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
BOB HONG FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4140 MENENDEZ DR
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENSACOLA, FL32503
A Employer identification number

04-6911786
B Telephone number (see instructions)

(650) 210-5000
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$2,954,605
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... 40,464 39,060  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -15,261
b Gross sales price for all assets on line 6a 1,039,270
7 Capital gain net income (from Part IV, line 2)... 0
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)....... 13    
12 Total. Add lines 1 through 11........ 25,216 39,060  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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)....... 1,000 0 0 1,000
c Other professional fees (attach schedule).... 30,929 30,929   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 6,515 2,322   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)....... 85 85    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 38,529 33,336 0 1,000
25 Contributions, gifts, grants paid....... 125,200 125,200
26 Total expenses and disbursements. Add lines 24 and 25 163,729 33,336 0 126,200
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -138,513
b Net investment income (if negative, enter -0-) 5,724
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......... 66,326 32,709 32,709
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,449,442 Click to see attachment
List of Attached Documents:
// Content
2,348,899
2,921,896
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) 2,515,768 2,381,608 2,954,605
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........ 2,515,768 2,381,608
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,515,768 2,381,608
30 Total liabilities and net assets/fund balances (see instructions). 2,515,768 2,381,608
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
2,515,768
2
Enter amount from Part I, line 27a .....................
2
-138,513
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,353
4
Add lines 1, 2, and 3 ..........................
4
2,381,608
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
2,381,608
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 48. SALESFORCE INC.   2023-09-05 2024-01-04
b 19. ATLASSIAN CORPORATION CL A   2023-05-18 2024-01-05
c 16. PALO ALTO NETWORKS INC   2023-02-10 2024-01-05
d 283. TORONTO DOMINION BK ONT   2021-12-08 2024-01-05
e 278. HONG KONG EXCHANGES & CLEARIORD   2021-12-09 2024-01-08
26. HESS CORP   2023-08-14 2024-01-23
17. AON PLC SHS CL A   2023-08-28 2024-01-23
38. INTERCONTINENTALEXCHANGE INC   2023-08-28 2024-01-24
297. NEXTERA ENERGY INC   2023-08-14 2024-01-26
2. MERCADOLIBRE INC   2023-11-30 2024-02-09
62. CUMMINS INC   2021-12-02 2024-02-12
126. VERISIGN INC   2023-10-19 2024-02-12
16. VERTEX PHARMACEUTICALS INC   2022-05-12 2024-02-12
206. WHEATON PRECIOUS METALS CORP COM   2023-08-14 2024-02-12
38. CYBERARK SOFTWARE LTD SHS   2021-12-02 2024-02-12
67. NESTLE S A SPONSORED ADR REPSTG REG SH   2015-02-18 2024-02-13
27. CHEMED CORP NEW   2023-08-14 2024-02-14
111. JOHNSON & JOHNSON   2023-08-21 2024-02-15
62. AON PLC SHS CL A   2023-08-14 2024-02-15
100. VERISK ANALYTICS, INC.   2023-08-14 2024-02-16
376. WHEATON PRECIOUS METALS CORP COM   2023-08-14 2024-02-22
22. INTERCONTINENTALEXCHANGE INC   2023-08-14 2024-03-01
14. SHERWIN WILLIAMS CO   2023-08-14 2024-03-01
177. NESTLE SA   2022-02-07 2024-03-06
2. NVIDIA CORP 00   2023-08-28 2024-03-15
213. RECKITT BENCKISER GROUP PLC   2021-12-09 2024-03-19
152. ADYEN N V UNSPONSRED ADS   2023-10-13 2024-03-26
48. ADYEN N V UNSPONSRED ADS   2020-10-02 2024-03-26
27. PROLOGIS INC   2024-02-22 2024-03-28
934. HUNTINGTON BANCSHARES INC   2021-12-02 2024-04-01
5. KINSALE CAP GROUP INC COM   2024-02-16 2024-04-01
136. PAYPAL HLDGS INC   2022-01-13 2024-04-01
