC P 2025-05-01 2025-08-04
8SAP AKTIENGESELLSCH P 2025-08-05 2025-11-06
10SCHW US SML CAP P 2025-03-27 2025-04-08
20SEVEN & I HLDGS CO LTD ADR P 2024-08-22 2025-05-19
47SEVEN & I HLDGS CO LTD ADR P 2024-08-27 2025-08-04
49SEVEN & I HLDGS CO LTD ADR P 2025-09-26 2025-11-06
28SHIN ETSU CHEM CO P 2025-01-27 2025-02-27
107SHIN ETSU CHEM CO P 2025-01-27 2025-03-31
66SHIN ETSU CHEM CO P 2025-07-22 2025-09-04
67SHIN ETSU CHEM CO P 2025-10-06 2025-11-06
99SIKA AG P 2025-01-01 2025-08-04
100SIKA AG P 2025-09-04 2025-11-06
76SKYWORKS SOLUT P 2024-12-26 2025-02-27
77SKYWORKS SOLUT P 2025-03-31 2025-05-14
44SOFTBANK GROU P 2024-05-28 2025-03-31
45SOFTBANK GROU P 2025-05-01 2025-12-23
50SONY FINL GROU P 2025-09-29 2025-10-08
25STARBUCKS CORP P 2025-01-01 2025-05-01
17SYMRISE AG ADR P 2025-04-10 2025-08-04
65SYMRISE AG ADR P 2025-09-04 2025-10-06
4TEXAS INSTRUMENTS IN P 2025-01-27 2025-05-01
5TEXAS INSTRUMENTS IN P 2025-09-11 2025-11-06
25THALES P 2025-09-16 2025-11-06
2THERMO FISHER SCIENTIF P 2025-02-18 2025-04-22
9UNIFIRST CORP P 2024-07-22 2025-03-31
7UNIFIRST CORP P 2024-07-22 2025-07-07
9UNIFIRST CORP P 2025-05-01 2025-10-06
7UNIFIRST CORP P 2025-08-07 2025-11-06
3UNION PACIFIC CO P 2024-06-21 2025-03-24
4UNITEDHEALTH GROUP I P 2024-06-11 2025-02-27
3UNITEDHEALTH GROUP I P 2024-06-21 2025-05-01
4UNITEDHEALTH GROUP I P 2025-09-11 2025-11-06
4UNITEDHEALTH GROUP I P 2025-09-11 2025-12-08
3VNG RSL 2000 IDX P 2024-12-27 2025-03-27
4VNG RSL 2000 IDX P 2025-01-01 2025-04-08
4VERISK ANALYTIC P 2025-10-06 2025-11-06
4VERTEX PHARMACEUTIC P 2024-11-29 2025-01-27
4VERTEX PHARMACEUTIC P 2025-02-27 2025-04-07
23VULCAN MATERIALS P 2024-07-22 2025-03-31
3WASTE MANAGEMENT INC P 2024-11-27 2025-01-15
2WATERS CORP P 2025-01-27 2025-02-27
2WATERS CORP P 2025-05-25 2025-08-04
20WOLTERS KLUWER N V P 2025-01-01 2025-08-04
21WOLTERS KLUWER N V P 2025-09-04 2025-12-08
190WOODSIDE ENERGY GROUP P 2025-01-27 2025-05-01
69WOODSIDE ENERGY GROUP P 2025-06-02 2025-06-09
122WOODSIDE ENERGY GROUP P 2025-06-02 2025-06-17
5ZOETIS INC P 2025-07-01 2025-08-04
5ZOETIS INC P 2025-09-04 2025-11-06
31ZOETIS INC P 2025-12-08 2025-12-17
8AON PLC P 2025-01-01 2025-11-06
8ACCENTURE PLC IRELAND P 2025-09-04 2025-11-25
127JAMES HARDIE IND P 2025-07-08 2025-08-04
13ICON PLC ORD P 2024-11-04 2025-01-27
8ICON PLC ORD P 2025-01-01 2025-05-01
16LINDE PLC P 2025-01-01 2025-12-08
8MEDTRONIC PLC P 2025-01-27 2025-05-01
2TRANE TECHNOLOGIES PLC P 2025-06-02 2025-12-08
24QIAGEN NV P 2024-11-20 2025-02-27
7ADOBE INC P 2023-01-01 2025-03-31
2ADOBE INC P 2022-09-28 2025-06-16
43AIR LIQUIDE P 2023-01-01 2025-07-15
37AIR LIQUIDE P 2023-02-10 2025-07-22
90AIR LIQUIDE P 2023-01-01 2025-12-09
6ALPHABET INC CAP CL C P 2023-10-12 2025-07-01
4ALPHABET INC CL A P 2023-09-27 2025-04-07
4ALPHABET INC CL A P 2023-01-01 2025-08-15
7ALPHABET INC CL A P 2023-10-26 2025-09-03
6AMAZON.COM INC P 2023-01-01 2025-01-29
12AMAZON.COM INC P 2023-01-01 2025-02-13
8AMAZON.COM INC P 2023-01-01 2025-04-30
4AMAZON.COM INC P 2023-02-03 2025-05-01
5AMAZON.COM INC P 2023-01-01 2025-09-25
3AMERICAN EXPRESS CO P 2023-10-12 2025-01-23
4AMERICAN EXPRESS CO P 2023-10-12 2025-12-15
8AMERICAN EXPRESS CO P 2023-10-12 2025-12-18
40AMPHENOL CORP CL A P 2023-01-01 2025-03-14
17AMPHENOL CORP CL A P 2023-01-01 2025-03-19
9AMPHENOL CORP CL A P 2024-03-25 2025-04-28
12AMPHENOL CORP CL A P 2024-03-25 2025-06-13
41AMPHENOL CORP CL A P 2024-03-25 2025-07-29
26AMPHENOL CORP CL A P 2023-01-01 2025-08-28
17APPLIED MATERIALS INC P 2023-01-01 2025-10-31
6APPLIED MATERIALS INC P 2023-01-01 2025-11-03
46APTARGROUP INC P 2024-03-25 2025-11-06
13ARMSTRONG WORLD INDS IN P 2024-03-25 2025-04-28
16ASTRAZENECA PLC S P 2024-01-30 2025-05-19
14AVERY DENNISON CORP P 2023-01-01 2025-09-18
19BNP PARIBAS SPON A P 2023-07-10 2025-06-24
37BNP PARIBAS SPON A P 2023-07-10 2025-08-26
42BNP PARIBAS SPON A P 2023-07-10 2025-11-11
