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Federal housing law

2025 Form 990-PF (PDF)

Federal housing law as enacted — verbatim and citable.

Edition
2026-10-03
Last updated
2026-10-04
Jurisdiction
United States
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Official source: IRS Forms, Instructions & Publications (https://www.irs.gov/pub/irs-pdf/f990pf.pdf), retrieved 2026-10-03. U.S. Government work (17 U.S.C. § 105).

Form 990-PF

20 25

Department of the Treasury Internal Revenue Service

Exceptions & meaning →

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.

Internal Revenue Service Go to www.irs.gov/Form990PF for instructions and the latest information. Open to Public Inspection

For calendar year 2025 or tax year beginning , 2025, and ending , 20

Name of foundation A Employer identification number
Number and street (or P.O. box number if mail is not delivered to street address) Number and street (or P.O. box number if mail is not delivered to street address) Number and street (or P.O. box number if mail is not delivered to street address) Number and street (or P.O. box number if mail is not delivered to street address) Number and street (or P.O. box number if mail is not delivered to street address) Number and street (or P.O. box number if mail is not delivered to street address) Number and street (or P.O. box number if mail is not delivered to street address) Room/suite Room/suite BTelephone number (see instructions) BTelephone number (see instructions) BTelephone number (see instructions)
City or town

 City or town

 State or province

 State or province

 Country
 Country
 ZIP or foreign postal code
 ZIP or foreign postal code
 ZIP or foreign postal code
 C If exemption application is pending, check here .
**D 1.**Foreign organizations, check here .
.
.
.
2. Foreign organizations meeting the 85% test,
check here and attach computation
.
.
.
E
If private foundation status was terminated under
section 507(b)(1)(A), check here
.
.
.
.
.
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here
.
.
.		 C If exemption application is pending, check here .
**D 1.**Foreign organizations, check here .
.
.
.
2. Foreign organizations meeting the 85% test,
check here and attach computation
.
.
.
E
If private foundation status was terminated under
section 507(b)(1)(A), check here
.
.
.
.
.
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here
.
.
.		 C If exemption application is pending, check here .
**D 1.**Foreign organizations, check here .
.
.
.
2. Foreign organizations meeting the 85% test,
check here and attach computation
.
.
.
E
If private foundation status was terminated under
section 507(b)(1)(A), check here
.
.
.
.
.
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here
.
.
.
G
Check all that apply:
Initial return
Final return
Address change
Initial return of a former public charity
Amended return
Name change
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
I
Fair market value of all assets at
end of year (from Part II, col. (c),
line 16) $
 I
Fair market value of all assets at
end of year (from Part II, col. (c),
line 16) $
 I
Fair market value of all assets at
end of year (from Part II, col. (c),
line 16) $
 J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d), must be on cash basis.)		 J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d), must be on cash basis.)		 J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d), must be on cash basis.)		 J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d), must be on cash basis.)		 J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d), must be on cash basis.)		 J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d), must be on cash basis.)		 J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d), must be on cash basis.)		 J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d), must be on cash basis.)		 J
Accounting method:
Cash
Accrual
Other (specify)
(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.).)		 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.).)		 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.).)		 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.).)		 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		 **(a)**Revenue and
expenses per
books		 **(a)**Revenue and
expenses per
books		 **(b)**Net investment
income		 **(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
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.
Revenue 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.
Revenue 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.
Revenue 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.
Revenue 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.
Revenue 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.
Revenue 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.
Revenue 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.
Revenue 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.
Revenue 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.
Revenue 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.
Revenue 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.
Revenue 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.
Revenue 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.
Revenue 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.
Revenue 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.		 1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
if the foundation is not required to attach Sch. B
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities .
.
.
.
5a
Gross rents .
.
.
.
.
.
.
.
.
.
.
.
.
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2) .
.
8
Net short-term capital gain .
.
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
.
.
.
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
.
.
.
c
Gross profit or (loss) (attach schedule) .
.
.
.
11
Other income (attach schedule)
.
.
.
.
.
.
12
**Total.**Add lines 1 through 11 .
.
.
.
.
.
.
Operating and Administrative Expenses 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25
Operating and Administrative Expenses 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25
Operating and Administrative Expenses 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25
Operating and Administrative Expenses 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25
Operating and Administrative Expenses 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25
Operating and Administrative Expenses 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25
Operating and Administrative Expenses 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25
Operating and Administrative Expenses 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25
Operating and Administrative Expenses 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25
Operating and Administrative Expenses 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25
Operating and Administrative Expenses 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25
Operating and Administrative Expenses 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25
Operating and Administrative Expenses 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25
Operating and Administrative Expenses 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25
Operating and Administrative Expenses 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25
Operating and Administrative Expenses 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25		 13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages .
.
.
.
.
15
Pension plans, employee benefits
.
.
.
.
.
16a
Legal fees (attach schedule)
.
.
.
.
.
.
.
b
Accounting fees (attach schedule)
.
.
.
.
.
c
Other professional fees (attach schedule) .
.
.
17
Interest
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
Taxes (attach schedule) (see instructions) .
.
.
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 .
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid
.
.
.
.
.
.
26
**Total expenses and disbursements.**Add lines 24 and 25
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
b
Net investment income(if negative, enter -0-) .
c
Adjusted net income(if negative, enter -0-) .
.
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
b
Net investment income(if negative, enter -0-) .
c
Adjusted net income(if negative, enter -0-) .
.
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
b
Net investment income(if negative, enter -0-) .
c
Adjusted net income(if negative, enter -0-) .
.
Form 990-PF (2025) Part II Balance Sheets Page 2
Part II
Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)

 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 End of year
Part II
Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)

 Part II
Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)

