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
CLARENCE E CUSTER AND INEZ R CUSTER

Number and street (or P.O. box number if mail is not delivered to street address)125 3RD STREET
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, IN47201

A Employer identification number

31-1130385

B Telephone number (see instructions)

(812) 376-1981

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

$8,249,835J 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	8,402		8,402
4	Dividends and interest from securities...	142,736		142,736
5a	Gross rents............	82,093		82,093	82,093
b	Net rental income or (loss) 72,462
6a	Net gain or (loss) from sale of assets not on line 10		187,028
b	Gross sales price for all assets on line 6a 1,789,619
7	Capital gain net income (from Part IV, line 2)...			187,028
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	420,259		420,259	82,093
13	Compensation of officers, directors, trustees, etc.	3,900		2,340		1,560
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	695	0	0	695
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	43,659	43,659		0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	14,570	11,079		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	10,131	9,631	9,631	500
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	72,955		66,709	9,631	2,755
25	Contributions, gifts, grants paid.......	354,500				354,500
26	Total expenses and disbursements. Add lines 24 and 25	427,455		66,709	9,631	357,255
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-7,196
b	Net investment income (if negative, enter -0-)			353,550
c	Adjusted net income (if negative, enter -0-)...				72,462

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.............	6,220	8,359	8,359
	2	Savings and temporary cash investments.........	201,014	216,930	216,930
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	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 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	167,944	List of Attached Documents: // Content 131,268	126,492
	b	Investments—corporate stock (attach schedule).......	2,889,012	List of Attached Documents: // Content 3,031,493	3,662,806
	c	Investments—corporate bonds (attach schedule).......	1,277,841	List of Attached Documents: // Content 1,145,941	1,151,248
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis 653,396
		Less: accumulated depreciation (attach schedule) 117,646	535,750	535,750	3,084,000
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	5,077,781	5,069,741	8,249,835
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		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........	5,077,781	5,069,741
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	5,077,781	5,069,741
	30	Total liabilities and net assets/fund balances (see instructions).	5,077,781	5,069,741

