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 08-01-2024 , and ending 07-31-2025
Name of foundation
SKUBITZ LEON & DOROTHY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)ARGENT INST TRUST CO 115 S 84 ST ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI53214
A Employer identification number

56-2606714
B Telephone number (see instructions)

(414) 875-3240
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$1,078,258J 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... 28,569 28,566  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 44,169
b Gross sales price for all assets on line 6a 304,977
7 Capital gain net income (from Part IV, line 2)... 44,169
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)....... 173 173  
12 Total. Add lines 1 through 11........ 72,911 72,908  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 11,822 11,822   0
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)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
943 506   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
48     48
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,813 12,328 0 48
25 Contributions, gifts, grants paid....... 46,347 46,347
26 Total expenses and disbursements. Add lines 24 and 25 59,160 12,328 0 46,395
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 13,751
b Net investment income (if negative, enter -0-) 60,580
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 12,151 13,710 13,710
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)....... 50,571 41,481 43,434
c Investments—corporate bonds (attach schedule)....... 843,752 864,526 1,020,159
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) Click to see attachment
List of Attached Documents:
// Content
918 		Click to see attachment
List of Attached Documents:
// Content
955 		Click to see attachment
List of Attached Documents:
// Content
955
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 907,392 920,672 1,078,258
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........ 907,392 920,672
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)..... 907,392 920,672
30 Total liabilities and net assets/fund balances (see instructions). 907,392 920,672
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
907,392
2
Enter amount from Part I, line 27a .....................
2
13,751
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
957
4
Add lines 1, 2, and 3 ..........................
4
922,100
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,428
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
920,672
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 41.09 COLUMBIA INTEGRATED LARGE CAP VALUE FUND ADVISOR CLASS   2019-05-30 2024-09-23
b 18.683 DFA US SMALL CAP VALUE PORTFOLIO INSTL #5034   2024-03-25 2024-09-23
c 2.435 DODGE & COX INTERNATIONAL STOCK FUND CL I   2021-06-21 2024-09-23
d 13.258 DODGE & COX INCOME FUND CL I   2024-03-21 2024-09-23
e 1.36 DODGE & COX STK FD COM     2024-09-23
8.221 JOHN HANCOCK FUNDS III- DISCIPLINED VALUE MID CAP FUND- IS #3633   2021-12-21 2024-09-23
.83 MFS INTERNATIONAL INTRINSIC VALUE FUND CLASS R6   2020-06-22 2024-09-23
7.732 MFS INTERNATIONAL INTRINSIC VALUE FUND CLASS R6   2020-06-22 2024-09-23
