TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

Do not enter social security numbers on this form as it may be made public.
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Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 03-01-2024 , and ending 02-28-2025

Name of foundation
CASADO LUIS A CHARITABLE TR

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

City or town, state or province, country, and ZIP or foreign postal code
WICHITA, KS672015001

A Employer identification number

48-6336948

B Telephone number (see instructions)

(316) 383-1556

C If exemption application is pending, check here right arrow

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

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

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

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

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

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

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

$3,168,343J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

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


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	20,129		20,129
4	Dividends and interest from securities...	69,233		69,233
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		152,966
b	Gross sales price for all assets on line 6a 850,850
7	Capital gain net income (from Part IV, line 2)...			152,966
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........	242,328		242,328
13	Compensation of officers, directors, trustees, etc.	36,199		18,099		18,099
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).......	List of Attached Documents: // Content	1,897	949	0	949
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	8,885	4,442		4,442
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	6,742	6,742		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).......	List of Attached Documents: // Content	271	271
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	53,994		30,503	0	23,490
25	Contributions, gifts, grants paid.......	256,795				256,795
26	Total expenses and disbursements. Add lines 24 and 25	310,789		30,503	0	280,285
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-68,461
b	Net investment income (if negative, enter -0-)			211,825
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

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

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	100,942	94,045	94,045
	3	Accounts receivable 1,385
		Less: allowance for doubtful accounts	1,211	1,385	1,385
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	121,501	List of Attached Documents: // Content 132,063	133,896
	b	Investments—corporate stock (attach schedule).......	1,690,487	List of Attached Documents: // Content 1,600,873	1,984,645
	c	Investments—corporate bonds (attach schedule).......	917,000	List of Attached Documents: // Content 958,687	954,372
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 23,969
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,855,110	2,787,053	3,168,343
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	2,855,110	2,787,053
	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).....	2,855,110	2,787,053
	30	Total liabilities and net assets/fund balances (see instructions).	2,855,110	2,787,053

Part III

Analysis of Changes in Net Assets or Fund Balances

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

2,855,110

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

-68,461

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

List of Attached Documents:

