TY 2022 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

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

OMB No. 1545-0047

2022

Open to Public Inspection

For calendar year 2022, or tax year beginning 11-01-2022 , and ending 10-31-2023

Name of foundation
AWH FOUNDATION
co ROBERT W GILLETT

Number and street (or P.O. box number if mail is not delivered to street address)7569 N MYSTIC CANYON DRIVE
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
TUCSON, AZ85718

A Employer identification number

36-6050191

B Telephone number (see instructions)

(847) 498-3309

C If exemption application is pending, check here right arrow

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

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

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

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

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

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

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

$1,770,176J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

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


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	43,597		43,597	43,597
5a	Gross rents............	42,544		42,544	42,544
b	Net rental income or (loss) -118,394
6a	Net gain or (loss) from sale of assets not on line 10		98,712
b	Gross sales price for all assets on line 6a 18,923,717
7	Capital gain net income (from Part IV, line 2)...			98,712
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	184,853		184,853	86,141
13	Compensation of officers, directors, trustees, etc.	16,000				16,000
14	Other employee salaries and wages......	55,500				55,500
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....
17	Interest...............	113,123		113,123
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	6,022	541		5,481
19	Depreciation (attach schedule) and depletion...	List of Attached Documents: // Content	87,094	86,869
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	86,121	74,144		11,977
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	363,860		274,677		88,958
25	Contributions, gifts, grants paid.......	332,965				332,965
26	Total expenses and disbursements. Add lines 24 and 25	696,825		274,677		421,923
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-511,972
b	Net investment income (if negative, enter -0-)			0
c	Adjusted net income (if negative, enter -0-)...				86,141

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2022)

Form 990-PF (2022)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	31,025	4,298
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....	34,136	24,627
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	2,994,318	List of Attached Documents: // Content 1,227,530	1,770,176
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	5,059
	14	Land, buildings, and equipment: basis 1,350,791
		Less: accumulated depreciation (attach schedule) 298,097	1,169,185	List of Attached Documents: // Content 1,052,694
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	4,233,723	2,309,149	1,770,176
	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 )	List of Attached Documents: // Content 2,447,177	List of Attached Documents: // Content 1,014,703
	23	Total liabilities (add lines 17 through 22).........	2,447,177	1,014,703
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,786,546	1,294,446
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	1,786,546	1,294,446
	30	Total liabilities and net assets/fund balances (see instructions).	4,233,723	2,309,149

Part III

Analysis of Changes in Net Assets or Fund Balances

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

1,786,546

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

-511,972

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

List of Attached Documents:

// Content

19,872

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

1,294,446

Decreases not included in line 2 (itemize) right arrow

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

1,294,446

Form 990-PF (2022)

