TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

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

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

Name of foundation
Schwartz Foundation

Number and street (or P.O. box number if mail is not delivered to street address)5100 SW 10th Ave APT 100
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Topeka, KS66604

A Employer identification number

20-5280622

B Telephone number (see instructions)

(785) 272-5102

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

$6,941,169J 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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	201,785
2	Check .............
3	Interest on savings and temporary cash investments	23,358		23,358
4	Dividends and interest from securities...	102,054		102,054
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		268,915
b	Gross sales price for all assets on line 6a 783,453
7	Capital gain net income (from Part IV, line 2)...			268,915
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).......	List of Attached Documents: // Content	762,036	762,036
12	Total. Add lines 1 through 11........	1,358,148		1,156,363
13	Compensation of officers, directors, trustees, etc.	10,994		5,497
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	23,484	23,484
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	312	312
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	172,785	159,328
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	207,575		188,621	0
25	Contributions, gifts, grants paid.......	267,833			267,833
26	Total expenses and disbursements. Add lines 24 and 25	475,408		188,621	267,833
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	882,740
b	Net investment income (if negative, enter -0-)			967,742
c	Adjusted net income (if negative, enter -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.............	47,815	1,353,987	1,353,987
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	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).......
	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)..........	2,974,356	List of Attached Documents: // Content 5,027,296	5,027,296
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 2,773,275	List of Attached Documents: // Content 559,886	List of Attached Documents: // Content 559,886
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	5,795,446	6,941,169	6,941,169
	17	Accounts payable and accrued expenses..........		10,582
	18	Grants payable.................
	19	Deferred revenue.................	823,517	1,075,918
	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).........	823,517	1,086,500
		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........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	4,971,929	5,854,669
	29	Total net assets or fund balances (see instructions).....	4,971,929	5,854,669
	30	Total liabilities and net assets/fund balances (see instructions).	5,795,446	6,941,169

