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
DONALD A GORDON FOUNDATION 1045000175

Number and street (or P.O. box number if mail is not delivered to street address)230 FRONT STREET NORTH
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
LA CROSSE, WI54601

A Employer identification number

31-6672086

B Telephone number (see instructions)

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

$5,400,561J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

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


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	439		439
4	Dividends and interest from securities...	144,152		144,152
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		137,734
b	Gross sales price for all assets on line 6a 1,774,633
7	Capital gain net income (from Part IV, line 2)...			137,734
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).......
12	Total. Add lines 1 through 11........	282,325		282,325
13	Compensation of officers, directors, trustees, etc.	54,557		54,557
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).......	List of Attached Documents: // Content	9,900	0	0	9,900
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	7,810	7,810		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	72,267		62,367	0	9,900
25	Contributions, gifts, grants paid.......	253,289				253,289
26	Total expenses and disbursements. Add lines 24 and 25	325,556		62,367	0	263,189
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-43,231
b	Net investment income (if negative, enter -0-)			219,958
c	Adjusted net income (if negative, enter -0-)...				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.........	102,700	141,330	141,330
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	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 0
	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).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	4,302,347		0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )		4,221,699	5,259,231
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	4,405,047	4,363,029	5,400,561
	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
		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........	4,405,047	4,363,029
	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).....	4,405,047	4,363,029
	30	Total liabilities and net assets/fund balances (see instructions).	4,405,047	4,363,029

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

4,405,047

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

-43,231

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

List of Attached Documents:

// Content

1,213

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

4,363,029

Decreases not included in line 2 (itemize) right arrow

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

4,363,029

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	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	632.871 FIDELITY U.S. BOND INDEX FUND		2019-10-08	2024-01-24
b	3670.928 FIDELITY U.S. BOND INDEX FUND		2019-10-08	2024-01-24
c	2671.59 FIDELITY U.S. BOND INDEX FUND		2019-10-08	2024-01-24
d	625.147 FIDELITY U.S. BOND INDEX FUND		2019-10-08	2024-01-24
e	610.664 FIDELITY U.S. BOND INDEX FUND		2019-10-08	2024-01-24
	629.732 FIDELITY U.S. BOND INDEX FUND		2019-10-08	2024-01-24
	623.327 FIDELITY U.S. BOND INDEX FUND		2019-10-08	2024-01-24
	1410.175 FIDELITY U.S. BOND INDEX FUND		2019-10-08	2024-01-24
	1337.364 FIDELITY U.S. BOND INDEX FUND		2019-10-08	2024-01-24
	612.004 FIDELITY U.S. BOND INDEX FUND		2019-10-08	2024-01-24
	604.626 FIDELITY U.S. BOND INDEX FUND		2019-10-08	2024-01-24
	454.538 FIDELITY LONG-TERM TREASURY BOND INDEX		2023-07-13	2024-01-24
	1963.698 FIDELITY LONG-TERM TREASURY BOND INDEX		2023-07-13	2024-01-24
	2683.24 FIDELITY LONG-TERM TREASURY BOND INDEX		2023-07-13	2024-01-24
	1026.049 FIDELITY LONG-TERM TREASURY BOND INDEX		2023-07-13	2024-01-24
	973.309 FIDELITY LONG-TERM TREASURY BOND INDEX		2023-07-13	2024-01-24
	446.656 FIDELITY LONG-TERM TREASURY BOND INDEX		2023-07-13	2024-01-24
	457.167 FIDELITY LONG-TERM TREASURY BOND INDEX		2023-07-13	2024-01-24
	460.331 FIDELITY LONG-TERM TREASURY BOND INDEX		2023-07-13	2024-01-24
	447.774 FIDELITY LONG-TERM TREASURY BOND INDEX		2023-07-13	2024-01-24
	442.31 FIDELITY LONG-TERM TREASURY BOND INDEX		2023-07-13	2024-01-24
	455.853 FIDELITY LONG-TERM TREASURY BOND INDEX		2023-07-13	2024-01-24
	53. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-01-24
	309. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-01-24
	224. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-01-24
	53. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-01-24
	51. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-01-24
	53. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-01-24
	53. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-01-24
	112. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-01-24
	118. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-01-24
	51. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-01-24
	50. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-01-24
	478.002 VANGUARD SHORT TERM TREASURY ADM		2023-02-02	2024-01-25
	2816.38 VANGUARD SHORT TERM TREASURY ADM		2023-02-02	2024-01-25
	2061.125 VANGUARD SHORT TERM TREASURY ADM		2023-02-02	2024-01-25
	479.018 VANGUARD SHORT TERM TREASURY ADM		2023-02-02	2024-01-25
	467.965 VANGUARD SHORT TERM TREASURY ADM		2023-02-02	2024-01-25
	482.399 VANGUARD SHORT TERM TREASURY ADM		2023-02-02	2024-01-25
	477.626 VANGUARD SHORT TERM TREASURY ADM		2023-02-02	2024-01-25
	1076.41 VANGUARD SHORT TERM TREASURY ADM		2023-02-02	2024-01-25
	1021.031 VANGUARD SHORT TERM TREASURY ADM		2023-02-02	2024-01-25
	469.132 VANGUARD SHORT TERM TREASURY ADM		2023-02-02	2024-01-25
	463.389 VANGUARD SHORT TERM TREASURY ADM		2023-02-02	2024-01-25
	265. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-03-18
	261. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-03-18
	258. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-03-18
	567. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-03-18
	598. INVESCO S&P 500 LOW VOLATILITY ETF		2023-06-20	2024-03-18
	265. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-03-18
	268. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-03-18
	260. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-03-18
	266. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-03-18
	1147. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-03-18
	1565. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-03-18
	477.788 FIDELITY U.S. BOND INDEX FUND		2022-03-28	2024-03-20
	470.331 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-03-20
	464.613 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-03-20
	478.832 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-03-20
	1077.607 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-03-20
	1022.229 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-03-20
	480.227 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-03-20
	469.187 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-03-20
	483.573 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-03-20
	2062.728 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-03-20
	2820.275 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-03-20
