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
SMITH RUSSELL & VERA PRIVATE FDN 1035004172
 
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

39-1744162
B Telephone number (see instructions)

(608) 782-1148
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$5,836,428J 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 11,229 11,229  
4 Dividends and interest from securities... 146,255 146,255  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 320,176
b Gross sales price for all assets on line 6a 2,344,355
7 Capital gain net income (from Part IV, line 2)... 320,176
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........ 477,660 477,660  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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)....... Click to see attachment
List of Attached Documents:
// Content
2,000 0 0 2,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
38,976 38,976   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,100 6,100   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)....... Click to see attachment
List of Attached Documents:
// Content
25     25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 47,101 45,076 0 2,025
25 Contributions, gifts, grants paid....... 263,500 263,500
26 Total expenses and disbursements. Add lines 24 and 25 310,601 45,076 0 265,525
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 167,059
b Net investment income (if negative, enter -0-) 432,584
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.............      
2 Savings and temporary cash investments......... 59,200 149,534 149,534
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
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 right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) 4,991,761 5,068,298 5,686,894
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,050,961 5,217,832 5,836,428
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
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 5,050,961 5,217,832
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,050,961 5,217,832
30 Total liabilities and net assets/fund balances (see instructions). 5,050,961 5,217,832
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
5,050,961
2
Enter amount from Part I, line 27a .....................
2
167,059
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,218,020
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
188
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,217,832
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 5289.753 FIDELITY U.S. BOND INDEX FUND   2021-02-24 2024-01-24
b 9116.229 FIDELITY LONG-TERM TREASURY BOND INDEX   2023-10-17 2024-01-24
c 1397.00462 INVESCO S&P 500 LOW VOLATILITY ETF   2023-04-18 2024-01-24
d 8.99538 INVESCO S&P 500 LOW VOLATILITY ETF   2023-04-18 2024-01-24
e 291. ISHARES CORE 1-5 YEAR BOND ETF   2022-03-24 2024-01-24
79. SCHWAB MID CAP ETF   2016-10-28 2024-01-24
15528.589 VANGUARD SHORT TERM TREASURY ADM   2023-12-11 2024-01-24
3. MEDPACE HOLDINGS INC   2024-01-24 2024-02-15
3. COCACOLA CONSOLIDATED   2021-08-12 2024-02-23
9. COMFORT SYSTEMS USA   2021-08-12 2024-02-23
.4999 DEVON ENERGY CORP   2020-12-21 2024-02-23
3. ONTO INNOVATION INC   2021-08-12 2024-02-23
207. VANGUARD LARGE CAP ETF   2015-04-10 2024-02-23
488.949 ARGA EMERGING MARKETS VALUE FUND   2022-02-16 2024-02-26
344.623 ARGA EMERGING MARKETS VALUE FUND   2022-02-16 2024-02-26
148.532 AMERICAN FUNDS EUROPACIFIC FUND F3   2021-12-14 2024-02-26
1452.227 AMERICAN BEACON DEVELOPING WORLD INCOME   2019-04-24 2024-03-18