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

4,971,929

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

882,740

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

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

5,854,669

Decreases not included in line 2 (itemize) right arrow

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

5,854,669

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	217 shs Swatch GRP AG	P	2021-05-28	2024-01-24
b	9 shs Wolters Kluwer	P	2016-03-16	2024-01-31
c	3 shs Carrier Global Corp	P	2023-11-29	2025-02-22
d	1 shs Eaton Corp PLC	P	2023-11-29	2024-02-15
e	2 shs Eaton Corp PLC	P	2023-11-29	2024-02-22
	12 shs Masterbrand Inc	P	2023-11-29	2024-02-22
	4 shs Ferguson PLC New	P	2023-11-29	2024-02-15
	3 shs Ferguson PLC New	P	2023-11-29	2024-02-22
	8 shs Capital One Financial	P	2020-02-24	2024-02-07
	1 shs Capital One Financial	P	2020-02-25	2024-02-07
	4 shs Capital One Financial	P	2020-03-18	2024-02-07
	8 shs Carrier Global Corp	P	2020-04-16	2024-02-07
	1 shs Carrier Global Corp	P	2020-05-19	2024-02-07
	24 shs Carrier Global Corp	P	2020-05-19	2024-02-15
	8 shs Carrier Global Corp	P	2020-05-19	2024-02-22
	4 shs Eaton Corp PLC	P	2020-02-24	2024-02-07
	2 shs Eaton Corp PLC	P	2020-02-24	2024-02-13
	2 shs Eaton Corp PLC	P	2020-03-10	2024-02-13
	2 shs Eaton Corp PLC	P	2024-03-10	2024-02-15
	90 shs Masterbrand Inc	P	2022-12-16	2024-02-08
	13 shs Masterbrand Inc	P	2022-12-16	2024-02-15
	37 shs Masterbrand Inc	P	2022-12-23	2024-02-15
	21 shs Masterbrand Inc	P	2022-12-23	2024-02-22
	5 shs Ferguson PLC New	P	2020-02-24	2024-02-14
	5 shs Ferguson PLC New	P	2022-09-27	2024-02-14
	10 shs Eaton Corp PLC	P	2023-11-29	2024-03-04
	14 shs Ferguson PLC New	P	2023-11-29	2024-04-26
	2 shs SAP SE-Sponsored ADR	P	2020-02-24	2024-04-26
	15 shs Carrier Global Corp	P	2023-11-29	2024-05-07
	12 shs Carrier Global Corp	P	2023-11-29	2024-05-10
	25 shs Carrier Global Corp	P	2023-11-29	2024-05-17
	19 shs Amphenol COrp New	P	2021-08-03	2024-05-24
	9 shs Booz Allen Hamilton Holding Co	P	2022-03-07	2024-05-24
	6 shs Deere Co	P	2021-11-05	2024-05-24
	13 shs Johnson Johnson	P	2018-01-25	2024-05-24
	11 shs Johnson Johnson	P	2018-08-29	2024-05-24
	9 shs Johnson Johnson	P	2018-11-14	2024-05-24
	3 shs Johnson Johnson	P	2019-06-25	2024-05-24
	1 shs Owens Corning INC	P	2020-03-12	2024-05-10
	13 shs Relx PLC	P	2015-09-29	2024-05-24
	3 shs Relx PLC	P	2015-10-29	2024-05-24
	97 shs Thales SA Unspon	P	2022-03-10	2024-05-28
	10 shs Wells Fargo Co	P	2020-02-24	2024-05-20
	2 shs Wells Fargo Co	P	2020-02-25	2024-05-20
	14 shs Wells Fargo Co	P	2020-03-10	2024-05-20
	35 shs Wells Fargo Co	P	2020-08-26	2024-05-20
	1 shs Deere Co	P	2023-11-29	2024-05-24
	38 shs Toronto Dominion	P	2018-06-21	2024-06-20
	24 shs Toronto Dominion	P	2022-11-09	2024-06-20
	198 shs Masterbrand Inc	P	2023-11-29	2024-07-31
	2 shs Teck Resources LTD	P	2021-11-19	2024-07-08
	1 shs United Health Group	P	2020-02-24	2024-07-17
	43 shs Wells Fargo Co	P	2020-08-26	2024-09-05
	10 shs Wells Fargo Co	P	2021-09-08	2024-09-05
	39 shs Wells Fargo Co	P	2022-07-11	2024-09-05
	10 shs Alphabet Inc	P	2015-07-07	2024-08-15
	11 shs Alphabet Inc	P	2015-08-19	2024-08-15
	13 shs Lauder Estee Cos Inc	P	2022-11-04	2024-08-13
	14 shs Lauder Estee Co Inc	P	2023-05-30	2024-08-13
	2 shs United Health Group	P	2020-02-24	2024-08-14
	1 shs United Health Group	P	2020-02-25	2024-08-14
	2 shs United Health Group	P	2020-11-20	2024-08-14
	3 shs Wells Fargo Co	P	2023-11-29	2024-10-04
	61 shs Wells Fargo Co	P	2023-11-29	2024-10-30
	9 shs Alphabet Inc	P	2015-08-19	2024-10-18
	9 shs Alphabet Inc	P	2017-07-19	2024-10-18
	32 shs Amazon.com	P	2022-04-29	2024-10-03
	61 shs Merck KGAA	P	2020-02-12	2024-10-04
	25 shs Wells Fargo Co	P	2022-07-11	2024-10-04
	23 shs Wells Fargo Co	P	2022-08-12	2024-10-04
	17 shs Wells Fargo Co	P	2022-11-09	2024-10-04
	1 shs Alphabet Inc	P	2023-11-29	2024-11-21
	116 shs Wells Fargo Co	P	2023-11-29	2024-11-18
	11 shs Alphabet Inc	P	2017-07-19	2024-11-21
	20 shs Alphabet Inc	P	2020-02-24	2024-11-21
	203 shs Epiroc AktieBolag	P	2018-12-04	2024-11-21
	3 shs Owens Corning Inc	P	2020-03-12	2024-11-13
	8 shs Topbuild Corp	P	2021-05-11	2024-11-06
	3 shs Abbvie Inc	P	2023-12-15	2024-12-03
	2 shs Abbvie Inc	P	2024-11-13	2024-12-03
	4 shs Airbnb Inc	P	2024-11-27	2024-12-03
	15 shs Alexandria Real Estate	P	2024-11-27	2024-12-03
	3 shs Alexandria Real Estate	P	2024-11-20	2024-12-03
	3 shs Amgen Inc	P	2024-11-27	2024-12-03
	1 shs Amgen Inc	P	2024-04-18	2024-12-03
	2 shs Amgen Inc	P	2024-04-29	2024-12-03
	3 shs Ares Mgmt Corp	P	2024-08-06	2024-12-03
	2 shs Ares Mgmt Corp	P	2024-08-14	2024-12-03
	3 shs Ares Mgmt Corp	P	2024-08-20	2024-12-03
	2 shs Ares Mgmt Corp	P	2024-09-03	2024-12-03
	3 shs Ares Mgmt Corp	P	2024-09-10	2024-12-03
	2 shs Ares Mgmt Corp	P	2024-09-17	2024-12-03
	1 shs Ares Mgmt Corp	P	2024-10-22	2024-12-03
	1 shs Ares Mgmt Corp	P	2024-11-08	2024-12-03
	3 shs Ares Mgmt Corp	P	2024-11-12	2024-12-03
	5 shs Bank Montreal Quebec	P	2024-10-01	2024-12-03
	6 shs Bank Montreal Quebec	P	2024-10-10	2024-12-03
	5 shs Bank Montreal Quebec	P	2024-10-23	2024-12-03
	7 shs Bristol Myers Squibb	P	2024-01-18	2024-12-03
	14 shs Bristol Myers Squibb	P	2024-06-10	2024-12-03
	18 shs Bristol Myers Squibb	P	2024-03-08	2024-12-03
	11 shs Bristol Myers Squibb	P	2024-04-18	2024-12-03
	2 shs Bristol Myers Squibb	P	2024-06-10	2024-12-03
	8 shs Bristol Myers Squibb	P	2024-09-24	2024-12-03
	2 shs Builders Firstsource Inc	P	2024-04-23	2024-12-03
	2 shs Builders Firstsource Inc	P	2024-06-25	2024-12-03
	1 shs Builders FirstSource	P	2024-11-27	2024-12-03
	1 shs Builders FirstSource	P	2024-06-25	2024-12-03
	2 shs Builders Firstsource Inc	P	2024-07-12	2024-12-03
	1 shs Builders FirstSource	P	2024-08-14	2024-12-03
	1 shs Builders FirstSource	P	2024-11-27	2024-12-03
