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
BURKET-PLACK FOUNDATION INC 0649-01-49
 
Number and street (or P.O. box number if mail is not delivered to street address) C/O GLENMEDE TRUST CO NA 1650
 
Room/suite
City or town
PHILADELPHIA
State or province
PA
Country  
ZIP or foreign postal code
19103
A Employer identification number

23-2735643
B Telephone number (see instructions)

2154196000
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)$8,766,599
J 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... 191,945 191,945  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,028,406
b Gross sales price for all assets on line 6a 3,155,956
7 Capital gain net income (from Part IV, line 2)... 1,028,406
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........ 1,220,351 1,220,351  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 3,500 0 0 3,500
c Other professional fees (attach schedule).... 70,730 70,730   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 18,753 3,960   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)....... 48,064 216   47,848
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 141,047 74,906 0 51,348
25 Contributions, gifts, grants paid....... 336,000 336,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 477,047 74,906 0 387,348
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 743,304
b Net investment income (if negative, enter -0-) 1,145,445
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 372,640 366,974 366,974
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,653,700 7,403,535 8,399,625
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) 7,026,340 7,770,509 8,766,599
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 7,026,340 7,770,509
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)..... 7,026,340 7,770,509
30 Total liabilities and net assets/fund balances (see instructions). 7,026,340 7,770,509
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
7,026,340
2
Enter amount from Part I, line 27a .....................
2
743,304
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
865
4
Add lines 1, 2, and 3 ..........................
4
7,770,509
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
7,770,509
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 1824. AQR STYLE PREMIA ALTERNATIVE FUND   2020-04-29 2025-08-11
b 61. ABBOTT LABORATORIES   2025-08-12 2025-09-10
c 23. ABBOTT LABORATORIES   2025-08-12 2025-12-03
d 17. ABBOTT LABORATORIES   2022-03-24 2025-12-03
e 38. ABBOTT LABORATORIES   2022-03-24 2025-12-04
50. ABERCROMBIE & FITCH CO-CL A   2024-09-09 2025-06-10
15. ADOBE SYS INCORP   2025-06-16 2025-08-04
8. ADOBE SYS INCORP   2024-07-02 2025-08-04
2. ADOBE SYS INCORP   2024-07-01 2025-08-05
1. ADOBE SYS INCORP   2024-07-01 2025-08-05
11. ADOBE SYS INCORP   2025-08-05 2025-08-11
26. AGILENT TECHNOLOGIES INC   2024-09-09 2025-06-10
36. AIRBNB INC   2022-03-24 2025-08-05
12. AIRBNB INC   2022-03-24 2025-08-06
46. AIRBNB INC   2025-04-08 2025-08-11
32. AKAMAI TECHNOLOGIES   2020-12-07 2025-01-07
38. AKAMAI TECHNOLOGIES   2023-01-09 2025-02-06
11. ALLISON TRANSMISSION HLDGS INC COM   2025-06-10 2025-08-11
59. ALLISON TRANSMISSION HLDGS INC COM   2024-05-07 2025-08-11
4. ALPHABET INC CAP STK CL C   2022-03-24 2025-02-27
1. ALPHABET INC CAP STK CL C   2022-03-24 2025-02-27
57. ALPHABET INC CAP STK CL C   2022-03-24 2025-02-27
31. ALPHABET INC CAP STK CL C   2022-03-24 2025-08-04
57. ALPHABET INC CAP STK CL A   2023-02-06 2025-08-11
5. AMAZON.COM INC   2024-01-02 2025-04-14
29. AMAZON.COM INC   2024-01-02 2025-04-14
9. AMAZON.COM INC   2024-01-02 2025-04-14
6. AMAZON.COM INC   2024-01-02 2025-04-15
12. AMAZON.COM INC   2024-01-02 2025-04-15
31. AMAZON.COM INC   2025-02-06 2025-05-06
20. AMAZON.COM INC   2024-01-02 2025-08-04
10. AMAZON.COM INC   2024-01-02 2025-08-04
264. AMERICAN EAGLE OUTFITTERS   2024-03-06 2025-04-08
15. AMERICAN TOWER CORP   2025-05-06 2025-08-11
14. AMERISOURCEBERGEN CORP   2024-09-09 2025-08-11
17. AMERISOURCEBERGEN CORP   2024-07-09 2025-08-11
20. AMETEK INC   2024-11-05 2025-08-11
19. AMETEK INC   2020-12-07 2025-08-11
1. ELEVANCE HEALTH INC   2024-09-09 2025-02-06
11. ELEVANCE HEALTH INC   2021-08-03 2025-02-06
16. ELEVANCE HEALTH INC   2025-05-06 2025-08-11
294. APA CORPORATION   2024-11-05 2025-01-07
171. APA CORPORATION   2025-05-06 2025-06-10
264. APA CORPORATION   2025-05-06 2025-08-11
57. APPLE COMPUTER INC.   2024-07-10 2025-03-13
50. APPLE COMPUTER INC.   2024-07-09 2025-04-08
40. APPLIED MATERIALS INC   2023-07-10 2025-08-11
200. ARAMARK   2024-04-09 2025-04-08
39. ARISTA NETWORKS INC   2024-09-09 2025-08-11
26. ARISTA NETWORKS INC   2025-03-06 2025-08-11
24. ARISTA NETWORKS INC   2020-05-05 2025-08-11
12. AUTODESK INC   2024-12-05 2025-03-06
692. BAILLIE GIFFORD EMERGING MARKETS EQ FD   2024-06-26 2025-08-11
194. BAKER HUGHES COMPANY   2020-08-04 2025-08-11
74. BANK OF AMERICA CORP   2024-12-05 2025-08-11
84. BANK OF AMERICA CORP   2024-05-07 2025-08-11
24. BANK OF NEW YORK MELLON CORP   2023-02-06 2025-02-06
95. BANK OF NEW YORK MELLON CORP   2023-02-06 2025-05-06
15. BECTON DICKINSON & CO.   2025-04-08 2025-05-06
18. BIOGEN IDEC INC   2024-08-06 2025-05-06
14. BIOGEN IDEC INC   2024-10-09 2025-08-11
14. BIOGEN IDEC INC   2024-08-06 2025-08-11
