Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE BULLER FOUNDATION
C/O KWM CPAS LLP
Number and street (or P.O. box number if mail is not delivered to street address)100 JERICHO QUADRANGLE 220
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JERICHO, NY11753
A Employer identification number

47-1291497
B Telephone number (see instructions)

(516) 667-0742
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$7,540,006J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,957 1,957  
4 Dividends and interest from securities... 154,282 154,282  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,610,065
b Gross sales price for all assets on line 6a 8,483,916
7 Capital gain net income (from Part IV, line 2)... 4,610,065
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 4,766,304 4,766,304 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,589 3,589 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,458 12,458 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,047 16,047 0 0
25 Contributions, gifts, grants paid....... 404,620 404,620
26 Total expenses and disbursements. Add lines 24 and 25 420,667 16,047 0 404,620
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,345,637
b Net investment income (if negative, enter -0-) 4,750,257
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 Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 78,691 164,567 164,567
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,430,558 Click to see attachment
List of Attached Documents:
// Content
625,196 		676,513
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
2,961,297 		2,997,832
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 Click to see attachment
List of Attached Documents:
// Content
3,484,541 		3,701,094
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,509,249 7,235,601 7,540,006
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 4,509,249 7,235,601
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,509,249 7,235,601
30 Total liabilities and net assets/fund balances (see instructions). 4,509,249 7,235,601
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,509,249
2
Enter amount from Part I, line 27a .....................
2
4,345,637
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,854,886
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,619,285
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,235,601
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a .04 SHS JPM STRATEGIC INCOME FD P 2015-03-27 2002-04-16
b 8503 SHS JPM STRATEGIC INCOME OPPORTUNITIES FD MUTUAL FUND CLASS I SHARES P 2015-03-27 2024-04-16
c 12 SHS VISA INC. CMN CLASS A P 2012-09-28 2024-04-16
d 20 SHS VISA INC. CMN CLASS A P 2014-05-27 2024-04-16
e 20 SHS VISA INC. CMN CLASS A P 2014-02-28 2024-04-16
40 SHS VISA INC. CMN CLASS A P 2014-04-04 2024-04-16
40 SHS VISA INC. CMN CLASS A P 2013-08-21 2024-04-16
40 SHS VISA INC. CMN CLASS A P 2013-10-02 2024-04-16
48 SHS VISA INC. CMN CLASS A P 2013-08-01 2024-04-16
10 SHS ADOBE INC P 2016-03-09 2024-04-24
25 SHS ADOBE INC P 2016-02-02 2024-04-24
17 SHS ADVANCED MICRO DEVICES, INC. P 2016-05-18 2024-04-24
35 SHS ADVANCED MICRO DEVICES, INC. P 2018-04-03 2024-04-24
20 SHS AGILENT TECHNOLOGIES, INC. P 2016-02-02 2024-04-24
800 SHS ALIBABA GROUP HOLDINGS P 2022-01-05 2024-04-24
23 SHS ALLSTATE CORPORATION P 2014-09-19 2024-04-24
25 SHS ALLSTATE CORPORATION P 2014-10-01 2024-04-24
25 SHS ALLSTATE CORPORATION P 2014-02-27 2024-04-24
52 SHS ALLSTATE CORPORATION P 2014-02-25 2024-04-24
63 SHS ALLSTATE CORPORATION P 2014-10-16 2024-04-24
40 SHS ALPHABET INC. CMN CLASS A P 2014-06-16 2024-04-24
40 SHS ALPHABET INC. CMN CLASS A P 2012-05-14 2024-04-24
40 SHS ALPHABET INC. CMN CLASS A P 2011-03-28 2024-04-24
40 SHS ALPHABET INC. CMN CLASS A P 2012-02-29 2024-04-24
60 SHS ALPHABET INC. CMN CLASS A P 2014-02-25 2024-04-24
80 SHS ALPHABET INC. CMN CLASS A P 2015-08-11 2024-04-24
120 SHS ALPHABET INC. CMN CLASS A P 2013-04-17 2024-04-24
120 SHS ALPHABET INC. CMN CLASS A P 2011-03-25 2024-04-24
160 SHS ALPHABET INC. CMN CLASS A P 2015-08-19 2024-04-24
160 SHS ALPHABET INC. CMN CLASS A P 2015-07-27 2024-04-24
220 SHS ALPHABET INC. CMN CLASS A P 2013-04-19 2024-04-24
340 SHS ALPHABET INC. CMN CLASS A P 2015-07-17 2024-04-24
40 SHS ALPHABET INC. CMN CLASS A P 2012-02-29 2024-04-24
40 SHS ALPHABET INC. CMN CLASS A P 2012-05-14 2024-04-24
40 SHS ALPHABET INC. CMN CLASS A P 2014-10-10 2024-04-24
40 SHS ALPHABET INC. CMN CLASS A P 2014-02-25 2024-04-24
60 SHS ALPHABET INC. CMN CLASS A P 2014-05-12 2024-04-24
60 SHS ALPHABET INC. CMN CLASS A P 2011-03-28 2024-04-24
160 SHS ALPHABET INC. CMN CLASS A D 2011-03-30 2024-04-24
200 SHS ALPHABET INC. CMN CLASS A D 2014-10-15 2024-04-24
220 SHS ALPHABET INC. CMN CLASS A P 2011-03-25 2024-04-24
300 SHS ALPHABET INC. CMN CLASS A D 2012-08-17 2024-04-24
300 SHS ALPHABET INC. CMN CLASS A D 2014-06-05 2024-04-24
340 SHS ALPHABET INC. CMN CLASS A D 2015-08-05 2024-04-24
400 SHS ALPHABET INC. CMN CLASS A D 2011-03-10 2024-04-24
160 SHS AMAZON.COM INC P 2015-10-30 2024-04-24
340 SHS AMAZON.COM INC P 2016-02-02 2024-04-24
800 SHS AMAZON.COM INC P 2011-06-01 2024-04-24
23 SHS AMERICAN INTL GROUP, INC. CMN (XXX-XX-XXXX) P 2013-04-24 2024-04-24
37 SHS AMERICAN INTL GROUP, INC. P 2013-05-06 2024-04-24
53 SHS AMERICAN INTL GROUP, INC. P 2013-05-03 2024-04-24
62 SHS AMERICAN INTL GROUP, INC. P 2013-11-14 2024-04-24
7 SHS APPLE INC. D 2021-06-09 2024-04-24
16 SHS APPLE INC. P 2013-10-24 2024-04-24
16 SHS APPLE INC. P 2012-08-24 2024-04-24
40 SHS APPLE INC. P 2012-03-01 2024-04-24
40 SHS APPLE INC. P 2014-05-07 2024-04-24
56 SHS APPLE INC. P 2012-09-26 2024-04-24
100 SHS APPLE INC. P 2012-05-14 2024-04-24
140 SHS APPLE INC. P 2011-11-22 2024-04-24
408 SHS APPLE INC. P 2011-03-25 2024-04-24
480 SHS APPLE INC. P 2016-02-02 2024-04-24
60 SHS APPLIED MATERIALS INC P 2016-02-02 2024-04-24
10 SHS AUTODESK, INC. P 2016-02-02 2024-04-24
100 SHS BANK OF AMERICA CORP P 2014-04-29 2024-04-24
100 SHS BANK OF AMERICA CORP P 2013-02-13 2024-04-24
138 SHS BANK OF AMERICA CORP P 2012-12-04 2024-04-24
150 SHS BANK OF AMERICA CORP P 2012-12-12 2024-04-24
200 SHS BANK OF AMERICA CORP P 2013-02-19 2024-04-24
262 SHS BANK OF AMERICA CORP P 2012-11-27 2024-04-24
20 SHS BEST BUY CO INC P 2016-02-02 2024-04-24
2 SHS BIOGEN INC. P 2014-05-06 2024-04-24
3 SHS BIOGEN INC. P 2014-05-27 2024-04-24
3 SHS BIOGEN INC. P 2013-01-11 2024-04-24
5 SHS BIOGEN INC. P 2013-08-26 2024-04-24
5 SHS BIOGEN INC. P 2013-01-16 2024-04-24
5 SHS BIOGEN INC. P 2013-01-31 2024-04-24
7 SHS BIOGEN INC. P 2013-01-17 2024-04-24
10 SHS BIOGEN INC. P 2014-04-25 2024-04-24
1 SHS BOOKING HOLDINGS INC. P 2014-04-30 2024-04-24
1 SHS BOOKING HOLDINGS INC. P 2014-05-23 2024-04-24
1 SHS BOOKING HOLDINGS INC. P 2013-03-14 2024-04-24
1 SHS BOOKING HOLDINGS INC. P 2013-03-27 2024-04-24
1 SHS BOOKING HOLDINGS INC. P 2013-04-29 2024-04-24
1 SHS BOOKING HOLDINGS INC. P 2013-05-24 2024-04-24
2 SHS BOOKING HOLDINGS INC. P 2013-04-01 2024-04-24
2 SHS BOOKING HOLDINGS INC. P 2014-09-03 2024-04-24
5 SHS BROADCOM INC. P 2016-03-09 2024-04-24
17 SHS CAPITAL ONE FINANCIAL CORP CMN P 2014-11-14 2024-04-24
25 SHS CAPITAL ONE FINANCIAL CORP CMN P 2014-10-01 2024-04-24
38 SHS CAPITAL ONE FINANCIAL CORP CMN P 2013-03-11 2024-04-24
100 SHS CAPITAL ONE FINANCIAL CORP CMN P 2013-03-26 2024-04-24
493 SHS CATERPILLAR INC P 2022-02-09 2024-04-24
9 SHS CHARTER COMMUNICATIONS, INC. P 2016-02-02 2024-04-24
3285 SHS CHEVRON CORPORATION D 2020-03-30 2024-04-24
24 SHS COMCAST CORPORATION P 2012-05-14 2024-04-24
26 SHS COMCAST CORPORATION P 2014-05-06 2024-04-24
50 SHS COMCAST CORPORATION P 2014-04-30 2024-04-24
50 SHS COMCAST CORPORATION P 2014-02-19 2024-04-24
74 SHS COMCAST CORPORATION P 2013-07-17 2024-04-24
