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 JOYCE L WOLF FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)234 TOWER ROAD
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
LINCOLN, MA01773

A Employer identification number

87-6718183

B Telephone number (see instructions)

(781) 558-5432

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

$4,904,466J 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)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	119,593		118,234
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		105,114
b	Gross sales price for all assets on line 6a 1,363,206
7	Capital gain net income (from Part IV, line 2)...			105,114
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).......
12	Total. Add lines 1 through 11........	224,707		223,348
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	13,233	6,616	6,617
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	20,152	20,152	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	4,188	2,742	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	37,573		29,510	6,617
25	Contributions, gifts, grants paid.......	331,000			331,000
26	Total expenses and disbursements. Add lines 24 and 25	368,573		29,510	337,617
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-143,866
b	Net investment income (if negative, enter -0-)			193,838
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.............	809
	2	Savings and temporary cash investments.........	122,336	75,817	75,817
	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)	631,834	List of Attached Documents: // Content 625,722	625,722
	b	Investments—corporate stock (attach schedule).......	2,804,343	List of Attached Documents: // Content 3,037,468	3,037,468
	c	Investments—corporate bonds (attach schedule).......	1,136,406	List of Attached Documents: // Content 1,102,542	1,102,542
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	100,211	List of Attached Documents: // Content 62,917	62,917
	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)	4,795,939	4,904,466	4,904,466
	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	4,795,939	4,904,466
	29	Total net assets or fund balances (see instructions).....	4,795,939	4,904,466
	30	Total liabilities and net assets/fund balances (see instructions).	4,795,939	4,904,466

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

4,795,939

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

-143,866

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

List of Attached Documents:

// Content

252,393

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

4,904,466

Decreases not included in line 2 (itemize) right arrow

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

4,904,466

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
1 a	PUBLICLY TRADED SECURITIES	P
b	CAPITAL GAIN DISTRIBUTION	P
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	1,363,069	1,258,092	104,977
b	137		137
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			104,977
b			137
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	105,114
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

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

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	2,694
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	2,694
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	2,694
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	700
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	6,100
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	6,800
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	19
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	4,087
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax4,087	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

$ 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 .

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

N/A

The books are in care of right arrow

JULIE A WOLF Telephone no. right arrow

(781) 257-5272

Located at right arrow

234 TOWER ROADLINCOLNMA ZIP+4 right arrow

01773

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

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

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

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

16 No

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

Form 990-PF (2024)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

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

Yes

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

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

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

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

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

1a(5)

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

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

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

1a(6)

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

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

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

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

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

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

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

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

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

If "Yes," list the years right arrow

20, 20, 20, 20

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

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

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

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

20, 20, 20, 20

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

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

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

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

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

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

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

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

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

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

Form 990-PF (2024)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

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

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

5a(2)

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

5a(3)

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

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

5a(4)

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

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

5a(5)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Part VII

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

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

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
JULIE A WOLF	TRUSTEE 0.50	0	0	0
234 TOWER ROAD LINCOLN,MA01773	TRUSTEE 0.50	0	0	0
SCOTT WOLF	TRUSTEE 0.50	0	0	0
234 TOWER ROAD LINCOLN,MA01773	TRUSTEE 0.50	0	0	0
BRIAN D BIXBY	TRUSTEE 0.50	0	0	0
234 TOWER ROAD LINCOLN,MA01773	TRUSTEE 0.50	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...................

4,856,401

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

183,738

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

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

5,040,139

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

5,040,139

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

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

75,602

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

4,964,537

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

248,227

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

248,227

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

2,694

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

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

2,694

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

245,533

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

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

245,533

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

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

245,533

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 ..........

337,617

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. .......

337,617

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					245,533
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......
c From 2021......
d From 2022......	228,736
e From 2023......	39,458
f Total of lines 3a through e ........		268,194
4Qualifying distributions for 2024 from Part
XI, line 4: $ 337,617
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.....					245,533
e Remaining amount distributed out of corpus		92,084
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		360,278
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 ......		360,278
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....
c Excess from 2022....	228,736
d Excess from 2023....	39,458
e Excess from 2024....	92,084

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).)

