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
TOM AND JULIE WOOD FAMILY FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)9820 ASSOCIATION COURT
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
INDIANAPOLIS, IN46280

A Employer identification number

27-4826335

B Telephone number (see instructions)

(317) 688-6534

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

$49,049,007J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

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


1	Contributions, gifts, grants, etc., received (attach schedule)	2,533,146
2	Check .............
3	Interest on savings and temporary cash investments	133,443		133,443
4	Dividends and interest from securities...	1,223,249		1,223,249
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		8,481,716
b	Gross sales price for all assets on line 6a 22,331,941
7	Capital gain net income (from Part IV, line 2)...			8,481,716
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........	12,371,554		9,838,408
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	20,000	20,000	0
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	261,471	261,471	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	71,305	0	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	499,835	0	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	852,611		281,471	0
25	Contributions, gifts, grants paid.......	20,556,260			20,556,260
26	Total expenses and disbursements. Add lines 24 and 25	21,408,871		281,471	20,556,260
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-9,037,317
b	Net investment income (if negative, enter -0-)			9,556,937
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

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

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	-1
	2	Savings and temporary cash investments.........	1,268,752	524,707	524,707
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	6,751,254	List of Attached Documents: // Content 6,248,212	10,026,342
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	33,241,970	List of Attached Documents: // Content 25,863,916	38,497,957
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 277,141	List of Attached Documents: // Content 1	List of Attached Documents: // Content 1
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	41,539,116	32,636,836	49,049,007
	17	Accounts payable and accrued expenses..........	20,000
	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 )	List of Attached Documents: // Content 0	List of Attached Documents: // Content 155,037
	23	Total liabilities (add lines 17 through 22).........	20,000	155,037
		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........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	41,519,116	32,481,799
	29	Total net assets or fund balances (see instructions).....	41,519,116	32,481,799
	30	Total liabilities and net assets/fund balances (see instructions).	41,539,116	32,636,836

