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
BARR NANCY E CHARITABLE TUA-MAIN
 
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

83-2787798
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)$9,409,042J 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... 180,047 159,075  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 756,969
b Gross sales price for all assets on line 6a 5,605,214
7 Capital gain net income (from Part IV, line 2)... 756,969
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 937,016 916,044  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 112,748 101,473   11,275
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
1,786 0 0 1,786
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
5,625 5,625   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
15,553 2,807   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 135,712 109,905 0 13,061
25 Contributions, gifts, grants paid....... 327,140 327,140
26 Total expenses and disbursements. Add lines 24 and 25 ................ 462,852 109,905 0 340,201
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 474,164
b Net investment income (if negative, enter -0-) 806,139
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......... 123,300 742,394 742,394
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)....... 1,936,529 Click to see attachment
List of Attached Documents:
// Content
2,435,461 		4,308,434
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,380,980 Click to see attachment
List of Attached Documents:
// Content
3,732,361 		4,358,214
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) 6,440,809 6,910,216 9,409,042
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........ 6,440,809 6,910,216
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)..... 6,440,809 6,910,216
30 Total liabilities and net assets/fund balances (see instructions). 6,440,809 6,910,216
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
6,440,809
2
Enter amount from Part I, line 27a .....................
2
474,164
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
1,011
4
Add lines 1, 2, and 3 ..........................
4
6,915,984
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
5,768
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
6,910,216
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 8. BOOKING HOLDINGS INC     2025-03-03
b 35. CORPAY INC     2025-03-03
c 441. FORTUNE BRANDS INNOVATIONS INC     2025-03-03
d 60. MORGAN STANLEY   2022-08-10 2025-03-03
e 78. ACCENTURE PLC     2025-03-03
682. FIRST TRUST GLOBAL TACTICAL   2022-09-21 2025-03-20
1628. GOLDMAN SACHS ACTIVEBETA INT ETF   2022-03-23 2025-03-20
372. INVESCO OPTIMUM YIELD DIVERSIF ETF   2022-08-10 2025-03-20
473. ISHARES CORE U.S. AGGREGATE ETF   2024-11-08 2025-03-20
3126. ISHARES CORE U.S. AGGREGATE ETF   2023-10-04 2025-03-20
684. ISHARES CORE MSCI EAFE ETF   2024-11-08 2025-03-20
417. ISHARES CORE MSCI EAFE ETF   2024-02-08 2025-03-20
109. ISHARES CORE MSCI EMERGING ETF   2024-11-08 2025-03-20
414. ISHARES CORE MSCI EMERGING ETF     2025-03-20
267. ISHARES BROAD USD HIGH YIELD ETF   2024-11-08 2025-03-20
6000. INVESCO OPTIMUM YIELD DIVERSIF ETF   2022-08-10 2025-05-20
6000. ISHARES CORE MSCI EMERGING ETF     2025-05-20
124. ALIGN TECHNOLOGY INC   2024-12-19 2025-05-29
67. ALIGN TECHNOLOGY INC   2022-06-16 2025-05-29
185. ANALOG DEVICES INC     2025-05-29
101. ARISTA NETWORKS INC     2025-05-29
622. ARISTA NETWORKS INC   2022-06-16 2025-05-29
87. BOSTON SCIENTIFIC CORP COM   2024-09-05 2025-05-29
