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
LARRY L LUING FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)44 RIFLE CAMP ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WOODLAND PARK, NJ07424
A Employer identification number

22-3564439
B Telephone number (see instructions)

(201) 291-1111
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$26,120,099J 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 53,595 53,595  
4 Dividends and interest from securities... 559,257 559,257  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,111,228
b Gross sales price for all assets on line 6a 4,267,305
7 Capital gain net income (from Part IV, line 2)... 1,111,228
8 Net short-term capital gain.........  
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)....... Click to see attachment
List of Attached Documents:
// Content
545 545  
12 Total. Add lines 1 through 11........ 1,724,625 1,724,625  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14,791 0   14,791
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
70,488 70,488   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,144 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
935 0   935
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 96,358 70,488   15,726
25 Contributions, gifts, grants paid....... 1,082,500 1,082,500
26 Total expenses and disbursements. Add lines 24 and 25 1,178,858 70,488   1,098,226
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 545,767
b Net investment income (if negative, enter -0-) 1,654,137
c Adjusted net income (if negative, enter -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............. 45,370 47,415 47,415
2 Savings and temporary cash investments......... 415,243 586,547 586,547
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,028,663 Click to see attachment
List of Attached Documents:
// Content
1,234,340 		1,195,791
b Investments—corporate stock (attach schedule)....... 17,524,434 Click to see attachment
List of Attached Documents:
// Content
17,875,028 		22,616,185
c Investments—corporate bonds (attach schedule)....... 1,612,823 Click to see attachment
List of Attached Documents:
// Content
1,428,970 		1,396,477
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).......... 283,406 Click to see attachment
List of Attached Documents:
// Content
283,406 		277,684
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) 20,909,939 21,455,706 26,120,099
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 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........... 20,909,939 21,455,706
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........    
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)..... 20,909,939 21,455,706
30 Total liabilities and net assets/fund balances (see instructions). 20,909,939 21,455,706
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
20,909,939
2
Enter amount from Part I, line 27a .....................
2
545,767
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
21,455,706
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
21,455,706
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 59 SHARES OF TAIWAN SEMICONDUCTOR SPON ADR   2023-01-01 2024-06-28
b 70 SHARES OF GARMIN LIMITED   2023-01-01 2024-12-19
c 33 SHARES OF TAIWAN SEMICONDUCTOR SPON ADR   2023-01-01 2024-12-19
d 29269.939 UNITS OF HARBOR LG-CAP VALUE FD CL   2023-01-01 2024-11-25
e 29269.939 UNITS OF HARBOR LG-CAP VALUE FD CL   2024-01-01 2024-11-25
0.15 SHARES OF COMMERCE BANCSHARES INC   2024-01-01 2024-12-31
44 SHARES OF FISERV INC   2023-01-01 2024-01-16
34 SHARES OF ROSS STORES INC COM   2023-01-01 2024-01-16
20 SHARES OF ACCENTURE PLC- CL A   2024-01-01 2024-04-08
40 SHARES OF ADVANCED MICRO DEVICES INC COM   2023-01-01 2024-04-16
20 SHARES OF SPOTIFY TECHNOLOGY SA   2023-01-01 2024-04-16
26 SHARES OF TESLA INC.   2023-01-01 2024-04-16
79 SHARES OF APPLE INC   2023-01-01 2024-01-17
166 SHARES OF GXO LOGISTICS INC   2023-01-01 2024-01-19
136 SHARES OF NVENT ELECTRIC PLC   2023-01-01 2024-02-07
291 SHARES OF INTL FLAVORS & FRAGRANCES INC COM   2024-01-01 2024-03-05
11 SHARES OF BROADCOM INC   2023-01-01 2024-03-05
180 SHARES OF HONEYWELL INTL INC COM   2023-01-01 2024-03-14
180 SHARES OF HONEYWELL INTL INC COM   2024-01-01 2024-03-14
4 SHARES OF ROPER TECHNOLOGIES, INC.   2023-01-01 2024-03-20
18 SHARES OF AMERICAN TOWER CORP CL A   2023-01-01 2024-03-20
18 SHARES OF PEPSICO INC COM   2023-01-01 2024-03-20
2 SHARES OF METTLER TOLEDO INTERNATIONAL COM   2023-01-01 2024-03-20
21 SHARES OF SAP SE SPONS ADR   2023-01-01 2024-03-20
38 SHARES OF MICROCHIP TECHNOLOGY INC COM   2023-01-01 2024-03-20
6 SHARES OF MOODYS CORP   2023-01-01 2024-03-20
22 SHARES OF STARBUCKS CORP COM   2023-01-01 2024-03-20
6 SHARES OF LINDE PLC   2023-01-01 2024-03-20
6 SHARES OF BERKSHIRE HATHAWAY INC DEL CL B   2023-01-01 2024-03-20
32 SHARES OF ORACLE CORPORATION COM   2023-01-01 2024-03-20
24 SHARES OF JOHNSON & JOHNSON   2023-01-01 2024-03-20
56 SHARES OF GXO LOGISTICS INC   2023-01-01 2024-03-20
