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
B SMITH TUW FBO SPRINGFIELD
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 1532
  Room/suite
City or town
PENNINGTON
State or province
NJ
Country  
ZIP or foreign postal code
085340691
A Employer identification number

04-6019078
B Telephone number (see instructions)

8888663275
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$2,882,772J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 93,727 93,727  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 230,064
b Gross sales price for all assets on line 6a 1,042,711
7 Capital gain net income (from Part IV, line 2)... 230,064
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 323,791 323,791  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,637 7,582   5,055
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
750 0 0 750
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,417 1,640   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
105 70   35
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,909 9,292 0 5,840
25 Contributions, gifts, grants paid....... 150,080 150,080
26 Total expenses and disbursements. Add lines 24 and 25 ................ 166,989 9,292 0 155,920
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 156,802
b Net investment income (if negative, enter -0-) 314,499
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 562 2,298 2,298
2 Savings and temporary cash investments......... 49,357 37,642 37,642
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 70,349 Click to see attachment
List of Attached Documents:
// Content
97,871 		77,568
b Investments—corporate stock (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
1,748,813 		2,121,121
c Investments—corporate bonds (attach schedule)....... 92,070 Click to see attachment
List of Attached Documents:
// Content
83,222 		85,088
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,214,036 Click to see attachment
List of Attached Documents:
// Content
588,180 		559,055
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,426,374 2,558,026 2,882,772
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,426,374 2,558,026
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)..... 2,426,374 2,558,026
30 Total liabilities and net assets/fund balances (see instructions). 2,426,374 2,558,026
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,426,374
2
Enter amount from Part I, line 27a .....................
2
156,802
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
8
4
Add lines 1, 2, and 3 ..........................
4
2,583,184
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
25,158
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,558,026
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 62. INVESCO RAFI EMERGING MARKETS ETF   2020-02-06 2025-01-30
b 1500.208 EASTERLY GLBL REAL EST FUND CL I   2019-08-08 2025-01-30
c 31.444 EASTERLY GLBL REAL EST FUND CL I   2020-02-06 2025-01-30
d 62. PACER US CASH COWS100   2024-04-03 2025-01-30
e 1284. SCHWAB FUNDAMENTAL INTL EQUITY ETF   2020-09-08 2025-01-30
187. SCHWAB US DIVIDEND EQTY   2020-02-27 2025-01-30
23.242 JP MORGAN UNDSCVRD MNGRS BEHAVRL VAL FD I CL   2020-09-08 2025-01-30