// Content

404

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

2,787,053

Decreases not included in line 2 (itemize) right arrow

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

2,787,053

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	3. BLACKROCK INC COM		2021-01-19	2024-03-04
b	75. BLOOMIN BRANDS INC COM		2022-09-09	2024-03-04
c	12. CHARLES RIV LABORATORIES INTL INC COM		2023-12-20	2024-03-04
d	17. EASTMAN CHEMICAL CO		2024-02-28	2024-03-04
e	24. EASTMAN CHEMICAL CO		2021-12-23	2024-03-04
	12. ENPHASE ENERGY INC COM		2024-02-28	2024-03-04
	41. HDFC BANK LTD SPONSORED ADS		2023-09-15	2024-03-04
	123. KION GROUP AG ADR		2024-02-28	2024-03-04
	16. CHORD ENERGY CORPORATION		2022-06-17	2024-03-04
	41. PERSIMMON UNSPONSORD ADR		2024-02-28	2024-03-04
	.384 REALTY INCOME CORP COM		2023-12-20	2024-03-05
	365. NISOURCE INC DEP SHS PFD B 6.50%		2023-06-27	2024-03-15
	51.879 GQG PARTNERS EMERGING MARKETS EQUITY FUND - INST #1331		2022-09-27	2024-04-15
	242.896 FEDERATED HERMES SHORT-INTERMEDIATE TOTAL RETURN BOND FUND CLA		2022-10-12	2024-04-15
	14.335 FIDELITY INTERNATIONAL INDEX FUND		2022-09-27	2024-04-15
	1830.087 GOLDMAN SACHS HIGH YIELD FUND #527		2009-04-14	2024-04-15
	8. ISHARES MSCI USA MIN VOL FACTOR ETF		2020-10-13	2024-04-15
	3. ISHARES MSCI USA QUALITY FACTOR ETF		2020-10-13	2024-04-15
	4. ISHARES MSCI USA MOMENTUM FACTOR ETF		2022-09-27	2024-04-15
	1. VANGUARD INDEX FDS S&P 500 ETF SHS NEW		2022-10-12	2024-04-15
	29.28 VANGUARD LARGE CAP INDEX FUND - ADM #5307		2020-03-13	2024-04-15
	1699.429 FEDERATED HERMES TOTAL RETURN BOND FUND		2023-09-14	2024-04-18
	10. ASHTEAD GROUP PLC UNSPONSORED ADR		2024-03-04	2024-05-09
	21. BJS WHSL CLUB HLDGS INC COM		2023-12-20	2024-05-09
	14. BOOT BARN HLDGS INC COM		2020-03-30	2024-05-09
	32. BROOKFIELD CORP CL A LTD VT SH		2023-09-15	2024-05-09
	4. CELANESE CORP COM		2023-12-20	2024-05-09
	5. CELANESE CORP COM		2023-01-09	2024-05-09
	10. CLEAN HBRS INC COM		2022-07-21	2024-05-09
	5. DECKERS OUTDOOR CORP		2020-03-20	2024-05-09
	210. DOCGO INC COM		2023-02-21	2024-05-09
	8. EAGLE MATLS INC COM		2023-12-20	2024-05-09
	53. EQUINOR ASA SPONSORED ADR		2020-11-16	2024-05-09
	16. GMS INC COM		2024-02-28	2024-05-09
	399.146 GOLDMAN SACHS EMERGING MARKETS EQUITY INSIGHTS FUND - IS #3169		2021-12-20	2024-05-09
	33. ISHARES CORE S&P MID-CAP ETF		2022-04-04	2024-05-09
	30. ISHARES TR CORE MSCI EAFE ETF		2018-02-23	2024-05-09
	7. L3HARRIS TECHNOLOGIES INC COM		2018-06-04	2024-05-09
	11. MASONITE INTL CORP NEW COM		2024-02-28	2024-05-09
	22. MODINE MFG CO COM		2023-12-20	2024-05-09
	9. PAYCOM SOFTWARE INC COM		2022-10-18	2024-05-09
	22. PERFICIENT INC COM		2023-09-15	2024-05-09
	19. PERFICIENT INC COM		2023-01-09	2024-05-09
	21. PHILIP MORRIS INTL INC COM		2018-12-28	2024-05-09
	74. SUMITOMO CORP SPONSORED ADR		2020-11-16	2024-05-09
	62. TERADATA CORP DEL COM		2023-09-15	2024-05-09
	73. TG THERAPEUTICS INC COM		2023-02-21	2024-05-09
	16. TOKYO ELECTRON LTD ADR		2020-11-16	2024-05-09
	146. VODAFONE GROUP PLC NEW SPNSR ADR NO PAR		2020-11-16	2024-05-09
	45. PERION NETWORK LTD SHS NEW		2023-01-09	2024-05-09
	13. ALPHABET INC CAP STK CL C		2019-04-09	2024-06-10
	12. ALPHABET INC CAP STK CL A		2021-02-24	2024-06-10
	15. AMAZON.COM INC COM		2019-04-09	2024-06-10
	10. AMGEN INC		2021-12-08	2024-06-10
	203. AMPLIFY ENERGY CORP NEW COM		2024-05-09	2024-06-10
	23. APPLE INC COM		2018-12-20	2024-06-10
	18. APPLIED MATERIALS COM		2022-06-17	2024-06-10
	14. ATKORE INC COM		2022-04-04	2024-06-10
	36. AVIENT CORPORATION COM		2024-02-28	2024-06-10
	35. BANK OF AMERICA CORPORATION COM		2022-01-21	2024-06-10
	38. BRISTOL-MYERS SQUIBB CORP COM		2017-02-17	2024-06-10
	40. BROOKFIELD CORP CL A LTD VT SH		2023-09-15	2024-06-10
	33. CELANESE CORP COM		2023-12-20	2024-06-10
	40. CLEARWAY ENERGY INC CL C		2022-06-17	2024-06-10
	120. ENGIE SPONS ADR		2020-11-16	2024-06-10
	17. ESSILOR LUXOTTICA		2022-09-09	2024-06-10
	13. EXXON MOBIL CORP COM		2017-02-17	2024-06-10
	5. META PLATFORM, INC.		2020-03-13	2024-06-10
	10. HONEYWELL INTERNATIONAL INC COM		2020-03-30	2024-06-10
	13. INSTALLED BLDG PRODS INC COM		2024-02-12	2024-06-10
	41. ISHARES CORE S&P MID-CAP ETF		2022-04-04	2024-06-10
	172. ISHARES TR CORE MSCI EAFE ETF		2018-02-23	2024-06-10
	4. ELI LILLY & CO COM		2020-04-16	2024-06-10
	16. LOWES COS INC COM		2021-03-17	2024-06-10
	24. MERCK & CO INC NEW COM		2018-06-04	2024-06-10
	26. MICROSOFT CORP COM		2020-03-10	2024-06-10
	24. MICRON TECHNOLOGY INC COM		2020-08-14	2024-06-10
	10. MOTOROLA SOLUTIONS INC COM NEW		2020-07-20	2024-06-10
