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
4	Dividends and interest from securities...	971,506	962,220
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		1,568,816
b	Gross sales price for all assets on line 6a 3,769,576
7	Capital gain net income (from Part IV, line 2)...		1,568,816
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).......		249	249
12	Total. Add lines 1 through 11........	2,540,571	2,531,285
	13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......		0	0	0
15	Pension plans, employee benefits.......		0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	1,500	0	0	1,500
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	228,867	228,867		0
17	Interest...............				0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	57,338	28,664		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......		0	0
22	Printing and publications..........		0	0
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	902	902
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	288,607	258,433	0	1,500
25	Contributions, gifts, grants paid.......	1,920,400			1,920,400
26	Total expenses and disbursements. Add lines 24 and 25 ................	2,209,007	258,433	0	1,921,900
	27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	331,564
b	Net investment income (if negative, enter -0-)		2,272,852
c	Adjusted net income (if negative, enter -0-)...			0

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	1,568,816
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	31,593
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	31,593
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	31,593
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	26,420
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	5,276
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............	7	31,696
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content	8	103
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
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.

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)
EDMUND HEALY	DIRECTOR 2	0
PO BOX 760 TAOS,NM87571
LAURA HEALY HOFFMAN	DIRECTOR 2	0
PO BOX 60903 POTOMAC,MD20859
E ANDRUS HEALY	DIRECTOR 2	0
PO BOX 1391 PONTE VEDRA BEACH,FL32004

