Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE H WINFIELD AND PHYLLIS TUCKER
FAMILY FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)946 F TUCKERTOWN ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WAKEFIELD, RI02879
A Employer identification number

05-0514790
B Telephone number (see instructions)

(401) 294-3100
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$792,520J 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... 15,448 15,448  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,055
b Gross sales price for all assets on line 6a 184,670
7 Capital gain net income (from Part IV, line 2)... 2,055
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).......      
12 Total. Add lines 1 through 11........ 17,503 17,503 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 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
2,650 0 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
5,859 5,859 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
546 546 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,055 6,405 0 0
25 Contributions, gifts, grants paid....... 86,000 86,000
26 Total expenses and disbursements. Add lines 24 and 25 95,055 6,405 0 86,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -77,552
b Net investment income (if negative, enter -0-) 11,098
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............. 138,087 79,793 79,793
2 Savings and temporary cash investments.........      
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)      
b Investments—corporate stock (attach schedule)....... 130,240 Click to see attachment
List of Attached Documents:
// Content
102,154 		178,133
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).......... 453,243 Click to see attachment
List of Attached Documents:
// Content
462,071 		534,594
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) 721,570 644,018 792,520
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 200,000 200,000
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 200,000 200,000
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 521,570 444,018
29 Total net assets or fund balances (see instructions)..... 521,570 444,018
30 Total liabilities and net assets/fund balances (see instructions). 721,570 644,018
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
521,570
2
Enter amount from Part I, line 27a .....................
2
-77,552
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
444,018
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
444,018
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 SPDR BLOOMBERG 1-3 MONTH TB P 2023-08-02 2024-01-02