76 SHS COMCAST CORPORATION P 2014-05-23 2024-04-24
76 SHS COMCAST CORPORATION P 2014-02-24 2024-04-24
30 SHS CSX CORPORATION P 2016-03-09 2024-04-24
210 SHS CSX CORPORATION CMN P 2016-02-02 2024-04-24
7 SHS CVS HEALTH CORP P 2013-11-15 2024-04-24
12 SHS CVS HEALTH CORP P 2014-01-15 2024-04-24
13 SHS CVS HEALTH CORP P 2014-04-17 2024-04-24
13 SHS CVS HEALTH CORP P 2014-01-21 2024-04-24
13 SHS CVS HEALTH CORP P 2014-01-23 2024-04-24
13 SHS CVS HEALTH CORP P 2014-01-29 2024-04-24
17 SHS CVS HEALTH CORP P 2013-11-21 2024-04-24
32 SHS CVS HEALTH CORP P 2013-12-02 2024-04-24
50 SHS CVS HEALTH CORP P 2014-01-21 2024-04-24
83 SHS CVS HEALTH CORP P 2018-11-29 2024-04-24
5 SHS DANAHER CORPORATION P 2013-04-29 2024-04-24
12 SHS DANAHER CORPORATION P 2013-04-10 2024-04-24
13 SHS DANAHER CORPORATION P 2014-04-08 2024-04-24
25 SHS DANAHER CORPORATION P 2012-05-14 2024-04-24
25 SHS DANAHER CORPORATION P 2014-11-12 2024-04-24
40 SHS DANAHER CORPORATION P 2016-02-02 2024-04-24
45 SHS DANAHER CORPORATION P 2013-11-11 2024-04-24
20 SHS DEERE & COMPANY P 2016-02-02 2024-04-24
32 SHS DELTA AIR LINES, INC. P 2012-08-29 2024-04-24
35 SHS DELTA AIR LINES, INC. P 2014-10-02 2024-04-24
38 SHS DELTA AIR LINES, INC. P 2014-08-08 2024-04-24
72 SHS DELTA AIR LINES, INC. P 2014-10-16 2024-04-24
73 SHS DELTA AIR LINES, INC. P 2014-10-10 2024-04-24
30 SHS EATON CORP PLC P 2016-02-02 2024-04-24
30 SHS EDWARDS LIFESCIENCES CORPORATI P 2016-02-02 2024-04-24
13 SHS ELEVANCE HEALTH INC P 2014-10-01 2024-04-24
15 SHS ELEVANCE HEALTH INC P 2014-09-03 2024-04-24
23 SHS ELEVANCE HEALTH INC P 2014-08-01 2024-04-24
25 SHS ELEVANCE HEALTH INC P 2014-10-16 2024-04-24
32 SHS ELEVANCE HEALTH INC P 2014-07-31 2024-04-24
42 SHS ELEVANCE HEALTH INC P 2014-07-21 2024-04-24
15 SHS ESTEE LAUDER COS INC CL-A P 2017-01-18 2024-04-24
10 SHS FORD MOTOR COMPANY P 2014-08-29 2024-04-24
100 SHS FORD MOTOR COMPANY P 2014-10-31 2024-04-24
150 SHS FORD MOTOR COMPANY P 2014-11-06 2024-04-24
3 SHS FORTIVE CORPORATION P 2013-04-29 2024-04-24
5 SHS FORTIVE CORPORATION P 2012-05-14 2024-04-24
6 SHS FORTIVE CORPORATION P 2014-04-08 2024-04-24
6 SHS FORTIVE CORPORATION P 2013-04-10 2024-04-24
12 SHS FORTIVE CORPORATION P 2014-11-12 2024-04-24
22 SHS FORTIVE CORPORATION P 2013-11-11 2024-04-24
100 SHS FREEPORT-MCMORAN INC P 2016-02-02 2024-04-24
10 SHS GARMIN LTD P 2016-02-02 2024-04-24
328 SHS GENERAC HOLDINGS INC. P 2022-02-25 2024-04-24
100 SHS GENERAL MOTORS COMPANY P 2021-12-13 2024-04-24
118 SHS GENERAL MOTORS COMPANY P 2021-12-13 2024-04-24
400 SHS GENERAL MOTORS COMPANY P 2021-12-13 2024-04-24
2000 SHS GENERAL MOTORS COMPANY P 2022-02-09 2024-04-24
3562 SHS GENERAL MOTORS COMPANY P 2021-12-13 2024-04-24
13 SHS GILEAD SCIENCES P 2014-06-12 2024-04-24
16 SHS GILEAD SCIENCES P 2013-06-18 2024-04-24
22 SHS GILEAD SCIENCES P 2014-04-04 2024-04-24
22 SHS GILEAD SCIENCES P 2013-06-11 2024-04-24
25 SHS GILEAD SCIENCES P 2014-04-11 2024-04-24
25 SHS GILEAD SCIENCES P 2014-02-07 2024-04-24
35 SHS GILEAD SCIENCES P 2014-08-18 2024-04-24
50 SHS GILEAD SCIENCES P 2013-06-18 2024-04-24
8 SHS GLOBAL PAYMENTS INC P 2016-02-02 2024-04-24
8 SHS GLOBAL PAYMENTS INC P 2016-03-09 2024-04-24
20 SHS HESS CORPORATION P 2013-10-11 2024-04-24
25 SHS HESS CORPORATION P 2014-01-10 2024-04-24
35 SHS HESS CORPORATION P 2014-12-04 2024-04-24
50 SHS HESS CORPORATION P 2013-10-31 2024-04-24
80 SHS HESS CORPORATION P 2013-10-21 2024-04-24
17 SHS INGERSOLL RAND INC P 2016-02-02 2024-04-24
1445 SHS INTL BUSINESS MACHINES CORP P 2022-01-04 2024-04-24
20 SHS INTUIT INC CMN P 2016-02-02 2024-04-24
0.74 SHS JPMORGAN ADVANTAGE FUND CLASS I P 2015-03-27 2024-04-24
5954 SHS JPMORGAN ADVANTAGE FUND CLASS I P 2015-03-27 2024-04-24
0.48 SHS JPMORGAN SMALL CAP EQTY FUND SELECT P 2022-12-21 2024-04-24
2.21 SHS JPMORGAN SMALL CAP EQTY FUND SELECT P 2020-12-31 2024-04-24
3.79 SHS JPMORGAN SMALL CAP EQTY FUND SELECT P 2021-12-21 2024-04-24
5.04 SHS JPMORGAN SMALL CAP EQTY FUND SELECT P 2018-12-13 2024-04-24
5.81 SHS JPMORGAN SMALL CAP EQTY FUND SELECT P 2022-12-21 2024-04-24
8.22 SHS JPMORGAN SMALL CAP EQTY FUND SELECT P 2020-12-21 2024-04-24
11.38 SHS JPMORGAN SMALL CAP EQTY FUND SELECT P 2016-12-21 2024-04-24
12.19 SHS JPMORGAN SMALL CAP EQTY FUND SELECT P 2017-12-21 2024-04-24
13.23 SHS JPMORGAN SMALL CAP EQTY FUND SELECT P 2018-12-20 2024-04-24
14.6 SHS JPMORGAN SMALL CAP EQTY FUND SELECT P 2019-12-20 2024-04-24
43.13 SHS JPMORGAN SMALL CAP EQTY FUND SELECT P 2017-12-14 2024-04-24
81.49 SHS JPMORGAN SMALL CAP EQTY FUND SELECT P 2020-12-14 2024-04-24
100.46 SHS JPMORGAN SMALL CAP EQTY FUND SELECT P 2017-12-14 2024-04-24
129.32 SHS JPMORGAN SMALL CAP EQTY FUND SELECT P 2019-12-13 2024-04-24
134.04 SHS JPMORGAN SMALL CAP EQTY FUND SELECT P 2021-12-14 2024-04-24
189.23 SHS JPMORGAN SMALL CAP EQTY FUND SELECT P 2018-12-13 2024-04-24
489.16 SHS JPMORGAN SMALL CAP EQTY FUND SELECT P 2022-12-14 2024-04-24
531.04 SHS JPMORGAN SMALL CAP EQTY FUND SELECT P 2021-12-14 2024-04-24
2837.68 SHS JPMORGAN SMALL CAP EQTY FUND SELECT P 2016-12-15 2024-04-24
6 SHS KROGER COMPANY P 2012-02-27 2024-04-24
84 SHS KROGER COMPANY P 2014-01-24 2024-04-24
200 SHS KROGER COMPANY P 2012-02-29 2024-04-24
5 SHS LAM RESEARCH CORPORATION CMN P 2016-02-02 2024-04-24
32 SHS LEIDOS HLDGS INC CMN P 2016-03-09 2024-04-24
82 SHS LEIDOS HLDGS INC CMN P 2016-02-02 2024-04-24
65 SHS MASTERCARD INCORPORATED P 2016-02-02 2024-04-24
13 SHS META PLATFORMS INC P 2014-04-30 2024-04-24
17 SHS META PLATFORMS INC P 2013-04-03 2024-04-24
20 SHS META PLATFORMS INC P 2014-04-08 2024-04-24
20 SHS META PLATFORMS INC P 2015-06-02 2024-04-24
50 SHS META PLATFORMS INC P 2015-05-04 2024-04-24
50 SHS META PLATFORMS INC P 2013-06-05 2024-04-24
60 SHS META PLATFORMS INC P 2014-12-16 2024-04-24
90 SHS META PLATFORMS INC P 2014-04-08 2024-04-24
110 SHS META PLATFORMS INC P 2013-08-15 2024-04-24
55 SHS MICRON TECHNOLOGY, INC. P 2016-05-15 2024-04-24
4 SHS MICROSOFT CORPORATION D 2022-07-14 2024-04-24
10 SHS MICROSOFT CORPORATION P 2016-03-09 2024-04-24
60 SHS MICROSOFT CORPORATION P 2016-06-24 2024-04-24
139 SHS MICROSOFT CORPORATION D 2012-08-16 2024-04-24
200 SHS MICROSOFT CORPORATION D 2014-03-26 2024-04-24
250 SHS MICROSOFT CORPORATION D 2012-11-27 2024-04-24
265 SHS MICROSOFT CORPORATION P 2016-02-02 2024-04-24
400 SHS MICROSOFT CORPORATION D 2011-12-23 2024-04-24
469 SHS MICROSOFT CORPORATION D 2014-04-10 2024-04-24
2245 SHS MICROSOFT CORPORATION P 2020-08-06 2024-04-24
72 SHS MONSTER BEVERAGE CORPORATION P 2013-10-31 2024-04-24
78 SHS MONSTER BEVERAGE CORPORATION P 2014-03-14 2024-04-24
90 SHS MONSTER BEVERAGE CORPORATION P 2014-04-11 2024-04-24
90 SHS MONSTER BEVERAGE CORPORATION P 2014-02-12 2024-04-24
150 SHS MONSTER BEVERAGE CORPORATION P 2014-05-09 2024-04-24
270 SHS MONSTER BEVERAGE CORPORATION P 2013-10-09 2024-04-24
10 SHS MOODY'S CORPORATION P 2016-02-02 2024-04-24
31 SHS MORGAN STANLEY P 2016-02-02 2024-04-24
10 SHS NETAPP, INC. P 2016-02-02 2024-04-24
5 SHS NETFLIX, INC. P 2016-06-24 2024-04-24
20 SHS NETFLIX, INC. P 2016-02-02 2024-04-24
30 SHS NEWMONT CORP P 2016-02-02 2024-04-24
20 SHS NIKE CLASS-B P 2013-10-25 2024-04-24
30 SHS NIKE CLASS-B P 2014-02-11 2024-04-24
46 SHS NIKE CLASS-B P 2014-07-23 2024-04-24
90 SHS NIKE CLASS-B P 2013-10-15 2024-04-24
20 SHS NORFOLK SOUTHERN CORP P 2016-02-02 2024-04-24
4 SHS NVIDIA CORPORATION D 2020-04-02 2024-04-24
26 SHS NVIDIA CORPORATION D 2022-10-07 2024-04-24
120 SHS NVIDIA CORPORATION P 2016-02-02 2024-04-24
388 SHS NVIDIA CORPORATION D 2020-03-24 2024-04-24
421 SHS NVIDIA CORPORATION P 2022-02-25 2024-04-24
13 SHS OCCIDENTAL PETROLEUM CORP P 2014-07-16 2024-04-24
13 SHS OCCIDENTAL PETROLEUM CORP P 2014-11-11 2024-04-24
19 SHS OCCIDENTAL PETROLEUM CORP P 2014-12-04 2024-04-24
45 SHS OCCIDENTAL PETROLEUM CORP P 2013-09-12 2024-04-24
