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
COSTAS & MYRTLE MAROULIS MEMORIAL TR
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 919798
  Room/suite
City or town
ORLANDO
State or province
FL
Country  
ZIP or foreign postal code
328919798
A Employer identification number

54-6348075
B Telephone number (see instructions)

8666163453
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)$1,259,924J 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... 26,897 26,891  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 87,437
b Gross sales price for all assets on line 6a 375,214
7 Capital gain net income (from Part IV, line 2)... 87,437
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........ 114,334 114,328  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 11,177 5,589   5,588
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,313 279   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
1,239 5   1,234
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,229 5,873 0 8,322
25 Contributions, gifts, grants paid....... 39,600 39,600
26 Total expenses and disbursements. Add lines 24 and 25 ................ 55,829 5,873 0 47,922
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 58,505
b Net investment income (if negative, enter -0-) 108,455
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............. 502 330 330
2 Savings and temporary cash investments......... 21,189 29,454 29,454
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)....... 258,230 Click to see attachment
List of Attached Documents:
// Content
260,127 		573,217
c Investments—corporate bonds (attach schedule)....... 258,856 Click to see attachment
List of Attached Documents:
// Content
258,421 		248,238
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 306,650 Click to see attachment
List of Attached Documents:
// Content
355,478 		408,685
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) 845,427 903,810 1,259,924
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........ 845,427 903,810
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)..... 845,427 903,810
30 Total liabilities and net assets/fund balances (see instructions). 845,427 903,810
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
845,427
2
Enter amount from Part I, line 27a .....................
2
58,505
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
375
4
Add lines 1, 2, and 3 ..........................
4
904,307
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
497
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
903,810
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 12. APPLE COMPUTER CORPORATION COMMON   2024-06-26 2025-01-10
b 22. APPLE COMPUTER CORPORATION COMMON   2009-10-06 2025-01-10
c 31. ANALOG DEVICES INC     2025-01-31
d 78. MERCK & CO INC     2025-01-31
e 68. ARCH CAPITAL GROUP LTD     2025-01-31
4. FACEBOOK INC CL A   2023-07-25 2025-02-21
4. REGENERON PHARMACEUTICALS INC   2024-10-03 2025-02-21
3. ALPHABET INC CL C   2009-11-23 2025-03-03
1. ALPHABET INC CL A   2009-11-23 2025-03-03
3. AMERISOURCEBERGEN CORP. COMMON   2025-01-31 2025-03-03
6. APPLE COMPUTER CORPORATION COMMON   2009-10-06 2025-03-03
42.666 ARTISAN INTL VALUE FUND-INS   2024-10-21 2025-03-03
8. BANK OF NEW YORK MELLON CORP   2023-03-03 2025-03-03
5. BELLRING BRANDS INC   2024-02-12 2025-03-03
12. BERKLEY W R CORP   2022-12-12 2025-03-03
10. CMS ENERGY CORP     2025-03-03
1. CARLISLE COS INC   2019-09-05 2025-03-03
3. CHIPOTLE MEXICAN GRILL INC   2024-08-19 2025-03-03
