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
LUTZ PARKE H B TR U W
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 505 MAC H0006-092
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAINT LOUIS, MO63166
A Employer identification number

23-6636983
B Telephone number (see instructions)

(888) 730-4933
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$1,342,006J 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... 21,676 21,676  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 105,019
b Gross sales price for all assets on line 6a 438,423
7 Capital gain net income (from Part IV, line 2)... 105,019
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).......      
12 Total. Add lines 1 through 11........ 126,695 126,695  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 18,538 16,684   1,854
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)....... Click to see attachment
List of Attached Documents:
// Content
1,102 0 0 1,102
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
3,370 3,370   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,547     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.......... 24,557 20,054 0 2,956
25 Contributions, gifts, grants paid....... 52,000 52,000
26 Total expenses and disbursements. Add lines 24 and 25 76,557 20,054 0 54,956
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 50,138
b Net investment income (if negative, enter -0-) 106,641
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......... 46,174 81,669 81,669
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)....... 558,454 Click to see attachment
List of Attached Documents:
// Content
605,541 		979,306
c Investments—corporate bonds (attach schedule)....... 296,912 Click to see attachment
List of Attached Documents:
// Content
266,399 		249,265
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).......... 26,509 Click to see attachment
List of Attached Documents:
// Content
24,655 		31,766
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) 928,049 978,264 1,342,006
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........ 928,049 978,264
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)..... 928,049 978,264
30 Total liabilities and net assets/fund balances (see instructions). 928,049 978,264
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
928,049
2
Enter amount from Part I, line 27a .....................
2
50,138
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
77
4
Add lines 1, 2, and 3 ..........................
4
978,264
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
978,264
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 2. AGCO CORP COM   2022-03-25 2024-02-06
b 3. ALPHABET INC CL C   2023-08-10 2024-02-06
c 1. AMAZON COM INC COM   2020-08-21 2024-02-06
d 1. AMERISOURCEBERGEN CORP   2023-02-16 2024-02-06
e 2. APPLE INC   2010-07-12 2024-02-06
2. APPLIED MATERIALS INC   2021-02-12 2024-02-06
1. ARCHER DANIELS MIDLAND CO   2022-09-07 2024-02-06
1. ARISTA NETWORKS INC   2022-12-21 2024-02-06
1. BROADCOM INC   2022-03-24 2024-02-06
2. CF INDS HLDGS INC   2022-06-13 2024-02-06
1. CADENCE DESIGN SYSTEMS INC   2023-05-30 2024-02-06
1. CHEVRON CORP   2016-06-14 2024-02-06
4. CITIZENS FINANCIAL GROUP INC   2017-01-11 2024-02-06
