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 02 - 01 2025, and ending 01 - 31, 20 26
Name of foundation
THE SARA HORRELL EDELSTEIN & JOSEPH JUDSON &
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 803878
  Room/suite
City or town
CHICAGO
State or province
IL
Country  
ZIP or foreign postal code
60680
A Employer identification number

36-7280667
B Telephone number (see instructions)

3126306000
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)$3,750,658J 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... 110,290 110,290  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 553,696
b Gross sales price for all assets on line 6a 960,087
7 Capital gain net income (from Part IV, line 2)... 553,696
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
21 21  
12 Total. Add lines 1 through 11........ 664,007 664,007  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 43,286 16,175   27,111
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
900 450 0 450
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
7,602 1,732   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
15     15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 51,803 18,357 0 27,576
25 Contributions, gifts, grants paid....... 264,229 264,229
26 Total expenses and disbursements. Add lines 24 and 25 ................ 316,032 18,357 0 291,805
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 347,975
b Net investment income (if negative, enter -0-) 645,650
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets 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......... 85,711 158,809 158,809
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)....... 1,172,114 Click to see attachment
List of Attached Documents:
// Content
1,403,808 		2,387,919
c Investments—corporate bonds (attach schedule)....... 1,127,669 Click to see attachment
List of Attached Documents:
// Content
1,170,893 		1,143,017
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 ) Click to see attachment
List of Attached Documents:
// Content
60,664 		Click to see attachment
List of Attached Documents:
// Content
60,664 		Click to see attachment
List of Attached Documents:
// Content
60,913
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,446,158 2,794,174 3,750,658
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 )    
23 Total liabilities (add lines 17 through 22).........   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........ 2,446,158 2,794,174
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)..... 2,446,158 2,794,174
30 Total liabilities and net assets/fund balances (see instructions). 2,446,158 2,794,174
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
2,446,158
2
Enter amount from Part I, line 27a .....................
2
347,975
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
298
4
Add lines 1, 2, and 3 ..........................
4
2,794,431
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
257
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,794,174
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 13. ABBOTT LABORATORIES   2016-11-16 2025-06-24
b 24. ABBOTT LABORATORIES   2016-11-16 2025-08-13
c 16. ABBOTT LABORATORIES   2016-11-16 2025-09-05
d 10. ABBOTT LABORATORIES   2016-11-16 2025-12-02
e 28. ABBOTT LABORATORIES   2016-11-16 2026-01-23
35. ALPHABET INC CAP STK USD0.001 CL C   2010-05-14 2025-02-06
13. ALPHABET INC CAP STK USD0.001 CL C   2010-05-14 2025-06-24
25. ALPHABET INC CAP STK USD0.001 CL C   2010-05-14 2025-08-13
17. ALPHABET INC CAP STK USD0.001 CL C   2010-05-14 2025-09-05
11. ALPHABET INC CAP STK USD0.001 CL C   2010-05-14 2025-12-02
29. ALPHABET INC CAP STK USD0.001 CL C   2010-05-14 2026-01-23