377.949 BLACKROCK EVENT DRIVEN EQUITY FUND   2025-07-17 2025-08-11
581.051 BLACKROCK EVENT DRIVEN EQUITY FUND   2023-03-31 2025-08-11
52. BORG WARNER AUTOMOTIVE   2024-07-09 2025-08-05
136. BORG WARNER AUTOMOTIVE   2024-11-05 2025-08-11
50. BORG WARNER AUTOMOTIVE   2024-07-09 2025-08-11
125. BRISTOL MYERS SQUIBB CO.   2024-11-05 2025-08-11
143. BRIXMOR PPTY GROUP INC   2025-02-06 2025-08-11
55. CBRE GROUP INC   2024-03-06 2025-08-11
11. THE CIGNA GROUP   2023-07-10 2025-01-07
30. CME GROUP INC   2022-11-07 2025-08-11
104. CSX CORP.   2020-04-06 2025-04-08
81. CARMAX INC   2025-05-06 2025-08-11
32. CENTENE CORP   2024-09-09 2025-08-05
82. CENTENE CORP   2023-04-05 2025-08-05
55. CIENA CORP   2024-06-06 2025-01-07
110. CIENA CORP   2025-04-08 2025-08-11
17. CIRRUS LOGIC INC   2024-10-09 2025-08-11
54. CIRRUS LOGIC INC   2024-06-06 2025-08-11
139. CISCO SYSTEMS   2017-03-03 2025-08-11
16. CINTAS CORP   2025-06-10 2025-08-11
25. CITIGROUP INC   2023-07-10 2025-08-05
36. CITIGROUP INC   2024-12-05 2025-08-11
41. CITIGROUP INC   2023-07-10 2025-08-11
5. COGNIZANT TECH SOLUTIONS CRP   2024-04-09 2025-04-08
87. COGNIZANT TECH SOLUTIONS CRP   2023-09-05 2025-04-08
89. COGNIZANT TECH SOLUTIONS CRP   2025-05-06 2025-08-11
32. COLGATE PALMOLIVE CO.   2024-08-06 2025-01-07
43. COLGATE PALMOLIVE CO.   2025-08-05 2025-08-11
62. COMCAST CORP-CL A   2025-01-07 2025-06-10
55. COMCAST CORP-CL A   2017-04-07 2025-06-10
29. COMCAST CORP-CL A   2025-02-06 2025-08-11
117. COMCAST CORP-CL A   2025-08-05 2025-08-11
73. COMCAST CORP-CL A   2018-09-10 2025-08-11
27. CORPAY, INC   2023-03-06 2025-08-11
3586. DFA INTERNATIONAL CORE EQUITY   2024-06-26 2025-08-11
54.189 DFA US LARGE CAP VALUE PT   2024-09-27 2025-08-11
62.636 DFA US LARGE CAP VALUE PT   2025-03-28 2025-08-11
6087.093 DFA US LARGE CAP VALUE PT   2019-08-23 2025-08-11
859. DFA INVESTMENT GRADE PORTFOLIO   2024-08-26 2025-08-11
24. DTE ENERGY CO   2024-04-09 2025-05-06
35. DTE ENERGY CO   2024-04-09 2025-08-11
19. DECKERS OUTDOOR CORP   2025-03-06 2025-06-10
38. DECKERS OUTDOOR CORP   2025-03-06 2025-07-08
164. DELTA AIR LINES INC   2025-03-06 2025-08-11
177. DEVON ENERGY CORP   2024-10-09 2025-02-06
213. DEVON ENERGY CORP   2025-04-08 2025-08-05
43. DICK'S SPORTING GOODS INC   2023-12-06 2025-07-08
60. WALT DISNEY CO.   2025-04-08 2025-08-11
8. DOCUSIGN INC   2024-10-09 2025-08-11
96. DOCUSIGN INC   2022-11-07 2025-08-11
14. DOORDASH INC CL A   2025-07-08 2025-08-11
17. DROPBOX INC   2024-10-09 2025-08-11
255. DROPBOX INC   2020-09-08 2025-08-11
136. DYNATRACE INC   2024-01-09 2025-08-11
30. EOG RESOURCES INC   2025-03-06 2025-04-08
28. EOG RESOURCES INC   2025-03-06 2025-05-06
61. EOG RESOURCES INC   2025-06-10 2025-08-11
150. EBAY INC   2022-08-03 2025-08-11
103. EDWARDS LIFESCIENCES CP -WI   2025-02-06 2025-03-06
4. EQUINIX INC   2022-12-06 2025-04-08
4. EQUINIX INC   2022-12-06 2025-08-05
83. EXELON CORPORATION   2024-02-06 2025-02-06
76. EXELON CORPORATION   2025-07-08 2025-08-11
90. EXELON CORPORATION   2024-02-06 2025-08-11
39. EXPEDIA GROUP INC   2024-09-09 2025-08-11
66. EXXON MOBIL CORPORATION   2025-01-07 2025-06-10
7. META PLATFORMS INC   2023-03-06 2025-06-10
3. META PLATFORMS INC   2024-12-05 2025-08-11
4. META PLATFORMS INC   2025-08-05 2025-08-11
2. META PLATFORMS INC   2023-03-06 2025-08-11
37. F5 NETWORKS INC   2024-02-06 2025-08-11
241. FIDELITY INTERMEDIATE TREASURY BD INDEX DTD 8/1/2022   2024-08-26 2025-08-11
379. FIRST TR NORTH AMERICAN ENERGY INFRA ETF   2016-02-25 2025-08-11
6. FISERV INC   2024-10-09 2025-03-06
16. FISERV INC   2024-10-09 2025-04-08
15. FISERV INC   2024-10-09 2025-08-11
21. FISERV INC   2025-05-06 2025-08-11
62. FORTINET INC   2025-06-10 2025-08-11
185. FOX CORP CL A   2019-06-05 2025-08-11
100. FREEPORT MCMOREN COOPER GOLD INC. CL B   2025-04-08 2025-08-11
7. GARTNER GROUP CLASS A   2022-03-24 2025-07-18
4. GARTNER GROUP CLASS A   2022-03-24 2025-07-21
6. GARTNER GROUP CLASS A   2022-03-24 2025-07-22
50. GENERAL MILLS INC.   2025-08-05 2025-08-11
95. GENERAL MILLS INC.   2018-05-07 2025-08-11
6. GENERAL MOTORS CO   2025-03-06 2025-08-11
139. GENERAL MOTORS CO   2024-04-09 2025-08-11
88. GILEAD SCIENCES INC.   2022-11-07 2025-08-11
196. HP INC   2024-08-06 2025-06-10
65. HP INC   2025-01-07 2025-06-10
39. HALOZYME THERAPEUTICS INC   2025-01-07 2025-08-11
60. HALOZYME THERAPEUTICS INC   2024-08-06 2025-08-11
1813. OAKMARK INTERNATIONAL FUND   2024-06-26 2025-08-11
21. HARTFORD FINANCIAL SERVICES GROUP INC   2024-10-09 2025-01-07
2. HARTFORD FINANCIAL SERVICES GROUP INC   2024-10-09 2025-02-06
37. HARTFORD FINANCIAL SERVICES GROUP INC   2023-11-06 2025-02-06
69. HEWLETT PACKARD ENTERPRISE CO   2025-04-08 2025-08-11
389. HEWLETT PACKARD ENTERPRISE CO   2021-05-04 2025-08-11
27. HUMANA INC.   2025-03-06 2025-08-11
91. INCYTE PHARMACEUTICALS INC   2025-08-05 2025-08-11
334. INTEL CORP.   2024-11-05 2025-02-06
365. INTEL CORP.   2025-08-05 2025-08-11
20. INTERCONTINENTAL EXCHANGE GROUP   2024-10-09 2025-08-11
23. INTERCONTINENTAL EXCHANGE GROUP   2024-05-07 2025-08-11
17. INTERDIGITAL INC   2025-03-06 2025-08-11
188.466 WCM FOCUSED INTERNATIONAL GROWTH FUND   2024-08-26 2025-08-11
873.534 WCM FOCUSED INTERNATIONAL GROWTH FUND   2024-06-26 2025-08-11
