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 11-01-2024 , and ending 10-31-2025
Name of foundation
Dollens Family Foundation
 
% Ronald Dollens
Number and street (or P.O. box number if mail is not delivered to street address)9701 Soaring Hawk Circle
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Zionsville, IN46077
A Employer identification number

35-2000508
B Telephone number (see instructions)

(561) 389-7228
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$167,022J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 4,545 4,545  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 36,390
b Gross sales price for all assets on line 6a 223,652
7 Capital gain net income (from Part IV, line 2)... 36,390
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........ 40,935 40,935  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,270 2,270    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
112 112    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
25 25    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,407 2,407   0
25 Contributions, gifts, grants paid....... 137,427 137,427
26 Total expenses and disbursements. Add lines 24 and 25 139,834 2,407   137,427
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -98,899
b Net investment income (if negative, enter -0-) 38,528
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 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............. 8,296 87,117 87,117
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
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)....... 235,385 Click to see attachment
List of Attached Documents:
// Content
57,665 		79,905
c Investments—corporate bonds (attach schedule).......      
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)..........      
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) 243,681 144,782 167,022
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 243,681 144,782
29 Total net assets or fund balances (see instructions)..... 243,681 144,782
30 Total liabilities and net assets/fund balances (see instructions). 243,681 144,782
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
243,681
2
Enter amount from Part I, line 27a .....................
2
-98,899
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
144,782
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
144,782
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 ADVANCED MICRO DEVICES INC COM P 2024-11-18 2025-05-23
b ADVANCED MICRO DEVICES INC COM P 2024-11-18 2025-02-05
c ADVANCED MICRO DEVICES INC COM P 2024-11-18 2025-01-03
d FREEPORT-MCMORAN INC CL B P 2024-11-18 2025-02-05
e FREEPORT-MCMORAN INC CL B P 2024-11-18 2025-01-03
ILLINOIS TOOL WKS INC COM P 2024-11-18 2025-01-03
INVESCO EXCHANGE-TRADED FD TR II PFD ETF P 2024-11-18 2025-01-03
ISHARES INC MSCI NETHERLANDS ETF P 2024-11-13 2025-02-05
ISHARES INC MSCI NETHERLANDS ETF P 2024-11-13 2025-01-03
ISHARES INC MSCI NETHERLANDS ETF P 2024-11-13 2025-05-23
ISHARES TR DOW JONES US ETF FD P 2024-11-13 2025-01-03
ISHARES TR DOW JONES US ETF FD P 2024-11-13 2025-02-05
ISHARES TR DOW JONES US ETF FD P 2024-11-13 2025-05-23
ISHARES TR JPMORGAN USD EMERGING MKTS BD ETF P 2024-11-18 2025-01-03
ISHARES TR MSCI PERU GLOBAL EXPOSURE ETF P 2024-06-21 2025-01-03
ISHARES TR MSCI PERU GLOBAL EXPOSURE ETF P 2024-06-21 2025-02-05
ISHARES TR MSCI PERU GLOBAL EXPOSURE ETF P 2024-06-21 2025-05-23
ISHARES TR MSCI POLAND ETF P 2024-06-27 2025-05-23
ISHARES TR MSCI POLAND ETF P 2024-06-27 2025-02-05
ISHARES TR MSCI POLAND ETF P 2024-06-27 2025-01-03
ISHARES U S ETF TR ISHARES SHORT DURATION BD ACTIVE ETF P 2024-11-18 2025-01-03
LAM RESH CORP COM NEW P 2024-11-18 2025-10-22