	22. NATL BANK OF CANADA COM		2020-11-16	2024-06-10
	21. PINNACLE FINANCIAL PARTNERS COM		2022-09-07	2024-06-10
	32. PREFERRED BK LOS ANGELES CA COM NEW		2024-02-28	2024-06-10
	10. QUANTA SVCS INC COM		2020-04-16	2024-06-10
	13. RTX CORPORATION COM		2021-08-13	2024-06-10
	8. ROPER TECHNOLOGIES, INC.		2022-03-09	2024-06-10
	14. SKYWORKS SOLUTIONS INC COM		2020-09-03	2024-06-10
	98. SOUTH32 LTD SPONSORED ADR		2022-10-18	2024-06-10
	1. TAKE-TWO INTERACTIVE SOFTWARE COM		2024-02-12	2024-06-10
	10. TAKE-TWO INTERACTIVE SOFTWARE COM		2022-06-27	2024-06-10
	8. THERMO FISHER CORP COM		2020-03-13	2024-06-10
	11. TRANSMEDICS GROUP INC COM		2023-09-15	2024-06-10
	14. VISA INC COM CL A		2020-03-10	2024-06-10
	15. ZOETIS INC CL A		2020-07-20	2024-06-10
	1. ACCENTURE PLC CLASS A ORDINARY SHARES		2023-09-15	2024-06-10
	15. ACCENTURE PLC CLASS A ORDINARY SHARES		2023-01-09	2024-06-10
	.118 KONINKLIJKE PHILIPS N V NY REGIS SHS NEW		2023-09-15	2024-06-11
	45. ABBOTT LABS COM 09/1998 .01		2021-12-20	2024-06-12
	12. APPLIED INDL TECHNOLOGIES INC COM		2024-06-10	2024-06-12
	120. BASF SE SPONSORED ADR		2022-09-09	2024-06-12
	3. BROADCOM INC COM		2020-11-16	2024-06-12
	20. BRUKER CORP COM		2023-09-15	2024-06-12
	12. ENTEGRIS INC COM		2024-02-12	2024-06-12
	72. EXELON CORPORATION COM		2017-06-09	2024-06-12
	17. KEYSIGHT TECHNOLOGIES INC COM		2022-10-31	2024-06-12
	122. KION GROUP AG ADR		2024-05-09	2024-06-12
	189.799 MFS INTERNATIONAL NEW DISCOVERY FUND CLASS I #874		2021-12-08	2024-06-12
	1. METTLER-TOLEDO INTL INC COM		2024-06-10	2024-06-12
	15. MORGAN STANLEY DEAN WITTER & CO. COM		2022-04-04	2024-06-12
	48. NVIDIA CORP COM		2019-04-09	2024-06-12
	39. PERSIMMON UNSPONSORD ADR		2024-06-10	2024-06-12
	31.13 T ROWE PRICE INTERNATIONAL DISCOVERY FUND #38		2018-02-23	2024-06-12
	37. SYNOVUS FINL CORP COM NEW		2024-05-09	2024-06-12
	32. SYNOVUS FINL CORP COM NEW		2022-09-09	2024-06-12
	2. AXCELIS TECHNOLOGIES INC COM NEW		2024-06-12	2024-07-16
	15. AXCELIS TECHNOLOGIES INC COM NEW		2022-06-30	2024-07-16
	10. BERKSHIRE HATHAWAY INC DEL CL B NEW		2018-02-23	2024-07-16
	16. BOOT BARN HLDGS INC COM		2021-12-20	2024-07-16
	18. CBRE GROUP INC CL A		2022-08-18	2024-07-16
	44. CHAMPIONX CORPORATION COM		2023-12-20	2024-07-16
	53. EQUINOR ASA SPONSORED ADR		2020-11-16	2024-07-16
	53. GENERAL MTRS CO COM		2019-04-09	2024-07-16
	450.141 GOLDMAN SACHS EMERGING MARKETS EQUITY INSIGHTS FUND - IS #3169		2021-12-20	2024-07-16
	8. INTUIT COM		2023-09-15	2024-07-16
	3. LAM RESH CORP COM		2021-10-21	2024-07-16
	15. LANTHEUS HLDGS INC COM		2023-05-19	2024-07-16
	20. ORACLE SYSTEMS		2020-03-30	2024-07-16
	14. SPX TECHNOLOGIES INC COM		2024-05-09	2024-07-16
	52. VEECO INSTRS INC DEL COM		2023-09-15	2024-07-16
	34. WILLSCOT HOLDINGS CORPORATION		2023-03-17	2024-07-16
	.9 AIR LIQUIDE ADR		2023-12-20	2024-07-24
	28. ALTRIA GROUP INC COM		2023-01-09	2024-09-06
	7. AMERICAN TOWER CORPORATION		2021-12-23	2024-09-06
	5. ASHTEAD GROUP PLC UNSPONSORED ADR		2024-06-10	2024-09-06
	46. AVIENT CORPORATION COM		2024-07-16	2024-09-06
	55. COMPASS GROUP PLC SPONSORED ADR		2021-12-13	2024-09-06
	19. DARDEN RESTAURANTS INC COM		2023-03-17	2024-09-06
	159. DOUBLEVERIFY HLDGS INC COM		2024-02-12	2024-09-06
	13. ENPHASE ENERGY INC COM		2024-05-09	2024-09-06
	6. GROUP 1 AUTOMOTIVE INC COM		2024-05-09	2024-09-06
	295.306 GUGGENHEIM MACRO OPPORTUNITIES FUND CLASS I		2019-04-09	2024-09-06
	77. ISHARES TR CORE MSCI EAFE ETF		2018-02-23	2024-09-06
	14. JOHN BEAN TECHNOLOGIES CORP COM		2024-02-28	2024-09-06
	136. KION GROUP AG ADR		2024-07-16	2024-09-06
	37. MONDELEZ INTL INC COM		2023-05-19	2024-09-06
	27. SHELL PLC SPON ADS		2022-07-21	2024-09-06
	38. SANOFI SPONSORED ADR		2020-03-10	2024-09-06
	56. SYNOVUS FINL CORP COM NEW		2024-07-16	2024-09-06
	88. TG THERAPEUTICS INC COM		2024-06-12	2024-09-06
	11. STERIS PLC SHS USD		2023-12-20	2024-09-06
	223. AMPLIFY ENERGY CORP NEW COM		2024-09-06	2024-09-12
	19. APPLE INC COM		2019-04-09	2024-09-12
	29. CELANESE CORP COM		2024-09-06	2024-09-12
	10. CONSTELLATION ENERGY CORP COM		2017-06-09	2024-09-12
	9. DARDEN RESTAURANTS INC COM		2023-09-15	2024-09-12
	1. DARDEN RESTAURANTS INC COM		2023-03-17	2024-09-12
	16. DESCARTES SYS GROUP INC COM		2024-05-09	2024-09-12
	16. FORTREA HLDGS INC COMMON STOCK		2020-04-02	2024-09-12
	8. INSTALLED BLDG PRODS INC COM		2024-07-16	2024-09-12
	16. LAUDER ESTEE COS INC CL A		2016-04-05	2024-09-12
	4. ELI LILLY & CO COM		2020-04-16	2024-09-12
	54. NEWMONT MNG CORP HOLDING C		2020-07-20	2024-09-12
	47. NVIDIA CORP COM		2019-04-09	2024-09-12