25. IQVIA HOLDINGS INC   2024-07-09 2025-01-07
44. JOHNSON & JOHNSON   2024-04-09 2025-08-11
56. KIMBERLY CLARK CORP.   2024-09-09 2025-03-06
17. KIRBY CORP   2025-01-07 2025-06-10
50. KIRBY CORP   2025-01-07 2025-08-11
59. KRAFT HEINZ CO   2024-11-05 2025-04-08
37. KRAFT HEINZ CO   2024-11-05 2025-05-06
91. KRAFT HEINZ CO   2024-03-06 2025-05-06
219. KRAFT HEINZ CO   2025-07-08 2025-08-11
56. KROGER CO.   2025-01-07 2025-08-11
61. KROGER CO.   2024-06-06 2025-08-11
93. LAM RESEARCH CORP   2024-11-05 2025-08-11
16. LAMAR ADVERTISING CO NEW CL A   2024-06-06 2025-04-08
28. LAMAR ADVERTISING CO NEW CL A   2024-01-09 2025-04-08
219. MACY'S INC   2024-12-05 2025-02-06
32. MARSH & MCLENNAN COMPANIES INC.   2023-08-07 2025-08-11
13. MASTERCARD INC-CL A   2025-04-08 2025-08-11
83. MERCK & CO INC   2025-02-06 2025-08-05
60. MICRON TECHNOLOGY INC   2025-07-08 2025-08-11
21. MOLSON COORS BREWING CO   2024-01-09 2025-04-08
46. MOLSON COORS BREWING CO   2024-08-06 2025-07-08
55. MOLSON COORS BREWING CO   2024-01-09 2025-07-08
56. MONSTER BEVERAGE CORP NEW   2025-06-10 2025-07-08
90. NASDAQ STOCK MARKET INC   2025-02-06 2025-08-11
21. NETAPP INC   2024-07-09 2025-03-06
8. NETAPP INC   2024-09-09 2025-08-11
31. NETAPP INC   2025-06-10 2025-08-11
29. NETAPP INC   2024-06-06 2025-08-11
4. NETFLIX INC   2024-01-02 2025-01-08
4. NETFLIX INC   2024-01-02 2025-01-08
1. NETFLIX INC   2024-01-02 2025-01-08
1. NETFLIX INC   2024-01-02 2025-01-10
4. NETFLIX INC   2022-08-16 2025-01-10
4. NETFLIX INC   2022-08-17 2025-07-23
2. NETFLIX INC   2022-08-19 2025-07-24
50. NETFLIX INC   2025-08-12 2025-12-05
100. NETFLIX INC   2022-08-19 2025-12-05
64. NEWMONT MINING CORP.   2025-05-06 2025-08-11
177. NEWS CORP NEW CL A   2024-03-06 2025-08-05
65. NIKE INC CL B   2025-07-08 2025-08-05
5. NOVO-NORDISK A/S   2024-01-02 2025-01-06
16. NOVO-NORDISK A/S   2024-01-02 2025-01-06
3. NOVO-NORDISK A/S   2023-09-11 2025-01-06
6. NOVO-NORDISK A/S   2023-09-11 2025-01-07
23. NOVO-NORDISK A/S   2023-09-11 2025-01-07
3. NOVO-NORDISK A/S   2023-09-13 2025-01-07
40. NOVO-NORDISK A/S   2023-09-13 2025-01-08
157. OCCIDENTAL PETROLEUM CORP.   2024-12-05 2025-03-06
69. OKTA INC CL A   2023-04-05 2025-08-11
78. OMNICOM GROUP   2018-09-10 2025-08-11
71. ON SEMICONDUCTOR CORPORATION   2025-05-06 2025-08-11
105. ON SEMICONDUCTOR CORPORATION   2022-07-05 2025-08-11
24. ONTO INNOVATION INC   2024-11-05 2025-08-11
12. ONTO INNOVATION INC   2025-04-08 2025-08-11
19. ONTO INNOVATION INC   2024-08-06 2025-08-11
1. ORACLE CORP   2024-09-09 2025-09-18
13. ORACLE CORP   2024-09-09 2025-09-18
2. ORACLE CORP   2024-09-09 2025-09-18
33. ORACLE CORP   2024-09-09 2025-09-18
3. ORACLE CORP   2024-09-09 2025-09-18
173. OVINTIV INC   2024-09-09 2025-05-06
14. OVINTIV INC   2025-04-08 2025-05-06
145. OVINTIV INC   2025-08-05 2025-08-11
19. OWENS CORNING   2025-05-06 2025-08-11
32. OWENS CORNING   2021-06-08 2025-08-11
56. PPG INDUSTRIES INC.   2025-07-08 2025-08-11
34. PACCAR INC.   2023-03-06 2025-02-06
11. PALO ALTO NETWORKS INC   2024-12-05 2025-07-08
25. PALO ALTO NETWORKS INC   2024-12-05 2025-08-11
13. PAYPAL HOLDINGS INC   2025-05-06 2025-08-11
85. PAYPAL HOLDINGS INC   2023-06-05 2025-08-11
238. PERMIAN RESOURCES CORP   2025-01-07 2025-03-06
147. PFIZER INC.   2025-06-10 2025-08-11
58. PINTEREST INC CL A   2025-02-06 2025-07-08
113. PINTEREST INC CL A   2024-12-05 2025-08-05
7. PINTEREST INC CL A   2025-02-06 2025-08-05
50. EVERPURE INC CL A   2022-12-06 2025-01-07
30. QORVO INC COM   2024-02-06 2025-01-07
5. QUALCOMM CORP.   2024-12-05 2025-08-11
2. QUALCOMM CORP.   2025-04-08 2025-08-11
40. QUALCOMM CORP.   2024-02-06 2025-08-11
5. REGENERON PHAR   2024-11-05 2025-05-06
6. REGENERON PHAR   2025-04-08 2025-05-06
6. REGENERON PHAR   2025-08-05 2025-08-11
291. REGIONS FINANCIAL CORP   2020-11-04 2025-08-11
3. ROSS STORES INC   2024-11-05 2025-05-06
46. ROSS STORES INC   2023-07-10 2025-05-06
49. ROSS STORES INC   2025-06-10 2025-08-05
98. SS&C TECHNOLOGIES HOLDINGS   2024-10-09 2025-08-11
8. SALESFORCE INC   2024-09-09 2025-08-11
19. SALESFORCE INC   2024-06-06 2025-08-11
2. SERVICENOW INC   2024-01-02 2025-01-08
7. SERVICENOW INC   2024-01-02 2025-01-08
1. SERVICENOW INC   2024-01-02 2025-01-08
1. SERVICENOW INC   2024-01-02 2025-01-10
5. SHOPIFY INC   2025-08-12 2025-09-10
56. SHOPIFY INC   2025-08-12 2025-09-10
2. SHOPIFY INC   2024-08-16 2025-11-06
1. SHOPIFY INC   2024-08-16 2025-11-06
29. SHOPIFY INC   2024-08-15 2025-11-06
11. SHOPIFY INC   2024-08-13 2025-11-07
3. SHOPIFY INC   2024-08-13 2025-11-10
42. SIMON PROPERTY GROUP INCBLAIR   2024-08-06 2025-08-11
39. SKYWORKS SOLUTIONS INC   2025-01-07 2025-08-11
24. SKYWORKS SOLUTIONS INC   2025-05-06 2025-08-11
39. SKYWORKS SOLUTIONS INC   2024-02-06 2025-08-11
18. SNAP ON TOOLS CORP.   2021-08-03 2025-07-08
59. TJX COS INC   2023-06-05 2025-08-11
28. TELEFLEX INC.   2025-01-07 2025-04-08
2. THERMO ELECTRON CORP   2024-03-08 2025-07-15
3. THERMO ELECTRON CORP   2024-03-08 2025-07-15
9. THERMO ELECTRON CORP   2024-03-07 2025-07-16
1. THERMO ELECTRON CORP   2024-03-06 2025-07-16
6. THERMO ELECTRON CORP   2022-12-08 2025-07-17
3. THERMO ELECTRON CORP   2022-12-01 2025-09-17
10. THERMO ELECTRON CORP   2022-12-05 2025-09-17
5. THERMO ELECTRON CORP   2022-12-30 2025-09-17
