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
FIRST LIEUTENANT P F CURETON JR 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

46-1584075
B Telephone number (see instructions)

8557992921
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)$10,826,926J 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... 115,130 114,943  
5a Gross rents............ 341,115 341,115  
b Net rental income or (loss) 205,035
6a Net gain or (loss) from sale of assets not on line 10 573,637
b Gross sales price for all assets on line 6a 2,616,959
7 Capital gain net income (from Part IV, line 2)... 573,637
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........ 1,029,882 1,029,695  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 122,919 92,189   30,730
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
2,070 0 0 2,070
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
15,046 1,476   13,570
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,183 1,148   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
136,092 136,092    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 285,310 230,905 0 46,370
25 Contributions, gifts, grants paid....... 452,500 452,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 737,810 230,905 0 498,870
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 292,072
b Net investment income (if negative, enter -0-) 798,790
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............. 2,255    
2 Savings and temporary cash investments......... 454,560 119,478 119,478
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)....... 636,981    
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).......... 5,404,751 Click to see attachment
List of Attached Documents:
// Content
6,670,198 		10,707,448
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) 6,498,547 6,789,676 10,826,926
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 ) Click to see attachment
List of Attached Documents:
// Content
36,125 		Click to see attachment
List of Attached Documents:
// Content
36,125
23 Total liabilities (add lines 17 through 22)......... 36,125 36,125
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........ 6,462,422 6,753,551
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)..... 6,462,422 6,753,551
30 Total liabilities and net assets/fund balances (see instructions). 6,498,547 6,789,676
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
6,462,422
2
Enter amount from Part I, line 27a .....................
2
292,072
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
729
4
Add lines 1, 2, and 3 ..........................
4
6,755,223
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1,672
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
6,753,551
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 2. BLACKSTONE INC   2024-09-05 2025-01-23
b 11. BLACKSTONE INC     2025-01-23
c 144. MANULIFE FINANCIAL CORP   2024-01-19 2025-01-23
d 94. REGIONS FINL CORP NEW     2025-01-23
e 15. ALPHABET INC CL C   2025-01-23 2025-02-28
157. CELANESE CORP     2025-02-28
98. CISCO SYSTEMS INC   2024-07-23 2025-02-28
224. CISCO SYSTEMS INC     2025-02-28
25. MERCK & CO INC NEW   2024-07-23 2025-02-28
184. MERCK & CO INC NEW   2024-01-19 2025-02-28
9. GARMIN LTD   2024-01-19 2025-02-28
20.99993 ALPHABET INC CL C   2025-01-23 2025-03-04
8.00007 ALPHABET INC CL C   2025-01-23 2025-03-04
28. ALPHABET INC CL C     2025-03-04
11. META PLATFORMS INC   2025-01-23 2025-03-04
18. UNITED PARCEL SERVICE-CL B     2025-03-04
247. FIDELITY NEW MRKTS INC-Z #3323   2025-01-23 2025-03-20
442. GLDMN SCHS GQG PRT INTL-R6 4946   2025-01-23 2025-03-20
736. EMBARK COMMODITY STRAT-RTR   2025-01-23 2025-03-20
103. ISHARES CORE MSCI EMERGING ETF   2025-01-23 2025-03-20
615. NYLI MACKAY HIGH YILD CBF-R6   2025-01-23 2025-03-20
4676. PIMCO TOTAL RET FD-INST #35   2024-01-19 2025-03-20
310. PIMCO COMMODITY REAL RET STRAT-I45   2025-01-23 2025-03-20
583. PGIM HIGH YIELD-Q 1067   2025-01-23 2025-03-20
1119.204 T ROWE PR OVERSEAS STOCK-I #521   2025-01-23 2025-03-20
1894.796 T ROWE PR OVERSEAS STOCK-I #521   2023-05-22 2025-03-20
824. TCW EMRG MRKTS INC-PLAN #5721   2025-01-23 2025-03-20
7461. ALLSPRING CORE BOND FUND-R6 4657   2024-01-19 2025-03-20
