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
SMITH RUSSELL & VERA PRIVATE FDN XXXXXX4172
 
Number and street (or P.O. box number if mail is not delivered to street address) 230 FRONT STREET NORTH
  Room/suite
City or town
LA CROSSE
State or province
WI
Country  
ZIP or foreign postal code
54601
A Employer identification number

39-1744162
B Telephone number (see instructions)

6087821148
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)$6,265,912J 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 8,652 8,652  
4 Dividends and interest from securities... 165,871 165,871  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 311,280
b Gross sales price for all assets on line 6a 1,847,135
7 Capital gain net income (from Part IV, line 2)... 311,280
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........ 485,803 485,803  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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
2,000 0 0 2,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
39,931 39,931   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
13,706 13,706   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
25     25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 55,662 53,637 0 2,025
25 Contributions, gifts, grants paid....... 278,667 278,667
26 Total expenses and disbursements. Add lines 24 and 25 ................ 334,329 53,637 0 280,692
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 151,474
b Net investment income (if negative, enter -0-) 432,166
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 149,534 80,242 80,242
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) 5,068,298 5,287,282 6,185,670
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,217,832 5,367,524 6,265,912
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........ 5,217,832 5,367,524
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)..... 5,217,832 5,367,524
30 Total liabilities and net assets/fund balances (see instructions). 5,217,832 5,367,524
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
5,217,832
2
Enter amount from Part I, line 27a .....................
2
151,474
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,369,306
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1,782
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
5,367,524
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 19. DORMAN PRODUCTS INC   2021-08-12 2025-02-18
b 113. FASTENAL CO   2024-10-15 2025-02-18
c 367.347 OAKMARK INTERNATIONAL R6   2020-04-20 2025-02-18
d 3626. ISHARES CORE 1-5 YEAR BOND ETF   2022-04-20 2025-02-18
e 45. OSHKOSH TRUCK CORP CLASS B   2024-10-15 2025-02-18
499.701 ARGA EMERGING MARKETS VALUE FUND   2022-02-16 2025-03-10
8. GUIDEWIRE SOFTWARE INC   2024-08-08 2025-03-10
23. GUIDEWIRE SOFTWARE INC   2024-01-24 2025-03-10
836.212 OAKMARK INTERNATIONAL R6   2020-04-20 2025-03-10
437. ISHARES CORE 1-5 YEAR BOND ETF   2022-04-20 2025-03-10
10. MOLINA HEALTHCARE INC   2024-10-15 2025-03-10
1868.571 PIMCO INCOME FUND I   2021-04-20 2025-03-10
313.80373 AMERICAN BEACON DEVELOPING WORLD INCOME   2019-11-14 2025-03-13
836.25027 AMERICAN BEACON DEVELOPING WORLD INCOME   2019-04-24 2025-03-13
