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
AGL FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 653067
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX752653067

A Employer identification number

65-0098771

B Telephone number (see instructions)

(888) 866-3275

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

$16,742,239J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

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


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	311,719		311,055
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		637,393
b	Gross sales price for all assets on line 6a 3,646,221
7	Capital gain net income (from Part IV, line 2)...			637,393
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........	949,112		948,448
13	Compensation of officers, directors, trustees, etc.	25,000				25,000
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	1,500	900	0	600
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	120,871	120,871		0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	13,006	2,283		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).......	List of Attached Documents: // Content	858			857
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	161,235		124,054	0	26,457
25	Contributions, gifts, grants paid.......	678,411				678,411
26	Total expenses and disbursements. Add lines 24 and 25	839,646		124,054	0	704,868
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	109,466
b	Net investment income (if negative, enter -0-)			824,394
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.............	-92,690
	2	Savings and temporary cash investments.........	80,750	143,316	143,316
	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).......	11,396,916	List of Attached Documents: // Content 11,364,792	16,598,923
	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)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	11,384,976	11,508,108	16,742,239
	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........	11,384,976	11,508,108
	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).....	11,384,976	11,508,108
	30	Total liabilities and net assets/fund balances (see instructions).	11,384,976	11,508,108

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

11,384,976

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

109,466

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

List of Attached Documents:

// Content

14,524

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

11,508,966

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

858

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

11,508,108

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	50000. COLGATE-PALMOLIVE CO SER MTN		2017-07-31	2024-03-15
b	232. ADVANCED MICRO DEVICES INC		2023-12-06	2024-03-20
c	193. APPLE INC COM		2017-08-01	2024-03-20
d	139. ETSY INC SHS		2023-03-21	2024-03-20
e	108. ETSY INC SHS		2022-06-23	2024-03-20
	197. ETSY INC SHS		2020-03-13	2024-03-20
	11. HUMANA INC		2019-03-07	2024-03-20
	87. HUMANA INC		2017-08-01	2024-03-20
	352. MORGAN STANLEY DEAN WITTER DISCOVER & CO		2019-09-06	2024-03-20
	568. MORGAN STANLEY DEAN WITTER DISCOVER & CO		2020-03-13	2024-03-20
	464. PEPSICO INCORPORATED		1951-01-01	2024-03-20
	200. PEPSICO INCORPORATED		1951-01-01	2024-03-20
	34. VERALTO CORP REG SHS		2022-09-15	2024-03-20
	6730. JPMORGAN EQUITY PREMIUM INCOME ETF		2023-10-25	2024-03-28
	95168.375 PIMCO COMMODITIESPLUS STRATEGY FUND CL INST		2023-08-16	2024-03-28
	25000. USD BANK NOVA SCOTIA .700% APR 15 2024		2022-02-08	2024-04-15
	25000. USD BANK NOVA SCOTIA .700% APR 15 2024		2022-11-23	2024-04-15
	50000. INTEL CORP GLB		2018-02-02	2024-05-11
	100000. JPMORGAN CHASE & CO GLB		1951-01-01	2024-05-13
	21. ABBVIE INC SHS		2023-01-10	2024-06-18
	19. AMERICAN EXPRESS CO		2022-03-17	2024-06-18
	34. APPLE INC COM		2017-08-01	2024-06-18
	31. APPLIED MATERIALS INCORPORATED		2020-09-03	2024-06-18
	55. BOSTON SCIENTIFIC CORPORATION		2023-12-06	2024-06-18
	23. CAPITAL ONE FINANCIAL CORPORATION		2023-06-13	2024-06-18
	10. COSTCO WHSL CORP NEW COM		2023-12-06	2024-06-18
	80. EBAY INC		2019-05-30	2024-06-18
	57. FIDELITY NATL INFORMATION SVCS INC COM		2023-12-06	2024-06-18
	73. GENERAL MILLS INC		2018-03-20	2024-06-18
	4. GRAINGER W W INCORPORATED		2019-09-06	2024-06-18
	214. HEWLETT PACKARD ENTERPRISE CO		2023-09-19	2024-06-18
	12. HOME DEPOT INC		1951-01-01	2024-06-18
	7. LAM RESEARCH CORP		2020-09-03	2024-06-18
	6. MASTERCARD INC		2017-10-11	2024-06-18
	2. MASTERCARD INC		2017-09-05	2024-06-18
	38. MERCK AND CO INC SHS		2024-03-20	2024-06-18
	45. METLIFE INC		2022-03-17	2024-06-18
	23. MICROSOFT CORPORATION		2023-12-06	2024-06-18
	9. MOODYS CORP COM		2021-09-23	2024-06-18
	246. NVIDIA CORP COM		2017-08-01	2024-06-18
	56. OCCIDENTAL PETROLEUM CORPORATION		2023-06-12	2024-06-18
	18. OWENS CORNING INC		2023-12-06	2024-06-18
	24. PROCTER & GAMBLE CO COM		2023-09-19	2024-06-18
	23. QUALCOMM INC		2020-06-04	2024-06-18
	69. SCHLUMBERGER LTD COM		2023-01-10	2024-06-18
	7. SERVICENOW INC		2023-12-06	2024-06-18
	7. UNITEDHEALTH GROUP INC		2022-09-15	2024-06-18
	75. VERIZON COMMUNICATIONS		2019-12-11	2024-06-18
	39. VERIZON COMMUNICATIONS		2017-08-01	2024-06-18
	15. EATON CORP PLC		2017-08-01	2024-06-18
	6. ELEVANCE HEALTH INC		2020-12-03	2024-06-24
	78. APPLE INC COM		2017-08-01	2024-06-24
	69. GENERAL MOTORS CO COMMON SHARES		2023-03-21	2024-06-24
	21. HERSHEY FOODS CORP		2022-06-23	2024-06-24
	15. MARRIOTT INTERNATIONAL CL A		2024-03-20	2024-06-24
	8. MICROSOFT CORPORATION		2023-12-06	2024-06-24
	48. NEXTERA ENERGY INC SHS		1951-01-01	2024-06-24
	25. PROLOGIS INC		2020-04-13	2024-06-24
	24. TARGET CORP		2023-06-12	2024-06-24
	14. VISA INC CL A SHRS		2023-09-19	2024-06-24
	25. WABTEC		2023-12-06	2024-06-24
	200. AIR PRODUCTS AND CHEMICALS INC		1951-01-01	2024-06-26
	51. ALEXANDRIA REAL ESTATE EQ INC COM		2022-03-17	2024-06-26
