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
BUDD ORPHANS' HOME TUA

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1558 DEPT EA5W86
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, OH43216

A Employer identification number

25-6136848

B Telephone number (see instructions)

(330) 384-7300

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

$2,498,405J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

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


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	53,329		53,328
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		275,841
b	Gross sales price for all assets on line 6a 733,529
7	Capital gain net income (from Part IV, line 2)...			275,841
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).......	List of Attached Documents: // Content	136	136
12	Total. Add lines 1 through 11........	329,306		329,305
13	Compensation of officers, directors, trustees, etc.	30,064		15,032		15,032
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	4,236	0	0	4,236
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	4,205	160		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).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	38,505		15,192	0	19,268
25	Contributions, gifts, grants paid.......	110,642				110,642
26	Total expenses and disbursements. Add lines 24 and 25	149,147		15,192	0	129,910
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	180,159
b	Net investment income (if negative, enter -0-)			314,113
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

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

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............		300	300
	2	Savings and temporary cash investments.........	82,168	73,906	73,906
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	1,036,499
	c	Investments—corporate bonds (attach schedule).......	437,325
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........		1,661,870	2,424,199
	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)	1,555,992	1,736,076	2,498,405
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,555,992	1,736,076
	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).....	1,555,992	1,736,076
	30	Total liabilities and net assets/fund balances (see instructions).	1,555,992	1,736,076

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

1,555,992

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

180,159

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

List of Attached Documents:

// Content

1,192

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

1,737,343

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

1,267

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

1,736,076

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	15. ALPHABET INC		2014-03-10	2024-01-17
b	15. AMAZON.COM INC		2017-09-19	2024-01-17
c	10. AMERICAN EXPRESS COMPANY		2019-08-29	2024-01-17
d	4. ANTHEM INC		2022-10-11	2024-01-17
e	24. APPLE COMPUTER		2010-01-22	2024-01-17
	3. BLACKROCK INC		2015-03-04	2024-01-17
	1. BOOKING HLDGS INC		2021-09-15	2024-01-17
	12. CAPITAL ONE FINANCIAL CORP W/1		2015-05-15	2024-01-17
	5. CATERPILLAR INC.		2021-03-16	2024-01-17
	2. COSTCO WHOLESALE CORP		2013-10-21	2024-01-17
	21. EDWARDS LIFESCIENCES CORP		2018-12-06	2024-01-17
	15. FISERV INC		2017-09-19	2024-01-17
	5. HOME DEPOT INC.		2015-03-04	2024-01-17
	6. HONEYWELL INTL INC COM		2013-08-01	2024-01-17
	8. ILLINOIS TOOL WORKS INC COM		2017-05-12	2024-01-17
	12. J P MORGAN CHASE & CO		2015-05-15	2024-01-17
	14. JOHNSON & JOHNSON CO		2001-08-16	2024-01-17
	4. ELI LILLY & CO		2020-03-17	2024-01-17
	3. LOCKHEED MARTIN (COMMON STOCK)		2015-12-03	2024-01-17
	11. MICROSOFT CORP		1996-04-17	2024-01-17
	4. NORTHROP GRUMMAN CORP W/1 RT/SH		2017-05-12	2024-01-17
	8. NVIDIA CORP		2019-12-02	2024-01-17
	2. O'REILLY AUTOMOTIVE INC		2018-09-18	2024-01-17
	4. PARKER HANNIFIN CORP		2020-11-25	2024-01-17
	2058.47 PIMCO FDS		2018-02-27	2024-01-17
	4. PIONEER NAT RES CO COM		2022-06-09	2024-01-17
	11. PROCTER & GAMBLE CO		2020-03-17	2024-01-17
	14. PROLOGIS INC (REIT)		2020-06-02	2024-01-17
	3. S&P GLOBAL INC		2017-09-19	2024-01-17
	45. SYSCO CORP		2020-06-02	2024-01-17
	13. TEXAS INSTRUMENTS INC.		2010-01-21	2024-01-17
	3. THERMO ELECTRON CORP W/1 RT/SH		2018-08-09	2024-01-17
	9. UNION PACIFIC CORP		2012-05-31	2024-01-17
	15. VALERO ENERGY		2013-10-21	2024-01-17
	349.49 VANGUARD INFLATION PROTECTED SECURITIES FUND - ADMIRAL SHARES		2013-06-04	2024-01-17
	6. VISA INC		2015-12-03	2024-01-17
	13. AMAZON.COM INC		2018-10-09	2024-02-02
	5. AMERICAN EXPRESS COMPANY		2019-08-29	2024-02-02
	3. ANTHEM INC		2022-10-11	2024-02-02
	12. APPLE COMPUTER		2010-01-22	2024-02-02
	5. AUTOMATIC DATA PROCESSING		2023-04-20	2024-02-02
	12. AUTOMATIC DATA PROCESSING		2020-04-07	2024-02-02
	1. BLACKROCK INC		2015-03-04	2024-02-02
	10. CAPITAL ONE FINANCIAL CORP W/1		2016-02-26	2024-02-02
	1. CHIPOTLE MEXICAN GRILL INC CLASS A		2021-03-16	2024-02-02
	2. COSTCO WHOLESALE CORP		2013-10-21	2024-02-02
	31. CROWN CASTLE INC		2017-05-12	2024-02-02
	15. FISERV INC		2018-09-18	2024-02-02
	3. HOME DEPOT INC.		2015-03-04	2024-02-02
	10. HUMANA INC W/1 RT/SH		2022-06-09	2024-02-02
	4. ILLINOIS TOOL WORKS INC COM		2017-05-12	2024-02-02
	14. J P MORGAN CHASE & CO		2015-05-15	2024-02-02
	6. JOHNSON & JOHNSON CO		2001-08-16	2024-02-02
	4. ELI LILLY & CO		2020-03-17	2024-02-02
	5. MICROSOFT CORP		1996-04-17	2024-02-02
	42. NIKE INC CL B		2019-12-05	2024-02-02
	4. NVIDIA CORP		2019-12-02	2024-02-02
	2. O'REILLY AUTOMOTIVE INC		2018-09-18	2024-02-02
	3. PARKER HANNIFIN CORP		2020-11-25	2024-02-02
