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 07-01-2024 , and ending 06-30-2025
Name of foundation
JAMES AND PAULINE HACKBARTH
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)6654 CASTLEBROOK WAY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OCEAN ISLE BEACH, NC28469
A Employer identification number

20-0521089
B Telephone number (see instructions)

(910) 620-7240
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$5,021,963J 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 41,161 41,161  
4 Dividends and interest from securities... 107,464 107,464  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 61,011
b Gross sales price for all assets on line 6a 1,033,188
7 Capital gain net income (from Part IV, line 2)... 61,011
8 Net short-term capital gain.........  
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........ 209,636 209,636  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 104,923 20,985   83,938
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,865 2,933   2,932
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
22,200 22,200    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,159 1,811    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,139     6,139
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 144,286 47,929   93,009
25 Contributions, gifts, grants paid....... 221,618 221,618
26 Total expenses and disbursements. Add lines 24 and 25 365,904 47,929   314,627
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -156,268
b Net investment income (if negative, enter -0-) 161,707
c Adjusted net income (if negative, enter -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............. 133,369 132,492 132,492
2 Savings and temporary cash investments......... 83,783 53,665 53,665
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
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)....... 4,742,670 Click to see attachment
List of Attached Documents:
// Content
4,835,806 		4,835,806
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 4,959,822 5,021,963 5,021,963
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 4,959,822 5,021,963
29 Total net assets or fund balances (see instructions)..... 4,959,822 5,021,963
30 Total liabilities and net assets/fund balances (see instructions). 4,959,822 5,021,963
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
4,959,822
2
Enter amount from Part I, line 27a .....................
2
-156,268
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
218,409
4
Add lines 1, 2, and 3 ..........................
4
5,021,963
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,021,963
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 US TREASURY NOTES CPN 4.125 P 2023-04-20 2025-01-31
b PUMA SE UNSPON ADR P   2025-04-04
c NIPPON SANSO HLDGS ADR CORP P 2024-04-30 2025-03-28
d LONDON STOCK ADR P 2023-09-12 2025-02-07
e CRODA INTL ADR P 2024-10-03 2024-12-16
SYMRISE AG UNSPON ADR P 2024-06-12 2024-12-16
ASICS CORP UNSP ADR P 2023-01-18 2024-12-16
JOHN BEAN TECH CORP P   2024-12-17
COMPASS GRP PLC ADR P   2024-12-16
FIRSTCASH HOLDINGS INC P   2024-12-16
IMCD GROUP NV P   2024-12-16
MOVADO GROUP INC P   2024-12-17
POPULAR INC P   2024-12-16
SEALED AIR CORP P   2024-12-16
UNITED BANKSHARES INC P   2024-12-16
PERNOD RICARD SA ADR P 2023-10-23 2024-10-01
VAT GROUP AG UNSPON ADR P 2024-02-21 2024-09-26
DARDEN RESTAURANTS P 2015-03-20 2024-08-30
STIFEL FINANCIAL CORP P 2020-10-27 2024-08-30
DBS GROUP HLDGS SPON ADR P 2024-12-30 2025-06-23
RENESAS ELECTRONICS CORP P   2025-04-04
NITORI HLDGS CO LTD P   2025-03-18
MICROSOFT CORP P 2021-12-31 2025-02-03
DIPLOMA PLC UNSPON ADR P 2024-01-26 2024-12-16
TECHTRONIC INDS LTD P 2024-03-14 2024-12-16
ALBANY INTERNATIONAL CORP P   2024-12-16
CBRE GROUP INC CL A P   2024-12-16
CONMED CORP P   2024-12-16
FLEX LTD P   2024-12-16
JOHNSON & JOHNSON P 2021-12-31 2024-12-30
MURPHY OIL CORP P   2024-12-16
PROCTER & GAMBLE CO P 2014-11-14 2024-12-30
SHIN-ETSU CHEMICAL ADR P 2023-12-15 2024-12-16
UNITED HEALTH GROUP INC P 2021-12-31 2024-12-30
ACCENTURE PLC IRELAND P 2017-10-19 2024-10-30