	2 shs Builders Firstsource Inc	P	2024-11-19	2024-12-03
	1 shs Servicenow Inc	P	2024-03-04	2024-12-03
	1 shs Servicenow Inc	P	2024-05-03	2024-12-03
	3 shs Chevron Corp	P	2024-01-10	2024-12-03
	3 shs Chevron Corp	P	2024-04-18	2024-12-03
	2 shs Chevron Corp	P	2024-11-27	2024-12-03
	3 shs Chevron Corp	P	2024-10-10	2024-12-03
	3 shs Chevron Corp	P	2024-11-13	2024-12-03
	5 shs Chipotle Mexican Grill	P	2024-10-18	2024-12-03
	8 shs Chipotle Mexican Grill	P	2024-10-22	2024-12-03
	6 shs Chipotle Mexican Grill	P	2024-10-30	2024-12-03
	7 shs Chipotle Mexican Grill	P	2024-11-08	2024-12-03
	10 shs Chipotle Mexican Grill	P	2024-11-12	2024-12-03
	3 shs Chipotle Mexican Grill	P	2024-11-19	2024-12-03
	3 shs Clean Harbors Inc	P	2024-06-26	2024-12-03
	1 shs Clean Harbors Inc	P	2024-07-02	2024-12-03
	1 shs Clean Harbors Inc	P	2024-09-10	2024-12-03
	6 shs Charles River lab	P	2024-11-27	2024-12-03
	7 shs Docusign Inc	P	2024-06-11	2024-12-03
	12 shs Docusign Inc	P	2024-11-27	2024-12-03
	10 shs Ishares MBS	P	2024-11-20	2024-12-03
	1 shs Elf Beauty Supply	P	2024-01-31	2024-12-03
	1 shs Elf Beauty Supply	P	2024-03-12	2024-12-03
	1 shs Elf Beauty Supply	P	2024-03-20	2024-12-03
	2 shs Elf Beauty Supply	P	2024-04-02	2024-12-03
	1 shs Elf Beauty Supply	P	2024-04-09	2024-12-03
	2 shs Elf Beauty Supply	P	2024-05-03	2024-12-03
	2 shs Elf Beauty Supply	P	2024-06-11	2024-12-03
	1 shs Elf Beauty Supply	P	2024-07-11	2024-12-03
	1 shs Elf Beauty Supply	P	2024-07-16	2024-12-03
	2 shs Elf Beauty Supply	P	2024-08-20	2024-12-03
	2 shs Elf Beauty Supply	P	2024-11-08	2024-12-03
	1 shs Elf Beauty Supply	P	2024-11-12	2024-12-03
	9 shs Exxon Mobil Corp	P	2024-11-27	2024-12-03
	4 shs Freeport-Mcmoran Inc	P	2024-11-27	2024-12-03
	5 shs Gilead Sciences Inc	P	2024-01-10	2024-12-03
	14 shs Gilead Sciences Inc	P	2024-03-08	2024-12-03
	8 shs Gilead Sciences Inc	P	2024-05-07	2024-12-03
	3 shs Gilead Sciences Inc	P	2024-08-23	2024-12-03
	4 shs Grainger W W Inc	P	2024-01-30	2024-12-03
	15 shs Ionis Pharmaceuticals	P	2024-11-27	2024-12-03
	3 shs Idexx lab Inc	P	2024-05-08	2024-12-03
	1 shs Idexx Lab Inc	P	2024-06-18	2024-12-03
	1 shs Insulet Corp	P	2024-07-26	2024-12-03
	2 shs Insulet Corp	P	2024-11-27	2024-12-03
	5 shs Ishares 7-10 yr treasury	P	2024-11-20	2024-12-03
	323 shs Ishares short term	P	2024-11-27	2024-12-03
	8 shs Ishares short term	P	2024-11-20	2024-12-03
	11 shs Johnson Johnson	P	2024-11-27	2024-12-03
	3 shs Johnson Johnson	P	2024-11-13	2024-12-03
	3 shs Johnson Johnson	P	2024-11-20	2024-12-03
	3 shs MSCI Inc	P	2024-08-15	2024-12-03
	1 shs MSCI Inc	P	2024-09-24	2024-12-03
	24 shs Kenvue Inc	P	2023-12-15	2024-12-03
	20 shs Kenvue Inc	P	2024-01-10	2024-12-03
	4 shs Liberty Media Corp	P	2024-05-28	2024-12-03
	3 shs Liberity Media Corp	P	2024-06-27	2024-12-03
	30 shs Lyondellbasell	P	2024-11-27	2024-12-03
	6 shs Mongodb Inc	P	2024-11-27	2024-12-03
	1 shs Morgan Stanely Co	P	2024-07-24	2024-12-03
	6 shs Morgan Stanely Co	P	2024-08-13	2024-12-03
	4 shs Morgan Stanely Co	P	2024-09-11	2024-12-03
	4 shs Morgan Stanely Co	P	2024-10-01	2024-12-03
	4 shs TKO Group Hldgs Inc	P	2024-03-20	2024-12-03
	4 shs TKO Group Hldgs Inc	P	2024-05-03	2024-12-03
	2 shs TKO Group Hldgs Inc	P	2024-09-17	2024-12-03
	5 shs Old Dominion Freight	P	2024-03-04	2024-12-03
	2 shs Old Dominion Freight	P	2024-07-02	2024-12-03
	1 shs Old Dominion Freight	P	2024-07-23	2024-12-03
	1 shs Old Dominion Freight	P	2024-04-02	2024-12-03
	2 shs Old Dominion Freight	P	2024-04-17	2024-12-03
	1 shs Old Dominion Freight	P	2024-04-25	2024-12-03
	2 shs Old Dominion Freight	P	2024-05-03	2024-12-03
	1 shs Old Dominion Freight	P	2024-09-10	2024-12-03
	1 shs Old Dominion Freight	P	2024-10-08	2024-12-03
	1 shs Old Dominion Freight	P	2024-11-19	2024-12-03
	3 shs Paychex Inc	P	2024-07-24	2024-12-03
	4 shs Paychex Inc	P	2024-08-23	2024-12-03
	3 shs Paychex Inc	P	2024-09-11	2024-12-03
	12 shs Pepsico Inc	P	2024-11-27	2024-12-03
	72 shs Pfizer Inc	P	2024-11-27	2024-12-03
	11 shs Pinterest Inc	P	2024-02-15	2024-12-03
	10 shs Pinterest Inc	P	2024-07-02	2024-12-03
	6 shs Pinterest Inc	P	2024-07-16	2024-12-03
	4 shs Pinterest Inc	P	2024-07-19	2024-12-03
	8 shs Pinterest Inc	P	2024-07-19	2024-12-03
	12 shs Pinterest Inc	P	2024-08-06	2024-12-03
	2 shs Pinterest Inc	P	2024-09-24	2024-12-03
	4 shs Prologis Inc	P	2024-06-10	2024-12-03
	12 shs Prologis Inc	P	2024-11-27	2024-12-03
	5 shs Prologis Inc	P	2024-11-13	2024-12-03
	22 shs Paylocity Holding Corp	P	2023-12-07	2024-12-03
	12 shs Realty Income Corp	P	2024-11-27	2024-12-03
	11 shs Realty income Corp	P	2024-03-26	2024-12-03
	10 shs Realty Income Corp	P	2024-04-18	2024-12-03
	7 shs Realty Income Corp	P	2024-04-29	2024-12-03
	3 shs Salesforce Inc	P	2024-06-20	2024-12-13
	43 shs Sanofi ADR	P	2024-11-27	2024-12-03
	12 shs Sanofi ADR	P	2024-04-18	2024-12-03
	9 shs Shopify Inc	P	2024-06-25	2024-12-03
	6 shs Shopify Inc	P	2024-06-27	2024-12-03
	2 shs Shopify Inc	P	2024-07-02	2024-12-03
	3 shs Shopify Inc	P	2024-07-16	2024-12-03
	4 shs Shopify Inc	P	2024-07-23	2024-12-03
	3 shs Shopify Inc	P	2024-09-10	2024-12-03
	3 shs Shopify Inc	P	2024-10-08	2024-12-03
	5 shs Starbucks Corp	P	2024-09-17	2024-12-03
	4 shs TJX COS Inc	P	2023-12-07	2024-12-03
	4 shs TJX COS Inc	P	2024-01-16	2024-12-03
	2 shs TJX COS Inc	P	2024-04-17	2024-12-03
	5 shs TJX COS Inc	P	2024-04-23	2024-12-03
	2 shs TJX COS Inc	P	2024-05-03	2024-12-03
	3 shs TJX COS Inc	P	2024-10-08	2024-12-03
	9 shs Totalenergies SE	P	2024-11-27	2024-12-03
	2 shs Tractor Supply Co	P	2024-02-27	2024-12-03
	2 shs Tractor Supply Co	P	2024-04-17	2024-12-03
	1 shs Tractor Supply Co	P	2024-05-06	2024-12-03
	1 shs Tractor Supply Co	P	2024-06-11	2024-12-03
	1 shs Tractor Supply Co	P	2024-07-16	2024-12-03
	1 shs Tractor Supply Co	P	2024-07-23	2024-12-03
	1 shs Tractor Supply Co	P	2024-08-20	2024-12-03
