TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

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

OMB No. 1545-0047

2024

Open to Public Inspection

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

Name of foundation
SAXER FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)501 NORTH BROADWAY
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
ST LOUIS, MO63102

A Employer identification number

47-2294729

B Telephone number (see instructions)

(314) 342-4450

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$4,473,746J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	45,863
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	88,951		88,011
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		1,297,557
b	Gross sales price for all assets on line 6a 2,641,488
7	Capital gain net income (from Part IV, line 2)...			1,297,557
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	6,396
12	Total. Add lines 1 through 11........	1,438,767		1,385,568
13	Compensation of officers, directors, trustees, etc.	886		664		221
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	604	453	0	151
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	59,890	44,917		14,973
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	1,217	1,217		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	157	117		39
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	62,754		47,368	0	15,384
25	Contributions, gifts, grants paid.......	650,000				650,000
26	Total expenses and disbursements. Add lines 24 and 25	712,754		47,368	0	665,384
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	726,013
b	Net investment income (if negative, enter -0-)			1,338,200
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	124,197	106,337	106,337
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	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).......	2,517,065	3,258,511	4,367,409
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,641,262	3,364,848	4,473,746
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	2,641,262	3,364,848
	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).....	2,641,262	3,364,848
	30	Total liabilities and net assets/fund balances (see instructions).	2,641,262	3,364,848

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

2,641,262

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

726,013

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

List of Attached Documents:

// Content

2,065

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

3,369,340

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

4,492

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

3,364,848

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	10. CHESAPEAKE ENERGY CORP COM		2022-11-14	2024-01-03
b	25. PEPSICO INC		2022-12-15	2024-01-04
c	86. PFIZER INC		2022-10-12	2024-01-04
d	12. CHESAPEAKE ENERGY CORP COM		2022-11-14	2024-01-08
e	13. CHESAPEAKE ENERGY CORP COM		2022-11-14	2024-01-11
	18. TRAVELERS COMPANIES INC COM		2022-08-29	2024-01-11
	42. CHESAPEAKE ENERGY CORP COM		2022-12-16	2024-01-16
	18. UNITED PARCEL SERVICE COM CLS B		2022-10-12	2024-01-18
	5. UNITEDHEALTH GROUP INC COMMON		2022-08-29	2024-01-18
	116. PFIZER INC		2022-10-12	2024-01-22
	19. AIR PRODS & CHEMS INC COM		2020-06-19	2024-01-24
	2. PROGRESSIVE CORP OHIO		2023-07-12	2024-01-24
	20. APOLLO GLOBAL MGMT INC COM		2022-08-29	2024-01-26
	16. APOLLO GLOBAL MGMT INC COM		2022-08-29	2024-01-29
	8. UNITED PARCEL SERVICE COM CLS B		2022-10-12	2024-01-29
	19. APOLLO GLOBAL MGMT INC COM		2022-08-29	2024-01-30
	20. APPLE COMPUTER INC		2022-08-29	2024-01-30
	39. EDISON INTERNATIONAL		2022-08-29	2024-01-30
	21. APOLLO GLOBAL MGMT INC COM		2022-08-29	2024-01-31
	25. EDISON INTERNATIONAL		2022-08-29	2024-01-31
	30. PFIZER INC		2022-08-29	2024-01-31
	18. UNITED PARCEL SERVICE COM CLS B		2022-08-29	2024-01-31
	16. APOLLO GLOBAL MGMT INC COM		2022-08-29	2024-02-01
	25. EDISON INTERNATIONAL		2020-06-19	2024-02-01
	37. AIR PRODS & CHEMS INC COM		2022-10-12	2024-02-02
	57. CISCO SYSTEMS COMMON		2021-08-04	2024-02-02
	87. CISCO SYSTEMS COMMON		2021-05-20	2024-02-05
	21. EDISON INTERNATIONAL		2020-06-19	2024-02-05
	86. CISCO SYSTEMS COMMON		2021-05-20	2024-02-06
	12. HOME DEPOT INC.		2022-08-29	2024-02-06
	38. MERCK & CO INC NEW COM		2022-08-29	2024-02-06
	22. MICROSOFT CORP COMMON		2022-08-29	2024-02-06
	18. PEPSICO INC		2022-12-15	2024-02-06
	32. SAP AKTIENGESELLSCHAFT SPONSORED ADR		2022-10-26	2024-02-06
	21. UNION PAC CORP		2022-08-29	2024-02-06
	21. EDISON INTERNATIONAL		2020-06-19	2024-02-07
	7. HONEYWELL INTERNATIONAL INC		2022-08-29	2024-02-07
	69. CISCO SYSTEMS COMMON		2022-08-29	2024-02-08
	25. EDISON INTERNATIONAL		2020-06-19	2024-02-08
	69. CISCO SYSTEMS COMMON		2022-10-12	2024-02-09
	146. PFIZER INC		2022-08-29	2024-02-12
	12. PROGRESSIVE CORP OHIO		2023-07-12	2024-02-14
	29. APOLLO GLOBAL MGMT INC COM		2022-08-29	2024-02-16
	148. PFIZER INC		2022-10-12	2024-02-16
	1. BECTON DICKINSON & CO COM		2020-06-19	2024-02-26
	9. BECTON DICKINSON & CO COM		2022-08-29	2024-02-26
	255. PFIZER INC		2020-06-19	2024-02-27
	8. LINDE PLC SHS		2023-02-09	2024-02-27
	5. NETFLIX INC COM		2023-10-06	2024-02-29
	1. BECTON DICKINSON & CO COM		2023-06-01	2024-03-04
	80. BECTON DICKINSON & CO COM		2022-10-12	2024-03-04
	14. JOHNSON & JOHNSON		2022-12-14	2024-03-04
	41. MASTERCARD INC CL A		2022-10-12	2024-03-04
	28. JOHNSON & JOHNSON		2022-12-14	2024-03-05
	12. PIONEER NATURAL RESOURCES CO		2022-10-12	2024-03-05
	22. MONDELEZ INTL INC CL A		2022-08-29	2024-03-07
	36. TRAVELERS COMPANIES INC COM		2022-08-29	2024-03-11
	50. GENERAL MTRS CO COM		2022-11-18	2024-03-12
	69. GENERAL MTRS CO COM		2022-09-18	2024-03-12
	4. HOME DEPOT INC.		2022-08-29	2024-03-15
	26. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008		2022-08-29	2024-03-15
	17. VULCAN MATERIALS COMPANY		2022-12-15	2024-03-15
	1000. ELI LILLY & CO		2010-03-09	2024-03-18
	1000. MARATHON PETE CORP COM		2008-07-23	2024-03-18
	181. MONDELEZ INTL INC CL A		2022-10-12	2024-03-28
	123. MONDELEZ INTL INC CL A		2022-10-12	2024-03-28
	30. UNITED PARCEL SERVICE COM CLS B		2022-10-12	2024-03-28
	8. ABBVIE INC COM		2024-02-26	2024-04-02
	32. ALPHABET INC CAP STK CL A		2022-08-29	2024-04-02
	13. AMAZON COM INC		2022-08-29	2024-04-02
	3. AUTOMATIC DATA PROCESSING INC COM		2022-08-29	2024-04-02
	15. BANK OF AMERICA CORP COMMON		2022-08-29	2024-04-02
	7. BERKSHIRE HATHAWAY INC DEL CL B NEW		2022-08-29	2024-04-02
	19. DISNEY (WALT) COMPANY HOLDING COMPANY COM		2022-08-29	2024-04-02
	22. ECOLAB INC COM		2020-06-19	2024-04-02
	20. EXXON MOBIL CORP		2022-12-20	2024-04-02
	7. J P MORGAN CHASE & CO		2022-08-29	2024-04-02
	10. JOHNSON & JOHNSON		2022-10-12	2024-04-02
	15. MARVELL TECHNOLOGY GROUP LTD COM		2024-02-09	2024-04-02
	28. MERCK & CO INC NEW COM		2022-10-12	2024-04-02
	4. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008		2022-05-27	2024-04-02
	8. PIONEER NATURAL RESOURCES CO		2021-09-23	2024-04-02
	5. PROCTER & GAMBLE CO		2022-08-29	2024-04-02
	6. PROGRESSIVE CORP OHIO		2024-03-21	2024-04-02
	20. RTX CORPORATION COM		2020-12-23	2024-04-02
	3. SHERWIN WILLIAMS CO COM		2023-08-21	2024-04-02
	1. STRYKER CORP COMMON		2022-10-31	2024-04-02
	17. TJX COMPANIES INC NEW		2022-08-29	2024-04-02
	2. T MOBILE US INC COM		2022-08-29	2024-04-02
	9. TRAVELERS COMPANIES INC COM		2022-10-12	2024-04-02
	6. UNITED PARCEL SERVICE COM CLS B		2022-10-12	2024-04-02
	5. WASTE MGMT INC DEL		2022-08-29	2024-04-02
	3. EATON CORP PLC SHS		2022-03-10	2024-04-02
	63. MONDELEZ INTL INC CL A		2020-06-19	2024-04-04
	36. RTX CORPORATION COM		2022-10-12	2024-04-08
	4. DISNEY (WALT) COMPANY HOLDING COMPANY COM		2022-08-29	2024-04-09
	73. MONDELEZ INTL INC CL A		2022-10-12	2024-04-15
	105. MONDELEZ INTL INC CL A		2020-06-19	2024-04-18
	79. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008		2022-08-29	2024-04-18
	4. PIONEER NATURAL RESOURCES CO		2021-09-23	2024-04-18
	7. MICROSOFT CORP COMMON		2022-08-29	2024-04-19
	26. AMERICAN TOWER CORP NEW COM		2022-08-29	2024-04-22
	36. APPLE COMPUTER INC		2022-08-29	2024-04-22