	1. ALEXANDRIA REAL ESTATE EQ INC COM		2022-03-19	2024-06-26
	248. ALEXANDRIA REAL ESTATE EQ INC COM		2020-09-03	2024-06-26
	37. ALEXANDRIA REAL ESTATE EQ INC COM		2022-05-18	2024-06-26
	63. FACTSET RESEARCH SYSTEMS INC		2023-09-19	2024-06-26
	85. ESTEE LAUDER COMPANIES CL A		2017-12-13	2024-06-26
	21. ESTEE LAUDER COMPANIES CL A		2017-10-11	2024-06-26
	33. ESTEE LAUDER COMPANIES CL A		2017-09-05	2024-06-26
	422. NVIDIA CORP COM		2017-08-01	2024-06-26
	734. VENTAS INC COM		2023-01-10	2024-06-26
	102. AON PLC REG SHS		2023-06-12	2024-06-26
	76. AON PLC REG SHS		2023-03-21	2024-06-26
	100000. TARGET CORP GLB		1951-01-01	2024-07-01
	50000. CSX CORP GLB		2017-08-01	2024-08-01
	90. VANGUARD FTSE DEVELOPED MARKETS ETF		2022-04-06	2024-09-05
	6. ADOBE SYS INC		2017-08-01	2024-09-19
	29. ADVANCED MICRO DEVICES INC		2023-12-06	2024-09-19
	106. AMERICAN EXPRESS CO		2022-03-17	2024-09-19
	16. APPLE INC COM		2017-08-01	2024-09-19
	33. ASSURANT INC		2022-03-17	2024-09-19
	27. ASSURANT INC		2022-03-18	2024-09-19
	138. ASSURANT INC		2021-06-10	2024-09-19
	408. CVS CAREMARK CORP COM		2017-08-01	2024-09-19
	271. CVS CAREMARK CORP COM		2020-12-03	2024-09-19
	48. COMCAST CORP NEW CL A COM		2021-03-11	2024-09-19
	25. COMCAST CORP NEW CL A COM		2022-05-18	2024-09-19
	25. COSTCO WHSL CORP NEW COM		2023-12-06	2024-09-19
	9. COSTCO WHSL CORP NEW COM		2022-06-23	2024-09-19
	1484. HALLIBURTON CO		2023-12-06	2024-09-19
	6. INTUIT INC		2021-03-11	2024-09-19
	160. NVIDIA CORP COM		2017-08-01	2024-09-19
	713. OCCIDENTAL PETROLEUM CORPORATION		2023-06-12	2024-09-19
	915. OCCIDENTAL PETROLEUM CORPORATION		2023-12-06	2024-09-19
	46. PAYPAL HOLDINGS INC SHS		2023-01-10	2024-09-19
	141. PROCTER & GAMBLE CO COM		2023-09-19	2024-09-19
	14. SALESFORCE.COM INC COMMON		2017-08-01	2024-09-19
	39. STARBUCKS CORP COM		2020-06-04	2024-09-19
	440. VERIZON COMMUNICATIONS		2017-08-01	2024-09-19
	132. VERIZON COMMUNICATIONS		2022-05-18	2024-09-19
	625. VERIZON COMMUNICATIONS		2023-03-21	2024-09-19
	600. VERIZON COMMUNICATIONS		1951-01-01	2024-09-19
	50000. AT&T INC CLD GLB		2023-05-16	2024-11-09
	50000. AT&T INC CLD GLB		2024-04-22	2024-11-09
	100. VANGUARD FTSE DEVELOPED MARKETS ETF		2022-04-06	2024-11-21
	159. AT&T INC		2023-03-22	2024-12-04
	33. ABBOTT LABORATORIES		1951-01-01	2024-12-04
	6. ADOBE SYS INC		2017-08-01	2024-12-04
	12. AGILENT TECHNOLOGIES INC		2017-08-01	2024-12-04
	23. ALPHABET INC SHS CL C		2018-09-07	2024-12-04
	43. ALPHABET INC SHS CL C		2017-10-11	2024-12-04
	6. AMERICAN EXPRESS CO		2022-03-17	2024-12-04
	14. AMERICAN WTR WKS CO INC NEW		1951-01-01	2024-12-04
	9. AMERISOURCEBERGEN CORP COM		2023-03-22	2024-12-04
	5. ANALOG DEVICES INC		2024-09-19	2024-12-04
	12. APPLE INC COM		2017-08-01	2024-12-04
	7. APPLIED MATERIALS INCORPORATED		2020-09-03	2024-12-04
	13. AUTODESK INC (DEL)		2021-06-10	2024-12-04
	12. AUTOMATIC DATA PROCESSING INC		2022-06-23	2024-12-04
	41. BALL CORP		2017-08-01	2024-12-04
	42. BAXTER INTERNATIONAL INC		2023-01-10	2024-12-04
	6. BIOGEN IDEC INC		2024-03-20	2024-12-04
	3. BLACKROCK INC REG SHS		2017-12-13	2024-12-04
	82. BORG WARNER INC		2021-06-10	2024-12-04
	23. BOSTON SCIENTIFIC CORPORATION		2023-12-06	2024-12-04
	48. BRISTOL MYERS SQUIBB CO COM		2022-05-16	2024-12-04
	7. CAPITAL ONE FINANCIAL CORPORATION		2023-06-13	2024-12-04
	35. CARRIER GLOBAL CORP REG SH		2023-06-12	2024-12-04
	7. CATERPILLAR INCORPORATED		2022-03-17	2024-12-04
	24. CENTENE CORP DELAWARE COM		2023-12-06	2024-12-04