34. ALPHABET INC CAPITAL STOCK USD0.001 CL A   2010-05-14 2025-02-06
13. ALPHABET INC CAPITAL STOCK USD0.001 CL A   2010-05-14 2025-06-24
25. ALPHABET INC CAPITAL STOCK USD0.001 CL A   2010-05-14 2025-08-13
17. ALPHABET INC CAPITAL STOCK USD0.001 CL A   2010-05-14 2025-09-05
11. ALPHABET INC CAPITAL STOCK USD0.001 CL A   2010-05-14 2025-12-02
29. ALPHABET INC CAPITAL STOCK USD0.001 CL A   2010-05-14 2026-01-23
16. AMAZON.COM INCORPORATED COMMON STOCK   2018-10-31 2025-02-06
11. AMAZON.COM INCORPORATED COMMON STOCK   2018-10-31 2025-06-24
21. AMAZON.COM INCORPORATED COMMON STOCK   2018-10-31 2025-08-13
14. AMAZON.COM INCORPORATED COMMON STOCK   2018-10-31 2025-09-05
9. AMAZON.COM INCORPORATED COMMON STOCK   2018-10-31 2025-12-02
24. AMAZON.COM INCORPORATED COMMON STOCK   2018-10-31 2026-01-23
10. AMERICAN TOWER CORP   2013-06-25 2025-02-06
7. AMERICAN TOWER CORP   2013-06-25 2025-06-24
13. AMERICAN TOWER CORP   2013-06-25 2025-08-13
9. AMERICAN TOWER CORP   2013-06-25 2025-09-05
5. AMERICAN TOWER CORP   2013-06-25 2025-12-02
15. AMERICAN TOWER CORP   2013-06-25 2026-01-23
42. APPLE COMPUTER INC   2006-02-10 2025-02-06
30. APPLE COMPUTER INC   2006-02-10 2025-06-24
55. APPLE COMPUTER INC   2006-02-10 2025-08-13
38. APPLE COMPUTER INC   2006-02-10 2025-09-05
24. APPLE COMPUTER INC   2006-02-10 2025-12-02
64. APPLE COMPUTER INC   2006-02-10 2026-01-23
160. BAXTER INTL INC   2013-12-12 2025-02-06
4189.94 MFO BLACKROCK FDS V HIGH YIELD BD PORT INSTLCL   2021-12-22 2025-02-06
2080.44 MFO BLACKROCK FDS V HIGH YIELD BD PORT INSTLCL   2020-02-20 2025-08-13
3453.04 MFO BLACKROCK FDS V HIGH YIELD BD PORT INSTLCL   2020-02-20 2026-01-23
4. THE CIGNA GROUP   2012-01-24 2025-06-24
7. THE CIGNA GROUP   2017-04-26 2025-08-13
5. THE CIGNA GROUP   2017-04-26 2025-09-05
3. THE CIGNA GROUP   2012-01-24 2025-12-02
8. THE CIGNA GROUP   2012-01-24 2026-01-23
15. CVS CORP   2016-06-28 2025-06-24
29. CVS CORP   2016-06-28 2025-08-13
20. CVS CORP   2012-04-26 2025-09-05
12. CVS CORP   2012-04-26 2025-12-02
34. CVS CORP   2012-04-26 2026-01-23
10. CHEVRONTEXACO CORP   2019-03-05 2025-02-06
7. CHEVRONTEXACO CORP   2019-03-05 2025-06-24
13. CHEVRONTEXACO CORP   2019-03-05 2025-08-13
9. CHEVRONTEXACO CORP   2007-11-05 2025-09-05
6. CHEVRONTEXACO CORP   2007-11-05 2025-12-02
16. CHEVRONTEXACO CORP   2007-11-05 2026-01-23
25. COCA COLA CO   2016-06-28 2025-02-06
18. COCA COLA CO   2016-06-28 2025-06-24
33. COCA COLA CO   2016-06-28 2025-08-13
23. COCA COLA CO   2016-06-28 2025-09-05
14. COCA COLA CO   2016-06-28 2025-12-02
39. COCA COLA CO   2016-06-28 2026-01-23
4. COSTCO WHSL CORP NEW   2008-03-05 2025-02-06
3. COSTCO WHSL CORP NEW   2008-03-05 2025-06-24
5. COSTCO WHSL CORP NEW   2008-03-05 2025-08-13
4. COSTCO WHSL CORP NEW   2008-03-05 2025-09-05
2. COSTCO WHSL CORP NEW   2008-03-05 2025-12-02
6. COSTCO WHSL CORP NEW   2008-03-05 2026-01-23
4. DUKE ENERGY CORP NEW COM NEW COM NEW   2015-12-23 2025-06-24
8. DUKE ENERGY CORP NEW COM NEW COM NEW   2015-12-23 2025-08-13
6. DUKE ENERGY CORP NEW COM NEW COM NEW   2015-12-23 2025-09-05
4. DUKE ENERGY CORP NEW COM NEW COM NEW   2015-12-23 2025-12-02
10. DUKE ENERGY CORP NEW COM NEW COM NEW   2015-12-23 2026-01-23
13. EXXON MOBIL CORP   1998-10-04 2025-02-06
9. EXXON MOBIL CORP   1998-10-04 2025-06-24
17. EXXON MOBIL CORP   1998-10-04 2025-08-13
12. EXXON MOBIL CORP   1998-10-04 2025-09-05
7. EXXON MOBIL CORP   1998-10-04 2025-12-02
20. EXXON MOBIL CORP   1998-10-04 2026-01-23
9. META PLATFORMS INC COM USD0.000006 CL 'A'   2017-10-31 2025-02-06
6. META PLATFORMS INC COM USD0.000006 CL 'A'   2017-10-31 2025-06-24
11. META PLATFORMS INC COM USD0.000006 CL 'A'   2017-10-31 2025-08-13
