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
GERTRUDE S GORDON FOUNDATION 1045000291

Number and street (or P.O. box number if mail is not delivered to street address)230 FRONT STREET NORTH
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
LA CROSSE, WI54601

A Employer identification number

31-6672080

B Telephone number (see instructions)

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

$10,795,919J 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	878		878
4	Dividends and interest from securities...	288,171		288,171
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		273,476
b	Gross sales price for all assets on line 6a 3,567,455
7	Capital gain net income (from Part IV, line 2)...			273,476
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........	562,525		562,525
13	Compensation of officers, directors, trustees, etc.	96,422		96,422
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	9,000	0	0	9,000
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	15,267	15,267		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).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	120,689		111,689	0	9,000
25	Contributions, gifts, grants paid.......	519,063				519,063
26	Total expenses and disbursements. Add lines 24 and 25	639,752		111,689	0	528,063
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-77,227
b	Net investment income (if negative, enter -0-)			450,836
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

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

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	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.............	191,061	282,288	282,288
	2	Savings and temporary cash investments.........
	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)
	b	Investments—corporate stock (attach schedule).......
	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)..........	8,614,257		0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )		8,448,150	10,513,631
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	8,805,318	8,730,438	10,795,919
	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........	8,805,318	8,730,438
	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).....	8,805,318	8,730,438
	30	Total liabilities and net assets/fund balances (see instructions).	8,805,318	8,730,438

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

8,805,318

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

-77,227

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

List of Attached Documents:

// Content

2,347

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

8,730,438

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 .