.445 T ROWE PRICE MID-CAP GROWTH FUND CLASS I #524   2021-12-21 2024-09-23
1.549 T ROWE PRICE MID-CAP GROWTH FUND CLASS I #524   2021-12-21 2024-09-23
. TCW EMERGING MARKETS INCOME FUND CLASS I #4721   2020-10-21 2024-09-23
17.261 TCW EMERGING MARKETS INCOME FUND CLASS I #4721   2020-10-21 2024-09-23
5.859 VANGUARD EXPLORER FD - ADM #5024   2022-01-18 2024-09-23
17.779 VANGUARD MID CAP INDEX FD CL I #864     2024-09-23
22.987 BAIRD CORE PLUS BOND FUND INST #71   2022-01-18 2024-09-24
4.13 COLUMBIA FUNDS INTEGRATED LARGE CAP GROWTH FUND - ADV #6966   2022-01-18 2024-09-24
6.404 COLUMBIA INTEGRATED LARGE CAP VALUE FUND ADVISOR CLASS   2019-05-30 2024-09-24
1.511 DFA US SMALL CAP VALUE PORTFOLIO INSTL #5034   2024-03-25 2024-09-24
1.565 DODGE & COX INTERNATIONAL STOCK FUND CL I   2021-06-21 2024-09-24
18.305 DODGE & COX INCOME FUND CL I   2024-03-21 2024-09-24
.344 DODGE & COX STK FD COM   2019-09-05 2024-09-24
10.135 FEDERATED HERMES INSTITUTIONAL HIGH YIELD BOND FUND   2023-02-10 2024-09-24
.789 HARBOR FD CAP APPRECIATION FD   2021-03-22 2024-09-24
. HARTFORD FLOATING RATE F #3115   2023-02-10 2024-09-24
5.913 HARTFORD FLOATING RATE F #3115   2023-02-10 2024-09-24
1.724 JOHN HANCOCK FUNDS III- DISCIPLINED VALUE MID CAP FUND- IS #3633   2021-12-21 2024-09-24
1.977 MFS INTERNATIONAL INTRINSIC VALUE FUND CLASS R6   2020-06-22 2024-09-24
5.438 NYLI CANDRIAM EMERGING MARKETS EQUITY FUND CLASS R6 #6043   2023-02-10 2024-09-24
.481 T ROWE PRICE MID-CAP GROWTH FUND CLASS I #524   2021-12-21 2024-09-24
. TCW EMERGING MARKETS INCOME FUND CLASS I #4721   2020-10-21 2024-09-24
6.772 TCW EMERGING MARKETS INCOME FUND CLASS I #4721   2020-10-21 2024-09-24
.64 VANGUARD EXPLORER FD - ADM #5024   2022-01-18 2024-09-24
39.206 VANGUARD BD INDEX FD INC TOT BD MKT INST   2019-03-07 2024-09-24
5.109 VANGUARD DEVELOPED MARKETS INDEX FUND - ADM #127   2022-01-18 2024-09-24
1.189 VANGUARD INSTL INDEX FD SH BEN INT   2019-09-05 2024-09-24
1.203 VANGUARD FTSE ALL-WORLD EX U.S. SMALL CAP INDEX FUND #2284   2022-09-21 2024-09-24
1.475 VANGUARD EMERGING MARKETS STOCK INDEX FUND ADM #5533   2023-02-10 2024-09-24
4.466 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADM #1943   2024-03-21 2024-09-24
2.196 VANGUARD MID CAP INDEX FD CL I #864   2020-07-20 2024-09-24
26.666 COLUMBIA FUNDS INTEGRATED LARGE CAP GROWTH FUND - ADV #6966   2022-01-18 2024-10-09
455.127 COLUMBIA INTEGRATED LARGE CAP VALUE FUND ADVISOR CLASS     2024-10-09
1874.295 COLUMBIA INTEGRATED LARGE CAP VALUE FUND ADVISOR CLASS     2024-10-09
10.142 DODGE & COX INTERNATIONAL STOCK FUND CL I     2024-10-09
.096 DODGE & COX STK FD COM   2019-09-05 2024-10-09
3.068 HARBOR FD CAP APPRECIATION FD     2024-10-09
.023 HARBOR FD CAP APPRECIATION FD     2024-10-09
11.738 HARTFORD FLOATING RATE F #3115   2023-02-10 2024-10-09
.841 JOHN HANCOCK FUNDS III- DISCIPLINED VALUE MID CAP FUND- IS #3633   2021-12-21 2024-10-09
97.037 NYLI CANDRIAM EMERGING MARKETS EQUITY FUND CLASS R6 #6043   2023-02-10 2024-10-09
1.929 VANGUARD INSTL INDEX FD SH BEN INT   2019-09-05 2024-10-09
3.788 VANGUARD FTSE ALL-WORLD EX U.S. SMALL CAP INDEX FUND #2284   2022-09-21 2024-10-09
31.984 VANGUARD EMERGING MARKETS STOCK INDEX FUND ADM #5533   2023-02-10 2024-10-09
