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
ROYAL ARCH MASONS CHILDREN'S
HEART FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 223
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MARYSVILLE, WA98270
A Employer identification number

91-6036996
B Telephone number (see instructions)

(360) 658-4581
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$3,539,366J 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) 3,583
2 Check right arrow.............
3 Interest on savings and temporary cash investments 6 6  
4 Dividends and interest from securities... 98,760 93,297  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 132,814
b Gross sales price for all assets on line 6a 726,223
7 Capital gain net income (from Part IV, line 2)... 136,197
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)....... Click to see attachment
List of Attached Documents:
// Content
69 69  
12 Total. Add lines 1 through 11........ 235,232 229,569  
Operating and Administrative Expenses 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).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
34,632 34,632   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,059 2,305   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 9,771 0   9,771
21 Travel, conferences, and meetings....... 240 0   240
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,888 0   1,888
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 52,590 36,937   11,899
25 Contributions, gifts, grants paid....... 150,000 150,000
26 Total expenses and disbursements. Add lines 24 and 25 202,590 36,937   161,899
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 32,642
b Net investment income (if negative, enter -0-) 192,632
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 60,142 77,838 77,838
2 Savings and temporary cash investments......... 76,214 130,654 130,654
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)....... 1,628,386 Click to see attachment
List of Attached Documents:
// Content
1,715,775 		1,715,775
c Investments—corporate bonds (attach schedule)....... 625,027 Click to see attachment
List of Attached Documents:
// Content
539,665 		539,665
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).......... 984,493 Click to see attachment
List of Attached Documents:
// Content
1,075,434 		1,075,434
14 Land, buildings, and equipment: basis right arrow2,600
Less: accumulated depreciation (attach schedule) right arrow2,600      
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,374,262 3,539,366 3,539,366
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 3,374,262 3,539,366
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    
29 Total net assets or fund balances (see instructions)..... 3,374,262 3,539,366
30 Total liabilities and net assets/fund balances (see instructions). 3,374,262 3,539,366
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
3,374,262
2
Enter amount from Part I, line 27a .....................
2
32,642
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
132,462
4
Add lines 1, 2, and 3 ..........................
4
3,539,366
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,539,366
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 MORGAN STANLEY #42778-235 P    
b MORGAN STANLEY #354303-033 P    
c MORGAN STANLEY #35086-033 P    
d CAPITAL GAINS DISTRIBUTIONS P    
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 90,000   90,000 0
b 8,866   8,544 322
c 625,478   491,482 133,996
d 1,879     1,879
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       0
b       322
c       133,996
d       1,879
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 2 136,197
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,678
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 2,678
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 2,678
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 63
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 2,741
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowWA
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 arrowWWW.RAMCHF.ORG
14
The books are in care ofright arrowJAMES NORTON Telephone no.right arrow (206) 679-6582

