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
GULTON FOUNDATION INC
C/O BREDEFELD & ASSOC PC
Number and street (or P.O. box number if mail is not delivered to street address)125 MAPLE AVE C
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHESTER, NJ07930
A Employer identification number

13-6105207
B Telephone number (see instructions)

(732) 764-9292
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$4,021,186J 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 3,438 3,438  
4 Dividends and interest from securities... 127,633 127,633  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 83,449
b Gross sales price for all assets on line 6a 530,363
7 Capital gain net income (from Part IV, line 2)... 83,449
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........ 214,520 214,520  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
16,200 8,100   8,100
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
18,070 9,035   9,035
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
605 605   0
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
420 0   420
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,295 17,740   17,555
25 Contributions, gifts, grants paid....... 162,500 162,500
26 Total expenses and disbursements. Add lines 24 and 25 197,795 17,740   180,055
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 16,725
b Net investment income (if negative, enter -0-) 196,780
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.............      
2 Savings and temporary cash investments......... 79,261 95,260 95,260
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)....... 2,864,500 Click to see attachment
List of Attached Documents:
// Content
2,865,226 		3,925,926
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) 2,943,761 2,960,486 4,021,186
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 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........ 2,975,131 2,975,131
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -31,370 -14,645
29 Total net assets or fund balances (see instructions)..... 2,943,761 2,960,486
30 Total liabilities and net assets/fund balances (see instructions). 2,943,761 2,960,486
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
2,943,761
2
Enter amount from Part I, line 27a .....................
2
16,725
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,960,486
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,960,486
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 13 SHARES ALIMENTATION COUCHE-TARD   2023-05-25 2025-03-17
b 2 SHARES ALPHABET, INC. CLASS C   2019-08-13 2025-03-31
c 2 SHARES ALPHABET, INC. CLASS C   2019-08-13 2025-09-24
d 1 SHARES APPLE INC.   2016-05-13 2025-02-26
e 1 SHARES APPLE INC.   2016-05-13 2025-02-26
3 SHARES ASHTEAD GROUP   2023-07-24 2025-10-30
1 SHARES ASML HOLDING   2020-12-04 2024-12-18
0.5 SHARES BROOKFIELD CORPORATION   2022-04-06 2025-10-16
8 SHARES CBRE GROUP INC   2024-10-28 2025-08-05
1 SHARES CENCORA INC   2022-12-19 2025-04-22
1 SHARES CENCORA INC   2022-12-19 2025-04-22
2 SHARES CONOCOPHILLIPS   2020-04-06 2025-09-24
5 SHARES CONOCOPHILLIPS   2020-04-06 2025-09-24
4 SHARES COPART INC   2022-10-19 2025-07-03
1 SHARES DANAHER CORP.   2020-04-06 2025-04-22
1 SHARES DANAHER CORP.   2020-04-06 2025-10-08
4 SHARES EATON CORP PLC   2021-05-21 2025-10-31
1 SHARES EATON CORP PLC   2025-07-08 2025-10-31
2 SHARES FISERV INC   2024-03-25 2025-04-25
8 SHARES FISERV INC   2024-03-25 2025-08-14
3 SHARES FISERV INC   2024-05-01 2025-03-11
2 SHARES FISERV INC   2024-05-01 2025-04-25
3 SHARES FORTINET INC   2024-01-10 2025-08-20
2 SHARES HILTON WORLDWIDE HOLDINGS   2020-04-06 2025-03-25
7 SHARES HOWMET AEROSPACE INC   2022-07-27 2025-02-27
