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.
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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 07-01-2024 , and ending 06-30-2025

Name of foundation
THE DOUGLAS & TONYIA BOLTON
FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)26 NORTH PORT ROYAL DRIVE
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
HILTON HEAD ISLAND, SC29928

A Employer identification number

20-8030196

B Telephone number (see instructions)

(980) 939-2982

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

$1,742,398J 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	1,368		1,368
4	Dividends and interest from securities...	14,452		14,452
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		171,283
b	Gross sales price for all assets on line 6a 1,155,203
7	Capital gain net income (from Part IV, line 2)...			171,283
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	187,103		187,103
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	2,060	1,030	0
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	1,964	70	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	8,405	8,405	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	12,429		9,505	0
25	Contributions, gifts, grants paid.......	83,107			83,107
26	Total expenses and disbursements. Add lines 24 and 25	95,536		9,505	83,107
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	91,567
b	Net investment income (if negative, enter -0-)			177,598
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.............	97,413	51,077	51,077
	2	Savings and temporary cash investments.........
	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).......	963,855	List of Attached Documents: // Content 1,057,471	1,691,321
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	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)	1,061,268	1,108,548	1,742,398
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................	50,000	3,000
	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).........	50,000	3,000
		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........	998,459	1,001,172
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	12,809	104,376
	29	Total net assets or fund balances (see instructions).....	1,011,268	1,105,548
	30	Total liabilities and net assets/fund balances (see instructions).	1,061,268	1,108,548

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) ...............

1,011,268

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

91,567

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

List of Attached Documents:

// Content

2,721

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

1,105,556

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

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

1,105,548

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	ABBOTT LABS	P	2025-01-16	2025-03-06
b	ACCENTURE PLC SHS	P	2022-08-09	2025-01-16
c	ACCENTURE PLC SHS	P	2023-03-23	2025-01-16
d	ACCENTURE PLC SHS	P	2022-12-20	2025-01-16
e	ACCENTURE PLC SHS	P	2022-06-17	2025-01-16
	ADOBE INC	P	2024-02-23	2025-01-16
	ADOBE INC	P	2024-03-18	2025-01-16
	ADOBE INC	P	2023-03-23	2025-01-16
	ADOBE INC	P	2021-03-01	2025-01-16
	ADOBE INC	P	2021-02-02	2025-01-16
	AECOM	P	2024-08-06	2025-01-16
	AECOM	P	2024-08-28	2025-01-16
	AECOM	P	2024-08-27	2025-01-16
	AECOM	P	2024-08-07	2025-01-16
	AECOM	P	2024-08-06	2025-01-16
	AECOM	P	2024-08-05	2025-01-16
	AECOM	P	2024-08-02	2025-01-16
	AECOM	P	2024-08-02	2025-01-16
	AECOM	P	2024-08-01	2025-01-16
	AFLAC INC COM	P	2020-12-14	2025-01-16
	AFLAC INC COM	P	2020-12-11	2025-01-16
	AFLAC INC COM	P	2020-11-17	2025-01-16
	AFLAC INC COM	P	2020-11-16	2025-01-16
	AFLAC INC COM	P	2020-11-16	2025-01-16
	AFLAC INC COM	P	2018-12-24	2025-01-16
	AFLAC INC COM	P	2018-12-04	2025-01-16
	AFLAC INC COM	P	2018-12-03	2025-01-16
	ALCON SA ACT NOM	P	2023-07-28	2025-01-16
	ALCON SA ACT NOM	P	2023-07-27	2025-01-16
	ALCON SA ACT NOM	P	2020-11-13	2025-01-16
	ALCON SA ACT NOM	P	2020-11-12	2025-01-16
	ALCON SA ACT NOM	P	2020-06-26	2025-01-16
	ALCON SA ACT NOM	P	2020-07-29	2025-01-16
	ALCON SA ACT NOM	P	2020-07-28	2025-01-16
	ALCON SA ACT NOM	P	2020-07-14	2025-01-16
	ALCON SA ACT NOM	P	2020-07-13	2025-01-16
	ALIBABA GROUP HOLDING LT	P	2025-01-16	2025-04-21
	ALPHABET INC SHS CL C	P	2025-01-16	2025-06-30
	ALPHABET INC SHS CL C	P	2025-01-16	2025-06-24
	ALPHABET INC SHS CL C	P	2025-01-16	2025-06-23
	ALPHABET INC SHS CL C	P	2025-01-16	2025-05-08
	ALPHABET INC SHS CL C	P	2025-01-16	2025-05-08
	AMAZON COM INC COM	P	2025-01-16	2025-06-30
	AMAZON COM INC COM	P	2025-01-16	2025-06-27
	AMAZON COM INC COM	P	2025-01-16	2025-06-24
	AMAZON COM INC COM	P	2025-01-16	2025-06-20
	AMAZON COM INC COM	P	2025-01-16	2025-04-21
	AMAZON COM INC COM	P	2025-01-16	2025-03-06
	AMPHENOL CORP CL A NEW	P	2025-01-16	2025-01-29
	APPLE INC	P	2025-01-16	2025-03-06
	APPLE INC	P	2025-01-16	2025-03-05
	APPLE INC	P	2025-01-16	2025-02-24
	APPLE INC	P	2025-01-16	2025-02-03
	APPLOVIN CORP COM	P	2025-03-13	2025-04-16
	APPLOVIN CORP COM	P	2025-01-16	2025-04-16
	APPLOVIN CORP COM	P	2025-01-16	2025-04-16
	APPLOVIN CORP COM	P	2025-01-16	2025-04-16
	APPLOVIN CORP COM	P	2025-01-16	2025-04-14
	APPLOVIN CORP COM	P	2025-01-16	2025-03-31
	APPLOVIN CORP COM	P	2025-01-16	2025-03-31
	APTIV HOLDINGS LTD	P	2024-06-24	2025-01-16
	APTIV HOLDINGS LTD	P	2023-12-18	2025-01-16
	APTIV HOLDINGS LTD	P	2023-12-15	2025-01-16
	APTIV HOLDINGS LTD	P	2023-03-01	2025-01-16
	APTIV HOLDINGS LTD	P	2023-03-01	2025-01-16
	APTIV HOLDINGS LTD	P	2019-12-18	2025-01-16
	APTIV HOLDINGS LTD	P	2019-12-17	2025-01-16
	APTIV HOLDINGS LTD	P	2018-09-26	2025-01-16
	APTIV HOLDINGS LTD	P	2018-08-10	2025-01-16
	APTIV HOLDINGS LTD	P	2018-03-28	2025-01-16
	ARISTA NETWORKS INC REG	P	2024-05-07	2025-04-22
	ARISTA NETWORKS INC REG	P	2024-05-07	2025-04-15
	ARISTA NETWORKS INC REG	P	2024-05-07	2025-01-31
	ARISTA NETWORKS INC REG	P	2024-05-07	2025-01-28
	ARISTA NETWORKS INC REG	P	2024-05-07	2025-01-16
	BECTON DICKINSON CO	P	2024-02-23	2025-01-16
	BECTON DICKINSON CO	P	2022-01-10	2025-01-16
	BECTON DICKINSON CO	P	2021-11-19	2025-01-16
	BECTON DICKINSON CO	P	2021-11-17	2025-01-16
	BECTON DICKINSON CO	P	2021-09-07	2025-01-16
	BECTON DICKINSON CO	P	2021-09-03	2025-01-16
	BENTLEY SYS INC	P	2023-10-10	2025-01-16
	BENTLEY SYS INC	P	2023-10-09	2025-01-16
	BENTLEY SYS INC	P	2023-10-06	2025-01-16
	BENTLEY SYS INC	P	2023-10-05	2025-01-16
	BENTLEY SYS INC	P	2023-10-04	2025-01-16
	BENTLEY SYS INC	P	2023-10-03	2025-01-16
	BENTLEY SYS INC	P	2023-10-02	2025-01-16
	BENTLEY SYS INC	P	2023-09-29	2025-01-16
	BENTLEY SYS INC	P	2023-09-29	2025-01-16
	BENTLEY SYS INC	P	2023-09-28	2025-01-16
	BENTLEY SYS INC	P	2023-09-28	2025-01-16
	BENTLEY SYS INC	P	2023-09-27	2025-01-16
	BERKSHIRE HATHAWAYINC	P	2025-01-16	2025-06-26
	BERKSHIRE HATHAWAYINC	P	2025-01-16	2025-06-18
	BERKSHIRE HATHAWAYINC	P	2025-01-16	2025-06-17
	BERKSHIRE HATHAWAYINC	P	2025-01-16	2025-05-19
	BLACKSTONE INC	P	2025-01-16	2025-04-15
	BLACKSTONE INC	P	2025-01-16	2025-04-14
	BLACKSTONE INC	P	2025-01-16	2025-02-27
	BLACKSTONE INC	P	2025-01-16	2025-02-26
	BLOCK INC	P	2025-02-03	2025-02-27
	BLOCK INC	P	2025-01-16	2025-02-27
	BROADCOM INC	P	2025-01-16	2025-04-21
	BROADCOM INC	P	2025-01-16	2025-01-29
	BROADCOM INC	P	2025-01-16	2025-01-29
	BROADCOM INC	P	2025-01-16	2025-01-28
	BROADCOM INC	P	2025-01-16	2025-01-28
	BROADCOM INC	P	2025-01-16	2025-01-28
	BRUKER CORP	P	2018-12-28	2025-01-16
	BRUKER CORP	P	2018-12-27	2025-01-16
	BRUKER CORP	P	2024-05-08	2025-01-16
	BRUKER CORP	P	2024-05-07	2025-01-16
	BRUKER CORP	P	2020-11-23	2025-01-16
	BRUKER CORP	P	2020-11-23	2025-01-16
	BRUKER CORP	P	2020-11-20	2025-01-16
	BRUKER CORP	P	2020-11-19	2025-01-16
	BRUKER CORP	P	2020-11-18	2025-01-16
	BRUKER CORP	P	2020-11-18	2025-01-16
	BRUKER CORP	P	2020-11-17	2025-01-16
	BRUKER CORP	P	2019-09-27	2025-01-16
	CADENCE DESIGN SYS INC	P	2024-08-01	2025-01-16
	CHIPOTLE MEXICAN GRILL	P	2025-01-16	2025-03-06
	COCA COLA COM	P	2025-01-16	2025-06-24
	COCA COLA COM	P	2025-01-16	2025-06-20
	CONOCOPHILLIPS	P	2025-04-15	2025-06-18
	CONOCOPHILLIPS	P	2025-01-16	2025-06-17
	D R HORTON INC	P	2025-01-16	2025-06-03
	D R HORTON INC	P	2025-01-16	2025-06-02
	D R HORTON INC	P	2025-01-16	2025-05-12
	D R HORTON INC	P	2025-01-16	2025-05-05
	D R HORTON INC	P	2025-01-16	2025-03-10
	D R HORTON INC	P	2025-01-16	2025-03-07
	D R HORTON INC	P	2025-01-16	2025-02-13
	D R HORTON INC	P	2025-01-16	2025-02-07
	D R HORTON INC	P	2025-01-16	2025-02-07
	DANAHER CORP DEL COM	P	2018-07-27	2025-01-16
	DANAHER CORP DEL COM	P	2017-12-14	2025-01-16
	EATON CORP PLC	P	2025-01-16	2025-01-23
	ELI LILLY & CO	P	2025-01-16	2025-05-22
	ELI LILLY & CO	P	2025-01-16	2025-05-15
	ELI LILLY & CO	P	2025-01-16	2025-05-13
	ELI LILLY & CO	P	2025-01-16	2025-05-13
	ELI LILLY & CO	P	2025-01-16	2025-03-10
	ELI LILLY & CO	P	2025-01-16	2025-02-19
	ELI LILLY & CO	P	2025-01-16	2025-02-07
	ELI LILLY & CO	P	2025-01-16	2025-01-30
	ELI LILLY & CO	P	2025-01-16	2025-01-21
	FISERV INC WISC PV 1CT	P	2025-03-11	2025-06-03
	FISERV INC WISC PV 1CT	P	2025-04-14	2025-06-03
	FISERV INC WISC PV 1CT	P	2025-03-10	2025-06-03
	FISERV INC WISC PV 1CT	P	2025-03-10	2025-06-02
	FISERV INC WISC PV 1CT	P	2025-03-04	2025-06-02