3 Grants and Contributions Paid During the Year or Approved for Future Payment
aPaid during the year
CHESAPEAKE WILDLIFE HERITAGE ATTN MR NED GERBER 1201 PARSON ISLAND RD CHESTER,MD21619	NONE	GENERAL SUPPORT	70,000
POTOMAC CONSERVANCY 962 WAYNE AVE SUITE 540 SILVER SPRING,MD20910	NONE	GENERAL SUPPORT	40,000
DELMARVA NESTING ATTN MIKE RAJACICH DIRECTOR 6480 LOCUST GROVE RD EASTON,MD21601	NONE	GENERAL SUPPORT	10,000
HEROES INC 1200 29TH STREET NW WASHINGTON,DC20007	NONE	GENERAL SUPPORT	20,000
LANDON SCHOOL ATTN PETER GALLO DEVELOPMENT DIRECTOR 6101 WILSON LANE BETHESDA,MD20817	NONE	GENERAL SUPPORT	50,000
DONA ANA COUNTY FAIR ATTN TROY WIEBE PRESIDENT PO BOX 13094 LAS CRUCES,NM88013	NONE	GENERAL SUPPORT	10,000
NEW MEXICO RODEO ASSOCIATION ATTN JUSTIN WILSON PRESIDENT 1490 S MAIN ST BELEN,NM87002	NONE	GENERAL SUPPORT	30,000
ENCHANTMENT LEGACY INC ATTN LINDA RILEY-WARREN PO BOX 697 ESTANCIA,NM870160697	NONE	GENERAL SUPPORT	15,000
EASTERN NEW MEXICO UNIVERSITY ATTN PORFIRIO DELGADO 52 BROADCAST CENTER1500 S AVE PORTALES,NM88130	NONE	GENERAL SUPPORT	15,000
PENASCO VALLEY HIST PRES SOCIETY ATTN JOSE LOPES EXECUTIVE DIRECTOR PO BOX 861 PENASCO,NM87553	NONE	GENERAL SUPPORT	100,000
SAVORY INSTITUTE ATTN JASON KNOLL CEO 885 ARAPAHOE AVE BOULDER,CO80302	NONE	GENERAL SUPPORT	200,000
TAOS COUNTY FAIR BOARD ASSOCIATION ATTN JULIE KAY VIGIL-ROMERO PRESIDENT 202 CHAMISA RD STE B TAOS,NM87571	NONE	GENERAL SUPPORT	24,000
THE JACKSONVILLE JAGUARS FOUNDATION ATTN CHRIS SUTTON 1 EVERBANK FIELD DR JACKSONVILLE,FL322021928	NONE	GENERAL SUPPORT	20,000
VOLUNTEER LIFE SAVING CORP ATTN CODY WRIGHT 904 16TH AVE N JACKSONVILLE BEACH,FL32250	NONE	GENERAL SUPPORT	2,500
KRISTIE HOUSE ATTN NATALIE BROWN 1265 NORTHWEST 12TH AVE MIAMI,FL33136	NONE	GENERAL SUPPORT	10,000
NORTH FLORIDA LAND TRUST ATTN LEE ANDERSON LOUY 843 W MONROE ST JACKSONVILLE,FL32202	NONE	GENERAL SUPPORT	35,000
ST JOHNS RIVERKEEPER ATTN JIMMY ORTH -DIR 2800 UNIVERSITY BLVD NORTH JACKSONVILLE,FL32211	NONE	GENERAL SUPPORT	20,000
SOUTHERN LEGAL COUNSEL ATTN JODI SIEGEL 1229 NW 12TH AVE GAINESVILLE,FL326014113	NONE	GENERAL SUPPORT	2,500
JACKSONVILLE UNIVERSITY ATTN LESLIE REDD 2800 UNIVERSITY BLVD NORTH JACKSONVILLE,FL32211	NONE	GENERAL SUPPORT	80,000
PACE INC ATTN YESSICA CANCE 6745 PHILIPS INDUSTRIAL BLVD JACKSONVILLE,FL32256	NONE	GENERAL SUPPORT	100,000
JACKSONVILLE ZOO AND GARDENS ATTN BRUCE WILLIAMS 370 ZOO PARKWAY JACKSONVILLE,FL32218	NONE	GENERAL SUPPORT	15,000
UNM HONORS COLLEGE ATTN LESLIE A DONOVAN PROFESSOR 1 UNIVERSITY OF NEW MEXICO ALBUQUERQUE,NM87131	NONE	GENERAL SUPPORT	15,000
BAYWATER ANIMAL RESCUE ATTN TOM DIVILLIO PRESIDENT 4830 BUCKTOWN RD CAMBRIDGE,MD21613	NONE	GENERAL SUPPORT	10,000
ECHO HILL OUTDOOR SCHOOL ATTN PETER RICE EXECUTIVE DIRECTOR 13655 BLOOMINGNECK RD WORTON,MD21678	NONE	GENERAL SUPPORT	10,000
ECHO HILL CAMPERSHIP FUND PO BOX 5923 BETHESDA,MD20824	NONE	GENERAL SUPPORT	5,000
TALPA COMMUNITY CENTER ASSOC INC & PUBLIC LIBRARY 4 ARCHULETA ROAD RANCHOS DE TAOS,NM87557	NONE	GENERAL SUPPORT	3,500
WILDERNESS LEADERSHIP AND LEARNING ATTN STEOHEN H ABRAHAM PRESIDENT 1758 PARK ROAD NW WASHINGTON,DC20010	NONE	GENERAL SUPPORT	30,000
10X YOUTH SHOOTING CLUB ATTN TRAVIS BROWN PRESIDENT 1585 TRAILS END ROAD LAS CRUCES,NM88007	NONE	GENERAL SUPPORT	10,000
