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
Hulsebosch Hope 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

87-2690479
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$10,134,906
J 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) 11,081
2 Check right arrow.............
3 Interest on savings and temporary cash investments 883 883  
4 Dividends and interest from securities... 200,766 200,766  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 432,947
b Gross sales price for all assets on line 6a 4,057,676
7 Capital gain net income (from Part IV, line 2)... 432,947
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)....... 224 92  
12 Total. Add lines 1 through 11........ 645,901 634,688  
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).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 72,942 62,067   10,875
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 4,534 1,522    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 7,352     7,352
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 74,256 17,240   41,517
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 159,084 80,829   59,744
25 Contributions, gifts, grants paid....... 400,495 400,495
26 Total expenses and disbursements. Add lines 24 and 25 559,579 80,829   460,239
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 86,322
b Net investment income (if negative, enter -0-) 553,859
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......... 262,982 231,924 231,924
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 8,549,472 Click to see attachment
List of Attached Documents:
// Content
8,077,471
9,007,556
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 66,565 Click to see attachment
List of Attached Documents:
// Content
654,771
895,426
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) 8,879,019 8,964,166 10,134,906
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 1,175 Click to see attachment
List of Attached Documents:
// Content
0
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 1,175 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 8,877,844 8,964,166
29 Total net assets or fund balances (see instructions)..... 8,877,844 8,964,166
30 Total liabilities and net assets/fund balances (see instructions). 8,879,019 8,964,166
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
8,877,844
2
Enter amount from Part I, line 27a .....................
2
86,322
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
8,964,166
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
8,964,166
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 Passthrough K1 Capital Gain/(Loss)      
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 4,057,676   3,620,863 436,813
b       -3,866
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       436,813
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 2 432,947
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 7,699
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 7,699
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 7,699
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,200
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 10 501
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow501 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 arrowDE
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)
Yes
 
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
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
Albertina DiMartino Dir
3.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Aubrey Tschanz Hulsebosch Dir
3.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Bridget Hulsebosch Dir
3.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Clare Hulsebosch Dir
3.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Kevin Hulsebosch Dir, Treas
5.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Nancy Heraty Hulsebosch Dir, Sec, Co- Pres
10.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Patrick Hulsebosch Dir
5.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Thomas G Hulsebosch Dir, Co- Pres
10.0
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
ROBERTSON STEPHENS WEALTH MANAGEMENT Investment Mgmt 60,427
455 MARKET ST STE 1450
SAN FRANCISCO,CA941052442
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
9,451,555
b
Average of monthly cash balances.......................
1b
207,726
c
Fair market value of all other assets (see instructions)................
1c
176,236
d
Total (add lines 1a, b, and c).........................
1d
9,835,517
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
9,835,517
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
147,533
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,687,984
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
484,399
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
484,399
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
7,699
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,699
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
476,700
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
476,700
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
476,700
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
460,239
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
460,239
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 7 476,700
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 302,657
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$ 460,239
a Applied to 2023, but not more than line 2a 302,657
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..... 157,582
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 ..........
319,118
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).)
Nancy Heraty Hulsebosch
Thomas G Hulsebosch
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

A West

6701 Dempster Street
Morton Grove,IL60053
NONE I Hardship Assistance Grant 2,500

BANDWITH MUSIC LTD

212 S FRANCISCO AVE
CHICAGO,IL60612
N/A PC General & Unrestricted 13,250

BELLARMINE JESUIT RETREAT HOUSE INC

420 W COUNTY LINE RD
BARRINGTON,IL60010
N/A PC Annual Appeal Fund 12,500

BOXING OUT NEGATIVITY INC

4059 W 21ST ST
CHICAGO,IL60623
N/A PC General & Unrestricted 20,000

BRAVE SPACE ALLIANCE

1515 E 52ND PLACE 3RD FLOOR
CHICAGO,IL60615
N/A PC General & Unrestricted 2,500

CATHOLIC BISHOP OF CHICAGO

835 N RUSH ST
CHICAGO,IL60611
N/A PC Archdiocesan Scholarship Fund for St. Thomas of Villanova School in Palestine 25,000