2511.932 FIDELITY U.S. BOND INDEX FUND   2022-04-20 2025-03-13
193. GENTEX CORP   2025-03-10 2025-03-13
27. LGI HOMES   2024-10-15 2025-03-13
27. LGI HOMES   2024-01-24 2025-03-13
30. TRACTOR SUPPLY CO   2024-10-15 2025-03-13
191. ACV AUCTIONS INC   2024-01-24 2025-04-10
66. AMN HEALTHCARE SERVICES INC   2024-01-24 2025-04-10
25. AGILYSYS INC   2025-03-10 2025-04-10
45. AGREE REALTY CORP   2024-02-23 2025-04-10
47. ALARM.COM HOLDINGS INC   2024-01-24 2025-04-10
14. ALIGN TECHNOLOGY INC   2024-10-15 2025-04-10
88. ALKAMI TECHNOLOGY INC   2024-08-08 2025-04-10
16. ANSYS INC   2024-10-15 2025-04-10
74.00031 ATLANTIC UNION BANKSHARES CO   2024-01-24 2025-04-10
22.99969 ATLANTIC UNION BANKSHARES CO   2021-08-12 2025-04-10
18. BALCHEM CORP   2021-08-12 2025-04-10
70. BIO-TECHNE CORP   2024-10-15 2025-04-10
44. BLACKBAUD INC   2024-01-24 2025-04-10
45. BLACKLINE INC   2021-12-13 2025-04-10
13. BROADRIDGE FINANCIAL SOLUTIONS   2024-10-15 2025-04-10
45. BROWN & BROWN INC   2024-10-15 2025-04-10
25. BURLINGTON STORES INC   2024-10-15 2025-04-10
61. CCC INTELLIGENT SOLUTIONS HOLD.   2023-02-03 2025-04-10
5. CSW INDUSTRIALS INC   2024-10-25 2025-04-10
10.00003 CACI INTERNATIONAL INC   2024-10-15 2025-04-10
1.99997 CACI INTERNATIONAL INC   2024-10-15 2025-04-10
11. CARLISLE COS INC   2024-10-15 2025-04-10
11. CASEYS GENERAL STORES INC   2024-10-15 2025-04-10
108. CERTARA INC   2023-08-31 2025-04-10
18. CHARLES RIVER LABORATORIES INTERNATL   2024-10-15 2025-04-10
61. COGNEX CORP   2023-06-02 2025-04-10
80. ENOVIS CORPORATION   2024-03-18 2025-04-10
76. COSTAR GROUP INC   2024-10-15 2025-04-10
26. CULLEN FROST BANKERS INC   2024-10-15 2025-04-10
24. DESCARTES SYSTEMS GROUP INC   2024-02-23 2025-04-10
31. DIODES INC   2021-08-12 2025-04-10
5. DOMINOS PIZZA INC   2025-03-28 2025-04-10
20. DORMAN PRODUCTS INC   2023-07-12 2025-04-10
130. DOUBLEVERIFY HOLDINGS INC   2024-01-24 2025-04-10
35. ENERSYS INC   2024-01-24 2025-04-10
17. ENPRO INDS INC   2023-10-17 2025-04-10
37. ENSIGN GROUP INC   2024-01-24 2025-04-10
36. ENTEGRIS INC   2024-10-15 2025-04-10
102. EXLSERVICE HOLDINGS INC   2024-01-24 2025-04-10
28. EXPONENT INC   2024-01-24 2025-04-10
31.99999 FIVE BELOW INC   2024-01-24 2025-04-10
8.00001 FIVE BELOW INC   2023-10-17 2025-04-10
41. FLOOR & DECOR HOLDINGS INC   2024-01-24 2025-04-10
35. FORTUNE BRANDS HOME & SECURITY INC   2024-10-15 2025-04-10
10. FORTUNE BRANDS HOME & SECURITY INC   2024-10-15 2025-04-10
23. FRANKLIN ELECTRIC CO INC   2021-08-12 2025-04-10
44. FRESHPET INC   2024-01-24 2025-04-10
36. GODADDY INC CL A   2024-10-15 2025-04-10
54. GRAND CANYON EDUCATION INC   2024-01-24 2025-04-10
141. GRID DYNAMICS HOLDINGS INC   2024-01-24 2025-04-10
27. GUIDEWIRE SOFTWARE INC   2024-10-15 2025-04-10
43. HEICO CORP   2024-10-15 2025-04-10
11. JACK HENRY & ASSOCIATES INC   2024-10-15 2025-04-10
31. ICF INTERNATIONAL INC   2024-01-24 2025-04-10
7. ICF INTERNATIONAL INC   2023-06-02 2025-04-10
38. IDACORP INC   2024-01-24 2025-04-10
30. INTEGER HOLDINGS CORP   2024-03-18 2025-04-10
21. JONES LANG LASALLE INC   2024-10-15 2025-04-10
12. KADANT INC   2024-03-18 2025-04-10
11. KINSALE CAP GROUP INC   2023-06-02 2025-04-10
30. LAMAR ADVERTISING CO   2024-10-15 2025-04-10
