TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

Name of foundation
THE HALLIDAY FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)1619 N MOORELAD PLACE
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
EAGLE, ID83616

A Employer identification number

82-0476817

B Telephone number (see instructions)

(208) 344-2595

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$107,858J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

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


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	244		244	244
4	Dividends and interest from securities...	2,751		2,751	2,751
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		-216,685
b	Gross sales price for all assets on line 6a 66,105
7	Capital gain net income (from Part IV, line 2)...
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........	-213,690		2,995	2,995
13	Compensation of officers, directors, trustees, etc.	30,000		30,000
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	2,165	2,165
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	2,357	2,357
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	1,741	1,741
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	36,263		36,263		0
25	Contributions, gifts, grants paid.......	11,500				11,500
26	Total expenses and disbursements. Add lines 24 and 25	47,763		36,263		11,500
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-261,453
b	Net investment income (if negative, enter -0-)			0
c	Adjusted net income (if negative, enter -0-)...				2,995

For Paperwork Reduction Act Notice, see instructions.

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

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	23,939	14,398	14,398
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	80,587	60,614	79,138
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	247,256	15,111	14,322
	14	Land, buildings, and equipment: basis 658
		Less: accumulated depreciation (attach schedule) 658
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	351,782	90,123	107,858
	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 )	List of Attached Documents: // Content 1,664	List of Attached Documents: // Content 1,458
	23	Total liabilities (add lines 17 through 22).........	1,664	1,458
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	350,118	88,665
	29	Total net assets or fund balances (see instructions).....	350,118	88,665
	30	Total liabilities and net assets/fund balances (see instructions).	351,782	90,123

