TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

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

OMB No. 1545-0047

2024

Open to Public Inspection

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

Name of foundation
M AND L HONG FOUNDATION

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

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

A Employer identification number

83-6345283

B Telephone number (see instructions)

(212) 852-3049

C If exemption application is pending, check here right arrow

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

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

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

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

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

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

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

$61,685,228J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

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


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	1,667,121		1,667,121
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		1,285,748
b	Gross sales price for all assets on line 6a 10,190,398
7	Capital gain net income (from Part IV, line 2)...			1,285,748
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	2,952,869		2,952,869
13	Compensation of officers, directors, trustees, etc.	357,833		143,133		214,700
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	684	0	0	684
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	39,327	26,823		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	397,844		169,956	0	215,384
25	Contributions, gifts, grants paid.......	750,000				750,000
26	Total expenses and disbursements. Add lines 24 and 25	1,147,844		169,956	0	965,384
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	1,805,025
b	Net investment income (if negative, enter -0-)			2,782,913
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

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

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	1	315,348	315,348
	2	Savings and temporary cash investments.........	1,062,907	1,164,826	1,164,826
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	51,701,957	List of Attached Documents: // Content 53,089,929	60,205,054
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	52,764,865	54,570,103	61,685,228
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	52,764,865	54,570,103
	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).....	52,764,865	54,570,103
	30	Total liabilities and net assets/fund balances (see instructions).	52,764,865	54,570,103

Part III

Analysis of Changes in Net Assets or Fund Balances

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

52,764,865

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

1,805,025

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

List of Attached Documents:

// Content

267

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

54,570,157

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

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

54,570,103

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	205. FIDELITY MSCI UTILITIES INDEX ETF		2023-03-06	2024-02-14
b	149. FIDELITY MSCI UTILITIES INDEX ETF		2023-08-28	2024-02-14
c	4284. FIDELITY MSCI UTILITIES INDEX ETF		2023-11-09	2024-02-14
d	103. INVESCO KBW BANK ETF		2023-04-11	2024-02-14
e	87. INVESCO KBW BANK ETF		2023-07-20	2024-02-14
	70. INVESCO KBW BANK ETF		2023-08-28	2024-02-14
	9. INVESCO KBW BANK ETF		2023-10-18	2024-02-14
	74. INVESCO KBW BANK ETF		2023-11-09	2024-02-14
	192. ISHARES IBOXX INVESTMENT GRADE CORP BD		2023-03-06	2024-02-14
	105. ISHARES IBOXX INVESTMENT GRADE CORP BD		2023-08-28	2024-02-14
	17. ISHARES IBOXX INVESTMENT GRADE CORP BD		2023-07-20	2024-02-14
	6. ISHARES IBOXX INVESTMENT GRADE CORP BD		2022-12-20	2024-02-14
	117. ISHARES IBOXX INVESTMENT GRADE CORP BD		2022-03-03	2024-02-14
	9. ISHARES IBOXX INVESTMENT GRADE CORP BD		2023-10-19	2024-02-14
	11. ISHARES IBOXX INVESTMENT GRADE CORP BD		2022-04-12	2024-02-14
	9780. ISHARES IBOXX INVESTMENT GRADE CORP BD		2023-11-09	2024-02-14
	6. ISHARES NASDAQ BIOTECHNOLOGY ETF		2022-05-11	2024-02-14
	13. ISHARES NASDAQ BIOTECHNOLOGY ETF		2022-03-03	2024-02-14
	408. ISHARES NASDAQ BIOTECHNOLOGY ETF		2023-11-09	2024-02-14
	35. ISHARES NASDAQ BIOTECHNOLOGY ETF		2023-08-28	2024-02-14
	92. ISHARES NASDAQ BIOTECHNOLOGY ETF		2023-03-06	2024-02-14
	10. ISHARES NASDAQ BIOTECHNOLOGY ETF		2023-01-18	2024-02-14
	2. ISHARES NASDAQ BIOTECHNOLOGY ETF		2022-12-20	2024-02-14
	484. ISHARES MBS ETF		2023-08-28	2024-02-14
	464. ISHARES MBS ETF		2022-03-03	2024-02-14
	12. ISHARES MBS ETF		2022-09-27	2024-02-14
	78. ISHARES MBS ETF		2022-10-11	2024-02-14
	29. ISHARES MBS ETF		2022-11-15	2024-02-14
	19. ISHARES MBS ETF		2022-12-20	2024-02-14
	877. ISHARES MBS ETF		2023-03-06	2024-02-14
	8. ISHARES MBS ETF		2023-04-11	2024-02-14
	75. ISHARES MBS ETF		2023-07-20	2024-02-14
	564. ISHARES MBS ETF		2023-10-18	2024-02-14
	3511. ISHARES MBS ETF		2023-11-09	2024-02-14
	26. ISHARES MBS ETF		2022-04-12	2024-02-14
	38. ISHARES TR		2023-08-28	2024-02-14
	123. ISHARES TR		2023-07-20	2024-02-14
	27. ISHARES TR		2023-10-19	2024-02-14
	793. ISHARES TR		2023-11-09	2024-02-14
	57. PACER BENCHMARK DATA AND		2023-08-28	2024-02-14
	1147. PACER BENCHMARK DATA AND		2023-11-09	2024-02-14
	115. PACER BENCHMARK DATA AND		2023-03-06	2024-02-14
	4. PACER BENCHMARK DATA AND		2022-10-11	2024-02-14
	7. PACER BENCHMARK DATA AND		2022-12-20	2024-02-14
	1966. SCHWAB SHORT-TERM U.S. TREASURY ETF		2023-03-06	2024-02-14
	550. SCHWAB SHORT-TERM U.S. TREASURY ETF		2023-08-28	2024-02-14
	4740. SCHWAB SHORT-TERM U.S. TREASURY ETF		2023-11-09	2024-02-14
	30. MATERIALS SELECT SECTOR SPDR FUND		2022-03-03	2024-02-14
	7. MATERIALS SELECT SECTOR SPDR FUND		2022-05-11	2024-02-14
	1. MATERIALS SELECT SECTOR SPDR FUND		2022-12-20	2024-02-14
	6. MATERIALS SELECT SECTOR SPDR FUND		2023-01-18	2024-02-14
	75. MATERIALS SELECT SECTOR SPDR FUND		2023-03-06	2024-02-14
	36. MATERIALS SELECT SECTOR SPDR FUND		2023-08-28	2024-02-14
	243. MATERIALS SELECT SECTOR SPDR FUND		2023-11-09	2024-02-14
	106. HEALTH CARE SELECT SECTOR SPDR FUND		2022-03-03	2024-02-14
	7. HEALTH CARE SELECT SECTOR SPDR FUND		2022-04-12	2024-02-14
	49. HEALTH CARE SELECT SECTOR SPDR FUND		2022-05-11	2024-02-14
	3. HEALTH CARE SELECT SECTOR SPDR FUND		2022-07-12	2024-02-14
	11. HEALTH CARE SELECT SECTOR SPDR FUND		2022-12-20	2024-02-14
	61. HEALTH CARE SELECT SECTOR SPDR FUND		2023-01-18	2024-02-14
	431. HEALTH CARE SELECT SECTOR SPDR FUND		2023-03-06	2024-02-14
	175. HEALTH CARE SELECT SECTOR SPDR FUND		2023-08-28	2024-02-14
	1963. HEALTH CARE SELECT SECTOR SPDR FUND		2023-11-09	2024-02-14
	99. CONSUMER STAPLES SELECT SECTOR SPDR FUND		2022-07-12	2024-02-14
	11. CONSUMER STAPLES SELECT SECTOR SPDR FUND		2022-12-20	2024-02-14
	26. CONSUMER STAPLES SELECT SECTOR SPDR FUND		2023-01-18	2024-02-14
	371. CONSUMER STAPLES SELECT SECTOR SPDR FUND		2023-03-06	2024-02-14
	187. CONSUMER STAPLES SELECT SECTOR SPDR FUND		2023-08-28	2024-02-14
	7. CONSUMER STAPLES SELECT SECTOR SPDR FUND		2023-10-19	2024-02-14
	5814. CONSUMER STAPLES SELECT SECTOR SPDR FUND		2023-11-09	2024-02-14
	10. CONSUMER STAPLES SELECT SECTOR SPDR FUND		2022-10-11	2024-02-14
	24. CONSUMER STAPLES SELECT SECTOR SPDR FUND		2022-05-11	2024-02-14
	73. CONSUMER STAPLES SELECT SECTOR SPDR FUND		2022-03-03	2024-02-14
	6. ENERGY SELECT SECTOR SPDR FUND		2022-04-12	2024-02-14