	15. PIONEER NAT RES CO COM		2023-04-20	2024-02-02
	25. PIONEER NAT RES CO COM		2022-06-09	2024-02-02
	13. PROCTER & GAMBLE CO		2020-03-17	2024-02-02
	3. S&P GLOBAL INC		2017-09-19	2024-02-02
	7. TEXAS INSTRUMENTS INC.		2010-01-21	2024-02-02
	3. THERMO ELECTRON CORP W/1 RT/SH		2018-08-09	2024-02-02
	5. UNION PACIFIC CORP		2012-05-31	2024-02-02
	16. VALERO ENERGY		2013-10-21	2024-02-02
	12. AMERICAN EXPRESS COMPANY		2019-12-05	2024-02-27
	1. ANTHEM INC		2023-04-20	2024-02-27
	3. ANTHEM INC		2022-10-11	2024-02-27
	12. APPLE COMPUTER		2010-01-22	2024-02-27
	1. BLACKROCK INC		2015-03-04	2024-02-27
	6. CATERPILLAR INC.		2022-04-06	2024-02-27
	11. CHEVRONTEXACO CORP		2003-01-28	2024-02-27
	27. EDWARDS LIFESCIENCES CORP		2018-12-13	2024-02-27
	14. FISERV INC		2018-09-18	2024-02-27
	6. HOME DEPOT INC.		2015-03-04	2024-02-27
	8. ILLINOIS TOOL WORKS INC COM		2017-05-12	2024-02-27
	17. J P MORGAN CHASE & CO		2015-05-15	2024-02-27
	14. JOHNSON & JOHNSON CO		2001-08-16	2024-02-27
	7. MICROSOFT CORP		1996-04-17	2024-02-27
	3. NORTHROP GRUMMAN CORP W/1 RT/SH		2017-05-12	2024-02-27
	8. NVIDIA CORP		2019-12-02	2024-02-27
	2. O'REILLY AUTOMOTIVE INC		2018-09-18	2024-02-27
	47. PNC FINANCIAL CORP		2023-11-27	2024-02-27
	4. PARKER HANNIFIN CORP		2020-11-25	2024-02-27
	6. S&P GLOBAL INC		2017-09-19	2024-02-27
	16. TESLA INC		2023-04-20	2024-02-27
	10. TESLA INC		2023-10-09	2024-02-27
	50. TESLA INC		2021-03-16	2024-02-27
	15. TEXAS INSTRUMENTS INC.		2010-01-21	2024-02-27
	4. THERMO ELECTRON CORP W/1 RT/SH		2018-08-09	2024-02-27
	5. UNION PACIFIC CORP		2012-05-31	2024-02-27
	22. VALERO ENERGY		2013-10-21	2024-02-27
	6. AMERICAN EXPRESS COMPANY		2019-12-05	2024-03-04
	5. ANTHEM INC		2023-04-20	2024-03-04
	9. ANTHEM INC		2023-10-09	2024-03-04
	42. CAPITAL ONE FINANCIAL CORP W/1		2016-02-26	2024-03-04
	4. CATERPILLAR INC.		2022-04-06	2024-03-04
	71.95 E V ATLANTA CAP SMID CAP I		2009-11-20	2024-03-04
	10. EDWARDS LIFESCIENCES CORP		2018-12-13	2024-03-04
	26.61 FEDERATED HERMES EQUITY FDS		2020-03-11	2024-03-04
	15. FISERV INC		2018-09-18	2024-03-04
	4. HONEYWELL INTL INC COM		2013-10-21	2024-03-04
	7. JOHNSON & JOHNSON CO		2001-08-16	2024-03-04
	6. NVIDIA CORP		2020-03-11	2024-03-04
	2. O'REILLY AUTOMOTIVE INC		2018-09-18	2024-03-04
	34. PROLOGIS INC (REIT)		2020-11-25	2024-03-04
	2. S&P GLOBAL INC		2017-09-19	2024-03-04
	8. TEXAS INSTRUMENTS INC.		2010-01-21	2024-03-04
	4. THERMO ELECTRON CORP W/1 RT/SH		2018-12-06	2024-03-04
	16. VALERO ENERGY		2013-10-21	2024-03-04
	83.76 VANGUARD INDEX FDS		2013-08-01	2024-03-04
	3. VERTEX PHARMACEUTICAL INC		2023-05-22	2024-03-04
	2. UNITEDHEALTH GROUP INC		2024-02-27	2024-04-01
	43. UNITEDHEALTH GROUP INC		2015-12-03	2024-04-01
	.25 GE VERNOVA INC.		2023-05-22	2024-04-16
	67.85 MFS SER TR XIII		2023-06-06	2024-05-28
	236.97 MFS SER TR XIII		2020-03-17	2024-05-28
	2. NVIDIA CORP		2020-03-11	2024-05-28
	5. ADOBE SYS INC W/1 RT/SH		2023-03-31	2024-06-03
	9. AMAZON.COM INC		2018-10-09	2024-06-03
	7. AMERICAN EXPRESS COMPANY		2019-12-05	2024-06-03
	13. APPLE COMPUTER		2010-01-22	2024-06-03
	1. BLACKROCK INC		2015-03-04	2024-06-03