b SPDR BLOOMBERG 1-3 MONTH TB P 2023-08-02 2024-01-02
c INVESCO OPTIMUM YILED DIVERSIF P 2023-10-05 2024-12-17
d I SHARES INC MSCI JAPAN ETF P 2021-05-03 2024-01-10
e I SHARES INC MSCI JAPAN ETF P 2021-05-03 2024-01-10
WISDOMTREE TRUST JAPN HEDGE EQ P 2021-05-03 2024-01-10
WISDOMTREE TRUST JAPN HEDGE EQ P 2021-08-06 2024-01-10
WISDOMTREE TRUST JAPN HEDGE EQ P 2021-08-06 2024-01-10
ACCENTRUE PLC IRELAND CL A P 2024-03-20 2024-11-01
AIRBNB INC CL A P 2024-07-09 2024-11-01
AIRBNB INC CL A P 2024-07-30 2024-11-01
ARES MANAGEMENT CORP CL A P 2024-10-22 2024-11-01
BUILDERS FIRST SOURCE INC P 2024-04-23 2024-11-01
BUILDERS FIRST SOURCE INC P 2024-04-24 2024-11-01
BUILDERS FIRST SOURCE INC P 2024-05-03 2024-11-01
BUILDERS FIRST SOURCE INC P 2024-10-08 2024-11-01
BUILDERS FIRST SOURCE INC P 2024-10-09 2024-11-01
BUILDERS FIRST SOURCE INC P 2024-07-30 2024-12-13
BUILDERS FIRST SOURCE INC P 2024-08-14 2024-12-18
BUILDERS FIRST SOURCE INC P 2024-07-12 2024-12-19
CBOE GLOBAL MARKETS INC P 2024-11-01 2024-11-08
CBOE GLOBAL MARKETS INC P 2024-11-01 2024-11-11
CBOE GLOBAL MARKETS INC P 2024-11-01 2024-11-12
CBOE GLOBAL MARKETS INC P 2024-11-01 2024-11-13
CBOE GLOBAL MARKETS INC P 2024-11-04 2024-11-13
CBOE GLOBAL MARKETS INC P 2024-11-06 2024-11-13
CHEVRON CORP P 2024-11-01 2024-12-19
CHEVRON CORP P 2024-11-04 2024-12-19
CHEVRON CORP P 2024-11-06 2024-12-19
CHEVRON CORP P 2024-11-11 2024-12-19
CHIPOTLE MEXICAN GRILL INC P 2024-10-18 2024-11-01
CHIPOTLE MEXICAN GRILL INC P 2024-10-22 2024-11-01
CHIPOTLE MEXICAN GRILL INC P 2024-10-30 2024-11-04
CHIPOTLE MEXICAN GRILL INC P 2024-10-30 2024-11-04
CLEAN HARBORS P 2024-09-10 2024-11-01
CLEAN HARBORS P 2024-09-11 2024-11-01
CLEAN HARBORS P 2024-09-12 2024-11-01
ELF BEAUTY INC P 2024-02-05 2024-11-01
ELF BEAUTY INC P 2024-03-12 2024-11-01
ELF BEAUTY INC P 2024-03-20 2024-11-01
ELF BEAUTY INC P 2024-04-02 2024-11-01
ELF BEAUTY INC P 2024-04-09 2024-11-01
ELF BEAUTY INC P 2024-04-23 2024-11-01
ELF BEAUTY INC P 2024-05-03 2024-11-01
ELF BEAUTY INC P 2024-06-11 2024-11-01
ELF BEAUTY INC P 2024-07-11 2024-11-01
ELF BEAUTY INC P 2024-07-16 2024-11-01
ELF BEAUTY INC P 2024-07-23 2024-11-01
ELF BEAUTY INC P 2024-08-20 2024-11-01
FREEPORT-MCMORAN CL-B P 2024-07-02 2024-11-01
IDEXX LABS P 2024-05-09 2024-11-01
IDEXX LABS P 2024-05-10 2024-11-01
IDEXX LABS P 2024-05-13 2024-11-01
IDEXX LABS P 2024-06-18 2024-11-01
JOHNSON & JOHNSON P 2024-11-01 2024-12-16
JOHNSON & JOHNSON P 2024-11-01 2024-12-16
JOHNSON & JOHNSON P 2024-11-04 2024-12-16
JOHNSON & JOHNSON P 2024-11-04 2024-12-16
JOHNSON & JOHNSON P 2024-11-06 2024-12-16
JOHNSON & JOHNSON P 2024-11-06 2024-12-16