	7.544 AMERICAN FUNDS EUROPACIFIC FUND F3		1997-12-29	2024-03-21
	9. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-03-21
	27.491 CONESTOGA SMALL CAP INST		2020-05-18	2024-04-01
	20.049 CONESTOGA SMALL CAP INST		2020-05-18	2024-04-01
	22. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-04-01
	32. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-04-01
	58.221 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-08-20	2024-04-01
	42.423 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-08-20	2024-04-01
	127. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-04-01
	171. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-04-01
	7.231 AMERICAN FUNDS EUROPACIFIC FUND F3		2009-01-23	2024-04-05
	36. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-04-05
	131. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-04-09
	138. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-04-09
	61. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-04-09
	60. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-04-09
	62. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-04-09
	60. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-04-09
	62. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-04-09
	14.615 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-05-22
	14.152 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-05-22
	14.076 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-05-22
	15.354 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-05-22
	14.487 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-05-22
	15.103 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-05-22
	30.35 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-05-22
	28.856 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-05-22
	15.212 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-05-22
	11.598 AMERICAN BEACON DEVELOPING WORLD INCOME		2019-05-01	2024-05-22
	11.718 AMERICAN BEACON DEVELOPING WORLD INCOME		2019-05-01	2024-05-22
	11.616 AMERICAN BEACON DEVELOPING WORLD INCOME		2019-05-01	2024-05-22
	24.506 AMERICAN BEACON DEVELOPING WORLD INCOME		2019-05-01	2024-05-22
	25.799 AMERICAN BEACON DEVELOPING WORLD INCOME		2019-05-01	2024-05-22
	11.718 AMERICAN BEACON DEVELOPING WORLD INCOME		2019-05-01	2024-05-22
	12.011 AMERICAN BEACON DEVELOPING WORLD INCOME		2019-05-01	2024-05-22
	11.884 AMERICAN BEACON DEVELOPING WORLD INCOME		2019-05-01	2024-05-22
	11.805 AMERICAN BEACON DEVELOPING WORLD INCOME		2019-05-01	2024-05-22
	4.149 CONESTOGA SMALL CAP INST		2020-05-18	2024-05-22
	4.741 CONESTOGA SMALL CAP INST		2020-05-18	2024-05-22
	4.7 CONESTOGA SMALL CAP INST		2020-05-18	2024-05-22
	4.792 CONESTOGA SMALL CAP INST		2020-05-18	2024-05-22
	4.832 CONESTOGA SMALL CAP INST		2020-05-18	2024-05-22
	4.735 CONESTOGA SMALL CAP INST		2020-05-18	2024-05-22
	9.982 CONESTOGA SMALL CAP INST		2020-05-18	2024-05-22
	9.5 CONESTOGA SMALL CAP INST		2020-05-18	2024-05-22
	4.759 CONESTOGA SMALL CAP INST		2020-05-18	2024-05-22
	17.27 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-05-22
	20.38 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-05-22
	20.258 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-05-22
	42.268 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-05-22
	40.241 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-05-22
	20.394 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-05-22
	20.583 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-05-22
	20.717 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-05-22
	20.441 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-05-22
	100.413 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-05-22
	63.982 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-05-22
	6.903 AMERICAN FUNDS EUROPACIFIC FUND F3		1998-09-25	2024-05-22
	14.858 AMERICAN FUNDS EUROPACIFIC FUND F3		1998-09-25	2024-05-22
	14.69 AMERICAN FUNDS EUROPACIFIC FUND F3		1997-12-29	2024-05-22
	15.125 AMERICAN FUNDS EUROPACIFIC FUND F3		1998-09-25	2024-05-22
	15.237 AMERICAN FUNDS EUROPACIFIC FUND F3		2001-10-12	2024-05-22
	14.824 AMERICAN FUNDS EUROPACIFIC FUND F3		1998-09-25	2024-05-22
	31.586 AMERICAN FUNDS EUROPACIFIC FUND F3		2002-09-12	2024-05-22
	33.268 AMERICAN FUNDS EUROPACIFIC FUND F3		1999-02-02	2024-05-22
	7.783 AMERICAN FUNDS EUROPACIFIC FUND F3		2009-01-23	2024-05-22
	28.506 FIDELITY U.S. BOND INDEX FUND		2022-03-28	2024-05-22
	38.103 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-05-22
	38.36 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-05-22
	74.624 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-05-22
	71.264 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-05-22
	38.305 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-05-22