1. CONOCOPHILLIPS   2021-08-20 2024-02-06
3. COPART INC COM   2022-03-24 2024-02-06
1. EOG RESOURCES, INC   2023-11-15 2024-02-06
3. EDWARDS LIFESCIENCES CORP   2023-05-30 2024-02-06
11. FOX CORP   2023-08-10 2024-02-06
1. INTUITIVE SURGICAL INC   2023-08-10 2024-02-06
1. LENNAR CORPORATION CLASS A COMMON   2021-12-30 2024-02-06
2. MICROSOFT CORP   2009-12-31 2024-02-06
2. NUCOR CORP   2021-10-04 2024-02-06
2. ON SEMICONDUCTOR CORP   2023-05-30 2024-02-06
1. ORACLE CORPORATION   2021-03-19 2024-02-06
5. PFIZER INC   2021-06-24 2024-02-06
5. PULTE GRP INC   2020-03-09 2024-02-06
1. RELIANCE STL & ALUM CO COM   2019-05-20 2024-02-06
1. ROSS STORES INC   2023-11-15 2024-02-06
2. SIMON PROPERTY GROUP INC   2022-06-13 2024-02-06
1. UNITED THERAPEUTICS CORP DEL   2020-04-21 2024-02-06
4. VIRTU FINANCIAL INC   2022-03-28 2024-02-06
3. WEYERHAEUSER CO   2021-06-24 2024-02-06
6. NVENT ELECTRIC PLC-W/I   2022-12-21 2024-02-06
1. ROYAL CARRIBEAN CRUISE   2023-11-15 2024-02-06
6. AGCO CORP COM   2022-03-25 2024-02-23
5. ABBVIE INC   2018-03-20 2024-02-23
1. ADOBE SYS INC   2020-11-16 2024-02-23
13. ALPHABET INC CL C   2023-08-10 2024-02-23
8. AMAZON COM INC COM   2020-08-21 2024-02-23
4. AMERISOURCEBERGEN CORP   2023-02-16 2024-02-23
3. AMGEN INC   2023-08-10 2024-02-23
12. APPLE INC   2010-07-12 2024-02-23
6. APPLIED MATERIALS INC   2021-02-12 2024-02-23
9. ARCHER DANIELS MIDLAND CO   2022-09-07 2024-02-23
4. ARISTA NETWORKS INC   2022-12-21 2024-02-23
1. BROADCOM INC   2022-03-24 2024-02-23
7. CF INDS HLDGS INC   2022-06-13 2024-02-23
4. CADENCE DESIGN SYSTEMS INC   2023-05-30 2024-02-23
5. CHEVRON CORP   2016-06-14 2024-02-23
13. CITIGROUP INC.   2021-10-04 2024-02-23
15. CITIZENS FINANCIAL GROUP INC   2017-01-11 2024-02-23
7. CONOCOPHILLIPS   2021-08-20 2024-02-23
19. COPART INC COM   2022-03-24 2024-02-23
2. COSTCO WHOLESALE CORP   2018-03-20 2024-02-23
7. EOG RESOURCES, INC   2023-11-15 2024-02-23
10. EDWARDS LIFESCIENCES CORP   2023-05-30 2024-02-23
4. EMCOR GROUP INC COM   2016-12-13 2024-02-23
25. FOX CORP   2023-08-10 2024-02-23
2. GOLDMAN SACHS GROUP INC   2020-08-21 2024-02-23
19.99931 HALLIBURTON CO   2022-12-21 2024-02-23
1.00069 HALLIBURTON CO   2022-12-21 2024-02-23
3. INTUITIVE SURGICAL INC   2023-08-10 2024-02-23
5. JPMORGAN CHASE & CO   2015-05-18 2024-02-23
2. KLA-TENCOR CORP COM   2023-11-15 2024-02-23
7. LENNAR CORPORATION CLASS A COMMON   2021-12-30 2024-02-23
2. MASTERCARD INC   2022-09-07 2024-02-23
7. MICROSOFT CORP   2009-12-31 2024-02-23
5. NUCOR CORP   2021-10-04 2024-02-23
1. O'REILLY AUTOMOTIVE INC   2020-12-23 2024-02-23
10. ON SEMICONDUCTOR CORP   2023-05-30 2024-02-23
9. ORACLE CORPORATION   2021-03-19 2024-02-23
17. PFIZER INC   2021-06-24 2024-02-23
10. PULTE GRP INC   2020-03-09 2024-02-23
1. REGENERON PHARMACEUTICALS INC   2020-09-18 2024-02-23
3. RELIANCE STL & ALUM CO COM   2019-05-20 2024-02-23
8. ROSS STORES INC   2023-11-15 2024-02-23
7. SIMON PROPERTY GROUP INC   2022-06-13 2024-02-23
1. ULTA BEAUTY INC   2023-02-16 2024-02-23
3. UNITED THERAPEUTICS CORP DEL   2020-04-21 2024-02-23
2. UNITEDHEALTH GROUP INC   2022-09-07 2024-02-23
23. VIRTU FINANCIAL INC   2022-03-28 2024-02-23
22. WEYERHAEUSER CO   2021-06-24 2024-02-23
16. NVENT ELECTRIC PLC-W/I   2022-12-21 2024-02-23
10. ROYAL CARRIBEAN CRUISE   2023-11-15 2024-02-23