	9. QUANTA SVCS INC COM		2022-01-21	2024-09-12
	4. SYNOPSYS INC COM		2024-02-12	2024-09-12
	4. SYNOPSYS INC COM		2023-03-08	2024-09-12
	8. NXP SEMICONDUCTORS N V COM		2020-11-16	2024-09-12
	20. PERFICIENT INC COM		2024-02-15	2024-10-03
	79. ADMA BIOLOGICS INC COM		2024-06-10	2024-10-09
	16. ATKORE INC COM		2024-06-12	2024-10-09
	9. AVERY DENNISON CORP COM		2023-01-09	2024-10-09
	31. CACTUS INC CL A		2023-12-20	2024-10-09
	46. CITIZENS FINL GROUP INC COM		2022-04-04	2024-10-09
	57. COUCHBASE INC COM		2024-05-09	2024-10-09
	11. ENTEGRIS INC COM		2024-05-09	2024-10-09
	23. GMS INC COM		2024-02-28	2024-10-09
	596.723 GOLDMAN SACHS EMERGING MARKETS EQUITY INSIGHTS FUND - IS #3169		2021-12-20	2024-10-09
	63. ISHARES CORE S&P MID-CAP ETF		2022-04-04	2024-10-09
	34. LATTICE SEMICONDUCTOR CORP COM		2024-09-06	2024-10-09
	20. LATTICE SEMICONDUCTOR CORP COM		2023-01-09	2024-10-09
	9. CHORD ENERGY CORPORATION		2024-06-10	2024-10-09
	5. S&P GLOBAL INC COM		2024-05-09	2024-10-09
	4. S&P GLOBAL INC COM		2022-09-09	2024-10-09
	18. TAIWAN SEMICONDUCTOR MFG CO LTD SPONSORED ADR		2021-03-09	2024-10-09
	5. ASML HOLDING N V NYREGISTRY SHS		2022-09-09	2024-10-09
	25000. DISNEY WALT CO SR GLBL 2.20% DTD 05/13/2020 DUE 01/13/2028		2020-08-21	2024-10-24
	23. CVS CORP COM		2019-04-09	2024-11-07
	7. CHARLES RIV LABORATORIES INTL INC COM		2024-06-10	2024-11-07
	37. COGNIZANT TECH SOLUTIONS CRP COM		2023-12-20	2024-11-07
	26. EDWARDS LIFESCIENCES CORP COM		2016-08-12	2024-11-07
	4. EMCOR GROUP INC COM		2023-09-15	2024-11-07
	150. FORD MTR CO COM		2017-09-08	2024-11-07
	18. HERSHEY FOODS CORPORATION COM		2019-12-12	2024-11-07
	100. ISHARES CORE S&P MID-CAP ETF		2022-04-04	2024-11-07
	17. JP MORGAN CHASE & CO COM		2017-09-08	2024-11-07
	25000. JANUS HENDERSON GROUP PLC SR GLBL NT 4.875% DTD 07/31/2015 DUE		2015-08-31	2024-11-07
	26. MICROSOFT CORP COM		2021-01-19	2024-11-07
	17. PINNACLE FINANCIAL PARTNERS COM		2024-09-06	2024-11-07
	1. POOL CORPORATION COM		2024-09-06	2024-11-07
	4. POOL CORPORATION COM		2023-01-09	2024-11-07
	16. SKYWORKS SOLUTIONS INC COM		2024-10-09	2024-11-07
	10. SNAP-ON INC COM		2019-02-19	2024-11-07
	56. TANGER INC		2024-02-28	2024-11-07
	7. ULTA BEAUTY, INC		2020-07-20	2024-11-07
	4. VERTEX PHARMACEUTICALS INC COM		2020-09-03	2024-11-07
	15. ZOETIS INC CL A		2023-12-20	2024-11-07
	2. ZOETIS INC CL A		2021-12-13	2024-11-07
	86. ZURICH INS GROUP LTD SPONSORED ADR		2020-08-14	2024-11-07
	13. NXP SEMICONDUCTORS N V COM		2024-05-09	2024-11-07
	1. NXP SEMICONDUCTORS N V COM		2020-11-16	2024-11-07
	8. ALPHABET INC CAP STK CL C		2019-04-09	2024-11-25
	8. ALPHABET INC CAP STK CL A		2021-12-13	2024-11-25
	7. AMAZON.COM INC COM		2019-04-09	2024-11-25
	28. AMETEK INC NEW COM		2023-12-20	2024-11-25
	21. AMETEK INC NEW COM		2022-07-26	2024-11-25
	7. APPLE INC COM		2019-04-09	2024-11-25
	34. BANK OF AMERICA CORPORATION COM		2022-01-21	2024-11-25
	7. BERKSHIRE HATHAWAY INC DEL CL B NEW		2019-04-09	2024-11-25
	15. BROADCOM INC COM		2020-11-16	2024-11-25
	31. BROOKFIELD CORP CL A LTD VT SH		2024-06-12	2024-11-25
	16. CHURCH & DWIGHT INC COM		2023-12-20	2024-11-25
	63. COMCAST CORP CL A		2019-04-25	2024-11-25
	24. COPART INC COM		2023-03-17	2024-11-25
	3. COSTCO WHSL CORP NEW COM		2020-03-13	2024-11-25
	10. CRANE COMPANY COMMON STOCK		2023-09-15	2024-11-25
	22. EXXON MOBIL CORP COM		2017-03-22	2024-11-25
	3. META PLATFORM, INC.		2020-04-22	2024-11-25
	188.944 GUGGENHEIM MACRO OPPORTUNITIES FUND CLASS I		2019-04-09	2024-11-25
	4. HOME DEPOT INC COM		2021-09-03	2024-11-25
	4. INTUITIVE SURGICAL INC COM NEW		2016-08-12	2024-11-25
	154. KION GROUP AG ADR		2024-10-09	2024-11-25
	3. ELI LILLY & CO COM		2021-09-03	2024-11-25
	24. METLIFE INC COM		2024-02-15	2024-11-25
	22. METLIFE INC COM		2022-03-18	2024-11-25
	11. NVIDIA CORP COM		2019-04-09	2024-11-25
	7. ORACLE SYSTEMS		2020-04-16	2024-11-25
	24. PAYPAL HLDGS INC COM		2017-09-08	2024-11-25
	7. REPUBLIC SERVICES INC COM		2022-03-09	2024-11-25
	63. SIEMENS HEALTHINEERS AG UNSPONSORED ADR		2020-11-16	2024-11-25
	5. TESLA, INC		2021-01-19	2024-11-25
	25. TOKYO ELECTRON LTD ADR		2024-03-04	2024-11-25
	2. TOKYO ELECTRON LTD ADR		2020-11-16	2024-11-25
	4. UNITEDHEALTH GROUP INC COM		2020-04-30	2024-11-25
	5. VISA INC COM CL A		2021-04-12	2024-11-25
	7. WILLIS TOWERS WATSON PUB LTD CO SHS		2023-05-19	2024-11-25
	25. AXCELIS TECHNOLOGIES INC COM NEW		2024-06-12	2025-01-13
	57. BNP PARIBAS SPONSORED ADR REPSTG 1/2 SH		2022-08-18	2025-01-13
	4. BLACKROCK INC COM		2024-02-15	2025-01-13
	4. BLACKROCK INC COM		2022-04-04	2025-01-13
