Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
Steve and Diane Parrish Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

26-1116145
B Telephone number (see instructions)

(800) 839-1754
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,824,194J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 515 515  
4 Dividends and interest from securities... 28,706 28,706  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 201,950
b Gross sales price for all assets on line 6a 811,046
7 Capital gain net income (from Part IV, line 2)... 201,950
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........ 231,171 231,171  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,146     2,146
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).... Click to see attachment
List of Attached Documents:
// Content
19,274 19,274    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,439 960    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
18,775 3,590   15,185
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,634 23,824   17,331
25 Contributions, gifts, grants paid....... 177,400 177,400
26 Total expenses and disbursements. Add lines 24 and 25 220,034 23,824   194,731
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 11,137
b Net investment income (if negative, enter -0-) 207,347
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 106,240 120,474 120,474
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 103,673 Click to see attachment
List of Attached Documents:
// Content
81,143 		81,617
b Investments—corporate stock (attach schedule)....... 1,144,915 Click to see attachment
List of Attached Documents:
// Content
1,164,348 		1,622,103
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,354,828 1,365,965 1,824,194
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,354,828 1,365,965
29 Total net assets or fund balances (see instructions)..... 1,354,828 1,365,965
30 Total liabilities and net assets/fund balances (see instructions). 1,354,828 1,365,965
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,354,828
2
Enter amount from Part I, line 27a .....................
2
11,137
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,365,965
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,365,965
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 811,046   609,096 201,950
b
c
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       201,950
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 201,950
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,882
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 2,882
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 2,882
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,300
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,700
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 118
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow118 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
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)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Arden Trust Company Trustee
4.0 		2,146 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Amanda Parrish Morgan Recording Sec, Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Nick Morgan Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Cassidy Sadler Parrish Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Clay Parrish Treas, Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Diane S Parrish Pres, Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Steve Parrish Trustee, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,722,117
b
Average of monthly cash balances.......................
1b
88,366
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,810,483
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,810,483
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
27,157
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,783,326
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
89,166
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
89,166
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,882
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,882
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
86,284
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
86,284
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
86,284
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
194,731
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
194,731
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 86,284
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...... 737,954
b From 2020...... 305,701
c From 2021...... 336,161
d From 2022...... 283,315
e From 2023...... 183,447
f Total of lines 3a through e ........ 1,846,578
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 194,731
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..... 86,284
e Remaining amount distributed out of corpus 108,447
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 1,955,025
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) ... 		737,954
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,217,071
10 Analysis of line 9:
a Excess from 2020.... 305,701
b Excess from 2021.... 336,161
c Excess from 2022.... 283,315
d Excess from 2023.... 183,447
e Excess from 2024.... 108,447
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
Diane S Parrish
Steve Parrish
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ASPETUCK LAND TRUST INC

