TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

Name of foundation
THE COSMAN FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532 AFT
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534

A Employer identification number

41-2193117

B Telephone number (see instructions)

(888) 866-3275

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$10,601,867J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	420,000
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	203,049		202,011
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		852,456
b	Gross sales price for all assets on line 6a 6,554,264
7	Capital gain net income (from Part IV, line 2)...			852,456
8	Net short-term capital gain.........				0
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........	1,475,505		1,054,467
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	1,250	0	0	1,250
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	116,598	69,959		46,639
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	15,794	4,435		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	195	170		25
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	133,837		74,564	0	47,914
25	Contributions, gifts, grants paid.......	397,000				397,000
26	Total expenses and disbursements. Add lines 24 and 25	530,837		74,564	0	444,914
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	944,668
b	Net investment income (if negative, enter -0-)			979,903
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	420,801	421,481	421,481
	2	Savings and temporary cash investments.........	242,160	254,548	254,548
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	1,128,566	List of Attached Documents: // Content 1,121,032	1,006,240
	b	Investments—corporate stock (attach schedule).......	1,860,222	List of Attached Documents: // Content 1,912,203	2,886,484
	c	Investments—corporate bonds (attach schedule).......	453,934	List of Attached Documents: // Content 684,221	644,515
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	4,336,652	List of Attached Documents: // Content 4,991,824	5,388,599
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	8,442,335	9,385,309	10,601,867
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	8,442,335	9,385,309
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	8,442,335	9,385,309
	30	Total liabilities and net assets/fund balances (see instructions).	8,442,335	9,385,309