	FISERV INC WISC PV 1CT	P	2025-02-27	2025-05-28
	FISERV INC WISC PV 1CT	P	2025-02-26	2025-05-27
	FISERV INC WISC PV 1CT	P	2025-02-24	2025-05-20
	FISERV INC WISC PV 1CT	P	2025-02-21	2025-05-20
	FISERV INC WISC PV 1CT	P	2025-02-21	2025-05-19
	FISERV INC WISC PV 1CT	P	2025-02-21	2025-05-16
	FISERV INC WISC PV 1CT	P	2024-12-18	2025-01-16
	FISERV INC WISC PV 1CT	P	2024-10-18	2025-01-16
	FISERV INC WISC PV 1CT	P	2024-10-17	2025-01-16
	FLEX LTD	P	2020-02-24	2025-01-16
	FLEX LTD	P	2024-05-08	2025-01-16
	FLEX LTD	P	2024-05-07	2025-01-16
	FLEX LTD	P	2020-07-15	2025-01-16
	FLEX LTD	P	2020-07-14	2025-01-16
	FLEX LTD	P	2020-07-13	2025-01-16
	FLEX LTD	P	2020-03-30	2025-01-16
	FLEX LTD	P	2020-02-25	2025-01-16
	FLEX LTD	P	2020-02-24	2025-01-16
	GE HEALTHCARE TECHNOLOGIES INC SHS	P	2024-02-27	2025-01-16
	GE HEALTHCARE TECHNOLOGIES INC SHS	P	2024-05-08	2025-01-16
	GE HEALTHCARE TECHNOLOGIES INC SHS	P	2024-05-07	2025-01-16
	GE HEALTHCARE TECHNOLOGIES INC SHS	P	2024-02-29	2025-01-16
	GE HEALTHCARE TECHNOLOGIES INC SHS	P	2024-02-28	2025-01-16
	GE HEALTHCARE TECHNOLOGIES INC SHS	P	2024-02-27	2025-01-16
	GOLDMAN SACHS GROUP INC	P	2025-01-16	2025-02-28
	GOLDMAN SACHS GROUP INC	P	2025-01-16	2025-02-26
	HEXCEL CORP NEW COM	P	2021-02-19	2025-01-16
	HEXCEL CORP NEW COM	P	2024-05-08	2025-01-16
	HEXCEL CORP NEW COM	P	2024-05-07	2025-01-16
	HEXCEL CORP NEW COM	P	2024-02-28	2025-01-16
	HEXCEL CORP NEW COM	P	2024-02-27	2025-01-16
	HEXCEL CORP NEW COM	P	2024-02-26	2025-01-16
	HEXCEL CORP NEW COM	P	2021-03-01	2025-01-16
	HEXCEL CORP NEW COM	P	2021-03-01	2025-01-16
	HEXCEL CORP NEW COM	P	2021-02-26	2025-01-16
	HEXCEL CORP NEW COM	P	2021-02-26	2025-01-16
	HEXCEL CORP NEW COM	P	2021-02-25	2025-01-16
	HEXCEL CORP NEW COM	P	2021-02-25	2025-01-16
	HEXCEL CORP NEW COM	P	2021-02-25	2025-01-16
	HEXCEL CORP NEW COM	P	2021-02-24	2025-01-16
	HEXCEL CORP NEW COM	P	2021-02-23	2025-01-16
	HEXCEL CORP NEW COM	P	2021-02-23	2025-01-16
	HEXCEL CORP NEW COM	P	2021-02-22	2025-01-16
	HEXCEL CORP NEW COM	P	2021-02-22	2025-01-16
	HEXCEL CORP NEW COM	P	2021-02-22	2025-01-16
	HEXCEL CORP NEW COM	P	2021-02-18	2025-01-16
	HOLOGIC INC	P	2024-08-01	2025-01-16
	HOLOGIC INC	P	2024-08-07	2025-01-16
	HOLOGIC INC	P	2024-08-06	2025-01-16
	HOLOGIC INC	P	2024-08-05	2025-01-16
	HOLOGIC INC	P	2024-08-02	2025-01-16
	HOME DEPOT INC	P	2025-01-16	2025-06-17
	ICON PLC	P	2023-03-02	2025-01-16
	ICON PLC	P	2023-03-01	2025-01-16
	ICON PLC	P	2022-11-17	2025-01-16
	ICON PLC	P	2022-11-17	2025-01-16
	ICON PLC	P	2022-11-16	2025-01-16
	ICON PLC	P	2022-08-12	2025-01-16
	ICON PLC	P	2022-08-11	2025-01-16
	ICON PLC	P	2022-08-11	2025-01-16
	ICON PLC	P	2022-08-11	2025-01-16
	INTERCONTINENTAL EXCHANGE INC	P	2024-10-16	2025-01-16
	INTERCONTINENTAL EXCHANGE INC	P	2020-06-26	2025-01-16
	INTERCONTINENTAL EXCHANGE INC	P	2020-06-25	2025-01-16
	INTERCONTINENTAL EXCHANGE INC	P	2017-12-14	2025-01-16
	INTUIT INC COM	P	2022-06-17	2025-01-16
	INTUIT INC COM	P	2022-08-08	2025-01-16
	INTUITIVE SURGICAL INC	P	2025-01-16	2025-06-30
	INTUITIVE SURGICAL INC	P	2025-01-16	2025-04-22
	INTUITIVE SURGICAL INC	P	2025-01-16	2025-01-31
	INTUITIVE SURGICAL INC	P	2025-01-16	2025-01-29
	INTUITIVE SURGICAL INC	P	2025-01-16	2025-01-27
	INTUITIVE SURGICAL INC	P	2025-01-16	2025-01-21
	JEFFERIES FINL GROUP INC	P	2024-11-12	2025-01-16
	JEFFERIES FINL GROUP INC	P	2024-12-31	2025-01-16
	JEFFERIES FINL GROUP INC	P	2024-12-30	2025-01-16
	JEFFERIES FINL GROUP INC	P	2024-12-27	2025-01-16
	JEFFERIES FINL GROUP INC	P	2024-11-14	2025-01-16
	JEFFERIES FINL GROUP INC	P	2024-11-13	2025-01-16
	JEFFERIES FINL GROUP INC	P	2024-11-13	2025-01-16
	JEFFERIES FINL GROUP INC	P	2024-11-13	2025-01-16
	JOHNSON AND JOHNSON COM	P	2023-03-23	2025-06-26
	JOHNSON AND JOHNSON COM	P	2023-03-23	2025-06-25
	JOHNSON AND JOHNSON COM	P	2023-01-02	2025-06-18
	JOHNSON AND JOHNSON COM	P	2022-12-28	2025-06-18
	JOHNSON AND JOHNSON COM	P	2022-12-28	2025-06-16
	JOHNSON AND JOHNSON COM	P	2022-12-25	2025-06-16
	JOHNSON AND JOHNSON COM	P	2022-12-25	2025-06-12
	JOHNSON AND JOHNSON COM	P	2022-12-20	2025-06-12
	JOHNSON AND JOHNSON COM	P	2022-12-20	2025-01-16
	JOHNSON AND JOHNSON COM	P	2022-12-20	2025-01-16
	JOHNSON AND JOHNSON COM	P	2022-12-20	2025-01-16
	JOHNSON AND JOHNSON COM	P	2022-12-20	2025-01-16
	KKR & CO INC CL A	P	2025-01-16	2025-04-24
	KKR & CO INC CL A	P	2025-01-16	2025-04-16
	KKR & CO INC CL A	P	2025-01-16	2025-04-15
	KKR & CO INC CL A	P	2025-01-16	2025-04-14
	KKR & CO INC CL A	P	2025-01-16	2025-02-27
	KKR & CO INC CL A	P	2025-01-16	2025-02-26
	LAM RESH CORP	P	2025-01-16	2025-04-21
	MASTERCARD INC	P	2025-01-16	2025-03-06
	MCDONALDS CORP COM	P	2025-01-16	2025-06-20
	META PLATFORMS INC	P	2025-01-16	2025-04-15
	META PLATFORMS INC	P	2025-01-16	2025-04-11
	META PLATFORMS INC	P	2025-01-16	2025-04-03
	META PLATFORMS INC	P	2025-01-16	2025-04-01
	MICROSOFT CORP	P	2017-12-14	2025-04-21
	MICROSOFT CORP	P	2017-12-14	2025-04-17
	MICROSOFT CORP	P	2017-12-14	2025-04-11
	MICROSOFT CORP	P	2017-12-14	2025-02-24
	MICROSOFT CORP	P	2017-12-14	2025-02-13
	MICROSOFT CORP	P	2017-12-14	2025-01-31
	MICROSOFT CORP	P	2017-12-14	2025-01-22
	MICROSOFT CORP	P	2017-12-14	2025-01-21
	MONOLITHIC PWR SYSTEMS	P	2022-10-25	2025-01-16
	MONOLITHIC PWR SYSTEMS	P	2024-11-12	2025-01-16
	MONOLITHIC PWR SYSTEMS	P	2024-05-07	2025-01-16
	MONOLITHIC PWR SYSTEMS	P	2023-09-25	2025-01-16
	MONOLITHIC PWR SYSTEMS	P	2023-09-22	2025-01-16
	NETFLIX COM INC	P	2025-01-16	2025-04-14
	NETFLIX COM INC	P	2025-01-16	2025-04-03
	NETFLIX COM INC	P	2025-01-16	2025-01-22
	NEXTERA ENERGY INC SHS	P	2023-07-27	2025-01-16
	NEXTERA ENERGY INC SHS	P	2024-02-23	2025-01-16
	NEXTERA ENERGY INC SHS	P	2023-12-14	2025-01-16
	NEXTERA ENERGY INC SHS	P	2023-09-22	2025-01-16
	NEXTERA ENERGY INC SHS	P	2023-07-28	2025-01-16
	NVIDIA	P	2018-10-31	2025-04-29
	NVIDIA	P	2018-10-31	2025-04-21
	NVIDIA	P	2018-10-31	2025-04-17
	NVIDIA	P	2018-10-31	2025-04-11
	NVIDIA	P	2018-10-31	2025-01-29
	NVIDIA	P	2018-10-31	2025-01-28
	NVIDIA	P	2018-10-31	2025-01-17
	NXP SEMICONDUCTORS N.V.	P	2024-02-26	2025-01-16
	NXP SEMICONDUCTORS N.V.	P	2024-02-27	2025-01-16
	NXP SEMICONDUCTORS N.V.	P	2020-03-13	2025-01-16
	NXP SEMICONDUCTORS N.V.	P	2019-12-17	2025-01-16
	NXP SEMICONDUCTORS N.V.	P	2019-11-12	2025-01-16
	ON HLDG AG NAMEN-AKT	P	2024-08-27	2025-01-16
	ON HLDG AG NAMEN-AKT	P	2024-11-22	2025-01-16
	ON HLDG AG NAMEN-AKT	P	2024-08-28	2025-01-16
	ON HLDG AG NAMEN-AKT	P	2024-08-28	2025-01-16
	ORACLE CORP $0.01 DEL	P	2025-01-16	2025-04-21
	ORACLE CORP $0.01 DEL	P	2025-01-16	2025-04-14
	ORACLE CORP $0.01 DEL	P	2025-01-16	2025-01-28
	ORACLE CORP $0.01 DEL	P	2025-01-16	2025-01-22
