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
DOROTHY WELLS CHARITABLE TRUST
 
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

20-6650568
B Telephone number (see instructions)

8042737445
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)$882,949J 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... 22,339 22,332  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 22,415
b Gross sales price for all assets on line 6a 213,463
7 Capital gain net income (from Part IV, line 2)... 22,415
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........ 44,754 44,747  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 11,020 5,510   5,510
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
1,160 150   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
3 3    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,683 5,663 0 7,010
25 Contributions, gifts, grants paid....... 31,464 31,464
26 Total expenses and disbursements. Add lines 24 and 25 ................ 45,147 5,663 0 38,474
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -393
b Net investment income (if negative, enter -0-) 39,084
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............. 274 175 175
2 Savings and temporary cash investments......... 16,621 22,830 22,830
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)....... 187,580 Click to see attachment
List of Attached Documents:
// Content
172,920 		310,529
c Investments—corporate bonds (attach schedule)....... 306,282 Click to see attachment
List of Attached Documents:
// Content
297,003 		274,370
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 235,149 Click to see attachment
List of Attached Documents:
// Content
252,462 		275,045
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) 745,906 745,390 882,949
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........ 745,906 745,390
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)..... 745,906 745,390
30 Total liabilities and net assets/fund balances (see instructions). 745,906 745,390
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
745,906
2
Enter amount from Part I, line 27a .....................
2
-393
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
394
4
Add lines 1, 2, and 3 ..........................
4
745,907
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
517
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
745,390
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 5. APPLE COMPUTER CORPORATION COMMON   2024-06-26 2025-01-10
b 13. APPLE COMPUTER CORPORATION COMMON   2022-01-18 2025-01-10
c 17. ANALOG DEVICES INC     2025-01-31
d 43. MERCK & CO INC     2025-01-31
e 37. ARCH CAPITAL GROUP LTD   2022-07-08 2025-01-31
2. FACEBOOK INC CL A   2023-07-25 2025-02-21
2. REGENERON PHARMACEUTICALS INC   2024-10-03 2025-02-21
1. ALPHABET INC CL C   2022-01-18 2025-03-03
1. AMERISOURCEBERGEN CORP. COMMON   2025-01-31 2025-03-03
3. APPLE COMPUTER CORPORATION COMMON     2025-03-03
18.611 ARTISAN INTL VALUE FUND-INS   2024-10-21 2025-03-03
4. BANK OF NEW YORK MELLON CORP   2023-03-03 2025-03-03
2. BELLRING BRANDS INC   2024-02-12 2025-03-03
7. BERKLEY W R CORP   2023-01-24 2025-03-03
4. CMS ENERGY CORP     2025-03-03
1. CARLISLE COS INC   2021-12-07 2025-03-03
4. CHIPOTLE MEXICAN GRILL INC   2024-08-19 2025-03-03
1. DIAMONDBACK ENERGY INC   2024-08-09 2025-03-03
42.632 DOUBLELINE TTL RTRN BND-R6   2016-10-24 2025-03-03