147. ARCHER DANIELS MIDLAND CO   2022-09-07 2024-03-14
6. ARISTA NETWORKS INC   2022-12-21 2024-03-14
4. BROADCOM INC   2022-03-24 2024-03-14
9. CADENCE DESIGN SYSTEMS INC   2023-05-30 2024-03-14
6. COSTCO WHOLESALE CORP   2018-03-20 2024-03-14
12. EMCOR GROUP INC COM   2016-12-13 2024-03-14
15. O'REILLY AUTOMOTIVE INC   2020-12-23 2024-03-14
161. ON SEMICONDUCTOR CORP   2023-05-30 2024-03-14
283. PFIZER INC   2021-06-24 2024-03-14
27. ULTA BEAUTY INC   2023-02-16 2024-03-14
50. NVENT ELECTRIC PLC-W/I   2022-12-21 2024-03-14
1. ALPHABET INC CL C   2023-08-10 2024-04-23
2. APPLIED MATERIALS INC   2021-02-12 2024-04-23
1. ARISTA NETWORKS INC   2022-12-21 2024-04-23
3. CITIGROUP INC.   2021-10-04 2024-04-23
1. CITIZENS FINANCIAL GROUP INC   2017-01-11 2024-04-23
1. COPART INC COM   2022-03-24 2024-04-23
5. DATADOG INC   2024-03-14 2024-04-23
3. FOX CORP   2023-08-10 2024-04-23
1. JPMORGAN CHASE & CO   2015-05-18 2024-04-23
1. KLA-TENCOR CORP COM   2023-11-15 2024-04-23
3. LENNAR CORPORATION CLASS A COMMON   2021-12-30 2024-04-23
2. MICROSOFT CORP   2009-12-31 2024-04-23
1. NETFLIX.COM INC   2024-03-14 2024-04-23
4. PULTE GRP INC   2020-03-09 2024-04-23
1. SIMON PROPERTY GROUP INC   2022-06-13 2024-04-23
5. WEYERHAEUSER CO   2021-06-24 2024-04-23
3. NVENT ELECTRIC PLC-W/I   2022-12-21 2024-04-23
3. ROYAL CARRIBEAN CRUISE   2023-11-15 2024-04-23
30000. US TREASURY NOTE 2.500% 5/15/24   2017-02-06 2024-05-15
3. APPLE INC   2010-07-12 2024-05-21
1. CADENCE DESIGN SYSTEMS INC   2024-04-23 2024-05-21
1. CHEVRON CORP   2024-04-23 2024-05-21
4. COLGATE PALMOLIVE CO   2024-03-14 2024-05-21
1. CONOCOPHILLIPS   2021-08-20 2024-05-21
1. COSTCO WHOLESALE CORP   2018-03-20 2024-05-21
2. EDWARDS LIFESCIENCES CORP   2023-05-30 2024-05-21
1. FIRST CTZNS BANCSHARES INC CL A   2023-11-15 2024-05-21
5. FOX CORP   2023-08-10 2024-05-21
1. GOLDMAN SACHS GROUP INC   2020-08-21 2024-05-21
1. HALLIBURTON CO   2024-04-23 2024-05-21
4. HALLIBURTON CO   2022-12-21 2024-05-21
1. JPMORGAN CHASE & CO   2015-05-18 2024-05-21
8. NUCOR CORP   2024-04-23 2024-05-21
1. ORACLE CORPORATION   2021-03-19 2024-05-21
1. PACCAR INC   2024-03-14 2024-05-21
1. PACCAR INC   2024-03-14 2024-05-21
2. QUALCOMM INC   2024-03-14 2024-05-21
2. RELIANCE STL & ALUM CO COM   2024-04-23 2024-05-21
1. ROSS STORES INC   2023-11-15 2024-05-21
2. ROSS STORES INC   2024-04-23 2024-05-21
1. SIMON PROPERTY GROUP INC   2022-06-13 2024-05-21
1. UNITEDHEALTH GROUP INC   2022-09-07 2024-05-21
1. NVENT ELECTRIC PLC-W/I   2022-12-21 2024-05-21
2. AGCO CORP COM   2022-03-25 2024-06-21
1. ADOBE SYS INC   2020-11-16 2024-06-21
5. ALPHABET INC CL C   2023-08-10 2024-06-21
2. AMAZON COM INC COM   2020-08-21 2024-06-21
1. AMERISOURCEBERGEN CORP   2024-05-21 2024-06-21
1. AMERISOURCEBERGEN CORP   2023-02-16 2024-06-21
1. AMGEN INC   2023-08-10 2024-06-21
1. APPLE INC   2010-07-12 2024-06-21
1. CADENCE DESIGN SYSTEMS INC   2024-04-23 2024-06-21
1. CHEVRON CORP   2016-06-14 2024-06-21
1. CONOCOPHILLIPS   2021-08-20 2024-06-21
1. COPART INC COM   2024-05-21 2024-06-21
2. COPART INC COM   2022-03-24 2024-06-21
1. EOG RESOURCES, INC   2023-11-15 2024-06-21
2. EDWARDS LIFESCIENCES CORP   2023-05-30 2024-06-21
1. HALLIBURTON CO   2022-12-21 2024-06-21
2. LENNAR CORPORATION CLASS A COMMON   2024-05-21 2024-06-21
