TY 2024 Form 990PF

(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	LT CAPITAL GAIN DISTRIBUTIONS	P
b	VANGUARD EQUITY INCOME ST	P	2024-06-21	2024-12-23
c	BLACKROCK STRATEGIC INCOME	P	2022-12-30	2024-07-25
d	ISHARES S&P SMALL CAP 600	P	2022-12-01	2024-07-25
e	VANGUARD EQUITY INCOME LT	P	2022-09-16	2024-07-25
	VANGUARD INTERMEDIATE TAX EXEMPT	P	2019-07-26	2024-12-20

(e) Gross sales price	(f) Depreciation allowed (or allowable)	(h) Gain or (loss) (e) plus (f) minus (g)
a	20,735		20,735
b	2,504	2,442	62
c	45,000	43,670	1,330
d	58,951	54,045	4,906
e	17,476	16,077	1,399
	234,004	249,222	-15,218

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	13,214
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

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	833
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	833
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	833
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	265
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............	7	265
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content	8	27
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......	9	595
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 tax	Refunded	11

(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
EARL T CHASE THRU 020824	DIRECTOR 8.40	0	0	0
5184 CALDWELL MILL ROAD STE 204 BOX 338 BIRMINGHAM,AL35244
JUSTIN RUSSELL BEG 020824	DIRECTOR 8.40	0	0	0
600 UNIVERSITY PARK PLACE STE 501 BIRMINGHAM,AL35209
WAVERLY ADVISORS LLC	INVESTMENT MANAGER 0.00	0	0	0
600 UNIVERSITY PARK PLACE STE 501 BIRMINGHAM,AL35209

