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
BACH EVELYN COMBINED FDN TR UMA 1045002057

Number and street (or P.O. box number if mail is not delivered to street address)230 FRONT STREET NORTH
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
LA CROSSE, WI54601

A Employer identification number

27-6333037

B Telephone number (see instructions)

(608) 782-1148

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

$3,070,056J 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)
2	Check .............
3	Interest on savings and temporary cash investments	257		257
4	Dividends and interest from securities...	82,600		82,600
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		192,401
b	Gross sales price for all assets on line 6a 1,450,765
7	Capital gain net income (from Part IV, line 2)...			192,401
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	129
12	Total. Add lines 1 through 11........	275,387		275,258
13	Compensation of officers, directors, trustees, etc.	23,345		23,345
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	2,000	0	0	2,000
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	1,740	1,740		0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	3,263	3,263		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).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	30,348		28,348	0	2,000
25	Contributions, gifts, grants paid.......	186,344				186,344
26	Total expenses and disbursements. Add lines 24 and 25	216,692		28,348	0	188,344
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	58,695
b	Net investment income (if negative, enter -0-)			246,910
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.........	42,113	75,090	75,090
	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).......
	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 )	2,652,139	2,678,688	2,994,966
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,694,252	2,753,778	3,070,056
	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........	2,694,252	2,753,778
	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).....	2,694,252	2,753,778
	30	Total liabilities and net assets/fund balances (see instructions).	2,694,252	2,753,778

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

2,694,252

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

58,695

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

List of Attached Documents:

// Content

831

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

2,753,778

Decreases not included in line 2 (itemize) right arrow

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

2,753,778

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	3228.605 FIDELITY U.S. BOND INDEX FUND		2021-02-23	2024-01-24
b	6299.393 FIDELITY LONG-TERM TREASURY BOND INDEX		2023-10-17	2024-01-24
c	768.99892 INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-01-24
d	5.00108 INVESCO S&P 500 LOW VOLATILITY ETF		2023-04-18	2024-01-24
e	10467.93 VANGUARD SHORT TERM TREASURY ADM		2023-12-18	2024-01-24
	2. MEDPACE HOLDINGS INC		2024-01-24	2024-02-15
	1. COCACOLA CONSOLIDATED		2021-08-12	2024-02-23
	3. COMFORT SYSTEMS USA		2023-07-12	2024-02-23
	6. COMFORT SYSTEMS USA		2023-02-03	2024-02-23
	8. ONTO INNOVATION INC		2021-08-12	2024-02-23
	113. VANGUARD LARGE CAP ETF		2013-07-09	2024-02-23
	25. BARNES GROUP		2022-03-18	2024-03-18
	4. COMFORT SYSTEMS USA		2024-01-24	2024-03-18
	143.22713 AMERICAN FUNDS EUROPACIFIC FUND F3		2021-12-14	2024-03-18
	5.20087 AMERICAN FUNDS EUROPACIFIC FUND F3		2021-10-29	2024-03-18
	6297.11873 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-03-18
	1691.14227 FIDELITY U.S. BOND INDEX FUND		2021-02-23	2024-03-18
	201.29 GLENMEDE SECURED OPTIONS I		2018-12-21	2024-03-18
	3282. INVESCO S&P 500 LOW VOLATILITY ETF		2023-06-02	2024-03-18
	77. SCHWAB MID CAP ETF		2016-09-26	2024-03-18
	136. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-19	2024-03-18
	810.294 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-04-04
	21. BARNES GROUP		2024-01-24	2024-04-04
	14. BARNES GROUP		2022-03-18	2024-04-04
	29. HELIOS TECHNOLOGIES		2024-01-24	2024-04-04
	50. MODEL N INC		2024-04-04	2024-04-23
	47. MODEL N INC		2023-02-02	2024-04-23
	25. DEFINITIVE HEALTHCARE CORP		2023-07-18	2024-04-24
	69. DEFINITIVE HEALTHCARE CORP		2022-06-14	2024-04-24
	21. FLOOR & DECOR HOLDINGS INC		2022-06-14	2024-04-24
	335.067 GLENMEDE SECURED OPTIONS I		2018-12-21	2024-04-24
	92. PERMIAN RESOURCES CORPORATION		2022-06-14	2024-04-24
	11. ALARM.COM HOLDINGS INC		2023-08-31	2024-05-09
	26. ALARM.COM HOLDINGS INC		2022-06-14	2024-05-09
	11. ALARM.COM HOLDINGS INC		2021-06-02	2024-05-09
	2. COCACOLA CONSOLIDATED		2023-09-18	2024-05-09
	625.78 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-05-09
	8. ONTO INNOVATION INC		2024-01-24	2024-05-09
	2. ONTO INNOVATION INC		2021-08-12	2024-05-09
	494.565 ARGA EMERGING MARKETS VALUE FUND		2022-02-16	2024-05-17
	45.23376 AMERICAN FUNDS EUROPACIFIC FUND F3		2021-12-14	2024-05-17
	17.18524 AMERICAN FUNDS EUROPACIFIC FUND F3		2021-12-14	2024-05-17
	142.21 FIDELITY U.S. BOND INDEX FUND		2021-02-23	2024-05-17
	209.904 OAKMARK INTERNATIONAL R6		2020-09-22	2024-05-17
	68. INTERNATIONAL MONEY EXPRESS, INC		2024-02-23	2024-05-17
	8. INTERNATIONAL MONEY EXPRESS, INC		2023-04-18	2024-05-17
	37. VANGUARD LARGE CAP ETF		2013-07-09	2024-05-17
	287.878 GQG PARTNERS EMERGING MARKETS EQUITY I		2024-03-18	2024-06-20
	629.438 FIDELITY U.S. BOND INDEX FUND		2021-02-23	2024-06-20
	601.369 GLENMEDE SECURED OPTIONS I		2021-12-13	2024-06-20
	7. ONTO INNOVATION INC		2024-05-17	2024-07-02
	71. PERMIAN RESOURCES CORPORATION		2024-01-24	2024-07-02
	4. PERMIAN RESOURCES CORPORATION		2022-06-14	2024-07-02
	45. SQUARESPACE INC		2024-05-09	2024-07-02
	53. SQUARESPACE INC		2021-12-13	2024-07-02
	2. AMN HEALTHCARE SERVICES INC		2023-10-17	2024-07-25
	25. AMN HEALTHCARE SERVICES INC		2022-11-29	2024-07-25
	6. ACUSHNET HOLDINGS CORP		2023-08-31	2024-07-25