90. VANECK FALLEN ANGEL HIGH YIELD BOND ETF   2020-02-06 2025-01-30
146. VANECK MORNINGSTAR WIDE MOAT ETF   2017-11-03 2025-01-30
18. VANGUARD SHORT TERM BOND   2023-02-09 2025-01-30
2000. WELLS FARGO & COMPANY SER MTN GLB   2019-06-14 2025-02-19
1000. WESTPAC BANKING 2.35% 2025 GLB   2020-06-18 2025-02-19
6.29 GNM PMA7988M 03%2052     2025-02-20
14.65 GNM PMA8098M 03%2052     2025-02-20
9.65 FHLMC SD 6706 04 50%2054     2025-02-25
7.17 FHLMC SD 8236 03 50%2052     2025-02-25
7.39 FNMA PBH9215 03 50%2048     2025-02-25
7.29 FNMA PMA4398 02%2051     2025-02-25
7. FNMA PMA4355 02%2051     2025-02-25
7.38 FNMA PMA4598 02 50%2052     2025-02-25
6.44 FNMA PMA4730 03%2052     2025-02-25
10.54 FNMA PMA4782 03 50%2052     2025-02-25
5. JANUS HENDERSON AAA CLO ETF   2025-01-30 2025-02-26
1007. VANECK MORNINGSTAR WIDE MOAT ETF   2017-11-03 2025-02-26
281. INVESCO RAFI EMERGING MARKETS ETF   2020-02-06 2025-03-04
118.483 EASTERLY GLBL REAL EST FUND CL I   2020-02-06 2025-03-04
366. PACER US CASH COWS100   2024-04-03 2025-03-04
319. SCHWAB FUNDAMENTAL INTL EQUITY ETF   2020-09-08 2025-03-04
311. SCHWAB US DIVIDEND EQTY   2020-02-27 2025-03-04
170. SCHWAB US DIVIDEND EQTY   2020-03-09 2025-03-04
189.532 TCW EMERGING MARKETS INCOME I SHARE   2020-02-06 2025-03-04
64.091 TCW EMERGING MARKETS INCOME I SHARE   2025-01-30 2025-03-04
251.644 JP MORGAN UNDSCVRD MNGRS BEHAVRL VAL FD I CL   2020-09-08 2025-03-04
68. VANECK FALLEN ANGEL HIGH YIELD BOND ETF   2020-02-06 2025-03-04
1. VANECK MORNINGSTAR WIDE MOAT ETF   2017-11-03 2025-03-04
27. VANGUARD SHORT TERM BOND   2023-02-09 2025-03-04
47. WISDOMTREE EMERGING MARKETS HIGH DIVIDEND   2024-04-03 2025-03-04
1000. ENERGY TRANSFER P 4.05% 25 -   2018-11-14 2025-03-17
1000. EXXON MOBIL CORP 2.99% 25 GLB   2020-04-20 2025-03-19
6.36 GNM PMA7988M 03%2052     2025-03-20
12.07 GNM PMA8098M 03%2052     2025-03-20
8.03 FHLMC SD 6706 04 50%2054     2025-03-25
9.86 FHLMC SD 8236 03 50%2052     2025-03-25
4.76 FNMA PBH9215 03 50%2048     2025-03-25
6.71 FNMA PMA4398 02%2051     2025-03-25
7.25 FNMA PMA4355 02%2051     2025-03-25
6.69 FNMA PMA4598 02 50%2052     2025-03-25
7.59 FNMA PMA4730 03%2052     2025-03-25
8.63 FNMA PMA4782 03 50%2052     2025-03-25
2455. INVESCO RAFI EMERGING MARKETS ETF   2020-02-06 2025-04-09
1000. GENERAL MILLS INC 4.00% 25 GLB   2018-12-19 2025-04-17
7.14 GNM PMA7988M 03%2052     2025-04-21
13.11 GNM PMA8098M 03%2052     2025-04-21
10.15 FHLMC SD 6706 04 50%2054     2025-04-25
8.33 FHLMC SD 8236 03 50%2052     2025-04-25
7.52 FNMA PBH9215 03 50%2048     2025-04-25
8.54 FNMA PMA4398 02%2051     2025-04-25
8.58 FNMA PMA4355 02%2051     2025-04-25
10.09 FNMA PMA4598 02 50%2052     2025-04-25
17.27 FNMA PMA4730 03%2052     2025-04-25
14.63 FNMA PMA4782 03 50%2052     2025-04-25
1000. ABBVIE INC 3.60%MAY14 25 GLB   2018-11-13 2025-05-14
1000. ABBVIE INC 3.60%MAY14 25 GLB   2020-07-28 2025-05-14
7.53 GNM PMA7988M 03%2052     2025-05-20
15.99 GNM PMA8098M 03%2052     2025-05-20
13.17 FHLMC SD 6706 04 50%2054     2025-05-27
14.39 FHLMC SD 8236 03 50%2052     2025-05-27
9.99 FNMA PBH9215 03 50%2048     2025-05-27
9.74 FNMA PMA4398 02%2051     2025-05-27
