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
CFP Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)11 Greenway Plaza 2600
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Houston, TX77046
A Employer identification number

76-0537479
B Telephone number (see instructions)

(713) 830-3400
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$94,478,627J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 62 62  
4 Dividends and interest from securities... 848,076 848,076  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,996,951
b Gross sales price for all assets on line 6a 18,768,999
7 Capital gain net income (from Part IV, line 2)... 6,996,951
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
195,693 195,693  
12 Total. Add lines 1 through 11........ 8,040,782 8,040,782  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 192,132 0   192,132
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,400 1,700   1,700
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
163,055 163,055   0
17 Interest............... 37 37   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
73,087 11,087   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 28,001 7,000   21,001
21 Travel, conferences, and meetings....... 4,612 0   4,612
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
361,723 284,677   77,046
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 826,047 467,556   296,491
25 Contributions, gifts, grants paid....... 3,394,040 3,394,040
26 Total expenses and disbursements. Add lines 24 and 25 4,220,087 467,556   3,690,531
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,820,695
b Net investment income (if negative, enter -0-) 7,573,226
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............. 183,816 221,462 221,462
2 Savings and temporary cash investments......... 837,970 467,779 467,779
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)....... 45,067,762 Click to see attachment
List of Attached Documents:
// Content
49,023,786 		75,691,152
c Investments—corporate bonds (attach schedule)....... 3,786,427 Click to see attachment
List of Attached Documents:
// Content
2,407,038 		2,285,339
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).......... 9,308,494 Click to see attachment
List of Attached Documents:
// Content
10,885,099 		15,812,895
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 59,184,469 63,005,164 94,478,627
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 59,184,469 63,005,164
29 Total net assets or fund balances (see instructions)..... 59,184,469 63,005,164
30 Total liabilities and net assets/fund balances (see instructions). 59,184,469 63,005,164
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
59,184,469
2
Enter amount from Part I, line 27a .....................
2
3,820,695
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
63,005,164
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
63,005,164
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly traded securities P    
b Capital gain distributions P    
c Passthrough K-1 capital gains P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 16,145,365   11,772,048 4,373,317
b 1,036,242     1,036,242
c 1,587,392     1,587,392
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       4,373,317
b       1,036,242
c       1,587,392
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 6,996,951
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) 1 105,268
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........................... 3 105,268
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- ..... 5 105,268
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 81,077
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 131,077
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 25,809
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow25,809 Refundedright arrow 11 0
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 arrowTX
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 arrowNone
14
The books are in care ofright arrowJulie Crochet Telephone no.right arrow (713) 830-3400

Located atright arrow11 Greenway Plaza Ste 2600HoustonTX ZIP+4right arrow770461103
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
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
Gary T Crum President/Treasurer
2.00 		0 0 0
11 Greenway Plaza Ste 2600
Houston,TX77046
Sylvie P Crum Executive VP
1.00 		0 0 0
11 Greenway Plaza Ste 2600
Houston,TX77046
Clayton M Harkness Co-Executive Director
40.00 		128,000 12,800 0
11 Greenway Plaza Ste 2600
Houston,TX77046
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
Triformis Inc Administrative 158,488
PO Box 1063
Houston,TX77251
CIBC Private Wealth Management Investment mgmt 101,409
100 Federal St
Boston,MA021101802
UBS Financial Services Inc Investment mgmt 61,647
380 Knollwood St Ste 250
WinstonSalem,NC271031868
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
75,210,893
b
Average of monthly cash balances.......................
1b
285,025
c
Fair market value of all other assets (see instructions)................
1c
15,518,457
d
Total (add lines 1a, b, and c).........................
1d
91,014,375
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
91,014,375
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,365,216
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
89,649,159
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,482,458
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
4,482,458
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
105,268
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
105,268
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,377,190
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,377,190
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
4,377,190
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
3,690,531
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
3,690,531
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 4,377,190
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 3,654,852
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......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 3,690,531
a Applied to 2023, but not more than line 2a 3,654,852
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..... 35,679
e Remaining amount distributed out of corpus 0
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 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 .......... 		4,341,511
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).)
Gary T Crum
Sylvie P Crum
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

