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
ILSE JAHN BOLSTER CHARITABLE TR
 
Number and street (or P.O. box number if mail is not delivered to street address) 7047 E GREENWAY PARKWAY 150
  Room/suite
City or town
SCOTTSDALE
State or province
AZ
Country  
ZIP or foreign postal code
85254
A Employer identification number

32-6497383
B Telephone number (see instructions)

4806766370
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,362,021J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 67,823 67,823 67,823
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 107,123
b Gross sales price for all assets on line 6a 1,014,367
7 Capital gain net income (from Part IV, line 2)... 107,123
8 Net short-term capital gain......... 10,726
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........ 174,946 174,946 78,549
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 50,946 17,568   33,378
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
7,502 882   6,620
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,090     3,090
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
443 443    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 61,981 18,893   43,088
25 Contributions, gifts, grants paid....... 692,500 692,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 754,481 18,893   735,588
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -579,535
b Net investment income (if negative, enter -0-) 156,053
c Adjusted net income (if negative, enter -0-)... 78,549
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......... 45,337 102,304 102,304
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 659,270 Click to see attachment
List of Attached Documents:
// Content
353,675 		477,780
c Investments—corporate bonds (attach schedule)....... 949,501 Click to see attachment
List of Attached Documents:
// Content
672,350 		674,891
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 133,944 Click to see attachment
List of Attached Documents:
// Content
80,297 		107,046
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
3 		   
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,788,055 1,208,626 1,362,021
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue................. 108 165
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)......... 108 165
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........ 1,787,947 1,208,461
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)..... 1,787,947 1,208,461
30 Total liabilities and net assets/fund balances (see instructions). 1,788,055 1,208,626
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
1,787,947
2
Enter amount from Part I, line 27a .....................
2
-579,535
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
1,558
4
Add lines 1, 2, and 3 ..........................
4
1,209,970
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1,509
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,208,461
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 865 AGNC INVESTMENT CORP REAL P 2024-07-02 2025-09-18
