TY 2025 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

OMB No. 1545-0047

2025

Open to Public Inspection

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

Name of foundation
CHAPPELL CULPEPER FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address) 17 DARTMOUTH LANE
Room/suite

City or town
HAVERFORD

State or province
PA

Country

ZIP or foreign postal code
19041

A Employer identification number

25-6727111

B Telephone number (see instructions)

6109370517

C If exemption application is pending, check here

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

Address change Name change

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

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

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

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

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

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$61,303,798J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	700,000
2	Check .................
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	1,593,750		1,593,750
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		2,328,464
b	Gross sales price for all assets on line 6a 21,941,794
7	Capital gain net income (from Part IV, line 2)...			2,328,464
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	62,807	62,807
12	Total. Add lines 1 through 11........	4,685,021		3,985,021
13	Compensation of officers, directors, trustees, etc.	329,500		86,950	242,550
14	Other employee salaries and wages......	181,625		0	181,625
15	Pension plans, employee benefits.......	17,848		3,036	14,812
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	13,563	0	13,563
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	296,469	233,720	62,749
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	130,160	99,729	30,431
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............	5,199		0	5,199
21	Travel, conferences, and meetings.......	971		0	971
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	15,288	0	15,288
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	990,623		423,435	567,188
25	Contributions, gifts, grants paid.......	2,391,175			2,391,175
26	Total expenses and disbursements. Add lines 24 and 25 ................	3,381,798		423,435	2,958,363
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	1,303,223
b	Net investment income (if negative, enter -0-)			3,561,586
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2025)

Form 990-PF (2025)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	9,890	85,796	85,796
	2	Savings and temporary cash investments.........	1,724,537	2,464,574	2,464,574
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	48,275,749	List of Attached Documents: // Content 16,676,719	16,676,719
	c	Investments—corporate bonds (attach schedule).......	6,223,663	List of Attached Documents: // Content 3,808,958	3,808,958
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	0	List of Attached Documents: // Content 38,066,670	38,066,670
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 147,962	List of Attached Documents: // Content 201,081	List of Attached Documents: // Content 201,081
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	56,381,801	61,303,798	61,303,798
	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 )	List of Attached Documents: // Content 0	List of Attached Documents: // Content 1,024
	23	Total liabilities (add lines 17 through 22).........	0	1,024
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	56,381,801	61,302,774
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	56,381,801	61,302,774
	30	Total liabilities and net assets/fund balances (see instructions).	56,381,801	61,303,798

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

56,381,801

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

1,303,223

Other increases not included in line 2 (itemize) Click to see attachment

List of Attached Documents:

// Content

3,617,750

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

61,302,774

Decreases not included in line 2 (itemize)

