Form990-PF
: CHANGE OF ACCOUNTING PERIOD: REVENUE PROCEDURE 85-58 RULES APPLY

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 06-01-2024 , and ending 12-31-2024
Name of foundation
Art Works for Kids
 
Number and street (or P.O. box number if mail is not delivered to street address)6330 S 3000 E 630
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Salt Lake City, UT84121
A Employer identification number

20-5711103
B Telephone number (see instructions)

(801) 490-1013
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$4,695,220J 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      
4 Dividends and interest from securities... 81,315 82,483  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 13,076
b Gross sales price for all assets on line 6a 736,216
7 Capital gain net income (from Part IV, line 2)... 10,171
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 94,391 92,654  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 28,578 0   28,578
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,246 0   1,246
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,039 0   10,039
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
10,852 10,852   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,242 56   2,186
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 41,272 0   41,272
22 Printing and publications.......... 24,848 0   24,848
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
32,438 0   18,962
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 151,515 10,908   127,131
25 Contributions, gifts, grants paid....... 6,000 6,000
26 Total expenses and disbursements. Add lines 24 and 25 157,515 10,908   133,131
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -63,124
b Net investment income (if negative, enter -0-) 81,746
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............. 5,383 6,536 6,536
2 Savings and temporary cash investments......... 146,622 228,240 228,240
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) 313,608 Click to see attachment
List of Attached Documents:
// Content
336,918 		336,918
b Investments—corporate stock (attach schedule)....... 3,961,652 Click to see attachment
List of Attached Documents:
// Content
3,913,977 		3,913,977
c Investments—corporate bonds (attach schedule)....... 220,796 Click to see attachment
List of Attached Documents:
// Content
209,549 		209,549
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)..........      
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) 4,648,061 4,695,220 4,695,220
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........ 4,648,061 4,695,220
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 4,648,061 4,695,220
30 Total liabilities and net assets/fund balances (see instructions). 4,648,061 4,695,220
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
4,648,061
2
Enter amount from Part I, line 27a .....................
2
-63,124
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
110,283
4
Add lines 1, 2, and 3 ..........................
4
4,695,220
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
4,695,220
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly Traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 736,216   726,045 10,171
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       10,171
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 10,171
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 1,136
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 1,136
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 1,136
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 11,926
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 11,926
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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 10,790
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow10,790 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 arrowUT
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.artworksforkids.org
14
The books are in care ofright arrowPaul Ludlow Telephone no.right arrow (801) 490-1013

Located atright arrow6330 S 3000 E Suite 630Salt Lake CityUT ZIP+4right arrow84121
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)
Yes
 
(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
Joan Fenton Director
1.00 		0 0 0
4567 S Holladay Blvd
Holladay,UT84117
James Sorenson Director
2.00 		0 0 0
6330 S 3000 E Suite 630
Salt Lake City,UT84121
Joseph Sorenson Director
1.00 		0 0 0
5741 Ridge Creek Rd
Murray,UT84107
Lisa Cluff Exec. Dir.
15.00 		28,578 0 0
1305 S Yuma Street
Salt Lake City,UT84108
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
4,618,690
b
Average of monthly cash balances.......................
1b
215,513
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,834,203
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
4,834,203
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
72,513
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,761,690
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
139,589
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
139,589
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,136
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,136
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
138,453
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
138,453
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
138,453
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
133,131
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
133,131
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 7 138,453
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...... 382,696
b From 2020...... 277,576
c From 2021...... 259,397
d From 2022......  
e From 2023...... 92,144
f Total of lines 3a through e ........ 1,011,813
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 133,131
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..... 133,131
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 5,322 5,322
(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 1,006,491
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		377,374
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		629,117
10 Analysis of line 9:
a Excess from 2020.... 277,576
b Excess from 2021.... 259,397
c Excess from 2022....  
d Excess from 2023.... 92,144
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

Granite School District

450 E 3700 S
Salt Lake City,UT84115 		  GOV Arts learning program 500

Utah Cultural Alliance Foundation

26 Rio Grand Streeet Suite 2072
Salt Lake City,UT84101 		  PC Culture Connect Program 500

Utah PTA

5162 S Greenpine Dr
Murray,UT84123 		  GOV PTA Reflection Program 5,000
Total .................................right arrow 3a 6,000
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 ........... 		         
4 Dividends and interest from securities ....     14 81,315  
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 13,076  
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 94,391 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
94,391
(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
Friends of the Beverley Taylor Sorenson Arts Learning Program 501(c)(4) The foundation shares common directors with Friends of the Beverley Taylor Sorenson Arts Learning Program
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:
Art Works for Kids
EIN:
20-5711103
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting fees 10,039 0   10,039