67 SHS OCCIDENTAL PETROLEUM CORP P 2013-08-12 2024-04-24
35 SHS PAYPAL HOLDINGS, INC. P 2016-02-02 2024-04-24
50 SHS PFIZER INC. P 2011-07-06 2024-04-24
50 SHS PFIZER INC. P 2014-05-20 2024-04-24
50 SHS PFIZER INC. P 2011-08-05 2024-04-24
50 SHS PFIZER INC. P 2011-04-06 2024-04-24
50 SHS PFIZER INC. P 2012-09-19 2024-04-24
50 SHS PFIZER INC. P 2011-06-09 2024-04-24
100 SHS PFIZER INC. P 2013-06-07 2024-04-24
200 SHS PFIZER INC. P 2011-03-25 2024-04-24
8 SHS PHILIP MORRIS INTL INC P 2012-07-25 2024-04-24
13 SHS PHILIP MORRIS INTL INC P 2012-09-10 2024-04-24
13 SHS PHILIP MORRIS INTL INC P 2012-09-17 2024-04-24
17 SHS PHILIP MORRIS INTL INC P 2012-08-06 2024-04-24
25 SHS PHILIP MORRIS INTL INC P 2014-06-24 2024-04-24
25 SHS PHILIP MORRIS INTL INC P 2012-08-10 2024-04-24
37 SHS PHILIP MORRIS INTL INC P 2014-05-08 2024-04-24
20 SHS S&P GLOBAL INC. P 2016-02-02 2024-04-24
30 SHS SALESFORCE INC P 2016-02-02 2024-04-24
10 SHS STARBUCKS CORP. P 2012-05-16 2024-04-24
16 SHS STARBUCKS CORP. P 2012-03-01 2024-04-24
18 SHS STARBUCKS CORP. P 2014-11-20 2024-04-24
24 SHS STARBUCKS CORP. P 2014-09-19 2024-04-24
24 SHS STARBUCKS CORP. P 2014-01-31 2024-04-24
26 SHS STARBUCKS CORP. P 2012-11-07 2024-04-24
26 SHS STARBUCKS CORP. P 2012-11-14 2024-04-24
50 SHS STARBUCKS CORP. P 2014-01-30 2024-04-24
74 SHS STARBUCKS CORP. P 2012-11-21 2024-04-24
40 SHS TARGET CORPORATION P 2017-05-31 2024-04-24
70 SHS TEXAS INSTRUMENTS INC. P 2016-02-02 2024-04-24
7 SHS THE HOME DEPOT, INC P 2014-11-20 2024-04-24
10 SHS THE HOME DEPOT, INC P 2014-02-03 2024-04-24
17 SHS THE HOME DEPOT, INC P 2014-01-09 2024-04-24
23 SHS THE HOME DEPOT, INC P 2013-12-05 2024-04-24
25 SHS THE HOME DEPOT, INC P 2013-12-12 2024-04-24
25 SHS THE HOME DEPOT, INC P 2014-02-04 2024-04-24
74 SHS THE HOME DEPOT, INC D 2012-05-30 2024-04-24
160 SHS THE HOME DEPOT, INC D 2012-08-17 2024-04-24
40 SHS THE PROGRESSIVE CORPORATION P 2016-02-02 2024-04-24
30 SHS THERMO FISHER SCIENTIFIC INC P 2016-02-02 2024-04-24
20 SHS TRANE TECHNOLOGIES PUBLIC LIMI P 2016-02-02 2024-04-24
10 SHS UNITED RENTALS, INC. P 2016-02-02 2024-04-24
12 SHS UNITEDHEALTH GROUP INCORPORATE P 2013-10-18 2024-04-24
13 SHS UNITEDHEALTH GROUP INCORPORATE P 2013-08-21 2024-04-24
14 SHS UNITEDHEALTH GROUP INCORPORATE P 2013-08-09 2024-04-24
25 SHS UNITEDHEALTH GROUP INCORPORATE P 2014-10-15 2024-04-24
40 SHS UNITEDHEALTH GROUP INCORPORATE P 2014-08-07 2024-04-24
25 SHS VALERO ENERGY CORPORATION P 2014-01-27 2024-04-24
37 SHS VALERO ENERGY CORPORATION P 2014-01-10 2024-04-24
37 SHS VALERO ENERGY CORPORATION P 2014-10-24 2024-04-24
64 SHS VALERO ENERGY CORPORATION P 2013-06-25 2024-04-24
3 SHS VERALTO CORPORATION P 2013-04-29 2024-04-24
4 SHS VERALTO CORPORATION P 2013-04-10 2024-04-24
4 SHS VERALTO CORPORATION P 2014-04-08 2024-04-24
8 SHS VERALTO CORPORATION P 2014-11-12 2024-04-24
8 SHS VERALTO CORPORATION P 2012-05-14 2024-04-24
13 SHS VERALTO CORPORATION P 2016-02-02 2024-04-24
15 SHS VERALTO CORPORATION P 2013-11-11 2024-04-24
6 SHS VIATRIS INC P 2011-07-06 2024-04-24
6 SHS VIATRIS INC P 2011-08-05 2024-04-24
6 SHS VIATRIS INC P 2012-09-19 2024-04-24
6 SHS VIATRIS INC P 2014-05-20 2024-04-24
7 SHS VIATRIS INC P 2011-04-06 2024-04-24
7 SHS VIATRIS INC P 2011-06-09 2024-04-24
12 SHS VIATRIS INC P 2013-06-07 2024-04-24
24 SHS VIATRIS INC P 2011-03-25 2024-04-24
1 SHS VONTIER CORPORATION P 2013-04-29 2024-04-24
1 SHS VONTIER CORPORATION P 2012-05-14 2024-04-24
2 SHS VONTIER CORPORATION P 2013-04-10 2024-04-24
3 SHS VONTIER CORPORATION P 2014-04-08 2024-04-24
5 SHS VONTIER CORPORATION P 2014-11-12 2024-04-24
9 SHS VONTIER CORPORATION P 2013-11-11 2024-04-24
13 SHS WALT DISNEY COMPANY P 2011-11-15 2024-04-24
25 SHS WALT DISNEY COMPANY P 2012-05-14 2024-04-24
25 SHS WALT DISNEY COMPANY P 2012-01-09 2024-04-24
25 SHS WALT DISNEY COMPANY P 2014-03-17 2024-04-24
37 SHS WALT DISNEY COMPANY P 2012-02-27 2024-04-24
25 SHS WELLS FARGO & COMPANY P 2014-07-02 2024-04-24
37 SHS WELLS FARGO & COMPANY P 2014-05-06 2024-04-24
80 SHS WELLS FARGO & COMPANY P 2012-05-15 2024-04-24
380 SHS WELLS FARGO & COMPANY P 2014-10-16 2024-04-24
100 SHS WELLS FARGO & COMPANY P 2012-06-22 2024-04-24
15 SHS WOLFSPEED, INC. P 2017-05-31 2024-04-24
5 SHS ZOETIS INC. CMN CLASS A P 2016-06-24 2024-04-24
5 SHS ZOETIS INC. CMN CLASS A P 2016-11-10 2024-04-24
10 SHS ZOETIS INC. CMN CLASS A P 2016-04-13 2024-04-24
100 SHS ALPHABET INC. D 2009-02-02 2024-04-24
120 SHS ALPHABET INC. D 2009-01-06 2024-04-24
240 SHS ALPHABET INC. D 2009-01-27 2024-04-24
280 SHS ALPHABET INC. D 2009-03-11 2024-04-24
1344 SHS APPLE INC. P 2006-07-19 2024-04-24
1661 SHS APPLE INC. D 2009-01-27 2024-04-24
80 SHS SALESFORCE INC P 2010-06-28 2024-04-24
154 SHS SALESFORCE INC P 2010-06-22 2024-04-24
19 SHS WTS/OCCIDENTAL PETROLEUM CORPO 22.0000 EXP08/03/2027 P 2024-05-01 2024-05-01
87 SHS PROLOGIS INC P 2024-04-29 2024-05-02
27 SHS SALESFORCE INC P 2024-04-29 2024-05-02
20 SHS SAIA, INC. P 2024-04-29 2024-05-03
75 SHS PROLOGIS INC P 2024-04-29 2024-05-10
36 SHS ACCENTURE PLC P 2024-04-29 2024-05-20
7 SHS NVIDIA CORPORATION P 2024-04-29 2024-05-28
29 SHS SALESFORCE INC P 2024-04-29 2024-05-28
16 SHS SHERWIN-WILLIAMS CO P 2024-04-29 2024-05-28
54 SHS ACCENTURE PLC P 2024-04-29 2024-05-29
22 SHS DANAHER CORPORATION P 2024-05-02 2024-06-21
37 SHS DANAHER CORPORATION P 2024-04-29 2024-06-21
1 SHS DEXCOM, INC. P 2024-05-02 2024-06-26
2 SHS NVIDIA CORPORATION P 2024-04-29 2024-06-26
1 SHS ON SEMICONDUCTOR CORPORATION P 2024-05-03 2024-06-26
156 SHS SNOWFLAKE INC. P 2024-04-29 2024-06-26
39 SHS UNION PACIFIC CORP. P 2024-04-29 2024-06-26
1 SHS JPMORGAN CHASE & CO P 2024-06-26 2024-07-05
12 SHS JPMORGAN CHASE & CO P 2024-04-29 2024-07-05
172 SHS ESTEE LAUDER COS INC CL-A P 2024-04-29 2024-07-19
42 SHS DEXCOM, INC. P 2024-05-02 2024-08-01
208 SHS DEXCOM, INC. P 2024-04-29 2024-08-01
21 SHS JPMORGAN CHASE & CO P 2024-04-29 2024-08-21
3 SHS SHERWIN-WILLIAMS CO P 2024-04-29 2024-08-21
6 SHS KINSALE CAPITAL GROUP INC P 2024-05-02 2024-08-23
22 SHS SHERWIN-WILLIAMS CO P 2024-04-29 2024-09-11
7 SHS O'REILLY AUTOMOTIVE, INC. P 2024-04-29 2024-09-12
8 SHS UNION PACIFIC CORP. P 2024-04-29 2024-09-12
8 SHS SAIA, INC. P 2024-07-18 2024-09-18
21 SHS ALPHABET INC P 2024-04-29 2024-09-19
16 SHS BERKSHIRE HATHAWAY INC. CLASS B P 2024-04-29 2024-09-19
64 SHS UNION PACIFIC CORP. P 2024-04-29 2024-09-23
5 SHS KINSALE CAPITAL GROUP INC P 2024-05-02 2024-09-24
19 SHS KINSALE CAPITAL GROUP INC P 2024-04-29 2024-09-24
50 SHS ALPHABET INC. P 2024-04-29 2024-10-14
17 SHS BERKSHIRE HATHAWAY INC. CLASS B P 2024-04-29 2024-10-14
41 SHS JPMORGAN CHASE & CO P 2024-04-29 2024-10-14
37 SHS BERKSHIRE HATHAWAY INC. CLASS B P 2024-04-29 2024-10-15
12 SHS MONOLITHIC POWER SYSTEMS, INC. P 2024-04-29 2024-10-15
3 SHS ON SEMICONDUCTOR CORPORATION P 2024-05-02 2024-10-17
37 SHS ON SEMICONDUCTOR CORPORATION P 2024-05-03 2024-10-17
40 SHS ON SEMICONDUCTOR CORPORATION P 2024-04-29 2024-10-17
111 SHS ON SEMICONDUCTOR CORPORATION P 2024-04-29 2024-10-24
6 SHS KINSALE CAPITAL GROUP INC P 2024-04-29 2024-10-28
7 SHS KINSALE CAPITAL GROUP INC P 2024-04-29 2024-10-28
10 SHS KINSALE CAPITAL GROUP INC P 2024-04-29 2024-10-28
13 SHS KINSALE CAPITAL GROUP INC P 2024-04-29 2024-10-29
230 SHS AGNC INVESTMENT CORP CMN (00123Q104) P 2024-08-05 2024-11-01
39 SHS ALPHABET INC. P 2024-04-29 2024-11-01
48 SHS AMAZON.COM INC P 2024-04-29 2024-11-01
107 SHS ANTERO RESOURCES CORPORATION P 2024-04-29 2024-11-01
13 SHS BECTON, DICKINSON AND COMPANY P 2024-09-24 2024-11-01
4 SHS BERKSHIRE HATHAWAY INC. CLASS B P 2024-10-29 2024-11-01
3 SHS COMFORT SYSTEMS USA INC P 2024-08-21 2024-11-01
4 SHS COMFORT SYSTEMS USA INC P 2024-08-05 2024-11-01
4 SHS COMFORT SYSTEMS USA INC P 2024-10-30 2024-11-01
87 SHS CORTEVA, INC. P 2024-05-10 2024-11-01
