Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE BLANCHE AND DEWAYNE WIVAGG CHARITABLE
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 75000
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DETROIT, MI482757874
A Employer identification number

23-7933106
B Telephone number (see instructions)

(313) 222-9308
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,007,399
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 22,948 22,860  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 38,283
b Gross sales price for all assets on line 6a 392,015
7 Capital gain net income (from Part IV, line 2)... 38,283
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)....... 425 14  
12 Total. Add lines 1 through 11........ 61,656 61,157  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,966 2,669   297
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).......        
c Other professional fees (attach schedule).... 16,671 16,671   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 305 37   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)....... 2,119 119   2,000
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,061 19,496 0 2,297
25 Contributions, gifts, grants paid....... 50,000 50,000
26 Total expenses and disbursements. Add lines 24 and 25 72,061 19,496 0 52,297
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -10,405
b Net investment income (if negative, enter -0-) 41,661
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 214,465 51,089 51,089
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 555,254 Click to see attachment
List of Attached Documents:
// Content
506,886
616,757
c Investments—corporate bonds (attach schedule)....... 137,704 Click to see attachment
List of Attached Documents:
// Content
342,458
339,553
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 907,423 900,433 1,007,399
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 907,423 900,433
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)..... 907,423 900,433
30 Total liabilities and net assets/fund balances (see instructions). 907,423 900,433
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
907,423
2
Enter amount from Part I, line 27a .....................
2
-10,405
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,415
4
Add lines 1, 2, and 3 ..........................
4
900,433
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
900,433
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 9. AMN HEALTHCARE SVCS INC   2023-02-07 2024-07-12
b 4. ABBVIE INC   2023-02-07 2024-08-14
c 2. ADOBE SYS INC   2023-02-07 2024-01-04
d 1. ADOBE SYS INC   2023-02-06 2024-08-14
e 1. ADOBE SYS INC   2023-02-24 2024-09-27
63. ADYEN NV ADR   2023-02-07 2024-03-15
25. ADYEN NV ADR   2023-03-17 2024-06-27
17. ADYEN NV ADR   2023-03-17 2024-12-23
1. ALIGN TECHNOLOGY INC   2023-09-15 2024-06-27
5. ALKAMI TECHNOLOGY INC COM   2024-08-09 2024-08-29
6. ALKAMI TECHNOLOGY INC COM   2024-08-09 2024-11-08
2. ALPHABET INC CL C   2023-02-06 2024-02-07
8. ALPHABET INC CL C   2023-02-07 2024-02-12
6. AMAZON COM INC   2023-02-06 2024-05-14
4. AMAZON COM INC   2023-02-07 2024-06-27
1. AMAZON COM INC   2024-07-18 2024-08-19
2. AMAZON COM INC   2024-07-18 2024-08-29
1. AMAZON COM INC   2024-04-04 2024-08-29
4. AMAZON COM INC   2023-10-30 2024-11-08
3. AMAZON COM INC   2023-02-07 2024-12-11
1. AMAZON COM INC   2023-02-07 2024-12-23
3. AMERICAN ELEC PWR INC   2024-02-27 2024-06-27
3. AMERIPRISE FINL INC   2023-02-06 2024-05-21
4. AMERIPRISE FINL INC   2023-02-07 2024-08-14
1. AMETEK INC NEW   2023-02-07 2024-06-27
3. AMETEK INC NEW   2023-02-07 2024-10-03
1. AMGEN INC   2023-02-06 2024-11-08
2. AMPHENOL CORP CL A   2023-02-07 2024-06-27
6. AMPHENOL CORP CL A   2023-07-03 2024-10-16
2. ANSYS INC   2023-02-07 2024-01-25
1. ANSYS INC   2023-11-10 2024-01-25
2. ANSYS INC   2023-02-07 2024-11-14
1. APPLE COMPUTER INC   2023-02-07 2024-08-29
6. APPLIED MATLS INC   2023-07-24 2024-07-24
1. APPLIED MATLS INC   2024-09-26 2024-12-23