b 248 AT & T INC P 2022-04-28 2025-08-14
c 60 ABBOTT LABORATORIES P 2022-04-28 2025-08-14
d 32 ADVANCED MICRO DEVICES P 2024-07-02 2025-09-18
e 12 ALPHABET INC CAP STK CLASS P 2022-04-28 2025-01-24
6 ALPHABET INC CAP STK CLASS P 2022-04-28 2025-12-11
8 ALPHABET INC CAP STK CLASS P 2024-10-09 2025-12-11
44 ALPHABET INC CLASS A P 2022-04-28 2025-01-24
23 ALPHABET INC CLASS A P 2022-04-28 2025-09-18
14 ALPHABET INC CLASS A P 2024-09-24 2025-12-11
132 ALTRIA GROUP INC COMMON P 2022-04-28 2025-06-12
4 AMAZON COM INC P 2022-04-28 2025-07-03
25 AMAZON COM INC P 2024-07-02 2025-07-03
20 AMAZON COM INC P 2022-04-28 2025-09-18
281 ANNALY CAPITAL MANAGEMENT P 2022-04-28 2025-09-18
16 ANNALY CAPITAL MANAGEMENT P 2022-04-28 2025-12-11
130 ANNALY CAPITAL MANAGEMENT P 2024-07-02 2025-12-11
29 APPLE INC COMMON P 2022-04-28 2025-08-14
28 APPLE INC COMMON P 2022-04-28 2025-11-21
15 APPLIED MATERIALS INC P 2024-07-02 2025-12-11
22 BROADCOM INC P 2022-04-28 2025-08-14
9 BROADCOM INC P 2022-04-28 2025-12-11
11 CATERPILLAR INC P 2022-11-21 2025-09-18
86 CISCO SYSTEMS INC P 2022-04-28 2025-11-21
3 COSTCO WHOLESALE CORP P 2022-11-21 2025-08-14
6 COSTCO WHOLESALE CORP P 2024-07-02 2025-08-14
11 CUMMINS INC P 2024-07-02 2025-08-14
122 DOW INC P 2022-04-28 2025-12-11
9 META PLATFORMS INC P 2022-04-28 2025-06-12
9 META PLATFORMS INC P 2024-07-02 2025-09-18
18 INTERNATIONAL BUSINESS MACH P 2022-04-28 2025-06-12
17 INTERNATIONAL BUSINESS MACH P 2022-04-28 2025-12-11
593 INVESCO ACTIVELY MANAGED ET P 2022-02-04 2025-06-12
601 INVESCO ACTIVELY MANAGED ET P 2022-02-04 2025-08-15
1,394 INVESCO ACTIVELY MANAGED ET P 2022-02-04 2025-09-18
4,688 INVESCO ACTIVELY MANAGED ET P 2022-02-04 2025-11-21
378 ISHARES CORE U.S. AGGREGAT P 2023-03-07 2025-08-14
625 ISHARES CORE U.S. AGGREGAT P 2023-03-17 2025-09-18
607 ISHARES CORE U.S. AGGREGAT P 2023-03-17 2025-12-11
530 ISHARES CORE U.S. AGGREGAT P 2023-03-17 2025-06-12
119 ISHARES CORE U.S. AGGREGAT P 2024-07-02 2025-08-14
110 ISHARES CORE U.S. AGGREGAT P 2024-07-02 2025-12-11
843 ISHARES INTL SEL FIV ETF P 2022-04-28 2025-06-12
593 ISHARES INTL SEL FIV ETF P 2022-04-28 2025-08-14
266 ISHARES INTL SEL FIV ETF P 2022-04-28 2025-11-21
4 JPMORGAN CHASE & CO P 2022-04-28 2025-07-03
36 JPMORGAN CHASE & CO P 2024-07-02 2025-07-03
32 JOHNSON & JOHNSON P 2022-04-28 2025-08-14
7 LILLY ELI & COMMON P 2024-07-02 2025-11-21
49 MERCK & CO INC NEW P 2022-04-28 2025-08-14
33 MICROSOFT CORP P 2024-07-02 2025-07-03
40 NVIDIA CORP P 2022-04-28 2025-06-12
70 NVIDIA CORP P 2024-07-02 2025-08-14
24 NVIDIA CORP P 2022-04-28 2025-12-11
2 NVIDIA CORP P 2024-07-02 2025-12-11
99 OGE ENERGY CORP P 2022-04-28 2025-07-03
110 OMEGA HEALTHCARE INVETOR P 2022-04-28 2025-11-21
21 PACKAGING CORP OF AMERICA P 2022-11-21 2025-12-11
51 PAYCHEX COMMON P 2022-04-28 2025-07-03
59 PRICE T ROWE GROUP INC COM P 2022-04-28 2025-06-12
57 PRICE T ROWE GROUP INC COM P 2024-07-02 2025-12-11
11 PRUDENTIAL FINL INC P 2022-04-28 2025-09-18
68 PRUDENTIAL FINL INC P 2024-07-02 2025-09-18
32 RAYTHEON TECHNOLOGIES P 2024-07-02 2025-07-03
