TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

Name of foundation
DAHL FAMILY FOUNDATION 1035006214

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

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

A Employer identification number

20-0506791

B Telephone number (see instructions)

(608) 782-1148

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$3,011,325J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

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


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	255		255
4	Dividends and interest from securities...	82,806		82,806
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		181,665
b	Gross sales price for all assets on line 6a 1,493,438
7	Capital gain net income (from Part IV, line 2)...			181,665
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........	264,726		264,726
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	2,000	0	0	2,000
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	24,959	24,959		0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	2,557	2,557		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	25			25
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	29,541		27,516	0	2,025
25	Contributions, gifts, grants paid.......	339,000				339,000
26	Total expenses and disbursements. Add lines 24 and 25	368,541		27,516	0	341,025
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-103,815
b	Net investment income (if negative, enter -0-)			237,210
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	66,447	106,688	106,688
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	2,719,446	2,574,212	2,904,637
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,785,893	2,680,900	3,011,325
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	2,785,893	2,680,900
	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).....	2,785,893	2,680,900
	30	Total liabilities and net assets/fund balances (see instructions).	2,785,893	2,680,900

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

2,785,893

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

-103,815

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

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

2,682,078

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

1,178

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

2,680,900

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	4119.688 FIDELITY U.S. BOND INDEX FUND		2021-02-22	2024-01-24
b	6473.326 FIDELITY LONG-TERM TREASURY BOND INDEX		2023-10-17	2024-01-24
c	685. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-01-24
d	40. SCHWAB MID CAP ETF		2016-10-05	2024-01-24
e	38. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-19	2024-01-24
	8196.335 VANGUARD SHORT TERM TREASURY ADM		2023-04-18	2024-01-24
	86. VANGUARD LARGE CAP ETF		2011-10-10	2024-01-24
	2. MEDPACE HOLDINGS INC		2024-01-24	2024-02-15
	6. COMFORT SYSTEMS USA		2021-08-12	2024-02-23
	.5 DEVON ENERGY CORP		2020-09-21	2024-02-23
	2. ONTO INNOVATION INC		2023-03-27	2024-02-23
	30. SCHWAB MID CAP ETF		2016-10-05	2024-02-23
	20. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-19	2024-02-23
	52. VANGUARD LARGE CAP ETF		2011-10-10	2024-02-23
	28.193 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-02-26
	98.443 AMERICAN FUNDS EUROPACIFIC FUND F3		2021-12-10	2024-02-26
