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
THE PETER HALMOS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2210
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WEST PALM BEACH, FL33402
A Employer identification number

59-2409780
B Telephone number (see instructions)

(561) 659-3301
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$3,923,967J 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) 112,068
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 155,218 155,218  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -27,326
b Gross sales price for all assets on line 6a 1,143,323
7 Capital gain net income (from Part IV, line 2)... 0
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)....... Click to see attachment
List of Attached Documents:
// Content
28,423 0 28,430
12 Total. Add lines 1 through 11........ 268,383 155,218 28,430
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
16,760 4,190 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
23,994 0 9,029 14,965
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,132 985 23 38
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
1,791 0 1,791
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
49,402 0 17,587 29,148
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 95,079 5,175 28,430 44,151
25 Contributions, gifts, grants paid....... 104,500 104,500
26 Total expenses and disbursements. Add lines 24 and 25 199,579 5,175 28,430 148,651
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 68,804
b Net investment income (if negative, enter -0-) 150,043
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............. 74,120 44,670 44,670
2 Savings and temporary cash investments......... 37,501 58,740 58,740
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)      
b Investments—corporate stock (attach schedule)....... 3,888,903 Click to see attachment
List of Attached Documents:
// Content
3,972,858 		3,806,273
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 arrow58,642
Less: accumulated depreciation (attach schedule) right arrow51,779 8,655 Click to see attachment
List of Attached Documents:
// Content
6,863 		6,863
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
12,569 		Click to see attachment
List of Attached Documents:
// Content
7,421 		Click to see attachment
List of Attached Documents:
// Content
7,421
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,021,748 4,090,552 3,923,967
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........... 4,021,748 4,090,552
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    
29 Total net assets or fund balances (see instructions)..... 4,021,748 4,090,552
30 Total liabilities and net assets/fund balances (see instructions). 4,021,748 4,090,552
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
4,021,748
2
Enter amount from Part I, line 27a .....................
2
68,804
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,090,552
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,090,552
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 3M CO   2022-11-30 2024-08-06
b 3M CO   2023-11-15 2024-08-06
c ADVANCED MICRO DEVICES   2024-05-06 2024-05-31
d ALPHA & OMEGA SEMICONDUCTOR LT   2022-02-15 2024-07-26
e ALPHA & OMEGA SEMICONDUCTOR LT   2024-06-20 2024-07-26
AMPLIFY ONLINE RETAIL ETF   2021-01-26 2024-12-17
AMPLIFY ONLINE RETAIL ETF   2021-09-01 2024-12-17
AMPLIFY TREAT TEST AND ADVA   2021-08-23 2024-09-10
AMPLIFY TREAT TEST AND ADVA   2022-03-08 2024-09-10
AMPLIFY TREAT TEST AND ADVA   2022-03-08 2024-09-10
AMPLIFY TREAT TEST AND ADVA   2022-03-08 2024-09-10
AMPLIFY TREAT TEST AND ADVA   2022-03-08 2024-09-10
AMPLIFY TREAT TEST AND ADVA   2022-03-08 2024-09-10
AMPLIFY TREAT TEST AND ADVA   2022-03-08 2024-09-10
AMPLIFY TREAT TEST AND ADVA   2022-01-26 2024-09-10
AMPLIFY TREAT TEST AND ADVA   2022-01-26 2024-09-10
AMPLIFY TREAT TEST AND ADVA   2022-01-26 2024-09-10
AMPLIFY TREAT TEST AND ADVA   2022-01-26 2024-09-10
AMPLIFY TREAT TEST AND ADVA   2021-11-26 2024-09-10
APARTMENT INCOME REIT CORP   2021-04-23 2024-06-28
ARIS WATER SOLUTION INC CL A   2022-05-16 2024-08-07
ARIS WATER SOLUTION INC CL A   2023-05-09 2024-08-07
ARROW REVERSE CAP 500 ETF   2021-07-21 2024-03-01
AT&T INC   2024-01-22 2024-02-07
BANC OF CALIFORNIA INC COM   2020-04-29 2024-07-26
BANC OF CALIFORNIA INC COM   2023-12-22 2024-07-26
BANK OF THE JAMES FINL GP INC   2023-03-14 2024-02-02
BANK OF THE JAMES FINL GP INC   2023-03-14 2024-02-02
BANK OF THE JAMES FINL GP INC   2023-03-14 2024-02-02
BANK OF THE JAMES FINL GP INC   2023-03-14 2024-02-02
BANK OF THE JAMES FINL GP INC   2023-03-14 2024-02-02
BANK OF THE JAMES FINL GP INC   2023-03-14 2024-02-02
BLACKSTONE MINERALS   2023-12-22 2024-05-15
CITIGROUP INC NEW   2024-01-03 2024-07-12
CONOCOPHILLIPS   2021-02-08 2024-11-22
CORECIVIC INC   2024-07-01 2024-07-30
DEFIANCE NEXT GEN CONNECT ETF   2023-02-17 2024-06-24
DORIAN LPG LTD SHS USD   2023-03-15 2024-05-31
DORIAN LPG LTD SHS USD   2023-02-06 2024-05-31
DORIAN LPG LTD SHS USD   2023-02-06 2024-01-09
DORIAN LPG LTD SHS USD   2023-03-15 2024-01-09
DORIAN LPG LTD SHS USD   2024-02-22 2024-05-31
ELI LILLY & CO   2021-11-23 2024-08-06
EMERSON ELECTRIC CO   2021-08-23 2024-06-04
EMERSON ELECTRIC CO   2021-01-28 2024-06-06
EMERSON ELECTRIC CO   2021-09-23 2024-06-06
EMERSON ELECTRIC CO   2023-01-30 2024-06-06
EXXON MOBIL CORP   2022-11-23 2024-05-03
GEO GROUP INC COM NEW   2023-11-27 2024-01-17
GEO GROUP INC COM NEW   2024-07-01 2024-07-30
GEO GROUP INC COM NEW   2024-07-01 2024-07-30
GEO GROUP INC COM NEW   2023-11-27 2024-01-17
GEO GROUP INC COM NEW   2024-07-01 2024-07-30
GLOBAL X FUNDS GLOBAL X HEAL   2022-08-18 2024-02-23
GRAY TELEVISION CL B COM   2021-06-25 2024-12-26
GRAY TELEVISION CL B COM   2023-11-15 2024-12-26
GRAY TELEVISION CL B COM   2024-10-30 2024-12-26
HANESBRANDS INC   2024-07-29 2024-12-23
HEALTH CARE SEL SECT SPDR FD   2022-04-06 2024-04-08
INVESCO S&P 500 EQUAL WEIGHT   2021-06-24 2024-05-15
INVESCO S&P 500 EQUAL WEIGHT   2022-08-17 2024-05-15
INVESCO S&P 500 EQUAL WEIGHT E   2020-03-09 2024-01-17
INVESCO S&P 500 EQUAL WEIGHT E   2023-12-11 2024-01-17
INVESCO S&P GLOBAL WATER INDEX   2022-03-18 2024-08-06
ISHARES IBOXX HY COR BD ETF   2019-06-13 2024-01-17
ISHARES IBOXX HY COR BD ETF   2023-02-23 2024-01-17
ISHARES US BROKER-DEALER ETF   2024-07-24 2024-09-06
KAISER ALUMINUM CORP   2020-04-14 2024-04-09
KAISER ALUMINUM CORP   2024-01-23 2024-05-16
KAISER ALUMINUM CORP   2024-01-23 2024-05-16
KAISER ALUMINUM CORP   2024-01-23 2024-04-09
KAISER ALUMINUM CORP   2023-09-28 2024-04-09
KAISER ALUMINUM CORP   2024-01-23 2024-05-16
KEYCORP NEW   2022-04-14 2024-01-31
KEYCORP NEW   2023-07-26 2024-01-31
LESLIES INC   2021-06-24 2024-12-26
LEVI STRAUSS & CO CL A   2021-10-06 2024-06-14
LEVI STRAUSS & CO CL A   2022-10-03 2024-06-14
LEVI STRAUSS & CO CL A   2022-04-14 2024-06-14
LEVI STRAUSS & CO CL A   2022-03-08 2024-06-14
LEVI STRAUSS & CO CL A   2021-10-06 2024-06-14
LEVI STRAUSS & CO CL A   2023-11-08 2024-06-14
LEVI STRAUSS & CO CL A   2023-11-08 2024-06-14
LEVI STRAUSS & CO CL A   2023-11-08 2024-06-14
LIBERTY ALL STAR EQUITY FD SBI   2024-01-02 2024-01-03
LIBERTY ALL STAR EQUITY FD SBI   2024-03-04 2024-03-05
LIBERTY ALL STAR EQUITY FD SBI   2024-06-03 2024-06-05
LIBERTY ALL STAR EQUITY FD SBI   2024-09-03 2024-09-04
LIBERTY ALL STAR GROWTH FD INC   2024-01-02 2024-01-03
LIBERTY ALL STAR GROWTH FD INC   2024-03-04 2024-03-05
LIBERTY ALL STAR GROWTH FD INC   2024-06-03 2024-06-05
LIBERTY ALL STAR GROWTH FD INC   2024-09-03 2024-09-04
MEDTRONIC PLC SHS   2021-01-13 2024-12-23
MEDTRONIC PLC SHS   2023-11-21 2024-12-23
MODERNA INC   2021-03-01 2024-12-17
MODERNA INC   2021-11-23 2024-12-17
MODERNA INC   2023-12-22 2024-12-17
NATL FUEL GAS CO   2022-04-18 2024-10-25
NATL FUEL GAS CO   2024-06-24 2024-10-25
NET LEASE OFC PROPERTIES   2024-01-29 2024-01-30
NET LEASE OFC PROPERTIES   2023-11-02 2024-02-07
NET LEASE OFC PROPERTIES   2023-11-02 2024-02-07
NET LEASE OFC PROPERTIES   2023-11-02 2024-02-07
ONEOK INC   2020-04-29 2024-11-25
ONEOK INC   2023-09-15 2024-11-25
OSHKOSH CORP   2022-03-25 2024-04-09
OSHKOSH CORP   2021-04-29 2024-04-09
OSHKOSH CORP   2022-03-25 2024-04-09
OSHKOSH CORP   2022-03-25 2024-12-26
OTC MARKETS GROUP INC COM CL A   2016-07-12 2024-06-17
OTC MARKETS GROUP INC COM CL A   2016-07-12 2024-06-17
OTC MARKETS GROUP INC COM CL A   2016-07-12 2024-06-17
OTC MARKETS GROUP INC COM CL A   2016-07-12 2024-06-17
OTC MARKETS GROUP INC COM CL A   2017-04-07 2024-06-17
OUTFRONT MEDIA INC COM NPV   2024-12-31 2024-12-31
PFIZER INC   2019-08-21 2024-07-31
PFIZER INC   2024-04-22 2024-07-31
PGIM TR ULTRA SHORT ETF   2023-10-26 2024-08-01
PITNEY BOWES INC   2023-01-05 2024-09-05
PITNEY BOWES INC   2023-01-05 2024-09-05
PITNEY BOWES INC   2023-01-05 2024-09-05
PITNEY BOWES INC   2023-10-02 2024-09-05
PROSPECT CAPITAL COR   2024-05-15 2024-09-16
PROSPECT CAPITAL COR   2024-08-07 2024-09-18
PROSPECT CAPITAL COR   2024-08-07 2024-09-18
PROSPECT CAPITAL COR   2024-08-07 2024-09-16
PROSPECT CAPITAL COR   2024-05-16 2024-09-16
PROSPECT CAPITAL COR   2024-08-07 2024-09-18