239 TOILSOME HILL RD
FAIRFIELD,CT06825 		N/A PC General & Unrestricted 100

AUTISM FAMILES CONNECTICUT

70 MIDDLEBROOK RD
WEST HARTFORD,CT06119 		N/A PC General & Unrestricted 750

CARLETON COLLEGE

1 N COLLEGE ST
NORTHFIELD,MN55057 		N/A PC General & Unrestricted 25,000

CONNECTICUT DANCE SCHOOL INC

42 HALLEY CT
FAIRFIELD,CT06825 		N/A PC General & Unrestricted 500

FAIRFIELD COUNTY CHILDRENS CHOIR INC

PO BOX 1528
FAIRFIELD,CT06825 		N/A PC General & Unrestricted 500

FAIRFIELD HISTORICAL SOCIETY

370 BEACH RD
FAIRFIELD,CT06824 		N/A PC General & Unrestricted 250

FAIRFIELD UNITED SOCCER ASSOCIATION INC

PO BOX 764
FAIRFIELD,CT06824 		N/A PC General & Unrestricted 100

FRIENDS OF THE FAIRFIELD PUBLIC LIBRARY INC

1080 OLD POST RD
FAIRFIELD,CT06824 		N/A PC General & Unrestricted 1,000

HOMES WITH HOPE INC

59 MYRTLE AVE
WESTPORT,CT06880 		N/A PC Charitable Event 5,000

HOUSE UNITED

5404 TRAVIS GREEN LN
AUSTIN,TX78735 		N/A PC General & Unrestricted 7,500

NATIONAL DOWN SYNDROME SOCIETY

1155 15TH ST NW STE 540
WASHINGTON,DC20005 		N/A PC General & Unrestricted 1,000

NATIONAL WRITING PROJECT

2930 DOMINGO AVE - 1073
BERKELEY,CA94705 		N/A PC General & Unrestricted 100

NEIGHBORHOOD STUDIOS OF FAIRFIELD COUNTY INC

150 ELM ST
BRIDGEPORT,CT06604 		N/A PC Summer Camp Program 5,000

OPERATION HOPE OF FAIRFIELD INC

636 OLD POST RD
FAIRFIELD,CT06824 		N/A PC General & Unrestricted 500

ORCHESTRA LUMOS INC

263 TRESSER BLVD
STAMFORD,CT06901 		N/A PC General & Unrestricted 75,000

SOUTH UPTOWN NEIGHBORHOOD ASSOCIATION

3501 ALDRICH AVE S
MINNEAPOLIS,MN55408 		N/A PC Bryant Square Park Fund 1,000

THE CONNECTICUT AUDUBON SOCIETY INCORPORATED

314 UNQUOWA RD
FAIRFIELD,CT06824 		N/A PC General & Unrestricted 100

UNDERDOG RESCUE INC

3345 DAKOTA AVE S
ST LOUIS PARK,MN55416 		N/A PC General & Unrestricted 3,000

WESTPORT ASTRONOMICAL SOCIETY INC

182 BAYBERRY LN
WESTPORT,CT06880 		N/A PC General & Unrestricted 500

WESTPORT WRITERS WORKSHOP I INC

25 SYLVAN ROAD S STE J
WESTPORT,CT06880 		N/A PC General & Unrestricted 500

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT06521 		N/A PC Andover Newton Seminary Annual Fund 25,000