	13. ACUSHNET HOLDINGS CORP		2023-07-20	2024-07-25
	30.99973 AVANOS MEDICAL INC		2021-10-29	2024-07-25
	18.00027 AVANOS MEDICAL INC		2021-10-29	2024-07-25
	1. CSW INDUSTRIALS INC		2023-08-31	2024-07-25
	5. CSW INDUSTRIALS INC		2023-07-20	2024-07-25
	69. CNX RESOURCES CORP		2021-12-13	2024-07-25
	20. EXLSERVICE HOLDINGS INC		2021-08-12	2024-07-25
	15. FIVE BELOW INC		2023-07-12	2024-07-25
	21. FRANKLIN ELECTRIC CO INC		2023-07-20	2024-07-25
	9. ICF INTERNATIONAL INC		2023-02-03	2024-07-25
	6. ISHARES CORE 1-5 YEAR BOND ETF		2022-02-17	2024-07-25
	16. MERCANTILE BANK CORP		2021-08-12	2024-07-25
	10. OLLIE S BARGAIN OUTLET HOLDINGS		2023-06-02	2024-07-25
	12. OMNICELL INC		2024-01-24	2024-07-25
	35. OMNICELL INC		2023-07-18	2024-07-25
	23. PACIRA PHARMACEUTICALS INC		2024-01-24	2024-07-25
	17. PACIRA PHARMACEUTICALS INC		2021-10-29	2024-07-25
	86.258 PIMCO INCOME FUND I		2018-01-29	2024-07-25
	10. SPS COMMERCE INC		2022-03-18	2024-07-25
	39. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-19	2024-07-25
	82.738 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-02	2024-07-25
	43. VANGUARD LARGE CAP ETF		2013-07-09	2024-07-25
	1672.36941 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-08-08
	174.12859 FIDELITY U.S. BOND INDEX FUND		2021-02-23	2024-08-08
	203. ISHARES CORE 1-5 YEAR BOND ETF		2022-02-17	2024-08-08
	78. PETIQ INC		2024-07-02	2024-08-08
	13. ADDUS HOMECARE CORPORATION		2023-06-02	2024-09-17
	5. BALCHEM CORP		2021-08-12	2024-09-17
	370.063 DWS RREEF REAL ASSETS STRATEGY		2021-02-16	2024-09-17
	30. DOUBLEVERIFY HOLDINGS INC		2024-01-24	2024-09-17
	31. DOUBLEVERIFY HOLDINGS INC		2023-07-20	2024-09-17
	71.855 AMERICAN FUNDS EUROPACIFIC FUND F3		2021-12-14	2024-09-17
	8. FLOOR & DECOR HOLDINGS INC		2024-01-24	2024-09-17
	9. FLOOR & DECOR HOLDINGS INC		2022-06-14	2024-09-17
	475.368 GLENMEDE SECURED OPTIONS I		2020-03-31	2024-09-17
	68. GRAY TELEVISION INC		2024-01-24	2024-09-17
	127. GRAY TELEVISION INC		2023-02-03	2024-09-17
	26. GRID DYNAMICS HOLDINGS INC		2021-08-12	2024-09-17
	11.801 OAKMARK INTERNATIONAL R6		2020-09-22	2024-09-17
	77. POWERSCHOOL HOLDINGS INC		2024-04-04	2024-09-17
	41. POWERSCHOOL HOLDINGS INC		2023-08-31	2024-09-17
	12. SM ENERGY CO		2023-06-02	2024-09-17
	60. SCHWAB MID CAP ETF		2016-09-26	2024-09-17
	47. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-19	2024-09-17
	92.323 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-02	2024-09-17
	83. VANGUARD LARGE CAP ETF		2013-07-09	2024-09-17
	914.007 ARGA EMERGING MARKETS VALUE FUND		2023-07-20	2024-10-10
	40. ACUSHNET HOLDINGS CORP		2024-09-17	2024-10-15
	13. ADDUS HOMECARE CORPORATION		2024-02-23	2024-10-15
	7. ADDUS HOMECARE CORPORATION		2023-08-31	2024-10-15
	12. ADVANCED ENERGY INDUSTRIES INC		2024-05-17	2024-10-15
	16. ADVANCED ENERGY INDUSTRIES INC		2023-09-18	2024-10-15
	15. ALAMO GROUP INC		2024-09-17	2024-10-15
	8. AMERICAN WOODMARK CORP		2024-01-24	2024-10-15
	12. AMERICAN WOODMARK CORP		2023-09-18	2024-10-15
	49. AVANOS MEDICAL INC		2024-03-18	2024-10-15
	44. AVANOS MEDICAL INC		2023-06-02	2024-10-15
	26. BPR GROUP INC		2024-01-24	2024-10-15
	43. BPR GROUP INC		2023-07-12	2024-10-15
	35. BENCHMARK ELECTRONICS INC		2024-01-24	2024-10-15
	60. BENCHMARK ELECTRONICS INC		2023-07-20	2024-10-15
	14. BOOT BARN HOLDINGS INC		2024-01-24	2024-10-15
	19. BOOT BARN HOLDINGS INC		2021-08-12	2024-10-15
	86. CCC INTELLIGENT SOLUTIONS HOLD.		2023-02-02	2024-10-15
	10. CSW INDUSTRIALS INC		2024-09-17	2024-10-15
