TY 2025 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2025

Open to Public Inspection

For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25

Name of foundation
THE STUART FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address) 107 HICKORY CREEK DRIVE
Room/suite

City or town
BRANDON

State or province
FL

Country

ZIP or foreign postal code
33511

A Employer identification number

20-3218089

B Telephone number (see instructions)

4074209005

C If exemption application is pending, check here

G Check all that apply: Initial returnInitial return of a former public charity

Address change Name change

D 1. Foreign organizations, check here.............

2. Foreign organizations meeting the 85%
test, check here and attach computation ...

E If private foundation status was terminated
under section 507(b)(1)(A), check here .......

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,148,665J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .................
3	Interest on savings and temporary cash investments	11,113		11,113
4	Dividends and interest from securities...	11,446		11,446
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		151,971
b	Gross sales price for all assets on line 6a 3,703,661
7	Capital gain net income (from Part IV, line 2)...			151,971
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	174,530		174,530
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	1,895	1,895
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	3,563	3,563
17	Interest...............
18	Taxes (attach schedule) (see instructions)...
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	5,458		5,458	0
25	Contributions, gifts, grants paid.......	120,000			120,000
26	Total expenses and disbursements. Add lines 24 and 25 ................	125,458		5,458	120,000
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	49,072
b	Net investment income (if negative, enter -0-)			169,072
c	Adjusted net income (if negative, enter -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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	85,824	102,994	102,994
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	90,077
	b	Investments—corporate stock (attach schedule).......	771,525	List of Attached Documents: // Content 1,013,504	1,045,671
	c	Investments—corporate bonds (attach schedule).......	120,000
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,067,426	1,116,498	1,148,665
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	1,067,426	1,116,498
	29	Total net assets or fund balances (see instructions).....	1,067,426	1,116,498
	30	Total liabilities and net assets/fund balances (see instructions).	1,067,426	1,116,498

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

1,067,426

Enter amount from Part I, line 27a .....................

49,072

Other increases not included in line 2 (itemize)

Add lines 1, 2, and 3 ..........................

1,116,498

Decreases not included in line 2 (itemize)

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..