3. THERMO ELECTRON CORP   2025-08-12 2025-09-17
3. THERMO ELECTRON CORP   2024-01-02 2025-09-17
1. THERMO ELECTRON CORP   2025-08-12 2025-09-17
4. THERMO ELECTRON CORP   2025-08-12 2025-09-18
1. THERMO ELECTRON CORP   2025-08-12 2025-09-18
13. TOLL BROTHERS   2024-08-06 2025-03-06
4. TOLL BROTHERS   2023-07-10 2025-03-06
32. TOLL BROTHERS   2023-07-10 2025-08-11
49. TRIMBLE NAVIGATION LTD   2024-10-09 2025-02-06
13. TWILIO INC CL A   2024-02-06 2025-02-06
100. TWILIO INC CL A   2024-02-06 2025-08-11
98. U S BANCORP   2025-05-06 2025-08-11
178. UIPATH INC   2025-01-07 2025-08-11
68. UIPATH INC   2025-03-06 2025-08-11
338. UIPATH INC   2023-07-10 2025-08-11
691. ABSOLUTE CONVERTIBLE ARBITRAGE FUND   2023-03-31 2025-08-11
28. UNITED THERAPEUTICS CORP   2023-07-10 2025-04-08
16. UNITEDHEALTH GROUP INC   2022-03-24 2025-06-16
2. UNITEDHEALTH GROUP INC   2022-03-24 2025-06-16
1. UNITEDHEALTH GROUP INC   2022-03-24 2025-06-16
51. UNIVERSAL DISPLAY CORP   2025-02-06 2025-08-11
61. UNUMPROVIDENT CORP   2023-03-06 2025-08-11
101. URBAN OUTFITTERS   2025-03-06 2025-08-11
8. VALERO ENERGY CORP   2024-01-09 2025-01-07
20. VALERO ENERGY CORP   2024-11-05 2025-01-07
25. VALERO ENERGY CORP   2023-03-06 2025-01-07
473. VANGUARD SHORT TERM INFL PROTECTED FUND   2021-03-03 2025-08-11
45.775 VANGUARD TOTAL STK MKT IN-AD   2024-09-27 2025-08-11
47.845 VANGUARD TOTAL STK MKT IN-AD   2025-03-27 2025-08-11
7322.544 VANGUARD TOTAL STK MKT IN-AD   2019-08-23 2025-08-11
105. VICI PPTYS INC   2025-08-05 2025-08-11
13. VISA INC-CLASS A SHARES   2024-02-22 2025-08-04
5. VISA INC-CLASS A SHARES   2024-01-02 2025-08-05
23. VISA INC-CLASS A SHARES   2023-11-06 2025-08-11
18. WABTEC   2024-12-05 2025-08-11
16. WABTEC   2025-07-08 2025-08-11
61. WELLS FARGO CO   2024-05-07 2025-03-06
23. WILLIAMS-SONOMA INC   2024-08-06 2025-01-07
1. WORKDAY INC CL A   2024-01-02 2025-08-05
4. WORKDAY INC CL A   2024-01-02 2025-08-05
7. WORKDAY INC CL A   2024-01-02 2025-08-05
16. WORKDAY INC CL A   2024-07-11 2025-08-05
15. WORKDAY INC CL A   2023-06-16 2025-11-07
16. WORKDAY INC CL A   2025-08-12 2025-11-07
21. WORKDAY INC CL A   2023-06-21 2025-11-07
55. ZIMMER HOLDINGS INC - W/I   2024-09-09 2025-02-06
20. ZOETIS INC CL A   2025-04-08 2025-08-11
104. ZOOM COMMUNICATIONS INC CL A   2023-08-07 2025-08-11
46. AMDOCS LTD   2024-09-09 2025-08-11
38. AMDOCS LTD   2017-03-03 2025-08-11
55. AXALTA COATING SYS LTD   2024-12-05 2025-07-08
125. AXALTA COATING SYS LTD   2024-05-07 2025-07-08
86. CRH PLC ORD   2024-07-09 2025-08-11
29. JAZZ PHARMACEUTICALS PLC   2025-05-06 2025-08-11
11. MEDTRONIC PLC SHS   2025-01-07 2025-08-11
78. MEDTRONIC PLC SHS   2024-08-06 2025-08-11
112. ROYALTY PHARMA PLC   2023-07-10 2025-02-06
35. PENTAIR PLC   2025-08-05 2025-08-11
12. TE CONNECTIVITY PLC   2024-03-06 2025-07-08
10. TE CONNECTIVITY PLC   2024-03-06 2025-08-05
4. TE CONNECTIVITY PLC   2025-01-07 2025-08-11
24. TE CONNECTIVITY PLC   2024-02-06 2025-08-11
5. TRANE TECHNOLOGIES PLC SHS   2025-02-06 2025-07-08
5. TRANE TECHNOLOGIES PLC SHS   2025-02-06 2025-08-11
10. TRANE TECHNOLOGIES PLC SHS   2025-03-06 2025-08-11
265. CNH INDUSTRIAL NV SHS   2025-07-08 2025-08-11
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 16,069   13,523 2,546
b 7,868   7,993 -125
c 2,884   3,014 -130
d 2,132   1,996 136
e 4,741   4,462 279
4,036   6,751 -2,715
5,085   5,999 -914
2,712   4,540 -1,828
680   1,125 -445
339   559 -220
3,669   3,731 -62
3,091   3,608 -517
4,687   6,123 -1,436
1,554   2,041 -487
5,446   5,090 356
3,004   3,219 -215
3,819   3,087 732
973   1,119 -146
5,219   4,469 750
692   563 129
173   141 32
9,784   8,028 1,756
6,054   4,358 1,696
11,455   5,850 5,605
912   745 167
5,297   4,319 978
1,632   1,340 292
1,083   894 189
2,145   1,787 358
5,746   7,371 -1,625
4,243   2,979 1,264
2,119   1,489 630
2,700   6,331 -3,631
3,104   3,361 -257
4,075   3,299 776
4,948   3,795 1,153
3,656   3,619 37
3,473   2,229 1,244
394   545 -151
4,335   4,652 -317
4,656   6,636 -1,980
7,001   6,958 43
3,290   2,708 582
5,256   4,181 1,075
12,177   13,213 -1,036
9,084   11,452 -2,368
7,394   5,636 1,758
6,216   6,465 -249
5,380   3,829 1,551
3,587   2,088 1,499
3,311   330 2,981
3,154   3,651 -497
15,881   14,331 1,550
8,288   2,542 5,746
3,416   3,471 -55
3,878   3,189 689
2,069   1,212 857
7,825   4,684 3,141
2,478   3,131 -653
2,146   3,620 -1,474
1,795   2,334 -539
1,795   2,816 -1,021
3,897   3,897  
5,991   5,659 332
1,980   1,641 339
5,221   4,428 793
1,920   1,577 343
5,739   7,145 -1,406
3,702   3,732 -30
8,443   5,085 3,358
3,088   3,062 26
8,583   5,096 3,487
2,847   2,117 730
4,519   5,346 -827
829   2,109 -1,280
2,125   5,406 -3,281
4,602   2,782 1,820
10,294   6,318 3,976
1,788   1,854 -66
5,678   6,388 -710
9,842   5,396 4,446
3,582   3,568 14
2,293   1,145 1,148
3,325   2,609 716
3,786   1,879 1,907
341   356 -15
5,927   6,036 -109
6,157   7,062 -905
2,816   3,278 -462
3,637   3,582 55
2,158   2,328 -170
1,914   2,075 -161
908   994 -86
3,665   3,821 -156
2,287   2,461 -174
8,248   5,662 2,586
67,453   57,053 10,400
2,784   2,748 36
3,218   3,148 70
312,694   209,473 103,221
8,745   8,859 -114
3,297   2,637 660
4,884   3,846 1,038
2,100   2,553 -453
3,993   4,274 -281
8,809   8,447 362
5,965   7,212 -1,247
6,807   6,091 716
8,854   5,982 2,872