2. APPLOVIN CORPORATION COM CL A   2024-04-05 2024-05-01
5. APPLOVIN CORPORATION COM CL A   2024-04-05 2024-10-11
2. APPLOVIN CORPORATION COM CL A   2024-04-05 2024-11-08
5. APPLOVIN CORPORATION COM CL A   2024-04-05 2024-11-14
6. APPLOVIN CORPORATION COM CL A   2024-04-05 2024-11-15
2. ARISTA NETWORKS INC   2023-06-20 2024-02-12
3. ARISTA NETWORKS INC   2023-02-06 2024-02-12
5. ARISTA NETWORKS INC   2023-02-07 2024-02-12
6. ARISTA NETWORKS INC   2023-02-07 2024-05-09
1. ARISTA NETWORKS INC   2023-05-31 2024-06-27
1. ARISTA NETWORKS INC   2023-06-20 2024-07-26
1. ARISTA NETWORKS INC   2023-06-20 2024-11-13
3. ARISTA NETWORKS INC COM   2024-12-04 2024-12-06
167. ATLAS COPCO AB SPONS ADR A   2023-02-07 2024-04-16
12. ATLASSIAN CORPORATION CL A   2023-02-07 2024-05-31
1. AUTODESK INC (DEL)   2023-02-07 2024-01-04
1. AUTODESK INC (DEL)   2023-02-07 2024-04-11
1. AUTOMATIC DATA PROCESSING INC   2024-06-25 2024-06-27
1. AXON ENTERPRISE INC   2024-10-16 2024-11-14
15000. BK OF AMERICA CORP FR 3.95% 04/21/2025   2023-02-08 2024-05-02
2. BIO-TECHNE CORP   2023-02-07 2024-09-20
1. BLACKROCK INCORPORATED CLASS A   2023-02-06 2024-05-14
2. BLACKROCK FUNDING   2023-02-07 2024-11-14
5. BOOZ ALLEN HAMILTON HLDG CORP   2023-02-06 2024-10-16
3. BOOZ ALLEN HAMILTON HLDG CORP   2023-02-06 2024-11-08
3. BROADCOM INC   2023-06-15 2024-08-14
3. BROADCOM INC   2024-10-23 2024-10-28
2. BROADCOM INC   2023-06-15 2024-10-28
8. BROADCOM INC   2023-06-15 2024-11-15
1. CADENCE DESIGN SYS INC   2023-02-06 2024-06-27
3. CANADIAN PACIFIC KANSAS CITY LIM BDR EAC   2023-02-06 2024-04-04
3. CANADIAN PACIFIC KANSAS CITY LIM BDR EAC   2023-05-31 2024-06-27
7. CANADIAN PACIFIC KANSAS CITY LIM BDR EAC   2023-08-15 2024-10-08
3. CANADIAN PACIFIC KANSAS CITY LIM BDR EAC   2023-08-15 2024-11-08
1. CATERPILLAR INC   2023-02-06 2024-05-01
4. CATERPILLAR INC   2023-02-07 2024-05-29
2. CATERPILLAR INC   2023-02-07 2024-11-14
2. CHEVRONTEXACO CORP   2023-02-07 2024-05-01
2. CHEVRONTEXACO CORP   2023-05-30 2024-05-29
1. CHEVRONTEXACO CORP   2023-02-07 2024-05-29
3. CHEVRONTEXACO CORP   2023-02-07 2024-06-27
3. CHEVRONTEXACO CORP   2023-02-07 2024-08-14
6. CHEVRONTEXACO CORP   2023-02-07 2024-08-27
13. CHEVRONTEXACO CORP   2023-02-07 2024-09-25
12. CISCO SYS INC   2023-02-06 2024-08-29
8. COGNEX CORP   2023-02-06 2024-01-04
2. CONOCOPHILLIPS   2023-02-07 2024-06-27
3. COPART INC   2023-02-07 2024-06-27
8. COPART INC   2023-02-07 2024-11-22
4. CORTEVA INC   2023-02-07 2024-04-04
3. CORTEVA INC   2023-02-07 2024-06-27
4. CORTEVA INC   2023-02-07 2024-11-08
3. COSTCO WHOLESALE CORP   2023-02-07 2024-04-04
1. COSTCO WHOLESALE CORP   2023-02-07 2024-11-08
18. COSTAR GROUP INC   2023-02-07 2024-01-25
2. COSTAR GROUP INC   2024-11-06 2024-12-20
3. CROWDSTRIKE HOLDINGS INC -A   2023-07-21 2024-07-23
3. CROWN CASTLE INC.   2023-02-06 2024-11-08
2. DATADOG INC CLASS A   2023-02-06 2024-01-11
10. DATADOG INC CLASS A   2023-02-07 2024-02-12
1. DATADOG INC CLASS A   2024-05-29 2024-08-08
3. DATADOG INC CLASS A   2023-05-31 2024-08-08
3. DUKE ENERGY CORP   2024-10-02 2024-11-08
5. EDWARDS LIFESCIENCES CORP   2023-02-07 2024-06-27
8. EDWARDS LIFESCIENCES CORP   2023-02-07 2024-07-26
3. EDWARDS LIFESCIENCES CORP   2023-02-07 2024-09-27
4. EDWARDS LIFESCIENCES CORP   2023-02-07 2024-10-03
12. EMERSON ELEC CO   2023-02-07 2024-12-18
7. ENTEGRIS INC   2023-02-06 2024-02-12
2. ENTEGRIS INC   2024-01-25 2024-08-05
1. ENTEGRIS INC   2024-01-25 2024-08-06
1. EPAM SYS INC   2023-02-07 2024-05-10
22. EVERGY INC   2023-02-07 2024-03-22
13. EVOLUTION GAMING GROUP AB ADR   2023-02-07 2024-01-24
2. EXPONENT INC   2023-02-06 2024-04-26
2. EXPONENT INC   2023-02-06 2024-11-01
8. EXXON MOBIL CORP COMMON STOCK   2023-02-07 2024-05-14
1. META PLATFORMS INC CL A   2024-08-14 2024-12-23
23. FASTENAL CO   2023-02-07 2024-01-30
4. FASTENAL CO   2023-02-07 2024-10-11
2. FASTENAL CO   2023-02-07 2024-10-14
27. FASTENAL CO   2023-02-07 2024-12-20
11. FIVE9 INC   2023-02-07 2024-10-25
3. FLOOR & DECOR HOLDINGS INC   2023-02-06 2024-04-04