	ORACLE CORP $0.01 DEL	P	2025-01-16	2025-01-21
	ORACLE CORP $0.01 DEL	P	2025-01-16	2025-01-17
	PALO ALTO NETWORKS INC	P	2023-03-23	2025-01-16
	PAYPAL HOLDINGS INC SHS	P	2025-01-16	2025-03-03
	PAYPAL HOLDINGS INC SHS	P	2025-01-16	2025-02-19
	PAYPAL HOLDINGS INC SHS	P	2025-01-16	2025-02-13
	PAYPAL HOLDINGS INC SHS	P	2025-01-16	2025-02-06
	PROCTER & GAMBLE CO	P	2022-11-14	2025-01-16
	PROCTER & GAMBLE CO	P	2024-05-07	2025-01-16
	PROCTER & GAMBLE CO	P	2022-12-20	2025-01-16
	PROCTER & GAMBLE CO	P	2022-11-30	2025-01-16
	QUANTA SERVICES INC	P	2025-01-16	2025-01-29
	QUANTA SERVICES INC	P	2025-01-16	2025-01-21
	REGENERON PHARMACTCLS	P	2025-01-16	2025-01-24
	REINSURNCE GROUP AMERICA	P	2025-01-07	2025-01-16
	REINSURNCE GROUP AMERICA	P	2025-01-07	2025-01-16
	REINSURNCE GROUP AMERICA	P	2025-01-06	2025-01-16
	REINSURNCE GROUP AMERICA	P	2025-01-06	2025-01-16
	REINSURNCE GROUP AMERICA	P	2025-01-03	2025-01-16
	REINSURNCE GROUP AMERICA	P	2025-01-03	2025-01-16
	REINSURNCE GROUP AMERICA	P	2025-01-02	2025-01-16
	ROCKWELL AUTOMATION INC	P	2024-11-25	2025-01-16
	ROCKWELL AUTOMATION INC	P	2024-11-22	2025-01-16
	ROCKWELL AUTOMATION INC	P	2024-06-25	2025-01-16
	ROCKWELL AUTOMATION INC	P	2019-11-11	2025-01-16
	ROCKWELL AUTOMATION INC	P	2019-10-24	2025-01-16
	ROCKWELL AUTOMATION INC	P	2019-10-23	2025-01-16
	ROCKWELL AUTOMATION INC	P	2017-12-14	2025-01-16
	SALESFORCE INC	P	2025-03-13	2025-06-04
	SALESFORCE INC	P	2025-01-29	2025-06-04
	SALESFORCE INC	P	2025-01-16	2025-06-04
	SALESFORCE INC	P	2025-01-16	2025-06-03
	SALESFORCE INC	P	2025-01-16	2025-05-30
	SALESFORCE INC	P	2025-01-16	2025-05-28
	SALESFORCE INC	P	2025-01-16	2025-05-27
	SERVICENOW INC	P	2025-01-16	2025-06-25
	SERVICENOW INC	P	2025-01-16	2025-04-17
	SERVICENOW INC	P	2025-01-16	2025-04-14
	SERVICENOW INC	P	2025-01-16	2025-04-14
	SPOTIFY TECH S.A. REG	P	2025-01-16	2025-04-14
	SPOTIFY TECH S.A. REG	P	2025-01-16	2025-04-15
	SPOTIFY TECH S.A. REG	P	2025-01-16	2025-04-14
	SPOTIFY TECH S.A. REG	P	2025-01-16	2025-03-24
	STARBUCKS CORP	P	2025-03-11	2025-05-28
	STARBUCKS CORP	P	2025-02-03	2025-05-28
	STARBUCKS CORP	P	2025-01-31	2025-05-28
	STARBUCKS CORP	P	2025-01-16	2025-05-28
	STARBUCKS CORP	P	2025-01-16	2025-05-27
	STARBUCKS CORP	P	2025-01-16	2025-05-02
	STARBUCKS CORP	P	2025-01-16	2025-04-21
	TAIWAN S MANUFCTRING ADR	P	2024-05-07	2025-03-04
	TAIWAN S MANUFCTRING ADR	P	2024-05-07	2025-01-28
	TAIWAN S MANUFCTRING ADR	P	2024-05-07	2025-01-16
	TE CONNECTIVITY PLC	P	2024-06-21	2025-01-16
	TE CONNECTIVITY PLC	P	2022-02-15	2025-01-16
	TE CONNECTIVITY PLC	P	2021-07-01	2025-01-16
	TE CONNECTIVITY PLC	P	2021-06-30	2025-01-16
	TE CONNECTIVITY PLC	P	2021-06-30	2025-01-16
	TE CONNECTIVITY PLC	P	2021-06-29	2025-01-16
	TE CONNECTIVITY PLC	P	2021-05-19	2025-01-16
	TE CONNECTIVITY PLC	P	2021-04-21	2025-01-16
	TE CONNECTIVITY PLC	P	2021-04-20	2025-01-16
	TESLA INC	P	2025-01-16	2025-04-21
	TESLA INC	P	2025-01-16	2025-04-17
	TESLA INC	P	2025-01-16	2025-04-15
	TESLA INC	P	2025-01-16	2025-04-14
	TESLA INC	P	2025-01-16	2025-04-14
	TESLA INC	P	2025-01-16	2025-04-14
	TESLA INC	P	2025-01-16	2025-04-14
	TESLA INC	P	2025-01-16	2025-04-11
	TESLA INC	P	2025-01-16	2025-04-10
	TESLA INC	P	2025-01-16	2025-04-09
	TESLA INC	P	2025-01-16	2025-02-24
	TESLA INC	P	2025-01-16	2025-02-14
	TESLA INC	P	2025-01-16	2025-02-14
	TESLA INC	P	2025-01-16	2025-02-13
	TETRA TECH INC NEW	P	2022-02-17	2025-01-16
	TETRA TECH INC NEW	P	2022-02-16	2025-01-16
	TETRA TECH INC NEW	P	2020-10-01	2025-01-16
	TETRA TECH INC NEW	P	2022-02-15	2025-01-16
	TETRA TECH INC NEW	P	2020-11-17	2025-01-16
	TETRA TECH INC NEW	P	2020-11-16	2025-01-16
	TETRA TECH INC NEW	P	2020-11-16	2025-01-16
	TETRA TECH INC NEW	P	2020-11-13	2025-01-16
	TETRA TECH INC NEW	P	2020-10-14	2025-01-16
	TETRA TECH INC NEW	P	2020-10-05	2025-01-16
	TETRA TECH INC NEW	P	2020-10-02	2025-01-16
	THERMO FISHER SCIENTIFIC	P	2025-01-16	2025-06-12
	TOPBUILD CORP SHS	P	2020-10-02	2025-01-16
	TOPBUILD CORP SHS	P	2020-11-17	2025-01-16
	TOPBUILD CORP SHS	P	2020-11-16	2025-01-16
	TOPBUILD CORP SHS	P	2020-11-16	2025-01-16
	TOPBUILD CORP SHS	P	2020-11-13	2025-01-16
	TOPBUILD CORP SHS	P	2020-10-15	2025-01-16
	TOPBUILD CORP SHS	P	2020-10-14	2025-01-16
	TOPBUILD CORP SHS	P	2020-10-01	2025-01-16
	TRADE (THE) DESK INC SHS	P	2025-01-16	2025-04-15
	TRANE TECHNOLOGIES PLC	P	2025-01-16	2025-01-30
	TRANE TECHNOLOGIES PLC	P	2025-01-16	2025-01-23
	UBER TECHNOLOGIES INC	P	2025-01-16	2025-01-29
	UBER TECHNOLOGIES INC	P	2025-01-16	2025-01-23
	UNILEVER PLC NEW ADR	P	2022-11-16	2025-01-16
	UNILEVER PLC NEW ADR	P	2024-05-07	2025-01-16
	UNILEVER PLC NEW ADR	P	2022-12-22	2025-01-16
	UNILEVER PLC NEW ADR	P	2022-12-21	2025-01-16
	UNILEVER PLC NEW ADR	P	2022-12-02	2025-01-16
	UNILEVER PLC NEW ADR	P	2022-12-01	2025-01-16
	UNILEVER PLC NEW ADR	P	2022-11-30	2025-01-16
	UNILEVER PLC NEW ADR	P	2022-11-17	2025-01-16
	UNILEVER PLC NEW ADR	P	2022-11-17	2025-01-16
	UNION PACIFIC CORP	P	2025-02-03	2025-06-04
	UNION PACIFIC CORP	P	2025-01-29	2025-06-04
	UNION PACIFIC CORP	P	2025-01-27	2025-06-04
	UNION PACIFIC CORP	P	2025-01-27	2025-06-03
	UNION PACIFIC CORP	P	2025-01-24	2025-06-03
	UNION PACIFIC CORP	P	2025-01-21	2025-06-03
	UNION PACIFIC CORP	P	2025-01-21	2025-05-29
	UNION PACIFIC CORP	P	2025-01-16	2025-05-29
	UNION PACIFIC CORP	P	2025-01-16	2025-05-28
	UNION PACIFIC CORP	P	2025-01-16	2025-05-12
	UNION PACIFIC CORP	P	2025-01-16	2025-05-07
	UNITEDHEALTH GROUP INC	P	2023-09-22	2025-01-16
	UNITEDHEALTH GROUP INC	P	2023-03-23	2025-01-16
	UNITEDHEALTH GROUP INC	P	2019-04-26	2025-01-16
	UNITEDHEALTH GROUP INC	P	2017-12-14	2025-01-16
	VERALTO CORP	P	2023-12-27	2025-01-16
	VERALTO CORP	P	2023-12-22	2025-01-16
	VERALTO CORP	P	2023-12-21	2025-01-16
	VERALTO CORP	P	2023-12-20	2025-01-16
	VERALTO CORP	P	2023-12-19	2025-01-16
	VERALTO CORP	P	2023-10-04	2025-01-16
	VERALTO CORP	P	2023-10-03	2025-01-16
	VERTIV HLDG CO	P	2025-01-16	2025-02-25
	VERTIV HLDG CO	P	2025-01-16	2025-01-28
	VISA INC CL A SHRS	P	2025-01-31	2025-06-26
	VISA INC CL A SHRS	P	2025-01-30	2025-06-26
	VISA INC CL A SHRS	P	2025-01-29	2025-06-25
	VISA INC CL A SHRS	P	2025-01-28	2025-06-25
	VISA INC CL A SHRS	P	2025-01-28	2025-06-24
	VISA INC CL A SHRS	P	2025-01-23	2025-06-24
	VISA INC CL A SHRS	P	2025-01-23	2025-06-20
	VISA INC CL A SHRS	P	2023-12-14	2025-01-16
	VISA INC CL A SHRS	P	2017-12-14	2025-01-16
	VISA INC CL A SHRS	P	2022-12-20	2025-01-16
	VISA INC CL A SHRS	P	2022-08-08	2025-01-16
	WALMART INC	P	2025-01-16	2025-05-15
	WASTE MANAGEMENT INC NEW	P	2020-02-24	2025-01-16
	WASTE MANAGEMENT INC NEW	P	2021-03-01	2025-01-16
	WASTE MANAGEMENT INC NEW	P	2020-06-26	2025-01-16
	WASTE MANAGEMENT INC NEW	P	2020-06-25	2025-01-16