CONTINENTAL AG SPON ADR P   2024-09-11
DARLING INGREDIENTS INC P 2017-11-01 2024-08-30
TJX COS INC NEW P 2014-11-14 2024-08-28
SYMRISE AG UNSPON ADR P 2024-06-12 2025-06-06
AON PLC SHS CL A P 2023-01-18 2025-04-11
PUMA SE UNSPON ADR P 2024-11-25 2025-03-12
POLARIS INC P 2016-01-26 2025-02-19
DISCO CORP ADR P 2024-08-06 2024-12-16
TOKYO ELECTRON LTD P 2024-01-05 2024-12-16
ALEXANDRIA REAL ESTATE REIT EQ P   2024-12-16
BUREAU VERITAS SA ADR P   2024-12-16
DBS GROUP HOLDINGS P   2024-12-16
GATX CORP P   2024-12-16
KBC GROEP NV UNSPON ADR P 2023-05-30 2024-12-16
MGP INGREDIENTS INC NEW P 2023-01-19 2024-12-02
RBC BEARINGS INC P 2023-01-19 2024-12-17
SNAP-ON INC P 2019-12-19 2024-12-16
UNIVERSAL MUSIC GRP ADR P   2024-12-16
ACUITY BRANDS INC P 2020-09-03 2024-10-21
KEYCORP NEW P   2024-09-10
S&P GLOBAL INC P 2022-05-12 2024-08-22
VORNADO REALTY TR P 2022-11-21 2024-08-30
BROWN AND BROWN INC COM P   2025-06-17
BROWN AND BROWN INC COM P 2016-04-27 2025-04-02
AIR LIQUIDE ADR P 2023-01-18 2025-03-28
SUNCOR ENERGY INC NEW P 2023-01-18 2025-02-04
DSV A/S UNSP ADR P 2024-12-02 2024-12-16
ZOETIS INC P 2024-02-28 2024-12-30
AMERICAN OUTDOOR BRANDS INC P 2023-01-19 2024-12-17
AZEK CO INC CL A P   2024-12-17
DR HORTON INC P   2024-12-16
GATES INDUSTRIAL CORP P   2024-12-17
BATH & BODY WKS INC P 2023-09-06 2024-12-16
LINDE PLC NEW P 2014-09-03 2024-12-30
RAYMOND JAMES FINL INC P   2024-12-16
SONOCO PRODUCTS CO P   2024-12-16
VORNADO REALTY TR P   2024-12-16
ASICS CORP UNSP ADR P   2024-10-03
NESTLE SA REG ADR P   2024-09-09
EASTGROUP PPTYS INC P 2017-09-05 2024-08-30
WEBSTER FINANCIAL CORP P 2020-09-16 2024-08-30
DBS GROUP HOLDINGS SPON ADR P 2023-01-18 2025-06-23
FANUC CORP P 2023-12-05 2025-04-07
CORE LABORATORIES INC P 2023-01-19 2025-03-06
UMB FINANCIAL CORP P 2023-01-18 2025-02-03
ENOVIS CORP P 2024-10-25 2024-12-17
AFLAC INC P 2021-12-31 2024-12-30
AMERICAN TOWER CORP P 2021-12-31 2024-12-30
CABOT CORP P   2024-12-16
DARDEN RESTAURANTS P   2024-12-16
GENL DYNAMICS CORP P   2024-12-30
LKQ CORPORATION P   2024-12-16
NEXTERA ENERGY INC P 2021-12-31 2024-12-30
RECRUIT HOLDINGS CO ADR P 2023-05-19 2024-12-16
STAG INDUSTRIAL INC P   2024-12-16
WALMART INC P 2021-12-31 2024-12-30
ALLIENT INC P   2024-10-02
RENESAS ELECTRONICS CORP P 2023-03-03 2024-09-04
ENTEGRIS INC P 2018-09-28 2024-08-30
WESBANCO INC P 2020-09-15 2024-08-30
NIPPON SANSO HLDGS ADR P 2024-05-08 2025-06-23
ICON PLC P 2023-01-18 2025-04-08
EPIROC AKTIEBOLAG ADR P 2024-02-22 2025-03-03
ASICS CORP UNSP ADR P 2024-12-30 2025-01-31
EPIROC AKTIEBOLAG ADR P 2024-02-20 2024-12-16
AIA GROUP LTD P   2024-12-16
AMGEN INC P 2021-12-31 2024-12-30
CAPGEMINI SE UNSPON ADR P 2023-05-31 2024-12-16
DARLING INGREDIENTS INC P   2024-12-16
GILDAN ACTIVEWEAR INC P 2023-11-15 2024-12-16
LONDON STOCK ADR P 2023-09-12 2024-12-16
NEXTRACKER INC P   2024-12-16
RELX PLC P   2024-12-16
STEWART INFO SVCS CORP P   2024-12-17
WEBSTER FINL CORP P   2024-12-16
BP PLC SPONS ADR P 2023-01-18 2024-10-30
SUNCOR ENERGY INC NEW P 2021-12-31 2024-09-26
KEYCORP NEW P 2014-04-22 2024-08-30
AIR LIQUIDE ADR P 2024-07-01 2024-07-01
RELX PLC ADR SPON P 2023-01-18 2025-06-05
NIKE INC CL B P 2014-09-03 2025-04-10
RYANAIR HLDGS PLC P   2025-03-06
ASICS CORP UNSP ADR P 2023-01-18 2025-01-31
GE AEROSPACE NEW P 2024-12-20 2024-12-30
AON PLC P   2024-12-16
ING GROEP NV SPON ADR P 2023-10-31 2024-12-16
CAVCO INDS INC DEL P   2024-12-17
DIAMONDBACK ENERGY INC P   2024-12-16
GRAINGER WW INC P 2022-06-30 2024-12-30
LOWES COMPANIES INC P 2021-12-31 2024-12-30
NOMURA RESH INSTL ADR P   2024-12-16
REINSURANCE GROUP OF AMERICA P   2024-12-16
STIFEL FINL CORP P   2024-12-16
WESBANCO INC P   2024-12-16
BALDWIN INSURANCE GROUP P 2022-01-03 2024-10-18
CRH PLC ORD P 2024-03-13 2024-08-02
LUMENTUM HOLDINGS INC P   2024-08-16
HALMA PLC ADR P 2023-10-05 2024-07-19
UNITED HEALTHCARE GROUP P   2025-06-20
RENESAS ELECTRONICS CORP P 2023-12-14 2025-04-04
HEALTHCARE SVCS GROUP INC P 2024-12-31 2025-02-19
COMPAGNIE FINANCIERE RICHMONT SA P   2025-01-10
MIDDLEBY CORP P 2024-08-16 2024-12-16
ATMOS ENERGY CORP P   2024-12-16
