TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

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

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025

Name of foundation
THE PMG FOUNDATION INC AGY - UMA 1035017881

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

39-1568547

B Telephone number (see instructions)

C If exemption application is pending, check here right arrow

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

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

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

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

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

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

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

$11,258,012J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

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


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	49,172		49,172
4	Dividends and interest from securities...	232,761		232,761
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		637,605
b	Gross sales price for all assets on line 6a 4,309,199
7	Capital gain net income (from Part IV, line 2)...			637,605
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........	919,538		919,538
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).......	List of Attached Documents: // Content	2,500	0	0	2,500
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	34,159	34,159		0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	6,076	6,076		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	42,735		40,235	0	2,500
25	Contributions, gifts, grants paid.......	450,000				450,000
26	Total expenses and disbursements. Add lines 24 and 25	492,735		40,235	0	452,500
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	426,803
b	Net investment income (if negative, enter -0-)			879,303
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

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

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	112,456	85,226	85,226
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	9,380,885	9,829,449	11,172,786
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	9,493,341	9,914,675	11,258,012
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	9,493,341	9,914,675
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	9,493,341	9,914,675
	30	Total liabilities and net assets/fund balances (see instructions).	9,493,341	9,914,675

Part III

Analysis of Changes in Net Assets or Fund Balances

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

9,493,341

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

426,803

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

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

9,920,144

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

5,469

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

9,914,675

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	26. ONTO INNOVATION INC		2024-05-17	2024-07-02
b	6. ONTO INNOVATION INC		2021-08-12	2024-07-02
c	254. PERMIAN RESOURCES CORPORATION		2023-10-17	2024-07-02
d	57. PERMIAN RESOURCES CORPORATION		2023-06-02	2024-07-02
e	136. SQUARESPACE INC		2024-01-24	2024-07-02
	183. SQUARESPACE INC		2022-02-16	2024-07-02
	85. AMN HEALTHCARE SERVICES INC		2021-08-12	2024-07-25
	14. CSW INDUSTRIALS INC		2021-08-12	2024-07-25
	90. CNX RESOURCES CORP		2023-10-17	2024-07-25
	105. CNX RESOURCES CORP		2023-06-02	2024-07-25
	555.847 GLENMEDE SECURED OPTIONS I		2018-12-21	2024-07-25
	17. ICF INTERNATIONAL INC		2021-08-12	2024-07-25
	27. OLLIE S BARGAIN OUTLET HOLDINGS		2022-04-20	2024-07-25
	53. OMNICELL INC		2024-01-24	2024-07-25
	111. OMNICELL INC		2023-02-02	2024-07-25
	95. PACIRA PHARMACEUTICALS INC		2024-01-24	2024-07-25
	43. PACIRA PHARMACEUTICALS INC		2021-09-16	2024-07-25
	86. VANGUARD LARGE CAP ETF		2020-05-13	2024-07-25
	5886.455 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-08-08
	435. ISHARES CORE 1-5 YEAR BOND ETF		2022-02-17	2024-08-08
	248. PETIQ INC		2024-07-02	2024-08-08
	20. ADDUS HOMECARE CORPORATION		2022-09-09	2024-08-13
	1442.325 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-08-13
	20. BLACKBAUD INC		2022-04-29	2024-08-13
	1041.828 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-08-13
	290.414 AMERICAN FUNDS EUPAC FUND CL F3		2021-12-10	2024-08-13
