TY 2025 Form 990PF

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)
	1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .................
3	Interest on savings and temporary cash investments	21,505	21,505
4	Dividends and interest from securities...	970,024	970,024
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		963,975
b	Gross sales price for all assets on line 6a 5,340,340
7	Capital gain net income (from Part IV, line 2)...		963,975
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	1,955,504	1,955,504
	13	Compensation of officers, directors, trustees, etc.	172,361	43,090		129,271
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......	60,004	15,001		45,003
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	18,950	9,475		9,475
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	68,202	68,202		0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	44,455	3,364		10,091
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............	24,737	6,184		18,553
21	Travel, conferences, and meetings.......	6,429	1,607		4,822
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	553,500	2,392		11,108
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	948,638	149,315		228,323
25	Contributions, gifts, grants paid.......	4,896,666			4,896,666
26	Total expenses and disbursements. Add lines 24 and 25 ................	5,845,304	149,315		5,124,989
	27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-3,889,800
b	Net investment income (if negative, enter -0-)		1,806,189
c	Adjusted net income (if negative, enter -0-)...

(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.)
1 a	PUBLICLY TRADED SECURITIES - RBC 43958		2025-12-31
b	PUBLICLY TRADED SECURITIES - RBC 43958		2025-12-31
c	PUBLICLY TRADED SECURITIES - RBC 43957		2025-12-31
d	PUBLICLY TRADED SECURITIES - RBC 43957		2025-12-31
e	PUBLICLY TRADED SECURITIES - RBC 43957		2025-12-31
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price	(f) Depreciation allowed (or allowable)	(h) Gain or (loss) (e) plus (f) minus (g)
a	79,279	75,504	3,775
b	2,322,346	2,318,588	3,758
c	2,652,436	1,694,544	957,892
d	33,425	37,754	-4,329
e	252,189	249,975	2,214
	665		665

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	963,975
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

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	25,106
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	25,106
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	25,106
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	34,158
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............	7	34,158
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content	8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......	9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...	10	9,052
11	Enter the amount of line 10 to be: Credited to 2026 estimated tax9,052	Refunded	11	0
	For Refunded amount, also complete and attach Form 8050. 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
STEPHEN LANG	TRUSTEE 5.00	0	0	0
33 W 60TH STREET ROOM 219 NEW YORK,NY10023
JANE LANG	TRUSTEE 20.00	0	0	0
33 W 60TH STREET ROOM 219 NEW YORK,NY10023
KRISTINA LANG	TRUSTEE 5.00	0	0	0
33 W 60TH STREET ROOM 219 NEW YORK,NY10023
LUCY LANG	TRUSTEE 5.00	0	0	0
33 W 60TH STREET ROOM 219 NEW YORK,NY10023
LAUREN MCGRAIL	TRUSTEE,EXECUTIVE DIRECTOR 40.00	172,361	60,004	0
33 W 60TH STREET ROOM 219 NEW YORK,NY10023
JESSICA LANG	TRUSTEE 5.00	0	0	0
33 W 60TH STREET ROOM 219 NEW YORK,NY10023
BENJAMIN ALAMAR	TRUSTEE 5.00	0	0	0
33 W 60TH STREET ROOM 219 NEW YORK,NY10023