	3. CSW INDUSTRIALS INC		2023-09-18	2024-10-15
	21. CTS CORP		2024-02-23	2024-10-15
	28. CTS CORP		2021-10-29	2024-10-15
	81. CARETRUST REIT INC		2024-08-08	2024-10-15
	15. CASS INFORMATION SYSTEMS INC		2024-01-24	2024-10-15
	30. CASS INFORMATION SYSTEMS INC		2023-08-31	2024-10-15
	3. CHEMED CORP		2024-02-23	2024-10-15
	4. CHEMED CORP		2023-07-20	2024-10-15
	9. CHESAPEAKE COM		2024-03-18	2024-10-15
	12. CHESAPEAKE COM		2023-08-31	2024-10-15
	75. COHU INC		2024-09-17	2024-10-15
	22. DESCARTES SYSTEMS GROUP INC		2023-04-18	2024-10-15
	862.742 DWS RREEF REAL ASSETS STRATEGY		2024-07-25	2024-10-15
	7905.509 DWS RREEF REAL ASSETS STRATEGY		2023-07-20	2024-10-15
	104. DOXIMITY INC		2024-05-09	2024-10-15
	23. ESCO TECHNOLOGIES INC		2024-08-08	2024-10-15
	4944.18845 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-10-15
	1122.05755 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-10-15
	24. FRESHPET INC		2023-05-15	2024-10-15
	13. GLAUKOS CORP		2024-04-24	2024-10-15
	26. GLAUKOS CORP		2023-06-02	2024-10-15
	15. GOOSEHEAD INSURANCE INC		2024-04-04	2024-10-15
	14. GOOSEHEAD INSURANCE INC		2021-06-02	2024-10-15
	172. HILLMAN SOLUTIONS CORP		2024-09-17	2024-10-15
	14. INTEGER HOLDINGS CORP		2022-09-16	2024-10-15
	146. JAMF HOLDING CORP		2024-08-08	2024-10-15
	4. KADANT INC		2022-06-14	2024-10-15
	9. KAISER ALUMINUM CORP		2024-01-24	2024-10-15
	27. KAISER ALUMINUM CORP		2023-06-16	2024-10-15
	16. KFORCE INC		2024-01-24	2024-10-15
	31. KFORCE INC		2023-04-18	2024-10-15
	34. KORN/FERRY INTERNATIONAL		2024-01-24	2024-10-15
	18. KORN/FERRY INTERNATIONAL		2021-08-12	2024-10-15
	45. LAREDO PETROLEUM INC		2024-09-17	2024-10-15
	53. MARCUS & MILLICHAP INC		2024-02-23	2024-10-15
	40. MARCUS & MILLICHAP INC		2023-09-18	2024-10-15
	25. MERCANTILE BANK CORP		2024-08-08	2024-10-15
	9. MERCANTILE BANK CORP		2021-08-12	2024-10-15
	18. MONARCH CASINO & RESORT INC		2024-01-24	2024-10-15
	22. MONARCH CASINO & RESORT INC		2022-05-13	2024-10-15
	100. NV5 GLOBAL INC		2024-03-18	2024-10-15
	34. NORTHERN OIL AND GAS		2024-01-24	2024-10-15
	53. NORTHERN OIL AND GAS		2023-07-20	2024-10-15
	44. ORIGIN BANCORP		2024-04-24	2024-10-15
	18. ORIGIN BANCORP		2023-02-02	2024-10-15
	11. ORTHOPEDIATRICS CORP		2024-01-24	2024-10-15
	23. ORTHOPEDIATRICS CORP		2021-06-02	2024-10-15
	9. PATRICK INDUSTRIES INC		2024-01-24	2024-10-15
	21. PATRICK INDUSTRIES INC		2022-06-14	2024-10-15
	155. PAYCOR HCM INC		2024-09-17	2024-10-15
	58. PAYCOR HCM INC		2023-07-20	2024-10-15
	40. PENNANT GROUP INC		2024-01-24	2024-10-15
	43. PENNANT GROUP INC		2021-06-02	2024-10-15
	19. PHREESIA INC		2024-01-24	2024-10-15
	42. PHREESIA INC		2023-06-02	2024-10-15
	16.99988 POWER INTEGRATIONS INC		2023-02-02	2024-10-15
	6.00012 POWER INTEGRATIONS INC		2022-11-29	2024-10-15
	6. REPLIGEN		2023-07-20	2024-10-15
	6. SPS COMMERCE INC		2024-01-24	2024-10-15
	21. SPS COMMERCE INC		2023-07-12	2024-10-15
	264. SCHWAB MID CAP ETF		2024-08-08	2024-10-15
	4269. SCHWAB MID CAP ETF		2023-08-31	2024-10-15
	46. SEACOAST BANKING CORP OF FLORIDA		2024-01-24	2024-10-15
	38. SEACOAST BANKING CORP OF FLORIDA		2021-08-12	2024-10-15
	51. SIMULATIONS PLUS INC		2024-08-08	2024-10-15
	16. STEWART INFORMATION SYSTEMS		2024-01-24	2024-10-15
	29. STEWART INFORMATION SYSTEMS		2022-02-16	2024-10-15
	97. SUNSTONE HOTEL INVESTORS INC		2024-01-24	2024-10-15
	100. SUNSTONE HOTEL INVESTORS INC		2021-12-21	2024-10-15
	11. SUPERNUS PHARMACEUTICALS INC		2024-01-24	2024-10-15
	42. SUPERNUS PHARMACEUTICALS INC		2023-08-31	2024-10-15
