TY 2025 Form 990PF

- TIN:

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
TTEE ANNETTE KADE FUND IN MEMORY OF

Number and street (or P.O. box number if mail is not delivered to street address) 200 BELLEVUE PKWY SUITE 500
Room/suite

City or town
WILMINGTON

State or province
DE

Country

ZIP or foreign postal code
19809

A Employer identification number

13-6754615

B Telephone number (see instructions)

3027982160

C If exemption application is pending, check here

G Check all that apply: Initial returnInitial return of a former public charity

Address change Name change

D 1. Foreign organizations, check here.............

2. Foreign organizations meeting the 85%
test, check here and attach computation ...

E If private foundation status was terminated
under section 507(b)(1)(A), check here .......

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$6,738,581J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .................
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	125,564		125,503
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		347,159
b	Gross sales price for all assets on line 6a 1,127,703
7	Capital gain net income (from Part IV, line 2)...			347,159
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).......	List of Attached Documents: // Content	891	72
12	Total. Add lines 1 through 11........	473,614		472,734
13	Compensation of officers, directors, trustees, etc.	32,467		16,234		16,234
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).......	List of Attached Documents: // Content	1,000	0	0	1,000
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	11,099	5,210		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).......	List of Attached Documents: // Content	35,588	35,588
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	80,154		57,032	0	17,234
25	Contributions, gifts, grants paid.......	262,800				262,800
26	Total expenses and disbursements. Add lines 24 and 25 ................	342,954		57,032	0	280,034
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	130,660
b	Net investment income (if negative, enter -0-)			415,702
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	95,337	121,438	122,158
	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).......	3,307,835	List of Attached Documents: // Content 3,411,886	6,616,423
	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)..........			0
	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)	3,403,172	3,533,324	6,738,581
	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
		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........	3,403,172	3,533,324
	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).....	3,403,172	3,533,324
	30	Total liabilities and net assets/fund balances (see instructions).	3,403,172	3,533,324

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

3,403,172

Enter amount from Part I, line 27a .....................

130,660

Other increases not included in line 2 (itemize)

Add lines 1, 2, and 3 ..........................

3,533,832

Decreases not included in line 2 (itemize) Click to see attachment

List of Attached Documents:

// Content

508

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..

