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
WINIFRED & B A KILLSON EDUCATIONAL FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 653067
  Room/suite
City or town
DALLAS
State or province
TX
Country  
ZIP or foreign postal code
752653067
A Employer identification number

75-2650791
B Telephone number (see instructions)

8888663275
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)$3,965,384J 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... 91,911 91,883  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 78,064
b Gross sales price for all assets on line 6a 1,387,556
7 Capital gain net income (from Part IV, line 2)... 78,064
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).......      
12 Total. Add lines 1 through 11........ 169,975 169,947  
Operating and Administrative Expenses 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)......... Click to see attachment
List of Attached Documents:
// Content
9,092 0 0 9,092
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 750 0 500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
34,555 34,555   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,898 778   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
1,139 1,139    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 49,934 37,222 0 9,592
25 Contributions, gifts, grants paid....... 180,000 180,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 229,934 37,222 0 189,592
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -59,959
b Net investment income (if negative, enter -0-) 132,725
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......... 98,798 111,113 111,113
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,021,587 Click to see attachment
List of Attached Documents:
// Content
2,949,521 		3,854,271
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,120,385 3,060,634 3,965,384
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........ 3,120,385 3,060,634
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,120,385 3,060,634
30 Total liabilities and net assets/fund balances (see instructions). 3,120,385 3,060,634
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
3,120,385
2
Enter amount from Part I, line 27a .....................
2
-59,959
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
254
4
Add lines 1, 2, and 3 ..........................
4
3,060,680
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
46
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
3,060,634
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 1730.419 DWS ENHANCED COMMODITY STRATEGY FUND CL INSTL   2021-05-04 2025-02-05
b 4298.902 DWS ENHANCED COMMODITY STRATEGY FUND CL INSTL   2018-10-10 2025-02-05
c 5549.95 DWS ENHANCED COMMODITY STRATEGY FUND CL INSTL   2019-03-11 2025-02-05
d 3147.954 DWS ENHANCED COMMODITY STRATEGY FUND CL INSTL   2021-01-26 2025-02-05
e 2953.586 HARDING LOEVNER FDS INC INTL EQTY PR   2022-05-16 2025-02-05
2942.561 OAKMARK INTL FD CL R6   2022-05-16 2025-02-05
3831.389 HARTFORD SCHRODERS EMERG MKTS EQUITY FD CL F   2022-05-16 2025-02-05
1. BOOZ ALLEN HAMILTON HLDG CLASS A   2022-07-22 2025-02-27
4. BOOZ ALLEN HAMILTON HLDG CLASS A   2022-07-20 2025-02-27
5. BOOZ ALLEN HAMILTON HLDG CLASS A   2022-07-21 2025-02-27
2. BOOZ ALLEN HAMILTON HLDG CLASS A   2022-07-19 2025-02-27
1. LOCKHEED MARTIN CORPORATION   2022-05-25 2025-02-27
5. LOCKHEED MARTIN CORPORATION   2014-12-11 2025-02-27
2. UNITEDHEALTH GROUP INC   2024-11-20 2025-02-27
2. LOCKHEED MARTIN CORPORATION   2014-12-11 2025-02-28