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

8,442,335

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

944,668

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

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

9,387,003

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

1,694

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

9,385,309

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	64. ADVANCED MICRO DEVICES INC		2023-06-26	2024-07-26
b	15. ADVANCED MICRO DEVICES INC		2023-06-26	2024-10-09
c	15. AIR PRODUCTS & CHEMICALS INC		2024-06-13	2024-10-09
d	110. ALPHABET INC SHS CL C		2020-05-15	2024-09-10
e	163. ALPHABET INC SHS CL C		2020-05-15	2024-10-09
	23. ALPHABET INC SHS CL C		2020-05-15	2024-10-15
	58. ALPHABET INC SHS CL C		2021-01-22	2024-10-15
	22. ALPHABET INC SHS CL A		2016-01-06	2024-10-09
	14. ALPHABET INC SHS CL A		2015-05-19	2024-10-09
	74. AMAZON COM INC		2020-03-24	2024-10-09
	93. AMERICAN EXPRESS CO		2024-01-03	2024-05-30
	51. AMERICAN EXPRESS CO		2024-01-03	2024-05-31
	44. APPLE INC		2019-01-03	2024-10-09
	62. APPLIED MATERIALS INCORPORATED		2020-09-21	2024-02-26
	60. APPLIED MATERIALS INCORPORATED		2020-09-21	2024-03-21
	15. APPLIED MATERIALS INCORPORATED		2020-09-21	2024-10-09
	142. APPLIED MATERIALS INCORPORATED		2023-01-12	2024-10-28
	20. APPLIED MATERIALS INCORPORATED		2024-01-03	2024-10-28
	42. APPLIED MATERIALS INCORPORATED		2021-01-22	2024-10-28
	14. APPLIED MATERIALS INCORPORATED		2020-09-21	2024-10-28
	109. AVANTOR INC		2023-01-12	2024-10-09
	734. AVANTOR INC		2023-01-12	2024-12-13
	622. AVANTOR INC		2023-01-12	2024-12-17
	91. AVANTOR INC		2024-01-03	2024-12-17
	4000. BANK OF NY MELLON CORP		2024-01-03	2024-10-08
	8000. BANK OF NY MELLON CORP		2020-11-30	2024-10-08
	13000. BANK OF NY MELLON CORP		2020-04-30	2024-10-08
	4000. BANK OF NY MELLON CORP		2021-01-22	2024-10-08
	5000. BANK OF NY MELLON CORP		2021-06-01	2024-10-08
	2000. BANK OF NY MELLON CORP		2022-01-05	2024-10-08
	5000. BANK OF NY MELLON CORP		2023-01-13	2024-10-08
	25. CARDINAL HEALTH INCORPORATED		2024-05-09	2024-10-09
	38. CATERPILLAR INC		2022-02-01	2024-02-07
	10. CATERPILLAR INC		2023-01-12	2024-02-08
	25. CATERPILLAR INC		2022-02-01	2024-02-08
	1. CATERPILLAR INC		2022-02-08	2024-02-08
	10. CATERPILLAR INC		2022-02-16	2024-02-08
	36. CATERPILLAR INC		2022-03-24	2024-02-08
	31. CATERPILLAR INC		2022-04-12	2024-02-08
	37. CIENA CORP		2023-01-12	2024-10-09
	1000. CITIGROUP INC		2023-02-24	2024-10-09
	63. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A		2022-10-03	2024-10-09
	119. COMCAST CORP		2023-01-12	2024-10-09
	413. COMCAST CORP		2023-01-12	2024-12-13
	70. DOWDUPONT INC		2020-05-15	2024-10-09
	295. DOWDUPONT INC		2020-05-15	2024-12-13
	19. CROWN CASTLE INTERNATIONAL CORP		2024-05-10	2024-10-09
	49. DISCOVER FINANCIAL SERVICES		2024-08-12	2024-10-09
	58. DOLLAR GENERAL CORP		2021-04-13	2024-04-18
	36. DOLLAR GENERAL CORP		2021-10-05	2024-05-30
	48. DOLLAR GENERAL CORP		2021-04-13	2024-05-30
	37. DOLLAR GENERAL CORP		2021-05-11	2024-05-30
	22. DOLLAR GENERAL CORP		2022-02-16	2024-05-30
	13. DOLLAR GENERAL CORP		2023-01-12	2024-05-30
	26. DOLLAR GENERAL CORP		2023-06-23	2024-05-30
	40. DOLLAR GENERAL CORP		2023-09-08	2024-05-30
	84. DOLLAR TREE INC		2020-05-15	2024-11-07
	34. DOLLAR TREE INC		2021-01-22	2024-12-13
	16. DOLLAR TREE INC		2023-01-12	2024-12-13
	20. DOLLAR TREE INC		2024-04-18	2024-12-13
	10. DOLLAR TREE INC		2024-01-03	2024-12-13
	53. DOLLAR TREE INC		2022-09-08	2024-12-13
	43. DOLLAR TREE INC		2022-02-16	2024-12-13
	84. DOLLAR TREE INC		2020-05-15	2024-12-13
	25. DOLLAR TREE INC		2020-05-15	2024-12-13
	42. DOLLAR TREE INC		2024-04-18	2024-12-17
	226. DOLLAR TREE INC		2024-06-13	2024-12-17
	16. DOLLAR TREE INC		2024-10-09	2024-12-17
	123. DUN AND BRADSTREET HLDGS		2022-12-16	2024-10-09
	26. ELECTRONIC ARTS		2024-03-06	2024-10-09
	18. FACEBOOK INC		2022-12-27	2024-03-06
	15. FACEBOOK INC		2022-12-27	2024-10-09
	62. FORTIVE CORP		2020-01-31	2024-10-09
	63. FORTIVE CORP		2022-06-27	2024-11-07
	84. FORTIVE CORP		2022-02-16	2024-11-07
	178. FORTIVE CORP		2020-05-15	2024-11-07
	16. FORTIVE CORP		2020-01-31	2024-11-07
	137. FORTIVE CORP		2023-01-12	2024-12-13
	26. FORTIVE CORP		2022-06-27	2024-12-13
	87. FORTIVE CORP		2022-09-08	2024-12-13
	16. FORTREA HOLDINGS INC REG		2018-10-25	2024-06-26
	91. FORTREA HOLDINGS INC REG		2020-05-15	2024-06-26
	15. FORTREA HOLDINGS INC REG		2019-01-03	2024-06-26
	19. FORTREA HOLDINGS INC REG		2021-01-22	2024-06-27
	78. FORTREA HOLDINGS INC REG		2024-01-12	2024-06-27
	24. FORTREA HOLDINGS INC REG		2022-12-27	2024-06-27
	37. FORTREA HOLDINGS INC REG		2020-05-15	2024-06-27
	26. FORTREA HOLDINGS INC REG		2023-01-12	2024-06-27
	91. FORTREA HOLDINGS INC REG		2024-05-22	2024-06-28
	6. FORTREA HOLDINGS INC REG		2024-01-12	2024-06-28
	92. FORTREA HOLDINGS INC REG		2024-04-19	2024-06-28
	29. INTERCONTINENTAL EXCHANGE INC		2022-06-27	2024-10-09
	4. INTERCONTINENTAL EXCHANGE INC		2023-01-12	2024-10-09
	47. ISHARES S&P 100 ETF		2024-01-03	2024-01-30
	802. ISHARES S&P 100 ETF		2023-11-16	2024-01-30
	397. ISHARES CORE S&P 500 ETF		2023-03-22	2024-03-18
	869. ISHARES CORE S&P 500 ETF		2023-01-12	2024-03-18
	455. ISHARES CORE S&P 500 ETF		2023-07-21	2024-03-18
	444. ISHARES CORE S&P 500 ETF		2023-11-16	2024-03-18
	197. ISHARES CORE S&P 500 ETF		2023-11-16	2024-06-17
	4. ISHARES CORE S&P 500 ETF		2023-11-16	2024-10-09
	12. ISHARES CORE S&P 500 ETF		2024-01-03	2024-10-09
	102. ISHARES CORE S&P 500 ETF		2024-01-03	2024-12-17
	165. ISHARES CORE S&P 500 ETF		2024-01-30	2024-12-17
	1. ISHARES CORE S&P 500 ETF		2024-09-09	2024-12-17
	12. ISHARES IBOXX $ INVT GRADE CORP BD		2024-01-30	2024-03-18
	14. ISHARES IBOXX $ INVT GRADE CORP BD		2024-01-03	2024-03-18
	6. ISHARES IBOXX $ INVT GRADE CORP BD		2023-11-16	2024-03-18
	408. ISHARES IBOXX $ INVT GRADE CORP BD		2023-07-21	2024-03-18
	2377. ISHARES S&P 500 GROWTH ETF		2023-07-21	2024-01-30
	171. ISHARES S&P 500 GROWTH ETF		2024-01-03	2024-01-30
	409. ISHARES S&P 500 GROWTH ETF		2024-03-18	2024-06-17
	8. ISHARES S&P 500 GROWTH ETF		2024-03-18	2024-09-09
	485. ISHARES S&P 500 GROWTH ETF		2024-03-18	2024-10-09