3,533,324

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	102. ABBVIE INC			2025-01-03
b	52. BROADCOM INC COM		2021-01-28	2025-01-03
c	59. ORACLE CORPORATION COM		2012-04-27	2025-01-03
d	123. RTX CORPORATION		2012-04-27	2025-01-03
e	35. APPLE COMPUTER INC COMMON		2013-01-25	2025-01-29
	9. BLACKROCK INC COM		2022-07-18	2025-01-29
	101. CHARLES RIV LABORATORIES INTL INC			2025-01-29
	464. COMCAST CORP NEW		2012-04-27	2025-01-29
	22. MICROSOFT CORP		2024-01-23	2025-01-29
	43. NVIDIA CORP		2024-08-07	2025-01-29
	202. ARISTA NETWORKS INC COM USD0.0001 (PST REV S		2020-08-21	2025-03-06
	90. BROADCOM INC COM		2021-01-28	2025-03-06
	387. DOW INC COM			2025-03-06
	174. BOSTON SCIENTIFIC CORP			2025-04-07
	24. HOME DEPOT INC		2012-05-24	2025-04-07
	83. ORACLE CORPORATION COM		2012-04-27	2025-04-07
	568. TRUIST FINL CORP COM			2025-04-07
	199. WAL MART STORES INC		2012-04-27	2025-04-07
	124. UNITEDHEALTH GROUP INC		2012-04-27	2025-05-15
	178. CROWN CASTLE INC			2025-06-05
	63. DARDEN RESTAURANTS INC		2019-05-10	2025-06-05
	25. DEERE & CO.		2023-04-20	2025-06-05
	52. ORACLE CORPORATION COM		2012-04-27	2025-06-05
	394. VANGUARD FTSE DEVELOPED MARKETS ETF		2024-09-11	2025-06-18
	3194. VANGUARD FTSE DEVELOPED MARKETS ETF			2025-06-18
	9. ABBVIE INC		2025-06-18	2025-07-10
	45. ABBVIE INC		2019-12-17	2025-07-10
	4. BERKSHIRE HATHAWAY INC-CL B		2025-06-18	2025-07-10
	47. BERKSHIRE HATHAWAY INC-CL B		2012-07-13	2025-07-10
	44. BERKSHIRE HATHAWAY INC-CL B		2012-07-13	2025-08-21
	7. DARDEN RESTAURANTS INC		2025-06-18	2025-08-21
	113. DARDEN RESTAURANTS INC			2025-08-21
	101. KEYSIGHT TECHNOLOGIES INC			2025-08-21
	7. O REILLY AUTOMOTIVE INC		2025-06-18	2025-08-21
	128. O REILLY AUTOMOTIVE INC		2021-03-11	2025-08-21
	1275. VANGUARD FTSE DEVELOPED MARKETS ETF		2018-12-04	2025-08-26
	1. BLACKROCK INC COM		2025-06-18	2025-09-18
	18. BLACKROCK INC COM		2022-07-18	2025-09-18
	4. DEERE & CO.		2025-06-18	2025-09-18
	48. DEERE & CO.			2025-09-18
	23. BLACKROCK INC COM			2025-10-30
	61. FISERV INC			2025-10-30
	254. FISERV INC		2024-05-29	2025-10-30
	143. HOLOGIC INC			2025-10-30
	435. HOLOGIC INC			2025-10-30
	1613. VANGUARD FTSE DEVELOPED MARKETS ETF		2018-12-04	2025-11-21
	3.0006 ABBOTT LABORATORIES COMMON ~			2025-11-25
	9.9994 ABBOTT LABORATORIES COMMON ~		2025-06-18	2025-11-25
	5. ABBVIE INC		2025-11-21	2025-11-25
	3. ALPHABET INC CAP STK CL C			2025-11-25
	25. ALPHABET INC CAP STK CL A			2025-11-25
	22. AMAZON COM INC			2025-11-25
	27. APPLE COMPUTER INC COMMON			2025-11-25
	7. APPLIED MATERIALS COM			2025-11-25
	8. ARISTA NETWORKS INC COM USD0.0001 (PST REV S			2025-11-25
	6. ATLASSIAN CORPORATION CL A		2025-01-03	2025-11-25
	2. AUTOMATIC DATA PROCESSING INC COM		2025-06-18	2025-11-25
	6. BWX TECHNOLOGIES INC			2025-11-25
	35. BANK OF AMERICA CORP			2025-11-25
	2. BERKSHIRE HATHAWAY INC-CL B		2025-11-21	2025-11-25
	1. BOSTON SCIENTIFIC CORP		2025-06-18	2025-11-25
	7. BOSTON SCIENTIFIC CORP		2025-06-18	2025-11-25
	11. BROADCOM INC COM			2025-11-25
	5.00089 COTERRA ENERGY INC		2022-10-21	2025-11-25
	26.99911 COTERRA ENERGY INC		2022-10-21	2025-11-25
	2. CATERPILLAR INC DEL COM		2025-11-21	2025-11-25
	1. CHENIERE ENERGY INC		2025-06-18	2025-11-25
	2. CHENIERE ENERGY INC		2025-06-18	2025-11-25
	1.99982 CHEVRONTEXACO CORP COM		2023-10-10	2025-11-25
	7.00018 CHEVRONTEXACO CORP COM		2023-10-10	2025-11-25
	14. COLGATE PALMOLIVE CO COMMON ~		2025-08-21	2025-11-25