8.35 FNMA PMA4355 02%2051     2025-05-27
11.31 FNMA PMA4598 02 50%2052     2025-05-27
16.17 FNMA PMA4730 03%2052     2025-05-27
13.83 FNMA PMA4782 03 50%2052     2025-05-27
1000. US TSY 4.500% FEB 15 2044 4.500% FEB 15 2044   2024-03-05 2025-06-06
294. INVESCO RAFI EMERGING MARKETS ETF   2020-02-06 2025-06-17
435.995 EASTERLY GLBL REAL EST FUND CL I   2020-02-06 2025-06-17
562.769 EASTERLY GLBL REAL EST FUND CL I   2020-04-14 2025-06-17
999.968 EASTERLY GLBL REAL EST FUND CL I   2023-02-09 2025-06-17
754.42 EASTERLY GLBL REAL EST FUND CL I   2021-02-02 2025-06-17
555. SCHWAB FUNDAMENTAL INTL EQUITY ETF   2020-09-08 2025-06-17
319.613 JP MORGAN UNDSCVRD MNGRS BEHAVRL VAL FD I CL   2020-09-08 2025-06-17
7. VANECK FALLEN ANGEL HIGH YIELD BOND ETF   2020-02-06 2025-06-17
68. VANECK MORNINGSTAR WIDE MOAT ETF   2017-11-03 2025-06-17
14. VANGUARD SHORT TERM BOND   2023-02-09 2025-06-17
157. WISDOMTREE EMERGING MARKETS HIGH DIVIDEND   2024-04-03 2025-06-17
171. WISDOMTREE INDIA EARNINGS   2024-07-15 2025-06-17
7.12 GNM PMA7988M 03%2052     2025-06-20
20.55 GNM PMA8098M 03%2052     2025-06-20
11.11 FHLMC SD 6706 04 50%2054     2025-06-25
10.85 FHLMC SD 8236 03 50%2052     2025-06-25
10.04 FNMA PBH9215 03 50%2048     2025-06-25
10.19 FNMA PMA4398 02%2051     2025-06-25
9.23 FNMA PMA4355 02%2051     2025-06-25
9.86 FNMA PMA4598 02 50%2052     2025-06-25
3.67 FNMA PMA4730 03%2052     2025-06-25
8.19 FNMA PMA4782 03 50%2052     2025-06-25
2000. WARNERMEDIA HOLDI 4.05% 29 COMPANY GUARNT GLB   2023-08-07 2025-06-30
1000. US TSY 4.125% FEB 28 2027 4.125% FEB 28 2027   2025-03-18 2025-07-16
1000. MORGAN STANLEY CLD GLB   2023-06-28 2025-07-17
2000. MORGAN STANLEY CLD GLB   2022-07-21 2025-07-17
7.05 GNM PMA7988M 03%2052     2025-07-21
15.48 GNM PMA8098M 03%2052     2025-07-21
2000. AES CORP/THE 2.45%JAN15 31 GLB   2025-02-06 2025-07-24
12.89 FHLMC SD 6706 04 50%2054     2025-07-25
11.88 FHLMC SD 8236 03 50%2052     2025-07-25
10.8 FNMA PBH9215 03 50%2048     2025-07-25
10.25 FNMA PMA4398 02%2051     2025-07-25
9.49 FNMA PMA4355 02%2051     2025-07-25
12.09 FNMA PMA4598 02 50%2052     2025-07-25
13.35 FNMA PMA4730 03%2052     2025-07-25
8.16 FNMA PMA4782 03 50%2052     2025-07-25
507. PACER US CASH COWS100   2024-04-03 2025-08-07
1072. SCHWAB US DIVIDEND EQTY   2020-03-09 2025-08-07
209. SCHWAB US DIVIDEND EQTY   2020-03-16 2025-08-07
729. VANECK MORNINGSTAR WIDE MOAT ETF   2017-11-03 2025-08-07
1000. NISOURCE INC 0.95%AUG15 25 GLB   2020-08-26 2025-08-15
1000. STARBUCKS CORP 3.80% 2025 GLB   2018-10-03 2025-08-15
6.69 GNM PMA7988M 03%2052     2025-08-20
14.76 GNM PMA8098M 03%2052     2025-08-20
13.55 FHLMC SD 6706 04 50%2054     2025-08-25
10.39 FHLMC SD 8236 03 50%2052     2025-08-25
8.06 FNMA PBH9215 03 50%2048     2025-08-25
10.22 FNMA PMA4398 02%2051     2025-08-25
9.32 FNMA PMA4355 02%2051     2025-08-25
11.44 FNMA PMA4598 02 50%2052     2025-08-25
6.72 FNMA PMA4730 03%2052     2025-08-25
13.26 FNMA PMA4782 03 50%2052     2025-08-25
1000. SIMON PROPERTY GR 3.50% 25 GLB   2021-03-05 2025-09-02
921. PACER US CASH COWS100   2024-07-25 2025-09-12
23. PACER US CASH COWS100   2024-07-15 2025-09-12
13. PACER US CASH COWS100   2024-04-03 2025-09-12
