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.
right arrow

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 01-01-2024 , and ending 12-31-2024

Name of foundation
THE HUMAN FAMILY UNITY FOUNDATION
C/O ORBA

Number and street (or P.O. box number if mail is not delivered to street address)455 N CITYFRONT PLAZA SUITE 1500
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60611

A Employer identification number

82-3684391

B Telephone number (see instructions)

(312) 670-7444

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

$8,137,202J 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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	102,507
2	Check .............
3	Interest on savings and temporary cash investments	924		924
4	Dividends and interest from securities...	204,168		202,007
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		1,115,596
b	Gross sales price for all assets on line 6a 8,481,647
7	Capital gain net income (from Part IV, line 2)...			1,115,596
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	274	274
12	Total. Add lines 1 through 11........	1,423,469		1,318,801
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	15,565	7,783	7,782
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	52,830	52,830	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	16,705	6,705	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	5,651	5,651	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	90,751		72,969	7,782
25	Contributions, gifts, grants paid.......	1,087,980			1,087,980
26	Total expenses and disbursements. Add lines 24 and 25	1,178,731		72,969	1,095,762
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	244,738
b	Net investment income (if negative, enter -0-)			1,245,832
c	Adjusted net income (if negative, enter -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.............	124,300	653,411	653,411
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	163,835	List of Attached Documents: // Content 411,480	400,448
	b	Investments—corporate stock (attach schedule).......	4,522,824	List of Attached Documents: // Content 4,605,000	5,578,276
	c	Investments—corporate bonds (attach schedule).......	1,397,823	List of Attached Documents: // Content 1,194,446	1,182,471
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	813,680	List of Attached Documents: // Content 278,469	322,596
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	7,022,462	7,142,806	8,137,202
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	7,022,462	7,142,806
	29	Total net assets or fund balances (see instructions).....	7,022,462	7,142,806
	30	Total liabilities and net assets/fund balances (see instructions).	7,022,462	7,142,806

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) ...............

7,022,462

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

244,738

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

List of Attached Documents:

// Content

2,468

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

7,269,668

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

126,862

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

7,142,806

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	PUBLICLY TRADED SECURITIES
b
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	8,481,647	7,366,051	1,115,596
b
c
d
e

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			1,115,596
b
c
d
e

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	1,115,596
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	17,317
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	17,317
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	17,317
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	7,097
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	10,000
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	17,097
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	220
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax	Refunded	11

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

$ 0(2) On foundation managers. right arrow

$ 0

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

on foundation managers. right arrow

$ 0

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 . Click to see attachment

List of Attached Documents:

// Content

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

N/A

The books are in care of right arrow

CHRISTINE WOOD Telephone no. right arrow

(312) 670-7444

Located at right arrow

455 N CITYFRONT PLAZA SUITE 1500CHICAGOIL ZIP+4 right arrow

60611

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)

Yes

(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 ........

Yes

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? .................

Yes

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

List of Attached Documents:

// Content

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
CHRISTINE WOOD	CHAIR/TREASURER/SECRETARY 1.00	0	0	0
455 N CITYFRONT PLAZA DR SUITE 1500 CHICAGO,IL60611	CHAIR/TREASURER/SECRETARY 1.00	0	0	0

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


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...................

7,754,181

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

277,798

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

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

8,031,979

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.........................

8,031,979

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

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

120,480

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

7,911,499

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

395,575

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..................

395,575

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

17,317

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

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

17,317

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

378,258

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

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

378,258

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

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

378,258

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 ..........

1,095,762

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. .......

1,095,762

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					378,258
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......	42,360
c From 2021......	237,284
d From 2022......	257,167
e From 2023......	115,660
f Total of lines 3a through e ........		652,471
4Qualifying distributions for 2024 from Part
XI, line 4: $ 1,095,762
a Applied to 2023, but not more than line 2a				0
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.....					378,258
e Remaining amount distributed out of corpus		717,504
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		1,369,975
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 ......		1,369,975
10 Analysis of line 9:
a Excess from 2020....	42,360
b Excess from 2021....	237,284
c Excess from 2022....	257,167
d Excess from 2023....	115,660
e Excess from 2024....	717,504

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).)