	4. CATERPILLAR INC.		2022-06-09	2024-06-03
	1. COSTCO WHOLESALE CORP		2013-10-21	2024-06-03
	30.06 E V ATLANTA CAP SMID CAP I		2009-11-20	2024-06-03
	14. EDWARDS LIFESCIENCES CORP		2018-12-13	2024-06-03
	27.32 FEDERATED HERMES EQUITY FDS		2020-03-11	2024-06-03
	8. FISERV INC		2018-09-18	2024-06-03
	4. HOME DEPOT INC.		2015-03-04	2024-06-03
	3. ILLINOIS TOOL WORKS INC COM		2017-05-12	2024-06-03
	3. JOHNSON & JOHNSON CO		2001-08-16	2024-06-03
	3. ELI LILLY & CO		2020-04-07	2024-06-03
	6. MICROSOFT CORP		1996-04-17	2024-06-03
	29. NEXTERA ENERGY, INC		2014-12-15	2024-06-03
	2. NORTHROP GRUMMAN CORP W/1 RT/SH		2017-05-12	2024-06-03
	4. NVIDIA CORP		2020-03-11	2024-06-03
	1. O'REILLY AUTOMOTIVE INC		2018-09-18	2024-06-03
	4. PARKER HANNIFIN CORP		2020-11-25	2024-06-03
	12. PEPSICO INC		2016-02-26	2024-06-03
	2. SYNOPSYS INC W/1 RT/SH		2023-06-06	2024-06-03
	5. TEXAS INSTRUMENTS INC.		2010-01-21	2024-06-03
	20.85 TOUCHSTONE FDS GROUP TR		2020-03-11	2024-06-03
	2. UNION PACIFIC CORP		2012-05-31	2024-06-03
	14. VALERO ENERGY		2013-10-21	2024-06-03
	19.47 VANGUARD INDEX FDS		2013-08-01	2024-06-03
	4. VERTEX PHARMACEUTICAL INC		2023-05-22	2024-06-03
	6. VISA INC		2015-12-03	2024-06-03
	9. AMERICAN EXPRESS COMPANY		2019-12-05	2024-06-14
	29. APPLE COMPUTER		2010-01-22	2024-06-14
	43.88 FEDERATED HERMES EQUITY FDS		2020-03-11	2024-06-14
	11. FISERV INC		2018-09-18	2024-06-14
	6. GE VERNOVA INC.		2023-05-22	2024-06-14
	7. JOHNSON & JOHNSON CO		2001-08-16	2024-06-14
	50. NEXTERA ENERGY, INC		2014-12-15	2024-06-14
	116. NVIDIA CORP		2020-03-11	2024-06-14
	3. S&P GLOBAL INC		2018-06-05	2024-06-14
	2. SYNOPSYS INC W/1 RT/SH		2023-06-06	2024-06-14
	5. TEXAS INSTRUMENTS INC.		2010-01-21	2024-06-14
	33.83 VANGUARD INDEX FDS		2013-08-01	2024-06-14
	3. VERTEX PHARMACEUTICAL INC		2023-05-22	2024-06-14
	2. ADOBE SYS INC W/1 RT/SH		2023-03-31	2024-06-27
	5. APPLE COMPUTER		2010-01-22	2024-06-27
	63. COMCAST CORP NEW		2023-10-09	2024-06-27
	42. COMCAST CORP NEW		2024-02-27	2024-06-27
	144. COMCAST CORP NEW		2023-05-22	2024-06-27
	45. DISNEY (WALT) CO		2023-11-27	2024-06-27
	54. DISNEY (WALT) CO		2024-01-17	2024-06-27
	5. J P MORGAN CHASE & CO		2015-05-15	2024-06-27
	2. ELI LILLY & CO		2020-04-07	2024-06-27
	54.00003 LOWES COMPANIES INC		2024-03-04	2024-06-27
	4.99997 LOWES COMPANIES INC		2024-03-04	2024-06-27
	5. MCDONALDS CORP		2008-11-14	2024-06-27
	3. MICROSOFT CORP		1996-04-17	2024-06-27
	16. NEXTERA ENERGY, INC		2014-12-15	2024-06-27
	31. NVIDIA CORP		2020-03-11	2024-06-27
	2. PARKER HANNIFIN CORP		2020-11-25	2024-06-27
	2. SYNOPSYS INC W/1 RT/SH		2023-06-06	2024-06-27
	3. VERTEX PHARMACEUTICAL INC		2023-05-22	2024-06-27
	8. VISA INC		2015-12-03	2024-06-27
	24. ZOETIS INC		2023-11-27	2024-06-27
	47. ZOETIS INC		2024-01-17	2024-06-27
	866.57 VANGUARD INFLATION PROTECTED SECURITIES FUND - ADMIRAL SHARES		2013-07-01	2024-07-09
	50000. NIKE INC		2021-02-19	2024-07-10
	11. APPLE COMPUTER		2010-01-22	2024-07-12
	5. MICROSOFT CORP		1996-04-17	2024-07-12
	32. NVIDIA CORP		2020-03-11	2024-07-12
	2. ADOBE SYS INC W/1 RT/SH		2023-03-31	2024-08-22