607. BOSTON SCIENTIFIC CORP COM     2025-05-29
117. CADENCE DESIGN SYSTEMS INC     2025-05-29
80. CADENCE DESIGN SYSTEMS INC     2025-05-29
284. CANADIAN PACIFIC KANSAS CITY L     2025-05-29
400. CANADIAN PACIFIC KANSAS CITY L     2025-05-29
912. CHIPOTLE MEXICAN GRILL INC     2025-05-29
23. CONSTELLATION BRANDS INC   2024-07-23 2025-05-29
130. CONSTELLATION BRANDS INC     2025-05-29
108. CORPAY INC     2025-05-29
148. COSTAR GROUP, INC     2025-05-29
330. COSTAR GROUP, INC     2025-05-29
166. DANAHER CORP     2025-05-29
182. DATADOG INC     2025-05-29
243. DATADOG INC   2024-03-26 2025-05-29
25. DEXCOM INC   2025-03-20 2025-05-29
540. DEXCOM INC     2025-05-29
50. ECOLAB INC     2025-05-29
100. ECOLAB INC   2022-08-10 2025-05-29
53. META PLATFORMS INC     2025-05-29
259. INTERCONTINENTAL EXCHANGE INC     2025-05-29
15. INTUITIVE SURGICAL INC   2025-03-20 2025-05-29
60. INTUITIVE SURGICAL INC     2025-05-29
225. MORGAN STANLEY     2025-05-29
408. NVIDIA CORP   2025-03-03 2025-05-29
243. OKTA INC     2025-05-29
305. OKTA INC     2025-05-29
38. PALO ALTO NETWORKS INC   2025-03-20 2025-05-29
203. PALO ALTO NETWORKS INC     2025-05-29
79. S&P GLOBAL INC     2025-05-29
8. SERVICENOW INC   2025-03-20 2025-05-29
34. SERVICENOW INC   2022-06-16 2025-05-29
13. TRANSDIGM GROUP INC     2025-05-29
29. TRANSDIGM GROUP INC     2025-05-29
63. TRIMBLE NAV LTD   2025-03-20 2025-05-29
432. TRIMBLE NAV LTD     2025-05-29
7. ULTA BEAUTY INC   2025-03-20 2025-05-29
85. ULTA BEAUTY INC     2025-05-29
117. UNITEDHEALTH GROUP INC     2025-05-29
16. VERTEX PHARMACEUTICALS INC COM     2025-05-29
83. VERTEX PHARMACEUTICALS INC COM     2025-05-29
414. VERTIV HOLDINGS LLC     2025-05-29
36. VISA INC-CLASS A SHRS   2025-03-20 2025-05-29
61. VISA INC-CLASS A SHRS     2025-05-29
108. XPO INC     2025-05-29
259. XPO INC     2025-05-29
1244. INVESCO OPTIMUM YIELD DIVERSIF ETF   2024-09-05 2025-06-12
10663. INVESCO OPTIMUM YIELD DIVERSIF ETF     2025-06-12
5495. ISHARES CORE MSCI EMERGING ETF   2022-09-21 2025-06-12
1940. VANGUARD RUSSELL 2000     2025-06-12
201. NEUROCRINE BIOSCIENCES INC COM   2024-03-26 2025-06-16
51. POOL CORPORATION     2025-06-16
33. SALESFORCE INC     2025-06-16
13. TRADE DESK INC/THE   2024-07-23 2025-06-16
138. TRADE DESK INC/THE   2023-05-01 2025-06-16
6. ALIGN TECHNOLOGY INC   2022-06-16 2025-07-28
10. ELEVANCE HEALTH INC   2025-06-16 2025-07-28
27. CHEVRON CORP   2025-06-16 2025-07-28
31. CLOROX CO   2025-06-16 2025-07-28
13. CONSTELLATION ENERGY CORP   2025-06-16 2025-07-28
17. HONEYWELL INTERNATIONAL INC   2025-06-16 2025-07-28
37. IRON MOUNTAIN INC   2025-06-16 2025-07-28
351. MERCK & CO INC NEW   2025-05-29 2025-07-28
50. MORGAN STANLEY   2023-10-04 2025-07-28
100. NIKE INC CL B   2025-05-29 2025-07-28
70. PROCTER & GAMBLE CO   2025-05-29 2025-07-28
9. UNITEDHEALTH GROUP INC   2024-07-02 2025-07-28
.675 CHEVRON CORP   2025-06-16 2025-07-31
46. ADOBE SYS INC   2024-12-19 2025-08-22
100. AMAZON COM INC COM     2025-08-22
1. AUTOZONE INC   2025-05-29 2025-08-22
1140. FIRST TRUST GLOBAL TACTICAL   2025-06-12 2025-08-22
3860. FIRST TRUST GLOBAL TACTICAL   2022-09-21 2025-08-22
118. PEPSICO INC   2025-05-29 2025-08-22
104. QUALCOMM INC   2025-05-29 2025-08-22
8. SALESFORCE INC   2024-09-05 2025-08-22
28. SALESFORCE INC   2022-06-16 2025-08-22
192. TRADE DESK INC/THE   2023-05-01 2025-08-22
183. TRACTOR SUPPLY CO COM   2022-08-10 2025-08-22
1200. VANGUARD SMALL CAP VIPER     2025-08-22
439. ISHARES CORE MSCI EAFE ETF     2025-08-25
561. ISHARES CORE MSCI EAFE ETF   2023-05-10 2025-08-25
