Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
WE B GIVING FOUNDATION AGENCY 1045003902
 
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

87-2796218
B Telephone number (see instructions)

C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$18,783,356
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 500,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 3,103 3,103  
4 Dividends and interest from securities... 608,173 608,173  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 46,068
b Gross sales price for all assets on line 6a 7,730,280
7 Capital gain net income (from Part IV, line 2)... 46,068
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)....... 578    
12 Total. Add lines 1 through 11........ 1,157,922 657,344  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 2,000 0 0 2,000
c Other professional fees (attach schedule).... 65,575 42,604   22,971
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 12,734 12,734   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)....... 25     25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 80,334 55,338 0 24,996
25 Contributions, gifts, grants paid....... 1,884,000 1,884,000
26 Total expenses and disbursements. Add lines 24 and 25 1,964,334 55,338 0 1,908,996
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -806,412
b Net investment income (if negative, enter -0-) 602,006
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 Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 383,719 1,229,634 1,229,634
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) 18,747,456 17,092,150 17,553,722
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,131,175 18,321,784 18,783,356
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 19,131,175 18,321,784
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)..... 19,131,175 18,321,784
30 Total liabilities and net assets/fund balances (see instructions). 19,131,175 18,321,784
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
19,131,175
2
Enter amount from Part I, line 27a .....................
2
-806,412
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
18,324,763
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,979
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
18,321,784
Form 990-PF (2024)
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 49641.973 FIDELITY U.S. BOND INDEX FUND   2021-11-18 2024-01-24
b 58252.427 FIDELITY LONG-TERM TREASURY BOND INDEX   2023-07-14 2024-01-24
c 1634. INVESCO S&P 500 LOW VOLATILITY ETF   2023-04-18 2024-01-24
d 268. SCHWAB MID CAP ETF   2021-12-02 2024-01-24
e 21809.675 VANGUARD SHORT TERM TREASURY ADM   2023-02-03 2024-01-24
318. VANGUARD LARGE CAP ETF   2021-12-16 2024-01-24
11. MEDPACE HOLDINGS INC   2024-01-24 2024-02-15
1872.497 ARGA EMERGING MARKETS VALUE FUND   2022-02-17 2024-03-18
4. COCACOLA CONSOLIDATED   2021-12-16 2024-03-18
13. COMFORT SYSTEMS USA   2023-11-06 2024-03-18
39. COMFORT SYSTEMS USA   2022-04-29 2024-03-18
849.568 DWS RREEF REAL ASSETS STRATEGY   2021-12-02 2024-03-18
621.171 AMERICAN FUNDS EUROPACIFIC FUND F3   2021-12-16 2024-03-18
36323.376 FIDELITY U.S. BOND INDEX FUND   2021-12-02 2024-03-18
372.625 OAKMARK INTERNATIONAL R6   2021-12-16 2024-03-18
13184. INVESCO S&P 500 LOW VOLATILITY ETF   2023-06-02 2024-03-18
10. ONTO INNOVATION INC   2021-12-16 2024-03-18
180. SCHWAB MID CAP ETF   2021-12-02 2024-03-18
300. VANGUARD LARGE CAP ETF   2021-12-16 2024-03-18
1106.616 ARGA EMERGING MARKETS VALUE FUND   2022-02-17 2024-04-04
1038.109 AMERICAN BEACON DEVELOPING WORLD INCOME   2021-11-09 2024-04-04
58. BARNES GROUP   2024-01-24 2024-04-04
202. BARNES GROUP   2021-12-30 2024-04-04
642.653 DWS RREEF REAL ASSETS STRATEGY   2021-12-02 2024-04-04