1,116,498

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	COMFORT SYS USA INC	P	2025-11-20	2025-12-17
b	GLOBALSTAR INC	P	2025-10-23	2025-12-16
c	COMFORT SYS USA INC	P	2025-11-20	2025-12-12
d	BNY MELLON US LARGE CAP CR EQ ETF	P	2025-06-24	2025-11-20
e	INVESCO QQQ TR	P	2025-06-10	2025-11-14
	GLOBALSTAR INC	P	2025-10-08	2025-10-22
	ROCKET COMPANIES CLA A	P	2025-08-13	2025-10-02
	FIRST TRUST ISE WATER INDEX ETF	P	2025-04-09	2025-09-15
	INVESCO QQQ TR	P	2025-05-22	2025-09-02
	CONSTRUCTION PARTNER A	P	2025-04-09	2025-08-15
	GE VERNOVA INC	P	2025-04-09	2025-07-22
	GRAINGER W W INC	P	2025-04-14	2025-06-26
	CHENIERE ENERGY INC	P	2025-04-22	2025-06-09
	WASTE MGMT INC DEL	P	2023-01-06	2025-05-14
	BNY MELLON US LARGE CAP CR EQ ETF	P	2025-04-07	2025-04-21
	SPDR S&P 500 ETF	P	2025-03-25	2025-04-09
	MASTERCARD INC A	P	2025-03-14	2025-04-04
	FIRST TRUST DOW 30 EQUAL WEIGHT ETF	P	2025-02-13	2025-04-03
	AMAZON.COM INC	P	2023-11-15	2025-03-28
	ALPHABET INC A	P	2025-01-06	2025-03-13
	JPMORGAN CHASE & CO	P	2025-01-28	2025-03-10
	COSTCO WHSL CORP NEW	P	2023-11-10	2025-03-07
	TEXAS PACIFIC LAND C	P	2025-02-04	2025-03-06
	AMAZON.COM INC	P	2023-05-17	2025-03-03
	CONSTRUCTION PARTNER A	P	2024-11-05	2025-02-24
	SERVICENOW INC	P	2024-08-06	2025-01-30
	ALPHABET INC A	P	2025-09-08	2025-12-17
	JPMORGAN CHASE BANK, OH 4.35% CD 06/	P	2025-03-10	2025-12-15
	INVESCO QQQ TR	P	2025-09-29	2025-12-12
	BNY MELLON US LARGE CAP CR EQ ETF	P	2025-06-06	2025-11-20
	INVESCO QQQ TR	P	2025-06-10	2025-11-14
	GLOBALSTAR INC	P	2025-10-06	2025-10-22
	COSTCO WHSL CORP NEW	P	2025-04-17	2025-10-01
	FIRST TRUST ISE WATER INDEX ETF	P	2025-04-08	2025-09-15
	VANGUARD INFORMATION TECHNOLOGY ETF	P	2025-07-02	2025-09-02
	US TREASURY 4% 02/29/2028	P	2025-03-06	2025-08-08
	CONSTRUCTION PARTNER A	P	2025-04-09	2025-07-22
	US TREASURY 4% 12/15/2025	P	2025-03-10	2025-06-25
	CARLISLE COS INC	P	2025-05-27	2025-06-02
	WASTE MGMT INC DEL	P	2023-01-06	2025-05-14
	FIRST TRUST WATER ETF	P	2025-04-08	2025-04-21
	T-MOBILE US INC	P	2024-08-21	2025-04-09
	MASTERCARD INC A	P	2025-03-12	2025-04-04
	MASTERCARD INC A	P	2025-03-12	2025-04-03
	SPDR S&P 500 ETF	P	2024-10-04	2025-03-28
	ALPHABET INC A	P	2024-12-23	2025-03-13
	JPMORGAN CHASE & CO	P	2024-11-11	2025-03-10
	GE AEROSPACE	P	2024-05-06	2025-03-07
	TEXAS PACIFIC LAND C	P	2025-01-31	2025-03-06
	NVIDIA CORP	P	2024-08-13	2025-03-03
	CONSTRUCTION PARTNER A	P	2024-11-01	2025-02-24
	FLUOR CORP NEW	P	2024-10-11	2025-01-27
	GLOBALSTAR INC	P	2025-12-03	2025-12-17
	US TREASURY 4% 12/15/2025	P	2025-03-10	2025-12-15
	INVESCO QQQ TR	P	2025-08-11	2025-12-12
	BNY MELLON US LARGE CAP CR EQ ETF	P	2025-05-09	2025-11-20
	BROADCOM INC	P	2025-05-02	2025-11-13
	PRIMORIS SVCS CORP	P	2025-06-06	2025-10-22
	COSTCO WHSL CORP NEW	P	2025-04-01	2025-10-01
	VANGUARD FINANCIALS ETF	P	2025-04-22	2025-09-15
	VANGUARD INFORMATION TECHNOLOGY ETF	P	2025-06-30	2025-09-02
	AMAZON.COM INC	P	2025-04-08	2025-08-01
	HOME DEPOT INC	P	2025-04-17	2025-07-15
	VANGUARD ENERGY ETF	P	2025-04-16	2025-06-24
	OWENS CORNING NEW	P	2025-04-24	2025-05-23
	OWENS CORNING NEW	P	2025-04-23	2025-05-07
	MASTERCARD INC A	P	2025-03-14	2025-04-21
	T-MOBILE US INC	P	2024-08-16	2025-04-09
	PROGRESSIVE CORP OH	P	2024-01-18	2025-04-04
	META PLATFORMS INC A	P	2025-03-12	2025-04-03
	SPDR S&P 500 ETF	P	2024-08-21	2025-03-28
	ALPHABET INC A	P	2024-12-19	2025-03-13
	JPMORGAN CHASE & CO	P	2024-10-09	2025-03-10
	WALMART INC	P	2024-11-19	2025-03-07
	TRANE TECHNOLOGIES P	P	2023-12-11	2025-03-06
	NVIDIA CORP	P	2024-08-06	2025-03-03
	SPDR S&P 500 ETF	P	2024-07-05	2025-02-24
	FLUOR CORP NEW	P	2024-10-09	2025-01-27
	GLOBALSTAR INC	P	2025-11-26	2025-12-17
	GLOBALSTAR INC	P	2025-10-23	2025-12-15
	INVESCO QQQ TR	P	2025-08-04	2025-12-12
	BNY MELLON US LARGE CAP CR EQ ETF	P	2025-05-01	2025-11-20
	PRIMORIS SVCS CORP	P	2025-06-06	2025-11-13
	PRIMORIS SVCS CORP	P	2025-05-27	2025-10-22
	COSTCO WHSL CORP NEW	P	2024-10-04	2025-10-01
	VANGUARD FINANCIALS ETF	P	2025-04-15	2025-09-15
	VANGUARD INFORMATION TECHNOLOGY ETF	P	2025-06-25	2025-09-02
	AMAZON.COM INC	P	2025-03-11	2025-08-01
	HOME DEPOT INC	P	2025-04-15	2025-07-15
	VANGUARD ENERGY ETF	P	2025-04-11	2025-06-23
	OWENS CORNING NEW	P	2025-04-23	2025-05-23
	AMAZON.COM INC	P	2025-03-11	2025-04-30
	VANGUARD ENERGY ETF	P	2025-04-11	2025-04-21
	TOPBUILD CORP	P	2025-02-18	2025-04-07
	INVESCO QQQ TRUST	P	2025-04-02	2025-04-04
	NETFLIX INC	P	2025-03-24	2025-04-03
	SPDR S&P 500 ETF	P	2024-08-13	2025-03-28
	ALPHABET INC A	P	2024-12-16	2025-03-13