400. VANGUARD SMALL CAP VIPER   2024-09-05 2025-08-25
289. ALPHABET INC CL C     2025-10-15
63. APPLE INC   2024-09-05 2025-10-15
7. APPLOVIN CORP   2025-05-29 2025-10-15
37. BROADCOM INC   2024-07-23 2025-10-15
26. OLD DOMINION FREIGHT LINES INC   2025-05-29 2025-10-15
81. SALESFORCE INC   2022-06-16 2025-10-15
273. TRACTOR SUPPLY CO COM   2022-08-10 2025-10-15
7733.952 DODGE & COX INCOME FD COM #147   2025-08-22 2025-11-10
3000. FIRST TRUST GLOBAL TACTICAL   2025-06-12 2025-11-10
200. ISHARES CORE U.S. AGGREGATE ETF   2025-05-20 2025-11-10
2436. ISHARES CORE U.S. AGGREGATE ETF   2023-10-04 2025-11-10
9133.612 TORTOISE ENG INFRAS TRF-I   2025-05-21 2025-11-10
175. ALPHABET INC CL C     2025-11-21
7. ELI LILLY & CO COM   2024-07-23 2025-11-21
80. NETFLIX.COM INC   2025-03-20 2025-11-21
31. PROGRESSIVE CORP OHIO   2025-05-29 2025-11-21
115. UBER TECHNOLOGIES INC   2025-03-03 2025-11-21
3897.116 DODGE & COX INCOME FD COM #147   2025-08-22 2025-12-23
6442.712 TORTOISE ENG INFRAS TRF-I   2025-05-21 2025-12-29
400. VANGUARD SMALL CAP VIPER   2024-09-05 2025-12-29
28. ADVANCED MICRO DEVICES INC   2025-05-29 2025-12-30
382. ALPHABET INC CL C   2019-01-18 2025-12-30
175. AMAZON COM INC COM     2025-12-30
124. APPLE INC   2025-08-22 2025-12-30
59. APPLE INC     2025-12-30
64. APPLIED MATERIALS INC   2025-05-29 2025-12-30
45. ARISTA NETWORKS INC   2022-06-16 2025-12-30
27. ASTERA LABS INC   2025-10-15 2025-12-30
23. BROADCOM INC   2024-07-23 2025-12-30
13. CADENCE DESIGN SYSTEMS INC   2023-02-21 2025-12-30
20. CLOUDFLARE INC   2025-05-29 2025-12-30
9. CROWDSTRIKE HOLDINGS INC   2025-05-29 2025-12-30
30. ECOLAB INC     2025-12-30
13. GENERAL ELECTRIC CO   2025-10-15 2025-12-30
5. GOLDMAN SACHS GROUP INC   2025-05-29 2025-12-30
103. MICROSOFT CORP     2025-12-30
19. MONGODB INC   2025-06-16 2025-12-30
6. MONOLITHIC PWR SYS INC   2025-05-29 2025-12-30
20. NETFLIX.COM INC   2025-03-20 2025-12-30
107. NETFLIX.COM INC   2022-09-21 2025-12-30
290. NVIDIA CORP     2025-12-30
22. PALANTIR TECHNOLOGIES INC   2025-10-15 2025-12-30
15. POOL CORPORATION     2025-12-30
18. PROGRESSIVE CORP OHIO   2025-05-29 2025-12-30
73. PURE STORAGE INC   2025-06-16 2025-12-30
17. REDDIT INC   2025-07-28 2025-12-30
45. SALESFORCE INC     2025-12-30
26. SERVICENOW INC   2022-06-16 2025-12-30
61. BLOCK INC   2025-06-16 2025-12-30
70. STARBUCKS CORP COM   2025-05-29 2025-12-30
9. SYNOPSYS INC COM   2025-05-29 2025-12-30
14. TESLA INC   2025-05-29 2025-12-30
79. TRACTOR SUPPLY CO COM     2025-12-30
241. UBER TECHNOLOGIES INC     2025-12-30
17. UNION PACIFIC CORP   2025-05-29 2025-12-30
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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 40,099   13,259 26,840
b 12,951   8,274 4,677
c 28,646   25,900 2,746
d 8,007   5,352 2,655
e 27,110   24,434 2,676
17,286   18,097 -811
59,673   53,334 6,339
4,975   6,436 -1,461
46,774   46,593 181
309,124   290,343 18,781
53,082   50,577 2,505
32,361   29,107 3,254
6,016   6,133 -117
22,851   21,456 1,395
9,881   9,981 -100
77,100   103,800 -26,700
343,920   287,513 56,407
22,539   26,780 -4,241
12,179   15,322 -3,143
39,769   42,016 -2,247
8,802   8,400 402
54,204   13,872 40,332
9,098   7,116 1,982
63,477   25,801 37,676
33,127   30,896 2,231
22,651   17,641 5,010
23,014   21,360 1,654
32,414   31,514 900
45,450   49,793 -4,343
4,131   5,623 -1,492
23,348   31,339 -7,991
35,522   23,875 11,647
10,944   11,417 -473
24,402   27,307 -2,905
31,535   36,936 -5,401
21,358   23,250 -1,892
28,516   30,085 -1,569
2,126   1,823 303
45,914   50,589 -4,675
13,169   12,059 1,110