	38.399 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-05-22
	38.778 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-05-22
	38.001 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-05-22
	72.939 GLENMEDE SECURED OPTIONS I		2022-07-15	2024-05-22
	72.995 GLENMEDE SECURED OPTIONS I		2022-07-15	2024-05-22
	72.287 GLENMEDE SECURED OPTIONS I		2022-07-15	2024-05-22
	154.764 GLENMEDE SECURED OPTIONS I		2022-07-15	2024-05-22
	163.01 GLENMEDE SECURED OPTIONS I		2022-07-15	2024-05-22
	74.909 GLENMEDE SECURED OPTIONS I		2022-07-15	2024-05-22
	74.211 GLENMEDE SECURED OPTIONS I		2022-07-15	2024-05-22
	72.937 GLENMEDE SECURED OPTIONS I		2022-07-15	2024-05-22
	73.791 GLENMEDE SECURED OPTIONS I		2022-07-15	2024-05-22
	410.765 GLENMEDE SECURED OPTIONS I		2022-07-15	2024-05-22
	282.02 GLENMEDE SECURED OPTIONS I		2022-07-15	2024-05-22
	17.306 OAKMARK INTERNATIONAL R6		2021-12-21	2024-05-22
	18.32 OAKMARK INTERNATIONAL R6		2021-12-21	2024-05-22
	18.128 OAKMARK INTERNATIONAL R6		2021-12-21	2024-05-22
	40.233 OAKMARK INTERNATIONAL R6		2021-12-21	2024-05-22
	38.227 OAKMARK INTERNATIONAL R6		2021-12-21	2024-05-22
	18.74 OAKMARK INTERNATIONAL R6		2021-12-21	2024-05-22
	18.284 OAKMARK INTERNATIONAL R6		2021-12-21	2024-05-22
	18.609 OAKMARK INTERNATIONAL R6		2021-12-21	2024-05-22
	18.518 OAKMARK INTERNATIONAL R6		2021-12-21	2024-05-22
	103.444 OAKMARK INTERNATIONAL R6		2021-12-21	2024-05-22
	72.712 OAKMARK INTERNATIONAL R6		2021-12-21	2024-05-22
	29. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-05-22
	41. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-05-22
	3. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-05-22
	12. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-05-22
	13. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-05-22
	28. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-05-22
	12. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-05-22
	27. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-05-22
	12. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-05-22
	12. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-05-22
	13. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-05-22
	11.303 VANGUARD LARGE CAP INDEX ADM		2013-10-30	2024-05-22
	11.361 VANGUARD LARGE CAP INDEX ADM		2013-10-30	2024-05-22
	11.256 VANGUARD LARGE CAP INDEX ADM		2013-10-30	2024-05-22
	23.966 VANGUARD LARGE CAP INDEX ADM		2013-10-30	2024-05-22
	25.239 VANGUARD LARGE CAP INDEX ADM		2013-10-30	2024-05-22
	11.653 VANGUARD LARGE CAP INDEX ADM		2013-10-30	2024-05-22
	11.355 VANGUARD LARGE CAP INDEX ADM		2013-10-30	2024-05-22
	11.54 VANGUARD LARGE CAP INDEX ADM		2013-10-30	2024-05-22
	11.469 VANGUARD LARGE CAP INDEX ADM		2013-10-30	2024-05-22
	54.716 VANGUARD LARGE CAP INDEX ADM		2013-10-30	2024-05-22
	25.636 VANGUARD LARGE CAP INDEX ADM		2013-10-30	2024-05-22
	3.806 VANGUARD MID CAP INDEX ADMIRAL		2016-02-29	2024-05-22
	3.769 VANGUARD MID CAP INDEX ADMIRAL		2016-02-29	2024-05-22
	3.727 VANGUARD MID CAP INDEX ADMIRAL		2016-02-29	2024-05-22
	8.539 VANGUARD MID CAP INDEX ADMIRAL		2016-02-29	2024-05-22
	8.104 VANGUARD MID CAP INDEX ADMIRAL		2016-02-29	2024-05-22
	3.871 VANGUARD MID CAP INDEX ADMIRAL		2016-02-29	2024-05-22
	3.84 VANGUARD MID CAP INDEX ADMIRAL		2016-02-29	2024-05-22
	3.746 VANGUARD MID CAP INDEX ADMIRAL		2016-02-29	2024-05-22
	3.824 VANGUARD MID CAP INDEX ADMIRAL		2016-02-29	2024-05-22
	18.615 VANGUARD MID CAP INDEX ADMIRAL		2016-02-29	2024-05-22
	15.628 VANGUARD MID CAP INDEX ADMIRAL		2016-02-29	2024-05-22
	10.038 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-08-20	2024-05-22
	11.49 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-08-20	2024-05-22
	11.391 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-08-20	2024-05-22
	11.614 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-08-20	2024-05-22
	11.711 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-08-20	2024-05-22
	11.476 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-08-20	2024-05-22
	24.166 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-08-20	2024-05-22
	23.001 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-08-20	2024-05-22
	11.533 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-08-20	2024-05-22
	284. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-05-22
	204. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-05-22
	77. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-05-22
	17. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-05-22
	17. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-05-22
	37. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-05-22
	17. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-05-22
	35. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-05-22