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

41,519,116

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

-9,037,317

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

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

32,481,799

Decreases not included in line 2 (itemize) right arrow

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

32,481,799

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	ALLSTATE CORP DEL COM	P	2023-10-25	2024-12-04
b	AMER EXPRESS COMPANY	P	2022-03-08	2024-12-04
c	AMN ELEC POWER CO	P	2021-11-02	2024-08-07
d	AMN ELEC POWER CO	P	2021-10-13	2024-08-07
e	AMN ELEC POWER CO	P	2021-09-17	2024-08-07
	AMN ELEC POWER CO	P	2021-09-10	2024-08-07
	AMN ELEC POWER CO	P	2021-09-03	2024-08-07
	AMN ELEC POWER CO	P	2021-09-03	2024-08-07
	AMN ELEC POWER CO	P	2021-02-04	2024-08-07
	AMN ELEC POWER CO	P	2020-07-20	2024-08-07
	AMN ELEC POWER CO	P	2020-01-13	2024-08-07
	AMN ELEC POWER CO	P	2019-10-17	2024-08-07
	AMN ELEC POWER CO	P	2019-04-15	2024-08-07
	AMN ELEC POWER CO	P	2018-03-01	2024-08-07
	AMN ELEC POWER CO	P	2017-03-22	2024-08-07
	AMN ELEC POWER CO	P	2016-10-03	2024-08-07
	AMN ELEC POWER CO	P	2016-08-03	2024-08-07
	AMN ELEC POWER CO	P	2015-12-03	2024-08-07
	AMN ELEC POWER CO	P	2015-11-24	2024-08-07
	AMN ELEC POWER CO	P	2015-08-04	2024-08-07
	AMN ELEC POWER CO	P	2014-10-02	2024-08-07
	AMN ELEC POWER CO	P	2014-09-23	2024-08-07
	AMN ELEC POWER CO	P	2014-07-31	2024-08-07
	AMN ELEC POWER CO	P	2014-07-31	2024-08-07
	AMN ELEC POWER CO	P	2014-07-23	2024-08-07
	AMN ELEC POWER CO	P	2014-07-15	2024-08-07
	AMN ELEC POWER CO	P	2014-07-15	2024-08-07
	AMN ELEC POWER CO	P	2014-05-15	2024-08-07
	AMN ELEC POWER CO	P	2014-05-15	2024-08-07
	AMN ELEC POWER CO	P	2013-11-13	2024-08-07
	AMN ELEC POWER CO	P	2013-11-13	2024-08-07
	APPLIED MATERIAL INC	P	2022-10-25	2024-03-08
	APPLIED MATERIAL INC	P	2021-02-04	2024-03-08
	APPLIED MATERIAL INC	P	2020-12-09	2024-03-08
	ASTRAZENECA PLC SPND ADR	P	2023-07-13	2024-12-04
	BLUE OWL CAP INC	P	2023-09-15	2024-12-04
	BROADCOM INC	P	2023-02-10	2024-03-08
	BROADCOM INC	P	2023-01-19	2024-03-08
	BROADCOM INC	P	2022-12-20	2024-03-08
	BROADCOM INC	P	2022-10-25	2024-03-08
	BROADCOM INC	P	2022-06-27	2024-03-08
	CHEVRON CORP	P	2021-09-17	2024-08-14
	CHEVRON CORP	P	2021-09-10	2024-08-14
	CHEVRON CORP	P	2021-09-03	2024-08-14
	CHEVRON CORP	P	2021-09-03	2024-08-14
	CHEVRON CORP	P	2021-05-19	2024-08-14
	CHEVRON CORP	P	2020-09-02	2024-08-14
	CHEVRON CORP	P	2020-09-02	2024-08-14
	COSTCO WHOLESALE CRP DEL	P	2022-02-28	2024-03-08
	COSTCO WHOLESALE CRP DEL	P	2021-11-02	2024-03-08
	COSTCO WHOLESALE CRP DEL	P	2021-10-13	2024-03-08
	COSTCO WHOLESALE CRP DEL	P	2021-09-20	2024-03-08
	CVS HEALTH CORP	P	2020-03-13	2024-05-08
	CVS HEALTH CORP	P	2019-04-18	2024-05-08
	DEERE CO	P	2022-03-08	2024-05-29
	DIGITAL RLTY TR INC	P	2023-06-22	2024-12-04
	EATON CORP PLC	P	2023-02-10	2024-03-08
	EATON CORP PLC	P	2021-09-17	2024-03-08
	EATON CORP PLC	P	2021-02-10	2024-03-08
	ELI LILLY & CO	P	2023-02-10	2024-03-08
	ELI LILLY & CO	P	2023-01-19	2024-03-08
	ELI LILLY & CO	P	2022-12-20	2024-03-08
	ELI LILLY & CO	P	2022-10-25	2024-03-08
	ELI LILLY & CO	P	2022-09-09	2024-03-08
	EMERSON ELEC CO	P	2020-03-10	2024-12-04
	ENTERGY CORP NEW	P	2020-07-09	2024-12-04
	EXELON CORPORATION	P	2022-11-03	2024-03-27
	EXXON MOBIL CORP COM	P	2022-01-14	2024-12-04
	INTL BUSINESS MACHINES	P	2023-03-16	2024-12-04
	INTUITIVE SURGICAL INC	P	2023-02-10	2024-03-08
	INTUITIVE SURGICAL INC	P	2023-01-19	2024-03-08
	INTUITIVE SURGICAL INC	P	2022-12-20	2024-03-08
	INTUITIVE SURGICAL INC	P	2022-10-25	2024-03-08
	INTUITIVE SURGICAL INC	P	2022-06-27	2024-03-08
	ISHARES BROAD USD INVST	P	2023-09-27	2024-12-04
	ISHARES MBS ETF	P	2023-09-27	2024-12-04
	ISHARES PREFERRED	P	2023-10-24	2024-12-04
	JOHNSON AND JOHNSON COM	P	2021-09-17	2024-09-11
	JOHNSON AND JOHNSON COM	P	2021-09-03	2024-09-11
	JOHNSON AND JOHNSON COM	P	2021-05-19	2024-09-11
	JOHNSON AND JOHNSON COM	P	2020-10-19	2024-09-11
	JPMORGAN CHASE & CO	P	2014-10-07	2024-12-04
	KINDER MORGAN INC. DEL	P	2020-10-28	2024-12-04
	KINDER MORGAN INC. DEL	P	2020-10-28	2024-12-04
	LOCKHEED MARTIN CORP	P	2014-01-14	2024-12-04
	MCDONALDS CORP COM	P	2017-03-22	2024-12-04
	MCDONALDS CORP COM	P	2016-10-03	2024-12-04
	MICROCHIP TECHNOLOGY INC	P	2021-09-17	2024-09-25
	MICROCHIP TECHNOLOGY INC	P	2021-09-03	2024-09-25
	MICROCHIP TECHNOLOGY INC	P	2021-05-19	2024-09-25
	MICROCHIP TECHNOLOGY INC	P	2020-03-10	2024-09-25
	MICROSOFT CORP	P	2023-02-10	2024-03-08
	MICROSOFT CORP	P	2023-01-19	2024-03-08
	MICROSOFT CORP	P	2022-12-20	2024-03-08
	MICROSOFT CORP	P	2022-02-28	2024-03-08
	MICROSOFT CORP	P	2022-02-24	2024-03-08
	MICROSOFT CORP	P	2022-02-09	2024-03-08
	MICROSOFT CORP	P	2020-01-08	2024-03-08
	NEXTERA ENERGY INC SHS	P	2013-07-09	2024-12-04
	PEPSICO INC	P	2018-06-25	2024-12-04
	PRINCIPAL FINANCIAL GRP	P	2022-03-08	2024-12-04
	PROCTER & GAMBLE CO	P	2021-05-19	2024-12-04
	PROGRESSIVE CRP OHIO	P	2022-10-25	2024-03-08
	PROGRESSIVE CRP OHIO	P	2022-06-27	2024-03-08
	QUALCOMM INC	P	2020-04-14	2024-12-04
	SCHWAB INTERMEDIATE-TERM	P	2023-09-27	2024-12-04
	SIMON PROPERTY GROUP DEL	P	2023-03-16	2024-12-04
	SPDR PORTFOLIO INTERMEDI	P	2023-05-09	2024-12-04
	TOYOTA MOTOR CORP ADR	P	2021-11-02	2024-03-08
	TOYOTA MOTOR CORP ADR	P	2021-10-13	2024-03-08
	TOYOTA MOTOR CORP ADR	P	2020-07-20	2024-03-08
	TOYOTA MOTOR CORP ADR	P	2020-01-13	2024-03-08
	TOYOTA MOTOR CORP ADR	P	2019-10-17	2024-03-08
	TOYOTA MOTOR CORP ADR	P	2019-08-15	2024-03-08
	TRUIST FINL CORP	P	2023-09-14	2024-12-04
	UNITED PARCEL SVC CL B	P	2021-10-13	2024-02-14
	UNITED PARCEL SVC CL B	P	2021-09-17	2024-02-14
	UNITED PARCEL SVC CL B	P	2020-01-31	2024-02-14
	UNITED PARCEL SVC CL B	P	2020-01-13	2024-02-14
	UNITED PARCEL SVC CL B	P	2020-01-09	2024-02-14
	WALMART INC	P	2018-10-25	2024-12-04
	WELLS FARGO & CO	P	2023-05-08	2024-12-04
	WILLIAMS COMPANIES DEL	P	2021-10-04	2024-12-04
	ALPHABET INC SHS CL A	P	2024-05-29	2024-12-04
	BECTON DICKINSON CO	P	2023-06-07	2024-05-29
	BROADCOM INC	P	2023-05-10	2024-03-08
	COMCAST CORP NEW CL A	P	2024-05-29	2024-12-04
	CONSOLIDATED EDISON INC	P	2024-01-10	2024-12-04
	EATON CORP PLC	P	2024-10-16	2024-12-04
	EATON CORP PLC	P	2023-12-12	2024-03-08
	EATON CORP PLC	P	2023-09-20	2024-03-08
	EATON CORP PLC	P	2023-05-10	2024-03-08
