TY 2025 Form 990PF

- TIN:

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
ROBERT D AND ALMA MORETON FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address) 10 S DEARBORN IL1-0111
Room/suite

City or town
CHICAGO

State or province
IL

Country

ZIP or foreign postal code
60603

A Employer identification number

38-7008245

B Telephone number (see instructions)

8004962583

C If exemption application is pending, check here

G Check all that apply: Initial returnInitial return of a former public charity

Address change Name change

D 1. Foreign organizations, check here.............

2. Foreign organizations meeting the 85%
test, check here and attach computation ...

E If private foundation status was terminated
under section 507(b)(1)(A), check here .......

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$20,003,503J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .................
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	502,247		502,247
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		653,914
b	Gross sales price for all assets on line 6a 4,993,021
7	Capital gain net income (from Part IV, line 2)...			653,914
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).......	List of Attached Documents: // Content	1	1
12	Total. Add lines 1 through 11........	1,156,162		1,156,162
13	Compensation of officers, directors, trustees, etc.	174,469		96,521		77,948
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).......
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	2,500	2,500		0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	20,255	10,222		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..........	197,224		109,243	0	77,948
25	Contributions, gifts, grants paid.......	801,500				801,500
26	Total expenses and disbursements. Add lines 24 and 25 ................	998,724		109,243	0	879,448
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	157,438
b	Net investment income (if negative, enter -0-)			1,046,919
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	60,587	160,538	160,538
	2	Savings and temporary cash investments.........	122,026	95,996	95,996
	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).......	8,932,441	List of Attached Documents: // Content 8,508,099	14,157,043
	c	Investments—corporate bonds (attach schedule).......	5,041,128	List of Attached Documents: // Content 5,540,526	5,589,922
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )			List of Attached Documents: // Content 4
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	14,156,182	14,305,159	20,003,503
	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
		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........	14,156,182	14,305,159
	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).....	14,156,182	14,305,159
	30	Total liabilities and net assets/fund balances (see instructions).	14,156,182	14,305,159

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

14,156,182

Enter amount from Part I, line 27a .....................

157,438

Other increases not included in line 2 (itemize) Click to see attachment

List of Attached Documents:

// Content

11,818

Add lines 1, 2, and 3 ..........................

14,325,438

Decreases not included in line 2 (itemize) Click to see attachment

List of Attached Documents:

// Content

20,279

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..