	51. ENERGY SELECT SECTOR SPDR FUND		2022-03-03	2024-02-14
	22. ENERGY SELECT SECTOR SPDR FUND		2022-07-12	2024-02-14
	45. ENERGY SELECT SECTOR SPDR FUND		2022-09-27	2024-02-14
	16. ENERGY SELECT SECTOR SPDR FUND		2022-12-20	2024-02-14
	14. ENERGY SELECT SECTOR SPDR FUND		2023-01-18	2024-02-14
	272. ENERGY SELECT SECTOR SPDR FUND		2023-03-06	2024-02-14
	79. ENERGY SELECT SECTOR SPDR FUND		2023-08-28	2024-02-14
	107. ENERGY SELECT SECTOR SPDR FUND		2023-10-19	2024-02-14
	2986. ENERGY SELECT SECTOR SPDR FUND		2023-11-09	2024-02-14
	344. COMM SERVICES SELECT		2023-03-06	2024-02-14
	257. COMM SERVICES SELECT		2023-08-28	2024-02-14
	460. COMM SERVICES SELECT		2023-11-09	2024-02-14
	275. COMM SERVICES SELECT		2023-04-11	2024-02-14
	27. COMM SERVICES SELECT		2022-12-20	2024-02-14
	170. COMM SERVICES SELECT		2022-03-03	2024-02-14
	24. COMM SERVICES SELECT		2022-07-12	2024-02-14
	2. VANECK VECTORS SEMICONDUCTOR ETF		2022-10-11	2024-02-14
	5. VANECK VECTORS SEMICONDUCTOR ETF		2022-03-03	2024-02-14
	2. VANECK VECTORS SEMICONDUCTOR ETF		2022-04-12	2024-02-14
	14. VANECK VECTORS SEMICONDUCTOR ETF		2022-09-27	2024-02-14
	6. VANECK VECTORS SEMICONDUCTOR ETF		2022-12-20	2024-02-14
	72. VANECK VECTORS SEMICONDUCTOR ETF		2023-03-06	2024-02-14
	44. VANECK VECTORS SEMICONDUCTOR ETF		2023-04-11	2024-02-14
	13. VANECK VECTORS SEMICONDUCTOR ETF		2023-07-20	2024-02-14
	42. VANECK VECTORS SEMICONDUCTOR ETF		2023-08-28	2024-02-14
	201. VANGUARD FINANCIALS ETF		2022-03-03	2024-02-14
	21. VANGUARD FINANCIALS ETF		2022-04-12	2024-02-14
	9. VANGUARD FINANCIALS ETF		2022-05-11	2024-02-14
	6. VANGUARD FINANCIALS ETF		2022-07-12	2024-02-14
	20. VANGUARD FINANCIALS ETF		2022-09-27	2024-02-14
	18. VANGUARD FINANCIALS ETF		2022-12-20	2024-02-14
	128. VANGUARD FINANCIALS ETF		2023-04-11	2024-02-14
	469. VANGUARD FINANCIALS ETF		2023-03-06	2024-02-14
	25. VANGUARD FINANCIALS ETF		2023-01-18	2024-02-14
	4. VANGUARD INFORMATION TECHNOLOGY ETF		2022-07-12	2024-02-14
	33. VANGUARD INFORMATION TECHNOLOGY ETF		2022-04-12	2024-02-14
	50. VANGUARD INFORMATION TECHNOLOGY ETF		2022-03-03	2024-02-14
	101. FIRST TRUST CLOUD COMPUTING ETF		2023-03-06	2024-09-10
	42. FIRST TRUST CLOUD COMPUTING ETF		2023-08-28	2024-09-10
	61. FIRST TRUST CLOUD COMPUTING ETF		2023-11-09	2024-09-10
	24. ISHARES EDGE MSCI MIN VOL EMERGING MKTS		2022-12-20	2024-09-10
	301. ISHARES EDGE MSCI MIN VOL EMERGING MKTS		2023-08-28	2024-09-10
	16. ISHARES EDGE MSCI MIN VOL EMERGING MKTS		2023-07-20	2024-09-10
	555. ISHARES EDGE MSCI MIN VOL EMERGING MKTS		2023-03-06	2024-09-10
	400. ISHARES EDGE MSCI MIN VOL EMERGING MKTS		2022-09-27	2024-09-10
	14083. ISHARES EDGE MSCI MIN VOL EMERGING MKTS		2023-11-09	2024-09-10
	31. ISHARES 20 YEAR TREASURY BOND ETF		2022-07-12	2024-09-10
	44. ISHARES 20 YEAR TREASURY BOND ETF		2022-10-11	2024-09-10
	176. ISHARES NASDAQ BIOTECHNOLOGY ETF		2023-11-09	2024-09-10
	2064. ISHARES MBS ETF		2023-11-09	2024-09-10
	35. ISHARES US AEROSPACE & DEFENSE ETF		2023-01-18	2024-09-10
	416. ISHARES US AEROSPACE & DEFENSE ETF		2024-02-14	2024-09-10
	39. ISHARES US AEROSPACE & DEFENSE ETF		2023-03-06	2024-09-10
	2. ISHARES US AEROSPACE & DEFENSE ETF		2023-07-20	2024-09-10
	20. ISHARES US AEROSPACE & DEFENSE ETF		2023-08-28	2024-09-10
	31. ISHARES US AEROSPACE & DEFENSE ETF		2023-10-19	2024-09-10
	2700. ISHARES US AEROSPACE & DEFENSE ETF		2023-11-09	2024-09-10
	12139. ISHARES EDGE MSCI MIN VOL EAFE ETF		2023-11-09	2024-09-10
	13. ISHARES EDGE MSCI MIN VOL EAFE ETF		2022-12-20	2024-09-10
	304. ISHARES EDGE MSCI MIN VOL EAFE ETF		2022-09-27	2024-09-10
	458. ISHARES EDGE MSCI MIN VOL EAFE ETF		2023-03-06	2024-09-10
	28. ISHARES EDGE MSCI MIN VOL EAFE ETF		2023-07-20	2024-09-10
	250. ISHARES EDGE MSCI MIN VOL EAFE ETF		2023-08-28	2024-09-10
	128. MATERIALS SELECT SECTOR SPDR FUND		2023-11-09	2024-09-10
	804. HEALTH CARE SELECT SECTOR SPDR FUND		2023-11-09	2024-09-10
	1085. CONSUMER STAPLES SELECT SECTOR SPDR FUND		2023-11-09	2024-09-10
	35. CONSUMER DISCRETIONARY SEL SECTOR SPDR		2022-09-27	2024-09-10
	60. CONSUMER DISCRETIONARY SEL SECTOR SPDR		2022-03-03	2024-09-10
	932. CONSUMER DISCRETIONARY SEL SECTOR SPDR		2023-11-09	2024-09-10
	120. CONSUMER DISCRETIONARY SEL SECTOR SPDR		2023-08-28	2024-09-10
	15. CONSUMER DISCRETIONARY SEL SECTOR SPDR		2023-04-11	2024-09-10
	196. CONSUMER DISCRETIONARY SEL SECTOR SPDR		2023-03-06	2024-09-10
	17. CONSUMER DISCRETIONARY SEL SECTOR SPDR		2022-12-20	2024-09-10
	7. CONSUMER DISCRETIONARY SEL SECTOR SPDR		2022-10-11	2024-09-10
	3. CONSUMER DISCRETIONARY SEL SECTOR SPDR		2022-04-12	2024-09-10