6. CHIPOTLE MEXICAN GRILL INC   2022-12-12 2025-03-03
6. CORE & MAIN INC CL A   2024-04-03 2025-03-03
1. COSTCO WHOLESALE CORP   2016-12-02 2025-03-03
4. DIAMONDBACK ENERGY INC   2024-08-09 2025-03-03
4. EASTMAN CHEM CO   2024-04-03 2025-03-03
1. ECOLABS INC   2023-07-14 2025-03-03
11. ENTERGY CORP COMMON   2024-05-10 2025-03-03
1. FACEBOOK INC CL A   2023-07-25 2025-03-03
2. GLOBUS MEDICAL INC   2025-01-31 2025-03-03
1. HCA HOLDINGS INC   2022-03-18 2025-03-03
42. ISHARES GOLD TRUST   2024-10-21 2025-03-03
246. CEF ISHARES TR S&P     2025-03-03
3. J.P. MORGAN CHASE & CO.   2021-01-20 2025-03-03
2. JONES LANG LASALLE INC   2024-10-03 2025-03-03
1. LPL FINANCIAL HOLDINGS INC   2024-02-15 2025-03-03
1. ELI LILLY & CO   2024-05-10 2025-03-03
2. MICROSOFT CORPORATION   2012-01-30 2025-03-03
3. MOHAWK IND INC COMMON   2024-01-10 2025-03-03
3. PNC BANK CORP COM     2025-03-03
3. PALO ALTO NETWORKS INC   2025-01-10 2025-03-03
1. PARKER HANNIFIN CORP   2024-05-10 2025-03-03
5. PHILIP MORRIS INTERNATIONAL   2024-08-27 2025-03-03
3. PHILLIPS 66     2025-03-03
4. PROGESSIVE CORP., OHIO COMMON   2025-01-31 2025-03-03
8. RTX CORPORATION   2022-09-07 2025-03-03
2. TARGA RESOURCES   2023-08-10 2025-03-03
1. UNION PAC CORP   2009-10-06 2025-03-03
1. UNITED HEALTH GROUP INC   2016-02-01 2025-03-03
1. VERTEX PHARMACEUTICALS INC   2022-12-12 2025-03-03
3. VISA INC   2009-10-06 2025-03-03
7. VONTIER CORP   2023-03-03 2025-03-03
10. WAL MART STORES INCORPORATED   2018-11-06 2025-03-03
6. WELLS FARGO COMPANY   2025-02-21 2025-03-03
7. MEDTRONIC PLC   2025-01-31 2025-03-03
1. TRANE TECHNOLOGIES PLC   2016-06-29 2025-03-03
94. CHIPOTLE MEXICAN GRILL INC   2022-12-12 2025-03-10
11. NETFLIX INC   2023-05-26 2025-03-10
127. VONTIER CORP     2025-03-10
1. APPLIED MATERIALS   2020-04-06 2025-04-21
51.686 ARTISAN INTL VALUE FUND-INS   2024-10-21 2025-04-21
3. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2025-03-10 2025-04-21
1. BROADCOM INC   2025-03-03 2025-04-21
1. DIAMONDBACK ENERGY INC   2024-08-09 2025-04-21
83.454 EATON VANCE-ATLANTA SMID-R6     2025-04-21
1. INTERNATIONAL BUSINESS MACHINES CORP   2024-07-12 2025-04-21
288. ISHARES S&P MIDCAP 400 INDEX FUND   2024-12-09 2025-04-21
169. ISHARES US TREASURY BOND ETF   2015-02-23 2025-04-21
47. ISHARES CORE MSCI EAFE ETF   2025-03-03 2025-04-21
18. ISHARES CORE MSCI EMERGING MKTS ETF   2024-10-21 2025-04-21
1. ELI LILLY & CO   2024-05-10 2025-04-21
2. PHILIP MORRIS INTERNATIONAL   2024-08-27 2025-04-21
1. QUANTA SERVICES INC COMMON   2020-01-28 2025-04-21
2. TARGA RESOURCES   2023-08-10 2025-04-21
2. TESLA MOTORS INC   2025-03-03 2025-04-21
4. VERIZON COMMUNICATIONS INC   2025-03-10 2025-04-21
28. APPLIED MATERIALS   2020-04-06 2025-05-02
5. BERKLEY W R CORP   2025-04-21 2025-05-02
31. BERKLEY W R CORP   2022-12-12 2025-05-02
27. CMS ENERGY CORP     2025-05-02
29. DIAMONDBACK ENERGY INC     2025-05-02
16. ENTERGY CORP COMMON     2025-05-02
10. ENTERGY CORP COMMON     2025-05-02
4. TARGA RESOURCES   2023-08-10 2025-05-02
3. UNITED HEALTH GROUP INC   2025-04-21 2025-05-02
9. UNITED HEALTH GROUP INC   2016-02-01 2025-05-02
60. GLOBUS MEDICAL INC     2025-05-16
6. PALO ALTO NETWORKS INC     2025-05-16
5. PALO ALTO NETWORKS INC   2023-10-04 2025-05-16
5. QUANTA SERVICES INC COMMON     2025-05-16
4. VERTEX PHARMACEUTICALS INC     2025-05-16
1. ABBVIE INC   2025-05-02 2025-06-16
1. ALPHABET INC CL C   2025-04-21 2025-06-16
10. ALPHABET INC CL C   2009-11-23 2025-06-16
3. ALPHABET INC CL A   2009-11-23 2025-06-16