CHRISTINE WOOD

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)

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
ASCS LEGACY FUND 277 S WASHINGTON ST ALEXANDRIA,VA22314	NONE	501(C)(3)	GENERAL FUND	27,150
CENTRAL HIGH SCHOOL FOUNDATION 1111 N 13TH ST STE 318 OMAHA,NE68102	NONE	501(C)(3)	GENERAL FUND	200,000
CHILDREN'S HEALTH DEFENSE 852 FRANKLIN AVE SUITE 511 FRANKLIN LAKES,NJ07417	NONE	501(C)(3)	GENERAL FUND	50,000
DEPT OF AMERICAN STUDIES - UW MADISON 702 WEST JOHNSON STREET STE 1101 MADISON,WI53715	NONE	501(C)(3)	GENERAL FUND	50,000
FOSTER 700 RAYOVAC DRIVE SUITE 122 MADISON,WI53711	NONE	501(C)(3)	GENERAL FUND	40,000
KARUNA CENTER FOR PEACE BUILDING PO BOX 727 GREENFIELD,MA01302	NONE	501(C)(3)	GENERAL FUND	82,000
NEW DIMENSIONS FOUNDATION 143 COLGAN AVE SANTA ROSA,CA95404	NONE	501(C)(3)	GENERAL FUND	30,000
OWN IT 6709 RAYMOND RD STE 110 MADISON,WI53719	NONE	NC	GENERAL FUND	5,000
STATE UNIVERSITY OF IOWA 424 FIELD HOUSE IOWA CITY,IA52242	NONE	501(C)(3)	GENERAL FUND	20,000
TENDING HOPE CIC 9 GARTNESS RD KILLEARN KILLEARN G639NT UK	NONE	NC	GENERAL FUND	404,830
THE BLACK STRING TRIAGE 1212 SOUTH LAYTON BOULEVARD MILWAUKEE,WI53215	NONE	501(C)(3)	GENERAL FUND	2,000
THE FARRINGTON ALUMNI COMMUNITY FOUNDATION PO BOX 4261 HONULULU,HI96812	NONE	501(C)(3)	GENERAL FUND	82,000
UNION MEMORIAL UNITED METHODIST CHURCH 1141 BELT AVE SAINT LOUIS,MI63112	NONE	501(C)(3)	GENERAL FUND	70,000
UNITERRA FOUNDATION 23 WILSON HILL RD COLRAIN,MA01340	NONE	501(C)(3)	GENERAL FUND	25,000
Total ................................. 3a				1,087,980

bApproved for future payment

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

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	924
4 Dividends and interest from securities ....			14	204,168
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 .....			01	274
8 Gain or (loss) from sales of assets other than inventory ............			18	1,115,596
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		1,320,962	0

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

1,320,962

(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

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

Name of the organization

THE HUMAN FAMILY UNITY FOUNDATION
C/O ORBA

Employer identification number

82-3684391

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization THE HUMAN FAMILY UNITY FOUNDATION C/O ORBA

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	CHRISTINE D WOOD 2213 LAKELAND AVE MADISON, WI53704	$ 102,507	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 3

Name of organization THE HUMAN FAMILY UNITY FOUNDATION C/O ORBA		Employer identification number 82-3684391

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	PUBLICLY TRADED SECURITIES	$ 102,507	2024-12-20
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 4


Name of organization THE HUMAN FAMILY UNITY FOUNDATION C/O ORBA			Employer identification number 82-3684391
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2024 AccountingFeesSchedule

Name:

THE HUMAN FAMILY UNITY FOUNDATION

C/O ORBA

EIN:

82-3684391

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEES	15,565	7,783		7,782

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 ExpenditureResponsibilityStmt

Name:

THE HUMAN FAMILY UNITY FOUNDATION

C/O ORBA

EIN:

82-3684391

Grantee's Name	Grantee's Address	Grant Date	Grant Amount	Grant Purpose	Amount Expended By Grantee	Any Diversion By Grantee?	Dates of Reports By Grantee	Date of Verification	Results of Verification
TENDING HOPE CIC	9 GARTNESS ROAD KILLEARN G63 9NT UK	2024-01-19	181,257	TO PROVIDE FUNDS TO TENDING HOPE SO THAT THE CONTINUING IMPACT OF COLONIAL AND POST-COLONIAL TRAUMA CAN BE MORE FULLY UNDERSTOOD AND TOOLS FOR HEALING MAY BE DISCERNED AND IMPLEMENTED. PREVIOUS RESEARCH HAS SHOWN THAT THE INTERSECTION AND FLOW AMONG INDIGENOUS POPULATIONS, COLONIZED POPULATIONS, AND COLONIZERS, WHO ARE HISTORICALLY ENTANGLED, ALSO ENTANGLES WITH DESCENDANTS AND POPULATIONS IN THE PAST, PRESENT AND FUTURE GENERATIONS. THESE ENTANGLEMENTS INFLUENCE PEOPLE AND THEIR ACTIONS INDIVIDUALLY AND COLLECTIVELY WITHIN FAMILIES, COMMUNITIES, AND NATIONS.	181,257	NONE NOTED, ADDITIONALLY AUDITED FINANCIAL STATEMENTS WERE PREPARED	12/31/24	2024-12-31	BASED ON PREVIOUS WORK WITH THE GRANTEE, THE ORGANIZATION HAS DETERMINED THAT VERIFICATION IS NOT REQUIRED OTHER THAN REVIEW OF SEMI-ANNUAL REPORTS. THE MOST RECENT REPORT RELATING TO THIS GRANT WAS RECEIVED IN DECEMBER 2024.
TENDING HOPE CIC	9 GARTNESS ROAD KILLEARN G63 9NT UK	2024-12-03	223,573	TO PROVIDE FUNDS TO TENDING HOPE SO THAT THE CONTINUING IMPACT OF COLONIAL AND POST-COLONIAL TRAUMA CAN BE MORE FULLY UNDERSTOOD AND TOOLS FOR HEALING MAY BE DISCERNED AND IMPLEMENTED. PREVIOUS RESEARCH HAS SHOWN THAT THE INTERSECTION AND FLOW AMONG INDIGENOUS POPULATIONS, COLONIZED POPULATIONS, AND COLONIZERS, WHO ARE HISTORICALLY ENTANGLED, ALSO ENTANGLES WITH DESCENDANTS AND POPULATIONS IN THE PAST, PRESENT AND FUTURE GENERATIONS. THESE ENTANGLEMENTS INFLUENCE PEOPLE AND THEIR ACTIONS INDIVIDUALLY AND COLLECTIVELY WITHIN FAMILIES, COMMUNITIES, AND NATIONS.	0	NONE NOTED, ADDITIONALLY AUDITED FINANCIAL STATEMENTS WERE PREPARED	12/31/24	2024-12-31	BASED ON PREVIOUS WORK WITH THE GRANTEE, THE ORGANIZATION HAS DETERMINED THAT VERIFICATION IS NOT REQUIRED OTHER THAN REVIEW OF SEMI-ANNUAL REPORTS. THE MOST RECENT REPORT RELATING TO THIS GRANT WAS RECEIVED IN DECEMBER 2024.

- TIN:

TY 2024 ExplnOfNonFilingWithAGStmt

Name:

THE HUMAN FAMILY UNITY FOUNDATION

C/O ORBA

EIN:

82-3684391

Statement:

THE FOUNDATION IS A DELAWARE CORPORATION AND IS NOT REQUIRED TO SUBMIT A COPY OF FORM 990-PF TO THE ATTORNEY GENERAL SINCE THE FOUNDATION DID NOT CONDUCT ANY ACTIVITIES IN THE STATE DURING THE TAX YEAR.

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

THE HUMAN FAMILY UNITY FOUNDATION

C/O ORBA

EIN:

82-3684391

Name of Bond	End of Year Book Value	End of Year Fair Market Value
TIAA-CREF SHORT DURATION IMPACT BD INSTL	15,161	15,449
ABBOTT LABORATOR 4.75%36 DUE 11/30/36	4,664	4,829
ABBVIE INC. 4.7%45 DUE 05/14/45	6,138	4,412
AEP TRANSMISSION 5.4%53 DUE 03/15/53	4,969	4,836
ALEXANDRIA REAL E 4.9%30 DUE 12/15/30	3,087	2,960
AMERICAN EXPRESS VAR 26 DUE 10/30/26	5,063	5,113
AMERICAN TOWER 3.125%27 DUE 01/15/27	5,354	4,906
AMGEN INC. 2.8%41 DUE 08/15/41	4,894	3,501
AMGEN INC. 5.25%33 DUE 03/02/33	5,011	5,022
ANTHEM, INC. 4.101%28 DUE 03/01/28	5,229	4,957
AON CORP / AON GL 3.9%52 DUE 02/28/52	3,483	3,732
AT&T INC. 4.75%46 DUE 05/15/46	5,631	4,380
BANK OF AMERICA C 3.5%26 DUE 04/19/26	5,311	4,955
BANK OF AMERICA C VAR 31 DUE 07/23/31	4,357	4,246
BANK OF MONTREA4.64% 30F DUE 09/10/30	4,061	3,983
BANK OF NOVA SC4.75% 26F DUE 02/02/26	4,949	5,101
BHP BILLITON F4.875% 26F DUE 02/27/26	5,058	5,096
BLACKROCK FDG INC 5%34 DUE 03/14/34	4,107	4,003
CARRIER GLOBAL 3.577%50 DUE 04/05/50	2,001	1,451
CHESTER CO PA H 2.024%29 SYST HLTH DUE 06/01/29	8,664	8,852
CITIGROUP INC 3.668 % DUE JUL 24, 2028	5,502	4,924
CNH INDUSTRIAL CA 4.5%27 DUE 10/08/27	2,008	2,002
COMCAST CORP 4.7%48 DUE 10/15/48	6,364	4,337
CUCAMONGA CA WTR 3.7%28 WTR UTIL DUE 09/01/28	16,922	14,777
CVS HEALTH CORP 5.05%48 DUE 03/25/48	6,350	4,159
ENBRIDGE INC. 2.5% 33F DUE 08/01/33	5,140	4,058
HONOLULU HAWAII 2.168%27 GO UTX DUE 08/01/27	15,200	14,331
JOHN DEERE CAPITA 5.1%34 DUE 04/11/34	6,207	6,047
JPMORGAN CHASE & VAR 28 DUE 02/01/28	10,812	9,936
LINCOLN NTNL COR 3.05%30 DUE 01/15/30	5,447	4,566
LOWE'S COMPANIES, 3.1%27 DUE 05/03/27	5,180	4,859
MEDTRONIC GLOBA4.25% 28F DUE 03/30/28	3,997	3,990
NEXTERA ENERGY CAPI 3%52 DUE 01/15/52	3,588	3,216
NORTHERN STATES P 3.6%47 DUE 09/15/47	5,474	3,771
NTNL RURAL UTILITIE 5%31 DUE 02/07/31	4,079	4,102
NY ST URB DEV CO 3.12%25 SPL TAX DUE 03/15/25	10,373	10,063
OHLONE CA CCD 1.975%25 COLL EDUC DUE 08/01/25	15,010	14,925
PNC FINL SVCS GRO VAR 27 DUE 01/26/27	4,854	5,082
PROLOGIS, INC. 1.25%30 DUE 10/15/30	4,299	4,104
PUBLIC SERVICE E 3.15%50 DUE 01/01/50	5,188	3,460
ROYAL BANK OF C1.15% 25F DUE 06/10/25	4,906	4,928
STARBUCKS CORP 4.75%26 DUE 02/15/26	5,003	5,100
THE GOLDMAN SACHS VAR 32 DUE 01/27/32	4,970	4,150
THE HOME DEPOT, 3.25%32 DUE 04/15/32	2,733	2,700
UNITED PARCEL SER 5.5%54 DUE 05/22/54	2,057	1,953
UNIV NC CHAPEL 2.479%25 PUB EDUC DUE 12/01/25	10,373	9,862
UNIVERSITY CALI 1.997%31 PUB EDUC DUE 05/15/31	8,803	8,497
WASTE MANAGEMEN 4.875%34 DUE 02/15/34	2,051	1,999
IMPAX HIGH YIELD BOND IN STITUTIONAL	904,364	914,789

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

THE HUMAN FAMILY UNITY FOUNDATION

C/O ORBA

EIN:

82-3684391

Name of Stock	End of Year Book Value	End of Year Fair Market Value
NVIDIA CORP	11,199	102,195
ISHARES ESG MSCI EM ETF	47,259	52,123
ISHARES ESG MSCI EAFE ETF IV	78,564	81,165
ISHARES ESG MSCI USA SMALL-CAP ETF	76,932	76,405
ISHARES ESG AWARE MSCI USA ETF IV	222,309	271,939
PERNOD RICARD SPONSORED ADR CMN	13,126	10,880
GENUINE PARTS CO	17,086	17,075
CONSTELLIUM SE F CLASS A	13,932	11,965
T D K CORP F SPONSORED ADR	10,934	10,951
GERDAU SA F SPONSORED ADR	13,001	11,756
PING AN INSURNCE GP F SPONSORED ADR	18,670	16,901
VALLEY NTNL BANC	10,463	10,133
NIKE INC CLASS B	11,969	11,487
MONDELEZ INTL CLASS A	14,726	12,762
MIDDLESEX WATER CO	13,144	10,684
BEIGENE LTD F SPONSORED ADR	11,519	9,790
JULIUS BAER GROUP LTD F SPONSORED ADR	10,476	12,594
EDWARDS LIFESCIENCES	12,525	12,955
CROWN CASTLE INTL CORP NEW	10,531	8,713
NOBLE CORP PLC F	16,202	12,434
CISCO SYSTEMS	15,794	20,246
DIAGEO PLC F SPONSORED ADR	17,147	15,128
UNITEDHEALTH GROUP	22,706	33,387
AUTODESK INC	11,803	12,118
LVMH MOET HENNESSY LOU F SPONSORED ADR	22,094	22,479
DSV AS UNSPONSORED ADR CMN	7,855	11,894
BIOMARIN PHARMACEUTICAL INC	11,259	10,583
VESTAS WIND SYS A/S F SPONSORED ADR	10,505	7,488
WALT DISNEY	24,060	21,811
KIMBERLY-CLARK CORP	10,426	11,507
EXELON CORP	12,378	12,459
INTEL	18,803	12,190
BANCO BILBAO VIZCAYA A F SPONSORED ADR	9,490	11,557
AMERN TOWER CORP REIT	13,442	11,472
TAKEDA PHARMA CO F SPONSORED ADR	17,756	16,921
HOME DEPOT	22,979	31,897
CME GROUP INC	10,333	12,140
JOHNSON & JOHNSON	29,208	27,478
EVERSOURCE ENERGY	13,665	13,439
ADOBE INC	17,714	16,453
PROLOGIS INC. REIT	18,591	15,749
ABBOTT LABORATORIES	16,591	19,907
NEWS CORPORATION CMN CLASS B	11,574	12,568
CATERPILLAR	8,009	17,775
ARGENX SE SPONSORED ADR CMN	9,043	14,760
INTUITIVE SURGICAL INC	10,776	22,444
RECKITT BENCKISE GP F SPONSORED ADR	15,347	14,989
EQUINIX INC REIT	9,477	12,258
THERMO FISHER SCNTFC	20,669	24,469
DAIICHI SANKYO CO F SPONSORED ADR	11,113	11,052
ZOETIS INC CLASS A	12,282	11,894
NOMURA HOLDINGS F SPONSORED ADR	13,880	14,753
LONZA GROUP AG F SPONSORED ADR	8,428	12,050
APPLE	139,249	206,346
TELSTRA GROUP LTD ADR CMN	14,209	14,371
WIPRO LTD F SPONSORED ADR	9,085	12,765
KRAFT HEINZ CO/THE	11,893	10,073
ALPHABET INC. CLASS A	94,570	132,321
VERIZON	20,039	16,596
VISA INC CLASS A	23,569	35,713
BRAMBLES LTD F SPONSORED ADR	10,563	14,406
A S E INDUSTRIAL HOLDI F UNSPONSORED ADR	9,395	14,491
AIA GROUP LTD F SPONSORED ADR	16,944	12,191
AIRPORTS OF THAILAND P F SPONSORED ADR	12,040	11,542
AKAMAI TECHNOLOGIES INC	12,995	12,721
AMADEUS IT GROUP S A F SPONSORED ADR	11,091	11,992
AMAZON.COM INC	83,919	120,445
AMERICAN EXPRESS	10,319	21,666
AMERICAN STATES WTR	12,475	11,658
AMPOL LTD F UNSPONSORED ADR	21,833	16,272
ANTHEM INC	14,179	12,174
ANZ GROUP HOLDINGS LTD ADR CMN	14,914	14,776
APPLIED INDL TECH INC	10,908	11,255
ARGAN INC	10,601	11,100
ARISTA NETWORKS INC	5,862	15,916
ATLAS COPCO AB SPONS ADR NEW REPSTG COM SER-A	14,345	14,555
AUTOMATIC DATA PROCESSNG INC	12,764	17,068
BANCOLOMBIA S.A. F SPONSORED ADR	12,362	12,052
BANK HAPOALIM B M F SPONSORED ADR	6,756	9,144
BARCLAYS PLC	11,655	12,240
BAYERISCHE MOTOREN WER F UNSPONSORED ADR	16,605	16,659
BIO RAD LAB A	11,616	11,826
BIOGEN INC	13,846	10,246
BLACKROCK FNDG INC	14,751	17,427
BLACKSTONE GROUP INC COM CL A	17,212	17,587
BOOKING HOLDINGS INC	9,214	19,874
C S W INDUSTRIALS INC	14,731	14,112
CHARLES SCHWAB CORP	7,156	11,916
CHINA MERCHANTS BK F SPONSORED ADR	13,605	13,535
CIGNA CORP	10,740	11,874
COMMERCIAL METALS CO	13,035	10,962
COMMONWEALTH BANK AUST F SPONSORED ADR	23,862	30,516
COMPASS GROUP PLC SPONSORED ADR CMN	9,388	14,377
DANAHER CORP	16,588	19,075
DBS GROUP HOLDINGS LIM F SPONSORED ADR	10,849	13,572
DEERE & CO	8,234	12,334
DELEK US HLDGS INC NEW COM	16,666	14,042
DENSO CORP F SPONSORED ADR	21,398	19,278
