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
NAHIKIAN FAMILY FDN
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 505 MAC H0006-092
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAINT LOUIS, MO63166
A Employer identification number

25-6882634
B Telephone number (see instructions)

(888) 730-4933
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,957,320
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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 107,843 106,391  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 210,670
b Gross sales price for all assets on line 6a 2,198,345
7 Capital gain net income (from Part IV, line 2)... 210,670
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........ 318,513 317,061  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 36,123 27,092   9,031
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)....... 1,485 0 0 1,485
c Other professional fees (attach schedule).... 4,256 1,291   2,965
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 2,364 1,762   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)....... 21 21    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 44,249 30,166 0 13,481
25 Contributions, gifts, grants paid....... 122,500 122,500
26 Total expenses and disbursements. Add lines 24 and 25 166,749 30,166 0 135,981
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 151,764
b Net investment income (if negative, enter -0-) 286,895
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............. 660 4,233 4,233
2 Savings and temporary cash investments......... 113,733 64,270 64,270
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)....... 531,494 Click to see attachment
List of Attached Documents:
// Content
675,863
1,142,580
c Investments—corporate bonds (attach schedule)....... 808,034    
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).......... 817,476 Click to see attachment
List of Attached Documents:
// Content
1,677,315
1,746,237
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,271,397 2,421,681 2,957,320
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........ 2,271,397 2,421,681
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)..... 2,271,397 2,421,681
30 Total liabilities and net assets/fund balances (see instructions). 2,271,397 2,421,681
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
2,271,397
2
Enter amount from Part I, line 27a .....................
2
151,764
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
12
4
Add lines 1, 2, and 3 ..........................
4
2,423,173
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,492
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,421,681
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 49. ABBVIE INC   2021-10-19 2024-02-06
b 11. ADOBE SYS INC   2023-06-23 2024-02-06
c 55. ADVANCED MICRO DEVICES INC     2024-02-06
d 171. ALPHABET INC CL C     2024-02-06
e 172. APPLE INC     2024-02-06
10. BLACKROCK INC     2024-02-06
74. BLACKSTONE INC     2024-02-06
24. BOEING CO     2024-02-06
2. BOOKING HOLDINGS INC   2021-07-15 2024-02-06
14. BROADCOM INC     2024-02-06
43. CELANESE CORP   2023-06-15 2024-02-06
24. CELANESE CORP     2024-02-06
132. CISCO SYSTEMS INC     2024-02-06
136. CITIGROUP INC.     2024-02-06
63. COGNIZANT TECH SOLUTIONS CRP COM     2024-02-06
37. DIAGEO PLC - ADR     2024-02-06
37. ELECTRONIC ARTS INC     2024-02-06
34. META PLATFORMS INC     2024-02-06
1505. FIDELITY NEW MRKTS INC-Z #3323     2024-02-06
11. HOME DEPOT INC   2022-12-06 2024-02-06
303. INTERPUBLIC GROUP COS INC     2024-02-06
