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
BARTON P & MARY D COHEN CHARITABLE 1
 
Number and street (or P.O. box number if mail is not delivered to street address) 5901 COLLEGE BOULEVARD SUITE 100
  Room/suite
City or town
OVERLAND PARK
State or province
KS
Country  
ZIP or foreign postal code
662111503
A Employer identification number

26-6205947
B Telephone number (see instructions)

9133190300
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)$13,670,072J 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... 335,151 335,151  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 298,699
b Gross sales price for all assets on line 6a 2,231,490
7 Capital gain net income (from Part IV, line 2)... 298,699
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
47,218 1,225 45,993
12 Total. Add lines 1 through 11........ 681,068 635,075 45,993
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 99,781 89,803   9,978
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,500 0 0 6,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
17,590 6,990   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,295 882 19,413  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 144,166 97,675 19,413 16,478
25 Contributions, gifts, grants paid....... 1,011,996 1,011,996
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,156,162 97,675 19,413 1,028,474
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -475,094
b Net investment income (if negative, enter -0-) 537,400
c Adjusted net income (if negative, enter -0-)... 26,580
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 421,119 498,906 498,906
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) 1,562,729    
b Investments—corporate stock (attach schedule)....... 4,402,063    
c Investments—corporate bonds (attach schedule)....... 1,610,404    
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 844,414 Click to see attachment
List of Attached Documents:
// Content
8,317,505 		13,291,097
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )   Click to see attachment
List of Attached Documents:
// Content
-119,931 		Click to see attachment
List of Attached Documents:
// Content
-119,931
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,840,729 8,696,480 13,670,072
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe ) Click to see attachment
List of Attached Documents:
// Content
122,736 		 
23 Total liabilities (add lines 17 through 22)......... 122,736 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 8,717,993 8,696,480
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)..... 8,717,993 8,696,480
30 Total liabilities and net assets/fund balances (see instructions). 8,840,729 8,696,480
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
8,717,993
2
Enter amount from Part I, line 27a .....................
2
-475,094
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
478,796
4
Add lines 1, 2, and 3 ..........................
4
8,721,695
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
25,215
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
8,696,480
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 5044.529 INVESCO DEVELOPING MARKETS R6   2019-08-19 2025-01-07
b 64000. AON PLC SENIOR GLOBAL NOTE DTD 02/23/2016 3.875% 12/15/2025-202   2024-04-05 2025-10-28
c 22. ALPHABET INC CL C   2023-05-15 2025-06-30
d 140. ALPHABET INC CL C   2010-08-27 2025-09-17
