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 01-01-2023 , and ending 12-31-2023
Name of foundation
JAMES J & MILDRED M POSTMA SCHOLARSHIP FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 95672
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL606945672
A Employer identification number

36-7057895
B Telephone number (see instructions)

(312) 461-5154
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$2,532,077J 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... 45,629 45,629  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 28,960
b Gross sales price for all assets on line 6a 595,412
7 Capital gain net income (from Part IV, line 2)... 28,960
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
634    
12 Total. Add lines 1 through 11........ 75,223 74,589  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 28,398 14,199   14,199
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).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
715 335   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.......... 29,113 14,534 0 14,199
25 Contributions, gifts, grants paid....... 75,606 75,606
26 Total expenses and disbursements. Add lines 24 and 25 104,719 14,534 0 89,805
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -29,496
b Net investment income (if negative, enter -0-) 60,055
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.............      
2 Savings and temporary cash investments......... 108,992 291,482 291,482
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) 778 Click to see attachment
List of Attached Documents:
// Content
689 		704
b Investments—corporate stock (attach schedule)....... 722,838 Click to see attachment
List of Attached Documents:
// Content
782,330 		1,252,516
c Investments—corporate bonds (attach schedule)....... 347,355 Click to see attachment
List of Attached Documents:
// Content
200,741 		197,363
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)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
848,616 		Click to see attachment
List of Attached Documents:
// Content
723,239 		Click to see attachment
List of Attached Documents:
// Content
790,012
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,028,579 1,998,481 2,532,077
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........ 2,028,579 1,998,481
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)..... 2,028,579 1,998,481
30 Total liabilities and net assets/fund balances (see instructions). 2,028,579 1,998,481
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
2,028,579
2
Enter amount from Part I, line 27a .....................
2
-29,496
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,999,083
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
602
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,998,481
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 10.96 FG G08095 5.5% 01 NOV 2035   2005-12-12 2023-01-17
b 7.21 FG G08095 5.5% 01 NOV 2035   2005-12-12 2023-02-15
c 2293.748 JPM OPPORT EQ LNG/SHRT-R6   2020-03-18 2023-02-23
d 70000. PHILIP MORRIS INTL INC 2.625% 06 MAR 202   2019-10-25 2023-03-06
e 132. DOLLAR TREE INC   2021-01-21 2023-03-07
42. JOHNSON & JOHNSON COMMON STOCK   2021-04-22 2023-03-07
108. MERCK & CO. INC.   2020-03-30 2023-03-07
75. MORGAN STANLEY DEAN WITTER DISCV COMMON STOCK NEW   2020-03-30 2023-03-07
381. REGIONS FINANCIAL CORP   2022-05-23 2023-03-07
866. REGIONS FINANCIAL CORP   2022-03-02 2023-03-07
8.28 FG G08095 5.5% 01 NOV 2035   2005-12-12 2023-03-15
25000. UNITEDHEALTH GROUP INC 2.875% 15 MAR 2023   2018-12-28 2023-03-15
4.3 FG G08095 5.5% 01 NOV 2035   2005-12-12 2023-04-17
225. ALLSTATE CORPORATION COMMON STOCK   2020-11-19 2023-05-01
88. JOHNSON & JOHNSON COMMON STOCK   2020-08-21 2023-05-01
4.49 FG G08095 5.5% 01 NOV 2035   2005-12-12 2023-05-15
8. AUTODESK INC COMMON STOCK   2022-03-02 2023-06-02
64. LOWES COMPANIES INC COMMON STOCK   2016-02-18 2023-06-02
109. MERCK & CO. INC.   2021-02-18 2023-06-02
144. MORGAN STANLEY DEAN WITTER DISCV COMMON STOCK NEW   2020-03-24 2023-06-02
11. UNITEDHEALTH GROUP INC COMMON STOCK   2021-06-17 2023-06-02
4.36 FG G08095 5.5% 01 NOV 2035   2005-12-12 2023-06-15
5.45 FG G08095 5.5% 01 NOV 2035   2005-12-12 2023-07-17
4.9 FG G08095 5.5% 01 NOV 2035   2005-12-12 2023-08-15
84. ALASKA AIR GROUP INC COMMON STOCK   2022-12-13 2023-09-01
249. ALASKA AIR GROUP INC COMMON STOCK   2022-03-02 2023-09-01
6. BROADCOM INC   2021-03-18 2023-09-01
180. PTC INC COM   2021-08-19 2023-09-01
234. CAPRI HOLDINGS LTD   2022-09-02 2023-09-01
6220. HARTFORD FLOATING RATE-F   2021-05-13 2023-09-12
13.48 FG G08095 5.5% 01 NOV 2035   2005-12-12 2023-09-15
13. ADOBE SYSTEMS INC COMMON STOCK   2023-06-02 2023-10-03
5. ADOBE SYSTEMS INC COMMON STOCK   2020-12-18 2023-10-03
451. CMS ENERGY CORPORATION COMMON STOCK   2021-09-16 2023-10-03
10.83 FG G08095 5.5% 01 NOV 2035   2005-12-12 2023-10-16
59. PUBLIC STORAGE INC COMMON STOCK   2022-09-02 2023-11-01
23. THERMO ELECTRON CORPORATION COMMON STOCK   2022-03-02 2023-11-01
291. MEDTRONIC PLC   2023-03-07 2023-11-01
5.62 FG G08095 5.5% 01 NOV 2035   2005-12-12 2023-11-15
50000. SCHLUMBERGER INVESTMENT 3.65% 01 DEC 2023   2018-02-14 2023-12-01
220. FORTINET INC   2017-12-21 2023-12-07
410. SENSATA TECHNOLOGIES HOLDING   2020-11-19 2023-12-07
8.08 FG G08095 5.5% 01 NOV 2035   2005-12-12 2023-12-15
4610. PIMCO PREFER & CAPITAL-INST   2021-05-13 2023-12-28
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 11   11  
b 7   7  
c 40,232   40,049 183
d 70,000   70,000  
e 18,711   14,277 4,434
6,472   6,917 -445
12,026   8,120 3,906
7,231   2,575 4,656
8,541   7,971 570
19,414   18,127 1,287
8   8  
25,000   25,000  
4   4  
26,082   21,145 4,937
14,422   13,378 1,044
4   5 -1
1,640   1,737 -97
13,217   4,338 8,879
12,118   7,857 4,261
12,094   4,652 7,442
5,472   4,352 1,120
4   4  
5   6 -1
5   5  
3,496   3,899 -403
10,363   13,085 -2,722
5,223   2,802 2,421
26,336   19,022 7,314
12,344   11,328 1,016
48,516   51,937 -3,421
13   14 -1
6,578   5,633 945
2,530   2,485 45
23,407   26,732 -3,325
11   11  
13,984   19,799 -5,815
10,041   12,157 -2,116
20,430   23,496 -3,066
6   6  
50,000   50,000  
11,228   1,942 9,286
13,766   19,688 -5,922
8   8  
40,752   51,863 -11,111
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
      3,660
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        
b        
c       183
d        
e       4,434
      -445
      3,906
      4,656
      570
      1,287
       