8. META PLATFORMS INC COM USD0.000006 CL 'A'   2017-10-31 2025-09-05
5. META PLATFORMS INC COM USD0.000006 CL 'A'   2019-02-27 2025-12-02
13. META PLATFORMS INC COM USD0.000006 CL 'A'   2019-02-27 2026-01-23
2. W W GRAINGER INC   2016-11-16 2025-02-06
2. W W GRAINGER INC   2016-11-16 2025-06-24
3. W W GRAINGER INC   2016-11-16 2025-08-13
2. W W GRAINGER INC   2016-11-16 2025-09-05
1. W W GRAINGER INC   2016-11-16 2025-12-02
4. W W GRAINGER INC   2016-11-16 2026-01-23
7. HOME DEPOT INC   2012-01-23 2025-02-06
5. HOME DEPOT INC   2012-01-23 2025-06-24
9. HOME DEPOT INC   2012-01-23 2025-08-13
6. HOME DEPOT INC   2012-01-23 2025-09-05
4. HOME DEPOT INC   2012-01-23 2025-12-02
10. HOME DEPOT INC   2012-01-23 2026-01-23
29. INTERCONTINENTAL EXCHANGE INC COM   2016-06-28 2025-02-06
20. INTERCONTINENTAL EXCHANGE INC COM   2016-06-28 2025-06-24
38. INTERCONTINENTAL EXCHANGE INC COM   2016-06-28 2025-08-13
26. INTERCONTINENTAL EXCHANGE INC COM   2016-06-28 2025-09-05
16. INTERCONTINENTAL EXCHANGE INC COM   2016-06-28 2025-12-02
44. INTERCONTINENTAL EXCHANGE INC COM   2016-06-28 2026-01-23
53. ISHARES RUSSELL MIDCAP INDEX FUND   2020-07-29 2025-06-24
99. ISHARES RUSSELL MIDCAP INDEX FUND   2020-07-29 2025-08-13
69. ISHARES RUSSELL MIDCAP INDEX FUND   2020-07-29 2025-09-05
37. MFC ISHARES TR RUSSELL 2000 INDEX FD   2020-07-29 2025-08-13
25. MFC ISHARES TR RUSSELL 2000 INDEX FD   2020-07-29 2025-09-05
24. J P MORGAN CHASE & CO   2009-05-14 2025-02-06
17. J P MORGAN CHASE & CO   2009-05-14 2025-06-24
32. J P MORGAN CHASE & CO   2009-05-14 2025-08-13
22. J P MORGAN CHASE & CO   2009-05-14 2025-09-05
14. J P MORGAN CHASE & CO   2009-05-14 2025-12-02
38. J P MORGAN CHASE & CO   2008-11-21 2026-01-23
3. LOCKHEED MARTIN CORP   2017-10-31 2025-02-06
2. LOCKHEED MARTIN CORP   2017-10-31 2025-06-24
4. LOCKHEED MARTIN CORP   2017-10-31 2025-08-13
3. LOCKHEED MARTIN CORP   2017-10-31 2025-09-05
2. LOCKHEED MARTIN CORP   2017-10-31 2025-12-02
5. LOCKHEED MARTIN CORP   2017-10-31 2026-01-23
605.77 MFO MFS INSTL INTL EQTY FD   2022-12-08 2026-01-23
33. MASCO CORP   2016-09-16 2025-02-06
23. MASCO CORP   2016-09-16 2025-06-24
43. MASCO CORP   2016-09-16 2025-08-13
29. MASCO CORP   2016-01-27 2025-09-05
18. MASCO CORP   2016-01-27 2025-12-02
50. MASCO CORP   2016-01-27 2026-01-23
6. MCDONALDS CORP   2011-08-10 2025-02-06
4. MCDONALDS CORP   2011-08-10 2025-06-24
8. MCDONALDS CORP   2011-08-10 2025-08-13
6. MCDONALDS CORP   2011-08-10 2025-09-05
4. MCDONALDS CORP   2011-08-10 2025-12-02
10. MCDONALDS CORP   2011-08-10 2026-01-23
21. MICROSOFT CORP COM   2020-02-20 2025-02-06
14. MICROSOFT CORP COM   2020-02-20 2025-06-24
27. MICROSOFT CORP COM   2020-02-20 2025-08-13
19. MICROSOFT CORP COM   2020-02-20 2025-09-05
11. MICROSOFT CORP COM   2020-02-20 2025-12-02
31. MICROSOFT CORP COM   2020-02-20 2026-01-23
21. MONDELEZ INTL INC COM   2013-09-18 2025-02-06
14. MONDELEZ INTL INC COM   2013-09-18 2025-06-24
27. MONDELEZ INTL INC COM   2013-09-18 2025-08-13
19. MONDELEZ INTL INC COM   2013-09-18 2025-09-05
11. MONDELEZ INTL INC COM   2013-09-18 2025-12-02
32. MONDELEZ INTL INC COM   2013-09-18 2026-01-23
16. MORGAN STANLEY DEAN WITTER & CO NEW   2017-03-16 2025-02-06
11. MORGAN STANLEY DEAN WITTER & CO NEW   2017-03-16 2025-06-24
20. MORGAN STANLEY DEAN WITTER & CO NEW   2017-03-16 2025-08-13
14. MORGAN STANLEY DEAN WITTER & CO NEW   2017-03-16 2025-09-05
9. MORGAN STANLEY DEAN WITTER & CO NEW   2017-03-16 2025-12-02
24. MORGAN STANLEY DEAN WITTER & CO NEW   2017-03-16 2026-01-23
24. NIKE INC CLASS B   2016-09-16 2025-02-06
17. NIKE INC CLASS B   2016-09-16 2025-06-24
31. NIKE INC CLASS B   2016-11-04 2025-08-13
21. NIKE INC CLASS B   2016-11-04 2025-09-05
13. NIKE INC CLASS B   2016-11-04 2025-12-02
