Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
Hebson Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

45-3455627
B Telephone number (see instructions)

(800) 839-1754
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$7,084,986J 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) 291,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 604 604  
4 Dividends and interest from securities... 179,709 179,709  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 51,142
b Gross sales price for all assets on line 6a 1,085,580
7 Capital gain net income (from Part IV, line 2)... 51,142
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........ 522,455 231,455  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
7,963 0 0 7,963
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
30,539 30,539    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,432 2,432    
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
31,830 360   31,470
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 74,764 33,331 0 39,433
25 Contributions, gifts, grants paid....... 291,000 291,000
26 Total expenses and disbursements. Add lines 24 and 25 365,764 33,331 0 330,433
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 156,691
b Net investment income (if negative, enter -0-) 198,124
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 245,447 159,171 159,171
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) 1,702,679 Click to see attachment
List of Attached Documents:
// Content
1,613,023 		1,482,815
b Investments—corporate stock (attach schedule)....... 2,334,893 Click to see attachment
List of Attached Documents:
// Content
2,429,933 		3,644,906
c Investments—corporate bonds (attach schedule)....... 1,663,833 Click to see attachment
List of Attached Documents:
// Content
1,901,416 		1,798,094
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) 5,946,852 6,103,543 7,084,986
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 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 5,946,852 6,103,543
29 Total net assets or fund balances (see instructions)..... 5,946,852 6,103,543
30 Total liabilities and net assets/fund balances (see instructions). 5,946,852 6,103,543
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
5,946,852
2
Enter amount from Part I, line 27a .....................
2
156,691
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
6,103,543
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
6,103,543
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 Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,085,580   1,034,438 51,142
b
c
d
e
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       51,142
b
c
d
e
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 51,142
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,754
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 2,754
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 2,754
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,944
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 900
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,844
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 90
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow90 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 arrowIL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Bonita Borne-Singer Dir, Sec
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Richard Hebson Dir, Pres
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Heather King Dir, Treas
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
David Milbrandt Dir, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
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
6,742,617
b
Average of monthly cash balances.......................
1b
119,867
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,862,484
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
0
3
Subtract line 2 from line 1d.........................
3
6,862,484
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
102,937
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,759,547
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
337,977
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
337,977
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,754
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,754
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
335,223
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
335,223
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
335,223
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
330,433
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
330,433
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 7 335,223
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 254,909
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......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 330,433
a Applied to 2023, but not more than line 2a 254,909
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..... 75,524
e Remaining amount distributed out of corpus 0
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 0
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 .......... 		259,699
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 ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
Richard Hebson
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

AIDS ASSISTANCE PROGRAM

1276 N PALM CANYON DR STE 108
PALM SPRINGS,CA92262 		N/A PC Youth Outreach Program 40,000

ALEXS LEMONADE STAND FOUNDATION

333 E LANCASTER AVE 414
WYNNEWOOD,PA19096 		N/A PC Travel for Care 50,000

COMPASSION INTERNATIONAL INCORPORATED

12290 VOYAGER PKWY
COLORADO SPRINGS,CO80921 		N/A PC funds for Ghana 41,000

ELTON JOHN AIDS FOUNDATION INC

584 BROADWAY RM 1006
NEW YORK,NY10012 		N/A PC Rocket Fund 40,000

MAGIC YARN PROJECT

PO BOX 83
PALMER,AK99645 		N/A PC General & Unrestricted 40,000

ST JUDE CHILDRENS RESEARCH HOSPITAL INC

501 ST JUDES PL
MEMPHIS,TN38105 		N/A PC General & Unrestricted 40,000

THE NEXT STEP FUND INC

99 BISHOP ALLEN DR
CAMBRIDGE,MA02139 		N/A PC funds for Children and Young Adults with HIV/AIDS or Cancer 40,000
Total .................................right arrow 3a 291,000
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 ........... 		    14 604  
4 Dividends and interest from securities ....     14 179,709  
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 51,142  
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) ..   231,455  
13Total. Add line 12, columns (b), (d), and (e)..................
13
231,455
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
Hebson Family Foundation
 
Employer identification number

45-3455627
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
Hebson Family Foundation
  		Employer identification number
45-3455627
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Hebson Richard
PO Box 980
 
Rancho Mirage, CA92270

$ 291,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
Hebson Family Foundation
  		Employer identification number

45-3455627
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
Hebson Family Foundation
  		Employer identification number