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
CHIARINA 310 4TH STREET SE WASHINGTON,DC20003	NONE		GENERAL	1,500
SPECIAL OLYMPICS MASSACHUSETTS 512 FOREST STREET MARLBOROUGH,MA01752	NONE		GENERAL	50
GLAD LAW 18 TREMONT SUITE 950 BOSTON,MA02108	NONE		GENERAL	20,000
SCHOOL THE WORLD 109 STATE STREET 403 BOSTON,MA02109	NONE		GENERAL	600
SAINT FRANCIS HOUSE 39 BOYLSTON ST BOSTON,MA02116	NONE		GENERAL	50,000
ROSIE'S PLACE 889 HARRISON AVENUE BOSTON,MA02118	NONE		GENERAL	27,000
THE GREATER BOSTON FOOD BANK 70 SOUTH BAY AVE BOSTON,MA02118	NONE		GENERAL	25,000
PINE STREET INN 444 HARRISON AVE BOSTON,MA02118	NONE		GENERAL	50,000
COMMUNITY SERVINGS 179 AMORY STREET JAMAICA PLAIN,MA02130	NONE		GENERAL	75,000
BIKES NOT BOMBS 284 AMORY STREET JAMAICA PLAIN,MA02130	NONE		GENERAL	3,000
HARVARD UNIVERSITY UNIVERSTY HALL CAMBRIDGE,MA02138	NONE		GENERAL	65
BOSTON AREA RAPE CRISIS CENTER 99 BISHOP ALLEN DRIVE CAMBRIDGE,MA02139	NONE		GENERAL	1,000
FENWAY HEALTH 1340 BOYLSTON ST BOSTON,MA02215	NONE		GENERAL	25,000
BROOKLINE FRIENDS OF PERFORMING ARTS 115 GREENOUGH STREET BROOKLINE,MA02445	NONE		GENERAL	2,000
TBZ BROOKLINE 1566 BEACON ST BROOKLINE,MA02446	NONE		GENERAL	2,000
MORE THAN WORDS 56 FELTON STREET WALTHAM,MA02453	NONE		GENERAL	2,000
PAN-MASS CHALLENGE 77 4TH AVENUE NEEDHAM,MA02494	NONE		GENERAL	30
MARTHAS VINEYARD HEBREW CENTER 130 CENTER STREET VINEYARD HAVEN,MA02568	NONE		GENERAL	108
PLEASANT BAY COMMUNITY BOATING 2287 MA-28 HARWICH,MA02645	NONE		GENERAL	1,000
BETHLEHEM HEBREW CONGREGATION 39 STRAWBERRY HILL RD BETHLEHEM,NH03574	NONE		GENERAL	350
FARMINGTON VALLEY JEWISH CONGREGATION 55 BUSHY HILL RD SIMSBURY,CT06070	NONE		GENERAL	1,500
WATKINSON SCHOOL 180 BLOOMFIELD AVE HARTFORD,CT06105	NONE		GENERAL	5,000
CENTER FOR MEDICARE ADVOCACY PO BOX 350 WILLIMANTIC,CT06226	NONE		GENERAL	10,000
SUPERHUMANS USA 3625 QUAKERBRIDGE ROAD HAMILTON TOWNSHIP,NJ08619	NONE		GENERAL	1,000
HUDSON RIVER COMMUNITY SAILING 207 12TH AVE NEW YORK,NY10001	NONE		GENERAL	25,000
I HAVE A DREAM FOUNDATION 322 EIGHTH AVENUE SUITE 202 NEW YORK,NY10001	NONE		GENERAL	72,000
HOLY APOSTLES SOUP KITCHEN 296 NITH AVENUE NEW YORK,NY10001	NONE		GENERAL	25,500
JERICHO PROJECT 245 W 29TH ST RM 902 NEW YORK,NY10001	NONE		GENERAL	25,000
ADVOCATES FOR TRANS EQUALITY 228 PARK AVE SOUTH PMB 38268 NEW YORK,NY10003	NONE		GENERAL	3,000
BILLION OYSTER PROJECT 10 SOUTH STREET SLIP 7 NEW YORK,NY10004	NONE		GENERAL	101,000
GOVERNORS ISLAND FOUNDATION 10 SOUTH STREET SLIP 7 NEW YORK,NY10004	NONE		GENERAL	1,500
CITY REPORT INC 85 BROADWAY STREET 12TH FLOOR NEW YORK,NY10004	NONE		GENERAL	25
AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC 125 BROAD STREE 18TH FLOOR NEW YORK,NY10004	NONE		GENERAL	450
COMMUNITY ACCESS 17 BATTERY PLACE SUITE 1326 NEW YORK,NY10004	NONE		GENERAL	51,000
BELL VOICES INC 25 BROADWAY 12TH FL NEW YORK,NY10004	NONE		GENERAL	200
LITWORLD INTERNATIONAL INC 55 EXCHANGE PLACE SUITE 402 NEW YORK,NY10005	NONE		GENERAL	250
DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK,NY10006	NONE		GENERAL	1,500
BMCC FOUNDATION 199 CHAMBERS ST NEW YORK,NY10007	NONE		GENERAL	25,000
YOUTH REPRESENT 1 PARK PL RM 1512 NEW YORK,NY10007	NONE		GENERAL	50,000
SUGARPLUM SLED 272 E 3RD ST APT 1 NEW YORK,NY10009	NONE		GENERAL	7,500
PROSECUTORS' CENTER FOR EXCELLENCE 360 FIRST AVENUE APT 10C NEW YORK,NY10010	NONE		GENERAL	25,000
BARUCH COLLEGE FUND 1 BERNARD BARUCH WAY NEW YORK,NY10010	NONE		GENERAL	50,000
EUGENE LANG COLLEGE THE NEW SCHOOL 65 W 11TH ST NEW YORK,NY10011	NONE		GENERAL	1,125,000
THE ART THERAPY PROJECT 132 WEST 21ST ST 6TH FL NEW YORK,NY10011	NONE		GENERAL	34,140
INNOCENCE PROJECT 40 WORTH STREET SUITE 701 NEW YORK,NY10013	NONE		GENERAL	1,000
AVENUES FOR JUSTICE 100 CENTRE STREET NEW YORK,NY10013	NONE		GENERAL	15,000
NATIONAL PUBLIC RADIO 160 VARICK STREET 8TH FL NEW YORK,NY10013	NONE		GENERAL	100
ANIMAL HAVEN 200 CENTRE ST NEW YORK,NY10013	NONE		GENERAL	1,400
NEW YORK PUBLIC RADIO 160 VARICK STREET NEW YORK,NY10013	NONE		GENERAL	828
GRADUATE CENTER FOUNDATION 365 FIFTH AVENUE NEW YORK,NY10016	NONE		GENERAL	5,000
STARS OF TOMORROW PROJECT 144 EAST 39TH STREET NEW YORK,NY10016	NONE		GENERAL	15,000
HELEN KELLER INTERNATIONAL ONE DAG HAMMARSKJOLD PLAZA FLOOR 2 NEW YORK,NY10017	NONE		GENERAL	7,500
INTERNATIONAL SENIOR LAWYERS PROJECT 110 WEST 40TH STREET SUITE 700 NEW YORK,NY10018	NONE		GENERAL	15,000