4. BROADCOM INC   2016-12-28 2025-03-11
5. WAL-MART STORES INCORPORATED   2025-02-27 2025-03-11
8. WAL-MART STORES INCORPORATED   2023-11-21 2025-03-11
812.957 CONESTOGA SMALL CAP FUND INSTL CLASS   2022-05-16 2025-03-20
715. ISHARES CORE TOT U S BD MKT ETF   2019-03-07 2025-03-20
1307.914 ALLSPRING SPECIAL SMALL CAP VALUE FUND CL R6   2022-05-16 2025-03-20
1. CHEVRONTEXACO CORP COM   2022-06-07 2025-03-25
3. CHEVRONTEXACO CORP COM   2023-04-25 2025-03-25
5. CHEVRONTEXACO CORP COM   2023-12-20 2025-03-25
4. CHEVRONTEXACO CORP COM   2021-10-27 2025-03-25
5. EOG RESOURCES INC   2022-01-18 2025-03-25
3. EOG RESOURCES INC   2020-12-08 2025-03-25
1. GENUINE PARTS COMPANY   2023-07-19 2025-04-08
1. GENUINE PARTS COMPANY   2023-07-18 2025-04-08
7. GENUINE PARTS COMPANY   2023-06-27 2025-04-08
2. MICROSOFT CORPORATION   2024-11-20 2025-04-08
1. MICROSOFT CORPORATION   2023-02-14 2025-04-08
5. PPG INDUSTRIES INC   2021-12-22 2025-04-08
4. PPG INDUSTRIES INC   2021-12-21 2025-04-08
4. PPG INDUSTRIES INC   2023-03-01 2025-04-08
3. PPG INDUSTRIES INC   2022-07-06 2025-04-08
1. PPG INDUSTRIES INC   2022-09-27 2025-04-08
1. GENUINE PARTS COMPANY   2023-06-26 2025-04-09
3. GENUINE PARTS COMPANY   2024-05-21 2025-04-09
4. PPG INDUSTRIES INC   2022-09-27 2025-04-09
2. ABBVIE INC SHS   2024-12-24 2025-04-22
3. ABBVIE INC SHS   2023-08-16 2025-04-22
1. ABBVIE INC SHS   2022-05-25 2025-04-22
7. COCA COLA CO COM   2024-08-27 2025-04-22
4. COCA COLA CO COM   2023-03-28 2025-04-22
3. COCA COLA CO COM   2021-09-01 2025-04-22
10. MERCK AND CO INC SHS   2009-02-27 2025-04-22
3. VALERO ENERGY CORP - NEW   2022-11-23 2025-04-22
2. VALERO ENERGY CORP - NEW   2024-10-08 2025-04-22
3. VALERO ENERGY CORP - NEW   2023-11-21 2025-04-22
2585.155 PIMCO FOREIGN BD US$HD INSTL   2021-05-04 2025-04-23
2480.701 PIMCO FOREIGN BD US$HD INSTL   2019-03-06 2025-04-23
7. GENERAL MILLS INC   2024-04-09 2025-05-21
9. GENERAL MILLS INC   2024-04-10 2025-05-21
5. TEXAS INSTRS INC   2012-02-03 2025-05-21
3. UNITEDHEALTH GROUP INC   2024-07-30 2025-05-21
1. UNITEDHEALTH GROUP INC   2024-11-05 2025-05-21
1. UNITEDHEALTH GROUP INC   2023-12-08 2025-05-21
1. UNITEDHEALTH GROUP INC   2024-07-16 2025-05-21
3. ABBVIE INC SHS   2021-12-21 2025-06-26
3. ABBVIE INC SHS   2021-12-07 2025-06-26
3. ABBVIE INC SHS   2021-09-01 2025-06-26
1. BECTON DICKINSON & COMPANY   2021-04-27 2025-06-26
1. BECTON DICKINSON & COMPANY   2022-05-25 2025-06-26
2. BECTON DICKINSON & COMPANY   2022-12-06 2025-06-26
2. BECTON DICKINSON & COMPANY   2021-05-26 2025-06-26
3. MARSH & MCLENNAN COS INC   2024-12-24 2025-06-26
1. MARSH & MCLENNAN COS INC   2012-10-12 2025-06-26
4. WAL-MART STORES INCORPORATED   2023-11-21 2025-06-26
4. WAL-MART STORES INCORPORATED   2023-04-25 2025-06-26
2. BECTON DICKINSON & COMPANY   2024-01-16 2025-06-27
2. AUTOMATIC DATA PROCESSING INC   2024-11-20 2025-06-30
7. BROADCOM INC   2016-12-28 2025-06-30
1. HOME DEPOT INC   2023-08-16 2025-06-30
1. HOME DEPOT INC   2023-01-17 2025-06-30
2. TRANE TECHNOLOGIES PLC   2016-11-16 2025-06-30
21. COMCAST CORP NEW CL A COM   2024-12-05 2025-07-29
8. COMCAST CORP NEW CL A COM   2024-12-18 2025-07-29
3. CISCO SYSTEMS INCORPORATED   2025-02-27 2025-08-13
1. CISCO SYSTEMS INCORPORATED   2022-11-23 2025-08-13
14. CISCO SYSTEMS INCORPORATED   2022-12-22 2025-08-13
3. CISCO SYSTEMS INCORPORATED   2013-03-07 2025-08-13
2. J P MORGAN CHASE & CO COM   2023-07-18 2025-08-13
2. J P MORGAN CHASE & CO COM   2004-04-27 2025-08-13
5. LAM RESH CORP   2019-01-22 2025-08-13
4. ACCENTURE PLC SHS   2024-10-22 2025-08-13