	3. BROADCOM INC COM		2022-08-29	2024-04-22
	61. JOHNSON & JOHNSON		2022-08-29	2024-04-22
	11. MICROSOFT CORP COMMON		2022-08-29	2024-04-22
	26. PUBLIC STORAGE COM		2023-06-16	2024-04-22
	22. UNITEDHEALTH GROUP INC COMMON		2022-10-12	2024-04-22
	28. AMERICAN TOWER CORP NEW COM		2020-06-19	2024-04-25
	16. AUTOMATIC DATA PROCESSING INC COM		2022-08-29	2024-04-25
	20. CME GROUP INC COM		2022-08-29	2024-04-29
	189. INTEL CORPORATION		2024-03-21	2024-04-29
	14. MICROSOFT CORP COMMON		2022-08-29	2024-04-29
	12. MICROSOFT CORP COMMON		2022-08-29	2024-05-01
	188. COMCAST CORP NEW CL A		2022-08-29	2024-05-02
	17. PIONEER NATURAL RESOURCES CO		2021-09-23	2024-05-02
	54. TJX COMPANIES INC NEW		2022-08-29	2024-05-02
	35. CME GROUP INC COM		2022-12-06	2024-05-03
	7. ADOBE SYSTEMS INC		2022-08-29	2024-05-09
	20. ALPHABET INC CAP STK CL A		2022-08-29	2024-05-09
	14. PROGRESSIVE CORP OHIO		2023-05-04	2024-05-16
	55. TJX COMPANIES INC NEW		2022-08-29	2024-05-20
	7. BERKSHIRE HATHAWAY INC DEL CL B NEW		2022-08-29	2024-05-21
	106. COMCAST CORP NEW CL A		2022-10-12	2024-05-21
	23. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008		2022-08-29	2024-05-21
	46. PROCTER & GAMBLE CO		2022-10-12	2024-05-21
	11. TRAVELERS COMPANIES INC COM		2022-10-12	2024-05-21
	23. WASTE MGMT INC DEL		2022-08-29	2024-05-21
	98. MONDELEZ INTL INC CL A		2020-06-19	2024-05-22
	4. ADOBE SYSTEMS INC		2022-10-12	2024-05-30
	56. EXXON MOBIL CORP		2022-12-20	2024-05-30
	42. GILEAD SCIENCES COMMON		2023-07-21	2024-05-31
	78. MONDELEZ INTL INC CL A		2020-06-19	2024-05-31
	175. NEXTERA ENERGY INC COM		2023-01-26	2024-06-04
	42. EXXON MOBIL CORP		2022-12-20	2024-06-06
	25. APOLLO GLOBAL MGMT INC COM		2022-08-29	2024-06-12
	50. GENERAL MTRS CO COM		2022-08-29	2024-06-12
	39. EXXON MOBIL CORP		2020-06-19	2024-06-13
	26. PROGRESSIVE CORP OHIO		2024-03-21	2024-06-14
	2. PROGRESSIVE CORP OHIO		2023-05-04	2024-06-14
	.744 EXXON MOBIL CORP		2023-06-16	2024-06-17
	.4 EXXON MOBIL CORP		2020-06-19	2024-06-17
	29. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008		2022-08-29	2024-06-20
	16. TRAVELERS COMPANIES INC COM		2022-10-12	2024-06-20
	3. AUTOMATIC DATA PROCESSING INC COM		2022-08-29	2024-06-24
	63. RTX CORPORATION COM		2020-12-23	2024-06-24
	52. EXXON MOBIL CORP		2020-06-19	2024-07-08
	9. TRAVELERS COMPANIES INC COM		2020-06-19	2024-07-08
	20. META PLATFORM, INC.		2023-04-13	2024-07-10
	5. PEPSICO INC		2022-12-15	2024-07-11
	22. VISA INC COM CL A		2022-08-29	2024-07-11
	87. ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH		2024-03-21	2024-07-15
	345. ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH		2022-10-12	2024-07-15
	53. TJX COMPANIES INC NEW		2020-06-19	2024-07-15
	17. TRAVELERS COMPANIES INC COM		2020-06-19	2024-07-15
	45. NEXTERA ENERGY INC COM		2022-10-12	2024-07-16
	24. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008		2022-10-12	2024-07-18
	37. MONDELEZ INTL INC CL A		2020-06-19	2024-07-19
	22. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008		2022-08-29	2024-07-19
	15. BROADCOM INC COM		2022-08-29	2024-07-23
	11. AIR PRODS & CHEMS INC COM		2024-06-07	2024-07-24
	50. WAL-MART STORES INC.		2022-08-29	2024-07-25
	31. AMERICAN TOWER CORP NEW COM		2022-08-29	2024-07-26
	46. APPLE COMPUTER INC		2022-10-12	2024-07-26
	15. META PLATFORM, INC.		2024-03-21	2024-07-26
	47. MONDELEZ INTL INC CL A		2024-03-21	2024-07-26
	44. MONDELEZ INTL INC CL A		2020-06-19	2024-07-26
	37. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008		2022-08-29	2024-07-26
	37. RTX CORPORATION COM		2022-10-12	2024-07-26
	100. SEMPRA ENERGY COM		2023-02-28	2024-07-26
	14. UNITED PARCEL SERVICE COM CLS B		2022-08-29	2024-07-26
	11. UNITEDHEALTH GROUP INC COMMON		2023-06-13	2024-07-26
	133. WILLIAMS COS INC COM		2023-06-02	2024-07-26
	218. INTEL CORPORATION		2024-03-21	2024-08-02
	459. INTEL CORPORATION		2023-06-06	2024-08-02
	30. AMERICAN TOWER CORP NEW COM		2022-10-12	2024-08-05
	30. APPLE COMPUTER INC		2023-03-06	2024-08-05
	21. BERKSHIRE HATHAWAY INC DEL CL B NEW		2022-10-12	2024-08-05
	6. META PLATFORM, INC.		2023-07-26	2024-08-05
	21. JOHNSON & JOHNSON		2020-06-19	2024-08-05
	14. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008		2022-10-12	2024-08-05
	23. PEPSICO INC		2022-12-15	2024-08-05
	67. TJX COMPANIES INC NEW		2020-06-19	2024-08-05
	46. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008		2022-10-12	2024-08-06
	46. UNITED PARCEL SERVICE COM CLS B		2022-10-12	2024-08-06
	38. AUTOMATIC DATA PROCESSING INC COM		2022-10-12	2024-08-07
	106. NEXTERA ENERGY INC COM		2020-06-19	2024-08-07
	44. ORACLE CORP		2022-08-29	2024-08-07
	46. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008		2020-06-19	2024-08-07
	41. PROCTER & GAMBLE CO		2022-10-12	2024-08-07
	76. APOLLO GLOBAL MGMT INC COM		2022-08-29	2024-08-08
	9. ALPHABET INC CAP STK CL A		2022-08-29	2024-08-09
	64. UNITED PARCEL SERVICE COM CLS B		2024-04-23	2024-08-12
	93. UNITED PARCEL SERVICE COM CLS B		2020-06-19	2024-08-12
	120. KENVUE INC COM		2024-03-21	2024-08-22
	51. KENVUE INC COM		2024-03-21	2024-08-28
	126. NESTLE S A SPONSORED ADR REPSTG REG SH		2022-08-29	2024-08-28
	84. AMAZON COM INC		2022-08-29	2024-08-29
	64. UNITED PARCEL SERVICE COM CLS B		2024-07-10	2024-08-29
	19. APOLLO GLOBAL MGMT INC COM		2020-06-19	2024-09-03
	39. MONDELEZ INTL INC CL A		2024-03-21	2024-09-03
	19. NESTLE S A SPONSORED ADR REPSTG REG SH		2020-06-19	2024-09-03
	17. NESTLE S A SPONSORED ADR REPSTG REG SH		2020-06-19	2024-09-04
	145. KENVUE INC COM		2024-03-21	2024-09-05
	36. MONDELEZ INTL INC CL A		2024-03-21	2024-09-05
	64. WAL-MART STORES INC.		2022-08-29	2024-09-05
	13. ORACLE CORP		2022-12-21	2024-09-12