 **(a)**Book value **(b)**Book value **(c)**Fair market value
Assets 1
Cash—non-interest-bearing
.
.
.
.
.
.
.
.
.
.
.
2
Savings and temporary cash investments .
.
.
.
.
.
.
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) .
.
.
.
.
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)
.
.
.
.
.
.
.
.
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)
.
.
.
.
.
.
.
.
Assets 1
Cash—non-interest-bearing
.
.
.
.
.
.
.
.
.
.
.
2
Savings and temporary cash investments .
.
.
.
.
.
.
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) .
.
.
.
.
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)
.
.
.
.
.
.
.
.
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)
.
.
.
.
.
.
.
.
Assets 1
Cash—non-interest-bearing
.
.
.
.
.
.
.
.
.
.
.
2
Savings and temporary cash investments .
.
.
.
.
.
.
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) .
.
.
.
.
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)
.
.
.
.
.
.
.
.
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)
.
.
.
.
.
.
.
.
Assets 1
Cash—non-interest-bearing
.
.
.
.
.
.
.
.
.
.
.
2
Savings and temporary cash investments .
.
.
.
.
.
.
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) .
.
.
.
.
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)
.
.
.
.
.
.
.
.
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)
.
.
.
.
.
.
.
.
Assets 1
Cash—non-interest-bearing
.
.
.
.
.
.
.
.
.
.
.
2
Savings and temporary cash investments .
.
.
.
.
.
.
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) .
.
.
.
.
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)
.
.
.
.
.
.
.
.
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)
.
.
.
.
.
.
.
.
Assets 1
Cash—non-interest-bearing
.
.
.
.
.
.
.
.
.
.
.
2
Savings and temporary cash investments .
.
.
.
.
.
.
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) .
.
.
.
.
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)
.
.
.
.
.
.
.
.
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)
.
.
.
.
.
.
.
.
Assets 1
Cash—non-interest-bearing
.
.
.
.
.
.
.
.
.
.
.
2
Savings and temporary cash investments .
.
.
.
.
.
.
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) .
.
.
.
.
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)
.
.
.
.
.
.
.
.
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)
.
.
.
.
.
.
.
.
Assets 1
Cash—non-interest-bearing
.
.
.
.
.
.
.
.
.
.
.
2
Savings and temporary cash investments .
.
.
.
.
.
.
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) .
.
.
.
.
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)
.
.
.
.
.
.
.
.
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)
.
.
.
.
.
.
.
.
Assets 1
Cash—non-interest-bearing
.
.
.
.
.
.
.
.
.
.
.
2
Savings and temporary cash investments .
.
.
.
.
.
.
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) .
.
.
.
.
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)
.
.
.
.
.
.
.
.
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)
.
.
.
.
.
.
.
.
Assets 1
Cash—non-interest-bearing
.
.
.
.
.
.
.
.
.
.
.
2
Savings and temporary cash investments .
.
.
.
.
.
.
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) .
.
.
.
.
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)
.
.
.
.
.
.
.
.
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)
.
.
.
.
.
.
.
.
Assets 1
Cash—non-interest-bearing
.
.
.
.
.
.
.
.
.
.
.
2
Savings and temporary cash investments .
.
.
.
.
.
.
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) .
.
.
.
.
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)
.
.
.
.
.
.
.
.
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)
.
.
.
.
.
.
.
.
Assets 1
Cash—non-interest-bearing
.
.
.
.
.
.
.
.
.
.
.
2
Savings and temporary cash investments .
.
.
.
.
.
.
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) .
.
.
.
.
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)
.
.
.
.
.
.
.
.
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)
.
.
.
.
.
.
.
.
Assets 1
Cash—non-interest-bearing
.
.
.
.
.
.
.
.
.
.
.
2
Savings and temporary cash investments .
.
.
.
.
.
.
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) .
.
.
.
.
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)
.
.
.
.
.
.
.
.
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)
.
.
.
.
.
.
.
.
Assets 1
Cash—non-interest-bearing
.
.
.
.
.
.
.
.
.
.
.
2
Savings and temporary cash investments .
.
.
.
.
.
.
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) .
.
.
.
.
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)
.
.
.
.
.
.
.
.
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)
.
.
.
.
.
.
.
.
Assets 1
Cash—non-interest-bearing
.
.
.
.
.
.
.
.
.
.
.
2
Savings and temporary cash investments .
.
.
.
.
.
.
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) .
.
.
.
.
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)
.
.
.
.
.
.
.
.
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)
.
.
.
.
.
.
.
.
Assets 1
Cash—non-interest-bearing
.
.
.
.
.
.
.
.
.
.
.
2
Savings and temporary cash investments .
.
.
.
.
.
.
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) .
.
.
.
.
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)
.
.
.
.
.
.
.
.
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)
.
.
.
.
.
.
.
.
Assets 1
Cash—non-interest-bearing
.
.
.
.
.
.
.
.
.
.
.
2
Savings and temporary cash investments .
.
.
.
.
.
.
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) .
.
.
.
.
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)
.
.
.
.
.
.
.
.
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)
.
.
.
.
.
.
.
.
Assets 1
Cash—non-interest-bearing
.
.
.
.
.
.
.
.
.
.
.
2
Savings and temporary cash investments .
.
.
.
.
.
.
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) .
.
.
.
.
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)
.
.
.
.
.
.
.
.
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)
.
.
.
.
.
.
.
.
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) .
.
.
.
.
.
.
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) .
.
.
.
.
.
.
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) .
.
.
.
.
.
.
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) .
.
.
.
.
.
.
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) .
.
.
.
.
.
.
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) .
.
.
.
.
.
.
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) .
.
.
.
.
.
.
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 .
.
.
.
.
.
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) .
.
.
30
Total liabilities and net assets/fund balances(see
instructions) .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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 .
.
.
.
.
.
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) .
.
.
30
Total liabilities and net assets/fund balances(see
instructions) .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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 .
.
.
.
.
.
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) .
.
.
30
Total liabilities and net assets/fund balances(see
instructions) .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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 .
.
.
.
.
.
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) .
.
.
30
Total liabilities and net assets/fund balances(see
instructions) .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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 .
.
.
.
.
.
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) .
.
.
30
Total liabilities and net assets/fund balances(see
instructions) .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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 .
.
.
.
.
.
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) .
.
.
30
Total liabilities and net assets/fund balances(see
instructions) .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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 .
.
.
.
.
.
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) .
.
.
30
Total liabilities and net assets/fund balances(see
instructions) .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.

1 Total net assets or fund balances at beginning of year—Part II, line 29, column (a) (must agree with end-of-year figure reported on prior year’s return) . . . . . . . . . . . . . . . . . 1 2 Enter amount from Part I, line 27a . . . . . . . . . . . . . . . . . . . . . . 2 3 Other increases not included on line 2 (itemize) 3 4 Add lines 1, 2, and 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 5 Decreases not included on line 2 (itemize) 5 6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) . . 6

Form 990-PF (2025)

Form 990-PF (2025) Page 3

Form 990-PF (2025) Page 4 Part VI-A Statements Regarding Activities

1 a During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it
participate or intervene in any political campaign? . . . . . . . . . . . . . . . . . . .
b Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the
instructions for the definition . . . . . . . . . . . . . . . . . . . . . . . . . .
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c Did the foundation file Form 1120-POL for this year? . . . . . . . . . . . . . . . . . .
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? . . . .
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 .
4a Did the foundation have unrelated business gross income of $1,000 or more during the year? . . . . .
b If “Yes,” has it filed a tax return on Form 990-T for this year? . . . . . . . . . . . . . . . .
5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? . . . . .
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:
• By language in the governing instrument, or
• By state legislation that effectively amends the governing instrument so that no mandatory directions that
conflict with the state law remain in the governing instrument? . . . . . . . . . . . . . . .
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
8a Enter the states to which the foundation reports or with which it is registered. See instructions.
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 . . . . .
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 tax year beginning in 2025? See the instructions for Part XIII. If “Yes,”
complete Part XIII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10 Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their
names and addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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 . . . . . . . . . . .
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 . . . . . . . . . . .
13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		 Yes No

|1 aDuring the tax year, did the foundation attempt to influence any national, state, or local legislation or did it
participate or intervene in any political campaign?
.
.
.
.
.
.
.
.
.
.
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.
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.
b Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the
instructions for the definition
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.
If the answer is “Yes” to1aor1b, 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 fileForm 1120-POLfor this year?
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.
.
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.
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.
.
.
.
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? .
.
.
.
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 .
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year? .
.
.
.
.
b
If “Yes,” has it filed a tax return onForm 990-Tfor this year? .
.
.
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.
.
.
.
.
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.
.
.
.
.
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:
• By language in the governing instrument, or
• By state legislation that effectively amends the governing instrument so that no mandatory directions that
conflict with the state law remain in the governing instrument?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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
8a
Enter the states to which the foundation reports or with which it is registered. See instructions.
**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 .
.
.
.
.
**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 tax year beginning in 2025? See the instructions for Part XIII. If “Yes,”
complete Part XIII .
.
.
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.
10
Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their
names and addresses .
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.
.
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
.
.
.
.
.
.
.
.
.
.
.
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 .
.
.
.
.
.
.
.
.
.
.
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?|1a|||

|1 aDuring the tax year, did the foundation attempt to influence any national, state, or local legislation or did it
participate or intervene in any political campaign?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the
instructions for the definition
.
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.
.
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.
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.
.
If the answer is “Yes” to1aor1b, 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 fileForm 1120-POLfor this year?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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? .
.
.
.
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 .
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year? .
.
.
.
.
b
If “Yes,” has it filed a tax return onForm 990-Tfor this year? .
.
.
.
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.
.
.
.
.
.
.
.
.
.
.
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.
.
.
.
.
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:
• By language in the governing instrument, or
• By state legislation that effectively amends the governing instrument so that no mandatory directions that
conflict with the state law remain in the governing instrument?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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
8a
Enter the states to which the foundation reports or with which it is registered. See instructions.
**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 .
.
.
.
.
**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 tax year beginning in 2025? See the instructions for Part XIII. If “Yes,”
complete Part XIII .
.
.
.
.
.
.
.
.
.
.
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.
.
.
.
.
.
.
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.
.
.
.
.
.
.
.
10
Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their
names and addresses .
.
.
.
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.
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.
.
.
.
.
.
.
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
.
.
.
.
.
.
.
.
.
.
.
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 .
.
.
.
.
.
.
.
.
.
.
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?|1b|||

|1 aDuring the tax year, did the foundation attempt to influence any national, state, or local legislation or did it
participate or intervene in any political campaign?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the
instructions for the definition
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
If the answer is “Yes” to1aor1b, 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 fileForm 1120-POLfor this year?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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? .
.
.
.
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 .
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year? .
.
.
.
.
b
If “Yes,” has it filed a tax return onForm 990-Tfor this year? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.
.
.
.
.
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:
• By language in the governing instrument, or
• By state legislation that effectively amends the governing instrument so that no mandatory directions that
conflict with the state law remain in the governing instrument?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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
8a
Enter the states to which the foundation reports or with which it is registered. See instructions.
**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 .
.
.
.
.
**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 tax year beginning in 2025? See the instructions for Part XIII. If “Yes,”
complete Part XIII .
.
.
.
.
.
.
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.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
10
Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their
names and addresses .
.
.
.
.
.
.
.
.
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.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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
.
.
.
.
.
.
.
.
.
.
.
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 .
.
.
.
.
.
.
.
.
.
.
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?|1c|||

