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
WILLIAM G AND HELEN C HOFFMAN FDN
 
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

23-7981677
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)$9,269,801J 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... 190,058 190,058  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 377,505
b Gross sales price for all assets on line 6a 1,522,002
7 Capital gain net income (from Part IV, line 2)... 377,505
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
1,306    
12 Total. Add lines 1 through 11........ 568,869 567,563  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 38,999 29,249   9,750
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
1,341 0 0 1,341
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
57,888 57,888   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
659 659   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
187 187    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 99,074 87,983 0 11,091
25 Contributions, gifts, grants paid....... 340,000 340,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 439,074 87,983 0 351,091
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 129,795
b Net investment income (if negative, enter -0-) 479,580
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......... 535,110 581,858 581,858
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)....... 1,201,525 Click to see attachment
List of Attached Documents:
// Content
1,381,854 		6,616,641
c Investments—corporate bonds (attach schedule)....... 1,625,441 Click to see attachment
List of Attached Documents:
// Content
1,396,536 		1,353,170
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 579,136 Click to see attachment
List of Attached Documents:
// Content
711,095 		718,132
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) 3,941,212 4,071,343 9,269,801
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........ 3,941,212 4,071,343
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)..... 3,941,212 4,071,343
30 Total liabilities and net assets/fund balances (see instructions). 3,941,212 4,071,343
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
3,941,212
2
Enter amount from Part I, line 27a .....................
2
129,795
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
837
4
Add lines 1, 2, and 3 ..........................
4
4,071,844
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
501
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,071,343
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 1118.88 GOVT NATL MTG ASSN 3.000% 8/16/45   2023-05-12 2025-01-16
b 372.09 VR GOVT NATL MTG 3.500% 11/16/47   2023-04-28 2025-01-16
c 170.78 GOVT NATL MTG ASSN 1.500% 10/16/57   2022-04-22 2025-01-16
d 131.93 VR GNMA II PL787607 4.515% 9/20/74   2024-09-20 2025-01-20
