TY 2025 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2025

Open to Public Inspection

For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25

Name of foundation
BANKS CHARITABLE FDN-NUVEEN

Number and street (or P.O. box number if mail is not delivered to street address) P O BOX 23559
Room/suite

City or town
ST PETERSBURG

State or province
FL

Country

ZIP or foreign postal code
33742

A Employer identification number

20-3945115

B Telephone number (see instructions)

7275672300

C If exemption application is pending, check here

G Check all that apply: Initial returnInitial return of a former public charity

Address change Name change

D 1. Foreign organizations, check here.............

2. Foreign organizations meeting the 85%
test, check here and attach computation ...

E If private foundation status was terminated
under section 507(b)(1)(A), check here .......

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,445,622J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .................
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	34,723		34,532
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		98,717
b	Gross sales price for all assets on line 6a 769,653
7	Capital gain net income (from Part IV, line 2)...			98,717
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........	133,440		133,249
13	Compensation of officers, directors, trustees, etc.	8,570		3,428		5,142
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).......	List of Attached Documents: // Content	1,000	0	0	1,000
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	2,969	1,148		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	17,603	17,603
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	30,142		22,179	0	6,142
25	Contributions, gifts, grants paid.......	79,000				79,000
26	Total expenses and disbursements. Add lines 24 and 25 ................	109,142		22,179	0	85,142
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	24,298
b	Net investment income (if negative, enter -0-)			111,070
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2025)

Form 990-PF (2025)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	147	226	226
	2	Savings and temporary cash investments.........	42,116	61,297	61,297
	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).......	966,348	List of Attached Documents: // Content 1,026,186	1,318,543
	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)..........	104,987	List of Attached Documents: // Content 51,136	65,556
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,113,598	1,138,845	1,445,622
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,113,598	1,138,845
	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).....	1,113,598	1,138,845
	30	Total liabilities and net assets/fund balances (see instructions).	1,113,598	1,138,845

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

1,113,598

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

24,298

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

List of Attached Documents:

// Content

1,247

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

1,139,143

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

List of Attached Documents:

// Content

298

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

1,138,845

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	410. AT & T INC			2025-01-08
b	100.00132 BRITISH AMERN TOB PLC			2025-01-08
c	75.99868 BRITISH AMERN TOB PLC			2025-01-08
d	45. ENTERGY CORP NEW		2024-08-12	2025-01-08
e	168. FOX CORP			2025-01-08
	124. GENERAL MTRS CO			2025-01-08
	199. HP INC		2024-06-17	2025-01-08
	86. KEURIG DR PEPPER INC			2025-01-08
	90. KIMBERLY-CLARK CORP		2024-08-12	2025-01-08
	4. ELI LILLY & CO COM		2024-01-10	2025-01-08
	198. PFIZER INC		2024-01-10	2025-01-08
	61. RTX CORP		2023-10-17	2025-01-08
	76. SPDR SER TR		2024-04-02	2025-01-08
	197. SANOFI-SYNTHELABO			2025-01-08
	37. SEMPRA ENERGY		2024-08-12	2025-01-08
	86. SUNCOR ENERGY INC NEW		2024-01-10	2025-01-08
	238. SUNCOR ENERGY INC NEW		2023-09-06	2025-01-08
	93. WILLIAMS COS INC			2025-01-08
	196. UBS GROUP AG		2024-06-17	2025-01-08
	1. AIR PRODS & CHEMS INC		2024-09-18	2025-01-16
	3. AMERICAN ELEC PWR CO INC		2021-07-02	2025-01-16
	10. AMERICAN INTL GROUP INC		2018-05-08	2025-01-16
	2. APPLIED MATLS INC		2025-01-08	2025-01-16
	2. ASTRAZENECA PLC		2016-11-10	2025-01-16
	27. BP P L C			2025-01-16
	13. BAXTER INTL INC		2022-10-06	2025-01-16
	3. BRITISH AMERN TOB PLC		2023-05-23	2025-01-16
	1. CIGNA GROUP		2021-10-21	2025-01-16
	15. CVS HEALTH CORPORATION		2024-06-14	2025-01-16
	11. CARDINAL HEALTH INC		2024-09-18	2025-01-16
	5. CISCO SYSTEMS INC		2025-01-08	2025-01-16
	21. CITIGROUP INC		2015-05-20	2025-01-16
	4. COMCAST CORP CLASS A		2024-10-22	2025-01-16
	1. CONSTELLATION BRANDS INC		2024-09-18	2025-01-16
	6. CROWN CASTLE INC		2024-09-18	2025-01-16
	1. CROWN HLDGS INC		2025-01-08	2025-01-16
	3. WALT DISNEY CO		2025-01-08	2025-01-16
	1. DOLLAR GEN CORP NEW		2021-04-14	2025-01-16
	5. DOMINION ENERGY INC		2024-08-12	2025-01-16
	3. ELECTRONIC ARTS INC		2025-01-08	2025-01-16
	2. ENTERGY CORP NEW		2024-08-12	2025-01-16
	10. EXELON CORP		2022-12-08	2025-01-16
	6. FIDELITY NATL INFORMATION SVCS INC		2021-08-09	2025-01-16
	10. FIDELITY NATL FINL INC NEW		2023-01-26	2025-01-16
	1. FIRST CTZNS BANCSHARES INC		2022-08-01	2025-01-16
	3. FORTIVE CORP		2025-01-08	2025-01-16
	4. FORTREA HLDGS INC		2022-02-08	2025-01-16
	1. GALLAGHER ARTHUR J & CO		2019-02-06	2025-01-16
	10. GENERAL MTRS CO		2019-06-20	2025-01-16
	9. HP INC		2024-06-17	2025-01-16
	3. HESS CORP		2024-07-15	2025-01-16
	13. HEWLETT PACKARD ENTERPRISE CO		2024-08-12	2025-01-16
	1. HONEYWELL INTL INC		2025-01-08	2025-01-16
	3. INTERCONTINENTAL EXCHANGE INC		2024-07-11	2025-01-16
	2. INTERNATIONAL FLAVORS & FRAGRANCES INC		2023-07-21	2025-01-16
	5. INTERPUBLIC GROUP COS INC		2024-05-10	2025-01-16
	4. JPMORGAN CHASE & CO		2019-01-07	2025-01-16
	15. KONINKLIJKE PHILIPS N V			2025-01-16
	15. KRAFT HEINZ CO		2022-12-12	2025-01-16
	5. L3HARRIS TECHNOLOGIES INC		2022-09-01	2025-01-16
	3. LABCORP HLDGS INC		2023-07-21	2025-01-16
	3. LAMB WESTON HLDGS INC		2025-01-08	2025-01-16
	2. LEAR CORP		2022-05-03	2025-01-16
	3. LEIDOS HLDGS INC		2023-03-30	2025-01-16
	1. MICROSOFT CORP		2024-09-18	2025-01-16
	4. MICRON TECHNOLOGY INC		2025-01-08	2025-01-16
	1. MID-AMER APT CMNTYS INC		2024-07-15	2025-01-16
	11. NEWELL BRANDS INC			2025-01-16
	25. PG&E CORP		2024-07-11	2025-01-16
	2. PPG INDS INC			2025-01-16
	1. RTX CORP		2023-10-17	2025-01-16
	8. SHELL PLC		2023-07-21	2025-01-16
	5. SS&C TECHNOLOGIES HLDGS INC		2021-06-01	2025-01-16
	2. SPDR SER TR		2024-04-02	2025-01-16
	10. SANOFI-SYNTHELABO		2020-02-18	2025-01-16
	14. SEALED AIR CORP NEW			2025-01-16
	2. SEMPRA ENERGY		2024-08-12	2025-01-16
	6. SEMPRA ENERGY		2023-07-21	2025-01-16
	3. TAIWAN SEMICONDUCTOR MFG CO LTD		2023-07-21	2025-01-16
	10. VERIZON COMMUNICATIONS INC		2018-07-16	2025-01-16
	1. VISA INC		2020-04-28	2025-01-16
	15. WELLS FARGO & CO NEW		2021-04-14	2025-01-16
	1. WESCO INTL INC		2025-01-08	2025-01-16
	4. JOHNSON CONTROLS INTERNATIONAL PLC		2024-05-09	2025-01-16
	8. MEDTRONIC PLC		2022-05-19	2025-01-16
	2. WILLIS TOWERS WATSON PLC		2021-10-22	2025-01-16
	41. CNH INDUSTRIAL NV		2024-01-10	2025-01-16
	10. AIR PRODS & CHEMS INC		2024-09-18	2025-02-07
	38. DIAGEO PLC - ADR		2024-02-27	2025-02-07
	39. ENTERGY CORP NEW			2025-02-07
	297. INTERPUBLIC GROUP COS INC			2025-02-07
	447. NEWELL BRANDS INC			2025-02-07
	27. SEMPRA ENERGY		2024-06-14	2025-02-07
	52. SEMPRA ENERGY		2023-07-21	2025-02-07
	25. ELECTRONIC ARTS INC		2025-01-08	2025-04-01
	117. FORTREA HLDGS INC			2025-04-01
	9. GALLAGHER ARTHUR J & CO		2019-02-06	2025-04-01
	74. GENERAL MTRS CO			2025-04-01