69. JPMORGAN CHASE & CO     2024-02-06
10. LAM RESEARCH CORP COM   2018-07-24 2024-02-06
31. ELI LILLY & CO COM     2024-02-06
350. MANULIFE FINANCIAL CORP     2024-02-06
1. MERCK & CO INC NEW   2023-06-15 2024-02-06
76. MERCK & CO INC NEW   2021-10-19 2024-02-06
95. MICROSOFT CORP     2024-02-06
86. MONDELEZ INTERNATIONAL INC     2024-02-06
41. NIKE INC CL B   2017-10-24 2024-02-06
1881. PIMCO COMMODITY REAL RET STRAT-I45   2022-08-11 2024-02-06
21. RTX CORP   2023-02-09 2024-02-06
130. RTX CORP     2024-02-06
265. REGIONS FINL CORP NEW     2024-02-06
3975. T ROWE PR OVERSEAS STOCK-I #521   2021-07-27 2024-02-06
26. STARBUCKS CORP COM   2023-06-15 2024-02-06
5534. TCW EMRG MRKTS INC-PLAN #5721     2024-02-06
26. TARGET CORP     2024-02-06
5. THERMO FISHER SCIENTIFIC INC   2023-06-15 2024-02-06
7. THERMO FISHER SCIENTIFIC INC   2014-10-09 2024-02-06
21. TORONTO DOMINION BK ONT COM NEW   2023-02-09 2024-02-06
101. TORONTO DOMINION BK ONT COM NEW     2024-02-06
18. TOTAL S.A. - ADR   2023-06-15 2024-02-06
103. TOTAL S.A. - ADR     2024-02-06
710. TOUCHSTONE MID CAP-R6 #355     2024-02-06
65. UNILEVER PLC - ADR   2020-04-06 2024-02-06
12. UNION PACIFIC CORP     2024-02-06
3. UNITED PARCEL SERVICE-CL B   2023-02-09 2024-02-06
38. UNITED PARCEL SERVICE-CL B     2024-02-06
4. UNITEDHEALTH GROUP INC   2023-06-15 2024-02-06
20. UNITEDHEALTH GROUP INC   2014-10-09 2024-02-06
195. VANGUARD MIDCAP VIPER     2024-02-06
9. VISA INC-CLASS A SHRS   2023-02-09 2024-02-06
28. VISA INC-CLASS A SHRS     2024-02-06
23. WASTE MANAGEMENT INC   2020-04-06 2024-02-06
51. EATON CORP PLC     2024-02-06
73. GARMIN LTD   2021-07-27 2024-02-06
43. TE CONNECTIVITY LTD     2024-02-06
15000. ALLY FINANCIAL INC 4.750% 6/09/27   2022-08-31 2024-03-13
20000. AMAZON.COM INC 3.300% 4/13/27   2022-09-01 2024-03-13
20000. APPLE INC 4.000% 5/10/28   2023-05-11 2024-03-13
20000. VR BANK OF AMERICA 1.530% 12/06/25   2022-09-01 2024-03-13
15000. BECTON DICKINSON AND 3.734% 12/15/24   2022-08-31 2024-03-13
20000. BOEING CO 2.196% 2/04/26   2022-09-01 2024-03-13
15000. CIGNA CORP 1.250% 3/15/26   2022-08-31 2024-03-13
15000. CELANESE US HOLDINGS 5.900% 7/05/24   2022-08-31 2024-03-13
15000. COMCAST CORP 3.375% 8/15/25   2022-08-31 2024-03-13
20000. CUMMINS INC 0.750% 9/01/25   2023-05-15 2024-03-13
15000. EQUINIX INC 1.000% 9/15/25   2022-08-31 2024-03-13
15000. META PLATFORMS INC 4.600% 5/15/28   2023-05-15 2024-03-13
15000. GOLDMAN SACHS GROUP 3.500% 4/01/25   2022-08-31 2024-03-13
15000. HP ENTERPRISE CO 1.450% 4/01/24   2022-08-31 2024-03-13
20000. INTERCONTINENTALEXCH 4.000% 9/15/27   2022-09-01 2024-03-13
15000. VR JPMORGAN CHASE & 4.080% 4/26/26   2022-09-01 2024-03-13
15000. MCCORMICK & CO 0.900% 2/15/26   2022-08-31 2024-03-13
20000. VR MORGAN STANLEY 5.050% 1/28/27   2023-02-09 2024-03-13
15000. PPG INDUSTRIES INC 1.200% 3/15/26   2022-09-01 2024-03-13
15000. ROPER TECHNOLOGIES 1.000% 9/15/25   2022-08-31 2024-03-13
20000. ROYAL BANK OF CANADA 4.240% 8/03/27   2022-09-01 2024-03-13
15000. SOUTHERN CO 3.250% 7/01/26   2023-05-15 2024-03-13
20000. TORONTO-DOMINION BAN 3.766% 6/06/25   2022-09-01 2024-03-13
55000. US TREASURY NOTE 2.250% 11/15/27   2023-01-25 2024-03-13
50000. US TREASURY NOTE 2.750% 2/15/28   2023-05-15 2024-03-13
50000. US TREASURY NOTE 2.250% 11/15/24   2022-09-01 2024-03-13
50000. US TREASURY NOTE 2.000% 2/15/25   2022-08-31 2024-03-13
50000. US TREASURY NOTE 0.375% 1/31/26   2022-09-01 2024-03-13
50000. US TREASURY NOTE 0.750% 3/31/26   2022-09-01 2024-03-13
50000. US TREASURY NOTE 0.875% 6/30/26   2022-08-31 2024-03-13
40000. US TREASURY NOTE 1.250% 12/31/26   2022-09-01 2024-03-13