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

5,077,781

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

-7,196

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

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

5,070,585

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

844

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

5,069,741

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	29. ABBOTT LABORATORIES		2020-07-23	2024-01-30
b	31. ALPHABET INC CL A		2023-12-05	2024-01-30
c	17. APPLE COMPUTER, INCORPORATED		2022-09-29	2024-01-30
d	305. ASHLAND GLOBAL HOLDINGS		2022-09-29	2024-01-30
e	1194.3 BAIRD CORE PLUS BOND INST		2022-12-20	2024-01-30
	59. BANK OF AMERICA CORP.		2022-02-28	2024-01-30
	103.371 BLACK ROCK MULT-ASSET INCOME PORTFOLIO C		2022-12-20	2024-01-30
	60.939 BROWN ADVISORY SMALL-CAP FUNDEMENTAL VALUE I		2022-09-29	2024-01-30
	10. CBOE GLOBAL MARKETS INC		2023-05-31	2024-01-30
	24. CANADIAN NATIONAL RAILWAY CA		2022-02-28	2024-01-30
	4. CATERPILLAR INCORPORATED		2022-09-29	2024-01-30
	14. CHEVRON CORPORATION		2022-09-29	2024-01-30
	38. CISCO SYSTEMS		2020-07-23	2024-01-30
	9. CONSTELLATION BRANDS INC.		2022-12-20	2024-01-30
	13. DARDEN RESTAURANTS INC.		2023-07-25	2024-01-30
	31. WALT DISNEY CO.		2020-07-23	2024-01-30
	1979.379 EATON VANCE ALL ASSET STRATEGY FUND CL		2022-12-20	2024-01-30
	9. ECOLAB INC		2020-07-23	2024-01-30
	21. EXXON MOBIL CORP.		2022-09-29	2024-01-30
	29. GENERAL MOTORS CO		2023-12-05	2024-01-30
	43. GILEAD SCIENCES INC		2020-07-23	2024-01-30
	32. HARTFORD FINL SVCS GRP COM STK		2022-12-20	2024-01-30
	9. HONEYWELL INTERNATIONAL INC		2022-09-29	2024-01-30
	75. INTEL CORPORATION		2022-12-20	2024-01-30
	19. INTERNATIONAL BUSINESS MACHINES CORPORATION		2022-12-20	2024-01-30
	8. ISHARES 7-10 YEAR TREASURY BOND ETF		2023-08-08	2024-01-30
	8. ISHARES 10-20 YEAR TREASURY BOND ETF		2022-08-31	2024-01-30
	23. ISHARES 3-7 YEAR TREASURY BOND ETF		2022-08-31	2024-01-30
	19. JP MORGAN CHASE		2022-09-29	2024-01-30
	8. JOHNSON & JOHNSON		2022-09-29	2024-01-30
	21. KELLOGG COMPANY		2020-07-23	2024-01-30
	9. LOWES COMPANIES INCORPORATED		2022-09-29	2024-01-30
	1590.211 METROPOLITAN WEST T/R BOND-I #512		2022-12-20	2024-01-30
	10. PEPSICO INCORPORATED		2022-09-29	2024-01-30
	57. PFIZER INCORPORATED		2022-02-28	2024-01-30
	14. QUALCOMM INCORPORATED		2022-02-28	2024-01-30
	17. RAYTHEON TECHNOLOGIES CORP CORPORATION		2023-12-05	2024-01-30
	2. ROPER INDS INC NEW		2023-12-15	2024-01-30
	7. ROSS STORES INC		2023-12-15	2024-01-30
	2256.702 T. ROWE PRICE OVERSEAS STOCK FD INSTL		2022-12-20	2024-01-30
	22. SCHLUMBERGER LIMITED		2023-09-07	2024-01-30
	125. UTILITES SELECT SECTOR SPDR		2022-09-29	2024-01-30
	12. STRYKER CORPORATION		2022-09-29	2024-01-30
	9. VISA INC CL A		2020-07-23	2024-01-30
	3. ACCENTURE PLC IE		2023-09-07	2024-01-30
	30. EATON CORPORATION PLC EI		2022-09-29	2024-01-30
	366. GILEAD SCIENCES INC		2022-09-29	2024-02-15
	36. ABBOTT LABORATORIES		2020-07-23	2024-03-19
	7. ABBVIE INC.		2024-02-15	2024-03-19
	21. ALPHABET INC CL A		2023-12-05	2024-03-19
	52. APPLE COMPUTER, INCORPORATED		2022-09-29	2024-03-19
	10. APTARGROUP INC		2024-01-30	2024-03-19
	761.552 BAIRD CORE PLUS BOND INST		2022-12-20	2024-03-19
	83. BANK OF AMERICA CORP.		2022-02-28	2024-03-19
	10. CBOE GLOBAL MARKETS INC		2023-05-31	2024-03-19
	26. CANADIAN NATIONAL RAILWAY CA		2022-09-29	2024-03-19
	10. CATERPILLAR INCORPORATED		2022-09-29	2024-03-19
	15. CHEVRON CORPORATION		2022-09-29	2024-03-19
	46. CISCO SYSTEMS		2020-07-23	2024-03-19
	10. CONSTELLATION BRANDS INC.		2022-12-20	2024-03-19
	15. DARDEN RESTAURANTS INC.		2023-07-25	2024-03-19
	31. WALT DISNEY CO.		2020-07-23	2024-03-19
	121.33 DODGE & COX GLOBAL BOND FUND - I		2023-12-28	2024-03-19
	78. ECOLAB INC		2020-07-23	2024-03-19
	21. EXXON MOBIL CORP.		2022-09-29	2024-03-19
	111.616 FEDERATED INSTITUTIONAL HIGH YIELD BOND - I		2024-01-30	2024-03-19
	47. GENERAL MOTORS CO		2023-12-05	2024-03-19
	28. GILEAD SCIENCES INC		2022-09-29	2024-03-19
	125. HARTFORD FINL SVCS GRP COM STK		2022-12-20	2024-03-19
	100.38 HARTFORD WORLD BOND F FUND		2023-12-28	2024-03-19
	16. HONEYWELL INTERNATIONAL INC		2022-09-29	2024-03-19
	87. INTEL CORPORATION		2022-12-20	2024-03-19
	20. INTERNATIONAL BUSINESS MACHINES CORPORATION		2022-12-20	2024-03-19
	72. ISHARES 7-10 YEAR TREASURY BOND ETF		2023-08-08	2024-03-19
	10. ISHARES 10-20 YEAR TREASURY BOND ETF		2022-08-31	2024-03-19
	114. ISHARES 3-7 YEAR TREASURY BOND ETF		2023-08-08	2024-03-19
	21. JP MORGAN CHASE		2022-09-29	2024-03-19
	15. JOHNSON & JOHNSON		2022-09-29	2024-03-19
	31. KELLOGG COMPANY		2020-07-23	2024-03-19
	10. LOWES COMPANIES INCORPORATED		2022-09-29	2024-03-19
	1038.741 METROPOLITAN WEST T/R BOND-I #512		2022-12-20	2024-03-19
	16. PEPSICO INCORPORATED		2022-09-29	2024-03-19
	67. PFIZER INCORPORATED		2022-02-28	2024-03-19
	21. PROCTER & GAMBLE COMPANY		2020-07-23	2024-03-19
	16. QUALCOMM INCORPORATED		2022-02-28	2024-03-19
	26. RAYTHEON TECHNOLOGIES CORP CORPORATION		2023-12-05	2024-03-19
	21. REXFORD INDUSTRIAL REALTY INC		2024-01-30	2024-03-19
	5. ROPER INDS INC NEW		2023-12-15	2024-03-19
	16. ROSS STORES INC		2023-12-15	2024-03-19
	26. SCHLUMBERGER LIMITED		2023-09-07	2024-03-19
	57. UTILITES SELECT SECTOR SPDR		2022-02-28	2024-03-19
	11. STRYKER CORPORATION		2020-07-23	2024-03-19
	47. VISA INC CL A		2020-07-23	2024-03-19
	10. ACCENTURE PLC IE		2023-09-07	2024-03-19
	15. EATON CORPORATION PLC EI		2022-09-29	2024-03-19
	26. ABBOTT LABORATORIES		2020-07-23	2024-05-15
	58. GILEAD SCIENCES INC		2022-09-29	2024-05-15
	10. ISHARES 7-10 YEAR TREASURY BOND ETF		2023-08-08	2024-05-15
	20. ISHARES 10-20 YEAR TREASURY BOND ETF		2022-08-31	2024-05-15
	25. ISHARES 3-7 YEAR TREASURY BOND ETF		2023-08-08	2024-05-15
	77. JOHNSON & JOHNSON		2020-07-23	2024-05-15
	27. STRYKER CORPORATION		2020-07-23	2024-05-15
	1175.816 BAIRD CORE PLUS BOND INST		2022-12-20	2024-05-16
	1546.211 METROPOLITAN WEST T/R BOND-I #512		2022-12-20	2024-05-16
	70.9997 DARDEN RESTAURANTS INC.		2023-07-25	2024-06-18
	8.0003 DARDEN RESTAURANTS INC.		2023-07-25	2024-06-18
	53.99992 ACCENTURE PLC IE		2023-09-07	2024-06-18
	2.00008 ACCENTURE PLC IE		2023-09-07	2024-06-18