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

61,302,774

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	SM ENERGY CO	P	2024-04-08	2025-03-07
b	VIKING THERAPEUTICS INC	P	2024-02-28	2025-02-11
c	ONESPAN INC	P	2025-02-13	2025-12-05
d	ATKORE INC	P	2024-05-20	2025-02-11
e	ONESPAN INC	P	2025-02-11	2025-12-05
	HAEMONETICS CORP	P	2024-11-19	2025-10-10
	VIKING THERAPEUTICS INC	P	2024-12-09	2025-02-11
	SM ENERGY CO	P	2024-07-24	2025-03-07
	OCEANEERING INTL INC	P	2024-07-24	2025-04-22
	IES HOLDINGS INC	P	2024-08-26	2025-01-28
	APPLIED INDUSTRIAL TECH	P	2024-01-18	2025-08-13
	APPLIED INDUSTRIAL TECH	P	2024-01-18	2025-10-16
	ATKORE INC	P	2020-11-18	2025-02-11
	ATKORE INC	P	2024-01-18	2025-02-11
	AVIENT CORP	P	2020-03-04	2025-11-07
	AVIENT CORP	P	2020-03-24	2025-11-07
	AVIENT CORP	P	2023-02-03	2025-11-07
	AVIENT CORP	P	2024-01-18	2025-11-07
	BOOT BARN HLDGS INC	P	2024-01-18	2025-06-05
	CHART INDS INC PAR $0.01	P	2024-01-18	2025-08-07
	CHART INDS INC PAR $0.01	P	2024-01-18	2025-09-11
	CHART INDS INC PAR $0.01	P	2024-08-26	2025-09-11
	COMFORT SYSTEMS USA INC	P	2024-01-18	2025-01-28
	COMFORT SYSTEMS USA INC	P	2024-01-18	2025-02-25
	EVERCORE INC A	P	2024-01-18	2025-02-25
	FABRINET	P	2023-07-12	2025-02-11
	FABRINET	P	2024-01-18	2025-02-11
	FEDERAL SIGNAL CORP	P	2024-04-03	2025-09-11
	FRANKLIN ELECTRIC CO INC	P	2021-05-11	2025-06-05
	FRANKLIN ELECTRIC CO INC	P	2022-03-07	2025-06-05
	FRANKLIN ELECTRIC CO INC	P	2022-05-02	2025-06-05
	FRANKLIN ELECTRIC CO INC	P	2022-11-02	2025-06-05
	FRANKLIN ELECTRIC CO INC	P	2024-01-18	2025-06-05
	GIII APPAREL GROUP LTD	P	2021-01-07	2025-04-07
	GIII APPAREL GROUP LTD	P	2023-01-25	2025-04-07
	GIII APPAREL GROUP LTD	P	2024-01-18	2025-04-07
	HAEMONETICS CORP	P	2024-07-08	2025-10-10
	HAEMONETICS CORP	P	2024-09-06	2025-10-10
	INSIGHT ENTERPRISES INC	P	2019-10-18	2025-09-19
	INSIGHT ENTERPRISES INC	P	2019-11-14	2025-09-19
	INSIGHT ENTERPRISES INC	P	2020-10-15	2025-09-19
	INSIGHT ENTERPRISES INC	P	2024-01-18	2025-09-19
	INTERPARFUMS INC	P	2020-11-10	2025-11-18
	INTERPARFUMS INC	P	2020-11-16	2025-11-18
	INTERPARFUMS INC	P	2021-03-25	2025-11-18
	INTERPARFUMS INC	P	2024-01-18	2025-11-18
	INTERPARFUMS INC	P	2024-01-18	2025-11-24
	KADANT INC	P	2019-05-29	2025-04-02
	KADANT INC	P	2024-01-18	2025-04-02
	KIRBY CORP	P	2022-01-11	2025-09-19
	KIRBY CORP	P	2022-04-01	2025-09-19
	KIRBY CORP	P	2024-01-18	2025-09-19
	KIRBY CORP	P	2024-01-18	2025-12-17
	LIGAND PHARMS INC NEW	P	2023-01-25	2025-12-05
	MACOM TECH SOLUTION HLDG	P	2024-01-18	2025-12-17
	MARZETTI CO	P	2023-08-15	2025-09-19
	MARZETTI CO	P	2023-10-03	2025-09-19
	MARZETTI CO	P	2024-01-18	2025-09-19
	MODINE MFG COMPANY	P	2024-01-18	2025-01-28
	MODINE MFG COMPANY	P	2024-01-18	2025-02-26
	MYR GROUP INC DE	P	2024-01-18	2025-02-20
	NAPCO SECURITY TECHS INC	P	2024-01-18	2025-02-11
	NAPCO SECURITY TECHS INC	P	2024-01-18	2025-02-13
	NAPCO SECURITY TECHS INC	P	2024-01-25	2025-02-13
	OCEANEERING INTL INC	P	2024-04-08	2025-04-22
	OLLIES BARGAIN OUTLET	P	2023-04-21	2025-04-02
	OLLIES BARGAIN OUTLET	P	2024-01-18	2025-04-02
	PALOMAR HOLDINGS INC	P	2020-08-04	2025-05-02
	PALOMAR HOLDINGS INC	P	2020-08-25	2025-05-02
	PALOMAR HOLDINGS INC	P	2020-10-06	2025-05-02
	PALOMAR HOLDINGS INC	P	2021-06-09	2025-05-02
	PALOMAR HOLDINGS INC	P	2021-07-29	2025-05-02
	PALOMAR HOLDINGS INC	P	2022-04-01	2025-05-02
	PALOMAR HOLDINGS INC	P	2024-01-18	2025-05-02
	PATHWARD FINANCIAL INC	P	2019-01-23	2025-10-10
	PATHWARD FINANCIAL INC	P	2019-05-29	2025-10-10
	PATHWARD FINANCIAL INC	P	2019-11-11	2025-10-10
	PATHWARD FINANCIAL INC	P	2023-08-28	2025-10-10
	PATHWARD FINANCIAL INC	P	2024-01-18	2025-10-10
	PLYMOUTH INDUSTRIAL REIT	P	2022-01-26	2025-09-11
	PLYMOUTH INDUSTRIAL REIT	P	2022-04-01	2025-09-11
	PLYMOUTH INDUSTRIAL REIT	P	2024-01-18	2025-09-11
	PLYMOUTH INDUSTRIAL REIT	P	2024-01-18	2025-10-10
	PRESTIGE CONSUMER HLTHCR	P	2022-05-23	2025-10-10
	PRESTIGE CONSUMER HLTHCR	P	2022-06-30	2025-10-10
	PRESTIGE CONSUMER HLTHCR	P	2022-09-26	2025-10-10
	PRESTIGE CONSUMER HLTHCR	P	2022-12-16	2025-10-10
	PRESTIGE CONSUMER HLTHCR	P	2024-01-18	2025-10-10
	SITIME CORP	P	2020-09-28	2025-12-05
	SITIME CORP	P	2020-10-15	2025-12-05
	SITIME CORP	P	2022-07-15	2025-12-05
	SITIME CORP	P	2023-02-03	2025-12-05
	SITIME CORP	P	2023-11-15	2025-12-05
	SITIME CORP	P	2024-01-18	2025-12-05
	SPS COMMERCE INC	P	2024-01-18	2025-11-07
	STERLING INFRA INC	P	2024-01-18	2025-04-02
	STERLING INFRA INC	P	2024-01-18	2025-04-07
	UFP INDUSTRIES INC	P	2024-01-18	2025-10-10
	UFP INDUSTRIES INC	P	2024-09-27	2025-10-10
	VERITEX HOLDINGS INC	P	2023-12-18	2025-07-16
	VERITEX HOLDINGS INC	P	2024-01-18	2025-07-16
	VERITEX HOLDINGS INC	P	2024-01-18	2025-08-07
	VERITEX HOLDINGS INC	P	2024-01-18	2025-10-10
	VERITEX HOLDINGS INC	P	2024-09-06	2025-10-10
	VICTORY CAP HLDGS INC A	P	2023-10-03	2025-04-02
	VICTORY CAP HLDGS INC A	P	2024-01-18	2025-04-02
	MID AMERICA APT CMNTYS	P	2025-04-07	2025-05-22
	CBOE GLOBAL MARKETS INC	P	2025-04-07	2025-05-22
	SHERWIN WILLIAMS CO	P	2025-04-07	2025-05-22
	APPLIED INDUSTRIAL TECH	P	2025-04-07	2025-05-22
	WALT DISNEY CO	P	2024-11-25	2025-05-22
	MEDTRONIC PLC	P	2024-11-19	2025-05-22
	PNC FINL SVCS GROUP INC	P	2024-08-05	2025-05-22
	SHERWIN WILLIAMS CO	P	2025-04-07	2025-09-25
	SALESFORCE INC	P	2024-11-25	2025-05-22
	CISCO SYSTEMS INC	P	2024-11-19	2025-05-22
	CITIGROUP INC NEW	P	2025-01-30	2025-05-22
	HUBSPOT INC	P	2025-01-30	2025-05-22
	TOLL BROTHERS INC	P	2024-09-16	2025-05-22
	TRUIST FINL CORP	P	2024-09-16	2025-01-30
	CITIGROUP INC NEW	P	2025-01-30	2025-10-08
	MID AMERICA APT CMNTYS	P	2025-04-07	2025-10-29
	DIGITAL REALTY TRUST INC	P	2024-11-25	2025-03-11
	INTL BUSINESS MACHS CORP	P	2024-05-22	2025-05-22
	TRUIST FINL CORP	P	2024-08-05	2025-01-30
	HCA HEALTHCARE INC	P	2025-06-05	2025-10-29
	DIGITAL REALTY TRUST INC	P	2024-11-25	2025-04-07
	HUBSPOT INC	P	2025-01-30	2025-08-11
	ABBVIE INC	P	2024-03-27	2025-05-22
	ADOBE INC	P	2024-01-18	2025-05-22
	ADOBE INC	P	2024-01-18	2025-07-21
	ADVANCED MICRO DEVICES	P	2020-10-27	2025-01-30
	ADVANCED MICRO DEVICES	P	2021-04-07	2025-01-30
	ADVANCED MICRO DEVICES	P	2021-05-12	2025-01-30
	ADVANCED MICRO DEVICES	P	2024-01-18	2025-01-30
	ALPHABET INC A	P	2019-05-29	2025-05-22
	AMAZON.COM INC	P	2017-03-02	2025-05-22
	APPLE INC	P	2015-07-27	2025-05-22
	APPLE INC	P	2015-09-09	2025-05-22
	AUTOMATIC DATA PROC INC	P	2022-09-20	2025-05-22
	AUTOMATIC DATA PROC INC	P	2022-09-20	2025-11-18
	AUTOMATIC DATA PROC INC	P	2022-11-02	2025-11-18
	AUTOMATIC DATA PROC INC	P	2024-01-18	2025-11-18
	BROADCOM INC	P	2019-07-01	2025-01-30
	BROADCOM INC	P	2020-08-17	2025-01-30
	BROADCOM INC	P	2023-10-17	2025-01-30
	BROADCOM INC	P	2023-10-17	2025-05-22
	BROADCOM INC	P	2023-10-17	2025-09-04
	CATERPILLAR INC	P	2020-04-23	2025-04-07
	CATERPILLAR INC	P	2020-07-16	2025-04-07
	CATERPILLAR INC	P	2021-09-28	2025-04-07
	CATERPILLAR INC	P	2024-01-18	2025-04-07
	CHIPOTLE MEXICAN GRILL A	P	2020-12-08	2025-05-22
	CHIPOTLE MEXICAN GRILL A	P	2020-12-08	2025-07-30
	CHIPOTLE MEXICAN GRILL A	P	2021-02-09	2025-07-30
	CHIPOTLE MEXICAN GRILL A	P	2024-01-18	2025-07-30
	CHIPOTLE MEXICAN GRILL A	P	2022-12-07	2025-07-30
	CHIPOTLE MEXICAN GRILL A	P	2023-03-21	2025-07-30
	COCA COLA COMPANY	P	2024-09-18	2025-05-22
	COSTCO WHOLESALE CORP	P	2015-09-02	2025-03-11
	COSTCO WHOLESALE CORP	P	2015-09-24	2025-03-11
	COSTCO WHOLESALE CORP	P	2015-09-24	2025-05-22
	COSTCO WHOLESALE CORP	P	2016-01-15	2025-05-22
	DYNATRACE INC	P	2024-01-10	2025-05-22
	DYNATRACE INC	P	2024-01-10	2025-11-04
	DYNATRACE INC	P	2024-01-18	2025-11-04
	DYNATRACE INC	P	2024-09-16	2025-11-04
	EASTGROUP PPTYS INC	P	2024-01-10	2025-05-22
	EATON CORP PLC	P	2020-06-23	2025-05-22
	ELI LILLY & CO	P	2021-09-28	2025-05-22
	ELI LILLY & CO	P	2021-12-23	2025-05-22
	EXXON MOBIL CORP	P	2021-01-13	2025-05-22
	EXXON MOBIL CORP	P	2021-01-13	2025-06-05
	EXXON MOBIL CORP	P	2021-05-12	2025-06-05
	EXXON MOBIL CORP	P	2024-01-18	2025-06-05
	FREEPORT MCMORAN INC	P	2022-05-17	2025-05-22
	FREEPORT MCMORAN INC	P	2024-01-18	2025-05-22
	FREEPORT MCMORAN INC	P	2024-01-18	2025-09-25
	HARTFORD INS GROUP INC	P	2024-01-10	2025-05-22
	HARTFORD INS GROUP INC	P	2024-01-18	2025-05-22
	HARTFORD INS GROUP INC	P	2024-01-18	2025-06-05
	HOME DEPOT INC	P	2015-07-24	2025-05-22
	HOME DEPOT INC	P	2015-07-27	2025-05-22
	INTL BUSINESS MACHS CORP	P	2024-05-22	2025-07-21
	INTL FLAVOR & FRAGRANCE	P	2023-05-02	2025-04-07
	INTL FLAVOR & FRAGRANCE	P	2024-01-18	2025-04-07
	INTUITIVE SURGICAL NEW	P	2022-03-22	2025-03-11
	INTUITIVE SURGICAL NEW	P	2023-02-07	2025-03-11
	INTUITIVE SURGICAL NEW	P	2024-01-18	2025-03-11
	INTUITIVE SURGICAL NEW	P	2024-01-18	2025-05-22
	JOHNSON & JOHNSON	P	2019-01-23	2025-05-22
	JOHNSON & JOHNSON	P	2019-05-29	2025-05-22