	402. ISHARES S&P 500 GROWTH ETF		2024-03-18	2024-12-17
	91. ISHARES GLOBAL ENERGY ETF		2023-11-16	2024-03-18
	229. ISHARES GLOBAL ENERGY ETF		2024-01-03	2024-06-17
	96. ISHARES GLOBAL ENERGY ETF		2024-01-30	2024-06-17
	2069. ISHARES GLOBAL ENERGY ETF		2023-11-16	2024-06-17
	25. ISHARES S&P 500 VALUE ETF		2024-01-30	2024-03-18
	413. ISHARES S&P 500 VALUE ETF		2024-01-30	2024-09-09
	50. ISHARES S&P 500 VALUE ETF		2024-01-30	2024-10-09
	413. ISHARES 20 YEAR TREASURY BOND ETF		2023-07-21	2024-01-30
	223. ISHARES 20 YEAR TREASURY BOND ETF		2023-11-16	2024-09-09
	933. ISHARES 20 YEAR TREASURY BOND ETF		2023-07-21	2024-09-09
	147. ISHARES US TECHNOLOGY ETF		2022-11-01	2024-01-30
	247. ISHARES US TECHNOLOGY ETF		2022-11-01	2024-06-17
	108. ISHARES US TECHNOLOGY ETF		2022-11-01	2024-09-09
	32. ISHARES US TECHNOLOGY ETF		2023-01-12	2024-10-09
	222. ISHARES US TECHNOLOGY ETF		2022-11-01	2024-10-09
	214. ISHARES US TECHNOLOGY ETF		2023-03-22	2024-12-17
	244. ISHARES US TECHNOLOGY ETF		2023-01-12	2024-12-17
	534. ISHARES JP MORGAN USD EMERGING MKTS		2024-03-18	2024-06-17
	29. ISHARES JP MORGAN USD EMERGING MKTS		2024-03-18	2024-09-09
	1243. ISHARES IBOXX$ HIGH YIEL		2024-01-30	2024-03-18
	117. ISHARES MBS ETF		2022-11-01	2024-09-09
	130. ISHARES MBS ETF		2022-11-01	2024-12-17
	838. ISHARES MBS ETF		2022-11-01	2024-12-17
	3744. ISHARES MSCI EAFE VALUE ETF		2023-01-12	2024-03-18
	3488. ISHARES MSCI EAFE VALUE ETF		2023-01-12	2024-06-17
	214. ISHARES MSCI EAFE VALUE ETF		2023-01-12	2024-10-09
	96. ISHARES MSCI EAFE GROWTH ETF		2023-01-12	2024-03-18
	741. ISHARES MSCI EAFE GROWTH ETF		2023-01-12	2024-09-09
	199. ISHARES MSCI EAFE GROWTH ETF		2023-01-12	2024-10-09
	1037. ISHARES EDGE MSCI USA QUALITY FACTOR ETF		2023-03-22	2024-01-30
	102. ISHARES EDGE MSCI USA QUALITY FACTOR ETF		2023-03-22	2024-06-17
	587. ISHARES EDGE MSCI USA QUALITY FACTOR ETF		2023-03-22	2024-09-09
	254. ISHARES EDGE MSCI USA QUALITY FACTOR ETF		2023-03-22	2024-10-09
	35. ISHARES EDGE MSCI USA QUALITY FACTOR ETF		2023-03-22	2024-12-17
	61. ISHARES EDGE MSCI USA MOMENTUM FACTOR		2024-01-30	2024-06-17
	187. ISHARES EDGE MSCI USA MOMENTUM FACTOR		2024-01-30	2024-10-09
	54. ISHARES EDGE MSCI USA MOMENTUM FACTOR		2024-01-30	2024-12-17
	684. ISHARES CORE MSCI EMERGING MARKETS ETF		2023-01-25	2024-01-30
	3032. ISHARES CORE MSCI EMERGING MARKETS ETF		2023-01-25	2024-03-18
	902. ISHARES CORE MSCI EMERGING MARKETS ETF		2023-01-25	2024-09-09
	149. ISHARES CORE MSCI EMERGING MARKETS ETF		2023-07-21	2024-10-09
	280. ISHARES CORE MSCI EMERGING MARKETS ETF		2023-01-25	2024-10-09
	114. ISHARES CORE MSCI EMERGING MARKETS ETF		2023-07-21	2024-12-17
	494. ISHARES CORE MSCI EMERGING MARKETS ETF		2024-01-03	2024-12-17
	427. ISHARES CORE MSCI EMERGING MARKETS ETF		2024-06-17	2024-12-17
	178. ISHARES INC MSCI		2023-11-16	2024-10-09
	1102. ISHARES CORE TOTAL USD BOND MARKET ETF		2024-03-18	2024-09-09
	1161. ISHARES CORE TOTAL USD BOND MARKET ETF		2024-06-17	2024-09-09
	1448. ISHARES CURRENCY HEDGED MSCI EAFE ETF		2024-03-18	2024-06-17
	4400. ISHARES CURRENCY HEDGED MSCI EAFE ETF		2024-03-18	2024-09-09
	851. ISHARES TREASURY FLOATING RATE BOND ETF		2023-07-21	2024-01-30
	949. ISHARES TREASURY FLOATING RATE BOND ETF		2023-11-16	2024-03-18
	2419. ISHARES TREASURY FLOATING RATE BOND ETF		2023-07-21	2024-03-18
	445. ISHARES TREASURY FLOATING RATE BOND ETF		2024-01-03	2024-03-18
	466. ISHARES MSCI USA ESG		2023-01-25	2024-01-30
	1265. ISHARES MSCI USA ESG		2023-01-25	2024-03-18
	76. ISHARES MSCI USA ESG		2024-01-03	2024-03-18
	76. ISHARES TR		2023-01-12	2024-03-18
	91. ISHARES TR		2022-06-28	2024-03-18
	1998. ISHARES TR		2022-06-28	2024-03-18
	38. ISHARES TR		2023-01-25	2024-03-18
	64. ISHARES TR		2023-03-22	2024-03-18
	19. ISHARES TR		2023-11-16	2024-03-18
	55. ISHARES TR		2024-01-03	2024-03-18
	122. ISHARES TR		2024-01-30	2024-03-18
	22. J P MORGAN CHASE & CO COM		2016-10-20	2024-10-09
	124. LPL FINANCIAL HOLDINGS INC		2023-07-07	2024-07-23
	31. LPL FINANCIAL HOLDINGS INC		2023-07-24	2024-07-23
	64. LABORATORY CORP AMER HLDGS COM NEW		2020-05-15	2024-03-01
	19. LABORATORY CORP AMER HLDGS COM NEW		2021-01-22	2024-03-04
	3. LABORATORY CORP AMER HLDGS COM NEW		2020-05-15	2024-03-04
	24. LABORATORY CORP AMER HLDGS COM NEW		2022-12-27	2024-03-04
	18. LABORATORY CORP AMER HLDGS COM NEW		2023-01-12	2024-03-04
	8. LABORATORY CORP AMER HLDGS COM NEW		2023-01-12	2024-03-05
	6. LABORATORY CORP AMER HLDGS COM NEW		2024-01-03	2024-03-05
	143. MARVELL TECH INC		2023-05-18	2024-02-26
	79. MARVELL TECH INC		2023-05-18	2024-10-09
	172. MARVELL TECH INC		2023-05-18	2024-11-07
	45. MICROSOFT CORPORATION		2016-10-20	2024-10-09
	137. MICRON TECHNOLOGY INC		2023-11-02	2024-02-26
	42. MICRON TECHNOLOGY INC		2023-11-02	2024-08-20
	33. MICRON TECHNOLOGY INC		2023-11-02	2024-10-09
	20. MONDELEZ INTERNATIONAL INC		2024-01-03	2024-02-28
	313. MONDELEZ INTERNATIONAL INC		2023-01-12	2024-02-28
	101. MONDELEZ INTERNATIONAL INC		2022-04-12	2024-02-28
	173. MONDELEZ INTERNATIONAL INC		2022-03-10	2024-02-28
	288. MONSTER BEVERAGE SHS		2022-06-27	2024-05-30
	126. MONSTER BEVERAGE SHS		2022-05-23	2024-05-30
	38. MONSTER BEVERAGE SHS		2022-09-08	2024-05-30
	46. MONSTER BEVERAGE SHS		2023-01-12	2024-05-31
	90. MONSTER BEVERAGE SHS		2022-09-08	2024-05-31
	4. NOVO-NORDISK A S ADR		2019-01-28	2024-10-09
	106. NOVO-NORDISK A S ADR		2019-01-03	2024-10-09
	45. NVIDIA CORP		2024-02-26	2024-10-09
	1000. ORACLE CORP		2022-12-01	2024-10-09
	32. OTIS WORLDWIDE CORP REG		2020-05-15	2024-10-09
	75. PROGRESSIVE CORP OHIO COM		2021-12-13	2024-04-18
	4. PROGRESSIVE CORP OHIO COM		2022-02-16	2024-04-18
	27. PROGRESSIVE CORP OHIO COM		2022-02-16	2024-04-24
	20. PROGRESSIVE CORP OHIO COM		2022-02-16	2024-04-25
	52. PROGRESSIVE CORP OHIO COM		2022-06-09	2024-04-25
	5. PROGRESSIVE CORP OHIO COM		2024-01-03	2024-04-25
	32. PROGRESSIVE CORP OHIO COM		2023-01-12	2024-04-25
	15. RAYTHEON TECHNOLOGIES		2024-02-12	2024-10-09
	24. REINSURANCE GROUP OF AMERICA INC		2022-05-23	2024-10-09
	74. ROSS STORES INC		2020-07-27	2024-08-20
	30. ROSS STORES INC		2020-10-22	2024-08-20
	32. ROSS STORES INC		2022-02-16	2024-08-20