	JPMORGAN CHASE & CO	P	2024-10-04	2025-03-10
	AMAZON.COM INC	P	2023-11-15	2025-03-06
	VISA INC A	P	2023-12-18	2025-03-06
	INVSC QQQ TRUST SRS 1 ETF	P	2024-10-25	2025-02-28
	SALESFORCE INC	P	2025-01-28	2025-02-12
	FLUOR CORP NEW	P	2024-10-04	2025-01-27
	NVIDIA CORP	P	2025-11-20	2025-12-17
	INVESCO QQQ TR	P	2025-10-01	2025-12-15
	VANGUARD INFORMATION TECHNOLOGY ETF	P	2025-07-17	2025-12-12
	BNY MELLON US LARGE CAP CR EQ ETF	P	2025-04-14	2025-11-20
	CONSTRUCTION PARTNER A	P	2025-05-09	2025-11-13
	PRIMORIS SVCS CORP	P	2025-05-21	2025-10-21
	META PLATFORMS INC A	P	2025-05-01	2025-10-01
	TRANE TECHNOLOGIES P	P	2025-04-22	2025-09-12
	VANGUARD INFORMATION TECHNOLOGY ETF	P	2025-06-24	2025-09-02
	BNY MELLON US LARGE CAP CR EQ ETF	P	2025-04-11	2025-08-01
	MASTERCARD INC A	P	2025-04-14	2025-07-11
	MASTERCARD INC A	P	2025-04-08	2025-06-18
	TJX COS INC NEW	P	2025-05-08	2025-05-23
	AMAZON.COM INC	P	2025-02-06	2025-04-30
	COSTCO WHSL CORP NEW	P	2023-11-22	2025-04-11
	BERKSHIRE HATHAWAY B	P	2023-11-01	2025-04-07
	SPDR S&P 500 ETF	P	2025-03-25	2025-04-04
	NETFLIX INC	P	2025-03-17	2025-04-03
	BROADCOM INC	P	2025-03-11	2025-03-27
	ALPHABET INC A	P	2024-12-11	2025-03-13
	SPDR S&P 500 ETF	P	2024-07-31	2025-03-10
	AMAZON.COM INC	P	2023-05-26	2025-03-06
	VISA INC A	P	2023-11-22	2025-03-06
	AMAZON.COM INC	P	2023-05-17	2025-02-25
	EATON CORP PLC	P	2025-01-06	2025-02-12
	INVSC QQQ TRUST SRS 1 ETF	P	2024-09-26	2025-01-27
	NVIDIA CORP	P	2025-11-19	2025-12-17
	INVESCO QQQ TR	P	2025-09-29	2025-12-15
	VANGUARD INFORMATION TECHNOLOGY ETF	P	2025-07-15	2025-12-12
	AMAZON.COM INC	P	2025-04-09	2025-11-18
	CONSTRUCTION PARTNER A	P	2025-05-01	2025-11-13
	MASTERCARD INC A	P	2025-07-31	2025-10-16
	BANK OF AMERICA, NTN NC 5.05% CD 09/	P	2024-03-22	2025-09-29
	L3HARRIS TECHNOLOGIE	P	2025-08-05	2025-09-08
	VANGUARD INFORMATION TECHNOLOGY ETF	P	2025-06-02	2025-09-02
	BNY MELLON US LARGE CAP CR EQ ETF	P	2025-04-09	2025-08-01
	MASTERCARD INC A	P	2025-04-11	2025-07-11
	MASTERCARD INC A	P	2025-03-19	2025-06-18
	TJX COS INC NEW	P	2025-04-23	2025-05-23
	BNY MELLON US LARGE CAP CR EQ ETF	P	2025-04-09	2025-04-30
	TOPBUILD CORP	P	2025-03-14	2025-04-09
	BERKSHIRE HATHAWAY B	P	2023-10-30	2025-04-07
	T-MOBILE US INC	P	2024-08-16	2025-04-04
	INVSC SP 500 EQUAL WEIGHT TECH ETF	P	2025-03-24	2025-04-03
	BROADCOM INC	P	2025-03-07	2025-03-27
	ISHARES US MEDICAL DEVICES ETF	P	2025-03-03	2025-03-13
	SPDR S&P 500 ETF	P	2024-07-10	2025-03-10
	JPMORGAN CHASE & CO	P	2024-08-13	2025-03-06
	TEXAS PACIFIC LAND C	P	2025-01-31	2025-03-05
	ALPHABET INC A	P	2024-12-11	2025-02-25
	BLACKROCK INC NEW	P	2024-11-11	2025-02-06
	INVSC QQQ TRUST SRS 1 ETF	P	2024-09-11	2025-01-27
	INVESCO QQQ TR	P	2025-10-15	2025-12-17
	VANGUARD INFORMATION TECHNOLOGY ETF	P	2025-10-10	2025-12-15
	GE AEROSPACE	P	2024-08-06	2025-12-05
	AMAZON.COM INC	P	2025-04-08	2025-11-18
	VANGUARD INFORMATION TECHNOLOGY ETF	P	2025-07-15	2025-11-13
	MASTERCARD INC A	P	2025-07-31	2025-10-16
	GE VERNOVA INC	P	2025-08-26	2025-09-25
	L3HARRIS TECHNOLOGIE	P	2025-07-24	2025-09-08
	PRIMORIS SVCS CORP	P	2025-05-21	2025-08-20
	VANGUARD FINANCIALS ETF	P	2025-04-15	2025-08-01
	MASTERCARD INC A	P	2025-04-08	2025-07-11
	MASTERCARD INC A	P	2025-03-14	2025-06-18
	US TREASURY 3.5% 01/31/2028	P	2025-04-04	2025-05-22
	BNY MELLON US LARGE CAP CR EQ ETF	P	2025-04-08	2025-04-30
	TOPBUILD CORP	P	2025-03-12	2025-04-09
	FIRST TRUST DOW 30 EQUAL WEIGHT ETF	P	2025-03-07	2025-04-07
	ENERGY SELECT SECTOR SPDR ETF	P	2025-04-01	2025-04-04
	SPDR S&P 500 ETF	P	2025-03-25	2025-04-03
	BROADCOM INC	P	2025-03-05	2025-03-27
	ISHARES US MEDICAL DEVICES ETF	P	2025-02-05	2025-03-13
	SPDR S&P 500 ETF	P	2024-07-05	2025-03-10
	JPMORGAN CHASE & CO	P	2024-07-02	2025-03-06
	GOLDMAN SACHS GROUP	P	2025-02-06	2025-03-04
	MICROSOFT CORP	P	2023-11-02	2025-02-24
	BLACKROCK INC NEW	P	2024-10-15	2025-02-06
	INVSC QQQ TRUST SRS 1 ETF	P	2024-08-21	2025-01-27
	INVESCO QQQ TR	P	2025-10-01	2025-12-17
	VANGUARD INFORMATION TECHNOLOGY ETF	P	2025-08-26	2025-12-15
	GE AEROSPACE	P	2024-07-26	2025-12-05
	INVESCO QQQ TR	P	2025-08-04	2025-11-18
	VANGUARD INFORMATION TECHNOLOGY ETF	P	2025-07-02	2025-11-13
	MASTERCARD INC A	P	2025-04-14	2025-10-16
	GE VERNOVA INC	P	2025-05-01	2025-09-25
	GE VERNOVA INC	P	2025-04-09	2025-09-02
	INVESCO QQQ TR	P	2025-05-22	2025-08-20
	VANGUARD FINANCIALS ETF	P	2025-04-08	2025-08-01
	PROGRESSIVE CORP OH	P	2025-04-14	2025-07-11
	PROGRESSIVE CORP OH	P	2024-02-15	2025-06-18
	US TREASURY 3.5% 01/31/2028	P	2025-04-04	2025-05-20