	248. ENERGY SELECT SECTOR SPDR FUND		2023-11-09	2024-09-10
	108. INDUSTRIAL SELECT SECTOR SPDR FUND		2023-08-28	2024-09-10
	17. INDUSTRIAL SELECT SECTOR SPDR FUND		2023-04-11	2024-09-10
	209. INDUSTRIAL SELECT SECTOR SPDR FUND		2023-03-06	2024-09-10
	15. INDUSTRIAL SELECT SECTOR SPDR FUND		2023-01-18	2024-09-10
	6. INDUSTRIAL SELECT SECTOR SPDR FUND		2022-12-20	2024-09-10
	10. INDUSTRIAL SELECT SECTOR SPDR FUND		2022-09-27	2024-09-10
	10. INDUSTRIAL SELECT SECTOR SPDR FUND		2022-07-12	2024-09-10
	34. INDUSTRIAL SELECT SECTOR SPDR FUND		2022-03-03	2024-09-10
	1479. INDUSTRIAL SELECT SECTOR SPDR FUND		2023-11-09	2024-09-10
	126. COMM SERVICES SELECT		2023-11-09	2024-09-10
	742. REAL ESTATE SELECT SECTOR SPDR FUND		2023-11-09	2024-09-10
	27. REAL ESTATE SELECT SECTOR SPDR FUND		2023-10-19	2024-09-10
	43. REAL ESTATE SELECT SECTOR SPDR FUND		2023-08-28	2024-09-10
	134. REAL ESTATE SELECT SECTOR SPDR FUND		2023-03-06	2024-09-10
	223. VANGUARD FINANCIALS ETF		2023-08-28	2024-09-10
	1. VANGUARD FINANCIALS ETF		2023-04-11	2024-09-10
	370. GLOBAL X FUNDS SHS US		2023-11-09	2024-10-10
	123. GLOBAL X FUNDS SHS US		2023-10-19	2024-10-10
	75. GLOBAL X FUNDS SHS US		2023-08-28	2024-10-10
	30. GLOBAL X FUNDS SHS US		2023-04-11	2024-10-10
	5. GLOBAL X FUNDS SHS US		2022-12-20	2024-10-10
	6. GLOBAL X FUNDS SHS US		2022-10-11	2024-10-10
	8. GLOBAL X FUNDS SHS US		2022-07-12	2024-10-10
	6. GLOBAL X FUNDS SHS US		2022-05-11	2024-10-10
	70. GLOBAL X FUNDS SHS US		2022-03-03	2024-10-10
	148. GLOBAL X FUNDS SHS US		2023-03-06	2024-10-10
	630. INVESCO AEROSPACE & DEFENSE ETF		2024-09-10	2024-10-10
	257. INVESCO KBW BANK ETF		2023-11-09	2024-10-10
	194. ISHARES EDGE MSCI MIN VOL EMERGING MKTS		2023-11-09	2024-10-10
	109. ISHARES 20 YEAR TREASURY BOND ETF		2022-10-11	2024-10-10
	16. ISHARES 20 YEAR TREASURY BOND ETF		2022-11-15	2024-10-10
	13. ISHARES 20 YEAR TREASURY BOND ETF		2022-12-20	2024-10-10
	100. ISHARES 20 YEAR TREASURY BOND ETF		2023-01-18	2024-10-10
	475. ISHARES 20 YEAR TREASURY BOND ETF		2023-03-06	2024-10-10
	8. ISHARES 20 YEAR TREASURY BOND ETF		2023-04-11	2024-10-10
	198. ISHARES 20 YEAR TREASURY BOND ETF		2023-07-20	2024-10-10
	368. ISHARES 20 YEAR TREASURY BOND ETF		2023-08-28	2024-10-10
	113. ISHARES 20 YEAR TREASURY BOND ETF		2023-10-18	2024-10-10
	2351. ISHARES 20 YEAR TREASURY BOND ETF		2023-11-09	2024-10-10
	3. ISHARES CORE MSCI EMERGING MARKETS ETF		2022-10-11	2024-10-10
	12. ISHARES CORE MSCI EMERGING MARKETS ETF		2022-07-12	2024-10-10
	31. ISHARES CORE MSCI EMERGING MARKETS ETF		2022-12-20	2024-10-10
	1218. ISHARES CORE MSCI EMERGING MARKETS ETF		2023-11-09	2024-10-10
	339. ISHARES CORE MSCI EMERGING MARKETS ETF		2023-08-28	2024-10-10
	620. ISHARES CORE MSCI EMERGING MARKETS ETF		2023-03-06	2024-10-10
	41. ISHARES CORE MSCI EMERGING MARKETS ETF		2022-05-11	2024-10-10
	377. ISHARES CORE MSCI EMERGING MARKETS ETF		2022-03-03	2024-10-10
	14. ISHARES CORE MSCI EMERGING MARKETS ETF		2022-04-12	2024-10-10
	1504. SCHWAB SHORT-TERM U.S. TREASURY ETF		2023-11-09	2024-10-10
	97. MATERIALS SELECT SECTOR SPDR FUND		2023-11-09	2024-10-10
	139. HEALTH CARE SELECT SECTOR SPDR FUND		2023-11-09	2024-10-10
	38. CONSUMER DISCRETIONARY SEL SECTOR SPDR		2023-11-09	2024-10-10
	5971. ENERGY SELECT SECTOR SPDR FUND		2023-11-09	2024-10-10
	823. COMM SERVICES SELECT		2023-11-09	2024-10-10
	24. VANECK VECTORS SEMICONDUCTOR ETF		2023-08-28	2024-10-10
	233. VANECK VECTORS SEMICONDUCTOR ETF		2023-11-09	2024-10-10
	26. VANGUARD FINANCIALS ETF		2023-10-19	2024-10-10
	56. VANGUARD FINANCIALS ETF		2023-08-28	2024-10-10
	618. VANGUARD FINANCIALS ETF		2023-11-09	2024-10-10
	9. VANGUARD INFORMATION TECHNOLOGY ETF		2022-09-27	2024-10-10
	7. VANGUARD INFORMATION TECHNOLOGY ETF		2022-07-12	2024-10-10
	5. VANGUARD INFORMATION TECHNOLOGY ETF		2022-10-11	2024-10-10
	12. VANGUARD INFORMATION TECHNOLOGY ETF		2022-12-20	2024-10-10
	203. VANGUARD INFORMATION TECHNOLOGY ETF		2023-03-06	2024-10-10
	118. VANGUARD INFORMATION TECHNOLOGY ETF		2023-08-28	2024-10-10
	365. VANGUARD INFORMATION TECHNOLOGY ETF		2023-11-09	2024-10-10
	96. VANGUARD SMALL-CAP ETF		2023-11-09	2024-10-10
	118. VANGUARD SMALL-CAP ETF		2023-08-28	2024-10-10
	11. VANGUARD SMALL-CAP ETF		2023-10-19	2024-10-10
	24. VANGUARD SMALL-CAP ETF		2023-04-11	2024-10-10
	2. VANGUARD SMALL-CAP ETF		2022-04-12	2024-10-10
	10. VANGUARD SMALL-CAP ETF		2022-09-27	2024-10-10
	5. VANGUARD SMALL-CAP ETF		2022-12-20	2024-10-10
	38. VANGUARD SMALL-CAP ETF		2023-01-18	2024-10-10
	88. VANGUARD SMALL-CAP ETF		2022-03-03	2024-10-10
	192. VANGUARD SMALL-CAP ETF		2023-03-06	2024-10-10