3 SHARES HOWMET AEROSPACE INC   2022-07-27 2025-05-30
4 SHARES HOWMET AEROSPACE INC   2022-07-27 2025-05-30
2 SHARES INTERCONTINENTAL EXCHANGE INC   2023-03-15 2025-03-11
5 SHARES ISHARES MSCI EAFE IND FND   2025-05-27 2025-10-28
5 SHARES LOWES   2023-12-18 2025-04-14
1 SHARES LVMH MOET HENNESSY VUITTON   2023-10-09 2025-04-28
1 SHARES LVMH MOET HENNESSY VUITTON   2024-10-02 2025-04-28
15 SHARES MARVELL TECHNOLOGY INC   2023-05-02 2025-05-27
4 SHARES MARVELL TECHNOLOGY INC   2023-09-20 2024-12-03
1 SHARES MARVELL TECHNOLOGY INC   2023-09-20 2025-03-31
10 SHARES MARVELL TECHNOLOGY INC   2023-12-05 2025-03-31
3 SHARES MOTOROLA SOLUTIONS INC   2022-08-09 2025-07-31
1 SHARES MSCI INC   2024-10-03 2025-10-17
1 SHARES NORTHROP GRUMMAN CORP   2023-10-11 2025-09-25
2 SHARES NXP SEMICONDUCTORS NV   2024-03-06 2025-04-14
2 SHARES OLD DOMINION FREIGHT   2024-03-25 2025-02-26
1992.032 SHARES OW FIXED INCOME FUND   2016-05-31 2025-01-28
1960.784 SHARES OW LARGE CAP STRATEGIES FD   2013-09-26 2025-01-22
1481.482 SHARES OW LARGE CAP STRATEGIES FD   2013-09-26 2025-01-28
605.693 SHARES OW SMALL & MIDCAP STRAT FUND   2013-05-15 2025-01-28
2 SHARES PROLOGIS INC   2022-10-19 2025-08-05
5 SHARES PROLOGIS INC   2023-05-26 2025-08-05
17 SHARES SCHLUMBERGER LIMITED   2022-10-26 2025-09-24
5 SHARES SHERWIN WILLIAMS CO   2023-01-30 2024-12-19
3 SHARES SLB LIMITED   2022-10-26 2025-10-31
25 SHARES SLB LIMITED   2022-11-15 2025-10-31
10 SHARES SLB LIMITED   2023-07-13 2025-10-31
3 SHARES TAKE-2 INTERACTIVE   2022-07-26 2025-04-16
2 SHARES TAKE-2 INTERACTIVE   2022-07-26 2025-05-27
3 SHARES TAKE-2 INTERACTIVE   2022-07-26 2025-05-27
1 SHARES THERMO FISHER SCIENTIFIC   2015-01-20 2025-04-22
1 SHARES THERMO FISHER SCIENTIFIC   2020-04-06 2025-04-22
1 SHARES THERMO FISHER SCIENTIFIC   2020-04-06 2025-10-02
5 SHARES TRANSUNION   2022-12-09 2025-03-31
10 SHARES TRANSUNION   2022-12-09 2025-04-14
1 SHARES UNITED HEALTH GROUP, INC.   2020-04-06 2025-04-16
1 SHARES UNITED HEALTH GROUP, INC.   2020-04-06 2025-05-19
3 SHARES UNITED HEALTH GROUP, INC.   2020-04-06 2025-05-19
4 SHARES VISA, INC.   2020-04-06 2025-03-11
3 SHARES WALMART INC   2022-05-09 2025-02-26
5 SHARES WALMART INC   2022-05-09 2025-02-26
LITIGATION FUNDS     2025-01-15
LITIGATION FUNDS     2025-02-05
LITIGATION FUNDS     2025-03-28
577 SHARES VANGUARD MORTGAGE-BACKED SEC   2022-02-09 2025-10-15
2627.527 SHARES SIX CIRCLES CREDIT OPP   2022-05-27 2024-12-03
267.231 SHARES SIX CIRCLES CREDIT OPP   2020-11-05 2024-12-03
4 SHARES VANGUARD MORTGAGE-BACKED SEC   2021-02-12 2025-10-15
0.301000000000386 SHARES SIX CIRCLES CREDIT OPP   2022-10-13 2024-12-03
254 SHARES JP MORGAN BETABUILDERS EUROPE ETF   2024-02-21 2024-12-03
3487.905 SHARES SIX CIRCLES CREDIT OPP   2024-01-29 2025-10-15
68 SHARES JP MORGAN BETABUILDERS JAPAN ETF   2018-10-24 2024-12-03
178 SHARES JP MORGAN BETABUILDERS EUROPE ETF   2023-02-24 2024-12-03
282 SHARES JP MORGAN BETABUILDERS EUROPE ETF   2023-02-24 2024-12-03
30.643 SHARES FIDELITY 500 INDEX FUND   2024-02-21 2025-10-15
2784.186 SHARES SIX CIRCLES CREDIT OPP   2022-10-13 2025-10-15
44.72 SHARES FIDELITY 500 INDEX FUND   2024-08-05 2025-10-15
35.714 SHARES FIDELITY 500 INDEX FUND   2022-01-26 2025-10-15
206 SHARES JP MORGAN BETABUILDERS JAPAN ETF   2018-10-24 2024-12-03
83.072 SHARES FIDELITY 500 INDEX FUND   2022-01-26 2025-06-06
143.444 SHARES FIDELITY 500 INDEX FUND   2024-08-05 2025-10-15
3058.957 SHARES SIX CIRCLES INT'L UNCON EQ   2018-10-24 2025-06-06
454 SHARES VANGUARD LONG TERM TREASURY ETF   2024-01-29 2024-12-03
2 SHARES ISHARES BROAD USD HIGH YIELD   2024-07-15 2024-12-03
7 SHARES ISHARES BROAD USD HIGH YIELD   2024-07-15 2024-12-03