45-3455627
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

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TY 2024 DepreciationSchedule
Name:
Hebson Family Foundation
EIN:
45-3455627
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2024 InvestmentsCorpBondsSchedule
Name:
Hebson Family Foundation
EIN:
45-3455627
Name of Bond End of Year Book Value End of Year Fair Market Value
AECOM - 5.125% - 03/15/2027 14,263 12,854
AMAZON COM INC - 1.500% - 06/0 15,018 12,726
AMERICAN EXPRESS CO - 3.550% - 15,786 15,382
AMERICAN TOWER CORP - 0.000% - 12,836 13,446
AT&T INC - 1.650% - 02/01/2028 30,796 31,825
BALL CORP - 2.875% - 08/15/203 13,280 13,660
BANK AMER CORP - 3.500% - 04/1 11,316 9,850
BK OF AMERICA CORP - 4.330% - 16,541 11,450
BOEING CO - 5.150% - 05/01/203 16,305 13,777
BOSTON PPTYS LTD - 4.500% - 12 22,505 19,465
BP CAP MKTS AMER - 4.234% - 11 25,161 24,473
CANADIAN PAC RY CO NT - 2.450% 32,605 27,293
CELANESE US HLDGS LLC NOTE - 6 11,904 12,008
CENTENE CORP - 2.500% - 03/01/ 15,355 13,234
CHARTER COM OPERATING - 4.908% 12,724 11,986
CHENIERE ENERGY PARTNERS - 4.5 13,125 13,555
CHURCH &DWIGHT CO INC NOTE - 2 16,078 16,743
CIT GROUP INC - 6.125% - 03/09 15,689 14,383
CITIGROUP INC - 3.200% - 10/21 11,122 9,727
CITIGROUP INC - 3.400% - 05/01 23,390 24,567
COLGATE-PALMOLIVE - 4.600% - 0 50,084 49,312
COMCAST CORP NOTE - 3.950% - 1 35,864 34,818
COMMONSPIRIT - 3.347% - 10/01/ 13,273 12,109
CROWN CASTLE INTL CORP NEW NOT 14,371 12,578
CVS CAREMARK CORP NOTE - 4.300 20,610 19,375
DCP MIDSTREAM OPERATING PL - 5 9,675 9,011
DELL INTL LLC/EMC CORP NOTE - 15,890 14,137
DIAMONDBACK ENERGY - 3.250% - 12,153 11,684
DIAMONDBACK ENERGY INC - 3.500 2,091 1,856
DIGITAL RLTY TR INC - 3.700% - 17,181 14,579
DISCOVERY COMMUNICATIONS LLC - 14,305 12,310
DISNEY WALT CO - 2.000% - 09/0 38,526 35,581
DUKE ENERGY - 5.250% - 03/15/2 49,938 50,116
DUKE ENERGY - 6.120% - 10/15/2 31,343 31,576
ELI LILLY &CO NOTE - 4.700% - 50,156 49,018
EOG RES - 4.150% - 01/15/2026 20,504 19,900
ERP OPER LTD - 3.250% - 08/01/ 24,978 24,069
FEDERAL HOME LOAN - 5.000% - 0 54,996 54,978
FISERV INC - 4.200% - 10/01/20 14,004 12,629
FORTUNE BRANDS HOME & SECURITY 38,499 32,368
FREEPORT MCMORAN INC NOTE - 4. 14,193 13,302
GOLDMAN SACHS GROUP - 3.500% - 11,194 9,777
GOLDMAN SACHS GROUP INC NOTE - 12,358 12,955
HOME DEPOT INC - 2.950% - 06/1 15,679 13,911
HOWMET AEROSPACE INC - 5.900% 1,170 1,021
JP MORGAN CHASE - 3.125% - 01/ 15,170 14,984
JPMORGAN CHASE &CO - 3.157% - 16,002 11,705
JPMORGAN CHASE &CO NT - 1.470% 19,212 18,921
KINDER MORGAN - 4.300% - 06/01 12,956 12,970
KRAFT HEINZ FOODS COSER B NOTE 14,245 13,231
KROGER CO - 3.700% - 08/01/202 31,259 31,241
LOWES COS INC NOTE CALL MAKE W 34,887 29,429
MASTERCARD - 4.850% - 03/09/20 50,637 49,577
META PLATFORMS INC SER B NOTE 53,247 53,770
MICROSOFT CORP NOTE - 2.525% - 7,484 10,466
MIDAMERICAN ENERGY CO NTS - 6. 30,870 31,576
MORGAN STANLEY - 3.625% - 01/2 19,529 19,638
MORGAN STANLEY MTN CALL MAKE W 12,922 12,669
NEWELL BRANDS NEWELL BRANDS IN 10,383 9,996
OLIN CORP NOTE - 5.625% - 08/0 12,675 12,639
ONEOK INC NEW NOTE - 3.250% - 32,216 27,205
ORACLE CORP - 2.800% - 04/01/2 12,812 13,444
PACKAGING CORP AMER - 3.000% - 33,394 27,354
PEPSICO - 4.450% - 02/15/2033 50,044 49,545
PROLOGIS LP - 1.625% - 03/15/2 27,944 26,949
PULTE GROUP INC NOTE CALL MAKE 14,942 14,019
REALTY INCOME CORP - 5.880% - 30,488 30,735
REPUBLIC SVCS INC - 2.300% - 0 31,815 26,349
RTX CORP - 5.400% - 05/01/2035 29,560 30,031
SHELL INT'L FINANCE - 2.875% - 19,075 19,553
SONOCO PRODS CO NT - 2.850% - 15,594 13,547
SOUTHERN CA GAS CO - 5.200% - 49,766 49,766
SOUTHWEST AIRLINES CO - 3.000% 14,090 14,493
SYSCO - 2.400% - 02/15/2030 25,309 22,051
TARGET - 2.350% - 02/15/2030 22,417 22,210
TEVA PHARMACEUTICAL NOTE - 3.1 12,653 13,440
TRUIST FINL CORP TIER I PERP B 14,271 13,924
UNITED RENTALS - 5.500% - 05/1 7,267 6,948
UNITED RENTALS INC - 3.875% - 6,353 6,239
UNITEDHEALTH GROUP INC NOTE - 51,692 50,302
VERIZON COMMUNICATIONS - 3.550 15,574 10,615
VERIZON COMMUNICATIONS - 4.125 16,106 14,829
WASTE CONNECTIONS INC - 2.600% 32,459 26,831
WELLS FARGO & CO - 3.000% - 04 26,139 24,448
WELLS FARGO & CO - 3.000% - 10 11,033 9,696
WELLS FARGO &CO - 2.879% - 10/ 12,543 12,634
WP CAREY INC - 2.400% - 02/01/ 15,548 12,751