1. NUCOR CORP   2021-10-04 2024-06-21
1. PACCAR INC   2024-02-15 2024-06-21
1. PULTE GRP INC   2024-05-21 2024-06-21
1. RELIANCE STL & ALUM CO COM   2019-05-20 2024-06-21
1. ROSS STORES INC   2023-11-15 2024-06-21
1. UNITED THERAPEUTICS CORP DEL   2020-04-21 2024-06-21
3. VIRTU FINANCIAL INC   2022-03-28 2024-06-21
3. WEYERHAEUSER CO   2021-06-24 2024-06-21
83. CHEVRON CORP   2016-06-14 2024-06-26
38. MASTERCARD INC   2020-03-09 2024-06-26
37. ROYAL CARRIBEAN CRUISE   2023-11-15 2024-06-26
3. ROYAL CARRIBEAN CRUISE   2024-05-21 2024-06-26
1. ABBVIE INC   2018-03-20 2024-07-23
2. APPLIED MATERIALS INC   2024-05-21 2024-07-23
1. ARISTA NETWORKS INC   2024-05-21 2024-07-23
3. BROADCOM INC   2022-03-24 2024-07-23
1. CF INDS HLDGS INC   2022-06-13 2024-07-23
3. CITIGROUP INC.   2021-10-04 2024-07-23
1. DIAMONDBACK ENERGY INC   2024-06-26 2024-07-23
1. EOG RESOURCES, INC   2023-11-15 2024-07-23
2. EMCOR GROUP INC COM   2024-06-21 2024-07-23
1. FIRST CTZNS BANCSHARES INC CL A   2024-06-21 2024-07-23
1. FOX CORP   2024-06-21 2024-07-23
2. JPMORGAN CHASE & CO   2024-06-21 2024-07-23
1. NUCOR CORP   2021-10-04 2024-07-23
1. PACCAR INC   2024-03-14 2024-07-23
1. QUALCOMM INC   2024-06-21 2024-07-23
3. UNITED AIRLINES HOLDINGS INC.   2024-06-26 2024-07-23
8. VIRTU FINANCIAL INC   2022-03-28 2024-07-23
2. NVENT ELECTRIC PLC-W/I   2024-06-21 2024-07-23
2. AGCO CORP COM   2024-04-23 2024-08-23
98. AGCO CORP COM   2022-03-24 2024-08-23
8. ARISTA NETWORKS INC   2022-12-21 2024-08-23
2. FIRST CTZNS BANCSHARES INC CL A   2023-11-15 2024-08-23
354. HALLIBURTON CO   2022-12-04 2024-08-23
8. INTUITIVE SURGICAL INC   2023-08-10 2024-08-23
4. KLA-TENCOR CORP COM   2023-11-15 2024-08-23
1. KLA-TENCOR CORP COM   2024-05-21 2024-08-23
2. LENNAR CORPORATION CLASS A COMMON   2024-05-21 2024-08-23
26. LENNAR CORPORATION CLASS A COMMON   2021-12-30 2024-08-23
144. ORACLE CORPORATION   2021-03-19 2024-08-23
148. PACCAR INC   2024-03-14 2024-08-23
5. PULTE GRP INC   2024-05-21 2024-08-23
37. PULTE GRP INC   2020-03-09 2024-08-23
1. RELIANCE STL & ALUM CO COM   2024-07-23 2024-08-23
49. RELIANCE STL & ALUM CO COM   2019-05-20 2024-08-23
1. AMERISOURCEBERGEN CORP   2023-02-16 2024-09-04
2. APPLE INC   2024-07-23 2024-09-04
2. APPLE INC   2010-07-12 2024-09-04
2. CF INDS HLDGS INC   2022-06-13 2024-09-04
1. CITIZENS FINANCIAL GROUP INC   2024-07-23 2024-09-04
2. CITIZENS FINANCIAL GROUP INC   2017-01-11 2024-09-04
1. COLGATE PALMOLIVE CO   2024-07-23 2024-09-04
1. CONOCOPHILLIPS   2024-07-23 2024-09-04
1. CONOCOPHILLIPS   2021-08-20 2024-09-04
1. GOLDMAN SACHS GROUP INC   2024-06-21 2024-09-04
3. INTERACTIVE BROKERS GROUP INC   2024-08-23 2024-09-04
1. INTUITIVE SURGICAL INC   2023-08-10 2024-09-04
1. LEIDOS HOLDINGS, INC   2024-08-23 2024-09-04
1. MICROSOFT CORP   2024-07-23 2024-09-04
1. ROSS STORES INC   2024-07-23 2024-09-04
1. UNITED AIRLINES HOLDINGS INC.   2024-06-26 2024-09-04
1. UNITED THERAPEUTICS CORP DEL   2024-07-23 2024-09-04
57. AMGEN INC   2023-08-10 2024-10-18
6. ARISTA NETWORKS INC   2022-12-21 2024-10-18
52. CADENCE DESIGN SYSTEMS INC   2023-05-30 2024-10-18
1. COPART INC COM   2024-09-04 2024-10-18
315. COPART INC COM   2022-03-24 2024-10-18
3. EDWARDS LIFESCIENCES CORP   2024-07-23 2024-10-18
166. EDWARDS LIFESCIENCES CORP   2023-05-30 2024-10-18