	INVESCO QQQ TRUST	P	2025-04-23	2025-04-30
	TOPBUILD CORP	P	2025-02-18	2025-04-09
	FIRST TRUST DOW 30 EQUAL WEIGHT ETF	P	2025-03-06	2025-04-07
	ENERGY SELECT SECTOR SPDR ETF	P	2025-03-26	2025-04-04
	WALMART INC	P	2025-03-24	2025-04-03
	WALMART INC	P	2025-01-30	2025-03-25
	SPDR S&P 500 ETF	P	2024-08-13	2025-03-13
	TRANE TECHNOLOGIES P	P	2023-12-18	2025-03-10
	JPMORGAN CHASE & CO	P	2024-03-18	2025-03-06
	SERVICENOW INC	P	2024-10-04	2025-03-04
	MICROSOFT CORP	P	2023-07-14	2025-02-24
	BLACKROCK INC NEW	P	2024-09-09	2025-02-06
	INVSC QQQ TRUST SRS 1 ETF	P	2024-08-13	2025-01-27
	CONSTRUCTION PARTNER A	P	2025-08-26	2025-12-17
	VANGUARD INFORMATION TECHNOLOGY ETF	P	2025-07-17	2025-12-15
	PRIMORIS SVCS CORP	P	2025-11-24	2025-12-05
	INVESCO QQQ TR	P	2025-08-04	2025-11-18
	BNY MELLON US LARGE CAP CR EQ ETF	P	2025-04-14	2025-11-07
	CONSTRUCTION PARTNER A	P	2025-04-09	2025-10-16
	GE VERNOVA INC	P	2025-04-09	2025-09-25
	QUANTA SVCS INC	P	2025-08-13	2025-09-02
	INVESCO QQQ TR	P	2025-05-08	2025-08-20
	US TREASURY 4.75% 07/31/2025	P	2024-03-06	2025-07-31
	PROGRESSIVE CORP OH	P	2024-06-04	2025-07-11
	PROGRESSIVE CORP OH	P	2024-01-29	2025-06-18
	BERKSHIRE HATHAWAY B	P	2025-05-07	2025-05-14
	T-MOBILE US INC	P	2024-08-27	2025-04-25
	VANGUARD TOTAL BOND MARKET ETF	P	2025-04-04	2025-04-09
	FIRST TRUST DOW 30 EQUAL WEIGHT ETF	P	2025-03-05	2025-04-07
	AMAZON.COM INC	P	2025-02-06	2025-04-03
	WALMART INC	P	2025-02-04	2025-04-03
	WALMART INC	P	2024-12-04	2025-03-25
	SPDR S&P 500 ETF	P	2024-07-31	2025-03-13
	TRANE TECHNOLOGIES P	P	2023-12-11	2025-03-10
	INVSC QQQ TRUST SRS 1 ETF	P	2025-01-03	2025-03-06
	SERVICENOW INC	P	2024-08-14	2025-03-04
	NVIDIA CORP	P	2024-08-06	2025-02-24
	BLACKROCK INC NEW	P	2024-08-06	2025-02-06
	INVSC QQQ TRUST SRS 1 ETF	P	2024-08-13	2025-01-27
	CONSTRUCTION PARTNER A	P	2025-08-22	2025-12-17
	AMPHENOL CORP NEW CLASS A	P	2025-11-24	2025-12-12
	PRIMORIS SVCS CORP	P	2025-11-19	2025-12-05
	GOLDMAN SACHS GROUP	P	2025-06-18	2025-11-17
	BNY MELLON US LARGE CAP CR EQ ETF	P	2025-04-11	2025-11-07
	BMO BANK NTNL ASSOCI IL 5.35% CD 10/	P	2023-10-10	2025-10-14
	SPDR S&P HOMEBUILDERS ETF	P	2025-08-20	2025-09-25
	QUANTA SVCS INC	P	2025-06-23	2025-09-02
	INVESCO QQQ TR	P	2025-04-25	2025-08-20
	CARLISLE COS INC	P	2025-07-23	2025-07-31
	PROGRESSIVE CORP OH	P	2024-03-06	2025-07-11
	COSTCO WHSL CORP NEW	P	2024-10-04	2025-06-17
	BERKSHIRE HATHAWAY B	P	2025-02-28	2025-05-14
	T-MOBILE US INC	P	2024-08-21	2025-04-25
	GLDMN SCH EQL WGHT US LRG CAP EQ ETF	P	2025-03-19	2025-04-09
	FIRST TRUST DOW 30 EQUAL WEIGHT ETF	P	2025-02-27	2025-04-07
	AMAZON.COM INC	P	2024-06-27	2025-04-03
	WALMART INC	P	2025-01-30	2025-04-03
	PINNACLE BANK TN 5.3% CD 03/24/2025	P	2023-03-10	2025-03-24
	WALMART INC	P	2024-11-29	2025-03-13
	VISA INC A	P	2025-02-13	2025-03-10
	INVSC QQQ TRUST SRS 1 ETF	P	2025-01-03	2025-03-06
	SERVICENOW INC	P	2024-08-06	2025-03-04
	INVSC QQQ TRUST SRS 1 ETF	P	2024-10-18	2025-02-24
	TEXAS ROADHOUSE INC A	P	2024-11-29	2025-02-06
	CONSTRUCTION PARTNER A	P	2024-11-01	2025-01-23
	CONSTRUCTION PARTNER A	P	2025-05-09	2025-12-17
	AMPHENOL CORP NEW CLASS A	P	2025-11-20	2025-12-12
	PRIMORIS SVCS CORP	P	2025-09-19	2025-12-05
	GLOBALSTAR INC	P	2025-10-23	2025-11-17
	O REILLY AUTOMOTIVE	P	2025-02-13	2025-10-29
	META PLATFORMS INC A	P	2025-05-01	2025-10-10
	US TREASURY 4% 02/29/2028	P	2025-03-06	2025-09-22
	QUANTA SVCS INC	P	2025-06-20	2025-09-02
	BROADCOM INC	P	2025-05-02	2025-08-19
	CARLISLE COS INC	P	2025-07-17	2025-07-31
	PROGRESSIVE CORP OH	P	2024-02-15	2025-07-11
	T-MOBILE US INC	P	2025-05-16	2025-06-17
	BERKSHIRE HATHAWAY B	P	2023-12-21	2025-05-14
	T-MOBILE US INC	P	2025-04-17	2025-04-25
	GLDMN SCH EQL WGHT US LRG CAP EQ ETF	P	2025-03-17	2025-04-09
	FIRST TRUST DOW 30 EQUAL WEIGHT ETF	P	2025-02-27	2025-04-04
	BEACON ROOFING SUPPL	P	2024-03-20	2025-04-03
	INVSC SP 500 EQUAL WEIGHT TECH ETF	P	2025-03-24	2025-03-31
	PROGRESSIVE CORP OH	P	2024-01-18	2025-03-19
	FIRST TRUST NASDAQ CYBRSCRTY ETF	P	2025-02-13	2025-03-10
	VISA INC A	P	2025-01-30	2025-03-10
	INVSC QQQ TRUST SRS 1 ETF	P	2024-12-24	2025-03-06
	NVIDIA CORP	P	2024-10-14	2025-03-04
	INVSC QQQ TRUST SRS 1 ETF	P	2024-10-09	2025-02-24
	TEXAS ROADHOUSE INC A	P	2024-11-13	2025-02-06
	CHENIERE ENERGY INC	P	2025-01-06	2025-01-22
	TEMA ELECTRIFICATION ETF	P	2025-10-24	2025-12-17
	BROADCOM INC	P	2025-05-13	2025-12-12
	PRIMORIS SVCS CORP	P	2025-06-16	2025-12-05
	VANGUARD FINANCIALS ETF	P	2025-04-22	2025-11-17
	O REILLY AUTOMOTIVE	P	2025-02-04	2025-10-29
