TY 2024 Form 990PF

(e) Gross sales price	(f) Depreciation allowed (or allowable)	(h) Gain or (loss) (e) plus (f) minus (g)
a	477,440	352,961	124,479
b	1,950,497	1,829,122	121,375
c	99,272		99,272
d
e

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	345,126
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

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	8,566
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	8,566
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	8,566
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	14,014
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............	7	14,014
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content	8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......	9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...	10	5,448
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax5,448	Refunded	11	0

(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
J WHITNEY STEVENS	TRUSTEE 5.00	18,300	0	0
C/O BESSEMER TRUST 1271 AVENUE OF THE AMERICAS NEW YORK,NY10020
MELANIE READ	TRUSTEE 5.00	0	0	0
C/O BESSEMER TRUST 1271 AVENUE OF THE AMERICAS NEW YORK,NY10020
JAMILAH REED DECKER	TRUSTEE 5.00	0	0	0
C/O BESSEMER TRUST 1271 AVENUE OF THE AMERICAS NEW YORK,NY10020
EMMELYN SWAN STEVENS	TRUSTEE 5.00	0	0	0
C/O BESSEMER TRUST 1271 AVENUE OF THE AMERICAS NEW YORK,NY10020

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
ANDOVER ALUMNI FUND 180 MAIN STREET ANDOVER,MA01810	N/A	PUBLIC CHARITY	GENERAL PURPOSE	3,500
THE ASSOCIATION OF MARSHALL SCHOLARS INC 67 35TH STREET BROOKLYN,NY11232	N/A	PUBLIC CHARITY	GENERAL PURPOSE	500
THE BREARLEY SCHOOL 610 EAST 83RD STREET NEW YORK,NY10028	N/A	PUBLIC CHARITY	GENERAL PURPOSE	500
CAF AMERICA (KING'S SCHOOL CANTERBURY) 225 REINEKERS LANE ALEXANDRIA,VA22314	N/A	PUBLIC CHARITY	GENERAL PURPOSE	500
CAMBRIDGE IN AMERICA P O BOX 9123 NEW YORK,NY10087	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
INSTITUTE FOR THE RECRUITMENT OF TEACHERS 180 MAIN STREET ANDOVER,MA01810	N/A	PUBLIC CHARITY	GENERAL PURPOSE	7,500
RAY & NELL JOHNSON SCHOLARSHIP FUND P O BOX 95021 HENDERSON,NV89009	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
PRINCETON UNIVERSITY PO BOX 5357 PRINCETON,NJ08543	N/A	PUBLIC CHARITY	GENERAL PURPOSE	36,500
TETON SCIENCE SCHOOL 700 COYOTE CANYON ROAD JACKSON,WY83001	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,200
TRINITY SCHOOL 139 WEST 91ST STREET NEW YORK,NY10024	N/A	PUBLIC CHARITY	GENERAL PURPOSE	500
UTAH STATE UNIV SCHOOL OF VETERINARY MED OLD MAIN HILL LOGAN,UT84322	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,500
WARDLAW-HARTRIDGE SCHOOL 1295 INMAN AVENUE EDISON,NJ08820	N/A	PUBLIC CHARITY	GENERAL PURPOSE	5,000
WEST POINT FUND 698 MILL ROAD WEST POINT,NY10996	N/A	PUBLIC CHARITY	GENERAL PURPOSE	7,500
ARTHRITIS NATIONAL RESEARCH FOUNDATION 5354 EAST 2ND STREET LONG BEACH,CA90803	N/A	PUBLIC CHARITY	GENERAL PURPOSE	3,000
FISHER CENTER OF ALZHEIMER'S RESEARCH FNDT 110 EAST 42ND STREET NEW YORK,NY10017	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
MICHAEL J FOX FOUNDATION (PARKINSONS) 111 WEST 33RD STREET NEW YORK,NY10120	N/A	PUBLIC CHARITY	GENERAL PURPOSE	3,000
HOSPITAL FOR SPECIAL SURGERY 525 EAST 70TH STREET NEW YORK,NY10021	N/A	PUBLIC CHARITY	GENERAL PURPOSE	5,000
BRODY HUBER FOUNDATION 2568 DAHLIA STREET DENVER,CO80207	N/A	PUBLIC CHARITY	GENERAL PURPOSE	500
HUNTSMAN CANCER INSTITUTE 2000 CIRCLE OF HOPE SALT LAKE CITY,UT84112	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,500
THE LAM FOUNDATION 4520 COOPER ROAD CINCINNATI,OH45242	N/A	PUBLIC CHARITY	GENERAL PURPOSE	3,000
MAYO CLINIC 200 FIRST STREET SW ROCHESTER,MN55905	N/A	PUBLIC CHARITY	GENERAL PURPOSE	10,000
MOUNT SINAI HEALTH SYSTEM 1 GUSTAVE L LEVY PLACE NEW YORK,NY10029	N/A	PUBLIC CHARITY	GENERAL PURPOSE	7,500
MS SOCIETY OF UAHSOUTHERN IDAHO 1400 FOOTHILL BLVD SALT LAKE CITY,UT84108	N/A	PUBLIC CHARITY	GENERAL PURPOSE	3,000
PARKINSON'S FOUNDATION 1359 BROADWAY NEW YORK,NY10018	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
PRIMARY CHILDREN'S HOSPITAL FOUNDATION 100 NORTH MARIO CAPECCHI DR SALT LAKE CITY,UT84113	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,500
THE ROGOSIN INSTITUTE 504-506 EAST 74TH STREET NEW YORK,NY10021	N/A	PUBLIC CHARITY	GENERAL PURPOSE	20,000
ST VINCENT'S HEALTHCARE FOUNDATION 1106 NORTH 30TH STREET BILLINGS,MT59101	N/A	PUBLIC CHARITY	GENERAL PURPOSE	5,000
SCOTTISH RITE LANGUAGE CLINIC 1304 13TH STREET SOUTH GREAT FALLS,MT59405	N/A	PUBLIC CHARITY	GENERAL PURPOSE	8,000
WEILL CORNELL MEDICINE 1300 YORK AVENUE NEW YORK,NY10065	N/A	PUBLIC CHARITY	GENERAL PURPOSE	15,000
ACLU OF UTAH FOUNDATION 311 SOUTH STATE STREET SALT LAKE CITY,UT84111	N/A	PUBLIC CHARITY	GENERAL PURPOSE	800
