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
GEORGE HELEN AND HAROLD WAINER FOUNDAT
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address) 321 VETERANS BLVD 201
  Room/suite
City or town
METAIRIE
State or province
LA
Country  
ZIP or foreign postal code
70005
A Employer identification number

26-0846792
B Telephone number (see instructions)

5048345511
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)$15,562,607J 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) 1,478,637
2 Check .................
3 Interest on savings and temporary cash investments 7,895 7,895  
4 Dividends and interest from securities... 471,458 468,687  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 441,313
b Gross sales price for all assets on line 6a 5,858,936
7 Capital gain net income (from Part IV, line 2)... 441,313
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-4,599 -4,599  
12 Total. Add lines 1 through 11........ 2,394,704 913,296  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
15,641 980   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,493 11,758   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 28,134 12,738   0
25 Contributions, gifts, grants paid....... 532,000 532,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 560,134 12,738   532,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,834,570
b Net investment income (if negative, enter -0-) 900,558
c Adjusted net income (if negative, enter -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......... 571,995 928,647 928,647
3 Accounts receivable  
Less: allowance for doubtful accounts        
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        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 3,385,372 Click to see attachment
List of Attached Documents:
// Content
3,988,444 		3,992,739
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 86,415 Click to see attachment
List of Attached Documents:
// Content
252,669 		251,065
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,512,247 Click to see attachment
List of Attached Documents:
// Content
5,217,774 		10,384,206
14 Land, buildings, and equipment: basis 5,950
Less: accumulated depreciation (attach schedule)   5,950 5,950 5,950
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,561,979 10,393,484 15,562,607
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 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 8,561,979 10,393,484
29 Total net assets or fund balances (see instructions)..... 8,561,979 10,393,484
30 Total liabilities and net assets/fund balances (see instructions). 8,561,979 10,393,484
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
8,561,979
2
Enter amount from Part I, line 27a .....................
2
1,834,570
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,396,549
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
3,065
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
10,393,484
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 PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c PUBLICLY TRADED SECURITIES      
d PUBLICLY TRADED SECURITIES      
e PUBLICLY TRADED SECURITIES      
PUBLICLY TRADED SECURITIES      
ALL STATE FINANCIAL COMPANY D    
WAINER BROTHERS D    
CAPITAL GAINS DIVIDENDS P    
(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 370,000   370,310 -310
b 3,945,345   3,937,698 7,647
c 3,912   989 2,923
d 1,034,189   1,072,057 -37,868
e 13,731   13,347 384
384,964   23,222 361,742
52,397     52,397
1     1
54,397     54,397
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       -310
b       7,647
c       2,923
d       -37,868
e       384
      361,742
      52,397
      1
      54,397
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 2 441,313
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 12,518
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 12,518
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 12,518
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 15,040
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,040
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 2,522
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax2,522 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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
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)
LA
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
 
No
Website addressN/A
14
The books are in care ofTONY STRADA Telephone no. (504) 834-5511

Located at321 VETERANS BLVD STE 201METAIRIELA ZIP+470005
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
HAROLD WAINER DIRECTOR
0.00 		0 0 0
321 VETERANS BLVD STE 201
METAIRIE,LA70005
BETH-ANNE P WATSON DIRECTOR
0.00 		0 0 0
321 VETERANS BLVD STE 107
METAIRIE,LA70005
ANDREW SULLIVAN DIRECTOR
0.00 		0 0 0
1100 POYDRAS STREET SUITE 1515
NEW ORLEANS,LA70163
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.........................0
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
12,812,657
b
Average of monthly cash balances.......................
1b
441,543
c
Fair market value of all other assets (see instructions)................
1c
839,091
d
Total (add lines 1a, 1b, and 1c).......................
1d
14,093,291
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
14,093,291
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
211,399
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,881,892
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
694,095
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
694,095
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
12,518
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
12,518
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
681,577
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
681,577
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
681,577
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
532,000
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
532,000
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 7 681,577
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 528,782
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 532,000
a Applied to 2024, but not more than line 2a 528,782
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		Click to see attachment
List of Attached Documents:
// Content
0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 3,218
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 .......... 		678,359
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 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
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).)
HAROLD WAINER
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

