TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023

Name of foundation
SHAW FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532 AFT
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534

A Employer identification number

47-5598132

B Telephone number (see instructions)

(888) 866-3275

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

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

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

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

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

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

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$1,198,393J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

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


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	31,986		31,986
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		30,403
b	Gross sales price for all assets on line 6a 429,909
7	Capital gain net income (from Part IV, line 2)...			30,403
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	62,389		62,389
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	1,250	0	0	1,250
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	11,582	6,949		4,633
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	3,758	375		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	16,590		7,324	0	5,883
25	Contributions, gifts, grants paid.......	153,000				153,000
26	Total expenses and disbursements. Add lines 24 and 25	169,590		7,324	0	158,883
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-107,201
b	Net investment income (if negative, enter -0-)			55,065
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2023)

Form 990-PF (2023)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	-39,515	473	473
	2	Savings and temporary cash investments.........	68,984	31,550	31,550
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,217,933	List of Attached Documents: // Content 1,108,299	1,166,370
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,247,402	1,140,322	1,198,393
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,247,402	1,140,322
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	1,247,402	1,140,322
	30	Total liabilities and net assets/fund balances (see instructions).	1,247,402	1,140,322

Part III

Analysis of Changes in Net Assets or Fund Balances

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

1,247,402

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

-107,201

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

121

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

1,140,322

Decreases not included in line 2 (itemize) right arrow

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

1,140,322

Form 990-PF (2023)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	44. AMERICAN CENTURY SMALL CAP VALUE FUND		2022-01-10	2023-01-13
b	159. AMERICAN CENTURY SMALL CAP VALUE FUND		2022-01-10	2023-01-20
c	47. AMERICAN CENTURY SMALL CAP VALUE FUND		2022-01-10	2023-02-01
d	65. AMERICAN CENTURY SMALL CAP VALUE FUND		2022-01-10	2023-12-18
e	20. BLACKROCK EMERGING MARKETS FUND INC		2023-01-20	2023-02-01
	19. BLACKROCK EMERGING MARKETS FUND INC		2023-01-20	2023-08-04
	43. BLACKROCK EMERGING MARKETS FUND INC		2023-01-20	2023-12-18
