Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 07-01-2023 , and ending 06-30-2024
Name of foundation
TOUCHPOINT FOUNDATION - HOST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532 AFT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

94-3339119
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,431,502J 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... 50,175 50,150  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 128,529
b Gross sales price for all assets on line 6a 667,753
7 Capital gain net income (from Part IV, line 2)... 128,529
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
1,598    
12 Total. Add lines 1 through 11........ 180,302 178,679  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
33,262 19,957   13,305
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
851 851   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,992 89   4,903
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 40,355 20,897 0 19,458
25 Contributions, gifts, grants paid....... 151,000 151,000
26 Total expenses and disbursements. Add lines 24 and 25 191,355 20,897 0 170,458
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -11,053
b Net investment income (if negative, enter -0-) 157,782
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............. 683 835 835
2 Savings and temporary cash investments......... 28,471 78,160 78,160
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) 932    
b Investments—corporate stock (attach schedule)....... 1,207,305 Click to see attachment
List of Attached Documents:
// Content
1,197,960 		2,028,850
c Investments—corporate bonds (attach schedule)....... 34,810 Click to see attachment
List of Attached Documents:
// Content
24,770 		24,602
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).......... 309,573 Click to see attachment
List of Attached Documents:
// Content
268,957 		299,055
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,581,774 1,570,682 2,431,502
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........ 1,581,774 1,570,682
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)..... 1,581,774 1,570,682
30 Total liabilities and net assets/fund balances (see instructions). 1,581,774 1,570,682
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
1,581,774
2
Enter amount from Part I, line 27a .....................
2
-11,053
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,570,721
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
39
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,570,682
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 11. ABBOTT LABORATORIES   2013-06-07 2024-01-12
b 22. ABBOTT LABORATORIES   2020-03-11 2024-01-12
c 24. ABBOTT LABORATORIES   2016-04-28 2024-01-12
d 5. ADOBE SYS INC COM   2020-05-15 2023-11-02
e 7. AGILENT TECHNOLOGIES INC   2020-11-30 2024-06-06
3. AIR PRODUCTS & CHEMICALS INC   2017-11-14 2023-09-29
3. AIR PRODUCTS & CHEMICALS INC   2017-11-14 2023-10-02
3. AIR PRODUCTS & CHEMICALS INC   2017-12-07 2023-10-02
18. AIR PRODUCTS & CHEMICALS INC   2011-05-26 2023-10-13
3. AIR PRODUCTS & CHEMICALS INC   2011-05-27 2023-10-13
4. AIR PRODUCTS & CHEMICALS INC   2020-03-06 2023-11-02
3. AIR PRODUCTS & CHEMICALS INC   2016-04-28 2023-11-02
2. AIR PRODUCTS & CHEMICALS INC   2011-05-27 2023-11-02
7. AIR PRODUCTS & CHEMICALS INC   2020-03-06 2024-01-12
27. AIR PRODUCTS & CHEMICALS INC   2020-03-06 2024-05-17
29. ALPHABET INC SHS CL C   2016-04-28 2023-11-02
60. AMAZON COM INC   2018-09-28 2023-11-02
1. ANSYS INC   2018-10-04 2024-06-20
33. APPLE INC   2016-04-28 2023-11-02
16. APPLE INC   2012-02-01 2023-11-02
5000. APPLE INC   2017-02-03 2024-02-09
85. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2019-05-17 2023-07-28
29. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2023-02-02 2023-11-02
1.305 ATLANTA BRAVES HOLDINGS   2017-11-14 2023-08-01
.2317 ATLANTA BRAVES HOLDINGS   2018-05-14 2023-08-01
.2606 ATLANTA BRAVES HOLDINGS   2018-01-10 2023-08-01
.0579 ATLANTA BRAVES HOLDINGS   2021-04-06 2023-08-01
.0579 ATLANTA BRAVES HOLDINGS   2023-01-10 2023-08-01
.0869 ATLANTA BRAVES HOLDINGS   2022-06-23 2023-08-01
.3457 ATLANTA BRAVES HOLDINGS   2017-11-14 2023-08-09
.2317 ATLANTA BRAVES HOLDINGS   2017-11-14 2023-08-09
5. AUTODESK INC COM   2017-11-14 2023-09-21
4. AUTODESK INC COM   2017-11-14 2024-02-08
2. AUTODESK INC COM   2017-11-14 2024-03-20
1. AUTODESK INC COM   2017-11-14 2024-05-24
9. AUTOMATIC DATA PROCESSING INC   2009-08-25 2023-11-02
36. BAE SYSTEMS PLC   2023-05-17 2023-11-02
2. BLACK KNIGHT HOLDCO CORP   2021-05-20 2023-09-11