e 1122.39 GOVT NATL MTG ASSN 3.000% 8/16/45   2023-05-12 2025-02-16
4189.79 VR GOVT NATL MTG 3.500% 11/16/47   2023-04-28 2025-02-16
171.16 GOVT NATL MTG ASSN 1.500% 10/16/57   2022-04-22 2025-02-16
234.32 VR GNMA II PL787607 4.515% 9/20/74   2024-09-20 2025-02-20
30000. VR AXIS SPECIALTY FI 4.900% 1/15/40   2024-02-28 2025-03-06
35000. VR CITIGROUP INC 4.000% 3/10/69   2024-10-08 2025-03-06
30000. VR CITIZENS FINANCIA 4.000% 10/06/72   2024-02-28 2025-03-06
35000. VR FIFTH THIRD BANCO 4.500% 9/30/69   2024-10-08 2025-03-06
35000. VR JPMORGAN CHASE & 3.650% 9/01/73   2024-10-10 2025-03-06
100000. VR BNSF FUNDING TR 6.613% 12/15/55   2017-09-19 2025-03-13
1125.91 GOVT NATL MTG ASSN 3.000% 8/16/45   2023-05-12 2025-03-16
367.67 VR GOVT NATL MTG 3.500% 11/16/47   2023-04-28 2025-03-16
171.54 GOVT NATL MTG ASSN 1.500% 10/16/57   2022-04-22 2025-03-16
100000. DEVON ENERGY CORPORA 7.950% 4/15/32   2022-04-25 2025-03-17
56000. LOWE'S COMPANIES INC 6.650% 9/15/37   2022-03-21 2025-03-17
87248.3764 UNION PACIFIC RR CO 3.227% 5/14/26   2022-04-28 2025-03-17
114.07 VR GNMA II PL787607 4.515% 9/20/74   2024-09-20 2025-03-20
25000. TEXAS ST TRANSN COMM 5.028% 4/01/26   2022-05-10 2025-04-01
1129.44 GOVT NATL MTG ASSN 3.000% 8/16/45   2023-05-12 2025-04-16
16840.7 VR GOVT NATL MTG 3.500% 11/16/47   2023-04-28 2025-04-16
171.92 GOVT NATL MTG ASSN 1.500% 10/16/57   2022-04-22 2025-04-16
152.49 VR GNMA II PL787607 4.515% 9/20/74   2024-09-20 2025-04-20
1239.1 FHLMC POOL #SD8368 6.000% 9/01/53   2025-03-28 2025-04-25
1132.98 GOVT NATL MTG ASSN 3.000% 8/16/45   2023-05-12 2025-05-16
322.07 VR GOVT NATL MTG 3.500% 11/16/47   2023-04-28 2025-05-16
621.92 GOVT NATL MTG ASSN 1.500% 10/16/57   2022-04-22 2025-05-16
81.36 VR GNMA II PL787607 4.515% 9/20/74   2024-09-20 2025-05-20
1461.59 FHLMC POOL #SD8368 6.000% 9/01/53   2025-03-28 2025-05-25
372. UNITEDHEALTH GROUP INC   2019-01-25 2025-05-27
1136.53 GOVT NATL MTG ASSN 3.000% 8/16/45   2023-05-12 2025-06-16
323.13 VR GOVT NATL MTG 3.500% 11/16/47   2023-04-28 2025-06-16
3084.33 GOVT NATL MTG ASSN 1.500% 10/16/57   2022-04-22 2025-06-16
122.74 VR GNMA II PL787607 4.515% 9/20/74   2024-09-20 2025-06-20
1361.27 FHLMC POOL #SD8368 6.000% 9/01/53   2025-03-28 2025-06-25
10000. US TREASURY BOND 4.750% 11/15/43   2024-02-23 2025-07-02
10000. US TREASURY BOND 4.250% 2/15/54   2024-08-27 2025-07-02
2000. US TREASURY NOTE 4.000% 10/31/29   2024-08-27 2025-07-02
20000. US TREASURY NOTE 4.500% 11/15/33   2024-02-23 2025-07-02
2000. US TREASURY NOTE 4.375% 11/30/28   2024-08-27 2025-07-02
1140.09 GOVT NATL MTG ASSN 3.000% 8/16/45   2023-05-12 2025-07-16
324.19 VR GOVT NATL MTG 3.500% 11/16/47   2023-04-28 2025-07-16
406.64 GOVT NATL MTG ASSN 1.500% 10/16/57   2022-04-22 2025-07-16
41.8 VR GNMA II PLDH9865 4.288% 2/20/75   2025-04-01 2025-07-20
128.72 VR GNMA II PL787607 4.515% 9/20/74   2024-09-20 2025-07-20
