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
Daelansa Foundation
c/o Sam Michaels
Number and street (or P.O. box number if mail is not delivered to street address)Two North Breakers Row ST 4
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Palm Beach, FL33480
A Employer identification number

58-1577718
B Telephone number (see instructions)

(561) 802-1717
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$556,968
J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 13 13  
4 Dividends and interest from securities... 19,145 19,145  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 53,174
b Gross sales price for all assets on line 6a 219,931
7 Capital gain net income (from Part IV, line 2)... 53,174
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)....... 45 45 0
12 Total. Add lines 1 through 11........ 72,377 72,377 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,000 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,220 3,220 0 0
c Other professional fees (attach schedule).... 5,571 5,571 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 640 640 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,431 9,431 0 0
25 Contributions, gifts, grants paid....... 33,100 33,100
26 Total expenses and disbursements. Add lines 24 and 25 52,531 9,431 0 33,100
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 19,846
b Net investment income (if negative, enter -0-) 62,946
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............. 28,575 23,364 23,364
2 Savings and temporary cash investments.........      
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)....... 107,144 Click to see attachment
List of Attached Documents:
// Content
38,861
50,922
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).......... 314,012 Click to see attachment
List of Attached Documents:
// Content
407,352
482,682
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) 449,731 469,577 556,968
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........ 349,082 349,082
27 Paid-in or capital surplus, or land, bldg., and equipment fund 3,801 3,801
28 Retained earnings, accumulated income, endowment, or other funds 96,848 116,694
29 Total net assets or fund balances (see instructions)..... 449,731 469,577
30 Total liabilities and net assets/fund balances (see instructions). 449,731 469,577
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
449,731
2
Enter amount from Part I, line 27a .....................
2
19,846
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
469,577
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
469,577
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 AQR US Defensive 433.729   2023-12-31 2024-02-22
b Air Prod & Chem 1.0   2023-09-05 2024-02-22
c Bank of Am 13.0   2023-12-31 2024-02-22
d Baxter intl 9.0   2023-12-31 2024-02-22
e Bristol Myers 3.0   2023-12-31 2024-02-22
CBS Health 2.0   2023-10-26 2024-02-22
Chevron Corp 7.0   2023-12-31 2024-02-22
Choice Hotels 1.0   2023-04-26 2024-02-22
Corning Inc. 4.0   2023-10-26 2024-02-22
Dominion Energy 2.0   2023-07-07 2024-02-22
Dover Corp 1.0   2023-12-01 2024-02-22
Aspen Techonology 1.0   2023-02-27 2024-02-22
Goldman Sachs 37.503   2023-12-20 2024-02-22
Hershey Co 4.0   2023-12-31 2024-02-22
IShares Russell 21.0   2024-02-22 2024-03-13
IShares US Small-Cap 38.0   2024-02-22 2024-03-13
JP Morgan Hedged 4.517   2023-12-20 2024-02-22
Kenvue Inc. 28.0   2023-12-31 2024-02-22
Loomis Sayles Growth 172.241   2024-02-22 2024-03-13
Lowes Companies 4.0   2023-12-31 2024-03-13
Metlife Inc. 2.0   2023-08-04 2024-02-22
Microchip Tech 4.0   2023-12-31 2024-02-22
Morgan Stanley 2.0   2023-12-31 2024-02-22
Norfolk Southern 2.0   2023-12-31 2024-02-22
Northrop Grumman 1.0   2023-07-11 2024-02-22
PNC Financial 3.0   2023-12-31 2024-02-22
Philip Morris 1.0   2023-08-04 2024-02-22
Prologis Inc. 1.0   2023-04-05 2024-02-22
Public Service Ent. 2.0   2023-04-05 2024-02-22
Rollins Inc. 4.0   2023-09-07 2024-02-22
SAIA Inc. 1.0   2023-02-22 2024-02-22
Schwab Charles 17.0   2023-12-31 2024-02-22
Texas Inst. 1.0   2023-11-01 2024-02-22
Travelers Cos. 2.0   2023-12-31 2024-02-22
Truist Finl 11.0   2023-12-31 2024-02-22
US Bancorp 12.0   2023-12-31 2024-02-22
Union Pacific 4.0   2023-12-31 2024-02-22
UPS 2.0   2023-12-31 2024-02-22
Wells Fargo 30.0   2023-12-31 2024-02-22
Zurn Elkay 2.0   2023-12-31 2024-02-22
NXP Semiconduct. 1.0   2023-05-25 2024-02-22
AQR US Defensive 1774.198   2019-03-12 2024-02-22
