TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

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

OMB No. 1545-0047

2024

Open to Public Inspection

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

Name of foundation
The Waitte Foundation

Number and street (or P.O. box number if mail is not delivered to street address)19 Glenridge Avenue
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Los Gatos, CA95030

A Employer identification number

77-0527049

B Telephone number (see instructions)

(408) 399-9168

C If exemption application is pending, check here right arrow

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

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

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

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

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

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

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

$2,498,113J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

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


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	759		759
4	Dividends and interest from securities...	57,753		57,753
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		120,912
b	Gross sales price for all assets on line 6a 360,425
7	Capital gain net income (from Part IV, line 2)...			120,912
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).......	List of Attached Documents: // Content	12,687
12	Total. Add lines 1 through 11........	192,111		179,424
13	Compensation of officers, directors, trustees, etc.	18,522			18,522
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	2,200		2,200
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	6,950		6,950
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	21,084	21,084
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	5,440	2,440
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......	2,590			2,590
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	10,164		6,309
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	66,950		23,524	36,571
25	Contributions, gifts, grants paid.......	102,278			102,278
26	Total expenses and disbursements. Add lines 24 and 25	169,228		23,524	138,849
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	22,883
b	Net investment income (if negative, enter -0-)			155,900
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	31,082	79,612	79,612
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	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).......	1,255,351	1,204,863	1,487,396
	c	Investments—corporate bonds (attach schedule).......	1,107,760	1,132,601	931,105
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,394,193	2,417,076	2,498,113
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	4,066,250	4,066,250
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	-1,672,057	-1,649,174
	29	Total net assets or fund balances (see instructions).....	2,394,193	2,417,076
	30	Total liabilities and net assets/fund balances (see instructions).	2,394,193	2,417,076