1. FLOOR & DECOR HOLDINGS INC   2023-02-06 2024-06-27
3. FLOOR & DECOR HOLDINGS INC   2023-02-06 2024-11-08
19. FLOOR & DECOR HOLDINGS INC   2023-02-07 2024-11-20
80. FORD MOTOR CO   2023-02-07 2024-04-29
4. FORTINET INC   2023-12-18 2024-01-09
4. FORTINET INC   2023-02-06 2024-01-23
1. FORTINET INC   2023-12-18 2024-01-23
7. FORTINET INC   2023-02-06 2024-02-07
7. FORTINET INC   2023-02-07 2024-02-08
15. FORTINET INC   2023-02-07 2024-05-09
1. GALLAGHER ARTHUR J & CO   2023-02-07 2024-05-01
1. GALLAGHER ARTHUR J & CO   2023-02-07 2024-05-14
2. GALLAGHER ARTHUR J & CO   2023-02-07 2024-06-27
1. GALLAGHER ARTHUR J & CO   2023-02-07 2024-09-24
1. GALLAGHER ARTHUR J & CO   2023-02-07 2024-11-08
3. GALLAGHER ARTHUR J & CO   2023-02-07 2024-11-14
.25 GE VERNOVA LLC COM   2024-02-28 2024-04-05
3. GE VERNOVA LLC COM   2024-08-09 2024-10-15
2. GE AEROSPACE   2024-02-28 2024-06-27
3. GE AEROSPACE   2024-02-28 2024-11-08
6. GENMAB A/S SPONSORED ADR   2023-12-04 2024-06-27
7. GILEAD SCIENCES INC   2023-02-07 2024-01-30
3. GILEAD SCIENCES INC   2023-02-07 2024-06-27
3. GODADDY INC CLASS A   2023-02-06 2024-09-09
.6667 GRAIL INC COM   2024-01-30 2024-06-26
2. GRAIL INC COM   2024-01-30 2024-06-28
3. GRAND CANYON ED INC   2023-02-06 2024-11-08
5. GUIDEWIRE SOFTWARE INC   2023-02-06 2024-11-14
5. HEICO CORP NEW   2023-02-06 2024-02-12
2. HEICO CORP NEW   2023-02-06 2024-05-30
2. HEICO CORP NEW   2023-02-07 2024-06-06
2. HEICO CORP NEW   2023-02-07 2024-08-26
2. HEICO CORP NEW   2023-02-07 2024-09-09
1. HEICO CORP NEW   2023-02-07 2024-11-06
3. HEICO CORP NEW   2023-02-07 2024-11-14
14. HEICO CORP CL A   2023-02-07 2024-01-16
1. HOME DEPOT INC   2023-02-06 2024-06-27
1. HOME DEPOT INC   2023-02-06 2024-11-08
2. HOME DEPOT INC   2023-02-06 2024-11-14
24. HONEYWELL INTERNATIONAL INC   2023-02-07 2024-01-24
10. ICICI BANK LTD SPON ADR   2023-02-06 2024-04-04
11. ICICI BANK LTD SPON ADR   2023-02-06 2024-06-27
10. ICICI BANK LTD SPON ADR   2023-02-07 2024-12-23
1. IDEXX LABORATORIES INC   2023-02-07 2024-06-27
1. IDEXX LABORATORIES INC   2023-02-06 2024-07-31
1. IDEXX LABORATORIES INC   2023-02-06 2024-11-21
1. ILLUMINA INC   2024-01-30 2024-06-27
2. ILLUMINA INC   2024-01-30 2024-06-28
3. INTUITIVE SURGICAL INC   2023-02-07 2024-02-12
2. INTUITIVE SURGICAL INC   2023-02-06 2024-06-26
1. INTUITIVE SURGICAL INC   2023-02-06 2024-06-27
1. INTUITIVE SURGICAL INC   2023-02-06 2024-07-25
1. INTUITIVE SURGICAL INC   2023-10-25 2024-07-26
1. INTUITIVE SURGICAL INC   2024-05-29 2024-07-26
1. INTUITIVE SURGICAL INC   2023-10-25 2024-11-08
6. J P MORGAN CHASE & CO   2023-02-07 2024-02-12
2. J P MORGAN CHASE & CO   2023-02-07 2024-04-04
10. J P MORGAN CHASE & CO   2023-02-07 2024-05-14
2. JACOBS ENGINEERING GROUP INC.   2023-10-26 2024-05-01
8. JACOBS ENGINEERING GROUP INC.   2023-10-27 2024-06-25
2. JOHNSON & JOHNSON   2023-02-06 2024-05-01
1. KADANT INC   2024-09-20 2024-11-08
18. KENVUE INC COM   2024-10-02 2024-11-08
1. KINSALE CAP GROUP INC   2023-02-07 2024-11-08
2. LVMH MOET HENNESSY LOUIS VUITTON ADR   2023-02-06 2024-04-04
1. LVMH MOET HENNESSY LOUIS VUITTON ADR   2023-02-06 2024-06-27
14. LVMH MOET HENNESSY LOUIS VUITTON ADR   2023-02-07 2024-07-31
1. LAM RESH CORP   2023-02-06 2024-01-11
2. LAM RESH CORP   2023-02-07 2024-05-31
3. LOCKHEED MARTIN CORP   2023-02-07 2024-08-14
3. LOCKHEED MARTIN CORP   2023-02-07 2024-12-02
1. MSCI INC CL A   2023-02-07 2024-04-25
2. MCKESSON CORP   2023-02-06 2024-05-14
1. MEDPACE HLDGS INC   2023-02-06 2024-11-08
8. MEITUAN DIANPING ADR   2024-10-21 2024-11-08
7. MERCK & CO INC   2023-02-07 2024-05-14
4. MERCK & CO INC   2023-02-07 2024-05-21
7. MERCK & CO INC   2023-02-07 2024-08-14
14. MERCK & CO INC   2023-02-07 2024-10-02
4. MERCK & CO INC   2023-02-07 2024-11-08
3. METLIFE INC   2023-02-07 2024-11-08
1. METTLER-TOLEDO INTL INC   2024-08-14 2024-11-14
4. MICROSOFT CORP   2023-02-07 2024-02-12
2. MICROSOFT CORP   2023-02-07 2024-05-23
1. MICROSOFT CORP   2023-02-07 2024-07-26
2. MICROSOFT CORP   2023-02-07 2024-08-22
3. MICROSOFT CORP   2023-02-07 2024-11-08