|1 aDuring the tax year, did the foundation attempt to influence any national, state, or local legislation or did it
participate or intervene in any political campaign?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the
instructions for the definition
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
If the answer is “Yes” to1aor1b, 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 fileForm 1120-POLfor this year?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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? .
.
.
.
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 .
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year? .
.
.
.
.
b
If “Yes,” has it filed a tax return onForm 990-Tfor this year? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.
.
.
.
.
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:
• By language in the governing instrument, or
• By state legislation that effectively amends the governing instrument so that no mandatory directions that
conflict with the state law remain in the governing instrument?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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
8a
Enter the states to which the foundation reports or with which it is registered. See instructions.
**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 .
.
.
.
.
**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 tax year beginning in 2025? See the instructions for Part XIII. If “Yes,”
complete Part XIII .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
10
Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their
names and addresses .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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
.
.
.
.
.
.
.
.
.
.
.
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 .
.
.
.
.
.
.
.
.
.
.
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?|2|||

|1 aDuring the tax year, did the foundation attempt to influence any national, state, or local legislation or did it
participate or intervene in any political campaign?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the
instructions for the definition
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
If the answer is “Yes” to1aor1b, 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 fileForm 1120-POLfor this year?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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? .
.
.
.
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 .
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year? .
.
.
.
.
b
If “Yes,” has it filed a tax return onForm 990-Tfor this year? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.
.
.
.
.
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:
• By language in the governing instrument, or
• By state legislation that effectively amends the governing instrument so that no mandatory directions that
conflict with the state law remain in the governing instrument?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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
8a
Enter the states to which the foundation reports or with which it is registered. See instructions.
**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 .
.
.
.
.
**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 tax year beginning in 2025? See the instructions for Part XIII. If “Yes,”
complete Part XIII .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
10
Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their
names and addresses .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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
.
.
.
.
.
.
.
.
.
.
.
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 .
.
.
.
.
.
.
.
.
.
.
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?|3|||

|1 aDuring the tax year, did the foundation attempt to influence any national, state, or local legislation or did it
participate or intervene in any political campaign?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the
instructions for the definition
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
If the answer is “Yes” to1aor1b, 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 fileForm 1120-POLfor this year?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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? .
.
.
.
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 .
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year? .
.
.
.
.
b
If “Yes,” has it filed a tax return onForm 990-Tfor this year? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.
.
.
.
.
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:
• By language in the governing instrument, or
• By state legislation that effectively amends the governing instrument so that no mandatory directions that
conflict with the state law remain in the governing instrument?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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
8a
Enter the states to which the foundation reports or with which it is registered. See instructions.
**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 .
.
.
.
.
**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 tax year beginning in 2025? See the instructions for Part XIII. If “Yes,”
complete Part XIII .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
10
Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their
names and addresses .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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
.
.
.
.
.
.
.
.
.
.
.
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 .
.
.
.
.
.
.
.
.
.
.
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?|4a|||

|1 aDuring the tax year, did the foundation attempt to influence any national, state, or local legislation or did it
participate or intervene in any political campaign?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the
instructions for the definition
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
If the answer is “Yes” to1aor1b, 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 fileForm 1120-POLfor this year?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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? .
.
.
.
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 .
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year? .
.
.
.
.
b
If “Yes,” has it filed a tax return onForm 990-Tfor this year? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.
.
.
.
.
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:
• By language in the governing instrument, or
• By state legislation that effectively amends the governing instrument so that no mandatory directions that
conflict with the state law remain in the governing instrument?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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
8a
Enter the states to which the foundation reports or with which it is registered. See instructions.
**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 .
.
.
.
.
**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 tax year beginning in 2025? See the instructions for Part XIII. If “Yes,”
complete Part XIII .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
10
Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their
names and addresses .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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
.
.
.
.
.
.
.
.
.
.
.
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 .
.
.
.
.
.
.
.
.
.
.
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?|4b|||

|1 aDuring the tax year, did the foundation attempt to influence any national, state, or local legislation or did it
participate or intervene in any political campaign?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the
instructions for the definition
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
If the answer is “Yes” to1aor1b, 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 fileForm 1120-POLfor this year?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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? .
.
.
.
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 .
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year? .
.
.
.
.
b
If “Yes,” has it filed a tax return onForm 990-Tfor this year? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.
.
.
.
.
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:
• By language in the governing instrument, or
• By state legislation that effectively amends the governing instrument so that no mandatory directions that
conflict with the state law remain in the governing instrument?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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
8a
Enter the states to which the foundation reports or with which it is registered. See instructions.
**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 .
.
.
.
.
**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 tax year beginning in 2025? See the instructions for Part XIII. If “Yes,”
complete Part XIII .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
10
Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their
names and addresses .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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
.
.
.
.
.
.
.
.
.
.
.
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 .
.
.
.
.
.
.
.
.
.
.
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?|5|||

|1 aDuring the tax year, did the foundation attempt to influence any national, state, or local legislation or did it
participate or intervene in any political campaign?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the
instructions for the definition
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
If the answer is “Yes” to1aor1b, 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 fileForm 1120-POLfor this year?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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? .
.
.
.
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 .
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year? .
.
.
.
.
b
If “Yes,” has it filed a tax return onForm 990-Tfor this year? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.
.
.
.
.
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:
• By language in the governing instrument, or
• By state legislation that effectively amends the governing instrument so that no mandatory directions that
conflict with the state law remain in the governing instrument?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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
8a
Enter the states to which the foundation reports or with which it is registered. See instructions.
**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 .
.
.
.
.
**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 tax year beginning in 2025? See the instructions for Part XIII. If “Yes,”
complete Part XIII .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
10
Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their
names and addresses .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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
.
.
.
.
.
.
.
.
.
.
.
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 .
.
.
.
.
.
.
.
.
.
.
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?|6|||

|1 aDuring the tax year, did the foundation attempt to influence any national, state, or local legislation or did it
participate or intervene in any political campaign?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the
instructions for the definition
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
If the answer is “Yes” to1aor1b, 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 fileForm 1120-POLfor this year?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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? .
.
.
.
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 .
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year? .
.
.
.
.
b
If “Yes,” has it filed a tax return onForm 990-Tfor this year? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.
.
.
.
.
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:
• By language in the governing instrument, or
• By state legislation that effectively amends the governing instrument so that no mandatory directions that
conflict with the state law remain in the governing instrument?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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
8a
Enter the states to which the foundation reports or with which it is registered. See instructions.
**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 .
.
.
.
.
**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 tax year beginning in 2025? See the instructions for Part XIII. If “Yes,”
complete Part XIII .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
10
Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their
names and addresses .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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
.
.
.
.
.
.
.
.
.
.
.
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 .
.
.
.
.
.
.
.
.
.
.
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?|7|||

|1 aDuring the tax year, did the foundation attempt to influence any national, state, or local legislation or did it
participate or intervene in any political campaign?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the
instructions for the definition
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
If the answer is “Yes” to1aor1b, 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 fileForm 1120-POLfor this year?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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? .
.
.
.
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 .
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year? .
.
.
.
.
b
If “Yes,” has it filed a tax return onForm 990-Tfor this year? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.
.
.
.
.
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:
• By language in the governing instrument, or
• By state legislation that effectively amends the governing instrument so that no mandatory directions that
conflict with the state law remain in the governing instrument?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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
8a
Enter the states to which the foundation reports or with which it is registered. See instructions.
**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 .
.
.
.
.
**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 tax year beginning in 2025? See the instructions for Part XIII. If “Yes,”
complete Part XIII .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
10
Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their
names and addresses .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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
.
.
.
.
.
.
.
.
.
.
.
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 .
.
.
.
.
.
.
.
.
.
.
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?|8b|||

|1 aDuring the tax year, did the foundation attempt to influence any national, state, or local legislation or did it
participate or intervene in any political campaign?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the
instructions for the definition
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
If the answer is “Yes” to1aor1b, 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 fileForm 1120-POLfor this year?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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? .
.
.
.
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 .
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year? .
.
.
.
.
b
If “Yes,” has it filed a tax return onForm 990-Tfor this year? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.
.
.
.
.
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:
• By language in the governing instrument, or
• By state legislation that effectively amends the governing instrument so that no mandatory directions that
conflict with the state law remain in the governing instrument?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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
8a
Enter the states to which the foundation reports or with which it is registered. See instructions.
**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 .
.
.
.
.
**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 tax year beginning in 2025? See the instructions for Part XIII. If “Yes,”
complete Part XIII .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
10
Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their
names and addresses .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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
.
.
.
.
.
.
.
.
.
.
.
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 .
.
.
.
.
.
.
.
.
.
.
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?|9|||