e 188. ALPHABET INC CL A   2022-10-13 2025-09-17
20. AMAZON.COM INC   2022-10-13 2025-06-30
14. U-HAUL HOLDING CO   2019-11-20 2025-10-01
14. U-HAUL HOLDING CO SER N   2019-11-20 2025-10-01
2. AMERICA MOVIL SAB DE CV ADR SERIES B   2022-11-14 2025-03-06
331. AMERICA MOVIL SAB DE CV ADR SERIES B   2023-01-12 2025-03-19
13. AMERICAN TOWER CORP REIT   2022-03-03 2025-01-14
11. AMGEN INC   2024-04-18 2025-10-01
13. AMPHENOL CORP CLASS A   2022-08-02 2025-10-09
20. APPLIED MATERIALS INC   2019-01-25 2025-10-01
6. ASHTEAD GROUP ADR   2023-07-20 2025-01-16
9. ASHTEAD GROUP ADR   2017-01-25 2025-06-03
1. ASHTEAD GROUP ADR   2017-01-25 2025-06-12
3. ASHTEAD GROUP ADR   2017-01-25 2025-07-14
53. AXA SA ADR   2022-01-27 2025-06-12
10. BAE SYSTEMS PLC ADR   2023-07-06 2025-02-11
17. BAE SYSTEMS PLC ADR   2023-07-06 2025-06-12
2. BAE SYSTEMS PLC ADR   2023-02-14 2025-07-14
8. BASF SE ADR   2025-06-12 2025-07-14
72. BP PLC ADR   2025-03-06 2025-04-22
150. BP PLC ADR   2022-07-11 2025-04-22
1. BNP PARIBAS SA ADR   2015-07-28 2025-06-12
5. BNP PARIBAS SA ADR   2024-06-13 2025-07-14
24. BAIDU INC ADR CL A   2024-10-28 2025-02-11
2. BAIDU INC ADR CL A   2021-04-07 2025-02-11
48. BAIDU INC ADR CL A   2023-01-12 2025-03-06
453. BANCO SANTANDER S.A. ADR   2021-06-10 2025-06-12
137. BANCO SANTANDER S.A. ADR   2024-06-13 2025-07-14
119. BARCLAYS PLC ADR   2024-05-09 2025-06-12
44. BARCLAYS PLC ADR   2024-06-13 2025-07-14
9. BECTON DICKINSON & COMPANY   2024-12-10 2025-10-01
21. BOOZ ALLEN HAMILTON HOLDING CORP CL A   2025-07-17 2025-10-01
42. BRAMBLES LTD ADR   2024-10-28 2025-06-12
5. BRAMBLES LTD ADR   2024-07-09 2025-07-14
4. BRITISH AMERICAN TOBACCO PLC ADR   2022-04-20 2025-06-12
14. BRITISH AMERICAN TOBACCO PLC ADR   2022-04-20 2025-07-14
118. BROADCOM INC   2015-07-01 2025-05-28
47. CSX CORP   2019-01-25 2025-10-01
15. CANADIAN PACIFIC KANSAS CITY LIMITED   2024-10-17 2025-10-01
42. CAP GEMINI S E ADR   2025-06-12 2025-07-09
4. CAP GEMINI S E ADR   2024-03-06 2025-07-09
16. CASEYS GENERAL STORES INC   2021-10-12 2025-04-08
13. CASEYS GENERAL STORES INC   2019-01-25 2025-10-01
21. CAVA GROUP INC   2025-07-15 2025-11-03
3. CHARLES RIVER LABS INTL INC   2024-07-15 2025-01-16
13. CHARLES RIVER LABS INTL INC   2022-03-03 2025-01-16
8. CHARLES RIVER LABS INTL INC   2024-12-10 2025-10-01
25. CHEVRON CORPORATION   2017-07-20 2025-10-01
9. CHIPOTLE MEXICAN GRILL INC CL A   2025-01-14 2025-07-15
13. CHIPOTLE MEXICAN GRILL INC CL A   2022-03-03 2025-07-15
79. CISCO SYSTEMS INC   2019-10-28 2025-09-19
38. COCA COLA CO   2021-01-22 2025-10-01
19. COMPAGNIE DE SAINT-GOBAIN SA ADR   2024-11-21 2025-01-16
60. COMPAGNIE DE SAINT-GOBAIN SA ADR   2021-11-09 2025-01-16
29. COMPAGNIE DE SAINT-GOBAIN SA ADR   2021-11-09 2025-07-14
14. CONSTELLATION BRANDS INC CL A   2023-05-15 2025-01-14
2. COSTCO WHOLESALE CORPORATION   2012-05-08 2025-03-03
7. CURTISS-WRIGHT CORP   2020-11-04 2025-07-17
8. CURTISS-WRIGHT CORP   2020-11-04 2025-10-01
1. DBS GROUP HOLDINGS LTD ADR   2023-07-06 2025-07-14
1540.99 DFA US SMALL CAP I   2016-05-23 2025-07-31
4. DEERE & CO INC   2019-01-25 2025-10-01
424. WALT DISNEY CO   2020-02-28 2025-01-02
9. WALT DISNEY CO   2019-01-25 2025-05-06
27. WALT DISNEY CO   2019-01-25 2025-10-01
1221. DOW INC   2024-01-03 2025-10-15
51. EMERSON ELECTRIC CO   2019-01-25 2025-10-01
141. ENBRIDGE INC   2024-05-29 2025-10-01
63. ENTERGY CORP   2023-10-09 2025-02-13
55. ENTERGY CORP   2021-02-01 2025-10-01