16 SHARES ISHARES BROAD USD HIGH YIELD   2024-07-15 2024-12-03
77 SHARES ISHARES BROAD USD HIGH YIELD   2024-07-15 2024-12-03
223 SHARES VANGUARD LONG TERM TREASURY ETF   2024-12-04 2024-12-03
223 SHARES VANGUARD LONG TERM TREASURY ETF   2024-12-04 2024-12-03
324 SHARES VANGUARD MORTGAGE-BACKED SEC   2024-12-03 2025-10-15
682 SHARES ISHARES BROAD USD HIGH YIELD   2024-07-15 2024-12-03
42.326 SHARES FIDELITY 500 INDEX FUND   2024-12-13 2025-10-15
CAPITAL GAINS 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 607   633 -26
b 316   119 197
c 505   119 386
d 247   23 224
e 247   23 224
204   214 -10
722   448 274
23   14 9
1,248   1,061 187
281   165 116
281   165 116
188   66 122
470   166 304
1,349   111 1,238
184   119 65
210   119 91
1,532   575 957
383   358 25
360   312 48
1,075   1,250 -175
645   465 180
360   310 50
234   181 53
461   120 341
930   244 686
510   105 405
680   139 541
339   195 144
478   439 39
1,090   1,121 -31
558   763 -205
558   775 -217
907   592 315
386   218 168
62   55 7
619   528 91
1,309   751 558
534   588 -54
586   422 164
332   511 -179
360   443 -83
20,000   22,490 -2,490
40,000   23,000 17,000
30,000   17,378 12,622
10,000   9,939 61
210   210 0
526   608 -82
593   887 -294
1,744   1,131 613
110   156 -46
914   1,368 -454
366   561 -195
643   391 252
451   261 190
676   391 285
421   126 295
421   285 136
531   285 246
413   292 121
718   583 135
585   235 350
280   235 45
840   706 134
1,373   621 752
291   114 177
485   190 295
155     155
5     5
108     108
27,216   29,692 -2,476
23,569   24,436 -867
2,397   2,712 -315
189   216 -27
3   3 0
14,757   14,505 252
31,496   30,694 802
4,026   3,036 990
10,344   9,346 998
16,383   14,806 1,577
7,074   5,307 1,767
25,141   23,331 1,810
10,324   8,267 2,057
8,245   5,392 2,853
12,191   9,199 2,992
17,168   12,542 4,626
33,114   25,853 7,261
39,461   26,766 12,695
26,544   26,964 -420
75   73 2
261   256 5
597   586 11
2,871   2,823 48
13,038   12,884 154
13,038   12,880 158
15,282   14,946 336
25,428   24,994 434
9,771   6,937 2,834
5,131     5,131
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       -26
b       197
c       386
d       224
e       224
      -10
      274
      9
      187
      116
      116
      122
      304
      1,238
      65
      91
      957
      25
      48
      -175
      180
      50
      53
      341
      686
      405
      541
      144
      39
      -31
      -205
      -217
      315
      168
      7
      91
      558
      -54
      164
      -179
      -83
      -2,490
      17,000
      12,622
      61
      0
      -82
      -294
      613
      -46
      -454
      -195
      252
      190
      285
      295
      136
      246
      121
      135
      350
      45
      134
      752
      177
      295
      155
      5
      108
      -2,476
      -867
      -315
      -27
      0
      252
      802
      990
      998
      1,577
      1,767
      1,810
      2,057
      2,853
      2,992
      4,626
      7,261
      12,695
      -420
      2
      5
      11
      48
      154
      158
      336
      434
      2,834
      5,131
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 83,449
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 2,735
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,735
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,735
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,000
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 9 735
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowNY
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 arrowN/A
14
The books are in care ofright arrowCO BREDEFELD ASSOC Telephone no.right arrow (732) 764-9292

