TY 2024 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

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

Name of foundation
MARCH FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)6320 WESTWOOD CT
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
EDINA, MN55436

A Employer identification number

26-3296616

B Telephone number (see instructions)

(952) 929-0724

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

$8,162,966J 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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	386,797
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	153,433		152,902
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		393,824
b	Gross sales price for all assets on line 6a 1,311,760
7	Capital gain net income (from Part IV, line 2)...			393,824
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........	934,054		546,726
13	Compensation of officers, directors, trustees, etc.	15,000		0	15,000
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	83,902	83,902	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	2,132	2,132	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......	2,666		0	2,666
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	412	0	412
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	104,112		86,034	18,078
25	Contributions, gifts, grants paid.......	393,000			393,000
26	Total expenses and disbursements. Add lines 24 and 25	497,112		86,034	411,078
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	436,942
b	Net investment income (if negative, enter -0-)			460,692
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

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.............
	2	Savings and temporary cash investments.........	116,164	118,378	118,378
	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).....
	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).......	5,874,377	List of Attached Documents: // Content 6,197,747	8,044,588
	c	Investments—corporate bonds (attach schedule).......	250,000	0	0
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	6,240,541	6,316,125	8,162,966
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	5,198,777	5,198,777
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	1,041,764	1,117,348
	29	Total net assets or fund balances (see instructions).....	6,240,541	6,316,125
	30	Total liabilities and net assets/fund balances (see instructions).	6,240,541	6,316,125

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) ...............

6,240,541

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

436,942

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

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

6,677,483

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

361,358

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

6,316,125

Form 990-PF (2024)

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
1 a	PUBLICLY TRADED SECURITIES	P
b
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,311,760	917,936	393,824
b
c
d
e

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			393,824
b
c
d
e

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	393,824
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

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

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	6,404
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	6,404
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	6,404
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	16,939
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	0

7	Total credits and payments. Add lines 6a through 6d..............		7	16,939
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	10,535
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax10,535	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

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

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

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

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

(1) On the foundation. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

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

on foundation managers. right arrow

$ 0

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

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

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

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

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

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

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

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

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

By language in the governing instrument, or

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

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

Yes

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

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

Yes

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

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

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

Yes

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

or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

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

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

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

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

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

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

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

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

Yes

Website address right arrow

N/A

The books are in care of right arrow

LISA MAUER Telephone no. right arrow

(952) 929-0724

Located at right arrow

7201 FRONTIER TRAILCHANHASSANMN ZIP+4 right arrow

55317

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 2024, 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 (2024)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

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

Yes

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

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

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

Yes

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

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

1a(5)

(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 2024? .............

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 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

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 2024 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 2024.) .....................

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 2024? ..

Form 990-PF (2024)

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-)
LISA M MAUER	DIRECTOR 10.00	15,000
7201 FRONTIER TRAIL CHANHASSEN,MN55317	DIRECTOR 10.00	15,000
JOHN B MARCH	DIRECTOR 1.00	0
13225 CARDINAL CREEK ROAD EDEN PRAIRIE,MN55346	DIRECTOR 1.00	0
JOHN D MARCH	PRESIDENT 2.00	0
6320 WESTWOOD CT EDINA,MN55436	PRESIDENT 2.00	0
TIMOTHY S MARCH	TREASURER 1.00	0
414 W PRAIRIE AVE WHEATON,IL60187	TREASURER 1.00	0
SARAH G MARCH	SECRETARY 2.00	0
414 W PRAIRIE AVE WHEATON,IL60187	SECRETARY 2.00	0
MARY CHUNG MARCH	DIRECTOR 1.00	0
13225 CARDINAL CREEK ROAD EDEN PRAIRIE,MN55346	DIRECTOR 1.00	0
SALLIE S MARCH	DIRECTOR 1.00	0
6320 WESTWOOD CT EDINA,MN55436	DIRECTOR 1.00	0
DANIEL C MAUER	DIRECTOR 1.00	0
7201 FRONTIER TRAIL CHANHASSEN,MN55317	DIRECTOR 1.00	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...................				0

Form 990-PF (2024)

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
HANSON-FISHER WEALTH MANAGEMENT	INVESTMENT MANAGEMENT	83,902
400 S COUNTY FARM RD STE 100 WHEATON,IL60187	INVESTMENT MANAGEMENT	83,902

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

Part VIII-A

Summary of Direct Charitable Activities

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


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

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


2


All other program-related investments. See instructions.
3

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

Form 990-PF (2024)

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...................

7,697,869

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

93,789

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

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

7,791,658

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.........................

7,791,658

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

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

116,875

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

7,674,783

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

383,739

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..................

383,739

Tax on investment income for 2024 from Part V, line 5 .......

6,404

Income tax for 2024. (This does not include the tax from Part V.) ...