18 SHS DANAHER CORPORATION P 2024-04-29 2024-11-01
15 SHS DOORDASH INC P 2024-05-30 2024-11-01
15 SHS DOORDASH INC P 2024-08-21 2024-11-01
6 SHS EATON CORP PLC P 2024-09-24 2024-11-01
8 SHS EATON CORP PLC P 2024-10-30 2024-11-01
14 SHS INTERCONTINENTAL EXCHANGE INC P 2024-06-21 2024-11-01
14 SHS INTERCONTINENTAL EXCHANGE INC P 2024-07-22 2024-11-01
16 SHS INTERCONTINENTAL EXCHANGE INC P 2024-04-29 2024-11-01
9 SHS INTUIT INC P 2024-06-21 2024-11-01
24 SHS JPMORGAN CHASE & CO P 2024-04-29 2024-11-01
527 SHS KOSMOS ENERGY LTD. P 2024-04-29 2024-11-01
10 SHS META PLATFORMS INC-CLASS A P 2024-10-15 2024-11-01
25 SHS MICROSOFT CORPORATION P 2024-04-29 2024-11-01
85 SHS NVIDIA CORPORATION P 2024-04-29 2024-11-01
4 SHS O'REILLY AUTOMOTIVE, INC. P 2024-04-29 2024-11-01
47 SHS ON SEMICONDUCTOR CORPORATION P 2024-04-29 2024-11-01
2 SHS SAIA, INC. P 2024-07-18 2024-11-01
10 SHS SAIA, INC. P 2024-04-29 2024-11-01
1 SHS SERVICENOW INC P 2024-08-21 2024-11-01
5 SHS SERVICENOW INC P 2024-08-05 2024-11-01
10 SHS SHERWIN-WILLIAMS CO P 2024-04-29 2024-11-01
41 SHS TAIWAN SEMICONDUCTOR MFG P 2024-10-17 2024-11-01
64 SHS WALT DISNEY COMPANY (THE) P 2024-04-29 2024-11-01
39 SHS ZOETIS INC. P 2024-04-29 2024-11-01
2 SHS COCA-COLA CONSOLIDATED INC P 2024-07-01 2024-11-04
10 SHS MONOLITHIC POWER SYSTEMS, INC. P 2024-11-01 2024-11-04
7 SHS SHERWIN-WILLIAMS CO P 2024-04-29 2024-11-21
14 SHS ZOETIS INC. CMN CLASS A P 2024-04-29 2024-11-21
9 SHS TOPBUILD CORP. P 2024-09-19 2024-12-03
35 SHS ANTERO RESOURCES CORPORATION P 2024-08-21 2024-12-09
434 SHS ANTERO RESOURCES CORPORATION P 2024-04-29 2024-12-09
3 SHS INTUIT INC P 2024-06-21 2024-12-23
24000 SHS SHIRE ACQUISITIONS INVESTMENTS P 2024-05-01 2024-07-12
2000 SHS INTEL CORPORATION 3.9% P 2024-05-01 2024-08-29
102.53 SHS ARTISAN INTERNATIONAL VALUE FD P 2024-09-12 2024-11-01
2422.44 SHS ARTISAN INTERNATIONAL VALUE FD P 2024-04-24 2024-11-01
4431.06 SHS GS GQG PARTNERS INTL. P 2024-04-24 2024-11-01
714 SHS VANGUARD S&P 500 ETF P 2024-04-24 2004-11-01
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4   4 0
b 97,785   99,995 -2,210
c 3,260   402 2,858
d 5,434   1,070 4,364
e 5,434   1,136 4,298
10,868   2,103 8,765
10,868   1,741 9,127
10,868   1,920 8,948
13,042   2,111 10,931
4,771   839 3,932
11,927   2,200 9,727
2,576   436 2,140
5,303   338 4,965
2,750   742 2,008
59,464   100,725 -41,261
3,954   1,434 2,520
4,298   1,537 2,761
4,298   1,353 2,945
8,939   2,798 6,141
10,830   3,778 7,052
6,342   1,104 5,238
6,342   608 5,734
6,342   581 5,761
6,342   621 5,721
9,513   1,835 7,678
12,684   2,776 9,908
19,026   2,336 16,690
19,026   1,748 17,278
25,368   5,527 19,841
25,368   5,320 20,048
34,881   4,325 30,556
53,907   11,834 42,073
6,414   620 5,794
6,414   606 5,808
6,414   1,107 5,307
6,414   1,221 5,193
9,621   1,581 8,040
9,621   870 8,751
25,656   2,334 23,322
32,070   5,233 26,837
35,277   3,198 32,079
48,105   5,050 43,055
48,105   8,299 39,806
54,519   10,914 43,605
64,140   5,822 58,318
28,332   5,026 23,306
60,206   9,388 50,818
141,662   7,839 133,823
1,725   954 771
2,775   1,673 1,102
3,974   2,358 1,616
4,649   3,046 1,603
1,182   891 291
2,702   303 2,399
2,702   381 2,321
6,754   777 5,977
6,754   845 5,909
9,455   1,342 8,113
16,885   2,009 14,876
23,638   1,868 21,770
68,889   5,106 63,783
81,046   11,341 69,705
11,685   1,023 10,662
2,156   459 1,697
3,841   1,515 2,326
3,841   1,219 2,622
5,301   1,356 3,945
5,761   1,592 4,169
7,682   2,446 5,236
10,063   2,593 7,470
1,483   566 917
401   534 -133
601   844 -243
601   396 205
1,001   983 18
1,001   659 342
1,001   721 280
1,402   928 474
2,002   2,656 -654
3,514   1,148 2,366
3,514   1,193 2,321
3,514   712 2,802
3,514   691 2,823
3,514   708 2,806
3,514   802 2,712
7,028   1,390 5,638
7,028   2,508 4,520
6,293   704 5,589
2,533   1,388 1,145
3,725   2,036 1,689
5,662   2,068 3,594
14,901   5,507 9,394
179,382   100,108 79,274
2,368   1,782 586
535,754   237,572 298,182
964   349 615
1,044   676 368
2,008   1,293 715
2,008   1,302 706
2,972   1,619 1,353
3,052   1,979 1,073
3,052   1,961 1,091
1,012   248 764
7,083   1,544 5,539
475   458 17
814   821 -7
882   962 -80
882   888 -6
882   889 -7
882   879 3
1,153   1,119 34
2,171   2,138 33
3,392   3,414 -22
5,631   6,699 -1,068
1,252   203 1,049
3,004   497 2,507
3,255   649 2,606
6,259   901 5,358
6,259   1,389 4,870
10,014   2,274 7,740
11,266   2,255 9,011
7,907   1,491 6,416
1,533   278 1,255
1,676   1,235 441
1,820   1,341 479
3,449   2,358 1,091
3,497   2,457 1,040
9,537   1,165 8,372
2,657   769 1,888
6,920   1,535 5,385
7,984   1,748 6,236
12,243   2,543 9,700
13,307   2,823 10,484
17,033   3,501 13,532
22,356   4,798 17,558
2,209   1,198 1,011
129   174 -45
1,288   1,412 -124
1,932   2,121 -189
230   61 169
384   96 288
461   195 266
461   149 312
922   417 505
1,690   677 1,013
4,770   435 4,335
1,428   341 1,087
44,745   100,474 -55,729
4,513   5,997 -1,484
5,325   7,076 -1,751
18,052   23,989 -5,937
90,261   100,876 -10,615
160,755   213,608 -52,853
869   1,051 -182
1,070   821 249
1,471   1,586 -115
1,471   1,158 313
1,672   1,692 -20
1,672   1,967 -295
2,340   3,545 -1,205
3,343   2,567 776
1,018   390 628
1,018   441 577
3,165   1,620 1,545
3,956   2,021 1,935
5,539   2,666 2,873
7,913   4,073 3,840
12,661   6,728 5,933
1,570   219 1,351
264,498   200,416 64,082
12,737   1,883 10,854
28   22 6
225,061   178,560 46,501
26   26 0
120   121 -1
206   209 -3
273   277 -4
315   320 -5
446   453 -7
617   627 -10
661   671 -10
718   728 -10
792   804 -12
2,340   2,375 -35
4,422   4,487 -65
5,452   5,531 -79
7,018   7,121 -103
7,274   7,380 -106
10,270   10,420 -150
26,547   26,934 -387
28,819   29,240 -421
154,001   156,249 -2,248
336   72 264
4,706   1,525 3,181
11,206   2,387 8,819
4,437   353 4,084
4,122   846 3,276
10,563   2,105 8,458
30,066   5,593 24,473
6,363   760 5,603
8,320   445 7,875
9,789   1,164 8,625
9,789   1,612 8,177
24,472   3,945 20,527
24,472   1,166 23,306
29,366   4,523 24,843
44,049   5,253 38,796
53,838   4,003 49,835
6,106   557 5,549
1,634   995 639
4,085   521 3,564
24,509   2,995 21,514
56,779   4,233 52,546
81,696   8,038 73,658
102,120   6,795 95,325
108,247   14,050 94,197
163,392   10,364 153,028
191,577   18,960 172,617
917,036   479,902 437,134
3,940   696 3,244
4,269   912 3,357
4,925   959 3,966
4,925   1,084 3,841
8,209   1,657 6,552
14,776   2,427 12,349
3,798   856 2,942
2,894   679 2,215
998   216 782
2,772   444 2,328
11,089   1,830 9,259
1,152   603 549
1,893   755 1,138
2,840   1,108 1,732
4,354   1,773 2,581
8,519   3,324 5,195
4,713   1,332 3,381
3,192   252 2,940
20,750   3,158 17,592
95,771   833 94,938
309,660   24,157 285,503
335,997   100,027 235,970
873   1,258 -385
873   1,103 -230
1,277   1,567 -290
3,024   3,922 -898
4,502   5,661 -1,159
2,261   1,290 971
1,312   989 323
1,312   1,389 -77
1,312   833 479
1,312   967 345
1,312   1,150 162
1,312   986 326
2,625   2,691 -66
5,250   3,874 1,376
787   698 89
1,279   1,153 126
1,279   1,179 100
1,672   1,581 91
2,459   2,242 217
2,459   2,295 164
3,640   3,190 450
8,273   1,634 6,639
8,295   1,937 6,358
880   266 614
1,409   392 1,017
1,585   706 879
2,113   912 1,201
2,113   856 1,257
2,289   675 1,614
2,289   648 1,641
4,402   1,801 2,601
6,515   1,867 4,648
6,633   2,188 4,445
12,205   3,551 8,654
2,327   684 1,643
3,324   754 2,570
5,651   1,384 4,267
7,646   1,817 5,829
8,311   1,970 6,341
8,311   1,863 6,448
24,600   3,671 20,929
53,190   9,106 44,084
8,474   1,220 7,254
17,241   3,807 13,434
5,909   757 5,152
6,538   458 6,080
5,848   828 5,020
6,335   936 5,399
6,823   1,024 5,799
12,183   2,053 10,130
19,493   3,176 16,317
4,141   1,243 2,898
6,128   1,968 4,160
6,128   1,779 4,349
10,600   2,237 8,363
276   27 249
368   66 302
368   86 282
736   183 553