	JOHNSON & JOHNSON	P	2019-05-29	2025-10-08
	JOHNSON & JOHNSON	P	2024-01-18	2025-10-08
	JPMORGAN CHASE & CO	P	2015-07-27	2025-03-11
	JPMORGAN CHASE & CO	P	2015-09-24	2025-03-11
	JPMORGAN CHASE & CO	P	2016-01-15	2025-03-11
	JPMORGAN CHASE & CO	P	2019-01-25	2025-03-11
	JPMORGAN CHASE & CO	P	2019-01-25	2025-05-22
	LAM RESEARCH CORP NEW	P	2020-10-23	2025-05-22
	LAM RESEARCH CORP NEW	P	2024-01-18	2025-05-22
	MARATHON PETROLEUM CORP	P	2024-01-18	2025-05-22
	MARRIOTT INTL INC NEW A	P	2024-03-27	2025-04-07
	MARTIN MARIETTA MTLS INC	P	2022-05-17	2025-05-22
	MARTIN MARIETTA MTLS INC	P	2024-01-18	2025-05-22
	MARTIN MARIETTA MTLS INC	P	2024-01-18	2025-06-05
	MASTERCARD INC A	P	2019-05-29	2025-05-22
	MASTERCARD INC A	P	2021-11-17	2025-05-22
	MASTERCARD INC A	P	2024-01-18	2025-05-22
	MASTERCARD INC A	P	2024-01-18	2025-12-11
	META PLATFORMS INC A	P	2020-01-08	2025-05-22
	META PLATFORMS INC A	P	2020-01-27	2025-05-22
	METLIFE INC	P	2020-03-05	2025-05-22
	METLIFE INC	P	2022-02-07	2025-05-22
	METLIFE INC	P	2022-02-07	2025-07-30
	METLIFE INC	P	2022-08-22	2025-07-30
	METLIFE INC	P	2024-01-18	2025-07-30
	METLIFE INC	P	2024-07-18	2025-07-30
	MICROSOFT CORP	P	2019-01-23	2025-05-22
	MICROSOFT CORP	P	2016-10-20	2025-05-22
	MORGAN STANLEY	P	2024-01-18	2025-05-22
	NETFLIX INC	P	2021-11-09	2025-05-22
	NEXTERA ENERGY INC	P	2019-01-23	2025-06-05
	NEXTERA ENERGY INC	P	2019-02-26	2025-06-05
	NEXTERA ENERGY INC	P	2019-05-29	2025-06-05
	NEXTERA ENERGY INC	P	2021-08-03	2025-06-05
	NEXTERA ENERGY INC	P	2018-09-04	2025-06-05
	NEXTERA ENERGY INC	P	2019-01-25	2025-06-05
	NEXTERA ENERGY INC	P	2019-08-06	2025-06-05
	NEXTERA ENERGY INC	P	2024-05-22	2025-06-05
	NVIDIA CORP	P	2019-12-03	2025-05-22
	PALO ALTO NETWORKS INC	P	2020-06-02	2025-05-22
	PALO ALTO NETWORKS INC	P	2021-06-29	2025-05-22
	PNC FINL SVCS GROUP INC	P	2024-08-05	2025-10-29
	PPL CORP	P	2023-01-03	2025-05-22
	PROCTER & GAMBLE CO	P	2021-10-26	2025-05-22
	QUANTA SERVICES INC	P	2023-03-21	2025-05-22
	QUANTA SERVICES INC	P	2023-03-21	2025-07-30
	QUANTA SERVICES INC	P	2023-06-28	2025-07-30
	QUANTA SERVICES INC	P	2023-08-15	2025-07-30
	QUANTA SERVICES INC	P	2024-01-18	2025-07-30
	QUANTA SERVICES INC	P	2024-01-18	2025-10-29
	REGENERON PHARMACEUTICAL	P	2021-02-01	2025-05-22
	ROSS STORES INC	P	2020-05-28	2025-08-21
	ROSS STORES INC	P	2020-07-16	2025-08-21
	ROSS STORES INC	P	2021-05-12	2025-08-21
	ROSS STORES INC	P	2021-11-05	2025-08-21
	ROSS STORES INC	P	2024-01-10	2025-08-21
	ROSS STORES INC	P	2024-01-18	2025-08-21
	RTX CORP	P	2023-03-21	2025-05-22
	SAIA INC	P	2024-01-18	2025-05-22
	SAIA INC	P	2024-01-18	2025-10-29
	SCHLUMBERGER LTD	P	2022-10-25	2025-05-22
	SPOTIFY TECHNOLOGY SA	P	2024-01-18	2025-03-11
	SPOTIFY TECHNOLOGY SA	P	2024-01-18	2025-05-22
	STRYKER CORP	P	2019-01-23	2025-05-22
	STRYKER CORP	P	2019-05-29	2025-05-22
	STRYKER CORP	P	2019-05-29	2025-10-08
	STRYKER CORP	P	2020-04-23	2025-10-08
	STRYKER CORP	P	2023-09-26	2025-10-08
	STRYKER CORP	P	2024-01-18	2025-10-08
	TESLA INC	P	2021-08-18	2025-05-22
	TYSON FOODS INC A	P	2024-01-10	2025-05-22
	UNITED RENTALS INC	P	2021-09-28	2025-05-22
	UNITED RENTALS INC	P	2024-01-18	2025-05-22
	UNITEDHEALTH GROUP INC	P	2015-07-23	2025-05-22
	UNITEDHEALTH GROUP INC	P	2015-07-24	2025-05-22
	UNITEDHEALTH GROUP INC	P	2015-07-24	2025-06-05
	UNITEDHEALTH GROUP INC	P	2015-07-27	2025-06-05
	UNITEDHEALTH GROUP INC	P	2015-09-24	2025-06-05
	UNITEDHEALTH GROUP INC	P	2016-01-15	2025-06-05
	UNITEDHEALTH GROUP INC	P	2019-01-25	2025-06-05
	UNITEDHEALTH GROUP INC	P	2024-01-18	2025-06-05
	UNITEDHEALTH GROUP INC	P	2019-01-23	2025-06-05
	UNITEDHEALTH GROUP INC	P	2019-03-07	2025-06-05
	UNITEDHEALTH GROUP INC	P	2019-05-28	2025-06-05
	UNITEDHEALTH GROUP INC	P	2019-05-29	2025-06-05
	VERTEX PHARMS INC	P	2024-01-18	2025-05-22
	VISA INC CL A	P	2015-09-24	2025-05-22
	VISA INC CL A	P	2016-01-15	2025-05-22
	WALMART INC	P	2019-03-13	2025-05-09
	WALMART INC	P	2019-05-29	2025-05-09
	WALMART INC	P	2021-10-26	2025-05-09
	WALMART INC	P	2024-01-18	2025-05-09
	WALMART INC	P	2024-01-18	2025-05-22
	PIMCO INC C	P	2024-06-03	2025-05-22
	PIMCO INC C	P	2024-11-01	2025-05-22
	PIMCO INC C	P	2024-07-01	2025-05-22
	PIMCO INC C	P	2025-02-03	2025-05-22
	PIMCO INC C	P	2024-12-02	2025-05-22
	PIMCO INC C	P	2024-08-01	2025-05-22
	PIMCO INC C	P	2025-05-01	2025-05-22
	PIMCO INC C	P	2024-09-03	2025-05-22
	PIMCO INC C	P	2025-04-01	2025-05-22
	PIMCO INC C	P	2025-03-03	2025-05-22
	PIMCO INC C	P	2024-10-01	2025-05-22
	AMR US GOV MMKT A	P	2024-10-09	2025-05-22
	AMR US GOV MMKT A	P	2024-11-01	2025-05-22
	AMR US GOV MMKT A	P	2024-12-02	2025-05-22
	AMR US GOV MMKT A	P	2025-01-02	2025-05-22
	AMR US GOV MMKT A	P	2025-02-03	2025-05-22
	AMR US GOV MMKT A	P	2025-03-03	2025-05-22
	AMR US GOV MMKT A	P	2025-04-01	2025-05-22
	AMR US GOV MMKT A	P	2025-05-01	2025-05-22
	JOHNSON NOTE 2.9 011528	P	2020-04-01	2025-05-22
	JOHNSON NOTE 2.9 011528	P	2022-05-06	2025-05-22
	PIMCO INC C	P	2021-08-27	2025-05-22
	PIMCO INC C	P	2021-09-01	2025-05-22
	PIMCO INC C	P	2021-10-01	2025-05-22
	PIMCO INC C	P	2021-11-01	2025-05-22
	PIMCO INC C	P	2021-12-01	2025-05-22
	PIMCO INC C	P	2022-01-03	2025-05-22
	PIMCO INC C	P	2022-02-01	2025-05-22
	PIMCO INC C	P	2022-03-01	2025-05-22
	PIMCO INC C	P	2022-04-01	2025-05-22
	PIMCO INC C	P	2022-05-02	2025-05-22
	PIMCO INC C	P	2022-06-01	2025-05-22
	PIMCO INC C	P	2022-07-01	2025-05-22
	PIMCO INC C	P	2022-08-01	2025-05-22
	PIMCO INC C	P	2022-09-01	2025-05-22
	PIMCO INC C	P	2022-10-03	2025-05-22
	PIMCO INC C	P	2022-11-01	2025-05-22
	PIMCO INC C	P	2022-12-01	2025-05-22
	PIMCO INC C	P	2022-12-28	2025-05-22
	PIMCO INC C	P	2023-01-03	2025-05-22
	PIMCO INC C	P	2023-02-01	2025-05-22
	PIMCO INC C	P	2023-03-01	2025-05-22
	PIMCO INC C	P	2023-04-03	2025-05-22
	PIMCO INC C	P	2023-05-01	2025-05-22
	PIMCO INC C	P	2023-06-01	2025-05-22
	PIMCO INC C	P	2023-07-03	2025-05-22
	PIMCO INC C	P	2023-08-01	2025-05-22
	PIMCO INC C	P	2023-09-01	2025-05-22
	PIMCO INC C	P	2023-10-02	2025-05-22
	PIMCO INC C	P	2023-11-01	2025-05-22
	PIMCO INC C	P	2023-12-01	2025-05-22
	PIMCO INC C	P	2024-01-02	2025-05-22
	PIMCO INC C	P	2024-01-25	2025-05-22
	PIMCO INC C	P	2024-02-01	2025-05-22
	PIMCO INC C	P	2024-02-29	2025-05-22
	PIMCO INC C	P	2024-03-01	2025-05-22
	PIMCO INC C	P	2024-04-01	2025-05-22
	PIMCO INC C	P	2024-05-01	2025-05-22
	PIMCO INC C	P	2025-01-02	2025-05-22
	UST NOTE 2.375 051527	P	2019-10-23	2025-05-22
	UST NOTE 2.375 051527	P	2023-06-01	2025-05-22
	UST NOTE 2.875 081528	P	2019-10-21	2025-05-22
	UST NOTE 2.875 081528	P	2023-06-01	2025-05-22
	WALMART INC 3.05 070826	P	2019-06-17	2025-05-22
	DREYFUS PREFERRED GO ONEY MARKET FUND INSTITUTIONAL CLASS	P	2024-02-21	2025-01-10
	DREYFUS PREFERRED GO ONEY MARKET FUND INSTITUTIONAL CLASS	P	2024-02-21	2025-02-07
	DREYFUS PREFERRED GO ONEY MARKET FUND INSTITUTIONAL CLASS	P	2024-02-21	2025-02-13
	INVESCO ACTIVELY MAN NGE-TRADED FD TR ULTRA SHORT E TF	P	2024-07-17	2025-02-13
	SPDR SER TR BLOOMBER SHORT TERM CORPORATE BD ETF	P	2025-06-13	2025-07-14
	SPDR SER TR BLOOMBER SHORT TERM CORPORATE BD ETF	P	2025-06-13	2025-10-17
	SPDR SER TR BLOOMBER SHORT TERM CORPORATE BD ETF	P	2025-06-13	2025-11-10
	SPDR SER TR BLOOMBER SHORT TERM CORPORATE BD ETF	P	2025-06-13	2025-11-24
	UNITED STATES TREAS 00% 11/13/25 B/E DTD 05/15/25	P	2025-09-25	2025-11-13
	INVESCO ACTIVELY MAN NGE-TRADED FD TR ULTRA SHORT E TF	P	2024-07-17	2025-08-27
	INVESCO ACTIVELY MAN NGE-TRADED FD TR ULTRA SHORT E TF	P	2024-07-17	2025-08-28
	ADOBE SYS INC COM	P	2022-03-22	2025-07-03
	ADOBE SYS INC COM	P	2022-04-22	2025-07-03
	ADVANCED MICRO DEVIC	P	2022-04-22	2025-07-03
	APPLE INC COM	P	2024-10-10	2025-11-24
	BADGER METER INC COM	P	2024-07-17	2025-11-24
	CHURCH & DWIGHT INC	P	2023-01-23	2025-07-03
	DIGITAL RLTY TR INC	P	2023-01-23	2025-11-24
	DIGITAL RLTY TR INC	P	2023-04-13	2025-11-24
	DIREXION SHS ETF TR EQUAL WEIGHTED INDEX SHS	P	2023-09-14	2025-11-24
	DREYFUS PREFERRED GO ONEY MARKET FUND INSTITUTIONAL CLASS	P	2024-10-10	2025-11-24
	DREYFUS PREFERRED GO ONEY MARKET FUND INSTITUTIONAL CLASS	P	2024-10-10	2025-11-24
	DREYFUS PREFERRED GO ONEY MARKET FUND INSTITUTIONAL CLASS	P	2024-10-10	2025-11-24
	DREYFUS PREFERRED GO ONEY MARKET FUND INSTITUTIONAL CLASS	P	2024-10-10	2025-11-24
	INVESCO ACTIVELY MAN NGE-TRADED FD TR ULTRA SHORT E TF	P	2023-09-14	2025-11-24
	INVESCO EXCHANGE-TRA S&P 500 GARP ETF	P	2023-09-14	2025-11-24
	KINSALE CAP GROUP IN	P	2023-01-23	2025-11-24
	MICROSOFT CORP COM	P	2024-10-10	2025-11-24
	PHILLIPS 66 COM	P	2023-01-23	2025-07-03
	REGENERON PHARMACEUT COM	P	2023-01-23	2025-07-03
	SIMPSON MFG INC COM	P	2023-01-23	2025-11-24
	UNITEDHEALTH GROUP I	P	2024-06-06	2025-07-03
	UNIVERSAL DISPLAY CO	P	2023-01-23	2025-07-03
	VERISK ANALYTICS INC	P	2023-01-23	2025-07-03