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
BADRINATH KONIDALA - CARNEGIE MELLO ENROLLMENT SERVICES 5000 FORBES AVENUE WARNER HALL A19 PITTSBURGH,PA15213	NONE	I	SCHOLARSHIP	2,000
ANAYA ANDRE - CHAPEL HILL UNC-CHAPEL HILL CASHIERS OFFICE 450 RIDGE ROAD SUITE 2215 CB 1400 CHAPEL HILL,NC27599	NONE	I	SCHOLARSHIP	2,000
RACHEL CHARLES - DAVIDSON COLLEGE CONTROLLERS OFFICE 209 RIDGE RD BOX 5000 DAVIDSON,NC28035	NONE	I	SCHOLARSHIP	2,000
HUSTON CADETTE - DUKE UNIVERSITY DUKE UNIVERSITY CASHIERING BAY 8 ROOM B-103 114 SOUTH BUCHANAN BOULE DURHAM,NC27701	NONE	I	SCHOLARSHIP	2,000
APRIL OLSHANSKY - EMORY UNIVERSITY ATTN STUDENT ACCOUNTS AND BILLING OFFICE 200 DOWMAN DRIVE 101 B JONES ATLANTA,GA30322	NONE	I	SCHOLARSHIP	2,000
AVA SHERIDAN HAVIDIC - EMORY UNIVER ATTN STUDENT ACCOUNTS AND BILLING OFFICE 200 DOWMAN DRIVE 101 B JONES ATLANTA,GA30322	NONE	I	SCHOLARSHIP	2,000
JAYLEE NELSON - FLORIDA AM UNIVERSI STUDENT FINANCIAL SERVICES CASS BLDG 1735 ALTHEA GIBSON WAY SUITE 1 TALLAHASSEE,FL32307	NONE	I	SCHOLARSHIP	2,000
RAYANNA SAMUELS - FLORIDA ATLANTIC OFFICE OF FINANCIAL AID 777 GLADES ROAD BLDG SU-80 RM 233 BOCA RATON,FL33431	NONE	I	SCHOLARSHIP	2,000
SHELLY ABRAMOV - FLORIDA ATLANTIC U OFFICE OF FINANCIAL AID 777 GLADES ROAD BLDG SU-80 RM 233 BOCA RATON,FL33431	NONE	I	SCHOLARSHIP	2,000
KOMARNA BROWN - FLORIDA ATLANTIC UN OFFICE OF FINANCIAL AID 777 GLADES ROAD BLDG SU-80 RM 233 BOCA RATON,FL33431	NONE	I	SCHOLARSHIP	2,000
DAVID WILLIAMS - FLORIDA INTERNATIO OFFICE OF FINANCIAL AID 11200 SW 8TH ST MIAMI,FL33199	NONE	I	SCHOLARSHIP	2,000
TASNIMAH A RAHIM - FLORIDA INTERNAT OFFICE OF FINANCIAL AID 11200 SW 8TH ST MIAMI,FL33199	NONE	I	SCHOLARSHIP	2,000
CAMORAHH SHAW - FLORIDA STATE UNIVE BUSINESS SERVICES ATTNPRIVATE SCHOLARSHIPS A1500 UNIVERSITY CENTE TALLAHASSEE,FL32306	NONE	I	SCHOLARSHIP	2,000
SHANI FREEDMAN - FLORIDA STATE UNIV BUSINESS SERVICES ATTNPRIVATE SCHOLARSHIPS A1500 UNIVERSITY CENTE TALLAHASSEE,FL32306	NONE	I	SCHOLARSHIP	2,000
JACKSON ZACHARY DAVIS - FLORIDA STA BUSINESS SERVICES ATTNPRIVATE SCHOLARSHIPS A1500 UNIVERSITY CENTE TALLAHASSEE,FL32306	NONE	I	SCHOLARSHIP	2,000
ANDREA JIBODH - FLORIDA STATE UNIVE BUSINESS SERVICES ATTNPRIVATE SCHOLARSHIPS A1500 UNIVERSITY CENTE TALLAHASSEE,FL32306	NONE	I	SCHOLARSHIP	2,000
CHEDELIE JEAN - FLORIDA STATE UNIVE BUSINESS SERVICES ATTNPRIVATE SCHOLARSHIPS A1500 UNIVERSITY CENTE TALLAHASSEE,FL32306	NONE	I	SCHOLARSHIP	2,000
REBECCA BURLETON - FLORIDA STATE UN BUSINESS SERVICES ATTNPRIVATE SCHOLARSHIPS A1500 UNIVERSITY CENTE TALLAHASSEE,FL32306	NONE	I	SCHOLARSHIP	2,000
KAMEJAH JAHMEKA SHARIFA PETERSEN - BUSINESS SERVICES ATTNPRIVATE SCHOLARSHIPS A1500 UNIVERSITY CENTE TALLAHASSEE,FL32306	NONE	I	SCHOLARSHIP	2,000
MARA LUSTIG - FLORIDA STATE UNIVERS BUSINESS SERVICES ATTNPRIVATE SCHOLARSHIPS A1500 UNIVERSITY CENTE TALLAHASSEE,FL32306	NONE	I	SCHOLARSHIP	2,000
ANAMARIA JIMENEZ - FLORIDA STATE UN BUSINESS SERVICES ATTNPRIVATE SCHOLARSHIPS A1500 UNIVERSITY CENTE TALLAHASSEE,FL32306	NONE	I	SCHOLARSHIP	2,000
KHALISE RICHARD - FLORIDA STATE UNI BUSINESS SERVICES ATTNPRIVATE SCHOLARSHIPS A1500 UNIVERSITY CENTE TALLAHASSEE,FL32306	NONE	I	SCHOLARSHIP	2,000
JAYDEN BODDEN - GA TECH BURSARS OFFICE LYMAN HALL SUITE 111 225 NORTH AVENUE ATLANTA,GA30332	NONE	I	SCHOLARSHIP	2,000
JACK MANISCALCO - GEORGE WASHINGTON ENTERPRISE HALL SUITE 290 ATTN STUDENT ACCOUNTS OFFICE 44983 KNOLL ASHBURN,VA20147	NONE	I	SCHOLARSHIP	2,000
NATALIE GEELMUYDEN - GEORGE WASHING ENTERPRISE HALL SUITE 290 ATTN STUDENT ACCOUNTS OFFICE 44983 KNOLL ASHBURN,VA20147	NONE	I	SCHOLARSHIP	2,000
FAHIM ASEER - HARVARD HARVARD UNIVERSITY PO BOX 4999 BOSTON,MA02212	NONE	I	SCHOLARSHIP	2,000
PAIGE MARTZ - HOFSTRA UNIVERSITY OFFICE OF STUDENT ACCOUNTS 205 MEMORIAL HALL 126 HOFSTR UNIVERSITY HEMPSTEAD,NY11549	NONE	I	SCHOLARSHIP	2,000
BRANDON CUKIERMAN - INDIANA UNIVERS OFFICE OF THE BURSAR-BLOOMINGTON PO BOX 6448 BLOOMINGTON,IN47407	NONE	I	SCHOLARSHIP	2,000
JOSHUA BURKE - INDIANA UNIVERSITY B OFFICE OF THE BURSAR-BLOOMINGTON PO BOX 6448 BLOOMINGTON,IN47407	NONE	I	SCHOLARSHIP	2,000