	338.978 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-03-18
	8. COMFORT SYSTEMS USA		2021-08-12	2024-03-18
	5889.013 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-03-18
	3392. INVESCO S&P 500 LOW VOLATILITY ETF		2023-10-17	2024-03-18
	19. SCHWAB MID CAP ETF		2016-10-05	2024-03-18
	82. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-19	2024-03-18
	188.481 GQG PARTNERS EMERGING MARKETS EQUITY I		2024-03-18	2024-04-04
	216.577 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-04-04
	39. BARNES GROUP		2024-01-24	2024-04-04
	23. BARNES GROUP		2021-08-12	2024-04-04
	1. COCACOLA CONSOLIDATED		2021-08-12	2024-04-04
	292.869 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-04-04
	6.05191 AMERICAN FUNDS EUROPACIFIC FUND F3		2021-12-10	2024-04-04
	31.11409 AMERICAN FUNDS EUROPACIFIC FUND F3		2021-12-10	2024-04-04
	126.184 GLENMEDE SECURED OPTIONS I		2016-04-26	2024-04-04
	81.845 OAKMARK INTERNATIONAL R6		2020-09-21	2024-04-04
	29. HELIOS TECHNOLOGIES		2024-01-24	2024-04-04
	1. ONTO INNOVATION INC		2023-04-20	2024-04-04
	3. ONTO INNOVATION INC		2023-03-27	2024-04-04
	7. SM ENERGY CO		2023-05-11	2024-04-04
	8. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-19	2024-04-04
	32. MODEL N INC		2024-01-24	2024-04-23
	53. MODEL N INC		2022-04-29	2024-04-23
	34. DEFINITIVE HEALTHCARE CORP		2024-01-24	2024-04-24
	97. DEFINITIVE HEALTHCARE CORP		2023-01-17	2024-04-24
	7. FLOOR & DECOR HOLDINGS INC		2022-04-29	2024-04-24
	274.895 GLENMEDE SECURED OPTIONS I		2016-04-26	2024-04-24
	69. PERMIAN RESOURCES CORPORATION		2023-05-11	2024-04-24
	134.954 PIMCO INCOME FUND I		2017-06-16	2024-04-24
	71.045 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-10	2024-04-24
	339.931 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-05-09
	14. ALARM.COM HOLDINGS INC		2021-08-12	2024-05-09
	1. COCACOLA CONSOLIDATED		2023-05-23	2024-05-09
	1. COCACOLA CONSOLIDATED		2023-04-20	2024-05-09
	26.42 AMERICAN FUNDS EUROPACIFIC FUND F3		2021-12-10	2024-05-09
	30.187 OAKMARK INTERNATIONAL R6		2020-09-21	2024-05-09
	5. ONTO INNOVATION INC		2023-04-20	2024-05-09
	7. RB GLOBAL INC		2011-08-16	2024-05-09
	9. SCHWAB MID CAP ETF		2016-10-05	2024-05-09
	8. VANGUARD LARGE CAP ETF		2011-10-10	2024-05-09
	942.452 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-05-15
	11. ADVANCED ENERGY INDUSTRIES INC		2023-05-11	2024-05-15
	9. ALARM.COM HOLDINGS INC		2022-02-16	2024-05-15
	494.303 AMERICAN BEACON DEVELOPING WORLD INCOME		2019-04-24	2024-05-15
	13. ATLANTIC UNION BANKSHARES CO		2021-08-12	2024-05-15
	8. BLACKBAUD INC		2023-03-27	2024-05-15
	6. BLACKLINE INC		2021-06-02	2024-05-15
	6. BLACKLINE INC		2021-06-02	2024-05-15
	6. BOOT BARN HOLDINGS INC		2021-08-12	2024-05-15
	918.712 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-05-15
	1. DIODES INC		2021-08-12	2024-05-15
	7. DIODES INC		2021-12-09	2024-05-15
	10. ENERSYS INC		2023-04-20	2024-05-15
	7. ENPRO INDS INC		2022-03-18	2024-05-15
	230.374 AMERICAN FUNDS EUROPACIFIC FUND F3		2021-12-10	2024-05-15
	2979.46102 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-05-15
	30.89798 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-05-15
	14. FLOOR & DECOR HOLDINGS INC		2022-04-29	2024-05-15
	1870.803 GLENMEDE SECURED OPTIONS I		2018-12-21	2024-05-15
	530.657 OAKMARK INTERNATIONAL R6		2020-09-21	2024-05-15
	5. ICF INTERNATIONAL INC		2023-03-06	2024-05-15