1070.32 FHLMC POOL #SD8368 6.000% 9/01/53   2025-03-28 2025-07-25
1143.66 GOVT NATL MTG ASSN 3.000% 8/16/45   2023-05-12 2025-08-16
325.26 VR GOVT NATL MTG 3.500% 11/16/47   2023-04-28 2025-08-16
165.8 GOVT NATL MTG ASSN 1.500% 10/16/57   2022-04-22 2025-08-16
289.41 VR GNMA II PLDH9865 4.288% 2/20/75   2025-04-01 2025-08-20
252.76 VR GNMA II PL787607 4.515% 9/20/74   2024-09-20 2025-08-20
1365.1 FHLMC POOL #SD8368 6.000% 9/01/53   2025-03-28 2025-08-25
1147.24 GOVT NATL MTG ASSN 3.000% 8/16/45   2023-05-12 2025-09-16
326.33 VR GOVT NATL MTG 3.500% 11/16/47   2023-04-28 2025-09-16
166.17 GOVT NATL MTG ASSN 1.500% 10/16/57   2022-04-22 2025-09-16
1519.78 VR GNMA II PLDH9865 4.288% 2/20/75   2025-04-01 2025-09-20
63.04 VR GNMA II PL787607 4.515% 9/20/74   2024-09-20 2025-09-20
1279.71 FHLMC POOL #SD8368 6.000% 9/01/53   2025-03-28 2025-09-25
1150.85 GOVT NATL MTG ASSN 3.000% 8/16/45   2023-05-12 2025-10-16
327.41 VR GOVT NATL MTG 3.500% 11/16/47   2023-04-28 2025-10-16
591.95 GOVT NATL MTG ASSN 1.500% 10/16/57   2022-04-22 2025-10-16
39.37 VR GNMA II PL787607 4.515% 9/20/74   2024-09-20 2025-10-20
2338.55 FHLMC POOL #SD8368 6.000% 9/01/53   2025-03-28 2025-10-25
1000. US TREASURY BOND 5.000% 5/15/37   2024-02-23 2025-10-28
4000. US TREASURY NOTE 4.000% 10/31/29   2024-08-27 2025-10-28
6000. US TREASURY NOTE 4.000% 10/31/29   2024-02-23 2025-10-28
11000. US TREASURY NOTE 4.375% 11/30/28   2024-08-27 2025-10-28
9000. US TREASURY NOTE 4.000% 1/31/31   2024-02-23 2025-10-28
10000. US TREASURY NOTE 4.625% 5/31/31   2024-08-27 2025-10-28
300. ALPHABET INC CL C   2006-09-15 2025-11-11
300. ALPHABET INC CL A   2006-09-15 2025-11-11
500. AMAZON COM INC COM   2009-09-21 2025-11-11
200. BERKSHIRE HATHAWAY INC.   2007-09-19 2025-11-11
200. ORACLE CORPORATION   2023-09-13 2025-11-11
1154.45 GOVT NATL MTG ASSN 3.000% 8/16/45   2023-05-12 2025-11-16
328.48 VR GOVT NATL MTG 3.500% 11/16/47   2023-04-28 2025-11-16
164.05 GOVT NATL MTG ASSN 1.500% 10/16/57   2022-04-22 2025-11-16
3042.76 VR GNMA II PLDH9865 4.288% 2/20/75   2025-04-01 2025-11-20
164.84 VR GNMA II PL787607 4.515% 9/20/74   2024-09-20 2025-11-20
18000. BOEING CO 5.150% 5/01/30   2025-03-17 2025-11-24
18000. GENERAL MOTORS CO 5.000% 10/01/28   2025-03-17 2025-11-24
100000. MORGAN STANLEY 5.000% 11/24/25   2014-04-22 2025-11-24
18000. MOSAIC CO 5.375% 11/15/28   2025-03-17 2025-11-24
20000. RTX CORP 5.150% 2/27/33   2025-03-18 2025-11-24
18000. TRAVELERS COS INC 5.450% 5/25/53   2025-03-17 2025-11-24
4439.41 FHLMC POOL #SD8368 6.000% 9/01/53   2025-03-28 2025-11-25
30000. VR BANK OF AMERICA 6.125% 7/27/71   2024-02-28 2025-12-16
5000. VR CITIGROUP INC 6.950% 5/15/73   2025-03-06 2025-12-16
5000. VR GOLDMAN SACHS 7.45889% 8/10/73   2025-03-06 2025-12-16
1158.07 GOVT NATL MTG ASSN 3.000% 8/16/45   2023-05-12 2025-12-16
9074.57 VR GOVT NATL MTG 3.500% 11/16/47   2023-04-28 2025-12-16