JOHNSON & JOHNSON P 2024-11-07 2024-12-16
JOHNSON & JOHNSON P 2024-11-07 2024-12-16
LINDE PLC P 2024-11-01 2024-12-13
LINDE PLC P 2024-11-01 2024-12-16
LINDE PLC P 2024-11-04 2024-12-16
LINDE PLC P 2024-11-06 2024-12-16
MEDTRONIC PLC SHS P 2024-11-01 2024-11-07
MEDTRONIC PLC SHS P 2024-11-04 2024-11-07
MEDTRONIC PLC SHS P 2024-11-01 2024-11-08
MEDTRONIC PLC SHS P 2024-11-01 2024-11-08
MEDTRONIC PLC SHS P 2024-11-04 2024-11-08
MEDTRONIC PLC SHS P 2024-11-06 2024-11-08
MONGODB IN CL A P 2023-12-06 2024-11-01
MONGODB IN CL A P 2024-01-08 2024-11-01
MONGODB IN CL A P 2024-01-09 2024-11-01
MONGODB IN CL A P 2024-03-06 2024-11-01
MONGODB IN CL A P 2024-03-12 2024-11-01
MSCI INC COM P 2024-10-08 2024-11-01
MSCI INC COM P 2024-10-09 2024-11-01
MSCI INC COM P 2024-08-23 2024-11-06
MSCI INC COM P 2024-08-26 2024-11-06
MSCI INC COM P 2024-08-23 2024-12-13
OLD DOMINION FREIGHT LINE P 2024-03-05 2024-03-28
OLD DOMINION FREIGHT LINE P 2024-03-05 2024-11-01
OLD DOMINION FREIGHT LINE P 2024-03-06 2024-11-01
OLD DOMINION FREIGHT LINE P 2024-04-02 2024-11-01
OLD DOMINION FREIGHT LINE P 2024-04-17 2024-11-01
OLD DOMINION FREIGHT LINE P 2024-04-25 2024-11-04
OLD DOMINION FREIGHT LINE P 2024-05-03 2024-11-04
OLD DOMINION FREIGHT LINE P 2024-07-02 2024-11-04
OLD DOMINION FREIGHT LINE P 2024-10-08 2024-11-04
OLD DOMINION FREIGHT LINE P 2024-10-09 2024-11-04
OLD DOMINION FREIGHT LINE P 2024-07-23 2024-12-13
OLD DOMINION FREIGHT LINE P 2024-07-23 2024-12-13
OLD DOMINION FREIGHT LINE P 2024-07-23 2024-12-19
OLD DOMINION FREIGHT LINE P 2024-09-10 2024-12-20
OLD DOMINION FREIGHT LINE P 2024-07-02 2024-12-23
PINTREST INC CL A P 2024-02-15 2024-11-01
PINTREST INC CL A P 2024-07-02 2024-11-01
PINTREST INC CL A P 2024-07-03 2024-11-01
PINTREST INC CL A P 2024-07-16 2024-11-01
PINTREST INC CL A P 2024-07-19 2024-11-01
PINTREST INC CL A P 2024-07-29 2024-11-01
PINTREST INC CL A P 2024-08-06 2024-11-08
SHOPIFY INC P 2024-10-08 2024-11-01
STARBUCKS CORP P 2023-11-28 2024-11-01
TJX COS INC NEW P 2024-10-08 2024-11-04
TKO GROUP HOLDINGS INC CL A P 2024-09-17 2024-11-01
TRACTOR SUPPLY CO P 2024-05-06 2024-11-01
TRACTOR SUPPLY CO P 2024-06-11 2024-11-01
TRACTOR SUPPLY CO P 2024-07-16 2024-11-01
TRACTOR SUPPLY CO P 2024-07-23 2024-11-01
TRACTOR SUPPLY CO P 2024-10-08 2024-11-01
TRACTOR SUPPLY CO P 2024-08-20 2024-11-01
TRACTOR SUPPLY CO P 2024-08-20 2024-11-07
TRACTOR SUPPLY CO P 2024-04-23 2024-11-11
TRACTOR SUPPLY CO P 2024-08-06 2024-11-11
TRACTOR SUPPLY CO P 2024-08-20 2024-11-11
TRACTOR SUPPLY CO P 2024-04-23 2024-11-12
TRACTOR SUPPLY CO P 2024-04-23 2024-11-13
TRACTOR SUPPLY CO P 2024-04-23 2024-11-14