ANALOG DEVICES INC P 2016-04-27 2024-12-30
CHUBB LTD P 2016-01-15 2024-12-30
DIGI INTERNATIONAL P   2024-12-16
HAGERTY INC CL A P   2024-12-17
L3HARRIS TECHNOLOGIES INC P 2021-12-31 2024-12-30
NOVO NORDISK AS ADR P 2023-06-20 2024-12-16
RENAISSANCE RE HOLDING LTD P   2024-12-16
SUNCOR ENERGY INC P 2023-01-18 2024-12-16
WOLVERINE WORLD WIDE INC P 2023-01-18 2024-12-16
DIAMONDBACK ENERGY INC P 2020-10-27 2024-10-21
DAIKIN INDUSTRIES LTD P 2024-05-10 2024-08-07
NEXTRACKER INC P 2020-04-07 2024-08-30
STMICROELECTRONICS NV P 2024-01-26 2024-07-25
RYANAIR HLDGS PLC SPON ADR P 2024-12-30 2025-05-19
RYANAIR HLDGS PLC P 2023-01-18 2025-04-09
SAMPO OYJ-A SHS UNSP ADR P 2025-02-26 2025-02-26
MICROSOFT CORP P 2021-12-31 2025-01-14
MIZUHO FINANCIAL GRP ADR P 2024-09-20 2024-12-16
ABB LTD SPON ADR P   2024-12-16
APPLE INC P 2021-12-31 2024-12-30
CISCO SYSTEMS INC P 2021-12-31 2024-12-30
S&P GLOBAL INC P 2022-05-12 2024-12-30
HALMA PLC ADR P 2023-10-13 2024-12-16
MTU AERO ENGINES AG P   2024-12-16
NOV INC P   2024-12-16
RENESAS ELECTRONICS CORP P 2023-03-03 2024-12-16
SUZUKI MOTOR CORP P   2024-12-16
CRH PLC ORD P 2024-03-13 2024-11-06
ECOVYST INC P 2023-07-26 2024-10-25
LUMENTUM HOLDINGS INC P 2023-09-29 2024-08-16
NOMURA RESH INSTL ADR P 2022-08-10 2024-08-06
UFP TECHNOLOGIES P 2023-10-02 2024-07-01
RYANAIR HLDGS PLC SPON ADR P   2025-05-19
SIEMENS AG ADR P 2024-04-08 2025-04-11
UMB FINANCIAL CORP P 2024-12-30 2025-02-03
RELX PLC ADR P 2023-01-18 2025-01-27
MITSUI FUDOSAN CO LTD P 2024-08-01 2024-12-16
ABBOTT LABORATORIES P 2021-12-31 2024-12-30
ASML HOLDING NV P 2023-10-23 2024-12-16
COSTCO WHSL CORP P 2022-06-30 2024-12-30
EASTGROUP PPTYS INC P   2024-12-16
HAYWARD HOLDINGS INC P 2022-08-01 2024-12-17
MASCO CORP P 2022-11-30 2024-12-16
PEBBLEBROOK HOTEL TR P   2024-12-16
RYANAIR HLDGS PLC P   2024-12-16
SYNOPSYS CORP P   2024-12-16
COMPASS GRP PLC ADR P   2024-11-06
KADANT INC P 2023-01-19 2024-10-24
ATMOS ENERGY CORP P 2020-04-07 2024-08-30
NORFOLK SOUTHERN CORP P 2021-12-31 2024-08-19
BP PLC SPON ADR P 2023-01-18 2024-07-30
SAP SE SPON ADR P 2023-07-12 2025-05-14
SUZUKI MOTOR CORP ADR P 2023-01-18 2025-04-07
COMCAST CORP NEW CL A P   2025-02-20
ADIDAS AG SPON ADR P   2024-12-16
NORDEA BANK ABP SPON ADR P 2024-04-08 2024-12-16
ACCENTURE PLC IRELAND P 2017-10-19 2024-12-30
AUTOMATIC DATA PROCESSING P 2021-12-31 2024-12-30
COCA-COLA EUROPACIFIC PARTNERS P 2023-03-13 2024-12-02
EASTMAN CHEMICAL CO P   2024-12-16
HEARTLAND FINL USA INC P   2024-12-16
MCDONALDS CORP P 2014-09-03 2024-12-30
PPG INDUSTRIES INC P 2018-04-12 2024-12-30
SAMPO OYJ-A SHS P   2024-12-16
TARGET CORP P 2021-12-31 2024-12-30
SUNCOR ENERGY INC P   2024-11-27
NOMURA RESH INSTL ADR P 2022-08-10 2024-10-03
ASICS CORP P 2022-09-28 2024-08-30
PEBBLEBROOK HOTEL TR P 2022-03-10 2024-08-30
ICON PLC P 2022-08-01 2024-07-24
DSV A/S UNSP ADR P 2024-12-02 2025-04-11
TARGET CORP P 2021-12-31 2025-04-11
CONTINENTAL AG SPON ADR P   2025-02-20
ASTRAZENECA PLC P 2024-05-22 2024-12-16
NIPPON SANSO HLDGS ADR P 2024-04-25 2024-12-16
ACUITY BRANDS INC P   2024-12-16
AVNET INC P   2024-12-16
COLGATE PALMOLIVE CO P   2024-12-30
EMERSON ELECTRIC CO P 2021-12-31 2024-12-30
HOYA CORP P   2024-12-16
MICROSOFT CORP P 2021-12-31 2024-12-30
PAYCHEX INC P 2014-09-03 2024-12-30
SANMINA CORP P   2024-12-16
THALES SA UNSPON ADR P   2024-12-16
ADIDAS AG-SPON ADR P 2024-02-01 2024-10-16
NORFOLK SOUTHERN CORP P 2021-12-31 2024-10-03
AVNET INC P 2020-09-03 2024-08-30
RAYMOND JAMES FINANCIAL INC P 2018-11-07 2024-08-30
RECRUIT HOLDINGS CO P 2023-05-19 2024-07-10
ICON PLC P 2024-10-22 2025-04-08
UNILEVER PLC SPON ADR P   2025-04-23
HALMA PLC ADR P 2023-10-13 2025-02-05
BANKINTER SA SPONS ADR P 2024-12-24 2024-12-16
NITORI HLDGS CO P 2024-03-22 2024-12-16
ADVANCED ENERGY INDS INC P 2020-09-03 2024-12-16
BLACKROCK INC COM P 2021-12-31 2024-12-30
CHARLES RIVER LABORATORIES P   2024-12-16
ENTEGRIS INC P   2024-12-16
HUNTINGTON INGALLS INDS INC P   2024-12-16
MOOG INC CL A P   2024-12-16
PERFORMANCE FOOD GROUP P 2023-06-29 2024-12-16
SAP SE SPON ADR P 2023-07-12 2024-12-16