LOKAHI PACIFIC ATTN SUSIE THIEMAN EXECUTIVE DIRECTOR 1935 MAIN STREET SUITE 204 WAILUKU,HI96793	NONE	GENERAL SUPPORT	15,000
MAUI YOUTH RODEO ORGANIZATION ATTN MAILE J MASADA BOARD OF DIRECTORS PO BOX 390 KULA,HI96790	NONE	GENERAL SUPPORT	15,000
THE TAOS COUNTY SHERIFF S POSSE ATTN MERLINDA JAMES SECRETARY PO BOX 1531 TAOS,NM87571	NONE	GENERAL SUPPORT	20,000
MANZANO DAY SCHOOL ATTN CATHY HUBBARD HEAD OF SCHOOL 1801 CENTRAL AVENUE NW ALBUQUERQUE,NM87104	NONE	GENERAL SUPPORT	25,000
BEACHES SEA TURTLE PATROL ATTN JENNIFER BURNS - PRESIDENT PO BOX 50723 JACKSONVILLE BEACH,FL32240	NONE	GENERAL SUPPORT	20,000
NMSU TAOS COUNTY 4-H ATTN MONICA GONZALES-WILDER 202 CHAMISA ROAD STE B TAOS,NM87571	NONE	GENERAL SUPPORT	20,000
NEIGHBORHOOD SERVICE CENTER ATTN MARILYN M NEAL DIRECTOR 126 PORT STREET EASTON,MD21601	NONE	GENERAL SUPPORT	25,000
SOUTHERN NM STATE FAIR & RODEO ATTN TRAVIS BROWN EXECUTIVE DIRECTOR PO BOX 1145 LAS CRUCES,NM88004	NONE	GENERAL SUPPORT	21,000
FESTIVALS OF ALOHA INC ATTN DARYL FUJIWARA PRESIDENT 125 PONIU CIRCLE WAILUKU,HI96793	NONE	GENERAL SUPPORT	20,000
UNF FOUNDATION ATTN TERESA NICHOLS 1 UNF DRIVE JACKSONVILLE,FL32224	NONE	GENERAL SUPPORT	25,000
TAOS FEEDS TAOS INC ATTN FRANCIS CORDOVA PO BOX 234 TAOS,NM87571	NONE	GENERAL SUPPORT	10,000
NEW MEXICO SOUTHWEST JUNIOR RODEO ASSN ATTN WES MCCONNEL 202 UTAH STREET BLOOMFIELD,NM87413	NONE	GENERAL SUPPORT	10,000
SOS SINK OR SWIM PO BOX 381 ST MICHAELS,MD21663	NONE	GENERAL SUPPORT	5,000
FILM INDEPENDENT INC ATTN BRENDA ROBINSON BOARD CHAIR 5670 WILSHIRE BLVD 9TH FLOOR LOS ANGELES,CA90036	NONE	GENERAL SUPPORT	50,000
NEW MEXICO DESALINATION ASSOCIATION 6031 REDONDO SIERRA VISTA NE RIO RANCHO,NM87144	NONE	GENERAL SUPPORT	150,000
TAOS COUNTY SENIOR OLYMPICS ATTN RUFINA B MARTINEZ TREASURER PO BOX 217 RANCHOS DE TAOS,NM87557	NONE	GENERAL SUPPORT	3,500
TAOS COUNTY ECONOMIC DEVELOPEMNT CORPORATION PO BOX 1389 TAOS,NM87581	NONE	GENERAL SUPPORT	8,000
NEW MEXICO BIOPARK SOCIETY 903 TENTH STREET SW ALBUQUERQUE,NM87102	NONE	GENERAL SUPPORT	55,800
PICKERING CREEK AUDUBON CENTER 11450 AUDUBON LANE EASTON,MD21601	NONE	GENERAL SUPPORT	25,000
GROW SOME GOOD ATTN SCOTT LACASSE EXECUTIVE DIRECTOR PO BOX 1902 WAILUKU,HI96793	NONE	GENERAL SUPPORT	10,000
NEW MEXICO JUNIOR RODEO ASSOCIATION PO BOX 504 ESTANCIA,NM87016	NONE	GENERAL SUPPORT	20,000
SPAY TAOS ATTN DONNA KARR EXECUTIVE DIRECTOR PO BOX 12 ARROYO SECO,NM87514	NONE	GENERAL SUPPORT	7,500
VFW POST 5220 W WARREN AVENUE DENVER,CO80227	NONE	GENERAL SUPPORT	25,000
TALBOT COUNTY WOMEN'S CLUB PO BOX 1632 EASTON,MD21601	NONE	GENERAL SUPPORT	20,000
NEW MEXICO DEPT OF AGRICULTURE NMSU FOUNDATION MSC 3189 BOX 30005 LAS CRUCES,NM88003	NONE	GENERAL SUPPORT	12,500
FRACTURED ATLAS INC PO BOX 55 HARTSDALE,NY10530	NONE	GENERAL SUPPORT	92,600
TEACH FOR AMERICA INC PO BOX 748590 ATLANTA,GA30374	NONE	GENERAL SUPPORT	20,000
CHESAPEAKE BAY MARITIME MUSEUM 213 NORTH TALBOT STREET ST MICHAELS,MD21663	NONE	GENERAL SUPPORT	30,000
NEW MEXICO BUREAU OF GEOLOGY & MINERAL RESOURCES 801 LEROY PLACE SOCORRO,NM87801	NONE	GENERAL SUPPORT	150,000
ANDERSON ABRUZZO INTERNATIONAL BALLOON MUSEUM FOUNDATION 9201 BALLOON MUSEUM DRIVE NE ALBUQUERQUE,NM87113	NONE	GENERAL SUPPORT	57,000
Total ................................. 3a	1,920,400

