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
JACK O SCROGGINS CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) P O BOX 3688
  Room/suite
City or town
TULSA
State or province
OK
Country  
ZIP or foreign postal code
741013688
A Employer identification number

20-5769095
B Telephone number (see instructions)

9187440553
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)$889,187J 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 24,197    
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 59,901
b Gross sales price for all assets on line 6a 339,481
7 Capital gain net income (from Part IV, line 2)... 59,901
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........ 84,098 59,901  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 9,152      
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,300 0 0 0
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
1,165     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.......... 11,617 0 0 0
25 Contributions, gifts, grants paid....... 31,704 31,704
26 Total expenses and disbursements. Add lines 24 and 25 ................ 43,321 0 0 31,704
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 40,777
b Net investment income (if negative, enter -0-) 59,901
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............. 41,918 13,164 13,164
2 Savings and temporary cash investments.........      
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)....... 342,997 Click to see attachment
List of Attached Documents:
// Content
412,410 		663,126
c Investments—corporate bonds (attach schedule)....... 214,459 Click to see attachment
List of Attached Documents:
// Content
214,709 		212,897
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 599,374 640,283 889,187
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........ 599,374 640,283
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)..... 599,374 640,283
30 Total liabilities and net assets/fund balances (see instructions). 599,374 640,283
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
599,374
2
Enter amount from Part I, line 27a .....................
2
40,777
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
132
4
Add lines 1, 2, and 3 ..........................
4
640,283
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
640,283
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 8. APPLIED MATERIALS   2019-02-21 2025-03-12
b 2. BLACKROCK INC   2018-12-10 2025-03-12
c 1. BOOKING HOLDINGS INC   2021-09-13 2025-03-12
d 5. THE CIGNA GROUP     2025-03-12
e 2. COSTCO WHOLESALE   2024-03-04 2025-03-12
15. DANAHER CORP   2008-11-06 2025-03-12
44. EDWARDS LIFESCIENCES     2025-03-12
26. ELECTRONIC ARTS   2019-12-06 2025-03-12
12. FISERV     2025-03-12
11. HONEYWELL INTL   2016-01-06 2025-03-12
20. INGERSOLL-RAND INC   2023-12-19 2025-03-12
20. INTERCONTINENTAL EXCHANGE     2025-03-12
111. ISHARES SEMICONDUCTOR ETF   2024-08-29 2025-03-12
7. L3 HARRIS TECHNOLOGIES INC   2020-11-23 2025-03-12
4. S&P GLOBAL INC   2022-03-14 2025-03-12
8. STST CNSMRDSCRTNRY SLCTSCTR SPDR ETF   2016-08-04 2025-03-12
49. STST CMMNCN SRVCS SLCT SCTR SPDR ETF   2018-12-10 2025-03-12
3. THERMO ELECTRON   2014-07-09 2025-03-12
