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
MAIHAUGEN FOUNDATION INC AGENCY 1045002262
 
Number and street (or P.O. box number if mail is not delivered to street address)230 FRONT STREET NORTH
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LA CROSSE, WI54601
A Employer identification number

39-1857836
B Telephone number (see instructions)

(608) 782-1148
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$5,038,259J 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 399 399  
4 Dividends and interest from securities... 137,597 137,597  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 264,729
b Gross sales price for all assets on line 6a 2,185,550
7 Capital gain net income (from Part IV, line 2)... 264,729
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........ 402,725 402,725  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,500 2,500    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,000 0 0 2,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
30,065 30,065   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,884 3,884   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)....... Click to see attachment
List of Attached Documents:
// Content
35     35
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 38,484 36,449 0 2,035
25 Contributions, gifts, grants paid....... 230,955 230,955
26 Total expenses and disbursements. Add lines 24 and 25 269,439 36,449 0 232,990
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 133,286
b Net investment income (if negative, enter -0-) 366,276
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......... 50,239 139,677 139,677
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).......      
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)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) 4,360,454 4,403,743 4,898,582
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,410,693 4,543,420 5,038,259
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........ 4,410,693 4,543,420
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)..... 4,410,693 4,543,420
30 Total liabilities and net assets/fund balances (see instructions). 4,410,693 4,543,420
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,410,693
2
Enter amount from Part I, line 27a .....................
2
133,286
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,543,979
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
559
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,543,420
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 5819.213 FIDELITY U.S. BOND INDEX FUND   2020-07-07 2024-01-24
b 10139.933 FIDELITY LONG-TERM TREASURY BOND INDEX   2023-10-17 2024-01-24
c 1127. INVESCO S&P 500 LOW VOLATILITY ETF   2023-04-18 2024-01-24
d 316. ISHARES CORE 1-5 YEAR BOND ETF   2022-02-17 2024-01-24
e 13222.12 VANGUARD SHORT TERM TREASURY ADM   2023-06-02 2024-01-24
155. VANGUARD LARGE CAP ETF   2015-04-17 2024-01-24
3. MEDPACE HOLDINGS INC   2024-01-24 2024-02-15
2. COCACOLA CONSOLIDATED   2021-08-12 2024-02-23
8. COMFORT SYSTEMS USA   2021-08-12 2024-02-23
4. ONTO INNOVATION INC   2021-08-12 2024-02-23
99. SCHWAB MID CAP ETF   2016-09-28 2024-02-23
87. VANGUARD DIVIDEND APPRECIATION ETF   2022-07-19 2024-02-23
73. VANGUARD LARGE CAP ETF   2015-04-17 2024-02-23
130.885 AMERICAN FUNDS EUROPACIFIC FUND F3   2021-12-10 2024-02-26
7. COMFORT SYSTEMS USA   2023-10-17 2024-03-18
6. COMFORT SYSTEMS USA   2021-08-12 2024-03-18
120.544 DWS RREEF REAL ASSETS STRATEGY   2021-02-18 2024-03-18
8691.99252 FIDELITY U.S. BOND INDEX FUND   2021-02-23 2024-03-18
3069.46848 FIDELITY U.S. BOND INDEX FUND   2020-10-15 2024-03-18
54.465 OAKMARK INTERNATIONAL R6   2021-08-17 2024-03-18
5308. INVESCO S&P 500 LOW VOLATILITY ETF   2023-10-17 2024-03-18
33. SCHWAB MID CAP ETF   2016-09-28 2024-03-18
129. VANGUARD DIVIDEND APPRECIATION ETF   2022-07-19 2024-03-18
732.742 ARGA EMERGING MARKETS VALUE FUND   2022-02-16 2024-04-04