16. MARZETTI COMPANY   2024-10-15 2025-04-10
10.99991 LINCOLN ELECTRIC HOLDINGS   2025-02-18 2025-04-10
4.00009 LINCOLN ELECTRIC HOLDINGS   2025-02-18 2025-04-10
17.99999 LITTLEFUSE INC   2024-10-15 2025-04-10
3.00001 LITTLEFUSE INC   2024-10-15 2025-04-10
57. MKS INSTRUMENTS INC   2025-02-18 2025-04-10
3. MARKEL HOLDING   2024-10-15 2025-04-10
16. MEDPACE HOLDINGS INC   2023-08-31 2025-04-10
60. MOELIS & CO   2023-07-12 2025-04-10
9. MOLINA HEALTHCARE INC   2024-10-15 2025-04-10
14. NEXSTAR MEDIA GROUP INC   2024-10-15 2025-04-10
54. NORTHERN OIL AND GAS   2024-12-10 2025-04-10
52. OLLIE S BARGAIN OUTLET HOLDINGS   2022-04-20 2025-04-10
15. ONTO INNOVATION INC   2024-10-15 2025-04-10
81. OPTION CARE HEALTH INC   2023-07-20 2025-04-10
20. PTC INC   2024-10-15 2025-04-10
31. PAYCOM SOFTWARE INC   2024-10-15 2025-04-10
28. PAYLOCITY HOLDING CORP   2024-01-24 2025-04-10
44.0001 REVVITY INC   2024-10-15 2025-04-10
5.9999 REVVITY INC   2024-10-15 2025-04-10
300. PERMIAN RESOURCES CORPORATION   2024-10-15 2025-04-10
45. POWER INTEGRATIONS INC   2023-12-11 2025-04-10
240. PRIVIA HEALTH GROUP INC   2024-01-24 2025-04-10
23. QUALYS   2024-10-15 2025-04-10
83. RB GLOBAL INC   2024-01-24 2025-04-10
38. RPM INC   2024-10-15 2025-04-10
7. REPLIGEN   2024-05-09 2025-04-10
7.99995 REPLIGEN   2024-02-23 2025-04-10
4.00005 REPLIGEN   2024-01-24 2025-04-10
49. ROBERT HALF INTERNATIONAL INC   2024-10-15 2025-04-10
115. ROLLINS INC   2024-10-15 2025-04-10
72. SM ENERGY CO   2023-10-17 2025-04-10
22. SPS COMMERCE INC   2024-01-24 2025-04-10
38. SELECTIVE INSURANCE GROUP INC   2021-08-12 2025-04-10
18. SIMPSON MANUFACTURING   2025-02-18 2025-04-10
43. SOUTH STATE CORP   2023-10-17 2025-04-10
66. STIFEL FINANCIAL CORP   2024-10-15 2025-04-10
132. TETRA TECH INC   2024-10-15 2025-04-10
129. TOAST, INC   2024-10-15 2025-04-10
8. TOPBUILD CORP   2025-03-13 2025-04-10
94. TRACTOR SUPPLY CO   2024-10-15 2025-04-10
12.99992 TYLER TECHS INC   2024-10-15 2025-04-10
2.00008 TYLER TECHS INC   2024-10-15 2025-04-10
28. UMB FINANCIAL CORP   2023-10-17 2025-04-10
654. VANGUARD LARGE CAP ETF   2015-04-10 2025-04-10
13. VERISK ANALYTICS INC   2024-10-15 2025-04-10
12. WATSCO INC   2024-10-15 2025-04-10
22. WEST PHARMACEUTICALS SERVICES INC   2024-10-15 2025-04-10
604. WISDOMTREE US QUALITY GROWTH ETF   2024-03-18 2025-04-10
58. WORKIVA INC   2023-10-17 2025-04-10
33. WYNDHAM HOTELS & RESORTS INC   2024-10-15 2025-04-10
45. AMBARELLA INC   2024-04-04 2025-04-10
12. ICON PLC   2024-10-15 2025-04-10
37.00002 GLOBANT SA   2024-01-24 2025-04-10
4.99998 GLOBANT SA   2022-02-16 2025-04-10
74. KORNIT DIGITAL LTD   2022-11-29 2025-04-10
703.161 ARGA EMERGING MARKETS VALUE FUND   2022-02-16 2025-04-21
420.526 AMERICAN FUNDS EUPAC FUND CL F3   2021-12-14 2025-04-21
810.934 OAKMARK INTERNATIONAL R6   2020-09-21 2025-04-21
64. NEOGEN CORP   2024-10-15 2025-04-21
132. NEOGEN CORP   2024-01-24 2025-04-21
1294.065 PIMCO INCOME FUND I   2021-04-20 2025-04-21
528.751 VANGUARD MORTGAGE-BACKED SECURITIES INDE   2023-02-02 2025-04-21
1574.592 ARGA EMERGING MARKETS VALUE FUND   2022-02-16 2025-06-17
20. AGREE REALTY CORP   2024-03-18 2025-06-17
75. CERTARA INC   2024-10-15 2025-06-17