51BARCLAYS PLC ADR P 2024-08-27 2025-10-07
49BARCLAYS PLC ADR P 2024-11-20 2025-12-30
92.47BRIDGE BUILDER INTL EQUITY P 2023-12-27 2025-03-07
93.756BRIDGE BUILDER INTL EQUITY P 2023-12-27 2025-10-07
111.799BRIDGE BUILDER INTL EQUITY P 2023-01-01 2025-11-07
94.227BRIDGE BUILDER INTL EQUITY P 2022-11-10 2025-12-05
4BROADCOM INC P 2023-01-01 2025-06-05
3BROADCOM INC P 2023-01-01 2025-09-04
2BROADCOM INC P 2024-09-06 2025-10-29
11CME GROUP INC P 2023-03-22 2025-03-24
10CSL LTD P 2023-09-12 2025-09-04
11CHEVRON CORP P 2024-01-16 2025-07-01
39CHURCHILL DOWNS INC P 2024-03-25 2025-05-01
15CHURCHILL DOWNS INC P 2024-03-25 2025-07-07
12CONOCOPHILLIPS P 2023-06-08 2025-02-24
42CONOCOPHILLIPS P 2023-01-01 2025-05-01
44COSTAR GROUP INC P 2024-07-22 2025-12-08
73.643DFA INTL SMALL COMPANY P 2023-02-10 2025-02-07
67.275DFA INTL SMALL COMPANY P 2024-03-25 2025-05-07
71.478DFA INTL SMALL COMPANY P 2024-03-25 2025-06-06
20DANAHER CORP P 2023-12-14 2025-03-31
16EOG RESOURCES INC P 2023-03-06 2025-06-02
8ENTEGRIS INC P 2024-01-01 2025-06-02
10ENTEGRIS INC P 2024-01-01 2025-09-04
55FUJITSU LTD ADR P 2023-01-01 2025-06-24
32FUJITSU LTD ADR P 2024-07-22 2025-11-11
41FUJITSU LTD ADR P 2023-01-01 2025-11-18
6GARTNER INC CL A P 2023-05-08 2025-09-04
130GLENCORE PLC ADR / P 2022-09-28 2025-02-27
1GOLDMAN SACHS GROUP INC P 2023-11-13 2025-04-07
2GOLDMAN SACHS GROUP INC P 2023-11-13 2025-06-27
1GOLDMAN SACHS GROUP INC P 2023-11-13 2025-09-25
2GOLDMAN SACHS GROUP INC P 2023-11-13 2025-11-10
2GOLDMAN SACHS GROUP INC P 2023-11-13 2025-12-15
12HEICO CORP P 2023-01-01 2025-04-15
7HONEYWELL INTERNATIONAL INC P 2023-10-12 2025-02-06
11IBERDROLA S A P 2023-01-01 2025-05-19
14IBERDROLA S A P 2023-01-01 2025-05-27
23IBERDROLA S A P 2023-01-01 2025-06-02
10IBERDROLA S A P 2023-02-10 2025-06-09
11IBERDROLA S A P 2023-02-10 2025-06-17
9INTERCONTINENTAL HOTELS GROUP P 2023-01-01 2025-05-19
7INTERCONTINENTAL HOTELS GROUP P 2023-01-01 2025-06-02
13INTERCONTINENTAL HOTELS GROUP P 2023-07-18 2025-06-09
11IQVIA HOLDINGS INC P 2023-01-01 2025-02-24
42ISH RS MD-C ETF P 2024-04-18 2025-07-07
2LVMH MOET HENNESSY L P 2023-10-12 2025-03-31
6LVMH MOET HENNESSY L P 2022-10-28 2025-05-01
1ELI LILLY & CO P 2022-10-19 2025-11-19
4MARSH & MCLENNAN COS INC P 2023-02-10 2025-03-06
15MARVELL TECHNOLOGY INC P 2024-01-01 2025-05-01
1MARVELL TECHNOLOGY INC P 2023-04-26 2025-10-15
3MICROSOFT CORP P 2024-02-15 2025-06-11
2MICROSOFT CORP P 2023-01-01 2025-06-27
3MICROSOFT CORP P 2023-02-10 2025-07-30
92MITSUBISHI UFJ FINANICAL GROUP P 2023-06-08 2025-10-28
352MITSUBISHI UFJ FINANICAL GROUP P 2023-01-01 2025-12-02
238MITSUBISHI UFJ FINANICAL GROUP P 2022-09-28 2025-12-09
22MITSUBISHI UFJ FINANICAL GROUP P 2022-09-28 2025-12-16
19MONDELEZ INTERNATIONAL INC P 2023-02-10 2025-01-27
12MONDELEZ INTERNATIONAL INC P 2023-01-01 2025-04-07
82NATWEST GROUP PLC P 2024-05-28 2025-06-09
1NEWMARKET CORP P 2024-06-21 2025-09-16
75NINTENDO LTD ADR P 2023-11-13 2025-05-19
214NINTENDO LTD ADR P 2024-01-01 2025-05-27
6NORDSON COR P 2023-01-01 2025-05-01
3NORFOLK SOUTHERN CORP P 2023-10-12 2025-03-06
14NOVO NORDISK A S ADR P 2023-10-12 2025-03-10
6NOVO NORDISK A S ADR P 2024-01-02 2025-01-27
79NOVO NORDISK A S ADR P 2023-01-01 2025-08-04
42NOVO NORDISK A S ADR P 2023-01-01 2025-09-04
35NOVO NORDISK A S ADR P 2023-02-10 2025-10-06
51OTIS WORLDWIDE CORP P 2024-03-25 2025-08-04
43OTIS WORLDWIDE CORP P 2024-03-25 2025-09-04
20PEPSICO INC P 2023-11-13 2025-01-27
15POST HLDGS INC P 2024-03-25 2025-04-28
3PROCTER & GAMBLE CO P 2023-02-10 2025-11-19
6PROLOGIS INC P 2023-11-13 2025-03-11
9PROLOGIS INC P 2023-11-13 2025-05-13
21PROLOGIS INC P 2023-01-01 2025-06-12
3ROCKWELL AUTOMATION INC P 2024-06-21 2025-07-08
2ROCKWELL AUTOMATION INC P 2024-06-21 2025-12-18
12SMC CORP JAPAN SPONSORED ADR P 2022-09-28 2025-03-31
10CHARLES SCHWAB CORP P 2023-11-13 2025-02-05
19CHARLES SCHWAB CORP P 2023-01-01 2025-11-25