1. MICROSOFT CORP   2023-11-15 2024-12-05
16. MONDELEZ INTL INC   2023-02-07 2024-02-27
14. MONSTER BEVERAGE CORP NEW   2023-12-21 2024-06-27
6. MONSTER BEVERAGE CORP NEW   2023-02-07 2024-10-31
4. MONSTER BEVERAGE CORP NEW   2023-02-07 2024-11-08
1. MOTOROLA SOLUTIONS INC.   2023-02-07 2024-06-27
1. MOTOROLA SOLUTIONS INC.   2023-08-24 2024-10-09
5. NEXTERA ENERGY INC   2023-02-07 2024-06-27
6. NIKE INC CL B   2024-03-22 2024-05-23
3. NIKE INC CL B   2024-03-22 2024-08-30
2. NIKE INC CL B   2024-03-22 2024-09-26
1. NIKE INC CL B   2024-03-22 2024-11-15
9. NIKE INC CL B   2023-03-22 2024-11-15
1. NOVO NORDISK A S ADR   2023-02-07 2024-06-27
3. NOVO NORDISK A S ADR   2023-02-07 2024-11-08
3. NOVO NORDISK A S ADR   2023-02-07 2024-12-23
5. NUCOR CORP   2024-01-30 2024-07-24
2. NVIDIA CORP   2023-02-07 2024-02-12
12. NVIDIA CORP   2023-02-07 2024-06-25
7. NVIDIA CORP   2024-08-14 2024-09-11
1. NVIDIA CORP   2023-06-29 2024-09-12
11. NVIDIA CORP   2023-06-29 2024-11-08
6. NVIDIA CORP   2023-06-29 2024-11-14
2. NVIDIA CORP   2023-06-29 2024-12-23
1. OLD DOMINION FGHT LINES INC   2024-05-29 2024-08-12
8. OLD DOMINION FGHT LINES INC   2023-02-07 2024-08-12
3. OTIS WORLDWIDE CORP COM   2024-03-11 2024-06-27
1. OTIS WORLDWIDE CORP COM   2023-06-02 2024-11-22
1. PARKER HANNIFIN CORP   2024-05-29 2024-06-27
2. PAYCOM SOFTWARE INC   2023-09-29 2024-02-12
2. PAYCOM SOFTWARE INC   2023-09-29 2024-02-23
27. PEPSICO INC   2023-02-07 2024-10-02
2. PEPSICO INC   2023-02-07 2024-11-08
2. PHILIP MORRIS INTL INC   2023-02-06 2024-06-27
14. PHILIP MORRIS INTL INC   2023-02-06 2024-08-14
2. PHILIP MORRIS INTL INC   2023-02-06 2024-08-29
10. PHILLIPS 66   2023-02-07 2024-04-04
2. PHILLIPS 66   2023-02-07 2024-06-27
6. PHILLIPS 66   2023-02-07 2024-08-14
43. POWERSCHOOL HOLDINGS INC COM CL A   2024-02-05 2024-08-30
2. PROCTER & GAMBLE CO   2023-02-06 2024-05-01
5. PROCTER & GAMBLE CO   2023-02-06 2024-05-14
2. PROCTER & GAMBLE CO   2023-05-31 2024-06-27
38. PROGYNY INC   2023-02-07 2024-11-01
2. PRUDENTIAL FINL INC   2023-02-06 2024-06-27
3. PUBLIC SERVICE ENTERPRISE GROUP INC   2023-02-06 2024-11-08
1. QUALCOMM INC   2023-02-07 2024-06-27
2. QUALCOMM INC   2023-02-07 2024-10-09
2. QUALCOMM INC   2023-02-07 2024-12-05
2. QUALCOMM INC   2023-02-07 2024-12-09
3. RB GLOBAL INC COM   2023-02-06 2024-11-08
1. REDDIT INC   2024-12-11 2024-12-23
2. ROPER INDS INC NEW   2023-02-07 2024-02-23
1. ROPER INDS INC NEW   2023-02-06 2024-05-09
20. SAAB AB UNSPONSRED ADR   2024-06-07 2024-12-23
3. SEA LTD ADR   2024-10-23 2024-12-23
1. SHERWIN WILLIAMS CO   2023-02-06 2024-11-08
1. SNAP ON INC   2023-02-06 2024-06-27
2. SNAP ON INC   2023-02-06 2024-11-08
2. SNOWFLAKE INC CL A   2023-05-31 2024-04-05
8. SNOWFLAKE INC CL A   2023-02-07 2024-04-05
.75 SOLVENTUM CORP COM   2023-12-28 2024-04-03
3. SOLVENTUM CORP COM   2023-12-28 2024-04-29
4. SOUTHERN CO   2023-02-06 2024-11-08
38. SQUARESPACE INC CLASS A   2023-02-07 2024-07-03
3. STARBUCKS CORP   2024-04-04 2024-06-27
1. TAIWAN SEMICONDUCTOR SPON ADR   2024-06-25 2024-06-27
2. TAIWAN SEMICONDUCTOR SPON ADR   2024-08-16 2024-08-29
4. TAIWAN SEMICONDUCTOR SPON ADR   2024-10-09 2024-11-08
1. TAIWAN SEMICONDUCTOR SPON ADR   2024-06-25 2024-12-23
2. TEXAS INSTRS INC   2024-05-10 2024-06-27
1. THERMO ELECTRON CORP   2023-02-06 2024-09-23
4. THERMO ELECTRON CORP   2023-02-07 2024-10-15
69. 3I GROUP PLC ADR   2024-01-17 2024-02-12
10. 3I GROUP PLC ADR   2024-04-17 2024-11-08
47. 3I GROUP PLC ADR   2024-04-17 2024-11-14
3. 3M CO   2023-12-28 2024-05-01
8. TOAST INC CL A   2023-09-05 2024-02-05
9. TOAST INC CL A   2023-09-05 2024-11-08
2. TYLER TECHNOLOGIES INC   2023-02-07 2024-02-12
1. TYLER TECHNOLOGIES INC   2023-02-07 2024-03-05
1. TYLER TECHNOLOGIES INC   2023-02-07 2024-07-26
1. TYLER TECHNOLOGIES INC   2023-08-10 2024-09-20
1. TYLER TECHNOLOGIES INC   2023-05-02 2024-11-06
1. TYLER TECHNOLOGIES INC   2023-02-06 2024-11-08
6. US BANCORP   2023-02-07 2024-08-29
1. UNION PACIFIC CORP   2023-02-07 2024-06-27