TY 2024 InvestmentsCorpBondsSchedule
Name:
Art Works for Kids
EIN:
20-5711103
Name of Bond End of Year Book Value End of Year Fair Market Value
AT&T INC SER B NOTE 4,924 4,924
ABBVIE INC SER B NOTE 4,659 4,659
AIR PRODUCTS AND CHEMICALS INC NOTE 4,712 4,712
AMERICAN ELEC PWR CO INC SER N NOTE 4,854 4,854
AMERICAN TOWER CORP NOTE 4,909 4,909
AMGEN INC NOTE 5,122 5,122
ELEVANCE HEALTH INC NOTE 5,855 5,855
ASTRAZENECA FINANCE LLC NOTE 5,109 5,109
BANK AMERICA CORP MTN 8,497 8,497
BANK MONTREAL MEDIUM MTN 5,971 5,971
BLACKROCK INC NOTE 5,012 5,012
CVS HEALTH CORP NOTE 4,613 4,613
CARRIER GLOBAL CORPORATION SER B 4,390 4,390
CITIGROUP INC NOTE 9,847 9,847
COMCAST CORP NEW NOTE 4,976 4,976
COMCAST CORP NEW NOTE 4,682 4,682
DTE ENERGY CO SER F NOTE 4,927 4,927
JOHN DEERE CAPITAL CORPORATION MTN 10,264 10,264
DISNEY WALT CO NOTE 8,959 8,959
ENBRIDGE INC NOTE 3,976 3,976
FIFTH THIRD BANCORP NOTE 5,226 5,226
GOLDMAN SACHS GROUP INC NOTE 4,845 4,845
JPMORGAN CHASE &CO NOTE 8,628 8,628
LINCOLN NATL CORP IND NOTE 4,574 4,574
LOCKHEED MARTIN CORP NOTE 5,584 5,584
MEDTRONIC GLOBAL HLDGS S C A NOTE 4,991 4,991
MORGAN STANLEY SER I MTN 5,353 5,353
NATIONAL RURAL UTILS COOP FIN BOND 4,034 4,034
NEXTERA ENERGY CAP HLDGS INC BOND 5,090 5,090
PNC FINL SVCS GROUP INC NOTE 5,096 5,096
PROLOGIS L P NOTE 4,111 4,111
PUBLIC SVC ELEC &GAS CO SER P MTN 4,965 4,965
REALTY INCOME CORP NOTE 3,993 3,993
ROYAL BK CDA SER I MTN 5,214 5,214
SEMPRA NOTE 4,821 4,821
TOTALENERGIES CAP SA NOTE 5,041 5,041
UNITEDHEALTH GROUP INC NOTE 5,055 5,055
VERIZON COMMUNICATIONS INC NOTE 6,670 6,670