	MUELLER INDS INC	P	2025-09-23	2025-10-09
	ISHARES US HOME CONSTRUCT ETF	P	2025-09-05	2025-09-16
	INVESCO QQQ TR	P	2025-06-10	2025-09-02
	GE VERNOVA INC	P	2025-04-09	2025-08-19
	CARLISLE COS INC	P	2025-07-09	2025-07-31
	US TREASURY 3.5% 01/31/2028	P	2025-04-04	2025-07-10
	GE AEROSPACE	P	2024-07-26	2025-06-10
	BERKSHIRE HATHAWAY B	P	2023-11-01	2025-05-14
	T-MOBILE US INC	P	2024-08-27	2025-04-25
	GLDMN SCH EQL WGHT US LRG CAP EQ ETF	P	2025-03-14	2025-04-09
	FIRST TRUST DOW 30 EQUAL WEIGHT ETF	P	2025-02-24	2025-04-04
	BEACON ROOFING SUPPL	P	2023-11-10	2025-04-03
	SPDR S&P 500 ETF	P	2025-03-19	2025-03-31
	WILLIAMS SONOMA INC	P	2025-03-12	2025-03-19
	FIRST TRUST NASDAQ CYBRSCRTY ETF	P	2025-02-27	2025-03-10
	VISA INC A	P	2025-01-28	2025-03-10
	INVSC QQQ TRUST SRS 1 ETF	P	2024-12-23	2025-03-06
	NVIDIA CORP	P	2024-08-13	2025-03-04
	INVSC QQQ TRUST SRS 1 ETF	P	2024-10-04	2025-02-24
	BLACKROCK INC NEW	P	2024-08-06	2025-02-04
	TEMA ELECTRIFICATION ETF	P	2025-10-23	2025-12-17
	BROADCOM INC	P	2025-05-08	2025-12-12
	MICROSOFT CORP	P	2025-09-03	2025-12-03
	VANGUARD INFORMATION TECHNOLOGY ETF	P	2025-07-15	2025-11-17
	EATON CORP PLC	P	2025-09-23	2025-10-22
	MUELLER INDS INC	P	2025-09-22	2025-10-09
	ISHARES US HOME CONSTRUCT ETF	P	2025-08-22	2025-09-16
	INVESCO QQQ TR	P	2025-06-02	2025-09-02
	INVESCO QQQ TR	P	2025-04-25	2025-08-19
	CARLISLE COS INC	P	2025-05-27	2025-07-31
	WASTE MGMT INC DEL	P	2023-01-06	2025-07-02
	GE AEROSPACE	P	2024-05-06	2025-06-10
	PUBLIC STORAGE REIT	P	2025-05-02	2025-05-14
	AMAZON.COM INC	P	2025-02-06	2025-04-21
	GLDMN SCH EQL WGHT US LRG CAP EQ ETF	P	2025-03-14	2025-04-09
	GLDMN SCH EQL WGHT US LRG CAP EQ ETF	P	2025-03-14	2025-04-04
	BEACON ROOFING SUPPL	P	2023-06-02	2025-04-03
	SPDR S&P 500 ETF	P	2024-10-04	2025-03-31
	COSTCO WHSL CORP NEW	P	2023-11-22	2025-03-13
	FIRST TRUST NASDAQ CYBRSCRTY ETF	P	2025-02-13	2025-03-10
	VISA INC A	P	2024-10-16	2025-03-10
	INVSC QQQ TRUST SRS 1 ETF	P	2024-12-23	2025-03-06
	INVSC QQQ TRUST SRS 1 ETF	P	2024-12-23	2025-03-04
	INVSC QQQ TRUST SRS 1 ETF	P	2024-09-26	2025-02-24
	US TREASURY VAR 01/31/2025	P	2023-09-27	2025-01-31
	TEMA ELECTRIFICATION ETF	P	2025-10-20	2025-12-17
	BNY MELLON US LARGE CAP CR EQ ETF	P	2025-09-03	2025-12-12
	NVIDIA CORP	P	2025-11-19	2025-11-25
	INVESCO QQQ TR	P	2025-08-04	2025-11-14
	EATON CORP PLC	P	2025-09-19	2025-10-22
	CONSTRUCTION PARTNER A	P	2025-04-09	2025-10-06
	VANGUARD TOTAL BOND MARKET ETF	P	2025-06-27	2025-09-15
	INVESCO QQQ TR	P	2025-05-28	2025-09-02
	INVESCO QQQ TR	P	2025-04-23	2025-08-19
	US TREASURY 4% 12/15/2025	P	2025-03-10	2025-07-24
	US TREASURY 4% 12/15/2025	P	2025-03-10	2025-06-27
	GE VERNOVA INC	P	2025-04-09	2025-06-10
	CONSTRUCTION PARTNER A	P	2025-04-09	2025-05-14
	BNY MELLON US LARGE CAP CR EQ ETF	P	2025-04-07	2025-04-21
	ISHARES PREFERRED INCOME SEC ETF	P	2025-03-03	2025-04-09
	CHENIERE ENERGY INC	P	2025-03-25	2025-04-04
	BEACON ROOFING SUPPL	P	2023-05-01	2025-04-03
	AMAZON.COM INC	P	2024-06-27	2025-03-28
	COSTCO WHSL CORP NEW	P	2023-11-10	2025-03-13
	COSTCO WHSL CORP NEW	P	2023-11-10	2025-03-10
	DUTCH BROS INC A	P	2025-02-28	2025-03-07
	INVSC SP 500 EQUAL WEIGHT TECH ETF	P	2025-02-10	2025-03-06
	INVSC QQQ TRUST SRS 1 ETF	P	2024-10-29	2025-03-04
	CONSTRUCTION PARTNER A	P	2024-11-21	2025-02-24
	MICROSOFT CORP	P	2023-07-14	2025-01-30
	GLOBALSTAR INC	P	2025-11-12	2025-12-16
	BNY MELLON US LARGE CAP CR EQ ETF	P	2025-09-03	2025-12-12
	BNY MELLON US LARGE CAP CR EQ ETF	P	2025-09-03	2025-11-20
	INVESCO QQQ TR	P	2025-06-25	2025-11-14
	GLOBALSTAR INC	P	2025-10-09	2025-10-22
	ROCKET COMPANIES CLA A	P	2025-09-05	2025-10-02
	VANGUARD TOTAL BOND MARKET ETF	P	2025-06-23	2025-09-15
	INVESCO QQQ TR	P	2025-05-27	2025-09-02
	VANGUARD INFORMATION TECHNOLOGY ETF	P	2025-06-02	2025-08-19
	APOLLO GLOBAL MGMT I	P	2025-07-17	2025-07-22
	GRAINGER W W INC	P	2025-04-17	2025-06-26
	BOSTON SCIENTIFIC CO	P	2025-04-08	2025-06-09
	CONSTRUCTION PARTNER A	P	2025-04-09	2025-05-14
	BNY MELLON US LARGE CAP CR EQ ETF	P	2025-04-08	2025-04-21
	ISHARES PREFERRED INCOME SEC ETF	P	2025-02-28	2025-04-09
	CHENIERE ENERGY INC	P	2025-03-20	2025-04-04
	FIRST TRUST DOW 30 EQUAL WEIGHT ETF	P	2025-02-24	2025-04-03
	AMAZON.COM INC	P	2024-04-11	2025-03-28
	ALPHABET INC A	P	2025-01-28	2025-03-13
	ALPHABET INC A	P	2024-12-11	2025-03-10
	DUTCH BROS INC A	P	2025-02-27	2025-03-07
	TEXAS PACIFIC LAND C	P	2025-02-28	2025-03-06
	AMAZON.COM INC	P	2023-05-26	2025-03-03
	CONSTRUCTION PARTNER A	P	2024-11-07	2025-02-24
	MICROSOFT CORP	P	2023-03-03	2025-01-30