TIMKEN CO P   2024-12-16
BP PLC SPON ADR P 2023-10-31 2024-10-30
PERFICIENT INC P   2024-10-03
CHUBB LTD P 2016-01-15 2024-08-06
REINSURANCE GROUP OF AMERICA P 2022-01-10 2024-08-30
ENTERPRISE PRODUCTS PARTNERS K1 1231 P   2024-12-31
LVMH MOET HENNESSY LOUIS VUITTON ADR P 2025-01-29 2025-04-15
CORE LABORATORIES INC LUXEMBOURG SA P 2024-12-31 2025-03-06
HEALTHCARE SVCS GROUP INC P 2023-01-19 2025-02-19
CRH PLC ORD P   2024-12-16
BROADCOM INC P 2024-07-01 2024-12-30
AIR LIQUIDE ADR P   2024-12-16
BALDWIN INSURANCE GROUP INC P   2024-12-17
COMCAST CORP NEW P 2021-12-31 2024-12-30
EXPERIAN PLC P 2023-11-17 2024-12-16
ICON PLC P 2022-08-01 2024-12-16
JPMORGAN CHASE & CO P 2021-12-31 2024-12-30
PHILLIPS 66 P 2021-12-31 2024-12-30
SCHNEIDER NATIONAL INC P   2024-12-16
TRINET GROUP INC P 2023-05-02 2024-12-17
JD SPORTS FASHION ADR P 2024-04-04 2024-10-04
PERNOD RICARD SA ADR P   2024-10-01
COCA-COLA EUROPACIFIC P 2023-03-13 2024-08-02
SANMINA CORP P 2020-09-21 2024-08-30
MIZUHO FINL GRP ADR P 2024-09-20 2025-04-04
EPIROC AKTIEBOLAG ADR P   2025-03-04
ICON PLC P 2023-01-18 2025-02-13
CARLISLE COMPANIES INC P 2024-10-03 2024-12-30
SIEMENS AG ADR P 2024-06-12 2024-12-16
AIR LEASE CORP P 2023-05-11 2024-12-16
BROWN AND BROWN INC P 2016-04-27 2024-12-31
COMPAGNIE FINANCIERE RICHEMONT P   2024-12-16
FANUC CORP P 2023-12-05 2024-12-16
ILLINOIS TOOL WORKS INC P 2014-09-03 2024-12-30
MORNINGSTAR INC P   2024-12-17
PINNACLE FINL PARTNERS INC P   2024-12-16
SCOTTS MIRACLE GRO CO P 2022-06-01 2024-12-16
UNILEVER PLC P   2024-12-16
MITSUBISHI ELECTRIC CORP P 2024-08-06 2024-10-21
RENTOKIL INITIAL PLC ADR P   2024-09-26
DAIKIN INDUSTRIES LTD P   2024-08-07
SONOCO PRODUCTS CO P 2021-03-30 2024-08-30
(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 500,000   498,920 1,080
b 449   832 -383
c 627   638 -11
d 843   604 239
e 426   555 -129
598   673 -75
670   192 478
2,446   2,344 102
1,129   758 371
749   509 240
765   795 -30
1,939   3,632 -1,693
861   698 163
653   916 -263
1,022   938 84
325   392 -67
1,520   1,466 54
158   60 98
87   41 46
543   516 27
477   672 -195
676   1,036 -360
11,543   9,437 2,106
883   690 193
681   647 34
822   705 117
1,675   680 995
500   767 -267
1,912   645 1,267
2,871   3,437 -566
1,002   587 415
2,177   1,150 1,027
491   553 -62
14,984   15,173 -189
2,115   830 1,285
884   1,187 -303
83   35 48
7,344   1,897 5,447
767   796 -29
748   630 118
444   864 -420
8,370   12,986 -4,616
377   367 10
698   767 -69
615   956 -341
883   753 130
523   375 148
1,289   689 600
766   649 117
1,998   4,399 -2,401
2,592   1,816 776
1,059   505 554
716   644 72
608   222 386
1,450   1,660 -210
4,976   3,322 1,654
238   169 69
5,418   987 4,431
13,353   1,905 11,448
380   284 96
804   684 120
437   427 10
2,284   2,784 -500
1,497   1,021 476
3,673   1,469 2,204
1,038   326 712
5,100   2,628 2,472
671   633 38
3,762   1,471 2,291
796   416 380
414   507 -93
1,481   787 694
381   88 293
15,712   11,972 3,740
185   90 95
47   25 22
1,766   1,299 467
287   366 -79
3,299   5,552 -2,253
55   40 15
1,985   1,760 225
3,513   1,992 1,521
1,446   2,349 -903
920   447 473
506   272 234
3,170   1,569 1,601
527   773 -246
3,424   4,485 -1,061
603   258 345
722   644 78
2,354   1,255 1,099
2,773   6,032 -3,259
496   422 74
230   58 172
64   45 19
630   503 127
291   458 -167
694   657 37
554   489 65
695   707 -12
591   810 -219
3,397   2,940 457
421   459 -38
686   1,095 -409
935   674 261
814   578 236
609   551 58
1,651   1,126 525
5,557   3,288 2,269
587   357 230
929   1,138 -209
293   200 93
51   42 9
15     15
1,076   590 486
12,993   12,623 370
426   331 95
1,658   413 1,245
1,514   1,512 2
1,443   1,220 223
808   667 141
4,758   2,917 1,841
1,273   968 305
2,119   908 1,211
7,169   7,507 -338
626   597 29
1,258   719 539
1,092   543 549
813   663 150
1,910   1,230 680
389   421 -32
2,074   2,346 -272
400   291 109
11,835   19,740 -7,905
746   941 -195
1,999   2,194 -195
1,427   1,442 -15
966   979 -13
706   505 201
4,457   1,229 3,228
3,588   1,443 2,145
944   649 295
2,369   1,995 374
2,737   2,771 -34