8CHARLES SCHWAB CORP P 2024-02-13 2025-12-19
32SEVEN & I HLDGS CO LTD ADR P 2023-01-01 2025-05-19
24SOFTBANK GROUP P 2023-01-01 2025-06-16
35SOFTBANK GROUP P 2023-12-14 2025-07-15
30SOFTBANK GROUP P 2023-01-01 2025-12-16
26SOFTBANK GROUP P 2022-09-28 2025-12-23
46SYMRISE AG ADR P 2023-01-01 2025-08-04
119SYMRISE AG ADR P 2023-02-10 2025-10-06
66SYMRISE AG ADR P 2022-09-28 2025-12-08
8TAIWAN SEMICONDCTOR P 2023-09-11 2025-01-14
4TAIWAN SEMICONDCTOR P 2024-05-24 2025-10-07
15TEXAS INSTRUMENTS INC P 2023-12-14 2025-07-01
1THERMO FISHER SCIENTIFIC INC P 2023-12-14 2025-04-22
8THERMO FISHER SCIENTIFIC INC P 2023-12-14 2025-05-01
8UNION PACIFIC CORP P 2023-01-01 2025-02-13
11UNION PACIFIC CORP P 2023-01-01 2025-03-24
6UNITEDHEALTH GROUP INC P 2023-01-01 2025-02-13
3UNITEDHEALTH GROUP INC P 2023-02-10 2025-03-24
2UNITEDHEALTH GROUP INC P 2023-02-10 2025-03-31
2UNITEDHEALTH GROUP INC P 2023-02-10 2025-04-10
17UNITEDHEALTH GROUP INC P 2023-01-01 2025-05-01
9VNG RSL 2000 IDX P 2024-03-25 2025-04-08
5VNG RSL 2000 IDX P 2024-03-25 2025-06-23
16VNG RSL 2000 IDX P 2024-03-25 2025-07-08
15VNG RSL 2000 IDX P 2024-03-25 2025-08-07
16VNG RSL 2000 IDX P 2024-03-25 2025-09-08
14VISA INC CL A P 2023-02-10 2025-04-02
8VISA INC CL A P 2023-01-01 2025-12-17
1WASTE MANAGEMENT INC P 2022-10-28 2025-01-15
2WATERS CORP P 2024-03-25 2025-09-04
34ZOETIS INC P 2023-01-01 2025-11-06
23ZURICH INSURANCE GROUP LTD ADR P 2023-01-01 2025-01-21
54ZURICH INSURANCE GROUP LTD ADR P 2023-02-10 2025-02-25
35ZURICH INSURANCE GROUP LTD ADR P 2023-02-10 2025-02-26
50ZURICH INSURANCE GROUP LTD ADR P 2023-01-01 2025-03-11
30ZURICH INSURANCE GROUP LTD ADR P 2023-02-10 2025-03-25
39ZURICH INSURANCE GROUP LTD ADR P 2023-01-01 2025-04-01
19ZURICH INSURANCE GROUP LTD ADR P 2022-10-28 2025-04-15
23ZURICH INSURANCE GROUP LTD ADR P 2023-01-01 2025-04-22
40ZURICH INSURANCE GROUP LTD ADR P 2023-01-01 2025-05-13
25ZURICH INSURANCE GROUP LTD ADR P 2023-01-01 2025-05-19
48ZURICH INSURANCE GROUP LTD ADR P 2022-09-28 2025-05-27
3ACCENTURE PLC IRELAND P 2023-06-08 2025-02-24
8ACCENTURE PLC IRELAND P 2023-01-01 2025-08-04
3ACCENTURE PLC IRELAND P 2022-09-28 2025-11-25
2LINDE PLC P 2024-02-20 2025-03-10
1LINDE PLC P 2024-07-24 2025-12-08
61UBS GROUP AG P 2023-06-08 2025-03-11
26UBS GROUP AG P 2023-01-01 2025-04-15
43UBS GROUP AG P 2023-06-08 2025-05-13
44UBS GROUP AG P 2023-01-01 2025-06-02
0.02778QIAGEN NV P 2023-10-12 2025-01-29
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 237,000   237,000 0
b 246,000   246,000 0
c 11,119   7,089 4,030
d 17,216   13,734 3,482
e 9,216   8,117 1,099
24,954   19,465 5,489
6,387   6,965 -578
14,758   12,070 2,688
9,623   8,840 783
17,011   16,378 633
    10,051 -10,051
429   10,596 -10,167
    12,089 -12,089
24,267   21,483 2,784
648   691 -43
8,493   8,825 -332
4,085   4,158 -73
5,120   4,935 185
903   912 -9
3,046   3,545 -499
791   756 35
1,549   1,511 38
3,061   3,399 -338
3,164   3,410 -246
1,628   1,622 6
1,534   1,737 -203
1,100   1,171 -71
3   3 0
38   40 -2
1,006   1,096 -90
3,291   3,585 -294
3,392   4,153 -761
1,418   1,619 -201
5,329   6,445 -1,116
708   752 -44
1,986   2,201 -215
5,965   6,416 -451
820   900 -80
827   883 -56
858   935 -77
1,720   1,974 -254
3,774   3,105 669
1,117   1,181 -64
916   983 -67
914   618 296
1,223   1,276 -53
1,736   2,138 -402
1,695   1,858 -163
3,827   4,657 -830
1,567   2,169 -602
1,903   2,214 -311
3,749   5,140 -1,391
2,252   2,116 136
3,815   4,173 -358
3,071   3,651 -580
3,183   3,729 -546
1,798   2,087 -289
2,125   1,836 289
2,269   2,399 -130
1,706   2,224 -518
7,102   8,089 -987
6,901   7,714 -813
1,470   1,566 -96
6,218   6,553 -335
1,508   1,548 -40
5,030   5,784 -754
775   728 47
2,426   3,042 -616
783   830 -47
3,854   4,252 -398
769   836 -67
1,136   1,227 -91
5,121   6,046 -925
4,666   5,033 -367
1,261   1,316 -55
669   733 -64
1,109   1,204 -95