11. AMAZON COM INC COM     2025-06-16
6. AMAZON COM INC COM     2025-06-16
2. AMERISOURCEBERGEN CORP. COMMON   2025-04-21 2025-06-16
1. APPLE COMPUTER CORPORATION COMMON   2025-04-21 2025-06-16
3. APPLE COMPUTER CORPORATION COMMON   2009-10-06 2025-06-16
2. ARISTA NETWORKS INC   2024-12-05 2025-06-16
115.014 ARTISAN INTL VALUE FUND-INS     2025-06-16
303.973 ARTISAN INTL VALUE FUND-INS     2025-06-16
4. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2025-03-10 2025-06-16
4. BANK OF NEW YORK MELLON CORP   2025-04-21 2025-06-16
2. BELLRING BRANDS INC   2025-04-21 2025-06-16
3. BERKLEY W R CORP   2022-12-12 2025-06-16
8. BROADCOM INC   2025-03-03 2025-06-16
1. BROADCOM INC   2023-05-26 2025-06-16
4. CMS ENERGY CORP   2024-07-12 2025-06-16
14. COTERRA ENERGY INC   2025-05-02 2025-06-16
4. CISCO SYSTEMS   2025-03-10 2025-06-16
2. EASTMAN CHEM CO   2024-04-03 2025-06-16
1.802 EATON VANCE-ATLANTA SMID-R6   2025-03-03 2025-06-16
1.791 EATON VANCE-ATLANTA SMID-R6   2014-03-24 2025-06-16
1. ECOLABS INC   2023-07-14 2025-06-16
3. ENTERGY CORP COMMON   2023-12-18 2025-06-16
5. EVERGY INC   2025-05-02 2025-06-16
2. FACEBOOK INC CL A   2025-04-21 2025-06-16
1. FACEBOOK INC CL A   2023-07-25 2025-06-16
1. HCA HOLDINGS INC   2022-03-18 2025-06-16
3. INTERNATIONAL BUSINESS MACHINES CORP   2024-07-12 2025-06-16
10. ISHARES S&P MIDCAP 400 INDEX FUND   2024-12-09 2025-06-16
42. ISHARES CORE MSCI EMERGING MKTS ETF   2024-10-21 2025-06-16
2. J.P. MORGAN CHASE & CO.   2025-04-21 2025-06-16
2. J.P. MORGAN CHASE & CO.   2021-01-20 2025-06-16
2. JONES LANG LASALLE INC     2025-06-16
4. MICROSOFT CORPORATION   2025-04-21 2025-06-16
7. MICROSOFT CORPORATION   2012-01-30 2025-06-16
3. MOHAWK IND INC COMMON   2024-01-10 2025-06-16
45. NVIDIA CORP     2025-06-16
2. NVIDIA CORP   2023-08-03 2025-06-16
1. PNC BANK CORP COM   2025-04-21 2025-06-16
1. PHILIP MORRIS INTERNATIONAL   2024-08-27 2025-06-16
3. PHILLIPS 66   2022-06-03 2025-06-16
2. PROGESSIVE CORP., OHIO COMMON   2025-04-21 2025-06-16
5. RTX CORPORATION   2025-04-21 2025-06-16
1. RTX CORPORATION   2022-09-07 2025-06-16
1. SERVICENOW INC   2025-01-10 2025-06-16
3. TARGA RESOURCES   2023-08-10 2025-06-16
1. TESLA MOTORS INC   2025-03-03 2025-06-16
5. TESLA MOTORS INC   2023-06-15 2025-06-16
1. UNION PAC CORP   2009-10-06 2025-06-16
5. VERIZON COMMUNICATIONS INC   2025-03-10 2025-06-16
1. VISA INC   2025-04-21 2025-06-16
3. WAL MART STORES INCORPORATED   2025-04-21 2025-06-16
5. MEDTRONIC PLC   2025-01-31 2025-06-16
1. TRANE TECHNOLOGIES PLC   2025-04-21 2025-06-16
1. TRANE TECHNOLOGIES PLC   2016-06-29 2025-06-16
2. BELLRING BRANDS INC   2024-08-19 2025-06-26
78. BELLRING BRANDS INC     2025-06-26
2. EASTMAN CHEM CO   2025-04-21 2025-06-26
55. EASTMAN CHEM CO     2025-06-26
3. LPL FINANCIAL HOLDINGS INC     2025-06-26
2. MOHAWK IND INC COMMON   2025-04-21 2025-06-26
34. MOHAWK IND INC COMMON     2025-06-26
12. INTUITIVE SURGICAL INC   2023-06-15 2025-08-01
15. AMAZON COM INC COM   2023-08-24 2025-08-29
5. EQUINIX INC REIT   2023-12-08 2025-08-29
3. ELI LILLY & CO     2025-08-29
9. VERTEX PHARMACEUTICALS INC   2022-10-05 2025-08-29
2. ALPHABET INC CL C   2009-11-23 2025-09-02
1. ALPHABET INC CL A   2009-11-23 2025-09-02
8. APPLE COMPUTER CORPORATION COMMON   2009-10-06 2025-09-02
5. ARISTA NETWORKS INC   2024-12-05 2025-09-02
4. BANK OF NEW YORK MELLON CORP   2023-03-03 2025-09-02
3. BERKLEY W R CORP   2022-12-12 2025-09-02
1. BLACKROCK INC   2021-02-12 2025-09-02
2. BROADCOM INC   2023-05-26 2025-09-02