1. ACCENTURE PLC SHS   2024-08-27 2025-08-13
2. ACCENTURE PLC SHS   2023-11-21 2025-08-13
1. ACCENTURE PLC SHS   2025-05-21 2025-08-13
8. EXXON MOBIL CORPORATION   2025-03-25 2025-08-26
2. EXXON MOBIL CORPORATION   2025-02-27 2025-08-26
14. GENERAL MILLS INC   2023-11-08 2025-08-26
10. GENERAL MILLS INC   2023-11-21 2025-08-26
9. GENERAL MILLS INC   2024-12-18 2025-08-26
2. HOME DEPOT INC   2012-02-03 2025-08-26
8. WAL-MART STORES INCORPORATED   2023-04-25 2025-08-26
2. WAL-MART STORES INCORPORATED   2023-01-31 2025-08-26
8. EOG RESOURCES INC   2020-12-08 2025-09-23
3. HONEYWELL INTERNATIONAL INC   2024-07-16 2025-09-23
1. HONEYWELL INTERNATIONAL INC   2022-02-02 2025-09-23
3. HONEYWELL INTERNATIONAL INC   2023-10-10 2025-09-23
4. HONEYWELL INTERNATIONAL INC   2012-02-03 2025-09-23
14. WELLS FARGO COMPANY   2024-09-24 2025-09-23
2. WELLS FARGO COMPANY   2023-12-20 2025-09-23
16. EOG RESOURCES INC   2020-12-08 2025-10-07
29. BRISTOL MYERS SQUIBB CO COM   2024-12-05 2025-11-04
7. BLACKSTONE INC   2022-12-22 2025-11-18
4. BROADCOM INC   2016-12-28 2025-11-18
1. MICROSOFT CORPORATION   2023-02-14 2025-11-18
1. MICROSOFT CORPORATION   2005-06-27 2025-11-18
1. NORTHROP CORPORATION   2024-12-24 2025-11-18
4. SOLSTICE ADVANCED MATERIALS INC REGISTER   2012-02-03 2025-11-18
5. BLACKSTONE INC   2022-12-22 2025-11-19
1. NORTHROP CORPORATION   2021-12-21 2025-11-19
1. SOLSTICE ADVANCED MATERIALS INC REGISTER   2012-02-03 2025-11-19
800. ISHR MSCI EAFE INDEX FUND   2025-03-20 2025-11-24
56.715 JANUS HENDERSON ENTERPRISE FUND CL N   2022-05-16 2025-11-24
277.019 JANUS HENDERSON ENTERPRISE FUND CL N   2019-03-07 2025-11-24
1073.962 JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CL R6   2014-06-26 2025-11-24
617.513 JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CL R6   2020-04-09 2025-11-24
26036.644 WESTERN ASSET CORE BOND FD CL IS   2023-11-30 2025-11-24
4. MICROSOFT CORPORATION   2005-06-27 2025-12-17
3. PUBLIC SERVICE ENTERPRISE GROUP INC   2024-04-09 2025-12-17
9. PUBLIC SERVICE ENTERPRISE GROUP INC   2024-04-10 2025-12-17
1. ACCENTURE PLC SHS   2023-08-16 2025-12-17
3. ACCENTURE PLC SHS   2025-04-08 2025-12-17
12. PUBLIC SERVICE ENTERPRISE GROUP INC   2024-04-10 2025-12-18
9. ABBOTT LABORATORIES   2025-06-26 2025-12-30
2. ABBOTT LABORATORIES   2021-09-01 2025-12-30
1. ABBOTT LABORATORIES   2021-10-12 2025-12-30
5. LAM RESH CORP   2019-01-22 2025-12-30
6. MARSH & MCLENNAN COS INC   2012-10-12 2025-12-30
3. EATON CORP PLC   2025-03-25 2025-12-30
1. EATON CORP PLC   2025-03-25 2025-12-31
4. EATON CORP PLC   2025-03-26 2025-12-31
75.381 JANUS HENDERSON ENTERPRISE FUND CL N   2019-03-07 2026-01-13
93.037 JANUS HENDERSON ENTERPRISE FUND CL N   2017-11-20 2026-01-13
872.905 JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CL R6   2020-04-09 2026-01-13
1228.954 JP MORGAN UNDISC MGRS BEHAVIORAL VAL FD CL R6   2025-03-20 2026-01-13
4.76 VERSANT MEDIA GROUP INC   2013-11-01 2026-01-14
.96 VERSANT MEDIA GROUP INC   2022-09-27 2026-01-14
.08 VERSANT MEDIA GROUP INC   2022-12-06 2026-01-14
.16 VERSANT MEDIA GROUP INC   2022-12-07 2026-01-14
.2 VERSANT MEDIA GROUP INC   2024-12-18 2026-01-14
.84 VERSANT MEDIA GROUP INC   2025-12-30 2026-01-14
9. WAL-MART STORES INCORPORATED   2023-01-31 2026-01-14
283. AQR DIVERSIFIED ARBITRAGE FUND CL R6   2025-01-29 2026-01-26
1171. AQR DIVERSIFIED ARBITRAGE FUND CL R6   2023-03-31 2026-01-26
457. BLACKROCK EVENT DRIVEN EQUITY FUND CL INSTL   2025-01-29 2026-01-26
1117. BLACKROCK EVENT DRIVEN EQUITY FUND CL INSTL   2020-01-21 2026-01-26
184. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL CLASS K   2025-01-29 2026-01-26
324. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL CLASS K   2023-03-31 2026-01-26
38.043 BLACKROCK CREDIT RELATIVE VALUE FUND CL K   2024-05-07 2026-01-26
134. BLACKROCK CREDIT RELATIVE VALUE FUND CL K   2025-01-29 2026-01-26
28.314 BLACKROCK CREDIT RELATIVE VALUE FUND CL K   2024-01-10 2026-01-26
6.024 BLACKROCK CREDIT RELATIVE VALUE FUND CL K   2023-07-31 2026-01-26
317.619 BLACKROCK CREDIT RELATIVE VALUE FUND CL K   2023-03-31 2026-01-26
396. CALAMOS MARKET NEUTRAL INCOME FD CL I   2024-05-07 2026-01-26
350. EATON VANCE GLB MACRO ABSLT RTRN ADV FD CL R6   2025-01-29 2026-01-26
1291. EATON VANCE GLB MACRO ABSLT RTRN ADV FD CL R6   2023-07-31 2026-01-26
188. GOTHAM ABSOLUTE RETURN FUND INSTL CLASS   2025-01-29 2026-01-26
161. GOTHAM ABSOLUTE RETURN FUND INSTL CLASS   2023-03-31 2026-01-26
196. GOTHAM INDEX PLUS FUND CL INSTL   2023-11-02 2026-01-26
263. JPMORGAN HEDGED EQUITY FUND CL R6   2023-11-02 2026-01-26
129. CATALYST MILLBURN HEDGE STRATEGY FUND CL I   2024-05-07 2026-01-26
71.948 NEUBERGER LONG SHORT FUND CL INSTL   2024-05-07 2026-01-26
1.482 NEUBERGER LONG SHORT FUND CL INSTL   2023-03-31 2026-01-26
1014.57 NEUBERGER LONG SHORT FUND CL INSTL   2020-10-02 2026-01-26
837.331 ABBEY CAPITAL FUTURES STRATEGY FUND CLASS I   2017-11-20 2026-01-26
210.669 ABBEY CAPITAL FUTURES STRATEGY FUND CLASS I   2023-03-31 2026-01-26
249. ABBEY CAPITAL MULTI ASSET FUND CL I   2025-01-29 2026-01-26
219. ABBEY CAPITAL MULTI ASSET FUND CL I   2023-11-02 2026-01-26
11. QUALCOMM INC   2024-09-24 2026-01-27
2. VISA INC CL A SHRS   2025-05-21 2026-01-27
2. VISA INC CL A SHRS   2023-04-25 2026-01-27
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 10,331   19,000 -8,669
b 25,664   46,987 -21,323
c 33,133   55,000 -21,867
d 18,793   30,000 -11,207
e 74,873   70,000 4,873
77,478   70,000 7,478
65,364   59,233 6,131
111   94 17
444   372 72
555   464 91
222   185 37
446   447 -1
2,231   949 1,282
939   1,187 -248
895   380 515
777   72 705
439   488 -49
702   415 287
58,029   49,566 8,463
70,672   76,630 -5,958
50,106   50,969 -863
166   180 -14
498   508 -10
829   761 68
663   448 215
637   534 103
382   156 226
107   168 -61
107   167 -60
746   1,155 -409
718   828 -110
359   271 88
458   828 -370
366   655 -289
366   537 -171
275   353 -78
92   110 -18
105   163 -58
316   453 -137
369   441 -72
347   358 -11
520   457 63
173   152 21
515   500 15
294   246 48
221   170 51
784   238 546
336   417 -81
224   275 -51
336   370 -34
25,515   28,152 -2,637
24,485   26,792 -2,307
373   491 -118
480   627 -147
926   170 756
909   1,730 -821
303   567 -264
303   546 -243
303   543 -240
560   391 169
560   365 195
560   327 233
169   253 -84
169   253 -84
339   488 -149
339   474 -135
647   641 6
216   34 182
385   207 178
385   202 183
341   471 -130
612   597 15
1,920   126 1,794
367   336 31
367   329 38
873   117 756
692   898 -206
264   310 -46
212   195 17
71   49 22
990   657 333
212   66 146
579   308 271
579   78 501
533   70 463
982   1,489 -507
246   340 -94
491   662 -171
246   318 -72
884   934 -50
221   222 -1
688   916 -228
492   645 -153
443   577 -134
812   90 722
765   404 361
191   96 95
930   415 515
628   654 -26
209   207 2
628   560 68
837   231 606
1,192   760 432
170   101 69
1,760   829 931
1,333   1,708 -375
956   473 483
1,364   72 1,292
494   271 223
494   25 469
567   471 96
166   54 112
683   338 345
562   379 183
42   13 29
74,108   67,316 6,792
8,497   7,500 997
41,503   35,413 6,090