	6. INTEGER HOLDINGS CORP		2023-03-27	2024-05-15
	493. ISHARES CORE 1-5 YEAR BOND ETF		2022-02-17	2024-05-15
	4. KAISER ALUMINUM CORP		2021-08-12	2024-05-15
	19. KORN/FERRY INTERNATIONAL		2023-05-11	2024-05-15
	5. LGI HOMES		2021-08-12	2024-05-15
	21. MARCUS & MILLICHAP INC		2023-04-20	2024-05-15
	4. MEDPACE HOLDINGS INC		2023-08-31	2024-05-15
	2. MERCANTILE BANK CORP		2023-10-17	2024-05-15
	17. MERCANTILE BANK CORP		2023-03-27	2024-05-15
	13. MOELIS & CO		2021-08-12	2024-05-15
	10. NORTHERN OIL AND GAS		2023-05-11	2024-05-15
	2. ONTO INNOVATION INC		2023-07-20	2024-05-15
	1. ONTO INNOVATION INC		2023-04-20	2024-05-15
	29. PAYCOR HCM INC		2022-07-18	2024-05-15
	10. PHREESIA INC		2023-08-31	2024-05-15
	6.00044 PHREESIA INC		2023-03-27	2024-05-15
	13.99956 PHREESIA INC		2023-03-27	2024-05-15
	1319.64389 PIMCO INCOME FUND I		2017-06-16	2024-05-15
	158.57511 PIMCO INCOME FUND I		2017-06-16	2024-05-15
	6. POWER INTEGRATIONS INC		2022-02-16	2024-05-15
	30. PRIVIA HEALTH GROUP INC		2021-12-09	2024-05-15
	13. RB GLOBAL INC		2012-12-13	2024-05-15
	4. SM ENERGY CO		2023-08-31	2024-05-15
	13. SM ENERGY CO		2023-05-11	2024-05-15
	5. SPS COMMERCE INC		2011-10-10	2024-05-15
	184. SCHWAB MID CAP ETF		2016-10-05	2024-05-15
	19. SEACOAST BANKING CORP OF FLORIDA		2022-02-16	2024-05-15
	139. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-19	2024-05-15
	434.43437 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-10	2024-05-15
	119.91363 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-10	2024-05-15
	202. VANGUARD LARGE CAP ETF		2014-02-10	2024-05-15
	553. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-05-15
	12. WORKIVA INC		2018-02-27	2024-05-15
	27. AMN HEALTHCARE SERVICES INC		2021-08-12	2024-07-25
	6. ADDUS HOMECARE CORPORATION		2022-07-18	2024-07-25
	553.593 GQG PARTNERS EMERGING MARKETS EQUITY I		2024-03-18	2024-07-25
	8. BENCHMARK ELECTRONICS INC		2021-08-12	2024-07-25
	2. CSW INDUSTRIALS INC		2021-08-12	2024-07-25
	5. CTS CORP		2023-03-27	2024-07-25
	54. CNX RESOURCES CORP		2023-05-11	2024-07-25
	8. EXLSERVICE HOLDINGS INC		2023-05-11	2024-07-25
	8. FRANKLIN ELECTRIC CO INC		2021-08-12	2024-07-25
	77.065 GLENMEDE SECURED OPTIONS I		2018-12-21	2024-07-25
	15. INTERNATIONAL MONEY EXPRESS, INC		2024-03-18	2024-07-25
	54. INTERNATIONAL MONEY EXPRESS, INC		2023-04-18	2024-07-25
	5. KFORCE INC		2021-08-12	2024-07-25
	5. MONARCH CASINO & RESORT INC		2023-03-27	2024-07-25
	11. OMNICELL INC		2024-01-24	2024-07-25
	36. OMNICELL INC		2022-12-22	2024-07-25
	3. ONTO INNOVATION INC		2024-01-24	2024-07-25
	4. ONTO INNOVATION INC		2023-07-20	2024-07-25
	24. PACIRA PHARMACEUTICALS INC		2024-01-24	2024-07-25
	12. PACIRA PHARMACEUTICALS INC		2022-08-03	2024-07-25
	76. PERMIAN RESOURCES CORPORATION		2023-10-17	2024-07-25
	27. PERMIAN RESOURCES CORPORATION		2023-05-11	2024-07-25
	26. SQUARESPACE INC		2024-01-24	2024-07-25
	60. SQUARESPACE INC		2023-01-17	2024-07-25
	7. STEWART INFORMATION SYSTEMS		2021-08-12	2024-07-25
	13. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-19	2024-07-25
	37. VANGUARD LARGE CAP ETF		2014-02-10	2024-07-25
	1559.74869 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-08-08
	48.62631 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-08-08
	123. ISHARES CORE 1-5 YEAR BOND ETF		2022-02-17	2024-08-08
	54. PETIQ INC		2024-07-25	2024-08-08
	402.38058 PIMCO INCOME FUND I		2017-06-16	2024-08-08