14,305,159

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	. ALEXION PHARMACEUTICALS INC			2025-01-03
b	1. COSTCO WHSL CORP NEW		2021-10-27	2025-01-24
c	4. COSTCO WHSL CORP NEW		2021-10-27	2025-01-24
d	2. LILLY ELI & CO		2016-12-16	2025-01-27
e	87. MONSTER BEVERAGE CORP		2022-06-17	2025-01-27
	1. MONSTER BEVERAGE CORP		2022-06-17	2025-01-27
	37. MONSTER BEVERAGE CORP		2022-06-17	2025-01-27
	5. MONSTER BEVERAGE CORP		2022-06-17	2025-01-28
	1585. ISHARES TR S & P MIDCAP 400 INDEX FD		2023-02-28	2025-02-06
	1319. SPDR OIL & GAS EQUIP & SERV		2024-11-19	2025-02-06
	934. SPDR OIL & GAS EQUIP & SERV		2024-11-19	2025-02-06
	4981. VANECK GOLD MINERS ETF			2025-02-06
	585. VANECK SEMICONDUCTOR ETF			2025-02-06
	. VALEANT PHARMACEUTICALS INTE			2025-02-10
	15. APPLE COMPUTER INC		2024-06-05	2025-02-13
	5. NXP SEMICONDUCTORS NV		2024-11-13	2025-02-13
	2. NXP SEMICONDUCTORS NV		2019-02-19	2025-02-13
	3. NXP SEMICONDUCTORS NV			2025-02-13
	7. ABBVIE INC		2019-09-16	2025-02-19
	14. ALPHABET INC-CL C		2012-11-08	2025-02-19
	18. AMAZON COM INC		2015-03-12	2025-02-19
	4. AMERICAN EXPRESS CO		2018-07-18	2025-02-19
	19. APPLE COMPUTER INC		2024-06-05	2025-02-19
	23. BANK OF AMERICA CORPORATION		2023-12-18	2025-02-19
	1. BOOKING HOLDINGS INC		2020-10-05	2025-02-19
	11. BOSTON SCIENTIFIC CORP		2016-12-05	2025-02-19
	15. BRISTOL MYERS SQUIBB CO		2019-11-21	2025-02-19
	6. BROADCOM INC		2024-12-17	2025-02-19
	2. CADENCE DESIGN SYS INC		2024-11-13	2025-02-19
	10. CONOCOPHILLIPS		2021-03-03	2025-02-19
	1. COSTCO WHSL CORP NEW		2021-10-27	2025-02-19
	6. DISNEY WALT CO		2024-11-22	2025-02-19
	3. EXXON MOBIL CORP		2022-11-01	2025-02-19
	12. EXXON MOBIL CORP		2022-11-01	2025-02-19
	6. FACEBOOK INC-A			2025-02-19
	1803.738 FIDELITY INTL INDX			2025-02-19
	5. FISERV INC		2024-10-01	2025-02-19
	3. ARTHUR J GALLAGHER & CO		2021-04-28	2025-02-19
	3. HILTON WORLDWIDE HOLDINGS IN		2021-02-24	2025-02-19
	3. HONEYWELL INTL INC		2025-01-24	2025-02-19
	1. INTUITIVE SURGICAL INC NEW		2022-02-15	2025-02-19
	3858. ISHARES MSCI UNITED KINGDOM		2024-04-04	2025-02-19
	1. LILLY ELI & CO		2016-12-16	2025-02-19
	4. LOWES COS INC		2025-01-24	2025-02-19
	1. MARTIN MARIETTA MATLS INC		2023-11-08	2025-02-19
	5. MASTERCARD INC - CLASS A		2012-11-08	2025-02-19
	4. MCDONALDS CORP		2024-12-17	2025-02-19
	13. MICROSOFT CORP		2004-08-02	2025-02-19
	9. MONDELEZ INTERNATIONAL-W/I		2024-05-13	2025-02-19
	10. MORGAN STANLEY DEAN WITTER & CO NEW		2013-04-19	2025-02-19
	10. NEXTERA ENERGY INC		2024-09-12	2025-02-19
	3. NORFOLK SOUTHN CORP			2025-02-19
	41. NVIDIA CORP		2023-02-24	2025-02-19
	3. OLD DOMINION FREIGHT LINE INC COM		2021-09-09	2025-02-19
	9. OTIS WORLDWIDE CORP		2024-10-14	2025-02-19
	6. PEPSICO INC			2025-02-19
	6. PROGRESSIVE CORP OHIO		2022-04-07	2025-02-19
	1. REGENERON PHARMACEUTICALS INC		2021-01-28	2025-02-19
	2. S&P GLOBAL INC		2022-12-02	2025-02-19
	482. SPDR EURO STOXX 50 ETF		2024-03-01	2025-02-19
	2104. SPDR EURO STOXX 50 ETF		2023-12-14	2025-02-19
	3. SALESFORCE.COM INC		2024-03-20	2025-02-19
	13. SOUTHERN CO		2024-12-17	2025-02-19
	2. STRYKER CORP		2023-09-13	2025-02-19
	5. TJX COS INC NEW		2023-02-07	2025-02-19
	6. TEXAS INSTRS INC			2025-02-19
	4. UNITEDHEALTH GROUP INC		2012-11-08	2025-02-19
	3. WASTE CONNECTIONS INC		2016-07-26	2025-02-19
	18. WELLS FARGO & CO NEW		2020-12-15	2025-02-19
	1956. WISDOMTREE JAPAN HEDGED EQ		2024-11-19	2025-02-19
	3. EATON CORP PLC		2021-02-22	2025-02-19
	2. LINDE PLC		2018-12-11	2025-02-19
	1. ASML HOLDING NV-NY REG SHS		2024-11-13	2025-02-19
	3. NXP SEMICONDUCTORS NV		2019-02-19	2025-02-19
	13. HONEYWELL INTL INC		2025-01-24	2025-03-25
	1. HONEYWELL INTL INC		2012-12-07	2025-03-25
	3. HONEYWELL INTL INC		2012-12-07	2025-03-25
	14. HONEYWELL INTL INC		2012-12-07	2025-03-26
	5. HONEYWELL INTL INC		2012-12-07	2025-03-26
	7. HONEYWELL INTL INC		2012-12-07	2025-03-26
	6. HONEYWELL INTL INC		2012-12-07	2025-03-27
	5. HONEYWELL INTL INC		2012-12-07	2025-03-27
	29. APPLE COMPUTER INC			2025-04-04
	6013. ISHARES MSCI EUROPE FINANCIA		2024-06-14	2025-04-08
	5028. SPDR EURO STOXX 50 ETF		2023-12-14	2025-04-08
	13. APPLE COMPUTER INC		2024-04-12	2025-04-09
	1. APPLE COMPUTER INC		2024-03-20	2025-04-09
	35. NORFOLK SOUTHN CORP			2025-04-09
	18. NORFOLK SOUTHN CORP			2025-04-09
	4. REGENERON PHARMACEUTICALS INC		2021-01-28	2025-04-28
	64062.655 BLACKROCK HIGH YIELD-K			2025-04-30
	734. INVESCO QQQ TRUST SERIES 1			2025-04-30
	484. INVESCO QQQ TRUST SERIES 1			2025-04-30
	4256. ISHARES TR S & P MIDCAP 400 INDEX FD		2023-02-28	2025-04-30
	618. ISHARES MSCI JAPAN ETF		2021-03-03	2025-04-30
	189. VANECK SEMICONDUCTOR ETF			2025-04-30
	1220. VANGUARD EUROPEAN ETF		2025-02-19	2025-04-30
	28. EXXON MOBIL CORP		2022-11-01	2025-05-01
	32. EXXON MOBIL CORP			2025-05-01
	24. ALPHABET INC-CL C		2012-11-08	2025-05-22
	4. NXP SEMICONDUCTORS NV		2019-02-19	2025-05-22
	2. NXP SEMICONDUCTORS NV		2019-02-19	2025-05-22
	30. NXP SEMICONDUCTORS NV		2019-02-19	2025-05-22
	8. NXP SEMICONDUCTORS NV		2019-02-19	2025-05-22
	2. NXP SEMICONDUCTORS NV		2019-02-19	2025-05-22
	1. NXP SEMICONDUCTORS NV		2019-02-19	2025-05-22
	1. NXP SEMICONDUCTORS NV		2019-02-19	2025-05-23
	1. NXP SEMICONDUCTORS NV		2019-02-19	2025-05-23
	16. FISERV INC			2025-06-20
	30. FISERV INC			2025-06-20
	8. MASTERCARD INC - CLASS A		2012-11-08	2025-06-20
