Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
HWIRWIN & DCH IRWIN FDNFERG
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

93-1067941
B Telephone number (see instructions)

(503) 464-3580
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$4,627,651J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,572,529
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 90,667 88,970  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 270,325
b Gross sales price for all assets on line 6a 2,232,381
7 Capital gain net income (from Part IV, line 2)... 270,325
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,933,521 359,295  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,500 0 0 1,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
13,384 12,046   1,338
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,809 1,474   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
39,309 38,521   788
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 57,002 52,041 0 3,626
25 Contributions, gifts, grants paid....... 243,500 243,500
26 Total expenses and disbursements. Add lines 24 and 25 300,502 52,041 0 247,126
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,633,019
b Net investment income (if negative, enter -0-) 307,254
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 36,877 167,787 167,787
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,016,810 Click to see attachment
List of Attached Documents:
// Content
1,477,320 		2,774,934
c Investments—corporate bonds (attach schedule)....... 316,934 Click to see attachment
List of Attached Documents:
// Content
722,732 		696,897
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 506,031 Click to see attachment
List of Attached Documents:
// Content
935,796 		988,033
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,876,652 3,303,635 4,627,651
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,876,652 3,303,635
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)..... 1,876,652 3,303,635
30 Total liabilities and net assets/fund balances (see instructions). 1,876,652 3,303,635
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,876,652
2
Enter amount from Part I, line 27a .....................
2
1,633,019
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,509,671
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
206,036
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,303,635
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 185. ABBOTT LABORATORIES     2024-07-17
b 225. NVIDIA CORP COM   2023-04-27 2024-07-18
c 140. JOHNSON & JOHNSON   2021-02-09 2024-07-31
d 2532. HARDING LOEVNER INS EMERGING MRKT FD     2024-08-01
e 4. PARKER HANNIFIN CORP COM   2022-05-17 2024-08-14
20000. U S TREASURY NT 2.375% 8/15/24   2016-08-16 2024-08-15
.417 HARDING LOEVNER INS EMERGING MRKT FD   2015-10-14 2024-08-16
1060. ISHARES INTERMEDIATE GOVT CRDT ETF     2024-08-23
375. ISHARES INTERMEDIATE GOVT CRDT ETF     2024-08-23
10000. JPMORGAN CHASE CO 3.300% 4/01/26   2021-11-23 2024-08-23
25000. BANK OF AMERICA CORP 3.500% 4/19/26   2018-11-28 2024-08-27
415. SHIN ETSU CHEM UNSPON A D R     2024-08-27
20000. U S TREASURY NT 2.250% 11/15/25   2016-06-13 2024-08-27
15000. BANK OF AMERICA CORP 3.500% 4/19/26   2021-04-29 2024-09-11
15000. CAPITAL ONE 3.300% 10/30/24   2021-07-20 2024-09-11
15000. COMCAST CORP 3.300% 2/01/27   2021-04-20 2024-09-11
15000. COMCAST CORP 4.150% 10/15/28   2021-12-08 2024-09-11
10000. HOME DEPOT INC 3.350% 9/15/25   2021-11-29 2024-09-11
625. ISHARES INTERMEDIATE GOVT CRDT ETF   2023-12-15 2024-09-11
10000. JPMORGAN CHASE CO 3.300% 4/01/26   2021-05-26 2024-09-11
20000. U S TREASURY NT 2.250% 11/15/25   2020-12-18 2024-09-11
10000. U S TREASURY NT 1.625% 8/15/29   2019-08-23 2024-09-11
25000. U S TREASURY NT 1.750% 11/15/29   2023-02-07 2024-09-11
216. LKQ CORP     2024-09-12
174. LKQ CORP   2021-03-11 2024-09-13
205. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008     2024-10-10
15000. BIOGEN INC 4.050% 9/15/25   2021-11-01 2024-10-23
30000. MORGAN STANLEY 4.000% 7/23/25   2018-03-21 2024-10-23
20000. U S TREASURY NT 3.125% 11/15/28   2019-08-21 2024-10-23
20000. U S TREASURY NT 0.625% 5/15/30   2020-09-18 2024-10-23
20000. U S TREASURY NT 4.000% 11/15/32   2022-11-22 2024-10-23
15000. VERIZON 3.500% 11/01/24   2021-06-15 2024-11-01
105. ABBOTT LABORATORIES     2024-11-08
45. ABBVIE INC   2021-08-06 2024-11-08
160. ALPHABET INC CL A   2021-08-06 2024-11-08
30. AMAZON COM INC   2021-09-08 2024-11-08
40. AMERICAN ELEC PWR CO INC COM   2024-01-18 2024-11-08
100. AMERICAN INTL GROUP INC NEW   2023-02-24 2024-11-08