5 SHARES OF TRANSDIGM GROUP INC   2023-01-01 2024-03-20
28 SHARES OF AMPHENOL CORP NEW CL A   2023-01-01 2024-03-20
29 SHARES OF ALPHABET INC CL C   2023-01-01 2024-03-20
32 SHARES OF AMAZON.COM INC   2023-01-01 2024-03-20
40 SHARES OF WALT DISNEY CO   2023-01-01 2024-03-20
17 SHARES OF APPLE INC   2023-01-01 2024-03-20
31 SHARES OF FORTIVE CORP   2023-01-01 2024-03-20
4 SHARES OF INTUIT INC COM   2023-01-01 2024-03-20
32 SHARES OF NIKE INC CL B   2023-01-01 2024-03-20
17 SHARES OF ANALOG DEVICES INC   2024-01-01 2024-03-20
13 SHARES OF VERALTO CORPORATION   2024-01-01 2024-03-20
13 SHARES OF VISA INC   2023-01-01 2024-03-20
14 SHARES OF DANAHER CORP COM   2024-01-01 2024-03-20
16 SHARES OF SALESFORCE INC   2023-01-01 2024-03-20
16 SHARES OF MICROSOFT CORP   2023-01-01 2024-03-20
8 SHARES OF ADOBE INC   2023-01-01 2024-03-20
10 SHARES OF HEICO CORPORATION   2024-01-01 2024-03-20
114 SHARES OF WALT DISNEY CO   2023-01-01 2024-04-01
140 SHARES OF MICROCHIP TECHNOLOGY INC COM   2023-01-01 2024-04-11
63 SHARES OF ANALOG DEVICES INC   2024-01-01 2024-04-11
103 SHARES OF PEPSICO INC COM   2023-01-01 2024-04-22
30 SHARES OF PEPSICO INC COM   2023-01-01 2024-04-23
87 SHARES OF MICROSOFT CORP   2023-01-01 2024-04-23
8 SHARES OF NVENT ELECTRIC PLC   2023-01-01 2024-04-24
40 SHARES OF ALPHABET INC CL C   2023-01-01 2024-04-24
158 SHARES OF CROWN CASTLE INC. REIT   2023-01-01 2024-04-24
158 SHARES OF CROWN CASTLE INC. REIT   2024-01-01 2024-04-24
1 SHARES OF BROADCOM INC   2023-01-01 2024-04-24
83 SHARES OF AMAZON.COM INC   2023-01-01 2024-04-25
359 SHARES OF CVS HEALTH CORPORATION   2024-01-01 2024-05-03
359 SHARES OF CVS HEALTH CORPORATION   2023-01-01 2024-05-03
88 SHARES OF PROCTER & GAMBLE CO COM   2023-01-01 2024-05-14
244 SHARES OF STARBUCKS CORP COM   2024-01-01 2024-05-23
244 SHARES OF STARBUCKS CORP COM   2023-01-01 2024-05-23
70 SHARES OF ALPHABET INC CL C   2023-01-01 2024-05-31
63 SHARES OF NVENT ELECTRIC PLC   2023-01-01 2024-06-28
7 SHARES OF MITSUI & CO LTD-SPONS ADR   2023-01-01 2024-06-28
29 SHARES OF MERCK & CO INC   2023-01-01 2024-06-28
10 SHARES OF GARMIN LIMITED   2023-01-01 2024-06-28
69 SHARES OF BAE SYSTEMS PLC ADR   2023-01-01 2024-06-28
2 SHARES OF BROADCOM INC   2023-01-01 2024-06-28
342 SHARES OF FORTIVE CORP   2023-01-01 2024-07-26
184 SHARES OF AMPHENOL CORP NEW CL A   2023-01-01 2024-08-08
340 SHARES OF NIKE INC CL B   2023-01-01 2024-08-27
340 SHARES OF NIKE INC CL B   2024-01-01 2024-08-27
54 SHARES OF SAP SE SPONS ADR   2023-01-01 2024-09-06
45 SHARES OF INTUIT INC COM   2023-01-01 2024-09-19
86 SHARES OF ADOBE INC   2024-01-01 2024-09-19
47 SHARES OF TRANSDIGM GROUP INC   2023-01-01 2024-09-19
49 SHARES OF ROPER TECHNOLOGIES, INC.   2023-01-01 2024-09-19
86 SHARES OF ADOBE INC   2023-01-01 2024-09-19
82 SHARES OF MOODYS CORP   2024-01-01 2024-09-19
82 SHARES OF MOODYS CORP   2023-01-01 2024-09-19
75 SHARES OF BERKSHIRE HATHAWAY INC DEL CL B   2023-01-01 2024-09-19
607 SHARES OF GXO LOGISTICS INC   2023-01-01 2024-09-19
61 SHARES OF STRYKER CORP COM   2024-01-01 2024-09-19
448 SHARES OF AMPHENOL CORP NEW CL A   2023-01-01 2024-09-19
50 SHARES OF META PLATFORMS, INC-A   2024-01-01 2024-09-19
270 SHARES OF AMAZON.COM INC   2023-01-01 2024-09-19
341 SHARES OF UNILEVER PLC SPONSORED ADR   2024-01-01 2024-09-19
204 SHARES OF AMERICAN TOWER CORP CL A   2023-01-01 2024-09-19
175 SHARES OF SAP SE SPONS ADR   2023-01-01 2024-09-19
164 SHARES OF SALESFORCE INC   2023-01-01 2024-09-19
164 SHARES OF SALESFORCE INC   2024-01-01 2024-09-19
162 SHARES OF PEPSICO INC COM   2023-01-01 2024-09-19
162 SHARES OF PEPSICO INC COM   2024-01-01 2024-09-19
149 SHARES OF VISA INC   2023-01-01 2024-09-19
149 SHARES OF DANAHER CORP COM   2023-01-01 2024-09-19
149 SHARES OF DANAHER CORP COM   2024-01-01 2024-09-19
140 SHARES OF VERALTO CORPORATION   2023-01-01 2024-09-19
140 SHARES OF VERALTO CORPORATION   2024-01-01 2024-09-19
129 SHARES OF AMETEK AEROSPACE PRODS INC COM   2024-01-01 2024-09-19
120 SHARES OF ANALOG DEVICES INC   2024-01-01 2024-09-19
118 SHARES OF HEICO CORPORATION   2023-01-01 2024-09-19
114 SHARES OF EQUIFAX INC COM   2024-01-01 2024-09-19
103 SHARES OF LINDE PLC   2024-01-01 2024-09-19
103 SHARES OF LINDE PLC   2023-01-01 2024-09-19
346 SHARES OF ORACLE CORPORATION COM   2023-01-01 2024-09-19
237 SHARES OF ALPHABET INC CL C   2023-01-01 2024-09-19
210 SHARES OF BROADCOM INC   2024-01-01 2024-09-19
29 SHARES OF METTLER TOLEDO INTERNATIONAL COM   2023-01-01 2024-09-19
325 SHARES OF WALT DISNEY CO   2023-01-01 2024-09-19
325 SHARES OF WALT DISNEY CO   2024-01-01 2024-09-19
312 SHARES OF APPLE INC   2024-01-01 2024-09-19
312 SHARES OF APPLE INC   2023-01-01 2024-09-19
29203.022 UNITS OF METWEST TOTAL RETURN BOND   2023-01-01 2024-09-19
29203.022 UNITS OF METWEST TOTAL RETURN BOND   2024-01-01 2024-09-19
237 SHARES OF ALPHABET INC CL C   2024-01-01 2024-09-19
29 SHARES OF METTLER TOLEDO INTERNATIONAL COM   2024-01-01 2024-09-19
94 SHARES OF MICROSOFT CORP   2023-01-01 2024-09-19