16.94074 AMERICAN FUNDS EUROPACIFIC FUND F3   2021-12-16 2024-04-04
65.67226 AMERICAN FUNDS EUROPACIFIC FUND F3   2021-12-16 2024-04-04
686.94447 GLENMEDE SECURED OPTIONS I   2021-12-02 2024-04-04
203.47253 GLENMEDE SECURED OPTIONS I   2021-12-02 2024-04-04
40.68686 OAKMARK INTERNATIONAL R6   2021-12-16 2024-04-04
202.95514 OAKMARK INTERNATIONAL R6   2021-12-16 2024-04-04
134. HELIOS TECHNOLOGIES   2024-01-24 2024-04-04
17. ONTO INNOVATION INC   2021-12-16 2024-04-04
179. SCHWAB MID CAP ETF   2021-12-02 2024-04-04
145. VANGUARD LARGE CAP ETF   2021-12-16 2024-04-04
135. MODEL N INC   2024-01-24 2024-04-23
240. MODEL N INC   2022-03-18 2024-04-23
924.361 GQG PARTNERS EMERGING MARKETS EQUITY I   2024-03-19 2024-04-24
1222.431 AMERICAN BEACON DEVELOPING WORLD INCOME   2021-11-09 2024-04-24
201. DEFINITIVE HEALTHCARE CORP   2024-01-24 2024-04-24
381. DEFINITIVE HEALTHCARE CORP   2022-10-24 2024-04-24
35. FLOOR & DECOR HOLDINGS INC   2022-04-29 2024-04-24
900.75967 GLENMEDE SECURED OPTIONS I   2021-12-02 2024-04-24
131.14633 GLENMEDE SECURED OPTIONS I   2021-12-02 2024-04-24
358. PERMIAN RESOURCES CORPORATION   2022-07-20 2024-04-24
439.22 PIMCO INCOME FUND I   2021-12-02 2024-04-24
1271.372 VANGUARD SHORT TERM TREASURY ADM   2023-02-03 2024-04-24
1712.123 ARGA EMERGING MARKETS VALUE FUND   2022-02-17 2024-05-09
83. ALARM.COM HOLDINGS INC   2021-12-16 2024-05-09
9. COCACOLA CONSOLIDATED   2021-12-16 2024-05-09
71.515 AMERICAN FUNDS EUROPACIFIC FUND F3   2021-12-16 2024-05-09
331.197 OAKMARK INTERNATIONAL R6   2021-12-16 2024-05-09
31. ONTO INNOVATION INC   2021-12-16 2024-05-09
58. VANGUARD LARGE CAP ETF   2021-12-16 2024-05-09
634.908 DWS RREEF REAL ASSETS STRATEGY   2021-12-02 2024-05-17
98.171 AMERICAN FUNDS EUROPACIFIC FUND F3   2021-12-16 2024-05-17
446.479 OAKMARK INTERNATIONAL R6   2021-12-16 2024-05-17
90. INTERNATIONAL MONEY EXPRESS, INC   2024-01-24 2024-05-17
175. INTERNATIONAL MONEY EXPRESS, INC   2023-04-18 2024-05-17
78. VANGUARD DIVIDEND APPRECIATION ETF   2022-07-20 2024-05-17
127. VANGUARD LARGE CAP ETF   2021-12-16 2024-05-17
36. ONTO INNOVATION INC   2024-01-24 2024-07-02
263. PERMIAN RESOURCES CORPORATION   2023-11-06 2024-07-02
193. PERMIAN RESOURCES CORPORATION   2022-10-24 2024-07-02
144. SQUARESPACE INC   2024-01-24 2024-07-02
260. SQUARESPACE INC   2022-04-20 2024-07-02
133. AMN HEALTHCARE SERVICES INC   2021-12-16 2024-07-30
19. CSW INDUSTRIALS INC   2022-03-18 2024-07-30
219. CNX RESOURCES CORP   2021-11-18 2024-07-30
185.531 FIDELITY U.S. BOND INDEX FUND   2021-12-02 2024-07-30
868.47 GLENMEDE SECURED OPTIONS I   2021-12-02 2024-07-30
15. ICF INTERNATIONAL INC   2021-11-18 2024-07-30
56. OMNICELL INC   2024-01-24 2024-07-30
160. OMNICELL INC   2023-02-03 2024-07-30
91. PACIRA PHARMACEUTICALS INC   2024-01-24 2024-07-30
84. PACIRA PHARMACEUTICALS INC   2022-03-18 2024-07-30
62. SEACOAST BANKING CORP OF FLORIDA   2024-01-24 2024-07-30
28.99993 SEACOAST BANKING CORP OF FLORIDA   2022-01-13 2024-07-30
125.00007 SEACOAST BANKING CORP OF FLORIDA   2022-01-13 2024-07-30
65. VANGUARD DIVIDEND APPRECIATION ETF   2022-07-20 2024-07-30
1124.696 VANGUARD SHORT TERM TREASURY ADM   2023-02-03 2024-07-30
99. VANGUARD LARGE CAP ETF   2021-12-16 2024-07-30
1062. WISDOMTREE US QUALITY GROWTH ETF   2024-03-18 2024-07-30
421.846 AMERICAN BEACON DEVELOPING WORLD INCOME   2021-11-09 2024-08-08
11746.683 FIDELITY U.S. BOND INDEX FUND   2021-12-02 2024-08-08
333. PETIQ INC   2024-07-02 2024-08-08
3369.975 PIMCO INCOME FUND I   2021-12-02 2024-08-08
3361.204 VANGUARD SHORT TERM TREASURY ADM   2023-02-03 2024-08-08
1352.00241 VANGUARD MORTGAGE-BACKED SECURITIES INDE   2021-11-18 2024-08-08
353.93559 VANGUARD MORTGAGE-BACKED SECURITIES INDE   2021-11-12 2024-08-08