	1600. CONSUMER DISCRETIONARY SEL SECTOR SPDR		2023-11-09	2024-12-11
	553. VANGUARD INFORMATION TECHNOLOGY ETF		2023-11-09	2024-12-11
	185. VANGUARD SMALL-CAP ETF		2023-11-09	2024-12-11
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	7,944	8,852	-908
b	5,774	6,102	-328
c	166,004	166,990	-986
d	4,933	4,318	615
e	4,166	3,930	236
	3,352	2,914	438
	431	354	77
	3,544	2,984	560
	20,628	20,424	204
	11,281	11,040	241
	1,826	1,830	-4
	645	640	5
	12,570	14,429	-1,859
	967	891	76
	1,182	1,284	-102
	1,050,755	996,289	54,466
	807	660	147
	1,748	1,635	113
	54,847	47,273	7,574
	4,705	4,479	226
	12,367	11,949	418
	1,344	1,358	-14
	269	262	7
	44,373	44,027	346
	42,539	48,268	-5,729
	1,100	1,088	12
	7,151	7,117	34
	2,659	2,690	-31
	1,742	1,784	-42
	80,403	81,237	-834
	733	757	-24
	6,876	6,966	-90
	51,707	48,606	3,101
	321,886	311,319	10,567
	2,384	2,590	-206
	1,490	1,471	19
	4,823	4,940	-117
	1,059	969	90
	31,093	28,580	2,513
	1,602	1,617	-15
	32,242	30,373	1,869
	3,233	3,426	-193
	112	108	4
	197	202	-5
	94,780	94,250	530
	26,515	26,349	166
	228,514	227,093	1,421
	2,492	2,511	-19
	582	576	6
	83	78	5
	498	495	3
	6,231	6,301	-70
	2,991	2,938	53
	20,188	18,735	1,453
	15,214	13,995	1,219
	1,005	973	32
	7,033	6,233	800
	431	390	41
	1,579	1,478	101
	8,755	8,156	599
	61,861	55,758	6,103
	25,118	23,381	1,737
	281,747	247,456	34,291
	7,186	7,270	-84
	798	814	-16
	1,887	1,903	-16
	26,931	26,972	-41
	13,574	13,568	6
	508	475	33
	422,035	398,317	23,718
	726	677	49
	1,742	1,834	-92
	5,299	5,543	-244
	499	477	22
	4,244	3,693	551
	1,831	1,514	317
	3,744	3,178	566
	1,331	1,355	-24
	1,165	1,249	-84
	22,633	23,615	-982
	6,574	6,963	-389
	8,903	9,792	-889
	248,463	247,062	1,401
	27,148	19,071	8,077
	20,282	16,915	3,367
	36,303	31,133	5,170
	21,703	16,190	5,513
	2,131	1,263	868
	13,416	11,645	1,771
	1,894	1,332	562
	403	178	225
	1,008	665	343
	403	242	161
	2,824	1,352	1,472
	1,210	623	587
	14,522	8,915	5,607
	8,874	5,636	3,238
	2,622	2,019	603
	8,471	6,294	2,177
	18,994	18,896	98
	1,984	1,903	81
	850	741	109
	567	474	93
	1,890	1,522	368
	1,701	1,463	238
	12,096	9,964	2,132
	44,320	41,361	2,959
	2,362	2,149	213
	2,044	1,344	700
	16,863	12,817	4,046
	25,549	20,220	5,329
	9,532	6,669	2,863
	3,964	3,248	716
	5,757	4,673	1,084
	1,426	1,264	162
	17,888	16,413	1,475
	951	895	56
	32,983	30,073	2,910
	23,771	20,485	3,286
	836,929	748,532	88,397
	3,115	3,592	-477
	4,421	4,427	-6
	25,470	20,392	5,078
	198,758	183,014	15,744
	4,986	3,873	1,113
	59,262	51,900	7,362
	5,556	4,598	958
	285	234	51
	2,849	2,307	542
	4,416	3,400	1,016
	384,632	306,828	77,804
	923,267	791,269	131,998
	989	826	163
	23,122	17,427	5,695
	34,835	30,084	4,751
	2,130	1,922	208
	19,014	16,666	2,348
	11,598	9,869	1,729
	125,011	101,352	23,659
	90,986	74,333	16,653
	6,501	5,209	1,292
	11,144	10,669	475
	173,105	148,635	24,470
	22,288	19,814	2,474
	2,786	2,180	606
	36,404	28,829	7,575
	3,157	2,211	946
	1,300	984	316
	557	535	22
	21,179	20,520	659
	13,783	11,615	2,168
	2,169	1,686	483
	26,672	21,744	4,928
	1,914	1,506	408
	766	583	183
	1,276	847	429
	1,276	879	397
	4,339	3,437	902
	188,745	150,843	37,902
	10,581	8,528	2,053
	32,996	25,553	7,443
	1,201	906	295
	1,912	1,581	331
	5,959	5,211	748
	23,825	18,449	5,376
	107	78	29
	15,225	11,059	4,166
	5,061	3,637	1,424
	3,086	2,388	698
	1,234	821	413
	206	133	73
	247	144	103
	329	186	143
	247	151	96
	2,880	1,910	970
	6,090	4,460	1,630
	73,034	69,155	3,879
	15,235	10,362	4,873
	12,001	10,311	1,690
	10,237	10,967	-730
	1,503	1,585	-82
	1,221	1,345	-124
	9,392	10,826	-1,434
	44,611	48,429	-3,818
	751	854	-103
	18,596	20,109	-1,513
	34,562	35,048	-486
	10,613	9,536	1,077
	220,800	205,524	15,276
	172	129	43
	689	572	117
	1,779	1,447	332
	69,900	58,428	11,472
	19,455	16,666	2,789
	35,581	30,430	5,151
	2,353	2,039	314
	21,636	21,182	454
	803	769	34
	73,062	72,057	1,005
	9,239	7,479	1,760
	21,253	17,522	3,731
	7,514	6,060	1,454
	553,317	494,041	59,276
	74,175	55,701	18,474
	6,112	3,596	2,516
	59,336	35,872	23,464
	2,881	2,088	793
	6,205	4,633	1,572
	68,472	50,182	18,290
	5,385	2,892	2,493
	4,188	2,351	1,837
	2,992	1,528	1,464
	7,180	3,847	3,333
	121,458	74,519	46,939
	70,601	50,596	20,005
	218,384	160,096	58,288
	22,582	17,545	5,037
	27,758	23,305	4,453
	2,588	2,032	556
	5,646	4,519	1,127
	470	417	53
	2,352	1,735	617
	1,176	914	262
	8,939	7,407	1,532
	20,701	18,513	2,188
	45,165	38,702	6,463
	377,110	255,168	121,942
	353,382	242,557	110,825
	47,393	33,811	13,582
			391
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			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391
			391