Located atright arrow125 MAPLE AVE STE CCHESTERNJ ZIP+4right arrow07930
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
MARIAN G MALCOLM PRESIDENT
5.00 		0 0 0
1802 2ND AVE
NEW YORK,NY10128
JOHN MALCOLM VICE PRES. & SEC'Y
5.00 		0 0 0
2330 BANCROFT PLACE NW
WASHINGTON,DC20008
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 arrow0
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
3,685,551
b
Average of monthly cash balances.......................
1b
82,389
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,767,940
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
3,767,940
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
56,519
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,711,421
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
185,571
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
185,571
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,735
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,735
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
182,836
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
182,836
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
182,836
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
180,055
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
 
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
180,055
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 7 182,836
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...... 264,396
b From 2020...... 364,297
c From 2021...... 143,285
d From 2022...... 342,149
e From 2023......  
f Total of lines 3a through e ........ 1,114,127
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 180,055
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)........ 		Click to see attachment
List of Attached Documents:
// Content
0
d Applied to 2024 distributable amount..... 180,055
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 2,781 2,781
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,111,346
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) ... 		261,615
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		849,731
10 Analysis of line 9:
a Excess from 2020.... 364,297
b Excess from 2021.... 143,285
c Excess from 2022.... 342,149
d Excess from 2023....  
e Excess from 2024....  
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
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