	211. CANADIAN NATIONAL RAILWAY CA		2022-09-29	2024-06-20
	582. CISCO SYSTEMS		2022-09-29	2024-06-20
	17. LOWES COMPANIES INCORPORATED		2022-09-29	2024-06-20
	42. EATON CORPORATION PLC EI		2022-09-29	2024-06-20
	16. ABBOTT LABORATORIES		2020-07-23	2024-07-12
	5. ABBVIE INC.		2024-02-15	2024-07-12
	13. ALPHABET INC CL A		2024-06-18	2024-07-12
	10. APPLE COMPUTER, INCORPORATED		2020-07-23	2024-07-12
	4. APTARGROUP INC		2024-01-30	2024-07-12
	976.262 BAIRD CORE PLUS BOND INST		2022-12-20	2024-07-12
	40. BANK OF AMERICA CORP.		2022-02-28	2024-07-12
	498.811 BLACKROCK EMERGING MARKETS FUND CL K		2022-12-20	2024-07-12
	769.786 BLACK ROCK MULT-ASSET INCOME PORTFOLIO C		2022-12-20	2024-07-12
	288.813 BROWN ADVISORY SMALL-CAP FUNDEMENTAL VALUE I		2022-09-29	2024-07-12
	5. CBOE GLOBAL MARKETS INC		2023-05-31	2024-07-12
	5. CANADIAN NATIONAL RAILWAY CA		2020-07-23	2024-07-12
	4. CATERPILLAR INCORPORATED		2022-09-29	2024-07-12
	7. CHEVRON CORPORATION		2022-09-29	2024-07-12
	5. CONSTELLATION BRANDS INC.		2022-12-20	2024-07-12
	20. CORNING INC		2024-06-20	2024-07-12
	182.338 CREDIT SUISSE COMM RET STRATEGY INSTL		2021-05-05	2024-07-12
	4. DARDEN RESTAURANTS INC.		2023-07-25	2024-07-12
	15. WALT DISNEY CO.		2020-07-23	2024-07-12
	215.415 DODGE & COX GLOBAL BOND FUND - I		2023-12-28	2024-07-12
	553.062 EATON VANCE ALL ASSET STRATEGY FUND CL		2022-12-20	2024-07-12
	3. ECOLAB INC		2020-07-23	2024-07-12
	11. EXXON MOBIL CORP.		2022-09-27	2024-07-12
	139.972 FEDERATED INSTITUTIONAL HIGH YIELD BOND - I		2022-12-20	2024-07-12
	6. FISERV INC		2024-03-19	2024-07-12
	12. FREEPORT MCMORAN C&G CL B		2024-03-19	2024-07-12
	22. GENERAL MOTORS CO		2023-12-05	2024-07-12
	10. GILEAD SCIENCES INC		2022-09-29	2024-07-12
	16. HARTFORD FINL SVCS GRP COM STK		2022-12-20	2024-07-12
	232.807 HARTFORD WORLD BOND F FUND		2023-12-28	2024-07-12
	6. HONEYWELL INTERNATIONAL INC		2022-09-29	2024-07-12
	43. INTEL CORPORATION		2022-12-20	2024-07-12
	10. INTERNATIONAL BUSINESS MACHINES CORPORATION		2022-12-20	2024-07-12
	8. ISHARES 7-10 YEAR TREASURY BOND ETF		2023-08-08	2024-07-12
	47. ISHARES RUSSELL 2000 INDEX FD		2022-09-29	2024-07-12
	16. ISHARES 10-20 YEAR TREASURY BOND ETF		2022-08-31	2024-07-12
	20. ISHARES 3-7 YEAR TREASURY BOND ETF		2022-08-31	2024-07-12
	10. JP MORGAN CHASE		2022-09-29	2024-07-12
	4. JOHNSON & JOHNSON		2020-07-23	2024-07-12
	14. KELLOGG COMPANY		2020-07-23	2024-07-12
	5. LOWES COMPANIES INCORPORATED		2021-02-09	2024-07-12
	349.14 MFS INTERNATIONAL EQUITY FUND - R6		2024-03-19	2024-07-12
	1353.775 METROPOLITAN WEST T/R BOND-I #512		2022-12-20	2024-07-12
	7. MICROSOFT CORPORATION		2022-09-29	2024-07-12
	7. PEPSICO INCORPORATED		2022-09-29	2024-07-12
	38. PFIZER INCORPORATED		2022-02-28	2024-07-12
	290.748 PRINCIPAL REAL ESTATE SECURITIES FUND		2021-02-26	2024-07-12
	10. PROCTER & GAMBLE COMPANY		2020-07-23	2024-07-12
	7. QUALCOMM INCORPORATED		2022-02-28	2024-07-12
	12. RAYTHEON TECHNOLOGIES CORP CORPORATION		2023-12-05	2024-07-12
	10. REXFORD INDUSTRIAL REALTY INC		2024-01-30	2024-07-12
	2. ROPER INDS INC NEW		2023-12-15	2024-07-12
	9. ROSS STORES INC		2024-06-20	2024-07-12
	938.966 T. ROWE PRICE OVERSEAS STOCK FD INSTL		2022-12-20	2024-07-12
	19. S&P 500 DEPOSITARY RECEIPTS (SPDR)		2022-12-20	2024-07-12
	13. SCHLUMBERGER LIMITED		2023-09-07	2024-07-12
	30. UTILITES SELECT SECTOR SPDR		2022-02-28	2024-07-12
	5. STRYKER CORPORATION		2020-07-23	2024-07-12
	1. THERMO FISHER SCIENTIFIC, INC.		2024-05-15	2024-07-12
	118.225 VANGUARD EMERGING MARKETS BOND FUND - A		2023-05-31	2024-07-12
	5. VISA INC CL A		2020-07-23	2024-07-12
	2. ACCENTURE PLC IE		2023-09-07	2024-07-12
	5. EATON CORPORATION PLC EI		2020-07-23	2024-07-12
	7. CHECK POINT SOFTWARE TECHNOLOGIES LTD		2024-06-20	2024-07-12
	4. ROYAL CARIBBEAN CRUISES LTD		2024-06-18	2024-07-12
	191.382 CREDIT SUISSE COMM RET STRATEGY INSTL		2024-03-19	2024-07-16
	4657.171 CREDIT SUISSE COMM RET STRATEGY INSTL		2022-09-29	2024-07-16
	24. MICROSOFT CORPORATION		2022-09-29	2024-07-16
	16. ABBOTT LABORATORIES		2020-07-23	2024-07-24
	5. ABBVIE INC.		2024-02-15	2024-07-24
	13. ALPHABET INC CL A		2024-07-16	2024-07-24
	10. APPLE COMPUTER, INCORPORATED		2024-07-16	2024-07-24
	4. APTARGROUP INC		2024-07-16	2024-07-24
	984.619 BAIRD CORE PLUS BOND INST		2024-07-16	2024-07-24
	39. BANK OF AMERICA CORP.		2024-07-16	2024-07-24
	499.103 BLACKROCK EMERGING MARKETS FUND CL K		2024-07-16	2024-07-24
	761.183 BLACK ROCK MULT-ASSET INCOME PORTFOLIO C		2024-07-16	2024-07-24
	191.91 BROWN ADVISORY SMALL-CAP FUNDEMENTAL VALUE I		2024-07-16	2024-07-24
	90.877 BROWN ADVISORY SMALL-CAP FUNDEMENTAL VALUE I		2022-09-29	2024-07-24
	5. CBOE GLOBAL MARKETS INC		2023-05-31	2024-07-24
	4. CANADIAN NATIONAL RAILWAY CA		2024-07-16	2024-07-24
	4. CATERPILLAR INCORPORATED		2024-07-16	2024-07-24
	7. CHEVRON CORPORATION		2024-07-16	2024-07-24
	5. CONSTELLATION BRANDS INC.		2024-07-16	2024-07-24
	20. CORNING INC		2024-07-16	2024-07-24
	4. DARDEN RESTAURANTS INC.		2023-07-25	2024-07-24
	15. WALT DISNEY CO.		2024-07-16	2024-07-24
	256.006 DODGE & COX GLOBAL BOND FUND - I		2023-12-28	2024-07-24
	549.65 EATON VANCE ALL ASSET STRATEGY FUND CL		2024-07-16	2024-07-24
	637.595 EATON VANCE PARAMETRIC COMMODITY STRAT F		2024-07-16	2024-07-24
	3. ECOLAB INC		2020-07-23	2024-07-24
	11. EXXON MOBIL CORP.		2024-07-16	2024-07-24
	139.924 FEDERATED INSTITUTIONAL HIGH YIELD BOND - I		2024-07-16	2024-07-24
	6. FISERV INC		2024-07-16	2024-07-24
	12. FREEPORT MCMORAN C&G CL B		2024-07-16	2024-07-24
	22. GENERAL MOTORS CO		2024-07-16	2024-07-24
	10. GILEAD SCIENCES INC		2022-09-29	2024-07-24
	16. HARTFORD FINL SVCS GRP COM STK		2024-07-16	2024-07-24
	43.126 HARTFORD WORLD BOND F FUND		2023-12-28	2024-07-24
	232.807 HARTFORD WORLD BOND F FUND		2023-12-28	2024-07-24
	6. HONEYWELL INTERNATIONAL INC		2024-07-16	2024-07-24
	43. INTEL CORPORATION		2024-07-16	2024-07-24
	10. INTERNATIONAL BUSINESS MACHINES CORPORATION		2024-07-16	2024-07-24
	8. ISHARES 7-10 YEAR TREASURY BOND ETF		2023-08-08	2024-07-24
	45. ISHARES RUSSELL 2000 INDEX FD		2022-09-29	2024-07-24
	16. ISHARES 10-20 YEAR TREASURY BOND ETF		2024-07-16	2024-07-24
	20. ISHARES 3-7 YEAR TREASURY BOND ETF		2022-08-31	2024-07-24
	10. JP MORGAN CHASE		2022-09-29	2024-07-24