36. NIKE INC CLASS B   2016-11-04 2026-01-23
7. NORFOLK SOUTHN CORP COM   2011-08-10 2025-02-06
5. NORFOLK SOUTHN CORP COM   2011-08-10 2025-06-24
10. NORFOLK SOUTHN CORP COM   2011-08-10 2025-08-13
7. NORFOLK SOUTHN CORP COM   2011-08-10 2025-09-05
4. NORFOLK SOUTHN CORP COM   2011-08-10 2025-12-02
12. NORFOLK SOUTHN CORP COM   2011-08-10 2026-01-23
464.04 MFB NORTHN MID CAP INDEX FD FD   2023-12-21 2025-02-06
243.19 MFB NORTHN MID CAP INDEX FD FD   2023-12-21 2025-06-24
403.65 MFB NORTHN MID CAP INDEX FD FD   2022-12-15 2025-08-13
283.62 MFB NORTHN MID CAP INDEX FD FD   2015-01-29 2025-09-05
381.68 NORTHERN FUNDS SM CAP CORE FD CL K   2021-12-16 2025-02-06
202.35 NORTHERN FUNDS SM CAP CORE FD CL K   2023-12-21 2025-06-24
294.59 NORTHERN FUNDS SM CAP CORE FD CL K   2022-12-15 2025-08-13
208.49 NORTHERN FUNDS SM CAP CORE FD CL K   2016-02-22 2025-09-05
4918.03 MFB NORTHN HI YIELD FXD INC FD   2017-02-15 2025-02-06
1960.78 MFB NORTHN HI YIELD FXD INC FD   2015-12-18 2025-08-13
4058.44 MFB NORTHN HI YIELD FXD INC FD   2015-12-18 2026-01-23
13. NUCOR CORP   2015-07-24 2025-02-06
9. NUCOR CORP   2015-07-24 2025-06-24
17. NUCOR CORP   2015-07-24 2025-08-13
12. NUCOR CORP   2015-07-24 2025-09-05
7. NUCOR CORP   2015-07-24 2025-12-02
20. NUCOR CORP   2015-07-24 2026-01-23
79. NVIDIA CORP   2021-02-18 2025-02-06
55. NVIDIA CORP   2021-02-18 2025-06-24
103. NVIDIA CORP   2021-02-18 2025-08-13
70. NVIDIA CORP   2021-02-18 2025-09-05
44. NVIDIA CORP   2021-02-18 2025-12-02
121. NVIDIA CORP   2021-02-18 2026-01-23
13. ORACLE CORPORATION   2010-12-16 2025-02-06
9. ORACLE CORPORATION   2010-12-16 2025-06-24
17. ORACLE CORPORATION   2010-12-16 2025-08-13
12. ORACLE CORPORATION   2010-12-16 2025-09-05
7. ORACLE CORPORATION   2010-12-16 2025-12-02
20. ORACLE CORPORATION   2010-12-16 2026-01-23
12. PALO ALTO NETWORKS INC COM USD0.0001   2017-04-13 2025-02-06
9. PALO ALTO NETWORKS INC COM USD0.0001   2017-04-13 2025-06-24
16. PALO ALTO NETWORKS INC COM USD0.0001   2017-04-13 2025-08-13
11. PALO ALTO NETWORKS INC COM USD0.0001   2017-04-13 2025-09-05
7. PALO ALTO NETWORKS INC COM USD0.0001   2017-04-13 2025-12-02
18. PALO ALTO NETWORKS INC COM USD0.0001   2017-04-13 2026-01-23
9. SALESFORCE INC COM USD0.001   2014-10-22 2025-02-06
6. SALESFORCE INC COM USD0.001   2014-10-22 2025-06-24
12. SALESFORCE INC COM USD0.001   2014-10-22 2025-08-13
8. SALESFORCE INC COM USD0.001   2014-10-22 2025-09-05
5. SALESFORCE INC COM USD0.001   2014-10-22 2025-12-02
13. SALESFORCE INC COM USD0.001   2014-10-22 2026-01-23
21. SCHWAB CHARLES CORP COMMON STOCK NEW   2016-02-04 2025-02-06
15. SCHWAB CHARLES CORP COMMON STOCK NEW   2016-02-04 2025-06-24
28. SCHWAB CHARLES CORP COMMON STOCK NEW   2016-02-04 2025-08-13
19. SCHWAB CHARLES CORP COMMON STOCK NEW   2016-02-04 2025-09-05
12. SCHWAB CHARLES CORP COMMON STOCK NEW   2016-02-04 2025-12-02
32. SCHWAB CHARLES CORP COMMON STOCK NEW   2016-02-04 2026-01-23
13. STARBUCKS CORP   2012-08-08 2025-02-06
9. STARBUCKS CORP   2012-08-08 2025-06-24
16. STARBUCKS CORP   2012-08-08 2025-08-13
11. STARBUCKS CORP   2012-08-08 2025-09-05
7. STARBUCKS CORP   2012-08-08 2025-12-02
19. STARBUCKS CORP   2012-08-08 2026-01-23
3. UNITEDHEALTH GROUP INC   2019-03-05 2025-06-24
6. UNITEDHEALTH GROUP INC   2019-03-05 2025-08-13
4. UNITEDHEALTH GROUP INC   2019-03-05 2025-09-05
3. UNITEDHEALTH GROUP INC   2019-03-05 2025-12-02
7. UNITEDHEALTH GROUP INC   2019-03-05 2026-01-23
9. ZIMMER HLDGS INC   2014-07-30 2025-06-24
16. ZIMMER HLDGS INC   2014-07-30 2025-08-13
11. ZIMMER HLDGS INC   2014-07-30 2025-09-05
7. ZIMMER HLDGS INC   2014-07-30 2025-12-02
15. ZIMMER HLDGS INC   2014-07-30 2026-01-23
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    