ADOPT A NATIVE ELDER PROGRAM 328 WEST GREGSON AVENUE SALT LAKE CITY,UT84115	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,500
AMERICAN BOARD OF PSYCHOANALYSIS 501 SOUTH CHERRY STREET DENVER,CO80246	N/A	PUBLIC CHARITY	GENERAL PURPOSE	5,000
AMERICAN RED CROSS P O BOX 37839 BOONE,IA50037	N/A	PUBLIC CHARITY	GENERAL PURPOSE	10,000
AMERICAN RIVERS 1101 14TH STREET WASHINGTON,DC20005	N/A	PUBLIC CHARITY	GENERAL PURPOSE	3,500
AMNESTY INTERNATIONAL 311 WEST 43RD STREET NEW YORK,NY10036	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,200
ANIMAL RESCUE FUNDS OF THE HAMPTONS DANIELS HOLE ROAD WAINSCOTT,NY11975	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,500
ASPCA 424 EAST 92ND STREET NEW YORK,NY10128	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,000
BEST FRIENDS ANIMAL SANCTUARY 5001 ANGEL CANYON ROAD KANAB,UT84741	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,500
BEST FRIENDS OF UTAH 2005 SOUTH 1100 EAST SALT LAKE CITY,UT84106	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,000
BRIGHT EYES CARE & REHABILITATION P O BOX 1498 CHOTEAU,MT59422	N/A	PUBLIC CHARITY	GENERAL PURPOSE	900
CAMPAIGN FOR HUMAN RIGHTS 137 MONTAGUE STREET BROOKLYN,NY11201	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,500
CANYON CREEK FIRE DEPT P O BOX 464 CANYON CREEK,MT59633	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
CANYONLANDS FIELD INSTITUTE P O BOX 68 MOAB,UT84532	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,800
CENTER FOR LARGE LANDSCAPE CONSERVATION P O BOX 1587 BOZEMAN,MT59771	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,200
CITY HARVEST INC 150 52ND STREET BROOKLYN,NY11232	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,500
CITYMEALS-ON-WHEELS 355 LEXINGTON AVENUE NEW YORK,NY10017	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,500
CLARK FORK COALTION P O BOX 7593 MISSOULA,MT59807	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,600
CLASSICAL 89 (KBYU) BRIGHAM YOUNG UNIVERSITY PROVO,UT84602	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,500
COLORADO PUBLIC RADIO 7409 SOUTH ALTON COURT CENTENNIAL,CO80112	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,500
CONSERVATION FUND 1655 N FORT MEYER DRIVE ARLINGTON,VA22209	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,300
COUSEAU SOCIETY P O BOX 506 ETNA,NH03750	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,000
CRAZY MOUNTAIN MUSEUM P O BOX 83 BIG TIMBER,MT59011	N/A	PUBLIC CHARITY	GENERAL PURPOSE	250
CROSSROADS URBAN CENTER 347 SOUTH 400 EAST SALT LAKE CITY,UT84111	N/A	PUBLIC CHARITY	GENERAL PURPOSE	500
DEFENDERS OF WILDLIFE 1130 17TH STREET NW WASHINGTON,DC20036	N/A	PUBLIC CHARITY	GENERAL PURPOSE	4,500
DENVER BOTANIC GARDENS 909 YORK STREET DENVER,CO80205	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
DOCTORS WITHOUT BORDERS P O BOX 5030 HAGERSTOWN,MD21741	N/A	PUBLIC CHARITY	GENERAL PURPOSE	5,000
DUCKS UNLIMITED ONE WATERFRONT WAY MEMPHIS,TN38120	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,500
EARTHJUSTICE LEGAL DEFENSE FUND 50 CALIFORNIA STREET SAN FRANCISCO,CA94111	N/A	PUBLIC CHARITY	GENERAL PURPOSE	7,000
EARTHWATCH INSTITUTE 300 WASHINGTON STREET NEWTON,MA02458	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,800
EARTHWORKS 1612 K STREET NW WASHINGTON,DC20006	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,300
ECO-FLIGHT 307 ASPEN AIRPORT BUS CENTER ASPEN,CO81611	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,300
ECO-TRUST 1140 SE 7TH AVENUE PORTLAND,OR97214	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,500
ENVIRONMENTAL DEFENSE FUND 257 PARK AVENUE SOUTH NEW YORK,NY10010	N/A	PUBLIC CHARITY	GENERAL PURPOSE	4,000
EUTOPIA CAT SANCTUARY 8945 DOUGLAS CENTER HELENA,MT59602	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
EVERYTOWN FOR GUN SAFETY SUPPORT FUND P O BOX 3886 NEW YORK,NY10163	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
EXLPLORATION WORKS 995 CAROUSEL WAY HELENA,MT59601	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
FAMILY PROMISE OF SALT LAKE CITY 814 WEST 800 SOUTH SALT LAKE CITY,UT84104	N/A	PUBLIC CHARITY	GENERAL PURPOSE	400
FOOD BANK FOR NEW YORK CITY 39 BROADWAY NEW YORK,NY10006	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
FOUNDATION FOR ANIMALS P O BOX 389 HELENA,MT59624	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,500
FRIENDS OF THE GREAT SALT LAKE 150 SOUTH 600 EAST SALT LAKE CITY,UT84102	N/A	PUBLIC CHARITY	GENERAL PURPOSE	900
GARDEN CITY HARVEST 1657 RIVER ROAD MISSOULA,MT59801	N/A	PUBLIC CHARITY	GENERAL PURPOSE	500
GIFT 1201 N ORANGE STREET WILMINGTON,DE19801	N/A	PUBLIC CHARITY	GENERAL PURPOSE	5,000
GIRLS INC OF NEW YORK CITY 25 BROADWAY NEW YORK,NY10004	N/A	PUBLIC CHARITY	GENERAL PURPOSE	500
GLACIER INSTITUTE 320 NUCLEUS AVENUE COLUMBIA FALLS,MT59912	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,600