281. POWERSCHOOL HOLDINGS INC   2024-01-24 2024-10-01
181. POWERSCHOOL HOLDINGS INC   2023-08-04 2024-10-01
3808.063 ARGA EMERGING MARKETS VALUE FUND   2022-02-17 2024-10-10
84. ACUSHNET HOLDINGS CORP   2024-01-24 2024-10-15
80. ACUSHNET HOLDINGS CORP   2023-08-31 2024-10-15
77. ADDUS HOMECARE CORPORATION   2024-01-24 2024-10-15
65. ADDUS HOMECARE CORPORATION   2023-06-02 2024-10-15
2124.17 GQG PARTNERS EMERGING MARKETS EQUITY I   2024-03-19 2024-10-15
95. ADVANCED ENERGY INDUSTRIES INC   2024-08-08 2024-10-15
43. ADVANCED ENERGY INDUSTRIES INC   2022-04-29 2024-10-15
60. ALAMO GROUP INC   2024-08-08 2024-10-15
60. AMERICAN WOODMARK CORP   2024-01-24 2024-10-15
30. AMERICAN WOODMARK CORP   2022-04-29 2024-10-15
210. AVANOS MEDICAL INC   2024-01-24 2024-10-15
279. AVANOS MEDICAL INC   2023-06-02 2024-10-15
145. BPR GROUP INC   2024-01-24 2024-10-15
172. BPR GROUP INC   2022-05-13 2024-10-15
182. BENCHMARK ELECTRONICS INC   2024-01-24 2024-10-15
207. BENCHMARK ELECTRONICS INC   2023-08-31 2024-10-15
53. BLACKLINE INC   2021-12-16 2024-10-15
62. BOOT BARN HOLDINGS INC   2024-01-24 2024-10-15
89. BOOT BARN HOLDINGS INC   2021-11-18 2024-10-15
22. CSW INDUSTRIALS INC   2024-08-08 2024-10-15
39. CSW INDUSTRIALS INC   2022-04-29 2024-10-15
106. CTS CORP   2024-04-04 2024-10-15
118. CTS CORP   2021-12-16 2024-10-15
339. CARETRUST REIT INC   2024-08-08 2024-10-15
106. CASS INFORMATION SYSTEMS INC   2024-03-18 2024-10-15
112. CASS INFORMATION SYSTEMS INC   2023-08-31 2024-10-15
23. CHEMED CORP   2024-05-09 2024-10-15
9. CHEMED CORP   2021-12-30 2024-10-15
42. CHESAPEAKE COM   2024-03-18 2024-10-15
41. CHESAPEAKE COM   2023-08-31 2024-10-15
330. COHU INC   2024-08-08 2024-10-15
55. DESCARTES SYSTEMS GROUP INC   2021-12-16 2024-10-15
1720.766 DWS RREEF REAL ASSETS STRATEGY   2024-07-30 2024-10-15
46663.613 DWS RREEF REAL ASSETS STRATEGY   2023-06-02 2024-10-15
434. DOXIMITY INC   2024-04-24 2024-10-15
13. ENPRO INDS INC   2022-03-18 2024-10-15
112. ESCO TECHNOLOGIES INC   2024-08-08 2024-10-15
26408.53 FIDELITY U.S. BOND INDEX FUND   2021-12-30 2024-10-15
118. FRESHPET INC   2023-05-15 2024-10-15
59. GLAUKOS CORP   2024-01-24 2024-10-15
109. GLAUKOS CORP   2022-04-29 2024-10-15
32. GOOSEHEAD INSURANCE INC   2024-01-24 2024-10-15
84. GOOSEHEAD INSURANCE INC   2022-04-29 2024-10-15
359. GRAY TELEVISION INC   2024-08-08 2024-10-15
763. GRAY TELEVISION INC   2023-02-03 2024-10-15
876. HILLMAN SOLUTIONS CORP   2024-08-08 2024-10-15
34. INTEGER HOLDINGS CORP   2021-12-16 2024-10-15
626. JAMF HOLDING CORP   2024-05-17 2024-10-15
13. KADANT INC   2022-03-18 2024-10-15
82. KAISER ALUMINUM CORP   2024-03-18 2024-10-15
93. KAISER ALUMINUM CORP   2022-03-18 2024-10-15
142. KFORCE INC   2024-01-24 2024-10-15
70. KFORCE INC   2022-03-25 2024-10-15
65. KORN/FERRY INTERNATIONAL   2024-01-24 2024-10-15
175. KORN/FERRY INTERNATIONAL   2022-04-29 2024-10-15
181. LAREDO PETROLEUM INC   2024-08-08 2024-10-15
180. MARCUS & MILLICHAP INC   2024-04-24 2024-10-15
259. MARCUS & MILLICHAP INC   2021-12-02 2024-10-15
14. MEDPACE HOLDINGS INC   2023-08-04 2024-10-15
125. MERCANTILE BANK CORP   2021-11-18 2024-10-15
65. MONARCH CASINO & RESORT INC   2024-01-24 2024-10-15
115. MONARCH CASINO & RESORT INC   2022-05-13 2024-10-15
468. NV5 GLOBAL INC   2024-05-17 2024-10-15
141. NORTHERN OIL AND GAS   2024-01-24 2024-10-15
245. NORTHERN OIL AND GAS   2023-02-03 2024-10-15
106. ORIGIN BANCORP   2024-01-24 2024-10-15
147. ORIGIN BANCORP   2022-10-24 2024-10-15
70. ORTHOPEDIATRICS CORP   2024-08-08 2024-10-15
112. ORTHOPEDIATRICS CORP   2022-10-24 2024-10-15
48. PATRICK INDUSTRIES INC   2024-01-24 2024-10-15
89. PATRICK INDUSTRIES INC   2022-04-29 2024-10-15
647. PAYCOR HCM INC   2024-08-08 2024-10-15
270. PAYCOR HCM INC   2022-10-24 2024-10-15