Part III

Analysis of Changes in Net Assets or Fund Balances

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

2,394,193

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

22,883

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

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

2,417,076

Decreases not included in line 2 (itemize) right arrow

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

2,417,076

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	5 EOG RESOURCES INC	P	2019-09-05	2024-12-30
b	2 LABCORP HOLDINGS INC	P	2024-11-14	2024-12-23
c	3 HONEYWELL INTERNATIONAL INC	P	2024-06-17	2024-12-23
d	5 MERCK & CO. INC.	P	2024-07-15	2024-12-23
e	7 MEDTRONIC PLC	P	2020-01-31	2024-12-23
	13 BAKER HUGHES CO	P	2022-03-22	2024-12-23
	3 BROADCOM INC	P	2023-06-27	2024-12-23
	2 EATON CORP PLC	P	2020-01-27	2024-12-23
	3 HYATT HOTELS CORP - CL A	P	2023-02-10	2024-12-23
	2 HOME DEPOT INC	P	2013-02-28	2024-12-23
	3 WALMART INC	P	2020-06-18	2024-12-23
	2 WALMART INC	P	2020-01-24	2024-12-23
	2 WATERS CORP	P	2023-04-19	2024-12-23
	9 WELLS FARGO & CO	P	2019-11-19	2024-12-23
	1 PROCTER & GAMBLE CO/THE	P	2021-02-19	2024-12-23
	2 PROCTER & GAMBLE CO/THE	P	2020-12-30	2024-12-23
	2 PROGRESSIVE CORP	P	2021-09-15	2024-12-23
	2 CONSTELLATION BRANDS INC-A	P	2021-09-15	2024-12-23
	6 WALT DISNEY CO/THE	P	2022-07-05	2024-12-23
	14 BANK OF AMERICA CORP	P	2018-06-20	2024-12-23
	134.855 AB SMALL CAP CORE PORTFOLIO ADV CL	P	2018-12-14	2024-12-20
	7 ALPHABET INC-CL C	P	2018-04-12	2024-12-20
	1 META PLATFORMS INC-CLASS A	P	2019-12-06	2024-12-20
	1 META PLATFORMS INC-CLASS A	P	2019-09-27	2024-12-20
	73.162 AB DISCOVERY GRWTH FUND- AD	P	2018-12-13	2024-12-20
	3 VISA INC-CLASS A SHARES	P	2018-02-15	2024-12-20
	2 UNITEDHEALTH GROUP INC	P	2019-03-19	2024-12-20
	1 UNITEDHEALTH GROUP INC	P	2019-03-19	2024-12-20
	41.261 AB DISCOVERY VALUE-ADV	P	2019-07-23	2024-12-20
	19.584 AB DISCOVERY VALUE-ADV	P	2019-05-21	2024-12-20
	5 MICROSOFT CORP	P	2018-10-23	2024-12-20
	13 NVIDIA CORP	P	2020-03-25	2024-12-20
	1 REGENERON PHARMACEUTICALS	P	2023-05-22	2024-12-20
	1 COSTCO WHOLESALE CORP	P	2021-02-19	2024-12-20
	1 AMAZON.COM INC	P	2021-01-12	2024-12-20
	4 AMAZON.COM INC	P	2020-04-22	2024-12-20
	5 APPLE INC	P	2015-06-04	2024-12-20
	368.483 AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL	P	2011-09-26	2024-12-20
	26 GEN DIGITAL INC	P	2022-12-01	2024-12-18
	8 GEN DIGITAL INC	P	2022-11-21	2024-12-18
	2 AMERICAN TOWER CORP	P	2023-01-31	2024-12-18
	2 AMERICAN TOWER CORP	P	2023-01-24	2024-12-18
	3 AMERICAN TOWER CORP	P	2022-12-16	2024-12-18
	3 AMERICAN TOWER CORP	P	2022-11-28	2024-12-18
	2 AMERICAN TOWER CORP	P	2022-11-22	2024-12-18
	2 AMERICAN TOWER CORP	P	2021-10-07	2024-12-18
	5 AMERICAN TOWER CORP	P	2021-09-15	2024-12-18
	3 AMERICAN TOWER CORP	P	2021-02-19	2024-12-18
	2 AMERICAN TOWER CORP	P	2021-02-09	2024-12-18
	5 WALMART INC	P	2020-01-24	2024-12-18
	2 BROADCOM INC	P	2023-06-27	2024-12-17
	1 META PLATFORMS INC-CLASS A	P	2019-09-27	2024-12-13
	3 CDW CORP/DE	P	2017-06-26	2024-12-13
	1 GOLDMAN SACHS GROUP INC	P	2020-09-11	2024-12-13
	2 VISA INC-CLASS A SHARES	P	2018-02-15	2024-12-13
	1 KLA CORP	P	2021-10-15	2024-12-13
	3 ORACLE CORP	P	2022-02-08	2024-12-13
	7 EDWARDS LIFESCIENCES CORP	P	2021-09-15	2024-12-13
	6 ALPHABET INC-CL C	P	2018-04-12	2024-12-12
	12.278 AB DISCOVERY VALUE-ADV	P	2019-05-21	2024-12-12
	2.171 AB DISCOVERY VALUE-ADV	P	2018-12-17	2024-12-12
	56.447 AB DISCOVERY VALUE-ADV	P	2018-12-18	2024-12-12
	107.622 AB DISCOVERY GRWTH FUND- AD	P	2018-12-13	2024-12-12
	1 MICROSOFT CORP	P	2018-10-23	2024-12-12
	5 MICROSOFT CORP	P	2018-10-16	2024-12-12
	17 NVIDIA CORP	P	2020-03-25	2024-12-12
	6 AMAZON.COM INC	P	2020-04-22	2024-12-12
	6 APPLE INC	P	2015-06-04	2024-12-12
	21 NEXTERA ENERGY INC	P	2024-03-18	2024-12-11
	7 NEXTERA ENERGY INC	P	2023-06-12	2024-12-11
	6 NEXTERA ENERGY INC	P	2023-04-26	2024-12-11
	7 NEXTERA ENERGY INC	P	2023-02-01	2024-12-11
	1 CHEVRON CORP	P	2021-09-15	2024-12-10
	6 NEXTERA ENERGY INC	P	2022-10-10	2024-12-09
	8 NEXTERA ENERGY INC	P	2022-06-16	2024-12-09
	9 NEXTERA ENERGY INC	P	2022-06-10	2024-12-09
	18 NEXTERA ENERGY INC	P	2021-09-15	2024-12-09
	6 ORACLE CORP	P	2022-02-08	2024-12-09
	7 CHEVRON CORP	P	2021-09-15	2024-12-09
	8 CHEVRON CORP	P	2021-03-04	2024-12-09
	2 CHEVRON CORP	P	2020-11-24	2024-12-09
	8 ILLUMINA INC	P	2024-09-26	2024-11-19
	3 ILLUMINA INC	P	2023-05-15	2024-11-19
	5 ILLUMINA INC	P	2023-05-11	2024-11-19
	2 ILLUMINA INC	P	2023-02-08	2024-11-19
	4 ILLUMINA INC	P	2023-01-05	2024-11-19
	8 ILLUMINA INC	P	2022-12-29	2024-11-19
	4 ILLUMINA INC	P	2022-12-28	2024-11-19
	1 ELEVANCE HEALTH INC	P	2024-02-07	2024-11-15
	1 ELEVANCE HEALTH INC	P	2023-11-27	2024-11-15
	2 ELEVANCE HEALTH INC	P	2023-10-20	2024-11-15
	1 ELEVANCE HEALTH INC	P	2023-09-19	2024-11-15
	1 ELEVANCE HEALTH INC	P	2023-07-24	2024-11-15
	1 ELEVANCE HEALTH INC	P	2023-05-23	2024-11-15
	5 ELEVANCE HEALTH INC	P	2021-09-15	2024-11-15