BROADWAY FOR ARTS EDUCATION 336 W 37TH STREET SUITE 500 NEW YORK,NY10018	NONE		GENERAL	1,000
NEW YORK PUBLIC LIBRARY 476 5TH AVE NEW YORK,NY10018	NONE		GENERAL	500
CRAIG NEWMARK GRADUATE SCHOOL OF JOURNALISM CUNY FOUNDATION 219 WEST 40TH STREET NEW YORK,NY10018	NONE		GENERAL	1,000
MANHATTAN NEIGHBORHOOD NETWORK 509 W 38TH STREET FL 4 NEW YORK,NY10018	NONE		GENERAL	1,000
CONCERTS IN MOTION 729 7TH AVE 9TH FLOOR NEW YORK,NY10019	NONE		GENERAL	251,750
TINA'S WISH 31 W 52ND ST 4 NEW YORK,NY10019	NONE		GENERAL	100
PROJECT BROADWAY 445 WEST 54 STREET NEW YORK,NY10019	NONE		GENERAL	7,500
ENTERTAINMENT COMMUNITY FUND 729 SEVENTH AVENUE NEW YORK,NY10019	NONE		GENERAL	15,000
ACHILLES INTERNATIONAL INC 57 WEST 57TH STREET SUITE 1702 NEW YORK,NY10019	NONE		GENERAL	50
42 ANALYTICS EDUCATION INC 1350 6TH AVE NEW YORK,NY10019	NONE		GENERAL	75,000
JOHN JAY COLLEGE FOUNDATION 619 WEST 54TH STREET 7TH FLR NEW YORK,NY10019	NONE		GENERAL	50,000
FRICK COLLECTION 1 EAST 70TH STREET NEW YORK,NY10021	NONE		GENERAL	2,250
CENTRAL SYNAGOGUE 652 LEXINGTON AVENUE NEW YORK,NY10022	NONE		GENERAL	2,500
DREAMER 2 SCHOLARSHIP C/O EUGENE M LANG FOUNDATION 33 W 60TH ST RM 219 NEW YORK,NY10023	NONE		GENERAL	6,700
ALUMNI AND FRIENDS OF LAGUARDIA HIGH SCHOOL 100 AMSTERDAM AVENUE NEW YORK,NY10023	NONE		GENERAL	5,000
AMERICAN MUSEUM OF NATURAL HISTORY 200 CENTRAL PARK WEST NEW YORK,NY10024	NONE		GENERAL	20,000
WEST SIDE CAMPAIGN AGAINST HUNGER 263 W 86TH ST NEW YORK,NY10024	NONE		GENERAL	25,200
CONGREGATION RODEPH SHALOM 7 W 83RD ST NEW YORK,NY10024	NONE		GENERAL	14,200
STEPHEN GAYNOR SCHOOL 148 W 90TH ST NEW YORK,NY10024	NONE		GENERAL	5,000
BRIGID ALLIANCE INC 285 CENTRAL PARK W STE 8S NEW YORK,NY10024	NONE		GENERAL	2,500
VIDEO VOLUNTEERS 47 W 92ND STREET NEW YORK,NY10025	NONE		GENERAL	5,000
COLUMBIA LAW SCHOOL 435 WEST 116TH STREET NEW YORK,NY10027	NONE		GENERAL	27,500
CENTRR FOR JUSTICE AT COLUMBIA UNIVERSITY 1190 AMSTERDAM AVENUE NEW YORK,NY10027	NONE		GENERAL	100,000
NEW AMSTERDAM BOYS AND GIRLS CHOIR PO BOX 99 NEW YORK,NY10029	NONE		GENERAL	3,500
CLASSICIAL THEATRE OF HARLEM 1850 AMSTERDAM AVE NEW YORK,NY10031	NONE		GENERAL	10,000
FUTURES IGNITE INC 511 WEST 182ND STREET NEW YORK,NY10033	NONE		GENERAL	75,000
CANNABIS JUSTICE EQUITY INITIATIVE 90 VERMILYEA AVE UNIT 618 NEW YORK,NY10034	NONE		GENERAL	1,000
KIPP NYC PUBLIC CHARTER SCHOOLS 1501 BROADWAY NEW YORK,NY10036	NONE		GENERAL	250
ACTORS STUDIO 432 WEST 44TH STREET NEW YORK,NY10036	NONE		GENERAL	500
MOVE NYC FOUNDATION 2186 5TH AVE APT 14F NEW YORK,NY10037	NONE		GENERAL	30,000
SILENT CRY 2110 MADISON AVE NEW YORK,NY10037	NONE		GENERAL	1,910
PLANNED PARENTHOOD 123 WILLIAM STREET NEW YORK,NY10038	NONE		GENERAL	7,000
PACE UNIVERSITY ONE PACE PLAZA NEW YORK,NY10038	NONE		GENERAL	1,000
COUNCIL ON FOREIGN RELATIONS 58 E 68TH ST NEW YORK,NY10065	NONE		GENERAL	1,000
MEMORIAL SLOAN KETTERING CANCER CENTER 1275 YORK AVENUE NEW YORK,NY10065	NONE		GENERAL	600
NEW YORK PRESBYTERIAN HOSPITAL 525 E 68TH ST NEW YORK,NY10065	NONE		GENERAL	100,000
LITTLE LEGION 322 WEST 52ND STREET 1778 NEW YORK,NY10101	NONE		GENERAL	500
AMERICAN OF OXFORD INC 500 FIFTH AVENUE 32ND FLOOR NEW YORK,NY10110	NONE		GENERAL	1,000
FISHER CENTER FOR ALZHEIMER'S RESEARCH FOUNDATION PO BOX 220 NEW YORK,NY10150	NONE		GENERAL	3,000
HART ISLAND PROJECT PO BOX 4327 NEW YORK,NY10163	NONE		GENERAL	500
INTERNATIONAL RESCUE COMMITTEE 122 EAST 42ND STREET NEW YORK,NY10168	NONE		GENERAL	2,000
FOUR BLOCK FOUNDATION INC 230 PARK AVENUE 29TH FLOOR NEW YORK,NY10169	NONE		GENERAL	2,000
PROJECT PERICLES 551 5TH AVE RM 1910 NEW YORK,NY10176	NONE		GENERAL	103,250
SANCTUARY FOR FAMILIES PO BOX 1406 NEW YORK,NY10268	NONE		GENERAL	25,000
NATIONAL YIDDISH THEATRE FOLKSBIENE 36 BATTERY PL NEW YORK,NY10280	NONE		GENERAL	10,000
WOMENS HOUSING AND ECONOMIC DEVELOPMENT CORPORATION 50 E 168TH STREET BRONX,NY10452	NONE		GENERAL	50,000
OSBORNE ASSOCIATION 809 WESTCHESTER AVE BRONX,NY10455	NONE		GENERAL	50,000
INSPIRING FUTURES 778 MORRIS PARK AVE WASHINGTON,DC10462	NONE		GENERAL	15,000
REHABILITATION THROUGH THE ARTS 735 ANDERSON HILLS ROAD PURCHASE,NY10577	NONE		GENERAL	1,000
AUTISM SCIENCE FOUNDATION 3 CONTINENTAL RD SCARSDALE,NY10583	NONE		GENERAL	1,000
UNTERMYER GARDENS CONSERVANCY 945 NORTH BROADWAY YONKERS,NY10701	NONE		GENERAL	1,000