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

350,118

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

-261,453

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

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

88,665

Decreases not included in line 2 (itemize) right arrow

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

88,665

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	WORTHLESS INVESTMENT	P	2000-01-01	2024-12-31
b	1 ABBVIE INC	P	2022-04-21	2024-01-29
c	1 ABBVIE INC	P	2023-01-25	2024-01-29
d	1 ABBVIE INC	P	2021-10-12	2024-10-10
e	1 ADVANCED MICRO DEVICES INC	P	2023-06-15	2024-01-29
	1 ADVANCED MICRO DEVICES INC	P	2023-02-09	2024-03-28
	1 ADVANCED MICRO DEVICES INC	P	2023-02-09	2024-10-10
	5 ALPHABET INC CL	P	2020-05-12	2024-05-10
	2 ALPHABET INC CL	P	2024-07-23	2024-10-10
	1 ALPHABET INC CL	P	2024-07-23	2024-10-28
	1 AMAZON COM INC COM	P	2024-09-26	2024-10-10
	4 APPLE INC	P	2021-07-26	2024-05-10
	2 APPLE INC	P	2024-07-23	2024-10-10
	1 APPLE INC	P	2024-07-23	2024-10-28
	1 BLACKROCK INC	P	2019-08-07	2024-05-10
	3 BLACKSTONE INC	P	2021-07-26	2024-01-29
	1 BLACKSTONE INC	P	2023-02-09	2024-07-24
	1 BLACKSTONE INC	P	2023-02-09	2024-10-10
	1 BOEING CO	P	2022-06-24	2024-05-10
	1 BOEING CO	P	2024-09-26	2024-10-10
	1 BROADCOM INC	P	2020-12-09	2024-05-10
	2 BROADCOM INC	P	2024-07-23	2024-09-27
	1 BROADCOM INC	P	2024-07-23	2024-10-10
	1 BROADCOM INC	P	2020-03-04	2024-10-28
	1 CELANESE CORP	P	2022-08-10	2024-05-10
	1 CEALANESE CORP	P	2023-06-15	2024-10-10
	4 CISCO SYSTEMS, INC	P	2021-07-26	2024-01-29
	2 CISCO SYSTEMS, INC	P	2024-03-26	2024-07-24
	2 CISCO SYSTEMS, INC	P	2019-08-07	2024-10-28
	4 CITIGROUP INC	P	2019-07-31	2024-01-29
	2 CITIGROUP INC	P	2019-10-18	2024-07-24
	3 CITIGROUP INC	P	2019-10-18	2024-10-10
	1 CITIGROUP INC	P	2019-10-05	2024-10-28
	2 COGNIZANT TECH SOLUTIONS	P	2021-12-17	2024-01-29
	1 COGNIZANT TECH SOLUTIONS	P	2021-07-26	2024-10-10
	1 DIAGEO PLC ADR	P	2021-07-26	2024-01-29
	4 DIAGEO PLC ADR	P	2018-11-15	2024-03-28
	1 EATON CORP PLC	P	2022-08-10	2024-03-28
	1 EATON CORP PLC	P	2022-08-10	2024-05-10
	4 ELECTRONIC ARTS INC	P	2021-04-08	2024-06-12
	1 ELI LILLY & CO	P	2022-08-10	2024-05-10
	22 FIRST TRUST GLOBAL	P	2022-08-10	2024-05-10
	9 FIRST TRUST GLOBAL	P	2022-08-10	2024-10-10
	8 FIRST TRUST GLOBAL	P	2022-08-10	2024-10-28
	2 GARMIN	P	2021-12-17	2024-01-29
	2 GARMIN	P	2020-10-21	2024-05-10
	20 GOLDMAN SACHS GROUP INC	P	2024-01-25	2024-05-10
	29 GOLDMAN SACHS GROUP INC	P	2022-08-10	2024-05-10
	7 GOLDMAN SACHS GROUP INC	P	2024-07-23	2024-10-10
	12 GOLDMAN SACHS GROUP INC	P	2022-08-10	2024-10-10
	14 GOLDMAN SACHS GROUP INC	P	2022-08-10	2024-10-28
	56 INVESCO	P	2022-08-10	2024-05-10
	22 INVESCO	P	2022-08-10	2024-10-10
	16 INVESCO	P	2022-08-10	2024-10-28
	36 ISHARES CORE MSCI	P	2023-05-08	2024-05-10
	5 ISHARES CORE MSCI	P	2024-07-23	2024-10-10
	7 ISHARES CORE MSCI	P	2023-05-08	2024-10-10
	9 ISHARES CORE MSCI	P	2023-05-08	2024-10-28
	48 ISHARES CORE MSCI	P	2021-02-23	2024-05-10
	20 ISHARES CORE MSCI	P	2021-02-23	2024-10-10
	13 ISHARES CORE MSCI	P	2021-07-26	2024-10-28
	4 ISHARES CORE S&P	P	2021-07-26	2024-05-10
	20 ISHARES CORE S&P	P	2021-03-25	2024-07-24
	25 ISHARES CORE US AGG	P	2022-08-10	2024-05-10
	9 ISHARES CORE US AGG	P	2022-04-21	2024-07-24
	76 ISHARES CORE US AGG	P	2022-04-22	2024-10-10
	7 ISHARES CORE US AGG	P	2022-04-21	2024-10-28
	1 ISHARES RUSSELL 2000	P	2021-02-23	2024-05-10
	11 ISHARES RUSSELL 2000	P	2021-02-23	2024-07-24
	1 JP MORGAN CHASE & CO	P	2021-07-26	2024-05-10
	1 JP MORGAN CHASE & CO	P	2021-07-26	2024-10-10
	1 LAM RESEARCH CORP COM	P	2020-04-27	2024-05-10
	1 LAM RESEARCH CORP COM	P	2019-08-07	2024-10-10
	12 MANULIFE FINANCIAL CORP	P	2021-07-06	2024-01-29
	8 MANULIFE FINANCIAL CORP	P	2021-07-06	2024-05-10
	3 MANULIFE FINANCIAL CORP	P	2024-07-23	2024-10-10
	1 MANULIFE FINANCIAL CORP	P	2024-07-23	2024-10-28
	9 MANULIFE FINANCIAL CORP	P	2021-07-26	2024-10-28
	1 MCDONALDS CORP	P	2023-06-15	2024-05-10
	1 MERCK & CO INC NEW	P	2023-06-15	2024-10-10
	1 META PLATFORMS INC	P	2024-03-26	2024-05-10
	2 MICROSOFT CORP	P	2021-07-26	2024-05-10
	1 MICROSOFT CORP	P	2024-07-23	2024-10-10
	3 MONDELEZ INTERNATIONAL	P	2019-08-07	2024-01-29
	1 MONDELEZ INTERNATIONAL	P	2019-08-07	2024-10-10
	2 NIKE INC CL B	P	2019-08-07	2024-01-29
	4 NIKE INC CL B	P	2017-11-17	2024-03-28
	6 PIMCO ENHANCED SHORT MATURITY	P	2024-01-25	2024-05-10
	3 PIMCO ENHANCED SHORT MATURITY	P	2024-01-25	2024-10-10
	32 PIMCO ENHANCED SHORT MATURITY	P	2023-05-08	2024-10-10
	9 REGIONS FINL CORP NEW	P	2022-08-22	2024-01-29
	7 REGIONS FINL CORP NEW	P	2022-10-25	2024-07-24
	3 REGIONS FINL CORP NEW	P	2022-10-25	2024-10-10
	3 REGIONS FINL CORP NEW	P	2022-06-24	2024-10-28
	1 RTX CORP	P	2022-08-22	2024-07-24
	1 RTX CORP	P	2022-08-22	2024-10-10
	1 STARBUCKS CORP COM	P	2023-06-15	2024-07-24
	1 STARBUCKS CORP COM	P	2023-06-15	2024-10-10
	7 SUNCORE ENERGY INC	P	2022-01-24	2024-05-10
	2 SUNCORE ENERGY INC	P	2024-07-23	2024-10-10
	1 SUNCORE ENERGY INC	P	2022-01-24	2024-10-10
	2 SUNCORE ENERGY INC	P	2022-01-24	2024-10-28
	1 TARGET CORP	P	2021-07-26	2024-05-10
	1 TARGET CORP	P	2024-09-26	2024-10-10
	1 TE CONNECTIVITY LTD	P	2021-11-19	2024-01-29
	1 TE CONNECTIVITY LTD	P	2021-11-19	2024-10-10
	1 THERMO FISHER SCIENTIFIC	P	2021-07-26	2024-05-10
	3 TORONTO DOMINION	P	2021-07-26	2024-01-29
	2 TORONTO DOMINION	P	2020-12-10	2024-07-24
	11 TORONTO DOMINION	P	2019-09-10	2024-09-27
	3 TOTALENERGIES	P	2023-12-15	2024-05-10
	2 TOTALENERGIES	P	2024-06-11	2024-10-10
	2 UNILEVER	P	2020-02-04	2024-01-29
	2 UNILEVER	P	2020-02-04	2024-07-24
	1 UNILEVER	P	2020-03-17	2024-10-10
	1 UNITED PARCEL SERVICE	P	2021-07-26	2024-01-29
	1 UNITED PARCEL SERVICE	P	2023-02-09	2024-10-10
	1 UNITEDHEALTH GROUP INC	P	2022-08-10	2024-05-10
	35 VANGUARD LONG-TERM BOND	P	2023-05-08	2024-01-29
	12 VANGUARD MIDCAP VIPER	P	2021-12-13	2024-05-10
	5 VANGUARD MIDCAP VIPER	P	2021-12-13	2024-10-10
	5 VANGUARD MIDCAP VIPER	P	2022-04-21	2024-10-28
	1 VISA INC CL A SHRS	P	2021-07-26	2024-05-10
	1 WASTE MANAGEMENT INC	P	2022-10-18	2024-10-10