	18. TRANSCAT INC		2024-09-17	2024-10-15
	9. US PHYSICAL THERAPY INC		2024-02-23	2024-10-15
	17. US PHYSICAL THERAPY INC		2016-12-28	2024-10-15
	1500.508 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-02	2024-10-15
	62. VIAVI SOLUTIONS INC		2024-01-24	2024-10-15
	134. VIAVI SOLUTIONS INC		2023-08-31	2024-10-15
	35. WILLSCOT MOBILE MINI HOLDINGS CORP		2024-04-24	2024-10-15
	55. WILLSCOT MOBILE MINI HOLDINGS CORP		2022-06-14	2024-10-15
	429. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-10-15
	77. STEVANATO GROUP		2024-04-04	2024-10-15
	18. STEVANATO GROUP		2023-08-31	2024-10-15
	14. FIVE9 INC		2024-02-23	2024-10-25
	22. FIVE9 INC		2022-11-29	2024-10-25
	411.155 GLENMEDE SECURED OPTIONS I		2020-03-31	2024-10-25
	36. PROGYNY INC		2024-04-24	2024-10-31
	50. PROGYNY INC		2023-02-02	2024-10-31
	32. ACV AUCTIONS INC		2023-06-02	2024-12-18
	13. AGREE REALTY CORP		2023-07-20	2024-12-18
	4. ALARM.COM HOLDINGS INC		2024-01-24	2024-12-18
	11. ALARM.COM HOLDINGS INC		2021-06-02	2024-12-18
	21. BLACKLINE INC		2021-12-13	2024-12-18
	51. CCC INTELLIGENT SOLUTIONS HOLD.		2023-06-02	2024-12-18
	55. CNX RESOURCES CORP		2024-08-08	2024-12-18
	35. CNX RESOURCES CORP		2021-12-13	2024-12-18
	13. DORMAN PRODUCTS INC		2021-08-12	2024-12-18
	8. ENPRO INDS INC		2022-03-24	2024-12-18
	8. ENSIGN GROUP INC		2023-06-16	2024-12-18
	13. EXLSERVICE HOLDINGS INC		2023-07-18	2024-12-18
	20. EXPONENT INC		2023-07-20	2024-12-18
	400.962 FIDELITY U.S. BOND INDEX FUND		2022-03-24	2024-12-18
	10. FIVE BELOW INC		2022-11-29	2024-12-18
	10. FLOOR & DECOR HOLDINGS INC		2024-05-09	2024-12-18
	6. GRAND CANYON EDUCATION INC		2012-11-27	2024-12-18
	9. GUIDEWIRE SOFTWARE INC		2023-04-18	2024-12-18
	6. IDACORP INC		2021-08-12	2024-12-18
	35. ISHARES CORE 1-5 YEAR BOND ETF		2022-02-17	2024-12-18
	5. MEDPACE HOLDINGS INC		2023-08-31	2024-12-18
	6. OLLIE S BARGAIN OUTLET HOLDINGS		2023-06-02	2024-12-18
	28. OPTION CARE HEALTH INC		2023-07-20	2024-12-18
	4. PAYLOCITY HOLDING CORP		2016-06-30	2024-12-18
	295.141 PIMCO INCOME FUND I		2018-01-29	2024-12-18
	10. POWER INTEGRATIONS INC		2023-02-02	2024-12-18
	9. QUANTA SERVICES INC		2024-10-15	2024-12-18
	13. RB GLOBAL INC		2014-02-10	2024-12-18
	6. TRACTOR SUPPLY CO		2024-10-15	2024-12-18
	6. TYLER TECHS INC		2024-10-15	2024-12-18
	41. VANGUARD DIVIDEND APPRECIATION ETF		2022-07-19	2024-12-18
	64.207 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2023-02-02	2024-12-18
	126. VANGUARD LARGE CAP ETF		2013-07-09	2024-12-18
	473. WISDOMTREE US QUALITY GROWTH ETF		2024-03-18	2024-12-18
	10. WORKIVA INC		2022-04-29	2024-12-18
	10. AMBARELLA INC		2022-06-14	2024-12-18
	8. GLOBANT SA		2022-06-14	2024-12-18
	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
	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
	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
	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	33,093	39,938	-6,845
b	60,600	64,644	-4,044
c	48,149	48,867	-718
d	313	318	-5
e	103,004	104,161	-1,157
	789	598	191
	831	412	419
	841	499	342
	1,681	736	945
	1,435	582	853
	26,383	8,552	17,831
	921	1,196	-275
	1,235	774	461
	8,363	9,546	-1,183
	304	358	-54
	64,105	72,970	-8,865
	17,216	20,547	-3,331
	2,832	2,224	608
	212,653	208,197	4,456
	6,070	3,340	2,730
	24,463	20,047	4,416
	8,119	7,908	211
	737	667	70
	491	582	-91
	1,293	1,170	123
	1,481	1,511	-30
	1,392	1,489	-97
	176	300	-124
	485	1,290	-805
	2,290	1,677	613
	4,745	3,702	1,043
	1,588	807	781
	757	612	145
	1,790	1,220	570
	757	951	-194
	1,875	1,310	565
	7,209	7,015	194
