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
JA JR & WF VAN WYNEN-TRUST B
 
Number and street (or P.O. box number if mail is not delivered to street address) 500 FIRST AVE P7-PFSC-03-Z
  Room/suite
City or town
PITTSBURGH
State or province
PA
Country  
ZIP or foreign postal code
15219
A Employer identification number

22-6502705
B Telephone number (see instructions)

4127686324
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)$1,243,443J 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... 30,350 29,961  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 47,875
b Gross sales price for all assets on line 6a 482,258
7 Capital gain net income (from Part IV, line 2)... 47,875
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........ 78,225 77,836  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 13,275 5,678   7,597
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)... Click to see attachment
List of Attached Documents:
// Content
2,419 440   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,694 6,118 0 7,597
25 Contributions, gifts, grants paid....... 46,985 46,985
26 Total expenses and disbursements. Add lines 24 and 25 ................ 62,679 6,118 0 54,582
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 15,546
b Net investment income (if negative, enter -0-) 71,718
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 25,765 27,399 27,399
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)....... 117,078 Click to see attachment
List of Attached Documents:
// Content
111,559 		271,899
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 810,932 Click to see attachment
List of Attached Documents:
// Content
830,596 		944,145
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) 953,775 969,554 1,243,443
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........ 953,775 969,554
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)..... 953,775 969,554
30 Total liabilities and net assets/fund balances (see instructions). 953,775 969,554
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
953,775
2
Enter amount from Part I, line 27a .....................
2
15,546
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
479
4
Add lines 1, 2, and 3 ..........................
4
969,800
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
246
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
969,554
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 11.467 LSV SMALL CAP FUND-INST   2024-03-19 2025-03-11
b 124.807 LSV SMALL CAP FUND-INST   2024-01-23 2025-03-11
c 42.111 PZENA EMERG MKTS VALUE-INST   2022-09-16 2025-03-11
d 684.68 ARTISAN INTL SM/MID-INST   2024-08-20 2025-03-11
e 341.78 BAIRD AGGREGATE BOND FUND   2019-08-29 2025-03-11
277.107 BLACKROCK CORE BOND PORTFOLIO   2021-03-23 2025-03-11
44. DIMENSIONAL INTERNATIONAL VA   2023-11-14 2025-03-11
92.267 FEDERATED TOTAL RETURN BOND   2023-05-25 2025-03-11
9.906 OAKMARK INTL SM CAP-R6   2024-03-19 2025-03-11
634.505 OAKMARK INTL SM CAP-R6   2020-04-27 2025-03-11
305.841 HENNESSY FOCUS FUND CLASS INS   2024-01-23 2025-03-11
1. ISHARES CORE S&P 500   2024-11-19 2025-03-11
60. ISHARES U S TREASURY BOND   2023-05-25 2025-03-11
19. ISHARES MSCI INTL QUALITY   2023-04-18 2025-03-11
89.247 OBERWEIS SMALL CAP OPPPRTUNITES   2024-01-23 2025-03-11
83.12 PRUDENTIAL TOTAL RETURN BOND   2024-03-19 2025-03-11
28.027 PGIM JENN M/C GROW-R6   2024-01-23 2025-03-11
26.58 TOUCHSTONE SANDS EM GR-R6   2022-02-28 2025-03-11
86.376 TOUCHSTONE MIDCAP VALUE FUND   2024-01-23 2025-03-11