10. VANGUARD CONSUMER STAPLES ETF     2025-03-12
15. ZOETIS INC   2024-08-29 2025-03-12
2361.275 PIMCO FDS TOTAL RETURN FUND     2025-05-15
8. ALPHABET INC CL A     2025-06-06
4. APPLIED MATERIALS   2019-02-21 2025-06-06
7. D R HORTON INC   2024-08-29 2025-06-06
6. WALT DISNEY   2024-12-05 2025-06-06
9. FIDELITY MSCI INDUSTRIAL INDEX ETF   2024-01-17 2025-06-06
284.101 FIDELITY EMERGING MARKETS INDEX     2025-06-06
4. INGERSOLL-RAND INC   2024-12-05 2025-06-06
22. INGERSOLL-RAND INC   2023-12-19 2025-06-06
111.298 JOHN HANCOCK DISCPL VALUE MID-CAP I     2025-06-06
298.314 MASSMUTUAL SELECT MID-CAP GROWTH I     2025-06-06
3. MICROSOFT   2016-04-25 2025-06-06
130. NORTHERN FUNDS MID-CAP INDEX     2025-06-06
12. STE ST INDUSTRIAL SLCT SCTR SPDR ETF     2025-06-06
6. TAIWAN SEMICONDUCTOR MFG CO LTD     2025-06-06
212.486 VANGUARD ADMIRAL INTL GROWTH     2025-06-06
44. VANGUARD FINANCIALS ETF     2025-06-06
3. VANGUARD HEALTH CARE ETF     2025-06-06
19. VANGUARD TECHNOLOGY ETF     2025-06-06
2. VEEVA SYS INC   2025-03-12 2025-06-06
32.843 VANGUARD MID-CAP INDEX ADMIRAL     2025-06-06
2445.128 PIMCO FDS TOTAL RETURN FUND     2025-08-07
595.13147 PIMCO HIGH YIELD I     2025-08-07
22.15253 PIMCO HIGH YIELD I   2019-06-05 2025-08-07
14. ALPHABET INC CL A   2023-09-15 2025-09-04
3. APPLIED MATERIALS   2019-02-21 2025-09-04
4. CHEVRONTEXACO     2025-09-04
9. D R HORTON INC   2025-03-12 2025-09-04
5. D R HORTON INC   2024-08-29 2025-09-04
15. FIDELITY MSCI INDUSTRIAL INDEX ETF   2024-01-17 2025-09-04
9. FISERV   2025-06-06 2025-09-04
26. FISERV   2024-06-04 2025-09-04
3. HOME DEPOT   2016-01-06 2025-09-04
1. HONEYWELL INTL   2016-01-06 2025-09-04
4. NVIDIA CORP   2025-03-12 2025-09-04
2. PEPSICO   2023-12-19 2025-09-04
10. STE ST INDUSTRIAL SLCT SCTR SPDR ETF   2017-07-17 2025-09-04
3. SECTOR SPDR TR   2016-08-04 2025-09-04
7. TAIWAN SEMICONDUCTOR MFG CO LTD   2024-08-29 2025-09-04
2. THERMO ELECTRON   2014-07-09 2025-09-04
2. UNION PACIFIC CORPORATION COM   2025-03-12 2025-09-04
3.379 VANGUARD TAX-MANAGED SMALL-CAP ADM   2023-12-20 2025-09-04
12. VANGUARD CONSUMER STAPLES ETF     2025-09-04
10. VANGUARD HEALTH CARE ETF     2025-09-04
12. WORKDAY INC CL A   2024-12-05 2025-09-04
2. ASML HOLDING NV SPONS ADR   2025-03-12 2025-09-04
1. ALPHABET INC CL A   2023-09-15 2025-11-06
1. AMAZON COM INC   2021-03-03 2025-11-06
5.157 NOMURA EMERGING MARKETS-R6   2021-12-31 2025-11-06
21.325 DODGE & COX INTERNATIONAL STOCK   2021-09-14 2025-11-06
4.161 FIDELITY INTERNATIONAL INDEX FUND   2025-09-04 2025-11-06
1. FIDELITY MSCI INDUSTRIAL INDEX ETF   2024-01-17 2025-11-06
.911 JOHN HANCOCK DISCPL VALUE MID-CAP I   2021-03-04 2025-11-06
1. KINDER MORGAN INC   2016-04-25 2025-11-06
2.478 NORTHERN FUNDS MID-CAP INDEX   2022-06-23 2025-11-06
1. NVIDIA CORP   2025-03-12 2025-11-06
1. ST STRT MATRIALS SLCT SCTRSPDR ETF   2016-02-19 2025-11-06
1. SS ENERGY SELECT SECTOR   2024-08-29 2025-11-06
1. SECTOR SPDR TR   2025-06-06 2025-11-06
1. STE ST INDUSTRIAL SLCT SCTR SPDR ETF   2017-07-17 2025-11-06
1. STST CMMNCN SRVCS SLCT SCTR SPDR ETF   2024-08-29 2025-11-06
2. STE ST REAL ESTATE SLCT SCT SPDR ETF   2018-12-03 2025-11-06
1. SECTOR SPDR TR   2016-08-04 2025-11-06
.852 VANGUARD TAX-MANAGED SMALL-CAP ADM   2023-12-20 2025-11-06