6,759   5,662 1,097
537   544 -7
6,446   4,533 1,913
3,573   3,432 141
457   437 20
6,852   5,050 1,802
6,257   6,752 -495
3,256   3,674 -418
3,050   3,429 -379
7,140   7,213 -73
14,280   6,864 7,416
7,429   7,346 83
3,059   2,724 335
3,111   2,724 387
3,403   3,026 377
3,389   3,249 140
4,013   3,047 966
7,587   5,993 1,594
7,026   7,180 -154
4,901   1,307 3,594
2,299   1,840 459
3,065   3,093 -28
1,533   373 1,160
11,796   6,928 4,868
2,359   2,394 -35
14,324   7,565 6,759
1,330   1,128 202
3,264   3,007 257
1,985   2,819 -834
2,779   3,881 -1,102
4,607   6,342 -1,735
10,029   6,110 3,919
4,151   3,084 1,067
2,489   2,775 -286
1,415   1,180 235
2,142   1,770 372
2,464   2,460 4
4,682   5,284 -602
324   285 39
7,514   6,272 1,242
10,561   7,131 3,430
4,992   6,509 -1,517
1,655   1,847 -192
2,443   2,000 443
3,758   3,145 613
55,170   46,775 8,395
2,292   2,447 -155
227   233 -6
4,202   2,738 1,464
1,425   929 496
8,033   5,780 2,253
7,247   7,103 144
7,172   7,083 89
6,480   7,676 -1,196
7,552   7,385 167
3,725   3,247 478
4,284   3,057 1,227
4,541   3,627 914
4,927   4,949 -22
22,834   21,952 882
5,048   5,297 -249
7,660   6,554 1,106
7,936   7,580 356
1,924   1,802 122
4,860   5,300 -440
1,683   1,974 -291
1,054   1,238 -184
2,592   3,217 -625
5,981   5,756 225
4,166   3,383 783
4,537   3,172 1,365
9,509   7,059 2,450
1,713   1,867 -154
2,998   2,897 101
3,223   3,640 -417
6,504   6,259 245
7,450   6,473 977
6,653   7,368 -715
7,367   7,417 -50
1,276   1,313 -37
2,250   2,512 -262
2,690   3,440 -750
3,487   3,529 -42
8,740   7,529 1,211
1,949   2,770 -821
849   922 -73
3,289   3,196 93
3,077   3,546 -469
3,519   1,884 1,635
3,500   1,884 1,616
878   471 407
839   471 368
3,370   1,432 1,938
4,710   965 3,745
2,336   479 1,857
5,000   6,046 -1,046
10,000   2,396 7,604
4,418   3,451 967
5,189   4,590 599
4,864   4,874 -10
425   511 -86
1,366   1,637 -271
258   301 -43
508   598 -90
1,923   2,251 -328
253   290 -37
3,415   3,764 -349
7,107   7,544 -437
6,100   5,435 665
5,682   5,851 -169
3,364   2,712 652
4,974   4,891 83
2,515   4,164 -1,649
1,257   1,383 -126
1,991   3,194 -1,203
299   142 157
3,884   1,850 2,034
596   285 311
9,816   4,696 5,120
889   427 462
6,050   6,984 -934
490   467 23
5,656   5,742 -86
2,687   2,712 -25
4,525   3,345 1,180
5,976   6,541 -565
3,654   2,594 1,060
2,222   2,225 -3
4,202   5,058 -856
873   889 -16
5,705   5,485 220
2,933   3,562 -629
3,615   3,552 63
2,078   1,941 137
4,377   3,651 726
271   234 37
3,227   1,350 1,877
2,187   3,230 -1,043
742   814 -72
297   265 32
5,932   5,828 104
2,890   4,139 -1,249
3,468   3,436 32
3,290   3,429 -139
7,180   3,979 3,201
422   424 -2
6,477   5,045 1,432
6,935   6,913 22
8,406   7,151 1,255
1,861   1,974 -113
4,421   4,623 -202
2,100   1,357 743
7,361   4,749 2,612
1,053   678 375
1,027   678 349
713   739 -26
8,005   8,272 -267
316   150 166
162   75 87
4,548   2,164 2,384
1,657   776 881
473   209 264
6,923   6,405 518
2,769   3,636 -867
1,704   1,576 128
2,769   3,904 -1,135
5,724   4,019 1,705
7,792   4,644 3,148
3,658   5,126 -1,468
841   1,199 -358
1,262   1,795 -533
3,751   5,363 -1,612
418   593 -175
2,512   3,502 -990
1,438   1,684 -246
4,774   5,511 -737
2,363   2,732 -369
1,438   1,403 35
1,438   1,628 -190
476   468 8
1,901   1,871 30
476   468 8
1,446   1,681 -235
445   314 131
3,989   2,510 1,479
3,685   3,037 648
1,907   896 1,011
9,261   6,104 3,157
4,364   4,030 334
1,865   2,479 -614
713   810 -97
3,542   5,749 -2,207
8,064   7,582 482
8,105   6,282 1,823
4,913   8,380 -3,467
617   1,027 -410
308   513 -205
6,950   7,334 -384
4,246   2,980 1,266
7,824   5,499 2,325
987   1,021 -34
2,466   2,624 -158
3,083   3,336 -253
11,924   12,223 -299
6,957   6,421 536
7,271   6,767 504
1,112,880   522,892 589,988
3,453   3,542 -89
4,449   3,694 755
1,688   1,394 294
7,711   5,914 1,797
3,456   3,655 -199
3,072   3,432 -360
4,456   3,683 773
4,540   3,187 1,353
226   267 -41
902   1,068 -166
1,576   1,736 -160
3,596   3,680 -84
3,340   3,355 -15
3,534   3,331 203
4,639   4,641 -2
5,754   5,726 28
2,987   2,991 -4
7,300   7,137 163
4,004   3,935 69
3,308   2,263 1,045
1,683   2,223 -540
3,826   4,505 -679
9,247   6,513 2,734
3,220   3,341 -121
1,021   885 136
7,243   6,306 937
3,519   3,242 277
3,602   3,620 -18
2,067   1,709 358
2,030   1,425 605
800   582 218
4,800   3,391 1,409
2,152   1,788 364
2,143   1,788 355
4,285   3,421 864
3,307   3,627 -320
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
      180,171
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       2,546
b       -125
c       -130
d       136
e       279
      -2,715
      -914
      -1,828
      -445
      -220
      -62
      -517
      -1,436
      -487
      356
      -215
      732
      -146
      750
      129
      32
      1,756
      1,696
      5,605
      167
      978
      292
      189
      358
      -1,625
      1,264
      630
      -3,631
      -257
      776
      1,153
      37
      1,244
      -151
      -317
      -1,980
      43
      582
      1,075
      -1,036
      -2,368
      1,758
      -249
      1,551
      1,499
      2,981
      -497
      1,550
      5,746
      -55
      689
      857
      3,141
      -653
      -1,474
      -539
      -1,021
       