1. ECOLABS INC   2023-07-14 2025-03-03
5. ENTERGY CORP COMMON   2024-05-10 2025-03-03
1. FACEBOOK INC CL A   2023-07-25 2025-03-03
1. HCA HOLDINGS INC   2022-07-08 2025-03-03
1. INTUITIVE SURGICAL INC   2023-06-15 2025-03-03
29. ISHARES GOLD TRUST   2024-10-21 2025-03-03
3. CEF ISHARES TR S&P   2024-04-29 2025-03-03
132. CEF ISHARES TR S&P     2025-03-03
3. ISHARES BARCLAYS CREDIT BOND ETF   2020-10-20 2025-03-03
79. ISHARES US TREASURY BOND ETF   2020-06-17 2025-03-03
2. J P MORGAN CHASE & CO   2021-12-07 2025-03-03
1. JONES LANG LASALLE INC   2024-10-03 2025-03-03
1. ELI LILLY & CO   2024-05-10 2025-03-03
1. MOHAWK IND INC COMMON   2024-01-10 2025-03-03
1. PNC BK CORP   2021-12-07 2025-03-03
1. PALO ALTO NETWORKS INC   2025-01-10 2025-03-03
1. PARKER HANNIFIN CORP   2024-05-10 2025-03-03
2. PHILIP MORRIS INTERNATIONAL   2024-08-27 2025-03-03
2. PHILLIPS 66   2023-01-24 2025-03-03
25.849 PIMCO INVESTMENT GRADE CREDIT BD-I   2020-06-17 2025-03-03
2. PROGESSIVE CORP., OHIO COMMON   2025-01-31 2025-03-03
4. RTX CORPORATION   2023-01-24 2025-03-03
1. TARGA RESOURCES   2023-08-10 2025-03-03
1. UNION PACIFIC CORP   2021-12-07 2025-03-03
1. UNITED HEALTH GROUP INC   2021-12-07 2025-03-03
21.467 VANGUARD M/B SEC INDEX-ADM   2020-06-17 2025-03-03
1. VERTEX PHARMACEUTICALS INC   2023-01-24 2025-03-03
2. VISA INC     2025-03-03
3. VONTIER CORP   2023-03-03 2025-03-03
5. WAL MART STORES INCORPORATED   2023-01-24 2025-03-03
2. WELLS FARGO & CO NEW   2025-02-21 2025-03-03
2. MEDTRONIC PLC   2025-01-31 2025-03-03
2. CHIPOTLE MEXICAN GRILL INC   2024-08-19 2025-03-10
50. CHIPOTLE MEXICAN GRILL INC   2023-01-24 2025-03-10
6. NETFLIX INC   2023-05-26 2025-03-10
70. VONTIER CORP     2025-03-10
1. ALPHABET INC CL C   2022-01-18 2025-04-21
1. APPLE COMPUTER CORPORATION COMMON   2022-03-18 2025-04-21
1. APPLIED MATERIALS   2022-03-18 2025-04-21
47.553 ARTISAN INTL VALUE FUND-INS     2025-04-21
3. ASTRAZENECA PLC SPONS ADR   2025-03-10 2025-04-21
2. BROADCOM INC   2025-03-03 2025-04-21
2. CISCO SYSTEMS   2025-03-10 2025-04-21
3. CORE & MAIN INC CL A   2024-04-03 2025-04-21
1. COSTCO WHOLESALE CORP   2022-01-18 2025-04-21
1. DIAMONDBACK ENERGY INC   2024-08-09 2025-04-21
388.558 DOUBLELINE TTL RTRN BND-R6     2025-04-21
48.079 EATON VANCE-ATLANTA SMID-R6   2025-03-03 2025-04-21
1.614 EATON VANCE-ATLANTA SMID-R6   2020-06-17 2025-04-21
1. INTERNATIONAL BUSINESS MACHINES CORP   2024-07-12 2025-04-21
5. ISHARES GOLD TRUST   2024-10-21 2025-04-21
172. ISHARES S&P MIDCAP 400 INDEX FUND   2024-12-09 2025-04-21
827. ISHARES US TREASURY BOND ETF     2025-04-21
37. 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
1. PALO ALTO NETWORKS INC   2025-01-10 2025-04-21
2. PHILIP MORRIS INTERNATIONAL   2024-08-27 2025-04-21
2. TARGA RESOURCES   2023-08-10 2025-04-21
2. TESLA INC   2025-03-03 2025-04-21
204.843 VANGUARD M/B SEC INDEX-ADM   2020-06-17 2025-04-21
6. VERIZON COMMUNICATIONS INC   2025-03-10 2025-04-21
2. WELLS FARGO & CO NEW   2025-02-21 2025-04-21
15. APPLIED MATERIALS     2025-05-02
19. BERKLEY W R CORP   2023-01-24 2025-05-02
16. CMS ENERGY CORP     2025-05-02
16. DIAMONDBACK ENERGY INC     2025-05-02
11. ENTERGY CORP COMMON   2024-05-10 2025-05-02
4. ENTERGY CORP COMMON   2023-12-18 2025-05-02
2. TARGA RESOURCES   2023-08-10 2025-05-02
2. UNITED HEALTH GROUP INC   2025-04-21 2025-05-02
5. UNITED HEALTH GROUP INC     2025-05-02