30 RAYTHEON TECHNOLOGIES P 2024-07-02 2025-12-11
87 REALTY INCOME CORP P 2022-11-21 2025-08-14
461 SPDR BARCLAYS SHORT TERM P 2022-04-28 2025-01-24
737 SPDR BARCLAYS SHORT TERM P 2022-04-28 2025-08-14
659 SPDR BARCLAYS SHORT TERM P 2022-04-28 2025-09-18
14 SALESFORCE INC P 2022-04-28 2025-12-11
58 STARWOOD PROPERTY TRUST II P 2022-04-28 2025-06-12
389 TFS FINL CORP COM P 2022-04-28 2025-08-14
101 TFS FINL CORP COM P 2024-07-02 2025-08-14
13 TESLA MTRS INC P 2022-11-21 2025-01-24
3 THERMO FISHER SCIENTIFIC I P 2022-11-21 2025-12-11
9 THERMO FISHER SCIENTIFIC I P 2024-07-02 2025-12-11
27 UNITED PARCEL SVC INC CLAS P 2022-04-28 2025-06-12
14 UNITEDHEALTH GROUP INC P 2022-04-28 2025-09-18
36 VANGUARD FTSE EMERGING MA P 2022-04-28 2025-12-11
108 VANGUARD FTSE EMERGING MA P 2024-11-27 2025-12-11
95 VERIZON COMMUNICATIONS INC P 2024-07-02 2025-12-11
18 VISA COMMON CL A P 2022-04-28 2025-06-12
114 WILLIAMS COS INC DEL P 2024-07-02 2025-07-03
45 MEDTRONIC PLC P 2022-04-28 2025-12-11
32 ALPHABET INC CAP STK CLASS P 2024-07-02 2025-01-24
22 ALPHABET INC CAP STK CLASS P 2024-10-09 2025-09-18
56 ARISTA NETWORKS INC P 2024-07-02 2025-01-24
24 CONSTELLATION ENERGY CORP P 2024-07-02 2025-01-24
31 DIAMONDBACK ENERGY INC COR P 2025-06-12 2025-09-18
15 DOW INC P 2025-06-12 2025-12-11
31 GE AEROSPACE P 2024-07-02 2025-06-12
16 GE AEROSPACE P 2025-08-14 2025-12-11
384 ISHARES CORE U.S. AGGREGAT P 2025-06-12 2025-07-03
14 JPMORGAN CHASE & CO P 2025-06-14 2025-12-11
9 MONOLITHIC POWER SYSTEMS I P 2024-11-27 2025-08-14
10 PAYCHEX COMMON P 2024-09-24 2025-09-18
629 PIMCO TRUST MULTISECTOR BO P 2025-11-21 2025-12-11
9 REALTY INCOME CORP P 2024-09-24 2025-08-14
152 SPDR BARCLAYS SHORT TERM P 2025-11-21 2025-12-11
10 UNITED PARCEL SVC INC CLAS P 2024-07-02 2025-06-12
9 UNITEDHEALTH GROUP INC P 2024-10-09 2025-09-18
71 WILLIAMS COS INC DEL P 2025-08-14 2025-11-21
30 PAYCHEX COMMON P 2025-08-14 2025-09-18
CAPITAL GAIN DISTRIBUTIONS P 2022-01-01 2025-12-31
(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 8,807   8,319 488
b 7,073   4,845 2,228
c 7,747   7,088 659
d 4,985   5,094 -109
e 2,414   1,438 976
1,895   719 1,176
2,527   1,303 1,224
8,777   5,231 3,546
5,763   2,734 3,029
4,407   2,276 2,131
7,898   7,285 613
893   580 313
5,582   4,953 629
4,660   2,901 1,759
6,123   7,361 -1,238
358   419 -61
2,906   2,454 452
6,730   4,730 2,000
7,545   4,567 2,978
3,979   3,574 405
6,860   1,274 5,586
3,610   521 3,089
5,118   2,525 2,593
6,536   4,349 2,187
2,959   1,575 1,384
5,918   5,124 794
4,429   2,939 1,490
3,040   8,248 -5,208
6,241   1,866 4,375
7,056   4,549 2,507
5,054   2,445 2,609
5,310   2,309 3,001
14,874   14,877 -3
15,103   15,077 26
35,047   34,971 76
117,859   117,608 251
37,483   37,654 -171
62,726   62,259 467
60,848   60,466 382
57,352   49,531 7,821
13,695   12,619 1,076
13,786   11,666 2,120
29,339   25,635 3,704
21,716   18,032 3,684
9,899   8,089 1,810
1,184   492 692
10,658   7,444 3,214
5,568   5,875 -307
7,359   6,271 1,088
4,075   4,349 -274
16,480   15,047 1,433
5,782   793 4,989