	21. HESS CORP		2024-07-15	2025-04-01
	17. HUMANA INC		2024-07-11	2025-04-01
	20. HUMANA INC			2025-04-01
	23. INTERCONTINENTAL EXCHANGE INC		2025-02-07	2025-04-01
	49. RTX CORP			2025-04-01
	109. SPDR SER TR		2024-04-02	2025-04-01
	65. SONY GROUP CORP		2024-09-18	2025-04-01
	58. SONY GROUP CORP		2023-07-21	2025-04-01
	79. VERIZON COMMUNICATIONS INC			2025-04-01
	113. WILLIAMS COS INC		2018-12-17	2025-04-01
	83. JOHNSON CONTROLS INTERNATIONAL PLC		2024-05-09	2025-04-01
	5. AIR PRODS & CHEMS INC		2024-09-18	2025-04-16
	5. AMERICAN ELEC PWR CO INC		2021-07-02	2025-04-16
	19. AMERICAN INTL GROUP INC			2025-04-16
	3. ANTHEM INC			2025-04-16
	5. ASTRAZENECA PLC		2016-11-10	2025-04-16
	17. BP P L C		2024-05-07	2025-04-16
	73. BP P L C			2025-04-16
	57. BAXTER INTL INC		2022-10-06	2025-04-16
	2. BECTON DICKINSON & CO		2025-01-08	2025-04-16
	28. BRITISH AMERN TOB PLC			2025-04-16
	4. CIGNA GROUP		2021-03-01	2025-04-16
	54. CVS HEALTH CORPORATION		2024-06-14	2025-04-16
	20. CARDINAL HEALTH INC		2024-09-18	2025-04-16
	15. CARLYLE GROUP INC		2025-02-07	2025-04-16
	23. CISCO SYSTEMS INC		2025-01-08	2025-04-16
	30. CITIGROUP INC			2025-04-16
	18. COGNIZANT TECH SOLUTIONS CRP COM		2019-06-19	2025-04-16
	47. COMCAST CORP CLASS A		2024-10-22	2025-04-16
	2. CONSTELLATION BRANDS INC		2024-09-18	2025-04-16
	9. CROWN CASTLE INC		2024-09-18	2025-04-16
	6. CROWN HLDGS INC		2025-01-08	2025-04-16
	8. WALT DISNEY CO		2025-02-07	2025-04-16
	16. DOLLAR GEN CORP NEW			2025-04-16
	7. DOMINION ENERGY INC		2024-08-12	2025-04-16
	6. ELECTRONIC ARTS INC			2025-04-16
	6. ENTERGY CORP NEW		2024-05-09	2025-04-16
	19. EXELON CORP		2022-12-08	2025-04-16
	2. FEDEX CORP		2025-04-01	2025-04-16
	15. FIDELITY NATL INFORMATION SVCS INC		2021-08-09	2025-04-16
	15. FIDELITY NATL FINL INC NEW		2023-01-26	2025-04-16
	1. FIRST CTZNS BANCSHARES INC		2022-08-01	2025-04-16
	12. FORTIVE CORP		2025-01-08	2025-04-16
	2. GALLAGHER ARTHUR J & CO		2019-02-06	2025-04-16
	17. GENERAL MTRS CO		2022-10-06	2025-04-16
	45. HP INC		2024-06-17	2025-04-16
	13. HASBRO INC		2024-06-14	2025-04-16
	8. HESS CORP		2024-07-15	2025-04-16
	26. HEWLETT PACKARD ENTERPRISE CO		2024-08-12	2025-04-16
	3. HONEYWELL INTL INC		2025-01-08	2025-04-16
	8. INTERCONTINENTAL EXCHANGE INC		2025-02-07	2025-04-16
	9. INTERNATIONAL FLAVORS & FRAGRANCES INC		2023-07-21	2025-04-16
	5. JPMORGAN CHASE & CO		2019-01-07	2025-04-16
	14. KEURIG DR PEPPER INC		2024-01-10	2025-04-16
	26. KONINKLIJKE PHILIPS N V			2025-04-16
	58. KRAFT HEINZ CO		2022-12-12	2025-04-16
	12. L3HARRIS TECHNOLOGIES INC		2022-09-01	2025-04-16
	5. LABCORP HLDGS INC		2023-07-21	2025-04-16
	18. LAMB WESTON HLDGS INC		2025-01-08	2025-04-16
	5. LEAR CORP		2022-05-03	2025-04-16
	7. LEIDOS HLDGS INC		2023-03-30	2025-04-16
	1. ELI LILLY & CO COM		2024-01-10	2025-04-16
	4. MICROSOFT CORP		2024-09-18	2025-04-16
	8. MICROCHIP TECHNOLOGY INC		2025-01-08	2025-04-16
	5. MICRON TECHNOLOGY INC		2025-01-08	2025-04-16
	3. MID-AMER APT CMNTYS INC		2024-07-15	2025-04-16
	2. NORFOLK SOUTHN CORP		2025-01-08	2025-04-16
	62. PG&E CORP		2024-07-11	2025-04-16
	9. PPG INDS INC			2025-04-16
	6. RTX CORP		2020-11-16	2025-04-16
	33. SHELL PLC		2025-04-01	2025-04-16
	13. SS&C TECHNOLOGIES HLDGS INC		2024-10-22	2025-04-16
	18. SS&C TECHNOLOGIES HLDGS INC			2025-04-16
	9. SPDR SER TR		2024-04-02	2025-04-16
	20. SANOFI-SYNTHELABO			2025-04-16
	30. SEALED AIR CORP NEW			2025-04-16
	11. SEMPRA ENERGY		2024-06-14	2025-04-16
	69. SONY GROUP CORP		2024-09-18	2025-04-16
	12. STAG INDL INC		2025-04-01	2025-04-16
	23. STMICROELECTRONICS N V		2025-04-01	2025-04-16
	11. TECK RESOURCES LIMITED		2024-08-12	2025-04-16
	3. VERIZON COMMUNICATIONS INC		2024-07-11	2025-04-16
	19. VERIZON COMMUNICATIONS INC			2025-04-16
	3. VISA INC		2020-04-28	2025-04-16
	4. WABTEC CORP		2024-05-09	2025-04-16
	50. WELLS FARGO & CO NEW		2021-04-14	2025-04-16
	1. WESCO INTL INC		2025-01-08	2025-04-16
	3. ALLEGION PLC		2025-04-01	2025-04-16
	6. JOHNSON CONTROLS INTERNATIONAL PLC		2024-05-09	2025-04-16
	26. MEDTRONIC PLC			2025-04-16
	3. WILLIS TOWERS WATSON PLC		2021-10-22	2025-04-16
	60. CNH INDUSTRIAL NV		2024-01-10	2025-04-16
	71. AMERICAN INTL GROUP INC			2025-04-29
	34. APPLIED MATLS INC		2025-01-08	2025-04-29
	25. CARDINAL HEALTH INC		2024-09-18	2025-04-29
	44. CISCO SYSTEMS INC		2025-01-08	2025-04-29
	11. CISCO SYSTEMS INC		2021-01-19	2025-04-29
	44. COGNIZANT TECH SOLUTIONS CRP COM			2025-04-29
	23. CONSTELLATION BRANDS INC		2024-09-18	2025-04-29
	76. ENTERGY CORP NEW		2024-05-09	2025-04-29
	20. GALLAGHER ARTHUR J & CO			2025-04-29