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a		220,391	-220,391
b	164	157	7
c	164	147	17
d	193	108	85
e	184	124	60
	180	83	97
	172	83	89
	857	352	505
	325	368	-43
	166	184	-18
	185	194	-9
	732	593	139
	459	448	11
	230	224	6
	779	427	352
	368	323	45
	143	91	52
	148	91	57
	181	138	43
	150	153	-3
	1,320	420	900
	358	327	31
	186	163	23
	174	28	146
	163	114	49
	133	115	18
	207	221	-14
	93	99	-6
	112	104	8
	214	285	-71
	129	141	-12
	192	192
	64	67	-3
	156	171	-15
	77	69	8
	139	191	-52
	588	563	25
	312	149	163
	331	149	182
	542	573	-31
	776	304	472
	526	594	-68
	213	243	-30
	189	216	-27
	250	267	-17
	340	197	143
	682	648	34
	988	872	116
	248	241	7
	426	354	72
	487	413	74
	784	1,045	-261
	302	381	-79
	219	277	-58
	2,661	2,492	169
	382	372	10
	535	485	50
	672	623	49
	2,548	3,217	-669
	1,147	1,325	-178
	734	820	-86
	433	431	2
	2,297	2,068	229
	2,406	2,589	-183
	883	931	-48
	7,563	7,854	-291
	691	723	-32
	204	218	-14
	2,413	2,324	89
	195	150	45
	213	150	63
	906	263	643
	83	19	64
	261	262	-1
	196	156	40
	89	78	11
	30	26	4
	270	173	97
	268	291	-23
	110	109	1
	472	507	-35
	822	578	244
	418	444	-26
	223	190	33
	71	53	18
	203	247	-44
	373	302	71
	601	601
	301	301
	3,211	3,175	36
	174	199	-25
	156	149	7
	69	63	6
	71	58	13
	104	93	11
	124	93	31
	77	101	-24
	96	101	-5
	272	195	77
	79	77	2
	39	26	13
	76	53	23
	160	261	-101
	154	157	-3
	145	165	-20
	147	165	-18
	574	529	45
	183	198	-15
	116	114	2
	693	620	73
	217	188	29
	136	137	-1
	94	117	-23
	115	117	-2
	63	48	15
	159	211	-52
	133	133
	503	540	-37
	2,523	2,620	-97
	2,923	2,987	-64
	1,319	1,245	74
	1,337	1,202	135
	277	249	28
	212	160	52