	36. ROSS STORES INC		2022-07-05	2024-09-06
	28. ROSS STORES INC		2022-02-16	2024-09-06
	183. ROSS STORES INC		2023-01-12	2024-09-06
	15. ROSS STORES INC		2024-01-03	2024-09-06
	84. SANOFI ADR		2020-03-24	2024-10-09
	21. SKECHERS U S A INC		2023-05-03	2024-10-09
	24. TKO GROUP HOLDINGS INC		2021-08-24	2024-10-09
	86. TENET HEALTHCARE CORP		2023-02-10	2024-08-20
	71. TENET HEALTHCARE CORP		2023-02-10	2024-10-09
	15. TENET HEALTHCARE CORP		2023-02-10	2024-10-15
	6. THERMO FISHER SCIENTIFIC INC		2023-12-21	2024-10-09
	38. UBER TECHNOLOGIES INC		2024-09-10	2024-10-09
	122. UNILEVER PLC W/I (UK/USD) US9047677045		2020-03-24	2024-04-24
	338. UNILEVER PLC W/I (UK/USD) US9047677045		2020-03-24	2024-04-25
	133. UNILEVER PLC W/I (UK/USD) US9047677045		2023-01-12	2024-04-25
	16. UNILEVER PLC W/I (UK/USD) US9047677045		2024-01-03	2024-04-25
	1000. US BANCORP		2024-03-13	2024-10-09
	2000. U.S. TREASURY BOND 3.125% FEB 15 2042		2017-07-12	2024-10-09
	2000. U.S. TREASURY BOND		2017-07-12	2024-10-09
	2000. U.S. TREASURY BOND		2019-09-06	2024-10-09
	2000. U.S. TREASURY BOND		2021-06-28	2024-10-09
	2000. U.S. TREASURY BOND		2021-06-28	2024-12-11
	1000. U.S. TREASURY BOND		2021-06-28	2024-12-11
	26000. U.S. TREASURY BOND		2021-06-28	2024-12-11
	1000. U.S. TREASURY BOND		2023-05-18	2024-12-11
	4000. U.S. TREASURY BOND		2022-01-05	2024-12-11
	4000. U.S. TREASURY BOND		2023-01-12	2024-12-11
	24000. U.S. TREASURY BOND		2021-02-23	2024-10-08
	2000. U.S. TREASURY BOND		2021-02-23	2024-10-08
	4000. U.S. TREASURY BOND		2021-06-01	2024-10-08
	3000. U.S. TREASURY BOND		2022-01-05	2024-10-08
	4000. U.S. TREASURY BOND		2023-01-12	2024-10-08
	5000. U.S. TREASURY BOND		2024-03-18	2024-10-08
	2000. U.S. TREASURY BOND		2022-09-27	2024-10-09
	5000. U.S. TREASURY NOTE		2021-01-22	2024-02-28
	15000. U.S. TREASURY NOTE		2019-12-17	2024-02-28
	3000. U.S. TREASURY NOTE		2020-01-03	2024-02-28
	12000. U.S. TREASURY NOTE		2020-11-30	2024-02-28
	7000. U.S. TREASURY NOTE		2024-01-03	2024-02-28
	8000. U.S. TREASURY NOTE		2021-06-01	2024-02-28
	4000. U.S. TREASURY NOTE		2022-01-05	2024-02-28
	7000. U.S. TREASURY NOTE		2023-01-12	2024-02-28
	33000. U.S. TREASURY NOTE		2021-05-10	2024-02-09
	19000. U.S. TREASURY NOTE		2021-05-10	2024-07-24
	1000. U.S. TREASURY NOTE		2021-10-25	2024-07-24
	6000. U.S. TREASURY NOTE		2022-01-05	2024-07-24
	1000. U.S. TREASURY NOTE		2021-05-10	2024-07-24
	8000. U.S. TREASURY NOTE		2021-06-01	2024-07-24
	9000. U.S. TREASURY NOTE		2023-01-12	2024-07-24
	9000. U.S. TREASURY NOTE		2024-01-03	2024-07-24
	1000. U.S. TREASURY NOTE		2022-03-25	2024-05-29
	31000. U.S. TREASURY NOTE		2022-03-25	2024-05-29
	28000. U.S. TREASURY NOTE		2022-03-25	2024-08-27
	25000. U.S. TREASURY NOTE		2022-03-25	2024-08-27
	7000. U.S. TREASURY NOTE		2022-03-25	2024-10-30
	8000. U.S. TREASURY NOTE		2023-01-12	2024-10-30
	5000. U.S. TREASURY NOTE		2024-03-18	2024-10-30
	13000. U.S. TREASURY NOTE		2024-01-03	2024-10-30
	4000. U.S. TREASURY NOTE		2023-01-12	2024-10-30
	1000. U.S. TREASURY NOTE		2024-01-03	2024-08-27
	19000. U.S. TREASURY NOTE		2022-07-26	2024-08-27
	7000. U.S. TREASURY NOTE		2023-01-12	2024-08-27
	40000. U.S. TREASURY NOTE		2023-07-27	2024-03-13
	2000. U.S. TREASURY NOTE		2023-11-09	2024-10-09
	27000. U.S. TREASURY NOTE		2024-02-28	2024-03-13
	1000. U.S. TREASURY NOTE		2024-05-29	2024-10-09
	1000. U.S. TREASURY NOTE		2024-02-09	2024-10-09
	20. UNITEDHEALTH GROUP INC		2019-05-24	2024-04-18
	2. UNITEDHEALTH GROUP INC		2019-01-03	2024-04-18
	5. UNITEDHEALTH GROUP INC		2021-01-22	2024-10-09
	7. UNITEDHEALTH GROUP INC		2020-05-15	2024-10-09
	15. UNITEDHEALTH GROUP INC		2020-03-24	2024-10-09
	7. UNITEDHEALTH GROUP INC		2019-05-24	2024-10-09
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	87. VEEVA SYS INC CL A		2023-01-12	2024-07-18
	42. VEEVA SYS INC CL A		2023-01-12	2024-07-22
	32. VEEVA SYS INC CL A		2023-05-18	2024-07-22
	511. VERIZON COMMUNICATIONS INC		2023-11-02	2024-03-22
	23. VERIZON COMMUNICATIONS INC		2024-01-03	2024-03-25
	317. VERIZON COMMUNICATIONS INC		2023-11-02	2024-03-25
	43. VISA INC		2023-01-12	2024-01-02
	28. VISA INC		2021-01-22	2024-01-02
	3. VOYA FINL INC SHS		2023-02-10	2024-07-10
	147. VOYA FINL INC SHS		2022-10-03	2024-07-10
	195. VOYA FINL INC SHS		2023-02-10	2024-07-11
	44. VOYA FINL INC SHS		2023-02-10	2024-07-12
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	17. WABTEC		2024-02-26	2024-10-09
	32. ZEBRA TECHNOLOGIES CORP CL A		2023-09-08	2024-08-20
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	128. ALLEGION PLC SHS		2023-06-23	2024-02-28
	90. ALLEGION PLC SHS		2023-09-08	2024-02-29
	149. AXALTA COATING SYSTEMS		2020-07-27	2024-05-10
	198. AXALTA COATING SYSTEMS		2020-09-21	2024-05-10
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	390. AXALTA COATING SYSTEMS		2023-01-12	2024-05-13
	47. AXALTA COATING SYSTEMS		2024-01-03	2024-05-14
	188. AXALTA COATING SYSTEMS		2023-05-18	2024-05-14
	89. AXALTA COATING SYSTEMS		2023-01-12	2024-05-14
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	86. APTIV PLC SHS		2022-10-19	2024-11-26
	118. APTIV PLC SHS		2023-06-23	2024-11-26
	175. APTIV PLC SHS		2022-07-26	2024-11-26
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	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	9,014	7,155	1,859
b	2,556	1,677	879
c	4,704	4,280	424
d	16,566	7,539	9,027
e	26,546	11,171	15,375
	3,834	1,576	2,258
	9,668	5,533	4,135
	3,557	838	2,719
	2,263	385	1,878
	13,588	7,135	6,453
	22,023	17,393	4,630
	12,059	9,538	2,521
	10,012	1,564	8,448
	12,587	3,504	9,083
	12,788	3,391	9,397
	3,058	848	2,210
	26,424	15,753	10,671
	3,722	3,035	687
	7,816	4,495	3,321
	2,605	791	1,814
	2,704	2,415	289
	16,329	16,262	67
	13,731	13,780	-49
	2,009	2,033	-24
	3,931	3,838	93
	7,863	8,042	-179
	12,777	13,026	-249
	3,931	4,021	-90
	4,914	5,022	-108
	1,966	2,002	-36
	4,914	4,676	238
	2,847	2,459	388
	12,354	7,776	4,578
	3,231	2,561	670
	8,078	5,115	2,963
	323	200	123
	3,231	2,034	1,197
	11,633	7,998	3,635
	10,017	6,749	3,268
	2,449	1,894	555
	1,081	1,040	41
	4,803	3,699	1,104
	4,858	4,576	282
	16,457	15,880	577
	3,980	1,618	2,362
	17,499	6,818	10,681
	2,115	1,864	251
	6,978	6,129	849