MARATHON PETE CORP COM P 2024-11-18 2025-02-05
SPDR SER TR STATE STR SPDR PORTFOLIO LONG TERM CORPORATE BD ETF P 2024-11-18 2025-01-03
SPDR SER TR STATE STREET SPDR BLOOMBERG HIGH YIELD BD ETF NEW P 2024-11-18 2025-01-03
TESLA INC COM P 2024-06-27 2025-02-05
TESLA INC COM P 2024-06-27 2025-01-03
TESLA INC COM P 2024-06-27 2025-05-23
VANGUARD BD INDEX FDS VANGUARD LONG TERM BD ETF P 2024-11-18 2025-01-03
VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF P 2024-11-18 2025-01-03
VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF P 2024-03-25 2025-01-03
VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF P 2024-11-18 2025-01-03
VANGUARD INTL FD FTSE DEVELOPED MKTS ETF P 2024-11-18 2025-01-03
VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS P 2024-03-25 2025-01-03
VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS P 2024-11-18 2025-01-03
ADVANCED MICRO DEVICES INC COM P 2022-06-14 2025-10-22
ADVANCED MICRO DEVICES INC COM P 2022-03-17 2025-05-23
ADVANCED MICRO DEVICES INC COM P 2022-06-28 2025-10-22
ADVANCED MICRO DEVICES INC COM P 2022-06-14 2025-05-23
AMAZON COM INC COM P 2022-06-28 2025-01-03
AMAZON COM INC COM P 2022-06-28 2025-01-21
AMAZON COM INC COM P 2022-06-28 2025-02-05
AMAZON COM INC COM P 2023-03-14 2025-10-22
AMAZON COM INC COM P 2023-03-14 2025-05-23
AMAZON COM INC COM P 2022-06-28 2024-11-18
AMAZON COM INC COM P 2022-06-28 2025-05-23
APPLE INC COM P 2024-03-25 2025-10-22
APPLE INC COM P 2022-03-17 2025-01-03
APPLE INC COM P 2024-03-25 2025-05-23
APPLE INC COM P 2022-03-17 2024-11-18
APPLE INC COM P 2022-03-17 2025-02-05
APPLE INC COM P 2022-03-17 2025-10-22
BANK AMER CORP COM P 2023-11-29 2025-02-05
BANK AMER CORP COM P 2023-11-29 2025-05-23
BANK AMER CORP COM P 2023-11-29 2025-10-22
BANK AMER CORP COM P 2023-11-29 2025-01-21
BANK AMER CORP COM P 2023-11-29 2025-01-03
CATERPILLAR INC COM P 2022-03-17 2025-10-22
CATERPILLAR INC COM P 2022-03-17 2024-11-18
CATERPILLAR INC COM P 2021-02-02 2025-10-22
CATERPILLAR INC COM P 2022-03-17 2025-05-23
CATERPILLAR INC COM P 2022-03-17 2025-01-21
CHEVRON CORP NEW COM P 2022-03-17 2025-10-22
CHEVRON CORP NEW COM P 2022-03-17 2025-07-21
DEERE CO COM P 2020-12-02 2025-10-22
DEERE CO COM P 2022-03-17 2025-01-21
DEERE CO COM P 2022-03-17 2025-05-23
DEERE CO COM P 2022-03-17 2025-01-03
EXXON MOBIL CORP COM P 2023-03-14 2025-02-05
EXXON MOBIL CORP COM P 2023-03-14 2025-01-03
EXXON MOBIL CORP COM P 2023-03-14 2025-01-21
EXXON MOBIL CORP COM P 2023-03-14 2025-05-23
EXXON MOBIL CORP COM P 2021-03-18 2025-10-22
EXXON MOBIL CORP COM P 2021-03-18 2025-05-23
FREEPORT-MCMORAN INC CL B P 2022-06-14 2025-02-05
FREEPORT-MCMORAN INC CL B P 2023-05-10 2025-10-22
FREEPORT-MCMORAN INC CL B P 2021-03-18 2025-05-23
FREEPORT-MCMORAN INC CL B P 2023-11-09 2025-10-22
FREEPORT-MCMORAN INC CL B P 2021-03-18 2025-02-05
FREEPORT-MCMORAN INC CL B P 2023-05-10 2025-05-23
FREEPORT-MCMORAN INC CL B P 2022-06-28 2025-10-22
HESS CORP S/M EFF 07/21/2025 1.025 NEW CU XXX-XX-XXXX CHEVRON CORP FOR 1 OLD P 2022-06-28 2025-01-21
HESS CORP S/M EFF 07/21/2025 1.025 NEW CU XXX-XX-XXXX CHEVRON CORP FOR 1 OLD P 2022-03-17 2025-01-21
HESS CORP S/M EFF 07/21/2025 1.025 NEW CU XXX-XX-XXXX CHEVRON CORP FOR 1 OLD P 2022-03-17 2025-02-05
HESS CORP S/M EFF 07/21/2025 1.025 NEW CU XXX-XX-XXXX CHEVRON CORP FOR 1 OLD P 2022-03-17 2025-05-23
ILLINOIS TOOL WKS INC COM P 2022-06-28 2025-05-23
ILLINOIS TOOL WKS INC COM P 2022-06-28 2025-01-21
ILLINOIS TOOL WKS INC COM P 2022-06-28 2025-10-22
INVESCO EXCHANGE-TRADED FD TR II PFD ETF P 2022-03-17 2025-05-23
INVESCO EXCHANGE-TRADED FD TR II PFD ETF P 2022-03-17 2025-01-03
INVESCO EXCHANGE-TRADED FD TR II PFD ETF P 2022-03-17 2025-10-22
