Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo 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 07-01-2023 , and ending 06-30-2024
Name of foundation
HISLOP 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

39-6735003
B Telephone number (see instructions)

(888) 866-3275
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$533,145J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 10,986 10,986  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 21,798
b Gross sales price for all assets on line 6a 124,073
7 Capital gain net income (from Part IV, line 2)... 21,798
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)....... Click to see attachment
List of Attached Documents:
// Content
70    
12 Total. Add lines 1 through 11........ 32,854 32,784  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
5,769 3,462   2,308
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
345 95   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)....... Click to see attachment
List of Attached Documents:
// Content
13 13    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,377 3,570 0 3,558
25 Contributions, gifts, grants paid....... 18,083 18,083
26 Total expenses and disbursements. Add lines 24 and 25 25,460 3,570 0 21,641
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,394
b Net investment income (if negative, enter -0-) 29,214
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 Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 56 144 144
2 Savings and temporary cash investments......... 8,664 16,306 16,306
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 73,780 Click to see attachment
List of Attached Documents:
// Content
74,690 		66,214
b Investments—corporate stock (attach schedule)....... 160,349 Click to see attachment
List of Attached Documents:
// Content
155,981 		217,130
c Investments—corporate bonds (attach schedule)....... 30,662 Click to see attachment
List of Attached Documents:
// Content
37,341 		34,363
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 157,447 Click to see attachment
List of Attached Documents:
// Content
153,798 		198,988
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 430,958 438,260 533,145
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 430,958 438,260
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)..... 430,958 438,260
30 Total liabilities and net assets/fund balances (see instructions). 430,958 438,260
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
430,958
2
Enter amount from Part I, line 27a .....................
2
7,394
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
89
4
Add lines 1, 2, and 3 ..........................
4
438,441
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
181
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
438,260
Form 990-PF (2023)
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 1. ADVANCED MICRO DEVICES INC   2023-06-12 2024-05-10
b 2. ADVANCED MICRO DEVICES INC   2023-06-12 2024-05-28
c 1. ALPHABET INC SHS CL C   2020-06-10 2024-01-30
d 1. ALPHABET INC SHS CL C   2020-06-10 2024-05-10
e 1. ALPHABET INC SHS CL C   2020-06-10 2024-05-28
1. ALPHABET INC SHS CL C   2020-06-10 2024-06-11
1. ALPHABET INC SHS CL A   2020-06-10 2024-05-10
2. ALPHABET INC SHS CL A   2020-06-10 2024-05-28
2. ALPHABET INC SHS CL A   2020-06-10 2024-06-11
1. AMAZON COM INC   2020-06-10 2024-01-30
2. AMAZON COM INC   2020-06-10 2024-05-10
3. AMAZON COM INC   2020-06-10 2024-05-28
1. AMAZON COM INC   2020-06-10 2024-06-11
1. AMAZON COM INC   2021-01-19 2024-06-11
1. AMERICAN EXPRESS CO   2023-12-21 2024-01-30
5. AMERICAN EXPRESS CO   2023-12-21 2024-05-23
4. AMERICAN EXPRESS CO   2024-01-03 2024-05-31
1. AMERICAN EXPRESS CO   2023-12-21 2024-05-31
3. ANALOG DEVICES INC   2021-08-31 2023-11-01
1. ANALOG DEVICES INC   2021-10-13 2023-11-01
3. ANALOG DEVICES INC   2021-07-23 2023-11-01
3. ANALOG DEVICES INC   2021-10-29 2023-11-03
3. ANALOG DEVICES INC   2021-10-13 2023-11-03
1. ANTHEM INC   2020-08-19 2024-06-11
1. APPLE INC   2020-06-10 2024-05-10
2. APPLE INC   2020-06-10 2024-05-28
4. APPLE INC   2020-06-10 2024-06-11
4. APPLIED MATERIALS INCORPORATED   2020-08-11 2023-12-07
5. APPLIED MATERIALS INCORPORATED   2020-08-18 2023-12-07
5. APPLIED MATERIALS INCORPORATED   2020-09-10 2024-02-08