2.707 VANGUARD MID CAP INDEX FD CL I #864   2020-07-20 2024-10-09
3.529 BAIRD CORE PLUS BOND FUND INST #71   2022-01-18 2024-12-16
.615 COLUMBIA INTEGRATED LARGE CAP GROWTH FUND - INSTL #6968   2022-01-18 2024-12-16
.215 DFA US SMALL CAP VALUE PORTFOLIO INSTL #5034   2024-03-25 2024-12-16
.244 DODGE & COX INTERNATIONAL STOCK FUND CL I   2021-09-21 2024-12-16
2.833 DODGE & COX INCOME FUND CL I   2024-03-21 2024-12-16
.051 DODGE & COX STK FD COM   2019-09-05 2024-12-16
1.525 FEDERATED HERMES INSTITUTIONAL HIGH YIELD BOND FUND   2023-02-10 2024-12-16
.106 HARBOR FD CAP APPRECIATION FD   2021-12-21 2024-12-16
.874 HARTFORD FLOATING RATE F #3115   2023-02-10 2024-12-16
.251 JOHN HANCOCK FUNDS III- DISCIPLINED VALUE MID CAP FUND- IS #3633   2021-12-21 2024-12-16
. JPMORGAN EQUITY INCOME FUND CLASS I #3128   2024-10-09 2024-12-16
.568 JPMORGAN EQUITY INCOME FUND CLASS I #3128   2024-10-09 2024-12-16
.309 MFS INTERNATIONAL INTRINSIC VALUE FUND CLASS R6   2020-06-22 2024-12-16
.814 NYLI CANDRIAM EMERGING MARKETS EQUITY FUND CLASS R6 #6043   2023-02-10 2024-12-16
.076 T ROWE PRICE MID-CAP GROWTH FUND CLASS I #524   2021-12-21 2024-12-16
1.022 TCW EMERGING MARKETS INCOME FUND CLASS I #4721   2020-10-21 2024-12-16
.091 VANGUARD EXPLORER FD - ADM #5024   2022-01-18 2024-12-16
. VANGUARD BD INDEX FD INC TOT BD MKT INST   2019-03-07 2024-12-16
6.047 VANGUARD BD INDEX FD INC TOT BD MKT INST   2019-03-07 2024-12-16
.802 VANGUARD DEVELOPED MARKETS INDEX FUND - ADM #127   2022-01-18 2024-12-16
.167 VANGUARD INSTL INDEX FD SH BEN INT   2019-09-05 2024-12-16
.186 VANGUARD FTSE ALL-WORLD EX U.S. SMALL CAP INDEX FUND #2284   2022-09-21 2024-12-16
.222 VANGUARD EMERGING MARKETS STOCK INDEX FUND ADM #5533   2023-02-10 2024-12-16
.69 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADM #1943   2024-03-21 2024-12-16
.313 VANGUARD MID CAP INDEX FD CL I #864   2020-07-20 2024-12-16
24.575 BAIRD CORE PLUS BOND FUND INST #71   2022-01-18 2024-12-23
. COLUMBIA INTEGRATED LARGE CAP GROWTH FUND - INSTL #6968   2022-01-18 2024-12-23
137.062 COLUMBIA INTEGRATED LARGE CAP GROWTH FUND - INSTL #6968   2022-01-18 2024-12-23
13.662 DFA US SMALL CAP VALUE PORTFOLIO INSTL #5034   2024-03-25 2024-12-23
1.769 DODGE & COX INTERNATIONAL STOCK FUND CL I   2021-09-21 2024-12-23
19.959 DODGE & COX INCOME FUND CL I   2024-03-21 2024-12-23
.372 DODGE & COX STK FD COM   2019-09-05 2024-12-23
10.61 FEDERATED HERMES INSTITUTIONAL HIGH YIELD BOND FUND   2023-02-10 2024-12-23
.827 HARBOR FD CAP APPRECIATION FD   2021-12-21 2024-12-23
23.508 HARTFORD FLOATING RATE F #3115   2023-02-10 2024-12-23
33.246 HARTFORD FLOATING RATE F #3115   2023-02-10 2024-12-23
82.057 JOHN HANCOCK FUNDS III- DISCIPLINED VALUE MID CAP FUND- IS #363     2024-12-23
545.309 JOHN HANCOCK FUNDS III- DISCIPLINED VALUE MID CAP FUND- IS #36     2024-12-23
4. JPMORGAN EQUITY INCOME FUND CLASS I #3128   2024-10-09 2024-12-23
2.463 MFS INTERNATIONAL INTRINSIC VALUE FUND CLASS R6   2020-06-22 2024-12-23
5.683 NYLI CANDRIAM EMERGING MARKETS EQUITY FUND CLASS R6 #6043   2023-02-10 2024-12-23
.535 T ROWE PRICE MID-CAP GROWTH FUND CLASS I #524   2021-12-21 2024-12-23
7.157 TCW EMERGING MARKETS INCOME FUND CLASS I #4721   2020-10-21 2024-12-23