164.41 GOVT NATL MTG ASSN 1.500% 10/16/57   2022-04-22 2025-12-16
5000. VR JPMORGAN CHASE 6.500% 4/01/73   2025-03-06 2025-12-16
5000. VR PNC FINANCIAL SER 6.250% 6/15/73   2025-03-06 2025-12-16
5000. VR WELLS FARGO & 6.85008% 9/15/73   2025-03-06 2025-12-16
2427.54 VR GNMA II PLDH9865 4.288% 2/20/75   2025-04-01 2025-12-20
68.97 VR GNMA II PL787607 4.515% 9/20/74   2024-09-20 2025-12-20
3208.72 FHLMC POOL #SD8368 6.000% 9/01/53   2025-03-28 2025-12-25
3056.63 FHLMC POOL #SD8368 6.000% 9/01/53   2025-03-28 2025-12-31
(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 1,119   1,088 31
b 372   357 15
c 171   155 16
d 132   134 -2
e 1,122   1,091 31
4,190   4,025 165
171   156 15
234   238 -4
28,316   26,647 1,669
34,842   34,357 485
28,961   26,267 2,694
34,984   34,759 225
34,251   34,095 156
100,350   115,625 -15,275
1,126   1,094 32
368   353 15
172   156 16
114,068   124,089 -10,021
62,208   69,289 -7,081
85,713   85,940 -227
114   116 -2
25,000   25,960 -960
1,129   1,098 31
16,841   16,178 663
172   156 16
152   155 -3
1,239   1,260 -21
1,133   1,101 32
322   309 13
622   565 57
81   83 -2
1,462   1,487 -25
110,561   100,085 10,476
1,137   1,105 32
323   310 13
3,084   2,804 280
123   125 -2
1,361   1,385 -24
9,918   10,272 -354
9,048   10,135 -1,087
2,014   2,026 -12
20,454   20,362 92
2,038   2,051 -13
1,140   1,108 32
324   311 13
407   370 37
42   42  
129   131 -2
1,070   1,089 -19
1,144   1,112 32
325   312 13
166   151 15
289   289  
253   256 -3
1,365   1,389 -24
1,147   1,115 32
326   313 13
166   151 15
1,520   1,517 3
63   64 -1
1,280   1,302 -22
1,151   1,119 32
327   315 12
592   538 54
39   40 -1
2,339   2,379 -40
1,088   1,080 8
4,063   4,052 11
6,095   5,912 183
11,272   11,280 -8
9,150   8,847 303
10,474   10,505 -31
86,882   3,044 83,838
86,735   3,062 83,673
124,059   2,248 121,811
99,421   15,910 83,511
46,862   22,420 24,442
1,154   1,122 32
328   316 12
164   149 15
3,043   3,040 3
165   167 -2
18,508   17,939 569
18,326   17,955 371
100,000   103,811 -3,811
18,572   18,342 230
20,779   20,062 717
17,929   17,840 89
4,439   4,516 -77
30,528   30,246 282
5,117   5,212 -95
5,297   5,367 -70
1,158   1,126 32
9,075   8,717 358
164   149 15
5,230   5,311 -81
5,143   5,477 -334
5,217   5,675 -458
2,428   2,426 2
69   70 -1
3,209   3,264 -55
3,057   3,109 -52
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       31
b       15
c       16
d       -2
e       31
      165
      15
      -4
      1,669
      485
      2,694
      225
      156
      -15,275
      32
      15
      16
      -10,021
      -7,081
      -227
      -2
      -960
      31
      663
      16
      -3
      -21
      32
      13
      57
      -2
      -25
      10,476
      32
      13
      280
      -2
      -24
      -354
      -1,087
      -12
      92
      -13
      32
      13
      37
       