TY 2024 InvestmentsCorpStockSchedule
Name:
Art Works for Kids
EIN:
20-5711103
Name of Stock End of Year Book Value End of Year Fair Market Value
FIDELITY GOVT MMKT PREMIUM CLASS 218 218
AFLAC INC COM 2,379 2,379
AT&T INC COM USD1 4,486 4,486
AXT INC 1,957 1,957
ABBOTT LABORATORIES 4,411 4,411
ACACIA RESEARCH CORP 1,831 1,831
ADOBE INC COM 3,113 3,113
ADVANCED DRAINAGE SYSTEMS INC 809 809
AFFILIATED MANAGERS GROUP INC COM 4,253 4,253
AGILENT TECHNOLOGIES INC COM USD0.01 1,075 1,075
AIRBNB INC COM CL A 1,708 1,708
AIR PRODUCTS AND CHEMICALS INC 7,251 7,251
ALBEMARLE CORP COM USD0.01 1,033 1,033
ALCOA CORP COM 5,629 5,629
ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS 1,187 1,187
ALICO INC 3,501 3,501
ALLSTATE CORP COM USD0.01 1,350 1,350
EA SERIES TRUST BUSHIDO CAP U S 254,750 254,750
EA SERIES TRUST BUSHIDO CAP U S 208,763 208,763
ALPHABET INC CAP STK CL C 29,328 29,328
ALPHABET INC CAP STK CL C 15,997 15,997
ALPHABET INC CAP STK CL C 5,332 5,332
ALPHABET INC CAP STK CL A 6,058 6,058
ALTRIA GROUP INC 3,503 3,503
AMAZON.COM INC 11,189 11,189
AMAZON.COM INC 30,495 30,495
AMAZON.COM INC 25,669 25,669
AMERICAN EXPRESS CO COM USD0.20 3,858 3,858
AMERICAN INTERNATIONAL GROUP INC 1,893 1,893
AMERICAN PUB ED INC COM 1,057 1,057
AMTECH SYSTEMS INC 1,646 1,646
ELEVANCE HEALTH INC COM 1,845 1,845
ELEVANCE HEALTH INC COM 5,165 5,165
APPLE INC 55,092 55,092
APPLE INC 9,516 9,516
APPLIED MATERIALS INC COM USD0.01 2,927 2,927
APTARGROUP INC 5,027 5,027
ARAMARK COM 4,477 4,477
ARISTA NETWORKS INC COM SHS 2,653 2,653
ASURE SOFTWARE INC 3,030 3,030
AUTODESK INC 5,025 5,025
AUTOMATIC DATA PROCESSING INC COM 3,805 3,805
AVERY DENNISON CORP COM USD1 2,807 2,807
BM TECHNOLOGIES INC CL A COM 1,267 1,267
BGSF INC COM 1,048 1,048
BALL CORP COM NPV 827 827
BALL CORP COM NPV 772 772
BANKWELL FINL GROUP INC COM USD0.01 2,523 2,523
BARRETT BUSINESS SVCS INC COM 4,909 4,909
BAYER AG SPON ADR EACH REP 0.25 ORD SHS 4,978 4,978
BECTON DICKINSON &CO COM USD1.00 2,269 2,269
BERKLEY W R CORP COM 9,012 9,012
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 7,706 7,706
BIOGEN INC COM USD0.0005 1,223 1,223
BIO-TECHNE CORP COM 2,305 2,305
BLACKBAUD INC 2,439 2,439
BLACKSTONE INC 3,104 3,104
BLACKROCK INC COM 4,100 4,100
BLACKROCK INC COM 7,176 7,176
BOEING CO 7,434 7,434
BOOKING HOLDINGS INC COM 4,968 4,968
BOOZ ALLEN HAMILTON HLDG CORP CL A 4,633 4,633
BORG WARNER INC COM USD0.01 1,939 1,939
BOSTON SCIENTIFIC CORP 4,734 4,734
BOWMAN CONSULTING GROUP LTD COM 3,169 3,169
BROADRIDGE FINANCIAL SOLUTION INC COM USD0.01 2,035 2,035
BROADRIDGE FINANCIAL SOLUTION INC COM USD0.01 1,357 1,357
BROADCOM INC COM 16,924 16,924
BROWN & BROWN INC 5,305 5,305
BROWN & BROWN INC 1,020 1,020
BUILD-A-BEAR WORKSHOP INC COM 5,249 5,249
BURLINGTON STORES INC 4,846 4,846
CBOE GLOBAL MARKETS INC 1,563 1,563
CBRE GROUP INC COM USD0.01 CLASS A 1,313 1,313
CH ROBINSON WORLDWIDE INC COM USD0.10 723 723
THE CIGNA GROUP COM 2,209 2,209
CME GROUP INC COM 3,251 3,251
CPI CARD GROUP INC COM NEW 1,823 1,823
CSX CORP COM USD1 2,033 2,033
CACI INTERNATIONAL INC 5,657 5,657
CADENCE DESIGN SYSTEMS INC COM USD0.01 1,502 1,502
THE CAMPBELL'S COMPANY COMMON STOCK 1,215 1,215
CAPITAL BANCORP INC MD COM 3,135 3,135
CAPITAL ONE FINANCIAL CORP COM USD0.01 8,559 8,559
CAPITAL ONE FINANCIAL CORP COM USD0.01 1,605 1,605