	18. COCA COLA CO COM		2024-03-04	2025-01-13
	24. COCA COLA CO COM		2020-11-16	2025-01-13
	6. CONSTELLATION ENERGY CORP COM		2017-09-08	2025-01-13
	167. FRESENIUS SE & CO KGAA SPONSORED ADR		2023-01-09	2025-01-13
	149. GLADSTONE COMMERCIAL CORP COM		2020-07-20	2025-01-13
	272.829 GUGGENHEIM MACRO OPPORTUNITIES FUND CLASS I		2019-04-09	2025-01-13
	35. HOLOGIC INC COM		2023-05-19	2025-01-13
	5. INTUIT COM		2024-06-12	2025-01-13
	6. MATADOR RES CO COM		2024-09-12	2025-01-13
	24. MATADOR RES CO COM		2023-12-20	2025-01-13
	178. MURATA MFG CO LTD ADR		2018-12-28	2025-01-13
	9. ONTO INNOVATION INC COM		2024-09-06	2025-01-13
	4. POOL CORPORATION COM		2024-09-06	2025-01-13
	34. ROCHE HLDG LTD SPONSORED ADR		2024-03-04	2025-01-13
	43. ROCHE HLDG LTD SPONSORED ADR		2021-09-03	2025-01-13
	47. ROCKET PHARMACEUTICALS INC COM		2024-02-28	2025-01-13
	386. SVENSKA HANDELSBANKEN ADR		2020-11-16	2025-01-13
	63. TENABLE HLDGS INC COM		2022-08-18	2025-01-13
	3. ASML HOLDING N V NYREGISTRY SHS		2024-09-06	2025-01-13
	1. ASML HOLDING N V NYREGISTRY SHS		2023-01-09	2025-01-13
	15. AXSOME THERAPEUTICS INC COM		2022-07-21	2025-01-31
	14. CHURCH & DWIGHT INC COM		2024-11-07	2025-01-31
	4. FACTSET RESH SYS INC COM		2023-09-15	2025-01-31
	23. HOWMET AEROSPACE INC COM		2024-09-12	2025-01-31
	128. ISHARES TR CORE MSCI EAFE ETF		2018-02-23	2025-01-31
	28. PHILIP MORRIS INTL INC COM		2019-02-05	2025-01-31
	11. QUALYS INC COM		2023-01-09	2025-01-31
	3. SERVICENOW INC COM		2020-07-20	2025-01-31
	20. TAIWAN SEMICONDUCTOR MFG CO LTD SPONSORED ADR		2022-09-09	2025-01-31
	9. TAKE-TWO INTERACTIVE SOFTWARE COM		2024-02-12	2025-01-31
	92. AT&T INC COM		2016-04-05	2025-02-26
	14. ABBVIE INC COM		2018-10-23	2025-02-26
	43. AIR LIQUIDE ADR		2024-11-07	2025-02-26
	42. AIR LIQUIDE ADR		2023-12-20	2025-02-26
	8. AIR PRODS & CHEMS INC COM		2020-07-20	2025-02-26
	26. AMERICAN ELEC PWR INC COM		2022-03-09	2025-02-26
	23. APPLE INC COM		2019-04-09	2025-02-26
	38. AVIENT CORPORATION COM		2024-10-09	2025-02-26
	14. BROADCOM INC COM		2020-11-16	2025-02-26
	25. CBRE GROUP INC CL A		2022-10-18	2025-02-26
	55. CISCO SYS INC COM		2019-04-09	2025-02-26
	37. CITIZENS FINL GROUP INC COM		2024-09-12	2025-02-26
	44. CITIZENS FINL GROUP INC COM		2023-01-09	2025-02-26
	25. CONOCOPHILLIPS COM		2022-01-21	2025-02-26
	8. DANAHER CORP COM		2020-07-20	2025-02-26
	4. META PLATFORM, INC.		2020-09-03	2025-02-26
	1227.047 GOLDMAN SACHS EMERGING MARKETS EQUITY INSIGHTS FUND - IS #316		2021-12-20	2025-02-26
	543.8 GUGGENHEIM MACRO OPPORTUNITIES FUND CLASS I		2019-04-09	2025-02-26
	17. HONEYWELL INTERNATIONAL INC COM		2021-12-23	2025-02-26
	242. ISHARES TR CORE MSCI EAFE ETF		2018-02-23	2025-02-26
	25. JOHNSON & JOHNSON COM		2015-04-15	2025-02-26
	10. LABCORP HOLDINGS INC COM SHS		2020-04-02	2025-02-26
	44.234 MFS INTERNATIONAL NEW DISCOVERY FUND CLASS I #874		2021-12-08	2025-02-26
	16. MICROSOFT CORP COM		2022-03-09	2025-02-26
	173. NIPPON TELEG & TEL CORP SPONSORED ADR		2022-10-18	2025-02-26
	25. NVIDIA CORP COM		2019-04-09	2025-02-26
	144. PANASONIC HLDGS CORP UNSPONSORED ADR		2021-12-13	2025-02-26
	18. PROLOGIS INC COM		2020-07-10	2025-02-26
	132.869 T ROWE PRICE INTERNATIONAL DISCOVERY FUND #38		2018-02-23	2025-02-26
	36. SIEMENS A G SPONSORED ADR		2020-11-16	2025-02-26
	34. SUN LIFE FINANCIAL SVCS CAN COM		2020-11-16	2025-02-26
	122. THK CO LTD UNSPONSOD ADR		2025-01-31	2025-02-26
	71. VALVOLINE INC COM		2024-07-16	2025-02-26
	8. WATTS WATER TECHNOLOGIES INC CL A		2023-12-20	2025-02-26
	4. ZURICH INS GROUP LTD SPONSORED ADR		2024-11-25	2025-02-26
	50. ZURICH INS GROUP LTD SPONSORED ADR		2020-08-14	2025-02-26
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	2,520	2,295	225
b	2,121	1,592	529
c	3,126	2,991	135
d	1,501	1,473	28
e	2,118	2,743	-625
	1,481	1,448	33
	2,241	2,709	-468
	1,535	1,461	74
	2,569	2,192	377
	1,455	1,418	37
	21	22	-1
	9,125	9,197	-72
	900	671	229
	2,402	2,363	39
	691	509	182
	10,065	9,729	336
	641	528	113
	476	326	150
	724	526	198
	465	329	136
	3,424	1,845	1,579
	15,601	15,720	-119
	2,985	2,964	21
	1,628	1,405	223
	1,487	1,387	100
	1,402	1,151	251
	653	611	42
	816	594	222
	2,112	919	1,193
	4,363	537	3,826
	624	1,967	-1,343
	2,146	1,643	503
	1,509	804	705
	1,496	1,465	31
	3,516	3,776	-260
	1,969	1,776	193
	2,231	2,016	215
	1,534	1,068	466
	1,459	1,431	28
	2,343	1,301	1,042
	1,562	2,736	-1,174
	1,615	1,323	292
	1,395	1,367	28
	2,074	1,524	550
	1,989	938	1,051
	2,039	2,735	-696
	1,245	1,219	26
	1,817	848	969
	1,244	2,453	-1,209
	549	1,295	-746
	2,279	777	1,502
	2,084	1,415	669