8,730,438

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	6170.061 FIDELITY U.S. BOND INDEX FUND		2019-10-08	2024-01-24
b	1406.331 FIDELITY U.S. BOND INDEX FUND		2019-10-08	2024-01-24
c	1710.334 FIDELITY U.S. BOND INDEX FUND		2019-10-08	2024-01-24
d	7309.719 FIDELITY U.S. BOND INDEX FUND		2019-10-08	2024-01-24
e	1479.156 FIDELITY U.S. BOND INDEX FUND		2019-08-05	2024-01-24
	1472.411 FIDELITY U.S. BOND INDEX FUND		2019-10-08	2024-01-24
	2897.223 FIDELITY U.S. BOND INDEX FUND		2019-10-08	2024-01-24
	1548.942 FIDELITY U.S. BOND INDEX FUND		2019-10-08	2024-01-24
	1595.415 FIDELITY U.S. BOND INDEX FUND		2019-10-08	2024-01-24
	1444.024 FIDELITY U.S. BOND INDEX FUND		2019-10-08	2024-01-24
	5352.934 FIDELITY LONG-TERM TREASURY BOND INDEX		2023-07-13	2024-01-24
	4527.645 FIDELITY LONG-TERM TREASURY BOND INDEX		2023-07-13	2024-01-24
	1002.963 FIDELITY LONG-TERM TREASURY BOND INDEX		2023-07-13	2024-01-24
	1064.252 FIDELITY LONG-TERM TREASURY BOND INDEX		2023-07-13	2024-01-24
	2106.227 FIDELITY LONG-TERM TREASURY BOND INDEX		2023-07-13	2024-01-24
	1071.168 FIDELITY LONG-TERM TREASURY BOND INDEX		2023-07-13	2024-01-24
	1050.554 FIDELITY LONG-TERM TREASURY BOND INDEX		2023-07-13	2024-01-24
	1126.635 FIDELITY LONG-TERM TREASURY BOND INDEX		2023-07-13	2024-01-24
	1160.363 FIDELITY LONG-TERM TREASURY BOND INDEX		2023-07-13	2024-01-24
	118. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-01-24
	519. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-01-24
	614. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-01-24
	124. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-01-24
	124. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-01-24
	244. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-01-24
	131. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-01-24
	121. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-01-24
	134. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-01-24
	130. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-01-24
	331. SCHWAB LONG-TERM U.S. TREASURY ETF		2023-10-18	2024-01-24
	4753.548 VANGUARD SHORT TERM TREASURY ADM		2023-02-02	2024-01-25
	1056.343 VANGUARD SHORT TERM TREASURY ADM		2023-02-02	2024-01-25
	5620.053 VANGUARD SHORT TERM TREASURY ADM		2023-02-02	2024-01-25
	1113.461 VANGUARD SHORT TERM TREASURY ADM		2023-02-02	2024-01-25
	1123.784 VANGUARD SHORT TERM TREASURY ADM		2023-02-02	2024-01-25
	2210.283 VANGUARD SHORT TERM TREASURY ADM		2023-02-02	2024-01-25
	1192.262 VANGUARD SHORT TERM TREASURY ADM		2023-02-02	2024-01-25
	1182.025 VANGUARD SHORT TERM TREASURY ADM		2023-02-02	2024-01-25
	1217.439 VANGUARD SHORT TERM TREASURY ADM		2023-02-02	2024-01-25
	1102.145 VANGUARD SHORT TERM TREASURY ADM		2023-02-02	2024-01-25
	662. INVESCO S&P 500 LOW VOLATILITY ETF		2023-06-20	2024-03-18
	585. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-03-18
	617. INVESCO S&P 500 LOW VOLATILITY ETF		2023-06-20	2024-03-18
	624. INVESCO S&P 500 LOW VOLATILITY ETF		2023-06-20	2024-03-18
	612. INVESCO S&P 500 LOW VOLATILITY ETF		2023-06-20	2024-03-18
	676. INVESCO S&P 500 LOW VOLATILITY ETF		2023-06-20	2024-03-18
	656. INVESCO S&P 500 LOW VOLATILITY ETF		2023-06-20	2024-03-18
	2644. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-03-18
	3125. INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-03-18
	1227. INVESCO S&P 500 LOW VOLATILITY ETF		2023-06-20	2024-03-18
	18.688 AMERICAN FUNDS EUROPACIFIC FUND F3		2002-09-12	2024-03-20
	1054.08 FIDELITY U.S. BOND INDEX FUND		2022-03-28	2024-03-20
	1111.567 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-03-20
	1124.989 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-03-20
	1192.18 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-03-20
	1183.235 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-03-20
	1218.637 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-03-20
	1103.346 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-03-20
	4755.853 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-03-20
	5624.783 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-03-20
	2211.64 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-03-20
	62.434 GLENMEDE SECURED OPTIONS I		2022-07-15	2024-03-20
	34. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-03-20
	6.133 VANGUARD MID CAP INDEX ADMIRAL		2016-02-29	2024-03-20
	16.578 AMERICAN FUNDS EUROPACIFIC FUND F3		1999-01-11	2024-03-21
	17.482 AMERICAN FUNDS EUROPACIFIC FUND F3		2002-06-07	2024-03-21
	39.349 GLENMEDE SECURED OPTIONS I		2022-07-15	2024-03-21
	20. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-03-21
	21. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-03-21
	54.728 CONESTOGA SMALL CAP INST		2020-05-18	2024-04-01
	46.21 CONESTOGA SMALL CAP INST		2020-05-18	2024-04-01
	53. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-04-01
	62. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-04-01
	115.848 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-08-20	2024-04-01
	97.778 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-08-20	2024-04-01
	289. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-04-01
	348. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-04-01
	143. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-04-08
	141. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-04-09
	156. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-04-09
	151. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-04-09
	282. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-04-09
	28.431 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-05-22
	33.148 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-05-22