	15. ORACLE CORP		2022-08-29	2024-09-17
	75. WAL-MART STORES INC.		2022-08-29	2024-09-19
	1. WASTE MGMT INC DEL		2022-08-29	2024-09-19
	1. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008		2024-03-21	2024-09-23
	46. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008		2020-06-19	2024-09-23
	15. SAP AKTIENGESELLSCHAFT SPONSORED ADR		2022-10-28	2024-09-25
	90. KENVUE INC COM		2024-03-07	2024-10-02
	153. KENVUE INC COM		2024-03-07	2024-10-07
	24. SAP AKTIENGESELLSCHAFT SPONSORED ADR		2022-10-28	2024-10-07
	115. KENVUE INC COM		2024-03-06	2024-10-08
	96. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008		2024-03-21	2024-10-08
	34. APOLLO GLOBAL MGMT INC COM		2020-06-19	2024-10-10
	103. KENVUE INC COM		2024-03-05	2024-10-10
	43. WILLIAMS COS INC COM		2023-05-05	2024-10-10
	114. KENVUE INC COM		2024-03-05	2024-10-11
	51. MERCK & CO INC NEW COM		2022-08-29	2024-10-11
	2. AMAZON COM INC		2022-08-29	2024-10-14
	5. ARISTA NETWORKS INC COM		2023-10-05	2024-10-14
	36. BROADCOM INC COM		2024-07-16	2024-10-14
	218. KINDER MORGAN INC DEL COM		2023-04-11	2024-10-14
	22. MERCK & CO INC NEW COM		2020-06-19	2024-10-14
	57. NVIDIA CORP COM		2024-08-28	2024-10-14
	2. PROCTER & GAMBLE CO		2020-06-19	2024-10-14
	17. EATON CORP PLC SHS		2022-08-29	2024-10-14
	15. UNITEDHEALTH GROUP INC COMMON		2020-03-31	2024-10-15
	235. KENVUE INC COM		2024-03-05	2024-10-21
	49. MONDELEZ INTL INC CL A		2024-03-21	2024-10-21
	28. EDISON INTERNATIONAL		2023-08-02	2024-10-29
	36. GILEAD SCIENCES COMMON		2023-07-19	2024-10-29
	7. HOME DEPOT INC.		2022-10-12	2024-10-29
	37. MERCK & CO INC NEW COM		2020-06-19	2024-10-29
	7. PUBLIC STORAGE COM		2023-05-23	2024-10-29
	54. WILLIAMS COS INC COM		2022-10-12	2024-10-29
	85. WILLIAMS COS INC COM		2023-03-13	2024-10-31
	66. WILLIAMS COS INC COM		2023-03-13	2024-11-04
	43. VULCAN MATERIALS COMPANY		2022-10-12	2024-11-06
	64. ICON PLC SHS		2024-10-02	2024-11-06
	63. GILEAD SCIENCES COMMON		2023-07-17	2024-11-07
	192. US BANCORP		2022-08-29	2024-11-07
	42. APOLLO GLOBAL MGMT INC COM		2020-06-19	2024-11-11
	59. MERCK & CO INC NEW COM		2020-06-19	2024-11-11
	21. AIR PRODS & CHEMS INC COM		2024-08-02	2024-11-20
	46. ALPHABET INC CAP STK CL A		2024-07-24	2024-11-20
	51. ALPHABET INC CAP STK CL A		2022-10-12	2024-11-20
	97. AMAZON COM INC		2022-08-29	2024-11-20
	4. AMERICAN INTL GROUP INC COM NEW		2022-08-29	2024-11-20
	42. APOLLO GLOBAL MGMT INC COM		2020-06-19	2024-11-20
	54. APOLLO GLOBAL MGMT INC COM		2020-06-19	2024-11-20
	19. APPLE COMPUTER INC		2022-10-12	2024-11-20
	31. APPLE COMPUTER INC		2023-03-06	2024-11-20
	20. AUTOMATIC DATA PROCESSING INC COM		2020-06-19	2024-11-20
	43. AVALONBAY CMNTYS INC COM		2022-12-05	2024-11-20
	266. BANK OF AMERICA CORP COMMON		2022-08-29	2024-11-20
	20. BERKSHIRE HATHAWAY INC DEL CL B NEW		2022-10-12	2024-11-20
	26. BROADCOM INC COM		2022-08-29	2024-11-20
	5. CME GROUP INC COM		2022-10-12	2024-11-20
	43. CAPITAL ONE FINANCIAL CORP		2023-04-28	2024-11-20
	7. CHEVRONTEXACO CORP		2023-08-21	2024-11-20
	107. COCA-COLA COMPANY		2022-08-29	2024-11-20
	12. COCA-COLA COMPANY		2023-08-28	2024-11-20
	229. COMCAST CORP NEW CL A		2020-06-19	2024-11-20
	56. COMCAST CORP NEW CL A		2022-10-12	2024-11-20
	7. CONOCOPHILLIPS COM		2024-07-16	2024-11-20
	39. CROWN HLDGS INC COM		2023-10-09	2024-11-20
	31. DTE ENERGY CO		2024-03-21	2024-11-20
	59. DISNEY (WALT) COMPANY HOLDING COMPANY COM		2022-10-12	2024-11-20
	15. DISNEY (WALT) COMPANY HOLDING COMPANY COM		2022-08-29	2024-11-20
	24. DISNEY (WALT) COMPANY HOLDING COMPANY COM		2022-08-29	2024-11-20
	163. EQT CORP COM		2022-12-12	2024-11-20
	85. EQT CORP COM		2024-05-03	2024-11-20
	7. ECOLAB INC COM		2020-06-19	2024-11-20
	42. EDISON INTERNATIONAL		2023-06-16	2024-11-20
	57. EMERSON ELECTRIC CO		2023-08-02	2024-11-20
	261. ENBRIDGE INC COM		2022-08-29	2024-11-20
	92. EXXON MOBIL CORP		2023-10-19	2024-11-20
	35. EXXON MOBIL CORP		2020-03-31	2024-11-20
	6. META PLATFORM, INC.		2024-02-12	2024-11-20
	10. META PLATFORM, INC.		2023-08-21	2024-11-20
	53. FREEPORT-MCMORAN COPPER & GOLD B		2022-11-14	2024-11-20
	49. GENERAL MTRS CO COM		2022-08-23	2024-11-20
	10. GILEAD SCIENCES COMMON		2023-07-17	2024-11-20
	217. HALEON PLC SPON ADS		2024-09-30	2024-11-20
	12. HOME DEPOT INC.		2022-10-12	2024-11-20
	30. HONEYWELL INTERNATIONAL INC		2022-08-29	2024-11-20
	27. INTERCONTINENTAL EXCHANGE, INC. COM		2023-08-28	2024-11-20
	56. J P MORGAN CHASE & CO		2023-03-13	2024-11-20
	57. J P MORGAN CHASE & CO		2022-08-29	2024-11-20
	5. JOHNSON & JOHNSON		2022-12-05	2024-11-20
	147. KINDER MORGAN INC DEL COM		2023-04-11	2024-11-20
	37. MARVELL TECHNOLOGY GROUP LTD COM		2024-05-20	2024-11-20
	53. MERCK & CO INC NEW COM		2022-08-29	2024-11-20
	17. MERCK & CO INC NEW COM		2020-06-19	2024-11-20
	81. METLIFE INC COM		2023-06-30	2024-11-20
	30. MICROSOFT CORP COMMON		2022-10-12	2024-11-20
	38. MICROSOFT CORP COMMON		2022-10-12	2024-11-20
	2. NETFLIX INC COM		2023-05-18	2024-11-20
	5. NORTHROP GRUMMAN CORP		2023-06-30	2024-11-20
	73. NVIDIA CORP COM		2024-11-20	2024-11-20
	59. ORACLE CORP		2022-08-29	2024-11-20
	48. ORACLE CORP		2022-10-12	2024-11-20
	41. PNC FINANCIAL SERVICES GROUP INC		2022-08-29	2024-11-20
	23. PROCTER & GAMBLE CO		2022-08-29	2024-11-20
	21. PROCTER & GAMBLE CO		2020-06-19	2024-11-20
	17. PROGRESSIVE CORP OHIO		2023-07-12	2024-11-20
	8. PUBLIC STORAGE COM		2023-05-23	2024-11-20
	31. RTX CORPORATION COM		2022-09-25	2024-11-20
	10. RTX CORPORATION COM		2020-12-23	2024-11-20
	26. SAP AKTIENGESELLSCHAFT SPONSORED ADR		2022-08-29	2024-11-20
	200. SEMPRA ENERGY COM		2023-07-11	2024-11-20
	64. SEMPRA ENERGY COM		2024-06-06	2024-11-20