CATHOLIC BISHOP OF CHICAGO

835 N RUSH ST
CHICAGO,IL60611
N/A PC Kolbe House Cook County Jail Ministry Fund 8,500

CENTRO SANAR

2645 W 51ST ST
CHICAGO,IL60632
N/A PC General & Unrestricted 13,500

CHICAGO JOBS COUNCIL

29 E MADISON ST STE 1700
CHICAGO,IL60602
N/A PC General & Unrestricted 10,000

CHICAGO YOUTH PROGRAMS INC

5350 S PRAIRIE AVE
CHICAGO,IL60615
N/A PC Education Component of CYP's Comprehensive Approach Fund 10,000

CHICAGO YOUTH PROGRAMS INC

5350 S PRAIRIE AVE
CHICAGO,IL60615
N/A PC General & Unrestricted 250

CHICAGOS GREEN CITY MARKET PROGRAM

2732 N CLARK ST SUITE 301
CHICAGO,IL60614
N/A PC GCM For All Fund 10,000

CHICAGOS SUNSHINE ENTERPRISES INC

503 E 61ST ST
CHICAGO,IL60637
N/A PC Returning Citizens Entrepreneur Training Fund 10,000

CHINESE AMERICAN SERVICE LEAGUE INC

2141 S TAN CT
CHICAGO,IL60616
N/A PC Behavioral Health Program 10,000

CRISTO REY JESUIT HIGH SCHOOL

1852 W 22ND PL
CHICAGO,IL60608
N/A PC Corporate Work Study Program Anchor Project - Healthcare Careers 10,000

DELTA INSTITUTE

35 E WACKER DR STE 1760
CHICAGO,IL60601
N/A PC Execution of Green Lake Phosphorus Reduction: Implementation and Funding Strategy 30,000