TORIAN E BEAN II - LSU LOUISIANA STATE UNIVERSITY BURSAR OPERATIONS 125 THOMAS BOYD HALL BATON ROUGE,LA70803	NONE	I	SCHOLARSHIP	2,000
NATTAKARA PHARIYANITICUPT - NORTHEA STUDENT FINANCIAL SERVICES 354 RICHARDS HALL 360 HUNTINGTON AVE BOSTON,MA02115	NONE	I	SCHOLARSHIP	2,000
ANNALISE CARRASQUILLO - NOVA SOUTHE ATTN BURSARS OFFICE 3300 S UNIVERSITY DRIVE FORT LAUDERDALE,FL33328	NONE	I	SCHOLARSHIP	2,000
ANDREA EL KHOURI - NOVA SOUTHEASTER ATTN BURSARS OFFICE 3300 S UNIVERSITY DRIVE FORT LAUDERDALE,FL33328	NONE	I	SCHOLARSHIP	2,000
LAUREN BERBECI - NOVA SOUTHEASTERN ATTN BURSARS OFFICE 3300 S UNIVERSITY DRIVE FORT LAUDERDALE,FL33328	NONE	I	SCHOLARSHIP	2,000
DARA SEDAKA - PENN STATE UNIVERSITY OFFICE OF THE BURSAR 103 SHIELDS BUILDING 664 CURTIN ROAD UNIVERSITY PARK,PA16802	NONE	I	SCHOLARSHIP	2,000
ALEX FRIAS - PRINCETON UNIVERSITY PRINCETON UNIVERSITY STUDENT ACCOUNTS 701 CARNEGIE CENTER SUITE PRINCETON,NJ08540	NONE	I	SCHOLARSHIP	2,000
IMANI CARRE - SUNY PURCHASE COLLEGE ATTN STUDENT ACCOUNTS STUDENT FINANCIAL SERVICES 735 ANDERSON HIL PURCHASE,NY10577	NONE	I	SCHOLARSHIP	2,000
DYLAN GARA - TULANE UNIVERSITY TULANE UNIVERSITY BURSARS OFFICE 1685 6823 ST CHARLES AVE NEW ORLEANS,LA70118	NONE	I	SCHOLARSHIP	2,000
DIEGO ALEXANDER RAMIREZ - UNIVERSIT OFFICE OF STUDENT FINANCIAL ASSISTANCE PO BOX 160113 ORLANDO,FL32816	NONE	I	SCHOLARSHIP	2,000
SOFIA LASTRE DIAZ - UNIVERSITY OF C OFFICE OF STUDENT FINANCIAL ASSISTANCE PO BOX 160113 ORLANDO,FL32816	NONE	I	SCHOLARSHIP	2,000
AMANDA NUNEZ-FERREIRA - UNIVERSITY OFFICE OF STUDENT FINANCIAL ASSISTANCE PO BOX 160113 ORLANDO,FL32816	NONE	I	SCHOLARSHIP	2,000
LANAIYA WALTERS - UNIVERSITY OF CEN OFFICE OF STUDENT FINANCIAL ASSISTANCE PO BOX 160113 ORLANDO,FL32816	NONE	I	SCHOLARSHIP	2,000
LUISA HERNANDEZ-ALTHABE - UNIVERSIT OFFICE OF STUDENT FINANCIAL ASSISTANCE PO BOX 160113 ORLANDO,FL32816	NONE	I	SCHOLARSHIP	2,000
SHANIKA HARRISON - UNIVERSITY OF CE OFFICE OF STUDENT FINANCIAL ASSISTANCE PO BOX 160113 ORLANDO,FL32816	NONE	I	SCHOLARSHIP	2,000
AYDEN GONZALEZ - UNIVERSITY OF CENT OFFICE OF STUDENT FINANCIAL ASSISTANCE PO BOX 160113 ORLANDO,FL32816	NONE	I	SCHOLARSHIP	2,000
CAMILA BERNAL - UNIVERSITY OF CENTR OFFICE OF STUDENT FINANCIAL ASSISTANCE PO BOX 160113 ORLANDO,FL32816	NONE	I	SCHOLARSHIP	2,000
LORENA DE GENNARO - UNIVERSITY OF C OFFICE OF STUDENT FINANCIAL ASSISTANCE PO BOX 160113 ORLANDO,FL32816	NONE	I	SCHOLARSHIP	2,000
KATHLYN UYEN LUONG - UNIVERSITY OF OFFICE OF STUDENT FINANCIAL ASSISTANCE PO BOX 160113 ORLANDO,FL32816	NONE	I	SCHOLARSHIP	2,000
LOURDES MARIE HERNANDEZ - UNIVERSIT OFFICE OF STUDENT FINANCIAL ASSISTANCE PO BOX 160113 ORLANDO,FL32816	NONE	I	SCHOLARSHIP	2,000
CORY LEVY - UNIVERSITY OF FLORIDA OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
LEANDRO A TORELLO - UNIVERSITY OF F OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
AIDAN MICHAEL CHIODO - UNIVERSITY O OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
BROOKE MARISSA NACHT - UNIVERSITY O OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
SAMUEL PALLEIJA - UNIVERSITY OF FLO OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
DIMITRIS LIVERIS - UNIVERSITY OF FL OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
MAHITH ALLU - UNIVERSITY OF FLORIDA OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
ASEEL ISMAIL - UNIVERSITY OF FLORID OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
JACOB NEIJNA KATIMS - UNIVERSITY OF OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
ZACH MILLER - UNIVERSITY OF FLORIDA OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
MARIANNE PIZZUTI VALENTINI - UNIVER OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
MOISES BELLELI FERNANDEZ - UNIVERSI OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
KENEISHA J ETIENNE - UNIVERSITY OF OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
BRAYLEN VERSELL WASHINGTON - UNIVER OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