PROTO LABS   2021-02-05 2024-12-26
RTX CORPORATION   2022-04-14 2024-08-27
SHARECARE INC CL A   2024-06-21 2024-10-23
SINCLAIR INC CL A   2023-12-20 2024-03-13
SINCLAIR INC CL A   2023-12-20 2024-03-13
SL GREEN REALTY CORP   2020-04-28 2024-03-05
SL GREEN REALTY CORP   2021-01-19 2024-03-05
SL GREEN REALTY CORP   2022-01-19 2024-03-05
SL GREEN REALTY CORP   2022-07-20 2024-03-05
SOUTHERN COPPER CORP   2023-11-06 2024-05-23
SOUTHERN COPPER CORP   2023-11-06 2024-08-09
SOUTHERN COPPER CORP   2023-11-06 2024-11-06
STANLEY BLACK & DECKER INC   2022-11-15 2024-09-06
STANLEY BLACK & DECKER INC   2023-10-24 2024-09-06
STATE STREET CORP   2020-03-26 2024-01-17
STATE STREET CORP   2020-03-26 2024-01-17
STATE STREET CORP   2021-08-25 2024-01-17
STATE STREET CORP   2023-09-28 2024-01-17
SYSCO CORP   2023-10-19 2024-08-06
TAIWAN SMCNDCTR MFG CO LTD ADR   2021-03-26 2024-01-22
TAIWAN SMCNDCTR MFG CO LTD ADR   2022-03-25 2024-01-22
TORTOISE ENERGY INFRA CORP   2023-03-14 2024-12-23
TRUIST FINL CORP   2022-05-17 2024-08-06
TRUIST FINL CORP   2023-03-14 2024-08-06
US SILICA HLDGS INC   2021-10-04 2024-07-31
VALUE LINE INC   2023-03-14 2024-12-26
VALUE LINE INC   2023-03-14 2024-12-26
VALUE LINE INC   2023-03-14 2024-12-26
VALUE LINE INC   2023-03-14 2024-12-26
VALUE LINE INC   2023-03-15 2024-12-26
VANECK DIGITAL TRANSFORMATIO   2024-07-01 2024-12-19
VANECK RARE EARTH/STRATEGIC   2021-08-18 2024-12-26
VANECK RARE EARTH/STRATEGIC   2023-12-15 2024-12-26
VANECK RARE EARTH/STRATEGIC   2023-11-24 2024-12-26
VANECK RARE EARTH/STRATEGIC   2023-11-24 2024-12-26
VANECK RARE EARTH/STRATEGIC   2022-06-01 2024-12-26
VANECK RARE EARTH/STRATEGIC   2022-06-01 2024-12-26
VANECK RARE EARTH/STRATEGIC   2022-04-01 2024-12-26
VANECK RARE EARTH/STRATEGIC   2022-03-18 2024-12-26
VANECK RARE EARTH/STRATEGIC   2024-12-09 2024-12-26
VIRTU FINANCIAL INC   2023-03-15 2024-05-16
VIRTU FINANCIAL INC   2022-03-31 2024-05-16
VIRTU FINANCIAL INC   2021-02-02 2024-05-16
VIRTU FINANCIAL INC   2022-09-22 2024-05-16
VIRTU FINANCIAL INC   2023-11-06 2024-05-16
WASH TRUST BANCORP INC   2023-09-22 2024-02-02
WASH TRUST BANCORP INC   2023-09-22 2024-02-02
WASH TRUST BANCORP INC   2023-09-28 2024-02-02
WASH TRUST BANCORP INC   2023-10-24 2024-02-02
WASH TRUST BANCORP INC   2023-10-24 2024-02-02
WASH TRUST BANCORP INC   2023-10-24 2024-02-02
WASH TRUST BANCORP INC   2023-10-24 2024-02-02
WASH TRUST BANCORP INC   2023-10-27 2024-02-02
WASH TRUST BANCORP INC   2023-10-27 2024-02-02
WASH TRUST BANCORP INC   2023-10-27 2024-02-02
WINGSTOP INC   2022-05-19 2024-07-31
WISDOMTREE US SMALLCAP DIV FND   2020-03-26 2024-05-08
WISDOMTREE US SMALLCAP DIV FND   2021-04-23 2024-05-08
WORTHINGTON ENTERPRISES INC   2021-04-09 2024-01-23
ZEBRA TECH CL-A   2022-05-16 2024-12-23
CAPITAL GAIN DISTRIBUTIONS   2024-12-31 2024-12-31
BLACKSTONE MINERALS AFTER SALE   2024-12-31 2024-12-31
(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 12,372   10,302 2,070
b 11,171   7,362 3,809
c 4,030   3,881 149
d 4,409   5,725 -1,316
e 8,818   6,564 2,254
683   1,286 -603
6,828   11,839 -5,011
9,637   22,007 -12,370
1,927   2,595 -668
520   701 -181
1,927   2,596 -669
11,564   15,576 -4,012
405   544 -139
2,930   3,936 -1,006
2,024   2,884 -860
289   412 -123
1,927   2,751 -824
5,397   7,714 -2,317
9,637   19,650 -10,013
3,912   4,419 -507
1,405   1,808 -403
4,215   2,804 1,411
2,235   2,279 -44
17,340   16,780 560
86   193 -107
4,235   3,986 249
255   250 5
6,075   5,985 90
3,608   3,549 59
960   939 21
1,215   1,205 10
36   36 0
4,782   5,007 -225
12,896   10,616 2,280
62   19 43
14,070   12,990 1,080
8,282   6,566 1,716
5,026   1,991 3,035
5,026   2,008 3,018
4,529   2,011 2,518
9,059   3,981 5,078
15,078   10,560 4,518
7,978   2,595 5,383
21,323   20,575 748
1,060   808 252
20,139   18,495 1,644
10,600   8,994 1,606
27   25 2
5,232   5,135 97
10,226   10,066 160
4,389   4,320 69
5,232   5,135 97
15   14 1
2,149   2,226 -77
621   4,764 -4,143
2,482   6,388 -3,906
2,482   4,672 -2,190
8,265   6,100 2,165
14,283   13,831 452
1,818   1,650 168
18,185   17,076 1,109
1,536   955 581
15,359   15,173 186
17,204   15,791 1,413
768   863 -95
22,273   21,664 609
12,304   12,243 61
937   750 187
99   66 33
17,091   11,541 5,550
8,434   6,003 2,431
9,371   7,225 2,146
1,581   1,067 514
4,362   6,175 -1,813
10,179   8,712 1,467
451   5,577 -5,126
4,570   4,809 -239
2,285   1,524 761
9,140   7,678 1,462
6,855   5,548 1,307
2,285   2,405 -120
20,451   13,112 7,339
46   29 17
69   44 25
5   5 0
6   6 0
3   3 0
1   1 0
5   5 0
5   5 0
2   2 0
1   1 0
814   1,177 -363
8,957   8,552 405
408   1,532 -1,124
3,670   24,951 -21,281
4,078   9,597 -5,519
6,183   7,283 -1,100
18,550   16,859 1,691
12   11 1
475   221 254
8   4 4
301   141 160
1,096   243 853
32,884   20,575 12,309
17,745   15,191 2,554
12,587   12,957 -370
20,008   17,130 2,878
9,523   10,774 -1,251
1,259   436 823
29,142   10,055 19,087
6,507   2,246 4,261
1,943   670 1,273
9,714   4,252 5,462
8   8 0
3,096   3,327 -231
12,386   10,554 1,832
14,860   14,834 26
4,022   2,673 1,349
670   446 224
2,011   1,338 673
3,351   1,675 1,676
5,430   5,595 -165
2,154   1,988 166
2,690   2,485 205
2,715   2,485 230
10,860   10,994 -134
5,918   5,467 451
1,010   5,393 -4,383
11,946   10,464 1,482
7,150   6,842 308
559   537 22
6,087   5,853 234
459   491 -32
16   20 -4
16   28 -12
9,327   9,232 95
12   8 4
6   4 2
6   5 1
19,461   17,090 2,371
8,758   7,134 1,624
75   49 26
672   445 227
6,721   8,304 -1,583
7,468   6,737 731
15,150   13,202 1,948
1,127   1,132 -5
33,825   31,790 2,035
7   4 3
8,359   9,582 -1,223
12,538   10,407 2,131
155   90 65
1,601   1,479 122
213   196 17
3,308   3,066 242
213   198 15
5,336   4,959 377
8,175   6,404 1,771
403   1,046 -643
16,112   23,880 -7,768
12,084   17,573 -5,489
8,056   11,708 -3,652
8,056   19,359 -11,303
12,084   29,051 -16,967
12,084   36,584 -24,500
7,653   20,562 -12,909
24,167   27,774 -3,607
7,108   5,319 1,789
7,108   11,322 -4,214
2,369   2,848 -479
7,108   6,932 176
11,847   9,025 2,822
2,558   2,551 7
5,439   5,420 19
7,995   8,202 -207
213   179 34
6,500   5,466 1,034
1,332   1,120 212
2,610   2,195 415
5,322   4,355 967
2,076   1,699 377
5,912   4,834 1,078
3,643   749 2,894
317   183 134
2,857   2,904 -47
5,462   4,410 1,052
3,905   3,288 617
86     86
    82 -82
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       2,070
b       3,809
c       149
d       -1,316
e       2,254
      -603
      -5,011
      -12,370
      -668
      -181
      -669
      -4,012
      -139
      -1,006
      -860
      -123
      -824
      -2,317
      -10,013
      -507
      -403
      1,411
      -44
      560
      -107
      249
      5
      90
      59
      21
      10
      0
      -225
      2,280
      43
      1,080
      1,716
      3,035
      3,018
      2,518
      5,078
      4,518
      5,383
      748
      252
      1,644
      1,606
      2
      97
      160
      69
      97
      1
      -77
      -4,143
      -3,906
      -2,190
      2,165
      452
      168
      1,109
      581
      186
      1,413
      -95
      609
      61
      187
      33
      5,550
      2,431
      2,146
      514
      -1,813
      1,467
      -5,126
      -239
      761
      1,462
      1,307
      -120
      7,339
      17
      25
      0
      0
      0
      0
      0
      0
      0
      0
      -363
      405
      -1,124
      -21,281
      -5,519
      -1,100
      1,691
      1
      254
      4
      160
      853
      12,309
      2,554
      -370
      2,878
      -1,251
      823
      19,087
      4,261
      1,273
      5,462
      0
      -231
      1,832
      26
      1,349
      224
      673
      1,676
      -165
      166
      205
      230
      -134
      451
      -4,383
      1,482
      308
      22
      234
      -32
      -4
      -12
      95
      4
      2
      1
      2,371
      1,624
      26
      227
      -1,583
      731
      1,948
      -5
      2,035
      3
      -1,223
      2,131
      65
      122
      17
      242
      15
      377
      1,771
      -643
      -7,768
      -5,489
      -3,652
      -11,303
      -16,967
      -24,500
      -12,909
      -3,607
      1,789
      -4,214
      -479
      176
      2,822
      7
      19
      -207
      34
      1,034
      212
      415
      967
      377
      1,078
      2,894
      134
      -47
      1,052
      617
      86
      -82
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 -27,326
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 2,086
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,086
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,086
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 7,507
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,507
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 5,421
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow5,421 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowFL
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 arrowN/A
14
The books are in care ofright arrowBLUE OCEAN CAPITAL Telephone no.right arrow (561) 659-3301