FARMWORKER AND LANDSCAPER ADVOCACY PROJECT

100 N LASALLE ST 2500
CHICAGO,IL60602
N/A PC Low-Income Latines on the South and West Sides of Chicago Fund 10,000

FOCUS FAIRIES MENTORING

159 N SANGAMON ST STE 200
CHICAGO,IL60607
N/A PC Whimsical Wishes and Wonder Program 12,000

FOUNDATION FOR CHILDREN IN NEED INC

725 N PINE AVE
ARLINGTON HTS,IL60004
N/A PC TWO MILLION Endowment Fund 10,000

FRIENDS IN ACTION

PO BOX 1446
ELLSWORTH,ME04605
N/A PC General & Unrestricted 1,000

GENESYS WORKS

1710 KELLER PKWY 2233
KELLER,TX76248
N/A PC Genesys Works Chicago Business Development Fund 10,000

LA RABIDA CHILDRENS HOSPITAL

6501 S PROMONTORY DR
CHICAGO,IL60649
N/A PC General & Unrestricted 250

LA RABIDA CHILDRENS HOSPITAL

6501 S PROMONTORY DR
CHICAGO,IL60649
N/A PC Premier Kids Program 10,000

LADDER UP

350 N ORLEANS ST C2-100
CHICAGO,IL60654
N/A PC Ladder Up Scholars Program 13,500

LATIN WOMEN IN ACTION

2124 W 21ST PL
CHICAGO,IL60608
N/A PC Empresarias del Futuro Program 12,000

LAWRENCE HALL

4833 N FRANCISCO AVE
CHICAGO,IL60625
N/A PC General & Unrestricted 250

LAWRENCE HALL

4833 N FRANCISCO AVE
CHICAGO,IL60625
N/A PC Workforce Development Program 10,000

LIFT INC

999 N CAPITOL ST NE STE 310
WASHINGTON,DC20002
N/A PC Program Grant for LIFT Chicago 10,000

LION PRIDE MENTORING INC

826 W CULLERTON ST 2E
CHICAGO,IL60608
N/A PC General & Unrestricted 10,000

MANUFACTURING RENAISSANCE

3411 WEST DIVERSEY AVE SUITE 10
CHICAGO,IL60647
N/A PC General & Unrestricted 8,000

MOBILE C A R E FOUNDATION

239 W ROOT ST
CHICAGO,IL60609
N/A PC General & Unrestricted 250

MOBILE C A R E FOUNDATION

239 W ROOT ST
CHICAGO,IL60609
N/A PC Comprehensive Asthma Management Program 13,500

NOURISHING HOPE

1716 W HUBBARD ST
CHICAGO,IL60622
N/A PC Mental Wellness Program 10,000

ONWARD NEIGHBORHOOD HOUSE

5423 W DIVERSEY AVE
CHICAGO,IL60639
N/A PC General & Unrestricted 250

ONWARD NEIGHBORHOOD HOUSE

5423 W DIVERSEY AVE
CHICAGO,IL60639
N/A PC Adult Education and Professional Skills Development Program 10,000

PEOPLES MUSIC SCHOOL INC

931 W EASTWOOD AVE
CHICAGO,IL60640
N/A PC General & Unrestricted 12,250

SHEDD AQUARIUM SOCIETY

29017 NETWORK PL
CHICAGO,IL60673
N/A PC General & Unrestricted 250

SHEDD AQUARIUM SOCIETY

29017 NETWORK PL
CHICAGO,IL60673
N/A PC Learning and Community Program: Environmental Education Access Initiative 10,000

SKYART NFP

3026 E 91ST ST
CHICAGO,IL60617
N/A PC Garfield Park Capital Campaign Fund 12,500

SKYART NFP

3026 E 91ST ST
CHICAGO,IL60617
N/A PC General & Unrestricted 250

SOMETHING GOOD IN ENGLEWOOD INC

6701 S EMERALD AVE
CHICAGO,IL60621
N/A PC Getting Ready After School Program (GRASP) 12,000

THE NIGHT MINISTRY

1735 N ASHLAND AVE STE 2000
CHICAGO,IL60622
N/A PC General & Unrestricted 3,500

THE PUDDLE PROJECT NFP

1730 CAMBRIDGE AVE
FLOSSMOOR,IL60422
N/A PC Capacity Building Fund for CEO Bootcamp at North Park University 795

THE PUDDLE PROJECT NFP

1730 CAMBRIDGE AVE
FLOSSMOOR,IL60422
N/A PC General & Unrestricted 8,350

THE PUDDLE PROJECT NFP

1730 CAMBRIDGE AVE
FLOSSMOOR,IL60422
N/A PC Executive Team Coach Consultant 1,600
Total .................................right arrow 3a 400,495
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 ...........
    14 883  
4 Dividends and interest from securities ....     14 200,766  
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 ............
    18 432,947  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss
    01 224  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   634,820  
13Total. Add line 12, columns (b), (d), and (e)..................
13
634,820
(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
Hulsebosch Hope Foundation
 
Employer identification number

87-2690479
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
Hulsebosch Hope Foundation
 
Employer identification number
87-2690479
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
Hulsebosch Charles
Fellowship Home Apt A409
 
Sebring, FL33872

$ 6,000


(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
Hulsebosch Hope Foundation
 
Employer identification number

87-2690479
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
Hulsebosch Hope Foundation
 
Employer identification number

87-2690479
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:  