	14. DELAWARE EMERGING MARKETS FUND		2022-01-10	2023-01-20
	23. DELAWARE EMERGING MARKETS FUND		2022-01-10	2023-02-01
	24. DELAWARE EMERGING MARKETS FUND		2022-01-10	2023-08-04
	6. DELAWARE EMERGING MARKETS FUND		2022-01-10	2023-10-19
	96. DELAWARE EMERGING MARKETS FUND		2022-01-10	2023-12-18
	33. FIDELITY MSCI UTILITIES INDEX ETF		2021-01-04	2023-04-11
	9. FIDELITY MSCI UTILITIES INDEX ETF		2021-01-04	2023-07-19
	8. FIDELITY MSCI UTILITIES INDEX ETF		2022-02-09	2023-07-19
	13. FIDELITY MSCI UTILITIES INDEX ETF		2022-04-12	2023-07-19
	26. FIDELITY MSCI UTILITIES INDEX ETF		2022-05-12	2023-07-19
	13. FIDELITY MSCI UTILITIES INDEX ETF		2022-05-12	2023-08-04
	141. FIDELITY MSCI UTILITIES INDEX ETF		2022-05-12	2023-10-17
	16. FIDELITY MSCI UTILITIES INDEX ETF		2022-05-12	2023-12-18
	64. FIRST TRUST CLOUD COMPUTING ETF		2021-01-04	2023-01-19
	9. FIRST TRUST CLOUD COMPUTING ETF		2021-01-04	2023-02-01
	13. FIRST TRUST CLOUD COMPUTING ETF		2021-01-04	2023-04-11
	6. FIRST TRUST CLOUD COMPUTING ETF		2022-01-10	2023-04-11
	15. FIRST TRUST CLOUD COMPUTING ETF		2022-01-10	2023-07-19
	17. FIRST TRUST CLOUD COMPUTING ETF		2022-01-10	2023-10-17
	10. FIRST TRUST CLOUD COMPUTING ETF		2022-01-10	2023-12-18
	28. FRANKLIN TEMPLETON ETF		2022-04-12	2023-01-20
	20. FRANKLIN TEMPLETON ETF		2022-04-12	2023-07-21
	6. FRANKLIN TEMPLETON ETF		2022-04-12	2023-10-19
	36. GLOBAL X FUNDS SHS US		2022-01-10	2023-01-13
	45. GLOBAL X FUNDS SHS US		2022-01-10	2023-01-19
	22. GLOBAL X FUNDS SHS US		2022-01-10	2023-07-19
	33. GLOBAL X FUNDS SHS US		2022-01-10	2023-12-18
	97. GS GQG PARTNERS		2022-01-10	2023-01-20
	60. GS GQG PARTNERS		2022-01-10	2023-07-21
	57. GS GQG PARTNERS		2022-01-10	2023-10-19
	51. GS GQG PARTNERS		2022-01-10	2023-12-18
	29. HARDING LOEVNER FDS INC INTL EQUITY		2020-08-11	2023-01-13
	46. HARDING LOEVNER FDS INC INTL EQUITY		2020-08-11	2023-01-20
	16. HARDING LOEVNER FDS INC INTL EQUITY		2020-08-11	2023-07-21
	37. HARDING LOEVNER FDS INC INTL EQUITY		2020-08-11	2023-12-18
	12. INVESCO KBW BANK ETF		2023-04-11	2023-08-04
	32. INVESCO KBW BANK ETF		2023-04-11	2023-12-18
	9. ISHARES NASDAQ BIOTECH ETF		2018-05-25	2023-01-13
	21. ISHARES NASDAQ BIOTECH ETF		2018-05-25	2023-04-11
	3. ISHARES NASDAQ BIOTECH ETF		2018-05-25	2023-08-04
	7. ISHARES NASDAQ BIOTECH ETF		2018-05-25	2023-12-18
	3. ISHARES RUSSELL 2000 VALUE ETF		2022-01-10	2023-01-13
	4. ISHARES RUSSELL 2000 VALUE ETF		2022-01-10	2023-01-20
	2. ISHARES RUSSELL 2000 GROWTH ETF		2022-01-10	2023-01-13
	1. ISHARES RUSSELL 2000 GROWTH ETF		2022-01-10	2023-07-21
	2. ISHARES US AEROSPACE & DEFENSE ETF		2023-01-19	2023-04-11
	11. ISHARES US AEROSPACE & DEFENSE ETF		2023-01-19	2023-12-18
	20. ISHARES US REGIONAL BANKS ETF		2022-01-10	2023-01-19
	8. ISHARES US REGIONAL BANKS ETF		2022-01-10	2023-02-01
	28. ISHARES US REGIONAL BANKS ETF		2022-01-10	2023-04-11
	7. ISHARES US REGIONAL BANKS ETF		2023-01-13	2023-07-19
	81. ISHARES US REGIONAL BANKS ETF		2022-01-10	2023-07-19
	297. ISHARES US TREASURY BOND ETF		2022-01-10	2023-01-03
	1065. ISHARES US TREASURY BOND ETF		2022-01-10	2023-07-21
	3. ISHARES EDGE MSCI MIN VOL EAFE ETF		2022-09-28	2023-01-13
	19. ISHARES EDGE MSCI MIN VOL EAFE ETF		2022-09-28	2023-01-20
	5. ISHARES EDGE MSCI MIN VOL EAFE ETF		2022-09-28	2023-07-21
	3. ISHARES EDGE MSCI MIN VOL EAFE ETF		2022-09-28	2023-10-19
	44. ISHARES CORE MSCI EAFE ETF		2022-01-10	2023-01-03