Abbott Labs 942.71   2022-01-01 2024-02-22
Abbvie Inc. 12.0   2022-01-01 2024-02-22
Air Prod & Chem 7.0   2022-01-01 2024-02-22
Alexandria RE 2.0   2022-01-01 2024-02-24
AM Express 8.0   2022-01-01 2024-02-24
Cencora Inc. 4.0   2022-01-01 2024-02-24
Amgen Inc. 2.0   2020-05-20 2024-02-22
Analog Devices 10.   2022-01-01 2024-02-22
Ansys Inc. 6.0   2022-01-01 2024-12-31
Apple Inc. 1.0   2009-11-15 2024-02-22
Avalonbay Comm 2.0   2016-06-24 2024-02-22
Bank of Am 50.0   2016-07-27 2024-02-22
Becton Dickinson 3.0   2016-06-24 2024-02-22
Bentley Sys 6.0   2022-01-15 2024-12-31
Berkley WR Corp 2.0   2022-01-27 2024-12-31
Best Buy 8.0   2022-01-01 2024-02-22
Blackrock Inc. 2.0   2019-06-24 2024-02-22
Bright Horizons 1.0   2022-11-15 2024-02-22
Bristol Myers 33.0   2022-01-01 2024-02-22
The Cigna Group 4.0   2022-01-01 2024-02-22
CME Group 6.0   2016-06-24 2024-02-22
CMS Energy 10.0   2016-06-24 2024-02-22
CVS Health 8.0   2022-01-01 2024-02-22
Capital One 2.0   2016-06-24 2024-02-22
Charles River Lab 1.0   2022-11-15 2024-03-13
Chemed Corp 1.0   2022-11-15 2024-02-22
Chevron Corp 7.0   2022-01-01 2024-02-22
Choice Hotels 1.0   2023-04-26 2024-11-07
Coca Cola 17.0   2022-01-01 2024-02-22
Comcast Corp 49.0   2022-01-01 2024-02-22
Conocophillips 25.0   2022-01-01 2024-02-22
The Cooper Companies 1.0   2022-11-15 2024-02-22
Corning Inc. 18.0   2022-11-17 2024-02-22
Deere & Co 3.0   2022-01-01 2024-02-22
Dolby Labs 20.0   2022-01-01 2024-12-31
Dominion Energy 12.0   2022-01-01 2024-02-22
Dover Corp 10.0   2022-01-01 2024-02-22
EOG Resources 13.0   2022-01-01 2024-02-22
Equafax 1.0   2022-11-15 2024-02-22
Exponent Inc. 3.0   2022-03-07 2024-12-31
EXXON 19.0   2022-01-01 2024-12-31
Gallager Arthur J 4.0   2016-06-24 2024-12-31
Genl Dynamics 6.0   2016-06-24 2024-02-22
Goldman Sachs 1841.474   2022-01-01 2024-12-31
Hartford Ins. 9.0   2016-06-24 2024-12-31
Henry Jack 1.0   2023-02-23 2024-03-13
Home Depot 4.0   2016-06-24 2024-12-31
Interactive Brokers 1.0   2021-01-27 2024-02-22
IBM 3.0   2022-01-01 2024-12-31
JP Morgan Hedged 96.096   2019-03-12 2024-12-31
Johnson & Johnson 11.0   2022-01-01 2024-02-22
LPL Finl Holdings 1.0   2021-03-04 2024-03-13
Lennox Intl 2.0   2022-11-15 2024-12-10
Lilly Eli 1.0   2016-06-24 2024-02-22
Marsh & McLennan 2.0   2022-01-01 2024-02-22
McDonalds 5.0   2022-01-01 2024-02-22
Merck 5.0   2015-09-16 2024-02-22
Metlife Inc. 13.0   2016-06-24 2024-02-22
Microsoft Corp 4.0   2012-11-26 2024-02-22
Mondelez 13.0   2022-01-01 2024-02-22
Morgan Stanley 20.0   2022-01-01 2024-02-22
Nextera Energy 20.0   2022-01-01 2024-02-22
Nordson 1.0   2021-01-27 2024-02-22
Norfolk Southern 6.0   2022-01-01 2024-02-22
Northrop Grumman 2.0   2022-01-01 2024-02-22
PNC Financial 7.0   2016-06-24 2024-02-22
PPG Industries 11.0   2022-01-01 2024-02-22
Parker Hannifin 2.0   2018-10-29 2024-02-22
Pepsico Inc. 5.0   2016-06-24 2024-02-22
Pfizer Inc. 17.0   2022-01-01 2024-02-22
Philip Morris 18.0   2022-01-01 2024-02-22
Pool Corp 1.0   2022-11-15 2024-02-22
Procter & Gamble 9.0   2022-01-01 2024-02-22
Progressive 5.0   2016-06-24 2024-02-22
Prologis Inc. 5.0   2022-01-01 2024-02-22
Public Service Ent. 9.0   2022-01-01 2024-02-22
RTX Corp 17.0   2022-01-01 2024-12-31
Republic Services 5.0   2016-06-24 2024-02-22
Schwab Charles 12.0   2022-01-01 2024-02-22
Scotts Miracle-Gro 1.0   2022-11-15 2024-03-13
Siteone Landscape Supply 1.0   2022-11-15 2024-03-13
Starbucks 7.0   2022-01-01 2024-02-22
Sysco Corp 13.0   2022-01-01 2024-02-22
TJX Cos 15.0   2022-01-01 2024-02-22
Teledyne Tech 1.0   2022-11-15 2024-02-22
Teledyne Inc. 7.0   2022-11-15 2024-12-31
Texas Inst. 5.0   2016-06-24 2024-02-22
Thor Ind. 2.0   2022-11-15 2024-12-31
US Bancorp 25.0   2022-01-01 2024-02-22
UPS 10.0   2022-01-01 2024-02-22
United Health 4.0   2022-01-01 2024-02-22
Ventas Inc. 8.0   2022-11-17 2024-02-22
Verizon 15.0   2022-11-17 2024-02-22
Walmart Inc. 9.0   2022-01-01 2024-02-22
Watson Inc. 1.0   2022-11-15 2024-02-22
Wells Fargo 24.0   2022-01-01 2024-02-22
Xcel Energy 14.0   2022-01-01 2024-02-22
Zebra Tech 1.0   2022-11-15 2024-03-13
Allegion PLC Foreign 1.0   2022-11-15 2024-02-22
Accenturee PLC Ireland 2.0   2015-07-08 2024-02-22
Eaton Corp Foreign 6.0   2022-01-01 2024-02-22
Metdtronic PLC Foreign 14.0   2022-11-17 2024-02-22
Seagate Tech Foreign 8.0   2022-11-17 2024-02-22
Chubb Ltd 5.0   2016-06-24 2024-02-22
NXP Semiconduct Foreign 6.0   2022-11-17 2024-02-22