DEUTSCHE WOHNEN A G F UNSPONSORED ADR	8,366	3,611
DNB ASA F SPONSORED ADR	16,243	16,318
DR. ING. H.C. F. PORSCHE AKTIE ADR CMN	10,388	8,274
ERICSSON F SPONSORED ADR	10,914	10,277
ESSILORLUXOTTICA F SPONSORED ADR	10,916	15,204
FAST RETAILING CO F SPONSORED ADR	9,402	13,732
FIFTH THIRD BANCORP	12,617	12,283
FISERV INC	10,016	18,693
FOX CORPORATION CMN CLASS B	12,806	15,140
GIVAUDAN SA F SPONSORED ADR	15,463	14,107
GOLDMAN SACHS GROUP	11,424	23,477
GSK PLC ADR CMN	19,235	15,867
GUIDEWIRE SOFTWARE	11,083	9,946
HALEON PLC ADR CMN	11,749	13,051
HDFC BANK LIMITED SPONSORED ADR CMN	13,451	14,113
HEXAGON AB ADR	13,256	11,377
HILTON WORLDWIDE HLD	9,683	19,031
HITACHI 10 COM NEW ADR	8,220	19,289
HONG KONG EXC & CLR F SPONSORED ADR	15,123	14,524
ICICI BANK LTD	12,922	17,647
INDUSTRIA DE DISENO TE F SPONSORED ADR	13,586	18,979
INFINEON TECH AG F SPONSORED ADR	9,042	10,864
INFORMA P L C F SPONSORED ADR	7,826	9,411
INGERSOLL-RAND INC CMN	8,978	12,483
INSMED INC 00500	13,659	12,841
INTESA SANPAOLO S P A	9,794	15,891
IQVIA HOLDINGS INC	17,034	15,721
J SAINSBURY PLC F SPONSORED ADR	11,695	11,283
JEFFERIES FINANCIAL GROUP INC CMN	11,084	13,328
KAISER ALUMINUM CORP	14,367	13,211
KNIGHT-SWIFT TRANSPORTATION HO CMN	13,568	13,419
KYVERNA THERAPEUTICS INC	4,207	2,966
L OREAL CO F SPONSORED ADR	22,838	19,081
LAM RESEARCH CORP	16,017	17,173
LIBERTY MEDIA CORP-LIB-NEW-C CMN	10,894	12,509
LONDON STOCK EXCHANGE F SPONSORED ADR	10,296	14,526
M & T BANK CORP	11,360	10,905
MALAYAN BANKING BERHAD F SPONSORED ADR	8,178	8,609
MASTERCARD INC CLASS A	19,224	29,488
MICROSOFT	102,171	177,452
MOODYS CORP	6,810	11,834
MURATA MFG CO LTD F SPONSORED ADR	15,211	11,338
N V R INC	8,569	8,179
NINTENDO CO LTD ADR NEW	10,365	12,304
NOVOZYMES AS UNSPONSORED ADR CMN	11,503	10,460
NVIDIA CORP	35,503	184,514
ORMAT TECHNOLOGIES	11,210	9,955
OVERSEA CHINESE F SPONSORED ADR	10,577	12,381
PAR PACIFIC HOLDINGS	11,089	10,719
PATRICK ENTERPRISES INC	12,187	11,216
PNC FINL SERVICES	10,930	14,849
PROGRESSIVE CO OHIO	7,349	13,897
PROSUS N V SPONSORED ADR	10,644	12,783
PRUDENTIAL FINL	8,895	11,379
PRYSMIAN SPA F SPONSORED ADR	12,005	10,349
PUBLICIS S A NEW	12,612	13,132
QUALCOMM INC	17,081	22,582
RECRUIT CO., LTD. F UNSPONSORED ADR	7,951	15,954
REGENERON PHARMS INC	15,154	14,247
RELIANCE STEEL & ALUMINUM CO	10,560	12,655
SALESFORCE	18,733	28,787
SCHNEIDER ELECTRIC SE	14,289	23,778
SEEK LTD F SPONSORED ADR	14,317	13,190
SHIN ETSU CHEM CO LTD ADR	17,930	13,926
SIKA AG ADR CMN	18,294	14,885
SINGAPORE AIRLS LTD ADR	12,779	12,441
STRYKER CORP	10,139	14,436
SUMITOMO MITSUI TR HLDGS INC	14,953	14,725
SWISS LIFE HLDG F UNSPONSORED ADR	9,750	11,121
SWISS RE LTD	10,930	15,518
SYNCHRONY FINANCIAL CMN	12,145	15,600
TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS	18,890	45,364
TEVA PHARMACEUTICAL IN F SPONSORED ADR	10,724	14,062
TEXAS PACIFIC LAND CORPORATION	10,817	11,060
TOKIO MARINE HOLDINGS F SPONSORED ADR	9,765	15,993
TOKYO ELECTRON LTD F SPONSORED ADR	19,355	13,966
UNICREDIT SPA F SPONSORED ADR	5,359	14,246
UNITIL CORP	11,523	10,513
US FOODS HOLDING CORP	11,178	12,278
VERTIV HOLDINGS CO	10,567	10,566
VITESSE ENERGY INC	12,734	13,700
WAL-MART DE MEXICO SAB DE CV SPONSORED ADR REPSTG SER V SHS	16,193	11,431
WEG S.A. SPONSORED ADR	11,630	11,046
WEST PHARMACEUTICAL SERVICES INC	11,099	11,792
WOLTERS KLUWER N V F SPONSORED ADR	10,307	11,391
YANDEX N V F CLASS A	11,211	5,540
ZURICH INSURANCE GROUP F SPONSORED ADR	12,614	15,320
TRIMAS CORP	11,249	11,361
HONDA MOTOR CO LTD F SPONSORED ADR	24,521	21,184
WEYERHAEUSER CO REIT	12,621	11,401
UNITED MICROELECTRONIC F SPONSORED ADR	12,029	10,929
NORTHWEST NATURAL HOLDIN	10,179	10,800
HP INC.	10,313	9,415
REALTY INCOME CORP MD SBI	11,136	11,804
PACCAR INC	10,259	13,592
DAIMLER AG F UNSPONSORED ADR	17,746	13,751
TRAVELERS	10,432	11,804
HSBC HLDGS PLC F SPONSORED ADR	17,830	22,356