93.245 AMERICAN BEACON DEVELOPING WORLD INCOME   2019-04-24 2024-04-04
23. BARNES GROUP   2024-01-24 2024-04-04
70. BARNES GROUP   2022-04-29 2024-04-04
194.427 DWS RREEF REAL ASSETS STRATEGY   2021-02-18 2024-04-04
12.50962 AMERICAN FUNDS EUROPACIFIC FUND F3   2021-12-10 2024-04-04
21.03938 AMERICAN FUNDS EUROPACIFIC FUND F3   2021-12-10 2024-04-04
47. HELIOS TECHNOLOGIES   2024-01-24 2024-04-04
6. ONTO INNOVATION INC   2021-08-12 2024-04-04
36. SCHWAB MID CAP ETF   2016-09-28 2024-04-04
8. VANGUARD LARGE CAP ETF   2015-04-17 2024-04-04
35. MODEL N INC   2024-01-24 2024-04-23
98. MODEL N INC   2021-08-03 2024-04-23
182.241 GQG PARTNERS EMERGING MARKETS EQUITY I   2024-03-18 2024-04-24
177.239 AMERICAN BEACON DEVELOPING WORLD INCOME   2019-04-24 2024-04-24
53. DEFINITIVE HEALTHCARE CORP   2024-02-23 2024-04-24
137. DEFINITIVE HEALTHCARE CORP   2022-11-29 2024-04-24
395.327 FIDELITY U.S. BOND INDEX FUND   2020-07-07 2024-04-24
10. FLOOR & DECOR HOLDINGS INC   2018-09-25 2024-04-24
634.323 GLENMEDE SECURED OPTIONS I   2016-04-26 2024-04-24
104. PERMIAN RESOURCES CORPORATION   2022-08-03 2024-04-24
190.989 PIMCO INCOME FUND I   2017-06-16 2024-04-24
90.025 VANGUARD MORTGAGE-BACKED SECURITIES INDE   2023-02-02 2024-04-24
537.407 ARGA EMERGING MARKETS VALUE FUND   2022-02-16 2024-05-09
21. ALARM.COM HOLDINGS INC   2017-07-05 2024-05-09
3. COCACOLA CONSOLIDATED   2021-08-12 2024-05-09
40.009 AMERICAN FUNDS EUROPACIFIC FUND F3   2021-12-10 2024-05-09
30.71439 OAKMARK INTERNATIONAL R6   2021-08-17 2024-05-09
20.96361 OAKMARK INTERNATIONAL R6   2021-08-17 2024-05-09
2. ONTO INNOVATION INC   2023-08-31 2024-05-09
7. ONTO INNOVATION INC   2021-08-12 2024-05-09
28. PERMIAN RESOURCES CORPORATION   2022-08-03 2024-05-09
10. VANGUARD LARGE CAP ETF   2015-04-17 2024-05-09
106. WISDOMTREE US QUALITY GROWTH ETF   2024-03-18 2024-05-09
171.617 ARGA EMERGING MARKETS VALUE FUND   2022-02-16 2024-05-17
173.117 DWS RREEF REAL ASSETS STRATEGY   2021-02-18 2024-05-17
29.168 AMERICAN FUNDS EUROPACIFIC FUND F3   2021-12-10 2024-05-17
101.923 OAKMARK INTERNATIONAL R6   2021-09-07 2024-05-17
58. INTERNATIONAL MONEY EXPRESS, INC   2024-04-24 2024-05-17
60. INTERNATIONAL MONEY EXPRESS, INC   2023-04-18 2024-05-17
20. VANGUARD DIVIDEND APPRECIATION ETF   2022-07-19 2024-05-17
27. VANGUARD LARGE CAP ETF   2015-04-17 2024-05-17
15. ONTO INNOVATION INC   2024-01-24 2024-07-02
152. PERMIAN RESOURCES CORPORATION   2022-08-03 2024-07-02
58. SQUARESPACE INC   2024-05-17 2024-07-02
95. SQUARESPACE INC   2022-02-16 2024-07-02
37. AMN HEALTHCARE SERVICES INC   2021-08-12 2024-07-25
67. CNX RESOURCES CORP   2021-08-03 2024-07-25
250.573 FIDELITY U.S. BOND INDEX FUND   2020-07-07 2024-07-25
457.499 GLENMEDE SECURED OPTIONS I   2016-04-26 2024-07-25
25. OMNICELL INC   2024-01-24 2024-07-25
50. OMNICELL INC   2023-02-03 2024-07-25
31. PACIRA PHARMACEUTICALS INC   2024-01-24 2024-07-25
29. PACIRA PHARMACEUTICALS INC   2021-10-29 2024-07-25
14. VANGUARD DIVIDEND APPRECIATION ETF   2022-07-19 2024-07-25
45. VANGUARD LARGE CAP ETF   2015-04-17 2024-07-25
255. WISDOMTREE US QUALITY GROWTH ETF   2024-03-18 2024-07-25
30.24477 AMERICAN BEACON DEVELOPING WORLD INCOME   2019-04-24 2024-08-08
147.67423 AMERICAN BEACON DEVELOPING WORLD INCOME   2019-04-24 2024-08-08
133.976 DWS RREEF REAL ASSETS STRATEGY   2021-02-18 2024-08-08
2913.294 FIDELITY U.S. BOND INDEX FUND   2021-02-23 2024-08-08
125. PETIQ INC   2024-07-02 2024-08-08
931.537 PIMCO INCOME FUND I   2017-06-16 2024-08-08
3. SPS COMMERCE INC   2012-04-03 2024-08-08
464.649 VANGUARD MORTGAGE-BACKED SECURITIES INDE   2023-02-02 2024-08-08
125. POWERSCHOOL HOLDINGS INC   2024-05-09 2024-10-01
66. POWERSCHOOL HOLDINGS INC   2023-08-31 2024-10-01
1499.191 ARGA EMERGING MARKETS VALUE FUND   2022-02-16 2024-10-10
32. ACUSHNET HOLDINGS CORP   2024-01-24 2024-10-15
27. ACUSHNET HOLDINGS CORP   2023-08-31 2024-10-15
