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
GEORGE A OHL JR TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 505 MAC H0006-092
  Room/suite
City or town
SAINT LOUIS
State or province
MO
Country  
ZIP or foreign postal code
63166
A Employer identification number

22-6024900
B Telephone number (see instructions)

8887304933
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)$5,484,929J 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... 112,986 111,948  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 72,150
b Gross sales price for all assets on line 6a 646,526
7 Capital gain net income (from Part IV, line 2)... 72,150
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)....... Click to see attachment
List of Attached Documents:
// Content
2,919 2,919  
12 Total. Add lines 1 through 11........ 188,055 187,017  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 88,627 60,140   28,487
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,537 0 0 1,537
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
3,224 3,224   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,497 2,369   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
4,989 166   4,823
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 108,874 65,899 0 34,847
25 Contributions, gifts, grants paid....... 189,500 189,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 298,374 65,899 0 224,347
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -110,319
b Net investment income (if negative, enter -0-) 121,118
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.............      
2 Savings and temporary cash investments......... 167,496 91,442 91,442
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,245,514 Click to see attachment
List of Attached Documents:
// Content
1,279,938 		1,660,082
c Investments—corporate bonds (attach schedule)....... 515,917 Click to see attachment
List of Attached Documents:
// Content
511,340 		506,648
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,994,376 Click to see attachment
List of Attached Documents:
// Content
1,928,584 		3,226,757
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) 3,923,303 3,811,304 5,484,929
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........ 3,923,303 3,811,304
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)..... 3,923,303 3,811,304
30 Total liabilities and net assets/fund balances (see instructions). 3,923,303 3,811,304
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
3,923,303
2
Enter amount from Part I, line 27a .....................
2
-110,319
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
695
4
Add lines 1, 2, and 3 ..........................
4
3,813,679
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
2,375
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
3,811,304
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 100. ISHARES CMBS ETF   2021-08-26 2025-01-06
b 10000. JPMORGAN CHASE & CO 2.950% 10/01/26   2019-09-26 2025-01-06
c 10000. GOLDMAN SACHS GROUP 3.750% 5/22/25   2017-09-27 2025-01-28
d 32. AIRBUS SE - UNSP ADR     2025-02-07
e 38. AIRBUS SE - UNSP ADR   2022-05-19 2025-02-07
81. AXA - ADR     2025-02-07
56. TOTAL S.A. - ADR     2025-02-10
20000. FED FARM CREDIT BK 5.080% 8/14/28   2024-09-05 2025-02-14
3. BOOKING HOLDINGS INC   2024-04-10 2025-02-28
13. CORPAY INC   2024-04-10 2025-02-28
148. FORTUNE BRANDS INNOVATIONS INC     2025-02-28
27. MORGAN STANLEY   2024-04-10 2025-02-28
26. ACCENTURE PLC   2024-04-10 2025-02-28
15000. US TREASURY NOTE 2.250% 8/15/27   2022-10-12 2025-03-07
13. ABBVIE INC     2025-03-11
1. ABBVIE INC   2022-02-14 2025-03-11
48. DEUTSCHE TELEKOM AG - ADR   2024-05-15 2025-03-11
24. DEUTSCHE TELEKOM AG - ADR     2025-03-11
16. KROGER CO   2022-11-02 2025-03-11
22. PHILIP MORRIS INTERNATIONAL IN   2023-01-25 2025-03-11
4. META PLATFORMS INC     2025-03-20
22. OKTA INC     2025-03-20
30000. US TREASURY NOTE 2.625% 3/31/25     2025-03-31