	17. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-05-22
	17. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-05-22
	42. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-05-22
	68.532 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-10-10
	301.395 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-10-10
	67.019 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-10-10
	146.44 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-10-10
	69.101 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-10-10
	68.624 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-10-10
	66.362 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-10-10
	67.193 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-10-10
	154.39 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-10-10
	411.822 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-10-10
	68.435 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-10-10
	722.124 DWS RREEF REAL ASSETS STRATEGY		2023-06-20	2024-10-15
	3130.284 DWS RREEF REAL ASSETS STRATEGY		2023-06-20	2024-10-15
	706.164 DWS RREEF REAL ASSETS STRATEGY		2023-06-20	2024-10-15
	1543.008 DWS RREEF REAL ASSETS STRATEGY		2023-06-20	2024-10-15
	723.074 DWS RREEF REAL ASSETS STRATEGY		2023-06-20	2024-10-15
	728.09 DWS RREEF REAL ASSETS STRATEGY		2023-06-20	2024-10-15
	699.23 DWS RREEF REAL ASSETS STRATEGY		2023-06-20	2024-10-15
	707.988 DWS RREEF REAL ASSETS STRATEGY		2023-06-20	2024-10-15
	4264.346 DWS RREEF REAL ASSETS STRATEGY		2023-06-20	2024-10-15
	1626.774 DWS RREEF REAL ASSETS STRATEGY		2023-06-20	2024-10-15
	721.076 DWS RREEF REAL ASSETS STRATEGY		2023-06-20	2024-10-15
	558.325 FIDELITY U.S. BOND INDEX FUND		2022-03-28	2024-10-16
	2528.726 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-10-16
	545.405 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-10-16
	1196.07 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-10-16
	562.36 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-10-16
	558.507 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-10-16
	539.977 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-10-16
	546.861 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-10-16
	1261.145 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-10-16
	3497.109 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-10-16
	557.085 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-10-16
	129.181 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-02	2024-10-16
	514.381 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-02	2024-10-16
	126.257 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-02	2024-10-16
	276.392 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-02	2024-10-16
	129.286 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-02	2024-10-16
	130.18 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-02	2024-10-16
	125.01 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-02	2024-10-16
	126.59 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-02	2024-10-16
	708.076 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-02	2024-10-16
	291.415 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-02	2024-10-16
	128.944 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-02	2024-10-16
	67.513 CONESTOGA SMALL CAP INST		2020-05-18	2024-10-17
	289.324 CONESTOGA SMALL CAP INST		2020-05-18	2024-10-17
	65.993 CONESTOGA SMALL CAP INST		2020-05-18	2024-10-17
	144.41 CONESTOGA SMALL CAP INST		2020-05-18	2024-10-17
	68.043 CONESTOGA SMALL CAP INST		2020-05-18	2024-10-17
	67.575 CONESTOGA SMALL CAP INST		2020-05-18	2024-10-17
	65.341 CONESTOGA SMALL CAP INST		2020-05-18	2024-10-17
	66.166 CONESTOGA SMALL CAP INST		2020-05-18	2024-10-17
	152.256 CONESTOGA SMALL CAP INST		2020-05-18	2024-10-17
	397.255 CONESTOGA SMALL CAP INST		2020-05-18	2024-10-17
	67.395 CONESTOGA SMALL CAP INST		2020-05-18	2024-10-17
	158.669 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-09-16	2024-10-17
	685.747 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-09-16	2024-10-17
	155.084 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-09-16	2024-10-17
	339.41 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-09-16	2024-10-17
	158.803 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-09-16	2024-10-17
	159.902 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-09-16	2024-10-17
	153.552 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-09-16	2024-10-17
	155.491 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-09-16	2024-10-17
	941.868 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-09-16	2024-10-17
	357.853 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-09-16	2024-10-17
	158.38 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-09-16	2024-10-17