	4. JOHNSON & JOHNSON		2020-07-23	2024-07-24
	14. KELLOGG COMPANY		2020-07-23	2024-07-24
	5. LOWES COMPANIES INCORPORATED		2021-02-09	2024-07-24
	347.355 MFS INTERNATIONAL EQUITY FUND - R6		2024-07-16	2024-07-24
	1364.248 METROPOLITAN WEST T/R BOND-I #512		2024-07-16	2024-07-24
	6. MICROSOFT CORPORATION		2022-09-29	2024-07-24
	7. PEPSICO INCORPORATED		2022-09-29	2024-07-24
	39. PFIZER INCORPORATED		2022-02-28	2024-07-24
	290.578 PRINCIPAL REAL ESTATE SECURITIES FUND		2024-07-16	2024-07-24
	10. PROCTER & GAMBLE COMPANY		2020-07-23	2024-07-24
	7. QUALCOMM INCORPORATED		2024-07-16	2024-07-24
	12. RAYTHEON TECHNOLOGIES CORP CORPORATION		2024-07-16	2024-07-24
	10. REXFORD INDUSTRIAL REALTY INC		2024-01-30	2024-07-24
	2. ROPER INDS INC NEW		2024-07-16	2024-07-24
	9. ROSS STORES INC		2024-06-20	2024-07-24
	807.855 T. ROWE PRICE OVERSEAS STOCK FD INSTL		2024-07-16	2024-07-24
	110.955 T. ROWE PRICE OVERSEAS STOCK FD INSTL		2022-12-20	2024-07-24
	18. S&P 500 DEPOSITARY RECEIPTS (SPDR)		2022-09-29	2024-07-24
	13. SCHLUMBERGER LIMITED		2023-09-07	2024-07-24
	30. UTILITES SELECT SECTOR SPDR		2022-02-28	2024-07-24
	5. STRYKER CORPORATION		2020-07-23	2024-07-24
	1. THERMO FISHER SCIENTIFIC, INC.		2024-05-15	2024-07-24
	117.532 VANGUARD EMERGING MARKETS BOND FUND - A		2024-07-16	2024-07-24
	5. VISA INC CL A		2024-07-16	2024-07-24
	2. ACCENTURE PLC IE		2023-09-07	2024-07-24
	5. EATON CORPORATION PLC EI		2024-07-16	2024-07-24
	7. CHECK POINT SOFTWARE TECHNOLOGIES LTD		2024-07-16	2024-07-24
	4. ROYAL CARIBBEAN CRUISES LTD		2024-07-16	2024-07-24
	5. ISHARES 10-20 YEAR TREASURY BOND ETF		2024-07-16	2024-08-06
	437. ISHARES 10-20 YEAR TREASURY BOND ETF		2022-12-20	2024-08-06
	325. ISHARES 3-7 YEAR TREASURY BOND ETF		2022-12-20	2024-08-06
	2. CANADIAN NATIONAL RAILWAY CA		2024-07-16	2024-08-14
	122. CANADIAN NATIONAL RAILWAY CA		2020-07-23	2024-08-14
	40. INTEL CORPORATION		2024-07-16	2024-08-14
	407. INTEL CORPORATION		2022-12-20	2024-08-14
	5. QUALCOMM INCORPORATED		2024-07-16	2024-08-14
	40. QUALCOMM INCORPORATED		2022-09-29	2024-08-14
	483.262 T. ROWE PRICE OVERSEAS STOCK FD INSTL		2024-03-19	2024-08-15
	24612.396 T. ROWE PRICE OVERSEAS STOCK FD INSTL		2022-12-20	2024-08-15
	1. KELLOGG COMPANY		2024-07-16	2024-08-27
	385. KELLOGG COMPANY		2022-02-04	2024-08-27
	12. APPLE COMPUTER, INCORPORATED		2024-07-16	2024-11-06
	24. APPLE COMPUTER, INCORPORATED		2020-07-23	2024-11-06
	104. CHEVRON CORPORATION		2022-09-29	2024-11-06
	3. CONSTELLATION BRANDS INC.		2024-07-16	2024-11-06
	64. CONSTELLATION BRANDS INC.		2022-12-20	2024-11-06
	171.176 FEDERATED INSTITUTIONAL HIGH YIELD BOND - I		2024-07-16	2024-11-06
	3700.362 FEDERATED INSTITUTIONAL HIGH YIELD BOND - I		2022-12-20	2024-11-06
	19. MICROSOFT CORPORATION		2022-09-29	2024-11-06
	13. ABBOTT LABORATORIES		2020-07-23	2024-12-12
	4. ABBVIE INC.		2024-02-15	2024-12-12
	11. ALPHABET INC CL A		2023-07-25	2024-12-12
	5. AMAZON COM INC.		2024-11-06	2024-12-12
	2. AMERICAN TOWER CORPORATION		2024-08-27	2024-12-12
	7. APPLE COMPUTER, INCORPORATED		2020-07-23	2024-12-12
	3. APTARGROUP INC		2024-07-16	2024-12-12
	116.269 ARTISAN HIGH INCOME FUND		2024-11-06	2024-12-12
	840.934 BAIRD CORE PLUS BOND INST		2022-12-20	2024-12-12
	34. BANK OF AMERICA CORP.		2022-02-28	2024-12-12
	296.269 BLACKROCK EMERGING MARKETS FUND CL K		2024-07-16	2024-12-12
	125.41 BLACKROCK EMERGING MARKETS FUND CL K		2022-12-20	2024-12-12
	648.118 BLACK ROCK MULT-ASSET INCOME PORTFOLIO C		2022-12-20	2024-12-12
	6. BROADCOM INC		2024-08-14	2024-12-12
	236.456 BROWN ADVISORY SMALL-CAP FUNDEMENTAL VALUE I		2022-09-29	2024-12-12
	4. CBOE GLOBAL MARKETS INC		2023-05-31	2024-12-12
	3. CATERPILLAR INCORPORATED		2022-09-29	2024-12-12
	3. CHEVRON CORPORATION		2024-07-16	2024-12-12
	2. CONSTELLATION BRANDS INC.		2022-12-20	2024-12-12
	23. CORNING INC		2024-11-06	2024-12-12
	4. DARDEN RESTAURANTS INC.		2023-07-25	2024-12-12
	13. WALT DISNEY CO.		2020-07-23	2024-12-12
	218.238 DODGE & COX GLOBAL BOND FUND - I		2023-12-28	2024-12-12
	465.386 EATON VANCE ALL ASSET STRATEGY FUND CL		2022-12-20	2024-12-12
	544.212 EATON VANCE PARAMETRIC COMMODITY STRAT F		2024-07-16	2024-12-12
	3. ECOLAB INC		2020-07-23	2024-12-12
	9. EXXON MOBIL CORP.		2024-07-16	2024-12-12
	5. FISERV INC		2024-07-16	2024-12-12
	10. FREEPORT MCMORAN C&G CL B		2024-07-16	2024-12-12
	19. GENERAL MOTORS CO		2023-12-05	2024-12-12
	9. GILEAD SCIENCES INC		2022-09-29	2024-12-12
	14. HARTFORD FINL SVCS GRP COM STK		2022-12-20	2024-12-12
	235.68 HARTFORD WORLD BOND F FUND		2023-12-28	2024-12-12
	5. HONEYWELL INTERNATIONAL INC		2022-09-29	2024-12-12
	22. INTEL CORPORATION		2022-12-20	2024-12-12
	9. INTERNATIONAL BUSINESS MACHINES CORPORATION		2022-12-20	2024-12-12
	34. ISHARES 7-10 YEAR TREASURY BOND ETF		2024-08-06	2024-12-12
	38. ISHARES RUSSELL 2000 INDEX FD		2022-09-29	2024-12-12
	4. ISHARES 3-7 YEAR TREASURY BOND ETF		2024-07-16	2024-12-12
	3. ISHARES 3-7 YEAR TREASURY BOND ETF		2022-12-20	2024-12-12
	8. JP MORGAN CHASE		2022-09-29	2024-12-12
	161. JP MORGAN INTERNATIONAL RESEARCH ENHANCE		2024-08-15	2024-12-12
	3. JOHNSON & JOHNSON		2024-07-16	2024-12-12
	4. LOWES COMPANIES INCORPORATED		2021-02-09	2024-12-12
	134.478 MFS INTERNATIONAL EQUITY FUND - R6		2024-07-16	2024-12-12
	160.298 MFS INTERNATIONAL EQUITY FUND - R6		2023-10-04	2024-12-12
	285.101 METROPOLITAN WEST T/R BOND-I #512		2024-07-16	2024-12-12
	881.635 METROPOLITAN WEST T/R BOND-I #512		2022-12-20	2024-12-12
	4. MICROSOFT CORPORATION		2020-07-23	2024-12-12
	6. PEPSICO INCORPORATED		2024-07-16	2024-12-12
	33. PFIZER INCORPORATED		2024-07-16	2024-12-12
	244.895 PRINCIPAL REAL ESTATE SECURITIES FUND		2021-02-26	2024-12-12
	8. PROCTER & GAMBLE COMPANY		2020-07-23	2024-12-12
	5. QUALCOMM INCORPORATED		2022-09-29	2024-12-12
	10. RAYTHEON TECHNOLOGIES CORP CORPORATION		2023-12-05	2024-12-12
	8. REALTY INCOME CORPORATION		2024-08-27	2024-12-12
	8. REXFORD INDUSTRIAL REALTY INC		2024-01-30	2024-12-12
	2. ROPER INDS INC NEW		2024-11-06	2024-12-12
	8. ROSS STORES INC		2024-06-20	2024-12-12
	15. S&P 500 DEPOSITARY RECEIPTS (SPDR)		2020-07-23	2024-12-12
	1. SCHLUMBERGER LIMITED		2024-07-16	2024-12-12
	10. SCHLUMBERGER LIMITED		2023-09-07	2024-12-12
	25. UTILITES SELECT SECTOR SPDR		2022-02-28	2024-12-12