121. PENNANT GROUP INC   2024-01-24 2024-10-15
282. PENNANT GROUP INC   2022-04-29 2024-10-15
119. PHREESIA INC   2023-11-06 2024-10-15
150. PHREESIA INC   2022-10-24 2024-10-15
96. POWER INTEGRATIONS INC   2022-03-18 2024-10-15
33. REPLIGEN   2023-08-04 2024-10-15
122. SPS COMMERCE INC   2022-01-13 2024-10-15
1200. SCHWAB MID CAP ETF   2024-08-08 2024-10-15
13611. SCHWAB MID CAP ETF   2023-06-02 2024-10-15
187. SEACOAST BANKING CORP OF FLORIDA   2024-01-24 2024-10-15
125. SEACOAST BANKING CORP OF FLORIDA   2022-01-13 2024-10-15
198. SIMULATIONS PLUS INC   2024-08-08 2024-10-15
133. STEWART INFORMATION SYSTEMS   2024-03-18 2024-10-15
97. STEWART INFORMATION SYSTEMS   2022-01-13 2024-10-15
311. SUNSTONE HOTEL INVESTORS INC   2024-01-24 2024-10-15
570. SUNSTONE HOTEL INVESTORS INC   2022-03-18 2024-10-15
75. SUPERNUS PHARMACEUTICALS INC   2024-01-24 2024-10-15
166. SUPERNUS PHARMACEUTICALS INC   2022-04-29 2024-10-15
66. TRANSCAT INC   2024-08-08 2024-10-15
45. US PHYSICAL THERAPY INC   2024-01-24 2024-10-15
67. US PHYSICAL THERAPY INC   2022-03-18 2024-10-15
18199.476 VANGUARD MORTGAGE-BACKED SECURITIES INDE   2021-12-30 2024-10-15
460. VIAVI SOLUTIONS INC   2024-01-24 2024-10-15
418. VIAVI SOLUTIONS INC   2023-08-31 2024-10-15
115. WILLSCOT MOBILE MINI HOLDINGS CORP   2024-01-24 2024-10-15
257. WILLSCOT MOBILE MINI HOLDINGS CORP   2022-01-13 2024-10-15
1831. WISDOMTREE US QUALITY GROWTH ETF   2024-03-18 2024-10-15
288. STEVANATO GROUP   2024-01-24 2024-10-15
97. STEVANATO GROUP   2023-08-04 2024-10-15
40.207 AMERICAN BEACON DEVELOPING WORLD INCOME   2021-11-09 2024-10-25
421.846 AMERICAN BEACON DEVELOPING WORLD INCOME   2021-11-09 2024-10-25
177. CCC INTELLIGENT SOLUTIONS HOLD.   2023-01-27 2024-10-25
1051.604 FIDELITY U.S. BOND INDEX FUND   2021-12-30 2024-10-25
53. FIVE9 INC   2024-01-24 2024-10-25
87. FIVE9 INC   2023-02-03 2024-10-25
1992.59 GLENMEDE SECURED OPTIONS I   2021-12-02 2024-10-25
486.567 PIMCO INCOME FUND I   2021-12-02 2024-10-25
601.441 VANGUARD SHORT TERM TREASURY ADM   2023-02-03 2024-10-25
138. PROGYNY INC   2024-01-24 2024-10-31
224. PROGYNY INC   2023-06-02 2024-10-31
148. ACV AUCTIONS INC   2023-06-02 2024-12-03
782.088 GQG PARTNERS EMERGING MARKETS EQUITY I   2024-03-19 2024-12-03
908.347 ARGA EMERGING MARKETS VALUE FUND   2022-02-17 2024-12-03
60. ALARM.COM HOLDINGS INC   2021-12-16 2024-12-03
3492.47 AMERICAN BEACON DEVELOPING WORLD INCOME   2021-11-09 2024-12-03
18. ANSYS INC   2024-10-15 2024-12-03
112. ATLANTIC UNION BANKSHARES CO   2021-12-16 2024-12-03
62. BIO-TECHNE CORP   2024-10-15 2024-12-03
33. BLACKBAUD INC   2022-01-13 2024-12-03
72. BLACKLINE INC   2021-12-16 2024-12-03
334. CCC INTELLIGENT SOLUTIONS HOLD.   2023-01-27 2024-12-03
9. CSW INDUSTRIALS INC   2024-10-25 2024-12-03
218. CNX RESOURCES CORP   2024-01-24 2024-12-03
142. CNX RESOURCES CORP   2021-11-18 2024-12-03
77. COGNEX CORP   2022-10-24 2024-12-03
68. DESCARTES SYSTEMS GROUP INC   2022-04-29 2024-12-03
30. DIODES INC   2022-04-20 2024-12-03
43. ENERSYS INC   2022-04-29 2024-12-03
33. ENPRO INDS INC   2022-04-20 2024-12-03
45. ENSIGN GROUP INC   2021-12-16 2024-12-03
22. ENTEGRIS INC   2024-10-15 2024-12-03
742.396 AMERICAN FUNDS EUROPACIFIC FUND F3   2021-12-16 2024-12-03
44. EXLSERVICE HOLDINGS INC   2021-12-30 2024-12-03
75. EXPONENT INC   2022-03-18 2024-12-03
38. FASTENAL CO   2024-10-15 2024-12-03
22380.189 FIDELITY U.S. BOND INDEX FUND   2021-12-30 2024-12-03
60. FIVE BELOW INC   2022-01-13 2024-12-03
52. FLOOR & DECOR HOLDINGS INC   2022-04-29 2024-12-03
44. FRANKLIN ELECTRIC CO INC   2021-12-16 2024-12-03
30. FRESHPET INC   2023-05-15 2024-12-03
8156.834 GLENMEDE SECURED OPTIONS I   2021-12-02 2024-12-03
33. GRAND CANYON EDUCATION INC   2021-12-16 2024-12-03