	FREEPORT-MCMORAN INC	P	2024-05-01	2024-11-20
	GILEAD SCIENCES INC COM	P	2023-12-06	2024-05-01
	HCA HEALTHCARE INC	P	2024-01-10	2024-12-04
	HP INC	P	2024-01-10	2024-12-04
	INTRPUBLIC GRP OF CO	P	2024-01-10	2024-11-20
	INTUITIVE SURGICAL INC	P	2023-12-12	2024-03-08
	INTUITIVE SURGICAL INC	P	2023-09-20	2024-03-08
	INTUITIVE SURGICAL INC	P	2023-05-10	2024-03-08
	ISHARES CORE HIGH	P	2024-11-20	2024-12-04
	ISHARES CORE HIGH	P	2024-11-20	2024-12-23
	JANUS HENDERSON AAA	P	2024-09-25	2024-12-04
	KRAFT (THE) HEINZ CO SHS	P	2024-01-10	2024-11-20
	LOWE'S COMPANIES INC	P	2024-02-14	2024-12-04
	MAGNA INTL INC CL A VTG	P	2024-01-11	2024-08-07
	MAGNA INTL INC CL A VTG	P	2024-01-10	2024-08-07
	MEDTRONIC PLC SHS	P	2024-01-10	2024-12-04
	MICROSOFT CORP	P	2024-05-29	2024-12-04
	PUB SVC ENTERPRISE GRP	P	2024-08-07	2024-12-04
	REALTY INCM CRP MD PV$1.	P	2024-01-10	2024-12-04
	RTX CORP	P	2024-08-14	2024-12-04
	SCHWAB US DIVIDEND EQTY	P	2023-11-02	2024-01-10
	TARGET CORP COM	P	2024-08-07	2024-12-04
	TARGET CORP COM	P	2024-03-27	2024-05-22
	TEXAS INSTRUMENTS	P	2024-05-22	2024-12-04
	VANGUARD LONG-TERM CORP	P	2024-05-08	2024-12-04
	XCEL ENERGY INC	P	2024-09-11	2024-12-04
	NOVO NORDISK A S ADR	P	2024-06-12	2024-10-11
	ADOBE INC	P	2016-01-08	2024-01-19
	ADOBE INC	P	2016-01-08	2024-10-11
	ADOBE INC	P	2016-01-08	2024-12-04
	ALPHABET INC SHS CL A	P	2017-09-06	2024-12-04
	ALPHABET INC SHS CL A	P	2017-08-23	2024-10-11
	ALPHABET INC SHS CL A	P	2017-08-23	2024-12-04
	ALPHABET INC SHS CL A	P	2017-08-09	2024-01-19
	ALPHABET INC SHS CL A	P	2017-08-09	2024-10-11
	ALPHABET INC SHS CL C	P	2019-04-15	2024-12-04
	ALPHABET INC SHS CL C	P	2019-03-28	2024-10-11
	ALPHABET INC SHS CL C	P	2019-03-28	2024-12-04
	ALPHABET INC SHS CL C	P	2019-01-30	2024-10-11
	ALPHABET INC SHS CL C	P	2018-03-01	2024-01-19
	ALPHABET INC SHS CL C	P	2018-03-01	2024-10-11
	AMAZON COM INC COM	P	2014-10-03	2024-01-19
	AMAZON COM INC COM	P	2014-10-03	2024-10-11
	AMAZON COM INC COM	P	2014-10-03	2024-12-04
	AMERICAN TOWER REIT INC	P	2017-08-23	2024-12-04
	AMERICAN TOWER REIT INC	P	2017-08-09	2024-10-11
	AMERICAN TOWER REIT INC	P	2017-08-09	2024-12-04
	AMERICAN TOWER REIT INC	P	2015-08-11	2024-10-11
	AMERICAN TOWER REIT INC	P	2014-10-03	2024-10-11
	AMERICAN TOWER REIT INC	P	2014-04-01	2024-01-19
	AMERICAN TOWER REIT INC	P	2014-04-01	2024-10-11
	APPLE INC	P	2020-07-20	2024-12-04
	APPLE INC	P	2019-01-09	2024-10-11
	APPLE INC	P	2019-01-09	2024-12-04
	APPLE INC	P	2016-06-27	2024-01-19
	APPLE INC	P	2016-06-27	2024-10-11
	APPLIED MATERIAL INC	P	2020-12-09	2024-01-19
	APPLIED MATERIAL INC	P	2020-12-09	2024-10-11
	APPLIED MATERIAL INC	P	2020-12-09	2024-12-04
	ASML HLDG NV NY REG SHS	P	2019-05-23	2024-01-19
	ASML HLDG NV NY REG SHS	P	2019-05-23	2024-10-11
	ASML HLDG NV NY REG SHS	P	2019-05-23	2024-12-04
	BLACKROCK INC	P	2014-10-03	2024-01-19
	BLACKROCK INC REG SHS	P	2018-03-01	2024-12-04
	BLACKROCK INC REG SHS	P	2017-09-06	2024-10-11
	BLACKROCK INC REG SHS	P	2017-09-06	2024-12-04
	BLACKROCK INC REG SHS	P	2015-08-11	2024-10-11
	BLACKROCK INC REG SHS	P	2014-10-03	2024-10-11
	BLUE OWL CAP INC	P	2023-09-15	2024-10-11
	BLUE OWL CAP INC	P	2023-09-15	2024-12-04
	BROADCOM INC	P	2017-08-23	2024-12-04
	BROADCOM INC	P	2017-08-09	2024-10-11
	BROADCOM INC	P	2017-08-09	2024-12-04
	BROADCOM INC	P	2017-07-27	2024-01-19
	BROADCOM INC	P	2017-07-27	2024-10-11
	CHENIERE ENERGY	P	2022-05-10	2024-01-19
	CHENIERE ENERGY	P	2022-05-10	2024-10-11
	CHENIERE ENERGY	P	2022-05-10	2024-12-04
	COMCAST CORP NEW CL A	P	2015-08-11	2024-01-19
	COMCAST CORP NEW CL A	P	2015-08-11	2024-10-11
	COMCAST CORP NEW CL A	P	2015-08-11	2024-12-04
	COSTCO WHOLESALE CRP DEL	P	2014-01-24	2024-01-19
	COSTCO WHOLESALE CRP DEL	P	2014-01-24	2024-10-11
	COSTCO WHOLESALE CRP DEL	P	2014-01-24	2024-12-04
	CSX CORP	P	2018-03-01	2024-12-04
	CSX CORP	P	2017-09-06	2024-10-11
	CSX CORP	P	2017-09-06	2024-12-04
	CSX CORP	P	2017-08-23	2024-10-11
	CSX CORP	P	2017-08-09	2024-01-19
	CSX CORP	P	2017-08-09	2024-10-11
	DOMINOS PIZZA INC	P	2019-10-03	2024-01-19
	DOMINOS PIZZA INC	P	2019-10-03	2024-10-11
	DOMINOS PIZZA INC	P	2019-10-03	2024-12-04
	DOVER CORP	P	2017-01-20	2024-01-19
	DOVER CORP	P	2017-01-20	2024-10-11
	DOVER CORP	P	2017-01-20	2024-12-04
	EATON CORP PLC	P	2021-02-10	2024-01-19
	EATON CORP PLC	P	2021-02-10	2024-10-11
	EATON CORP PLC	P	2021-02-10	2024-12-04
	ELI LILLY & CO	P	2022-09-09	2024-01-19
	ELI LILLY & CO	P	2022-09-09	2024-10-11
	ELI LILLY & CO	P	2022-09-09	2024-12-04
	GENL DYNAMICS CORP COM	P	2023-05-08	2024-10-11
	GENL DYNAMICS CORP COM	P	2023-05-08	2024-12-04
	HESS CORP	P	2022-09-26	2024-01-10
	HESS CORP	P	2022-09-26	2024-01-10
	HESS CORP	P	2022-06-27	2024-01-10
	HESS CORP	P	2022-06-23	2024-01-10
	HOME DEPOT INC	P	2017-08-09	2024-12-04
	HOME DEPOT INC	P	2014-10-03	2024-10-11
	HOME DEPOT INC	P	2014-10-03	2024-12-04
	HOME DEPOT INC	P	2013-11-13	2024-10-11
	HOME DEPOT INC	P	2013-08-15	2024-10-11
	HOME DEPOT INC	P	2013-06-20	2024-01-19
	HOME DEPOT INC	P	2013-06-20	2024-10-11
	HONEYWELL INTL INC DEL	P	2017-09-06	2024-12-04
	HONEYWELL INTL INC DEL	P	2017-08-23	2024-10-11
	HONEYWELL INTL INC DEL	P	2017-08-23	2024-12-04
	HONEYWELL INTL INC DEL	P	2017-08-09	2024-10-11
	HONEYWELL INTL INC DEL	P	2016-10-11	2024-10-11
	HONEYWELL INTL INC DEL	P	2014-10-03	2024-01-19
	HONEYWELL INTL INC DEL	P	2014-10-03	2024-10-11
	INTERACTIVE BROKERS GROU	P	2023-04-19	2024-05-08
	INTERCONTINENTAL	P	2018-03-01	2024-12-04
	INTERCONTINENTAL	P	2017-09-06	2024-10-11
	INTERCONTINENTAL	P	2017-09-06	2024-12-04
	INTERCONTINENTAL	P	2017-08-23	2024-01-19
	INTERCONTINENTAL	P	2017-08-23	2024-10-11
	INTUIT INC COM	P	2021-09-03	2024-06-12
	INTUIT INC COM	P	2021-05-19	2024-06-12
	INTUIT INC COM	P	2020-12-24	2024-06-12
	INTUIT INC COM	P	2020-12-10	2024-06-12
	INTUIT INC COM	P	2020-11-25	2024-06-12
	INTUIT INC COM	P	2020-11-11	2024-06-12
	INTUIT INC COM	P	2019-12-13	2024-06-12
	INTUIT INC COM	P	2019-01-15	2024-01-19
	INTUIT INC COM	P	2019-01-15	2024-06-12
	INTUITIVE SURGICAL INC	P	2018-10-23	2024-01-19
	INTUITIVE SURGICAL INC	P	2018-10-23	2024-10-11
	INTUITIVE SURGICAL INC	P	2018-10-23	2024-12-04
	MICROSOFT CORP	P	2019-04-15	2024-12-04
	MICROSOFT CORP	P	2019-03-28	2024-12-04
	MICROSOFT CORP	P	2019-01-30	2024-01-19
	MICROSOFT CORP	P	2019-01-30	2024-10-11
	MICROSOFT CORP	P	2019-01-30	2024-12-04