1. WEC ENERGY GROUP INC   2012-12-18 2025-03-11
14. WISDOMTREE U.S. QUALITY DIVI   2023-09-25 2025-03-11
8. MCDONALD'S CORP   2022-11-22 2025-03-25
18. PEPSICO INC   2023-09-06 2025-03-25
10. UNITEDHEALTH GROUP INC   2016-10-28 2025-05-16
1. BROADCOM INC   2025-03-11 2025-07-10
7. BROADCOM INC   2019-02-08 2025-07-10
14. ILLINOIS TOOL WORKS INC     2025-07-10
1. PHILIP MORRIS INTERNAT-W/I   2025-03-11 2025-07-10
4. PHILIP MORRIS INTERNAT-W/I   2021-07-23 2025-07-10
3. QUANTA SVCS INC   2020-09-01 2025-07-10
1. ABBOTT LABORATORIES INC   2025-03-11 2025-08-26
1. ABBOTT LABORATORIES INC   2021-10-20 2025-08-26
1. ABBVIE INC   2020-04-14 2025-08-26
64.104 PZENA EMERG MKTS VALUE-INST   2022-09-16 2025-08-26
1. ALPHABET INC/CA-CL A   2025-03-11 2025-08-26
3. ALPHABET INC/CA-CL A   2012-12-18 2025-08-26
1. AMAZON COM INC   2025-03-11 2025-08-26
3. AMAZON COM INC   2018-05-04 2025-08-26
2. AVANTIS US LARGE CAP VALUE   2025-03-11 2025-08-26
1. APPLE INC   2025-03-11 2025-08-26
5. APPLE INC   2013-10-09 2025-08-26
1. ATMOS ENERGY CORP   2024-01-25 2025-08-26
1. BANK OF AMERICA CORP   2025-03-11 2025-08-26
6. BANK OF AMERICA CORP     2025-08-26
14854.675 BLACKROCK CORE BOND PORTFOLIO     2025-08-26
1. BLACKSTONE INC   2021-11-22 2025-08-26
1. BOSTON SCIENTIFIC CORP   2025-03-11 2025-08-26
2. BOSTON SCIENTIFIC CORP   2023-09-06 2025-08-26
3. BROADCOM INC   2019-02-08 2025-08-26
1. CADENCE DESIGN SYSTEMS INC   2023-03-14 2025-08-26
1. CHEVRON CORPORATION   2022-03-03 2025-08-26
1. CINTAS CORP   2025-03-11 2025-08-26
1. CINTAS CORP   2019-04-24 2025-08-26
1. COSTCO WHOLESALE CORP   2018-07-27 2025-08-26
29. DIMENSIONAL INTERNATIONAL VA   2023-11-14 2025-08-26
2. DISNEY WALT CO   2024-04-01 2025-08-26
1. EASTMAN CHEM CO   2024-09-23 2025-08-26
2. EXXON MOBIL CORP   2021-02-19 2025-08-26
1. META PLATFORMS INC   2023-04-12 2025-08-26
3883.504 FEDERATED TOTAL RETURN BOND     2025-08-26
116.76 SEAFARER OVERSEAS GROWTH &   2021-12-17 2025-08-26
1. FOX CORP - CLASS A - W/I   2022-04-20 2025-08-26
1. GE VERNOVA LLC   2025-07-10 2025-08-26
1. HOME DEPOT INC   2012-12-18 2025-08-26
1. HONEYWELL INTL INC   2025-03-11 2025-08-26
1. HUBBELL INC   2024-02-29 2025-08-26
89.129 WCM FOCUSED INTL GROWTH-INS   2025-03-11 2025-08-26
6. ISHARES CORE S&P 500   2024-11-19 2025-08-26
15. ISHARES CORE MSCI DEV MKTS   2025-03-11 2025-08-26
2. JPMORGAN CHASE & CO   2012-12-18 2025-08-26
3. LAM RESEARCH CORP   2020-03-05 2025-08-26
67.382 LONGLEAF PARTNERS FDS TR   2021-03-23 2025-08-26
1. MARRIOTT INTERNATIONAL INC   2024-01-25 2025-08-26
1. MASTERCARD INC CL A   2021-11-22 2025-08-26
1. MCKESSON CORPORATION   2025-05-16 2025-08-26
1. MERCK & CO INC   2025-03-11 2025-08-26
2. MERCK & CO INC     2025-08-26
1. MICROSOFT CORP   2025-03-11 2025-08-26
2. MICROSOFT CORP   2018-12-26 2025-08-26
2. MORGAN STANLEY   2020-01-27 2025-08-26
11. NVIDIA CORP   2025-07-10 2025-08-26
38.089 OBERWEIS SMALL CAP OPPPRTUNITES   2024-01-23 2025-08-26
2. PHILIP MORRIS INTERNAT-W/I   2021-07-23 2025-08-26
1. PROCTER & GAMBLE CO   2018-10-25 2025-08-26
3055.924 PRUDENTIAL TOTAL RETURN BOND     2025-08-26
51.165 PGIM JENN M/C GROW-R6   2024-01-23 2025-08-26
1. RAYMOND JAMES FINANCIAL INC   2024-10-29 2025-08-26
2. RTX CORPORATION   2025-07-10 2025-08-26
1. SHERWIN-WILLIAMS CO   2024-11-06 2025-08-26
1. TJX COMPANIES INC NEW   2025-03-11 2025-08-26
1. TJX COMPANIES INC NEW   2023-02-09 2025-08-26
1. TAIWAN SEMICONDUCTOR MTG CO   2020-12-09 2025-08-26
1. TELEDYNE TECHNOLOGIES INC   2019-11-08 2025-08-26
22.864 TOUCHSTONE SANDS EM GR-R6   2019-05-29 2025-08-26