1000. ENTERGY CORP 0.90%SEP15 25 GLB   2020-08-26 2025-09-15
6.72 GNM PMA7988M 03%2052     2025-09-22
18.36 GNM PMA8098M 03%2052     2025-09-22
11.35 FHLMC SD 6706 04 50%2054     2025-09-25
11.59 FHLMC SD 8236 03 50%2052     2025-09-25
7.04 FNMA PBH9215 03 50%2048     2025-09-25
9.65 FNMA PMA4398 02%2051     2025-09-25
8.72 FNMA PMA4355 02%2051     2025-09-25
10.6 FNMA PMA4598 02 50%2052     2025-09-25
9.55 FNMA PMA4730 03%2052     2025-09-25
14.16 FNMA PMA4782 03 50%2052     2025-09-25
603. WISDOMTREE INDIA EARNINGS   2024-07-15 2025-09-25
929. WISDOMTREE US MIDCAP DIV FD   2022-05-10 2025-09-25
1637. SCHWAB US DIVIDEND EQTY   2021-09-22 2025-10-15
919. SCHWAB US DIVIDEND EQTY   2020-03-16 2025-10-15
1827. SCHWAB US DIVIDEND EQTY   2021-08-10 2025-10-15
1302. SCHWAB US DIVIDEND EQTY   2020-03-31 2025-10-15
3. SCHWAB US DIVIDEND EQTY   2021-02-02 2025-10-15
124. VANECK MORNINGSTAR WIDE MOAT ETF   2020-02-06 2025-10-15
17. VANECK MORNINGSTAR WIDE MOAT ETF   2017-11-03 2025-10-15
22. VANGUARD SHORT TERM BOND   2023-02-09 2025-10-15
6.04 GNM PMA7988M 03%2052     2025-10-20
14.02 GNM PMA8098M 03%2052     2025-10-20
2000. BROADCOM CRP / C 3.87% 27 COMPANY GUARNT GLB   2024-04-03 2025-10-23
2000. MICRON TECHNOLOGY 6.75% 29 GLB   2023-01-20 2025-10-24
13.03 FHLMC SD 6706 04 50%2054     2025-10-27
10.9 FHLMC SD 8236 03 50%2052     2025-10-27
4.34 FNMA PBH9215 03 50%2048     2025-10-27
8.92 FNMA PMA4398 02%2051     2025-10-27
8.59 FNMA PMA4355 02%2051     2025-10-27
8.17 FNMA PMA4598 02 50%2052     2025-10-27
8.67 FNMA PMA4730 03%2052     2025-10-27
9.33 FNMA PMA4782 03 50%2052     2025-10-27
1000. SHELL INTL FIN 6.37% 2038 6.375% DUE 12/15/38   2015-11-03 2025-11-04
1000. U.S. TREASURY NOTE 4.250% MAY 15 2035   2025-05-15 2025-11-05
1000. ASTRAZENECA PLC 3.37% 2025 GLB   2017-03-30 2025-11-17
267. INVESCO RAFI EMERGING MARKETS ETF   2020-02-06 2025-11-18
36. PACER US CASH COWS100   2024-07-25 2025-11-18
591. SCHWAB FUNDAMENTAL INTL EQUITY ETF   2020-09-08 2025-11-18
1159. SCHWAB FUNDAMENTAL INTL EQUITY ETF   2021-10-15 2025-11-18
173. SCHWAB US DIVIDEND EQTY   2021-09-22 2025-11-18
1. WISDOMTREE EMERGING MARKETS HIGH DIVIDEND   2024-04-03 2025-11-18
25. WISDOMTREE INDIA EARNINGS   2024-07-15 2025-11-18
6.42 GNM PMA7988M 03%2052     2025-11-20
12.33 GNM PMA8098M 03%2052     2025-11-20
14.25 FHLMC SD 6706 04 50%2054     2025-11-25
6.55 FHLMC SD 8236 03 50%2052     2025-11-25
8. FNMA PBH9215 03 50%2048     2025-11-25
8.51 FNMA PMA4398 02%2051     2025-11-25
8.44 FNMA PMA4355 02%2051     2025-11-25
10.18 FNMA PMA4598 02 50%2052     2025-11-25
11.18 FNMA PMA4730 03%2052     2025-11-25
9.59 FNMA PMA4782 03 50%2052     2025-11-25
30.169 AMERICAN BOND FD OF AMERICA CL F2   2024-09-24 2025-12-05
1513.854 AMERICAN BOND FD OF AMERICA CL F2   2024-09-24 2025-12-05
375. VANGUARD SHORT TERM BOND   2023-02-09 2025-12-05
1000. GOLDMAN SACHS GROUP CLD SER VAR GLB   2021-06-14 2025-12-09
5.49 GNM PMA7988M 03%2052     2025-12-22
10.37 GNM PMA8098M 03%2052     2025-12-22
9.21 FHLMC SD 6706 04 50%2054     2025-12-26
10.11 FHLMC SD 8236 03 50%2052     2025-12-26
5.88 FNMA PBH9215 03 50%2048     2025-12-26