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC	1,500			1,500

- TIN:

TY 2025 InvestmentsCorpStockSchedule

Name:

HEALY FOUNDATION NM MD & FL 058704-000

EIN:

03-0466977

Name of Stock	End of Year Book Value	End of Year Fair Market Value
00171A852 AMG RIVER RD SM-CAP	1,056,597	1,182,156
00724F101 ADOBE INC	149,434	186,545
03076C106 AMERIPRISE FINANCIAL	80,369	269,197
09260D107 BLACKSTONE INC	144,311	188,205
117043109 BRUNSWICK CORP COM	36,168	34,893
127097103 COTERRA ENERGY INC	119,755	175,554
133131102 CAMDEN PROPERTY TRUS	18,490	18,604
14040H105 CAPITAL ONE FINANCIA	100,644	390,927
191216100 COCA COLA CO COM	144,336	204,137
199908104 COMFORT SYSTEMS USA	4,280	32,665
21036P108 CONSTELLATION BRANDS	135,663	77,534
22052L104 CORTEVA INC	125,117	299,959
222795502 COUSINS PROPERTIES I	23,526	25,677
224408104 CRANE HOLDINGS CO	18,582	36,333
229899109 CULLEN FROST BANKERS	143,543	169,304
235851102 DANAHER CORP COM	102,077	200,076
27579R104 EAST WEST BANCORP IN	39,350	61,365
277276101 EASTGROUP PROPERTIES	23,813	26,721
278865100 ECOLAB INC COM	197,624	235,480
29472R108 EQUITY LIFESTYLE PRO	131,456	126,554
30190A104 F&G ANNUITIES & LIFE	1,399	1,373
313148306 FEDERAL AGRIC MTG CO	23,285	33,358
31620R303 FNF GROUP	30,620	40,506
35086T109 FOUR CORNERS PROPERT	21,391	18,194
369550108 GENERAL DYNAMICS COR	127,694	262,931
403949100 HF SINCLAIR CORP	18,477	15,114
407497106 HAMILTON LANE INC CL	41,694	57,619
443510607 HUBBELL INC	23,046	40,858
446413106 HUNTINGTON INGALLS I	12,395	19,044
451107106 IDACORP INC	21,360	26,198
457187102 INGREDION INC	30,673	35,945
45775L408 T ROWE PRICE LG-CAP	2,023,340	4,190,843
464287309 ISHARES S&P 500 GROW	697,545	3,451,280
464287408 ISHARES S&P 500 VALU	2,732,577	4,707,954
464287507 ISHARES CORE S&P MID	240,013	615,450
46432F388 ISHARES MSCI USA VAL	912,552	1,310,694
46432F842 ISHARES CORE MSCI EA	3,056,434	4,296,853
46434G103 ISHARES CORE MSCI EM	1,530,689	2,129,530
50189K103 LCI INDUSTRIES	26,113	29,486
525327102 LEIDOS HOLDINGS, INC	26,001	47,084
526057104 LENNAR CORP CL A	101,354	201,488
533900106 LINCOLN ELECTRIC HLD	21,565	34,987
537008104 LITTLEFUSE INC COM	28,629	29,845
548661107 LOWES COMPANIES INC	231,310	255,630
55306N104 MKS INC	30,460	59,765
553498106 MSA SAFETY INC	26,494	30,427
573284106 MARTIN MARIETTA MATE	97,721	287,669
57636Q104 MASTERCARD INC CL A	93,885	150,141
58933Y105 MERCK & CO INC	171,760	180,100
594918104 MICROSOFT CORP	246,002	636,444
595017104 MICROCHIP TECHNOLOGY	101,985	165,162
606822104 MITSUBISHI UFJ FINAN	67,841	228,067
654106103 NIKE INC CL B	29,730	26,503
65473P105 NISOURCE INC	21,638	34,452
655663102 NORDSON CORPORATION	28,580	29,332
688239201 OSHKOSH CORPORATION	127,512	137,188
693475105 PNC FINANCIAL SERVIC	124,270	230,647
695156109 PACKAGING CORP OF AM	30,190	44,546
701094104 PARKER HANNIFIN CORP	82,066	459,696
742718109 PROCTER & GAMBLE CO	155,242	161,797
747525103 QUALCOMM INC COM	115,893	256,404
74834L100 QUEST DIAGNOSTICS IN	34,207	42,168
749685103 RPM INTERNATIONAL IN	158,590	205,400
754730109 RAYMOND JAMES FINANC	30,973	40,308
81768T108 SERVISFIRST BANCSHAR	37,082	36,469
833034101 SNAP ON INC COMMON	25,530	37,217
835699307 SONY GROUP CORPORATI	123,630	320,384
872540109 TJX COMPANIES COM	58,809	115,976
87612G101 TARGA RESOURCES CORP	12,823	32,288
879360105 TELEDYNE TECHNOLOGIE	167,272	193,567
88146M101 TERRENO REALTY CORP	20,204	20,314
887389104 TIMKEN CO COM	28,696	31,885
902973304 U S BANCORP DEL COM	146,655	245,243
921939708 VANGUARD COMMODITY S	421,536	373,820
921943858 VANGUARD FTSE DEVELO	2,478,681	4,308,743
922042858 VANGUARD FTSE EMERGI	263,223	397,824
922908553 VANGUARD REAL ESTATE	254,879	415,903
922908751 VANGUARD SMALL-CAP E	210,674	1,057,595
92338C103 VERALTO CORPORATION	13,459	29,036
969904101 WILLIAM SONOMA INC C	15,743	41,433
98389B100 XCEL ENERGY INC COM	175,376	185,167
G02602103 AMDOCS LIMITED	39,103	37,518
G0585R106 ASSURED GUARANTY LTD	24,279	36,218
G5960L103 MEDTRONIC PLC	138,063	143,802
G6700G107 NVENT ELECTRIC PLC	20,904	54,350
G8473T100 STERIS PLC	36,726	50,958
H01301128 ALCON INC	131,006	188,986
194162103 COLGATE PALMOLIVE CO	41,781	32,872
12541W209 CH ROBINSON WORLDWID	22,271	22,667
031652100 AMKOR TECHNOLOGY INC	33,013	35,532
384109104 GRACO INC COM	53,422	55,658
68902V107 OTIS WORLDWIDE CORP	55,002	51,449
55354G100 MSCI INC - CL A	55,746	61,389
02079K305 ALPHABET INC CL A	171,825	337,101
14064D774 FT BHVRL SM CAP GRW-	530,000	659,488
101121101 BXP INC REIT	19,825	21,324
008492100 AGREE REALTY	32,362	33,926
031162100 AMGEN INC COM	123,694	235,663
165167735 EXPAND ENERGY CORPOR	10,302	10,595
629377508 NRG ENERGY INC	12,867	25,956
681919106 OMNICOM GROUP INC CO	18,993	15,908
92343V104 VERIZON COMMUNICATIO	178,782	171,229
217204106 COPART INC	64,276	47,254
14448C104 CARRIER GLOBAL CORP	61,595	51,466
20603L102 CONCENTRA GROUP HOLD	22,885	25,702
023135106 AMAZON.COM INC	36,267	33,469
032654105 ANALOG DEVICES INC	59,409	80,818
026874784 AMERICAN INTERNATION	205,926	231,242
871607107 SYNOPSYS INC COM	239,511	210,435
90353T100 UBER TECHNOLOGIES IN	161,671	154,759
005098108 ACUSHNET HOLDINGS CO	22,081	36,637
23345M107 DT MIDSTREAM INC	12,797	14,601
478160104 JOHNSON & JOHNSON	66,724	85,470
758849103 REGENCY CENTERS CORP	15,427	17,050
29670E107 ESSENTIAL PROPERTIES	22,030	26,842
02079K107 ALPHABET INC CL C	194,186	389,112
009158106 AIR PRODUCTS & CHEMI	213,702	170,197
690742101 OWENS CORNING INC	21,905	12,982
F92124100 TOTALENERGIES SE ACT	179,497	179,251
559663109 MAGNOLIA OIL & GAS C	13,859	14,535
448579102 HYATT HOTELS CORP-	30,260	34,469
018802108 ALLIANT ENERGY CORP	20,116	24,444
001084102 AGCO CORP	33,400	31,505
253393102 DICKS SPORTING GOODS	27,113	25,736
824348106 SHERWIN WILLIAMS CO	86,285	81,980
615369105 MOODYS CORP	154,201	177,776
949746101 WELLS FARGO & CO	195,446	222,468
71424F105 PERMIAN RESOURCES CO	24,354	23,837
303075105 FACTSET RESEARCH SYS	46,240	33,372
12572Q105 CME GROUP INC	67,405	93,120
759509102 RELIANCE INC	34,355	33,798
053611109 AVERY DENNISON CORP	31,205	30,738
65336K103 NEXSTAR MEDIA GROUP	18,036	23,351
G54950103 LINDE PLC	84,015	81,014
817565104 SERVICE CORP INTERNA	17,742	17,933
09073M104 BIO-TECHNE CORP	17,249	16,820
713448108 PEPSICO INC COM	80,540	66,450
030420103 AMERICAN WATER WORKS	168,043	165,996
501889208 LKQ CORPORATION	28,115	20,234
97650W108 WINTRUST FINANCIAL C	35,602	51,454
592688105 METTLER TOLEDO INTER	63,322	65,527
43300A203 HILTON WORLDWIDE HOL	39,758	56,876
68389X105 ORACLE CORPORATION C	75,246	115,387
513847103 THE MARZETTI COMPANY	23,857	22,526
049560105 ATMOS ENERGY CORP	207,641	282,121
29452E101 EQUITABLE HOLDINGS I	32,752	39,835
25754A201 DOMINO'S PIZZA INC	23,667	21,258
958102105 WESTERN DIGITAL CORP	4,190	12,576
87162W100 TD SYNNEX CORPORATIO	9,431	10,065
91324P102 UNITEDHEALTH GROUP I	82,551	47,866
053332102 AUTOZONE INC COM	147,360	159,401