	WESTLAKE CORP COM	P	2023-01-23	2025-07-03
	ABBVIE INC	P	2023-06-01	2025-01-17
	ABBVIE INC	P	2023-06-16	2025-01-17
	ABBOTT LABORATORI	P	2023-06-02	2025-01-17
	ABBOTT LABORATORI	P	2023-06-16	2025-01-17
	AT&T INC	P	2023-06-02	2025-01-17
	AT&T INC	P	2023-06-16	2025-01-17
	AT&T INC	P	2023-09-21	2025-01-17
	AT&T INC	P	2023-09-22	2025-01-17
	APPLE INC	P	2023-06-02	2025-01-17
	APPLE INC	P	2023-06-16	2025-01-17
	ANTHEM INC	P	2023-06-02	2025-01-17
	ANTHEM INC	P	2023-06-16	2025-01-17
	ANHEUSER-BUSCH IN	P	2023-06-01	2025-01-17
	ANHEUSER-BUSCH IN	P	2023-06-16	2025-01-17
	AMGEN INC	P	2023-06-01	2025-01-17
	AMGEN INC	P	2023-06-16	2025-01-17
	BP CAP MARKETS	P	2023-06-02	2025-01-17
	BP CAP MARKETS	P	2023-06-16	2025-01-17
	HP ENTERPRISE CO	P	2023-06-01	2025-01-17
	HP ENTERPRISE CO	P	2023-06-16	2025-01-17
	FISERV INC	P	2023-06-02	2025-01-17
	FISERV INC	P	2023-06-16	2025-01-17
	FIFTH THIRD BANCORP	P	2023-10-02	2025-01-17
	CVS HEALTH CORP	P	2023-09-19	2025-01-17
	CIGNA CORP	P	2023-06-02	2025-01-17
	CIGNA CORP	P	2023-06-20	2025-01-17
	CITIGROUP INC	P	2023-06-02	2025-01-17
	CITIGROUP INC	P	2023-06-16	2025-01-17
	CAP ONE FINCL CO	P	2023-06-01	2025-01-17
	CAP ONE FINCL CO	P	2023-06-16	2025-01-17
	DOWDUPONT INC	P	2023-06-01	2025-01-17
	DOWDUPONT INC	P	2023-06-16	2025-01-17
	DUKE ENERGY CORP	P	2023-06-02	2025-01-17
	DUKE ENERGY CORP	P	2023-06-16	2025-01-17
	GOLDMAN SACHS GRO	P	2023-06-01	2025-01-17
	GOLDMAN SACHS GRO	P	2023-06-16	2025-01-17
	JPMORGAN CHASE &	P	2023-06-01	2025-01-17
	JPMORGAN CHASE &	P	2023-06-16	2025-01-17
	LOWE'S COS INC	P	2023-06-02	2025-01-17
	LOWE'S COS INC	P	2023-06-16	2025-01-17
	MERCK & CO INC	P	2023-06-01	2025-01-17
	MERCK & CO INC	P	2023-06-16	2025-01-17
	MCDONALD'S CORP	P	2023-06-01	2025-01-17
	MCDONALD'S CORP	P	2023-06-16	2025-01-17
	NORTHROP GRUMMAN	P	2023-06-01	2025-01-17
	NORTHROP GRUMMAN	P	2023-06-16	2025-01-17
	PNC FINANCIAL SERVICES	P	2023-08-30	2025-01-17
	PNC FINANCIAL SERVICES	P	2023-08-30	2025-01-17
	PNC FINANCIAL SERVICES	P	2023-09-02	2025-01-17
	PNC FINANCIAL SERVICES	P	2023-11-09	2025-01-17
	PNC FINANCIAL SERVICES	P	2023-11-13	2025-01-17
	VERIZON COMMUN	P	2023-06-02	2025-01-17
	VERIZON COMMUN	P	2023-06-16	2025-01-17
	SHIRE ACQ INV IRE	P	2023-06-01	2025-01-17
	SHIRE ACQ INV IRE	P	2023-06-16	2025-01-17
	SALESFORCE.COM	P	2023-06-02	2025-01-17
	SALESFORCE.COM	P	2023-06-16	2025-01-17
	UNITED TECHNOLOGI	P	2023-06-02	2025-01-17
	UNITED TECHNOLOGI	P	2023-06-16	2025-01-17
	WALT DISNEY COMPA	P	2023-06-02	2025-01-17
	WALT DISNEY COMPA	P	2023-06-16	2025-01-17
	MORGAN STANLEY	P	2023-06-01	2025-01-17
	MORGAN STANLEY	P	2023-06-16	2025-01-17
	WELLS FARGO & COMPANY	P	2023-06-01	2025-01-17
	WELLS FARGO & COMPANY	P	2023-06-16	2025-01-17
	AMERICAN EXPRESS CO	P	2024-02-22	2025-01-17
	AMERICAN EXPRESS CO	P	2024-02-23	2025-01-17
	AMERICAN EXPRESS CO	P	2024-02-26	2025-01-17
	AMERICAN EXPRESS CO	P	2024-02-27	2025-01-17
	FIFTH THIRD BANCORP	P	2024-02-27	2025-01-17
	FIFTH THIRD BANCORP	P	2024-02-28	2025-01-17
	FIFTH THIRD BANCORP	P	2024-03-01	2025-01-17
	FIFTH THIRD BANCORP	P	2024-03-01	2025-01-17
	FIFTH THIRD BANCORP	P	2024-07-08	2025-01-17
	PNC FINANCIAL SERVICES	P	2024-03-01	2025-01-17
	ABBVIE INC	P	2025-01-22	2025-03-17
	INTERCONTINENTALE	P	2023-06-01	2025-05-23
	INTERCONTINENTALE	P	2023-06-16	2025-05-23
	UNITEDHEALTH GROU	P	2023-06-01	2025-07-15
	UNITEDHEALTH GROU	P	2023-06-16	2025-07-15
	UNITEDHEALTH GROU	P	2025-01-22	2025-07-15
	UNITEDHEALTH GROU	P	2023-06-02	2025-08-18
	UNITEDHEALTH GROU	P	2023-06-16	2025-08-18
	UNITEDHEALTH GROU	P	2025-01-22	2025-08-18
	HP ENTERPRISE CO	P	2023-06-01	2025-09-17
	HP ENTERPRISE CO	P	2023-06-16	2025-09-17
	HP ENTERPRISE CO	P	2025-01-22	2025-09-17
	COMCAST CORP	P	2023-06-01	2025-10-09
	COMCAST CORP	P	2023-06-16	2025-10-09
	COMCAST CORP	P	2025-01-22	2025-10-09
	GS GQG PARTNERS	P	2025-01-01	2025-12-03
	TORONTO-DOMINION	P	2023-06-02	2025-11-12
	NEWMONT CORP	P	2023-06-01	2025-11-12
	THERMO FISHER SCI	P	2023-06-01	2025-11-12
	ISHARES RUSSELL 1000	P	2023-08-11	2025-01-15
	ISHARES RUSSELL 1000	P	2023-08-11	2025-01-16
	ISHARES RUSSELL 1000	P	2023-10-09	2025-01-16
	ISHARES RUSSELL 1000	P	2023-11-01	2025-01-16
	ISHARES RUSSELL 1000	P	2023-11-03	2025-01-16
	ISHARES RUSSELL 1000	P	2023-12-01	2025-01-16
	ISHARES RUSSELL 1000	P	2023-08-11	2025-01-16
	ISHARES RUSSELL 1000	P	2023-08-11	2025-01-16
	ISHARES RUSSELL 1000	P	2023-08-29	2025-01-16
	ISHARES RUSSELL 1000	P	2023-10-09	2025-01-16
	ISHARES RUSSELL 1000	P	2023-11-01	2025-01-16
	ISHARES RUSSELL 1000	P	2023-11-03	2025-01-16
	ISHARES RUSSELL 1000	P	2023-12-01	2025-01-16
	SCHWAB US SMALL-CAP ETF	P	2023-08-11	2025-01-16
	SCHWAB US SMALL-CAP ETF	P	2023-10-09	2025-01-16
	SCHWAB US SMALL-CAP ETF	P	2023-11-01	2025-01-16
	SCHWAB US SMALL-CAP ETF	P	2023-11-03	2025-01-16
	SCHWAB US SMALL-CAP ETF	P	2023-12-01	2025-01-16
	VANGUARD RUSSELL 1000 ET	P	2023-08-11	2025-01-16
	VANGUARD RUSSELL 1000 ET	P	2023-10-09	2025-01-16
	VANGUARD RUSSELL 1000 ET	P	2023-11-01	2025-01-16
	VANGUARD RUSSELL 1000 ET	P	2023-11-03	2025-01-16
	VANGUARD RUSSELL 1000 ET	P	2023-12-01	2025-01-16
	ISHARES US TREASURY BOND	P	2023-08-11	2025-01-16
	ISHARES US TREASURY BOND	P	2023-08-26	2025-01-16
	ISHARES US TREASURY BOND	P	2023-10-09	2025-01-16
	ISHARES US TREASURY BOND	P	2023-10-17	2025-01-16
	ISHARES US TREASURY BOND	P	2023-11-01	2025-01-16
	ISHARES US TREASURY BOND	P	2023-11-03	2025-01-16
	ISHARES US TREASURY BOND	P	2023-12-01	2025-01-16
	ISHARES TR CORE MSCI	P	2023-08-11	2025-01-16
	ISHARES TR CORE MSCI	P	2023-10-09	2025-01-16
	ISHARES TR CORE MSCI	P	2023-11-01	2025-01-16
	ISHARES TR CORE MSCI	P	2023-11-03	2025-01-16
	ISHARES TR CORE MSCI	P	2023-12-01	2025-01-16
	MFS VALUE FD CL I	P	2023-08-11	2025-01-16
	MFS VALUE FD CL I	P	2023-08-11	2025-01-16
	MFS VALUE FD CL I	P	2023-10-09	2025-01-16
	MFS VALUE FD CL I	P	2023-11-01	2025-01-16
	MFS VALUE FD CL I	P	2023-11-03	2025-01-16
	MFS VALUE FD CL I	P	2023-12-01	2025-01-16
	MACQUARIE SMALL CAP CORE	P	2023-08-11	2025-01-16
	MACQUARIE SMALL CAP CORE	P	2023-08-29	2025-01-16
	MACQUARIE SMALL CAP CORE	P	2023-10-09	2025-01-16
	MACQUARIE SMALL CAP CORE	P	2023-10-17	2025-01-16
	MACQUARIE SMALL CAP CORE	P	2023-11-01	2025-01-16
	MACQUARIE SMALL CAP CORE	P	2023-11-03	2025-01-16
	MACQUARIE SMALL CAP CORE	P	2023-12-01	2025-01-16
	EDGEWOOD GROWTH FUND CL	P	2023-08-11	2025-01-16
	EDGEWOOD GROWTH FUND CL	P	2023-10-09	2025-01-16
	EDGEWOOD GROWTH FUND CL	P	2023-10-17	2025-01-16
	EDGEWOOD GROWTH FUND CL	P	2023-11-01	2025-01-16
	EDGEWOOD GROWTH FUND CL	P	2023-11-03	2025-01-16
	EDGEWOOD GROWTH FUND CL	P	2023-12-01	2025-01-16
	GS GQG PARTNERS	P	2023-08-11	2025-01-15
	GS GQG PARTNERS	P	2023-10-09	2025-01-15
	GS GQG PARTNERS	P	2023-11-01	2025-01-15
	GS GQG PARTNERS	P	2023-11-03	2025-01-15
	GS GQG PARTNERS	P	2023-11-03	2025-01-16
	GS GQG PARTNERS	P	2023-12-01	2025-01-16
	OAKMARK INTL FD CL	P	2023-08-11	2025-01-15
	OAKMARK INTL FD CL	P	2023-10-09	2025-01-15
	OAKMARK INTL FD CL	P	2023-10-17	2025-01-15
	OAKMARK INTL FD CL	P	2023-11-01	2025-01-15
	OAKMARK INTL FD CL	P	2023-11-03	2025-01-15
	OAKMARK INTL FD CL	P	2023-12-01	2025-01-15
	BLACKROCK EQTY DIVIDEND	P	2023-08-11	2025-01-16
	BLACKROCK EQTY DIVIDEND	P	2023-08-29	2025-01-16
	BLACKROCK EQTY DIVIDEND	P	2023-10-09	2025-01-16
	BLACKROCK EQTY DIVIDEND	P	2023-10-17	2025-01-16
	BLACKROCK EQTY DIVIDEND	P	2023-11-01	2025-01-16
	BLACKROCK EQTY DIVIDEND	P	2023-11-03	2025-01-16
	BLACKROCK EQTY DIVIDEND	P	2023-12-01	2025-01-16
	BLACKROCK EMERGING MRKTS	P	2023-08-11	2025-01-16
	BLACKROCK EMERGING MRKTS	P	2023-10-09	2025-01-16
	BLACKROCK EMERGING MRKTS	P	2023-10-17	2025-01-16
	BLACKROCK EMERGING MRKTS	P	2023-11-01	2025-01-16
	BLACKROCK EMERGING MRKTS	P	2023-11-03	2025-01-16
	BLACKROCK EMERGING MRKTS	P	2023-12-01	2025-01-16
	ISHARES RUSSELL 1000	P	2024-02-28	2025-01-16
	ISHARES RUSSELL 1000	P	2024-03-15	2025-01-16
	ISHARES RUSSELL 1000	P	2024-04-16	2025-01-16
	ISHARES RUSSELL 1000	P	2024-05-16	2025-01-16
	ISHARES RUSSELL 1000	P	2024-07-16	2025-01-16
	ISHARES RUSSELL 1000	P	2024-07-29	2025-01-16
	ISHARES RUSSELL 1000	P	2024-09-10	2025-01-16
	ISHARES RUSSELL 1000	P	2024-09-12	2025-01-16
	ISHARES RUSSELL 1000	P	2024-10-03	2025-01-16
	ISHARES RUSSELL 1000	P	2024-10-16	2025-01-16
	ISHARES RUSSELL 1000	P	2024-10-29	2025-01-16
	ISHARES RUSSELL 1000	P	2024-02-13	2025-01-16
	ISHARES RUSSELL 1000	P	2024-02-28	2025-01-16
	ISHARES RUSSELL 1000	P	2024-03-15	2025-01-16
	ISHARES RUSSELL 1000	P	2024-04-16	2025-01-16
	ISHARES RUSSELL 1000	P	2024-05-16	2025-01-16
	ISHARES RUSSELL 1000	P	2024-06-18	2025-01-16
	ISHARES RUSSELL 1000	P	2024-07-16	2025-01-16
	ISHARES RUSSELL 1000	P	2024-07-29	2025-01-16
	ISHARES RUSSELL 1000	P	2024-08-16	2025-01-16
	ISHARES RUSSELL 1000	P	2024-09-10	2025-01-16