	2. SHERWIN WILLIAMS CO COM		2023-08-21	2024-11-20
	7. STARBUCKS CORP COM		2024-10-25	2024-11-20
	14. STRYKER CORP COMMON		2023-09-28	2024-11-20
	7. SYNOPSYS INC		2024-03-21	2024-11-20
	39. TJX COMPANIES INC NEW		2020-06-19	2024-11-20
	89. T MOBILE US INC COM		2023-10-03	2024-11-20
	23. T MOBILE US INC COM		2022-10-12	2024-11-20
	16. TEXAS INSTRUMENTS INC		2022-08-29	2024-11-20
	41. TRAVELERS COMPANIES INC COM		2023-07-11	2024-11-20
	44. TRAVELERS COMPANIES INC COM		2020-06-19	2024-11-20
	84. US BANCORP		2020-06-19	2024-11-20
	14. UNITED PARCEL SERVICE COM CLS B		2022-10-12	2024-11-20
	9. UNITED PARCEL SERVICE COM CLS B		2020-06-19	2024-11-20
	6. UNITEDHEALTH GROUP INC COMMON		2023-06-13	2024-11-20
	5. UNITEDHEALTH GROUP INC COMMON		2020-03-17	2024-11-20
	17. VISA INC COM CL A		2022-08-29	2024-11-20
	45. VISA INC COM CL A		2022-10-12	2024-11-20
	16. VULCAN MATERIALS COMPANY		2022-10-12	2024-11-20
	23. VULCAN MATERIALS COMPANY		2023-01-12	2024-11-20
	147. WAL-MART STORES INC.		2022-08-29	2024-11-20
	12. WASTE MGMT INC DEL		2022-08-29	2024-11-20
	36. WASTE MGMT INC DEL		2022-10-12	2024-11-20
	292. WILLIAMS COS INC COM		2023-03-13	2024-11-20
	17. EATON CORP PLC SHS		2022-08-29	2024-11-20
	10. ORACLE CORP		2022-09-20	2024-11-21
	134. US BANCORP		2023-06-16	2024-11-25
	13. LINDE PLC SHS		2022-09-07	2024-11-25
	99. NESTLE S A SPONSORED ADR REPSTG REG SH		2024-04-04	2024-12-02
	20. ORACLE CORP		2022-10-12	2024-12-05
	75. APOLLO GLOBAL MGMT INC COM		2022-10-12	2024-12-09
	22. APOLLO GLOBAL MGMT INC COM		2022-10-12	2024-12-09
	31. PROCTER & GAMBLE CO		2022-10-12	2024-12-09
	14. UNITED PARCEL SERVICE COM CLS B		2020-06-19	2024-12-09
	31. UNITED PARCEL SERVICE COM CLS B		2024-03-21	2024-12-12
	23. UNITED PARCEL SERVICE COM CLS B		2020-06-19	2024-12-12
	11. ADOBE SYSTEMS INC		2022-10-12	2024-12-16
	35. AMERICAN INTL GROUP INC COM NEW		2022-08-29	2024-12-16
	62. BROADCOM INC COM		2022-10-12	2024-12-16
	44. GENERAL MTRS CO COM		2022-08-22	2024-12-16
	9. SAP AKTIENGESELLSCHAFT SPONSORED ADR		2022-08-29	2024-12-16
	126. COCA-COLA COMPANY		2022-10-12	2024-12-17
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
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	CAPITAL GAIN DIVIDENDS	P
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	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
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	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
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	CAPITAL GAIN DIVIDENDS	P
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	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	768	1,017	-249
b	4,308	4,496	-188
c	2,509	3,937	-1,428
d	935	1,220	-285
e	1,059	1,322	-263
	3,461	2,957	504
	3,379	3,950	-571
	2,805	3,124	-319
	2,518	2,636	-118
	3,282	4,522	-1,240
	4,981	4,539	442
	358	266	92
	1,995	1,109	886
	1,602	887	715
	1,254	1,290	-36
	1,915	1,053	862
	3,769	3,236	533
	2,615	2,684	-69
	2,133	1,164	969
	1,680	1,605	75
	808	1,386	-578
	2,580	3,564	-984
	1,591	887	704
	1,654	1,480	174
	9,532	8,742	790
	2,838	3,057	-219
	4,304	4,605	-301
	1,381	1,243	138
	4,299	4,509	-210
	4,253	3,547	706
	4,817	3,334	1,483
	8,871	5,831	3,040
	3,091	3,237	-146
	5,699	3,131	2,568
	5,236	4,819	417
	1,364	1,243	121
	1,358	1,343	15
	3,431	3,332	99
	1,619	1,480	139
	3,464	2,948	516
	4,038	6,747	-2,709
	2,246	1,594	652
	3,301	1,608	1,693
	4,066	5,661	-1,595
	245	232	13
	2,204	2,275	-71
	6,880	8,089	-1,209
	3,542	2,435	1,107
	2,982	1,874	1,108
	236	246	-10
	18,906	18,388	518
	2,218	2,532	-314
	19,410	9,041	10,369
	4,485	5,032	-547
	2,864	2,602	262
	1,577	1,369	208
	7,826	5,914	1,912
	1,961	1,991	-30
	2,706	2,714	-8
	1,501	1,182	319
	3,614	3,265	349
	4,583	2,984	1,599
	767,294	34,950	732,344
	193,637	10,913	182,724
	12,691	11,033	1,658
	8,638	7,227	1,411
	4,451	4,839	-388
	1,447	1,438	9
	4,944	3,515	1,429
	2,345	1,694	651
	742	745	-3
	560	507	53
	2,934	2,015	919
	2,340	2,152	188
	5,007	4,532	475
	2,380	2,143	237
	1,393	799	594
	1,575	1,638	-63
	1,099	1,031	68
	3,655	2,464	1,191
	566	518	48
	2,146	1,235	911
	802	708	94
	1,259	1,234	25
	1,973	1,417	556
	1,000	808	192
	349	229	120
	1,689	1,075	614
	324	288	36
	2,053	1,470	583
	894	915	-21
	1,055	855	200
	943	440	503
	4,317	3,381	936
	3,662	3,017	645
	471	453	18
	4,819	3,944	875
	7,036	5,635	1,401
	10,722	9,947	775
	1,077	617	460
	2,791	1,855	936
	4,467	6,801	-2,334
	5,959	5,825	134
	3,643	1,559	2,084
	9,104	9,887	-783
	4,378	2,916	1,462
	6,757	7,492	-735
	10,901	10,946	-45
	4,840	7,243	-2,403
	3,947	3,973	-26
	4,236	3,903	333
	5,929	8,481	-2,552
	5,616	3,711	1,905
	4,738	3,181	1,557
	7,202	6,888	314
	4,618	2,033	2,585
	5,143	3,415	1,728
	7,180	6,449	731
	3,395	2,480	915
	3,383	2,197	1,186
	2,905	1,741	1,164
	5,448	3,233	2,215
	2,898	2,015	883
	4,175	3,678	497
	3,065	2,884	181
	7,709	6,057	1,652
	2,386	1,775	611
	4,786	3,935	851
	6,847	5,260	1,587
	1,825	1,156	669
	6,374	6,002	372
	2,651	3,351	-700
	5,269	4,186	1,083
	13,402	13,892	-490
	4,766	2,671	2,095
	2,971	1,386	1,585
	2,441	1,960	481
	4,297	1,847	2,450
	5,405	4,546	859
	416	249	167
	84	66	18
	45	19	26
	3,733	3,636	97
	3,370	1,964	1,406
	748	745	3
	6,459	4,465	1,994
	5,868	2,439	3,429
	1,838	1,055	783
	10,613	4,282	6,331
	813	899	-86
	5,746	4,448	1,298
	2,056	2,352	-296
	8,153	8,908	-755
	6,059	2,918	3,141
	3,632	1,993	1,639
	3,239	3,052	187
	3,244	2,876	368
	2,458	1,986	472
	2,811	2,759	52
	2,461	780	1,681
	2,838	3,062	-224
	3,516	2,189	1,327
	6,587	8,028	-1,441
	10,036	6,558	3,478
	6,909	7,521	-612
	3,122	3,385	-263
	2,923	2,130	793
	4,702	4,639	63
	4,260	3,069	1,191
	7,877	7,897	-20
	1,804	2,772	-968
	6,310	5,485	825