50000. US TREASURY NOTE 3.625% 5/31/28   2023-08-10 2024-03-13
15000. WESTPAC BANKING CORP 5.457% 11/18/27   2022-11-17 2024-03-13
28. ADVANCED MICRO DEVICES INC   2024-03-15 2024-03-26
3. BROADCOM INC   2024-03-15 2024-03-26
29. DIAGEO PLC - ADR   2024-03-15 2024-03-26
53. DIAGEO PLC - ADR     2024-03-26
4. ELI LILLY & CO COM   2024-03-15 2024-03-26
62. NIKE INC CL B   2017-10-24 2024-03-26
17. EATON CORP PLC   2024-03-15 2024-03-26
1. BOOKING HOLDINGS INC   2024-03-15 2024-04-18
2. LAM RESEARCH CORP COM   2024-03-15 2024-04-18
4638. PIMCO COMMODITY REAL RET STRAT-I45     2024-04-18
6256.764 T ROWE PR OVERSEAS STOCK-I #521     2024-04-18
368.236 T ROWE PR OVERSEAS STOCK-I #521     2024-04-18
4. UNITEDHEALTH GROUP INC   2024-03-15 2024-04-18
2. BOOKING HOLDINGS INC     2024-06-11
4. BOOKING HOLDINGS INC   2021-07-15 2024-06-11
4. BROADCOM INC   2024-03-15 2024-06-11
16. ELECTRONIC ARTS INC   2024-04-18 2024-06-11
56. ELECTRONIC ARTS INC   2018-12-21 2024-06-11
5. LAM RESEARCH CORP COM   2024-03-15 2024-06-11
10. EATON CORP PLC   2024-03-15 2024-06-11
7. EATON CORP PLC   2020-12-10 2024-06-11
14. GARMIN LTD     2024-06-11
11047. BAIRD AGGREGATE BOND FUND-INST 72   2024-02-08 2024-07-23
12. BLACKSTONE INC   2021-07-27 2024-07-23
9. BOEING CO   2024-03-15 2024-07-23
23. COGNIZANT TECH SOLUTIONS CRP COM   2024-03-15 2024-07-23
155. VANGUARD MIDCAP VIPER   2024-03-15 2024-07-23
79. VANGUARD MIDCAP VIPER   2020-04-03 2024-07-23
8416. BAIRD AGGREGATE BOND FUND-INST 72   2024-02-08 2024-09-05
9969. PIMCO TOTAL RET FD-INST #35     2024-09-05
856. PIMCO ENHANCED SHORT MATURITY ETF     2024-09-05
43. ALPHABET INC CL C   2024-09-05 2024-10-21
30. APPLE INC   2024-09-05 2024-10-21
47. BLACKSTONE INC   2021-07-27 2024-10-21
86. BROADCOM INC     2024-10-21
9. META PLATFORMS INC     2024-10-21
475. EMBARK SMALL CAP EQUITY-RTR   2024-09-05 2024-10-21
209. MANULIFE FINANCIAL CORP     2024-10-21
13. MICROSOFT CORP     2024-10-21
102. REGIONS FINL CORP NEW   2024-09-05 2024-10-21
73. TORONTO DOMINION BK ONT COM NEW   2024-03-15 2024-10-21
188. TORONTO DOMINION BK ONT COM NEW     2024-10-21
119. TOUCHSTONE MID CAP-R6 #355     2024-10-21
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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 8,456   5,279 3,177
b 6,670   5,282 1,388
c 9,182   5,398 3,784
d 24,767   7,490 17,277
e 32,430   5,062 27,368
7,809   3,943 3,866
9,050   8,973 77
5,039   3,343 1,696
7,294   4,332 2,962
17,049   3,935 13,114
6,412   4,961 1,451
3,579   2,301 1,278
6,601   5,043 1,558
7,380   9,193 -1,813
4,941   3,619 1,322
5,547   4,564 983
4,987   3,760 1,227
15,548   12,026 3,522
18,361   22,562 -4,201
3,903   3,495 408
9,976   9,959 17
12,007   7,465 4,542
8,273   1,735 6,538
21,699   2,472 19,227
7,776   6,116 1,660
127   109 18
9,623   5,980 3,643
38,324   5,342 32,982
6,458   3,705 2,753
4,188   2,189 1,999
23,983   37,752 -13,769
1,939   2,047 -108
12,003   11,265 738
4,705   5,806 -1,101
48,853   52,117 -3,264
2,474   2,636 -162
34,975   44,502 -9,527
3,732   2,085 1,647
2,789   2,641 148
3,904   827 3,077
1,257   1,442 -185
6,045   5,759 286
1,165   1,058 107
6,669   4,325 2,344
37,183   22,629 14,554
3,239   3,217 22
2,992   1,218 1,774
436   555 -119
5,519   4,183 1,336
2,040   1,873 167
10,201   1,705 8,496
45,102   31,691 13,411
2,484   2,065 419
7,728   5,240 2,488
4,346   2,099 2,247
13,751   6,959 6,792
8,835   11,194 -2,359
6,085   4,887 1,198
14,613   14,693 -80
19,246   19,452 -206
19,658   20,204 -546
19,403   18,640 763
14,777   14,889 -112
18,767   18,241 526
13,880   13,555 325
14,972   15,136 -164