	2,795	1,381	1,414
	3,033	2,292	741
	1,208	1,374	-166
	4,470	1,107	3,363
	4,097	1,949	2,148
	1,965	1,377	588
	1,576	1,447	129
	1,389	1,585	-196
	1,606	2,102	-496
	1,660	1,626	34
	4,784	5,128	-344
	1,094	1,243	-149
	1,873	1,684	189
	1,897	1,316	581
	1,474	1,062	412
	2,498	898	1,600
	2,104	1,513	591
	2,710	2,880	-170
	2,399	2,206	193
	12,945	11,558	1,387
	3,444	616	2,828
	3,483	3,312	171
	3,141	1,818	1,323
	11,082	5,182	5,900
	3,234	1,149	2,085
	3,722	1,354	2,368
	1,884	1,175	709
	1,569	1,651	-82
	2,329	2,282	47
	2,709	589	2,120
	1,393	1,138	255
	4,431	3,279	1,152
	1,317	1,892	-575
	1,220	1,195	25
	161	159	2
	1,611	1,288	323
	4,626	2,650	1,976
	1,561	645	916
	3,847	2,778	1,069
	2,693	2,792	-99
	288	312	-24
	4,319	4,078	241
	3	2	1
	4,702	5,668	-966
	2,303	2,252	51
	1,500	1,314	186
	4,462	1,126	3,336
	1,313	1,347	-34
	1,663	1,528	135
	2,546	1,968	578
	2,334	2,814	-480
	1,371	1,480	-109
	6,098	7,163	-1,065
	1,455	1,435	20
	1,445	1,301	144
	6,036	226	5,810
	1,499	1,464	35
	2,080	2,324	-244
	1,398	1,459	-61
	1,209	1,334	-125
	294	273	21
	2,203	829	1,374
	4,357	2,024	2,333
	2,129	1,622	507
	1,745	1,527	218
	1,520	1,393	127
	1,419	1,493	-74
	2,637	2,454	183
	4,182	4,258	-76
	5,283	4,958	325
	3,215	1,588	1,627
	1,778	1,454	324
	2,843	1,039	1,804
	2,274	1,940	334
	2,427	1,469	958
	1,377	1,553	-176
	32	32
	1,504	1,295	209
	1,646	1,770	-124
	1,383	1,461	-78
	2,085	2,143	-58
	1,786	1,120	666
	2,997	2,819	178
	2,899	4,319	-1,420
	1,409	1,439	-30
	2,154	1,809	345
	7,330	7,678	-348
	5,715	5,174	541
	1,232	1,424	-192
	1,198	1,476	-278
	2,793	2,846	-53
	1,803	1,313	490
	2,194	1,779	415
	2,406	2,543	-137
	1,923	1,540	383
	2,627	2,390	237
	1,398	1,411	-13
	4,236	949	3,287
	3,497	3,506	-9
	1,906	308	1,598
	1,426	1,354	72
	158	148	10
	1,566	1,562	4
	331	342	-11
	1,691	1,932	-241
	1,351	1,996	-645
	3,729	935	2,794
	2,866	3,449	-583
	5,644	222	5,422
	2,424	895	1,529
	1,970	2,307	-337
	1,970	1,456	514
	1,813	1,188	625
	1,520	1,422	98
	1,642	823	819
	1,382	2,348	-966
	1,939	1,722	217
	1,939	1,410	529
	1,906	1,945	-39
	880	1,469	-589
	1,203	1,430	-227
	2,155	2,077	78
	5,561	5,645	-84
	3,920	3,390	530
	1,746	1,403	343
	1,027	1,376	-349
	1,193	1,567	-374
	2,613	2,152	461
	2,090	1,479	611
	3,332	1,864	1,468
	4,203	2,747	1,456
	23,406	25,669	-2,263
	1,333	1,288	45
	1,485	1,488	-3
	2,982	2,861	121
	1,704	984	720
	2,029	856	1,173
	1,640	1,796	-156
	3,100	3,532	-432
	6,562	5,074	1,488
	4,023	1,657	2,366
	25,010	25,094	-84
	11,021	7,315	3,706
	2,054	1,604	450
	371	344	27
	1,485	1,293	192
	1,450	1,561	-111
	3,521	1,600	1,921
	1,970	1,621	349
	2,743	1,397	1,346
	1,996	1,071	925
	2,600	2,899	-299
	347	464	-117
	2,561	1,637	924
	3,061	3,225	-164
	235	148	87
	1,354	478	876
	1,341	1,165	176
	1,405	887	518
	5,526	4,933	593
	4,144	2,792	1,352
	1,613	350	1,263
	1,618	1,540	78
	3,359	1,429	1,930
	2,461	563	1,898
	1,847	1,317	530
	1,785	1,493	292
	2,735	2,404	331
	1,535	836	699
	2,865	860	2,005
	1,856	870	986
	2,648	1,513	1,135
	1,677	552	1,125
	4,684	4,913	-229
	1,712	1,321	391
	2,144	307	1,837
	1,326	1,522	-196
	2,249	781	1,468
	2,090	1,668	422
	1,916	1,494	422
	1,504	52	1,452
	1,331	374	957
	2,096	3,115	-1,019
	1,528	912	616
	1,664	1,438	226
	1,745	1,395	350
	1,869	3,011	-1,142
	150	106	44
	2,413	1,169	1,244
	1,557	1,105	452
	2,217	1,610	607
	1,702	2,883	-1,181
	1,744	1,428	316
	3,811	3,683	128
	3,811	3,011	800
	1,110	1,076	34
	1,480	1,487	-7
	1,709	193	1,516
	1,466	1,273	193
	2,338	2,619	-281
	6,709	7,094	-385
	2,476	2,686	-210
	3,075	3,006	69
	373	300	73
	1,490	1,405	85
	1,381	1,867	-486
	1,701	1,588	113
	1,320	1,375	-55
	1,227	1,122	105
	1,551	1,578	-27
	485	1,401	-916
	1,990	1,891	99
	2,413	2,594	-181
	2,181	2,191	-10
	727	625	102
	1,613	645	968
	1,477	1,456	21
	1,892	1,727	165
	2,908	2,176	732
	9,449	8,602	847
	3,654	2,356	1,298
	1,541	1,160	381
	3,063	1,336	1,727
	4,254	1,675	2,579
	1,679	1,433	246
	2,444	2,423	21
	2,840	1,164	1,676
	1,573	1,522	51
	1,536	1,491	45
	2,506	2,315	191
	2,779	2,504	275
	5,508	1,149	4,359
	1,628	1,855	-227
	2,955	525	2,430
	3,501	1,882	1,619
	3,525	2,644	881
	1,668	1,468	200
	1,984	1,488	496
	2,387	2,171	216
	1,667	1,737	-70
	2,690	1,159	1,531
	11,142	11,608	-466
	13,513	14,098	-585
	3,576	3,392	184
	18,451	16,262	2,189
	4,076	2,727	1,349
	2,506	1,041	1,465
	1,357	1,669	-312
	6,394	4,453	1,941
	4,235	5,204	-969
	3,251	118	3,133
	1,813	1,534	279
	2,198	1,750	448
	8,656	9,917	-1,261
	4,187	2,758	1,429
	1,848	1,533	315
	1,502	1,513	-11
	2,630	3,072	-442
	1,709	1,694	15
	131	125	6
	1,636	952	684
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944
			2,944