	5,611	3,938	1,673
	4,605	8,977	-4,372
	9,695	13,045	-3,350
	6,853	7,609	-756
	6,306	4,655	1,651
	8,648	5,741	2,907
	2,843	1,402	1,441
	3,388	3,038	350
	1,665	1,548	117
	3,995	3,498	497
	7,319	3,689	3,630
	5,513	5,075	438
	5,836	7,934	-2,098
	9,951	8,386	1,565
	8,256	6,588	1,668
	5,585	3,277	2,308
	5,482	4,868	614
	6,977	5,029	1,948
	7,900	4,198	3,702
	1,440	989	451
	8,013	9,902	-1,889
	11,644	10,060	1,584
	2,581	2,488	93
	1,105	1,057	48
	13,488	14,797	-1,309
	14,479	10,948	3,531
	8,171	9,030	-859
	2,147	1,011	1,136
	2,814	2,809	5
	2,041	2,154	-113
	1,795	1,927	-132
	3,256	2,930	326
	2,696	2,593	103
	4,898	2,802	2,096
	2,076	1,025	1,051
	2,537	1,117	1,420
	5,870	3,284	2,586
	202	171	31
	127	143	-16
	5,836	4,868	968
	3,384	1,461	1,923
	2,021	1,786	235
	3,349	2,972	377
	5,275	2,335	2,940
	2,520	2,214	306
	12,269	13,744	-1,475
	4,719	1,810	2,909
	2,212	1,976	236
	2,128	1,246	882
	2,445	2,187	258
	5,540	3,833	1,707
	376	261	115
	2,084	919	1,165
	6,535	6,018	517
	5,418	3,867	1,551
	2,397	1,609	788
	7,899	7,179	720
	343	242	101
	5,859	2,482	3,377
	8,275	3,726	4,549
	5,433	4,430	1,003
	3,506	3,529	-23
	2,333	2,003	330
	3,153	2,844	309
	2,784	2,012	772
	3,870	2,707	1,163
	2,329	2,012	317
	2,779	1,557	1,222
	4,454	2,442	2,012
	3,420	1,887	1,533
	12,507	7,009	5,498
	14,264	20,572	-6,308
	6,105	4,872	1,233
	9,671	8,432	1,239
	7,006	2,236	4,770
	5,962	4,316	1,646
	6,849	5,398	1,451
	8,043	8,416	-373
	8,911	4,993	3,918
	19,516	12,643	6,873
	299	210	89
	6,782	2,236	4,546
	8,696	2,875	5,821
	4,310	2,654	1,656
	7,032	4,811	2,221
	5,981	3,047	2,934
	9,782	7,338	2,444
	12,241	8,996	3,245
	9,353	4,304	5,049
	4,196	1,351	2,845
	1,132	873	259
	7,746	4,182	3,564
	1,124	1,118	6
	6,722	6,688	34
	754	726	28
	9,737	9,149	588
	2,380	1,625	755
	793	802	-9
	3,501	3,189	312
	3,788	3,402	386
	6,679	5,975	704
	1,698	1,699	-1
	2,718	2,718
	7,532	6,852	680
	3,926	3,391	535
	1,683	1,442	241
	3,601	2,729	872
	7,328	5,441	1,887
	11,100	11,202	-102
	10,987	10,373	614
	4,179	1,053	3,126
	3,363	2,850	513
	5,602	2,621	2,981
	2,321	1,947	374
	2,680	1,911	769
	886	771	115
	2,055	2,298	-243
	4,812	3,157	1,655
	6,785	5,756	1,029
	4,205	3,159	1,046
	13,389	7,721	5,668
	13,639	6,504	7,135
	763	896	-133
	4,089	2,360	1,729
	3,271	2,714	557
	5,160	4,650	510
	1,655	1,244	411
	6,668	4,681	1,987
	12,420	6,758	5,662
	15,729	9,913	5,816
	1,753	732	1,021
	2,450	2,373	77
	10,534	10,652	-118
	11,138	4,394	6,744
	9,059	3,231	5,828
	8,344	6,580	1,764
	3,920	3,257	663
	3,579	2,544	1,035
	4,343	2,224	2,119
	2,658	2,300	358
	3,676	2,470	1,206
	1,185	709	476
	6,054	2,319	3,735
	18,592	14,761	3,831
	5,951	4,895	1,056
	736	539	197
	682	683	-1
	5,383	3,424	1,959
	3,752	4,291	-539
	4,659	2,147	2,512
	20,881	12,901	7,980
	5,392	3,115	2,277
	3,156	2,718	438
	10,506	7,008	3,498
	11,273	5,159	6,114
	4,251	3,226	1,025
	1,844	1,993	-149
	1,180	974	206
	3,561	2,946	615
	2,967	1,134	1,833
	5,211	3,437	1,774
	13,798	8,489	5,309
	4,432	2,272	2,160
	6,368	4,141	2,227
	12,784	6,063	6,721
	2,615	2,053	562
	7,842	5,969	1,873
	17,082	7,998	9,084
	6,100	2,393	3,707
	1,922	691	1,231
	7,138	4,639	2,499
	5,907	3,680	2,227
	8,515	10,438	-1,923
	3,761	1,277	2,484
	13,550	3,965	9,585
	3,862	1,051	2,811
	5,295	4,292	1,003
	1,765	1,514	251
	3,978	4,805	-827
	2,951	2,488	463
	5,151	3,165	1,986
	2,527	1,838	689
	15,119	3,024	12,095
	2,262	1,698	564
	2,276	760	1,516
	7,987	7,695	292
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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			-249
b			-188
c			-1,428
d			-285
e			-263
			504
			-571
			-319
			-118
			-1,240
			442
			92
			886
			715
			-36
			862
			533
			-69
			969
			75
			-578
			-984
			704
			174
			790
			-219
			-301
			138
			-210
			706
			1,483
			3,040
			-146
			2,568
			417
			121
			15
			99
			139
			516
			-2,709
			652
			1,693
			-1,595
			13
			-71
			-1,209
			1,107
			1,108
			-10
			518
			-314
			10,369
			-547
			262
			208
			1,912
			-30
			-8
			319
			349
			1,599
			732,344
			182,724
			1,658
			1,411
			-388
			9
			1,429
			651
			-3
			53
			919
			188
			475
			237
			594
			-63
			68
			1,191
			48
			911
			94
			25
			556
			192
			120
			614
			36
			583
			-21
			200
			503
			936
			645
			18
			875
			1,401
			775
			460
			936
			-2,334
			134
			2,084
			-783
			1,462
			-735
			-45
			-2,403
			-26
			333
			-2,552
			1,905
			1,557
			314
			2,585
			1,728
			731
			915
			1,186
			1,164
			2,215
			883
			497
			181
			1,652
			611
			851
			1,587
			669
			372
			-700
			1,083
			-490
			2,095
			1,585
			481
			2,450
			859
			167
			18
			26
			97
			1,406
			3
			1,994
			3,429
			783
			6,331
			-86
			1,298
			-296
			-755
			3,141
			1,639
			187
			368
			472
			52
			1,681
			-224
			1,327
			-1,441
			3,478
			-612
			-263
			793
			63
			1,191
			-20
			-968
			825
			1,673
			-4,372
			-3,350
			-756
			1,651
			2,907
			1,441
			350
			117
			497
			3,630
			438
			-2,098
			1,565
			1,668
			2,308
			614
			1,948
			3,702
			451
			-1,889
			1,584
			93
			48
			-1,309
			3,531
			-859
			1,136
			5
			-113
			-132
			326
			103
			2,096
			1,051
			1,420
			2,586
			31
			-16
			968
			1,923
			235
			377
			2,940
			306
			-1,475
			2,909
			236
			882
			258
			1,707
			115
			1,165
			517
			1,551
			788
			720
			101
			3,377
			4,549
			1,003
			-23
			330
			309
			772
			1,163
			317
			1,222
			2,012
			1,533
			5,498
			-6,308
			1,233
			1,239
			4,770
			1,646
			1,451
			-373
			3,918
			6,873
			89
			4,546
			5,821
			1,656
			2,221
			2,934
			2,444
			3,245
			5,049
			2,845
			259
			3,564
			6
			34
			28
			588
			755
			-9
			312
			386
			704
			-1

