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 03-01-2024 , and ending 02-28-2025
Name of foundation
PARKS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532 AFT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

43-1948979
B Telephone number (see instructions)

(888) 866-3275
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$2,589,996J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 18,038 17,715  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 632,310
b Gross sales price for all assets on line 6a 1,187,001
7 Capital gain net income (from Part IV, line 2)... 632,310
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........ 650,348 650,025  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
16,371 9,822   6,549
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,915 301   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
62 62    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,348 10,185 0 6,549
25 Contributions, gifts, grants paid....... 99,014 99,014
26 Total expenses and disbursements. Add lines 24 and 25 119,362 10,185 0 105,563
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 530,986
b Net investment income (if negative, enter -0-) 639,840
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 53 53
2 Savings and temporary cash investments......... 27,393 44,819 44,819
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)....... 709,064 Click to see attachment
List of Attached Documents:
// Content
1,225,334 		2,545,124
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 736,459 1,270,206 2,589,996
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........ 736,459 1,270,206
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)..... 736,459 1,270,206
30 Total liabilities and net assets/fund balances (see instructions). 736,459 1,270,206
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
736,459
2
Enter amount from Part I, line 27a .....................
2
530,986
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,090
4
Add lines 1, 2, and 3 ..........................
4
1,270,535
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
329
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,270,206
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 30. ADVANCED MICRO DEVICES   2023-06-13 2024-08-05
b 15. ADVANCED MICRO DEVICES   2023-06-13 2025-02-04
c 9. AIR PRODUCTS & CHEMICALS INC   2024-08-05 2025-02-04
d 30. ALPHABET INC SHS CL C   2012-08-28 2024-09-16
e 16. ALPHABET INC SHS CL C   2012-08-28 2024-09-18
1. ALPHABET INC SHS CL C   2024-02-12 2024-09-27
28. ALPHABET INC SHS CL C   2012-12-18 2024-10-14
29. ALPHABET INC SHS CL C   2012-08-28 2024-10-14
4. ALPHABET INC SHS CL C   2012-12-18 2025-02-04
11. ALPHABET INC SHS CL C   2025-01-06 2025-02-14
20. ALPHABET INC SHS CL C   2018-06-11 2025-02-14
8. ALPHABET INC SHS CL C   2012-12-18 2025-02-14
1. ALPHABET INC SHS CL A   2024-02-12 2024-09-27
22. ALPHABET INC SHS CL A   2012-06-27 2025-02-04
18. AMAZON COM INC   2020-03-17 2025-02-04
16. AMAZON COM INC   2020-03-24 2025-02-04
28. AMERICAN EXPRESS CO   2023-12-22 2024-05-30
16. AMERICAN EXPRESS CO   2024-01-03 2024-05-31
3. ELEVANCE HEALTH INC   2020-01-22 2024-08-05
1. ELEVANCE HEALTH INC   2020-01-22 2025-02-04
697. APPLE INC   2000-11-24 2025-01-02
700. APPLE INC   2000-11-24 2025-01-06
697. APPLE INC   2000-11-24 2025-01-06
16. APPLIED MATERIALS INCORPORATED   2020-08-26 2024-03-13
7. APPLIED MATERIALS INCORPORATED   2020-10-02 2024-03-13
4. APPLIED MATERIALS INCORPORATED   2020-10-02 2024-08-05
7. APPLIED MATERIALS INCORPORATED   2021-02-22 2024-10-28
44. APPLIED MATERIALS INCORPORATED   2020-10-02 2024-10-28
16. APPLIED MATERIALS INCORPORATED   2022-11-10 2024-10-28
9. ASTERA LABS INC REG SHS   2024-12-19 2025-02-04
9. ASTERA LABS INC REG SHS   2025-01-06 2025-02-14
58. ASTERA LABS INC REG SHS   2025-01-06 2025-02-14
32. ASTERA LABS INC REG SHS   2024-12-19 2025-02-14
84. AVANTOR INC   2021-11-03 2024-12-19
98. AVANTOR INC   2022-11-28 2024-12-19
64. AVANTOR INC   2022-05-20 2024-12-19
80. AVANTOR INC   2022-07-27 2024-12-19
53. AVANTOR INC   2021-09-17 2024-12-19
45. AVANTOR INC   2021-09-30 2024-12-19
42. AVANTOR INC   2021-09-29 2024-12-19
41. BP AMOCO P L C SPONSORED ADR   2022-08-04 2024-08-05
73. BP AMOCO P L C SPONSORED ADR   2022-09-09 2024-12-19
74. BP AMOCO P L C SPONSORED ADR   2022-08-08 2024-12-19
27. BP AMOCO P L C SPONSORED ADR   2022-08-04 2024-12-19
58. BP AMOCO P L C SPONSORED ADR   2023-04-21 2024-12-19
55. BP AMOCO P L C SPONSORED ADR   2023-04-25 2024-12-19
58. BP AMOCO P L C SPONSORED ADR   2024-07-30 2024-12-19
2. BERKSHIRE HATHAWAYINC DEL CL B NEW   2020-06-05 2024-12-19
10. BERKSHIRE HATHAWAYINC DEL CL B NEW   2020-05-26 2024-12-19