12,771   8,576 4,195
4,277   476 3,801
356   246 110
4,407   3,968 439
4,920   2,839 2,081
4,309   2,731 1,578
7,483   6,747 736
5,576   7,684 -2,108
5,988   6,497 -509
1,142   1,227 -85
7,062   8,018 -956
4,664   3,209 1,455
5,341   3,009 2,332
5,035   5,487 -452
11,803   11,875 -72
18,727   18,984 -257
16,865   16,975 -110
3,673   2,604 1,069
1,179   1,364 -185
5,088   5,892 -804
1,321   1,261 60
5,381   2,280 3,101
1,723   1,606 117
5,169   4,824 345
2,717   5,139 -2,422
4,756   7,322 -2,566
1,958   1,559 399
5,874   4,897 977
3,842   3,883 -41
6,672   4,006 2,666
6,693   4,765 1,928
4,532   4,809 -277
6,438   5,929 509
5,518   3,584 1,934
7,361   5,025 2,336
8,300   4,922 3,378
4,333   4,626 -293
374   452 -78
7,418   4,996 2,422
4,586   4,360 226
37,806   37,755 51
4,415   4,082 333
7,644   4,966 2,678
1,321   1,337 -16
16,784   16,831 -47
521   556 -35
3,853   3,837 16
1,006   1,343 -337
3,058   5,288 -2,230
4,161   4,085 76
3,964   4,161 -197
169     169
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       488
b       2,228
c       659
d       -109
e       976
      1,176
      1,224
      3,546
      3,029
      2,131
      613
      313
      629
      1,759
      -1,238
      -61
      452
      2,000
      2,978
      405
      5,586
      3,089
      2,593
      2,187
      1,384
      794
      1,490
      -5,208
      4,375
      2,507
      2,609
      3,001
      -3
      26
      76
      251
      -171
      467
      382
      7,821
      1,076
      2,120
      3,704
      3,684
      1,810
      692
      3,214
      -307
      1,088
      -274
      1,433
      4,989
      4,195
      3,801
      110
      439
      2,081
      1,578
      736
      -2,108
      -509
      -85
      -956
      1,455
      2,332
      -452
      -72
      -257
      -110
      1,069
      -185
      -804
      60
      3,101
      117
      345
      -2,422
      -2,566
      399
      977
      -41
      2,666
      1,928
      -277
      509
      1,934
      2,336
      3,378
      -293
      -78
      2,422
      226
      51
      333
      2,678
      -16
      -47
      -35
      16
      -337
      -2,230
      76
      -197
      169
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 2 107,123
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 10,726
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 2,169
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  
3 Add lines 1 and 2........................... 3 2,169
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,169
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,174
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d 28
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,202
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 33
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax33 Refunded 11  
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)
AZ
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 addressN/A
14
The books are in care ofSUNFLOWER BANK NA Telephone no. (480) 676-6370