5. COMFORT SYSTEMS USA   2024-01-24 2024-03-18
9. COMFORT SYSTEMS USA   2021-08-12 2024-03-18
7960.95146 FIDELITY U.S. BOND INDEX FUND   2022-03-24 2024-03-18
2522.32554 FIDELITY U.S. BOND INDEX FUND   2021-02-24 2024-03-18
6096. INVESCO S&P 500 LOW VOLATILITY ETF   2023-07-20 2024-03-18
222. VANGUARD DIVIDEND APPRECIATION ETF   2022-07-19 2024-03-18
68. BARNES GROUP   2024-01-24 2024-04-04
40. BARNES GROUP   2021-08-12 2024-04-04
57. HELIOS TECHNOLOGIES   2024-01-24 2024-04-04
22. ONTO INNOVATION INC   2021-08-12 2024-04-04
124. MODEL N INC   2024-04-04 2024-04-23
53. MODEL N INC   2022-04-20 2024-04-23
86. DEFINITIVE HEALTHCARE CORP   2024-01-24 2024-04-24
153. DEFINITIVE HEALTHCARE CORP   2022-08-03 2024-04-24
31. FLOOR & DECOR HOLDINGS INC   2022-04-29 2024-04-24
163. PERMIAN RESOURCES CORPORATION   2023-10-17 2024-04-24
409.537 PIMCO INCOME FUND I   2019-11-14 2024-04-24
56. ALARM.COM HOLDINGS INC   2017-07-05 2024-05-09
3. COCACOLA CONSOLIDATED   2024-03-18 2024-05-09
1. COCACOLA CONSOLIDATED   2021-08-12 2024-05-09
1481.969 GLENMEDE SECURED OPTIONS I   2018-12-21 2024-05-09
6. ONTO INNOVATION INC   2024-01-24 2024-05-09
6. ONTO INNOVATION INC   2021-08-12 2024-05-09
1316.402 ARGA EMERGING MARKETS VALUE FUND   2022-02-16 2024-05-17
664.845 DWS RREEF REAL ASSETS STRATEGY   2021-02-16 2024-05-17
151.24106 AMERICAN FUNDS EUROPACIFIC FUND F3   2021-12-14 2024-05-17
9.76394 AMERICAN FUNDS EUROPACIFIC FUND F3   2021-12-14 2024-05-17
56.075 FIDELITY U.S. BOND INDEX FUND   2021-02-24 2024-05-17
310.251 OAKMARK INTERNATIONAL R6   2020-04-20 2024-05-17
9. ICF INTERNATIONAL INC   2021-08-12 2024-05-17
53. INTERNATIONAL MONEY EXPRESS, INC   2024-04-24 2024-05-17
95. INTERNATIONAL MONEY EXPRESS, INC   2023-04-18 2024-05-17
29. RB GLOBAL INC   2011-10-10 2024-05-17
132. SCHWAB MID CAP ETF   2016-10-28 2024-05-17
31.569 VANGUARD MORTGAGE-BACKED SECURITIES INDE   2023-02-02 2024-05-17
107. VANGUARD LARGE CAP ETF   2015-04-10 2024-05-17
12. ONTO INNOVATION INC   2024-05-17 2024-07-02
151. PERMIAN RESOURCES CORPORATION   2024-01-24 2024-07-02
51. SQUARESPACE INC   2024-01-24 2024-07-02
119. SQUARESPACE INC   2021-12-13 2024-07-02
43. AMN HEALTHCARE SERVICES INC   2021-08-12 2024-07-25
10. CSW INDUSTRIALS INC   2021-08-12 2024-07-25
10. CNX RESOURCES CORP   2023-10-17 2024-07-25
99. CNX RESOURCES CORP   2023-06-02 2024-07-25
13. MERCANTILE BANK CORP   2021-08-12 2024-07-25
23. OMNICELL INC   2024-01-24 2024-07-25
61. OMNICELL INC   2023-02-02 2024-07-25
58. PACIRA PHARMACEUTICALS INC   2024-01-24 2024-07-25
18. PACIRA PHARMACEUTICALS INC   2022-11-29 2024-07-25
20. SEACOAST BANKING CORP OF FLORIDA   2022-03-18 2024-07-25
81. VANGUARD DIVIDEND APPRECIATION ETF   2022-07-19 2024-07-25
47. VANGUARD LARGE CAP ETF   2015-04-10 2024-07-25
426.561 DWS RREEF REAL ASSETS STRATEGY   2021-02-16 2024-08-08
2802.933 FIDELITY U.S. BOND INDEX FUND   2022-03-24 2024-08-08
140. PETIQ INC   2024-07-02 2024-08-08
771.2752 PIMCO INCOME FUND I   2020-08-24 2024-08-08
160.4818 PIMCO INCOME FUND I   2019-11-14 2024-08-08
159. POWERSCHOOL HOLDINGS INC   2024-04-04 2024-10-01
61. POWERSCHOOL HOLDINGS INC   2023-08-31 2024-10-01
1719.102 ARGA EMERGING MARKETS VALUE FUND   2022-02-16 2024-10-10
44. ACUSHNET HOLDINGS CORP   2024-02-23 2024-10-15
29. ACUSHNET HOLDINGS CORP   2023-08-31 2024-10-15
35. ADDUS HOMECARE CORPORATION   2024-02-23 2024-10-15
24. ADDUS HOMECARE CORPORATION   2022-10-13 2024-10-15
30. ADVANCED ENERGY INDUSTRIES INC   2024-02-23 2024-10-15