GLOBAL LINKS 700 TRUMBULL DRIVE PITTSBURGH,PA15215	N/A	PUBLIC CHARITY	GENERAL PURPOSE	900
GOD'S LOVE WE DELIVER 166 AVENUE OF THE AMERICAS NEW YORK,NY10013	N/A	PUBLIC CHARITY	GENERAL PURPOSE	10,000
GRAND STREET THEATRE 325 NORTH PARK AVENUE HELENA,MT59601	N/A	PUBLIC CHARITY	GENERAL PURPOSE	400
GREAT SALT LAKE AUDUBON P O BOX 520867 SALT LAKE CITY,UT84152	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
GREATER YELLOWSTONE COALITION 218 SOUTH WALLACE AVENUE BOZEMAN,MT59715	N/A	PUBLIC CHARITY	GENERAL PURPOSE	4,000
GREENPEACE 1300 EYE STREET NW WASHINGTON,DC20005	N/A	PUBLIC CHARITY	GENERAL PURPOSE	400
HAWK WATCH INTERNATIONAL 2240 SOUTH 900 EAST SALT LAKE CITY,UT84106	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
HEADWATERS ECONOMICS P O BOX 7059 BOZEMAN,MT59771	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,600
HEIFER INTERNATIONAL 1 WORLD AVENUE LITTLE ROCK,AR72202	N/A	PUBLIC CHARITY	GENERAL PURPOSE	500
HELENA CIVIC TELEVISION 1015 POPLAR STREET HELENA,MT59601	N/A	PUBLIC CHARITY	GENERAL PURPOSE	700
HIGH COUNTRY NEWS 119 GRAND AVENUE PAONIA,CO81428	N/A	PUBLIC CHARITY	GENERAL PURPOSE	800
HILLSIDE CEMETERY ASSOCIATION P O BOX 360 SCOTCH PLAINS,NJ07076	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,500
HISTROIC DISTRICTS COUNCIL 232 EAST 11TH STREET NEW YORK,NY10003	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,000
HUDSON VALLEY ANIMAL RESCUE & SANCTUARY 9 BARNES DRIVE POUGHKEEPSIE,NY12603	N/A	PUBLIC CHARITY	GENERAL PURPOSE	3,100
HUMANE SOCIETY HEART OF THE VALLEY P O BOX 1139 BOZEMAN,MT59719	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,500
HUMANE SOCIETY OF LEWIS & CLARK CO 2112 E CUSTER AVENUE HELENA,MT59601	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,500
HUMANE SOCIETY OF UTAH 4242 SOUTH 300 WEST MURRAY,UT84107	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,000
HUMANE SOCIETY OF THE UNITED STATES 1255 23RD STREET NW WASHINGTON,DC20037	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,500
INDIAN LAW RESOURCE CENTER 602 NORTH EWING STREET HELENA,MT59601	N/A	PUBLIC CHARITY	GENERAL PURPOSE	4,000
INTERNATIONAL RESCUE COMMITTEE 122 EAST 42ND STREET NEW YORK,NY10168	N/A	PUBLIC CHARITY	GENERAL PURPOSE	4,000
K U S M MONTANA STATE UNIVERSITY BOZEMAN,MT59717	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
PAUL KOSTER MEMORIAL BENEFIT 35 ROBIN HOOD LANE SOUTHAMPTON,NY11968	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
LDS CHARITIES 50 EAST NORTH TEMPLE SALT LAKE CITY,UT84150	N/A	PUBLIC CHARITY	GENERAL PURPOSE	4,500
LDS EARTH STEWARDSHIP P O BOX 1476 SALT LAKE CITY,UT84110	N/A	PUBLIC CHARITY	GENERAL PURPOSE	900
LAKE AGAWAM CONSERVANCY P O BIX 5019 SOUTHAMPTON,NY11969	N/A	PUBLIC CHARITY	GENERAL PURPOSE	5,000
THE LAND INSTITUTE 2440 EAST WATERWELL ROAD SALINA,KS67401	N/A	PUBLIC CHARITY	GENERAL PURPOSE	3,500
LAND TRUST ALLIANCE 120 HICKORY STREET MISSOULA,MT59807	N/A	PUBLIC CHARITY	GENERAL PURPOSE	3,000
LAND TRUST FOR THE MISSISSIPPI COASTAL PLAIN P O BOX 245 BILOXI,MS39530	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,000
LANDON'S LEGACY FOUNDATION P O BOX 80542 BILLINGS,MT59108	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,000
LIGHT HAWK P O BOX 2751 GRAND JUNCTION,CO81502	N/A	PUBLIC CHARITY	GENERAL PURPOSE	800
LIT WORLD 1115 BROADWAY NEW YORK,NY10010	N/A	PUBLIC CHARITY	GENERAL PURPOSE	5,000
MALABAR FARM FOUNDATION 4050 BROMFIELD ROAD LUCAS,OH44843	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,500
MANHATTAN INSTITUTE 52 VANDERBILT AVENUE NEW YORK,NY10017	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
MERLIN CCC P O BOX 1184 HELENA,MT59624	N/A	PUBLIC CHARITY	GENERAL PURPOSE	500
METROPOLITAN MUSEUM OF ART 1000 FIFTH AVENUE NEW YORK,NY10028	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,700
MONTANA AUDUBON SOCIETY P O BOX 595 HELENA,MT59624	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
MONTANA ENVIRONMENTAL INFORMATION CENTER P O BOX 1184 HELENA,MT59624	N/A	PUBLIC CHARITY	GENERAL PURPOSE	4,200
MONTANA HISTORICAL SOCIETY 225 NORTH ROBERTS HELENA,MT59620	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,300
MONTANA HORSE SANCTUARY P O BOX 551 STEVENSVILLE,MT59870	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
MONTANA LAND RELIANCE P O BOX 355 HELENA,MT59624	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,500
MONTANA PRO RODEO HALL AND WALL OF FAME P O BOX 930 BILLINGS,MT59103	N/A	PUBLIC CHARITY	GENERAL PURPOSE	3,000
MONTANA TROUT UNLIMITED P O BOX 7186 MISSOULA,MT59807	N/A	PUBLIC CHARITY	GENERAL PURPOSE	3,000
MUSEUM OF MODERN ART 11 WEST 53RD STREET NEW YORK,NY10019	N/A	PUBLIC CHARITY	GENERAL PURPOSE	600
NATIONAL CENTER FOR APPROPRIATE TECHNOLOGY P O BOX 3838 BUTTE,MT59702	N/A	PUBLIC CHARITY	GENERAL PURPOSE	800