CARLISLE COMPANIES INC 8,114 8,114
CARRIER GLOBAL CORPORATION COM 1,433 1,433
CASEYS GENERAL STORES INC 3,962 3,962
CATERPILLAR INC COM 4,353 4,353
CENTENE CORP 909 909
CHARTER COMMUNICATIONS INC NEW CL A 1,028 1,028
CHARTER COMMUNICATIONS INC NEW CL A 5,827 5,827
CHEVRON CORP NEW COM 4,056 4,056
CHIPOTLE MEXICAN GRILL INC 2,593 2,593
CHOICE HOTELS INTERNATIONAL INC 4,827 4,827
CHURCH &DWIGHT CO INC COM 1,989 1,989
CINCINNATI FINANCIAL CORP COM USD2.00 862 862
CINCINNATI FINANCIAL CORP COM USD2.00 3,736 3,736
CISCO SYSTEMS INC 4,736 4,736
CISCO SYSTEMS INC 4,618 4,618
CINTAS CORP 2,375 2,375
CITIGROUP INC 4,575 4,575
CIVISTA BANCSHARES INC COM NO PAR 1,262 1,262
CLOROX CO COM USD1.00 974 974
COLGATE-PALMOLIVE CO COM 3,273 3,273
COLONY BANKCORP INC 3,180 3,180
COLUMBIA BANKING SYSTEM INC 1,296 1,296
COLUMBIA SPORTSWEAR CO 3,273 3,273
COMCAST CORP 10,321 10,321
COMCAST CORP 3,941 3,941
COMCAST CORP 2,515 2,515
COMTECH TELECOMMUNICATIONS CORP 958 958
CONAGRA BRANDS INC 1,582 1,582
CONOCOPHILLIPS COM 15,966 15,966
CONSTELLATION BRANDS INC COM USD0.01 CLASS A 1,989 1,989
COOPER-STANDARD HOLDINGS INC 1,831 1,831
COPART INC COM USD0.0001 1,836 1,836
CORE MOLDING TECHNOLOGIES INC 529 529
CORNING INC 1,806 1,806
CROWDSTRIKE HLDGS INC CL A 1,369 1,369
DMC GLOBAL INC COM 1,926 1,926
DHI GROUP INC COM 2,666 2,666
DANAHER CORPORATION COM 3,443 3,443
DECKERS OUTDOOR CORP 1,015 1,015
DEERE & CO 2,966 2,966
DEERE & CO 847 847
DELL TECHNOLOGIES INC CL C 1,037 1,037
DESTINATION XL GROUP INC 1,601 1,601
DEXCOM INC 1,089 1,089
DIAGEO ADR REP 4 ORD 3,305 3,305
DISNEY WALT CO COM 4,677 4,677
DISNEY WALT CO COM 4,565 4,565
DISCOVER FINANCIAL SERVICES 2,252 2,252
DOLBY LABORATORIES INC COM CL A 4,296 4,296
DOMINION ENERGY INC COM 4,470 4,470
DOVER CORP COM USD1.00 1,876 1,876
EBAY INC. COM 1,239 1,239
ECOLAB INC 3,280 3,280
EMERSON ELECTRIC CO 1,735 1,735
ENVISTA HOLDINGS CORPORATION COM 3,067 3,067
ESQUIRE FINL HLDGS INC COM 2,465 2,465
EVERSOURCE ENERGY 3,561 3,561
EXELON CORP COM NPV 4,291 4,291
EXPEDIA GROUP INC 1,304 1,304
EXPEDITORS INTERNATIONAL OF WASHINGTON INC 1,883 1,883
FMC CORP COM NEW 1,021 1,021
FS BANCORP INC COM 4,270 4,270
FTI CONSULTING INC 2,102 2,102
META PLATFORMS INC CLASS A COMMON STOCK 19,322 19,322
META PLATFORMS INC CLASS A COMMON STOCK 15,809 15,809
META PLATFORMS INC CLASS A COMMON STOCK 14,052 14,052
FACTSET RESEARCH SYSTEMS INC 1,921 1,921
FACTSET RESEARCH SYSTEMS INC 1,441 1,441
FAIR ISAAC CORP 1,991 1,991
FARMERS NATIONAL BANC CORP COM 654 654
FASTENAL COM STK USD0.01 4,171 4,171
FASTENAL COM STK USD0.01 1,366 1,366
FIDELITY NATL INFORMATION SERVICES COM USD0.01 5,573 5,573
FIDELITY NATL INFORMATION SERVICES COM USD0.01 1,535 1,535
FIFTH THIRD BANCORP 1,438 1,438
FIRST BUSINESS FINL SVCS INC W COM 3,379 3,379
FIRST SOLAR INC 705 705
FISERV INC COM STK USD0.01 4,108 4,108
FIVE STAR BANCORP COM 2,197 2,197
FORRESTER RESEARCH INC 1,316 1,316
FORTIVE CORP COM 1,275 1,275
ARTHUR J. GALLAGHER & CO. ISIN #US3635761097 SEDOL #BD1QWJ0 1,987 1,987
GE VERNOVA INC COM 5,921 5,921
GENASYS INC COM 1,092 1,092
GENERAL MILLS INC COM USD0.10 2,296 2,296
GENUINE PARTS CO COM USD1.00 1,401 1,401
GLOBAL X FDS MSCI GREECE ETF 9,967 9,967
GLOBE LIFE INC COM 1,004 1,004
GODADDY INC CL A 987 987
GODADDY INC CL A 8,487 8,487
GOLDMAN SACHS GROUP INC COM USD0.01 5,154 5,154
GRACO INC 1,686 1,686