31. CYBERARK SOFTWARE LTD SHS   2021-12-02 2024-04-01
30. INTERCONTINENTALEXCHANGE INC   2023-08-14 2024-04-04
1. O REILLY AUTOMOTIVE INC   2023-08-14 2024-04-04
6. ACCENTURE PLC   2023-09-27 2024-04-08
5. ASML HOLDING N V   2018-11-28 2024-04-08
45. ATLAS COPCO AB SPONSORED ADR   2017-04-17 2024-04-09
343. ATLAS COPCO AB SPONSORED ADR   2017-04-17 2024-04-09
1. O REILLY AUTOMOTIVE INC   2023-08-14 2024-04-16
6. SHERWIN WILLIAMS CO   2023-08-14 2024-04-16
1. O REILLY AUTOMOTIVE INC   2023-08-14 2024-04-17
168. ADVANTEST CORP   2023-07-14 2024-04-18
125. HESS CORP   2023-09-29 2024-04-23
37. SALESFORCE INC.   2023-08-14 2024-04-23
4. AMAZON COM INC   2023-08-14 2024-04-24
2. MICROSOFT CORP   2023-08-28 2024-04-24
74. WALT DISNEY CO.   2022-01-13 2024-04-26
1. O REILLY AUTOMOTIVE INC   2024-04-24 2024-04-26
10. THERMO ELECTRON CORP   2021-12-08 2024-04-26
95. PROLOGIS INC   2024-02-22 2024-05-02
31. SALESFORCE INC.   2023-08-14 2024-05-02
1. ACCENTURE PLC   2023-09-27 2024-05-02
19. ACCENTURE PLC   2016-04-15 2024-05-02
23. SAIA INC   2023-09-12 2024-05-07
83. PROLOGIS INC   2023-08-14 2024-05-10
49. MERCK & CO INC NEW   2023-02-10 2024-05-14
11. THERMO ELECTRON CORP   2021-12-02 2024-05-14
44. ASTRAZENECA PLC   2023-12-05 2024-05-15
40. ACCENTURE PLC   2024-02-15 2024-05-20
36. CANADIAN PACIFIC KANSAS CITY COM   2023-08-16 2024-05-28
1. CANADIAN PACIFIC KANSAS CITY COM   2015-02-18 2024-05-28
8. NVIDIA CORP 00   2023-08-14 2024-05-28
31. SALESFORCE INC.   2023-08-14 2024-05-28
17. SHERWIN WILLIAMS CO   2023-08-14 2024-05-28
6. AON PLC SHS CL A   2022-03-18 2024-05-29
59. ACCENTURE PLC   2023-09-28 2024-05-29
6. FERRARI NV   2021-04-07 2024-06-05
173. NIKE INC CL B   2023-03-16 2024-06-07
1. MERCADOLIBRE INC   2023-09-11 2024-06-10
347. NESTE OYJ   2021-12-09 2024-06-10
3. ALPHABET INC CAP STK CL A   2024-02-01 2024-06-18
1. CORTEVA INC COM USD0.01 WI   2024-05-10 2024-06-18
1. WALT DISNEY CO.   2024-02-16 2024-06-18
1. INTERCONTINENTALEXCHANGE INC   2023-08-14 2024-06-18
1. J. P . MORGAN CHASE & CO F/K/A   2024-04-23 2024-06-18
1. KINSALE CAP GROUP INC COM   2024-02-16 2024-06-18
1. LAUDER ESTEE COS INC CL A   2024-02-16 2024-06-18
1. MONOLITHIC PWR SYS INC   2024-01-24 2024-06-18
1. ON SEMICONDUCTOR CORPORATION   2024-02-14 2024-06-18
1. SNOWFLAKE INC CL A   2024-02-15 2024-06-18
65. DANAHER CORP   2024-05-02 2024-06-21
172. SNOWFLAKE INC CL A   2024-03-05 2024-06-26
37.99987 UNION PAC CORP   2024-03-28 2024-06-26
5.00013 UNION PAC CORP   2023-08-14 2024-06-26
.7 DBS GROUP HLDGS   2021-12-09 2024-06-27
1. ANTERO RES CORP USD0.01   2024-04-26 2024-07-02
129. FORTINET INC   2024-01-05 2024-07-02
1. INTERCONTINENTALEXCHANGE INC   2024-06-21 2024-07-02
1. ZOETIS INC   2023-08-14 2024-07-02
45. EVOLUTION AB   2022-01-11 2024-07-03
459. RELX PLC ORD GBP0.1444   2021-12-09 2024-07-03
26. EVOLUTION AB   2022-01-11 2024-07-05
13. J. P . MORGAN CHASE & CO F/K/A   2024-04-23 2024-07-05
2. SPOTIFY TECHNOLOGY S A SHS   2024-04-22 2024-07-18
132. LAUDER ESTEE COS INC CL A   2024-02-16 2024-07-19
57. LAUDER ESTEE COS INC CL A   2023-03-16 2024-07-19
40. BAE SYSTEMS PLC ADR   2023-11-06 2024-07-24
47. LVMH MOET HENNESSY LOUIS VUITTON   2013-04-18 2024-07-26
43. THOMSON REUTERS CORP. COM   2022-12-06 2024-07-29
275. DEXCOM INC   2024-05-02 2024-08-01
23. ATLASSIAN CORPORATION CL A   2022-08-11 2024-08-15
67.99997 WALT DISNEY CO.   2021-12-02 2024-08-16
22.00003 WALT DISNEY CO.   2021-12-02 2024-08-16
18. CYBERARK SOFTWARE LTD SHS   2021-12-02 2024-08-16
23. J. P . MORGAN CHASE & CO F/K/A   2024-04-23 2024-08-21
3. SHERWIN WILLIAMS CO   2023-08-28 2024-08-21
1. SHERWIN WILLIAMS CO   2023-08-14 2024-08-21
7. KINSALE CAP GROUP INC COM   2024-02-16 2024-08-23
24. SHERWIN WILLIAMS CO   2023-08-14 2024-09-11
1. O REILLY AUTOMOTIVE INC   2024-06-18 2024-09-12
7. O REILLY AUTOMOTIVE INC   2023-08-14 2024-09-12
9. UNION PAC CORP   2023-08-14 2024-09-12
1.0001 SAIA INC   2024-07-18 2024-09-18
7.9999 SAIA INC   2024-07-18 2024-09-18