	12. CHEVRONTEXACO CORP COM		2024-09-19	2024-12-04
	82. CISCO SYSTEMS INCORPORATED		1951-01-01	2024-12-04
	53. CITIGROUP INC COM NEW		2020-06-04	2024-12-04
	23. COLGATE PALMOLIVE CO		2024-03-20	2024-12-04
	4. COSTCO WHSL CORP NEW COM		2022-06-23	2024-12-04
	7. CUMMINS ENGINE INC		2019-05-30	2024-12-04
	8. DEERE & COMPANY		2018-03-20	2024-12-04
	31. EDWARDS LIFESCIENCES CORP		2017-12-13	2024-12-04
	16. ELECTRONIC ARTS		2021-06-10	2024-12-04
	30. EMERSON ELEC CO		2020-12-03	2024-12-04
	4. EQUINIX INC		2023-03-21	2024-12-04
	17. FIDELITY NATL INFORMATION SVCS INC COM		2023-12-06	2024-12-04
	28. FORTIVE CORP SHS		2023-03-21	2024-12-04
	26. GENERAL MOTORS CO COMMON SHARES		2023-03-21	2024-12-04
	45. GILEAD SCIENCES INC		2019-12-11	2024-12-04
	1. GRAINGER W W INCORPORATED		2019-09-06	2024-12-04
	35. HASBRO INC		2023-06-12	2024-12-04
	5. ILLINOIS TOOL WORKS INCORPORATED		2023-01-10	2024-12-04
	41. INTERPUBLIC GROUP COS INC		2023-06-12	2024-12-04
	16. JACOBS SOLUTIONS INC REG SHS		2023-09-19	2024-12-04
	33. LKQ CORP		2023-12-06	2024-12-04
	13. LOWES COMPANIES INCORPORATED		2023-09-19	2024-12-04
	6. MARATHON PETROLEUM CORP		2024-09-19	2024-12-04
	9. MARRIOTT INTERNATIONAL CL A		2024-03-20	2024-12-04
	3. MASTERCARD INC		2017-09-05	2024-12-04
	22. MCCORMICK & COMPANY INC NON-VOTING		2023-12-06	2024-12-04
	23. MERCK AND CO INC SHS		2024-03-20	2024-12-04
	13. METLIFE INC		2022-03-17	2024-12-04
	50. MICROSOFT CORPORATION		2024-09-19	2024-12-04
	1. MICROSOFT CORPORATION		2023-12-06	2024-12-04
	14. NASDAQ STOCK MARKET INC COM		2024-09-19	2024-12-04
	14. NIKE INC CL B		2018-09-07	2024-12-04
	22. NVIDIA CORP COM		2017-08-01	2024-12-04
	22. OTIS WORLDWIDE CORP REG SH		2021-09-23	2024-12-04
	5. OWENS CORNING INC		2023-12-06	2024-12-04
	21. PPG INDUSTRIES INC		2024-03-20	2024-12-04
	17. PVH CORP		2021-09-23	2024-12-04
	12. PROCTER & GAMBLE CO COM		2023-09-19	2024-12-04
	16. PROGRESSIVE CORP OHIO COM		2019-09-06	2024-12-04
	15. PROLOGIS INC		2024-06-26	2024-12-04
	40. PUBLIC SERVICE ENTERPRISE GROUP INC		2023-09-19	2024-12-04
	15. QUALCOMM INC		2024-06-26	2024-12-04
	5. S&P GLOBAL INC		2018-09-07	2024-12-04
	32. SALESFORCE.COM INC COMMON		2017-08-01	2024-12-04
	20. SEMPRA ENERGY		2022-05-16	2024-12-04
	4. SERVICENOW INC		2023-12-06	2024-12-04
	16. STARBUCKS CORP COM		2020-06-04	2024-12-04
	29. TJX COMPANIES INCORPORATED NEW		2017-08-01	2024-12-04
	7. T-MOBILE US INC SHS		2024-09-19	2024-12-04
	5. THERMO ELECTRON CORP		2019-09-06	2024-12-04
	6. TRACTOR SUPPLY CO COM		2020-06-04	2024-12-04
	90. US BANCORP DEL COM NEW		2022-09-15	2024-12-04
	3. ULTA BEAUTY INC		2022-06-23	2024-12-04
	9. UNITEDHEALTH GROUP INC		2022-09-15	2024-12-04
	16. VALERO ENERGY CORP - NEW		2022-03-17	2024-12-04
	6. VERTEX PHARMACEUTICALS INC COM		2020-09-03	2024-12-04
	5. VISA INC CL A SHRS		2023-09-19	2024-12-04
	33. WAL-MART STORES INCORPORATED		2024-09-19	2024-12-04
	32. WELLS FARGO COMPANY		2024-06-26	2024-12-04
	8. WELLTOWER INC		2024-06-26	2024-12-04
	88. WEYERHAEUSER CO COM		2023-12-06	2024-12-04
	11. XYLEM INC SHS		2017-09-08	2024-12-04
	11. ZOETIS INC		2018-09-07	2024-12-04
	11. ACCENTURE PLC SHS		2018-06-15	2024-12-04
	7. EATON CORP PLC		2017-08-01	2024-12-04
	39. JOHNSON CONTROLS INTER		2017-08-01	2024-12-04
	2. LINDE PLC NEW		2024-06-26	2024-12-04
	36. APTIV PLC SHS		2022-09-15	2024-12-04
	8. STERIS PLC REG SHS		2024-03-20	2024-12-04
	28. ALPHABET INC SHS CL C		2017-10-11	2024-12-09
	49. ALPHABET INC SHS CL C		2017-10-11	2024-12-09
