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
WILLIAM J WATSON IRREVOCABLE TRUST XXXXX5001

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

36-6014834

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)$12,814,964J 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...	348,588		348,565
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		531,285
b	Gross sales price for all assets on line 6a 1,833,633
7	Capital gain net income (from Part IV, line 2)...			531,285
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	879,873		879,850
13	Compensation of officers, directors, trustees, etc.	108,752		68,926		39,826
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)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	14,391	5,248		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).......	List of Attached Documents: // Content	15			15
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	123,158		74,174	0	39,841
25	Contributions, gifts, grants paid.......	517,040				517,040
26	Total expenses and disbursements. Add lines 24 and 25 ................	640,198		74,174	0	556,881
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	239,675
b	Net investment income (if negative, enter -0-)			805,676
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.............
	2	Savings and temporary cash investments.........	267,405	301,760	301,760
	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).......	5,005,702	List of Attached Documents: // Content 5,103,378	9,873,904
	c	Investments—corporate bonds (attach schedule).......	2,008,916	List of Attached Documents: // Content 1,961,811	1,909,770
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	557,310	List of Attached Documents: // Content 712,214	729,530
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	7,839,333	8,079,163	12,814,964
	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........	7,839,333	8,079,163
	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).....	7,839,333	8,079,163
	30	Total liabilities and net assets/fund balances (see instructions).	7,839,333	8,079,163

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

7,839,333

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

239,675

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

List of Attached Documents:

// Content

13,265

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

8,092,273

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

List of Attached Documents:

// Content

13,110

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

8,079,163

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		2020-11-24	2025-01-27
e	101. MONSTER BEVERAGE CORP		2022-06-17	2025-01-27
	1. MONSTER BEVERAGE CORP		2022-08-24	2025-01-27
	44. MONSTER BEVERAGE CORP		2022-08-24	2025-01-27
	6. MONSTER BEVERAGE CORP		2022-08-24	2025-01-28
	. VALEANT PHARMACEUTICALS INTE			2025-02-10
	23. APPLE COMPUTER INC		2014-04-29	2025-02-13
	6. NXP SEMICONDUCTORS NV		2020-09-30	2025-02-13
	2. NXP SEMICONDUCTORS NV		2020-11-02	2025-02-13
	4. NXP SEMICONDUCTORS NV		2020-11-02	2025-02-13
	996.569 FIDELITY INTL INDX		2023-01-23	2025-03-17
	323. JPMORGAN BETABUILDERS JAPAN ETF		2021-08-30	2025-03-17
	3469.881 LORD ABBETT SHRT DUR INC-F3		2018-11-15	2025-03-17
	1851.351 SIX CIRCLES INTL UNCON EQ		2018-10-26	2025-03-17
	2440.034 SIX CIRCLES CREDIT OPPORT		2022-10-06	2025-03-17
	358. VANGUARD MORTGAGE-BACKED SEC		2024-12-03	2025-03-17
	17. HONEYWELL INTL INC		2013-10-23	2025-03-25
	4. HONEYWELL INTL INC		2013-10-23	2025-03-25
	18. HONEYWELL INTL INC		2013-10-23	2025-03-26
	6. HONEYWELL INTL INC		2013-10-23	2025-03-26
	5. HONEYWELL INTL INC		2025-01-24	2025-03-26
	4. HONEYWELL INTL INC		2013-10-23	2025-03-26
	7. HONEYWELL INTL INC		2025-01-24	2025-03-27
	6. HONEYWELL INTL INC		2025-01-24	2025-03-27
	36. APPLE COMPUTER INC		2014-04-29	2025-04-04
	17. APPLE COMPUTER INC		2014-04-29	2025-04-09
	44. NORFOLK SOUTHN CORP		2018-05-15	2025-04-09
	22. NORFOLK SOUTHN CORP		2020-08-04	2025-04-09
	5. REGENERON PHARMACEUTICALS INC		2021-01-28	2025-04-28
	34. EXXON MOBIL CORP		2016-03-30	2025-05-01
	39. EXXON MOBIL CORP		2016-11-08	2025-05-01
	29. ALPHABET INC-CL C		2014-09-09	2025-05-22
	4. NXP SEMICONDUCTORS NV		2020-11-02	2025-05-22
	3. NXP SEMICONDUCTORS NV		2020-11-02	2025-05-22
	38. NXP SEMICONDUCTORS NV		2020-11-02	2025-05-22
	1. NXP SEMICONDUCTORS NV		2022-04-08	2025-05-22
	6. NXP SEMICONDUCTORS NV		2024-11-13	2025-05-22
	3. NXP SEMICONDUCTORS NV		2022-04-08	2025-05-22
	2. NXP SEMICONDUCTORS NV		2024-11-13	2025-05-22
	1. NXP SEMICONDUCTORS NV		2024-11-13	2025-05-22
	1. NXP SEMICONDUCTORS NV		2024-11-13	2025-05-23
	2. NXP SEMICONDUCTORS NV		2024-11-13	2025-05-23
	12296.22 SIX CIRCLES INTL UNCON EQ		2018-10-26	2025-06-11
	12. ABBVIE INC		2019-11-11	2025-06-13
	23. ALPHABET INC-CL C		2014-09-09	2025-06-13
	34. AMAZON COM INC		2015-06-30	2025-06-13
	5. AMERICAN EXPRESS CO		2019-05-16	2025-06-13
	29. APPLE COMPUTER INC		2014-04-29	2025-06-13
	42. BANK OF AMERICA CORPORATION		2015-02-09	2025-06-13
	1. BOOKING HOLDINGS INC		2020-06-24	2025-06-13
	20. BOSTON SCIENTIFIC CORP		2016-12-05	2025-06-13
	32. BRISTOL MYERS SQUIBB CO		2019-11-21	2025-06-13
	11. BROADCOM INC		2024-12-17	2025-06-13
	3. CADENCE DESIGN SYS INC		2024-11-13	2025-06-13
	16. CANADIAN PACIFIC KANSAS CITY		2025-04-09	2025-06-13
	18. CONOCOPHILLIPS		2021-03-03	2025-06-13
	1. COSTCO WHSL CORP NEW		2021-10-27	2025-06-13
	14. DISNEY WALT CO		2024-11-21	2025-06-13
	4. ECOLAB INC		2025-05-01	2025-06-13
	21. EXXON MOBIL CORP		2018-12-21	2025-06-13
	10. FACEBOOK INC-A		2015-11-18	2025-06-13
	11. FISERV INC		2023-07-07	2025-06-13
	5. ARTHUR J GALLAGHER & CO		2021-04-27	2025-06-13
	5. HILTON WORLDWIDE HOLDINGS IN		2021-02-24	2025-06-13
	5. HOWMET AEROSPACE INC		2025-03-25	2025-06-13
	12. INGERSOLL RAND INC		2021-05-17	2025-06-13
	3. INTUITIVE SURGICAL INC NEW		2021-09-15	2025-06-13
	2. LILLY ELI & CO		2020-11-24	2025-06-13
	6. LOWES COS INC		2011-09-28	2025-06-13
	3. MARTIN MARIETTA MATLS INC		2023-09-25	2025-06-13
	7. MASTERCARD INC - CLASS A		2013-05-09	2025-06-13
	8. MCDONALDS CORP		2019-06-10	2025-06-13
	25. MICROSOFT CORP		2013-09-11	2025-06-13
	15. MONDELEZ INTERNATIONAL-W/I		2014-08-13	2025-06-13
	1. MORGAN STANLEY DEAN WITTER & CO NEW		2015-02-06	2025-06-13
	16. MORGAN STANLEY DEAN WITTER & CO NEW		2015-02-06	2025-06-13
	19. NEXTERA ENERGY INC		2021-11-02	2025-06-13