	4. STRYKER CORPORATION		2020-07-23	2024-12-12
	1. THERMO FISHER SCIENTIFIC, INC.		2024-05-15	2024-12-12
	100.09 VANGUARD EMERGING MARKETS BOND FUND - A		2023-05-31	2024-12-12
	4. VISA INC CL A		2020-07-23	2024-12-12
	2. ACCENTURE PLC IE		2023-09-07	2024-12-12
	4. EATON CORPORATION PLC EI		2020-07-23	2024-12-12
	6. CHECK POINT SOFTWARE TECHNOLOGIES LTD		2024-07-16	2024-12-12
	3. ROYAL CARIBBEAN CRUISES LTD		2024-07-16	2024-12-12
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	3,290	2,921	369
b	4,716	4,036	680
c	3,200	2,434	766
d	24,587	24,714	-127
e	12,062	11,919	143
	2,050	2,591	-541
	1,030	989	41
	1,809	1,566	243
	1,827	1,327	500
	2,995	2,972	23
	1,217	657	560
	2,090	2,007	83
	1,979	1,796	183
	2,232	2,070	162
	2,126	2,184	-58
	3,015	3,640	-625
	26,920	26,445	475
	1,800	1,883	-83
	2,177	1,844	333
	1,106	961	145
	3,373	3,260	113
	2,797	2,402	395
	1,832	1,530	302
	3,232	1,997	1,235
	3,562	2,678	884
	763	763
	845	945	-100
	2,681	2,717	-36
	3,342	1,995	1,347
	1,269	1,314	-45
	1,159	1,344	-185
	1,935	1,724	211
	14,455	14,561	-106
	1,686	1,669	17
	1,540	2,681	-1,141
	2,048	2,372	-324
	1,540	1,411	129
	1,124	1,074	50
	997	938	59
	27,893	24,688	3,205
	1,068	1,345	-277
	7,680	8,462	-782
	3,789	2,382	1,407
	2,498	1,775	723
	1,124	979	145
	7,502	3,957	3,545
	26,741	26,184	557
	4,099	3,626	473
	1,255	1,228	27
	3,077	2,719	358
	9,102	5,837	3,265
	1,395	1,326	69
	7,623	7,600	23
	2,998	3,645	-647
	1,829	1,327	502
	3,376	2,972	404
	3,500	1,643	1,857
	2,346	2,150	196
	2,277	2,174	103
	2,672	2,300	372
	2,602	2,520	82
	3,538	3,640	-102
	1,313	1,327	-14
	17,618	16,322	1,296
	2,379	1,829	550
	978	981	-3
	1,948	1,558	390
	2,060	1,753	307
	12,513	9,384	3,129
	1,010	1,016	-6
	3,159	2,719	440
	3,614	2,316	1,298
	3,829	2,819	1,010
	6,747	6,868	-121
	1,031	1,181	-150
	13,126	13,143	-17
	4,062	2,205	1,857
	2,347	2,379	-32
	1,699	1,984	-285
	2,458	1,916	542
	9,307	9,511	-204
	2,753	2,670	83
	1,853	3,152	-1,299
	3,403	2,649	754
	2,632	2,664	-32
	2,454	2,159	295
	1,068	1,123	-55
	2,746	2,685	61
	2,331	2,144	187
	1,408	1,589	-181
	3,614	3,851	-237
	3,891	2,151	1,740
	13,420	9,267	4,153
	3,736	3,264	472
	4,497	1,978	2,519
	2,713	2,619	94
	3,922	3,631	291
	934	954	-20
	2,054	2,362	-308
	2,877	2,882	-5
	11,708	11,562	146
	8,798	5,280	3,518
	11,770	11,735	35
	13,808	14,158	-350
	10,845	11,929	-1,084
	1,222	1,344	-122
	15,380	17,628	-2,248
	570	653	-83
	24,721	21,296	3,425
	26,943	26,496	447
	3,862	3,257	605
	13,660	4,581	9,079
	1,674	1,612	62
	855	877	-22
	2,423	2,269	154
	2,322	929	1,393
	582	531	51
	9,900	9,743	157
	1,669	1,757	-88
	13,024	11,084	1,940
	7,829	7,367	462
	9,138	7,423	1,715
	849	664	185
	604	482	122
	1,349	657	692
	1,091	1,003	88
	1,319	1,150	169
	917	800	117
	4,179	5,538	-1,359
	570	672	-102
	1,460	1,761	-301
	2,350	2,357	-7
	8,053	7,389	664
	738	628	110
	1,247	942	305
	1,233	1,177	56
	924	919	5
	619	530	89
	1,083	729	354
	706	626	80
	1,629	1,201	428
	2,333	2,356	-23
	1,298	1,020	278
	1,514	1,145	369
	1,833	1,410	423
	758	763	-5
	10,035	7,857	2,178
	1,670	1,889	-219
	2,329	2,362	-33
	2,058	1,050	1,008
	603	601	2
	797	896	-99
	1,187	892	295
	12,534	11,673	861
	12,266	12,396	-130
	3,188	1,647	1,541
	1,171	1,168	3
	1,103	1,788	-685
	8,176	7,728	448
	1,674	1,261	413
	1,437	1,038	399
	1,218	996	222
	499	535	-36
	1,121	1,074	47
	1,376	1,332	44
	12,779	10,272	2,507
	10,700	7,164	3,536
	603	795	-192
	2,149	2,027	122
	1,704	978	726
	550	600	-50
	2,774	2,589	185
	1,334	986	348
	623	653	-30
	1,664	468	1,196
	1,211	1,107	104
	665	604	61
	4,339	4,281	58
	105,578	135,252	-29,674
	10,870	5,648	5,222
	1,677	1,612	65
	868	877	-9
	2,279	2,444	-165
	2,189	2,355	-166
	582	578	4
	9,935	10,004	-69
	1,650	1,662	-12
	12,253	12,977	-724
	7,680	7,764	-84
	6,231	6,385	-154
	2,951	2,336	615
	914	664	250
	460	485	-25
	1,366	1,385	-19
	1,078	1,099	-21
	1,231	1,253	-22
	876	916	-40
	554	672	-118
	1,351	1,455	-104
	2,768	2,801	-33
	7,871	8,036	-165
	4,004	4,112	-108
	740	628	112
	1,256	1,258	-2
	1,236	1,237	-1
	961	937	24
	537	589	-52
	1,006	1,085	-79
	722	626	96
	1,628	1,650	-22
	433	436	-3
	2,335	2,360	-25
	1,290	1,301	-11
	1,378	1,464	-86
	1,835	1,849	-14
	758	763	-5
	9,960	7,418	2,542
	1,661	1,670	-9
	2,333	2,365	-32
	2,097	1,050	1,047
	616	601	15
	791	896	-105
	1,177	892	285
	12,091	12,390	-299
	12,265	12,374	-109
	2,600	1,412	1,188
	1,159	1,137	22
	1,147	1,842	-695
	8,241	8,302	-61
	1,662	1,261	401
	1,288	1,464	-176
	1,249	1,223	26
	495	541	-46
	1,063	1,119	-56
	1,286	1,332	-46
	10,607	10,946	-339
	1,457	1,214	243
	9,808	6,439	3,369
	623	811	-188
	2,118	2,027	91
	1,689	978	711
	564	602	-38
	2,739	2,756	-17
	1,267	1,346	-79
	663	722	-59
	1,549	1,649	-100
	1,244	1,210	34
	672	674	-2
	543	522	21
	47,463	49,719	-2,256
	38,544	38,359	185
	221	242	-21
	13,458	11,755	1,703
	802	1,362	-560
	8,164	10,835	-2,671
	838	1,046	-208
	6,708	4,571	2,137
	6,447	6,220	227
	328,329	269,260	59,069
	81	56	25
	31,038	24,579	6,459
	2,701	2,826	-125
	5,401	2,230	3,171
	16,405	14,860	1,545
	680	752	-72
	14,497	14,718	-221
	1,527	1,512	15
	33,007	31,120	1,887
	7,943	3,925	4,018
	1,485	1,309	176
	696	702	-6
	2,122	1,352	770
	1,146	1,031	115
	399	449	-50
	1,733	650	1,083
	516	433	83
	1,069	1,063	6
	8,544	8,393	151
	1,566	1,524	42
	7,193	7,703	-510
	3,045	2,787	258
	6,663	6,202	461
	1,077	955	122
	8,281	6,077	2,204
	805	531	274
	1,150	493	657
	466	471	-5
	480	460	20
	1,121	1,114	7
	666	672	-6
	1,490	1,527	-37
	2,385	2,411	-26
	6,967	6,218	749
	3,581	3,510	71
	740	628	112
	999	1,029	-30
	1,019	778	241
	424	491	-67
	991	630	361
	826	563	263
	1,590	1,051	539
	2,416	2,392	24
	1,144	850	294
	453	586	-133
	2,080	1,269	811
	3,206	3,312	-106
	8,983	6,264	2,719
	466	466
	350	347	3
	1,935	806	1,129
	10,090	10,269	-179
	440	448	-8
	1,056	681	375
	4,773	4,797	-24
	5,689	4,713	976
	2,572	2,586	-14
	7,952	8,081	-129
	1,805	813	992
	953	980	-27
	837	952	-115
	7,288	6,509	779
	1,367	1,009	358
	790	571	219
	1,159	830	329
	445	497	-52
	326	441	-115
	1,101	1,132	-31
	1,226	1,224	2
	9,090	4,837	4,253
	41	48	-7
	412	621	-209
	1,948	1,689	259
	1,503	782	721
	528	600	-72
	2,383	2,192	191
	1,256	789	467
	714	653	61
	1,438	374	1,064
	1,139	1,023	116
	735	471	264
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462
			27,462