26. ALPHABET INC CAP STK CL A   2024-02-01 2024-09-19
18. BERKSHIRE HATHAWAY INC-CL B   2023-08-14 2024-09-19
70. UNION PAC CORP   2023-08-14 2024-09-23
16. FERGUSON ENTERPRISES INC COM   2023-05-23 2024-09-24
25. KINSALE CAP GROUP INC COM   2024-02-16 2024-09-24
2. ABBOTT LABS   2024-02-12 2024-09-25
9. AECOM   2023-05-18 2024-09-25
17. ALPHABET INC CAP STK CL A   2021-12-08 2024-09-25
2. AMERICAN TOWER CORP   2021-12-08 2024-09-25
14. APPLE COMPUTER INC   2021-12-09 2024-09-25
4. APPLIED MATERIALS INC   2021-12-02 2024-09-25
1. ATLASSIAN CORPORATION CL A   2024-07-02 2024-09-25
5. CHENIERE ENERGY INC   2022-07-01 2024-09-25
5. CLEAN HBRS INC   2021-12-02 2024-09-25
2. D R HORTON INC   2024-02-12 2024-09-25
1. DEERE & CO   2022-06-10 2024-09-25
34. GRAPHIC PACKAGING HLDG CO   2021-12-08 2024-09-25
15. HA SUSTAINABLE INFRASTRUCTURE CAPITAL, INC   2024-04-01 2024-09-25
1. HOME DEPOT INC   2021-12-02 2024-09-25
2. INTERCONTINENTALEXCHANGE INC   2021-12-02 2024-09-25
4. KEYSIGHT TECHNOLOGIES INC   2023-08-07 2024-09-25
1. LILLY ELI & CO. COM   2024-05-14 2024-09-25
2. MCDONALDS CORP   2023-09-08 2024-09-25
4. MERCK & CO INC NEW   2023-02-10 2024-09-25
8. MICROSOFT CORP   2023-10-30 2024-09-25
5. MONDELEZ INTL INC   2024-03-18 2024-09-25
8. MORGAN STANLEY, DEAN WITTER,   2021-12-08 2024-09-25
13. NEXTERA ENERGY INC   2021-12-08 2024-09-25
26. NVIDIA CORP 00   2021-12-02 2024-09-25
1. O REILLY AUTOMOTIVE INC   2021-12-08 2024-09-25
5. ORACLE CORP   2023-10-13 2024-09-25
1. PALO ALTO NETWORKS INC   2023-02-10 2024-09-25
2. PEPSICO INC   2024-03-18 2024-09-25
3. SALESFORCE INC.   2021-12-02 2024-09-25
5. TAKE-TWO INTERACTIVE SOFTWARE PAR .01   2021-12-08 2024-09-25
19. TRUIST FINL CORP COM   2022-02-04 2024-09-25
3. UNITEDHEALTH GROUP INC   2023-02-10 2024-09-25
1. VERTEX PHARMACEUTICALS INC   2021-12-08 2024-09-25
4. VISA INC-CLASS A SHARES   2022-01-13 2024-09-25
10. WILLIAMS COS INC. DEL   2022-07-14 2024-09-25
5. XYLEM INC   2023-06-29 2024-09-25
4. ZOETIS INC   2021-12-08 2024-09-25
2. ACCENTURE PLC   2021-12-02 2024-09-25
1. ICON PLC   2024-04-01 2024-09-25
1. LINDE PLC SHS   2021-12-09 2024-09-25
9. APTIV PLC SHS   2021-12-08 2024-09-25
2. CYBERARK SOFTWARE LTD SHS   2021-12-02 2024-09-25
3. ASTRAZENECA PLC   2023-12-05 2024-09-25
13. DEUTSCHE POST AG NPV(REGD)   2021-12-09 2024-09-25
5. SCHNEIDER ELECTRIC SE   2021-12-09 2024-09-25
44. DEUTSCHE TELEKOM NPV(REGD)   2021-12-09 2024-09-25
33. AXA SA   2021-12-09 2024-09-25
16. CIE DE ST-GOBAIN   2021-12-09 2024-09-25
3. LONDON STOCK EXCHANGE LTD   2024-01-08 2024-09-25
4. PRYSMIAN SPA   2024-02-13 2024-09-25
15. KONINKLIJKE AHOLD DELHAIZE N   2021-12-03 2024-09-25
11. COMPASS GROUP ORD GBP0.1105   2024-06-10 2024-09-25
2. DSM FIRMENICH AG EUR0.01   2024-04-02 2024-09-25
2. MERCADOLIBRE INC   2023-11-01 2024-09-26
8. WASTE CONNECTIONS INC COM   2023-07-13 2024-09-26
34. DBS GROUP HLDGS   2021-12-09 2024-09-26
6. TOKIO MARINE HOLDINGS, INC   2024-04-02 2024-09-26
5. SONY GROUP CORPORATION   2021-12-09 2024-09-26
24. SUZUKI MOTOR CORP   2024-07-03 2024-09-26
40. CANADIAN PACIFIC KANSAS CITY COM   2015-02-18 2024-09-27
5. AON PLC SHS CL A   2020-07-29 2024-10-03
6. FERRARI NV   2021-04-07 2024-10-03
84. ICICI BK LTD SPD ADR   2022-12-02 2024-10-07
17. NU HLDGS LTD ORD SHS CL A   2024-02-28 2024-10-07
133. ADYEN N V UNSPONSRED ADS   2020-10-02 2024-10-10
14. ALPHABET INC CAP STK CL A   2023-10-19 2024-10-14
39. ALPHABET INC CAP STK CL A   2023-08-28 2024-10-14
18. BERKSHIRE HATHAWAY INC-CL B   2023-08-14 2024-10-14
45. J. P . MORGAN CHASE & CO F/K/A   2024-02-22 2024-10-14
41. BERKSHIRE HATHAWAY INC-CL B   2023-08-14 2024-10-17
2. MONOLITHIC PWR SYS INC   2024-01-24 2024-10-17
11. MONOLITHIC PWR SYS INC   2023-08-14 2024-10-17
89. ON SEMICONDUCTOR CORPORATION   2024-02-14 2024-10-17
121. ON SEMICONDUCTOR CORPORATION   2024-02-14 2024-10-24
40. KINSALE CAP GROUP INC COM   2024-05-02 2024-10-28
6. ASM INTL N V   2022-04-07 2024-11-07