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 1,793   521 1,272
b 3,103   962 2,141
c 2,131   641 1,490
d 1,263   401 862
e 3,021   1,122 1,899
6,755   438 6,317
2,183   163 2,020
5,089   313 4,776
3,983   213 3,770
3,473   138 3,335
9,606   363 9,243
6,503   428 6,075
2,170   164 2,006
5,062   315 4,747
3,978   214 3,764
3,470   139 3,331
9,594   365 9,229
3,802   1,279 2,523
2,350   879 1,471
4,712   1,679 3,033
3,262   1,119 2,143
2,114   720 1,394
5,747   1,919 3,828
1,891   724 1,167
1,572   507 1,065
2,640   941 1,699
1,789   651 1,138
882   362 520
2,656   1,086 1,570
9,742   97 9,645
6,046   69 5,977
12,783   127 12,656
9,080   88 8,992
6,874   55 6,819
15,914   148 15,766
4,983   5,894 -911
30,000   32,638 -2,638
15,000   16,205 -1,205
25,000   26,897 -1,897
1,269   729 540
2,004   1,275 729
1,528   911 617
823   547 276
2,230   1,457 773
1,015   1,406 -391
1,909   1,833 76
1,473   891 582
934   534 400
2,805   1,514 1,291
1,513   1,229 284
1,007   860 147
2,012   1,390 622
1,386   794 592
902   529 373
2,679   1,412 1,267
1,576   1,100 476
1,264   792 472
2,322   1,452 870
1,561   1,012 549
990   616 374
2,810   1,716 1,094
4,190   243 3,947
3,005   182 2,823
4,904   303 4,601
3,837   243 3,594
1,843   121 1,722
5,895   364 5,531
469   288 181
1,003   575 428
721   431 290
480   288 192
1,170   719 451
1,410   383 1,027
977   265 712
1,809   501 1,308
1,311   354 957
808   206 602
2,708   589 2,119
6,418   1,615 4,803
4,267   1,077 3,190
8,619   1,974 6,645
6,002   1,436 4,566
3,237   811 2,426
8,597   2,108 6,489
2,092   449 1,643
2,091   449 1,642
2,935   673 2,262
1,978   449 1,529
961   224 737
4,232   897 3,335
2,901   312 2,589
1,803   223 1,580
3,643   400 3,243
2,510   267 2,243
1,416   178 1,238
3,822   445 3,377
4,895   1,429 3,466
3,622   986 2,636
6,852   1,873 4,979
4,524   1,281 3,243
2,495   789 1,706
7,634   1,362 6,272
4,846   3,010 1,836
9,365   5,622 3,743
6,616   3,918 2,698
8,504   5,491 3,013
5,912   3,710 2,202
6,573   847 5,726
4,788   600 4,188
9,213   1,130 8,083
6,487   777 5,710
4,312   465 3,847
11,331   785 10,546
1,344   929 415
923   619 304
1,757   1,239 518
1,379   929 450
883   619 264
2,962   1,548 1,414
25,000   16,588 8,412
2,569   1,095 1,474
1,468   763 705
3,158   1,126 2,032
2,187   750 1,437
1,158   465 693
3,459   1,293 2,166
1,765   506 1,259
1,167   338 829
2,427   675 1,752
1,882   506 1,376
1,204   338 866
3,075   844 2,231
8,748   3,838 4,910
6,872   2,559 4,313
14,138   4,935 9,203
9,370   3,473 5,897
5,390   2,010 3,380
14,526   3,082 11,444
1,204   669 535
958   446 512
1,667   861 806
1,171   606 565
616   351 265
1,853   1,020 833
2,258   553 1,705
1,500   380 1,120
2,934   692 2,242
2,071   484 1,587
1,525   311 1,214
4,303   830 3,473
1,751   1,325 426
1,043   938 105
2,389   1,701 688
1,551   1,054 497
845   652 193
2,327   1,806 521
1,760   473 1,287
1,290   338 952
2,795   675 2,120
1,940   473 1,467
1,167   270 897
3,482   810 2,672
10,000   10,054 -54
5,000   4,712 288
8,727   7,304 1,423
6,259   4,980 1,279
10,000   10,854 -854
5,000   5,430 -430
7,807   6,798 1,009
5,686   3,740 1,946
30,000   32,551 -2,551
12,000   12,627 -627
25,000   26,136 -1,136
1,736   563 1,173
1,155   390 765
2,471   736 1,735
1,758   520 1,238
1,130   303 827
3,623   866 2,757
10,107   1,168 8,939
8,099   813 7,286
18,598   1,522 17,076
11,635   1,035 10,600
7,983   650 7,333
22,681   1,788 20,893
2,253   395 1,858
1,939   274 1,665
4,163   517 3,646
2,769   365 2,404
1,407   213 1,194
3,553   608 2,945
2,250   226 2,024
1,821   170 1,651
2,815   302 2,513
2,131   207 1,924
1,331   132 1,199
3,292   339 2,953
2,997   510 2,487
1,632   340 1,292