11. EMCOR GROUP INC COM   2016-12-13 2024-10-18
20. INTERACTIVE BROKERS GROUP INC   2024-08-23 2024-10-18
48. TWILIO INC   2024-08-23 2024-10-18
63. UNITED AIRLINES HOLDINGS INC.   2024-06-26 2024-10-18
73. UNITED AIRLINES HOLDINGS INC.   2024-06-26 2024-12-30
3. NVENT ELECTRIC PLC-W/I   2024-06-21 2024-12-30
222. NVENT ELECTRIC PLC-W/I   2022-12-21 2024-12-30
21. ROYAL CARRIBEAN CRUISE   2023-11-15 2024-12-30
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 251   290 -39
b 437   394 43
c 169   164 5
d 236   159 77
e 375   19 356
340   232 108
53   87 -34
266   124 142
1,233   625 608
153   173 -20
294   235 59
152   101 51
125   145 -20
111   53 58
150   95 55
111   123 -12
261   244 17
348   378 -30
387   305 82
151   116 35
809   62 747
365   194 171
151   168 -17
116   67 49
135   196 -61
518   194 324
289   88 201
142   124 18
286   194 92
213   105 108
65   150 -85
98   101 -3
375   232 143
122   102 20
648   871 -223
888   569 319
555   460 95
1,886   1,707 179
1,395   1,315 80
948   636 312
867   788 79
2,190   112 2,078
1,186   695 491
483   785 -302
1,070   494 576
1,298   625 673
564   605 -41
1,212   939 273
772   507 265
729   930 -201
465   542 -77
784   369 415
966   599 367
1,478   372 1,106
787   863 -76
878   814 64
1,067   290 777
754   859 -105
782   404 378
704   773 -69
35   39 -4
1,166   915 251
918   332 586
1,343   1,091 252
1,085   809 276
947   657 290
2,872   216 2,656
948   485 463
1,053   459 594
766   838 -72
1,012   599 413
472   665 -193
1,058   388 670
975   564 411
970   263 707
1,184   991 193
1,057   679 378
552   529 23
673   314 359
1,051   1,044 7
393   862 -469
738   743 -5
1,059   618 441
1,225   1,019 206
8,526   12,827 -4,301
1,704   741 963
5,076   2,500 2,576
2,753   2,112 641
4,390   1,116 3,274
3,881   871 3,010
16,690   6,891 9,799
12,376   13,497 -1,121
7,928   11,075 -3,147
15,238   14,288 950
3,504   1,932 1,572
160   131 29
387   232 155
249   124 125
187   215 -28
35   36 -1
54   32 22
636   611 25
95   103 -8
192   66 126
651   546 105
469   347 122
814   62 752
576   611 -35
450   155 295
144   97 47
159   169 -10
218   116 102
410   306 104
30,000   30,513 -513
577   28 549
290   283 7
160   162 -2
379   354 25
121   53 68
796   186 610
180   163 17
1,775   1,476 299
166   172 -6
470   202 268
38   39 -1
152   155 -3
198   66 132
1,365   1,427 -62
125   67 58
105   115 -10
105   115 -10
402   336 66
599   630 -31
132   124 8
263   268 -5
147   97 50
522   522  
83   39 44
200   290 -90
528   460 68
910   656 254
376   329 47
237   217 20
237   159 78
310   263 47
211   9 202
318   283 35
157   101 56
111   53 58
54   55 -1
108   63 45
122   123 -1
181   163 18
33   39 -6
301   325 -24
157   97 60
106   123 -17
110   118 -8
282   88 194
148   124 24
315   105 210
68   112 -44
86   101 -15
12,960   7,971 4,989
17,243   10,252 6,991
5,945   3,770 2,175
482   448 34
173   114 59
442   456 -14
347   318 29
494   188 306
71   86 -15
194   215 -21
199   197 2
125   123 2
764   750 14
1,863   1,629 234
37   34 3
421   391 30
161   97 64
97   115 -18
194   214 -20
146   145 1
227   300 -73
156   155 1
181   218 -37
8,885   14,133 -5,248
2,835   988 1,847
4,030   2,953 1,077
11,186   13,676 -2,490
3,874   2,440 1,434
3,250   2,182 1,068
813   766 47
369   336 33
4,801   3,004 1,797