7.79 FNMA PMA4398 02%2051     2025-12-26
7.42 FNMA PMA4355 02%2051     2025-12-26
11.13 FNMA PMA4598 02 50%2052     2025-12-26
11.22 FNMA PMA4730 03%2052     2025-12-26
9. FNMA PMA4782 03 50%2052     2025-12-26
1000. EXPRESS SCRIPTS H 4.50% 26   2017-06-08 2025-12-31
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,307   1,324 -17
b 21,753   27,664 -5,911
c 456   611 -155
d 3,648   3,595 53
e 44,759   32,100 12,659
5,218   3,311 1,907
2,027   1,083 944
2,618   2,713 -95
13,950   5,894 8,056
1,396   1,364 32
2,000   2,000  
1,000   1,000  
6   6  
15   15  
10   10  
7   7  
7   7  
7   7  
7   7  
7   7  
6   6  
11   11  
255   255  
92,668   40,653 52,015
6,052   5,999 53
1,739   2,301 -562
20,314   21,224 -910
11,436   7,975 3,461
8,708   5,506 3,202
4,760   2,831 1,929
1,257   1,619 -362
425   523 -98
20,187   11,724 8,463
1,964   2,050 -86
90   40 50
2,105   2,046 59
1,953   1,986 -33
1,000   955 45
1,000   1,000  
6   6  
12   12  
8   8  
10   10  
5   5  
7   7  
7   7  
7   7  
8   8  
9   9  
49,164   52,414 -3,250
1,000   985 15
7   7  
13   13  
10   10  
8   8  
8   8  
9   9  
9   9  
10   10  
17   17  
15   15  
1,000   959 41
1,000   1,000  
8   8  
16   16  
13   13  
14   14  
10   10  
10   10  
8   8  
11   11  
16   16  
14   14  
941   1,012 -71
6,808   6,277 531
6,723   8,467 -1,744
8,678   8,380 298
15,420   15,240 180
11,633   13,104 -1,471
21,823   13,875 7,948
25,259   14,891 10,368
202   211 -9
6,213   2,745 3,468
1,094   1,061 33
7,057   6,633 424
7,869   8,536 -667
7   7  
21   21  
11   11  
11   11  
10   10  
10   10  
9   9  
10   10  
4   4  
8   8  
44   1,841 -1,797
1,003   1,002 1
1,000   982 18
2,000   2,000  
7   7  
15   15  
1,779   1,685 94
13   13  
12   12  
11   11  
10   10  
9   9  
12   12  
13   13  
8   8  
27,948   29,400 -1,452
28,547   17,855 10,692
5,566   3,100 2,466
69,838   29,430 40,408
1,000   1,000  
1,000   994 6
7   7  
15   15  
14   14  
10   10  
8   8  
10   10  
9   9  
11   11  
7   7  
13   13  
1,000   1,000  
52,792   52,041 751
1,318   1,284 34
745   754 -9
1,000   999 1
7   7  
18   18  
11   11  
12   12  
7   7  
10   10  
9   9  
11   11  
10   10  
14   14  
26,876   30,102 -3,226
48,094   38,080 10,014
43,921   40,564 3,357
24,657   13,632 11,025
49,018   46,969 2,049
34,933   19,677 15,256
80   65 15
12,428   6,979 5,449
1,704   686 1,018
1,739   1,667 72
6   6  
14   14  
2,000   1,937 63
2,201   2,072 129
13   13  
11   11  
4   4  
9   9  
9   9  
8   8  
9   9  
9   9  
1,122   1,186 -64
1,009   984 25
1,000   1,000  
6,841   5,700 1,141
2,079   2,034 45
25,756   14,775 10,981
50,509   39,174 11,335
4,679   4,287 392
46   42 4
1,156   1,248 -92
6   6  
12   12  
14   14  
7   7  
8   8  
9   9  
8   8  
10   10  
11   11  
10   10  
345   352 -7
17,334   17,682 -348
29,552   28,410 1,142
1,000   989 11
5   5  
10   10  
9   9  
10   10  
6   6  
8   8  
7   7  
11   11  
11   11  
9   9  
1,000   1,000  
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
      8,347
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       -17
b       -5,911
c       -155
d       53
e       12,659
      1,907
      944
      -95
      8,056
      32
       