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			-908
b			-328
c			-986
d			615
e			236
			438
			77
			560
			204
			241
			-4
			5
			-1,859
			76
			-102
			54,466
			147
			113
			7,574
			226
			418
			-14
			7
			346
			-5,729
			12
			34
			-31
			-42
			-834
			-24
			-90
			3,101
			10,567
			-206
			19
			-117
			90
			2,513
			-15
			1,869
			-193
			4
			-5
			530
			166
			1,421
			-19
			6
			5
			3
			-70
			53
			1,453
			1,219
			32
			800
			41
			101
			599
			6,103
			1,737
			34,291
			-84
			-16
			-16
			-41
			6
			33
			23,718
			49
			-92
			-244
			22
			551
			317
			566
			-24
			-84
			-982
			-389
			-889
			1,401
			8,077
			3,367
			5,170
			5,513
			868
			1,771
			562
			225
			343
			161
			1,472
			587
			5,607
			3,238
			603
			2,177
			98
			81
			109
			93
			368
			238
			2,132
			2,959
			213
			700
			4,046
			5,329
			2,863
			716
			1,084
			162
			1,475
			56
			2,910
			3,286
			88,397
			-477
			-6
			5,078
			15,744
			1,113
			7,362
			958
			51
			542
			1,016
			77,804
			131,998
			163
			5,695
			4,751
			208
			2,348
			1,729
			23,659
			16,653
			1,292
			475
			24,470
			2,474
			606
			7,575
			946
			316
			22
			659
			2,168
			483
			4,928
			408
			183
			429
			397
			902
			37,902
			2,053
			7,443
			295
			331
			748
			5,376
			29
			4,166
			1,424
			698
			413
			73
			103
			143
			96
			970
			1,630
			3,879
			4,873
			1,690
			-730
			-82
			-124
			-1,434
			-3,818
			-103
			-1,513
			-486
			1,077
			15,276
			43
			117
			332
			11,472
			2,789
			5,151
			314
			454
			34
			1,005
			1,760
			3,731
			1,454
			59,276
			18,474
			2,516
			23,464
			793
			1,572
			18,290
			2,493
			1,837
			1,464
			3,333
			46,939
			20,005
			58,288
			5,037
			4,453
			556
			1,127
			53
			617
			262
			1,532
			2,188
			6,463
			121,942
			110,825
			13,582