9000. UNITED STATES TREAS BDS 2.75% DTD 11/15/2012 2.75% 11/15/2042   2023-02-08 2024-09-25
16000. UNITED STATES TREAS BDS 2.75% DTD 11/15/2012 2.75% 11/15/2042   2023-02-08 2024-11-14
3000. UNITED STATES TREAS BDS 2.75% DTD 11/15/2012 2.75% 11/15/2042   2023-02-08 2024-11-22
28000. UNITED STATES TREAS BDS 2.75% 02/15/2024   2023-05-30 2024-02-15
41000. UNITED STATES TREAS 2.5% 05/15/2024 DTD 5/15/2014 2.50% 5/15/20   2024-02-15 2024-05-02
16000. UNITED STATES TREAS 0% NTS DTD 8/31/2022 3.25% 8/31/2024   2024-05-23 2024-08-15
7000. UNITED STATES TREAS 0% NTS DTD 9/30/2022 4.25% 9/30/2024   2023-09-22 2024-09-19
1000. UNITED STATES TREAS 0% NTS DTD 9/30/2022 4.25% 9/30/2024   2024-05-23 2024-09-19
36000. UNITED STATES TREAS 0% NTS DTD 9/30/2022 4.25% 9/30/2024   2023-03-14 2024-09-19
20000. UNITED STATES TREAS 0% NTS DTD 11/17/2022 4.50% 11/30/2024   2024-05-02 2024-11-14
1000. UNITED STATES TREAS 0% NTS DTD 11/17/2022 4.50% 11/30/2024   2024-05-23 2024-11-14
2. UNITEDHEALTH GROUP INC   2023-11-15 2024-04-09
1. UNITEDHEALTH GROUP INC   2023-02-06 2024-05-02
1. UNITEDHEALTH GROUP INC   2023-02-07 2024-06-20
1. UNITEDHEALTH GROUP INC   2023-02-07 2024-07-25
1. UNITEDHEALTH GROUP INC   2023-02-07 2024-07-26
1. UNITEDHEALTH GROUP INC   2023-02-07 2024-10-18
1. UNITEDHEALTH GROUP INC   2023-02-07 2024-11-08
1. VEEVA SYS INC CLASS A   2023-02-07 2024-06-27
2. VEEVA SYS INC CLASS A   2023-02-07 2024-07-31
1. VEEVA SYS INC CLASS A   2023-02-07 2024-11-21
5. VERIZON COMMUNICATIONS   2023-02-06 2024-08-29
1. VERISK ANALYTICS INC CL A   2023-08-24 2024-11-08
1. VERTEX PHARMACEUTICALS INC   2023-06-16 2024-06-27
1. VERTEX PHARMACEUTICALS INC   2023-07-28 2024-10-16
1. VERTEX PHARMACEUTICALS INC   2023-02-07 2024-11-05
1. VERTEX PHARMACEUTICALS INC   2023-02-07 2024-12-05
3. VISA INC CL A   2023-02-06 2024-01-11
2. VISA INC CL A   2023-02-07 2024-06-27
1. VISA INC CL A   2023-07-24 2024-11-08
1. VISA INC CL A   2023-02-07 2024-12-23
3. WEC ENERGY GROUP INC   2023-10-10 2024-08-29
4. WAL-MART STORES INC   2023-02-07 2024-03-22
5. WAL-MART STORES INC   2023-02-07 2024-05-01
3. WASTE CONNECTIONS INC   2023-02-06 2024-06-27
4. WASTE CONNECTIONS INC   2023-02-07 2024-09-30
1. WASTE CONNECTIONS INC   2023-02-07 2024-12-23
1. WEST PHARMACEUTICAL SERVICES   2023-02-06 2024-02-12
2. ZOETIS INC   2023-02-07 2024-02-27
4. ZOETIS INC   2023-08-01 2024-12-09
31. ZOOMINFO TECHNOLOGIES INC COMMON STOCK   2023-02-07 2024-08-08
2. LINDE PLC SHS   2023-02-07 2024-11-14
4. GLOBANT SA   2023-02-07 2024-02-12
3. GLOBANT SA   2023-02-07 2024-11-08
3. GLOBANT SA   2023-11-10 2024-11-14
1. FERRARI N V COM   2023-02-07 2024-02-12
1. FERRARI N V COM   2023-02-07 2024-11-08
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    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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    
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CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 452   917 -465
b 770   607 163
c 1,138   756 382
d 538   377 161
e 515   321 194
995   1,030 -35
302   370 -68
252   252  
243   335 -92
167   156 11
227   188 39
293   207 86
1,199   843 356
1,115   616 499
792   401 391
177   184 -7
346   367 -21
173   182 -9
836   430 406
691   299 392
226   100 126
264   252 12
1,300   1,053 247
1,670   1,402 268
167   145 22
506   436 70
327   245 82
134   81 53
404   250 154
682   548 134
341   289 52
685   548 137
232   154 78
1,247   829 418
167   208 -41
139   151 -12
733   377 356
541   151 390
1,440   377 1,063
1,707   452 1,255
566   323 243
849   396 453
1,416   659 757
1,761   789 972
349   156 193
322   155 167
400   155 245
327     327
2,802   2,003 799
1,854   2,118 -264
228   220 8
241   220 21
236   249 -13
598   431 167
14,756   14,746 10
156   154 2
799   746 53
2,105   1,481 624
817   485 332
549   291 258
478   265 213
516   520 -4
344   176 168
1,316   622 694
310   186 124
264   236 28
239   247 -8
563   563  
234   237 -3
332   251 81
1,356   999 357
777   497 280
319   345 -26
313   314 -1
157   172 -15