14,664   14,787 -123
18,808   18,432 376
14,057   13,552 505
15,003   15,140 -137
14,693   14,682 11
14,962   14,432 530
19,413   19,611 -198
14,770   14,776 -6
13,843   13,412 431
19,972   20,023 -51
13,889   13,432 457
14,076   13,620 456
19,555   19,659 -104
14,394   14,336 58
19,658   19,721 -63
51,227   51,835 -608
47,273   48,361 -1,088
49,025   48,684 341
48,615   48,318 297
46,188   44,922 1,266
46,311   45,355 956
46,102   45,486 616
36,734   36,453 281
48,813   48,916 -103
15,308   15,292 16
5,026   5,378 -352
4,098   3,718 380
4,266   4,304 -38
7,796   5,887 1,909
3,097   3,022 75
5,779   3,311 2,468
5,300   5,091 209
3,470   3,436 34
1,818   1,819 -1
62,242   86,007 -23,765
77,897   78,100 -203
4,585   4,527 58
1,949   1,958 -9
7,559   6,027 1,532
15,118   8,664 6,454
5,726   4,957 769
2,168   2,027 141
7,590   4,284 3,306
4,941   4,548 393
3,190   2,995 195
2,233   809 1,424
2,252   2,068 184
107,929   107,371 558
1,718   1,318 400
1,612   1,656 -44
1,708   1,731 -23
38,835   37,551 1,284
19,794   9,852 9,942
84,749   81,798 2,951
87,927   84,613 3,314
85,769   85,739 30
7,121   6,828 293
7,086   6,677 409
8,025   5,141 2,884
15,426   12,498 2,928
5,160   4,592 568
5,187   5,011 176
6,258   5,364 894
5,422   5,565 -143
2,405   2,334 71
4,134   4,387 -253
10,647   10,481 166
6,900   6,666 234
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
      7,823
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       3,177
b       1,388
c       3,784
d       17,277
e       27,368
      3,866
      77
      1,696
      2,962
      13,114
      1,451
      1,278
      1,558
      -1,813
      1,322
      983
      1,227
      3,522
      -4,201
      408
      17
      4,542
      6,538
      19,227
      1,660
      18
      3,643
      32,982
      2,753
      1,999
      -13,769
      -108
      738
      -1,101
      -3,264
      -162
      -9,527
      1,647
      148
      3,077
      -185
      286
      107
      2,344
      14,554
      22
      1,774
      -119
      1,336
      167
      8,496
      13,411
      419
      2,488
      2,247
      6,792
      -2,359
      1,198
      -80
      -206
      -546
      763
      -112
      526
      325
      -164
      -123
      376
      505
      -137
      11
      530
      -198
      -6
      431
      -51
      457
      456
      -104
      58
      -63
      -608
      -1,088
      341
      297
      1,266
      956
      616
      281
      -103
      16
      -352
      380
      -38
      1,909
      75
      2,468
      209
      34
      -1
      -23,765
      -203
      58
      -9
      1,532
      6,454
      769
      141
      3,306
      393
      195
      1,424
      184
      558
      400
      -44
      -23
      1,284
      9,942
      2,951
      3,314
      30
      293
      409
      2,884
      2,928
      568
      176
      894
      -143
      71
      -253
      166
      234
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 210,670
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 3,988
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,988
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,988
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 740
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.............. 7 740
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 3,248
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 arrowSC
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. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowWELLS FARGO BANK NA Telephone no.right arrow (800) 352-3705