	58. GENERAL MTRS CO		2022-10-06	2025-04-29
	11. HONEYWELL INTL INC		2025-01-08	2025-04-29
	42. HONEYWELL INTL INC		2025-01-08	2025-04-29
	3. ELI LILLY & CO COM		2024-01-10	2025-04-29
	102. MICROCHIP TECHNOLOGY INC		2025-01-08	2025-04-29
	136. SONY GROUP CORP			2025-04-29
	76. BRITISH AMERN TOB PLC			2025-05-20
	17. CDW CORP		2025-04-29	2025-05-20
	12. CIGNA GROUP		2021-03-01	2025-05-20
	31. WALT DISNEY CO			2025-05-20
	25. FEDEX CORP		2025-04-01	2025-05-20
	22. HESS CORP		2024-07-15	2025-05-20
	384.01 KONINKLIJKE PHILIPS N V			2025-05-20
	13. L3HARRIS TECHNOLOGIES INC		2022-09-01	2025-05-20
	7. MICROSOFT CORP			2025-05-20
	25. NORFOLK SOUTHN CORP		2025-01-08	2025-05-20
	131. STMICROELECTRONICS N V			2025-05-20
	16. TAIWAN SEMICONDUCTOR MFG CO LTD		2025-04-29	2025-05-20
	9. VISA INC			2025-05-20
	69. AMERICAN INTL GROUP INC			2025-07-09
	39. CDW CORP		2025-04-29	2025-07-09
	2. CARDINAL HEALTH INC		2024-09-18	2025-07-09
	74. CARDINAL HEALTH INC			2025-07-09
	69. CISCO SYSTEMS INC		2021-01-19	2025-07-09
	63. COGNIZANT TECH SOLUTIONS CRP COM			2025-07-09
	44. WALT DISNEY CO			2025-07-09
	32. DOLLAR GEN CORP NEW			2025-07-09
	123. KRAFT HEINZ CO		2022-12-12	2025-07-09
	23. L3HARRIS TECHNOLOGIES INC			2025-07-09
	31. LABCORP HLDGS INC		2022-07-13	2025-07-09
	59. MID-AMER APT CMNTYS INC			2025-07-09
	79. PG&E CORP		2024-07-11	2025-07-09
	262. PG&E CORP			2025-07-09
	24. RTX CORP		2025-04-29	2025-07-09
	32. RTX CORP		2020-11-16	2025-07-09
	52. SCHWAB CHARLES CORP NEW		2025-04-29	2025-07-09
	170. SONY GROUP CORP		2024-10-22	2025-07-09
	301. SONY GROUP CORP		2023-03-30	2025-07-09
	78. STMICROELECTRONICS N V		2025-04-29	2025-07-09
	13. TAIWAN SEMICONDUCTOR MFG CO LTD		2025-04-29	2025-07-09
	3. TAIWAN SEMICONDUCTOR MFG CO LTD		2023-07-21	2025-07-09
	9. VISA INC			2025-07-09
	89. WELLS FARGO & CO NEW			2025-07-09
	33. JOHNSON CONTROLS INTERNATIONAL PLC		2024-05-09	2025-07-09
	74. MEDTRONIC PLC			2025-07-09
	93. CNH INDUSTRIAL NV		2025-01-08	2025-07-09
	381. CNH INDUSTRIAL NV		2024-01-10	2025-07-09
	.83 CHEVRON CORP		2024-07-15	2025-07-24
	49. ALPHABET INC		2025-07-09	2025-07-30
	53. BRISTOL MYERS SQUIBB CO		2025-07-09	2025-07-30
	62. BRITISH AMERN TOB PLC		2023-05-23	2025-07-30
	23. CIGNA GROUP			2025-07-30
	74. CHEVRON CORP		2024-07-15	2025-07-30
	15. LABCORP HLDGS INC			2025-07-30
	5. MICROSOFT CORP		2025-07-09	2025-07-30
	66. RALLIANT CORP			2025-07-30
	43. SS&C TECHNOLOGIES HLDGS INC			2025-07-30
	46. WABTEC CORP		2024-05-09	2025-07-30
	47. ALLEGION PLC		2025-04-01	2025-07-30
	38. INTERNATIONAL FLAVORS & FRAGRANCES INC		2025-01-08	2025-09-11
	71. INTERNATIONAL FLAVORS & FRAGRANCES INC			2025-09-11
	27. L3HARRIS TECHNOLOGIES INC		2025-02-07	2025-09-11
	21. L3HARRIS TECHNOLOGIES INC			2025-09-11
	26. MICROSOFT CORP			2025-09-11
	81. SEMPRA ENERGY		2025-04-01	2025-09-11
	93. SEMPRA ENERGY			2025-09-11
	74. JOHNSON CONTROLS INTERNATIONAL PLC		2024-05-09	2025-09-11
	166. VERIZON COMMUNICATIONS INC			2025-10-17
	.8 SONY FINL GROUP INC		2025-10-06	2025-10-20
	14. ALPHABET INC		2025-07-09	2025-10-23
	53. CVS HEALTH CORPORATION		2024-06-14	2025-10-23
	32. CAPITAL ONE FINL CORP		2025-05-20	2025-10-23
	62. CARLYLE GROUP INC			2025-10-23
	50. CITIGROUP INC			2025-10-23
	17. ELECTRONIC ARTS INC		2024-09-18	2025-10-23
	6. ELI LILLY & CO COM		2024-01-10	2025-10-23
	264. SONY GROUP CORP			2025-10-23
	52. SONY FINL GROUP INC		2025-10-06	2025-10-23
	289. STMICROELECTRONICS N V			2025-10-23
	26. VISA INC		2020-03-24	2025-10-23
	47. WELLS FARGO & CO NEW			2025-10-23
	121. COMCAST CORP CLASS A			2025-10-29
	.75 SOLSTICE ADVANCED MATLS INC		2025-01-08	2025-11-05
	12. ALPHABET INC		2025-07-09	2025-11-14
	39. CITIGROUP INC		2015-04-01	2025-11-14
	138. COGNIZANT TECH SOLUTIONS CRP COM			2025-11-14
	22. ELECTRONIC ARTS INC			2025-11-14
	139. HP INC			2025-11-14
	12. JPMORGAN CHASE & CO		2019-01-07	2025-11-14
	26. LABCORP HLDGS INC			2025-11-14
	60. LEAR CORP			2025-11-14
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	8,995	7,584	1,411
b	3,651	3,695	-44
c	2,774	2,897	-123
d	3,420	2,637	783
e	8,217	5,865	2,352
	6,291	4,580	1,711
	6,624	7,163	-539
	2,645	2,883	-238
	11,379	12,438	-1,059
	3,133	2,523	610
	5,290	5,728	-438
	7,012	4,546	2,466
	6,954	6,949	5
	9,680	9,921	-241
	3,020	2,901	119
	3,272	2,774	498
	9,056	8,150	906
	5,184	1,947	3,237
	6,336	6,078	258
	307	288	19
	286	256	30
	738	528	210
	378	353	25
	132	55	77
	850	1,047	-197
	399	738	-339
	107	102	5
	280	216	64
	769	897	-128
	1,381	1,227	154
	301	295	6
	1,646	1,154	492
	145	166	-21
	182	252	-70