	16 CORTEVA INC	P	2023-10-17	2024-11-15
	2 META PLATFORMS INC-CLASS A	P	2019-06-14	2024-11-15
	3 CHEVRON CORP	P	2020-11-24	2024-11-15
	9 HCA HEALTHCARE INC	P	2023-11-15	2024-11-14
	1 WATERS CORP	P	2023-04-19	2024-11-14
	1 WATERS CORP	P	2023-04-18	2024-11-14
	4 PROGRESSIVE CORP	P	2021-09-15	2024-11-14
	3 PROGRESSIVE CORP	P	2019-11-19	2024-11-14
	23 GEN DIGITAL INC	P	2022-11-21	2024-11-12
	2 VERTEX PHARMACEUTICALS INC	P	2020-09-17	2024-11-11
	1 VERTEX PHARMACEUTICALS INC	P	2019-12-06	2024-11-11
	2 PROGRESSIVE CORP	P	2019-11-19	2024-11-11
	2 SERVICENOW INC	P	2022-07-28	2024-11-08
	8 QUALCOMM INC	P	2021-09-15	2024-11-06
	3 GE VERNOVA INC	P	2024-07-25	2024-10-30
	1 HCA HEALTHCARE INC	P	2023-11-15	2024-10-30
	3 HCA HEALTHCARE INC	P	2023-11-06	2024-10-30
	14 NEXTERA ENERGY INC	P	2021-09-15	2024-10-30
	2 NEXTERA ENERGY INC	P	2020-11-03	2024-10-30
	4 GEN DIGITAL INC	P	2022-11-21	2024-10-30
	27 GEN DIGITAL INC	P	2021-09-15	2024-10-30
	2 EATON CORP PLC	P	2020-01-27	2024-10-30
	3 GE VERNOVA INC	P	2024-07-25	2024-10-28
	3 FISERV INC	P	2024-10-04	2024-10-28
	3 HCA HEALTHCARE INC	P	2023-11-06	2024-10-28
	6 NEXTERA ENERGY INC	P	2020-11-03	2024-10-28
	6 NEXTERA ENERGY INC	P	2020-09-17	2024-10-28
	48 GEN DIGITAL INC	P	2021-09-15	2024-10-28
	1 THERMO FISHER SCIENTIFIC INC	P	2023-11-27	2024-10-22
	2 WILLIS TOWERS WATSON PLC	P	2022-02-16	2024-10-22
	9 CAMECO CORP	P	2024-08-09	2024-10-17
	6 PROLOGIS INC	P	2020-03-25	2024-10-17
	1 ZOETIS INC	P	2021-09-15	2024-10-17
	2 ZOETIS INC	P	2019-12-06	2024-10-17
	1 KLA CORP	P	2021-10-07	2024-10-17
	292.807 AB GLOBAL BOND FUND- ADV	P	2014-10-28	2024-10-16
	1 BAKER HUGHES CO	P	2022-03-22	2024-10-16
	1 ELEVANCE HEALTH INC	P	2021-09-15	2024-10-16
	2 ELEVANCE HEALTH INC	P	2020-07-29	2024-10-16
	1 THERMO FISHER SCIENTIFIC INC	P	2023-11-27	2024-10-15
	2 GE VERNOVA INC	P	2024-07-25	2024-10-15
	3 HCA HEALTHCARE INC	P	2023-11-06	2024-10-15
	12 CORTEVA INC	P	2023-10-17	2024-10-15
	28 GEN DIGITAL INC	P	2021-09-15	2024-10-15
	3 AMERICAN TOWER CORP	P	2021-02-09	2024-10-15
	1 ELEVANCE HEALTH INC	P	2020-07-29	2024-10-15
	3 ELEVANCE HEALTH INC	P	2020-04-22	2024-10-15
	20 BAKER HUGHES CO	P	2022-03-22	2024-10-15
	5 AMERICAN ELECTRIC POWER	P	2018-07-13	2024-10-15
	11 COCA-COLA CO/THE	P	2021-06-29	2024-10-15
	2 CONSTELLATION BRANDS INC-A	P	2021-09-15	2024-10-15
	5 EOG RESOURCES INC	P	2019-09-05	2024-10-15
	7 COMCAST CORP-CLASS A	P	2017-02-07	2024-10-15
	5 COMCAST CORP-CLASS A	P	2015-08-05	2024-10-15
	10 NEXTERA ENERGY INC	P	2020-09-17	2024-10-15
	2 WATERS CORP	P	2023-04-18	2024-10-15
	1 WESTERN DIGITAL CORP	P	2021-03-24	2024-10-15
	8 WESTERN DIGITAL CORP	P	2021-07-19	2024-10-15
	1 WESTERN DIGITAL CORP	P	2021-09-15	2024-10-15
	6 NIKE INC -CL B	P	2017-08-09	2024-10-15
	3 NIKE INC -CL B	P	2018-03-06	2024-10-15
	21 OTIS WORLDWIDE CORP	P	2022-04-01	2024-10-15
	3 PACCAR INC	P	2023-01-17	2024-10-15
	2 PACCAR INC	P	2023-02-07	2024-10-15
	3 PROCTER & GAMBLE CO/THE	P	2020-12-30	2024-10-15
	13 ROCHE HOLDINGS LTD-SPONS ADR	P	2020-05-01	2024-10-15
	1 ADOBE INC	P	2021-09-15	2024-10-14
	1 ADOBE INC	P	2021-03-04	2024-10-14
	2 ELEVANCE HEALTH INC	P	2019-03-19	2024-10-14
	22 ALPHABET INC-CL C	P	2018-04-12	2024-10-14
	10 AMAZON.COM INC	P	2020-04-22	2024-10-14
	7 AMAZON.COM INC	P	2020-03-26	2024-10-14
	15 APPLE INC	P	2015-06-04	2024-10-14
	22 BANK OF AMERICA CORP	P	2018-06-20	2024-10-14
	2 BANK OF AMERICA CORP	P	2016-02-26	2024-10-14
	152.755 AB DISCOVERY VALUE-ADV	P	2018-12-17	2024-10-14
	142.935 AB DISCOVERY GRWTH FUND- AD	P	2018-12-13	2024-10-14
	112.89 AB DISCOVERY GRWTH FUND- AD	P	2018-10-23	2024-10-14
	5.764 AB DISCOVERY GRWTH FUND- AD	P	2018-08-01	2024-10-14
	2 LINDE PLC	P	2021-06-16	2024-10-14
	2 NXP SEMICONDUCTORS NV	P	2020-07-29	2024-10-14
	2 NXP SEMICONDUCTORS NV	P	2020-05-19	2024-10-14
	4 META PLATFORMS INC-CLASS A	P	2019-06-14	2024-10-14
	1 SERVICENOW INC	P	2022-01-25	2024-10-14
	1 EATON CORP PLC	P	2019-09-05	2024-10-14
	3 EATON CORP PLC	P	2020-01-27	2024-10-14
	1 T-MOBILE US INC	P	2021-09-15	2024-10-14
	4 T-MOBILE US INC	P	2021-03-24	2024-10-14
	3 MEDTRONIC PLC	P	2020-01-31	2024-10-14
	9 MEDTRONIC PLC	P	2019-11-19	2024-10-14
	61.584 AB SMALL CAP CORE PORTFOLIO ADV CL	P	2018-12-14	2024-10-14
	124.941 AB SMALL CAP CORE PORTFOLIO ADV CL	P	2018-12-03	2024-10-14
	1 IQVIA HOLDINGS INC	P	2022-07-14	2024-10-14
	4 IQVIA HOLDINGS INC	P	2022-07-05	2024-10-14
	11 BROADCOM INC	P	2023-06-27	2024-10-14
	21 CSX CORP	P	2020-10-01	2024-10-14
	8 CSX CORP	P	2020-09-25	2024-10-14
	1 GOLDMAN SACHS GROUP INC	P	2020-09-11	2024-10-14
	1 GOLDMAN SACHS GROUP INC	P	2020-07-29	2024-10-14
	3 HOME DEPOT INC	P	2013-02-28	2024-10-14
	3 MICROSOFT CORP	P	2018-10-16	2024-10-14
	12 MICROSOFT CORP	P	2015-06-11	2024-10-14
	41 NVIDIA CORP	P	2020-03-25	2024-10-14
	1 ORACLE CORP	P	2022-02-08	2024-10-14
	7 ORACLE CORP	P	2022-01-18	2024-10-14
	1 ORACLE CORP	P	2021-09-15	2024-10-14
	6 PROGRESSIVE CORP	P	2019-11-19	2024-10-14
	15 SCHWAB (CHARLES) CORP	P	2022-08-30	2024-10-14