59. CERTARA INC   2024-01-24 2025-06-17
402.13631 AMERICAN FUNDS EUPAC FUND CL F3   2021-12-14 2025-06-17
54.51269 AMERICAN FUNDS EUPAC FUND CL F3   2021-12-14 2025-06-17
870.133 GLENMEDE SECURED OPTIONS I   2018-12-21 2025-06-17
9. GUIDEWIRE SOFTWARE INC   2024-10-15 2025-06-17
1412.66 OAKMARK INTERNATIONAL R6   2020-09-21 2025-06-17
24. RB GLOBAL INC   2024-02-23 2025-06-17
8. SELECTIVE INSURANCE GROUP INC   2021-08-12 2025-06-17
250. VANGUARD LARGE CAP ETF   2015-04-10 2025-06-17
966. WISDOMTREE US QUALITY GROWTH ETF   2024-03-18 2025-06-17
21. ANSYS INC   2024-10-15 2025-07-17
.1379 SYNOPSYS INC   2025-07-18 2025-07-23
3. ENERSYS INC   2024-10-15 2025-08-14
12. ENERSYS INC   2024-03-18 2025-08-14
14825.007 FIDELITY U.S. BOND INDEX FUND   2022-07-20 2025-08-14
11. JONES LANG LASALLE INC   2024-10-15 2025-08-14
14. BALCHEM CORP   2024-02-23 2025-08-25
5. CASEYS GENERAL STORES INC   2024-10-15 2025-08-25
14. ENPRO INDS INC   2024-01-24 2025-08-25
10. OLLIE S BARGAIN OUTLET HOLDINGS   2024-01-24 2025-08-25
33. STIFEL FINANCIAL CORP   2024-10-15 2025-08-25
36. TRACTOR SUPPLY CO   2024-10-15 2025-08-25
2. AMBARELLA INC   2024-10-15 2025-08-25
8. AMBARELLA INC   2024-04-04 2025-08-25
4722.521 FIDELITY U.S. BOND INDEX FUND   2022-07-20 2025-09-11
18603.49 GLENMEDE SECURED OPTIONS I   2022-07-18 2025-09-11
194.775 AMERICAN FUNDS EUPAC FUND CL F3   2021-12-14 2025-10-13
148.751 OAKMARK INTERNATIONAL R6   2020-09-21 2025-10-13
4. MEDPACE HOLDINGS INC   2023-08-31 2025-10-13
7. SYNOPSYS INC   2025-07-18 2025-10-13
10. AMBARELLA INC   2024-10-15 2025-10-13
334.653 GQG PARTNERS EMERGING MARKETS EQUITY I   2024-03-18 2025-10-14
1320.781 ARGA EMERGING MARKETS VALUE FUND   2022-02-16 2025-10-14
476.231 AMERICAN BEACON DEVELOPING WORLD INCOME   2019-04-24 2025-10-14
11. ENSIGN GROUP INC   2024-01-24 2025-10-14
200.955 AMERICAN FUNDS EUPAC FUND CL F3   2021-12-14 2025-10-14
643.419 FIDELITY U.S. BOND INDEX FUND   2022-07-20 2025-10-14
4. GRAND CANYON EDUCATION INC   2024-01-24 2025-10-14
408.152 OAKMARK INTERNATIONAL R6   2023-02-03 2025-10-14
12. HEICO CORP   2024-10-15 2025-10-14
525.171 PIMCO INCOME FUND I   2021-04-20 2025-10-14
56.618 PIMCO INCOME FUND I   2021-04-20 2025-10-14
84. VANGUARD DIVIDEND APPRECIATION ETF   2022-07-19 2025-10-14
138. VANGUARD LARGE CAP ETF   2015-06-09 2025-10-14
24. BLACKLINE INC   2025-09-11 2025-11-26
44. BLACKLINE INC   2024-04-04 2025-11-26
55. DUTCH BROS INC   2025-10-13 2025-11-26
23. SM ENERGY CO   2025-09-11 2025-11-26
104. SM ENERGY CO   2024-10-15 2025-11-26
331. WISDOMTREE US QUALITY GROWTH ETF   2024-03-18 2025-11-26
94. KORNIT DIGITAL LTD   2024-10-15 2025-11-26
9. AMBARELLA INC   2025-09-11 2025-12-23
28. AMBARELLA INC   2024-10-15 2025-12-23
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,407   1,902 505
b 8,427   8,687 -260
c 10,128   5,891 4,237
d 173,623   175,173 -1,550
e 4,914   4,720 194
5,322   4,877 445
1,331   1,003 328
3,826   1,975 1,851
23,732   13,409 10,323
21,069   20,957 112
3,322   3,249 73
20,050   22,090 -2,040
2,219   2,598 -379
5,912   6,904 -992
26,074   27,280 -1,206
4,628   5,604 -976
1,907   2,932 -1,025
1,907   3,703 -1,796
1,560   1,813 -253
2,673   3,284 -611