INVESCO EXCHANGE-TRADED FD TR II PFD ETF P 2022-03-17 2025-01-21
INVESCO EXCHANGE-TRADED FD TR II PFD ETF P 2022-03-17 2025-02-05
ISHARES INC CORE MSCI EMERGING MKTS ETF P 2022-03-17 2024-11-18
ISHARES INC CORE MSCI EMERGING MKTS ETF P 2022-03-17 2025-05-23
ISHARES INC CORE MSCI EMERGING MKTS ETF P 2022-03-17 2025-02-05
ISHARES INC CORE MSCI EMERGING MKTS ETF P 2022-03-17 2025-10-22
ISHARES INC CORE MSCI EMERGING MKTS ETF P 2022-03-17 2025-01-21
ISHARES INC CORE MSCI EMERGING MKTS ETF P 2022-03-17 2025-01-03
ISHARES INC MSCI FRANCE ETF P 2023-03-09 2024-11-13
ISHARES INC MSCI ITALY ETF P 2023-05-11 2025-01-03
ISHARES INC MSCI ITALY ETF P 2023-05-11 2024-11-18
ISHARES INC MSCI ITALY ETF P 2023-05-11 2025-02-05
ISHARES INC MSCI ITALY ETF P 2023-05-11 2025-05-23
ISHARES INC MSCI ITALY ETF P 2023-05-11 2025-10-22
ISHARES INC MSCI ITALY ETF P 2023-05-11 2025-01-21
ISHARES INC MSCI SPAIN ETF P 2023-05-11 2024-11-13
ISHARES TR JPMORGAN USD EMERGING MKTS BD ETF P 2020-04-14 2025-01-03
ISHARES TR JPMORGAN USD EMERGING MKTS BD ETF P 2022-03-17 2025-02-05
ISHARES TR JPMORGAN USD EMERGING MKTS BD ETF P 2022-03-17 2025-01-21
ISHARES TR JPMORGAN USD EMERGING MKTS BD ETF P 2020-04-15 2025-01-03
ISHARES TR JPMORGAN USD EMERGING MKTS BD ETF P 2022-03-17 2025-10-22
ISHARES TR JPMORGAN USD EMERGING MKTS BD ETF P 2022-03-17 2025-05-23
ISHARES TR MSCI PERU GLOBAL EXPOSURE ETF P 2024-06-21 2025-10-22
ISHARES TR MSCI POLAND ETF P 2024-06-27 2025-10-22
ISHARES TR RUSSELL 2000 ETF P 2021-01-07 2024-11-18
ISHARES TR RUSSELL 2000 ETF P 2022-03-17 2025-05-23
ISHARES TR RUSSELL 2000 ETF P 2021-01-29 2024-11-18
ISHARES TR RUSSELL 2000 ETF P 2022-03-17 2025-02-05
ISHARES TR RUSSELL 2000 ETF P 2022-03-17 2025-01-21
ISHARES TR RUSSELL 2000 ETF P 2021-01-07 2025-01-03
ISHARES TR RUSSELL 2000 ETF P 2022-03-17 2025-10-22
ISHARES TR RUSSELL 2000 ETF P 2022-03-17 2025-01-03
ISHARES TR RUSSELL 2000 GROWTH ETF P 2022-03-17 2024-11-18
ISHARES TR RUSSELL 2000 GROWTH ETF P 2022-03-17 2025-05-23
ISHARES TR RUSSELL 2000 GROWTH ETF P 2022-03-17 2025-10-22
ISHARES TR RUSSELL 2000 GROWTH ETF P 2022-03-17 2025-01-21
ISHARES TR RUSSELL 2000 GROWTH ETF P 2022-03-17 2025-01-03
ISHARES TR RUSSELL 2000 GROWTH ETF P 2022-03-17 2025-02-05
ISHARES TR RUSSELL 2000 VALUE ETF P 2021-04-19 2025-10-22
ISHARES TR RUSSELL 2000 VALUE ETF P 2022-03-17 2025-10-22
ISHARES TR RUSSELL 2000 VALUE ETF P 2022-03-17 2025-01-03
ISHARES TR RUSSELL 2000 VALUE ETF P 2022-03-17 2025-02-05
ISHARES TR RUSSELL 2000 VALUE ETF P 2022-03-17 2025-01-21
ISHARES TR RUSSELL 2000 VALUE ETF P 2022-03-17 2025-05-23
ISHARES TR RUSSELL 2000 VALUE ETF P 2022-03-17 2024-11-18
ISHARES TR RUSSELL MID-CAP ETF P 2022-03-17 2025-02-05
ISHARES TR RUSSELL MID-CAP ETF P 2022-03-17 2024-11-18
ISHARES TR RUSSELL MID-CAP ETF P 2022-03-17 2025-10-22
ISHARES TR RUSSELL MID-CAP ETF P 2022-03-17 2025-01-21
ISHARES TR RUSSELL MID-CAP ETF P 2022-03-17 2025-01-03
ISHARES TR RUSSELL MID-CAP ETF P 2022-03-17 2025-05-23
ISHARES TR RUSSELL MID-CAP GROWTH ETF P 2022-03-17 2025-01-21
ISHARES TR RUSSELL MID-CAP GROWTH ETF P 2022-03-17 2024-11-18
ISHARES TR RUSSELL MID-CAP GROWTH ETF P 2022-03-17 2025-02-05
ISHARES TR RUSSELL MID-CAP GROWTH ETF P 2022-03-17 2025-10-22
ISHARES TR RUSSELL MID-CAP GROWTH ETF P 2022-03-17 2025-01-03
ISHARES TR RUSSELL MID-CAP GROWTH ETF P 2022-03-17 2025-05-23
ISHARES TR RUSSELL MID-CAP VALUE ETF P 2022-03-17 2025-10-22
ISHARES TR RUSSELL MID-CAP VALUE ETF P 2021-05-20 2025-10-22
ISHARES TR RUSSELL MID-CAP VALUE ETF P 2022-03-17 2025-01-03
ISHARES TR RUSSELL MID-CAP VALUE ETF P 2022-03-17 2025-01-21
ISHARES TR RUSSELL MID-CAP VALUE ETF P 2022-03-17 2025-05-23
ISHARES TR RUSSELL MID-CAP VALUE ETF P 2022-03-17 2025-02-05