26,338   17,064 9,274
34,134   27,710 6,424
46,135   26,281 19,854
8,346   7,364 982
33,385   14,752 18,633
28,779   20,180 8,599
56,635   48,624 8,011
25,973   22,754 3,219
32,600   26,789 5,811
7,025   7,050 -25
37,527   17,319 20,208
40,540   29,874 10,666
8,123   6,618 1,505
34,522   14,524 19,998
18,999   17,656 1,343
42,382   20,004 22,378
4,506   4,474 32
30,897   25,273 5,624
2,945   2,396 549
35,762   33,399 2,363
34,680   62,075 -27,395
7,121   8,063 -942
36,942   25,229 11,713
44,894   30,123 14,771
13,023   12,205 818
22,066   13,479 8,587
12,647   12,025 622
30,330   10,717 19,613
16,309   16,249 60
139,794   161,247 -21,453
327,610   252,964 74,646
166,252   183,220 -16,968
25,164   28,366 -3,202
14,791   17,514 -2,723
8,688   8,740 -52
907   1,308 -401
9,631   8,809 822
1,238   1,372 -134
2,840   3,758 -918
4,208   3,722 486
3,974   3,857 117
4,222   4,024 198
3,833   3,820 13
3,625   3,796 -171
29,795   26,678 3,117
7,117   3,928 3,189
7,922   6,134 1,788
10,971   11,803 -832
2,535   4,475 -1,940
103   93 10
16,591   20,419 -3,828
22,803   21,400 1,403
4,107   3,674 433
28,882   28,537 345
97,793   102,425 -4,632
17,681   15,513 2,168
16,491   15,376 1,115
1,983   1,968 15
6,942   4,501 2,441
10,249   12,256 -2,007
11,253   7,069 4,184
303,174   274,424 28,750
37,908   35,513 2,395
48,442   38,640 9,802
100,502   90,500 10,002
72,233   38,395 33,838
15,711   14,023 1,688
4,242   2,689 1,553
13,053   6,041 7,012
3,565   4,203 -638
19,260   13,021 6,239
15,256   10,546 4,710
100,000   98,685 1,315
80,350   75,098 5,252
20,040   19,502 538
244,087   226,256 17,831
175,000   173,156 1,844
52,832   12,517 40,315
7,456   6,112 1,344
8,408   7,600 808
7,089   8,582 -1,493
9,567   8,812 755
50,000   49,727 273
124,602   121,169 3,433
104,579   90,500 14,079
6,018   3,156 2,862
120,207   21,006 99,201
40,480   29,573 10,907
33,880   28,278 5,602
16,120   13,279 2,841
16,689   10,204 6,485
5,994   1,004 4,990
4,673   4,407 266
8,085   3,755 4,330
4,115   2,502 1,613
4,001   3,285 716
4,289   4,151 138
7,926   5,062 2,864
4,057   3,886 171
4,417   3,020 1,397
50,314   50,753 -439
8,059   3,889 4,170
5,567   4,085 1,482
1,876   1,900 -24
10,038   2,563 7,475
54,509   51,486 3,023
4,011   3,938 73
3,481   4,930 -1,449
4,130   4,983 -853
4,969   3,699 1,270
3,985   2,548 1,437
11,973   6,946 5,027
4,011   2,221 1,790
4,006   3,956 50
5,982   5,917 65
4,280   4,061 219
6,417   5,011 1,406
3,978   3,036 942
19,790   17,833 1,957
3,978   3,772 206
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
      448
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       26,840
b       4,677
c       2,746
d       2,655
e       2,676
      -811
      6,339
      -1,461
      181
      18,781
      2,505
      3,254
      -117
      1,395
      -100
      -26,700
      56,407
      -4,241
      -3,143
      -2,247
      402
      40,332
      1,982
      37,676
      2,231
      5,010
      1,654
      900
      -4,343
      -1,492
      -7,991
      11,647
      -473
      -2,905
      -5,401
      -1,892
      -1,569
      303
      -4,675
      1,110
      9,274
      6,424
      19,854
      982
      18,633
      8,599
      8,011
      3,219
      5,811
      -25
      20,208
      10,666
      1,505
      19,998
      1,343
      22,378
      32
      5,624
      549
      2,363
      -27,395
      -942
      11,713
      14,771
      818
      8,587
      622
      19,613
      60
      -21,453
      74,646
      -16,968
      -3,202
      -2,723
      -52
      -401
      822