270 SHARES OF AMAZON.COM INC   2024-01-01 2024-09-19
266 SHARES OF JOHNSON & JOHNSON   2024-01-01 2024-09-19
266 SHARES OF JOHNSON & JOHNSON   2023-01-01 2024-09-19
281 SHARES OF MICROCHIP TECHNOLOGY INC COM   2023-01-01 2024-09-19
67 SHARES OF BROADCOM INC   2023-01-01 2024-09-25
106 SHARES OF NVENT ELECTRIC PLC   2023-01-01 2024-09-25
392 SHARES OF TORONTO-DOMINION BANK   2023-01-01 2024-10-16
392 SHARES OF TORONTO-DOMINION BANK   2024-01-01 2024-10-16
91 SHARES OF BROADCOM INC   2023-01-01 2024-12-17
563 SHARES OF DOW INC   2024-01-01 2024-12-17
563 SHARES OF DOW INC   2023-01-01 2024-12-17
32 SHARES OF TESLA INC.   2024-01-01 2024-04-22
18 SHARES OF ADOBE INC   2024-01-01 2024-04-23
42 SHARES OF ADVANCED MICRO DEVICES INC COM   2023-01-01 2024-04-23
98 SHARES OF AIRBUS SE UNSPOS ADR   2023-01-01 2024-04-23
21 SHARES OF CHUBB LTD   2023-01-01 2024-04-23
21 SHARES OF CHUBB LTD   2024-01-01 2024-04-23
15 SHARES OF ELI LILLY & CO   2023-01-01 2024-04-23
15 SHARES OF MONGODB INC CL A   2023-01-01 2024-04-23
21 SHARES OF ALPHABET INC CL C   2023-01-01 2024-04-30
16 SHARES OF AMAZON.COM INC   2023-01-01 2024-04-30
4 SHARES OF NVIDIA CORP COM   2023-01-01 2024-04-30
170 SHARES OF SCHLUMBERGER LTD   2024-01-01 2024-05-31
71 SHARES OF LAS VEGAS SANDS CORP   2023-01-01 2024-06-12
55 SHARES OF T-MOBILE US INC   2023-01-01 2024-06-28
56 SHARES OF NIKE INC CL B   2024-01-01 2024-07-01
24 SHARES OF ROSS STORES INC COM   2023-01-01 2024-07-01
111 SHARES OF FORTINET INC   2024-01-01 2024-07-24
11 SHARES OF LAM RESEARCH CORP   2023-01-01 2024-07-26
8 SHARES OF ASML HOLDING N.V. ADR   2023-01-01 2024-09-24
177 SHARES OF NVIDIA CORP COM   2023-01-01 2024-09-24
47 SHARES OF UNITEDHEALTH GROUP INC   2023-01-01 2024-09-24
24 SHARES OF AMAZON.COM INC   2023-01-01 2024-09-30
29 SHARES OF APPLE INC   2023-01-01 2024-09-30
464 SHARES OF RIVIAN AUTOMOTIVE INC CL A   2023-01-01 2024-09-30
70 SHARES OF DOLLAR GENERAL CORPORATION   2024-01-01 2024-10-18
143 SHARES OF AIRBUS SE UNSPOS ADR   2023-01-01 2024-10-23
63 SHARES OF APPLE INC   2023-01-01 2024-12-16
96 SHARES OF UBER TECHNOLOGIES INC   2024-01-01 2024-12-19
10 SHARES OF MESA LABS INC   2023-01-01 2024-01-10
30 SHARES OF MARKETAXESS HOLDINGS INC   2023-01-01 2024-02-08
100 SHARES OF BILL HOLDINGS, INC.   2023-01-01 2024-02-13
79 SHARES OF INTERACTIVE BROKERS GROUP INC   2023-01-01 2024-03-22
75 SHARES OF INTERACTIVE BROKERS GROUP INC   2023-01-01 2024-05-07
13 SHARES OF AAON INC   2023-01-01 2024-05-13
3 SHARES OF ASPEN TECHNOLOGY INC   2023-01-01 2024-05-13
59 SHARES OF RYAN SPECIALTY HOLDINGS, INC.   2023-01-01 2024-06-20
109 SHARES OF BLACKLINE INC   2023-01-01 2024-08-08
620 SHARES OF OLO INC CL A   2023-01-01 2024-08-08
31 SHARES OF RYAN SPECIALTY HOLDINGS, INC.   2023-01-01 2024-08-15
279 SHARES OF MEDIAALPHA INC CL A   2023-01-01 2024-08-27
50 SHARES OF AAON INC   2023-01-01 2024-12-03
190 SHARES OF RYAN SPECIALTY HOLDINGS, INC.   2023-01-01 2024-12-27
6 SHARES OF MERCADOLIBRE INC   2024-01-01 2024-02-13
235 SHARES OF NESTLE SA SPONSORED ADR   2023-01-01 2024-02-16
788 SHARES OF ADYEN NV UNSPONS ADR   2023-01-01 2024-03-15
23 SHARES OF ACCENTURE PLC- CL A   2023-01-01 2014-04-09
15 SHARES OF ASML HOLDING N.V. ADR   2023-01-01 2014-04-09
1256 SHARES OF ATLAS COPCO AB SPONSORED ADR   2023-01-01 2024-04-16
604 SHARES OF ADVANTEST CORP SPONS ADR   2024-01-01 2024-04-23
66 SHARES OF ACCENTURE PLC- CL A   2023-01-01 2024-05-03
66 SHARES OF ACCENTURE PLC- CL A   2024-01-01 2024-05-03
21 SHARES OF AON PLC   2023-01-01 2024-05-30
94 SHARES OF CANADIAN PACIFIC KANSAS CITY   2023-01-01 2024-05-30
3 SHARES OF MERCADOLIBRE INC   2024-01-01 2024-06-07
207 SHARES OF EVOLUTION AB UNSPONS ADR   2023-01-01 2024-06-24
146 SHARES OF THOMSON REUTERS CORP   2023-01-01 2024-07-11
22 SHARES OF ATLASSIAN CORPORATION CL A   2023-01-01 2024-07-25
48 SHARES OF CANADIAN PACIFIC KANSAS CITY   2023-01-01 2024-07-25
14 SHARES OF FERGUSON PLC   2023-01-01 2024-07-25
137 SHARES OF ICICI BANK LIMITED SPONSORED   2023-01-01 2024-07-25
112 SHARES OF BAE SYSTEMS PLC ADR   2023-01-01 2024-07-26
162 SHARES OF LVMH MOET HENNESSY - UNSPON   2023-01-01 2024-07-30
53 SHARES OF ATLASSIAN CORPORATION CL A   2023-01-01 2024-08-14
42 SHARES OF FERGUSON PLC   2023-01-01 2024-09-25
6 SHARES OF MERCADOLIBRE INC   2023-01-01 2024-09-30
16 SHARES OF WASTE CONNECTIONS INC   2023-01-01 2024-09-30
99 SHARES OF CANADIAN PACIFIC KANSAS CITY   2023-01-01 2024-10-02
17 SHARES OF AON PLC   2023-01-01 2024-10-07
22 SHARES OF FERRARI NV   2023-01-01 2024-10-08
440 SHARES OF NU HLDGS LTD CL A   2024-01-01 2024-10-09
160 SHARES OF ICICI BANK LIMITED SPONSORED   2023-01-01 2024-10-10
441 SHARES OF ADYEN NV UNSPONS ADR   2023-01-01 2024-10-14
16 SHARES OF ASM INTERNATIONAL NV SPONS ADR   2023-01-01 2024-11-06
13 SHARES OF AON PLC   2023-01-01 2024-12-04
68 SHARES OF EPAM SYSTEMS INC   2023-01-01 2024-12-10
258 SHARES OF LOREAL SA UNSPONS ADR   2023-01-01 2024-12-10
254 SHARES OF EXPERIAN GROUP LTD-SPON ADR   2023-01-01 2024-12-23
10000 PAR VALUE OF U.S. TREASURY NOTES   2023-01-01 2024-01-03