      -2
      -19
      32
      13
      15
       
      -3
      -24
      32
      13
      15
      3
      -1
      -22
      32
      12
      54
      -1
      -40
      8
      11
      183
      -8
      303
      -31
      83,838
      83,673
      121,811
      83,511
      24,442
      32
      12
      15
      3
      -2
      569
      371
      -3,811
      230
      717
      89
      -77
      282
      -95
      -70
      32
      358
      15
      -81
      -334
      -458
      2
      -1
      -55
      -52
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 2 377,505
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 6,666
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 6,666
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 6,666
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,948
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,948
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 4,718
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)
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
WELLS FARGO BANK N A TRUSTEE
1 		38,999    
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
8,213,276
b
Average of monthly cash balances.......................
1b
427,106
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
8,640,382
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
8,640,382
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
129,606
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,510,776
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
425,539
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
425,539
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
6,666
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,666
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
418,873
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
418,873
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
418,873
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
351,091
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
351,091
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 7 418,873
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 338,716
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: $ 351,091
a Applied to 2024, but not more than line 2a 338,716
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..... 12,375
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 .......... 		406,498
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 e-mail address of the person to whom applications should be addressed:
WELLS FARGO PHILANTHROPIC SERVICES
100 N MAIN ST FL 5D4001-052
WINSTON SALEM,NC27101
(888) 730-4933
grantadministration@wellsfargo.com
bThe form in which applications should be submitted and information and materials they should include:
APPLY ONLINE AT WWW.WELLSFARGO.COM/PRIVATEFOUNDATIONGRANTS/ HOFFMAN
cAny submission deadlines:
JANUARY 15 AND AUGUST 22
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NO GEOGRAPHIC OR PROGRAM LIMITATIONS. HOWEVER, THE FDN PRIMARILY SUPPORTS ORGANIZATIONS IN NEW JERSEY OR NEW YORK THAT SUPPORT HELP FOR THE BLIND OR MEDICAL RESEARCH FOR THE BLIND
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