HP INC COM 750 750
HALLIBURTON CO COM USD2.50 9,054 9,054
HAMILTON BEACH BRANDS HLDG CO COM CL A 2,625 2,625
HARTFORD FINANCIAL SERVICES GRP INC COM USD0.01 1,094 1,094
HENRY JACK &ASSOCIATES INC COM USD0.01 1,753 1,753
HERITAGE INSURANCE HLDGS INC COM 4,562 4,562
HILTON WORLDWIDE HLDGS INC 5,685 5,685
HOLOGIC INC 721 721
HOME BANCORP INC 1,571 1,571
HOME DEPOT INC 6,613 6,613
HORIZON BANCORP INC COM 3,125 3,125
HORMEL FOODS CORP 1,192 1,192
HUBBELL INC COM 1,676 1,676
HUMANA INC 7,358 7,358
HUNT J.B. TRANSPORT SERVICES INC COM USD0.01 2,901 2,901
HURCO CO COM 1,717 1,717
IDEX CORP COM USD0.01 3,349 3,349
ILLINOIS TOOL WORKS INC COM 3,550 3,550
ILLUMINA INC COM USD0.01 1,470 1,470
INGERSOLL RAND INC COM 2,533 2,533
INSIGHT ENTERPRISES INC 608 608
INTEL CORP COM USD0.001 1,784 1,784
INTERNATIONAL BUS MACH CORP COM USD0.20 4,616 4,616
INTERNATIONAL FLAVORS &FRAGRANCES COM USD0.125 1,522 1,522
INTEST CORP 2,328 2,328
INTUIT INC 2,514 2,514
INTUITIVE SURGICAL INC 2,610 2,610
INTUITIVE SURGICAL INC 4,176 4,176
INVESCO INDIA EXCHANGE-TRADED INDIA ETF 10,139 10,139
IQVIA HLDGS INC COM 1,376 1,376
ISHARES MSCI POLAND ETF 9,684 9,684
ISHARES MSCI SINGAPORE ETF 6,074 6,074
ISHARES MSCI ITALY ETF 10,236 10,236
JAKKS PAC INC COM NEW 3,716 3,716
JOHNSON &JOHNSON COM 4,772 4,772
JONES LANG LASALLE INC COM USD0.01 3,291 3,291
KLA CORP COM NEW 1,890 1,890
KEURIG DR PEPPER INC COM 2,281 2,281
KEYCORP COM 1,046 1,046
KIMBALL ELECTRONICS INC 2,922 2,922
KINSALE CAP GROUP INC COM 1,395 1,395
KIRBY CORP 3,280 3,280
LKQ CORP 4,814 4,814
LAKELAND INDUSTRIES INC 3,398 3,398
LAM RESEARCH CORP COM NEW 1,878 1,878
LAMB WESTON HLDGS INC COM 1,002 1,002
LANDSTAR SYSTEM INC COM USD0.01 4,125 4,125
ESTEE LAUDER COMPANIES INC COM USD0.01 CLASS A 825 825
LENNAR CORP COM USD0.10 CLASS A 1,091 1,091
LENNOX INTERNATIONAL INC COM USD0.01 4,265 4,265
LIBERTY BROADBAND CORP COM SER A 1,264 1,264
LIBERTY BROADBAND CORP COM SER C 1,271 1,271
LIFETIME BRANDS INC 1,525 1,525
ELI LILLY &CO COM 10,036 10,036
LINCOLN EDUCATIONAL SERVICES CORP 2,484 2,484
LIVE NATION ENTERTAINMENT INC COM USD0.01 1,166 1,166
LOEWS CORP COM USD0.01 4,997 4,997
LONDON STOCK EXCHANGE GROUP UNSPN ADR EACH REPR 0.25 ORD 6,032 6,032
LOWES COMPANIES INC COM USD0.50 6,417 6,417
LULULEMON ATHLETICA INC COM USD0.005 1,147 1,147
MANHATTAN ASSOCIATES INC COM 2,162 2,162
MANITEX INTERNATIONAL INC 2,268 2,268
MARKEL GROUP INC COM NPV 5,179 5,179
MARTIN MARIETTA MATERIALS INC COM USD0.01 1,033 1,033
MASTERCARD INCORPORATED CL A 7,372 7,372
MCCORMICK &COMPANY INC COM NPV 1,220 1,220
MERCK &CO. INC COM 5,272 5,272
MERCK &CO. INC COM 4,477 4,477
METLIFE INC COM USD0.01 1,719 1,719
METROPOLITAN BK HLDG CORP COM 4,205 4,205
MICROSOFT CORP 8,009 8,009
MICROSOFT CORP 12,224 12,224
MICROSOFT CORP 5,901 5,901
MICROSOFT CORP 45,522 45,522
MICRON TECHNOLOGY INC 2,020 2,020
MILLER INDUSTRIES INC 2,484 2,484
MISTRAS GROUP INC COM USD0.01 1,187 1,187
MOLSON COORS BEVERAGE CO CL B 1,490 1,490
MONDELEZ INTL INC COM NPV 3,524 3,524
MONOLITHIC POWER SYSTEMS INC 592 592
MONSTER BEVERAGE CORP NEW COM 4,047 4,047
MOODYS CORP COM USD0.01 2,367 2,367
MORGAN STANLEY COM USD0.01 4,023 4,023
MORNINGSTAR INC 6,398 6,398
MOTORCAR PARTS OF AMERICA INC 3,929 3,929
NN INC COM 703 703
NASDAQ INC COM STK 1,546 1,546
NATURAL GAS SVCS GROUP INC COM 5,521 5,521