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	6,487	7,543	-1,056
b	37,627	43,709	-6,082
c	27,384	31,814	-4,430
d	6,408	7,436	-1,028
e	6,259	7,263	-1,004
	6,455	7,490	-1,035
	6,389	7,414	-1,025
	14,454	16,774	-2,320
	13,708	15,909	-2,201
	6,273	7,279	-1,006
	6,197	7,191	-994
	4,373	4,704	-331
	18,891	20,324	-1,433
	25,813	27,772	-1,959
	9,871	10,620	-749
	9,363	10,074	-711
	4,297	4,623	-326
	4,398	4,732	-334
	4,428	4,764	-336
	4,308	4,634	-326
	4,255	4,578	-323
	4,385	4,718	-333
	3,318	3,348	-30
	19,347	19,519	-172
	14,025	14,150	-125
	3,318	3,348	-30
	3,193	3,222	-29
	3,318	3,348	-30
	3,318	3,348	-30
	7,013	7,075	-62
	7,388	7,454	-66
	3,193	3,222	-29
	3,131	3,158	-27
	4,713	4,790	-77
	27,770	28,220	-450
	20,323	20,652	-329
	4,723	4,800	-77
	4,614	4,689	-75
	4,756	4,834	-78
	4,709	4,786	-77
	10,613	10,786	-173
	10,067	10,231	-164
	4,626	4,701	-75
	4,569	4,643	-74
	17,170	16,740	430
	16,911	16,487	424
	16,717	16,298	419
	36,738	35,817	921
	38,747	37,775	972
	17,170	16,740	430
	17,365	16,929	436
	16,846	16,424	422
	17,235	16,803	432
	74,318	72,455	1,863
	101,402	98,860	2,542
	4,883	5,435	-552
	4,807	5,339	-532
	4,748	5,273	-525
	4,894	5,435	-541
	11,013	12,233	-1,220
	10,447	11,595	-1,148
	4,908	5,447	-539
	4,795	5,326	-531
	4,942	5,488	-546
	21,081	23,458	-2,377
	28,823	32,068	-3,245
	445	196	249
	1,648	1,309	339
	2,057	1,534	523
	1,500	1,119	381
	3,992	3,200	792
	5,806	4,655	1,151
	1,774	1,393	381
	1,293	1,015	278
	5,223	5,168	55
	7,032	6,959	73
	424	184	240
	1,474	1,465	9
	5,345	5,331	14
	5,630	5,616	14
	2,489	2,482	7
	2,448	2,442	6
	2,530	2,523	7
	2,448	2,442	6
	2,530	2,523	7
	153	143	10
	148	138	10
	147	137	10
	161	150	11
	152	141	11
	158	147	11
	317	296	21
	302	282	20
	159	148	11
	83	99	-16
	84	100	-16
	83	99	-16
	176	210	-34
	185	221	-36
	84	100	-16
	86	103	-17
	85	102	-17
	85	101	-16
	305	231	74
	349	265	84
	346	262	84
	352	267	85
	355	270	85
	348	264	84
	734	557	177
	698	530	168
	350	266	84
	201	194	7
	237	228	9
	235	227	8
	491	474	17
	468	451	17
	237	229	8
	239	231	8
	241	232	9
	238	229	9
	1,167	1,126	41
	743	717	26
	413	176	237
	889	380	509
	879	381	498
	905	389	516
	912	398	514
	887	379	508
	1,890	733	1,157
	1,990	988	1,002
	466	198	268
	290	317	-27
	387	426	-39
	390	429	-39
	758	835	-77
	724	797	-73
	389	429	-40
	390	430	-40
	394	434	-40
	386	425	-39
	1,047	889	158
	1,048	890	158
	1,038	881	157
	2,222	1,887	335
	2,341	1,987	354
	1,076	913	163
	1,066	905	161
	1,047	889	158
	1,060	900	160
	5,899	5,007	892
	4,050	3,438	612
	471	471
	499	499
	493	494	-1
	1,095	1,096	-1
	1,041	1,041
	510	510
	498	498
	507	507
	504	504
	2,816	2,817	-1
	1,979	1,980	-1
	5,318	4,219	1,099
	7,518	5,964	1,554
	550	436	114
	2,200	1,746	454
	2,384	1,891	493
	5,134	4,073	1,061
	2,200	1,746	454
	4,951	3,928	1,023
	2,200	1,746	454
	2,200	1,746	454
	2,384	1,891	493
	1,388	462	926
	1,395	465	930
	1,382	460	922
	2,943	980	1,963
	3,099	1,033	2,066
	1,431	477	954
	1,394	465	929
	1,417	472	945
	1,408	469	939
	6,719	2,238	4,481
	3,148	1,049	2,099
	1,169	530	639
	1,158	525	633
	1,145	519	626
	2,623	1,190	1,433
	2,489	1,129	1,360
	1,189	539	650
	1,180	535	645
	1,151	522	629
	1,175	533	642
	5,718	2,594	3,124
	4,801	2,178	2,623
	300	240	60
	344	275	69
	341	273	68
	348	278	70
	351	280	71
	343	275	68
	723	578	145
	688	550	138
	345	276	69
	11,912	11,558	354
	8,556	8,302	254
	3,230	3,134	96
	713	692	21
	713	692	21
	1,552	1,506	46
	713	692	21
	1,468	1,424	44
	713	692	21
	713	692	21
	1,762	1,709	53
	780	669	111
	3,430	2,942	488
	763	654	109
	1,666	1,429	237
	786	674	112
	781	670	111
	755	648	107
	765	656	109
	1,757	1,507	250
	4,687	4,019	668
	779	668	111
	8,983	8,083	900
	38,941	35,080	3,861
	8,785	7,900	885
	19,195	17,276	1,919
	8,995	8,089	906
	9,057	8,145	912
	8,698	7,822	876
	8,807	7,927	880
	53,048	47,739	5,309
	20,237	18,213	2,024
	8,970	8,066	904
	5,868	6,214	-346
	26,577	28,296	-1,719
	5,732	6,103	-371
	12,571	13,384	-813
	5,910	6,293	-383
	5,870	6,250	-380
	5,675	6,042	-367
	5,748	6,119	-371
	13,255	14,112	-857
	36,755	39,133	-2,378
	5,855	6,234	-379
	2,409	2,448	-39
	9,593	9,748	-155
	2,355	2,393	-38
	5,155	5,238	-83
	2,411	2,450	-39
	2,428	2,467	-39
	2,331	2,369	-38
	2,361	2,399	-38
	13,206	13,418	-212
	5,435	5,522	-87
	2,405	2,443	-38
	5,344	3,767	1,577
	22,900	16,141	6,759
	5,223	3,682	1,541
	11,430	8,057	3,373
	5,386	3,796	1,590
	5,349	3,770	1,579
	5,172	3,645	1,527
	5,237	3,691	1,546
	12,051	8,494	3,557
	31,443	22,163	9,280
	5,334	3,760	1,574
	5,025	3,796	1,229
	21,718	16,405	5,313
	4,912	3,710	1,202
	10,749	8,120	2,629
	5,029	3,799	1,230
	5,064	3,825	1,239
	4,863	3,673	1,190
	4,924	3,720	1,204
	29,829	22,532	7,297
	11,333	8,561	2,772
	5,016	3,789	1,227
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599
			45,599

