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
HELEN'S PARK TRUST XXXXX3005
 
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

76-6082823
B Telephone number (see instructions)

8004962583
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)$8,017,393J 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... 178,183 178,183 178,183
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 790,270
b Gross sales price for all assets on line 6a 1,381,667
7 Capital gain net income (from Part IV, line 2)... 790,270
8 Net short-term capital gain......... 6,305
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,211 20,211 20,211
12 Total. Add lines 1 through 11........ 988,664 988,664 204,699
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 72,030 43,800   28,230
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).... Click to see attachment
List of Attached Documents:
// Content
2,539 2,539 2,539 0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,183 9,183 9,183 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
617,703 4,778 192,977 424,726
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 701,455 60,300 204,699 452,956
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 ................ 701,455 60,300 204,699 452,956
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 287,209
b Net investment income (if negative, enter -0-) 928,364
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............. 26,959 33,714 33,714
2 Savings and temporary cash investments......... 126,669 423,277 423,277
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)....... 2,972,960 Click to see attachment
List of Attached Documents:
// Content
3,004,902 		6,104,235
c Investments—corporate bonds (attach schedule)....... 1,027,822 Click to see attachment
List of Attached Documents:
// Content
920,151 		891,918
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 794,128 Click to see attachment
List of Attached Documents:
// Content
854,477 		425,333
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
2,812,573 		Click to see attachment
List of Attached Documents:
// Content
2,812,573 		Click to see attachment
List of Attached Documents:
// Content
138,916
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,761,111 8,049,094 8,017,393
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 7,761,111 8,049,094
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)..... 7,761,111 8,049,094
30 Total liabilities and net assets/fund balances (see instructions). 7,761,111 8,049,094
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
7,761,111
2
Enter amount from Part I, line 27a .....................
2
287,209
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
6,418
4
Add lines 1, 2, and 3 ..........................
4
8,054,738
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
5,644
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
8,049,094
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 . ALEXION PHARMACEUTICALS INC     2025-01-03
b 1. COSTCO WHSL CORP NEW   2021-10-27 2025-01-24
c 1. LILLY ELI & CO   2016-12-16 2025-01-27
d 22. MONSTER BEVERAGE CORP   2022-06-17 2025-01-27
e 10. MONSTER BEVERAGE CORP   2022-06-17 2025-01-27