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	15,387	16,320	-933
b	9,794	6,749	3,045
c	7,382	7,680	-298
d	4,394	4,066	328
e	597	532	65
	4,102	4,567	-465
	10,921	11,403	-482
	5,606	4,800	806
	5,608	5,164	444
	5,387	3,800	1,587
	10,758	6,300	4,458
	15,200	14,829	371
	20,799	20,970	-171
	11,159	7,887	3,272
	2,429	2,422	7
	9,979	11,512	-1,533
	1,030	1,049	-19
	12,216	13,339	-1,123
	973	735	238
	4,079	4,899	-820
	5,854	6,644	-790
	14,580	8,640	5,940
	6,469	6,775	-306
	1,041	577	464
	3,526	4,093	-567
	13,200	10,426	2,774
	7,791	6,172	1,619
	50,000	50,000
	3,672	3,607	65
	6,277	5,747	530
	17,924	16,001	1,923
	12,306	13,220	-914
	4,561	4,967	-406
	16,816	14,100	2,716
	9,541	9,277	264
	10,063	9,999	64
	7,532	5,700	1,832
	14,990	14,991	-1
	5,543	6,000	-457
	7,754	5,521	2,233
	7,093	7,050	43
	2,419	1,966	453
	5,152	5,317	-165
	13,330	13,293	37
	2,777	2,848	-71
	6,527	7,749	-1,222
	5,854	6,034	-180
	9,501	8,319	1,182
	12,939	13,139	-200
	1,176	1,130	46
	8,814	10,046	-1,232
	5,790	6,357	-567
	5,724	6,466	-742
	25,000	24,984	16
	15,299	14,385	914
	6,277	5,426	851
	13,412	8,078	5,334
	6,467	3,780	2,687
	10,945	11,430	-485
	13,148	11,279	1,869
	6,815	6,601	214
	9,829	8,229	1,600
	3,647	3,573	74
	14,999	13,925	1,074
	4,600	4,951	-351
	9,855	10,650	-795
	5,082	5,247	-165
	3,628	2,947	681
	13,349	8,475	4,874
	18,986	22,038	-3,052
	13,884	13,992	-108
	4,079	4,801	-722
	9,367	8,564	803
	9,196	8,689	507
	16,975	11,871	5,104
	2,940	2,619	321
	14,973	13,796	1,177
	4,632	5,070	-438
	5,724	6,203	-479
	3,495	2,250	1,245
	8,568	7,886	682
	5,021	4,288	733
	5,839	3,780	2,059
	3,234	1,808	1,426
	2,736	2,643	93
	13,148	11,380	1,768
	6,815	6,518	297
	1,092	994	98
	18,234	17,973	261
	15,361	13,654	1,707
	11,829	12,780	-951
	8,066	8,949	-883
	8,246	8,192	54
	4,301	4,864	-563
	34,528	38,278	-3,750
	4,630	4,856	-226
	16,661	16,165	496
	3,264	3,959	-695
	5,854	5,226	628
	8,993	6,619	2,374
	12,005	9,057	2,948
	12,456	12,482	-26
	28,998	32,797	-3,799
	3,474	3,741	-267
	4,282	4,872	-590
	14,677	14,457	220
	4,521	4,122	399
	3,138	2,581	557
	1,584	1,400	184
	10,109	5,660	4,449
	10,711	8,871	1,840
	28,358	23,450	4,908
	3,407	3,230	177
	2,986	2,536	450
	1,098	1,035	63
	9,334	8,424	910
	6,331	6,506	-175
	2,689	3,562	-873
	9,440	5,896	3,544
	4,795	3,443	1,352
	7,774	8,634	-860
	12,038	12,363	-325
	6,844	7,781	-937
	816	951	-135
	11,333	11,018	315
	999	582	417
	3,430	2,538	892
	9,304	5,192	4,112
	21,679	24,574	-2,895
	7,677	7,370	307
	6,850	7,471	-621
	4,892	4,810	82
	8,289	7,463	826
	8,318	7,011	1,307
	5,281	4,300	981
	5,517	5,760	-243
	50,000	50,000
	6,782	6,998	-216
	3,407	3,058	349
	14,931	12,649	2,282
	6,586	6,126	460
	8,236	8,034	202
	12,662	12,740	-78
	7,776	7,590	186
	4,041	4,500	-459
	7,193	5,069	2,124
	8,810	6,876	1,934
	14,886	16,210	-1,324
	5,988	6,794	-806
	8,782	9,681	-899
	11,333	11,192	141
	6,126	5,164	962
	2,685	2,628	57
	8,765	9,512	-747
	15,298	15,880	-582
	7,677	6,978	699
	6,009	6,059	-50
	6,723	6,938	-215
	2,834	1,612	1,222
	1,124	914	210
	2,996	2,714	282
	3,862	4,056	-194
	3,019	3,108	-89
	12,207	12,510	-303
	8,082	5,660	2,422
	3,118	2,845	273
	1,647	1,487	160
	1,647	1,574	73
	14,818	14,977	-159
	5,184	4,971	213
	2,694	3,026	-332
	7,910	9,260	-1,350
	4,097	4,678	-581
	8,133	8,634	-501
	12,832	14,522	-1,690
	23,419	26,048	-2,629
	2,833	2,759	74
	8,577	7,265	1,312
	22,962	26,234	-3,272
	10,031	8,678	1,353
	5,099	4,997	102
	7,677	7,236	441
	9,614	9,638	-24
	14,940	13,905	1,035
	7,084	4,170	2,914
	6,517	6,197	320
	11,984	10,602	1,382
	12,689	11,906	783
	9,056	5,774	3,282
	8,725	4,725	4,000
	11,212	10,328	884
	28,057	24,556	3,501
	6,138	6,981	-843
	3,887	2,817	1,070
	19,772	19,969	-197
	11,644	11,460	184
	2,694	3,243	-549
	6,328	7,440	-1,112
	12,290	14,180	-1,890
	4,482	4,365	117
	2,974	3,448	-474
	8,253	8,082	171
	6,737	4,793	1,944
	6,126	4,787	1,339
	4,435	4,554	-119
	8,025	6,964	1,061
	5,099	4,400	699
	10,236	9,129	1,107
	2,569	2,928	-359
	6,723	6,183	540
	6,068	6,213	-145
	16,589	15,666	923
	9,542	7,743	1,799
	5,751	3,800	1,951
	3,019	1,575	1,444
	3,678	3,966	-288
	11,212	9,831	1,381
	40,000	39,995	5
	6,138	5,283	855
	6,478	4,501	1,977
	5,052	5,185	-133
	3,556	3,058	498
	28,843	29,695	-852
	6,328	7,423	-1,095
	4,563	5,937	-1,374
	8,964	9,988	-1,024
	4,249	4,714	-465
	5,502	5,509	-7
	16,843	11,871	4,972
	12,306	12,940	-634
	4,435	4,115	320
	10,014	7,857	2,157
	10,199	8,460	1,739
	5,118	4,586	532
	2,676	3,065	-389
	5,287	5,482	-195
	6,068	6,136	-68
	7,726	6,295	1,431
	15,903	12,681	3,222
	20,000	20,000
	21,960	22,993	-1,033
	3,678	3,645	33
	5,606	4,729	877
	5,587	6,380	-793
	6,138	4,883	1,255
	4,906	4,405	501
	7,578	7,649	-71
	3,556	2,949	607
	3,340	3,850	-510
	4,746	5,691	-945
	2,738	2,923	-185
	1,345	1,478	-133
	50,000	50,000
	8,445	9,199	-754
	8,471	8,862	-391
	12,306	12,983	-677
	10,645	9,624	1,021
	13,062	12,370	692
	6,219	7,204	-985
	8,088	8,037	51
	3,747	3,266	481
	13,217	14,018	-801
	9,102	9,652	-550
	5,802	4,500	1,302
	7,166	6,672	494
	21,343	17,743	3,600
	15,144	14,998	146
	18,392	18,200	192
	7,355	5,049	2,306
	5,587	6,030	-443
	2,455	1,878	577
	16,629	18,071	-1,442
	7,578	5,346	2,232
	6,995	7,868	-873
	13,360	15,414	-2,054
	1,686	1,897	-211
	6,188	4,716	1,472
	11,704	12,608	-904
	13,395	8,476	4,919
	7,983	8,852	-869
	8,471	8,584	-113
	12,306	13,130	-824
	5,575	6,904	-1,329
	10,449	9,824	625
	17,770	19,955	-2,185
	28,049	26,787	1,262
	848	919	-71
	3,651	2,328	1,323
	6,068	3,820	2,248
	18,825	16,918	1,907
	21,498	19,883	1,615
	4,877	5,114	-237
	13,816	14,604	-788
	19,068	18,083	985
	6,059	3,150	2,909
	5,587	6,167	-580
	29,742	29,953	-211
	1,213	834	379
	10,104	6,887	3,217
	4,663	4,077	586
	10,020	11,381	-1,361
	11,804	13,256	-1,452
	12,376	7,542	4,834
	10,962	11,294	-332
	19,229	22,885	-3,656
	9,528	10,151	-623
	5,083	5,047	36
	12,306	13,065	-759
	4,460	4,520	-60
	7,837	7,281	556
	15,240	12,690	2,550
	5,654	6,033	-379
	3,651	2,063	1,588
	21,573	22,722	-1,149
	11,114	10,177	937
	5,378	5,728	-350
	20,972	21,531	-559
	13,816	14,060	-244
	8,412	7,807	605
	14,212	11,824	2,388
	7,450	8,000	-550
	14,560	10,254	4,306
	4,851	3,327	1,524
	13,432	13,634	-202
	5,812	8,312	-2,500
	6,680	7,542	-862
	21,164	22,627	-1,463
	12,376	6,720	5,656
	10,962	11,392	-430
	1,781	1,179	602
	7,940	8,852	-912
	5,083	4,288	795
	7,383	7,811	-428
	4,908	5,207	-299
	7,837	7,370	467
	50,000	50,083	-83
	11,309	12,128	-819
	26,123	24,660	1,463
	2,557	2,802	-245
	16,131	15,106	1,025
	17,927	18,693	-766
	3,067	1,900	1,167
	14,938	14,672	266
	5,608	5,230	378
	14,212	11,460	2,752
	29,982	29,981	1
	29,983	29,981	2
	11,594	7,875	3,719
	5,007	3,800	1,207
	22,061	21,798	263
	6,520	7,125	-605
	5,071	5,874	-803
	6,188	3,064	3,124
	1,946	1,948	-2
	1,781	1,152	629
	7,502	4,608	2,894
	4,780	5,873	-1,093
	35,819	39,396	-3,577
	12,269	12,409	-140
	3,526	4,698	-1,172
	2,090	1,741	349
	3,265	3,088	177
	3,657	3,451	206
	12,554	12,330	224
	5,975	5,425	550
	4,102	4,624	-522
	3,640	4,005	-365
	14,938	14,628	310
	5,608	5,190	418
	27,619	24,465	3,154
	12,630	13,139	-509
	2,027	1,990	37
	25,067	23,679	1,388
	4,972	3,800	1,172
	14,575	14,912	-337
	15,939	17,504	-1,565
	20,284	22,723	-2,439
	6,981	7,575	-594
	4,866	4,696	170
	4,079	4,884	-805
	5,784	6,658	-874
	9,560	11,812	-2,252
	3,882	4,185	-303
	9,366	5,240	4,126
	3,526	4,608	-1,082
	8,359	5,087	3,272