Located atright arrowPO BOX 2210WEST PALM BEACHFL ZIP+4right arrow33402
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PETER A HALMOS PRES., SEC.
10.00 		0 0 0
700 S OLIVE AVENUE
WEST PALM BEACH,FL33401
NICHOLAS HALMOS VICE PRES.
1.00 		0 0 0
700 S OLIVE AVENUE
WEST PALM BEACH,FL33401
VICKI HALMOS VICE PRES.
40.00 		0 0 0
700 S OLIVE AVENUE
WEST PALM BEACH,FL33401
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
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
3,655,734
b
Average of monthly cash balances.......................
1b
97,495
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,753,229
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
3,753,229
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
56,298
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,696,931
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
184,847
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
184,847
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,086
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,086
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
182,761
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
182,761
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
182,761
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
148,651
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
148,651
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 7 182,761
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 62,907
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 148,651
a Applied to 2023, but not more than line 2a 62,907
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 85,744
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		97,017
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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).)
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

GLOBAL SELF FOUNDATION

3900 EAST INDIANTOWN ROAD SUITE 607
BOX 108
JUPITER,FL33477 		  PC GENERAL 28,500

MARY IMMACULATE CHURCH

390 S SEQUOIA DRIVE
WEST PALM BEACH,FL33409 		  PC GENERAL 1,000

COMMUNITY FOUNDATION SANTA CRUZ

7807 SOQUEL DRIVE
APTOS,CA95003 		  PC GENERAL 75,000
Total .................................right arrow 3a 104,500
bApproved for future payment
Total ................................. right arrow 3b 0
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
aPRINCIPAL PLAYERS BOX OFFICE SALES         28,430
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    
4 Dividends and interest from securities ....     14 155,218  
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 -27,326  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 FLOW THROUGH UBI 		525990 -7      
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -7 127,892 28,430
13Total. Add line 12, columns (b), (d), and (e)..................
13
156,315
(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.)
1A PROVIDING OPPORTUNITY AND FORUM FOR LOCAL YOUTH ACTORS IN COMMUNITY.
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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE PETER HALMOS FAMILY FOUNDATION
 
Employer identification number

59-2409780
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE PETER HALMOS FAMILY FOUNDATION
  		Employer identification number
59-2409780
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
PETER HALMOS
PO BOX 2210
 
WEST PALM BEACH, FL33402

$ 16,760


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
VICKI HALMOS
PO BOX 2210
 
WEST PALM BEACH, FL33402

$ 22,408


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
PETER HALMOS & SONS INC
 
PO BOX 2210
 
WEST PALM BEACH, FL33402

$ 72,900


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE PETER HALMOS FAMILY FOUNDATION
  		Employer identification number

59-2409780
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
3
 90,000 SHARES OF CISO GLOBAL INC. (CISO) STOCK $ 72,900 2024-06-17
(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)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE PETER HALMOS FAMILY FOUNDATION
  		Employer identification number

59-2409780
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.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE PETER HALMOS FAMILY FOUNDATION
EIN:
59-2409780
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 16,760 4,190 0 0

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

TY 2024 DepreciationSchedule
Name:
THE PETER HALMOS FAMILY FOUNDATION
EIN:
59-2409780
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
HP COMPUTER 2010-03-24 2,006 2,006 200DB 5.000000000000 0 0 0  
FILM EQUIPMENT 2004-07-13 5,874 5,874 200DB 5.000000000000 0 0 0  
LAPTOP COMPUTER 2004-09-15 2,332 2,332 200DB 5.000000000000 0 0 0  
MUSIC EQUIPMENT FROM GUITAR CENTER 2005-06-30 6,746 6,746 200DB 5.000000000000 0 0 0  
PROJECTOR 2005-08-31 958 958 200DB 5.000000000000 0 0 0  
MONITOR 2005-08-31 205 205 200DB 5.000000000000 0 0 0  
FILM EQUIPMENT 2005-09-30 3,838 3,838 200DB 5.000000000000 0 0 0  
CD COLLECTION 2005-09-30 1,517 1,517 200DB 5.000000000000 0 0 0  
AUDIO RECORDING DEVICE 2005-10-31 545 545 200DB 5.000000000000 0 0 0  
VIDEO EQUIPMENT 2005-06-30 8,021 8,021 200DB 5.000000000000 0 0 0  
ROUTER FOR INTERNET 2005-06-30 573 573 200DB 5.000000000000 0 0 0  
SOUND & MICROPHONE EQUIPMENT 2009-01-25 17,074 17,074 200DB 5.000000000000 0 0 0  
SHURE SLXD14D DUAL-CHANNEL BODYPACK WIRELESS SYSTEM 2023-10-26 8,953 299 SL 5.000000000000 1,791 0 1,791  

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
THE PETER HALMOS FAMILY FOUNDATION
EIN:
59-2409780
Statement:
THE STATE OF FLORIDA DOES NOT WANT A COPY OF FORM 990-PF.