	11. APPLE COMPUTER		2010-01-22	2024-08-22
	1. BLACKROCK INC		2015-03-04	2024-08-22
	1. BOOKING HLDGS INC		2021-09-15	2024-08-22
	3. CATERPILLAR INC.		2022-06-09	2024-08-22
	9. CHEVRONTEXACO CORP		2019-08-29	2024-08-22
	70. CHIPOTLE MEXICAN GRILL INC CLASS A		2021-03-16	2024-08-22
	12. FISERV INC		2020-03-17	2024-08-22
	12. GE VERNOVA INC.		2023-10-09	2024-08-22
	2.5 GE VERNOVA INC.		2024-02-27	2024-08-22
	13.5 GE VERNOVA INC.		2023-05-22	2024-08-22
	5. HOME DEPOT INC.		2015-03-04	2024-08-22
	4. ILLINOIS TOOL WORKS INC COM		2020-03-17	2024-08-22
	12. J P MORGAN CHASE & CO		2016-02-26	2024-08-22
	33. JOHNSON & JOHNSON CO		2001-08-16	2024-08-22
	3. ELI LILLY & CO		2020-04-07	2024-08-22
	6. MCDONALDS CORP		2008-11-14	2024-08-22
	6. MICROSOFT CORP		1996-04-17	2024-08-22
	25. NEXTERA ENERGY, INC		2014-12-15	2024-08-22
	3. NORTHROP GRUMMAN CORP W/1 RT/SH		2017-05-12	2024-08-22
	131. NVIDIA CORP		2020-03-11	2024-08-22
	2. PARKER HANNIFIN CORP		2020-11-25	2024-08-22
	13. PEPSICO INC		2016-02-26	2024-08-22
	1. S&P GLOBAL INC		2018-06-05	2024-08-22
	16. SALESFORCE.COM INC		2023-03-31	2024-08-22
	4. SYNOPSYS INC W/1 RT/SH		2023-06-06	2024-08-22
	76. TARGET CORP		2024-03-04	2024-08-22
	7. TEXAS INSTRUMENTS INC.		2010-01-21	2024-08-22
	44. US BANCORP DEL NEW		2024-01-17	2024-08-22
	5. UNION PACIFIC CORP		2012-05-31	2024-08-22
	5. VERTEX PHARMACEUTICAL INC		2023-05-22	2024-08-22
	9. VISA INC		2015-12-03	2024-08-22
	3. ADOBE SYS INC W/1 RT/SH		2023-03-31	2024-09-12
	16. AMERICAN EXPRESS COMPANY		2019-12-05	2024-09-12
	11. APPLE COMPUTER		2010-01-22	2024-09-12
	50. CHIPOTLE MEXICAN GRILL INC CLASS A		2021-03-16	2024-09-12
	68. EDWARDS LIFESCIENCES CORP		2018-12-13	2024-09-12
	8. J P MORGAN CHASE & CO		2016-02-26	2024-09-12
	52. NVIDIA CORP		2020-03-17	2024-09-12
	11. SYNOPSYS INC W/1 RT/SH		2023-10-09	2024-09-12
	2. SYNOPSYS INC W/1 RT/SH		2023-06-06	2024-09-12
	8. VISA INC		2015-12-03	2024-09-12
	7. APPLE COMPUTER		2010-01-22	2024-09-17
	32. CHIPOTLE MEXICAN GRILL INC CLASS A		2022-04-06	2024-09-17
	6. MCDONALDS CORP		2008-11-14	2024-09-17
	51. NVIDIA CORP		2020-03-17	2024-09-17
	50000. BB&T CORP SR MEDIUM TERM NTS BOOK ENTRY		2020-02-20	2024-10-26
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	2,111	453	1,658
b	2,261	863	1,398
c	1,803	1,208	595
d	1,914	1,879	35
e	4,371	170	4,201
	2,347	1,109	1,238
	3,476	2,368	1,108
	1,511	892	619
	1,389	1,088	301
	1,363	235	1,128
	1,536	1,134	402
	2,053	960	1,093
	1,775	576	1,199
	1,184	485	699
	2,009	1,100	909
	2,005	787	1,218
	2,245	773	1,472
	2,517	546	1,971
	1,371	650	721
	4,268	72	4,196
	1,905	991	914
	4,490	422	4,068
	1,987	676	1,311
	1,820	1,096	724
	14,759	23,000	-8,241
	869	1,128	-259
	1,646	1,295	351
	1,763	1,382	381
	1,308	466	842
	3,362	2,571	791
	2,098	316	1,782
	1,614	701	913
	2,118	502	1,616
	1,904	597	1,307
	8,000	9,375	-1,375
	1,595	474	1,121
	2,214	1,214	1,000
	1,023	604	419
	1,485	1,409	76
	2,222	85	2,137
	1,237	1,083	154
	2,968	2,824	144
	787	370	417
	1,351	676	675
	2,450	1,511	939
	1,406	235	1,171
	3,337	2,760	577
	2,164	1,204	960
	1,058	345	713
	3,812	4,843	-1,031
	1,014	550	464
	2,444	918	1,526