	8,473	12,247	-3,774
	4,574	7,441	-2,867
	6,099	10,135	-4,036
	4,701	7,886	-3,185
	2,795	4,305	-1,510
	1,652	3,024	-1,372
	3,303	4,460	-1,157
	5,082	4,960	122
	5,346	6,354	-1,008
	2,380	3,662	-1,282
	1,120	2,343	-1,223
	1,400	2,469	-1,069
	700	1,386	-686
	3,710	7,630	-3,920
	3,010	5,799	-2,789
	5,881	6,809	-928
	1,750	1,891	-141
	2,927	5,184	-2,257
	15,751	24,141	-8,390
	1,115	1,105	10
	1,408	1,566	-158
	3,747	3,527	220
	8,952	2,120	6,832
	8,790	1,767	7,023
	4,755	3,979	776
	4,638	3,522	1,116
	6,183	5,436	747
	13,103	8,520	4,583
	1,178	1,027	151
	10,490	9,193	1,297
	1,991	1,454	537
	6,662	5,678	984
	361	361
	2,056	2,204	-148
	339	267	72
	430	625	-195
	1,766	2,395	-629
	543	804	-261
	838	896	-58
	589	945	-356
	2,134	2,404	-270
	141	184	-43
	2,157	3,292	-1,135
	4,702	2,856	1,846
	649	435	214
	10,949	10,393	556
	186,829	170,583	16,246
	205,755	160,058	45,697
	450,380	347,210	103,170
	235,815	207,382	28,433
	230,114	200,272	29,842
	107,092	88,859	18,233
	2,309	1,804	505
	6,926	5,670	1,256
	61,612	48,194	13,418
	99,666	81,349	18,317
	604	547	57
	1,293	1,313	-20
	1,509	1,533	-24
	647	623	24
	43,968	44,053	-85
	188,051	170,443	17,608
	13,528	12,564	964
	37,778	34,266	3,512
	708	670	38
	46,709	40,634	6,075
	41,990	33,680	8,310
	3,788	3,530	258
	9,105	9,134	-29
	3,817	3,746	71
	82,262	80,263	1,999
	4,564	4,389	175
	79,638	72,505	7,133
	9,802	8,778	1,024
	39,232	42,106	-2,874
	22,260	19,997	2,263
	93,132	95,120	-1,988
	19,163	11,124	8,039
	37,389	18,691	18,698
	14,917	8,173	6,744
	4,917	2,499	2,418
	34,113	16,800	17,313
	35,176	19,287	15,889
	40,108	19,056	21,052
	47,412	47,199	213
	2,668	2,563	105
	95,976	96,417	-441
	11,235	10,562	673
	12,044	11,736	308
	77,634	75,650	1,984
	199,646	182,811	16,835
	181,877	170,311	11,566
	12,031	10,449	1,582
	9,918	8,612	1,306
	75,978	66,478	9,500
	20,982	17,853	3,129
	158,324	126,120	32,204
	17,437	12,405	5,032
	100,867	71,391	29,476
	45,670	30,891	14,779
	6,390	4,257	2,133
	11,901	10,312	1,589
	38,306	31,614	6,692
	11,445	9,129	2,316
	33,187	35,131	-1,944
	155,534	155,725	-191
	47,636	46,328	1,308
	8,507	7,498	1,009
	15,986	14,381	1,605
	6,085	5,737	348
	26,367	24,563	1,804
	22,790	22,686	104
	10,737	9,299	1,438
	51,861	49,772	2,089
	54,638	52,661	1,977
	50,628	49,327	1,301
	150,937	149,887	1,050
	43,128	43,076	52
	48,019	48,067	-48
	122,401	122,445	-44
	22,517	22,468	49
	50,361	40,997	9,364
	143,296	111,290	32,006
	8,609	7,875	734
	3,163	2,919	244
	3,787	3,131	656
	83,153	68,738	14,415
	1,581	1,437	144
	2,664	2,339	325
	791	707	84
	2,289	2,197	92
	5,077	4,771	306
	4,671	1,503	3,168
	27,483	27,918	-435
	6,871	7,203	-332
	13,896	9,228	4,668
	4,159	3,721	438
	657	433	224
	5,253	4,787	466
	3,940	3,894	46
	1,747	1,731	16
	1,310	1,375	-65
	9,823	6,389	3,434
	5,755	3,529	2,226
	15,893	7,684	8,209
	18,777	2,577	16,200
	12,394	9,709	2,685
	4,522	2,976	1,546
	3,324	2,339	985
	1,464	1,470	-6
	22,914	20,944	1,970
	7,394	6,434	960
	12,665	10,417	2,248
	14,742	13,491	1,251
	6,450	5,491	959
	1,945	1,721	224
	2,349	2,313	36
	4,595	4,076	519
	467	92	375
	12,376	2,501	9,875
	5,988	3,570	2,418
	1,069	1,042	27
	3,274	1,543	1,731
	15,708	7,256	8,452
	838	426	412
	5,721	2,877	2,844
	4,204	2,131	2,073
	10,930	6,140	4,790
	1,051	822	229
	6,726	4,279	2,447
	1,858	1,371	487
	5,136	2,952	2,184
	10,900	6,246	4,654
	4,419	2,807	1,612
	4,713	3,024	1,689
	5,432	2,651	2,781
	4,225	2,646	1,579
	27,613	21,680	5,933
	2,263	2,032	231
	4,618	3,388	1,230
	1,385	1,129	256
	3,054	1,200	1,854
	13,418	5,108	8,310
	10,760	4,217	6,543
	2,402	891	1,511
	3,573	3,139	434
	2,934	2,612	322
	5,871	5,490	381
	17,192	15,209	1,983
	6,765	6,813	-48
	814	780	34
	1,041	1,011	30
	1,712	2,077	-365
	1,659	2,075	-416
	1,341	2,087	-746
	1,284	1,719	-435
	1,260	1,719	-459
	630	859	-229
	16,381	22,347	-5,966
	630	649	-19
	2,520	3,411	-891
	2,520	2,673	-153
	15,833	21,473	-5,640
	1,319	1,789	-470
	2,639	3,449	-810
	1,979	2,658	-679
	2,639	2,771	-132
	3,298	3,147	151
	1,321	1,437	-116
	4,866	5,045	-179
	14,597	14,859	-262
	2,919	2,987	-68
	11,678	12,109	-431
	6,812	6,790	22
	7,785	8,063	-278
	3,893	4,014	-121
	6,812	6,665	147
	30,477	32,615	-2,138
	17,818	18,778	-960
	938	975	-37
	5,627	5,804	-177
	938	988	-50
	7,502	7,901	-399
	8,440	8,134	306
	8,440	8,307	133
	973	978	-5
	30,156	30,304	-148
	27,556	27,371	185
	24,603	24,439	164
	6,929	6,843	86
	7,919	7,621	298
	4,950	4,840	110
	12,869	12,558	311
	3,960	3,810	150
	987	976	11
	18,758	18,861	-103
	6,911	6,806	105
	35,967	36,255	-288
	2,023	1,991	32
	27,631	27,417	214
	1,036	990	46
	1,018	1,008	10
	9,861	4,918	4,943
	986	475	511
	2,925	1,757	1,168
	4,095	2,077	2,018
	8,775	3,127	5,648
	4,095	1,721	2,374
	2,057	2,061	-4
	15,769	14,210	1,559
	7,766	6,860	906
	5,917	5,299	618
	20,621	18,308	2,313
	937	908	29
	12,915	11,357	1,558
	11,123	9,602	1,521
	7,243	5,706	1,537
	212	221	-9
	10,400	9,154	1,246
	14,072	14,383	-311
	3,181	3,245	-64
	723	730	-7
	506	521	-15
	3,110	2,352	758
	10,988	8,208	2,780
	3,349	2,309	1,040
	7,473	7,326	147
	16,492	14,821	1,671
	11,577	9,716	1,861
	5,376	3,432	1,944
	7,143	4,500	2,643
	3,501	2,204	1,297
	14,075	10,895	3,180
	1,711	1,555	156
	6,846	5,778	1,068
	3,241	2,486	755
	19,023	32,075	-13,052
	5,130	9,116	-3,986
	4,180	6,395	-2,215
	6,468	7,117	-649
	33,393	35,755	-2,362
	6,873	6,792	81
	3,452	4,718	-1,266
	4,762	7,347	-2,585
	6,534	11,458	-4,924
	9,690	16,849	-7,159
	1,827	3,321	-1,494
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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			1,859
b			879
c			424
d			9,027
e			15,375
			2,258
			4,135
			2,719
			1,878
			6,453
			4,630
			2,521
			8,448
			9,083
			9,397
			2,210
			10,671
			687
			3,321
			1,814
			289
			67
			-49
			-24
			93
			-179
			-249
			-90
			-108
			-36
			238
			388
			4,578
			670
			2,963
			123
			1,197
			3,635
			3,268
			555
			41
			1,104
			282
			577
			2,362
			10,681
			251
			849
			-3,774
			-2,867
			-4,036
			-3,185
			-1,510
			-1,372
			-1,157
			122
			-1,008
			-1,282
			-1,223
			-1,069
			-686
			-3,920
			-2,789
			-928
			-141
			-2,257
			-8,390
			10
			-158
			220
			6,832
			7,023
			776
			1,116
			747
			4,583
			151
			1,297
			537
			984

