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
LISZ FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 803878
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60680
A Employer identification number

59-2401804
B Telephone number (see instructions)

(312) 630-6000
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$1,788,741J 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... 52,132 52,132  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 48,670
b Gross sales price for all assets on line 6a 439,895
7 Capital gain net income (from Part IV, line 2)... 48,670
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........ 100,802 100,802  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0    
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)....... Click to see attachment
List of Attached Documents:
// Content
2,500 1,250 0 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
8,852 4,691   4,161
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
730 730   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)....... Click to see attachment
List of Attached Documents:
// Content
61     61
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,143 6,671 0 5,472
25 Contributions, gifts, grants paid....... 77,700 77,700
26 Total expenses and disbursements. Add lines 24 and 25 89,843 6,671 0 83,172
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 10,959
b Net investment income (if negative, enter -0-) 94,131
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.............   60,607 60,607
2 Savings and temporary cash investments......... 69,496    
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) 899,095    
b Investments—corporate stock (attach schedule)....... 539,332 Click to see attachment
List of Attached Documents:
// Content
1,011,116 		1,258,283
c Investments—corporate bonds (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
425,715 		407,685
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).......... 42,939 Click to see attachment
List of Attached Documents:
// Content
64,361 		62,166
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) 1,550,862 1,561,799 1,788,741
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........ 1,550,862 1,561,799
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)..... 1,550,862 1,561,799
30 Total liabilities and net assets/fund balances (see instructions). 1,550,862 1,561,799
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
1,550,862
2
Enter amount from Part I, line 27a .....................
2
10,959
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
276
4
Add lines 1, 2, and 3 ..........................
4
1,562,097
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
298
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,561,799
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 8. AGILENT TECHNOLOGIES INC   2024-01-03 2024-01-11
b 2. AGILENT TECHNOLOGIES INC   2024-01-03 2024-03-14
c 6. AGILENT TECHNOLOGIES INC   2023-08-25 2024-11-08
d 14. ALPHABET INC CAP STK USD0.001 CL C   2021-06-10 2024-01-11
e 3. ALPHABET INC CAP STK USD0.001 CL C   2021-06-10 2024-03-14
37. ALPHABET INC CAP STK USD0.001 CL C   2021-06-10 2024-07-08
1. ALPHABET INC CAP STK USD0.001 CL C   2021-06-10 2024-09-12
7. ALPHABET INC CAP STK USD0.001 CL C   2021-06-10 2024-11-08
10. AMAZON COM INC   2021-09-17 2024-01-11
4. AMAZON COM INC   2021-09-17 2024-11-08
1. AMAZON COM INC   2021-09-17 2024-11-14
1. ANALOG DEVICES INC   2022-01-31 2024-01-11
1. ANALOG DEVICES INC   2023-01-12 2024-03-14
3. ANALOG DEVICES INC   2023-01-12 2024-11-08
1. ANALOG DEVICES INC   2022-02-25 2024-11-14
2. BECTON DICKINSON & CO   2021-06-10 2024-03-14
8. BECTON DICKINSON & CO   2024-05-09 2024-06-28
85. BECTON DICKINSON & CO   2021-08-12 2024-06-28
1. BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS'B'   2021-06-10 2024-01-11
2. BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS'B'   2021-06-10 2024-11-08
4. BROOKFIELD CORP VTG SHS CL A   2021-06-10 2024-03-14
10. BROOKFIELD CORP VTG SHS CL A   2021-06-10 2024-11-08
2. BROOKFIELD CORP VTG SHS CL A   2021-06-10 2024-11-14
1. BROOKFIELD ASSET MGMT LTD CL A LTD VTG SHS   2021-06-10 2024-03-14
6. BROOKFIELD ASSET MGMT LTD CL A LTD VTG SHS   2024-05-09 2024-09-13
86. BROOKFIELD ASSET MGMT LTD CL A LTD VTG SHS   2021-06-10 2024-09-13
5. COPART INC   2021-06-10 2024-01-11
5. COPART INC   2023-01-12 2024-03-14
18. COPART INC   2023-01-12 2024-11-08