	530	708	-178
	85	80	5
	321	329	-8
	67	213	-146
	270	273	-3
	425	430	-5
	160	117	43
	385	422	-37
	472	806	-334
	568	437	131
	2,135	762	1,373
	235	230	5
	69	160	-91
	293	78	215
	513	368	145
	293	324	-31
	447	453	-6
	304	225	79
	221	221
	448	439	9
	169	168	1
	139	156	-17
	1,013	404	609
	383	448	-65
	429	601	-172
	1,081	1,137	-56
	711	657	54
	176	183	-7
	186	261	-75
	464	276	188
	426	433	-7
	414	399	15
	150	141	9
	110	239	-129
	424	447	-23
	236	276	-40
	119	75	44
	530	504	26
	395	400	-5
	183	183
	501	502	-1
	481	894	-413
	166	157	9
	499	454	45
	649	293	356
	381	516	-135
	319	173	146
	1,129	629	500
	193	183	10
	319	262	57
	686	822	-136
	635	495	140
	484	487	-3
	3,150	2,878	272
	4,218	5,850	-1,632
	3,219	2,184	1,035
	8,234	9,207	-973
	3,141	8,558	-5,417
	2,212	2,030	182
	4,260	3,938	322
	3,635	3,579	56
	859	4,175	-3,316
	3,086	705	2,381
	3,496	2,628	868
	3,367	3,172	195
	4,524	6,505	-1,981
	5,322	8,275	-2,953
	3,962	3,850	112
	6,483	3,597	2,886
	9,965	9,967	-2
	1,630	1,180	450
	1,454	1,087	367
	3,585	4,060	-475
	6,807	2,172	4,635
	6,716	5,427	1,289
	1,321	1,439	-118
	536	426	110
	1,554	981	573
	1,315	420	895
	338	138	200
	475	642	-167
	2,041	2,827	-786
	1,590	3,238	-1,648
	403	467	-64
	1,189	1,225	-36
	1,327	860	467
	3,736	3,228	508
	2,702	2,231	471
	540	793	-253
	1,299	1,355	-56
	1,876	1,649	227
	1,271	1,130	141
	1,614	1,954	-340
	369	504	-135
	912	1,059	-147
	510	478	32
	670	894	-224
	1,402	3,405	-2,003
	375	382	-7
	869	852	17
	500	334	166
	900	802	98
	407	484	-77
	1,040	2,016	-976
	940	656	284
	1,683	762	921
	786	922	-136
	670	157	513
	755	590	165
	1,060	1,620	-560
	681	796	-115
	1,034	1,209	-175
	386	449	-63
	588	662	-74
	1,269	1,339	-70
	651	755	-104
	1,152	505	647
	497	444	53
	617	746	-129
	1,705	2,324	-619
	2,659	2,730	-71
	1,117	1,095	22
	981	1,097	-116
	390	653	-263
	990	644	346
	734	631	103
	1,506	1,733	-227
	300	451	-151
	344	499	-155
	468	424	44
	430	474	-44
	1,071	1,107	-36
	890	1,215	-325
	775	411	364
	2,121	2,408	-287
	992	987	5
	1,374	1,422	-48
	824	823	1
	1,019	1,004	15
	781	1,862	-1,081
	774	827	-53
	1,620	1,253	367
	389	440	-51
	466	500	-34
	368	509	-141
	134	123	11
	852	896	-44
	999	519	480
	686	667	19
	3,202	2,096	1,106
	148	183	-35
	380	394	-14
	464	392	72
	2,150	2,585	-435
	983	743	240
	688	713	-25
	5,807	3,422	2,385
	5,104	5,994	-890
	3,485	2,789	696
	2,514	2,593	-79
	628	497	131
	3,226	2,712	514
	4,262	5,791	-1,529
	6,387	4,228	2,159
	6,353	1,559	4,794
	2,671	2,012	659
	2,331	2,428	-97
	8,899	9,272	-373
	2,665	1,893	772
	4,721	5,756	-1,035
	3,490	2,444	1,046
	3,351	3,020	331
	3,194	2,704	490
	3,883	2,580	1,303
	3,498	3,445	53
	5,573	6,050	-477
	2,912	3,324	-412
	9,183	8,093	1,090
	3,004	2,957	47
	3,192	3,053	139
	6,114	5,919	195
	3,386	3,032	354
	3,064	2,640	424
	3,294	1,533	1,761
	5,733	1,996	3,737
	7,019	6,204	815
	328	223	105
	12,131	6,742	5,389
	4,777	3,119	1,658
	5,029	3,778	1,251
	5,311	4,774	537
	3,582	6,748	-3,166
	3,244	4,928	-1,684
	5,949	5,154	795
	8,018	6,329	1,689
	8,849	8,661	188
	1,067	1,409	-342
	3,538	4,523	-985
	3,504	3,016	488
	4,672	2,192	2,480
	4,794	4,180	614
	4,266	3,047	1,219
	7,554	5,386	2,168
	2,486	1,785	701
	3,024	2,145	879
	698	293	405
	3,205	1,477	1,728
	7,268	3,731	3,537
	3,502	2,158	1,344
	6,578	7,163	-585
	1,274	1,043	231
	5,218	4,525	693
	124	122	2
	9,646	8,694	952
	2,435	2,521	-86
	3,295	2,114	1,181
	6,806	4,790	2,016
	11,318	10,906	412
	3,939	2,991	948
	2,557	2,513	44
	3,039	3,692	-653
	3,657	3,265	392
	8,729	7,665	1,064
	7,695	6,177	1,518
	2,520	3,119	-599
	4,708	5,418	-710
	7,569	5,622	1,947
	5,887	4,585	1,302
	13,015	12,040	975
	6,750	5,785	965
	7,750	6,518	1,232
	7,997	4,839	3,158
	6,739	6,544	195
	4	4
	3,570	2,484	1,086
	4,294	3,168	1,126
	7,088	6,289	799
	3,574	3,397	177
	4,846	2,622	2,224
	3,411	2,392	1,019
	4,911	3,785	1,126
	7,578	4,426	3,152
	255	267	-12
	7,318	6,283	1,035
	8,990	4,014	4,976
	3,959	1,672	2,287
	3,517	4,809	-1,292
	34	41	-7
	3,325	2,129	1,196
	3,918	2,024	1,894
	10,053	7,523	2,530
	4,435	2,997	1,438
	3,407	5,087	-1,680
	3,639	1,211	2,428
	6,951	4,917	2,034
	6,368	7,497	-1,129
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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			1,411
b			-44
c			-123
d			783
e			2,352
			1,711
			-539
			-238
			-1,059
			610
			-438
			2,466
			5
			-241
			119
			498
			906
			3,237
			258
			19
			30
			210
			25
			77
			-197
			-339
			5
			64
			-128
			154
			6
			492
			-21
			-70
			-178
			5
			-8
			-146
			-3
			-5
			43
			-37
			-334
			131
			1,373
			5
			-91
			215
			145
			-31
			-6
			79