	11. CONSOLIDATED EDISON INC			2025-11-25
	1.99985 CORTEVA INC COM USD0.01 WI		2025-06-18	2025-11-25
	13.00015 CORTEVA INC COM USD0.01 WI		2025-06-18	2025-11-25
	3. CUMMINS INC		2025-11-21	2025-11-25
	2. META PLATFORMS, INC		2025-07-10	2025-11-25
	1. HOME DEPOT INC		2025-06-18	2025-11-25
	2. HOME DEPOT INC		2025-06-18	2025-11-25
	7. IQVIA HLDGS INC COM		2024-10-22	2025-11-25
	9. J P MORGAN CHASE & CO COM			2025-11-25
	4. KEYSIGHT TECHNOLOGIES INC		2023-07-19	2025-11-25
	1. ELI LILLY & CO COMMON ~		2025-11-21	2025-11-25
	2. LOCKHEED MARTIN CORP		2023-04-20	2025-11-25
	1. MARTIN MARIETTA MATLS INC		2025-11-21	2025-11-25
	2.00031 MERCK & CO INC NEW		2023-06-23	2025-11-25
	9.99969 MERCK & CO INC NEW		2023-06-23	2025-11-25
	2.99966 MICROSOFT CORP		2025-06-18	2025-11-25
	13.00034 MICROSOFT CORP		2025-06-18	2025-11-25
	7. MICRON TECHNOLOGY INC COM		2025-11-21	2025-11-25
	2.00014 MONDELEZ INTL INC		2025-06-18	2025-11-25
	11.99986 MONDELEZ INTL INC		2025-06-18	2025-11-25
	11. MORGAN STANLEY			2025-11-25
	.99982 NEUROCRINE BIOSCIENCES INC		2025-01-29	2025-11-25
	6.00018 NEUROCRINE BIOSCIENCES INC		2025-01-29	2025-11-25
	19. NEWMONT CORPORATION			2025-11-25
	42. NVIDIA CORP		2025-11-21	2025-11-25
	9. O REILLY AUTOMOTIVE INC		2025-11-21	2025-11-25
	.99974 ORACLE CORPORATION COM		2025-06-18	2025-11-25
	3.00026 ORACLE CORPORATION COM		2025-06-18	2025-11-25
	4. PNC FINANCIAL SERVICES GROUP INC		2024-11-07	2025-11-25
	.9997 PALO ALTO NETWORKS INC		2025-06-18	2025-11-25
	3.0003 PALO ALTO NETWORKS INC		2025-06-18	2025-11-25
	.99995 PEPSICO INC		2023-03-23	2025-11-25
	6.00005 PEPSICO INC		2023-03-23	2025-11-25
	1.99975 PROCTER & GAMBLE CO		2022-04-21	2025-11-25
	8.00025 PROCTER & GAMBLE CO		2022-04-21	2025-11-25
	.99956 PROLOGIS INC		2023-02-02	2025-11-25
	7.00044 PROLOGIS INC		2023-02-02	2025-11-25
	8. PULTE GROUP INC			2025-11-25
	.99985 QUALCOMM INCORPORATED		2024-11-07	2025-11-25
	4.00015 QUALCOMM INCORPORATED		2024-11-07	2025-11-25
	3. QUANTA SVCS INC			2025-11-25
	6. RTX CORPORATION			2025-11-25
	.99993 SALESFORCE INC.		2024-01-23	2025-11-25
	5.00007 SALESFORCE INC.		2024-01-23	2025-11-25
	11. SCHWAB CHARLES CORP NEW			2025-11-25
	4. SNOWFLAKE INC CL A		2025-10-30	2025-11-25
	8. TJX COS INC NEW		2025-11-21	2025-11-25
	3. TAKE-TWO INTERACTIVE SOFTWARE INC		2025-06-18	2025-11-25
	2. THERMO FISHER CORP		2025-11-21	2025-11-25
	.99808 UBER TECHNOLOGIES INC COM		2025-06-18	2025-11-25
	9.00192 UBER TECHNOLOGIES INC COM		2025-06-18	2025-11-25
	4. UNION PAC CORP COM			2025-11-25
	5. VALERO ENERGY CORP COM NEW			2025-11-25
	833. VANGUARD FTSE DEVELOPED MARKETS ETF			2025-11-25
	64. VANGUARD SMALL-CAP ETF		2025-08-26	2025-11-25
	5.00012 VERIZON COMMUNICATIONS		2020-04-03	2025-11-25
	24.99988 VERIZON COMMUNICATIONS		2020-04-03	2025-11-25
	37. VICI PROPERTIES INC.			2025-11-25
	2.99981 VISA INC-CLASS A SHARES			2025-11-25
	3.00019 VISA INC-CLASS A SHARES		2025-06-18	2025-11-25
	14. WAL MART STORES INC			2025-11-25
	4. ZOETIS INC		2024-10-22	2025-11-25
	2.00005 APTIV HOLDINGS LTD. ORD USD0.01		2023-03-14	2025-11-25
	7.99995 APTIV HOLDINGS LTD. ORD USD0.01		2023-03-14	2025-11-25
	17. BROADCOM INC COM		2025-06-18	2025-12-10
	15. BROADCOM INC COM		2021-01-28	2025-12-10
	322. VANGUARD FTSE DEVELOPED MARKETS ETF		2017-03-27	2025-12-18
	39. VANGUARD SMALL-CAP ETF		2025-08-26	2025-12-18
	CAPITAL GAIN DIVIDENDS	P