19,880   9,587 10,293
14,271   17,013 -2,742
673   591 82
4,979   1,434 3,545
280   301 -21
13,738   4,291 9,447
242   159 83
441   450 -9
441   19 422
161   173 -12
42   42  
84   72 12
108   97 11
109   111 -2
109   53 56
489   453 36
377   367 10
481   305 176
155   154 1
409   444 -35
151   143 8
44   48 -4
353   336 17
18,309   14,966 3,343
2,414   741 1,673
13,588   12,205 1,383
54   53 1
16,964   9,907 7,057
209   262 -53
11,568   13,511 -1,943
4,919   798 4,121
2,982   2,449 533
3,402   2,912 490
4,666   3,038 1,628
7,001   3,521 3,480
204   232 -28
15,121   8,578 6,543
4,855   2,140 2,715
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
      362
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       -39
b       43
c       5
d       77
e       356
      108
      -34
      142
      608
      -20
      59
      51
      -20
      58
      55
      -12
      17
      -30
      82
      35
      747
      171
      -17
      49
      -61
      324
      201
      18
      92
      108
      -85
      -3
      143
      20
      -223
      319
      95
      179
      80
      312
      79
      2,078
      491
      -302
      576
      673
      -41
      273
      265
      -201
      -77
      415
      367
      1,106
      -76
      64
      777
      -105
      378
      -69
      -4
      251
      586
      252
      276
      290
      2,656
      463
      594
      -72
      413
      -193
      670
      411
      707
      193
      378
      23
      359
      7
      -469
      -5
      441
      206
      -4,301
      963
      2,576
      641
      3,274
      3,010
      9,799
      -1,121
      -3,147
      950
      1,572
      29
      155
      125
      -28
      -1
      22
      25
      -8
      126
      105
      122
      752
      -35
      295
      47
      -10
      102
      104
      -513
      549
      7
      -2
      25
      68
      610
      17
      299
      -6
      268
      -1
      -3
      132
      -62
      58
      -10
      -10
      66
      -31
      8
      -5
      50
       
      44
      -90
      68
      254
      47
      20
      78
      47
      202
      35
      56
      58
      -1
      45
      -1
      18
      -6
      -24
      60
      -17
      -8
      194
      24
      210
      -44
      -15
      4,989
      6,991
      2,175
      34
      59
      -14
      29
      306
      -15
      -21
      2
      2
      14
      234
      3
      30
      64
      -18
      -20
      1
      -73
      1
      -37
      -5,248
      1,847
      1,077
      -2,490
      1,434
      1,068
      47
      33
      1,797
      10,293
      -2,742
      82
      3,545
      -21
      9,447
      83
      -9
      422
      -12
       
      12
      11
      -2
      56
      36
      10
      176
      1
      -35
      8
      -4
      17
      3,343
      1,673
      1,383
      1
      7,057
      -53
      -1,943
      4,121
      533
      490
      1,628
      3,480
      -28
      6,543
      2,715
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 105,019
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 1,482
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 1,482
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 1,482