23.332 TOUCHSTONE SANDS EM GR-R6   2022-02-28 2025-08-26
1. VISA INC   2013-02-11 2025-08-26
1. WEC ENERGY GROUP INC   2012-12-18 2025-08-26
1. WISDOMTREE U.S. QUALITY DIVI   2023-09-25 2025-08-26
1. CHUBB LTD   2023-05-16 2025-08-26
1. ROYAL CARIBBEAN CRUISES LTD   2025-03-25 2025-08-26
47.846 LONGLEAF PARTNERS FDS TR   2025-03-11 2025-09-03
832.922 LONGLEAF PARTNERS FDS TR     2025-09-03
8. ACCENTURE PLC CLASS A   2019-05-10 2025-09-19
149. AVANTIS US LARGE CAP VALUE   2025-03-11 2025-09-22
100.313 SEAFARER OVERSEAS GROWTH &   2025-03-11 2025-09-22
1837.328 SEAFARER OVERSEAS GROWTH &     2025-09-22
39.927 WCM FOCUSED INTL GROWTH-INS   2025-03-11 2025-09-22
476.973 WCM FOCUSED INTL GROWTH-INS   2018-09-26 2025-09-22
735. ISHARES MSCI INTL QUALITY     2025-09-22
365. WISDOMTREE U.S. QUALITY DIVI   2023-09-25 2025-09-22
18. EASTMAN CHEM CO     2025-10-01
118. WISDOMTREE U.S. QUALITY DIVI     2025-10-24
.75 SOLSTICE ADV MATERIALS INC   2023-10-16 2025-11-07
7. LAM RESEARCH CORP   2020-03-05 2025-11-13
3. SOLSTICE ADV MATERIALS INC   2023-10-16 2025-11-13
1. ABBOTT LABORATORIES INC   2021-10-20 2025-12-16
2. ALPHABET INC/CA-CL A   2012-12-18 2025-12-16
2. AMAZON COM INC   2018-05-04 2025-12-16
2. APPLE INC   2013-10-09 2025-12-16
1. ATMOS ENERGY CORP   2024-01-25 2025-12-16
261.802 BAIRD AGGREGATE BOND FUND   2019-08-29 2025-12-16
2. BANK OF AMERICA CORP   2019-01-31 2025-12-16
1. BOSTON SCIENTIFIC CORP   2023-09-06 2025-12-16
1. BROADCOM INC   2019-02-08 2025-12-16
1. CARPENTER TECHNOLOGY CORP   2025-10-01 2025-12-16
1. CASEYS GENERAL STORES INC   2025-03-25 2025-12-16
76. DIMENSIONAL INTERNATIONAL VA   2025-09-22 2025-12-16
2. EXXON MOBIL CORP   2021-02-19 2025-12-16
2. FOX CORP - CLASS A - W/I   2022-04-20 2025-12-16
1. HONEYWELL INTL INC   2023-10-16 2025-12-16
3. ISHARES CORE S&P 500   2024-11-19 2025-12-16
5. ISHARES U S TREASURY BOND   2025-09-22 2025-12-16
19. ISHARES CORE MSCI DEV MKTS   2025-09-22 2025-12-16
1. LAM RESEARCH CORP   2020-03-05 2025-12-16
2. MICROSOFT CORP   2018-12-26 2025-12-16
1. NVIDIA CORP   2025-07-10 2025-12-16
3. NVIDIA CORP   2024-11-22 2025-12-16
48.795 OBERWEIS SMALL CAP OPPPRTUNITES   2024-01-23 2025-12-16
1. PHILIP MORRIS INTERNAT-W/I   2021-07-23 2025-12-16
1. PROCTER & GAMBLE CO   2018-10-25 2025-12-16
1. QUANTA SVCS INC   2020-09-01 2025-12-16
1. RAYMOND JAMES FINANCIAL INC   2024-10-29 2025-12-16
1. TELEDYNE TECHNOLOGIES INC   2025-11-13 2025-12-16
140.043 VANGUARD CORE BOND FUND     2025-12-16
1. WEC ENERGY GROUP INC   2012-12-18 2025-12-16
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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 201   207 -6
b 2,188   2,218 -30
c 534   438 96
d 11,968   12,735 -767
e 3,356   3,872 -516
2,283   2,708 -425
1,721   1,438 283
873   870 3
195   190 5
12,474   6,929 5,545
13,696   13,524 172
564   591 -27
1,374   1,379 -5
761   688 73
2,081   2,032 49
998   984 14
554   600 -46
391   442 -51
1,908   1,894 14
109   38 71
1,111   898 213
2,447   2,198 249
2,626   3,130 -504
2,789   1,418 1,371
274   184 90
1,919   190 1,729
3,666   3,466 200
178   151 27
714   392 322
1,128   156 972
132   137 -5
132   124 8
208   81 127
938   666 272
208   166 42
623   54 569
227   195 32
682   237 445
143   129 14
227   228 -1
1,135   87 1,048
165   112 53
49   40 9
296   170 126
123,739   136,833 -13,094
169   142 27
105   94 11
210   106 104
885   81 804
344   202 142
157   153 4
212   201 11
212   54 158
940   220 720
1,319   948 371
235   244 -9
68   108 -40
222   105 117