24. ADDUS HOMECARE CORPORATION   2024-01-24 2024-10-15
24. ADDUS HOMECARE CORPORATION   2023-06-02 2024-10-15
658.7 GQG PARTNERS EMERGING MARKETS EQUITY I   2024-03-18 2024-10-15
23. ADVANCED ENERGY INDUSTRIES INC   2024-01-24 2024-10-15
19. ADVANCED ENERGY INDUSTRIES INC   2023-08-31 2024-10-15
20. ALAMO GROUP INC   2024-08-08 2024-10-15
6. AMERICAN WOODMARK CORP   2024-01-24 2024-10-15
27. AMERICAN WOODMARK CORP   2021-08-12 2024-10-15
82. AVANOS MEDICAL INC   2024-01-24 2024-10-15
89. AVANOS MEDICAL INC   2021-12-09 2024-10-15
60. BPR GROUP INC   2024-01-24 2024-10-15
54. BPR GROUP INC   2022-05-13 2024-10-15
48. BENCHMARK ELECTRONICS INC   2024-04-04 2024-10-15
109. BENCHMARK ELECTRONICS INC   2021-08-17 2024-10-15
17. BOOT BARN HOLDINGS INC   2024-01-24 2024-10-15
37. BOOT BARN HOLDINGS INC   2023-06-02 2024-10-15
73. CCC INTELLIGENT SOLUTIONS HOLD.   2023-02-02 2024-10-15
5. CSW INDUSTRIALS INC   2024-01-24 2024-10-15
20. CSW INDUSTRIALS INC   2023-02-02 2024-10-15
48. CTS CORP   2024-02-23 2024-10-15
28. CTS CORP   2021-08-12 2024-10-15
116. CARETRUST REIT INC   2024-08-08 2024-10-15
38. CASS INFORMATION SYSTEMS INC   2024-02-23 2024-10-15
35. CASS INFORMATION SYSTEMS INC   2023-08-31 2024-10-15
4. CHEMED CORP   2024-04-24 2024-10-15
6. CHEMED CORP   2022-03-18 2024-10-15
18. CHESAPEAKE COM   2024-04-24 2024-10-15
16. CHESAPEAKE COM   2021-08-12 2024-10-15
127. COHU INC   2024-08-08 2024-10-15
17. DESCARTES SYSTEMS GROUP INC   2022-02-16 2024-10-15
721.156 DWS RREEF REAL ASSETS STRATEGY   2024-07-25 2024-10-15
14176.344 DWS RREEF REAL ASSETS STRATEGY   2023-08-31 2024-10-15
164. DOXIMITY INC   2024-04-24 2024-10-15
38. ESCO TECHNOLOGIES INC   2024-08-08 2024-10-15
7959.936 FIDELITY U.S. BOND INDEX FUND   2022-03-24 2024-10-15
40. FRESHPET INC   2023-05-15 2024-10-15
29. GLAUKOS CORP   2024-08-08 2024-10-15
35. GLAUKOS CORP   2021-12-09 2024-10-15
13. GOOSEHEAD INSURANCE INC   2024-01-24 2024-10-15
28. GOOSEHEAD INSURANCE INC   2021-06-30 2024-10-15
74. GRAY TELEVISION INC   2024-01-24 2024-10-15
232. GRAY TELEVISION INC   2023-02-03 2024-10-15
311. HILLMAN SOLUTIONS CORP   2024-08-08 2024-10-15
8. INTEGER HOLDINGS CORP   2021-12-09 2024-10-15
229. JAMF HOLDING CORP   2024-05-17 2024-10-15
3. KADANT INC   2020-12-21 2024-10-15
32. KAISER ALUMINUM CORP   2024-03-18 2024-10-15
32. KAISER ALUMINUM CORP   2022-01-03 2024-10-15
29. KFORCE INC   2024-01-24 2024-10-15
46. KFORCE INC   2023-02-02 2024-10-15
30. KORN/FERRY INTERNATIONAL   2024-01-24 2024-10-15
54. KORN/FERRY INTERNATIONAL   2021-08-12 2024-10-15
68. LAREDO PETROLEUM INC   2024-08-08 2024-10-15
69. MARCUS & MILLICHAP INC   2024-03-18 2024-10-15
87. MARCUS & MILLICHAP INC   2021-08-12 2024-10-15
58. MERCANTILE BANK CORP   2021-08-12 2024-10-15
28. MONARCH CASINO & RESORT INC   2024-01-24 2024-10-15
36. MONARCH CASINO & RESORT INC   2022-05-13 2024-10-15
164. NV5 GLOBAL INC   2024-03-18 2024-10-15
58. NORTHERN OIL AND GAS   2024-01-24 2024-10-15
80. NORTHERN OIL AND GAS   2023-02-02 2024-10-15
45. ORIGIN BANCORP   2024-04-24 2024-10-15
55. ORIGIN BANCORP   2023-02-03 2024-10-15
24. ORTHOPEDIATRICS CORP   2024-01-24 2024-10-15
31. ORTHOPEDIATRICS CORP   2021-12-09 2024-10-15
13. PATRICK INDUSTRIES INC   2024-01-24 2024-10-15
36. PATRICK INDUSTRIES INC   2023-06-02 2024-10-15
183. PAYCOR HCM INC   2024-07-25 2024-10-15
99. PAYCOR HCM INC   2022-11-29 2024-10-15
25. PENNANT GROUP INC   2024-04-04 2024-10-15
117. PENNANT GROUP INC   2021-12-09 2024-10-15
32. PHREESIA INC   2024-01-24 2024-10-15
69. PHREESIA INC   2021-12-09 2024-10-15
21. POWER INTEGRATIONS INC   2022-04-29 2024-10-15
8. REPLIGEN   2023-08-01 2024-10-15
43. SPS COMMERCE INC   2022-11-29 2024-10-15
462. SCHWAB MID CAP ETF   2024-08-08 2024-10-15
7305. SCHWAB MID CAP ETF   2023-06-02 2024-10-15
67. SEACOAST BANKING CORP OF FLORIDA   2024-01-24 2024-10-15
68. SEACOAST BANKING CORP OF FLORIDA   2023-02-03 2024-10-15