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	768,295	1,097,888	1,097,888
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	26,297,883	List of Attached Documents: // Content 26,277,813	43,197,574
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	27,066,178	27,375,701	44,295,462
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	27,066,178	27,375,701
	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).....	27,066,178	27,375,701
	30	Total liabilities and net assets/fund balances (see instructions).	27,066,178	27,375,701

(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	85. ACUSHNET HOLDINGS CORP		2022-11-15	2025-02-18
b	74. ACUSHNET HOLDINGS CORP		2022-11-15	2025-05-12
c	92. ACUSHNET HOLDINGS CORP		2022-11-15	2025-07-28
d	118. ADOBE SYSTEMS INCORPORATED		2024-08-05	2025-11-04
e	114. AGREE REALTY		2022-11-15	2025-06-26
	87. AIR LEASE CORP		2024-07-18	2025-09-03
	122. AIR LEASE CORP			2025-10-07
	106. ALLIANT ENERGY CORP		2022-11-15	2025-06-26
	24. ALPHABET INC CL A		2024-08-05	2025-11-11
	132. AMERIPRISE FINANCIAL INC			2025-06-06
	775. ANSYS INC		2019-05-28	2025-07-18
	190. BECTON DICKINSON & COMPANY		2024-08-05	2025-05-13
	1500. BERKSHIRE HATHAWAY INC DEL CL B		2020-04-14	2025-05-20
	47. CAMDEN PROPERTY TRUST (REIT)		2022-11-15	2025-06-26
	14. COMFORT SYSTEMS USA INCORPORATED		2022-11-15	2025-03-24
	8. COMFORT SYSTEMS USA INCORPORATED		2022-11-15	2025-08-01
	8. COMFORT SYSTEMS USA INCORPORATED		2022-11-15	2025-10-28
	988. COMMERCE BANCSHARES INC		2019-10-17	2025-12-02
	682. COMMERCE BANCSHARES INC		2019-10-17	2025-12-08
	243. COMMERCE BANCSHARES INC			2025-12-10
	95. COMMERCE BANCSHARES INC		2025-12-02	2025-12-17
	.65 COMMERCE BANCSHARES INC		2025-12-02	2025-12-30
	102. CONMED CORP COM		2022-11-15	2025-04-30
	172. CONMED CORP COM		2022-11-15	2025-06-16
	40. DIAMONDBACK ENERGY INC			2025-03-27
	77. DONALDSON INC COM		2022-11-15	2025-02-07
	75. DONALDSON INC COM		2022-11-15	2025-12-10
	139. DONALDSON INC COM		2022-11-15	2025-12-16
	56. EAST WEST BANCORP INC		2022-11-15	2025-06-18
	305. ENERGIZER HOLDINGS INC		2022-11-15	2025-05-12
	103. EQUITABLE HOLDINGS INC		2024-06-11	2025-07-28
	62. F&G ANNUITIES & LIFE INC		2022-12-01	2025-07-28
	157. HF SINCLAIR CORP		2022-11-15	2025-09-16
	481. HONEYWELL INTL INC COM			2025-03-28
	433. HONEYWELL INTL INC COM		2021-07-27	2025-03-31
	807. HUNTSMAN CORPORATION			2025-04-23
	36. HYATT HOTELS CORP- CL A		2024-04-12	2025-11-21
	1925. ISHARES MSCI USA VALUE FACTOR		2022-11-10	2025-07-29
	241. JEFFERIES FINANCIAL GROUP INC			2025-10-14
	149. JEFFERIES FINANCIAL GROUP INC			2025-10-16
	263. JEFFERIES FINANCIAL GROUP INC			2025-10-21
	18. KINSALE CAPITAL GROUP INC		2022-11-15	2025-02-21
	59. LCI INDUSTRIES			2025-05-16
	1315. MICHELIN (CGDE)-UNSPONSORED ADR		2021-03-17	2025-03-03
	1291. MICHELIN (CGDE)-UNSPONSORED ADR		2021-03-17	2025-03-04
	4121. MICHELIN (CGDE)-UNSPONSORED ADR		2021-03-17	2025-03-05
	95. MICHELIN (CGDE)-UNSPONSORED ADR		2021-03-17	2025-03-06
	2898. MICHELIN (CGDE)-UNSPONSORED ADR		2021-03-17	2025-03-07
	980. MILLROSE PPTYS INC CL A REIT		2025-02-07	2025-02-20
	160. NISOURCE INC		2022-11-15	2025-05-01
	.112 OMNICON GROUP		2022-11-15	2025-12-05
	134. PARKER - HANNIFIN CORP.		2019-05-28	2025-02-20
	545. PERMIAN RESOURCES CORP CL A		2024-08-07	2025-10-09
	413. SELECT MEDICAL HOLDINGS CORP		2025-04-07	2025-10-09
	972. SELECT MEDICAL HOLDINGS CORP			2025-10-09
	16. SNAP ON INC COM		2022-11-15	2025-02-04
	2503. SONY FINANCIAL GROUP INC SPONS ADR		2025-10-06	2025-12-30
	.4225 SYNOPSYS INC COM		2025-07-18	2025-07-30
	64. TJX COMPANIES INCORPORATED		2023-02-23	2025-05-16
	37. TARGA RESOURCES CORP			2025-06-18
	33. TARGA RESOURCES CORP		2022-11-15	2025-08-11
	35. TARGA RESOURCES CORP		2022-11-15	2025-09-16
	74. UNITEDHEALTH GROUP INC		2024-08-05	2025-05-16
	4300. VANGUARD FTSE DEVELOPED MARKET ETF			2025-08-07
	3300. VANGUARD REAL ESTATE ETF			2025-07-29
	1971. VERIZON COMMUNICATIONS		2024-09-23	2025-10-09
	31. WD 40 CO COM			2025-02-21
	27. WILLIAM SONOMA INC COM		2023-02-02	2025-01-24
	42. WILLIAM SONOMA INC COM			2025-02-04
	47. WILLIAM SONOMA INC COM			2025-10-16
	662. XYLEM INC-W/I		2020-03-04	2025-05-05
	505. XYLEM INC-W/I		2020-03-04	2025-05-06
	503. XYLEM INC-W/I		2020-03-04	2025-05-07
	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		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	5,594	4,089	1,505
b	5,244	3,560	1,684
c	7,508	4,426	3,082
d	39,368	59,698	-20,330
e	8,329	7,932	397
	5,550	4,263	1,287
	7,769	5,956	1,813
	6,360	5,720	640
	6,958	3,829	3,129
	68,126	38,858	29,268
	306,793	142,317	164,476
	33,308	44,927	-11,619
	762,555	289,765	472,790
	5,334	5,368	-34
	5,233	1,712	3,521
	5,534	978	4,556
	7,848	978	6,870
	50,646	45,814	4,832
	35,685	31,625	4,060
	12,784	11,268	1,516
	5,037		5,037
	34		34
	4,963	9,318	-4,355
	9,221	15,713	-6,492
	6,456	5,244	1,212
	5,415	4,642	773
	6,802	4,521	2,281
	12,767	8,380	4,387
	5,236	4,092	1,144
	7,023	9,697	-2,674
	5,402	4,149	1,253
	1,977	1,089	888
	8,250	10,127	-1,877
	101,404	110,589	-9,185
	91,134	99,069	-7,935
	10,516	23,381	-12,865
	5,535	5,590	-55
	222,111	183,253	38,858
	12,988	10,000	2,988
	7,695	5,710	1,985
	14,429	9,434	4,995
	7,683	5,239	2,444
	5,375	6,939	-1,564
	23,199	24,677	-1,478
	22,453	24,226	-1,773
	74,508	77,332	-2,824
	1,757	1,783	-26
	53,674	54,382	-708
	22,858	24,186	-1,328
	6,288	4,196	2,092
	8	11	-3
	92,369	21,027	71,342
	7,005	7,684	-679
	5,708	6,521	-813
	13,434	13,209	225
	5,677	3,782	1,895
	13,022	2,728	10,294
	269	244	25
	8,560	4,985	3,575
	6,235	2,978	3,257
	5,455	2,418	3,037
	5,702	2,565	3,137
	20,564	42,129	-21,565
	247,798	176,755	71,043
	298,770	214,265	84,505
	80,504	87,619	-7,115
	7,127	5,298	1,829
	5,745	1,913	3,832
	8,765	2,909	5,856
	8,877	4,883	3,994
	81,510	54,227	27,283
	61,001	41,366	19,635
	61,196	41,203	19,993
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559
			575,559