	36. FRANKLIN ELECTRIC CO INC		2021-08-12	2024-08-13
	2096.531 GLENMEDE SECURED OPTIONS I		2018-12-21	2024-08-13
	8. GRAND CANYON EDUCATION INC		2016-11-30	2024-08-13
	281.452 OAKMARK INTERNATIONAL R6		2020-09-21	2024-08-13
	1007.414 PIMCO INCOME FUND I		2018-07-23	2024-08-13
	307.328 PIMCO INCOME FUND I		2018-10-04	2024-08-13
	116. SCHWAB MID CAP ETF		2016-11-10	2024-08-13
	102. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-19	2024-08-13
	58.727 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-03	2024-08-13
	652.494 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-03	2024-08-13
	205. VANGUARD LARGE CAP ETF		2020-05-13	2024-08-13
	743. WISDOMTREE US QUALITY GROWTH ETF		2024-03-15	2024-08-13
	1739.575 GLENMEDE SECURED OPTIONS I		2018-12-21	2024-09-06
	416. GRAY TELEVISION INC		2024-01-24	2024-09-06
	234. GRAY TELEVISION INC		2023-02-03	2024-09-06
	1026.182 OAKMARK INTERNATIONAL R6		2020-09-21	2024-09-06
	22. MEDPACE HOLDINGS INC		2023-08-31	2024-09-06
	232. POWERSCHOOL HOLDINGS INC		2024-01-24	2024-09-06
	132. POWERSCHOOL HOLDINGS INC		2023-08-31	2024-09-06
	151. VANGUARD LARGE CAP ETF		2020-05-13	2024-09-06
	3054.164 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-10-10
	90. ACUSHNET HOLDINGS CORP		2024-02-23	2024-10-15
	56. ACUSHNET HOLDINGS CORP		2023-08-31	2024-10-15
	59. ADDUS HOMECARE CORPORATION		2024-04-24	2024-10-15
	36. ADDUS HOMECARE CORPORATION		2023-06-20	2024-10-15
	36. ADVANCED ENERGY INDUSTRIES INC		2024-01-24	2024-10-15
	53. ADVANCED ENERGY INDUSTRIES INC		2022-02-16	2024-10-15
	42. ALAMO GROUP INC		2024-08-08	2024-10-15
	20. AMERICAN WOODMARK CORP		2024-01-24	2024-10-15
	48. AMERICAN WOODMARK CORP		2021-12-21	2024-10-15
	231. AVANOS MEDICAL INC		2024-02-23	2024-10-15
	133. AVANOS MEDICAL INC		2023-06-02	2024-10-15
	92. BPR GROUP INC		2024-01-24	2024-10-15
	153. BPR GROUP INC		2022-07-18	2024-10-15
	152. BENCHMARK ELECTRONICS INC		2024-02-23	2024-10-15
	163. BENCHMARK ELECTRONICS INC		2022-02-16	2024-10-15
	27. BLACKLINE INC		2018-02-26	2024-10-15
	63. BOOT BARN HOLDINGS INC		2024-05-17	2024-10-15
	39. BOOT BARN HOLDINGS INC		2023-08-31	2024-10-15
	246. CCC INTELLIGENT SOLUTIONS HOLD.		2022-12-22	2024-10-15
	14. CSW INDUSTRIALS INC		2024-01-24	2024-10-15
	29. CSW INDUSTRIALS INC		2023-02-03	2024-10-15
	56. CTS CORP		2024-02-23	2024-10-15
	118. CTS CORP		2021-12-21	2024-10-15
	230. CARETRUST REIT INC		2024-08-08	2024-10-15
	113. CASS INFORMATION SYSTEMS INC		2024-02-23	2024-10-15
	55. CASS INFORMATION SYSTEMS INC		2021-08-12	2024-10-15
	6. CHEMED CORP		2024-03-15	2024-10-15
	18. CHEMED CORP		2017-04-24	2024-10-15
	33. CHESAPEAKE COM		2024-02-23	2024-10-15
	36. CHESAPEAKE COM		2021-08-12	2024-10-15
	194. COHU INC		2024-09-06	2024-10-15
	56. DESCARTES SYSTEMS GROUP INC		2022-04-29	2024-10-15
	1677.102 DWS RREEF REAL ASSETS STRATEGY		2024-05-17	2024-10-15
	28747.623 DWS RREEF REAL ASSETS STRATEGY		2023-08-31	2024-10-15
	354. DOXIMITY INC		2024-09-06	2024-10-15
	68. ESCO TECHNOLOGIES INC		2024-05-17	2024-10-15
	19937.881 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-10-15
	86. FRESHPET INC		2023-05-15	2024-10-15
	60. GLAUKOS CORP		2024-08-08	2024-10-15
	79. GLAUKOS CORP		2023-06-02	2024-10-15
	24. GOOSEHEAD INSURANCE INC		2024-01-24	2024-10-15
	64. GOOSEHEAD INSURANCE INC		2020-06-29	2024-10-15
	675. HILLMAN SOLUTIONS CORP		2024-09-06	2024-10-15
	25. INTEGER HOLDINGS CORP		2021-11-19	2024-10-15
	457. JAMF HOLDING CORP		2024-05-17	2024-10-15
	13. KADANT INC		2020-05-19	2024-10-15
	93. KAISER ALUMINUM CORP		2024-03-15	2024-10-15
	43. KAISER ALUMINUM CORP		2023-06-02	2024-10-15
	41. KFORCE INC		2024-01-24	2024-10-15
	125. KFORCE INC		2022-02-16	2024-10-15
	71. KORN/FERRY INTERNATIONAL		2024-01-24	2024-10-15
	108. KORN/FERRY INTERNATIONAL		2022-12-22	2024-10-15
	123. LAREDO PETROLEUM INC		2024-08-08	2024-10-15
	144. MARCUS & MILLICHAP INC		2024-03-15	2024-10-15
	195. MARCUS & MILLICHAP INC		2023-06-02	2024-10-15
	60. MERCANTILE BANK CORP		2024-01-24	2024-10-15
	40. MERCANTILE BANK CORP		2022-12-22	2024-10-15
	77. MONARCH CASINO & RESORT INC		2024-01-24	2024-10-15
	61. MONARCH CASINO & RESORT INC		2022-12-22	2024-10-15
	360. NV5 GLOBAL INC		2024-03-15	2024-10-15
	218. NORTHERN OIL AND GAS		2024-01-24	2024-10-15
	88. NORTHERN OIL AND GAS		2023-02-02	2024-10-15
	118. ORIGIN BANCORP		2024-05-17	2024-10-15
	96. ORIGIN BANCORP		2022-12-22	2024-10-15