LET'S DO SOMETHING 55 DALTON ROAD YONKERS,NY10701	NONE		GENERAL	5,000
NORTHWELL HEALTH FOUNDATION 2000 MARCUS AVENUE NEW HYDE PARK,NY11042	NONE		GENERAL	1,000
EXPLORING THE ARTS 34-12 36TH STREET SUITE 2-100 ASTORIA,NY11106	NONE		GENERAL	150,000
CHILDREN'S LAW CENTER 44 COURT ST FL 11 BROOKLYN,NY11201	NONE		GENERAL	60,000
QUEENSBOROUGH COMMUNITY COLLEGE FOUNDATION 222-05 56TH AVENUE BAYSIDE,NY11364	NONE		GENERAL	25,000
MAC-HAYDN THEATRE 1925 NY-203 CHATHAM,NY12037	NONE		GENERAL	250
COLUMBIA LAND CONSERVANCY 49 MAIN ST CHATHAM,NY12037	NONE		GENERAL	5,000
CRANDELL THEATRE 48 MAIN ST CHATHAM,NY12037	NONE		GENERAL	20,000
KINDERHOOK MEMORIAL LIBRARY 18 HUDSON STREET KINDERHOOK,NY12106	NONE		GENERAL	5,000
COLUMBIA COUNTY HISTORICAL SOCIETY 5 ALBANY AVE KINDERHOOK,NY12106	NONE		GENERAL	22,000
REGIONAL FOOD BANK 965 ALBANY SHAKER RD LATHAM,NY12110	NONE		GENERAL	40,000
VALATIE ECUMENICAL FOOD PANTRY 3212 CHURCH STREET VALATIE,NY12184	NONE		GENERAL	10,000
FAMILY RESOURCE CENTR OF COLUMBIA COUNTY 3211 CHURCH STREET VALATIE,NY12184	NONE		GENERAL	250
PARK & TRAILS NEW YORK 1 STEUBEN STREET ALBANY,NY12214	NONE		GENERAL	1,000
NEW YORK STATE ARCHIVES PARTNERSHIP TRUST CULTURAL EDUCATION CENTER NO 9C49 ALBANY,NY12230	NONE		GENERAL	5,000
COMMITTEE FOR THE GOVERNOR GEORGE E PATAKI LEADERSHIP AND LEARNING CENTER 1470 KEYES AVE SCHENECTADY,NY12309	NONE		GENERAL	1,000
COLUMBIA-GREENE HUMANE SOCIETY 111 HUMANE SOCIETY RD HUDSON,NY12534	NONE		GENERAL	250
KITE'S NEST 58 N FRONT ST HUDSON,NY12534	NONE		GENERAL	10,000
GREATER HUDSON PROMISE NEIGHBORHOOD 369 WARREN STREET HUDSON,NY12534	NONE		GENERAL	750
TEMPLE BETH ZION 805 DELAWARE AVE BUFFALO,NY14209	NONE		GENERAL	14,778
GETTYSBURG FOUNDATION 1195 BALTIMORE PIKE GETTYSBURG,PA17325	NONE		GENERAL	15,000
SWARTHMORE COLLEGE 500 COLLEGE AVE SWARTHMORE,PA19081	NONE		GENERAL	38,750
HEADSTRONG FOUNDATION 1330 MACDADE BLVD 2 WOODLYN,PA19094	NONE		GENERAL	100
NEW ISRAEL FUND PO BOX 70358 PHILADELPHIA,PA19176	NONE		GENERAL	8,000
THE THEATRE LAB 900 MASSACHUSETTS AVE NW WASHINGTON,DC20001	NONE		GENERAL	7,000
WASHINGTON COUNCIL OF LAWYERS 901 4TH STREET NW STE 3101 WASHINGTON,DC20001	NONE		GENERAL	500
BLACK WOMEN PLAYWRIGHT'S GROUP 916 G ST NW WASHINGTON,DC20001	NONE		GENERAL	3,000
WORLD CENTRAL KITCHEN 655 NEW YORK AVE NW 6TH FLOOR WASHINGTON,DC20001	NONE		GENERAL	1,250
ATLAS PERFORMING ARTS CENTER 1333 H ST NE WASHINGTON,DC20002	NONE		GENERAL	304,750
OPEN CITY ADVOCATES 810 7TH ST NE WASHINGTON,DC20002	NONE		GENERAL	50,000
CAPITAL CITY SYMPHONY 1333 H ST NE WASHINGTON,DC20002	NONE		GENERAL	18,000
EXPATS THEATRE 1333 H ST NE WASHINGTON,DC20002	NONE		GENERAL	30,000
STEP AFRIKA 1333 H ST NE WASHINGTON,DC20002	NONE		GENERAL	15,000
MOSAIC THEATRE 1333 H ST NE WASHINGTON,DC20002	NONE		GENERAL	65,000
OLD NAVAL HOSPITAL FOUNDATION 921 PENNSYLVANIA AVENUE SE WASHINGTON,DC20003	NONE		GENERAL	1,500
DC FIRE & EMS FOUNDATION 122 KENTUCKY AVE SE WASHINGTON,DC20003	NONE		GENERAL	1,000
CAPITOL HILL COMMUNITY FOUNDATION 419 E CAPITOL ST SE WASHINGTON,DC20003	NONE		GENERAL	1,750
HILL HAVURAH 212 E CAPITOL ST NE WASHINGTON,DC20003	NONE		GENERAL	3,250
FAMILY AND YOUTH INITIATIVE 853 NEW JERSEY AVE SE WASHINGTON,DC20003	NONE		GENERAL	5,000
WASHINGTON LAWYERS' COMMITTEE FOR CIVIL RIGHTS AND URBAN AFFAIRS 700 14TH STREET NW SUITE 400 WASHINGTON,DC20005	NONE		GENERAL	2,500
AMALGAMATED CHARITABLE FOUNDATION ISO TRANSGENDER FREEDOM ALIANCE 1825 K STREET NW WASHINGTON,DC20006	NONE		GENERAL	10,000
HUMAN RIGHTS FIRST 825 21ST ST NW WASHINGTON,DC20006	NONE		GENERAL	250
JESUIT REFUGEE SERVICE USA 1627 K ST NW WASHINGTON,DC20006	NONE		GENERAL	500
TREGARON CONSERVANCY 2954 MACOMB ST NW WASHINGTON,DC20008	NONE		GENERAL	29,000
MARET SCHOOL 3000 CATHEDRAL AVE NW WASHINGTON,DC20008	NONE		GENERAL	1,000
UKRAINE HOUSE DC FOUNDATION 2134 KALORAMA RD NW WASHINGTON,DC20008	NONE		GENERAL	200
IN SERIES 1835 14TH ST NW WASHINGTON,DC20009	NONE		GENERAL	6,750
THEATRE WASHINGTON 1825 CONNECTICUT AVE NW STE 100 WASHINGTON,DC20009	NONE		GENERAL	17,000
826DC INC 3333 14TH ST NW M120 WASHINGTON,DC20010	NONE		GENERAL	15,000
FOOD & FRIENDS INC 219 RIGGS ROAD NE WASHINGTON,DC20011	NONE		GENERAL	1,000
IONA SENIOR SERVICES 4125 ALBEMARLE STREET NW WASHINGTON,DC20016	NONE		GENERAL	127,000
CAPITAL AREA FOOD BANK 4900 PUERTO RICO AVENUE NE WASHINGTON,DC20017	NONE		GENERAL	29,750