1. MONSTER BEVERAGE CORP   2022-06-17 2025-01-28
6. APPLE COMPUTER INC     2025-02-13
2. NXP SEMICONDUCTORS NV   2024-11-13 2025-02-13
1. NXP SEMICONDUCTORS NV   2019-02-19 2025-02-13
4. HONEYWELL INTL INC   2025-01-24 2025-03-25
1. HONEYWELL INTL INC   2010-02-01 2025-03-25
4. HONEYWELL INTL INC   2010-02-01 2025-03-26
1. HONEYWELL INTL INC   2010-02-01 2025-03-26
2. HONEYWELL INTL INC   2010-02-01 2025-03-26
50. ISHARES CORE MSCI EAFE ETF   2017-06-28 2025-03-26
100. JPMORGAN BETABUILDERS JAPAN ETF   2021-02-01 2025-03-26
77. JPMORGAN BETABUILDERS CANADA   2018-08-14 2025-03-26
155. JPMORGAN BETABUILDERS DEVELO   2021-02-01 2025-03-26
1262.626 SIX CIRCLES INTL UNCON EQ     2025-03-26
1. HONEYWELL INTL INC   2010-02-01 2025-03-27
2. HONEYWELL INTL INC   2010-02-01 2025-03-27
3. APPLE COMPUTER INC   2024-04-12 2025-04-04
5. APPLE COMPUTER INC   2024-03-20 2025-04-04
4. APPLE COMPUTER INC     2025-04-09
10. NORFOLK SOUTHN CORP     2025-04-09
5. NORFOLK SOUTHN CORP     2025-04-09
1. REGENERON PHARMACEUTICALS INC   2021-10-12 2025-04-28
8. EXXON MOBIL CORP   2022-11-01 2025-05-01
9. EXXON MOBIL CORP     2025-05-01
100. JPMORGAN BETABUILDERS JAPAN ETF   2021-02-01 2025-05-05
100. JPMORGAN BETABUILDERS CANADA   2018-08-14 2025-05-05
200. JPMORGAN BETABUILDERS DEVELO   2021-02-01 2025-05-05
450. ISHARES CORE MSCI EAFE ETF   2017-06-28 2025-05-14
3356.876 SIX CIRCLES INTL UNCON EQ   2021-12-23 2025-05-22
8. ALPHABET INC-CL C   2012-07-11 2025-05-23
13. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-23
75. JPMORGAN BETABUILDERS CANADA     2025-06-16
50. JPMORGAN BETABUILDERS DEVELO   2021-02-01 2025-06-16
8. FISERV INC     2025-06-20
5. FISERV INC     2025-06-20
1. MASTERCARD INC - CLASS A   2024-09-12 2025-06-20
1. MASTERCARD INC - CLASS A   2022-06-17 2025-06-20
2. REGENERON PHARMACEUTICALS INC     2025-06-20
70. SPDR TR UNIT SER 1   2014-10-08 2025-06-30
4. BROADCOM INC   2024-12-17 2025-07-11
1. FISERV INC   2023-07-07 2025-07-11
13. FISERV INC     2025-07-11
6. INTUITIVE SURGICAL INC NEW     2025-07-11
70. SPDR TR UNIT SER 1     2025-07-24
7. INGERSOLL RAND INC   2025-07-11 2025-08-01
15. INGERSOLL RAND INC     2025-08-01
7. SPDR TR UNIT SER 1   2014-10-09 2025-08-18
18. SPDR TR UNIT SER 1   2014-10-09 2025-08-18
32. BRISTOL MYERS SQUIBB CO     2025-08-21
7. BRISTOL MYERS SQUIBB CO   2019-11-20 2025-08-21
7. OTIS WORLDWIDE CORP     2025-08-21
1. OTIS WORLDWIDE CORP   2024-10-16 2025-08-21
4. OTIS WORLDWIDE CORP     2025-08-21
3. OTIS WORLDWIDE CORP   2024-10-01 2025-08-22
11. OTIS WORLDWIDE CORP   2024-10-01 2025-08-22
6. OTIS WORLDWIDE CORP     2025-08-22
7. OTIS WORLDWIDE CORP     2025-08-22
164.649 FIDELITY 500 INDEX FUND   2024-12-16 2025-09-05
5. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-08
5. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-08
7. CONOCOPHILLIPS     2025-09-08
5. CONOCOPHILLIPS     2025-09-08
1. SALESFORCE.COM INC   2024-03-20 2025-09-08
2. SALESFORCE.COM INC   2024-03-20 2025-09-08
2. SALESFORCE.COM INC   2024-03-20 2025-09-08
1. LINDE PLC   2018-12-11 2025-09-08
1. LINDE PLC   2018-12-11 2025-09-08
4. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-09