TY 2024 InvestmentsCorpStockSchedule
Name:
THE PETER HALMOS FAMILY FOUNDATION
EIN:
59-2409780
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO 14,098 14,200
ABRDN BLOOMBERG ALL COMMODIT 3,796 3,133
ACQUIRERS DEEP VALUE ETF 3,114 3,453
ADT INC COM 8,118 7,256
ADVANCED FLOWER CAPITAL INC 6,247 4,248
ADVISORSHARES TRUST ADVISOR SHARES PURE CANNABIS 7,233 726
AFLAC INC 586 1,034
AGCO CORP 10,552 9,348
ALBEMARLE CORP 1,373 861
ALLISON TRANSMISSION HLDGS INC COM 403 1,081
ALPS ETF TR EQUAL SECTOR WEIGHT ETF 988 1,253
ALPS ETF TR RIVERFRONT STRATEGIC INCOME FUND 12,380 11,563
ALPS SECTOR DIVIDEND DOGS ETF 26,730 28,256
ALTRIA GROUP INC 14,911 15,687
AMAZON INC. 1,238 2,194
AMERICAN EXPRESS CO 1,707 2,968
AMERICAN INTERNATIONAL GROUP INC 554 728
AMMO INC 3,834 1,980
AMPLIFY BLUESTAR ISRAEL TECH 6,892 5,147
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 10,293 12,144
AMPLIFY HIGH INCOME ETF 1,367 1,152
ANGLOGOLD ASHANTI PLC 4,726 4,616
ANNALY CAP MGMT INC COM 1,683 1,409
APA CORPORATION 11,205 11,545
ARBOR RLTY TR INC COM 15,764 13,850
ARCHER DANIELS MIDLAND CO COM 498 505
ARES CAP CORP COM 181 219
ASANA INC 624 203
ATAC US ROTATION ETF 224 166
AUTOSCOPE TECHNOLOGIES CORP 1,406 1,600
BADGER METER INC COM 1,071 2,121
BANK OF AMERICA CORP 43,911 43,950
BANK OF NEW YORK MELLON CORP 14,994 23,817
BARRETT BUSINESS SERVICES INC 715 1,738
BARRICK GOLD CORPORATION 57,252 38,750
BARRINGS BDC INC 4,556 4,785
BAUSCH HEALTH COMPANIES INC. 11,191 8,060
BIGLARI HOLDINGS INC 1,613 2,543
BIONTECH SE 1,519 1,140
BLACKROCK MULTI-SECTOR INCOME TRUST 1,502 1,460
BLACKROCK SCIENCE & TECHNOLGOY TRUST 2,619 2,071
BLUE OWL CAPITAL CORPORATION 7,574 7,560
BOEING CO COM 1,928 1,770
BP PLC SPONSORED ADR 11,287 9,164
BRANDYWINE RLTY TR SH BEN INT NEW 3,834 2,800
BRIGHTSPIRE CAPITAL INC 4,247 2,820
BRIXMOR PPTY GROUP INC COM 161 278
BROOKFIELD ASSET MANAGEMENT 8,454 10,838
BRUNSWICK CORP 1,084 711
CAL MAINE FOODS INC COM NEW 359 1,029
CALAMOS CONVERTIBLE OPPORTUNITIES AND INCOME FUND 7,071 6,070
CAMBRIA SHAREHOLDER YIELD ETF 604 685
CENOVUS ENERGY INC 85 151
CENTERSPACE COMMON STOCK 5,637 6,615
CHARLES SCHWAB NEW 558 740
CHEMOURS CO COM 319 169
CHENIERE ENERGY INC. 1,409 2,149
CHEVRON CORP NEW COM 14,352 14,484
CHI RIVET & MACH 7,480 6,336
CHURCH & DWIGHT CO INC 822 1,047
CITIZENS FINANCIAL GROUP INC. 1,057 1,269
CLEARWAY ENERGY INC 248 245
CMB TECH NV 8,355 4,965
CME GROUP INC COM 1,745 2,322
COHEN & STEERS CLOSED-END OPPORTUNITY FUND 1,118 1,270
COLGATE-PALMOLIVE CO 757 909
COMCAST CORP NEW CL A 25,417 18,765
CONAGRA BRANDS INC 8,348 8,325
CONOCO PHILIPS 68 198
CONS DISCRET SEL SECT SPDR FD 1,755 2,244
COTERRA ENERGY INC 20,580 20,432
CVR ENERGY INC. 3,008 1,874
D R HORTON INC 940 1,398
DAQO NEW ENERGY CROP 740 194
DEFIANCE NEXT GEN CONNECT ETF 3,283 4,765
DELUXE CORPORATION 137,628 135,540
DEVON ENERGY CORP 236,566 147,285
DILLARD'S INC 2,556 4,317
DORIAN LPG LTD. 6,926 7,311
DOUBLELINE OPPORTUNISTIC CR FD COM 4,713 4,650
DOUBLELINE YIELD OPPORTUNITIES FUND 1,994 1,583
DOW, INC. 16,505 12,440
DUTCHBROS INC. 246 524
EASTERLY GOVERNMENT PROPERTIES INC. 3,509 2,272
EATON VANCE ENHANCED EQUITY INCOME FUND II 21,477 26,345
EATON VANCE TAX ADVT DIV INCM COM 12,141 12,266
EMERSON ELECTRIC CO 8,995 12,393
ENBRIDGE INC 7,011 8,486
ENI S.P.A. 6,044 5,472
EPSILON ENERGY LTD 5,090 6,210
EQT CORPORATION 318 461
ESC BRIGGS & STRAT ORATIONWIS 20,239 0
EXCELERATE ENERGY INC. 5,782 6,050
EXTENDICARE INC COM 3,791 5,173
EXXON MOBIL CORP 2,479 2,474
FEDERAL AGRIC MTG CORP CL C 1,033 1,970
FIDELITY COVINGTON TRUST FIDELITY DIVIDEND ETF FOR RISING RATES 397 514
FIDELITY HIGH DIVIDEND ETF 3,686 4,994
FIFTH 3RD BANCORP OHIO 8,187 12,684
FIRST TR EXCHANGE TRADED FD VI FIRST TRUST NASDAQ BANK ETF 188 318
FIRST TRUST EXCHANGE TRADED FUND II FIRST TRUST NATURAL GAS EFT 252 246
FIRST TRUST FINANCIALS ALPHADEX FUND 253 541
FIRST TRUST MULTI-ASSET DIVERSIFIED INCOME INDEX FUND 131 162
FIRST TRUST NASDAQ ABF CBIF 13,612 16,666
FIRST TRUST WATER ETF 833 1,021
FLAHERTY & CRUMRIN PFD & INM S COM 2,163 1,553
FLANIGANS ENTERPRISES INC 5,300 5,050
FLEX LNG LTD 7,752 6,882
FLEXSHARES GLOBAL UPSTREAM NAT 437 364
FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND 4,801 4,068
FLEXSHARES INTERNATIONAL QUALITY DIVIDEND DEFENSIVE INDEX FUND 4,024 4,068
FLEXSHARES READY ACCESS VARIABLE INCOME FUND 7,617 7,517
FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND 5,781 5,422
FLEXSHARES TR QUALITY DIVID INDEX FD 3,858 7,055
FLYWIRE CORPORATION VOTING 442 206
FORD MTR CO DEL COM PAR $0.01 116,262 99,000
FORTUNE BRANDS INNOVATIONS, INC. 8,783 6,833
FOX CORP CL A COM 19,837 24,290
FRANKLIN RESOURCES INC 25,603 20,290
FTAI AVIATION LTD 209 1,440
FTAI INFRASTRUCTURE INC. 34 73
GABELLI DIVIDEND & INCOME TRUST 1,887 2,415
GAMING & LEISURE PPTYS INC COM 423 482
GASDEN DYNAMIC MULTI-ASSET 262 316
GENERAL DYNAMICS CORP 1,881 2,635
GILEAD SCIENCES INC COM 6,827 9,237
GLADSTONE COML CORP COM 3,024 3,410
GLADSTONE LAND CORP 127 109
GLOBAL INDUSTRIAL COMPANY 290 248
GLOBAL MEDICAL REIT INC COM 4,339 2,316
GLOBAL X CLEANTECH EFT 13,129 4,071
GLOBAL X HYDROGEN ETF 7,876 4,606
GLOBAL X LITHIUM BATTERY 9,561 7,748
GLOBAL X NASDAQ 100 COVERED CALL ETF 1,966 1,822
GLOBAL X SOCIAL MEDIA ETF 4,290 4,232
GLOBAL X SUPERDIVIDEND ETF 40,258 31,136
GLOBAL X SUPERDIVIDEND REIT ETF 2,696 2,001
GOLDMAN SACHS BDC INC 5,691 3,630
GRANITE POINT MORTGAGE TRUST I 3,170 2,790
GREEN BRICK ENTERPRISES INC 240 565
GREIF INC CL A 642 611
GRIFFON CORP 233 713
H & R BLOCK INC 171 528
HA SUSTAINABLE INFRA CAP INC 12,940 13,415
HANESBRANDS INC COM 22,466 16,280