12. BLACK KNIGHT HOLDCO CORP   2018-03-29 2023-09-11
1. BLACK KNIGHT HOLDCO CORP   2018-03-16 2023-09-11
2. BLACK KNIGHT HOLDCO CORP   2019-08-28 2023-09-11
5. BLACK KNIGHT HOLDCO CORP   2018-04-19 2023-09-11
6. BLACK KNIGHT HOLDCO CORP   2018-11-14 2023-09-11
21. BLACK KNIGHT HOLDCO CORP   2018-05-14 2023-09-11
5. BLACK KNIGHT HOLDCO CORP   2018-05-29 2023-09-11
17. BLACK KNIGHT HOLDCO CORP   2018-05-30 2023-09-11
2. BLACK KNIGHT HOLDCO CORP   2021-04-20 2023-09-11
3. BLACK KNIGHT HOLDCO CORP   2021-04-06 2023-09-11
1. BLACK KNIGHT HOLDCO CORP   2021-02-11 2023-09-11
3. BLACK KNIGHT HOLDCO CORP   2021-01-06 2023-09-11
3. BLACK KNIGHT HOLDCO CORP   2020-01-13 2023-09-11
3. BLACK KNIGHT HOLDCO CORP   2019-11-27 2023-09-11
6. BLACK KNIGHT HOLDCO CORP   2018-06-21 2023-09-11
6. BLACK KNIGHT HOLDCO CORP   2018-12-19 2023-09-11
4. BLACK KNIGHT HOLDCO CORP   2021-05-19 2023-09-11
2. BLACKROCK INC CL A   2012-02-01 2023-11-02
1. BLACKROCK INC CL A   2013-07-10 2023-11-02
250. BRISTOL MYERS SQUIBB CO COM   2023-07-25 2023-12-19
11. BROADRIDGE FINL   2023-02-03 2023-08-15
19. BROADRIDGE FINL   2023-02-02 2023-08-15
9. BROADRIDGE FINL   2023-02-03 2023-11-02
10. BROOKFIELD ASSET MGMT   2017-11-14 2023-12-22
12. BROOKFIELD ASSET MGMT   2017-11-14 2024-01-09
9. BROOKFIELD ASSET MGMT   2017-11-14 2024-01-16
11. BROOKFIELD ASSET MGMT   2017-11-14 2024-05-24
14. BROOKFIELD ASSET MGMT   2017-11-14 2024-05-30
17. BROOKFIELD ASSET MGMT   2017-11-14 2024-02-08
5. BROWN-FORMAN CORP   2019-02-19 2024-05-30
1. BROWN-FORMAN CORP   2019-02-19 2024-06-20
4. BROWN-FORMAN CORP   2023-10-25 2024-06-20
1. BROWN-FORMAN CORP   2023-10-26 2024-06-20
12. CME GROUP INC   2023-03-23 2023-11-02
10. CANADIAN PAC KANS CITY   2013-02-22 2023-11-02
25. CANADIAN PAC KANS CITY   2013-02-27 2023-11-02
6. CARMAX INC   2017-11-14 2024-02-08
9. CHEVRON CORP   2011-05-26 2023-11-02
5. CHEVRON CORP   2022-02-17 2024-01-12
24. CHEVRON CORP   2011-05-26 2024-01-12
7. CHEVRON CORP   2016-04-28 2024-01-12
75. CISCO SYSTEMS INCORPORATED   2014-10-10 2023-07-28
100. COCA-COLA CO/THE   2016-02-01 2023-07-07
25. COCA-COLA CO/THE   2016-02-01 2023-07-07
38. COCA-COLA CO/THE   2009-08-25 2023-10-13
58. COCA-COLA CO/THE   2009-08-25 2023-11-02
8. COCA-COLA CO/THE   2012-02-01 2024-01-12
46. COCA-COLA CO/THE   2009-08-25 2024-01-12
1. COGNEX CORP   2019-04-09 2024-04-05
5. COGNEX CORP   2019-07-25 2024-04-05
36. COMCAST CORP   2016-04-28 2023-11-02
15. COMCAST CORP   2015-06-08 2023-11-02
10. COMCAST CORP   2017-03-09 2023-11-02
29. COMCAST CORP   2018-02-02 2024-01-12
33. COMCAST CORP   2017-03-09 2024-01-12
67. COMCAST CORP   2018-02-02 2024-04-04
7. COPART INC   2017-11-14 2023-07-26
15. COPART INC   2017-11-14 2023-10-25
3. COPART INC   2017-11-14 2023-10-26
14. COPART INC   2017-11-14 2023-12-05
4. COPART INC   2017-11-14 2024-05-03
5. COPART INC   2017-11-14 2024-05-24
9. COSTAR GROUP INC   2020-03-09 2024-02-08
10. COSTAR GROUP INC   2020-03-09 2024-05-03
7. DOLLAR GENERAL CORP   2018-06-21 2023-09-11
1. DOLLAR GENERAL CORP   2021-08-06 2023-09-11
1. DOLLAR GENERAL CORP   2023-01-23 2023-09-11
1. DOLLAR GENERAL CORP   2021-02-11 2023-09-11
1. DOLLAR GENERAL CORP   2022-09-08 2023-09-11
4. DOLLAR GENERAL CORP   2021-05-19 2023-09-11
2. DOLLAR GENERAL CORP   2021-05-28 2023-09-11
3. DOLLAR GENERAL CORP   2021-06-01 2023-09-11
1. DOLLAR GENERAL CORP   2021-09-28 2023-09-11
1. DOLLAR GENERAL CORP   2021-06-14 2023-09-11
3. DOLLAR GENERAL CORP   2021-07-27 2023-09-11
1. DOMINO S PIZZA INC   2019-04-09 2024-02-08
37. EOG RESOURCES INC   2022-05-16 2023-11-02
2. ESAB CORP REG SHS WHEN   2018-09-18 2023-07-26
4. ESAB CORP REG SHS WHEN   2017-11-14 2023-07-26
49. EXXON MOBIL CORPORATION   2022-03-09 2023-08-15
20. EXXON MOBIL CORPORATION   2022-03-15 2023-08-15
41. EXXON MOBIL CORPORATION   2022-03-15 2023-10-13
6. EXXON MOBIL CORPORATION   2022-05-16 2023-11-02
7. EXXON MOBIL CORPORATION   2022-03-15 2023-11-02
9. FASTENAL CO   2017-11-14 2024-02-08
9. FASTENAL CO   2017-11-14 2024-05-24
4. FASTENAL CO   2017-11-14 2024-05-30
2.12 FNMA PAS3154 04%2044   2023-07-25 2023-07-25
5.82 FNMA PAS3154 04%2044   2023-08-25 2023-08-25
1.65 FNMA PAS3154 04%2044   2023-09-25 2023-09-25
9.75 FNMA PAS3154 04%2044   2023-10-25 2023-10-25
7427. FNMA PAS3154 04%2044   2015-01-30 2023-11-01
5.52 FNMA PAS3154 04%2044   2023-11-27 2023-11-27
1.39 FNMA PAS7601 04%2046   2023-07-25 2023-07-25
.86 FNMA PAS7601 04%2046   2023-08-25 2023-08-25
2.76 FNMA PAS7601 04%2046   2023-09-25 2023-09-25
1.63 FNMA PAS7601 04%2046   2023-10-25 2023-10-25