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
BETH ISRAEL LAHEY HEALTH 529 MAIN ST 4TH FL CHARLESTOWN,MA02129		PC	CHARITABLE OPERATIONS	44,000
BRIGHAM AND WOMEN'S HOSPITAL INC 399 REVOLUTION DR SOMERVILLE,MA02145		PC	CHARITABLE OPERATIONS	70,000
CEDAR-SINAI MEDICAL CENTER 8700 BEVERLY BLVD WEST HOLLYWOOD,CA90048		PC	CHARITABLE OPERATIONS	50,000
COMPTON GIRLS CLUB 650 E 135TH ST LOS ANGELES,CA90059		PC	CHARITABLE OPERATIONS	15,000
FOUNDATION OF THE NATIONAL STUDENT NURSES' ASSOCIATION 45 MAIN STREET 606 BROOKLYN,NY11201		PC	CHARITABLE OPERATIONS	23,000
HOLLYWOOD-SUNSET FREE CLINIC 3324 W SUNSET BOULEVARD LOS ANGELES,CA90026		PC	CHARITABLE OPERATIONS	15,000
VENICE FAMILY CLINIC 604 ROSE AVENUE VENICE,CA90291		PC	CHARITABLE OPERATIONS	15,000
VISTA DEL MAR CHILD AND FAMILY SERVICES 3200 MOTOR AVE LOS ANGELES,CA90034		PC	CHARITABLE OPERATIONS	15,000
FOUNDATION FOR NURSING ADVANCEMENT IN MA PO BOX 285 MILTON,MA02186		PC	CHARITABLE OPERATIONS	84,000
Total ................................. 3a				331,000

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 ...........
4 Dividends and interest from securities ....			14	119,593
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	105,114
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		224,707	0

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

224,707

(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:

TY 2024 AccountingFeesSchedule

Name:

THE JOYCE L WOLF FOUNDATION

EIN:

87-6718183

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	13,233	6,616		6,617

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

THE JOYCE L WOLF FOUNDATION

EIN:

87-6718183

Name of Bond	End of Year Book Value	End of Year Fair Market Value
CITIGROUP INC.	10,986	10,986
GOLDMAN SACHS INT	9,963	9,963
CHARTER COMMUNI	10,772	10,772
AIR LEASE CORP	10,489	10,489
AMERICAN TOWER C	10,312	10,312
TEVA PHARMACEUT	9,600	9,600
AECOM	9,888	9,888
NAVIENT CORP	10,753	10,753
GENERAL MOTORS FI	10,201	10,201
FISERV, INC.	9,714	9,714
CROWN CASTLE INC.	10,643	10,643
U.S. BANCORP VAR	10,228	10,228
COMMONSPIRIT HE	10,246	10,246
DIAMONDBACK ENERG	10,208	10,208
MORGAN STANLEY VAR	9,745	9,745
CAMPBELL SOUP C	10,503	10,503
THE BOEING CO	9,841	9,841
BALL CORP	12,806	12,806
HCA HEALTHCARE, I	9,950	9,950
WELLS FARGO & CO VAR	9,950	9,950
CELANESE US HOLD	10,354	10,354
UNITED RENTALS	12,478	12,478
OCCIDENTAL PETR	9,956	9,956
SONOCO PRODUCTS	10,161	10,161
ENERGY TRANSFER	10,658	10,658
PNC FINL SVCS GRO VAR	9,736	9,736
JPMORGAN CHASE & VAR	9,511	9,511
BANK OF AMERICA C VAR	8,996	8,996
MICROSOFT CORP	9,235	9,235
VERIZON COMMUNIC	9,200	9,200
NJ ECON DEV AUT	9,519	9,519
CALIFORNIA ST	17,730	17,730
MIAMI-DADE CN FL	13,308	13,308
FHLMC RC1546	18,028	18,028
FHLMC ZS9776	9,405	9,405
FNMA PL FS2050	12,893	12,893
FNMA PL CB3596	78,320	78,320
FHLMC SD1818	56,078	56,078
FNMA PL FS3698	10,212	10,212
FNMA PL FS3686	22,761	22,761
FHLMC SD2319	55,756	55,756
FNMA PL FS6883	9,951	9,951
FHLMC RA9270	24,404	24,404
FNMA PL MA5072	18,181	18,181
FNMA PL FS7160	9,310	9,310
MGM RESORTS INTE	9,575	9,575
CVS HEALTH CORP	9,965	9,965
EQUINIX, INC.	10,113	10,113
TRUIST FINL CORP VAR	10,087	10,087
ENCOMPASS HEALTH	9,463	9,463
EXPAND ENERGY C	9,783	9,783
NUSTAR LOGISTIC	10,025	10,025
L3HARRIS TECHNOL	10,005	10,005
DUKE ENERGY CORP	10,256	10,256
KB HOME	9,653	9,653
FORD MOTOR CO	9,659	9,659
BROADCOM INC.	1,935	1,935
MURPHY OIL CORP	10,546	10,546
DISCOVER FINL SER VAR	10,252	10,252
UNITED AIRLINES	9,966	9,966
AMGEN INC.	9,723	9,723
JOHN DEERE OWNER	10,084	10,084
GM FINL CONSUMER	10,023	10,023
VERIZON MASTER T	10,094	10,094
BANK OF AMERICA C	3,000	3,000
BANK OF AMERICA C	19,143	19,143
CITIGROUP INC	25,969	25,969
CITIGROUP INC	8,420	8,420
GOLDMAN SACHS INT	26,125	26,125
HUNTINGTON BANC	7,840	7,840
JPMORGAN CHASE	25,050	25,050
M&T BANK CORP	985	985
METLIFE, INC.	9,788	9,788
MORGAN STANLEY	17,865	17,865
STATE STREET CORP	5,094	5,094
STATE STREET CORP	18,405	18,405
THE CHARLES SCHWA	1,985	1,985
THE PNC FINL SER	7,044	7,044
TRUIST FINL CORP	18,763	18,763
U.S. BANCORP	13,790	13,790
WELLS FARGO & CO	7,960	7,960
WELLS FARGO & CO	18,430	18,430
NORTHERN TRUST CO VAR	12,740	12,740

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

THE JOYCE L WOLF FOUNDATION

EIN:

87-6718183

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ACADIA HEALTHCARE CO	4,956	4,956
ADVANCED ENERGY INDS INC	9,829	9,829
ALLEGRO MICROSYSTEMS INC	7,651	7,651
AMERIS BANCORP	6,883	6,883
APPFOLIO INC	9,622	9,622
APPLIED INDL TECHNOLOGIE	7,184	7,184
ARCUTIS BIOTHERAPEUTICS	5,502	5,502
ARTIVION INC	7,005	7,005
ATRICURE INC	8,251	8,251
AVIENT CORP	10,011	10,011
AZENTA INC	10,500	10,500
BALCHEM CORP	9,617	9,617
BIOCRYST PHARMACEUTICALS	5,941	5,941
BOWHEAD SPECIALTY HLDGS	8,170	8,170
C A C I INC	10,102	10,102
CADRE HLDGS INC	6,137	6,137
CHAMPIONX CORP	8,021	8,021
COLUMBUS MCKINNON CORP N	6,331	6,331
CRINETICS PHARMACEUTICAL	9,459	9,459
CYBERARK SOFTWRE LTD	24,320	24,320
DESCARTES SYS GROUP	12,269	12,269
DORMAN PRODUCTS INC	6,478	6,478
ENERPAC TOOL GROUP CORP	6,369	6,369
EXPONENT INC	9,801	9,801
FIRST WATCH RESTAURANT G	1,582	1,582
FLYWIRE CORP	10,619	10,619
FOX FACTORY HOLDING	3,542	3,542
GATES INDL CORP PLC F	12,033	12,033
GIBRALTAR INDUSTRIES	8,541	8,541
GLOBUS MEDICAL INC	10,173	10,173
GRAND CANYON EDUCA	17,690	17,690
HALOZYME THERAPEUTIC	7,411	7,411
HEALTHEQUITY INC	9,403	9,403
HEXCEL CORP	9,844	9,844
HOULIHAN LOKEY INC	14,240	14,240
INSMED INC	9,666	9,666
INTAPP INC	23,072	23,072
INTERFACE INC	10,714	10,714
INTRA-CELLULAR THERA	10,440	10,440
IONIS PHARMACEUTICALS IN	8,041	8,041
KRISPY KREME INC	3,972	3,972
KRYSTAL BIOTECH INC	6,266	6,266
LITHIA MOTORS INC	11,080	11,080
MA COM TECH SOLUTN	16,499	16,499
MAGNOLIA OIL & GAS CORP	8,534	8,534
MATADOR RESOURCES CO	9,170	9,170
MEDPACE HOLDINGS INC	10,631	10,631
NOVANTA INC	13,902	13,902
OXFORD INDS INC	4,569	4,569
PERMIAN RESOURCES CORP	11,720	11,720
PHATHOM PHARMACEUTICALS	4,385	4,385
PINNACLE FINL PARTNR	7,893	7,893
P J T PARTNERS INCORPORA	15,623	15,623
POWER INTEGRATIONS	3,949	3,949
QUAKER HOUGHTON	6,756	6,756
R B C BEARINGS INC	10,769	10,769
REVOLVE GROUP INC	8,875	8,875
SCHNEIDER NATL INC WIS	5,417	5,417
SILICON LABORATORIES	10,186	10,186
SITEONE LANDSCAPE SUPPLY	10,937	10,937
SPRINGWORKS THERAPEUTICS	9,213	9,213
SPX TECHNOLOGIES INC	17,171	17,171
STERLING INFRASTRUCTURE	13,476	13,476
STIFEL FINL CO	9,547	9,547
SUPERNUS PHARMA	8,678	8,678
TOPBUILD CORP	11,208	11,208
TRAVERE THERAPEUTICS INC	6,881	6,881
U S PHYSICAL THERAPY	8,871	8,871
ULTRAGENYX PHARMA	7,993	7,993
VERA THERAPEUTICS INC	9,515	9,515
VERACYTE INC	6,930	6,930
VERICEL CORP	10,707	10,707
VIAVI SOLUTIONS INC	6,919	6,919
ALPHABET INC.	38,617	38,617
AMAZON.COM INC	39,710	39,710
APPLE INC	27,546	27,546
CANADIAN NATURAL RES F	9,878	9,878
CASELLA WASTE SYS	21,585	21,585
COPART INC	14,462	14,462
CORPAY INC	21,997	21,997
DANAHER CORP	19,512	19,512
ELI LILLY AND CO	19,300	19,300
ENTEGRIS INC	16,939	16,939
EQUIFAX INC	19,114	19,114
GALLAGHER ARTHUR J & CO	19,870	19,870
IDEXX LABS INC	14,884	14,884
JPMORGAN CHASE & CO	14,383	14,383
MARTIN MARIETTA MATLS IN	19,627	19,627
MASTERCARD INC	22,643	22,643
MICROSOFT CORP	43,836	43,836
NAPCO SEC TECH	15,575	15,575
NVIDIA CORP	51,030	51,030
O REILLY AUTOMOTIVE	17,787	17,787
PERFORMANCE FOOD GROUP C	21,983	21,983
ROPER TECHNOLOGIES	18,715	18,715
SAIA INC	16,862	16,862
SERVICE NOW INC	20,142	20,142
T-MOBILE US INC	23,177	23,177
THERMO FISHER SCNTFC	20,809	20,809
TRANSDIGM GROUP INC	22,811	22,811
UNITEDHEALTH GRP INC	18,211	18,211
ABBOTT LABS	29,974	29,974
ABBVIE INC	44,425	44,425
ALLY FINL INC	19,806	19,806
AMGEN INC.	22,154	22,154
BLACKROCK INC	36,904	36,904
BROADCOM INC	91,577	91,577
BROADRIDGE FINL SOLU	40,696	40,696
CANADIAN NATL RAILWY	20,302	20,302