23. ALPHABET INC CL C     2025-03-25
60. ALPHABET INC CL C   2014-04-02 2025-03-25
20. BLACKSTONE INC   2020-07-20 2025-03-25
61. CITIGROUP INC.     2025-03-25
67. CITIGROUP INC.   2024-01-19 2025-03-25
27. JPMORGAN CHASE & CO     2025-03-25
1. JPMORGAN CHASE & CO   2024-01-19 2025-03-25
26. REGIONS FINL CORP NEW   2024-07-23 2025-03-25
50. REGIONS FINL CORP NEW   2023-07-13 2025-03-25
98. SUNCOR ENERGY INC NEW F     2025-03-25
26. SUNCOR ENERGY INC NEW F   2025-01-23 2025-03-25
2. TARGET CORP   2024-09-26 2025-03-25
80. TARGET CORP   2024-01-19 2025-03-25
52.9932 TOTAL S.A. - ADR   2024-01-19 2025-03-25
29.0068 TOTAL S.A. - ADR   2024-01-19 2025-03-25
14. UNITED PARCEL SERVICE-CL B   2024-06-11 2025-03-25
24. UNITED PARCEL SERVICE-CL B     2025-04-30
82. UNITED PARCEL SERVICE-CL B     2025-04-30
116. ABBOTT LABS   2025-02-28 2025-05-20
20. ABBVIE INC     2025-05-20
100. ABBVIE INC   2021-01-21 2025-05-20
5. ADOBE SYS INC   2025-03-20 2025-05-20
33. ADOBE SYS INC     2025-05-20
37. ADVANCED MICRO DEVICES INC     2025-05-20
91. ADVANCED MICRO DEVICES INC   2023-02-10 2025-05-20
303. ALPHABET INC CL C     2025-05-20
272. AMAZON COM INC COM     2025-05-20
78. ANALOG DEVICES INC     2025-05-20
55. APPLE INC     2025-05-20
424. APPLE INC     2025-05-20
40. BERKSHIRE HATHAWAY INC.   2025-03-25 2025-05-20
138. BLACKSTONE INC   2020-07-20 2025-05-20
3. BLACKROCK INC   2025-03-20 2025-05-20
19. BLACKROCK INC     2025-05-20
33. BOEING CO     2025-05-20
94. BOEING CO     2025-05-20
11. BROADCOM INC   2025-03-20 2025-05-20
238. BROADCOM INC   2018-07-13 2025-05-20
29. CITIGROUP INC.   2024-09-05 2025-05-20
275. CITIGROUP INC.     2025-05-20
59. COGNIZANT TECH SOLUTIONS CRP COM   2024-07-23 2025-05-20
91. COGNIZANT TECH SOLUTIONS CRP COM   2023-07-13 2025-05-20
59. ECOLAB INC   2025-02-28 2025-05-20
6. META PLATFORMS INC   2025-03-20 2025-05-20
88. META PLATFORMS INC     2025-05-20
82. HILTON WORLDWIDE HOLDINGS IN     2025-05-20
9. HOME DEPOT INC   2025-03-20 2025-05-20
45. HOME DEPOT INC     2025-05-20
162. JPMORGAN CHASE & CO     2025-05-20
75. KEYSIGHT TECHNOLOGIES INC   2024-11-29 2025-05-20
224. LAM RESH CORP   2019-07-01 2025-05-20
8. ELI LILLY & CO COM     2025-05-20
38. ELI LILLY & CO COM   2021-08-06 2025-05-20
59. MANULIFE FINANCIAL CORP   2025-03-20 2025-05-20
682. MANULIFE FINANCIAL CORP     2025-05-20
82. MARSH & MCLENNAN COS INC     2025-05-20
32. MCDONALDS CORP     2025-05-20
40. MCDONALDS CORP   2024-01-19 2025-05-20
42. MICROSOFT CORP     2025-05-20
214. MICROSOFT CORP     2025-05-20
33. MONDELEZ INTERNATIONAL INC     2025-05-20
186. MONDELEZ INTERNATIONAL INC   2024-01-19 2025-05-20
48. MOTOROLA SOLUTIONS, INC.     2025-05-20
13. NETFLIX.COM INC   2025-03-25 2025-05-20
154. NVIDIA CORP   2025-04-30 2025-05-20
114. PRINCIPAL MIDCAP FUND-R6 #4268   2025-01-23 2025-05-20
49. RTX CORP     2025-05-20
172. RTX CORP   2019-11-01 2025-05-20
573. REGIONS FINL CORP NEW     2025-05-20
61. STARBUCKS CORP COM     2025-05-20
94. STARBUCKS CORP COM   2024-01-19 2025-05-20
26. SUNCOR ENERGY INC NEW F   2025-01-18 2025-05-20
669. SUNCOR ENERGY INC NEW F     2025-05-20
6. THERMO FISHER SCIENTIFIC INC   2025-03-04 2025-05-20
25. THERMO FISHER SCIENTIFIC INC     2025-05-20
43. TOTAL S.A. - ADR   2025-01-23 2025-05-20
349. TOTAL S.A. - ADR     2025-05-20
72. TOUCHSTONE MID CAP-R6 #355   2025-01-23 2025-05-20
221. UBER TECHNOLOGIES INC     2025-05-20
111. UNILEVER PLC - ADR   2024-07-23 2025-05-20
172. UNILEVER PLC - ADR   2024-01-19 2025-05-20
34. UNION PACIFIC CORP     2025-05-20
45. UNION PACIFIC CORP   2024-01-19 2025-05-20
11. UNITEDHEALTH GROUP INC     2025-05-20
57. UNITEDHEALTH GROUP INC     2025-05-20
20. VANGUARD MIDCAP VIPER     2025-05-20
12. VISA INC-CLASS A SHRS     2025-05-20
79. VISA INC-CLASS A SHRS     2025-05-20
146. WAL MART STORES INC   2025-03-25 2025-05-20
13. WASTE MANAGEMENT INC   2025-03-20 2025-05-20
79. WASTE MANAGEMENT INC   2020-07-20 2025-05-20
4499.641 ALLSPRING CORE BOND FUND-R6 4657   2025-01-23 2025-05-20
24085.929 ALLSPRING CORE BOND FUND-R6 4657   2024-01-19 2025-05-20
78. XYLEM INC/NY   2025-03-25 2025-05-20
18. EATON CORP PLC     2025-05-20
66. EATON CORP PLC   2021-01-21 2025-05-20
37. TE CONNECTIVITY PLC   2024-07-23 2025-05-20