ISHARES TR RUSSELL MID-CAP VALUE ETF P 2022-03-17 2024-11-18
ISHARES TR SP 500 VALUE ETF P 2022-03-17 2025-02-05
ISHARES TR SP 500 VALUE ETF P 2022-03-17 2024-11-18
ISHARES TR SP 500 VALUE ETF P 2022-03-17 2025-05-23
ISHARES TR SP 500 VALUE ETF P 2022-03-17 2025-01-21
ISHARES TR SP 500 VALUE ETF P 2022-03-17 2025-10-22
ISHARES TR SP 500 VALUE ETF P 2022-03-17 2025-01-03
ISHARES U S ETF TR ISHARES SHORT DURATION BD ACTIVE ETF P 2021-07-26 2025-01-03
ISHARES U S ETF TR ISHARES SHORT DURATION BD ACTIVE ETF P 2022-03-17 2025-01-21
ISHARES U S ETF TR ISHARES SHORT DURATION BD ACTIVE ETF P 2022-03-17 2025-02-05
ISHARES U S ETF TR ISHARES SHORT DURATION BD ACTIVE ETF P 2022-03-17 2025-05-23
ISHARES U S ETF TR ISHARES SHORT DURATION BD ACTIVE ETF P 2021-07-26 2025-01-21
ISHARES U S ETF TR ISHARES SHORT DURATION BD ACTIVE ETF P 2022-03-17 2025-10-22
ISHARES U S ETF TR ISHARES SHORT DURATION BD ACTIVE ETF P 2022-03-17 2025-01-21
ISHARES U S ETF TR ISHARES SHORT DURATION BD ACTIVE ETF P 2024-03-25 2025-05-23
J P MORGAN EXCHANGE-TRADED FD TR EQUITY PREMIUM INCOME ETF P 2023-07-03 2025-10-22
J P MORGAN EXCHANGE-TRADED FD TR EQUITY PREMIUM INCOME ETF P 2023-07-03 2024-11-18
J P MORGAN EXCHANGE-TRADED FD TR EQUITY PREMIUM INCOME ETF P 2023-07-03 2025-01-21
J P MORGAN EXCHANGE-TRADED FD TR EQUITY PREMIUM INCOME ETF P 2023-07-03 2025-01-03
J P MORGAN EXCHANGE-TRADED FD TR EQUITY PREMIUM INCOME ETF P 2023-07-03 2025-05-23
J P MORGAN EXCHANGE-TRADED FD TR EQUITY PREMIUM INCOME ETF P 2023-07-03 2025-02-05
LAM RESH CORP COM NEW P 2022-03-17 2025-10-22
LAM RESH CORP COM NEW P 2022-03-17 2025-01-03
LAM RESH CORP COM NEW P 2022-03-17 2025-02-05
LAM RESH CORP COM NEW P 2022-03-17 2025-05-23
LILLY ELI CO COM P 2023-08-30 2025-01-03
LILLY ELI CO COM P 2023-08-30 2025-10-22
LOWES COS INC COM P 2022-03-17 2025-01-21
LOWES COS INC COM P 2022-06-14 2025-10-22
LOWES COS INC COM P 2022-03-17 2025-05-23
LOWES COS INC COM P 2022-03-17 2025-01-03
LOWES COS INC COM P 2022-03-17 2025-10-22
MARATHON PETE CORP COM P 2023-03-09 2025-05-23
MARATHON PETE CORP COM P 2023-03-09 2025-10-22
MARATHON PETE CORP COM P 2023-03-09 2025-02-05
METLIFE INC COM P 2022-03-17 2025-01-21
METLIFE INC COM P 2021-04-19 2025-05-23
METLIFE INC COM P 2022-03-17 2025-01-03
METLIFE INC COM P 2022-03-17 2024-11-18
METLIFE INC COM P 2022-03-17 2025-05-23
METLIFE INC COM P 2021-04-19 2025-10-22
METLIFE INC COM P 2022-03-17 2025-02-05
MICROSOFT CORP COM P 2022-03-17 2025-05-23
MICROSOFT CORP COM P 2022-03-17 2025-01-03
MICROSOFT CORP COM P 2022-03-17 2025-10-22
NEXTPOWER INC CL A P 2023-08-30 2025-01-21
NEXTPOWER INC CL A P 2023-08-30 2025-05-23
NEXTPOWER INC CL A P 2023-08-30 2025-01-03
NEXTPOWER INC CL A P 2023-08-30 2025-10-22
NEXTPOWER INC CL A P 2023-08-30 2025-02-05
NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIP P 2023-08-30 2025-10-22
NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIP P 2023-08-30 2025-01-21
NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIP P 2023-08-30 2025-02-05
NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIP P 2023-08-30 2025-05-23
NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIP P 2023-08-30 2024-11-18
PALO ALTO NETWORKS INC COM P 2023-03-09 2025-01-21
PALO ALTO NETWORKS INC COM P 2023-03-09 2025-01-03
PALO ALTO NETWORKS INC COM P 2023-03-09 2025-02-05
PALO ALTO NETWORKS INC COM P 2023-03-09 2025-05-23
PALO ALTO NETWORKS INC COM P 2023-03-09 2025-10-22
PALO ALTO NETWORKS INC COM P 2023-03-09 2024-11-18
SCHWAB CHARLES CORP NEW COM P 2021-03-18 2025-01-21
SCHWAB CHARLES CORP NEW COM P 2021-03-18 2025-01-03
SCHWAB CHARLES CORP NEW COM P 2022-06-14 2025-05-23
SCHWAB CHARLES CORP NEW COM P 2023-03-14 2025-10-22
SCHWAB CHARLES CORP NEW COM P 2022-03-17 2024-11-18