HARLEY DAVIDSON INC COM 9,702 9,039
HF SINCLAIR CORPORATION 52,390 35,050
HONDA MOTOR CO LTD 9,550 8,565
HORMEL FOODS CORP COM 20,296 15,685
HSBC HLDGS PLC SPON ADR NEW 7,110 9,397
HUNTINGTON BANCSHARES INCORPORTED 4,033 4,881
HUNTSMAN CORP COM 315 180
INTEL CORP 296 201
INTERACTIVE BROKERS GROUP, INC. 532 1,767
INTERCONTINENTAL EXCHANGE INC COM 927 1,490
INTERNATIONAL BUSINESS MACHINES CORP 1,312 2,198
INTL PAPER CO COM 462 538
INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF 439 507
INVESCO EXCHANGE TRADED FD TR II S&P GLOBAL WATER INDEX ETF 12,102 10,840
INVESCO EXCHANGE TRADED FD TR II SMALLCAP LOW VOLATILITY 443 472
INVESCO EXCHANGE TRADED FUND WEIGHT HEALTH CARE EFT 2,611 2,930
INVESCO EXCHANGES TRADED FD TR II S&P 500 HIGH BETA 581 887
INVESCO EXCHANGE-TRADED FUND KBW HIGH DIVIDEND YIELD FINANCIAL ETF 1,954 1,467
INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF 3,650 3,162
INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 2,011 2,126
INVESCO LTD SHS 98,643 87,400
INVESCO MSCI GREEN BUILDING ETF 5,090 3,164
INVESCO OPTIMUM YIELD DIVERSIF 1,796 1,299
INVESCO PHARMACEUTICALS ETF 8,223 9,088
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 4,409 5,423
INVESCO S&P 100 EQUAL WEIGHT ETF 744 1,023
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 369 483
INVESCO S&P 500 LOW VOLATILITY ETF 12,822 14,000
INVESCO S&P MIDCAP QUALITY ETF 556 985
INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF 4,417 5,542
INVESCO VARIABLE RATE PREFERRED ETF 69,716 72,570
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 5,477 5,170
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 4,102 3,679
ISHARES CONVERTIBLE BOND ETF 7,560 8,497
ISHARES CORE 1-5 YEAR USD BOND ETF 5,126 4,777
ISHARES CORE CONSERVATIVE ALLOCATION FUND EFT 3,902 3,730
ISHARES CORE GROWTH ALLOCATION ETF 4,799 5,732
ISHARES CORE S&P 500 ETF 3,948 5,887
ISHARES CORE S&P MID CAP ETF 2,057 3,116
ISHARES CORE S&P U.S. GROWTH ETF 674 1,394
ISHARES ESG MSCI USA LEADERS ETF 538 1,030
ISHARES GLOBAL ENERGY ETF 2,647 3,818
ISHARES GLOBAL FINANCIALS ETF 8,140 9,606
ISHARES INC ISHARES MSCI JAPAN EFT 705 671
ISHARES INC ISHARES MSCI TAIWAN EFT 569 518
ISHARES MORNINGSTAR MID-CAP GROWTH ETF 718 755
ISHARES MSCI EAFE ETF 693 756
ISHARES MSCI EMERGING MARKETS ETF 5,787 4,600
ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF 9,910 6,998
ISHARES MSCI USA ESG SELECT EFT 865 1,216
ISHARES RESIDENTIAL REAL ESTATE CAPPED ETF 763 810
ISHARES RUSSELL 2000 ETF 1,591 2,210
ISHARES RUSSELL 2000 VALUE ETF 972 1,642
ISHARES RUSSELL MID CAP VALUE EFT 989 1,293
ISHARES RUSSELL TOP 200 GROWTH ETF 1,421 2,353
ISHARES SELECT DIVIDEND ETF 11,782 13,129
ISHARES TIPS BOND ETF 12,595 10,655
ISHARES TR ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 1,684 2,069
ISHARES TRUST ISHARES EDGE MSCI MIN VOL USA ETF 674 888
ISHARES TRUST ISHARES ESG AWARE MSCI USA EFT 949 1,288
ISHARES TRUST ISHARES JP MORGAN 997 890
ISHARES U S HEALTHCARE PROVIDERS ETF 1,892 2,400
ISHARES U.S. HOME CONSTRUCTION ETF 609 1,034
ISHARES U.S. INFRASTRUCTURE ETF 354 463
ISHARES U.S. MEDICAL DEVICES ETF 5,816 5,835
ISHARES U.S. REAL ESTATE ETF 9,640 9,306
ISHARES US SMALL CAP VALUE FACTOR ETF 303 325
ITURAN LOCATION AND CONTROL LTD 217 312
JANUS HENDERSON GROUP PLC 94,251 127,590
JOBY AVIATION INC 1,055 813
JOHN HANCOCK HDG EQ & INC FD COM 82 102
JOHNSON & JOHNSON 1,618 1,446
JOHNSON CONTROLS INTL PLC ORDIANARY SHARES 553 789
JPMORGAN CHASE & CO COM 1,087 2,397
JPMORGAN EQUITY PREMIUM INCOME ETF 68,703 63,283
JUNIPER NETWORKS INC COM 3,065 3,745
KAISER ALUMINUM CORP COM PAR $0.01 667 703
KEURIG DR PEPPER INC COM 288 321
KEYCORP 3,120 5,142
KINGSTONE COS INC COM 1,689 1,519
KKR & CO INC CL A 308 1,479
KRAFT HEINZ CO COM 10,638 9,213
KRANESHARES CSI CHINA INTERNET ETF 275 292
KRANESHARES GLOBAL CARBON ET 8,316 8,793
KROGER CO COM 355 612
KYNDRYL HOLDINGS INC 2,348 2,768
LADDER CAP CORP CL A 9,029 5,595
LAMAR ADVERTISING CO NEW CL A 8,423 12,174
LAZ LTD SHS A 9,292 7,990
LEGGETT & PLATT INC COM 80,846 43,200
LIBERTY ALL STAR EQUITY FD SH BEN INT 29,488 29,140
LIBERTY ALL-STAR GROWTH FD INC COM 37,113 35,649
LL FLOORING HGOLDINGS 3,332 0
LOGITECH INTERNATIONAL SA 1,066 828
LOUISIANA-PACIFIC CORP 630 1,035
LTC PPTYS INC COM 4,605 3,455
LXP INDUSTRIAL TRUST 1,019 812
LYONDELLBASELL INDUSTRIES NV 9,988 7,427
MARATHON PETE CORP COM 319 1,395
MARVELL TECHNOLOGY INC. 7,319 11,045
MASTERBRAND, INC. 1,478 1,461
MATERIALS SEL SECT SPDR FD 796 841
MERCEDES BENZ GROUP AG REG 6,239 5,552
MIDCAP FINANCIAL INVESTMENT CORPORATION 5,871 5,396
MITEK SYSTEMS, INC. 95 111
MONROE CAP CORP COM 3,813 2,550
MR. COOPER GROUP INC. 419 960
NATURAL GROCERS BY VITAMIN COTTAGE 91 397
NAVIENT CORPORATION COM 7,238 6,645
NET LEASE OFC PROPERTIES 8,909 10,060
NEWMONT CORPORATION 121,137 85,606
NEXTERA ENERGY INC 6,030 7,169
NIO INC SPON ADS 9,650 8,720
NOKIA CORP SPONSORED ADR 362 443
NORTHERN TR CORP COM 13,460 20,500
NORTHWEST NATURAL HOLDING CO 468 396
NUTRIEN LTD. 5,596 4,475
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS 8,272 8,386
OLD REPUBLIC INTERNATIONAL CORP 2,615 3,619
ORCHID IS CAP INC COM 431 156
ORION OFFICE REIT INC 1,993 371
OTC MKTS GROUP INC CL A 18,683 40,970
OTIS WORLDWIDE CORP 643 926
OUTFRONT MEDIA INC 6,369 9,225
OVINTIV INC. 500 405
PACER BENCHMARK DATA & INFRASTRUCTURE REAL ESTATE SCTR ETF 9,558 8,994
PACER FDS TR WEALTHSHIELD ETF 2,463 3,041
PACER US CASH COWS 100 ETF 14,502 16,944
PAR PACIFIC HOLDINGS 2,294 1,639
PARAMOUNT RESOURCES LTD 7,595 6,638
PENNYMAC MTG INVT TR COM 2,140 1,259
PETMED EXPRESS INC COM 13,770 4,820