77. SIMULATIONS PLUS INC   2024-08-08 2024-10-15
27. STEWART INFORMATION SYSTEMS   2024-02-23 2024-10-15
55. STEWART INFORMATION SYSTEMS   2021-08-12 2024-10-15
76. SUNSTONE HOTEL INVESTORS INC   2024-01-24 2024-10-15
230. SUNSTONE HOTEL INVESTORS INC   2022-01-03 2024-10-15
29. SUPERNUS PHARMACEUTICALS INC   2024-01-24 2024-10-15
54. SUPERNUS PHARMACEUTICALS INC   2021-08-17 2024-10-15
26. TRANSCAT INC   2024-08-08 2024-10-15
15. US PHYSICAL THERAPY INC   2024-01-24 2024-10-15
23. US PHYSICAL THERAPY INC   2021-12-09 2024-10-15
2096.6 VANGUARD MORTGAGE-BACKED SECURITIES INDE   2023-02-02 2024-10-15
180. VIAVI SOLUTIONS INC   2024-01-24 2024-10-15
126. VIAVI SOLUTIONS INC   2023-08-31 2024-10-15
66. WILLSCOT MOBILE MINI HOLDINGS CORP   2024-04-24 2024-10-15
79. WILLSCOT MOBILE MINI HOLDINGS CORP   2017-08-29 2024-10-15
526. WISDOMTREE US QUALITY GROWTH ETF   2024-03-18 2024-10-15
137. STEVANATO GROUP   2024-08-08 2024-10-15
26. STEVANATO GROUP   2023-08-31 2024-10-15
103.809 AMERICAN BEACON DEVELOPING WORLD INCOME   2019-04-24 2024-10-25
322.539 FIDELITY U.S. BOND INDEX FUND   2022-03-24 2024-10-25
15. FIVE9 INC   2024-01-24 2024-10-25
35. FIVE9 INC   2022-04-29 2024-10-25
439.605 GLENMEDE SECURED OPTIONS I   2018-12-21 2024-10-25
183.578 PIMCO INCOME FUND I   2017-06-16 2024-10-25
57.838 VANGUARD MORTGAGE-BACKED SECURITIES INDE   2023-02-02 2024-10-25
34. WISDOMTREE US QUALITY GROWTH ETF   2024-03-18 2024-10-25
62. PROGYNY INC   2024-08-08 2024-10-31
86. PROGYNY INC   2023-06-02 2024-10-31
23. ALARM.COM HOLDINGS INC   2022-01-03 2024-12-03
34. BLACKLINE INC   2018-12-12 2024-12-03
115. CCC INTELLIGENT SOLUTIONS HOLD.   2023-02-02 2024-12-03
69. CNX RESOURCES CORP   2024-10-15 2024-12-03
88. CNX RESOURCES CORP   2023-10-17 2024-12-03
40. COGNEX CORP   2022-11-29 2024-12-03
27. DESCARTES SYSTEMS GROUP INC   2022-11-29 2024-12-03
26. ENERSYS INC   2022-02-16 2024-12-03
18. ENPRO INDS INC   2022-04-29 2024-12-03
13. ENSIGN GROUP INC   2022-02-16 2024-12-03
83.366 AMERICAN FUNDS EUROPACIFIC FUND F3   2021-12-10 2024-12-03
30. EXPONENT INC   2022-03-18 2024-12-03
587.76 FIDELITY U.S. BOND INDEX FUND   2022-03-24 2024-12-03
19. FIVE BELOW INC   2022-01-03 2024-12-03
1317.095 GLENMEDE SECURED OPTIONS I   2018-12-21 2024-12-03
11. GRAND CANYON EDUCATION INC   2015-09-17 2024-12-03
11. GUIDEWIRE SOFTWARE INC   2023-06-02 2024-12-03
7. KADANT INC   2022-01-03 2024-12-03
9. MEDPACE HOLDINGS INC   2023-08-31 2024-12-03
38. OPTION CARE HEALTH INC   2023-08-31 2024-12-03
7. PAYLOCITY HOLDING CORP   2016-06-30 2024-12-03
361.06 PIMCO INCOME FUND I   2017-06-16 2024-12-03
21. POWER INTEGRATIONS INC   2022-11-29 2024-12-03
16. QUANTA SERVICES INC   2024-10-25 2024-12-03
20. RB GLOBAL INC   2010-11-23 2024-12-03
3. REPLIGEN   2024-01-24 2024-12-03
9. REPLIGEN   2023-08-01 2024-12-03
8. TYLER TECHS INC   2024-10-15 2024-12-03
98. VANGUARD DIVIDEND APPRECIATION ETF   2022-07-19 2024-12-03
51.419 VANGUARD MORTGAGE-BACKED SECURITIES INDE   2023-02-02 2024-12-03
187. VANGUARD LARGE CAP ETF   2015-04-17 2024-12-03
511. WISDOMTREE US QUALITY GROWTH ETF   2024-03-18 2024-12-03
10. GLOBANT SA   2022-02-16 2024-12-03
32. KORNIT DIGITAL LTD   2020-02-13 2024-12-03
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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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    
(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 59,647   72,187 -12,540
b 97,546   102,798 -5,252
c 70,564   71,616 -1,052
d 14,989   15,627 -638
e 130,106   131,563 -1,457
34,651   14,883 19,768
1,184   896 288
1,662   824 838
2,242   615 1,627
717   291 426
7,636   4,307 3,329
15,558   12,824 2,734
17,044   7,009 10,035
7,462   8,869 -1,407
2,162   1,231 931
1,853   461 1,392
1,360   1,340 20
88,484   106,263 -17,779
31,247   38,568 -7,321
1,446   978 468
343,924   336,100 7,824
2,601   1,436 1,165
23,204   19,015 4,189
7,342   7,152 190
674   788 -114