22. ADVANCED ENERGY INDUSTRIES INC   2023-06-02 2024-10-15
27. ALAMO GROUP INC   2024-08-08 2024-10-15
7. AMERICAN WOODMARK CORP   2024-01-24 2024-10-15
27. AMERICAN WOODMARK CORP   2021-08-12 2024-10-15
155. AVANOS MEDICAL INC   2024-02-23 2024-10-15
67. AVANOS MEDICAL INC   2023-06-02 2024-10-15
30. BPR GROUP INC   2024-01-24 2024-10-15
95. BPR GROUP INC   2022-05-13 2024-10-15
116. BENCHMARK ELECTRONICS INC   2024-01-24 2024-10-15
57. BENCHMARK ELECTRONICS INC   2021-08-12 2024-10-15
14. BOOT BARN HOLDINGS INC   2024-01-24 2024-10-15
46. BOOT BARN HOLDINGS INC   2021-08-12 2024-10-15
86. CCC INTELLIGENT SOLUTIONS HOLD.   2023-02-02 2024-10-15
14. CSW INDUSTRIALS INC   2024-08-08 2024-10-15
10. CSW INDUSTRIALS INC   2021-08-12 2024-10-15
61. CTS CORP   2024-02-23 2024-10-15
31. CTS CORP   2022-11-29 2024-10-15
125. CARETRUST REIT INC   2024-08-08 2024-10-15
58. CASS INFORMATION SYSTEMS INC   2024-03-18 2024-10-15
33. CASS INFORMATION SYSTEMS INC   2021-10-21 2024-10-15
5. CHEMED CORP   2024-04-24 2024-10-15
8. CHEMED CORP   2021-06-02 2024-10-15
18. CHESAPEAKE COM   2024-04-24 2024-10-15
22. CHESAPEAKE COM   2023-08-31 2024-10-15
97. COHU INC   2024-07-02 2024-10-15
29. DESCARTES SYSTEMS GROUP INC   2023-06-02 2024-10-15
1151.607 DWS RREEF REAL ASSETS STRATEGY   2024-07-25 2024-10-15
15569.494 DWS RREEF REAL ASSETS STRATEGY   2023-08-31 2024-10-15
200. DOXIMITY INC   2024-05-09 2024-10-15
45. ESCO TECHNOLOGIES INC   2024-08-08 2024-10-15
6541.764 FIDELITY U.S. BOND INDEX FUND   2022-04-20 2024-10-15
45. FRESHPET INC   2023-05-15 2024-10-15
33. GLAUKOS CORP   2024-04-24 2024-10-15
40. GLAUKOS CORP   2023-08-31 2024-10-15
14. GOOSEHEAD INSURANCE INC   2024-01-24 2024-10-15
30. GOOSEHEAD INSURANCE INC   2021-10-21 2024-10-15
211. GRAY TELEVISION INC   2024-01-24 2024-10-15
141. GRAY TELEVISION INC   2022-04-20 2024-10-15
300. HILLMAN SOLUTIONS CORP   2024-08-08 2024-10-15
14. INTEGER HOLDINGS CORP   2022-04-20 2024-10-15
258. JAMF HOLDING CORP   2024-07-25 2024-10-15
7. KADANT INC   2020-12-21 2024-10-15
50. KAISER ALUMINUM CORP   2024-03-18 2024-10-15
23. KAISER ALUMINUM CORP   2023-06-02 2024-10-15
34. KFORCE INC   2024-01-24 2024-10-15
55. KFORCE INC   2021-08-12 2024-10-15
60. KORN/FERRY INTERNATIONAL   2024-01-24 2024-10-15
34. KORN/FERRY INTERNATIONAL   2021-08-12 2024-10-15
60. LAREDO PETROLEUM INC   2024-07-25 2024-10-15
60. MARCUS & MILLICHAP INC   2024-03-18 2024-10-15
121. MARCUS & MILLICHAP INC   2022-08-03 2024-10-15
60. MERCANTILE BANK CORP   2024-01-24 2024-10-15
5. MERCANTILE BANK CORP   2021-08-12 2024-10-15
47. MONARCH CASINO & RESORT INC   2024-01-24 2024-10-15
25. MONARCH CASINO & RESORT INC   2022-05-13 2024-10-15
188. NV5 GLOBAL INC   2024-03-18 2024-10-15
112. NORTHERN OIL AND GAS   2024-01-24 2024-10-15
49. NORTHERN OIL AND GAS   2023-06-02 2024-10-15
61. ORIGIN BANCORP   2024-01-24 2024-10-15
37. ORIGIN BANCORP   2023-02-02 2024-10-15
20. ORTHOPEDIATRICS CORP   2024-01-24 2024-10-15
51. ORTHOPEDIATRICS CORP   2022-11-29 2024-10-15
14. PATRICK INDUSTRIES INC   2024-01-24 2024-10-15
42. PATRICK INDUSTRIES INC   2021-10-21 2024-10-15
258. PAYCOR HCM INC   2024-08-08 2024-10-15
103. PAYCOR HCM INC   2023-07-20 2024-10-15
83. PENNANT GROUP INC   2024-02-23 2024-10-15
68. PENNANT GROUP INC   2021-08-12 2024-10-15
49. PHREESIA INC   2024-01-24 2024-10-15
68. PHREESIA INC   2023-06-02 2024-10-15
34. POWER INTEGRATIONS INC   2021-10-29 2024-10-15
8. REPLIGEN   2023-07-20 2024-10-15
51. SPS COMMERCE INC   2021-08-12 2024-10-15
1155. SCHWAB MID CAP ETF   2024-08-08 2024-10-15