	19. ALPHABET INC SHS CL C		2017-08-01	2024-12-09
	11. ELEVANCE HEALTH INC		2020-12-03	2024-12-09
	25. APPLE INC COM		2017-08-01	2024-12-09
	92. APPLE INC COM		2017-08-01	2024-12-09
	5. BLACKROCK INC REG SHS		2017-12-13	2024-12-09
	30. CHEVRONTEXACO CORP COM		2024-09-19	2024-12-09
	4. COSTCO WHSL CORP NEW COM		2022-06-23	2024-12-09
	17. DANAHER CORPORATION		2024-06-26	2024-12-09
	113. EBAY INC		2019-05-30	2024-12-09
	48. HERSHEY FOODS CORP		2022-06-23	2024-12-09
	11. HOME DEPOT INC		1951-01-01	2024-12-09
	184. INTERPUBLIC GROUP COS INC		2023-06-12	2024-12-09
	54. MERCK AND CO INC SHS		2024-03-20	2024-12-09
	7. MICROSOFT CORPORATION		2023-12-06	2024-12-09
	3. MICROSOFT CORPORATION		2023-12-06	2024-12-09
	34. MICROSOFT CORPORATION		1951-01-01	2024-12-09
	44. PROLOGIS INC		2024-06-26	2024-12-09
	38. VALERO ENERGY CORP - NEW		2022-03-17	2024-12-09
	11. VERTEX PHARMACEUTICALS INC COM		2020-09-03	2024-12-09
	14. VISA INC CL A SHRS		2023-09-19	2024-12-09
	19. WABTEC		2023-12-06	2024-12-09
	91. ADOBE SYS INC		2017-08-01	2024-12-20
	423. ADVANCED MICRO DEVICES INC		2023-12-06	2024-12-20
	218. ALPHABET INC SHS CL C		2017-08-01	2024-12-20
	250. AMENTUM HOLDINGS INC		2023-09-19	2024-12-20
	93. ANALOG DEVICES INC		2024-09-19	2024-12-20
	157. ANALOG DEVICES INC		2023-03-21	2024-12-20
	309. BAXTER INTERNATIONAL INC		2023-01-10	2024-12-20
	228. BAXTER INTERNATIONAL INC		2023-03-21	2024-12-20
	110. DECKERS OUTDOOR CORP		2021-06-10	2024-12-20
	283. EDWARDS LIFESCIENCES CORP		2017-12-13	2024-12-20
	365. INTERPUBLIC GROUP COS INC		2023-06-12	2024-12-20
	21. INTERPUBLIC GROUP COS INC		2023-06-26	2024-12-20
	921. INTERPUBLIC GROUP COS INC		2023-09-19	2024-12-20
	507. LKQ CORP		2023-12-06	2024-12-20
	109. ROCKWELL INTL CORP		2017-12-13	2024-12-20
	39. ROCKWELL INTL CORP		2018-12-06	2024-12-20
	34. STARBUCKS CORP COM		2020-06-04	2024-12-20
	6. STARBUCKS CORP COM		2022-05-18	2024-12-20
	371. STARBUCKS CORP COM		2020-04-13	2024-12-20
	180. STARBUCKS CORP COM		2020-03-13	2024-12-20
	1. STARBUCKS CORP COM		2018-12-28	2024-12-20
	19. STARBUCKS CORP COM		2020-03-16	2024-12-20
	50. STARBUCKS CORP COM		2017-10-11	2024-12-20
	52. STARBUCKS CORP COM		2017-09-05	2024-12-20
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	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	50,000	50,000
b	41,828	27,706	14,122
c	33,931	7,190	26,741
d	9,300	15,695	-6,395
e	7,226	8,460	-1,234
	13,181	9,399	3,782
	3,862	2,952	910
	30,541	20,050	10,491
	31,357	14,903	16,454
	50,598	20,896	29,702
	79,789	45,199	34,590
	34,392	12,207	22,185
	2,984	3,412	-428
	389,597	354,655	34,942
	676,647	650,000	26,647
	25,000	24,393	607
	25,000	23,517	1,483
	50,000	49,416	584
	100,000	103,439	-3,439
	3,618	3,408	210
	4,328	3,544	784
	7,277	1,267	6,010
	7,626	1,903	5,723
	4,190	3,017	1,173
	3,156	2,595	561
	8,721	6,070	2,651
	4,286	2,928	1,358
	4,375	3,427	948
	4,871	3,644	1,227
	3,673	1,119	2,554
	4,831	3,654	1,177
	4,241	1,390	2,851
	7,627	2,394	5,233
	2,694	878	1,816
	898	264	634
	4,857	4,648	209
	3,145	3,061	84
	10,256	8,498	1,758
	3,740	3,390	350
	32,931	1,006	31,925
	3,425	3,304	121
	3,212	2,522	690
	4,035	3,648	387
	5,270	1,978	3,292
	3,085	3,836	-751
	5,084	4,852	232
	3,400	3,686	-286
	2,997	4,604	-1,607
	1,558	1,921	-363
	4,900	1,007	3,893
	3,238	1,941	1,297
	16,542	2,906	13,636
	3,354	2,425	929
	3,911	4,591	-680
	3,678	3,787	-109
	3,597	2,956	641
	3,531	1,074	2,457
	2,803	2,171	632
	3,606	3,032	574
	3,923	3,393	530
	4,096	2,963	1,133