33. GLOBUS MEDICAL INC     2025-05-16
2. PALO ALTO NETWORKS INC   2025-01-10 2025-05-16
3. PALO ALTO NETWORKS INC   2023-10-04 2025-05-16
3. QUANTA SERVICES INC COMMON   2021-12-07 2025-05-16
2. VERTEX PHARMACEUTICALS INC   2023-01-24 2025-05-16
5. ALPHABET INC CL C   2022-01-18 2025-06-16
2. ALPHABET INC CL A   2013-03-22 2025-06-16
4. AMAZON INC COMMON     2025-06-16
3. AMAZON INC COMMON   2022-03-18 2025-06-16
1. APPLE COMPUTER CORPORATION COMMON   2022-03-18 2025-06-16
38.71 ARTISAN INTL VALUE FUND-INS   2024-12-09 2025-06-16
167.581 ARTISAN INTL VALUE FUND-INS     2025-06-16
4. BROADCOM INC   2025-03-03 2025-06-16
5. COTERRA ENERGY INC   2025-05-02 2025-06-16
2. CISCO SYSTEMS   2025-03-10 2025-06-16
2. EASTMAN CHEMICAL COMPANY INC   2024-04-03 2025-06-16
2. EVERGY INC   2025-05-02 2025-06-16
1. FACEBOOK INC CL A   2025-04-21 2025-06-16
1. INTERNATIONAL BUSINESS MACHINES CORP   2024-07-12 2025-06-16
4. ISHARES S&P MIDCAP 400 INDEX FUND   2024-12-09 2025-06-16
19. ISHARES CORE MSCI EMERGING MKTS ETF   2024-10-21 2025-06-16
1. J P MORGAN CHASE & CO   2021-12-07 2025-06-16
1. JONES LANG LASALLE INC   2024-07-12 2025-06-16
5. MICROSOFT CORPORATION     2025-06-16
1. MOHAWK IND INC COMMON   2024-01-10 2025-06-16
19. NVIDIA CORP COMMON     2025-06-16
3. NVIDIA CORP COMMON   2023-08-03 2025-06-16
1. PHILLIPS 66   2023-01-24 2025-06-16
1. PROGESSIVE CORP., OHIO COMMON   2025-04-21 2025-06-16
1. RTX CORPORATION   2025-04-21 2025-06-16
1. RTX CORPORATION   2023-01-24 2025-06-16
1. TARGA RESOURCES   2023-08-10 2025-06-16
2. TESLA INC   2023-06-15 2025-06-16
1. UNION PACIFIC CORP   2021-12-07 2025-06-16
2. MEDTRONIC PLC   2025-01-31 2025-06-16
1. TRANE TECHNOLOGIES PLC   2023-01-24 2025-06-16
3. BELLRING BRANDS INC   2024-08-19 2025-06-26
41. BELLRING BRANDS INC     2025-06-26
31. EASTMAN CHEMICAL COMPANY INC     2025-06-26
2. LPL FINANCIAL HOLDINGS INC     2025-06-26
20. MOHAWK IND INC COMMON     2025-06-26
6. INTUITIVE SURGICAL INC   2023-06-15 2025-08-01
9. AMAZON INC COMMON   2022-03-18 2025-08-29
3. EQUINIX INC REIT   2023-12-08 2025-08-29
2. ELI LILLY & CO     2025-08-29
5. VERTEX PHARMACEUTICALS INC   2023-01-24 2025-08-29
38. CMS ENERGY CORP   2024-07-12 2025-09-25
2. ALPHABET INC CL C   2022-03-18 2025-09-29
2. AMAZON INC COMMON   2022-03-18 2025-09-29
1. AMERISOURCEBERGEN CORP. COMMON   2024-04-15 2025-09-29
6. APPLE COMPUTER CORPORATION COMMON   2022-03-18 2025-09-29
4. ARISTA NETWORKS INC   2024-12-05 2025-09-29
4. BANK OF NEW YORK MELLON CORP   2023-03-03 2025-09-29
3. BERKLEY W R CORP   2023-01-24 2025-09-29
1. BLACKROCK INC   2022-01-18 2025-09-29
2. BROADCOM INC   2023-05-26 2025-09-29
2. COTERRA ENERGY INC   2025-05-02 2025-09-29
1. CAPITAL ONE FINL CORP   2025-08-01 2025-09-29
1. CARLISLE COS INC   2021-12-07 2025-09-29
5. CISCO SYSTEMS   2025-03-10 2025-09-29
3. CORE & MAIN INC CL A   2024-04-03 2025-09-29
1. COSTCO WHOLESALE CORP   2023-01-24 2025-09-29
1. ECOLABS INC   2023-07-14 2025-09-29
4. ENTERGY CORP COMMON   2023-12-18 2025-09-29
2. EVERGY INC   2025-08-01 2025-09-29
1. FACEBOOK INC CL A   2023-07-25 2025-09-29
1. HCA HOLDINGS INC   2022-07-08 2025-09-29
1. INTERNATIONAL BUSINESS MACHINES CORP   2024-07-12 2025-09-29
10. ISHARES GOLD TRUST   2024-04-29 2025-09-29
12. ISHARES CORE MSCI EMERGING MKTS ETF   2024-10-21 2025-09-29
2. J P MORGAN CHASE & CO   2021-12-07 2025-09-29
2. MICROSOFT CORPORATION   2022-03-18 2025-09-29