BARBER FAMILY FOUNDATION

1 CATAMORE BLVD
EAST PROVICENCE,RI02914 		  EXEMPT GENERAL OPERATIONS 10,000

FEDERALIST SOCIETY THE

1776 I STREET NW SUITE 300
WASHINGTON,DC20006 		  EXEMPT GENERAL OPERATIONS 30,000

FRIENDSHIP CIRCLE

10 MICROLAB RD
LIVINGSTON,NJ07039 		  EXEMPT GENERAL OPERATIONS 5,000

LEGAL SERVICES CORP

3333 K ST NW
WASHINGTON,DC20007 		  EXEMPT GENERAL OPERATIONS 5,000

NATIONAL GALLERY OF ART

6 TH ST NW
WASHINGTON,DC20004 		  EXEMPT GENERAL OPERATIONS 5,000

NYC BALLET

20 LINCOLN CENTER PLZ
NEW YORK,NY10023 		  EXEMPT GENERAL OPERATIONS 10,000

PHILLIPS COLLECTION

1600 21ST STREET NW
WASHINGTON,DC20009 		  EXEMPT GENERAL OPERATIONS 2,500

SIGNATURE THEATER

480 W 42ND ST
NEW YORK,NY10036 		  EXEMPT GENERAL OPERATIONS 5,000

WASHINGTON NATIONAL OPERA

6925 WILLOW SAINT NW
WASHINGTON,DC20007 		  EXEMPT GENERAL OPERATIONS 50,000

WASHINGTON URBAN DEBATE LEAGUE

PO BOX 6319
WASHINGTON,DC20016 		  EXEMPT GENERAL OPERATIONS 10,000

WEEKEND BOOK PARISH FOR HOMELESS KIDS

905 SOUTH MAPLE AVE
GLEN ROCK,NJ07452 		  EXEMPT GENERAL OPERATIONS 5,000

FAMILY PROMISE OF HALL COUNTY

3606 MCEVER RD
OAKWOOD,GA30566 		  EXEMPT GENERAL OPERATIONS 1,000

HOLY NAME FOUNDATION

718 TEANECK ROAD
TEANECK,NJ07666 		  EXEMPT GENERAL OPERATIONS 10,000

MERCY SHIPS

PO BOX 1930
GARDEN VALLEY,TX75771 		  EXEMPT GENERAL OPERATIONS 3,000

POST CLASSICAL ENSEMBLE

5104 44TH STREET NW
WASHINGTON,DC20016 		  EXEMPT GENERAL OPERATIONS 5,000

SGT SULLIVAN CENTER

601 E 18TH AVE
DENVER,CO80203 		  EXEMPT GENERAL OPERATIONS 2,500

ST JUDE CHILDREN'S HOSPITAL

262 DANNY THOMAS PLACE
MEMPHIS,TN38105 		  EXEMPT GENERAL OPERATIONS 3,000

TENAFLY VOLUNTEER AMBULANCE ASSOC

PO BOX 355
TENAFLY,NJ07670 		  EXEMPT GENERAL OPERATIONS 500
Total .................................right arrow 3a 162,500
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		    14 3,438  
4 Dividends and interest from securities ....     14 127,633  
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 83,449  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 214,520 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
214,520
(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

TY 2024 AccountingFeesSchedule
Name:
GULTON FOUNDATION INC
 
C/O BREDEFELD & ASSOC PC
EIN:
13-6105207
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 16,200 8,100   8,100

TY 2024 DistributionFromCorpusElection
Name:
GULTON FOUNDATION INC
 
C/O BREDEFELD & ASSOC PC
EIN:
13-6105207
Election:
FORM 990-PF PAGE 9 LINE 4C: TREATED AS DISTRIBUTIONS OUT OF CORPUS------------------------------------------------------------------PURSUANT TO REG. SEC. 53.4932(A)-3(D)(2), THE TAXPAYER HEREBYELECTS TO TREAT THE 2023 QUALIFYING DISTRIBUTIONS AS MADE OUTOF CORPUS.