5,803   7,942 -2,139
1,713   2,499 -786
6,406   6,959 -553
3,597   4,213 -616
1,687   1,849 -162
2,185   2,355 -170
3,255   3,898 -643
5,552   5,919 -367
6,700   7,210 -510
1,415   1,550 -135
1,241   1,439 -198
2,081   2,225 -144
1,661   2,112 -451
3,873   4,370 -497
1,119   1,285 -166
2,581   2,915 -334
666   825 -159
461   506 -45
819   833 -14
1,843   1,931 -88
2,006   1,849 157
2,005   2,143 -138
1,619   1,066 553
864   549 315
1,407   1,375 32
10,434   10,887 -453
5,450   5,497 -47
803   760 43
13,075   11,637 1,438
3,397   3,224 173
1,682   1,678 4
1,476   1,413 63
2,203   2,119 84
2,917   2,825 92
3,548   3,355 193
836   795 41
668   618 50
765   706 59
9,075   8,919 156
618   618 0
14,156   13,282 874
594   595 -1
1,350   1,351 -1
3,907   3,918 -11
1,421   1,481 -60
8,575   7,919 656
4,562   4,564 -2
287   289 -2
11,599   11,263 336
12,897   12,511 386
188   181 7
265   285 -20
262   292 -30
3,860   4,373 -513
1,252   1,372 -120
1,226   1,221 5
1,224   1,224 0
2,561   2,774 -213
4,203   4,630 -427
2,769   3,317 -548
896   898 -2
1,585   1,347 238
5,215   5,474 -259
4   4 0
1   1 0
5,932   6,835 -903
1,002   984 18
709   848 -139
3,338   3,698 -360
792   560 232
2,244   2,357 -113
631   703 -72
3,336   3,918 -582
566   619 -53
2,449   2,505 -56
370   416 -46
1,311   1,018 293
794   853 -59
2,641   3,035 -394
1,926   2,087 -161
3,535   3,268 267
884   744 140
1,000   1,085 -85
2,774   3,382 -608
4,012   3,058 954
1,611   1,880 -269
1,336   1,442 -106
844   905 -61
1,132   1,062 70
932   838 94
2,342   2,011 331
616   742 -126
1,349   1,488 -139
345   438 -93
3,597   4,754 -1,157
1,586   1,831 -245
10,209   11,757 -1,548
319   390 -71
7,377   7,727 -350
2,308   2,424 -116
3,535   3,362 173
1,389   1,457 -68
3,074   3,482 -408
136   130 6
3,825   4,515 -690
161   174 -13
4,688   5,052 -364
3,953   5,156 -1,203
2,523   2,789 -266
2,067   2,338 -271
2,403   2,652 -249
5,635   6,838 -1,203
1,207   1,352 -145
1,107   1,116 -9
2,635   2,851 -216
617   620 -3
3,176   3,453 -277
1,368   1,514 -146
1,365   1,399 -34
912   803 109
919   787 132
1,175   674 501
1,958   1,387 571
618   657 -39
2,221   2,509 -288
1,667   1,738 -71
1,505   1,886 -381
492   492 0
1,263   1,263 0
922   100 822
753   753 0
692   692 0
770   782 -12
10,433   10,673 -240
20,257   18,571 1,686
14,821   14,449 372
474   445 29
395   370 25
1,365   1,341 24
2,273   2,276 -3
801   789 12
1,859   2,037 -178
2,020   2,177 -157
2,014   2,290 -276
213   241 -28
309   278 31
637   682 -45
618   659 -41
426   460 -34
1,523   1,758 -235
979   1,066 -87
964   1,169 -205
2,316   2,652 -336
1,876   2,281 -405
4,988   6,935 -1,947
5,567   4,896 671
1,093   1,248 -155
2,475   1,152 1,323
252   256 -4
2,015   2,442 -427
396   442 -46
1,411   1,534 -123
642   753 -111
809   923 -114
1,370   1,560 -190
868   1,045 -177
1,577   1,680 -103
1,214   1,306 -92
1,520   1,616 -96
1,045   1,212 -167
705   678 27
1,890   1,984 -94
1,204   1,449 -245
1,296   1,437 -141
1,304   1,437 -133
250   269 -19
295   339 -44
848   976 -128
1,779   1,874 -95
1,896   1,925 -29
5,289   5,988 -699
624   688 -64
754   824 -70
574   720 -146
3,073   3,536 -463
2,119   2,623 -504
2,429   2,940 -511
1,034   1,001 33
2,012   1,770 242
756   797 -41
601   764 -163
3,818   3,694 124
2,723   2,936 -213
1,995   2,027 -32
3,344   3,621 -277
2,663   2,874 -211
1,140   1,394 -254
6,267   7,417 -1,150
668   736 -68
796   858 -62
922   1,034 -112
2,665   3,077 -412
791   557 234
1,725   1,294 431
1,485   1,022 463
3,281   2,121 1,160
1,050   841 209
586   517 69
824   503 321
1,610   856 754
1,430   792 638
2,737   1,344 1,393
1,454   833 621
756   416 340
1,096   839 257
971   452 519
1,521   603 918
3,006   1,205 1,801
2,514   1,596 918
1,148   666 482
682   518 164
1,109   690 419
4,339   2,359 1,980
2,909   1,496 1,413
3,961   1,629 2,332
1,410   881 529
5,293   6,594 -1,301