	34.081 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-05-22
	31.006 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-05-22
	31.454 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-05-22
	31.887 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-05-22
	64.052 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-05-22
	32.246 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-05-22
	24.674 AMERICAN BEACON DEVELOPING WORLD INCOME		2019-05-01	2024-05-22
	26.492 AMERICAN BEACON DEVELOPING WORLD INCOME		2019-05-01	2024-05-22
	29.056 AMERICAN BEACON DEVELOPING WORLD INCOME		2019-04-22	2024-05-22
	28.24 AMERICAN BEACON DEVELOPING WORLD INCOME		2019-05-01	2024-05-22
	26.823 AMERICAN BEACON DEVELOPING WORLD INCOME		2019-05-01	2024-05-22
	26.227 AMERICAN BEACON DEVELOPING WORLD INCOME		2019-05-01	2024-05-22
	51.419 AMERICAN BEACON DEVELOPING WORLD INCOME		2019-05-01	2024-05-22
	27.907 AMERICAN BEACON DEVELOPING WORLD INCOME		2019-05-01	2024-05-22
	8.255 CONESTOGA SMALL CAP INST		2020-05-18	2024-05-22
	10.892 CONESTOGA SMALL CAP INST		2020-05-18	2024-05-22
	11.198 CONESTOGA SMALL CAP INST		2020-05-18	2024-05-22
	10.195 CONESTOGA SMALL CAP INST		2020-05-18	2024-05-22
	10.352 CONESTOGA SMALL CAP INST		2020-05-18	2024-05-22
	8.728 CONESTOGA SMALL CAP INST		2020-05-18	2024-05-22
	19.619 CONESTOGA SMALL CAP INST		2020-05-18	2024-05-22
	10.728 CONESTOGA SMALL CAP INST		2020-05-18	2024-05-22
	33.657 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-05-22
	43.159 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-05-22
	47.35 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-05-22
	46.077 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-05-22
	43.818 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-05-22
	46.386 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-05-22
	82.445 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-05-22
	32.509 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-05-22
	145.872 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-05-22
	181.602 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-05-22
	14.509 AMERICAN FUNDS EUROPACIFIC FUND F3		1999-01-11	2024-05-22
	37.543 AMERICAN FUNDS EUROPACIFIC FUND F3		2002-09-12	2024-05-22
	36.468 AMERICAN FUNDS EUROPACIFIC FUND F3		2002-09-12	2024-05-22
	34.038 AMERICAN FUNDS EUROPACIFIC FUND F3		2002-06-07	2024-05-22
	34.669 AMERICAN FUNDS EUROPACIFIC FUND F3		2002-06-07	2024-05-22
	15.319 AMERICAN FUNDS EUROPACIFIC FUND F3		2002-06-07	2024-05-22
	67.523 AMERICAN FUNDS EUROPACIFIC FUND F3		1999-01-29	2024-05-22
	17.784 AMERICAN FUNDS EUROPACIFIC FUND F3		2002-09-12	2024-05-22
	49.348 FIDELITY U.S. BOND INDEX FUND		2022-03-28	2024-05-22
	75.997 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-05-22
	83.039 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-05-22
	80.886 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-05-22
	76.819 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-05-22
	52.378 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-05-22
	140.294 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-05-22
	78.623 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-05-22
	157.249 GLENMEDE SECURED OPTIONS I		2022-07-15	2024-05-22
	178.625 GLENMEDE SECURED OPTIONS I		2022-07-15	2024-05-22
	183.852 GLENMEDE SECURED OPTIONS I		2022-07-15	2024-05-22
	166.758 GLENMEDE SECURED OPTIONS I		2022-07-15	2024-05-22
	169.704 GLENMEDE SECURED OPTIONS I		2022-07-15	2024-05-22
	125.188 GLENMEDE SECURED OPTIONS I		2022-07-15	2024-05-22
	328.247 GLENMEDE SECURED OPTIONS I		2022-07-15	2024-05-22
	115.285 GLENMEDE SECURED OPTIONS I		2022-07-15	2024-05-22
	651.232 GLENMEDE SECURED OPTIONS I		2022-07-15	2024-05-22
	787.993 GLENMEDE SECURED OPTIONS I		2022-07-15	2024-05-22
	36.409 OAKMARK INTERNATIONAL R6		2021-12-21	2024-05-22
	41.142 OAKMARK INTERNATIONAL R6		2021-12-21	2024-05-22
	45.322 OAKMARK INTERNATIONAL R6		2021-12-21	2024-05-22
	44.042 OAKMARK INTERNATIONAL R6		2021-12-21	2024-05-22
	41.865 OAKMARK INTERNATIONAL R6		2021-12-21	2024-05-22
	38.467 OAKMARK INTERNATIONAL R6		2021-12-21	2024-05-22
	80.942 OAKMARK INTERNATIONAL R6		2021-12-21	2024-05-22
	44.017 OAKMARK INTERNATIONAL R6		2020-08-20	2024-05-22
	166.949 OAKMARK INTERNATIONAL R6		2021-12-21	2024-05-22
	200.232 OAKMARK INTERNATIONAL R6		2021-12-21	2024-05-22
	80. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-05-22
	66. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-05-22
	8. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-05-22
	31. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-05-22
	32. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-05-22
	28. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-05-22
	29. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-05-22
	7. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-05-22
	57. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-05-22
	11. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-05-22
	24.254 VANGUARD LARGE CAP INDEX ADM		2013-10-30	2024-05-22
	25.815 VANGUARD LARGE CAP INDEX ADM		2013-10-30	2024-05-22
	27.646 VANGUARD LARGE CAP INDEX ADM		2013-10-30	2024-05-22
	28.45 VANGUARD LARGE CAP INDEX ADM		2013-10-30	2024-05-22
	26.261 VANGUARD LARGE CAP INDEX ADM		2013-10-30	2024-05-22
	25.373 VANGUARD LARGE CAP INDEX ADM		2013-10-30	2024-05-22
	50.623 VANGUARD LARGE CAP INDEX ADM		2013-10-30	2024-05-22
	27.429 VANGUARD LARGE CAP INDEX ADM		2013-10-30	2024-05-22
	59.122 VANGUARD LARGE CAP INDEX ADM		2014-02-25	2024-05-22
	81.461 VANGUARD LARGE CAP INDEX ADM		2013-10-30	2024-05-22