20. AMERISOURCEBERGEN CORP COM   2022-05-24 2024-11-08
360. APA CORPORATION COM     2024-11-08
150. APPLE INC     2024-11-08
60. AUTONATION INC DEL COM   2021-08-06 2024-11-08
15. AVERY DENNISON CORP COM   2024-10-11 2024-11-08
45. BROADCOM INC   2021-08-06 2024-11-08
65. CHEVRONTEXACO CORP   2016-11-09 2024-11-08
160. COMCAST CORP NEW CL A   2023-11-22 2024-11-08
250. COMCAST CORP NEW CL A     2024-11-08
10. CROWDSTRIKE HOLDINGS INC A   2023-03-08 2024-11-08
75. ENTERGY CORP NEW COM   2022-12-08 2024-11-08
75. FORTIVE CORP WI   2021-09-08 2024-11-08
20. HOME DEPOT INC   2021-08-06 2024-11-08
75. HONEYWELL INTL INC COM     2024-11-08
1180. ISHARES MSCI ACWI EX US ETF   2021-08-06 2024-11-08
85. J P MORGAN CHASE & CO   2021-08-06 2024-11-08
105. JOHNSON & JOHNSON     2024-11-08
85. MICROSOFT CORP   2021-08-06 2024-11-08
80. MONSTER BEVERAGE CORP   2022-08-22 2024-11-08
20. MOTOROLA SOLUTIONS INC     2024-11-08
270. NVIDIA CORP COM     2024-11-08
20. PALO ALTO NETWORKS INC     2024-11-08
33. PARKER HANNIFIN CORP COM     2024-11-08
45. PHILIP MORRIS INTL   2021-08-06 2024-11-08
60. PROCTER & GAMBLE CO     2024-11-08
60. SCHLUMBERGER LTD ISIN #AN8068571086   2021-08-06 2024-11-08
11. SERVICENOW INC   2023-10-11 2024-11-08
25. STRYKER CORP   2023-02-03 2024-11-08
100. T J X COS INC NEW     2024-11-08
35. T -MOBILE US INC   2024-09-13 2024-11-08
70. TEXTRON INC COM   2024-02-09 2024-11-08
19. THERMO ELECTRON CORP COM W/RTS ATTACHED EXP 01/29/2006     2024-11-08
40. VISA INC   2021-08-06 2024-11-08
120. WAL MART STORES INC   2020-12-21 2024-11-08
60. MAGNA INTL INC-CL A   2023-12-12 2024-11-19
60. MAGNA INTL INC-CL A   2021-10-12 2024-11-19
100. RWE AG A D R   2024-11-08 2024-11-19
185. RWE AG A D R     2024-11-19
150. CROWN CASTLE INC   2024-11-08 2024-11-25
125. CROWN CASTLE INC     2024-11-25
510. HF SINCLAIR CORPORATION COM   2024-11-08 2024-12-10
310. SCHLUMBERGER LTD ISIN #AN8068571086     2024-12-11
125. ALPHABET INC CL A   2021-08-06 2025-01-10
150. PALO ALTO NETWORKS INC     2025-01-10
144. PALO ALTO NETWORKS INC   2022-08-29 2025-01-21
350. MONSTER BEVERAGE CORP     2025-01-30
430. TEXTRON INC COM     2025-02-06
43. SERVICENOW INC     2025-02-27
84. THERMO ELECTRON CORP COM W/RTS ATTACHED EXP 01/29/2006     2025-03-05
60. B H P BILLITON LIMITED A D R   2024-11-08 2025-03-10
70. B H P BILLITON LIMITED A D R   2022-03-21 2025-03-10
130. DASSAULT SYSTEMES S.A. SPA ADR   2024-11-08 2025-03-10
150. DASSAULT SYSTEMES S.A. SPA ADR     2025-03-10
60. HOYA CORP A D R   2024-11-08 2025-03-10
75. HOYA CORP A D R   2020-01-30 2025-03-10
190. ISHARES MSCI EAFE SMALL CAP E T F   2024-11-08 2025-03-10
255. ISHARES MSCI EAFE SMALL CAP E T F     2025-03-10
395. ISHARES MSCI EMERGING EX CHINA ETF     2025-03-10
380. ISHARES MSCI EMERGING EX CHINA ETF     2025-03-10
40. LOREAL UNSPON A D R   2024-11-08 2025-03-10
45. LOREAL UNSPON A D R   2022-09-08 2025-03-10
850. ORIX CORPORATION SPONS ADR   2024-11-08 2025-03-10
220. AUTONATION INC DEL COM     2025-03-12
1026.708 VARIANT ALTERNATIVE INCOME FD INSTL   2022-11-03 2025-03-14
3477.672 DFA EMERGING MARKETS CORE EQUITY I     2025-03-25
120. AIRBUS SE A D R   2024-11-08 2025-03-27
160. AIRBUS SE A D R   2022-02-25 2025-03-27
20. DBS GROUP HLDGS LTD   2024-11-08 2025-03-27
137. DBS GROUP HLDGS LTD     2025-03-27
25. FERGUSON PLC NEW COMMON STOCK NEW   2024-11-08 2025-03-27
27. FERGUSON PLC NEW COMMON STOCK NEW   2020-07-22 2025-03-27
250. I N G GROEP NV SPONSORED ADR   2024-11-08 2025-03-27
310. I N G GROEP NV SPONSORED ADR   2020-12-01 2025-03-27
50. NOVARTIS AG SPONSORED ADR   2024-11-08 2025-03-27
60. NOVARTIS AG SPONSORED ADR   2024-02-23 2025-03-27
60. TOTAL FINA SA SPONSORED ADR   2024-11-08 2025-03-27
70. TOTAL FINA SA SPONSORED ADR     2025-03-27
90. TECHNIPFMC PLC   2024-11-08 2025-03-27
110. TECHNIPFMC PLC   2021-11-03 2025-03-27
30. NXP SEMICONDUCTORS N V COM   2024-11-08 2025-03-27
30. NXP SEMICONDUCTORS N V COM     2025-03-27
10000. ORACLE CORPORATION 4/01/25   2021-11-23 2025-04-01
105. COCA COLA FEMSA SA DE C V SPONSORED ADR REPSTG 10 SHS SER     2025-04-09
85. INTERCONTINENTAL HOTELS A D R     2025-04-09
1360. KINGFISHER PLC SPONS A D R   2024-11-19 2025-04-09
410. SSE PLC SPN A D R     2025-04-09
240. SSE PLC SPN A D R   2021-02-05 2025-04-09
317. SPDR BLOOMBERG BARCLAYS 1 3 ETF   2025-03-28 2025-04-09
180. THALES A D R     2025-04-17
50. AXA SA SONSORED ADR   2022-05-26 2025-04-22
90. BARCLAYS PLC ADR   2022-02-25 2025-04-22
40. CANADIAN NAT RES LTD COM CN$   2021-03-30 2025-04-22
30. COMPASS GROUP PLC A D R   2024-11-08 2025-04-22
390. ISHARES MSCI ACWI EX US ETF   2025-03-27 2025-04-22