807   730 77
2,455   2,957 -502
2,216   2,162 54
730   848 -118
1,227   1,426 -199
2,095   2,000 95
1,109   437 672
2,867   1,566 1,301
1,893   768 1,125
1,036   1,011 25
2,902   3,145 -243
3,158   3,116 42
1,273   1,498 -225
373   485 -112
964   1,939 -975
3,957   4,981 -1,024
1,090   330 760
8,982   7,422 1,560
1,795   820 975
1,984   2,305 -321
1,596   1,706 -110
5,498   5,245 253
1,446   766 680
2,813   1,236 1,577
2,356   2,711 -355
829   885 -56
566   604 -38
418   277 141
1,462   510 952
476   175 301
2,384   960 1,424
4,333   4,314 19
1,817   1,675 142
2,032   1,925 107
1,755   1,976 -221
2,819   2,958 -139
1,206   1,230 -24
1,247   1,522 -275
3,672   2,948 724
6,548   2,592 3,956
3,351   2,312 1,039
2,478   948 1,530
2,523   2,061 462
4,133   2,876 1,257
2,358   3,606 -1,248
1,671   814 857
2,576   3,190 -614
6,652   5,353 1,299
735   859 -124
1,470   2,976 -1,506
613   994 -381
573   1,503 -930
2,624   2,064 560
11,212   4,321 6,891
11,022   10,377 645
210   256 -46
1,025   1,248 -223
1,566   1,490 76
30,415   36,632 -6,217
3,812   2,819 993
9,921   11,281 -1,360
594   38 556
8,624   8,838 -214
2,850   2,768 82
1,505   1,463 42
17,061   14,632 2,429
2,044   2,007 37
1,725   1,541 184
3,188   2,121 1,067
3,188   2,478 710
11,784   11,264 520
2,465   2,419 46
2,037   1,674 363
3,623   4,178 -555
569   540 29
2,558   2,089 469
1,870   1,568 302
2,029   2,766 -737
3,150   1,473 1,677
2,835   1,240 1,595
2,091   1,346 745
4,749   2,768 1,981
2,788   1,249 1,539
6,068   3,109 2,959
797   696 101
1,966   1,051 915
7,863   2,692 5,171
2,342   2,032 310
1,366   1,014 352
3,562   2,979 583
1,605   1,684 -79
1,478   1,378 100
2,424   2,414 10
3,636   1,643 1,993
2,181   1,852 329
1,939   2,071 -132
3,226   3,814 -588
1,835   1,340 495
8,971   7,941 1,030
176,354   158,560 17,794
7,134   3,942 3,192
4,770   4,016 754
83,579   92,636 -9,057
5,740   2,155 3,585
3,719   2,839 880
4,489   1,497 2,992
1,243   1,031 212
2,676   3,065 -389
425   689 -264
1,331   4,525 -3,194
3,352   3,020 332
1,056   676 380
3,884   4,507 -623
1,005   419 586
2,305   2,260 45
2,305   3,623 -1,318
1,675   2,049 -374
2,656   2,777 -121
2,192   1,728 464
3,945   3,713 232
1,817   2,859 -1,042
2,581   2,507 74
3,254   3,467 -213
2,595   1,920 675
2,123   1,892 231
2,729   2,480 249
3,832   4,370 -538
2,214   1,957 257
3,054   2,260 794
1,463   1,441 22
1,788   2,198 -410
637   668 -31
823   1,860 -1,037
1,854   1,292 562
5,134   2,908 2,226
2,499   3,195 -696
1,352   2,591 -1,239
880   503 377
4,120   2,483 1,637
673   810 -137
1,451   3,202 -1,751
1,337   1,693 -356
1,172   1,349 -177
8,473   2,781 5,692
13,019   11,385 1,634
205,856   121,799 84,057
1,848   1,797 51
1,876   2,348 -472
2,447   3,011 -564
1,899   1,644 255
3,868   3,279 589
792   797 -5
2,397   2,716 -319
968   821 147
1,803   1,318 485
3,292   3,194 98
1,235   1,418 -183
1,894   1,989 -95
39,039   39,731 -692
1,662   1,698 -36
1,163   1,414 -251
2,414   2,779 -365
2,889   851 2,038
24,284   21,406 2,878
2,518   4,018 -1,500
478   846 -368
739   884 -145
3,342   3,609 -267
449   1,188 -739
1,047   3,872 -2,825
6,678   5,142 1,536
1,946   2,216 -270
1,063   1,096 -33
1,594   1,384 210
932   1,948 -1,016
1,292   4,684 -3,392
1,506   1,546 -40
2,119   1,393 726
1,432   1,096 336
2,744   1,613 1,131
3,499   1,308 2,191
1,570   1,891 -321
3,126   1,851 1,275
2,505   2,046 459
3,442   1,893 1,549
1,874   572 1,302
4,921   5,649 -728
2,929   1,340 1,589
6,113   6,577 -464
1,948   1,931 17
20,534   14,554 5,980
1,817   419 1,398
2,226   833 1,393
2,875   1,154 1,721
3,068   2,448 620
897   1,290 -393
1,458   299 1,159
3,849   4,377 -528
1,389   1,653 -264
5,455   4,916 539
1,941   399 1,542
443   547 -104
1,330   1,518 -188
4,967   4,805 162
19,978   14,445 5,533
947   974 -27
51,955   17,955 34,000
25,275   20,796 4,479
2,231   2,100 131
996   1,422 -426
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