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 983 937
PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND 1,311 686
PLYMOUTH INDL REIT INC COM 179 178
PROSHARES DJ BROOKFIELD GLOBAL INFRASTRUCTURE ETF 4,037 4,912
PROSHARES MSCI EAFE DIVIDEND GROWERS ETF 8,262 7,400
PROSHARES MSCI EUROPE DIVIDEND GROWERS ETF 5,009 4,661
PROSHARES RUSSELL US DIVIDEND GROWERS ETF 4,752 4,684
PROSPECT CAPITAL CORP 34,921 34,480
QUALCOMM INC. 1,254 1,536
QURATE RETAIL INC COM SER A 1,139 33
RANGE RESOURCES CORP 279 360
REAL ESTATE SELECT SECT SPDR 3,807 4,067
REALTY INCOME CORP COM 23,480 21,364
REGENCY CTRS CORP 2,007 2,514
S&P GLOBAL INC 3,506 4,980
SCHLUMBERGER NV 339 383
SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO INDX EFT 2,948 2,905
SCHWAB FUNDAMENTAL U.S. BROAD MARKET INDEX ETF 424 698
SCHWAB U.S. TIPS ETF 189,412 154,980
SCHWAB US SMALL-CAP ETF 10,277 10,344
SELECT SECTOR ENERGY SELECT SECTOR SPDR FUND 15,585 17,989
SEMPRA 16,781 17,544
SERVICE CORPORATION INTERNATIONAL 19,319 23,946
SIBANYE GOLD LTD ADR 23,480 13,200
SIREN NASDAQ NEXGEN ECONOMY ETF 4,730 2,564
SITIO ROYALTIES CORP 229 211
SIXTH STREET SPECIALTY LENDING INC 2,260 2,130
SL GREEN REALTY CORP 486 679
SMITH & WESSON BRANDS INC 19,607 15,158
SOLVENTUM CORP 5,836 4,955
SOUTHERN COPPER CORP 730 911
SPDR BLOOMBERG 1-3 MONTH T-B 18,314 18,286
SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 3,409 4,255
SPDR EM MKTS DIV ETF 10,991 10,935
SPDR ICE PREFERRED SECURITIES 4,393 3,299
SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 21,603 25,512
SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETF 10,504 12,547
SPDR RUSSELL 1000 YIELD FOCUS ETF 9,418 10,886
SPDR S&P GLOBAL INFRASTRUCTURE ETF 4,471 5,917
SPDR S&P GLOBAL NATURAL RESOURCES ETF 524 498
SPDR S&P KENSHO INTELLIGENT STRUCTURES ETF 4,777 3,417
SPDR S&P KENSHO SMART MOBILITY ETF 5,632 2,840
SPDR SER TR S&P REGL BKG ETF 406 604
SPDR SER TR S&P RETAIL ETF 927 796
SPDR SERIES TR BLOOMBERG BARCLASY HIGH YIELD BOND 11,003 9,547
SPDR SERIES TRUS SPDR PORTFOLIO S&P 500 VALUE 3,478 5,114
SPDR SERIES TRUST 3,074 2,986
SPDR SERIES TRUST S&P TRANSN EFT 888 867
SSGA ACTIVE TRUST 3,862 4,418
STAG INDUSTRIAL INC 302 338
STARBUCKS CORP COM 1,082 913
STARWOOD PROPERTY TRUST INC 132 190
STATE STR CORP COM 6,737 9,815
STELLANTIS N.V. COMMON SHARES 8,911 6,851
STEPAN CO COM 14,732 12,940
STRAWBERRY FIELDS REIT INC 3,153 3,162
STURM RUGER & COMPANY INC 9,799 7,428
SUMMIT HOTEL PPTYS INC COM 2,286 1,370
SUN LIFE FINL INC COM 414 593
SUNCOKE ENERGY INC 9,152 10,807
SUNRISE REALTY TRUST INC 1,870 2,394
SUNRUN INC COM 168 93
SYSCO CORP 31,973 30,584
TANGER INC. 122 341
TCW TRANSFORM 500 ETF 509 688
TERNIUM SA 5,666 2,908
THE CAMPBELLS COMPANY 4,247 4,188
THOR INDS INC COM 855 957
TIMKEN CO COM 606 714
TORTOIS GLOBAL WATER ESG FU 4,458 4,692
TORTOISE MIDSTRM ENERGY FD INC 9,881 16,002
TORTOISE SUSTAINABLE & SOCIAL 1,145 1,200
TOTALENERGIES SE 17,618 16,350
TRANE TECHNOLOGIES PLC 1,550 3,694
UBS GROUP AG SHS 93 303
UNILEVER PLC 4,630 5,670
UNITED AIRLINES HOLDINGS INC 465 971
UNITY SOFTWARE INC 9,068 4,494
UNIVERSAL CORPORATION 456 548
UP FINTECH HOLDING LTD AMERICAN DEPOSITORY 2,018 646
UTILITIES SEL SECT SPDR FUND 20,529 22,707
UTZ BRANDS INC. 1,381 1,566
VALUE LINE INC 6,945 7,017
VANECK INFLATION ALLOCATION 7,725 8,457
VANECK MORNINGSTAR SMID MOAT 9,276 10,341
VANECK STEEL ETF 21,921 17,538
VANECK VECTORS ETF TRUST VANECKVECTORS J P MORGAN EM LOCAL CURRENCY BOND ETF 8,565 6,933
VANECK VECTORS RUSSIA ETF 12,008 0
VANECK VIDEO GAMING AND ESPORTS ETF 5,732 8,338
VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND ETF SHARES 777 632
VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES 4,927 4,782
VANGUARD FTSE EMERGING MARKETS ETF FTSE EMERGING INDEX 5,408 4,404
VANGUARD GLOBAL EX US REAL ESTATE ETF 6,198 4,352
VANGUARD HEALTH CARE INDEX FUND ETF SHARES 2,575 2,537
VANGUARD INDEX FUNDS GROWTH EFT 2,649 4,104
VANGUARD INDEX FUNDS SMALL-CAP VALUE ETF 1,559 1,982
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 697 800
VANGUARD INTL EQUITY INDEX FD INC FTSE ALL WORLD EX USA SMALL CAP ETF 791 1,145
VANGUARD MATERIALS INDEX FUND ETF SHARES 1,778 1,878
VANGUARD MEGA CAP VALUE ETF CRSP U S MEGA CAP VALUE INDEX 978 1,249
VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES 1,392 1,618
VANGUARD S&P MID-CAP 400 INDEX FUND ETF SHARES 1,833 2,110
VANGUARD SHORT-TERM BOND INDEX FUND ETF SHARES 8,216 7,727
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND ETF SHARES 8,313 7,801
VANGUARD SPECIALIZED FUNDS VANGUARD REAL ESTATE ETF 34,353 35,632
VERIZON COMMUNICATIONS INC COM 41,806 39,990
VIATRIS INC 11,984 12,450
VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD 690 626
VIRTUS PRIVATE CREDIT STRATE 223 218
VIRTUS REAVES UTILITIES ETF 15,762 19,125
VOC ENERGY TRUST 33,489 19,120
VODAFONE GROUP PLC NEW SPONSORED ADR 14,096 8,490
W P CAREY INC COM 95,039 81,720
WALGREENS BOOTS ALLIANCE INC 188,646 85,836
WALT DISNEY CO HLDG CO 1,042 1,114
WASH TRUST BANCORP INC 12,994 15,675
WELLS FARGO & CO NEW COM 5,002 7,024
WELLTOWER INC 531 1,260
WESTERN UNION CO 66,321 47,700
WEYERHAEUSER CO COM 344 282
WHITESTONE REIT 18,370 28,340
WILLIAMS COMPANIES INC 333 541
WINNEBAGO INDUSTRIES INC 656 478
WISDOMERE CHINA EX STATE 5,479 2,988
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 360 305
WISDOMTREE SMALLCAP DIVIDEND FUND 323 344
WISDOMTREE TRUST U S QUALITY DIVIDEND GROWTH 5,452 8,093
WISDOMTREE U.S. LARGECAP DIVIDEND FUND 6,216 7,779
WORTHINGTON STEEL INC 2,235 3,182
XEROX HOLDINGS CORP NEW 10,789 8,430
YORK WATER CO 4,550 3,272
CISO STOCK 72,900 312,300