	ISHARES RUSSELL 1000	P	2024-09-12	2025-01-16
	ISHARES RUSSELL 1000	P	2024-10-03	2025-01-16
	ISHARES RUSSELL 1000	P	2024-10-29	2025-01-16
	SCHWAB US SMALL-CAP ETF	P	2024-02-13	2025-01-16
	SCHWAB US SMALL-CAP ETF	P	2024-02-28	2025-01-16
	SCHWAB US SMALL-CAP ETF	P	2024-03-15	2025-01-16
	SCHWAB US SMALL-CAP ETF	P	2024-04-16	2025-01-16
	SCHWAB US SMALL-CAP ETF	P	2024-05-16	2025-01-16
	SCHWAB US SMALL-CAP ETF	P	2024-07-16	2025-01-16
	SCHWAB US SMALL-CAP ETF	P	2024-07-29	2025-01-16
	SCHWAB US SMALL-CAP ETF	P	2024-08-16	2025-01-16
	SCHWAB US SMALL-CAP ETF	P	2024-09-10	2025-01-16
	SCHWAB US SMALL-CAP ETF	P	2024-09-12	2025-01-16
	SCHWAB US SMALL-CAP ETF	P	2024-10-03	2025-01-16
	SCHWAB US SMALL-CAP ETF	P	2024-10-29	2025-01-16
	VANGUARD RUSSELL 1000 ET	P	2024-02-28	2025-01-16
	VANGUARD RUSSELL 1000 ET	P	2024-03-15	2025-01-16
	VANGUARD RUSSELL 1000 ET	P	2024-04-16	2025-01-16
	VANGUARD RUSSELL 1000 ET	P	2024-05-16	2025-01-16
	VANGUARD RUSSELL 1000 ET	P	2024-07-16	2025-01-16
	VANGUARD RUSSELL 1000 ET	P	2024-07-29	2025-01-16
	VANGUARD RUSSELL 1000 ET	P	2024-09-10	2025-01-16
	VANGUARD RUSSELL 1000 ET	P	2024-09-12	2025-01-16
	VANGUARD RUSSELL 1000 ET	P	2024-10-03	2025-01-16
	VANGUARD RUSSELL 1000 ET	P	2024-10-16	2025-01-16
	VANGUARD RUSSELL 1000 ET	P	2024-10-29	2025-01-16
	ISHARES US TREASURY BOND	P	2024-02-28	2025-01-16
	ISHARES US TREASURY BOND	P	2024-03-15	2025-01-16
	ISHARES US TREASURY BOND	P	2024-04-16	2025-01-16
	ISHARES US TREASURY BOND	P	2024-05-16	2025-01-16
	ISHARES US TREASURY BOND	P	2024-07-16	2025-01-16
	ISHARES US TREASURY BOND	P	2024-07-29	2025-01-16
	ISHARES US TREASURY BOND	P	2024-09-10	2025-01-16
	ISHARES US TREASURY BOND	P	2024-09-12	2025-01-16
	ISHARES US TREASURY BOND	P	2024-10-03	2025-01-16
	ISHARES US TREASURY BOND	P	2024-10-09	2025-01-16
	ISHARES US TREASURY BOND	P	2024-10-29	2025-01-16
	ISHARES TR CORE MSCI	P	2024-02-13	2025-01-16
	ISHARES TR CORE MSCI	P	2024-02-28	2025-01-16
	ISHARES TR CORE MSCI	P	2024-03-15	2025-01-16
	ISHARES TR CORE MSCI	P	2024-04-16	2025-01-16
	ISHARES TR CORE MSCI	P	2024-05-16	2025-01-16
	ISHARES TR CORE MSCI	P	2024-07-16	2025-01-16
	ISHARES TR CORE MSCI	P	2024-07-29	2025-01-16
	ISHARES TR CORE MSCI	P	2024-08-16	2025-01-16
	ISHARES TR CORE MSCI	P	2024-09-10	2025-01-16
	ISHARES TR CORE MSCI	P	2024-09-12	2025-01-16
	ISHARES TR CORE MSCI	P	2024-10-03	2025-01-16
	ISHARES TR CORE MSCI	P	2024-10-16	2025-01-16
	ISHARES TR CORE MSCI	P	2024-10-29	2025-01-16
	CAUSEWAY INTERNATIONAL	P	2025-01-15	2025-01-16
	MFS VALUE FD CL I	P	2024-02-13	2025-01-16
	MFS VALUE FD CL I	P	2024-02-14	2025-01-16
	MFS VALUE FD CL I	P	2024-02-28	2025-01-16
	MFS VALUE FD CL I	P	2024-03-15	2025-01-16
	MFS VALUE FD CL I	P	2024-04-16	2025-01-16
	MFS VALUE FD CL I	P	2024-05-16	2025-01-16
	MFS VALUE FD CL I	P	2024-07-16	2025-01-16
	MFS VALUE FD CL I	P	2024-07-29	2025-01-16
	MFS VALUE FD CL I	P	2024-08-16	2025-01-16
	MFS VALUE FD CL I	P	2024-09-10	2025-01-16
	MFS VALUE FD CL I	P	2024-09-12	2025-01-16
	MFS VALUE FD CL I	P	2024-10-03	2025-01-16
	MFS VALUE FD CL I	P	2024-10-09	2025-01-16
	MFS VALUE FD CL I	P	2024-10-29	2025-01-16
	MFS VALUE FD CL I	P	2024-12-23	2025-01-16
	MACQUARIE SMALL CAP CORE	P	2024-02-13	2025-01-16
	MACQUARIE SMALL CAP CORE	P	2024-02-14	2025-01-16
	MACQUARIE SMALL CAP CORE	P	2024-02-28	2025-01-16
	MACQUARIE SMALL CAP CORE	P	2024-03-15	2025-01-16
	MACQUARIE SMALL CAP CORE	P	2024-04-16	2025-01-16
	MACQUARIE SMALL CAP CORE	P	2024-05-16	2025-01-16
	MACQUARIE SMALL CAP CORE	P	2024-06-18	2025-01-16
	MACQUARIE SMALL CAP CORE	P	2024-07-16	2025-01-16
	MACQUARIE SMALL CAP CORE	P	2024-07-29	2025-01-16
	MACQUARIE SMALL CAP CORE	P	2024-08-16	2025-01-16
	MACQUARIE SMALL CAP CORE	P	2024-09-10	2025-01-16
	MACQUARIE SMALL CAP CORE	P	2024-09-12	2025-01-16
	MACQUARIE SMALL CAP CORE	P	2024-10-03	2025-01-16
	MACQUARIE SMALL CAP CORE	P	2024-10-09	2025-01-16
	MACQUARIE SMALL CAP CORE	P	2024-10-29	2025-01-16
	BLACKROCK LIQUIDITY FUND	P	2024-02-13	2025-01-16
	BLACKROCK LIQUIDITY FUND	P	2024-02-14	2025-01-16
	BLACKROCK LIQUIDITY FUND	P	2024-02-28	2025-01-16
	BLACKROCK LIQUIDITY FUND	P	2024-03-15	2025-01-16
	BLACKROCK LIQUIDITY FUND	P	2024-04-16	2025-01-16
	BLACKROCK LIQUIDITY FUND	P	2024-05-16	2025-01-16
	BLACKROCK LIQUIDITY FUND	P	2024-07-16	2025-01-16
	BLACKROCK LIQUIDITY FUND	P	2024-07-29	2025-01-16
	BLACKROCK LIQUIDITY FUND	P	2024-09-10	2025-01-16
	BLACKROCK LIQUIDITY FUND	P	2024-09-12	2025-01-16
	BLACKROCK LIQUIDITY FUND	P	2024-10-09	2025-01-16
	BLACKROCK LIQUIDITY FUND	P	2024-10-29	2025-01-16
	EDGEWOOD GROWTH FUND CL	P	2024-02-28	2025-01-16
	EDGEWOOD GROWTH FUND CL	P	2024-03-15	2025-01-16
	EDGEWOOD GROWTH FUND CL	P	2024-04-16	2025-01-16
	EDGEWOOD GROWTH FUND CL	P	2024-05-16	2025-01-16
	EDGEWOOD GROWTH FUND CL	P	2024-07-16	2025-01-16
	EDGEWOOD GROWTH FUND CL	P	2024-07-29	2025-01-16
	EDGEWOOD GROWTH FUND CL	P	2024-09-10	2025-01-16
	EDGEWOOD GROWTH FUND CL	P	2024-09-12	2025-01-16
	EDGEWOOD GROWTH FUND CL	P	2024-10-03	2025-01-16
	EDGEWOOD GROWTH FUND CL	P	2024-10-29	2025-01-16
	EDGEWOOD GROWTH FUND CL	P	2024-12-23	2025-01-16
	GS GQG PARTNERS	P	2024-02-28	2025-01-16
	GS GQG PARTNERS	P	2024-03-15	2025-01-16
	GS GQG PARTNERS	P	2024-04-16	2025-01-16
	GS GQG PARTNERS	P	2024-05-16	2025-01-16
	GS GQG PARTNERS	P	2024-07-16	2025-01-16
	GS GQG PARTNERS	P	2024-07-29	2025-01-16
	GS GQG PARTNERS	P	2024-09-10	2025-01-16
	GS GQG PARTNERS	P	2024-09-12	2025-01-16
	GS GQG PARTNERS	P	2024-10-03	2025-01-16
	GS GQG PARTNERS	P	2024-10-09	2025-01-16
	GS GQG PARTNERS	P	2024-10-16	2025-01-16
	GS GQG PARTNERS	P	2024-10-29	2025-01-16
	GS GQG PARTNERS	P	2024-12-23	2025-01-16
	OAKMARK INTL FD CL	P	2024-02-13	2025-01-16
	OAKMARK INTL FD CL	P	2024-02-14	2025-01-16
	OAKMARK INTL FD CL	P	2024-02-28	2025-01-16
	OAKMARK INTL FD CL	P	2024-03-15	2025-01-16
	OAKMARK INTL FD CL	P	2024-04-16	2025-01-16
	OAKMARK INTL FD CL	P	2024-05-16	2025-01-16
	OAKMARK INTL FD CL	P	2024-06-18	2025-01-16
	OAKMARK INTL FD CL	P	2024-07-16	2025-01-16
	OAKMARK INTL FD CL	P	2024-07-29	2025-01-16
	OAKMARK INTL FD CL	P	2024-08-16	2025-01-16
	OAKMARK INTL FD CL	P	2024-09-10	2025-01-16
	OAKMARK INTL FD CL	P	2024-09-12	2025-01-16
	OAKMARK INTL FD CL	P	2024-10-09	2025-01-16
	OAKMARK INTL FD CL	P	2024-10-29	2025-01-16
	BLACKROCK EQTY DIVIDEND	P	2024-02-13	2025-01-16
	BLACKROCK EQTY DIVIDEND	P	2024-02-14	2025-01-16
	BLACKROCK EQTY DIVIDEND	P	2024-02-28	2025-01-16
	BLACKROCK EQTY DIVIDEND	P	2024-03-15	2025-01-16
	BLACKROCK EQTY DIVIDEND	P	2024-04-16	2025-01-16
	BLACKROCK EQTY DIVIDEND	P	2024-05-16	2025-01-16
	BLACKROCK EQTY DIVIDEND	P	2024-06-18	2025-01-16
	BLACKROCK EQTY DIVIDEND	P	2024-07-16	2025-01-16
	BLACKROCK EQTY DIVIDEND	P	2024-07-29	2025-01-16
	BLACKROCK EQTY DIVIDEND	P	2024-08-16	2025-01-16
	BLACKROCK EQTY DIVIDEND	P	2024-09-10	2025-01-16
	BLACKROCK EQTY DIVIDEND	P	2024-09-12	2025-01-16
	BLACKROCK EQTY DIVIDEND	P	2024-10-03	2025-01-16
	BLACKROCK EQTY DIVIDEND	P	2024-10-16	2025-01-16
	BLACKROCK EQTY DIVIDEND	P	2024-10-29	2025-01-16
	BLACKROCK EMERGING MRKTS	P	2024-02-13	2025-01-16
	BLACKROCK EMERGING MRKTS	P	2024-02-14	2025-01-16
	BLACKROCK EMERGING MRKTS	P	2024-02-28	2025-01-16
	BLACKROCK EMERGING MRKTS	P	2024-03-15	2025-01-16
	BLACKROCK EMERGING MRKTS	P	2024-04-16	2025-01-16
	BLACKROCK EMERGING MRKTS	P	2024-05-16	2025-01-16
	BLACKROCK EMERGING MRKTS	P	2024-07-16	2025-01-16
	BLACKROCK EMERGING MRKTS	P	2024-07-29	2025-01-16
	BLACKROCK EMERGING MRKTS	P	2024-09-10	2025-01-16
	BLACKROCK EMERGING MRKTS	P	2024-09-12	2025-01-16
	BLACKROCK EMERGING MRKTS	P	2024-10-09	2025-01-16
	BLACKROCK EMERGING MRKTS	P	2024-10-16	2025-01-16
	BLACKROCK EMERGING MRKTS	P	2024-10-29	2025-01-16
	TIAA-CREF LARGE CAP GROWTH INDEX FUND	P	2024-03-18	2025-03-18
	ISHARES RUSSELL MID-CAP GROWTH ETF	P	2024-03-18	2025-03-18
	ISHARES RUSSELL MID-CAP VALUE ETF	P	2024-03-18	2025-03-18
	TIAA-CREF LARGE CAP GROWTH INDEX FUND	P	2024-03-18	2025-05-28
	TIAA-CREF LARGE-CAP VALUE INDEX FUND	P	2024-03-18	2025-05-28
	VANGUARD ENERGY ETF	P	2024-03-18	2025-05-28
	VANGUARD REAL ESTATE INDEX FUND	P	2024-03-18	2025-05-28
	ISHARES CORE MSCI EAFE ETF	P	2024-03-18	2025-05-28
	ISHARES CORE MSCI EMERGING MARKETS ETF	P	2024-03-18	2025-05-28
	ISHARES MSCI EAFE SMALL-CAP ETF	P	2024-03-18	2025-05-28
	ISHARES RUSSELL 2000 GROWTH ETF	P	2024-03-18	2025-05-28
	ISHARES RUSSELL 2000 VALUE ETF	P	2024-03-18	2025-05-28
	PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND	P	2024-03-18	2025-05-28
	VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF	P	2024-03-18	2025-05-28
	VANGUARD INTERMEDIATE-TERM BOND INDEX FUND	P	2024-03-18	2025-05-28
	ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF	P	2024-03-18	2025-05-28
	VARIOUS	P	2023-06-02	2025-01-17