133. GRID DYNAMICS HOLDINGS INC   2022-03-18 2024-12-03
28. GUIDEWIRE SOFTWARE INC   2023-06-02 2024-12-03
806.921 OAKMARK INTERNATIONAL R6   2021-12-16 2024-12-03
18. IDACORP INC   2022-03-18 2024-12-03
38. INTEGER HOLDINGS CORP   2021-12-16 2024-12-03
1022. ISHARES CORE 1-5 YEAR BOND ETF   2022-02-23 2024-12-03
20. KADANT INC   2022-04-20 2024-12-03
11. KINSALE CAP GROUP INC   2022-10-24 2024-12-03
28. LGI HOMES   2022-03-18 2024-12-03
18. LITTLEFUSE INC   2024-10-15 2024-12-03
3. MARKEL HOLDING   2024-10-15 2024-12-03
17. MEDPACE HOLDINGS INC   2023-08-04 2024-12-03
51. MOELIS & CO   2022-03-18 2024-12-03
17. NEXSTAR MEDIA GROUP INC   2024-10-15 2024-12-03
17. OSHKOSH TRUCK CORP CLASS B   2024-10-15 2024-12-03
27. PAYLOCITY HOLDING CORP   2022-03-18 2024-12-03
12384.197 PIMCO INCOME FUND I   2021-12-02 2024-12-03
51. POWER INTEGRATIONS INC   2022-04-29 2024-12-03
62. RB GLOBAL INC   2022-01-13 2024-12-03
29. RPM INC   2024-10-15 2024-12-03
21. REPLIGEN   2024-01-24 2024-12-03
9. REPLIGEN   2023-08-04 2024-12-03
55. ROBERT HALF INTERNATIONAL INC   2024-10-15 2024-12-03
61. ROLLINS INC   2024-10-15 2024-12-03
25. SPS COMMERCE INC   2022-01-13 2024-12-03
29. STIFEL FINANCIAL CORP   2024-10-15 2024-12-03
67. TETRA TECH INC   2024-10-15 2024-12-03
94. TOAST, INC   2024-10-15 2024-12-03
20. TYLER TECHS INC   2024-10-15 2024-12-03
605. VANGUARD DIVIDEND APPRECIATION ETF   2022-07-20 2024-12-03
7433.117 VANGUARD SHORT TERM TREASURY ADM   2023-02-03 2024-12-03
2381.571 VANGUARD MORTGAGE-BACKED SECURITIES INDE   2022-01-13 2024-12-03
915. VANGUARD LARGE CAP ETF   2021-12-16 2024-12-03
2346. WISDOMTREE US QUALITY GROWTH ETF   2024-03-18 2024-12-03
38. WORKIVA INC   2022-02-17 2024-12-03
31. WYNDHAM HOTELS & RESORTS INC   2024-10-15 2024-12-03
29. GLOBANT SA   2021-12-16 2024-12-03
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 508,830   594,967 -86,137
b 560,388   600,000 -39,612
c 102,308   103,834 -1,526
d 19,959   20,899 -940
e 214,607   217,661 -3,054
71,090   68,889 2,201
4,342   3,287 1,055
18,219   18,182 37
3,360   2,224 1,136
4,015   2,453 1,562
12,045   3,514 8,531
9,583   10,628 -1,045
36,270   39,183 -2,913
369,772   436,144 -66,372
9,889   10,135 -246
854,239   836,466 17,773
1,755   907 848
14,189   14,037 152
70,939   64,990 5,949
11,088   10,745 343
7,506   8,487 -981
2,034   1,842 192
7,086   9,537 -2,451
7,326   8,040 -714
988   1,069 -81
3,831   4,143 -312
9,686   10,194 -508
2,869   3,020 -151
1,087   1,107 -20
5,423   5,520 -97
5,974   5,719 255
3,141   1,541 1,600
14,255   13,959 296
34,311   31,412 2,899
3,998   3,901 97
7,107   6,107 1,000
16,019   15,751 268
8,777   9,926 -1,149
1,414   1,874 -460
2,681   8,584 -5,903
3,816   2,845 971
12,755   13,367 -612
1,857   1,946 -89
6,181   2,595 3,586
4,564   5,205 -641
12,358   12,688 -330
17,515   16,625 890
5,714   6,282 -568
8,438   5,004 3,434
4,211   4,511 -300
8,936   9,009 -73
6,475   2,810 3,665
13,830   12,565 1,265
7,454   7,943 -489
5,908   6,193 -285
12,350   12,144 206
1,871   1,864 7
3,637   4,439 -802
14,320   11,516 2,804
30,801   27,512 3,289
8,042   5,250 2,792
4,288   3,717 571
3,147   1,609 1,538
6,265   4,818 1,447
11,312   6,937 4,375
8,997   15,243 -6,246
5,695   2,234 3,461
5,760   3,097 2,663
1,920   2,232 -312
12,662   12,909 -247
2,186   1,572 614
1,621   1,923 -302
4,631   14,617 -9,986
1,792   2,918 -1,126
1,654   6,160 -4,506
1,721   1,663 58
805   1,085 -280
3,470   4,675 -1,205
12,221   9,596 2,625
11,056   11,258 -202
24,582   21,447 3,135
45,150   43,219 1,931
2,928   3,425 -497
122,635   141,313 -18,678
10,154   7,510 2,644
35,890   39,991 -4,101
33,276   33,549 -273
25,093   28,640 -3,547
6,569   7,496 -927
6,407   6,219 188
4,127   4,096 31
43,336   36,976 6,360