CANADIAN NATURAL RES	34,266	34,266
CISCO SYSTEMS INC	27,528	27,528
COMPASS DIVERSIFIED	27,488	27,488
ENBRIDGE INC	32,289	32,289
ENTERGY CORP NEW	37,152	37,152
ESSENTIAL UTILS INC	21,792	21,792
FASTENAL CO	23,730	23,730
FERGUSON PLC NEW	24,300	24,300
FIDELITY NATL FINL	23,860	23,860
HOME DEPOT INC	32,286	32,286
INTERNTNL PAPER CO	20,183	20,183
JPMORGAN CHASE	9,351	9,351
JPMORGAN CHASE	27,567	27,567
LINDE PLC	27,214	27,214
MERCK & CO. INC.	22,383	22,383
MICROSOFT CORP	69,548	69,548
MORGAN STANLEY	31,430	31,430
OLD REPUBLIC INTL CO	28,771	28,771
PAYCHEX INC	38,561	38,561
PHILIP MORRIS INTL	42,724	42,724
RESTAURANT BRANDS	28,353	28,353
S&P GLOBAL INC	20,917	20,917
SERVICE CORP INTL	29,374	29,374
STERIS PLC	29,806	29,806
SYSCO CORP	12,998	12,998
TEXAS INSTRUMENTS	17,813	17,813
THE COCA-COLA CO	23,970	23,970
UNITEDHEALTH GRP INC	28,834	28,834
VIPER ENERGY INC	32,632	32,632
WATSCO INC	43,598	43,598
ACADIA HEALTHCARE CO	3,569	3,569
API GROUP CORP	9,892	9,892
APTARGROUP INC	4,556	4,556
ASSURANT INC	4,264	4,264
ATLANTIC UNION BANKSHARE	6,629	6,629
AZENTA INC	3,250	3,250
B J S WHOLESALE CLUB HOL	10,811	10,811
BIO-RAD LABS INC	5,585	5,585
BOOZ ALLEN HAMILTON	5,920	5,920
BRIGHT HORIZON FAM	5,875	5,875
BURLINGTON STORES	8,552	8,552
CARTERS INC	1,842	1,842
CAVCO INDUSTRIES INC	9,817	9,817
CCC INTELLIGENT SOLUTION	8,610	8,610
CHAMPIONX CORP	2,719	2,719
CHART INDUSTRIES INC	5,725	5,725
CHURCHILL DOWNS INC	6,009	6,009
COGNEX CORP	5,917	5,917
COLUMBUS MCKINNON CO	5,027	5,027
COMFORT SYSTEMS USA	11,026	11,026
CULLEN / FROST BANKERS I	6,041	6,041
CYBERARK SOFTWRE LTD	12,327	12,327
DORMAN PRODUCTS INC	8,939	8,939
EAGLE MATERIALS INC	8,637	8,637
ELEMENT SOLUTIONS INC	8,010	8,010
ENTEGRIS INC	7,033	7,033
EXPONENT INC	3,564	3,564
FEDERAL SIGNAL CORP	6,005	6,005
GATES INDL CORP PLC	8,742	8,742
GENTHERM INC	4,472	4,472
GIBRALTAR INDUSTRIES	2,356	2,356
GLACIER BANCORP INC NEW	4,771	4,771
GLOBANT SA	8,362	8,362
GLOBUS MEDICAL INC	9,098	9,098
GRAND CANYON EDUCA	5,078	5,078
GROUP 1 AUTOMOTIVE INC	8,430	8,430
HALOZYME THERAPEUTIC	5,259	5,259
HEXCEL CORP	3,950	3,950
HOLOGIC INC	4,974	4,974
IDACORP INC	5,683	5,683
IDEX CORP	8,581	8,581
INSMED INC	3,452	3,452
INTEGER HLDGS CORP	6,096	6,096
INTRA-CELLULAR THERA	7,099	7,099
ITT INC	7,573	7,573
JAZZ PHARMACEUTICAL	7,389	7,389
KINSALE CAPITAL GROUP IN	7,442	7,442
LANCASTER COLONY CO	6,060	6,060
LINCOLN ELEC HLDGS	5,062	5,062
MA COM TECH SOLUTN	7,145	7,145
MAGNOLIA OIL & GAS CORP	4,793	4,793
MANHATTAN ASSOCIATES	8,377	8,377
MARKETAXESS HOLDINGS	3,391	3,391
MATADOR RESOURCES CO	4,670	4,670
MEDPACE HLDGS INC	4,983	4,983
NATERA INC	4,749	4,749
NEUROCRINE BIOSCIENC	6,825	6,825
NORDSON CORP	7,323	7,323
NTNL STORAGE AFF	3,412	3,412
OVINTIV INC	4,860	4,860
PAYLOCITY HLDG CORP	7,181	7,181
PERFORMANCE FOOD GROUP C	10,146	10,146
PERMIAN RES CORP	3,739	3,739
PINNACLE FINL PARTNR	8,350	8,350
PIPER SANDLER COMPANIES	11,398	11,398
PORTLAND GENERL ELEC	4,798	4,798
PROCORE TECHNOLOGIES INC	6,369	6,369
QUAKER HOUGHTON	5,208	5,208
R B C BEARINGS INC	8,077	8,077
RPM INTERNTNL	7,630	7,630
SCHNEIDER NTNL INC	4,831	4,831
SILICON LABORATORIES	4,969	4,969
SIMPSON MFG INC	4,975	4,975
SITEONE LANDSCAPE SUPPLY	6,589	6,589
STIFEL FINL CO	7,426	7,426
TANDEM DIABETES CARE	5,943	5,943
TEXAS ROADHOUSE	12,269	12,269
TORO CO	4,806	4,806
TRI POINTE HOMES INC	5,258	5,258
UMB FINL CORP	4,514	4,514
VAIL RESORTS INC	3,374	3,374
VERICEL CORP	5,491	5,491
VOYA FINL INC	8,466	8,466
WINTRUST FINL	8,106	8,106
ZEBRA TECHNOLOGIES	7,724	7,724