	8.418 VANGUARD MID CAP INDEX ADMIRAL		2016-02-29	2024-05-22
	9.647 VANGUARD MID CAP INDEX ADMIRAL		2016-02-29	2024-05-22
	9.369 VANGUARD MID CAP INDEX ADMIRAL		2016-02-29	2024-05-22
	8.74 VANGUARD MID CAP INDEX ADMIRAL		2016-02-29	2024-05-22
	8.904 VANGUARD MID CAP INDEX ADMIRAL		2016-02-29	2024-05-22
	8.778 VANGUARD MID CAP INDEX ADMIRAL		2016-02-29	2024-05-22
	17.381 VANGUARD MID CAP INDEX ADMIRAL		2016-02-29	2024-05-22
	3.24 VANGUARD MID CAP INDEX ADMIRAL		2016-02-29	2024-05-22
	36.065 VANGUARD MID CAP INDEX ADMIRAL		2016-02-29	2024-05-22
	43.083 VANGUARD MID CAP INDEX ADMIRAL		2016-02-29	2024-05-22
	19.941 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-08-20	2024-05-22
	24.679 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-08-20	2024-05-22
	26.366 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-08-20	2024-05-22
	27.107 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-08-20	2024-05-22
	25.057 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-08-20	2024-05-22
	21.084 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-08-20	2024-05-22
	47.466 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-08-20	2024-05-22
	25.96 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-08-20	2024-05-22
	473. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-05-22
	556. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-05-22
	168. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-05-22
	40. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-05-22
	38. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-05-22
	42. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-05-22
	39. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-05-22
	178. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-05-22
	74. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-05-22
	193. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-05-22
	49.314 GLENMEDE SECURED OPTIONS I		2022-07-15	2024-09-30
	9. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-18	2024-09-30
	20.879 VANGUARD LARGE CAP INDEX ADM		2013-10-30	2024-09-30
	28. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-09-30
	151.641 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-10-10
	695.104 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-10-10
	174.643 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-10-10
	158.089 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-10-10
	169.557 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-10-10
	161.208 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-10-10
	821.806 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-10-10
	317.332 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-10-10
	171.144 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-10-10
	159.896 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-10-10
	1597.878 DWS RREEF REAL ASSETS STRATEGY		2023-06-20	2024-10-15
	7218.951 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-10-15
	1786.585 DWS RREEF REAL ASSETS STRATEGY		2023-06-20	2024-10-15
	1665.744 DWS RREEF REAL ASSETS STRATEGY		2023-06-20	2024-10-15
	1840.176 DWS RREEF REAL ASSETS STRATEGY		2023-06-20	2024-10-15
	1698.616 DWS RREEF REAL ASSETS STRATEGY		2023-06-20	2024-10-15
	8525.662 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-10-15
	3343.709 DWS RREEF REAL ASSETS STRATEGY		2023-06-20	2024-10-15
	1803.427 DWS RREEF REAL ASSETS STRATEGY		2023-06-20	2024-10-15
	1684.772 DWS RREEF REAL ASSETS STRATEGY		2023-06-20	2024-10-15
	1239.963 FIDELITY U.S. BOND INDEX FUND		2022-03-28	2024-10-16
	5831.433 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-10-16
	1427.088 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-10-16
	1291.376 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-10-16
	1385.435 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-10-16
	1316.98 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-10-16
	6944.377 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-10-16
	2595.629 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-10-16
	1398.655 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-10-16
	1359.07 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-10-16
	286.382 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-02	2024-10-16
	1186.103 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-02	2024-10-16
	320.09 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-02	2024-10-16
	298.398 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-02	2024-10-16
	329.703 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-02	2024-10-16
	304.301 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-02	2024-10-16
	1408.517 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-02	2024-10-16
	599.388 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-02	2024-10-16
	323.116 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-02	2024-10-16
	308.095 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-02	2024-10-16
	149.611 CONESTOGA SMALL CAP INST		2020-05-18	2024-10-17
	667.152 CONESTOGA SMALL CAP INST		2020-05-18	2024-10-17
	172.254 CONESTOGA SMALL CAP INST		2020-05-18	2024-10-17
	155.904 CONESTOGA SMALL CAP INST		2020-05-18	2024-10-17
	167.233 CONESTOGA SMALL CAP INST		2020-05-18	2024-10-17
	158.987 CONESTOGA SMALL CAP INST		2020-05-18	2024-10-17
	791.131 CONESTOGA SMALL CAP INST		2020-05-18	2024-10-17
	313.12 CONESTOGA SMALL CAP INST		2020-05-18	2024-10-17
	168.81 CONESTOGA SMALL CAP INST		2020-05-18	2024-10-17
	160.281 CONESTOGA SMALL CAP INST		2020-05-18	2024-10-17
	351.664 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-09-16	2024-10-17