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			-220,391
b			7
c			17
d			85
e			60
			97
			89
			505
			-43
			-18
			-9
			139
			11
			6
			352
			45
			52
			57
			43
			-3
			900
			31
			23
			146
			49
			18
			-14
			-6
			8
			-71
			-12

			-3
			-15
			8
			-52
			25
			163
			182
			-31
			472
			-68
			-30
			-27
			-17
			143
			34
			116
			7
			72
			74
			-261
			-79
			-58
			169
			10
			50
			49
			-669
			-178
			-86
			2
			229
			-183
			-48
			-291
			-32
			-14
			89
			45
			63
			643
			64
			-1
			40
			11
			4
			97
			-23
			1
			-35
			244
			-26
			33
			18
			-44
			71


			36
			-25
			7
			6
			13
			11
			31
			-24
			-5
			77
			2
			13
			23
			-101
			-3
			-20
			-18
			45
			-15
			2
			73
			29
			-1
			-23
			-2
			15
			-52

			-37
			-97
			-64
			74
			135
			28
			52

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	-216,685
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3	-36

Part V

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

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	0
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
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
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.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	0
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax0	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

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

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

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

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

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

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

on foundation managers. right arrow

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

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

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

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

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

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

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

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

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

By language in the governing instrument, or

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

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

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

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

Yes

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

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

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

Yes

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

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

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

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

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

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

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

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

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

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

Yes

Website address right arrow

N/A

The books are in care of right arrow

MARGARET REED Telephone no. right arrow

(208) 866-4829

Located at right arrow

PO BOX 8508BOISEID ZIP+4 right arrow

83707

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

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

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

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

16 No

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

Form 990-PF (2024)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

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

Yes

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

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

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

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

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

1a(5)

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

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

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

1a(6)

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

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

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

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

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

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

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

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

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

If "Yes," list the years right arrow

20, 20, 20, 20

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

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

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

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

20, 20, 20, 20

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

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

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

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

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

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

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

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

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

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

Form 990-PF (2024)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

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

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

5a(2)

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

5a(3)

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

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

5a(4)

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

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

5a(5)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Part VII

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

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

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)
ANDREW A REED	President 1.00	0
3335 W LOMA LANE EAGLE,ID83616	President 1.00	0
MARGARET REED	Secretary/Treas 30.00	30,000
PO BOX 8508 BOISE,ID83707	Secretary/Treas 30.00	30,000

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

Form 990-PF (2024)

Page 7

Part VII

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

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

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

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

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

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

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

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

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

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

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part IX, line 6..................