750   214 536
36,971   36,364 607
1,617   1,544 73
60   39 21
604   526 78
409   63 346
220   214 6
437   378 59
2,367   2,048 319
3,875   3,547 328
1,175   1,034 141
588   87 501
304   91 213
1,211   1,257 -46
268   243 25
593   338 255
678   722 -44
85   95 -10
171   150 21
504   380 124
1,009   197 812
295   107 188
1,980   1,788 192
1,065   867 198
334   196 138
156   89 67
36,916   35,588 1,328
1,181   1,095 86
166   149 17
313   292 21
367   380 -13
136   118 18
136   81 55
236   106 130
541   342 199
380   285 95
387   388 -1
349   40 309
107   38 69
87   64 23
273   200 73
346   226 120
860   742 118
14,968   15,212 -244
1,916   1,371 545
10,781   9,633 1,148
1,443   1,199 244
26,421   19,962 6,459
1,102   918 184
13,169   7,961 5,208
32,274   26,562 5,712
32,558   23,422 9,136
1,124   1,941 -817
10,599   8,669 1,930
35   33 2
1,114   213 901
139   132 7
127   124 3
610   36 574
444   158 286
547   35 512
169   112 57
2,610   2,966 -356
110   56 54
92   53 39
340   27 313
319   245 74
543   415 128
3,731   3,519 212
230   105 125
141   78 63
197   176 21
2,033   1,774 259
115   116 -1
1,546   1,522 24
162   30 132
950   197 753
177   163 14
530   435 95
1,451   1,111 340
158   98 60
145   89 56
434   52 382
162   149 13
506   519 -13
2,554   2,556 -2
104   38 66
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
      4,195
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       -6
b       -30
c       96
d       -767
e       -516
      -425
      283
      3
      5
      5,545
      172
      -27
      -5
      73
      49
      14
      -46
      -51
      14
      71
      213
      249
      -504
      1,371
      90
      1,729
      200
      27
      322
      972
      -5
      8
      127
      272
      42
      569
      32
      445
      14
      -1
      1,048
      53
      9
      126
      -13,094
      27
      11
      104
      804
      142
      4
      11
      158
      720
      371
      -9
      -40
      117
      536
      607
      73
      21
      78
      346
      6
      59
      319
      328
      141
      501
      213
      -46
      25
      255
      -44
      -10
      21
      124
      812
      188
      192
      198
      138
      67
      1,328
      86
      17
      21
      -13
      18
      55
      130
      199
      95
      -1
      309
      69
      23
      73
      120
      118
      -244
      545
      1,148
      244
      6,459
      184
      5,208
      5,712
      9,136
      -817
      1,930
      2
      901
      7
      3
      574
      286
      512
      57
      -356
      54
      39
      313
      74
      128
      212
      125
      63
      21
      259
      -1
      24
      132
      753
      14
      95
      340
      60
      56
      382
      13
      -13
      -2
      66
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 47,875
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 997
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........................... 3 997
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- ..... 5 997
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,236
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 1,236
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 239
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax239 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)
NJ
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressn/a
14
The books are in care ofPNC BANK NA Telephone no. (412) 768-6324