SEED PUBLIC CHARTER SCHOOL OF WASHINGTON DC 4300 C STREET SE WASHINGTON,DC20019	NONE		GENERAL	5,000
KINGDOM CARE SENIOR VILLAGE 814 ALABAMA AVE SE WASHINGTON,DC20032	NONE		GENERAL	50,000
INTERNATIONAL PLANNED PARENTHOOD FEDERATION PO BOX 33787 WASHINGTON,DC20033	NONE		GENERAL	5,000
SOLAS NUA 1777 CHURCH ST NW WASHINGTON,DC20036	NONE		GENERAL	8,250
GAY MEN'S CHORUS OF WASHINGTON 1517 18TH STREET NW WASHINGTON,DC20036	NONE		GENERAL	2,750
DC APPLESEED CENTER FOR LAW AND JUSTICE 1900 L ST NW SUITE 220 WASHINGTON,DC20036	NONE		GENERAL	500
MIRIAM'S KITCHEN 2401 VIRGINIA AVENUE NW WASHINGTON,DC20037	NONE		GENERAL	50,000
DEMOCRACY FORWARD FOUNDATION PO BOX 34553 WASHINGTON,DC20043	NONE		GENERAL	250,000
FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH 11400 ROCKVILLE PIKE 600 NORTH BETHESDA,MD20852	NONE		GENERAL	500
GREEN ACRES SCHOOL 11701 DANVILLE DR ROCKVILLE,MD20852	NONE		GENERAL	1,000
WETA 3939 CAMPBELL AVENUE ARLINGTON,VA22206	NONE		GENERAL	1,500
MUTUAL AID SUDAN COALITION VIA PROXIMITY2HUMANITY 415 N 2ND STREET ALBEMARLE,NC28001	NONE		GENERAL	7,500
THE MIRACLE LEAGUE 1506 KLONDIKE ROAD SUITE 105 CONYERS,GA30094	NONE		GENERAL	1,000
DUPLICATION CARES 7980 WOODS EDGE CT CONCORD TWP,OH44060	NONE		GENERAL	1,000
GAMERS OUTREACH FOUNDATION 4860 WASHTENAW AVENUE SUITE I 435 ANN ARBOR,MI48108	NONE		GENERAL	200
PHOENIX SOCIETY FOR BURN SURVIVORS 525 OTTAWA AVENUE NORTHWEST FRONT GRAND RAPIDS,MI49503	NONE		GENERAL	2,500
JEWISH LGBTQ DONOR NETWORK 13033 RIDGEDALE DRIVE 239 MINNETONKA,MN55305	NONE		GENERAL	5,000
UNIVERSITY OF MINNESOTA FOUNDATION 200 OAK ST SE STE 500 MINNEAPOLIS,MN55455	NONE		GENERAL	16,667
PRISON JOURNALISM PROJECT 3501 SOUTHPORT AVE 204 CHICAGO,IL60657	NONE		GENERAL	25,000
GEORGE W BUSH PRESIDENTIAL CENTER 2943 SMU BLVD DALLAS,TX75205	NONE		GENERAL	1,000
NOMI 3026 MOCKINGBIRD LANE 102 DALLAS,TX75205	NONE		GENERAL	10,000
AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS,TX75231	NONE		GENERAL	250
CEDAR PARK YOUTH FOOTBALL ASSOCIATION 1841 S LAKELINE BLVD SUITE 101 319 CEDAR PARK,TX78613	NONE		GENERAL	25
CEDAR PARK HIGH SCHOOL SWIM AND DIVE 2150 CYPRESS CREEK RD CEDAR PARK,TX78613	NONE		GENERAL	25
KMFA 41 NAVASOTA STREET AUSTIN,TX78702	NONE		GENERAL	1,500
CANYON RIDGE MIDDLE SCHOOL PTA 12601 COUNTRY TRAILS LN AUSTIN,TX78732	NONE		GENERAL	15
GRAYLAN SPRING FOUNDATION 12813 LITTLE DIPPER PATH AUSTIN,TX78732	NONE		GENERAL	1,000
CENTRAL TAXES FOOD BANK 6500 METROPOLIS DR AUSTIN,TX78744	NONE		GENERAL	25,000
VANDEGRIFT HIGH SCHOOL BAND BOOSTER CLUB 9500 MCNEIL DR AUSTIN,TX78750	NONE		GENERAL	25
VANDEGRIFT FOOTBALL BOOSTER CLUB 9500 MCNEIL DRIVE AUSTIN,TX78750	NONE		GENERAL	1,000
EXTRA LIFE 205 W 700 S SALT LAKE CITY,UT84101	NONE		GENERAL	675
SOCIETY FOR AMERICAN BASEBALL RESEARCH INC 555 N CENTRAL AVENUE SUITE 302 PHOENIX,AZ85004	NONE		GENERAL	1,000
COMMUNITY ORGANIZED RELIEF EFFORT 910 N HILL STREET LOS ANGELES,CA90012	NONE		GENERAL	500
VISION TO LEARN 12100 WILSHIRE BOULEVARD SUITE 1275 LOS ANGELES,CA90025	NONE		GENERAL	5,000
TREVOR PROJECT PO BOX 69232 WEST HOLLYWOOD,CA90069	NONE		GENERAL	4,000
MUSICARES 3030 OLYMPIC BLVD SANTA MONICA,CA90404	NONE		GENERAL	100
SHERMAN OAKS PARENTS ASSOCIATION 14755 GREENLEAF STREET SHERMAN OAKS,CA91403	NONE		GENERAL	5,000
DIRECT RELIEF 6100 WALLACE BECKNELL ROAD SANTA BARBARA,CA93117	NONE		GENERAL	500
MUTTVILLE 255 ALABAMA STREET SAN FRANCISCO,CA94103	NONE		GENERAL	1,250
SAINT FRANCIS FOUNDATION 155 SANSOME AVENUE SUITE 500 SAN FRANCISCO,CA94104	NONE		GENERAL	3,750
CHILDREN'S BOOK PROJECT 3433 21ST ST SAN FRANCISCO,CA94110	NONE		GENERAL	2,500
GIVETHX 1900 SUTTER STREET SAN FRANCISCO,CA94115	NONE		GENERAL	2,500
UNIVERSITY OF SAN FRANCISCO SCHOOL OF EDUCATION 2130 FULTON ST SAN FRANCISCO,CA94117	NONE		GENERAL	1,500
GOLDEN GATE PHILHARMONIC PO BOX 170301 SAN FRANCISCO,CA94117	NONE		GENERAL	1,000
THE BAY SCHOOL OF SAN FRANCISCO 35 KEYES AVE SAN FRANCISCO,CA94129	NONE		GENERAL	500
COGENERATE PO BOX 29542 SAN FRANCISCO,CA94129	NONE		GENERAL	250
SAN FRANCISCO SCHOOL 300 GAVEN ST SAN FRANCISCO,CA94134	NONE		GENERAL	500
COLLEGE TRACK 112 LINDEN STREET OAKLAND,CA94607	NONE		GENERAL	25,000
HEALTH CAREER CONNECTION 3000 FRANK H OGAWA PLZ STE 243 OAKLAND,CA94612	NONE		GENERAL	30,000
YVOTE THROUGH SOCIAL GOOD FUND 12651 SAN PABLO AVENUE RICHMOND,CA94805	NONE		GENERAL	50,000
Total ................................. 3a				4,896,666