	76. NVIDIA CORP		2018-10-08	2025-06-13
	6. OLD DOMINION FREIGHT LINE INC COM		2021-09-09	2025-06-13
	15. OTIS WORLDWIDE CORP		2024-10-01	2025-06-13
	9. PEPSICO INC		2016-02-17	2025-06-13
	10. PROGRESSIVE CORP OHIO		2022-04-07	2025-06-13
	1. REGENERON PHARMACEUTICALS INC		2021-10-12	2025-06-13
	2. S&P GLOBAL INC		2022-12-02	2025-06-13
	8. SALESFORCE.COM INC		2024-03-20	2025-06-13
	2. SHERWIN WILLIAMS CO		2024-11-21	2025-06-13
	26. SOUTHERN CO		2023-12-18	2025-06-13
	4. STRYKER CORP		2023-09-12	2025-06-13
	9. TJX COS INC NEW		2023-02-07	2025-06-13
	4. TAIWAN SEMICONDUCTOR MFG CO LTD		2025-05-22	2025-06-13
	12. TEXAS INSTRS INC		2016-03-10	2025-06-13
	7. UNITEDHEALTH GROUP INC		2014-05-08	2025-06-13
	7. WAL MART STORES INC		2025-01-27	2025-06-13
	6. WASTE CONNECTIONS INC		2016-07-26	2025-06-13
	31. WELLS FARGO & CO NEW		2020-12-15	2025-06-13
	1. WELLS FARGO & CO NEW		2020-12-15	2025-06-13
	5. EATON CORP PLC		2021-02-19	2025-06-13
	5. LINDE PLC		2019-04-25	2025-06-13
	2. TRANE TECHNOLOGIES PLC		2025-03-25	2025-06-13
	2. ASML HOLDING NV-NY REG SHS		2020-03-05	2025-06-13
	351.023 FIDELITY 500 INDEX FUND		2024-08-05	2025-06-18
	53. FISERV INC		2023-07-07	2025-06-20
	9. MASTERCARD INC - CLASS A		2013-05-09	2025-06-20
	9. REGENERON PHARMACEUTICALS INC		2021-10-12	2025-06-20
	15. BROADCOM INC		2024-12-17	2025-07-11
	5. FISERV INC		2023-11-20	2025-07-11
	33. FISERV INC		2024-09-12	2025-07-11
	19. FISERV INC		2023-11-20	2025-07-11
	26. INTUITIVE SURGICAL INC NEW		2021-12-29	2025-07-11
	1. INGERSOLL RAND INC		2021-07-07	2025-08-01
	93. INGERSOLL RAND INC		2021-07-07	2025-08-01
	127. BRISTOL MYERS SQUIBB CO		2019-11-21	2025-08-21
	28. BRISTOL MYERS SQUIBB CO		2022-05-10	2025-08-21
	1. OTIS WORLDWIDE CORP		2024-10-01	2025-08-21
	28. OTIS WORLDWIDE CORP		2024-10-01	2025-08-21
	6. OTIS WORLDWIDE CORP		2024-10-01	2025-08-21
	18. OTIS WORLDWIDE CORP		2024-10-01	2025-08-21
	14. OTIS WORLDWIDE CORP		2024-10-02	2025-08-22
	44. OTIS WORLDWIDE CORP		2024-10-02	2025-08-22
	2. OTIS WORLDWIDE CORP		2024-11-01	2025-08-22
	22. OTIS WORLDWIDE CORP		2024-11-01	2025-08-22
	29. OTIS WORLDWIDE CORP		2024-11-01	2025-08-22
	1. BOOKING HOLDINGS INC		2020-06-24	2025-09-08
	14. BOSTON SCIENTIFIC CORP		2016-12-05	2025-09-08
	16. BOSTON SCIENTIFIC CORP		2016-12-05	2025-09-08
	28. CONOCOPHILLIPS		2021-03-03	2025-09-08
	19. CONOCOPHILLIPS		2021-03-03	2025-09-08
	11. SALESFORCE.COM INC		2024-03-20	2025-09-08
	9. SALESFORCE.COM INC		2024-03-20	2025-09-08
	5. LINDE PLC		2019-04-25	2025-09-08
	4. LINDE PLC		2019-04-25	2025-09-08
	11. BOSTON SCIENTIFIC CORP		2016-12-05	2025-09-09
	28. BRISTOL MYERS SQUIBB CO		2024-10-01	2025-09-11
	81. BRISTOL MYERS SQUIBB CO		2022-05-20	2025-09-11
	17. INGERSOLL RAND INC		2021-10-21	2025-09-11
	2. INGERSOLL RAND INC		2021-10-21	2025-09-11
	2. INGERSOLL RAND INC		2021-10-21	2025-09-11
	40. INGERSOLL RAND INC		2025-07-11	2025-09-11
	5. INGERSOLL RAND INC		2021-10-21	2025-09-11
	4438.643 PIMCO MTGE OPPORTUNITIES IS		2023-08-03	2025-09-11
	7. SALESFORCE.COM INC		2024-03-20	2025-09-11
	12. SALESFORCE.COM INC		2024-03-20	2025-09-11
	1289. VANGUARD INT-TERM CORPORATE		2023-12-04	2025-09-11
	40. BRISTOL MYERS SQUIBB CO		2024-10-01	2025-09-12
	245.152 FIDELITY 500 INDEX FUND		2024-12-03	2025-09-17
	352. JPMORGAN BETABUILDERS CANADA		2018-10-26	2025-09-17
	3844.539 SIX CIRCLES US UNCONSTR EQ		2018-10-26	2025-09-17
	38. CONOCOPHILLIPS		2021-03-18	2025-09-23
	21. SALESFORCE.COM INC		2024-10-01	2025-09-23
	14. SALESFORCE.COM INC		2024-04-12	2025-09-23
	26. PROGRESSIVE CORP OHIO		2022-04-07	2025-10-10
	59. WELLS FARGO & CO NEW		2020-12-15	2025-10-10
	2. SHERWIN WILLIAMS CO		2024-11-21	2025-10-17
	14. SHERWIN WILLIAMS CO		2024-11-21	2025-10-17
	2. SHERWIN WILLIAMS CO		2024-11-21	2025-10-17
	2. SHERWIN WILLIAMS CO		2024-11-21	2025-10-17
	22952.259 SIX CIRCLES CREDIT OPPORT		2022-10-06	2025-10-21
	24. VANGUARD MORTGAGE-BACKED SEC		2024-12-03	2025-10-21
	1. VANGUARD MORTGAGE-BACKED SEC		2024-12-03	2025-10-21