	13. ISHARES CORE MSCI EAFE ETF		2022-01-10	2023-01-13
	21. ISHARES CORE MSCI EAFE ETF		2022-09-28	2023-01-20
	10. ISHARES CORE MSCI EAFE ETF		2022-02-10	2023-01-20
	581. ISHARES CORE MSCI EAFE ETF		2022-01-10	2023-01-20
	15. ISHARES CORE MSCI INTL DEVELOPED MKTS		2023-01-20	2023-02-01
	3. ISHARES CORE MSCI INTL DEVELOPED MKTS		2023-01-20	2023-07-21
	37. ISHARES CORE MSCI INTL DEVELOPED MKTS		2023-01-20	2023-12-18
	20. ISH USD HIGH YIELD		2022-10-11	2023-01-13
	5. ISH USD HIGH YIELD		2022-10-11	2023-07-21
	259. ISH USD HIGH YIELD		2022-10-11	2023-10-19
	5. ISH USD HIGH YIELD		2023-01-18	2023-10-19
	28. JPMORGAN SMALL CAP GROWTH FUND		2022-01-10	2023-01-13
	27. JPMORGAN SMALL CAP GROWTH FUND		2022-01-10	2023-02-01
	62. PACER BENCHMARK DATA AND		2021-01-04	2023-01-19
	2. PACER BENCHMARK DATA AND		2021-01-04	2023-04-11
	18. PACER BENCHMARK DATA AND		2022-01-10	2023-04-11
	32. PACER BENCHMARK DATA AND		2022-01-10	2023-10-17
	583. PIMCO INVESTMENT GRADE CREDIT BOND FUND		2022-01-10	2023-01-03
	5. PIMCO INVESTMENT GRADE CREDIT BOND FUND		2022-01-10	2023-01-13
	46. PIMCO INVESTMENT GRADE CREDIT BOND FUND		2022-01-10	2023-02-01
	51. PIMCO INVESTMENT GRADE CREDIT BOND FUND		2022-01-10	2023-07-21
	188. PIMCO INVESTMENT GRADE CREDIT BOND FUND		2022-01-10	2023-12-18
	61. PIMCO INTERNATIONAL BOND FD (USD HEDGED) I2		2021-01-04	2023-01-13
	245. PIMCO INTERNATIONAL BOND FD (USD HEDGED) I2		2021-01-04	2023-07-21
	88. PIMCO INTERNATIONAL BOND FD (USD HEDGED) I2		2021-01-04	2023-08-04
	249. PIMCO INTERNATIONAL BOND FD (USD HEDGED) I2		2021-01-04	2023-10-19
	4. T ROWE PRICE EMERGING MARKETS STOCK FUND		2022-01-10	2023-01-13
	3. T ROWE PRICE EMERGING MARKETS STOCK FUND		2022-05-17	2023-01-20
	45. T ROWE PRICE EMERGING MARKETS STOCK FUND		2022-05-16	2023-01-20
	652. T ROWE PRICE EMERGING MARKETS STOCK FUND		2022-01-10	2023-01-20
	4. SPDR S&P TRANSPORTATION ETF		2022-01-10	2023-01-13
	31. SPDR S&P TRANSPORTATION ETF		2022-01-10	2023-01-19
	12. SPDR S&P TRANSPORTATION ETF		2022-02-09	2023-01-19
	6. SPDR S&P TRANSPORTATION ETF		2022-04-12	2023-01-19
	2. SPDR S&P TRANSPORTATION ETF		2022-09-27	2023-01-19
	12. MATERIALS SELECT SECTOR SPDR FUND		2022-01-10	2023-01-13
	3. MATERIALS SELECT SECTOR SPDR FUND		2022-01-10	2023-04-11
	5. MATERIALS SELECT SECTOR SPDR FUND		2022-01-10	2023-07-19
	5. MATERIALS SELECT SECTOR SPDR FUND		2022-01-10	2023-10-17
	8. MATERIALS SELECT SECTOR SPDR FUND		2022-01-10	2023-12-18
	18. HEALTH CARE SELECT SPDR		2016-02-09	2023-01-03
	10. HEALTH CARE SELECT SPDR		2016-02-17	2023-01-03
	28. HEALTH CARE SELECT SPDR		2016-02-17	2023-04-11
	30. HEALTH CARE SELECT SPDR		2016-02-17	2023-08-04
	14. HEALTH CARE SELECT SPDR		2016-02-17	2023-10-17
	20. HEALTH CARE SELECT SPDR		2016-02-17	2023-12-18
	8. SECTOR SPDR CONSMRS STPL		2019-01-07	2023-04-11
	30. SECTOR SPDR CONSMRS STPL		2019-01-07	2023-08-04
	36. SECTOR SPDR CONSMRS STPL		2019-01-07	2023-12-18
	5. CONSUMER DISCRETIONARY SPDR		2018-05-25	2023-01-19
	26. CONSUMER DISCRETIONARY SPDR		2016-06-21	2023-01-19
	26. CONSUMER DISCRETIONARY SPDR		2016-02-17	2023-01-19
	19. CONSUMER DISCRETIONARY SPDR		2018-05-25	2023-02-01
	10. CONSUMER DISCRETIONARY SPDR		2018-05-25	2023-07-19
	9. CONSUMER DISCRETIONARY SPDR		2018-05-25	2023-08-04
	18. CONSUMER DISCRETIONARY SPDR		2018-05-25	2023-12-18
	14. CONSUMER DISCRETIONARY SPDR		2019-11-15	2023-12-18