31,746   20,751 10,995
18,254   10,611 7,643
281,196   270,000 11,196
1,904   100 1,804
239   201 38
718   597 121
276   310 -34
829   851 -22
969   796 173
1,129   1,200 -71
251   254 -3
125   117 8
874   70 804
1,124   206 918
963   899 64
319   300 19
1,278   1,173 105
11,190   9,636 1,554
13,810   11,149 2,661
25,000   14,999 10,001
100,184   100,000 184
160   157 3
32   40 -8
3   4 -1
5   8 -3
7   11 -4
28   34 -6
1,077   431 646
3,662   3,450 212
15,153   13,818 1,335
4,785   4,629 156
11,695   10,857 838
2,718   2,539 179
4,785   3,937 848
346   347 -1
1,218   1,214 4
257   252 5
55   53 2
2,887   2,719 168
6,253   5,734 519
4,228   3,714 514
15,595   13,181 2,414
4,106   3,828 278
3,516   2,929 587
6,474   4,296 2,178
9,392   7,135 2,257
5,401   5,084 317
1,446   1,284 162
30   24 6
20,393   16,446 3,947
9,604   9,571 33
2,416   2,391 25
2,958   2,941 17
2,602   2,508 94
1,684   1,846 -162
650   718 -68
650   462 188
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
      35,272
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       -8,669
b       -21,323
c       -21,867
d       -11,207
e       4,873
      7,478
      6,131
      17
      72
      91
      37
      -1
      1,282
      -248
      515
      705
      -49
      287
      8,463
      -5,958
      -863
      -14
      -10
      68
      215
      103
      226
      -61
      -60
      -409
      -110
      88
      -370
      -289
      -171
      -78
      -18
      -58
      -137
      -72
      -11
      63
      21
      15
      48
      51
      546
      -81
      -51
      -34
      -2,637
      -2,307
      -118
      -147
      756
      -821
      -264
      -243
      -240
      169
      195
      233
      -84
      -84
      -149
      -135
      6
      182
      178
      183
      -130
      15
      1,794
      31
      38
      756
      -206
      -46
      17
      22
      333
      146
      271
      501
      463
      -507
      -94
      -171
      -72
      -50
      -1
      -228
      -153
      -134
      722
      361
      95
      515
      -26
      2
      68
      606
      432
      69
      931
      -375
      483
      1,292
      223
      469
      96
      112
      345
      183
      29
      6,792
      997
      6,090
      10,995
      7,643
      11,196
      1,804
      38
      121
      -34
      -22
      173
      -71
      -3
      8
      804
      918
      64
      19
      105
      1,554
      2,661
      10,001
      184
      3
      -8
      -1
      -3
      -4
      -6
      646
      212
      1,335
      156
      838
      179
      848
      -1
      4
      5
      2
      168
      519
      514
      2,414
      278
      587
      2,178
      2,257
      317
      162
      6
      3,947
      33
      25
      17
      94
      -162
      -68
      188
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 78,064
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 1,845
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 1,845
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 1,845
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,012
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 2,012
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 167
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax167 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)
TX
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 addressNONE
14
The books are in care ofBANK OF AMERICA NA Telephone no. (888) 866-3275