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			369
b			680
c			766
d			-127
e			143
			-541
			41
			243
			500
			23
			560
			83
			183
			162
			-58
			-625
			475
			-83
			333
			145
			113
			395
			302
			1,235
			884

			-100
			-36
			1,347
			-45
			-185
			211
			-106
			17
			-1,141
			-324
			129
			50
			59
			3,205
			-277
			-782
			1,407
			723
			145
			3,545
			557
			473
			27
			358
			3,265
			69
			23
			-647
			502
			404
			1,857
			196
			103
			372
			82
			-102
			-14
			1,296
			550
			-3
			390
			307
			3,129
			-6
			440
			1,298
			1,010
			-121
			-150
			-17
			1,857
			-32
			-285
			542
			-204
			83
			-1,299
			754
			-32
			295
			-55
			61
			187
			-181
			-237
			1,740
			4,153
			472
			2,519
			94
			291
			-20
			-308
			-5
			146
			3,518
			35
			-350
			-1,084
			-122
			-2,248
			-83
			3,425
			447
			605
			9,079
			62
			-22
			154
			1,393
			51
			157
			-88
			1,940
			462
			1,715
			185
			122
			692
			88
			169
			117
			-1,359
			-102
			-301
			-7
			664
			110
			305
			56
			5
			89
			354
			80
			428
			-23
			278
			369
			423
			-5
			2,178
			-219
			-33
			1,008
			2
			-99
			295
			861
			-130
			1,541
			3
			-685
			448
			413
			399
			222
			-36
			47
			44
			2,507
			3,536
			-192
			122
			726
			-50
			185
			348
			-30
			1,196
			104
			61
			58
			-29,674
			5,222
			65
			-9
			-165
			-166
			4
			-69
			-12
			-724
			-84
			-154
			615
			250
			-25
			-19
			-21
			-22
			-40
			-118
			-104
			-33
			-165
			-108
			112
			-2
			-1
			24
			-52
			-79
			96
			-22
			-3
			-25
			-11
			-86
			-14
			-5
			2,542
			-9
			-32
			1,047
			15
			-105
			285
			-299
			-109
			1,188
			22
			-695
			-61
			401
			-176
			26
			-46
			-56
			-46
			-339
			243
			3,369
			-188
			91
			711
			-38
			-17
			-79
			-59
			-100
			34
			-2
			21
			-2,256
			185
			-21
			1,703
			-560
			-2,671
			-208
			2,137
			227
			59,069
			25
			6,459
			-125
			3,171
			1,545
			-72
			-221
			15
			1,887
			4,018
			176
			-6
			770
			115
			-50
			1,083
			83
			6
			151
			42
			-510
			258
			461
			122
			2,204
			274
			657
			-5
			20
			7
			-6
			-37
			-26
			749
			71
			112
			-30
			241
			-67
			361
			263
			539
			24
			294
			-133
			811
			-106
			2,719