      -134
      -918
      486
      117
      198
      13
      -171
      3,117
      3,189
      1,788
      -832
      -1,940
      10
      -3,828
      1,403
      433
      345
      -4,632
      2,168
      1,115
      15
      2,441
      -2,007
      4,184
      28,750
      2,395
      9,802
      10,002
      33,838
      1,688
      1,553
      7,012
      -638
      6,239
      4,710
      1,315
      5,252
      538
      17,831
      1,844
      40,315
      1,344
      808
      -1,493
      755
      273
      3,433
      14,079
      2,862
      99,201
      10,907
      5,602
      2,841
      6,485
      4,990
      266
      4,330
      1,613
      716
      138
      2,864
      171
      1,397
      -439
      4,170
      1,482
      -24
      7,475
      3,023
      73
      -1,449
      -853
      1,270
      1,437
      5,027
      1,790
      50
      65
      219
      1,406
      942
      1,957
      206
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 756,969
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 11,205
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 11,205
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 11,205
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 6,756
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 6,756
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 4,449
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)
FL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofWELLS FARGO BANK 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
JONATHAN GRANGER CO-TRUSTEE
1 		8,801    
100 N MAIN ST FL 5D4001-052
WINSTON SALEM,NC27101
WELLS FARGO BANK N A TRUSTEE
1 		103,947    
100 N MAIN ST FL 5D4001-052
WINSTONSALEM,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
8,632,730
b
Average of monthly cash balances.......................
1b
208,606
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
8,841,336
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
8,841,336
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
132,620
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,708,716
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
435,436
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
435,436
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
11,205
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,205
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
424,231
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
424,231
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
424,231
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
340,201
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
340,201
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 7 424,231
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 327,140
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: $ 340,201
a Applied to 2024, but not more than line 2a 327,140
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..... 13,061
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 .......... 		411,170
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

HOME FOR THE AGED

777 STEVENS AVENUE
PORTLAND,ME041032675 		NONE   GENERAL OPERATING 327,140
Total ................................. 3a 327,140
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 ....     14 180,047  
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 ............ 		    18 756,969  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   937,016  
13Total. Add line 12, columns (b), (d), and (e)..................