RYAN NADANAM - UNIVERSITY OF FLORID OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
KIRAN NADANAM - UNIVERSITY OF FLORI OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
CAITLYN GRAY - UNIVERSITY OF FLORID OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
LUCAS HELF - UNIVERSITY OF FLORIDA OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
EMMA LISS - UNIVERSITY OF FLORIDA OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
ZOEY JIANG - UNIVERSITY OF FLORIDA OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
ISABELLA TORRES - UNIVERSITY OF FLO OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
STEVEN FISHER - UNIVERSITY OF FLORI OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
VALERIA PALACIO - UNIVERSITY OF FLO OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
CHARLENE YANYIN LI - UNIVERSITY OF OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
SEBASTIAN ALEJANDRO PEREZ ORTEGA - OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
AYALA YASMIN EREZ - UNIVERSITY OF F OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
CHRISTINA LANE - UNIVERSITY OF FLOR OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
SEBASTIAN FIDELIA - UNIVERSITY OF F OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
HANNA RODRIGUEZ - UNIVERSITY OF FLO OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
MAX WILLIAM MILDER - UNIVERSITY OF OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
BENJAMIN BURKE - UNIVERSITY OF FLOR OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
MARISSA AMISIAL - UNIVERSITY OF FLO OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
JOEY BLAKE FISHER - UNIVERSITY OF F OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
NAVYA PANT - UNIVERSITY OF FLORIDA OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
BENJAMIN ADELMAN - UNIVERSITY OF FL OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
MORGAN PRAVATO - UNIVERSITY OF FLOR OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
RYAN MCMANUS - UNIVERSITY OF FLORID OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
REBECCA ARDITY - UNIVERSITY OF FLOR OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
PAYTON THIGPEN - UNIVERSITY OF FLOR OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
GABRIELLA ANTMANN - UNIVERSITY OF F OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
NATALEAH BOWFORD - UNIVERSITY OF FL OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
ZION TOMLIN - UNIVERSITY OF FLORIDA OFFICE OF STUDENT FINANCIAL AFFAIRS ATTN DISBURSEMENTS PO BOX 114025 GAINSVILLE,FL32611	NONE	I	SCHOLARSHIP	2,000
LAURYN ROBERTI - UNIVERSITY OF MIAM UNIVERSITY OF MIAMI PO BOX 025551 LOCATION 20 MIAMI,FL33102	NONE	I	SCHOLARSHIP	2,000
CYRUS DHABHAR - UNIVERSITY OF MIAMI UNIVERSITY OF MIAMI PO BOX 025551 LOCATION 20 MIAMI,FL33102	NONE	I	SCHOLARSHIP	2,000
MARIA CLAUDIA BARBOZA - UNIVERSITY UNIVERSITY OF MIAMI PO BOX 025551 LOCATION 20 MIAMI,FL33102	NONE	I	SCHOLARSHIP	2,000
DANTE SANTURIAN - UNIVERSITY OF MIC STUDENT FINANCIAL SERVICES 2226 STUDENT ACTIVITIES BLDG 515 E JEFFE ANN ARBOR,MI48109	NONE	I	SCHOLARSHIP	2,000
LUIS BRIONES - UNIVERSITY OF MICHIG STUDENT FINANCIAL SERVICES 2226 STUDENT ACTIVITIES BLDG 515 E JEFFE ANN ARBOR,MI48109	NONE	I	SCHOLARSHIP	2,000
CHINMAY NITIN DESHMUKH - UNIVERSITY STUDENT ACCOUNTS FRANKLIN BUILDING ROOM 221 3451 WALNUT STREET PHILADELPHIA,PA19104	NONE	I	SCHOLARSHIP	2,000
SEBASTIAN ORTIZ-ZAMBRANA - UNIVERSI STUDENT ACCOUNTS FRANKLIN BUILDING ROOM 221 3451 WALNUT STREET PHILADELPHIA,PA19104	NONE	I	SCHOLARSHIP	2,000
LAURA GONZALEZ - UNIVERSITY OF SOUT OFFICE OF FINANCIAL AID 4202 E FOWLER AV SVC 1102 TAMPA,FL33620	NONE	I	SCHOLARSHIP	2,000
IRIS LEE - WASHINGTON UNIVERSITY IN ATTN STUDENT ACCOUNTING PO BOX 14627 ST LOUIS,MO63150	NONE	I	SCHOLARSHIP	2,000
PATRICK FUNG - YALE YALE UNIVERSITY OFFICE OF STUDENT ACCOUNTS 246 CHURCH STREET NEW HAVEN,CT06510	NONE	I	SCHOLARSHIP	2,000
Total ................................. 3a				202,000