8. NVIDIA CORP COMMON   2023-08-03 2025-09-29
2. PNC BK CORP   2021-12-07 2025-09-29
2. PALO ALTO NETWORKS INC     2025-09-29
1. PHILIP MORRIS INTERNATIONAL   2024-08-27 2025-09-29
2. PROGESSIVE CORP., OHIO COMMON   2024-03-08 2025-09-29
1. QUANTA SERVICES INC COMMON   2021-12-07 2025-09-29
1. RTX CORPORATION   2023-01-24 2025-09-29
1. SALESFORCE INC   2025-05-02 2025-09-29
1. TAPESTRY INC   2025-06-26 2025-09-29
2. TWILIO INC CL A   2025-05-16 2025-09-29
7. VERIZON COMMUNICATIONS INC   2025-03-10 2025-09-29
2. VISA INC   2022-03-18 2025-09-29
4. WAL MART STORES INCORPORATED   2023-01-24 2025-09-29
6. WELLS FARGO & CO NEW   2025-02-21 2025-09-29
3. MEDTRONIC PLC   2025-01-31 2025-09-29
1. TRANE TECHNOLOGIES PLC   2023-01-24 2025-09-29
36.802 VANGUARD M/B SEC INDEX-ADM   2020-06-17 2025-09-30
73. COTERRA ENERGY INC   2025-05-02 2025-10-09
7. SALESFORCE INC   2025-05-02 2025-10-09
36. BERKLEY W R CORP   2023-01-24 2025-11-06
1. CARLISLE COS INC   2025-06-16 2025-11-06
8. CARLISLE COS INC     2025-11-06
106. MOSAIC CO     2025-11-06
2. AMERISOURCEBERGEN CORP. COMMON   2024-04-15 2025-12-11
2. COSTCO WHOLESALE CORP   2023-01-24 2025-12-11
76. 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    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,179   1,069 110
b 3,067   2,218 849
c 3,632   2,550 1,082
d 4,279   2,850 1,429
e 3,441   1,658 1,783
1,399   587 812
1,393   2,065 -672
173   137 36
254   255 -1
725   503 222
930   954 -24
359   205 154
146   119 27
441   328 113
291   268 23
342   244 98
220   210 10
160   199 -39
379   465 -86
271   188 83
434   280 154
674   294 380
309   175 134
574   328 246
1,571   1,497 74
337   318 19
14,825   14,200 625
153   182 -29
1,806   2,197 -391
528   326 202
272   265 7
911   768 143
117   106 11
192   204 -12
191   173 18
674   561 113
310   243 67
261   211 50
236   281 -45
565   499 66
537   384 153
203   84 119
248   250 -2
474   464 10
398   467 -69
478   310 168
726   450 276
112   82 30
490   237 253
157   158 -1
185   183 2
100   105 -5
2,494   1,602 892
5,246   2,220 3,026
2,304   1,917 387
151   137 14
193   162 31
135   134 1
2,313   2,409 -96
203   230 -27
333   408 -75
110   127 -17
147   179 -32
993   490 503
134   199 -65
3,396   4,233 -837
1,799   1,940 -141
60   55 5
239   183 56
322   258 64
9,299   11,516 -2,217
18,816   22,999 -4,183
2,800   2,849 -49
939   1,026 -87
841   768 73
165   173 -8
327   243 84
343   169 174
460   601 -141
3,722   4,453 -731
265   280 -15
129   158 -29
2,326   1,809 517
1,370   889 481
1,163   988 175
2,168   3,181 -1,013
923   617 306
335   203 132
322   169 153
795   900 -105
1,987   2,318 -331
1,974   3,001 -1,027
384   346 38
576   355 221
1,019   351 668
866   620 246
880   685 195
349   41 308
849   765 84
637   474 163
197   162 35
2,018   1,896 122
8,738   7,123 1,615
1,001   816 185
132   128 4
130   127 3
155   203 -48
137   138 -1
699   492 207
280   183 97
242   268 -26
1,116   1,083 33
267   163 104
240   225 15
2,375   1,497 878
103   106 -3
2,723   2,464 259
430   135 295
122   106 16
268   264 4
145   129 16
145   96 49
174   84 90
662   515 147
224   250 -26
177   183 -6
425   173 252
171   165 6
2,343   2,415 -72
2,365   3,138 -773
722   514 208
2,056   1,881 175
2,886   1,969 917
2,089   1,421 668
2,355   2,404 -49
1,462   1,376 86
1,958   1,551 407
2,681   2,334 347
420   270 150
450   316 134
296   235 61