Located atright arrow100 N MAIN ST FL 5D4001-052LAS VEGASNV ZIP+4right arrow89118
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)
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)
 
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
 
No
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
EDWIN H NAHIKIAN COMMITTEE MEMBER
1
0    
100 N MAIN ST FL 5D4001-052
WINSTON SALEM,NC27101
GLENN E NAHIKIAN COMMITTEE MEMBER
1
0    
100 N MAIN ST FL 5D4001-052
WINSTON SALEM,NC27101
KURT NAHIKIAN COMMITTEE MEMBER
1
0    
100 N MAIN ST FL 5D4001-052
WINSTON SALEM,NC27101
WELLS FARGO BANK N A TRUSTEE
1
36,123    
100 N MAIN ST FL 5D4001-052
WINSTONSALEM,NC27101
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
2,850,050
b
Average of monthly cash balances.......................
1b
120,127
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,970,177
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,970,177
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
44,553
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,925,624
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
146,281
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
146,281
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,988
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,988
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
142,293
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
142,293
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
142,293
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
135,981
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
135,981
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 7 142,293
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 122,225
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: right arrow$ 135,981
a Applied to 2023, but not more than line 2a 122,225
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..... 13,756
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 ..........
128,537
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)
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).)
NONE
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 e-mail address of the person to whom applications should be addressed:
THE NAHIKIAN FDN CO WELLS FARGO BA
320 BROAD ST
CHARLESTON,SC29401
(800) 280-1550
bThe form in which applications should be submitted and information and materials they should include:
LETTER FORM
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

STEPHEN SILLER TUNNEL TO TOWERS
FOUNDATION
2361 HYLAN BOULEVARD
STATEN ISLAND,NY103063159
NONE PC GENERAL OPERATING 7,500

WOUNDED WARRIOR PROJECT INC

4899 BELFORT ROAD SUITE 300
JACKSONVILLE,FL32256
NONE PC GENERAL OPERATING 7,500

THE WAY 2 SERVE INC

1310 MCCOY ST
OPELIKA,AL36801
NONE PC GENERAL OPERATING 15,000

HUMANE SOCIETY OF WEST MICHIGAN

3077 WILSON DRIVE NW
GRAND RAPIDS,MI49534
NONE PC GENERAL OPERATING PURPOSES 15,000

ALPHA GRAND RAPIDS

1725 DIVISION AVE S
GRAND RAPIDS,MI495071603
NONE PC GENERAL OPERATING 5,000

EXODUS RANCH

600 ANDREWS ROAD
OPELIKA,AL36801
NONE PC GENERAL OPERATING 15,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL
INC
501 ST JUDE PLACE
MEMPHIS,TN38105
NONE PC GENERAL OPERATING 7,500

EASTERSEALS CAMP ASCCA

PO BOX 21
JACKSONS GAP,AL368610021
NONE PC GENERAL OPERATING 7,500

NATIONAL DISASTER SEARCH DOG FOUNDATION
INC
6800 WHEELER CANYON ROAD
SANTA PAULA,CA93060
NONE PC GENERAL PURPOSE 10,000

FREEDOM SUMMIT ADVENTURES INC

212 PARK STREET
BELLAIRE,MI49615
NONE PC GENERAL OPERATING 30,000

TAPS DRILL

600 HIGHLAND WOODS DRIVE EAST
MOBILE,AL36608
NONE PC GENERAL OPERATING 2,500
Total .................................right arrow 3a 122,500
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 ...........
         
