Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
ANNE B SWEIGART CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1954 MELODY LANE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LANCASTER, PA176013926
A Employer identification number

20-2751003
B Telephone number (see instructions)

(717) 626-7778
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$9,678,192J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 270,358 268,491  
5a Gross rents............      
b Net rental income or (loss) -2,080
6a Net gain or (loss) from sale of assets not on line 10 29,737
b Gross sales price for all assets on line 6a 2,538,161
7 Capital gain net income (from Part IV, line 2)... 29,737
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)....... Click to see attachment
List of Attached Documents:
// Content
1 1  
12 Total. Add lines 1 through 11........ 300,096 298,229  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,000 12,000   8,000
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
22,908 11,454 0 11,454
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
64,875 38,925   25,950
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
13,370 4,002   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy.............. 107,449     107,449
21 Travel, conferences, and meetings....... 559 0 0 559
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,782 4,938   10,780
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 244,943 71,319 0 164,192
25 Contributions, gifts, grants paid....... 353,500 353,500
26 Total expenses and disbursements. Add lines 24 and 25 598,443 71,319 0 517,692
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -298,347
b Net investment income (if negative, enter -0-) 226,910
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 Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 392,280 404,584 404,584
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 516,112 Click to see attachment
List of Attached Documents:
// Content
567,087 		817,196
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,585,173 Click to see attachment
List of Attached Documents:
// Content
7,223,296 		8,456,412
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,493,565 8,194,967 9,678,192
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 8,493,565 8,194,967
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)..... 8,493,565 8,194,967
30 Total liabilities and net assets/fund balances (see instructions). 8,493,565 8,194,967
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
8,493,565
2
Enter amount from Part I, line 27a .....................
2
-298,347
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
10,391
4
Add lines 1, 2, and 3 ..........................
4
8,205,609
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
10,642
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,194,967
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 1. SYNOPSYS INC   2022-10-20 2024-01-02
b 10. DXC TECHNOLOGY CO   2022-09-28 2024-01-03
c 1. SYNOPSYS INC   2022-10-13 2024-01-03
d 9. DXC TECHNOLOGY CO   2022-09-28 2024-01-08
e 1. SYNOPSYS INC   2022-11-07 2024-01-08
3. APPFOLIO INC - A   2022-09-28 2024-01-10
3. KELLY SERVICES INC CLASS A   2023-07-14 2024-01-10
7. KELLY SERVICES INC CLASS A   2022-02-22 2024-01-10
3. MASTEC INC   2022-09-28 2024-01-10
2. ALCON INC SEDOL BJXBP41   2020-03-20 2024-01-10
1. VULCAN MATERIALS CO   2022-09-28 2024-01-11
2. ALCON INC SEDOL BJXBP41   2020-03-20 2024-01-11
4. ELF BEAUTY INC   2020-06-11 2024-01-16
6. MERCANTILE BANK CORP   2022-09-28 2024-01-16
2. ONTO INNOVATION INC   2022-09-28 2024-01-16
3. TEXAS ROADHOUSE INC   2020-05-15 2024-01-16
2. DISCOVER FINANCIAL W/I   2022-09-28 2024-01-17
1. PREMIER INC-CLASS A   2023-07-14 2024-01-19
14. PREMIER INC-CLASS A   2022-09-28 2024-01-19
1. COCA COLA CONSOLIDATED INC   2022-09-28 2024-01-22
2. MASTEC INC   2022-09-28 2024-01-23
6. CONMED CORP   2019-10-25 2024-01-24
7. S P PLUS CORPORATION   2022-09-28 2024-01-24
19. GROCERY OUTLET HOLDING CORP   2020-03-09 2024-01-25
4. GMS INC   2022-09-28 2024-01-29
.702 JM SMUCKER CO/THE-NEW COM WI   2023-11-14 2024-01-30
6. S P PLUS CORPORATION   2022-09-28 2024-01-31
1. CHURCH & DWIGHT INC   2022-09-28 2024-02-01
2. COMFORT SYS USA INC   2022-09-28 2024-02-01
4. S P PLUS CORPORATION   2022-09-28 2024-02-01
5. S P PLUS CORPORATION   2022-09-28 2024-02-02
5. S P PLUS CORPORATION   2022-09-28 2024-02-05
1. JACOBS SOLUTIONS INC   2023-12-19 2024-02-06
4. ONTO INNOVATION INC   2022-09-28 2024-02-06
1. CARLISLE COMPANIES INC   2020-07-27 2024-02-08
2. MASTEC INC   2022-09-28 2024-02-08
59567.686 BLACKROCK CORE BOND PORTFOLIO CL INSTL FUND 332   2015-07-29 2024-02-09
27326.655 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO FD 0446   2013-07-30 2024-02-09
49168.732 FEDERATED HERMES ULTRASHORT BOND FUND   2017-12-06 2024-02-09
1. JACOBS SOLUTIONS INC   2022-10-20 2024-02-09
1. REPUBLIC SVCS INC   2022-09-28 2024-02-09
16811.794 T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND   2012-11-06 2024-02-09
4. S P PLUS CORPORATION   2022-09-28 2024-02-09
13. TAKE TWO INTERACTIVE SOFTWARE CDT   2022-04-20 2024-02-09
5. WORKIVA INC   2019-10-25 2024-02-09
12. GLACIER BANCORP INC   2023-03-13 2024-02-12
17. GLACIER BANCORP INC   2019-04-01 2024-02-12
1. VULCAN MATERIALS CO   2022-09-28 2024-02-12
1. AUTODESK INC   2022-05-25 2024-02-13
1. MOODY'S CORP   2022-09-28 2024-02-13
2. JACOBS SOLUTIONS INC   2022-09-28 2024-02-14
3. MASTEC INC   2022-09-28 2024-02-14
1. REPUBLIC SVCS INC   2022-09-28 2024-02-14
7. TRIPADVISOR INC CLASS I   2023-03-13 2024-02-14
3. ARMSTRONG WORLD INDUSTRIE - WI   2020-10-01 2024-02-15
10. BROOKFIELD CORP SEDOL BP95GG8   2023-07-07 2024-02-15
59. BROOKFIELD CORP SEDOL BP95GG8   2020-12-18 2024-02-15
9. VONTIER CORP-W/I   2022-09-28 2024-02-15
.58 QIAGEN N.V. REV SPLIT 1/29/2025   2023-12-11 2024-02-15
2. ARMSTRONG WORLD INDUSTRIE - WI   2020-10-01 2024-02-20
4. DISCOVER FINANCIAL W/I   2022-09-28 2024-02-21
1. REPUBLIC SVCS INC   2022-09-28 2024-02-21
1. COCA COLA CONSOLIDATED INC   2022-09-28 2024-02-22
3. COMFORT SYS USA INC   2022-09-28 2024-02-22
2. DISCOVER FINANCIAL W/I   2022-09-28 2024-02-22
4. S P PLUS CORPORATION   2022-09-28 2024-02-22
15. TRUBRIDGE INC.   2022-09-28 2024-02-23
2. MASTEC INC   2022-09-28 2024-02-23
4. VONTIER CORP-W/I   2022-09-28 2024-02-26
7. BARNES GROUP INC   2022-09-28 2024-02-28
2. DONALDSON INC   2022-09-28 2024-02-29
12. PERMIAN RESOURCES CORP   2022-07-15 2024-02-29
1. REPUBLIC SVCS INC   2022-09-28 2024-02-29
4. ALCON INC SEDOL BJXBP41   2020-03-20 2024-02-29
6. FORWARD AIR CORP   2022-09-28 2024-03-04
2. MASTEC INC   2022-09-28 2024-03-04
1. ALCON INC SEDOL BJXBP41   2020-03-20 2024-03-04
12. AMEDISYS INC   2022-10-31 2024-03-06
1. COMFORT SYS USA INC   2022-09-28 2024-03-06
2. TRUBRIDGE INC.   2023-07-14 2024-03-07
23. TRUBRIDGE INC.   2022-09-28 2024-03-07
4. KKR & CO INC CLASS A   2022-09-28 2024-03-07
24. PERMIAN RESOURCES CORP   2022-07-15 2024-03-07
34. SOVOS BRANDS INC MERGED 03/12/24   2022-06-17 2024-03-07
9. TRIPADVISOR INC CLASS I   2023-03-13 2024-03-07
6. S P PLUS CORPORATION   2022-09-28 2024-03-08
4. S P PLUS CORPORATION   2022-09-28 2024-03-12
4. COMFORT SYS USA INC   2022-09-28 2024-03-13
15. PERMIAN RESOURCES CORP   2022-07-15 2024-03-14
13. REPAY HOLDINGS CORP   2022-02-15 2024-03-20
2. HILTON WORLDWIDE HLDGS - W/I   2022-09-28 2024-03-22
2. ONTO INNOVATION INC   2022-09-28 2024-03-22
1. CSW INDUSTRIALS INC   2022-09-28 2024-03-25
1. TD AMERITRADE HOLDING CORP MERGED 10/06/20   2001-01-01 2024-03-26
5. VONTIER CORP-W/I   2022-09-28 2024-03-26
2. ICF INTERNATIONAL INC   2022-09-28 2024-03-27
18. PERMIAN RESOURCES CORP   2022-09-28 2024-03-27
2. ALLSTATE CORP   2023-05-23 2024-03-28
19. HELIOS TECHNOLOGIES INC   2023-11-06 2024-03-28
3. AERCAP HOLDINGS NV ISIN NL0000687663 SEDOL B1HHKD3   2022-09-28 2024-03-28
16. DNOW INC   2024-02-02 2024-04-01
14. PERMIAN RESOURCES CORP   2022-09-28 2024-04-01
1. RH   2023-04-20 2024-04-01
1. ATKORE INC   2023-11-17 2024-04-02
3. REPUBLIC SVCS INC   2022-09-28 2024-04-02
9. AIR TRANSPORT SERVICES GROUP   2022-09-28 2024-04-03
1. ALLSTATE CORP   2023-05-23 2024-04-03
35. BARNES GROUP INC   2022-09-28 2024-04-03
1. BROWN & BROWN INC   2019-04-01 2024-04-03
1. VULCAN MATERIALS CO   2022-09-28 2024-04-03
22. PERMIAN RESOURCES CORP   2022-09-28 2024-04-04
1. REPUBLIC SVCS INC   2022-09-28 2024-04-04
20. PERMIAN RESOURCES CORP   2022-09-28 2024-04-05
20. PERMIAN RESOURCES CORP   2022-09-28 2024-04-05
49. PERMIAN RESOURCES CORP   2022-09-28 2024-04-10
4. AERCAP HOLDINGS NV ISIN NL0000687663 SEDOL B1HHKD3   2022-09-28 2024-04-10
1. REPUBLIC SVCS INC   2022-09-28 2024-04-11
5. ARGAN INC   2022-09-28 2024-04-15
13. ARISTA NETWORKS INC EXCH 12/03/24   2020-09-15 2024-04-15
23. CADENCE BANK   2023-12-01 2024-04-22
8. DOUBLEVERIFY HOLDINGS INC   2023-12-11 2024-04-22
2. DOUBLEVERIFY HOLDINGS INC   2021-09-27 2024-04-22
2. PROGRESSIVE CORP OHIO   2019-06-03 2024-04-22
1. ATKORE INC   2023-11-17 2024-04-24
2. BROWN & BROWN INC   2019-04-01 2024-04-24
10. GEO GROUP INC/THE   2023-12-15 2024-04-24
5. S P PLUS CORPORATION   2022-09-28 2024-04-24
1. DONALDSON INC   2022-09-28 2024-04-26
1. REPUBLIC SVCS INC   2022-09-28 2024-04-26
1. CARLISLE COMPANIES INC   2020-07-27 2024-04-30
2. SAIA INC   2020-02-27 2024-04-30
1. ALLSTATE CORP   2023-05-23 2024-05-02
1. CARLISLE COMPANIES INC   2020-07-27 2024-05-02
3. ONTO INNOVATION INC   2022-09-28 2024-05-03
5. COSTAR GROUP INC   2023-12-05 2024-05-06
3. KKR & CO INC CLASS A   2022-09-28 2024-05-06
1. PROGRESSIVE CORP OHIO   2019-06-03 2024-05-06
1. TRANSDIGM GROUP INC   2022-09-28 2024-05-06
1. CARLISLE COMPANIES INC   2020-07-27 2024-05-08
1. COCA COLA CONSOLIDATED INC   2022-09-28 2024-05-08
5. DONALDSON INC   2022-09-28 2024-05-08
5. S P PLUS CORPORATION   2022-09-28 2024-05-10
6. YELP INC   2024-02-29 2024-05-10
7. BOOT BARN HOLDINGS INC   2022-09-28 2024-05-13
21. GROCERY OUTLET HOLDING CORP   2020-03-09 2024-05-14
30. NEOGEN CORP   2019-10-25 2024-05-14
18. VESTIS CORP-W/I   2024-04-01 2024-05-16
51. DRILL-QUIP INC   2023-09-08 2024-05-20
4. EPLUS INC   2024-02-07 2024-05-21
2. EPLUS INC   2022-09-28 2024-05-21
16. ENDAVA PLC- SPON ADR SEDOL BZ0WK66   2019-10-25 2024-05-22
1. ALLSTATE CORP   2023-05-23 2024-05-23
2. BJ'S WHOLESALE CLUB HOLDINGS   2022-09-28 2024-05-23
3. BJ'S WHOLESALE CLUB HOLDINGS   2022-09-28 2024-05-23
5. EPLUS INC   2022-09-28 2024-05-23
8. FREEPORT-MCMORAN INC   2022-09-28 2024-05-23
2. UL SOLUTIONS INC - CLASS A   2024-04-17 2024-05-24
1. CABLE ONE INC   2023-05-10 2024-05-28
5. UL SOLUTIONS INC - CLASS A   2024-04-17 2024-05-28
7. NCR ATLEOS CORP W/I   2022-09-28 2024-05-29
18. VESTIS CORP-W/I   2024-04-01 2024-05-30
14. BROOKFIELD CORP SEDOL BP95GG8   2022-12-21 2024-05-31
2. BROWN FORMAN CORP CLASS B   2023-12-05 2024-05-31
6. FASTENAL CO   2022-09-28 2024-05-31
9. MDU RESOURCES GROUP INC   2024-01-26 2024-05-31
1. PROGRESSIVE CORP OHIO   2019-06-03 2024-05-31
1. VERISIGN INC   2022-09-28 2024-05-31
2. AUTODESK INC   2022-05-25 2024-06-03
1. COPART INC   2019-04-01 2024-06-03
9. MDU RESOURCES GROUP INC   2024-01-04 2024-06-03
1. MOODY'S CORP   2022-09-28 2024-06-03
1. VERISK ANALYTICS INC   2023-10-27 2024-06-03