11. BERKSHIRE HATHAWAYINC DEL CL B NEW   2020-06-05 2025-01-06
4. BERKSHIRE HATHAWAYINC DEL CL B NEW   2020-06-05 2025-02-04
1. BOEING CO   2024-02-12 2024-09-27
13. BROADCOM INC   2024-11-04 2025-02-04
19. CARDINAL HEALTH INCORPORATED   2024-05-15 2025-02-04
13. CIENA CORP   2021-05-18 2025-02-04
3. CIENA CORP   2021-05-19 2025-02-04
28. CIENA CORP   2022-09-15 2025-02-04
34. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2022-10-05 2024-12-19
25. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2022-10-14 2025-01-06
13. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2022-10-14 2025-02-04
38. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2022-11-10 2025-02-19
9. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2022-10-14 2025-02-19
25. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2023-03-29 2025-02-19
37. COMCAST CORP NEW CL A   2021-10-14 2024-12-19
44. COMCAST CORP NEW CL A   2021-05-21 2024-12-19
169. COMCAST CORP NEW CL A   2012-10-05 2024-12-19
14. COMCAST CORP NEW CL A   2021-10-14 2025-01-06
44. COMCAST CORP NEW CL A   2022-04-13 2025-01-06
35. COMCAST CORP NEW CL A   2022-05-31 2025-01-06
11. COMCAST CORP NEW CL A   2022-05-31 2025-02-04
4. COMCAST CORP NEW CL A   2022-08-26 2025-02-04
54. COMCAST CORP NEW CL A   2022-08-26 2025-02-14
74. COMCAST CORP NEW CL A   2022-09-09 2025-02-14
51. COMCAST CORP NEW CL A   2024-03-13 2025-02-14
25. CONOCOPHILLIPS   2021-04-16 2024-08-05
3. CONOCOPHILLIPS   2021-04-16 2025-02-04
8. CONOCOPHILLIPS   2021-04-19 2025-02-04
41. CORTEVA INC REG SHS   2019-10-17 2024-12-19
14. CORTEVA INC REG SHS   2019-07-26 2024-12-19
31. CORTEVA INC REG SHS   2019-07-05 2024-12-19
50. CORTEVA INC REG SHS   2019-10-17 2025-01-06
13. CORTEVA INC REG SHS   2019-10-17 2025-02-04
64. CORTEVA INC REG SHS   2021-09-27 2025-02-14
86. CORTEVA INC REG SHS   2019-10-17 2025-02-14
54. CROWN CASTLE INC SHS   2024-05-15 2024-12-19
27. CROWN CASTLE INC SHS   2024-05-15 2025-01-06
6. CROWN CASTLE INC SHS   2024-05-15 2025-02-04
71. CROWN CASTLE INC SHS   2024-05-15 2025-02-14
41. DIAGEO SPONSORED ADR (UK-USD) SEDOL #2133896   2024-03-04 2024-12-19
32. DIAGEO SPONSORED ADR (UK-USD) SEDOL #2133896   2024-02-21 2024-12-19
2. DISNEY (WALT) CO COM STK   2024-02-12 2024-09-27
41. DISCOVER FINL SVCS   2024-08-05 2025-01-06
6. DISCOVER FINL SVCS   2024-08-05 2025-02-04
15. DOLLAR GENERAL CORP   2021-03-30 2024-04-16
12. DOLLAR GENERAL CORP   2023-06-13 2024-05-30
18. DOLLAR GENERAL CORP   2023-08-25 2024-05-30
12. DOLLAR GENERAL CORP   2021-09-17 2024-05-30
14. DOLLAR GENERAL CORP   2021-03-30 2024-05-30
12. DOLLAR GENERAL CORP   2021-04-19 2024-05-30
2. DOLLAR TREE INC   2019-04-08 2024-11-04
20. DOLLAR TREE INC   2019-08-13 2024-11-04
20. DOLLAR TREE INC   2024-04-16 2024-12-19
68. DOLLAR TREE INC   2024-08-05 2024-12-19
42. DOLLAR TREE INC   2024-09-18 2024-12-19
20. DOLLAR TREE INC   2022-08-26 2024-12-19
19. DOLLAR TREE INC   2020-11-30 2024-12-19
18. DOLLAR TREE INC   2019-08-13 2024-12-19
74. DUN AND BRADSTREET HLDGS INC   2022-12-14 2025-02-04
39. DUN AND BRADSTREET HLDGS INC   2023-04-18 2025-02-19
74. DUN AND BRADSTREET HLDGS INC   2025-01-06 2025-02-19
203. DUN AND BRADSTREET HLDGS INC   2022-12-14 2025-02-19
33. ELECTRONIC ARTS INC   2024-02-21 2024-12-19
2. ELECTRONIC ARTS INC   2024-03-04 2024-12-19
17. ELECTRONIC ARTS INC   2024-03-04 2025-01-06
17. ELECTRONIC ARTS INC   2024-09-16 2025-01-29
33. ELECTRONIC ARTS INC   2024-05-15 2025-01-29
25. ELECTRONIC ARTS INC   2024-03-04 2025-01-29
2. META PLATFORMS INC CLASS A COMMON STOCK   2020-02-12 2024-08-05
8. META PLATFORMS INC CLASS A COMMON STOCK   2020-02-12 2025-02-04
1. FID NATIONAL FINL INC FNF GROU   2023-03-16 2025-02-19
62. FID NATIONAL FINL INC FNF GROU   2023-01-13 2025-02-19
12. FORTIVE CORP SHS   2019-10-01 2024-08-05
9. FORTIVE CORP SHS   2019-10-01 2024-11-04
1. FORTIVE CORP SHS   2021-11-03 2024-11-04
55. FORTIVE CORP SHS   2020-02-06 2024-11-04
35. FORTIVE CORP SHS   2021-08-06 2024-11-04
6. FORTIVE CORP SHS   2022-08-26 2024-12-19
39. FORTIVE CORP SHS   2021-11-03 2024-12-19
34. FORTIVE CORP SHS   2022-06-13 2024-12-19
46. FORTIVE CORP SHS   2024-01-03 2025-01-06
31. FORTIVE CORP SHS   2022-08-26 2025-01-06
6. FORTREA HOLDINGS INC REG SHS WHEN   2019-01-22 2024-06-26
28. FORTREA HOLDINGS INC REG SHS WHEN   2018-10-31 2024-06-26
19. FORTREA HOLDINGS INC REG SHS WHEN   2014-12-23 2024-06-26
42. FORTREA HOLDINGS INC REG SHS WHEN   2024-01-12 2024-06-27
8. FORTREA HOLDINGS INC REG SHS WHEN   2022-12-14 2024-06-27
6. FORTREA HOLDINGS INC REG SHS WHEN   2019-01-22 2024-06-27
24. FORTREA HOLDINGS INC REG SHS WHEN   2024-03-28 2024-06-27
13. FORTREA HOLDINGS INC REG SHS WHEN   2024-03-28 2024-06-28
70. FORTREA HOLDINGS INC REG SHS WHEN   2024-05-14 2024-06-28