736   119 617
1,196   300 896
1,380   298 1,082
68   54 14
68   46 22
68   63 5
68   76 -8
80   53 27
80   54 26
137   148 -11
274   209 65
40   11 29
40   11 29
81   26 55
121   34 87
202   72 130
363   117 246
1,475   472 1,003
2,837   1,133 1,704
2,837   1,002 1,835
2,837   2,018 819
4,199   1,550 2,649
1,517   1,319 198
2,246   1,823 423
2,307   1,229 1,078
2,307   1,833 474
6,070   3,279 2,791
360   357 3
754   234 520
754   256 498
1,507   471 1,036
16,035   851 15,184
19,242   1,007 18,235
38,484   1,985 36,499
44,898   2,218 42,680
226,928   2,616 224,312
280,452   5,361 275,091
22,121   1,832 20,289
42,582   3,621 38,961
815     815
8,849   9,097 -248
7,286   7,410 -124
8,416   8,188 228
8,079   7,842 237
10,904   11,003 -99
7,704   6,097 1,607
7,817   7,958 -141
4,871   4,908 -37
15,772   16,505 -733
5,557   5,439 118
9,345   9,138 207
113   126 -13
246   174 72
68   71 -3
19,420   24,566 -5,146
8,717   9,474 -757
206   197 9
2,469   2,324 145
16,630   25,299 -8,669
2,944   5,287 -2,343
14,579   26,167 -11,588
4,475   4,066 409
1,071   920 151
2,910   2,284 626
7,952   6,749 1,203
7,783   7,254 529
1,971   1,943 28
3,516   3,557 -41
3,417   3,533 -116
7,358   6,463 895
15,598   15,546 52
2,260   1,903 357
8,587   6,888 1,699
8,308   8,411 -103
7,807   6,867 940
9,046   7,939 1,107
17,216   14,947 2,269
11,151   8,178 2,973
210   210 0
2,589   2,645 -56
2,799   2,761 38
7,650   7,663 -13
2,633   2,175 458
3,093   2,538 555
4,413   3,625 788
5,616   4,713 903
2,144   2,259 -115
6,683   6,561 122
9,504   8,654 850
2,753   3,632 -879
3,072   3,077 -5
1,813   1,821 -8
1,167   1,011 156
1,556   1,196 360
1,556   1,576 -20
5,296   5,090 206
4,468   4,445 23
2,327   1,668 659
2,327   1,916 411
2,008   1,970 38
2,677   2,748 -71
2,179   1,916 263
2,179   2,087 92
2,490   2,122 368
5,597   5,638 -41
5,396   4,647 749
1,952   3,133 -1,181
5,688   5,889 -201
10,299   10,029 270
11,534   7,403 4,131
4,622   4,145 477
3,342   3,245 97
969   961 8
4,846   4,094 752
942   836 106
4,712   3,929 783
3,588   3,068 520
7,964   7,964 0
6,130   7,236 -1,106
7,097   6,379 718
2,317   2,232 85
7,719   7,655 64
2,672   2,147 525
2,468   2,290 178
3,543   3,744 -201
1,098   979 119
13,620   14,732 -1,112
1,911   1,879 32
23,224   22,811 413
1,900   1,851 49
5,133   5,133 0
121,267   114,557 6,710
99,305   98,010 1,295
376,509   331,259 45,250
25,747     25,747
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       0
b       -2,210
c       2,858
d       4,364
e       4,298
      8,765
      9,127
      8,948
      10,931
      3,932
      9,727
      2,140
      4,965
      2,008
      -41,261
      2,520
      2,761
      2,945
      6,141
      7,052
      5,238
      5,734
      5,761
      5,721
      7,678
      9,908
      16,690
      17,278
      19,841
      20,048
      30,556
      42,073
      5,794
      5,808
      5,307
      5,193
      8,040
      8,751
      23,322
      26,837
      32,079
      43,055
      39,806
      43,605
      58,318
      23,306
      50,818
      133,823
      771
      1,102
      1,616
      1,603
      291
      2,399
      2,321
      5,977
      5,909
      8,113
      14,876
      21,770
      63,783
      69,705
      10,662
      1,697
      2,326
      2,622
      3,945
      4,169
      5,236
      7,470
      917
      -133
      -243
      205
      18
      342
      280
      474
      -654
      2,366
      2,321
      2,802
      2,823
      2,806
      2,712
      5,638
      4,520
      5,589
      1,145
      1,689
      3,594
      9,394
      79,274
      586
      298,182
      615
      368
      715
      706
      1,353
      1,073
      1,091
      764
      5,539
      17
      -7
      -80
      -6
      -7
      3
      34
      33
      -22
      -1,068
      1,049
      2,507
      2,606
      5,358
      4,870
      7,740
      9,011
      6,416
      1,255
      441
      479
      1,091
      1,040
      8,372
      1,888
      5,385
      6,236
      9,700
      10,484
      13,532
      17,558
      1,011
      -45
      -124
      -189
      169
      288
      266
      312
      505
      1,013
      4,335
      1,087
      -55,729
      -1,484
      -1,751
      -5,937
      -10,615
      -52,853
      -182
      249
      -115
      313
      -20
      -295
      -1,205
      776
      628
      577
      1,545
      1,935
      2,873
      3,840
      5,933
      1,351
      64,082
      10,854
      6
      46,501
      0
      -1
      -3
      -4
      -5
      -7
      -10
      -10
      -10
      -12
      -35
      -65
      -79
      -103
      -106
      -150
      -387
      -421
      -2,248
      264
      3,181
      8,819
      4,084
      3,276
      8,458
      24,473
      5,603
      7,875
      8,625
      8,177
      20,527
      23,306
      24,843
      38,796
      49,835
      5,549
      639
      3,564
      21,514
      52,546
      73,658
      95,325
      94,197
      153,028
      172,617
      437,134
      3,244
      3,357
      3,966
      3,841
      6,552
      12,349
      2,942
      2,215
      782
      2,328
      9,259
      549
      1,138
      1,732
      2,581
      5,195
      3,381
      2,940
      17,592
      94,938
      285,503
      235,970
      -385
      -230
      -290
      -898
      -1,159
      971
      323
      -77
      479
      345
      162
      326
      -66
      1,376
      89
      126
      100
      91
      217
      164
      450
      6,639
      6,358
      614
      1,017
      879
      1,201
      1,257
      1,614
      1,641
      2,601
      4,648
      4,445
      8,654
      1,643
      2,570
      4,267
      5,829
      6,341
      6,448
      20,929
      44,084
      7,254
      13,434
      5,152
      6,080
      5,020
      5,399
      5,799
      10,130
      16,317
      2,898
      4,160
      4,349
      8,363
      249
      302
      282
      553
      617
      896
      1,082
      14
      22
      5
      -8
      27
      26
      -11
      65
      29
      29
      55
      87
      130
      246
      1,003
      1,704
      1,835
      819
      2,649
      198
      423
      1,078
      474
      2,791
      3
      520
      498
      1,036
      15,184
      18,235
      36,499
      42,680
      224,312
      275,091
      20,289
      38,961
      815
      -248
      -124
      228
      237
      -99
      1,607
      -141
      -37
      -733
      118
      207
      -13
      72
      -3
      -5,146
      -757
      9
      145
      -8,669
      -2,343
      -11,588
      409
      151
      626
      1,203
      529
      28
      -41
      -116
      895
      52
      357
      1,699
      -103
      940
      1,107
      2,269
      2,973
      0
      -56
      38
      -13
      458
      555
      788
      903
      -115
      122
      850
      -879
      -5
      -8
      156
      360
      -20
      206
      23
      659
      411
      38
      -71
      263
      92
      368
      -41
      749
      -1,181
      -201
      270
      4,131
      477
      97
      8
      752
      106
      783
      520
      0
      -1,106
      718
      85
      64
      525
      178
      -201
      119
      -1,112
      32
      413
      49
      0
      6,710
      1,295
      45,250
      25,747
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 4,610,065
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 66,029
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 66,029
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 66,029
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 62,029
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowMITCHELL KAHN Telephone no.right arrow (516) 667-0742