2. APPLIED MATERIALS INCORPORATED   2020-08-18 2024-02-08
1. APPLIED MATERIALS INCORPORATED   2020-09-10 2024-06-11
3. AVANTOR INC   2021-09-09 2024-01-30
6. AVANTOR INC   2021-09-10 2024-01-30
1. AVANTOR INC   2021-09-10 2024-05-10
1. AVANTOR INC   2021-09-10 2024-05-28
7. BP AMOCO P L C SPONSORED ADR   2022-08-03 2024-05-10
4. BP AMOCO P L C SPONSORED ADR   2022-08-03 2024-05-28
2. BERKSHIRE HATHAWAYINC   2020-06-10 2023-08-17
1. BERKSHIRE HATHAWAYINC   2020-06-10 2024-05-28
1. BERKSHIRE HATHAWAYINC   2020-06-10 2024-06-11
36. BLACKROCK MULTI-ASSET INCOME FUND   2020-06-09 2024-01-30
149. BLACKROCK MULTI-ASSET INCOME FUND   2020-06-09 2024-06-11
1000. BP CAP MARKETS AMERICA   2023-02-24 2024-06-12
1. CARDINAL HEALTH INCORPORATED   2024-04-26 2024-05-10
2. CATERPILLAR INC   2022-01-24 2023-08-17
1. CATERPILLAR INC   2022-01-05 2023-08-17
1. CATERPILLAR INC   2022-03-02 2024-01-17
1. CATERPILLAR INC   2022-01-24 2024-01-17
2. CATERPILLAR INC   2022-01-28 2024-01-17
2. CATERPILLAR INC   2022-03-02 2024-02-05
3. CATERPILLAR INC   2022-05-20 2024-02-09
2. CATERPILLAR INC   2022-03-31 2024-02-09
6. CIENA CORP   2020-12-03 2023-09-28
5. CIENA CORP   2020-12-02 2023-09-28
2. CIENA CORP   2020-12-01 2023-09-28
2. CIENA CORP   2021-01-11 2023-11-28
2. CIENA CORP   2020-12-03 2023-11-28
4. CIENA CORP   2020-12-04 2023-11-28
1. CIENA CORP   2021-01-12 2023-11-29
4. CIENA CORP   2021-01-11 2023-11-29
2. CIENA CORP   2021-01-12 2024-05-10
3. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2022-10-03 2024-05-10
1. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2022-10-03 2024-06-11
2. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2022-10-04 2024-06-11
15. COMCAST CORP   2020-06-10 2023-10-19
5. COMCAST CORP   2020-06-10 2023-10-20
5. COMCAST CORP   2020-06-10 2024-05-10
2. COMCAST CORP   2020-06-10 2024-05-28
1. CONOCOPHILLIPS   2020-06-10 2024-05-10
1. CONOCOPHILLIPS   2020-11-11 2024-05-10
1. CONOCOPHILLIPS   2020-11-11 2024-05-28
6. CONOCOPHILLIPS   2020-11-11 2024-06-26
3. DOWDUPONT INC   2020-06-10 2024-05-10
1. DOWDUPONT INC   2020-06-10 2024-05-28
1. CROWN CASTLE INTERNATIONAL CORP   2024-04-26 2024-05-10
1. CROWN CASTLE INTERNATIONAL CORP   2024-04-26 2024-05-28
2. CROWN CASTLE INTERNATIONAL CORP   2024-04-26 2024-06-11
2. DOLLAR GENERAL CORP   2021-03-26 2024-04-09
3. DOLLAR GENERAL CORP   2021-03-29 2024-04-10
1. DOLLAR GENERAL CORP   2021-04-16 2024-05-23
4. DOLLAR GENERAL CORP   2021-03-29 2024-05-23
1. DOLLAR GENERAL CORP   2021-04-16 2024-05-24
2. DOLLAR GENERAL CORP   2021-09-16 2024-05-24
3. DOLLAR GENERAL CORP   2023-06-06 2024-05-31
1. DOLLAR GENERAL CORP   2021-09-16 2024-05-31
4. DOLLAR GENERAL CORP   2023-08-17 2024-05-31
1. DOLLAR TREE INC   2020-06-10 2024-05-10
9. DUN AND BRADSTREET HLDGS   2022-12-12 2024-05-10
6. EQT CORP   2021-09-15 2023-07-12
2. EQT CORP   2021-09-16 2023-07-13
36. EQT CORP   2021-09-15 2023-07-13
2. EQT CORP   2021-09-16 2023-07-21
12. EQT CORP   2022-01-27 2023-07-21
5. EQT CORP   2022-01-27 2023-07-24
7. EQT CORP   2022-01-28 2023-07-24
1. ELECTRONIC ARTS   2024-02-22 2024-05-28
2. FACEBOOK INC   2020-06-10 2023-07-11
1. FACEBOOK INC   2020-06-10 2024-01-30
1. FACEBOOK INC   2020-06-10 2024-02-16
1. FACEBOOK INC   2020-06-10 2024-06-11
3. FIDELITY NATIONAL FINANCIAL INC   2023-01-13 2024-05-10
1. FIDELITY NATIONAL FINANCIAL INC   2023-01-17 2024-05-28
1. FLEETCOR TECHNOLOGIS INC   2020-07-10 2023-09-27
1. FLEETCOR TECHNOLOGIS INC   2020-07-06 2023-09-27
2. FLEETCOR TECHNOLOGIS INC   2020-07-23 2023-10-20
2. FLEETCOR TECHNOLOGIS INC   2020-07-24 2023-10-23
2. FLEETCOR TECHNOLOGIS INC   2021-08-12 2023-11-28
1. FLEETCOR TECHNOLOGIS INC   2020-09-18 2023-11-28
2. FLEETCOR TECHNOLOGIS INC   2021-08-12 2023-12-07
1. FLEETCOR TECHNOLOGIS INC   2021-10-14 2023-12-07
1. FLEETCOR TECHNOLOGIS INC   2021-10-15 2023-12-07
2. FORTIVE CORP   2020-06-10 2024-05-10
1. FORTIVE CORP   2020-06-10 2024-05-28
3. FORTIVE CORP   2020-06-10 2024-06-11
3. FORTREA HOLDINGS INC REG   2020-06-10 2024-05-28
30. FOX CORP   2020-07-24 2023-12-21
15. FOX CORP   2020-07-23 2023-12-21
12. GENERAL MOTORS CO   2020-08-11 2023-11-28
63. GENERAL MOTORS CO   2020-06-10 2023-11-28
1. HUMANA INC   2022-01-28 2024-01-30
1. INTERCONTINENTAL EXCHANGE INC   2020-12-01 2024-05-10
1. INTERCONTINENTAL EXCHANGE INC   2020-12-01 2024-05-28