HELEN KELLER SERVICES

180 LIVINGSTON STREET
BROOKLYN,NY11201 		NONE   GENERAL OPERATING 15,000

GUIDE DOG FOUNDATION FOR THE BLIND INC

371 E JERICHO TURNPIKE
SMITHTOWN,NY11787 		NONE   GENERAL OPERATING 15,000

KINGS BAY Y

3495 NOSTRAND AVE
BROOKLYN,NY11229 		NONE   GENERAL OPERATING 15,000

THE METROPOLITAN MUSEUM OF ART

1000 FIFTH AVENUE
NEW YORK,NY10028 		NONE   GENERAL OPERATING 25,000

VISIONS SERVICES BLIND AND VISUAL IMPAIR

500 GREENWICH STREET
NEW YORK,NY10013 		NONE   GENERAL OPERATING 16,000

SUNY COLLEGE OF OPTOMETRY FOUNDATION

33 W 42ND ST
NEW YORK,NY100368005 		NONE   GENERAL OPERATING 17,500

GUIDING EYES FOR THE BLIND INC

611 GRANITE SPRINGS ROAD
YORKTOWN HEIGHTS,NY10598 		NONE   GENERAL OPERATING 30,000

RESEARCH TO PREVENT BLINDNESS

360 LEXINGTON AVENUE 22ND FLOOR
NEW YORK,NY10017 		NONE   GENERAL OPERATING 15,000

VIA VISUALLY IMPAIRED ADVANCEMENT

1170 MAIN STREET
BUFFALO,NY14209 		NONE   GENERAL OPERATING 15,000

EVERSIGHT

77 BRANT AVE STE 100
CLARK,NJ070661540 		NONE   GENERAL OPERATING 30,000

JEWISH FAMILY SERVICE AGENCY OF CTR JER

655 WESTFIELD AVENUE
ELIZABETH,NJ072081325 		NONE   GENERAL OPERATING 25,000

THE SEEING EYE INC

POST OFFICE BOX 375
MORRISTOWN,NJ07963 		NONE   GENERAL OPERATING 20,000

P G CHAMBERS SCHOOL INC

15 HALKO DRIVE
CEDAR KNOLLS,NJ07927 		NONE   GENERAL OPERATING 6,500

VISION LOSS ALLIANCE OF NJ

201 LITTLETON ROAD
MORRIS PLAINS,NJ07950 		NONE   GENERAL OPERATING 30,000

ST JOSEPHS SCHOOL FOR THE BLIND

761 SUMMIT AVENUE
JERSEY CITY,NJ07307 		NONE   GENERAL OPERATING 25,000

HADLEY INSTITUTE FOR THE BLIND AND VISUA

700 ELM ST
WINNETKA,IL600932506 		NONE   GENERAL OPERATING 10,000

SAFE TODDLES

1491 ROUTE 52 STE 44
FISHKILL,NY125241634 		NONE   GENERAL OPERATING 30,000
Total ................................. 3a 340,000
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 ....     14 190,058  
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 ............ 		    18 377,505  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 1,306  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   568,869  
13Total. Add line 12, columns (b), (d), and (e)..................
13
568,869
(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:
WILLIAM G AND HELEN C HOFFMAN FDN
EIN:
23-7981677
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,341     1,341

TY 2025 InvestmentsCorpBondsSchedule
Name:
WILLIAM G AND HELEN C HOFFMAN FDN
EIN:
23-7981677
Name of Bond End of Year Book Value End of Year Fair Market Value
6174467X1 MORGAN STANLEY 5.000    
05567SAA0 VR BNSF FUNDING TR 6    
037833CR9 APPLE INC 57,493 59,671
845743BL6 SOUTHWESTERN PUBLIC 123,694 104,835
283062DW4 EL DORADO CA IRR DIS 109,430 92,637
251799AA0 DEVON ENERGY CORPORA    
84755TAC1 SPECTRA ENERGY CAPIT 121,000 113,297
548661CP0 LOWE'S COMPANIES INC    
88283LHT6 TEXAS ST TRANSN COMM 31,152 30,047
907825AA1 UNION PACIFIC RR CO    
485428ZY5 KANSAS ST DEV FIN AU 63,571 63,242
05463HAC5 VR AXIS SPECIALTY FI    
06055HAB9 VR BANK OF AMERICA    
172967MU2 VR CITIGROUP INC    
174610BD6 VR CITIZENS FINANCIA    
316773DB3 VR FIFTH THIRD BANCO    
48128BAN1 VR JPMORGAN CHASE &    
912810PU6 US TREASURY BOND 5.0 22,642 22,475
912810TW8 US TREASURY BOND 51,483 50,006
912810TX6 US TREASURY BOND 54,170 49,723
91282CFM8 US TREASURY NOTE 4.1 49,782 50,535
91282CFT3 US TREASURY NOTE 50,249 51,668
91282CHM6 US TREASURY NOTE 50,263 50,257
91282CJJ1 US TREASURY NOTE    
91282CJN2 US TREASURY NOTE 51,272 51,135
91282CJX0 US TREASURY NOTE 30,473 31,357
91282CKU4 US TREASURY NOTE 31,516 31,226
00287YCB3 ABBVIE INC 17,569 17,295
013817AK7 HOWMET AEROSPACE INC 27,231 27,029
031162DS6 AMGEN INC 25,390 25,139
04273WAE1 ARROW ELECTRONICS IN 25,358 26,079
06055HAK9 VR BANK OF AMERICA 25,324 25,393
17327CAV5 VR CITIGROUP INC 6.9 25,248 25,775
25179MBG7 DEVON ENERGY CORPORA 19,258 19,912
25746UDV8 VR DOMINION ENERGY 25,780 25,762
277432AY6 EASTMAN CHEMICAL CO 25,677 25,792
33938XAF2 FLEX LTD 24,883 25,483
36267VAK9 GE HEALTHCARE TECH 26,904 26,930
38141GC28 VR GOLDMAN SACHS 7.4 25,524 25,998
460690BQ2 INTERPUBLIC GROUP CO 18,731 16,881
48128AAJ2 VR JPMORGAN CHASE 6. 25,581 25,978
666807BT8 NORTHROP GRUMMAN COR 25,031 24,841
693475BP9 VR PNC FINANCIAL SER 25,169 25,810
876030AK3 TAPESTRY INC 25,079 25,665
907818GH5 UNION PACIFIC CORP 18,150 17,942
912810FT0 US TREASURY BOND 4.5 22,465 22,706
91913YBF6 VALERO ENERGY CORP 18,046 18,524
95002YAC7 VR WELLS FARGO & 6.8 25,948 26,125