	31. ENERGY SELECT SECTOR SPDR FUND		2022-01-10	2023-01-13
	20. ENERGY SELECT SECTOR SPDR FUND		2022-01-10	2023-04-11
	36. ENERGY SELECT SECTOR SPDR FUND		2022-01-10	2023-08-04
	31. SECTOR SPDR INDUSTRIAL		2019-01-07	2023-01-03
	1. SECTOR SPDR INDUSTRIAL		2019-01-07	2023-01-13
	5. SECTOR SPDR INDUSTRIAL		2019-01-07	2023-02-01
	10. SECTOR SPDR INDUSTRIAL		2019-01-07	2023-07-19
	12. SECTOR SPDR INDUSTRIAL		2019-01-07	2023-08-04
	40. SECTOR SPDR INDUSTRIAL		2019-01-07	2023-10-17
	25. SECTOR SPDR INDUSTRIAL		2019-01-07	2023-12-18
	66. COMM SERVICES SELECT		2020-04-06	2023-01-19
	40. COMM SERVICES SELECT		2019-11-15	2023-01-19
	21. COMM SERVICES SELECT		2020-04-06	2023-02-01
	6. COMM SERVICES SELECT		2020-04-06	2023-07-19
	34. COMM SERVICES SELECT		2020-04-06	2023-08-04
	45. COMM SERVICES SELECT		2020-04-06	2023-12-18
	92. REAL ESTATE SELECT SECTOR SPDR FUND		2022-01-10	2023-01-19
	51. REAL ESTATE SELECT SECTOR SPDR FUND		2022-01-10	2023-04-11
	7. REAL ESTATE SELECT SECTOR SPDR FUND		2022-02-09	2023-04-11
	55. REAL ESTATE SELECT SECTOR SPDR FUND		2022-05-12	2023-04-11
	16. REAL ESTATE SELECT SECTOR SPDR FUND		2022-05-12	2023-12-18
	365. TCW TOTAL RETURN BOND FUND		2022-01-10	2023-01-03
	1. TCW TOTAL RETURN BOND FUND		2022-01-10	2023-01-13
	166. TCW TOTAL RETURN BOND FUND		2022-01-10	2023-12-18
	108. TRANSAMERICA INTERNATIONAL EQUITY		2022-02-10	2023-01-13
	90. TRANSAMERICA INTERNATIONAL EQUITY		2022-02-10	2023-01-20
	24. TRANSAMERICA INTERNATIONAL EQUITY		2022-02-10	2023-02-01
	23. TRANSAMERICA INTERNATIONAL EQUITY		2022-02-10	2023-07-21
	62. TRANSAMERICA INTERNATIONAL EQUITY		2022-02-10	2023-12-18
	5. VANECK VECTORS SEMICONDUCTOR ETF		2022-02-09	2023-01-13
	18. VANECK VECTORS SEMICONDUCTOR ETF		2022-02-09	2023-01-19
	2. VANECK VECTORS SEMICONDUCTOR ETF		2022-02-09	2023-02-01
	8. VANECK VECTORS SEMICONDUCTOR ETF		2022-02-09	2023-10-17
	15. VANECK VECTORS SEMICONDUCTOR ETF		2022-04-12	2023-10-17
	18. VANECK VECTORS SEMICONDUCTOR ETF		2022-04-12	2023-12-18
	33. VANGUARD FINANCIALS ETF		2016-06-21	2023-01-13
	16. VANGUARD FINANCIALS ETF		2017-05-03	2023-02-01
	5. VANGUARD FINANCIALS ETF		2019-01-07	2023-02-01
	2. VANGUARD FINANCIALS ETF		2016-06-21	2023-02-01
	30. VANGUARD FINANCIALS ETF		2019-01-07	2023-07-19
	38. VANGUARD FINANCIALS ETF		2019-01-07	2023-08-04
	95. VANGUARD FINANCIALS ETF		2019-01-07	2023-12-18
	3. VANGUARD INFORMATION TECHNOLOGY ETF		2016-02-09	2023-01-19
	14. VANGUARD INFORMATION TECHNOLOGY ETF		2016-02-09	2023-02-01
	4. VANGUARD INFORMATION TECHNOLOGY ETF		2016-02-17	2023-04-11
	20. VANGUARD INFORMATION TECHNOLOGY ETF		2016-02-09	2023-04-11
	26. VANGUARD INFORMATION TECHNOLOGY ETF		2016-02-17	2023-07-19
	2. VANGUARD INFORMATION TECHNOLOGY ETF		2016-02-17	2023-08-04
	3. VANGUARD INFORMATION TECHNOLOGY ETF		2016-02-17	2023-10-17
	33. VANGUARD INFORMATION TECHNOLOGY ETF		2016-02-17	2023-12-18
	43. VANGUARD MORTGAGE-BACKED SECURITIES ETF		2022-01-10	2023-01-13
	5. VANGUARD MORTGAGE-BACKED SECURITIES ETF		2022-01-10	2023-07-21
	82. VANGUARD LONG-TERM TREASURY ETF		2023-07-21	2023-10-19
	22. VANGUARD LONG-TERM TREASURY ETF		2023-07-21	2023-12-18
	74. VANGUARD INTRMDIATE-TERM		2022-01-10	2023-01-03
	412. VANGUARD INTRMDIATE-TERM		2022-01-10	2023-01-18
	6. VANGUARD INTRMDIATE-TERM		2022-01-10	2023-07-21
	118. VANGUARD INTRMDIATE-TERM		2022-01-10	2023-10-19