|1 aDuring the tax year, did the foundation attempt to influence any national, state, or local legislation or did it
participate or intervene in any political campaign?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the
instructions for the definition
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
If the answer is “Yes” to1aor1b, 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 fileForm 1120-POLfor this year?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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? .
.
.
.
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 .
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year? .
.
.
.
.
b
If “Yes,” has it filed a tax return onForm 990-Tfor this year? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.
.
.
.
.
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:
• By language in the governing instrument, or
• By state legislation that effectively amends the governing instrument so that no mandatory directions that
conflict with the state law remain in the governing instrument?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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
8a
Enter the states to which the foundation reports or with which it is registered. See instructions.
**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 .
.
.
.
.
**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 tax year beginning in 2025? See the instructions for Part XIII. If “Yes,”
complete Part XIII .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
10
Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their
names and addresses .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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
.
.
.
.
.
.
.
.
.
.
.
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 .
.
.
.
.
.
.
.
.
.
.
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?|10|||

|1 aDuring the tax year, did the foundation attempt to influence any national, state, or local legislation or did it
participate or intervene in any political campaign?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the
instructions for the definition
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
If the answer is “Yes” to1aor1b, 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 fileForm 1120-POLfor this year?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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? .
.
.
.
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 .
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year? .
.
.
.
.
b
If “Yes,” has it filed a tax return onForm 990-Tfor this year? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.
.
.
.
.
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:
• By language in the governing instrument, or
• By state legislation that effectively amends the governing instrument so that no mandatory directions that
conflict with the state law remain in the governing instrument?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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
8a
Enter the states to which the foundation reports or with which it is registered. See instructions.
**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 .
.
.
.
.
**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 tax year beginning in 2025? See the instructions for Part XIII. If “Yes,”
complete Part XIII .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
10
Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their
names and addresses .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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
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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 .
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13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?|11|||

|1 aDuring the tax year, did the foundation attempt to influence any national, state, or local legislation or did it
participate or intervene in any political campaign?
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b Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the
instructions for the definition
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If the answer is “Yes” to1aor1b, 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 fileForm 1120-POLfor this year?
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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? .
.
.
.
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 .
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year? .
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b
If “Yes,” has it filed a tax return onForm 990-Tfor this year? .
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5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
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.
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:
• By language in the governing instrument, or
• By state legislation that effectively amends the governing instrument so that no mandatory directions that
conflict with the state law remain in the governing instrument?
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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
8a
Enter the states to which the foundation reports or with which it is registered. See instructions.
**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 .
.
.
.
.
**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 tax year beginning in 2025? See the instructions for Part XIII. If “Yes,”
complete Part XIII .
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10
Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their
names and addresses .
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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
.
.
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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 .
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13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?|12|||

|1 aDuring the tax year, did the foundation attempt to influence any national, state, or local legislation or did it
participate or intervene in any political campaign?
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b Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the
instructions for the definition
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If the answer is “Yes” to1aor1b, 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 fileForm 1120-POLfor this year?
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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? .
.
.
.
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 .
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year? .
.
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b
If “Yes,” has it filed a tax return onForm 990-Tfor this year? .
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5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
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.
.
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:
• By language in the governing instrument, or
• By state legislation that effectively amends the governing instrument so that no mandatory directions that
conflict with the state law remain in the governing instrument?
.
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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
8a
Enter the states to which the foundation reports or with which it is registered. See instructions.
**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 .
.
.
.
.
**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 tax year beginning in 2025? See the instructions for Part XIII. If “Yes,”
complete Part XIII .
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10
Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their
names and addresses .
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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
.
.
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.
.
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 .
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13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?|13|||

Website address 14 The books are in care of Telephone no. Located at ZIP+4

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.
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? . . . . . . .
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified
person? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? . . . . . . .
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? . . . . . . .
(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)? . . . . . . . . . . . . . . . . . . . . . . . . .
(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.) . . . . . . . . . . . . . . . . . . . . . . . . .
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 . .
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? . . . . . . . . . . .
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? 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.) . . . . . . . . . . . . .
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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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.) . . . . . . . . . . . . . . . . . . .
4a Did the foundation invest during the year any amount in a manner that would jeopardize its charitable
purposes? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .		 1a(1) Yes No

|File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
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?
.
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.
.
(2)Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified
person? .
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(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? .
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.
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
.
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.
.
(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)? .
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(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.)
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b
If any answer is “Yes” to 1a(1)–(6), didany 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 .
.
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?
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.
.
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? If “Yes,” list the years .
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20
, 20
, 20
, 20
b
Are there any years listed in 2a for which the foundation isnot 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.) .
.
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c
If the provisions of section 4942(a)(2) are being applied toany 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?
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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.).
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4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable
purposes?
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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? .
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|1a(1)|||

|File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
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?
.
.
.
.
.
.
.
(2)Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified
person? .
.
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.
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? .
.
.
.
.
.
.
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
.
.
.
.
.
.
.
(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)? .
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.
(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.)
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b
If any answer is “Yes” to 1a(1)–(6), didany 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 .
.
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?
.
.
.
.
.
.
.
.
.
.
.
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? If “Yes,” list the years .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
20
, 20
, 20
, 20
b
Are there any years listed in 2a for which the foundation isnot 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.) .
.
.
.
.
.
.
.
.
.
.
.
.
c
If the provisions of section 4942(a)(2) are being applied toany 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?
.
.
.
.
.
.
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.
.
.
.
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.).
.
.
.
.
.
.
.
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.
.
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable
purposes?
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.
.
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? .
.
.
.
.
.
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.
.
|1a(2)|||

|File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
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?
.
.
.
.
.
.
.
(2)Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified
person? .
.
.
.
.
.
.
.
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.
.
.
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? .
.
.
.
.
.
.
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
.
.
.
.
.
.
.
(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)? .
.
.
.
.
.
.
.
.
.
.
.
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.
.
.
.
.
(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.)
.
.
.
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.
.
b
If any answer is “Yes” to 1a(1)–(6), didany 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 .
.
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?
.
.
.
.
.
.
.
.
.
.
.
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? If “Yes,” list the years .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
20
, 20
, 20
, 20
b
Are there any years listed in 2a for which the foundation isnot 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.) .
.
.
.
.
.
.
.
.
.
.
.
.
c
If the provisions of section 4942(a)(2) are being applied toany 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?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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.).
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable
purposes?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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.
.
.
.
.
.
.
|1a(3)|||

|File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
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?
.
.
.
.
.
.
.
(2)Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified
person? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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.
.
.
.
.
.
.
.
.
.
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? .
.
.
.
.
.
.
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
.
.
.
.
.
.
.
(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)? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
(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.)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b
If any answer is “Yes” to 1a(1)–(6), didany 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 .
.
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?
.
.
.
.
.
.
.
.
.
.
.
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? If “Yes,” list the years .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
20
, 20
, 20
, 20
b
Are there any years listed in 2a for which the foundation isnot 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.) .
.
.
.
.
.
.
.
.
.
.
.
.
c
If the provisions of section 4942(a)(2) are being applied toany 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?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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.).
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable
purposes?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
|1a(4)|||

|File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
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?
.
.
.
.
.
.
.
(2)Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified
person? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? .
.
.
.
.
.
.
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
.
.
.
.
.
.
.
(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)? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
(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.)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b
If any answer is “Yes” to 1a(1)–(6), didany 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 .
.
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?
.
.
.
.
.
.
.
.
.
.
.
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? If “Yes,” list the years .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
20
, 20
, 20
, 20
b
Are there any years listed in 2a for which the foundation isnot 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.) .
.
.
.
.
.
.
.
.
.
.
.
.
c
If the provisions of section 4942(a)(2) are being applied toany 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?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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.).
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable
purposes?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
|1a(5)|||

|File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
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?
.
.
.
.
.
.
.
(2)Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified
person? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? .
.
.
.
.
.
.
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
.
.
.
.
.
.
.
(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)? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
(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.)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b
If any answer is “Yes” to 1a(1)–(6), didany 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 .
.
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?
.
.
.
.
.
.
.
.
.
.
.
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? If “Yes,” list the years .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
20
, 20
, 20
, 20
b
Are there any years listed in 2a for which the foundation isnot 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.) .
.
.
.
.
.
.
.
.
.
.
.
.
c
If the provisions of section 4942(a)(2) are being applied toany 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?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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.).
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable
purposes?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
|1a(6)|||