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			-933
b			3,045
c			-298
d			328
e			65
			-465
			-482
			806
			444
			1,587
			4,458
			371
			-171
			3,272
			7
			-1,533
			-19
			-1,123
			238
			-820
			-790
			5,940
			-306
			464
			-567
			2,774
			1,619

			65
			530
			1,923
			-914
			-406
			2,716
			264
			64
			1,832
			-1
			-457
			2,233
			43
			453
			-165
			37
			-71
			-1,222
			-180
			1,182
			-200
			46
			-1,232
			-567
			-742
			16
			914
			851
			5,334
			2,687
			-485
			1,869
			214
			1,600
			74
			1,074
			-351
			-795
			-165
			681
			4,874
			-3,052
			-108
			-722
			803
			507
			5,104
			321
			1,177
			-438
			-479
			1,245
			682
			733
			2,059
			1,426
			93
			1,768
			297
			98
			261
			1,707
			-951
			-883
			54
			-563
			-3,750
			-226
			496
			-695
			628
			2,374
			2,948
			-26
			-3,799
			-267
			-590
			220
			399
			557
			184
			4,449
			1,840
			4,908
			177
			450
			63
			910
			-175
			-873
			3,544
			1,352
			-860
			-325
			-937
			-135
			315
			417
			892
			4,112
			-2,895
			307
			-621
			82
			826
			1,307
			981
			-243