	NATIONAL GRID PLC SHS	P	2021-09-03	2024-02-28
	NATIONAL GRID PLC SHS	P	2021-05-19	2024-02-28
	NATIONAL GRID PLC SHS	P	2020-12-24	2024-02-28
	NATIONAL GRID PLC SHS	P	2020-12-10	2024-02-28
	NATIONAL GRID PLC SHS	P	2020-11-25	2024-02-28
	NATIONAL GRID PLC SHS	P	2020-11-11	2024-02-28
	NATIONAL GRID PLC SHS	P	2019-05-23	2024-01-19
	NATIONAL GRID PLC SHS	P	2019-05-23	2024-02-28
	NORTHROP GRUMMAN CORP	P	2020-10-26	2024-01-19
	NORTHROP GRUMMAN CORP	P	2020-10-26	2024-10-11
	NORTHROP GRUMMAN CORP	P	2020-10-26	2024-12-04
	NOVARTIS ADR	P	2021-09-03	2024-09-13
	NOVARTIS ADR	P	2021-05-19	2024-09-13
	NOVARTIS ADR	P	2020-12-24	2024-09-13
	NOVARTIS ADR	P	2020-12-10	2024-09-13
	NOVARTIS ADR	P	2020-11-25	2024-09-13
	NOVARTIS ADR	P	2020-11-11	2024-09-13
	NOVARTIS ADR	P	2019-05-23	2024-01-19
	NOVARTIS ADR	P	2019-05-23	2024-09-13
	O'REILLY AUTOMOTIVE INC	P	2019-08-13	2024-01-19
	O'REILLY AUTOMOTIVE INC	P	2019-08-13	2024-10-11
	O'REILLY AUTOMOTIVE INC	P	2019-08-13	2024-12-04
	PRINCIPAL FINANCIAL GRP	P	2022-03-08	2024-01-19
	PRINCIPAL FINANCIAL GRP	P	2022-03-08	2024-10-11
	PRINCIPAL FINANCIAL GRP	P	2022-03-08	2024-12-04
	PROGRESSIVE CRP OHIO	P	2018-02-09	2024-01-19
	PROGRESSIVE CRP OHIO	P	2018-02-09	2024-10-11
	PROGRESSIVE CRP OHIO	P	2018-02-09	2024-12-04
	PROLOGIS INC	P	2022-11-03	2024-01-19
	PROLOGIS INC	P	2022-11-03	2024-02-28
	S&P GLOBAL INC	P	2023-08-16	2024-10-11
	S&P GLOBAL INC	P	2023-08-16	2024-12-04
	SALESFORCE INC	P	2014-10-03	2024-10-11
	SALESFORCE INC	P	2014-10-03	2024-12-04
	SALESFORCE INC	P	2014-09-22	2024-01-19
	SALESFORCE INC	P	2014-09-22	2024-10-11
	SANOFI ADR	P	2021-09-03	2024-03-13
	SANOFI ADR	P	2021-05-19	2024-03-13
	SANOFI ADR	P	2020-12-24	2024-03-13
	SANOFI ADR	P	2020-12-10	2024-03-13
	SANOFI ADR	P	2020-11-25	2024-03-13
	SANOFI ADR	P	2020-11-11	2024-03-13
	SANOFI ADR	P	2019-05-23	2024-01-19
	SANOFI ADR	P	2019-05-23	2024-03-13
	TAIWAN S MANUFCTRING ADR	P	2019-08-23	2024-01-19
	TAIWAN S MANUFCTRING ADR	P	2019-08-23	2024-10-11
	TAIWAN S MANUFCTRING ADR	P	2019-08-23	2024-12-04
	THERMO FISHER SCIENTIFIC	P	2015-11-16	2024-01-19
	THERMO FISHER SCIENTIFIC	P	2015-11-16	2024-10-11
	THERMO FISHER SCIENTIFIC	P	2015-11-16	2024-12-04
	TJX COS INC NEW	P	2018-03-01	2024-12-04
	TJX COS INC NEW	P	2017-09-06	2024-10-11
	TJX COS INC NEW	P	2017-09-06	2024-12-04
	TJX COS INC NEW	P	2017-08-23	2024-01-19
	TJX COS INC NEW	P	2017-08-23	2024-10-11
	T-MOBILE US INC SHS	P	2023-06-07	2024-10-11
	T-MOBILE US INC SHS	P	2023-06-07	2024-12-04
	TOYOTA MOTOR CORP ADR	P	2021-09-03	2024-10-23
	TOYOTA MOTOR CORP ADR	P	2021-05-19	2024-10-23
	TOYOTA MOTOR CORP ADR	P	2020-12-24	2024-10-23
	TOYOTA MOTOR CORP ADR	P	2020-12-10	2024-10-23
	TOYOTA MOTOR CORP ADR	P	2020-11-25	2024-10-23
	TOYOTA MOTOR CORP ADR	P	2020-11-11	2024-10-11
	TOYOTA MOTOR CORP ADR	P	2020-11-11	2024-10-23
	TOYOTA MOTOR CORP ADR	P	2019-12-13	2024-10-11
	TOYOTA MOTOR CORP ADR	P	2019-08-15	2024-01-19
	TOYOTA MOTOR CORP ADR	P	2019-08-15	2024-10-11
	UNITEDHEALTH GROUP INC	P	2021-10-13	2024-04-10
	UNITEDHEALTH GROUP INC	P	2021-09-03	2024-04-10
	UNITEDHEALTH GROUP INC	P	2021-05-19	2024-04-10
	UNITEDHEALTH GROUP INC	P	2020-12-24	2024-04-10
	UNITEDHEALTH GROUP INC	P	2019-10-17	2024-04-10
	UNITEDHEALTH GROUP INC	P	2019-10-03	2024-04-10
	UNITEDHEALTH GROUP INC	P	2019-04-15	2024-04-10
	UNITEDHEALTH GROUP INC	P	2019-03-28	2024-04-10
	UNITEDHEALTH GROUP INC	P	2018-03-01	2024-04-10
	UNITEDHEALTH GROUP INC	P	2018-02-09	2024-01-19
	UNITEDHEALTH GROUP INC	P	2018-02-09	2024-04-10
	UNITEDHEALTH GROUP INC	P	2018-02-09	2024-04-10
	VISA INC CL A SHRS	P	2019-01-09	2024-10-11
	VISA INC CL A SHRS	P	2019-01-09	2024-01-19
	VISA INC CL A SHRS	P	2019-01-09	2024-12-04
	VISA INC CL A SHRS	P	2019-01-09	2024-10-11
	ZOETIS INC	P	2022-10-27	2024-01-19
	ZOETIS INC	P	2022-10-27	2024-10-11
	ZOETIS INC	P	2022-10-27	2024-12-04
	APPLOVIN CORP COM	P	2024-01-24	2024-10-11
	APPLOVIN CORP COM	P	2024-01-24	2024-12-04
	BIOMARIN PHARMACEUTICALS	P	2024-01-10	2024-01-19
	BIOMARIN PHARMACEUTICALS	P	2024-01-10	2024-05-22
	BLUE OWL CAP INC	P	2023-09-15	2024-01-19
	DELL TECHNOLOGIES INC	P	2024-04-10	2024-08-07
	EQUIFAX INC	P	2024-05-22	2024-10-11
	EQUIFAX INC	P	2024-05-22	2024-12-04
	FREEPORT-MCMORAN INC	P	2024-05-01	2024-10-11
	FREEPORT-MCMORAN INC	P	2024-05-01	2024-11-21
	GE VERNOVA LLC	P	2024-10-23	2024-12-04
	GENL DYNAMICS CORP COM	P	2023-05-08	2024-01-19
	GILEAD SCIENCES INC COM	P	2023-12-06	2024-01-19
	GILEAD SCIENCES INC COM	P	2023-12-06	2024-05-01
	HUMANA INC	P	2023-09-28	2024-01-19
	HUMANA INC	P	2023-09-28	2024-01-24
	INTERACTIVE BROKERS GROU	P	2023-04-19	2024-01-19
	ISHARES S&P GLBL HEALTH	P	2024-10-23	2024-11-25
	LINDE PLC NEW	P	2024-01-10	2024-01-19
	LINDE PLC NEW	P	2024-01-10	2024-10-11
	LINDE PLC NEW	P	2024-01-10	2024-12-04
	MASTERCARD INC	P	2024-01-10	2024-01-19
	MASTERCARD INC	P	2024-01-10	2024-10-11
	MASTERCARD INC	P	2024-01-10	2024-12-04
	MICRON TECHNOLOGY INC	P	2024-02-28	2024-10-11
	MICRON TECHNOLOGY INC	P	2024-02-28	2024-12-04
	MONGODB INC CL A	P	2024-08-07	2024-10-11
	MONGODB INC CL A	P	2024-08-07	2024-12-04
	MONGODB INC CL A	P	2024-01-10	2024-01-19
	MONGODB INC CL A	P	2024-01-10	2024-05-31
	NOVARTIS ADR	P	2023-10-11	2024-09-13
	NOVO NORDISK A S ADR	P	2024-11-25	2024-12-04
	NOVO NORDISK A S ADR	P	2024-09-13	2024-10-23
	NOVO NORDISK A S ADR	P	2024-06-12	2024-10-23
	NOVO NORDISK A S ADR	P	2024-06-12	2024-10-23
	NVIDIA	P	2024-03-13	2024-10-11
	NVIDIA	P	2024-03-13	2024-12-04
	S&P GLOBAL INC	P	2023-08-16	2024-01-19
	SERVICENOW INC	P	2024-05-31	2024-10-11
	SERVICENOW INC	P	2024-05-31	2024-12-04
	SPDR PORTFOLIO S&P 500 G	P	2023-10-30	2024-01-10
	SYNOPSYS INC	P	2024-01-10	2024-01-19
	SYNOPSYS INC	P	2024-01-10	2024-10-11
	SYNOPSYS INC	P	2024-01-10	2024-12-04
	TESLA INC	P	2024-03-06	2024-10-11
	TESLA INC	P	2024-03-06	2024-12-04
	T-MOBILE US INC SHS	P	2023-06-07	2024-01-19
	UBER TECHNOLOGIES INC	P	2024-05-08	2024-10-11
	UBER TECHNOLOGIES INC	P	2024-05-08	2024-12-04
	UNION PACIFIC CORP	P	2024-01-10	2024-01-19
	UNION PACIFIC CORP	P	2024-01-10	2024-10-11
	UNION PACIFIC CORP	P	2024-01-10	2024-10-23
	UNITY SOFTWARE INC	P	2024-01-10	2024-01-19
	UNITY SOFTWARE INC	P	2024-01-10	2024-03-06
	VERTIV HLDG CO	P	2024-10-23	2024-12-04
	WSTN DIGITAL CORP DEL	P	2024-02-28	2024-10-11
	WSTN DIGITAL CORP DEL	P	2024-02-28	2024-12-04