			3
			1,129
			-179
			-8
			375
			-24
			976
			-14
			-129
			992
			-27
			-115
			779
			358
			219
			329
			-52
			-115
			-31
			2
			4,253
			-7
			-209
			259
			721
			-72
			191
			467
			61
			1,064
			116
			264

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	187,028
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

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

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	4,914
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	4,914
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	4,914
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	3,060
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	3,060
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	1,854
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	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

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

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

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

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

(1) On the foundation. right arrow

$ (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? ................

Yes

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

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

Yes

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

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

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

Yes

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

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

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

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

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

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

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

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

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

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

Website address right arrow

The books are in care of right arrow

FIRST FINANCIAL BANK Telephone no. right arrow

(812) 376-1981

Located at right arrow

125 3RD STREETCOLUMBUSIN ZIP+4 right arrow

47201

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)

Yes

(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-)
DIANE BRADLEY	DIRECTOR 0	650
2584 CHESTNUT ST COLUMBUS,IN47203	DIRECTOR 0	650
STEVE CAROTHERS	DIRECTOR 0	650
13470 W OLD NASHVILLE RD COLUMBUS,IN47201	DIRECTOR 0	650
JAMES HOLLAND	SECRETARY 0	650
201 WASHINGTON STREET COLUMBUS,IN47201	SECRETARY 0	650
RICHARD H WEAVER	DIRECTOR 0	650
2750 SYCAMORE ST COLUMBUS,IN47203	DIRECTOR 0	650
SAM PENTZER	VICE PRESIDENT 0	650
5135 SANIBEL DR COLUMBUS,IN47203	VICE PRESIDENT 0	650
SETH A KEELE	DIRECTOR 0	650
660 SHORELINE DR COLUMBUS,IN47201	DIRECTOR 0	650

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2024)

Page 7

Part VII

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

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

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

Part VIII-A

Summary of Direct Charitable Activities

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


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

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


2


All other program-related investments. See instructions.
3

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

Form 990-PF (2024)

Page 8

Part IX

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

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

purposes:

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

5,082,585

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

171,925

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

3,084,000

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

8,338,510

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

8,338,510

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

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

125,078

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

8,213,432

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

410,672

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

410,672

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

4,914

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

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

4,914

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

405,758

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

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

405,758

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

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

405,758

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 ..........

357,255

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. .......

357,255

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					405,758
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				97,156
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......	0
b From 2020......	0
c From 2021......	0
d From 2022......	0
e From 2023......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 357,255
a Applied to 2023, but not more than line 2a				97,156
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2024 distributable amount.....					260,099
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2024.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		0
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 ..........					145,659
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2020....	0
b Excess from 2021....	0
c Excess from 2022....	0
d Excess from 2023....	0
e Excess from 2024....	0

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).)

NONE

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

NONE

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

WILLIAM HELMBRECHT
FIRST FINANCIAL BANK 125 3RD ST
COLUMBUS,IN47201
(812) 376-1718
WILLIAM.HELMBRECHT@BANKAT FIRST.COM

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

THERE IS A PERSET GRANT APPLICATON

cAny submission deadlines:

BOARD OF DIRECTORS MEET ON A CALLED BASIS 2 TIMES ANNUALLY.

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

APPLICANTS MUST BE A 501(C)(3) ORGANIZATION, PREFERABLY WITH IN A 50 MILES OF COLUMBUS, IN. NO CHURCHES ARE CURRENTLY CONSIDERED. PREFER BENEFIT TO BARTHOLOMEW COUNTY CITIZENS.

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
CASA PO BOX 2107 COLUMBUS,IN47202	NONE	PUBLIC	CHARITABLE PURPOSES	15,000
AFRICAN AMERICAN FOUNDATION OF BARTHOLOMEW COUNTY 538 FRANKLIN ST COLUMBUS,IN47201	NONE	PUBLIC	CHARITABLE PURPOSES	2,000
IVY TECH FOUNDATION 4475 CENTRAL AVE COLUMBUS,IN47201	NONE	PUBLIC	CHARITABLE PURPOSES	20,000
COLUMBUS PARK FOUNDATION PO BOX 858 COLUMBUS,IN472020858	NONE	PUBLIC	CHARITABLE PURPOSES	20,000
CALVARY COMMUNITY CHURCH 1031 CHESTNUT ST COLUMBUS,IN47201	NONE	PUBLIC	CHARITABLE PURPOSES	5,000
REINS TO RECOVERY INC 10861 N US 31 SEYMOUR,IN47274	NONE	PUBLIC	CHARITABLE PURPOSES	1,000
COLUMBUS FIREMEN'S CHEER FUND 1101 JACKSON STREET COLUMBUS,IN47201	NONE	PUBLIC	CHARITABLE PURPOSES	5,000
CHAIN BREAKER MINISTRIES 1218 CALIFORNIA ST COLUMBUS,IN47201	NONE	PUBLIC	CHARITABLE PURPOSES	12,000
TURNING POINT P O BOX 103 COLUMBUS,IN47202	NONE	PUBLIC	CHARITABLE PURPOSES	7,000
IU FOUNDATOIN 4601 CENTRAL AVENUE BLOOMINGTON,IN47203	NONE	PUBLIC	CHARITABLE PURPOSES	55,000
HOSPICE OF SOUTH CENTRAL INDIANA 2626 EAST 17TH STREET COLUMBUS,IN47201	NONE	PUBLIC	CHARITABLE PURPOSES	25,000
FAMILY SERVICES OF BARTHOLOMEW COUNTY 1531 13TH STREET COLUMBUS,IN47201	NONE	PUBLIC	CHARITABLE PURPOSES	20,000
LOVE CHAPEL 311 CENTER STREET COLUMBUS,IN47201	NONE	PUBLIC	CHARITABLE PURPOSES	17,000
SALVATION ARMY 6060 CASTLEWAY WEST DRIVE INDIANAPOLIS,IN46250	NONE	PUBLIC	CHARITABLE PURPOSES	7,000
LANDMARK COLUMBUS P O BOX 1547 COLUMBUS,IN472021547	NONE	PUBLIC	CHARITABLE PURPOSES	3,500
JUST FRIENDS INC 900 LINDSAY ST COLUMBUS,IN47201	NONE	PUBLIC	CHARITABLE PURPOSES	15,000
FOUNDATION FOR YOUTH 405 HOPE AVENUE COLUMBUS,IN472016435	NONE	PUBLIC	CHARITABLE PURPOSES	13,000
GLEANERS FOODBANK OF IN 3737 WALDEMERE AVE INDIANAPOLIS,IN46241	NONE	PUBLIC	CHARITABLE PURPOSES	5,000
ACCESS ABILITY 1531 13TH STREET COLUMBUS,IN47201	NONE	PUBLIC	CHARITABLE PURPOSES	5,000
HOOSIER TRAILS COUNCIL BSA 5625 EAST STATE ROAD 46 BLOOMINGTON,IN474019233	NONE	PUBLIC	CHARITABLE PURPOSES	7,000
IMAGINATION LIBRARY 3210 GROVE PARKWAY COLUMBUS,IN47202	NONE	PUBLIC	CHARITABLE PURPOSES	2,000
GREATER SEYMOUR TRUST FUND 1200 CENTRAL AVE COLUMBUS,IN47201	NONE	PUBLIC	CHARITABLE PURPOSES	1,000
COLUMBUS INDIANA ARCHITECTURAL ARCHIVES 536 FIFTH STREET COLUMBUS,IN47201	NONE	PUBLIC	CHARITABLE PURPOSES	6,000
RILEY CHILDREN'S FOUNDATION 30 S MERICIAN STREET SUITE 200 INDIANAPOLIS,IN46204	NONE	PUBLIC	CHARITABLE PURPOSES	6,000
FIRST CHRISTIAN CHURCH 531 5TH STREET COLUMBUS,IN472016224	NONE	PUBLIC	CHARITABLE PURPOSES	3,000
HAPPY HOLLOW CHILDREN'S CAMP INC 615 N ALABAMA ST SUITE 134 INDIANAPOLIS,IN462041431	NONE	PUBLIC	CHARITABLE PURPOSES	5,000
SHOP WITH A COP FOP#89 PO BOX 204 COLUMBUS,IN472020204	NONE	PUBLIC	CHARITABLE PURPOSES	5,000
BARTHOLOMEW CO HISTORICAL SOCIETY 524 THIRD STREET COLUMBUS,IN47201	NONE	PUBLIC	CHARITABLE PURPOSES	11,000
COLUMBUS REGIONAL HEALTH FOUNDATION 2400 E 17TH ST COLUMBUS,IN47201	NONE	PUBLIC	CHARITABLE PURPOSES	7,000
LINCOLN CENTRAL NEIGHBORHOOD FAMILY CENTER 1039 SYCAMORE STREET COLUMBUS,IN47201	NONE	PUBLIC	CHARITABLE PURPOSE	20,000
COLUMBUS AREA CHAMBER OF COMMERCE 500 FRANKLIN STREET COLUMBUS,IN47201	NONE	PUBLIC	CHARITABLE PURPOSES	2,000
THRIVE ALLIANCE 1531 13TH STREET COLUMBUS,IN47201	NONE	PUBLIC	CHARITABLE PURPOSES	7,000
ST VINCENT HOSPITAL FOUNDATION 250 W 96TH ST INDIANAPOLIS,IN46240	NONE	PUBLIC	UNRESTRICTED	3,000
COLUMBUS INDIANA PHILHARMONIC 315 FRANKLIN ST COLUMBUS,IN47201	NONE	PUBLIC	CHARITABLE PURPOSES	12,000
THE ARC OF BARTHOLOMEW COUNTY 2060 DOCTORS PARK DR COLUMBUS,IN47203	NONE	PUBLIC	CHARITABLE PURPOSES	5,000
Total ................................. 3a				354,500