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	2000 SHS AMAZON.COM	P	2019-01-01	2022-11-01
b	2500 SHS GENMAB AS SPON	P	2022-10-19	2022-11-02
c	2000 SHS HOWMET AEROSPACE INC	P	2022-10-20	2022-11-02
d	1200 SHS APPLE INC	P	2020-01-01	2022-11-03
e	500 SHS SALESFORCE INC	P	2022-10-19	2022-11-03
	3000 SHS INTERNATIONAL MNY EXPRESS INC	P	2022-10-24	2022-11-04
	500 SHS PHILLIPS 66	P	2022-11-01	2022-11-04
	750 SHS DYCOM INDUSTRIES INC	P	2022-10-20	2022-11-07
	1500 SHS SHIFT4 PMTS INC	P	2022-11-01	2022-11-07
	2000 SHS SHOPIFY INC	P	2022-11-01	2022-11-07
	2000 SHS CANADIAN SOLAR INC	P	2022-10-07	2022-11-08
	500 SHS NEUROCRINE BIOSCIENCES INC	P	2022-11-01	2022-11-08
	500 SHS T-MOBILE US INC	P	2022-11-01	2022-11-08
	1000 SHS HARMONY BIOSCIENCES HLDGS INC	P	2022-11-01	2022-11-09
	2000 SHS CONSTELLATION ENERGY CORP	P	2022-01-01	2022-11-10
	1000 SHS PINDUODUO INC	P	2022-11-04	2022-11-10
	2500 SHS ALLIANCE RESOURCE PARTNERS LP	P	2022-11-08	2022-11-14
	500 SHS ARISTA NETWORKS INC	P	2022-11-04	2022-11-15
	3000 SHS ARRAY TECHNOLOGIES INC	P	2022-11-11	2022-11-15
	600 SHS CHART INDS INC	P	2022-04-27	2022-11-15
	250 SHS ELEVANCE HEALTH INC	P	2021-03-04	2022-11-15
	300 SHS LPL FINANCIAL HOLDINGS INC	P	2022-11-01	2022-11-15
	1000 SHS SANMINA CORP	P	2022-11-11	2022-11-16
	300 SHS ALBEMARLE CORP	P	2022-10-17	2022-11-17
	3500 SHS PROFRAC HLDG CORP	P	2022-11-07	2022-11-17
	2000 SHS ATI INC	P	2022-11-04	2022-11-18
	750 SHS SOCIEDAD QUIMIC Y MINERA DE CHILE	P	2023-11-22	2022-11-18
	3000 SHS ARRAY TECHNOLOGIES INC	P	2022-11-16	2022-11-21
	1500 SHS CACTUS INC	P	2022-11-08	2022-11-21
	500 SHS VALERO ENERGY CORP	P	2022-11-14	2022-11-21
	2500 SHS BAKER HUGHES COMPANY	P	2022-11-08	2022-11-22
	1200 SHS CIVITAS RESOURCES INC	P	2022-10-19	2022-11-23
	4000 SHS KLX ENERGY SERVICES HOLDNGS INC	P	2022-11-14	2022-11-23
	2000 SHS NORTHERN OIL AND GAS INC	P	2022-11-14	2022-11-23
	1000 SHS PINDUODUO INC	P	2022-11-13	2022-11-25
	1000 SHS HELMERICH & PAYNE INC	P	2022-11-22	2022-11-28
	3500 SHS BYD COMPANY LTD	P	2022-10-31	2022-11-29
	3000 SHS ARRAY TECHNOLOGIES INC	P	2022-11-24	2022-11-30
	2500 SHS NAPCO SECURITY TECHNOLOGIES INC	P	2022-11-07	2022-11-30
	1500 SHS H & E EQUIPMENT SERVICES INC	P	2022-11-08	2022-12-01
	100 SHS QUANTA SERVICES	P	2022-07-28	2022-12-02
	1000 SHS ADVANCED MICRO DEVICES INC	P	2022-11-23	2022-12-05
	300 SHS HUBBELL INC	P	2022-12-01	2022-12-06
	200 SHS SUPER MICRO COMPUTER INC	P	2022-10-20	2022-12-06
	1000 SHS CIVITAS RESOURCES INC	P	2022-10-21	2022-12-07
	2500 SHS AEHR TEST SYS	P	2022-11-23	2022-12-08
	1000 SHS PDC ENERGY OINC	P	2022-11-03	2022-12-08
	750 SHS SOCIEDAD QUIMIC Y MINERA DE CHILE	P	2022-11-23	2022-12-08
	1000 SHS CONSOL ENERGY INC	P	2022-12-01	2022-12-09
	900 SHS EXXON MOBIL CORP	P	2022-10-05	2022-12-09
	2500 SHS CHAMPIONX CORPORATION	P	2022-10-26	2022-12-13
	2000 SHS HOWMET AEROSPACE INC	P	2022-11-04	2022-12-13
	2000 SHS SM ENERGY CO	P	2021-11-30	2022-12-13
	500 SHS SM ENERGY CO	P	2022-02-23	2022-12-13
	1000 SHS CERIDIAN HCM HLDG INV	P	2022-12-13	2022-12-15
	1500 SHS AEHR TEST SYS	P	2022-11-30	2022-12-16
	1500 SHS PHOTRONICS INC	P	2022-12-13	2022-12-16
	1500 SHS ARRAY TECHNOLOGIES INC	P	2022-12-10	2022-12-19
	1000 SHS ALLEGRO MICROSYSTMS INC	P	2022-12-13	2022-12-20
	1500 SHS DIGI INTERNATIONAL INC	P	2022-12-12	2022-12-20
	1000 SHS H & E EQUIPMENT SERVICES INC	P	2022-11-23	2022-12-20
	1000 SHS TAIWAN SEMICONDUCTOR MANUFACTURING	P	2022-11-23	2022-12-20
	2000 SHS BOX INC	P	2022-12-12	2022-12-21
	1200 SHS LATTICE SEMICONDUCTOR CORP	P	2022-11-16	2022-12-21
	200 SHS LAM RESEARCH CORP	P	2022-10-20	2022-12-27
	2000 SHS PROFRAC HLDG CORP	P	2022-12-27	2022-12-29
	100 SHS PINDUODUO INC	P	2022-12-27	2023-01-04
	2000 SHS HIGHPEAK ENERGY INC	P	2022-12-27	2023-01-05
	2000 SHS ARRAY TECHNOLOGIES INC	P	2023-01-04	2023-01-11
	1000 SHS CATALYST PHARMACEUTICALS INC	P	2023-01-06	2023-01-11
	1000 SHS BOX INC	P	2023-01-09	2023-01-12
	100 SHS QUANTA SERIVCES	P	2022-03-03	2023-01-12
	100 SHS ADOBE SYSTEMS INCORPORATED	P	2017-03-20	2023-01-13
	1750 SHS GENMAB AS SPON	P	2022-11-08	2023-01-13
	1000 SHS JINKOSOLAR HOLDINGS CO LTD	P	2023-01-01	2023-01-13
	1000 SHS SUPER MICRO COMPUTER INC	P	2022-10-20	2023-01-13
	300 SHS MEDPLACE HLDGS INC	P	2023-01-11	2023-01-18
	1500 SHS CANADIAN SOLAR INC	P	2023-01-10	2023-01-18
	5000 SHS ENLINK MIDSTREAM LLC	P	2023-01-13	2023-01-19
	500 SHS PROFRAC HLDG CORP	P	2023-01-11	2023-01-19
	150 SHS ADOBE SYSTEMS INCORPORATED	P	2017-03-20	2023-01-20
	2500 SHS PROFRAC HLDG CORP	P	2023-01-10	2023-01-20
	100 SHS CATERPILLAR INC	P	2023-01-17	2023-01-23
	1000 SHS FLEX LTD	P	2023-01-17	2023-01-23
	1000 SHS PERION NETWORK LTD	P	2023-01-17	2023-01-23
	1000 SHS TEREX CORP	P	2023-01-17	2023-01-23
	500 SHS COPA HOLDINGS SA	P	2023-01-13	2023-01-25
	1500 SHS ADIENT PLC	P	2023-01-09	2023-01-26
	1000 SHS AEHR TEST SYS	P	2023-01-23	2023-01-26
	400 SHS AXCELIS TECHNOLOGIES INC	P	2023-01-23	2023-01-26
	500 SHS HEXCEL CORP	P	2023-01-23	2023-01-26
	1500 SHS ARRAY TECHNOLOGIES INC	P	2022-01-19	2023-01-27
	4000 SHS ANTERO RESOURCES CORP	P	2022-02-05	2023-01-27
	500 SHS DEVON ENERGY CORP	P	2021-11-24	2023-01-27
	60 SHS ASML HOLDING NV	P	2023-01-25	2023-01-30
	400 SHS AXCELIS TECHNOLOGIES INC	P	2023-01-24	2023-02-01
	900 SHS PINDUODUO INC	P	2022-11-20	2023-02-01
	200 SHS STMICROELECTRONICS SPON ADR	P	2023-01-30	2023-02-01
	750 SHS KIRBY CORP	P	2023-02-01	2023-02-03
	1000 SHS SANMINA CORP	P	2023-01-31	2022-02-03
	50 SHS ADOBE SYSTEMS INCORPORATED	P	2017-03-20	2023-02-06
	500 SHS PINDUODUO INC	P	2023-02-01	2023-02-06
	1250 SHS DIGITALOCEAN HLDGS INC	P	2023-02-02	2023-02-07
	2500 SHS LIVENT CORP	P	2023-01-24	2023-02-07
	500 SHS AXCELIS TECHNOLOGIES INC	P	2023-01-26	2023-02-09
	2000 SHS BYD COMPANY LIMITED	P	2023-01-31	2023-02-09
	500 SHS KIRBY CORP	P	2023-02-02	2023-02-09
	1000 SHS DYNATRACE INC	P	2023-02-02	2023-02-10
	3500 SHS EQT CORP	P	2023-03-02	2023-02-10
	2500 SHS ARRAY TECHNOLOGIES INC	P	2023-02-02	2023-02-13
	250 SHS COPA HOLDINGS SA	P	2023-01-28	2023-02-13
	2000 SHS NAPCO SECURITY TECHNOLOGIES INC	P	2023-02-10	2023-02-13
	600 SHS EXPEDIA GROUP INC	P	2023-01-18	2023-02-14
	400 SHS ARISTA NETWORKS INC	P	2023-02-08	2023-02-15