	139.12742 PIMCO INCOME FUND I		2017-06-16	2024-08-08
	76. POWERSCHOOL HOLDINGS INC		2024-01-24	2024-10-01
	29. POWERSCHOOL HOLDINGS INC		2023-08-31	2024-10-01
	860.391 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-10-10
	23. ACUSHNET HOLDINGS CORP		2024-01-24	2024-10-15
	16. ACUSHNET HOLDINGS CORP		2023-08-31	2024-10-15
	20. ADDUS HOMECARE CORPORATION		2024-08-08	2024-10-15
	8. ADDUS HOMECARE CORPORATION		2022-12-22	2024-10-15
	367.528 GQG PARTNERS EMERGING MARKETS EQUITY I		2024-03-18	2024-10-15
	19. ADVANCED ENERGY INDUSTRIES INC		2024-04-24	2024-10-15
	1. ADVANCED ENERGY INDUSTRIES INC		2023-05-11	2024-10-15
	12. ALAMO GROUP INC		2024-08-08	2024-10-15
	9. AMERICAN WOODMARK CORP		2024-01-24	2024-10-15
	13. AMERICAN WOODMARK CORP		2021-08-12	2024-10-15
	69. AVANOS MEDICAL INC		2024-01-24	2024-10-15
	42. AVANOS MEDICAL INC		2021-12-09	2024-10-15
	32. BPR GROUP INC		2024-01-24	2024-10-15
	42. BPR GROUP INC		2022-05-13	2024-10-15
	62. BENCHMARK ELECTRONICS INC		2024-01-24	2024-10-15
	21. BENCHMARK ELECTRONICS INC		2023-03-06	2024-10-15
	22. BOOT BARN HOLDINGS INC		2024-01-24	2024-10-15
	6. BOOT BARN HOLDINGS INC		2021-08-12	2024-10-15
	39. CCC INTELLIGENT SOLUTIONS HOLD.		2022-12-22	2024-10-15
	2. CSW INDUSTRIALS INC		2024-01-24	2024-10-15
	11. CSW INDUSTRIALS INC		2021-08-12	2024-10-15
	23. CTS CORP		2024-02-23	2024-10-15
	19. CTS CORP		2023-04-20	2024-10-15
	68. CARETRUST REIT INC		2024-08-08	2024-10-15
	26. CASS INFORMATION SYSTEMS INC		2024-01-24	2024-10-15
	15. CASS INFORMATION SYSTEMS INC		2023-05-11	2024-10-15
	1. CHEMED CORP		2024-03-18	2024-10-15
	5. CHEMED CORP		2011-08-16	2024-10-15
	9. CHESAPEAKE COM		2024-03-18	2024-10-15
	10. CHESAPEAKE COM		2023-06-02	2024-10-15
	72. COHU INC		2024-08-08	2024-10-15
	11. DESCARTES SYSTEMS GROUP INC		2023-05-11	2024-10-15
	754.916 DWS RREEF REAL ASSETS STRATEGY		2024-05-09	2024-10-15
	7882.562 DWS RREEF REAL ASSETS STRATEGY		2023-08-31	2024-10-15
	104. DOXIMITY INC		2024-04-24	2024-10-15
	24. ESCO TECHNOLOGIES INC		2024-08-08	2024-10-15
	4292.705 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-10-15
	24. FRESHPET INC		2023-05-11	2024-10-15
	12. GLAUKOS CORP		2024-01-24	2024-10-15
	24. GLAUKOS CORP		2023-03-27	2024-10-15
	10. GOOSEHEAD INSURANCE INC		2024-01-24	2024-10-15
	16. GOOSEHEAD INSURANCE INC		2021-10-21	2024-10-15
	138. GRAY TELEVISION INC		2024-01-24	2024-10-15
	67. GRAY TELEVISION INC		2023-03-06	2024-10-15
	178. HILLMAN SOLUTIONS CORP		2024-08-08	2024-10-15
	3. INTEGER HOLDINGS CORP		2023-04-20	2024-10-15
	124. JAMF HOLDING CORP		2024-05-09	2024-10-15
	3. KADANT INC		2021-06-02	2024-10-15
	21. KAISER ALUMINUM CORP		2024-03-18	2024-10-15
	15. KAISER ALUMINUM CORP		2023-05-23	2024-10-15
	9. KFORCE INC		2024-01-24	2024-10-15
	32. KFORCE INC		2022-02-16	2024-10-15
	40. KORN/FERRY INTERNATIONAL		2024-07-25	2024-10-15
	2. KORN/FERRY INTERNATIONAL		2023-05-11	2024-10-15
	34. LAREDO PETROLEUM INC		2024-07-25	2024-10-15
	52. MARCUS & MILLICHAP INC		2024-04-24	2024-10-15
	29. MARCUS & MILLICHAP INC		2023-05-11	2024-10-15
	28. MERCANTILE BANK CORP		2023-10-17	2024-10-15
	27. MONARCH CASINO & RESORT INC		2024-01-24	2024-10-15
	10. MONARCH CASINO & RESORT INC		2023-05-11	2024-10-15
	104. NV5 GLOBAL INC		2024-03-18	2024-10-15
	60. NORTHERN OIL AND GAS		2024-01-24	2024-10-15
	18. NORTHERN OIL AND GAS		2023-05-11	2024-10-15