AT&T	13,838	18,148
INTERCONTINENTAL EXC	9,552	12,964
ECOLAB INC	9,739	12,923
SOLARIS OILFIELD INFRASTRUCTUR CL A	10,904	24,463
VAXCYTE INC	11,233	11,051
CONSTELLATION BRANDS INC CL A	11,077	9,945
SFL CORP LTD F	14,993	13,777
AGILENT TECHNOLOGIES	11,080	11,171
SIMON PPTY GROUP REIT	10,529	12,571
VIATRIS INC CMN	11,292	11,989
U S BANCORP	14,122	15,659
INTUIT	14,654	18,227
ROPER TECHNOLOGIES INC	9,146	9,877
HERMES INTERNATIONAL SA UNSPONSORED ADR CMN	13,731	15,776
MARSH & MC LENNAN CO	11,971	12,745
MUELLER INDS INC	9,806	11,190
EVOLUTION PETROLEUM	10,557	10,638
SPX TECHNOLOGIES INC	10,704	10,477
MONOLITHIC POWER SYS	9,696	8,894
SEMPRA ENERGY	15,565	18,551
CHESAPEAKE UTIL CORP	10,938	12,931
PERKINELMER INC	9,292	9,933
UBER TECHNOLOGIES INC	15,301	13,270
SITIO ROYALTIES CORP NEW CLASS A	19,507	17,358
BYD CO LTD F SPONSORED ADR	10,575	13,050
ESCO TECHNOLOGIES	10,167	13,055
CLOUDFLARE INC CLASS A	10,155	13,675
AIRBNB INC CL A	10,354	9,987
CHUBB LTD F	9,932	11,088
KOSMOS ENERGY LTD	22,560	15,202
DR REDDY S LABORATORIE F SPONSORED ADR	11,593	13,422
CLEAN HARBORS INC	10,702	12,658
ANTA SPORTS PRODUCT F SPONSORED ADR	12,184	10,672
CINTAS CORP	9,195	14,799
HECLA MINING CO	9,919	8,730
TRANE TECHNOLOGIES PLC	11,291	12,558
SONY CORP F SPONSORED ADR	15,172	18,071
SUMITOMO MITSUI FINL00 F SPONSORED ADR	11,467	17,939
COMCAST CORP CLASS A	19,630	18,727
VULCAN MATERIALS CO NEW (HOLDING COMPANY)	10,804	12,090
TEXAS INSTRS INC	21,626	22,314
ANHEUSER BUSCH INBEV S F SPONSORED ADR	14,019	12,818
AVIENT CORP	15,970	13,532
MICROCHIP TECHNOLOGY	16,478	12,216
BANQUE PARIBAS F SPONSORED ADR	12,809	10,991
DEXCOM INC	11,283	12,132
MCKESSON CORP	12,607	15,977
FAIR ISAAC INTL CORP	8,000	9,955
CHIPOTLE MEXICAN GRL	10,691	12,965
CARRIER GLOBAL CORPORATION CMN	9,238	11,505
PAYCHEX, INC. CMN	11,487	11,498
ARTHUR J GALLAGHER&C	10,242	10,219
CROWDSTRIKE HLDGS INC	6,635	12,318
KLA-TENCOR CORP	15,198	15,123
BOSTON SCIENTIFIC CO	11,369	19,650
CHAMPIONX CORP	10,941	10,930
PALO ALTO NETWORKS	9,100	14,557
EMERSON ELECTRIC CO	9,603	12,641
TJX COMPANIES INC	16,297	19,692
FUJIFILM HLDGS CORP F SPONSORED ADR	12,934	11,260
WABTEC	9,450	10,996
SNOWFLAKE INC	17,553	19,147
COPART INC	8,874	12,568
REX AMERN RESOURCES CORP	10,700	10,881
SYNOPSYS INC	11,717	12,619
MORGAN STANLEY	13,336	18,104
CITIZENS FINL GP	9,955	13,522
T-MOBILE US INC	12,242	18,762
APOLLO GLOBAL MANAGEMENT INC CMN	11,244	18,002
TRACTOR SUPPLY COMP	10,507	10,612
REGIONS FINL CO	9,108	12,004
KELLOGG CO	11,391	11,417
ORACLE CORP	14,426	20,663
TRIP COM GROUP LTD	14,448	15,243
GO DADDY GROUP INC CLASS A	10,601	19,145
INFOSYS LTD F SPONSORED ADR	10,534	13,152
CORNING INC	8,674	12,878
DEUTSCHE TELEKOM AG F SPONSORED ADR	13,072	14,865
3I GROUP PLC F SPONSORED ADR	8,285	12,805
QUANTA SERVICES INC	8,552	13,274
IBM	12,354	19,345
CADENCE DESIGN SYS	9,868	12,920
WELLTOWER INC REIT	14,873	14,367
PUBLIC STORAGE REIT	12,812	11,379
IRON MOUNTAIN US HOLDING REIT	8,397	11,429
TRUIST FINL CORP	8,097	11,713
STANDARD BK GROUP F SPONSORED ADR	8,726	10,764
FORTINET INC	10,972	12,755
OTSUKA HLDGS CO LTD F SPONSORED ADR	9,350	10,322
UNITED UTILTIES F SPONSORED ADR	11,577	11,761
BELDEN INC	10,673	10,139
CANON INC F SPONSORED ADR	10,941	10,986
COLGATE-PALMOLIVE CO	13,879	12,546
DOORDASH INC CLASS A	7,321	11,407
ALLIANZ SE F UNSPONSORED ADR	14,295	13,651
SAP SE F SPONSORED ADR	15,992	29,299
CHURCH & DWIGHT CO INC	10,510	10,785
DOVER CORP	10,448	10,881
PULTEGROUP INC	6,544	9,493
HUBBELL INC	9,616	10,053
WOORI FINL GROUP INC F UNSPONSORED ADR	14,735	13,250
MARTIN MARIETTA MATR	11,540	10,330
SYSCO CORP	12,039	12,539
GLOBE LIFE INC CMN	8,498	12,044
GEELY AUTOMOBL HLDG F SPONSORED ADR	8,426	12,982
APPLIED MATERIALS	19,322	21,467
ABB LTD F SPONSORED ADR	15,973	24,814
NVENT ELECTRIC PLC F	10,755	9,747
LENNAR CORPORATION CMN CLASS B	10,710	8,722