2. CMS ENERGY CORP   2024-07-12 2025-09-02
1. CAPITAL ONE FINL CORP   2025-08-01 2025-09-02
2. CARLISLE COS INC   2019-09-05 2025-09-02
7. CISCO SYSTEMS   2025-03-10 2025-09-02
3. CORE & MAIN INC CL A   2024-04-03 2025-09-02
222.162 DOUBLELINE TTL RTRN BND-R6     2025-09-02
1. ECOLABS INC   2023-07-14 2025-09-02
3. ENTERGY CORP COMMON   2023-12-18 2025-09-02
1. EVERGY INC   2025-08-01 2025-09-02
2. FACEBOOK INC CL A   2023-07-25 2025-09-02
1. HCA HOLDINGS INC   2022-03-18 2025-09-02
333. ISHARES US TREASURY BOND ETF   2015-02-23 2025-09-02
4. ISHARES CORE MSCI EMERGING MKTS ETF   2024-10-21 2025-09-02
2. J.P. MORGAN CHASE & CO.   2021-01-20 2025-09-02
1. LPL FINANCIAL HOLDINGS INC   2023-03-03 2025-09-02
1. LAM RESEARCH CORPORATION   2025-06-26 2025-09-02
2. MICROSOFT CORPORATION   2012-01-30 2025-09-02
5. MOSAIC CO   2025-06-26 2025-09-02
8. NVIDIA CORP   2023-08-03 2025-09-02
3. PNC BANK CORP COM   2011-07-18 2025-09-02
2. PALO ALTO NETWORKS INC   2023-10-04 2025-09-02
2. PHILIP MORRIS INTERNATIONAL   2024-08-27 2025-09-02
12.709 PIMCO INVESTMENT GRADE CREDIT BD-I   2018-02-05 2025-09-02
3. PROGESSIVE CORP., OHIO COMMON   2024-03-08 2025-09-02
1. QUANTA SERVICES INC COMMON   2020-04-06 2025-09-02
1. SALESFORCE INC   2025-05-02 2025-09-02
2. TAPESTRY INC   2025-06-26 2025-09-02
4. TWILIO INC CL A   2025-05-16 2025-09-02
1. UNION PAC CORP   2009-10-06 2025-09-02
103.022 VANGUARD M/B SEC INDEX-ADM   2014-10-27 2025-09-02
8. VERIZON COMMUNICATIONS INC   2025-03-10 2025-09-02
3. VISA INC   2009-10-06 2025-09-02
7. WAL MART STORES INCORPORATED   2018-11-06 2025-09-02
9. WELLS FARGO COMPANY   2025-02-21 2025-09-02
4. MEDTRONIC PLC   2025-01-31 2025-09-02
1. TRANE TECHNOLOGIES PLC   2016-06-29 2025-09-02
66. CMS ENERGY CORP   2024-07-12 2025-09-25
480.824 EATON VANCE-ATLANTA SMID-R6     2025-09-29
141. ISHARES S&P MIDCAP 400 INDEX FUND   2024-12-09 2025-09-29
1. BOOKING HOLDINGS INC   2023-03-03 2025-10-09
136. COTERRA ENERGY INC   2025-05-02 2025-10-09
14. SALESFORCE INC   2025-05-02 2025-10-09
68. BERKLEY W R CORP   2022-12-12 2025-11-06
1. CARLISLE COS INC   2025-06-16 2025-11-06
15. CARLISLE COS INC     2025-11-06
187. MOSAIC CO     2025-11-06
4. AMERISOURCEBERGEN CORP. COMMON   2024-04-15 2025-12-11
4. COSTCO WHOLESALE CORP   2016-12-02 2025-12-11
142. VERIZON COMMUNICATIONS INC   2025-03-10 2025-12-11
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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    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 2,831   2,565 266
b 5,190   149 5,041
c 6,624   4,678 1,946
d 7,761   2,558 5,203
e 6,323   3,250 3,073
2,798   1,176 1,622
2,785   4,130 -1,345
520   43 477
172   14 158
761   764 -3
1,451   41 1,410
2,132   2,186 -54
717   411 306
365   298 67
756   591 165
727   663 64
342   145 197
165   157 8
330   186 144
308   358 -50
1,052   152 900
640   796 -156
394   407 -13
271   188 83
955   617 338
674   294 380
160   188 -28
309   260 49
2,276   2,168 108
27,629   24,063 3,566
792   409 383
545   529 16
374   258 116
911   768 143
797   59 738
351   319 32
577   177 400
574   519 55
674   561 113
774   609 165
392   322 70
1,129   999 130
1,075   693 382
405   169 236
248   30 218
474   115 359
478   313 165
1,089   51 1,038
262   192 70
980   342 638
472   474 -2
649   639 10
356   48 308
4,688   2,910 1,778
9,617   4,070 5,547
4,180   3,477 703
135   45 90
2,514   2,648 -134
203   230 -27
167   204 -37
134   199 -65
3,122   3,490 -368
239   183 56
15,570   19,282 -3,712
3,845   4,282 -437