1,796   1,620 176
1,112   1,075 37
2,313   2,424 -111
830   580 250
1,655   1,130 525
1,640   1,283 357
1,043   633 410
1,254   648 606
1,274   1,137 137
1,452   1,153 299
1,719   1,205 514
1,467   1,005 462
1,041   443 598
919   435 484
761   277 484
2,893   2,001 892
682   870 -188
1,594   1,591 3
3,502   4,601 -1,099
1,559   1,770 -211
1,187   1,250 -63
3,771   4,250 -479
2,923   3,320 -397
1,479   1,367 112
1,465   1,327 138
1,648   1,410 238
4,053   4,588 -535
1,773   1,921 -148
548   774 -226
781   921 -140
1,274   710 564
882   536 346
1,037   686 351
1,436   1,814 -378
1,032   1,320 -288
461   328 133
1,381   656 725
792   328 464
1,592   656 936
1,784   656 1,128
3,017   1,957 1,060
1,469   1,282 187
782   520 262
1,024   656 368
1,688   1,071 617
727   454 273
823   499 324
1,088   851 237
806   522 284
1,500   950 550
2,131   2,210 -79
3,915   3,315 600
247   283 -36
665   779 -114
1,049   328 721
943   687 256
910   995 -85
88   38 50
1,424   1,219 205
992   668 324
1,538   785 753
1,386   632 754
5,640   1,844 3,796
3,707   1,107 2,600
347   102 245
1,109   1,230 -121
787   723 64
1,171   670 501
812   519 293
1,491   871 620
4,481   2,602 1,879
1,140   1,309 -169
714   596 118
3,357   2,781 576
528   614 -86
3,844   3,863 -19
2,359   2,470 -111
2,112   2,423 -311
4,320   5,063 -743
3,688   4,269 -581
3,072   3,358 -286
1,672   1,586 86
439   412 27
705   617 88
986   925 61
2,278   2,140 138
1,021   775 246
784   516 268
217   251 -34
818   543 275
1,709   1,217 492
792   506 286
494   398 96
716   512 204
1,229   737 492
1,605   609 996
1,430   449 981
1,072   1,190 -118
2,583   2,992 -409
1,277   1,561 -284
1,606   716 890
1,175   639 536
3,108   2,513 595
434   527 -93
3,374   4,216 -842
1,998   1,589 409
2,585   2,165 420
3,169   2,940 229
1,545   1,469 76
1,044   980 64
1,188   980 208
6,822   8,233 -1,411
664   751 -87
421   417 4
1,434   1,335 99
1,329   1,252 77
1,537   1,335 202
4,808   3,181 1,627
2,762   1,937 825
208   157 51
591   687 -96
4,084   5,297 -1,213
675   543 132
1,769   1,260 509
1,154   817 337
1,679   1,167 512
1,050   700 350
1,363   957 406
640   404 236
794   489 305
1,346   815 531
875   501 374
1,680   961 719
1,091   924 167
2,064   2,455 -391
748   772 -24
926   875 51
392   446 -54
1,913   1,213 700
752   663 89
1,400   836 564
1,405   749 656
1   1 0
246,675     246,675
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       0
b       0
c       4,030
d       3,482
e       1,099
      5,489
      -578
      2,688
      783
      633
      -10,051
      -10,167
      -12,089
      2,784
      -43
      -332
      -73
      185
      -9
      -499
      35
      38
      -338
      -246
      6
      -203
      -71
      0
      -2
      -90
      -294
      -761
      -201
      -1,116
      -44
      -215
      -451
      -80
      -56
      -77
      -254
      669
      -64
      -67
      296
      -53
      -402
      -163
      -830
      -602
      -311
      -1,391
      136
      -358
      -580
      -546
      -289
      289
      -130
      -518
      -987
      -813
      -96
      -335
      -40
      -754
      47
      -616
      -47
      -398
      -67
      -91
      -925
      -367
      -55
      -64
      -95
      -2,139
      -786
      -553
      -616
      -162
      -170
      -643
      -367
      -510
      -135
      -198
      -144
      -451
      -497
      -166
      -334
      -159
      -45
      -14
      -88
      157
      -138
      553
      315
      32
      -453
      -47
      43
      1,438
      173
      4
      63
      84
      92
      193
      41
      50
      59
      156
      0
      874
      -1
      -1
      -11
      -60
      656
      -2
      -2
      336
      386
      7
      -20
      -30
      -513
      -120
      5
      0
      -213
      -427
      -548
      -2
      238