NESTLE ADR 2,778 2,778
NETFLIX INC 11,587 11,587
NIKE INC CLASS B COM NPV 1,816 1,816
NIKE INC CLASS B COM NPV 1,589 1,589
NINTENDO CO LTD UNSP ADS EACH REP 0.25 ORD SHS 5,135 5,135
NORDSON CORP 2,511 2,511
NORFOLK SOUTHN CORP COM 1,878 1,878
NORFOLK SOUTHN CORP COM 5,868 5,868
NORTHEAST BK LEWISTON ME COM 4,770 4,770
NORTHERN TRUST CORP COM USD1.666 1,230 1,230
NORTHROP GRUMMAN CORP COM USD1 4,224 4,224
NORTHWEST PIPE CO COM STK USD0.01 4,440 4,440
NOVARTIS AG SPONSORED ADR 1,752 1,752
NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1 2,237 2,237
NVIDIA CORPORATION COM 48,479 48,479
NVIDIA CORPORATION COM 17,458 17,458
OMNICOM GROUP INC COM USD0.15 1,032 1,032
ONE STOP SYS INC COM 744 744
ORACLE CORP 8,832 8,832
ORACLE CORP 4,666 4,666
ORRSTOWN FINANCIAL SERVICES INC COM NPV 1,501 1,501
OTIS WORLDWIDE CORP COM 1,482 1,482
PAMT CORP COM 1,048 1,048
PNC FINANCIAL SERVICES GROUP COM USD5 3,664 3,664
PPG INDUSTRIES INC COM USD1.666 2,270 2,270
PACCAR INC COM USD1.00 2,601 2,601
PACER FDS TR DEVELOPED MRKT 56,832 56,832
PALO ALTO NETWORKS INC COM USD0.0001 2,184 2,184
PARKE BANCORP INC COM STK USD0.10 3,118 3,118
PAYCHEX INC COM USD0.01 1,402 1,402
PAYCHEX INC COM USD0.01 4,908 4,908
PAYPAL HLDGS INC COM 1,622 1,622
PAYPAL HLDGS INC COM 1,707 1,707
PHILIP MORRIS INTERNATIONAL INC COM NPV 6,740 6,740
POOL CORP COM 1,705 1,705
PROGRESSIVE CORP COM 3,115 3,115
PROGRESSIVE CORP COM 6,709 6,709
PROSPERITY BANCSHARES INC 1,658 1,658
PROSUS N.V. SPON ADR EACH REP 0.20 ORD SHS 8,710 8,710
QUALCOMM INC 3,380 3,380
QUALCOMM INC 2,612 2,612
QUANTA SERVICES COM USD0.00001 1,580 1,580
R C M TECHNOLOGIES INC 1,241 1,241
RPM INTERNATIONAL INC 5,292 5,292
RED ROBIN GOURMET BURGERS INC 2,734 2,734
REGENERON PHARMACEUTICALS INC 2,137 2,137
REGENERON PHARMACEUTICALS INC 2,849 2,849
RESMED INC 915 915
RIMINI STR INC DEL COM 1,650 1,650
RIVERVIEW BANCORP INC COM 1,745 1,745
ROCHE HOLDINGS ADR 1,395 1,395
ROPER TECHNOLOGIES INC 1,560 1,560
ROSS STORES INC 1,361 1,361
SHELL PLC SPON ADS EA REP 2 ORD SHS 10,651 10,651
S&P GLOBAL INC COM 4,482 4,482
SEI INVTS CO COM 2,144 2,144
SEI INVTS CO COM 5,279 5,279
SAFRAN SA UNSPON ADR EA REP 0.25 ORD 5,396 5,396
SALESFORCE INC COM 5,349 5,349
SALESFORCE INC COM 5,684 5,684
SAP ADR REP 1 ORD 10,587 10,587
SCHWAB CHARLES CORP COM 2,442 2,442
SCHWAB CHARLES CORP COM 5,403 5,403
SEMPRA COM 6,667 6,667
SERVICE CORPORATION INTERNATIONAL COM USD1.00 2,075 2,075
SERVICENOW INC COM USD0.001 4,240 4,240
SHIMMICK CORPORATION COM 588 588
SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7 4,253 4,253
SILVERCREST ASSET MANAGEMENT GROUP INC 1,968 1,968
SIMPSON MFG INC COM 1,492 1,492
SLEEP NUMBER CORP COM 3,139 3,139
SMITH MICRO SOFTWARE INC COM SHS 347 347
SMUCKER J M CO COM NEW 1,211 1,211
SNAP-ON INC 1,018 1,018
BLOCK INC CL A 1,870 1,870
STANLEY BLACK & DECKER INC 803 803
STARBUCKS CORP COM USD0.001 2,646 2,646
STARBUCKS CORP COM USD0.001 4,471 4,471
STATE STREET CORP 982 982
STRATTEC SECURITY CORP 3,626 3,626
STRYKER CORPORATION COM 3,240 3,240
SYNOPSYS INC 1,456 1,456
SYNERGY CHC CORP COM NEW 805 805
SYSCO CORP 3,135 3,135
TJX COMPANIES INC 3,624 3,624
T-MOBILE US INC COM 3,752 3,752
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 9,875 9,875
TAKE-TWO INTERACTIVE SOFTWARE INC 1,104 1,104
TELEFLEX INCORPORATED COM 3,382 3,382
TESLA INC COM 19,384 19,384