	8. REGENERON PHARMACEUTICALS INC			2025-06-20
	13. BROADCOM INC		2024-12-17	2025-07-11
	4. FISERV INC		2023-07-07	2025-07-11
	47. FISERV INC			2025-07-11
	23. INTUITIVE SURGICAL INC NEW			2025-07-11
	18. ABBVIE INC		2019-09-16	2025-07-18
	34. ALPHABET INC-CL C		2012-11-08	2025-07-18
	10. AMAZON COM INC		2025-05-22	2025-07-18
	39. AMAZON COM INC		2015-03-12	2025-07-18
	8. AMERICAN EXPRESS CO			2025-07-18
	42. APPLE COMPUTER INC			2025-07-18
	72. BANK OF AMERICA CORPORATION		2025-06-20	2025-07-18
	32. BOSTON SCIENTIFIC CORP		2016-12-05	2025-07-18
	42. BRISTOL MYERS SQUIBB CO		2019-11-21	2025-07-18
	15. BROADCOM INC			2025-07-18
	4. CADENCE DESIGN SYS INC			2025-07-18
	28. CANADIAN PACIFIC KANSAS CITY			2025-07-18
	27. CONOCOPHILLIPS		2021-03-03	2025-07-18
	1. COSTCO WHSL CORP NEW		2021-10-27	2025-07-18
	21. DISNEY WALT CO		2024-11-22	2025-07-18
	8. ECOLAB INC			2025-07-18
	31. EXXON MOBIL CORP			2025-07-18
	15. FACEBOOK INC-A		2014-07-25	2025-07-18
	8. ARTHUR J GALLAGHER & CO		2021-04-28	2025-07-18
	8. HILTON WORLDWIDE HOLDINGS IN		2021-02-24	2025-07-18
	7. HOWMET AEROSPACE INC		2025-03-25	2025-07-18
	22. INGERSOLL RAND INC		2025-07-11	2025-07-18
	1589. INVESCO S&P 500 EQUAL WEIGHT			2025-07-18
	12. JOHNSON & JOHNSON		2025-07-11	2025-07-18
	2. LILLY ELI & CO		2025-04-04	2025-07-18
	8. LOWES COS INC		2025-01-24	2025-07-18
	5. MARTIN MARIETTA MATLS INC			2025-07-18
	9. MASTERCARD INC - CLASS A		2012-11-08	2025-07-18
	6. MCDONALDS CORP		2024-12-17	2025-07-18
	5. MCDONALDS CORP		2024-05-17	2025-07-18
	8. MICROSOFT CORP		2025-04-09	2025-07-18
	27. MICROSOFT CORP		2004-08-02	2025-07-18
	23. MONDELEZ INTERNATIONAL-W/I		2024-05-13	2025-07-18
	26. MORGAN STANLEY DEAN WITTER & CO NEW		2013-04-19	2025-07-18
	16. NEXTERA ENERGY INC		2024-09-12	2025-07-18
	11. NEXTERA ENERGY INC		2016-10-18	2025-07-18
	22. NVIDIA CORP		2025-04-04	2025-07-18
	89. NVIDIA CORP			2025-07-18
	8. OLD DOMINION FREIGHT LINE INC COM			2025-07-18
	22. OTIS WORLDWIDE CORP			2025-07-18
	9. PEPSICO INC		2024-09-12	2025-07-18
	5. PEPSICO INC		2014-10-13	2025-07-18
	15. PROGRESSIVE CORP OHIO		2022-04-07	2025-07-18
	4. S&P GLOBAL INC		2022-12-02	2025-07-18
	11. SALESFORCE.COM INC		2024-03-20	2025-07-18
	4. SHERWIN WILLIAMS CO		2024-11-22	2025-07-18
	19. SOUTHERN CO		2025-04-04	2025-07-18
	20. SOUTHERN CO			2025-07-18
	6. STRYKER CORP		2023-09-13	2025-07-18
	12. TJX COS INC NEW		2023-02-07	2025-07-18
	8. TAIWAN SEMICONDUCTOR MFG CO LTD		2025-06-20	2025-07-18
	19. TEXAS INSTRS INC			2025-07-18
	4. THERMO ELECTRON CORP		2024-01-29	2025-07-18
	10. UNITEDHEALTH GROUP INC		2012-11-08	2025-07-18
	14. WAL MART STORES INC			2025-07-18
	9. WASTE CONNECTIONS INC		2016-07-26	2025-07-18
	45. WELLS FARGO & CO NEW		2025-06-20	2025-07-18
	9. WELLS FARGO & CO NEW		2020-12-15	2025-07-18
	8. EATON CORP PLC			2025-07-18
	7. LINDE PLC		2018-12-11	2025-07-18
	2. TRANE TECHNOLOGIES PLC		2025-03-25	2025-07-18
	2. ASML HOLDING NV-NY REG SHS		2024-11-13	2025-07-18
	1. INGERSOLL RAND INC		2025-07-11	2025-08-01
	7. INGERSOLL RAND INC		2025-07-11	2025-08-01
	63. INGERSOLL RAND INC		2021-05-14	2025-08-01
	94. BRISTOL MYERS SQUIBB CO		2019-11-21	2025-08-21
	21. BRISTOL MYERS SQUIBB CO		2019-11-21	2025-08-21
	1. OTIS WORLDWIDE CORP		2024-10-02	2025-08-21
	21. OTIS WORLDWIDE CORP			2025-08-21
	4. OTIS WORLDWIDE CORP		2024-10-01	2025-08-21
	14. OTIS WORLDWIDE CORP		2024-10-01	2025-08-21
	10. OTIS WORLDWIDE CORP		2024-10-01	2025-08-22
	32. OTIS WORLDWIDE CORP			2025-08-22
	1. OTIS WORLDWIDE CORP		2024-11-04	2025-08-22
	17. OTIS WORLDWIDE CORP			2025-08-22
	22. OTIS WORLDWIDE CORP			2025-08-22
	1. BOOKING HOLDINGS INC		2020-06-24	2025-09-08
	10. BOSTON SCIENTIFIC CORP		2016-12-05	2025-09-08
	12. BOSTON SCIENTIFIC CORP		2016-12-05	2025-09-08
	21. CONOCOPHILLIPS		2021-03-03	2025-09-08
	14. CONOCOPHILLIPS		2021-03-03	2025-09-08
	8. SALESFORCE.COM INC		2024-03-20	2025-09-08
	7. SALESFORCE.COM INC		2024-03-20	2025-09-08
	4. LINDE PLC		2018-12-11	2025-09-08
	3. LINDE PLC		2018-12-11	2025-09-08
	8. BOSTON SCIENTIFIC CORP		2016-12-05	2025-09-09
	33. BRISTOL MYERS SQUIBB CO		2024-10-01	2025-09-11
	49. BRISTOL MYERS SQUIBB CO		2019-11-21	2025-09-11
	13. INGERSOLL RAND INC		2021-05-14	2025-09-11
	2. INGERSOLL RAND INC		2021-05-14	2025-09-11
	2. INGERSOLL RAND INC		2021-05-14	2025-09-11
	32. INGERSOLL RAND INC			2025-09-11
	5. SALESFORCE.COM INC			2025-09-11
	5. SALESFORCE.COM INC		2024-10-01	2025-09-11
	4. SALESFORCE.COM INC		2024-04-12	2025-09-11
	30. BRISTOL MYERS SQUIBB CO		2024-10-01	2025-09-12
	28. CONOCOPHILLIPS		2021-03-03	2025-09-23
	14. SALESFORCE.COM INC		2024-10-01	2025-09-23
	12. SALESFORCE.COM INC			2025-09-23
	171.634 FIDELITY 500 INDEX FUND		2024-11-19	2025-09-30
	3438. ISHARES TR 7-10 YR TREAS INDEX FD			2025-09-30
	1695. ISHARES CORE MSCI EMERGING			2025-09-30
	19. PROGRESSIVE CORP OHIO			2025-10-10
	44. WELLS FARGO & CO NEW		2020-12-15	2025-10-10
	2. SHERWIN WILLIAMS CO		2024-11-22	2025-10-17
	10. SHERWIN WILLIAMS CO		2024-11-22	2025-10-17
	1. SHERWIN WILLIAMS CO		2024-11-22	2025-10-17
	2. SHERWIN WILLIAMS CO		2024-11-22	2025-10-17
	11. CANADIAN PACIFIC KANSAS CITY			2025-11-03
	61. CANADIAN PACIFIC KANSAS CITY		2025-04-09	2025-11-03
	54. CANADIAN PACIFIC KANSAS CITY		2025-04-09	2025-11-03
	2. MCDONALDS CORP		2024-05-17	2025-11-03
	8. MCDONALDS CORP			2025-11-03