468   517 -49
433   517 -84
882   1,034 -152
1,870   2,239 -369
607   575 32
304   441 -137
227   219 8
164   202 -38
497   540 -43
230   243 -13
161   182 -21
234   243 -9
2,122   1,537 585
945   511 434
1,519   1,363 156
143   150 -7
819   436 383
317   429 -112
241   157 84
1,361   784 577
113   122 -9
340   274 66
341   349 -8
465   397 68
493   635 -142
200   238 -38
262   317 -55
1,483   1,081 402
892   582 310
202   247 -45
105   124 -19
185   343 -158
1,132   1,343 -211
1,527   1,626 -99
194   217 -23
189   217 -28
936   929 7
599   527 72
1,586   1,220 366
307   210 97
154   105 49
2,023   1,417 606
328   902 -574
362   301 61
101   100 1
300   301 -1
1,956   1,874 82
1,014   1,054 -40
242   226 16
257   210 47
64   56 8
483   368 115
476   367 109
873   785 88
239   194 45
251   194 57
517   389 128
279   194 85
296   194 102
887   583 304
30   32 -2
795   535 260
321   246 75
553   370 183
154   209 -55
550   605 -55
206   258 -52
457   246 211
11   15 -4
31   45 -14
511   350 161
976   371 605
941   860 81
430   344 86
450   344 106
492   344 148
511   344 167
259   172 87
828   515 313
1,872   1,881 -9
341   330 11
404   330 74
820   659 161
4,805   4,885 -80
258   206 52
319   227 92
302   205 97
491   496 -5
481   491 -10
416   491 -75
107   144 -37
208   287 -79
1,149   752 397
884   501 383
443   250 193
441   250 191
442   267 175
442   400 42
536   267 269
1,057   858 199
396   286 110
1,999   1,431 568
287   268 19
1,118   1,057 61
302   327 -25
397   339 58
423   407 16
455   297 158
356   350 6
154   175 -21
1,983   2,431 -448
757   526 231
1,828   1,047 781
1,687   1,399 288
1,562   1,399 163
467   537 -70
1,104   721 383
368   237 131
383   372 11
898   733 165
523   419 104
791   733 58
1,573   1,467 106
410   419 -9
243   212 31
1,245   1,407 -162
1,672   1,058 614
853   529 324
426   265 161
836   529 307
1,269   794 475
442   369 73
1,170   1,038 132
708   760 -52
318   614 -296
217   409 -192
385   254 131
464   276 188
370   377 -7
548   596 -48
248   284 -36
179   189 -10
77   95 -18
692   1,096 -404
144   139 5
322   416 -94
263   416 -153
779   941 -162
1,470   435 1,035
1,503   261 1,242
807   818 -11
120   41 79
1,621   448 1,173
884   244 640
277   81 196
190   172 18
1,517   1,460 57
288   288  
101   85 16
502   523 -21
386   562 -176
369   546 -177
4,572   4,602 -30
331   341 -10
203   204 -1
1,645   1,430 215
245   204 41
1,709   1,004 705
278   201 77
821   603 218
975   1,055 -80
326   283 43
823   708 115
333   295 38
570   1,226 -656
236   204 32
258   182 76
195   134 61
338   276 62
321   268 53
322   268 54
276   186 90
170   167 3
1,116   859 257
522   428 94
212   253 -41
329   298 31
388   242 146
260   257 3
717   514 203
307   348 -41
1,228   1,263 -35
49   52 -3
194   209 -15
353   269 84
1,655   877 778
238   265 -27
172   172  
343   346 -3
806   715 91
207   172 35
386   372 14
609   579 30
2,406   2,302 104
1,058   1,027 31
222   180 42
1,034   845 189
298   277 21
146   174 -28
331   195 136
879   662 217
417   331 86
588   331 257
573   385 188
602   377 225
625   329 296
279   295 -16
225   208 17
7,371   7,600 -229
12,248   13,511 -1,263
2,290   2,533 -243
28,000   27,600 400
40,957   40,567 390
16,224   15,842 382
7,139   6,923 216
1,020   997 23
36,713   35,835 878
20,409   19,909 500
1,020   996 24
913   1,076 -163
491   474 17
485   472 13
560   472 88
573   472 101
570   472 98
617   472 145
185   177 8
387   354 33
214   177 37
206   206  
286   235 51
475   348 127
487   353 134
500   306 194
459   306 153
793   688 105
539   459 80
309   240 69
316   229 87
278   246 32
245   186 59
295   232 63
525   397 128
711   528 183
170   132 38
407   269 138
396   329 67
715   685 30
282   908 -626
912   656 256
969   677 292
699   507 192
698   512 186
387   264 123
452   264 188
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
      16
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       -465
b       163
c       382
d       161
e       194
      -35
      -68
       