	WASTE MANAGEMENT INC NEW	P	2020-03-30	2025-01-16
	WASTE MANAGEMENT INC NEW	P	2020-03-13	2025-01-16
	WASTE MANAGEMENT INC NEW	P	2020-02-25	2025-01-16
	INVESCO QQQ TR SER 1	P	2017-12-13	2025-05-21
	SECTOR SPDR ENERGY	P	2021-12-10	2025-05-21
	T ROWE PRICE HEALTH SCIENCES FD	P	2021-12-16	2025-01-15
	T ROWE PRICE HEALTH SCIENCES FD	P	2024-12-17	2025-01-15
	T ROWE PRICE HEALTH SCIENCES FD	P	2023-12-18	2025-01-15
	T ROWE PRICE HEALTH SCIENCES FD	P	2022-12-16	2025-01-15
	T ROWE PRICE HEALTH SCIENCES FD	P	2022-12-16	2025-01-15
	T ROWE PRICE HEALTH SCIENCES FD	P	2022-01-07	2025-01-15
	T ROWE PRICE HEALTH SCIENCES FD	P	2021-12-16	2025-01-15
	T ROWE PRICE HEALTH SCIENCES FD	P	2021-12-10	2025-01-15
	VANGUARD 500 INDEX FUND	P	2017-12-13	2025-05-21
	2 SHS WEST PHARMACTL SVCS INC	P	2022-01-24	2024-07-19
	2 SHS WEST PHARMACTL SVCS INC	P	2022-01-24	2024-07-19
	4 SHS WEST PHARMACTL SVCS INC	P	2022-01-25	2024-07-19
	3 SHS WEST PHARMACTL SVCS INC	P	2022-01-25	2024-07-22
	3 SHS WEST PHARMACTL SVCS INC	P	2022-01-25	2024-07-22
	3 SHS WEST PHARMACTL SVCS INC	P	2022-01-26	2024-07-22
	7 SHS WEST PHARMACTL SVCS INC	P	2022-02-15	2024-07-22
	6 SHS WEST PHARMACTL SVCS INC	P	2022-06-17	2024-07-22
	8 SHS DEERE CO	P	2021-09-03	2024-08-01
	15 SHS DEERE CO	P	2022-01-10	2024-08-01
	3 SHS DEERE CO	P	2023-03-23	2024-08-01
	19 SHS KEYSIGHT TECHNOLOGIES	P	2019-02-19	2024-08-01
	74 SHS NVIDIA	P	2018-10-31	2024-08-01
	17 SHS KEYSIGHT TECHNOLOGIES	P	2019-02-19	2024-08-02
	2 SHS KEYSIGHT TECHNOLOGIES	P	2019-06-25	2024-08-02
	11 SHS KEYSIGHT TECHNOLOGIES	P	2019-06-26	2024-08-02
	4 SHS KEYSIGHT TECHNOLOGIES	P	2020-03-30	2024-08-02
	14 SHS KEYSIGHT TECHNOLOGIES	P	2020-03-30	2024-08-02
	10 SHS KEYSIGHT TECHNOLOGIES	P	2022-02-14	2024-08-02
	9 SHS KEYSIGHT TECHNOLOGIES	P	2022-02-14	2024-08-05
	10 SHS KEYSIGHT TECHNOLOGIES	P	2022-10-25	2024-08-05
	12 SHS KEYSIGHT TECHNOLOGIES	P	2023-03-23	2024-08-05
	6 SHS KEYSIGHT TECHNOLOGIES	P	2023-09-22	2024-08-05
	12 SHS KEYSIGHT TECHNOLOGIES	P	2023-09-22	2024-08-06
	5 SHS FAIR ISAAC CORPORATION	P	2023-07-27	2024-08-27
	14 SHS PALO ALTO NETWORKS INC	P	2023-03-23	2024-09-11
	75 SHS SPDR S&P KENSHO NEW	P	2021-12-10	2024-10-03
	175 SHS SPDR S&P KENSHO NEW	P	2021-12-10	2024-10-03
	121.9020 SHS T ROWE PRICE HEALTH	P	2021-12-10	2024-10-03
	20 SHS VISA INC CL A SHRS	P	2017-12-14	2024-10-16
	8 SHS ARISTA NETWORKS INC	P	2024-05-07	2024-10-16
	7 SHS STERIS PLC REG SHS	P	2020-07-14	2024-10-18
	2 SHS STERIS PLC REG SHS	P	2020-07-15	2024-10-18
	2 SHS STERIS PLC REG SHS	P	2020-07-15	2024-10-21
	1 SHS STERIS PLC REG SHS	P	2020-07-15	2024-10-21
	6 SHS STERIS PLC REG SHS	P	2020-07-16	2024-10-21
	1 SHS STERIS PLC REG SHS	P	2020-07-16	2024-10-22
	1 SHS STERIS PLC REG SHS	P	2020-07-29	2024-10-22
	3 SHS STERIS PLC REG SHS	P	2020-07-29	2024-10-22
	7 SHS STERIS PLC REG SHS	P	2020-07-29	2024-10-23
	3 SHS STERIS PLC REG SHS	P	2020-11-13	2024-10-23
	7 SHS STERIS PLC REG SHS	P	2020-11-16	2024-10-23
	2 SHS STERIS PLC REG SHS	P	2020-11-17	2024-10-23
	2 SHS STERIS PLC REG SHS	P	2020-11-17	2024-10-24
	15 SHS STERIS PLC REG SHS	P	2024-05-07	2024-10-24
	4 SHS STERIS PLC REG SHS	P	2024-05-08	2024-10-24
	1 SHS MONOLITHIC PWR SYSTEMS	P	2022-10-24	2024-10-28
	5 SHS MONOLITHIC PWR SYSTEMS	P	2022-10-25	2024-10-28
	9 SHS INTUIT INC COM	P	2022-06-17	2024-11-07
	10 SHS TETRA TECH INC NEW	P	2020-09-25	2024-11-08
	23 SHS TETRA TECH INC NEW	P	2020-09-28	2024-11-08
	2 SHS TETRA TECH INC NEW	P	2020-09-28	2024-11-11
	29 SHS TETRA TECH INC NEW	P	2020-09-29	2024-11-11
	52.9450 SHS T ROWE PRICE HEALTH	P	2021-12-10	2024-11-19
	109.1820 SHS T ROWE PRICE HEALTH	P	2021-12-10	2024-11-19
	162.1270 SHS T ROWE PRICE HEALTH	P	2021-12-10	2024-11-19
	55 SHS FLEX LTD	P	2019-11-11	2024-11-22
	54 SHS FLEX LTD	P	2020-02-21	2024-11-22
	4 SHS FLEX LTD	P	2020-02-24	2024-11-22
	51 NEXTERA ENERGY INC SHS	P	2023-07-27	2024-11-22
	1 SHS TETRA TECH INC NEW	P	2020-09-29	2024-11-22
	15 SHS TETRA TECH INC NEW	P	2020-09-30	2024-11-22
	9 SHS TETRA TECH INC NEW	P	2020-10-01	2024-11-22
	4 SHS MAXIMUS INC	P	2020-08-17	2024-11-25
	13 SHS MAXIMUS INC	P	2020-08-18	2024-11-25
	37 SHS MAXIMUS INC	P	2020-08-19	2024-11-25
	14 SHS MAXIMUS INC	P	2020-08-20	2024-11-25
	26 SHS TETRA TECH INC NEW	P	2020-10-01	2024-11-25
	13 SHS MAXIMUS INC	P	2020-08-21	2024-11-26
	13 SHS MAXIMUS INC	P	2020-08-24	2024-11-26
	1 SHS MAXIMUS INC	P	2020-08-25	2024-11-26
	6 SHS MAXIMUS INC	P	2020-12-14	2024-11-26
	1 SHS MAXIMUS INC	P	2020-12-14	2024-11-26
	6 SHS MAXIMUS INC	P	2020-12-14	2024-11-27
	4 SHS MAXIMUS INC	P	2020-12-15	2024-11-27
	9 SHS STERIS PLC REG SHS	P	2020-06-26	2024-12-18
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	671	564	107
b	5,962	5,271	691
c	1,403	1,089	314
d	2,806	2,076	730
e	7,365	5,787	1,578
	1,698	2,223	-525
	2,972	3,572	-600
	2,547	2,241	306
	3,396	3,746	-350
	4,245	4,858	-613
	753	641	112
	645	611	34
	1,721	1,623	98
	1,076	943	133
	2,689	2,291	398
	1,829	1,468	361
	2,581	2,106	475
	1,076	879	197
	2,904	2,426	478
	3,913	1,667	2,246
	3,278	1,393	1,885
	1,058	427	631
	2,115	861	1,254
	2,644	1,069	1,575
	3,490	1,402	2,088
	635	272	363
	8,355	3,631	4,724
	669	680	-11
	2,510	2,547	-37
	1,422	1,108	314
	1,757	1,329	428
	2,343	1,625	718
	1,004	747	257
	1,590	1,160	430
	2,761	1,868	893
	1,841	1,243	598
	650	493	157
	2,128	2,361	-233
	3,860	4,525	-665
	1,826	2,164	-338
	1,396	1,771	-375
	465	590	0
	3,322	3,363	-41
	2,855	2,915	-60
	1,702	1,794	-92
	2,332	2,466	-134
	1,694	2,242	-548
	12,253	13,677	-1,424
	833	850	-17
	1,879	1,853	26
	7,491	7,413	78
	1,716	1,622	94
	15,201	15,290	-89
	466	529	-63
	233	355	-122
	466	674	-208
	932	1,362	-430
	1,000	1,362	-362
	250	341	0
	500	681	0
	3,012	3,744	-732
	307	438	-131
	5,470	7,770	-2,300
	676	1,319	-643
	922	1,791	-869
	553	873	-320
	922	1,433	-511
	860	1,194	-334
	983	1,513	-530
	430	580	-150
	676	688	-12
	730	688	42
	1,144	688	456
	941	619	322
	6,869	3,990	2,879
	3,283	3,444	-161
	2,111	2,262	-151
	4,222	4,415	-193
	235	244	-9
	4,456	4,767	-311
	2,345	2,516	-171
	515	590	-75
	656	735	-79
	937	1,047	-110
	1,078	1,180	-102
	750	802	-52
	890	933	-43
	656	702	-46
	937	1,003	-66
	187	204	-17
	609	650	-41
	328	348	-20
	469	491	-22
	974	919	55
	1,451	1,378	73
	975	919	56
	1,021	919	102
	789	1,051	-262
	1,164	1,577	-413
	1,275	1,402	-127
	1,113	1,226	-113
	583	797	-214
	1,424	1,911	-487
	668	930	-262
	1,041	1,162	-121
	625	697	0
	621	697	0
	828	930	0
	828	930	0
	627	321	306
	171	84	87
	3,763	4,878	-1,115
	1,653	2,135	-482
	741	672	69
	513	461	52
	684	616	68
	684	599	85
	798	693	105
	171	150	21
	684	600	84
	1,596	1,255	341
	16,691	14,493	2,198
	1,670	1,874	-204