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(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	18,459	9,386	9,073
b	12,126	2,356	9,770
c	9,813	1,729	8,084
d	14,265	2,845	11,420
e	8,374	559	7,815
	9,500	5,379	4,121
	16,318	19,801	-3,483
	17,316	7,042	10,274
	9,758	8,768	990
	5,264	4,587	677
	16,965	2,804	14,161
	16,279	4,078	12,201
	14,378	24,209	-9,831
	15,957	6,203	9,754
	8,153	1,183	6,970
	10,536	2,432	8,104
	19,942	23,332	-3,390
	16,708	3,919	12,789
	33,338	7,200	26,138
	17,852	15,129	2,723
	13,543	7,662	5,881
	12,773	9,750	3,023
	8,894	1,524	7,370
	22,054	20,080	1,974
	178,785	140,419	38,366
	1,756	1,678	78
	8,781	4,048	4,733
	1,907	1,939	-32
	22,406	3,964	18,442
	21,483	3,711	17,772
	1,446	1,562	-116
	23,335	12,299	11,036
	16,175	18,076	-1,901
	721	621	100
	13,192	4,055	9,137
	74,951	50,229	24,722
	1,139	984	155
	20,499	10,758	9,741
	1,901	2,117	-216
	22,812	17,831	4,981
	25,293	13,521	11,772
	3,946	10,000	-6,054
	16,432	37,585	-21,153
	10,568	8,853	1,715
	32,147	33,841	-1,694
	95,969	63,545	32,424
	382	394	-12
	1,273	1,329	-56
	1,155	1,181	-26
	983	770	213
	8,198	6,918	1,280
	4,994	4,793	201
	7,532	7,010	522
	1,641	1,514	127
	989	881	108
	886	1,487	-601
	508	614	-106
	1,039	994	45
	1,828	1,764	64
	1,017	1,012	5
	100	102	-2
	701	712	-11
	4,150	3,556	594
	129	148	-19
	696	800	-104
	1,105	1,095	10
	202	235	-33
	403	470	-67
	297	334	-37
	1,040	1,168	-128
	1,116	1,207	-91
	1,101	1,129	-28
	131	149	-18
	853	968	-115
	1,457	1,418	39
	1,251	1,454	-203
	343	349	-6
	686	698	-12
	1,618	1,603	15
	2,680	2,649	31
	767	688	79
	1,092	1,060	32
	903	980	-77
	606	607	-1
	207	228	-21
	1,034	1,142	-108
	1,407	1,435	-28
	6,098	6,218	-120
	1,525	1,420	105
	113	134	-21
	678	802	-124
	1,779	1,684	95
	143	151	-8
	855	904	-49
	1,631	1,508	123
	7,183	7,538	-355
	906	907	-1
	191	211	-20
	574	632	-58
	766	812	-46
	183	199	-16
	548	598	-50
	146	177	-31
	878	1,061	-183
	296	327	-31
	1,183	1,310	-127
	127	136	-9
	889	949	-60
	983	921	62
	163	176	-13
	651	704	-53
	1,306	1,215	91
	1,025	998	27
	228	277	-49
	1,143	1,384	-241
	990	992	-2
	975	1,085	-110
	1,206	1,211	-5
	723	718	5
	1,184	1,167	17
	83	83
	744	749	-5
	905	899	6
	857	836	21
	50,169	32,658	17,511
	16,167	16,091	76
	203	274	-71
	1,013	1,369	-356
	1,068	1,193	-125
	997	1,004	-7
	997	1,036	-39
	1,484	1,450	34
	501	755	-254
	152	225	-73
	607	899	-292
	6,839	4,260	2,579
	6,035	680	5,355
	20,164	12,602	7,562
	10,147	9,806	341
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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			9,073
b			9,770
c			8,084
d			11,420
e			7,815
			4,121
			-3,483
			10,274
			990
			677
			14,161
			12,201
			-9,831
			9,754
			6,970
			8,104
			-3,390
			12,789
			26,138
			2,723
			5,881
			3,023
			7,370
			1,974
			38,366
			78
			4,733
			-32
			18,442
			17,772
			-116
			11,036
			-1,901
			100
			9,137
			24,722
			155
			9,741
			-216
			4,981
			11,772
			-6,054
			-21,153
			1,715
			-1,694
			32,424
			-12
			-56
			-26
			213
			1,280
			201
			522
			127
			108
			-601
			-106
			45
			64
			5
			-2
			-11
			594
			-19
			-104
			10
			-33
			-67
			-37
			-128
			-91
			-28
			-18
			-115
			39
			-203
			-6
			-12
			15
			31
			79
			32
			-77
			-1
			-21
			-108
			-28
			-120
			105
			-21
			-124
			95
			-8
			-49
			123
			-355
			-1
			-20
			-58
			-46
			-16
			-50
			-31
			-183
			-31
			-127
			-9
			-60
			62
			-13
			-53
			91
			27
			-49
			-241
			-2
			-110
			-5
			5
			17