1. VERISK ANALYTICS INC   2019-04-29 2024-06-03
7. CARLISLE COMPANIES INC   2020-07-27 2024-06-04
95. COTY INC-CL A   2023-03-15 2024-06-04
2. VALERO ENERGY CORP   2022-09-28 2024-06-05
2. AGILENT TECHNOLOGIES (IPO)   2022-09-28 2024-06-06
2. DONALDSON INC   2022-09-28 2024-06-06
17. REPAY HOLDINGS CORP   2022-02-15 2024-06-11
1. NOVO NORDISK A/S XXX-XX-XXXX CLASS ACTION   2001-01-01 2024-06-12
7. NCR ATLEOS CORP W/I   2022-09-28 2024-06-12
6. ONTO INNOVATION INC   2022-09-28 2024-06-12
2. TKO GROUP HOLDINGS INC   2024-04-26 2024-06-12
2. BROWN FORMAN CORP CLASS B   2023-12-05 2024-06-21
1. HEICO CORP NEW CL A   2024-03-22 2024-06-21
3. HOWARD HUGHES HOLDINGS INC   2022-09-28 2024-06-21
16. KELLY SERVICES INC CLASS A   2022-09-28 2024-06-21
36. MODEL N INC MERGED 6/27/2024   2023-03-13 2024-06-25
7. SILICON LABORATORIES INC   2019-10-25 2024-06-26
1. ALLSTATE CORP   2023-05-23 2024-06-27
65. PERMIAN RESOURCES CORP   2022-09-28 2024-06-27
3. AERCAP HOLDINGS NV ISIN NL0000687663 SEDOL B1HHKD3   2022-09-28 2024-06-27
2. NCR ATLEOS CORP W/I   2022-09-28 2024-07-02
7. ACI WORLDWIDE INC   2022-09-28 2024-07-08
2. SITEONE LANDSCAPE SUPPLY INC   2024-03-28 2024-07-09
11. SITEONE LANDSCAPE SUPPLY INC   2019-10-25 2024-07-09
5. BROWN FORMAN CORP CLASS B   2023-12-19 2024-07-10
2. COPART INC   2019-04-01 2024-07-10
8. KKR & CO INC CLASS A   2022-09-28 2024-07-10
3. PROGRESSIVE CORP OHIO   2019-06-03 2024-07-10
1. ROPER TECHNOLOGIES INC   2022-09-28 2024-07-10
1. TRANSDIGM GROUP INC   2022-09-28 2024-07-10
1. VERISIGN INC   2022-09-28 2024-07-10
1. AON PLC/IRELAND-A SEDOL BLP1HW5   2022-09-28 2024-07-10
6. BENCHMARK ELECT   2024-01-16 2024-07-11
1. CARLISLE COMPANIES INC   2020-07-27 2024-07-11
5. FRANKLIN ELECTRIC INC   2022-09-28 2024-07-11
2. JACOBS SOLUTIONS INC   2022-09-28 2024-07-11
4. ACI WORLDWIDE INC   2022-09-28 2024-07-12
3. MASTEC INC   2022-09-28 2024-07-12
10. NCR ATLEOS CORP W/I   2022-09-28 2024-07-12
1. APTARGROUP INC   2022-07-01 2024-07-15
263.429 ISHARES S&P 500 INDEX FUND CLASS K   2023-07-21 2024-07-15
4. BROOKFIELD ASSET MGMT-A-W/I SEDOL BP95GD5   2023-12-19 2024-07-15
2. COGNEX CORP   2022-09-28 2024-07-15
1. HUMANA INC   2024-02-21 2024-07-15
6. NOV INC   2022-09-28 2024-07-15
1. TORO CO   2024-06-06 2024-07-15
2. AERCAP HOLDINGS NV ISIN NL0000687663 SEDOL B1HHKD3   2022-09-28 2024-07-15
.5 WR BERKLEY CORP   2020-04-15 2024-07-16
5. ACI WORLDWIDE INC   2022-09-28 2024-07-17
2. DONALDSON INC   2022-09-28 2024-07-17
4. FIVE BELOW   2024-06-10 2024-07-17
9. NMI HOLDINGS INC   2022-10-31 2024-07-17
3. TORO CO   2024-06-06 2024-07-17
2. ARMSTRONG WORLD INDUSTRIE - WI   2020-10-01 2024-07-18
34. CNX RESOURCES CORP   2022-09-28 2024-07-18
1. CARLISLE COMPANIES INC   2020-07-27 2024-07-18
33. OMNICELL INC   2022-09-28 2024-07-18
8. PACIRA BIOSCIENCES INC   2023-11-06 2024-07-18
18. PACIRA BIOSCIENCES INC   2022-09-28 2024-07-18
1. ASBURY AUTOMOTIVE GROUP   2024-04-30 2024-07-19
12. MDU RESOURCES GROUP INC   2023-12-11 2024-07-22
10. AGILENT TECHNOLOGIES (IPO)   2022-09-28 2024-07-23
2. BROOKFIELD CORP SEDOL BP95GG8   2023-03-28 2024-07-23
4. BROOKFIELD INFRASTRUCTURE-A EXCH 12/24/24   2022-09-28 2024-07-23
4. BROWN FORMAN CORP CLASS B   2023-12-19 2024-07-23
2. CARMAX INC   2019-04-01 2024-07-23
3. ENOVIS CORP   2024-03-06 2024-07-23
2. HOWARD HUGHES HOLDINGS INC   2022-09-28 2024-07-23
1. VERISIGN INC   2022-09-28 2024-07-23
3. AON PLC/IRELAND-A SEDOL BLP1HW5   2022-09-28 2024-07-23
3. EPLUS INC   2022-09-28 2024-07-24
5. ACI WORLDWIDE INC   2022-09-28 2024-07-25
2. BROWN & BROWN INC   2019-04-01 2024-07-25
2. ALCON INC SEDOL BJXBP41   2020-03-20 2024-07-25
2. JACOBS SOLUTIONS INC   2022-09-28 2024-07-26
2. MASTEC INC   2022-09-28 2024-07-26
5. DNOW INC   2024-02-02 2024-07-26
10. DNOW INC   2023-05-30 2024-07-26
2. ARMSTRONG WORLD INDUSTRIE - WI   2020-10-01 2024-07-30
2. AERCAP HOLDINGS NV ISIN NL0000687663 SEDOL B1HHKD3   2022-09-28 2024-07-30
3. ACI WORLDWIDE INC   2022-09-28 2024-08-01
4. NMI HOLDINGS INC   2022-10-31 2024-08-01
1. ALCON INC SEDOL BJXBP41   2020-03-20 2024-08-01
5. NMI HOLDINGS INC   2022-12-29 2024-08-07
54. PETIQ INC   2024-06-27 2024-08-07
6. QUALYS INC   2019-10-25 2024-08-07
.444 SEAPORT ENTERTAINMENT GROUP   2022-09-28 2024-08-07
3. TOPBUILD CORP   2019-10-25 2024-08-07
16. ENVISTA HOLDINGS CORP   2023-11-07 2024-08-08
9. NCR VOYIX CORPORATION   2022-09-28 2024-08-08
44. GROCERY OUTLET HOLDING CORP   2020-03-09 2024-08-09
1. AGILENT TECHNOLOGIES (IPO)   2022-09-28 2024-08-12
2. BJ'S WHOLESALE CLUB HOLDINGS   2022-09-28 2024-08-12
3. BROOKFIELD CORP SEDOL BP95GG8   2023-03-28 2024-08-12
2. BROOKFIELD INFRASTRUCTURE-A EXCH 12/24/24   2022-09-28 2024-08-12
1. FASTENAL CO   2022-09-28 2024-08-12
4. HOWARD HUGHES HOLDINGS INC   2022-09-28 2024-08-12
1. PROGRESSIVE CORP OHIO   2020-02-28 2024-08-12
2. VERISIGN INC   2022-09-28 2024-08-12
3. JEFFERIES FINANCIAL GROUP IN   2024-04-29 2024-08-13
11. ENVISTA HOLDINGS CORP   2023-11-06 2024-08-14
3. SM ENERGY COMPANY   2023-12-08 2024-08-14
3. BJ'S WHOLESALE CLUB HOLDINGS   2022-09-28 2024-08-15
3. BJ'S WHOLESALE CLUB HOLDINGS   2022-09-28 2024-08-15
139. GRAY TELEVISION INC   2022-09-28 2024-08-15
2. BJ'S WHOLESALE CLUB HOLDINGS   2022-12-29 2024-08-16
4. BJ'S WHOLESALE CLUB HOLDINGS   2022-12-29 2024-08-21
4. BJ'S WHOLESALE CLUB HOLDINGS   2022-12-29 2024-08-22
1. AGILENT TECHNOLOGIES (IPO)   2022-09-28 2024-08-23
3. BROOKFIELD ASSET MGMT-A-W/I SEDOL BP95GD5   2023-12-19 2024-08-23
5. COGNEX CORP   2022-09-28 2024-08-23
2. FASTENAL CO   2022-09-28 2024-08-23
1. TYLER TECHNOLOGIES INC   2022-09-28 2024-08-23
2. VERISIGN INC   2022-09-28 2024-08-23
2. BJ'S WHOLESALE CLUB HOLDINGS   2022-12-29 2024-08-28
32. LKQ CORP   2022-09-28 2024-08-28
4. BJ'S WHOLESALE CLUB HOLDINGS   2022-12-29 2024-08-30
3. BJ'S WHOLESALE CLUB HOLDINGS   2023-05-26 2024-09-03
3. BJ'S WHOLESALE CLUB HOLDINGS   2023-05-26 2024-09-05
4. BJ'S WHOLESALE CLUB HOLDINGS   2023-05-26 2024-09-06
4. BJ'S WHOLESALE CLUB HOLDINGS   2023-06-05 2024-09-06
4. LKQ CORP   2022-09-28 2024-09-06
4. MASTEC INC   2022-09-28 2024-09-06
3. ADVANCED AUTO PARTS WI   2024-03-01 2024-09-10
4. AGILENT TECHNOLOGIES (IPO)   2022-09-28 2024-09-16
3370.253 AMERICAN BEACON AHL MANAGED FUTURES STRATEGY FUND R5 CLASS   2020-07-29 2024-09-16
8494.759 ANGEL OAK MULTI-STRATEGY INCOME FUND INSTL CLASS   2019-10-28 2024-09-16
9955.576 BLACKROCK EVENT DRIVEN EQ-IS FD-0443   2020-05-27 2024-09-16
2. CARMAX INC   2019-04-01 2024-09-16
2. COSTAR GROUP INC   2022-09-28 2024-09-16
9242.669 EV GL MACR ABS RTRN ADV FUND CLASS R6 FD 1072   2020-05-27 2024-09-16
1. HEICO CORP NEW CL A   2024-03-22 2024-09-16
5. LKQ CORP   2022-09-28 2024-09-16
1. LIVE NATION ENTERTAINMENT INC   2023-04-11 2024-09-16
9. MDU RESOURCES GROUP INC   2023-12-01 2024-09-16
1. MASTEC INC   2022-09-28 2024-09-16
1. PROGRESSIVE CORP OHIO   2020-02-28 2024-09-16
2. TALEN ENERGY CORP   2024-08-06 2024-09-16
1. VERISIGN INC   2022-09-28 2024-09-16
1. JACOBS SOLUTIONS INC   2022-09-28 2024-09-17
8. NEWMARK GROUP INC-CLASS A   2020-08-31 2024-09-17
3. AERCAP HOLDINGS NV ISIN NL0000687663 SEDOL B1HHKD3   2022-09-28 2024-09-17
3. MEDPACE HOLDINGS INC   2019-10-25 2024-09-18
1. ARCH CAPITAL GROUP LTD SEDOL 2740542   2024-06-03 2024-09-18
23. AZEK CO INC/THE   2023-11-14 2024-09-19
6. NORTHERN OIL AND GAS INC   2023-12-08 2024-09-19
49047.91 WESTERN ASSET CORE PLUS BOND FUND CLASS IS   2024-02-09 2024-09-19
1. CARLISLE COMPANIES INC   2020-07-27 2024-09-23
5. ELF BEAUTY INC   2024-08-12 2024-09-23
3. ELF BEAUTY INC   2020-06-11 2024-09-23
1. MASTEC INC   2022-09-28 2024-09-23
7. QUALYS INC   2019-10-25 2024-09-23
2. TALEN ENERGY CORP   2024-05-20 2024-09-23
35. CARMAX INC   2019-04-01 2024-09-24
4. LKQ CORP   2022-09-28 2024-09-24
16. NEWMARK GROUP INC-CLASS A   2020-09-02 2024-09-25
7. ACI WORLDWIDE INC   2022-09-28 2024-09-26
9. BROOKFIELD CORP SEDOL BP95GG8   2019-04-01 2024-09-26
6. BROOKFIELD INFRASTRUCTURE-A EXCH 12/24/24   2022-09-28 2024-09-26
3. DONALDSON INC   2022-09-28 2024-09-26
3. LKQ CORP   2022-09-28 2024-09-26
3. MASTEC INC   2022-09-28 2024-09-26
1. SBA COMMUNICATIONS CORP   2022-09-28 2024-09-26
1. VERISIGN INC   2022-09-28 2024-09-26
2. EPLUS INC   2022-09-28 2024-09-27
14. NEWMARK GROUP INC-CLASS A   2020-09-08 2024-09-27
3. ARGAN INC   2022-09-28 2024-09-30
6. LKQ CORP   2022-09-28 2024-09-30
4. ACI WORLDWIDE INC   2022-09-28 2024-10-01
9. LEMAITRE VASCULAR INC   2019-10-25 2024-10-03
9. LKQ CORP   2022-09-28 2024-10-04
9. MDU RESOURCES GROUP INC   2023-11-28 2024-10-04
1. MASTEC INC   2022-09-28 2024-10-04
39. MOELIS & CO   2022-05-19 2024-10-04
1. AZEK CO INC/THE   2023-11-14 2024-10-07
8. AZEK CO INC/THE   2022-08-16 2024-10-07
23. DUCKHORN PORTFOLIO INC/THE   2024-03-11 2024-10-07
5. BOOT BARN HOLDINGS INC   2022-09-28 2024-10-08
1. MASTEC INC   2022-09-28 2024-10-09
11. NOV INC   2022-09-28 2024-10-09
1. BROWN & BROWN INC   2019-04-01 2024-10-11
15. CNX RESOURCES CORP   2022-09-28 2024-10-11
9. MDU RESOURCES GROUP INC   2023-11-28 2024-10-11
9. NMI HOLDINGS INC   2022-12-29 2024-10-11
11. NOV INC   2022-09-28 2024-10-11
1. ROPER TECHNOLOGIES INC   2022-09-28 2024-10-11
1. TALEN ENERGY CORP   2024-03-07 2024-10-14
38. AERSALE CORP   2023-12-14 2024-10-15
70. AERSALE CORP   2023-06-05 2024-10-15
8. LKQ CORP   2022-09-28 2024-10-15
8. MDU RESOURCES GROUP INC   2023-11-28 2024-10-15
1. MASTEC INC   2022-09-28 2024-10-15
14. WNS HOLDINGS LTD SEDOL BQC4YW1   2019-10-25 2024-10-15
2. ARGAN INC   2022-09-28 2024-10-16
3. MASTEC INC   2022-09-28 2024-10-17
9. NOV INC   2022-09-28 2024-10-17
1. TALEN ENERGY CORP   2024-03-07 2024-10-17
70. ARHAUS INC   2024-07-03 2024-10-18
2. VULCAN MATERIALS CO   2024-08-14 2024-10-22
27. WNS HOLDINGS LTD SEDOL BQC4YW1   2019-10-25 2024-10-22
1. VULCAN MATERIALS CO   2022-09-28 2024-10-23
10. WORLD KINECT CORPORATION   2022-09-28 2024-10-23
1. ARGAN INC   2022-09-28 2024-10-24
2. CBRE GROUP INC   2024-04-05 2024-10-25
2. CBRE GROUP INC   2024-04-05 2024-10-25
7. LKQ CORP   2022-09-28 2024-10-25
14. PERMIAN RESOURCES CORP   2024-08-09 2024-10-28
23. PERMIAN RESOURCES CORP   2022-09-28 2024-10-28
42. PERMIAN RESOURCES CORP   2022-09-28 2024-10-28
3. CSW INDUSTRIALS INC   2022-09-28 2024-10-30
17. ENVISTA HOLDINGS CORP   2023-11-06 2024-10-31
2. ARGAN INC   2022-09-28 2024-11-01
6. BROOKFIELD CORP SEDOL BP95GG8   2019-04-01 2024-11-01
2. BROWN & BROWN INC   2019-04-01 2024-11-01
8. GEO GROUP INC/THE   2023-12-15 2024-11-01
1. HEICO CORP NEW CL A   2024-03-22 2024-11-01
1. HEICO CORP NEW CL A   2022-09-28 2024-11-01
1. HYATT HOTELS CORP CL A   2022-09-28 2024-11-01
2. KKR & CO INC CLASS A   2022-09-28 2024-11-01
6. LKQ CORP   2024-04-29 2024-11-01
1. LKQ CORP   2022-09-28 2024-11-01
1. PROGRESSIVE CORP OHIO   2020-02-28 2024-11-01
1. SBA COMMUNICATIONS CORP   2022-09-28 2024-11-01
1. VERISIGN INC   2022-09-28 2024-11-01
1. VERISK ANALYTICS INC   2019-04-29 2024-11-01
3. FIFTH THIRD BANCORP   2024-07-01 2024-11-04
3. FIFTH THIRD BANCORP   2022-12-29 2024-11-04
20. GEO GROUP INC/THE   2023-11-16 2024-11-04
3. LKQ CORP   2024-04-29 2024-11-04
14. LKQ CORP   2024-07-25 2024-11-04
14. OPTION CARE HEALTH INC   2024-03-07 2024-11-05
14. OPTION CARE HEALTH INC   2023-06-27 2024-11-05