3,557   3,619 -62
939   1,026 -87
841   768 73
327   243 84
263   40 223
343   169 174
460   601 -141
177   187 -10
4,342   1,256 3,086
360   345 15
2,235   1,526 709
1,962   1,681 281
3,929   5,765 -1,836
1,342   977 365
839   524 315
644   337 307
1,192   1,349 -157
3,576   1,038 2,538
3,589   5,417 -1,828
1,153   1,030 123
961   591 370
1,699   184 1,515
1,732   1,239 493
191   196 -5
176   151 25
1,760   144 1,616
524   43 481
2,336   1,908 428
1,274   845 429
589   579 10
197   193 4
592   20 572
185   215 -30
5,997   5,659 338
15,849   13,065 2,784
297   306 -9
357   302 55
119   150 -31
220   148 72
2,003   1,632 371
250   80 170
282   246 36
371   359 12
261   254 7
155   203 -48
73   73  
73   43 30
266   188 78
249   152 97
341   346 -5
1,399   983 416
699   294 405
372   260 112
839   548 291
606   670 -64
2,466   2,393 73
535   461 74
535   273 262
480   490 -10
1,900   1,452 448
3,325   207 3,118
308   319 -11
6,450   5,554 896
287   90 197
175   151 24
184   122 62
367   311 56
537   528 9
726   643 83
145   87 58
992   1,028 -36
521   253 268
331   300 31
1,656   1,286 370
224   30 194
214   233 -19
356   329 27
284   281 3
442   457 -15
425   330 95
425   48 377
114   110 4
4,458   4,585 -127
153   152 1
4,196   5,566 -1,370
1,083   771 312
206   202 4
3,495   3,192 303
5,772   3,937 1,835
3,482   2,021 1,461
3,925   4,007 -82
2,192   2,223 -31
3,524   2,703 821
420   29 391
209   14 195
1,845   54 1,791
674   537 137
417   205 212
215   148 67
1,108   720 388
588   159 429
143   123 20
222   208 14
759   289 470
477   444 33
191   179 12
1,966   2,353 -387
275   188 87
262   152 110
71   71  
1,466   588 878
408   260 148
7,612   8,438 -826
247   228 19
593   273 320
361   256 105
96   96  
1,007   59 948
166   178 -12
1,362   359 1,003
613   169 444
382   237 145
329   243 86
115   131 -16
742   590 152
373   32 341
253   274 -21
205   172 33
417   463 -46
220   30 190
1,908   2,186 -278
353   373 -20
1,046   51 995
679   240 439
732   711 21
374   365 9
410   48 362
4,656   4,054 602
19,209   10,746 8,463
9,129   9,440 -311
5,192   2,620 2,572
3,170   3,486 -316
3,418   3,840 -422
5,080   3,348 1,732
319   361 -42
4,788   1,835 2,953
4,745   6,545 -1,800
1,383   942 441
3,504   609 2,895
5,721   6,625 -904
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
      4,125
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       266
b       5,041
c       1,946
d       5,203
e       3,073
      1,622
      -1,345
      477
      158
      -3
      1,410
      -54
      306
      67
      165
      64
      197
      8
      144
      -50
      900
      -156
      -13
      83
      338
      380
      -28
      49
      108
      3,566
      383
      16
      116
      143
      738
      32
      400
      55
      113
      165
      70
      130
      382
      236
      218
      359
      165
      1,038
      70
      638
      -2
      10
      308
      1,778
      5,547
      703
      90
      -134
      -27
      -37
      -65
      -368
      56
      -3,712
      -437
      -62
      -87
      73
      84
      223
      174
      -141
      -10
      3,086
      15
      709
      281
      -1,836
      365
      315
      307
      -157
      2,538
      -1,828
      123
      370
      1,515
      493
      -5
      25
      1,616
      481
      428
      429
      10
      4
      572
      -30
      338
      2,784
      -9
      55
      -31
      72
      371
      170
      36
      12
      7
      -48
       