2. INTERCONTINENTAL EXCHANGE INC   2020-12-01 2024-06-11
2. ISHARES RUSSELL 1000 GROWTH   2020-06-10 2024-01-30
9. ISHARES RUSSELL 1000 GROWTH   2020-06-10 2024-05-10
12. ISHARES RUSSELL 1000 GROWTH   2020-06-10 2024-05-28
7. ISHARES RUSSELL 1000 GROWTH   2020-06-10 2024-06-11
2. ISHARES CORE MSCI EAFE ETF   2016-06-06 2024-05-10
1. ISHARES CORE MSCI EAFE ETF   2016-06-06 2024-05-28
11. ISHARES CORE DIVIDEND GROWTH ETF   2020-06-10 2024-05-10
23. ISHARES CORE DIVIDEND GROWTH ETF   2020-06-10 2024-06-11
1. J P MORGAN CHASE & CO COM   2020-06-10 2024-01-30
1. J P MORGAN CHASE & CO COM   2020-06-10 2024-05-10
1. J P MORGAN CHASE & CO COM   2020-06-10 2024-06-11
1. LPL FINANCIAL HOLDINGS INC   2023-06-23 2024-06-11
10. LABORATORY CORP AMER HLDGS COM NEW   2020-06-10 2023-12-12
2. LABORATORY CORP AMER HLDGS COM NEW   2020-06-10 2024-03-05
1. LABORATORY CORP AMER HLDGS COM NEW   2022-12-07 2024-03-06
2. LABORATORY CORP AMER HLDGS COM NEW   2020-06-10 2024-03-06
3. LAS VEGAS SANDS CORP   2021-02-19 2024-05-10
2. LAS VEGAS SANDS CORP   2021-02-19 2024-05-28
9. MARVELL TECH INC   2023-05-03 2024-02-08
9. MARVELL TECH INC   2023-05-04 2024-02-08
2. MARVELL TECH INC   2023-05-04 2024-05-10
2. MARVELL TECH INC   2023-05-04 2024-05-28
1. MICROSOFT CORPORATION   2020-06-10 2023-07-11
1. MICROSOFT CORPORATION   2020-06-10 2024-01-30
1. MICROSOFT CORPORATION   2020-06-10 2024-05-10
1. MICROSOFT CORPORATION   2020-06-10 2024-05-28
2. MICROSOFT CORPORATION   2020-06-10 2024-06-11
14. MICRON TECHNOLOGY INC   2023-11-01 2024-02-08
2. MICRON TECHNOLOGY INC   2023-11-01 2024-05-10
1. MICRON TECHNOLOGY INC   2023-11-01 2024-05-28
5. MONDELEZ INTERNATIONAL INC   2022-01-03 2024-02-21
12. MONDELEZ INTERNATIONAL INC   2021-12-17 2024-02-21
4. MONDELEZ INTERNATIONAL INC   2022-01-03 2024-02-29
18. MONDELEZ INTERNATIONAL INC   2022-02-24 2024-02-29
6. MONDELEZ INTERNATIONAL INC   2022-03-31 2024-02-29
9. MONSTER BEVERAGE SHS   2022-04-12 2023-08-17
3. MONSTER BEVERAGE SHS   2022-05-03 2023-08-17
2. MONSTER BEVERAGE SHS   2022-05-03 2024-05-10
5. MONSTER BEVERAGE SHS   2022-05-03 2024-05-23
2. MONSTER BEVERAGE SHS   2022-05-04 2024-05-23
12. MONSTER BEVERAGE SHS   2022-06-13 2024-05-23
2. MONSTER BEVERAGE SHS   2022-06-21 2024-05-31
10. MONSTER BEVERAGE SHS   2022-06-22 2024-05-31
10. MONSTER BEVERAGE SHS   2022-08-24 2024-05-31
2. NOVO-NORDISK A S ADR   2020-06-10 2024-05-10
1. NOVO-NORDISK A S ADR   2020-06-10 2024-05-28
2. NOVO-NORDISK A S ADR   2020-06-10 2024-06-11
5. NVIDIA CORP   2024-02-08 2024-06-11
1. NVIDIA CORP   2024-03-25 2024-06-11
5. OTIS WORLDWIDE CORP REG   2020-06-10 2023-08-17
2. OTIS WORLDWIDE CORP REG   2020-06-10 2024-05-10
4. PROGRESSIVE CORP OHIO COM   2021-11-10 2023-07-12
2. PROGRESSIVE CORP OHIO COM   2021-11-11 2023-11-01
1. PROGRESSIVE CORP OHIO COM   2021-11-30 2024-01-30
1. PROGRESSIVE CORP OHIO COM   2021-11-30 2024-04-09
4. PROGRESSIVE CORP OHIO COM   2021-11-30 2024-04-10
2. PROGRESSIVE CORP OHIO COM   2021-12-03 2024-04-26
4. PROGRESSIVE CORP OHIO COM   2021-12-06 2024-04-29
4. PROGRESSIVE CORP OHIO COM   2022-05-26 2024-04-29
1. RAYTHEON TECHNOLOGIES   2024-01-17 2024-05-10
1. RAYTHEON TECHNOLOGIES   2024-01-17 2024-05-28
1. REINSURANCE GROUP OF AMERICA INC   2022-04-20 2024-05-10
2. ROSS STORES INC   2021-08-12 2024-06-11
2. ROYAL DUTCH SHELL PLC   2023-07-12 2024-05-10
1. ROYAL DUTCH SHELL PLC   2023-07-13 2024-05-28
4. SANOFI ADR   2020-06-10 2024-05-10
1. SANOFI ADR   2020-06-10 2024-05-28
2. SEALED AIR CORP   2021-06-21 2023-08-23
1. SEALED AIR CORP   2021-06-22 2023-08-23
1. SEALED AIR CORP   2021-08-03 2023-08-24
5. SEALED AIR CORP   2021-07-13 2023-08-24
5. SEALED AIR CORP   2021-07-12 2023-08-24
3. SEALED AIR CORP   2021-06-25 2023-08-24
2. SEALED AIR CORP   2021-06-24 2023-08-24
3. SEALED AIR CORP   2021-06-23 2023-08-24
2. SEALED AIR CORP   2021-06-22 2023-08-24
3. SEALED AIR CORP   2021-07-14 2023-08-24
1. SEALED AIR CORP   2021-08-03 2023-09-05
3. SEALED AIR CORP   2021-08-04 2023-09-05
5. SEALED AIR CORP   2021-08-04 2023-09-06
2. SEALED AIR CORP   2022-11-09 2023-09-06
13. SEALED AIR CORP   2022-11-09 2023-09-07
1. SEALED AIR CORP   2022-11-10 2023-09-07
2. SKECHERS U S A INC   2023-04-28 2024-05-10
2. SKECHERS U S A INC   2023-04-28 2024-05-28
2. SONY CORP/AMER SHARES NEW/   2023-03-20 2024-05-10
1. SONY CORP/AMER SHARES NEW/   2023-03-20 2024-05-28