18. EQUITY LIFESTYLE PROPERTIES INC REIT   2025-03-31 2025-10-01
25. FIDELITY NATL INFORMATION SVCS   2025-03-13 2025-10-01
14450.866 FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INSTITUTIONAL P   2023-07-26 2025-08-20
11397.848 FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INSTITUTIONAL P   2023-07-26 2025-12-01
2819. FORD MOTOR CO   2018-02-16 2025-01-02
44. FUJITSU LTD ADR   2021-09-09 2025-06-12
142. GLENCORE PLC UNSPONSORED ADR   2024-06-13 2025-01-16
67. GLENCORE PLC UNSPONSORED ADR   2024-05-09 2025-03-19
643. GLENCORE PLC UNSPONSORED ADR   2023-08-14 2025-03-19
16. HDFC BANK LTD ADR   2024-09-25 2025-03-06
23. HDFC BANK LTD ADR   2014-12-09 2025-06-12
3. HEIDELBERG MATERIALS ADR   2024-11-21 2025-06-12
54. HEIDELBERG MATERIALS ADR   2024-11-21 2025-07-14
62. HILLENBRAND INC   2024-02-27 2025-10-01
295. HILLENBRAND INC   2024-08-19 2025-10-30
60. HITACHI LTD ADR   2023-08-14 2025-06-12
244. HORMEL FOODS CORP   2024-01-30 2025-10-01
227. HUNTINGTON BANCSHARES INC   2019-01-25 2025-10-01
44. ING GROEP NV SPONSORED ADR   2024-05-09 2025-06-12
62. ING GROEP NV SPONSORED ADR   2015-06-25 2025-07-14
90000. INTERCONTINENTAL EXCHANGE INC SR GLBL NT DTD 05/26/2020 2.1% 06   2024-04-05 2025-05-06
3. INTUITIVE SURGICAL INC   2022-03-03 2025-03-03
72. ITAU UNIBANCO HOLDING SA SPONSORED ADR R   2017-05-08 2025-06-12
9. ITOCHU CORP ADR   2021-12-08 2025-01-16
28. ITOCHU CORP ADR   2021-12-08 2025-03-06
9. ITOCHU CORP ADR   2021-01-14 2025-06-12
8. KB FINANCIAL GROUP INC ADR   2021-06-10 2025-03-06
44. KB FINANCIAL GROUP INC ADR   2021-06-10 2025-03-19
25. KB FINANCIAL GROUP INC ADR   2021-03-17 2025-06-12
14. KOMATSU LTD SPONSORED ADR   2017-11-16 2025-06-12
24. KOMATSU LTD SPONSORED ADR   2017-11-16 2025-07-14
47. LKQ CORP   2025-07-17 2025-10-01
16. LABCORP HOLDINGS   2024-04-18 2025-10-01
2. ELI LILLY & CO   2023-10-06 2025-01-14
7. LULULEMON ATHLETICA INC   2022-03-03 2025-06-16
5. MSCI INC   2022-03-03 2025-04-22
37. MAGNA INTERNATIONAL INC   2022-03-29 2025-10-01
3. MARUBENI CORP ADR   2023-06-22 2025-06-12
1. MARUBENI CORP ADR   2024-07-09 2025-07-14
23. MITSUBISHI UFJ FINANCIAL GROUP SPONSORED   2024-02-20 2025-06-12
25. MORGAN STANLEY   2025-03-31 2025-10-01
36. NASPERS LTD ADR CL N   2020-08-13 2025-06-12
70. NATWEST GROUP PLC ADR   2024-04-09 2025-06-12
1. NETFLIX INC   2023-11-08 2025-01-14
17. NETEASE INC SPONSORED ADR   2023-08-14 2025-06-12
1. NOVARTIS AG ADR   2024-01-11 2025-07-14
15. NOVARTIS AG ADR   2020-12-14 2025-10-01
24. ORIX CORP SPONSORED ADR   2024-06-13 2025-07-14
56. PETROLEO BRASILEIRO SA PETROBR SPONSORED   2024-09-25 2025-07-14
37. PHILIP MORRIS INTERNATIONAL INC   2015-01-23 2025-10-01
36. PINNACLE WEST   2021-07-08 2025-10-01
2. POOL CORPORATION   2025-04-22 2025-11-03
5. POOL CORPORATION   2023-12-15 2025-11-03
2. PROGRESSIVE CORP   2025-04-22 2025-07-15
4. PROGRESSIVE CORP   2022-03-03 2025-07-15
4. PROGRESSIVE CORP   2022-03-03 2025-11-03
38. PRYSMIAN SPA MILANO UNSPONSORED ADR   2024-05-09 2025-06-12
19. PRYSMIAN SPA MILANO UNSPONSORED ADR   2024-07-09 2025-07-14
17. QUALCOMM INC   2021-08-09 2025-10-01
.67 RALLIANT   2022-02-01 2025-06-30
152. RALLIANT   2013-09-03 2025-07-08
103. REGIONS FINANCIAL CORP   2019-01-25 2025-10-01
9. REPSOL S A SPONSORED ADR   2016-10-19 2025-04-22
78. REPSOL S A SPONSORED ADR   2016-10-19 2025-06-12
56. REPSOL S A SPONSORED ADR   2016-10-19 2025-07-14