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	13,084	8,056	5,028
b	16,883	8,843	8,040
c	38,036	32,217	5,819
d	1,597	1,328	269
e	52,910	45,150	7,760
	799	717	82
	19,467	17,733	1,734
	49,416	44,941	4,475
	50,415	41,385	9,030
	9,484	8,263	1,221
	37,736	35,823	1,913
	9,184	8,543	641
	9,783	8,256	1,527
	71,079	47,292	23,787
	40,132	27,151	12,981
	35,939	22,945	12,994
	6,888	4,716	2,172
	15,074	8,310	6,764
	29,550	16,401	13,149
	9,484	5,355	4,129
	28,052	14,699	13,353
	15,574	8,241	7,333
	200	105	95
	23,261	12,234	11,027
	13,477	7,284	6,193
	3,694	1,994	1,700
	40,831	22,051	18,780
	5,790	3,031	2,759
	200	104	96
	16,372	7,692	8,680
	169,213	79,500	89,713
	15,109	6,279	8,830
	37,143	18,319	18,824
	598,278	255,431	342,847
	23,348	23,735	-387
	18,772	9,709	9,063
	23,899	10,692	13,207
	134,098	56,846	77,252
	9,294	3,837	5,457
	374,411	130,309	244,102
	135,425	51,950	83,475
	48,689	32,681	16,008
	720	482	238
	44,799	30,411	14,388
	40,046	27,269	12,777
	21,463	15,236	6,227
	140,160	80,966	59,194
	113,655	65,655	48,000
	5,864	4,138	1,726
	136,347	92,261	44,086
	12,462	7,602	4,860
	580,574	360,597	219,977
	67,774	68,014	-240
	116,395	111,979	4,416
	119,349	122,769	-3,420
	47,429	26,234	21,195
	64,808	36,863	27,945
	4,501	2,345	2,156
	270,634	110,331	160,303
	19,124	8,651	10,473
	100,210	46,094	54,116
	6,120	2,881	3,239
	192,005	87,668	104,337
	372,535	154,840	217,695
	50,057	19,518	30,539
	21,144	12,050	9,094
	149,035	149,154	-119
	31,022	19,409	11,613
	12,582	6,659	5,923
	16,958	10,539	6,419
	63,495	40,390	23,105
	3,944	2,613	1,331
	142,766	83,993	58,773
	67,439	35,368	32,071
	200,926	188,186	12,740
	59,848	56,960	2,888
	228,859	201,451	27,408
	36,391	36,235	156
	23,712	25,156	-1,444
	33,098	33,832	-734
	50,882	45,226	5,656
	107,394	26,346	81,048
	52,317	17,456	34,861
	10,376	3,462	6,914
	92,931	26,871	66,060
	52,219	22,771	29,448
	42,188	16,430	25,758
	44,408	46,593	-2,185
	40,273	41,336	-1,063
	55,739	51,537	4,202
	132,993	69,234	63,759
	15,071	9,710	5,361
	232,985	132,380	100,605
	6,110	3,629	2,481
	4,073	2,957	1,116
	385,322	262,440	122,882
	295,305	224,518	70,787
	505,887	197,656	308,231
	16,863	4,568	12,295
	39,293	26,802	12,491
	11,733	9,093	2,640
	17,675	13,713	3,962
	26,972	16,677	10,295
	29,925	17,567	12,358
	52,296	24,596	27,700
	178,739	167,888	10,851
	10,794	6,481	4,313
	201,194	196,045	5,149
	8,770	6,421	2,349
	244	176	68
	8,770	4,588	4,182
	17,784	10,262	7,522
	14,373	8,037	6,336
	210,481	109,972	100,509
	22,472	14,282	8,190
	288	368	-80
	20,012	26,563	-6,551
	10,078	7,277	2,801
	38,585	31,360	7,225
	231,075	187,657	43,418
	137,296	48,181	89,115
	68,773	36,427	32,346
	26,416	12,411	14,005
	10,994	11,098	-104
	262,679	293,148	-30,469
	1,328	620	708
	12,262	11,056	1,206
	8,546	8,392	154
	6,012	5,424	588
	5,101	4,036	1,065
	8,401	6,084	2,317
	8,101	4,534	3,567
	95,255	108,535	-13,280
	109,078	133,098	-24,020
	9,736	8,443	1,293
	9,996	8,355	1,641
	81,883	95,142	-13,259
	394	319	75
	1,183	893	290
	394	301	93
	22,059	21,996	63
	217,999	231,908	-13,909
	27,513	27,566	-53
	78,277	96,216	-17,939
	31,760	26,396	5,364
	51,523	74,550	-23,027
	14,855	21,599	-6,744
	8,207	8,351	-144
	11,371	11,173	198
	80,374	69,630	10,744
	7,858	8,222	-364
	36,325	35,798	527
	767,386	698,792	68,594
	5,564	5,896	-332
	121,508	148,837	-27,329
	5,113	5,275	-162
	27,169	25,999	1,170
	13,889	12,500	1,389
	41,578	49,964	-8,386
	2,374	357	2,017
	49,175	8,832	40,343
	22,505	3,747	18,758
	41,012	11,042	29,970
	43,276	12,402	30,874
	41,012	10,998	30,014
	5,804	1,880	3,924
	137,993	39,724	98,269
	17,077	5,913	11,164
	17,618	6,246	11,372
	5,810	1,926	3,884
	9,879	3,228	6,651
	1,614	604	1,010
	22,887	7,631	15,256
	3,824	403	3,421
	131,015	11,185	119,830
	63,976	4,745	59,231
	2,272	1,566	706
	11,764	7,407	4,357
	27,890	18,518	9,372
	12,200	5,630	6,570
	9,150	3,951	5,199
	2,441	974	1,467
	41,827	15,580	26,247
	45,387	18,254	27,133
	146,397	24,555	121,842
	171,113	26,922	144,191
	14,223	1,728	12,495
	332,411	33,644	298,767
	1,802	986	816
	63,040	27,416	35,624
	23,529	11,647	11,882
	746	190	556
	25,221	5,698	19,523
	9,379	2,469	6,910
	3,183	1,308	1,875
	10,324	5,430	4,894
	25,466	10,803	14,663
	39,232	15,789	23,443
	26,446	8,989	17,457
	60,727	20,273	40,454
	56,707	32,324	24,383
	26,112	13,509	12,603
	186,007	28,184	157,823
	417,178	57,394	359,784
	41,691	6,156	35,535
	12,919	2,746	10,173
	159,408	21,971	137,437
	489	408	81
	13,919	9,937	3,982
	6,886	4,220	2,666
	983	679	304
	26,466	18,965	7,501
	11,541	8,035	3,506
	3,430	562	2,868
	123,738	15,615	108,123
	58,240	6,628	51,612
	18,341	9,558	8,783
	30,387	14,982	15,405
	26,653	12,968	13,685
	68,837	32,378	36,459
	3,752	1,838	1,914
	5,503	2,681	2,822
	3,387	1,941	1,446
	90,206	50,959	39,247
	41,501	21,597	19,904
	1,318	564	754
	47,124	15,549	31,575
	21,264	6,583	14,681
	2,402	1,223	1,179
	92,540	33,393	59,147
	43,648	14,189	29,459
	5,621	2,862	2,759
	239,195	82,348	156,847
	91,948	34,974	56,974
	22,909	16,234	6,675
	9,167	6,957	2,210
	232,184	173,393	58,791
	359,941	268,800	91,141
	10,693	8,190	2,503
	27,218	19,481	7,737
	32,450	11,807	20,643
	49,379	11,158	38,221
	21,349	4,649	16,700
	2,880	538	2,342
	43,206	7,952	35,254
	3,928	820	3,108
	26,747	4,845	21,902
	10,767	6,166	4,601
	18,436	11,291	7,145
	33,218	19,037	14,181
	30,440	18,888	11,552
	1,072	510	562
	3,182	1,395	1,787
	46,947	19,100	27,847
	93,616	66,192	27,424
	35,023	16,299	18,724
	62,012	25,164	36,848
	17,980	7,556	10,424
	3,658	1,899	1,759
	67,355	27,234	40,121
	5,391	5,072	319
	20,365	13,946	6,419
	8,386	5,303	3,083
	10,782	6,521	4,261
	23,959	14,045	9,914
	5,990	3,549	2,441
	14,974	6,514	8,460
	1,225	419	806
	29,350	10,261	19,089
	4,854	2,167	2,687
	180,305	62,012	118,293
	86,762	26,339	60,423
	68,626	18,989	49,637
	17,484	4,675	12,809
	11,827	3,146	8,681
	348,162	88,079	260,083
	69,500	16,672	52,828
	25,427	25,134	293
	11,690	11,607	83
	11,426	10,007	1,419
	13,407	12,001	1,406
	15,520	13,973	1,547
	3,038	2,931	107
	656	512	144
	19,747	15,296	4,451
	4,712	3,067	1,645
	147,447	85,881	61,566
	57,891	36,499	21,392
	32,763	24,461	8,302
	23,154	16,548	6,606
	14,240	10,310	3,930
	9,493	7,103	2,390
	14,471	10,533	3,938
	16,092	11,333	4,759
	860	637	223
	17,597	12,109	5,488
	6,150	2,233	3,917
	191,704	60,279	131,425
	85,851	25,675	60,176
	1,316	1,112	204
	42,165	31,203	10,962
	17,024	13,214	3,810
	1,201	362	839
	49,316	10,129	39,187
	21,578	4,289	17,289
	890	738	152
	134,798	106,277	28,521
	27,090	20,180	6,910
	11,501	8,538	2,963
	50,355	10,199	40,156
	29,566	4,779	24,787
	1,939	398	1,541
	5,179	1,023	4,156
	24,067	26,024	-1,957
	11,502	12,599	-1,097
	11,550	11,397	153
	10,246	10,514	-268
	13,242	13,777	-535
	3,721	3,960	-239
	664	548	116
	16,915	14,756	2,159
	677	247	430
	31,966	6,911	25,055
	14,333	2,921	11,412
	3,831	939	2,892
	124,730	28,032	96,698
	47,199	11,937	35,262
	40,256	13,336	26,920
	66,351	21,338	45,013
	35,255	10,268	24,987
	4,826	1,822	3,004
	95,111	30,010	65,101
	90,539	54,280	36,259
	43,671	22,935	20,736
	19,383	20,078	-695
	16,124	14,902	1,222
	4,803	4,219	584
	12,693	10,539	2,154
	14,408	11,822	2,586
	6,610	5,432	1,178
	12,522	10,434	2,088
	5,219	4,270	949
	796	509	287
	7,306	5,346	1,960
	455	405	50
	22,725	21,115	1,610
	10,454	9,344	1,110
	4,091	3,058	1,033
	9,090	4,777	4,313
	12,272	5,843	6,429
	37,724	19,008	18,716
	13,181	7,008	6,173
	102,265	51,231	51,034
	2,054	863	1,191
	20,453	9,714	10,739
	40,906	19,428	21,478
	96,683	48,317	48,366
	4,298	2,221	2,077
	60,147	26,936	33,211
	30,283	15,134	15,149
	942	756	186
	28,121	22,383	5,738
	11,076	9,528	1,548
	35,068	10,508	24,560
	37,744	4,441	33,303
	923	956	-33
	114,112	141,605	-27,493
	1,454	1,222	232
	201,773	277,436	-75,663
	25,976	22,186	3,790
	10,196	9,405	791
	34,371	34,122	249
	126,886	144,498	-17,612
	12,631	10,381	2,250
	748	632	116
	1,648	1,517	131
	179,551	219,089	-39,538
	409	501	-92
	55,859	69,101	-13,242
	445	423	22
	162,236	170,361	-8,125
	1,220	1,215	5
	33,533	28,765	4,768
	13,777	12,154	1,623
	867	851	16
	33,540	28,516	5,024
	15,095	12,343	2,752
	25,901	21,891	4,010
	10,545	9,279	1,266
	48,568	38,978	9,590
	23,812	16,536	7,276
	1,185	1,157	28
	91,721	152,777	-61,056
	7,409	6,363	1,046
	17,006	16,315	691
	74,302	88,096	-13,794
	55,466	68,916	-13,450
	40,213	56,066	-15,853
	26,289	17,376	8,913
	12,000	7,396	4,604
	879	776	103
	25,347	17,640	7,707
	12,335	7,187	5,148
	429,136	378,447	50,689
	1,006	1,008	-2
	31,186	29,227	1,959
	14,086	12,094	1,992
	26,598	21,469	5,129
	18,008	9,049	8,959
	2,480	1,911	569
	23,631	18,558	5,073
	8,427	7,839	588
	951	953	-2
	29,144	28,832	312
	123,122	121,525	1,597
	952	1,094	-142
	111,339	158,842	-47,503
	11,706	10,208	1,498
	24,948	22,185	2,763
	11,765	9,435	2,330