1,273   5,645 -4,372
1,785   1,832 -47
3,302   3,070 232
2,436   3,148 -712
2,264   3,064 -800
2,101   2,957 -856
4,771   5,289 -518
1,784   2,356 -572
555   876 -321
2,811   2,332 479
3,512   5,170 -1,658
2,672   3,002 -330
2,036   4,623 -2,587
2,998   2,894 104
5,337   4,776 561
6,199   6,391 -192
541   571 -30
1,411   1,835 -424
4,030   5,287 -1,257
806   1,057 -251
3,711   5,234 -1,523
4,830   4,321 509
983   2,561 -1,578
2,320   3,506 -1,186
1,449   2,776 -1,327
2,626   4,387 -1,761
5,776   5,968 -192
2,776   3,173 -397
2,433   2,128 305
1,105   2,808 -1,703
2,273   2,170 103
2,299   1,790 509
1,650   4,182 -2,532
2,860   3,351 -491
2,515   2,251 264
4,742   2,834 1,908
2,507   3,762 -1,255
4,453   3,124 1,329
2,219   1,615 604
1,968   5,803 -3,835
492   1,286 -794
3,055   3,940 -885
1,818   3,144 -1,326
520   898 -378
2,045   1,897 148
3,480   3,506 -26
6,189   5,899 290
9,192   3,289 5,903
1,946   2,769 -823
5,118   5,012 106
10,822   11,385 -563
1,893   2,030 -137
2,546   4,108 -1,562
575   730 -155
4,423   4,034 389
3,445   3,045 400
4,520   5,674 -1,154
3,759   2,870 889
5,276   3,424 1,852
3,348   4,152 -804
2,901   2,891 10
1,968   2,379 -411
716   865 -149
2,794   4,669 -1,875
466   778 -312
3,723   6,014 -2,291
5,328   4,717 611
4,642   4,351 291
3,074   2,698 376
3,150   2,924 226
2,137   2,357 -220
1,193   2,194 -1,001
5,953   2,758 3,195
1,770   3,071 -1,301
2,782   2,691 91
2,897   3,697 -800
6,531   5,139 1,392
5,145   2,822 2,323
4,130   5,472 -1,342
563   746 -183
3,185   4,103 -918
2,011   4,134 -2,123
5,700   5,395 305
2,828   2,899 -71
7,929   4,846 3,083
3,895   5,073 -1,178
818   1,158 -340
935   1,504 -569
467   658 -191
2,384   3,337 -953
6,240   5,750 490
1,532   2,546 -1,014
2,892   3,321 -429
3,320   3,183 137
2,666   3,167 -501
3,495   3,326 169
5,370   6,596 -1,226
3,838   6,498 -2,660
4,346   3,685 661
2,295   2,390 -95
4,850   5,680 -830
7,288   7,809 -521
1,121   1,201 -80
2,483   2,470 13
158,730   63,255 95,475
3,733   3,515 218
6,004   5,979 25
4,523   6,442 -1,919
25,432   24,580 852
3,894   4,466 -572
2,774   2,695 79
2,006   3,148 -1,142
1,770   3,560 -1,790
3,904   7,098 -3,194
528   1,343 -815
1,343   4,604 -3,261
7,362   6,863 499
22,494   27,872 -5,378
21,433   14,993 6,440
303   949 -646
625   4,034 -3,409
13,601   15,035 -1,434
9,607   10,020 -413
18,785   15,368 3,417
1,488   1,133 355
795   846 -51
626   954 -328
23,650   26,654 -3,004
3,206   3,613 -407
12,069   9,615 2,454
2,232   1,699 533
41,871   28,008 13,863
2,523   1,511 1,012
674   670 4
68,929   24,180 44,749
48,574   39,312 9,262
8,313   6,941 1,372
84   80 4
297   308 -11
1,188   1,101 87
154,921   159,725 -4,804
3,232   2,972 260
2,282   1,910 372
2,508   1,964 544
3,156   2,088 1,068
1,301   704 597
3,790   3,298 492
2,216   2,175 41
143   118 25
570   392 178
50,153   50,295 -142
270,309   217,250 53,059
12,649   12,952 -303
4,686   2,949 1,737
2,104   1,088 1,016
3,159   4,035 -876
810   588 222
5,836   5,723 113
17,831   12,891 4,940
3,510   3,799 -289
1,966   1,279 687
13,034   13,010 24
6,840   6,852 -12
851   508 343
12,828   9,141 3,687
3,796   3,177 619
5,745   6,323 -578
619   682 -63
18,223   12,382 5,841
42,447   13,307 29,140