	2 UNITEDHEALTH GROUP INC	P	2019-03-19	2024-10-14
	2 UNITEDHEALTH GROUP INC	P	2018-10-23	2024-10-14
	2 VERTEX PHARMACEUTICALS INC	P	2019-12-06	2024-10-14
	5 WALMART INC	P	2020-01-24	2024-10-14
	16 WALMART INC	P	2018-04-12	2024-10-14
	5 WELLS FARGO & CO	P	2019-11-19	2024-10-14
	14 WELLS FARGO & CO	P	2019-04-23	2024-10-14
	3 WELLS FARGO & CO	P	2017-09-27	2024-10-14
	2 VISA INC-CLASS A SHARES	P	2018-02-15	2024-10-14
	7 VISA INC-CLASS A SHARES	P	2016-10-19	2024-10-14
	106.25 AB INTERNATIONAL SMALL CAP PORTFOLIO - ADV CL	P	2016-09-23	2024-10-14
	829.429 AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL	P	2011-09-26	2024-10-14
	14 PAYPAL HOLDINGS INC	P	2022-08-15	2024-10-04
	7 PAYPAL HOLDINGS INC	P	2022-08-11	2024-10-04
	9 PAYPAL HOLDINGS INC	P	2022-05-13	2024-10-04
	11 PAYPAL HOLDINGS INC	P	2021-09-15	2024-10-04
	4 PAYPAL HOLDINGS INC	P	2021-04-29	2024-10-04
	15 PAYPAL HOLDINGS INC	P	2019-02-05	2024-10-04
	4 WILLIS TOWERS WATSON PLC	P	2022-02-16	2024-10-04
	7 PROGRESSIVE CORP	P	2019-11-19	2024-10-04
	3 HCA HEALTHCARE INC	P	2023-11-06	2024-09-26
	10 EDWARDS LIFESCIENCES CORP	P	2021-09-15	2024-09-26
	4 EDWARDS LIFESCIENCES CORP	P	2020-07-29	2024-09-26
	5 MASTEC INC	P	2023-09-13	2024-09-19
	6 MASTEC INC	P	2023-09-11	2024-09-19
	5 MASTEC INC	P	2023-07-11	2024-09-19
	5 MASTEC INC	P	2023-07-06	2024-09-19
	6 ORACLE CORP	P	2021-09-15	2024-09-18
	3 PROGRESSIVE CORP	P	2019-11-19	2024-09-18
	2 PROGRESSIVE CORP	P	2019-04-23	2024-09-18
	12 WALMART INC	P	2018-04-12	2024-09-18
	8 RESTAURANT BRANDS INTERN	P	2023-09-11	2024-09-17
	7 RESTAURANT BRANDS INTERN	P	2023-08-29	2024-09-17
	2 RESTAURANT BRANDS INTERN	P	2023-02-27	2024-09-17
	3 ORACLE CORP	P	2021-09-15	2024-09-17
	8 RESTAURANT BRANDS INTERN	P	2023-02-27	2024-09-11
	6 RESTAURANT BRANDS INTERN	P	2023-02-23	2024-09-11
	11 RESTAURANT BRANDS INTERN	P	2023-01-05	2024-09-11
	8 RESTAURANT BRANDS INTERN	P	2022-12-19	2024-09-11
	11 RESTAURANT BRANDS INTERN	P	2022-12-12	2024-09-11
	8 WESTERN DIGITAL CORP	P	2021-03-24	2024-09-06
	10 WESTERN DIGITAL CORP	P	2021-03-24	2024-08-29
	1 WESTERN DIGITAL CORP	P	2021-03-04	2024-08-29
	8 WESTERN DIGITAL CORP	P	2021-03-04	2024-08-27
	7 WESTERN DIGITAL CORP	P	2021-02-19	2024-08-27
	4 QUALCOMM INC	P	2021-04-14	2024-08-27
	5 QUALCOMM INC	P	2020-12-17	2024-08-27
	9 RESTAURANT BRANDS INTERN	P	2022-12-12	2024-08-26
	3 QUALCOMM INC	P	2020-07-29	2024-08-26
	3 EDWARDS LIFESCIENCES CORP	P	2020-07-29	2024-08-23
	4 EDWARDS LIFESCIENCES CORP	P	2020-07-01	2024-08-23
	20 SENSATA TECHNOLOGIES HOLDING	P	2023-07-21	2024-08-21
	22 SENSATA TECHNOLOGIES HOLDING	P	2023-07-19	2024-08-21
	6 NVIDIA CORP	P	2020-03-25	2024-08-21
	8 WESTERN DIGITAL CORP	P	2021-02-19	2024-08-21
	7 HYATT HOTELS CORP - CL A	P	2023-02-10	2024-08-21
	7 WALMART INC	P	2018-04-12	2024-08-15
	10 SENSATA TECHNOLOGIES HOLDING	P	2023-07-19	2024-08-14
	26 SENSATA TECHNOLOGIES HOLDING	P	2023-07-18	2024-08-14
	8 MASTEC INC	P	2023-07-06	2024-08-13
	31 STELLANTIS NV	P	2022-03-10	2024-08-13
	51 STELLANTIS NV	P	2021-10-15	2024-08-13
	42 STELLANTIS NV	P	2021-10-04	2024-08-13
	15 STELLANTIS NV	P	2021-09-15	2024-08-13
	10 MASTEC INC	P	2023-06-30	2024-08-06
	7 PROGRESSIVE CORP	P	2019-04-23	2024-08-05
	5 HYATT HOTELS CORP - CL A	P	2023-02-10	2024-08-05
	2 HYATT HOTELS CORP - CL A	P	2023-01-11	2024-08-05
	1 META PLATFORMS INC-CLASS A	P	2019-06-14	2024-08-02
	5 EOG RESOURCES INC	P	2019-09-05	2024-07-31
	4 EOG RESOURCES INC	P	2016-02-11	2024-07-31
	2 HCA HEALTHCARE INC	P	2023-11-06	2024-07-30
	14 RESTAURANT BRANDS INTERN	P	2022-12-12	2024-07-30
	8 WALMART INC	P	2018-04-12	2024-07-30
	13 RESTAURANT BRANDS INTERN	P	2022-12-12	2024-07-26
	6 RESTAURANT BRANDS INTERN	P	2022-12-06	2024-07-26
	2 SERVICENOW INC	P	2022-01-13	2024-07-25
	5 WORKDAY INC-CLASS A	P	2023-06-16	2024-07-25
	7 WORKDAY INC-CLASS A	P	2023-06-15	2024-07-25
	5 EDWARDS LIFESCIENCES CORP	P	2020-07-01	2024-07-25
	18 EDWARDS LIFESCIENCES CORP	P	2017-12-20	2024-07-25
	3 PROCTER & GAMBLE CO/THE	P	2020-12-17	2024-07-19
	21 PACCAR INC	P	2023-01-17	2024-07-18
	6 PACCAR INC	P	2023-01-13	2024-07-18
	5 LPL FINANCIAL HOLDINGS INC	P	2022-01-10	2024-07-17
	301.163 AB INCOME FUND-ADV	P	2021-09-14	2024-07-17
	4 EOG RESOURCES INC	P	2016-02-11	2024-07-17
	1 LPL FINANCIAL HOLDINGS INC	P	2022-01-10	2024-07-16
	7 LPL FINANCIAL HOLDINGS INC	P	2021-09-15	2024-07-16
	5 ALPHABET INC-CL C	P	2018-04-12	2024-07-15
	15 GEN DIGITAL INC	P	2021-09-15	2024-07-15
	5 GEN DIGITAL INC	P	2021-07-30	2024-07-15
	5 PACCAR INC	P	2023-01-13	2024-07-15
	3 PROGRESSIVE CORP	P	2019-04-23	2024-07-15
	2 PROGRESSIVE CORP	P	2016-08-10	2024-07-15
	2 REGENERON PHARMACEUTICALS	P	2021-09-15	2024-07-15
	1 REGENERON PHARMACEUTICALS	P	2021-03-04	2024-07-15
	1 REGENERON PHARMACEUTICALS	P	2019-11-19	2024-07-15
	3 ROCHE HOLDINGS LTD-SPONS ADR	P	2020-05-01	2024-07-15
	33 ROCHE HOLDINGS LTD-SPONS ADR	P	2019-11-21	2024-07-15
	20 WALMART INC	P	2018-04-12	2024-07-15
	GRAIL INC	P	2024-07-03	2024-07-03
	4 ORACLE CORP	P	2021-09-15	2024-07-01