			9
			1
			-17
			609
			-65
			-172
			-56
			54
			-7
			-75
			188
			-7
			15
			9
			-129
			-23
			-40
			44
			26
			-5

			-1
			-413
			9
			45
			356
			-135
			146
			500
			10
			57
			-136
			140
			-3
			272
			-1,632
			1,035
			-973
			-5,417
			182
			322
			56
			-3,316
			2,381
			868
			195
			-1,981
			-2,953
			112
			2,886
			-2
			450
			367
			-475
			4,635
			1,289
			-118
			110
			573
			895
			200
			-167
			-786
			-1,648
			-64
			-36
			467
			508
			471
			-253
			-56
			227
			141
			-340
			-135
			-147
			32
			-224
			-2,003
			-7
			17
			166
			98
			-77
			-976
			284
			921
			-136
			513
			165
			-560
			-115
			-175
			-63
			-74
			-70
			-104
			647
			53
			-129
			-619
			-71
			22
			-116
			-263
			346
			103
			-227
			-151
			-155
			44
			-44
			-36
			-325
			364
			-287
			5
			-48
			1
			15
			-1,081
			-53
			367
			-51
			-34
			-141
			11
			-44
			480
			19
			1,106
			-35
			-14
			72
			-435
			240
			-25
			2,385
			-890
			696
			-79
			131
			514
			-1,529
			2,159
			4,794
			659
			-97
			-373
			772
			-1,035
			1,046
			331
			490
			1,303
			53
			-477
			-412
			1,090
			47
			139
			195
			354
			424
			1,761
			3,737
			815
			105
			5,389
			1,658
			1,251
			537
			-3,166
			-1,684
			795
			1,689
			188
			-342
			-985
			488
			2,480
			614
			1,219
			2,168
			701
			879
			405
			1,728
			3,537
			1,344
			-585
			231
			693
			2
			952
			-86
			1,181
			2,016
			412
			948
			44
			-653
			392
			1,064
			1,518
			-599
			-710
			1,947
			1,302
			975
			965
			1,232
			3,158
			195