5000 PAR VALUE OF ZIMMER BIOMET HOLD   2023-01-01 2024-01-03
10000 PAR VALUE OF U.S. TREASURY NOTES   2023-01-01 2024-02-22
10000 PAR VALUE OF U.S. TREASURY NOTES   2023-01-01 2024-03-04
10000 PAR VALUE OF U.S. TREASURY NOTES   2023-01-01 2024-03-04
MATURED 20000 PAR VALUE OF WELLTOWER INC   2023-01-01 2024-03-15
MATURED 20000 PAR VALUE OF CHARLES SCHWAB CORP   2023-01-01 2024-03-18
15000 PAR VALUE OF COMCAST CORP   2023-01-01 2024-04-09
15000 PAR VALUE OF COMCAST CORP   2024-01-01 2024-04-09
15000 PAR VALUE OF COSTCO WHOLESALE CO   2023-01-01 2024-05-07
MATURED 15000 PAR VALUE OF UNITEDHEALTH GROUP   2023-01-01 2024-05-15
MATURED 25000 PAR VALUE OF CATERPILLAR FINL MTN   2023-01-01 2024-05-17
5000 PAR VALUE OF THERMO FISHER   2023-01-01 2024-07-24
25000 PAR VALUE OF U.S. TREASURY NOTES   2023-01-01 2024-08-13
30000 PAR VALUE OF FNMA   2023-01-01 2024-08-22
5000 PAR VALUE OF U.S. TREASURY NOTES   2023-01-01 2024-09-09
5000 PAR VALUE OF U.S. TREASURY NOTES   2023-01-01 2024-09-09
15000 PAR VALUE OF THERMO FISHER   2023-01-01 2024-09-26
20000 PAR VALUE OF ORACLE CORP   2023-01-01 2024-09-27
20000 PAR VALUE OF GOLDMAN SACHS V-Q   2023-01-01 2024-09-29
10000 PAR VALUE OF CANADIAN IMP BK CONV   2023-01-01 2024-10-18
30000 PAR VALUE OF BANK MONT MTN CONV   2023-01-01 2024-10-25
30000 PAR VALUE OF BANK MONT MTN CONV   2024-01-01 2024-10-25
16000 PAR VALUE OF WEC ENERGY GROUP INC   2023-01-01 2024-12-23
WT LONG TERM CAPITAL GAINS DISTRIBUTIONS   2023-01-01 2024-12-31
WT SHORT TERM CAPITAL GAINS DISTRIBUTIONS   2024-01-01 2024-12-31
VANGUARD INST TTL 0870   2023-01-01 2024-12-31
VANGUARD LT CAPITAL GAINS DISTRIBUTIONS   2023-01-01 2024-12-31
(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 10,234   6,397 3,837
b 14,555   8,436 6,119
c 6,483   3,180 3,303
d 248,918     248,918
e 476,977   474,127 2,850
9   11 -2
6,005   4,094 1,911
4,629   2,887 1,742
6,685   5,983 702
6,514   3,252 3,262
5,845   4,763 1,082
4,054   5,015 -961
14,362   3,788 10,574
9,092   14,536 -5,444
8,717   4,691 4,026
22,089   23,407 -1,318
15,138   4,138 11,000
6,043     6,043
29,496   29,172 324
2,215   1,620 595
3,521   3,975 -454
3,093   2,665 428
2,591   2,088 503
3,960   2,824 1,136
3,304   1,892 1,412
2,332   1,770 562
2,016   1,899 117
2,798   1,941 857
2,483   1,615 868
4,124   2,720 1,404
3,740   3,758 -18
2,770   4,622 -1,852
6,072   2,909 3,163
3,104   2,093 1,011
4,310   2,705 1,605
5,599   2,942 2,657
4,624   4,138 486
2,993   1,970 1,023
2,650   2,067 583
2,545   1,429 1,116
3,190   3,377 -187
3,248   3,103 145
1,141   1,121 20
3,735   2,880 855
3,510   3,206 304
4,833   2,962 1,871
6,763   4,386 2,377
4,127   2,549 1,578
1,922   1,653 269
13,805   11,673 2,132
12,453   6,117 6,336
12,457   11,501 956
18,191   11,329 6,862
5,171   3,123 2,048
35,383   15,748 19,635
582   273 309
6,397   2,250 4,147
    10,466 -10,466
15,022   15,089 -67
1,251   263 988
14,282   7,187 7,095
19,878   20,010 -132
    8,895 -8,895
14,447   12,635 1,812
17,488   20,392 -2,904
1,867     1,867
12,026   3,930 8,096
4,831   2,271 2,560
6,412   3,912 2,500
3,740   2,658 1,082
1,623   1,424 199
4,609   3,014 1,595
3,207   1,277 1,930
24,280   21,233 3,047
11,342   3,801 7,541
3,496     3,496
25,312   27,861 -2,549
11,398   6,817 4,581
29,413   9,225 20,188
26,282   26,051 231
65,343   20,579 44,764
27,316   13,875 13,441
18,943     18,943
19,417   18,138 1,279
20,755     20,755
34,443   14,215 20,228
31,972   36,059 -4,087
22,293   21,829 464
29,281   8,860 20,421
28,048   21,670 6,378
24,737     24,737
21,939   22,006 -67
47,360   32,501 14,859
40,045   18,033 22,012
15,306     15,306
28,279   26,862 1,417
281     281
27,975   27,715 260
42,512   20,938 21,574
5,839     5,839
35,405   32,368 3,037
454     454
14,780   10,181 4,599
22,162   21,837 325
28,088   21,907 6,181
31,183   19,497 11,686
34,613   29,880 4,733
25,649   25,200 449
22,753     22,753
57,723   33,927 23,796
17,997     17,997
35,590   28,668 6,922
18,031     18,031
899     899
29,473   29,487 -14
38,235   31,205 7,030
33,347     33,347
3,863     3,863
270,354   267,823 2,531
20,831   19,662 1,169
23,762   21,811 1,951
41,213   13,840 27,373
26,375   25,527 848
37,089   36,869 220
6,736     6,736
22,361   13,757 8,604
11,710   1,763 9,947
7,409   2,770 4,639
    3,526 -3,526
22,057   22,091 -34
21,449   2,395 19,054
22,800   23,061 -261
    7,662 -7,662
4,491   8,172 -3,681
8,458   10,327 -1,869
6,414   2,143 4,271
4,259   2,748 1,511
457     457
4,817   4,502 315
11,129   4,292 6,837
5,398   7,463 -2,065
3,487   1,191 2,296
2,875   1,372 1,503
3,480   993 2,487
7,765   8,465 -700
3,114   4,166 -1,052
9,796   7,711 2,085
4,200   5,285 -1,085
3,476   1,914 1,562
6,339   7,173 -834
9,916   5,215 4,701
6,475   3,513 2,962
20,588   4,395 16,193
27,062   21,512 5,550
4,462   3,278 1,184
6,692   4,675 2,017
5,226   52,981 -47,755
5,645   9,505 -3,860
5,440   4,010 1,430
15,813   6,399 9,414
5,809   6,055 -246
1,024   2,906 -1,882
6,739   6,229 510
6,352   6,970 -618
8,590   3,186 5,404