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	12,010	23,052	-11,042
b	4,872	15,227	-10,355
c	10,821	17,255	-6,434
d	3,992	8,745	-4,753
e	7,750	12,473	-4,723
	6,300	10,865	-4,565
	5,823	10,070	-4,247
	6,032	9,871	-3,839
	6,192	9,275	-3,083
	13,894	12,666	1,228
	8,927	5,650	3,277
	8,770	6,163	2,607
	2,994	1,278	1,716
	12,833	27,106	-14,273
	1,703	1,430	273
	2,449	1,316	1,133
	896	1,242	-346
	21,955	26,644	-4,689
	13,371	5,783	7,588
	25,064	16,109	8,955
	2,589	1,662	927
	24,098	15,680	8,418
	14,892	7,337	7,555
	22,607	12,636	9,971
	17,422	12,269	5,153
	6,011	3,838	2,173
	9,742	8,870	872
	9,208	6,137	3,071
	1,116	1,091	25
	1,287	1,229	58
	2,059	1,695	364
	1,201	1,138	63
	24,370	26,449	-2,079
	1,343	1,499	-156
	2,833	1,829	1,004
	18,168	22,141	-3,973
	13,549	23,532	-9,983
	5,250	7,687	-2,437
	2,385	1,165	1,220
	2,265	1,203	1,062
	2,146	1,109	1,037
	29,450	45,155	-15,705
	508	333	175
	2,200	1,423	777
	1,777	1,477	300
	7,700	12,201	-4,501
	11,155	18,636	-7,481
	1,035	248	787
	8,627	6,534	2,093
	5,415	4,144	1,271
	1,500	1,269	231
	2,249	2,065	184
	9,110	6,349	2,761
	9,119	3,664	5,455
	18,942	9,914	9,028
	2,673	2,759	-86
	1,604	1,459	145
	8,909	8,594	315
	22,619	15,213	7,406
	11,751	8,601	3,150
	17,498	19,300	-1,802
	9,245	11,959	-2,714
	2,761	3,594	-833
	5,445	7,389	-1,944
	15,641	22,978	-7,337
	1,768	976	792
	13,318	8,376	4,942
	1,505	987	518
	1,656	1,185	471
	2,108	1,242	866
	3,312	1,672	1,640
	2,860	1,557	1,303
	3,161	1,440	1,721
	301	122	179
	2,076	600	1,476
	3,632	1,292	2,340
	2,372	1,038	1,334
	1,853	1,234	619
	17,124	11,629	5,495
	3,194	3,825	-631
	1,264	1,534	-270
	6,632	6,614	18
	12,151	12,542	-391
	2,112	1,904	208
	2,050	1,871	179
	1,677	1,354	323
	1,180	1,135	45
	4,472	4,205	267
	1,764	399	1,365
	5,292	1,363	3,929
	1,764	779	985
	4,234	1,532	2,702
	4,234	1,418	2,816
	8,468	2,815	5,653
	11,193	25,472	-14,279
	8,191	5,291	2,900
	12,481	9,202	3,279
	17,197	21,892	-4,695
	5,672	8,275	-2,603
	9,229	6,782	2,447
	10,279	6,794	3,485
	11,985	8,225	3,760
	16,981	11,485	5,496
	11,849	9,171	2,678
	180	96	84
	7,934	4,480	3,454
	4,032	3,995	37
	4,563	4,213	350
	4,947	4,595	352
	10,067	9,661	406
	9,794	10,203	-409
	13,345	13,942	-597
	35,689	34,099	1,590
	44,988	43,326	1,662
	9,697	11,623	-1,926
	17,913	15,984	1,929
	21,301	23,643	-2,342
	14,420	17,962	-3,542
	7,895	11,610	-3,715
	32,009	27,974	4,035
	40,083	33,427	6,656
	47,825	57,308	-9,483
	33,389	43,214	-9,825
	34,343	22,828	11,515
	113,574	97,510	16,064
	95,814	77,450	18,364
	49,850	69,028	-19,178
	55,547	101,525	-45,978
	11,324	11,130	194
	3,739	5,352	-1,613
	56,515	91,585	-35,070
	1,185	780	405
	8,177	5,669	2,508
	9,125	5,789	3,336
	64,822	89,705	-24,883
	48,464	15,650	32,814
	45,662	9,564	36,098
	19,772	3,010	16,762
	46,808	6,594	40,214
	9,654	6,961	2,693
	8,236	7,657	579
	2,995	2,944	51
	64,893	61,086	3,807
	3,277	446	2,831
	28,400	4,307	24,093
	27,963	11,383	16,580
	44,604	17,163	27,441
	40,298	11,739	28,559
	12,381	4,965	7,416
	5,909	2,930	2,979
	5,628	4,008	1,620
	84,135	83,605	530
	13,946	7,394	6,552
	3,289	2,017	1,272
	32,888	23,280	9,608
	28,503	30,209	-1,706
	15,348	10,648	4,700
	6,578	4,870	1,708
	14,051	14,051	0
	15,733	2,376	13,357
	13,882	2,174	11,708
	10,223	1,449	8,774
	8,178	1,208	6,970
	10,308	10,295	13
	3,900	4,204	-304
	47,346	53,534	-6,188
	42,096	43,283	-1,187
	12,926	14,237	-1,311
	17,387	4,736	12,651
	718	222	496
	16,520	6,309	10,211
	16,587	7,828	8,759
	11,726	5,591	6,135
	7,545	4,519	3,026
	125,621	118,623	6,998
	2,242	2,212	30
	2,431	2,426	5
	45,151	47,684	-2,533
	16,417	10,428	5,989
	776	493	283
	30,684	19,810	10,874
	12,851	3,980	8,871
	367	113	254
	84,394	50,844	33,550
	11,824	16,030	-4,206
	41,668	45,820	-4,152
	21,438	12,567	8,871
	9,257	4,786	4,471
	487	369	118
	12,531	8,481	4,050
	9,160	7,683	1,477
	458	388	70
	15,649	10,746	4,903
	96,156	81,697	14,459
	5,707	1,701	4,006
	19,405	5,111	14,294
	20,546	5,150	15,396
	2,968	1,345	1,623
	30,854	12,209	18,645
	1,665	710	955
	9,991	9,419	572
	10,817	10,217	600
	83,239	97,543	-14,304
	4,498	2,648	1,850
	6,747	5,963	784
	83,023	75,526	7,497
	11,428	5,027	6,401
	11,428	7,091	4,337
	1,143	858	285
	35,799	27,881	7,918
	36,979	12,480	24,499
	2,550	860	1,690
	5,683	2,934	2,749
	2,803	2,500	303
	384	347	37
	3,225	2,761	464
	42,230	37,133	5,097
	35,627	35,387	240
	22,289	5,187	17,102
	62,773	7,870	54,903
	24,672	16,268	8,404
	19,090	10,476	8,614
	2,949	1,879	1,070
	1,966	1,321	645
	10,672	7,630	3,042
	4,072	4,592	-520
	19,309	11,685	7,624
	8,426	5,319	3,107
	40,723	30,361	10,362
	26,049	28,396	-2,347
	91,413	3,523	87,890
	5,205	1,116	4,089
	15,243	5,146	10,097
	29,182	26,485	2,697
	16,507	13,889	2,618
	22,558	19,420	3,138
	13,209	6,424	6,785
	12,795	4,979	7,816
	7,017	3,309	3,708
	10,319	5,069	5,250
	7,429	3,638	3,791
	40,286	17,988	22,298
	4,188	3,561	627
	7,824	5,381	2,443
	4,491	2,599	1,892
	3,767	3,273	494
	5,940	4,893	1,047
	5,650	5,304	346
	2,028	1,911	117
	20,756	15,264	5,492
	1,060	1,782	-722
	41,435	65,031	-23,596
	9,157	14,118	-4,961
	38,975	16,055	22,920
	11,562	3,705	7,857
	4,162	1,813	2,349
	9,838	4,699	5,139
	4,065	1,988	2,077
	12,935	6,431	6,504
	59,503	45,137	14,366
	47,307	40,244	7,063
	25,157	16,819	8,338
	13,637	13,365	272
	2,808	1,452	1,356
	16,849	13,454	3,395
	1,797	713	1,084
	9,883	3,895	5,988
	8,146	3,187	4,959
	15,085	5,880	9,205
	13,577	5,447	8,130
	15,085	5,459	9,626
	15,085	13,479	1,606
	6,939	11,729	-4,790
	1,810	1,590	220
	5,431	4,271	1,160
	1,810	1,483	327
	15,387	12,284	3,103
	3,461	3,436	25
	16,874	3,298	13,576
	15,079	3,004	12,075
	7,553	2,578	4,975
	30,211	10,576	19,635
	9,586	4,918	4,668
	58,775	32,646	26,129
	14,080	7,852	6,228
	434	433	1
	352	353	-1
	436	434	2
	443	446	-3
	436	442	-6
	429	436	-7
	444	450	-6
	429	436	-7
	441	448	-7
	439	447	-8
	426	437	-11
	17,181	17,181	0
	50	50	0
	60	60	0
	59	59	0
	58	58	0
	51	51	0
	57	57	0
	55	55	0
	20,147	22,132	-1,985
	19,177	19,628	-451
	52,295	60,008	-7,713
	4	5	-1
	123	141	-18
	125	142	-17
	126	142	-16
	126	143	-17
	128	143	-15
	133	145	-12
	135	146	-11
	141	147	-6
	143	149	-6
	179	180	-1
	176	183	-7
	178	182	-4
	235	229	6
	239	233	6
	234	234	0
	547	539	8
	238	234	4
	235	238	-3
	240	237	3
	241	240	1
	242	241	1
	245	242	3
	246	243	3
	245	244	1
	248	245	3
	254	246	8
	261	248	13
	254	250	4
	247	249	-2
	10,031	10,096	-65
	251	253	-2
	31,214	31,222	-8
	293	293	0
	412	415	-3
	436	429	7
	443	443	0
	14,459	15,769	-1,310
	24,098	23,789	309
	14,409	16,353	-1,944
	24,015	24,079	-64
	19,514	20,719	-1,205
	70,000	70,000	0
	10,000	10,000	0
	20,000	20,000	0
	15,005	14,986	19
	205,009	204,715	294
	220,123	217,975	2,148
	100,047	99,448	599
	78,512	77,848	664
	1,399,232	1,399,232	0
	125,001	124,849	152
	65,354	65,256	98
	9,534	11,698	-2,164
	9,534	10,250	-716
	13,897	8,815	5,082
	150,835	14,111	136,724
	23,921	26,597	-2,676
	26,667	22,809	3,858
	38,161	25,768	12,393
	3,154	1,840	1,314
	349,300	272,790	76,510
	99,999	99,999	0
	165,000	165,000	0
	15,000	15,000	0
	9,000	9,000	0
	401,550	398,760	2,790
	474,447	407,625	66,822
	29,317	20,119	9,198
	48,379	7,578	40,801
	15,062	12,632	2,430
	10,971	14,419	-3,448
	32,689	19,926	12,763
	55,740	20,482	35,258
	26,389	21,367	5,022
	30,275	18,350	11,925
	16,993	23,875	-6,882
	48,192	48,255	-63
	73,763	73,649	114
	89,863	89,863	0
	144,175	144,175	0
	44,896	44,896	0
	74,176	73,819	357
	976	948	28
	976	950	26
	45,292	45,292	0
	73,238	73,238	0
	43,684	43,586	98
	77,660	77,130	530
	47,028	47,207	-179
	74,461	74,461	0
	44,600	44,600	0
	76,864	76,845	19
	87,648	87,469	179
	143,424	142,972	452
	46,017	45,925	92
	74,027	73,716	311
	43,401	43,239	162
	78,311	77,931	380
	1,036	986	50
	119,791	118,566	1,225
	46,974	46,974	0
	74,375	74,375	0
	45,206	44,670	536
	75,985	75,024	961
	43,957	43,555	402
	74,238	73,116	1,122
	47,730	47,926	-196
	73,583	73,216	367
	42,615	42,378	237
	73,608	73,103	505
	87,212	86,852	360
	145,684	144,802	882
	89,713	89,705	8
	142,544	142,232	312
	45,788	45,785	3
	75,989	75,913	76
	44,924	44,924	0
	75,871	75,871	0
	44,599	44,590	9
	75,323	75,054	269
	46,921	46,921	0
	74,691	74,530	161
	77,224	75,304	1,920
	2,032	1,996	36
	1,016	998	18
	68,079	65,546	2,533
	43,692	42,154	1,538
	44,919	44,919	0
	75,862	75,862	0
	43,998	43,765	233
	74,308	73,707	601
	91,345	91,603	-258
	142,847	142,847	0
	45,811	45,765	46
	74,693	74,605	88
	46,758	46,758	0
	75,748	75,748	0
	43,160	42,775	385
	72,588	71,499	1,089
	42,476	42,134	342
	74,086	73,052	1,034
	28,295	28,208	87
	21,221	21,189	32
	44,464	44,306	158
	27,285	27,167	118
	10,362	10,218	144
	54,918	54,254	664
	23,832	23,620	212
	15,543	15,396	147
	13,470	13,411	59
	21,338	21,165	173
	12,000	12,000	0
	28,000	28,000	0
	33,000	33,000	0
	29,000	29,000	0
	31,000	31,000	0
	12,000	12,000	0
	29,000	29,000	0
	32,000	32,000	0
	12,000	12,000	0
	27,000	26,995	5
	32,000	31,987	13
	14,000	14,000	0
	29,223	28,626	597
	32,246	31,395	851
	14,108	13,731	377
	862	862	0
	1,782	1,693	89
	1,810	1,730	80
	1,777	1,733	44
	8,460	5,746	2,714
	11,721	7,935	3,786
	12,529	8,380	4,149
	2,425	1,586	839
	38,799	26,168	12,631
	9,296	6,690	2,606
	190	158	32
	27,899	23,632	4,267
	190	159	31
	13,475	10,610	2,865
	2,088	1,619	469
	40,046	32,106	7,940
	11,577	9,670	1,907
	3,066	2,587	479
	1,850	1,413	437
	370	272	98
	4,863	3,769	1,094
	1,374	1,124	250
	10,086	6,827	3,259
	6,238	4,174	2,064
	1,248	816	432
	19,443	13,117	6,326
	4,575	3,293	1,282
	831	833	-2
	3,661	3,682	-21
	1,842	1,797	45
	4,357	4,218	139
	180	175	5
	10,017	9,857	160
	3,526	3,534	-8
	7,487	7,030	457
	3,386	2,985	401
	456	397	59
	9,962	8,990	972
	2,865	2,710	155
	12,532	12,261	271
	100	96	4
	5,442	5,102	340
	849	781	68
	17,276	16,290	986
	5,043	4,960	83
	10,281	8,976	1,305
	252	216	36
	4,999	3,989	1,010
	126	102	24
	1,006	765	241
	14,745	11,777	2,968
	3,867	3,287	580
	6,932	6,104	828
	4,785	4,068	717
	179	153	26
	894	735	159
	15,428	13,196	2,232
	2,907	2,709	198
	7,340	6,811	529
	3,413	3,111	302
	612	554	58
	335	311	24
	10,932	10,083	849
	3,234	3,125	109
	5,497	5,992	-495
	2,724	2,701	23
	223	220	3
	520	490	30
	7,923	7,827	96
	1,882	1,975	-93
	12,610	12,364	246
	195	189	6
	5,507	5,128	379
	19	18	1
	701	643	58
	17,047	16,162	885
	4,982	4,925	57
	13,361	13,498	-137
	6,048	5,746	302
	70	68	2
	891	835	56
	18,143	17,663	480
	5,086	5,139	-53
	28,291	23,003	5,288
	21,016	17,148	3,868
	15,358	12,462	2,896
	6,871	5,853	1,018
	2,021	1,880	141
	49,307	43,322	5,985
	14,954	13,029	1,925
	32,737	29,421	3,316
	10,508	9,678	830
	3,637	3,395	242
	30,312	28,716	1,596
	1,139	988	151
	29,797	26,842	2,955
	22,205	20,325	1,880
	17,461	15,599	1,862
	7,971	7,510	461
	7,592	6,955	637
	12,147	11,597	550
	40,235	38,407	1,828
	5,124	4,906	218
	6,832	6,617	215
	44,980	43,544	1,436
	12,336	12,240	96
	43,272	43,139	133
	4,017	3,499	518
	5,233	4,716	517
	4,334	3,865	469
	3,489	2,999	490
	634	586	48
	2,432	2,341	91
	6,449	6,224	225
	2,379	2,223	156
	2,643	2,418	225
	7,400	6,847	553
	1,744	1,669	75
	6,951	6,764	187
	14,037	11,418	2,619
	10,501	8,575	1,926
	7,694	6,241	1,453
	3,535	3,011	524
	1,144	1,064	80
	24,538	21,555	2,983
	7,382	6,434	948
	16,324	14,668	1,656
	5,407	4,983	424
	1,768	1,650	118
	15,180	14,388	792
	3,279	3,296	-17
	5,345	5,366	-21
	3,953	3,895	58
	2,897	2,908	-11
	4,245	4,306	-61
	9,635	9,801	-166
	1,595	1,674	-79
	9,792	10,261	-469
	4,964	5,157	-193
	18,686	19,169	-483
	14,666	14,862	-196
	912	873	39
	7,683	7,628	55
	5,274	5,367	-93
	5,078	5,002	76
	1,367	1,436	-69
	5,795	6,046	-251
	12,110	12,355	-245
	521	540	-19
	2,409	2,501	-92
	10,873	11,411	-538
	3,581	3,829	-248
	1,758	1,867	-109
	12,045	12,587	-542
	96,422	95,545	877
	1,648	1,587	61
	1,248	1,210	38
	13,731	13,618	113
	10,036	10,108	-72
	8,488	8,318	170
	3,645	3,763	-118
	9,137	9,576	-439
	18,424	19,313	-889
	1,648	1,744	-96
	2,047	2,191	-144
	20,471	21,951	-1,480
	6,840	7,382	-542
	899	978	-79
	19,772	21,336	-1,564
	15,528	15,220	308
	7,766	6,570	1,196
	7,105	6,131	974
	15,060	13,187	1,873
	14,211	12,263	1,948
	8,835	7,480	1,355
	3,490	3,130	360
	3,961	3,474	487
	1,855	1,809	46
	19,053	18,332	721
	7,168	6,685	483
	6,382	5,850	532
	23,266	21,571	1,695
	3,867	3,678	189
	912	871	41
	20,373	19,621	752
	1,411	1,411	0
	1,171	1,171	0
	899	899	0
	476	476	0
	599	599	0
	453	453	0
	589	589	0
	1,193	1,193	0
	322	322	0
	1,235	1,235	0
	784	784	0
	1,351	1,351	0
	10,151	11,039	-888
	7,468	8,128	-660
	7,692	8,151	-459
	3,935	4,250	-315
	3,712	4,276	-564
	18,469	20,163	-1,694
	4,830	5,321	-491
	13,595	15,349	-1,754
	6,082	6,865	-783
	14,802	17,305	-2,503
	17,530	17,679	-149
	7,797	8,501	-704
	5,714	6,368	-654
	4,067	4,528	-461
	2,540	2,931	-391
	3,789	4,538	-749
	13,352	15,351	-1,999
	3,194	3,705	-511
	11,765	13,793	-2,028
	4,980	5,776	-796
	893	1,035	-142
	1,409	1,634	-225
	11,904	13,620	-1,716
	11,606	11,507	99
	669	689	-20
	569	592	-23
	6,190	6,545	-355
	4,630	4,974	-344
	3,986	4,128	-142
	941	1,053	-112
	1,288	1,346	-58
	4,432	4,781	-349
	9,632	10,254	-622
	2,055	2,185	-130
	1,164	1,230	-66
	10,077	10,708	-631
	2,055	2,272	-217
	10,374	11,263	-889
	1,129	1,118	11
	759	756	3
	13,525	13,705	-180
	9,944	10,240	-296
	7,784	7,840	-56
	2,841	3,046	-205
	3,347	3,500	-153
	5,643	6,139	-496
	22,029	23,036	-1,007
	2,744	2,876	-132
	3,561	3,708	-147
	21,153	22,066	-913
	6,130	6,476	-346
	448	482	-34
	21,036	22,204	-1,168
	1,688	1,683	5
	1,266	1,273	-7
	14,908	15,060	-152
	10,548	10,832	-284
	8,063	8,139	-76
	2,719	2,973	-254
	8,321	9,226	-905
	26,229	27,404	-1,175
	8,626	8,898	-272
	21,870	22,970	-1,100
	258	283	-25
	6,001	6,538	-537
	19,713	21,345	-1,632
	818,009	703,790	114,219
	641,569	540,386	101,183
	1,098,128	1,042,503	55,625
	1,036,655	646,549	390,106
	748,544	696,459	52,085
	57,597	62,879	-5,282
	64,798	67,027	-2,229
	419,097	318,254	100,843
	65,443	57,227	8,216
	73,979	60,276	13,703
	109,684	103,894	5,790
	83,895	84,801	-906
	36,003	36,751	-748
	28,028	42,587	-14,559
	229,728	244,559	-14,831
	36,503	36,422	81
	67,941		67,941