1,857   1,377 480
781   509 272
723   651 72
867   508 359
1,099   160 939
275   380 -105
41   13 28
1,392   1,801 -409
793   659 134
879   734 145
4     4
10,417   8,426 1,991
633   530 103
1,396   882 514
12,869   9,046 3,823
2,533   2,734 -201
2,491   1,650 841
791   533 258
687   470 217
632   631 1
354   362 -8
555   533 22
1,003   842 161
2,796   5,540 -2,744
518   457 61
388   402 -14
4,837   2,673 2,164
793   578 215
1,848   1,705 143
19   19  
1,273   766 507
557   658 -101
3,403   4,248 -845
1,457   1,171 286
3,700   1,908 1,792
850   661 189
1,603   1,169 434
1,096   687 409
422   535 -113
721   617 104
1,040   706 334
816   527 289
6,663   4,005 2,658
129   100 29
11,822   14,594 -2,772
1,225   1,244 -19
577   281 296
734   632 102
13,063   17,710 -4,647
895   747 148
384   398 -14
2,823   1,107 1,716
3,818   3,215 603
1,772   1,271 501
580   659 -79
865   616 249
290   93 197
1,074   994 80
727   744 -17
1,896   3,254 -1,358
593   413 180
276   247 29
1,950   510 1,440
39   69 -30
1,002   710 292
934   1,175 -241
8,912   22,778 -13,866
1,197   1,204 -7
737   867 -130
840   831 9
1,275   606 669
1,031   607 424
1,543   1,103 440
2,487   1,863 624
774   634 140
10,215   8,089 2,126
2,797   843 1,954
1,127   531 596
751   586 165
1,331   1,041 290
10,967   13,403 -2,436
55   29 26
118   54 64
557   303 254
436   704 -268
2,434   1,946 488
590   374 216
493   493  
636   800 -164
977   601 376
4,120   3,675 445
573   759 -186
860   708 152
595   396 199
1,221   381 840
1,242   840 402
1,013   562 451
529   379 150
1,365   1,720 -355
6,080   5,765 315
540   222 318
218   115 103
    54 -54
1,537   2,081 -544
1,863   2,347 -484
3,914   4,844 -930
393   315 78
4,943   3,378 1,565
1,205   1,042 163
2,841   2,311 530
1,870   2,531 -661
874   694 180
415   473 -58
5,513   3,651 1,862
2,692   1,744 948
865   716 149
368   373 -5
1,058   987 71
1,627   2,181 -554
666   497 169
70   27 43
691   676 15
1,793   1,708 85
740   916 -176
1,111   1,338 -227
1,002   948 54
739   568 171
6,251   1,076 5,175
1,001   921 80
642   690 -48
2,800   970 1,830
3,156   1,957 1,199
1,059   826 233
587   741 -154
1,960   1,702 258
1,281   1,157 124
1,981   2,372 -391
1,055   1,519 -464
56   64 -8
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       1,080
b       -383
c       -11
d       239
e       -129
      -75
      478
      102
      371
      240
      -30
      -1,693
      163
      -263
      84
      -67
      54
      98
      46
      27
      -195
      -360
      2,106
      193
      34
      117
      995
      -267
      1,267
      -566
      415
      1,027
      -62
      -189
      1,285
      -303
      48
      5,447
      -29
      118
      -420
      -4,616
      10
      -69
      -341
      130
      148
      600
      117
      -2,401
      776
      554
      72
      386
      -210
      1,654
      69
      4,431
      11,448
      96
      120
      10
      -500
      476
      2,204
      712
      2,472
      38
      2,291
      380
      -93
      694
      293
      3,740
      95
      22
      467
      -79
      -2,253
      15
      225
      1,521
      -903
      473
      234
      1,601
      -246
      -1,061
      345
      78
      1,099
      -3,259
      74
      172
      19
      127
      -167
      37
      65
      -12
      -219
      457
      -38
      -409
      261
      236
      58
      525
      2,269
      230
      -209
      93
      9
      15
      486
      370
      95
      1,245
      2
      223
      141
      1,841
      305
      1,211
      -338
      29
      539
      549
      150
      680
      -32
      -272
      109
      -7,905
      -195
      -195
      -15
      -13
      201
      3,228
      2,145
      295
      374
      -34
      480
      272
      72
      359
      939
      -105
      28
      -409
      134
      145
      4
      1,991
      103
      514
      3,823
      -201
      841
      258
      217
      1
      -8
      22
      161
      -2,744
      61
      -14
      2,164
      215
      143
       