.5 GRAIL INC   2024-02-12 2024-06-27
1. GRAIL INC   2024-02-12 2024-09-09
8. HESS CORP   2024-12-19 2025-02-04
10. HONEYWELL INTERNATIONAL INC   2024-10-14 2025-02-04
52. HONEYWELL INTERNATIONAL INC   2024-10-14 2025-02-19
10. HONEYWELL INTERNATIONAL INC   2024-11-04 2025-02-19
10. HOWMET AEROSPACE INC ISSUED   2024-12-19 2025-02-04
5. HUMANA INC   2022-02-01 2025-02-04
2. HUMANA INC   2022-05-12 2025-02-04
7. INTERCONTINENTAL EXCHANGE INC   2020-12-09 2024-08-05
16. INTERCONTINENTAL EXCHANGE INC   2020-12-09 2025-02-04
2. INTERCONTINENTAL EXCHANGE INC   2021-01-29 2025-02-04
2. INTUIT INC   2024-12-19 2025-02-04
2. INTUIT INC   2025-01-06 2025-02-19
1. INTUIT INC   2025-01-06 2025-02-19
6. INTUIT INC   2024-12-19 2025-02-19
27. J P MORGAN CHASE & CO COM   2012-06-27 2025-01-06
5. J P MORGAN CHASE & CO COM   2012-06-27 2025-02-04
11. KKR & CO INC CL A   2024-12-19 2025-02-04
23. KKR & CO INC CL A   2024-12-19 2025-02-19
46. KKR & CO INC CL A   2025-01-06 2025-02-19
10. LPL FINANCIAL HOLDINGS SHS   2023-07-14 2024-07-23
37. LPL FINANCIAL HOLDINGS SHS   2023-06-30 2024-07-23
8. LUMH MOET HENNESSY LOUIS VUITTON   2024-12-19 2025-02-04
19. LABORATORY CORP AMER HLDGS COM NEW   2018-10-31 2024-03-01
4. LABORATORY CORP AMER HLDGS COM NEW   2022-12-14 2024-03-04
3. LABORATORY CORP AMER HLDGS COM NEW   2018-10-31 2024-03-04
12. LABORATORY CORP AMER HLDGS COM NEW   2019-01-22 2024-03-04
4. LABORATORY CORP AMER HLDGS COM NEW   2022-12-14 2024-03-05
35. LAS VEGAS SANDS CORP   2021-02-19 2024-09-06
46. LAS VEGAS SANDS CORP   2021-04-21 2024-09-06
23. LAS VEGAS SANDS CORP   2023-02-08 2024-09-06
64. LAS VEGAS SANDS CORP   2021-07-27 2024-09-06
1. ELI LILLY CO   2024-12-19 2025-02-04
51. MARVELL TECH INC   2023-05-11 2024-11-04
27. MARVELL TECH INC   2023-05-11 2025-02-04
3. MICROSOFT CORPORATION   2015-11-18 2024-08-05
1. MICROSOFT CORPORATION   2024-02-12 2024-09-27
15. MICROSOFT CORPORATION   2015-11-18 2025-02-04
6. MICROSOFT CORPORATION   2016-01-07 2025-02-04
12. MICRON TECHNOLOGY INC   2023-11-06 2024-08-05
18. MICRON TECHNOLOGY INC   2023-11-06 2024-08-19
30. MICRON TECHNOLOGY INC   2023-11-06 2024-12-19
8. MICRON TECHNOLOGY INC   2023-11-30 2025-01-06
31. MICRON TECHNOLOGY INC   2023-11-06 2025-01-06
7. MICRON TECHNOLOGY INC   2023-11-30 2025-02-04
46. MONSTER BEVERAGE SHS   2022-06-21 2024-05-30
11. MONSTER BEVERAGE SHS   2022-08-26 2024-05-30
50. MONSTER BEVERAGE SHS   2022-06-13 2024-05-30
24. MONSTER BEVERAGE SHS   2022-05-04 2024-05-30
39. MONSTER BEVERAGE SHS   2022-08-26 2024-05-31
7. NOVO-NORDISK A S ADR   2019-01-22 2024-08-05
14. NOVO-NORDISK A S ADR   2019-01-22 2024-10-14
31. NOVO-NORDISK A S ADR   2019-01-22 2025-01-06
10. NOVO-NORDISK A S ADR   2019-01-22 2025-02-04
46. NOVO-NORDISK A S ADR   2022-11-10 2025-02-14
72. NOVO-NORDISK A S ADR   2019-01-22 2025-02-14
1. NVIDIA CORP 00   2024-02-12 2024-03-04
2. NVIDIA CORP 00   2024-02-12 2024-09-27
30. NVIDIA CORP 00   2024-02-14 2025-02-04
15. OTIS WORLDWIDE CORP REG SH   2021-11-03 2025-01-06
15. OTIS WORLDWIDE CORP REG SH   2020-04-28 2025-01-06
6. OTIS WORLDWIDE CORP REG SH   2021-11-03 2025-02-04
32. OTIS WORLDWIDE CORP REG SH   2022-05-31 2025-02-14
24. OTIS WORLDWIDE CORP REG SH   2022-09-09 2025-02-14
13. OTIS WORLDWIDE CORP REG SH   2021-11-03 2025-02-14
7. PROGRESSIVE CORP OHIO COM   2021-12-07 2024-04-16
18. PROGRESSIVE CORP OHIO COM   2021-11-30 2024-04-16
8. PROGRESSIVE CORP OHIO COM   2021-12-07 2024-04-24
19. PROGRESSIVE CORP OHIO COM   2022-05-31 2024-04-25
13. PROGRESSIVE CORP OHIO COM   2021-12-07 2024-04-25
42. RTX CORP CORP   2024-01-22 2025-01-06
5. RTX CORP CORP   2024-01-22 2025-02-04
10. REDDIT INC REG SHS-A- CL A   2024-12-19 2025-02-04
1. REINSURNCE GROUP AMERICA   2022-04-13 2025-02-04
5. REINSURNCE GROUP AMERICA   2022-05-12 2025-02-04
6. REINSURNCE GROUP AMERICA   2022-05-31 2025-02-19
26. REINSURNCE GROUP AMERICA   2022-05-12 2025-02-19
6. ROSS STORES INC   2021-08-13 2024-08-05
20. ROSS STORES INC   2021-09-17 2024-08-19
12. ROSS STORES INC   2021-08-13 2024-08-19
2. ROSS STORES INC   2021-09-17 2024-09-06
27. ROSS STORES INC   2021-11-22 2024-09-06
27. ROSS STORES INC   2022-06-21 2024-09-06
25. ROSS STORES INC   2021-10-14 2024-09-06
7. ROSS STORES INC   2025-01-06 2025-02-04
84. ROSS STORES INC   2025-01-06 2025-02-28
19. SHELL PLC   2023-07-14 2025-02-04
29. SHELL PLC   2023-07-24 2025-02-19
76. SHELL PLC   2023-07-14 2025-02-19
5. S&P GLOBAL INC   2024-12-19 2025-02-04
26. SS AND C TECHNOLOGIES HOLDINGS INC   2024-11-18 2025-02-04
17. SANOFI ADR   2020-04-28 2025-01-06
8. SANOFI ADR   2020-03-17 2025-01-06
27. SANOFI ADR   2020-04-28 2025-02-04
27. SANOFI ADR   2021-02-22 2025-02-19
41. SANOFI ADR   2020-04-28 2025-02-19