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			1,505
b			1,684
c			3,082
d			-20,330
e			397
			1,287
			1,813
			640
			3,129
			29,268
			164,476
			-11,619
			472,790
			-34
			3,521
			4,556
			6,870
			4,832
			4,060
			1,516
			5,037
			34
			-4,355
			-6,492
			1,212
			773
			2,281
			4,387
			1,144
			-2,674
			1,253
			888
			-1,877
			-9,185
			-7,935
			-12,865
			-55
			38,858
			2,988
			1,985
			4,995
			2,444
			-1,564
			-1,478
			-1,773
			-2,824
			-26
			-708
			-1,328
			2,092
			-3
			71,342
			-679
			-813
			225
			1,895
			10,294
			25
			3,575
			3,257
			3,037
			3,137
			-21,565
			71,043
			84,505
			-7,115
			1,829
			3,832
			5,856
			3,994
			27,283
			19,635
			19,993

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
WILMINGTON TRUST COMPANY	INVESTMENT MGMT	176,381
PO BOX 70 WILMINGTON,DE19899	INVESTMENT MGMT	176,381


(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

		(a) Corpus	(b) Years prior to 2024	(c) 2024	(d) 2025
1 Distributable amount for 2025 from Part X, line 7					2,020,313
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......				1,920,221
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2025:
a From 2020......	0
b From 2021......	0
c From 2022......	0
d From 2023......	0
e From 2024......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,921,900
a Applied to 2024, but not more than line 2a				1,920,221
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.....					1,679
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2025.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2024. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2025. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2026 ..........					2,018,634
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2020 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2026. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2021 ....	0
b Excess from 2022 ....	0
c Excess from 2023 ....	0
d Excess from 2024 ....	0
e Excess from 2025 ....	0