Located atright arrow9731 240TH PL SWEDMONDSWA ZIP+4right arrow98020
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JAY WHITE PRESIDENT
1.00 		0 0 0
PO BOX 223
MARYSVILLE,WA98270
BOB BAXTER 1ST VICE PRESIDENT
1.00 		0 0 0
PO BOX 223
MARYSVILLE,WA98270
RICARDO BARRIENTES 2ND VICE PRESIDENT
1.00 		0 0 0
PO BOX 223
MARYSVILLE,WA98270
JIMMY NORTON TREASURER/PAST PRESIDENT
1.00 		0 0 0
PO BOX 223
MARYSVILLE,WA98270
MARK SANDERS SECRETARY
1.00 		0 0 0
PO BOX 223
MARYSVILLE,WA98270
BOB TRUESDALE PAST PRESIDENT
1.00 		0 0 0
PO BOX 223
MARYSVILLE,WA98270
JOHN BRETT TRUSTEE
1.00 		0 0 0
PO BOX 223
MARYSVILLE,WA98270
JOHN BURRAGE TRUSTEE
1.00 		0 0 0
PO BOX 223
MARYSVILLE,WA98270
DALE COLLIER TRUSTEE
1.00 		0 0 0
PO BOX 223
MARYSVILLE,WA98270
STEVEN DAZEY TRUSTEE
1.00 		0 0 0
PO BOX 223
MARYSVILLE,WA98270
DAN ECHO TRUSTEE
1.00 		0 0 0
PO BOX 223
MARYSVILLE,WA98270
KYLE EVANSTAD TRUSTEE
1.00 		0 0 0
PO BOX 223
MARYSVILLE,WA98270
RONALD GRAHAM TRUSTEE
1.00 		0 0 0
PO BOX 223
MARYSVILLE,WA98270
DOUGLAS HOGGATT TRUSTEE
1.00 		0 0 0
PO BOX 223
MARYSVILLE,WA98270
ALEX JORDAN TRUSTEE
1.00 		0 0 0
PO BOX 223
MARYSVILLE,WA98270
FRED NOYES TRUSTEE
1.00 		0 0 0
PO BOX 223
MARYSVILLE,WA98270
ROGER PANKEY TRUSTEE
1.00 		0 0 0
PO BOX 223
MARYSVILLE,WA98270
MICHAEL SMITSON TRUSTEE
1.00 		0 0 0
PO BOX 223
MARYSVILLE,WA98270
DONALD WERTMAN TRUSTEE
1.00 		0 0 0
PO BOX 223
MARYSVILLE,WA98270
PHILLIP L WOODLAND TRUSTEE
1.00 		0 0 0
PO BOX 223
MARYSVILLE,WA98270
SHAUN YABANDEH TRUSTEE
1.00 		0 0 0
PO BOX 223
MARYSVILLE,WA98270
JOHN ZELLER TRUSTEE
1.00 		0 0 0
PO BOX 223
MARYSVILLE,WA98270
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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 arrow0
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
3,373,847
b
Average of monthly cash balances.......................
1b
197,623
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,571,470
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
3,571,470
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
53,572
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,517,898
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
175,895
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
175,895
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,678
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,678
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
173,217
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
173,217
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
173,217
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
161,899
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
161,899
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 7 173,217
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...... 6,170
f Total of lines 3a through e ........ 6,170
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 161,899
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..... 161,899
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 6,170 6,170
(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 .......... 		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 .......... 		5,148
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 ...... 		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....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

CHILDREN'S VILLAGE

3801 KERN ROAD
YAKIMA,WA98902 		  PC ASSISTANCE FOR CHILDREN NEEDING HEART SURGERY 36,250

MARY BRIDGE CHILDREN'S HOSPITAL

PO BOX 5296
TACOMA,WA98415 		  PC ASSISTANCE FOR CHILDREN NEEDING HEART SURGERY 36,250

MEMORIAL FOUNDATION CHILDREN'S NETWORK

2701 TIETON DRIVE
YAKIMA,WA98902 		  PC ASSISTANCE FOR CHILDREN NEEDING HEART SURGERY 36,250

PROVIDENCE SACRED HEART CHILDREN'S HEART FOUNDATION

101 W 8TH AVE
SPOKANE,WA99204 		  PC ASSISTANCE FOR CHILDREN NEEDING HEART SURGERY 36,250

SEATTLE CHILDREN'S HOSPITAL FOUNDATION

PO BOX 5371
SEATTLE,WA98145 		  PC ASSISTANCE FOR CHILDREN NEEDING HEART SURGERY 5,000
Total .................................right arrow 3a 150,000
bApproved for future payment
Total ................................. right arrow 3b 0
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 6  
4 Dividends and interest from securities ....     14 98,760  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 69  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 132,814  
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) .. 0 231,649 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
231,649
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpBondsSchedule
Name:
ROYAL ARCH MASONS CHILDREN'S
 