5,367   5,557 -190
5,111   4,567 544
10,227   6,801 3,426
8,633   6,526 2,107
38,001   36,196 1,805
10,183   9,217 966
4,609   3,385 1,224
10,870   11,940 -1,070
5,685   4,786 899
2,843   1,540 1,303
4,788   4,020 768
6,361   8,566 -2,205
7,613   3,769 3,844
9,030   3,948 5,082
7,929   4,915 3,014
9,018   5,321 3,697
3,054   5,269 -2,215
10,168   4,557 5,611
14,596   11,790 2,806
8,649   5,310 3,339
15,332   4,519 10,813
5,171   4,555 616
5,756   4,114 1,642
10,409   8,781 1,628
4,477   4,718 -241
4,731   4,300 431
13,939   13,775 164
5,454   4,822 632
5,089   4,325 764
4,968   5,194 -226
8,382   9,967 -1,585
5,937   4,599 1,338
21,406   18,850 2,556
580,495   571,365 9,130
18,878   10,432 8,446
2,092   1,407 685
14,058   11,954 2,104
277,290   316,877 -39,587
16,934   10,797 6,137
7,567   5,493 2,074
13,979   5,998 7,981
3,059   2,538 521
8,029   6,470 1,559
2,060   1,603 457
4,378   17,076 -12,698
9,442   8,553 889
4,488   2,799 1,689
10,617   12,261 -1,644
4,356   2,611 1,745
5,906   5,699 207
6,698   8,505 -1,807
8,200   9,428 -1,228
4,042   5,133 -1,091
4,749   3,743 1,006
12,786   11,502 1,284
4,836   7,491 -2,655
6,732   6,518 214
9,686   11,783 -2,097
4,972   3,646 1,326
5,593   4,560 1,033
4,928   4,517 411
8,719   7,922 797
10,934   11,690 -756
5,383   4,757 626
9,354   7,320 2,034
3,445   3,545 -100
4,778   5,996 -1,218
1,859   1,993 -134
2,975   5,648 -2,673
6,846   4,772 2,074
12,693   6,013 6,680
8,835   10,665 -1,830
3,687   7,431 -3,744
4,261   1,894 2,367
9,931   4,823 5,108
2,502   1,809 693
3,153   6,131 -2,978
6,112   9,123 -3,011
4,835   5,024 -189
24,040   16,829 7,211
33,816   29,563 4,253
383,561   355,784 27,777
5,159   5,014 145
3,449   4,405 -956
6,293   7,627 -1,334
9,354   8,035 1,319
6,822   7,719 -897
3,242   3,260 -18
5,941   6,682 -741
2,504   2,123 381
5,542   5,094 448
8,358   7,588 770
3,706   4,254 -548
5,518   6,489 -971
338,874   385,319 -46,445
4,246   4,656 -410
3,858   4,546 -688
4,206   4,948 -742
9,399   10,096 -697
84,531   74,514 10,017
5,293   8,463 -3,170
1,783   3,185 -1,402
286   326 -40
3,004   3,459 -455
1,957   1,652 305
10,895   12,588 -1,693
1,585   4,199 -2,614
2,601   9,356 -6,755
30,267   29,575 692
5,158   5,766 -608
5,930   6,002 -72
2,073   5,264 -3,191
3,366   8,718 -5,352
3,384   2,576 808
13,397   13,327 70
9,719   8,820 899
3,930   4,542 -612
24,762   28,391 -3,629
6,289   5,950 339
4,801   4,082 719
4,645   4,579 66
2,734   2,373 361
4,488   7,158 -2,670
4,160   3,118 1,042
3,770   3,302 468
8,669   4,370 4,299
5,647   2,008 3,639
3,023   3,372 -349
7,872   4,887 2,985
1,925   2,542 -617
4,144   3,199 945
6,311   3,539 2,772
6,487   3,461 3,026
2,373   2,299 74
43,824   46,830 -3,006
2,009   1,278 731
7,323   7,525 -202
3,141   2,921 220
232,754   267,891 -35,137
6,150   10,811 -4,661
5,754   4,227 1,527
4,718   3,988 730
4,629   2,079 2,550
127,165   121,047 6,118
5,452   2,668 2,784
2,411   1,726 685
5,667   2,057 3,610
20,899   21,948 -1,049
2,112   1,981 131
5,312   3,128 2,184
49,018   50,413 -1,395
8,214   4,015 4,199
5,493   3,018 2,475
3,042   3,465 -423
4,416   4,669 -253
5,279   4,717 562
5,795   4,428 1,367
3,858   2,103 1,755
2,901   2,862 39
1,914   1,783 131
5,624   5,763 -139
132,016   146,801 -14,785
3,374   4,721 -1,347
6,019   3,873 2,146
4,003   3,871 132
3,104   3,830 -726
1,330   1,567 -237
4,047   3,745 302
3,033   3,050 -17
4,775   3,060 1,715
3,303   2,898 405
2,839   3,298 -459
4,000   2,686 1,314
12,418   12,014 404
123,335   89,321 34,014
73,068   74,201 -1,133
43,845   49,962 -6,117
254,220   198,219 56,001
116,039   95,473 20,566
3,731   4,183 -452
3,031   2,531 500
6,470   7,679 -1,209
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
      103,161