      507
      -101
      -845
      286
      1,792
      189
      434
      409
      -113
      104
      334
      289
      2,658
      29
      -2,772
      -19
      296
      102
      -4,647
      148
      -14
      1,716
      603
      501
      -79
      249
      197
      80
      -17
      -1,358
      180
      29
      1,440
      -30
      292
      -241
      -13,866
      -7
      -130
      9
      669
      424
      440
      624
      140
      2,126
      1,954
      596
      165
      290
      -2,436
      26
      64
      254
      -268
      488
      216
       
      -164
      376
      445
      -186
      152
      199
      840
      402
      451
      150
      -355
      315
      318
      103
      -54
      -544
      -484
      -930
      78
      1,565
      163
      530
      -661
      180
      -58
      1,862
      948
      149
      -5
      71
      -554
      169
      43
      15
      85
      -176
      -227
      54
      171
      5,175
      80
      -48
      1,830
      1,199
      233
      -154
      258
      124
      -391
      -464
      -8
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 61,011
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 -113
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 2,248
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  
3 Add lines 1 and 2........................... 3 2,248
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,248
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,650
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,650
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 598
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
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 arrowNJ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowJAMES HACKBARTH Telephone no.right arrow (910) 620-7240

Located atright arrow6654 CASTLEBROOK WAYOCEAN ISLE BEACHNC ZIP+4right arrow28469
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
 