4. SANOFI ADR   2021-05-17 2025-02-19
9. SKECHERS U S A INC CL A ENTRY DATE 02/19/2025   2023-04-27 2025-01-06
25. SKECHERS U S A INC CL A ENTRY DATE 02/19/2025   2023-04-26 2025-01-06
11. SKECHERS U S A INC CL A ENTRY DATE 02/19/2025   2023-04-27 2025-02-04
11. SONY CORP/AMER SHARES NEW/   2023-03-29 2024-08-05
44. SONY CORP/AMER SHARES NEW/   2023-03-30 2025-01-06
215. SONY CORP/AMER SHARES NEW/   2023-03-29 2025-01-06
79. SONY CORP/AMER SHARES NEW/   2023-03-30 2025-02-04
103. SONY CORP/AMER SHARES NEW/   2023-08-25 2025-02-19
115. SONY CORP/AMER SHARES NEW/   2023-04-18 2025-02-19
102. SONY CORP/AMER SHARES NEW/   2023-03-30 2025-02-19
11. TKO GROUP HOLDINGS INC   2021-08-06 2025-02-04
12. TENET HEALTHCARE CORP COM NEW   2023-02-08 2024-08-05
4. TENET HEALTHCARE CORP COM NEW   2023-02-08 2024-08-19
11. TENET HEALTHCARE CORP COM NEW   2023-02-08 2024-09-18
12. TENET HEALTHCARE CORP COM NEW   2023-02-08 2025-02-04
3. TESLA INC   2024-02-12 2024-12-26
1. TESLA INC   2024-02-12 2024-12-27
2. TESLA INC   2024-02-12 2025-01-03
5. THERMO FISHER SCIENTIFIC INC   2023-12-14 2025-01-06
2. THERMO FISHER SCIENTIFIC INC   2023-12-14 2025-02-04
17. THERMO FISHER SCIENTIFIC INC   2024-03-04 2025-02-14
1. THERMO FISHER SCIENTIFIC INC   2023-12-14 2025-02-14
32. UBER TECHNOLOGIES INC   2024-09-16 2025-01-06
9. UBER TECHNOLOGIES INC   2024-09-16 2025-02-04
13. UNILEVER PLC W/I (UK/USD) US9047677045   2019-11-11 2024-04-24
23. UNILEVER PLC W/I (UK/USD) US9047677045   2019-10-17 2024-04-24
25. UNILEVER PLC W/I (UK/USD) US9047677045   2021-02-22 2024-04-25
40. UNILEVER PLC W/I (UK/USD) US9047677045   2020-04-28 2024-04-25
42. UNILEVER PLC W/I (UK/USD) US9047677045   2019-11-11 2024-04-25
37. UNILEVER PLC W/I (UK/USD) US9047677045   2020-03-17 2024-04-25
6. UNITEDHEALTH GROUP INC   2014-10-27 2024-04-16
4. UNITEDHEALTH GROUP INC   2019-04-30 2024-09-18
4. UNITEDHEALTH GROUP INC   2014-10-27 2024-09-18
2. UNITEDHEALTH GROUP INC   2019-04-30 2025-02-04
1. UNITEDHEALTH GROUP INC   2019-06-21 2025-02-19
2. UNITEDHEALTH GROUP INC   2019-05-21 2025-02-19
7. UNITEDHEALTH GROUP INC   2019-04-30 2025-02-19
2. VEEVA SYS INC CL A   2021-01-05 2024-07-18
8. VEEVA SYS INC CL A   2021-04-27 2024-07-18
2. VEEVA SYS INC CL A   2021-02-22 2024-07-18
9. VEEVA SYS INC CL A   2021-11-03 2024-07-18
3. VEEVA SYS INC CL A   2022-12-23 2024-07-18
6. VEEVA SYS INC CL A   2022-12-23 2024-07-22
15. VEEVA SYS INC CL A   2023-05-11 2024-07-22
154. VERIZON COMMUNICATIONS   2023-10-19 2024-03-22
40. VERIZON COMMUNICATIONS   2023-10-19 2024-03-25
62. VERIZON COMMUNICATIONS   2023-11-06 2024-03-25
9. VISA INC CL A SHRS   2024-12-19 2025-02-04
45. VOYA FINL INC SHS   2022-09-27 2024-07-10
46. VOYA FINL INC SHS   2023-02-08 2024-07-11
12. VOYA FINL INC SHS   2022-09-27 2024-07-11
18. VOYA FINL INC SHS   2023-02-08 2024-07-12
8. WABTEC   2024-02-14 2025-02-04
24. WELLS FARGO COMPANY   2025-01-06 2025-02-04
9. WESTERN DIGITAL CORP COM   2025-01-06 2025-02-04
9. ZEBRA TECHNOLOGIES CORP CL A   2023-08-25 2024-08-19
3. ZEBRA TECHNOLOGIES CORP CL A   2023-08-25 2025-02-04
12. ZEBRA TECHNOLOGIES CORP CL A   2023-09-06 2025-02-04
6. ZEBRA TECHNOLOGIES CORP CL A   2023-09-28 2025-02-04
15. ZEBRA TECHNOLOGIES CORP CL A   2023-11-30 2025-02-19
3. ZEBRA TECHNOLOGIES CORP CL A   2023-09-28 2025-02-19
95. AXALTA COATING SYSTEMS LTD SHS   2020-07-02 2024-05-10
8. AXALTA COATING SYSTEMS LTD SHS   2020-06-11 2024-05-10
5. AXALTA COATING SYSTEMS LTD SHS   2020-07-02 2024-05-13
85. AXALTA COATING SYSTEMS LTD SHS   2020-08-26 2024-05-13
55. AXALTA COATING SYSTEMS LTD SHS   2020-11-30 2024-05-13
13. AXALTA COATING SYSTEMS LTD SHS   2020-11-30 2024-05-14
83. AXALTA COATING SYSTEMS LTD SHS   2023-05-11 2024-05-14
31. ICON PLC   2024-08-05 2024-11-14
6. ICON PLC   2024-08-05 2024-11-15
10. ICON PLC   2024-09-18 2024-11-15
14. JOHNSON CONTROLS INTER   2024-12-19 2025-02-04
28. MEDTRONIC PLC SHS   2023-07-14 2024-06-14
29. MEDTRONIC PLC SHS   2023-08-25 2024-06-14
110. MEDTRONIC PLC SHS   2023-06-30 2024-06-14
42. APTIV PLC SHS   2022-07-26 2024-11-26
26. APTIV PLC SHS   2022-10-14 2024-11-26
43. APTIV PLC SHS   2023-06-13 2024-11-26
17. APTIV PLC SHS   2022-07-12 2024-11-26
(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 4,032   3,831 201
b 1,775   1,916 -141
c 3,066   2,508 558
d 4,765   507 4,258
e 2,563   270 2,293
166   150 16
4,652   504 4,148
4,819   490 4,329
828   72 756
2,055   2,184 -129
3,737   1,132 2,605
1,495   144 1,351
165   148 17
4,520   314 4,206
4,342   1,663 2,679
3,860   1,530 2,330
6,630   5,192 1,438
3,783   2,991 792
1,569   911 658
405   304 101
172,391   243 172,148
171,163   244 170,919
170,429   243 170,186
3,221   1,020 2,201
1,409   415 994
725   237 488
1,303   817 486
8,188   2,606 5,582