25. ISHARES MBS ETF   2024-09-11 2025-04-22
20. NOVO-NORDISK A S ADR   2020-01-30 2025-04-22
5. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2023-03-16 2025-04-22
20. SIEMENS A G SPONSORED ADR   2024-11-08 2025-04-22
80. SONY CORP ADR NEW COM   2020-01-30 2025-04-22
180. SUMITOMO MITSUI FINL GROUP A D R   2023-11-22 2025-04-22
15. TAIWAN SEMICONDUCTOR MFG SPON ADR   2024-04-15 2025-04-22
30. THALES A D R   2022-09-22 2025-04-22
30000. U S TREASURY NT 2.375% 5/15/27     2025-04-22
110. UNIVERSAL MUSIC GROUP NV A D R   2023-09-14 2025-04-22
110. WAL MART DE MEXICO SAB DE CV A D R   2023-05-04 2025-04-22
20. CRH PLC   2023-12-12 2025-04-22
10000. U S TREASURY NT 2.125% 5/15/25   2021-12-09 2025-05-15
30. UNITEDHEALTH GRP INC COM   2024-07-17 2025-05-20
83. UNITEDHEALTH GRP INC COM     2025-05-20
48. CROWDSTRIKE HOLDINGS INC A     2025-05-27
420. FORTIVE CORP WI     2025-05-27
60. FORTIVE CORP WI   2024-06-21 2025-05-28
470. FORTIVE CORP WI     2025-05-28
47. TAIWAN SEMICONDUCTOR MFG SPON ADR     2025-06-12
5. TAIWAN SEMICONDUCTOR MFG SPON ADR   2024-04-15 2025-06-12
588.668 VARIANT ALTERNATIVE INCOME FD INSTL     2025-06-13
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 19,456   22,694 -3,238
b 27,046   6,112 20,934
c 22,349   23,283 -934
d 45,677   44,533 1,144
e 2,312   1,081 1,231
20,000   21,329 -1,329
8   7 1
112,897   110,138 2,759
39,940   39,460 480
9,813   10,618 -805
24,611   24,611  
9,174   4,681 4,493
19,534   21,100 -1,566
14,830   15,522 -692
14,946   15,022 -76
14,757   15,598 -841
14,999   17,035 -2,036
9,894   10,162 -268
66,961   65,174 1,787
9,864   10,298 -434
19,604   20,442 -838
9,178   10,095 -917
22,979   22,798 181
8,510   10,426 -1,916
7,096   7,412 -316
26,073   28,433 -2,360
14,892   15,317 -425
29,864   30,125 -261
19,306   22,693 -3,387
16,580   19,908 -3,328
19,934   20,483 -549
15,000   15,057 -57
12,261   13,276 -1,015
9,011   5,174 3,837
28,627   21,676 6,951
6,261   5,307 954
3,858   3,158 700
7,564   6,015 1,549
4,978   3,051 1,927
7,763   16,407 -8,644
34,098   22,107 11,991
9,891   7,108 2,783
3,080   3,268 -188
8,254   2,190 6,064
10,218   7,007 3,211
7,022   6,822 200
10,972   9,918 1,054
3,285   1,280 2,005
11,163   8,786 2,377
5,611   5,568 43
8,119   6,621 1,498
16,453   15,255 1,198
64,527   67,322 -2,795
20,215   13,399 6,816
16,375   18,079 -1,704
35,971   24,486 11,485
4,341   3,596 745
10,038   4,534 5,504
39,769   11,823 27,946
7,849   3,815 4,034
23,027   10,073 12,954
5,698   4,468 1,230
10,036   9,095 941
2,571   1,715 856
11,160   6,132 5,028
9,402   7,050 2,352
11,810   6,763 5,047
8,264   7,087 1,177
6,154   6,108 46
10,503   11,472 -969
12,389   9,687 2,702
10,198   5,852 4,346
2,578   3,284 -706
2,578   5,047 -2,469
3,331   3,252 79
6,162   6,506 -344
15,911   15,919 -8
13,259   17,771 -4,512
19,813   21,310 -1,497
12,745   7,611 5,134
24,068   16,935 7,133
25,850   14,169 11,681
26,479   13,515 12,964
17,294   14,848 2,446
32,190   37,521 -5,331
40,218   23,970 16,248
44,000   31,918 12,082
2,987   3,311 -324
3,485   5,040 -1,555
5,611   4,569 1,042
6,474   6,616 -142
7,039   8,539 -1,500
8,799   7,233 1,566
12,201   12,094 107
16,375   13,798 2,577
21,566   23,369 -1,803
20,747   18,533 2,214
3,152   2,886 266
3,546   3,055 491
17,925   19,307 -1,382
36,491   18,318 18,173
27,998   29,365 -1,367
83,673   83,147 526
5,442   4,574 868
7,257   5,197 2,060
2,771   2,552 219
18,983   8,670 10,313
4,105   5,169 -1,064
4,433   2,369 2,064
5,011   4,011 1,000
6,213   3,088 3,125
5,570   5,327 243
6,684   6,238 446
3,921   3,683 238
4,574   3,512 1,062
2,785   2,595 190
3,404   816 2,588
6,027   6,979 -952
6,027   3,396 2,631
10,000   10,286 -286
9,547   9,223 324
8,169   9,339 -1,170
8,318   9,872 -1,554
7,860   9,077 -1,217
4,601   4,862 -261
28,997   29,086 -89
10,374   4,483 5,891
2,289   1,293 996
1,368   931 437
1,171   614 557
1,022   1,023 -1
21,601   22,056 -455
2,302   2,415 -113
1,193   608 585
1,261   599 662
2,189   1,970 219
1,941   1,136 805
2,438   1,785 653
2,262   2,105 157
1,737   688 1,049
29,149   33,022 -3,873
1,532   1,423 109
3,549   4,416 -867
1,709   1,311 398
10,000   10,348 -348
9,581   17,104 -7,523
26,508   17,020 9,488
22,648   6,145 16,503
29,704   30,518 -814
4,300   4,409 -109
33,679   30,406 3,273
10,127   7,514 2,613
1,077   702 375
15,906   16,822 -916
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
      14,279
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       -3,238
b       20,934
c       -934
d       1,144
e       1,231
      -1,329
      1
      2,759
      480
      -805
       