	11 shs Truist Finl Corp	P	2024-11-27	2024-12-03
	10 shs United Parcel Service	P	2024-11-27	2024-12-03
	10 shs Vanguard Short Term	P	2024-11-20	2024-12-03
	158 Vanguard Short Term	P	2024-11-27	2024-12-03
	68 shs Verison Communications	P	2024-11-27	2024-12-03
	11 shs Vertiv Holdings LLC	P	2024-06-18	2024-12-03
	5 shs Vertiv Holdings LLC	P	2024-06-27	2024-12-03
	2 shs Vertiv Holdings LLC	P	2024-07-02	2024-12-03
	1 shs Vertiv Holdings LLC	P	2024-07-09	2024-12-03
	4 shs Vertiv Holdings LLC	P	2024-07-11	2024-12-03
	2 shs Vertiv Holdings LLC	P	2024-07-19	2024-12-03
	4 shs Vertiv Holdings LLC	P	2024-07-24	2024-12-03
	4 shs Vertiv Holdings LLC	P	2024-07-29	2024-12-03
	3 shs Vertiv Holdings LLC	P	2024-08-06	2024-12-03
	5 shs WEC Energy Group Inc	P	2024-07-24	2024-12-03
	6 shs WEC Energy Group Inc	P	2024-08-13	2024-12-03
	12 shs Xcel Energy Inc	P	2024-06-10	2024-12-03
	8 shs Xcel Energy Inc	P	2024-04-29	2024-12-03
	10 shs Xcel Energy Inc	P	2024-05-07	2024-12-03
	6 shs Abbvie Inc	P	2022-08-30	2024-12-03
	6 shs Abbvie Inc	P	2023-11-29	2024-12-03
	4 shs ATT Inc	P	2022-07-01	2024-12-03
	44 shs ATT Inc	P	2023-04-05	2024-12-03
	38 shs ATT Inc	P	2023-04-14	2024-12-03
	4 shs Accenture PLC Ireland	P	2016-06-17	2024-12-13
	1 shs Airbnb	P	2022-05-18	2024-12-03
	2 shs Airbnb	P	2023-11-29	2024-12-03
	3 shs Airbnb	P	2022-07-14	2024-12-03
	5 shs Airbnb	P	2022-09-21	2024-12-03
	3 shs Airbnb	P	2022-11-02	2024-12-03
	4 shs Airbnb	P	2023-05-31	2024-12-03
	3 shs Airbnb	P	2023-11-29	2024-12-03
	41 shs Amcor PLC	P	2022-08-16	2024-12-03
	66 shs Amcor PLC	P	2023-02-22	2024-12-03
	4 shs American Electric Power Inc	P	2023-01-30	2024-12-03
	8 shs American Electric Power	P	2023-02-22	2024-12-03
	8 shs American Electric Power	P	2023-05-08	2024-12-03
	1 shs Amgen Inc	P	2023-05-08	2024-12-03
	12 shs Autodesk Inc	P	2015-01-29	2024-12-03
	10 shs Autodesk Inc	P	2015-07-10	2024-12-03
	1 shs Autodesk Inc	P	2021-03-22	2024-12-03
	7 shs Autodesk Inc	P	2023-11-29	2024-12-03
	3 shs BCE Inc	P	2021-12-28	2024-12-03
	16 shs BCE Inc	P	2022-11-01	2024-12-03
	1 shs Biogen Inc	P	2021-03-22	2024-12-03
	2 shs Biogen Inc	P	2023-11-29	2024-12-03
	1 shs Servicenow Inc	P	2023-09-26	2024-12-03
	1 shs Servicenow Inc	P	2023-10-24	2024-12-03
	9 shs CDN Imperial BK Commrc	P	2023-02-22	2024-12-03
	11 shs CDN Imperial BK Commrc	P	2023-06-16	2024-12-03
	1 shs Chevron Corp	P	2023-07-22	2024-12-03
	6 shs Chevron Corp	P	2023-07-20	2024-12-03
	8 shs Cintas Corp	P	2023-10-06	2024-12-03
	4 shs Cintas Corp	P	2023-11-29	2024-12-03
	2 shs Charles River Lab	P	2023-11-29	2024-12-03
	31 shs Comcast Corp	P	2023-11-29	2024-12-03
	1 shs Crowdstrike Hldgs Inc	P	2022-01-13	2024-12-03
	8 shs Crowdstrike Hldgs Inc	P	2022-05-18	2024-12-03
	1 shs Crowdstrike Hldgs Inc	P	2022-07-08	2024-12-03
	2 shs Crowdstrike Hldgs Inc	P	2022-09-12	2024-12-03
	7 shs Crowdstrike Hldgs Inc	P	2022-10-21	2024-12-03
	5 shs Crowdstrike Hldgs Inc	P	2022-11-15	2024-12-03
	8 shs Docusign Inc	P	2022-08-30	2024-12-03
	3 shs Docusign Inc	P	2023-11-29	2024-12-03
	17 shs Dolby Lab Inc	P	2022-08-30	2024-12-03
	7 shs Dolby Lab Inc	P	2023-11-29	2024-12-03
	14 shs Doximity Inc	P	2022-05-18	2024-12-03
	12 shs Doximity Inc	P	2022-08-30	2024-12-03
	10 shs Doximity Inc	P	2023-02-15	2024-12-03
	8 shs Doximity Inc	P	2023-11-29	2024-12-03
	1 shs Duke Energy Corp	P	2021-12-28	2024-12-03
	11 shs Duke Energy Corp	P	2022-11-15	2024-12-03
	9 shs Duke Energy Corp	P	2023-05-08	2024-12-03
	125 shs Ishares MBS	P	2022-07-26	2024-12-03
	24 shs Enbridge Inc	P	2020-09-28	2024-12-03
	17 shs Enbridge Inc	P	2021-01-15	2024-12-03
	15 shs Enbridge Inc	P	2021-02-03	2024-12-03
	6 shs Enbridge Inc	P	2021-12-28	2024-12-03
	20 shs Enbridge Inc	P	2022-03-14	2024-12-03
	4 shs Entergy Corp	P	2023-02-14	2024-12-03
	7 shs Entergy Corp	P	2023-02-22	2024-12-03
	48 shs Freeport-McMoran Inc	P	2016-09-12	2024-12-03
	2 shs Freeport-McMoran Inc	P	2021-03-22	2024-12-03
	19 shs Freeport-McMoran Inc	P	2023-11-29	2024-12-03
	4 shs Gilead Sciences Inc	P	2022-04-04	2024-12-03
	4 shs Gilead Sciences Inc	P	2023-09-11	2024-12-03
	1 shs Hubspot Inc	P	2021-12-15	2024-12-03
	3 shs Hubspot Inc	P	2022-01-06	2024-12-03
	1 shs Hubspot Inc	P	2022-02-23	2024-12-03
	2 shs Hubspot Inc	P	2022-04-14	2024-12-03
	2 shs Hubspot Inc	P	2022-06-09	2024-12-03
	1 shs Hubspot Inc	P	2022-07-14	2024-12-03
	1 shs Hubspot Inc	P	2023-11-29	2024-12-03
	54 shs Huntington Bancshres Inc	P	2018-04-04	2024-12-03
	12 shs Huntington Bancshres Inc	P	2018-12-04	2024-12-03
	5 shs Huntington Bancshres Inc	P	2021-12-28	2024-12-03
	62 shs Huntington Bancshres Inc	P	2022-09-16	2024-12-03
	9 shs Ionis Pharmaceuticals Inc	P	2016-11-04	2024-12-03
	3 shs Insulet Corp	P	2022-01-13	2024-12-03
	2 shs Insulet Corp	P	2022-01-27	2024-12-03
	1 shs Insulet Corp	P	2022-06-09	2024-12-03
	1 shs Insulet Corp	P	2023-11-29	2024-12-03
	32 shs Intel Corp	P	2020-02-24	2024-12-04
	3 shs Intel Corp	P	2020-08-13	2024-12-04
	6 shs Intel Corp	P	2021-07-23	2024-12-04
	9 shs Intel Corp	P	2021-11-10	2024-12-04
	8 shs Intel Corp	P	2023-01-27	2024-12-04
	55 shs Intel Corp	P	2023-11-29	2024-12-04
	6 shs Intercontinental Exch	P	2015-01-29	2024-12-16
	43 shs Ishares 7-10 yr treasury bonds	P	2023-03-29	2024-12-03
	12 shs ishares short term	P	2022-07-26	2024-12-03
	3 shs Johnson Ctls Intl	P	2020-03-18	2024-12-18
	1 shs Johnson Ctls Intl	P	2020-05-19	2024-12-18
	26 shs Johnson Ctls Intl	P	2019-08-13	2024-12-18
	4 shs Kenvue Inc	P	2023-10-18	2024-12-03
	25 shs Kenvue Inc	P	2023-11-20	2024-12-03
	2 shs Liberty Media Corp	P	2015-01-29	2024-12-03
	5 shs Liberty Media Corp	P	2022-09-12	2024-12-03
	3 shs Liberty Media Corp	P	2023-05-12	2024-12-03
	3 shs Liberty Media Corp	P	2023-07-25	2024-12-03
	2 shs Liberty Media Corp	P	2023-08-15	2024-12-03
	5 shs Liberty Media Corp	P	2023-11-29	2024-12-03
	1 shs Liberty Mediacorp	P	2022-08-30	2024-12-03