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	1,285,748
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

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

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	38,682
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	38,682
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	38,682
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	6,368
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	6,368
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	32,314
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax0	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

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

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

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

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

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

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

on foundation managers. right arrow

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

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

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

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

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

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

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

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

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

By language in the governing instrument, or

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

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

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

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

Yes

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

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

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

Yes

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

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

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

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

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

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

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

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

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

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

Yes

Website address right arrow

The books are in care of right arrow

BANK OF AMERICA NA Telephone no. right arrow

(212) 852-3049

Located at right arrow

PO BOX 1532PENNINGTONNJ ZIP+4 right arrow

08534

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

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

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

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

16 No

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

Form 990-PF (2024)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

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

Yes

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

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

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

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

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

1a(5)

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

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

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

1a(6)

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

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

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

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

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

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

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

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

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

If "Yes," list the years right arrow

20, 20, 20, 20

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

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

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

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

20, 20, 20, 20

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

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

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

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

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

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

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

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

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

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

Form 990-PF (2024)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

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

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

5a(2)

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

5a(3)

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

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

5a(4)

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

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

5a(5)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Part VII

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

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

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
BANK OF AMERICA N A	TRUSTEE 2	357,833
PO BOX 1532 PENNINGTON,NJ08534	TRUSTEE 2	357,833

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


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









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

Form 990-PF (2024)

Page 7

Part VII

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

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

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

Part VIII-A

Summary of Direct Charitable Activities

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


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

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


2


All other program-related investments. See instructions.
3

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

Form 990-PF (2024)

Page 8

Part IX

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

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

purposes:

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

59,366,640

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

895,018

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

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

60,261,658

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

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

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

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

60,261,658

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

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

903,925

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

59,357,733

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

2,967,887

Part X

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

and do not complete this part.)