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.............	119,269	112,100	112,100
	2	Savings and temporary cash investments.........	907,926	597,641	597,641
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	88,362	List of Attached Documents: // Content 114,374	101,959
	b	Investments—corporate stock (attach schedule).......	14,061,343	List of Attached Documents: // Content 12,623,483	27,455,824
	c	Investments—corporate bonds (attach schedule).......	11,547,707	List of Attached Documents: // Content 9,927,209	9,941,912
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 540,000	List of Attached Documents: // Content 0	List of Attached Documents: // Content 0
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	27,264,607	23,374,807	38,209,436
	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	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........	27,264,607	23,374,807
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	0	0
	29	Total net assets or fund balances (see instructions).....	27,264,607	23,374,807
	30	Total liabilities and net assets/fund balances (see instructions).	27,264,607	23,374,807

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
RBC CAPITAL MARKETS LLC	INVESTMENT ADVISORY FEES	68,202
PO BOX 1510 MINNEAPOLIS,MN55440	INVESTMENT ADVISORY FEES	68,202

		(a) Corpus	(b) Years prior to 2024	(c) 2024	(d) 2025
1 Distributable amount for 2025 from Part X, line 7					1,883,464
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......	2,315,389
b From 2021......	2,048,924
c From 2022......	3,082,636
d From 2023......	2,229,540
e From 2024......	2,961,719
f Total of lines 3a through e ........		12,638,208
4Qualifying distributions for 2025 from Part
XI, line 4: $ 5,124,989
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.....					1,883,464
e Remaining amount distributed out of corpus		3,241,525
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		15,879,733
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) ...		2,315,389
9 Excess distributions carryover to 2026. Subtract lines 7 and 8 from line 6a ......		13,564,344
10 Analysis of line 9:
a Excess from 2021 ....	2,048,924
b Excess from 2022 ....	3,082,636
c Excess from 2023 ....	2,229,540
d Excess from 2024 ....	2,961,719
e Excess from 2025 ....	3,241,525