2,977   1,662 1,315
908   1,092 -184
776   1,467 -691
5,001   8,271 -3,270
2,759   3,882 -1,123
1,761   3,293 -1,532
2,055   2,085 -30
1,342   1,986 -644
1,678   2,519 -841
1,111   2,270 -1,159
944   1,852 -908
881   1,722 -841
1,353   1,214 139
2,080   2,306 -226
2,108   2,234 -126
769   799 -30
1,653   2,296 -643
1,567   2,172 -605
1,653   2,017 -364
904   402 502
4,522   1,804 2,718
4,984   2,210 2,774
1,862   804 1,058
157   209 -52
2,865   2,209 656
2,412   1,858 554
1,125   682 443
260   155 105
2,422   1,187 1,235
2,691   2,065 626
1,914   1,467 447
1,087   763 324
3,345   2,165 1,180
792   528 264
2,201   1,489 712
1,385   2,001 -616
1,647   2,426 -779
6,327   3,124 3,203
528   757 -229
1,659   2,102 -443
1,319   1,556 -237
365   489 -124
133   148 -15
1,907   2,002 -95
2,613   2,612 1
1,801   2,220 -419
2,613   1,285 1,328
300   154 146
801   407 394
2,317   1,100 1,217
791   396 395
1,752   892 860
2,868   1,341 1,527
852   349 503
4,112   2,769 1,343
5,526   2,307 3,219
4,978   5,469 -491
2,408   2,735 -327
531   608 -77
6,274   7,191 -917
5,203   6,160 -957
4,061   4,825 -764
192   219 -27
7,382   5,066 2,316
1,199   741 458
2,152   3,037 -885
1,525   1,919 -394
2,287   2,790 -503
1,525   2,673 -1,148
1,779   2,835 -1,056
1,525   2,592 -1,067
136   206 -70
1,362   1,890 -528
1,386   2,476 -1,090
4,712   6,564 -1,852
2,910   3,152 -242
1,386   2,810 -1,424
1,316   2,069 -753
1,247   1,701 -454
910   989 -79
410   444 -34
778   989 -211
2,136   2,714 -578
4,930   4,639 291
299   279 20
2,473   2,368 105
1,992   2,473 -481
3,866   4,214 -348
2,929   3,483 -554
951   421 530
5,638   1,686 3,952
58   33 25
3,609   2,556 1,053
813   696 117
641   522 119
71   77 -6
3,915   3,631 284
2,491   2,607 -116
440   389 51
2,861   2,997 -136
2,494   1,948 546
3,522   3,281 241
2,373   2,008 365
136   117 19
633   651 -18
429   293 136
951   1,290 -339
181   264 -83
136   117 19
543   966 -423
305   523 -218
1,641   2,012 -371
8   12 -4
13   23 -10
1,141   1,026 115
2,244   2,169 75
10,923   11,280 -357
2,101   2,074 27
1,254   1,095 159
1,472   1,955 -483
589   855 -266
1,043   764 279
2,559   1,746 813
320   222 98
1,195   1,289 -94
1,155   1,347 -192
578   627 -49
3,466   3,866 -400
6,552   987 5,565
1,337   183 1,154
1,661   1,584 77
3,188   3,312 -124
6,377   7,038 -661
2,216   2,213 3
8,201   8,047 154
1,154   1,042 112
4,126   2,630 1,496
875   786 89
657   415 242
2,626   1,397 1,229
873   786 87
1,394   2,108 -714
1,833   2,739 -906
916   1,318 -402
2,550   2,788 -238
818   755 63
4,328   2,025 2,303
2,966   1,072 1,894
1,185   160 1,025
431   418 13
6,173   800 5,373
2,469   315 2,154
1,079   873 206
1,939   1,309 630
2,590   2,182 408
804   606 198
3,114   2,255 859
637   530 107
2,355   2,105 250
563   492 71
2,559   2,116 443
1,229   1,006 223
1,991   1,744 247
881   168 713
1,676   336 1,340
2,642   745 1,897
830   240 590
3,589   2,648 941
5,618   1,730 3,888
862   727 135
243   145 98
3,573   2,219 1,354
1,387   1,205 182
1,387   746 641
567   482 85
3,103   2,386 717
2,328   1,759 569
1,261   1,044 217
1,460   678 782
3,755   1,681 2,074
1,695   775 920
3,994   2,278 1,716
2,732   1,259 1,473
4,824   3,606 1,218
642   429 213
2,147   1,602 545
228   111 117
1,141   568 573
1,193   759 434
5,168   2,955 2,213
818   751 67
2,951   2,288 663
1,771   1,502 269
302   229 73
4,074   3,030 1,044
4,074   2,021 2,053
3,772   2,718 1,054
1,024   1,089 -65
11,626   13,068 -1,442
1,261   1,160 101
1,958   1,837 121
5,130   4,641 489
2,576   2,440 136
2,111   1,913 198
840   851 -11
395   348 47
1,443   1,351 92
1,446   1,263 183
2,195   2,052 143
214   214  
637   446 191
1,769   1,248 521
813   546 267
906   966 -60
924   785 139
4,517   3,778 739
1,775   1,409 366
2,546   1,669 877
2,842   2,098 744
2,521   1,819 702
1,728   558 1,170
1,740   647 1,093
621   216 405
1,746   593 1,153
1,731   647 1,084
1,368   578 790
432   193 239
768   385 383
2,699   2,608 91
1,168   1,043 125
9,062   9,868 -806
533   522 11
2,124   2,292 -168
630   644 -14
626   776 -150
1,107   1,392 -285
1,272   1,353 -81
2,035   1,965 70
2,136   2,508 -372
1,882   1,767 115
2,837   551 2,286
2,324   932 1,392
2,324   367 1,957
1,092   466 626
502   249 253
1,004   498 506
3,513   1,630 1,883
363   553 -190
1,450   2,274 -824
363   589 -226
1,631   2,861 -1,230
544   486 58
1,109   972 137
2,774   2,587 187
6,215   4,890 1,325
1,630   1,270 360
2,526   2,212 314
3,108   2,830 278
3,184   2,658 526
3,320   3,471 -151
866   709 157
1,301   1,358 -57
1,655   1,064 591
1,909   1,745 164
578   593 -15
3,108   2,409 699
1,157   803 354
4,629   3,271 1,358
2,315   1,420 895
4,833   3,551 1,282
967   710 257
3,427   2,133 1,294
289   173 116
180   112 68
3,068   2,031 1,037