	4665. VANGUARD MORTGAGE-BACKED SEC		2024-12-03	2025-10-21
	17. ABBVIE INC		2019-11-11	2025-10-23
	32. ALPHABET INC-CL C		2014-09-09	2025-10-23
	17. AMAZON COM INC		2015-06-30	2025-10-23
	29. AMAZON COM INC		2015-07-01	2025-10-23
	8. AMERICAN EXPRESS CO		2019-06-10	2025-10-23
	45. APPLE COMPUTER INC		2014-05-29	2025-10-23
	68. BANK OF AMERICA CORPORATION		2016-11-09	2025-10-23
	24. BOSTON SCIENTIFIC CORP		2016-12-05	2025-10-23
	16. BROADCOM INC		2024-12-17	2025-10-23
	4. CADENCE DESIGN SYS INC		2024-11-13	2025-10-23
	8. CANADIAN PACIFIC KANSAS CITY		2025-04-09	2025-10-23
	18. CANADIAN PACIFIC KANSAS CITY		2025-04-09	2025-10-23
	15. CONOCOPHILLIPS		2022-01-05	2025-10-23
	2. COSTCO WHSL CORP NEW		2021-10-27	2025-10-23
	19. DISNEY WALT CO		2024-11-21	2025-10-23
	8. ECOLAB INC		2025-05-01	2025-10-23
	30. EXXON MOBIL CORP		2020-04-27	2025-10-23
	14. FACEBOOK INC-A		2015-11-18	2025-10-23
	7. ARTHUR J GALLAGHER & CO		2021-04-27	2025-10-23
	8. HILTON WORLDWIDE HOLDINGS IN		2021-02-24	2025-10-23
	12. HOWMET AEROSPACE INC		2025-03-25	2025-10-23
	3. INTUIT		2025-09-23	2025-10-23
	20. JOHNSON & JOHNSON		2025-07-11	2025-10-23
	2. LILLY ELI & CO		2020-11-25	2025-10-23
	13. LOWES COS INC		2011-09-28	2025-10-23
	4. MARTIN MARIETTA MATLS INC		2023-09-25	2025-10-23
	10. MASTERCARD INC - CLASS A		2013-05-09	2025-10-23
	10. MCDONALDS CORP		2019-06-10	2025-10-23
	8. MICROSOFT CORP		2013-09-11	2025-10-23
	24. MICROSOFT CORP		2013-09-11	2025-10-23
	22. MONDELEZ INTERNATIONAL-W/I		2014-08-13	2025-10-23
	24. MORGAN STANLEY DEAN WITTER & CO NEW		2015-06-04	2025-10-23
	32. NEXTERA ENERGY INC		2021-11-02	2025-10-23
	105. NVIDIA CORP		2018-10-08	2025-10-23
	7. OLD DOMINION FREIGHT LINE INC COM		2021-09-09	2025-10-23
	14. PEPSICO INC		2016-02-17	2025-10-23
	11. PROGRESSIVE CORP OHIO		2022-04-07	2025-10-23
	4. S&P GLOBAL INC		2022-12-02	2025-10-23
	2. SERVICENOW INC		2025-09-08	2025-10-23
	36. SOUTHERN CO		2023-12-18	2025-10-23
	5. STRYKER CORP		2023-09-12	2025-10-23
	12. TJX COS INC NEW		2023-02-07	2025-10-23
	8. TAIWAN SEMICONDUCTOR MFG CO LTD		2025-05-22	2025-10-23
	18. TEXAS INSTRS INC		2016-03-10	2025-10-23
	4. THERMO ELECTRON CORP		2020-07-10	2025-10-23
	10. UNITEDHEALTH GROUP INC		2014-05-08	2025-10-23
	16. WAL MART STORES INC		2025-01-27	2025-10-23
	9. WASTE CONNECTIONS INC		2016-08-10	2025-10-23
	45. WELLS FARGO & CO NEW		2020-12-15	2025-10-23
	8. EATON CORP PLC		2021-02-19	2025-10-23
	5. LINDE PLC		2019-04-25	2025-10-23
	6. TRANE TECHNOLOGIES PLC		2025-03-25	2025-10-23
	1. ASML HOLDING NV-NY REG SHS		2020-03-05	2025-10-23
	13. CANADIAN PACIFIC KANSAS CITY		2025-04-09	2025-11-03
	72. CANADIAN PACIFIC KANSAS CITY		2025-04-09	2025-11-03
	63. CANADIAN PACIFIC KANSAS CITY		2025-04-09	2025-11-03
	2. MCDONALDS CORP		2019-06-10	2025-11-03
	9. MCDONALDS CORP		2019-06-10	2025-11-03
	28. CANADIAN PACIFIC KANSAS CITY		2025-07-11	2025-11-04
	3. CANADIAN PACIFIC KANSAS CITY		2025-07-11	2025-11-04
	2. CANADIAN PACIFIC KANSAS CITY		2025-07-11	2025-11-04
	41. CONOCOPHILLIPS		2022-01-05	2025-11-21
	1. MARTIN MARIETTA MATLS INC		2023-09-25	2025-11-21
	8. BROADCOM INC		2024-12-17	2025-11-24
	2. MARTIN MARIETTA MATLS INC		2023-09-25	2025-11-24
	3. 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
	13. MONDELEZ INTERNATIONAL-W/I		2016-02-24	2025-12-03
	19. MONDELEZ INTERNATIONAL-W/I		2016-02-24	2025-12-03
	5. PEPSICO INC		2016-02-24	2025-12-03
	14. PEPSICO INC		2016-02-24	2025-12-03
	8. SOUTHERN CO		2023-12-19	2025-12-03
	17. SOUTHERN CO		2023-12-19	2025-12-03
	2. CONOCOPHILLIPS		2022-02-08	2025-12-24
	7. CONOCOPHILLIPS		2022-02-08	2025-12-24
	24. CONOCOPHILLIPS		2022-02-08	2025-12-24
	8. PROGRESSIVE CORP OHIO		2022-04-07	2025-12-24
	1. CONOCOPHILLIPS		2022-03-03	2025-12-26
	13. CONOCOPHILLIPS		2022-03-03	2025-12-26
	11. CONOCOPHILLIPS		2022-05-19	2025-12-26
	7. PROGRESSIVE CORP OHIO		2022-04-07	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