1000. FNMA PAS7601 04%2046   2017-01-09 2023-11-01
1.86 FNMA PAS7601 04%2046   2023-11-27 2023-11-27
1.15 FNMA PMA2907 04%2047   2023-07-25 2023-07-25
1.33 FNMA PMA2907 04%2047   2023-08-25 2023-08-25
1.48 FNMA PMA2907 04%2047   2023-09-25 2023-09-25
2.31 FNMA PMA2907 04%2047   2023-10-25 2023-10-25
1000. FNMA PMA2907 04%2047   2017-03-23 2023-11-01
.76 FNMA PMA2907 04%2047   2023-11-27 2023-11-27
8. FIDELITY NATIONAL FINANCIAL INC   2018-12-19 2023-07-07
3. FIDELITY NATIONAL FINANCIAL INC   2018-07-27 2023-07-07
1525. FORD MOTOR CO   2022-11-28 2023-11-20
4. GARTNER GROUP INC NEW CL A   2021-06-30 2023-11-02
1. HEICO CORP   2018-08-20 2024-06-06
1. HEICO CORP   2018-08-20 2024-06-20
2. HEICO CORP   2018-08-21 2024-06-20
56. HESS CORP   2022-02-17 2023-11-02
36. HESS CORP   2022-02-17 2024-04-04
29. HESS CORP   2022-02-17 2024-04-05
20. HESS CORP   2022-02-17 2024-05-17
28. HESS CORP   2022-02-18 2024-05-17
4. HILTON WORLDWIDE HOLDINGS INC   2018-04-19 2024-02-08
3. HILTON WORLDWIDE HOLDINGS INC   2018-03-29 2024-02-08
3. HILTON WORLDWIDE HOLDINGS INC   2018-04-19 2024-03-20
1. HILTON WORLDWIDE HOLDINGS INC   2018-04-19 2024-06-06
5. HOWARD (THE) HUGHES HLDG   2017-11-14 2023-10-18
1. HOWARD (THE) HUGHES HLDG   2017-11-14 2023-10-25
1. HOWARD (THE) HUGHES HLDG   2017-11-14 2023-10-26
2. HOWARD (THE) HUGHES HLDG   2017-11-14 2023-10-26
1. HOWARD (THE) HUGHES HLDG   2018-09-18 2023-10-26
3. HOWARD (THE) HUGHES HLDG   2018-09-18 2024-02-08
3. HOWARD (THE) HUGHES HLDG   2018-11-14 2024-06-20
1. HOWARD (THE) HUGHES HLDG   2018-09-18 2024-06-20
8. INTERCONTINENTAL EXCHANGE INC   2016-04-28 2023-11-02
9. INTERCONTINENTAL EXCHANGE INC   2015-06-09 2023-11-02
4. INTUIT INC   2020-09-15 2023-11-02
1. INTUIT INC   2020-05-18 2023-11-02
6. INTUITIVE SURGICAL INC   2016-11-22 2023-11-02
50. J P MORGAN CHASE & CO COM   2020-03-20 2023-07-07
20. J P MORGAN CHASE & CO COM   2020-03-20 2023-07-28
12. J P MORGAN CHASE & CO COM   2016-04-28 2023-10-13
11. J P MORGAN CHASE & CO COM   2011-03-14 2023-10-13
35. J P MORGAN CHASE & CO COM   2011-01-24 2023-10-13
2000. JPMORGAN CHASE & CO   2014-04-07 2024-02-01
3000. JPMORGAN CHASE & CO   2015-03-18 2024-02-01
17. KKR & CO INC   2018-10-04 2024-02-08
4. KKR & CO INC   2018-10-04 2024-03-20
6. KKR & CO INC   2018-10-04 2024-06-20
32. ESTEE LAUDER COS INC/THE   2009-08-25 2024-02-15
8. ESTEE LAUDER COS INC/THE   2016-04-28 2024-02-15
2. ESTEE LAUDER COS INC/THE   2021-06-28 2024-02-15
4. ESTEE LAUDER COS INC/THE   2021-06-29 2024-02-15
4. ESTEE LAUDER COS INC/THE   2021-06-30 2024-02-15
1.9728 LIBERTY MEDIA CORP REG   2017-11-14 2023-08-17
.0856 LIBERTY MEDIA CORP REG   2023-01-10 2023-08-17
.1284 LIBERTY MEDIA CORP REG   2022-06-23 2023-08-17
.0856 LIBERTY MEDIA CORP REG   2021-04-06 2023-08-17
.3424 LIBERTY MEDIA CORP REG   2018-05-14 2023-08-17
.3852 LIBERTY MEDIA CORP REG   2018-01-10 2023-08-17
1. LIBERTY MEDIA CORP REG   2023-08-21 2023-08-21
1. LIBERTY MEDIA CORP REG   2023-08-16 2023-08-16
10. ELI LILLY & CO   2022-10-19 2023-11-02
1. MARKEL CORP   2017-11-14 2024-05-24
25. MARRIOTT INTERNATIONAL INC/MD   2021-02-23 2023-11-02
21. MARRIOTT INTERNATIONAL INC/MD   2021-02-23 2024-05-17
1. MARTIN MARIETTA MATERIALS INC   2018-05-14 2024-02-23
7. MASTERCARD INC   2018-09-28 2023-11-02
5. MC DONALDS CORPORATION COMMON   2011-03-14 2023-11-02
15. MICROSOFT CORPORATION   2016-03-07 2023-07-28
48. MICROSOFT CORPORATION   2016-03-14 2023-11-02
6. MICROSOFT CORPORATION   2016-01-25 2023-11-02
2. MOODY S CORP   2017-11-14 2023-07-07
1. MOODY S CORP   2017-11-14 2023-08-01
1. MOODY S CORP   2017-11-14 2023-08-17
2. MOODY S CORP   2017-11-14 2023-10-25
1. MOODY S CORP   2017-11-14 2023-11-08
1. MOODY S CORP   2017-11-14 2024-02-08
1. MOODY S CORP   2017-11-14 2024-03-07
1. MOODY S CORP   2017-11-14 2024-06-20
17. NESTLE S A SPONSORED ADR   2009-08-25 2023-10-13
14. NESTLE S A SPONSORED ADR   2009-08-25 2023-11-02
2. NESTLE S A SPONSORED ADR   2009-08-25 2024-01-16
10. NESTLE S A SPONSORED ADR   2009-11-27 2024-01-16
15. NESTLE S A SPONSORED ADR   2019-07-03 2024-04-24
6. NESTLE S A SPONSORED ADR   2011-03-14 2024-04-24
21. NESTLE S A SPONSORED ADR   2009-11-27 2024-04-24
21. NESTLE S A SPONSORED ADR   2016-04-28 2024-04-24
23. NIKE INC CL B   2015-08-28 2023-11-02
9. NIKE INC CL B   2015-08-28 2024-05-17
24. NOVO-NORDISK A S ADR   2009-08-25 2023-11-02
58. NOVO-NORDISK A S ADR   2011-05-26 2023-11-02
40. ORACLE CORP   2012-03-27 2023-07-28
65. ORACLE CORP   2012-03-27 2023-09-07
13. OTIS WORLDWIDE CORP REG   2007-10-25 2023-11-02
9. OTIS WORLDWIDE CORP REG   2009-08-25 2023-11-02