	941	331	610
	2,674	553	2,121
	2,038	33	2,005
	4,196	3,994	202
	2,604	211	2,393
	2,085	676	1,409
	1,517	822	695
	3,448	3,197	251
	5,747	6,642	-895
	2,052	1,531	521
	1,355	466	889
	1,106	170	936
	1,641	701	940
	1,238	279	959
	2,198	637	1,561
	2,604	1,416	1,188
	506	451	55
	1,518	1,481	37
	2,169	85	2,084
	800	370	430
	1,944	1,292	652
	1,666	347	1,319
	2,335	1,473	862
	2,100	1,124	976
	2,245	691	1,554
	2,073	1,100	973
	3,097	1,115	1,982
	2,249	773	1,476
	2,839	46	2,793
	1,369	743	626
	6,296	454	5,842
	2,142	676	1,466
	6,870	6,305	565
	2,118	1,096	1,022
	2,563	931	1,632
	3,233	2,979	254
	2,021	2,530	-509
	10,104	14,035	-3,931
	2,477	364	2,113
	2,258	934	1,324
	1,274	279	995
	3,172	875	2,297
	1,317	708	609
	2,519	2,307	212
	4,534	4,074	460
	5,751	2,362	3,389
	1,358	871	487
	2,902	839	2,063
	872	546	326
	1,332	1,012	320
	2,259	1,204	1,055
	797	323	474
	1,115	386	729
	5,225	381	4,844
	2,146	676	1,470
	4,541	3,373	1,168
	853	358	495
	1,382	194	1,188
	2,326	955	1,371
	2,330	637	1,693
	8,901	4,078	4,823
	1,267	1,020	247
	979	1,043	-64
	21,059	6,683	14,376
	34	22	12
	1,082	1,073	9
	3,777	3,792	-15
	2,245	127	2,118
	2,208	1,906	302
	1,596	841	755
	1,648	826	822
	2,519	92	2,427
	774	370	404
	1,313	899	414
	815	118	697
	1,213	351	862
	1,225	764	461
	1,339	1,040	299
	1,182	642	540
	1,314	460	854
	716	413	303
	443	166	277
	2,491	432	2,059
	2,470	39	2,431
	2,288	726	1,562
	905	495	410
	4,554	254	4,300
	956	338	618
	2,039	1,096	943
	2,059	1,178	881
	1,106	894	212
	968	121	847
	1,126	708	418
	457	112	345
	2,149	557	1,592
	2,060	948	1,112
	1,869	1,360	509
	1,615	474	1,141
	2,027	1,062	965
	6,149	205	5,944
	2,143	1,670	473
	1,624	942	682
	1,004	520	484
	1,016	386	630
	3,642	1,252	2,390
	15,187	737	14,450
	1,306	610	696
	1,174	894	280
	970	121	849
	3,503	1,647	1,856
	1,448	1,020	428
	1,087	762	325
	1,069	35	1,034
	2,398	2,761	-363
	1,599	1,698	-99
	5,481	5,914	-433
	4,593	4,257	336
	5,511	5,165	346
	996	304	692
	1,808	288	1,520
	11,847	12,863	-1,016
	1,097	1,215	-118
	1,289	287	1,002
	1,362	20	1,342
	1,177	401	776
	3,859	197	3,662
	1,003	548	455
	1,192	894	298
	1,422	1,020	402
	2,154	631	1,523
	4,235	4,325	-90
	8,293	9,011	-718
	19,940	22,625	-2,685
	47,346	53,722	-6,376
	2,546	78	2,468
	2,271	33	2,238
	4,170	203	3,967
	1,133	762	371
	2,494	78	2,416
	862	370	492
	3,764	2,368	1,396
	1,028	674	354
	1,307	1,059	248
	3,780	2,115	1,665
	2,024	1,068	956
	2,201	1,148	1,053
	459	318	141
	2,476	1,173	1,303
	1,843	576	1,267
	983	628	355
	2,585	693	1,892
	5,312	4,487	825
	2,872	432	2,440
	1,736	345	1,391
	2,533	39	2,494
	1,983	626	1,357
	1,528	743	785
	16,768	775	15,993
	1,173	548	625
	2,276	1,276	1,000
	499	203	296
	4,171	3,189	982
	2,226	1,789	437
	12,106	11,713	393
	1,460	170	1,290
	1,928	1,776	152
	1,222	279	943
	2,419	1,700	719
	2,408	710	1,698
	1,732	1,143	589
	4,068	1,888	2,180
	2,438	78	2,360
	2,788	1,526	1,262
	4,582	3,709	873
	1,650	462	1,188
	6,192	281	5,911
	5,384	5,508	-124
	979	894	85
	2,265	631	1,634
	1,514	50	1,464
	1,862	991	871
	1,763	345	1,418
	5,991	276	5,715
	50,000	52,125	-2,125
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000
			4,000