HEART FOUNDATION INC
EIN:
91-6036996
Name of Bond End of Year Book Value End of Year Fair Market Value
ARISTA NETWORKS INC (ANET) 4,532 4,532
ASHTEAD GROUP PLC ADR (ASHTY) 4,176 4,176
BANK OF AMERICA CORP 8,790 8,790
BECTON DICKINSON AND CO 6.7% 73,844 73,844
CIGNA CORP 45,017 45,017
MORGAN STANLEY 100,245 100,245
MORGAN STANLEY 5% 65,159 65,159
MORGAN STANLEY 6.250% 138,285 138,285
US BANCORP 97,913 97,913
US FOODS HOLDING CORP (USFD) 1,704 1,704

TY 2024 InvestmentsCorpStockSchedule
Name:
ROYAL ARCH MASONS CHILDREN'S
 
HEART FOUNDATION INC
EIN:
91-6036996
Name of Stock End of Year Book Value End of Year Fair Market Value
ABB LTD (ABB) 11,966 11,966
3M CO (MMM) 3,857 3,857
ABBOTT LABORATORIES (ABT) 8,239 8,239
ABBVIE INC COM (ABBV) 9,196 9,196
ACCENTURE PLC IRELAND CL A (ACN) 7,184 7,184
ADIDAS AG (ADDYY) 4,183 4,183
AIA GROUP LTD SPON ADR (AAGIY) 6,639 6,639
AIR LIQUIDE ADR (AIQUY) 4,647 4,647
AIRBUS SE UNSPONSORED ADR (EADSY) 7,293 7,293
ALIBABA GROUP HLDG LTD (BABA) 1,054 1,054
ALLY FINANCIAL INC (ALLY) 1,800 1,800
ALPHABET INC CL C (GOOG) 22,281 22,281
AMADEUS IT GROUP S.A ADR (AMADY) 10,805 10,805
AMAZON COM INC (AMZN) 31,153 31,153
AMENTUM HOLDINGS INC (AMTM) 1,841 1,841
AMEREN CORP (HLDG CO) (AEE) 2,623 2,623
AMERICAN ELEC PWR CO INC (AEP) 2,767 2,767
AMERICAN EXPRESS CO 5.850% 110,107 110,107
AMPHENOL CORP NEW CL A (APH) 2,756 2,756
ANALOG DEVICES INC (ADI) 6,713 6,713
ANHEUSER BUSCH INBEV SA SPON (BUD) 4,593 4,593
APPLE INC (AAPL) 37,813 37,813
APPLOVIN CORP (APP) 1,914 1,914
ARCHER DANIELS MIDLAND (ADM) 3,085 3,085
ASML HOLDING NV NY REG NEW (ASML) 11,233 11,233
ASTRAZENECA PLC ADR (AZN) 10,549 10,549
AT&T INC (T) 6,353 6,353
AUTOMATIC DATA PROCESSING INC (ADP) 6,230 6,230
AUTOZONE INC (AZO) 2,594 2,594
AVALONBAY COMM INC (AVB) 2,420 2,420
AVERY DENNISON CORPORATION (AVY) 1,831 1,831
B&M EUROPEAN VALUE RET SA ADR (BMRRY) 1,301 1,301
BAE SYS PLC SPON ADR (BAESY) 5,613 5,613
BANK OF AMERICA CORP 4 % 89,964 89,964
BANK OF NEW YORK MELLON CORP (BK) 5,588 5,588
BAXTER INTL INC (BAX) 2,945 2,945
BECTON DICKINSON & CO (BDX) 2,185 2,185
BEIGENE LTD (BGNE) 2,101 2,101
BHP GROUP LIMITED ADR (BHP) 1,758 1,758
BIO RAD LAB A (BIO) 3,791 3,791
BLACKROCK INC (BLK) 6,151 6,151