Located atright arrow100 JERICHO QUADRANGLE STE 220JERICHONY ZIP+4right arrow11753
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JAMES BULLER TRUSTEE
0.00 		0 0 0
800 S OCEAN BOULEVARD UNIT 505
BOCA RATON,FL33432
CHERYL BULLER TRUSTEE
0.00 		0 0 0
800 S OCEAN BOULEVARD UNIT 505
BOCA RATON,FL33432
ANNA BULLER TRUSTEE
0.00 		0 0 0
301 EAST 81ST STREET APT 9B
NEW YORK,NY10028
JESSE BULLER TRUSTEE
0.00 		0 0 0
111 MURRAY STREET APT 41W
NEW YORK,NY10007
MITCHELL KAHN TRUSTEE
0.00 		0 0 0
11 KEVIN COURT
MUTTONTOWN,NY11753
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
6,947,248
b
Average of monthly cash balances.......................
1b
436,163
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,383,411
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
7,383,411
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
110,751
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,272,660
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
363,633
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
363,633
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
66,029
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
66,029
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
297,604
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
297,604
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
297,604
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
404,620
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
404,620
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 297,604
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 8,642
b From 2020...... 46,782
c From 2021......  
d From 2022...... 37,627
e From 2023...... 156,769
f Total of lines 3a through e ........ 249,820
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 404,620
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 297,604
e Remaining amount distributed out of corpus 107,016
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 5 356,836
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		8,642
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		348,194
10 Analysis of line 9:
a Excess from 2020.... 46,782
b Excess from 2021....  
c Excess from 2022.... 37,627
d Excess from 2023.... 156,769
e Excess from 2024.... 107,016
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MITCHELL KAHN
100 JERICHO QUAD SUITE 220
JERICHO,NY11753
(516) 667-0742
bThe form in which applications should be submitted and information and materials they should include:
MAIL. INFORMATION REGARDING PURPOSE AND NATURE OF CHARITY.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