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       -86,137
b       -39,612
c       -1,526
d       -940
e       -3,054
      2,201
      1,055
      37
      1,136
      1,562
      8,531
      -1,045
      -2,913
      -66,372
      -246
      17,773
      848
      152
      5,949
      343
      -981
      192
      -2,451
      -714
      -81
      -312
      -508
      -151
      -20
      -97
      255
      1,600
      296
      2,899
      97
      1,000
      268
      -1,149
      -460
      -5,903
      971
      -612
      -89
      3,586
      -641
      -330
      890
      -568
      3,434
      -300
      -73
      3,665
      1,265
      -489
      -285
      206
      7
      -802
      2,804
      3,289
      2,792
      571
      1,538
      1,447
      4,375
      -6,246
      3,461
      2,663
      -312
      -247
      614
      -302
      -9,986
      -1,126
      -4,506
      58
      -280
      -1,205
      2,625
      -202
      3,135
      1,931
      -497
      -18,678
      2,644
      -4,101
      -273
      -3,547
      -927
      188
      31
      6,360
      -190
      544
      3,426
      2,107
      1,805
      966
      1,224
      -1,070
      899
      1,303
      768
      -2,205
      3,844
      5,082
      3,014
      3,697
      -2,215
      5,611
      2,806
      3,339
      10,813
      616
      1,642
      1,628
      -241
      431
      164
      632
      764
      -226
      -1,585
      1,338
      2,556
      9,130
      8,446
      685
      2,104
      -39,587
      6,137
      2,074
      7,981
      521
      1,559
      457
      -12,698
      889
      1,689
      -1,644
      1,745
      207
      -1,807
      -1,228
      -1,091
      1,006
      1,284
      -2,655
      214
      -2,097
      1,326
      1,033
      411
      797
      -756
      626
      2,034
      -100
      -1,218
      -134
      -2,673
      2,074
      6,680
      -1,830
      -3,744
      2,367
      5,108
      693
      -2,978
      -3,011
      -189
      7,211
      4,253
      27,777
      145
      -956
      -1,334
      1,319
      -897
      -18
      -741
      381
      448
      770
      -548
      -971
      -46,445
      -410
      -688
      -742
      -697
      10,017
      -3,170
      -1,402
      -40
      -455
      305
      -1,693
      -2,614
      -6,755
      692
      -608
      -72
      -3,191
      -5,352
      808
      70
      899
      -612
      -3,629
      339
      719
      66
      361
      -2,670
      1,042
      468
      4,299
      3,639
      -349
      2,985
      -617
      945
      2,772
      3,026
      74
      -3,006
      731
      -202
      220
      -35,137
      -4,661
      1,527
      730
      2,550
      6,118
      2,784
      685
      3,610
      -1,049
      131
      2,184
      -1,395
      4,199
      2,475
      -423
      -253
      562
      1,367
      1,755
      39
      131
      -139
      -14,785
      -1,347
      2,146
      132
      -726
      -237
      302
      -17
      1,715
      405
      -459
      1,314
      404
      34,014
      -1,133
      -6,117
      56,001
      20,566
      -452
      500
      -1,209
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 46,068
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 8,368
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 8,368
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 8,368
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 6,964
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 6,964
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,404
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowWe B Giving Foundation, C/O Trust Point Inc Telephone no.right arrow (608) 782-1148