1,384   971 413
539   430 109
417   205 212
215   140 75
1,108   833 275
588   159 429
49   51 -2
222   208 14
379   244 135
341   317 24
191   179 12
943   489 454
275   188 87
350   203 147
142   143 -1
733   294 439
408   175 233
240   183 57
659   441 218
742   684 58
593   326 267
1,007   593 414
1,362   359 1,003
409   408 1
382   236 146
165   122 43
494   394 100
373   117 256
158   96 62
253   274 -21
103   86 17
209   232 -23
309   327 -18
697   429 268
388   190 198
488   474 14
281   274 7
410   173 237
689   800 -111
1,701   1,871 -170
1,709   1,920 -211
2,690   1,685 1,005
319   361 -42
2,554   1,875 679
2,690   3,712 -1,022
692   471 221
1,752   978 774
3,062   3,546 -484
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
      2,290
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       110
b       849
c       1,082
d       1,429
e       1,783
      812
      -672
      36
      -1
      222
      -24
      154
      27
      113
      23
      98
      10
      -39
      -86
      83
      154
      380
      134
      246
      74
      19
      625
      -29
      -391
      202
      7
      143
      11
      -12
      18
      113
      67
      50
      -45
      66
      153
      119
      -2
      10
      -69
      168
      276
      30
      253
      -1
      2
      -5
      892
      3,026
      387
      14
      31
      1
      -96
      -27
      -75
      -17
      -32
      503
      -65
      -837
      -141
      5
      56
      64
      -2,217
      -4,183
      -49
      -87
      73
      -8
      84
      174
      -141
      -731
      -15
      -29
      517
      481
      175
      -1,013
      306
      132
      153
      -105
      -331
      -1,027
      38
      221
      668
      246
      195
      308
      84
      163
      35
      122
      1,615
      185
      4
      3
      -48
      -1
      207
      97
      -26
      33
      104
      15
      878
      -3
      259
      295
      16
      4
      16
      49
      90
      147
      -26
      -6
      252
      6
      -72
      -773
      208
      175
      917
      668
      -49
      86
      407
      347
      150
      134
      61
      413
      109
      212
      75
      275
      429
      -2
      14
      135
      24
      12
      454
      87
      147
      -1
      439
      233
      57
      218
      58
      267
      414
      1,003
      1
      146
      43
      100
      256
      62
      -21
      17
      -23
      -18
      268
      198
      14
      7
      237
      -111
      -170
      -211
      1,005
      -42
      679
      -1,022
      221
      774
      -484
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 22,415
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) 1 543
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........................... 3 543
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- ..... 5 543
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 604
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.............. 7 604
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 61
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax61 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)
WV
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 address  
14
The books are in care ofTRUIST BANK Telephone no. (804) 273-7445