9,103   2,932 6,171
1,000   290 710
630   548 82
3,259   1,756 1,503
5,539   5,045 494
3,193   4,921 -1,728
2,007   920 1,087
4,843   10,308 -5,465
6,617   1,114 5,503
12,203   5,619 6,584
10,118   9,665 453
25,940   19,499 6,441
12,440   15,596 -3,156
7,672   3,745 3,927
14,942   2,640 12,302
21,011   8,624 12,387
20,722   22,655 -1,933
4,920     4,920
15,036   15,371 -335
5,832   6,601 -769
7,244   4,430 2,814
4,821   4,413 408
21,481   35,290 -13,809
24,278   17,796 6,482
3,958   9,088 -5,130
3,919   2,030 1,889
2,996   2,010 986
3,899   3,117 782
7,290   5,738 1,552
22,728   10,654 12,074
7,606   16,503 -8,897
8,440   6,022 2,418
12,224   8,407 3,817
2,834   2,272 562
8,281   6,648 1,633
5,842   3,479 2,363
10,072   3,712 6,360
5,862   5,032 830
4,682   3,640 1,042
6,603   7,130 -527
8,549   5,144 3,405
4,982   2,660 2,322
16,788   29,218 -12,430
18,695   23,767 -5,072
10,919   6,336 4,583
9,838   9,838 0
4,825   5,000 -175
9,849   10,013 -164
9,801   10,091 -290
9,874   9,874 0
20,000   19,931 69
20,000   19,990 10
341     341
15,076   15,002 74
13,535   15,000 -1,465
15,000   15,001 -1
25,000   24,967 33
4,947   5,000 -53
24,646   24,727 -81
29,035   29,979 -944
4,917   5,010 -93
4,941   4,914 27
14,965   15,000 -35
19,240   20,112 -872
20,000   19,108 892
10,000   9,998 2
236     236
30,118   30,156 -38
13,534   16,024 -2,490
23,443     23,443
110     110
300,000   243,036 56,964
73,948     73,948
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       3,837
b       6,119
c       3,303
d       248,918
e       2,850
      -2
      1,911
      1,742
      702
      3,262
      1,082
      -961
      10,574
      -5,444
      4,026
      -1,318
      11,000
      6,043
      324
      595
      -454
      428
      503
      1,136
      1,412
      562
      117
      857
      868
      1,404
      -18
      -1,852
      3,163
      1,011
      1,605
      2,657
      486
      1,023
      583
      1,116
      -187
      145
      20
      855
      304
      1,871
      2,377
      1,578
      269
      2,132
      6,336
      956
      6,862
      2,048
      19,635
      309
      4,147
      -10,466
      -67
      988
      7,095
      -132
      -8,895
      1,812
      -2,904
      1,867
      8,096
      2,560
      2,500
      1,082
      199
      1,595
      1,930
      3,047
      7,541
      3,496
      -2,549
      4,581
      20,188
      231
      44,764
      13,441
      18,943
      1,279
      20,755
      20,228
      -4,087
      464
      20,421
      6,378
      24,737
      -67
      14,859
      22,012
      15,306
      1,417
      281
      260
      21,574
      5,839
      3,037
      454
      4,599
      325
      6,181
      11,686
      4,733
      449
      22,753
      23,796
      17,997
      6,922
      18,031
      899
      -14
      7,030
      33,347
      3,863
      2,531
      1,169
      1,951
      27,373
      848
      220
      6,736
      8,604
      9,947
      4,639
      -3,526
      -34
      19,054
      -261
      -7,662
      -3,681
      -1,869
      4,271
      1,511
      457
      315
      6,837
      -2,065
      2,296
      1,503
      2,487
      -700
      -1,052
      2,085
      -1,085
      1,562
      -834
      4,701
      2,962
      16,193
      5,550
      1,184
      2,017
      -47,755
      -3,860
      1,430
      9,414
      -246
      -1,882
      510
      -618
      5,404
      6,171
      710
      82
      1,503
      494
      -1,728
      1,087
      -5,465
      5,503
      6,584
      453
      6,441
      -3,156
      3,927
      12,302
      12,387
      -1,933
      4,920
      -335
      -769
      2,814
      408
      -13,809
      6,482
      -5,130
      1,889
      986
      782
      1,552
      12,074
      -8,897
      2,418
      3,817
      562
      1,633
      2,363
      6,360
      830
      1,042
      -527
      3,405
      2,322
      -12,430
      -5,072
      4,583
      0
      -175
      -164
      -290
      0
      69
      10
      341
      74
      -1,465
      -1
      33
      -53
      -81
      -944
      -93
      27
      -35
      -872
      892
      2
      236
      -38
      -2,490
      23,443
      110
      56,964
      73,948
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 1,111,228
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 22,993
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 22,993
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 22,993
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 18,447
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,447
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 50
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 4,596
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 arrow   Refundedright arrow 11  
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowNJ
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrowWILMINGTON TRUST SP SERVICES INC Telephone no.right arrow (302) 651-8300