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

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 ...........			14	21,505
4 Dividends and interest from securities ....			14	970,024
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	963,975
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		1,955,504	0

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			3,775
b			3,758
c			957,892
d			-4,329
e			2,214
			665


(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

bApproved for future payment

Total ................................. 3b				0

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.

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ABBVIE INC SR GLBL NT 3.20% DUE NOV 21, 2029	114,343	111,601
ABBVIE INC SR NOTES 4.30% DUE MAY 14, 2036	93,078	96,129
AEGON FUNDING COMPANY LLC 5.10% FIXED SUBORDINATED NOTES	140,497	125,573
AEP TAXAS CENTRAL CO SR NT SER E 6.65% DUE FEB 15, 2033	168,166	174,661
ALLSTATE CORP 5.100% FIXED TO FLOATING RATE	166,878	171,843
AMAZON COM INC 3.15% DUE AUG 22, 2027	63,421	64,480
AMAZON COM INC 3.60% DUE APR 13, 2032	206,407	216,529
AMERICAN ELEC PWR CO INC 3.20% DUE NOV 13, 2027	282,224	292,928
AT&T INC 2.25% DUE FEB 1, 2032	99,819	87,825
AT&T INC 2.55% DUE DEC 1, 2033	48,751	42,750
AT&T INC 4.30% DUE FEB 15, 2030	104,780	100,208
ATHENE HLDG LTD SR UNSECURED NOTES 3.50% DUE JAN 15, 2031	26,831	24,588
BANK AMERICA CORP SENIOR UNSECURED 3.593% DUE JUL 21, 2028	168,277	172,822
BANK NEW YORK MELLON 3.30% DUE AUG 23, 2029	145,624	148,708
BERKSHIRE HATHAWAY INC SR NOTES 3.125% DUE MAR 15, 2026	154,558	158,742
CHUBB CORP SR NT 6.50% DUE MAY 15, 2038	173,339	170,261
CITIGROUP CAPITAL XIII 7.875% FIXED/FLOATING RATE	188,334	205,783
CMS ENERGY CORP 5.875% JUNIOR SUBORDINATED NOTES DUE 2079	140,424	138,206
COMCAST CORP NEW 3.25% DUE NOV 1, 2039	76,481	78,324
COMCAST CORP SENIOR NOTES 4.15% DUE OCT 15, 2028	110,691	110,585
COMMONWEALTH EDISON CO 1ST MORTGAGE 3.70% DUE AUG 15, 2028	51,802	49,825
CONOCOPHILLIPS 5.95 % DUE OCT 15, 2036	103,639	107,223
CSX CORP 3.25% DUE JUN 1, 2027	255,414	261,827
CVS HEALTH CORP SENIOR NOTES 4.30% DUE MAR 25, 2028	69,459	70,251
DOMINION ENERGY SOUTH CAROLINA 1ST MTG BD 5.30% DUE MAY 15, 2033	84,107	72,955
DUKE ENERGY CAROLINAS LLC SR NT 6.10% DUE JUN 1, 2037	104,508	107,874
DUKE ENERGY OH INC 1ST MTG 3.65% DUE FEB 1, 2029	158,741	158,483
DUKE ENERGY PROGRESS LLC 5.10% DUE MAR 15, 2034	74,756	77,418
ENBRIDGE INC 4.25% DUE DEC 1, 2026	416,770	416,820
ENTERGY LA LLC 1ST MTG BD 4.00% DUE MAR 15, 2033	74,855	62,782
EQUINIX INC SR UNSECURED 3.90% DUE APR 15, 2032	88,063	96,246
EVOLVE BK & TR WEST MEMPHICD C/D FDIC INS TO LIMITS	199,500	200,214
FORD MOTOR COMPANY 6.00% NOTES DUE 2059	153,778	130,999
GEORGIA POWER CO SR NOTES 3.25% DUE APR 1, 2026	68,301	69,882
GOLDMAN SACHS GROUP INC SUBORDINATED GLOBAL NOTE 6.75% DUE OCT 1, 2037	206,093	223,816
HONEYWELL INTL INC SR UNSECURED NOTES 4.50% DUE JAN 15, 2034	109,932	114,219
JPMORGAN CHASE & CO 2.522% DUE APR 22, 2031	80,661	74,587
JPMORGAN CHASE & CO 4.25% DUE OCT 1, 2027	78,281	75,552
JPMORGAN CHASE & CO 6.254% DUE OCT 23, 2034	99,465	110,001
JPMORGAN CHASE & CO DEP SHS REPSTG 1/400TH NON CUML PFD DD 5.75% PERPTL	133,243	131,627
KEYCORP NEW DEP SHS REPSTG 1/40TH INT	110,696	121,190
KIMCO REALTY CORP 5.25% CL M DEP SHS REPSTG	43,992	36,654
LOWES COMPANIES INC 3.65% DUE APR 5, 2029	34,224	35,555
M & T BANK CORP PERPETUAL FXD TO FLOATNG RATE	188,564	183,247
MIDAMERICAN ENERGY CO MEDIUM TERM NTS 5.80% DUE OCT 15, 2036	148,534	157,496
MORGAN STANLEY 5.942% DUE FEB 7, 2039	100,235	105,269
MORGAN STANLEY 6.5% DEP SHS REPSTG 1/1000 SHR	158,127	157,124
MORGAN STANLEY BK N A CD CLL C/D FDIC INS TO LIMITS	99,950	100,140
MORGAN STANLEY PRIVATE BK C/D FDIC INS TO LIMITS	134,933	135,189
NATIONAL RURAL UTILITIES COOP FIN CORP 5.50% FIXED SUBORDINATE NOTES DUE 206	126,696	121,281
NEXTERA ENERGY CAP HLDGS INC JR SUB DEB SER N PFD 5.65% 03/01/2079	105,657	106,740
NEXTERA ENERGY CAPITAL SENIOR NOTES 3.50% DUE APR 1, 2029	56,120	53,943
ORACLE CORP SR NOTES 3.85% DUE JUL 15, 2036	148,315	163,207
ORACLE CORP SR UNSECURED 3.25% DUE MAY 15, 2030	235,169	226,406
PHILLIPS 66 3.90% DUE MAR 15, 2028	74,355	74,705
PHILLIPS 66 SR NT 4.65% DUE NOV 15, 2034	155,556	137,417
REINSURANCE GROUP AMERICA INC 5.75% FIXED TO FLOATING RATE	154,494	150,757
SEMPRA 5.750% JR SUB NOTES DUE 2079	239,190	225,721
SOUTHERN CO 5.50% DUE MAR 15, 2029	100,023	103,871
STATE STR CORP 3.031% DUE NOV 1, 2034	102,778	94,411
SUNTRUST CAP I TR PFD SECS SER-A 5.455% DUE MAY 15, 2027	139,143	149,076
TORONTO DOMINION BANK ONT 3.625% DUE SEP 15, 2031	319,231	332,116
TRUIST FINANCIAL CORP 5.25% DEP SHS REPSTG 1/1000TH	157,126	141,950
TRUIST FINL CORP SR UNSECD NOTE 4.916% DUE JUL 28, 2023	143,414	161,170
UNION PACIFIC CORP 2.40% DUE FEB 5, 2030	146,403	140,510
VERIZON COMMUNICATIONS INC 2.10% DUE MAR 22, 2028	199,910	192,072
VERIZON COMMUNICATIONS INC 4.50% DUE AUG 10, 2033	442,862	424,875
VERIZON COMMUNICATIONS INC GLBL NT 4.812% DUE MAR 15, 2039	90,851	95,166
VERIZON COMMUNICATIONS INC SR GLBL NT 2.355% DUE MAR 15, 2032	58,613	66,194
VERIZON COMMUNICATIONS INC SR GLBL NT 4.329% DUE SEP 21, 2028	54,055	50,426
WELL FARGO & CO 5.574% DUE JUL 25, 2029	89,512	93,253
WELLTOWER INC 3.85% DUE JUN 15, 2032	199,374	214,587
WILLIAMS PARTNRS LP SR NOTES 3.75% DUE JUN 15, 2027	51,274	49,815
WILLIS NORTH AMER INC SENIOR UNSECURED 2.95% DUE SEP 15, 2029	33,542	35,232