4. RIO TINTO PLC SPONSORED ADR   2019-08-12 2025-07-14
3634.161 T ROWE PRICE MID-CAP GROWTH I   2019-01-28 2025-04-23
8. SHELL PLC ADR   2017-10-30 2025-06-12
1. SHELL PLC ADR   2017-10-30 2025-07-14
35. SANOFI SA ADR   2025-06-12 2025-07-09
3. SANOFI SA ADR   2023-10-11 2025-07-09
2. SANOFI SA ADR   2023-10-11 2025-07-14
210. SLB LIMITED   2023-07-20 2025-04-22
61. SLB LIMITED   2018-11-07 2025-10-01
89. CHARLES SCHWAB CORPORATION   2024-07-25 2025-10-01
3. SHIONOGI & CO LTD ADR   2025-05-08 2025-06-12
5. SHOPIFY INC A   2022-03-03 2025-01-14
3. SMITH & NEPHEW PLC ADR   2025-07-09 2025-07-14
.5 SOLSTICE ADVANCED MATERIALS INC.   2024-01-03 2025-10-31
80. SOLSTICE ADVANCED MATERIALS INC.   2024-01-03 2025-11-04
161. SONY CORP ADR   2023-07-06 2025-06-03
51. SOUTHERN COMPANY   2019-01-25 2025-10-01
35. STANDARD BANK GROUP LTD ADR   2022-04-20 2025-06-12
15. SUN LIFE FINANCIAL INCORPORATED   2015-11-19 2025-06-12
3. SYNOPSYS INC   2023-08-22 2025-11-03
8. TAIWAN SEMICONDUCTOR MFG LTD SPONSORED A   2024-01-11 2025-03-06
7. TAIWAN SEMICONDUCTOR MFG LTD SPONSORED A   2024-01-11 2025-03-19
12. TAIWAN SEMICONDUCTOR MFG LTD SPONSORED A   2024-01-11 2025-06-12
1. TAIWAN SEMICONDUCTOR MFG LTD SPONSORED A   2025-07-09 2025-07-14
201. THALES UNSPONSORED ADR   2023-08-14 2025-05-08
47. THALES UNSPONSORED ADR   2023-05-24 2025-06-03
19. THE TRADE DESK INC CL A   2025-04-22 2025-08-14
27. THE TRADE DESK INC CL A   2022-03-03 2025-08-14
3. TOKYO ELECTRON LTD ADR   2018-02-21 2025-07-14
11. TOTAL SE SPONSORED ADR   2023-07-06 2025-06-03
3. TOTAL SE SPONSORED ADR   2023-07-06 2025-06-12
28. TRAVELERS COMPANIES INC   2020-02-05 2025-10-01
20. US BANCORP   2020-01-17 2025-10-01
9. UNITED PARCEL SERVICE INC CL B   2024-06-18 2025-10-01
15000. US TREASURY NOTE 2.625% 01/31/2026   2024-04-05 2025-03-03
120000. US TREASURY NOTE 2.625% 01/31/2026   2024-02-07 2025-03-03
82000. US TREASURY NTS DTD 09/08/2022 3.5% 09/1   2024-04-05 2025-07-14
100000. US TREASURY NTS DTD 02/16/2023 4% 02/29/   2024-12-03 2025-11-19
73000. US TREASURY NTS DTD 11/22/2023 4.375% 11   2024-04-05 2025-05-13
3. UNITEDHEALTH GROUP INC   2023-10-06 2025-01-14
224. UNITEDHEALTH GROUP INC   2020-07-10 2025-02-21
6. UNITEDHEALTH GROUP INC   2020-09-22 2025-03-31
7. UNITEDHEALTH GROUP INC   2012-08-16 2025-07-15
1. VALE SA ADR   2021-01-08 2025-05-08
20. VALE SA ADR   2021-01-08 2025-07-14
4. VALMONT INDUSTRIES INC   2025-05-06 2025-10-01
20. VANGUARD SMALL-CAP GROWTH INDEX FUND ETF   2001-01-01 2025-07-30
24. VEOLIA ENVIRONNEMENT SPONSORED ADR   2023-04-19 2025-01-16
10. VEOLIA ENVIRONNEMENT SPONSORED ADR   2023-04-19 2025-07-14
527. PARAMOUNT GLOBAL CL B   2023-10-09 2025-03-13
32. VIKING THERAPEUTICS INC   2025-08-08 2025-11-03
25. VIKING THERAPEUTICS INC   2024-09-16 2025-11-03
1. VINCI SA ADR   2025-06-12 2025-07-14
144. VIPSHOP HOLDINGS LTD SPONSORED ADR   2024-10-28 2025-01-16
7. WALMART INC   2021-07-08 2025-05-06
18. WASTE MANAGEMENT INC   2019-01-25 2025-10-01
115000. WELLS FARGO & CO DTD 09/28/2015 3.55% 09   2024-04-05 2025-05-06
111. WILLIAMS COS INC   2021-01-22 2025-10-01
13. YUM CHINA HOLDINGS INC   2025-03-19 2025-07-14
4. ZOETIS INC CL A   2022-03-03 2025-01-14
21. ZOETIS INC CL A   2024-04-26 2025-04-22
26. ZTO EXPRESS CAYMAN INC   2024-10-28 2025-07-14
32. CRH PLC   2023-08-14 2025-06-03
6. CRH PLC   2016-11-18 2025-07-14
3. MEDTRONIC PLC   2025-06-03 2025-06-12
1. MEDTRONIC PLC   2025-06-03 2025-07-14