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	37		37
b	940	488	452
c	3,759	1,954	1,805
d	1,600	290	1,310
e	4,995	4,637	358
	50	45	5
	2,188	1,987	201
	293	271	22
	35		35
	5,453	487	4,966
	1,313	785	528
	434	274	160
	872	547	325
	52,948	44,348	8,600
	18,777	18,396	381
	13,428	14,400	-972
	22,531	16,384	6,147
	21,692	20,789	903
	16,487	16,514	-27
	3,604	1,404	2,200
	846	330	516
	3,856	1,486	2,370
	1,280	495	785
	1,066	1,134	-68
	852	330	522
	1,500	1,587	-87
	1,281	1,360	-79
	7,101	762	6,339
	3,026	360	2,666
	9,311	6,905	2,406
	4,555	4,996	-441
	3,021	2,540	481
	3,619	2,283	1,336
	4,159	2,449	1,710
	5,102	845	4,257
	825	547	278
	597	411	186
	7,588	7,766	-178
	199	168	31
	1,188	1,341	-153
	594	504	90
	398	447	-49
	200	224	-24
	191	224	-33
	385	447	-62
	159,236	108,822	50,414
	2,309	1,024	1,285
	4,092	670	3,422
	7,244	739	6,505
	1,460	612	848
	5,733	641	5,092
	1,864	730	1,134
	5,361	1,615	3,746
	2,014	413	1,601
	1,604	1,789	-185
	2,782	2,622	160
	915	919	-4
	1,296	1,103	193
	1,724	967	757
	996	488	508
	1,652	1,599	53
	1,076	1,011	65
	2,336	894	1,442
	6,938	1,078	5,860
	1,809	1,379	430
	1,597	693	904
	1,241	635	606
	861	687	174
	982	584	398
	1,550	1,045	505
	1,648	289	1,359
	1,322	121	1,201
	1,647	1,223	424
	3,949	387	3,562
	2,435	1,609	826
	11,938	821	11,117
	1,016	529	487
	131	36	95
	2,095	602	1,493
	1,402	1,623	-221
	10,861	510	10,351
	969	870	99
	1,450	1,556	-106
	1,188	896	292
	2,691	1,173	1,518
	524	544	-20
	1,008	721	287
	2,101	2,434	-333
	688	761	-73
	2,357	1,855	502
	1,527	1,179	348
	1,122	719	403
	851	777	74
	2,382	662	1,720
	2,220	544	1,676
	663	676	-13
	1,154	303	851
	2,276	920	1,356
	73	30	43
	1,640	640	1,000
	2,359	881	1,478
	848	727	121
	1,543	588	955
	73,101	69,214	3,887
	8,654	6,652	2,002
	4,784	497	4,287
	4,586	5,792	-1,206
	4,120	3,575	545
	828	620	208
	5,492	5,844	-352
	3,162	2,355	807
	13,312	8,113	5,199
	76	49	27
	7,041	4,799	2,242
	6,162	7,413	-1,251
	1,365	2,124	-759
	88	104	-16
	2,472	2,904	-432
	525	622	-97
	1,578	1,867	-289
	1,244	1,458	-214
	3,908	4,604	-696
	177	199	-22
	1,956	2,189	-233
	2,564	2,885	-321
	5,567	1,615	3,952
	1,516	290	1,226
	1,730	331	1,399
	2,552	1,504	1,048
	1,727	1,019	708
	2,765	3,347	-582
	2,260	2,739	-479
	2,367	881	1,486
	1,893	705	1,188
	1,194	228	966
	1,333	1,474	-141
	3,858	5,855	-1,997
	1,393	920	473
	162	107	55
	163	107	56
	3,247	3,532	-285
	406	269	137
	41,990	41,448	542
	1,720	2,130	-410
	2,957	3,609	-652
	108,901	101,446	7,455
	1,886	2,106	-220
	56,343	51,617	4,726
	30,506	15,790	14,716
	76,276	36,600	39,676
	3,557	2,507	1,050
	5,159	5,690	-531
	3,440	3,609	-169
	6,252	3,048	3,204
	4,603	1,751	2,852
	660	761	-101
	4,630	5,324	-694
	661	761	-100
	661	761	-100
	208,636	199,268	9,368
	1,138	1,107	31
	47	46	1
	221,133	215,190	5,943
	3,879	1,450	2,429
	8,132	932	7,200
	3,739	371	3,368
	6,382	636	5,746
	2,815	984	1,831
	11,645	1,018	10,627
	3,501	1,217	2,284
	2,476	497	1,979
	5,531	3,814	1,717
	1,325	1,226	99
	608	551	57
	1,368	1,241	127
	1,352	1,152	200
	1,878	977	901
	2,136	2,179	-43
	2,198	2,022	176
	3,472	1,040	2,432
	10,339	1,856	8,483
	1,977	973	1,004
	2,170	1,016	1,154
	2,354	1,648	706
	2,015	2,096	-81
	3,848	3,121	727
	1,633	289	1,344
	3,139	262	2,877
	2,500	1,635	865
	5,736	734	5,002
	3,075	2,011	1,064
	4,179	263	3,916
	12,541	788	11,753
	1,351	847	504
	3,811	936	2,875
	2,646	2,661	-15
	19,098	704	18,394
	957	1,016	-59
	2,130	1,384	746
	2,423	1,299	1,124
	1,925	1,441	484
	1,858	1,854	4
	3,479	2,573	906
	1,899	1,473	426
	1,718	958	760
	2,346	1,553	793
	3,084	993	2,091
	2,266	2,022	244
	3,583	773	2,810
	1,702	1,549	153
	1,601	476	1,125
	3,796	1,336	2,460
	2,932	1,024	1,908
	2,250	920	1,330
	2,469	2,180	289
	1,028	293	735
	920	896	24
	5,088	4,962	126
	4,442	4,348	94
	592	402	190
	2,663	2,057	606
	1,974	2,285	-311
	211	244	-33
	141	163	-22
	3,587	3,394	193
	605	409	196
	2,992	1,900	1,092
	1,205	817	388
	2,970	1,280	1,690
	615	409	206
	1,245	817	428
	728	512	216
	1,061	750	311
	745	494	251
	2,074	1,395	679
	707	572	135
	1,485	1,271	214
	184	183	1
	647	639	8
	2,214	2,261	-47
	1,822	957	865
	92	97	-5
	1,187	1,307	-120
	1,013	1,149	-136
	1,590	837	753
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129
			115,129