Located at7047 E GREENWAY PARKWAY STE 150SCOTTSDALEAZ ZIP+485254
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
SUNFLOWER BANK Trustee
1.00 		25,473    
7047 E GREENWAY PKWY STE 150
SCOTTSDALE,AZ85254
DAN P KAMMRATH Trustee
2.00 		25,473    
9123 W BOCA RATON DR
PEORIA,AZ85381
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...................  
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 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)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,668,968
b
Average of monthly cash balances.......................
1b
65,596
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,734,564
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
 
3
Subtract line 2 from line 1d.........................
3
1,734,564
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
26,018
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,708,546
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
85,427
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
85,427
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,169
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,169
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
83,258
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
83,258
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
83,258
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
735,588
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
735,588
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 83,258
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023...... 15,375
e From 2024...... 195,089
f Total of lines 3a through e ........ 210,464
4Qualifying distributions for 2025 from Part
XI, line 4: $ 735,588
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 83,258
e Remaining amount distributed out of corpus 652,330
5 Excess distributions carryover applied to 2025.    
(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 5 862,794
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
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) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		862,794
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 .... 15,375
d Excess from 2024 .... 195,089
e Excess from 2025 .... 652,330
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
HOPE CHURCH


2530 W HAPPY VALLEY RD STE 1273
PHOENIX,AZ85085 		NONE   PROGRAMMING SUPPORT 10,000
HOPE 4 KIDS INTERNATIONAL


PO BOX 74010
PHOENIX,AZ85087 		NONE   SUPPORT FOR YEAR-END MULTIPLE BUILDING INITIATIVES 75,000
THE SALVATION ARMY


2707 E VAN BUREN
PHOENIX,AZ85008 		    DISASTER RELIEF EFFORTS IN TEXAS & RUIDOSO NM 10,000
INGHAM OKOBOJI LUTHERAN BIBLE CAMP


1203 INWAN ST
MILFORD,IA51351 		NONE   SPECIAL EVENT FUNDRAISING AND CAMP SCHOLARSHIPS 5,000
THE SALVATION ARMY


2707 E VAN BUREN
PHOENIX,AZ85008 		    SUPPORT FOR KROC CENTER YOUTH MINISTRIES 12,000
ARIZONA COMMUNITY FOUNDATION


2201 E CAMELBACK RD 405B
PHOENIX,AZ85016 		NONE   SUPPORT PHOENIX ANGEL OF HOPE FUND 1,000
CM BASEBALL LEAGUE


7498 E MONTE CRISTO AVE
SCOTTSDALE,AZ85260 		NONE   SUPPORT FOR MENTAL HEALTH INITIATIVE AND WISHES PROGRAM 15,000
FAMILY TO FAMILY ROMANIAN OUTREACH


9235 W KATHLEEN DR
PEORIA,AZ85392 		NONE   WINTER/SPRING PROGRAM & SCHOLARSHIP SUPPORT 30,000
FAMILY TO FAMILY ROMANIAN OUTREACH


9235 W KATHLEEN DR
PEORIA,AZ85392 		NONE   YEAR-END PROGRAMMING/INITIAL SIGNIFICANT EXPENSE PROJECTS 50,000
UTAH ROYAL KIDS


8575 SOUTH 700 EAST
SANDY,UT84070 		NONE   FUNDRAISING INITIATIVE SUPPORT 5,000
NORTH VALLEY CHRISTIAN ACADEMY


39808 N GAVILAN PEAK PKWY
ANTHEM,AZ85086 		NONE   FUNDRAISING EVENT - STUDENT EMERGENCY SCHOLARSHIP FUND 20,000
HONORHEALTH FOUNDATION


8125 N HAYDEN RD
SCOTTSDALE,AZ85258 		NONE   CANCER CARE PROGRAM FUNDING INITIATIVE 30,000
HONORHEALTH FOUNDATION


8125 N HAYDEN RD
SCOTTSDALE,AZ85258 		NONE   SUPPORT FOR YEAR-END COMMITTED PROGRAMMING NEEDS 20,000
THEATER WORKS


10680 N 83RD DRIVE
PEORIA,AZ85345 		NONE   EXPANDED PROGRAMMING UPGRADES/40TH ANNIVERSARY FUNDRAISING 50,000
BILLYS PLACE INC


21448 N 75TH AVE SUITE 5
GLENDALE,AZ85308 		NONE   CAMPAIGN PROGRAMMING SUPPORT 25,000
SALVATION ARMY


2707 E VAN BUREN
PHOENIX,AZ85008 		NONE   SUPPORT OF SW DIVISION YOUTH BANK IN HONOR OF C LESLIE 5,000
FOSTERING HEROES FOUNDATION


21001 N TATUM BLVD STE 1630-476
PHOENIX,AZ85050 		NONE   FUNDRAISING INITIATIVE 2,500
HOPE CHURCH


2530 W HAPPY VALLEY RD STE 1273
PHOENIX,AZ85085 		NONE   FOR UNEXPECTED BUT REQUIRED PROPERTY REPAIRS AND RENOVATIONS 60,000
FAMILY TO FAMILY ROMANIAN OUTREACH