1. DANAHER CORP   2021-06-10 2024-01-11
1. DANAHER CORP   2021-06-10 2024-11-14
1. DEERE & CO   2024-06-28 2024-11-14
15. DOLLAR TREE INC COM STK   2024-05-09 2024-11-06
144. DOLLAR TREE INC COM STK   2020-11-12 2024-11-06
3. FERGUSON ENTERPRISES INC USD0.0001   2022-10-25 2024-11-08
2. FISERV INC   2020-08-10 2024-01-11
2. FISERV INC   2023-01-12 2024-03-14
9. FISERV INC   2023-01-12 2024-11-08
368. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD   2022-12-08 2024-01-11
951. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD   2023-04-13 2024-05-09
25. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD   2023-06-08 2024-11-08
43. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD   2023-06-08 2024-11-14
40. MFC FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD TR IBOX   2022-03-10 2024-03-14
1. MFC FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD TR IBOXX   2022-03-10 2024-09-12
37. MFC FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD TR IBOX   2022-03-10 2024-11-08
400. MFC ISHARES TRUST CORE US AGGREGATE BD ETF   2021-01-21 2024-03-14
502. MFC ISHARES TRUST CORE US AGGREGATE BD ETF   2022-04-07 2024-05-09
171. MFC ISHARES TRUST CORE US AGGREGATE BD ETF   2023-04-13 2024-09-12
42. MFC ISHARES TRUST CORE US AGGREGATE BD ETF   2023-04-13 2024-11-08
196. MFC ISHARES TRUST CORE US AGGREGATE BD ETF   2023-06-08 2024-11-14
3. KEYSIGHT TECHNOLOGIES INC COM   2024-07-17 2024-09-12
4. KEYSIGHT TECHNOLOGIES INC COM   2024-07-17 2024-11-08
5. LIBERTY BROADBAND CORP COM SER C COM SERC   2021-06-10 2024-11-08
1. LOWES COMPANIES INC   2021-06-10 2024-01-11
6. LOWES COMPANIES INC   2021-06-10 2024-11-08
1. MARSH & MCLENNAN COS INC   2021-06-10 2024-03-14
4. MARSH & MCLENNAN COS INC   2021-06-10 2024-11-08
1. NIKE INC CLASS B   2022-04-12 2024-03-14
1. NIKE INC CLASS B   2022-04-12 2024-09-12
5. NIKE INC CLASS B   2022-04-12 2024-11-14
5. NORTHERN FUNDS SM CAP CORE FD CL K   2022-02-25 2024-09-12
106. NORTHERN FUNDS SM CAP CORE FD CL K   2022-02-25 2024-11-08
19. NORTHERN FUNDS SM CAP CORE FD CL K   2022-02-25 2024-11-14
54. MFB NORTHERN MULTI MANAGER GLOBAL LISTEDINFRASTRUCTURE FUND   2022-06-09 2024-03-14
200. MFB NORTHERN MULTI MANAGER GLOBAL LISTEDINFRASTRUCTURE FUND   2022-06-09 2024-11-08
1124. MFB NORTHERN FUNDS MULTI MANAGER HIGH YIELD OPPORTUNITY FUND   2021-08-12 2024-03-14
1050. MFB NORTHERN FUNDS MULTI MANAGER HIGH YIELD OPPORTUNITY FUND   2015-10-20 2024-11-08
25. MFB NORTHN FDS MULTI-MANAGER EMERGING MKTS EQTY FD   2023-01-12 2024-09-12
394. MFB NORTHN FDS MULTI-MANAGER EMERGING MKTS EQTY FD   2023-01-12 2024-11-08
68. MFB NORTHN FDS MULTI-MANAGER EMERGING MKTS EQTY FD   2023-01-12 2024-11-14
240. MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD   2019-12-09 2024-11-08
1223. MFB NORTHN MULTI-MANAGER INTL EQTY FD FD   2023-01-12 2024-09-12
1062. MFB NORTHN MULTI-MANAGER INTL EQTY FD FD   2022-12-08 2024-11-08
1981. MFB NORTHN MULTI-MANAGER INTL EQTY FD FD   2022-12-08 2024-11-14
559. MFB NORTHERN FDS FIXED INCOME FD   2020-05-18 2024-09-12
194. MFB NORTHERN FDS FIXED INCOME FD   2020-05-18 2024-11-08
932. MFB NORTHERN FDS FIXED INCOME FD   2020-05-18 2024-11-14
3. PACCAR INC   2021-06-10 2024-01-11
12. PACCAR INC   2021-06-10 2024-11-08
1. PARKER HANNIFIN CORP   2021-10-27 2024-03-14
13. PARKER HANNIFIN CORP   2021-10-27 2024-10-14
1. PARKER HANNIFIN CORP   2021-10-27 2024-11-08
1. PROGRESSIVE CORP OHIO   2023-01-12 2024-03-14
5. PROGRESSIVE CORP OHIO   2023-01-12 2024-09-16
5. PROGRESSIVE CORP OHIO   2021-06-10 2024-11-08
3. CHARLES SCHWAB CORP NEW   2024-01-11 2024-03-14
8. CHARLES SCHWAB CORP NEW   2023-03-15 2024-11-08
4. CHARLES SCHWAB CORP NEW   2023-03-15 2024-11-14
6. STARBUCKS CORP   2024-04-19 2024-11-08
4. TJX COS INC NEW   2023-01-12 2024-03-14
122. TJX COS INC NEW   2021-06-10 2024-07-17
2. TJX COS INC NEW   2021-06-10 2024-09-12
5. TJX COS INC NEW   2021-06-10 2024-11-08
1. TEXAS INSTRUMENTS INC   2023-07-20 2024-03-14
5. TEXAS INSTRUMENTS INC   2023-07-20 2024-11-08
5. US BANCORP DEL NEW   2021-06-10 2024-03-14
16. US BANCORP DEL NEW   2021-06-10 2024-11-08
39. MFO VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL   2022-03-10 2024-03-14
1. MFO VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL   2022-03-10 2024-09-12
25. MFO VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL   2022-03-10 2024-11-08
1. VISA INC CLASS A SHARES   2021-12-20 2024-01-11
1. VISA INC CLASS A SHARES   2021-12-20 2024-03-14