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

2,967,887

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

38,682

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

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

38,682

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

2,929,205

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

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

2,929,205

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

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

2,929,205

Part XI

Qualifying Distributions (see instructions)

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

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

965,384

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

965,384

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7					2,929,205
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......	132,546
d From 2022......	29,126
e From 2023......	0
f Total of lines 3a through e ........		161,672
4Qualifying distributions for 2024 from Part
XI, line 4: $ 965,384
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.....					965,384
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2024.		161,672			161,672
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........					1,802,149
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2020....	0
b Excess from 2021....	0
c Excess from 2022....	0
d Excess from 2023....	0
e Excess from 2024....	0

Form 990-PF (2024)

Page 10

Part XIII

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

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

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

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

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

Part XIV

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

1Information Regarding Foundation Managers:

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

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

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

Check here right arrow

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

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

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

cAny submission deadlines:

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

Form 990-PF (2024)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
LOMA LINDA KOREAN CHURCH 11487 NEW JERSEY ST REDLANDS,CA92373	NONE	PC	GENERAL OPERATING	250,000
SOUTHEASTERN CALIFORNIA CONFERENCE PO BOX 79990 RIVERSIDE,CA925131990	NONE	PC	GENERAL OPERATING	500,000
Total ................................. 3a				750,000

bApproved for future payment

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

Form 990-PF (2024)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	1,667,121
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	1,285,748
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				2,952,869

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

2,952,869

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

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

Form 990-PF (2024)

Page 13

Part XVI

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

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

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

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

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

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

If "Yes," complete the following schedule.

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

Sign Here

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

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

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
33734X192 FIRST TRUST CLOUD CO	AT COST	244,846	378,921
92206C409 VANGUARD SHORT-TERM	AT COST	3,625,020	3,737,849
464287556 ISHARES NASDAQ BIOTE	AT COST	359,413	410,115
46434G103 ISHARES CORE MSCI EM	AT COST	2,454,347	2,577,214
81369Y407 CONSUMER DISCRETIONA	AT COST	1,430,015	1,977,870
922908751 VANGUARD SMALL-CAP E	AT COST	3,614,392	4,428,360
92206C870 VANGUARD INTRMDIATE-	AT COST	3,143,928	3,267,310
81369Y860 REAL ESTATE SELECT S	AT COST	389,080	429,719
92204A702 VANGUARD INFORMATION	AT COST	3,780,025	5,336,288
46138E511 INVESCO PREFERRED ET	AT COST	368,899	388,100
81369Y100 MATERIALS SELECT SEC	AT COST	232,375	253,598
46432F842 ISHARES CORE MSCI EA	AT COST	5,711,047	6,067,272
92204A405 VANGUARD FINANCIALS	AT COST	2,070,681	3,010,903
37954Y673 GLOBAL X FUNDS SHS U	AT COST	372,536	483,465
464287176 ISHARES TIPS BOND ET	AT COST	452,179	459,550
464288588 ISHARES MBS ETF	AT COST	5,360,595	5,500,708
69374H741 PACER BENCHMARK DATA	AT COST	71,019	80,406
81369Y308 CONSUMER STAPLES SEL	AT COST	762,126	870,920
316092865 FIDELITY MSCI UTILIT	AT COST	372,018	395,866
81369Y209 HEALTH CARE SELECT S	AT COST	2,047,593	2,234,550
81369Y704 INDUSTRIAL SELECT SE	AT COST	905,796	1,144,072
46138E784 INVESCO EMERGING MAR	AT COST	277,501	295,377
464287242 ISHARES IBOXX INVEST
81369Y852 COMM SERVICES SELECT	AT COST	1,541,074	2,204,364
81369Y506 ENERGY SELECT SECTOR	AT COST	485,684	502,824
464287432 ISHARES 20 YEAR TREA	AT COST	2,623,305	2,614,311
92189F676 VANECK VECTORS SEMIC	AT COST	1,057,822	1,492,736
464286533 ISHARES EDGE MSCI MI	AT COST	813,842	884,232
808524862 SCHWAB SHORT-TERM U.	AT COST	2,483,368	2,491,028
46429B689 ISHARES EDGE MSCI MI	AT COST	820,918	881,895
92203J407 VANGUARD TOTAL INTER	AT COST	305,897	308,917
46138E628 INVESCO KBW BANK ETF	AT COST	293,714	444,249
464288760 ISHARES US AEROSPACE
46435U713 ISHARES TR	AT COST	373,180	405,824
92206C706 VANGUARD INTERMEDIAT	AT COST	3,523,802	3,531,272
46137V100 INVESCO AEROSPACE &	AT COST	278,486	291,070
464288752 ISHARES U.S. HOME CO	AT COST	443,406	423,899

Category	Amount	Net Investment Income
FOREIGN TAXES	17,721	17,721
FEDERAL TAX PAYMENT - PRIOR YE	6,136	0
FEDERAL ESTIMATES - PRINCIPAL	6,368	0
FOREIGN TAXES ON NONQUALIFIED	9,102	9,102