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


1	Contributions, gifts, grants, etc., received (attach schedule)	2,000
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	85,442		78,756
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		13,214
b	Gross sales price for all assets on line 6a 378,670
7	Capital gain net income (from Part IV, line 2)...			13,214
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	100,656		91,970
13	Compensation of officers, directors, trustees, etc.	8,750		4,375	4,375
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	3,600	1,800	1,800
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	24,884	24,884	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	2,246	996	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	39,480		32,055	6,175
25	Contributions, gifts, grants paid.......	202,000			202,000
26	Total expenses and disbursements. Add lines 24 and 25	241,480		32,055	208,175
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-140,824
b	Net investment income (if negative, enter -0-)			59,915
c	Adjusted net income (if negative, enter -0-)...

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.............
	2	Savings and temporary cash investments.........	62,957	82,233	82,233
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......
	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)..........	2,093,651	List of Attached Documents: // Content 1,931,878	3,126,647
	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)	2,156,608	2,014,111	3,208,880
	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	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........	2,843,016	2,841,344
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	-686,408	-827,233
	29	Total net assets or fund balances (see instructions).....	2,156,608	2,014,111
	30	Total liabilities and net assets/fund balances (see instructions).	2,156,608	2,014,111

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

	(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7				155,273
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......			141,947
b Total for prior years:2022, 20, 20		49,416
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......
c From 2021......
d From 2022......
e From 2023......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 208,175
a Applied to 2023, but not more than line 2a			141,947
b Applied to undistributed income of prior years (Election required—see instructions).....		List of Attached Documents: // Content 49,416
c Treated as distributions out of corpus (Election required—see instructions)........	0
d Applied to 2024 distributable amount.....				16,812
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 ..........				138,461
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....
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....
e Excess from 2024....

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

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			20,735
b			62
c			1,330
d			4,906
e			1,399
			-15,218


(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

bApproved for future payment

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

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	85,442
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	13,214
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		98,656	0

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.

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

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.)

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

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