	2000 SHS MODINE MANUFACTURING CO	P	2023-02-08	2023-02-15
	3000 SHS QUALTRICS INTL INC	P	2023-02-06	2023-02-15
	3000 SHS CREDO TECHNOLOGY GROUP HOLDINGS LTD	P	2023-01-24	2023-02-17
	200 SHS ADOBE SYSTEMS INCORPORATED	P	2017-03-20	2023-02-22
	300 SHS ALBEMARLE CORP	P	2023-01-23	2023-02-22
	1500 SHS BOX INC	P	2023-01-30	2023-02-22
	1000 SHS DEVON ENERGY CORP	P	2021-11-24	2023-02-22
	1000 SHS VALARIS LTD	P	2023-02-07	2023-02-22
	1000 SHS WEATHERFORD INTL PLC	P	2023-02-08	2023-02-22
	1000 SHS CAMECO CORP	P	2023-02-10	2023-02-23
	1000 SHS NAPCO SECURITY TECHNOLOGIES INC	P	2023-02-07	2023-02-24
	1000 SHS SANMINA CORP	P	2023-02-13	2023-02-24
	300 SHS LEAR CORP	P	2023-02-08	2023-02-27
	750 SHS HES CORPORATION	P	2022-09-28	2023-03-02
	500 SHS TEXTRON INC	P	2023-02-27	2023-03-02
	3000 SHS TRIPADVISOR INC	P	2023-01-20	2023-03-02
	1500 SHS JACKSON FINANCIAL INC	P	2023-01-25	2023-03-03
	1000 SHS SUPER MICRO COMPUTER INC	P	2023-02-02	2023-03-07
	2000 SHS AEHR TEST SYS	P	2023-02-27	2023-03-07
	500 SHS AMERICAN INTERNATIONAL GROUP INC	P	2023-02-28	2023-03-07
	1500 SHS AAR CORP	P	2023-01-06	2023-03-08
	1500 SHS EQT CORP	P	2023-03-03	2023-03-08
	1500 SHS TEEKAY TANKERS LTD	P	2023-02-28	2023-03-08
	1500 SHS NOBLE CORPORATION PLC	P	2023-03-02	2023-03-09
	2000 SHS XPONENTIAL FITNESS INC	P	2023-03-06	2023-03-09
	3000 SHS SHOALS TECHNOLOGES GROUP INC	P	2023-03-03	2023-03-10
	2000 SHS ASSETMARK FINL HLDGS INC	P	2023-01-25	2023-03-13
	2000 SHS MODINE MANUFACTURING CO	P	2023-02-08	2023-03-13
	1000 SHS US FOODS HLDG CORP	P	2023-03-06	2023-03-13
	2000 SHS AEHR TEST SYS	P	2023-02-28	2023-03-14
	4000 SHS ARRAY TECHNOLOGIES INC	P	2023-03-02	2023-03-14
	1500 SHS CANADIAN SOLAR INC	P	2023-03-06	2023-03-14
	250 SHS CHART INDS INC	P	2023-03-09	2023-03-14
	2000 SHS INTERNATIONAL MNY EXPRESS INC	P	2023-03-09	2023-03-14
	1000 SHS NAPCO SECURITY TECHNOLOGIES INC	P	2023-03-07	2023-03-14
	3500 SHS NERDWALLET INC	P	2023-02-27	2023-03-14
	400 SHS SALESFORCE INC	P	2023-03-03	2023-03-14
	3000 SHS DHT HOLDINGS INC	P	2023-03-09	2023-03-15
	1200 SHS H & E EQUIPMENT SERVICES INC	P	2023-12-06	2023-03-15
	500 SHS APOLLO GLOBAL MGMT INC	P	2023-03-14	2023-03-17
	750 SHS AUTOLIV INC	P	2023-01-31	2023-03-17
	250 SHS CHART INDS INC	P	2023-03-13	2023-03-17
	700 SHS COPA HOLDINGS SA	P	2023-02-15	2023-03-17
	2500 SHS HALLIBURTON CO	P	2022-10-08	2023-03-17
	250 SHS LPL FINANCIAL HOLDINGS INC	P	2023-01-23	2023-03-17
	1000 SHS TSAKOS ENERGY NAVIGATION	P	2023-03-28	2023-03-17
	200 SHS UNITED RENTALS INC	P	2023-01-31	2023-03-17
	1000 SHS INTERNATIONAL MNY EXPRESS INC	P	2023-03-13	2023-03-21
	300 SHS OCCIDENTAL PETE CORP	P	2022-05-10	2023-03-23
	200 SHS OCCIDENTAL PETE CORP	P	2022-03-01	2023-03-23
	1000 SHS CANADIAN SOLAR INC	P	2023-03-17	2023-03-24
	1500 SHS CIENA CORP	P	2023-03-09	2023-03-24
	1000 SHS HEXCEL CORP	P	2023-01-31	2023-03-27
	500 SHS KIRBY CORP	P	2023-03-21	2023-03-27
	200 SHS LPL FINANCIAL HOLDINGS INC	P	2023-01-29	2023-03-28
	2000 SHS MODINE MANUFACTURING CO	P	2023-03-10	2023-03-28
	1000 SHS AAR CORP	P	2023-03-22	2023-03-29
	200 SHS MARKETAXESS HOLDINGS	P	2023-03-20	2023-03-31
	1000 SHS AAR CORP	P	2023-03-22	2023-04-03
	2000 SHS OCCIDENTAL PETE CORP	P	2022-02-28	2023-04-03
	1000 SHS PBF ENERGY INC	P	2023-03-29	2023-04-03
	1000 SHS TRIP COM GROUP LTD	P	2023-03-30	2023-04-03
	2000 SHS TSAKOS ENERGY NAVIGATION	P	2023-03-27	2023-04-03
	2000 SHS AEHR TEST SYS	P	2023-03-10	2023-04-04
	500 SHS CAL MAINE FOODS INC	P	2023-03-31	2023-04-04
	1000 SHS JUNIPER NETWORKS	P	2023-03-30	2023-04-04
	1000 SHS SANOFI ADR	P	2023-03-28	2023-04-04
	1000 SHS CHARLES SCHWAB CORP	P	2023-03-31	2023-04-04
	500 SHS AXCELIS TECHNOLOGIES INC	P	2023-03-30	2023-04-05
	1000 SHS PAGERDUTY INC	P	2023-03-31	2023-04-05
	200 SHS LPL FINANCIAL HOLDINGS INC	P	2023-02-08	2023-04-06
	4000 SHS ARRAY TECHNOLOGIES INC	P	2023-03-22	2023-04-10
	750 SHS COPA HOLDINGS SA	P	2023-03-13	2023-04-10
	1000 SHS DIGITALOCEANHLDGS INC	P	2023-03-01	2023-04-10
	200 SHS PAYCOM SOFTWARE INC	P	2023-03-31	2023-04-10
	700 SHS SUPER MICRO COMPUTER INC	P	2023-04-03	2023-04-11
	2000 SHS NAPCO SECURITY TECHNOLOGIES INC	P	2023-03-09	2023-04-13
	1000 SHS GREENBRIAR COMPANIES INC	P	2023-04-11	2023-04-14
	1750 SHS ALLEGRO MICROSYSTEMS INC	P	2023-01-31	2023-04-17
	1000 SHS MORGAN STANLEY	P	2023-03-20	2023-04-17
	1000 SHS AEHR TEST SYS	P	2023-03-23	2023-04-18
	2000 SHS CANADIAN SOLAR INC	P	2023-03-27	2023-04-18
	1000 SHS DIGITALOCEAN HLDGS INC	P	2023-04-09	2023-04-18
	1000 SHS FREEPORT-MCMORAN INC	P	2023-04-13	2023-04-18
	2000 SHS NORTHERN OIL AND GAS INC	P	2023-04-11	2023-04-19
	1500 SHS CIENA CORP	P	2023-03-13	2023-04-20
	200 SHS MOLINA HELATHCARE INC	P	2023-04-13	2023-04-20
	2000 SHS NRG ENEERGY INC	P	2023-04-10	2023-04-20
	3500 SHS EXTREME NETWORKS	P	2023-04-10	2023-04-21
	500 SHS NOVO NORDISK A/S ADR	P	2023-04-13	2023-04-26
	500 SHS RATHEON TECHNOLOGIES CORP	P	2023-04-18	2023-04-26
	1000 SHS EQT CORP	P	2023-04-24	2023-04-27
	1000 SHS NEXTRACKER INC	P	2023-04-19	2023-04-27
	2000 SHS ATLAS ENERGY SOLUTIONS INC	P	2023-04-24	2023-04-28
	750 SHS CANADIAN SOLAR INC	P	2023-04-04	2023-04-28
	1500 SHS HALLIBURTON CO	P	2022-10-27	2023-04-28
	100 SHS HCA HEALTHCARE INC	P	2023-04-24	2023-04-28
	4000 SHS VISTA OIL & GAS SAB	P	2023-04-11	2023-04-28
	1000 SHS ASTRAZENECA ADR	P	2023-04-18	2023-05-01
	500 SHS ALPHABET INC	P	2023-04-27	2023-05-03
	500 SHS AMAZON.COM	P	2023-04-24	2023-05-03
	2000 SHS ATLAS ENERGY SOLUTIONS INC	P	2023-04-24	2023-05-04
	300 SHS LPL FINANCIAL HOLDINGS INC	P	2023-03-14	2023-05-04
	2000 SHS SCHLUMBERGER LIMITED	P	2022-10-05	2023-05-04
	200 SHS ADOBE SYSTEMS INCORPORATED	P	2016-02-02	2023-05-05
	3000 SHS EXTREME NETWORKS	P	2023-04-23	2023-05-05
	2000 SHS INTEGRAL AD SCIENCE HLDNG CORP	P	2023-05-01	2023-05-05
	400 SHS BOEING CO	P	2022-12-09	2023-05-08
	50 SHS QUANTA SERVICES	P	2022-02-24	2023-05-09
	750 SHS HEXCEL CORP	P	2023-04-07	2023-05-10
	1250 SHS SHIFT4 PMTS INC	P	2023-01-06	2023-05-11
	1000 SHS FTAI AVIATION LTD	P	2023-05-08	2023-05-12
	2000 SHS INTEGRAL AD SCIENCE HLDNG CORP	P	2023-05-06	2023-05-12
	1250 SHS PERFORMANCE FOOD GROUP CO	P	2023-03-30	2023-05-17
	1200 SHS ARRAY TECHNOLOGIES INC	P	2023-05-15	2023-05-18