	3 PNC FINANCIAL SERVICES GROUP	P	2022-08-23	2024-06-27
	4 PNC FINANCIAL SERVICES GROUP	P	2021-09-15	2024-06-27
	1 GRAIL INC	P	2023-05-15	2024-06-26
	1 GRAIL INC	P	2023-02-08	2024-06-26
	2 GRAIL INC	P	2022-12-29	2024-06-26
	38 ATI INC	P	2024-03-15	2024-06-18
	25 ATI INC	P	2024-03-12	2024-06-18
	3 ALPHABET INC-CL C	P	2018-04-12	2024-06-10
	2 MICROSOFT CORP	P	2015-06-11	2024-06-06
	3 ORACLE CORP	P	2021-09-15	2024-06-06
	1 ORACLE CORP	P	2021-03-04	2024-06-06
	8 MASTEC INC	P	2023-06-30	2024-06-05
	3 EATON CORP PLC	P	2019-09-05	2024-06-05
	1 VERTEX PHARMACEUTICALS INC	P	2019-12-06	2024-06-05
	3 PNC FINANCIAL SERVICES GROUP	P	2021-09-15	2024-06-03
	2 WORKDAY INC-CLASS A	P	2023-06-15	2024-05-23
	1 BOOZ ALLEN HAMILTON HOLDINGS	P	2021-09-15	2024-05-23
	5 BOOZ ALLEN HAMILTON HOLDINGS	P	2021-08-16	2024-05-23
	3 CDW CORP/DE	P	2017-06-26	2024-04-30
	5 T-MOBILE US INC	P	2021-03-04	2024-04-25
	6 ALPHABET INC-CL C	P	2018-04-12	2024-04-25
	12 BANK OF AMERICA CORP	P	2016-02-26	2024-04-22
	2 IQVIA HOLDINGS INC	P	2022-07-05	2024-04-18
	2 PNC FINANCIAL SERVICES GROUP	P	2021-09-15	2024-04-18
	3 PNC FINANCIAL SERVICES GROUP	P	2020-07-29	2024-04-18
	1 PNC FINANCIAL SERVICES GROUP	P	2020-04-22	2024-04-18
	6 QUALCOMM INC	P	2020-07-29	2024-04-18
	309.639 AB INCOME FUND-ADV	P	2021-09-14	2024-04-17
	7 PNC FINANCIAL SERVICES GROUP	P	2020-04-22	2024-04-15
	3 AUTODESK INC	P	2022-04-05	2024-04-11
	5 AUTODESK INC	P	2022-03-25	2024-04-11
	1 T-MOBILE US INC	P	2021-03-04	2024-04-02
	4 T-MOBILE US INC	P	2021-02-02	2024-04-02
	5 QUALCOMM INC	P	2020-07-29	2024-04-02
	7 AMERICAN ELECTRIC POWER	P	2018-07-13	2024-03-18
	7 AMERICAN ELECTRIC POWER	P	2018-06-08	2024-03-18
	21 GEN DIGITAL INC	P	2021-07-30	2024-03-15
	15 GEN DIGITAL INC	P	2021-06-16	2024-03-15
	2 EATON CORP PLC	P	2019-09-05	2024-03-14
	13 WESTERN DIGITAL CORP	P	2021-02-19	2024-03-14
	5 ORACLE CORP	P	2021-03-04	2024-03-14
	3 QUALCOMM INC	P	2020-07-29	2024-03-14
	6 RTX CORPORATION	P	2023-04-26	2024-03-12
	4 RTX CORPORATION	P	2022-06-10	2024-03-12
	1 RTX CORPORATION	P	2022-06-10	2024-03-11
	5 RTX CORPORATION	P	2022-05-19	2024-03-11
	6 RTX CORPORATION	P	2021-12-15	2024-03-11
	6 RTX CORPORATION	P	2021-12-13	2024-03-11
	4 RTX CORPORATION	P	2021-11-15	2024-03-11
	4 PACCAR INC	P	2023-01-13	2024-03-11
	1 PNC FINANCIAL SERVICES GROUP	P	2020-04-22	2024-03-05
	2 PNC FINANCIAL SERVICES GROUP	P	2020-02-13	2024-03-05
	1 ELEVANCE HEALTH INC	P	2019-03-19	2024-02-28
	3 ZOETIS INC	P	2019-12-06	2024-02-26
	20 STELLANTIS NV	P	2021-09-15	2024-02-22
	3 MEDTRONIC PLC	P	2019-11-19	2024-02-22
	3 MEDTRONIC PLC	P	2019-07-24	2024-02-22
	2 EATON CORP PLC	P	2019-09-05	2024-02-22
	4 HYATT HOTELS CORP - CL A	P	2023-01-11	2024-02-22
	10 WELLS FARGO & CO	P	2017-09-27	2024-02-22
	4 ILLUMINA INC	P	2022-12-28	2024-02-22
	1 KLA CORP	P	2021-10-07	2024-02-22
	3 ORACLE CORP	P	2021-03-04	2024-02-22
	3 ORACLE CORP	P	2017-10-19	2024-02-22
	3 PROGRESSIVE CORP	P	2016-08-10	2024-02-22
	4 QUALCOMM INC	P	2020-07-29	2024-02-22
	3 CHEVRON CORP	P	2019-12-06	2024-02-22
	12 COCA-COLA CO/THE	P	2021-06-29	2024-02-22
	1 COSTCO WHOLESALE CORP	P	2018-03-06	2024-02-22
	12 CSX CORP	P	2020-09-25	2024-02-22
	106.611 AB SMALL CAP CORE PORTFOLIO ADV CL	P	2018-12-03	2024-02-21
	7.755 AB SMALL CAP CORE PORTFOLIO ADV CL	P	2018-10-23	2024-02-21
	9 ALPHABET INC-CL C	P	2018-04-12	2024-02-21
	4 ALPHABET INC-CL C	P	2018-03-06	2024-02-21
	2 META PLATFORMS INC-CLASS A	P	2019-05-21	2024-02-21
	87.329 AB DISCOVERY GRWTH FUND- AD	P	2018-08-01	2024-02-21
	45.099 AB DISCOVERY GRWTH FUND- AD	P	2017-12-18	2024-02-21
	6 VISA INC-CLASS A SHARES	P	2016-10-19	2024-02-21
	2 UNITEDHEALTH GROUP INC	P	2018-10-23	2024-02-21
	1 WALMART INC	P	2018-04-12	2024-02-21
	4 WALMART INC	P	2018-03-06	2024-02-21
	4.898 AB DISCOVERY VALUE-ADV	P	2018-12-17	2024-02-21
	5.888 AB DISCOVERY VALUE-ADV	P	2018-10-24	2024-02-21
	68.926 AB DISCOVERY VALUE-ADV	P	2018-10-23	2024-02-21
	11.688 AB DISCOVERY VALUE-ADV	P	2018-02-05	2024-02-21
	8 MICROSOFT CORP	P	2015-06-11	2024-02-21
	2 NVIDIA CORP	P	2020-03-25	2024-02-21
	8 AMAZON.COM INC	P	2020-03-26	2024-02-21
	9 APPLE INC	P	2015-06-04	2024-02-21
	1372.47 AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL	P	2011-09-26	2024-02-21
	2 HOME DEPOT INC	P	2013-02-28	2024-02-16
	1 BOOZ ALLEN HAMILTON HOLDINGS	P	2020-09-03	2024-02-07
	4 BOOZ ALLEN HAMILTON HOLDINGS	P	2021-08-16	2024-02-07
	3 VERTEX PHARMACEUTICALS INC	P	2019-03-19	2024-02-07
	1 META PLATFORMS INC-CLASS A	P	2019-05-21	2024-02-05
	6 ROCHE HOLDINGS LTD-SPONS ADR	P	2019-11-21	2024-01-31
	22 ROCHE HOLDINGS LTD-SPONS ADR	P	2019-11-19	2024-01-31
	2 ROCHE HOLDINGS LTD-SPONS ADR	P	2019-08-01	2024-01-31
	8 ALPHABET INC-CL C	P	2018-03-06	2024-01-29
	3 EATON CORP PLC	P	2019-09-05	2024-01-29
	285.706 AB INCOME FUND-ADV	P	2021-09-14	2024-01-24
	3 RTX CORPORATION	P	2021-11-15	2024-01-22
	10 RTX CORPORATION	P	2021-11-03	2024-01-22
	2 GOLDMAN SACHS GROUP INC	P	2020-07-29	2024-01-05
	Cash in lieu	P	2000-01-01	2024-12-31
	Capital Gain Dividends