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      38,321
      38,321
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      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
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      38,321
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      38,321
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      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
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      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
      38,321
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       -12,540
b       -5,252
c       -1,052
d       -638
e       -1,457
      19,768
      288
      838
      1,627
      426
      3,329
      2,734
      10,035
      -1,407
      931
      1,392
      20
      -17,779
      -7,321
      468
      7,824
      1,165
      4,189
      190
      -114
      77
      -502
      54
      -118
      -199
      95
      672
      1,301
      1,125
      25
      -243
      42
      -225
      -112
      -975
      -1,024
      760
      1,560
      975
      -321
      -110
      253
      680
      1,577
      -355
      -56
      -38
      141
      952
      301
      1,424
      19
      142
      107
      -221
      -139
      -24
      -275
      724
      3,956
      1,039
      1,530
      462
      1,257
      -1,248
      857
      -614
      1,299
      -124
      -1,506
      -381
      -930
      560
      6,891
      645
      -46
      -223
      76
      -6,217
      993
      -1,360
      556
      -214
      82
      42
      2,429
      37
      184
      1,067
      710
      520
      46
      363
      -555
      29
      469
      302
      -737
      1,677
      1,595
      745
      1,981
      1,539
      2,959
      101
      915
      5,171
      310
      352
      583
      -79
      100
      10
      1,993
      329
      -132
      -588
      495
      1,030
      17,794
      3,192
      754
      -9,057
      3,585
      880
      2,992
      212
      -389
      -264
      -3,194
      332
      380
      -623
      586
      45
      -1,318
      -374
      -121
      464
      232
      -1,042
      74
      -213
      675
      231
      249
      -538
      257
      794
      22
      -410
      -31
      -1,037
      562
      2,226
      -696
      -1,239
      377
      1,637
      -137
      -1,751
      -356
      -177
      5,692
      1,634
      84,057
      51
      -472
      -564
      255
      589
      -5
      -319
      147
      485
      98
      -183
      -95
      -692
      -36
      -251
      -365
      2,038
      2,878
      -1,500
      -368
      -145
      -267
      -739
      -2,825
      1,536
      -270
      -33
      210
      -1,016
      -3,392
      -40
      726
      336
      1,131
      2,191
      -321
      1,275
      459
      1,549
      1,302
      -728
      1,589
      -464
      17
      5,980
      1,398
      1,393
      1,721
      620
      -393
      1,159
      -528
      -264
      539
      1,542
      -104
      -188
      162
      5,533
      -27
      34,000
      4,479
      131
      -426
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 264,729
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 5,091
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 5,091
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 5,091
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,396
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 1,396
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 3,695
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (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 arrowWI
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 arrow  
14
The books are in care ofright arrowMaihaugen Foundation Inc, c/o Trust Point Inc Telephone no.right arrow (608) 782-1148