Located atright arrow1100 NORTH MARKET STREET 4TH FLWILMINGTONDE ZIP+4right arrow19890
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
KEVIN LUING PRESIDENT/TRUSTEE
2.00 		0 0 0
44 RIFLE CAMP ROAD
WOODLAND PARK,NJ07424
RANDY LUING TREASURER/TRUSTEE
2.00 		0 0 0
44 RIFLE CAMP ROAD
WOODLAND PARK,NJ07424
TIMOTHY LUING TRUSTEE
2.00 		0 0 0
44 RIFLE CAMP ROAD
WOODLAND PARK,NJ07424
HEATHER HILL SECRETARY
2.00 		0 0 0
44 RIFLE CAMP ROAD
WOODLAND PARK,NJ07424
ALLISON LUING TRUSTEE
2.00 		0 0 0
44 RIFLE CAMP ROAD
WOODLAND PARK,NJ07424
BRETT LUING TRUSTEE
2.00 		0 0 0
44 RIFLE CAMP ROAD
WOODLAND PARK,NJ07424
COURTNEY LUING TRUSTEE
2.00 		0 0 0
44 RIFLE CAMP ROAD
WOODLAND PARK,NJ07424
DANIELLE LUING TRUSTEE
2.00 		0 0 0
44 RIFLE CAMP ROAD
WOODLAND PARK,NJ07424
KELSEY LUING TRUSTEE
2.00 		0 0 0
44 RIFLE CAMP ROAD
WOODLAND PARK,NJ07424
MAXWELL LUING TRUSTEE
2.00 		0 0 0
44 RIFLE CAMP ROAD
WOODLAND PARK,NJ07424
HEATHER LUING GARRIGAN TRUSTEE
2.00 		0 0 0
44 RIFLE CAMP ROAD
WOODLAND PARK,NJ07424
MATTHEW LUING TRUSTEE (AS OF 6/25/24)
2.00 		0 0 0
44 RIFLE CAMP ROAD
WOODLAND PARK,NJ07424
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
WILMINGTON TRUST INVESTMENT MANAGEMENT & ACCTNG FEES 72,017
1100 N MARKET STREET 4TH FL
WILMINGTON,DE19890
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 arrow0
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
25,336,026
b
Average of monthly cash balances.......................
1b
44,770
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
25,380,796
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
25,380,796
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
380,712
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
25,000,084
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,250,004
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
1,250,004
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
22,993
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
22,993
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,227,011
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,227,011
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
1,227,011
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
1,098,226
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,098,226
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 1,227,011
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,086,977
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,098,226
a Applied to 2023, but not more than line 2a 1,086,977
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..... 11,249
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		1,215,762
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....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
RANDY LUING
44 RIFLE CAMP ROAD
WOODLAND PARK,NJ07424
(201) 291-1111
bThe form in which applications should be submitted and information and materials they should include:
LETTER CONTAINING STATEMENT OF PROGRAM AND AMOUNT OF FUNDING REQUESTED.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
CURRENTLY LIMITED TO MEDICAL, EDUCATIONAL, AND COMMUNITY PROGRAMS. NO GRANTS WILL BE MADE TO INDIVIDUALS.
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