BLOCK INC CL A (SQ) 998 998
BLACKSTONE INC (BX) 7,011 7,011
BERKSHIRE HATHAWAY CL-B NEW (BRK'B) 3,977 3,977
BOOKING HOLDINGS INC (BKNG) 1,704 1,704
BOOZ ALLEN HAMILTON HLDG CL-A (BAH) 1,802 1,802
BP PLC ADS (BP) 3,961 3,961
BRISTOL MYERS SQUIBB CO (BMY) 5,251 5,251
BRITISH AMER TOB SPON ADR (BTI) 3,422 3,422
BROADCOM INC (AVGO) 21,734 21,734
CANADIAN NATL RAILWAY CO (CNI) 5,819 5,819
CAPGEMINI S E UNSPONSORED ADR (CGEMY) 7,304 7,304
CARLSBERG AS (CABGY) 3,123 3,123
CENTENE CORPORATION (CNC) 2,609 2,609
CHEVRON CORP (CVX) 8,143 8,143
CHIPOTLE MEXICAN GRILL INC COM (CMG) 1,184 1,184
CHUBB LTD (CB) 6,987 6,987
CHUGAI PHARMACEUTIC UNSP ADR (CHGCY) 3,095 3,095
CISCO SYS INC (CSCO) 8,406 8,406
CLARIVATE PLC (CLVT) 1,900 1,900
CME GROUP INC (CME) 5,305 5,305
CMS ENERGY CP (CMS) 1,666 1,666
CNH INDL N V SHS (CNHI) 861 861
COCA COLA CO (KO) 10,211 10,211
COGNIZANT TECH SOLUTIONS CL A (CTSH) 851 851
COMCAST CORP (NEW) CLASS A (CMCSA) 7,619 7,619
COMMERCIAL METALS CO (CMC) 2,393 2,393
CONAGRA BRANDS INC (CAG) 2,354 2,354
CONOCOPHILLIPS (COP) 3,382 3,382
CORPAY INC (CPAY) 2,859 2,859
CROWN HLDGS INC (HOLDING CO) (CCK) 2,291 2,291
CSX CORP (CSX) 2,085 2,085
CUMMINS INC (CMI) 2,466 2,466
D R HORTON INC (DHI) 6,322 6,322
DAIICHI SANKYO CO LTD SPON ADR (DSNKY) 7,200 7,200
DAIKIN INDS LTD UNSPON ADR (DKILY) 3,823 3,823
DANONE SPONSORED ADR (DANOY) 3,655 3,655
DBS GROUP HOLDINGS LTD SP (DBSDY) 7,956 7,956
DEUTSCHE BK AG REG SHS (DB) 4,689 4,689
DNB ASA ADR (DNBBY) 4,355 4,355
DOLLAR GEN CORP NEW COM (DG) 1,022 1,022
DOLLAR TREE INC (DLTR) 1,694 1,694
DOMINION ENERGY INC (D) 3,724 3,724
DOORDASH INC CL A (DASH) 4,203 4,203
DSV AS ADR (DSDVY) 5,896 5,896
DTE ENERGY COMPANY (DTE) 1,380 1,380
EATON CORP PLC SHS (ETN) 2,244 2,244
EBAY INC (EBAY) 2,488 2,488
ECHOSTAR CORP CL A (SATS) 779 779
EDWARD LIFESCIENCES CORP (EW) 862 862
ELI LILLY & CO (LLY) 9,712 9,712
ENGIE SPONS ADR (ENGIY) 5,787 5,787
ENTERGY CORP NEW (ETR) 3,971 3,971
EOG RESOURCES INC (EOG) 4,265 4,265
EPIROC AKTIEBOLAG ADR (EPOKY) 7,668 7,668
ESSILORLUXOTTICA ADR (ESLOY) 10,612 10,612
EVERGY INC (EVRG) 4,003 4,003
EVOLUTION AB ADR (EVVTY) 2,170 2,170
EXXON MOBIL CORP (XOM) 9,083 9,083