       
       
       
       
       
       
       
       
       
       
       
       
      52,015
      53
      -562
      -910
      3,461
      3,202
      1,929
      -362
      -98
      8,463
      -86
      50
      59
      -33
      45
       
       
       
       
       
       
       
       
       
       
       
      -3,250
      15
       
       
       
       
       
       
       
       
       
       
      41
       
       
       
       
       
       
       
       
       
       
       
      -71
      531
      -1,744
      298
      180
      -1,471
      7,948
      10,368
      -9
      3,468
      33
      424
      -667
       
       
       
       
       
       
       
       
       
       
      -1,797
      1
      18
       
       
       
      94
       
       
       
       
       
       
       
       
      -1,452
      10,692
      2,466
      40,408
       
      6
       
       
       
       
       
       
       
       
       
       
       
      751
      34
      -9
      1
       
       
       
       
       
       
       
       
       
       
      -3,226
      10,014
      3,357
      11,025
      2,049
      15,256
      15
      5,449
      1,018
      72
       
       
      63
      129
       
       
       
       
       
       
       
       
      -64
      25
       
      1,141
      45
      10,981
      11,335
      392
      4
      -92
       
       
       
       
       
       
       
       
       
       
      -7
      -348
      1,142
      11
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 230,064
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 4,372
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 4,372
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 4,372
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,168
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,168
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 2,204
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 tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofBANK OF AMERICA NA Telephone no. (888) 866-3275

Located atP O BOX 1532PENNINGTONNJ ZIP+4085340691
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BANK OF AMERICA N A TRUSTEE
2 		12,637    
PO BOX 1532
PENNINGTON,NJ08534
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,025,135
b
Average of monthly cash balances.......................
1b
54,185
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
3,079,320
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
3,079,320
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
46,190
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,033,130
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
151,657
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
151,657
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
4,372
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,372
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
147,285
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
147,285
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
147,285
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
155,920
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
155,920
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 147,285
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...... 24,837
b From 2021...... 1,780
c From 2022...... 19,178
d From 2023...... 31,112
e From 2024...... 26,139
f Total of lines 3a through e ........ 103,046
4Qualifying distributions for 2025 from Part
XI, line 4: $ 155,920
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..... 147,285
e Remaining amount distributed out of corpus 8,635
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 5 111,681
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) ... 		24,837
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		86,844
10 Analysis of line 9:
a Excess from 2021 .... 1,780
b Excess from 2022 .... 19,178
c Excess from 2023 .... 31,112
d Excess from 2024 .... 26,139
e Excess from 2025 .... 8,635
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