ALS ASSOCIATION

GIFT PROCESSING CENTER PO BOX 37022
BOONE,IA50037 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 20,000

ALS THERAPY DEVELOPMENT INSTITUTE

480 ARSENAL STREET SUITE 201
WATERTOWN,MA02472 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 10,000

ALZHEIMER'S ASSOCIATION

425 EAGLE ROCK AVENUE SUITE 203
ROSELAND,NJ07068 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 25,000

AMERICAN RED CROSS

PO BOX 37839
BOONE,IA500370839 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 10,000

AMERICARES

88 HAMILTON AVENUE
STAMFORD,CT06902 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 10,000

BIG BROTHERS BIG SISTERS OF COASTAL & NORTHERN NEW JERSEY INC

305 BOND STREET 2ND FLOOR
ASBURY PARK,NJ07712 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 5,000

BIG BROTHERS BIG SISTERS OF ESSEX HUDSON AND UNION COUNTIES NJ INC

550 BROAD STREET FLOOR 2
NEWARK,NJ07102 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 5,000

BIG BROTHERS BIG SISTERS OF NEW YORK CITY

40 RECTOR STREET 11TH FLOOR
NEW YORK,NY10006 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 10,000

BOYS & GIRLS CLUBS IN NEW JERSEY

822 CLIFTON AVENUE 2ND FLOOR
CLIFTON,NJ07013 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 25,000

BRAVER ANGELS INC

733 THIRD AVE 16TH FLOOR
NEW YORK,NY10017 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 5,000

BREAKTHROUGH T1D (FORMERLY JDRF)

CDS GLOBAL 2005 LAKEWOOD DRIVE
BOONE,IA50036 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 25,000

BROADWAY CARESEQUITY FIGHTS AIDS

165 WEST 46TH STREET SUITE 1300
NEW YORK,NY10036 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 25,000

CANCER RESEARCH INSTITUTE INC

29 BROADWAY FLOOR 4
NEW YORK,NY10006 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 25,000

CAPE REGIONAL FOUNDATION

TWO STONE HARBOR BLVD
CAPE MAY COURT HOUSE,NJ08210 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 500,000

CELIAC DISEASE FOUNDATION

5850 CANOGA AVENUE 4TH FLOOR
WOODLAND HILLS,CA91367 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 10,000

CENTRAL PARK CONSERVANCY

14 EAST 60TH STREET
NEW YORK,NY10022 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 10,000

COMMUNITY FOOD BANK OF NEW JERSEY INC

31 EVANS TERMINAL
HILLSIDE,NJ07205 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 50,000

COVENANT HOUSE NEW JERSEY INC

330 WASHINGTON STREET
NEWARK,NJ07102 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 25,000

FAMILY PROMISE OF CAPE MAY COUNTY

505 TOWN BANK ROAD
N CAPE MAY,NJ08204 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 5,000

FOOD BANK FOR NEW YORK CITY

39 BROADWAY 10TH FLOOR
NEW YORK,NY10006 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 50,000

HABITAT FOR HUMANITY NEW YORK CITY

111 JOHN STREET 23RD FLOOR
NEW YORK,NY10038 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 10,000

HABITAT FOR HUMANITY NEWARK INC

PO BOX 32189
NEWARK,NJ07102 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 10,000