A LASTING MARK

554 PARKSIDE DRIVE
JERICHO,NY11753 		  PUBLIC CHARITY INCREASE AWARENESS OF PEDIATRIC SCLERODERMA 3,000

ALZHEIMERS DRUG DISCOVERY FOUNDATION

57 WEST 57TH ST SUITE 904
NEW YORK,NY10019 		  PUBLIC CHARITY SUPPORT ALZHEIMERS RESEARCH 10,000

AMERICAN ASSOC BEN-GURION UNIVERSITY

1001 AVENUE OF THE AMERICAS 19TH
FLOOR
NEW YORK,NY10018 		  PUBLIC CHARITY PROMOTE HIGHER LEARNING 3,600

AMERICAN COMMITTEE FOR SHAARE ZEDEK

55 W 39TH STREET
NEW YORK,NY10018 		  PUBLIC CHARITY MEDICAL RESEARCH 1,800

AMERICAN COMMITTEE FOR THE WEIZMAN INSTITUTE OF SCIENCE

633 3RD AVENUE
NEW YORK,NY10017 		  PUBLIC CHARITY CHARITABLE CONTRIBUTION 3,600

AMERICAN FOUNDATION FOR SUICIDE PREVENTION

199 WATER ST
NEW YORK,NY10038 		  PUBLIC CHARITY PREVENTION SERVICES 10,000

AMERICAN FRIENDS OF BAR-ILAN UNIVERSITY

160 E 56TH ST 5
NEW YORK,NY10022 		  PUBLIC CHARITY PROMOTE HIGHER LEARNING 3,960

AMERICAN FRIENDS OF SOROKA MEDICAL CENTER

205 WEST 86TH STREET 511A
NEW YORK,NY10024 		  PUBLIC CHARITY TO SAVE LIVES IN ISRAEL 3,600

AMERICAN FRIENDS OF TEL AVIV UNIVERSITY

8 W 40TH ST
NEW YORK,NY10018 		  PUBLIC CHARITY PROMOTE JEWISH HERITAGE 3,600

AMERICAN FRIENDS OF THE HEBREW UNIVERSITY

1 BATTERY PARK PLAZA 25TH FLOOR
NEW YORK,NY10004 		  PUBLIC CHARITY PROMOTE HIGHER LEARNING 3,600

AMERICAN JEWISH COMMITTEE

165 EAST 56TH STREET
NEW YORK,NY10022 		  PUBLIC CHARITY ENHANCE THE WELL-BEING OF THE JEWISH PEOPLE 1,800

AMERICAN TECHNION SOCIETY

55 EAST 59TH STREET
NEW YORK,NY10022 		  PUBLIC CHARITY PROMOTE TECHNOLOGY 3,600

BIRTHRIGHT ISRAEL FOUNDATION

PO BOX 5892
HICKSVILLE,NY11802 		  PUBLIC CHARITY FOSTER YOUNG JEWISH AWARENESS AND CONNECTION TO ISRAEL 150,000

BREAST CANCER RESEARCH FOUNDATION

60 EAST 56TH STREET 8TH FLOOR
NEW YORK,NY10022 		  PUBLIC CHARITY CANCER RESEARCH 25,000

COLEL CHABAD

806 EASTERN PARKWAY
BROOKLYN,NY11213 		  PUBLIC CHARITY SOUP KITCHENS AND FOOD BANKS 7,200

DOROT

171 W 85TH ST
NEW YORK,NY10024 		  PUBLIC CHARITY SOCIAL SERVICES 1,800

FRIENDS OF CHABAD

75 POWERHOUSE ROAD
ROSLYN HEIGHTS,NY11577 		  PUBLIC CHARITY CHARITABLE CONTRIBUTION 3,600

FRIENDS OF THE IDF

PO BOX 4224
NEW YORK,NY10163 		  PUBLIC CHARITY TO SUPPORT THE ISRAEL DEFENSE FORCES 72,720

FRIENDS OF YAD SARAH

445 PARK AVE
NEW YORK,NY10022 		  PUBLIC CHARITY FITNESS CENTER FOR SPECIAL NEEDS 1,800

HILLEL INTERNATIONAL

800 EIGHTH STREET NW
WASHINGTON,DC20001 		  PUBLIC CHARITY PROMOTE EDUCATION 3,600

MEIR PANIM

88 WALTON ST
BROOKLYN,NY11206 		  PUBLIC CHARITY SOCIAL SERVICES 720

MEMORIAL SLOAN KETTERING

1275 YORK AVENUE
NEW YORK,NY10065 		  PUBLIC CHARITY HELP FIND A CURE FOR CANCER 1,800

NATIONAL JEWISH OUTREACH PROGRAM

989 SIXTH AVENUE
NEW YORK,NY10018 		  PUBLIC CHARITY PROMOTE JEWISH HERITAGEPROMOTE JEWISH HERITAGE 360

OVARIAN CANCER RESEARCH ALLIANCE

1101 14TH STREET NW-SUITE 850
WASHINGTON,DC20005 		  PUBLIC CHARITY CHARITABLE CONTRIBUTION 360

SIMON WIESENTHAL CENTER

1399 SOUTH ROXBURY DRIVE
LOS ANGELES,CA90035 		  PUBLIC CHARITY CHARITABLE CONTRIBUTION 3,600

ST JUDE

262 DANNY THOMAS PLACE
MEMPHIS,TN38105 		  PUBLIC CHARITY MAKE A DIFFERENCE IN PEOPLE LIVES 1,800

STAND WITH US

PO BOX 341069
LOS ANGELES,CA90034 		  PUBLIC CHARITY PROMOTE EDUCATION 10,800

THE LUSTGARTEN FOUNDATION

1111 STEWART AVENUE
BETHPAGE,NY11714 		  PUBLIC CHARITY HELP CURE CANCER 1,000

THE WATER PROJECT

17 DEPOT STREET - 2ND FLOOR
CONCORD,NH03301 		  PUBLIC CHARITY MAKE A DIFFERENCE IN PEOPLE LIVES 3,600

WORLD JEWISH CONGRESS

501 MADISON AVENUE
NEW YORK,NY10022 		  PUBLIC CHARITY SUPPORT CULTURE 720

ANTI-DEFAMATION LEAGUE

605 THIRD AVENUE
NEW YORK,NY10158 		  PUBLIC CHARITY SUPPORT CULTURE 1,800

CHABAD OF EAST BOCA

490 E PALMETTO PARK
BOCA RATON,FL33432 		  PUBLIC CHARITY SUPPORT CULTURE 25,000

FRIENDS OF UNITED HATZALAH

442 5TH AVENUE-SUITE 1866
NEW YORK,NY10018 		  PUBLIC CHARITY SUPPORT CULTURE 35,000

TUNNEL TO TOWERS

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		  PUBLIC CHARITY PUBLIC SUPPORT 180
Total .................................right arrow 3a 404,620
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 1,957  
4 Dividends and interest from securities ....     14 154,282  
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 4,610,065  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 4,766,304 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,766,304
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
1 RAISE MONEY FROM INVESTMENT ACTIVITIES TO FUND FOUNDATIONS CHARITABLE
2 PURPOSES.
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE BULLER FOUNDATION
 