1,985   1,572 413
473   372 101
3,022   2,502 520
6,208   9,632 -3,424
1,140   1,864 -724
1,900   3,002 -1,102
1,086   1,105 -19
2,264   2,452 -188
2,345   2,357 -12
8,894   9,723 -829
2,326   4,044 -1,718
1,440   2,118 -678
2,381   4,367 -1,986
941   1,531 -590
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       201
b       -141
c       558
d       4,258
e       2,293
      16
      4,148
      4,329
      756
      -129
      2,605
      1,351
      17
      4,206
      2,679
      2,330
      1,438
      792
      658
      101
      172,148
      170,919
      170,186
      2,201
      994
      488
      486
      5,582
      1,315
      -184
      -691
      -3,270
      -1,123
      -1,532
      -30
      -644
      -841
      -1,159
      -908
      -841
      139
      -226
      -126
      -30
      -643
      -605
      -364
      502
      2,718
      2,774
      1,058
      -52
      656
      554
      443
      105
      1,235
      626
      447
      324
      1,180
      264
      712
      -616
      -779
      3,203
      -229
      -443
      -237
      -124
      -15
      -95
      1
      -419
      1,328
      146
      394
      1,217
      395
      860
      1,527
      503
      1,343
      3,219
      -491
      -327
      -77
      -917
      -957
      -764
      -27
      2,316
      458
      -885
      -394
      -503
      -1,148
      -1,056
      -1,067
      -70
      -528
      -1,090
      -1,852
      -242
      -1,424
      -753
      -454
      -79
      -34
      -211
      -578
      291
      20
      105
      -481
      -348
      -554
      530
      3,952
      25
      1,053
      117
      119
      -6
      284
      -116
      51
      -136
      546
      241
      365
      19
      -18
      136
      -339
      -83
      19
      -423
      -218
      -371
      -4
      -10
      115
      75
      -357
      27
      159
      -483
      -266
      279
      813
      98
      -94
      -192
      -49
      -400
      5,565
      1,154
      77
      -124
      -661
      3
      154
      112
      1,496
      89
      242
      1,229
      87
      -714
      -906
      -402
      -238
      63
      2,303
      1,894
      1,025
      13
      5,373
      2,154
      206
      630
      408
      198
      859
      107
      250
      71
      443
      223
      247
      713
      1,340
      1,897
      590
      941
      3,888
      135
      98
      1,354
      182
      641
      85
      717
      569
      217
      782
      2,074
      920
      1,716
      1,473
      1,218
      213
      545
      117
      573
      434
      2,213
      67
      663
      269
      73
      1,044
      2,053
      1,054
      -65
      -1,442
      101
      121
      489
      136
      198
      -11
      47
      92
      183
      143
       
      191
      521
      267
      -60
      139
      739
      366
      877
      744
      702
      1,170
      1,093
      405
      1,153
      1,084
      790
      239
      383
      91
      125
      -806
      11
      -168
      -14
      -150
      -285
      -81
      70
      -372
      115
      2,286
      1,392
      1,957
      626
      253
      506
      1,883
      -190
      -824
      -226
      -1,230
      58
      137
      187
      1,325
      360
      314
      278
      526
      -151
      157
      -57
      591
      164
      -15
      699
      354
      1,358
      895
      1,282
      257
      1,294
      116
      68
      1,037
      413
      101
      520
      -3,424
      -724
      -1,102
      -19
      -188
      -12
      -829
      -1,718
      -678
      -1,986
      -590
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 2 632,310
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 8,894
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 8,894
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 8,894
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,464
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 2,464
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 6,430
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 arrowHI
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 arrowBANK OF AMERICA NA Telephone no.right arrow (888) 866-3275

Located atright arrowPO BOX 1532 AFTPENNINGTONNJ ZIP+4right arrow08534
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
JOHN E PARKS PRESIDENT
1 		0    
2047 WILHELMINA RISE
HONOLULU,HI968163315
MARGARET E PARKS VICE-PRESIDENT
1 		0    
2047 WILHELMINA RISE
HONOLULU,HI968163315
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
2,417,103
b
Average of monthly cash balances.......................