SPRINGFIELD MUSEUMS CORP

21 EDWARDS STREET
SPRINGFIELD,MA011031548 		N/A   UNRESTRICTED GENERAL 150,080
Total ................................. 3a 150,080
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 93,727  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 230,064  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   323,791  
13Total. Add line 12, columns (b), (d), and (e)..................
13
323,791
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 InvestmentsCorpBondsSchedule
Name:
B SMITH TUW FBO SPRINGFIELD
EIN:
04-6019078
Name of Bond End of Year Book Value End of Year Fair Market Value
00287YAQ2 ABBVIE INC    
036752AG8 ANTHEM INC    
822582AD4 SHELL INTERNATIONAL    
855244AQ2 STARBUCKS CORP    
046353AL2 ASTRAZENECA PLC    
370334CF9 GENERAL MILLS INC    
92343VCQ5 VERIZON COMMUNICATIO    
30219GAM0 EXPRESS SCRIPTS HOLD    
37045XBT2 GENERAL MOTORS FINL    
126408HE6 CSX CORP    
29273RBD0 ENERGY TRANSFER PART    
023135BF2 AMAZON.COM INC    
927804FU3 VIRGINIA ELEC & POWE    
94974BGH7 WELLS FARGO & COMPAN    
10112RAY0 BOSTON PROPERTIES LP    
30161NAX9 EXELON CORP    
65473PAK1 NISOURCE INC    
67066GAF1 NVIDIA CORP    
30231GBH4 EXXON MOBIL CORPORAT    
29364GAM5 ENTERGY CORP    
961214EH2 WESTPAC BANKING CORP    
40434LAB1 HP INC    
65339KBR0 NEXTERA ENERGY CAPIT    
04686JAA9 ATHENE HOLDINGS LTD 1,034 999
609207AT2 MONDELEZ INTERNATION    
02209SBL6 ALTRIA GROUP INC    
87264ABD6 T-MOBILE USA INC    
20030NCU3 COMCAST CORP    
299808AJ4 EVEREST REINSURANCE    
548661EA1 LOWE'S COS INC    
38141GXM1 GOLDMAN SACHS GROUP    
89114TZG0 TORONTO-DOMINION BAN    
00206RHJ4 AT&T INC    
031162CU2 AMGEN INC    
828807CV7 SIMON PROPERTY GROUP    
025816CM9 AMERICAN EXPRESS CO    
438127AB8 HONDA MOTOR CO LTD    
87165BAM5 SYNCHRONY FINANCIAL    
61747YET8 MORGAN STANLEY    
961214FG3 WESTPAC BANKING CORP    
38141GYM0 GOLDMAN SACHS GROUP    
89788NAA8 TRUIST FINANCIAL COR    
89236TJZ9 TOYOTA MOTOR CREDIT    
49271VAP5 KEURIG DR PEPPER INC    
78016EZD2 ROYAL BANK OF CANADA    
126650CX6 CVS HEALTH CORP    
24422EWR6 JOHN DEERE CAPITAL C    
446150BB9 HUNTINGTON BANCSHARE    
502431AP4 L3HARRIS TECH INC    
55903VBB8 WARNERMEDIA HOLDINGS    
595112BV4 MICRON TECHNOLOGY IN    
716973AC6 PFIZER INVESTMENT EN    
718172DA4 PHILIP MORRIS INTL I    
11134LAH2 BROADCOM CRP / CAYM    
345370DA5 FORD MOTOR COMPANY    
444859CA8 HUMANA INC    
46266TAF5 IQVIA INC    
46647PBX3 JPMORGAN CHASE & CO    
47233WEJ4 JEFFERIES FIN GROUP    
494553AD2 KINDER MORGAN INC    
59156RCE6 METLIFE INC    
68389XCE3 ORACLE CORP    
883556DA7 THERMO FISHER SCIENT    
95000U2G7 WELLS FARGO & COMPAN    
025816CM9 AMERICAN EXPRESS CO 1,000 982
02209SBL6 ALTRIA GROUP INC COM 1,930 1,769
46647PBX3 JPMORGAN CHASE & CO 1,648 1,783
09062XAH6 BIOGEN INC GLB 1,770 1,837
883556DA7 THERMO FISHER SCIENT 2,008 2,059
036752AG8 ANTHEM INC GLB 2,057 2,002
716973AC6 PFIZER INVESTMENT EN 1,930 2,027
126650CX6 CVS HEALTH CORP GLB 1,975 2,007
444859CA8 HUMANA INC GLB 1,984 2,068
446150BB9 HUNTINGTON BANCSHARE 1,883 2,011
49271VAP5 KEURIG DR PEPPER INC 944 989
40434LAB1 HP INC GLB 1,013 985
87165BAM5 SYNCHRONY FINANCIAL 884 995
37045XBT2 GENERAL MOTORS FINL 1,006 1,002
126408HE6 CSX CORP GLB 969 989
89114TZG0 TORONTO-DOMINION BAN 984 982
55903VBY8 WARNERMEDIA HOLDINGS   1,936
00287YDZ9 ABBVIE INC GLB 2,030 2,061
37940XAB8 GLOBAL PAYMENTS INC 1,873 1,907
548661EA1 LOWE'S COS INC GLB 1,010 917
299808AJ4 EVEREST REINSURANCE 986 634
38141GC44 GOLDMAN SACHS GROUP 1,040 1,038
00206RHJ4 AT&T INC GLB 2,146 2,010
609207AT2 MONDELEZ INTERNATION 1,025 941
023135BF2 AMAZON.COM INC GLB 2,329 1,834
6174468X0 MORGAN STANLEY SER M 2,582 2,632
30303MAE2 META PLATFORMS INC S 2,992 2,879
46266TAF5 IQVIA INC GLB 2,044 2,108
47233WEJ4 JEFFERIES FIN GROUP 1,991 2,111
718172DA4 PHILIP MORRIS INTL I 2,010 2,067
89788NAA8 TRUIST FINANCIAL COR 1,003 1,006
345370DA5 FORD MOTOR COMPANY G 1,654 1,762
89236TJZ9 TOYOTA MOTOR CREDIT 973 991
65339KBR0 NEXTERA ENERGY CAPIT 1,011 920
59156RCE6 METLIFE INC GLB 2,025 2,108
961214FG3 WESTPAC BANKING CORP 1,886 2,065
30161NAX9 EXELON CORP GLB 1,010 990
20030NCU3 COMCAST CORP COMPANY 1,090 1,000
87264ABD6 T-MOBILE USA INC COM 1,026 997
78016EZD2 ROYAL BANK OF CANADA 999 999
95000U2G7 WELLS FARGO & COMPAN 2,794 2,854
031162CU2 AMGEN INC GLB 1,015 933
494553AD2 KINDER MORGAN INC CO 1,986 2,046
502431AP4 L3HARRIS TECH INC GL 1,981 2,029
10112RAY0 BOSTON PROPERTIES LP 993 990
04010LBF9 ARES CAPITAL CORP GL 2,033 2,052
24422EWR6 JOHN DEERE CAPITAL C 1,008 1,019
68389XCE3 ORACLE CORP GLB 1,767 1,797
67066GAF1 NVIDIA CORP GLB 1,024 955
438127AB8 HONDA MOTOR CO LTD - 1,933 1,967
29273VAQ3 ENERGY TRANSFER LP G 2,005 2,099
927804FU3 VIRGINIA ELEC & POWE 1,000 1,000
92343VCQ5 VERIZON COMMUNICATIO 948 965
38141GYM0 GOLDMAN SACHS GROUP 981 983