4 Dividends and interest from securities ....     14 107,843  
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 ............
    18 210,670  
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) ..   318,513  
13Total. Add line 12, columns (b), (d), and (e)..................
13
318,513
(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

TY 2024 AccountingFeesSchedule
Name:
NAHIKIAN FAMILY FDN
EIN:
25-6882634
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,485     1,485

TY 2024 InvestmentsCorpBondsSchedule
Name:
NAHIKIAN FAMILY FDN
EIN:
25-6882634
Name of Bond End of Year Book Value End of Year Fair Market Value
579780AR8 MCCORMICK & CO    
02005NBQ2 ALLY FINANCIAL INC    
097023DG7 BOEING CO    
45866FAU8 INTERCONTINENTALEXCH    
89115A2A9 TORONTO-DOMINION BAN    
91282CDQ1 US TREASURY NOTE 1.2    
42824CBJ7 HP ENTERPRISE CO    
29444UBK1 EQUINIX INC    
15089QAR5 CELANESE US HOLDINGS    
912828J27 US TREASURY NOTE 2.0    
91282CCJ8 US TREASURY NOTE    
20030NBN0 COMCAST CORP    
693506BU0 PPG INDUSTRIES INC    
91282CBT7 US TREASURY NOTE    
06051GKE8 VR BANK OF AMERICA    
91282CBH3 US TREASURY NOTE    
776743AM8 ROPER TECHNOLOGIES    
78016FZS6 ROYAL BANK OF CANADA    
075887BF5 BECTON DICKINSON AND    
125523CP3 CIGNA CORP    
38141GXJ8 GOLDMAN SACHS GROUP    
023135CF1 AMAZON.COM INC    
46647PCZ7 VR JPMORGAN CHASE &    
961214FK4 WESTPAC BANKING CORP    
912828G38 US TREASURY NOTE 2.2    
037833ET3 APPLE INC    
231021AU0 CUMMINS INC    
30303M8L9 META PLATFORMS INC    
61747YEZ4 VR MORGAN STANLEY 5.    
842587CV7 SOUTHERN CO    
9128283F5 US TREASURY NOTE    
9128283W8 US TREASURY NOTE    
91282CHE4 US TREASURY NOTE    

TY 2024 InvestmentsCorpStockSchedule
Name:
NAHIKIAN FAMILY FDN
EIN:
25-6882634
Name of Stock End of Year Book Value End of Year Fair Market Value
285512109 ELECTRONIC ARTS INC    
037833100 APPLE INC 31,021 106,429
09247X101 BLACKROCK INC    
654106103 NIKE INC CL B    
89151E109 TOTALENERGIES SE -SP 22,015 24,307
02079K107 ALPHABET INC CL C 25,869 76,747
25243Q205 DIAGEO PLC - ADR    
594918104 MICROSOFT CORP 36,588 96,945
11135F101 BROADCOM INC 7,311 55,178
150870103 CELANESE CORP 13,393 10,658
92826C839 VISA INC-CLASS A SHR 16,672 25,915
G29183103 EATON CORP PLC 10,907 24,890
75513E101 RTX CORP 17,399 22,334
192446102 COGNIZANT TECH SOLUT 9,415 11,843
911312106 UNITED PARCEL SERVIC 12,464 13,367
904767704 UNILEVER PLC - ADR 12,593 14,345
91324P102 UNITEDHEALTH GROUP I 15,886 30,857
609207105 MONDELEZ INTERNATION 10,031 11,647
883556102 THERMO FISHER SCIENT 6,772 13,526
891160509 TORONTO DOMINION BK    
87612E106 TARGET CORP 5,469 8,111
94106L109 WASTE MANAGEMENT INC 11,320 17,152
H84989104 TE CONNECTIVITY LTD    
097023105 BOEING CO 15,436 18,231
512807108 LAM RESEARCH CORP CO    
46625H100 JPMORGAN CHASE & CO 19,164 42,189
532457108 ELI LILLY & CO COM 14,020 33,196
17275R102 CISCO SYSTEMS INC 11,826 20,424
56501R106 MANULIFE FINANCIAL C 10,454 20,484
58933Y105 MERCK & CO INC NEW 13,237 18,802
172967424 CITIGROUP INC. 19,436 24,918
907818108 UNION PACIFIC CORP 7,869 13,226
30303M102 META PLATFORMS INC 25,589 55,038
H2906T109 GARMIN LTD 13,163 22,689
00287Y109 ABBVIE INC 14,626 19,369
09260D107 BLACKSTONE INC 15,425 23,449
460690100 INTERPUBLIC GROUP CO    
09857L108 BOOKING HOLDINGS INC    
7591EP100 REGIONS FINL CORP NE 13,474 16,370
437076102 HOME DEPOT INC 16,615 19,450
00724F101 ADOBE INC 17,361 15,564
007903107 ADVANCED MICRO DEVIC 15,366 15,944
580135101 MCDONALDS CORP 19,306 19,423
855244109 STARBUCKS CORP COM 13,586 12,866
023135106 AMAZON COM INC COM 36,365 41,245
032654105 ANALOG DEVICES INC 17,196 15,722
09290D101 BLACKROCK FUNDING IN 8,951 19,477
43300A203 HILTON WORLDWIDE HOL 17,155 20,020
49338L103 KEYSIGHT TECHNOLOGIE 11,796 11,083
512807306 LAM RESH CORP 8,765 18,058
867224107 SUNCOR ENERGY INC NE 25,839 27,224
G87052109 TE CONNECTIVITY PLC 8,718 13,868