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	602	382	220
b	456	478	-22
c	682	636	46
d	496	640	-144
e	568	813	-245
	520	477	43
	695	254	441
	676	190	486
	469	329	140
	782	137	645
	270	118	152
	180	77	103
	738	615	123
	633	488	145
	167	128	39
	334	275	59
	481	186	295
	451	436	15
	668	579	89
	611	409	202
	1,625	1,377	248
	1,358	362	996
	596	201	395
	596	177	419
	995	727	268
	959	363	596
	999	514	485
	500	257	243
	888	830	58
	422	390	32
	2,195	537	1,658
	1,752	81	1,671
	709	746	-37
	957	356	601
	225	156	69
	900	474	426
	1,268	162	1,106
	4,665	3,224	1,441
	741	610	131
	228	184	44
	374	444	-70
	374	429	-55
	561	640	-79
	561	642	-81
	374	435	-61
	374	533	-159
	934	1,482	-548
	561	683	-122
	374	467	-93
	475	193	282
	480	169	311
	618	177	441
	532	196	336
	586	199	387
	630	242	388
	655	329	326
	517	242	275
	513	852	-339
	1,169	310	859
	280	245	35
	49	41	8
	1,286	1,020	266
	1,525	1,069	456
	452	107	345
	2,261	550	1,711
	2,343	106	2,237
	1,373	711	662
	1,489	195	1,294
	1,555	1,264	291
	518	518
	444	448	-4
	518	520	-2
	158	98	60
	450	461	-11
	599	565	34
	674	690	-16
	1,349	1,523	-174
	1,136	484	652
	1,106	686	420
	1,264	836	428
	316	190	126
	1,064	1,047	17
	399	597	-198
	665	1,011	-346
	266	393	-127
	532	780	-248
	1,064	1,567	-503
	532	741	-209
	401	498	-97
	401	478	-77
	801	911	-110
	401	436	-35
	401	472	-71
	401	457	-56
	2,003	1,891	112
	885	821	64
	1,106	361	745
	484	286	198
	3,130	2,188	942
	380	308	72
	380	308	72
	1,027	372	655
	770	215	555
	697	529	168
	1,011	535	476
	506	224	282
	519	143	376
	2,025	878	1,147
	1,381	1,105	276
	896	491	405
	362	243	119
	1,086	689	397
	1,109	1,184	-75
	158	151	7
	108	92	16
	728	708	20
	687	190	497
	870	491	379
	605	555	50
	1,076	689	387
	497	454	43
	497	417	80
	1,297	1,259	38
	588	490	98
	580	447	133
	505	354	151
	748	427	321
	192	205	-13
	384	243	141
	675	331	344
	2,047	2,435	-388
	37	37
	495	378	117
	990	568	422
	604	490	114
	531	328	203
	1,216	689	527
	688	615	73
	787	734	53
	686	700	-14
	484	284	200
	1,452	791	661
	732	733	-1
	501	351	150
	775	594	181
	490	436	54
	640	382	258
	295	262	33
	211	151	60
	830	694	136
	721	616	105
	67	66	1
	540	501	39
	68	58	10
	493	359	134
	247	195	52
	2,206	1,611	595
	321	205	116
	214	146	68
	520	413	107
	511	558	-47
	511	661	-150
	511	444	67
	1,014	623	391
	3,663	1,137	2,526
	1,879	1,185	694
	1,315	672	643
	3,464	487	2,977
	924	643	281
	84	25	59
	3,770	2,860	910
	1,942	1,419	523
	1,534	1,410	124
	78	77	1
	954	583	371
	485	234	251
	485	199	286
	2,371	721	1,650
	942	509	433
	345	81	264
	1,035	284	751
	216	128	88
	864	497	367
	270	348	-78
	810	1,008	-198
	868	629	239
	1,762	1,473	289
	233	211	22
	930	854	76
	2,001	931	1,070
	740	538	202
	282	207	75
	521	199	322
	521	202	319
	1,247	205	1,042
	1,261	330	931
	5,043	555	4,488
	5,693	256	5,437
	176	81	95
	1,234	602	632
	176	88	88
	1,521	429	1,092
	1,016	1,081	-65
	1,214	514	700
	1,214	523	691
	968	447	521
	402	193	209
	1,286	461	825
	312	271	41
	873	662	211
	187	162	25
	561	242	319
	1,964	578	1,386
	1,360	1,157	203
	11,330	7,256	4,074
	1,110	1,411	-301
	555	711	-156
	714	708	6
	872	3,106	-2,234
	317	1,087	-770
	1,190	1,381	-191
	1,164	894	270
	1,790	501	1,289
	1,208	689	519
	649	1,217	-568
	260	319	-59
	599	421	178
	719	540	179
	599	575	24
	599	568	31
	988	530	458
	772	215	557
	515	151	364
	941	346	595
	557	534	23
	488	477	11
	139	131	8
	503	265	238
	547	524	23
	410	395	15
	752	711	41
	547	520	27
	752	734	18
	483	532	-49
	626	664	-38
	63	67	-4
	503	537	-34
	440	486	-46
	694	538	156
	867	745	122
	630	600	30
	506	277	229
	212	239	-27
	283	277	6
	745	931	-186
	820	1,035	-215
	774	37	737
	519	555	-36
	1,018	767	251
	517	202	315
	359	470	-111
	932	1,222	-290
	855	910	-55
	472	468	4
	776	1,021	-245
	639	788	-149
	228	310	-82
	1,050	1,177	-127
	1,475	530	945
	670	548	122
	268	204	64
	487	180	307
	634	382	252
	508	255	253
	722	459	263
	968	934	34
	553	231	322
	895	867	28
	413	394	19
	1,657	1,055	602
	1,155	1,117	38
	1,616	1,569	47
	309	346	-37
	1,111	687	424
	503	415	88
	2,338	1,436	902
	668	417	251
	1,115	878	237
	1,939	2,416	-477
	529	255	274
	244	176	68
	1,709	1,023	686
	941	259	682
	381	393	-12
	127	124	3
	523	347	176
	649	227	422
	433	68	365
	2,171	1,310	861
	1,085	450	635
	1,085	344	741
	108	129	-21
	1,188	1,257	-69
	1,396	576	820
	5		5
	572	353	219
	455	500	-45
	607	765	-158
	17	47	-30
	17	34	-17
	34	67	-33
	2,073	1,874	199
	1,364	1,212	152
	526	155	371
	849	93	756
	370	265	105
	123	66	57
	894	942	-48
	976	243	733
	483	224	259
	464	574	-110
	522	448	74
	152	81	71
	762	405	357
	727	196	531
	821	596	225
	946	310	636
	454	150	304
	454	427	27
	296	382	-86
	443	323	120
	148	99	49
	967	553	414
	1,929	2,483	-554
	1,049	692	357
	722	634	88
	1,204	1,049	155
	162	119	43
	647	521	126
	851	461	390
	576	491	85
	576	448	128
	448	521	-73
	320	415	-95
	599	162	437
	793	902	-109
	632	328	304
	503	277	226
	543	586	-43
	362	382	-20
	91	95	-4
	457	453	4
	549	499	50
	549	508	41
	366	358	8
	455	278	177
	157	99	58
	314	310	4
	502	311	191
	589	365	224
	525	413	112
	254	336	-82
	254	305	-51
	570	162	408
	541	408	133
	535	542	-7
	543	762	-219
	685	331	354
	333	197	136
	333	148	185
	576	102	474
	619	369	250
	467	356	111
	734	648	86
	735	191	544
	453	311	142
	1,328	1,257	71
	97	91	6
	1,288	465	823
	572	220	352
	930	370	560
	1,029	1,163	-134
	531	511	20
	1,651	496	1,155
	1,039	523	516
	173	86	87
	693	357	336
	109	92	17
	131	125	6
	1,531	1,515	16
	260	263	-3
	3,190	370	2,820
	1,336	125	1,211
	1,342	768	574
	1,631	292	1,339
	16,950	12,007	4,943
	724	137	587
	144	86	58
	575	324	251
	1,261	549	712
	465	185	280
	211	228	-17
	775	841	-66
	70	68	2
	1,234	440	794
	741	243	498
	1,829	2,292	-463
	257	268	-11
	855	885	-30
	773	405	368
	4		4
			7,328