	1,117	985	132
	1,456	1,293	163
	1,433	1,288	145
	1,729	1,904	-175
	818	1,017	-199
	690	872	-182
	754	872	-118
	630	726	-96
	808	872	-64
	669	726	-57
	1,276	1,453	-177
	400	436	0
	400	436	-36
	2,863	1,093	1,770
	11,452	3,939	7,513
	1,095	1,039	56
	1,431	1,516	-85
	1,448	1,516	-68
	1,510	1,516	0
	755	758	0
	852	758	94
	866	758	108
	878	758	120
	808	758	50
	727	758	-31
	475	646	-171
	1,426	1,917	-491
	158	214	-56
	160	214	-54
	641	902	-261
	790	1,166	-376
	644	933	-289
	503	691	-188
	335	464	-129
	842	1,161	-319
	482	697	-215
	2,069	2,077	-8
	8,482	8,087	395
	8,482	8,089	393
	2,905	629	2,276
	3,546	2,405	1,141
	3,674	2,506	1,168
	1,239	222	1,017
	4,828	820	4,008
	2,179	372	1,807
	6,110	863	5,247
	128	28	100
	2,563	558	2,005
	1,604	1,749	-145
	3,798	3,636	162
	1,941	1,869	72
	3,207	3,499	-292
	7,765	8,557	-792
	1,688	1,835	-147
	1,815	1,831	-16
	620	610	10
	813	628	185
	610	656	-46
	1,559	1,638	-79
	610	679	-69
	542	601	-59
	203	223	-20
	1,220	1,009	211
	136	113	23
	1,084	861	223
	339	269	70
	678	543	135
	1,762	1,445	317
	339	278	61
	1,084	900	184
	203	162	41
	1,288	1,013	275
	813	645	168
	542	430	112
	339	267	72
	746	555	191
	2,771	3,300	-529
	831	1,003	-172
	1,663	1,991	-328
	2,286	2,737	-451
	1,801	2,166	-365
	2,820	3,265	-445
	1,594	1,836	-242
	1,395	1,596	-201
	2,192	2,376	-184
	996	1,082	-86
	598	670	-72
	797	968	-171
	398	481	0
	2,192	2,676	-484
	1,195	1,476	-281
	2,839	3,132	-293
	747	462	285
	1,644	1,020	624
	14,643	6,897	7,746
	1,851	1,113	738
	4,935	3,728	1,207
	1,078	1,162	-84
	939	1,162	-223
	1,157	1,162	-5
	1,146	1,162	-16
	570	581	-11
	1,193	1,162	31
	3,163	3,109	54
	1,958	2,053	-95
	2,485	2,600	-115
	1,657	1,741	-84
	1,130	1,125	5
	2,636	2,613	23
	2,410	2,389	21
	2,560	2,539	21
	1,221	1,211	10
	760	757	3
	910	1,081	-171
	455	530	-75
	312	353	-41
	623	711	-88
	624	711	-87
	468	528	-60
	3,073	3,693	-620
	1,171	1,407	0
	878	1,055	0
	732	879	0
	645	914	-269
	1,028	1,523	-495
	732	1,066	-334
	826	1,218	-392
	798	914	-116
	1,308	1,523	-215
	498	659	-161
	549	527	22
	1,155	1,114	41
	1,593	1,847	-254
	543	616	-73
	1,091	1,231	0
	576	616	0
	726	169	557
	743	169	574
	3,464	762	2,702
	1,604	339	1,265
	1,221	254	967
	5,022	1,016	4,006
	877	169	708
	855	169	686
	1,216	679	537
	3,649	3,969	-320
	3,041	3,564	-523
	1,216	904	312
	2,433	1,797	636
	1,849	1,725	124
	902	862	40
	1,964	1,725	239
	3,101	3,238	-137
	2,608	2,116	492
	4,722	4,262	460
	6,202	5,964	238
	987	1,036	-49
	1,399	67	1,332
	593	31	562
	1,131	57	1,074
	769	36	733
	1,518	62	1,456
	8,465	360	8,105
	2,864	108	2,756
	1,493	1,709	-216
	3,414	4,008	-594
	2,987	1,292	1,695
	1,920	1,141	779
	4,267	2,398	1,869
	9,052	7,636	1,416
	1,912	1,980	-68
	3,936	3,292	644
	1,687	1,409	278
	632	804	-172
	1,350	1,609	-259
	1,139	1,126	13
	2,741	2,413	328
	2,449	2,413	36
	647	644	3
	10,486	5,725	4,761
	1,706	2,164	-458
	782	902	-120
	1,144	1,352	-208
	1,113	1,262	-149
	7,840	6,957	883
	1,600	1,653	-53
	3,520	3,302	218
	5,280	4,857	423
	886	1,009	-123
	1,387	1,346	41
	5,456	5,620	-164
	4,262	4,203	59
	2,019	1,991	28
	2,467	2,417	50
	2,916	2,856	60
	224	218	6
	1,346	1,308	38
	3,140	3,010	130
	4,182	4,509	-327
	1,115	1,177	-62
	6,970	6,723	247
	2,230	1,442	788
	836	519	317
	3,067	1,894	1,173
	2,509	1,712	797
	529	551	-22
	1,323	1,790	-467
	529	653	-124
	1,573	1,958	-385
	1,327	1,632	-305
	1,650	1,958	-308
	1,083	1,306	-223
	2,008	2,125	-117
	785	1,062	-277
	795	1,062	-267
	795	1,062	0
	853	1,047	-194
	1,107	999	108
	543	500	43
	1,825	1,499	326
	514	614	-100
	771	956	-185
	942	1,194	-252
	514	561	-47
	1,038	1,121	-83
	743	841	-98
	1,033	1,215	-182
	1,232	992	240
	783	567	216
	15,429	10,065	5,364
	1,587	1,669	-82
	2,742	2,773	-31
	1,443	1,349	94
	722	671	51
	3,608	3,355	253
	577	536	41
	3,319	3,020	299
	2,598	2,339	259
	722	638	84
	920	1,665	-745
	719	1,249	-530
	3,479	5,827	-2,348
	1,780	2,914	-1,134
	763	1,249	0
	1,017	1,665	0
	254	416	0
	509	832	0
	778	1,249	0
	919	1,665	0
	1,362	1,665	0
	354	416	0
	1,415	1,665	0
	1,035	1,249	0
	425	315	110
	2,336	1,718	618
	212	97	115
	2,336	1,705	631
	425	245	180
	637	369	268
	1,274	736	538
	425	237	188
	1,062	548	514
	637	304	333
	1,911	887	1,024
	3,296	4,445	-1,149
	1,375	709	666
	688	349	339
	688	347	341
	1,375	689	686
	1,032	503	529
	688	370	318
	1,032	558	474
	2,063	1,048	1,015
	1,261	3,186	-1,925
	731	780	-49
	1,183	1,170	13
	1,285	1,313	-28
	944	968	-24
	3,365	2,950	415
	2,483	2,371	112
	1,600	1,472	128
	1,986	1,837	149
	441	407	34
	3,531	3,270	261
	1,324	1,205	119
	772	671	101
	3,917	3,401	516
	1,322	1,446	-124
	881	1,007	-126
	441	504	-63
	219	252	-33
	877	994	-117
	219	237	-18
	443	473	-30
	222	232	-10
	892	929	-37
	915	929	-14
	855	929	-74
	3,610	3,536	74
	2,578	2,391	187
	3,610	1,654	1,956
	6,704	2,877	3,827
	1,765	1,401	364
	1,557	1,221	336
	1,661	1,292	369
	3,426	2,754	672
	8,929	7,129	1,800
	3,426	2,590	836
	4,880	3,618	1,262
	1,801	2,841	-1,040
	626	812	-186
	1,383	1,396	-13
	691	679	12
	1,049	1,004	45
	350	334	16
	1,054	1,003	51
	1,757	1,632	125
	1,357	1,306	51
	4,457	3,646	811
	11,461	4,085	7,376
	3,820	2,455	1,365
	4,139	2,769	1,370
	1,211	1,180	31
	2,100	1,241	859
	3,150	1,692	1,458
	2,940	1,441	1,499
	4,199	2,051	2,148
	4,619	2,112	2,507
	2,520	1,213	1,307
	2,100	1,250	850
	15,665	4,680	10,985
	26,886	18,404	8,482
	2,944	3,715	-771
	3	3	0
	2,899	3,072	-173
	3	3	0
	931	1,043	-112
	4,294	5,131	-837
	826	1,042	-216
	26,678	35,419	-8,741
	16,322	7,363	8,959
	634	767	-133
	634	733	-99
	1,267	1,509	-242
	948	1,147	-199
	948	1,132	-184
	948	1,147	-199
	2,213	2,688	-475
	1,897	1,705	192
	2,872	3,116	-244
	5,384	5,690	-306
	1,077	1,195	-118
	2,520	1,533	987
	8,524	381	8,143
	2,154	1,372	782
	253	170	83
	1,394	955	439
	507	330	177
	1,774	1,154	620
	1,267	1,658	-391
	1,104	1,492	-388
	1,227	1,719	-492
	1,472	1,896	-424
	736	791	-55
	1,483	1,583	-100
	8,498	4,137	4,361
	4,734	2,717	2,017
	3,637	4,539	-902
	8,491	10,591	-2,100
	12,000	13,125	-1,125
	5,716	2,270	3,446
	3,227	2,201	1,026
	1,580	1,060	520
	452	314	138
	449	315	134
	224	157	67
	1,346	939	407
	222	157	65
	222	162	60
	666	486	180
	1,547	1,134	413
	663	578	85
	1,547	1,360	187
	442	387	55
	456	387	69
	3,422	3,193	229
	912	847	65
	891	331	560
	4,455	1,698	2,757
	6,003	3,340	2,663
	469	182	287
	1,080	431	649
	96	38	58
	1,387	553	834
	4,898	5,701	0
	10,102	11,756	-1,654
	15,000	17,456	-2,456
	2,260	471	1,789
	2,219	517	1,702
	164	37	127
	3,875	3,753	122
	41	19	22
	615	287	328
	369	174	195
	295	314	-19
	959	1,017	-58
	2,730	2,897	-167
	1,033	1,086	-53
	1,078	503	575
	963	1,004	-41
	963	1,014	-51
	74	78	-4
	444	443	1
	74	73	1
	442	438	4
	295	295	0
	2,032	1,336	696
	4,332		4,332