2. ABBVIE INC   2022-02-14 2025-04-23
1. ANALOG DEVICES INC   2019-10-29 2025-04-23
3. ASTRAZENECA PLC ADR     2025-04-23
21. BARCLAYS PLC - ADR   2024-12-24 2025-04-23
3. COMCAST CORP CLASS A   2019-10-29 2025-04-23
1. DEUTSCHE BOERSE AG ADR   2023-06-09 2025-04-23
1. DEUTSCHE POST AG ADR   2024-03-11 2025-04-23
1. GENUINE PARTS CO   2023-12-21 2025-04-23
10. HITACHI LIMITED - ADR   2025-02-07 2025-04-23
1. INTERNATIONAL FLAVORS & FRAGRANCES   2022-11-02 2025-04-23
1. L'OREAL - ADR   2024-07-31 2025-04-23
5. LVMH MOET HENNESSY UNSP ADR - ADR   2024-07-31 2025-04-23
1. MICROSOFT CORP   2024-08-26 2025-04-23
1. NESTLE S.A. REGISTERED SHARES - ADR   2020-08-10 2025-04-23
2. NEXTERA ENERGY INC   2023-12-21 2025-04-23
5. ORIX CORPORATION - ADR   2020-06-09 2025-04-23
1. PHILIP MORRIS INTERNATIONAL IN   2023-01-25 2025-04-23
2. QUALCOMM INC   2024-11-13 2025-04-23
1. RPM INTERNATIONAL INC   2019-08-08 2025-04-23
2. RIO TINTO PLC - ADR   2024-04-12 2025-04-23
2. SANOFI-ADR     2025-04-23
3. SAP SE   2022-02-14 2025-04-23
1. SIEMENS AG - SPONSORED ADR   2025-02-10 2025-04-23
9. SUMITOMO TRUST AND BANKING ADR   2019-10-29 2025-04-23
1. TC ENERGY CORP   2020-09-22 2025-04-23
1. VEOLIA ENVIRONNEMENT ADR   2023-04-03 2025-04-23
6. VINCI SA ADR   2021-04-01 2025-04-23
2. WILLIAMS COS INC   2020-09-02 2025-04-23
20000. CHEVRON CORP 1.554% 5/11/25   2020-06-08 2025-05-11
1. AXA - ADR   2025-04-23 2025-05-20
35. AXA - ADR   2016-12-02 2025-05-20
45. DEUTSCHE BOERSE AG ADR   2023-06-09 2025-05-20
48. KROGER CO     2025-05-20
15. NESTLE S.A. REGISTERED SHARES - ADR     2025-05-20
23. WILLIAMS COS INC   2020-09-02 2025-05-20
10. ALPHABET INC CL C   2024-11-29 2025-05-30
25. ALPHABET INC CL C   2024-04-10 2025-05-30
5. BOSTON SCIENTIFIC CORP COM   2024-11-29 2025-05-30
25. BOSTON SCIENTIFIC CORP COM   2024-04-10 2025-05-30
47. CONSTELLATION BRANDS INC   2024-04-10 2025-05-30
3. INTERCONTINENTAL EXCHANGE INC   2024-11-29 2025-05-30
14. INTERCONTINENTAL EXCHANGE INC   2024-04-10 2025-05-30
5. NETFLIX.COM INC   2024-04-10 2025-05-30
500. ISHARES RUSSELL MID-CAP ETF   2022-04-01 2025-06-03
5627.199 PIMCO TOTAL RET FD-INST #35   2020-09-01 2025-06-03
20000. FED FARM CREDIT BK 4.620% 4/28/27   2025-02-14 2025-07-01
14. DUKE ENERGY HOLDING CORP. COM   2024-05-15 2025-07-24
22. MERCK & CO INC NEW   2024-12-06 2025-07-24
14. SIEMENS AG - SPONSORED ADR   2025-02-10 2025-07-24
2. SIEMENS AG - SPONSORED ADR   2019-10-29 2025-07-24
3496.146 INV OPP DEVELOP MRKTS-R6 7038   2015-11-30 2025-07-25
52. HITACHI LIMITED - ADR   2025-02-07 2025-07-25
37. HITACHI LIMITED - ADR   2024-05-15 2025-07-25
55. ORIX CORPORATION - ADR   2020-06-09 2025-07-29
70. ORIX CORPORATION - ADR     2025-07-30
39. ALIGN TECHNOLOGY INC   2024-12-10 2025-08-15
25. ALIGN TECHNOLOGY INC     2025-08-15
8. ARISTA NETWORKS INC   2024-11-29 2025-08-15
39. ARISTA NETWORKS INC   2024-04-10 2025-08-15
12. CADENCE DESIGN SYSTEMS INC   2024-11-29 2025-08-15
3. CADENCE DESIGN SYSTEMS INC   2024-04-10 2025-08-15
6. TRIMBLE NAV LTD   2024-11-29 2025-08-15
138. TRIMBLE NAV LTD   2024-04-10 2025-08-15
23. VERTIV HOLDINGS LLC   2025-02-28 2025-08-15
5000. BUNGE LTD FINANCE CO 1.630% 8/17/25   2022-03-04 2025-08-17
2. AMAZON COM INC COM   2024-11-29 2025-09-15
1. APPLE INC   2024-04-10 2025-09-15
1. BOSTON SCIENTIFIC CORP COM   2024-04-10 2025-09-15
1. CANADIAN PACIFIC KANSAS CITY L   2024-04-10 2025-09-15
6. CHIPOTLE MEXICAN GRILL INC   2024-11-29 2025-09-15
2. COSTAR GROUP, INC   2024-04-10 2025-09-15
1. DATADOG INC   2024-11-29 2025-09-15
1. META PLATFORMS INC   2024-04-10 2025-09-15
2. MICROSOFT CORP   2024-06-27 2025-09-15
3. OKTA INC   2024-04-10 2025-09-15
1. SERVICENOW INC   2024-04-10 2025-09-15
4. TRADE DESK INC/THE   2024-04-10 2025-09-15
1. UNITEDHEALTH GROUP INC   2024-11-29 2025-09-15
1. VISA INC-CLASS A SHRS   2024-11-29 2025-09-15
6. ALPHABET INC CL C   2025-09-15 2025-10-09
52. ALPHABET INC CL C   2024-04-10 2025-10-09