      -259
      0
      0
      -903
      18
      -139
      -360
      232
      -113
      -72
      -582
      -53
      -56
      -46
      293
      -59
      -394
      -161
      267
      140
      -85
      -608
      954
      -269
      -106
      -61
      70
      94
      331
      -126
      -139
      -93
      -1,157
      -245
      -1,548
      -71
      -350
      -116
      173
      -68
      -408
      6
      -690
      -13
      -364
      -1,203
      -266
      -271
      -249
      -1,203
      -145
      -9
      -216
      -3
      -277
      -146
      -34
      109
      132
      501
      571
      -39
      -288
      -71
      -381
      0
      0
      822
      0
      0
      -12
      -240
      1,686
      372
      29
      25
      24
      -3
      12
      -178
      -157
      -276
      -28
      31
      -45
      -41
      -34
      -235
      -87
      -205
      -336
      -405
      -1,947
      671
      -155
      1,323
      -4
      -427
      -46
      -123
      -111
      -114
      -190
      -177
      -103
      -92
      -96
      -167
      27
      -94
      -245
      -141
      -133
      -19
      -44
      -128
      -95
      -29
      -699
      -64
      -70
      -146
      -463
      -504
      -511
      33
      242
      -41
      -163
      124
      -213
      -32
      -277
      -211
      -254
      -1,150
      -68
      -62
      -112
      -412
      234
      431
      463
      1,160
      209
      69
      321
      754
      638
      1,393
      621
      340
      257
      519
      918
      1,801
      918
      482
      164
      419
      1,980
      1,413
      2,332
      529
      -1,301
      176
      37
      -111
      250
      525
      357
      410
      606
      137
      299
      514
      462
      598
      484
      484
      892
      -188
      3
      -1,099
      -211
      -63
      -479
      -397
      112
      138
      238
      -535
      -148
      -226
      -140
      564
      346
      351
      -378
      -288
      133
      725
      464
      936
      1,128
      1,060
      187
      262
      368
      617
      273
      324
      237
      284
      550
      -79
      600
      -36
      -114
      721
      256
      -85
      50
      205
      324
      753
      754
      3,796
      2,600
      245
      -121
      64
      501
      293
      620
      1,879
      -169
      118
      576
      -86
      -19
      -111
      -311
      -743
      -581
      -286
      86
      27
      88
      61
      138
      246
      268
      -34
      275
      492
      286
      96
      204
      492
      996
      981
      -118
      -409
      -284
      890
      536
      595
      -93
      -842
      409
      420
      229
      76
      64
      208
      -1,411
      -87
      4
      99
      77
      202
      1,627
      825
      51
      -96
      -1,213
      132
      509
      337
      512
      350
      406
      236
      305
      531
      374
      719
      167
      -391
      -24
      51
      -54
      700
      89
      564
      656
      0
      246,675
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 2 249,119
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 5,341
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 5,341
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 5,341
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,629
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,629
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 100
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 2,812
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
AR
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 addressN/A
14
The books are in care ofLLOYD BROSIUS Telephone no. (870) 673-1110