2. BRISTOL MYERS SQUIBB CO   2024-10-01 2025-09-11
24. BRISTOL MYERS SQUIBB CO   2019-11-20 2025-09-11
4. INGERSOLL RAND INC   2021-05-14 2025-09-11
1. INGERSOLL RAND INC   2021-05-14 2025-09-11
1. INGERSOLL RAND INC   2021-05-14 2025-09-11
10. INGERSOLL RAND INC     2025-09-11
2. SALESFORCE.COM INC   2024-03-20 2025-09-11
3. SALESFORCE.COM INC     2025-09-11
9. BRISTOL MYERS SQUIBB CO   2024-10-01 2025-09-12
100. SPDR TR UNIT SER 1     2025-09-19
749.251 SIX CIRCLES US UNCONSTR EQ   2022-07-27 2025-09-19
9. CONOCOPHILLIPS     2025-09-23
4. SALESFORCE.COM INC   2024-10-01 2025-09-23
4. SALESFORCE.COM INC     2025-09-23
6. PROGRESSIVE CORP OHIO     2025-10-10
11. WELLS FARGO & CO NEW   2025-06-20 2025-10-10
3. WELLS FARGO & CO NEW   2021-02-19 2025-10-10
1. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
3. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
1. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
174. SPDR TR UNIT SER 1   2014-10-03 2025-10-27
1. SPDR TR UNIT SER 1   2014-10-03 2025-10-27
15317.287 SIX CIRCLES CREDIT OPPORT     2025-10-27
3100. VANGUARD MORTGAGE-BACKED SEC   2024-12-16 2025-10-27
3. CANADIAN PACIFIC KANSAS CITY   2025-07-11 2025-11-03
20. CANADIAN PACIFIC KANSAS CITY     2025-11-03
16. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-03
4. MCDONALDS CORP   2024-12-17 2025-11-03
9. CANADIAN PACIFIC KANSAS CITY     2025-11-04
1. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-04
11. CONOCOPHILLIPS     2025-11-21
2. BROADCOM INC   2025-09-11 2025-11-24
1. MARTIN MARIETTA MATLS INC   2023-11-08 2025-11-24
1. ASML HOLDING NV-NY REG SHS   2024-11-13 2025-11-24
1. MARTIN MARIETTA MATLS INC   2023-11-08 2025-11-26
5. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2025-12-03
7. MONDELEZ INTERNATIONAL-W/I     2025-12-03
2. PEPSICO INC   2024-09-12 2025-12-03
4. PEPSICO INC     2025-12-03
2. SOUTHERN CO   2025-04-04 2025-12-03
5. SOUTHERN CO   2025-04-04 2025-12-03
1. CONOCOPHILLIPS   2021-03-03 2025-12-24
2. CONOCOPHILLIPS   2021-03-03 2025-12-24
7. CONOCOPHILLIPS   2021-03-03 2025-12-24
2. PROGRESSIVE CORP OHIO     2025-12-24
3. CONOCOPHILLIPS     2025-12-26
3. CONOCOPHILLIPS     2025-12-26
2. PROGRESSIVE CORP OHIO   2022-04-07 2025-12-26
1. JPM ACCESS MULTI-STRATEGY FUND II RIC ENDOWMENTS & FOUNDATIONS & OT   2023-01-01 2025-12-31
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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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 12     12
b 940   488 452
c 800   73 727
d 1,088   973 115
e 497   442 55
49   44 5
1,423   1,307 116
438   447 -9
218   93 125
848   907 -59
212   37 175
857   149 708
213   37 176
426   75 351
3,849   3,066 783
5,785   5,611 174
5,588   3,833 1,755
7,614   8,570 -956
15,000   13,978 1,022
214   37 177
427   75 352
592   530 62
986   881 105
712   357 355
2,116   1,252 864
1,035   594 441
604   544 60
852   891 -39
960   1,002 -42
5,926   5,611 315
7,491   4,978 2,513
10,227   11,058 -831
36,011   27,596 8,415
42,666   36,859 5,807
1,365   114 1,251
2,495   1,203 1,292
6,033   3,707 2,326
2,716   2,765 -49
1,306   1,416 -110
816   627 189
532   487 45
532   313 219
1,019   1,013 6
43,249   13,738 29,511