			1,086
			1,126
			799
			177
			2,224
			1,019
			1,126
			3,152
			-12
			1,035
			4,976
			2,287
			-1,292
			-7
			1,196
			1,894
			2,530
			1,438
			-1,680
			2,428
			2,034
			-1,129

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	98,717
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 .........................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	1,544
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	1,544
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	1,544
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	1,328
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	1,328
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	216
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2026 estimated tax0	Refunded	11	0
	For Refunded amount, also complete and attach Form 8050. See instructions.

Form 990-PF (2025)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. $ (2) On foundation managers.$

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers.$

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address

The books are in care ofRAYMOND JAMES TRUST NA Telephone no. (727) 567-2300

Located atPO BOX 23559ST PETERSBURGFL ZIP+433742

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........

and enter the amount of tax-exempt interest received or accrued during the year ........

16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country

Form 990-PF (2025)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

Yes

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

Organizations relying on a current notice regarding disaster assistance check here ........

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2025? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2025?....................

If "Yes," list the years 20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine

if the foundation had excess business holdings in 2025.).....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..

Form 990-PF (2025)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check .........

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

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

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)
EUGENE W BANKS	ADVISOR 2	0
6194 FIELD ROSE DR SALT LAKE CITY,UT84121	ADVISOR 2	0
EVELYN BANKS	ADVISOR 2	0
6194 FIELD ROSE DR SALT LAKE CITY,UT84121	ADVISOR 2	0
RAYMOND JAMES TRUST N A	TRUSTEE 1	8,570
880 CARILLON PARKWAY ST PETERSBURG,FL33716	TRUSTEE 1	8,570

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2025)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3.........................

Form 990-PF (2025)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,335,429

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

4,315

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

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

1,339,744

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

1,339,744

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

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

20,096

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

1,319,648

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

65,982

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)

Minimum investment return from Part IX, line 6..................

65,982

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

1,544

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

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

1,544

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

64,438

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

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

64,438

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

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

64,438

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........

85,142

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

85,142

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					64,438
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......				43,170
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: $ 85,142
a Applied to 2024, but not more than line 2a				43,170
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.....					41,972
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 ..........					22,466
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)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2025	(b) 2024	(c) 2023	(d) 2022	(e) Total

b 85% (0.85) of line 2a .......
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, 3b, or 3c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

EUGENE W BANKS EVELYN BANKS

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:

EUGENE W BANKS
6194 FIELD ROSE DRIVE
SALT LAKE CITY,UT84121
(801) 272-8100

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

REQUEST SHOULD BE MADE IN WRITING TO THE ABOVE ADDRESS

cAny submission deadlines:

NONE

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

NONE

Form 990-PF (2025)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
SOLANA BEACH SCHOOLS FOUNDATION 309 N RIOS AVE SOLANA BEACH,CA92075	NONE		GENERAL OPERATING	500
OLD MILL ELEMENTARY 1600 EAST 980 SOUTH HEBER CITY,UT84032	NONE		UNRESTRICTED GRANT	500
UTAH SOCCER ALLIANCE RECREATION DBA COPPER MTN SOCCER COMP ATTN RENATA LAWSON SOUTH JORDAN,UT84009	NONE		GENERAL OPERATING	2,500
OLATHE HIGH SCHOOL 410 US-50 OLATHE,CO81425	NONE		GENERAL OPERATING	4,000
UTAH ATHLETIC FOUNDATION DBA UTAH OLYMPIC LEGACY FOUNDATION PO BOX 980337 PARK CITY,UT84098	NONE		GENERAL OPERATING	3,000
GREEN GUMMY BEAR INC ATTN KALANI NELAWAI CENTERVILLE,UT84014	NONE		GENERAL SUPPORT	2,000
PLEDGE HOPE ATTN SIMRAN BAJWA 955 N RESLER DR STE 104-138 EL PASO,TX79912	NONE		GENERAL OPERATING	500
BRIGHAM YOUNG UNIVERSITY ATTN ANDREW OLSEN PROVO,UT84604	NONE		GENERAL OPERATING	6,000
GIRL SCOUTS OF UTAH ATTN JAMIE USRY SALT LAKE CITY,UT84107	NONE		GENERAL SUPPORT	1,000
CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS ATTN BISHOP PROBST SALT LAKE CITY,UT84150	NONE		GENERAL OPERATING	11,500
WASATCH COUNTY SCHOOL DISTRICT FOUNDATION DBA WASATCH EDUCATION FOUNDATION HEBER CITY,UT84032	NONE		GENERAL OPERATING	1,000
PTA UTAH CONGRESS INC DBA WELBY ELEMENTARY PTA 4130 W 9580 S SOUTH JORDAN,UT84009	NONE		GENERAL OPERATING	1,500
UNIVERSITY OF UTAH 201 PRESIDENTS CIR ROOM 411 SALT LAKE CITY,UT841129022	NONE		GENERAL OPERATING	3,000
SWEDISH MEDICAL CENTER FOUNDATION 747 BROADWAY SEATTLE,WA98122	NONE		GENERAL OPERATING	1,000
HOPE FOR HER INTERNATIONAL ATTN MCCAULEY ASSOCIATES SALT LAKE CITY,UT84111	NONE		GENERAL SUPPORT	1,000
SALT LAKE CITY ROTARY FOUNDATION PO BOX 776 KAYSVILLE,UT84037	NONE		GENERAL OPERATING	40,000
Total ................................. 3a				79,000

bApproved for future payment

Total ................................. 3b

Form 990-PF (2025)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	34,723
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	98,717
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) ..				133,440