2,819   680 2,139
2,000   454 1,546
1,178   284 894
2,976   737 2,239
1,753   523 1,230
1,343   374 969
2,677   697 1,980
1,746   473 1,273
1,112   299 813
3,258   797 2,461
1,456   294 1,162
827   203 624
1,500   361 1,139
937   248 689
598   158 440
1,851   429 1,422
912   728 184
1,620   1,457 163
1,263   971 292
975   728 247
2,485   1,699 786
832   896 -64
1,646   1,593 53
1,155   1,095 60
662   697 -35
1,294   1,493 -199
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
      15,132
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       1,272
b       2,141
c       1,490
d       862
e       1,899
      6,317
      2,020
      4,776
      3,770
      3,335
      9,243
      6,075
      2,006
      4,747
      3,764
      3,331
      9,229
      2,523
      1,471
      3,033
      2,143
      1,394
      3,828
      1,167
      1,065
      1,699
      1,138
      520
      1,570
      9,645
      5,977
      12,656
      8,992
      6,819
      15,766
      -911
      -2,638
      -1,205
      -1,897
      540
      729
      617
      276
      773
      -391
      76
      582
      400
      1,291
      284
      147
      622
      592
      373
      1,267
      476
      472
      870
      549
      374
      1,094
      3,947
      2,823
      4,601
      3,594
      1,722
      5,531
      181
      428
      290
      192
      451
      1,027
      712
      1,308
      957
      602
      2,119
      4,803
      3,190
      6,645
      4,566
      2,426
      6,489
      1,643
      1,642
      2,262
      1,529
      737
      3,335
      2,589
      1,580
      3,243
      2,243
      1,238
      3,377
      3,466
      2,636
      4,979
      3,243
      1,706
      6,272
      1,836
      3,743
      2,698
      3,013
      2,202
      5,726
      4,188
      8,083
      5,710
      3,847
      10,546
      415
      304
      518
      450
      264
      1,414
      8,412
      1,474
      705
      2,032
      1,437
      693
      2,166
      1,259
      829
      1,752
      1,376
      866
      2,231
      4,910
      4,313
      9,203
      5,897
      3,380
      11,444
      535
      512
      806
      565
      265
      833
      1,705
      1,120
      2,242
      1,587
      1,214
      3,473
      426
      105
      688
      497
      193
      521
      1,287
      952
      2,120
      1,467
      897
      2,672
      -54
      288
      1,423
      1,279
      -854
      -430
      1,009
      1,946
      -2,551
      -627
      -1,136
      1,173
      765
      1,735
      1,238
      827
      2,757
      8,939
      7,286
      17,076
      10,600
      7,333
      20,893
      1,858
      1,665
      3,646
      2,404
      1,194
      2,945
      2,024
      1,651
      2,513
      1,924
      1,199
      2,953
      2,487
      1,292
      2,139
      1,546
      894
      2,239
      1,230
      969
      1,980
      1,273
      813
      2,461
      1,162
      624
      1,139
      689
      440
      1,422
      184
      163
      292
      247
      786
      -64
      53
      60
      -35
      -199
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 553,696
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 8,975
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 8,975
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 8,975
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,328
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 4,328
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 4,647
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
IL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofNORTHERN TRUST COMPANY Telephone no. (312) 630-6000