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			-1,056
b			-6,082
c			-4,430
d			-1,028
e			-1,004
			-1,035
			-1,025
			-2,320
			-2,201
			-1,006
			-994
			-331
			-1,433
			-1,959
			-749
			-711
			-326
			-334
			-336
			-326
			-323
			-333
			-30
			-172
			-125
			-30
			-29
			-30
			-30
			-62
			-66
			-29
			-27
			-77
			-450
			-329
			-77
			-75
			-78
			-77
			-173
			-164
			-75
			-74
			430
			424
			419
			921
			972
			430
			436
			422
			432
			1,863
			2,542
			-552
			-532
			-525
			-541
			-1,220
			-1,148
			-539
			-531
			-546
			-2,377
			-3,245
			249
			339
			523
			381
			792
			1,151
			381
			278
			55
			73
			240
			9
			14
			14
			7
			6
			7
			6
			7
			10
			10
			10
			11
			11
			11
			21
			20
			11
			-16
			-16
			-16
			-34
			-36
			-16
			-17
			-17
			-16
			74
			84
			84
			85
			85
			84
			177
			168
			84
			7
			9
			8
			17
			17
			8
			8
			9
			9
			41
			26
			237
			509
			498
			516
			514
			508
			1,157
			1,002
			268
			-27
			-39
			-39
			-77
			-73
			-40
			-40
			-40
			-39
			158
			158
			157
			335
			354
			163
			161
			158
			160
			892
			612