|File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
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?
.
.
.
.
.
.
.
(2)Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified
person? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? .
.
.
.
.
.
.
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
.
.
.
.
.
.
.
(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)? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
(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.)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b
If any answer is “Yes” to 1a(1)–(6), didany 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 .
.
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?
.
.
.
.
.
.
.
.
.
.
.
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? If “Yes,” list the years .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
20
, 20
, 20
, 20
b
Are there any years listed in 2a for which the foundation isnot 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.) .
.
.
.
.
.
.
.
.
.
.
.
.
c
If the provisions of section 4942(a)(2) are being applied toany 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?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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.).
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable
purposes?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
|1b|||

|File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
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?
.
.
.
.
.
.
.
(2)Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified
person? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? .
.
.
.
.
.
.
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
.
.
.
.
.
.
.
(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)? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
(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.)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b
If any answer is “Yes” to 1a(1)–(6), didany 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 .
.
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?
.
.
.
.
.
.
.
.
.
.
.
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? If “Yes,” list the years .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
20
, 20
, 20
, 20
b
Are there any years listed in 2a for which the foundation isnot 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.) .
.
.
.
.
.
.
.
.
.
.
.
.
c
If the provisions of section 4942(a)(2) are being applied toany 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?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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.).
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable
purposes?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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? .
.
.
.
.
.
.
.
.
.
.
.
.
.
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.
.
.
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.
.
.
.
.
|1d|||

|File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
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?
.
.
.
.
.
.
.
(2)Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified
person? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? .
.
.
.
.
.
.
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
.
.
.
.
.
.
.
(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)? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
(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.)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b
If any answer is “Yes” to 1a(1)–(6), didany 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 .
.
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?
.
.
.
.
.
.
.
.
.
.
.
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? If “Yes,” list the years .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
20
, 20
, 20
, 20
b
Are there any years listed in 2a for which the foundation isnot 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.) .
.
.
.
.
.
.
.
.
.
.
.
.
c
If the provisions of section 4942(a)(2) are being applied toany 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?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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.).
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable
purposes?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
|2a|||

|File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
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?
.
.
.
.
.
.
.
(2)Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified
person? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? .
.
.
.
.
.
.
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
.
.
.
.
.
.
.
(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)? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
(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.)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b
If any answer is “Yes” to 1a(1)–(6), didany 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 .
.
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?
.
.
.
.
.
.
.
.
.
.
.
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? If “Yes,” list the years .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
20
, 20
, 20
, 20
b
Are there any years listed in 2a for which the foundation isnot 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.) .
.
.
.
.
.
.
.
.
.
.
.
.
c
If the provisions of section 4942(a)(2) are being applied toany 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?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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.).
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable
purposes?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
|2b|||

|File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
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?
.
.
.
.
.
.
.
(2)Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified
person? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? .
.
.
.
.
.
.
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
.
.
.
.
.
.
.
(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)? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
(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.)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b
If any answer is “Yes” to 1a(1)–(6), didany 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 .
.
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?
.
.
.
.
.
.
.
.
.
.
.
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? If “Yes,” list the years .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
20
, 20
, 20
, 20
b
Are there any years listed in 2a for which the foundation isnot 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.) .
.
.
.
.
.
.
.
.
.
.
.
.
c
If the provisions of section 4942(a)(2) are being applied toany 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?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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.).
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable
purposes?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
|3a|||

|File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
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?
.
.
.
.
.
.
.
(2)Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified
person? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? .
.
.
.
.
.
.
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
.
.
.
.
.
.
.
(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)? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
(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.)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b
If any answer is “Yes” to 1a(1)–(6), didany 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 .
.
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?
.
.
.
.
.
.
.
.
.
.
.
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? If “Yes,” list the years .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
20
, 20
, 20
, 20
b
Are there any years listed in 2a for which the foundation isnot 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.) .
.
.
.
.
.
.
.
.
.
.
.
.
c
If the provisions of section 4942(a)(2) are being applied toany 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?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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.).
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable
purposes?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
|3b|||

|File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
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?
.
.
.
.
.
.
.
(2)Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified
person? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? .
.
.
.
.
.
.
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
.
.
.
.
.
.
.
(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)? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
(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.)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b
If any answer is “Yes” to 1a(1)–(6), didany 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 .
.
c
Organizations relying on a current notice regarding disaster assistance, check here
.
.
.
.
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.
.

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?
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.
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? If “Yes,” list the years .
.
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.
20
, 20
, 20
, 20
b
Are there any years listed in 2a for which the foundation isnot 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.) .
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c
If the provisions of section 4942(a)(2) are being applied toany 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?
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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.).
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4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable
purposes?
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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? .
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|4a|||

|File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
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?
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.
(2)Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified
person? .
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(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? .
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.
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
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.
(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)? .
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(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.)
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b
If any answer is “Yes” to 1a(1)–(6), didany 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 .
.
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?
.
.
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.
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.
.
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? If “Yes,” list the years .
.
.
.
.
.
.
.
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.
.
.
.
.
.
20
, 20
, 20
, 20
b
Are there any years listed in 2a for which the foundation isnot 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.) .
.
.
.
.
.
.
.
.
.
.
.
.
c
If the provisions of section 4942(a)(2) are being applied toany 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?
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.
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.).
.
.
.
.
.
.
.
.
.
.
.
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.
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable
purposes?
.
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.
.
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? .
.
.
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|4b
|||

Form 990-PF (2025) Page 6

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

(c) Compensation

enter -0-.)

(d) Contributions to employee benefit plans and deferred compensation

(e) Expense account,

other allowances

(a) Name and address

(b) Title, and average

hours per week devoted to position

(If not paid,

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

(d) Contributions to

employee benefit plans and deferred

compensation

(e) Expense account,

other allowances

(a) Name and address of each employee paid more than $50,000

(b) Title, and average

hours per week devoted to position

(c) Compensation

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.”

Form 990-PF (2025) Page 8 Part IX Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Form 990-PF (2025) Page 9 Part XII Undistributed Income (see instructions)

1 Distributable amount for 2025 from Part X, line 7
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 . . . . . .
e From 2024 . . . . . .
f Total of lines 3a through 3e . . . . . .
4 Qualifying distributions for 2025 from Part XI,
line 4: $
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) . . . . . .
d Applied to 2025 distributable amount . .
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).) . .
6 Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
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 . . . . . . . . .
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 . . .
10 Analysis of line 9:
a Excess from 2021 . . . .
b Excess from 2022 . . . .
c Excess from 2023 . . . .
d Excess from 2024 . . . .
e Excess from 2025 . . . .		 (a)
Corpus		 (b)
Years prior to 2024		 (c)
2024		 (d)
2025
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.		 1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.
1 Distributable amount for 2025 from Part X, line 7
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 . . . . . .
e From 2024 . . . . . .
f Total of lines 3a through 3e . . . . . .
4 Qualifying distributions for 2025 from Part XI,
line 4: $
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) . . . . . .
d Applied to 2025 distributable amount . .
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).) . .
6 Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
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 . . . . . . . . .
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 . . .
10 Analysis of line 9:
a Excess from 2021 . . . .
b Excess from 2022 . . . .
c Excess from 2023 . . . .
d Excess from 2024 . . . .
e Excess from 2025 . . . .		 (a)
Corpus		 (b)
Years prior to 2024		 (c)
2024		 (d)
2025
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.		 1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.
1 Distributable amount for 2025 from Part X, line 7
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 . . . . . .
e From 2024 . . . . . .
f Total of lines 3a through 3e . . . . . .
4 Qualifying distributions for 2025 from Part XI,
line 4: $
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) . . . . . .
d Applied to 2025 distributable amount . .
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).) . .
6 Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
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 . . . . . . . . .
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 . . .
10 Analysis of line 9:
a Excess from 2021 . . . .
b Excess from 2022 . . . .
c Excess from 2023 . . . .
d Excess from 2024 . . . .
e Excess from 2025 . . . .		 (a)
Corpus		 (b)
Years prior to 2024		 (c)
2024		 (d)
2025
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.		 1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.
1 Distributable amount for 2025 from Part X, line 7
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 . . . . . .
e From 2024 . . . . . .
f Total of lines 3a through 3e . . . . . .
4 Qualifying distributions for 2025 from Part XI,
line 4: $
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) . . . . . .
d Applied to 2025 distributable amount . .
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).) . .
6 Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
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 . . . . . . . . .
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 . . .
10 Analysis of line 9:
a Excess from 2021 . . . .
b Excess from 2022 . . . .
c Excess from 2023 . . . .
d Excess from 2024 . . . .
e Excess from 2025 . . . .		 (a)
Corpus		 (b)
Years prior to 2024		 (c)
2024		 (d)
2025
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.		 1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.
1 Distributable amount for 2025 from Part X, line 7
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 . . . . . .
e From 2024 . . . . . .
f Total of lines 3a through 3e . . . . . .
4 Qualifying distributions for 2025 from Part XI,
line 4: $
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) . . . . . .
d Applied to 2025 distributable amount . .
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).) . .
6 Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
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 . . . . . . . . .
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 . . .
10 Analysis of line 9:
a Excess from 2021 . . . .
b Excess from 2022 . . . .
c Excess from 2023 . . . .
d Excess from 2024 . . . .
e Excess from 2025 . . . .		 (a)
Corpus		 (b)
Years prior to 2024		 (c)
2024		 (d)
2025
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.
1
Distributable amount for 2025 from Part X, line 7
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
.
.
.
.
.
.
e
From 2024
.
.
.
.
.
.
f
Totalof lines 3a through 3e .
.
.
.
.
.
**4 **
Qualifying distributions for 2025 from Part XI,
line 4: $
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) .
.
.
.
.
.
d
Applied to 2025 distributable amount
.
.
e
Remaining amount distributed out of corpus
**5 **

Excess distributions carryover applied to 2025
(If an amount appears in column (d), the same
amount must be shown in column (a).)
.
.
**6 **
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
**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 .
.
.
.
.
.
.
.
.