TEXAS INSTRUMENTS INC COM USD1.00 3,750 3,750
TEXAS INSTRUMENTS INC COM USD1.00 6,750 6,750
THERMO FISHER SCIENTIFIC INC 1,561 1,561
THERMO FISHER SCIENTIFIC INC 4,682 4,682
TILLYS INC COM USD0.001 CL A 1,041 1,041
TRACTOR SUPPLY CO 1,061 1,061
TRANSUNION COM 3,430 3,430
TRAVELERS COMPANIES INC COM STK NPV 1,927 1,927
TRIMBLE INC COM 5,935 5,935
TRUIST FINL CORP COM 1,388 1,388
TWIN DISC INC 3,067 3,067
TYLER TECHNOLOGIES INC 577 577
TYLER TECHNOLOGIES INC 2,883 2,883
US BANCORP 1,961 1,961
UBER TECHNOLOGIES INC COM 2,654 2,654
USCB FINANCIAL HOLDINGS INC CLASS A COM 3,142 3,142
ULTA BEAUTY INC COM 1,740 1,740
UNION PAC CORP COM 3,421 3,421
UNITED PARCEL SERVICE INC CL B 3,405 3,405
UNITEDHEALTH GROUP INC 7,588 7,588
UNITEDHEALTH GROUP INC 10,117 10,117
UNITY BANCORP INC 3,358 3,358
UNIVERSAL ELECTRONICS INC 1,496 1,496
UNIVERSAL TECHNICAL INSTITUTE INC 1,363 1,363
VANGUARD REAL ESTATE ETF 109,558 109,558
VANGUARD SMALL CAP VALUE ETF 96,712 96,712
VANGUARD SMALL CAP VALUE ETF 108,008 108,008
VANGUARD INDEX FDS VANGUARD VALUE ETF 169,300 169,300
VERALTO CORP COM SHS 1,019 1,019
VERIZON COMMUNICATIONS INC 3,919 3,919
VERISK ANALYTICS INC COM 1,377 1,377
VERSABANK NEW COM NPV ISIN #CA92512J1066 SEDOL #BD7Y5X3 2,604 2,604
VERTEX PHARMACEUTICALS INC 3,624 3,624
VISA INC 6,637 6,637
VISA INC 9,165 9,165
VISA INC 9,165 9,165
VULCAN MATERIALS CO 1,543 1,543
WABTEC COM 2,654 2,654
WARNER BROS DISCOVERY INC COM SER A 1,279 1,279
WELLS FARGO CO NEW COM 6,111 6,111
WEST BANCORPORATION INC 1,775 1,775
WESTERN DIGITAL CORP. COM 775 775
WEX INC 3,156 3,156
WEYERHAEUSER CO MTN BE COM NEW 873 873
WOODWARD INC COM 6,490 6,490
WORKDAY INC COM USD0.001 CL A 1,548 1,548
WORKDAY INC COM USD0.001 CL A 12,643 12,643
YUM! BRANDS INC 1,610 1,610
YUM CHINA HLDGS INC COM 626 626
ZOETIS INC 1,629 1,629
AON PLC SHS CL A COM USD0.01 12,930 12,930
AON PLC SHS CL A COM USD0.01 1,796 1,796
ACCENTURE PLC 3,870 3,870
JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 1,500 1,500
SEAGATE TECHNOLOGY HLDGS PUB LTD CO 777 777
PENTAIR PLC SHS 1,510 1,510
STERIS PLC ORD USD0.001 822 822
TE CONNECTIVITY PLC COM USD0.01 1,287 1,287
TE CONNECTIVITY PLC COM USD0.01 4,432 4,432
TRANE TECHNOLOGIES PLC COM USD1 2,216 2,216
WILLIS TOWERS WATSON PLC COM USD0.000304635 940 940
CHUBB LIMITED COM NPV ISIN #CH0044328745 3,316 3,316
GARMIN LTD COM CHF10.00 1,444 1,444
AERCAP HOLDINGS N.V. EUR0.01 10,623 10,623
NXP SEMICONDUCTORS NV 1,455 1,455
INVESCO DEVELOPING MARKETS Y 61,013 61,013
AQR DIVERSIFYING STRATEGIES FUND CL I 225,092 225,092
ABR 75/25 VOLATILITY FUND INSTL 17,713 17,713
ABR 75/25 VOLATILITY FUND INSTL 174,770 174,770
GMO EMERGING MARKETS FUND I 135,275 135,275
GOLDMAN SACHS GQG PARTNERS INTL OPP I 309,285 309,285
JOHCM INTERNATIONAL SELECT INSTL 235,385 235,385
VANGUARD INFLATION PROCTED SEC ADM CL 52,810 52,810
ALPINE INCOME PPTY TR INC COM 2,300 2,300
AMERICAN TOWER CORP NEW COM 1,651 1,651
CROWN CASTLE INC COM 817 817
CROWN CASTLE INC COM 2,723 2,723
DIGITAL REALTY TRUST INC 1,241 1,241
EQUINIX INC COM 1,886 1,886
GLOBAL MED REIT INC COM NEW 2,200 2,200
IRON MTN INC DEL COM 1,472 1,472
OFFICE PROPERTIES INCOME TRUST COM 871 871
PROLOGIS INC. COM 2,325 2,325
PUBLIC STORAGE OPER CO COM 1,198 1,198
SIMON PROPERTY GROUP INC 1,550 1,550
VENTAS INC 942 942
WELLTOWER INC COM 2,395 2,395