NATURAL RESOURCES DEFENSE COUNCIL 40 WEST 20TH STREET NEW YORK,NY10011	N/A	PUBLIC CHARITY	GENERAL PURPOSE	6,000
THE NATURE CONSERVANCY MONTANA 32 S EWING STREET HELENA,MT59601	N/A	PUBLIC CHARITY	GENERAL PURPOSE	3,000
THE NATURE CONSERVANCY UTAH 559 EAST SOUTH TEMPLE SALT LAKE CITY,UT84102	N/A	PUBLIC CHARITY	GENERAL PURPOSE	3,000
NEW HYTES P O BOX 2928 NEW HAVEN,CT06515	N/A	PUBLIC CHARITY	GENERAL PURPOSE	500
NEW YORK ACADEMY OF ART 111 FRANKLIN STREET NEW YORK,NY10013	N/A	PUBLIC CHARITY	GENERAL PURPOSE	20,000
NEW YORK FOUNDATION FOR THE ARTS 29 WEST 38TH STREET NEW YORK,NY10018	N/A	PUBLIC CHARITY	GENERAL PURPOSE	20,000
NEW YORK PUBLIC LIBRARY 476 FIFTH AVENUE NEW YORK,NY10138	N/A	PUBLIC CHARITY	GENERAL PURPOSE	500
NORTH AMERICAN WOLF FOUNDATION P O BOX 921 IPSWICH,MA01938	N/A	PUBLIC CHARITY	GENERAL PURPOSE	400
NORTHERN PLAINS RESOURCE COUNCIL 220 SOUTH 27TH STREET BILLINGS,MT59101	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,700
OCEAN CONSERVANCY 1300 19TH STREET NW WASHINGTON,DC20036	N/A	PUBLIC CHARITY	GENERAL PURPOSE	3,500
OGDEN NATURE CENTER 966 WEST 12TH STREET OGDEN,UT84404	N/A	PUBLIC CHARITY	GENERAL PURPOSE	900
ONE MONTANA 280 W KAGY BOULEVARD BOZEMAN,MT59715	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,500
OWL RESEARCH INSTITUTE P O BOX 39 CHARLO,MT59824	N/A	PUBLIC CHARITY	GENERAL PURPOSE	400
PBS UTAH 101 SOUTH WASATCH DRIVE SALT LAKE CITY,UT84112	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
PACIFIC RIVERS NETWORK 1001 SE WATER AVENUE PORTLAND,OR97214	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,800
PARK COUNTY ENVIRONMENTAL COUNCIL 215 E LEWIS STREET LIVINGSTON,MT59047	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,000
564 PARK AVENUE PRESERVATION FOUNDATION 564 PARK AVENUE NEW YORK,NY10065	N/A	PUBLIC CHARITY	GENERAL PURPOSE	500
THE PARRISH ART MUSEUM 279 MONTAUK HIGHWAY WATER MILL,NY11976	N/A	PUBLIC CHARITY	GENERAL PURPOSE	200
PECONIC LAND TRUST P O BOX 1776 SOUTHAMPTON,NY11969	N/A	PUBLIC CHARITY	GENERAL PURPOSE	500
PEOPLE AND CARNIVORES P O BOX 6733 BOZEMAN,MT59771	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,000
PEREGRINE FUND 5668 WEST FLYING HAWK LANE BOISE,ID83709	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,500
POST-MORROW FOUNDATION P O BOX 204 BROOKHAVEN,NY11719	N/A	PUBLIC CHARITY	GENERAL PURPOSE	3,000
PRICKLY PEAR LAND TRUST 401 W LAWRENCE STREET HELENA,MT59624	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,600
RAPTOR VIEW P O BOX 4323 MISSOULA,MT59806	N/A	PUBLIC CHARITY	GENERAL PURPOSE	400
RESCUE MISSION OF SALT LAKE P O BOX 1227 SALT LAKE CITY,UT84110	N/A	PUBLIC CHARITY	GENERAL PURPOSE	300
ROCKY MOUNTAIN INSTITUTE 2490 JUNCTION PLACE BOULDER,CO80301	N/A	PUBLIC CHARITY	GENERAL PURPOSE	3,500
ROGERS MEMORIAL LIBRARY 91 COOPERS FARM ROAD SOUTHAMPTON,NY11968	N/A	PUBLIC CHARITY	GENERAL PURPOSE	250
SAGELAND COLLABORATIVE 824 SOUTH 400 WEST SALT LAKE CITY,UT84101	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,200
SAVE OUR CANYONS 3690 EAST FORT UNION BLVD COTTONWOOD HTS,UT84121	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,500
SAVE THE CHILDREN 501 KINGS HIGHWAY EAST FAIRFIELD,CT26825	N/A	PUBLIC CHARITY	GENERAL PURPOSE	4,000
SONORAN INSTITUTE 100 NORTH STONE AVENUE TUCSON,AZ85701	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
SOUTHAMPTON ARTS CENTER 25 JOBS LANE SOUTHAMPTON,NY11968	N/A	PUBLIC CHARITY	GENERAL PURPOSE	30,000
SOUTHAMPTON ASSOCIATION P O BOX 641 SOUTHAMPTON,NY11969	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,500
SOUTHAMPTON CULTURAL CENTER 2 POND LANE SOUTHAMPTON,NY11968	N/A	PUBLIC CHARITY	GENERAL PURPOSE	500
SOUTHAMPTON FRESH AIR HOME 36 BARKERS ISLAND ROAD SOUTHAMPTON,NY11968	N/A	PUBLIC CHARITY	GENERAL PURPOSE	5,000
SOUTHAMPTON GARDEN CLUB P O BOX 1161 SOUTHAMPTON,NY11969	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,500
SOUTHAMPTON HISTORY MUSEUM 17 MEETING HOUSE LANE SOUTHAMPTON,NY11968	N/A	PUBLIC CHARITY	GENERAL PURPOSE	750
SOUTHAMPTON VILLAGE AMBULANCE P O BOX 832 SOUTHAMPTON,NY11969	N/A	PUBLIC CHARITY	GENERAL PURPOSE	250
SOUTHAMPTON VILLAGE POLICE BENEVOLENT ASN P O BOX 759 SOUTHAMPTON,NY11969	N/A	PUBLIC CHARITY	GENERAL PURPOSE	250
SOUTHAMPTON VOL FIREMEN'S BENEVOLENT ASN P O BOX 499 SOUTHAMPTON,NY11969	N/A	PUBLIC CHARITY	GENERAL PURPOSE	250
SOUTHAMPTON YOUTH SERVICE 1370A MAJORS PATH SOUTHAMPTON,NY11968	N/A	PUBLIC CHARITY	GENERAL PURPOSE	250
SOUTHERN UTAH WILDERNESS ALLIANCE 425 EAST 100 SOUTH SALT LAKE CITY,UT84111	N/A	PUBLIC CHARITY	GENERAL PURPOSE	4,000
THE STEGNER CENTER 383 SOUTH UNIVERSITY STREET SALT LAKE CITY,UT84112	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
THE THREEPENNEY REVIEW P O BOX 9131 BERKELEY,CA94709	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