1b
40,316
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,457,419
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
2,457,419
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
36,861
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,420,558
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
121,028
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
121,028
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
8,894
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,894
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
112,134
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
112,134
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
112,134
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
105,563
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
105,563
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 7 112,134
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 99,014
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$ 105,563
a Applied to 2023, but not more than line 2a 99,014
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..... 6,549
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 .......... 		105,585
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).)
JOHN E PARKS
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.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
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

HAWAII COMMUNITY FOUNDATION

827 FORT STREET MALL
HONOLULU,HI96813 		N/A PC UNRESTRICTED GENERAL 99,014
Total .................................right arrow 3a 99,014
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 18,038  
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 ............ 		    18 632,310  
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) ..   650,348  
13Total. Add line 12, columns (b), (d), and (e)..................
13
650,348
(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 InvestmentsCorpStockSchedule
Name:
PARKS FAMILY FOUNDATION
EIN:
43-1948979
Name of Stock End of Year Book Value End of Year Fair Market Value
26078J100 DOWDUPONT INC COM    
437076102 HOME DEPOT INC USD 0    
172967424 CITIGROUP INC    
20030N101 COMCAST CORP    
247361702 DELTA AIR LINES INC    
526057104 LENNAR CORP    
695156109 PACKAGING CORP AMER    
7591EP100 REGIONS FINL CORP NE    
867224107 SUNCOR ENERGY INC NE 6,713 6,469
337932107 FIRSTENERGY CORP    
02079K107 ALPHABET INC SHS 7,702 7,578
12514G108 CDW CORP/DE    
15135B101 CENTENE CORP DEL    
375558103 GILEAD SCIENCES INC    
548661107 LOWES COMPANIES INC    
655844108 NORFOLK SOUTHERN COR    
902973304 US BANCORP DEL    
917047102 URBAN OUTFITTERS INC    
931142103 WAL MART STORES INC    
126650100 CVS CORP    
192446102 COGNIZANT TECH SOLUT 4,948 6,416
46625H100 JPMORGAN CHASE & CO 3,306 16,673
50540R409 LABORATORY CORP AMER    
037833100 APPLE INC    
17275R102 CISCO SYSTEMS INC    
23331A109 DR HORTON INC    
38141G104 GOLDMAN SACHS GROUP    
444859102 HUMANA INC 24,891 21,904
717081103 PFIZER INC    
755111507 RAYTHEON CO    
867914103 SUNTRUST BANKS INC    
844741108 SOUTHWEST AIRLINES C    
91324P102 UNITEDHEALTH GROUP I 4,698 5,700
00817Y108 AETNA INC    
143658300 CARNIVAL CORP    
02079K305 ALPHABET INC SHS 29,718 49,892
02209S103 ALTRIA GROUP INC    
055622104 BP P L C SPONS ADR    
34959J108 FORTIVE CORP    
382550101 GOODYEAR TIRE & RUBB    
416515104 HARTFORD FINL SVCS G    
670100205 NOVO NORDISK A/S ADR 5,916 5,530
68389X105 ORACLE CORP 12,160 13,783
69331C108 PG&E CORP    
744573106 PUBLIC SERVICE ENTER    
Y2573F102 FLEXTRONICS INTL LTD    
071813109 BAXTER INTL INC COM    
09062X103 BIOGEN IDEC INC    
166764100 CHEVRONTEXACO CORP    
269246401 E*TRADE FINANCIAL CO    
369604103 GENERAL ELECTRIC CO    
594918104 MICROSOFT CORP 60,246 104,806
770323103 ROBERT HALF INTERNAT    
02005N100 ALLY FINANCIAL INC    
24703L103 DELL TECHNOLOGIES IN    
037833100 APPLE INC    
24703L202 DELL TECHNOLOGIES IN    
443510607 HUBBELL INC    
66987V109 NOVARTIS AG SPNSRD A 2,855 3,162
565849106 MARATHON OIL CORP    
60871R209 MOLSON COORS BREWING    
874039100 TAIWAN SEMICONDUCTOR    
35671D857 FREEPORT-MCMORAN COP    
67103H107 O'REILLY AUTOMOTIVE    
256677105 DOLLAR GENERAL CORP    
291011104 EMERSON ELECTRIC COM    
48238T109 KAR AUCTION SERVICES    
25470M109 DISH NETWORK CORPATI    
832696405 SMUCKER J M CO    
00130H105 AES CORP/VA    
92826C839 VISA INC CL A SHRS 57,611 65,651
904784709 UNILEVER NV    
35137L105 FOX CORP    
80105N105 SANOFI ADR 12,055 12,855
89832Q109 TRUIST FINL CORP    
023135106 AMAZON COM INC COM 77,844 100,833
500472303 KONINKLIJKE PHILIPS    
12508E101 CDK GLOBAL INC    
754730109 RAYMOND JAMES FINANC    
20825C104 CONOCOPHILLIPS 9,682 12,394
22052L104 DOWDUPONT INC    
835699307 SONY GROUP CORP 10,531 14,698
37045V100 GENERAL MOTORS CO    
30303M102 META PLATFORMS INC C 61,527 98,225