Aspen Community Foundation

455 Gold Rivers Court Suite 515
Basalt,CO81621 		N/A PC General Support 30,000

Bo's Place

10050 Buffalo Speedway
Houston,TX77054 		N/A PC General Support 20,000

Breakthrough Houston

2401 Claremont Lane
Houston,TX77019 		N/A PC General Support 50,000

Camp for All Foundation

3701 Kirby Drive Suite 570
Houston,TX77098 		N/A PC General Support 45,000

Camp Allen

18800 FM 362
Navasota,TX77868 		N/A PC General Support 15,000

Casa De Esperanza De Los Ninos Incorporated

PO Box 310209
Houston,TX77230 		N/A PC General Support 30,000

Childhood Cancer Family Alliance Inc

12919 Southwest Freeway Suite 100
Stafford,TX77477 		N/A PC General Support 15,000

Children's Museum Inc dba The Children's Museum of Houston

1500 Binz
Houston,TX770047112 		N/A PC General Support 25,000

Chinquapin Preparatory School

2615 E Wallisville
Highlands,TX775623199 		N/A PC General Support 60,000

Christian Community Service Center Inc

PO Box 27924
Houston,TX772277924 		N/A PC General Support 20,000

Cristo Rey Jesuit College Preparatory School of Houston

6700 Mount Carmel Street
Houston,TX77087 		N/A PC General Support 50,000

Dallas Arboretum & Botanical Society Inc

8525 Garland Road
Dallas,TX75218 		N/A PC General Support 20,000

Dress for Success Houston

3310 Eastside Street
Houston,TX77098 		N/A PC General Support 30,000

EMERGE Fellowship

11251 Northwest Freeway Suite 330
Houston,TX77092 		N/A PC General Support 50,000

Episcopal High School

4650 Bissonnet
Bellaire,TX774013002 		N/A PC General Support 20,000

Ex Students Association of the University of Texas

PO Box 142309
Austin,TX78714 		N/A PC General Support 117,000

FuelEd Schools Inc

4201 Main Street Suite 200-165
Houston,TX77002 		N/A PC General Support 100,000

Genesys Works

3100 Main Street Suite 702
Houston,TX77002 		N/A PC General Support 25,000

George W Bush Foundation

2943 SMU Boulevard
Dallas,TX75205 		N/A PC General Support 25,000

Houston Arboretum & Nature Center

4501 Woodway Drive
Houston,TX77024 		N/A PC General Support 30,000

Houston Hospice

1905 Holcombe Blvd
Houston,TX770304123 		N/A PC General Support 65,000

Houston Museum of Natural Science

5555 Hermann Park Drive
Houston,TX770301799 		N/A PC General Support 70,000

Houston Zoo Inc

1513 Cambridge Street
Houston,TX77030 		N/A PC General Support 20,000

Kinkaid School Inc (The)

201 Kinkaid School Drive
Houston,TX77024 		N/A PC General Support 10,000

KIPP Texas Inc - DFW

PO Box 674443
Dallas,TX752674443 		N/A PC General Support 20,000

KIPP Texas Inc - Houston

10711 KIPP Way
Houston,TX77099 		N/A PC General Support 50,000

The Magdalen House

4513 Gaston Avenue
Dallas,TX75246 		N/A PC General Support 15,000

Mercy Street Inc

3801 Holystone Street
Dallas,TX75212 		N/A PC General Support 15,000

Monarch School Inc (The)