TRACY AVIARY 589 EAST 1300 SOUTH SALT LAKE CITY,UT84105	N/A	PUBLIC CHARITY	GENERAL PURPOSE	3,000
TRUMPETER SWAN SOCIETY 12615 COUNTY ROAD 9 PLYMOUTH,MN55441	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
TRUST FOR PUBLIC LANDS P O BOX 889336 LOS ANGELES,CA90088	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,200
TWO DOT COMMUNITY CLUB P O BOX 208 TWO DOT,MT59085	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,000
UNION OF CONCERNED SCIENTISTS TWO BRATTLE SQUARE CAMBRIDGE,MA02138	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,000
UNITED HELP UKRAINE 10306 EATON PLACE FAIRFAX,VA22030	N/A	PUBLIC CHARITY	GENERAL PURPOSE	4,600
UNITED WAY OF NORTHERN UTAH 2955 HARRISON BOULEVARD OGDEN,UT84403	N/A	PUBLIC CHARITY	GENERAL PURPOSE	3,000
UTAH FOOD BANK 3150 SOUTH 900 WEST SALT LAKE CITY,UT84119	N/A	PUBLIC CHARITY	GENERAL PURPOSE	5,000
UTAH OPEN LAND 1488 SOUTH MAIN STREET SALT LAKE CITY,UT84115	N/A	PUBLIC CHARITY	GENERAL PURPOSE	800
UTAH SYMPHONY AND OPERA 123 WEST SOUTH TEMPLE SALT LAKE CITY,UT84101	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
VILLAGE IMPROVEMENT ASSOC OF SOUTHAMPTON P O BOX 2273 SOUTHAMPTON,NY11969	N/A	PUBLIC CHARITY	GENERAL PURPOSE	250
THE VITAL GROUND FOUNDATION 20 FORT MISSOULA ROAD MISSOULA,MT59804	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,000
WESTERN BEAR FOUNDATION P O BOX 2044 CODY,WY82414	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,500
WESTERN RESOURCES ADVOCATES (COLORADO) 2260 BASELINE ROAD BOULDER,CO80302	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,600
WESTERN RESOURCES ADVOCATES (UTAH) 307 WEST 200 SOUTH SALT LAKE CITY,UT84101	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,500
WESTERN SUSTAINABILIY EXCHANGE P O BOX 1448 LIVINGSTON,MT59047	N/A	PUBLIC CHARITY	GENERAL PURPOSE	4,200
WESTERN WILDLIFE CONSERVANCY 1021 DOWNINGTON AVENUE SALT LAKE CITY,UT84105	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
WHEATLAND COUNTY COMMUNITY FOUNDATION P O BOX 733 HARLOWTON,MT59036	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,000
WHITNEY MUSUEM OF AMERICAN ART 99 GANSEVOORT STREET NEW YORK,NY10014	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,500
WILD MONTANA 80 SOUTH WARREN STREET HELENA,MT59601	N/A	PUBLIC CHARITY	GENERAL PURPOSE	3,000
WILDERNESS SOCIETY 1801 PENNSYLVANIA AVENUE NW WASHINGTON,DC20006	N/A	PUBLIC CHARITY	GENERAL PURPOSE	3,200
WILDLANDS NETWORK P O BOX 243 SALT LAKE CITY,UT84110	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,200
WILDLIFE CONSERVATION FUND 2300 SOUTHERN BLVD BRONX,NY10460	N/A	PUBLIC CHARITY	GENERAL PURPOSE	3,200
WILDLIFE REHABILITATION CENTER OF NORTHERN UTAH 1490 PARK BOULEVARD OGDEN,UT84401	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
WILDLIFE RESCUE FUNDEVELYN ALEXANDER 228 WEST MONTAUK HIGHWAY HAMPTON BAYS,NY11946	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,500
WOLF HAVEN INTERNATIONAL 3111 OFFUT LAKE ROAD SE TENINO,WA98589	N/A	PUBLIC CHARITY	GENERAL PURPOSE	400
WOLVERINE FOUNDATION P O BOX 703 BOZEMAN,MT59771	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
WOMEN'S PRISON ASSOCIATION 347 EAST 10TH STREET NEW YORK,NY10009	N/A	PUBLIC CHARITY	GENERAL PURPOSE	500
WORKS AND PROCESS (GUGGENHEIM MUSEUM) 155 EAST 44TH STREET NEW YORK,NY10017	N/A	PUBLIC CHARITY	GENERAL PURPOSE	20,000
WORLD WILDLIFE FUND 1250 24TH STREET NW WASHINGTON,DC20037	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,500
CHURCH OF THE HOLY TRINITY 213 WEST 82ND STREET NEW YORK,NY10024	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
CRESCENT AVENUE PRESBYTERIAN CHURCH 716 WACHUNG AVENUE PLAINFIELD,NJ07060	N/A	PUBLIC CHARITY	GENERAL PURPOSE	7,500
EBENEZER BAPTIST CHURCH 126 LEE AVENUE NEW BRUNSWICK,NJ08901	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
MARY IMMACULATE CHURCH 16 BROWNS LANE BELLPORT,NY11713	N/A	PUBLIC CHARITY	GENERAL PURPOSE	3,000
MELVILLE LUTHERN CHURCH MELVILLE ROAD MELVILLE,MT59055	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,000
ST ANDREW'S DUNE CHURCH P O BOX 1245 SOUTHAMPTON,NY11969	N/A	PUBLIC CHARITY	GENERAL PURPOSE	2,000
CANADIAN PARKS & WILDERNESS SOCIETY 100 GLOUCESTER STREET OTTAWA,ONTARIOK2P OA4 CA	N/A	PUBLIC CHARITY	GENERAL PURPOSE	3,500
THE NATURE CONSERVANCY CANADA 365 BLOOR STREET EAST TORONTO,ONTRIOM4W 3L4 CA	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,800
SAVE THE CEDAR LEAGUE 401-2120 WEST 2ND AVENUE VANCOUVER,BRITISH COLUMBIAV6K 1H6 CA	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,500
VALHALLA FOUNDATION FOR ECOLOGY 208 LAKTIN ROAD NEW DENVER,BRITISH COLUMBIAVOG 1S1 CA	N/A	PUBLIC CHARITY	GENERAL PURPOSE	1,500
YELLOWSTONE TO YUKON PROJECT 200-1350 RAILWAY AVENUE CANMORE,ALBERTAT1W 1P6 CA	N/A	PUBLIC CHARITY	GENERAL PURPOSE	3,000
Total ................................. 3a				599,600