	23. ORIGIN BANCORP		2024-01-24	2024-10-15
	26. ORIGIN BANCORP		2023-08-31	2024-10-15
	13. ORTHOPEDIATRICS CORP		2024-01-24	2024-10-15
	21. ORTHOPEDIATRICS CORP		2023-03-06	2024-10-15
	20. PATRICK INDUSTRIES INC		2024-01-24	2024-10-15
	11. PATRICK INDUSTRIES INC		2022-03-24	2024-10-15
	153. PAYCOR HCM INC		2024-08-08	2024-10-15
	30. PAYCOR HCM INC		2022-08-03	2024-10-15
	30. PENNANT GROUP INC		2024-01-24	2024-10-15
	56. PENNANT GROUP INC		2021-06-02	2024-10-15
	40. PHREESIA INC		2024-07-25	2024-10-15
	15. PHREESIA INC		2023-08-31	2024-10-15
	14. POWER INTEGRATIONS INC		2022-12-22	2024-10-15
	5. REPLIGEN		2023-07-20	2024-10-15
	25. SPS COMMERCE INC		2022-08-03	2024-10-15
	615. SCHWAB MID CAP ETF		2024-08-08	2024-10-15
	3837. SCHWAB MID CAP ETF		2023-08-31	2024-10-15
	45. SEACOAST BANKING CORP OF FLORIDA		2024-01-24	2024-10-15
	16. SEACOAST BANKING CORP OF FLORIDA		2023-08-31	2024-10-15
	38. SIMULATIONS PLUS INC		2024-08-08	2024-10-15
	24. STEWART INFORMATION SYSTEMS		2024-01-24	2024-10-15
	19. STEWART INFORMATION SYSTEMS		2021-08-12	2024-10-15
	109. SUNSTONE HOTEL INVESTORS INC		2024-01-24	2024-10-15
	99. SUNSTONE HOTEL INVESTORS INC		2022-02-16	2024-10-15
	23. SUPERNUS PHARMACEUTICALS INC		2024-01-24	2024-10-15
	28. SUPERNUS PHARMACEUTICALS INC		2023-05-11	2024-10-15
	14. TRANSCAT INC		2024-08-08	2024-10-15
	14. US PHYSICAL THERAPY INC		2024-01-24	2024-10-15
	11. US PHYSICAL THERAPY INC		2023-03-06	2024-10-15
	1384.845 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-10	2024-10-15
	108. VIAVI SOLUTIONS INC		2024-01-24	2024-10-15
	80. VIAVI SOLUTIONS INC		2023-08-31	2024-10-15
	34. WILLSCOT MOBILE MINI HOLDINGS CORP		2024-01-24	2024-10-15
	52. WILLSCOT MOBILE MINI HOLDINGS CORP		2023-08-31	2024-10-15
	292. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-10-15
	63. STEVANATO GROUP		2024-01-24	2024-10-15
	24. STEVANATO GROUP		2023-07-20	2024-10-15
	60.565 AMERICAN BEACON DEVELOPING WORLD INCOME		2019-04-24	2024-10-25
	5. BLACKLINE INC		2021-06-02	2024-10-25
	2. DESCARTES SYSTEMS GROUP INC		2023-05-11	2024-10-25
	182.622 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-10-25
	10. FIVE9 INC		2024-01-24	2024-10-25
	23. FIVE9 INC		2022-04-20	2024-10-25
	249.139 GLENMEDE SECURED OPTIONS I		2018-12-21	2024-10-25
	104.923 PIMCO INCOME FUND I		2017-06-16	2024-10-25
	33.768 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-10	2024-10-25
	46. PROGYNY INC		2024-10-15	2024-10-31
	53. PROGYNY INC		2023-10-17	2024-10-31
	370.732 GLENMEDE SECURED OPTIONS I		2021-11-02	2024-12-12
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	42,227	50,596	-8,369
b	62,273	65,944	-3,671
c	42,889	43,529	-640
d	2,979	1,736	1,243
e	6,563	5,601	962
	80,652	81,405	-753
	19,226	4,669	14,557
	790	598	192
	1,681	461	1,220
	22	4	18
	359	171	188
	2,314	1,302	1,012
	3,577	2,948	629
	12,141	2,823	9,318
	310	316	-6
	5,612	6,678	-1,066
	3,298	3,308	-10
	2,471	615	1,856
	59,950	67,150	-7,200
	219,780	215,286	4,494
	1,498	824	674
	14,750	12,087	2,663
	3,321	3,223	98
	2,170	2,114	56
	1,368	1,339	29
	807	1,146	-339
	817	412	405
	3,339	3,283	56
	353	410	-57
	1,815	2,108	-293
	1,779	1,476	303
	2,187	1,623	564
	1,293	1,234	59
	185	81	104
	554	256	298
	362	179	183
	1,429	1,179	250
	948	925	23
	1,570	1,630	-60
	239	317	-78
	682	1,549	-867
	763	719	44
	3,893	3,216	677
	1,191	643	548
	1,402	1,578	-176
	1,260	1,317	-57
	3,477	3,318	159