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			1,658
b			1,398
c			595
d			35
e			4,201
			1,238
			1,108
			619
			301
			1,128
			402
			1,093
			1,199
			699
			909
			1,218
			1,472
			1,971
			721
			4,196
			914
			4,068
			1,311
			724
			-8,241
			-259
			351
			381
			842
			791
			1,782
			913
			1,616
			1,307
			-1,375
			1,121
			1,000
			419
			76
			2,137
			154
			144
			417
			675
			939
			1,171
			577
			960
			713
			-1,031
			464
			1,526
			610
			2,121
			2,005
			202
			2,393
			1,409
			695
			251
			-895
			521
			889
			936
			940
			959
			1,561
			1,188
			55
			37
			2,084
			430
			652
			1,319
			862
			976
			1,554
			973
			1,982
			1,476
			2,793
			626
			5,842
			1,466
			565
			1,022
			1,632
			254
			-509
			-3,931
			2,113
			1,324
			995
			2,297
			609
			212
			460
			3,389
			487
			2,063
			326
			320
			1,055
			474
			729
			4,844
			1,470
			1,168
			495
			1,188
			1,371
			1,693
			4,823
			247
			-64
			14,376
			12
			9
			-15
			2,118
			302
			755
			822
			2,427
			404
			414
			697
			862
			461
			299
			540
			854
			303
			277
			2,059
			2,431
			1,562
			410
			4,300
			618
			943
			881
			212
			847
			418
			345
			1,592
			1,112
			509
			1,141
			965
			5,944
			473
			682
			484
			630
			2,390
			14,450
			696
			280
			849
			1,856
			428
			325
			1,034
			-363
			-99
			-433
			336
			346
			692
			1,520
			-1,016
			-118
			1,002
			1,342
			776
			3,662
			455
			298
			402
			1,523
			-90
			-718
			-2,685
			-6,376
			2,468
			2,238
			3,967
			371
			2,416
			492
			1,396
			354
			248
			1,665
			956
			1,053
			141
			1,303
			1,267
			355
			1,892
			825
			2,440
			1,391
			2,494
			1,357
			785
			15,993
			625
			1,000
			296
			982
			437
			393
			1,290
			152
			943
			719
			1,698
			589
			2,180
			2,360
			1,262
			873
			1,188
			5,911
			-124
			85
			1,634
			1,464
			871
			1,418
			5,715
			-2,125