			-148
			72
			-195
			-629
			-261
			-58
			-356
			-270
			-43
			-1,135
			1,846
			214
			556
			16,246
			45,697
			103,170
			28,433
			29,842
			18,233
			505
			1,256
			13,418
			18,317
			57
			-20
			-24
			24
			-85
			17,608
			964
			3,512
			38
			6,075
			8,310
			258
			-29
			71
			1,999
			175
			7,133
			1,024
			-2,874
			2,263
			-1,988
			8,039
			18,698
			6,744
			2,418
			17,313
			15,889
			21,052
			213
			105
			-441
			673
			308
			1,984
			16,835
			11,566
			1,582
			1,306
			9,500
			3,129
			32,204
			5,032
			29,476
			14,779
			2,133
			1,589
			6,692
			2,316
			-1,944
			-191
			1,308
			1,009
			1,605
			348
			1,804
			104
			1,438
			2,089
			1,977
			1,301
			1,050
			52
			-48
			-44
			49
			9,364
			32,006
			734
			244
			656
			14,415
			144
			325
			84
			92
			306
			3,168
			-435
			-332
			4,668
			438
			224
			466
			46
			16
			-65
			3,434
			2,226
			8,209
			16,200
			2,685
			1,546
			985
			-6
			1,970
			960
			2,248
			1,251
			959
			224
			36
			519
			375
			9,875
			2,418
			27
			1,731
			8,452
			412
			2,844
			2,073
			4,790
			229
			2,447
			487
			2,184
			4,654
			1,612
			1,689
			2,781
			1,579
			5,933
			231
			1,230
			256
			1,854
			8,310
			6,543
			1,511
			434
			322
			381
			1,983
			-48
			34
			30
			-365
			-416
			-746
			-435
			-459
			-229
			-5,966
			-19
			-891
			-153
			-5,640
			-470
			-810
			-679
			-132
			151
			-116
			-179
			-262
			-68
			-431
			22
			-278
			-121
			147
			-2,138
			-960
			-37
			-177
			-50
			-399
			306
			133
			-5
			-148
			185
			164
			86
			298
			110
			311
			150
			11
			-103
			105
			-288
			32
			214
			46
			10
			4,943
			511
			1,168
			2,018
			5,648
			2,374
			-4
			1,559
			906
			618
			2,313
			29
			1,558
			1,521
			1,537
			-9
			1,246
			-311
			-64
			-7
			-15
			758
			2,780
			1,040
			147
			1,671
			1,861
			1,944
			2,643
			1,297
			3,180
			156
			1,068
			755
			-13,052
			-3,986
			-2,215
			-649
			-2,362
			81
			-1,266
			-2,585
			-4,924
			-7,159
			-1,494