TRACTOR SUPPLY CO P 2024-03-05 2024-12-19
TRACTOR SUPPLY CO P 2024-03-13 2024-12-19
TRACTOR SUPPLY CO P 2024-03-14 2024-12-19
TRACTOR SUPPLY CO P 2024-04-17 2024-12-19
TRACTOR SUPPLY CO P 2024-04-17 2024-12-19
TRACTOR SUPPLY CO P 2024-04-23 2024-12-19
VERIZON COMMUNICATIONS P 2024-11-01 2024-11-07
VERIZON COMMUNICATIONS P 2024-11-04 2024-11-07
VERIZON COMMUNICATIONS P 2024-11-01 2024-11-08
VERIZON COMMUNICATIONS P 2024-11-01 2024-11-08
VERIZON COMMUNICATIONS P 2024-11-04 2024-11-08
VERIZON COMMUNICATIONS P 2024-11-06 2024-11-08
ABBIVE INC COM P 2022-08-30 2024-06-27
ABBIVE INC COM P 2022-09-12 2024-06-27
ABBIVE INC COM P 2023-03-14 2024-06-27
ABBIVE INC COM P 2022-08-30 2024-07-02
ABBIVE INC COM P 2020-05-11 2024-07-11
ABBIVE INC COM P 2022-08-30 2024-07-11
ABBIVE INC COM P 2020-05-11 2024-07-16
ABBIVE INC COM P 2020-05-11 2024-07-23
ABBIVE INC COM P 2020-05-11 2024-07-24
ABBIVE INC COM P 2020-05-11 2024-07-26
ABBIVE INC COM P 2020-05-11 2024-09-17
ABBIVE INC COM P 2020-05-11 2024-10-08
ACCENTURE PLC IRELAND CL A P 2023-01-03 2024-11-01
ACCENTURE PLC IRELAND CL A P 2023-02-15 2024-11-01
ACCENTURE PLC IRELAND CL A P 2023-03-23 2024-11-01
ACCENTURE PLC IRELAND CL A P 2023-04-28 2024-11-01
ACCENTURE PLC IRELAND CL A P 2023-05-02 2024-11-01
ACCENTURE PLC IRELAND CL A P 2023-07-25 2024-11-01
ACCENTURE PLC IRELAND CL A P 2023-08-15 2024-11-01
AIRBNB INC CL A P 2022-04-22 2024-11-01
AIRBNB INC CL A P 2022-04-25 2024-11-01
AIRBNB INC CL A P 2022-05-03 2024-11-01
AIRBNB INC CL A P 2022-05-11 2024-11-01
AIRBNB INC CL A P 2022-05-18 2024-11-01
AIRBNB INC CL A P 2022-07-14 2024-11-01
AIRBNB INC CL A P 2022-09-21 2024-11-01
AIRBNB INC CL A P 2022-11-02 2024-11-01
AIRBNB INC CL A P 2023-05-31 2024-11-01
AUTODESK INC DELEWARE P 2015-11-10 2024-11-01
AUTODESK INC DELEWARE P 2015-11-10 2024-11-01
AUTODESK INC DELEWARE P 2021-01-26 2024-11-01
AUTODESK INC DELEWARE P 2021-01-28 2024-11-01
AUTODESK INC DELEWARE P 2022-08-30 2024-11-01
AUTODESK INC DELEWARE P 2023-10-09 2024-11-01
BIOGEN INC COM P 2015-11-10 2024-02-15
BIOGEN INC COM P 2018-05-02 2024-02-15
BIOGEN INC COM P 2015-11-10 2024-05-03
BIOGEN INC COM P 2015-11-10 2024-07-16
BIOGEN INC COM P 2015-11-10 2024-07-17
BIOGEN INC COM P 2015-11-10 2024-07-24
BIOGEN INC COM P 2015-11-10 2024-09-17
BIOGEN INC COM P 2015-11-10 2024-10-08
BIOGEN INC COM P 2021-01-26 2024-10-08
BIOGEN INC COM P 2021-01-26 2024-10-09
BIOGEN INC COM P 2016-02-03 2024-11-01
BIOGEN INC COM P 2016-12-08 2024-11-01
BIOGEN INC COM P 2021-01-05 2024-11-01
BIOGEN INC COM P 2021-01-26 2024-11-01
BIOGEN INC COM P 2021-01-26 2024-11-01
BROADCOM INC P 2020-03-19 2024-01-02