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			107
b			691
c			314
d			730
e			1,578
			-525
			-600
			306
			-350
			-613
			112
			34
			98
			133
			398
			361
			475
			197
			478
			2,246
			1,885
			631
			1,254
			1,575
			2,088
			363
			4,724
			-11
			-37
			314
			428
			718
			257
			430
			893
			598
			157
			-233
			-665
			-338
			-375
			0
			-41
			-60
			-92
			-134
			-548
			-1,424
			-17
			26
			78
			94
			-89
			-63
			-122
			-208
			-430
			-362
			0
			0
			-732
			-131
			-2,300
			-643
			-869
			-320
			-511
			-334
			-530
			-150
			-12
			42
			456
			322
			2,879
			-161
			-151
			-193
			-9
			-311
			-171
			-75
			-79
			-110
			-102
			-52
			-43
			-46
			-66
			-17
			-41
			-20
			-22
			55
			73
			56
			102
			-262
			-413
			-127
			-113
			-214
			-487
			-262
			-121
			0
			0
			0
			0
			306
			87
			-1,115
			-482
			69
			52
			68
			85
			105
			21
			84
			341
			2,198
			-204
			132
			163
			145
			-175
			-199
			-182
			-118
			-96
			-64
			-57
			-177
			0
			-36
			1,770
			7,513
			56
			-85
			-68
			0
			0
			94
			108
			120
			50
			-31
			-171
			-491
			-56
			-54
			-261
			-376
			-289
			-188
			-129
			-319
			-215
			-8
			395
			393
			2,276
			1,141
			1,168
			1,017
			4,008
			1,807
			5,247
			100
			2,005
			-145
			162
			72
			-292
			-792
			-147
			-16
			10
			185
			-46
			-79
			-69
			-59
			-20
			211
			23
			223
			70
			135
			317
			61
			184
			41
			275
			168
			112
			72
			191
			-529
			-172
			-328
			-451
			-365
			-445
			-242
			-201
			-184
			-86
			-72
			-171
			0
			-484
			-281
			-293
			285
			624
			7,746
			738
			1,207
			-84
			-223
			-5
			-16
			-11
			31
			54
			-95
			-115
			-84
			5
			23
			21
			21
			10
			3
			-171
			-75
			-41
			-88
			-87
			-60
			-620
			0
			0
			0
			-269
			-495
			-334
			-392
			-116
			-215
			-161
			22
			41
			-254
			-73
			0
			0
			557
			574
			2,702
			1,265
			967
			4,006
			708
			686
			537
			-320
			-523
			312
			636
			124
			40
			239
			-137
			492
			460
			238
			-49
			1,332
			562
			1,074
			733
			1,456
			8,105
			2,756
			-216
			-594
			1,695
			779
			1,869
			1,416
			-68
			644
			278
			-172
			-259
			13
			328
			36
			3
			4,761
			-458
			-120
			-208
			-149
			883
			-53
			218
			423
			-123
			41
			-164
			59
			28
			50
			60
			6
			38
			130
			-327
			-62
			247
			788
			317
			1,173
			797
			-22
			-467
			-124
			-385
			-305
			-308
			-223
			-117
			-277
			-267
			0
			-194
			108
			43
			326
			-100
			-185
			-252
			-47
			-83
			-98
			-182
			240
			216
			5,364
			-82
			-31
			94
			51
			253
			41
			299
			259
			84
			-745
			-530
			-2,348
			-1,134
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			110
			618
			115
			631
			180
			268
			538
			188
			514
			333
			1,024
			-1,149
			666
			339
			341
			686
			529
			318
			474
			1,015
			-1,925
			-49
			13
			-28
			-24
			415
			112
			128
			149
			34
			261
			119
			101
			516
			-124
			-126
			-63
			-33
			-117
			-18
			-30
			-10
			-37
			-14
			-74
			74
			187
			1,956
			3,827
			364
			336
			369
			672
			1,800
			836
			1,262
			-1,040
			-186
			-13
			12
			45
			16
			51
			125
			51
			811
			7,376
			1,365
			1,370
			31
			859
			1,458
			1,499
			2,148
			2,507
			1,307
			850
			10,985
			8,482
			-771
			0
			-173
			0
			-112
			-837
			-216
			-8,741
			8,959
			-133
			-99
			-242
			-199
			-184
			-199
			-475
			192
			-244
			-306
			-118
			987
			8,143
			782
			83
			439
			177
			620
			-391
			-388
			-492
			-424
			-55
			-100
			4,361
			2,017
			-902
			-2,100
			-1,125
			3,446
			1,026
			520
			138
			134
			67
			407
			65
			60
			180
			413
			85
			187
			55
			69
			229
			65
			560
			2,757
			2,663
			287
			649
			58
			834
			0
			-1,654
			-2,456
			1,789
			1,702
			127
			122
			22
			328
			195
			-19
			-58
			-167
			-53
			575
			-41
			-51
			-4
			1
			1
			4
			0
			696
			4,332