16. AERCAP HOLDINGS   2020-12-14 2025-06-12
84. LYONDELLBASELL INDUSTRIES NV CL A   2023-07-06 2025-04-22
1. NXP SEMICONDUCTORS N V   2019-02-21 2025-06-12
2. NXP SEMICONDUCTORS N V   2019-02-21 2025-07-14
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 192,550   186,632 5,918
b 63,961   63,976 -15
c 3,894   1,945 1,949
d 34,792   1,577 33,215
e 46,628   20,741 25,887
4,417   2,217 2,200
795   464 331
711   522 189
29   41 -12
4,681   6,699 -2,018
2,329   3,063 -734
3,281   2,833 448
1,624   498 1,126
4,203   778 3,425
1,540   1,508 32
2,086   736 1,350
234   82 152
787   245 542
2,579   1,676 903
597   470 127
1,752   766 986
206   86 120
99   100 -1
2,067   2,288 -221
4,307   4,369 -62
42   32 10
224   162 62
2,160   2,243 -83
180   443 -263
4,407   7,880 -3,473
3,656   1,944 1,712
1,159   651 508
2,115   1,288 827
818   470 348
1,700   2,004 -304
2,146   2,300 -154
1,277   1,014 263
153   95 58
194   175 19
718   611 107
27,981   1,607 26,374
1,641   1,033 608
1,111   1,224 -113
1,426   1,493 -67
136   195 -59
6,928   2,737 4,191
7,393   1,750 5,643
1,103   1,852 -749
487   650 -163
2,110   3,706 -1,596
1,324   1,612 -288
3,838   2,766 1,072
486   507 -21
702   381 321
5,321   3,737 1,584
2,530   1,847 683
332   352 -20
1,049   850 199
677   411 266
2,538   3,084 -546
2,108   165 1,943
3,390   653 2,737
4,356   746 3,610
145   82 63
75,000   43,824 31,176
1,801   651 1,150
47,027   50,386 -3,359
832   1,328 -496
3,083   3,983 -900
26,820   72,797 -45,977
6,673   3,273 3,400
7,008   5,423 1,585
5,241   2,910 2,331
5,176   2,402 2,774
1,100   1,194 -94
1,639   1,773 -134
150,000   144,279 5,721
118,994   112,953 6,041
27,671   30,049 -2,378
1,054   856 198
1,267   1,663 -396
539   783 -244
5,168   7,377 -2,209
949   1,063 -114
1,748   592 1,156
125   74 51
2,546   1,337 1,209
1,634   2,624 -990
9,288   9,848 -560
1,711   768 943
5,993   9,580 -3,587
3,884   3,109 775
932   757 175
1,399   1,031 368
79,927   87,381 -7,454
1,730   901 829
477   529 -52
822   551 271
2,545   1,710 835
926   549 377
441   414 27
2,457   2,262 195
1,985   1,131 854
431   452 -21
786   775 11
1,452   1,754 -302
4,540   2,655 1,885
1,478   1,112 366
1,679   2,253 -574
2,649   2,536 113
1,739   2,458 -719
602   561 41
202   189 13
316   229 87
3,938   2,877 1,061
2,217   1,255 962
988   502 486
832   434 398
2,256   1,754 502
121   107 14
1,950   897 1,053
544   516 28
702   844 -142
6,045   3,069 2,976
3,216   2,963 253
521   609 -88
1,303   1,985 -682
483   527 -44
967   422 545
804   422 382
1,255   1,126 129
675   615 60
2,799   2,502 297
31   24 7
7,247   3,093 4,154
2,708   1,620 1,088
105   128 -23
1,104   1,109 -5
840   796 44
239   196 43
325,294   300,000 25,294
570   497 73
71   62 9
1,703   1,866 -163
146   165 -19
97   110 -13
7,214   10,615 -3,401
2,113   3,188 -1,075
8,252   5,491 2,761
24   25 -1
509   319 190
90   92 -2
22   24 -2
3,480   4,074 -594
4,312   2,501 1,811
4,851   2,441 2,410
464   391 73
971   505 466
1,330   1,181 149
1,438   816 622
1,210   704 506
2,566   1,207 1,359
229   232 -3
11,488   6,094 5,394
2,905   1,357 1,548
955   918 37
1,357   2,134 -777
269   97 172
662   611 51
190   167 23
7,814   3,560 4,254
960   1,108 -148
750   1,221 -471
14,797   14,723 74
118,373   119,704 -1,331
81,917   81,755 162
100,957   99,559 1,398
73,773   73,192 581
1,618   1,336 282
98,328   12,387 85,941
3,133   1,640 1,493
2,043   372 1,671
9   19 -10
197   374 -177