      30
      78
      97
      -5
      416
      405
      112
      291
      -64
      73
      74
      262
      -10
      448
      3,118
      -11
      896
      197
      24
      62
      56
      9
      83
      58
      -36
      268
      31
      370
      194
      -19
      27
      3
      -15
      95
      377
      4
      -127
      1
      -1,370
      312
      4
      303
      1,835
      1,461
      -82
      -31
      821
      391
      195
      1,791
      137
      212
      67
      388
      429
      20
      14
      470
      33
      12
      -387
      87
      110
       
      878
      148
      -826
      19
      320
      105
       
      948
      -12
      1,003
      444
      145
      86
      -16
      152
      341
      -21
      33
      -46
      190
      -278
      -20
      995
      439
      21
      9
      362
      602
      8,463
      -311
      2,572
      -316
      -422
      1,732
      -42
      2,953
      -1,800
      441
      2,895
      -904
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 87,437
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 1,508
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 1,508
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 1,508
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,528
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 1,528
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 20
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax20 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)
VA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofTRUIST BANK Telephone no. (866) 616-3453

Located atPO BOX 919798ORLANDOFL ZIP+432891
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
TRUIST BANK TRUSTEE
1 		11,177    
PO BOX 919798
ORLANDO,FL32891
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
1,155,221
b
Average of monthly cash balances.......................
1b
26,317
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,181,538
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
1,181,538
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
17,723
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,163,815
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
58,191
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
58,191
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,508
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,508
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
56,683
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
56,683
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
56,683
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
47,922
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
47,922
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 56,683
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 39,599
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 47,922
a Applied to 2024, but not more than line 2a 39,599
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..... 8,323
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		48,360
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
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

HELLENIC COLLEGE INC

50 GODDARD AVE
BROOKLINE,MA02445 		NONE   GENERAL OPERATING 19,800

VIRGINIA WESLEYAN COLLEGE

5817 WESLEYAN DRIVE
VIRGINIA BEACH,VA23455 		NONE   GENERAL OPERATING 19,800
Total ................................. 3a 39,600
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 26,897  