FAIR ISAAC & CO INC (FICO) 2,469 2,469
FERRARI N V (RACE) 3,318 3,318
FIDELITY NATIONAL FINANCIAL IN (FNF) 2,481 2,481
FIRST CITIZ BANCSHARES A (FCNCA) 3,132 3,132
FUJITSU LTD ADR NEW (FJTSY) 3,794 3,794
GAMING & LEISURE PPTYS INC COM (GLPI) 2,093 2,093
GENERAL MILLS INC (GIS) 3,297 3,297
GENMAB A S ADR (GMAB) 3,193 3,193
GENUINE PARTS CO (GPC) 1,837 1,837
GIVAUDAN SA ADR (GVDNY) 6,444 6,444
GLOBAL PAYMENT INC (GPN) 3,321 3,321
GOLDMAN SACHS GRP INC (GS) 5,190 5,190
GRAPHIC PACKAGING HOLDING CO (GPK) 2,580 2,580
HALLIBURTON CO (HAL) 2,337 2,337
HENRY SCHEIN INC (HSIC) 2,457 2,457
HERMES INTL SCA UNSPON ADR (HESAY) 5,667 5,667
HF SINCLAIR CORPORATION (DINO) 2,555 2,555
HITACHI 10 COM NEW ADR (HTHIY) 7,916 7,916
HOME DEPOT INC (HD) 11,624 11,624
HONEYWELL INTL INC (HON) 7,591 7,591
HONG KONG EXCHANGES & CLEARING (HKXCY) 4,175 4,175
HOYA CORP SPONS ADR (HOCPY) 2,714 2,714
HUBSPOT, INC. (HUBS) 2,288 2,288
HUNTINGTON INGALLS INDUSTRIES (HII) 2,457 2,457
IAC INC NEW (IAC) 2,251 2,251
IBERDROLA SA SPON ADR (IBDRY) 3,691 3,691
ILL TOOL WORKS INC (ITW) 4,151 4,151
IMPERIAL BRANDS PLC SPD ADR (IMBBY) 4,348 4,348
INDUSTRIA DE DISENO TEXTIL IND (IDEXY) 8,250 8,250
INTL BUSINESS MACHINES CORP (IBM) 10,256 10,256
INTUIT INC (INTU) 3,498 3,498
INTUITIVE SURGICAL INC (ISRG) 7,653 7,653
IQVIA HOLDINGS INC (IQV) 815 815
ITOCHU CORP ADR (ITOCY) 9,030 9,030
JACOBS SOLUTIONS INC (J) 1,867 1,867
JAZZ PHARMACEUTICALS PLC (JAZZ) 2,766 2,766
JBG SMITH PPTYS (JBGS) 1,583 1,583
JOHNSON & JOHNSON (JNJ) 12,738 12,738
JPMORGAN CHASE & CO 17,694 17,694
JPMORGAN CHASE & CO 3.3% 98,506 98,506
KEYENCE CORP (KYCCF) 6,544 6,544
KINDER MORGAN INCORP (KMI) 3,233 3,233
KKR & CO INC CL A (KKR) 5,494 5,494
KLA CORPORATION (KLAC) 3,454 3,454
KONINKLIJKE KPN NV ADR (KKPNY) 4,070 4,070
KONINKLIJKE PHIL EL SP ADR NEW (PHG) 1,244 1,244
KRAFT HEINZ CO COM (KHC) 3,347 3,347
L OREAL CO ADR (LRLCY) 6,813 6,813
LABCORP HOLDINGS INC (LH) 3,210 3,210
LAM RESEARCH CORPORATION (LRCX) 4,825 4,825
LAMB WESTON HLDGS INC COM (LW) 983 983
LIBERTY BROADBAND CORP S-C (LBRDK) 2,117 2,117
LIBERTY GLOBAL PLC CL A (LBTYA) 1,774 1,774
LINDE PLC (LIN) 4,876 4,876
LKQ CORPORATION (LKQ) 2,172 2,172
LOCKHEED MARTIN CORP (LMT) 3,892 3,892