Located atright arrow230 FRONT STREET NORTHLA CROSSEWI ZIP+4right arrow54601
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)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
MICHAEL R BURTON PRESIDENT
1 		1,500    
9255 NORTH THRUSH LANE
BAYSIDE,WI53217
FRANCES M BURTON VICE PRESIDENT
1 		0    
832 LINCOLN PLACE
BOULDER,CO80302
CAROLYN BURTON SECRETARY
1 		500    
9255 NORTH THRUSH LANE
BAYSIDE,WI53217
ALISON FAULKNER TREASURER
1 		500    
16010 PLUM DRIVE
URBANDALE,IA50323
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
5,056,752
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
5,056,752
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
5,056,752
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
75,851
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,980,901
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
249,045
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
249,045
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,091
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,091
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
243,954
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
243,954
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
243,954
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
232,990
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
232,990
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 7 243,954
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 225,875
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 232,990
a Applied to 2023, but not more than line 2a 225,875
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..... 7,115
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		236,839
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)
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:
CAROLYN BURTON
8221 NORTH LINKS WAY
FOX POINT,WI53217
(414) 247-1255
bThe form in which applications should be submitted and information and materials they should include:
PROPOSAL LETTER NOT EXCEEDING TWO PAGES. WRITE TO ABOVE ADDRESS FOR BROCHURE OUTLINING GRANT PROCESS.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PRIMARILY ORGANIZATIONS IN DOOR COUNTY AND MILWAUKEE, WI FOCUSING ON HISTORIC PRESERVATION, CULTURAL ACTIVITIES AND ENVIRONMENTAL ISSUES.
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