14. APPLE INC   2024-04-10 2025-10-09
44. ARISTA NETWORKS INC   2024-04-10 2025-10-09
1. BROADCOM INC   2025-09-15 2025-10-09
9. BROADCOM INC   2024-04-10 2025-10-09
6. NETFLIX.COM INC   2024-04-10 2025-10-09
5. VERTIV HOLDINGS LLC   2025-02-28 2025-10-09
15. VERTIV HOLDINGS LLC   2024-08-06 2025-10-09
13. ABBVIE INC   2022-02-14 2025-11-04
133. COMCAST CORP CLASS A     2025-11-04
9. GENUINE PARTS CO   2025-02-10 2025-11-04
18. GENUINE PARTS CO   2023-12-21 2025-11-04
44. NOVO NORDISK A/S - ADR   2025-03-11 2025-11-04
9. PROCTER & GAMBLE CO   2025-05-20 2025-11-04
8. PROCTER & GAMBLE CO   2020-06-08 2025-11-04
1. COCA-COLA EUROPACIFIC PARTNE   2025-04-23 2025-11-04
77. COCA-COLA EUROPACIFIC PARTNE     2025-11-04
5000. US TREASURY NOTE 2.250% 11/15/25   2018-10-02 2025-11-15
23. ALPHABET INC CL C   2024-04-10 2025-12-08
9. ANALOG DEVICES INC   2024-06-27 2025-12-08
138. COSTAR GROUP, INC     2025-12-08
22. POOL CORPORATION     2025-12-08
15. VERTIV HOLDINGS LLC   2024-08-06 2025-12-08
11. MCDONALDS CORP   2024-03-11 2025-12-12
37. NESTLE S.A. REGISTERED SHARES - ADR     2025-12-12
5. SAP SE   2022-02-14 2025-12-12
70. SCHNEIDER ELECTRIC SE - ADR   2023-04-03 2025-12-12
10. SNAP ON INC   2024-03-11 2025-12-12
11. TJX COMPANIES INC   2021-03-01 2025-12-12
5. MAGNUM ICE CREAM CO BV/THE   2025-03-13 2025-12-12
20. MAGNUM ICE CREAM CO BV/THE     2025-12-12
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(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 4,726   5,446 -720
b 9,742   10,268 -526
c 9,973   10,314 -341
d 1,369   1,211 158
e 1,626   1,073 553
3,122   2,032 1,090
3,375   2,341 1,034
20,000   20,000  
14,758   10,691 4,067
4,728   3,958 770
9,589   11,472 -1,883
3,551   2,469 1,082
9,037   8,449 588
14,425   13,726 699
2,779   2,129 650
214   141 73
1,746   1,157 589
873   526 347
1,069   757 312
3,360   2,267 1,093
2,395   2,134 261
2,501   2,191 310
30,000   30,307 -307
351   282 69
185   110 75
206   235 -29
328   281 47
104   136 -32
32   18 14
42   42  
117   138 -21
249   269 -20
76   96 -20
85   87 -2
558   712 -154
376   416 -40
105   124 -19
135   121 14
100   73 27
168   103 65
283   323 -40
104   69 35
121   135 -14
106   101 5
816   356 460
111   109 2
123   65 58
49   41 8
18   16 2
203   159 44
117   36 81
20,000   20,609 -609
47   46 1
1,639   826 813
1,446   797 649
3,354   2,175 1,179
1,586   1,806 -220
1,347   419 928
1,699   1,708 -9
4,248   3,938 310
523   455 68
2,613   1,713 900
8,359   12,381 -4,022
537   484 53
2,508   1,866 642
5,960   3,091 2,869
44,686   39,082 5,604
47,944   61,233 -13,289
20,000   19,990 10
1,676   1,445 231
1,846   2,275 -429
1,873   1,529 344
268   118 150
151,173   108,147 43,026
1,626   1,399 227
1,157   684 473
1,232   803 429
1,586   902 684
5,600   9,302 -3,702
3,589   7,403 -3,814
1,093   810 283
5,327   2,813 2,514
4,188   3,685 503
1,047   910 137
497   440 57
11,430   8,468 2,962
3,048   2,183 865
5,000   4,853 147
463   415 48
236   168 68
101   69 32
76   88 -12
232   370 -138
178   180 -2
138   153 -15
766   520 246
1,027   911 116
272   297 -25
947   771 176
183   344 -161
349   614 -265
339   316 23
1,449   1,496 -47
12,554   8,192 4,362
3,546   2,350 1,196
6,873   3,174 3,699
341   365 -24
3,073   1,190 1,883
7,406   3,709 3,697
826   474 352
2,478   1,030 1,448
2,788   1,834 954
3,592   5,100 -1,508
1,100   1,070 30
2,201   2,488 -287
2,135   3,438 -1,303
1,327   1,491 -164
1,180   947 233
87   88 -1
6,683   3,016 3,667
5,000   4,758 242
7,315   3,623 3,692
2,536   2,041 495
9,199   12,395 -3,196
5,201   8,419 -3,218
2,811   1,030 1,781
3,457   3,224 233
3,620   4,155 -535
1,225   594 631
3,873   2,311 1,562
3,501   2,956 545
1,716   740 976
78   75 3
313   257 56
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
      105
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       -720
b       -526
c       -341
d       158
e       553
      1,090
      1,034
       