	1,671	1,162	509
	418	146	272
	5,237	4,827	410
	2,722	3,011	-289
	1,034	1,139	-105
	1,445	1,734	-289
	5,806	4,141	1,665
	1,413	1,458	-45
	166	203	-37
	8,974	2,800	6,174
	5,340	4,923	417
	6,464	7,664	-1,200
	8,750	8,922	-172
	1,564	1,305	259
	1,158	932	226
	65	35	30
	1,958	1,508	450
	2,306	1,573	733
	127	148	-21
	1,593	2,636	-1,043
	419	353	66
	907	731	176
	719	976	-257
	418	567	-149
	294	182	112
	1,470	805	665
	1,720	967	753
	694	480	214
	1,093	2,597	-1,504
	2,194	1,852	342
	1,273	940	333
	286	297	-11
	803	530	273
	965	500	465
	353	412	-59
	1,029	2,100	-1,071
	455	718	-263
	336	881	-545
	913	983	-70
	2,069	1,075	994
	7,309	5,749	1,560
	1,514	1,568	-54
	10,713	3,254	7,459
	17,460	19,571	-2,111
	1,818	2,117	-299
	9,743	10,039	-296
	2,378	1,759	619
	1,723	1,307	416
	871	648	223
	4,611	4,148	463
	519	1,145	-626
	536	1,092	-556
	4,216	4,763	-547
	944	859	85
	1,062	598	464
	7,173	5,151	2,022
	343	633	-290
	641	2,237	-1,596
	356	606	-250
	316	233	83
	1,752	1,757	-5
	933	909	24
	486	347	139
	4,898	2,603	2,295
	9,215	6,928	2,287
	1,754	1,750	4
	21,400	6,281	15,119
	10,401	8,953	1,448
	2,556	2,673	-117
	1,727	1,169	558
	930	634	296
	1,286	1,291	-5
	1,715	1,402	313
	2,718	2,984	-266
	758	720	38
	1,137	672	465
	1,117	941	176
	1,003	1,238	-235
	1,365	676	689
	2,258	1,011	1,247
	1,525	945	580
	2,614	1,532	1,082
	2,296	1,029	1,267
	3,116	1,684	1,432
	939	820	119
	3,931	2,415	1,516
	1,179	537	642
	1,024	902	122
	1,366	994	372
	2,487	2,076	411
	634	645	-11
	1,267	1,327	-60
	1,818	1,715	103
	2,424	2,052	372
	1,091	920	171
	1,454	1,496	-42
	1,905	2,282	-377
	2,375	1,554	821
	10,733	9,635	1,098
	98,345	88,842	9,503
	4,524	2,496	2,028
	2,887	2,473	414
	51,914	55,325	-3,411
	11,782	12,697	-915
	3,444	1,727	1,717
	1,667	1,237	430
	3,335	1,518	1,817
	1,434	1,095	339
	1,338	1,276	62
	1,854	1,694	160
	1,848	903	945
	2,476	2,771	-295
	1,340	459	881
	648	593	55
	1,945	2,418	-473
	924	1,130	-206
	1,790	1,931	-141
	2,484	1,908	576
	1,315	1,238	77
	1,202	1,778	-576
	1,982	1,927	55
	1,496	1,326	170
	1,119	976	143
	403	298	105
	1,365	1,218	147
	1,668	1,516	152
	2,336	2,635	-299
	1,298	1,187	111
	2,024	1,678	346
	1,430	1,378	52
	585	705	-120
	292	306	-14
	611	1,269	-658
	1,284	895	389
	2,995	1,318	1,677
	2,117	2,578	-461
	792	1,535	-743
	1,409	626	783
	1,514	1,531	-17
	399	481	-82
	883	1,237	-354
	1,082	1,359	-277
	382	460	-78
	879	927	-48
	1,182	1,127	55
	4,138	3,128	1,010
	7,440	6,708	732
	120,301	70,259	50,042
	1,269	1,190	79
	1,048	1,248	-200
	1,621	2,004	-383
	1,125	846	279
	2,040	1,839	201
	1,011	1,000	11
	1,042	1,145	-103
	367	311	56
	1,402	1,460	-58
	2,279	2,178	101
	741	875	-134
	1,400	1,213	187
	27,939	28,435	-496
	572	628	-56
	1,237	1,492	-255
	1,280	1,465	-185
	2,012	1,824	188
	19,805	17,459	2,346
	1,415	2,340	-925
	331	582	-251
	419	1,026	-607
	658	1,827	-1,169
	6,245	4,132	2,113
	541	1,316	-775
	751	2,073	-1,322
	661	557	104
	931	841	90
	264	250	14
	725	936	-211
	1,322	1,124	198
	598	505	93
	1,956	1,232	724
	1,245	491	754
	1,715	1,301	414
	1,447	814	633
	1,092	751	341
	583	377	206
	1,840	2,092	-252
	4,110	4,712	-602
	1,066	2,012	-946
	1,046	1,123	-77
	972	141	831
	1,576	704	872
	657	639	18
	1,666	1,731	-65
	1,702	1,360	342
	699	343	356
	645	930	-285
	789	171	618
	3,111	3,364	-253
	634	822	-188
	2,961	2,763	198
	1,193	294	899
	1,607	1,813	-206
	3,556	3,604	-48
	8,148	6,043	2,105
	1,166	1,217	-51
	34,614	9,535	25,079
	23,779	19,249	4,530
	1,118	1,117	1
	715	751	-36
	1,786	1,835	-49
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887
			23,887