      332
      339
      793
      343
      -1,406
      -30
      3,358
      26
      3,487
      730
      -827
      -1,280
      -3,281
      1,820
      3,976
      -66
      -710
      4,446
      14
      1,148
      716
      1,907
      -15
      -109
      -905
      -462
      55
      -170
      -161
      -86
      -156
      -174
      2,586
      10,400
      36
      70
      103,221
      -114
      660
      1,038
      -453
      -281
      362
      -1,247
      716
      2,872
      1,097
      -7
      1,913
      141
      20
      1,802
      -495
      -418
      -379
      -73
      7,416
      83
      335
      387
      377
      140
      966
      1,594
      -154
      3,594
      459
      -28
      1,160
      4,868
      -35
      6,759
      202
      257
      -834
      -1,102
      -1,735
      3,919
      1,067
      -286
      235
      372
      4
      -602
      39
      1,242
      3,430
      -1,517
      -192
      443
      613
      8,395
      -155
      -6
      1,464
      496
      2,253
      144
      89
      -1,196
      167
      478
      1,227
      914
      -22
      882
      -249
      1,106
      356
      122
      -440
      -291
      -184
      -625
      225
      783
      1,365
      2,450
      -154
      101
      -417
      245
      977
      -715
      -50
      -37
      -262
      -750
      -42
      1,211
      -821
      -73
      93
      -469
      1,635
      1,616
      407
      368
      1,938
      3,745
      1,857
      -1,046
      7,604
      967
      599
      -10
      -86
      -271
      -43
      -90
      -328
      -37
      -349
      -437
      665
      -169
      652
      83
      -1,649
      -126
      -1,203
      157
      2,034
      311
      5,120
      462
      -934
      23
      -86
      -25
      1,180
      -565
      1,060
      -3
      -856
      -16
      220
      -629
      63
      137
      726
      37
      1,877
      -1,043
      -72
      32
      104
      -1,249
      32
      -139
      3,201
      -2
      1,432
      22
      1,255
      -113
      -202
      743
      2,612
      375
      349
      -26
      -267
      166
      87
      2,384
      881
      264
      518
      -867
      128
      -1,135
      1,705
      3,148
      -1,468
      -358
      -533
      -1,612
      -175
      -990
      -246
      -737
      -369
      35
      -190
      8
      30
      8
      -235
      131
      1,479
      648
      1,011
      3,157
      334
      -614
      -97
      -2,207
      482
      1,823
      -3,467
      -410
      -205
      -384
      1,266
      2,325
      -34
      -158
      -253
      -299
      536
      504
      589,988
      -89
      755
      294
      1,797
      -199
      -360
      773
      1,353
      -41
      -166
      -160
      -84
      -15
      203
      -2
      28
      -4
      163
      69
      1,045
      -540
      -679
      2,734
      -121
      136
      937
      277
      -18
      358
      605
      218
      1,409
      364
      355
      864
      -320
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,028,406
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 .........................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 15,922
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 15,922
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 15,922
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 9,180
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,793
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,973
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 51
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax51 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
PA
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 ofTHE GLENMEDE TRUST COMPANY NA Telephone no. (215) 419-6000