	150 SHS UNITEDHEALTH GROUP INC	P	2023-04-14	2023-05-19
	2500 SHS BLACKSTONE SECD LENDING FD	P	2023-01-31	2023-05-24
	2000 SHS AEHR TEST SYS	P	2023-05-18	2023-05-26
	1000 SHS FTAI AVIATION LTD	P	2023-05-08	2023-05-26
	100 SHS DIAMONDBACK ENERGY INC	P	2021-06-18	2023-05-31
	99 SHS DIAMONDBACK ENERGY INC	P	2021-06-18	2023-05-31
	1 SHS DIAMONDBACK ENERGY INC	P	2021-06-18	2023-05-31
	500 SHS PIONEER NATURAL RESOURCES CO	P	2021-11-09	2023-06-01
	1000 SHS SHIFT4 PMTS INC	P	2023-05-15	2023-06-02
	750 SHS OKTA INC	P	2023-05-22	2023-06-05
	150 SHS MASTERCARD INC	P	2023-04-27	2023-06-12
	1000 SHS CAMECO CORP	P	2023-02-10	2023-06-13
	500 SHS DOCUSIGN INC	P	2023-06-09	2023-06-13
	35 SHS BOOKING HOLDINGS INC	P	2023-02-13	2023-06-14
	100 SHS SUPER MICRO COMPUTER INC	P	2023-06-09	2023-06-14
	500 SHS GOOSEHEAD INS INC	P	2023-06-08	2023-06-15
	500 SHS ALPHABET INC	P	2023-05-15	2023-06-16
	1500 SHS NEXTRACKER INC	P	2023-06-12	2023-06-16
	800 SHS TREEHOUSE FOODS INC	P	2023-06-14	2023-06-20
	500 SHS ENERSYS	P	2023-06-08	2023-06-21
	100 SHS NETFLIX INC	P	2023-06-15	2023-06-21
	1200 SHS VERTIV HOLDINGS CO	P	2023-06-14	2023-06-21
	800 SHS VERTIV HOLDINGS CO	P	2023-06-14	2023-06-21
	1000 SHS AMERICAN INTERNATIONAL GROUP INC	P	2023-08-12	2023-06-22
	1000 SHS PALANTIR TECHNOLOGIES INC	P	2023-06-16	2023-06-22
	1000 SHS VISTA OIL & GAS SAB	P	2023-06-16	2023-06-22
	1500 SHS PURE STORAGE INC	P	2023-06-15	2023-06-23
	1500 SHS DIGITALOCEAN HLDGS INC	P	2023-06-02	2023-06-27
	2000 SHS FTAI AVIATION LTD	P	2023-06-01	2023-06-27
	1000 SHS AMERICAN AIRLINES GROUP IN	P	2023-06-28	2023-07-05
	2000 SHS NAPCO SECURITY TECHNOLOGIES INC	P	2023-05-18	2023-07-05
	500 SHS TREEHOUSE FOODS INC	P	2023-06-15	2023-07-05
	1500 SHS FTAI AVIATION LTD	P	2023-09-23	2023-07-07
	1000 SHS AMPHASTAR PAHRMACEUTICALS INC	P	2023-06-16	2023-07-11
	1500 SHS DOUBLEVERIFY HLDGS INC	P	2023-06-08	2023-07-11
	1000 SHS SHOPIFY INC	P	2023-06-28	2023-07-11
	500 SHS DEVON ENERGY CORP	P	2021-10-04	2023-07-12
	500 SHS PRIMORIS SVCS CORP	P	2023-07-10	2023-07-13
	200 SHS HUBBELL INC	P	2023-04-27	2023-07-14
	1500 SHS OCEANEERING INTERNATIONAL INC	P	2023-07-10	2023-07-17
	3000 SHS SUN CTRY AIRLS HLDGS INC	P	2023-06-30	2023-07-17
	1500 SHS VISTA OIL & GAS SAB	P	2023-07-09	2023-07-18
	250 SHS HERC HLDGS INC	P	2023-07-13	2023-07-19
	1000 SHS AMERICAN INTERNATIONAL GROUP INC	P	2023-06-20	2023-07-20
	500 SHS SHIFT4 PMTS INC	P	2023-07-13	2023-07-20
	1500 SHS OCEANEERING INTERNATIONAL INC	P	2023-07-18	2023-07-21
	500 SHS SHIFT4 PMTS INC	P	2023-07-14	2023-07-21
	1000 SHS TIDEWATER INC	P	2023-07-10	2023-07-21
	1500 SHS VISTA OIL & GAS SAB	P	2023-07-17	2023-07-21
	1500 SHS HALLIBURTON CO	P	2023-07-07	2023-07-24
	150 SHS NETFLIX INC	P	2023-06-29	2023-07-24
	500 SHS AMPHASTAR PAHRMACEUTICALS INC	P	2023-07-12	2023-07-25
	250 SHS BLACKSTONE INC	P	2023-07-19	2023-07-25
	750 SHS BLOCK INC	P	2023-07-13	2023-07-26
	1000 SHS DELTA AIR LINES INC	P	2023-07-13	2023-07-26
	397 SHS SHOALS TECHNOLOGES GROUP INC	P	2023-07-18	2023-07-26
	200 SHS SHOALS TECHNOLOGES GROUP INC	P	2023-07-18	2023-07-26
	100 SHS SHOALS TECHNOLOGES GROUP INC	P	2023-07-18	2023-07-26
	100 SHS SHOALS TECHNOLOGES GROUP INC	P	2023-07-18	2023-07-26
	100 SHS SHOALS TECHNOLOGES GROUP INC	P	2023-07-18	2023-07-26
	100 SHS SHOALS TECHNOLOGES GROUP INC	P	2023-07-18	2023-07-26
	95 SHS SHOALS TECHNOLOGES GROUP INC	P	2023-07-18	2023-07-26
	3 SHS SHOALS TECHNOLOGES GROUP INC	P	2023-07-18	2023-07-26
	1 SHS SHOALS TECHNOLOGES GROUP INC	P	2023-07-18	2023-07-26
	500 SHS CHART INDS INC	P	2023-06-12	2023-07-28
	500 SHS COPA HOLDINGS SA	P	2023-07-24	2023-08-03
	2000 SHS CAMECO CORP	P	2023-07-18	2023-08-04
	2000 SHS DEVON ENERGY CORP	P	2021-09-27	2023-08-04
	1500 SHS SHOALS TECHNOLOGES GROUP INC	P	2023-07-13	2023-08-04
	1500 SHS DIGITALOCEAN HLDGS INC	P	2023-06-16	2023-08-08
	250 SHS PALO ALTO NETWORKS INC	P	2023-05-30	2023-08-08
	300 SHS ARISTA NETWORKS INC	P	2023-08-01	2023-08-09
	400 SHS AXCELIS TECHNOLOGIES INC	P	2023-06-01	2023-08-10
	1500 SHS H & E EQUIPMENT SERVICES INC	P	2023-07-31	2023-08-14
	500 SHS NEW RELIC INC	P	2023-07-31	2023-08-14
	300 SHS EMCOR GROUP INC	P	2023-07-31	2023-08-16
	1000 SHS APPLOVIN CORP	P	2023-08-11	2023-08-21
	700 SHS HURON CONSULTING GROUP INC	P	2023-08-01	2023-08-21
	2000 SHS US FOODS HLDG CORP	P	2023-03-18	2023-08-21
	1000 SHS LIMBACH HLDGS INC	P	2023-08-23	2023-08-29
	25 SHS BOOKING HOLDINGS INC	P	2023-08-04	2023-09-01
	1500 SHS MAKEMYTRIP LTD	P	2023-08-10	2023-09-05
	4000 SHS EXTREME NETWORKS	P	2023-04-24	2023-09-07
	1000 SHS LIMBACH HLDGS INC	P	2023-08-30	2023-09-07
	1500 SHS PRIMORIS SVCS CORP	P	2023-08-30	2023-09-07
	3000 SHS COREBRIDGE FINL INC	P	2023-06-27	2023-09-08
	750 SHS HAMILTON LANE INC	P	2023-07-19	2023-09-08
	1500 SHS PEGASYSTEMS INC	P	2023-08-30	2023-09-08
	500 SHS PDD HOLDINGS INC	P	2023-09-05	2023-09-11
	1000 SHS PERION NETWORK LTD	P	2023-09-06	2023-09-11
	300 SHS SUPER MICRO COMPUTER INC	P	2023-08-23	2023-09-11
	400 SHS APPFOLIO INC	P	2023-08-30	2023-09-13
	1000 SHS IES HKDGS INC	P	2023-08-10	2023-09-15
	500 SHS AUTOLIV INC	P	2023-09-06	2023-09-18
	250 SHS NOVO NORDISK A/S ADR	P	2023-09-11	2023-09-20
	1000 SHS FTAI AVIATION LTD	P	2023-09-14	2023-09-21
	500 SHS SHOPIFY INC	P	2023-09-14	2023-09-21
	50 SHS MERCADOLIBRE INC	P	2023-08-31	2023-09-25
	1000 SHS RYAN SPECIALTY HOLDINGS INC	P	2023-09-11	2023-09-25
	500 SHS BLACKSTONE INC	P	2023-09-06	2023-09-28
	1000 SHS CIENA CORP	P	2023-09-06	2023-09-28
	200 SHS DIAMONDBACK ENERGY INC	P	2021-08-17	2023-10-04
	1500 SHS NOBLE CORPORATION PLC	P	2023-07-13	2023-10-04
	750 SHS QUANTA SERVICES	P	2022-02-24	2023-10-04
	300 SHS TARGA RESOURCES CORP	P	2022-08-08	2023-10-04
	1500 SHS APPLOVIN CORP	P	2023-08-17	2023-10-17
	300 SHS LPL FINANCIAL HOLDINGS INC	P	2023-08-30	2023-10-17
	2000 SHS AEHR TEST SYS	P	2023-05-25	2023-10-18
	400 SHS FIRST SOLAR INC	P	2023-10-16	2023-10-24
	400 SHS ZSCALER INC	P	2023-10-16	2023-10-24
	1000 SHS GOOSEHEAD INS INC	P	2023-08-30	2023-10-25
	750 SHS OKTA INC	P	2023-10-16	2023-10-25
	500 SHS AEROVIRONMENT INC	P	2023-10-16	2023-10-31
	150 SHS KINSALE CAP GROUP INC	P	2023-09-06	2023-10-31
	400 SHS PROGRESSIVE INC	P	2023-10-16	2023-10-31
	BUILDING-SKOKIE IL	P	2020-04-24	2023-09-15