      4,067
      770
      -1,883
      1,082
      588
      699
      650
      73
      589
      347
      312
      1,093
      261
      310
      -307
      69
      75
      -29
      47
      -32
      14
       
      -21
      -20
      -20
      -2
      -154
      -40
      -19
      14
      27
      65
      -40
      35
      -14
      5
      460
      2
      58
      8
      2
      44
      81
      -609
      1
      813
      649
      1,179
      -220
      928
      -9
      310
      68
      900
      -4,022
      53
      642
      2,869
      5,604
      -13,289
      10
      231
      -429
      344
      150
      43,026
      227
      473
      429
      684
      -3,702
      -3,814
      283
      2,514
      503
      137
      57
      2,962
      865
      147
      48
      68
      32
      -12
      -138
      -2
      -15
      246
      116
      -25
      176
      -161
      -265
      23
      -47
      4,362
      1,196
      3,699
      -24
      1,883
      3,697
      352
      1,448
      954
      -1,508
      30
      -287
      -1,303
      -164
      233
      -1
      3,667
      242
      3,692
      495
      -3,196
      -3,218
      1,781
      233
      -535
      631
      1,562
      545
      976
      3
      56
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 72,150
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,684
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,684
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,684
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 5,428
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 5,428
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 3,744
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax1,684 Refunded 11 2,060
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)
NJ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofWELLS FARGO BANK NA Telephone no. (800) 352-3705

Located at100 N MAIN ST FL 5D4001-052WINSTON SALEMNC ZIP+427101
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
BERNARD S BERKOWITZ CO-TRUSTEE
2 		0    
100 N MAIN ST FL 5D4001-052
WINSTON SALEM,NC27101
GENE R KORF ESQ CO-TRUSTEE
2 		12,661    
100 N MAIN ST FL 5D4001-052
WINSTON SALEM,NC27101
HANS DEKKER CO-TRUSTEE
2 		12,661    
100 N MAIN ST FL 5D4001-052
WINSTON SALEM,NC27101
WELLS FARGO BANK N A TRUSTEE
1 		63,305    
100 N MAIN ST FL 5D4001-052
WINSTON SALEM,NC27101
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
5,097,149
b
Average of monthly cash balances.......................
1b
137,810
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
5,234,959
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
5,234,959
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
78,524
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,156,435
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
257,822
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
257,822
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,684
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,684
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
256,138
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
256,138
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
256,138
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
224,347
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
224,347
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 7 256,138
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 167,869
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 224,347
a Applied to 2024, but not more than line 2a 167,869
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..... 56,478
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		199,660
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