2. SONY CORP/AMER SHARES NEW/   2023-03-21 2024-06-11
2. TKO GROUP HOLDINGS INC   2021-08-05 2024-05-10
1. TENET HEALTHCARE CORP   2023-02-03 2024-05-10
1. TENET HEALTHCARE CORP   2023-02-03 2024-05-28
4. UNILEVER PLC W/I (UK/USD) US9047677045   2020-06-10 2024-04-26
25. UNILEVER PLC W/I (UK/USD) US9047677045   2020-06-10 2024-04-29
15. UNILEVER PLC W/I (UK/USD) US9047677045   2020-06-10 2024-04-30
1000. U.S. TREASURY BOND   2020-06-10 2024-06-12
1000. U.S. TREASURY NOTE   2023-09-07 2024-06-12
3000. U.S. TREASURY NOTE   2020-06-10 2024-02-28
1000. U.S. TREASURY NOTE   2023-05-23 2024-02-28
1000. U.S. TREASURY NOTE   2021-05-10 2024-02-09
1000. U.S. TREASURY NOTE   2021-03-24 2024-02-09
3000. U.S. TREASURY NOTE   2021-12-20 2023-09-07
1000. U.S. TREASURY NOTE   2023-05-23 2023-10-04
2000. U.S. TREASURY NOTE   2022-03-25 2023-10-04
1000. U.S. TREASURY NOTE   2023-06-28 2023-11-09
1000. U.S. TREASURY NOTE   2022-03-25 2024-06-12
2000. U.S. TREASURY NOTE   2022-07-26 2023-07-27
1000. U.S. TREASURY NOTE   2022-07-26 2024-02-09
2000. U.S. TREASURY NOTE   2023-07-27 2024-03-13
2000. U.S. TREASURY NOTE   2022-08-30 2023-11-29
2000. U.S. TREASURY NOTE   2024-02-28 2024-03-13
1. UNITEDHEALTH GROUP INC   2020-06-10 2024-04-09
1. UNITEDHEALTH GROUP INC   2020-06-10 2024-04-10
1. UNITEDHEALTH GROUP INC   2020-06-10 2024-06-11
1. VEEVA SYS INC CL A   2021-01-06 2024-05-28
1. VEEVA SYS INC CL A   2021-04-27 2024-06-11
29. VERIZON COMMUNICATIONS INC   2023-10-19 2024-03-25
4. VERIZON COMMUNICATIONS INC   2023-10-20 2024-03-25
14. VERIZON COMMUNICATIONS INC   2023-11-01 2024-03-26
15. VERIZON COMMUNICATIONS INC   2023-10-20 2024-03-26
3. VISA INC   2020-11-02 2024-01-03
1. VISA INC   2021-01-20 2024-01-03
1. VISA INC   2021-04-26 2024-01-03
2. VOYA FINL INC SHS   2022-09-28 2024-05-10
1. VOYA FINL INC SHS   2022-09-28 2024-05-28
4. VOYA FINL INC SHS   2022-09-28 2024-06-28
1. WABTEC   2024-02-09 2024-06-11
1. ZEBRA TECHNOLOGIES CORP CL A   2023-08-23 2024-06-11
1. ALLEGION PLC SHS   2023-06-08 2024-02-22
1. ALLEGION PLC SHS   2023-06-09 2024-02-22
4. ALLEGION PLC SHS   2023-06-12 2024-02-22
3. ALLEGION PLC SHS   2023-06-13 2024-02-23
4. ALLEGION PLC SHS   2023-07-12 2024-03-01
2. ALLEGION PLC SHS   2023-08-17 2024-03-01
1. ALLEGION PLC SHS   2023-08-17 2024-03-04
4. ALLEGION PLC SHS   2023-08-18 2024-03-04
5. AXALTA COATING SYSTEMS   2020-06-10 2024-01-30
11. AXALTA COATING SYSTEMS   2020-06-10 2024-05-02
8. AXALTA COATING SYSTEMS   2020-07-01 2024-05-03
3. AXALTA COATING SYSTEMS   2020-07-02 2024-05-03
8. AXALTA COATING SYSTEMS   2020-06-10 2024-05-03
4. AXALTA COATING SYSTEMS   2020-08-21 2024-05-03
10. AXALTA COATING SYSTEMS   2020-06-30 2024-05-03
1. AXALTA COATING SYSTEMS   2020-08-24 2024-05-10
1. AXALTA COATING SYSTEMS   2020-11-03 2024-05-15
7. AXALTA COATING SYSTEMS   2020-08-24 2024-05-15
5. AXALTA COATING SYSTEMS   2020-08-25 2024-05-15
2. AXALTA COATING SYSTEMS   2020-11-03 2024-05-16
11. AXALTA COATING SYSTEMS   2020-11-04 2024-05-16
3. AXALTA COATING SYSTEMS   2020-11-05 2024-05-17
6. AXALTA COATING SYSTEMS   2023-05-11 2024-05-17
3. AXALTA COATING SYSTEMS   2023-05-12 2024-05-17
1. MEDTRONIC PLC SHS   2023-06-21 2024-05-10
2. MEDTRONIC PLC SHS   2023-06-21 2024-05-28
13. MEDTRONIC PLC SHS   2023-06-21 2024-05-31
6. MEDTRONIC PLC SHS   2023-06-21 2024-06-10
5. MEDTRONIC PLC SHS   2023-06-22 2024-06-10
5. MEDTRONIC PLC SHS   2023-07-12 2024-06-17
6. MEDTRONIC PLC SHS   2023-08-17 2024-06-17
3. MEDTRONIC PLC SHS   2023-06-22 2024-06-17
2. APTIV PLC SHS   2022-07-13 2024-05-10
1. APTIV PLC SHS   2022-07-13 2024-05-28
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 152   128 24
b 345   256 89
c 154   73 81
d 169   73 96
e 178   73 105
178   73 105
168   73 95
352   146 206
352   146 206
161   133 28
375   265 110
545   398 147
186   133 53
186   156 30
202   184 18
1,180   921 259
950   747 203
238   184 54
470   492 -22
157   164 -7
470   490 -20
506   519 -13
506   493 13
536   285 251
183   88 95
380   176 204
822   352 470
584   259 325
730   333 397
873   278 595
349   133 216
229   56 173
70   126 -56
141   254 -113
25   42 -17
24   42 -18
266   209 57
149   119 30
709   389 320
403   195 208
408   195 213
359   379 -20
1,489   1,568 -79
982   978 4
100   103 -3
555   417 138
277   221 56
279   193 86
279   209 70
559   398 161