7746. SCHWAB MID CAP ETF   2023-08-31 2024-10-15
100. SEACOAST BANKING CORP OF FLORIDA   2024-01-24 2024-10-15
45. SEACOAST BANKING CORP OF FLORIDA   2023-08-31 2024-10-15
79. SIMULATIONS PLUS INC   2024-07-25 2024-10-15
30. STEWART INFORMATION SYSTEMS   2024-03-18 2024-10-15
66. STEWART INFORMATION SYSTEMS   2021-10-29 2024-10-15
211. SUNSTONE HOTEL INVESTORS INC   2024-01-24 2024-10-15
142. SUNSTONE HOTEL INVESTORS INC   2021-12-13 2024-10-15
58. SUPERNUS PHARMACEUTICALS INC   2024-01-24 2024-10-15
38. SUPERNUS PHARMACEUTICALS INC   2023-02-02 2024-10-15
27. TRANSCAT INC   2024-08-08 2024-10-15
9. US PHYSICAL THERAPY INC   2024-01-24 2024-10-15
33. US PHYSICAL THERAPY INC   2016-12-28 2024-10-15
2325.619 VANGUARD MORTGAGE-BACKED SECURITIES INDE   2023-02-02 2024-10-15
220. VIAVI SOLUTIONS INC   2024-01-24 2024-10-15
148. VIAVI SOLUTIONS INC   2023-08-31 2024-10-15
72. WILLSCOT MOBILE MINI HOLDINGS CORP   2024-04-24 2024-10-15
93. WILLSCOT MOBILE MINI HOLDINGS CORP   2023-08-31 2024-10-15
702. WISDOMTREE US QUALITY GROWTH ETF   2024-03-18 2024-10-15
152. STEVANATO GROUP   2024-08-08 2024-10-15
46. STEVANATO GROUP   2023-07-20 2024-10-15
20. FIVE9 INC   2024-02-23 2024-10-25
45. FIVE9 INC   2022-04-20 2024-10-25
59. PROGYNY INC   2024-07-25 2024-10-31
102. PROGYNY INC   2023-08-31 2024-10-31
12. ALARM.COM HOLDINGS INC   2017-07-05 2024-12-10
29. BLACKLINE INC   2021-06-02 2024-12-10
106. CCC INTELLIGENT SOLUTIONS HOLD.   2023-02-03 2024-12-10
118. CNX RESOURCES CORP   2024-10-15 2024-12-10
56. CNX RESOURCES CORP   2023-10-17 2024-12-10
2. DESCARTES SYSTEMS GROUP INC   2024-01-24 2024-12-10
24. DESCARTES SYSTEMS GROUP INC   2023-06-02 2024-12-10
34. DOUBLEVERIFY HOLDINGS INC   2023-02-02 2024-12-10
14. ENPRO INDS INC   2023-02-02 2024-12-10
18. ENSIGN GROUP INC   2020-05-19 2024-12-10
33. EXPONENT INC   2016-11-22 2024-12-10
18. FIVE BELOW INC   2022-10-13 2024-12-10
1565.837 GLENMEDE SECURED OPTIONS I   2018-12-21 2024-12-10
14. GRAND CANYON EDUCATION INC   2012-08-21 2024-12-10
34. GRID DYNAMICS HOLDINGS INC   2021-12-13 2024-12-10
14. GUIDEWIRE SOFTWARE INC   2023-04-18 2024-12-10
6. KADANT INC   2023-04-18 2024-12-10
9. MEDPACE HOLDINGS INC   2023-08-31 2024-12-10
9. PAYLOCITY HOLDING CORP   2016-06-30 2024-12-10
70.92 PIMCO INCOME FUND I   2019-11-14 2024-12-10
16. QUANTA SERVICES INC   2024-10-15 2024-12-10
28. RB GLOBAL INC   2011-10-10 2024-12-10
10. REPLIGEN   2023-07-20 2024-12-10
9. TYLER TECHS INC   2024-10-15 2024-12-10
32.606 VANGUARD MORTGAGE-BACKED SECURITIES INDE   2023-02-02 2024-12-10
166. VANGUARD LARGE CAP ETF   2015-04-10 2024-12-10
643. WISDOMTREE US QUALITY GROWTH ETF   2024-03-18 2024-12-10
9. WORKIVA INC   2018-02-27 2024-12-10
18. AMBARELLA INC   2022-03-18 2024-12-10
12. GLOBANT SA   2017-07-13 2024-12-10
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 54,220   66,421 -12,201
b 87,698   92,482 -4,784
c 87,470   88,774 -1,304
d 563   572 -9
e 13,803   14,200 -397
5,883   3,337 2,546
152,801   154,447 -1,646
1,184   896 288
2,493   1,236 1,257
2,522   692 1,830
22   8 14
538   218 320
48,330   20,021 28,309
4,772   4,772  
3,364   3,429 -65
8,468   9,845 -1,377
10,296   12,060 -1,764
1,544   1,013 531
2,780   692 2,088
81,042   90,987 -9,945
25,677   30,596 -4,919
394,982   386,703 8,279
39,932   32,723 7,209
2,385   2,345 40
1,403   1,994 -591
2,541   2,391 150
4,065   1,601 2,464
3,672   3,443 229
1,570   1,441 129
605   802 -197
1,076   3,969 -2,893
3,380   2,644 736
2,814   2,150 664
4,255   4,906 -651
3,856   2,044 1,812
2,813   2,156 657