4. PEPSICO INCORPORATED   2004-11-15 2023-10-13
3. PEPSICO INCORPORATED   2011-03-14 2023-11-02
14. PEPSICO INCORPORATED   2009-08-25 2023-11-02
6. PEPSICO INCORPORATED   2004-11-15 2023-11-02
15. PEPSICO INCORPORATED   2011-03-14 2024-01-12
435. PFIZER INC   2014-08-19 2023-12-19
250. PFIZER INC   2019-10-03 2023-12-19
40. PHILIP MORRIS INTERNATIONAL INC   2009-08-25 2023-08-15
15. PHILIP MORRIS INTERNATIONAL INC   2009-03-31 2023-08-15
22. PHILIP MORRIS INTERNATIONAL INC   2009-08-25 2023-11-02
24. PHILIP MORRIS INTERNATIONAL INC   2023-02-02 2024-02-15
52. PHILIP MORRIS INTERNATIONAL INC   2009-08-25 2024-02-15
34. PHILIP MORRIS INTERNATIONAL INC   2016-04-28 2024-02-15
9. PROCTER & GAMBLE CO/THE   2022-02-17 2023-11-02
37. PROGRESSIVE CORP OHIO COM   2020-03-11 2023-11-02
1. PROGRESSIVE CORP OHIO COM   2017-11-14 2024-03-20
4. PROGRESSIVE CORP OHIO COM   2017-11-14 2024-04-19
1. PROGRESSIVE CORP OHIO COM   2017-11-14 2024-05-24
2. PROGRESSIVE CORP OHIO COM   2017-11-14 2024-05-30
1. PROGRESSIVE CORP OHIO COM   2017-11-14 2024-06-20
21771. PUTNAM DIVERSIFIED INCOME TRUST   2019-09-04 2023-12-26
75. RAYTHEON TECHNOLOGIES   2019-06-04 2023-10-09
275. RAYTHEON TECHNOLOGIES   2019-01-18 2023-10-09
7. RAYTHEON TECHNOLOGIES   2009-08-25 2023-10-13
6. RAYTHEON TECHNOLOGIES   2009-08-25 2023-11-02
25. RAYTHEON TECHNOLOGIES   2011-05-24 2023-11-02
56. RAYTHEON TECHNOLOGIES   2020-04-16 2024-04-23
14. RAYTHEON TECHNOLOGIES   2022-10-19 2024-04-23
3. RAYTHEON TECHNOLOGIES   2011-05-24 2024-04-23
7. RAYTHEON TECHNOLOGIES   2016-04-28 2024-04-23
2. S&P GLOBAL INC   2019-02-06 2023-11-02
3.933 S&P GLOBAL INC   2019-07-03 2023-11-02
3.067 S&P GLOBAL INC   2019-02-05 2023-11-02
3. SBA COMMUNICATIONS CORP   2017-11-14 2024-05-24
125. SANOFI ADR   2020-11-05 2023-07-07
6. SHERWIN-WILLIAMS CO/THE   2018-09-28 2023-11-02
1. SHERWIN-WILLIAMS CO/THE   2023-09-29 2023-12-22
1. SHERWIN-WILLIAMS CO/THE   2023-09-29 2024-02-08
315. TORONTO DOMINION BANK   2022-11-28 2023-11-20
225. TORONTO DOMINION BANK   2024-01-04 2024-06-03
125. TORONTO DOMINION BANK   2023-03-22 2024-06-03
1. TRANSDIGM GROUP INC COM   2017-11-14 2023-07-26
1. TRANSDIGM GROUP INC COM   2017-11-14 2023-10-25
1. TRANSDIGM GROUP INC COM   2017-11-14 2023-12-22
1. TRANSDIGM GROUP INC COM   2017-11-14 2024-02-08
1. TRANSDIGM GROUP INC COM   2017-11-14 2024-03-05
1. TRANSDIGM GROUP INC COM   2017-11-14 2024-05-24
8. TRANSUNION   2017-11-27 2023-10-25
5. TRANSUNION   2018-02-01 2023-11-08
5. TRANSUNION   2018-03-16 2023-11-08
10. TRANSUNION   2018-07-27 2023-11-08
8. TRANSUNION   2018-08-02 2023-11-08
6. TRANSUNION   2018-08-20 2023-11-08
7. TRANSUNION   2018-11-14 2023-11-08
1. TRANSUNION   2019-05-28 2023-11-08
3. TRANSUNION   2022-03-31 2023-11-08
2. TRANSUNION   2017-11-27 2023-11-08
1. TYLER TECHNOLOGIES INC   2021-02-17 2024-04-05
1. TYLER TECHNOLOGIES INC   2021-02-23 2024-04-05
27. UNION PACIFIC CORP   2014-02-03 2023-11-02
3. UNION PACIFIC CORP   2014-02-03 2024-05-17
2. UNION PACIFIC CORP   2017-04-18 2024-05-17
16. UNION PACIFIC CORP   2015-02-25 2024-05-17
9. UNION PACIFIC CORP   2016-04-28 2024-05-17
1. UNITEDHEALTH GROUP INC   2018-06-27 2023-11-02
9. UNITEDHEALTH GROUP INC   2017-04-18 2023-11-02
2. VERISIGN INC   2017-11-14 2024-03-07
1. VERISIGN INC   2017-11-14 2024-05-24
2. VERISIGN INC   2017-11-14 2024-05-30
7. VERISK ANALYTICS INC   2018-02-06 2023-11-02
1. VERISK ANALYTICS INC   2017-11-14 2024-03-05
1. VERISK ANALYTICS INC   2017-11-14 2024-03-07
1. VERISK ANALYTICS INC   2017-11-14 2024-05-24
2. VERISK ANALYTICS INC   2017-11-14 2024-06-06
21. VISA INC   2016-04-20 2023-11-02
1. ARCH CAP GROUP LTD COM NEW BERMUDA   2018-02-01 2023-11-17
3. ARCH CAP GROUP LTD COM NEW BERMUDA   2018-03-29 2023-11-17
70. SPOTIFY TECH S.A. REG   2021-04-23 2023-12-26
55. SPOTIFY TECH S.A. REG   2021-04-28 2023-12-26
1. WIX COM LTD   2020-04-09 2023-07-07
3. WIX COM LTD   2019-03-04 2023-07-07
2. WIX COM LTD   2019-01-30 2023-07-07
3. WIX COM LTD   2020-04-09 2023-08-03
1. WIX COM LTD   2021-03-23 2023-08-03
(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 1,250   411 839
b 2,501   1,725 776
c 2,728   993 1,735
d 2,790   1,809 981
e 936   812 124
851   485 366
840   485 355
840   482 358
5,140   1,524 3,616
857   257 600
1,153   912 241
865   413 452
577   171 406
1,849   1,596 253
6,974   6,155 819
3,740   1,025 2,715
8,269   6,064 2,205
327   175 152
5,850   803 5,047
2,836   261 2,575
5,000   5,000  
6,069   3,218 2,851
1,858   1,828 30
51   26 25
9   4 5
10   5 5
2   1 1
2   2  
3   3  
14   7 7
9   5 4