       
       
      4,937
      1,044
      -1
      -97
      8,879
      4,261
      7,442
      1,120
       
      -1
       
      -403
      -2,722
      2,421
      7,314
      1,016
      -3,421
      -1
      945
      45
      -3,325
       
      -5,815
      -2,116
      -3,066
       
       
      9,286
      -5,922
       
      -11,111
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 28,960
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) 1 835
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........................... 3 835
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- ..... 5 835
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 380
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.............. 7 380
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 9 455
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 arrowFL
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 arrowN/A
14
The books are in care ofright arrowBMO BANK NA, C/O MICHELLE WILLMS Telephone no.right arrow (262) 693-4101

Located atright arrowPO BOX 95672CHICAGOIL ZIP+4right arrow606945672
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........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
BMO BANK N A CO-TRUSTEE
1 		28,398    
PO BOX 95672
CHICAGO,IL606945672
ROBERT P MARSCHALL CO-TRUSTEE
1 		0    
2401 PGA BLVD STE 280C
PBG,FL33410
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
2,156,561
b
Average of monthly cash balances.......................
1b
213,143
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,369,704
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
2,369,704
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
35,546
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,334,158
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
116,708
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
116,708
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
835
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
835
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
115,873
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
115,873
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
115,873
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
89,805
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
89,805
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 7 115,873
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...... 32,397
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 32,397
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 89,805
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..... 89,805
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 26,068 26,068
(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 6,329
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) ... 		6,329
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 e-mail address of the person to whom applications should be addressed:
SIOUX CENTER PUBLIC LIBRARY
ATTN POSTMA SCHOLARSHIP COMMITTEE
SIOUX CENTER,IA51250
(712) 722-2138
bThe form in which applications should be submitted and information and materials they should include:
CONTACT LIBRARY DIRECTOR AT ADDRESS/PHONE NUMBER ABOVE
cAny submission deadlines:
MAY 15TH ANNUALLY
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SCHOLARSHIPS FOR HIGHER EDUCATION FOR SIOUX CENTER IOWA HIGH SCHOOL GRADUATES
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