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

6,404

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

377,335

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

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

377,335

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

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

377,335

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 ..........

411,078

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. .......

411,078

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7					377,335
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......	99,581
b From 2020......	120,652
c From 2021......	73,963
d From 2022......	57,323
e From 2023......	53,499
f Total of lines 3a through e ........		405,018
4Qualifying distributions for 2024 from Part
XI, line 4: $ 411,078
a Applied to 2023, 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 2024 distributable amount.....					377,335
e Remaining amount distributed out of corpus		33,743
5 Excess distributions carryover applied to 2024.		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		438,761
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 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........					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 2019 not applied on line 5 or line 7 (see instructions) ...		99,581
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		339,180
10 Analysis of line 9:
a Excess from 2020....	120,652
b Excess from 2021....	73,963
c Excess from 2022....	57,323
d Excess from 2023....	53,499
e Excess from 2024....	33,743

Form 990-PF (2024)

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 2024, 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) 2024	(b) 2023	(c) 2022	(d) 2021	(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).)

JOHN D MARCH

SALLIE S MARCH

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 (2024)

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
ANSELM HOUSE 720 WASHINGTON AVE SE MINNEAPOLIS,MN55414	N/A	PUBLIC CHARITY	GENERAL SUPPORT	10,000
ARRIVE MINISTRIES 1515 E 66TH ST RICHFIELD,MN55423	N/A	PUBLIC CHARITY	GENERAL SUPPORT	20,000
CARING NETWORK 1200 ROOSEVELT ROAD SUITE 114 GLEN ELLYN,IL60137	N/A	PUBLIC CHARITY	GENERAL SUPPORT	20,000
CHANGING GAITS INC PO BOX 21 BROOK PARK,MN55007	N/A	PUBLIC CHARITY	GENERAL SUPPORT	10,000
CONNECTED FAMILIES 10800 OLD CTY ROAD 15 SUITE 100 PLYMOUTH,MN55441	N/A	PUBLIC CHARITY	GENERAL SUPPORT	15,000
DOOR OF HOPE PO BOX 490565 BLAINE,MN55449	N/A	PUBLIC CHARITY	GENERAL SUPPORT	5,000
DWELLING PLACE 940-44TH AVE NE UNIT 21307 COLUMBIA HEIGHTS,MN55421	N/A	PUBLIC CHARITY	GENERAL SUPPORT	20,000
EASTSIDE LEARNING CENTER PO BOX 6703 ST PAUL,MN55106	N/A	PUBLIC CHARITY	GENERAL SUPPORT	10,000
EMERGE MOTHER'S ACADEMY PO BOX 46226 MINNEAPOLIS,MN55446	N/A	PUBLIC CHARITY	GENERAL SUPPORT	10,000
FC GOOD WORKS UNLIMITED 4108 TAWAKON DR PEARLAND,TX77584	N/A	PUBLIC CHARITY	GENERAL SUPPORT	20,000
FEED MY STARVING CHILDREN 401 93RD AVENUE NW COON RAPIDS,MN55433	N/A	PUBLIC CHARITY	GENERAL SUPPORT	20,000
GOOD IN THE HOOD 7733 WEST RIVER ROAD MINNEAPOLIS,MN55444	N/A	PUBLIC CHARITY	GENERAL SUPPORT	15,000
GORDON CONWELL THEOLOGICAL SEMINARY 130 ESSEX ST SOUTH HAMILTON,MA01982	N/A	PUBLIC CHARITY	GENERAL SUPPORT	40,000
HOPE ACADEMY 2300 CHICAGO AVE S MINNEAPOLIS,MN55404	N/A	PUBLIC CHARITY	GENERAL SUPPORT	20,000
JUVENILE JUSTICE ADVOCATES INTERNATIONAL 907 LOVELL AVE W ROSEVILLE,MN55113	N/A	PUBLIC CHARITY	GENERAL SUPPORT	15,000
LEADERSHIP TRANSFORMATIONS PO BOX 338 LEXINGTON,MA02420	N/A	PUBLIC CHARITY	GENERAL SUPPORT	20,000
M & L FOUNDATION 23001 INDUSTRIAL BLVD ROGERS,MN55374	N/A	PUBLIC CHARITY	GENERAL SUPPORT	18,000
MOBILE HOPE 7900 MAPLE HILL ROAD CORCORAN,MN55340	N/A	PUBLIC CHARITY	GENERAL SUPPORT	10,000
NAOMI'S HOUSE PO BOX 515 WHEATON,IL60187	N/A	PUBLIC CHARITY	GENERAL SUPPORT	20,000
ONE VILLAGE PARTNERS PO BOX 26055 MINNEAPOLIS,MN55426	N/A	PUBLIC CHARITY	GENERAL SUPPORT	10,000
OUTREACH COMMUNITY MINISTRIES 373 S SCHMALE ROAD SUITE 102 CAROL STREAM,IL60187	N/A	PUBLIC CHARITY	GENERAL SUPPORT	20,000
PINKY SWEAR FOUNDATION 5555 W 78TH ST SUITE E EDINA,MN55439	N/A	PUBLIC CHARITY	GENERAL SUPPORT	10,000
REDEEM INTERNATIONAL PO BOX 2991 MERRIFIELD,VA22116	N/A	PUBLIC CHARITY	GENERAL SUPPORT	10,000
TOGETHER FOR GOOD 1407 CLEVELAND AVE N ST PAUL,MN55108	N/A	PUBLIC CHARITY	GENERAL SUPPORT	10,000
WAY TO GROW 201 IRVING AVE N SUITE 100 MINNEAPOLIS,MN55405	N/A	PUBLIC CHARITY	GENERAL SUPPORT	15,000
Total ................................. 3a				393,000