4. VISA INC CLASS A SHARES   2021-12-20 2024-11-08
4. ARCH CAP GROUP LTD ORD   2022-08-02 2024-01-11
5. ARCH CAP GROUP LTD ORD   2023-01-12 2024-03-14
9. ARCH CAP GROUP LTD ORD   2023-01-12 2024-09-16
22. ARCH CAP GROUP LTD ORD   2022-08-02 2024-11-08
1. ACCENTURE PLC CLS A   2021-06-10 2024-01-11
1. ACCENTURE PLC CLS A   2021-06-10 2024-03-14
2. ACCENTURE PLC CLS A   2021-06-10 2024-09-16
2. ACCENTURE PLC CLS A   2021-06-10 2024-11-08
1. #REORG FERGUSON MERGER FERGUSON 2Z11AF4 08-01-2024   2022-10-25 2024-03-14
3. ALCON AG COM USD0.04 WI   2023-01-12 2024-03-14
9. ALCON AG COM USD0.04 WI   2021-06-10 2024-11-08
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,027   1,062 -35
b 290   265 25
c 819   723 96
d 1,998   1,759 239
e 433   377 56
7,057   4,650 2,407
154   126 28
1,260   880 380
1,536   1,736 -200
836   695 141
213   174 39
186   162 24
194   169 25
677   492 185
212   161 51
474   479 -5
1,868   1,879 -11
19,845   20,324 -479
362   288 74
927   575 352
164   162 2
570   405 165
117   81 36
41   37 4
268   240 28
3,845   3,209 636
236   154 82
282   156 126
1,015   556 459
227   217 10
239   217 22
393   375 18
919   1,834 -915
8,819   13,474 -4,655
618   328 290
271   199 72
300   205 95
1,908   899 1,009
14,494   16,196 -1,702
40,517   39,965 552
990   1,020 -30
1,661   1,755 -94
944   1,054 -110
24   26 -2
880   975 -95
38,843   46,909 -8,066
48,421   55,619 -7,198
17,342   17,470 -128
4,135   4,202 -67
19,173   19,399 -226
444   441 3
658   588 70
487   809 -322
219   189 30
1,625   1,134 491
208   139 69
903   557 346
101   125 -24
78   125 -47
382   626 -244
144   137 7
3,425   2,914 511
599   522 77
636   673 -37
2,486   2,494 -8
9,453   10,716 -1,263
8,957   9,985 -1,028
378   339 39
6,154   5,339 815
1,024   921 103
2,455   2,740 -285
15,740   12,968 2,772
13,434   11,225 2,209
24,644   18,723 5,921
5,132   5,797 -665
1,732   2,012 -280
8,258   9,665 -1,407
281   184 97
1,371   736 635
538   302 236
8,379   3,927 4,452
695   302 393
202   133 69
1,284   515 769
1,302   478 824
200   195 5
592   463 129
320   232 88
582   525 57
394   294 100
13,966   7,923 6,043
236   130 106
591   325 266
171   198 -27
1,097   935 162
212   296 -84
798   946 -148
889   1,104 -215
24   28 -4
581   708 -127
263   209 54
287   209 78
1,243   815 428
307   176 131
455   315 140
1,025   510 515
2,243   966 1,277
344   284 60
380   284 96
707   569 138
718   569 149
208   109 99
258   218 40
835   632 203
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
      39,673
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       -35
b       25
c       96
d       239
e       56
      2,407
      28
      380
      -200
      141
      39
      24
      25
      185
      51
      -5
      -11
      -479
      74
      352
      2
      165
      36
      4
      28
      636
      82
      126
      459
      10
      22
      18
      -915
      -4,655
      290
      72
      95
      1,009
      -1,702
      552
      -30
      -94
      -110
      -2
      -95
      -8,066
      -7,198
      -128
      -67
      -226
      3
      70
      -322
      30
      491
      69
      346
      -24
      -47
      -244
      7
      511
      77
      -37
      -8
      -1,263
      -1,028
      39
      815
      103
      -285
      2,772
      2,209
      5,921
      -665
      -280
      -1,407
      97
      635
      236
      4,452
      393
      69
      769
      824
      5
      129
      88
      57
      100
      6,043
      106
      266
      -27
      162
      -84
      -148
      -215
      -4
      -127
      54
      78
      428
      131
      140
      515
      1,277
      60
      96
      138
      149
      99
      40
      203
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 48,670
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 1,308
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 1,308
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 1,308
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,347
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,347
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,039
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,308 Refundedright arrow 11 731
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 arrowFL
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 arrow  
14
The books are in care ofright arrowCHIA-MING SZE Telephone no.right arrow (617) 227-4577