2815 Rosefield
Houston,TX77080 		N/A PC General Support 25,000

Museum of Fine Arts Houston

PO Box 6826
Houston,TX772656826 		N/A PC General Support 20,000

Nick Finnegan Counseling Center

2714 Joanel Street
Houston,TX77027 		N/A PC General Support 15,000

Perot Museum of Nature and Science

2201 N Field Street
Dallas,TX75201 		N/A PC General Support 15,000

Providence Christian School of Texas

5002 West Lovers Lane
Dallas,TX75209 		N/A PC General Support 20,000

Rise School of Dallas dba Ashford Rise School of Dallas

6000 Preston Road
Dallas,TX75205 		N/A PC General Support 10,000

Salesmanship Club of Dallas

106 E 10th Street
Dallas,TX752032296 		N/A PC General Support 30,000

Small Steps Nurturing Center

2902 Jensen Drive
Houston,TX77026 		N/A PC General Support 75,000

Southern Methodist University

PO Box 750333
Dallas,TX752750333 		N/A PC General Support 400,000

Southern Methodist University

PO Box 750402
Dallas,TX752750402 		N/A PC General Support 25,000

Southern Methodist University

3150 Binkley Ave Ste 324
Dallas,TX75205 		N/A PC General Support 127,040

Special Camps for Special Kids dba Camp John Marc

4925 Greenville Avenue Suite 400
Dallas,TX75206 		N/A PC General Support 15,000

St Francis Episcopal Day School

335 Piney Point Road
Houston,TX770246505 		N/A PC General Support 25,000

St John's School

2401 Claremont Lane
Houston,TX77019 		N/A PC General Support 25,000

St John's School

2401 Claremont Lane
Houston,TX77019 		N/A PC General Support 500,000

St Phillip's School and Community Center

1600 Pennsylvania Ave
Dallas,TX75215 		N/A PC General Support 25,000

Teach for America Inc - DFW

600 North Pearl Street Suite S-2300
Dallas,TX75201 		N/A PC General Support 25,000

Teach for America Inc - Houston

2 Greenway Plaza Suite 500
Houston,TX77046 		N/A PC General Support 30,000

Texas Children's Hospital

1919 S Braeswood Blvd Suite 5214
Houston,TX77030 		N/A PC General Support 100,000

The Methodist Hospital Foundation dba Houston Methodist Hospital Foundation

1707 Sunset Blvd
Houston,TX77005 		N/A PC General Support 100,000

Theatre Under The Stars Inc

800 Bagby 200
Houston,TX770022532 		N/A PC General Support 15,000

University of Texas at Austin - Texas Challenge

2110 Speedway Mail Stop B6006
Austin,TX78712 		N/A PC General Support 200,000

University of Texas at Austin - The Blanton Museum of Art

PO Box 7458
Austin,TX78713 		N/A PC General Support 125,000

University of Texas M D Anderson Cancer Center

PO Box 4486
Houston,TX772104486 		N/A PC General Support 100,000

Uplift Education

3000 Pegasus Park Blvd Suite 1100
Dallas,TX75247 		N/A PC General Support 95,000

USA Lacrosse Inc

2 Loveton Circle
Sparks,MD21152 		N/A PC General Support 20,000

W Oscar Neuhaus Memorial Foundation

4433 Bissonnet
Bellaire,TX77401 		N/A PC General Support 20,000

West Dallas Community School

2300 Canada Drive
Dallas,TX75212 		N/A PC General Support 25,000

Yellowstone Academy Inc

3000 Trulley
Houston,TX77004 		N/A PC General Support 60,000

YES Prep Public Schools Inc

PO Box 300467
Houston,TX77230 		N/A PC General Support 75,000

Priscilla Pond Flawn Laboratory The University of Texas Foundation

9011 Mountian Ridge Dr Ste 150
Austin,TX78759 		N/A PC General Support 10,000
Total .................................right arrow 3a 3,394,040
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 62  
4 Dividends and interest from securities ....     14 848,076  
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 6,996,951  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPassthrough K-1 Income 		    14 195,693  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 8,040,782 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
8,040,782
(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 AccountingFeesSchedule
Name:
CFP Foundation
EIN:
76-0537479
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Tax compliance 3,400 1,700   1,700

TY 2024 InvestmentsCorpBondsSchedule
Name:
CFP Foundation
EIN:
76-0537479
Name of Bond End of Year Book Value End of Year Fair Market Value
Invesco Short Term Bond Fund Class Y 2,407,038 2,285,339