(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 10,102   9,460 642
b 229   294 -65
c 441   426 15
d 372   422 -50
e 152   189 -37
154   137 17
1,085   1,075 10
114   125 -11
130   108 22
90   105 -15
162   143 19
179   215 -36
817   724 93
759   808 -49
3,690   3,566 124
2,360   2,271 89
133   127 6
535   636 -101
4,459   4,366 93
918   869 49
138   128 10
333   349 -16
172   188 -16
753   681 72
452   459 -7
438   403 35
90   97 -7
133   123 10
121   126 -5
168   143 25
561   275 286
1,103   1,073 30
164   142 22
439   351 88
394   412 -18
500   433 67
1,009   971 38
296   314 -18
1,608   1,354 254
188   171 17
240   170 70
41,321   36,797 4,524
943   786 157
2,107   1,520 587
1,600   1,232 368
240   227 13
1,717   759 958
942   331 611
566   456 110
1,900   555 1,345
1,967   1,525 442
183   7 176
354   347 7
1,698   731 967
726   491 235
310   240 70
172   83 89
599   564 35
1,622   672 950
108   76 32
1,667   1,686 -19
1,370   900 470
1,288   583 705
568   415 153
615   559 56
270   126 144
264   252 12
591   492 99
1,085   699 386
144   125 19
1,036   788 248
2,032   1,646 386
2,804   1,070 1,734
98   79 19
583   593 -10
1,066   468 598
1,599   1,432 167
541   828 -287
1,622   663 959
1,507   667 840
266   204 62
256   289 -33
1,991   1,328 663
968   183 785
1,627   819 808
40,213   33,052 7,161
839   387 452
173   166 7
1,461   509 952
107   64 43
923   633 290
2,843   1,895 948
1,745   1,366 379
265   134 131
1,292   548 744
770   75 695
405   170 235
1,471   747 724
640   256 384
898   468 430
1,640   109 1,531
956   542 414
1,724   727 997
1,127   668 459
275   184 91
1,546   638 908
905   585 320
1,022   571 451
1,575   1,160 415
1,064   294 770
835   515 320
464   603 -139
1,627   1,433 194
381   348 33
1,434   908 526
951   159 792
667   478 189
543   471 72
1,519   1,110 409
912   249 663
779   430 349
66   64 2
177   130 47
662   473 189
1,038   762 276
1,484   737 747
433   409 24
833   670 163
820   305 515
225   184 41
1,042   1,008 34
1,478   1,688 -210
2,085   894 1,191
353   342 11
610   563 47
1,565   909 656
385   282 103
1,286   1,121 165
824   634 190
284   262 22
128   113 15
740   195 545
1,707   469 1,238
1,195   1,123 72
700   425 275
1,268   624 644
1,438   997 441
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       642
b       -65
c       15
d       -50
e       -37
      17
      10
      -11
      22
      -15
      19
      -36
      93
      -49
      124
      89
      6
      -101
      93
      49
      10
      -16
      -16
      72
      -7
      35
      -7
      10
      -5
      25
      286
      30
      22
      88
      -18
      67
      38
      -18
      254
      17
      70
      4,524
      157
      587
      368
      13
      958
      611
      110
      1,345
      442
      176
      7
      967
      235
      70
      89
      35
      950
      32
      -19
      470
      705
      153
      56
      144
      12
      99
      386
      19
      248
      386
      1,734
      19
      -10
      598
      167
      -287
      959
      840
      62
      -33
      663
      785
      808
      7,161
      452
      7
      952
      43
      290
      948
      379
      131
      744
      695
      235
      724
      384
      430
      1,531
      414
      997
      459
      91
      908
      320
      451
      415
      770
      320
      -139
      194
      33
      526
      792
      189
      72
      409
      663
      349
      2
      47
      189
      276
      747
      24
      163
      515
      41
      34
      -210
      1,191
      11
      47
      656
      103
      165
      190
      22
      15
      545
      1,238
      72
      275
      644
      441
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 53,174
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) 1 875
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........................... 3 875
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- ..... 5 875
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 11
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 886
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   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$ 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 arrow
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 arrowN/A
14
The books are in care ofright arrowAnita J Hamilton Michaels Telephone no.right arrow (561) 655-7722