9. CNX RESOURCES CORP   2022-09-28 2024-11-06
22. DUCKHORN PORTFOLIO INC/THE   2024-03-11 2024-11-06
3. SPROUTS FARMERS MARKETS INC   2024-04-30 2024-11-06
2. TALEN ENERGY CORP   2024-03-07 2024-11-06
1. TALEN ENERGY CORP   2024-03-14 2024-11-07
25. DUCKHORN PORTFOLIO INC/THE   2024-04-10 2024-11-12
1. CBRE GROUP INC   2024-04-30 2024-11-13
1. CBRE GROUP INC   2024-05-31 2024-11-13
14. GEO GROUP INC/THE   2023-11-16 2024-11-14
4. GEO GROUP INC/THE   2023-11-08 2024-11-14
1. TALEN ENERGY CORP   2024-03-14 2024-11-18
10. GEO GROUP INC/THE   2023-11-08 2024-11-19
1. AUTODESK INC   2024-07-10 2024-11-20
2. BROOKFIELD CORP SEDOL BP95GG8   2019-04-01 2024-11-20
12. P10 INC-A   2024-01-25 2024-11-20
7. SBA COMMUNICATIONS CORP   2022-09-28 2024-11-20
3. SHERWIN-WILLIAMS CO   2023-09-28 2024-11-20
4. SUMMIT MATERIALS INC -CL A MERGED 02/11/2025   2024-06-07 2024-11-21
15. AGREE RLTY CORP REIT   2022-09-28 2024-11-22
15. AMERICAN WOODMARK CORP   2022-09-28 2024-11-22
8. SPS COMMERCE INC   2022-09-28 2024-11-22
10. AMERICA'S CAR-MART INC   2022-12-09 2024-11-25
1. CBRE GROUP INC   2024-05-31 2024-11-27
38. CNX RESOURCES CORP   2022-09-28 2024-12-02
21. P10 INC-A   2024-01-25 2024-12-03
1. FASTENAL CO   2022-09-28 2024-12-04
4. KKR & CO INC CLASS A   2022-09-28 2024-12-04
4. SUMMIT MATERIALS INC -CL A MERGED 02/11/2025   2024-06-07 2024-12-04
8. SUMMIT MATERIALS INC -CL A MERGED 02/11/2025   2022-09-28 2024-12-04
1. TYLER TECHNOLOGIES INC   2022-09-28 2024-12-04
1. WIX.COM LTD SEDOL BFZCHN7   2022-09-28 2024-12-04
1. ALLSTATE CORP   2023-05-23 2024-12-05
1. CBRE GROUP INC   2022-09-28 2024-12-05
5. JEFFERIES FINANCIAL GROUP IN   2024-03-14 2024-12-05
8. SOUTHSTATE CORPORATION   2022-09-28 2024-12-05
37. DUCKHORN PORTFOLIO INC/THE   2024-04-10 2024-12-06
3. PEGASYSTEMS INC   2019-10-25 2024-12-09
21. P10 INC-A   2024-01-25 2024-12-10
9. WORLD KINECT CORPORATION   2022-09-28 2024-12-10
16. WENDYS COMPANY   2022-11-03 2024-12-11
7. PATTERSON COS INC   2022-09-28 2024-12-13
28. WENDYS COMPANY   2022-09-28 2024-12-13
15. AIR TRANSPORT SERVICES GROUP   2022-09-28 2024-12-16
5. SUMMIT MATERIALS INC -CL A MERGED 02/11/2025   2022-09-28 2024-12-17
33. CARMAX INC   2019-04-01 2024-12-18
12. AIR TRANSPORT SERVICES GROUP   2022-09-28 2024-12-19
3. FIFTH THIRD BANCORP   2022-12-29 2024-12-19
12. SIMULATIONS PLUS INC   2022-01-04 2024-12-19
12. DEVON ENERGY CORP NEW   2022-09-28 2024-12-20
.5 PATRICK INDUSTRIES INC   2022-09-28 2024-12-20
1. AUTODESK INC   2024-07-10 2024-12-23
1. AUTODESK INC   2022-05-25 2024-12-23
8. BROOKFIELD CORP SEDOL BP95GG8   2019-04-01 2024-12-23
3. COPART INC   2019-04-01 2024-12-23
3. SBA COMMUNICATIONS CORP   2022-09-28 2024-12-23
6. SUMMIT MATERIALS INC -CL A MERGED 02/11/2025   2022-09-28 2024-12-23
1. VERISIGN INC   2022-09-28 2024-12-23
17. AIR TRANSPORT SERVICES GROUP   2022-09-28 2024-12-24
8. DEVON ENERGY CORP NEW   2022-09-28 2024-12-24
5. SUMMIT MATERIALS INC -CL A MERGED 02/11/2025   2022-09-28 2024-12-26
12. AIR TRANSPORT SERVICES GROUP   2022-09-28 2024-12-27
8. DEVON ENERGY CORP NEW   2022-09-28 2024-12-27
11. AIR TRANSPORT SERVICES GROUP   2022-09-28 2024-12-30
9. PATTERSON COS INC   2022-09-28 2024-12-30
38. OPTION CARE HEALTH INC   2023-06-27 2024-12-31
10. SUMMIT MATERIALS INC -CL A MERGED 02/11/2025   2022-09-28 2024-12-31
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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    
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    
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    
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    
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    
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    
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    
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    
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    
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    
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 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 500   289 211
b 225   236 -11
c 491   284 207
d 203   212 -9
e 499   281 218
523   316 207
60   55 5
140   125 15
222   209 13
159   87 72
224   154 70
159   87 72
652   68 584
209   181 28
292   130 162
352   132 220
216   185 31
22   28 -6
308   466 -158
865   413 452
128   140 -12
548   577 -29
359   215 144
482   603 -121
332   160 172
79   78 1
310   184 126
102   73 29
445   196 249
207   123 84
259   153 106
259   153 106
139   129 10
629   260 369
340   122 218
139   140 -1
490,242   574,055 -83,813
255,777   275,379 -19,602
451,369   447,834 3,535
144   113 31
173   138 35
159,040   170,976 -11,936
204   123 81
2,028   1,808 220
480   207 273
449   478 -29
637   691 -54
242   154 88
256   183 73
371   251 120
288   223 65
217   209 8
179   138 41
178   132 46
315   213 102
405   326 79
2,388   1,930 458
339   158 181
25   25  
227   142 85
491   370 121
181   138 43
808   413 395
742   295 447
242   185 57
205   123 82
131   418 -287
144   140 4
171   70 101
243   201 42
142   99 43
186   93 93
184   138 46
341   174 167
183   547 -364
174   140 34
86   43 43
1,116   1,172 -56
316   98 218
16   51 -35
185   632 -447
392   176 216
383   186 197
778   470 308
240   168 72
310   184 126
206   123 83
1,220   393 827
244   100 144
142   237 -95
422   241 181
362   130 232
234   121 113
7     7
223   88 135
301   212 89
307   118 189
346   233 113
827   840 -13
261   127 134
241   161 80
247   92 155
336   247 89
184   133 51
569   415 154
118   215 -97
173   117 56
1,229   1,006 223
86   30 56
268   154 114
393   144 249
188   138 50
355   131 224
359   131 228
885   321 564
345   169 176
189   138 51
297   162 135
3,429   672 2,757
626   606 20
238   269 -31
59   71 -12
428   159 269
180   133 47
164   59 105
150   107 43
252   153 99
72   50 22
193   138 55
393   122 271
795   187 608
169   117 52
395   122 273
601   195 406
455   418 37
293   132 161
213   80 133
1,300   534 766
408   122 286
950   413 537
371   248 123
266   153 113
234   228 6
754   420 334
425   667 -242
390   694 -304
229   348 -119
979   1,350 -371
319   262 57
160   83 77
467   661 -194
165   117 48
168   151 17
248   227 21
393   208 185
414   256 158
85   69 16
364   683 -319
197   172 25
192   111 81
215   340 -125
602   429 173
89   121 -32
388   284 104
228   176 52
208   80 128
171   176 -5
436   366 70
53   15 38
227   176 51
397   251 146
254   225 29
254   140 114
2,819   854 1,965
957   1,016 -59
307   207 100
266   246 20
149   99 50
189   310 -121
44     44
193   111 82
1,355   390 965
216   193 23
87   121 -34
179   154 25
194   168 26
353   261 92
1,078   1,153 -75
764   760 4
160   117 43
1,016   426 590
281   127 154
59   32 27
276   145 131
231   352 -121
1,270   878 392
213   295 -82
108   31 77
867   353 514
629   232 397
551   368 183
1,272   534 738
174   176 -2
294   273 21
239   166 73
428   122 306
491   408 83
281   220 61
161   83 78
320   209 111
295   159 136
144   103 41
173,839   131,725 42,114
165   158 7
104   85 19
388   367 21
116   90 26
95   90 5
195   84 111
27   12 15
213   104 109
149   99 50
307   471 -164
340   199 141
299   270 29
242   142 100
880   522 358
423   122 301
911   2,064 -1,153
162   246 -84
364   948 -584
249   215 34
316   233 83
1,317   1,224 93
95   60 35
156   198 -42
175   236 -61
161   138 23
137   190 -53
141   112 29
176   176  
898   818 80
262   125 137
213   104 109
196   59 137
186   87 99
293   220 73
216   140 76
75   50 25
150   94 56
255   142 113
189   84 105
141   62 79
154   87 67
93   43 50
183   105 78
1,643   1,190 453
762   545 217
12   11 1
1,130   271 859
260   347 -87
103   113 -10
862   1,288 -426
135   122 13
168   151 17
134   90 44
74   99 -25
66   47 19
283   213 70
224   72 152
348   351 -3
165   132 33
190   237 -47
134   107 27
255   227 28
257   217 40
615   1,881 -1,266
171   132 39
353   264 89
324   264 60
141   122 19
124   117 7
197   213 -16
136   95 41
571   343 228
358   351 7
165   132 33
1,351   1,523 -172
319   259 60
236   189 47
236   187 49
312   247 65
307   246 61
161   190 -29
390   279 111
116   208 -92
552   490 62
34,073   36,197 -2,124
74,839   94,037 -19,198
101,846   96,768 5,078
157   138 19
157   142 15
99,451   94,919 4,532
203   154 49
203   238 -35
101   70 31
246   174 72
112   70 42
259   72 187
342   235 107
185   176 9
145   110 35
121   34 87
284   127 157
1,072   226 846
113   102 11
1,067   708 359
225   218 7
471,841   456,413 15,428
441   122 319
551   793 -242
331   51 280
126   70 56
887   559 328
364   215 149
2,669   2,415 254
161   190 -29
251   68 183
345   145 200
481   257 224
261   297 -36
220   149 71
118   143 -25
374   209 165
236   289 -53
185   176 9
199   83 116
224   60 164
300   97 203
241   286 -45
202   83 119
808   388 420
355   428 -73
244   172 72
127   70 57
2,648   1,475 1,173
44   31 13
348   174 174
251   206 45
809   300 509
128   70 58
176   166 10
104   30 74
538   230 308
249   171 78
367   189 178
180   166 14
548   368 180
159   87 72
187   529 -342
345   1,049 -704
317   381 -64
236   152 84
126   70 56
700   859 -159
257   65 192
384   209 175
139   136 3
179   87 92
653   1,136 -483
512   484 28
1,255   1,658 -403
253   154 99
310   239 71
124   32 92
265   192 73
265   192 73
265   333 -68
190   203 -13
312   151 161
568   275 293
1,136   364 772
391   365 26
271   65 206
322   154 168
210   59 151
121   85 36
193   154 39
193   113 80
145   83 62
278   88 190
222   264 -42
37   48 -11
243   72 171
230   289 -59
176   176  
273   140 133
129   109 20
129   99 30
275   203 72
112   132 -20
523   550 -27
313   459 -146
313   444 -131
329   138 191
241   193 48
420   202 218
383   172 211
201   85 116
274   217 57
136   88 48
136   87 49
375   134 241
107   38 69
206   85 121
263   95 168
306   246 60
113   51 62
155   110 45
1,536   2,023 -487
1,114   769 345
206   151 55
1,147   1,028 119
1,450   668 782
1,512   992 520
474   739 -265
141   87 54
1,495   584 911
294   192 102
82   47 35
627   176 451
203   151 52
405   193 212
632   343 289
225   76 149
205   117 88
137   69 68
391   219 172
889   637 252
408   315 93
292   225 67
278   189 89
256   211 45
277   334 -57
217   173 44
476   538 -62
328   359 -31
254   120 134
2,775   2,277 498
262   287 -25
127   99 28
345   599 -254
368   688 -320
42   15 27
295   246 49
295   183 112
448   205 243
173   46 127
604   867 -263
304   144 160
198   176 22
372   407 -35
248   459 -211
253   120 133
263   287 -24
251   405 -154
241   263 -22
278   222 56
869   1,124 -255
506   241 265
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
      52,810
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       211
b       -11
c       207
d       -9
e       218
      207
      5
      15
      13
      72
      70
      72
      584
      28
      162
      220
      31
      -6
      -158
      452
      -12
      -29
      144
      -121
      172
      1
      126
      29
      249
      84
      106
      106
      10
      369
      218
      -1
      -83,813
      -19,602
      3,535
      31
      35
      -11,936
      81
      220
      273
      -29
      -54
      88
      73
      120
      65
      8
      41
      46
      102
      79
      458
      181
       