	2 shs Liberty Mediacorp	P	2023-11-19	2024-12-03
	3.974 shs L3harris Technologies inc	P	2015-01-29	2024-12-03
	9.026shs L3harris Technologies inc	P	2015-06-15	2024-12-03
	1 shs L3harris Technologies inc	P	2021-03-22	2024-12-03
	5 shs L3harris Technologies inc	P	2023-11-20	2024-12-03
	26 shs National Grid	P	2020-09-28	2024-12-03
	2 shs National Grid	P	2021-12-28	2024-12-03
	12 shs National Grid	P	2023-05-12	2024-12-03
	6 shs National Grid	P	2023-11-20	2024-12-03
	1 shs TKO Group Hldgs Inc	P	2023-08-15	2024-12-03
	2 shs TKO Group Hldgs Inc	P	2023-09-01	2024-12-03
	3 shs TKO Group Hldgs Inc	P	2023-06-14	2024-12-03
	2 shs TKO Group Hldgs Inc	P	2023-10-03	2024-12-03
	3 shs TKO Group Hldgs Inc	P	2023-11-29	2024-12-03
	42 shs PPL Corp	P	2020-09-28	2024-12-03
	2 shs PPL Corp	P	2021-12-28	2024-12-03
	5 shs PNC Financial Services	P	2022-05-25	2024-12-03
	6 shs PNC Financial Services	P	2022-07-01	2024-12-03
	5 shs PNC Financial Services	P	2023-01-09	2024-12-03
	30 shs Broadcom Inc	P	2020-03-19	2024-12-03
	10 shs Broadcom Inc	P	2021-03-22	2024-12-03
	30 shs Broadcom Inc	P	2023-11-29	2024-12-03
	14 shs Philip Morris Intl Inc	P	2020-09-28	2024-12-03
	8 shs Philip Morris Intl Inc	P	2022-08-16	2024-12-03
	14 shs Pinterest	P	2023-04-28	2024-12-03
	4 shs Pinterest	P	2023-05-05	2024-12-03
	3 shs Pinterest	P	2023-08-29	2024-12-03
	16 shs Pinterest	P	2023-06-06	2024-12-03
	12 shs Pinterest	P	2023-06-14	2024-12-03
	3 shs Pinterest	P	2023-08-29	2024-12-03
	17 shs Pinterest	P	2023-11-29	2024-12-03
	1 shs Paylocity Holding Corp	P	2023-10-31	2024-12-03
	2 shs Paylocity Holding Corp	P	2023-11-29	2024-12-03
	4 shs Snowflake Inc	P	2022-07-14	2024-12-03
	6 shs Snowflake Inc	P	2022-10-11	2024-12-03
	5 shs Snowflake Inc	P	2022-11-09	2024-12-03
	4 shs Snowflake Inc	P	2023-11-29	2024-12-03
	3 shs Sanofi	P	2023-02-22	2024-12-03
	3 shs Seagate Technology	P	2020-03-12	2024-12-03
	3 shs Seagate Technology	P	2021-03-22	2024-12-03
	7 shs Seagate Technology	P	2023-11-29	2024-12-03
	3 shs Southern Company	P	2020-10-23	2024-12-03
	2 shs Southern Company	P	2021-12-28	2024-12-03
	14 shs Southern Company	P	2022-11-15	2024-12-03
	7 shs Starbucks Corp	P	2023-06-28	2024-12-03
	4 shs Starbucks Corp	P	2023-08-15	2024-12-03
	8 shs Starbucks Corp	P	2023-11-29	2024-12-03
	2 shs TC Energy Corp	P	2020-09-28	2024-12-03
	1 shs TC Energy Corp	P	2021-12-28	2024-12-03
	18 shs TC Energy Corp	P	2022-12-02	2024-12-03
	17 shs TC Energy Corp	P	2023-02-22	2024-12-03
	17 shs TC Energy Corp	P	2023-04-14	2024-12-03
	5 shs TJX COS Inc	P	2023-06-21	2024-12-03
	2 shs TJX COS Inc	P	2023-06-27	2024-12-03
	5 shs TJX COS Inc	P	2023-07-25	2024-12-03
	5 shs TJX COS Inc	P	2023-08-15	2024-12-03
	8 shs TJX COS Inc	P	2023-11-29	2024-12-03
	1 shs Taiwan Semiconductor	P	2015-07-07	2024-12-13
	14 shs TE Connectivity PLC	P	2015-01-29	2024-12-03
	8 shs TE Connectivity PLC	P	2015-06-15	2024-12-03
	6 shs TE Connectivity PLC	P	2015-07-22	2024-12-03
	1 shs TE Connectivity PLC	P	2021-03-22	2024-12-03
	8 shs TE Connectivity PLC	P	2022-07-08	2024-12-03
	15 shs TE Connectivity PLC	P	2023-11-29	2024-12-03
	17 shs Totalenergies	P	2022-04-04	2024-12-03
	23 shs Totalenergies	P	2022-04-27	2024-12-03
	18 shs Truist Final Corp	P	2022-06-14	2024-12-03
	22 shs Truist Final Corp	P	2023-03-06	2024-12-03
	1 shs UnitedHealth Group Inc	P	2015-01-29	2024-12-04
	22 shs Verizon Communications	P	2022-10-05	2024-12-03
	15 shs Vertex Pharmaceuticals	P	2021-02-22	2024-12-03
	2 shs Vertex Pharmaceuticals	P	2021-03-22	2024-12-03
	7 shs Vertex Pharmaceuticals	P	2023-11-29	2024-12-03
	13 shs Western Digital Corp	P	2019-11-20	2024-12-03
	4 shs Western Digital Corp	P	2023-11-29	2024-12-03
	2 shs Western Digital Corp	P	2021-03-22	2024-12-03
	2 shs Western Digital Corp	P	2023-11-29	2024-12-03
	21 shs Williams Companies	P	2022-01-20	2024-12-03
	5 shs Xcel Energy Inc	P	2023-10-18	2024-12-03
	8 shs Xcel Energy Inc	P	2023-11-20	2024-12-03
	65 shs Intel Corp	P	2024-04-26	2024-12-04
	52.757 shs C Vanguard	P	2023-03-13	2024-02-09
	32.02 shs C of Vanguard	P	2023-03-13	2024-02-20
	416.667 shs C of JPMorgan	P	2024-02-13	2024-04-15
	572.913 shs C of Goldman Sachs Mid Cap	P	2022-02-11	2024-01-25
	347.871 shs C of Goldman Sachs Mid Cap	P	2019-01-24	2024-01-25
	590.667 shs C of Goldman Sachs Mid Cap	P	2020-04-13	2024-01-25
	42.98 shs C Vangruard Small Cap	P	2019-01-24	2024-01-30
	22.594 shs C Vangruard Small Cap	P	2017-09-20	2024-01-30
	118.544 shs C Vangruard Small Cap	P	2015-07-20	2024-01-30
	19.403 shs C Vangruard Small Cap	P	2020-04-13	2024-02-09
	951.019 shs C of JPMorgan Global Bond	P	2017-09-20	2024-04-15
	604.23 shs C of JPMorgan Emerging Market	P	2023-02-17	2024-04-15
	508.771 shs C of JPMorgan Global Bond	P	2020-02-12	2024-04-17
	130.323 shs C of JPMorgan Global Bond	P	2017-03-21	2024-04-17
	717.948 shs C of JPMorgan Global Bond	P	2017-09-20	2024-04-17
	218.658 shs of JPMorgan Equity Premium	P	2023-02-15	2024-06-28
	1838.292 shs C of JPMorgan Equity Premium	P	2022-05-10	2024-06-28
	1096.41 shs C of JPMorgan GLobal Bond	P	2019-01-24	2024-11-05
	796.11 shs C of JPMorgan GLobal Bond	P	2020-03-17	2024-11-05
	829.977 shs C of JPMorgan GLobal Bond	P	2017-03-21	2024-11-05
	1136.942 shs C of Pimco Real Return Fund	P	2023-02-09	2024-12-06
	357.853 shs C of Pimco Real Return Fund	P	2023-02-15	2024-12-06
	61 shs Deluxe Corp	P	2015-07-06	2024-11-19
	16 shs Deluxe Corp	P	2015-08-21	2024-11-19
	69 shs Vanguard Small Cap	P	2020-03-23	2024-11-19
	94 shs CISCO Systems Inc	P	2015-07-06	2024-10-04
	32 shs CISCO Systems Inc	P	2015-08-21	2024-10-04
	104 iShares 0-3 mnth	P	2022-12-19	2024-10-22
	SPDR Bloomberg 1-3 mnth	P	2022-12-22	2024-10-22
	26 shs Vanguard Total stock	P	2016-03-23	2024-08-16
	34 shs Abbvie Inc	P	2020-03-11	2024-06-11
	Famous Holdings Trading Activity	P	2021-07-01	2024-07-01