BRIAN CLIFF UNIVERSITY

3303 REBECCA STREET
SIOUX CITY,IA51104 		NONE PC SCHOLARSHIPS 1,000

NORTHWESTERN COLLEGE

101 7TH ST SW
ORANGE CITY,IA51041 		NONE PC SCHOLARSHIPS 17,906

SOUTH DAKOTA STATE UNIVERSITY
FINANCIAL AID OFFICE
PO BOX 2201
BROOKINGS,SD57007 		NONE PC SCHOLARSHIPS 2,200

UNIVERSITY OF IOWA

208 CALVIN HALL
IOWA CITY,IA52242 		NONE PC SCHOLARSHIPS 750

UNIVERSITY OF SOUTH DAKOTA
FINANCIAL AID OFFICE
414 E CLARK STREET
VERMILLION,SD57069 		NONE PC SCHOLARSHIPS 2,000

UNIVERSITY OF SIOUX FALLS
ATTN FINANCIAL AID OFFICE
1101 W 22ND ST
SIOUX FALLS,SD57105 		NONE PC SCHOLARSHIPS 2,200

UNIVERSITY OF MINNESOTA TWIN CITIES

231 PILLSBURY DR SE 160 WILLIAMSON
MINNEAPOLIS,MN55455 		NONE PC SCHOLARSHIP 2,200

WESTERN IOWA TECH COMMUNITY COLLEGE
OFFICE OF FINANCIAL AID
4647 STONE AVE
SIOUX CITY,IA511021997 		NONE PC SCHOLARSHIPS 1,000

ORAL ROBERTS UNIVERSITY

7777 S LEWIS AVE
TULSA,OK74171 		NONE PC SCHOLARSHIP 2,200

NORTHWEST IOWA COMMUNITY COLLEGE

603 W PARK ST
Sheldon,IA51201 		NONE PC SCHOLARSHIPS 2,200

DAKOTA STATE UNIVERSITY

820 WASHINGTON AVE N
Madison,SD57042 		NONE PC SCHOLARSHIPS 2,000

DORDT UNIVERSITY
FINANCIAL AID OFFICE
498 4TH AVE NE
SIOUX CENTER,IA51250 		NONE PC SCHOLARSHIPS 34,050

MORNINGSIDE UNIVERSITY

1501 MORNINGSIDE AVENUE
SIOUX CITY,IA50011 		NONE PC SCHOLARSHIPS 2,200

IOWA STATE UNIVERSITY
OFFICE OF STUDENT FINANCIAL AID
0210 BEARDSHEAR HALL
AMES,IA50011 		NONE PC SCHOLARSHIPS 3,700
Total .................................right arrow 3a 75,606
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 45,629  
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 28,960  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aTAX REFUND 		    14 634  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   75,223  
13Total. Add line 12, columns (b), (d), and (e)..................
13
75,223
(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 InvestmentsCorpBondsSchedule
Name:
JAMES J & MILDRED M POSTMA SCHOLARSHIP FUND
EIN:
36-7057895
Name of Bond End of Year Book Value End of Year Fair Market Value
001055AM4 AFLAC INC 3.625% 15    
02665WBP5 AMERICAN HONDA FINAN 48,630 49,811
24422ESP5 JOHN DEERE CAPITAL C 49,599 49,500
375558AQ6 GILEAD SCIENCES INC    
404280AL3 HSBC HOLDINGS PLC 4.    
718172AV1 PHILIP MORRIS INTL I    
718546AC8 PHILLIPS 66 4.3% 01    
776743AC0 ROPER TECHNOLOGIES I    
806854AH8 SCHLUMBERGER INVESTM    
91324PCC4 UNITEDHEALTH GROUP I    
92826CAC6 VISA INC 2.8% 14 DEC    
HARTFORD FLOATING RATE FUND    
PIMCO PREFERRED AND CAPITAL SE    
172967JL6 CITIGROUP INC 3.875% 51,313 49,071
38148LAE6 GOLDMAN SACHS GROUP 51,199 48,981