1,542   1,221 321
5,688   1,355 4,333
330   389 -59
180   162 18
6,101   12,102 -6,001
1,155   1,208 -53
903   1,703 -800
36   37 -1
1,869   2,122 -253
694   325 369
3,951   1,712 2,239
114,566   115,031 -465
7,034   2,316 4,718
619   699 -80
649   784 -135
3,118   3,306 -188
477   639 -162
2,915   1,615 1,300
567   203 364
264   256 8
89   85 4
1,862   661 1,201
4,831   7,199 -2,368
219   94 125
449   188 261
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
      34,345
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       5,918
b       -15
c       1,949
d       33,215
e       25,887
      2,200
      331
      189
      -12
      -2,018
      -734
      448
      1,126
      3,425
      32
      1,350
      152
      542
      903
      127
      986
      120
      -1
      -221
      -62
      10
      62
      -83
      -263
      -3,473
      1,712
      508
      827
      348
      -304
      -154
      263
      58
      19
      107
      26,374
      608
      -113
      -67
      -59
      4,191
      5,643
      -749
      -163
      -1,596
      -288
      1,072
      -21
      321
      1,584
      683
      -20
      199
      266
      -546
      1,943
      2,737
      3,610
      63
      31,176
      1,150
      -3,359
      -496
      -900
      -45,977
      3,400
      1,585
      2,331
      2,774
      -94
      -134
      5,721
      6,041
      -2,378
      198
      -396
      -244
      -2,209
      -114
      1,156
      51
      1,209
      -990
      -560
      943
      -3,587
      775
      175
      368
      -7,454
      829
      -52
      271
      835
      377
      27
      195
      854
      -21
      11
      -302
      1,885
      366
      -574
      113
      -719
      41
      13
      87
      1,061
      962
      486
      398
      502
      14
      1,053
      28
      -142
      2,976
      253
      -88
      -682
      -44
      545
      382
      129
      60
      297
      7
      4,154
      1,088
      -23
      -5
      44
      43
      25,294
      73
      9
      -163
      -19
      -13
      -3,401
      -1,075
      2,761
      -1
      190
      -2
      -2
      -594
      1,811
      2,410
      73
      466
      149
      622
      506
      1,359
      -3
      5,394
      1,548
      37
      -777
      172
      51
      23
      4,254
      -148
      -471
      74
      -1,331
      162
      1,398
      581
      282
      85,941
      1,493
      1,671
      -10
      -177
      321
      4,333
      -59
      18
      -6,001
      -53
      -800
      -1
      -253
      369
      2,239
      -465
      4,718
      -80
      -135
      -188
      -162
      1,300
      364
      8
      4
      1,201
      -2,368
      125
      261
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 298,699
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 7,470
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 7,470
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 7,470
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 7,340
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 7,340
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....... 9 130
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
KS
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressCOHENTRUST.ORG
14
The books are in care ofMIDWEST TRUST COMPANY Telephone no. (913) 319-0300