9235 W KATHLEEN DR
PEORIA,AZ85392 		NONE   SUPPORT EXPANSION OF YOUTH SERVED & MISSION OUTREACH AREAS 45,000
DYSART COMMUNITY CENTER


14414 N EL MIRAGE RD
EL MIRAGE,AZ85335 		NONE   PROGRAMMING SUPPORT 5,000
THE MISSION POSSIBLE INTERNATIONAL


43 DENNISON ST STE 2
AUBURN,ME04210 		NONE   PROGRAMMING SUPPORT 2,000
NORTH VALLEY CHRISTIAN ACADEMY


39808 N GAVILAN PEAK PKWY
ANTHEM,AZ85086 		NONE   YEAR-END CRITICAL NEEDS SUPPORT 10,000
THEATER WORKS


10680 N 83RD DRIVE
PEORIA,AZ85345 		NONE   SUMMER PROGRAMMING AND ENHANCED PRODUCTIONS 5,000
UNIVERSITY OF TEXAS MD ANDERSON


PO BOX 4486
HOUSTON,TX77210 		NONE   INITIAL SUPPORT OF THE CAMPAIGN TO END CANCER 5,000
MAKE A WISH FOUNDATION OF ARIZONA


2901 N 78TH ST
SCHTTSDALE,AZ85251 		NONE   PROGRAMMING SUPPORT IN MEMORY OF CINDY K 5,000
THE BE KIND PEOPLE PROJECT


6525 E BARZ LANE
PARADISE VALLEY,AZ85253 		NONE   SUPPORT OF MULTIPLE SCHOOL PROGRAMMING EXPANSION 25,000
WOUNDED WARRIOR PROJECT


4899 BELFORT RD STE 300
JACKSONVILLE,FL32256 		NONE   PROGRAMMING SUPPORT 2,000
BEMIDJI STATE UNIVERSITY FOUNDATION


1500 BIRCHMONT DR NE BOX 17
BEMIDJI,MN56619 		NONE   SUPPORT OF SOCCER PROGRAM IN HONOR OF GRACE KITTEL 2,000
THEATER WORKS


10680 N 83RD DRIVE
PEORIA,AZ85345 		NONE   SUPPORT FOR NEW YEAR FUNDRAISING INITIATIVE 20,000
SOUTHWEST DISTRICT KIWANIS FOUNDATI


5318 KINGS ROW NE
ALBUQUERQUE,NM87109 		NONE   THE GLENDALE COMMUNITY WELFARE FOUNDATION YOUTH PROGRAM & SCHOLARSHIPS 10,000
LUTHERAN CHURCH CHARITIES


333 W LAKE STREET
ADDISON,IL60101 		NONE   DISASTER RELIEF SUPPORT IN HONOR OF SUE KITTEL 5,000
UNIVERSITY OF TEXAS MD ANDERSON CAN


PO BOX 4486
HOUSTON,TX77210 		NONE   PROGRAMMING SUPPORT 1,000
WOUNDED WARRIOR PROJECT


4899 BELFORT RD STE 300
JACKSONVILLE,FL32256 		NONE   MATCHING GIFT SUPPORT 1,000
THE ARTHRITIS FOUNDATION


1355 PEACHTREE ST NE SUITE 600
ATLANTA,GA30309 		NONE   SUPPORT THE WALK TO CURE ARTHRITIS 3,000
DAKOTA BOYS AND GIRLS RANCH FOUNDAT


6301 19TH AVE NW PO BOX 5007
MINOT,ND58702 		NONE   PROGRAMMING SUPPORT IN HONOR OF HOLLY GIERTZ & SUE KITTEL 3,000
FAMILY PROMISE- GREATER PHOENIX


7447 E EARLL DR
SCOTTSDALE,AZ85251 		NONE   GREATER PHOENIX PROGRAMMING SUPPORT IN HONOR OF BOB WITHERS 5,000
UTAH ROYAL KIDS