TY 2024 LandEtcSchedule2
Name:
THE PETER HALMOS FAMILY FOUNDATION
EIN:
59-2409780
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
HP COMPUTER 2,006 2,006 0  
FILM EQUIPMENT 5,874 5,874 0  
LAPTOP COMPUTER 2,332 2,332 0  
MUSIC EQUIPMENT FROM GUITAR CENTER 6,746 6,746 0  
PROJECTOR 958 958 0  
MONITOR 205 205 0  
FILM EQUIPMENT 3,838 3,838 0  
CD COLLECTION 1,517 1,517 0  
AUDIO RECORDING DEVICE 545 545 0  
VIDEO EQUIPMENT 8,021 8,021 0  
ROUTER FOR INTERNET 573 573 0  
SOUND & MICROPHONE EQUIPMENT 17,074 17,074 0  
SHURE SLXD14D DUAL-CHANNEL BODYPACK WIRELESS SYSTEM 8,953 2,090 6,863  


TY 2024 OtherAssetsSchedule
Name:
THE PETER HALMOS FAMILY FOUNDATION
EIN:
59-2409780
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
FEDERAL ESTIMATED TAX 9,507 6,421 6,421
CAPITAL GAIN RECEIVABLE 3,062    
DEPOSIT - FACILITIES   1,000 1,000