5.556 VANGUARD EXPLORER FD - ADM #5024   2022-01-18 2024-12-23
42.143 VANGUARD BD INDEX FD INC TOT BD MKT INST   2019-03-07 2024-12-23
5.749 VANGUARD DEVELOPED MARKETS INDEX FUND - ADM #127   2022-01-18 2024-12-23
18.702 VANGUARD INSTL INDEX FD SH BEN INT   2019-09-05 2024-12-23
1.345 VANGUARD FTSE ALL-WORLD EX U.S. SMALL CAP INDEX FUND #2284   2022-09-21 2024-12-23
1.588 VANGUARD EMERGING MARKETS STOCK INDEX FUND ADM #5533   2023-02-10 2024-12-23
4.81 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADM #1943   2024-03-21 2024-12-23
24.788 VANGUARD MID CAP INDEX FD CL I #864   2020-07-20 2024-12-23
26.608 BAIRD CORE PLUS BOND FUND INST #71   2022-01-18 2025-03-21
.286 BAIRD CORE PLUS BOND FUND INST #71   2022-01-18 2025-03-21
83.348 DODGE & COX INTERNATIONAL STOCK FUND CL I     2025-03-21
111.812 DODGE & COX INCOME FUND CL I   2024-03-21 2025-03-21
3.601 DODGE & COX STK FD COM   2019-09-05 2025-03-21
11.559 JPMORGAN EQUITY INCOME FUND CLASS I #3128   2024-10-09 2025-03-21
.043 JPMORGAN EQUITY INCOME FUND CLASS I #3128   2024-10-09 2025-03-21
102.873 MFS INTERNATIONAL INTRINSIC VALUE FUND CLASS R6     2025-03-21
.026 MFS INTERNATIONAL INTRINSIC VALUE FUND CLASS R6   2020-06-22 2025-03-21
196.422 NYLI CANDRIAM EMERGING MARKETS EQUITY FUND CLASS R6 #6043     2025-03-21
1807.043 NYLI CANDRIAM EMERGING MARKETS EQUITY FUND CLASS R6 #6043     2025-03-21
30.701 TCW EMERGING MARKETS INCOME FUND CLASS I #4721   2020-10-21 2025-03-21
25.604 TCW EMERGING MARKETS INCOME FUND CLASS I #4721   2020-10-21 2025-03-21
73.579 VANGUARD BD INDEX FD INC TOT BD MKT INST   2019-03-07 2025-03-21
.497 VANGUARD BD INDEX FD INC TOT BD MKT INST   2019-03-07 2025-03-21
222.699 VANGUARD DEVELOPED MARKETS INDEX FUND - ADM #127   2022-01-18 2025-03-21
11.491 VANGUARD FTSE ALL-WORLD EX U.S. SMALL CAP INDEX FUND #2284   2022-09-21 2025-03-21
271.908 VANGUARD EMERGING MARKETS STOCK INDEX FUND ADM #5533   2023-02-10 2025-03-21
26.616 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADM #1943   2024-03-21 2025-03-21
24.138 BAIRD CORE PLUS BOND FUND INST #71   2022-01-18 2025-03-24
.007 BAIRD CORE PLUS BOND FUND INST #71   2022-01-18 2025-03-24
. COLUMBIA INTEGRATED LARGE CAP GROWTH FUND - INSTL #6968   2022-01-18 2025-03-24
4.646 COLUMBIA INTEGRATED LARGE CAP GROWTH FUND - INSTL #6968   2022-01-18 2025-03-24
. DFA US SMALL CAP VALUE PORTFOLIO INSTL #5034   2024-03-25 2025-03-24
1.628 DFA US SMALL CAP VALUE PORTFOLIO INSTL #5034   2024-03-25 2025-03-24
1.527 DODGE & COX INTERNATIONAL STOCK FUND CL I   2022-01-18 2025-03-24
19.343 DODGE & COX INCOME FUND CL I   2024-03-21 2025-03-24
.354 DODGE & COX STK FD COM   2019-09-05 2025-03-24
10.502 FEDERATED HERMES INSTITUTIONAL HIGH YIELD BOND FUND   2023-02-10 2025-03-24
.887 HARBOR FD CAP APPRECIATION FD   2021-12-21 2025-03-24
6.11 HARTFORD FLOATING RATE F #3115   2023-02-10 2025-03-24
3.874 JPMORGAN EQUITY INCOME FUND CLASS I #3128   2024-10-09 2025-03-24
.001 JPMORGAN EQUITY INCOME FUND CLASS I #3128   2024-10-09 2025-03-24
1.906 MFS MID-CAP VALUE FUND CLASS R6 #4837   2024-12-23 2025-03-24
2.152 MFS INTERNATIONAL INTRINSIC VALUE FUND CLASS R6   2020-12-21 2025-03-24
.001 MFS INTERNATIONAL INTRINSIC VALUE FUND CLASS R6   2020-12-21 2025-03-24