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	852,456
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

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

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	13,621
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	13,621
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	13,621
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	17,427
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

7	Total credits and payments. Add lines 6a through 6d..............		7	17,427
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	3,806
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax3,806	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

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

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

The books are in care of right arrow

BANK OF AMERICA NA Telephone no. right arrow

(888) 866-3275

Located at right arrow

PO BOX 1532 AFTPENNINGTONNJ ZIP+4 right arrow

08534

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

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

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

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

16 No

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

Form 990-PF (2024)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

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

Yes

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

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

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

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

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

1a(5)

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

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

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

1a(6)

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

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

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

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

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

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

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

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

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

If "Yes," list the years right arrow

20, 20, 20, 20

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

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

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

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

20, 20, 20, 20

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

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

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

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

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

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

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

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

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

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

Form 990-PF (2024)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

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

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

5a(2)

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

5a(3)

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

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

5a(4)

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

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

5a(5)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Part VII

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

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

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
SARAH BIGELOW SOUTTER	DIRECTOR PRESIDENT 4	0
9808 MANDUS OLSEN ROAD BAINBRIDGE,WA98110	DIRECTOR PRESIDENT 4	0
MICHAEL JULIAN COSMAN	VICE PRESIDENT 2	0
59 CHATHAM AVE PAREMOREMO,ALBANY0752 NZ	VICE PRESIDENT 2	0
JACQUELINNE WATKIN COSMAN	SECRETARY 2	0
59 CHATHAM AVE PAREMOREMO,ALBANY0752 NZ	SECRETARY 2	0

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


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









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

Form 990-PF (2024)

Page 7

Part VII

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

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

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

Part VIII-A

Summary of Direct Charitable Activities

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


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

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


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

9,887,371

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

279,738

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

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

10,167,109

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

10,167,109

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

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

152,507

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

10,014,602

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

500,730

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part IX, line 6..................

500,730

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

13,621

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

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

13,621

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

487,109

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

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

487,109

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

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

487,109

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

444,914

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

444,914

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					487,109
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				359,167
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......	0
b From 2020......	0
c From 2021......	0
d From 2022......	0
e From 2023......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 444,914
a Applied to 2023, but not more than line 2a				359,167
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.....					85,747
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 ..........					401,362
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....	0
b Excess from 2021....	0
c Excess from 2022....	0
d Excess from 2023....	0
e Excess from 2024....	0

Form 990-PF (2024)

Page 10

Part XIII

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

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

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

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

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

Part XIV

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

1Information Regarding Foundation Managers:

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

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

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

Check here right arrow

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

aThe name, address, and telephone number or 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)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
TRUSTEES OF TUFTS COLLEGE 169 HOLLAND STREET SOMERVILLE,MA02155	N/A	PC	SCHOLARSHIPS	10,000
UNION OF CONCERNED SCIENTISTS INC TWO BRATTLE SQUARE CAMBRIDGE,MA02138	N/A	PC	UNRESTRICTED GENERAL	25,000
CARE INC 151 ELLIS STREET NE ATLANTA,GA30303	N/A	PC	UNRESTRICTED GENERAL	13,000
NATURAL RESOURCES DEFENSE COUNCIL INC 40 WEST 20TH STREET NEW YORK,NY10011	N/A	PC	UNRESTRICTED GENERAL	35,000
EARTH ECONOMICS 107 N TACOMA AVENUE TACOMA,WA98403	N/A	PC	UNRESTRICTED GENERAL	60,000
SUSTAINABLE PATH FOUNDATION 107 SPRING STREET SEATTLE,WA98104	N/A	PC	UNRESTRICTED GENERAL	20,000
AFRICAN WILDLIFE FOUNDATION 1100 NEW JERSEY AVENUE WASHINGTON,DC20003	N/A	PC	UNRESTRICTED GENERAL	6,000
NATIONAL PARK FOUNDATION 1110 VERMONT AVENUE NW WASHINGTON,DC20005	N/A	PC	UNRESTRICTED GENERAL	13,000
WORLD WILDLIFE FUND INC 1250 24TH STREET NW WASHINGTON,DC20037	N/A	PC	UNRESTRICTED GENERAL	17,000
SIGHTLINE INSTITUTE 1402 THIRD AVENUE SUITE 500 SEATTLE,WA98101	N/A	PC	UNRESTRICTED GENERAL	16,000
NATIONAL PARKS CONSERVATION ASSOCIATION 777 6TH STREET NW WASHINGTON,WA20001	N/A	PC	UNRESTRICTED GENERAL	13,000
SOUTHERN POVERTY LAW CENTER INC 400 WASHINTON AVENUE MONTGOMERY,AL36104	N/A	PC	UNRESTRICTED GENERAL	10,000
CENTER FOR SUSTAINABLE INFRASTRUCTURE 120 STATE AVENUE NE OLYMPIA,WA985011131	N/A	PC	UNRESTRICTED GENERAL	16,000
ASYLUM SEEKER ADVOCACY PROJECT 40 RECTOR STREET NEW YORK,NY10006	N/A	PC	UNRESTRICTED GENERAL	7,000
INSTITUTE FOR WASHINGTON'S FUTURE 2720 VALENCIA STREET BELLINGHAM,WA982263752	N/A	PC	UNRESTRICTED GENERAL	5,000
CLIMATE SOLUTIONS 1402 3RD AVENUE SEATTLE,WA98101	N/A	PC	UNRESTRICTED GENERAL	22,000
MERCY CORPS 45 SW ANKENY STREET PORTLAND,OR97204	N/A	PC	UNRESTRICTED GENERAL	13,000
TOXIC FREE FUTURE 4649 SUNNYSIDE AVENUE N SEATTLE,WA98103	N/A	PC	UNRESTRICTED GENERAL	13,000
RE SOURCES 2309 MERIDIAN STREET BELLINGHAM,WA982252403	N/A	PC	UNRESTRICTED GENERAL	5,000
BAINBRIDGE ISLAND LAND TRUST PO BOX 10144 BAINBRIDGE ISLAND,WA98110	N/A	PC	UNRESTRICTED GENERAL	10,000
COLUMBIA RIVERKEEPER 100 N HOWARD STREET SPOKANE,WA99201	N/A	PC	UNRESTRICTED GENERAL	6,000
WESTERN ENVIRONMENTAL LAW CENTER 120 SHELTON MCMURPHEY BLVD EUGENE,OR974018718	N/A	PC	UNRESTRICTED GENERAL	9,000
SAVE THE REDWOODS 111 SUTTER STREET 11TH FLOOR SAN FRANCISCO,CA941044541	N/A	PC	UNRESTRICTED GENERAL	5,000
SANTA CLARA UNIVERSITY 500 EL CAMINO REAL SANTA CLARA,CA950504345	N/A	PC	UNRESTRICTED GENERAL	5,000
EARTH JUSTICE 50 CALIFORNIA STREET SAN FRANCISCO,CA10006	N/A	PC	UNRESTRICTED GENERAL	9,000
SOUTHERN UTAH WILDERNESS ALLIANCE 425 EAST 100 SOUTH SALT LAKE CITY,UT84111	N/A	PC	UNRESTRICTED GENERAL	13,000
CONSERVATION NW 1829 10TH AVENUE W SEATTLE,WA98119	N/A	PC	UNRESTRICTED GENERAL	21,000
Total ................................. 3a				397,000

bApproved for future payment

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

Form 990-PF (2024)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	203,049
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	852,456
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) ..				1,055,505

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

1,055,505

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

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

Form 990-PF (2024)

Page 13

Part XVI

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

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

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

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

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

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

If "Yes," complete the following schedule.