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT06521 		N/A PC Andover Newton Seminary at Yale Divinity School 25,000
Total .................................right arrow 3a 177,400
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 515  
4 Dividends and interest from securities ....     14 28,706  
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 ............ 		    18 201,950  
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) ..   231,171  
13Total. Add line 12, columns (b), (d), and (e)..................
13
231,171
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
Steve and Diane Parrish Foundation
EIN:
26-1116145
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2024 InvestmentsCorpStockSchedule
Name:
Steve and Diane Parrish Foundation
EIN:
26-1116145
Name of Stock End of Year Book Value End of Year Fair Market Value
1ST SOURCE CORPORATION 899 1,051
3M CO 1,982 4,002
ABBOTT LABS 8,644 9,049
ABBVIE INC 8,423 9,774
ACCENTURE PLC 6,904 9,850
ACUITY BRANDS INC 1,029 2,045
ADOBE SYSTEMS, INC 8,822 12,451
ADVANTEST CORP - ADR 88 398
AIA GROUP LTD ADR 5,543 4,525
AKZO NOBEL NV-ADR 2,758 2,075
ALCOA INC 810 982
ALCON INC 2,191 3,226
ALLIANZ GLOBAL INVESTORS FIXED 69,618 66,966
ALPHABET INC CL A 9,327 24,041
ALPHABET INC CL C 6,592 25,900
AMAZON COM 24,804 60,989
AMER INTERNATIONAL GROUP INC 3,775 4,878
AMERICAN EXPRESS CO 2,751 5,342
AMERICAN TOWER REIT INC 3,631 4,218
AMPHASTAR PHARMACEUTICALS INC 2,075 1,634
AMPHENOL CORPORATION 8,655 9,237
ANALOG DEVICES INC 4,822 6,161
ANDRITZ ADR 1,569 1,168
ANGLO AM PLC ADR 2,827 2,699
AON PLC CL A 3,782 7,183
APOLLO GLOBAL MANAGEMENT, INC 4,447 4,459
APPLE INC 12,317 18,782
APPLIED IDNS TECH 793 2,874
APTAR GROUP INC 965 1,414
ASHTEAD GROUP PLC 2,222 3,423
ASML HOLDING NV NY REG SHS 7,556 11,782
ASSA ABLOY UNSP/ADR 2,259 2,959
ASTRAZENECA 66 66
ATKORE INTERNATIONAL GROUP INC 1,734 1,001
ATLASSIAN CORP CL A 4,828 5,354
AUTODESK, INC 5,289 5,025
AXCELIS TECHNOLOGIES INC 2,117 1,467
BADGER METER, INC 720 2,121
BALL CP 1,821 1,985
BANK OF AMERICA CORP 5,128 4,922
BARCLAYS PLC ADR 2,996 3,362
BJ'S WHLSL CLUB INC 2,512 3,306
BNP PARIBAS SPONS ADR 3,611 3,224
BOEING CO 6,898 6,195
BOSTON SCIENTIFIC 7,875 17,507
BP PLC SPONSORED ADR 2,837 2,660
BRISTOL-MYERS SQUIBB CO 5,725 5,430
BRITISH LAND CO S/ADR 1,962 1,573
BROADCOM INC 8,188 8,114
BROOKFIELD CORP ORD SHS CL A 2,963 5,113
CABLE ONE INC 2,589 1,086
CACTUS, INC. CLASS A 1,792 2,626
CADENCE DESIGN SYSTEMS INC 9,763 11,417
CAMECO CORPORATION 1,204 4,574
CARTER'S INC 1,715 1,246
CATHAY GENERAL BANCORP 1,199 1,381
CAVCO INDS INC DEL 1,176 2,231
CBOE HOLDINGS INC 1,679 1,954
CHARLES SCHWAB CORP 2,536 3,034
CHEMED CORP 3,013 3,179
CHENIERE ENERGY INC 4,019 4,727
CHESAPEAKE UTILITIES CORP 1,358 1,578
CHEVRON CORP 3,109 2,897
CHOICE HOTELS INTERNATIONAL IN 2,227 2,698
CHUBB LIMITED 2,666 4,973
CIGNA CORPORATION 7,475 8,836