			-1
			-1





			-1
			-1
			1,099
			1,554
			114
			454
			493
			1,061
			454
			1,023
			454
			454
			493
			926
			930
			922
			1,963
			2,066
			954
			929
			945
			939
			4,481
			2,099
			639
			633
			626
			1,433
			1,360
			650
			645
			629
			642
			3,124
			2,623
			60
			69
			68
			70
			71
			68
			145
			138
			69
			354
			254
			96
			21
			21
			46
			21
			44
			21
			21
			53
			111
			488
			109
			237
			112
			111
			107
			109
			250
			668
			111
			900
			3,861
			885
			1,919
			906
			912
			876
			880
			5,309
			2,024
			904
			-346
			-1,719
			-371
			-813
			-383
			-380
			-367
			-371
			-857
			-2,378
			-379
			-39
			-155
			-38
			-83
			-39
			-39
			-38
			-38
			-212
			-87
			-38
			1,577
			6,759
			1,541
			3,373
			1,590
			1,579
			1,527
			1,546
			3,557
			9,280
			1,574
			1,229
			5,313
			1,202
			2,629
			1,230
			1,239
			1,190
			1,204
			7,297
			2,772
			1,227

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	137,734
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	3,057
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	3,057
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	3,057
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	3,744
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	3,744
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	687
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax0	Refunded	11	687

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

$ (2) On foundation managers. right arrow

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

on foundation managers. right arrow

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

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

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

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

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

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

The books are in care of right arrow

Trust Point Inc Telephone no. right arrow

(608) 782-1148

Located at right arrow

230 FRONT STREET NORTHLA CROSSEWI ZIP+4 right arrow

54601

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)

(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-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
TRUST POINT INC	TRUSTEE 1	54,557
230 FRONT STREET N LA CROSSE,WI54601	TRUSTEE 1	54,557

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
NONE

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

Part VIII-A

Summary of Direct Charitable Activities

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


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

5,324,189

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

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

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

5,324,189

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

5,324,189

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

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

79,863

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

5,244,326

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

262,216

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

262,216

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

3,057

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

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

3,057

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

259,159

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

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

259,159

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

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

259,159

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 ..........

263,189

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. .......

263,189

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					259,159
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				160,440
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......	0
b From 2020......	0
c From 2021......	0
d From 2022......	0
e From 2023......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 263,189
a Applied to 2023, but not more than line 2a				160,440
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.....					102,749
e Remaining amount distributed out of corpus		0
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		0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 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 ..........					156,410
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) ...		0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2020....	0
b Excess from 2021....	0
c Excess from 2022....	0
d Excess from 2023....	0
e Excess from 2024....	0

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).)

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
COULEE REGION HUMANE SOCIETY 911 CRITTER COURT ONALASKA,WI54650	NONE	PUBLIC	HUMANITARIAN	23,564
SALVATION ARMY ATTN LEGAL DEPARTMENT 5550 PRAIRIE STONE PARKWAY HOFFMAN ESTATES,IL60192	NONE	PUBLIC	HUMANITARIAN	11,954
FIRST PRESBYTERIAN CHURCH 233 WEST AVENUE S LA CROSSE,WI54601	NONE	PUBLIC	MINISTRY	10,582
BELOIT COLLEGE ASSTDIR GIFT PLAN PAMELA M PRESCOTT CRFE ASSISTANT DIRECTOR GIFT PLANNING BELOIT,WI53511	NONE	PUBLIC	EDUCATION	10,680
LA CROSSE AREA UNITED WAY 1855 EAST MAIN STREET ONALASKA,WI54650	NONE	PUBLIC	HUMANITARIAN	10,364
VITERBO UNIVERSITY 900 VITERBO DRIVE LA CROSSE,WI54601	NONE	PUBLIC	EDUCATION	10,248
CHILEDA INSTITUTE INC ATTENTION EXECUTIVE DIRECTOR 1825 VICTORY STREET LA CROSSE,WI54601	NONE	PUBLIC	HUMANITARIAN	10,549
GUNDERSEN LUTHERAN MEDICAL FDN ATTN LISA RAINEY 1836 SOUTH AVENUE LA CROSSE,WI54601	NONE	PUBLIC	MEDICAL	55,158
LA CROSSE PUBLIC LIBRARY 800 MAIN STREET LA CROSSE,WI54601	NONE	PUBLIC	EDUCATION	10,393
LA CROSSE COMMUNITY FOUNDATION 401 MAIN ST STE 205 LA CROSSE,WI54601	NONE	HUMANITARIAN	PUBLIC	74,910
BOYS & GIRLS CLUB OF LA CROSSE 1331 CLINTON STREET LA CROSSE,WI54603	NONE	PUBLIC	EDUCATION	24,887
Total ................................. 3a				253,289

bApproved for future payment

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

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 ...........			14	439
4 Dividends and interest from securities ....			14	144,152
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	137,734
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) ..				282,325

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

282,325

(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

Category	Amount	Net Investment Income
FEDERAL TAX PAYMENT - PRIOR YE	2,242	2,242
FEDERAL ESTIMATES - PRINCIPAL	3,744	3,744
FOREIGN TAXES ON QUALIFIED FOR	1,824	1,824