1,021   617 404
1,044   493 551
525   247 278
212   123 89
1,962   310 1,652
1,973   1,802 171
152   144 8
910   564 346
76   48 28
152   122 30
379   244 135
455   292 163
1,593   1,060 533
379   249 130
1,290   855 435
152   148 4
228   224 4
76   87 -11
228   263 -35
228   198 30
228   188 40
455   325 130
455   276 179
303   284 19
1,286   368 918
643   264 379
12,936   15,977 -3,041
1,992   1,686 306
3,440   2,899 541
1,605   1,380 225
399   225 174
465   270 195
350   202 148
490   247 243
597   315 282
676   352 324
221   242 -21
43   48 -5
173   224 -51
43   56 -13
2,555   2,162 393
733   235 498
1,832   609 1,223
437   426 11
1,331   926 405
735   666 69
3,526   2,470 1,056
1,028   725 303
3,910   1,757 2,153
6,013   4,309 1,704
1,503   1,077 426
2,006   929 1,077
3,311   1,418 1,893
483   273 210
2,776   1,125 1,651
40   54 -14
200   221 -21
1,523   1,113 410
635   435 200
423   373 50
1,248   1,190 58
1,421   1,230 191
2,748   2,750 -2
626   125 501
654   134 520
130   27 103
682   125 557
219   36 183
267   45 222
739   603 136
911   670 241
887   690 197
127   236 -109
127   230 -103
127   202 -75
127   247 -120
507   813 -306
253   407 -154
380   608 -228
127   215 -88
127   209 -82
380   691 -311
426   247 179
4,720   4,707 13
135   93 42
270   181 89
5,301   4,044 1,257
2,164   1,576 588
4,503   3,230 1,273
651   538 113
760   552 208
623   214 409
592   214 378
259   95 164
2   2  
6   6  
2   2  
10   10  
436   578 -142
6   6  
1   1  
1   1  
3   3  
2   2  
124   162 -38
2   2  
1   1  
1   1  
1   1  
2   2  
108   184 -76
1   1  
288   252 36
108   123 -15
15,762   20,906 -5,144
1,345   969 376
178   67 111
178   67 111
356   136 220
8,233   5,275 2,958
5,615   3,391 2,224
4,525   2,732 1,793
3,135   1,884 1,251
4,389   2,624 1,765
775   330 445
582   237 345
632   248 384
201   83 118
338   605 -267
67   121 -54
67   126 -59
134   242 -108
67   125 -58
233   375 -142
196   329 -133
65   125 -60
852   388 464
959   428 531
1,992   1,286 706
498   289 209
1,661   431 1,230
7,247   4,338 2,909
3,146   1,735 1,411
1,787   771 1,016
1,638   496 1,142
5,212   1,577 3,635
2,000   2,000  
3,000   3,000  
1,660   472 1,188
392   111 281
662   167 495
4,651   579 4,072
1,163   778 385
291   629 -338
581   1,266 -685
581   1,261 -680
67   33 34
3   3  
4   4  
3   2 1
12   5 7
13   6 7
16     16
12     12
5,772   3,290 2,482
1,606   1,076 530
4,620   3,674 946
4,977   3,086 1,891
546   215 331
2,669   1,559 1,110
1,334   378 956
5,083   769 4,314
16,694   2,555 14,139
2,087   311 1,776
683   286 397
351   143 208
331   143 188
628   286 342
336   143 193
399   143 256
390   143 247
424   143 281
1,939   694 1,245
1,555   571 984
228   82 146
1,141   481 660
1,544   1,557 -13
618   333 285
2,162   1,010 1,152
2,162   1,569 593
2,416   1,291 1,125
826   505 321
2,429   147 2,282
5,869   718 5,151
4,648   1,176 3,472
8,134   1,911 6,223
1,021   506 515
707   278 429
635   209 426
501   192 309
2,337   807 1,530
1,002   313 689
2,506   960 1,546
12,184   11,950 234
7,002   8,385 -1,383
3,781   1,898 1,883
1,418   537 881
1,997   1,044 953
2,139   2,486 -347
4,634   2,468 2,166
3,030   3,321 -291
1,363   1,441 -78
5,854   2,777 3,077
206   51 155
858   205 653
204   51 153
413   102 311
211   51 160
118,652   149,351 -30,699
5,457   5,543 -86
20,008   17,893 2,115
513   240 273
499   206 293
2,079   1,227 852
5,684   3,462 2,222
1,421   1,225 196
305   147 158
711   422 289
752   390 362
1,480   930 550
1,154   597 557
566   498 68
6,426   6,320 106
1,474   913 561
309   255 54
311   255 56
19,465   20,897 -1,432
12,388   14,355 -1,967
6,882   7,202 -320
890   240 650
816   240 576
1,000   240 760
1,132   240 892
1,165   240 925
1,334   240 1,094
370   445 -75
256   295 -39
256   296 -40
513   718 -205
410   589 -179
308   445 -137
359   435 -76
51   67 -16
154   312 -158
103   111 -8
416   469 -53
416   462 -46
5,697   2,351 3,346
733   261 472
489   213 276
3,909   1,956 1,953
2,199   806 1,393
535   251 284
4,814   1,520 3,294
386   223 163
171   111 60
338   223 115
1,608   659 949
237   91 146
235   91 144
249   91 158
519   182 337
5,082   1,713 3,369
84   30 54
252   85 167
13,299   19,995 -6,696
10,449   14,811 -4,362
76   114 -38
229   325 -96
153   212 -59
290   342 -52
97   292 -195
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       839
b       776
c       1,735
d       981
e       124
      366
      355
      358
      3,616
      600
      241
      452
      406
      253
      819
      2,715
      2,205
      152
      5,047
      2,575
       