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			5,028
b			8,040
c			5,819
d			269
e			7,760
			82
			1,734
			4,475
			9,030
			1,221
			1,913
			641
			1,527
			23,787
			12,981
			12,994
			2,172
			6,764
			13,149
			4,129
			13,353
			7,333
			95
			11,027
			6,193
			1,700
			18,780
			2,759
			96
			8,680
			89,713
			8,830
			18,824
			342,847
			-387
			9,063
			13,207
			77,252
			5,457
			244,102
			83,475
			16,008
			238
			14,388
			12,777
			6,227
			59,194
			48,000
			1,726
			44,086
			4,860
			219,977
			-240
			4,416
			-3,420
			21,195
			27,945
			2,156
			160,303
			10,473
			54,116
			3,239
			104,337
			217,695
			30,539
			9,094
			-119
			11,613
			5,923
			6,419
			23,105
			1,331
			58,773
			32,071
			12,740
			2,888
			27,408
			156
			-1,444
			-734
			5,656
			81,048
			34,861
			6,914
			66,060
			29,448
			25,758
			-2,185
			-1,063
			4,202
			63,759
			5,361
			100,605
			2,481
			1,116
			122,882
			70,787
			308,231
			12,295
			12,491
			2,640
			3,962
			10,295
			12,358
			27,700
			10,851
			4,313
			5,149
			2,349
			68
			4,182
			7,522
			6,336
			100,509
			8,190
			-80
			-6,551
			2,801
			7,225
			43,418
			89,115
			32,346
			14,005
			-104
			-30,469
			708
			1,206
			154
			588
			1,065
			2,317
			3,567
			-13,280
			-24,020
			1,293
			1,641
			-13,259
			75
			290
			93
			63
			-13,909
			-53
			-17,939
			5,364
			-23,027
			-6,744
			-144
			198
			10,744
			-364
			527
			68,594
			-332
			-27,329
			-162
			1,170
			1,389
			-8,386
			2,017
			40,343
			18,758
			29,970
			30,874
			30,014
			3,924
			98,269
			11,164
			11,372
			3,884
			6,651
			1,010
			15,256
			3,421
			119,830
			59,231
			706
			4,357
			9,372
			6,570
			5,199
			1,467
			26,247
			27,133
			121,842
			144,191
			12,495
			298,767
			816
			35,624
			11,882
			556
			19,523
			6,910
			1,875
			4,894
			14,663
			23,443
			17,457
			40,454
			24,383
			12,603
			157,823
			359,784
			35,535
			10,173
			137,437
			81
			3,982
			2,666
			304
			7,501
			3,506
			2,868
			108,123
			51,612
			8,783
			15,405
			13,685
			36,459
			1,914
			2,822
			1,446
			39,247
			19,904
			754
			31,575
			14,681
			1,179
			59,147
			29,459
			2,759
			156,847
			56,974
			6,675
			2,210
			58,791
			91,141
			2,503
			7,737
			20,643
			38,221
			16,700
			2,342
			35,254
			3,108
			21,902
			4,601
			7,145
			14,181
			11,552
			562
			1,787
			27,847
			27,424
			18,724
			36,848
			10,424
			1,759
			40,121
			319
			6,419
			3,083
			4,261
			9,914
			2,441
			8,460
			806
			19,089
			2,687
			118,293
			60,423
			49,637
			12,809
			8,681
			260,083
			52,828
			293
			83
			1,419
			1,406
			1,547
			107
			144
			4,451
			1,645
			61,566
			21,392
			8,302
			6,606
			3,930
			2,390
			3,938
			4,759
			223
			5,488
			3,917
			131,425
			60,176
			204
			10,962
			3,810
			839
			39,187
			17,289
			152
			28,521
			6,910
			2,963
			40,156
			24,787
			1,541
			4,156
			-1,957
			-1,097
			153
			-268
			-535
			-239
			116
			2,159
			430
			25,055
			11,412
			2,892
			96,698
			35,262
			26,920
			45,013
			24,987
			3,004
			65,101
			36,259
			20,736
			-695
			1,222
			584
			2,154
			2,586
			1,178
			2,088
			949
			287
			1,960
			50
			1,610
			1,110
			1,033
			4,313
			6,429
			18,716
			6,173
			51,034
			1,191
			10,739
			21,478
			48,366
			2,077
			33,211
			15,149
			186
			5,738
			1,548
			24,560
			33,303
			-33
			-27,493
			232
			-75,663
			3,790
			791
			249
			-17,612
			2,250
			116
			131
			-39,538
			-92
			-13,242
			22
			-8,125
			5
			4,768
			1,623
			16
			5,024
			2,752
			4,010
			1,266
			9,590
			7,276
			28
			-61,056
			1,046
			691
			-13,794
			-13,450
			-15,853
			8,913
			4,604
			103
			7,707
			5,148
			50,689
			-2
			1,959
			1,992
			5,129
			8,959
			569
			5,073
			588
			-2
			312
			1,597
			-142
			-47,503
			1,498
			2,763
			2,330