	964	1,200	-236
	938	660	278
	938	552	386
	1,556	1,790	-234
	814	599	215
	1,044	406	638
	509	162	347
	717	391	326
	1,908	434	1,474
	9,849	9,198	651
	1,175	1,002	173
	627	730	-103
	3,549	4,223	-674
	442	384	58
	629	519	110
	355	306	49
	355	614	-259
	660	522	138
	10,749	10,299	450
	73	91	-18
	510	768	-258
	986	828	158
	1,064	766	298
	13,898	15,610	-1,712
	30,420	33,340	-2,920
	315	346	-31
	1,724	1,138	586
	26,865	21,252	5,613
	14,720	10,521	4,199
	734	567	167
	705	465	240
	23,322	24,380	-1,058
	402	490	-88
	1,255	936	319
	532	824	-292
	732	653	79
	1,622	1,088	534
	80	65	15
	676	534	142
	729	761	-32
	399	310	89
	468	209	259
	234	81	153
	415	725	-310
	238	286	-48
	143	199	-56
	333	453	-120
	13,975	15,382	-1,407
	1,679	1,847	-168
	472	544	-72
	523	672	-149
	992	296	696
	195	170	25
	633	333	300
	992	45	947
	14,912	7,984	6,928
	456	720	-264
	25,484	20,489	4,995
	7,894	8,081	-187
	2,179	2,223	-44
	49,066	12,594	36,472
	23,212	22,505	707
	1,017	266	751
	1,721	2,872	-1,151
	741	539	202
	9,909	9,466	443
	340	205	135
	588	264	324
	264	225	39
	1,346	829	517
	278	237	41
	836	660	176
	1,121	852	269
	316	313	3
	1,136	1,370	-234
	338	308	30
	382	360	22
	323	378	-55
	1,059	2,625	-1,566
	573	509	64
	764	419	345
	475	744	-269
	237	689	-452
	1,165	1,151	14
	414	252	162
	1,144	870	274
	2,640	1,607	1,033
	505	417	88
	2,436	1,916	520
	9,219	3,063	6,156
	16,284	17,454	-1,170
	508	544	-36
	5,903	6,083	-180
	1,647	1,172	475
	4,285	4,702	-417
	1,482	1,620	-138
	1,733	1,739	-6
	661	643	18
	9,791	8,397	1,394
	1,469	1,448	21
	1,022	912	110
	2,656	1,876	780
	1,063	812	251
	6,575	6,285	290
	2,037	1,955	82
	107	85	22
	2,174	2,495	-321
	853	810	43
	1,232	1,004	228
	1,573	1,319	254
	958	1,174	-216
	1,680	832	848
	2,205	964	1,241
	2,701	1,601	1,100
	915	499	416
	3,608	1,672	1,936
	984	522	462
	426	344	82
	786	420	366
	4,324	1,453	2,871
	1,122	986	136
	927	854	73
	2,088	1,823	265
	1,098	1,027	71
	634	564	70
	606	651	-45
	3,030	295	2,735
	1,091	928	163
	1,212	1,292	-80
	1,829	2,074	-245
	1,187	865	322
	9,391	8,229	1,162
	98,059	88,536	9,523
	4,524	2,500	2,024
	3,012	2,531	481
	45,073	48,035	-2,962
	3,444	1,614	1,830
	1,539	1,117	422
	3,078	1,284	1,794
	956	793	163
	1,529	2,164	-635
	792	1,063	-271
	384	919	-535
	1,919	1,728	191
	396	240	156
	2,103	2,473	-370
	1,005	507	498
	1,512	1,445	67
	1,080	1,381	-301
	520	636	-116
	1,848	2,022	-174
	2,922	2,253	669
	146	95	51
	908	1,467	-559
	1,945	1,830	115
	1,085	852	233
	1,253	915	338
	2,047	1,788	259
	758	669	89
	2,430	2,775	-345
	2,291	2,190	101
	687	558	129
	748	726	22
	845	851	-6
	345	362	-17
	558	953	-395
	2,852	1,754	1,098
	1,569	694	875
	2,089	2,561	-472
	410	876	-466
	1,057	470	587
	1,972	1,995	-23
	841	1,006	-165
	315	453	-138
	891	1,215	-324
	733	793	-60
	4,926	2,182	2,744
	17,331	14,770	2,561
	108,127	67,779	40,348
	1,242	1,207	35
	441	421	20
	1,208	1,479	-271
	1,688	1,331	357
	1,336	1,110	226
	1,136	1,100	36
	1,032	1,199	-167
	768	651	117
	935	1,035	-100
	1,773	1,698	75
	1,153	1,294	-141
	906	914	-8
	25,786	25,675	111
	997	1,016	-19
	738	898	-160
	1,243	1,466	-223
	1,902	2,199	-297
	13,481	11,883	1,598
	1,158	1,946	-788
	441	773	-332
	431	517	-86
	281	515	-234
	208	157	51
	1,892	2,044	-152
	299	792	-493
	688	2,515	-1,827
	3,784	2,753	1,031
	1,112	1,222	-110
	621	626	-5
	691	1,306	-615
	796	2,073	-1,277
	5,795	5,401	394
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789
			22,789