.623 T ROWE PRICE MID-CAP GROWTH FUND CLASS I #524   2021-12-21 2025-03-24
7.092 TCW EMERGING MARKETS INCOME FUND CLASS I #4721   2020-10-21 2025-03-24
.002 TCW EMERGING MARKETS INCOME FUND CLASS I #4721   2020-10-21 2025-03-24
.733 VANGUARD EXPLORER FD - ADM #5024   2022-01-18 2025-03-24
41.318 VANGUARD BD INDEX FD INC TOT BD MKT INST   2019-03-07 2025-03-24
.013 VANGUARD BD INDEX FD INC TOT BD MKT INST   2019-03-07 2025-03-24
5.115 VANGUARD DEVELOPED MARKETS INDEX FUND - ADM #127   2022-01-18 2025-03-24
1.22 VANGUARD INSTL INDEX FD SH BEN INT   2019-09-05 2025-03-24
1.324 VANGUARD FTSE ALL-WORLD EX U.S. SMALL CAP INDEX FUND #2284   2022-09-21 2025-03-24
.812 VANGUARD EMERGING MARKETS STOCK INDEX FUND ADM #5533   2023-02-10 2025-03-24
4.689 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADM #1943   2024-03-21 2025-03-24
2.474 VANGUARD MID CAP INDEX FD CL I #864   2020-07-20 2025-03-24
80.678 AVANTIS EMERGING MARKETS EQUITY FUND INSTL   2025-03-21 2025-05-01
.06 AVANTIS EMERGING MARKETS EQUITY FUND INSTL   2025-03-21 2025-05-01
374.402 BAIRD CORE PLUS BOND FUND INST #71   2022-01-18 2025-05-01
.308 BAIRD CORE PLUS BOND FUND INST #71   2022-01-18 2025-05-01
73.474 COLUMBIA INTEGRATED LARGE CAP GROWTH FUND - INSTL #6968   2022-01-18 2025-05-01
.056 COLUMBIA INTEGRATED LARGE CAP GROWTH FUND - INSTL #6968   2022-01-18 2025-05-01
27.352 DFA US SMALL CAP VALUE PORTFOLIO INSTL #5034   2024-03-25 2025-05-01
.02 DFA US SMALL CAP VALUE PORTFOLIO INSTL #5034   2024-03-25 2025-05-01
23.772 DODGE & COX INTERNATIONAL STOCK FUND CL I   2022-01-18 2025-05-01
301.255 DODGE & COX INCOME FUND CL I   2024-03-21 2025-05-01
5.846 DODGE & COX STK FD COM     2025-05-01
163.577 FEDERATED HERMES INSTITUTIONAL HIGH YIELD BOND FUND   2023-02-10 2025-05-01
13.936 HARBOR FD CAP APPRECIATION FD   2021-12-21 2025-05-01
56.145 HARTFORD FLOATING RATE F #3115   2023-02-10 2025-05-01
39.618 HARTFORD FLOATING RATE F #3115   2023-02-10 2025-05-01
62.955 JPMORGAN EQUITY INCOME FUND CLASS I #3128   2024-10-09 2025-05-01
.048 JPMORGAN EQUITY INCOME FUND CLASS I #3128   2024-10-09 2025-05-01
31.241 MFS MID-CAP VALUE FUND CLASS R6 #4837   2024-12-23 2025-05-01
.022 MFS MID-CAP VALUE FUND CLASS R6 #4837   2024-12-23 2025-05-01
33.305 MFS INTERNATIONAL INTRINSIC VALUE FUND CLASS R6   2020-12-21 2025-05-01
.025 MFS INTERNATIONAL INTRINSIC VALUE FUND CLASS R6   2020-12-21 2025-05-01
10.044 T ROWE PRICE MID-CAP GROWTH FUND CLASS I #524   2021-12-21 2025-05-01
.007 T ROWE PRICE MID-CAP GROWTH FUND CLASS I #524   2021-12-21 2025-05-01
87.608 TCW EMERGING MARKETS INCOME FUND CLASS I #4721     2025-05-01
24.835 TCW EMERGING MARKETS INCOME FUND CLASS I #4721   2020-10-21 2025-05-01
12.083 VANGUARD EXPLORER FD - ADM #5024   2022-01-18 2025-05-01
.009 VANGUARD EXPLORER FD - ADM #5024   2022-01-18 2025-05-01
637.64 VANGUARD BD INDEX FD INC TOT BD MKT INST     2025-05-01
.533 VANGUARD BD INDEX FD INC TOT BD MKT INST   2019-03-07 2025-05-01
78.248 VANGUARD DEVELOPED MARKETS INDEX FUND - ADM #127   2022-01-18 2025-05-01
19.524 VANGUARD INSTL INDEX FD SH BEN INT   2019-09-05 2025-05-01
20.348 VANGUARD FTSE ALL-WORLD EX U.S. SMALL CAP INDEX FUND #2284   2022-09-21 2025-05-01
12.789 VANGUARD EMERGING MARKETS STOCK INDEX FUND ADM #5533     2025-05-01