938   412 526
21,222   16,376 4,846
1,253   1,017 236
1,253   437 816
13,941   12,903 1,038
7,805   7,545 260
9,102   10,024 -922
588   647 -59
570   682 -112
8,582   4,975 3,607
1,339   854 485
1,102   1,131 -29
1,975   2,410 -435
2,158   566 1,592
10,604   5,576 5,028
570   598 -28
25,950   10,349 15,601
2,681   2,247 434
2,462   2,091 371
2,219   1,706 513
5,177   3,532 1,645
2,741   3,820 -1,079
2,941   1,321 1,620
249   235 14
2,469   1,601 868
652   430 222
676   790 -114
1,794   4,047 -2,253
1,147   1,803 -656
356   867 -511
577   721 -144
15,180   11,940 3,240
11,710   4,546 7,164
4,987   4,782 205
29,263   33,777 -4,514
4,269   3,157 1,112
8,214   9,270 -1,056
1,709   1,923 -214
3,625   3,584 41
1,391   1,352 39
19,563   16,778 2,785
2,811   2,823 -12
1,853   1,650 203
4,648   3,068 1,580
3,188   2,437 751
3,216   3,105 111
2,358   2,014 344
4,892   5,310 -418
663   630 33
2,558   2,089 469
3,534   2,980 554
1,528   1,932 -404
1,575   780 795
4,988   2,181 2,807
5,053   3,010 2,043
2,483   1,480 1,003
2,296   1,029 1,267
7,544   4,077 3,467
939   820 119
5,504   3,334 2,170
3,931   1,321 2,610
2,976   2,580 396
1,512   1,267 245
3,838   3,224 614
2,450   2,417 33
1,394   1,383 11
3,030   3,093 -63
4,848   2,136 2,712
2,181   1,861 320
2,666   2,581 85
2,464   3,240 -776
3,130   2,309 821
14,326   12,799 1,527
193,685   174,492 19,193
8,700   4,800 3,900
5,648   4,868 780
68,689   72,461 -3,772
6,458   6,573 -115
4,232   3,126 1,106
5,130   2,650 2,480
1,338   1,110 228
2,868   4,149 -1,281
1,211   1,719 -508
809   3,109 -2,300
3,234   2,913 321
1,848   1,226 622
4,376   5,021 -645
2,346   978 1,368
3,601   3,500 101
1,657   1,544 113
1,963   2,402 -439
3,176   3,383 -207
4,384   3,155 1,229
2,484   2,392 92
1,603   2,588 -985
2,244   2,171 73
4,525   4,749 -224
2,685   2,078 607
224   166 58
3,563   3,070 493
1,895   1,722 173
4,392   5,010 -618
4,276   4,148 128
1,871   1,546 325
1,983   1,913 70
1,203   1,449 -246
531   557 -26
1,354   2,198 -844
1,997   1,392 605
5,990   3,399 2,591
3,523   4,432 -909
1,407   2,842 -1,435
2,923   1,133 1,790
2,395   1,951 444
1,030   1,240 -210
1,430   2,186 -756
2,165   3,036 -871
1,172   1,269 -97
10,049   3,612 6,437
32,548   27,718 4,830
218,284   123,168 95,116
2,759   2,681 78
1,242   1,324 -82
2,511   3,163 -652
2,110   1,817 293
4,642   4,120 522
2,199   2,096 103
1,480   1,570 -90
1,936   1,587 349
1,269   1,511 -242
3,419   3,218 201
741   851 -110
2,718   2,355 363
43,303   44,070 -767
2,031   2,227 -196
1,366   1,662 -296
2,633   3,028 -395
3,401   2,469 932
32,409   28,569 3,840
2,793   4,401 -1,608
845   1,481 -636
598   1,419 -821
1,346   4,920 -3,574
886   2,058 -1,172
1,533   4,669 -3,136
821   438 383
1,827   1,364 463
1,321   1,003 318
4,365   2,654 1,711
2,071   1,316 755
239   179 60
2,866   1,844 1,022
692   955 -263
2,676   1,451 1,225
2,581   736 1,845
3,206   1,014 2,192
1,999   2,500 -501
24,427   17,303 7,124
2,359   295 2,064
679   807 -128
2,386   1,096 1,290
2,389   1,158 1,231
3,105   2,448 657
1,826   384 1,442
757   845 -88
5,108   4,911 197
2,686   546 2,140
1,544   1,586 -42
5,545   5,406 139
603   618 -15
46,105   16,055 30,050
32,152   26,168 5,984
921   200 721
1,285   1,778 -493
2,678   504 2,174
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
      44,393
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       -12,201
b       -4,784
c       -1,304
d       -9
e       -397
      2,546
      -1,646
      288
      1,257
      1,830
      14
      320
      28,309
       