      2,851
      30
      25
      5
      5
      1
       
       
      7
      4
      404
      551
      278
      89
      1,652
      171
      8
      346
      28
      30
      135
      163
      533
      130
      435
      4
      4
      -11
      -35
      30
      40
      130
      179
      19
      918
      379
      -3,041
      306
      541
      225
      174
      195
      148
      243
      282
      324
      -21
      -5
      -51
      -13
      393
      498
      1,223
      11
      405
      69
      1,056
      303
      2,153
      1,704
      426
      1,077
      1,893
      210
      1,651
      -14
      -21
      410
      200
      50
      58
      191
      -2
      501
      520
      103
      557
      183
      222
      136
      241
      197
      -109
      -103
      -75
      -120
      -306
      -154
      -228
      -88
      -82
      -311
      179
      13
      42
      89
      1,257
      588
      1,273
      113
      208
      409
      378
      164
       
       
       
       
      -142
       
       
       
       
       
      -38
       
       
       
       
       
      -76
       
      36
      -15
      -5,144
      376
      111
      111
      220
      2,958
      2,224
      1,793
      1,251
      1,765
      445
      345
      384
      118
      -267
      -54
      -59
      -108
      -58
      -142
      -133
      -60
      464
      531
      706
      209
      1,230
      2,909
      1,411
      1,016
      1,142
      3,635
       
       
      1,188
      281
      495
      4,072
      385
      -338
      -685
      -680
      34
       
       
      1
      7
      7
      16
      12
      2,482
      530
      946
      1,891
      331
      1,110
      956
      4,314
      14,139
      1,776
      397
      208
      188
      342
      193
      256
      247
      281
      1,245
      984
      146
      660
      -13
      285
      1,152
      593
      1,125
      321
      2,282
      5,151
      3,472
      6,223
      515
      429
      426
      309
      1,530
      689
      1,546
      234
      -1,383
      1,883
      881
      953
      -347
      2,166
      -291
      -78
      3,077
      155
      653
      153
      311
      160
      -30,699
      -86
      2,115
      273
      293
      852
      2,222
      196
      158
      289
      362
      550
      557
      68
      106
      561
      54
      56
      -1,432
      -1,967
      -320
      650
      576
      760
      892
      925
      1,094
      -75
      -39
      -40
      -205
      -179
      -137
      -76
      -16
      -158
      -8
      -53
      -46
      3,346
      472
      276
      1,953
      1,393
      284
      3,294
      163
      60
      115
      949
      146
      144
      158
      337
      3,369
      54
      167
      -6,696
      -4,362
      -38
      -96
      -59
      -52
      -195
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 2 128,529
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 2,193
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 2,193
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 2,193
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 912
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.............. 7 912
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 1,281
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 arrowCA
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 arrowNONE
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (888) 866-3275

Located atright arrowPO BOX 1532 AFTPENNINGTONNJ ZIP+4right arrow08534
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
CINDY A LABUDA PRESIDENT
2 		0    
15 POMPONIO CT
PORTOLA VALLEY,CA94028
PAIGE LABUDA DIRECTOR
1 		0    
146 STANTON ST 2A
NEW YORK,NY10002
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
2,199,285
b
Average of monthly cash balances.......................
1b
110,789
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,310,074
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
2,310,074
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
34,651
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,275,423
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
113,771
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
113,771
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,193
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,193
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
111,578
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
111,578
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
111,578
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
170,458
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
170,458
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 7 111,578
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...... 37,027
b From 2019...... 37,439
c From 2020...... 75,830
d From 2021...... 99,796
e From 2022...... 69,635
f Total of lines 3a through e ........ 319,727
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 170,458
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..... 111,578
e Remaining amount distributed out of corpus 58,880
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 378,607
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) ... 		37,027
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		341,580
10 Analysis of line 9:
a Excess from 2019.... 37,439
b Excess from 2020.... 75,830
c Excess from 2021.... 99,796
d Excess from 2022.... 69,635
e Excess from 2023.... 58,880
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).)
CINDY A LABUDA
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.
NONE
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:
CINDY LABUDA
15 POMPONIO CT
PORTOLA VALLEY,CA94028
(650) 599-7407
bThe form in which applications should be submitted and information and materials they should include:
LETTER WITH NAME AND CONTACT INFORMATION, TAX STATUS OF APPLICANT AND DOLLAR AMOUNT OF GRANT
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE TOUCHPOINT FOUNDATION PRIMARILY SEEKS TO INCREASE THE AVAILABILITY AND ENHANCE HEALTH QUALITY
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