	1581.27 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-09-16	2024-10-17
	393.057 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-09-16	2024-10-17
	366.427 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-09-16	2024-10-17
	404.859 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-09-16	2024-10-17
	373.674 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-09-16	2024-10-17
	1875.472 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-09-16	2024-10-17
	735.971 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-09-16	2024-10-17
	396.769 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-09-16	2024-10-17
	377.12 WILLIAM BLAIR SMALL CAP VALUE CLASS I		2020-09-16	2024-10-17
	1965.113 PIMCO INCOME FUND I		2021-02-17	2024-12-27
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	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	63,243	73,479	-10,236
b	14,415	16,749	-2,334
c	17,531	20,324	-2,793
d	74,925	87,054	-12,129
e	15,161	17,288	-2,127
	15,092	17,513	-2,421
	29,697	34,463	-4,766
	15,877	18,423	-2,546
	16,353	18,975	-2,622
	14,801	17,176	-2,375
	51,495	55,403	-3,908
	43,556	46,861	-3,305
	9,649	10,381	-732
	10,238	11,015	-777
	20,262	21,799	-1,537
	10,305	11,087	-782
	10,106	10,873	-767
	10,838	11,661	-823
	11,163	12,010	-847
	7,388	7,454	-66
	32,496	32,785	-289
	38,444	38,786	-342
	7,764	7,833	-69
	7,764	7,833	-69
	15,277	15,413	-136
	8,202	8,275	-73
	7,576	7,643	-67
	8,390	8,465	-75
	8,140	8,212	-72
	11,017	10,029	988
	46,870	47,631	-761
	10,416	10,585	-169
	55,414	56,313	-899
	10,979	11,157	-178
	11,081	11,260	-179
	21,793	22,147	-354
	11,756	11,946	-190
	11,655	11,844	-189
	12,004	12,199	-195
	10,867	11,043	-176
	42,893	41,817	1,076
	37,904	36,954	950
	39,978	38,975	1,003
	40,431	39,417	1,014
	39,654	38,659	995
	43,800	42,702	1,098
	42,505	41,438	1,067
	171,314	167,019	4,295
	202,480	197,404	5,076
	79,502	77,507	1,995
	1,101	433	668
	10,773	11,970	-1,197
	11,360	12,489	-1,129
	11,497	12,769	-1,272
	12,184	13,475	-1,291
	12,093	13,430	-1,337
	12,454	13,832	-1,378
	11,276	12,523	-1,247
	48,605	54,089	-5,484
	57,485	63,972	-6,487
	22,603	25,104	-2,501
	880	761	119
	6,167	4,946	1,221
	1,872	855	1,017
	978	491	487
	1,031	468	563
	556	480	76
	3,663	2,909	754
	3,846	3,055	791
	4,094	3,053	1,041
	3,457	2,578	879
	9,616	7,710	1,906
	11,249	9,019	2,230
	3,530	2,772	758
	2,979	2,340	639
	11,885	11,761	124
	14,311	14,162	149
	5,879	5,820	59
	5,753	5,738	15
	6,365	6,349	16
	6,161	6,145	16
	11,506	11,476	30
	297	277	20
	347	324	23
	356	333	23
	324	303	21
	329	307	22
	334	311	23
	670	625	45
	337	315	22
	177	211	-34
	190	227	-37
	208	251	-43
	202	242	-40
	192	230	-38
	188	224	-36
	369	440	-71
	200	239	-39
	607	461	146
	801	608	193
	823	625	198
	750	569	181
	761	578	183
	642	487	155
	1,442	1,095	347
	789	599	190
	391	377	14
	502	484	18
	550	531	19
	535	517	18
	509	491	18
	539	520	19
	958	924	34
	378	364	14
	1,695	1,635	60
	2,110	2,036	74
	868	430	438
	2,246	871	1,375
	2,182	846	1,336
	2,037	911	1,126
	2,074	928	1,146
	917	410	507
	4,040	1,993	2,047
	1,064	412	652
	501	549	-48
	772	850	-78
	844	929	-85
	822	905	-83
	780	860	-80
	532	586	-54
	1,425	1,570	-145
	799	880	-81
	2,258	1,917	341
	2,565	2,177	388
	2,640	2,241	399
	2,395	2,033	362
	2,437	2,069	368
	1,798	1,526	272
	4,714	4,001	713
	1,655	1,405	250
	9,352	7,939	1,413
	11,316	9,606	1,710
	991	991
	1,120	1,120
	1,234	1,234
	1,199	1,199
	1,140	1,140
	1,047	1,047
	2,203	2,204	-1
	1,198	904	294
	4,544	4,546	-2
	5,450	5,452	-2
	14,670	11,638	3,032
	12,103	9,601	2,502
	1,467	1,164	303
	5,685	4,510	1,175
	5,868	4,655	1,213
	5,134	4,073	1,061
	5,318	4,219	1,099
	1,284	1,018	266
	10,452	8,292	2,160
	2,017	1,600	417
	2,978	992	1,986
	3,170	1,056	2,114
	3,395	1,131	2,264
	3,493	1,164	2,329
	3,225	1,074	2,151
	3,116	1,038	2,078
	6,216	2,071	4,145
	3,368	1,122	2,246
	7,260	2,470	4,790
	10,003	3,333	6,670
	2,586	1,173	1,413
	2,963	1,344	1,619
	2,878	1,306	1,572
	2,685	1,218	1,467
	2,735	1,241	1,494
	2,696	1,223	1,473
	5,339	2,422	2,917
	995	451	544
	11,078	5,026	6,052
	13,234	6,004	7,230
	597	477	120
	739	591	148
	789	631	158
	811	649	162
	750	600	150
	631	505	126
	1,421	1,136	285
	777	621	156
	19,839	19,249	590
	23,320	22,627	693
	7,046	6,837	209
	1,678	1,628	50
	1,594	1,546	48
	1,762	1,709	53
	1,636	1,587	49
	7,466	7,244	222
	3,104	3,012	92
	8,095	7,854	241
	747	601	146
	1,773	1,309	464
	2,776	854	1,922
	1,270	1,139	131
	1,726	1,480	246
	7,910	6,784	1,126
	1,987	1,705	282
	1,799	1,543	256
	1,930	1,655	275
	1,835	1,573	262
	9,352	8,021	1,331
	3,611	3,097	514
	1,948	1,670	278
	1,820	1,561	259
	19,878	17,888	1,990
	89,804	80,924	8,880
	22,225	20,003	2,222
	20,722	18,650	2,072
	22,892	20,603	2,289
	21,131	19,018	2,113
	106,059	95,573	10,486
	41,596	37,404	4,192
	22,435	20,191	2,244
	20,959	18,849	2,110
	13,032	13,801	-769
	61,288	65,254	-3,966
	14,999	15,969	-970
	13,572	14,451	-879
	14,561	15,503	-942
	13,841	14,737	-896
	72,985	77,708	-4,723
	27,280	29,045	-1,765
	14,700	15,651	-951
	14,284	15,208	-924
	5,341	5,427	-86
	22,121	22,477	-356
	5,970	6,066	-96
	5,565	5,655	-90
	6,149	6,248	-99
	5,675	5,767	-92
	26,269	26,691	-422
	11,179	11,358	-179
	6,026	6,123	-97
	5,746	5,838	-92
	11,842	8,347	3,495
	52,805	37,220	15,585
	13,634	9,610	4,024
	12,340	8,698	3,642
	13,237	9,330	3,907
	12,584	8,870	3,714
	62,618	44,137	18,481
	24,783	17,469	7,314
	13,361	9,418	3,943
	12,686	8,942	3,744
	11,137	8,413	2,724
	50,079	37,829	12,250
	12,448	9,403	3,045
	11,605	8,766	2,839
	12,822	9,685	3,137
	11,834	8,939	2,895
	59,396	44,867	14,529
	23,308	17,607	5,701
	12,566	9,492	3,074
	11,943	9,022	2,921
	20,653	24,017	-3,364
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209
			91,209