	52,485	28,403	24,082
	5,900	9,892	-3,992
	116	191	-75
	28,692	41,962	-13,270
	4,281	6,013	-1,732
	25,886	26,772	-886
	9,587	10,902	-1,315
	2,369	2,306	63
	3,722	3,547	175
	53,544	1,725	51,819
	36,604	34,632	1,972
	29,304	32,310	-3,006
	21,835	23,178	-1,343
	100,000	105,708	-5,708
	50,000	50,000
	4,617	4,273	344
	3,133	884	2,249
	4,531	3,463	1,068
	28,438	19,774	8,664
	3,647	596	3,051
	6,389	5,808	581
	5,228	4,719	509
	26,720	22,481	4,239
	23,924	32,473	-8,549
	15,891	19,393	-3,502
	1,954	2,763	-809
	1,018	1,059	-41
	22,477	15,176	7,301
	8,092	4,252	3,840
	44,050	52,195	-8,145
	3,917	2,404	1,513
	18,988	654	18,334
	37,264	42,064	-4,800
	47,821	51,735	-3,914
	3,528	3,537	-9
	24,216	21,429	2,787
	3,647	1,279	2,368
	3,806	3,082	724
	19,104	21,668	-2,564
	5,731	6,492	-761
	27,137	23,531	3,606
	26,051	22,200	3,851
	50,000	50,015	-15
	50,000	49,953	47
	4,925	4,748	177
	3,780	2,957	823
	3,814	1,368	2,446
	3,192	884	2,308
	1,659	718	941
	4,005	1,342	2,663
	7,488	2,096	5,392
	1,813	1,119	694
	1,868	478	1,390
	2,251	1,406	845
	1,104	1,157	-53
	2,917	447	2,470
	1,278	430	848
	3,902	3,615	287
	3,641	2,514	1,127
	2,535	1,723	812
	1,386	1,903	-517
	963	1,308	-345
	3,071	1,550	1,521
	2,804	3,814	-1,010
	2,081	1,262	819
	2,781	3,693	-912
	1,306	790	516
	2,645	1,606	1,039
	2,800	1,551	1,249
	1,434	1,784	-350
	1,937	1,753	184
	4,880	1,496	3,384
	3,784	2,910	874
	2,164	2,036	128
	3,917	1,890	2,027
	2,636	1,111	1,525
	3,686	1,285	2,401
	2,280	1,196	1,084
	2,679	2,339	340
	4,012	2,274	1,738
	3,843	2,752	1,091
	1,446	1,022	424
	2,200	1,848	352
	1,373	914	459
	4,086	3,025	1,061
	1,190	280	910
	2,304	2,145	159
	1,377	1,134	243
	1,218	1,621	-403
	2,202	1,731	471
	1,299	1,504	-205
	3,559	2,806	753
	918	999	-81
	2,566	2,272	294
	1,568	396	1,172
	1,700	1,493	207
	2,336	2,813	-477
	1,112	884	228
	21,848	21,913	-65
	437	369	68
	1,129	1,031	98
	1,084	1,127	-43
	3,102	90	3,012
	2,218	1,905	313
	1,009	701	308
	2,644	2,977	-333
	1,893	1,912	-19
	2,095	1,824	271
	4,178	1,241	2,937
	1,741	1,657	84
	3,647	2,437	1,210
	2,442	3,010	-568
	2,617	1,037	1,580
	11,667	2,923	8,744
	1,834	1,613	221
	4,342	2,773	1,569
	1,631	1,264	367
	3,612	1,021	2,591
	1,697	1,390	307
	2,630	1,479	1,151
	1,708	730	978
	4,705	4,144	561
	1,189	1,192	-3
	5,548	4,739	809
	2,189	1,423	766
	2,713	1,598	1,115
	1,556	1,212	344
	3,082	2,571	511
	2,370	1,839	531
	1,061	808	253
	2,776	2,755	21
	1,404	692	712
	1,942	984	958
	3,901	1,789	2,112
	2,627	470	2,157
	3,218	1,509	1,709
	912	876	36
	2,032	3,521	-1,489
	1,733	1,843	-110
	4,923	1,365	3,558
	8,715	2,388	6,327
	3,379	888	2,491
	4,297	3,559	738
	6,046	931	5,115
	22,703	3,428	19,275
	5,247	2,584	2,663
	4,763	4,383	380
	3,941	1,890	2,051
	3,985	4,331	-346
	7,455	4,135	3,320
	9,524	10,494	-970
	4,749	1,274	3,475
	5,754	7,274	-1,520
	5,657	6,605	-948
	3,101	2,586	515
	1,341	1,108	233
	15,198	1,124	14,074
	5,057	4,860	197
	5,126	3,379	1,747
	5,198	2,930	2,268
	4,340	3,393	947
	3,930	2,252	1,678
	40,705	13,412	27,293
	51,228	50,516	712
	41,919	10,184	31,735
	4,687	5,978	-1,291
	19,719	21,515	-1,796
	33,288	29,628	3,660
	9,230	14,004	-4,774
	6,810	9,013	-2,203
	23,334	5,970	17,364
	21,211	10,915	10,296
	10,619	14,430	-3,811
	611	786	-175
	26,795	27,895	-1,100
	18,730	23,099	-4,369
	31,704	20,955	10,749
	11,344	6,461	4,883
	3,020	2,686	334
	533	437	96
	32,952	26,551	6,401
	15,987	11,734	4,253
	89	64	25
	1,688	1,150	538
	4,441	2,773	1,668
	4,619	2,848	1,771
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585
			1,585