Located atright arrow425 Worth Avenue 5EPalm BeachFL ZIP+4right arrow33480
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
Anita J Hamilton Michaels Chairman Trustee
1.00
0 0 0
425 Worth Avenue
Palm Beach,FL33408
Frank T Hamilton Secretary Trustee
1.00
10,000 0 0
425 Worth Avenue
Palm Beach,FL33408
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 Checks written to various charities annually. In 2024, 22 charities received funds. 33,100
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 Investments in UBS Financial Services 72,377
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow72,377
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
523,499
b
Average of monthly cash balances.......................
1b
26,085
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
549,584
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
549,584
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
8,244
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
541,340
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
27,067
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
27,067
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
875
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
875
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
26,192
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
26,192
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
26,192
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
33,100
b
Program-related investments—total from Part VIII-B..................
1b
72,377
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
105,477
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 26,192
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 15,833
b From 2020...... 20,449
c From 2021...... 54,175
d From 2022...... 36,232
e From 2023...... 31,858
f Total of lines 3a through e ........ 158,547
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 105,477
a Applied to 2023, but not more than line 2a 0
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..... 26,192
e Remaining amount distributed out of corpus 79,285
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 5 237,832
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 ..........
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) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
15,833
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
221,999
10 Analysis of line 9:
a Excess from 2020.... 20,449
b Excess from 2021.... 54,175
c Excess from 2022.... 36,232
d Excess from 2023.... 31,858
e Excess from 2024.... 79,285
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