	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	(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
4	Dividends and interest from securities...	326,775		326,775
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		345,126
b	Gross sales price for all assets on line 6a 2,527,209
7	Capital gain net income (from Part IV, line 2)...			345,126
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	671,901		671,901
13	Compensation of officers, directors, trustees, etc.	18,300		0	18,300
14	Other employee salaries and wages......	60,008		0	60,008
15	Pension plans, employee benefits.......	5,194		0	5,194
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	6,000	0	6,000
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	74,295	51,543	22,752
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	4,428	4,127	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	1,869	0	1,869
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	170,094		55,670	114,123
25	Contributions, gifts, grants paid.......	599,600			599,600
26	Total expenses and disbursements. Add lines 24 and 25	769,694		55,670	713,723
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-97,793
b	Net investment income (if negative, enter -0-)			616,231
c	Adjusted net income (if negative, enter -0-)...

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.............	368,327	299,651	299,651
	2	Savings and temporary cash investments.........
	3	Accounts receivable 189
		Less: allowance for doubtful accounts		189
	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
	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).......	7,931,117	List of Attached Documents: // Content 6,098,598	9,233,299
	c	Investments—corporate bonds (attach schedule).......	2,460,792	List of Attached Documents: // Content 3,356,919	3,194,191
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,005,274	List of Attached Documents: // Content 1,956,567	2,024,662
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	11,765,510	11,711,924	14,751,803
	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	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	11,765,510	11,711,924
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	0	0
	29	Total net assets or fund balances (see instructions).....	11,765,510	11,711,924
	30	Total liabilities and net assets/fund balances (see instructions).	11,765,510	11,711,924