	38. ORTHOPEDIATRICS CORP		2024-01-24	2024-10-15
	90. ORTHOPEDIATRICS CORP		2022-03-18	2024-10-15
	52. PATRICK INDUSTRIES INC		2024-01-24	2024-10-15
	54. PATRICK INDUSTRIES INC		2023-08-31	2024-10-15
	457. PAYCOR HCM INC		2024-08-08	2024-10-15
	224. PAYCOR HCM INC		2022-11-29	2024-10-15
	113. PENNANT GROUP INC		2024-01-24	2024-10-15
	179. PENNANT GROUP INC		2021-06-02	2024-10-15
	77. PHREESIA INC		2024-01-24	2024-10-15
	142. PHREESIA INC		2022-12-22	2024-10-15
	73. POWER INTEGRATIONS INC		2022-11-29	2024-10-15
	20. REPLIGEN		2023-07-20	2024-10-15
	93. SPS COMMERCE INC		2022-08-03	2024-10-15
	1911. SCHWAB MID CAP ETF		2024-08-08	2024-10-15
	14250. SCHWAB MID CAP ETF		2023-06-02	2024-10-15
	174. SEACOAST BANKING CORP OF FLORIDA		2024-01-24	2024-10-15
	110. SEACOAST BANKING CORP OF FLORIDA		2023-08-31	2024-10-15
	153. SIMULATIONS PLUS INC		2024-08-08	2024-10-15
	48. STEWART INFORMATION SYSTEMS		2024-04-24	2024-10-15
	124. STEWART INFORMATION SYSTEMS		2023-06-02	2024-10-15
	439. SUNSTONE HOTEL INVESTORS INC		2024-01-24	2024-10-15
	217. SUNSTONE HOTEL INVESTORS INC		2023-06-02	2024-10-15
	95. SUPERNUS PHARMACEUTICALS INC		2024-01-24	2024-10-15
	88. SUPERNUS PHARMACEUTICALS INC		2021-10-21	2024-10-15
	51. TRANSCAT INC		2024-08-08	2024-10-15
	22. US PHYSICAL THERAPY INC		2024-01-24	2024-10-15
	59. US PHYSICAL THERAPY INC		2016-12-28	2024-10-15
	5021.243 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-03	2024-10-15
	413. VIAVI SOLUTIONS INC		2024-01-24	2024-10-15
	275. VIAVI SOLUTIONS INC		2023-08-31	2024-10-15
	94. WILLSCOT MOBILE MINI HOLDINGS CORP		2024-01-24	2024-10-15
	192. WILLSCOT MOBILE MINI HOLDINGS CORP		2022-12-22	2024-10-15
	759. WISDOMTREE US QUALITY GROWTH ETF		2024-03-15	2024-10-15
	274. STEVANATO GROUP		2024-04-24	2024-10-15
	64. STEVANATO GROUP		2023-07-20	2024-10-15
	50. FIVE9 INC		2024-01-24	2024-10-25
	61. FIVE9 INC		2022-04-20	2024-10-25
	1156.245 GLENMEDE SECURED OPTIONS I		2018-12-21	2024-10-25
	139. PROGYNY INC		2024-08-08	2024-10-31
	179. PROGYNY INC		2023-02-02	2024-10-31
	2754.993 GLENMEDE SECURED OPTIONS I		2021-11-19	2024-12-12
	139. CNX RESOURCES CORP		2024-08-08	2025-02-18
	193. CNX RESOURCES CORP		2024-01-24	2025-02-18
	70. DESCARTES SYSTEMS GROUP INC		2024-01-24	2025-02-18
	32. DORMAN PRODUCTS INC		2021-09-16	2025-02-18
	53. EXPONENT INC		2016-11-22	2025-02-18
	203. FASTENAL CO		2024-10-15	2025-02-18
	7651. ISHARES CORE 1-5 YEAR BOND ETF		2022-03-24	2025-02-18
	82. OSHKOSH TRUCK CORP CLASS B		2024-10-15	2025-02-18
	30. QUANTA SERVICES INC		2024-10-15	2025-02-18
	259. VANGUARD LARGE CAP ETF		2020-05-13	2025-02-18
	66.619 AMERICAN FUNDS EUPAC FUND CL F3		2021-12-10	2025-03-10
	75. GUIDEWIRE SOFTWARE INC		2024-01-24	2025-03-10
	1739.709 OAKMARK INTERNATIONAL R6		2020-09-21	2025-03-10
	921. ISHARES CORE 1-5 YEAR BOND ETF		2022-03-24	2025-03-10
	16. MOLINA HEALTHCARE INC		2024-10-15	2025-03-10
	3951.295 PIMCO INCOME FUND I		2018-10-04	2025-03-10
	737.698 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2025-03-13
	203.27709 AMERICAN BEACON DEVELOPING WORLD INCOME		2019-04-24	2025-03-13
	724.29091 AMERICAN BEACON DEVELOPING WORLD INCOME		2019-04-24	2025-03-13
	9. CULLEN FROST BANKERS INC		2024-10-15	2025-03-13
	7. ENPRO INDS INC		2022-04-20	2025-03-13
	390. GENTEX CORP		2025-03-10	2025-03-13
	214. ISHARES CORE 1-5 YEAR BOND ETF		2022-03-24	2025-03-13
	40. LGI HOMES		2024-10-15	2025-03-13
	56. LGI HOMES		2024-01-24	2025-03-13
	11. OLLIE S BARGAIN OUTLET HOLDINGS		2022-04-20	2025-03-13
	1176.244 PIMCO INCOME FUND I		2018-12-21	2025-03-13
	25. TRACTOR SUPPLY CO		2024-10-15	2025-03-13
	899.31864 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-03	2025-03-13
	692.29036 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-03	2025-03-13
	20. AMBARELLA INC		2022-03-18	2025-03-13
	336. ACV AUCTIONS INC		2023-07-12	2025-04-10
	126. AMN HEALTHCARE SERVICES INC		2024-03-15	2025-04-10
	42. AGILYSYS INC		2025-03-10	2025-04-10
	88. AGREE REALTY CORP		2024-03-15	2025-04-10
	110. ALARM.COM HOLDINGS INC		2024-01-24	2025-04-10
	25. ALIGN TECHNOLOGY INC		2024-10-15	2025-04-10
	148. ALKAMI TECHNOLOGY INC		2024-08-08	2025-04-10
	28. ANSYS INC		2024-10-15	2025-04-10
	4. ANSYS INC		2024-10-15	2025-04-10
	125. ATLANTIC UNION BANKSHARES CO		2022-09-09	2025-04-10
	36. BALCHEM CORP		2021-08-12	2025-04-10
	123. BIO-TECHNE CORP		2024-10-15	2025-04-10
	94. BLACKBAUD INC		2024-02-23	2025-04-10