67. TE CONNECTIVITY PLC   2021-01-21 2025-05-20
80. GARMIN LTD     2025-05-20
19. DEEMED REDEEMED ASML HOLDING NV ESCR     2025-05-20
589. GOLDMAN ACTIVEBETA US LC ETF   2025-05-20 2025-08-19
952.013 EMBARK COMMODITY STRAT-RTR     2025-08-19
1757.987 EMBARK COMMODITY STRAT-RTR   2024-07-23 2025-08-19
9578.286 EMBARK SMALL CAP EQUITY-RTR     2025-08-19
55. ISHARES CORE MSCI EMERGING ETF   2023-05-22 2025-08-19
67.451 PIMCO COMMODITY REAL RET STRAT-I45   2025-01-23 2025-08-19
4379.453 PIMCO COMMODITY REAL RET STRAT-I45   2023-05-22 2025-08-19
4572.691 T ROWE PR OVERSEAS STOCK-I #521   2023-05-22 2025-08-19
761. AMEX ENERGY SELECT SPDR   2025-05-20 2025-08-19
245.317 TOUCHSTONE MID CAP-R6 #355     2025-08-19
286.683 TOUCHSTONE MID CAP-R6 #355   2023-05-22 2025-08-19
411. WILLIAM BLAIR LRG CAP GR-R6 #8379   2025-05-20 2025-08-19
14329. BAIRD AGGREGATE BOND FUND-INST 72     2025-12-30
149. ISHARES CORE S&P TOTAL U.S. ETF   2025-08-19 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 366   278 88
b 2,015   1,023 992
c 4,413   3,061 1,352
d 2,292   2,123 169
e 2,551   3,000 -449
7,909   17,857 -9,948
6,216   4,581 1,635
14,209   11,515 2,694
2,278   3,125 -847
16,767   21,842 -5,075
2,034   1,132 902
3,536   4,200 -664
1,347   1,600 -253
4,715   799 3,916
7,014   6,908 106
2,128   3,242 -1,114
3,209   3,149 60
9,401   8,928 473
8,037   7,802 235
5,685   5,445 240
3,204   3,223 -19
40,634   39,608 1,026
4,424   4,269 155
2,798   2,798  
15,400   14,561 839
26,072   22,929 3,143
5,455   5,397 58
82,742   82,220 522
3,943   4,468 -525
10,285   1,692 8,593
3,046   996 2,050
4,548   4,732 -184
4,996   3,451 1,545
6,731   6,753 -22
249   170 79
579   587 -8
1,113   961 152
3,771   3,800 -29
1,001   1,030 -29
214   314 -100
8,553   11,060 -2,507
3,372   3,390 -18
1,846   1,855 -9
1,604   1,925 -321
2,277   3,229 -952
7,779   12,880 -5,101
15,629   15,775 -146
3,691   4,181 -490
18,453   11,124 7,329
2,076   1,930 146
13,700   18,183 -4,483
4,173   4,696 -523
10,263   7,426 2,837
50,237   8,100 42,137
55,324   52,345 2,979
17,394   17,881 -487
11,316   12,249 -933
87,238   8,225 79,013
20,304   21,118 -814
19,851   6,812 13,039
2,981   2,858 123
18,878   11,768 7,110
6,839   5,461 1,378
19,480   18,542 938
2,518   2,109 409
54,476   4,836 49,640
2,193   1,777 416
20,797   13,498 7,299
4,765   4,421 344
7,350   6,170 1,180
15,440   15,883 -443
3,809   3,498 311
55,859   12,920 42,939
20,763   17,065 3,698
3,374   3,192 182
16,870   16,068 802
42,960   24,103 18,857
12,180   12,822 -642
18,688   4,256 14,432
5,994   6,347 -353
28,471   9,993 18,478
1,880   1,801 79
21,732   13,957 7,775
18,915   18,124 791
10,218   8,604 1,614
12,773   12,019 754
19,135   17,486 1,649
97,495   8,931 88,564
2,170   2,183 -13
12,230   13,589 -1,359
20,311   20,771 -460
15,398   12,746 2,652
20,603   16,126 4,477
5,318   5,291 27
6,722   6,451 271
23,595   15,850 7,745
12,713   10,846 1,867
5,212   5,407 -195
8,031   8,836 -805
913   994 -81
23,486   16,428 7,058
2,470   3,128 -658
10,290   13,687 -3,397
2,553   2,541 12
20,722   16,093 4,629
4,006   4,139 -133
20,078   16,411 3,667
7,011   6,413 598
10,864   8,124 2,740
7,760   8,346 -586
10,271   10,786 -515
3,547   5,745 -2,198
18,377   13,721 4,656
5,454   5,490 -36
4,387   3,977 410
28,878   4,135 24,743
14,235   12,685 1,550
3,034   2,952 82
18,437   8,432 10,005
49,091   48,821 270
262,777   265,427 -2,650
9,912   9,496 416
5,891   5,345 546
21,599   8,271 13,328
6,002   5,612 390
10,868   8,719 2,149
16,265   10,025 6,240
14,146   13,079 1,067
74,176   68,616 5,560
10,044   10,120 -76
18,547   17,949 598
106,580   100,938 5,642
3,424   2,689 735
915   929 -14
59,429   56,101 3,328
70,145   55,335 14,810
64,584   63,651 933
14,027   13,665 362
16,393   13,090 3,303
13,267   11,948 1,319
142,574   139,269 3,305
22,353   20,927 1,426
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
      32,379
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       88
b       992
c       1,352
d       169
e       -449
      -9,948
      1,635
      2,694
      -847
      -5,075
      902
      -664
      -253
      3,916
      106
      -1,114
      60
      473
      235
      240
      -19
      1,026
      155
       