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			-8,369
b			-3,671
c			-640
d			1,243
e			962
			-753
			14,557
			192
			1,220
			18
			188
			1,012
			629
			9,318
			-6
			-1,066
			-10
			1,856
			-7,200
			4,494
			674
			2,663
			98
			56
			29
			-339
			405
			56
			-57
			-293
			303
			564
			59
			104
			298
			183
			250
			23
			-60
			-78
			-867
			44
			677
			548
			-176
			-57
			159
			-236
			278
			386
			-234
			215
			638
			347
			326
			1,474
			651
			173
			-103
			-674
			58
			110
			49
			-259
			138
			450
			-18
			-258
			158
			298
			-1,712
			-2,920
			-31
			586
			5,613
			4,199
			167
			240
			-1,058
			-88
			319
			-292
			79
			534
			15
			142
			-32
			89
			259
			153
			-310
			-48
			-56
			-120
			-1,407
			-168
			-72
			-149
			696
			25
			300
			947
			6,928
			-264
			4,995
			-187
			-44
			36,472
			707
			751
			-1,151
			202
			443
			135
			324
			39
			517
			41
			176
			269
			3
			-234
			30
			22
			-55
			-1,566
			64
			345
			-269
			-452
			14
			162
			274
			1,033
			88
			520
			6,156
			-1,170
			-36
			-180
			475
			-417
			-138
			-6
			18
			1,394
			21
			110
			780
			251
			290
			82
			22
			-321
			43
			228
			254
			-216
			848
			1,241
			1,100
			416
			1,936
			462
			82
			366
			2,871
			136
			73
			265
			71
			70
			-45
			2,735
			163
			-80
			-245
			322
			1,162
			9,523
			2,024
			481
			-2,962
			1,830
			422
			1,794
			163
			-635
			-271
			-535
			191
			156
			-370
			498
			67
			-301
			-116
			-174
			669
			51
			-559
			115
			233
			338
			259
			89
			-345
			101
			129
			22
			-6
			-17
			-395
			1,098
			875
			-472
			-466
			587
			-23
			-165
			-138
			-324
			-60
			2,744
			2,561
			40,348
			35
			20
			-271
			357
			226
			36
			-167
			117
			-100
			75
			-141
			-8
			111
			-19
			-160
			-223
			-297
			1,598
			-788
			-332
			-86
			-234
			51
			-152
			-493
			-1,827
			1,031
			-110
			-5
			-615
			-1,277
			394