TY 2024 InvestmentsCorpStockSchedule
Name:
CFP Foundation
EIN:
76-0537479
Name of Stock End of Year Book Value End of Year Fair Market Value
Abbott Laboratories 95,216 122,611
Academy Sports & Outdoors Inc 21,956 25,946
Adobe Inc 93,239 151,636
AIA Group Ltd 19,315 15,217
Airbus 13,838 16,372
Air Liquide 12,632 17,286
Alibaba Group Holding Ltd 36,649 19,926
Align Technology Inc 78,083 59,008
Alnylam Pharmaceuticals Inc 61,505 87,065
Alphabet Inc 91,164 337,711
Alphabet Inc 43,440 364,502
Amadeus IT Group 14,504 17,988
Amazon.com Inc 101,247 669,578
American Tower Corp 76,300 86,570
Ameriprise Financial Inc 30,706 179,429
Ametek Inc 23,765 78,413
Amphenol Corp 19,650 112,926
Analog Devices Inc 32,948 84,347
ANSYS Inc 6,699 36,769
Apple Inc 125,290 554,430
Ares Management Corp 54,327 139,500
Arthur J Gallagher & Co 53,361 55,918
ASML Holding NV 8,809 17,327
Assa Abloy AB 12,737 17,653
AstraZeneca PLC 153,068 181,163
Automatic Data Processing Inc 8,330 72,012
AutoZone Inc 13,490 115,272
Avantor Inc 22,506 25,558
BAE Systems PLC 9,542 21,206
Banco Santander 20,729 28,322
Berry Global Group Inc 20,546 45,269
BHP Group Ltd 20,648 19,288
Bio-Rad Laboratories Inc 22,002 26,609
Blackrock Inc 22,440 101,486
Blackstone Inc 41,873 175,868
Cadence Design Systems Inc 34,119 125,592
Canadian National Railway Co 10,468 11,877
Cencora Inc 94,370 120,428
Check Point Software Technologies Ltd 17,266 23,898
Cheniere Energy Inc 103,731 157,070
Chevron Corp 61,701 75,462
Chipotle Mexican Grill Inc 34,555 78,390
Chubb Ltd 10,779 20,170
Cintas Corp 35,064 68,695
Cisco Systems Inc 73,488 161,557
CME Group Inc 87,098 98,930
Compass Group PLC 12,968 22,337
ConocoPhillips 85,940 86,080
Copart Inc 54,737 82,355
Corpay Inc Com 65,645 108,971
CoStar Group Inc 16,788 34,506
Crowdstrike Holdings Inc 20,583 47,560
Curtiss-Wright Corp 29,783 29,809
CyberArk Software Ltd 51,292 68,629
Daikin Industries Ltd 12,778 9,648
Danaher Corp 32,179 114,775
Datadog Inc 93,394 147,320
DBS Group Holdings Ltd 15,754 32,010
Dexcom Inc 63,990 57,705
Diageo PLC 24,128 20,976
Diamondback Energy Inc 42,499 55,211
Domino's Pizza Inc 27,839 44,075
DraftKings Inc 70,997 69,229
Elevance Health Inc 66,650 59,024
Entegris Inc 53,646 67,262
Equinor A 8,986 10,850
Exxon Mobil Corp 98,600 157,160
FANUC Corp 27,007 20,042
Fidelity National Information Services Inc 83,120 106,374
Fiserv Inc 13,086 167,623
Floor & Decor Holdings Inc 37,374 36,690
FMC Corp 23,104 21,875
Fomento Economico Mexicano SA 11,953 13,678
GE HealthCare Technologies Inc 22,024 23,454
Globus Medical Inc 19,048 21,008
HDFC Bank Ltd 22,989 31,036
Home Depot Inc 26,736 132,257
Honeywell International Inc 52,993 96,681
Howmet Aerospace Inc 40,725 134,306
Hubbell Inc 19,890 82,521
HubSpot Inc 120,913 158,864
ICON PLC 33,110 35,231
IDEX Corp 37,531 57,345
IDEXX Laboratories Inc 51,417 43,411
Ingersoll Rand Inc 39,934 76,077
Intercontinental Exchange Inc 74,749 144,540
InterContinental Hotels Group PLC 8,485 21,611
IQVIA Holdings Inc 134,052 115,155
JPMorgan Chase & Co 24,996 161,325
Julius Baer Group Ltd 7,012 10,276
Kerry Group PLC 14,290 15,391
Keysight Technologies Inc 32,036 60,558
Live Nation Entertainment Inc 23,524 35,483
Lloyds Banking Group PLC 11,501 19,347
London Stock Exchange Group PLC 23,039 33,156
LVMH Moet Hennessy Louis Vuitton 9,964 15,291
Marriott International Inc/MD 22,494 91,771
Martin Marietta Materials Inc 63,745 94,520
Marvell Technology Inc 27,184 94,435
Masco Corp 24,558 49,275
McDonald's Corp 119,819 123,203
MercadoLibre Inc 10,397 17,004
Meta Platforms Inc 84,231 105,392
Microchip Technology Inc 9,692 40,948
Microsoft Corp 76,298 767,130
Mondelez International Inc 62,722 69,824
MongoDB Inc 38,161 30,265
Monolithic Power Systems Inc 86,982 68,046