1. COCA-COLA CONSOLIDATED, INC.   2024-07-01 2024-11-12
3. MICROSOFT CORP   2023-08-28 2024-11-12
1. O REILLY AUTOMOTIVE INC   2023-08-14 2024-11-12
2. NVIDIA CORP 00   2024-06-18 2024-11-18
6. NVIDIA CORP 00   2023-08-14 2024-11-18
6. AMAZON COM INC   2023-08-14 2024-11-19
10. SHERWIN WILLIAMS CO   2023-08-14 2024-11-21
21. ZOETIS INC   2024-02-16 2024-11-21
5. AON PLC SHS CL A   2020-07-29 2024-12-03
16. EPAM SYS INC   2022-08-18 2024-12-09
76. L OREAL CO ADR   2023-11-14 2024-12-09
630. ANTERO RES CORP USD0.01   2024-08-21 2024-12-10
9. APPLE COMPUTER INC   2021-12-09 2024-12-12
6. MICROSOFT CORP   2023-10-30 2024-12-12
18. NVIDIA CORP 00   2021-12-02 2024-12-12
8. WASTE CONNECTIONS INC COM   2023-07-13 2024-12-12
54. ICON PLC   2024-04-26 2024-12-12
7. ALPHABET INC CAP STK CL A   2024-11-21 2024-12-13
4. AMAZON COM INC   2023-08-14 2024-12-13
6. CANADIAN NAT RES LTD COM CN$   2023-12-15 2024-12-13
2. COMFORT SYS USA INC   2024-10-30 2024-12-13
10. COMPASS GROUP PLC SPONSORED ADR   2023-06-15 2024-12-13
17. CORTEVA INC COM USD0.01 WI   2024-05-10 2024-12-13
8. COUPANG INC CL A   2024-04-10 2024-12-13
12. WALT DISNEY CO.   2024-02-16 2024-12-13
5. DOORDASH INC CL A   2024-08-21 2024-12-13
23. EXPERIAN PLC ADR   2014-04-17 2024-12-13
2. META PLATFORMS, INC   2024-10-17 2024-12-13
8. INTERCONTINENTALEXCHANGE INC   2024-07-22 2024-12-13
2. INTUIT   2024-06-21 2024-12-13
5. J. P . MORGAN CHASE & CO F/K/A   2024-01-31 2024-12-13
28. MEITUAN   2024-10-11 2024-12-13
2. MICROSOFT CORP   2023-08-14 2024-12-13
19. MITSUBISHI HEAVY INDUSTRIES LT UNSPONSORED AD   2024-07-17 2024-12-13
6. NOVO NORDISK A S ADR   2022-05-04 2024-12-13
9. NVIDIA CORP 00   2023-08-14 2024-12-13
5. SAFRAN S A   2024-06-05 2024-12-13
2. SAIA INC   2024-07-18 2024-12-13
5. SCHNEIDER ELECTRIC SE   2022-03-25 2024-12-13
1. SERVICENOW INC COM   2024-08-21 2024-12-13
5. TAIWAN SEMICONDUCTOR-SP ADR   2024-10-17 2024-12-13
38. 3I GROUP PLC UNSPONSORD ADR   2024-08-12 2024-12-13
1. WASTE CONNECTIONS INC COM   2022-09-26 2024-12-13
6. ZOETIS INC   2024-02-16 2024-12-13
3. ICON PLC   2023-08-17 2024-12-13
1. LINDE PLC SHS   2023-09-27 2024-12-13
2. STERIS PLC SHS USD   2020-04-16 2024-12-13
1. ASML HOLDING N V   2018-11-28 2024-12-13
65. EXPERIAN PLC ADR   2013-12-13 2024-12-20
1. COCA-COLA CONSOLIDATED, INC.   2024-12-13 2024-12-23
4. INTUIT   2024-06-21 2024-12-23
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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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(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 12,028   10,175 1,853
b 4,291   2,767 1,524
c 4,516   2,622 1,894
d 18,216   21,330 -3,114
e 9,087   15,602 -6,515
3,594   4,085 -491
5,210   5,501 -291
4,819   4,370 449
17,363   20,356 -2,993
3,502   3,223 279
15,904   13,431 2,473
24,956   26,217 -1,261
6,663   3,514 3,149
9,336   9,119 217
10,280   6,512 3,768
7,273   5,056 2,217
15,563   13,995 1,568
17,461   18,723 -1,262
19,477   19,993 -516
24,574   23,653 921
14,892   16,645 -1,753
3,047   2,525 522
4,665   3,861 804
18,593   22,834 -4,241
1,782   907 875
12,165   17,471 -5,306
2,520   1,161 1,359
796   899 -103
3,503   3,604 -101
12,846   14,253 -1,407
2,534   2,569 -35
8,922   25,721 -16,799
8,111   5,313 2,798
4,154   3,443 711
1,112   946 166
1,994   1,879 115
4,913   859 4,054
774   404 370
5,888   3,069 2,819
1,071   946 125
1,863   1,655 208
1,097   946 151
6,112   6,639 -527
19,500   19,443 57
10,113   7,817 2,296
707   558 149
817   647 170
8,308   11,237 -2,929
1,042   1,095 -53
5,734   6,362 -628
9,674   12,242 -2,568
8,342   6,550 1,792
300   313 -13
5,698   2,181 3,517
9,241   9,902 -661
8,925   10,269 -1,344
6,305   5,292 1,013
6,528   6,929 -401
6,819   5,740 1,079
12,155   13,742 -1,587
2,830   2,830  
79   39 40
9,110   3,480 5,630
8,336   6,550 1,786
5,163   4,688 475
1,662   1,797 -135
17,329   19,005 -1,676
2,518   1,255 1,263
16,762   20,504 -3,742
1,603   1,424 179
7,041   16,552 -9,511