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	8,481,716
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	132,841
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	132,841
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	132,841
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	147,100
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	147,100
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	14,259
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax14,259	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

$ 0(2) On foundation managers. right arrow

$ 0

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

on foundation managers. right arrow

$ 0

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

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

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

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

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

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

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

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

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

By language in the governing instrument, or

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

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

Yes

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

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

Yes

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

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

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

Yes

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

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

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

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

and addresses. Click to see attachment

List of Attached Documents:

// Content

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

Yes

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

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

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

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

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

Yes

Website address right arrow

N/A

The books are in care of right arrow

MR CHRIS WILGUS Telephone no. right arrow

(317) 688-6534

Located at right arrow

9820 ASSOCIATION COURTINDIANAPOLISIN ZIP+4 right arrow

46280

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
JULIE D WOOD	PRESIDENT/DIRECTOR 1.00	0	0	0
9820 ASSOCIATION COURT INDIANAPOLIS,IN46280	PRESIDENT/DIRECTOR 1.00	0	0	0
JEFFREY WOOD	DIRECTOR 1.00	0	0	0
9820 ASSOCIATION COURT INDIANAPOLIS,IN46280	DIRECTOR 1.00	0	0	0
JOHN WOOD	DIRECTOR 1.00	0	0	0
9820 ASSOCIATION COURT INDIANAPOLIS,IN46280	DIRECTOR 1.00	0	0	0
APRIL WOOD	DIRECTOR 1.00	0	0	0
9820 ASSOCIATION COURT INDIANAPOLIS,IN46280	DIRECTOR 1.00	0	0	0

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


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









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

Form 990-PF (2024)

Page 7

Part VII

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

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

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

Part VIII-A

Summary of Direct Charitable Activities

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


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

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


2


All other program-related investments. See instructions.
3

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

Form 990-PF (2024)

Page 8

Part IX

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

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

purposes:

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

51,677,839

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

896,730

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

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

52,574,569

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

52,574,569

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

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

788,619

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

51,785,950

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

2,589,298

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

2,589,298

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

132,841

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

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

132,841

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

2,456,457

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

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

2,456,457

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

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

2,456,457

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 ..........

20,556,260

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. .......

20,556,260

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					2,456,457
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......	64,323
b From 2020......
c From 2021......
d From 2022......
e From 2023......	1,434,552
f Total of lines 3a through e ........		1,498,875
4Qualifying distributions for 2024 from Part
XI, line 4: $ 20,556,260
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.....					2,456,457
e Remaining amount distributed out of corpus		18,099,803
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		19,598,678
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) ...		64,323
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		19,534,355
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....	1,434,552
e Excess from 2024....	18,099,803

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).)

JULIE D WOOD

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

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

Check here right arrow

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

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

JULIE WOOD
9820 ASSOCIATION COURT
INDIANAPOLIS,IN46280
(317) 688-6534

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

NONE

cAny submission deadlines:

NONE

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

NONE

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
CATHEDRAL HIGH SCHOOL 5225 E 56TH STREET INDIANAPOLIS,IN46226	NONE	PC	EDUCATIONAL	20,000
COMMUNITY HEALTH NETWORK FOUNDATION 7330 SHADELAND STATION 150 INDIANAPOLIS,IN46256	NONE	PC	CHARITABLE	1,300,000
DIOCESE OF NORWICH 201 BROADWAY NORWICH,CT06360	NONE	PC	CHARITABLE	162,500
FAIR HAVEN FOUNDATION 1702 W 16TH ST INDIANAPOLIS,IN46202	NONE	PC	CHARITABLE	376,710
GLEANERS FOOD BANK OF INDIANA 3737 WALDEMERE AVE STE 200 INDIANAPOLIS,IN46241	NONE	PC	CHARITABLE	1,250,000
GOOD NEWS MINISTRIES 2716 E WASHINGTON ST INDIANAPOLIS,IN46201	NONE	PC	CHARITABLE	150,000
GREATER INDPLS HABITAT FOR HUMANITY 3135 N MERIDIAN ST INDIANAPOLIS,IN46208	NONE	PC	CHARITABLE	50,000
HAPPY HOLLOW CHILDREN'S CAMP 615 N ALABAMA ST C INDIANAPOLIS,IN46204	NONE	PC	CHARITABLE	15,000
HOLLIS ADAMS FOUNDATION 3535 KESSLER BLVD E DR INDIANAPOLIS,IN46220	NONE	PC	CHARITABLE	40,000
HOPE ACADEMY HIGH SCHOOL 3919 MADISON AVE STE 100 INDIANAPOLIS,IN46227	NONE	PC	EDUCATIONAL	100,000
INDIANA GOLF FOUNDATION PO BOX 26159 INDIANAPOLIS,IN46226	NONE	PC	CHARITABLE	95,000
INDIANA TEEN CHALLENGE PO BOX 564 LEBANON,IN46052	NONE	PC	CHARITABLE	5,000
IU FOUNDATION PO BOX 6460 INDIANAPOLIS,IN46206	NONE	PC	CHARITABLE	4,060,000
IWIN FOUNDATION PO BOX 30648 INDIANAPOLIS,IN46220	NONE	PC	CHARITABLE	15,000
LITTLE WISHES FOUNDATION PO BOX 2208 SAN ANSELMO,CA94979	NONE	PC	CHARITABLE	15,000
MARIAN UNIVERSITY 3200 COLD SPRING RD INDIANAPOLIS,IN46222	NONE	PC	EDUCATIONAL	2,710,000
MIRACLE PLACE PARK 933 N TEMPLE AVE INDIANAPOLIS,IN46201	NONE	PC	CHARITABLE	55,000
NASSAU COUNTY COUNCIL ON AGING 1901 ISLAND WALKWAY FERNANDINA BEACH,FL32034	NONE	PC	CHARITABLE	1,779,550
RILEY CHILDREN'S FOUNDATION 500 N MERIDIAN ST 100 INDIANAPOLIS,IN46204	NONE	PC	CHARITABLE	2,300,000
SAMARITAN'S PURSE UKRAINE PO BOX 3000 BOONE,NC28607	NONE	PC	CHARITABLE	100,000
BRIGHTLANE LEARNING CENTER 2955 N MERIDIAN ST STE 250 INDIANAPOLIS,IN46208	NONE	PC	CHARITABLE	1,120,000
SHEPHERD COMMUNITY CENTER 4107 E WASHINGTON ST INDIANAPOLIS,IN46201	NONE	PC	CHARITABLE	1,070,000
STARFISH INITIATIVE 814 N DELAWARE STREET INDIANAPOLIS,IN46260	NONE	PC	CHARITABLE	55,000
THE SALVATION ARMY 615 SLATERS LANE ALEXANDRIA,VA22314	NONE	PC	CHARITABLE	1,100,000
VILLAGE OF MERICI INC 5707 LAWTON LOOP E DR INDIANAPOLIS,IN46216	NONE	PC	CHARITABLE	100,000
WESTMINSTER NEIGHBORHOOD SERVICE 2325 E NEW YORK STREET INDIANAPOLIS,IN46201	NONE	PC	CHARITABLE	52,500
WHEELER MISSION 205 EAST NEW YORK STREET INDIANAPOLIS,IN46204	NONE	PC	CHARITABLE	1,080,000
WOMEN'S CARE CENTER 4901 W 86TH ST INDIANAPOLIS,IN46268	NONE	PC	CHARITABLE	1,150,000
OUTREACH INC 2416 E NEW YORK STREET INDIANAPOLIS,IN46201	NONE	PC	CHARITABLE	5,000
GENNESARET FREE CLINICS 615 ALABAMA STREET INDIANAPOLIS,IN46204	NONE	PC	CHARITABLE	200,000
CRU INNER CITY 18711 N UNION STREET INDIANAPOLIS,IN46074	NONE	PC	CHARITABLE	25,000
Total ................................. 3a				20,556,260

bApproved for future payment

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

Form 990-PF (2024)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	133,443
4 Dividends and interest from securities ....			14	1,223,249
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		8,481,716
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		1,356,692	8,481,716

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

9,838,408

(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.)
4	DIVIDENDS AND INTEREST FROM SECURITIES CONTRIBUTED TO FOUNDATION
8	G/L FROM SALES OF ASSETS OTHER THAN INVENTORY

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 TOM AND JULIE WOOD FAMILY FOUNDATION INC			Employer identification number 27-4826335