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			37
b			452
c			1,805
d			1,310
e			358
			5
			201
			22
			35
			4,966
			528
			160
			325
			8,600
			381
			-972
			6,147
			903
			-27
			2,200
			516
			2,370
			785
			-68
			522
			-87
			-79
			6,339
			2,666
			2,406
			-441
			481
			1,336
			1,710
			4,257
			278
			186
			-178
			31
			-153
			90
			-49
			-24
			-33
			-62
			50,414
			1,285
			3,422
			6,505
			848
			5,092
			1,134
			3,746
			1,601
			-185
			160
			-4
			193
			757
			508
			53
			65
			1,442
			5,860
			430
			904
			606
			174
			398
			505
			1,359
			1,201
			424
			3,562
			826
			11,117
			487
			95
			1,493
			-221
			10,351
			99
			-106
			292
			1,518
			-20
			287
			-333
			-73
			502
			348
			403
			74
			1,720
			1,676
			-13
			851
			1,356
			43
			1,000
			1,478
			121
			955
			3,887
			2,002
			4,287
			-1,206
			545
			208
			-352
			807
			5,199
			27
			2,242
			-1,251
			-759
			-16
			-432
			-97
			-289
			-214
			-696
			-22
			-233
			-321
			3,952
			1,226
			1,399
			1,048
			708
			-582
			-479
			1,486
			1,188
			966
			-141
			-1,997
			473
			55
			56
			-285
			137
			542
			-410
			-652
			7,455
			-220
			4,726
			14,716
			39,676
			1,050
			-531
			-169
			3,204
			2,852
			-101
			-694
			-100
			-100
			9,368
			31
			1
			5,943
			2,429
			7,200
			3,368
			5,746
			1,831
			10,627
			2,284
			1,979
			1,717
			99
			57
			127
			200
			901
			-43
			176
			2,432
			8,483
			1,004
			1,154
			706
			-81
			727
			1,344
			2,877
			865
			5,002
			1,064
			3,916
			11,753
			504
			2,875
			-15
			18,394
			-59
			746
			1,124
			484
			4
			906
			426
			760
			793
			2,091
			244
			2,810
			153
			1,125
			2,460
			1,908
			1,330
			289
			735
			24
			126
			94
			190
			606
			-311
			-33
			-22
			193
			196
			1,092
			388
			1,690
			206
			428
			216
			311
			251
			679
			135
			214
			1
			8
			-47
			865
			-5
			-120
			-136
			753