525   427 98
52   58 -6
101   112 -11
136   115 21
197   192 5
394   514 -120
112   147 -35
846   630 216
71   80 -9
128   231 -103
16,431   16,131 300
22,066   37,529 -15,463
8,526   8,933 -407
1,122   1,149 -27
18   15 3
33   33  
7,829   7,544 285
138   137 1
176   190 -14
4,753   7,621 -2,868
20,943   14,556 6,387
2,757   3,457 -700
2,666   2,491 175
579   547 32
12,724   18,912 -6,188
5,495   16,594 -11,099
2,604   2,144 460
6,782   1,466 5,316
6,944   4,902 2,042
18,910   29,398 -10,488
3,355   8,739 -5,384
6,074   10,024 -3,950
1,965   3,243 -1,278
5,028   3,085 1,943
4,908   4,325 583
1,072   804 268
357   276 81
3,409   3,597 -188
8,694   6,619 2,075
1,114   1,057 57
7,797   6,620 1,177
2,225   2,067 158
443   488 -45
3,545   3,906 -361
4,218   3,678 540
8,264   6,443 1,821
17,122   16,072 1,050
3,222   2,269 953
11,528   10,420 1,108
225   224 1
906   712 194
2,745   2,506 239
471   550 -79
3,153   2,460 693
787   592 195
161   183 -22
896   643 253
1,227   514 713
375   296 79
407   335 72
976   697 279
502   407 95
397   409 -12
318   279 39
612   638 -26
925   763 162
601   558 43
460   432 28
3,455   2,696 759
371   357 14
819   818 1
1,096   1,175 -79
3,206   841 2,365
1,142   673 469
830   541 289
339   164 175
340   343 -3
821   786 35
750   855 -105
792   1,216 -424
1,728   1,453 275
460   206 254
1,078   871 207
454   299 155
668   552 116
764   912 -148
673   734 -61
282   331 -49
476   331 145
633   1,530 -897
565   343 222
463   383 80
557   803 -246
1,345   951 394
1,297   799 498
1,304   956 348
1,470   1,108 362
417   344 73
293   180 113
522   511 11
361   312 49
265   227 38
4,216   2,514 1,702
1,435   1,124 311
1,015   728 287
223   183 40
486   623 -137
274   269 5
3,435   1,541 1,894
1,737   1,029 708
2,691   1,191 1,500
2,422   1,940 482
223   188 35
1,971   2,492 -521
2,320   1,940 380
6,463   5,415 1,048
8,260   6,443 1,817
9,907   8,169 1,738
19,107   14,676 4,431
1,862   1,260 602
10,240   5,717 4,523
6,233   7,142 -909
8,404   9,710 -1,306
17,699   15,562 2,137
3,309   2,006 1,303
1,234   1,118 116
1,263   968 295
1,237   946 291
279   269 10
837   261 576
1,226   838 388
3,826   2,758 1,068
3,705   3,980 -275
1,931   1,029 902
3,980   7,495 -3,515
5,620   7,035 -1,415
19,780   20,707 -927
2,231   1,581 650
2,699   2,001 698
2,473   582 1,891
1,475   1,120 355
11,373   17,296 -5,923
1,336   1,169 167
912   558 354
188   188  
924   785 139
342   285 57
1,011   994 17
190   153 37
1,365   1,344 21
872   640 232
1,043   418 625
1,234   1,153 81
1,246   1,191 55
1,311   1,251 60
1,201   889 312
1,168   1,400 -232
893   644 249
567   490 77
633   338 295
1,205   391 814
274   289 -15
1,054   976 78
257   164 93
1,117   840 277
999   1,053 -54
889   748 141
180   140 40
1,066   1,135 -69
624   761 -137
434   373 61
428   262 166
717   172 545
2,860   1,164 1,696
1,177   1,270 -93
2,545   2,503 42
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      6
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      6
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      6
      6
      6
      6
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      6
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Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       1,853
b       1,524
c       1,894
d       -3,114
e       -6,515
      -491
      -291
      449
      -2,993
      279
      2,473
      -1,261
      3,149
      217
      3,768
      2,217
      1,568
      -1,262
      -516
      921
      -1,753
      522
      804
      -4,241
      875
      -5,306
      1,359
      -103
      -101
      -1,407
      -35
      -16,799
      2,798
      711
      166
      115
      4,054
      370
      2,819
      125
      208
      151
      -527
      57
      2,296
      149
      170
      -2,929
      -53
      -628
      -2,568
      1,792
      -13
      3,517
      -661
      -1,344
      1,013
      -401
      1,079
      -1,587
       