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			220
b			-22
c			46
d			-144
e			-245
			43
			441
			486
			140
			645
			152
			103
			123
			145
			39
			59
			295
			15
			89
			202
			248
			996
			395
			419
			268
			596
			485
			243
			58
			32
			1,658
			1,671
			-37
			601
			69
			426
			1,106
			1,441
			131
			44
			-70
			-55
			-79
			-81
			-61
			-159
			-548
			-122
			-93
			282
			311
			441
			336
			387
			388
			326
			275
			-339
			859
			35
			8
			266
			456
			345
			1,711
			2,237
			662
			1,294
			291

			-4
			-2
			60
			-11
			34
			-16
			-174
			652
			420
			428
			126
			17
			-198
			-346
			-127
			-248
			-503
			-209
			-97
			-77
			-110
			-35
			-71
			-56
			112
			64
			745
			198
			942
			72
			72
			655
			555
			168
			476
			282
			376
			1,147
			276
			405
			119
			397
			-75
			7
			16
			20
			497
			379
			50
			387
			43
			80
			38
			98
			133
			151
			321
			-13
			141
			344
			-388

			117
			422
			114
			203
			527
			73
			53
			-14
			200
			661
			-1
			150
			181
			54
			258
			33
			60
			136
			105
			1
			39
			10
			134
			52
			595
			116
			68
			107
			-47
			-150
			67
			391
			2,526
			694
			643
			2,977
			281
			59
			910
			523
			124
			1
			371
			251
			286
			1,650
			433
			264
			751
			88
			367
			-78
			-198
			239
			289
			22
			76
			1,070
			202
			75
			322
			319
			1,042
			931
			4,488
			5,437
			95
			632
			88
			1,092
			-65
			700
			691
			521
			209
			825
			41
			211
			25
			319
			1,386
			203
			4,074
			-301
			-156
			6
			-2,234
			-770
			-191
			270
			1,289
			519
			-568
			-59
			178
			179
			24
			31
			458
			557
			364
			595
			23
			11
			8
			238
			23
			15
			41
			27
			18
			-49
			-38
			-4
			-34
			-46
			156
			122
			30
			229
			-27
			6
			-186
			-215
			737
			-36
			251
			315
			-111
			-290
			-55
			4
			-245
			-149
			-82
			-127
			945
			122
			64
			307
			252
			253
			263
			34
			322
			28
			19
			602
			38
			47
			-37
			424
			88
			902
			251
			237
			-477
			274
			68
			686
			682
			-12
			3
			176
			422
			365
			861
			635
			741
			-21
			-69
			820
			5
			219
			-45
			-158
			-30
			-17
			-33
			199
			152
			371
			756
			105
			57
			-48
			733
			259
			-110
			74
			71
			357
			531
			225
			636
			304
			27
			-86
			120
			49
			414
			-554
			357
			88
			155
			43
			126
			390
			85
			128
			-73
			-95
			437
			-109
			304
			226
			-43
			-20
			-4
			4
			50
			41
			8
			177
			58
			4
			191
			224
			112
			-82
			-51
			408
			133
			-7
			-219
			354
			136
			185
			474
			250
			111
			86
			544
			142
			71
			6
			823
			352
			560
			-134
			20
			1,155
			516
			87
			336
			17
			6
			16
			-3
			2,820
			1,211
			574
			1,339
			4,943
			587
			58
			251
			712
			280
			-17
			-66
			2
			794
			498
			-463
			-11
			-30
			368
			4