TY 2023 InvestmentsCorpStockSchedule
Name:
JAMES J & MILDRED M POSTMA SCHOLARSHIP FUND
EIN:
36-7057895
Name of Stock End of Year Book Value End of Year Fair Market Value
001084102 AGCO CORP    
00130H105 AES CORP    
00971T101 AKAMAI TECHNOLOGIES    
015351109 ALEXION PHARMACEUTIC    
020002101 ALLSTATE CORP    
02079K107 ALPHABET INC-CL C 26,387 84,558
023135106 AMAZON.COM INC 34,066 46,342
025816109 AMERICAN EXPRESS CO    
037833100 APPLE INC 13,449 84,713
038222105 APPLIED MATERIALS IN    
053332102 AUTOZONE INC 16,014 43,955
060505104 BANK OF AMERICA CORP    
071813109 BAXTER INTERNATIONAL    
127387108 CADENCE DESIGN SYS I    
14040H105 CAPITAL ONE FINANCIA    
149123101 CATERPILLAR INC    
166764100 CHEVRON CORP    
172967424 CITIGROUP INC    
174610105 CITIZENS FINANCIAL G    
20030N101 COMCAST CORP-CLASS A    
20825C104 CONOCOPHILLIPS    
254709108 DISCOVER FINANCIAL S    
25470F104 DISCOVERY COMMUNICAT    
256677105 DOLLAR GENERAL CORP    
30303M102 META PLATFORMS INC-C 22,970 38,582
34959E109 FORTINET INC    
384802104 WW GRAINGER INC    
427866108 HERSHEY CO/THE 11,155 11,000
431475102 HILL-ROM HOLDINGS IN    
436440101 HOLOGIC INC    
443510607 HUBBELL INC 14,662 15,789
458140100 INTEL CORP    
466313103 JABIL INC    
518439104 ESTEE LAUDER COMPANI    
532457108 ELI LILLY & CO    
548661107 LOWE'S COS INC    
57772K101 MAXIM INTEGRATED PRO    
58933Y105 MERCK & CO. INC. 13,043 19,951
594918104 MICROSOFT CORP 22,686 116,572
617446448 MORGAN STANLEY    
629377508 NRG ENERGY INC    
654106103 NIKE INC -CL B    
688239201 OSHKOSH CORP    
717081103 PFIZER INC    
737446104 POST HOLDINGS INC    
742718109 PROCTER & GAMBLE CO/ 17,770 21,981
754730109 RAYMOND JAMES FINANC    
758750103 REGAL REXNORD CORP    
844741108 SOUTHWEST AIRLINES C    
871829107 SYSCO CORP    
87612E106 TARGET CORP    
89417E109 TRAVELERS COS INC/TH    
911363109 UNITED RENTALS INC    
92826C839 VISA INC-CLASS A SHA 36,570 43,218
931142103 WALMART INC 18,400 30,742
989207105 ZEBRA TECHNOLOGIES C    
G50871105 JAZZ PHARMACEUTICALS    
00724F101 ADOBE INC 23,859 35,199
016255101 ALIGN TECHNOLOGY INC    
142339100 CARLISLE COS INC    
29364G103 ENTERGY CORP    
444859102 HUMANA INC    
445658107 HUNT (JB) TRANSPRT S    
478160104 JOHNSON & JOHNSON    
539830109 LOCKHEED MARTIN CORP 22,351 22,662
57636Q104 MASTERCARD INC - A    
69370C100 PTC INC COM    
70450Y103 PAYPAL HOLDINGS INC    
731068102 POLARIS INC    
74736K101 QORVO INC    
874054109 TAKE-TWO INTERACTIVE    
882508104 TEXAS INSTRUMENTS IN    
929089100 VOYA FINANCIAL INC    
969904101 WILLIAMS-SONOMA INC    
G5494J103 LINDE PLC/OLD    
G8060N102 SENSATA TECHNOLOGIES    
11135F101 BROADCOM INC 18,212 43,534
125896100 CMS ENERGY CORP    
256746108 DOLLAR TREE INC    
615369105 MOODY'S CORP    
67066G104 NVIDIA CORP 16,537 41,598
723787107 PIONEER NATURAL RESO 17,601 30,359
7591EP100 REGIONS FINANCIAL CO    
773903109 ROCKWELL AUTOMATION    
883556102 THERMO FISHER SCIENT    
91324P102 UNITEDHEALTH GROUP I 13,451 17,900
92532F100 VERTEX PHARMACEUTICA 17,928 30,517
94106L109 WASTE MANAGEMENT INC 24,979 29,552
AMERICAN TOWER CORP    
011659109 ALASKA AIR GROUP INC    
052769106 AUTODESK INC 24,251 27,513
30212P303 EXPEDIA GROUP INC 24,022 35,519
30231G102 EXXON MOBIL CORP 23,342 21,096
339041105 FLEETCOR TECHNOLOGIE 23,239 29,391
949746101 WELLS FARGO & CO 31,298 34,011
G1890L107 CAPRI HOLDINGS LTD    
G5960L103 MEDTRONIC PLC    
007903107 ADVANCED MICRO DEVIC 16,509 21,227
025537101 AMERICAN ELECTRIC PO 21,763 24,204
125523100 THE CIGNA GROUP 22,999 24,555
23331A109 DR HORTON INC 11,164 15,806
252131107 DEXCOM INC 11,157 14,767
315616102 F5 INC 14,618 15,929
37940X102 GLOBAL PAYMENTS INC 25,072 30,607
46982L108 JACOBS SOLUTIONS INC 25,731 27,128
571748102 MARSH & MCLENNAN COS 15,643 16,294
58155Q103 MCKESSON CORP 20,209 24,075
631103108 NASDAQ INC 22,549 25,465
90384S303 ULTA BEAUTY INC 10,291 10,290
G54950103 LINDE PLC 18,968 30,393
G6095L109 APTIV PLC 17,415 15,522