13.267 VANGUARD DEVELOPED MARKETS INDEX ADM     2025-11-06
432.339 VANGUARD INFLAT-PROT SECURITIES ADM   2025-05-15 2025-11-06
330.105 VANGUARD INFLAT-PROT SECURITIES ADM     2025-11-06
1902.95 VANGUARD SHORT TERM CORP - ADMIRAL     2025-11-06
2.58 VANGUARD EMERGING MKTS STOCK IDX ADM     2025-11-06
2. VANGUARD FINANCIALS ETF   2009-01-29 2025-11-06
1. VANGUARD HEALTH CARE ETF   2016-11-01 2025-11-06
1. VANGUARD TECHNOLOGY ETF   2022-03-18 2025-11-06
.456 VANGUARD MID-CAP INDEX ADMIRAL     2025-11-06
.689 VANGUARD SMCAP STOCK INDEX - ADMIRAL   2010-07-26 2025-11-06
2. ALPHABET INC CL A   2023-09-15 2025-12-02
3. APPLIED MATERIALS   2024-12-05 2025-12-02
3. BLACKROCK INC     2025-12-02
1. BROADCOM INC   2025-09-04 2025-12-02
1. THE CIGNA GROUP   2025-09-04 2025-12-02
7. THE CIGNA GROUP   2019-02-21 2025-12-02
8. DANAHER CORP   2008-11-06 2025-12-02
37. WALT DISNEY   2024-12-05 2025-12-02
449.06 DODGE & COX INTERNATIONAL STOCK     2025-12-02
14. EDWARDS LIFESCIENCES   2024-12-05 2025-12-02
11. EDWARDS LIFESCIENCES   2024-08-29 2025-12-02
42.208 FIDELITY INTERNATIONAL INDEX FUND     2025-12-02
12. HOME DEPOT   2016-01-06 2025-12-02
12. HONEYWELL INTL   2016-01-06 2025-12-02
4. INTERCONTINENTAL EXCHANGE     2025-12-02
11. INTERCONTINENTAL EXCHANGE   2017-10-18 2025-12-02
3. KINDER MORGAN INC   2025-09-04 2025-12-02
67. KINDER MORGAN INC   2016-04-25 2025-12-02
5. L3 HARRIS TECHNOLOGIES INC   2020-11-23 2025-12-02
5. MCDONALDS CORP   2025-09-04 2025-12-02
37.281 NORTHERN FUNDS MID-CAP INDEX   2024-12-19 2025-12-02
250.821 NORTHERN FUNDS MID-CAP INDEX     2025-12-02
30. PEPSICO     2025-12-02
3. QUANTA SVCS INC     2025-12-02
8. S&P GLOBAL INC   2022-03-14 2025-12-02
8. ST STRT MATRIALS SLCT SCTRSPDR ETF     2025-12-02
1. THERMO ELECTRON   2025-06-06 2025-12-02
9. THERMO ELECTRON   2014-07-09 2025-12-02
171.751 VANGUARD DEVELOPED MARKETS INDEX ADM     2025-12-02
11. VANGUARD FINANCIALS ETF   2009-01-29 2025-12-02
6. VISA INC CL A   2013-10-02 2025-12-02
12. WILLIAMS COMPANIES   2020-06-05 2025-12-02
21. ZOETIS INC     2025-12-02
3. SOLSTICE ADVANCED MATERIALS INC   2016-01-06 2025-12-05
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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 1,201   311 890
b 1,813   776 1,037
c 4,323   2,310 2,013
d 1,549   972 577
e 1,851   1,527 324
3,070   293 2,777
3,011   3,794 -783
3,555   2,678 877
2,523   1,948 575
2,277   1,073 1,204
1,643   1,511 132
3,379   1,680 1,699
21,962   25,504 -3,542
1,459   1,363 96
1,907   1,502 405
1,583   647 936
4,701   2,137 2,564
1,543   354 1,189
2,141   1,922 219
2,429   2,750 -321
20,118   26,179 -6,061
1,386   1,273 113
673   155 518
854   1,319 -465
684   701 -17
685   532 153
3,321   3,093 228
333   412 -79
1,831   1,662 169
3,100   2,821 279
5,734   6,948 -1,214
1,410   156 1,254
2,647   2,519 128
1,741   852 889
1,234   1,156 78
24,557   16,120 8,437
5,447   992 4,455
743   722 21
11,933   8,498 3,435
577   465 112
11,148   4,907 6,241
21,297   26,310 -5,013
4,821   5,249 -428
179   194 -15
3,189   1,919 1,270
475   116 359
632   603 29
1,584   1,179 405
880   942 -62
1,197   886 311
1,222   1,496 -274
3,530   3,856 -326
1,226   389 837
215   98 117
683   464 219
295   337 -42