HOMEFRONT INC

1880 PRINCETON AVE
LAWRENCE TOWNSHIP,NJ08648 		NONE   GENERAL OPERATING 10,000

HOMELESS SOLUTIONS INC

3 WING DRIVE STE 245
CEDAR KNOLLS,NJ07927 		NONE   GENERAL OPERATING 5,000

INSTITUTE OF MUSIC FOR CHILDREN INC

780 SALEM AVENUE
ELIZABETH,NJ07208 		NONE   GENERAL OPERATING 5,000

ST VINCENT ACADEMY

228 W MARKET STREET
NEWARK,NJ07103 		NONE   GENERAL OPERATING 7,500

VISION LOSS ALLIANCE OF NJ

201 LITTLETON ROAD
MORRIS PLAINS,NJ07950 		NONE   GENERAL OPERATING 5,000

THE SHAKESPEARE THEATRE OF NEW JERSEY IN

3 VREELAND ROAD
FLORHAM PARK,NJ07932 		NONE   GENERAL OPERATING 5,000

AUTISM NEW JERSEY

500 HORIZON DRIVE SUITE 530
ROBBINSVILLE,NJ086911917 		NONE   GENERAL OPERATING 5,000

COMMUNITY FOUNDATION OF NEW JERSEY

PO BOX 338
MORRISTOWN,NJ07963 		NONE   GENERAL OPERATING 15,000

CRAIG SCHOOL

10 TOWER HILL RAOD
MOUNTAIN LAKES,NJ07046 		NONE   GENERAL OPERATING 7,500

ELIZABETH COALITION TO HOUSE THE HOME IN

118 DIVISION STREET
ELIZABETH,NJ07201 		NONE   GENERAL OPERATING 7,500

COMMUNITY FOOD BANK OF NEW JERSEY INC

31 EVANS TERMINAL
HILLSIDE,NJ07205 		NONE   GENERAL OPERATING 5,000

NEW JERSEY CENTER FOR NONPROFITS

3635 QUAKERBRIDGE ROAD SUITE 35
MERCERVILLE,NJ08619 		NONE   GENERAL OPERATING 5,000

CAROLYN DORFMAN DANCE CO

2780 MORRIS AVENUE SUITE 2-C
UNION,NJ07083 		NONE   GENERAL OPERATING 5,000

THE DISCOVERY ORCHESTRA INC

120 MORRIS AVE
SUMMIT,NJ079014184 		NONE   GENERAL OPERATING 7,500

MUSIC FOR ALL SEASONS INC

336 PARK AVENUE
SCOTCH PLAINS,NJ07076 		NONE   GENERAL OPERATING 5,000

SOUTH STREET THEATER CO INC

100 SOUTH ST
MORRISTOWN,NJ07960 		NONE   GENERAL OPERATING 5,000

THE OASIS HAVEN FOR WOMEN CHILDREN INC

59 MILL ST
PATERSON,NJ075011822 		NONE   GENERAL OPERATING 7,500

FRIENDS OF YOGI INC

8 YOGI BERRA DR
LITTLE FALLS,NJ07424 		NONE   GENERAL OPERATING 7,500

THE CENTER FOR GREAT EXPECTATIONS

19 DELLWOOD LN
SOMERSET,NJ088731551 		NONE   GENERAL OPERATING 5,000

PARTNERS FOR WOMEN AND JUSTICE INC

650 BLOOMFIELD AVENUE
BLOOMFIELD,NJ07003 		NONE   GENERAL OPERATING 7,500

NATIONAL COUNCIL OF JEWISH WOMEN

334 30TH ST
FAIR LAWN,NJ074103943 		NONE   GENERAL OPERATING 5,000

NEW JERSEY BALLET

7-9 VREELAND ROAD
FLORHAM PARK,NJ07932 		NONE   GENERAL OPERATING 5,000

MONTCLAIR FILM FESTIVAL INC

41 WATCHUNG PLAZA 345
MONTCLAIR,NJ07042 		NONE   GENERAL OPERATING 5,000

MUSIC IN THE SOMERSET HILLS

88 CLAREMONT ROAD
BERNARDSVILLE,NJ07924 		NONE   GENERAL OPERATING 5,000

PUBLIC MEDIA NJ INC

PO BOX 5776
ENGLEWOOD,NJ07631 		NONE   GENERAL OPERATING 5,000

BUTTERFLY DREAMZ INC

105 LOCK STREET
NEWARK,NJ07103 		NONE   GENERAL OPERATING 5,000

STUDENTPARTNER ALLIANCE

561 SPRINGFIELD AVE
SUMMIT,NJ079014404 		NONE   GENERAL OPERATING 7,500

LIGHT OPERA OF NEW JERSEY INC

PO BOX 402
BASKING RIDGE,NJ07920 		NONE   GENERAL OPERATING 2,000

FREEWORLD

3571 FAR WEST BLVD
AUSTIN,TX787313064 		NONE   GENERAL OPERATING 10,000

ST BENEDICT'S PREPARATORY SCHOOL INC

520 DR MARTIN LUTHER KING JR BOU
NEWARK,NJ071021314 		NONE   GENERAL OPERATING 7,500
Total ................................. 3a 189,500
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 ....     14 112,986  
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 72,150  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 2,919  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   188,055  
13Total. Add line 12, columns (b), (d), and (e)..................
13
188,055
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
GEORGE A OHL JR TRUST
EIN:
22-6024900
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,537     1,537