TY 2025 InvestmentsCorpStockSchedule
Name:
B SMITH TUW FBO SPRINGFIELD
EIN:
04-6019078
Name of Stock End of Year Book Value End of Year Fair Market Value
25434V666 DIMENSIONAL US LARGE 242,312 264,683
97717W422 WISDOMTREE INDIA EAR 25,619 25,228
921937827 VANGUARD SHORT TERM 101,025 103,950
92189F643 VANECK MORNINGSTAR W 210,407 393,395
92647X830 VICTORYSHARES FREE C 34,962 34,733
808524797 SCHWAB US DIVIDEND E 241,044 255,867
97717W315 WISDOMTREE EMERGING 75,995 83,938
97717W505 WISDOMTREE US MIDCAP 105,851 125,388
46435U861 ISHARES CORE DIVIDEN 131,485 180,041
47103U845 JANUS HENDERSON AAA 151,691 151,082
92189F437 VANECK FALLEN ANGEL 164,633 166,265
46138E727 INVESCO RAFI EMERGIN 63,830 83,186
808524755 SCHWAB FUNDAMENTAL I 118,872 167,322
69374H881 PACER US CASH COWS10 81,087 86,043

TY 2025 InvestmentsGovtObligationsSch
Name:
B SMITH TUW FBO SPRINGFIELD
EIN:
04-6019078
US Government Securities - End of Year Book Value:

97,871
US Government Securities - End of Year Fair Market Value:

77,568
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2025 InvestmentsOtherSchedule2
Name:
B SMITH TUW FBO SPRINGFIELD
EIN:
04-6019078
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
92189F437 VANECK VECTORS FALLE      
92189F643 VANECK VECTORS MORNI      
543495741 LOOMIS SAYLES SECURI AT COST 127,035 99,311
46138E727 INVESCO FTSE RAFI EM      
87234N765 TCW EMERGING MARKETS AT COST 87,273 82,889
808524755 SCHWAB FUNDAMENTAL      
808524797 SCHWAB US DIVIDEND E      
904504495 JP MORGAN UNDSCVRD M AT COST 98,441 133,238
470258823 JAMES ALPHA GLBL REA      
97717W505 WISDOMTREE US MIDCAP      
921937827 VANGUARD SHORT-TERM      
097873822 AMERICAN BOND FD OF AT COST 103,516 103,750
69374H881 PACER US CASH COWS 1      
97717W315 WISDOMTREE TR EMERGI      
97717W422 WISDOMTREE INDIA EAR      
04686JAA9 ATHENE HOLDINGS LTD AT COST 1,034 999
543495758 LOOMIS SAYLES HI INC AT COST 21,406 19,279
04686JAA9 ATHENE HOLDINGS LTD AT COST 1,034 999
543495741 LOOMIS SAYLES SECURI AT COST 127,035 99,311
543495758 LOOMIS SAYLES HI INC AT COST 21,406 19,279

TY 2025 LegalFeesSchedule
Name:
B SMITH TUW FBO SPRINGFIELD
EIN:
04-6019078
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES -PRIN 750     750


TY 2025 OtherDecreasesSchedule
Name:
B SMITH TUW FBO SPRINGFIELD
EIN:
04-6019078
Description Amount
MUTUAL FUND TIMING ADJ 116
ACCRUED INTEREST 32
INCOME ADJUSTMENT 8,347
TYE SALES ADJUSMENT 16,663


TY 2025 OtherExpensesSchedule
Name:
B SMITH TUW FBO SPRINGFIELD
EIN:
04-6019078
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AG FILING FEE 35 0   35
INVSTMT EXPENSE 70 70   0


TY 2025 OtherIncreasesSchedule
Name:
B SMITH TUW FBO SPRINGFIELD
EIN:
04-6019078
Description Amount
BASIS ADJUSTMENT 8


TY 2025 TaxesSchedule
Name:
B SMITH TUW FBO SPRINGFIELD
EIN:
04-6019078
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL ESTIMATES - PRINCIPAL 1,777 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,026 1,026   0
FOREIGN TAXES ON NONQUALIFIED 614 614   0