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,064
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 1,064
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 418
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 arrowN/A
14
The books are in care ofright arrowWELLS FARGO BANK NA Telephone no.right arrow (800) 352-3705

Located atright arrow100 N MAIN ST FL 5D4001-052WINSTON SALEMNC ZIP+4right arrow27101
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
WELLS FARGO BANK N A TRUSTEE
1 		18,538    
100 N MAIN ST FL 5D4001-052
WINSTONSALEM,NC27101
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
1,185,062
b
Average of monthly cash balances.......................
1b
95,449
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,280,511
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
1,280,511
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
19,208
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,261,303
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
63,065
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
63,065
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,482
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,482
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
61,583
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
61,583
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
61,583
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
54,956
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
54,956
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 61,583
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 51,182
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$ 54,956
a Applied to 2023, but not more than line 2a 51,182
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..... 3,774
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 .......... 		57,809
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).)
NONE
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.
NONE
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

LEBANON VALLEY COLLEGE

101 N COLLEGE AVE
ANNVILLE,PA17003 		NONE PC GENERAL OPERATING 52,000
Total .................................right arrow 3a 52,000
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 21,676  
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 ............ 		    18 105,019  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   126,695  
13Total. Add line 12, columns (b), (d), and (e)..................
13
126,695
(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 AccountingFeesSchedule
Name:
LUTZ PARKE H B TR U W
EIN:
23-6636983
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,102     1,102

TY 2024 InvestmentsCorpBondsSchedule
Name:
LUTZ PARKE H B TR U W
EIN:
23-6636983
Name of Bond End of Year Book Value End of Year Fair Market Value
9128283F5 US TREASURY NOTE 24,225 23,637
9128286B1 US TREASURY NOTE 30,307 28,048
912828XB1 US TREASURY NOTE 19,759 19,843
912828YS3 US TREASURY NOTE 19,948 17,737
912828X88 US TREASURY NOTE 2.3 20,198 19,153
912828WJ5 US TREASURY NOTE 2.5    
91282CCB5 US TREASURY NOTE 25,122 21,091
91282CBL4 US TREASURY NOTE 28,727 24,758
91282CBP5 US TREASURY NOTE 1.1 24,658 22,677
91282CEB3 US TREASURY NOTE 25,254 22,643
91282CEY3 US TREASURY NOTE 48,201 49,678

TY 2024 InvestmentsCorpStockSchedule