**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
.
.
.
10
Analysis of line 9:
a
Excess from 2021 .
.
.
.
b
Excess from 2022 .
.
.
.
c
Excess from 2023 .
.
.
.
d
Excess from 2024 .
.
.
.
e
Excess from 2025 .
.
.
.

Form 990-PF (2025) 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 foundation is a private operating foundation described in section 4942(j)(3) or 4942(j)(5)
2a Enter the lesser of the adjusted net Tax year Prior 3 years
income from Part I or the minimum (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
investment return from Part IX for
each year listed . . . . . . .
b 85% (0.85) of line 2a . . . . .
c Qualifying distributions from Part XI,
line 4, for each year listed . . . .
d Amounts included on 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
on 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 . . .

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 foundation is a private operating foundation described in section
4942(j)(3) or
4942(j)(5)
Tax year
Prior 3 years
(e) Total
**(a)2025
(b)2024
(c)2023
(d)**2022
2a


Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for
each year listed .
.
.
.
.
.
.
b
85% (0.85) of line 2a
.
.
.
.
.
**c **Qualifying distributions from Part XI,
line 4, for each year listed .
.
.
.
d
Amounts included on 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—enter2/3
of minimum investment return shown
on 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 .
.
.

 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 foundation is a private operating foundation described in section
4942(j)(3) or
4942(j)(5)
Tax year
Prior 3 years
(e) Total
**(a)2025
(b)2024
(c)2023
(d)**2022
2a


Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for
each year listed .
.
.
.
.
.
.
b
85% (0.85) of line 2a
.
.
.
.
.
**c **Qualifying distributions from Part XI,
line 4, for each year listed .
.
.
.
d
Amounts included on 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—enter2/3
of minimum investment return shown
on 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 .
.
.

 1a
If the foundation has received a ruling or determination letter that it is a private operating

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 foundation is a private operating foundation described in section
4942(j)(3) or
4942(j)(5)
Tax year
Prior 3 years
(e) Total
**(a)2025
(b)2024
(c)2023
(d)**2022
2a


Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for
each year listed .
.
.
.
.
.
.
b
85% (0.85) of line 2a
.
.
.
.
.
**c **Qualifying distributions from Part XI,
line 4, for each year listed .
.
.
.
d
Amounts included on 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—enter2/3
of minimum investment return shown
on 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 .
.
.

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 foundation is a private operating foundation described in section 4942(j)(3) or 4942(j)(5)
2a Enter the lesser of the adjusted net Tax year Prior 3 years
income from Part I or the minimum (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
investment return from Part IX for
each year listed . . . . . . .
b 85% (0.85) of line 2a . . . . .
c Qualifying distributions from Part XI,
line 4, for each year listed . . . .
d Amounts included on 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
on 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 . . .

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 foundation is a private operating foundation described in section
4942(j)(3) or
4942(j)(5)
Tax year
Prior 3 years
(e) Total
**(a)2025
(b)2024
(c)2023
(d)**2022
2a


Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for
each year listed .
.
.
.
.
.
.
b
85% (0.85) of line 2a
.
.
.
.
.
**c **Qualifying distributions from Part XI,
line 4, for each year listed .
.
.
.
d
Amounts included on 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—enter2/3
of minimum investment return shown
on 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 .
.
.

 Tax year
Prior 3 years
Prior 3 years
Prior 3 years
Prior 3 years
Prior 3 years

(e) Total

(e) Total

(e) Total

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 foundation is a private operating foundation described in section 4942(j)(3) or 4942(j)(5)
2a Enter the lesser of the adjusted net Tax year Prior 3 years
income from Part I or the minimum (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
investment return from Part IX for
each year listed . . . . . . .
b 85% (0.85) of line 2a . . . . .
c Qualifying distributions from Part XI,
line 4, for each year listed . . . .
d Amounts included on 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
on 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 . . .

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 foundation is a private operating foundation described in section
4942(j)(3) or
4942(j)(5)
Tax year
Prior 3 years
(e) Total
**(a)2025
(b)2024
(c)2023
(d)**2022
2a


Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for
each year listed .
.
.
.
.
.
.
b
85% (0.85) of line 2a
.
.
.
.
.
**c **Qualifying distributions from Part XI,
line 4, for each year listed .
.
.
.
d
Amounts included on 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—enter2/3
of minimum investment return shown
on 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 .
.
.

 **(a)**2025 **(b)**2024 **(c)**2023 **(d)**2022 **(d)**2022 **(d)**2022 **(d)**2022 **(d)**2022 **(d)**2022
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 foundation is a private operating foundation described in section
4942(j)(3) or
4942(j)(5)
Tax year
Prior 3 years
(e) Total
**(a)2025
(b)2024
(c)2023
(d)**2022
2a


Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for
each year listed .
.
.
.
.
.
.
b
85% (0.85) of line 2a
.
.
.
.
.
**c **Qualifying distributions from Part XI,
line 4, for each year listed .
.
.
.
d
Amounts included on 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—enter2/3
of minimum investment return shown
on 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 .
.
.

any time during the year—see instructions.) 1 Information Regarding Foundation Managers: a List 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).)

b List 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.

2 Information 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. a The name, address, and telephone number or email address of the person to whom applications should be addressed:

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

c Any submission deadlines:

d Any 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)
a Paid during the year


Total
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3a
bApproved for future payment
Total
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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.
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.
.
.
.
.
.
3b