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2024)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	153,433
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	393,824
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) ..		0		547,257	0

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

547,257

(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 (2024)

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 (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

Name of the organization

MARCH FAMILY FOUNDATION

Employer identification number

26-3296616

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization MARCH FAMILY FOUNDATION

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	JOHN D AND SALLIE MARCH 6320 WESTWOOD CT EDINA, MN55436	$ 386,776	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 3

Name of organization MARCH FAMILY FOUNDATION		Employer identification number 26-3296616

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	2,985 SHARES OF NVIDIA	$ 386,776	2024-07-12
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 4


Name of organization MARCH FAMILY FOUNDATION			Employer identification number 26-3296616
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

MARCH FAMILY FOUNDATION

EIN:

26-3296616

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ALIGN TECHNOLOGY INC COM	13,031	10,634
ALPHABET INC CAP STK CL C	13,982	24,186
ALPHABET INC CL A	15,722	24,041
AMAZON.COM INC	37,487	64,281
ANALOG DEVICES INC	28,418	34,843
ANSYS INC	24,453	24,625
CHARLES RIV LABORATORIES INTL INC COM	11,097	6,461
COSTAR GROUP INC	41,554	35,509
DANAHER CORP	26,605	27,776
ENSIGN GROUP INC COM	14,061	17,936
FAIR ISAAC CORPORATION COM	12,224	17,918
FASTENAL CO	30,275	38,831
FIVE BELOW INC	18,795	13,540
FLOOR & DECOR HLDGS INC CL A	15,406	16,750
GLOBANT S A COM	34,049	37,952
GRAND CANYON ED INC	17,282	25,061
GUIDEWIRE SOFTWARE INC	13,508	17,869
HEICO CORP NEW	36,459	53,729
IDEXX LABS INC	23,375	20,259
KINSALE CAP GROUP INC COM	12,719	14,884
MEDPACE HLDGS INC COM	20,617	23,921
MICROSOFT CORP	56,681	96,102
MOTOROLA SOLUTIONS INC COM NEW	11,349	16,640
NETFLIX INC	15,395	24,957
NVIDIA CORP	11,715	112,938
PAYCOM SOFTWARE INC	38,883	24,391
PAYLOCITY HLDG CORP COM	9,671	10,372
PRIVIA HEALTH GROUP INC COM	14,098	12,101
RB GLOBAL INC COM ISIN#CA74935Q1072	23,732	29,228
ROLLINS INC COM	25,734	29,015
S&P GLOBAL INC COM	29,005	37,352
SALESFORCE.COM INC	31,613	45,135
SERVICENOW INC COM	26,160	47,705
STARBUCKS CORP COM	19,333	18,341
TESLA INC COM	17,374	35,942
THE TRADE DESK INC COM CL A	14,787	19,980
TYLER TECHNOLOGIES INC	35,500	43,248
UNITEDHEALTH GROUP INC	22,391	29,846
VEEVA SYS INC CL A	36,216	33,640
VERISK ANALYTICS INC	20,529	25,615
VISA INC COM CL A	17,182	24,651
WEST PHARMACEUTICAL SVCS INC	27,155	29,480
WORKIVA INC COM CL A	16,130	20,367
ABBOTT LABS	29,750	30,540
ABBVIE INC COM	34,390	41,582
ACCENTURE PLC IRELAND CLASS SHS	29,611	46,436
AMERICAN WTR WKS CO INC NEW COM	36,896	32,367
AMPHENOL CORP NEW CL A	44,782	42,990
APPLE INC COM	56,105	139,985
ATMOS ENERGY CORP COM	34,633	52,366
AUTOMATIC DATA PROCESSING INC COM	22,922	45,666
BECTON DICKINSON & CO	27,506	24,048
BLACKROCK INC NEW COM	32,239	50,230