      85
      121
      43
      395
      447
      57
      82
      -287
      4
      101
      42
      43
      93
      46
      167
      -364
      34
      43
      -56
      218
      -35
      -447
      216
      197
      308
      72
      126
      83
      827
      144
      -95
      181
      232
      113
      7
      135
      89
      189
      113
      -13
      134
      80
      155
      89
      51
      154
      -97
      56
      223
      56
      114
      249
      50
      224
      228
      564
      176
      51
      135
      2,757
      20
      -31
      -12
      269
      47
      105
      43
      99
      22
      55
      271
      608
      52
      273
      406
      37
      161
      133
      766
      286
      537
      123
      113
      6
      334
      -242
      -304
      -119
      -371
      57
      77
      -194
      48
      17
      21
      185
      158
      16
      -319
      25
      81
      -125
      173
      -32
      104
      52
      128
      -5
      70
      38
      51
      146
      29
      114
      1,965
      -59
      100
      20
      50
      -121
      44
      82
      965
      23
      -34
      25
      26
      92
      -75
      4
      43
      590
      154
      27
      131
      -121
      392
      -82
      77
      514
      397
      183
      738
      -2
      21
      73
      306
      83
      61
      78
      111
      136
      41
      42,114
      7
      19
      21
      26
      5
      111
      15
      109
      50
      -164
      141
      29
      100
      358
      301
      -1,153
      -84
      -584
      34
      83
      93
      35
      -42
      -61
      23
      -53
      29
       