71.906 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADM #1943   2024-03-21 2025-05-01
39.59 VANGUARD MID CAP INDEX FD CL I #864   2020-07-20 2025-05-01
75.393 AVANTIS EMERGING MARKETS EQUITY FUND INSTL   2025-03-21 2025-06-23
401.4 COLUMBIA INTEGRATED LARGE CAP GROWTH FUND - INSTL #6968     2025-06-23
1216.439 COLUMBIA INTEGRATED LARGE CAP GROWTH FUND - INSTL #6968     2025-06-23
97.823 DFA US SMALL CAP VALUE PORTFOLIO INSTL #5034   2024-03-25 2025-06-23
2.257 DFA US SMALL CAP VALUE PORTFOLIO INSTL #5034   2024-03-25 2025-06-23
7.734 DODGE & COX INTERNATIONAL STOCK FUND CL I   2022-01-18 2025-06-23
10.974 HARBOR FD CAP APPRECIATION FD   2021-12-21 2025-06-23
245.665 HARTFORD FLOATING RATE F #3115     2025-06-23
1857.108 HARTFORD FLOATING RATE F #3115     2025-06-23
9.52 HARTFORD FLOATING RATE F #3115   2023-02-10 2025-06-23
652.225 MFS MID-CAP VALUE FUND CLASS R6 #4837     2025-06-23
7.388 MFS INTERNATIONAL INTRINSIC VALUE FUND CLASS R6   2020-12-21 2025-06-23
.008 MFS INTERNATIONAL INTRINSIC VALUE FUND CLASS R6   2020-12-21 2025-06-23
51.953 T ROWE PRICE MID-CAP GROWTH FUND CLASS I #524     2025-06-23
163.441 T ROWE PRICE MID-CAP GROWTH FUND CLASS I #524     2025-06-23
49.899 VANGUARD EXPLORER FD - ADM #5024   2022-01-18 2025-06-23
.002 VANGUARD EXPLORER FD - ADM #5024   2022-01-18 2025-06-23
22.249 VANGUARD DEVELOPED MARKETS INDEX FUND - ADM #127   2022-01-18 2025-06-23
19.956 VANGUARD FTSE ALL-WORLD EX U.S. SMALL CAP INDEX FUND #2284   2022-09-21 2025-06-23
11.08 VANGUARD MID CAP INDEX FD CL I #864   2020-07-20 2025-06-23
4.505 AVANTIS EMERGING MARKETS EQUITY FUND INSTL   2025-03-21 2025-06-24
23.291 BAIRD CORE PLUS BOND FUND INST #71   2022-01-18 2025-06-24
1.248 DFA US SMALL CAP VALUE PORTFOLIO INSTL #5034   2024-03-25 2025-06-24
1.369 DODGE & COX INTERNATIONAL STOCK FUND CL I   2022-01-18 2025-06-24
18.618 DODGE & COX INCOME FUND CL I   2024-03-21 2025-06-24
.355 DODGE & COX STK FD COM   2020-03-23 2025-06-24
10.017 FEDERATED HERMES INSTITUTIONAL HIGH YIELD BOND FUND   2023-02-10 2025-06-24
.802 HARBOR FD CAP APPRECIATION FD   2021-12-21 2025-06-24
3.825 JPMORGAN EQUITY INCOME FUND CLASS I #3128   2024-10-09 2025-06-24
1.956 MFS INTERNATIONAL INTRINSIC VALUE FUND CLASS R6   2020-12-21 2025-06-24
6.808 TCW EMERGING MARKETS INCOME FUND CLASS I #4721   2020-11-30 2025-06-24
.551 VANGUARD EXPLORER FD - ADM #5024   2022-01-18 2025-06-24
39.745 VANGUARD BD INDEX FD INC TOT BD MKT INST   2020-06-22 2025-06-24
4.585 VANGUARD DEVELOPED MARKETS INDEX FUND - ADM #127   2022-01-18 2025-06-24
1.152 VANGUARD INSTL INDEX FD SH BEN INT   2019-09-05 2025-06-24
1.158 VANGUARD FTSE ALL-WORLD EX U.S. SMALL CAP INDEX FUND #2284   2022-09-21 2025-06-24
.741 VANGUARD EMERGING MARKETS STOCK INDEX FUND ADM #5533   2023-03-21 2025-06-24
4.483 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADM #1943   2024-03-21 2025-06-24
2.28 VANGUARD MID CAP INDEX FD CL I #864   2020-07-20 2025-06-24
9.52 HARTFORD FLOATING RATE F #3115   2025-06-30 2025-07-08
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 602   564 38
b 906   858 48
c 132   120 12
d 174   166 8
e 371   248 123
251   220 31
36   37 -1
334   348 -14
49   51 -2
170   178 -8
       