	43. WELLS FARGO SPECIAL SMALL CAP VALUE FUND		2022-01-10	2023-01-20
	10. WELLS FARGO SPECIAL SMALL CAP VALUE FUND		2022-01-10	2023-07-21
	13. WELLS FARGO SPECIAL SMALL CAP VALUE FUND		2022-01-10	2023-10-19
	18. WELLS FARGO SMALL COMPANY GROWTH FUND		2022-01-10	2023-07-21
	9. WELLS FARGO SMALL COMPANY GROWTH FUND		2022-01-10	2023-10-19
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	432	492	-60
b	1,550	1,779	-229
c	483	526	-43
d	673	727	-54
e	499	491	8
	457	467	-10
	1,018	1,056	-38
	267	338	-71
	441	555	-114
	453	579	-126
	106	145	-39
	1,815	2,317	-502
	1,486	1,319	167
	385	360	25
	342	355	-13
	556	639	-83
	1,113	1,178	-65
	543	589	-46
	5,399	6,386	-987
	652	725	-73
	3,755	5,970	-2,215
	579	840	-261
	835	1,213	-378
	386	581	-195
	1,222	1,453	-231
	1,322	1,647	-325
	869	969	-100
	709	717	-8
	546	512	34
	155	154	1
	1,014	1,004	10
	1,227	1,255	-28
	704	614	90
	1,125	921	204
	1,694	1,898	-204
	1,117	1,174	-57
	1,030	1,115	-85
	1,018	998	20
	732	703	29
	1,168	1,116	52
	419	388	31
	974	897	77
	546	503	43
	1,566	1,341	225
	1,228	967	261
	2,739	2,257	482
	385	322	63
	914	752	162
	443	493	-50
	582	658	-76
	459	543	-84
	250	272	-22
	232	219	13
	1,380	1,205	175
	970	1,346	-376
	418	538	-120
	984	1,885	-901
	266	348	-82
	3,083	5,452	-2,369
	6,802	7,733	-931
	24,388	27,728	-3,340
	198	170	28
	1,260	1,079	181
	344	284	60
	193	170	23
	2,744	3,245	-501
	856	959	-103
	1,391	1,106	285
	662	734	-72
	38,480	42,853	-4,373
	912	902	10
	187	180	7
	2,326	2,224	102
	718	674	44
	177	169	8
	8,790	8,733	57
	170	180	-10
	487	630	-143
	497	607	-110
	1,914	2,178	-264
	59	70	-11
	534	708	-174
	821	1,258	-437
	5,055	6,116	-1,061
	45	52	-7
	416	483	-67
	449	535	-86
	1,681	1,972	-291
	578	677	-99
	2,330	2,720	-390
	832	977	-145
	2,313	2,764	-451
	150	181	-31
	113	110	3
	1,690	1,604	86
	24,489	29,490	-5,001
	298	361	-63
	2,273	2,794	-521
	880	1,078	-198
	440	480	-40
	147	130	17
	996	1,057	-61
	242	264	-22
	417	441	-24
	395	441	-46
	680	705	-25
	2,440	1,151	1,289
	1,356	663	693
	3,754	1,857	1,897
	4,001	1,990	2,011
	1,830	929	901
	2,680	1,327	1,353
	604	412	192
	2,258	1,544	714
	2,573	1,853	720
	681	532	149
	3,539	2,044	1,495
	3,539	1,895	1,644
	2,813	2,023	790
	1,774	1,065	709
	1,567	958	609
	3,244	1,917	1,327
	2,523	1,700	823
	2,782	1,891	891
	1,723	1,220	503
	3,170	2,196	974
	3,039	2,046	993
	102	66	36
	507	330	177
	1,092	660	432
	1,309	792	517
	4,122	2,641	1,481
	2,814	1,650	1,164
	3,396	2,900	496
	2,058	2,075	-17
	1,150	923	227
	407	264	143
	2,303	1,494	809
	3,226	1,977	1,249
	3,581	4,491	-910
	1,903	2,489	-586
	261	330	-69
	2,052	2,294	-242
	632	667	-35
	2,997	3,632	-635
	8	10	-2
	1,335	1,652	-317
	2,077	2,270	-193
	1,737	1,892	-155
	473	504	-31
	467	483	-16
	1,258	1,303	-45
	1,120	1,429	-309
	3,987	5,143	-1,156
	482	571	-89
	1,186	1,143	43
	2,224	1,812	412
	3,108	2,175	933
	2,867	1,560	1,307
	1,420	966	454
	444	306	138
	178	95	83
	2,572	1,838	734
	3,261	2,328	933
	8,743	5,821	2,922
	985	283	702
	4,913	1,319	3,594
	1,505	400	1,105
	7,527	1,885	5,642
	11,977	2,597	9,380
	881	200	681
	1,281	300	981
	15,893	3,296	12,597
	2,021	2,245	-224
	230	261	-31
	4,286	5,169	-883
	1,346	1,387	-41
	5,777	6,751	-974
	33,322	37,585	-4,263
	475	547	-72
	8,714	10,765	-2,051
	1,622	1,883	-261
	399	438	-39
	471	569	-98
	657	779	-122
	290	389	-99
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054
			1,054