      40
      5,630
      1,786
      475
      -135
      -1,676
      1,263
      -3,742
      179
      -9,511
      98
      -6
      -11
      21
      5
      -120
      -35
      216
      -9
      -103
      300
      -15,463
      -407
      -27
      3
       
      285
      1
      -14
      -2,868
      6,387
      -700
      175
      32
      -6,188
      -11,099
      460
      5,316
      2,042
      -10,488
      -5,384
      -3,950
      -1,278
      1,943
      583
      268
      81
      -188
      2,075
      57
      1,177
      158
      -45
      -361
      540
      1,821
      1,050
      953
      1,108
      1
      194
      239
      -79
      693
      195
      -22
      253
      713
      79
      72
      279
      95
      -12
      39
      -26
      162
      43
      28
      759
      14
      1
      -79
      2,365
      469
      289
      175
      -3
      35
      -105
      -424
      275
      254
      207
      155
      116
      -148
      -61
      -49
      145
      -897
      222
      80
      -246
      394
      498
      348
      362
      73
      113
      11
      49
      38
      1,702
      311
      287
      40
      -137
      5
      1,894
      708
      1,500
      482
      35
      -521
      380
      1,048
      1,817
      1,738
      4,431
      602
      4,523
      -909
      -1,306
      2,137
      1,303
      116
      295
      291
      10
      576
      388
      1,068
      -275
      902
      -3,515
      -1,415
      -927
      650
      698
      1,891
      355
      -5,923
      167
      354
       