1,099   953 146
166   125 41
2,164   1,620 544
3,072   1,772 1,300
44,409   13,716 30,693
530   618 -88
1,136   728 408
4,503   1,370 3,133
11,579   3,524 8,055
1,553   2,101 -548
341   395 -54
618   739 -121
88   105 -17
351   417 -66
267   311 -44
977   1,141 -164
534   597 -63
619   696 -77
37,145   34,828 2,317
542   103 439
540   103 437
638   537 101
455   383 72
251   304 -53
503   609 -106
502   609 -107
473   161 312
473   161 312
434   83 351
95   105 -10
1,143   1,354 -211
328   194 134
81   48 33
81   48 33
812   484 328
491   609 -118
739   904 -165
424   474 -50
66,370   19,574 46,796
15,000   9,441 5,559
843   555 288
983   1,084 -101
983   1,050 -67
1,443   715 728
858   829 29
234   113 121
330   380 -50
992   1,141 -149
331   380 -49
119,229   34,056 85,173
685   196 489
140,000   137,849 2,151
146,886   142,039 4,847
212   245 -33
1,413   1,454 -41
1,128   1,103 25
1,184   1,187 -3
634   609 25
70   67 3
962   592 370
748   727 21
603   451 152
990   663 327
623   451 172
280   359 -79
391   252 139
298   355 -57
593   704 -111
177   183 -6
437   458 -21
92   54 38
185   107 78
646   376 270
455   236 219
274   160 114
276   159 117
454   235 219
467,766   1 467,765
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
      68,714
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       12
b       452
c       727
d       115
e       55
      5
      116
      -9
      125
      -59
      175
      708
      176
      351
      783
      174
      1,755
      -956
      1,022
      177
      352
      62
      105
      355
      864
      441
      60
      -39
      -42
      315
      2,513
      -831
      8,415
      5,807
      1,251
      1,292
      2,326
      -49
      -110
      189
      45
      219
      6
      29,511
      146
      41
      544
      1,300
      30,693
      -88
      408
      3,133
      8,055
      -548
      -54
      -121
      -17
      -66
      -44
      -164
      -63
      -77
      2,317
      439
      437
      101
      72
      -53
      -106
      -107
      312
      312
      351
      -10
      -211
      134
      33
      33
      328
      -118
      -165
      -50
      46,796
      5,559
      288
      -101
      -67
      728
      29
      121
      -50
      -149
      -49
      85,173
      489
      2,151
      4,847
      -33
      -41
      25
      -3
      25
      3
      370
      21
      152
      327
      172
      -79
      139
      -57
      -111
      -6
      -21
      38
      78
      270
      219
      114
      117
      219
      467,765
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 790,270
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 6,305
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 12,904
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 12,904
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 12,904
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 3,764
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 3,764
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 9,140
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)
TX
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
Yes
 