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	531,285
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	11,199
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	11,199
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	11,199
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	6,296
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	6,296
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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	4,903
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 address

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)

Yes

(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? .................

Yes

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

List of Attached Documents:

// Content

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	108,752
10 S DEARBORN ST MC IL 1-0111 CHICAGO,IL60603	TRUSTEE 2	108,752

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

11,917,999

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

174,028

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

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

12,092,027

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

12,092,027

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

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

181,380

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

11,910,647

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

595,532

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

595,532

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

11,199

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

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

11,199

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

584,333

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

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

584,333

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

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

584,333

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) ..........

556,881

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. .......

556,881

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					584,333
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......	44,506
b From 2021......	0
c From 2022......	38,463
d From 2023......	51,236
e From 2024......	4,171
f Total of lines 3a through e ........		138,376
4Qualifying distributions for 2025 from Part
XI, line 4: $ 556,881
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.....					556,881
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2025.		27,452			27,452
(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		110,924
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) ...		17,054
9 Excess distributions carryover to 2026. Subtract lines 7 and 8 from line 6a ......		93,870
10 Analysis of line 9:
a Excess from 2021 ....	0
b Excess from 2022 ....	38,463
c Excess from 2023 ....	51,236
d Excess from 2024 ....	4,171
e Excess from 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 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).)

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

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

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

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

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

cAny submission deadlines:

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

Form 990-PF (2025)

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
CHICAGO HOME FOR INCURABLES 50 S LASALLE ST STE B-4 CHICAGO,IL60675	NONE		GENERAL	51,704
THE GADS HILL CENTER 1919 WEST CULLERTON CHICAGO,IL60608	NONE		GENERAL	51,704
GLENWOOD SCHOOL 500 WEST 187TH STREET CHICAGO,IL60425	NONE		GENERAL	51,704
METROPOLITAN FAMILY SERVICES ONE NORTH DEARBRON ST CHICAGO,IL60602	NONE		GENERAL	103,408
ADMIRAL AT THE LAKE 929 WEST FOSTER AVE CHICAGO,IL60640	NONE		GENERAL	51,704
UNIVERSITY OF CHICAGO 1427 E 60TH STREET STE 120 CHICAGO,IL60637	NONE		GENERAL	51,704
YOUNG MEN'S CHRISTIAN ASSOCIATION 801 N DEARBORN STREET CHICAGO,IL60610	NONE		GENERAL	51,704
CHILDREN'S CARE FOUNDATION 333 N MICHIGAN AVE STE 2131 CHICAGO,IL60601	NONE		GENERAL	51,704
UCAN 1940 LONG BEACH AVE VERNON,CA90058	NONE		GENERAL	51,704
Total ................................. 3a				517,040

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	348,588
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	531,285
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				879,873

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

879,873

(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
54401E143 LORD ABBETT SHRT DUR	235,705	226,436
83002G702 SIX CIRCLES GLOBAL B	498,631	448,129
83002G884 SIX CIRCLES CREDIT O	245,685	251,830
92206C771 VANGUARD MORTGAGE-BA	122,702	125,233
921937835 VANGUARD TOTAL BOND	119,384	121,623
92203J407 VANGUARD TOTAL INTL	496,212	487,549
92206C870 VANGUARD INT-TERM CO	117,431	124,704
46429B267 ISHARES US TREASURY	126,061	124,266