1,507   694 813
250   156 94
1,627   1,201 426
961   236 725
444   475 -31
328   292 36
2,639   1,788 851
2,547   1,453 1,094
2,747   3,197 -450
1,507   1,409 98
285   137 148
247   153 94
178   126 52
351   257 94
251   244 7
82   59 23
27   23 4
26   13 13
53   47 6
193   116 77
85   41 44
88   91 -3
52   51 1
153   69 84
113   88 25
82   68 14
89   52 37
81   74 7
258   216 42
10,173   10,000 173
7,767   9,241 -1,474
20,000   20,415 -415
117   101 16
255   42 213
271   123 148
770   399 371
162   144 18
83   21 62
634   274 360
781   524 257
3,128   1,668 1,460
384   306 78
274   303 -29
1,919   1,346 573
1,818   156 1,662
3,889   4,321 -432
7,531   4,762 2,769
1,173   1,017 156
921   780 141
2,573   2,423 150
4,239   1,557 2,682
2,284   1,102 1,182
622   684 -62
1,711   754 957
81   80 1
1,804   886 918
1,376   973 403
1,507   1,591 -84
821   768 53
5,526   4,612 914
4,407   2,548 1,859
1,352   1,113 239
3,956   3,005 951
705   324 381
583   406 177
5,242   1,061 4,181
3,394   2,252 1,142
1,425   231 1,194
1,991   288 1,703
730   219 511
2,582   3,578 -996
140   69 71
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
      1,895
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       890
b       1,037
c       2,013
d       577
e       324
      2,777
      -783
      877
      575
      1,204
      132
      1,699
      -3,542
      96
      405
      936
      2,564
      1,189
      219
      -321
      -6,061
      113
      518
      -465
      -17
      153
      228
      -79
      169
      279
      -1,214
      1,254
      128
      889
      78
      8,437
      4,455
      21
      3,435
      112
      6,241
      -5,013
      -428
      -15
      1,270
      359
      29
      405
      -62
      311
      -274
      -326
      837
      117
      219
      -42
      813
      94
      426
      725
      -31
      36
      851
      1,094
      -450
      98
      148
      94
      52
      94
      7
      23
      4
      13
      6
      77
      44
      -3
      1
      84
      25
      14
      37
      7
      42
      173
      -1,474
      -415
      16
      213
      148
      371
      18
      62
      360
      257
      1,460
      78
      -29
      573
      1,662
      -432
      2,769
      156
      141
      150
      2,682
      1,182
      -62
      957
      1
      918
      403
      -84
      53
      914
      1,859
      239
      951
      381
      177
      4,181
      1,142
      1,194
      1,703
      511
      -996
      71
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 59,901
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) 1 833
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........................... 3 833
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- ..... 5 833
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 952
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.............. 7 952
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... 10 119
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax119 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)
OK
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofTRUST COMPANY OF OKLAHOMA Telephone no. (918) 744-0553