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
b			14,122
c			26,741
d			-6,395
e			-1,234
			3,782
			910
			10,491
			16,454
			29,702
			34,590
			22,185
			-428
			34,942
			26,647
			607
			1,483
			584
			-3,439
			210
			784
			6,010
			5,723
			1,173
			561
			2,651
			1,358
			948
			1,227
			2,554
			1,177
			2,851
			5,233
			1,816
			634
			209
			84
			1,758
			350
			31,925
			121
			690
			387
			3,292
			-751
			232
			-286
			-1,607
			-363
			3,893
			1,297
			13,636
			929
			-680
			-109
			641
			2,457
			632
			574
			530
			1,133
			24,082
			-3,992
			-75
			-13,270
			-1,732
			-886
			-1,315
			63
			175
			51,819
			1,972
			-3,006
			-1,343
			-5,708

			344
			2,249
			1,068
			8,664
			3,051
			581
			509
			4,239
			-8,549
			-3,502
			-809
			-41
			7,301
			3,840
			-8,145
			1,513
			18,334
			-4,800
			-3,914
			-9
			2,787
			2,368
			724
			-2,564
			-761
			3,606
			3,851
			-15
			47
			177
			823
			2,446
			2,308
			941
			2,663
			5,392
			694
			1,390
			845
			-53
			2,470
			848
			287
			1,127
			812
			-517
			-345
			1,521
			-1,010
			819
			-912
			516
			1,039
			1,249
			-350
			184
			3,384
			874
			128
			2,027
			1,525
			2,401
			1,084
			340
			1,738
			1,091
			424
			352
			459
			1,061
			910
			159
			243
			-403
			471
			-205
			753
			-81
			294
			1,172
			207
			-477
			228
			-65
			68
			98
			-43
			3,012
			313
			308
			-333
			-19
			271
			2,937
			84
			1,210
			-568
			1,580
			8,744
			221
			1,569
			367
			2,591
			307
			1,151
			978
			561
			-3
			809
			766
			1,115
			344
			511
			531
			253
			21
			712
			958
			2,112
			2,157
			1,709
			36
			-1,489
			-110
			3,558
			6,327
			2,491
			738
			5,115
			19,275
			2,663
			380
			2,051
			-346
			3,320
			-970
			3,475
			-1,520
			-948
			515
			233
			14,074
			197
			1,747
			2,268
			947
			1,678
			27,293
			712
			31,735
			-1,291
			-1,796
			3,660
			-4,774
			-2,203
			17,364
			10,296
			-3,811
			-175
			-1,100
			-4,369
			10,749
			4,883
			334
			96
			6,401
			4,253
			25
			538
			1,668
			1,771