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			-10,236
b			-2,334
c			-2,793
d			-12,129
e			-2,127
			-2,421
			-4,766
			-2,546
			-2,622
			-2,375
			-3,908
			-3,305
			-732
			-777
			-1,537
			-782
			-767
			-823
			-847
			-66
			-289
			-342
			-69
			-69
			-136
			-73
			-67
			-75
			-72
			988
			-761
			-169
			-899
			-178
			-179
			-354
			-190
			-189
			-195
			-176
			1,076
			950
			1,003
			1,014
			995
			1,098
			1,067
			4,295
			5,076
			1,995
			668
			-1,197
			-1,129
			-1,272
			-1,291
			-1,337
			-1,378
			-1,247
			-5,484
			-6,487
			-2,501
			119
			1,221
			1,017
			487
			563
			76
			754
			791
			1,041
			879
			1,906
			2,230
			758
			639
			124
			149
			59
			15
			16
			16
			30
			20
			23
			23
			21
			22
			23
			45
			22
			-34
			-37
			-43
			-40
			-38
			-36
			-71
			-39
			146
			193
			198
			181
			183
			155
			347
			190
			14
			18
			19
			18
			18
			19
			34
			14
			60
			74
			438
			1,375
			1,336
			1,126
			1,146
			507
			2,047
			652
			-48
			-78
			-85
			-83
			-80
			-54
			-145
			-81
			341
			388
			399
			362
			368
			272
			713
			250
			1,413
			1,710