(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	198,778		205,822	-7,044
b	96,435		93,859	2,576
c	69,416		69,370	46
d	180,014		134,083	45,931
e	80,903		77,117	3,786
	76,943		78,069	-1,126
	51,550		54,309	-2,759
	85,283		87,816	-2,533
	61,041		69,465	-8,424
	66,968		70,217	-3,249
	66,201		71,102	-4,901
	60,954		60,963	-9
	73,684		76,130	-2,446
	57,669		57,175	494
	178,136		149,792	28,344
	59,621		59,621
	55,176		59,300	-4,124
	62,950		65,367	-2,417
	62,069		62,069
	77,704		92,256	-14,552
	124,117		79,797	44,320
	72,010		77,670	-5,660
	67,814		69,206	-1,392
	87,024		75,245	11,779
	85,286		89,906	-4,620
	57,190		57,224	-34
	74,683		74,683
	60,554		60,554
	81,554		85,368	-3,814
	67,332		69,798	-2,466
	72,384		77,714	-5,330
	74,896		76,911	-2,015
	59,467		71,700	-12,233
	68,878		76,690	-7,812
	65,989		66,605	-616
	50,969		53,859	-2,890
	76,513		84,973	-8,460
	66,659		66,659
	65,684		67,798	-2,114
	60,331		60,331
	14,778		14,500	278
	76,913		76,041	872
	75,410		75,607	-197
	17,299		12,576	4,723
	62,549		73,997	-11,448
	60,549		62,749	-2,200
	66,669		74,562	-7,893
	69,470		77,609	-8,139
	70,833		75,398	-4,565
	92,788		89,818	2,970
	68,278		70,975	-2,697
	75,698		71,468	4,230
	69,703		95,425	-25,722
	17,426		21,905	-4,479
	68,208		69,398	-1,190
	35,391		40,387	-4,996
	27,570		29,220	-1,650
	32,776		32,776
	29,861		32,929	-3,068
	55,935		60,904	-4,969
	42,616		45,085	-2,469
	76,562		81,938	-5,376
	61,324		60,046	1,278
	79,878		80,719	-841
	81,359		70,268	11,091
	49,814		49,814
	8,143		8,757	-614
	45,139		46,256	-1,117
	38,879		38,879
	19,187		20,179	-992
	28,700		28,700
	13,857		11,283	2,574
	33,783		12,698	21,085
	71,073		71,440	-367
	58,124		59,671	-1,547
	78,097		62,880	15,217
	67,584		69,208	-1,624
	63,014		62,503	511
	66,312		66,698	-386
	12,238		12,554	-316
	51,750		19,047	32,703
	57,449		62,578	-5,129
	24,859		25,730	-871
	23,259		24,828	-1,569
	28,604		29,854	-1,250
	45,809		47,410	-1,601
	45,857		45,960	-103
	62,899		60,834	2,065
	33,544		34,814	-1,270
	43,024		43,024
	30,769		30,691	78
	34,322		34,322
	116,521		93,681	22,840
	32,054		22,520	9,534
	41,002		40,919	83
	43,323		43,323
	87,508		76,483	11,025
	9,423		9,553	-130
	52,974		53,311	-337
	60,819		59,772	1,047
	19,880		6,349	13,531
	49,636		51,001	-1,365
	40,268		42,439	-2,171
	64,811		63,900	911
	57,144		59,176	-2,032
	62,200		63,180	-980
	36,499		37,217	-718
	44,018		46,040	-2,022
	102,829		95,665	7,164
	50,877		50,877
	22,822		22,822
	65,422		65,422
	64,132		65,955	-1,823
	54,328		54,388	-60
	44,699		44,699
	48,177		49,505	-1,328
	31,919		50,892	-18,973
	70,956		25,396	45,560
	77,659		79,928	-2,269
	48,719		50,561	-1,842
	52,910		45,041	7,869
	76,063		77,459	-1,396
	63,031		63,458	-427
	28,299		29,135	-836
	31,540		31,540
	61,173		65,445	-4,272
	42,723		42,180	543
	101,297		79,400	21,897
	36,460		37,080	-620
	65,418		66,180	-762
	69,059		63,815	5,244
	96,839		86,561	10,278
	60,599		60,599
	30,094		30,555	-461
	84,219		69,981	14,238
	49,049		51,290	-2,241
	69,297		68,310	987
	65,246		66,242	-996
	57,458		59,118	-1,660
	73,685		77,536	-3,851
	61,900		52,599	9,301
	50,886		50,886
	38,345		38,345
	57,792		57,792
	79,800		78,294	1,506
	59,505		59,505
	34,525		34,525
	51,460		52,648	-1,188
	31,450		31,450
	67,690		70,879	-3,189
	69,139		74,576	-5,437
	33,636		35,759	-2,123
	54,876		58,408	-3,532
	28,637		30,270	-1,633
	64,934		68,378	-3,444
	29,503		34,831	-5,328
	59,654		59,654
	76,125		76,153	-28
	47,984		47,984
	21,838		21,838
	78,683		87,280	-8,597
	23,356		26,138	-2,782
	17,967		17,981	-14
	11,978		9,486	2,492
	39,410		39,410
	74,939		74,939
	66,365		69,041	-2,676
	33,096		34,695	-1,599
	38,251		41,076	-2,825
	42,515		48,511	-5,996
	54,780		54,780
	75,955		77,045	-1,090
	54,140		56,646	-2,506
	124,059		86,849	37,210
	43,200		44,365	-1,165
	37,133		37,090	43
	37,771		41,814	-4,043
	67,349		77,771	-10,422
	30,355		30,733	-378
	34,180		33,835	345
	54,359		54,232	127
	51,777		53,070	-1,293
	65,222		67,750	-2,528
	34,243		34,915	-672
	38,638		38,638
	78,150		88,520	-10,370
	65,027		73,941	-8,914
	37,334		37,334
	56,450		60,562	-4,112
	70,489		77,279	-6,790
	67,575		73,650	-6,075
	32,277		33,220	-943
	78,522		68,049	10,473
	85,384		86,827	-1,443
	29,495		36,293	-6,798
	76,454		81,008	-4,554
	33,135		35,736	-2,601
	42,527		43,085	-558
	68,917		68,768	149
	71,759		79,217	-7,458
	58,209		60,216	-2,007
	68,980		71,316	-2,336
	55,933		55,933
	85,067		83,472	1,595
	51,082		52,232	-1,150
	31,533		32,850	-1,317
	32,524		34,278	-1,754
	35,866		35,866
	28,150		34,240	-6,090
	47,407		52,444	-5,037
	27,718		28,661	-943
	81,628		86,512	-4,884
	73,254		74,910	-1,656
	54,125		54,118	7
	51,712		51,712
	34,175		37,904	-3,729
	58,775		75,232	-16,457
	92,839		84,047	8,792
	68,955		20,158	48,797
	49,520		49,520
	31,134		31,134
	78,049		73,248	4,801
	8,444		5,394	3,050
	54,380		53,987	393
	76,449		70,889	5,560
	27,459		27,459
	31,023		33,874	-2,851
	74,868		75,161	-293
	27,276		28,308	-1,032
	71,876		75,797	-3,921
	63,460		62,756	704
	58,420		60,365	-1,945
	27,740		27,740
	13,111		9,249	3,862
	12,979		9,156	3,823
	131		92	39
	101,904		114,427	-12,523
	62,509		65,489	-2,980
	53,100		64,601	-11,501
	54,983		56,026	-1,043
	30,255		30,087	168
	28,213		28,953	-740
	90,678		86,784	3,894
	24,650		26,583	-1,933
	30,262		29,970	292
	61,648		60,102	1,546
	61,867		62,499	-632
	41,298		42,025	-727
	52,402		52,467	-65
	43,786		43,786
	26,964		26,928	36
	17,972		17,952	20
	56,091		56,067	24
	15,970		16,280	-310
	23,559		23,559
	54,585		56,622	-2,037
	57,981		57,981
	57,796		58,316	-520
	17,775		17,515	260
	70,861		71,236	-375
	25,467		27,206	-1,739
	46,583		49,514	-2,931
	57,035		58,090	-1,055
	58,170		54,998	3,172
	62,561		65,038	-2,477
	24,572		19,452	5,120
	15,010		15,038	-28
	66,489		53,465	13,024
	33,472		32,853	619
	68,816		67,717	1,099
	37,777		37,777
	35,586		36,815	-1,229
	59,247		58,345	902
	34,455		34,445	10
	34,407		35,288	-881
	34,720		36,096	-1,376
	59,561		59,148	413
	39,960		44,670	-4,710
	53,737		54,830	-1,093
	65,233		67,586	-2,353
	30,940		31,545	-605
	26,453		27,088	-635
	56,385		57,253	-868
	47,610		48,320	-710
	10,469		10,469
	5,281		5,281
	2,640		2,640
	2,640		2,640
	2,640		2,640
	2,508		2,508
	106		106
	79		79
	26		26
	80,747		69,957	10,790
	57,986		59,409	-1,423
	63,856		65,930	-2,074
	100,900		68,663	32,237
	36,622		43,260	-6,638
	55,755		75,360	-19,605
	54,005		54,946	-941
	52,788		55,755	-2,967
	70,047		66,845	3,202
	71,426		74,065	-2,639
	41,900		42,000	-100
	66,071		64,505	1,566
	37,503		37,503
	68,468		68,021	447
	80,679		86,617	-5,938
	32,451		32,451
	78,150		77,368	782
	58,950		54,278	4,672
	104,279		85,412	18,867
	35,520		39,481	-3,961
	51,369		54,084	-2,715
	54,015		53,741	274
	68,407		67,042	1,365
	73,469		75,770	-2,301
	47,372		50,520	-3,148
	34,630		35,850	-1,220
	78,326		83,566	-5,240
	75,718		77,741	-2,023
	69,619		69,894	-275
	47,392		49,375	-1,983
	46,337		49,638	-3,301
	34,954		36,210	-1,256
	29,150		31,664	-2,514
	64,829		68,251	-3,422
	48,760		49,308	-548
	53,770		54,038	-268
	46,060		49,150	-3,090
	30,016		16,719	13,297
	74,632		73,345	1,287
	132,183		79,727	52,456
	25,038		19,590	5,448
	58,194		60,226	-2,032
	67,954		70,242	-2,288
	75,367		73,624	1,743
	59,721		60,170	-449
	66,415		69,208	-2,793
	69,791		70,250	-459
	51,900		64,785	-12,885
	56,777		58,412	-1,635
	53,580		60,348	-6,768
	61,140		62,753	-1,613
	302,000	31,785	328,515	5,270