TY 2025 InvestmentsCorpStockSchedule
Name:
WILLIAM G AND HELEN C HOFFMAN FDN
EIN:
23-7981677
Name of Stock End of Year Book Value End of Year Fair Market Value
023135106 AMAZON COM INC COM 8,990 461,640
713448108 PEPSICO INC 41,020 115,821
718172109 PHILIP MORRIS INTERN 45,583 221,833
30231G102 EXXON MOBIL CORPORAT 65,862 163,061
084670702 BERKSHIRE HATHAWAY I 51,706 326,723
12572Q105 CME GROUP INC 14,055 73,459
38141G104 GOLDMAN SACHS GROUP 53,793 407,856
46625H100 JPMORGAN CHASE & CO 52,875 539,396
478160104 JOHNSON & JOHNSON 34,128 137,829
302130109 EXPEDITORS INTL WASH 34,066 268,218
037833100 APPLE INC 7,403 593,742
57636Q104 MASTERCARD INC 13,985 566,313
166764100 CHEVRON CORP 104,174 134,273
02079K107 ALPHABET INC CL C 13,779 426,140
02079K305 ALPHABET INC CL A 14,045 430,688
594918104 MICROSOFT CORP 99,971 451,217
907818108 UNION PACIFIC CORP 99,637 142,956
91324P102 UNITEDHEALTH GROUP I    
92826C839 VISA INC-CLASS A SHR 201,713 480,473
68389X105 ORACLE CORPORATION 84,411 146,767
09290D101 BLACKROCK INC 13,561 70,642
532457108 ELI LILLY & CO COM 164,099 246,102
75886F107 REGENERON PHARMACEUT 162,998 211,492

TY 2025 InvestmentsOtherSchedule2
Name:
WILLIAM G AND HELEN C HOFFMAN FDN
EIN:
23-7981677
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
38381DBF6 GOVT NATL MTG ASSN AT COST 70,468 62,249
411511306 HARBOR INTERNATION F AT COST 355,430 369,934
38378XC41 GOVT NATL MTG ASSN AT COST 50,461 51,134
38378XKN0 VR GOVT NATL MTG 3.5 AT COST 27,241 27,909
3622ADKU1 VR GNMA II PL787607 AT COST 23,363 22,650
3132DWJM6 FHLMC POOL #SD8368 AT COST 91,306 92,364
3618KJ6A5 VR GNMA II PLDH9865 AT COST 92,826 91,892

TY 2025 OtherDecreasesSchedule
Name:
WILLIAM G AND HELEN C HOFFMAN FDN
EIN:
23-7981677
Description Amount
MUTUAL FUND TIMING ADJ 449
COST BASIS ADJ 52


TY 2025 OtherExpensesSchedule
Name:
WILLIAM G AND HELEN C HOFFMAN FDN
EIN:
23-7981677
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 187 187   0


TY 2025 OtherIncomeSchedule2
Name:
WILLIAM G AND HELEN C HOFFMAN FDN
EIN:
23-7981677
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 1,306 0  


TY 2025 OtherIncreasesSchedule
Name:
WILLIAM G AND HELEN C HOFFMAN FDN
EIN:
23-7981677
Description Amount
PY PURCHASE OF ACCRUED INTEREST 784
CY PENDING SALES 53


TY 2025 OtherProfessionalFeesSchedule
Name:
WILLIAM G AND HELEN C HOFFMAN FDN
EIN:
23-7981677
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 57,888 57,888    


TY 2025 TaxesSchedule
Name:
WILLIAM G AND HELEN C HOFFMAN FDN
EIN:
23-7981677
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 423 423   0
FOREIGN TAXES ON NONQUALIFIED 236 236   0