	97. BLACKLINE INC		2022-04-20	2025-04-10
	29. BROADRIDGE FINANCIAL SOLUTIONS		2024-10-15	2025-04-10
	77. BROWN & BROWN INC		2024-10-15	2025-04-10
	49. BURLINGTON STORES INC		2024-10-15	2025-04-10
	174. CCC INTELLIGENT SOLUTIONS HOLD.		2022-12-22	2025-04-10
	9. CSW INDUSTRIALS INC		2024-10-25	2025-04-10
	18.00002 CACI INTERNATIONAL INC		2024-10-15	2025-04-10
	2.99998 CACI INTERNATIONAL INC		2024-10-15	2025-04-10
	21. CARLISLE COS INC		2024-10-15	2025-04-10
	21. CASEYS GENERAL STORES INC		2024-10-15	2025-04-10
	184. CERTARA INC		2022-02-16	2025-04-10
	30. CHARLES RIVER LABORATORIES INTERNATL		2024-10-15	2025-04-10
	93.0002 COGNEX CORP		2023-06-02	2025-04-10
	34.9998 COGNEX CORP		2022-08-03	2025-04-10
	143. ENOVIS CORPORATION		2024-03-15	2025-04-10
	140.00108 COSTAR GROUP INC		2024-10-15	2025-04-10
	13.99892 COSTAR GROUP INC		2024-10-15	2025-04-10
	63. CULLEN FROST BANKERS INC		2024-10-15	2025-04-10
	3. DESCARTES SYSTEMS GROUP INC		2024-08-08	2025-04-10
	37. DESCARTES SYSTEMS GROUP INC		2024-03-15	2025-04-10
	49. DIODES INC		2022-02-16	2025-04-10
	11. DOMINOS PIZZA INC		2025-03-28	2025-04-10
	35. DORMAN PRODUCTS INC		2021-09-16	2025-04-10
	229. DOUBLEVERIFY HOLDINGS INC		2024-01-24	2025-04-10
	70. ENERSYS INC		2023-10-17	2025-04-10
	37. ENPRO INDS INC		2022-09-09	2025-04-10
	69. ENSIGN GROUP INC		2023-04-18	2025-04-10
	64. ENTEGRIS INC		2024-10-15	2025-04-10
	211. EXLSERVICE HOLDINGS INC		2024-01-24	2025-04-10
	45.99977 EXPONENT INC		2024-01-24	2025-04-10
	13.00023 EXPONENT INC		2024-01-24	2025-04-10
	73. FIVE BELOW INC		2023-10-17	2025-04-10
	70.99926 FLOOR & DECOR HOLDINGS INC		2024-01-24	2025-04-10
	13.00074 FLOOR & DECOR HOLDINGS INC		2022-04-29	2025-04-10
	81. FORTUNE BRANDS HOME & SECURITY INC		2024-10-15	2025-04-10
	42. FRANKLIN ELECTRIC CO INC		2021-08-12	2025-04-10
	87. FRESHPET INC		2024-01-24	2025-04-10
	62. GODADDY INC CL A		2024-10-15	2025-04-10
	97. GRAND CANYON EDUCATION INC		2024-01-24	2025-04-10
	244. GRID DYNAMICS HOLDINGS INC		2021-08-12	2025-04-10
	46. GUIDEWIRE SOFTWARE INC		2024-10-15	2025-04-10
	74. HEICO CORP		2024-10-15	2025-04-10
	5. HEICO CORP		2024-10-15	2025-04-10
	25. JACK HENRY & ASSOCIATES INC		2024-10-15	2025-04-10
	61. ICF INTERNATIONAL INC		2024-01-24	2025-04-10
	13. ICF INTERNATIONAL INC		2021-08-12	2025-04-10
	66. IDACORP INC		2024-02-23	2025-04-10
	53. INTEGER HOLDINGS CORP		2024-01-24	2025-04-10
	39. JONES LANG LASALLE INC		2024-10-15	2025-04-10
	22. KADANT INC		2024-01-24	2025-04-10
	20. KINSALE CAP GROUP INC		2023-06-02	2025-04-10
	50. LAMAR ADVERTISING CO		2024-10-15	2025-04-10
	26. LANCASTER COLONY CORP		2024-10-15	2025-04-10
	21.99996 LINCOLN ELECTRIC HOLDINGS		2025-02-18	2025-04-10
	6.00004 LINCOLN ELECTRIC HOLDINGS		2025-02-18	2025-04-10
	36. LITTLEFUSE INC		2024-10-15	2025-04-10
	121. MKS INSTRUMENTS INC		2025-03-13	2025-04-10
	5. MARKEL HOLDING		2024-10-15	2025-04-10
	28. MEDPACE HOLDINGS INC		2023-08-31	2025-04-10
	110. MOELIS & CO		2021-08-12	2025-04-10
	22. MOLINA HEALTHCARE INC		2024-10-15	2025-04-10
	23. NEXSTAR MEDIA GROUP INC		2024-10-15	2025-04-10
	87. NORTHERN OIL AND GAS		2025-02-18	2025-04-10
	91. OLLIE S BARGAIN OUTLET HOLDINGS		2024-01-24	2025-04-10
	22. ONTO INNOVATION INC		2024-10-15	2025-04-10
	123. OPTION CARE HEALTH INC		2023-07-20	2025-04-10
	25.99993 PTC INC		2024-10-15	2025-04-10
	7.00007 PTC INC		2024-10-15	2025-04-10
	56. PAYCOM SOFTWARE INC		2024-10-15	2025-04-10
	55. PAYLOCITY HOLDING CORP		2022-09-09	2025-04-10
	85. REVVITY INC		2024-10-15	2025-04-10
	547. PERMIAN RESOURCES CORPORATION		2024-10-15	2025-04-10
	97. POWER INTEGRATIONS INC		2024-01-24	2025-04-10
	424. PRIVIA HEALTH GROUP INC		2024-01-24	2025-04-10
	25. PRIVIA HEALTH GROUP INC		2021-11-19	2025-04-10
	42. QUALYS		2024-10-15	2025-04-10
	153. RB GLOBAL INC		2024-01-24	2025-04-10
	55. RPM INC		2024-10-15	2025-04-10
	36. REPLIGEN		2024-04-04	2025-04-10
	88. ROBERT HALF INTERNATIONAL INC		2024-10-15	2025-04-10
	201. ROLLINS INC		2024-10-15	2025-04-10
	166. SM ENERGY CO		2024-01-24	2025-04-10
	38. SPS COMMERCE INC		2024-01-24	2025-04-10
	82. SELECTIVE INSURANCE GROUP INC		2022-12-22	2025-04-10
	33. SIMPSON MANUFACTURING		2025-02-18	2025-04-10
	96. SOUTH STATE CORP		2024-01-24	2025-04-10
	115. STIFEL FINANCIAL CORP		2024-10-15	2025-04-10
	231. TETRA TECH INC		2024-10-15	2025-04-10
	259. TOAST, INC		2024-10-15	2025-04-10
	15. TOPBUILD CORP		2025-03-13	2025-04-10