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			-11,042
b			-10,355
c			-6,434
d			-4,753
e			-4,723
			-4,565
			-4,247
			-3,839
			-3,083
			1,228
			3,277
			2,607
			1,716
			-14,273
			273
			1,133
			-346
			-4,689
			7,588
			8,955
			927
			8,418
			7,555
			9,971
			5,153
			2,173
			872
			3,071
			25
			58
			364
			63
			-2,079
			-156
			1,004
			-3,973
			-9,983
			-2,437
			1,220
			1,062
			1,037
			-15,705
			175
			777
			300
			-4,501
			-7,481
			787
			2,093
			1,271
			231
			184
			2,761
			5,455
			9,028
			-86
			145
			315
			7,406
			3,150
			-1,802
			-2,714
			-833
			-1,944
			-7,337
			792
			4,942
			518
			471
			866
			1,640
			1,303
			1,721
			179
			1,476
			2,340
			1,334
			619
			5,495
			-631
			-270
			18
			-391
			208
			179
			323
			45
			267
			1,365
			3,929
			985
			2,702
			2,816
			5,653
			-14,279
			2,900
			3,279
			-4,695
			-2,603
			2,447
			3,485
			3,760
			5,496
			2,678
			84
			3,454
			37
			350
			352
			406
			-409
			-597
			1,590
			1,662
			-1,926
			1,929
			-2,342
			-3,542
			-3,715
			4,035
			6,656
			-9,483
			-9,825
			11,515
			16,064
			18,364
			-19,178
			-45,978
			194
			-1,613
			-35,070
			405
			2,508
			3,336
			-24,883
			32,814
			36,098
			16,762
			40,214
			2,693
			579
			51
			3,807
			2,831
			24,093
			16,580
			27,441
			28,559
			7,416
			2,979
			1,620
			530
			6,552
			1,272
			9,608
			-1,706
			4,700
			1,708
			0
			13,357
			11,708
			8,774
			6,970
			13
			-304
			-6,188
			-1,187
			-1,311
			12,651
			496
			10,211
			8,759
			6,135
			3,026
			6,998
			30
			5
			-2,533
			5,989
			283
			10,874
			8,871
			254
			33,550
			-4,206
			-4,152
			8,871
			4,471
			118
			4,050
			1,477
			70
			4,903
			14,459
			4,006
			14,294
			15,396
			1,623
			18,645
			955
			572
			600
			-14,304
			1,850
			784
			7,497
			6,401
			4,337
			285
			7,918
			24,499
			1,690
			2,749
			303
			37
			464
			5,097
			240
			17,102
			54,903
			8,404
			8,614
			1,070
			645
			3,042
			-520
			7,624
			3,107
			10,362
			-2,347
			87,890
			4,089
			10,097
			2,697
			2,618
			3,138
			6,785
			7,816
			3,708
			5,250
			3,791
			22,298
			627
			2,443
			1,892
			494
			1,047
			346
			117
			5,492
			-722
			-23,596
			-4,961
			22,920
			7,857
			2,349
			5,139
			2,077
			6,504
			14,366
			7,063
			8,338
			272
			1,356
			3,395
			1,084
			5,988
			4,959
			9,205
			8,130
			9,626
			1,606
			-4,790
			220
			1,160
			327
			3,103
			25
			13,576
			12,075
			4,975
			19,635
			4,668
			26,129
			6,228
			1
			-1
			2
			-3
			-6
			-7
			-6
			-7
			-7
			-8
			-11
			0
			0
			0
			0
			0
			0
			0
			0
			-1,985
			-451
			-7,713
			-1
			-18
			-17
			-16
			-17
			-15
			-12
			-11
			-6
			-6
			-1
			-7
			-4
			6
			6
			0
			8
			4
			-3
			3
			1
			1
			3
			3
			1
			3
			8
			13
			4
			-2
			-65
			-2
			-8
			0
			-3
			7
			0
			-1,310
			309
			-1,944
			-64
			-1,205
			0
			0
			0
			19
			294
			2,148
			599
			664
			0
			152
			98
			-2,164
			-716
			5,082
			136,724
			-2,676
			3,858
			12,393
			1,314
			76,510
			0
			0
			0
			0
			2,790
			66,822
			9,198
			40,801
			2,430
			-3,448
			12,763
			35,258
			5,022
			11,925
			-6,882
			-63
			114
			0
			0
			0
			357
			28
			26
			0
			0
			98
			530
			-179
			0
			0
			19
			179
			452
			92
			311
			162
			380
			50
			1,225
			0
			0
			536
			961
			402
			1,122
			-196
			367
			237
			505
			360
			882
			8
			312
			3
			76
			0
			0
			9
			269
			0
			161
			1,920
			36
			18
			2,533
			1,538
			0
			0
			233
			601
			-258
			0
			46
			88
			0
			0
			385
			1,089
			342
			1,034
			87
			32
			158
			118
			144
			664
			212
			147
			59
			173
			0
			0
			0
			0
			0
			0
			0
			0
			0
			5
			13
			0
			597
			851
			377
			0
			89
			80
			44
			2,714
			3,786
			4,149
			839
			12,631
			2,606
			32
			4,267
			31
			2,865
			469
			7,940
			1,907
			479
			437
			98
			1,094
			250
			3,259
			2,064
			432
			6,326
			1,282
			-2
			-21
			45
			139
			5
			160
			-8
			457
			401
			59
			972
			155
			271
			4
			340
			68
			986
			83
			1,305
			36
			1,010
			24
			241
			2,968
			580
			828
			717
			26
			159
			2,232
			198
			529
			302
			58
			24
			849
			109
			-495
			23
			3
			30
			96
			-93
			246
			6
			379
			1
			58
			885
			57
			-137
			302
			2
			56
			480
			-53
			5,288
			3,868
			2,896
			1,018
			141
			5,985
			1,925
			3,316
			830
			242
			1,596
			151
			2,955
			1,880
			1,862
			461
			637
			550
			1,828
			218
			215
			1,436
			96
			133
			518
			517
			469
			490
			48
			91
			225
			156
			225
			553
			75
			187
			2,619
			1,926
			1,453
			524
			80
			2,983
			948
			1,656
			424
			118
			792
			-17
			-21
			58
			-11
			-61
			-166
			-79
			-469
			-193
			-483
			-196
			39
			55
			-93
			76
			-69
			-251
			-245
			-19
			-92
			-538
			-248
			-109
			-542
			877
			61
			38
			113
			-72
			170
			-118
			-439
			-889
			-96
			-144
			-1,480
			-542
			-79
			-1,564
			308
			1,196
			974
			1,873
			1,948
			1,355
			360
			487
			46
			721
			483
			532
			1,695
			189
			41
			752
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			-888
			-660
			-459
			-315
			-564
			-1,694
			-491
			-1,754
			-783
			-2,503
			-149
			-704
			-654
			-461
			-391
			-749
			-1,999
			-511
			-2,028
			-796
			-142
			-225
			-1,716
			99
			-20
			-23
			-355
			-344
			-142
			-112
			-58
			-349
			-622
			-130
			-66
			-631
			-217
			-889
			11
			3
			-180
			-296
			-56
			-205
			-153
			-496
			-1,007
			-132
			-147
			-913
			-346
			-34
			-1,168
			5
			-7
			-152
			-284
			-76
			-254
			-905
			-1,175
			-272
			-1,100
			-25
			-537
			-1,632
			114,219
			101,183
			55,625
			390,106
			52,085
			-5,282
			-2,229
			100,843
			8,216
			13,703
			5,790
			-906
			-748
			-14,559
			-14,831
			81
			67,941