Alzheimers Drug Discovery

57 West 57th Street
New York,NY10019
  501(c)(3) Exempt Org Use for their stated purpose. 5,000

American Red Cross

1250 Northpoint Pkwy
West Palm Beach,FL33407
  501(c)(3) Exempt Org Use for their stated purpose. 200

Birthright Isreal Foundation

711 3rd Ave 10th Floor
New York,NY10017
  501(c)(3) Exempt Org Use for their stated purpose. 1,000

Boystown South Florida

1655 Palm Beach Lakes Blvd
West Palm Beach,FL33401
  501(c)(3) Exempt Org Use for their stated purpose. 500

Feed America

13100 Wortham Center Dr
Houston,TX77065
  501(c)(3) Exempt Org Use for their stated purpose. 500

Food For The Poor

6401 Lyons Road
Coconut Creek,FL33073
  501(c)(3) Exempt Org Use for their stated purpose. 500

Friends of the National World War

921 Pennsylvania Avenue
Washington,DC20003
  501(c)(3) Exempt Org Use for their stated purpose. 1,000

Girls Preparatory School

205 Island Avenue
Chattanooga,TN37405
  501(c)(3) Exempt Org Use for their stated purpose. 1,000

Glades Academy Foundation

7368 Building E FL-15
Pahokee,FL33476
  501(c)(3) Exempt Org Use for their stated purpose. 1,000

Hope For Depression Res Foundation

40 W 57th St 1440
New York,NY10019
  501(c)(3) Exempt Org Use for their stated purpose. 10,000

Hospice Foundation of Palm Beach

44 Cocoanut Row
Palm Beach,FL33480
  501(c)(3) Exempt Org Use for their stated purpose. 1,000

Hospital Albert Schweitzer

PO Box 110091
Pittsburgh,PA15232
  501(c)(3) Exempt Org Use for their stated purpose. 1,000

Make A Wish Southern FL

4491 S State Road 7 Suite 201
Ft Lauderdale,FL33314
  501(c)(3) Exempt Org Use for their stated purpose. 500

Palm Beach Fellowship

139 N County Road 36
Palm Beach,FL33480
  501(c)(3) Exempt Org Use for their stated purpose. 1,000

Peggy Adams Animal Rescue

3100/3200 N Military Trail
West Palm Beach,FL33409
  501(c)(3) Exempt Org Use for their stated purpose. 1,000

Promise Fund of FL

340 Royal Poinciana Way
Palm Beach,FL33480
  501(c)(3) Exempt Org Use for their stated purpose. 5,000

Salvation Army

2122 Palm Beach Lakes Blvd
West Palm Beach,FL33409
  501(c)(3) Exempt Org Use for their stated purpose. 500

Smile Train

633 Third Avenue 9th Floor
New York,NY10017
  501(c)(3) Exempt Org Use for their stated purpose. 200

Special Olympics Florida

2728 Lake Worth Road
Lake Worth,FL33461
  501(c)(3) Exempt Org Use for their stated purpose. 500

St Jude

2920 Forest Ln 415
Dallas,TX75234
  501(c)(3) Exempt Org Use for their stated purpose. 1,000

The Soup Kitchen

8655 Boynton Beach Blvd
Boynton Beach,FL33472
  501(c)(3) Exempt Org Use for their stated purpose. 200

USO

PO Box 96860
Washington,DC20077
  501(c)(3) Exempt Org Use for their stated purpose. 500
Total .................................right arrow 3a 33,100
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
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 13  
4 Dividends and interest from securities ....     14 19,145  
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 .....     14 45  
8 Gain or (loss) from sales of assets other than
inventory ............
        53,174
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 19,203 53,174
13Total. Add line 12, columns (b), (d), and (e)..................
13
72,377
(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.)
1 Providing funds for charity
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
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Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
Daelansa Foundation
 
c/o Sam Michaels
EIN:
58-1577718
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Mitchell L. Stump, CPA, PA 3,220 3,220 0 0

TY 2024 InvestmentsCorpStockSchedule
Name:
Daelansa Foundation
 
c/o Sam Michaels
EIN:
58-1577718
Name of Stock End of Year Book Value End of Year Fair Market Value
UBS Equities Common Stocks 38,861 50,922

TY 2024 InvestmentsOtherSchedule2
Name:
Daelansa Foundation
 
c/o Sam Michaels
EIN:
58-1577718
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
UBS Equities Mutual Funds FMV 117,291 160,630
UBS Fixed Income Corporate Bonds and Notes FMV 97,564 99,404
UBS Fixed Income Mutual Funds FMV 46,754 47,085
UBS Non-tradional Mutual Funds AT COST 25,390 42,443
Closed End Funds AT COST 120,353 133,120

TY 2024 OtherIncomeSchedule2
Name:
Daelansa Foundation
 
c/o Sam Michaels
EIN:
58-1577718
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Other 45 45  


TY 2024 OtherProfessionalFeesSchedule
Name:
Daelansa Foundation
 
c/o Sam Michaels
EIN:
58-1577718
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Filing fee 20 20 0 0
UBS 4K 01256 Investment Fees 5,376 5,376 0 0
UBS 4K 01464 Investment Fees 175 175 0 0


TY 2024 TaxesSchedule
Name:
Daelansa Foundation
 
c/o Sam Michaels
EIN:
58-1577718
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign Taxes 157 157 0 0
US Treasury 483 483 0 0