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	2,474	3,911	-1,437
b	1,328	355	973
c	161	156	5
d	274	226	48
e	568	452	116
	183	161	22
	784	675	109
	617	506	111
	1,073	785	288
	134	98	36
	537	167	370
	433	102	331
	54	18	36
	1,329	425	904
	430	142	288
	1,095	407	688
	541	203	338
	541	172	369
	548	172	376
	1,297	696	601
	195	101	94
	555	278	277
	321	158	163
	961	473	488
	961	517	444
	2,972	2,259	713
	2,985	2,361	624
	372	262	110
	967	781	186
	785	625	160
	1,633	1,302	331
	2,616	1,394	1,222
	1,419	797	622
	2,247	2,149	98
	1,924	1,875	49
	1,628	1,482	146
	1,332	1,299	33
	444	432	12
	177	40	137
	582	208	374
	134	51	83
	3,452	2,372	1,080
	609	465	144
	122	92	30
	852	458	394
	2,130	851	1,279
	375	366	9
	2,049	2,202	-153
	1,294	1,550	-256
	3,589	2,650	939
	98	52	46
	565	279	286
	2,477	1,046	1,431
	576	438	138
	2,247	1,552	695
	1,613	275	1,338
	1,774	386	1,388
	1,135	2,716	-1,581
	1,223	2,688	-1,465
	1,159	558	601
	579	281	298
	1,738	1,007	731
	171	132	39
	3,993	2,680	1,313
	1,471	315	1,156
	1,471	448	1,023
	5,797	4,058	1,739
	2,071	1,629	442
	1,423	995	428
	1,309	1,049	260
	968	784	184
	166	135	31
	8,623	5,096	3,527
	1,829	547	1,282
	3,326	1,420	1,906
	3,567	1,767	1,800
	583	120	463
	2,866	1,770	1,096
	547	463	84
	365	342	23
	550	556	-6
	1,640	1,671	-31
	328	312	16
	834	841	-7
	278	264	14
	556	548	8
	526	412	114
	350	287	63
	526	433	93
	350	284	66
	526	419	107
	350	305	45
	175	168	7
	175	171	4
	526	510	16
	473	456	17
	568	545	23
	473	465	8
	418	347	71
	836	584	252
	1,075	973	102
	657	529	128
	119	83	36
	478	408	70
	371	373	-2
	371	271	100
	185	187	-2
	185	136	49
	371	308	63
	185	161	24
	185	187	-2
	371	353	18
	1,050	773	277
	1,050	716	334
	487	434	53
	487	473	14
	324	326	-2
	487	452	35
	487	476	11
	304	296	8
	486	479	7
	364	336	28
	425	414	11
	607	604	3
	182	175	7
	767	684	83
	256	219	37
	256	238	18
	1,187	1,202	-15
	478	310	168
	956	993	-37
	936	923	13
	130	130
	130	130
	130	130
	259	259
	130	130
	259	259
	259	259
	130	130
	130	130
	259	259
	259	236	23
	130	130
	1,059	1,063	-4
	175	175
	469	423	46
	1,314	1,053	261
	751	527	224
	282	230	52
	4,757	3,660	1,097
	529	536	-7
	1,294	1,294
	431	431
	267	196	71
	534	539	-5
	474	468	6
	16,794	16,811	-17
	416	415	1
	1,689	1,712	-23
	461	458	3
	461	459	2
	1,832	1,688	144
	611	560	51
	571	503	68
	476	437	39
	355	289	66
	266	218	48
	2,439	2,485	-46
	1,953	1,967	-14
	132	103	29
	790	574	216
	527	388	139
	527	418	109
	540	346	194
	540	392	148
	270	240	30
	1,106	1,122	-16
	442	363	79
	221	194	27
	221	216	5
	442	420	22
	221	197	24
	442	372	70
	221	191	30
	221	192	29
	221	212	9
	435	370	65
	580	517	63
	435	399	36
	1,947	1,961	-14
	1,855	1,859	-4
	341	341
	310	310
	186	186
	124	124
	248	248
	372	349	23
	62	62
	467	440	27
	1,400	1,414	-14
	583	580	3
	417	306	111
	674	701	-27
	618	578	40
	562	516	46
	393	381	12
	1,061	725	336
	2,068	2,094	-26
	577	547	30
	1,007	585	422
	671	398	273
	224	131	93
	336	208	128
	447	252	195
	336	203	133
	336	248	88
	504	479	25
	500	356	144
	500	382	118
	250	186	64
	625	471	154
	250	190	60
	375	340	35
	512	514	-2
	573	501	72
	573	494	79
	286	269	17
	286	277	9
	286	281	5
	286	270	16
	286	264	22
	513	528	-15
	1,309	1,361	-52
	582	582
	9,202	9,223	-21
	2,995	3,029	-34
	1,423	1,032	391
	647	436	211
	259	175	84
	129	94	35
	518	373	145
	259	171	88
	518	331	187
	518	311	207
	388	209	179
	499	415	84
	599	534	65
	859	662	197
	572	436	136
	716	545	171
	1,094	815	279
	1,094	833	261
	95	84	11
	1,042	871	171
	852	715	137
	1,430	469	961
	138	109	29
	275	255	20
	413	274	139
	688	578	110
	413	293	120
	550	428	122
	413	383	30
	433	433
	697	697
	393	375	18
	786	728	58
	786	737	49
	278	235	43
	3,590	659	2,931
	2,992	525	2,467
	299	267	32
	2,094	1,513	581
	82	82
	437	437
	162	162
	324	324
	1,050	542	508
	1,050	553	497
	574	406	168
	702	487	215
	162	158	4
	973	938	35
	1,773	983	790
	886	550	336
	396	395	1
	1,337	1,289	48
	351	178	173
	2,808	1,105	1,703
	351	191	160
	702	387	315
	2,457	1,079	1,378
	1,755	746	1,009
	637	467	170
	239	132	107
	1,354	1,258	96
	558	558
	745	425	320
	639	395	244
	532	363	169
	426	191	235
	115	104	11
	1,269	1,062	207
	1,038	890	148
	11,700	11,700
	1,048	730	318
	743	597	146
	655	524	131
	262	230	32
	874	874
	617	425	192
	1,080	756	324
	2,101	518	1,583
	88	70	18
	831	706	125
	376	243	133
	376	308	68
	723	694	29
	2,170	1,588	582
	723	481	242
	1,447	896	551
	1,447	720	727
	723	264	459
	723	495	228
	956	808	148
	212	165	47
	88	77	11
	1,097	853	244
	317	243	74
	801	735	66
	534	393	141
	267	220	47
	267	189	78
	704	1,992	-1,288
	66	147	-81
	132	315	-183
	198	459	-261
	176	221	-45
	1,210	2,485	-1,275
	934	245	689
	4,079	4,079
	624	610	14
	246	74	172
	82	29	53
	2,129	1,108	1,021
	95	80	15
	595	495	100
	177	39	138
	444	325	119
	266	209	57
	266	211	55
	177	140	37
	444	317	127
	81	58	23
	162	115	47
	962	376	586
	2,186	805	1,381
	242	198	44
	1,211	943	268
	1,647	1,425	222
	127	127
	760	760
	380	380
	135	114	21
	270	204	66
	405	307	98
	270	169	101
	405	232	173
	1,448	1,121	327
	69	59	10
	1,056	830	226
	1,268	945	323
	1,056	823	233
	5,022	579	4,443
	1,674	475	1,199
	5,022	2,837	2,185
	1,817	1,077	740
	1,038	811	227
	434	317	117
	124	84	40
	93	82	11
	496	396	100
	372	294	78
	93	82	11
	527	527
	209	179	30
	417	310	107
	690	584	106
	1,036	920	116
	863	630	233
	690	690
	144	144
	298	132	166
	298	228	70
	696	546	150
	263	183	80
	175	135	40
	1,228	911	317
	705	688	17
	403	401	2
	806	801	5
	98	81	17
	49	43	6
	881	709	172
	832	631	201
	832	656	176
	625	405	220
	250	166	84
	625	435	190
	625	429	196
	1,000	709	291
	201	23	178
	2,133	941	1,192
	1,219	545	674
	914	372	542
	152	128	24
	1,219	922	297
	2,286	1,967	319
	967	886	81
	1,308	1,095	213
	840	853	-13
	1,027	1,021	6
	614	108	506
	969	862	107
	6,929	3,212	3,717
	924	439	485
	3,234	2,470	764
	941	630	311
	289	189	100
	145	141	4
	145	95	50
	1,187	608	579
	358	297	61
	572	481	91
	1,430	2,065	-635
	9,170	6,197	2,973
	6,282	4,349	1,933
	3,963	4,000	-37
	10,914	11,349	-435
	6,627	6,700	-73
	11,252	10,000	1,252
	4,367	2,960	1,407
	2,296	1,500	796
	12,044	6,930	5,114
	3,372	1,673	1,699
	9,044	9,776	-732
	17,879	18,000	-121
	4,823	5,220	-397
	1,235	1,320	-85
	6,806	7,381	-575
	3,077	3,000	77
	25,865	26,122	-257
	10,602	10,690	-88
	7,704	7,537	167
	8,026	8,405	-379
	11,574	11,457	117
	3,643	3,588	55
	1,395	3,761	-2,366
	366	957	-591
	14,280	5,202	9,078
	4,958	2,559	2,399
	1,688	868	820
	10,461	10,398	63
	9,994	9,963	31
	7,101	2,693	4,408
	5,715	2,890	2,825
	65,791		65,791