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	2,328,464
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 .........................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	49,506
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	49,506
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	49,506
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	32,941
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	0

7	Total credits and payments. Add lines 6a through 6d..............		7	32,941
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	266
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	16,831
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2026 estimated tax	Refunded	11
	For Refunded amount, also complete and attach Form 8050. See instructions.

Form 990-PF (2025)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

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

(1) On the foundation. $ 0(2) On foundation managers.$ 0

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

on foundation managers.$ 0

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

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

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

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

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

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

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

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

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

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

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

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

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

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

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

Yes

Website addressN/A

The books are in care ofJENNIFER PARADIS BEHLE Telephone no. (610) 937-0517

Located at17 DARTMOUTH LANEHAVERFORDPA ZIP+419041

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........

and enter the amount of tax-exempt interest received or accrued during the year ........

16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country

Form 990-PF (2025)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2025? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2025?....................

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

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine

if the foundation had excess business holdings in 2025.).....................

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..

Form 990-PF (2025)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

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

5a(3)

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

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

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

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

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

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

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

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

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

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

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

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

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)
JOHN CHAPPELL	DIRECTOR 1.00	0
17 DARTMOUTH LANE HAVERFORD,PA19041	DIRECTOR 1.00	0
JENNIFER PARADIS BEHLE	PRESIDENT AND BOARD CHAIR 40.00	269,500
17 DARTMOUTH LANE HAVERFORD,PA19041	PRESIDENT AND BOARD CHAIR 40.00	269,500
MARY LOU CHAPPELL	DIRECTOR 1.00	0
17 DARTMOUTH LANE HAVERFORD,PA19041	DIRECTOR 1.00	0
ERIC CHAPPELL	DIRECTOR 1.00	0
17 DARTMOUTH LANE HAVERFORD,PA19041	DIRECTOR 1.00	0
TIM BEHLE	DIRECTOR 1.00	60,000
17 DARTMOUTH LANE HAVERFORD,PA19041	DIRECTOR 1.00	60,000
NICOLE PARADIS	DIRECTOR 1.00	0
17 DARTMOUTH LANE HAVERFORD,PA19041	DIRECTOR 1.00	0
NAOMI PARADIS	DIRECTOR 1.00	0
17 DARTMOUTH LANE HAVERFORD,PA19041	DIRECTOR 1.00	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
REBECCA TONE	MANAGING DIRECTOR 40.00	181,625	0	0
17 DARTMOUTH LANE HAVERFORD,PA19041	MANAGING DIRECTOR 40.00	181,625	0	0








Total number of other employees paid over $50,000...................				0

Form 990-PF (2025)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3.........................0

Form 990-PF (2025)

Page 8

Part IX

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

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

purposes:

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

55,858,104

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

1,338,267

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

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

57,196,371

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

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

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

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

57,196,371

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

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

857,946

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

56,338,425

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

2,816,921

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)

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

2,816,921

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

49,506

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

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

49,506

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

2,767,415

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

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

2,767,415

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

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

2,767,415

Part XI

Qualifying Distributions (see instructions)

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

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

2,958,363

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

2,958,363

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					2,767,415
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2025:
a From 2020......
b From 2021......	117,578
c From 2022......
d From 2023......	92,867
e From 2024......
f Total of lines 3a through e ........		210,445
4Qualifying distributions for 2025 from Part
XI, line 4: $ 2,958,363
a Applied to 2024, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions) .....			0
c Treated as distributions out of corpus (Election required—see instructions) ........		0
d Applied to 2025 distributable amount.....					2,767,415
e Remaining amount distributed out of corpus		190,948
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		401,393
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2024. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2025. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2026 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2020 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2026. Subtract lines 7 and 8 from line 6a ......		401,393
10 Analysis of line 9:
a Excess from 2021 ....	117,578
b Excess from 2022 ....
c Excess from 2023 ....	92,867
d Excess from 2024 ....
e Excess from 2025 ....	190,948

Form 990-PF (2025)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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

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

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

JOHN CHAPPELL

MARY LOU CHAPPELL

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2025)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
BUCKS COUNTY COMMUNITY COLLEGE 275 SWAMP ROAD NEWTOWN,PA18940	NONE		EDUCATION	100,000
BUILDING 21 6501 LIMEKILN PIKE PHILADELPHIA,PA19138	NONE		EDUCATION	50,000
CHESTER CHARTER SCHOLAR ACADEMY 1500 HIGHLAND AVE CHESTER,PA19013	NONE		EDUCATION	50,000
CHILDREN'S SCHOLARSHIP FUND 1500 WALNUT STREET SUITE 1300 PHILADELPHIA,PA19102	NONE		EDUCATION	1,000,000
COMMUNITY COLLEGE OF PHILADELPHIA 1700 SPRING GARDEN STREET PHILADELPHIA,PA19130	NONE		EDUCATION	133,750
COMMUNITY VOLUNTEERS IN MEDICINE 300 LAWRENCE DR B WEST CHESTER,PA19380	NONE		HEALTHCARE	150,000
CRISTO REY 1717 WEST ALLEGHENY AVENUE PHILADELPHIA,PA19132	NONE		WORKFORCE DEVELOPMENT	50,000
DELAWARE COUNTY COMMUNITY 901 MEDIA LINE RD MEDIA,PA19063	NONE		EDUCATION	99,925
HEIGHTS PHILADELPHIA 123 S BROAD ST 850 PHILADELPHIA,PA19109	NONE		EDUCATION	117,500
HOPEWORKS 808 MARKET STREET CAMDEN,NJ08102	NONE		WORKFORCE DEVELOPMENT	75,000
JEFFERSON HEALTH 111 SOUTH 11TH STREET PHILADELPHIA,PA19107	NONE		HEALTHCARE	125,000
JUNIOR ACHIEVEMENT 1501 CHERRY STREET PHILADELPHIA,PA19102	NONE		WORKFORCE DEVELOPMENT	30,000
ORLEANS TECHNICAL COLLEGE 2770 RED LION RD PHILADELPHIA,PA19114	NONE		WORKFORCE DEVELOPMENT	100,000
PHILADELPHIA OIC 1231 N BROAD ST PHILADELPHIA,PA19122	NONE		WORKFORCE DEVELOPMENT	100,000
PHILADELPHIA OUTWARD BOUND 3401 RESERVOIR DRIVE PHILADELPHIA,PA19121	NONE		WORKFORCE DEVELOPMENT	35,000
PHILADELPHIA WORKS 1617 JOHN F KENNEDY BLVD 13TH FLOOR PHILADELPHIA,PA19103	NONE		WORKFORCE DEVELOPMENT	100,000
READING ALLOWED 275 S19TH STREET PHILADELPHIA,PA19103	NONE		EDUCATION	25,000
ST JOSEPHS READING CORPS 5600 CITY AVE PHILADELPHIA,PA19131	NONE		EDUCATION	25,000
WORKSHOP LEARNING 221 HANSON STREET PHILADELPHIA,PA19139	NONE		WORKFORCE DEVELOPMENT	25,000
Total ................................. 3a				2,391,175

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2025)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	1,593,750
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 .....			14	62,807
8 Gain or (loss) from sales of assets other than inventory ............			18	2,328,464
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) ..		0		3,985,021	0

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

3,985,021

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

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

Form 990-PF (2025)

Page 13

Part XVI

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

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2025)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of organization CHAPPELL CULPEPER FAMILY FOUNDATION

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	JOHN AND MARY LOU CHAPPELL 4255 WHITE HORSE RD MALVERN, PA19355	$ 700,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Name of organization CHAPPELL CULPEPER FAMILY FOUNDATION		Employer identification number 25-6727111

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION	3,330	0		3,330
BOOKKEEPING	10,233	0		10,233

Name of Bond	End of Year Book Value	End of Year Fair Market Value
CP3579 BONDS	791,186	791,186
ML4994	3,017,772	3,017,772

Name of Stock	End of Year Book Value	End of Year Fair Market Value
CP3579 STOCK	1,945,209	1,945,209
WEDBUSH #2938	3,498,362	3,498,362
WEDBUSH #3092	11,233,148	11,233,148


Name of organization CHAPPELL CULPEPER FAMILY FOUNDATION			Employer identification number 25-6727111
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
CP5327	FMV	410,961	410,961
CP3579 OTHER	FMV	7,268,688	7,268,688
ML 2289	FMV	8,799,948	8,799,948
TIAA-CREF 2601	AT COST	13,172,359	13,172,359
WEDBUSH #1719	AT COST	8,414,714	8,414,714

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
TIAA	8,175
REVCO NOTE RECEIVABLE	100,000	87,220	87,220
PAYCHEX DEPOSIT	39,787	48,000	48,000
ACCRUED INTEREST		65,861	65,861

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER MISC EXP.	8,213	8,213	8,213
OTHER INCOME	54,537	54,537	54,537
MISC INCOME	57	57	57

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
INVESTMENT FEES	233,720	233,720	0
CONSULTING FEES	60,560	0	60,560
PAYROLL SERVICE	2,052	0	2,052
401K SERVICE	137	0	137