      -65
      -1,377
      -1,764
      531
      2,088
      -9,945
      -4,919
      8,279
      7,209
      40
      -591
      150
      2,464
      229
      129
      -197
      -2,893
      736
      664
      -651
      1,812
      657
      526
      4,846
      236
      816
      1,038
      260
      -922
      -59
      -112
      3,607
      485
      -29
      -435
      1,592
      5,028
      -28
      15,601
      434
      371
      513
      1,645
      -1,079
      1,620
      14
      868
      222
      -114
      -2,253
      -656
      -511
      -144
      3,240
      7,164
      205
      -4,514
      1,112
      -1,056
      -214
      41
      39
      2,785
      -12
      203
      1,580
      751
      111
      344
      -418
      33
      469
      554
      -404
      795
      2,807
      2,043
      1,003
      1,267
      3,467
      119
      2,170
      2,610
      396
      245
      614
      33
      11
      -63
      2,712
      320
      85
      -776
      821
      1,527
      19,193
      3,900
      780
      -3,772
      -115
      1,106
      2,480
      228
      -1,281
      -508
      -2,300
      321
      622
      -645
      1,368
      101
      113
      -439
      -207
      1,229
      92
      -985
      73
      -224
      607
      58
      493
      173
      -618
      128
      325
      70
      -246
      -26
      -844
      605
      2,591
      -909
      -1,435
      1,790
      444
      -210
      -756
      -871
      -97
      6,437
      4,830
      95,116
      78
      -82
      -652
      293
      522
      103
      -90
      349
      -242
      201
      -110
      363
      -767
      -196
      -296
      -395
      932
      3,840
      -1,608
      -636
      -821
      -3,574
      -1,172
      -3,136
      383
      463
      318
      1,711
      755
      60
      1,022
      -263
      1,225
      1,845
      2,192
      -501
      7,124
      2,064
      -128
      1,290
      1,231
      657
      1,442
      -88
      197
      2,140
      -42
      139
      -15
      30,050
      5,984
      721
      -493
      2,174
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 320,176
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 6,013
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 6,013
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 6,013
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 6,013
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 6,013
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  
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 arrow0 Refundedright arrow 11 0
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWI
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 arrow  
14
The books are in care ofright arrowRussel and Vera Smith Private Foundation, c/o Trust Point Inc Telephone no.right arrow (608) 782-1148