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	637,393
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	11,459
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	11,459
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	11,459
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	9,500
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	9,500
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	1,959
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax0	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

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

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

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

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

(1) On the foundation. right arrow

$ (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 Click to see attachment

List of Attached Documents:

// Content

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

Yes

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

Yes

Website address right arrow

NONE

The books are in care of right arrow

BANK OF AMERICA NA Telephone no. right arrow

(888) 866-3275

Located at right arrow

PO BOX 653067DALLASTX ZIP+4 right arrow

752653067

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

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

16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow

Form 990-PF (2024)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

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

Yes

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

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

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

Yes

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

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

1a(5)

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

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

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

1a(6)

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

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

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

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

that were not corrected before the first day of the tax year beginning in 2024? .............

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

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

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

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

If "Yes," list the years right arrow

20, 20, 20, 20

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

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

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

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2024.) .....................

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

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

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

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

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

5a(2)

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

5a(3)

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

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

5a(4)

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

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

5a(5)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Part VII

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

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

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)
RICHARD E GORDON	DIRECTOR 1	0
143 OLD MORRIS TRAIL WHITEFISH,MT59937	DIRECTOR 1	0
PATTI E PASTOR	DIRECTOR 1	0
PO BOX 243 BIGFORK,MT59911	DIRECTOR 1	0
MONICA PASTOR	DIRECTOR 1	25,000
PO BOX 55 WHITEFISH,MT59937	DIRECTOR 1	25,000

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

16,340,018

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

125,737

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

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

16,465,755

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

16,465,755

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

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

246,986

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

16,218,769

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

810,938

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

810,938

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

11,459

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

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

11,459

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

799,479

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

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

799,479

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

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

799,479

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 ..........

704,868

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. .......

704,868

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					799,479
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				678,411
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: $ 704,868
a Applied to 2023, but not more than line 2a				678,411
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.....					26,457
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 ..........					773,022
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).)

ADELYN LUTHER DECEASED

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

NONE

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

Check here right arrow

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
WHITEFISH COMMUNITY FOUNDATION 214 2ND ST W WHITEFISH,MT59937	N/A	PC	CIRCLE OF GIVING SUPPORT	25,000
MAYO CLINIC 200 1ST ST SW W4 ROCHESTER,MN55905	N/A	PC	UNRESTRICTED GENERAL	80,000
DUKE UNIVERSITY 450 RESEARCH DR DURHAM,NC27701	N/A	PC	UNRESTRICTED GENERAL	75,000
MONTANA LAND RELIANCE PO BOX 355 HELENA,MT59624	N/A	PC	UNRESTRICTED GENERAL	25,000
IMAGINE IF LIBRARY FOUNDATION 44 2ND AVE W KALISPELL,MT59901	N/A	PC	BIGFORK LIBRARY CAPITAL	150,000
WHITEFISH COMMUNITY FOUNDATION 214 2ND ST W WHITEFISH,MT59937	N/A	PC	FOR THE AGL FOUNDATION FUND	300,311
BLAINE COUNTY EDUCATION FOUNDATION PO BOX 253 HAILEY,ID83333	N/A	PC	UNRESTRICTED GENERAL	23,100
Total ................................. 3a				678,411

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 ...........
4 Dividends and interest from securities ....			14	311,719
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	637,393
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) ..				949,112

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

949,112

(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

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
CSC - STATUTORY REPRESENTATION	657	657
USPS PO BOX ANNUAL RENTAL	200	200
BUSINESS CARD FEE	1	0

Description	Amount
NET INCOME ADJUSTMENT	3,066
NET YEAREND SALES ADJUSTMENT	11,314
NET ROUNDING	10
PURCHASED ACCRUED INTEREST - 2023	134

Category	Amount	Net Investment Income
EXCISE TAX - PRIOR YEAR	1,223	0
EXCISE TAX ESTIMATES	9,500	0
FOREIGN TAXES ON QUALIFIED FOR	1,391	1,391
FOREIGN TAXES ON NONQUALIFIED	892	892

Description	Amount
BASIS ADJUSTMENT - SALES	285
PURCHASED ACCRUED INTEREST - 2024	446
ROC BASIS ADJUSTMENT	127