      4,493
      -1,566
      -692
      -76
      -841
      -2,036
      -268
      1,787
      -434
      -838
      -917
      181
      -1,916
      -316
      -2,360
      -425
      -261
      -3,387
      -3,328
      -549
      -57
      -1,015
      3,837
      6,951
      954
      700
      1,549
      1,927
      -8,644
      11,991
      2,783
      -188
      6,064
      3,211
      200
      1,054
      2,005
      2,377
      43
      1,498
      1,198
      -2,795
      6,816
      -1,704
      11,485
      745
      5,504
      27,946
      4,034
      12,954
      1,230
      941
      856
      5,028
      2,352
      5,047
      1,177
      46
      -969
      2,702
      4,346
      -706
      -2,469
      79
      -344
      -8
      -4,512
      -1,497
      5,134
      7,133
      11,681
      12,964
      2,446
      -5,331
      16,248
      12,082
      -324
      -1,555
      1,042
      -142
      -1,500
      1,566
      107
      2,577
      -1,803
      2,214
      266
      491
      -1,382
      18,173
      -1,367
      526
      868
      2,060
      219
      10,313
      -1,064
      2,064
      1,000
      3,125
      243
      446
      238
      1,062
      190
      2,588
      -952
      2,631
      -286
      324
      -1,170
      -1,554
      -1,217
      -261
      -89
      5,891
      996
      437
      557
      -1
      -455
      -113
      585
      662
      219
      805
      653
      157
      1,049
      -3,873
      109
      -867
      398
      -348
      -7,523
      9,488
      16,503
      -814
      -109
      3,273
      2,613
      375
      -916
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 270,325
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 4,271
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 4,271
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 4,271
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,092
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,092
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 3,179
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOR
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowUS BANK Telephone no.right arrow (503) 464-4909