- TIN:

TY 2024 InvestmentsGovtObligationsSch

Name:

THE HUMAN FAMILY UNITY FOUNDATION

C/O ORBA

EIN:

82-3684391

US Government Securities - End of Year Book Value:

411,480

US Government Securities - End of Year Fair Market Value:

400,448

State & Local Government Securities - End of Year Book Value:

State & Local Government Securities - End of Year Fair Market Value:

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

THE HUMAN FAMILY UNITY FOUNDATION

C/O ORBA

EIN:

82-3684391

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
CREATION IV	AT COST	102,896	123,376
CREATION V	AT COST	175,573	199,220

- TIN:

TY 2024 OtherDecreasesSchedule

Name:

THE HUMAN FAMILY UNITY FOUNDATION

C/O ORBA

EIN:

82-3684391

Description	Amount
BASIS ADJUSTMENT	126,862

- TIN:

TY 2024 OtherExpensesSchedule

Name:

THE HUMAN FAMILY UNITY FOUNDATION

C/O ORBA

EIN:

82-3684391

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
K-1 INVESTMENT FEES	5,418	5,418		0
MISCELLANEOUS EXPENSES	233	233		0

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

THE HUMAN FAMILY UNITY FOUNDATION

C/O ORBA

EIN:

82-3684391

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
K1 INVESTMENTS	274	274	274

- TIN:

TY 2024 OtherIncreasesSchedule

Name:

THE HUMAN FAMILY UNITY FOUNDATION

C/O ORBA

EIN:

82-3684391

Description	Amount
NONDIVIDEND DISTRIBUTIONS	2,468

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

THE HUMAN FAMILY UNITY FOUNDATION

C/O ORBA

EIN:

82-3684391

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MGMT FEES	52,830	52,830		0

- TIN:

TY 2024 TaxesSchedule

Name:

THE HUMAN FAMILY UNITY FOUNDATION

C/O ORBA

EIN:

82-3684391

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAX	6,705	6,705		0
FEDERAL EXCISE TAX PAID	10,000	0		0