8575 SOUTH 700 EAST
SANDY,UT84070 		NONE   SUPPORT FOR EXPANDED YEAR-END PROGRAMMING 10,000
JESUS ASKS ARE YOU LISTENING


2425 E CAMELBACK RD
PHOENIX,AZ85016 		NONE   PROGRAMMING SUPPORT 5,000
DAKOTA BOYS AND GIRLS RANCH FOUNDAT


3601 19TH AVE NW PO BOX 5007
MINOT,ND58702 		NONE   YEAR-END PROGRAMMING IN MEMORY OF CINDY K 5,000
BEMIDJI STATE UNIVERSITY FOUNDATION


1500 BIRCHMONT DR NE BOX 17
BEMIDJI,MN56619 		NONE   SUPPORT OF THE FALL SOCCER ATHLETIC PROGRAM 3,000
HOPE CHURCH


2530 W HAPPY VALLEY RD STE 1273
PHOENIX,AZ85085 		NONE   ABOVE AVERAGE YEAR-END PROGRAMMING AND COMMUNITY OUTREACH NEEDS 50,000
MAKE A WISH FOUNDATION OF ARIZONA


2901 N 78TH ST
SCOTTSDALE,AZ85251 		NONE   YEAR-END WISHES SUPPORT 10,000
FRIENDS OF OHANA


14155 N 83RD AVE STE 117
PEORIA,AZ85381 		NONE   YEAR-END PROGRAMMING AND NEW YEAR SPECIAL PROJECT SUPPORT 20,000
DYSART COMMUNITY CENTER


14414 N EL MIRAGE RD
EL MIRAGE,AZ85335 		NONE   YEAR-END PROGRAMMING SUPPORT 5,000
AMERICAN NATIONAL RED CROSS


430 17TH STREETM NW
WASHINGTON,DC20006 		NONE   YEAR-END PROGRAMMING SUPPORT 5,000
Total ................................. 3a 692,500
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....         67,823
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 ............ 		        107,123
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) ..     174,946
13Total. Add line 12, columns (b), (d), and (e)..................
13
174,946
(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: 25022934
Software Version: 2025v4.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
ILSE JAHN BOLSTER CHARITABLE TR
EIN:
32-6497383
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING TAX PREPARATION 3,090 0 0 3,090

TY 2025 InvestmentsCorpBondsSchedule
Name:
ILSE JAHN BOLSTER CHARITABLE TR
EIN:
32-6497383
Software ID:
25022934
Software Version:
2025v4.1
Name of Bond End of Year Book Value End of Year Fair Market Value
INVESCO AC VAR ETF    
SPDR BARCLAYS SHORT TERM HIGH YIELD ETF 144,637 142,172
ISHARES CORE U.S. AGGREGATE BO 418,162 423,491
PIMCO TRUST MULTISECTOR BOND ETF 109,551 109,228