Located atright arrow555 SW OAKPORTLANDOR ZIP+4right arrow97204
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ERIC H I HOFFMAN PRESIDENT
1 		0    
3001 NW LURAY CIRCUS
PORTLAND,OR97210
JEAN I HOFFMAN DIRECTOR
1 		0    
5290 SW LANDING SQUARE suite 1
PORTLAND,OR97201
KELSEY GREEN GROUT SECRETARY
1 		0    
2594 SW BUCKINGHAM
PORTLAND,OR97201
ALAN GREEN JR DIRECTOR
1 		0    
1707 SW HAWTHORNE TERRACE
PORTLAND,OR97201
SALLY H MILLER DIRECTOR
1 		0    
1717 SW HIGHLAND ROAD
PORTLAND,OR97221
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
4,171,162
b
Average of monthly cash balances.......................
1b
44,269
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,215,431
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,215,431
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
63,231
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,152,200
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
207,610
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
207,610
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,271
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,271
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
203,339
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
203,339
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
203,339
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
247,126
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
247,126
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 203,339
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...... 69,256
b From 2020...... 82,985
c From 2021...... 17,507
d From 2022...... 58,798
e From 2023...... 46,632
f Total of lines 3a through e ........ 275,178
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 247,126
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..... 203,339
e Remaining amount distributed out of corpus 43,787
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 5 318,965
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) ... 		69,256
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		249,709
10 Analysis of line 9:
a Excess from 2020.... 82,985
b Excess from 2021.... 17,507
c Excess from 2022.... 58,798
d Excess from 2023.... 46,632
e Excess from 2024.... 43,787
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NA
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.
NA
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 e-mail address of the person to whom applications should be addressed:
US BANK PCG - REBECCA BIBLEHEIMER
PO BOX 3168
PORTLAND,OR97208
(503) 275-5923
bThe form in which applications should be submitted and information and materials they should include:
CONTACT ABOVE
cAny submission deadlines:
CONTACT ABOVE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE FOUNDATIO WILL MAKE GIFTS & GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS (IRC SEC 501(C)(3) TWO TIMES A YEAR. THE BOARD OF DIRECTORS WILL EVALUATE & DECIDE UPON ALL PROPOSALS PURSUANT TO POLICY
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