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
Hulsebosch Hope Foundation
EIN:
87-2690479
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 InvestmentsCorpStockSchedule
Name:
Hulsebosch Hope Foundation
EIN:
87-2690479
Name of Stock End of Year Book Value End of Year Fair Market Value
3I GROUP PLC ADR 21,950 24,928
ADYEN N.V. 15,420 18,589
AGILENT TECHNOLOGIES INC 19,051 19,882
AIRBNB 38,554 31,933
ALLEGION PLC 22,152 22,738
ALPHABET INC CL A 42,087 57,169
ALPS ACTIVE REIT ETF 88,401 88,186
AMAZON COM 70,711 102,894
AMETEK INC 54,315 57,683
AON PLC CL A 67,758 65,726
API GROUP CORPORATION 48,924 65,789
ARCH CAPITAL GROUP LTD 17,273 22,903
ARES MANAGEMENT CORPORATION 27,510 32,751
ASM INTERNATIONAL NV 8,869 15,367
ASML HOLDING NV NY REG SHS 23,580 18,713
ASPEN TECHNOLOGY INC COM 22,236 28,957
ASTRAZENECA 26,706 26,077
ATLASSIAN CORP CL A 10,613 17,523
BAE SYSTEMS PLC 16,110 17,548
BECTON DICKINSON & CO 62,076 62,389
BENTLEY SYSTEMS INC CL B 75,077 76,355
BERKLEY W R CP 22,471 34,819
BJ'S WHLSL CLUB INC 22,423 20,997
BRIGHT HORIZONS FAMILY SOLUTIO 21,958 21,172
CACI INTL INC 40,157 48,083
CADENCE DESIGN SYSTEMS INC 22,895 36,055
CANADIAN NATURAL RESOURCES LTD 14,376 13,737
CANADIAN PACIFIC RAILWAY LTD 87,951 83,370
CAPITAL GROUP INTERNATIONAL FO 73,997 78,253
CARRIER GLOBAL 14,509 14,266
CBRE GROUP 27,032 45,558
CHARLES RIV LABORATORIES INTL 106,359 91,008
CHEMED CORP 17,997 18,543
CHIPOTLE MEX GRILL 12,901 25,869
CHOICE HOTELS INTERNATIONAL IN 21,190 25,130
CLEAN HARBORS, INC 36,682 51,782
COMMUNICATION SVCS SLCT SCTR S 127,361 195,556
COMPASS GROUP PLC ADR 15,622 17,299
CONSTELLATION ENERGY GROUP INC 136,092 118,119
COOPER COMPANIES INC 36,520 32,911
COUPANG ORD SHS CL A 22,700 21,760
CROWN HOLDINGS INC 51,425 47,712
DANAHER CORP 59,594 63,126
DATADOG INC 19,733 18,433
DYNATRACE 30,308 31,360
ECOLAB INC 19,632 20,386
EDISON INTL 122,893 127,105
ENTERGY CORP 85,933 134,353
EQUIFAX INC 30,176 29,308
EQUITABLE HOLDINGS INC 21,289 21,132
EXPERIAN GROUP LTD S/ADR 13,846 12,691
EXPONENT, INC 20,951 17,731
FAIR ISSAC & CO INC 3,137 13,937
FERGUSON PLC 12,474 14,927
FERRARI NV 19,079 30,588
FIDELITY TOTAL BOND ETF 209,103 210,485
FINANCIAL SELECT SECTOR SPDR F 172,427 194,722
FORTIVE CORPORATION 13,947 14,400
FT-PREFERRED SECUR & INC ETF 317,601 318,723
GALLAGHER ARTHUR J & CO 35,761 41,726
GENERAL ELECTRIC CO 19,729 18,180
HENRY JACK & ASSOC INC 26,219 27,873
ICICI BK LTD ADS 14,006 19,021
ICON PLC - AMERICAN DEPOSITARY 31,512 23,907
INTERACTIVE BROKERS GROUP, INC 19,014 43,637
INTERCONTINENTAL EXCHANGE, INC 64,547 60,498
INTUIT 51,615 57,822
INTUITIVE SURGICAL 18,426 19,834
INVESCO S&P 500 EQUAL WEIGHT E 193,512 221,841
ISHARES ULTRA SHORT TERM BOND 300,833 301,873
ISHARESLEHMAN 7-10YR 420,329 399,106
JABIL CIRCUIT INC 43,325 52,380
JANUS HENDERSON AAA CLO ETF 215,458 215,467
JP MORGAN CHASE 31,674 30,683
KKR & CO INC 37,896 60,495
KLA TENCOR CORP 25,819 24,575
LCI INDUSTRIES 8,211 6,927
LENNOX INTL INC 22,689 45,088
LIBERTY MEDIA CORPORATION - SE 43,831 61,341
LINDE PLC COM 15,357 19,259
LPL FINANCIAL HOLDINGS INC 21,474 38,855
MARTIN MARIETTA MATLS INC 46,948 45,452
MARVELL TECHNOLOGY, INC 78,837 111,555
MEITUAN DIANPING UNSPONSORED A 26,188 23,674
MERCADOLIBRE, INC 12,349 13,604
MICROSOFT CORP 66,957 91,887
MITSUBISHI HEAVY INDUSTRIES LT 23,954 23,867
MONDAY.COM LTD 38,648 36,964
MONOLITHIC POWER SYSTEMS, INC 20,327 26,627
MSCI INC 23,384 25,800
NEXTERA ENERGY, INC 109,804 127,106
NORDSON CP 29,347 25,737
NORTHEAST UTIL 15,784 14,483
NOVO NORDISK A S 20,510 32,860
NRG ENERGY 112,176 120,083
NVIDIA CORP 21,605 107,298
OLLIES BARGAIN OUTLET HOLDINGS 17,930 19,861
POOL CORP 45,803 31,026
PROGRESSIVE CORP OHIO 38,123 45,286
ROLLINS INC 19,791 26,559
ROLLS ROYCE GRP PLC S/ADR 24,906 24,416
SAFRAN SA - UNSPON ADR 27,278 33,463
SAIA, INC 14,000 23,698
SAP AKTIENGESELL ADS 32,717 32,746
SBA COMMUNICATIONS CORP 61,463 55,434
SCHNEIDER ELEC UNSP/ADR 11,754 19,360
SCOTTS CO. CLASS A 39,101 15,723
SEA LTD 25,200 32,573
SELECT SECTOR SPDR INDUSTRIAL 144,016 186,967
SERVICE NOW 32,728 62,547
SITEONE LANDSCAPE SUPPLY INC 27,815 17,789
SMNEY 22,379 21,600
SOUTHERN CO 135,920 128,748
SPDR PORTFOLIO LARGE CAP ETF 169,719 236,671
SPOTIFY TECHNOLOGY SA 17,508 28,632
STERIS PLC 20,310 17,884
TAIWAN SEMICONDUCTOR MFG CO LT 30,392 43,250
TECHNOLOGY SPDR 126,393 195,317
TELEDYNE TECH INC 22,066 22,742
TERADYNE INC 26,960 21,280
THE TRADE DESK INC 10,385 9,285
THERMO FISHER SCIENTIFIC INC 30,700 26,012
THOR INDS INC 18,628 17,419
TMSL 97,572 91,673
UBER 26,112 33,598
UBS AG 16,813 16,524
UNIVERSAL DISPLAY CORP 21,288 18,714
VANECK INVESTMENT GRADE FLO 640,809 647,829
VANGUARD FTSE ALL-WORLD EX-US 494,163 459,509
VERALTO CORPORATION 19,918 25,361
VERISK ANALYTICS, INC 20,453 26,992
VISA INC 37,523 55,307
VISTRA ENERGY CORP 35,678 114,570
WALKER & DUNLOP INC 14,938 18,470
WASTE CONNECTIONS 9,808 12,354
WATSCO INC 20,502 31,751
WELLTOWER INC. 45,557 44,111
WEST PHARMA SVCS INC 40,038 34,394
WISDOMTREE DEFA 77,075 80,044
WORKDAY INC 32,897 31,738
ZEBRA TECHNOLOGIES CORP 17,328 32,829
ZURN WATER SOLUTIONS 22,845 28,609