Located at1650 MARKET STREET SUITE 4000PHILADELPHIAPA ZIP+4191037391
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
HOWARD WELLENS DIRECTOR
1
0    
1650 MARKET STREET SUITE 4000
PHILADELPHIA,PA19103
ALEXANDER SHOULSON DIRECTOR
1
0    
1650 MARKET STREET SUITE 4000
PHILADELPHIA,PA19103
BARBARA RIEBMAN DIRECTOR
10
0    
1650 MARKET STREET SUITE 4000
PHILADELPHIA,PA19103
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
GLENMEDE TRUST CO N A INVESTMENT 67,366
1650 MARKET ST STE 4000
PHILADELPHIA,PA19103
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
8,100,813
b
Average of monthly cash balances.......................
1b
254,708
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
8,355,521
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
8,355,521
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
125,333
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,230,188
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
411,509
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
411,509
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
15,922
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
15,922
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
395,587
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
395,587
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
395,587
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
387,348
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
387,348
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 7 395,587
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 376,170
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: $ 387,348
a Applied to 2024, but not more than line 2a 376,170
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..... 11,178
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 ..........
384,409
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NA
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:
ANDREW SLADE
C/O THE GLEMEDE TRUST COMPANY NA
PHILADELPHIA,PA19103
(215) 419-6000
bThe form in which applications should be submitted and information and materials they should include:
NO SPECIAL FORM
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE FOUNDATION IS FORMED FOR CHARITABLE PURPOSES SPECIFICALLY INCLUDIN THE PREVENTION TO CRUELITY TO ANIMALS AND PRESERVING THE ENVIRONMENT.
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