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

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

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

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

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

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

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

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

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

11,500

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

11,500

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2024
1 Distributable amount for 2024 from Part X, line 7			0
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......	50,124
b From 2020......	20,267
c From 2021......	25,617
d From 2022......	23,250
e From 2023......	13,000
f Total of lines 3a through e ........		132,258
4Qualifying distributions for 2024 from Part
XI, line 4: $ 11,500
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)........		0
d Applied to 2024 distributable amount.....
e Remaining amount distributed out of corpus		11,500
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		143,758
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) ...		50,124
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		93,634
10 Analysis of line 9:
a Excess from 2020....	20,267
b Excess from 2021....	25,617
c Excess from 2022....	23,250
d Excess from 2023....	13,000
e Excess from 2024....	11,500

Form 990-PF (2024)

Page 10

Part XIII

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

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

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

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

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

Part XIV

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

1Information Regarding Foundation Managers:

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

ANDREW A REED

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 e-mail address of the person to whom applications should be addressed:

MARGARET REED
PO BOX 8505
BOISE,ID83707
(208) 939-8636

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

IN LETTER FORM DESCRIBING REQUEST

cAny submission deadlines:

NONE

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

NONE

Form 990-PF (2024)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
TREASURE VALLEY YMCA 1050 W STATE STREET BOISE,ID83702	NONE	PC	OPERATING SUPPORT	10,000
COLLEGE OF IDAHO 2112 CLEVELAND BLVD CALDWELL,ID83605	NONE	PC	OPERATING SUPPORT	500
ANIMAL SHELTER OF WOOD RIVER VALLEY PO BOX 1496 HAILEY,ID83333	NONE	PC	OPERATING SUPPORT	1,000
Total ................................. 3a				11,500

bApproved for future payment

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

Form 990-PF (2024)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........					244
4 Dividends and interest from securities ....			14		2,751
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 ............					-216,685
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) ..					-213,690

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

-213,690

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:	24020490
Software Version:	2024v5.1

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

THE HALLIDAY FOUNDATION INC

EIN:

82-0476817

Software ID:

24020490

Software Version:

2024v5.1

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
BUSMANN CLARK	2,165	2,165	0	0

- TIN:

TY 2024 LandEtcSchedule2

Name:

THE HALLIDAY FOUNDATION INC

EIN:

82-0476817

Software ID:

24020490

Software Version:

2024v5.1

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
Furniture and Fixtures	658	658

- TIN:

TY 2024 OtherExpensesSchedule

Name:

THE HALLIDAY FOUNDATION INC

EIN:

82-0476817

Software ID:

24020490

Software Version:

2024v5.1

Description	Revenue and Expenses per Books	Net Investment Income
INVESTMENT MANAGEMENT FEES	1,476	1,476
MISC	84	84
SUPPLIES	57	57
WORKMAN'S COMP INSURANCE	124	124

- TIN:

TY 2024 OtherLiabilitiesSchedule

Name:

THE HALLIDAY FOUNDATION INC

EIN:

82-0476817

Software ID:

24020490

Software Version:

2024v5.1

Description	Beginning of Year - Book Value	End of Year - Book Value
PAYROLL TAXES PAYABLE	438	438
DEFFERED GAIN	1,226	1,020

- TIN:

TY 2024 TaxesSchedule

Name:

THE HALLIDAY FOUNDATION INC

EIN:

82-0476817

Software ID:

24020490

Software Version:

2024v5.1

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
PAYROLL TAXES	2,357	2,357