Located atright arrow44 PICKNEY STBOSTONMA ZIP+4right arrow021144900
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
CHIA-MING SZE CHAIRMAN
40 		0    
44 PINCKNEY ST
BOSTON,MA02114
MAURICE WEI DIRECTOR
20 		0    
101 GRANDVIEW DRIVE
VERONA,PA15147
LISA WEI-HAAS DIRECTOR
20 		0    
304 E 29TH PLACE
TULSA,OK74114
DAVID SZE SECY/TREASURY
20 		0    
55 NEW PLACE RD
WILLSBOROUGH,CA94010
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
1,821,536
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,821,536
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
1,821,536
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
27,323
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,794,213
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
89,711
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
89,711
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,308
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,308
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
88,403
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
88,403
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
88,403
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
83,172
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
83,172
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 88,403
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 76,403
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$ 83,172
a Applied to 2023, but not more than line 2a 76,403
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..... 6,769
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 .......... 		81,634
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

YALE UNIVERSITY

YALE UNIVERSITY
NEW HAVEN,CT06520 		NONE PC LI MING SCHOLARSHIP 19,300

UNIVERSITY OF PITTSBURGH
SCHOOL OF NURSING
4200 5TH AVENUE
PITTSBURGH,PA15260 		NONE PC SZEMING SZE SCHOLARSHIP 19,400

EMMA WILLARD SCHOOL

285 PAWLING AVE
TROY,NY12180 		NON PC L.I.S.Z. FOUNDATION 9,700

CAMBRIDGE IN AMERICA

1120 AVENUE OF THE AMERICAS
NEW YORK,NY10036 		NONE PC SZEMING SZE FUND 19,600

WELLESLEY COLLEGE

106 CENTRAL ST
WELLESLEY,MA02481 		NONE PC ALICE TONG SZE SCHOLARSHIP 9,700
Total .................................right arrow 3a 77,700
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 52,132  
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 48,670  
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) ..   100,802  
13Total. Add line 12, columns (b), (d), and (e)..................
13
100,802
(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:
LISZ FOUNDATION INC
EIN:
59-2401804
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,500 1,250   1,250

TY 2024 InvestmentsCorpBondsSchedule
Name:
LISZ FOUNDATION INC
EIN:
59-2401804
Name of Bond End of Year Book Value End of Year Fair Market Value
C665162442 MFB NORTHERN FUNDS 232,378 221,893
C665162806 MFB NORTHERN FUNDS 37,101 33,484
C922031737 MFO VANGUARD INFLAT 31,464 29,313
C33939L506 MFC FLEXSHARES TR T 46,457 44,797
C464287226 MFC ISHARES TRUST C 78,315 78,198