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	JULIE D WOOD 23 OCEAN CLUB BLVD FERNANDINA BEACH, FL32034	$ 280,030		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
2	JULIE D WOOD 23 OCEAN CLUB BLVD FERNANDINA BEACH, FL32034	$ 254,254		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
3	JULIE D WOOD 23 OCEAN CLUB BLVD FERNANDINA BEACH, FL32034	$ 464,598		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
4	JULIE D WOOD 23 OCEAN CLUB BLVD FERNANDINA BEACH, FL32034	$ 51,517		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
5	JULIE D WOOD 23 OCEAN CLUB BLVD FERNANDINA BEACH, FL32034	$ 174,417		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
6	JULIE D WOOD 23 OCEAN CLUB BLVD FERNANDINA BEACH, FL32034	$ 300,135		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Name of organization TOM AND JULIE WOOD FAMILY FOUNDATION INC			Employer identification number 27-4826335
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
7	JULIE D WOOD 23 OCEAN CLUB BLVD FERNANDINA BEACH, FL32034	$ 833,290		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
8	JULIE D WOOD 23 OCEAN CLUB BLVD FERNANDINA BEACH, FL32034	$ 35,448		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
9	JULIE D WOOD 23 OCEAN CLUB BLVD FERNANDINA BEACH, FL32034	$ 139,457		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 TOM AND JULIE WOOD FAMILY FOUNDATION INC		Employer identification number 27-4826335

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
1	3100 APPLIED MATERIAL	$ 280,030
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
2	511 BROADCOM INC.	$ 254,254
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
3	1003 COSTCO WHOLESALE	$ 464,598
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
4	288 EATON CORP	$ 51,517
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
5	752 INTUITIVE SURGICAL	$ 174,417
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
6	902 ELI LILLY	$ 300,135
Schedule B (Form 990) (Rev. 1-2025)

Name of organization TOM AND JULIE WOOD FAMILY FOUNDATION INC		Employer identification number 27-4826335
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
7	3547 MICROSOFT CORP	$ 833,290
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
8	289 PROGRESSIVE CORP	$ 35,448
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
9	1069 TOYOTA MOTOR CORP	$ 139,457
(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 Stock	End of Year Book Value	End of Year Fair Market Value
ALLSTATE CORP	84,464	129,362
ALPHABETINC SHS CL A	332,311	799,793
APPLIED MATERIAL INC	110,137	189,789
APPLOVIN CORP COM	40,097	295,333
ASML HLDG NV NY REG SHS	22,031	80,397
BLUE OWL CAP INC	128,043	233,879
BLUE OWL CAP INC	107,757	196,826
CHENIERE ENERGY	37,572	59,304
D H HORTON	72,808	73,126
DOMINOS PIZZA INC	257,595	334,968
EATON CORP PLC	127,152	344,149
EMERSON ELEC CO	359,338	486,921
ENTERGY CORP NEW	138,770	222,608
EQUIFAX INC	84,887	89,707
GENL DYNAMICS CORP	61,563	76,939
HCA HEALTHCARE	88,093	93,947
HP INC	87,998	94,855
INTL BUSINESS MACHINES	69,792	124,424
KINDER MORGAN INC. DEL	225,918	663,436
KRAFT (THE) HEINZ CO SHS	72,376	73,151
LOWES	277,950	304,058
MEDTRONIC PLC SHS	88,123	80,918
MICRO TECHNOLOGY INC	83,419	77,932
NORTHROP GRUMMAN CORP	339,909	501,202
NOVONORDISK A S ADR	146,099	119,396
NVIDIA	66,117	99,643
O'REILLY AUTOMOTIVE INC	275,073	732,824
PRINCIPAL FINANCIAL GRP	95,440	112,941
QUALCOMM INC	280,345	518,775
REALTY INCM CRP	87,848	78,726
RTX CORP	376,169	370,883
S&P GLOBAL INC	76,063	97,614
TAIWANS MANUFACTURING ADR	33,042	126,591
TARGET	61,433	60,561
TESLA	81,617	185,766
TEXAS INSTRUMENT	56,201	51,940
T-MOBILE US INC	206,417	357,583
TRUIST FINL CORP	150,223	221,759
UBER TECHNOLOGIES	70,614	63,577
VANGUARD LONG TERM CORP	280,542	271,003
VERTIV HLDG	92,212	92,365
WELLS FARGO & CO	382,865	697,132
XCEL ENERGY	131,789	140,239

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
ADOBE INC	AT COST	33,812	168,534
ALPHABETINC SHS	AT COST	85,876	221,482
ALPHABETINC SHS CL A	AT COST	116,794	125,506
AMAZON COM INC COM	AT COST	42,576	578,751
AMER EXPRESS COMPANY	AT COST	93,646	175,996
AMERICAN TOWERREIT INC	AT COST	211,657	240,451
APPLE INC	AT COST	781,819	2,005,614
ASTRAZENECA PLC SPND ADR	AT COST	254,984	241,769
BLACKROCK INC	AT COST	218,041	446,948
BLACKSTONE ALTERNATIVES	AT COST	830,000	879,972
BROADCOM LTD	AT COST	333,360	2,809,437
COMCASTCORP NEWCL A	AT COST	116,265	114,054
COMCASTCORP NEWCL A	AT COST	126,640	91,836
CONSOLIDATED EDISON INC	AT COST	88,070	83,341
COSTCO WHOLESALE CRPDEL	AT COST	76,510	486,539
CSX CORP	AT COST	289,967	371,847
DIGITAL RLTY TRINC	AT COST	275,672	462,122
DOVERCORP	AT COST	68,061	177,094
EATON CORP PLC	AT COST	59,322	58,077
ELI LILLY & CO	AT COST	313,178	760,420
EVERSPET GLOBAL	AT COST	13,661	13,661
EXXON MOBIL CORP	AT COST	203,835	306,144
FREEPORT MCMORAN INC	AT COST	73,252	71,590
GE VERNOVA LLC	AT COST	93,150	109,205
HOME DEPOT INC	AT COST	209,689	439,170
HONEYWELL INTL INCDEL	AT COST	281,749	388,983
INTERCONTINENTAL EXCHANGEINC	AT COST	278,743	452,990
INTUITIVE SURGICAL INC	AT COST	281,746	740,139
IRONWOOD MULTI-STRATEGY	AT COST	2,499,668	2,643,931
ISHARES BROAD USD INVST	AT COST	2,060,055	2,061,078
ISHARES MBS ETF	AT COST	613,713	615,906
ISHARES PREFERRED	AT COST	2,325,344	2,324,674
JANUS HENDERSON AAA	AT COST	289,986	289,199
JPMORGAN CHASE& CO	AT COST	368,587	1,114,172
KKR NORTH AMERICA BUYOUT	AT COST	755,000	800,634
LINDE PLC NEW	AT COST	109,793	113,460
LOCKHEED MARTIN CORP	AT COST	426,858	915,511
MASTERCARD INC	AT COST	109,382	135,328
MCDONALDS CORP COM	AT COST	570,217	974,900
MICROSOFT CORP	AT COST	705,675	1,347,536
MICROSOFT CORP	AT COST	116,459	114,227
MONGODB GRUMMAN CORP	AT COST	148,352	146,205
NB COINVESTMENT	AT COST	955,000	1,265,298
NB CROSSROADS	AT COST	350,000	583,982
NEXTERAENERGY INC SHS	AT COST	58,119	169,332
PEPSICO INC	AT COST	313,717	392,771
PRINCIPAL FINANCIAL GRP	AT COST	118,859	140,654
PROCTER & GAMBLE CO	AT COST	147,397	179,218
PROGRESSIVE CRP OHIO	AT COST	54,775	178,749
PUB SVC ENTERPRISE GRP	AT COST	732,500	781,279
SALESFORCE COM INC	AT COST	42,894	246,067
SCHWAB INTERMEDIATE-TERM	AT COST	1,825,060	1,839,248
SERVICENOW INC	AT COST	67,948	110,252
SIMON PROPERTY GROUP DEL	AT COST	68,158	108,665
SPDR PORTFOLIO MORTGAGE	AT COST	2,098,427	2,088,974
STARWOOD REAL ESTATE	AT COST	209,347	207,611
SYNOPSYS INC	AT COST	110,357	106,294
THERMO FISHER SCIENTIFIC	AT COST	290,668	414,103
THIRD POINT	AT COST	26,083	24,890
TJX COS INCNEW	AT COST	310,289	655,877
VISA INC	AT COST	297,690	549,278
WALMART	AT COST	532,654	1,387,595
WILLIAMS COMPANIES DEL	AT COST	132,793	269,139
WSTN DIGITAL	AT COST	84,568	88,193
ZOETIS INC	AT COST	85,449	92,055

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
LIFE INSURANCE 613-02487	1	1	1
UNREALIZED GAIN	277,140	0	0


Name of organization TOM AND JULIE WOOD FAMILY FOUNDATION INC			Employer identification number 27-4826335
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.