RACEMD

5201 SW WESTGATE DR SUITE 111
PORTLAND,OR97221 		N/A   GENERAL DONATIONS 1,000

FIRST LOUISIANA-MISSISSIPPI INC

PO BOX 1661
METAIRIE,LA70004 		N/A   GENERAL DONATIONS 5,000

JEWISH FAMILY SERVICES OF GREATER NEW ORLEANS

3300 W ESPLANADE SUITE 603
METAIRIE,LA70002 		N/A   GENERAL DONATIONS 5,000

FOREKIDS FOUNDATION

11005 LAPALCO BLVD
AVONDALE,LA70094 		N/A   GENERAL DONATIONS 5,000

THE GREATER NEW ORLEANS SCIENCE FAIR INC

6823 ST CHARLES AVE BOGGS 201
NEW ORLEANS,LA70118 		N/A   GENERAL DONATIONS 5,000

NORTHSHORE FOOD BANK

125 W 30TH AVENUE
COVINGTON,LA70433 		N/A   GENERAL DONATIONS 6,000

TULANE EDUCATIONAL FUND CENTER FOR K-12 STEM EDUCATION

6823 ST CHARLES AVENUE
NEW ORLEANS,LA70118 		N/A   GENERAL DONATIONS 10,000

STEM LIBRARY LAB

3011 N I-10 SERVICE ROAD
METAIRIE,LA70002 		N/A   GENERAL DONATIONS 20,000

MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE

P O BOX 16528
JACKSON,MS392360528 		N/A   GENERAL DONATIONS 25,000

JEWISH ENDOWMENT FOUNDATION OF LOUISIANA

ONE GALLERIA BLVD STE 1040
METAIRIE,LA70001 		N/A   GENERAL DONATIONS 150,000

CONGREGATION GATES OF PRAYER

4000 WEST ESPLANADE AVE S
METAIRIE,LA70002 		N/A   GENERAL DONATIONS 300,000
Total ................................. 3a 532,000
bApproved for future payment
Total ................................. 3b 0
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 7,895  
4 Dividends and interest from securities ....     14 471,458  
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 ............ 		    18 441,313  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aWAINER BROTHERS - ORDINARY 		    14 -2  
bALL STATE FINANCIAL - ORDINARY     14 -42,479  
cALL STATE FINANCIAL - RENTAL     14 6,427  
dALL STATE FINANCIAL - SECTION 1231     14 -2,626  
eIBW, LLC - ORDINARY INCOME     14 3,272  
fOTHER INCOME     14 30,809  
12 Subtotal. Add columns (b), (d), and (e) .. 0 916,067 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
916,067
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
GEORGE HELEN AND HAROLD WAINER FOUNDAT
FOUNDATION
Employer identification number

26-0846792
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
GEORGE HELEN AND HAROLD WAINER FOUNDAT
FOUNDATION 		Employer identification number
26-0846792
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
CAUSEWAY PARTNERS LP
 
321 VETERANS BLVD STE 201
 
METAIRIE, LA70005

$ 50,031


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
CAUSEWAY PARTNERS LP
 
321 VETERANS BLVD STE 201
 
METAIRIE, LA70005

$ 21,330


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
CAUSEWAY PARTNERS LP
 
321 VETERANS BLVD STE 201
 
METAIRIE, LA70005

$ 245,412


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
CAUSEWAY PARTNERS LP
 
321 VETERANS BLVD STE 201
 
METAIRIE, LA70005

$ 230,027


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
CAUSEWAY PARTNERS LP
 
321 VETERANS BLVD STE 201
 
METAIRIE, LA70005

$ 144,912


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
CAUSEWAY PARTNERS LP
 
321 VETERANS BLVD STE 201
 
METAIRIE, LA70005

$ 130,289


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
GEORGE HELEN AND HAROLD WAINER FOUNDAT
FOUNDATION 		Employer identification number
26-0846792
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
CAUSEWAY PARTNERS LP
 