      139
      57
      17
      37
      21
      232
      625
      81
      55
      60
      312
      -232
      249
      77
      295
      814
      -15
      78
      93
      277
      -54
      141
      40
      -69
      -137
      61
      166
      545
      1,696
      -93
      42
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -15,261
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 80
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 80
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 80
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,640
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 2,640
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,560
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow80 Refundedright arrow 11 2,480
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 arrowMA
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 arrowANDREW HONG CO CITI TRUST Telephone no.right arrow (650) 210-5000

Located atright arrow388 GREENWICH STREET 19TH FNEW YORKNY ZIP+4right arrow11120
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ANDREW HONG TRUSTEE, AS REQ'D
0
0    
PO BOX 990842
BOSTON,MA02199
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
2,901,163
b
Average of monthly cash balances.......................
1b
68,545
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,969,708
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
2,969,708
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
44,546
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,925,162
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
146,258
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
146,258
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
80
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
80
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
146,178
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
146,178
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
146,178
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
126,200
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
126,200
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 7 146,178
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 125,015
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$ 126,200
a Applied to 2023, but not more than line 2a 125,015
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..... 1,185
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 ..........
144,993
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

PENSACOLA PRIVATE SCHOOL OF LIBERAL ARTS

301 E GADSDEN ST
PENSACOLA,FL32501
NONE PC GENERAL OPERATING 15,200

309 PUNK PROJECT

309 N 6TH AVE
PENSACOLA,FL32501
NONE PC GENERAL OPERATING 10,000

WOMEN'S AUDIO MISSION

542-544 NATOMA ST C-1
SAN FRANCISCO,CA94103
NONE PC GENERAL OPERATING 10,000

ALL HANDS AND HEARTS

6 COUNTY RD STE 6
MATTAPOISETT,MA02739
NONE PC GENERAL OPERATING 25,000

FOOTPRINT PROJECT

PO BOX 19389
NEW ORLEANS,LA70179
NONE PC GENERAL OPERATING 15,000

UNIVERSITY SCHOOL OF NASHVILLE

2000 EDGEHILL AVE
NASHVILLE,TN37212
NONE PC GENERAL OPERATING 20,000

FLORIDA PANHANDLE BREAST CANCER
ASSOCIATION
POX BOX 10695
PENSACOLA,FL32524
NONE PC GENERAL OPERATING 15,000

SCHOOL HOUSE 4 REIMAGINING EDUCATION

4140 MENENDEZ DR
PENSACOLA,FL32503
NONE PC GENERAL OPERATING 15,000
Total .................................right arrow 3a 125,200
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 40,464  
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 -15,261  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER REVENUE
    1 13  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   25,216  
13Total. Add line 12, columns (b), (d), and (e)..................
13
25,216
(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:
BOB HONG FOUNDATION
EIN:
04-6911786
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