CALDERA

224 NW 13TH AVENUE STE 304
PORTLAND,OR97209 		NONE PC GENERAL OPERATING 5,000

DE LA SALLE NORTH CATHOLIC

7528 N FENWICK AVENUE
PORTLAND,OR97218 		NONE PC GENERAL OPERATING 5,000

COMMUNITY PARTNERS FOR AFFORDABLE

PO BOX 23206
PORTLAND,OR97281 		NONE PC GENERAL OPERATING 4,000

GIRL SCOUTS OF OR & SW WA

9620 SW BARBUR BLVD
PORTLAND,OR97219 		NONE PC GENERAL OPERATING 5,000

PACIFIC YOUTH CHOIR

1000 SW BROADWAY STE 1290
PORTLAND,OR972053136 		NONE PC GENERAL OPERATING 5,000

READING RESULTS

3115 NE SANDY BLVD STE 229
PORTLAND,OR972322779 		NONE PC GENERAL OPERATING 5,000

FRIENDS OF SATURDAY ACADEMY

5000 N WILLAMETTE BLVD
PORTLAND,OR972035743 		NONE PC GENERAL OPERATING 5,000

SCHOOLHOUSE SUPPLIES INC

4916 NE 122ND AVE
PORTLAND,OR972301049 		NONE PC GENERAL OPERATING 3,000

ROSE HAVEN CIC

PO BOX 10405
PORTLAND,OR972960405 		NONE PC GENERAL OPERATING 5,000

METROPOLITAN YOUTH SYMPHONY

4800 S MACADAM AVE STE 105
PORTLAND,OR972393929 		NONE PC GENERAL OPERATING 4,000

SPOON FOUNDATION

25 NW 23RD PL STE 6 PMB 170
PORTLAND,OR972105580 		NONE PC GENERAL OPERATING 5,000

JESUIT HIGH SCHOOL FOUNDATION

9000 SW BEAVERTON HILLSDALE HWY
PORTLAND,OR972252491 		NONE PC GENERAL OPERATING 5,000

ELEVATE OREGON

12215 NE MARX ST
PORTLAND,OR972301073 		NONE PC GENERAL OPERATING 5,000

LEACH GARDEN FRIENDS

6704 SE 122ND AVENUE
PORTLAND,OR97236 		NONE PC GENERAL OPERATING 5,000

BIG BROTHERS BIG SISTERS COLUMBIA NW

6443 SW BEAVERTON-HILLSDALE HWY ST
PORTLAND,OR97221 		NONE PC GENERAL OPERATING 5,000

OPEN SPACE

8311 N DENVER AVE
PORTLAND,OR972176707 		NONE PC GENERAL OPERATING 5,000

COLLEGE POSSIBLE

755 PRIOR AVE N STE 210
SAINT PAUL,MN551041064 		NONE PC GENERAL OPERATING 5,000

PORTLAND ADVENTIST COMMUNITY

11020 NE HALSEY ST
PORTLAND,OR97220 		NONE PC GENERAL OPERATING 5,000

THE SHADOW PROJECT

2154 NE BROADWAY SUITE 130
PORTLAND,OR97232 		NONE PC GENERAL OPERATING 3,000

BOYS & GIRLS AID SOCIETY

9320 SW BARBUR BLVD SUITE 200
PORTLAND,OR97219 		NONE PC GENERAL OPERATING 5,000

FAMILY PROMISE METRO EAST

4837 NE COUCH ST
PORTLAND,OR97213 		NONE PC GENERAL OPERATING 3,000

CASA FOR CHILDREN INC

1401 NE 68TH AVENUE
PORTLAND,OR972322045 		NONE PC GENERAL OPERATING 5,000

MY VOICE MUSIC INC

8911 SE STARK ST
PORTLAND,OR97216 		NONE PC GENERAL OPERATING 5,000

PORTLAND URBAN DEBATE LEAGUE

PO BOX 1684
PORTLAND,OR972071684 		NONE PC GENERAL OPERATING 5,000

BLOOMIN BOUTIQUE

19376 MOLALLA AVE STE 160
OREGON CITY,OR970459825 		NONE PC GENERAL OPERATING 3,000

WRITE AROUND PORTLAND

133 SW 2ND AVE
PORTLAND,OR972043534 		NONE PC GENERAL OPERATING 4,000

REFIT

PO BOX 916
LAKE OSWEGO,OR97034 		NONE PC GENERAL OPERATING 5,000

COLUMBIA RIVER MARITIME MUSEUM INC

1792 MARINE DR
ASTORIA,OR971033525 		NONE PC GENERAL OPERATING 5,000

WILLIAM TEMPLE HOUSE

2023 NW HOYT ST
PORTLAND,OR972091211 		NONE PC GENERAL OPERATING 5,000

MEALS ON WHEELS PEOPLE INC

7710 SW 31ST AVE
PORTLAND,OR972192420 		NONE PC GENERAL OPERATING 5,000

PORTLAND STATE UNIVERSITY FOUNDATION

1600 SW 4TH AVE STE 730
PORTLAND,OR972015519 		NONE PC GENERAL OPERATING 5,000

RAPHAEL HOUSE OF PORTLAND

4110 SE HAWTHORNE BLVD 503
PORTLAND,OR972145246 		NONE PC GENERAL OPERATING 5,000

SERENDIPITY CENTER

14815 SE DIVISION ST
PORTLAND,OR97236 		NONE PC GENERAL OPERATING 3,000

PARKINSONS RESOURCES OF OREGON

8880 SW NIMBUS AVE STE B
BEAVERTON,OR970087111 		NONE PC GENERAL OPERATING 5,000

LITERARY ARTS INC

716 SE GRAND AVE
PORTLAND,OR972142218 		NONE PC GENERAL OPERATING 5,000

LIFT URBAN PORTLAND

3448 NW YEON AVE
PORTLAND,OR972101528 		NONE PC GENERAL OPERATING 5,000

HACIENDA COMMUNITY DEVELOPMENT CORP

6700 NE KILLINGSWORTH ST
PORTLAND,OR97218 		NONE PC GENERAL OPERATING 5,000

OREGON BALLET THEATRE

720 S BANCROFT ST
PORTLAND,OR972398516 		NONE PC GENERAL OPERATING 3,000

SMART READING

480 NE 9TH AVE
PORTLAND,OR972322914 		NONE PC GENERAL OPERATING 3,000

PORTLAND CENTER STAGE

128 NW 11TH AVE
PORTLAND,OR972094160 		NONE PC GENERAL OPERATING 3,000

CONSTRUCTING HOPE

405 NE CHURCH ST
PORTLAND,OR97211 		NONE PC GENERAL OPERATING 5,000

KINSHIP HOUSE

1823 NE 8TH AVE
PORTLAND,OR972123907 		NONE PC GENERAL OPERATING 5,000

BIRCH COMMUNITY SERVICES INC

17780 NE SAN RAFAEL ST
PORTLAND,OR972305927 		NONE PC GENERAL OPERATING 7,500

GROWING GARDENS

3114 SE 50TH AVE
PORTLAND,OR97206 		NONE PC GENERAL OPERATING 5,000

COMMUNITY TRANSITIONAL SCHOOL

6601 NE KILLINGSWORTH ST
PORTLAND,OR972183068 		NONE PC GENERAL OPERATING 5,000

CALL TO SAFETY

PO BOX 42610
PORTLAND,OR972420610 		NONE PC GENERAL OPERATING 3,000

STORE TO DOOR

7730 SW 31ST AVE
PORTLAND,OR972192420 		NONE PC GENERAL OPERATING 5,000

PORTLAND YOUTHBUILDERS

4816 SE 92ND AVE
PORTLAND,OR972662723 		NONE PC GENERAL OPERATING 4,000

FRIENDLY HOUSE

2617 SAVIER ST
PORTLAND,OR97210 		NONE PC GENERAL OPERATING 5,000

MINDS MATTER OF PORTLAND

PO BOX 12089
PORTLAND,OR97212 		NONE PC GENERAL OPERATING 6,000

FAMILY JUSTICE CENTER OF WA COUNTY

735 SW 158TH AVENUE
BEAVERTON,OR97006 		NONE PC GENERAL OPERATING 4,000

PORTLAND YOUTH PHILHARMONIC ASSOC

9320 SW BARBUR BLVD SUITE 140
PORTLAND,OR97219 		NONE PC GENERAL OPERATING 3,000

ECUMINICAL MINISTRIES OF OREGON

214 S BANCROFT ST SUITE B
PORTLAND,OR97239 		NONE PC GENERAL OPERATING 5,000
Total .................................right arrow 3a 243,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 90,667  
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 ............ 		    18 270,325  
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) ..   360,992  
13Total. Add line 12, columns (b), (d), and (e)..................
13
360,992
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
HWIRWIN & DCH IRWIN FDNFERG
 