TY 2025 InvestmentsCorpBondsSchedule
Name:
GEORGE A OHL JR TRUST
EIN:
22-6024900
Name of Bond End of Year Book Value End of Year Fair Market Value
25389JAR7 DIGITAL REALTY TRUST 16,282 14,919
14040HBN4 CAPITAL ONE FINANCIA 16,570 14,955
9128284F4 US TREASURY NOTE    
46625HRV4 JPMORGAN CHASE & CO    
29444UBL9 EQUINIX INC 15,067 14,229
9128286A3 US TREASURY NOTE 10,135 9,991
9128285M8 US TREASURY NOTE 19,838 19,777
06051GGA1 BANK OF AMERICA CORP 15,568 14,861
961214DW0 WESTPAC BANKING CORP 4,786 4,960
9128283W8 US TREASURY NOTE 19,230 19,698
254687FL5 WALT DISNEY COMPANY/ 5,118 4,675
38148LAE6 GOLDMAN SACHS GROUP    
912828M56 US TREASURY NOTE    
166764BW9 CHEVRON CORP    
126650DM9 CVS HEALTH CORP 10,083 9,566
693475AZ8 PNC FINANCIAL SERVIC 10,764 9,411
20030NCT6 COMCAST CORP 11,899 10,054
61746BEF9 MORGAN STANLEY 11,422 9,974
548661DY0 LOWE'S COS INC 4,526 4,441
31428XCD6 FEDEX CORP 4,774 4,537
110122DP0 BRISTOL-MYERS SQUIBB 4,728 4,774
9128282R0 US TREASURY NOTE 22,877 24,514
907818FU7 UNION PACIFIC CORP 4,893 4,585
49326EEJ8 KEYCORP 4,892 4,720
120568BB5 BUNGE LTD FINANCE CO    
26441CBT1 DUKE ENERGY CORP 13,943 14,951
438516CK0 HONEYWELL INTERNATIO 15,113 15,451
91282CDY4 US TREASURY NOTE 1.8 4,383 4,459
91282CGQ8 US TREASURY NOTE 30,330 30,382
91282CHC8 US TREASURY NOTE 19,288 19,227
91282CJJ1 US TREASURY NOTE 15,047 15,488
036752AZ6 ELEVANCE HEALTH INC 10,141 10,334
13608JAA5 CANADIAN IMPERIAL BA 9,955 10,356
3133ERPG0 FED FARM CREDIT BK    
91282CFV8 US TREASURY NOTE 4.1 20,610 20,229
91282CJZ5 US TREASURY NOTE 29,060 29,906
91282CLF6 US TREASURY NOTE 15,106 14,769
94106LBW8 WASTE MANAGEMENT INC 5,029 5,129
120568BE9 BUNGE LTD FINANCE CO 4,964 5,003
166756BD7 CHEVRON USA INC 15,141 15,346
3130B4RF0 FED HOME LN BK 20,172 20,158
38141GZM9 VR GOLDMAN SACHS GRO 8,675 9,212
46647PDY9 VR JPMORGAN CHASE & 10,525 10,979
91282CMM0 US TREASURY NOTE 15,460 15,570
91282CMV0 US TREASURY NOTE 30,001 30,130
91282CPJ4 US TREASURY NOTE 4,945 4,928