BROADCOM INC P 2014-10-07 2024-01-16
BROADCOM INC P 2020-03-19 2024-01-16
BROADCOM INC P 2014-10-07 2024-01-30
BROADCOM INC P 2014-10-07 2024-02-27
BROADCOM INC P 2014-10-07 2024-03-04
BROADCOM INC P 2014-10-07 2024-04-17
BROADCOM INC P 2014-10-07 2024-06-18
BROADCOM INC P 2014-10-07 2024-06-25
BROADCOM INC P 2014-10-07 2024-07-15
BROADCOM INC P 2014-10-07 2024-08-14
BROADCOM INC P 2014-10-07 2024-09-24
CHARLES RIVER LABS INTL INC P 2021-10-06 2024-10-08
CHARLES RIVER LABS INTL INC P 2021-10-06 2024-10-09
CHARLES RIVER LABS INTL INC P 2021-10-06 2024-10-22
CHARLES RIVER LABS INTL INC P 2021-10-06 2024-11-01
CHARLES RIVER LABS INTL INC P 2021-11-03 2024-11-01
CHARLES RIVER LABS INTL INC P 2021-11-17 2024-11-01
CHARLES RIVER LABS INTL INC P 2022-01-14 2024-11-01
CHARLES RIVER LABS INTL INC P 2022-02-23 2024-11-01
CHARLES RIVER LABS INTL INC P 2022-04-21 2024-11-01
CHARLES RIVER LABS INTL INC P 2022-08-30 2024-11-01
COMCAST CORP (NEW) CLASS A P 2017-09-15 2024-01-30
COMCAST CORP (NEW) CLASS A P 2017-09-15 2024-03-04
COMCAST CORP (NEW) CLASS A P 2017-09-15 2024-03-12
COMCAST CORP (NEW) CLASS A P 2022-08-30 2024-03-19
COMCAST CORP (NEW) CLASS A P 2022-08-30 2024-03-20
COMCAST CORP (NEW) CLASS A P 2014-10-07 2024-04-09
COMCAST CORP (NEW) CLASS A P 2022-08-30 2024-04-09
COMCAST CORP (NEW) CLASS A P 2014-10-17 2024-06-27
COMCAST CORP (NEW) CLASS A P 2014-10-17 2024-07-02
COMCAST CORP (NEW) CLASS A P 2014-10-17 2024-08-06
COMCAST CORP (NEW) CLASS A P 2014-10-17 2024-09-10
COMCAST CORP (NEW) CLASS A P 2014-10-17 2024-09-17
COMCAST CORP (NEW) CLASS A P 2014-10-17 2024-10-08
CROWDSTRIKE HOLDINGS INC CL A P 2021-11-16 2024-02-27
CROWDSTRIKE HOLDINGS INC CL A P 2021-11-23 2024-02-27
CROWDSTRIKE HOLDINGS INC CL A P 2021-11-23 2024-03-04
CROWDSTRIKE HOLDINGS INC CL A P 2021-12-08 2024-03-04
CROWDSTRIKE HOLDINGS INC CL A P 2021-12-08 2024-07-19
CROWDSTRIKE HOLDINGS INC CL A P 2021-12-08 2024-10-18
CROWDSTRIKE HOLDINGS INC CL A P 2021-12-08 2024-10-22
CROWDSTRIKE HOLDINGS INC CL A P 2021-12-08 2024-10-22
DIAGEO PLC SPON ADR NEW P 2022-06-06 2024-06-27
DIAGEO PLC SPON ADR NEW P 2022-06-07 2024-06-27
DIAGEO PLC SPON ADR NEW P 2022-12-14 2024-06-27
DIAGEO PLC SPON ADR NEW P 2022-12-14 2024-06-27
DIAGEO PLC SPON ADR NEW P 2022-06-07 2024-07-02
DIAGEO PLC SPON ADR NEW P 2022-12-14 2024-07-02
DIAGEO PLC SPON ADR NEW P 2022-06-07 2024-07-16
DIAGEO PLC SPON ADR NEW P 2022-06-08 2024-07-16
DIAGEO PLC SPON ADR NEW P 2022-06-30 2024-07-16
DIAGEO PLC SPON ADR NEW P 2022-07-18 2024-07-16
DIAGEO PLC SPON ADR NEW P 2022-12-15 2024-07-16
DIAGEO PLC SPON ADR NEW P 2023-02-22 2024-07-16
DIAGEO PLC SPON ADR NEW P 2022-06-30 2024-07-17