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

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
CHESAPEAKE WILDLIFE HERITAGE ATTN MR NED GERBER 1201 PARSON ISLAND RD CHESTER,MD21619	NONE		GENERAL SUPPORT	70,000
POTOMAC CONSERVANCY 962 WAYNE AVE SUITE 540 SILVER SPRING,MD20910	NONE		GENERAL SUPPORT	40,000
DELMARVA NESTING ATTN MIKE RAJACICH DIRECTOR 6480 LOCUST GROVE RD EASTON,MD21601	NONE		GENERAL SUPPORT	10,000
HEROES INC 1200 29TH STREET NW WASHINGTON,DC20007	NONE		GENERAL SUPPORT	20,000
LANDON SCHOOL ATTN PETER GALLO DEVELOPMENT DIRECTOR 6101 WILSON LANE BETHESDA,MD20817	NONE		GENERAL SUPPORT	50,000
DONA ANA COUNTY FAIR ATTN TROY WIEBE PRESIDENT PO BOX 13094 LAS CRUCES,NM88013	NONE		GENERAL SUPPORT	10,000
NEW MEXICO RODEO ASSOCIATION ATTN JUSTIN WILSON PRESIDENT 1490 S MAIN ST BELEN,NM87002	NONE		GENERAL SUPPORT	30,000
ENCHANTMENT LEGACY INC ATTN LINDA RILEY-WARREN PO BOX 697 ESTANCIA,NM870160697	NONE		GENERAL SUPPORT	15,000
EASTERN NEW MEXICO UNIVERSITY ATTN PORFIRIO DELGADO 52 BROADCAST CENTER1500 S AVE PORTALES,NM88130	NONE		GENERAL SUPPORT	15,000
PENASCO VALLEY HIST PRES SOCIETY ATTN JOSE LOPES EXECUTIVE DIRECTOR PO BOX 861 PENASCO,NM87553	NONE		GENERAL SUPPORT	100,000
SAVORY INSTITUTE ATTN JASON KNOLL CEO 885 ARAPAHOE AVE BOULDER,CO80302	NONE		GENERAL SUPPORT	200,000
TAOS COUNTY FAIR BOARD ASSOCIATION ATTN JULIE KAY VIGIL-ROMERO PRESIDENT 202 CHAMISA RD STE B TAOS,NM87571	NONE		GENERAL SUPPORT	24,000
THE JACKSONVILLE JAGUARS FOUNDATION ATTN CHRIS SUTTON 1 EVERBANK FIELD DR JACKSONVILLE,FL322021928	NONE		GENERAL SUPPORT	20,000
VOLUNTEER LIFE SAVING CORP ATTN CODY WRIGHT 904 16TH AVE N JACKSONVILLE BEACH,FL32250	NONE		GENERAL SUPPORT	2,500
KRISTIE HOUSE ATTN NATALIE BROWN 1265 NORTHWEST 12TH AVE MIAMI,FL33136	NONE		GENERAL SUPPORT	10,000
NORTH FLORIDA LAND TRUST ATTN LEE ANDERSON LOUY 843 W MONROE ST JACKSONVILLE,FL32202	NONE		GENERAL SUPPORT	35,000
ST JOHNS RIVERKEEPER ATTN JIMMY ORTH -DIR 2800 UNIVERSITY BLVD NORTH JACKSONVILLE,FL32211	NONE		GENERAL SUPPORT	20,000
SOUTHERN LEGAL COUNSEL ATTN JODI SIEGEL 1229 NW 12TH AVE GAINESVILLE,FL326014113	NONE		GENERAL SUPPORT	2,500
JACKSONVILLE UNIVERSITY ATTN LESLIE REDD 2800 UNIVERSITY BLVD NORTH JACKSONVILLE,FL32211	NONE		GENERAL SUPPORT	80,000
PACE INC ATTN YESSICA CANCE 6745 PHILIPS INDUSTRIAL BLVD JACKSONVILLE,FL32256	NONE		GENERAL SUPPORT	100,000
JACKSONVILLE ZOO AND GARDENS ATTN BRUCE WILLIAMS 370 ZOO PARKWAY JACKSONVILLE,FL32218	NONE		GENERAL SUPPORT	15,000
UNM HONORS COLLEGE ATTN LESLIE A DONOVAN PROFESSOR 1 UNIVERSITY OF NEW MEXICO ALBUQUERQUE,NM87131	NONE		GENERAL SUPPORT	15,000
BAYWATER ANIMAL RESCUE ATTN TOM DIVILLIO PRESIDENT 4830 BUCKTOWN RD CAMBRIDGE,MD21613	NONE		GENERAL SUPPORT	10,000
ECHO HILL OUTDOOR SCHOOL ATTN PETER RICE EXECUTIVE DIRECTOR 13655 BLOOMINGNECK RD WORTON,MD21678	NONE		GENERAL SUPPORT	10,000
ECHO HILL CAMPERSHIP FUND PO BOX 5923 BETHESDA,MD20824	NONE		GENERAL SUPPORT	5,000
TALPA COMMUNITY CENTER ASSOC INC & PUBLIC LIBRARY 4 ARCHULETA ROAD RANCHOS DE TAOS,NM87557	NONE		GENERAL SUPPORT	3,500
WILDERNESS LEADERSHIP AND LEARNING ATTN STEOHEN H ABRAHAM PRESIDENT 1758 PARK ROAD NW WASHINGTON,DC20010	NONE		GENERAL SUPPORT	30,000
10X YOUTH SHOOTING CLUB ATTN TRAVIS BROWN PRESIDENT 1585 TRAILS END ROAD LAS CRUCES,NM88007	NONE		GENERAL SUPPORT	10,000
LOKAHI PACIFIC ATTN SUSIE THIEMAN EXECUTIVE DIRECTOR 1935 MAIN STREET SUITE 204 WAILUKU,HI96793	NONE		GENERAL SUPPORT	15,000
MAUI YOUTH RODEO ORGANIZATION ATTN MAILE J MASADA BOARD OF DIRECTORS PO BOX 390 KULA,HI96790	NONE		GENERAL SUPPORT	15,000
THE TAOS COUNTY SHERIFF S POSSE ATTN MERLINDA JAMES SECRETARY PO BOX 1531 TAOS,NM87571	NONE		GENERAL SUPPORT	20,000
MANZANO DAY SCHOOL ATTN CATHY HUBBARD HEAD OF SCHOOL 1801 CENTRAL AVENUE NW ALBUQUERQUE,NM87104	NONE		GENERAL SUPPORT	25,000