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			225
b			529
c			135
d			28
e			-625
			33
			-468
			74
			377
			37
			-1
			-72
			229
			39
			182
			336
			113
			150
			198
			136
			1,579
			-119
			21
			223
			100
			251
			42
			222
			1,193
			3,826
			-1,343
			503
			705
			31
			-260
			193
			215
			466
			28
			1,042
			-1,174
			292
			28
			550
			1,051
			-696
			26
			969
			-1,209
			-746
			1,502
			669
			1,414
			741
			-166
			3,363
			2,148
			588
			129
			-196
			-496
			34
			-344
			-149
			189
			581
			412
			1,600
			591
			-170
			193
			1,387
			2,828
			171
			1,323
			5,900
			2,085
			2,368
			709
			-82
			47
			2,120
			255
			1,152
			-575
			25
			2
			323
			1,976
			916
			1,069
			-99
			-24
			241
			1
			-966
			51
			186
			3,336
			-34
			135
			578
			-480
			-109
			-1,065
			20
			144
			5,810
			35
			-244
			-61
			-125
			21
			1,374
			2,333
			507
			218
			127
			-74
			183
			-76
			325
			1,627
			324
			1,804
			334
			958
			-176

			209
			-124
			-78
			-58
			666
			178
			-1,420
			-30
			345
			-348
			541
			-192
			-278
			-53
			490
			415
			-137
			383
			237
			-13
			3,287
			-9
			1,598
			72
			10
			4
			-11
			-241
			-645
			2,794
			-583
			5,422
			1,529
			-337
			514
			625
			98
			819
			-966
			217
			529
			-39
			-589
			-227
			78
			-84
			530
			343
			-349
			-374
			461
			611
			1,468
			1,456
			-2,263
			45
			-3
			121
			720
			1,173
			-156
			-432
			1,488
			2,366
			-84
			3,706
			450
			27
			192
			-111
			1,921
			349
			1,346
			925
			-299
			-117
			924
			-164
			87
			876
			176
			518
			593
			1,352
			1,263
			78
			1,930
			1,898
			530
			292
			331
			699
			2,005
			986
			1,135
			1,125
			-229
			391
			1,837
			-196
			1,468
			422
			422
			1,452
			957
			-1,019
			616
			226
			350
			-1,142
			44
			1,244
			452
			607
			-1,181
			316
			128
			800
			34
			-7
			1,516
			193
			-281
			-385
			-210
			69
			73
			85
			-486
			113
			-55
			105
			-27
			-916
			99
			-181
			-10
			102
			968
			21
			165
			732
			847
			1,298
			381
			1,727
			2,579
			246
			21
			1,676
			51
			45
			191
			275
			4,359
			-227
			2,430
			1,619
			881
			200
			496
			216
			-70
			1,531
			-466
			-585
			184
			2,189
			1,349
			1,465
			-312
			1,941
			-969
			3,133
			279
			448
			-1,261
			1,429
			315
			-11
			-442
			15
			6
			684