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 87,437  
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) ..   114,334  
13Total. Add line 12, columns (b), (d), and (e)..................
13
114,334
(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:
COSTAS & MYRTLE MAROULIS MEMORIAL TR
EIN:
54-6348075
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2025 InvestmentsCorpBondsSchedule
Name:
COSTAS & MYRTLE MAROULIS MEMORIAL TR
EIN:
54-6348075
Name of Bond End of Year Book Value End of Year Fair Market Value
258620566 DOUBLELINE TOTAL RET 45,768 42,063
46429B267 ISHARES US TREASURY 177,863 172,434
722005816 PIMCO INVESTMENT GRA 34,790 33,741

TY 2025 InvestmentsCorpStockSchedule
Name:
COSTAS & MYRTLE MAROULIS MEMORIAL TR
EIN:
54-6348075
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K107 ALPHABET INC CL C 3,560 31,380
30303M102 META PLATFORMS INC C 7,061 16,502
46120E602 INTUITIVE SURGICAL I    
693475105 PNC FINL SVCS GROUP 1,767 6,679
931142103 WALMART INC 3,565 11,030
92826C839 VISA INC CL A 843 10,872
22160K105 COSTCO WHOLESALE COR 609 3,449
91324P102 UNITEDHEALTH GROUP I    
594918104 MICROSOFT CORP 2,332 38,206
58933Y105 MERCK & CO INC 6,011 6,421
02079K305 ALPHABET INC CL A 388 8,451
907818108 UNION PAC CORP 654 5,089
142339100 CARLISLE COS INC    
G8994E103 TRANE TECHNOLOGIES P 905 7,395
023135106 AMAZON.COM INC 7,315 26,313
037833100 APPLE INC 786 31,536
038222105 APPLIED MATERIALS IN    
46625H100 JP MORGAN CHASE & CO 7,728 18,689
74762E102 QUANTA SERVICES INC 602 8,019
032654105 ANALOG DEVICES INC    
084423102 WR BERKLEY CORP    
169656105 CHIPOTLE MEXICAN GRI    
40412C101 HCA HEALTHCARE INC 3,675 7,003
718546104 PHILLIPS 66 5,023 5,807
75513E101 RTX CORPORATION 4,823 10,270
92532F100 VERTEX PHARMACEUTICA    
G0450A105 ARCH CAPITAL GROUP L    
064058100 BANK OF NEW YORK MEL 3,799 8,591
09857L108 BOOKING HOLDINGS INC 2,620 5,355
11135F101 BROADCOM INC 5,171 22,497
278865100 ECOLAB INC 3,759 5,250
29364G103 ENTERGY CORP 5,408 8,688
50212V100 LPL FINANCIAL HOLDIN 3,525 5,000
532457108 LILLY ELI & CO 5,594 9,672
608190104 MOHAWK INDUSTRIES IN    
64110L106 NETFLIX INC    
67066G104 NVIDIA CORP 11,348 52,220
697435105 PALO ALTO NETWORKS I 4,089 6,263
87612G101 TARGA RESOURCES 4,256 7,565
88160R101 TESLA INC 6,564 12,142
928881101 VONTIER CORP    
03073E105 CENCORA INC 4,512 6,417
040413205 ARISTA NETWORKS INC 6,393 7,469
07831C103 BELLRING BRANDS INC    
09290D101 BLACKROCK INC 4,123 6,422
125896100 CMS ENERGY CORP    
21874C102 CORE & MAIN INC CL A 4,960 4,365
25278X109 DIAMONDBACK ENERGY I    
277432100 EASTMAN CHEMICAL CO    
459200101 INTL BUSINESS MACHIN 5,848 9,479
48020Q107 JONES LANG LASALLE I 4,484 6,729
701094104 PARKER HANNIFIN CORP 4,486 7,032
718172109 PHILIP MORRIS INTL I 6,955 9,303
743315103 PROGRESSIVE CORP 7,037 7,742
75886F107 REGENERON PHARMACEUT    
G5960L103 MEDTRONIC PLC 7,733 8,261
00287Y109 ABBVIE INC 6,839 7,540
046353108 ASTRAZENECA PLC SPON 6,655 7,906
14040H105 CAPITAL ONE FINANCIA 4,965 6,301
17275R102 CISCO SYSTEMS INC 5,774 7,010
22788C105 CROWDSTRIKE HOLDINGS 3,562 3,281
30034W106 EVERGY INC 7,444 7,611
478160104 JOHNSON & JOHNSON 6,334 7,450
512807306 LAM RESEARCH CORPORA 6,720 11,983
688239201 OSHKOSH CORP 5,620 5,653
81762P102 SERVICENOW INC 7,192 5,362
876030107 TAPESTRY INC 5,070 7,538
90138F102 TWILIO INC CL A 3,587 4,409
91912E105 VALE S.A. SPONSORED 5,393 6,085
92537N108 VERTIV HOLDINGS LLC 3,287 2,916
949746101 WELLS FARGO & CO 7,552 8,947
G3265R107 APTIV PLC 3,822 3,652