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			-60
b			-229
c			-43
d			-54
e			8
			-10
			-38
			-71
			-114
			-126
			-39
			-502
			167
			25
			-13
			-83
			-65
			-46
			-987
			-73
			-2,215
			-261
			-378
			-195
			-231
			-325
			-100
			-8
			34
			1
			10
			-28
			90
			204
			-204
			-57
			-85
			20
			29
			52
			31
			77
			43
			225
			261
			482
			63
			162
			-50
			-76
			-84
			-22
			13
			175
			-376
			-120
			-901
			-82
			-2,369
			-931
			-3,340
			28
			181
			60
			23
			-501
			-103
			285
			-72
			-4,373
			10
			7
			102
			44
			8
			57
			-10
			-143
			-110
			-264
			-11
			-174
			-437
			-1,061
			-7
			-67
			-86
			-291
			-99
			-390
			-145
			-451
			-31
			3
			86
			-5,001
			-63
			-521
			-198
			-40
			17
			-61
			-22
			-24
			-46
			-25
			1,289
			693
			1,897
			2,011
			901
			1,353
			192
			714
			720
			149
			1,495
			1,644
			790
			709
			609
			1,327
			823
			891
			503
			974
			993
			36
			177
			432
			517
			1,481
			1,164
			496
			-17
			227
			143
			809
			1,249
			-910
			-586
			-69
			-242
			-35
			-635
			-2
			-317
			-193
			-155
			-31
			-16
			-45
			-309
			-1,156
			-89
			43
			412
			933
			1,307
			454
			138
			83
			734
			933
			2,922
			702
			3,594
			1,105
			5,642
			9,380
			681
			981
			12,597
			-224
			-31
			-883
			-41
			-974
			-4,263
			-72
			-2,051
			-261
			-39
			-98
			-122
			-99