Located at5901 COLLEGE BLVD STE 100OVERLAND PARKKS ZIP+4662111503
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
Yes
 
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
 
No
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
MIDWEST TRUST COMPANY TRUSTEE
5 		99,781    
5901 COLLEGE BLVD STE 100
OVERLAND PARK,KS66211
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
13,017,808
b
Average of monthly cash balances.......................
1b
407,065
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
13,424,873
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
13,424,873
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
201,373
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,223,500
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
661,175
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
661,175
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
7,470
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,470
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
653,705
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
653,705
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
653,705
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
1,028,474
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,028,474
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 7 653,705
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...... 0
b From 2021...... 0
c From 2022...... 140,048
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 140,048
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,028,474
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 653,705
e Remaining amount distributed out of corpus 374,769
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 5 514,817
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 ...... 		514,817
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 140,048
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 374,769
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 e-mail address of the person to whom applications should be addressed:
MIDWEST TRUST COMPANY
5901 COLLEGE BLVD STE 100
OVERLAND PARK,KS66211
(913) 319-0300
bThe form in which applications should be submitted and information and materials they should include:
LETTER REQUEST WITH DESCRIPTION OF ACTIVITIES
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
YES, FOR DETAILS, PLEASE SEE WEBSITE
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

KANSAS CITY LEGAL SERVICES

400 STATE AVE
KANSAS CITY,KS66101 		NONE   CHARITABLE 25,000

EDEN VILLAGE OF KANSAS CITY

1001 METROPOLITAN AVE
KANSAS CITY,KS66103 		NONE   CHARITABLE 50,000

HOUSE OF HOPE

7044 ANTIOCH RD
OVERLAND PARK,KS66204 		NONE   CHARITABLE 10,000

JOHNSON COUNTY
COMMUNITY COLLEGE FOUNDATION
12345 COLLEGE BLVD
OVERLAND PARK,KS66210 		NONE   CHARITABLE 10,000

KANSAS CITY SYMPHONY

1601 BROADWAY BLVD
KANSAS CITY,MO64108 		NONE   SCHOLARSHIP 50,000

FIRST TEE OF GREATER KANSAS CITY

7501 BLUE RIVER RD
KANSAS CITY,MO64132 		NONE   CHARITABLE 10,000

DELLA LAMB COMMUNITY SERVICES

500 WOODLAND AVE
KANSAS CITY,MO64106 		NONE   CHARITABLE 10,000

GROWING FUTURES EARLY EDUCATION CENTER

8155 SANTA FE DR
OVERLAND PARK,KS66204 		NONE   CHARITABLE 50,000

KIDS TLC INC

480 S ROGERS RD
OLATHE,KS66062 		NONE   CHARITABLE 120,000

Kansas City
Kansas Community College Foundation
7250 STATE AVE
KANSAS CITY,KS66112 		NONE   CHARITABLE 50,000