BRING CHANGE 2 MIND

155 SANSOME ST STE 530
SAN FRANCISCO,CA94104 		N/A PC UNRESTRICTED GENERAL 5,000

AMERICAN FDN FOR SUICIDE PREVENTION

199 WATER ST FL 11
NEW YORK,NY10038 		N/A PC UNRESTRICTED GENERAL 5,000

THE JED FOUNDATION

PO BOX 60174
BROOKLYN,NY11206 		N/A PC UNRESTRICTED GENERAL 5,000

BIG WAVE PROJECT

PO BOX 1901
EL GRANADA,CA94018 		N/A PC UNRESTRICTED GENERAL 2,500

CREATIVE GROWTH INC

355 24TH ST
OAKLAND,CA94612 		N/A PC UNRESTRICTED GENERAL 1,000

WPVFPF WOODSIDE-PORTOLA VALLEY FIRE FDN

808 PORTOLA RD
PORTOLA VALLEY,CA94028 		N/A PC UNRESTRICTED GENERAL 5,000

THERE WITH CARE BAY AREA

2682 MIDDLEFIELD RD STE H
REDWOOD CITY,CA94063 		N/A PC UNRESTRICTED GENERAL 1,000

TABLE OF PLENTY HMB A NONPROFIT CORP

PO BOX 3693
HALF MOON BAY,CA94019 		N/A PC UNRESTRICTED GENERAL 5,000

MAVERICKS COASTSIDE FOUNDATION

PO BOX 874
EL GRANADA,CA94018 		N/A PC UNRESTRICTED GENERAL 5,000

COASTSIDE HOPE

PO BOX 1089
EL GRANADA,CA94018 		N/A PC UNRESTRICTED GENERAL 2,500

FALLS CHURCH VOLUNTEER FIRE DEPT INC

PO BOX 7014
FALLS CHURCH,VA22040 		N/A PC UNRESTRICTED GENERAL 5,000

MEALS ON WHEELS DIABLO REGION

1300 CIVIC DRIVE
WALNUT CREEK,CA94596 		N/A PC UNRESTRICTED GENERAL 7,500

LOS ALTOS MOUNTAIN VIEW COMMUNITY FDN

183 HILLVIEW AVE
LOS ALTOS,CA94022 		N/A PC UNRESTRICTED GENERAL 3,500

SUTTER BAY MEDICAL FDN

2200 RIVER PLAZA DR
SACRAMENTO,CA95833 		N/A PC UNRESTRICTED GENERAL 5,000

PENINSULA FAMILY SERVICE

24 2ND AVE
SAN MATEO,CA94401 		N/A PC UNRESTRICTED GENERAL 5,000

VIA REHABILITATION SERVICES INC

2851 PARK AVE
SANTA CLARA,CA95050 		N/A PC UNRESTRICTED GENERAL 5,000

KQED INC

2601 MARIPOSA ST
SAN FRANCISCO,CA94110 		N/A PC UNRESTRICTED GENERAL 2,500

SEQUOIA LIVING

1525 POST ST
SAN FRANCISCO,CA94109 		N/A PC UNRESTRICTED GENERAL 5,000

MEALS ON WHEELS OF SAN FRANCISCO INC

2142 JERROLD AVE
SAN FRANCISCO,CA94124 		N/A PC UNRESTRICTED GENERAL 10,000

LEGAL ASSISTANCE TO THE ELDERLY

1663 MISSION ST STE 225
SAN FRANCISCO,CA94103 		N/A PC UNRESTRICTED GENERAL 5,000

KARA

457 KINGSLEY AVE
PALO ALTO,CA94301 		N/A PC UNRESTRICTED GENERAL 5,000

COASTSIDE ADULT DAY HEALTH CENTER

925 MAIN ST STE A
HALF MOON BAY,CA94019 		N/A PC UNRESTRICTED GENERAL 7,500

MERCY HOUSING CALIFORNIA

1600 BROADWAY STE 2000
DENVER,CO80202 		N/A PC UNRESTRICTED GENERAL 5,000

SENIOR COASTSIDERS INC

925 MAIN ST
HALF MOON BAY,CA94019 		N/A PC UNRESTRICTED GENERAL 15,000

EASTSIDE COLLEGE PREPARATORY SCHOOL

1041 MYRTLE ST
EAST PALO ALTO,CA94303 		N/A PC UNRESTRICTED GENERAL 10,000

GROCERIES FOR SENIORS

660 CALIFORNIA STREET
SAN FRANCISCO,CA94108 		N/A PC UNRESTRICTED GENERAL 3,000

SONRISAS DENTAL HEALTH INC

430 N EL CAMINO REAL
SAN MATEO,CA94401 		N/A PC UNRESTRICTED GENERAL 5,000

OMBUDSMAN SERVICES OF SAN MATEO CNTY INC

711 NEVADA ST
REDWOOD CITY,CA94061 		N/A PC UNRESTRICTED GENERAL 5,000

THE TREVOR PROJECT INC

8581 SANTA MONICA BLVD
WEST HOLLYWOOD,CA90069 		N/A PC UNRESTRICTED GENERAL 5,000
Total .................................right arrow 3a 151,000
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 50,175  
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 ............ 		    18 128,529  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 1,598  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   180,302  
13Total. Add line 12, columns (b), (d), and (e)..................
13
180,302
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
TOUCHPOINT FOUNDATION - HOST
EIN:
94-3339119
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,250     1,250

TY 2023 InvestmentsCorpBondsSchedule
Name:
TOUCHPOINT FOUNDATION - HOST
EIN:
94-3339119
Name of Bond End of Year Book Value End of Year Fair Market Value
46625HJT8 JPMORGAN CHASE & CO    
594918BB9 MICROSOFT CORP 4,000 3,934
172967JP7 CITIGROUP INC 4,908 4,914
61761JVL0 MORGAN STANLEY 3,002 2,982
94974BGA2 WELLS FARGO & COMPAN 4,920 4,977
037833CG3 APPLE INC    
38143U8H7 GOLDMAN SACHS GROUP 4,021 3,896
68389XBC8 ORACLE CORP 1,919 1,954
92826CAD4 VISA INC 2,000 1,945