TY 2024 InvestmentsOtherSchedule2
Name:
Hulsebosch Hope Foundation
EIN:
87-2690479
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BITCOIN   495,049 694,232
SAYBROOK MUNICIPAL OPPORTUNITY   45,477 85,564
WEST MONROE CAPITAL FUND III   114,245 115,630

TY 2024 LoansFromOfficersSchedule
Name:
Hulsebosch Hope Foundation
EIN:
87-2690479

Item No. 1
Lender's Name NANCY H HULSEBOSCH DIRSECCO-PRES
Lender's Title  
Original Amount of Loan 175
Balance Due 0
Date of Note 2023-11
Maturity Date 2024-02
Repayment Terms PRINCIPAL ON MATURITY
Interest Rate 0.
Security Provided by Borrower NONE
Purpose of Loan TO MAKE GRANT ON BEHALF OF THE FOUNDATION
Description of Lender Consideration CASH - $175
Consideration FMV  

Item No. 2
Lender's Name NANCY H HULSEBOSCH DIRSECCO-PRES
Lender's Title  
Original Amount of Loan 1000
Balance Due 0
Date of Note 2023-12
Maturity Date 2024-02
Repayment Terms PRINCIPAL ON MATURITY
Interest Rate 0.
Security Provided by Borrower NONE
Purpose of Loan TO MAKE GRANT ON BEHALF OF THE FOUNDATION
Description of Lender Consideration CASH - $1,000
Consideration FMV  


TY 2024 OtherExpensesSchedule
Name:
Hulsebosch Hope Foundation
EIN:
87-2690479
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 37,317     37,317
Bank Charges 5,750 5,750    
Computers/Electronic Devices 174 174    
Digital Subscriptions 536     536
Foundation Dues & Memberships 1,000     1,000
Indemnification Insurance 1,740     1,740
K-1 Exp SAYBROOK MUNICIPAL OPP 15,969 470    
K-1 Exp WEST MONROE CAPITAL FU 10,846 10,846    
Office Supplies 899     899
State or Local Filing Fees 25     25


TY 2024 OtherIncomeSchedule2
Name:
Hulsebosch Hope Foundation
EIN:
87-2690479
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss SAYBROOK MUNICIPAL OPPORTUNITY 133 1  
K-1 Inc/Loss WEST MONROE CAPITAL FUND III 91 91  


TY 2024 OtherProfessionalFeesSchedule
Name:
Hulsebosch Hope Foundation
EIN:
87-2690479
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 62,067 62,067    
Philanthropic Consulting Srvcs 9,875     9,875
Website Development 1,000     1,000


TY 2024 TaxesSchedule
Name:
Hulsebosch Hope Foundation
EIN:
87-2690479
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 2,200      
990-PF Excise Tax for 2023 812      
Foreign Tax Paid 1,522 1,522