      80
      137
      109
      137
      99
      73
      76
      25
      56
      113
      105
      79
      67
      50
      78
      453
      217
      1
      859
      -87
      -10
      -426
      13
      17
      44
      -25
      19
      70
      152
      -3
      33
      -47
      27
      28
      40
      -1,266
      39
      89
      60
      19
      7
      -16
      41
      228
      7
      33
      -172
      60
      47
      49
      65
      61
      -29
      111
      -92
      62
      -2,124
      -19,198
      5,078
      19
      15
      4,532
      49
      -35
      31
      72
      42
      187
      107
      9
      35
      87
      157
      846
      11
      359
      7
      15,428
      319
      -242
      280
      56
      328
      149
      254
      -29
      183
      200
      224
      -36
      71
      -25
      165
      -53
      9
      116
      164
      203
      -45
      119
      420
      -73
      72
      57
      1,173
      13
      174
      45
      509
      58
      10
      74
      308
      78
      178
      14
      180
      72
      -342
      -704
      -64
      84
      56
      -159
      192
      175
      3
      92
      -483
      28
      -403
      99
      71
      92
      73
      73
      -68
      -13
      161
      293
      772
      26
      206
      168
      151
      36
      39
      80
      62
      190
      -42
      -11
      171
      -59
       
      133
      20
      30
      72
      -20
      -27
      -146
      -131
      191
      48
      218
      211
      116
      57
      48
      49
      241
      69
      121
      168
      60
      62
      45
      -487
      345
      55
      119
      782
      520
      -265
      54
      911
      102
      35
      451
      52
      212
      289
      149
      88
      68
      172
      252
      93
      67
      89
      45
      -57
      44
      -62
      -31
      134
      498
      -25
      28
      -254
      -320
      27
      49
      112
      243
      127
      -263
      160
      22
      -35
      -211
      133
      -24
      -154
      -22
      56
      -255
      265
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 29,737
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,154
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 3,154
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 3,154
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 7,316
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 7,316
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 4,162
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,578 Refundedright arrow 11 2,584
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowPNC BANK NA Telephone no.right arrow (412) 768-9680

Located atright arrow500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+4right arrow15219
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
FRED N BUCH TRUSTEE
1 		5,000    
1107 W Main Street
EPHRATA,PA17522
RICHARD CUMMINGS TRUSTEE
1 		2,500    
1954 MELODAY LANE
LANCASTER,PA17601
W CRAIG BROSSMAN TRUSTEE
1 		5,000    
POBOX 0576
TERRE HILL,PA175810576
PATRICK J CASTAGNA TRUSTEE
1 		5,000    
255 ESHELMAN ROAD
LANCASTER,PA17601
Clarence E Spohn TRUSTEE
1 		2,500    
62 Scenic Circle
Lititz,PA17543
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
9,730,734
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
9,730,734
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
9,730,734
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
145,961
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,584,773
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
479,239
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
479,239
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,154
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,154
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
476,085
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
476,085
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
476,085
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
517,692
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
517,692
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 476,085
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...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 69,764
f Total of lines 3a through e ........ 69,764
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 517,692
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..... 476,085
e Remaining amount distributed out of corpus 41,607
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 5 111,371
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) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		111,371
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 69,764
e Excess from 2024.... 41,607
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ANNE BROSSMAN SWEIGART CHARITABLE F
PO BOX 757
EPHRATA,PA17522
(717) 581-9321
bThe form in which applications should be submitted and information and materials they should include:
APPLY IN LETTER FORM
cAny submission deadlines:
SEPTEMBER 1ST DEADLINE - GRANTS DISTRIBUTED IN NOVEMBER
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
RESTRICTED TO CHARITABLE ORGANIZATIONS IN THE DENVER AND EPHRATA AREAS
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

BOY SCOUTS OF AMERICA

630 JANET AVE STE B-114
LANCASTER,PA17601 		NONE PC GENERAL SUPPORT 5,000

EPHRATA AREA SOCIAL SERVICES

227 N STATE ST
EPHRATA,PA17522 		NONE PC GENERAL SUPPORT 25,000

EPHRATA CLOISTER ASSOCIATES

632 W MAIN ST
EPHRATA,PA17522 		NONE PC GENERAL SUPPORT 5,000

EPHRATA PUBLIC LIBRARY

550 S READING RD
EPHRATA,PA17522 		NONE PC GENERAL SUPPORT 5,000

EPHRATA RECREATION CENTER

130 S ACADEMY DR
EPHRATA,PA17522 		NONE PC GENERAL SUPPORT 10,000

EPHRATA PIONEER FIRE COMPANY

135 S STATE ST
EPHRATA,PA17522 		NONE PC GENERAL SUPPORT 2,500

LINCOLN FIRE COMPANY

38 S MARKET ST
EPHRATA,PA17522 		NONE NC GENERAL SUPPORT 2,500

GOOD SAMARITAN SHELTER INC

PO BOX 756
EPHRATA,PA17522 		NONE PC GENERAL SUPPORT 23,000

HISTORICAL SOCIETY OF THE COCALICO
VALLEY
237-249 W MAIN ST
EPHRATA,PA17522 		NONE PC GENERAL SUPPORT 15,000

EVANGELICAL LUTHERAN CHURCH OF THE HOLY
TRINITY
167 E MAIN ST
EPHRATA,PA17522 		NONE PC GENERAL SUPPORT 5,000

KEYSTONE PET ENHANCED THERAPY SERVICES

630 JANET AVE
LANCASTER,PA17601 		NONE PC GENERAL SUPPORT 5,000

LINCOLN CEMETERY ASSOC OF LANCASTER
COUNTY
1391 W MAIN ST
EPHRATA,PA17522 		NONE PC GENERAL SUPPORT 10,000

LITITZ HISTORICAL FOUNDATION

137-145 E MAIN ST
LITITZ,PA17543 		NONE PC GENERAL SUPPORT 5,000

LITITZ PUBLIC LIBRARY

651 KISSEL HILL RD
LITITZ,PA17543 		NONE PC GENERAL SUPPORT 5,000

LITITZ RECREATION CENTER

301 W MAPLE ST
LITITZ,PA17543 		NONE PC GENERAL SUPPORT 10,000

LITITZ WARWICK COMMUNITY CHEST

PO BOX 148
LITITZ,PA17543 		NONE PC GENERAL SUPPORT 17,500

MOUNT GRETNA HISTORICAL SOCIETY

PO BOX 362
MOUNT GRETNA,PA17064 		NONE PC GENERAL SUPPORT 7,500

MUDDY CREEK EVANGELICAL CHURCH

11 S MUDDY CREEK CHURCH RD
DENVER,PA17517 		NONE PC GENERAL SUPPORT 5,000

ST LUKES UNITED CHURCH OF CHRIST

222 N BROAD ST
LITITZ,PA17543 		NONE PC GENERAL SUPPORT 3,000

STEVENS FIRE COMPANY

PO BOX 28
STEVENS,PA17578 		NONE NC GENERAL SUPPORT 2,500

CONSERVATION FDN LANCASTER CNTY

1383 ARCADIA ROAD ROOM 200
LANCASTER,PA176011349 		NONE PC GENERAL SUPPORT 2,000

AARON'S ACRES
ATTN RISA C PASKOFF
1861 CHARTER LANE STE 114
LANCASTER,PA17601 		NONE PC GENERAL SUPPORT 5,000

The Arc of the United States

2000 PENNSYLVANIA AVENUE NW 500
WASHINGTON,DC200061812 		NONE PC GENERAL SUPPORT 2,000

CHRISTIAN ENDEAVOR

403 E FULTON ST
EPHRATA,PA17522 		NONE PC GENERAL SUPPOERT 2,500

EPHRATA AREA REHAB SERVICES (EARS)