92343V104 VERIZON COMMUNICATIO    
036752103 ELEVANCE HEALTH INC 13,304 13,494
05523R107 BAE SYSTEMS PLC    
256746108 DOLLAR TREE INC    
01609W102 ALIBABA GROUP HOLDIN 1,843 3,048
038222105 APPLIED MATERIALS IN    
14040H105 CAPITAL ONE FINANCIA    
339041105 FLEETCOR TECHNOLOGIS    
74762E102 QUANTA SERVICES INC    
778296103 ROSS STORES INC 13,068 11,787
171779309 CIENA CORP 29,993 39,865
45866F104 INTERCONTINENTAL EXC 31,156 41,748
617446448 MORGAN STANLEY    
517834107 LAS VEGAS SANDS CORP    
G0750C108 AXALTA COATING SYSTE    
904767704 UNILEVER PLC AMER SH    
68902V107 OTIS WORLDWIDE CORP    
922475108 VEEVA SYS INC    
92857W308 VODAFONE GROUP PLC    
12504L109 CBRE GROUP INC    
12541W209 CH ROBINSON WORLDWID    
084670702 BERKSHIRE HATHAWAYIN 6,908 19,526
191216100 COCA-COLA CO/THE    
070830104 BATH & BODY WORKS IN    
609207105 MONDELEZ INTERNATION    
98156Q108 WORLD WRESTLING ENTE    
26884L109 EQT CORP    
743315103 PROGRESSIVE CORP/THE    
032654105 ANALOG DEVICES INC    
149123101 CATERPILLAR INC    
31620M106 FIDELITY NATL INFO S    
31946M103 FIRST CITIZENS BANCS    
81211K100 SEALED AIR CORP    
05352A100 AVANTOR INC    
61174X109 MONSTER BEVERAGE SHS 6,675 6,777
759351604 REINSURNCE GROUP AME 7,554 9,324
G6095L109 APTIV PLC SHS    
26484T106 DUN AND BRADSTREET H 6,289 4,780
929089100 VOYA FINL INC SHS    
88033G407 TENET HEALTHCARE COR 14,992 22,027
808513105 CHARLES SCHWAB CORP/    
31620R303 FID NATIONAL FINL IN 4,841 9,034
007903107 ADVNCD MICRO D INC 21,506 16,377
025816109 AMERICAN EXPRESS CO    
052769106 AUTODESK INC COM 7,967 7,678
097023105 BOEING CO/THE 13,444 12,748
244199105 DEERE & CO 1,238 1,442
25243Q205 DIAGEO PLC SPON ADR    
254687106 WALT DISNEY CO/THE 7,881 8,080
285512109 ELECTRONIC ARTS    
302130109 EXPEDITORS INTL WASH 3,194 3,169
303075105 FACTSET RESEARCH SYS 3,364 3,232
34965K107 FORTREA HOLDINGS INC    
452327109 ILLUMINA INC 2,661 1,775
46120E602 INTUITIVE SURGICAL I 3,796 4,585
50212V100 LPL FINANCIAL HOLDIN    
573874104 MARVELL TECH INC 19,453 28,464
595112103 MICRON TECHNOLOGY IN 5,764 6,929
64110L106 NETFLIX COM INC 14,373 18,631
67066G104 NVIDIA 57,985 67,957
70450Y103 PAYPAL HOLDINGS INC 2,335 2,203
747525103 QUALCOMM INC 4,010 4,086
75513E101 RTX CORP CORP 5,013 7,314
75886F107 REGENERON PHARMACEUT 6,212 5,590
771195104 ROCHE HLDG LTD SPONS 2,137 2,630
780259305 SHELL PLC 6,805 7,151
784117103 SEI INVESTMENTS CO 3,192 3,362
79466L302 SALESFORCE COM INC 8,843 8,340
82509L107 SHOPIFY INC 6,628 7,504
830566105 SKECHERS U S A INC C 6,304 7,624
852234103 SQUARE INC SHS    
855244109 STARBUCKS CORP 4,265 5,327
87256C101 TKO GROUP HOLDINGS I 11,192 19,433
88160R101 TESLA MTRS INC 19,491 18,751
883556102 THERMO FISHER SCIENT 3,241 3,174
92532F100 VERTEX PHARMACEUTICA 7,839 9,116
929740108 WABTEC 15,923 18,721
98138H101 WORKDAY INC CL A 2,753 2,633
988498101 YUM! BRANDS INC 2,542 2,971
98850P109 YUM CHINA HOLDINGS I 1,033 1,136
989207105 ZEBRA TECHNOLOGIES C 7,615 6,931
G0176J109 ALLEGION PLC SHS    
G5960L103 MEDTRONIC PLC SHS    
443201108 HOWMET AEROSPACE INC 12,961 15,846
78467J100 SS AND C TECHNOLOGIE 28,646 32,859
101137107 BOSTON SCIENTIFIC CO 27,484 27,401
75734B100 REDDIT INC REG SHS-A 20,041 19,252
949746101 WELLS FARGO & CO 19,844 21,381
461202103 INTUIT INC 6,897 6,752
90353T100 UBER TECHNOLOGIES IN 7,304 7,753
G51502105 JOHNSON CONTROLS INT 22,407 22,871
009158106 AIR PRODUCTS&CHEM 31,046 34,777
14149Y108 CARDINAL HEALTH INC 34,092 39,750
11135F101 BROADCOM INC 35,026 34,701
907818108 UNION PACIFIC CORP 13,024 13,075
48251W104 KKR & CO INC C 9,180 8,135
L8681T102 SPOTIFY TECH S.A. RE 20,493 19,456
438516106 HONEYWELL INTL INC D 13,004 12,773
254709108 DISCOVER FINL SVCS 9,291 13,858
502441306 LVMH MOET HENNESSY 18,950 20,115
532457108 ELI LILLY & CO 19,099 22,095
80004C200 SANDISK CORP 3,257 3,139
42809H107 HESS CORP 11,747 13,405
958102105 WSTN DIGITAL CORP DE 10,549 9,835
78409V104 S&P GLOBAL INC 25,196 27,221
NIKE INC CL B 2,563 2,701
BLOCK 2,681 2,220
APPLE 1,527 1,060,710

TY 2024 OtherDecreasesSchedule
Name:
PARKS FAMILY FOUNDATION
EIN:
43-1948979
Description Amount
ROUNDING 329


TY 2024 OtherExpensesSchedule
Name:
PARKS FAMILY FOUNDATION
EIN:
43-1948979
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 62 62   0


TY 2024 OtherIncreasesSchedule
Name:
PARKS FAMILY FOUNDATION
EIN:
43-1948979
Description Amount
TYE SALES ADJ 3,090


TY 2024 OtherProfessionalFeesSchedule
Name:
PARKS FAMILY FOUNDATION
EIN:
43-1948979
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
UST-MLT FEES AS AGENT 1,282 769   513
UST-MLT FEES AS AGENT 1,282 769   513
INVESTMNT MNGMNT FEES (NON-DED 13,807 8,284   5,523


TY 2024 TaxesSchedule
Name:
PARKS FAMILY FOUNDATION
EIN:
43-1948979
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 301 301   0
EXCISE TAX - PRIOR YEAR 1,150 0   0
EXCISE TAX ESTIMATES 2,464 0   0