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	171,283
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

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

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	2,469
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	2,469
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	2,469
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	1,440
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	1,029
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	2,469
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	0
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax	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

$ 0(2) On foundation managers. right arrow

$ 0

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

on foundation managers. right arrow

$ 0

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

N/A

The books are in care of right arrow

DOUGLAS TONYIA BOLTON Telephone no. right arrow

(843) 715-0173

Located at right arrow

26 N PORT ROYAL DRIVEHILTON HEAD ISLANDSC ZIP+4 right arrow

29928

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

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

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

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

16 No

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

Form 990-PF (2024)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

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

Yes

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

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

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

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

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

1a(5)

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

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

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

1a(6)

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

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

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

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

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

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

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

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

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

If "Yes," list the years right arrow

20, 20, 20, 20

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

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

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

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

20, 20, 20, 20

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

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

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

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

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

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

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

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

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

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

Form 990-PF (2024)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

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

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

5a(2)

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

5a(3)

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

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

5a(4)

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

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

5a(5)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Part VII

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

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

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
TONYIA J BOLTON	PRESIDENT 1.00	0	0	0
26 N PORT ROYAL DR HILTON HEAD ISLAND,SC29928	PRESIDENT 1.00	0	0	0
DOUGLAS R BOLTON	VICE-PRESIDENT 1.00	0	0	0
26 N PORT ROYAL DR HILTON HEAD ISLAND,SC29928	VICE-PRESIDENT 1.00	0	0	0

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


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









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

Form 990-PF (2024)

Page 7

Part VII

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

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

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

Part VIII-A

Summary of Direct Charitable Activities

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


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


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

56,882

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

1,624,796

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

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

1,681,678

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

1,681,678

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

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

25,225

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

1,656,453

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

82,823

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

82,823

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

2,469

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

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

2,469

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

80,354

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

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

80,354

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

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

80,354

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 ..........

83,107

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. .......

83,107

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					80,354
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......
c From 2021......
d From 2022......
e From 2023......	1,106
f Total of lines 3a through e ........		1,106
4Qualifying distributions for 2024 from Part
XI, line 4: $ 83,107
a Applied to 2023, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2024 distributable amount.....					80,354
e Remaining amount distributed out of corpus		2,753
5 Excess distributions carryover applied to 2024.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		3,859
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		3,859
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....	1,106
e Excess from 2024....	2,753

Form 990-PF (2024)

Page 10

Part XIII

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

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

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

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

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

Part XIV

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

1Information Regarding Foundation Managers:

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

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

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

Check here right arrow

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

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

DOUGLAS TONYIA BOLTON
26 N PORT ROYAL DR
HILTON HEAD ISLAND,SC29928
(843) 715-0173

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

UNSPECIFIED

cAny submission deadlines:

NONE

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

TO ADVANCE CHARITABLE PURPOSES

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
AMERICAN RED CROSS 431 18TH STREET WASHINGTON,DC20006		PC	CHARITABLE	3,000
AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS DBA ASPCA 520 EIGHTH AVENUE 7TH FLOOR NEW YORK,NY10018		PC	CHARITABLE	500
BLUFFTON SELF HELP PO BOX 2420 BLUFFTON,SC29910		PC	CHARITABLE	2,000
CHARLESTON COLLEGIATE SCHOOL 2024 ACADEMY ROAD JOHNS ISLAND,SC29455		PC	CHARITABLE	1,500
CHARLESTON GAILLARD CENTER 2 GEORGE STREET STE 2200 CHARLESTON,SC29401		PC	CHARITABLE	3,500
CHARLESTON ORPHAN RELIEF 1850 TRUXTUN AVE NORTH CHARLESTON,SC29405		PC	CHARITABLE	1,000
CHARLOTTE MECKLENBURG LIBRARY 300 EAST SEVENTH ST CHARLOTTE,NC28202		PC	CHARITABLE	2,450
COSTAL DISCOVERY MUSEUM 70 HONEY HORN DRIVE HILTON HEAD ISLAND,SC29926		PC	CHARITABLE	500
DAHLIA GROVE 4321 WOODGLEN LANE CHARLOTTE,NC28226		PC	CHARITABLE	2,643
DEEP WELL PROJECT PO BOX 5543 HILTON HEAD ISLAND,SC29938		PC	CHARITABLE	2,000
HABITAT CHARLOTTE PO BOX 220287 CHARLOTTE,NC28222		PC	CHARITABLE	1,000
HERITAGE FOUNDATION 71 LIGHTHOUSE ROAD UNIT 4200 HILTON HEAD ISLAND,SC29928		PC	CHARITABLE	7,500
HILTON HEAD BOYS & GIRLS CLUBS 151 GUMTREE ROAD HILTON HEAD,SC29925		PC	CHARITABLE	4,400
HILTON HEAD HUMANE SOCIETY 10 HUMANE WAY HILTON HEAD ISLAND,SC29926		PC	CHARITABLE	1,000
HOLLINGS CANCER CENTER MUSC 18 BEE STREET MSC 450 CHARLESTON,SC29425		PC	CHARITABLE	24,085
HOPEFUL HORIZONS BLUFFTONBEAUFORT PO BOX 1775 BEAUFORT,SC29901		PC	CHARITABLE	1,000
HOSPICE OF THE LOWCOUNTRY PO BOX 3827 BLUFFTON,SC29910		PC	CHARITABLE	1,000
LOWCOUNTRY FOOD BANK 2864 AZALEA DRIVE CHARLESTON,SC29405		PC	CHARITABLE	3,000
MEMORY MATTERS PO BOX 22330 HILTON HEAD ISLAND,SC29925		PC	CHARITABLE	1,000
NEIGHBORHOOD OUTREACH CONNECTION PO BOX 23558 HILTON HEAD ISLAND,SC29925		PC	CHARITABLE	2,000
POCKETS FULL OF SUNSHINE PO BOX 1474 BLUFFTON,SC29910		PC	CHARITABLE	1,000
PORT ROYAL CHARITABLE FOUNDATION PO BOX 23019 HILTON HEAD ISLAND,SC29925		PC	CHARITABLE	3,000
RONALD MCDONALD HOUSE 4710 WATERS AVENUE SAVANNAH,GA31404		PC	CHARITABLE	1,000
SAMARITANS PURSE PO BOX 3000 BOONE,NC28607		PC	CHARITABLE	3,000
SECOND HELPINGS 4 NORTHRIDGE DRIVE HILTON HEAD ISLAND,SC29928		PC	CHARITABLE	2,000
THE SALVATION ARMY 1424 NORTHEAST EXPRESSWAY NE ATLANTA,GA30329		PC	CHARITABLE	2,000
TUNNEL FOR TOWERS 2361 HYLAN BLVD STATEN ISLAND,NY10306		PC	CHARITABLE	2,000
VOLUNTEERS IN MEDICINE 15 NORTHRIDGE DRIVE HILTON HEAD ISLAND,SC29926		PC	CHARITABLE	998
WOMEN IN PHILANTHROPY HHI PO BOX 23019 HILTON HEAD ISLAND,SC29925		PC	CHARITABLE	1,031
WOUNDED WARRIOR PROJECT 4899 BELFORT RD STE 300 JACKSONVILLE,FL32256		PC	CHARITABLE	2,000
Total ................................. 3a				83,107

bApproved for future payment

Total ................................. 3b				0

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	1,368
4 Dividends and interest from securities ....			14	14,452
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	171,283
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) ..		0		187,103	0

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

187,103

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

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

Form 990-PF (2024)

Page 13

Part XVI

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

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

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

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

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

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

If "Yes," complete the following schedule.

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

Sign Here

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

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

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of Stock	End of Year Book Value	End of Year Fair Market Value
VARIOUS MUTUAL FUNDS - DETAIL AVAILABLE UPON REQ	675,389	774,607
VARIOUS EQUITIES - DETAIL AVAILABLE UPON REQ	382,082	916,714

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAX PAID	70	70		0
FEDERAL EXCISE TAX	1,894	0		0