TY 2024 OtherExpensesSchedule
Name:
THE PETER HALMOS FAMILY FOUNDATION
EIN:
59-2409780
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 2,667 0 0 0
PLAY INSURANCE 1,191 0 448 743
PLAY-MUSIC 1,049 0 395 654
PRODUCTION ADVERTISING 2,296 0 864 1,432
PLAY - SUPPLIES 19,560 0 7,361 12,199
PLAY SURCHARGES & CC CHARGES 16,084 0 6,053 10,031
PLAY - EQUIPMENT RENTAL 500 0 188 312
PRODUCTION RENT 500 0 188 312
PLAY - SET 5,555 0 2,090 3,465


TY 2024 OtherIncomeSchedule2
Name:
THE PETER HALMOS FAMILY FOUNDATION
EIN:
59-2409780
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PRINCIPAL PLAYERS BOX OFFICE SALES 28,430   28,430
K-1 FLOW THROUGH UBI -7   0


TY 2024 OtherProfessionalFeesSchedule
Name:
THE PETER HALMOS FAMILY FOUNDATION
EIN:
59-2409780
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PRODUCTION PAY 23,994 0 9,029 14,965


TY 2024 TaxesSchedule
Name:
THE PETER HALMOS FAMILY FOUNDATION
EIN:
59-2409780
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LICENSES & PERMITS 61 0 23 38
INCOME TAX 2,086 0 0 0
FOREIGN TAXES 985 985 0 0