Located atPO BOX 3627TULSAOK ZIP+4741013627
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)
 
No
(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
 
 
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
TRUST COMPANY OF OKLAHOMA TRUSTEE
1 		9,152    
PO BOX 3627
TULSA,OK741013627
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
827,378
b
Average of monthly cash balances.......................
1b
21,752
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
849,130
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
849,130
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
12,737
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
836,393
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
41,820
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
41,820
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
833
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
833
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
40,987
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
40,987
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
40,987
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
31,704
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
31,704
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 40,987
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 5,479
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: $ 31,704
a Applied to 2024, but not more than line 2a 5,479
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..... 26,225
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 .......... 		14,762
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

GUIDING EYES FOR THE BLIND INC
GAIL RESNIKOFF DIR-PLANNED GIVING
611 GRANITE SPRINGS ROAD
YORKTOWN HEIGHTS,NY10598 		    NONRESTRICTED 7,926

BEST FRIENDS ANIMAL SOCIETY
ATTN TREASURER BOARD OF DIRECTORS
5001 ANGEL CANYON ROAD
KANAB,UT847415000 		    NONRESTRICTED 7,926

OKLAHOMA MEDICAL RESEARCH FOUNDATION

825 NE 13TH ST
OKLAHOMA CITY,OK731049930 		    NONRESTRICTED 7,926

OKLAHOMA EDUCATIONAL TELEVISION AUTH

7403 N KELLEY AVE
OKLAHOMA CITY,OK73111 		    NONRESTRICTED 7,926
Total ................................. 3a 31,704
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 ........... 		    14 24,197  
4 Dividends and interest from securities ....          
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 59,901  
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) ..   84,098  
13Total. Add line 12, columns (b), (d), and (e)..................
13
84,098
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
JACK O SCROGGINS CHARITABLE FOUNDATION
EIN:
20-5769095
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREP FEE 1,300      

TY 2025 InvestmentsCorpBondsSchedule
Name:
JACK O SCROGGINS CHARITABLE FOUNDATION
EIN:
20-5769095
Name of Bond End of Year Book Value End of Year Fair Market Value
PIMCO INVESTMENT GRD CREDIT BO 27,546 24,908
PIMCO TOTAL RETURN FUND-INST    
VANGUARD SHORT TERM INV GRADE 61,423 63,102
VANGUARD ADM INFLATION PROTECT    
PIMCO HIGH YIELD 14,374 13,817
PIMCO SHORT TERM    
METWEST TOTAL RETURN BOND P    
THORNBURG LIMITED-TERM INCOME 49,129 48,488
DODGE & COX INCOME FUND 20,662 21,211
BLCKRCK SYST MULTI-STR-INST 5,113 5,089
VANGUARD SHORT TERM TIPS ADMIR 18,255 18,047
VANGUARD INTER-TERM INVEST-GRA 10,096 10,147
AQR DIVERSIFYING STRAT-I 5,111 5,054
PIMCO SHORT-TERM I 3,000 3,034