Located atright arrow230 FRONT STREET NORTHLA CROSSEWI ZIP+4right arrow54601
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
Yan Arsenault Director
1 		0    
230 Front Street North
La Crosse,WI54601
Darwin Isaacson Director
1 		0    
230 Front Street North
La Crosse,WI54601
Mark Chamberlain Director
1 		0    
230 Front Street North
La Crosse,WI54601
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 NONE  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
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
5,801,199
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,801,199
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
5,801,199
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
87,018
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,714,181
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
285,709
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
285,709
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
6,013
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,013
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
279,696
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
279,696
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
279,696
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
265,525
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
265,525
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 7 279,696
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 262,442
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: right arrow$ 265,525
a Applied to 2023, but not more than line 2a 262,442
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..... 3,083
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 .......... 		276,613
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)
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).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Darwin Isaacson
230 Front Street North
La Crosse,WI54601
(608) 782-1148
bThe form in which applications should be submitted and information and materials they should include:
Letter outlining organization's needs and exemption qualifications including brief resume of the organization's past qualifying activities.
cAny submission deadlines:
None
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
La Crosse County, WI as preferred area of participation
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

Big Brothers Big Sisters

313 4TH STREET SOUTH
La Crosse,WI54601 		NONE PUBLIC HUMANITARIAN 5,000

LA CROSSE AREA FAMILY YMCA

1140 MAIN STREET
LA CROSSE,WI54601 		NONE PUBLIC ANNUAL CAMPAIGN 19,000

LA CROSSE VALLEY VIEW ROTARY CLUB

PO BOX 545
LA CROSSE,WI54602 		NONE PUBLIC MOON TUNES 7,500

BOYS & GIRLS CLUB OF LA CROSSE

1331 CLINTON ST
LA CROSSE,WI54603 		NONE PUBLIC BUILDING GREAT FUTURES 3,000

UFAH

119 KING STREET
LA CROSSE,WI54601 		NONE PUBLIC ANNUAL FUNDRAISING CAMPAIGN 5,000

UWL Alumni & Friends Foundation

615 EAST AVENUE NORTH
La Crosse,WI54601 		NONE PUBLIC EDUCATION 12,500

Salvation Army

223 N 8TH ST BOX 1152
La Crosse,WI54601 		NONE PUBLIC HUMANITARIAN 12,500

WTC FOUNDATION

400 SEVENTH STREET NORTH
LA CROSSE,WI54601 		NONE PUBLIC EDUCATION 15,000

FIRST PRESBYTERIAN CHURCH

233 WEST AVENUE SOUTH
LA CROSSE,WI54601 		NONE PUBLIC MINISTRY 15,000

FAMILY & CHILDREN'S CENTER

1707 MAIN STREET
LA CROSSE,WI54601 		NONE PUBLIC CHILD WELFARE 5,000

JUNIOR ACHIEVEMENT
C/O ALTRA FEDERAL CREDIT UNION
2715 LOSEY BLVD
LA CROSSE,WI54601 		NONE PUBLIC EDUCATION 11,000

GREAT RIVERS UNITED WAY

1855 EAST MAIN STREET