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			-6,845
b			-4,044
c			-718
d			-5
e			-1,157
			191
			419
			342
			945
			853
			17,831
			-275
			461
			-1,183
			-54
			-8,865
			-3,331
			608
			4,456
			2,730
			4,416
			211
			70
			-91
			123
			-30
			-97
			-124
			-805
			613
			1,043
			781
			145
			570
			-194
			565
			194
			509
			272
			410
			-289
			-105
			-289
			1,665
			-45
			-37
			6,174
			417
			-1,200
			-172
			259
			226
			30
			450
			733
			-21
			-1,043
			66
			176
			-257
			-149
			112
			665
			753
			214
			-1,504
			342
			333
			-11
			273
			465
			-59
			-1,071
			-263
			-545
			-70
			994
			1,560
			-54
			7,459
			-2,111
			-299
			-296
			619
			416
			223
			463
			-626
			-556
			-547
			85
			464
			2,022
			-290
			-1,596
			-250
			83
			-5
			24
			139
			2,295
			2,287
			4
			15,119
			1,448
			-117
			558
			296
			-5
			313
			-266
			38
			465
			176
			-235
			689
			1,247
			580
			1,082
			1,267
			1,432
			119
			1,516
			642
			122
			372
			411
			-11
			-60
			103
			372
			171
			-42
			-377
			821
			1,098
			9,503
			2,028
			414
			-3,411
			-915
			1,717
			430
			1,817
			339
			62
			160
			945
			-295
			881
			55
			-473
			-206
			-141
			576
			77
			-576
			55
			170
			143
			105
			147
			152
			-299
			111
			346
			52
			-120
			-14
			-658
			389
			1,677
			-461
			-743
			783
			-17
			-82
			-354
			-277
			-78
			-48
			55
			1,010
			732
			50,042
			79
			-200
			-383
			279
			201
			11
			-103
			56
			-58
			101
			-134
			187
			-496
			-56
			-255
			-185
			188
			2,346
			-925
			-251
			-607
			-1,169
			2,113
			-775
			-1,322
			104
			90
			14
			-211
			198
			93
			724
			754
			414
			633
			341
			206
			-252
			-602
			-946
			-77
			831
			872
			18
			-65
			342
			356
			-285
			618
			-253
			-188
			198
			899
			-206
			-48
			2,105
			-51
			25,079
			4,530
			1
			-36
			-49