TY 2025 InvestmentsCorpStockSchedule
Name:
JACK O SCROGGINS CHARITABLE FOUNDATION
EIN:
20-5769095
Name of Stock End of Year Book Value End of Year Fair Market Value
COSTCO WHOLESALE 3,246 6,036
HOME DEPOT 863 2,409
LKQ CORP    
PEPSICO 1,686 1,866
SPDR CONSUMER DISCRETIONARY ET    
TYSON FOODS INC    
VANGUARD CONSUMER DISCR ETF 6,726 9,848
VANGUARD CONSUMER STAPLES ETF 13,077 14,153
CHEVRON CORPORATION 1,129 1,829
KINDER MORGAN INC    
SPDR ENERGY SELECT SECTOR    
NORTHERN MID CAP INDEX    
VANGUARD MID CAP INDEX ADMIRAL 8,780 19,924
VANGUARD SMALL CAP INDEX ADMIR 2,706 9,846
BLACKROCK INC 2,478 3,211
CITIGROUP INC    
INTERCONTINENTAL EXCHANGE 3,293 3,401
VANGUARD FINANCIALS ETF 14,941 27,365
DANAHER CORP 490 1,602
MEDTRONIC PLC    
THERMO FISHER SCIENTIFIC 1,217 1,738
VANGUARD HEALTH CARE ETF 25,430 33,966
HONEYWELL INTL    
ACCENTURE PLC IRELAND SHS CLAS    
MICROSOFT CORP 4,678 18,378
VISA INC CL A 768 5,611
XILINX    
ALPHABET INC CL A 3,713 21,597
SPDR COMMUNICATION SRVCS SEL S    
SPDR UTILITIES SELECT SECTOR    
DELAWARE EMERGING MARKETS R-6    
DODGE & COX INTERNATIONAL STOC 25,982 34,795
VANGUARD DEVELOPED MARKETS IND 16,935 28,132
VANGUARD EM MK STK INDX-ADM 11,974 14,625
VANGUARD INTERNATIONAL GROWTH 6,553 6,483
APPLIED MATERIALS 873 1,285
AUTODESK INC    
CIGNA CORP    
COMCAST CORP    
CONAGRA BRANDS    
ELECTRONIC ARTS    
FIDELITY EMERGING MARKETS INDE    
SPDR INDUSTRICAL    
SPDR MATERIALS    
SPDR REAL ESTATE    
UNION PACIFIC 3,995 3,932
VANGUARD TECHNOLOGY 30,846 102,514
AMAZON.COM INC 9,053 14,080
L3 HARRIS TECHNOLOGIES INC 2,705 3,523
RAYTHEON TECHNOLOGIES CORP    
ROCHE HOLDING LTD SPONS ADR 3,321 3,507
WILLIAMS COMPANIES 392 1,262
BOOKING HOLDINGS INC    
JOHN HANCOCK DISCP VALUE MID-C 2,961 3,182
MASSMUTUAL SELECT MID-CAP GROW    
DISNEY WALT CO NEW    
S&P GLOBAL INC 2,629 3,658
TAIWAN SEMICONDUCTOR MFG LTD 1,372 2,431
THE CIGNA GROUP    
BOEING    
FIDELITY MSCI INDUSTRIAL INDEX    
INGERSOLL-RAND INC    
MICROCHIP TECHNOLOGY INC    
VANGUARD TAX-MANAGED SMALL-CAP 8,585 9,718
D R HORTON INC    
EDWARDS LIFESCIENCES CORP 1,090 1,279
FISERV    
ISHARES SEMICONDUCTOR ETF    
MACQUARIE EMERGING MARKETS-R6    
WORKDAY INC CL A    
ZOETIS INC    
APPLE INC 11,016 13,049
BANK OF AMERICA CORP 3,304 3,410
BROADCOM INC 5,824 8,306
EATON CORP PLC 3,654 3,504
FIDELITY INTERNATIONAL INDEX F 25,988 27,913
FIDELITY MSCI INDUSTRIAL INDEX 4,976 7,176
MCDONALD'S CORP 3,336 3,362
META PLATFORMS, INC. 9,012 9,241
NOMURA EMERGING MARKETS-R6 24,235 31,547
NVIDIA CORP 13,220 21,261
QUANTA SVCS INC 2,534 2,954
SS ENERGY SELECT SECTOR 11,050 11,803
SS UTILITIES SELECT SECTOR 7,100 10,843
ST STRT FINNCIAL SLCT SCTOR SP 14,171 14,897
ST STRT MATRIALS SLCT SCTRSPDR 4,450 8,072
STE ST INDUSTRIAL SLCT SCTR SP 10,060 18,149
STE ST REAL ESTATE SLCT SCT SP 7,814 9,038
STST CMMNCN SRVCS SLCT SCTR SP 9,310 16,834
STST CNSMRDSCRTNRY SLCTSCTR SP 10,890 18,628
US BANCORP DEL 2,641 2,828
VEEVA SYS INC 3,338 3,125

TY 2025 OtherIncreasesSchedule
Name:
JACK O SCROGGINS CHARITABLE FOUNDATION
EIN:
20-5769095
Description Amount
BOOK/TAX ADJUSTMENT 132


TY 2025 TaxesSchedule
Name:
JACK O SCROGGINS CHARITABLE FOUNDATION
EIN:
20-5769095
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES 1,165 0   0