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	181,665
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	3,297
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	3,297
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	3,297
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	1,540
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	1,540
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	1,757
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax0	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

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

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

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

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

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

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

on foundation managers. right arrow

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

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

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

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

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

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

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

Yes

Website address right arrow

The books are in care of right arrow

Dahl Family Foundation, c/o Trust Point Inc Telephone no. right arrow

(608) 782-1148

Located at right arrow

230 FRONT STREET NORTHLA CROSSEWI ZIP+4 right arrow

54601

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

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

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

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

16 No

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

Form 990-PF (2024)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

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

Yes

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

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

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

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

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

1a(5)

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

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

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

1a(6)

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

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

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

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

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

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

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

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

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

If "Yes," list the years right arrow

20, 20, 20, 20

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

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

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

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

20, 20, 20, 20

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

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

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

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

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

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

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

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

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

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

Form 990-PF (2024)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

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

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

5a(2)

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

5a(3)

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

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

5a(4)

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

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

5a(5)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Part VII

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

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

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
HARRY J DAHL	PRESIDENT 1	0
PO BOX 788 LA CROSSE,WI54602	PRESIDENT 1	0
ANDREW DAHL	VICE-PRESIDENT 1	0
1511 MAIN STREET LA CROSSE,WI54601	VICE-PRESIDENT 1	0
JANSEN C DAHL	SECRETARY 1	0
208 17TH PLACE SOUTH LA CROSSE,WI54601	SECRETARY 1	0
TYLER DAHL	TREASURER 1	0
1634 KING STREET LA CROSSE,WI54601	TREASURER 1	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2024)

Page 7

Part VII

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

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

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

Part VIII-A

Summary of Direct Charitable Activities

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


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1	NONE
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

3,045,560

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

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

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

3,045,560

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

3,045,560

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

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

45,683

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

2,999,877

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

149,994

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part IX, line 6..................

149,994

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

3,297

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

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

3,297

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

146,697

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

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

146,697

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

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

146,697

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

341,025

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

341,025

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					146,697
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......	374,046
b From 2020......	361,795
c From 2021......	346,096
d From 2022......	180,895
e From 2023......	271,390
f Total of lines 3a through e ........		1,534,222
4Qualifying distributions for 2024 from Part
XI, line 4: $ 341,025
a Applied to 2023, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2024 distributable amount.....					146,697
e Remaining amount distributed out of corpus		194,328
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		1,728,550
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...		374,046
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		1,354,504
10 Analysis of line 9:
a Excess from 2020....	361,795
b Excess from 2021....	346,096
c Excess from 2022....	180,895
d Excess from 2023....	271,390
e Excess from 2024....	194,328

Form 990-PF (2024)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

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

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

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2024)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS,TN38105	NONE	PUBLIC	HEALTH	2,500
Great River Shakespeare Festival 121 E 3RD ST Winona,MN55987	NONE	PUBLIC	ARTS	5,000
WINONA STATE UNIVERSITY PO BOX 5838 SOMSEN HALL 204 WINONA,MN55987	NONE	PUBLIC	EDUCATION	12,500
COULEE REGION HUMANE SOCIETY 911 CRITTER COURT Onalaska,WI54650	NONE	PUBLIC	HUMANITARIAN	10,000
WATDA FOUNDATION 150 EAST GILMAN ST SUITE A MADISON,WI53703	NONE	PUBLIC	HUMANITARIAN	10,000
Onalaska YMCA 1140 MAIN STREET WI 54601 Onalaska,WI54650	NONE	PUBLIC	HUMANITARIAN	50,000
Gateway Area Council 2600 QUARRY ROAD La Crosse,WI54601	NONE	PUBLIC	HUMANITARIAN	117,000
FAMILY & CHILDREN'S CENTER 1707 MAIN STREET LA CROSSE,WI54601	NONE	PUBLIC	HUMANITARIAN	50,000
GUNDERSEN MEDICAL FOUNDATION 1836 SOUTH AVENUE LA CROSSE,WI54601	NONE	PUBLIC	HEALTH	2,500
CHILDREN'S MUSEUM OF LA CROSSE 207 5TH AVE S LA CROSSE,WI54601	NONE	PUBLIC	HUMANITARIAN	25,000
WINONA YMCA 902 PARKS AVE WINONA,MN55987	NONE	PUBLIC	HUMANITARIAN	50,000
Safe Families for Children of Wisconsin PO BOX 213 Elkhorn,WI53121	NONE	PUBLIC	FOSTER CARE CRISIS	2,000
Aquinas Catholic Schools Inc 315 11TH ST S La Crosse,WI54601	NONE	PUBLIC	EDUCATION	2,500
Total ................................. 3a				339,000

bApproved for future payment

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

Form 990-PF (2024)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	255
4 Dividends and interest from securities ....			14	82,806
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	181,665
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) ..				264,726

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

264,726

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
CUSTODIAN & MANAGEMENT FEES (A	23,254	23,254
OTHER EXPENSE (NON-DEDUCTIBLE	1,705	1,705

Category	Amount	Net Investment Income
FOREIGN TAX PAID	24	24
FEDERAL ESTIMATES - PRINCIPAL	1,540	1,540
FOREIGN TAXES ON QUALIFIED FOR	993	993