JOHNSON COUNTY BAR FOUNDATION

PO BOX 2184
OLATHE,KS66051 		NONE   CHARITABLE 7,500

BLUE VALLEY EDUCATIONAL FOUNDATION

15020 METCALF AVENUE
OVERLAND PARK,KS66223 		NONE   CHARITABLE 17,500

LEAWOOD FOUNDATION

4800 TOWN CENTER DRIVE
LEAWOOD,KS66211 		NONE   GRANT 50,000

HORIZON ACADEMY

4901 REINHARDT DR
ROELAND PARK,KS66205 		NONE   CHARITABLE 25,000

OLATHE PUBLIC SCHOOLS FOUNDATION

300 E LOULA ST
OLATHE,KS66061 		NONE   CHARITABLE 7,500

JOHNSON COUNTY LIBRARY

9875 W 87TH ST
OVERLAND PARK,KS66212 		NONE   SCHOLARSHIP 15,000

YOUTH CHORUS OF KANSAS CITY

1600 E MAIN ST
KANSAS CITY,MO64108 		NONE   SCHOLARSHIP 5,000

WORLD GIVING FOUNDATION

5901 COLLEGE BLVD STE 100
OVERLAND PARK,KS66211 		NONE   UNRESTRICTED GIFT 499,496
Total ................................. 3a 1,011,996
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 335,151  
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 ............ 		    18 298,699  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aALMA PARK JOINT VE 		900000 45,993      
bALMA PARK JOINT VE     1 1,225  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 45,993 635,075  
13Total. Add line 12, columns (b), (d), and (e)..................
13
681,068
(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:
BARTON P & MARY D COHEN CHARITABLE 1
EIN:
26-6205947
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 6,500     6,500

TY 2025 InvestmentsOtherSchedule2
Name:
BARTON P & MARY D COHEN CHARITABLE 1
EIN:
26-6205947
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SEE ATTACHED STATEMENT AT COST 8,317,505 13,291,097

TY 2025 OtherAssetsSchedule
Name:
BARTON P & MARY D COHEN CHARITABLE 1
EIN:
26-6205947
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ALMA PARK JOINT VENTURES LLC   -119,931 -119,931


TY 2025 OtherDecreasesSchedule
Name:
BARTON P & MARY D COHEN CHARITABLE 1
EIN:
26-6205947
Description Amount
MUTAL FUND TIMING ADJUSTMENT 25,215


TY 2025 OtherExpensesSchedule
Name:
BARTON P & MARY D COHEN CHARITABLE 1
EIN:
26-6205947
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 882 882   0
ALMA PARK JOINT VENTURE-INT. E 3,222 0 3,222 0
ALMA PARK JOINT VENTURE-SPECIA 7,132 0 7,132 0
ALMA PARK JOINT VENTURE-INT. E 9,059 0 9,059 0


TY 2025 OtherIncomeSchedule2
Name:
BARTON P & MARY D COHEN CHARITABLE 1
EIN:
26-6205947
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ALMA PARK JOINT VENTURES INTEREST 1,225 1,225  
ALMA PARK JOINT VENTRUE-RENTAL R/E INCOM 45,993 0 45,993


TY 2025 OtherIncreasesSchedule
Name:
BARTON P & MARY D COHEN CHARITABLE 1
EIN:
26-6205947
Description Amount
ROC ADJUSTMENT 888
PURCHASE ACCRUED INTEREST 1,957
BASIS TO FMV OF ASSET TO CHARITY 475,951


TY 2025 OtherLiabilitiesSchedule
Name:
BARTON P & MARY D COHEN CHARITABLE 1
EIN:
26-6205947
Description Beginning of Year - Book Value End of Year - Book Value
ALMA PARK JOINT VENTURES, LLC 122,736  


TY 2025 TaxesSchedule
Name:
BARTON P & MARY D COHEN CHARITABLE 1
EIN:
26-6205947
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 4,232 4,232   0
FEDERAL TAX PAYMENT - PRIOR YE 10,600 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,374 1,374   0
FOREIGN TAXES ON NONQUALIFIED 1,384 1,384   0