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
JAMES HACKBARTH CHAIRMAN/PRE
2.00 		33,669 0 0
6654 CASTLEBROOK WAY
OCEAN ISLE BEACH,NC28469
LEONARD LESNIAK TREASURER
1.00 		18,854 0 0
22 MATTERHORN WAY
BRICK,NJ08724
MONA RODRIGUEZ SECRETARY
1.00 		18,854 0 0
139 CEDAR AVE
MAYWOOD,NJ07607
JOE ENGLERT TRUSTEE
1.00 		14,692 0 0
18 HIGH STREET
SUMMIT,NJ07901
MARC KEANE VICE CHAIR
1.00 		18,854 0 0
1500 WASHINGTON ST 11A
HOBOKEN,NJ07030
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  
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 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 N/A  
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
5,014,169
b
Average of monthly cash balances.......................
1b
109,785
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,123,954
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
5,123,954
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
76,859
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,047,095
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
252,355
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
252,355
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,248
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,248
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
250,107
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
250,107
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
250,107
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
314,627
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
314,627
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 7 250,107
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021...... 108,646
d From 2022...... 259,181
e From 2023...... 329,034
f Total of lines 3a through e ........ 696,861
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 314,627
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 250,107
e Remaining amount distributed out of corpus 64,520
5 Excess distributions carryover applied to 2024.    
(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 5 761,381
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		761,381
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 108,646
c Excess from 2022.... 259,181
d Excess from 2023.... 329,034
e Excess from 2024.... 64,520
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