CISCO SYSTEMS INC 4,151 5,032
CITIGROUP INC 3,175 4,435
CLOROX CO 2,923 3,573
CMS ENERGY CP 2,719 2,999
COCA COLA EUROPEAN PARTNERS PL 2,402 3,610
COHEN & STEERS INC 1,457 2,309
COLUMBIA SPORTSWEAR CO 2,677 2,686
COMMERCE BANCSHARES, INC 1,582 2,119
COMPAGNIE DE SAINT G 1,389 2,071
COMPAGNIE FINANCIERE RICHEMONT 2,191 2,307
CONOCOPHILLIPS 9,532 10,710
CONSTELLATION BRANDS INC 3,135 2,873
CORCEPT THERAPEUTICS INC 919 1,965
CORVEL CORP 896 3,338
COSTCO WHOLESALE CORPORATION 2,749 11,912
CREDICORP LTD 2,281 3,483
CROWDSTRIKE HOLDINGS, INC 4,737 10,265
CSG SYST INTL INC. 2,269 2,556
CSX CORP 3,435 3,517
CULLEN FROST BANKERS INC 2,870 3,491
DAIKIN INDS LTD ADR 2,860 2,220
DAIMLER TRUCK HLDG 1,809 1,701
DANAHER CORP 4,783 4,361
DBS GROUP HLDGS SPON ADR 2,228 3,969
DEXCOM, INC 5,547 4,822
DIAGEO PLC ADS 8,270 7,374
DOLBY LABORATORIES 1,830 1,953
DOMINION ENERGY INC 7,479 6,571
DONALDSON CO. INC 2,064 2,694
DONNELLEY FINANCIAL SOLUTIONS 1,833 2,070
DSFIY 3,252 2,993
DUKE ENERGY CO 5,281 6,249
E.ON AG SPON ADR REP 1/3 ORD N 2,278 1,967
EAST JAPAN RAILWAY C 1,432 1,404
EATON CORP PLC 3,893 7,633
EBARA CORPORATION 668 844
EMERSON ELECTRIC CO 4,195 4,833
EOG RESOURCES INC 1,382 1,471
EQT CORPORATION 1,162 1,476
ERSTE BK DER OEST SP 2,802 4,763
EVERCORE PARTNERS INC 818 1,940
EXLSERVICE HOLDINGS INC 1,975 3,151
EXPERIAN GROUP LTD S/ADR 2,072 2,820
EXXON MOBIL CORP 8,149 7,745
F M C CP 3,638 2,479
FANUC LIMITED UNSPONSORED 2,863 2,204
FIRST INDUSTRIAL REALTY TRUST 2,727 2,657
FLOWERS FOODS INC 2,162 2,045
FOUR CORNERS PROPERTY TRUST IN 1,365 1,547
FRANKLIN ELECTRIC CO., INC 1,749 2,534
GARTNER INC 6,577 9,689
GE VERNOVA 2,810 2,631
GEN DYNAMICS CP 4,914 5,797
GENERAL ELECTRIC CO 10,002 10,341
GENERAL MILLS INC 1,819 1,722
GILEAD SCIENCES INC 2,391 2,586
GLOBUS MEDICAL INC 1,257 1,902
GOLDMAN SACHS GROUP 3,788 4,581
GRAPHIC PACKAGING CORP COM STK 1,604 1,467
GSK PLC 7,039 6,324
GUIDEWIRE SOFTWARE INC 3,600 3,203
H&R BLOCK INC 1,176 1,110
HAEMONETICS CP 2,925 3,201
HALEON PLC 2,556 3,377
HALOZYME THERAPEUTICS, INC 1,944 1,817
HANOVER INS GROUP 1,925 2,320
HASBRO INC 2,283 2,404
HEIDELBERG MATERIALS AG ADR 1,913 2,125
HEINEKEN N V S ADR 2,626 1,875
HELMERICH PAYNE 1,371 1,313
HILTON WORLDWIDE HOLDINGS, INC 3,093 5,438
HISCOX LTD 2,120 2,283
HOWMET AEROSPACE ORD SHS 2,559 6,890
HSBC HOLDINGS PLC 3,444 3,759
HUGO BOSS AG 1,806 1,800
HUNTINGTON INGALLS INDUSTRIES 2,241 1,890
ICU MEDICAL, INC 2,192 2,172
IDACORP INC HLDG CO 1,580 1,748
ILLINOIS TOOL WORKS 2,559 4,311
IMI - PLC 1,039 1,072
INDEPENDENT BANK CORP 1,773 1,669
ING GROUP N V SPONSORED ADR 2,612 4,560
INGERSOLL-RAND INC 1,608 1,447
INMODE LTD 1,175 1,002
INSPERITY INC 909 775
INSTALLED BUILDING PRODUCTS IN 1,312 1,227
INTERACTIVE BROKERS GROUP, INC 1,766 2,827
INTERDIGITAL COMMUNICATIONS CO 588 2,325
INTERNATIONAL BANCSHARES CORPO 2,279 2,779
INTUIT 1,674 3,143