117   139 -22
670   639 31
1,279   713 566
240   262 -22
94   94  
94   88 6
73   69 4
86   77 9
240   229 11
94   64 30
91   86 5
94   80 14
       
46   46  
53   46 7
86   89 -3
57   51 6
53   55 -2
       
46   55 -9
73   70 3
389   413 -24
86   83 3
563   322 241
37   29 8
57   50 7
91   88 3
158   103 55
617   604 13
6,727   5,922 805
27,702   27,594 108
560   481 79
26   18 8
370   305 65
3   3  
91   92 -1
26   23 3
1,054   903 151
919   522 397
115   93 22
1,268   1,091 177
196   127 69
36   40 -4
14   14  
11   10 1
13   11 2
36   35 1
14   9 5
14   13 1
14   10 4
7   7  
8   7 1
       
14   15 -1
13   14 -1
9   8 1
8   9 -1
7   8 -1
11   10 1
       
58   64 -6
13   13  
84   45 39
5   5  
9   8 1
14   14  
24   15 9
246   280 -34
       
3,055   3,108 -53
660   628 32
88   83 5
246   250 -4
96   69 27
94   90 4
96   82 14
182   184 -2
258   260 -2
2,216   2,403 -187
14,729   14,277 452
96   104 -8
88   111 -23
59   53 6
54   61 -7
47   58 -11
638   606 32
399   444 -45
88   93 -5
9,221   5,058 4,163
38   33 5
59   54 5
94   95 -1
1,809   1,164 645
271   304 -33
3   3  
4,672   4,060 612
1,422   1,400 22
961   669 292
282   302 -20
1   1  
4,094   4,943 -849
1   1  
2,090   2,043 47
19,227   16,276 2,951
202   247 -45
169   206 -37
710   776 -66
5   5  
3,726   3,612 114
338   281 57
10,387   9,278 1,109
532   524 8
245   275 -30
       
       
96   105 -9
       
75   75  
86   76 10
245   242 3
96   66 30
93   89 4
96   88 8
47   48 -1
96   101 -5
       
60   61 -1
86   107 -21
       
60   71 -11
47   57 -10
       
75   80 -5
397   435 -38
       
86   83 3
575   330 245
39   32 7
31   28 3
93   92 1
180   116 64
963   974 -11
1   1  
3,793   4,272 -479
3   4 -1
1,482   1,666 -184
1   1  
1,158   1,257 -99
1   1  
1,326   1,181 145
3,796   3,772 24
1,483   845 638
1,446   1,390 56
1,483   1,378 105
424   438 -14
299   309 -10
1,482   1,642 -160
1   1  
926   995 -69
1   1  
1,325   1,659 -334
1   1  
926   1,152 -226
1   1  
563   705 -142
160   200 -40
1,158   1,317 -159
1   1  
6,140   7,014 -874
5   6 -1
1,326   1,269 57
8,899   5,280 3,619
603   497 106
482   429 53
1,446   1,417 29
2,781   1,859 922
982   910 72
8,795   8,641 154
26,652   20,015 6,637
4,489   4,495 -6
104   104  
460   384 76
1,285   1,085 200
1,872   1,894 -22
14,151   14,450 -299
73   74 -1
20,597   20,686 -89
309   368 -59
       
5,172   4,995 177
16,272   16,919 -647
5,164   5,440 -276
       
396   361 35
639   488 151
834   520 314
60   54 6
237   266 -29
58   57 1
83   68 15
237   233 4
95   42 53
90   85 5
95   79 16
95   100 -5
83   97 -14
45   57 -12
58   60 -2
383   461 -78
83   74 9
572   312 260
38   28 10
30   24 6
90   88 2
173   107 66
73   73  
      21,413
      21,413
      21,413
      21,413
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      21,413
      21,413
      21,413
      21,413
      21,413
      21,413
      21,413
      21,413
      21,413
      21,413
      21,413
      21,413
      21,413
      21,413
      21,413
      21,413
      21,413
      21,413
      21,413
      21,413
      21,413
      21,413
      21,413
      21,413
      21,413
      21,413
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       38
b       48
c       12
d       8
e       123
      31
      -1
      -14
      -2
      -8
       
      -22
      31
      566
      -22
       
      6
      4
      9
      11
      30
      5
      14
       
       
      7
      -3
      6
      -2
       
      -9
      3
      -24
      3
      241
      8
      7
      3
      55
      13
      805
      108
      79
      8
      65
       