BEACHES SEA TURTLE PATROL ATTN JENNIFER BURNS - PRESIDENT PO BOX 50723 JACKSONVILLE BEACH,FL32240	NONE		GENERAL SUPPORT	20,000
NMSU TAOS COUNTY 4-H ATTN MONICA GONZALES-WILDER 202 CHAMISA ROAD STE B TAOS,NM87571	NONE		GENERAL SUPPORT	20,000
NEIGHBORHOOD SERVICE CENTER ATTN MARILYN M NEAL DIRECTOR 126 PORT STREET EASTON,MD21601	NONE		GENERAL SUPPORT	25,000
SOUTHERN NM STATE FAIR & RODEO ATTN TRAVIS BROWN EXECUTIVE DIRECTOR PO BOX 1145 LAS CRUCES,NM88004	NONE		GENERAL SUPPORT	21,000
FESTIVALS OF ALOHA INC ATTN DARYL FUJIWARA PRESIDENT 125 PONIU CIRCLE WAILUKU,HI96793	NONE		GENERAL SUPPORT	20,000
UNF FOUNDATION ATTN TERESA NICHOLS 1 UNF DRIVE JACKSONVILLE,FL32224	NONE		GENERAL SUPPORT	25,000
TAOS FEEDS TAOS INC ATTN FRANCIS CORDOVA PO BOX 234 TAOS,NM87571	NONE		GENERAL SUPPORT	10,000
NEW MEXICO SOUTHWEST JUNIOR RODEO ASSN ATTN WES MCCONNEL 202 UTAH STREET BLOOMFIELD,NM87413	NONE		GENERAL SUPPORT	10,000
SOS SINK OR SWIM PO BOX 381 ST MICHAELS,MD21663	NONE		GENERAL SUPPORT	5,000
FILM INDEPENDENT INC ATTN BRENDA ROBINSON BOARD CHAIR 5670 WILSHIRE BLVD 9TH FLOOR LOS ANGELES,CA90036	NONE		GENERAL SUPPORT	50,000
NEW MEXICO DESALINATION ASSOCIATION 6031 REDONDO SIERRA VISTA NE RIO RANCHO,NM87144	NONE		GENERAL SUPPORT	150,000
TAOS COUNTY SENIOR OLYMPICS ATTN RUFINA B MARTINEZ TREASURER PO BOX 217 RANCHOS DE TAOS,NM87557	NONE		GENERAL SUPPORT	3,500
TAOS COUNTY ECONOMIC DEVELOPEMNT CORPORATION PO BOX 1389 TAOS,NM87581	NONE		GENERAL SUPPORT	8,000
NEW MEXICO BIOPARK SOCIETY 903 TENTH STREET SW ALBUQUERQUE,NM87102	NONE		GENERAL SUPPORT	55,800
PICKERING CREEK AUDUBON CENTER 11450 AUDUBON LANE EASTON,MD21601	NONE		GENERAL SUPPORT	25,000
GROW SOME GOOD ATTN SCOTT LACASSE EXECUTIVE DIRECTOR PO BOX 1902 WAILUKU,HI96793	NONE		GENERAL SUPPORT	10,000
NEW MEXICO JUNIOR RODEO ASSOCIATION PO BOX 504 ESTANCIA,NM87016	NONE		GENERAL SUPPORT	20,000
SPAY TAOS ATTN DONNA KARR EXECUTIVE DIRECTOR PO BOX 12 ARROYO SECO,NM87514	NONE		GENERAL SUPPORT	7,500
VFW POST 5220 W WARREN AVENUE DENVER,CO80227	NONE		GENERAL SUPPORT	25,000
TALBOT COUNTY WOMEN'S CLUB PO BOX 1632 EASTON,MD21601	NONE		GENERAL SUPPORT	20,000
NEW MEXICO DEPT OF AGRICULTURE NMSU FOUNDATION MSC 3189 BOX 30005 LAS CRUCES,NM88003	NONE		GENERAL SUPPORT	12,500
FRACTURED ATLAS INC PO BOX 55 HARTSDALE,NY10530	NONE		GENERAL SUPPORT	92,600
TEACH FOR AMERICA INC PO BOX 748590 ATLANTA,GA30374	NONE		GENERAL SUPPORT	20,000
CHESAPEAKE BAY MARITIME MUSEUM 213 NORTH TALBOT STREET ST MICHAELS,MD21663	NONE		GENERAL SUPPORT	30,000
NEW MEXICO BUREAU OF GEOLOGY & MINERAL RESOURCES 801 LEROY PLACE SOCORRO,NM87801	NONE		GENERAL SUPPORT	150,000
ANDERSON ABRUZZO INTERNATIONAL BALLOON MUSEUM FOUNDATION 9201 BALLOON MUSEUM DRIVE NE ALBUQUERQUE,NM87113	NONE		GENERAL SUPPORT	57,000
Total ................................. 3a				1,920,400

bApproved for future payment

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

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	971,506
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	1,568,816
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aOTHER REVENUE			14	249
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				2,540,571

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.

Description	Amount
2025 TRANSACTION POSTED IN 2026	5,537
COST BASIS ADJUSTMENT	20,462

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
WILMINGTON INVESTMENT MANAGEME	176,381	176,381
OTHER PROFESSIONAL FEES	52,486	52,486

Category	Amount	Net Investment Income
FOREIGN TAXES	4,162	4,162
FEDERAL TAX PAYMENT - PRIOR YE	2,254	0
ESTIMATED TAX PAYMENTS	26,420	0
FOREIGN TAXES ON QUALIFIED FOR	18,235	18,235
FOREIGN TAXES ON NONQUALIFIED	6,267	6,267

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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