1,386   1,279 107
2,541   3,048 -507
3,259   2,884 375
436   624 -188
1,970   3,984 -2,014
19,501   13,470 6,031
1,229   2,011 -782
653   743 -90
2,033   1,646 387
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
      71,043
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       505
b       -260
c       4,237
d       -1,550
e       194
      445
      328
      1,851
      10,323
      112
      73
      -2,040
      -379
      -992
      -1,206
      -976
      -1,025
      -1,796
      -253
      -611
      -4,372
      -47
      232
      -712
      -800
      -856
      -518
      -572
      -321
      479
      -1,658
      -330
      -2,587
      104
      561
      -192
      -30
      -424
      -1,257
      -251
      -1,523
      509
      -1,578
      -1,186
      -1,327
      -1,761
      -192
      -397
      305
      -1,703
      103
      509
      -2,532
      -491
      264
      1,908
      -1,255
      1,329
      604
      -3,835
      -794
      -885
      -1,326
      -378
      148
      -26
      290
      5,903
      -823
      106
      -563
      -137
      -1,562
      -155
      389
      400
      -1,154
      889
      1,852
      -804
      10
      -411
      -149
      -1,875
      -312
      -2,291
      611
      291
      376
      226
      -220
      -1,001
      3,195
      -1,301
      91
      -800
      1,392
      2,323
      -1,342
      -183
      -918
      -2,123
      305
      -71
      3,083
      -1,178
      -340
      -569
      -191
      -953
      490
      -1,014
      -429
      137
      -501
      169
      -1,226
      -2,660
      661
      -95
      -830
      -521
      -80
      13
      95,475
      218
      25
      -1,919
      852
      -572
      79
      -1,142
      -1,790
      -3,194
      -815
      -3,261
      499
      -5,378
      6,440
      -646
      -3,409
      -1,434
      -413
      3,417
      355
      -51
      -328
      -3,004
      -407
      2,454
      533
      13,863
      1,012
      4
      44,749
      9,262
      1,372
      4
      -11
      87
      -4,804
      260
      372
      544
      1,068
      597
      492
      41
      25
      178
      -142
      53,059
      -303
      1,737
      1,016
      -876
      222
      113
      4,940
      -289
      687
      24
      -12
      343
      3,687
      619
      -578
      -63
      5,841
      29,140
      107
      -507
      375
      -188
      -2,014
      6,031
      -782
      -90
      387
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 311,280
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 6,007
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 6,007
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 6,007
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 6,016
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,016
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 9
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 9
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)
WI
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 ofRussel and Vera Smith Private Foundation, c/o Trust Point Inc Telephone no. (608) 782-1148