	25. CANADIAN PACIFIC KANSAS CITY			2025-11-04
	1. CANADIAN PACIFIC KANSAS CITY		2025-04-09	2025-11-04
	3. CANADIAN PACIFIC KANSAS CITY		2025-04-09	2025-11-04
	35. CONOCOPHILLIPS		2021-03-03	2025-11-21
	1. MARTIN MARIETTA MATLS INC		2023-09-25	2025-11-21
	7. BROADCOM INC		2025-09-11	2025-11-24
	1. MARTIN MARIETTA MATLS INC		2023-09-25	2025-11-24
	2. ASML HOLDING NV-NY REG SHS		2020-03-05	2025-11-24
	1. MARTIN MARIETTA MATLS INC		2023-09-25	2025-11-25
	2. MARTIN MARIETTA MATLS INC		2023-09-25	2025-11-26
	1517. VANGUARD EUROPEAN ETF		2025-02-19	2025-12-02
	11. MONDELEZ INTERNATIONAL-W/I			2025-12-03
	17. MONDELEZ INTERNATIONAL-W/I		2012-12-07	2025-12-03
	4. PEPSICO INC		2014-10-13	2025-12-03
	12. PEPSICO INC		2014-10-13	2025-12-03
	7. SOUTHERN CO		2024-12-17	2025-12-03
	9. SOUTHERN CO		2024-12-17	2025-12-03
	5. SOUTHERN CO			2025-12-03
	7. ABBVIE INC		2019-09-16	2025-12-17
	14. ALPHABET INC-CL C		2012-11-08	2025-12-17
	21. AMAZON COM INC			2025-12-17
	4. AMERICAN EXPRESS CO		2018-07-18	2025-12-17
	3. AMPHENOL CORP NEW CL A		2025-11-24	2025-12-17
	21. APPLE COMPUTER INC		2025-09-08	2025-12-17
	7. BANK OF AMERICA CORPORATION		2025-06-20	2025-12-17
	24. BANK OF AMERICA CORPORATION		2023-12-18	2025-12-17
	11. BOSTON SCIENTIFIC CORP		2016-12-05	2025-12-17
	7. BROADCOM INC			2025-12-17
	25. CSX CORP			2025-12-17
	2. CADENCE DESIGN SYS INC		2024-11-13	2025-12-17
	4. CONOCOPHILLIPS		2021-03-03	2025-12-17
	1. COSTCO WHSL CORP NEW		2021-10-27	2025-12-17
	11. DISNEY WALT CO		2024-11-22	2025-12-17
	9. EQT CORPORATION			2025-12-17
	4. ECOLAB INC		2025-10-17	2025-12-17
	5. ENTERGY CORP NEW			2025-12-17
	13. EXXON MOBIL CORP		2023-06-08	2025-12-17
	5. FACEBOOK INC-A		2014-07-25	2025-12-17
	799.879 FIDELITY INTL INDX			2025-12-17
	772.6 FIDELITY 500 INDEX FUND		2024-11-19	2025-12-17
	3. ARTHUR J GALLAGHER & CO		2021-04-28	2025-12-17
	4. HILTON WORLDWIDE HOLDINGS IN		2021-02-24	2025-12-17
	5. HOWMET AEROSPACE INC			2025-12-17
	1. INTUIT		2025-09-23	2025-12-17
	706. JPMORGAN BETABUILDERS CANADA		2025-02-06	2025-12-17
	10. JOHNSON & JOHNSON		2025-10-10	2025-12-17
	1. LILLY ELI & CO		2016-12-16	2025-12-17
	7. LOWES COS INC		2025-09-08	2025-12-17
	1. MARTIN MARIETTA MATLS INC		2023-09-25	2025-12-17
	4. MASTERCARD INC - CLASS A		2025-10-10	2025-12-17
	1. MASTERCARD INC - CLASS A		2012-11-08	2025-12-17
	3. MCDONALDS CORP		2019-06-10	2025-12-17
	15. MICROSOFT CORP		2004-08-02	2025-12-17
	8. MONDELEZ INTERNATIONAL-W/I		2012-12-07	2025-12-17
	11. MORGAN STANLEY DEAN WITTER & CO NEW		2013-04-19	2025-12-17
	16. NEXTERA ENERGY INC		2025-10-10	2025-12-17
	48. NVIDIA CORP		2017-10-03	2025-12-17
	4. OLD DOMINION FREIGHT LINE INC COM		2021-09-09	2025-12-17
	5. PEPSICO INC		2014-10-13	2025-12-17
	6. PROGRESSIVE CORP OHIO		2022-04-07	2025-12-17
	1. S&P GLOBAL INC		2022-12-02	2025-12-17
	727. SECTOR SPDR TR		2025-02-06	2025-12-17
	90. SECTOR SPDR TR		2024-11-19	2025-12-17
	176. SECTOR SPDR SHS BEN INT TECHNOLOGY		2025-07-18	2025-12-17
	86. STATE STREET COMMUNICATION SER		2025-04-30	2025-12-17
	1. SERVICENOW INC		2025-09-08	2025-12-17
	15. SOUTHERN CO		2024-05-17	2025-12-17
	2. STRYKER CORP		2023-09-13	2025-12-17
	5. TJX COS INC NEW		2023-02-07	2025-12-17
	4. TAIWAN SEMICONDUCTOR MFG CO LTD		2025-06-20	2025-12-17
	9. TEXAS INSTRS INC		2025-05-22	2025-12-17
	2. THERMO ELECTRON CORP			2025-12-17
	5. UNITEDHEALTH GROUP INC		2012-11-08	2025-12-17
	839. VANGUARD EUROPEAN ETF		2025-02-19	2025-12-17
	7. WAL MART STORES INC			2025-12-17
	4. WASTE CONNECTIONS INC		2016-07-26	2025-12-17
	22. WELLS FARGO & CO NEW		2020-12-15	2025-12-17
	4. EATON CORP PLC			2025-12-17
	2. LINDE PLC			2025-12-17
	2. TRANE TECHNOLOGIES PLC			2025-12-17
	1. ASML HOLDING NV-NY REG SHS		2020-03-05	2025-12-17
	1. CONOCOPHILLIPS		2021-03-03	2025-12-24
	6. CONOCOPHILLIPS			2025-12-24
	19. CONOCOPHILLIPS		2021-03-03	2025-12-24
	6. PROGRESSIVE CORP OHIO			2025-12-24
	1. CONOCOPHILLIPS		2021-03-03	2025-12-26
	10. CONOCOPHILLIPS			2025-12-26
	9. CONOCOPHILLIPS		2021-03-03	2025-12-26
	5. PROGRESSIVE CORP OHIO		2022-06-30	2025-12-26
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	43		43
b	940	488	452
c	3,759	1,954	1,805
d	1,600	145	1,455
e	4,303	3,847	456
	50	44	6
	1,840	1,636	204
	244	221	23
	102,689	82,270	20,419
	104,548	108,603	-4,055
	74,003	76,903	-2,900
	204,808	162,860	41,948
	145,261	135,625	9,636
	40		40
	3,556	2,945	611
	1,095	1,118	-23
	434	186	248
	654	278	376
	1,380	495	885
	2,620	231	2,389
	4,077	336	3,741
	1,239	412	827
	4,655	3,730	925
	1,058	774	284
	5,104	1,707	3,397
	1,161	228	933
	823	839	-16
	1,371	1,430	-59
	549	613	-64
	995	537	458
	1,062	488	574
	668	693	-25
	331	334	-3
	1,323	1,336	-13
	4,224	593	3,631
	92,730	82,393	10,337
	1,181	907	274
	982	420	562
	809	379	430
	632	680	-48
	609	288	321
	141,295	131,278	10,017
	867	73	794
	985	1,049	-64
	521	451	70
	2,844	232	2,612
	1,206	1,187	19
	5,393	369	5,024
	557	646	-89
	1,406	205	1,201
	690	836	-146
	747	387	360
	5,709	947	4,762
	616	431	185
	883	949	-66
	874	1,056	-182
	1,619	704	915
	686	509	177
	1,084	721	363
	26,227	24,547	1,680
	114,486	100,692	13,794
	973	913	60
	1,125	1,081	44
	776	592	184
	617	399	218
	1,178	329	849
	2,041	217	1,824
	563	149	414
	1,447	534	913
	214,624	214,138	486
	927	391	536
	924	321	603
	744	663	81
	737	278	459
	2,756	2,947	-191
	212	59	153
	635	176	459