635   386 249
953   596 357
635   446 189
283   278 5
236   227 9
94   90 4
90   106 -16
90   93 -3
181   188 -7
46   54 -8
182   212 -30
97   108 -11
201   177 24
67   59 8
134   121 13
646   623 23
214   208 6
196   208 -12
77   83 -6
122   47 75
122   35 87
119   35 84
681   212 469
175   89 86
56   30 26
99   94 5
98   94 4
202   188 14
307   403 -96
456   609 -153
140   217 -77
558   811 -253
142   217 -75
283   443 -160
402   472 -70
134   221 -87
536   649 -113
120   91 29
95   117 -22
239   123 116
80   39 41
1,435   739 696
81   39 42
485   243 242
197   101 96
275   148 127
132   143 -11
595   475 120
405   237 168
473   237 236
506   237 269
156   124 32
50   41 9
259   252 7
259   257 2
480   518 -38
477   517 -40
468   518 -50
234   242 -8
512   518 -6
256   261 -5
256   270 -14
154   116 38
75   58 17
219   174 45
76   76  
893   800 93
446   394 52
344   344  
1,805   1,822 -17
369   383 -14
134   107 27
134   107 27
269   214 55
636   387 249
3,024   1,739 1,285
4,165   2,319 1,846
2,481   1,353 1,128
149   110 39
75   55 20
635   439 196
1,312   917 395
174   108 66
199   108 91
195   108 87
280   209 71
2,177   1,509 668
433   302 131
217   201 16
435   302 133
141   181 -40
90   120 -30
651   356 295
651   352 299
136   78 58
156   78 78
331   194 137
410   194 216
413   194 219
429   194 235
863   388 475
1,197   964 233
240   138 102
132   69 63
368   329 39
884   783 101
293   263 30
1,318   1,154 164
439   377 62
519   372 147
173   126 47
111   84 27
263   210 53
105   84 21
632   512 120
103   91 12
513   455 58
513   451 62
257   66 191
134   33 101
284   66 218
602   351 251
120   95 25
423   299 124
193   119 74
531   383 148
318   191 127
179   93 86
205   93 112
822   374 448
417   189 228
826   387 439
826   467 359
106   86 20
106   86 20
209   120 89
288   251 37
148   124 24
72   62 10
196   206 -10
48   52 -4
69   117 -48
34   59 -25
35   58 -23
175   285 -110
175   290 -115
105   176 -71
70   117 -47
105   176 -71
70   117 -47
105   171 -66
36   58 -22
109   174 -65
178   290 -112
71   93 -22
442   603 -161
34   49 -15
136   105 31
141   105 36
151   177 -26
80   89 -9
170   178 -8
201   100 101
127   57 70
131   57 74
205   214 -9
1,287   1,337 -50
777   802 -25
812   1,288 -476
953   940 13
2,919   3,026 -107
973   954 19
924   988 -64
924   984 -60
2,844   3,004 -160
985   971 14
1,971   1,949 22
990   974 16
975   978 -3
1,921   1,985 -64
976   993 -17
1,796   1,813 -17
1,970   1,992 -22
2,046   2,031 15
459   307 152
457   307 150
496   307 189
203   272 -69
187   283 -96
1,181   916 265
163   127 36
572   495 77
613   478 135
773   559 214
258   206 52
258   230 28
147   122 25
74   61 13
285   243 42
162   137 25
301   270 31
130   113 17
130   113 17
518   458 60
387   351 36
509   490 19
255   213 42
128   106 22
512   429 83
164   118 46
384   260 124
281   177 104
105   67 38
281   189 92
140   95 45
351   224 127
36   24 12
36   26 10
250   169 81
179   120 59
71   52 19
391   286 105
107   80 27
213   181 32
107   90 17
82   88 -6
164   177 -13
1,053   1,148 -95
498   530 -32
415   440 -25
399   438 -39
479   491 -12
239   264 -25
166   178 -12
83   89 -6
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       24
b       89
c       81
d       96
e       105
      105
      95
      206
      206
      28
      110
      147
      53
      30
      18
      259
      203
      54
      -22
      -7
      -20
      -13
      13
      251
      95
      204
      470
      325
      397
      595
      216
      173
      -56
      -113
      -17
      -18
      57
      30
      320
      208
      213
      -20
      -79
      4
      -3
      138
      56
      86
      70
      161
      249
      357
      189
      5
      9
      4
      -16
      -3
      -7
      -8
      -30
      -11
      24
      8
      13
      23
      6
      -12
      -6
      75
      87
      84
      469
      86
      26
      5
      4
      14
      -96
      -153
      -77
      -253
      -75
      -160
      -70
      -87
      -113
      29
      -22
      116
      41
      696
      42
      242
      96
      127
      -11
      120
      168
      236
      269
      32
      9
      7
      2
      -38
      -40
      -50
      -8
      -6
      -5
      -14
      38
      17
      45
       