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			-1,437
b			973
c			5
d			48
e			116
			22
			109
			111
			288
			36
			370
			331
			36
			904
			288
			688
			338
			369
			376
			601
			94
			277
			163
			488
			444
			713
			624
			110
			186
			160
			331
			1,222
			622
			98
			49
			146
			33
			12
			137
			374
			83
			1,080
			144
			30
			394
			1,279
			9
			-153
			-256
			939
			46
			286
			1,431
			138
			695
			1,338
			1,388
			-1,581
			-1,465
			601
			298
			731
			39
			1,313
			1,156
			1,023
			1,739
			442
			428
			260
			184
			31
			3,527
			1,282
			1,906
			1,800
			463
			1,096
			84
			23
			-6
			-31
			16
			-7
			14
			8
			114
			63
			93
			66
			107
			45
			7
			4
			16
			17
			23
			8
			71
			252
			102
			128
			36
			70
			-2
			100
			-2
			49
			63
			24
			-2
			18
			277
			334
			53
			14
			-2
			35
			11
			8
			7
			28
			11
			3
			7
			83
			37
			18
			-15
			168
			-37
			13










			23

			-4

			46
			261
			224
			52
			1,097
			-7


			71
			-5
			6
			-17
			1
			-23
			3
			2
			144
			51
			68
			39
			66
			48
			-46
			-14
			29
			216
			139
			109
			194
			148
			30
			-16
			79
			27
			5
			22
			24
			70
			30
			29
			9
			65
			63
			36
			-14
			-4





			23

			27
			-14
			3
			111
			-27
			40
			46
			12
			336
			-26
			30
			422
			273
			93
			128
			195
			133
			88
			25
			144
			118
			64
			154
			60
			35
			-2
			72
			79
			17
			9
			5
			16
			22
			-15
			-52

			-21
			-34
			391
			211
			84
			35
			145
			88
			187
			207
			179
			84
			65
			197
			136
			171
			279
			261
			11
			171
			137
			961
			29
			20
			139
			110
			120
			122
			30


			18
			58
			49
			43
			2,931
			2,467
			32
			581




			508
			497
			168
			215
			4
			35
			790
			336
			1
			48
			173
			1,703
			160
			315
			1,378
			1,009
			170
			107
			96

			320
			244
			169
			235
			11
			207
			148

			318
			146
			131
			32

			192
			324
			1,583
			18
			125
			133
			68
			29
			582
			242
			551
			727
			459
			228
			148
			47
			11
			244
			74
			66
			141
			47
			78
			-1,288
			-81
			-183
			-261
			-45
			-1,275
			689

			14
			172
			53
			1,021
			15
			100
			138
			119
			57
			55
			37
			127
			23
			47
			586
			1,381
			44
			268
			222



			21
			66
			98
			101
			173
			327
			10
			226
			323
			233
			4,443
			1,199
			2,185
			740
			227
			117
			40
			11
			100
			78
			11

			30
			107
			106
			116
			233


			166
			70
			150
			80
			40
			317
			17
			2
			5
			17
			6
			172
			201
			176
			220
			84
			190
			196
			291
			178
			1,192
			674
			542
			24
			297
			319
			81
			213
			-13
			6
			506
			107
			3,717
			485
			764
			311
			100
			4
			50
			579
			61
			91
			-635
			2,973
			1,933
			-37
			-435
			-73
			1,252
			1,407
			796
			5,114
			1,699
			-732
			-121
			-397
			-85
			-575
			77
			-257
			-88
			167
			-379
			117
			55
			-2,366
			-591
			9,078
			2,399
			820
			63
			31
			4,408
			2,825
			65,791

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	268,915
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	23,657

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	13,452
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
3	Add lines 1 and 2...........................	3	13,452
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	13,452
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	2,875
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	2,875
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	5
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	10,582
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 tax	Refunded	11

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? ................

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 .