Located at1869 HWY 152HUMPHREYAR ZIP+472073
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
GEORGE H DUNKLIN JR TRUSTEE
1.00
0 0 0
63 DUNKLIN LANE
STUTTGART,AR72160
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
10,162,948
b
Average of monthly cash balances.......................
1b
673,173
c
Fair market value of all other assets (see instructions)................
1c
705,052
d
Total (add lines 1a, 1b, and 1c).......................
1d
11,541,173
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
11,541,173
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
173,118
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,368,055
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
568,403
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
568,403
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
5,341
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,341
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
563,062
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
563,062
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
563,062
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
974,423
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
974,423
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 7 563,062
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023...... 385,437
e From 2024...... 15,612,597
f Total of lines 3a through e ........ 15,998,034
4Qualifying distributions for 2025 from Part
XI, line 4: $ 974,423
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) .....
0
c Treated as distributions out of corpus (Election
required—see instructions) ........
Click to see attachment
List of Attached Documents:
// Content
0
d Applied to 2025 distributable amount..... 563,062
e Remaining amount distributed out of corpus 411,361
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 16,409,395
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
16,409,395
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 .... 385,437
d Excess from 2024 .... 15,612,597
e Excess from 2025 .... 411,361
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

ACCESS GROUP INC

10618 BRECKENRIDGE DR
LITTLE ROCK,AR72211
NONE   UNDESIGNATED 10,000

ARKANSAS COUNTY 4-H FOUNDATION

220 WEST CROSS
DEWITT,AR72042
NONE   UNDESIGNATED 250

ARKANSAS MUSEUM OF FINE ART

2510 CANTRELL RD
LITTLE ROCK,AR72202
NONE   UNDESIGNATED 15,000

ARKANSAS POLICY FOUNDATION

111 CENTER STREET 1200
LITTLE ROCK,AR72201
NONE   UNDESIGNATED 20,000

ARTS CENTER OF THE GRAND PRAIRIE

108 WEST 12TH STREET
STUTTGART,AR72160
NONE   UNDESIGNATED 5,000

BOY SCOUTS OF AMERICA

3220 CANTRELL ROAD
LITTLE ROCK,AR72202
NONE   UNDESIGNATED 5,000

BROOKLYN PROJECT FOUNDATION

11917 YOSEMITE VALLEY DRIVE
LITTLE ROCK,AR72212
NONE   UNDESIGNATED 1,000

CHILDREN'S ADVOCACY CENTER OF SE AR

124 W CAPITOL AVE STE 865
LITTLE ROCK,AR72201
NONE   UNDESIGNATED 25

DONNA TERRELL'S YOGA WARRIORS FIGHTING CANCER

PO BOX 164083
LITTLE ROCK,AR72216
NONE   UNDESIGNATED 10,000

DUCKS UNLIMITED

ONE WATERFOWL WAY
MEMPHIS,TN38120
NONE   UNDESIGNATED 15,400

EASTER SEALS

3920 WOODLAND HEIGHTS ROAD
LITTLE ROCK,AR72212
NONE   UNDESIGNATED 10,000

FIRST UNITED METHODIST CHURCH

307 E 4TH ST
STUTTGART,AR72160
NONE   UNDESIGNATED 37,500

FIVE OAKS AG & RESEARCH CENTER

1920 SOUTH MAIN STREET SUITE 103
STUTTGART,AR72160
NONE   UNDESIGNATED 761,698

JOHN 316 MINISTRIES

150 HOLMES RD
CHARLOTTE,NC72522
NONE   UNDESIGNATED 5,000

KIWANIS CLUB

PO BOX 323
STUTTGART,AR72160
NONE   UNDESIGNATED 500

KNIGHTS OF COLUMBUS