TY 2023 InvestmentsGovtObligationsSch
Name:
JAMES J & MILDRED M POSTMA SCHOLARSHIP FUND
EIN:
36-7057895
US Government Securities - End of Year Book Value:

689
US Government Securities - End of Year Fair Market Value:

704
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 OtherAssetsSchedule
Name:
JAMES J & MILDRED M POSTMA SCHOLARSHIP FUND
EIN:
36-7057895
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
00770G847 JOHCM INTERNATIONAL   0 0
04314H592 ARTISAN DEVELOPING W 75,322 75,322 99,374
XXX-XX-XXXX EATON VANCE-ATLANTA 78,751 78,751 132,319
XXX-XX-XXXX ISHARES RUSSELL 2000 23,740 23,740 36,128
00766Y513 CHAMPLAIN MID CAP FU 87,642 87,642 88,598
04314H576 ARTISAN INTL SM/MID- 42,760 42,760 45,970
09260C307 BLCKRCK SYST MULTI-S 27,925 66,212 66,952
29444U700 EQUINIX INC   0 0
46641U861 JPM OPPORT EQ LNG/SH 40,049 0 0
89832P705 INFINITY Q DIVERS AL 24,608 24,608 80
31761R211 VULCAN VALUE PART SM   0 0
XXX-XX-XXXX HARBOR INTL GROWTH-I   0 0
46653M849 JOHCM INTERNATIONAL 138,050 138,050 144,086
74460D109 PUBLIC STORAGE 19,799 0 0
81580H639 SEGALL BRY & HAM S/C 43,033 43,033 38,998
03027X100 AMERICAN TOWER CORP   0 0
29472R108 EQUITY LIFESTYLE PRO 15,118 15,102 14,743
41664T610 HARTFORD FLOATING RA 51,937 0 0
XXX-XX-XXXX ISHARES CORE S&P SMA 67,748 67,748 70,363
72202E682 PIMCO PREFER & CAPIT 51,863 0 0
78463X541 SPDR S&P GL NAT RESO 60,271 60,271 52,401


TY 2023 OtherDecreasesSchedule
Name:
JAMES J & MILDRED M POSTMA SCHOLARSHIP FUND
EIN:
36-7057895
Description Amount
COST BASIS ADJUSTMENT 602


TY 2023 OtherIncomeSchedule2
Name:
JAMES J & MILDRED M POSTMA SCHOLARSHIP FUND
EIN:
36-7057895
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
TAX REFUND 634 0  


TY 2023 TaxesSchedule
Name:
JAMES J & MILDRED M POSTMA SCHOLARSHIP FUND
EIN:
36-7057895
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL ESTIMATES - PRINCIPAL 380 0   0
FOREIGN TAXES ON QUALIFIED FOR 331 331   0
FOREIGN TAXES ON NONQUALIFIED 4 4   0