TY 2024 InvestmentsCorpStockSchedule
Name:
LISZ FOUNDATION INC
EIN:
59-2401804
Name of Stock End of Year Book Value End of Year Fair Market Value
SEE ATTACHMENTS    
C00846U101 AGILENT TECHNOLOGIE 18,953 21,494
C02079K107 ALPHABET INC CAP ST 37,181 60,179
C023135106 AMAZON COM INC COM 26,062 39,490
C032654105 ANALOG DEVICES INC 13,507 26,558
C036752103 ELEVANCE HEALTH INC 10,760 8,485
C084670702 BERKSHIRE HATHAWAY 19,488 29,010
C11271J107 BROOKFIELD CORP VTG 14,721 20,452
C217204106 COPART INC COM 15,132 24,907
C235851102 DANAHER CORP COM 10,541 11,018
C244199105 DEERE & CO COM 13,559 15,253
C31488V107 FERGUSON ENTERPRISE 15,544 17,704
C337738108 FISERV INC COM 19,838 41,700
C49338L103 KEYSIGHT TECHNOLOGI 21,245 24,737
C530307305 LIBERTY BROADBAND C 21,160 10,466
C548661107 LOWES COS INC COM 14,754 27,642
C571748102 MARSH & MCLENNAN CO 12,624 17,842
C654106103 NIKE INC CL B 12,006 10,140
C693718108 PACCAR INC COM 19,300 30,478
C701094104 PARKER-HANNIFIN COR 13,264 24,169
C743315103 PROGRESSIVE CORP OH 12,209 24,919
C808513105 SCHWAB CHARLES CORP 12,597 15,468
C855244109 STARBUCKS CORP COM 12,758 13,414
C872540109 TJX COS INC COM NEW 8,776 14,256
C882508104 TEXAS INSTRUMENTS I 19,571 21,751
C902973304 US BANCORP 22,718 20,232
C92826C839 VISA INC COM CL A S 15,458 25,283
CG0450A105 ARCH CAPITAL GROUP 21,316 39,526
CG1151C101 ACCENTURE PLC CLS A 17,518 22,163
CH01301128 ALCON AG COM USD0.0 19,290 24,024
C33939L407 MFC FLEXSHARES TR M 40,423 51,122
C665162293 NORTHERN FUNDS SM C 57,724 65,056
C665162384 MFB NORTHERN MULTI 65,600 62,584
C665162483 MFB NORTHERN FDS AC 125,742 142,288
C665162558 MFB NORTHN ACTIVE M 229,777 254,473

TY 2024 InvestmentsGovtObligationsSch
Name:
LISZ FOUNDATION INC
EIN:
59-2401804
US Government Securities - End of Year Book Value:

 
US Government Securities - End of Year Fair Market Value:

 
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2024 InvestmentsOtherSchedule2
Name:
LISZ FOUNDATION INC
EIN:
59-2401804
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SEE ATTACHMENTS      
C665162541 MFB NORTHERN FDS GL AT COST 64,361 62,166

TY 2024 OtherDecreasesSchedule
Name:
LISZ FOUNDATION INC
EIN:
59-2401804
Description Amount
2024 TRANSACTIONS POSTED IN 2025 296
ROUNDING 2


TY 2024 OtherExpensesSchedule
Name:
LISZ FOUNDATION INC
EIN:
59-2401804
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEES 61 0   61


TY 2024 OtherIncreasesSchedule
Name:
LISZ FOUNDATION INC
EIN:
59-2401804
Description Amount
2023 TRANSACTIONS POSTED IN 2024 276


TY 2024 OtherProfessionalFeesSchedule
Name:
LISZ FOUNDATION INC
EIN:
59-2401804
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NT ADVISORY FEES 5,548 1,387   4,161
INVESTMENT MANAGEMENT FEES 3,304 3,304    


TY 2024 TaxesSchedule
Name:
LISZ FOUNDATION INC
EIN:
59-2401804
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 80 80   0
FOREIGN TAXES ON QUALIFIED FOR 638 638   0
FOREIGN TAXES ON NONQUALIFIED 12 12   0