Located at230 FRONT STREET NORTHLA CROSSEWI ZIP+454601
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
Yan Arsenault Director
1 		0    
230 Front Street North
La Crosse,WI54601
Darwin Isaacson Director
1 		0    
230 Front Street North
La Crosse,WI54601
Mark Chamberlain Director
1 		0    
230 Front Street North
La Crosse,WI54601
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 NONE  
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
6,019,066
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
6,019,066
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
6,019,066
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
90,286
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,928,780
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
296,439
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
296,439
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
6,007
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,007
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
290,432
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
290,432
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
290,432
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
280,692
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
280,692
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 7 290,432
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 276,613
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: $ 280,692
a Applied to 2024, but not more than line 2a 276,613
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..... 4,079
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 .......... 		286,353
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).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Darwin Isaacson
230 Front Street North
La Crosse,WI54601
(608) 782-1148
bThe form in which applications should be submitted and information and materials they should include:
Letter outlining organization's needs and exemption qualifications including brief resume of the organization's past qualifying activities.
cAny submission deadlines:
None
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
La Crosse County, WI as preferred area of participation
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

LA CROSSE AREA FAMILY YMCA

1140 MAIN STREET
LA CROSSE,WI54601 		NONE   ANNUAL CAMPAIGN 17,000

LA CROSSE VALLEY VIEW ROTARY CLUB

PO BOX 545
LA CROSSE,WI54602 		NONE   MOON TUNES 8,000

UWL Alumni & Friends Foundation

615 EAST AVENUE NORTH
La Crosse,WI54601 		NONE   EDUCATION 30,000

Salvation Army

223 N 8TH ST BOX 1152
La Crosse,WI54601 		NONE   HUMANITARIAN 7,500

WTC FOUNDATION

400 SEVENTH STREET NORTH
LA CROSSE,WI54601 		NONE   EDUCATION 15,000

FIRST PRESBYTERIAN CHURCH

233 WEST AVENUE SOUTH
LA CROSSE,WI54601 		NONE   MINISTRY 15,000

FAMILY & CHILDREN'S CENTER

1707 MAIN STREET
LA CROSSE,WI54601 		NONE   CHILD WELFARE 5,000

JUNIOR ACHIEVEMENT
C/O ALTRA FEDERAL CREDIT UNION
2715 LOSEY BLVD
LA CROSSE,WI54601 		NONE   EDUCATION 14,000

GREAT RIVERS UNITED WAY

1855 EAST MAIN STREET
ONALASKA,WI54650 		NONE   HUMANITARIAN 15,000

VITERBO UNIVERSITY

900 VITERBO DRIVE
LA CROSSE,WI54601 		NONE   EDUCATION 26,000

LA CROSSE SYMPHONY ORCHESTRA

201 MAIN STREET SUITE 230
LA CROSSE,WI54601 		NONE   ARTS 2,000

LA CROSSE COMMUNITY THEATRE

428 FRONT STREET SOUTH