	181. TRACTOR SUPPLY CO		2024-10-15	2025-04-10
	35. TYLER TECHS INC		2024-10-15	2025-04-10
	44. UMB FINANCIAL CORP		2023-10-17	2025-04-10
	1234. VANGUARD LARGE CAP ETF		2020-05-13	2025-04-10
	21. VERISK ANALYTICS INC		2024-10-15	2025-04-10
	20. WATSCO INC		2024-10-15	2025-04-10
	38. WEST PHARMACEUTICALS SERVICES INC		2024-10-15	2025-04-10
	1160. WISDOMTREE US QUALITY GROWTH ETF		2024-03-15	2025-04-10
	104. WORKIVA INC		2022-12-22	2025-04-10
	64. WYNDHAM HOTELS & RESORTS INC		2024-10-15	2025-04-10
	92. AMBARELLA INC		2024-01-24	2025-04-10
	26. ICON PLC		2024-10-15	2025-04-10
	70. GLOBANT SA		2023-05-15	2025-04-10
	151. KORNIT DIGITAL LTD		2021-06-02	2025-04-10
	3458.523 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2025-06-20
	109. CERTARA INC		2024-10-15	2025-06-20
	143. CERTARA INC		2024-01-24	2025-06-20
	1193.453 AMERICAN FUNDS EUPAC FUND CL F3		2021-12-10	2025-06-20
	28. GUIDEWIRE SOFTWARE INC		2024-10-15	2025-06-20
	2603.906 OAKMARK INTERNATIONAL R6		2020-09-21	2025-06-20
	84. NEOGEN CORP		2024-10-15	2025-06-20
	269. NEOGEN CORP		2024-03-15	2025-06-20
	38. RB GLOBAL INC		2024-01-24	2025-06-20
	264. VANGUARD LARGE CAP ETF		2020-05-13	2025-06-20
	30. ATLANTIC UNION BANKSHARES CO		2025-03-10	2025-06-25
	61.99911 ATLANTIC UNION BANKSHARES CO		2024-02-23	2025-06-25
	118.00089 ATLANTIC UNION BANKSHARES CO		2024-02-23	2025-06-25
	1332. WISDOMTREE US QUALITY GROWTH ETF		2024-03-15	2025-06-25
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	5,808	4,063	1,745
b	1,340	437	903
c	4,142	3,845	297
d	929	561	368
e	5,917	4,434	1,483
	7,962	6,108	1,854
	5,418	8,682	-3,264
	4,117	1,849	2,268
	2,244	2,114	130
	2,618	1,348	1,270
	8,082	6,142	1,940
	2,405	1,614	791
	2,605	1,432	1,173
	1,558	1,820	-262
	3,264	5,380	-2,116
	1,879	2,963	-1,084
	850	2,376	-1,526
	21,427	11,141	10,286
	61,455	72,647	-11,192
	20,877	21,512	-635
	7,562	5,593	1,969
	2,537	1,865	672
	14,697	14,077	620
	1,517	1,183	334
	12,304	11,679	625
	16,626	19,703	-3,077
	3,543	2,969	574
	30,840	23,167	7,673
	1,144	458	686
	7,231	5,405	1,826
	10,769	10,732	37
	3,285	3,639	-354
	9,031	4,985	4,046
	19,065	15,035	4,030
	1,098	1,110	-12
	12,195	12,254	-59
	50,831	26,557	24,274
	31,981	29,920	2,061
	25,798	19,222	6,576
	1,863	3,246	-1,383
	1,048	3,472	-2,424
	27,184	20,346	6,838
	7,456	5,983	1,473
	5,270	5,333	-63
	2,998	2,925	73
	37,388	19,562	17,826
	34,756	29,809	4,947
	5,750	5,673	77
	3,578	3,187	391
	7,836	5,282	2,554
	4,781	3,276	1,505
	3,859	3,903	-44
	5,681	4,707	974
	7,609	8,439	-830
	1,895	1,801	94
	4,548	3,434	1,114
	5,267	4,450	817
	3,032	3,997	-965
	4,830	2,391	2,439
	8,033	3,568	4,465
	6,622	4,208	2,414
	7,101	4,157	2,944
	1,556	1,121	435
	10,332	5,116	5,216
	6,396	3,318	3,078
	2,687	2,171	516
	5,504	2,943	2,561
	11,401	3,920	7,481
	2,732	2,430	302
	5,756	4,230	1,526
	7,062	5,950	1,112
	4,773	4,677	96
	2,323	2,443	-120
	3,636	3,684	-48
	10,909	3,382	7,527
	3,998	3,275	723
	4,362	4,660	-298
	4,928	6,088	-1,160
	6,045	3,498	2,547
	20,863	18,299	2,564
	357,620	322,838	34,782
	15,398	8,852	6,546
	8,535	7,127	1,408
	209,348	231,061	-21,713
	12,341	6,484	5,857
	7,695	5,863	1,832
	10,132	4,194	5,938
	2,294	1,903	391
	6,117	4,651	1,466
	7,276	6,423	853
	3,300	2,260	1,040
	7,751	8,947	-1,196
	4,356	1,228	3,128
	6,698	6,522	176
	3,097	3,372	-275
	2,367	2,896	-529
	7,218	8,749	-1,531
	5,187	3,913	1,274
	7,891	6,616	1,275
	3,286	4,651	-1,365
	5,385	5,240	145
	7,293	7,613	-320
	2,685	2,186	499
	1,790	1,324	466
	5,838	5,100	738
	4,625	4,353	272
	8,411	9,557	-1,146
	8,323	7,976	347
	3,360	3,053	307
	3,835	3,957	-122
	3,120	3,505	-385
	1,009	1,058	-49
	2,390	4,751	-2,361
	7,416	4,748	2,668
	7,701	4,304	3,397
	6,241	7,645	-1,404
	3,059	5,859	-2,800
	3,980	1,769	2,211
	6,304	6,377	-73
	1,619	1,948	-329
	2,985	4,779	-1,794
	4,648	6,720	-2,072
	2,930	3,171	-241
	18,325	8,448	9,877
	53,852	46,598	7,254
	401,568	254,021	147,547
	4,801	4,279	522
	3,035	2,690	345
	4,863	6,359	-1,496
	3,376	2,946	430
	8,721	7,907	814
	4,576	4,373	203
	2,262	2,512	-250
	3,172	2,603	569
	2,938	2,593	345
	6,458	5,901	557
	1,812	2,080	-268
	4,859	4,210	649
	93,496	94,423	-927
	3,812	3,917	-105
	2,538	3,089	-551
	3,438	4,044	-606
	7,022	5,319	1,703
	35,040	30,565	4,475
	5,036	8,438	-3,402
	1,176	2,061	-885
	1,495	3,961	-2,466
	1,824	6,670	-4,846
	17,563	12,777	4,786
	2,088	4,415	-2,327
	2,689	8,187	-5,498
	43,061	39,629	3,432
	4,255	3,253	1,002
	5,909	4,038	1,871
	8,053	5,211	2,842