Form 990-PF (2025) Page 12 Part XV-A Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514
(e)
Related or exempt
(a) (b) (c) (d)
function income
Business code Amount Exclusion code Amount
(See instructions.)
1 Program service revenue:
a
b
c
d
e
f
g Fees and contracts from government agencies
2 Membership dues and assessments . . . .
3 Interest on savings and temporary cash investments
4 Dividends and interest from securities . . . .
5 Net rental income or (loss) from real estate:
a Debt-financed property . . . . . . .
b Not 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
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) . . . .
13 Total. Add line 12, columns (b), (d), and (e) . . . . . . . . . . . . . . . . . . 13		 Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
(e)
Related or exempt
function income
(See instructions.)
1 Program service revenue:
a
b
c
d
e
f
g
Fees and contracts from government agencies
2 Membership dues and assessments
.
.
.
.
3
Interest on savings and temporary cash investments
4 Dividends and interest from securities .
.
.
.
5 Net rental income or (loss) from real estate:
a
Debt-financed property
.
.
.
.
.
.
.
Not debt-financed property
.
.
.
.
.
.
b
6 Net rental income or (loss) from personal property
7 Other investment income .
.
.
.
.
.
.
.
8
Gain or (loss) from sales of assets other than inventory
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) .
.
.
.
**13 Total.**Add line 12, columns (b), (d), and (e)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13		 (a)
Business code		 (b)
Amount		 (c)
Exclusion code		 (d)
Amount		 (d)
Amount		 (d)
Amount
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
(e)
Related or exempt
function income
(See instructions.)
1 Program service revenue:
a
b
c
d
e
f
g
Fees and contracts from government agencies
2 Membership dues and assessments
.
.
.
.
3
Interest on savings and temporary cash investments
4 Dividends and interest from securities .
.
.
.
5 Net rental income or (loss) from real estate:
a
Debt-financed property
.
.
.
.
.
.
.
Not debt-financed property
.
.
.
.
.
.
b
6 Net rental income or (loss) from personal property
7 Other investment income .
.
.
.
.
.
.
.
8
Gain or (loss) from sales of assets other than inventory
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) .
.
.
.
**13 Total.**Add line 12, columns (b), (d), and (e)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
(e)
Related or exempt
function income
(See instructions.)
1 Program service revenue:
a
b
c
d
e
f
g
Fees and contracts from government agencies
2 Membership dues and assessments
.
.
.
.
3
Interest on savings and temporary cash investments
4 Dividends and interest from securities .
.
.
.
5 Net rental income or (loss) from real estate:
a
Debt-financed property
.
.
.
.
.
.
.
Not debt-financed property
.
.
.
.
.
.
b
6 Net rental income or (loss) from personal property
7 Other investment income .
.
.
.
.
.
.
.
8
Gain or (loss) from sales of assets other than inventory
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) .
.
.
.
**13 Total.**Add line 12, columns (b), (d), and (e)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
(e)
Related or exempt
function income
(See instructions.)
1 Program service revenue:
a
b
c
d
e
f
g
Fees and contracts from government agencies
2 Membership dues and assessments
.
.
.
.
3
Interest on savings and temporary cash investments
4 Dividends and interest from securities .
.
.
.
5 Net rental income or (loss) from real estate:
a
Debt-financed property
.
.
.
.
.
.
.
Not debt-financed property
.
.
.
.
.
.
b
6 Net rental income or (loss) from personal property
7 Other investment income .
.
.
.
.
.
.
.
8
Gain or (loss) from sales of assets other than inventory
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) .
.
.
.
**13 Total.**Add line 12, columns (b), (d), and (e)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
(e)
Related or exempt
function income
(See instructions.)
1 Program service revenue:
a
b
c
d
e
f
g
Fees and contracts from government agencies
2 Membership dues and assessments
.
.
.
.
3
Interest on savings and temporary cash investments
4 Dividends and interest from securities .
.
.
.
5 Net rental income or (loss) from real estate:
a
Debt-financed property
.
.
.
.
.
.
.
Not debt-financed property
.
.
.
.
.
.
b
6 Net rental income or (loss) from personal property
7 Other investment income .
.
.
.
.
.
.
.
8
Gain or (loss) from sales of assets other than inventory
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) .
.
.
.
**13 Total.**Add line 12, columns (b), (d), and (e)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
(e)
Related or exempt
function income
(See instructions.)
1 Program service revenue:
a
b
c
d
e
f
g
Fees and contracts from government agencies
2 Membership dues and assessments
.
.
.
.
3
Interest on savings and temporary cash investments
4 Dividends and interest from securities .
.
.
.
5 Net rental income or (loss) from real estate:
a
Debt-financed property
.
.
.
.
.
.
.
Not debt-financed property
.
.
.
.
.
.
b
6 Net rental income or (loss) from personal property
7 Other investment income .
.
.
.
.
.
.
.
8
Gain or (loss) from sales of assets other than inventory
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) .
.
.
.
**13 Total.**Add line 12, columns (b), (d), and (e)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
(e)
Related or exempt
function income
(See instructions.)
1 Program service revenue:
a
b
c
d
e
f
g
Fees and contracts from government agencies
2 Membership dues and assessments
.
.
.
.
3
Interest on savings and temporary cash investments
4 Dividends and interest from securities .
.
.
.
5 Net rental income or (loss) from real estate:
a
Debt-financed property
.
.
.
.
.
.
.
Not debt-financed property
.
.
.
.
.
.
b
6 Net rental income or (loss) from personal property
7 Other investment income .
.
.
.
.
.
.
.
8
Gain or (loss) from sales of assets other than inventory
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) .
.
.
.
**13 Total.**Add line 12, columns (b), (d), and (e)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
(e)
Related or exempt
function income
(See instructions.)
1 Program service revenue:
a
b
c
d
e
f
g
Fees and contracts from government agencies
2 Membership dues and assessments
.
.
.
.
3
Interest on savings and temporary cash investments
4 Dividends and interest from securities .
.
.
.
5 Net rental income or (loss) from real estate:
a
Debt-financed property
.
.
.
.
.
.
.
Not debt-financed property
.
.
.
.
.
.
b
6 Net rental income or (loss) from personal property
7 Other investment income .
.
.
.
.
.
.
.
8
Gain or (loss) from sales of assets other than inventory
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) .
.
.
.
**13 Total.**Add line 12, columns (b), (d), and (e)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
(e)
Related or exempt
function income
(See instructions.)
1 Program service revenue:
a
b
c
d
e
f
g
Fees and contracts from government agencies
2 Membership dues and assessments
.
.
.
.
3
Interest on savings and temporary cash investments
4 Dividends and interest from securities .
.
.
.
5 Net rental income or (loss) from real estate:
a
Debt-financed property
.
.
.
.
.
.
.
Not debt-financed property
.
.
.
.
.
.
b
6 Net rental income or (loss) from personal property
7 Other investment income .
.
.
.
.
.
.
.
8
Gain or (loss) from sales of assets other than inventory
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) .
.
.
.
**13 Total.**Add line 12, columns (b), (d), and (e)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
(e)
Related or exempt
function income
(See instructions.)
1 Program service revenue:
a
b
c
d
e
f
g
Fees and contracts from government agencies
2 Membership dues and assessments
.
.
.
.
3
Interest on savings and temporary cash investments
4 Dividends and interest from securities .
.
.
.
5 Net rental income or (loss) from real estate:
a
Debt-financed property
.
.
.
.
.
.
.
Not debt-financed property
.
.
.
.
.
.
b
6 Net rental income or (loss) from personal property
7 Other investment income .
.
.
.
.
.
.
.
8
Gain or (loss) from sales of assets other than inventory
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) .
.
.
.
**13 Total.**Add line 12, columns (b), (d), and (e)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
(e)
Related or exempt
function income
(See instructions.)
1 Program service revenue:
a
b
c
d
e
f
g
Fees and contracts from government agencies
2 Membership dues and assessments
.
.
.
.
3
Interest on savings and temporary cash investments
4 Dividends and interest from securities .
.
.
.
5 Net rental income or (loss) from real estate:
a
Debt-financed property
.
.
.
.
.
.
.
Not debt-financed property
.
.
.
.
.
.
b
6 Net rental income or (loss) from personal property
7 Other investment income .
.
.
.
.
.
.
.
8
Gain or (loss) from sales of assets other than inventory
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) .
.
.
.
**13 Total.**Add line 12, columns (b), (d), and (e)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
(e)
Related or exempt
function income
(See instructions.)
1 Program service revenue:
a
b
c
d
e
f
g
Fees and contracts from government agencies
2 Membership dues and assessments
.
.
.
.
3
Interest on savings and temporary cash investments
4 Dividends and interest from securities .
.
.
.
5 Net rental income or (loss) from real estate:
a
Debt-financed property
.
.
.
.
.
.
.
Not debt-financed property
.
.
.
.
.
.
b
6 Net rental income or (loss) from personal property
7 Other investment income .
.
.
.
.
.
.
.
8
Gain or (loss) from sales of assets other than inventory
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) .
.
.
.
**13 Total.**Add line 12, columns (b), (d), and (e)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
(e)
Related or exempt
function income
(See instructions.)
1 Program service revenue:
a
b
c
d
e
f
g
Fees and contracts from government agencies
2 Membership dues and assessments
.
.
.
.
3
Interest on savings and temporary cash investments
4 Dividends and interest from securities .
.
.
.
5 Net rental income or (loss) from real estate:
a
Debt-financed property
.
.
.
.
.
.
.
Not debt-financed property
.
.
.
.
.
.
b
6 Net rental income or (loss) from personal property
7 Other investment income .
.
.
.
.
.
.
.
8
Gain or (loss) from sales of assets other than inventory
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) .