TY 2025 InvestmentsCorpStockSchedule
Name:
ILSE JAHN BOLSTER CHARITABLE TR
EIN:
32-6497383
Software ID:
25022934
Software Version:
2025v4.1
Name of Stock End of Year Book Value End of Year Fair Market Value
AGNC INVESTMENT CORP REIT 10,190 11,352
DARDEN RESTAURANTS INC 5,010 6,257
OGE ENERGY CORP 4,569 4,868
OMEGA HEALTHCARE INVESTORS INC 4,028 6,828
PACKAGING CORP OF AMERICA 2,211 3,506
STARWOOD PROPERTY TRUST INC 4,789 4,647
TFS FINL CORP COM 8,009 8,135
AT&T INC 7,791 8,669
ABBOTT LABORATORIES 5,681 6,139
ABBVIE INC 6,235 9,140
ADOBE INC 4,126 3,500
ALPHABET INC CAP STK CLASS C 3,595 9,414
ALPHABET INC CLASS A 4,309 9,390
ALTRIA GROUP INC COMMON 10,467 13,089
AMAZON.COM INC 11,896 18,927
ANNALY CAPITAL MANAGEMENT INC 5,668 6,708
APPLE INC COMMON 13,396 23,108
BRISTOL MYERS SQUIBB COMMON 6,029 4,207
BROADCOM INC 1,101 6,576
CATERPILLAR INC 3,213 8,020
CISCO SYSTEMS INC 3,641 5,546
COSTCO WHOLESALE CORP NEW 9,746 12,935
CUMMINS INC 2,458 5,104
DOW INC 4,038 3,133
META PLATFORMS INC 8,583 13,202
THE HOME DEPOT INC 10,028 9,979
INTERNATIONAL BUSINESS MACHINES 2,445 5,332
JPMORGAN CHASE & CO 3,080 8,055
JOHNSON & JOHNSON 5,790 7,450
LILLY ELI & COMMON 2,501 7,523
MERCK & CO INC NEW 6,959 8,737
MICROSOFT CORP 16,723 24,181
NVIDIA CORP 2,300 21,634
PALO ALTO NETWORKS INC 2,504 5,526
PAYCHEX COMMON 7,718 7,180
PRICE T ROWE GROUP INC COMMON 6,424 5,938
PRUDENTIAL FINL INC 6,471 6,547
REALTY INCOME CORP 4,369 4,002
SALESFORCE INC 3,349 4,768
TESLA MTRS INC 2,630 6,746
THERMO FISHER SCIENTIFIC INC COMMON 3,749 4,056
UNITED PARCEL SVC INC CLASS B 3,493 2,579
UNITEDHEALTH GROUP INC 9,804 10,233
VISA COMMON CL A 6,676 10,521
MEDTRONIC PLC 3,527 3,170
ISHARES CORE S&P SMALL CAP ETF 35,472 43,505
MONOLITHIC POWER SYSTEMS INC    
ADVANCED MICRO DEVICES INC    
APPLIED MATERIALS INC 3,336 3,598
ARISTA NETWORKS INC    
CONSTELLATION ENERGY CORP    
EXXON MOBIL CORP 7,200 7,581
GE AEROSPACE    
ONEOK INC NEW 5,736 5,145
PFIZER INC 4,779 4,283
RAYTHEON TECHNOLOGIES CORP 3,712 6,786
UNION PACIFIC CORP 8,070 8,328
VERIZON COMMUNICATIONS INC 3,395 3,381
WILLIAMS COS INC DEL    
AMCOR PLC 6,715 4,637
CROWDSTRIKE HOLDINGS INC CL A 4,797 4,688
QUALCOMM INC COMMON 4,602 4,960
UBER TECHNOLOGIES INC COM 4,542 4,331

TY 2025 InvestmentsOtherSchedule2
Name:
ILSE JAHN BOLSTER CHARITABLE TR
EIN:
32-6497383
Software ID:
25022934
Software Version:
2025v4.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
VANGUARD FTSE EMERGING MARKETS AT COST 8,593 9,999
ISHS INTL SEL DV ETF AT COST 71,704 97,047

TY 2025 LegalFeesSchedule
Name:
ILSE JAHN BOLSTER CHARITABLE TR
EIN:
32-6497383
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY FEES 7,502 882 0 6,620


TY 2025 OtherDecreasesSchedule
Name:
ILSE JAHN BOLSTER CHARITABLE TR
EIN:
32-6497383
Software ID:
25022934
Software Version:
2025v4.1
Description Amount
INCOME REPORTED IN 2025 REC'D IN 2026 1,509


TY 2025 OtherIncreasesSchedule
Name:
ILSE JAHN BOLSTER CHARITABLE TR
EIN:
32-6497383
Software ID:
25022934
Software Version:
2025v4.1
Description Amount
BACKUP WITHHOLDING FOR 2026 RPTD IN 2025 6
INCOME RPTD IN 2024 REC'D IN 2025 1,552


TY 2025 TaxesSchedule
Name:
ILSE JAHN BOLSTER CHARITABLE TR
EIN:
32-6497383
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX WITHHELD 443 443