	4,054	3,028	1,026
	4,646	1,629	3,017
	15,138	15,606	-468
	366,350	372,376	-6,026
	8,955	8,602	353
	8,555	9,209	-654
	72,850	33,553	39,297
	3,725	4,527	-802
	12,475	6,793	5,682
	49,373	34,493	14,880
	44,405	44,673	-268
	5,315	5,198	117
	42,397	46,805	-4,408
	7,960	7,200	760
	1,437	1,731	-294
	5,121	6,152	-1,031
	1,082	1,098	-16
	1,182	710	472
	9,352	11,121	-1,769
	10,300	10,380	-80
	2,825	4,290	-1,465
	3,956	7,770	-3,814
	1,120	583	537
	12,598	13,863	-1,265
	1,300	1,511	-211
	16,583	16,889	-306
	12,766	13,001	-235
	1,060	1,972	-912
	4,702	5,865	-1,163
	2,431	10,538	-8,107
	2,998	3,077	-79
	6,457	6,136	321
	5,700	7,567	-1,867
	4,043	5,472	-1,429
	3,533	4,973	-1,440
	8,349	9,255	-906
	1,193	1,322	-129
	3,014	4,488	-1,474
	5,622	4,665	957
	6,171	9,084	-2,913
	5,708	6,497	-789
	4,389	6,192	-1,803
	6,688	6,455	233
	9,131	8,173	958
	12,150	12,527	-377
	1,545	1,536	9
	2,540	3,302	-762
	7,254	9,517	-2,263
	1,209	1,586	-377
	7,085	9,992	-2,907
	9,222	8,248	974
	1,674	6,228	-4,554
	3,867	5,844	-1,977
	2,210	4,464	-2,254
	832	1,644	-812
	4,694	7,856	-3,162
	10,641	10,994	-353
	1,064	1,099	-35
	6,726	7,688	-962
	304	286	18
	3,750	3,347	403
	1,747	4,520	-2,773
	5,001	4,773	228
	4,023	3,212	811
	2,906	7,592	-4,686
	5,720	5,930	-210
	5,474	3,586	1,888
	8,843	5,862	2,981
	4,457	6,689	-2,232
	9,211	6,922	2,289
	3,645	1,704	1,941
	1,030	1,154	-124
	4,490	12,192	-7,702
	5,291	6,868	-1,577
	969	1,057	-88
	4,208	7,277	-3,069
	3,735	3,464	271
	6,880	6,885	-5
	10,659	10,160	499
	16,512	9,008	7,504
	3,368	5,688	-2,320
	8,719	8,341	378
	18,623	19,593	-970
	1,258	1,324	-66
	4,303	4,613	-310
	5,011	7,193	-2,182
	1,068	1,234	-166
	7,682	6,705	977
	6,087	5,226	861
	8,395	10,537	-2,142
	6,891	2,437	4,454
	9,592	6,171	3,421
	5,580	6,921	-1,341
	4,714	4,698	16
	3,936	4,758	-822
	1,073	1,298	-225
	5,588	9,337	-3,749
	7,903	12,329	-4,426
	8,880	7,861	1,019
	8,123	7,615	508
	5,636	5,635	1
	7,700	7,147	553
	3,511	3,872	-361
	1,922	3,095	-1,173
	10,418	5,084	5,334
	2,595	4,505	-1,910
	4,224	4,086	138
	3,767	4,806	-1,039
	1,014	1,294	-280
	11,798	9,283	2,515
	10,106	7,994	2,112
	7,979	10,572	-2,593
	5,807	7,482	-1,675
	4,334	7,485	-3,151
	10,070	9,639	431
	594	715	-121
	5,165	5,294	-129
	14,617	7,016	7,601
	5,637	7,342	-1,705
	4,207	6,003	-1,796
	4,282	5,992	-1,710
	10,906	10,050	856
	3,531	6,045	-2,514
	4,995	6,353	-1,358
	7,165	6,580	585
	4,888	5,805	-917
	7,802	6,344	1,458
	9,357	11,493	-2,136
	6,716	11,371	-4,655
	8,726	7,400	1,326
	4,303	4,482	-179
	9,338	10,937	-1,599
	19,623	21,024	-1,401
	3,902	3,409	493
	299,501	159,861	139,640
	6,030	5,679	351
	10,007	9,965	42
	7,812	11,127	-3,315
	48,843	46,713	2,130
	6,982	6,319	663
	5,380	5,226	154
	4,101	5,684	-1,583
	3,836	7,713	-3,877
	7,386	13,341	-5,955
	2,740	10,759	-8,019
	40,984	33,754	7,230
	1,136	1,229	-93
	1,491	3,001	-1,510
	69,829	81,056	-11,227
	6,658	5,287	1,371
	76,320	51,627	24,693
	420	1,245	-825
	1,345	8,610	-7,265
	3,993	2,348	1,645
	72,694	34,200	38,494
	926	966	-40
	1,913	2,080	-167
	3,641	4,114	-473
	68,217	53,639	14,578
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
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			103,555
			103,555
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			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
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			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
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			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
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			103,555
			103,555
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			103,555
			103,555
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			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
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			103,555
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			103,555
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			103,555
			103,555
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			103,555
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			103,555
			103,555
			103,555
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			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
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			103,555
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			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555
			103,555