Cattown Studios Inc

1132 DUNTON STREET
Philadelphia,PA19123
NONE   GENERAL CHARITABLE PURPOSES 25,000

Friends of Southern Ocean County
Animal Shelter
PO BOX 1162
Manahawkin,NJ08050
NONE   UNRESTRICTED 25,000

Marine Mammal Stranding Center

PO BOX 773 3625 BRIGANTINE BLVD
Brigantine,NJ08203
NONE   GENERAL CHARITABLE PURPOSES 30,000

Paws Crossed Rescue

341 CHESTNUT STREET
Audubon,NJ08106
NONE   GENERAL CHARITABLE PURPOSES 6,000

Peaceful Fields Sanctuary

153 PEACEFIELD LANE
Winchester,VA22603
NONE   GENERAL CHARITABLE PURPOSES 8,000

Sky Mountain Wild Horse Sanctuary

PO BOX 2946
Santa Fe,NM87504
NONE   GENERAL CHARITABLE PURPOSES 45,000

The Peregrine Fund

5668 W FLYING HAWK LN
Boise,ID83709
NONE   COLLABORATIVE PROJECTS 10,000

The Science and Conservation Center Inc

2100 SOUTH SHILOH ROAD
Billings,MT59106
NONE   GENERAL CHARITABLE PURPOSES 20,000

Trustees of Tufts College

CUMMINGS SCHOOL OF VETERINARY MEDIC
North Grafton,MA01536
NONE   FOR DR. ALLEN RUTBERG'S 5,000

Community Cat Club Inc

PO BOX 115
Bellmawr,NJ08099
NONE   GENERAL CHARITABLE PURPOSES 35,000

Macs Fund

447 E MT AIRY AVE
Philadelphia,PA191191143
NONE   VETERINARY CARE FOR 1,000

Sweet Olive Farm Animal Rescue Inc

855 PARKVIEW RD
Winterville,GA306832704
NONE   GENERAL CHARITABLE PURPOSES 10,000

Tiny Paws Inc

3166 FAIRWAY AVENUE
Bristol,PA19007
NONE   CARE FOR RESCUED CATS 1,000

South Fork Natural History Society

PO BOX 455
Bridgehampton,NY119320455
NONE   FOR LINDSAY GRAFF'S 60,000

Whiskers World Inc

100 WILLIAM STREET
Plains,PA18705
NONE   GENERAL CHARITABLE PURPOSES 10,000

The Spayed Club

930 MACDADE BLVD
Collingdale,PA19023
NONE   COMMUNITY CATS TNR/ADOPT 30,000

The Spayed Club

930 MACDAD BLVD
Collingdale,PA19023
NONE   SPAY AND SAVE 5,000

The Spayed Club

930 MACDADE BLVD
Collingdale,PA19023
NONE   PENNSAUKEN COMMUNITY CATS 10,000
Total ................................. 3a 336,000
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 ....     14 191,945  
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 1,028,406  
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) ..   1,220,351  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,220,351
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
BURKET-PLACK FOUNDATION INC 0649-01-49
EIN:
23-2735643
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 3,500     3,500

TY 2025 OtherExpensesSchedule
Name:
BURKET-PLACK FOUNDATION INC 0649-01-49
EIN:
23-2735643
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
A LITTLE GRAPHIX 3,560 0   3,560
CAPITAL ONE BANK (USA), NA 2,988 0   2,988
COEXISTENCE LLC 39,000 0   39,000
PHILADELPHIA INSURANCE COMPANI 2,300 0   2,300
PARTNERSHIP LOSS 216 216   0


TY 2025 OtherIncreasesSchedule
Name:
BURKET-PLACK FOUNDATION INC 0649-01-49
EIN:
23-2735643
Description Amount
COST BASIS ADJ 865


TY 2025 OtherProfessionalFeesSchedule
Name:
BURKET-PLACK FOUNDATION INC 0649-01-49
EIN:
23-2735643
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODIAN & MANAGEMENT FEES (A 63,866 63,866    
OTHER EXPENSE (NON-DEDUCTIBLE 6,864 6,864    


TY 2025 TaxesSchedule
Name:
BURKET-PLACK FOUNDATION INC 0649-01-49
EIN:
23-2735643
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 207 207   0
FEDERAL TAX PAYMENT - PRIOR YE 5,613 0   0
FEDERAL ESTIMATES - PRINCIPAL 9,180 0   0
FOREIGN TAXES ON QUALIFIED FOR 3,070 3,070   0
FOREIGN TAXES ON NONQUALIFIED 683 683   0