HEARING HEALTH FOUNDATION

575 EIGHT AVENUE 1201
NEW YORK,NY10018 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 10,000

INTERNATIONAL COMMITTEE OF THE RED CROSS

19 AVENUE DE LA PAIX
GENEVA    
SZ 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 15,000

JOHNS HOPKINS HOSPITAL

1830 E MONUMENT STREET SUITE 9026
BALTIMORE,MD21287 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 25,000

MAKE-A-WISH FOUNDATION OF METRO NEW YORK INC

500 FIFTH AVENUE 29TH FLOOR
NEW YORK,NY10110 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 25,000

NATIONAL MS SOCIETY

ASPEN CORPORATE PARK 11480 U S
HIGHWAY 9 NORTH SUITE 301
WOODBRIDGE,NJ07095 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 25,000

NATURAL RESOURCES DEFENSE COUNCIL

40 WEST 20TH STREET 11TH FLOOR
NEW YORK,NY10011 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 5,000

NORTH JERSEY VILLAGES INC

233 ROCK ROAD
GLEN ROCK,NJ07452 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 10,000

PEDAL THE CAUSE

8410 SOLUTIONS CENTER
CHICAGO,IL606778004 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 500

PULMONARY FIBROSIS FOUNDATION

230 EAST OHIO STREET SUITE 304
CHICAGO,IL606113201 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 25,000

SEEING EYE INC

PO BOX 375
MORRISTOWN,NJ079630375 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 5,000

SIERRA CLUB FOUNDATION

2101 WEBSTER STREET
OAKLAND,CA94612 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 10,000

STONE HARBOR FIRE DEPARTMENT

PO BOX 539
STONE HARBOR,NJ08247 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 1,000

STONEWALL COMMUNITY FOUNDATION

231 WEST 29TH STREET ROOM 205
NEW YORK,NY10001 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 5,000

THE COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA

4 VANDERBILT PARK DRIVE SUITE 300
ASHEVILLE,NC28803 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 10,000

THE ROOTS FUND INCORPORATED

1127 HIGH RIDGE RD 117
STAMFORD,CT06905 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 5,000

THE TREVOR PROJECT

PO BOX 69232
WEST HOLLYWOOD,CA90069 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 10,000

UPLIFTING ATHLETES INC

8 ATKINSON DRIVE UNIT 574
DOYLESTOWN,PA18901 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 1,000

WETLANDS INSTITUTE

1075 STONE HARBOR BOULEVARD
STONE HARBOR,NJ08247 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 10,000

WORLD RESOURCES INSTITUTE

10 G STREET NE SUITE 800
WASHINGTON,DC20002 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 5,000

YOUTHBRIDGE COMMUNITY FOUNDATION

12977 NORTH FORTY DRIVE SUITE 368
ST LOUIS,MO63141 		NONE PUBLIC CHARITY TO SUPPORT CHARITABLE ENDEAVORS 10,000
Total .................................right arrow 3a 1,082,500
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		    14 53,595  
4 Dividends and interest from securities ....     14 559,257  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,111,228  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    01 545  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,724,625 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,724,625
(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.)
1 NOT APPLICABLE
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.
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 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
LARRY L LUING FAMILY FOUNDATION INC
EIN:
22-3564439
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 14,791 0   14,791

TY 2024 InvestmentsCorpBondsSchedule
Name:
LARRY L LUING FAMILY FOUNDATION INC
EIN:
22-3564439
Name of Bond End of Year Book Value End of Year Fair Market Value
PUBLICLY TRADED CORPORATE BONDS 1,428,970 1,396,477

TY 2024 InvestmentsCorpStockSchedule
Name:
LARRY L LUING FAMILY FOUNDATION INC
EIN:
22-3564439
Name of Stock End of Year Book Value End of Year Fair Market Value
PUBLICLY TRADED SECURITIES 17,875,028 22,616,185

TY 2024 InvestmentsGovtObligationsSch
Name:
LARRY L LUING FAMILY FOUNDATION INC
EIN:
22-3564439
US Government Securities - End of Year Book Value:

1,234,340
US Government Securities - End of Year Fair Market Value:

1,195,791
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
LARRY L LUING FAMILY FOUNDATION INC
EIN:
22-3564439
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
OTHER INVESTMENTS AT COST 283,406 277,684

TY 2024 OtherExpensesSchedule
Name:
LARRY L LUING FAMILY FOUNDATION INC
EIN:
22-3564439
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK SERVICE CHARGES 935 0   935


TY 2024 OtherIncomeSchedule2
Name:
LARRY L LUING FAMILY FOUNDATION INC
EIN:
22-3564439
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 545 545 545


TY 2024 OtherProfessionalFeesSchedule
Name:
LARRY L LUING FAMILY FOUNDATION INC
EIN:
22-3564439
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 70,488 70,488   0


TY 2024 SubstantialContributorsSch
Name:
LARRY L LUING FAMILY FOUNDATION INC
EIN:
22-3564439
Name Address
LARRY L LUING REVOCABLE TRUST 44 RIFLE CAMP ROAD
WOODLAND PARK,NJ07424


TY 2024 TaxesSchedule
Name:
LARRY L LUING FAMILY FOUNDATION INC
EIN:
22-3564439
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 9,644 0   0
FORM 990-PF EXCISE TAX 500 0   0