Employer identification number

93-1067941
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

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

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

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

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
HWIRWIN & DCH IRWIN FDNFERG
  		Employer identification number
93-1067941
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
HOFFMAN 1993 UNITRUST CRUT
C/O US BANK NAPO BOX 0634
 
MILWAUKEE, WI532010634

$ 1,572,529


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
HWIRWIN & DCH IRWIN FDNFERG
  		Employer identification number

93-1067941
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 VARIOUS SECURITIES $ 1,552,218 2024-09-09
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
HWIRWIN & DCH IRWIN FDNFERG
  		Employer identification number

93-1067941
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
HWIRWIN & DCH IRWIN FDNFERG
EIN:
93-1067941
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2024 InvestmentsCorpBondsSchedule
Name:
HWIRWIN & DCH IRWIN FDNFERG
EIN:
93-1067941
Name of Bond End of Year Book Value End of Year Fair Market Value
912828D56 U S TREASURY NT    
912828M56 U S TREASURY NT    
6174468C6 MORGAN STANLEY    
06051GFX2 BANK OF AMERICA CORP    
912828YB0 U S TREASURY NT    
9128285M8 U S TREASURY NT 42,479 39,253
912828X88 U S TREASURY NT 10,484 9,753
031162CU2 AMGEN INC 10,692 9,158
912828ZQ6 U S TREASURY NT    
68389XBT1 ORACLE CORPORATION    
46625HQW3 JPMORGAN CHASE CO    
92343VES9 VERIZON 25,508 24,688
20030NCT6 COMCAST CORP    
912828XB1 U S TREASURY NT    
38141GXG4 GOLDMAN SACHS GROUP 25,685 23,105
254687FX9 WALT DISNEY COMPANY 8,982 9,219
17275RBT8 CISCO SYS INC 30,280 30,707
91282CJZ5 U S TREASURY NT 40,279 39,583
91324PER9 UNITEDHEALTH GROUP 30,630 30,910
00287YAR0 ABBVIE INC 29,224 28,985
031162CW8 AMGEN INC 14,925 13,340
06051GFC8 BANK OF AMERICA MTN 25,321 23,621
20030NEJ6 COMCAST CORP NEW SR 26,356 25,608
254687FQ4 DISNEY WALT CO SR 14,597 14,769
437076CS9 HOME DEPOT INC 30,153 30,143
46625HJB7 JPMORGAN CHASE CO 27,173 25,671
58013MFA7 MCDONALDS CORP MTN 18,708 18,037
58013MFF6 MCDONALDS CORP MTN 15,953 14,877
855244AT6 STARBUCKS CORP 29,628 29,186
912810QS0 U S TREASURY BD 33,991 31,357
912810TT5 U S TREASURY BD 38,450 35,730
912828U24 U S TREASURY NT 20,652 19,501
91282CCB5 U S TREASURY NT 20,094 17,639
91282CEP2 U S TREASURY NT 24,538 23,326
91282CGQ8 U S TREASURY NT 39,395 40,389
91282CHC8 U S TREASURY NT 19,363 19,065
91282CHT1 U S TREASURY NT 38,404 39,391
95000U2D4 WELLS FARGO MTN 30,788 29,886