LONDON STK EXCHANGE GROUP ADR (LNSTY) 12,791 12,791
LVMH MOET HENNESSY LOUIS VUITT (LVMUY) 8,363 8,363
MARKEL GROUP INC (MKL) 4,557 4,557
MARSH & MCLENNAN COS INC (MMC) 7,335 7,335
MARUBENI CORP ADR (MARUY) 3,605 3,605
MASTERCARD INC CL A (MA) 12,418 12,418
MATCH GROUP INC (MTCH) 2,489 2,489
MC DONALDS CORP (MCD) 11,512 11,512
MCKESSON CORP (MCK) 3,510 3,510
MEDTRONIC PLC SHS (MDT) 3,285 3,285
MERCADOLIBRE INC (MELI) 3,329 3,329
MERCK & CO INC NEW COM (MRK) 4,434 4,434
META PLATFORMS INC CL A (META) 24,321 24,321
MICROSOFT CORP (MSFT) 41,298 41,298
MIDDLEBY CORP DEL (MIDD) 835 835
MOLSON COORS BEVERAGE CO CL B (TAP) 1,601 1,601
MONDELEZ INTL INC COM (MDLZ) 4,527 4,527
MORGAN STANLEY (MS) 6,286 6,286
MTU AERO ENGINES AG (MTUAY) 4,668 4,668
MUENCHENER RUECK-UNSPONS ADR (MURGY) 5,458 5,458
NATERA INC COM (NTRA) 995 995
NATIONAL GRID PLC SPON ADR (NGG) 3,617 3,617
NATL FUEL GAS CO (NFG) 1,500 1,500
NATWEST GROUP PLC ADR (NWG) 6,600 6,600
NESTLE SPON ADR REP REG SHR (NSRGY) 7,298 7,298
NETEASE.COM INC ADS (NTES) 1,695 1,695
NETFLIX INC (NFLX) 13,132 13,132
NEWS CORPORATION CL A (NWSA) 1,953 1,953
NEXTERA ENERGY INC (NEE) 2,021 2,021
NISOURCE INC (NI) 3,018 3,018
NITORI HLDGS CO LTD ADR (NCLTY) 2,075 2,075
NOBLE CORP NEW A (NE) 667 667
NOMURA RESH INST LTD ADR (NRILY) 5,514 5,514
NORTHROP GRUMMAN CP(HLDG CO) (NOC) 5,034 5,034
NOVO NORDISK A/S ADR (NVO) 13,505 13,505
NVIDIA CORPORATION (NVDA) 39,481 39,481
OGE ENERGY CORPORATION (OGE) 2,510 2,510
ORACLE CORP (ORCL) 7,109 7,109
PACKAGING CORP AMER (PKG) 2,961 2,961
PALO ALTO NETWORKS INC (PANW) 2,661 2,661
PARKER HANNIFIN CORP (PH) 7,212 7,212
PAYPAL HLDGS INC COM (PYPL) 3,154 3,154
PEPSICO INC NC (PEP) 2,790 2,790
PERRIGO CO LTD (PRGO) 3,368 3,368
PNC FINL SVCS GP (PNC) 5,544 5,544
POST HOLDINGS INC (POST) 2,655 2,655
PPG INDUSTRIES INC (PPG) 2,757 2,757
PROCTER & GAMBLE (PG) 8,762 8,762
PROLOGIS INC COM (PLD) 2,018 2,018
PUBLIC SERVICE ENTERPRISE GP (PEG) 2,409 2,409
PUBLIC STORAGE (PSA) 1,895 1,895
QUALCOMM INC (QCOM) 2,070 2,070
QUANTA SERVICES INC (PWR) 3,177 3,177
RECRUIT HOLDINGS CO. LTD. ADR (RCRUY) 7,077 7,077
REGENERON PHARMACEUTICALS INC (REGN) 1,031 1,031
RELX PLC SPONSORED ADR (RELX) 8,584 8,584