			-5
			6
			21
			17,511
			76
			-71
			-356
			-125
			-7
			-39
			34
			-254
			-73
			-292
			2,579
			5,355
			7,562
			341

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	347,159
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 .........................		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.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	5,778
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	5,778
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	5,778
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	3,856
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	3,856
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	1,922
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)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. $ (2) On foundation managers.$

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers.$

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website addressN/A

The books are in care ofJTC Trust Company Delaware LTD Telephone no. (302) 798-3073

Located at200 BELLEVUE PKWY SUITE 500WILMINGTONDE ZIP+419809

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 ........

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

Yes

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........

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? .............

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)):

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?....................

If "Yes," list the years 20, 20, 20, 20

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.) ..............

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

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.).....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2025)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check .........

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
JTC Trust Company Delaware LTD	CO-TRUSTEE, AS REQ'D 0	32,467
200 BELLEVUE PKWY SUITE 500 WILMINGTON,DE19809	CO-TRUSTEE, AS REQ'D 0	32,467

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)

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 arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3.........................

Form 990-PF (2025)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

6,161,306

Average of monthly cash balances.......................

162,331

Fair market value of all other assets (see instructions)................

Total (add lines 1a, 1b, and 1c).......................

6,323,637

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

6,323,637

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

94,855

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

6,228,782

Minimum investment return. Enter 5% (0.05) of line 5 ................

311,439

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.)

Minimum investment return from Part IX, line 6..................

311,439

Tax on investment income for 2025 from Part V, line 5 .......

5,778

Income tax for 2025. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

5,778

Distributable amount before adjustments. Subtract line 2c from line 1............

305,661

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

305,661

Deduction from distributable amount (see instructions) .................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

305,661

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........

280,034

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

280,034

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					305,661
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......				262,799
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: $ 280,034
a Applied to 2024, but not more than line 2a				262,799
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.....					17,235
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 ..........					288,426
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)

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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).)

NONE

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.

NONE

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
THE AMERICAN MUSEUM OF NATURAL HISTORY 200 CENTRAL PARK WEST NEW YORK,NY10024	NONE		GENERAL OPERATING	65,700
COLD SPRING HARBOR LABORATORY 1 BUNGTOWN ROAD COLD SPRING HARBOR,NY11724	NONE		GENERAL OPERATING	65,700
ISEP 1655 N FORT MYER DRIVE STE 400 ARLINGTON,VA22209	NONE		GENERAL OPERATING	65,700
THE NEW YORK BOTANICAL GARDEN 2900 SOUTHERN BLVD THE BRONX,NY10458	NONE		GENERAL OPERATING	65,700
Total ................................. 3a				262,800

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	125,564
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	347,159
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aFEDERAL TAX REFUND			14	819
bSECTION 897 CAPITA			14	72
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				473,614

13Total. Add line 12, columns (b), (d), and (e)..................

473,614

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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. Yes No
	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

- TIN:

TY 2025 AccountingFeesSchedule

Name:

TTEE ANNETTE KADE FUND IN MEMORY OF

EIN:

13-6754615

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC	1,000			1,000

- TIN:

TY 2025 InvestmentsCorpStockSchedule

Name:

TTEE ANNETTE KADE FUND IN MEMORY OF

EIN:

13-6754615

Name of Stock	End of Year Book Value	End of Year Fair Market Value
EQUITIES	3,411,886	6,616,423

- TIN:

TY 2025 OtherDecreasesSchedule

Name:

TTEE ANNETTE KADE FUND IN MEMORY OF

EIN:

13-6754615

Description	Amount
INCOME TIMING DIFFERENCE	447
RETURN OF CAPITAL ADJUSTMENTS	61

- TIN:

TY 2025 OtherExpensesSchedule

Name:

TTEE ANNETTE KADE FUND IN MEMORY OF

EIN:

13-6754615

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE	35,588	35,588		0

- TIN:

TY 2025 OtherIncomeSchedule2

Name:

TTEE ANNETTE KADE FUND IN MEMORY OF

EIN:

13-6754615

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER REVENUE	819	0
PROLOGIS INC	72	72

- TIN:

TY 2025 TaxesSchedule

Name:

TTEE ANNETTE KADE FUND IN MEMORY OF

EIN:

13-6754615

Category	Amount	Net Investment Income
FEDERAL TAX PAYMENT - PRIOR YE	2,033	0
FEDERAL ESTIMATES - PRINCIPAL	3,856	0
FOREIGN TAXES ON QUALIFIED FOR	3,323	3,323
FOREIGN TAXES ON NONQUALIFIED	1,887	1,887