Located atPO BOX 653067DALLASTX ZIP+4752653067
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)
 
No
(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
 
 
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
ROBERT L ALLBRITTON PRES/CHAIRMAN
1 		0    
1000 WILSON BLVD SUITE 2700
ARLINGTON,VA22209
CHARLES W HALL VP/TRUSTEE
2 		0    
5615 KIRBY DR SUITE 650
HOUSTON,TX77005
JEANNE LAWVER SEC/TREAS/TRUSTEE
3 		0    
5615 KIRBY DR SUITE 650
HOUSTON,TX77005
KELLY GARLOCK - BOA TRUSTEE
1 		0    
901 MAIN ST 16TH FL
DALLAS,TX75202
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
3,769,642
b
Average of monthly cash balances.......................
1b
74,404
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
3,844,046
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
3,844,046
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
57,661
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,786,385
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
189,319
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
189,319
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,845
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,845
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
187,474
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
187,474
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
187,474
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
189,592
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
189,592
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 7 187,474
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 8,975
e From 2024...... 0
f Total of lines 3a through e ........ 8,975
4Qualifying distributions for 2025 from Part
XI, line 4: $ 189,592
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..... 187,474
e Remaining amount distributed out of corpus 2,118
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 11,093
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		11,093
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 8,975
d Excess from 2024 .... 0
e Excess from 2025 .... 2,118
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).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
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

WESLEYAN UNIVERSITY

237 HIGH STREET
MIDDLETON,CT06459 		N/A   SCHOLARSHIPS 90,000

BAYLOR COLLEGE OF MEDICINE

ONE BAYLOR PLAZA T140
HOUSTON,TX77030 		N/A   SCHOLARSHIPS 90,000
Total ................................. 3a 180,000
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 91,911  
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 78,064  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   169,975  
13Total. Add line 12, columns (b), (d), and (e)..................
13
169,975
(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:
WINIFRED & B A KILLSON EDUCATIONAL FOUNDATION
EIN:
75-2650791
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,250 750   500