300 WEST CHESTNUT ST STE 101
EPHRATA,PA17522 		NONE PC GENERAL SUPPORT 20,000

BRICKERVILLE FIRE COMPANY

10 HOPELAND RD
LITITZ,PA17543 		NONE NC GENERAL SUPPORT 2,500

FIVEPOINTVILLE FIRE COMPANY

1087 DRY TAVERN RD
DENVER,PA17517 		NONE PC GENERAL SUPPORT 2,500

MARTINDALE FIRE COMPANY

542 GRISTMILL ROAD
EPHRATA,PA17522 		NONE PC GENERAL SUPPORT 2,500

WEAVERLAND FIRE COMPANY

403 NORTH EARL STREET
TERRE HILL,PA17581 		NONE PC GENERAL SUPPORT 2,500

WEST EARL FIRE COMPANY

14 SCHOOL LANE AVE
BROWNSTOWN,PA17508 		NONE PC GENERAL SUPPORT 2,500

GIRLS ON THE RUN

PO BOX 262
LANDISVILLE,PA17538 		NONE PC GENERAL SUPPORT 5,000

GRETNA THEATRE

PO BOX 578
MT GRETNA,PA17064 		NONE PC GENERAL SUPPORT 10,000

PENNSYLVANIA CANINE SEARCH & RESCUE

PO BOX 673
ADAMSTOWN,PA19501 		NONE PC GENERAL SUPPORT 5,000

REAL LIFE COMM SERVICES

PO BOX 22
DENVER,PA17517 		NONE PC GENERAL SUPPORT 10,000

RIDER UNIVERSITY

2083 LAWRENCEVILLE RD
LAWRENCEVILLE,NJ08647 		NONE PC SCHOLARSHIP 50,000

THE BRIDGE YOUTH CENTER

119 CHURCH AVE
EPHRATA,PA17522 		NONE PC GENERAL SUPPORT 3,000

TNT YOUTH MINISTRIES

510 STEVENS ROAD
EPHRATA,PA17522 		NONE PC GENERAL SUPPORT 2,500

Lititz Fire Company

24 W MAIN ST
LITITZ,PA17543 		NONE NC GENERAL SUPPORT 2,500

GRETNA MUSIC
ATTN CARL KANE
ONE ALPHA DRIVE
ELIZABETHTOWN,PA17022 		NONE PC GENERAL SUPPORT 7,500

GRACE HOUSE BLESSINGS
C/O ST PAULS UCC
PO BOX 177
BOWMANSVILLE,PA17507 		NONE PC GENERAL SUPPORT 5,000

SMOKESTOWN FIRE CO NO 1
ATTN BRIAN S AUKER
860 SMOKESTOWN RD
DENVER,PA17517 		NONE NC GENERAL SUPPORT 2,500

WEST CHESTER UNIVERSITY

700 S HIGH STREET
WEST CHESTER,PA19383 		NONE PC GENERAL 5,000

ZION LUTHERAN CHURCH

PO BOX 256
FRACKVILLE,PA179310256 		NONE PC GENERAL SUPPORT 5,000

REAMSTOWN FIRE CO NO 1
ATTN AUDREY NOLL
PO BOX 276
REAMSTOWN,PA17567 		NONE NC GENERAL SUPPORT 2,500

GIRL SCOUTS IN THE HEART OF PA

350 HALE AVENUE
HARRISBURG,PA17104 		NONE PC GENERAL SUPPORT 3,000

SALEM EVANGELICAL LUTHERAN CHURCH

301 E PITTSBURGH ST
DELMONT,PA156261427 		NONE PC GENERAL SUPPORT 2,000

MESSIAH UNIVERSITY

ONE UNIVERSITY AVENUE
MECHANICSBURG,PA17055 		NONE PC GENERAL SUPPORT 5,000

Servant Stage Company

201 W MAIN ST
Strasburg,PA175791109 		NONE PC GENERAL SUPPORT 3,000

LANCASTER SCIENCE FACTORY

454 NEW HOLLAND AVE
LANCASTER,PA17602 		NONE PC GENERAL SUPPORT 5,000

Terre Hill Area Historical Society

PO BOX 93
TERRE HILL,PA175810093 		NONE PC GENERAL SUPPORT 4,500

Elanco Foundation Inc

2500 INNOVATION WAY N
GREENFIELD,IN461409163 		NONE PC GENERAL SUPPORT 3,000
Total .................................right arrow 3a 353,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 270,358  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....       -2,080  
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 29,737  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSECTION 897 CAPITA 		    14 1  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   298,016  
13Total. Add line 12, columns (b), (d), and (e)..................
13
298,016
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
Yes
 
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
1a(1) 2,500 Brickerville Fire Company CASH GRANT
1a(1) 2,500 Lincoln Fire Company #1 of Ephrata CASH GRANT
1a(1) 2,500 Lititz Fire Company CASH GRANT
1a(1) 2,500 Reamstown Fire Company No 1 CASH GRANT
1a(1) 2,500 Smokestown Fire Company No 1 CASH GRANT
1a(1) 2,500 Stevens Fire Company CASH GRANT
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 ExpenditureResponsibilityStmt
Name:
ANNE B SWEIGART CHARITABLE FOUNDATION
EIN:
20-2751003
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
Brickerville Volunteer Fire Company
  		10 Hopeland Rd
Lititz,PA17543 		2024-11-27 2,500 General Support for Local Fire Company 2,500 No 11/18/2024 2025-03-24  
Lincoln Fire Co #1 of Ephrata
  		38 S Market St
Ephrata,PA17522 		2024-11-27 2,500 General Support for Local Fire Company 2,500 No 11/18/2024 2025-03-24  
Lititz Fire Company
  		24 W Main St Po Box 391
Lititz,PA17543 		2024-11-27 2,500 General Support for Local Fire Company 2,500 No 11/18/2024 2025-03-24  
Denver Fire Company Station 13
  		12 W Church St PO Box 276
Reamstown,PA17567 		2024-11-27 2,500 Support for Local Fire Company 2,500 No 11/18/2024 2025-03-24  
Smokestown Fire Company
  		860 Smokestown Rd
Denver,PA17517 		2024-11-27 2,500 General Support for Local Fire Company 2,500 No 11/18/2024 2025-03-24  
Stevens Fire Company
  		Station 17-3 91 Stevens Rd
Stevens,PA17578 		2024-11-27 2,500 Support for Local Fire Company 2,500 No 11/27/2024 2025-03-24  