TY 2024 InvestmentsCorpStockSchedule
Name:
Hebson Family Foundation
EIN:
45-3455627
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO 10,848 13,554
AAR CORP 4,736 7,966
ABBOTT LABS 28,518 35,856
ACCENTURE PLC 20,870 41,159
ADOBE SYSTEMS, INC 46,696 66,257
ADVANCED ENERGY IND INC 7,068 12,719
AFFILIATED MANAGERS GROUP 10,932 15,718
AGCO CP 2,134 2,898
AIA GROUP LTD ADR 9,195 7,147
ALBANY INTERNATIONAL CORP 5,479 6,318
ALCON INC 4,756 6,367
ALFA LAVAL AB 3,789 6,230
ALIGN TECHNOLOGY, INC 9,524 7,089
ALLIANZ SE 13,467 18,599
ALLISON TRANMISSION HOLDINGS 8,763 23,665
ALPHABET INC CL A 15,391 45,621
ALPHABET INC CL C 27,610 83,794
AMAZON COM 128,612 190,212
AMER FIN GRP HLD 5,992 9,996
AMERCO NON VOTING ORD SHS SERI 7,698 11,529
AMERICOLD REALTY TRUST 12,703 8,795
AMICUS THERAPEUTICS INC 6,837 4,898
AMKOR TECHNOLOGY, INC 1,995 2,543
APPLE INC 50,869 65,109
APPLIED IDNS TECH 2,014 5,508
ARCHROCK INC 2,821 9,160
ATLAS COPCO AB A SHS ADR 6,775 13,572
AUTODESK, INC 38,694 51,725
AVANTOR HOLDINGS INC 6,920 7,227
BAKER HUGHES COMPANY 8,301 16,818
BANCO BILBAO ARG SA 5,495 8,505
BANK OF AMERICA CORP 19,422 26,941
BCE INC 21,483 11,242
BJ'S WHLSL CLUB INC 7,448 12,956
BOK FINANCIAL CORP 7,113 10,326
BOX INC 5,782 7,173
C T S CP 4,070 5,062
CABOT CP 5,104 9,222
CANADIAN NATL RAILWAY CO 2,922 3,451
CARLISLE COS INC 2,719 5,901
CASELLA WASTE SYSTEMS INC 6,606 16,295
CHAMPIONX CORP 3,411 6,362
CHARLES SCHWAB INTRNTNL EQ 99,592 100,197
CHEVRON CORP 24,465 29,982
CHUBB LIMITED 21,908 41,721
CHUGAI PHARMACEUTICAL CO., LTD 3,929 7,170
CISCO SYSTEMS INC 16,740 20,661
COGNIZANT TECHNOLOGY SOLUTIONS 11,976 13,534
COMCAST CORP 16,063 15,275
CONMED CORPORATION 6,500 4,791
CONOCOPHILLIPS 14,592 22,512
DARLING INGREDIENTS INC 4,792 4,952
DASSAULT SYS SA SPN ADR 6,834 7,232
DBS GROUP HLDGS SPON ADR 10,086 18,566
DECKERS OUTDOOR CORPORATION 6,326 23,152
DIAGEO PLC ADS 13,838 11,187
DIODES 5,343 4,934
DOCUSIGN INC 27,043 18,258
DOLBY LABORATORIES 2,998 3,358
DOW INC 15,737 11,798
DUKE ENERGY CO 16,470 20,040
EAGLE MATERIALS INC 8,786 18,013
EMCOR GROUP INC 2,916 18,610
ENBRIDGE INC 31,455 38,187
ENCOMPASS HEALTH CORPORATION 9,242 16,992
ENERSYS 5,902 7,117
ENTEGRIS INC 3,499 4,656
EPIROC AB 2,994 5,034
EXELIXIS, INC. 4,914 8,059
EXLSERVICE HOLDINGS INC 1,517 5,548
EXXON MOBIL CORP 19,163 29,474
F M C CP 9,869 4,667
FIDELITY NATIONAL FINANCIAL IN 9,698 15,158