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

Sign Here

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

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

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of organization THE COSMAN FAMILY FOUNDATION

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	DAVID COSMAN CLAT 101 S TRYON ST CHARLOTTE, NC28255	$ 420,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Name of organization THE COSMAN FAMILY FOUNDATION		Employer identification number 41-2193117

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Name of Bond	End of Year Book Value	End of Year Fair Market Value
035242AN6 ANHEUSER-BUSCH INBEV	36,714	28,936
61746BEG7 MORGAN STANLEY	36,937	27,558
907818EY0 UNION PACIFIC CORP	34,300	32,112
06406RAN7 BANK OF NY MELLON CO
46647PBT2 JPMORGAN CHASE & CO	73,226	72,596
126650DJ6 CVS HEALTH CORP	63,016	54,958
95000U2S1 WELLS FARGO & COMPAN	34,738	32,964
92343VGH1 VERIZON COMMUNICATIO	70,720	66,209
68389XCH6 ORACLE CORP	62,544	62,933
10373QBU3 BP CAP MARKETS AMERI	33,316	32,867
172967PA3 CITIGROUP INC	33,312	33,555
036752BE2 ELEVANCE HEALTH INC	34,563	32,778
29379VCF8 ENTERPRISE PRODUCTS	33,567	32,887
38141GB29 GOLDMAN SACHS GROUP	35,894	35,786
91159HJR2 US BANCORP	32,359	32,270
91324PFJ6 UNITEDHEALTH GROUP I	69,015	66,106

Name of Stock	End of Year Book Value	End of Year Fair Market Value
50540R409 LABORATORY CORP AMER
30303M102 FACEBOOK INC	41,188	139,937
92826C839 VISA INC
036752103 ANTHEM INC	24,891	29,512
46625H100 J P MORGAN CHASE & C	31,329	70,714
20030N101 COMCAST CORP	49,981	47,738
023135106 AMAZON COM INC	88,769	218,074
91324P102 UNITEDHEALTH GROUP I	23,415	28,834
80105N105 SANOFI-SYNTHELABO	55,239	54,066
02079K107 ALPHABET INC SHS	9,621	18,663
670100205 NOVO NORDISK A/S ADR	21,045	41,806
444859102 HUMANA INC	65,542	50,996
594918104 MICROSOFT CORP COM	85,353	252,057
34959J108 FORTIVE CORP	16,161	17,400
256677105 DOLLAR GENERAL CORP
192446102 COGNIZANT TECHNOLOGY	42,634	53,599
037833100 APPLE INC	50,687	146,997
02079K305 ALPHABET INC SHS	41,452	116,798
256746108 DOLLAR TREE INC
22052L104 DOWDUPONT INC	29,260	36,511
778296103 ROSS STORES INC
45866F104 INTERCONTINENTAL EXC	59,172	78,975
904767704 UNILEVER PLC AMER SH
68902V107 OTIS WORLDWIDE CORP	24,558	30,469
038222105 APPLIED MATERIALS IN
G0750C108 AXALTA COATING SYSTE
171779309 CIENA CORP	58,869	98,040
759351604 REINSURANCE GROUP OF	24,775	42,299
922475108 VEEVA SYS INC
743315103 PROGRESSIVE CORP/THE
05352A100 AVANTOR INC
26484T106 DUN AND BRADSTREET H	25,907	26,764
149123101 CATERPILLAR INC
609207105 MONDELEZ INTERNATION
929089100 VOYA FINL INC SHS
61174X109 MONSTER BEVERAGE SHS
G6095L109 APTIV PLC SHS
007903107 ADVANCED MICRO DEVIC	49,660	50,490
31620R303 FIDELITY NATIONAL FI	24,658	36,435
34965K107 FORTREA HOLDINGS INC
50212V100 LPL FINANCIAL HOLDIN
573874104 MARVELL TECH INC	65,878	107,468
595112103 MICRON TECHNOLOGY	34,669	38,461
830566105 SKECHERS U S A INC	29,973	37,520
835699307 SONY CORP ADR AMERN	72,764	86,439
87256C101 TKO GROUP HOLDINGS I	20,928	46,612
88033G407 TENET HEALTHCARE COR	19,440	40,899
883556102 THERMO FISHER SCIENT	43,722	40,058
92343V104 VERIZON COMMUNICATIO
989207105 ZEBRA TECHNOLOGIES C	34,439	54,843
G0176J109 ALLEGION PLC SHS
G5960L103 MEDTRONIC PLC SHS
009158106 AIR PRODUCTS & CHEMI	76,672	78,021
11135F101 BROADCOM INC	55,144	69,552
14149Y108 CARDINAL HEALTH INC	53,035	63,866
22822V101 CROWN CASTLE INTERNA	49,447	44,835
254709108 DISCOVER FINANCIAL S	46,302	63,922
285512109 ELECTRONIC ARTS	53,292	57,496
438516106 HONEYWELL INTERNATIO	64,136	69,574
67066G104 NVIDIA CORP	78,882	117,101
75513E101 RAYTHEON TECHNOLOGIE	28,977	36,683
75734B100 REDDIT INC REG SHS-A	16,374	15,690
78409V104 S&P GLOBAL INC	15,654	15,439
78467J100 SS&C TECHNOLOGIES HO	40,485	39,936
90353T100 UBER TECHNOLOGIES IN	30,042	26,360
929740108 WABTEC CORP	37,782	48,535

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
464288588 ISHARES MBS ETF	AT COST	258,421	257,988
464288885 ISHARES MSCI EAFE GR	AT COST	652,516	650,794
46435G425 ISHARES MSCI USA ESG
464288877 ISHARES MSCI EAFE VA	AT COST	688,484	671,144
464287200 ISHARES CORE S&P 500
46432F396 ISHARES EDGE MSCI US	AT COST	356,771	405,770
46435U713 ISHARES TR
464287721 ISHARES US TECHNOLOG	AT COST	224,610	302,131
464287101 ISHARES S&P 100 ETF
464287242 ISHARES IBOXX INVEST
464287309 ISHARES S&P 500 GROW	AT COST	437,672	530,393
464287341 ISHARES GLOBAL ENERG
464287432 ISHARES 20 YEAR TREA	AT COST	105,432	100,517
46432F339 ISHARES EDGE MSCI US	AT COST	725,054	913,550
46434G103 ISHARES CORE MSCI EM	AT COST	182,386	179,271
46434G764 ISHARES INC MSCI	AT COST	360,820	355,379
46434V860 ISHARES TREASURY FLO
092528603 BLACKROCK FLEXIBLE I	AT COST	314,487	308,479
46138E339 INVESCO S AND P 500	AT COST	207,666	203,321
464287408 ISHARES S&P 500 VALU	AT COST	376,253	407,911
464288281 ISHARES JP MORGAN US	AT COST	101,252	101,951


Name of organization THE COSMAN FAMILY FOUNDATION			Employer identification number 41-2193117
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

Description	Amount
COST BASIS ADJUSTMENT	1,163
INCOME ADJUSTMENT	146
ACCRUED INCOME	385

Category	Amount	Net Investment Income
FOREIGN TAXES	3,331	3,331
EXCISE TAX ESTIMATES	11,359	0
FOREIGN TAXES ON NONQUALIFIED	1,104	1,104