1101 S PARK AVE
STUTTGART,AR72160
NONE   UNDESIGNATED 400

LIGHTHOUSE CHURCH

2009 SOUTH OAK STREET
STUTTGART,AR72160
NONE   UNDESIGNATED 10,000

LITTLE ROCK OPEN PROFESSIONAL TENNIS FOUN

3524 TERMINIX DR
LITTLE ROCK,AR72206
NONE   UNDESIGNATED 10,000

MUSEUM OF ARKANSAS GRAND PRAIRIE

921 E 4TH
STUTTGART,AR72160
NONE   UNDESIGNATED 5,000

OUACHITA BAPTIST UNIVERSITY

410 OUACHITA ST
ARKADELPHIA,AR71998
NONE   UNDESIGNATED 40,000

PERSONAL PEP RALLY INC

1920 SOUTH MAIN SUITE 107
STUTTGART,AR72160
NONE   UNDESIGNATED 5,000

PHILIPS COMMUNITY COLLEGE FOUNDATION

1000 CAMPUS RD
HELENA,AR72342
NONE   UNDESIGNATED 500

RESTORATION OF HOPE

23 C AND B LN
STUTTGART,AR72160
NONE   UNDESIGNATED 250

STUTTGART MEMORIAL HOSPITAL FOUNDATION

PO BOX 1905
STUTTGART,AR72160
NONE   UNDESIGNATED 2,500

STUTTGART RICEBIRDS BOOSTER CLUB

2105 BENMER
STUTTGART,AR72160
NONE   UNDESIGNATED 1,200

STUTTGART ROTARY CLUB

2103 E 22ND ST
STUTTGART,AR72160
NONE   UNDESIGNATED 200

THE AMERICAN LEGION

PO BOX 241
STUTTGART,AR72160
NONE   UNDESIGNATED 250

ALCORN VOLUNTEER FIRE DEPT

2098 ALCORN GILL RD
HUMPHREY,AR72073
NONE   UNDESIGNATED 2,500

HEAVEN'S HELPING HANDS MINISTRY INC

PO BOX 20
ROE,AR72134
NONE   UNDESIGNATED 250
Total ................................. 3a 974,423
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 189,909  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14    
8 Gain or (loss) from sales of assets other than
inventory ............
    18 249,119  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 439,028 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
439,028
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
GEORGE H DUNKLIN JR CHARITABLE
 
FOUNDATION
EIN:
68-6213253
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 22,770 11,385   0
TAX PREPARATION FEES 4,400 2,200   0

TY 2025 DistributionFromCorpusElection
Name:
GEORGE H DUNKLIN JR CHARITABLE
 
FOUNDATION
EIN:
68-6213253
Election:
THE TAXPAYER HEREBY ELECTS UNDER REGS. SECTION 53.4942(A)-3(D)(2)TO DESIGNATE $30,984 OF THE QUALIFYING DISTRIBUTIONS MADE DURING 2013 IN EXCESS OF THE UNDISTRIBUTED AMOUNT FROM 2012 OF $260,576 AS BEING MADE FROM CORPUS. - N/A FOR 2013

TY 2025 InvestmentsCorpStockSchedule
Name:
GEORGE H DUNKLIN JR CHARITABLE
 
FOUNDATION
EIN:
68-6213253
Name of Stock End of Year Book Value End of Year Fair Market Value
STOCKS EDWARD JONES #7117 670,260 1,264,127
STOCKS EDWARD JONES #8410 759,862 1,787,832
STOCKS EDWARD JONES #9014 1,038,344 1,359,764

TY 2025 InvestmentsOtherSchedule2
Name:
GEORGE H DUNKLIN JR CHARITABLE
 
FOUNDATION
EIN:
68-6213253
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MUTUAL FUNDS EDWARD JONES #7117 AT COST 2,026,750 3,244,879
MUTUAL FUNDS EDWARD JONES #0715 AT COST 1,726,727 2,175,269
MUTUAL FUNDS EDWARD JONES #8410 AT COST 128,716 125,496
GUN AND ART COLLECTABLES AT COST 120,110 0
MUTUAL FUNDS EDWARD JONES #9014 AT COST 319,675 460,181
CLAT GATEWAY OFFICE AT COST 284,469 284,469
CLAT WINDRIVER AT COST 420,583 420,583
OTHER INVESTMENT TIMING DIFFERENCES AT COST 43,883 0

TY 2025 LegalFeesSchedule
Name:
GEORGE H DUNKLIN JR CHARITABLE
 
FOUNDATION
EIN:
68-6213253
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 843 421   0


TY 2025 OtherExpensesSchedule
Name:
GEORGE H DUNKLIN JR CHARITABLE
 
FOUNDATION
EIN:
68-6213253
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ACCOUNT FEES 37,666 37,666   0


TY 2025 TaxesSchedule
Name:
GEORGE H DUNKLIN JR CHARITABLE
 
FOUNDATION
EIN:
68-6213253
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 2,648 2,648   0