Located atright arrow230 FRONT STREET NORTHLA CROSSEWI ZIP+4right arrow54601
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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)
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
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 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.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
THOMAS W BLATTNER TRUSTEE
1
0    
21571 TRESTLE RIDGE RD
ALBANY,MN56307
DAWN M BLATTNER TRUSTEE
1
0    
21571 TRESTLE RIDGE RD
ALBANY,MN56307
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
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 arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
19,151,874
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
19,151,874
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
19,151,874
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
287,278
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,864,596
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
943,230
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
943,230
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
8,368
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,368
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
934,862
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
934,862
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
934,862
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,908,996
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,908,996
Form 990-PF (2024)
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 7 934,862
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...... 0
b From 2020...... 0
c From 2021...... 1,385,796
d From 2022...... 659,159
e From 2023...... 855,167
f Total of lines 3a through e ........ 2,900,122
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,908,996
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..... 934,862
e Remaining amount distributed out of corpus 974,134
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 3,874,256
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) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
3,874,256
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 1,385,796
c Excess from 2022.... 659,159
d Excess from 2023.... 855,167
e Excess from 2024.... 974,134
Form 990-PF (2024)
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 or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
TOM AND DAWN BLATTNER
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)
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)
aPaid during the year

SJUSOTSem

PO BOX 5866
Collegeville,MN56321
NONE PUBLIC EDUCATION 10,000

NDSU FOUNDATION

1241 UNIVERSITY DRIVE N
FARGO,ND58102
NONE PUBLIC BUILDING OF SPORTS COMPLEX 1,501,000

Parks Forever Inc

PO BOX 417
Cold Spring,MN56320
NONE PUBLIC ENVIRONMENTAL 100,000

CITY OF ALBANY

PO BOX 370
ALBANY,MN56307
NONE PUBLIC LANDSCAPE PROJECT 250,000

NDSU Team Makers

PO BOX 6050 NDSU DEPT 1200
Fargo,ND58108
NONE PUBLIC BISON GOLF OPEN SPONSORSHIP 1,000

Carson Wentz AO1 Foundation

2605 NICHOLSON RD SUITE 5140
Sewickley,PA15143
NONE PUBLIC GENERAL FUND 22,000
Total .................................right arrow 3a 1,884,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
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
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 3,103  
4 Dividends and interest from securities ....     14 608,173  
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 46,068  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aAGREE REALTY CORP
    14 62  
bCARETRUST REIT INC     14 25  
cMOELIS & CO     14 491  
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   657,922  
13Total. Add line 12, columns (b), (d), and (e)..................
13
657,922
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
WE B GIVING FOUNDATION AGENCY 1045003902
 
Employer identification number

87-2796218
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
WE B GIVING FOUNDATION AGENCY 1045003902
 
Employer identification number
87-2796218
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
TOM AND DAWN BLATTNER
21571 TRESTLE RIDGE RD
 
ALBANY, MN56307

$ 500,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(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
WE B GIVING FOUNDATION AGENCY 1045003902
 
Employer identification number

87-2796218
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
 
$    
(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
WE B GIVING FOUNDATION AGENCY 1045003902
 
Employer identification number

87-2796218
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 (c) Use 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 (c) Use 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 (c) Use 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 (c) Use 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:  

TY 2024 AccountingFeesSchedule
Name:
WE B GIVING FOUNDATION AGENCY 1045003902
EIN:
87-2796218
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,000     2,000

TY 2024 OtherDecreasesSchedule
Name:
WE B GIVING FOUNDATION AGENCY 1045003902
EIN:
87-2796218
Description Amount
ACCRUED INCOME/LOSS 2,979


TY 2024 OtherExpensesSchedule
Name:
WE B GIVING FOUNDATION AGENCY 1045003902
EIN:
87-2796218
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 25 0   25


TY 2024 OtherIncomeSchedule2
Name:
WE B GIVING FOUNDATION AGENCY 1045003902
EIN:
87-2796218
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
AGREE REALTY CORP 62 0  
CARETRUST REIT INC 25 0  
MOELIS & CO 491 0  


TY 2024 OtherProfessionalFeesSchedule
Name:
WE B GIVING FOUNDATION AGENCY 1045003902
EIN:
87-2796218
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT & ACCOUNTING FEES (ALLOC 22,971     22,971
CUSTODIAN & MANAGEMENT FEES (A 34,456 34,456    
OTHER EXPENSE (NON-DEDUCTIBLE 8,148 8,148    


TY 2024 SubstantialContributorsSch
Name:
WE B GIVING FOUNDATION AGENCY 1045003902
EIN:
87-2796218
Name Address
TOM AND DAWN BLATTNER 21571 TRESTLE RIDGE RD
ALBANY,MN56307


TY 2024 TaxesSchedule
Name:
WE B GIVING FOUNDATION AGENCY 1045003902
EIN:
87-2796218
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 117 117   0
FEDERAL TAX PAYMENT - PRIOR YE 1,141 1,141   0
FEDERAL ESTIMATES - PRINCIPAL 6,964 6,964   0
FOREIGN TAXES ON QUALIFIED FOR 4,512 4,512   0