LA CROSSE,WI54601 		NONE   HUMANITARIAN 5,000

COULEE RECOVERY CENTER

933 FERRY STREET
LA CROSSE,WI54601 		NONE   EDUCATION 4,000

Mobile Meals of La Crosse Inc

PO BOX 1643
La Crosse,WI54602 		NONE   SERVE SENIORS, DISABLED OR 1,000

La Crosse County Historical Society

145 WEST AVE S
La Crosse,WI54601 		NONE   EDUCATION 3,000

Gundersen Medical Foundation

1836 SOUTH AVENUE
La Crosse,WI54601 		NONE   MEDICAL 16,667

Big Brothers Big Sisters

313 4TH STREET SOUTH
La Crosse,WI54601 		NONE   HUMANITARIAN 5,000

BLUE STARS

PO BOX 2523
LA CROSSE,WI54602 		NONE   NEW INSTRUMENTS 2,500

ALLIANCE FAMILY SERVICES

600 3RD STREET NORTH
LA CROSSE,WI54601 		NONE   HUMANITARIAN 5,000

UFAH

119 KING STREET
LA CROSSE,WI54601 		NONE   ANNUAL FUNDRAISING CAMPAIGN 5,000

Wafer

1603 GEORGE ST
La Crosse,WI54603 		NONE   HUMANITARIAN 4,000

The Parenting Place

1500 GREEN BAY STREET
La Crosse,WI54601 		NONE   HUMANITARIAN 5,000

HABITAT FOR HUMANITY
LA CROSSE AREA
3181 BERLIN DRIVE
LA CROSSE,WI54601 		NONE   HUMANITARIAN 5,000

Children's Museum Of La Crosse Inc

207 5TH AVE S
La Crosse,WI54601 		NONE   EDUCATION 3,000

CATHOLIC CHARITIES

3710 EAST AVENUE SOUTH
LA CROSSE,WI54601 		NONE   HUMANITARIAN 12,500

Hunger Task Force Of La Crosse

1240 CLINTON ST
La Crosse,WI54603 		NONE   HUMANITARIAN 4,000

BOYS & GIRLS CLUB OF LA CROSSE

1331 CLINTON ST
LA CROSSE,WI54603 		NONE   BUILDING GREAT FUTURES 3,000

The Exchange

1009 4TH STREET
La Crosse,WI54601 		NONE   HUMANITARIAN 2,500

Aquinas Catholic Schools Foundation

315 11TH STREET S
La Crosse,WI54601 		NONE   HUMANITARIAN 25,000

GOOD FIGHT COMMUNITY CENTER

118 6TH SREET NORTH
LA CROSSE,WI54601 		NONE   HUMANITARIAN 5,000

Adult & Teen Challenge

PO BOX 126
La Crosse,WI54602 		NONE   HUMANITARIAN 3,000

St Clare Health Mission

916 FERRY ST
La Crosse,WI54601 		NONE   MEDICAL 5,000
Total ................................. 3a 278,667
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 8,652  
4 Dividends and interest from securities ....     14 165,871  
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 ............ 		    18 311,280  
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) ..   485,803  
13Total. Add line 12, columns (b), (d), and (e)..................
13
485,803
(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:
SMITH RUSSELL & VERA PRIVATE FDN XXXXXX4172
EIN:
39-1744162
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,000     2,000

TY 2025 OtherDecreasesSchedule
Name:
SMITH RUSSELL & VERA PRIVATE FDN XXXXXX4172
EIN:
39-1744162
Description Amount
ACCRUAL ADJUSTMENT 1,782


TY 2025 OtherExpensesSchedule
Name:
SMITH RUSSELL & VERA PRIVATE FDN XXXXXX4172
EIN:
39-1744162
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 25 0   25


TY 2025 OtherProfessionalFeesSchedule
Name:
SMITH RUSSELL & VERA PRIVATE FDN XXXXXX4172
EIN:
39-1744162
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODIAN & MANAGEMENT FEES (A 36,441 36,441    
OTHER EXPENSE (NON-DEDUCTIBLE 3,490 3,490    


TY 2025 TaxesSchedule
Name:
SMITH RUSSELL & VERA PRIVATE FDN XXXXXX4172
EIN:
39-1744162
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 32 32   0
FEDERAL TAX PAYMENT - PRIOR YE 3,493 3,493   0
FEDERAL ESTIMATES - PRINCIPAL 6,016 6,016   0
FOREIGN TAXES ON QUALIFIED FOR 3,986 3,986   0
FOREIGN TAXES ON NONQUALIFIED 179 179   0