TY 2024 InvestmentsGovtObligationsSch
Name:
Art Works for Kids
EIN:
20-5711103
US Government Securities - End of Year Book Value:

231,555
US Government Securities - End of Year Fair Market Value:

231,555
State & Local Government Securities - End of Year Book Value:


105,363
State & Local Government Securities - End of Year Fair Market Value:


105,363


TY 2024 LegalFeesSchedule
Name:
Art Works for Kids
EIN:
20-5711103
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal fees 1,246 0   1,246


TY 2024 OtherExpensesSchedule
Name:
Art Works for Kids
EIN:
20-5711103
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Bank fees 159 0   159
Telephone 318 0   318
Professional development 5,750 0   5,750
Supplies 3,372 0   3,372
IT services 1,132 0   1,132
HR services 2,746 0   2,746
Dues & subscriptions 1,735 0   1,735
Other professioonal fees 3,750 0   3,750
Public relations 13,476 0   0


TY 2024 OtherIncreasesSchedule
Name:
Art Works for Kids
EIN:
20-5711103
Description Amount
Change in market value of securities 110,283


TY 2024 OtherProfessionalFeesSchedule
Name:
Art Works for Kids
EIN:
20-5711103
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment management 10,852 10,852   0


TY 2024 TaxesSchedule
Name:
Art Works for Kids
EIN:
20-5711103
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Payroll taxes 2,186 0   2,186
Foreign Taxes 56 56   0