13
937,016
(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:
BARR NANCY E CHARITABLE TUA-MAIN
EIN:
83-2787798
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,786     1,786

TY 2025 InvestmentsCorpStockSchedule
Name:
BARR NANCY E CHARITABLE TUA-MAIN
EIN:
83-2787798
Name of Stock End of Year Book Value End of Year Fair Market Value
037833100 APPLE INC 215,201 525,505
532457108 ELI LILLY & CO COM 43,377 130,036
11135F101 BROADCOM INC 43,736 215,620
92826C839 VISA INC-CLASS A SHR 48,393 90,132
09857L108 BOOKING HOLDINGS INC 27,302 26,777
02079K107 ALPHABET INC CL C 44,963 165,373
594918104 MICROSOFT CORP 232,801 484,104
30303M102 META PLATFORMS INC 47,129 169,643
697435105 PALO ALTO NETWORKS I 6,728 16,025
252131107 DEXCOM INC 3,865 3,518
169656105 CHIPOTLE MEXICAN GRI 9,619 6,882
892356106 TRACTOR SUPPLY CO CO 5,335 7,001
92532F100 VERTEX PHARMACEUTICA 11,391 14,961
679295105 OKTA INC 824 951
90384S303 ULTA BEAUTY INC 2,054 3,630
45866F104 INTERCONTINENTAL EXC    
278865100 ECOLAB INC    
896239100 TRIMBLE INC    
46120E602 INTUITIVE SURGICAL I 11,142 26,619
79466L302 SALESFORCE INC    
101137107 BOSTON SCIENTIFIC CO    
617446448 MORGAN STANLEY    
67066G104 NVIDIA CORP 149,620 579,829
78409V104 S&P GLOBAL INC    
34964C106 FORTUNE BRANDS INNOV    
016255101 ALIGN TECHNOLOGY INC    
235851102 DANAHER CORP    
21036P108 CONSTELLATION BRANDS    
G1151C101 ACCENTURE PLC    
64110L106 NETFLIX INC 10,675 57,475
73278L105 POOL CORPORATION    
983793100 XPO INC 565 2,175
81762P102 SERVICENOW INC 9,521 17,464
023135106 AMAZON COM INC COM 119,041 234,282
893641100 TRANSDIGM GROUP INC 1,071 2,660
127387108 CADENCE DESIGN SYSTE 5,197 8,440
13646K108 CANADIAN PACIFIC KAN    
88339J105 TRADE DESK INC/THE 3,830 2,278
00724F101 ADOBE INC 26,619 20,999
032654105 ANALOG DEVICES INC    
040413205 ARISTA NETWORKS INC 2,074 12,186
219948106 CORPAY INC 1,792 2,708
22160N109 COSTAR GROUP, INC    
23804L103 DATADOG INC 4,952 5,440
64125C109 NEUROCRINE BIOSCIENC 4,867 5,531
91324P102 UNITEDHEALTH GROUP I    
92537N108 VERTIV HOLDINGS LLC 3,121 7,452
00287Y109 ABBVIE INC 54,078 58,950
007903107 ADVANCED MICRO DEVIC 12,738 24,200
009066101 AIRBNB INC 7,312 7,736
02043Q107 ALNYLAM PHARMACEUTIC 4,681 6,362
02079K305 ALPHABET INC CL A 38,222 59,157
025816109 AMERICAN EXPRESS CO 8,263 10,359
03073E105 CENCORA INC 6,962 8,106
03076C106 AMERIPRISE FINL INC 6,118 5,884
031162100 AMGEN INC 15,801 18,329
032095101 AMPHENOL CORP CL A 19,674 24,190
03769M106 APOLLO GLOBAL MANAGE 6,985 7,672
038222105 APPLIED MATERIALS IN 5,421 8,738
03831W108 APPLOVIN CORP 13,330 23,584
03990B101 ARES MANAGEMENT CORP 4,291 4,202
049468101 ATLASSIAN CORP PLC 4,517 3,567
052769106 AUTODESK INC 8,913 8,880
053015103 AUTOMATIC DATA PROCE 16,506 13,119
053332102 AUTOZONE INC 3,674 3,392
05464C101 AXON ENTERPRISE INC 7,440 5,679
09260D107 BLACKSTONE INC 13,139 14,643
097023105 BOEING CO 3,843 4,125
11133T103 BROADRIDGE FINANCIAL 3,582 3,348