TY 2025 InvestmentsCorpStockSchedule
Name:
GEORGE A OHL JR TRUST
EIN:
22-6024900
Name of Stock End of Year Book Value End of Year Fair Market Value
251542106 DEUTSCHE BOERSE AG A 2,501 4,390
826197501 SIEMENS AG - SPONSOR 1,720 4,478
742718109 PROCTER & GAMBLE CO 3,670 4,443
539830109 LOCKHEED MARTIN CORP 3,407 4,837
26441C204 DUKE ENERGY HOLDING 3,634 5,040
G5960L103 MEDTRONIC PLC 3,555 4,131
80105N105 SANOFI-ADR 3,098 3,344
89151E109 TOTALENERGIES SE -SP    
686330101 ORIX CORPORATION - A    
502441306 LVMH MOET HENNESSY U 7,278 9,953
25157Y202 DEUTSCHE POST AG ADR 4,270 5,852
594918104 MICROSOFT CORP 99,702 118,487
58933Y105 MERCK & CO INC NEW 4,531 6,000
G25839104 COCA-COLA EUROPACIFI    
032654105 ANALOG DEVICES INC 12,322 17,357
747525103 QUALCOMM INC 6,402 9,750
889110102 TOKYO ELECTRON LTD-U 3,292 5,444
20030N101 COMCAST CORP CLASS A    
87807B107 TC ENERGY CORP 4,033 6,106
969457100 WILLIAMS COS INC 1,440 4,809
054536107 AXA - ADR 1,459 3,311
478160104 JOHNSON & JOHNSON 7,684 10,141
904767704 UNILEVER PLC - ADR    
65339F101 NEXTERA ENERGY INC 3,844 6,342
38141G104 GOLDMAN SACHS GROUP 2,219 8,790
749685103 RPM INTERNATIONAL IN 2,350 3,640
609207105 MONDELEZ INTERNATION 5,585 4,683
86562M209 SUMITOMO TRUST AND B 2,323 6,939
459506101 INTERNATIONAL FLAVOR 5,546 4,178
641069406 NESTLE S.A. REGISTER 3,193 3,754
66987V109 NOVARTIS AG - ADR 4,318 8,272
548661107 LOWES COS INC 6,789 9,164
803054204 SAP SE ADR 2,514 6,073
251566105 DEUTSCHE TELEKOM AG 4,512 6,704
872540109 TJX COMPANIES INC 3,096 7,066
65558R109 NORDEA BANK ABP - SP 2,876 4,846
927320101 VINCI SA ADR 3,810 5,280
49271V100 KEURIG DR PEPPER INC 7,272 5,882
00287Y109 ABBVIE INC 5,093 8,454
046353108 ASTRAZENECA PLC ADR 6,815 9,837
009279100 AIRBUS SE - UNSP ADR 2,005 4,112
501044101 KROGER CO    
26875P101 EOG RESOURCES, INC 7,735 6,616
12572Q105 CME GROUP INC 6,208 8,739
713448108 PEPSICO INC 5,848 5,454
166764100 CHEVRON CORP 8,720 8,383
372460105 GENUINE PARTS CO    
718172109 PHILIP MORRIS INTERN 2,214 3,689
80687P106 SCHNEIDER ELECTRIC S    
92334N103 VEOLIA ENVIRONNEMENT 3,242 3,646
00724F101 ADOBE INC 24,489 18,199
016255101 ALIGN TECHNOLOGY INC    
02079K107 ALPHABET INC CL C 46,315 92,257
023135106 AMAZON COM INC COM 65,983 82,172
037833100 APPLE INC 59,585 96,510
040413205 ARISTA NETWORKS INC 15,157 24,634
06738E204 BARCLAYS PLC - ADR 5,817 11,122
09857L108 BOOKING HOLDINGS INC    
101137107 BOSTON SCIENTIFIC CO 12,470 17,354
11135F101 BROADCOM INC 25,261 66,105
127387108 CADENCE DESIGN SYSTE 15,482 16,879
13646K108 CANADIAN PACIFIC KAN 16,871 14,652
169656105 CHIPOTLE MEXICAN GRI 20,384 12,691
21036P108 CONSTELLATION BRANDS    
219948106 CORPAY INC 11,265 11,134
22160N109 COSTAR GROUP, INC    
235851102 DANAHER CORP 18,317 18,314
23804L103 DATADOG INC 18,610 19,447
252131107 DEXCOM INC 27,985 14,535
278865100 ECOLAB INC 12,219 14,176
30303M102 META PLATFORMS INC 48,564 60,728
34964C106 FORTUNE BRANDS INNOV    
433578507 HITACHI LIMITED - AD 2,901 4,898
45866F104 INTERCONTINENTAL EXC 8,530 10,365
46120E602 INTUITIVE SURGICAL I 16,871 23,221
502117203 L'OREAL - ADR 3,563 3,512
532457108 ELI LILLY & CO COM 20,551 29,016
580135101 MCDONALDS CORP 4,343 4,890
617446448 MORGAN STANLEY 7,956 15,445
64110L106 NETFLIX INC 8,037 12,189
64125C109 NEUROCRINE BIOSCIENC 12,643 13,332
67066G104 NVIDIA CORP 98,734 196,758
679295105 OKTA INC 18,252 16,862
697435105 PALO ALTO NETWORKS I 13,567 17,499
73278L105 POOL CORPORATION    
767204100 RIO TINTO PLC - ADR 3,773 4,802
78409V104 S&P GLOBAL INC 13,576 16,200
79466L302 SALESFORCE INC 28,898 27,551
81762P102 SERVICENOW INC 15,423 15,319
833034101 SNAP ON INC    
88339J105 TRADE DESK INC/THE 17,039 8,845
892356106 TRACTOR SUPPLY CO CO 10,488 10,402
893641100 TRANSDIGM GROUP INC 15,698 17,288
896239100 TRIMBLE INC    
90384S303 ULTA BEAUTY INC 12,498 16,940
91324P102 UNITEDHEALTH GROUP I 18,540 11,884
92532F100 VERTEX PHARMACEUTICA 13,064 14,961
92537N108 VERTIV HOLDINGS LLC 5,839 13,771
92826C839 VISA INC-CLASS A SHR 26,373 33,668
983793100 XPO INC 17,154 18,484
G1151C101 ACCENTURE PLC    
00206R102 AT & T INC 5,751 5,862
018820100 ALLIANZ SE - UNSP AD 3,768 5,244
060505104 BANK OF AMERICA CORP 6,555 6,710
191216100 COCA COLA CO 6,583 6,711
36828A101 GE VERNOVA INC 12,907 13,725
456837103 ING GROEP N.V. - ADR 6,846 7,028
68389X105 ORACLE CORPORATION 18,814 13,449
889094108 TOKIO MARINE HOLDING 3,814 3,476
90353T100 UBER TECHNOLOGIES IN 16,901 18,058
904767803 UNILEVER PLC ADR 6,675 7,441
907818108 UNION PACIFIC CORP 3,768 3,932
931142103 WALMART INC 11,464 13,035
G29183103 EATON CORP PLC 4,370 4,141
L8681T102 SPOTIFY TECHNOLOGY S 17,005 13,356
M7S64H106 MONDAY.COM LTD 13,507 10,477
N5505D105 MAGNUM ICE CREAM CO   10