C/O KWM CPAS LLP
EIN:
47-1291497
Name of Bond End of Year Book Value End of Year Fair Market Value
45000 SHS AIR LEASE CORPORATION 5.85% 12/15/2027 USD SR LIEN 45,384 46,123
56000 SHS AIR PRODUCTS & CHEMICALS 4.75% 02/08/2031 USD SR LIEN 54,940 55,644
23000 SHS ALEXANDRIA REAL ESTATE E 4.9% 12/15/2030 USD SR LIEN 22,191 22,644
32000 SHS AMERICAN ELECTRIC POWER COMPAN 5.2% 01/15/2029 USD 31,812 32,236
40000 SHS AMERICAN EXPRESS COMPANY HYBRID 04/25/2030 USD SR 39,982 40,744
25000 SHS AMERICAN TOWER CORP 3.8% 08/15/2029 USD SR LIEN 23,416 23,685
39000 SHS AMERIPRISE FINANCIAL INC 2.875% 09/15/2026 USD SR LIEN 37,458 37,937
23000 SHS AMGEN INC. 3.125% 05/01/2025 SR LIEN 22,813 22,873
24000 SHS ANTHEM INC 3.65% 12/01/2027 USD SR LIEN 22,892 23,367
30000 SHS AON NORTH AMERICA, INC. 5.15% 03/01/2029 USD SR LIEN 29,822 30,096
71000 SHS APPLE INC. 1.7% 08/05/2031 USD SR LIEN 59,692 59,182
19000 SHS AT&T INC. 4.3% 02/15/2030 USD SER WI SR LIEN 18,006 18,410
72000 SHS AUTOMATIC DATA PROCESSING, INC 1.25% 09/01/2030 USD 60,159 59,792
14000 SHS AUTONATION INC 4.75% 06/01/2030 USD SR LIEN 13,247 13,515
19000 SHS AUTOZONE INC 3.75% 06/01/2027 USD SR LIEN 18,313 18,564
21000 SHS B.A.T. CAPITAL CORPORATION 2.259% 03/25/2028 USD SR LIEN 18,878 19,294
43000 SHS BANK OF AMERICA CORPORATION HYBRID MTN 02/07/2030 40,003 41,225
51000 SHS BANK OF NOVA SCOTIA 5.35% 12/07/2026 USD SR LIEN 51,112 51,660
59000 SHS BANK OF NY MELLON CORP HYBRID MTN 03/14/2030 USD SR 58,289 59,075
31000 SHS BAXTER INTERNATIONAL INC 2.272% 12/01/2028 USD SR LIEN 27,607 27,939
19000 SHS BECTON, DICKINSON AND COMPANY 4.693% 02/13/2028 USD 18,590 18,908
22000 SHS BROADCOM INC. 4.15% 11/15/2030 USD SER WI SR LIEN 20,711 21,044
19000 SHS BUNGE LIMITED FINANCE CORP. 3.25% 08/15/2026 USD SR LIEN 18,319 18,561
53000 SHS CANADIAN IMPERIAL BANK OF COMM 5.26% 04/08/2029 SR LIEN 52,720 53,420
38000 SHS CANADIAN NATURAL RESOURCES LIM 3.85% 06/01/2027 USD 36,714 37,191
19000 SHS CARDINAL HEALTH, INC. 3.41% 06/15/2027 USD SR LIEN 18,103 18,413
15000 SHS CARRIER GLOBAL CORPORATION 2.493% 02/15/2027 USD SER 14,103 14,342
45000 SHS CBOE HOLDINGS INC 3.65% 01/12/2027 USD SR LIEN 43,702 44,172
27000 SHS CIGNA CORPORATION 2.4% 03/15/2030 USD SR LIEN 23,213 23,626
40000 SHS CITIGROUP INC. HYBRID 03/20/2030 USD SR LIEN CPN 37,102 38,200
28000 SHS CLOROX COMPANY (THE) 1.8% 05/15/2030 USD SR LIEN 23,351 23,818
40000 SHS COMCAST CORP 3.15% 02/15/2028 USD SR LIEN 37,565 38,106
15000 SHS CONSTELLATION BRANDS, INC. 2.875% 05/01/2030 USD SR 13,164 13,403
28000 SHS CROWN CASTLE INTERNATIONAL COR 3.8% 02/15/2028 USD 26,670 26,944
20000 SHS CVS HEALTH CORPORATION 3.75% 04/01/2030 USD SR LIEN 18,349 18,315
31000 SHS DOW CHEMICAL COMPANY (THE) 4.8% 11/30/2028 USD SER 30,578 30,827
23000 SHS DOWDUPONT INC. 4.493% 11/15/2025 USD SR LIEN 22,789 22,943
37000 SHS DTE ENERGY COMPANY 5.1% 03/01/2029 USD SR LIEN 36,539 37,081
23000 SHS EBAY INC. 1.4% 05/10/2026 USD SR LIEN 21,774 22,021
34000 SHS ENBRIDGE INC 1.6% 10/04/2026 USD SR LIEN 31,901 32,176
18000 SHS ENERGY TRANSFER OPERATNG 5.5% 06/01/2027 USD SER * 17,929 18,230
27000 SHS EVERSOURCE ENERGY 5.85% 04/15/2031 USD SR LIEN 27,256 27,720
27000 SHS FISERV INC 5.375% 08/21/2028 USD SR LIEN 27,071 27,370
28000 SHS FOX CORPORATION 4.709% 01/25/2029 USD SER WI SR LIEN 27,442 27,675
40000 SHS GENERAL DYNAMICS CORPORATION 1.15% 06/01/2026 USD 37,744 38,217
18000 SHS GENERAL MOTORS FINANCIAL COMPA 5.55% 07/15/2029 USD 17,775 18,196
14000 SHS GLOBAL PAYMENTS INC 5.3% 08/15/2029 USD SR LIEN 13,751 14,025
28000 SHS HEWLETT PACKARD ENTERPRISE COM STEP 10/15/2025 SER 27,673 27,998
19000 SHS HUMANA INC. 5.375% 04/15/2031 USD SR LIEN 18,566 18,847
38000 SHS INTEL CORPORATION 3.9% 03/25/2030 USD SR LIEN 35,442 35,616
38000 SHS INTERCONTINENTAL EXCHANGE, INC 4.0% 09/15/2027 USD 36,732 37,307
25000 SHS JM SMUCKER CO 5.9% 11/15/2028 USD SR LIEN 25,636 25,903
58000 SHS JOHNSON & JOHNSON 4.9% 06/01/2031 USD SR LIEN 58,688 58,373
52000 SHS JPMORGAN CHASE & CO. HYBRID 04/22/2027 USD SR LIEN 48,178 49,913
19000 SHS KELLOGG CO 3.4% 11/15/2027 USD SR LIEN 17,993 18,336
27000 SHS KEURIG DR PEPPER INC. 5.2% 03/15/2031 USD SER 10 SR LIEN 26,781 27,271
19000 SHS L3HARRIS TECHNOLOGIES, INC. 4.4% 06/15/2028 USD SR LIEN 18,346 18,664
24000 SHS LOWE'S COMPANIES, INC. 3.35% 04/01/2027 USD SR LIEN 22,998 23,312
39000 SHS MITSUBISHI UFJ FINANCIAL GROUP 3.287% 07/25/2027 USD 37,107 37,789
42000 SHS MORGAN STANLEY HYBRID MTN 07/22/2028 USD SR LIEN 39,542 40,497
31000 SHS MPLX LP 2.65% 08/15/2030 USD SR LIEN 26,860 27,127
18000 SHS NASDAQ, INC. 5.35% 06/28/2028 USD SR LIEN 17,929 18,259
31000 SHS NATIONAL GRID PLC 5.602% 06/12/2028 USD SR LIEN 31,228 31,602
48000 SHS NEXTERA ENERGY CAPITAL 3.55% 05/01/2027 USD SR LIEN 45,944 46,773
33000 SHS NORTHROP GRUMMAN CORPORATION 3.25% 01/15/2028 USD 31,281 31,538
62000 SHS NOVARTIS CAPITAL CORPORATION 4.0% 09/18/2031 SR LIEN 59,368 59,043
42000 SHS NUTRIEN LTD. 4.9% 03/27/2028 USD SR LIEN 41,510 41,984
70000 SHS NVIDIA CORP 2.0% 06/15/2031 USD SR LIEN 60,052 59,489
30000 SHS NXP BV/NXP FUNDING LLC 5.55% 12/01/2028 USD SR LIEN 30,150 30,519
17000 SHS ONEOK, INC. 5.8% 11/01/2030 USD SR LIEN 17,128 17,524
32000 SHS ORACLE CORPORATION 2.95% 04/01/2030 USD SR LIEN 28,235 28,904
27000 SHS OTIS WORLDWIDE CORPORATION 5.25% 08/16/2028 USD SR 26,940 27,333
41000 SHS PFIZER INVESTMENT ENTERPRISES 4.45% 05/19/2028 USD SR 39,985 40,636
26000 SHS PHILIP MORRIS INTERNATIONAL IN 5.125% 02/13/2031 USD 25,847 26,016
31000 SHS PHILIP MORRIS INTL INC 5.125% 11/17/2027 USD SR LIEN 30,799 31,369
27000 SHS PNC FINANCIAL SERVICES HYBRID 06/12/2029 USD SR LIEN 27,152 27,469
48000 SHS PROLOGIS, L.P. 2.125% 04/15/2027 USD SR LIEN 45,316 45,483
39000 SHS REALTY INCOME CORP 3.4% 01/15/2028 USD SR LIEN 36,813 37,419
34000 SHS REPUBLIC SERVICES INC 2.3% 03/01/2030 USD SR LIEN 29,784 29,863
21000 SHS ROPER TECHNOLOGIES INC 1.4% 09/15/2027 USD SR LIEN 18,894 19,233
48000 SHS SABINE PASS LIQUEFACTION, LLC 4.2% 03/15/2028 USD SER 46,326 46,861
46000 SHS SIMON PROPERTY GROUP INC 1.375% 01/15/2027 USD SR 42,479 43,128
31000 SHS STARBUCKS CORP 2.45% 06/15/2026 USD SR LIEN 29,956 30,063
57000 SHS STATE STREET CORP HYBRID 11/21/2029 USD SR LIEN CPN 58,066 58,582
24000 SHS STRYKER CORP 1.15% 06/15/2025 SR LIEN 23,518 23,616
21000 SHS TELEDYNE TECHNOLOGIES IN 2.25% 04/01/2028 USD SR LIEN 18,994 19,336
27000 SHS T-MOBILE USA, INC. 4.8% 07/15/2028 USD SR LIEN 26,625 26,850
44000 SHS TORONTO-DOMINION BANK (THE) MTN 1.25% 09/10/2026 41,037 41,557
43000 SHS TOYOTA MOTOR CREDIT CORP MTN 5.0% 03/19/2027 USD 42,776 43,383
22000 SHS TRANSCANADA PIPELINES 4.1% 04/15/2030 USD SR LIEN 20,475 20,890
19000 SHS TRUIST FINANCIAL CORPORATION HYBRID MTN 01/26/2029 18,455 18,905
26000 SHS US BANCORP HYBRID 02/01/2029 USD SR LIEN CPN 02/01/23 25,237 25,743
26000 SHS VERIZON COMMUNICATIONS, INC. 3.15% 03/22/2030 USD 23,283 23,802
32000 SHS WASTE CONNECTIONS INC 3.5% 05/01/2029 USD SR LIEN 29,959 30,238
19000 SHS XYLEM INC 3.25% 11/01/2026 USD SR LIEN 18,273 18,520

TY 2024 InvestmentsCorpStockSchedule
Name:
THE BULLER FOUNDATION
 
C/O KWM CPAS LLP
EIN:
47-1291497
Name of Stock End of Year Book Value End of Year Fair Market Value
191 SHS ALPHABET INC. CMN CLASS A 32,103 36,156
212 SHS AMAZON.COM INC 38,221 46,511
58 SHS BECTON, DICKINSON AND COMPANY 13,728 13,158
15 SHS BERKSHIRE HATHAWAY INC. CLASS B 6,573 6,799
5 SHS COCA-COLA CONSOLIDATED INC 5,580 6,300
49 SHS COMFORT SYSTEMS USA INC 14,649 20,779
380 SHS CORTEVA, INC. 21,770 21,645
80 SHS DANAHER CORPORATION 19,757 18,364
130 SHS DOORDASH INC 14,459 21,808
178 SHS EXPAND ENERGY CORP 17,470 17,720
195 SHS INTERCONTINENTAL EXCHANGE INC 25,856 29,057
32 SHS INTUIT INC 19,528 20,112
108 SHS JPMORGAN CHASE & CO 20,913 25,889
3023 SHS KOSMOS ENERGY LTD. 16,617 10,339
41 SHS META PLATFORMS INC-CLASS A 24,143 24,006
112 SHS MICROSOFT CORPORATION 44,931 47,208
45 SHS MONOLITHIC POWER SYSTEMS, INC. 30,668 26,627
373 SHS NVIDIA CORPORATION 32,488 50,090
19 SHS O'REILLY AUTOMOTIVE, INC. 19,688 22,530
208 SHS ON SEMICONDUCTOR CORPORATION 14,359 13,114
56 SHS SAIA, INC. 23,269 25,521
26 SHS SERVICENOW INC 19,740 27,563
37 SHS SHERWIN-WILLIAMS CO 11,350 12,577
39 SHS TOPBUILD CORP. 15,998 12,142
278 SHS WALT DISNEY COMPANY (THE) 30,706 30,955
159 SHS ZOETIS INC. CMN CLASS A 26,006 25,906
995 SHS AGNC INVESTMENT CORP CMN 9,771 9,164
60 SHS EATON CORP PLC CMN 19,700 19,912
175 SHS TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 35,155 34,561

TY 2024 InvestmentsOtherSchedule2
Name:
THE BULLER FOUNDATION
 
C/O KWM CPAS LLP
EIN:
47-1291497
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
260000 SHS GOLDMAN SACHS PRIVATE CREDIT FUND AT COST 260,000 272,689
260000 SHS HPS CORPORATE CAPITAL SOLUTIONS FUND AT COST 260,000 268,488
132170.94 SHS EATON VANCE INCOME FD OF BOSTON AT COST 675,719 685,967
3148 SHS VANGUARD S&P500 ETF AT COST 1,460,511 1,696,174
19450.73 SHS GS GQG PARTNERS INTL OPPORTUNITIES FD AT COST 428,239 380,262
8452.39 SHS ARTISAN INTL VALUE FUND CLASS I AT COST 400,072 397,514

TY 2024 OtherDecreasesSchedule
Name:
THE BULLER FOUNDATION
 
C/O KWM CPAS LLP
EIN:
47-1291497
Description Amount
CHANGE IN UNREALIZED GAIN (LOSS) 1,619,285


TY 2024 OtherExpensesSchedule
Name:
THE BULLER FOUNDATION
 
C/O KWM CPAS LLP
EIN:
47-1291497
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 95 95 0 0
NYS FILING FEES 250 250 0 0
ADVISORY FEES 12,113 12,113 0 0


TY 2024 TaxesSchedule
Name:
THE BULLER FOUNDATION
 
C/O KWM CPAS LLP
EIN:
47-1291497
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 2,916 2,916 0 0
FOREIGN TAXES 673 673 0 0