			680
			535
			241
			872
			1,887
			-102
			614
			3,126
			513
			2,981
			374
			769
			115
			-243
			1,655
			1,029
			1,046
			5,668
			7,135
			-133
			1,729
			557
			510
			411
			1,987
			5,662
			5,816
			1,021
			77
			-118
			6,744
			5,828
			1,764
			663
			1,035
			2,119
			358
			1,206
			476
			3,735
			3,831
			1,056
			197
			-1
			1,959
			-539
			2,512
			7,980
			2,277
			438
			3,498
			6,114
			1,025
			-149
			206
			615
			1,833
			1,774
			5,309
			2,160
			2,227
			6,721
			562
			1,873
			9,084
			3,707
			1,231
			2,499
			2,227
			-1,923
			2,484
			9,585
			2,811
			1,003
			251
			-827
			463
			1,986
			689
			12,095
			564
			1,516
			292

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	1,297,557
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	18,601
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	18,601
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	18,601
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	1,896
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

7	Total credits and payments. Add lines 6a through 6d..............		7	1,896
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.......		9	16,705
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax0	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. Click to see attachment

List of Attached Documents:

// Content

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

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

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

The books are in care of right arrow

STIFEL TRUST COMPANY NA Telephone no. right arrow

(314) 342-4450

Located at right arrow

501 NORTH BROADWAYST LOUISMO ZIP+4 right arrow

63102

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow

Form 990-PF (2024)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2024? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2024.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)
MICHELLE K SAXER	PRESIDENT 0	0
1444 LACHMAN LANE PACIFIC PALISADES,CA90272	PRESIDENT 0	0
MARGOT SAXER	SECRETARY 0	0
1444 LACHMAN LANE PACIFIC PALISADES,CA90272	SECRETARY 0	0
CHRISTOPHER SAXER	TREASURER 0	886
1444 LACHMAN LANE PACIFIC PALISADES,CA90272	TREASURER 0	886

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...................				0

Form 990-PF (2024)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

4,430,608

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

113,465

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

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

4,544,073

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

4,544,073

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

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

68,161

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

4,475,912

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

223,796

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part IX, line 6..................