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
12 		11,020    
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
815,096
b
Average of monthly cash balances.......................
1b
21,742
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
836,838
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
836,838
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
12,553
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
824,285
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
41,214
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
41,214
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
543
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
543
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
40,671
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
40,671
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
40,671
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
38,474
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
38,474
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 40,671
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 31,466
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: $ 38,474
a Applied to 2024, but not more than line 2a 31,466
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..... 7,008
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 .......... 		33,663
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMERICAN CANCER SOCIETY INC

PO BOX 720366
OKLAHOMA CITY,OK73162 		NONE   GENERAL SUPPORT 3,496

AMERICAN HEART ASSOCIATION
C/O BETSY BLOCH BEQUEST ADMIN
PO BOX 22249
ST PETERSBURG,FL33742 		NONE   GENERAL SUPPORT 3,496

AMERICAN LUNG ASSOCIATION
ATTN MARINA TANZER
13100 W LISBON RD STE 700
BROOKFIELD,WI53305 		NONE   GENERAL SUPPORT 3,496

EASTER SEALS UCP NORTH CAROLINA
& VIRGINIA
5171 GLENWOOD AVENUE SUITE 400
RALEIGH,NC27612 		NONE   GENERAL SUPPORT 3,496

BROAD STREET CHRISTIAN CHURCH

106 BROAD STREET
MARTINSVILLE,VA24112 		NONE   GENERAL SUPPORT 6,992

FAMILY YOUNG MENS CHRISTIAN ASSO
DBA MARTINSVILLE-HENRY CO FAM YM
3 STARLING AVE
MARTINSVILLE,VA24112 		NONE   GENERAL SUPPORT 3,496

PATRICK HENRY COMMUNITY COLLEGE
FOUNDATION
645 PATRIOT AVE
MARTINSVILLE,VA24112 		NONE   GENERAL SUPPORT 3,496

BLUE RIDGE REGIONAL LIBRARY

P O BOX 5264
MARTINSVILLE,VA24112 		NONE   GENERAL SUPPORT 3,496
Total ................................. 3a 31,464
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 22,339  
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 22,415  
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) ..   44,754  
13Total. Add line 12, columns (b), (d), and (e)..................
13
44,754
(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:
DOROTHY WELLS CHARITABLE TRUST
EIN:
20-6650568
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:
DOROTHY WELLS CHARITABLE TRUST
EIN:
20-6650568
Name of Bond End of Year Book Value End of Year Fair Market Value
722005816 PIMCO INVESTMENT GRA 40,766 36,942
258620566 DOUBLELINE TOTAL RET 52,854 46,344
46429B267 ISHARES US TREASURY 203,383 191,084