Located atPO BOX 803878CHICAGOIL ZIP+460680
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
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
THE NORTHERN TRUST COMPANY TRUSTEE
40 		43,286    
PO BOX 803878
CHICAGO,IL60680
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
3,627,133
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
3,627,133
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
3,627,133
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
54,407
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,572,726
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
178,636
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
178,636
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
8,975
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,975
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
169,661
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
169,661
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
169,661
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
291,805
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
291,805
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 7 169,661
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...... 80,382
b From 2021...... 73,849
c From 2022...... 108,625
d From 2023...... 102,314
e From 2024...... 109,000
f Total of lines 3a through e ........ 474,170
4Qualifying distributions for 2025 from Part
XI, line 4: $ 291,805
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..... 169,661
e Remaining amount distributed out of corpus 122,144
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 5 596,314
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) ... 		80,382
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		515,932
10 Analysis of line 9:
a Excess from 2021 .... 73,849
b Excess from 2022 .... 108,625
c Excess from 2023 .... 102,314
d Excess from 2024 .... 109,000
e Excess from 2025 .... 122,144
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

MUSCULAR DYSTROPHY
ASSOCIATION
3300 EAST SUNRICE DRIVE
TUCSON,AZ857183299 		NONE   GENERAL SUPPORT 37,747

ANSHE EMET SYNAGOGUE

3760 N PINE GROVE
CHICAGO,IL60613 		NONE   GENERAL SUPPORT 37,747

KAGAN HOME FOR THE
BLIND (FRIEDMAN PLACE)
5527 N MAPLEWOOD
CHICAGO,IL60625 		NONE   GENERAL SUPPORT 37,747

AMERICAN CANCER SOCIETY

PO BOX 720366
OKLAHOMA CITY,OK73162 		NONE   GENERAL SUPPORT 37,747

JEWISH FEDERATION OF
METROPOLITAN CHICAGO
ONE SOUTH FRANKLIN STREET
CHICAGO,IL60606 		NONE   GENERAL SUPPORT 37,747

TEMPLE SHOLOM OF
CHICAGO
3480 N LAKESHORE DR
CHICAGO,IL60613 		NONE   GENERAL SUPPORT 37,747

LITTLE CITY FOUNDATION

1760 W ALGONQUIN
PALATINE,IL60067 		NONE   GENERAL SUPPORT 37,747
Total ................................. 3a 264,229
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 ....     14 110,290  
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 ............ 		    18 553,696  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMFO BLACKROCK FDS 		    14 17  
bMFO DFA INVT DIMEN     14 2  
cMFO DFA INTL SMALL     14 2  
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   664,007  
13Total. Add line 12, columns (b), (d), and (e)..................
13
664,007
(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:
THE SARA HORRELL EDELSTEIN & JOSEPH JUDSON &
EIN:
36-7280667
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 900 450   450

TY 2025 InvestmentsCorpBondsSchedule
Name:
THE SARA HORRELL EDELSTEIN & JOSEPH JUDSON &
EIN:
36-7280667
Name of Bond End of Year Book Value End of Year Fair Market Value
C09260B630 MFO BLACKROCK FDS V 55,147 51,107
C665162467 MFB NORTHN FDS ULTR 95,927 96,788
C665162533 MFB NORTHERN FUNDS 689,340 670,856
C665162699 MFB NORTHERN HIGH Y 53,045 50,927
C922031737 MFO VANGUARD INFLAT 112,428 105,143
C33939L506 MFC FLEXSHARES TR T 165,006 168,196