TY 2023 InvestmentsCorpStockSchedule
Name:
TOUCHPOINT FOUNDATION - HOST
EIN:
94-3339119
Name of Stock End of Year Book Value End of Year Fair Market Value
713448108 PEPSICO INC 7,351 10,720
718172109 PHILIP MORRIS INTERN    
594918104 MICROSOFT CORP COM 22,742 130,062
31620R303 FIDELITY NATIONAL FI    
461202103 INTUIT INC 14,595 23,002
882508104 TEXAS INSTRUMENTS IN 4,572 23,927
44267D107 THE HOWARD HUGHES CO    
531229870 LIBERTY MEDIA CORP D    
67103H107 O'REILLY AUTOMOTIVE 5,343 22,177
743315103 PROGRESSIVE CORP/THE 10,369 21,186
776696106 ROPER TECHNOLOGIES I 11,628 18,037
893641100 TRANSDIGM GROUP INC 7,877 26,830
929160109 VULCAN MATERIALS CO 7,998 16,413
031162100 AMGEN INC 17,511 31,245
458140100 INTEL CORPORATION 11,908 13,937
N07059210 ASML HLDG NV NY REG 5,601 22,500
053015103 AUTOMATIC DATA PROCE 4,694 7,161
20030N101 COMCAST CORP 7,727 7,205
641069406 NESTLE S A SPONSORED    
09215C105 BLACK KNIGHT HOLDCO    
217204106 COPART INC 9,104 24,859
366651107 GARTNER INC NEW CL A 13,005 22,453
526057104 LENNAR CORP 4,054 10,041
717081103 PFIZER INC    
166764100 CHEVRONTEXACO CORP 13,459 15,329
595017104 MICROCHIP TECHNOLOGY 3,908 8,144
78410G104 SBA COMMUNICATIONS C 7,345 7,459
824348106 SHERWIN-WILLIAMS CO/ 5,893 10,147
91879Q109 VAIL RESORTS INC 6,356 4,864
92345Y106 VERISK ANALYTICS INC 2,821 7,817
531229854 LIBERTY MEDIA CORP D    
615369105 MOODY S CORP 2,103 3,367
778296103 ROSS STORES INC 2,346 3,052
78409V104 S&P GLOBAL INC 8,724 15,610
89400J107 TRANSUNION    
92343E102 VERISIGN INC 4,763 5,867
17275R102 CISCO SYSTEMS INC 13,836 29,694
68389X105 ORACLE CORP 8,783 42,360
92343V104 VERIZON COMMUNICATIO 22,810 23,713
037833100 APPLE INC 17,545 91,620
670100205 NOVO NORDISK A/S ADR 8,091 35,257
002824100 ABBOTT LABORATORIES 9,946 9,871
009158106 AIR PRODUCTS & CHEMI    
02079K107 ALPHABET INC SHS 16,904 37,785
580135101 MC DONALDS CORPORATI 6,184 12,742
907818108 UNION PACIFIC CORP 11,991 14,481
115236101 BROWN & BROWN INC 7,638 16,809
12504L109 CBRE GROUP INC 5,601 9,089
143130102 CARMAX INC 9,632 9,314
55354G100 MSCI INC 6,526 8,190
570535104 MARKEL CORPORATION H 8,875 12,605
573284106 MARTIN MARIETTA MATE 2,345 7,043
046353108 ASTRAZENECA PLC SPON 23,751 48,822
09247X101 BLACKROCK INC 10,166 20,470
518439104 ESTEE LAUDER COS INC    
115637209 BROWN-FORMAN CORP 1,399 1,037
256677105 DOLLAR GENERAL CORP    
311900104 FASTENAL CO 3,300 5,907
191216100 COCA-COLA CO/THE 28,961 44,237
254687106 WALT DISNEY CO/THE 28,771 30,283
46625H100 J P MORGAN CHASE & C 17,785 41,463
92826C839 VISA INC 11,671 25,197
G0450A105 ARCH CAP GROUP LTD 3,591 9,988
03662Q105 ANSYS INC 1,154 2,251
052769106 AUTODESK INC COM 4,663 6,434
43300A203 HILTON WORLDWIDE HOL 9,360 21,820
45866F104 INTERCONTINENTAL EXC 6,448 10,677
46120E602 INTUITIVE SURGICAL I 7,959 22,243
654106103 NIKE INC CL B 6,296 6,406
91324P102 UNITEDHEALTH GROUP I 49,351 61,620
57636Q104 MASTERCARD INC 7,583 15,441
25754A201 DOMINO S PIZZA INC 7,829 12,392
448579102 HYATT HOTELS CORP 2,587 5,317
422806208 HEICO CORP 15,777 24,498
M98068105 WIX COM LTD 3,586 2,386
192422103 COGNEX CORP 1,002 655
11133T103 BROADRIDGE FINL 5,672 7,289
48251W104 KKR & CO INC 6,926 23,153
86614U100 SUMMIT MATLS INC 897 1,940
023135106 AMAZON COM INC 26,622 47,153
45168D104 IDEXX LABS INC 2,725 4,385
G5960L103 MEDTRONIC PLC SHS 32,443 29,516
369550108 GENERAL DYNAMICS COR 16,637 29,014
G0403H108 AON PLC REG SHS 1,566 2,936
11275Q107 BROOKFIELD 12,606 11,882
538034109 LIVE NATION INC 6,649 10,030
438516106 HONEYWELL INTERNATIO 20,970 37,370
68902V107 OTIS WORLDWIDE CORP 1,888 4,043
00724F101 ADOBE SYS INC COM 8,279 10,000
75513E101 RAYTHEON TECHNOLOGIE    
22160N109 COSTAR GROUP INC 24,363 22,835
902252105 TYLER TECHNOLOGIES I 9,777 11,564
291011104 EMERSON ELECTRIC CO 24,178 44,064
80105N105 SANOFI-SYNTHELABO 30,337 29,112
742718109 PROCTER & GAMBLE CO/ 37,543 43,869
11284V105 BROOKFIELD RENEWABLE 6,538 4,569
00846U101 AGILENT TECHNOLOGIES 5,422 5,444
437076102 HOME DEPOT INC/THE 33,243 41,309
571903202 MARRIOTT INTERNATION 5,107 7,978
03990B101 ARES MGMT CORP REG S 1,783 3,465
98978V103 ZOETIS INC 7,698 8,321
L8681T102 SPOTIFY TECH S.A. RE    
29605J106 ESAB CORP REG SHS WH    
42809H107 HESS CORP    
30231G102 EXXON MOBIL CORP 5,467 7,022
194014502 COLFAX CORP REG SHS 603 452
L7579L106 PERIMETER SOLUTIONS 1,982 1,308
26875P101 EOG RESOURCES INC 11,371 13,090
13646K108 CANADIAN PAC KANS CI 2,206 7,086
532457108 ELI LILLY & CO 7,618 20,824
718546104 PHILLIPS 66 20,206 28,234
11271J107 BROOKFIELD ASSET MGM 15,166 23,055
941848103 WATERS CORP 1,897 2,031
891160509 TORONTO-DOMINION BAN    
12572Q105 CME GROUP INC 9,837 10,223
05523R107 BAE SYSTEMS PLC 12,461 14,707
345370860 FORD MOTOR CO    
113004105 BROOKFIELD ASSET MGM 2,561 3,957
031100100 AMETEK INC 1,185 1,167
12510Q100 CCC INTELLIGENT 4,351 4,144
303250104 FAIR ISSAC & CO INC 9,206 10,421
361ESC049 GCI LIBERTY INC    
44267T102 HOWARD (THE) HUGHES 1,358 1,102
500754106 KRAFT HEINZ CO/THE 23,307 20,943
502441306 LVMH MOET HENNESSY L 7,633 6,594
531229755 LIBERTY MEDIA CORP R 3,044 5,963
531229771 LIBERTY MEDIA CORP R 1,133 1,349
573874104 MARVELL TECH INC 21,606 23,417
67066G104 NVIDIA CORP 14,572 25,943
679580100 OLD DOMINION FREIGHT 7,853 7,594
79466L302 SALESFORCE COM INC 23,068 25,710
81762P102 SERVICENOW INC 11,116 11,800
874039100 TAIWAN SEMICONDUCTOR 11,082 13,383
922475108 VEEVA SYS INC 2,708 2,562

TY 2023 InvestmentsGovtObligationsSch
Name:
TOUCHPOINT FOUNDATION - HOST
EIN:
94-3339119
US Government Securities - End of Year Book Value:

 
US Government Securities - End of Year Fair Market Value:

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


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


 


TY 2023 InvestmentsOtherSchedule2
Name:
TOUCHPOINT FOUNDATION - HOST
EIN:
94-3339119
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
78462F103 SPDR S&P 500 ETF TRU AT COST 16,786 35,374
40168W483 GUGGENHEIM LIMITED D AT COST 125,727 121,344
922908769 VANGUARD TOTAL STOCK AT COST 17,709 33,439
746704501 PUTNAM DIVERSIFIED I      
92189F643 VANECK VECTORS MORNI AT COST 27,466 28,148
46641Q332 J.P. MORGAN EXCHANGE AT COST 33,705 34,008
78464A722 SPDR S&P PHARMACEUTI AT COST 47,564 46,742

TY 2023 OtherDecreasesSchedule
Name:
TOUCHPOINT FOUNDATION - HOST
EIN:
94-3339119
Description Amount
TIMING DIFFERENCE 39


TY 2023 OtherExpensesSchedule
Name:
TOUCHPOINT FOUNDATION - HOST
EIN:
94-3339119
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEE 50 0   50
INVESTMENT EXPENSES-DIVIDEND I 2 2   0
OTHER EXPENSE (NON-DEDUCTIBLE 87 87   0
OTHER CHARITABLE EXPENSES 4,853 0   4,853


TY 2023 OtherIncomeSchedule2
Name:
TOUCHPOINT FOUNDATION - HOST
EIN:
94-3339119
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 1,598 0  


TY 2023 OtherProfessionalFeesSchedule
Name:
TOUCHPOINT FOUNDATION - HOST
EIN:
94-3339119
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 33,262 19,957   13,305


TY 2023 TaxesSchedule
Name:
TOUCHPOINT FOUNDATION - HOST
EIN:
94-3339119
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 851 851   0