321 VETERANS BLVD STE 201
 
METAIRIE, LA70005

$ 115,038


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
CAUSEWAY PARTNERS LP
 
321 VETERANS BLVD STE 201
 
METAIRIE, LA70005

$ 59,811


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
CAUSEWAY PARTNERS LP
 
321 VETERANS BLVD STE 201
 
METAIRIE, LA70005

$ 55,139


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
CAUSEWAY PARTNERS LP
 
321 VETERANS BLVD STE 201
 
METAIRIE, LA70005

$ 51,373


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
CAUSEWAY PARTNERS LP
 
321 VETERANS BLVD STE 201
 
METAIRIE, LA70005

$ 45,101


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
CAUSEWAY PARTNERS LP
 
321 VETERANS BLVD STE 201
 
METAIRIE, LA70005

$ 30,026


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
GEORGE HELEN AND HAROLD WAINER FOUNDAT
FOUNDATION 		Employer identification number
26-0846792
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
13
CAUSEWAY PARTNERS LP
 
321 VETERANS BLVD STE 201
 
METAIRIE, LA70005

$ 20,059


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
CAUSEWAY PARTNERS LP
 
321 VETERANS BLVD STE 201
 
METAIRIE, LA70005

$ 30,088


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
GEORGE HELEN AND HAROLD WAINER FOUNDAT
FOUNDATION 		Employer identification number

26-0846792
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 50000 SHARES FLAGSTAR BK NATL $ 50,031 2025-06-30
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 1000 SHARES MORGAN STANLEY SER-A $ 21,330 2025-06-30
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 245000 SHARES US TREASURY NOTE $ 245,412 2025-06-30
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 230000 SHARES US TREASURY NOTE $ 230,027 2025-06-30
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
5
 145000 SHARES US TREASURY NOTE $ 144,912 2025-06-30
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
6
 130000 SHARES US TREASURY NOTE $ 130,289 2025-06-30
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
GEORGE HELEN AND HAROLD WAINER FOUNDAT
FOUNDATION 		Employer identification number

26-0846792
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
7
 115000 SHARES US TREASURY NOTE $ 115,038 2025-06-30
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
8
 60000 SHARES US TREASURY NOTE $ 59,811 2025-06-30
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
9
 55000 SHARES US TREASURY NOTE $ 55,139 2025-06-30
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
10
 50000 SHARES US TREASURY NOTE $ 51,373 2025-06-30
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
11
 45000 SHARES US TREASURY NOTE $ 45,101 2025-06-30
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
12
 30000 SHARES US TREASURY NOTE $ 30,026 2025-06-30
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
GEORGE HELEN AND HAROLD WAINER FOUNDAT
FOUNDATION 		Employer identification number

26-0846792
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
13
 20000 SHARES US TREASURY NOTE $ 20,059 2025-06-30
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
14
 30000 SHARES WELL FARGO BANK $ 30,088 2025-06-30
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
GEORGE HELEN AND HAROLD WAINER FOUNDAT
FOUNDATION 		Employer identification number

26-0846792
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AppliedToPriorYearElection
Name:
GEORGE HELEN AND HAROLD WAINER FOUNDAT
 
FOUNDATION
EIN:
26-0846792
Election:
PURSUANT TO CODE SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), GEORGE HELEN AND HAROLD WAINER FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM PRIOR YEAR'S UNDISTRIBUTED INCOME. YEAR END OF 2011 AMOUNT OF $660

TY 2025 InvestmentsCorpBondsSchedule
Name:
GEORGE HELEN AND HAROLD WAINER FOUNDAT
 
FOUNDATION
EIN:
26-0846792
Name of Bond End of Year Book Value End of Year Fair Market Value
BOEING CO/THE 19,764 19,692
CHARLES SCHWAB CORP 50,418 50,328
CITIGROUP INC 25,608 25,099
DOMINION ENERGY INC 100,630 99,164
FIFTH THIRD BANCORP FXD TO 092019 VAR THRAFTR 25,034 25,161
GENERAL MOTORS FIN CO INC 9,987 10,041
JPMORGAN CHASE & CO 15,226 15,580
MURPHY OIL CORP 6,002 6,000

TY 2025 InvestmentsGovtObligationsSch
Name:
GEORGE HELEN AND HAROLD WAINER FOUNDAT
 
FOUNDATION
EIN:
26-0846792
US Government Securities - End of Year Book Value:

3,973,444
US Government Securities - End of Year Fair Market Value:

3,977,739
State & Local Government Securities - End of Year Book Value:


15,000
State & Local Government Securities - End of Year Fair Market Value:


15,000


TY 2025 InvestmentsOtherSchedule2
Name:
GEORGE HELEN AND HAROLD WAINER FOUNDAT
 
FOUNDATION
EIN:
26-0846792
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AIR PRODUCTS & CHEMICAL INC FMV 34,654 31,866
ALL STATE FINANCIAL 1% PARTNERSHIP INTEREST FMV 490,364 805,327
ALPHABET INC CL A FMV 26,166 42,255
AMERICAN MUTUAL A FMV 170,768 179,396
AMERICAN MUTUAL C FMV 605,633 768,550
APOLLO GLOBAL MGMT INC CL A FMV 14,502 16,285
APPLE INC FMV 18,949 22,740
ASSOCIATED BANK CD FMV 75,000 75,120
ASTRAZENECA PLC ADR FMV 13,879 17,651
AT&T INC FMV 21,386 24,840
AUTOMATIC DATA PROCESSING INC FMV 19,601 19,532
AVALONBAY COMM INC FMV 14,447 14,105
BANK AMERICA COR FMV 25,000 18,140
BECTON DICKINSON & CO FMV 32,960 35,709
BK OF AMERICA CD CHARLOTTE NC FMV 115,000 115,761
BLACKROCK INNOVATION AND GRW B FMV 8,355 3,295
BNY MELLON NA CD FMV 100,000 100,098
BRIGHTHOUSE FN IN FMV 25,000 12,480
BROADCOM INC FMV 32,585 47,416
CADENCE BANK FMV 20,015 41,383
CAPITAL ONE FINANCIAL CORP FMV 17,118 22,491
CAPITAL ONE FINL CORP FMV 46,216 546,764
CAPITAL ONE FINL CORP FMV 15,000 10,044
CHEVRON CORP FMV 36,957 76,205
CISCO SYS INC FMV 9,230 38,515
COCA COLA CO FMV 128,561 174,775
COCA COLA CO FMV 21,047 22,441
COMCAST CORP FMV 31,749 31,026
CVS HEALTH CORP COM FMV 16,614 20,713
DTE ENERGY COMPANY FMV 12,165 12,080
EATON VANCE SHORT DUR INCOME FMV 25,925 25,722
ENBRIDGE INC FMV 22,656 25,494
EQT CORPORATION COM FMV 5,679 7,167
EXXON MOBIL CORP FMV 46,874 51,867
FLAGSTAR BK NATL HICKSVILLE BY CD FMV 100,000 100,038
FLAGSTAR BK NATL HICKSVILLE BY CD FMV 100,000 100,658
FREEPORT-MCMORAN CL-B FMV 12,371 16,100
HALEON PLC ADR FMV 24,579 26,053
HOME DEPOT INC FMV 14,472 13,946
IBW, LLC 1% PARTNERSHIP INTEREST FMV 3,287 3,287
INDUSTRIA DE DISENO TEXTIL IND FMV 18,650 23,903
INTEREST AND DIVIDENDS IN TRANSIT FMV 840 840
INVESCO S&P 500 INDEX A FMV 188,530 546,260
IRONWOOD MULTI STRAT LLC FMV 730,284 786,817
ISHARES MSCI EAFE ETF FMV 10,476 19,206
JOHNSON & JOHNSON FMV 14,386 19,003
JP MORGAN CHASE & CO FMV 165,244 3,125,534
JP MORGAN CHASE & CO FMV 10,000 7,308
JPMORGAN CHASE & CO FMV 7,096 32,544
L3HARRIS TECHNOLOGIES INC FMV 14,808 19,206
LINDE PLC FMV 200 202
LOCKHEED MARTIN CORP FMV 11,835 246,188
MARCH & MCLENNAN COS INC FMV 3,940 3,866
META PLATFORMS INC CL A FMV 13,919 15,534
METFLIFE INCORPORATED FMV 24,681 25,340
MICROSOFT CORP FMV 10,117 193,448
MISCROSOFT CORP FMV 29,056 32,903
MORGAN STANLEY FMV 12,500 8,820
MORGAN STANLEY BANK CD FMV 300,000 300,671
MORGAN STANLEY SER-A FMV 20,750 19,300
MS PRIVATE BANK PURCHASE NY CD FMV 100,000 101,814
MS PRIVATE BANK PURCHASE NY CD FMV 100,000 100,030
NESTLE SPON ADR REP REG SHR FMV 22,585 25,841
NEUBERGER BERMAN NEXT GEN FUND FMV 24,030 21,660
NORTHROP GRUMMAN CP FMV 14,739 17,767
OLD DOMININ FREIGHT LINE FMV 12,631 13,782
ORACLE CORP FMV 9,463 11,731
PFIZER INC FMV 15,179 11,205
PG&E CORP FMV 5,166 5,271
PHILLIPS 66 COM FMV 56,341 141,944
PNC FINL SYCS GP FMV 16,490 18,375
PROCTER & GAMBLE FMV 4,815 4,571
PUBLIC STORAGE FMV 26,943 24,383
REGIONS FINL CORP FMV 25,000 25,410
ROCHE HOLDINGS ADR FMV 16,291 16,502
RTX CORPORATION FMV 12,746 18,890
SCHWAB CHARLES CORP FMV 10,000 7,496
SEMPRA FMV 20,349 24,545
SIGNATURE BK NY FMV 25,000 5,500
SPDR S&P 500 ETF TRUST FMV 140,288 139,537
SPDR S&P 500 ETF TRUST FMV 11,272 68,192
TE CONNECTIVITY PLC FMV 13,429 19,864
TEXAS INSTRUMENTS FMV 22,563 23,324
T-MOBILE US INC COM FMV 9,566 9,263
TRAVELERS COMPANIES INC COM FMV 19,189 22,692
UNILEVER PLC FMV 22,946 24,067
UNION PACIFIC CORP FMV 27,208 28,221
UNITEDHEALTH GP INC FMV 8,791 9,859
VALLEY NATL BK CD PASSAIC NJ CD FMV 100,000 100,465
VANGAURD LARGE CAP FMV 36,879 36,601
VERIZON COMMUNICATIONS FMV 15,515 11,201
VIRTUS INVESTMENT PARTNERS INC FMV 0 3,916
VISA INC CL A FMV 15,244 17,593
VORNADO REALITY TR FMV 10,000 6,760
VULCAN MATERIALS CO FMV 19,727 21,541
WAINER BROTHERS 1% PARTNERSHIP INTEREST FMV 13,907 23,687
WALT DISNEY CO HLDG CO FMV 9,226 10,631
WARNER BROS DISCOVERY INC SER FMV 7,851 8,358
WASTE MGMT INC FMV 13,404 13,909
WILLIAMS CO INC FMV 40,925 43,580