Located at500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+415219
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
GLORIA E GRIECO ESQ CO-TRUSTEE
1 		3,812    
31 PARK STREET
MONTCLAIR,NJ07042
PNC BANK N A TRUSTEE
1 		9,463    
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,171,797
b
Average of monthly cash balances.......................
1b
22,550
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,194,347
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
1,194,347
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
17,915
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,176,432
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
58,822
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
58,822
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
997
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
997
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
57,825
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
57,825
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
57,825
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
54,582
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
54,582
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 57,825
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 46,985
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 54,582
a Applied to 2024, but not more than line 2a 46,985
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..... 7,597
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		50,228
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ROSARY HILL HOME

600 LINDA AVE
HAWTHORNE,NY105321362 		NONE   GENERAL SUPPORT 15,308

ST JOSEPH'S HOME FOR ELDERLY

PO BOX 91
TOTOWA,NJ07512 		NONE   GENERAL SUPPORT 7,677

ST TERESA OF CALCUTTA PARISH

30 N FULLERTON AVENUE
MONTCLAIR,NJ070423445 		NONE   GENERAL SUPPORT 24,000
Total ................................. 3a 46,985
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 30,350  
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 47,875  
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) ..   78,225  
13Total. Add line 12, columns (b), (d), and (e)..................
13
78,225
(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 ExplnOfNonFilingWithAGStmt
Name:
JA JR & WF VAN WYNEN-TRUST B
EIN:
22-6502705
Statement:
The New Jersey Office of the Attorney General has indicated that no Forms 990-PF should be filed with the State unless a charitable organization has pre-registered with the office. Although the situs of this trust is New Jersey, it does not solicit contributions from the public and therefore it does not meet the registration requirements of the State of New Jersey. As a result, the Trust does not furnish a copy of its Form 990-PF to the State.

TY 2025 InvestmentsCorpStockSchedule
Name:
JA JR & WF VAN WYNEN-TRUST B
EIN:
22-6502705
Name of Stock End of Year Book Value End of Year Fair Market Value
172908105 CINTAS CORP 913 3,197
437076102 HOME DEPOT INC 629 3,441
532457108 ELI LILLY & CO 626 7,523
594918104 MICROSOFT CORP 2,142 20,312
617446448 MORGAN STANLEY 1,174 3,906
620076307 MOTOROLA SOLUTIONS I 997 2,300
742718109 PROCTER & GAMBLE CO 1,328 2,150
863667101 STRYKER CORP 1,304 2,109
874039100 TAIWAN SEMICONDUCTOR 1,212 3,647
879360105 TELEDYNE TECHNOLOGIE 2,064 2,554
74762E102 QUANTA SVCS INC 365 2,954
00287Y109 ABBVIE INC 1,056 2,970
02079K305 ALPHABET INC/CA-CL A 1,209 20,971
11135F101 BROADCOM INC 922 11,767
22160K105 COSTCO WHOLESALE COR 881 3,449
30303M102 META PLATFORMS INC 2,133 11,222
46625H100 JPMORGAN CHASE & CO 1,005 7,411
58933Y105 MERCK & CO INC 1,933 2,842
78409V104 S&P GLOBAL INC 651 3,136
91324P102 UNITEDHEALTH GROUP I    
92826C839 VISA INC 474 4,209
92939U106 WEC ENERGY GROUP INC 530 1,476
G1151C101 ACCENTURE PLC CLASS    
002824100 ABBOTT LABORATORIES 2,948 3,132
023135106 AMAZON COM INC 4,179 12,926
037833100 APPLE INC 1,218 19,030
053332102 AUTOZONE INC 789 3,392
060505104 BANK OF AMERICA CORP 2,341 4,620
09260D107 BLACKSTONE INC 2,411 2,620
30231G102 EXXON MOBIL CORP 1,829 4,212
57636Q104 MASTERCARD INC CL A 3,045 5,138
718172109 PHILIP MORRIS INTERN 2,154 3,529
166764100 CHEVRON CORPORATION 1,989 1,981
35137L105 FOX CORP - CLASS A - 977 1,827
580135101 MCDONALD'S CORP    
101137107 BOSTON SCIENTIFIC CO 1,643 2,956
127387108 CADENCE DESIGN SYSTE 2,550 3,438
438516106 HONEYWELL INTL INC 2,460 2,731
452308109 ILLINOIS TOOL WORKS    
713448108 PEPSICO INC    
81762P102 SERVICE NOW INC 2,602 3,064
872540109 TJX COMPANIES INC NE 1,708 3,226
H1467J104 CHUBB LTD 1,998 3,121
049560105 ATMOS ENERGY CORP 1,910 2,850
09290D101 BLACKROCK FUNDING IN 1,743 3,211
254687106 DISNEY WALT CO 2,072 1,934
277432100 EASTMAN CHEM CO    
443510607 HUBBELL INC 2,266 2,665
512807306 LAM RESEARCH CORP 792 4,451
571903202 MARRIOTT INTERNATION 1,944 2,482
67066G104 NVIDIA CORP 17,258 23,686
754730109 RAYMOND JAMES FINANC 2,218 2,409
824348106 SHERWIN-WILLIAMS CO 2,283 1,944
893641100 TRANSDIGM GROUP INC 2,663 2,660
G54950103 NEW LINDE PLC 2,373 2,132
144285103 CARPENTER TECHNOLOGY 1,223 1,574
147528103 CASEYS GENERAL STORE 2,077 2,764
36828A101 GE VERNOVA LLC 2,631 3,268
58155Q103 MCKESSON CORPORATION 2,167 2,461
75513E101 RTX CORPORATION 3,061 3,851
V7780T103 ROYAL CARIBBEAN CRUI 2,489 3,068