TY 2025 InvestmentsOtherSchedule2
Name:
COSTAS & MYRTLE MAROULIS MEMORIAL TR
EIN:
54-6348075
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
92206C755 VANGUARD MORTGAGE-BA AT COST 49,137 47,223
277902235 EATON VANCE ATLANTA AT COST 27,064 27,880
464287804 ISHARES CORE S&P SMA AT COST 31,245 32,088
464288620 ISHARES BROAD USD IN AT COST 48,276 46,697
04314H857 ARTISAN INTERNATIONA AT COST 31,458 51,533
46653M849 JOHCM INTERNATIONAL      
29444U700 EQUINIX INC      
464285204 ISHARES GOLD TRUST AT COST 22,307 37,257
464287507 ISHARES CORE S&P MID AT COST 12,078 12,342
46432F842 ISHARES CORE MSCI EA AT COST 105,485 120,055
46434G103 ISHARES CORE MSCI EM AT COST 28,428 33,610

TY 2025 OtherDecreasesSchedule
Name:
COSTAS & MYRTLE MAROULIS MEMORIAL TR
EIN:
54-6348075
Description Amount
2025 TRANSACTIONS POSTED IN 2026 413
COST BASIS ADJUSTMENT 84


TY 2025 OtherExpensesSchedule
Name:
COSTAS & MYRTLE MAROULIS MEMORIAL TR
EIN:
54-6348075
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI 1,234 0   1,234
OTHER EXPENSE (NON-DEDUCTIBLE 5 5   0


TY 2025 OtherIncreasesSchedule
Name:
COSTAS & MYRTLE MAROULIS MEMORIAL TR
EIN:
54-6348075
Description Amount
2024 TRANSACTIONS POSTED IN 2025 373
ROUNDING ADJUSTMENT 2


TY 2025 TaxesSchedule
Name:
COSTAS & MYRTLE MAROULIS MEMORIAL TR
EIN:
54-6348075
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 506 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,528 0   0
FOREIGN TAXES ON QUALIFIED FOR 210 210   0
FOREIGN TAXES ON NONQUALIFIED 69 69   0