FIRSTCASH HOLDINGS INC 4,899 6,527
FLOWSERVE CP 5,068 11,216
FOMENTO ECONOMICO MEXICANO 9,664 10,515
FORMFACTOR INC. 5,162 11,220
FRANKLIN ELECTRIC CO., INC 6,099 10,914
GATX CORP INC 5,137 9,917
GEN DYNAMICS CP 13,317 20,552
GENUINE PARTS COMPANY 14,512 16,697
HAIER SMART HOME ADR 8,098 8,540
HDFC BANK LTD ADR 2,956 3,832
HEXCEL CP DELAWARE 9,162 8,778
HOULIHAN LOKEY INC 11,671 27,786
HYATT HOTELS CORP 4,992 12,244
ICICI BK LTD ADS 3,151 10,421
INFINEON TECH ADS 7,912 11,675
INSPERITY INC 3,532 2,945
INTEL CORP 18,771 7,479
INTERPUBLIC GROUP OF COS 8,712 10,171
IRHYTHM TECHNOLOGIES INC 3,957 4,238
ISHARES MSCI EMERGING MARKETS 86,996 93,877
ITT INC 2,013 5,001
JFROG 3,181 3,441
JOHNSON & JOHNSON 21,309 22,705
JOHNSON CONTROLS INTERNATIONAL 17,111 30,467
JP MORGAN CHASE 22,555 45,785
KIMBERLY CLARK CORP 13,299 15,201
KOMATSU LTD 4,088 5,382
KUBOTA CORPORATION 4,919 3,469
L'AIR LIQUIDE ADR OTC 2,710 4,418
L'OREAL ADR 8,981 11,477
LATTICE SEMICONDUCTOR 4,792 5,268
LINDE PLC COM 2,380 5,861
LITHIA MOTORS INC CL A 6,394 7,863
LITTELFUSE, INC 6,573 7,070
LIVE NATION INC COM 8,197 14,893
LKQ CORPORATION 6,812 7,387
LOEWS CORP 4,584 7,876
LONZA GROUP AG UNSP/ADR 3,744 6,995
LOWES COMPANIES INC 9,718 19,250
MANULIFE FIN CORP 5,788 10,595
MASTERCARD INC 34,783 62,135
MATADOR RESOURCES COMPANY 2,901 3,376
MATERION CORP 2,893 3,757
MEDPACE HOLDINGS, INC 3,409 4,983
MEDTRONIC PLC 25,216 19,571
MERCK & CO INC 19,624 27,456
MERITAGE CORPORATION 4,399 9,998
MICROSOFT CORP 37,826 107,062
MOHAWK INDS INC 2,697 3,693
MOOG INC CL A 5,050 12,795
MORGAN STANLEY 15,872 37,339
NEBIUS GROUP N V 1,725 1,551
NESTLE S.A 3,713 3,513
NETFLIX INC 59,980 148,851
NEW YORK TIMES CO CL A 4,137 6,142
NEXTERA ENERGY, INC 19,614 25,737
NIKE INC-CL B 13,998 12,410
NOVARTIS AG ADR 15,769 21,116
OIL CO LUKOIL PJSC SPON ADR RE 7,401 626
PARSONS ORD SHS 6,787 15,683
PAYPAL HOLDINGS, INC 32,460 25,093
PFIZER INC 20,615 13,849
PHILIP MORRIS INTL 20,800 30,328
PLEXUS CORPORATION INC 4,725 10,641
POWER INTEGRATIONS, INC 1,583 2,715
PROGRESSIVE CORP OHIO 4,361 11,501
PT TELEKOM. IND. TBK ADR 4,031 2,977
REGAL REXNORD CORP 5,656 6,671
REINSURANCE GROUP AMER INC 7,774 13,031
RENAISSANCERE HOLDINGS LTD 4,232 6,718
RIO TINTO PLC SPONSORED ADR 5,568 6,293
RITCHIE BROS AUCTIONEERS 8,971 16,599
ROCHE HOLDING LTD ADR 7,652 8,336
RYDER SYSTEM 2,638 8,314
SALESFORCE.COM 49,316 88,932
SANMINA-SCI CORPORATION 4,844 12,410