122017106 BURLINGTON STORES IN 3,992 4,910
14149Y108 CARDINAL HEALTH INC 3,900 4,932
146869102 CARVANA CO 4,616 5,486
149123101 CATERPILLAR INC 4,002 6,302
16411R208 CHENIERE ENERGY INC 3,481 2,916
172908105 CINTAS CORP 9,669 8,087
18915M107 CLOUDFLARE INC 3,450 4,140
191216100 COCA COLA CO 21,774 21,323
194162103 COLGATE PALMOLIVE CO 5,799 4,978
199908104 COMFORT SYS USA INC 4,023 7,466
217204106 COPART INC COM 6,115 4,659
22160K105 COSTCO WHOLESALE COR 65,572 56,052
22266T109 COUPANG INC 4,206 3,562
22788C105 CROWDSTRIKE HOLDINGS 10,147 10,313
237194105 DARDEN RESTAURANTS I 4,038 3,312
243537107 DECKERS OUTDOOR CORP 3,836 3,836
256163106 DOCUSIGN INC 3,877 3,488
25809K105 DOORDASH INC 8,817 9,739
26142V105 DRAFTKINGS INC 3,907 3,549
26603R106 DUOLINGO INC 3,788 1,404
268150109 DYNATRACE INC 3,871 3,077
29452E101 EQUITABLE HOLDINGS I 3,900 3,478
30212P303 EXPEDIA INC 3,808 6,516
303250104 FAIR ISSAC, INC 5,009 5,072
311900104 FASTENAL CO 5,388 5,257
337738108 FISERV INC 3,822 1,612
34959E109 FORTINET INC 7,101 5,559
366651107 GARTNER INC 4,776 2,775
36828A101 GE VERNOVA INC 22,047 22,875
369604301 GENERAL ELECTRIC CO 40,295 45,896
380237107 GODADDY INC 3,608 2,482
38141G104 GOLDMAN SACHS GROUP 3,624 5,274
384802104 GRAINGER W W INC 5,418 5,045
40412C101 HCA HOLDINGS INC 3,965 5,135
422806109 HEICO CORP 3,974 4,207
422806208 HEICO CORP CL A 3,802 4,039
43300A203 HILTON WORLDWIDE HOL 4,217 4,883
437076102 HOME DEPOT INC 43,082 40,604
443201108 HOWMET AEROSPACE INC 4,402 4,715
443573100 HUBSPOT INC 4,089 2,809
45168D104 IDEXX CORP 5,649 7,442
452308109 ILLINOIS TOOL WORKS 3,920 3,941
457669307 INSMED INC 4,423 4,699
45784P101 INSULET CORP 4,007 3,695
461202103 INTUIT COM 30,243 26,497
482480100 KLA CORP 13,126 20,656
48251W104 KKR & CO INC -A 3,837 3,952
494368103 KIMBERLY CLARK CORP 3,790 2,926
50212V100 LPL FINANCIAL HOLDIN 4,229 3,929
512807306 LAM RESH CORP 13,987 28,416
517834107 LAS VEGAS SANDS CORP 3,983 6,053
526107107 LENNOX INTERNATIONAL 3,807 3,399
538034109 LIVE NATION ENT INC 3,975 3,990
539830109 LOCKHEED MARTIN CORP 4,252 4,353
550021109 LULULEMON ATHLETICA 5,090 3,325
55354G100 MSCI INC 3,951 4,016
571748102 MARSH & MCLENNAN COS 3,906 3,339
571903202 MARRIOTT INTERNATION 7,740 8,066
57636Q104 MASTERCARD INC 70,345 69,647
580135101 MCDONALDS CORP 3,863 3,973
58155Q103 MCKESSON CORP 12,639 13,125
61174X109 MONSTER BEVERAGE COR 5,022 6,057
615369105 MOODYS CORP 10,093 10,728
620076307 MOTOROLA SOLUTIONS, 4,611 4,217
632307104 NATERA INC 3,866 5,269
67103H107 O'REILLY AUTOMOTIVE 9,433 9,577
68389X105 ORACLE CORPORATION 42,496 46,194
69608A108 PALANTIR TECHNOLOGIE 37,253 52,614
704326107 PAYCHEX INC 3,846 2,805
713448108 PEPSICO INC 3,549 3,875
72352L106 PINTEREST INC 3,889 2,874
743315103 PROGRESSIVE CORP OHI 4,983 4,099
747525103 QUALCOMM INC 5,618 6,500
74762E102 QUANTA SVCS INC COM 4,008 4,643
75734B100 REDDIT INC 3,748 5,747
771049103 ROBLOX CORP 5,868 5,591