TY 2024 InvestmentsOtherSchedule2
Name:
NAHIKIAN FAMILY FDN
EIN:
25-6882634
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
77956H435 T ROWE PR OVERSEAS S AT COST 80,765 84,673
722005667 PIMCO COMMODITY REAL AT COST 63,812 63,216
872365713 TCW EMRG MRKTS INC-P AT COST 132,682 119,796
46434G103 ISHARES CORE MSCI EM AT COST 61,664 58,225
922908629 VANGUARD MIDCAP VIPE AT COST 44,396 94,030
89155T490 TOUCHSTONE MID CAP-R AT COST 75,641 115,615
31641Q755 FIDELITY NEW MRKTS I AT COST 63,152 58,556
74440Y884 PGIM HIGH YIELD-Q 10 AT COST 92,487 91,436
38147N269 GLDMN SCHS GQG PRT I AT COST 74,743 75,611
057071854 BAIRD AGGREGATE BOND AT COST 357,512 355,793
41152J108 EMBARK COMMODITY STR AT COST 127,991 123,951
41152J306 EMBARK SMALL CAP EQU AT COST 87,204 90,262
46432F842 ISHARES CORE MSCI EA AT COST 84,353 83,703
56063N881 NYLI MACKAY HIGH YIL AT COST 122,961 121,786
693390700 PIMCO TOTAL RET FD-I AT COST 148,999 148,453
74256W584 PRINCIPAL MIDCAP FUN AT COST 58,953 61,131

TY 2024 OtherDecreasesSchedule
Name:
NAHIKIAN FAMILY FDN
EIN:
25-6882634
Description Amount
MUTUAL FUND TIMING ADJ 655
PY RETURN OF CAPITAL ADJUSTMENT 162
ROC ON CY SALES 572
TAX LOT BASIS ADJUSTMENT 103


TY 2024 OtherExpensesSchedule
Name:
NAHIKIAN FAMILY FDN
EIN:
25-6882634
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 21 21   0


TY 2024 OtherIncreasesSchedule
Name:
NAHIKIAN FAMILY FDN
EIN:
25-6882634
Description Amount
ROUNDING 12


TY 2024 OtherProfessionalFeesSchedule
Name:
NAHIKIAN FAMILY FDN
EIN:
25-6882634
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANT ADMIN FEE 2,965     2,965
INVESTMNT MNGMNT FEES (NON-DED 1,291 1,291    


TY 2024 TaxesSchedule
Name:
NAHIKIAN FAMILY FDN
EIN:
25-6882634
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,572 1,572   0
FEDERAL ESTIMATES - PRINCIPAL 602 0   0
FOREIGN TAXES ON NONQUALIFIED 190 190   0