TY 2025 InvestmentsCorpStockSchedule
Name:
THE SARA HORRELL EDELSTEIN & JOSEPH JUDSON &
EIN:
36-7280667
Name of Stock End of Year Book Value End of Year Fair Market Value
C002824100 ABBOTT LAB COM 4,008 10,930
C02079K107 ALPHABET INC CAP ST 1,315 35,546
C02079K305 ALPHABET INC CAPITA 1,322 35,490
C023135106 AMAZON COM INC COM 6,956 20,819
C037833100 APPLE INC COM STK 538 60,459
C071813109 BAXTER INTL INC COM    
C125523100 THE CIGNA GROUP 5,283 7,949
C126650100 CVS HEALTH CORP COM 5,389 9,017
C166764100 CHEVRON CORP COM 5,029 10,083
C191216100 COCA COLA CO COM 6,115 10,399
C22160K105 COSTCO WHOLESALE CO 1,335 20,686
C26441C204 DUKE ENERGY CORP NE 2,516 4,247
C30231G102 EXXON MOBIL CORP CO 2,121 10,181
C30303M102 META PLATFORMS INC 7,621 33,676
C384802104 GRAINGER W W INC CO 2,916 14,039
C437076102 HOME DEPOT INC COM 1,646 13,860
C45866F104 INTERCONTINENTAL EX 3,960 27,805
C46625H100 JPMORGAN CHASE & CO 2,788 41,295
C539830109 LOCKHEED MARTIN COR 5,573 11,416
C574599106 MASCO CORP COM 4,654 11,896
C580135101 MC DONALDS CORP COM 2,954 11,025
C594918104 MICROSOFT CORP COM 9,509 49,053
C609207105 MONDELEZ INTL INC C 3,602 6,607
C617446448 MORGAN STANLEY COM 2,940 15,538
C654106103 NIKE INC CL B 3,223 8,097
C655844108 NORFOLK SOUTHN CORP 2,835 12,232
C670346105 NUCOR CORP COM 3,118 12,796
C67066G104 NVIDIA CORP COM 6,474 83,715
C68389X105 ORACLE CORP COM 2,250 12,179
C697435105 PALO ALTO NETWORKS 1,263 11,857
C79466L302 SALESFORCE INC COM 2,772 10,402
C808513105 SCHWAB CHARLES CORP 2,889 12,055
C855244109 STARBUCKS CORP COM 1,581 6,437
C91324P102 UNITEDHEALTH GROUP 5,584 6,599
C98956P102 ZIMMER BIOMET HLDGS 6,923 6,095
C233203421 MFO DFA INVT DIMENS 35,000 45,918
C233203629 MFO DFA INTL SMALL 45,000 57,663
C33939L407 MFC FLEXSHARES TR M 75,038 115,915
C464287499 MFC ISHARES TR RUSS 32,881 57,425
C464287655 MFC ISHARES TR RUSS 31,613 55,305
C464288372 MFC ISHARES TR GLOB 64,249 86,954
C552966806 MFO MFS INSTL INTL 93,473 140,048
C665130100 MFB NORTHERN EQUITY 43,591 54,695
C665130209 MFB NORTHERN EQUITY 284,096 405,270
C665162293 NORTHERN FUNDS SM C 40,897 51,328
C665162582 MFB NORTHERN FUNDS 135,104 189,246
C665162772 MFB NORTHERN FUNDS 390,028 464,170
C03027X100 AMERICAN TOWER CORP 3,836 9,502

TY 2025 OtherAssetsSchedule
Name:
THE SARA HORRELL EDELSTEIN & JOSEPH JUDSON &
EIN:
36-7280667
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
C665162541 MFB NORTHERN FDS GL 60,664 60,664 60,913


TY 2025 OtherDecreasesSchedule
Name:
THE SARA HORRELL EDELSTEIN & JOSEPH JUDSON &
EIN:
36-7280667
Description Amount
2025 TRANSACTION POSTED IN 2026 253
ROUNDING 4


TY 2025 OtherExpensesSchedule
Name:
THE SARA HORRELL EDELSTEIN & JOSEPH JUDSON &
EIN:
36-7280667
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEES 15 0   15


TY 2025 OtherIncomeSchedule2
Name:
THE SARA HORRELL EDELSTEIN & JOSEPH JUDSON &
EIN:
36-7280667
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MFO BLACKROCK FDS V HIGH YIELD BD PORT I 17 17  
MFO DFA INVT DIMENSIONS GROUP INC EMERGI 2 2  
MFO DFA INTL SMALL CO PORTFOLIO FUND 2 2  


TY 2025 OtherIncreasesSchedule
Name:
THE SARA HORRELL EDELSTEIN & JOSEPH JUDSON &
EIN:
36-7280667
Description Amount
2024 TRANSACTION POSTED IN 2025 298


TY 2025 TaxesSchedule
Name:
THE SARA HORRELL EDELSTEIN & JOSEPH JUDSON &
EIN:
36-7280667
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 1,542 0   0
ESTIMATED TAX PAYMENTS 4,328 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,108 1,108   0
FOREIGN TAXES ON NONQUALIFIED 624 624   0