TY 2025 InvestmentsCorpStockSchedule
Name:
WINIFRED & B A KILLSON EDUCATIONAL FOUNDATION
EIN:
75-2650791
Name of Stock End of Year Book Value End of Year Fair Market Value
09250J734 BLACKROCK EVENT DRIV 59,189 63,523
128119880 CALAMOS MARKET NEUTR 23,526 25,687
360873137 GOTHAM ABSOLUTE RETU 21,551 25,876
360875579 GOTHAM INDEX PLUS FU 8,571 12,931
62827P816 CATALYST MILLBURN HE 24,176 25,851
64128R608 NEUBERGER BERMAN LON 54,227 77,003
92647P654 VICTORY MARKET NEUTR 14,871 15,180
09260C703 BLACKROCK CREDIT REL 24,185 25,654
00191K104 AQR DIVERSIFIED ARBI 58,485 63,986
09258N703 BLACKROCK GLOBAL EQU 21,272 25,894
27830W108 EATON VANCE GLB MACR 42,292 51,822
46637K265 JPMORGAN HEDGED EQUI 19,540 25,727
74925K367 ABBEY CAPITAL FUTURE 45,191 46,103
74933W882 ABBEY CAPITAL MULTI 24,889 25,659
053484101 AVALONBAY CMMUN INC 2,122 1,599
74340W103 PROLOGIS INC 1,941 2,089
74460D109 PUBLIC STORAGE $0.10 1,447 1,381
95040Q104 WELLTOWER INC 1,096 1,507
166764100 CHEVRON CORP 5,627 8,668
20825C104 CONOCOPHILLIPS 4,281 5,003
30231G102 EXXON MOBIL CORP 6,532 11,878
91913Y100 VALERO ENERGY CORP N 1,679 3,810
G54950103 LINDE PLC NEW 3,133 5,027
053611109 AVERY DENNISON CORP 1,847 2,412
695156109 PACKAGING CORP AMERI 1,400 2,448
G8994E103 TRANE TECHNOLOGIES P 584 4,206
053015103 AUTOMATIC DATA PROC 1,913 4,196
126408103 CSX CORP 2,799 3,247
231021106 CUMMINS INC 1,282 4,631
291011104 EMERSON ELEC CO 3,289 3,527
369550108 GENL DYNAMICS CORP 4,451 5,969
438516106 HONEYWELL INTL INC D 1,090 4,550
452308109 ILLINOIS TOOL WORKS 3,735 3,919
666807102 NORTHROP GRUMMAN COR 2,854 5,538
701094104 PARKER HANNIFIN CORP 1,163 9,358
907818108 UNION PACIFIC CORP 2,246 4,937
94106L109 WASTE MANAGEMENT INC 1,638 4,667
278642103 EBAY INC 1,772 3,010
437076102 HOME DEPOT INC 859 7,117
580135101 MCDONALDS CORP 4,127 6,930
872540109 TJX COS INC NEW 3,225 4,944
02209S103 ALTRIA GROUP INC 4,839 5,083
191216100 COCA COLA COM 4,243 5,611
609207105 MONDELEZ INTERNATION 3,975 4,034
713448108 PEPSICO INC 1,767 2,612
718172109 PHILIP MORRIS INTL I 3,034 3,230
742718109 PROCTER & GAMBLE CO 6,253 9,410
931142103 WALMART INC 3,098 10,484
G5960L103 MEDTRONIC PLC SHS 3,935 5,045
002824100 ABBOTT LABS 4,329 4,591
00287Y109 ABBVIE INC SHS 3,462 7,136
046353108 ASTRAZENECA PLC SPND 3,294 3,525
110122108 BRISTOL-MYERS SQUIBB 2,922 2,973
235851102 DANAHER CORP DEL 3,002 3,064
375558103 GILEAD SCIENCES INC 4,092 5,252
478160104 JOHNSON AND JOHNSON 7,556 17,044
58933Y105 MERCK AND CO INC SHS 2,172 5,293
91324P102 UNITEDHEALTH GROUP I 3,529 4,591
H1467J104 CHUBB LTD 3,683 8,977
025816109 AMER EXPRESS COMPANY 3,092 3,170
064058100 BANK NEW YORK MELLON 4,069 8,754
09290D101 BLACKROCK INC REG SH 1,535 5,595
12572Q105 CME GROUP INC 2,024 6,070
46625H100 JPMORGAN CHASE & CO 2,782 22,024
571748102 MARSH 721 3,952
617446448 MORGAN STANLEY 4,331 8,226
693475105 PNC FINCL SERVICES G 3,878 9,155
92826C839 VISA INC CL A SHRS 2,770 3,862
949746101 WELLS FARGO & CO 5,772 11,130
G1151C101 ACCENTURE PLC SHS 1,506 2,900
G87052109 TE CONNECTIVITY PLC 3,198 4,678
032654105 ANALOG DEVICES INC 5,076 10,570
11135F101 BROADCOM INC 451 8,283
17275R102 CISCO SYSTEMS INC 2,477 8,850
459200101 INTL BUSINESS MACHIN 3,400 8,588
482480100 KLA CORP 653 9,996
512807306 LAM RESH CORP 475 7,938
594918104 MICROSOFT CORP 553 9,466
620076307 MOTOROLA SOLUTIONS I 3,632 3,623
79466L302 SALESFORCE INC 2,868 2,335
882508104 TEXAS INSTRUMENTS 374 2,371
00206R102 AT&T INC 4,410 7,286
02079K305 ALPHABET INC SHS 5,235 9,802
20030N101 COMCAST CORP NEW CL 4,892 5,444
254687106 DISNEY (WALT) CO COM 6,180 6,542
925283103 VERSANT MEDIA GROUP   10
023608102 AMEREN CORP 1,482 2,582
025537101 AMN ELEC POWER CO 1,512 3,354
125896100 CMS ENERGY CORP 404 1,573
233331107 DTE ENERGY COMPANY 701 1,344
29364G103 ENTERGY CORP NEW 3,068 5,178
65339F101 NEXTERA ENERGY INC S 863 2,637
842587107 SOUTHERN COMPANY 3,645 4,644
92939U106 WEC ENERGY GROUP INC 752 2,435
464287226 ISHARES CORE U.S. AG 464,680 475,618
464287465 ISHARES MSCI EAFE 125,772 171,258
464287499 ISHARES RUSSELL MIDC 100,253 200,840
464287655 ISHARES TR RUSSELL 2 201,487 228,492
78463V107 SPDR GOLD TRUST 145,448 244,723
92203J407 VANGUARD TOTAL INTER 108,317 106,854
922042858 VANGUARD FTSE EMERGI 157,123 163,763
922908363 VANGUARD 500 INDEX F 301,697 445,354
47103D405 JANUS HENDERSON ENTE 63,297 80,766
47803W703 JOHN HANCOCK DISCIPL 40,811 84,534
543487110 LOOMIS SAYLES GROWTH 230,535 353,778
693390882 PIMCO INTERNATIONAL 62,038 57,995
72201F490 PIMCO INCOME FUND IN 280,000 280,510