      -1
      3
      151
      397
      22
      177
      69
      -4
       
      1
      2
      1
      5
      1
      4
       
      1
       
      -1
      -1
      1
      -1
      -1
      1
       
      -6
       
      39
       
      1
       
      9
      -34
       
      -53
      32
      5
      -4
      27
      4
      14
      -2
      -2
      -187
      452
      -8
      -23
      6
      -7
      -11
      32
      -45
      -5
      4,163
      5
      5
      -1
      645
      -33
       
      612
      22
      292
      -20
       
      -849
       
      47
      2,951
      -45
      -37
      -66
       
      114
      57
      1,109
      8
      -30
       
       
      -9
       
       
      10
      3
      30
      4
      8
      -1
      -5
       
      -1
      -21
       
      -11
      -10
       
      -5
      -38
       
      3
      245
      7
      3
      1
      64
      -11
       
      -479
      -1
      -184
       
      -99
       
      145
      24
      638
      56
      105
      -14
      -10
      -160
       
      -69
       
      -334
       
      -226
       
      -142
      -40
      -159
       
      -874
      -1
      57
      3,619
      106
      53
      29
      922
      72
      154
      6,637
      -6
       
      76
      200
      -22
      -299
      -1
      -89
      -59
       
      177
      -647
      -276
       
      35
      151
      314
      6
      -29
      1
      15
      4
      53
      5
      16
      -5
      -14
      -12
      -2
      -78
      9
      260
      10
      6
      2
      66
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 44,169
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) 1 842
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........................... 3 842
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- ..... 5 842
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 364
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.............. 7 364
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 9 478
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 arrowKS
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 arrowMidwest Institutional Trust Telephone no.right arrow (404) 255-1957

Located atright arrow10700 RESEARCH DRIVE SUITE 205WAUWATOSAWI ZIP+4right arrow53226
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)
Yes
 
(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
 
No
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
MIDWEST INSTITUTIONAL TRUST COMPANY TRUSTEE
1 		11,822    
10700 RESEARCH DRIVE SUITE 205
WAUWATOSA,WI53226
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
1,081,446
b
Average of monthly cash balances.......................
1b
15,404
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,096,850
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
1,096,850
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
16,453
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,080,397
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
54,020
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
54,020
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
842
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
842
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
53,178
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
53,178
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
53,178
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
46,395
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
46,395
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 53,178
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 46,347
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$ 46,395
a Applied to 2023, but not more than line 2a 46,347
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..... 48
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 .......... 		53,130
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or 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

PITTSBURG BEAUTIFUL

706 NORMAL ST
PITTSBURG,KS66762 		NONE PC FOR PARKS AND REC BAND DOME 2,847

4-H YOUTH DEVELOPMENT

120 E BUFFALO STREET
GIRARD,KS667431547 		NONE PC FOR BUILDING ROOF 18,500

GROW EDEN PRESCHOOL

207 S LOCUST ST
PITTSBURG,KS66762 		NONE PC FOR KITCHEN EQUIPMENT 25,000
Total .................................right arrow 3a 46,347
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 28,569  
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 44,169  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER REVENUE 		    14 173  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   72,911  
13Total. Add line 12, columns (b), (d), and (e)..................
13
72,911
(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 OtherAssetsSchedule
Name:
SKUBITZ LEON & DOROTHY FOUNDATION
EIN:
56-2606714
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INCOME 918 955 955


TY 2024 OtherDecreasesSchedule
Name:
SKUBITZ LEON & DOROTHY FOUNDATION
EIN:
56-2606714
Description Amount
2024 TRANSACTIONS POSTED IN 2025 871
WASHSALE ADJUSTMENTS 557


TY 2024 OtherExpensesSchedule
Name:
SKUBITZ LEON & DOROTHY FOUNDATION
EIN:
56-2606714
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-INCOME 48 0   48


TY 2024 OtherIncreasesSchedule
Name:
SKUBITZ LEON & DOROTHY FOUNDATION
EIN:
56-2606714
Description Amount
2023 TRANSACTIONS POSTED IN 2024 845
COST BASIS ADJUSTMENTS 112


TY 2024 TaxesSchedule
Name:
SKUBITZ LEON & DOROTHY FOUNDATION
EIN:
56-2606714
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 73 0   0
FEDERAL ESTIMATES - INCOME 364 0   0
FOREIGN TAXES ON QUALIFIED FOR 273 273   0
FOREIGN TAXES ON NONQUALIFIED 233 233   0