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 ofJP MORGAN CHASE BANK NA Telephone no. (800) 496-2583

Located at10 S DEARBORN ST MC IL1-0111CHICAGOIL ZIP+460603
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
JP MORGAN CHASE BANK NA TRUSTEE
4 		72,030    
10 S DEARBORN ST MC IL1-0111
Chicago,IL60603
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 OPERATION AND MAINTENANCE OF HELEN'S PARK, HOUSTON TX FORMED TO PROVIDE A PEACEFUL PLACE TO THE PUBLIC 612,925
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
7,426,170
b
Average of monthly cash balances.......................
1b
108,002
c
Fair market value of all other assets (see instructions)................
1c
135,818
d
Total (add lines 1a, 1b, and 1c).......................
1d
7,669,990
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
7,669,990
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
115,050
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,554,940
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
377,747
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
 
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
0
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
0
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
0
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
452,956
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
452,956
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 0
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $ 452,956
a Applied to 2024, but not more than line 2a 0
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.....  
e Remaining amount distributed out of corpus  
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  
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 .......... 		0
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 ...... 		 
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
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
0       0
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		452,956 561,736 273,832 90,195 1,378,719
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 .... 		452,956 561,736 273,832 90,195 1,378,719
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ...... 8,017,393 7,379,000 7,111,331 7,410,483 29,918,207
(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 .. 		251,831 243,113 222,157 226,931 944,032
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
Total ................................. 3a  
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 ....     14 178,183  
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 ............ 		    18 790,270  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aROYALTY INCOME 		    15 20,211  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   988,664  
13Total. Add line 12, columns (b), (d), and (e)..................
13
988,664
(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 InvestmentsCorpBondsSchedule
Name:
HELEN'S PARK TRUST XXXXX3005
EIN:
76-6082823
Name of Bond End of Year Book Value End of Year Fair Market Value
83002G702 SIX CIRCLES GLOBAL B 311,108 275,373
83002G884 SIX CIRCLES CREDIT O 151,410 157,467
92206C771 VANGUARD MORTGAGE-BA 75,602 77,682