			-1
			294
			-2
			-2
			3,032
			2,502
			303
			1,175
			1,213
			1,061
			1,099
			266
			2,160
			417
			1,986
			2,114
			2,264
			2,329
			2,151
			2,078
			4,145
			2,246
			4,790
			6,670
			1,413
			1,619
			1,572
			1,467
			1,494
			1,473
			2,917
			544
			6,052
			7,230
			120
			148
			158
			162
			150
			126
			285
			156
			590
			693
			209
			50
			48
			53
			49
			222
			92
			241
			146
			464
			1,922
			131
			246
			1,126
			282
			256
			275
			262
			1,331
			514
			278
			259
			1,990
			8,880
			2,222
			2,072
			2,289
			2,113
			10,486
			4,192
			2,244
			2,110
			-769
			-3,966
			-970
			-879
			-942
			-896
			-4,723
			-1,765
			-951
			-924
			-86
			-356
			-96
			-90
			-99
			-92
			-422
			-179
			-97
			-92
			3,495
			15,585
			4,024
			3,642
			3,907
			3,714
			18,481
			7,314
			3,943
			3,744
			2,724
			12,250
			3,045
			2,839
			3,137
			2,895
			14,529
			5,701
			3,074
			2,921
			-3,364

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	273,476
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	6,267
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	6,267
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	6,267
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	7,320
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	7,320
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	1,053
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax0	Refunded	11	1,053