ROLLS ROYCE HOLDINGS PLC (RYCEY) 8,559 8,559
SAFRAN SA (SAFRY) 15,099 15,099
SALESFORCE INC (CRM) 3,945 3,945
SAP AG (SAP) 22,488 22,488
SERVICENOW INC (NOW) 9,027 9,027
SHIN ETSU CHEM CO LTD ADR (SHECY) 4,970 4,970
SHOPIFY INC (SHOP) 6,071 6,071
SIKA AG ADR (SXYAY) 5,667 5,667
SIRIUS XM HOLDINGS INC (SIRI) 1,961 1,961
SMC CORP COMMON (SMECF) 4,990 4,990
SOUTHERN CO (SO) 4,475 4,475
SPOTIFY TECHNOLOGY SA (SPOT) 6,584 6,584
SS&C TECHNOLOGIES HLDGS INC (SSNC) 905 905
STARBUCKS CORP WASHINGTON (SBUX) 2,415 2,415
STRAUMANN HLDG AG ADR (SAUHY) 2,774 2,774
SUZUKI MTR CORP ADR (SZKMY) 3,988 3,988
SYNOPSYS INC (SNPS) 1,018 1,018
TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) 17,366 17,366
TD SYNNEX CORPORATION (SNX) 2,041 2,041
TDK CP ADR NEW (TTDKY) 6,594 6,594
TENCENT HLDGS LTD UNSPON ADR (TCEHY) 5,105 5,105
TERUMO CORP ADR UNSPONS ADR (TRUMY) 2,533 2,533
TESLA INC (TSLA) 14,904 14,904
TEXAS INSTRUMENTS (TXN) 3,080 3,080
TFI INTL INC (TFII) 4,823 4,823
THE MOSAIC COMPANY (MOS) 2,402 2,402
THERMO FISHER SCIENTIFIC (TMO) 730 730
TJX COS INC NEW (TJX) 4,671 4,671
TOKYO ELECTRON LTD UNSPON ADR (TOELY) 4,463 4,463
TOTALENERGIES SE SPONSORED ADS (TTE) 11,118 11,118
TRADE DESK INC CLASS A (TTD) 2,101 2,101
TRANE TECHNOLOGIES PLC (TT) 7,735 7,735
TRANSDIGM GROUP INC (TDG) 4,854 4,854
TYSON FOODS INC CL A (TSN) 2,487 2,487
UBER TECHNOLOGIES INC (UBER) 1,894 1,894
ULTA BEAUTY INC (ULTA) 1,035 1,035
UNICHARM CORP UNSPON ADR (UNICY) 1,286 1,286
UNICREDIT SPA-ADR (UNCRY) 7,300 7,300
UNION PACIFIC CORP (UNP) 6,512 6,512
UNITEDHEALTH GP INC (UNH) 10,784 10,784
VALERO ENERGY CP DELA NEW (VLO 4,307 4,307
VERTIV HOLDINGS LLC CL A (VRT) 1,848 1,848
VIATRIS INC (VTRS) 2,727 2,727
VISA INC CL A (V) 4,908 4,908
VONTIER CORPORATION (VNT) 2,407 2,407
W W GRAINGER INC (GWW) 1,404 1,404
WALGREENS BOOTS ALLIANCE INC (WBA) 1,978 1,978
WALMART INC (WMT) 14,095 14,095
WALT DISNEY CO HLDG CO (DIS) 4,745 4,745
WARNER BROS DISCOVERY INC SER (WBD) 2,875 2,875
WASTE MGMT INC (DELA) (WM) 4,133 4,133
WEC ENERGY GROUP INC COM (WEC) 2,097 2,097
WESCO INTL INC (WCC) 1,025 1,025
WELLS FARGO & CO NEW (WFC) 7,516 7,516
WILLIS TOWERS WATSON PLC LTD (WTW) 1,425 1,425
ZIMMER BIOMET HLDGS INC COM (ZBH) 1,533 1,533