SAP AKTIENGESELL ADS 7,258 15,511
SCHNEIDER ELEC UNSP/ADR 6,074 15,537
SELECT SECTOR SPDR UTILITIES 21,285 26,492
SERVICE NOW 36,324 109,193
SHELL ADR EACH REPRESENTING 2 6,390 7,831
SIEMENS AG 17,406 27,070
SMITH A O CORP DEL COM 3,843 4,706
SNAP ON INC 7,008 14,258
SONOVA HOLDING AG AD 2,350 4,032
SOUTH STATE CORPORATION 6,171 8,456
SPDR S&P AEROSPACE AND DEFENSE 58,005 82,910
SPX CORPORATION 6,561 17,317
SS&C TECHNOLOGIES INC 12,141 16,444
STAG INDUSTRIAL INC 5,483 5,783
STIFEL FINANCIAL CP 3,967 9,441
SYMRISE AG UNSPONSORED 3,995 4,886
TAIWAN SEMICONDUCTOR MFG CO LT 5,007 21,329
TARGET CORPORATION 13,963 14,464
TELEDYNE TECH INC 3,987 6,034
TENCENT HOLDINGS LIMITED 10,860 10,530
THERMO FISHER SCIENTIFIC INC 27,653 27,052
TIMKEN CO COM 5,221 7,422
TOPBUILD CORP 4,543 7,472
TRAVELERS COMPANIES INC 11,305 20,476
UNICHARM CORP - SPN ADR 4,610 3,168
UNILEVER PLC AMER 16,690 16,953
UNITED PARCEL SERVICE 19,968 14,502
UNITEDHEALTH GROUP INC 21,489 34,398
VANGUARD VALUE ETF 62,211 72,799
VENTAS INC 8,822 12,544
VICI PROPERTIES INC 16,928 16,095
VISA INC 34,031 60,048
VISTRA ENERGY CORP 9,330 65,075
WEYERHAEUSER CO 7,953 6,784
WHITE MTN INS LTD 8,479 17,506
ZIMMER BIOMET HOLDINGS 9,843 9,084
ZOETIS INC 17,050 22,321
ZURN WATER SOLUTIONS 3,024 4,513

TY 2024 InvestmentsGovtObligationsSch
Name:
Hebson Family Foundation
EIN:
45-3455627
US Government Securities - End of Year Book Value:

1,547,859
US Government Securities - End of Year Fair Market Value:

1,430,853
State & Local Government Securities - End of Year Book Value:


65,164
State & Local Government Securities - End of Year Fair Market Value:


51,962


TY 2024 LegalFeesSchedule
Name:
Hebson Family Foundation
EIN:
45-3455627
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Document Review/Drafting 7,963     7,963


TY 2024 OtherExpensesSchedule
Name:
Hebson Family Foundation
EIN:
45-3455627
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 31,455     31,455
Bank Charges 360 360    
State or Local Filing Fees 15     15


TY 2024 OtherProfessionalFeesSchedule
Name:
Hebson Family Foundation
EIN:
45-3455627
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 30,539 30,539    


TY 2024 TaxesSchedule
Name:
Hebson Family Foundation
EIN:
45-3455627
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 1,900      
990-PF Extension for 2023 100      
Foreign Tax Paid 2,432 2,432