	2,999	823	2,176
	1,067	294	773
	1,492	411	1,081
	1,286	353	933
	1,068	294	774
	5,720	5,219	501
	148,953	131,970	16,983
	242,959	240,628	2,331
	2,314	2,295	19
	178	176	2
	7,406	4,360	3,046
	3,726	2,135	1,591
	2,417	2,028	389
	449,079	462,652	-13,573
	348,982	385,914	-36,932
	230,119	81,450	148,669
	242,181	220,908	21,273
	44,139	42,358	1,781
	39,930	42,922	-2,992
	88,942	85,162	3,780
	2,980	3,118	-138
	3,413	3,547	-134
	4,223	396	3,827
	825	370	455
	398	185	213
	5,991	2,776	3,215
	1,584	740	844
	398	185	213
	200	93	107
	191	93	98
	192	93	99
	2,612	2,770	-158
	4,898	3,763	1,135
	4,252	371	3,881
	4,076	4,053	23
	3,570	3,099	471
	662	502	160
	7,822	5,849	1,973
	11,776	6,344	5,432
	3,431	1,272	2,159
	6,317	561	5,756
	2,247	2,026	221
	8,762	728	8,034
	2,451	824	1,627
	8,858	3,944	4,914
	3,392	3,279	113
	3,336	662	2,674
	2,006	2,348	-342
	4,232	3,575	657
	1,268	1,226	42
	2,170	2,285	-115
	2,484	1,451	1,033
	957	488	469
	2,540	2,427	113
	2,150	2,149	1
	3,389	3,427	-38
	10,504	1,130	9,374
	2,512	1,119	1,393
	2,182	1,012	1,170
	1,332	962	370
	1,887	1,943	-56
	292,662	234,145	58,517
	1,976	1,873	103
	1,547	1,514	33
	1,746	2,097	-351
	2,781	2,214	567
	4,974	418	4,556
	1,787	1,780	7
	1,489	1,361	128
	4,083	2,878	1,205
	13,780	767	13,013
	1,611	1,651	-40
	3,670	534	3,136
	1,218	1,337	-119
	837	344	493
	3,786	2,128	1,658
	15,317	920	14,397
	1,293	1,147	146
	2,184	2,308	-124
	1,299	1,579	-280
	722	476	246
	3,701	1,759	1,942
	2,097	1,441	656
	2,858	3,347	-489
	1,354	1,548	-194
	1,788	1,739	49
	1,882	1,755	127
	2,345	1,776	569
	1,470	958	512
	1,914	1,675	239
	4,127	3,988	139
	1,670	2,217	-547
	2,843	541	2,302
	1,333	1,398	-65
	1,650	447	1,203
	3,608	3,393	215
	722	267	455
	3,058	1,038	2,020
	3,239	1,124	2,115
	900	727	173
	1,477	1,327	150
	76	88	-12
	530	618	-88
	4,770	3,049	1,721
	4,561	5,255	-694
	1,024	1,174	-150
	88	104	-16
	1,854	2,178	-324
	350	415	-65
	1,227	1,452	-225
	889	1,037	-148
	2,842	3,257	-415
	89	100	-11
	1,512	1,692	-180
	1,945	2,188	-243
	5,600	1,615	3,985
	1,083	207	876
	1,297	248	1,049
	1,914	1,128	786
	1,273	752	521
	2,011	2,434	-423
	1,758	2,130	-372
	1,893	643	1,250
	1,420	482	938
	868	166	702
	1,572	1,737	-165
	2,334	2,739	-405
	1,065	629	436
	162	97	65
	163	97	66
	2,597	1,545	1,052
	1,228	1,505	-277
	1,232	1,355	-123
	986	1,183	-197
	1,415	1,579	-164
	2,621	1,504	1,117
	3,440	3,793	-353
	2,948	3,017	-69
	39,984	35,324	4,660
	331,612	340,561	-8,949
	111,726	91,757	19,969
	4,569	2,227	2,342
	3,432	1,306	2,126
	660	774	-114
	3,307	3,871	-564
	331	387	-56
	661	774	-113
	778	833	-55
	4,311	4,204	107
	3,807	3,722	85
	592	544	48
	2,367	1,822	545
	1,762	1,685	77
	70	67	3
	211	202	9
	3,062	1,881	1,181
	605	409	196
	2,618	2,545	73
	603	409	194
	1,980	585	1,395
	615	409	206
	1,245	817	428
	123,613	105,894	17,719
	616	414	202
	949	424	525
	596	381	215
	1,778	1,143	635
	619	582	37
	786	748	38
	437	398	39
	1,576	495	1,081
	4,206	231	3,975
	4,696	386	4,310
	1,509	412	1,097
	380	414	-34
	5,735	5,024	711
	382	319	63
	1,311	807	504
	1,042	228	814
	2,258	2,541	-283
	909	896	13
	626	613	13
	375	215	160
	861	488	373
	1,221	1,271	-50
	484	516	-32
	1,049	1,104	-55
	459	473	-14
	1,512	1,406	106
	3,285	377	2,908
	49,145	36,298	12,847
	180,827	159,009	21,818
	753	420	333
	1,163	506	657
	964	920	44
	667	699	-32
	64,828	51,845	12,983
	2,100	1,904	196
	1,051	73	978
	1,737	1,905	-168
	617	409	208
	2,276	2,236	40
	569	46	523
	950	603	347
	7,181	426	6,755
	428	199	229
	1,924	226	1,698
	1,278	1,335	-57
	8,263	215	8,048
	622	572	50
	748	476	272
	1,357	701	656
	509	360	149
	39,705	37,895	1,810
	4,915	4,473	442
	24,530	22,959	1,571
	9,958	8,208	1,750
	791	941	-150
	1,299	1,193	106
	705	592	113
	777	399	378
	1,106	837	269
	1,572	1,635	-63
	1,137	1,098	39
	1,659	271	1,388
	69,297	58,566	10,731
	812	688	124
	704	198	506
	2,043	653	1,390
	1,263	512	751
	844	318	526
	767	873	-106
	1,024	292	732
	92	54	38
	554	321	233
	1,753	1,009	744
	1,366	699	667
	92	53	39
	913	529	384
	829	475	354
	1,136	581	555
			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
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			19,957
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			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
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			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
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			19,957
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			19,957
			19,957
			19,957
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			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
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			19,957
			19,957
			19,957
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			19,957
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			19,957
			19,957
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			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
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			19,957
			19,957
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			19,957
			19,957
			19,957
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			19,957
			19,957
			19,957
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			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
			19,957
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			19,957