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	275,841
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	4,366
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	4,366
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	4,366
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	2,000
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	2,450
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	4,450
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
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	84
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax84	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

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

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

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

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

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

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

on foundation managers. right arrow

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

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

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

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

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

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

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

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

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

By language in the governing instrument, or

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

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

Yes

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

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

Yes

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

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

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

Yes

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

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

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

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

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

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

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

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

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

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

Yes

Website address right arrow

The books are in care of right arrow

HUNTINGTON NATIONAL BANK Telephone no. right arrow

(330) 384-7300

Located at right arrow

PO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+4 right arrow

43216

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)

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)

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

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

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

1a(6)

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

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

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

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

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

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

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

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

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

If "Yes," list the years right arrow

20, 20, 20, 20

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

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

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

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

20, 20, 20, 20

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

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

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

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

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

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

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

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

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

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

Form 990-PF (2024)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

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

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

5a(2)

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

5a(3)

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

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

5a(4)

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

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

5a(5)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Part VII

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

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

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
HUNTINGTON NATIONAL BANK	TRUSTEE 1	30,064
PO BOX 1558 DEPT EA5W86 COLUMBUS,OH43216	TRUSTEE 1	30,064

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

2,373,492

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

55,082

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

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

2,428,574

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

2,428,574

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

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

36,429

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

2,392,145

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

119,607

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

119,607

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

4,366

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

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

4,366

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

115,241

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

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

115,241

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

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

115,241

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 ..........

129,910

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. .......

129,910

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					115,241
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......	3,411
b From 2020......	2,049
c From 2021......	0
d From 2022......	45,273
e From 2023......	6,503
f Total of lines 3a through e ........		57,236
4Qualifying distributions for 2024 from Part
XI, line 4: $ 129,910
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.....					115,241
e Remaining amount distributed out of corpus		14,669
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		71,905
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) ...		3,411
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		68,494
10 Analysis of line 9:
a Excess from 2020....	2,049
b Excess from 2021....	0
c Excess from 2022....	45,273
d Excess from 2023....	6,503
e Excess from 2024....	14,669

Form 990-PF (2024)

Page 10

Part XIII

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

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

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

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

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

Part XIV

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

1Information Regarding Foundation Managers:

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

NONE

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

NONE

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2024)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
CHILDREN'S AID SOCIETY OF MERCER COUNTY 350 WEST MARKET ST MERCER,PA16137	NONE	PC	GENERAL OPERATING	55,321
MERCER COUNTY JUVENILE ADVISORY COUNCIL INC 107 NORTH DIAMOND STE 200 MERCER,PA16137	NONE	PC	GENERAL OPERATING	55,321
Total ................................. 3a				110,642

bApproved for future payment

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

Form 990-PF (2024)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	53,329
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	275,841
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aOTHER INCOME			1	136
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				329,306

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

329,306

(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

Category	Amount	Net Investment Income
FOREIGN TAXES	71	71
FEDERAL TAX PAYMENT - PRIOR YE	2,045	0
FEDERAL ESTIMATES - PRINCIPAL	2,000	0
FOREIGN TAXES ON NONQUALIFIED	89	89

Description	Amount
PY PURCHASE OF ACCRUED INTEREST	227
MUTUAL FUND TIMING ADJUSTMENT	965