DIAGEO PLC SPON ADR NEW P 2022-06-30 2024-07-23
DIAGEO PLC SPON ADR NEW P 2022-09-23 2024-07-23
DIAGEO PLC SPON ADR NEW P 2022-10-11 2024-07-23
DOCUSIGN INC P 2021-03-12 2024-11-01
DOCUSIGN INC P 2021-03-15 2024-11-01
DOCUSIGN INC P 2021-05-07 2024-11-01
DOCUSIGN INC P 2021-08-25 2024-11-01
DOCUSIGN INC P 2021-08-26 2024-11-01
DOCUSIGN INC P 2021-09-15 2024-11-01
DOCUSIGN INC P 2021-12-08 2024-11-01
DOCUSIGN INC P 2021-12-15 2024-11-01
DOXIMITY INC CL A P 2022-03-07 2024-11-01
DOXIMITY INC CL A P 2022-03-08 2024-11-01
DOXIMITY INC CL A P 2022-03-09 2024-11-01
DOXIMITY INC CL A P 2022-03-29 2024-11-01
ETSY INC P 2021-11-04 2024-09-10
ETSY INC P 2021-12-08 2024-09-10
ETSY INC P 2021-12-08 2024-09-11
ETSY INC P 2021-12-15 2024-09-11
ETSY INC P 2021-10-12 2024-09-24
ETSY INC P 2021-12-15 2024-09-24
ETSY INC P 2021-10-12 2024-10-08
ETSY INC P 2022-01-06 2024-10-08
ETSY INC P 2022-01-06 2024-10-18
ETSY INC P 2022-01-19 2024-10-18
ETSY INC P 2022-02-11 2024-10-18
ETSY INC P 2022-02-11 2024-10-29
ETSY INC P 2022-03-07 2024-10-29
ETSY INC P 2022-04-14 2024-10-29
ETSY INC P 2022-08-30 2024-10-29
ETSY INC P 2022-08-30 2024-10-30
ETSY INC P 2023-10-09 2024-10-30
GUARDANT HEALTH INC P 2020-02-27 2024-02-06
GUARDANT HEALTH INC P 2020-02-28 2024-02-06
GUARDANT HEALTH INC P 2020-03-04 2024-02-06
GUARDANT HEALTH INC P 2020-03-13 2024-02-06
GUARDANT HEALTH INC P 2021-05-07 2024-02-06
GUARDANT HEALTH INC P 2022-08-30 2024-02-06
HUBSPOT INC P 2021-09-15 2024-11-01
HUBSPOT INC P 2021-09-16 2024-11-01
HUBSPOT INC P 2021-09-29 2024-11-01
HUBSPOT INC P 2021-12-15 2024-11-01
INSULET CORP P 2021-12-17 2024-11-01
INSULET CORP P 2021-12-20 2024-11-01
INSULET CORP P 2022-01-13 2024-11-01
INSULET CORP P 2022-01-14 2024-11-01
INSULET CORP P 2022-04-20 2024-11-01
IONIS PHARMACEUTICALS P 2022-08-30 2024-05-06
IONIS PHARMACEUTICALS P 2021-01-05 2024-05-09
IONIS PHARMACEUTICALS P 2022-08-30 2024-05-09
IONIS PHARMACEUTICALS P 2022-08-30 2024-05-09
IONIS PHARMACEUTICALS P 2022-08-30 2024-05-09
IONIS PHARMACEUTICALS P 2021-01-05 2024-05-13
IONIS PHARMACEUTICALS P 2021-01-05 2024-05-14
IONIS PHARMACEUTICALS P 2014-10-07 2024-06-24
IONIS PHARMACEUTICALS P 2014-10-07 2024-06-25
IONIS PHARMACEUTICALS P 2021-01-05 2024-06-25
IONIS PHARMACEUTICALS P 2022-08-30 2024-06-25
IONIS PHARMACEUTICALS P 2014-10-07 2024-07-11
IONIS PHARMACEUTICALS P 2014-10-07 2024-07-12
IONIS PHARMACEUTICALS P 2014-10-07 2024-11-06
IONIS PHARMACEUTICALS P 2016-02-25 2024-11-14
IONIS PHARMACEUTICALS P 2016-02-25 2024-11-15
JOHNSON STLS INTL PLC P 2015-11-10 2024-04-17
JOHNSON STLS INTL PLC P 2015-11-10 2024-04-25