SCHWAB CHARLES CORP NEW COM P 2023-03-14 2025-05-23
SCHWAB CHARLES CORP NEW COM P 2022-06-14 2025-01-21
SCHWAB CHARLES CORP NEW COM P 2022-06-14 2025-02-05
SELECT SECTOR SPDR TR COMMUNICATION SVCS SELECT SECTOR SPDR FD P 2022-03-17 2025-02-05
SELECT SECTOR SPDR TR COMMUNICATION SVCS SELECT SECTOR SPDR FD P 2022-03-17 2025-01-03
SELECT SECTOR SPDR TR COMMUNICATION SVCS SELECT SECTOR SPDR FD P 2022-03-17 2025-01-21
SELECT SECTOR SPDR TR COMMUNICATION SVCS SELECT SECTOR SPDR FD P 2022-03-17 2025-05-23
SELECT SECTOR SPDR TR COMMUNICATION SVCS SELECT SECTOR SPDR FD P 2022-03-17 2024-11-18
SELECT SECTOR SPDR TR COMMUNICATION SVCS SELECT SECTOR SPDR FD P 2022-03-17 2025-10-22
SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY P 2022-03-17 2024-11-18
SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY P 2022-03-17 2025-01-03
SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY P 2022-03-17 2025-10-22
SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY P 2022-03-17 2025-05-23
SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY P 2022-03-17 2025-01-21
SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY P 2022-03-17 2025-02-05
SELECT SECTOR SPDR TR INDL P 2022-06-28 2025-01-03
SELECT SECTOR SPDR TR INDL P 2022-06-28 2024-11-18
SELECT SECTOR SPDR TR INDL P 2022-06-28 2025-01-21
SELECT SECTOR SPDR TR INDL P 2022-06-28 2025-10-22
SELECT SECTOR SPDR TR INDL P 2022-06-28 2025-05-23
SELECT SECTOR SPDR TR INDL P 2022-06-28 2025-02-05
SELECT SECTOR SPDR TR TECHNOLOGY P 2024-02-26 2025-05-23
SELECT SECTOR SPDR TR TECHNOLOGY P 2022-03-17 2025-02-05
SELECT SECTOR SPDR TR TECHNOLOGY P 2022-03-17 2025-01-03
SELECT SECTOR SPDR TR TECHNOLOGY P 2022-03-17 2025-10-22
SELECT SECTOR SPDR TR TECHNOLOGY P 2024-02-26 2025-10-22
SPDR SP 500 ETF TR TR UNIT P 2022-03-17 2025-05-23
SPDR SP 500 ETF TR TR UNIT P 2022-03-17 2025-01-03
SPDR SP 500 ETF TR TR UNIT P 2022-03-17 2025-01-21
SPDR SP 500 ETF TR TR UNIT P 2022-03-17 2025-10-22
SPDR SER TR STATE STR SPDR PORTFOLIO LONG TERM CORPORATE BD ETF P 2022-03-17 2025-02-05
SPDR SER TR STATE STR SPDR PORTFOLIO LONG TERM CORPORATE BD ETF P 2022-03-17 2025-05-23
SPDR SER TR STATE STR SPDR PORTFOLIO LONG TERM CORPORATE BD ETF P 2021-07-26 2025-01-03
SPDR SER TR STATE STR SPDR PORTFOLIO LONG TERM CORPORATE BD ETF P 2022-03-17 2025-01-21
SPDR SER TR STATE STR SPDR PORTFOLIO LONG TERM CORPORATE BD ETF P 2021-07-26 2025-01-21
SPDR SER TR STATE STR SPDR PORTFOLIO LONG TERM CORPORATE BD ETF P 2021-07-26 2025-02-05
SPDR SER TR STATE STR SPDR PORTFOLIO LONG TERM CORPORATE BD ETF P 2022-03-17 2025-10-22
SPDR SER TR STATE STREET SPDR BLOOMBERG HIGH YIELD BD ETF NEW P 2020-08-21 2025-01-21
SPDR SER TR STATE STREET SPDR BLOOMBERG HIGH YIELD BD ETF NEW P 2022-03-17 2025-02-05
SPDR SER TR STATE STREET SPDR BLOOMBERG HIGH YIELD BD ETF NEW P 2022-03-17 2025-01-21
SPDR SER TR STATE STREET SPDR BLOOMBERG HIGH YIELD BD ETF NEW P 2022-03-17 2025-10-22
SPDR SER TR STATE STREET SPDR BLOOMBERG HIGH YIELD BD ETF NEW P 2020-08-21 2025-02-05
SPDR SER TR STATE STREET SPDR BLOOMBERG HIGH YIELD BD ETF NEW P 2020-08-21 2025-01-03
SPDR SER TR STATE STREET SPDR BLOOMBERG HIGH YIELD BD ETF NEW P 2022-03-17 2025-05-23
T-MOBILE US INC COM P 2022-03-17 2025-05-23
T-MOBILE US INC COM P 2022-03-17 2024-11-18
T-MOBILE US INC COM P 2022-03-17 2025-10-22
T-MOBILE US INC COM P 2022-03-17 2025-02-05
T-MOBILE US INC COM P 2022-03-17 2025-01-03
TESLA INC COM P 2024-06-27 2025-10-22
TRACTOR SUPPLY CO COM P 2022-03-17 2025-05-23
TRACTOR SUPPLY CO COM P 2022-03-17 2025-01-03
TRACTOR SUPPLY CO COM P 2022-03-17 2025-02-05
TRACTOR SUPPLY CO COM P 2020-08-21 2025-05-23
TRACTOR SUPPLY CO COM P 2020-08-21 2025-10-22
TRACTOR SUPPLY CO COM P 2022-03-17 2025-01-21