Name:
LUTZ PARKE H B TR U W
EIN:
23-6636983
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K107 ALPHABET INC CL C 9,728 42,849
00287Y109 ABBVIE INC 13,473 18,303
46625H100 JPMORGAN CHASE & CO 6,129 21,094
745867101 PULTE GRP INC 5,243 14,484
594918104 MICROSOFT CORP 3,818 52,266
166764100 CHEVRON CORP    
38141G104 GOLDMAN SACHS GROUP 7,272 20,614
91307C102 UNITED THERAPEUTICS 4,918 16,583
29084Q100 EMCOR GROUP INC COM 3,100 21,333
037833100 APPLE INC 1,910 51,336
759509102 RELIANCE STL & ALUM    
22160K105 COSTCO WHOLESALE COR 4,651 22,907
174610105 CITIZENS FINANCIAL G 6,718 11,509
67103H107 O'REILLY AUTOMOTIVE    
57636Q104 MASTERCARD INC    
00724F101 ADOBE INC 10,115 9,783
20825C104 CONOCOPHILLIPS 5,321 11,405
023135106 AMAZON COM INC COM 20,182 29,398
75886F107 REGENERON PHARMACEUT 9,586 12,110
68389X105 ORACLE CORPORATION    
038222105 APPLIED MATERIALS IN 11,344 15,775
717081103 PFIZER INC    
670346105 NUCOR CORP 8,334 9,920
172967424 CITIGROUP INC. 13,502 13,374
040413106 ARISTA NETWORKS INC    
039483102 ARCHER DANIELS MIDLA    
928254101 VIRTU FINANCIAL INC 19,574 19,160
G6700G107 NVENT ELECTRIC PLC-W    
406216101 HALLIBURTON CO    
001084102 AGCO CORP COM    
11135F101 BROADCOM INC 10,593 38,949
526057104 LENNAR CORPORATION C 10,461 12,273
217204106 COPART INC COM    
125269100 CF INDS HLDGS INC 10,709 10,580
91324P102 UNITEDHEALTH GROUP I 12,497 12,141
03073E105 CENCORA INC 11,130 15,728
031162100 AMGEN INC    
127387108 CADENCE DESIGN SYSTE    
26875P101 EOG RESOURCES, INC 14,663 14,587
28176E108 EDWARDS LIFESCIENCES    
31946M103 FIRST CTZNS BANCSHAR 11,812 16,904
35137L105 FOX CORP 14,749 20,841
46120E602 INTUITIVE SURGICAL I 12,202 20,878
482480100 KLA CORP 12,548 14,493
682189105 ON SEMICONDUCTOR COR    
778296103 ROSS STORES INC 14,744 18,001
90384S303 ULTA BEAUTY INC    
V7780T103 ROYAL CARRIBEAN CRUI 9,171 20,762
040413205 ARISTA NETWORKS INC 6,299 22,548
194162103 COLGATE PALMOLIVE CO 16,963 17,455
23804L103 DATADOG INC 17,219 20,147
24703L202 DELL TECHNOLOGIES -C 18,962 19,476
25278X109 DIAMONDBACK ENERGY I 18,527 15,400
30161Q104 EXELIXIS INC 22,037 25,375
368736104 GENERAC HOLDINGS INC 20,519 20,467
45841N107 INTERACTIVE BROKERS 16,043 23,144
525327102 LEIDOS HOLDINGS, INC 18,848 17,575
64110L106 NETFLIX INC 17,109 24,957
679295105 OKTA INC 18,823 19,858
690742101 OWENS CORNING INC 19,899 17,884
72352L106 PINTEREST INC 18,841 16,907
747525103 QUALCOMM INC 16,855 15,362
87162W100 TD SYNNEX CORP 20,096 19,234
90138F102 TWILIO INC 16,440 29,290
910047109 UNITED AIRLINES HOLD 11,864 23,887

TY 2024 InvestmentsOtherSchedule2
Name:
LUTZ PARKE H B TR U W
EIN:
23-6636983
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
962166104 WEYERHAEUSER CO AT COST 12,672 10,584
828806109 SIMON PROPERTY GROUP AT COST 11,983 21,182

TY 2024 OtherIncreasesSchedule
Name:
LUTZ PARKE H B TR U W
EIN:
23-6636983
Description Amount
PY PURCHASE OF ACCRUED INTEREST 73
ROUNDING 4


TY 2024 OtherProfessionalFeesSchedule
Name:
LUTZ PARKE H B TR U W
EIN:
23-6636983
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 3,370 3,370    


TY 2024 TaxesSchedule
Name:
LUTZ PARKE H B TR U W
EIN:
23-6636983
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 483 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,064 0   0