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			43
b			452
c			1,805
d			1,455
e			456
			6
			204
			23
			20,419
			-4,055
			-2,900
			41,948
			9,636
			40
			611
			-23
			248
			376
			885
			2,389
			3,741
			827
			925
			284
			3,397
			933
			-16
			-59
			-64
			458
			574
			-25
			-3
			-13
			3,631
			10,337
			274
			562
			430
			-48
			321
			10,017
			794
			-64
			70
			2,612
			19
			5,024
			-89
			1,201
			-146
			360
			4,762
			185
			-66
			-182
			915
			177
			363
			1,680
			13,794
			60
			44
			184
			218
			849
			1,824
			414
			913
			486
			536
			603
			81
			459
			-191
			153
			459
			2,176
			773
			1,081
			933
			774
			501
			16,983
			2,331
			19
			2
			3,046
			1,591
			389
			-13,573
			-36,932
			148,669
			21,273
			1,781
			-2,992
			3,780
			-138
			-134
			3,827
			455
			213
			3,215
			844
			213
			107
			98
			99
			-158
			1,135
			3,881
			23
			471
			160
			1,973
			5,432
			2,159
			5,756
			221
			8,034
			1,627
			4,914
			113
			2,674
			-342
			657
			42
			-115
			1,033
			469
			113
			1
			-38
			9,374
			1,393
			1,170
			370
			-56
			58,517
			103
			33
			-351
			567
			4,556
			7
			128
			1,205
			13,013
			-40
			3,136
			-119
			493
			1,658
			14,397
			146
			-124
			-280
			246
			1,942
			656
			-489
			-194
			49
			127
			569
			512
			239
			139
			-547
			2,302
			-65
			1,203
			215
			455
			2,020
			2,115
			173
			150
			-12
			-88
			1,721
			-694
			-150
			-16
			-324
			-65
			-225
			-148
			-415
			-11
			-180
			-243
			3,985
			876
			1,049
			786
			521
			-423
			-372
			1,250
			938
			702
			-165
			-405
			436
			65
			66
			1,052
			-277
			-123
			-197
			-164
			1,117
			-353
			-69
			4,660
			-8,949
			19,969
			2,342
			2,126
			-114
			-564
			-56
			-113
			-55
			107
			85
			48
			545
			77
			3
			9
			1,181
			196
			73
			194
			1,395
			206
			428
			17,719
			202
			525
			215
			635
			37
			38
			39
			1,081
			3,975
			4,310
			1,097
			-34
			711
			63
			504
			814
			-283
			13
			13
			160
			373
			-50
			-32
			-55
			-14
			106
			2,908
			12,847
			21,818
			333
			657
			44
			-32
			12,983
			196
			978
			-168
			208
			40
			523
			347
			6,755
			229
			1,698
			-57
			8,048
			50
			272
			656
			149
			1,810
			442
			1,571
			1,750
			-150
			106
			113
			378
			269
			-63
			39
			1,388
			10,731
			124
			506
			1,390
			751
			526
			-106
			732
			38
			233
			744
			667
			39
			384
			354
			555