773121108 ROCKET LAB CORP 4,320 4,395
775711104 ROLLINS INC 3,754 3,961
808513105 SCHWAB CHARLES CORP 3,841 4,296
824348106 SHERWIN WILLIAMS CO 9,949 9,073
833445109 SNOWFLAKE INC 8,542 9,213
855244109 STARBUCKS CORP COM 3,973 3,958
863667101 STRYKER CORP 5,332 4,921
86800U302 SUPER MICRO COMPUTER 3,981 2,664
871607107 SYNOPSYS INC COM 6,318 6,576
871829107 SYSCO CORP 3,799 3,758
872540109 TJX COMPANIES INC 11,295 13,671
87612G101 TARGA RESOURCES CORP 4,562 5,351
88160R101 TESLA INC 138,133 174,941
882508104 TEXAS INSTRUMENTS IN 3,995 3,470
88262P102 TEXAS PACIFIC LAND C 3,583 2,585
88579Y101 3M CO 3,922 4,323
888787108 TOAST INC 3,889 3,231
902252105 TYLER TECHNOLOGIES I 4,143 3,178
90353T100 UBER TECHNOLOGIES IN 21,267 23,941
907818108 UNION PACIFIC CORP 5,103 5,320
922475108 VEEVA SYSTEMS INC 5,552 4,465
92345Y106 VERISK ANALYTICS INC 6,291 4,474
92840M102 VISTRA CORP 7,251 7,260
94106L109 WASTE MANAGEMENT INC 12,811 11,864
98138H101 WORKDAY INC 7,003 6,229
988498101 YUM BRANDS INC 3,701 3,933
98978V103 ZOETIS INC 8,663 6,543
98980G102 ZSCALER INC 4,280 3,149
G0403H108 AON PLC 9,761 9,881
G6683N103 NU HOLDINGS LTD/CAYM 5,375 7,449
G8994E103 TRANE TECHNOLOGIES P 14,197 13,233
L8681T102 SPOTIFY TECHNOLOGY S 12,359 11,033
V7780T103 ROYAL CARRIBEAN CRUI 3,969 4,184

TY 2025 InvestmentsOtherSchedule2
Name:
BARR NANCY E CHARITABLE TUA-MAIN
EIN:
83-2787798
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
46090F100 INVESCO OPTIMUM YIEL      
922908629 VANGUARD MIDCAP VIPE AT COST 1,372,644 1,566,027
BIT990000 BLACKSTONE REAL ESTA AT COST 150,000 190,505
46434G103 ISHARES CORE MSCI EM      
381430107 GOLDMAN SACHS ACTIVE AT COST 363,684 558,606
33739H101 FIRST TRUST GLOBAL T AT COST 193,848 189,719
SWR990003 STARWOOD REIT AT COST 100,000 93,468
464287226 ISHARES CORE U.S. AG      
46432F842 ISHARES CORE MSCI EA AT COST 560,749 758,621
46435U853 ISHARES BROAD USD HI AT COST 264,750 266,178
92206C664 VANGUARD RUSSELL 200      
922908751 VANGUARD SMALL CAP V AT COST 63,114 71,968
03027X100 AMERICAN TOWER CORP AT COST 13,195 10,885
19247U106 COHEN & STEERS INSTL AT COST 120,000 117,354
256210105 DODGE & COX INCOME F AT COST 526,588 530,440
828806109 SIMON PROPERTY GROUP AT COST 3,789 4,443

TY 2025 OtherDecreasesSchedule
Name:
BARR NANCY E CHARITABLE TUA-MAIN
EIN:
83-2787798
Description Amount
COST BASIS ADJUSTMENT 93
ROC ON CY SALES 5,675


TY 2025 OtherIncreasesSchedule
Name:
BARR NANCY E CHARITABLE TUA-MAIN
EIN:
83-2787798
Description Amount
MUTUAL FUND TIMING ADJ 1,011


TY 2025 OtherProfessionalFeesSchedule
Name:
BARR NANCY E CHARITABLE TUA-MAIN
EIN:
83-2787798
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 5,625 5,625    


TY 2025 TaxesSchedule
Name:
BARR NANCY E CHARITABLE TUA-MAIN
EIN:
83-2787798
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,052 2,052   0
FEDERAL TAX PAYMENT - PRIOR YE 5,990 0   0
FEDERAL ESTIMATES - PRINCIPAL 6,756 0   0
FOREIGN TAXES ON NONQUALIFIED 755 755   0