TY 2024 InvestmentsOtherSchedule2
Name:
ROYAL ARCH MASONS CHILDREN'S
 
HEART FOUNDATION INC
EIN:
91-6036996
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLACKROCK HI YIELD BD PTF INST (BHYIX) FMV 1,746 1,746
BLACKROCK TOTAL RET A (MDHQX) FMV 82,805 82,805
BNY MELLON N A CD PITTSBURGH PA CD FMV 91,817 91,817
COHEN & STEERS REAL EST SECS I (CSDIX) FMV 97,895 97,895
DOUBLELINE INCOME SOLUTIONS FD (DSL) FMV 12,570 12,570
DOUBLELINE INCOME SOLUTIONS FD (DSL) FMV 12,570 12,570
FEDERATED HRMS TTL RET BD IS (FTRBX) FMV 7,625 7,625
ISHARES MORNINGSTAR SMALL-CA (ISCV) FMV 1,712 1,712
ISHARES RUSSELL 2000 GRWTH ETF (IWO) FMV 2,590 2,590
ISHARES RUSSELL 2000 GRWTH ETF (IWO) FMV 106,781 106,781
ISHARES RUSSELL MIDCAP G ETF (IWP) FMV 1,901 1,901
ISHARES RUSSELL MIDCAP G ETF (IWP) FMV 143,354 143,354
ISHARES RUSSELL MIDCAP V ETF (IWS) FMV 1,681 1,681
ISHARES S&P 500 GRWTH ETF (IVW) FMV 18,580 18,580
ISHARES S&P 500 VAL ETF (IVE) FMV 16,225 16,225
SPDR BLOOMBERG 1-3 MONTH T-B (BIL) FMV 13,989 13,989
JPMORGAN EMERGING MKTS EQ I (JEMSX) FMV 114,799 114,799
JPMORGAN UNDSC MNGR BEHV VL I (UBVSX) FMV 101,650 101,650
PGIM TOTAL RETURN BOND Z (PDBZX) FMV 6,796 6,796
PIMCO LOW DURATION INC I2 (PFTPX) FMV 6,825 6,825
PIMCO ENHANCED SHRT MTRT EXC (MINT) FMV 2,509 2,509
PIMCO INCOME A (PONAX) FMV 20,906 20,906
PIMCO INCOME A (PONAX) FMV 128,640 128,640
PIMCO INCOME A (PONAX) FMV 42,904 42,904
T.ROWE PRICE OVERSEAS STK (TROSX) FMV 9,715 9,715
TEMPLETON GLOBAL BD FD A (TPINX) FMV 7,270 7,270
WCM FOCUSED EMER MKTS INST (WCMEX) FMV 6,135 6,135
WESTERN ASSET CORE PLUS BD A (WAPAX) FMV 11,679 11,679
WISDOMTREE TRUST JAPN HEDGE EQ (DXJ) FMV 1,765 1,765

TY 2024 OtherExpensesSchedule
Name:
ROYAL ARCH MASONS CHILDREN'S
 
HEART FOUNDATION INC
EIN:
91-6036996
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSES 1,168 0   1,168
INSURANCE 705 0   705
BANK CHARGE 15 0   15


TY 2024 OtherIncomeSchedule2
Name:
ROYAL ARCH MASONS CHILDREN'S
 
HEART FOUNDATION INC
EIN:
91-6036996
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 69 69 69


TY 2024 OtherIncreasesSchedule
Name:
ROYAL ARCH MASONS CHILDREN'S
 
HEART FOUNDATION INC
EIN:
91-6036996
Description Amount
UNREALIZED GAIN 132,462


TY 2024 OtherProfessionalFeesSchedule
Name:
ROYAL ARCH MASONS CHILDREN'S
 
HEART FOUNDATION INC
EIN:
91-6036996
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 34,632 34,632   0


TY 2024 TaxesSchedule
Name:
ROYAL ARCH MASONS CHILDREN'S
 
HEART FOUNDATION INC
EIN:
91-6036996
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 1,728 2,305   0
TAXES 4,331 0   0