MAYWOOD PUBLIC LIBRARY

459 MAYWOOD AVE
MAYWOOD,NJ07607 		NONE 509A1 TO FUND PROGRAMS 201,618

CORNELL UNIVERSIRY

616 THURSTON AVE
ITHACA,NY14853 		NONE 509A1 TO SUPPORT SCHOLARSHIP PROGRAMS 5,000

DARTMOUTH COLLEGE

6016 MCNUTT HALL
HANOVER,NH03755 		NONE 509A1 TO SUPPORT SCHOLARSHIP PROGRAMS 5,000

UNIVERSITY OF NOTRE DAME

1100 GRACE HALL
NOTRE DAME,IN46556 		NONE 509A1 TO SUPPORT SCHOLARSHIP PROGRAMS 5,000

GEORGIA INSTITUTE OF TECHNOLOGY

NORTH AVENUE
ATLANTA,GA30332 		NONE 509A1 TO SUPPORT SCHOLARSHIP PROGRAMS 5,000
Total .................................right arrow 3a 221,618
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 41,161  
4 Dividends and interest from securities ....     14 107,464  
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 61,011  
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) ..   209,636  
13Total. Add line 12, columns (b), (d), and (e)..................
13
209,636
(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:
JAMES AND PAULINE HACKBARTH
 
FOUNDATION INC
EIN:
20-0521089
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INDIRECT ACCOUNTING FEES 5,865 2,933   2,932

TY 2024 InvestmentsCorpStockSchedule
Name:
JAMES AND PAULINE HACKBARTH
 
FOUNDATION INC
EIN:
20-0521089
Name of Stock End of Year Book Value End of Year Fair Market Value
WELLS FARGO ADVISORS ACCOUNT 4,835,806 4,835,806

TY 2024 OtherExpensesSchedule
Name:
JAMES AND PAULINE HACKBARTH
 
FOUNDATION INC
EIN:
20-0521089
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
BANKING FEES 15     15
SEMINARS/MEETINGS 2,807     2,807
D&O INSURANCE 2,901     2,901
SUPPLIES AND PRINTING 416     416


TY 2024 OtherIncreasesSchedule
Name:
JAMES AND PAULINE HACKBARTH
 
FOUNDATION INC
EIN:
20-0521089
Description Amount
UNREALIZED GAINS ON INVESTMENTS 218,409


TY 2024 OtherProfessionalFeesSchedule
Name:
JAMES AND PAULINE HACKBARTH
 
FOUNDATION INC
EIN:
20-0521089
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES XX0707 22,200 22,200    


TY 2024 TaxesSchedule
Name:
JAMES AND PAULINE HACKBARTH
 
FOUNDATION INC
EIN:
20-0521089
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,811 1,811    
FEDERAL TAXES 3,348