BROADRIDGE FINL SOLUTIONS INC	24,129	41,601
CASEYS GEN STORES INC	20,612	49,529
CINTAS CORP COM	29,473	37,271
CINTAS CORP COM	19,646	18,270
CORTEVA INC COM	45,650	40,612
COSTCO WHOLESALE CORP NEW	16,162	44,897
EOG RES INC COM	27,104	31,013
EQUINIX INC COM	33,656	38,658
EXXON MOBIL CORP	24,655	48,837
FASTENAL CO COM	28,694	43,793
GALLAGHER ARTHUR J & CO	19,053	40,874
HENRY JACK & ASSOC INC	30,237	28,925
HOME DEPOT INC	16,693	47,457
ILLINOIS TOOL WORKS INC	28,755	40,062
INTUIT COM	20,187	40,224
MASTERCARD INC CL A	25,628	42,652
MCCORMICK & CO INC COM NON VTG	44,238	38,730
MCDONALDS CORP COM	27,955	41,454
MERCK & CO INC NEW COM	24,836	31,734
MICROSOFT CORP COM	35,356	53,531
MONDELEZ INTL INC CL A	34,125	30,223
MOTOROLA SOLUTIONS INC COM NEW	38,593	51,308
NASDAQ INC COM	21,940	38,578
POOL CORP COM	30,865	26,252
QUALCOMM INC COM	21,265	34,257
REPUBLIC SVCS INC COM	19,619	45,266
S&P GLOBAL INC COM	33,010	49,305
SHERWIN WILLIAMS CO COM	25,187	41,471
SNAP ON INC COM	19,099	46,169
STERIS PLC REGISTERED SHS	23,343	30,423
STRYKER CORP COMMON	27,497	51,487
T-MOBILE US INC COM	36,642	49,002
TEXAS INSTRS INC COM	35,266	36,189
TRACTOR SUPPLY CO COM	31,473	55,182
UNITED PARCEL SVC INC CL B	33,213	20,176
VERIZON COMMUNICATIONS INC COM	47,832	40,590
WATSCO INC COM	19,195	43,598
WEC ENERGY GROUP INC COM	39,070	41,754
WALMART INC COM	42,866	55,836
ZOETIS INC COM	38,662	33,895
FIRST TR EXCHANGE-TRADED FD VIII LOW DURATION STRATEGIC FOCUS ETF	234,789	230,061
FIRST TR VALUE LINE DIVID INDEX FD SHS	582,432	758,681
FIRST TR EXCHANGE-TRADED FD IV LONG DURATION OPPORTUNITIES ETF	58,593	55,768
FIRST TR EXCHANGE-TRADED FD IV LTD DURATION INVT GRADE CORPORATE ETF	102,328	103,955
FIRST TR EXCHANGE TRADED FD IV LOW DURATION OPPORTUNITIES ETF	87,975	89,991
INVESCO QQQ TR UNIT SER 1	373,194	683,515
INVESCO EXCHANGE-TRADED FD TR S&P MIDCAP MOMENTUM ETF	189,361	300,548
INVESCO EXCHANGE-TRADED FD TR DWA CONSUMER STAPLES MOMENTUM ETF	163,051	199,825
ISHARES TR 20+ YR TREAS BD ETF	29,174	25,500
ISHARES TR MSCI EAFE SMALL CAP ETF	189,735	167,488
ISHARES TR MSCI EAFE SMALL CAP ETF	43,949	43,456
ISHARES TR MORNINGSTAR SMALL-CAP GROWTH ETF	163,515	192,795
ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF	29,327	29,979
SPDR INDEX SHS FDS S&P EMERGING MKTS ETF	188,366	181,759
SPDR SER TR S&P 600 SMALL CAP VALUE ETF	308,969	366,450
VANGUARD INTL FD FTSE DEVELOPED MKTS ETF	406,756	410,343
VANGUARD WORLD FDS VANGUARD FINLS ETF	152,767	234,841
VANGUARD INDEX FDS VANGUARD MID-CAP ETF	341,189	464,076
VANGUARD FEDERAL MONEY MARKET FUND INVESTORS SHARES	60,210	60,210

- TIN:

TY 2024 OtherDecreasesSchedule

Name:

MARCH FAMILY FOUNDATION

EIN:

26-3296616

Description	Amount
COST BASIS ADJUSTMENT- DONATED STOCK	361,358

- TIN:

TY 2024 OtherExpensesSchedule

Name:

MARCH FAMILY FOUNDATION

EIN:

26-3296616

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
SUPPLIES	412	0		412

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

MARCH FAMILY FOUNDATION

EIN:

26-3296616

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT FEES	83,902	83,902		0

- TIN:

TY 2024 TaxesSchedule

Name:

MARCH FAMILY FOUNDATION

EIN:

26-3296616

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES	2,132	2,132		0