.
.
.
**13 Total.**Add line 12, columns (b), (d), and (e)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
(e)
Related or exempt
function income
(See instructions.)
1 Program service revenue:
a
b
c
d
e
f
g
Fees and contracts from government agencies
2 Membership dues and assessments
.
.
.
.
3
Interest on savings and temporary cash investments
4 Dividends and interest from securities .
.
.
.
5 Net rental income or (loss) from real estate:
a
Debt-financed property
.
.
.
.
.
.
.
Not debt-financed property
.
.
.
.
.
.
b
6 Net rental income or (loss) from personal property
7 Other investment income .
.
.
.
.
.
.
.
8
Gain or (loss) from sales of assets other than inventory
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) .
.
.
.
**13 Total.**Add line 12, columns (b), (d), and (e)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
(e)
Related or exempt
function income
(See instructions.)
1 Program service revenue:
a
b
c
d
e
f
g
Fees and contracts from government agencies
2 Membership dues and assessments
.
.
.
.
3
Interest on savings and temporary cash investments
4 Dividends and interest from securities .
.
.
.
5 Net rental income or (loss) from real estate:
a
Debt-financed property
.
.
.
.
.
.
.
Not debt-financed property
.
.
.
.
.
.
b
6 Net rental income or (loss) from personal property
7 Other investment income .
.
.
.
.
.
.
.
8
Gain or (loss) from sales of assets other than inventory
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) .
.
.
.
**13 Total.**Add line 12, columns (b), (d), and (e)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
(e)
Related or exempt
function income
(See instructions.)
1 Program service revenue:
a
b
c
d
e
f
g
Fees and contracts from government agencies
2 Membership dues and assessments
.
.
.
.
3
Interest on savings and temporary cash investments
4 Dividends and interest from securities .
.
.
.
5 Net rental income or (loss) from real estate:
a
Debt-financed property
.
.
.
.
.
.
.
Not debt-financed property
.
.
.
.
.
.
b
6 Net rental income or (loss) from personal property
7 Other investment income .
.
.
.
.
.
.
.
8
Gain or (loss) from sales of assets other than inventory
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) .
.
.
.
**13 Total.**Add line 12, columns (b), (d), and (e)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
(e)
Related or exempt
function income
(See instructions.)
1 Program service revenue:
a
b
c
d
e
f
g
Fees and contracts from government agencies
2 Membership dues and assessments
.
.
.
.
3
Interest on savings and temporary cash investments
4 Dividends and interest from securities .
.
.
.
5 Net rental income or (loss) from real estate:
a
Debt-financed property
.
.
.
.
.
.
.
Not debt-financed property
.
.
.
.
.
.
b
6 Net rental income or (loss) from personal property
7 Other investment income .
.
.
.
.
.
.
.
8
Gain or (loss) from sales of assets other than inventory
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) .
.
.
.
**13 Total.**Add line 12, columns (b), (d), and (e)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
(e)
Related or exempt
function income
(See instructions.)
1 Program service revenue:
a
b
c
d
e
f
g
Fees and contracts from government agencies
2 Membership dues and assessments
.
.
.
.
3
Interest on savings and temporary cash investments
4 Dividends and interest from securities .
.
.
.
5 Net rental income or (loss) from real estate:
a
Debt-financed property
.
.
.
.
.
.
.
Not debt-financed property
.
.
.
.
.
.
b
6 Net rental income or (loss) from personal property
7 Other investment income .
.
.
.
.
.
.
.
8
Gain or (loss) from sales of assets other than inventory
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) .
.
.
.
**13 Total.**Add line 12, columns (b), (d), and (e)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
(e)
Related or exempt
function income
(See instructions.)
1 Program service revenue:
a
b
c
d
e
f
g
Fees and contracts from government agencies
2 Membership dues and assessments
.
.
.
.
3
Interest on savings and temporary cash investments
4 Dividends and interest from securities .
.
.
.
5 Net rental income or (loss) from real estate:
a
Debt-financed property
.
.
.
.
.
.
.
Not debt-financed property
.
.
.
.
.
.
b
6 Net rental income or (loss) from personal property
7 Other investment income .
.
.
.
.
.
.
.
8
Gain or (loss) from sales of assets other than inventory
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) .
.
.
.
**13 Total.**Add line 12, columns (b), (d), and (e)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
(e)
Related or exempt
function income
(See instructions.)
1 Program service revenue:
a
b
c
d
e
f
g
Fees and contracts from government agencies
2 Membership dues and assessments
.
.
.
.
3
Interest on savings and temporary cash investments
4 Dividends and interest from securities .
.
.
.
5 Net rental income or (loss) from real estate:
a
Debt-financed property
.
.
.
.
.
.
.
Not debt-financed property
.
.
.
.
.
.
b
6 Net rental income or (loss) from personal property
7 Other investment income .
.
.
.
.
.
.
.
8
Gain or (loss) from sales of assets other than inventory
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) .
.
.
.
**13 Total.**Add line 12, columns (b), (d), and (e)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
(e)
Related or exempt
function income
(See instructions.)
1 Program service revenue:
a
b
c
d
e
f
g
Fees and contracts from government agencies
2 Membership dues and assessments
.
.
.
.
3
Interest on savings and temporary cash investments
4 Dividends and interest from securities .
.
.
.
5 Net rental income or (loss) from real estate:
a
Debt-financed property
.
.
.
.
.
.
.
Not debt-financed property
.
.
.
.
.
.
b
6 Net rental income or (loss) from personal property
7 Other investment income .
.
.
.
.
.
.
.
8
Gain or (loss) from sales of assets other than inventory
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) .
.
.
.
**13 Total.**Add line 12, columns (b), (d), and (e)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
(e)
Related or exempt
function income
(See instructions.)
1 Program service revenue:
a
b
c
d
e
f
g
Fees and contracts from government agencies
2 Membership dues and assessments
.
.
.
.
3
Interest on savings and temporary cash investments
4 Dividends and interest from securities .
.
.
.
5 Net rental income or (loss) from real estate:
a
Debt-financed property
.
.
.
.
.
.
.
Not debt-financed property
.
.
.
.
.
.
b
6 Net rental income or (loss) from personal property
7 Other investment income .
.
.
.
.
.
.
.
8
Gain or (loss) from sales of assets other than inventory
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) .
.
.
.
**13 Total.**Add line 12, columns (b), (d), and (e)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
(e)
Related or exempt
function income
(See instructions.)
1 Program service revenue:
a
b
c
d
e
f
g
Fees and contracts from government agencies
2 Membership dues and assessments
.
.
.
.
3
Interest on savings and temporary cash investments
4 Dividends and interest from securities .
.
.
.
5 Net rental income or (loss) from real estate:
a
Debt-financed property
.
.
.
.
.
.
.
Not debt-financed property
.
.
.
.
.
.
b
6 Net rental income or (loss) from personal property
7 Other investment income .
.
.
.
.
.
.
.
8
Gain or (loss) from sales of assets other than inventory
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) .
.
.
.
**13 Total.**Add line 12, columns (b), (d), and (e)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
(e)
Related or exempt
function income
(See instructions.)
1 Program service revenue:
a
b
c
d
e
f
g
Fees and contracts from government agencies
2 Membership dues and assessments
.
.
.
.
3
Interest on savings and temporary cash investments
4 Dividends and interest from securities .
.
.
.
5 Net rental income or (loss) from real estate:
a
Debt-financed property
.
.
.
.
.
.
.
Not debt-financed property
.
.
.
.
.
.
b
6 Net rental income or (loss) from personal property
7 Other investment income .
.
.
.
.
.
.
.
8
Gain or (loss) from sales of assets other than inventory
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) .
.
.
.
**13 Total.**Add line 12, columns (b), (d), and (e)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
(e)
Related or exempt
function income
(See instructions.)
1 Program service revenue:
a
b
c
d
e
f
g
Fees and contracts from government agencies
2 Membership dues and assessments
.
.
.
.
3
Interest on savings and temporary cash investments
4 Dividends and interest from securities .
.
.
.
5 Net rental income or (loss) from real estate:
a
Debt-financed property
.
.
.
.
.
.
.
Not debt-financed property
.
.
.
.
.
.
b
6 Net rental income or (loss) from personal property
7 Other investment income .
.
.
.
.
.
.
.
8
Gain or (loss) from sales of assets other than inventory
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) .
.
.
.
**13 Total.**Add line 12, columns (b), (d), and (e)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
(e)
Related or exempt
function income
(See instructions.)
1 Program service revenue:
a
b
c
d
e
f
g
Fees and contracts from government agencies
2 Membership dues and assessments
.
.
.
.
3
Interest on savings and temporary cash investments
4 Dividends and interest from securities .
.
.
.
5 Net rental income or (loss) from real estate:
a
Debt-financed property
.
.
.
.
.
.
.
Not debt-financed property
.
.
.
.
.
.
b
6 Net rental income or (loss) from personal property
7 Other investment income .
.
.
.
.
.
.
.
8
Gain or (loss) from sales of assets other than inventory
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) .
.
.
.
**13 Total.**Add line 12, columns (b), (d), and (e)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13

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

Part XV-B Relationship of Activities to the Accomplishment of Exempt Purposes

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

Form 990-PF (2025)

Form 990-PF (2025) Page 13 Part XVI Information Regarding Transfers to and Transactions and Relationships With Noncharitable Exempt Organizations

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

2 a Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described in section 501(c) (other than section 501(c)(3)) or in section 527? . . . . . . . . . . . Yes No b If “Yes,” complete the following schedule.

Exceptions & meaning →

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