TY 2024 InvestmentsOtherSchedule2
Name:
BOB HONG FOUNDATION
EIN:
04-6911786
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SEE ATTACHED STATEMENT      
464287234 ISHARES MSCI EMERGIN AT COST 46,337 47,717
31488V107 FERGUSON ENTERPRISES AT COST 4,411 5,554
606793404 MITSUBISHI HEAVY IND AT COST 7,727 8,770
13646K108 CANADIAN PACIFIC KAN AT COST 3,705 8,395
G54950103 LINDE PLC SHS AT COST 20,566 26,795
049468101 ATLASSIAN CORPORATIO AT COST 20,369 34,560
M7S64H106 MONDAY COM LTD SHS AT COST 5,724 6,357
88579N105 3I GROUP PLC UNSPONS AT COST 8,064 9,195
G6683N103 NU HLDGS LTD ORD SHS AT COST 5,591 5,232
82621A104 SIEMENS ENERGY AG UN AT COST 7,961 8,295
22266T109 COUPANG INC CL A AT COST 6,422 7,385
G0403H108 AON PLC SHS CL A AT COST 2,881 5,028
58533E103 MEITUAN AT COST 10,938 8,866
00783V104 ADYEN N V UNSPONSRED AT COST 7,583 7,187
G8473T100 STERIS PLC SHS USD AT COST 3,894 6,989
L8681T102 SPOTIFY TECHNOLOGY S AT COST 7,167 11,185
81141R100 SEA LTD ADR AT COST 8,736 12,520
20449X401 COMPASS GROUP PLC SP AT COST 5,638 6,601
94106B101 WASTE CONNECTIONS IN AT COST 3,908 4,804
N3167Y103 FERRARI NV AT COST 4,059 11,896
H42097107 UBS GROUP AG AT COST 5,973 5,912
N07045102 ASM INTL N V AT COST 3,344 5,786
G4705A100 ICON PLC AT COST 6,846 9,227
N07059210 ASML HOLDING N V AT COST 1,717 6,931
786584102 SAFRAN S A AT COST 10,574 12,134
80687P106 SCHNEIDER ELECTRIC S AT COST 4,808 7,334
58733R102 MERCADOLIBRE INC AT COST 4,272 5,101
30215C101 EXPERIAN PLC ADR AT COST 1,996 4,962
45104G104 ICICI BK LTD SPD ADR AT COST 5,362 7,196
136385101 CANADIAN NAT RES LTD AT COST 5,191 5,124
G0450A105 ARCH CAPITAL GROUP L AT COST 5,603 8,127
05523R107 BAE SYSTEMS PLC ADR AT COST 6,229 6,962
874039100 TAIWAN SEMICONDUCTOR AT COST 57,301 61,617
670100205 NOVO-NORDISK A S AT COST 8,129 12,731
775781206 ROLLS-ROYCE HOLDINGS AT COST 9,781 9,528
046353108 ASTRAZENECA PLC SPND AT COST 9,757 9,435
803054204 SAP SE AT COST 12,022 11,818
594918104 MICROSOFT CORP COM AT COST 114,482 147,525
824348106 SHERWIN WILLIAMS CO AT COST 13,513 16,657
254687106 WALT DISNEY COMPANY AT COST 37,481 40,420
075887109 BECTON DICKINSON & C AT COST 18,371 17,696
235851102 DANAHER CORP AT COST 24,206 24,562
461202103 INTUIT AT COST 25,713 26,397
023135106 AMAZON COM INC AT COST 38,490 60,552
67066G104 NVIDIA CORP AT COST 44,459 169,340
46625H100 JPMORGAN CHASE & CO AT COST 20,293 33,559
682189105 ON SEMICONDUCTOR COR AT COST 21,537 17,591
78709Y105 SAIA INC AT COST 29,094 32,357
084670702 BERKSHIRE HATHAWAY I AT COST 8,621 9,066
67103H107 O REILLY AUTOMOTIVE AT COST 37,590 55,733
30303M102 META PLATFORMS, INC AT COST 30,559 31,032
81762P102 SERVICENOW INC COM AT COST 25,975 36,044
G29183103 EATON CORP PLC AT COST 26,342 26,550
98978V103 ZOETIS INC AT COST 60,485 52,626
45866F104 INTERCONTINENTALEXCH AT COST 46,133 56,624
609839105 MONOLITHIC PWR SYS I AT COST 33,634 35,502
89055F103 TOPBUILD CORP AT COST 20,636 16,190
199908104 COMFORT SYS USA INC AT COST 19,183 26,716
02079K305 ALPHABET INC CAP STK AT COST 101,937 141,218
00123Q104 AGNC INVT CORP COM AT COST 13,354 12,369
191098102 COCA-COLA CONSOLIDAT AT COST 7,826 8,820
500688106 KOSMOS ENERGY LTD CO AT COST 24,602 11,885
22052L104 CORTEVA INC COM USD0 AT COST 28,364 28,195
25809K105 DOORDASH INC CL A AT COST 18,995 28,518
165167735 EXPAND ENERGY CORPOR AT COST 23,068 23,494
037833100 APPLE INC COM AT COST 65,136 98,916
68389X105 ORACLE CORPORATION C AT COST 15,417 24,163
580135101 MCDONALDS CORP COM AT COST 15,785 16,814
713448108 PEPSICO INC COM AT COST 21,939 20,224
002824100 ABBOTT LABS INC COM AT COST 18,025 18,437
609207105 MONDELEZ INTL INC AT COST 18,560 17,262
OB10RZP71 UNILEVER PLC ORD GBP AT COST 13,161 12,137
697435105 PALO ALTO NETWORKS I AT COST 12,674 30,569
03027X100 AMERICAN TOWER CORP AT COST 31,852 24,944
98419M100 XYLEM INC AT COST 12,950 14,270
O58423595 DEUTSCHE TELEKOM NPV AT COST 21,697 36,468
O46178590 DEUTSCHE POST AG NPV AT COST 21,991 13,054
388689101 GRAPHIC PACKAGING HL AT COST 18,955 25,639
O70884295 AXA SA AT COST 24,482 33,584
65339F101 NEXTERA ENERGY INC AT COST 32,080 26,740
58933Y105 MERCK & CO INC NEW AT COST 23,352 23,875
G1151C101 ACCENTURE PLC AT COST 21,273 20,404
92826C839 VISA INC-CLASS A SHA AT COST 18,283 28,760
OB288C924 IBERDROLA SA EURO AT COST 23,677 26,374
00766T100 AECOM AT COST 19,891 28,200
O73804829 CIE DE ST-GOBAIN AT COST 23,854 39,047
OB0SWJX31 LONDON STOCK EXCHANG AT COST 14,221 20,077
184496107 CLEAN HBRS INC AT COST 15,412 34,521
O68655046 SUZUKI MOTOR CORP AT COST 19,901 20,240
99999SGD9 SINGAPORE DOLLAR AT COST 20 19
99999GBP3 BRITISH POUND AT COST 1 1
99999EUR3 EURO AT COST 1 1
O61752030 DBS GROUP HLDGS AT COST 20,105 30,863
O65131264 TOKIO MARINE HOLDING AT COST 12,616 15,053
O48341089 SCHNEIDER ELECTRIC S AT COST 22,314 30,184
79466L302 SALESFORCE INC. AT COST 19,221 25,409
16411R208 CHENIERE ENERGY INC AT COST 16,157 27,503
874054109 TAKE-TWO INTERACTIVE AT COST 18,983 21,537
92532F100 VERTEX PHARMACEUTICA AT COST 14,309 28,189
91324P102 UNITEDHEALTH GROUP I AT COST 35,971 40,469
23331A109 D R HORTON INC AT COST 23,046 22,092
883556102 THERMO FISHER CORP AT COST 26,096 22,890
969457100 WILLIAMS COS INC COM AT COST 8,781 15,641
532457108 ELI LILLY & CO. AT COST 17,551 17,756
244199105 DEERE & CO. AT COST 12,047 15,253
617446448 MORGAN STANLEY AT COST 22,884 28,916
437076102 HOME DEPOT INC COM AT COST 16,344 15,560
038222105 APPLIED MATERIALS CO AT COST 16,003 18,377
G3265R107 APTIV HOLDINGS LTD. AT COST 31,785 15,120
OBPCPSD67 DSM FIRMENICH AG EUR AT COST 15,235 14,470
89832Q109 TRUIST FINL CORP COM AT COST 32,645 23,425
OBD6K4574 COMPASS GROUP ORD GB AT COST 16,644 24,446
OBD0Q3980 KONINKLIJKE AHOLD DE AT COST 29,475 30,522
OB1W4V699 PRYSMIAN SPA AT COST 11,641 16,473
O68215062 SONY GROUP CORPORATI AT COST 34,936 33,763
49338L103 KEYSIGHT TECHNOLOGIE AT COST 17,240 19,115
M2682V108 CYBERARK SOFTWARE LT AT COST 17,300 39,312
O09895290 ASTRAZENECA PLC AT COST 25,461 29,640
41068X100 HA SUSTAINABLE INFRA AT COST 23,990 24,684

TY 2024 OtherExpensesSchedule
Name:
BOB HONG FOUNDATION
EIN:
04-6911786
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 85 85   0


TY 2024 OtherIncomeSchedule2
Name:
BOB HONG FOUNDATION
EIN:
04-6911786
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER REVENUE 13 0  


TY 2024 OtherIncreasesSchedule
Name:
BOB HONG FOUNDATION
EIN:
04-6911786
Description Amount
COST BASIS ADJUSTMENT 4,353


TY 2024 OtherProfessionalFeesSchedule
Name:
BOB HONG FOUNDATION
EIN:
04-6911786
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 30,929 30,929    


TY 2024 TaxesSchedule
Name:
BOB HONG FOUNDATION
EIN:
04-6911786
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,138 2,138   0
FEDERAL TAX PAYMENT - PRIOR YE 1,697 0   0
FEDERAL ESTIMATES - PRINCIPAL 2,496 0   0
FOREIGN TAXES ON QUALIFIED FOR 105 105   0
FOREIGN TAXES ON NONQUALIFIED 79 79   0