TY 2025 InvestmentsOtherSchedule2
Name:
GEORGE A OHL JR TRUST
EIN:
22-6024900
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
00143W859 INV OPP DEVELOP MRKT      
46429B366 ISHARES CMBS ETF AT COST 28,590 25,767
78462F103 SPDR S & P 500 ETF T AT COST 457,580 1,134,033
464287465 ISHARES MSCI EAFE ET AT COST 118,082 205,312
693390700 PIMCO TOTAL RET FD-I AT COST 128,889 138,486
90274D382 ETRACS ALERIAN INFRA AT COST 47,676 44,836
464287234 ISHARES MSCI EMERGIN AT COST 135,608 147,717
464287499 ISHARES RUSSELL MID- AT COST 292,109 728,571
722005667 PIMCO COMMODITY REAL AT COST 130,000 139,512
72201R833 PIMCO ENHANCED SHORT AT COST 130,083 130,442
77956H435 T ROWE PR OVERSEAS S AT COST 130,017 187,469
41152J306 EMBARK SMALL CAP EQU AT COST 180,000 180,328
025072604 AVANTIS EMERGING MAR AT COST 149,950 164,284

TY 2025 OtherDecreasesSchedule
Name:
GEORGE A OHL JR TRUST
EIN:
22-6024900
Description Amount
CY PURCHASE OF ACCRUED INTEREST 2
ROC ON CY SALES 2
PY RETURN OF CAPITAL ADJUSTMENT 1,874
XXX-XX-XXXX BASIS ADJ 497


TY 2025 OtherExpensesSchedule
Name:
GEORGE A OHL JR TRUST
EIN:
22-6024900
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ADMINISTRATIVE EXPENSE 4,823 0   4,823
INVESTMENT EXPENSES - ADR FEES 161 161   0
OTHER EXPENSE (NON-DEDUCTIBLE 5 5   0


TY 2025 OtherIncomeSchedule2
Name:
GEORGE A OHL JR TRUST
EIN:
22-6024900
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 2,919 2,919  


TY 2025 OtherIncreasesSchedule
Name:
GEORGE A OHL JR TRUST
EIN:
22-6024900
Description Amount
MUTUAL FUND TIMING ADJ 209
PY PURCHASE OF ACCRUED INTEREST 145
TAX LOT BASIS ADJUSTMENT 317
ROUNDING 24


TY 2025 OtherProfessionalFeesSchedule
Name:
GEORGE A OHL JR TRUST
EIN:
22-6024900
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 3,224 3,224    


TY 2025 TaxesSchedule
Name:
GEORGE A OHL JR TRUST
EIN:
22-6024900
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,893 1,893   0
FEDERAL TAX PAYMENT - PRIOR YE 2,700 0   0
FEDERAL ESTIMATES - PRINCIPAL 5,428 0   0
FOREIGN TAXES ON NONQUALIFIED 476 476   0