      839
      3,143
      58
      522
      -525
      8,593
      2,050
      -184
      1,545
      -22
      79
      -8
      152
      -29
      -29
      -100
      -2,507
      -18
      -9
      -321
      -952
      -5,101
      -146
      -490
      7,329
      146
      -4,483
      -523
      2,837
      42,137
      2,979
      -487
      -933
      79,013
      -814
      13,039
      123
      7,110
      1,378
      938
      409
      49,640
      416
      7,299
      344
      1,180
      -443
      311
      42,939
      3,698
      182
      802
      18,857
      -642
      14,432
      -353
      18,478
      79
      7,775
      791
      1,614
      754
      1,649
      88,564
      -13
      -1,359
      -460
      2,652
      4,477
      27
      271
      7,745
      1,867
      -195
      -805
      -81
      7,058
      -658
      -3,397
      12
      4,629
      -133
      3,667
      598
      2,740
      -586
      -515
      -2,198
      4,656
      -36
      410
      24,743
      1,550
      82
      10,005
      270
      -2,650
      416
      546
      13,328
      390
      2,149
      6,240
      1,067
      5,560
      -76
      598
      5,642
      735
      -14
      3,328
      14,810
      933
      362
      3,303
      1,319
      3,305
      1,426
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 573,637
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 11,103
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 11,103
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 11,103
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 6,772
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 6,772
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 4,331
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)
SC
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 NA Telephone no. (800) 352-3705