      93
      52
       
      -17
      -14
      27
      27
      55
      249
      1,285
      1,846
      1,128
      39
      20
      196
      395
      66
      91
      87
      71
      668
      131
      16
      133
      -40
      -30
      295
      299
      58
      78
      137
      216
      219
      235
      475
      233
      102
      63
      39
      101
      30
      164
      62
      147
      47
      27
      53
      21
      120
      12
      58
      62
      191
      101
      218
      251
      25
      124
      74
      148
      127
      86
      112
      448
      228
      439
      359
      20
      20
      89
      37
      24
      10
      -10
      -4
      -48
      -25
      -23
      -110
      -115
      -71
      -47
      -71
      -47
      -66
      -22
      -65
      -112
      -22
      -161
      -15
      31
      36
      -26
      -9
      -8
      101
      70
      74
      -9
      -50
      -25
      -476
      13
      -107
      19
      -64
      -60
      -160
      14
      22
      16
      -3
      -64
      -17
      -17
      -22
      15
      152
      150
      189
      -69
      -96
      265
      36
      77
      135
      214
      52
      28
      25
      13
      42
      25
      31
      17
      17
      60
      36
      19
      42
      22
      83
      46
      124
      104
      38
      92
      45
      127
      12
      10
      81
      59
      19
      105
      27
      32
      17
      -6
      -13
      -95
      -32
      -25
      -39
      -12
      -25
      -12
      -6
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 21,798
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 406
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........................... 3 406
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- ..... 5 406
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 250
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.............. 7 250
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.......right arrow 9 156
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (888) 866-3275

Located atright arrowPO BOX 1532 AFTPENNINGTONNJ ZIP+4right arrow08534
15
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
15
 
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)
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
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 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.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BARBARA BOARD TRUSTEE
2 		0    
4643 BAY SHORE DR
STURGEON BAY,WI542359735
MARGARET WEST TRUSTEE
2 		0    
3250 NORMANDY LN
GREEN BAY,WI543011426
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...................right arrow 0
Form 990-PF (2023)
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 arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
493,756
b
Average of monthly cash balances.......................
1b
10,131
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
503,887
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
503,887
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
7,558
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
496,329
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
24,816
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.)
1
Minimum investment return from Part IX, line 6..................
1
24,816
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
406
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
406
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
24,410
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
24,410
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
24,410
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
21,641
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
21,641
Form 990-PF (2023)
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 24,410
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 18,083
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 21,641
a Applied to 2022, but not more than line 2a 18,083
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..... 3,558
e Remaining amount distributed out of corpus 0
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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		20,852
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
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 or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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
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)
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)
aPaid during the year

BIRCH CREEK MUSIC PERFORMANCE

PO BOX 230
EGG HARBOR,WI54209 		N/A PC UNRESTRICTED GENERAL 1,500

DOOR COUNTY CANCER CENTER

323 S 18TH AVENUE
STURGEON BAY,WI54235 		N/A PC UNRESTRICTED GENERAL 2,000

SUNSHINE RESOURCES OF DOOR COUNTY

55 W YEW ST
STURGEON BAY,WI54235 		N/A PC UNRESTRICTED GENERAL 2,500

HELP OF DOOR COUNTY

219 GREEN BAY RD
STURGEON BAY,WI54235 		N/A PC UNRESTRICTED GENERAL 1,000

DOOR COUNTY LAND TRUST

PO BOX 65
STURGEON BAY,WI54235 		N/A PC UNRESTRICTED GENERAL 2,500

Feed And Clothe My People Of Door County

PO BOX 741
Sturgeon Bay,WI542350741 		N/A PC UNRESTRICTED GENERAL 1,083

PENINSULA SINGERS

PO BOX 611
STURGEON BAY,WI54235 		N/A PC UNRESTRICTED GENERAL 3,000

UNITY HOSPICE

55 BRIGGS WAY
DURHAM,NH03824 		N/A PC UNRESTRICTED GENERAL 1,500

WRITE ON DOOR COUNTY INC

4177 JUDDVILLE ROAD
FISH CREEK,WI54212 		N/A PC UNRESTRICTED GENERAL 2,000

SALVATION ARMY

421 NEBRASKA ST
STURGEON BAY,WI54235 		N/A PC UNRESTRICTED GENERAL 1,000
Total .................................right arrow 3a 18,083
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
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
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 10,986  
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 21,798  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 70  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   32,854  
13Total. Add line 12, columns (b), (d), and (e)..................
13
32,854
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
HISLOP FAMILY FOUNDATION
EIN:
39-6735003
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,250     1,250