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?

Yes

Website address right arrow

The books are in care of right arrow

Trust Point Inc Telephone no. right arrow

(608) 782-1148

Located at right arrow

230 FRONT ST NORTHLA CROSSEWI ZIP+4 right arrow

54601

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-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
Trust Point Inc	Trustee 00	96,422
230 Front Street N La Crosse,WI54601	Trustee 00	96,422

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

10,646,118

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

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

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

10,646,118

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

10,646,118

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

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

159,692

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

10,486,426

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

524,321

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

524,321

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

6,267

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

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

6,267

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

518,054

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

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

518,054

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

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

518,054

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 ..........

528,063

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. .......

528,063

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					518,054
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				315,882
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: $ 528,063
a Applied to 2023, but not more than line 2a				315,882
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.....					212,181
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 ..........					305,873
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).)

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

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

Check here right arrow

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

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

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

cAny submission deadlines:

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

Form 990-PF (2024)

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
COULEE REGION HUMANE SOCIETY 911 CRITTER COURT ONALASKA,WI54650	NONE	PUBLIC	ANIMAL CARE	27,610
SALVATION ARMY ATTN LEGAL DEPARTMENT HOFFMAN ESTATES,IL60192	NONE	PUBLIC	HUMANITARIAN	27,348
FIRST PRESBYTERIAN CHURCH 233 WEST AVENUE S LA CROSSE,WI54601	NONE	PUBLIC	RELIGIOUS	28,263
BETHANY LUTHERAN HOMES INC PO BOX 2468 LA CROSSE,WI54602	NONE	PUBLIC	HEALTH	25,498
GUNDERSEN LUTHERAN MEDICAL FDN ATTN LISA RAINEY 1836 SOUTH AVENUE LA CROSSE,WI54601	NONE	PUBLIC	HEALTH	128,527
UNITED FUND ARTS & HUMANITIES 119 KING STREET LA CROSSE,WI54601	NONE	PUBLIC	HUMANITARIAN	25,500
LA CROSSE PUBLIC EDUCATION FDN PO BOX 1811 LA CROSSE,WI54602	NONE	PUBLIC	EDUCATION	26,022
LA CROSSE PUBLIC LIBRARY 800 MAIN STREET LA CROSSE,WI54601	NONE	PUBLIC	EDUCATION	27,414
LA CROSSE COMMUNITY FOUNDATION 601 7TH STREET NORTH LA CROSSE,WI54601	NONE	PUBLIC	HUMANITARIAN	150,842
BOYS & GIRLS CLUB OF LA CROSSE 1331 CLINTON STREET LA CROSSE,WI54603	NONE	PUBLIC	YOUTH DEVELOPMENT	52,039
Total ................................. 3a				519,063

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	878
4 Dividends and interest from securities ....			14	288,171
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	273,476
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) ..				562,525

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

562,525

(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

Category	Amount	Net Investment Income
FEDERAL TAX PAYMENT - PRIOR YE	4,299	4,299
FEDERAL ESTIMATES - PRINCIPAL	7,320	7,320
FOREIGN TAXES ON QUALIFIED FOR	3,648	3,648