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

Yes

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

Austin Wingerson Telephone no. right arrow

(785) 230-7429

Located at right arrow

5100 SW 10th AveTopekaKS ZIP+4 right arrow

66604

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)

Yes

(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? ..............................

Yes

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-)
MindTap Consulting Steve Clinkinbeard	CEO 002.00	5,497
5100 SW 10th Ave Topeka,KS66604	CEO 002.00	5,497
MindTap Consulting Austin Wingerson	Manager 002.00	5,497
5100 SW 10th Ave Topeka,KS66604	Manager 002.00	5,497

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

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	N/A	0
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...................

3,463,285

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

278,478

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

559,886

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

4,301,649

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

4,301,649

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

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

64,525

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

4,237,124

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

211,856

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

211,856

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

13,452

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

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

13,452

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

198,404

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

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

198,404

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

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

198,404

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 Click to see attachment

List of Attached Documents:

// Content

..........

267,833

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. .......

267,833

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2024
1 Distributable amount for 2024 from Part X, line 7			198,404
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......
c From 2021......
d From 2022......	24,281
e From 2023......
f Total of lines 3a through e ........		24,281
4Qualifying distributions for 2024 from Part
XI, line 4: $ 267,833
a Applied to 2023, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2024 distributable amount.....			198,404
e Remaining amount distributed out of corpus		69,429
5 Excess distributions carryover applied to 2024.
(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		93,710
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........			0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		93,710
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....
c Excess from 2022....	24,281
d Excess from 2023....
e Excess from 2024....	69,429

Form 990-PF (2024)

Page 10

Part XIII

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

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

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

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

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

Part XIV

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

1Information Regarding Foundation Managers:

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

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

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

Check here right arrow

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

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

Austin Wingerson
5100 SW 10th Ave
Topeka,KS66604
(785) 272-5102
austinmindtapgroup.com

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

Written requests only

cAny submission deadlines:

11/1/2023

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

None

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
American Cancer Society PO Box 149275 Austin,TX78714	None	PC	Health Care	5,000
Kanza Rail -Trails Conservancy PO Box 3863 Topeka,KS66604	None	PC	Conservation	5,333
Rossvillle Community Foundation PO Box 74 Rossville,KS66533	None	PC	Conservation	7,500
American Red Cross 1321 S Topeka Blvd Topeka,KS66604	None	PC	Disaster relief	10,000
United Way of Topeka 1527 SW Fairlawn Rd Topeka,KS66604	None	PC	Non-profit assistance	10,000
Marian Dental Clinic 3164 SE 6th Ave Topeka,KS66607	None	PC	Health Care	10,000
Mary's Choice PO Box 8689 Topeka,KS66608	None	PC	Provide support to unplanned pregnant mothers	10,000
Shawnee County Historical Society PO Box 2201 Topeka,KS66601	None	PC	History	5,000
Silverbacks 1020 NE Forest Ave Topeka,KS66616	None	PC	Assist homeless	10,000
St Jude's Research Hospital 262 Danny Thomas Place Memphis,TN38105	None	PC	Health Care	10,000
Stormont-Vail Foundation 1500 SW 10th Ave Topeka,KS66604	None	PC	Health Care	10,000
TARC 2701 SW Randolph Ave Topeka,KS66611	None	PC	Health Care	10,000
The Salvation Army 1320 SE 6th Ave Topeka,KS66607	None	PC	Combat poverty and homelessness	10,000
Topeka Rescue Mission 600 N KS Avenue Topeka,KS66608	None	PC	Feed food insecure	10,000
Topeka Zoo and Conservation Center 635 SW Gage Blvd Topeka,KS66606	None	PC	Wild life conservation and education	5,000
Washburn University Alumni Association 1710 SW Jewell Ave Topeka,KS66621	None	PC	Education	10,000
St Matthew School 1000 SE 28th St Topeka,KS66605	None	PC	Religion	10,000
Friends of TPAC 214 SE 8th Ave Topeka,KS66603	None	PC	Music	2,500
Kansas Suicide Prevention 2110 Delaware St Suite B Lawrence,KS66046	None	PC	Kansas suicide prevention	5,000
KTWU TV Studio 1901 SW Jewell Ave Topeka,KS66621	None	PC	Community programming	2,500
Let's Help 245 SW MacVicar Ave Topeka,KS66606	None	PC	Feed food insecure	10,000
Meals on Wheels 2134 SW Westport Dr Topeka,KS66614	None	PC	Feed food insecure	5,000
Topeka Youth Project 1801 SW Wanamaker Rd Suite H04 Topeka,KS66604	None	PC	Youth social services	2,500
Kymel Inc PO Box 1529 Great Bend,KS67530	None	PC	Cancer recovery support	5,000
Kansas Children's Service Leaugue 3545 SW 5th St Topeka,KS66606	None	PC	Child care	5,000
Junior Achievement PO Box 3728 Topeka,KS66604	None	PC	Education	5,000
Hayden Pace Auction Fund 401 SW Gage Blvd Topeka,KS66606	None	PC	Education	10,000
Harvesters 215 SE Quincy St Topeka,KS66603	None	PC	Feed food insecure	10,000
Grace Med Health Clinic 1122 N Topeka St Wichita,KS67214	None	PC	Health Care	10,000
Doorstep Inc 1119 SW 10th Ave Topeka,KS66604	None	PC	Feed food insecure	10,000
Children's Mercy Hospital 2401 Gilham Rd Kansas City,MO64108	None	PC	Health Care	10,000
Catholic Charities of NE Kansas 9720 W 87th Street Overland Park,KS66212	None	PC	Community support	10,000
CASA of Shawnee County 501 SE Jefferson St 2002 Topeka,KS66607	None	PC	Child court advocates	7,500
Capper Foundation 3500 SW 10th Ave Topeka,KS66604	None	PC	Education for individuals with disability	10,000
Total ................................. 3a				267,833

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.)
aCharitable Contributions				201,785
bFamous Holdings K-1
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........				23,358
4 Dividends and interest from securities ....				102,054
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 ............				268,915
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aDisposition of 6342 SW 21st Street				762,036
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				1,358,148

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

1,358,148

(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:	24019898
Software Version:	24.0.1.0
Part VI Line 7 - Tax Paid with the Original Return:	2,875

Form 990PF - Special Condition Description:

Special Condition Description

Name of organization Schwartz Foundation

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	Schwartz Beneficiaries Trust 5100 SW 10th Ave Topeka, KS66604	$ 151,785	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
2	Famous Holdings LLC 5100 SW 10th Ave Topeka, KS66604	$ 50,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Name of organization Schwartz Foundation		Employer identification number 20-5280622

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
Core First 266300 Managed Funds	FMV	889,058	889,058
Mariner Managed Funds	FMV	1,394,214	1,394,214
Wells Fargo 2337 Managed Funds	FMV	310,526	310,526
Wells Fargo 5888 Managed Funds	FMV	933,120	933,120
Mariner - TAS IRA	FMV	109,167	109,167
American Funds	FMV	959,949	959,949
Wells Fargo - CM	FMV	431,262	431,262

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
Schwartz Beneficiaries Receivable	12,875	12,875	12,875
Investment in Schwartz Beneficiaries Trust	101,545	118,330	118,330
Investment in Famous Holdings	2,655,980	428,681	428,681
Prepaid Federal income tax	2,875

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Unrelated business income loss	159,328	159,328
Income taxes	13,457


Name of organization Schwartz Foundation			Employer identification number 20-5280622
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.