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	653,914
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 .........................		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.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	14,552
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	14,552
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	14,552
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	7,552
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	7,552
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	7,000
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)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. $ (2) On foundation managers.$

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers.$

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website addressn/a

The books are in care ofJP MORGAN CHASE BANK NA Telephone no. (800) 496-2583

Located at10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+460603

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 ........

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........

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? .............

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)):

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?....................

If "Yes," list the years 20, 20, 20, 20

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.) ..............

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

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.).....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2025)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check .........

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
JP MORGAN CHASE BANK NA	Trustee 2	174,469
10 S DEARBORN ST MC IL 1-0111 Chicago,IL60603	Trustee 2	174,469

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)

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 arrow

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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

18,871,006

Average of monthly cash balances.......................

306,609

Fair market value of all other assets (see instructions)................

Total (add lines 1a, 1b, and 1c).......................

19,177,619

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

19,177,619

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

287,664

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

18,889,955

Minimum investment return. Enter 5% (0.05) of line 5 ................

944,498

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.)

Minimum investment return from Part IX, line 6..................

944,498

Tax on investment income for 2025 from Part V, line 5 .......

14,552

Income tax for 2025. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

14,552

Distributable amount before adjustments. Subtract line 2c from line 1............

929,946

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

929,946

Deduction from distributable amount (see instructions) .................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

929,946

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........

879,448

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

879,448

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					929,946
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......				801,435
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: $ 879,448
a Applied to 2024, but not more than line 2a				801,435
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.....					78,013
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 ..........					851,933
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)

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 4942(j)(3) or4942(j)(5)

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	(e) Total

b 85% (0.85) of line 2a .......
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, 3b, or 3c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

NONE

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

NONE

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

JP MORGAN CHASE BANK
10 S DEARBORN
CHICAGO,IL60603
(800) 496-2583
www.jpmorgan.com/onlinegrants

bThe form in which applications should be submitted and information and materials they should include:

www.jpmorgan.com/onlinegrants

cAny submission deadlines:

none

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

IRC Section 501 (c) (3) organizations

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
PRESBYTERIAN NIGHT SHELTER 2400 CYPRESS STREET FORT WORTH,TX76102	NONE		GENERAL OPERATING	55,000
Union Gospel Mission of Tarrant County PO BOX 1957 Fort Worth,TX76101	NONE		GENERAL	125,000
FNDN FOR THE YOUNG WOMEN'S LEADERSHIP ACADEMY OF FORT WORTH 401 E 8TH ST FORT WORTH,TX76102	NONE		GENERAL	30,000
COMMUNITY HEALTHCARE OF TEXAS 6100 WESTERN PLACE STE 105 FORT WORTH,TX76107	NONE		GENERAL	20,000
MUSCULAR DYSTROPHY ASSOCIATION 1016 W JACKSON BLVD 1073 STE 3550 CHICAGO,IL60607	NONE		GENERAL OPERATING	25,000
FORT WORTH JUNIOR GOLF FOUNDATION INC PO BOX 4767 FORT WORTH,TX76164	NONE		GENERAL	50,000
6 Stones Mission Network 209 N INDUSTRIAL BLVD STE 241 Bedford,TX76201	NONE		GENERAL	25,000
ALLIANCE FOR CHILDREN INC 908 SOUTHLAND AVENUE FORT WORTH,TX76104	NONE		GENERAL	50,000
WHAT ABOUT REMEMBERING ME CENTER INC 809 LIPCOMB STREET FORT WORTH,TX76104	NONE		GENERAL	6,500
RIVERTREE ACADEMY 5548 KILPATRICK AVENUE FORT WORTH,TX76107	NONE		GENERAL	25,000
FORT WORTH AREA HABITAT FOR HUMANITY INC 9333 N NORMANDALE STREET FORT WORTH,TX76116	NONE		GENERAL	25,000
CANCER CARE SERVICES 623 SOUTH HENDERSON STREET FORT WORTH,TX76104	NONE		GENERAL	50,000
UNITED WAY OF METRO TARRANT COUNTY 1500 N MAIN ST STE 200 FORT WORTH,TX76164	NONE		GENERAL	50,000
DAY RESOURCE CENTER FOR THE HOMELESS PO BOX 0871 FORT WORTH,TX76101	NONE		GENERAL	35,000
TEXAS BALLET THEATER 1540 MALL CIR FORT WORTH,TX76116	NONE		GENERAL	100,000
CATHOLIC CHARITIES OF FORT WORTH 249 W THORNHILL DR FORT WORTH,TX76115	NONE		GENERAL	100,000
MEALS ON WHEELS OF TARRANT COUNTY 5740 AIRPORT FREEWAY FORT WORTH,TX76117	NONE		GENERAL	30,000
Total ................................. 3a				801,500

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	502,247
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	653,914
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aROYALTY INCOME			15	1
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				1,156,162

13Total. Add line 12, columns (b), (d), and (e)..................