      -92
      11
      39
      86
      356
      499
      391
      -7
      -21
      -9
      406
      392
      126
      12
      247
      268
      22
      70
      82
      53
      154
      134
      52
      137
      78
      418
      -41
      -12
      356
      390
      1,063
      1,255
      243
      453
      757
      972
      193
      167
      245
      327
      799
      -264
      8
      21
      -13
      167
      10
      2
      53
      624
      332
      258
      213
      -4
      168
      694
      124
      28
      -8
       
      -3
      81
      357
      280
      -26
      -1
      -15
      -49
      -84
      -152
      -369
      32
      -137
      8
      -38
      -43
      -13
      -21
      -9
      585
      434
      156
      -7
      383
      -112
      84
      577
      -9
      66
      -8
      68
      -142
      -38
      -55
      402
      310
      -45
      -19
      -158
      -211
      -99
      -23
      -28
      7
      72
      366
      97
      49
      606
      -574
      61
      1
      -1
      82
      -40
      16
      47
      8
      115
      109
      88
      45
      57
      128
      85
      102
      304
      -2
      260
      75
      183
      -55
      -55
      -52
      211
      -4
      -14
      161
      605
      81
      86
      106
      148
      167
      87
      313
      -9
      11
      74
      161
      -80
      52
      92
      97
      -5
      -10
      -75
      -37
      -79
      397
      383
      193
      191
      175
      42
      269
      199
      110
      568
      19
      61
      -25
      58
      16
      158
      6
      -21
      -448
      231
      781
      288
      163
      -70
      383
      131
      11
      165
      104
      58
      106
      -9
      31
      -162
      614
      324
      161
      307
      475
      73
      132
      -52
      -296
      -192
      131
      188
      -7
      -48
      -36
      -10
      -18
      -404
      5
      -94
      -153
      -162
      1,035
      1,242
      -11
      79
      1,173
      640
      196
      18
      57
       