Carousel of Happiness

PO BOX 1811
Nederland,CO80466 		NONE PUBLIC HISTORICAL 5,000

Ex Fabula

206 E SMITH STREET
Milwaukee,WI53207 		NONE PUBLIC HUMANITARIAN 5,000

ARTS AT LARGE

1100 S 5TH STREET
MILWAUKEE,WI53204 		NONE PUBLIC ARTS 5,000

UNIVERSITY OF WISCONSIN FOUNDATION

1207 SEMINOLE HIGHWAY
MADISON,WI53711 		NONE PUBLIC EDUCATION 5,000

MILWAUKEE YOUTH SYMPHONY ORCHESTRA

325 W WALNUT STREET
MILWAUKEE,WI53212 		NONE PUBLIC COMMUNITY PARTNERSHIP 7,500

HISTORIC MILWAUKEE

235 E MICHIGAN STREET
MILWAUKEE,WI53202 		NONE PUBLIC TOURS AND PROGRAMS 5,000

OLD WORLD WISCONSIN FOUNDATION

PO BOX 347
Elkhorn,WI53212 		NONE PUBLIC HERITAGE BREED LIVESTOCK 5,000

LATINO ARTS INC

1028 S NINTH STREET
MILWAUKEE,WI53226 		NONE PUBLIC CULTURAL AND ETHNIC 5,000

DOOR COUNTY LAND TRUST INC

PO BOX 65
STURGEON BAY,WI54235 		NONE PUBLIC NATURAL RESOUCE 10,000

Milwaukee Public Library Foundation

814 WEST WISCONSIN AVENUE
Milwaukee,WI53233 		NONE PUBLIC LIBRARY 5,000

DOOR COUNTY MEMORIAL HOSPITAL FOUNDATION
INC
PO BOX 230
STURGEON BAY,WI54235 		NONE PUBLIC HUMANITARIAN 10,000

BETTY BRINN CHILDREN'S MUSEUM INC

929 E WISCONSIN AVENUE
MILWAUKEE,WI53202 		NONE PUBLIC YOUTH DEVELOPMENTAL 5,000

URBAN ECOLOGY CENTER

1500 EAST PARK PLACE
MILWAUKEE,WI53211 		NONE PUBLIC EDUCATION 10,000

DANCEWORKS INC

1661 N WATER STREET
MILWAUKEE,WI53202 		NONE PUBLIC ARTS 5,000

OPTIMIST THEATRE

2010 N 1ST STREET
MILWAUKEE,WI53212 		NONE PUBLIC HUMANITARIAN 5,000

Milwaukee Riverkeepers

600 E GREENFIELD AVENUE
Milwaukee,WI53204 		NONE PUBLIC HUMANITARIAN 7,500

Door County Public Library Foundation

222 N 3RD AVENUE
STURGEON BAY,WI54235 		NONE PUBLIC EDUCATIONAL 450

Door County Historical Society

PO BOX 71
Sturgeon Bay,WI54235 		NONE EDUCATION PUBLIC 10,000

BOULDER FOOD RESCUE

PO BOX 284
BOULDER,CO80306 		NONE PUBLIC HUMANITARIAN 5,000

Ecohab

PO BOX 1554
El Prado,NM87529 		NONE PUBLIC HUMANITARIAN 5,200

BELGIAN HERITAGE CENTER

PO BOX 173
BRUSSELS,WI54204 		NONE PUBLIC HISTORICAL EDUCATION 5,805

Sturgeon Bay Historical Society
Foundation
PO BOX 826
Sturgeon Bay,WI54235 		NONE PUBLIC EDUCATION 5,000

Boulder Museum of Contemporary Art

1750 13TH STREET
Boulder,CO80302 		NONE PUBLIC EDUCATION 5,000

Paragon Service Dogs

14737 COUNTY RD 3
Longmont,CO80504 		NONE PUBLIC HUMAN SERVICE ORGANIZATION 10,000

WILD ANIMAL SANCTUARY

1946 COUNTY ROAD 53
KEENESBURG,CO80643 		NONE PUBLIC ENVIRONMENTAL 20,000

Wild Bear Nature Center

PO BOX 3017
Nederland,CO80466 		NONE PUBLIC NATURAL EDUCATION AND 10,000

Growing Gardens

1630 HAWTHORN AVENUE
Boulder,CO80306 		NONE PUBLIC HUMANITARIAN 2,500

BOULDER PHILHARMONIC ORCHESTRA

1600 RANGE ST 200
BOULDER,CO80301 		NONE PUBLIC ARTS 5,000

Historic Haymarket Milwaukee

C/O MILWAUKEE PUBLIC MUSEUM
Milwaukee,WI53233 		NONE PUBLIC EDUCATION 45,000

Cycling Without Age - Door County Inc

PO BOX 375
Sister Bay,WI54234 		NONE PUBLIC MEDICAL 2,000
Total .................................right arrow 3a 230,955
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 ........... 		    14 399  
4 Dividends and interest from securities ....     14 137,597  
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 ............ 		    18 264,729  
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) ..   402,725  
13Total. Add line 12, columns (b), (d), and (e)..................
13
402,725
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
MAIHAUGEN FOUNDATION INC AGENCY 1045002262
EIN:
39-1857836
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,000     2,000

TY 2024 OtherDecreasesSchedule
Name:
MAIHAUGEN FOUNDATION INC AGENCY 1045002262
EIN:
39-1857836
Description Amount
ACCRUED INCOME/LOSS ADJUSTMENT 559


TY 2024 OtherExpensesSchedule
Name:
MAIHAUGEN FOUNDATION INC AGENCY 1045002262
EIN:
39-1857836
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 35 0   35


TY 2024 OtherProfessionalFeesSchedule
Name:
MAIHAUGEN FOUNDATION INC AGENCY 1045002262
EIN:
39-1857836
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODIAN & MANAGEMENT FEES (A 27,229 27,229    
OTHER EXPENSE (NON-DEDUCTIBLE 2,836 2,836    


TY 2024 TaxesSchedule
Name:
MAIHAUGEN FOUNDATION INC AGENCY 1045002262
EIN:
39-1857836
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 43 43   0
FEDERAL TAX PAYMENT - PRIOR YE 705 705   0
FEDERAL ESTIMATES - PRINCIPAL 1,396 1,396   0
FOREIGN TAXES ON QUALIFIED FOR 1,740 1,740   0