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

133,440

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2025)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2025)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of Stock	End of Year Book Value	End of Year Fair Market Value
125523100 CIGNA GROUP
20030N101 COMCAST CORP NEW	15,648	16,888
525327102 LEIDOS HLDGS INC	7,204	14,793
14149Y108 CARDINAL HEALTH INC	14,596	38,429
30161N101 EXELON CORP	10,051	11,203
500754106 KRAFT HEINZ CO	23,946	16,611
502431109 L3HARRIS TECHNOLOGIE	12,485	19,082
521865204 LEAR CORP
78467J100 SS&C TECHNOLOGIES HL	26,507	36,279
92826C839 VISA INC
046353108 ASTRAZENECA PLC	4,850	10,204
21036P108 CONSTELLATION BRANDS
30190A104 F&G ANNUITIES & LIFE	1	407
31620R303 FIDELITY NATL FINL I	7,618	12,010
31946M103 FIRST CTZNS BANCSHAR	13,715	38,631
595112103 MICRON TECHNOLOGY IN	7,481	31,110
92343V104 VERIZON COMMUNICATIO	6,091	7,372
110448107 BRITISH AMERN TOB PL	7,882	13,985
363576109 GALLAGHER ARTHUR J &
693506107 PPG INDS INC	19,169	16,291
949746101 WELLS FARGO & CO NEW	15,276	50,142
969457100 WILLIAMS COS INC
780259305 SHELL PLC	27,847	32,772
G96629103 WILLIS TOWERS WATSON	9,423	13,801
026874784 AMERICAN INTL GROUP	3,394	12,063
071813109 BAXTER INTL INC	44,953	23,391
256677105 DOLLAR GEN CORP NEW	25,291	30,404
281020107 EDISON INTL	6,417	7,623
651229106 NEWELL BRANDS INC
816851109 SEMPRA
775109200 ROGERS COMMUNICATION	7,241	7,320
G5960L103 MEDTRONIC PLC	24,243	27,665
17275R102 CISCO SYS INC	13,560	21,877
192446102 COGNIZANT TECHNOLOGY
31620M106 FIDELITY NATL INFORM	33,568	26,185
444859102 HUMANA INC
46625H100 JPMORGAN CHASE & CO	5,529	28,355
500472303 KONINKLIJKE PHILIPS
00206R102 AT&T INC
025537101 AMERICAN ELEC PWR CO	5,488	7,841
036752103 ANTHEM INC	11,718	19,280
172967424 CITIGROUP INC	21,584	52,977
594918104 MICROSOFT CORP	13,742	30,468
808513105 SCHWAB CHARLES CORP	7,797	9,691
907818108 UNION PAC CORP	6,509	6,708
80105N105 SANOFI-SYNTHELABO	11,678	12,309
35137L105 FOX CORP
37045V100 GENERAL MTRS CO	7,313	18,866
532457108 LILLY ELI & CO
75513E101 RTX CORP	2,456	7,153
81211K100 SEALED AIR CORP NEW	18,345	16,033
055622104 BP P L C	35,274	39,696
14316J108 CARLYLE GROUP INC	9,072	10,876
22822V101 CROWN CASTLE INC	12,518	11,642
34965K107 FORTREA HOLDINGS INC
45866F104 INTERCONTINENTAL EXC	25,266	30,772
459506101 INTERNATIONAL FLAVOR	7,375	7,548
69331C108 PG&E CORP	7,408	7,408
835699307 SONY GROUP CORP
867224107 SUNCOR ENERGY INC NE
874039100 TAIWAN SEMICONDUCTOR	4,489	13,979
009158106 AIR PRODS & CHEMS IN	11,279	9,881
126650100 CVS HEALTH CORP	24,532	34,442
25243Q205 DIAGEO PLC
254687106 DISNEY WALT CO	6,387	7,509
25746U109 DOMINION ENERGY INC	18,469	19,218
285512109 ELECTRONIC ARTS INC	9,913	14,916
29364G103 ENTERGY CORP NEW
40434L105 HP INC	21,469	14,616
42824C109 HEWLETT PACKARD ENTE	15,543	19,792
460690100 INTERPUBLIC GROUP CO
49271V100 KEURIG DR PEPPER INC	15,074	13,473
494368103 KIMBERLY-CLARK CORP
717081103 PFIZER INC	6,546	6,823
G51502105 JOHNSON CONTROLS INT
H42097107 UBS GROUP AG-REG
02079K107 ALPHABET INC	12,597	22,280
023135106 AMAZON COM INC	32,489	33,700
053484101 AVALONBAY CMNTYS INC	11,625	10,516
075887109 BECTON DICKINSON & C	32,700	32,798
110122108 BRISTOL MYERS SQUIBB	7,230	8,199
126408103 CSX CORP	9,554	10,911
134429109 CAMPBELLS CO	9,733	8,723
228368106 CROWN HLDGS INC	9,394	11,224
30034W106 EVERGY INC	6,482	6,814
30303M102 FACEBOOK INC	13,426	12,542
31428X106 FEDEX CORP	6,969	7,510
34959J108 FORTIVE CORP	11,323	10,932
418056107 HASBRO INC	10,447	17,138
438516106 HONEYWELL INTL INC	11,933	10,730
513272104 LAMB WESTON HLDGS IN	11,272	8,001
539830109 LOCKHEED MARTIN CORP	12,026	12,575
713448108 PEPSICO INC	6,869	6,745
76169C100 REXFORD INDL RLTY IN	9,647	9,874
78468R663 SPDR SER TR	26,359	26,317
85254J102 STAG INDL INC	9,764	9,594
871829107 SYSCO CORP	6,672	6,264
95082P105 WESCO INTL INC	12,418	15,168
N20944109 CNH INDUSTRIAL NV	5,325	4,380
N53745100 LYONDELLBASELL INDUS	8,702	6,798

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
418056107 HASBRO INC
42809H107 HESS CORP
504922105 LABCORP HOLDINGS INC
59522J103 MID-AMER APT CMNTYS
78468R663 SPDR SER TR
878742204 TECK RESOURCES LIMIT	AT COST	18,642	21,503
929740108 WABTEC
N20944109 CNH INDUSTRIAL NV
12514G108 CDW CORP	AT COST	18,539	16,480
34964C106 FORTUNE BRANDS INNOV	AT COST	6,989	5,752
83443Q103 SOLSTICE ADVANCED MA	AT COST	706	632
958102105 WESTERN DIGITAL CORP	AT COST	6,260	21,189

Category	Amount	Net Investment Income
FOREIGN TAXES	1,148	1,148
FEDERAL TAX PAYMENT - PRIOR YE	493	0
FEDERAL ESTIMATES - PRINCIPAL	1,328	0