TY 2025 OtherDecreasesSchedule
Name:
GEORGE HELEN AND HAROLD WAINER FOUNDAT
 
FOUNDATION
EIN:
26-0846792
Description Amount
ADJUSTMENT FOR DECREASED BASIS OF NON CASH ASSETS RECEIVED FROM DONOR 3,065


TY 2025 OtherExpensesSchedule
Name:
GEORGE HELEN AND HAROLD WAINER FOUNDAT
 
FOUNDATION
EIN:
26-0846792
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEE 10 0   0
INSURANCE 2,549 2,549   0
MISCELLANEOUS 9,934 9,209   0


TY 2025 OtherIncomeSchedule2
Name:
GEORGE HELEN AND HAROLD WAINER FOUNDAT
 
FOUNDATION
EIN:
26-0846792
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
WAINER BROTHERS - ORDINARY -2 -2 -2
ALL STATE FINANCIAL - ORDINARY -42,479 -42,479 -42,479
ALL STATE FINANCIAL - RENTAL 6,427 6,427 6,427
ALL STATE FINANCIAL - SECTION 1231 -2,626 -2,626 -2,626
IBW, LLC - ORDINARY INCOME 3,272 3,272 3,272
OTHER INCOME 30,809 30,809 30,809


TY 2025 TaxesSchedule
Name:
GEORGE HELEN AND HAROLD WAINER FOUNDAT
 
FOUNDATION
EIN:
26-0846792
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROPERTY TAXES 353 353   0
FOREIGN TAX PAID 627 627   0
2025 FEDERAL TAX PAID 14,661 0   0