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	120,912
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3	4,980

Part V

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

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	2,167
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	2,167
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	2,167
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	3,917
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	3,917
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	1
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	1,749
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax1,749	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

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

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

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

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

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

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

on foundation managers. right arrow

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

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

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

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

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

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

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

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

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

By language in the governing instrument, or

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

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

Yes

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

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

Yes

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

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

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

Yes

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

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

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

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

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

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

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

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

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

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

Yes

Website address right arrow

http://www.ag.ca.gov/charities/

The books are in care of right arrow

Geoffrey L Lamb CPA Telephone no. right arrow

(408) 371-6883

Located at right arrow

14407 Big Basin Way Ste ESaratogaCA ZIP+4 right arrow

95070

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

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

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

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

16 No

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

Form 990-PF (2024)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

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

Yes

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

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

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

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)

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

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

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

1a(6)

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

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

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

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

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

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

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

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

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

If "Yes," list the years right arrow

20, 20, 20, 20

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

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

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

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

20, 20, 20, 20

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

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

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

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

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

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

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

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

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

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

Form 990-PF (2024)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

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

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

5a(2)

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

5a(3)

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

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

5a(4)

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

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

5a(5)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Part VII

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

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

(a) Name and address	(b) Title, and average hours per week devoted to position	(d) Contributions to employee benefit plans and deferred compensation
Carol E Waitte	Dir/Pres 10.00	9,246
19 Glenridge Ave Los Gatos,CA95030	Dir/Pres 10.00	9,246
Barry K Waitte	Dir/Treas 6.00	9,277
1400 Yount Mill Road Napa,CA94558	Dir/Treas 6.00	9,277
Tobey E D Fitch	Director 4.00
19 Glenridge Ave Los Gatos,CA95030	Director 4.00

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...................

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


2


All other program-related investments. See instructions.
3

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

Form 990-PF (2024)

Page 8

Part IX

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

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

purposes:

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

2,379,529

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

55,347

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

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

2,434,876

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

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

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

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

2,434,876

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

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

36,523

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

2,398,353

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

119,918

Part X

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

and do not complete this part.)

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

119,918

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

2,167

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

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

2,167

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

117,751

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

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

117,751

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

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

117,751

Part XI

Qualifying Distributions (see instructions)

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

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

138,849

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

138,849

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2024
1 Distributable amount for 2024 from Part X, line 7			117,751
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......	912
d From 2022......
e From 2023......
f Total of lines 3a through e ........		912
4Qualifying distributions for 2024 from Part
XI, line 4: $ 138,849
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)........		0
d Applied to 2024 distributable amount.....			117,751
e Remaining amount distributed out of corpus		21,098
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		22,010
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 ......		22,010
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....	912
c Excess from 2022....
d Excess from 2023....
e Excess from 2024....	21,098

Form 990-PF (2024)

Page 10

Part XIII

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

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

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

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

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

Part XIV

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

1Information Regarding Foundation Managers:

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

Carol E Waitte

Barry K Waitte

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

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

Check here right arrow

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

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

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

cAny submission deadlines:

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

Form 990-PF (2024)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
Vashon Youth and Family Svcs PO Box 237 Vashon,WA98070	None	PC	Community Services	2,500
Creativity Explored 3245 16th Street San Francisco,CA94103	None	PC	Community Programs	15,000
St Helena Hospital Foundation 10 Woodland Road St Helena,CA94574	None	PC	Community Services	10,000
Children's Health Initiative of Nap 2140 Jefferson St Ste D Napa,CA94559	None	PC	Community Services	4,000
Ole Health Foundation 1141 Pear Tree Lane Suite 100 Napa,CA94558	None	PC	Community Services	14,778
West Valley College Foundation 14000 Fruitvale Avenue Saratoga,CA95070	None	PC	Community Programs	2,500
NUMU Los Gatos 106 Main Street Los Gatos,CA95030	None	PC	Community Programs	5,000
PlayWrite Inc PO Box 13420 Portland,OR97213	None	PC	Community Programs	4,500
Rotary Foundation 20660 Stevens Creek Blvd 313 Cupertino,CA95014	None	PC	Community Programs	1,500
Bill Wilson Center 3490 The Alameda Santa Clara,CA95050	None	PC	Community Programs	10,000
Southern Poverty Law Center 400 Washington Avenue Montgomery,AL36104	None	PC	Community Services	2,500
Doctors Without Borders 40 Rector St 16th Floor New York,NY10006	None	PC	Human Services	10,000
ShelterBox USA 101 Innovation Place Santa Barbara,CA93108	None	PC	Community Services	5,000
Napa Humane 3265 California Blvd Napa,CA94558	None	PC	Community services	2,500
SF SPCA 201 Alabama Street San Francisco,CA94103	None	PC	Community services	500
Grateful Garment Project 1777 Hamilton Ave 2280 San Jose,CA95125	None	PC	Community services	1,000
Fostering Promise 3240 S White Rd 278 San Jose,CA95148	None	PC	Community services	4,000
Wounded Warrior Project 4899 Belfort Rd Ste 300 Jacksonville,FL32256	None	PC	Human services	2,000
Giant Steps 1390 N McDowell Rd Petaluma,CA94954	None	PC	Community Servics	5,000
Total ................................. 3a				102,278

bApproved for future payment

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

Form 990-PF (2024)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	759
4 Dividends and interest from securities ....			14	57,753
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 .....			14	12,687
8 Gain or (loss) from sales of assets other than inventory ............			18	120,912
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) ..				192,111

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

192,111

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

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

Form 990-PF (2024)

Page 13

Part XVI

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

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

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

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

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

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

If "Yes," complete the following schedule.

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

Sign Here

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

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

Form 990-PF (2024)

Additional Data

Software ID:	24020490
Software Version:	2024v5.2

Form 990PF - Special Condition Description:

Special Condition Description

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
Ca Attorney General Registry/SOS	160	160
Internet/Utilities	2,867	1,434
Office expense/supplies	2,842	2,842
Other exp & adj	776
Other Misc	226	226
Telephone	3,293	1,647

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FIT payments	3,000
Foreign tax w/h on divids	2,440	2,440