VANGUARD BD INDEX FDS VANGUARD LONG TERM BD ETF P 2020-12-23 2025-01-03
VANGUARD BD INDEX FDS VANGUARD LONG TERM BD ETF P 2022-03-17 2025-05-23
VANGUARD BD INDEX FDS VANGUARD LONG TERM BD ETF P 2022-03-17 2025-01-21
VANGUARD BD INDEX FDS VANGUARD LONG TERM BD ETF P 2022-03-17 2025-10-22
VANGUARD BD INDEX FDS VANGUARD LONG TERM BD ETF P 2022-03-17 2025-02-05
VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF P 2022-03-17 2025-10-22
VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF P 2022-03-17 2025-05-23
VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF P 2021-03-17 2025-01-03
VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF P 2022-03-17 2025-02-05
VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF P 2022-03-17 2025-01-21
VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF P 2021-02-19 2025-01-21
VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF P 2021-02-19 2025-01-03
VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF P 2022-03-17 2025-01-21
VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF P 2022-03-17 2025-02-05
VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF P 2022-03-17 2025-05-23
VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF P 2021-02-19 2025-02-05
VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF P 2022-03-17 2025-10-22
VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF P 2022-03-17 2025-05-23
VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF P 2022-03-17 2025-01-21
VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF P 2022-03-17 2024-11-18
VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF P 2022-03-17 2025-02-05
VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF P 2022-03-17 2025-01-03
VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF P 2022-03-17 2025-10-22
VANGUARD INTL FD FTSE DEVELOPED MKTS ETF P 2022-03-17 2025-05-23
VANGUARD INTL FD FTSE DEVELOPED MKTS ETF P 2022-03-17 2025-01-21
VANGUARD INTL FD FTSE DEVELOPED MKTS ETF P 2022-03-17 2025-01-03
VANGUARD INTL FD FTSE DEVELOPED MKTS ETF P 2022-03-17 2025-10-22
VANGUARD INTL FD FTSE DEVELOPED MKTS ETF P 2022-03-17 2025-02-05
VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS P 2022-03-17 2025-02-05
VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS P 2020-06-03 2025-01-03
VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS P 2022-03-17 2025-05-23
VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS P 2020-06-03 2025-02-05
VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS P 2020-06-03 2025-01-21
VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS P 2022-03-17 2025-01-21
VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS P 2022-03-17 2025-10-22
(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 111   140 -29
b 217   279 -62
c 125   140 -15
d 73   87 -14
e 38   43 -5
253   271 -18
94   96 -2
601   584 17
582   584 -2
784   674 110
579   586 -7
441   440 1
566   586 -20
179   181 -2
320   323 -3
619   606 13
791   687 104
1,073   880 193
776   807 -31
361   416 -55
101   101  
418   211 207
315   318 -3
133   137 -4
192   193 -1
381   195 186
1,634   781 853
341   195 146
68   70 -2
77   77  
287   290 -3
287   290 -3
240   247 -7
80   80  
80   81 -1
228   87 141
111   111  
913   323 590
221   174 47
895   430 465
462   215 247
236   107 129
656   282 374
202   94 108
403   215 188
202   107 95
258   171 87
1,457   953 504
586   512 74
1,602   1,112 490
918   635 283
1,551   953 598
187   122 65
390   274 116
508   305 203
329   213 116
1,252   853 399
514   219 295
385   219 166
514   191 323
344   219 125
400   219 181
310   189 121
19   12 7
470   258 212
464   394 70
511   394 117
422   394 28
110   85 25
108   85 23