INTUITIVE SURGICAL 5,048 10,439
INVITATION HOMES INC. 3,467 3,197
ITOCHU CORP ADR OTC 2,619 2,464
JOHNSON & JOHNSON 6,171 5,785
JOHNSON CONTROLS INTERNATIONAL 2,695 3,710
JP MORGAN CHASE 4,727 11,027
JULIUS BAER GROUP LTD 489 579
KBC GROUP SA UNSP ADR 2,932 3,086
KENVUE INC 4,373 4,078
KION GROUP AG GERMANY 707 619
KKR & CO INC 8,899 14,495
KLA TENCOR CORP 1,674 3,151
KOMATSU LTD 1,935 1,940
KUBOTA CORPORATION 2,578 1,966
LANDSTAR SYSTEM 1,324 2,062
LDSCY 1,013 1,018
LINDE PLC COM 5,105 5,861
LITHIA MOTORS INC CL A 2,678 3,217
LITTELFUSE, INC 2,972 2,828
LOWES COMPANIES INC 3,706 4,936
LVMH MOET HENN UNSP 1,966 2,744
M&G PLC 1,592 1,493
MAGNA INTERNATIONAL INC 2,254 1,755
MAGNOLIA OIL + GAS CORPORATION 2,209 2,408
MARRIOTT INTERNATIONAL INC. CL 2,995 5,021
MARSH AND MCLENNAN COMPANIES I 2,646 5,310
MARVELL TECHNOLOGY, INC 1,756 2,099
MARZETTI COMPANY COM 2,156 2,251
MASTERCARD INC 14,637 30,013
MATADOR RESOURCES COMPANY 1,525 1,407
MCDONALD'S CORP 3,584 3,769
MCKESSON CORP 6,067 11,398
MERCEDES-BENZ GROUP 2,450 2,225
MERITAGE CORPORATION 1,080 923
META PLATFORMS INC 29,856 46,840
MICHELIN CIE GEN UNSP/ADR 4,323 4,458
MICRON TECHNOLOGY 2,886 3,787
MICROSOFT CORP 43,418 82,192
MID-AMERICA APT COMMUNITIES IN 3,450 3,710
MINERAL TECH INC 1,585 1,981
MITSUBISHI UFJ FINANCIAL GROUP 1,940 2,356
MONDELEZ INTERNATIONAL INC 4,679 3,942
MONOTARO CO., LTD 3,493 3,859
MORGAN STANLEY 4,327 6,789
MSC INDUSTRIAL DRCT 2,110 1,942
MSCI INC 3,467 3,600
MUENCHENER RUECKVERS 4,284 5,892
NASDAQ OMX GROUP 2,059 4,175
NESTLE S.A 3,681 3,513
NETFLIX INC 2,784 2,674
NEUROCRINE BIOSCIENCES, INC 1,765 2,048
NEXTERA ENERGY, INC 3,842 4,015
NICE SYSTEMS LTD 1,722 1,698
NIDEC CORPORATION ADR 2,701 1,325
NOVARTIS AG ADR 2,881 2,725
NOVO NORDISK A S 371 344
NVIDIA CORP 13,154 86,213
NXP SEMICONDUCTORS 3,343 3,533
O'REILLY AUTOMOTIVE INC 6,774 8,301
ON SEMICONDUCTOR 3,556 3,089
ONE GAS INC 1,746 1,731
ORANGE (DELISTED PCO) 2,660 2,214
OTSUKA HOLDINGS CO 2,439 3,778
PACCAR INC 5,984 6,553
PALO ALTO NETWORKS INC 5,363 8,734
PAN PAC INTL HLDGS UNSPONSORED 3,021 4,339
PEPSICO INC 5,327 5,170
PFIZER INC 6,947 5,094
PHILIP MORRIS INTL 4,751 4,934
PLEXUS CORPORATION INC 1,651 2,660
POWER INTEGRATIONS, INC 1,524 1,851
PRESTIGE BRAND HLGS 2,680 2,811
PROGRESS SOFTWARE CORP 2,085 2,867
PROGRESSIVE CORP OHIO 4,803 10,064
PROLOGIS 6,594 5,814
PRUDENTIAL PLC SC 1,898 1,546
PUBLICIS GROUPE S.A 517 716
PUMA SE UNSPONSORED ADR 317 349
QINETIQ GROUP PLC ADR 1,258 1,118
QUALYS INC COM 2,851 3,225
RAYTHEON TECHNOLOGIES CORP 3,966 5,555
REINSURANCE GROUP AMER INC 3,105 4,700
RENTOKIL INITIAL PLC SPON ADR 2,458 2,076
REXEL SA ADR 1,732 1,557
ROBERT HALF INTL INC 3,852 3,593
ROCHE HOLDING LTD ADR 3,119 3,453
RYAN SPECIALTY GROUP HOLDINGS 1,298 1,155
S&P GLOBAL INC COM 4,497 9,961
SAFRAN SA - UNSPON ADR 2,986 4,306
SALESFORCE.COM 6,342 7,355
SANOFI-AVENTIS SPONSORED ADR 2,909 2,894