- TIN:

TY 2024 InvestmentsGovtObligationsSch

Name:

THE JOYCE L WOLF FOUNDATION

EIN:

87-6718183

US Government Securities - End of Year Book Value:

112,573

US Government Securities - End of Year Fair Market Value:

112,573

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

513,149

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

513,149

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

THE JOYCE L WOLF FOUNDATION

EIN:

87-6718183

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
RYMAN HOSPITALITY PR	FMV	8,556	8,556
STAG INDUSTRIAL INC	FMV	7,610	7,610
AMERN TOWER CORP	FMV	25,677	25,677
AGREE REALTY CORP	FMV	5,495	5,495
EASTERLY GOVT PPTYS	FMV	5,136	5,136
HEALTHPEAK PPTYS INC ,	FMV	4,540	4,540
SUN COMMUNITIES	FMV	5,903	5,903

- TIN:

TY 2024 OtherIncreasesSchedule

Name:

THE JOYCE L WOLF FOUNDATION

EIN:

87-6718183

Description	Amount
UNREALIZED GAINS ON INVESTMENTS	252,393

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

THE JOYCE L WOLF FOUNDATION

EIN:

87-6718183

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES	20,152	20,152		0

- TIN:

TY 2024 TaxesSchedule

Name:

THE JOYCE L WOLF FOUNDATION

EIN:

87-6718183

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAX PAID	2,742	2,742		0
FEDERAL TAX	1,446	0		0