JOHNSON STLS INTL PLC P 2015-11-10 2024-04-26
LIBERTY BROADBAND CORP S-C P 2014-10-07 2024-01-24
LIBERTY BROADBAND CORP S-C P 2022-08-30 2024-01-25
LIBERTY BROADBAND CORP S-C P 2014-10-07 2024-01-25
LIBERTY BROADBAND CORP S-C P 2022-08-30 2024-01-25
LIBERTY BROADBAND CORP S-C P 2014-10-07 2024-02-06
LIBERTY BROADBAND CORP S-C P 2014-10-07 2024-02-06
LIBERTY BROADBAND CORP S-C P 2014-10-07 2024-02-07
MATCH GROUP INC P 2021-08-04 2024-05-03
MATCH GROUP INC P 2021-08-10 2024-05-03
MATCH GROUP INC P 2021-08-25 2024-05-03
MATCH GROUP INC P 2021-12-15 2024-05-03
MATCH GROUP INC P 2021-12-15 2024-05-08
MATCH GROUP INC P 2022-02-23 2024-05-08
MATCH GROUP INC P 2022-04-25 2024-05-08
MATCH GROUP INC P 2022-04-25 2024-06-11
MATCH GROUP INC P 2022-04-26 2024-06-11
MATCH GROUP INC P 2022-08-30 2024-06-11
MATCH GROUP INC P 2022-08-30 2024-06-12
PINTREST INC CL A P 2023-04-11 2024-11-08
PINTREST INC CL A P 2023-04-12 2024-11-08
PINTREST INC CL A P 2023-04-19 2024-11-08
PINTREST INC CL A P 2023-04-25 2024-11-08
PINTREST INC CL A P 2023-08-29 2024-11-08
SEAGATE TECHNOLOGY HLDINGS PLC P 2015-11-10 2024-04-23
SEAGATE TECHNOLOGY HLDINGS PLC P 2015-11-10 2024-05-03
SEAGATE TECHNOLOGY HLDINGS PLC P 2015-11-10 2024-06-25
SEAGATE TECHNOLOGY HLDINGS PLC P 2015-11-10 2024-07-24
SNOWFLAKE INC CL A P 2022-05-05 2024-11-01
SNOWFLAKE INC CL A P 2022-05-11 2024-11-01
SNOWFLAKE INC CL A P 2022-06-28 2024-11-01
SNOWFLAKE INC CL A P 2002-07-14 2024-11-01
SNOWFLAKE INC CL A P 2022-10-11 2024-11-01
SNOWFLAKE INC CL A P 2022-11-09 2024-11-01
STRARBUCK CORP P 2023-06-14 2024-11-01
STRARBUCK CORP P 2023-06-21 2024-11-01
STRARBUCK CORP P 2023-06-14 2024-11-07
STRARBUCK CORP P 2023-08-15 2024-11-07
STRARBUCK CORP P 2023-08-15 2024-12-19
UNITED HEALTH GP INC P 2014-10-07 2024-04-17
UNITED HEALTH GP INC P 2014-10-07 2024-04-25
UNITED HEALTH GP INC P 2014-10-07 2024-05-03
UNITED HEALTH GP INC P 2014-10-07 2024-05-08
UNITED HEALTH GP INC P 2014-10-07 2024-07-02
UNITED HEALTH GP INC P 2014-10-07 2024-07-29
UNITED HEALTH GP INC P 2014-10-07 2024-08-06
UNITED HEALTH GP INC P 2014-10-07 2024-08-14
UNITED HEALTH GP INC P 2014-10-07 2024-09-17
UNITED HEALTH GP INC P 2014-10-07 2024-09-24
UNITED HEALTH GP INC P 2014-10-07 2024-10-08
UNITED HEALTH GP INC P 2014-10-07 2024-10-18
UNITED HEALTH GP INC P 2014-10-07 2024-10-22
VERTEX PHARMACEUTICALS P 2020-10-15 2024-02-27
VERTEX PHARMACEUTICALS P 2020-10-15 2024-05-06
VERTEX PHARMACEUTICALS P 2020-10-15 2024-05-08
VERTEX PHARMACEUTICALS P 2020-10-15 2024-05-09
VERTEX PHARMACEUTICALS P 2020-10-15 2024-06-11
VERTEX PHARMACEUTICALS P 2020-10-15 2024-07-23
VERTEX PHARMACEUTICALS P 2021-02-22 2024-07-23