TY 2025 InvestmentsCorpStockSchedule
Name:
DOROTHY WELLS CHARITABLE TRUST
EIN:
20-6650568
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K107 ALPHABET INC CL C 5,407 16,945
02079K305 ALPHABET INC CL A 305 4,695
023135106 AMAZON.COM INC 6,163 13,849
032654105 ANALOG DEVICES INC    
30303M102 META PLATFORMS INC C 3,957 9,241
46120E602 INTUITIVE SURGICAL I    
58933Y105 MERCK & CO INC 3,252 3,474
594918104 MICROSOFT CORP 7,558 20,312
718546104 PHILLIPS 66 2,616 3,355
92826C839 VISA INC CL A 2,102 5,962
037833100 APPLE INC 9,364 16,855
038222105 APPLIED MATERIALS IN    
142339100 CARLISLE COS INC    
22160K105 COSTCO WHOLESALE COR 1,482 1,725
46625H100 JP MORGAN CHASE & CO 4,511 9,989
693475105 PNC FINL SVCS GROUP 3,190 3,548
74762E102 QUANTA SERVICES INC 1,071 4,221
907818108 UNION PAC CORP 2,710 2,776
91324P102 UNITEDHEALTH GROUP I    
931142103 WALMART INC 2,466 5,905
G8994E103 TRANE TECHNOLOGIES P 1,567 3,892
40412C101 HCA HEALTHCARE INC 1,397 3,735
G0450A105 ARCH CAPITAL GROUP L    
064058100 BANK OF NEW YORK MEL 2,002 4,528
084423102 WR BERKLEY CORP    
09857L108 BOOKING HOLDINGS INC 2,620 5,355
11135F101 BROADCOM INC 2,784 12,114
169656105 CHIPOTLE MEXICAN GRI    
278865100 ECOLAB INC 2,067 2,888
29364G103 ENTERGY CORP 2,998 4,714
50212V100 LPL FINANCIAL HOLDIN 2,047 2,857
532457108 LILLY ELI & CO 3,255 5,373
608190104 MOHAWK INDUSTRIES IN    
64110L106 NETFLIX INC    
67066G104 NVIDIA CORP 6,053 27,975
697435105 PALO ALTO NETWORKS I 2,204 3,316
75513E101 RTX CORPORATION 2,877 5,502
87612G101 TARGA RESOURCES 2,254 4,059
88160R101 TESLA INC 3,322 6,296
92532F100 VERTEX PHARMACEUTICA    
928881101 VONTIER CORP    
03073E105 CENCORA INC 2,393 3,378
040413205 ARISTA NETWORKS INC 3,492 4,062
07831C103 BELLRING BRANDS INC    
09290D101 BLACKROCK INC 2,318 3,211
125896100 CMS ENERGY CORP    
21874C102 CORE & MAIN INC CL A 2,658 2,339
25278X109 DIAMONDBACK ENERGY I    
277432100 EASTMAN CHEMICAL CO    
459200101 INTL BUSINESS MACHIN 3,107 5,036
48020Q107 JONES LANG LASALLE I 2,459 3,701
701094104 PARKER HANNIFIN CORP 2,243 3,516
718172109 PHILIP MORRIS INTL I 3,836 5,133
743315103 PROGRESSIVE CORP 3,715 4,099
75886F107 REGENERON PHARMACEUT    
G5960L103 MEDTRONIC PLC 4,155 4,419
00287Y109 ABBVIE INC 3,745 4,113
046353108 ASTRAZENECA PLC SPON 3,632 4,321
14040H105 CAPITAL ONE FINANCIA 2,680 3,393
17275R102 CISCO SYSTEMS INC 3,045 3,697
22788C105 CROWDSTRIKE HOLDINGS 2,035 1,875
30034W106 EVERGY INC 4,047 4,132
478160104 JOHNSON & JOHNSON 3,519 4,139
512807306 LAM RESEARCH CORPORA 3,473 6,162
688239201 OSHKOSH CORP 3,122 3,141
81762P102 SERVICENOW INC 4,110 3,064
876030107 TAPESTRY INC 2,750 4,089
90138F102 TWILIO INC CL A 1,967 2,418
91912E105 VALE S.A. SPONSORED 2,911 3,284
92537N108 VERTIV HOLDINGS LLC 1,826 1,620
949746101 WELLS FARGO & CO 4,010 4,753
G3265R107 APTIV PLC 2,071 1,978

TY 2025 InvestmentsOtherSchedule2
Name:
DOROTHY WELLS CHARITABLE TRUST
EIN:
20-6650568
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
04314H857 ARTISAN INTERNATIONA AT COST 17,747 27,290
277902235 EATON VANCE ATLANTA AT COST 13,356 14,426
464288620 ISHARES BROAD USD IN AT COST 55,264 51,201
464287804 ISHARES CORE S&P SMA AT COST 16,734 17,186
92206C755 VANGUARD MORTGAGE-BA AT COST 56,790 51,711
29444U700 EQUINIX INC      
464285204 ISHARES GOLD TRUST AT COST 14,467 24,513
464287507 ISHARES CORE S&P MID AT COST 6,270 6,270
46432F842 ISHARES CORE MSCI EA AT COST 56,886 64,769
46434G103 ISHARES CORE MSCI EM AT COST 14,948 17,679

TY 2025 OtherDecreasesSchedule
Name:
DOROTHY WELLS CHARITABLE TRUST
EIN:
20-6650568
Description Amount
2025 TRANSACTIONS POSTED IN 2026 426
COST BASIS ADJUSTMENT 91


TY 2025 OtherExpensesSchedule
Name:
DOROTHY WELLS CHARITABLE TRUST
EIN:
20-6650568
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 3 3   0


TY 2025 OtherIncreasesSchedule
Name:
DOROTHY WELLS CHARITABLE TRUST
EIN:
20-6650568
Description Amount
2024 TRANSACTIONS POSTED IN 2025 392
ROUNDING ADJUSTMENT 2


TY 2025 TaxesSchedule
Name:
DOROTHY WELLS CHARITABLE TRUST
EIN:
20-6650568
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 406 0   0
FEDERAL ESTIMATES - PRINCIPAL 604 0   0
FOREIGN TAXES ON QUALIFIED FOR 113 113   0
FOREIGN TAXES ON NONQUALIFIED 37 37   0