(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
1 a	PUBLICLY TRADED SECURITIES	P
b	PUBLICLY TRADED SECURITIES	P
c	CAPITAL GAINS DIVIDENDS	P
d
e

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			124,479
b			121,375
c			99,272
d
e

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


(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

	(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7				714,613
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......			598,132
b Total for prior years:20 , 20, 20		0
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......
c From 2021......
d From 2022......
e From 2023......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 713,723
a Applied to 2023, but not more than line 2a			598,132
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.....				115,591
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 ..........				599,022
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....
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....
e Excess from 2024....

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

bApproved for future payment

Total ................................. 3b				0

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 ...........
4 Dividends and interest from securities ....			14	326,775
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	345,126
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		671,901	0

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.

Name of Bond	End of Year Book Value	End of Year Fair Market Value
86993.97 OW FIXED INCOME FUND	967,138	869,069
VANGUARD TTL BD MKT IDX-ADM	1,004,270	999,164
DODGE & COX INCOME-I	469,334	460,308
ISHARES 7-10 YEAR TREASURY B	424,356	397,627
PIMCO TOTAL RETURN FUND-INST	315,337	294,712
BLACKROCK HIGH YIELD-K	176,484	173,311

Name of Stock	End of Year Book Value	End of Year Fair Market Value
340.00 ALPHABET INC CLASS C	21,336	64,749
51.00 LIVE NATION ENTERTMNT INC	4,184	6,604
115.00 TAKE-2 INTERACTIVE	14,940	21,169
76.00 META PLATFORMS INC	14,473	44,498
8.00 O'REILLY AUTO INC NEW	8,620	9,486
55.00 LOWES COS INC	11,744	13,574
280.00 AMAZON.COM INC	18,734	61,429
2.00 AUTOZONE INC	5,089	6,404
70.00 HILTON WORLDWIDE HOLDINGS	6,923	17,301
6.00 POOL CORP	2,098	2,045
21.00 LVMH MOET HENNESSY VUITTON	12,299	13,864
8.00 MERCADOLIBRE INC	10,712	13,603
95.00 DOLLARAMA INC	2,792	9,259
50.00 WYNDHAM HOTELS & RESORTS	4,274	5,039
251.00 WALMART INC	12,286	22,677
330.00 ALIMENTATION COUCHE-TARD I	16,279	18,278
165.00 US FOODS HOLDING CORP	4,640	11,130
84.00 BJ'S WHOLESALE CLUB HOLDIN	5,145	7,505
15.00 COSTCO WHSL CORP NEW	7,298	13,744
22361.64 OW CREDIT INCOME FUND	223,159	175,315
18.00 SPDR S&P OIL & GAS EXPLORA	2,434	2,382
220.00 CONOCOPHILLIPS	15,384	21,817
420.00 SCHLUMBERGER LTD	22,432	16,102
33.00 SPDR S&P REGIONAL BK ETF	2,216	1,991
24.00 S&P GLOBAL INC.	6,722	11,952
130.00 JPMORGAN CHASE & CO	19,455	31,162
180.00 INTERCONTINENTAL EXCHG INC	19,551	26,821
115.00 NASDAQ INC.	3,810	8,890
640.00 BANK OF AMERICA CORP	18,946	28,128
36.00 MSCI INC	21,284	21,600
75.00 APOLLO GLOBAL MANAGEMENT I	11,456	12,387
125.00 FISERV INC	19,416	25,677
115.00 RYAN SPECIALTY HOLDNGS INC	5,284	7,378
292.00 BROOKFIELD CORPORATION	13,327	16,775
70.00 TRADEWEB MARKETS INC	4,660	9,164
154.00 VISA INC	17,167	48,670
24.00 WEX INC	3,265	4,207
90.00 DANAHER CORP	15,322	20,659
8.00 IDEXX LABS CORP	3,468	3,307
37.00 THERMO FISHER SCIENTIFIC	8,187	19,248
73.00 UNITEDHEALTH GROUP INC	25,743	36,927
21.00 MEDPACE HOLDINGS	6,294	6,976
33.00 MCKESSON CORP	17,972	18,807
70.00 COOPER COS INC/THE	4,599	6,435
71.00 CENCORA INC	12,678	15,952
338.00 AVANTOR INC	8,565	7,121
41.00 STERIS PLC	5,628	8,427
235.00 ASHTEAD GROUP	16,056	14,604
15.00 SAIA INC COM	4,295	6,835
280.00 TRANSUNION	18,889	25,958
28.00 NORTHROP GRUMMAN CORP	10,615	13,140
170.00 HOWMET AEROSPACE INC	5,891	18,592
40.00 CLEAN HARBORS INC	5,636	9,205
25.00 BUILDERS FIRSTSOURCE INC	4,996	3,573
26.00 OLD DOMINION FREIGHT	5,727	4,586
148.00 WILLSCOT HOLDINGS CORP	6,842	4,950
54.00 BOOZ ALLEN HAMILTON HLDGS	5,907	6,949
170.00 COPART INC	4,680	9,756
26.00 EQUIFAX INC	3,530	6,626
115.00 CORE & MAIN INC	5,194	5,854
31.00 EATON CORP PLC	4,427	10,287
17.00 CARLISLE COS	3,329	6,270
38.00 BWX TECHNOLOGIES INC	3,452	4,232
16.00 ASML HOLDING	7,664	11,281
42.00 NICE LTD ADR	7,530	7,133
540.00 NVIDIA CORP	14,284	72,516
5.00 CONSTELLATION SOFTWARE	13,272	15,441
40.00 ENTEGRIS INC	5,170	3,962