TY 2023 InvestmentsCorpBondsSchedule
Name:
HISLOP FAMILY FOUNDATION
EIN:
39-6735003
Name of Bond End of Year Book Value End of Year Fair Market Value
3135G0Q22 FEDERAL NATL MTG ASS    
38141GGS7 GOLDMAN SACHS GROUP    
912828YV6 U.S. TREASURY NOTE    
912828Y38 U.S. TRSY INFLATION    
912803CK7 U.S. TREASURY PRIN S    
907818EY0 UNION PACIFIC CORP 3,143 2,905
912810QU5 U.S. TREASURY BOND 3    
912810RH3 U.S. TREASURY BOND    
912828Z94 U.S. TREASURY NOTE    
035242AN6 ANHEUSER-BUSCH INBEV 2,387 1,838
037833CU2 APPLE INC    
06406RAN7 BANK OF NY MELLON CO 2,951 2,908
912828V98 U.S. TREASURY NOTE    
9128286T2 U.S. TREASURY NOTE    
912810RT7 U.S. TREASURY BOND    
172967FT3 CITIGROUP INC    
92826CAC6 VISA INC    
931142EK5 WALMART INC    
37045XCJ3 GENERAL MOTORS FINL    
06367WHH9 BANK OF MONTREAL    
912810SJ8 U.S. TREASURY BOND    
912828YF1 U.S. TREASURY NOTE    
61746BEG7 MORGAN STANLEY 2,465 1,718
78013XKG2 ROYAL BANK OF CANADA    
91159HHP8 US BANCORP    
94974BFC9 WELLS FARGO & COMPAN    
05531FAX1 BB&T CORPORATION    
20030NCS8 COMCAST CORP    
46647PBT2 JPMORGAN CHASE & CO 4,003 3,758
92343VGH1 VERIZON COMMUNICATIO 4,033 3,599
91282CBD2 U.S. TREASURY NOTE    
91282CBQ3 U.S. TREASURY NOTE    
91282CAW1 U.S. TREASURY NOTE    
05526DBR5 BAT CAPITAL CORP    
912810SR0 U.S. TREASURY BOND    
126650DJ6 CVS HEALTH CORP 3,277 2,763
912810SS8 U.S. TREASURY BOND    
95000U2S1 WELLS FARGO & COMPAN 2,950 2,764
912810ST6 U.S. TREASURY BOND    
912828Z78 U.S. TREASURY NOTE    
91282CED9 U.S. TREASURY NOTE    
91282CCS8 U.S. TREASURY NOTE    
91282CDN8 U.S. TREASURY NOTE    
91282CEM9 U.S. TREASURY NOTE    
91282CEN7 U.S. TREASURY NOTE    
91282CDV0 U.S. TREASURY NOTE    
68389XCH6 ORACLE CORP 3,131 3,139
172967PA3 CITIGROUP INC 2,081 2,098
10373QBU3 BP CAP MARKETS AMERI 1,949 1,941
29379VCF8 ENTERPRISE PRODUCTS 2,948 2,920
91159HJR2 US BANCORP 2,023 2,012