112   85 27
106   88 18
229   142 87
100   69 31
36   37 -1
40   36 4
311   291 20
81   67 14
110   109 1
39   36 3
162   124 38
150   112 38
150   97 53
143   97 46
131   97 34
485   366 119
262   183 79
258   183 75
403   498 -95
259   296 -37
463   538 -75
221   256 -35
233   269 -36
163   164 -1
2,470   2,350 120
1,068   1,093 -25
2,415   1,968 447
1,005   1,038 -33
1,262   1,312 -50
2,387   2,412 -25
357   313 44
623   532 91
272   219 53
987   657 330
508   313 195
458   376 82
3,473   3,033 440
179   204 -25
637   684 -47
632   684 -52
627   699 -72
1,249   1,270 -21
1,349   1,466 -117
849   566 283
608   440 168
1,148   1,037 111
3,652   3,667 -15
689   623 66
2,739   2,445 294
3,432   3,056 376
1,348   1,245 103
7,301   6,112 1,189
2,471   2,241 230
295   252 43
534   504 30
1,607   1,261 346
600   504 96
884   756 128
600   504 96
1,247   1,125 122
356   323 33
663   645 18
504   484 20
845   807 38
895   968 -73
521   484 37
2,856   2,354 502
1,924   1,595 329
6,350   5,012 1,338
3,983   3,266 717
4,297   3,645 652
5,446   4,709 737
804   577 227
514   385 129
817   577 240
1,414   962 452
1,169   866 303
1,043   770 273
279   235 44
1,115   917 198
782   704 78
811   704 107
1,143   1,056 87
533   470 63
405   352 53
391   306 85
201   153 48
747   612 135
391   306 85
1,043   765 278
575   459 116
353   351 2
51   50 1
253   248 5
457   446 11
51   50 1
411   396 15
152   149 3
152   151 1
460   440 20
357   330 27
295   275 20
406   385 21
500   495 5
235   220 15
557   206 351
451   309 142
400   258 142
406   258 148
782   552 230
808   552 256
265   229 36
245   178 67
222   229 -7
248   229 19
245   229 16
319   259 60
367   259 108
158   130 28
263   203 60
155   126 29
248   203 45
167   135 32
77   68 9
237   190 47
84   68 16
904   582 322
423   291 132
523   291 232
213   210 3
395   295 100
280   295 -15
517   253 264
194   168 26
53   95 -42
81   95 -14
173   189 -16
67   95 -28
200   189 11
184   92 92
183   92 91
185   92 93
187   92 95
423   185 238
388   185 203
79   67 12
74   67 7
263   185 78
378   224 154
163   176 -13
88   56 32
157   123 34
245   185 60
1,422   934 488
2,059   1,401 658
1,182   801 381
2,309   1,534 775
1,630   1,134 496
2,668   1,534 1,134
647   526 121
1,355   1,052 303
1,188   877 311
1,056   877 179
689   526 163
458   351 107
532   351 181
418   263 155
561   351 210
920   527 393
988   615 373
410   263 147
1,819   1,647 172
1,852   1,200 652
3,063   1,950 1,113
284   150 134
2,558   1,853 705
1,161   873 288
1,184   873 311
601   436 165
1,335   873 462
158   195 -37
517   668 -151
244   355 -111
179   223 -44
134   194 -60
136   194 -58
587   696 -109
194   210 -16
483   510 -27
484   510 -26
1,167   1,224 -57
193   210 -17
864   946 -82
1,332   1,428 -96
242   129 113
714   386 328
227   129 98
479   257 222
220   129 91
433   195 238
200   183 17
261   228 33
107   91 16
50   31 19
331   185 146
226   183 43
68   108 -40
200   275 -75
69   92 -23
217   275 -58
140   183 -43
633   628 5
703   706 -3
463   493 -30
388   392 -4
387   392 -5
577   690 -113
719   863 -144
288   320 -32
291   320 -29
1,732   1,921 -189
581   690 -109
1,575   1,681 -106
4,445   4,233 212
1,725   1,775 -50
909   910 -1
1,786   1,821 -35
2,296   2,367 -71
3,923   3,277 646
1,210   1,046 164
593   571 22
336   333 3
972   761 211
502   476 26
162   173 -11
401   468 -67
890   952 -62
162   187 -25
161   187 -26
322   346 -24
677   693 -16
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       -29
b       -62
c       -15
d       -14
e       -5
      -18
      -2
      17
      -2
      110
      -7
      1
      -20
      -2
      -3
      13
      104
      193
      -31
      -55
       