TY 2025 InvestmentsOtherSchedule2
Name:
JA JR & WF VAN WYNEN-TRUST B
EIN:
22-6502705
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
317609295 SEAFARER OVERSEAS GR      
461418444 WCM FOCUSED INTL GRO AT COST 12,566 19,709
464287200 ISHARES CORE S&P 500 AT COST 143,751 219,181
97717X669 WISDOMTREE U.S. QUAL      
057071854 BAIRD AGGREGATE BOND AT COST 146,539 146,313
09260B309 BLACKROCK CORE BOND      
413838566 OAKMARK INTL SM CAP-      
543069405 LONGLEAF PARTNERS FD      
00770X675 PZENA EMERG MKTS VAL AT COST 17,929 24,680
89154M702 TOUCHSTONE SANDS EM AT COST 18,777 24,093
25434V807 DIMENSIONAL INTERNAT AT COST 34,202 43,263
31428Q739 FEDERATED TOTAL RETU      
46429B267 ISHARES U S TREASURY AT COST 74,880 75,591
46434V456 ISHARES MSCI INTL QU      
74440B884 PRUDENTIAL TOTAL RET      
00769G535 LSV SMALL CAP FUND-I AT COST 12,340 12,813
04314H576 ARTISAN INTL SM/MID-      
42588P809 HENNESSY FOCUS FUND      
674375878 OBERWEIS SMALL CAP O AT COST 10,136 13,332
74441C881 PGIM JENN M/C GROW-R AT COST 14,952 14,504
89155H389 TOUCHSTONE MIDCAP VA AT COST 14,523 15,934
025072349 AVANTIS US LARGE CAP AT COST 14,547 17,048
092528603 ISHARES FLEXIBLE INC AT COST 42,551 42,322
37954Y632 GLOBAL X ART INTEL & AT COST 50,288 51,063
46138E800 INVESCO CHINA TECHNO AT COST 22,063 19,864
46435G326 ISHARES CORE MSCI DE AT COST 32,885 37,776
52107V229 LAZARD INTL QLTY GRW AT COST 21,769 20,520
922020839 VANGUARD CORE BOND F AT COST 145,898 146,139

TY 2025 OtherDecreasesSchedule
Name:
JA JR & WF VAN WYNEN-TRUST B
EIN:
22-6502705
Description Amount
PY RETURN OF CAPITAL ADJUSTMENT 78
ROC ON CY SALES 168


TY 2025 OtherIncreasesSchedule
Name:
JA JR & WF VAN WYNEN-TRUST B
EIN:
22-6502705
Description Amount
COST BASIS ADJUSTMENT 37
MUTUAL FUND TIMING ADJ 442


TY 2025 TaxesSchedule
Name:
JA JR & WF VAN WYNEN-TRUST B
EIN:
22-6502705
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 293 293   0
FEDERAL TAX PAYMENT - PRIOR YE 743 0   0
FEDERAL ESTIMATES - INCOME 1,236 0   0
FOREIGN TAXES ON NONQUALIFIED 147 147   0