Located at100 N MAIN ST FL 5D4001-052WINSTONSALEMNC 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 		122,919    
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
10,166,030
b
Average of monthly cash balances.......................
1b
292,990
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
10,459,020
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
10,459,020
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
156,885
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,302,135
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
515,107
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
515,107
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
11,103
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,103
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
504,004
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
504,004
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
504,004
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
498,870
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
498,870
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 7 504,004
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 451,841
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: $ 498,870
a Applied to 2024, but not more than line 2a 451,841
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..... 47,029
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 .......... 		456,975
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
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

SOUTH CAROLINA SOCIETY FOR THE

121 HUMANE LANE
COLUMBIA,SC29209 		NONE   GENERAL OPERATING 100,000

THE SALVATION ARMY

615 SLATERS LN
ALEXANDRIA,VA223141112 		NONE   GENERAL OPERATING 100,000

HIRE HEROES USA

13010 MORRIS RD STE 175
ALPHARETTA,GA300046106 		NONE   GENERAL OPERATING 20,000

UPSTATE WARRIOR SOLUTION INC

770 PELHAM RD STE 102
GREENVILLE,SC296153200 		NONE   GENERAL OPERATING 50,000

CENTER FOR COMMUNITY SERVICES

17814 STEADING RD
EDEN PRAIRIE,MN553472779 		NONE   GENERAL OPERATING 30,000

AMERICAN NATIONAL RED CROSS

431 18TH ST NW
WASHINGTON,DC200065310 		NONE   GENERAL OPERATING 10,000

PENDLETON PLACE INC

1133 PENDLETON STREET
GREENVILLE,SC296012317 		NONE   GENERAL OPERATING 5,000

PALMETTO PROJECT INC

6296 RIVERS AVE STE 100
N CHARLESTON,SC294064922 		NONE   GENERAL OPERATING 25,000

HABITAT FOR HUMANITY OF GREENVILLE

50 GRAND AVE
GREENVILLE,SC296072114 		NONE   GENERAL OPERATING 50,000

SAFE HARBOR INC

PO BOX 174
GREENVILLE,SC29602 		NONE   GENERAL OPERATING 10,000

UPSTATECAROLINA ADAPTIVE GOLF

25 LOUISE AVE
GREENVILLE,SC296173317 		NONE   GENERAL OPERATING 32,500

DOLLY PARTONS IMAGINATION LIBRARY

111 E MAIN ST 2ND FLOOR
SEVIERVILLE,TN37802 		NONE   GENERAL OPERATING 20,000
Total ................................. 3a 452,500
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 115,130  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 205,035  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 573,637  
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) ..   893,802  
13Total. Add line 12, columns (b), (d), and (e)..................
13
893,802
(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:
FIRST LIEUTENANT P F CURETON JR FDN
EIN:
46-1584075
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,070     2,070

TY 2025 InvestmentsCorpStockSchedule
Name:
FIRST LIEUTENANT P F CURETON JR FDN
EIN:
46-1584075
Name of Stock End of Year Book Value End of Year Fair Market Value
75513E101 RTX CORP    
09260D107 BLACKSTONE INC    
46625H100 JPMORGAN CHASE & CO    
11135F101 BROADCOM INC    
94106L109 WASTE MANAGEMENT INC    
02079K107 ALPHABET INC CL C    
56501R106 MANULIFE FINANCIAL C    
097023105 BOEING CO    
89151E109 TOTALENERGIES SE -SP    
92826C839 VISA INC-CLASS A SHR    
037833100 APPLE INC    
594918104 MICROSOFT CORP    
30303M102 META PLATFORMS INC    
867224107 SUNCOR ENERGY INC NE    
91324P102 UNITEDHEALTH GROUP I    
532457108 ELI LILLY & CO COM    
00287Y109 ABBVIE INC    
G29183103 EATON CORP PLC    
00724F101 ADOBE INC    
007903107 ADVANCED MICRO DEVIC    
150870103 CELANESE CORP    
17275R102 CISCO SYSTEMS INC    
172967424 CITIGROUP INC.    
192446102 COGNIZANT TECH SOLUT    
361ESC049 ESC GCI LIBERTY INC    
437076102 HOME DEPOT INC    
7591EP100 REGIONS FINL CORP NE    
883556102 THERMO FISHER SCIENT    
911312106 UNITED PARCEL SERVIC    
H2906T109 GARMIN LTD    
023135106 AMAZON COM INC COM    
032654105 ANALOG DEVICES INC    
09290D101 BLACKROCK FUNDING IN    
43300A203 HILTON WORLDWIDE HOL    
49338L103 KEYSIGHT TECHNOLOGIE    
512807306 LAM RESH CORP    
580135101 MCDONALDS CORP    
58933Y105 MERCK & CO INC NEW    
609207105 MONDELEZ INTERNATION    
855244109 STARBUCKS CORP COM    
87612E106 TARGET CORP    
904767704 UNILEVER PLC - ADR    
907818108 UNION PACIFIC CORP    
G87052109 TE CONNECTIVITY PLC    