TY 2023 InvestmentsCorpStockSchedule
Name:
HISLOP FAMILY FOUNDATION
EIN:
39-6735003
Name of Stock End of Year Book Value End of Year Fair Market Value
12508E101 CDK GLOBAL INC    
50540R409 LABORATORY CORP AMER    
904784709 UNILEVER NV    
74762E102 QUANTA SERVICES INC    
778296103 ROSS STORES INC 2,482 3,778
92826C839 VISA INC    
02079K305 ALPHABET INC SHS 3,601 7,832
02209S103 ALTRIA GROUP INC    
17275R102 CISCO SYSTEMS INC    
037833100 APPLE INC 3,530 8,214
00130H105 AES CORP/VA    
91324P102 UNITEDHEALTH GROUP I 1,869 3,056
20825C104 CONOCOPHILLIPS 1,417 2,516
23331A109 DR HORTON INC    
500472303 KONINKLIJKE PHILIPS    
548661107 LOWES COMPANIES INC    
594918104 MICROSOFT CORP COM 8,641 18,772
92343V104 VERIZON COMMUNICATIO    
37045V100 GENERAL MOTORS CO    
670100205 NOVO NORDISK A/S ADR 1,488 5,567
68902V107 OTIS WORLDWIDE CORP 1,765 2,310
80105N105 SANOFI-SYNTHELABO 4,263 4,027
931142103 WAL MART STORES INC    
05523R107 BAE SYSTEMS PLC    
084670702 BERKSHIRE HATHAWAYIN 2,733 5,695
09857L108 BOOKING HLDGS INC    
166764100 CHEVRONTEXACO CORP    
902973304 US BANCORP DEL    
G0750C108 AXALTA COATING SYSTE    
02079K107 ALPHABET INC SHS 2,902 5,503
269246401 E*TRADE FINANCIAL CO    
30303M102 FACEBOOK INC 2,564 7,563
34959J108 FORTIVE CORP 3,765 4,298
443510607 HUBBELL INC    
46625H100 J P MORGAN CHASE & C 2,599 4,854
02005N100 ALLY FINANCIAL INC    
055622104 BP P L C SPONS ADR 2,579 2,780
172967424 CITIGROUP INC    
20030N101 COMCAST CORP 5,264 4,817
22052L104 DOWDUPONT INC 2,174 3,614
256677105 DOLLAR GENERAL CORP    
256746108 DOLLAR TREE INC 4,137 4,057
67103H107 O'REILLY AUTOMOTIVE    
717081103 PFIZER INC    
754730109 RAYMOND JAMES FINANC    
770323103 ROBERT HALF INTERNAT    
89832Q109 TRUIST FINL CORP    
655844108 NORFOLK SOUTHERN COR    
874039100 TAIWAN SEMICONDUCTOR    
N6596X109 NXP SEMICONDUCTORS N    
01609W102 ALIBABA GROUP HOLDIN    
09062X103 BIOGEN IDEC INC    
12504L109 CBRE GROUP INC    
192446102 COGNIZANT TECHNOLOGY 2,909 3,332
023135106 AMAZON COM INC 9,553 13,528
12541W209 CH ROBINSON WORLDWID    
98156Q108 WORLD WRESTLING ENTE    
444859102 HUMANA INC 2,105 1,868
339041105 FLEETCOR TECHNOLOGIS    
617446448 MORGAN STANLEY    
171779309 CIENA CORP 2,848 3,035
35137L105 FOX CORP    
517834107 LAS VEGAS SANDS CORP 2,158 1,726
26884L109 EQT CORP    
45866F104 INTERCONTINENTAL EXC 4,179 5,065
14040H105 CAPITAL ONE FINANCIA    
31620M106 FIDELITY NATL INFO S    
12514G108 CDW CORP/DE    
92857W308 VODAFONE GROUP PLC    
922475108 VEEVA SYS INC 2,262 2,013
81211K100 SEALED AIR CORP    
038222105 APPLIED MATERIALS IN 1,058 3,776
191216100 COCA-COLA CO/THE    
904767704 UNILEVER PLC AMER SH    
036752103 ANTHEM INC 2,098 3,251
070830104 BATH & BODY WORKS IN    
032654105 ANALOG DEVICES INC    
05352A100 AVANTOR INC 3,764 2,290
759351604 REINSURANCE GROUP OF 1,654 2,874
149123101 CATERPILLAR INC    
61174X109 MONSTER BEVERAGE SHS    
609207105 MONDELEZ INTERNATION    
743315103 PROGRESSIVE CORP/THE    
50212V100 LPL FINANCIAL HOLDIN 2,144 2,793
G5960L103 MEDTRONIC PLC SHS    
31620R303 FIDELITY NATIONAL FI 1,754 2,323
88033G407 TENET HEALTHCARE COR 1,733 4,124
34965K107 FORTREA HOLDINGS INC 1,161 887
G6095L109 APTIV PLC SHS 2,763 2,113
007903107 ADVANCED MICRO DEVIC 3,622 4,704
G0176J109 ALLEGION PLC SHS    
26484T106 DUN AND BRADSTREET H 1,260 935
573874104 MARVELL TECH INC 3,078 3,845
835699307 SONY CORP ADR AMERN 3,868 3,738
929089100 VOYA FINL INC SHS 1,851 1,992
830566105 SKECHERS U S A INC 1,622 2,212
009158106 AIR PRODUCTS & CHEMI 3,189 3,097
14149Y108 CARDINAL HEALTH INC 3,445 3,343
22822V101 CROWN CASTLE INTERNA 3,324 3,322
25243Q205 DIAGEO PLC SPON ADR 2,567 2,143
285512109 ELECTRONIC ARTS 3,566 3,623
595112103 MICRON TECHNOLOGY 2,369 4,209
67066G104 NVIDIA CORP 4,386 7,042
75513E101 RAYTHEON TECHNOLOGIE 2,050 2,309
780259305 ROYAL DUTCH SHELL PL 2,439 2,815
87256C101 TKO GROUP HOLDINGS I 1,473 2,592
883556102 THERMO FISHER SCIENT 3,152 3,318
929740108 WABTEC CORP 1,548 1,739
989207105 ZEBRA TECHNOLOGIES C 3,035 3,707
G4705A100 ICON PLC 2,221 2,194

TY 2023 InvestmentsGovtObligationsSch
Name:
HISLOP FAMILY FOUNDATION
EIN:
39-6735003
US Government Securities - End of Year Book Value:

74,690
US Government Securities - End of Year Fair Market Value:

66,214
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2023 InvestmentsOtherSchedule2
Name:
HISLOP FAMILY FOUNDATION
EIN:
39-6735003
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
464287614 ISHARES RUSSELL 1000 AT COST 29,171 53,583
46432F842 ISHARES CORE MSCI EA AT COST 33,837 41,114
09256H336 BLACKROCK MULTI-ASSE AT COST 53,690 51,924
46434V621 ISHARES CORE DIVIDEN AT COST 37,100 52,367

TY 2023 OtherDecreasesSchedule
Name:
HISLOP FAMILY FOUNDATION
EIN:
39-6735003
Description Amount
ACCRUED INTEREST C/O 96
TYE INCOME ADJ 43
TYE SALES ADJ 42


TY 2023 OtherExpensesSchedule
Name:
HISLOP FAMILY FOUNDATION
EIN:
39-6735003
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 13 13   0


TY 2023 OtherIncomeSchedule2
Name:
HISLOP FAMILY FOUNDATION
EIN:
39-6735003
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 70 0  


TY 2023 OtherIncreasesSchedule
Name:
HISLOP FAMILY FOUNDATION
EIN:
39-6735003
Description Amount
SECURITIES ADJ 89


TY 2023 OtherProfessionalFeesSchedule
Name:
HISLOP FAMILY FOUNDATION
EIN:
39-6735003
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 5,769 3,462   2,308


TY 2023 TaxesSchedule
Name:
HISLOP FAMILY FOUNDATION
EIN:
39-6735003
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 93 93   0
EXCISE TAX ESTIMATES 250 0   0
FOREIGN TAXES ON NONQUALIFIED 2 2   0