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABRDN HEALTHCARE INVESTORS	401,435	341,669
BLACKROCK CORE BOND TRUST	277,678	204,833
INVESCO SENIOR LOAN ETF	311,060	273,000
ISHARES CORE S&P SMALL CAP ETF	133,320	235,793
ISHARES EXPANDED TECH SECTOR ETF	459,164	1,013,648
ISHARES IBOXX $ HIGH YEILD CORP BOND ETF	437,951	390,814
ISHARES US & INTL HIGH YIELD CORP BOND ETF	628,810	570,720
NUVEEN S&P 500 BUY WRITE INCOME FUND	164,520	284,666
SELECT SECTOR SPDR FUND SHS BEN CONSUMER DISCRETIONARY	751,143	1,337,392
SELECT SECTOR SPDR TRUST SHS BEN INT ENERGY	125,865	242,328
SELECT SECTOR SPDR TRUST THE COMMUNICATION SERVICES SELECT SECTOR	461,566	938,464
SELECT SECTOR SPDR TRUST THE HEALTH CARE SELECT SECTOR	309,035	373,378
SELECT SECTOR SPDR TRUST THE TECHNOLOGY SELECT SECTOR	1,594,257	4,799,384
SELECT SECTOR SPDR TRUST THE UTILITIES SELECT SECTOR	245,946	299,769
VANGUARD COMMUNICATION SERVICES ETF	171,425	376,417
VANGUARD DIVIDEND APPRECIATION ETF	593,015	1,548,570
VANGUARD GROWTH ETF	599,355	2,799,341
VANGUARD HEALTH CARE ETF	367,379	761,651
VANGUARD INTERMEDIATE TERM CORP BOND ETF	126,896	122,861
VANGUARD LARGE CAP ETF	466,356	1,479,875
VANGUARD MID CAP ETF	1,076,477	2,372,549
VANGUARD SMALL CAP VALUE ETF	768,314	1,440,172
VANGUARD TOTAL STOCK MARKET ETF	983,701	3,026,818
VANGUARD VALUE ETF	777,467	1,658,748
WISDOMTREE US SMALL CAP DIVIDEND ETF	391,348	562,964

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
COMPUTER EXPENESE	1,264	316	948
FILING FEES	750	0	750
INSURANCE	2,600	650	1,950
MEMBERSHIPS	130	0	130
MISCELLANEOUS	1,684	421	1,263
PAYROLL SERVICE FEES	1,685	421	1,264
PROCESSING FEES	3,049	0	3,049
TELEPHONE & INTERNET	2,338	584	1,754
PROGRAM RELATED INVESTMENT-AMOUNT FORGIVEN	540,000	0	0

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

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.)

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