1,156,162

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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. Yes No
	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

Name of Bond	End of Year Book Value	End of Year Fair Market Value
921937603 VANGUARD TTL BD MKT	2,567,472	2,586,401
693390700 PIMCO TOTAL RETURN F	792,297	780,821
256210105 DODGE & COX INCOME-I	1,173,010	1,226,300
464287440 ISHARES 7-10 YEAR TR	557,930	547,824
09260B614 BLACKROCK HIGH YIELD	449,817	448,576

Name of Stock	End of Year Book Value	End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO	2,696	12,491
110122108 BRISTOL-MYERS SQUIBB
438516106 HONEYWELL INTERNATIO
532457108 ELI LILLY AND COMPAN	873	12,896
548661107 LOWE'S COS INC	10,063	17,122
594918104 MICROSOFT CORP	4,974	84,634
609207105 MONDELEZ INTERNATION	2,268	4,899
617446448 MORGAN STANLEY	2,691	23,256
713448108 PEPSICO INC	5,140	7,894
882508104 TEXAS INSTRUMENTS IN	6,266	17,002
949746101 WELLS FARGO & CO	6,857	21,529
02079K107 ALPHABET INC-CL C	2,838	53,974
30303M102 META PLATFORMS INC-C	5,704	50,167
46434G822 ISHARES MSCI JAPAN E	436,734	595,538
57636Q104 MASTERCARD INC - A	2,413	29,686
65339F101 NEXTERA ENERGY INC	5,551	12,765
91324P102 UNITEDHEALTH GROUP I	2,815	17,166
94106B101 WASTE CONNECTIONS IN	2,279	8,067
023135106 AMAZON.COM INC	4,473	57,013
037833100 APPLE INC	8,901	67,149
060505104 BANK OF AMERICA CORP	3,801	20,075
655844108 NORFOLK SOUTHERN COR
67066G104 NVIDIA CORP	2,512	104,627
025816109 AMERICAN EXPRESS CO	4,230	15,538
315911727 FIDELITY INTL INDX	505,310	727,419
315911750 FIDELITY 500 INDEX F	2,753,818	5,604,496
46090E103 INVESCO QQQ TRUST SE	280,511	836,076
46434G103 ISHARES CORE MSCI EM	1,121,337	1,475,008
92189F106 VANECK GOLD MINERS E
00287Y109 ABBVIE INC	6,361	20,564
337738108 FISERV INC
580135101 MCDONALD'S CORP	9,050	13,753
81369Y209 STATE STREET HEALTH	131,041	197,989
N6596X109 NXP SEMICONDUCTORS N
09857L108 BOOKING HOLDINGS INC	6,460	21,421
461202103 INTUIT INC	8,916	8,611
883556102 THERMO FISHER SCIENT	9,696	13,327
N07059210 ASML HOLDING NV-NY R	1,754	6,419
20825C104 CONOCOPHILLIPS
22160K105 COSTCO WHOLESALE COR	3,903	6,899
363576109 ARTHUR J GALLAGHER &	5,287	9,834
43300A203 HILTON WORLDWIDE HOL	5,001	11,490
45687V106 INGERSOLL RAND INC
46120E602 INTUITIVE SURGICAL I
679580100 OLD DOMINION FREIGHT	5,275	6,272
75886F107 REGENERON PHARMACEUT
922042874 VANGUARD FTSE EUROPE	1,005,048	1,341,439
G29183103 EATON CORP PLC	5,250	13,059
30231G102 EXXON MOBIL CORP	7,256	19,014
61174X109 MONSTER BEVERAGE COR
743315103 PROGRESSIVE CORP	5,337	10,475
78409V104 S&P GLOBAL INC	7,014	10,452
04314H857 ARTISAN INTL VAL-INS	327,853	393,848
46137V357 INVESCO S&P 500 EQUA
464287507 ISHARES CORE S&P MID
573284106 MARTIN MARIETTA MATE	6,944	10,585
78463X202 SPDR EURO STOXX 50 E
842587107 THE SOUTHERN COMPANY	12,472	15,173
863667101 STRYKER CORP	7,975	9,490
872540109 TJX COMPANIES INC	4,950	9,524
97717W851 WISDOMTREE JAPAN HED
G54950103 LINDE PLC	4,711	12,792
11135F101 BROADCOM INC	20,103	28,726
127387108 CADENCE DESIGN SYS I	6,127	6,252
254687106 WALT DISNEY CO/THE	14,192	14,221
464289180 ISHARES MSCI EUROPE
46435G334 ISHARES MSCI UNITED
46641Q225 JPMORGAN BETABUILDER	294,430	401,667
68902V107 OTIS WORLDWIDE CORP
78468R549 SPDR OIL & GAS EQUIP
79466L302 SALESFORCE INC
81369Y407 STATE STREET CONSUME	92,114	106,753
81369Y605 STATE STREET FINANCI	233,528	297,237
81369Y704 STATE STREET INDUSTR	131,813	146,588
824348106 SHERWIN-WILLIAMS CO/
92189F676 VANECK SEMICONDUCTOR
032095101 AMPHENOL CORP-CL A	9,488	9,325
126408103 CSX CORP	10,449	10,585
26884L109 EQT CORP	9,217	8,844
278865100 ECOLAB INC	11,602	11,813
29364G103 ENTERGY CORP	5,627	5,546
443201108 HOWMET AEROSPACE INC	11,203	14,556
46641Q233 JPMORGAN BETABUILDER	183,862	203,468
478160104 JOHNSON & JOHNSON	16,791	21,109
81369Y308 STATE STREET CONSUME	47,647	45,754
81369Y506 STATE STREET ENERGY	44,913	45,336
81369Y803 STATE STREET TECHNOL	331,125	449,186
81369Y852 STATE STREET COMMUNI	80,842	99,709
81369Y886 STATE STREET UTILITI	141,167	148,647
81762P102 SERVICENOW INC	10,299	8,425
874039100 TAIWAN SEMICONDUCTOR	8,546	13,067
931142103 WALMART INC	8,088	9,247
G8994E103 TRANE TECHNOLOGIES P	12,317	12,065

Description	Amount
2025 TRANSACTION POSTED IN 2026	14,253
ADJUSTMENT TO INCOME	11
COST BASIS ADJUSTMENT	6,011
ROUNDING	4

Category	Amount	Net Investment Income
FOREIGN TAXES	142	142
FEDERAL TAX PAYMENT - PRIOR YE	2,481	0
FEDERAL ESTIMATES - INCOME	7,552	0
FOREIGN TAXES ON QUALIFIED FOR	6,897	6,897
FOREIGN TAXES ON NONQUALIFIED	3,183	3,183