Monster Beverage Corp 113,266 158,100
MSCI Inc 8,461 60,601
NextEra Energy Inc 59,326 102,732
Novartis AG 16,341 19,365
NVIDIA Corp 235,891 596,248
O'Reilly Automotive Inc 45,661 54,547
Oshkosh Corp 28,910 29,852
Otis Worldwide Corp 64,314 112,984
Pentair PLC 13,118 33,916
PepsiCo Inc 71,649 103,705
Pinterest Inc 72,664 58,029
PNC Financial Services Group Inc 63,757 97,775
Procore Technologies Inc 15,797 19,707
Prologis Inc 98,432 93,862
Qualcomm Inc 84,635 150,394
Regal Rexnord Corp 23,908 47,160
Revvity Inc 62,598 61,274
Roper Technologies Inc 84,908 179,348
Ross Stores Inc 57,160 114,058
RTX Corp 70,415 135,392
Saia Inc 52,151 56,511
Salesforce Inc 131,126 251,416
SBA Communications Corp 8,532 29,347
Siemens AG 13,055 22,140
Sony Group Corp 12,848 19,361
S&P Global Inc 65,460 100,104
Sprouts Farmers Market Inc 21,052 118,556
Stryker Corp 38,126 84,252
Suzuki Motor Corp 15,776 15,400
Symrise AG 15,393 15,001
Taiwan Semiconductor Manufacturing Co Ltd 8,629 30,413
Tencent Holdings Ltd 28,434 26,430
Thermo Fisher Scientific Inc 28,466 111,849
TJX Cos Inc 26,174 113,078
T-Mobile US Inc 18,821 73,503
Tokio Marine Holdings Inc 7,967 18,874
Toyota Motor Corp 11,030 14,012
Tractor Supply Co 24,549 97,365
Trade Desk Inc 81,506 136,100
Tradeweb Markets Inc 69,733 116,126
TransUnion 37,741 65,639
Trip.com Group Ltd 15,154 21,971
Ulta Beauty Inc 42,647 47,407
Union Pacific Corp 61,168 132,263
UnitedHealth Group Inc 55,981 266,082
US Bancorp 87,530 96,617
US Foods Holding Corp 46,316 83,785
Valvoline Inc 41,659 34,480
Veeva Systems Inc 97,755 104,915
Vertiv Holdings Co 45,025 40,332
VICI Properties Inc 57,142 54,623
Visa Inc 72,394 334,054
Walt Disney Co 162,746 142,528
Wec Energy Group Inc 37,104 38,933
WESCO International Inc 32,929 38,002
Workday Inc 99,023 103,986
Zoetis Inc 27,739 53,278
Zscaler Inc 66,537 65,669
Zurn Elkay Water Solutions Corp 23,500 34,689
Alcon AG 13,970 19,779
Brookfield Corp 11,085 21,831
Ferrari NV 7,680 17,843
Heidelberg Materials AG 11,485 24,966
Henkel AG & Co KGaA 12,798 12,071
Kawasaki Heavy Industries Ltd 16,629 29,979
Linde PLC 50,871 120,996
Monday.com Ltd 62,310 67,100
Shell PLC 19,246 29,132
TE Connectivity PLC 132,390 141,826
Tweedy Browne International Value Fund 891,530 867,899
Waste Connections Inc 65,472 84,760
Apple Inc 2,449,940 5,802,232
Berkshire Hathaway Inc 828,878 3,163,894
Exxon Mobil Corp 1,251,616 3,150,187
Price T Rowe Group Inc 3,861,252 5,500,698
Sherwin Williams Co 1,792,350 2,661,652
Invesco QQQ Trust ETF 3,801,952 4,897,583
Columbia Small Cap Growth Fund I 11,300,000 14,697,843
Federated Hermes MDT Mid Cap Growth Fund 6,321,887 5,763,720
JPMorgan Growth Advantage Fund Class I 8,373,062 13,386,860

TY 2024 InvestmentsOtherSchedule2
Name:
CFP Foundation
EIN:
76-0537479
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Alystone Capital LP AT COST 10,885,099 15,812,895

TY 2024 OtherExpensesSchedule
Name:
CFP Foundation
EIN:
76-0537479
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative service fees 158,488 87,655   70,833
Bank charges 304 304   0
Partnership K-1 expenses 195,393 195,393   0
Insurance 2,116 1,058   1,058
Dues and subscriptions 1,660 0   1,660
Office expenses 3,762 267   3,495


TY 2024 OtherIncomeSchedule2
Name:
CFP Foundation
EIN:
76-0537479
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Passthrough K-1 Income 195,693 195,693 195,693


TY 2024 OtherProfessionalFeesSchedule
Name:
CFP Foundation
EIN:
76-0537479
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment management fees 163,055 163,055   0


TY 2024 TaxesSchedule
Name:
CFP Foundation
EIN:
76-0537479
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Excise tax 62,000 0   0
Foreign tax 11,087 11,087   0