TY 2025 LegalFeesSchedule
Name:
WINIFRED & B A KILLSON EDUCATIONAL FOUNDATION
EIN:
75-2650791
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NORTON ROSE FULBRIGHT LLP 9,092     9,092


TY 2025 OtherDecreasesSchedule
Name:
WINIFRED & B A KILLSON EDUCATIONAL FOUNDATION
EIN:
75-2650791
Description Amount
ROC ADJUSTMENT 22
ROUNDING 24


TY 2025 OtherExpensesSchedule
Name:
WINIFRED & B A KILLSON EDUCATIONAL FOUNDATION
EIN:
75-2650791
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER INVESTMENT FEE   0   0
INVESTMENT ADVISORY FEES 1,139 1,139   0


TY 2025 OtherIncreasesSchedule
Name:
WINIFRED & B A KILLSON EDUCATIONAL FOUNDATION
EIN:
75-2650791
Description Amount
Y/E SALES ADJUSTMENT 254


TY 2025 OtherProfessionalFeesSchedule
Name:
WINIFRED & B A KILLSON EDUCATIONAL FOUNDATION
EIN:
75-2650791
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MGMT FEES 34,555 34,555    


TY 2025 TaxesSchedule
Name:
WINIFRED & B A KILLSON EDUCATIONAL FOUNDATION
EIN:
75-2650791
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX - PRIOR YEAR 1,108 0   0
FEDERAL ESTIMATES - PRINCIPAL 2,012 0   0
FOREIGN TAXES ON QUALIFIED FOR 461 461   0
FOREIGN TAXES ON NONQUALIFIED 317 317   0