SANTEN PHARMACEUTICA 2,052 1,791
SCHLUMBERGER LTD 2,237 1,764
SCOR ADS 2,443 2,626
SELECTIVE INS GROUP INC 2,003 2,525
SEMPRA ENERGY COM 2,194 2,719
SENSIENT TECHNOLOGIES 1,577 1,639
SERVICE NOW 6,055 31,803
SHELL ADR EACH REPRESENTING 2 4,055 3,759
SHOPIFY INC 8,625 12,760
SHUTTERSTOCK INC 1,602 759
SIEMENS AG 3,127 3,094
SILGAN HOLDINGS, INC 2,157 3,071
SIMPLICITY BANCORP INC 2,864 3,118
SMITH & NEPHEW PLC ADR 2,328 2,114
SMITHS GROUP ORD 37.5P 2,198 2,095
SODEXHO ALLIANCE SA SP ADR 1,549 1,448
SONY GROUP CORP 2,785 4,655
SOUTHERN CO 4,491 6,092
SPOTIFY TECHNOLOGY SA 3,403 9,842
STAG INDUSTRIAL INC 2,496 2,334
STANDARD CHARTERED 1,834 2,196
SUMITOMO MITSUI FINCL GRP 2,065 2,362
SUZUKI MOTOR CORP UNSP ADR 1,804 2,026
SYMRISE AG UNSPONSORED 2,544 2,773
TAIWAN SEMICONDUCTOR MFG CO LT 7,418 8,097
TARGA RESOURCES CORP 1,101 1,250
TARGET CORPORATION 2,714 2,704
TATE & LYLE PLC 2,068 1,793
TERADATA CORPORATION 2,378 2,212
TESLA MOTORS INC 10,799 13,327
THE HERSHEY COMPANY 1,453 1,185
THE TRADE DESK INC 1,674 7,757
THERMO FISHER SCIENTIFIC INC 6,683 6,243
TORO CO 3,093 2,643
TOTALENERGIES SE 2,370 2,453
TRADEWEB MARKETS INC 1,055 1,047
TRANE TECHNOLOGIES PLC 6,478 5,910
TRANSUNION COM USD0.01 2,463 2,318
TRAVELERS COMPANIES INC 3,472 3,613
TYLER TECHNOLOGIES, INC 4,952 4,613
U.S. PHYSICAL THERAPY INC 1,858 1,952
UFP TECHNOLOGIES INC 1,247 1,223
UMB FINANCIAL CORPORATION 1,084 1,241
UNILEVER PLC AMER 2,469 2,495
UNION PACIFIC 4,345 5,701
UNITED PARCEL SERVICE 1,805 1,765
UNITEDHEALTH GROUP INC 12,432 12,141
UNITIL CP 803 921
US FOODS HOLDING CORPORATION 2,582 2,563
VALMONT INDUSTRIES INC 1,135 1,533
VEEVA SYSTEMS INC 2,913 2,944
VERISK ANALYTICS, INC 3,601 4,407
VERTEX PHARMCTLS INC 4,320 3,624
VISA INC 6,542 17,066
VISTRA ENERGY CORP 2,124 2,344
WALT DISNEY HOLDINGS CO 4,994 5,456
WASTE CONNECTIONS 3,399 6,692
WATTS WATER TECHNOLOGIES INC 1,745 3,050
WEIR GROUP PLC SPN ADR 1,208 1,331
WELLS FARGO & CO 3,840 5,830
WESTINGHOUSE AIR BRAKE TECHNOL 1,664 3,223
XCEL ENERGY INC 1,278 1,620
ZOETIS INC 6,567 8,961

TY 2024 InvestmentsGovtObligationsSch
Name:
Steve and Diane Parrish Foundation
EIN:
26-1116145
US Government Securities - End of Year Book Value:

81,143
US Government Securities - End of Year Fair Market Value:

81,617
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2024 OtherExpensesSchedule
Name:
Steve and Diane Parrish Foundation
EIN:
26-1116145
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 15,185     15,185
Bank Charges 3,590 3,590    


TY 2024 OtherProfessionalFeesSchedule
Name:
Steve and Diane Parrish Foundation
EIN:
26-1116145
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 19,274 19,274    


TY 2024 TaxesSchedule
Name:
Steve and Diane Parrish Foundation
EIN:
26-1116145
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 1,300      
990-PF Excise Tax for 2023 179      
Foreign Tax Paid 960 960