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 ...........			14	8,402
4 Dividends and interest from securities ....			14	142,736
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....			16	72,462
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	187,028
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) ..				410,628

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

410,628

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

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

Form 990-PF (2024)

Page 13

Part XVI

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

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

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

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

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

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

If "Yes," complete the following schedule.

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

Sign Here

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

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

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ARTISAN HIGH INCOME FUND	33,433	33,286
BAIRD CORE PLUS BOND INST	263,476	264,048
HARTFORD WORLD BOND FUND	74,691	74,228
FEDRATED HERMES INSTL HIGH YIE
METROPOLITAN WEST #512	334,566	324,091
VANGUARD EMERGING MARKETS BOND	71,700	73,102
CREDIT SUISSE COMM RET STRATEG
BLACKROCK EMERGING MARKETS FUN	293,343	310,524
DODGE & COX GLOBAL BOND FUND	74,732	71,969

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBVIE INC	24,521	24,878
ABBOTT LABORATORIES	41,923	47,393
APPLE COMPUTER INCORPORATED	20,812	56,094
ASHLAND GLOBAL HOLDINGS
BANK OF AMERICA CORP	31,867	46,455
CONSTELLATION BRANDS	13,568	13,039
CATERPILLAR INCORPORATED	15,533	36,276
CHEVRON CORP	9,500	13,615
CISCO SYSTEMS
EXXON MOBIL CORP	24,264	31,088
DARDEN RESTAURANTS INC.	20,086	22,403
WALT DISNEY CO	40,904	44,985
ECOLAB INC	15,241	18,511
GENERAL MOTORS CO	20,163	31,855
KELLANOVA COM
GILEAD SCIENCES INC	16,807	25,309
RAYTHEON TECHNOLOGIES CORP	27,663	38,188
HONEWELL INTERNATIONAL INC	24,883	36,142
INTEL CORPORATION	18,848	14,195
JP MORGAN CHASE & CO	28,355	63,283
JOHNSON & JOHNSON COMPANY	14,113	13,594
APTAR GROUP INC	13,927	16,496
LOWES COMPANIES INC	19,853	32,084
MICROSOFT CORPORATION	26,617	55,217
FISERV INC	22,815	30,608
PEPSICO INCORPORATED	24,477	27,219
PFIZER INCORPORATED	40,098	27,485
PROCTER & GAMBLE COMPANY	34,809	43,421
QUALCOMM INCORPORATED	13,011	22,275
FREEPORT-MCMORAN	14,588	12,566
AMERICAN TOWER CORPORATION	15,051	12,288
SPDR UTILITES SELECT SECTOR	50,428	60,401
AMAZON.COM INC	31,949	34,005
STRYKER CORPORATION	27,737	48,607
REXFORD INDUSTRIAL REALTY INC	14,114	10,206
REALTY INCOME CORP	15,149	13,032
VISA INC CL A	26,038	42,665
CANADIAN NATIONAL RAILWAY CA
EATON CORPORATION PLC ID IRELA	13,109	43,143
ISHARES RUSSELL 2000 INDEX FD	182,379	265,373
S&P 500 DEPOSITARY RECEIPTS (S	224,835	277,216
ROSS STORES INC.	33,423	36,910
BROWN ADVISORY SMALL-CAP FUNDA	157,730	210,598
CORNING INC	29,802	33,787
T ROWE PRICE OVERSEAS STOCK FD
BLACKROCK MULTI-ASSET INCOME #	195,106	205,346
EATON VANCE ALL ASSET STRATEGY	195,453	209,322
PRINCIPAL REAL ESTATE SECURITI	185,490	216,442
ROPER TECHNOLOGIES	32,086	30,671
INTERNATIONAL BUSINESS MACHINE	39,153	60,233
HARTFORD FINL SVCS GRP	33,434	48,027
ALPHABET INC CL A	48,057	68,148
SCHLUMBERGER LTD FR	20,662	12,959
ACCENTURE PLC IE	15,995	17,238
MFS INTERNATIONAL EQUITY FUND	275,020	311,813
CBOE GLOBAL MARKETS INC	16,780	24,230
THERMO FISHER SCIENTIFIC, INC.	24,396	21,329
BROADCOM INC	30,243	44,050
CHECK POINT SOFTWARE TECH LTD	29,095	34,353
ROYAL CARIBBEAN CRUISES LTD	15,111	23,069
JP MORGAN INTERNATIONAL RESEAR	324,385	297,582
EATON VANCE PARAMETRIC COMMODI	110,037	105,089

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE -	500	0		500
Rent and Royalty Expense	9,631

Category	Amount	Net Investment Income
FOREIGN TAXES	369	369
REAL ESTATE TAX ON NON-RENTAL	10,710	10,710
FEDERAL TAX PAYMENT - PRIOR YE	431	0
FEDERAL ESTIMATES - PRINCIPAL	3,060	0