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			1,745
b			903
c			297
d			368
e			1,483
			1,854
			-3,264
			2,268
			130
			1,270
			1,940
			791
			1,173
			-262
			-2,116
			-1,084
			-1,526
			10,286
			-11,192
			-635
			1,969
			672
			620
			334
			625
			-3,077
			574
			7,673
			686
			1,826
			37
			-354
			4,046
			4,030
			-12
			-59
			24,274
			2,061
			6,576
			-1,383
			-2,424
			6,838
			1,473
			-63
			73
			17,826
			4,947
			77
			391
			2,554
			1,505
			-44
			974
			-830
			94
			1,114
			817
			-965
			2,439
			4,465
			2,414
			2,944
			435
			5,216
			3,078
			516
			2,561
			7,481
			302
			1,526
			1,112
			96
			-120
			-48
			7,527
			723
			-298
			-1,160
			2,547
			2,564
			34,782
			6,546
			1,408
			-21,713
			5,857
			1,832
			5,938
			391
			1,466
			853
			1,040
			-1,196
			3,128
			176
			-275
			-529
			-1,531
			1,274
			1,275
			-1,365
			145
			-320
			499
			466
			738
			272
			-1,146
			347
			307
			-122
			-385
			-49
			-2,361
			2,668
			3,397
			-1,404
			-2,800
			2,211
			-73
			-329
			-1,794
			-2,072
			-241
			9,877
			7,254
			147,547
			522
			345
			-1,496
			430
			814
			203
			-250
			569
			345
			557
			-268
			649
			-927
			-105
			-551
			-606
			1,703
			4,475
			-3,402
			-885
			-2,466
			-4,846
			4,786
			-2,327
			-5,498
			3,432
			1,002
			1,871
			2,842
			1,026
			3,017
			-468
			-6,026
			353
			-654
			39,297
			-802
			5,682
			14,880
			-268
			117
			-4,408
			760
			-294
			-1,031
			-16
			472
			-1,769
			-80
			-1,465
			-3,814
			537
			-1,265
			-211
			-306
			-235
			-912
			-1,163
			-8,107
			-79
			321
			-1,867
			-1,429
			-1,440
			-906
			-129
			-1,474
			957
			-2,913
			-789
			-1,803
			233
			958
			-377
			9
			-762
			-2,263
			-377
			-2,907
			974
			-4,554
			-1,977
			-2,254
			-812
			-3,162
			-353
			-35
			-962
			18
			403
			-2,773
			228
			811
			-4,686
			-210
			1,888
			2,981
			-2,232
			2,289
			1,941
			-124
			-7,702
			-1,577
			-88
			-3,069
			271
			-5
			499
			7,504
			-2,320
			378
			-970
			-66
			-310
			-2,182
			-166
			977
			861
			-2,142
			4,454
			3,421
			-1,341
			16
			-822
			-225
			-3,749
			-4,426
			1,019
			508
			1
			553
			-361
			-1,173
			5,334
			-1,910
			138
			-1,039
			-280
			2,515
			2,112
			-2,593
			-1,675
			-3,151
			431
			-121
			-129
			7,601
			-1,705
			-1,796
			-1,710
			856
			-2,514
			-1,358
			585
			-917
			1,458
			-2,136
			-4,655
			1,326
			-179
			-1,599
			-1,401
			493
			139,640
			351
			42
			-3,315
			2,130
			663
			154
			-1,583
			-3,877
			-5,955
			-8,019
			7,230
			-93
			-1,510
			-11,227
			1,371
			24,693
			-825
			-7,265
			1,645
			38,494
			-40
			-167
			-473
			14,578