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	152,966
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

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

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	2,944
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	2,944
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	2,944
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	2,272
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	2,272
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	672
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax0	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

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

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

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

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

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

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

on foundation managers. right arrow

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

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

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

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

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

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

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

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

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

By language in the governing instrument, or

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

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

Yes

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

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

Yes

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

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

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

Yes

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

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

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

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

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

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

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

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

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

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

Yes

Website address right arrow

The books are in care of right arrow

MAUREEN BARBEE, INTRUST BANK NA Telephone no. right arrow

(316) 383-1911

Located at right arrow

P O BOX ONEWICHITAKS ZIP+4 right arrow

67201

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

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

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

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

16 No

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

Form 990-PF (2024)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

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

Yes

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

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

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

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

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

1a(5)

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

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

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

1a(6)

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

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

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

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

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

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

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

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

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

If "Yes," list the years right arrow

20, 20, 20, 20

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

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

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

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

20, 20, 20, 20

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

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

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

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

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

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

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

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

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

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

Form 990-PF (2024)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

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

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

5a(2)

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

5a(3)

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

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

5a(4)

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

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

5a(5)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Part VII

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

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

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
INTRUST BANK NA	TRUSTEE 1	36,199
P O BOX ONE WICHITA,KS67201	TRUSTEE 1	36,199

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


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









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

Form 990-PF (2024)

Page 7

Part VII

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

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

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

Part VIII-A

Summary of Direct Charitable Activities

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


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

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


All other program-related investments. See instructions.
3

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

Form 990-PF (2024)

Page 8

Part IX

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

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

purposes:

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

3,154,225

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

84,834

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

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

3,239,059

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

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

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

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

3,239,059

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

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

48,586

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

3,190,473

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

159,524

Part X

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

and do not complete this part.)

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

159,524

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

2,944

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

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

2,944

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

156,580

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

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

156,580

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

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

156,580

Part XI

Qualifying Distributions (see instructions)

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

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

280,285

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

280,285

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					156,580
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				83,880
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: $ 280,285
a Applied to 2023, but not more than line 2a				83,880
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.....					156,580
e Remaining amount distributed out of corpus		39,825
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		39,825
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		39,825
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....	39,825

Form 990-PF (2024)

Page 10

Part XIII

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

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

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

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

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

Part XIV

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

1Information Regarding Foundation Managers:

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

NONE

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)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
EARLHAM SCHOOL OF RELIGION ATTN DIRECTOR OF COMM ENGAGEMENT RICHMOND,IN473745360	NONE	PUBLIC	EDUCATION	12,296
FRIENDS UNITED MEETING INC 101 QUAKER HILL DR RICHMOND,IN473741926	NONE	PUBLIC	RELIGIOUS	36,887
THE SALVATION ARMY 5550 PRAIRIE STONE PKWY HOFFMAN ESTATES,IL601923713	NONE	PUBLIC	CHARITABLE	12,296
WILLIAM PENN COLLEGE 201 TRUEBLOOD AVE OSKALOOSA,IA525771757	NONE	PUBLIC	EDUCATION	61,478
FRIENDS UNIVERSITY C/O JOAN GALLAGHER 2100 W UNIVERSITY AVE WICHITA,KS672133379	NONE	PUBLIC	EDUCATION	96,951
UNIVERSITY FRIENDS CHURCH 1840 W UNIVERSITY AVE WICHITA,KS672133966	NONE	PUBLIC	RELIGIOUS	24,591
MID AMERICA YEARLY MEETING OF FRIENDS 2018 MAPLE ST WICHITA,KS672133314	NONE	PUBLIC	RELIGIOUS	12,296
Total ................................. 3a				256,795

bApproved for future payment

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

Form 990-PF (2024)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	20,129
4 Dividends and interest from securities ....			14	69,233
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	152,966
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aSANOFI SPONSORED A			14
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				242,328

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

242,328

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

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

Form 990-PF (2024)

Page 13

Part XVI

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

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

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

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

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

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

If "Yes," complete the following schedule.

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

Sign Here

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

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

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of Bond	End of Year Book Value	End of Year Fair Market Value
CORP & GOVT DAILY ACCRUAL FUND	419,602	427,200
CORPORATE INDUSTRIAL BONDS	309,134	300,349
CORPORATE FOREIGN BONDS	74,145	72,026
OTHER BONDS	48,059	43,970
CORPORATE UTILITIES BONDS	107,747	110,827

Name of Stock	End of Year Book Value	End of Year Fair Market Value
MATERIALS	28,742	25,152
INDUSTRIALS	110,142	136,762
COMMUNICATION	73,659	104,518
CONSUMER DISCRETIONARY	121,201	145,218
CONSUMER STAPLES	77,849	85,922
ENERGY	46,548	52,701
FINANCIAL	157,107	214,572
HEALTHCARE	153,786	185,442
TECHNOLOGY	217,842	324,321
REAL ESTATE	23,191	24,454
UTILITIES	26,971	33,850
SMALL CAP EQUITY FUNDS	3,034	4,180
MID CAP EQUITY FUNDS	2,653	3,457
LARGE CAP EQUITY FUNDS	13,444	48,561
INTERNATIONAL EQ	224,889	232,777
EQUITY EXCHANGE	276,455	324,728
PREFERRED STOCK	43,360	38,030

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE -	2	2		0
OTHER EXPENSE (NON-DEDUCTIBLE	269	269		0

Category	Amount	Net Investment Income
FOREIGN TAXES	1,301	1,301
FEDERAL TAX PAYMENT - PRIOR YE	1,164	1,164
FEDERAL ESTIMATES - PRINCIPAL	2,272	2,272
FOREIGN TAXES ON QUALIFIED FOR	1,475	1,475
FOREIGN TAXES ON NONQUALIFIED	530	530