296.00 APPLE INC	13,188	74,124
63.00 APPLIED MATERIALS	10,695	10,245
5.00 ASM INTERNATIONAL NV	1,479	2,902
189.00 MICROSOFT CORP	12,014	79,663
190.00 FORTINET INC	13,330	17,951
213.00 MARVELL TECHNOLOGY INC	10,503	23,525
54.00 MOTOROLA SOLUTIONS INC	13,866	24,960
28.00 MANHATTAN ASSOCIATES INC	5,324	7,566
41.00 CDW CORP/DE	5,107	7,135
85.00 BROADCOM INC	13,808	19,706
361.00 CCC INTELLIGENT SOLUTIONS	4,193	4,234
51.00 KEYSIGHT TECHNOLOGIES INC	8,034	8,192
45.00 NXP SEMICONDUCTORS NV	11,230	9,353
44.00 GARTNER INC CL A	16,700	21,316
76071.96 OW LARGE CAP STRATEGIES FD	779,393	1,508,506
130.00 CRH PLC	9,170	12,027
68.00 CBRE GROUP INC	8,912	8,927
51.00 PROLOGIS INC	5,724	5,390
21.00 SBA COMMUNICATIONS CORP	4,487	4,279
31018.02 OW SMALL & MIDCAP STRAT FD	326,687	496,288
170.00 NEXTERA ENERGY INC	12,963	12,187
35.00 UTILITIES SELECT SECT SPDR	2,472	2,649
165.00 AMEREN CORP	11,708	14,708
FIDELITY 500 INDEX FUND	1,240,792	2,165,990
ISHARES CORE MSCI EMERGING	491,444	508,832
INVESCO QQQ TRUST SERIES 1	155,628	403,872
FIDELITY INTL INDX-INST PRM	269,650	294,860
ISHARES MSCI JAPAN ETF	179,107	223,846
ISHARES CORE S&P MIDCAP ETF	154,989	186,058
SPDR EURO STOXX 50 ETF	177,897	178,059
VANGUARD FTSE EUROPE ETF	153,421	161,150
ARTISAN INTL VAL-INST	135,454	141,514
INVESCO S&P 500 EQUAL WEIGHT	106,366	126,516
WISDOMTREE JAPAN HEDGED EQ	100,391	101,136
FINANCIAL SELECT SECTOR SPDR	85,529	97,240
JPMORGAN BETABUILDERS CANADA	72,435	78,849
VANECK GOLD MINERS ETF	80,413	76,331
VANECK SEMICONDUCTOR ETF	73,043	76,284
SPDR OIL & GAS EQUIP & SERV	75,092	71,975
SPDR S&P 500 ETF TRUST	13,005	56,264
ISHARES MSCI EUROPE FINANCIA	47,999	50,957
HEALTH CARE SELECT SECTOR	31,585	48,837
ISHARES MSCI UNITED KINGDOM	47,843	47,663
NVIDIA CORP	1,653	37,601
MICROSOFT CORP	1,551	36,671
APPLE INC	8,499	33,306
AMAZON.COM INC	2,225	26,985
CONSUMER DISCRETIONARY SELT	25,222	26,249
INDUSTRIAL SELECT SECT SPDR	25,124	23,849
META PLATFORMS INC-CLASS A	3,017	22,835
ALPHABET INC-CL C	1,395	18,663
MASTERCARD INC - A	974	14,744
UNITEDHEALTH GROUP INC	1,014	13,658
EXXON MOBIL CORP	8,213	11,295
BOOKING HOLDINGS INC	3,321	9,937
PROGRESSIVE CORP	4,552	9,345
SALESFORCE INC	7,746	9,027
WELLS FARGO & CO	3,651	8,640
MORGAN STANLEY	1,397	8,549
ABBVIE INC	3,251	8,174
MCDONALD'S CORP	6,562	8,117
FISERV INC	5,439	8,011
LINDE PLC	2,963	7,955
BROADCOM INC	7,602	7,419
BOSTON SCIENTIFIC CORP	1,688	7,324
THE SOUTHERN COMPANY	6,565	7,244
EATON CORP PLC	2,711	6,969
CONOCOPHILLIPS	3,807	6,942
BANK OF AMERICA CORP	1,214	6,856
TEXAS INSTRUMENTS INC	1,794	6,750
AMERICAN EXPRESS CO	2,176	6,529
BRISTOL-MYERS SQUIBB CO	6,057	6,165
MARTIN MARIETTA MATERIALS	4,622	5,682
ARTHUR J GALLAGHER & CO	2,795	5,677
COSTCO WHOLESALE CORP	2,930	5,498
PEPSICO INC	3,935	5,474
OTIS WORLDWIDE CORP	5,960	5,371
HILTON WORLDWIDE HOLDINGS IN	2,644	5,190
STRYKER CORP	4,138	5,041
NEXTERA ENERGY INC	2,923	5,018
WALT DISNEY CO/THE	5,175	5,011
NXP SEMICONDUCTORS NV	2,745	4,988
S&P GLOBAL INC	3,546	4,980
NORFOLK SOUTHERN CORP	2,529	4,929
INTUITIVE SURGICAL INC	2,563	4,698
ELI LILLY & CO	436	4,632
WASTE CONNECTIONS INC	1,185	4,118
TJX COMPANIES INC	2,673	3,987
INGERSOLL RAND INC	2,130	3,980
OLD DOMINION FREIGHT LINE	2,909	3,704
MONDELEZ INTERNATIONAL INC-A	2,197	3,703
THERMO FISHER SCIENTIFIC INC	3,196	3,642
HONEYWELL INTERNATIONAL INC	598	3,614
REGENERON PHARMACEUTICALS	2,539	3,562
LOWE'S COS INC	267	3,455
CADENCE DESIGN SYS INC	3,372	3,305
ASML HOLDING NV-NY REG SHS	1,541	2,772
MONSTER BEVERAGE CORP	2,211	2,628
SHERWIN-WILLIAMS CO/THE	2,710	2,380

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
NEUBERGER BERM LNG SHRT-INST	AT COST	417,710	492,832
BLACKSTONE ALT MULTI-STRAT-Y	AT COST	428,914	422,750
COHEN & STEERS RL EST-F	AT COST	409,097	385,995
PIMCO DYNAMIC BOND-INST	AT COST	185,575	179,408
ISHARES GOLD TRUST	AT COST	91,425	146,748
PIMCO COMMODITYPL STRAT-INS	AT COST	116,456	106,172
AMERICAN BEACON AHL MGD-R5	AT COST	98,508	86,850
K2 ALTERNATIVE STRAT-R6	AT COST	72,413	67,438
HASTINGS EQU FD III	AT COST	50,125	50,125
HASTINGS EQU FD III AIV-A	AT COST	86,344	86,344

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES	68,255	45,503		22,752
PARTNERSHIP EXPENSES	6,040	6,040		0

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
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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.)

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

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