      16
      -21
      -176
      -177
      -30
      -10
      -1
      215
      41
      705
      77
      218
      -80
      43
      115
      38
      -656
      32
      76
      61
      62
      53
      54
      90
      3
      257
      94
      -41
      31
      146
      3
      203
      -41
      -35
      -3
      -15
      84
      778
      -27
       
      -3
      91
      35
      14
      30
      104
      31
      42
      189
      21
      -28
      136
      217
      86
      257
      188
      225
      296
      -16
      17
      -229
      -1,263
      -243
      400
      390
      382
      216
      23
      878
      500
      24
      -163
      17
      13
      88
      101
      98
      145
      8
      33
      37
       
      51
      127
      134
      194
      153
      105
      80
      69
      87
      32
      59
      63
      128
      183
      38
      138
      67
      30
      -626
      256
      292
      192
      186
      123
      188
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 38,283
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 579
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........................... 3 579
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- ..... 5 579
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 300
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 300
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 5
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 284
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowCOMERICA BANK Telephone no.right arrow (877) 405-1091

Located atright arrow36455 CORPORATE DRIVE M/C 3420FARMINGTON HILLSMI ZIP+4right arrow48331
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
COMERICA BANK TRUSTEE
2
2,966    
PO BOX 75000
DETROIT,MI482757874
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
934,217
b
Average of monthly cash balances.......................
1b
131,300
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,065,517
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,065,517
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
15,983
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,049,534
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
52,477
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
52,477
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
579
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
579
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
51,898
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
51,898
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
51,898
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
52,297
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
52,297
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 51,898
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,498
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: right arrow$ 52,297
a Applied to 2023, but not more than line 2a 1,498
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..... 50,799
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
1,099
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

SETON HILL UNIVERSITY

ONE SETON HILL DRIVE
GREENSBURG,PA15601
NONE PC SCHOLARSHIP 30,000

UNIVERSITY OF PITTSBURGH

116 ATWOOD STREET SUITE 201
PITTSBURGH,PA15260
NONE PC SCHOLARSHIP 10,000

DUQUESNE UNIVERSITY

600 FORBES AVENUE
PITTSBURGH,PA15282
NONE PC SCHOLARSHIP 10,000
Total .................................right arrow 3a 50,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 22,948  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 14  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 38,283  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND
    14 411  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   61,656  
13Total. Add line 12, columns (b), (d), and (e)..................
13
61,656
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE BLANCHE AND DEWAYNE WIVAGG CHARITABLE
EIN:
23-7933106
Name of Bond End of Year Book Value End of Year Fair Market Value
FIXED INCOME - OTHER    
FIXED INCOME 342,458 339,553

TY 2024 InvestmentsCorpStockSchedule
Name:
THE BLANCHE AND DEWAYNE WIVAGG CHARITABLE
EIN:
23-7933106
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITIES - OTHER 23,247 30,188
EQUITIES 483,639 586,569

TY 2024 OtherExpensesSchedule
Name:
THE BLANCHE AND DEWAYNE WIVAGG CHARITABLE
EIN:
23-7933106
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LOGO DESIGN FOR FOUNDATION 2,000 0   2,000
ADR FEES 119 119   0


TY 2024 OtherIncomeSchedule2
Name:
THE BLANCHE AND DEWAYNE WIVAGG CHARITABLE
EIN:
23-7933106
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 411 0  
SECTION 897 CAPITAL GAIN 14 14  


TY 2024 OtherIncreasesSchedule
Name:
THE BLANCHE AND DEWAYNE WIVAGG CHARITABLE
EIN:
23-7933106
Description Amount
DIFF BETWEEN CASH AND REPORTABLE INCOME 3,415


TY 2024 OtherProfessionalFeesSchedule
Name:
THE BLANCHE AND DEWAYNE WIVAGG CHARITABLE
EIN:
23-7933106
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 16,671 16,671    


TY 2024 TaxesSchedule
Name:
THE BLANCHE AND DEWAYNE WIVAGG CHARITABLE
EIN:
23-7933106
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 37 37   0
FEDERAL TAX PAYMENT - PRIOR YE 24 0   0
FEDERAL ESTIMATES - PRINCIPAL 244 0   0