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	637,605
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

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

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	12,222
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	12,222
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	12,222
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	4,780
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	4,780
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	7,442
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax0	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

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

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

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

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

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

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

on foundation managers. right arrow

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

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

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

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

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

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

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

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

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

By language in the governing instrument, or

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

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

Yes

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

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

Yes

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

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

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

Yes

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

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

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

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

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

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

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

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

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

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

Yes

Website address right arrow

The books are in care of right arrow

Trust Point Inc Telephone no. right arrow

(608) 782-1148

Located at right arrow

230 FRONT STREET NLA CROSSEWI ZIP+4 right arrow

54601

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

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

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

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

16 No

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

Form 990-PF (2024)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

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

Yes

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

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

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

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

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

1a(5)

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

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

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

1a(6)

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

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

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

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

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

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

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

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

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

If "Yes," list the years right arrow

20, 20, 20, 20

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

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

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

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

20, 20, 20, 20

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

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

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

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

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

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

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

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

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

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

Form 990-PF (2024)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

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

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

5a(2)

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

5a(3)

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

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

5a(4)

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

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

5a(5)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Part VII

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

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

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
PHILIP M GELATT	PRESIDENT/TREASURERE 1	0
444 LOSEY COURT LANE LA CROSSE,WI54601	PRESIDENT/TREASURERE 1	0
MELISSA K GELATT	VICE PRESIDENT 1	0
444 LOSEY COURT LANE LA CROSSE,WI54601	VICE PRESIDENT 1	0
SANDRA CAVADINI	SECRETARY 1	0
126 SOUTH WATER STREET SPARTA,WI54656	SECRETARY 1	0

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


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









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

Form 990-PF (2024)

Page 7

Part VII

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

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

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

Part VIII-A

Summary of Direct Charitable Activities

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


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

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


2


All other program-related investments. See instructions.
3

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

Form 990-PF (2024)

Page 8

Part IX

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

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

purposes:

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

10,934,648

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

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

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

10,934,648

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

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

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

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

10,934,648

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

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

164,020

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

10,770,628

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

538,531

Part X

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

and do not complete this part.)

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

538,531

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

12,222

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

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

12,222

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

526,309

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

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

526,309

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

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

526,309

Part XI

Qualifying Distributions (see instructions)

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

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

452,500

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

452,500

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					526,309
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				320,745
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: $ 452,500
a Applied to 2023, but not more than line 2a				320,745
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.....					131,755
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 ..........					394,554
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2020....	0
b Excess from 2021....	0
c Excess from 2022....	0
d Excess from 2023....	0
e Excess from 2024....	0

Form 990-PF (2024)

Page 10

Part XIII

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

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

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

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

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

Part XIV

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

1Information Regarding Foundation Managers:

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

NONE

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

NONE

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

Check here right arrow

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

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

SANDRA CAVADINI
126 SOUTH WATER STREET
SPARTA,WI54656
(608) 269-3000

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

NO SPECIFIC FORM REQUIRED

cAny submission deadlines:

NONE

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

GENERALLY LIMITED TO ORGANIZATIONS SERVING THE LA CROSSE - SPARTA AREA

Form 990-PF (2024)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
LA CROSSE FILM ACADEMY W5843 BRICKYARD LANE La Crosse,WI54601	NONE	PUBLIC	UNITED STATES	5,000
BOY SCOUTS OF AMERICA GATEWAY AREA COUNCIL 2600 QUARRY ROAD LA CROSSE,WI54601	NONE	PUBLIC	EDUCATIONAL	50,000
Family & Children's Center 811 MONITOR STREET La Crosse,WI54601	NONE	PUBLIC	HUMANITARIAN	5,000
BOYS AND GIRLS CLUB OF SPARTA INC 1000 E MONTGOMERY STE 2 SPARTA,WI54656	NONE	PUBLIC	HUMANITARIAN	50,000
Horse Sense for Special Riders PO BOX 906 La Crosse,WI54601	NONE	PUBLIC	HUMANITARIAN	5,000
La Crosse Community Foundation 401 MAIN STREET STE 205 La Crosse,WI54601	NONE	PUBLIC	HUMANITARIAN	100,000
MAYO CLINIC 200 FIRST ST SW ROCHESTER,MN55902	NONE	PUBLIC	MEDICAL	75,000
Friends of Riverside Park 2026 BARNABEE ROAD La Crosse,WI54601	NONE	PUBLIC	ENVIRONMENTAL	160,000
Total ................................. 3a				450,000

bApproved for future payment

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

Form 990-PF (2024)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	49,172
4 Dividends and interest from securities ....			14	232,761
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	637,605
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) ..				919,538

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

919,538

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

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

Form 990-PF (2024)

Page 13

Part XVI

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

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

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

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

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

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

If "Yes," complete the following schedule.

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

Sign Here

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

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

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
CUSTODIAN & MANAGEMENT FEES (A	27,200	27,200
OTHER EXPENSE (NON-DEDUCTIBLE	6,959	6,959

Category	Amount	Net Investment Income
FOREIGN TAX PAID	88	88
FEDERAL TAX PAYMENT - PRIOR YE	2,193	2,193
FOREIGN TAXES ON QUALIFIED FOR	3,481	3,481
FOREIGN TAXES ON NONQUALIFIED	314	314