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	30,403
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

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

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	765
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	765
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	765
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	2,456
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	2,456
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	1,691
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax768	Refunded	11	923

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

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

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

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

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

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

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

on foundation managers. right arrow

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

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

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

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

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

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

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

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

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

By language in the governing instrument, or

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

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

Yes

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

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

Yes

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

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

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

Yes

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

or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.

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

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

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

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

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

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

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

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

Yes

Website address right arrow

The books are in care of right arrow

BANK OF AMERICA NA Telephone no. right arrow

(888) 866-3275

Located at right arrow

PO BOX 1532 AFTPENNINGTONNJ ZIP+4 right arrow

08534

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

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

16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo

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

16 No

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

Form 990-PF (2023)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

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

Yes

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

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

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

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

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

1a(5)

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

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

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

1a(6)

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

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

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

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 2023? .............

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

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

At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2023?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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

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

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

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2023 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 Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2023.) .....................

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

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

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..

Form 990-PF (2023)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

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

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

5a(2)

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

5a(3)

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

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

5a(4)

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

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

5a(5)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Part VII

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

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

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
JEFFREY SHAW	TRUSTEE 2	0
PO BOX 371787 LAS VEGAS,NV89137	TRUSTEE 2	0
CYNTHIA SHAW	TRUSTEE 2	0
PO BOX 371787 LAS VEGAS,NV89137	TRUSTEE 2	0

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


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









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

Form 990-PF (2023)

Page 7

Part VII

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

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

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

Part VIII-A

Summary of Direct Charitable Activities

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


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

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


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2023)

Page 8

Part IX

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

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

purposes:

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

1,177,902

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

33,833

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

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

1,211,735

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

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

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

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

1,211,735

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

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

18,176

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

1,193,559

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

59,678

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

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

59,678

Tax on investment income for 2022 from Part V, line 5.......

765

Income tax for 2022. (This does not include the tax from Part V.) ...

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

765

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

58,913

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

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

58,913

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

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

58,913

Part XI

Qualifying Distributions (see instructions)

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

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

158,883

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

158,883

Form 990-PF (2023)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2022	(c) 2022	(d) 2023
1 Distributable amount for 2023 from Part X, line 7					58,913
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2022:
a From 2018......	103,285
b From 2019......	67,660
c From 2020......	115,841
d From 2021......	89,272
e From 2022......	0
f Total of lines 3a through e ........		376,058
4Qualifying distributions for 2023 from Part
XI, line 4: $ 158,883
a Applied to 2022, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2023 distributable amount.....					58,913
e Remaining amount distributed out of corpus		99,970
5 Excess distributions carryover applied to 2023.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		476,028
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2018 not applied on line 5 or line 7 (see instructions) ...		103,285
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		372,743
10 Analysis of line 9:
a Excess from 2019....	67,660
b Excess from 2020....	115,841
c Excess from 2021....	89,272
d Excess from 2022....	0
e Excess from 2023....	99,970

Form 990-PF (2023)

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 2023, enter the date of the ruling ...... right arrow

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

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

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

Part XIV

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

1Information Regarding Foundation Managers:

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

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

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, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

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

cAny submission deadlines:

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

Form 990-PF (2023)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
INTERPRETER FOUNDATION 152 WESTVIEW DRIVE OREM,UT840587472	N/A	PC	UNRESTRICTED GENERAL	50,000
EDUCATION FOR GENERATIONS FOUNDATION 866 DEVON LANE BOUNTIFUL,UT84010	N/A	PC	DAISY SCHOOL SCHOLARSHIP	68,000
LDS PHILANTHROPIES 50 E NORTH TEMPLE SALT LAKE CITY,UT84150	N/A	PC	UNRESTRICTED GENERAL	30,000
COURAGE REINS 5870 W 10400 N HIGHLAND,UT84003	N/A	PC	UNRESTRICTED GENERAL	5,000
Total ................................. 3a				153,000

bApproved for future payment

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

Form 990-PF (2023)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	31,986
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	30,403
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) ..				62,389

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

62,389

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

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

Form 990-PF (2023)

Page 13

Part XVI

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

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

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

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

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

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

If "Yes," complete the following schedule.