TY 2024 InvestmentsCorpStockSchedule
Name:
ANNE B SWEIGART CHARITABLE FOUNDATION
EIN:
20-2751003
Name of Stock End of Year Book Value End of Year Fair Market Value
101121101 BXP INC REIT 2,893 3,123
115236101 BROWN & BROWN INC 5,706 19,588
115637209 BROWN FORMAN CORP CL 4,056 2,849
142339100 CARLISLE COMPANIES I 3,048 9,590
143130102 CARMAX INC 2,856 3,843
207410101 CONMED CORP 1,118 958
217204106 COPART INC 4,648 17,332
256746108 DOLLAR TREE INC 5,873 4,646
302081104 EXLSERVICE HOLDINGS 968 2,840
302130109 EXPEDITORS INTERNATI 1,588 2,326
311900104 FASTENAL CO 1,512 2,301
366651107 GARTNER INC 3,712 15,503
436893200 HOME BANCSHARES INC 1,372 2,292
451107106 IDACORP INC 1,760 2,186
488152208 KELLY SERVICES INC C 285 293
500643200 KORN FERRY 1,466 2,496
525558201 LEMAITRE VASCULAR IN 1,148 3,041
526057104 LENNAR CORP CLASS A 1,036 3,409
530307305 LIBERTY BROADBAND-C 4,970 4,037
556269108 MADDEN STEVEN LTD 974 1,403
570535104 MARKEL GROUP INC 2,960 5,179
573284106 MARTIN MARIETTA MATL 3,482 5,165
595017104 MICROCHIP TECHNOLOGY 4,586 5,448
626755102 MURPHY USA INC-W/I 499 3,011
640491106 NEOGEN CORP    
705573103 PEGASYSTEMS INC 2,468 4,474
743315103 PROGRESSIVE CORP OHI 652 2,156
747316107 QUAKER CHEMICAL CORP 1,506 1,267
759916109 REPLIGEN CORP 1,556 2,159
778296103 ROSS STORES INC 5,842 10,740
826919102 SILICON LABORATORIES    
829214105 SIMULATIONS PLUS INC 3,182 2,120
830830105 CHAMPION HOMES INC 795 1,850
882681109 TEXAS ROADHOUSE INC 897 3,789
902788108 UMB FINL CORP 1,057 2,257
925550105 VIAVI SOLUTIONS INC 1,374 1,343
928881101 VONTIER CORP-W/I 1,125 1,787
03662Q105 ANSYS INC 364 1,012
03783C100 APPFOLIO INC - A 984 1,974
04247X102 ARMSTRONG WORLD INDU 2,262 4,523
05550J101 BJ'S WHOLESALE CLUB    
12504L109 CBRE GROUP INC 5,937 11,291
12514G108 CDW CORP/DE 2,320 5,569
26856L103 ELF BEAUTY INC 136 1,004
29260V105 ENDAVA PLC- SPON ADR    
29355X107 ENPRO INC 1,196 3,277
29415F104 ENVISTA HOLDINGS COR    
37637Q105 GLACIER BANCORP INC 1,634 2,059
39874R101 GROCERY OUTLET HOLDI    
50540R409 LABORATORY CORP OF A    
58506Q109 MEDPACE HOLDINGS INC 376 1,661
59064R109 MESA LABS INC 1,978 1,451
60786M105 MOELIS & CO 2,316 6,797
65158N102 NEWMARK GROUP INC-CL    
74758T303 QUALYS INC    
76029L100 REPAY HOLDINGS CORP 2,532 2,129
78709Y105 SAIA INC 659 1,367
82982L103 SITEONE LANDSCAPE SU    
89055F103 TOPBUILD CORP 139 623
92345Y106 VERISK ANALYTICS INC 702 1,377
92932M101 WNS HOLDINGS LTD ADR    
98139A105 WORKIVA INC 1,970 3,723
G0450A105 ARCH CAPITAL GROUP L 7,826 20,686
G6095L109 APTIV PLC-WHEN ISSUE    
G9618E107 WHITE MOUNTAINS INSU 2,520 3,890
H01301128 ALCON INC SEDOL BJXB 1,086 2,122
032095101 AMPHENOL CORP NEW CL 1,574 6,667
038336103 APTARGROUP INC 931 1,414
040413106 ARISTA NETWORKS INC    
05368M106 AVID BIOSERVICES INC    
05478C105 AZEK CO INC/THE 365 949
084423102 WR BERKLEY CORP 2,793 5,267
099406100 BOOT BARN HOLDINGS I 1,637 5,162
12740C103 CADENCE BANK 993 1,344
13765N107 CANNAE HOLDINGS INC 2,231 1,787
258278100 DORMAN PRODUCTS INC 1,763 2,721
25862V105 DOUBLEVERIFY HOLDING 1,259 826
55306N104 MKS INSTRS INC 3,694 3,967
629209305 NMI HOLDINGS INC-CLA    
68213N109 OMNICELL INC    
693718108 PACCAR INC 3,604 6,761
98956P102 ZIMMER BIOMET HOLDIN 2,764 2,641
G39108108 GATES INDUSTRIAL COR 1,542 2,222
001744101 AMN HEALTHCARE SERVI 2,630 789
00187Y100 API GROUP CORP 629 1,655
004498101 ACI WORLDWIDE INC 415 1,038
006739106 ADDUS HOMECARE CORP 1,984 2,758
007973100 ADVANCED ENERGY INDS 1,630 2,313
00846U101 AGILENT TECHNOLOGIES    
008492100 AGREE RLTY CORP REIT 1,003 1,198
00922R105 AIR TRANSPORT SERVIC 1,019 967
01626W101 ALIGHT INC - CLASS A 1,088 1,031
020002101 ALLSTATE CORP 2,428 4,434
023436108 AMEDISYS INC    
025537101 AMERICAN ELECTRIC PO 3,716 3,689
030420103 AMERICAN WATER WORKS 2,917 2,490
030506109 AMERICAN WOODMARK CO    
03062T105 AMERICA'S CAR-MART I    
035710839 ANNALY CAPITAL MANAG 2,765 3,001
03990B101 ARES MANAGEMENT CORP 1,879 3,187
04010E109 ARGAN INC 292 1,233
04041L106 ARIS WATER SOLUTION 1,188 2,179
043436104 ASBURY AUTOMOTIVE GR 4,021 4,375
047649108 ATKORE INC 1,370 1,502
04911A107 ATLANTIC UNION BANKS 2,344 2,727
052769106 AUTODESK INC 1,466 2,365
05350V106 AVANOS MEDICAL INC 2,062 1,528
05589G102 THE BALDWIN INSURANC 1,292 1,899
05722G100 BAKER HUGHES COMPANY 948 1,846
057665200 BALCHEM CORP CL B 1,687 2,282
067806109 BARNES GROUP INC    
08160H101 BENCHMARK ELECT 1,531 2,769
09227Q100 BLACKBAUD INC 1,486 2,144
11271J107 BROOKFIELD CORP SEDO 4,692 10,571
11275Q107 BROOKFIELD INFRASTRU    
11284V105 BROOKFIELD RENEWABLE    
113004105 BROOKFIELD ASSET MGM 3,503 6,069
126402106 CSW INDUSTRIALS INC 846 2,470
126501105 CTS CORP 1,343 1,687
12653C108 CNX RESOURCES CORP    
12685J105 CABLE ONE INC    
147448104 CASELLA WASTE SYS IN 2,044 2,751
14808P109 CASS INFORMATION SYS 1,197 1,391
159864107 CHARLES RIV LABORATO 3,362 3,138
165303108 CHESAPEAKE UTILITIES 1,631 1,699
171340102 CHURCH & DWIGHT INC 2,050 2,932
191098102 COCA COLA CONSOLIDAT    
192422103 COGNEX CORP    
194014502 ENOVIS CORP 3,887 3,379
199908104 COMFORT SYS USA INC    
205306103 COMPUTER PROGRAMS &    
21871N101 CORECIVIC INC 2,121 4,087
22160N109 COSTAR GROUP INC 5,900 5,942
229663109 CUBESMART 1,772 1,843
23355L106 DXC TECHNOLOGY CO    
25179M103 DEVON ENERGY CORP NE    
254543101 DIODES INC 2,026 1,850
254709108 DISCOVER FINANCIAL W    
25754A201 DOMINO'S PIZZA, INC. 2,856 3,778
257651109 DONALDSON INC 447 606
26484T106 DUN & BRADSTREET HOL 1,853 2,019
26875P101 EOG RES INC 1,938 2,206
29275Y102 ENERSYS 1,673 2,218
294268107 EPLUS INC 457 813
298736109 EURONET WORLDWIDE IN 2,442 3,188
30040P103 EVERTEC INC SEDOL B7 1,270 1,416
30049A107 EVOLUTION PETROLEUM 435 345
30069T101 EXCELERATE ENERGY IN 2,143 2,874
316773100 FIFTH THIRD BANCORP 2,415 3,213
337932107 FIRSTENERGY CORP 3,168 3,421
339750101 FLOOR & DECOR HOLDIN 3,368 4,786
349853101 FORWARD AIR CORP    
353514102 FRANKLIN ELECTRIC IN 1,467 1,754
35671D857 FREEPORT-MCMORAN INC 1,310 1,828
36251C103 GMS INC    
36467J108 GAMING AND LEISURE P 2,339 2,504
37247D106 GENWORTH FINANCIAL I 1,104 2,125
389375106 GRAY TELEVISION INC    
40171V100 GUIDEWIRE SOFTWARE I 1,435 3,034
422806208 HEICO CORP NEW CL A 5,657 9,304
43300A203 HILTON WORLDWIDE HLD 4,907 9,886
444859102 HUMANA INC 2,089 1,522
447011107 HUNTSMAN CORP 1,794 1,226
448579102 HYATT HOTELS CORP CL 993 1,884
44925C103 ICF INTERNATIONAL IN 2,338 2,623
45168D104 IDEXX LABS INC 994 1,240
457030104 INGLES MARKETS INC C 1,853 1,482
45826H109 INTEGER HOLDINGS COR 1,783 3,843
46571Y107 I3 VERTICALS INC-CLA 1,005 1,037
46982L108 JACOBS SOLUTIONS INC 2,187 3,207
48251W104 KKR & CO INC CLASS A 3,133 10,502
483007704 KAISER ALUMINUM CORP 1,774 1,968
49271V100 KEURIG DR PEPPER INC 4,767 4,433
493732101 K.FORCE INC 2,585 2,552
50187T106 LGI HOMES INC 3,304 3,129
501889208 LKQ CORP    
536797103 LITHIA MTRS INC CL A 3,397 3,932
538034109 LIVE NATION ENTERTAI 2,795 5,180
540424108 LOEWS CORPORATION 1,515 2,541
553530106 MSC INDL DIRECT INC 654 672
55354G100 MSCI INC 3,266 4,200
566324109 MARCUS & MILLICHAP I 2,191 2,640
576323109 MASTEC INC    
580589109 MCGRATH RENTCORP 2,324 3,019
587376104 MERCANTILE BANK CORP 1,040 1,379
609027107 MONARCH CASINO & RES 1,634 2,288
615369105 MOODY'S CORP 754 1,420
62886E108 NCR VOYIX CORPORATIO 542 595
62955J103 NOV INC    
665531307 NORTHERN OIL AND GAS 1,854 2,378
67103H107 O REILLY AUTOMOTIVE 5,631 9,486
681116109 OLLIE'S BARGAIN OUTL 1,587 3,072
682189105 ON SEMICONDUCTOR COR 2,449 2,270
683344105 ONTO INNOVATION INC    
68621T102 ORIGIN BANCORP INC 1,740 1,598
695127100 PACIRA BIOSCIENCES I    
70014A104 PARK AEROSPACE CORP 711 938
703343103 PATRICK INDUSTRIES I 914 2,575
703395103 PATTERSON COS INC 494 617
71424F105 PERMIAN RESOURCES CO 1,075 2,358
739276103 POWER INTEGRATIONS I 2,233 2,036
74051N102 PREMIER INC-CLASS A    
750236101 RADIAN GROUP INC 529 888
7591EP100 REGIONS FINANCIAL CO 1,598 1,835
760759100 REPUBLIC SVCS INC 2,961 4,426
76171L106 REYNOLDS CONSUMER PR 3,187 3,212
776696106 ROPER TECHNOLOGIES I 3,680 5,199
78410G104 SBA COMMUNICATIONS C 867 611
78454L100 SM ENERGY COMPANY 3,161 3,915
78463M107 SPS COMMERCE INC    
78469C103 S P PLUS CORPORATION    
811707801 SEACOAST BANKING COR 1,930 1,927
816300107 SELECTIVE INSURANCE 2,618 2,993
840441109 SOUTHSTATE CORPORATI 1,528 1,990
844895102 SOUTHWEST GAS HOLDIN 1,184 1,273
84612U107 SOVOS BRANDS INC    
860372101 STEWART INFORMATION 1,485 2,295
86614U100 SUMMIT MATERIALS INC 939 1,973
867892101 SUNSTONE HOTEL INVS 1,393 1,658
868459108 SUPERNUS PHARMACEUTI 1,203 1,302
871607107 SYNOPSYS INC    
874054109 TAKE TWO INTERACTIVE    
885160101 THOR INDUSTRIES INC 4,152 4,116
893641100 TRANSDIGM GROUP INC 5,010 10,138
896215209 TRIMAS CORP 948 934
89679E300 TRIUMPH FINANCIAL IN 1,170 1,818
902252105 TYLER TECHNOLOGIES I 2,341 4,036
904708104 UNIFIRST CORP 2,336 2,395
91879Q109 VAIL RESORTS INC 1,871 1,687
91913Y100 VALERO ENERGY CORP 1,241 1,471
92343E102 VERISIGN INC 527 621
92552R406 VIAD CORP 1,180 1,743
929160109 VULCAN MATERIALS CO 7,277 11,318
95058W100 WENDYS COMPANY    
962166104 WEYERHAEUSER CO 2,361 2,252
981475106 WORLD KINECT CORPORA    
985817105 YELP INC 659 851
98850P109 YUM CHINA HOLDINGS I 1,698 1,734
G02602103 AMDOCS LIMITED ISIN 2,342 2,469
G037AX101 AMBARELLA INC SEDOL 1,578 2,037
G0403H108 AON PLC/IRELAND-A SE    
G0692U109 AXIS CAPITAL HOLDING 2,059 3,633
L7579L106 PERIMETER SOLUTIONS    
M6158M104 ITURAN LOCATION AND 413 592
M98068105 WIX.COM LTD SEDOL BF 378 1,073
N00985106 AERCAP HOLDINGS NV I 2,237 5,072
00182C103 ANI PHARMACEUTICALS 1,267 1,437
005098108 ACUSHNET HOLDINGS CO 1,476 1,990
00751Y106 ADVANCED AUTO PARTS 1,096 804
00810F106 AERSALE CORP    
044186104 ASHLAND INC 934 786
16359R103 CHEMED CORP 2,190 2,119
222070203 COTY INC-CL A    
24665A103 DELEK HOLDCO INC 1,688 1,110
262037104 DRILL-QUIP INC    
29082K105 EMBECTA CORP-W/I 1,455 1,363
302635206 FS KKR CAPITAL CORP 811 999
313855108 FEDERAL SIGNAL CORP 1,801 2,310
344849104 FOOT LOCKER INC 1,336 979
36162J106 GEO GROUP INC/THE 838 2,686
388689101 GRAPHIC PACKAGING HL 3,905 4,101
42328H109 HELIOS TECHNOLOGIES    
44267T102 HOWARD HUGHES HOLDIN 737 692
47233W109 JEFFERIES FINANCIAL 2,353 4,782
499049104 KNIGHT SWIFT TRANSPO 1,941 1,909
502431109 L3 HARRIS TECHNOLOGI 3,495 3,785
531229755 LIBERTY MEDIA CORP-L 5,264 8,061
531229771 LIBERTY MEDIA CORP-L 880 1,093
552690109 MDU RESOURCES GROUP    
559663109 MAGNOLIA OIL & GAS C 1,528 1,613
607525102 MODEL N INC    
62945V109 NV5 HOLDINGS INC 2,598 1,941
63001N106 NCR ATLEOS CORP W/I    
668074305 NORTHWESTERN ENERGY 1,730 1,657
67011P100 DNOW INC 281 390
68404L201 OPTION CARE HEALTH I 1,124 882
693282105 PDF SOLUTIONS INC 1,337 1,110
69349H107 TXNM ENERGY INC 1,324 1,573
74967X103 RH 492 787
824348106 SHERWIN-WILLIAMS CO    
87422Q109 TALEN ENERGY CORP 819 2,619
87612G101 TARGA RESOURCES CORP 554 1,250
880770102 TERADYNE INCORPORATE 2,891 3,274
896945201 TRIPADVISOR INC CLAS 1,196 975
941848103 WATERS CORP 4,442 5,936
971378104 WILLSCOT HOLDINGS CO 2,443 2,007
N72482123 QIAGEN NV SEDOL BYXS    
P73684113 ONESPAWORLD HOLDINGS 1,399 2,567
000360206 AAON INC COM PAR $0. 2,176 2,824
011311107 ALAMO GROUP INC 2,478 2,231
023939101 AMENTUM HOLDINGS INC 450 505
031100100 AMETEK INC NEW 1,325 1,442
040413205 ARISTA NETWORKS INC 672 5,748
09624H208 BLUELINX HOLDINGS IN 324 306
104674106 BRADY CORPORATION CL 467 591
11276H106 BROOKFIELD INFRASTRU 5,465 5,561
11285B108 BROOKFIELD RENEWABLE 1,895 1,604
12510Q100 CCC INTELLIGENT SOLU 2,037 1,994
13646K108 CANADIAN PACIFIC KAN 1,742 1,665
14174T107 CARETRUST REIT INC-W 1,462 1,542
192576106 COHU INC 1,921 1,682
229899109 CULLEN FROST BANKERS 1,551 2,014
26884L109 EQT CORPORATION 1,481 1,844
29362U104 ENTEGRIS, INC 771 693
296315104 ESCO TECHNOLOGIES IN 2,024 2,531
303250104 FAIR ISAAC CORPORATI 3,840 5,973
36262G101 GXO LOGISTICS INC-W/ 516 522
363576109 GALLAGHER ARTHUR J & 2,254 2,271
384109104 GRACO INC 2,388 2,444
42226A107 HEALTHEQUITY INC 1,632 2,015
443320106 HUB GROUP INC CL A 921 936
45674M101 INFORMATICA INC - CL 1,861 1,841
45778Q107 INSPERITY INC 1,043 1,008
466032109 J & J SNACK FOODS CO 1,464 1,396
47103N106 JANUS INTERNATIONAL 1,129 823
48238T109 OPENLANE INC 1,560 1,825
504922105 LABCORP HOLDINGS INC 5,973 8,485
516806205 VITAL ENERGY INC 1,958 1,515
52110M109 LAZARD INC 1,497 1,287
53815P108 LIVERAMP HOLDINGS IN 1,697 1,640
553498106 MSA SAFETY INC 1,887 1,658
589889104 MERIT MEDICAL SYSTEM 1,090 1,064
63947X101 NCINO INC 1,234 1,108
64119V303 NETSTREIT CORP 1,490 1,358
675232102 OCEANEERING INTERNAT 1,488 1,617
693656100 PVH CORP 727 740
69376K106 P10 INC-A 935 1,400
698813102 PAPA JOHN'S INTL INC 1,666 1,437
70438V106 PAYLOCITY HOLDING CO 1,772 2,194
71385M107 PERIMETER SOLUTIONS 507 805
741511109 PRICESMART INC 953 922
74275K108 PROCORE TECHNOLOGIES 1,349 1,199
74340E103 PROGYNY INC 1,190 1,432
749685103 RPM INTERNATIONAL IN 1,330 1,477
78351F107 RYAN SPECIALTY HOLDI 596 577
81282V100 UNITED PARKS & RESOR 1,827 1,967
829073105 SIMPSON MFG INC 1,346 1,161
85208M102 SPROUTS FARMERS MARK 874 1,652
879360105 TELEDYNE TECHNOLOGIE 3,644 4,177
891092108 TORO CO 410 401
903731107 UL SOLUTIONS INC - C 990 948
922475108 VEEVA SYSTEMS INC-CL 3,212 3,574
92338C103 VERALTO CORP-W/I 515 509
93627C101 WARRIOR MET COAL INC 815 759
94106B101 WASTE CONNECTIONS IN 1,988 1,887
95082P105 WESCO INTERNATIONAL 1,068 1,086
974155103 WINGSTOP INC 294 284
G0585R106 ASSURED GUARANTY LTD 1,342 1,530
G27907107 DOLE PLC SEDOL BMCLH 1,567 1,435
G3265R107 APTIV HOLDINGS LTD S 2,006 1,693
G4705A100 ICON PLC SEDOL B94G4 1,268 1,258
G6564A105 NOMAD FOODS LTD-WHEN 1,351 1,225
M5425M103 INMODE LTD SEDOL BK5 448 418
N72482149 QIAGEN N.V. SEDOL BM 964 980