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			-7,044
b			2,576
c			46
d			45,931
e			3,786
			-1,126
			-2,759
			-2,533
			-8,424
			-3,249
			-4,901
			-9
			-2,446
			494
			28,344

			-4,124
			-2,417

			-14,552
			44,320
			-5,660
			-1,392
			11,779
			-4,620
			-34


			-3,814
			-2,466
			-5,330
			-2,015
			-12,233
			-7,812
			-616
			-2,890
			-8,460

			-2,114

			278
			872
			-197
			4,723
			-11,448
			-2,200
			-7,893
			-8,139
			-4,565
			2,970
			-2,697
			4,230
			-25,722
			-4,479
			-1,190
			-4,996
			-1,650

			-3,068
			-4,969
			-2,469
			-5,376
			1,278
			-841
			11,091

			-614
			-1,117

			-992

			2,574
			21,085
			-367
			-1,547
			15,217
			-1,624
			511
			-386
			-316
			32,703
			-5,129
			-871
			-1,569
			-1,250
			-1,601
			-103
			2,065
			-1,270

			78

			22,840
			9,534
			83

			11,025
			-130
			-337
			1,047
			13,531
			-1,365
			-2,171
			911
			-2,032
			-980
			-718
			-2,022
			7,164



			-1,823
			-60

			-1,328
			-18,973
			45,560
			-2,269
			-1,842
			7,869
			-1,396
			-427
			-836

			-4,272
			543
			21,897
			-620
			-762
			5,244
			10,278

			-461
			14,238
			-2,241
			987
			-996
			-1,660
			-3,851
			9,301



			1,506


			-1,188

			-3,189
			-5,437
			-2,123
			-3,532
			-1,633
			-3,444
			-5,328

			-28


			-8,597
			-2,782
			-14
			2,492


			-2,676
			-1,599
			-2,825
			-5,996

			-1,090
			-2,506
			37,210
			-1,165
			43
			-4,043
			-10,422
			-378
			345
			127
			-1,293
			-2,528
			-672