      207
      -3
      -4
      -1
      186
      853
      146
      -2
       
      -3
      -3
      -7
       
      -1
      141
       
      590
      47
      465
      247
      129
      374
      108
      188
      95
      87
      504
      74
      490
      283
      598
      65
      116
      203
      116
      399
      295
      166
      323
      125
      181
      121
      7
      212
      70
      117
      28
      25
      23
      27
      18
      87
      31
      -1
      4
      20
      14
      1
      3
      38
      38
      53
      46
      34
      119
      79
      75
      -95
      -37
      -75
      -35
      -36
      -1
      120
      -25
      447
      -33
      -50
      -25
      44
      91
      53
      330
      195
      82
      440
      -25
      -47
      -52
      -72
      -21
      -117
      283
      168
      111
      -15
      66
      294
      376
      103
      1,189
      230
      43
      30
      346
      96
      128
      96
      122
      33
      18
      20
      38
      -73
      37
      502
      329
      1,338
      717
      652
      737
      227
      129
      240
      452
      303
      273
      44
      198
      78
      107
      87
      63
      53
      85
      48
      135
      85
      278
      116
      2
      1
      5
      11
      1
      15
      3
      1
      20
      27
      20
      21
      5
      15
      351
      142
      142
      148
      230
      256
      36
      67
      -7
      19
      16
      60
      108
      28
      60
      29
      45
      32
      9
      47
      16
      322
      132
      232
      3
      100
      -15
      264
      26
      -42
      -14
      -16
      -28
      11
      92
      91
      93
      95
      238
      203
      12
      7
      78
      154
      -13
      32
      34
      60
      488
      658
      381
      775
      496
      1,134
      121
      303
      311
      179
      163
      107
      181
      155
      210
      393
      373
      147
      172
      652
      1,113
      134
      705
      288
      311
      165
      462
      -37
      -151
      -111
      -44
      -60
      -58
      -109
      -16
      -27
      -26
      -57
      -17
      -82
      -96
      113
      328
      98
      222
      91
      238
      17
      33
      16
      19
      146
      43
      -40
      -75
      -23
      -58
      -43
      5
      -3
      -30
      -4
      -5
      -113
      -144
      -32
      -29
      -189
      -109
      -106
      212
      -50
      -1
      -35
      -71
      646
      164
      22
      3
      211
      26
      -11
      -67
      -62
      -25
      -26
      -24
      -16
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 36,390
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 1,541
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) 1 536
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  
3 Add lines 1 and 2........................... 3 536
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 536
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 3
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 539
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 arrow   Refundedright arrow 11  
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 arrowCA
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 arrowRonald Dollens Telephone no.right arrow (561) 389-7228

Located atright arrow9701 Soaring Hawk CircleZionsvilleIN ZIP+4right arrow46077
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
Ronald Dollens Director
001.00 		0    
9701 Soaring Hawk Circle
Zionsville,IN46077
Susan Dollens Director
001.00 		0    
9701 Soaring Hawk Circle
Zionsville,IN46077
Stephanie Pryor Director
001.00 		0    
9701 Soaring Hawk Circle
Zionsville,IN46077
W Grant Dollens Director
001.00 		0    
9701 Soaring Hawk Circle
Zionsville,IN46077
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  
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 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 N/A 0
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
171,888
b
Average of monthly cash balances.......................
1b
33,727
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
205,615
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
205,615
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,084
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
202,531
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
10,127
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
10,127
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
536
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
536
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
9,591
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
9,591
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
9,591
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 Click to see attachment
List of Attached Documents:
// Content
..........
1a
137,427
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
137,427
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 9,591
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 90,400
b From 2020...... 70,313
c From 2021...... 148,169
d From 2022...... 64,013
e From 2023...... 65,933
f Total of lines 3a through e ........ 438,828
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 137,427
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 9,591
e Remaining amount distributed out of corpus 127,836
5 Excess distributions carryover applied to 2024.    
(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 5 566,664
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		90,400
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		476,264
10 Analysis of line 9:
a Excess from 2020.... 70,313
b Excess from 2021.... 148,169
c Excess from 2022.... 64,013
d Excess from 2023.... 65,933
e Excess from 2024.... 127,836
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).)
Ronald and Susan Dollens
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
None
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
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

First Scotts Presbyterian

53 Meeting St
Charleston,SC29401 		None Publc General 3,250

Water First

PO Box 7410928
Chicago,IL60674 		None Publc General 2,700

SCDS Annual Fund

2619 4th Ave N
Seattle,WA98109 		None Publc General 10,697

The Highlands School

1012 SW Trenton ST
Seattle,WA98106 		None Publc General 1,000

Bellevue Presbyterian Church

1717 Bellevue Way
Bellevue,WA98004 		None Publc General 250

Leukemia and Lymphoma Society

1201 15th St NW
Washington,DC20005 		None Publc General 2,500

Seattle University Preparatory

8000 25th Ave NE
Seattle,WA98115 		None Publc General 1,196

Historic Charleston

40 E Bay St
Charleston,SC29401 		None Publc General 5,000

Stanford University

450 Jane Stanford Way
Stanford,CA94305 		None Publc General 75,000

Juvenile Diabetes Foundation

200 Vesey St 28th Floor
New York,NY10281 		None Publc General 2,500

Focusing Philanthropy

1637 16th St
Santa Monica,CA90404 		None Publc General 33,334
Total .................................right arrow 3a 137,427
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 4,545  
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 36,390  
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) ..   40,935  
13Total. Add line 12, columns (b), (d), and (e)..................
13
40,935
(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: 24019898
Software Version: 24.0.1.0


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpStockSchedule
Name:
Dollens Family Foundation
EIN:
35-2000508
Software ID:
24019898
Software Version:
24.0.1.0
Name of Stock End of Year Book Value End of Year Fair Market Value
Pershing brokerage account 57,665 79,905

TY 2024 OtherExpensesSchedule
Name:
Dollens Family Foundation
EIN:
35-2000508
Software ID:
24019898
Software Version:
24.0.1.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
California annual fee 25 25    


TY 2024 OtherProfessionalFeesSchedule
Name:
Dollens Family Foundation
EIN:
35-2000508
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Advisor fees 2,270 2,270    


TY 2024 TaxesSchedule
Name:
Dollens Family Foundation
EIN:
35-2000508
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Federal tax 108 108    
Foreign tax withheld 4 4