TY 2024 InvestmentsCorpStockSchedule
Name:
GULTON FOUNDATION INC
 
C/O BREDEFELD & ASSOC PC
EIN:
13-6105207
Name of Stock End of Year Book Value End of Year Fair Market Value
38 SHS ALPHABET, INC. CLASS C 2,486 10,709
40 SHS AMAZON.COM, INC. 3,751 9,768
38 SHS APPLE INC 1,621 10,274
18 SHS CONOCOPHILLIPS 1,356 1,599
14881.455 SHS OW FIXED INCOME FUND 166,048 152,981
12061.735 SHS OW LARGE CAP STRATEGIES FD 145,879 279,229
5904.464 SHS OW SMALL & MID CAP FUND 92,235 107,756
1273 SHS SPDR S&P 500 ETF TRUST 254,152 868,261
3 SHS THERMO FISHER SCIENTIFIC 854 1,702
8 SHS DANAHER CORP 1,599 1,723
25 SHS MICROSOFT CORP 3,694 12,945
16 SHS VISA INC 2,695 5,451
10866.301 SHS VANGUARD INTERNATIONAL BOND FUND 241,092 216,131
25 SHS AMEREN CORP 1,809 2,550
285.592 SHS FIDELITY 500 INDEX FUND 59,451 67,891
643 SHS JP MORGAN BETABUILDERS CANADA 31,529 56,012
1289 SHS JP MORGAN BETABUILDERS JAPAN 65,153 88,696
882 SHS JPM BETABUILDERS DEVELOPED ASIA 48,010 49,551
2459.791 SHS PIMCO INCOME FUND 30,276 26,984
18510.171 SHS SIX CIRCLES INT'L UNCONSTRAINED 184,852 251,553
20537.084 SHS SIX CIRCLES US UNCONSTRAINED 239,486 423,064
2953.329 SHS SIX CIRCLES ULTRA SHORT 29,546 29,563
4 SHS UNITED HEALTH GROUP INC 2,142 1,366
7353.266 SHS VANGUARD TOTAL BOND MARKET INDEX 80,038 72,062
90 SHS BANK OF AMERICA CORP 2,227 4,810
10 SHS META PLATFORMS 1,572 6,483
4 SHS S&P GLOBAL INC 1,892 1,948
7 SHS HILTON WORLDWIDE HLDGS 420 1,798
4,559.961 SHS OW CREDIT INCOME FUND 45,600 37,072
59667.613 SHS SIX CIRCLES GLOBAL BOND 544,782 511,351
2 SHS ASML HOLIDNG 1,279 2,121
20 SHS JPMORGAN CHASE & CO 3,064 6,222
3 SHS NORTHROP GRUMMAN CORP 1,347 1,750
7005.666 SIX CIRCLES CREDIT OPP 61,915 63,822
1019 VANGUARD MORTGAGE-BACKED 47,005 48,056
2750 SHS VANGUARD INTL BOND FD-ETF 138,538 137,088
25 SHS COPART INC 2,292 1,075
11 SHS HOWMET AEROSPACE INC 363 2,265
1 SHS MERCADOLIBRE INC 844 2,327
5 SHS MOTOROLA SOLUTIONS 1,427 2,033
75 SHS NVIDIA CORP 4,184 15,186
7 SHS TAKE-2 INTERACTIVE 865 1,794
23 SHS WALMART INC 1,373 2,327
27 SHS ALIMENTATION COUCHE-TARD 1,331 1,372
22 SHS ASHTEAD GROUP 1,483 1,465
8 SHS CENCORA INC 1,493 2,702
6 SHS GARTNER 2,068 1,490
18 SHS INTERCONTINENTAL EXCHANGE INC 1,864 2,633
36 SHS NEXTERA ENERGY INC 2,793 2,930
4 SHS SHERWIN WILLIAMS CO 1,326 1,379
28 SHS TRANSUNION 2,096 2,273
677 SHS JP MORGAN BETABUILDERS EUROPE 47,376 47,505
1080 SHS VANGUARD TOTAL BOND MARKET 79,972 80,546
12 SHS APOLLO GLOBAL MANAGEMENT 1,813 1,491
17 SHS BROADCOM INC 3,153 6,283
19 SHS CRH PLC 1,502 2,262
17 SHS FORTINET INC 1,189 1,469
4 SHS MCKESSON CORP 2,194 3,245
3 SHS MSCI INC 1,776 1,765
15 SHS O'RIELLY AUTO INC 1,078 1,416
692 SHS VANGUARD INT-TERM CORPORATE 54,443 58,163
14 SHS ABBVIE INC 3,001 3,052
11 SHS APPLIED MATERIALS 1,763 2,564
27 SHS BAKER HUGHES COMPANY 1,315 1,307
25 SHS BOSTON SCIENTIFIC CORP 2,450 2,518
52 SHS BROOKFIELD CORPORATION 1,477 2,394
1 SHS CADENCE DESIGN SYSTEMS 292 338
1 SHS CATERPILLAR INC 588 577
3 SHS COSTCO WHSL CORP 2,736 2,734
11 SHS EXXON MOBIL CORP 1,258 1,257
6 SHS HOLCIM LTD 532 532
2 SHS INTUITIVE SURGICAL 935 1,068
33 SHS MSCI EAFE IND 2,983 3,118
5 SHS PALO ALTO NETWORKS INC 921 1,101
6 SHS REPUBLIC SERVICES INC 1,358 1,249
2 SHS SERVICENOW INC 1,859 1,838
3 SHS SPOTIFY TECHNOLOGY 1,777 1,965
2 SHS HEIDELBERG MATERIALS 471 466
3453 SHS ISHARES US TREASURY BOND 79,817 80,110

TY 2024 OtherExpensesSchedule
Name:
GULTON FOUNDATION INC
 
C/O BREDEFELD & ASSOC PC
EIN:
13-6105207
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NYS FILING FEES 250 0   250
ADVERTISING 170 0   170


TY 2024 OtherProfessionalFeesSchedule
Name:
GULTON FOUNDATION INC
 
C/O BREDEFELD & ASSOC PC
EIN:
13-6105207
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT COUNSEL 18,070 9,035   9,035


TY 2024 TaxesSchedule
Name:
GULTON FOUNDATION INC
 
C/O BREDEFELD & ASSOC PC
EIN:
13-6105207
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN WITHHOLDING TAXES 27 27   0
FEDERAL TAXES 578 578   0