TY 2024 InvestmentsOtherSchedule2
Name:
ANNE B SWEIGART CHARITABLE FOUNDATION
EIN:
20-2751003
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
256210105 DODGE & COX INCOME F AT COST 620,954 566,380
317609295 SEAFARER OVERSEAS GR AT COST 222,814 237,019
461418444 WCM FOCUSED INTL GRO AT COST 237,197 301,786
936793686 WASATCH INTL OPPORTU AT COST 115,938 119,707
03463K406 ANGEL OAK MULTI-STRA AT COST 262,983 226,982
09250J734 BLACKROCK EVENT DRIV AT COST 251,407 273,298
09260B309 BLACKROCK CORE BOND      
09260B382 BLACKROCK STRATEGIC      
024525669 AMERICAN BEACON AHL AT COST 148,635 139,242
057071854 BAIRD AGGREGATE BOND AT COST 339,369 294,773
066922204 ISHARES S&P 500 INDE AT COST 2,141,586 3,212,185
27830W108 EV GL MACR ABS RTRN AT COST 242,093 250,027
31428Q713 FEDERATED HERMES ULT      
413838566 OAKMARK INTL SM CAP- AT COST 88,607 114,181
77958B402 T ROWE PRICE INSTITU      
00770X675 PZENA EMERG MKTS VAL AT COST 148,773 160,563
89154M702 TOUCHSTONE SANDS EM AT COST 147,550 166,209
921939203 VANGUARD INTERNATION AT COST 149,147 153,223
464288877 ISHARES MSCI EAFE VA AT COST 149,984 166,120
46429B697 ISHARES MSCI USA MIN AT COST 151,893 188,412
46434V456 ISHARES MSCI INTL QU AT COST 237,034 266,225
97717X669 WISDOMTREE U.S. QUAL AT COST 249,595 326,633
09252M883 BLACKROCK TOTAL RETU AT COST 420,000 399,082
552746364 MFS EMERGING MKTS DE AT COST 131,083 130,566
69344A107 PGIM ULTRA SHORT BON AT COST 228,954 229,070
74440Y884 PGIM HIGH YIELD FUND AT COST 80,083 81,276
94987W794 ALLSPRING CORE BOND AT COST 457,617 453,453

TY 2024 LegalFeesSchedule
Name:
ANNE B SWEIGART CHARITABLE FOUNDATION
EIN:
20-2751003
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 22,908 11,454   11,454


TY 2024 OtherDecreasesSchedule
Name:
ANNE B SWEIGART CHARITABLE FOUNDATION
EIN:
20-2751003
Description Amount
RETURN OF CAPITAL ADJUSTMENT 1,261
2023 TRANSACTION POSTED IN 2024 8,350
2023 SALES POSTED IN 2024 11
2024 SALES POSTED IN 2025 956
WASH SALES 52
ROUNDING ADJ FOR SALES AND TRANSACTIONS 12


TY 2024 OtherExpensesSchedule
Name:
ANNE B SWEIGART CHARITABLE FOUNDATION
EIN:
20-2751003
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 3,835 0   3,835
MAP MANAGEMENT FEES 2,833 2,833   0
OFFICE EXPENSES 2,360 0   2,360
LIABILITY INSURANCE FEES 4,585 0   4,585
MISCELLANEOUS FEES OR EXPENSES 64 0   0
ADR SERVICE FEES   0   0
CLASS ACTION FILING FEES 25 25   0
Rent and Royalty Expense 2,080      


TY 2024 OtherIncomeSchedule2
Name:
ANNE B SWEIGART CHARITABLE FOUNDATION
EIN:
20-2751003
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SECTION 897 CAPITAL GAIN 1 1  


TY 2024 OtherIncreasesSchedule
Name:
ANNE B SWEIGART CHARITABLE FOUNDATION
EIN:
20-2751003
Description Amount
2024 TRANSACTION POSTED IN 2025 9,692
ADJUSTMENT TO INCOME 38
PY WASH SALES ADJUSTMENT 661


TY 2024 OtherProfessionalFeesSchedule
Name:
ANNE B SWEIGART CHARITABLE FOUNDATION
EIN:
20-2751003
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PNC AGENT FOR TRUSTEE FEES 64,875 38,925   25,950


TY 2024 TaxesSchedule
Name:
ANNE B SWEIGART CHARITABLE FOUNDATION
EIN:
20-2751003
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 165 165   0
FEDERAL TAX PAYMENT - PRIOR YE 2,052 0   0
FEDERAL ESTIMATES - PRINCIPAL 7,316 0   0
FOREIGN TAXES ON QUALIFIED FOR 2,839 2,839   0
FOREIGN TAXES ON NONQUALIFIED 998 998   0