223,796

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

18,601

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

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

18,601

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

205,195

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

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

205,195

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

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

205,195

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

665,384

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

665,384

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					205,195
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......	0
b From 2020......	332,277
c From 2021......	258,759
d From 2022......	368,208
e From 2023......	405,611
f Total of lines 3a through e ........		1,364,855
4Qualifying distributions for 2024 from Part
XI, line 4: $ 665,384
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.....					205,195
e Remaining amount distributed out of corpus		460,189
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		1,825,044
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) ...		0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		1,825,044
10 Analysis of line 9:
a Excess from 2020....	332,277
b Excess from 2021....	258,759
c Excess from 2022....	368,208
d Excess from 2023....	405,611
e Excess from 2024....	460,189

Form 990-PF (2024)

Page 10

Part XIII

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

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

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

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

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

Part XIV

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

1Information Regarding Foundation Managers:

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

FRED AND MARGOT SAXER

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)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
THE GROWHAUS 4751 YORK ST DENVER,CO80216	NONE	PC	GENERAL SUPPORT	60,000
KABBALAH EXPERIENCE 2305 S SYRACUSE WAY DENVER,CO80231	NONE	PC	GENERAL SUPPORT	35,000
ATLANTIC UNIVERSITY 215 67TH ST VIRGINIA BEACH,VA23451	NONE	PC	GENERAL SUPPORT	25,000
HOPE HARBOR HOME INC PO BOX 230 SUPPLY,NC28462	NONE	PC	GENERAL SUPPORT	25,000
ASSOCIATION FOR RESEARCH & ENLIGHTENMENT 215 67TH ST VIRGINIA BEACH,VA23451	NONE	PC	GENERAL SUPPORT	15,000
FRIENDS OF PUBLIC RADIO INC 254 N FRONT ST STE 300 WILMINGTON,NC28401	NONE	PC	GENERAL SUPPORT	10,000
THE GATHERING PLACE A REFUGE FOR REBUILDING LIVES 1535 N HIGH ST DENVER,CO80218	NONE	PC	GENERAL SUPPORT	60,000
GLOBAL FUND FOR WOMEN INC 800 MARKET ST 7TH FL SAN FRANCISCO,CA94108	NONE	PC	GENERAL SUPPORT	30,000
RAINBOW SERVICES LTD 453 W 7TH ST SAN PEDRO,CA90731	NONE	PC	GENERAL SUPPORT	20,000
WOMEN'S BEAN PROJECT 3201 CURTIS ST DENVER,CO80205	NONE	PC	GENERAL SUPPORT	40,000
UNION RESCUE MISSION 545 S SAN PEDRO ST LOS ANGELES,CA90013	NONE	PC	GENERAL SUPPORT	60,000
PEOPLE CONCERN 2116 ARLINGTON AVE SUITE 100 LOS ANGELES,CA90018	NONE	PC	GENERAL SUPPORT	20,000
North Carolina Costal Federation 3609 NC 24 OCEAN Newport,SC28570	NONE	PC	GENERAL SUPPORT	10,000
North Carolina Land Trust 3 PINE VALLEY DR Wilmington,NC28412	NONE	PC	GENERAL SUPPORT	20,000
Spikenard Farm 401 HIDEAWAY LN Floyd,VA24091	NONE	PC	GENERAL SUPPORT	15,000
FRESH FOOD CONNECT PO BOX 181582 DENVER,CO80218	NONE	PC	GENERAL SUPPORT	50,000
SHRINERS HOSPITAL FOR CHILDREN MEMO PASEDENA HOSPITAL 2900 N ROCKY POINT DRIVE TAMPA,FL33607	NONE	PC	GENERAL SUPPORT	20,000
SOUTHERN APPALACHIAN HIGHLANDS CONSERVANCY 372 MERRIMON AVE ASHEVILLE,NC28801	NONE	PC	GENERAL SUPPORT	50,000
Guiding Eyes for the Blind 611 GRANITE SPRINGS ROAD Yorktown Heights,NY10595	NONE	PC	GENERAL SUPPORT	15,000
MERCY SHIPS 15862 STATE HIGHWAY 110 N LINDALE,TX75771	NONE	PC	GENERAL SUPPORT	30,000
Wegiveashare Inc 27 CHURCH STREET Asheville,NC28801	NONE	PC	COMMUNITY	10,000
Stephen Siller Tunnels to Towers FDN 2361 HYLAN BOULEVARD Staten Island,NY10306	NONE	PC	COMMUNITY	20,000
ONETA FOUNDATION 6211 CANDLE LIGHT DRIVE JURUPA VALLEY,CA92509	NONE	PC	COMMUNITY	10,000
Total ................................. 3a				650,000

bApproved for future payment

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

Form 990-PF (2024)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	88,951
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	1,297,557
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aFED REFUND			1	6,396
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				1,392,904

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

1,392,904

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of organization SAXER FAMILY FOUNDATION

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	MARGOT SAXER 12490 WEST FIELDING CIRCLE APT 412 LOS ANGELES, CA90094	$ 45,863	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Name of organization SAXER FAMILY FOUNDATION		Employer identification number 47-2294729

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
1	1000 SHARES OF ELI LILLY AND CO 1000 SHARES OF MARATHON PETROLEUM CORP	$ 954,065	2024-03-05
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
AUDIT & ACCOUNTING FEES (ALLOC	8,500	6,375	2,125
TRUSTEE FEES - INCOME (NON-DED	25,695	19,271	6,424
TRUSTEE FEES-PRIN (NON-DEDUCTI	25,695	19,271	6,424


Name of organization SAXER FAMILY FOUNDATION			Employer identification number 47-2294729
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.

Description	Amount
TIMING DIFFERENCES	3,395
ROC ADJUSTMENTS	1,007
DELINQUENT P&I TO CALIFORNIA	90

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI	75	56		19
OTHER EXPENSE (NON-DEDUCTIBLE	82	61		20