TY 2024 InvestmentsCorpStockSchedule
Name:
HWIRWIN & DCH IRWIN FDNFERG
EIN:
93-1067941
Name of Stock End of Year Book Value End of Year Fair Market Value
718172109 PHILIP MORRIS INTL 28,220 61,924
037833100 APPLE INC 47,880 135,002
437076102 HOME DEPOT INC 7,523 32,998
02079K305 ALPHABET INC CL A 34,235 156,845
92826C839 VISA INC 33,580 83,437
053611109 AVERY DENNISON CORP 21,793 17,547
872540109 TJX COMPANIES INC 26,576 49,396
46625H100 J P MORGAN CHASE CO 31,129 98,569
29364G103 ENTERGY CORPORATION 28,567 52,366
23304Y100 DBS GROUP HLDGS LTD    
594918104 MICROSOFT CORP 50,784 256,166
17275R102 CISCO SYSTEMS INC 40,526 43,363
166764100 CHEVRON CORP COM 42,793 57,276
00287Y109 ABBVIE INC 32,492 51,046
883556102 THERMO FISHER SCIENT    
91324P102 UNITED HEALTH GROUP    
89151E109 TOTALENERGIES SE A D    
806857108 SCHLUMBERGER LTD    
863667101 STRYKER CORP 36,283 54,993
023135106 AMAZON.COM INC 77,845 104,210
478160104 JOHNSON JOHNSON    
742718109 PROCTER GAMBLE CO 47,370 58,948
74975E303 RWE AG A D R    
11135F101 BROADCOM INC 12,572 103,369
835699307 SONY GROUP CORPORATI 12,707 19,392
824551105 SHIN ETSU CHEM UNSPO    
931142103 WAL MART STORES INC 35,219 74,802
088606108 B H P BILLITON LIMIT    
620076307 MOTOROLA SOLUTIONS I 15,875 37,841
670100205 NOVO NORDISK AS A D 14,348 14,149
N6596X109 NXP SEMICONDUCTORS N    
443251103 HOYA CORP A D R    
136385101 CANADIAN NATURAL RES 12,381 15,386
501889208 LKQ CORPORATION    
34959J108 FORTIVE CORP WI    
456837103 I N G GROEP NV SPONS    
237545108 DASSAULT SYSTEMES SA    
05329W102 AUTONATION INC    
78467K107 SSE PLC SPN A D R    
701094104 PARKER HANNIFIN CORP 26,052 78,927
G3421J106 FERGUSON PLC NEW SHS    
002824100 ABBOTT LABORATORIES    
06738E204 BARCLAYS PLC A D R 13,523 20,542
61174X109 MONSTER BEVERAGE COR    
G87110105 TECHNIPFMC PLC    
67066G104 NVIDIA CORP 51,887 228,296
03073E105 CENCORA INC 14,494 28,486
559222401 MAGNA INTL INC CL    
054536107 AXA SPONS A D R 17,340 23,578
009279100 AIRBUS GROUP NV A D    
115236101 BROWN BROWN INC 20,828 35,478
026874784 AMERICAN INTERNATION 22,255 31,668
053484101 AVALONBAY COMMUNITIE 26,552 25,438
22788C105 CROWDSTRIKE HOLDINGS 11,490 46,857
22822V101 CROWN CASTLE INTL CO    
502117203 LOREAL UNSPON A D R    
693506107 P P G INDS INC    
697435105 PALO ALTO NETWORKS I    
803054204 SAP SE SPON ADR A D 8,338 13,685
857477103 STATE STR CORP 58,677 83,477
883219206 THALES A D R 11,094 20,626
93114W107 WAL MART DE MEXICO S 24,908 28,147
025537101 AMERICAN ELEC PWR CO 19,737 25,940
191241108 COCA COLA FEMSA SAB    
66987V109 NOVARTIS AG A D R    
81762P102 SERVICENOW INC    
86562M209 SUMITOMO MITSUI FINL 22,433 26,443
872590104 T -MOBILE US INC 41,602 52,417
874039100 TAIWAN SEMICONDUCTOR 12,908 20,837
883203101 TEXTRON INC    
91377B109 UNIVERSAL MUSIC GROU 11,683 15,371
92338C103 VERALTO CORP COM SHS 38,790 41,894
G25508105 CRH PLC 16,065 18,360
031162100 AMGEN INC 45,036 39,648
053015103 AUTOMATIC DATA PROCE 12,022 11,411
20449X401 COMPASS GROUP PLC A 7,884 8,285
30303M102 FACEBOOK INC A 50,622 60,523
58933Y105 MERCK AND CO INC 39,708 28,102
595112103 MICRON TECHNOLOGY IN 25,754 28,964
654106103 NIKE INC 35,351 34,099
826197501 SIEMENS AG A D R 17,236 22,552
90353T100 UBER TECHNOLOGIES IN 34,345 46,184
949746101 WELLS FARGO CO NEW C 48,008 49,674

TY 2024 InvestmentsOtherSchedule2
Name:
HWIRWIN & DCH IRWIN FDNFERG
EIN:
93-1067941
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
92220Q103 VARIANT ALTERNATIVE AT COST 49,140 48,195
92535N100 VERSUS CAP RL EST AT COST 97,286 124,538
92532P207 VERSUS CAPITAL REAL AT COST 84,424 87,926
4812A1696 JP MORGAN US SMALL C AT COST 168,922 173,851
464288273 ISHARES MSCI EAFE SM      
412295701 HARDING LOEVNER INS      
464288612 ISHARES INTERMEDIATE      
46434G764 ISHARES INC      
CASH CASH AT COST 1,107 1,107
464288240 ISHARES MSCI ACWI EX AT COST 260,514 281,543
464288588 ISHARES MBS ETF AT COST 274,403 270,873

TY 2024 OtherDecreasesSchedule
Name:
HWIRWIN & DCH IRWIN FDNFERG
EIN:
93-1067941
Description Amount
FMV OVER ASSETS CONTRUBUTED ADJUSTMENT 202,757
COST BASIS ADJUSTMENT 68
VERSUS CAP RL EST ADJUSTMENT 670
VERSUS CAP MM REAL E ADJUSTMENT 2,340
CROWN CASTLE ROC ADJUSTMENT 201


TY 2024 OtherExpensesSchedule
Name:
HWIRWIN & DCH IRWIN FDNFERG
EIN:
93-1067941
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT EXPENSE 38,247 38,247   0
STATE FILING FEE 788 0   788
ADR FEES 274 274   0


TY 2024 OtherProfessionalFeesSchedule
Name:
HWIRWIN & DCH IRWIN FDNFERG
EIN:
93-1067941
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
US BANK FEES AS AGENT 13,384 12,046   1,338


TY 2024 TaxesSchedule
Name:
HWIRWIN & DCH IRWIN FDNFERG
EIN:
93-1067941
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,321 1,321   0
FEDERAL TAX PAYMENT - PRIOR YE 243 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,092 0   0
FOREIGN TAXES ON NONQUALIFIED 153 153   0