			-10,370
			-8,914

			-4,112
			-6,790
			-6,075
			-943
			10,473
			-1,443
			-6,798
			-4,554
			-2,601
			-558
			149
			-7,458
			-2,007
			-2,336

			1,595
			-1,150
			-1,317
			-1,754

			-6,090
			-5,037
			-943
			-4,884
			-1,656
			7

			-3,729
			-16,457
			8,792
			48,797


			4,801
			3,050
			393
			5,560

			-2,851
			-293
			-1,032
			-3,921
			704
			-1,945

			3,862
			3,823
			39
			-12,523
			-2,980
			-11,501
			-1,043
			168
			-740
			3,894
			-1,933
			292
			1,546
			-632
			-727
			-65

			36
			20
			24
			-310

			-2,037

			-520
			260
			-375
			-1,739
			-2,931
			-1,055
			3,172
			-2,477
			5,120
			-28
			13,024
			619
			1,099

			-1,229
			902
			10
			-881
			-1,376
			413
			-4,710
			-1,093
			-2,353
			-605
			-635
			-868
			-710









			10,790
			-1,423
			-2,074
			32,237
			-6,638
			-19,605
			-941
			-2,967
			3,202
			-2,639
			-100
			1,566

			447
			-5,938

			782
			4,672
			18,867
			-3,961
			-2,715
			274
			1,365
			-2,301
			-3,148
			-1,220
			-5,240
			-2,023
			-275
			-1,983
			-3,301
			-1,256
			-2,514
			-3,422
			-548
			-268
			-3,090
			13,297
			1,287
			52,456
			5,448
			-2,032
			-2,288
			1,743
			-449
			-2,793
			-459
			-12,885
			-1,635
			-6,768
			-1,613
			5,270

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	98,712
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3	-289,633

Form 990-PF (2022)

Page 4

Part V

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

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	0
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
3	Add lines 1 and 2...........................	3
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5
6	Credits/Payments:

a	2022 estimated tax payments and 2021 overpayment credited to 2022	6a
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2023 estimated tax0	Refunded	11

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

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

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

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

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

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

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

on foundation managers. right arrow

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

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

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

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

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

Yes

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

Yes

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

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

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

By language in the governing instrument, or

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

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

Yes

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

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

Yes

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

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

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

Yes

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

or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.

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

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

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

Form 990-PF (2022)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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

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

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

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

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

Yes

Website address right arrow

N/A

The books are in care of right arrow

ROBERT W GILLETT Telephone no. right arrow

(847) 498-3309

Located at right arrow

7569 N MYSTIC CANYON DRIVETUCSONAZ ZIP+4 right arrow

85718

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

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

16 At any time during calendar year 2022, 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

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

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

Yes

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

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

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

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

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

1a(5)

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

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

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

1a(6)

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

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

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2022? .............

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

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

At the end of tax year 2022, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2022?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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

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

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

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2022 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 2022.) .....................

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

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

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2022? ..

Form 990-PF (2022)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

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

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

5a(2)

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

5a(3)

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

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

5a(4)

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

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

5a(5)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Part VII

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

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

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)
ROBERT W GILLETT	President 0.00	8,000
7569 N MYSTIC CANYON DRIVE TUCSON,AZ85718	President 0.00	8,000
NANCY TEFFT	Vice President 0.00	8,000
1271 N LAKE PLEASANT ROAD HILLSDALE,MI49242	Vice President 0.00	8,000
MARY H GILLETT	Vice President 0.00	0
7569 N MYSTIC CANYON DRIVE TUCSON,AZ85718	Vice President 0.00	0

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


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









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

Form 990-PF (2022)

Page 7

Part VII

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

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

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

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1	NONE	0
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 (2022)

Page 8

Part IX

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

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

purposes:

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

2,416,222

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

13,343

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

1,348,379

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

3,777,944

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

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

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

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

3,777,944

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

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

56,669

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

3,721,275

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

186,064

Part X

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

and do not complete this part.)

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

186,064

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

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

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

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

186,064

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

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

186,064

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

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

186,064

Part XI

Qualifying Distributions (see instructions)

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

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

421,923

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

421,923

Form 990-PF (2022)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2022
1 Distributable amount for 2022 from Part X, line 7			186,064
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only.......
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2022:
a From 2017......	64,565
b From 2018......	89,753
c From 2019......	202,063
d From 2020......	73,132
e From 2021......	143,938
f Total of lines 3a through e ........		573,451
4Qualifying distributions for 2022 from Part
XI, line 4: $ 421,923
a Applied to 2021, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2022 distributable amount.....			186,064
e Remaining amount distributed out of corpus		235,859
5 Excess distributions carryover applied to 2022.
(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		809,310
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2021. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2022. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2023 ..........			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) .......
8 Excess distributions carryover from 2017 not applied on line 5 or line 7 (see instructions) ...		64,565
9 Excess distributions carryover to 2023. Subtract lines 7 and 8 from line 6a ......		744,745
10 Analysis of line 9:
a Excess from 2018....	89,753
b Excess from 2019....	202,063
c Excess from 2020....	73,132
d Excess from 2021....	143,938
e Excess from 2022....	235,859

Form 990-PF (2022)

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 2022, enter the date of the ruling ...... right arrow

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

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2022	(b) 2021	(c) 2020	(d) 2019	(e) Total

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

Part XIV

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

1Information Regarding Foundation Managers:

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

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

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

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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

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

cAny submission deadlines:

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

Form 990-PF (2022)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
COMMUNITY FOOD BANK OF SOUTHERN ARIZONA 3003 S COUNTRY CLUB TUCSON,AZ85713	NONE	PUBLIC	CHARITABLE	10,000
BOYS AND GIRLS CLUB OF TUCSON 2585 E 36TH STREET TUCSON,AZ85713	NONE	PUBLIC	CHARITABLE	6,000
MAKE A WISH FOUNDATION 1702 E HIGHLAND PHOENIX,AZ85701	NONE	PUBLIC	CHARITABLE	7,500
LAKELAND UNIVERSITY W3718 SOUTH DRIVE PLYMOUTH,WI53073	NONE	PUBLIC	CHARITABLE	20,000
TUCSON FIRE FOUNDATION 300 S FIRE CENTRAL TUCSON,AZ85701	NONE	PUBLIC	CHARITABLE	5,750
SIMON YOUTH FOUNDATION 4200 PORTSMOUTH BOULEVARD CHESAPEAKE,VA23321	NONE	PUBLIC	CHARITABLE	25,000
LUTHERAN SERVICES OF SOUTHERN ARIZONA 3364 E GRANT TUCSON,AZ85716	NONE	PUBLIC	CHARITABLE	20,000
GABRIELS ANGELS 3849 E BRAODWAY TUCSON,AZ85716	NONE	PUBLIC	CHARITABLE	7,500
ALTZHEIMER ASSOCIATION 2990 N SWAN TUCSON,AZ85712	NONE	PUBLIC	CHARITABLE	5,000
UNIV OF MICHIGAN CANCER CENTER 301 E LIBERTY STE 400 ANN ARBOR,MI48104	NONE	PUBLIC	CHARITABLE	20,000
HABITAT FOR HUMANITY 3501 N MOUNTAIN TUCSON,AZ85745	NONE	PUBLIC	CHARITABLE	10,000
RONALD MCDONALD HOUSE 2155 E ALLEN TUCSON,AZ85719	NONE	PUBLIC	CHARITABLE	10,000
PRIMAVERA FOUNDATION 151 W 46TH STREET TUCSON,AZ85713	NONE	PUBLIC	CHARITABLE	10,200
MATHER FOPUNDATION 1560 SHERMAN AVENUE 1010 EVANSTON,IL60201	NONE	PUBLIC	CHARITABLE	5,000
TUCSON MAHER FOUNDATION 13500 N RANCHO VITOS BLVD ORO VALLEY,AZ85755	NONE	PUBLIC	CHARITABLE	5,000
ANGEL CHARITY FOR CHILDREN 3132 N SWAN TUCSON,AZ85712	NONE	PUBLIC	CHARITABLE	10,000
CATHOLIC FOUNDATION FOR DIOCESE TUCSON 192 S STONE AVENUE TUCSON,AZ85701	NONE	PUBLIC	CHARITABLE	2,515
TUCSON MUSEUM OF ART 140 N MAIN STREET TUCSON,AZ85701	NONE	PUBLIC	CHARITABLE	3,000
SPL SPORTS FOUNDATION 10126 E AXE HANDLE COURT TUCSON,AZ85748	NONE	PUBLIC	CHARITABLE	25,000
BURGUNDY FARM COUNTY DAY SCHOOL 3200 BURGUNDY ROAD ALEXANDRRA,VA22303	NONE	PUBLIC	CHARITABLE	3,500
ARIZONA PUBLIC MEDIA PO BOX 210067 TUCSON,AZ85721	NONE	PUBLIC	CHARITABLE	7,000
HILLSDALE COLLEGE 33 EAST COLLEGE STREET HILLSDALE,MI49242	NONE	PUBLIC	CHARITABLE	30,000
UNIVERSITY OF ARIZONA FOUNDATION 1111 N CHERRY AVENUE TUCSON,AZ85719	NONE	PUBLIC	CHARITABLE	50,000
UNITED WAY OF TUCSON 330 N COMMERCE LOOP 200 TUCSON,AZ85745	NONE	PUBLIC	CHARITABLE	15,000
ARIZONA THEATRE CO 343 S SCOTT AVENUE TUCSON,AZ85701	NONE	PUBLIC	CHARITABLE	2,500
SOUTHERN ARIZONA COMMUNITY FOOD BANK 3003 S COUNRTY CLUB DRIVE TUCSON,AZ85713	NONE	PUBLIC	CHARITABLE	7,500
SPECIAL GIFTS THEATRE PO BOX 2231 NORTHBROOK,IL60062	NONE	PUBLIC	CHARITABLE	10,000
Total ................................. 3a				332,965

bApproved for future payment

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

Form 990-PF (2022)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....	900099	43,597
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....			16	-118,394
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............	901101	93,442			5,270
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		137,039		-118,394	5,270

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

23,915

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

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

Form 990-PF (2022)

Page 13

Part XVI

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

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

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

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

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

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

If "Yes," complete the following schedule.

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

Sign Here

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

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

Form 990-PF (2022)

Additional Data

Software ID:	22015553
Software Version:	2022v5.0

Form 990PF - Special Condition Description:

Special Condition Description

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense	Net Investment Income
CONDOMINIUM-SEDONA AZ	2017-06-21	445,789	87,126	SL	3.64 %	16,209	16,209
FURNITURE	2017-10-01	34,716	29,032	200DB	8.73 %	3,031	3,031
COMPUTER	2017-12-15	3,891	3,666	200DB	5.76 %	225
FURNITURE	2018-01-15	29,948	23,267	200DB	8.92 %	2,671	2,671
IMPROVEMENTS	2018-04-15	36,729	6,064	SL	3.64 %	1,335	1,335
FURNITURE	2019-08-20	10,839	7,030	200DB	10.04 %	1,088	1,088
IMPROVEMENTS	2019-03-25	25,669	3,382	SL	3.64 %	933	933
IMPROVEMENTS	2020-02-15	27,925	2,749	SL	3.64 %	1,015	1,015
BUILDING-SKOKIE IL	2020-04-24	245,050	21,229	SL	3.64 %	7,796	7,796
CONDOMINIUM-SEDONA AZ	2021-06-04	302,424	15,119	SL	3.64 %	10,996	10,996
FURNITURE	2021-04-15	20,336	8,610	200DB	17.49 %	3,557	3,557
FURNITURE	2021-08-15	76,104	21,355	200DB	17.49 %	13,311	13,311
FURNACE	2021-10-15	3,340	1,236	200DB	19.20 %	321	321
FURNITURE	2022-05-15	17,069	2,439	200DB	24.49 %	4,180	4,180
FURNITURE	2022-07-15	61,338	8,765	200DB	24.49 %	15,022	15,022
FURNACE	2022-05-15	3,340	668	200DB	32.00 %	535	535
FURNITURE	2023-06-15	18,527		200DB	14.29 %	2,648	2,648
FURNITURE	2023-06-15	15,542		200DB	14.29 %	2,221	2,221

Name of Stock	End of Year Book Value	End of Year Fair Market Value
1500 SHS ADOBE SYSTEMS INCORPORATED
2000 SHS AMAZON COM INC
1200 SHS APPLE INC
4000 SHS DEVON ENERGY CORP
1200 SHS DIAMONDBACK ENERGY INC
200 SHS LAM RESEARCH CORP
500 SHS PIONEER NATURAL RESOURCES CO
2500 SHS SM ENERGY CO
300 SHS ALBERMARLE CORP
4000 SHS ANTERO RESOURCES CORP
250 SHS ELEVANCE HEALTH CARE INC
2000 SHS CANADIAN SOLAR INC
2500 SHS CHAMPIONX CORPORATION
600 SHS CHART INDS INC
1000 SHS CIVITAS RESOURCES INC
2000 SHS CONSTELLATION ENERGY INC
750 SHS DYCOM INDUSTRIES INC
3500 SHS EQT CORP
900 SHS EXXON MOBIL CORP
2500 SHS GENMAB AS SPON ADS
2500 SHS HALLIBURTON CO
750 SHS HESS CORPORATION
2000 SHS HOWMET AEROSPACE INC
3000 SHS INTERNATIONAL MNY EXPRESS INC
2500 SHS OCCIDENTAL PETE CORP
1000 SHS QUANTA SERVICES
500 SHS SALESFORCE INC
2000 SHS SCHLUMBERGER LIMITED
1200 SHS SUPER MICRO COMPUTER INC
1500 SHS TARGA RESOURCES CORP
150 SHS EVEREST GROUP LTD	60,611	59,343
750 SHS WEATHERFORD INTL PLC	59,759	69,818
800 SHS ADOBE INC	78,441	425,648
500 SHS ALPHABET	61,864	62,650
500 SHS AMAZON.COM INC	59,389	66,545
500 SHS APOLLO GLOBAL MGMT INC	42,514	38,720
1000 SHS ARES MANAGEMENT CORPORATION	78,184	98,590
400 SHS ASSURANT INC	60,004	59,560
150 SHS BROADCOM INC	83,770	126,206
500 SHS DEXCOM INC	45,600	44,415
800 SHS DIAMONDBACKENERGY INC	73,797	128,256
250 SHS META PLATFORMS INC	59,978	75,317
200 SHS MICROSOFT CORP	67,033	67,622
2000 SHS MODINE MANUFACTURING CO	56,175	79,000
1000 SHS PEGASYSTEMS INC	42,421	42,740
400 SHS T-MOBILE US INC	56,192	57,544
1000 SHS TAIWAN SEMICONDUCTOR MFGING	90,590	86,310
1200 SHS TARGA RESOURCES CORP	70,740	100,332
200 SHS NVIDIA CORPORATION	80,468	81,560

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value
Furniture and Fixtures	284,420	148,227	136,193
Machinery and Equipment	4,942	4,942
Buildings	996,461	144,928	851,533
Land	64,968		64,968

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
ACCOUNT FEES	19	19
BANK CHARGES	49	49
EMPLOYEE BENEFITS	11,977		11,977
OFFICE EXPENSE	7	7
Rental Expenses	74,069	74,069