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	192,401
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	3,432
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	3,432
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	3,432
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	1,460
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	1,460
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	1,972
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. ...............................

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

Trust Point Inc Telephone no. right arrow

(608) 782-1148

Located at right arrow

230 FRONT STREET NORTHLA CROSSEWI ZIP+4 right arrow

54601

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-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
Trust Point Inc	Trustee 1	23,345
230 Front Street North La Crosse,WI54601	Trustee 1	23,345

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	NONE
2


All other program-related investments. See instructions.
3

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

Form 990-PF (2024)

Page 8

Part IX

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

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

purposes:

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

3,076,851

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

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

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

3,076,851

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

3,076,851

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

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

46,153

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

3,030,698

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

151,535

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

151,535

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

3,432

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

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

3,432

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

148,103

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

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

148,103

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

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

148,103

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 ..........

188,344

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. .......

188,344

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					148,103
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				37,543
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......	0
b From 2020......	0
c From 2021......	0
d From 2022......	0
e From 2023......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 188,344
a Applied to 2023, but not more than line 2a				37,543
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.....					148,103
e Remaining amount distributed out of corpus		2,698
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		2,698
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 ......		2,698
10 Analysis of line 9:
a Excess from 2020....	0
b Excess from 2021....	0
c Excess from 2022....	0
d Excess from 2023....	0
e Excess from 2024....	2,698

Form 990-PF (2024)

Page 10

Part XIII

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

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

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

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

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

Part XIV

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

1Information Regarding Foundation Managers:

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

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

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

Check here right arrow

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

aThe name, address, and telephone number or 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
SALVATION ARMY 223N 8TH STREET LA CROSSE,WI54601	NONE	PUBLIC	HUMANITARIAN	46,586
SHRINERS HOSPITALS FOR CHILDREN PO BOX 947770 ATLANTA,GA303947770	NONE	PUBLIC	OPERATING EXPENSES	46,586
CHILDREN'S MUSEUM 207 5TH AVE LA CROSSE,WI54601	NONE	PUBLIC	EDUCATIONAL	46,586
BOYS & GIRLS CLUB OF LA CROSSE 1331 CLINTON STREET LA CROSSE,WI54603	NONE	PUBLIC	HUMANITARIAN	46,586
Total ................................. 3a				186,344

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 ...........			14	257
4 Dividends and interest from securities ....			14	82,600
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	192,401
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aAGREE REALTY CORP			14	15
bCARETRUST REIT INC			14	6
cMOELIS & CO			14	108
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				275,387

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

275,387

(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.)
11	0

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

Category	Amount	Net Investment Income
FOREIGN TAX PAID	28	28
FEDERAL TAX PAYMENT - PRIOR YE	708	708
FEDERAL ESTIMATES - PRINCIPAL	1,460	1,460
FOREIGN TAXES ON QUALIFIED FOR	1,067	1,067