Name of Stock	End of Year Book Value	End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO	4,559	15,828
110122108 BRISTOL-MYERS SQUIBB
438516106 HONEYWELL INTERNATIO
464287465 ISHARES MSCI EAFE ET	157,345	237,098
532457108 ELI LILLY AND COMPAN	4,012	16,120
548661107 LOWE'S COS INC	19,485	21,946
594918104 MICROSOFT CORP	17,984	107,847
609207105 MONDELEZ INTERNATION	6,486	6,244
617446448 MORGAN STANLEY	6,849	29,470
713448108 PEPSICO INC	9,827	10,046
882508104 TEXAS INSTRUMENTS IN	17,296	21,686
949746101 WELLS FARGO & CO	13,285	27,401
02079K107 ALPHABET INC-CL C	11,350	68,408
30303M102 META PLATFORMS INC-C	18,675	62,709
57636Q104 MASTERCARD INC - A	20,028	37,678
65339F101 NEXTERA ENERGY INC	16,457	16,217
78462F103 SPDR S&P 500 ETF TRU	1,176,756	4,034,239
91324P102 UNITEDHEALTH GROUP I	13,018	21,787
94106B101 WASTE CONNECTIONS IN	4,685	10,171
023135106 AMAZON.COM INC	33,691	72,247
037833100 APPLE INC	43,392	85,364
060505104 BANK OF AMERICA CORP	15,222	25,465
655844108 NORFOLK SOUTHERN COR
67066G104 NVIDIA CORP	15,239	132,788
025816109 AMERICAN EXPRESS CO	6,772	19,977
315911750 FIDELITY 500 INDEX F	66,003	75,436
83002G306 SIX CIRCLES US UNCON	1,131,766	1,791,023
83002G405 SIX CIRCLES INTL UNC	861,430	1,150,928
00287Y109 ABBVIE INC	11,008	26,048
337738108 FISERV INC
580135101 MCDONALD'S CORP	15,117	17,421
N6596X109 NXP SEMICONDUCTORS N
09857L108 BOOKING HOLDINGS INC	8,740	26,777
315911727 FIDELITY INTL INDX	110,851	149,167
461202103 INTUIT INC	10,956	10,599
883556102 THERMO FISHER SCIENT	14,600	16,804
N07059210 ASML HOLDING NV-NY R	5,397	8,559
20825C104 CONOCOPHILLIPS
22160K105 COSTCO WHOLESALE COR	5,183	8,623
363576109 ARTHUR J GALLAGHER &	6,862	12,422
43300A203 HILTON WORLDWIDE HOL	6,442	14,650
45687V106 INGERSOLL RAND INC
46120E602 INTUITIVE SURGICAL I
46641Q191 JPMORGAN BETABUILDER	251,575	261,241
46641Q217 JPMORGAN BETABUILDER	332,220	387,287
46641Q225 JPMORGAN BETABUILDER	136,698	268,491
46641Q233 JPMORGAN BETABUILDER	192,226	199,077
679580100 OLD DOMINION FREIGHT	7,194	7,997
75886F107 REGENERON PHARMACEUT
G29183103 EATON CORP PLC	6,946	16,563
30231G102 EXXON MOBIL CORP	20,625	24,068
61174X109 MONSTER BEVERAGE COR
743315103 PROGRESSIVE CORP	6,890	13,208
78409V104 S&P GLOBAL INC	8,912	13,065
573284106 MARTIN MARIETTA MATE	9,190	13,076
842587107 THE SOUTHERN COMPANY	18,169	19,271
863667101 STRYKER CORP	10,062	11,950
872540109 TJX COMPANIES INC	6,439	11,982
G54950103 LINDE PLC	9,128	16,203
11135F101 BROADCOM INC	28,065	36,687
127387108 CADENCE DESIGN SYS I	7,970	8,127
254687106 WALT DISNEY CO/THE	18,062	18,089
68902V107 OTIS WORLDWIDE CORP
79466L302 SALESFORCE INC
824348106 SHERWIN-WILLIAMS CO/
032095101 AMPHENOL CORP-CL A	11,965	11,757
126408103 CSX CORP	13,279	13,449
26884L109 EQT CORP	11,680	11,202
278865100 ECOLAB INC	15,240	15,226
29364G103 ENTERGY CORP	7,131	7,025
443201108 HOWMET AEROSPACE INC	14,633	18,452
478160104 JOHNSON & JOHNSON	21,910	26,904
81762P102 SERVICENOW INC	13,119	10,723
874039100 TAIWAN SEMICONDUCTOR	11,119	16,714
931142103 WALMART INC	10,289	11,698
G8994E103 TRANE TECHNOLOGIES P	15,874	15,179

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI	AT COST	170,852	173,062
64128R608 NEUBERGER BERM LNG S	AT COST	109,990	126,458
72201U638 PIMCO MRTG OPP & BND	AT COST	62,038	62,636
83002G876 SIX CIRCLES MULTI-ST	AT COST	369,334	367,374

Description	Amount
2025 TRANSACTION POSTED IN 2026	13,083
MUTUAL FUND ADJUSTMENT	3
COST BASIS ADJUSTMENT	9
ROUNDING	15

Description	Amount
RETURN OF CAPITAL ADJUSTMENT	5
2024 TRANSACTION POSTED IN 2025	13,260

Category	Amount	Net Investment Income
FOREIGN TAXES	175	175
FEDERAL TAX PAYMENT - PRIOR YE	2,847	0
FEDERAL ESTIMATES - INCOME	6,296	0
FOREIGN TAXES ON QUALIFIED FOR	4,067	4,067
FOREIGN TAXES ON NONQUALIFIED	1,006	1,006