92203J407 VANGUARD TOTAL INTL 232,283 228,312
92206C870 VANGUARD INT-TERM CO 71,051 75,375
46429B267 ISHARES US TREASURY 78,697 77,709

TY 2025 InvestmentsCorpStockSchedule
Name:
HELEN'S PARK TRUST XXXXX3005
EIN:
76-6082823
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 927 4,291
110122108 BRISTOL-MYERS SQUIBB    
438516106 HONEYWELL INTERNATIO    
532457108 ELI LILLY AND COMPAN 975 4,299
548661107 LOWE'S COS INC 4,089 6,029
594918104 MICROSOFT CORP 1,772 29,501
609207105 MONDELEZ INTERNATION 695 1,723
617446448 MORGAN STANLEY 945 8,166
713448108 PEPSICO INC 1,785 2,727
882508104 TEXAS INSTRUMENTS IN 3,152 5,899
949746101 WELLS FARGO & CO 2,579 7,549
02079K107 ALPHABET INC-CL C 840 18,514
30303M102 META PLATFORMS INC-C 2,395 17,162
57636Q104 MASTERCARD INC - A 1,160 10,276
65339F101 NEXTERA ENERGY INC 2,717 4,496
78462F103 SPDR S&P 500 ETF TRU 506,914 1,926,424
91324P102 UNITEDHEALTH GROUP I 676 5,942
94106B101 WASTE CONNECTIONS IN 851 2,981
023135106 AMAZON.COM INC 1,535 19,389
037833100 APPLE INC 3,052 23,108
060505104 BANK OF AMERICA CORP 1,724 6,930
46432F842 ISHARES CORE MSCI EA 116,148 169,974
655844108 NORFOLK SOUTHERN COR    
67066G104 NVIDIA CORP 2,266 36,368
025816109 AMERICAN EXPRESS CO 1,521 5,549
315911750 FIDELITY 500 INDEX F 473,761 1,029,371
83002G306 SIX CIRCLES US UNCON 698,738 1,153,362
83002G405 SIX CIRCLES INTL UNC 502,702 712,410
00287Y109 ABBVIE INC 2,283 7,312
337738108 FISERV INC    
580135101 MCDONALD'S CORP 3,316 4,584
N6596X109 NXP SEMICONDUCTORS N    
09857L108 BOOKING HOLDINGS INC 1,615 5,355
461202103 INTUIT INC 2,790 2,650
883556102 THERMO FISHER SCIENT 3,500 4,636
N07059210 ASML HOLDING NV-NY R 585 2,140
20825C104 CONOCOPHILLIPS    
22160K105 COSTCO WHOLESALE COR 1,465 2,587
363576109 ARTHUR J GALLAGHER & 1,820 3,364
43300A203 HILTON WORLDWIDE HOL 1,894 4,309
45687V106 INGERSOLL RAND INC    
46120E602 INTUITIVE SURGICAL I    
46641Q191 JPMORGAN BETABUILDER 156,999 161,260
46641Q217 JPMORGAN BETABUILDER 182,784 240,572
46641Q225 JPMORGAN BETABUILDER 87,402 169,725
46641Q233 JPMORGAN BETABUILDER 100,310 115,415
679580100 OLD DOMINION FREIGHT 2,109 2,352
75886F107 REGENERON PHARMACEUT    
G29183103 EATON CORP PLC 1,834 4,459
30231G102 EXXON MOBIL CORP 3,438 6,619
315911727 FIDELITY INTL INDX 45,002 66,505
61174X109 MONSTER BEVERAGE COR    
743315103 PROGRESSIVE CORP 1,865 3,644
78409V104 S&P GLOBAL INC 2,484 3,658
573284106 MARTIN MARIETTA MATE 2,451 3,736
842587107 THE SOUTHERN COMPANY 4,422 5,232
863667101 STRYKER CORP 2,659 3,163
872540109 TJX COMPANIES INC 1,856 3,533
G54950103 LINDE PLC 1,577 4,264
11135F101 BROADCOM INC 7,367 10,037
127387108 CADENCE DESIGN SYS I 2,145 2,188
254687106 WALT DISNEY CO/THE 4,895 4,892
68902V107 OTIS WORLDWIDE CORP    
79466L302 SALESFORCE INC    
824348106 SHERWIN-WILLIAMS CO/    
032095101 AMPHENOL CORP-CL A 3,301 3,243
126408103 CSX CORP 3,615 3,661
26884L109 EQT CORP 3,187 3,055
278865100 ECOLAB INC 4,194 4,200
29364G103 ENTERGY CORP 1,970 1,941
443201108 HOWMET AEROSPACE INC 3,802 4,920
478160104 JOHNSON & JOHNSON 6,024 7,450
81762P102 SERVICENOW INC 3,744 3,064
874039100 TAIWAN SEMICONDUCTOR 3,000 4,558
931142103 WALMART INC 2,833 3,231
G8994E103 TRANE TECHNOLOGIES P 4,446 4,281