ONALASKA,WI54650 		NONE PUBLIC HUMANITARIAN 15,000

VITERBO UNIVERSITY

900 VITERBO DRIVE
LA CROSSE,WI54601 		NONE PUBLIC EDUCATION 26,000

LA CROSSE SYMPHONY ORCHESTRA

201 MAIN STREET SUITE 230
LA CROSSE,WI54601 		NONE PUBLIC ARTS 2,000

LA CROSSE COMMUNITY THEATRE

428 FRONT STREET SOUTH
LA CROSSE,WI54601 		NONE PUBLIC HUMANITARIAN 5,000

COULEE RECOVERY CENTER

933 FERRY STREET
LA CROSSE,WI54601 		NONE PUBLIC EDUCATION 4,000

Mobile Meals of La Crosse Inc

PO BOX 1643
La Crosse,WI54602 		NONE PUBLIC SERVE SENIORS, DISABLED OR 1,000

La Crosse County Historical Society

145 WEST AVE S
La Crosse,WI54601 		NONE PUBLIC EDUCATION 3,000

BLUE STARS

PO BOX 2523
LA CROSSE,WI54602 		NONE PUBLIC NEW INSTRUMENTS 2,500

ALLIANCE FAMILY SERVICES

600 3RD STREET NORTH
LA CROSSE,WI54601 		NONE PUBLIC HUMANITARIAN 4,000

Wafer

1603 GEORGE ST
La Crosse,WI54603 		NONE PUBLIC HUMANITARIAN 4,000

The Parenting Place

1500 GREEN BAY STREET
La Crosse,WI54601 		NONE PUBLIC HUMANITARIAN 5,000

HABITAT FOR HUMANITY
LA CROSSE AREA
3181 BERLIN DRIVE
LA CROSSE,WI54601 		NONE PUBLIC HUMANITARIAN 5,000

Norskedalen

PO BOX 235
Coon Valley,WI54623 		NONE PUBLIC HUMANITARIAN 2,000

Children's Museum Of La Crosse Inc

207 5TH AVE S
La Crosse,WI54601 		NONE PUBLIC EDUCATION 3,000

CATHOLIC CHARITIES

3710 EAST AVENUE SOUTH
LA CROSSE,WI54601 		NONE PUBLIC HUMANITARIAN 17,500

Hunger Task Force Of La Crosse

1240 CLINTON ST
La Crosse,WI54603 		NONE PUBLIC HUMANITARIAN 4,000

Aquinas Catholic Schools Foundation

315 11TH STREET S
La Crosse,WI54601 		NONE PUBLIC HUMANITARIAN 25,000

Samaritan's Purse

PO BOX 3000
Boone,NC28607 		NONE PUBLIC HUMANITARIAN 10,000

GOOD FIGHT COMMUNITY CENTER

118 6TH SREET NORTH
LA CROSSE,WI54601 		NONE PUBLIC HUMANITARIAN 5,000

Adult & Teen Challenge

PO BOX 126
La Crosse,WI54602 		NONE PUBLIC HUMANITARIAN 3,000

St Clare Health Mission

916 FERRY ST
La Crosse,WI54601 		NONE PUBLIC MEDICAL 5,000

ROTARY WORKS FOUNDATION

PO BOX 1571
LA CROSSE,WI54602 		NONE PUBLIC HUMANITARIAN 2,000
Total .................................right arrow 3a 263,500
bApproved for future payment
Total ................................. right arrow 3b  
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 11,229  
4 Dividends and interest from securities ....     14 146,255  
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 ............ 		    18 320,176  
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) ..   477,660  
13Total. Add line 12, columns (b), (d), and (e)..................
13
477,660
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
SMITH RUSSELL & VERA PRIVATE FDN 1035004172
EIN:
39-1744162
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,000     2,000

TY 2024 OtherDecreasesSchedule
Name:
SMITH RUSSELL & VERA PRIVATE FDN 1035004172
EIN:
39-1744162
Description Amount
ACCRUAL ADJUSTMENT 188


TY 2024 OtherExpensesSchedule
Name:
SMITH RUSSELL & VERA PRIVATE FDN 1035004172
EIN:
39-1744162
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 25 0   25


TY 2024 OtherProfessionalFeesSchedule
Name:
SMITH RUSSELL & VERA PRIVATE FDN 1035004172
EIN:
39-1744162
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODIAN & MANAGEMENT FEES (A 35,723 35,723    
OTHER EXPENSE (NON-DEDUCTIBLE 3,253 3,253    


TY 2024 TaxesSchedule
Name:
SMITH RUSSELL & VERA PRIVATE FDN 1035004172
EIN:
39-1744162
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 48 48   0
FEDERAL TAX PAYMENT - PRIOR YE 1,505 1,505   0
FEDERAL ESTIMATES - PRINCIPAL 2,520 2,520   0
FOREIGN TAXES ON QUALIFIED FOR 2,027 2,027   0