			-216
			349
			2,282
			460
			202
			-78
			186
			-459
			2,124
			1,934
			-1,324
			-806
			-899
			141
			962
			57
			-747
			-582
			699
			-50
			-215
			1,222
			210
			282
			-194
			-89
			-303
			2,422
			273
			160
			73
			-159
			213
			-332
			-1,350
			-581
			-501
			-1,690
			-2,629
			74
			1,312
			-3,272
			1,353
			102
			441
			-24
			1,035
			2,914
			320
			1,382
			783
			3,282
			4,000
			884
			3,501
			-843
			1,070
			-197
			184
			-549
			-1,112
			-1,890
			117
			-474
			171
			1,944
			1,339
			-119
			1,061
			699
			1,107
			-359
			540
			-145
			923
			1,799
			1,951
			1,444
			-288
			1,381
			5
			855
			1,977
			-133
			498
			-852
			-1,095
			-1,374
			-1,024
			-465
			-7
			4,972
			-634
			320
			2,157
			1,739
			532
			-389
			-195
			-68
			1,431
			3,222

			-1,033
			33
			877
			-793
			1,255
			501
			-71
			607
			-510
			-945
			-185
			-133

			-754
			-391
			-677
			1,021
			692
			-985
			51
			481
			-801
			-550
			1,302
			494
			3,600
			146
			192
			2,306
			-443
			577
			-1,442
			2,232
			-873
			-2,054
			-211
			1,472
			-904
			4,919
			-869
			-113
			-824
			-1,329
			625
			-2,185
			1,262
			-71
			1,323
			2,248
			1,907
			1,615
			-237
			-788
			985
			2,909
			-580
			-211
			379
			3,217
			586
			-1,361
			-1,452
			4,834
			-332
			-3,656
			-623
			36
			-759
			-60
			556
			2,550
			-379
			1,588
			-1,149
			937
			-350
			-559
			-244
			605
			2,388
			-550
			4,306
			1,524
			-202
			-2,500
			-862
			-1,463
			5,656
			-430
			602
			-912
			795
			-428
			-299
			467
			-83
			-819
			1,463
			-245
			1,025
			-766
			1,167
			266
			378
			2,752
			1
			2
			3,719
			1,207
			263
			-605
			-803
			3,124
			-2
			629
			2,894
			-1,093
			-3,577
			-140
			-1,172
			349
			177
			206
			224
			550
			-522
			-365
			310
			418
			3,154
			-509
			37
			1,388
			1,172
			-337
			-1,565
			-2,439
			-594
			170
			-805
			-874
			-2,252
			-303
			4,126
			-1,082
			3,272

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	151,971
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 .........................		3	49,805

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.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	2,350
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
3	Add lines 1 and 2...........................	3	2,350
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	2,350
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	1,222
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	1,222
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	1,128
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 tax	Refunded	11
	For Refunded amount, also complete and attach Form 8050. See instructions.

Form 990-PF (2025)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. $ (2) On foundation managers.$

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers.$

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website addressN/A

The books are in care ofSTEPHEN STUART Telephone no. (407) 420-9005

Located at107 HICKORY CREEK DRIVEBRANDONFL ZIP+433511

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 ........

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........

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? .............

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)):

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?....................

If "Yes," list the years 20, 20, 20, 20

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.) ..............

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

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.).....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2025)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check .........

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
GALE STUART	VICE PRES 000.00	0	0	0
6404 TORREON DRIVE NE ALBUQUERQUE,NM87109	VICE PRES 000.00	0	0	0
STEPHEN STUART	PRESIDENT 000.00	0	0	0
107 HICKORY CREEK DRIVE BRANDON,FL33511	PRESIDENT 000.00	0	0	0
TONJA STUART	TREASURER 000.00	0	0	0
107 HICKORY CREEK DR BRANDON,FL33511	TREASURER 000.00	0	0	0

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...................

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 arrow

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	N/A
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3.........................

Form 990-PF (2025)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,091,379

Average of monthly cash balances.......................

97,802

Fair market value of all other assets (see instructions)................

Total (add lines 1a, 1b, and 1c).......................

1,189,181

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

1,189,181

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

17,838

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

1,171,343

Minimum investment return. Enter 5% (0.05) of line 5 ................

58,567

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.)

Minimum investment return from Part IX, line 6..................

58,567

Tax on investment income for 2025 from Part V, line 5 .......

2,350

Income tax for 2025. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

2,350

Distributable amount before adjustments. Subtract line 2c from line 1............

56,217

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

56,217

Deduction from distributable amount (see instructions) .................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

56,217

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........

120,000

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

120,000

Form 990-PF (2025)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2025
1 Distributable amount for 2025 from Part X, line 7			56,217
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2025:
a From 2020......	74,942
b From 2021......	97,871
c From 2022......	71,238
d From 2023......	45,298
e From 2024......	60,000
f Total of lines 3a through e ........		349,349
4Qualifying distributions for 2025 from Part
XI, line 4: $ 120,000
a Applied to 2024, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions) .....
c Treated as distributions out of corpus (Election required—see instructions) ........
d Applied to 2025 distributable amount.....			56,217
e Remaining amount distributed out of corpus		63,783
5 Excess distributions carryover applied to 2025.
(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		413,132
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2024. Subtract line 4a from line 2a. Taxable amount—see instructions .............
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) .......
8 Excess distributions carryover from 2020 not applied on line 5 or line 7 (see instructions) ...		74,942
9 Excess distributions carryover to 2026. Subtract lines 7 and 8 from line 6a ......		338,190
10 Analysis of line 9:
a Excess from 2021 ....	97,871
b Excess from 2022 ....	71,238
c Excess from 2023 ....	45,298
d Excess from 2024 ....	60,000
e Excess from 2025 ....	63,783

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 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2025	(b) 2024	(c) 2023	(d) 2022	(e) Total

b 85% (0.85) of line 2a .......
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, 3b, or 3c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
A KITTEN PLACE PO BOX 6271 BRANDON,FL32508	NONE		OPERATIONAL SUPPORT	10,000
EXPERIMENTAL AIRCRAFT ASSOCIATION 15464 HWY 471 W SAN ANTONIO,TX78253	NONE		OPERATIONAL SUPPORT	20,000
KAUAI HUMANE SOCIETY 3 KAUMUALII HWY LIHUE,HI96766	NONE		PROGRAM SUPPORT	10,000
MATTHEW 25 MISSION INC 1344 PINE RIDGE CIRCLE E TARPON SPRINGS,FL34688	NONE		PROGRAM SUPPORT	10,000
TELECOM PIONEERS CHARITABLE FUND PO BOX 758515 TOPEKA,KS66675	NONE		OPERATIONAL SUPPORT	10,000
BORDER TAILS RESCUE 2975 N MILWAUKEE AVE NORTHBROOK,IL60062	NONE		OPERATIONAL SUPPORT	20,000
MOFFITT CANCER CENTER FND 12902 MAGNOLIA DRIVE TAMPA,FL33612	NONE		RICK PLOOR MEMORIAL	10,000
EVERY LIBRARY INSTITUTE 6433 FAIRFIELD AVE BERWYN,IL60402	NONE		OPERATIONAL SUPPORT	20,000
AUSTIN DRESS FOR SUCESS 3000 S I35 FRONTAGE RD AUSTIN,TX78704	NONE		OPERATIONAL SUPPORT	10,000
Total ................................. 3a				120,000

bApproved for future payment

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

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	11,113
4 Dividends and interest from securities ....			14	11,446
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 ............			14	151,971
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) ..				174,530

13Total. Add line 12, columns (b), (d), and (e)..................

174,530

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2025)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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. Yes No
	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

Name of Stock	End of Year Book Value	End of Year Fair Market Value
COMMON STOCKS	204,191	232,219
EXCHANGE TRADED FUNDS	809,313	813,452