TY 2025 InvestmentsOtherSchedule2
Name:
HELEN'S PARK TRUST XXXXX3005
EIN:
76-6082823
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
HFGAPBWF1 JPM ACCESS MULTI-STR AT COST 854,477 425,333

TY 2025 OtherAssetsSchedule
Name:
HELEN'S PARK TRUST XXXXX3005
EIN:
76-6082823
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
XXX-XX-XXXX 900 J L STANLEY SVY   0 1
XXX-XX-XXXX 480 JL STANLEY SVY H   0 1
XXX-XX-XXXX 17.02AC GCH S/D HARR   0 1
XXX-XX-XXXX 5AC A RICHEY GCH S/D   0 1
XXX-XX-XXXX 6.2 A RICHEY GCH S/D   0 1
XXX-XX-XXXX A RICHEY SVY HARRIS   0 1
XXX-XX-XXXX 34AC A RICHEY GCH SD   0 1
XXX-XX-XXXX WT DOBSON SVY HARRIS   0 1
XXX-XX-XXXX STANLEY SVY ETC HARR   0 1
XXX-XX-XXXX M DUNCAN SVY LICERTY   0 8,729
XXX-XX-XXXX MEDORA HARRIS SVY LI   0 1
XXX-XX-XXXX HE&WT RR CO SVY LIBE   0 1
XXX-XX-XXXX LOUIS DAVIS LGE LIBE   0 1
XXX-XX-XXXX 1290 A MCNEIL SVY LI   0 1
XXX-XX-XXXX 1414 GC&SFRR CO SVY   0 1
XXX-XX-XXXX T&RO SVYS ETC LIBERT   0 1
XXX-XX-XXXX 184.4 T&NORR CO SVY   0 1
XXX-XX-XXXX 2359 A MCNEIL SVY LI   0 1
XXX-XX-XXXX WM DUNCAN LGE LIBERT   0 1
XXX-XX-XXXX 307.7 AC DL&C CO LIB   0 1
XXX-XX-XXXX 36.5 AC DL&C CO LIBE   0 1
XXX-XX-XXXX 35.8 TCRR CO SVY LIB   0 1
XXX-XX-XXXX WM EKIERSTEAD SVYS E   0 1
XXX-XX-XXXX 45.5AC T&NO RR SVY L   0 1
XXX-XX-XXXX JOHN A WILLIAMS LGE   0 1
XXX-XX-XXXX GEO L PACE SVY LIBER   0 1
XXX-XX-XXXX WM BLOODGOOD SVY LIB   0 1
XXX-XX-XXXX WM D SMITH LGE LIBER   0 1
XXX-XX-XXXX 467 GC&SF RR CO SVY   0 1
XXX-XX-XXXX 87.27 GC&SFRRCO SVY   0 1
XXX-XX-XXXX 103.35F GARDNER SVY   0 1
XXX-XX-XXXX 193.85 DUNCAN LGE LI   0 1
XXX-XX-XXXX LIBERTY COUNTY TX AB   0 1
XXX-XX-XXXX 34.8 FM GARDNER SVY   0 1
XXX-XX-XXXX RH BLOOMFIELD SVY MA   0 5,916
XXX-XX-XXXX JAMES ROWE SVY PANOL   0 19,491
XXX-XX-XXXX JM BRADLEY SVY PANOL   0 2,722
XXX-XX-XXXX 145AC E PERRY SVY RE   0 1
XXX-XX-XXXX 153 E PERRY ETC REF   0 1
XXX-XX-XXXX 145.7A E PERRY SVY R   0 1
XXX-XX-XXXX FLORENTINE RICE SVY   0 1
XXX-XX-XXXX 352 E RBRTS ETC S AU   0 24,943
XXX-XX-XXXX JW MOORE SVY WHARTON   0 1
XXX-XX-XXXX 16904 SAN MARTIN SY   0 1
XXX-XX-XXXX 6367 SAN MARTIN SVY   0 1
XXX-XX-XXXX 320 SAN MARTIN SVY C   0 1
XXX-XX-XXXX 1100 SAN MARTIN SVY   0 1
XXX-XX-XXXX 500AC CAMERON CO TX   0 1
XXX-XX-XXXX 3250 SAN MARTIN SVY   0 1
XXX-XX-XXXX 23000 S MARTIN SVY C   0 66,688
XXX-XX-XXXX HELENS PARK 1.878 AC 2,812,573 2,812,573 0
XXX-XX-XXXX 90 ACRES, MORE OR LE   0 10,383


TY 2025 OtherDecreasesSchedule
Name:
HELEN'S PARK TRUST XXXXX3005
EIN:
76-6082823
Description Amount
2025 TRANSACTION POSTED IN 2026 5,639
ROUNDING 5


TY 2025 OtherExpensesSchedule
Name:
HELEN'S PARK TRUST XXXXX3005
EIN:
76-6082823
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MINERAL INT-PRODUCTION TAX 371 371 371 0
MINERAL INT-AD VALOREM TAX 721 721 721 0
ROYALTY - OTHER EXPENSES 3,686 3,686 3,686 0
PARK MAINTENANCE 612,925 0 188,199 424,726


TY 2025 OtherIncomeSchedule2
Name:
HELEN'S PARK TRUST XXXXX3005
EIN:
76-6082823
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY INCOME 20,211 20,211 20,211


TY 2025 OtherIncreasesSchedule
Name:
HELEN'S PARK TRUST XXXXX3005
EIN:
76-6082823
Description Amount
2024 TRANSACTION POSTED IN 2025 6,418


TY 2025 OtherProfessionalFeesSchedule
Name:
HELEN'S PARK TRUST XXXXX3005
EIN:
76-6082823
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 2,539 2,539 2,539  


TY 2025 TaxesSchedule
Name:
HELEN'S PARK TRUST XXXXX3005
EIN:
76-6082823
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 41 41 41 0
FEDERAL TAX PAYMENT-PRIOR YEAR 2,224 2,224 2,224 0
FEDERAL ESTIMATES - INCOME 3,764 3,764 3,764 0
FOREIGN TAX - QUAL DIV 2,520 2,520 2,520 0
FOREIGN TAXES - NONQUALIFIED 634 634 634 0