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

Sign Here

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

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

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
957663305 WESTERN ASSET CORE B
81369Y100 MATERIALS SELECT SEC	AT COST	6,945	6,843
72201M719 PIMCO INCOME FUND
63872T554 LOOMIS SAYLES SR FLO
54400N508 LORD ABBETT HIGH YIE
92204A405 VANGUARD FINANCIALS	AT COST	43,051	54,064
81369Y308 CONSUMER STAPLES SEL	AT COST	29,093	30,973
81369Y704 INDUSTRIAL SELECT SE	AT COST	14,836	23,596
81369Y506 ENERGY SELECT SECTOR	AT COST	25,162	29,847
92204A702 VANGUARD INFORMATION	AT COST	62,354	104,544
81369Y407 CONSUMER DISCRETIONA	AT COST	32,183	40,232
81369Y209 HEALTH CARE SELECT S	AT COST	49,959	62,189
464287671 ISHARES CORE S&P U.S
464287556 ISHARES NASDAQ BIOTE	AT COST	10,167	11,276
464287663 ISHARES CORE S&P U.S
543487136 LOOMIS SAYLES INVT G
81369Y860 REAL ESTATE SELECT S	AT COST	3,933	3,926
46434V621 ISHARES CORE DIVIDEN
09260B382 BLACKROCK STRATEGIC
09260B465 BLACKROCK LOW DURATI
543916464 LORD ABBETT SHORT DU
72388E605 PIONEER MULTI ASSET
78464A789 SPDR S&P INSURANCE E
09251J402 BLACKROCK EMERGING M	AT COST	37,968	37,539
81369Y852 COMM SERVICES SELECT	AT COST	34,342	41,997
33733E302 FIRST TR EXCHANGE TR
09257V201 BLACKSTONE ALT MULTI
72201M784 PIMCO FOREIGN BOND	AT COST	77,993	73,198
52470H765 CLEARBRIDGE SMALL CA
95768D400 WESTERN ASSET MACRO
81369Y886 UTILITIES SELECT SEC
09250J734 BLACKROCK EVENT DRIV
412295107 HARDING LOEVNER FDS	AT COST	13,209	12,823
33734X192 FIRST TRUST CLOUD CO	AT COST	5,344	6,225
464287838 ISHARES U.S. BASIC M
09260B887 BLACKROCK CREDIT STR
92204A306 VANGUARD ENERGY ETF
464287614 ISHARES RUSSELL 1000
78463V107 SPDR GOLD TRUST
921908844 VANGUARD DIVIDEND AP
4812A0623 JPMORGAN EMERGING MA
464287598 ISHARES RUSSELL 1000
74347B169 PROSHARES ONLINE RET
355148503 FRANKLIN SMALL CAP V
277911491 EATON VANCE FLOATING
09260B630 BLACKROCK HIGH YIELD
316092865 FIDELITY MSCI UTILIT	AT COST	8,264	7,518
69374H741 PACER BENCHMARK DATA	AT COST	3,666	3,011
94975P447 WELLS FARGO SPECIAL	AT COST	12,826	12,101
92189F676 VANECK VECTORS SEMIC	AT COST	14,966	18,711
464288778 ISHARES US REGIONAL
4812C0571 JPMORGAN SMALL CAP G	AT COST	11,983	10,570
949921571 WELLS FARGO SMALL CO	AT COST	14,921	13,495
38147N293 GS GQG PARTNERS	AT COST	17,856	18,146
46429B267 ISHARES US TREASURY	AT COST	133,732	130,706
77956H864 T ROWE PRICE EMERGIN
025076845 AMERICAN CENTURY SMA	AT COST	12,554	11,802
87234N880 TCW TOTAL RETURN BON	AT COST	91,274	76,213
245914817 DELAWARE EMERGING MA	AT COST	35,541	30,700
37954Y673 GLOBAL X FUNDS SHS U	AT COST	6,467	7,857
46432F842 ISHARES CORE MSCI EA
46435U853 ISH USD HIGH YIELD	AT COST	4,563	4,616
92206C771 VANGUARD MORTGAGE-BA	AT COST	48,175	44,691
92206C870 VANGUARD INTRMDIATE-	AT COST	33,109	30,724
464287630 ISHARES RUSSELL 2000	AT COST	6,907	6,524
35473P744 FRANKLIN TEMPLETON E	AT COST	6,888	7,529
46429B689 ISHARES EDGE MSCI MI	AT COST	12,206	14,908
72201M685 PIMCO INVESTMENT GRA	AT COST	92,345	80,901
893509224 TRANSAMERICA INTERNA	AT COST	19,826	19,283
78464A532 SPDR S&P TRANSPORTAT
464287648 ISHARES RUSSELL 2000	AT COST	6,374	6,306
46138E628 INVESCO KBW BANK ETF	AT COST	5,345	6,050
464288760 ISHARES US AEROSPACE	AT COST	6,807	7,849
46435G326 ISHARES CORE MSCI IN	AT COST	34,425	36,477
46435U713 ISHARES TR	AT COST	4,160	4,228
92206C847 VANGUARD LONG-TERM T	AT COST	16,580	16,182

Category	Amount	Net Investment Income
FOREIGN TAXES	323	323
EXCISE TAX - PRIOR YEAR	927	0
EXCISE TAX ESTIMATES	2,456	0
FOREIGN TAXES ON NONQUALIFIED	52	52