TY 2025 InvestmentsOtherSchedule2
Name:
FIRST LIEUTENANT P F CURETON JR FDN
EIN:
46-1584075
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
31641Q755 FIDELITY NEW MRKTS I AT COST 57,611 69,514
38147N269 GLDMN SCHS GQG PRT I AT COST 80,998 99,804
41152J108 EMBARK COMMODITY STR AT COST 96,737 98,537
41152J306 EMBARK SMALL CAP EQU      
46432F842 ISHARES CORE MSCI EA AT COST 182,600 208,621
46434G103 ISHARES CORE MSCI EM AT COST 53,138 72,463
56063N881 NYLI MACKAY HIGH YIL AT COST 134,423 133,660
693390700 PIMCO TOTAL RET FD-I AT COST 130,747 136,697
722005667 PIMCO COMMODITY REAL      
74256W584 PRINCIPAL MIDCAP FUN AT COST 92,546 91,151
74440Y884 PGIM HIGH YIELD-Q 10 AT COST 95,242 100,221
77956H435 T ROWE PR OVERSEAS S      
7RE000AZ1 133 AUGUSTA STREET G AT COST 2,010,000 540,000
872365713 TCW EMRG MRKTS INC-P AT COST 119,951 137,173
89155T490 TOUCHSTONE MID CAP-R AT COST 80,874 100,942
922908629 VANGUARD MIDCAP VIPE AT COST 104,669 135,823
94987W794 ALLSPRING CORE BOND      
9RE018033 659 SOUTH MAIN STREE AT COST 870,000 2,200,000
9WB042498 26 - 28 AUGUSTA STRE AT COST 198,430 967,000
9WB042506 126 & 128 AUGUSTA ST AT COST 407,368 1,936,000
9WB042530 ATT PARKING ON W ELF AT COST 195,000 945,000
9WB042688 27 MILLS ALLEY GREEN AT COST 114,750 945,000
057071854 BAIRD AGGREGATE BOND AT COST 190,551 195,064
256219106 DODGE & COX STOCK FU AT COST 128,487 128,439
381430503 GOLDMAN ACTIVEBETA U AT COST 154,589 175,655
464287150 ISHARES CORE S&P TOT AT COST 821,944 933,922
4812C0100 JP MORGAN CORE BOND- AT COST 200,875 202,622
969251636 WILLIAM BLAIR LRG CA AT COST 148,668 154,140

TY 2025 OtherDecreasesSchedule
Name:
FIRST LIEUTENANT P F CURETON JR FDN
EIN:
46-1584075
Description Amount
ROC ON CY SALES 181
PY RETURN OF CAPITAL ADJUSTMENT 848
TAX LOT BASIS ADJUSTMENT 640
ROUNDING 3


TY 2025 OtherExpensesSchedule
Name:
FIRST LIEUTENANT P F CURETON JR FDN
EIN:
46-1584075
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 12 12   0
Rent and Royalty Expense 136,080      


TY 2025 OtherIncreasesSchedule
Name:
FIRST LIEUTENANT P F CURETON JR FDN
EIN:
46-1584075
Description Amount
MUTUAL FUND TIMING ADJ 729


TY 2025 OtherLiabilitiesSchedule
Name:
FIRST LIEUTENANT P F CURETON JR FDN
EIN:
46-1584075
Description Beginning of Year - Book Value End of Year - Book Value
REFUNDABLE TENANT SECURITY DEPOSITS 16,125 16,125
TENANT RENT PAID IN ADVANCE 20,000 20,000


TY 2025 OtherProfessionalFeesSchedule
Name:
FIRST LIEUTENANT P F CURETON JR FDN
EIN:
46-1584075
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANT ADMIN FEE 13,570     13,570
INVESTMNT MNGMNT FEES (NON-DED 1,476 1,476    


TY 2025 TaxesSchedule
Name:
FIRST LIEUTENANT P F CURETON JR FDN
EIN:
46-1584075
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 857 857   0
FEDERAL TAX PAYMENT - PRIOR YE 1,263 0   0
FEDERAL ESTIMATES - PRINCIPAL 6,772 0   0
FOREIGN TAXES ON NONQUALIFIED 291 291   0