VERTEX PHARMACEUTICALS P 2021-02-22 2024-08-06
WARNER BROS DISCOVERY INC SER P 2015-05-12 2024-01-30
WARNER BROS DISCOVERY INC SER P 2015-09-29 2024-01-30
WARNER BROS DISCOVERY INC SER P 2020-05-14 2024-01-30
WARNER BROS DISCOVERY INC SER P 2021-03-30 2024-01-30
WARNER BROS DISCOVERY INC SER P 2021-03-30 2024-01-30
WOLFSPEED INC P 2015-11-10 2024-09-11
WOLFSPEED INC P 2019-08-23 2024-09-11
WOLFSPEED INC P 2019-08-26 2024-09-11
WOLFSPEED INC P 2022-02-11 2024-09-11
WOLFSPEED INC P 2022-07-11 2024-09-11
WOLFSPEED INC P 2022-08-30 2024-09-11
PALO ALTO NETWORKS INC P 2024-11-01 2021-12-16
CINTAS CORP P 2023-10-10 2024-09-12
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 15,557   15,545 12
b 15,557   15,545 12
c 23,744   25,545 -1,801
d 2,282   2,383 -101
e 1,304   1,362 -58
1,389   900 489
6,019   3,950 2,069
4,630   3,038 1,592
159   173 -14
365   415 -50
287   294 -7
112   113 -1
488   531 -43
235   256 -21
226   260 -34
152   172 -20
68   78 -10
74   76 -2
249   251 -2
274   285 -11
33   33 0
32   34 -2
54   57 -3
46   49 -3
5   6 -1
6   6 0
485   524 -39
29   32 -3
18   20 -2
11   12 -1
422   422 0
608   625 -17
70   70 0
416   416 0
206   208 -2
63   63 0
17   17 0
451   711 -260
73   140 -67
188   348 -160
154   266 -112
147   234 -87
62   102 -40
190   286 -96
188   330 -142
133   258 -125
96   169 -73
76   128 -52
287   431 -144
257   274 -17
1,875   2,236 -361
1   2 -1
6   7 -1
344   414 -70
104   115 -11
762   846 -84
5   6 -1
39   43 -4
3   4 -1
24   27 -3
50   54 -4
450   489 -39
109   115 -6
64   69 -5
7   7 0
5   5 0
221   226 -5
19   18 1
18   19 -1
350   360 -10
15   16 -1
16   17 -1
1,125   1,634 -509
271   373 -102
18   25 -7
235   354 -119
437   589 -152
342   352 -10
76   80 -4
1,975   1,985 -10
2   2 0
41   38 3
117   115 2
1,043   1,092 -49
684   737 -53
269   287 -18
303   315 -12
278   269 9
471   429 42
251   224 27
241   243 -2
84   86 -2
8   8 0
256   247 9
71   72 -1
247   256 -9
42   43 -1
340   384 -44
225   303 -78
193   258 -65
257   326 -69
193   245 -52
289   338 -49
422   436 -14
378   396 -18
390   399 -9
434   439 -5
365   372 -7
168   168 0
210   215 -5
279   290 -11
271   272 -1
177   198 -21
132   121 11
23   21 2
63   57 6
156   144 12
56   53 3
19   16 3
6   5 1
4   3 1
196   185 11
680   656 24
284   273 11
      0
366   343 23
130   126 4
281   286 -5
25   24 1
25   26 -1
182   186 -4
3   3 0
15   16 -1
147   118 29
169   142 27
169   153 16
313   256 57
65   32 33
381   306 75
645   322 323
636   309 327
145   70 75
371   168 203
530   231 299
509   222 287
1,039   809 230
346   286 60
693   543 150
346   279 67
346   277 69
647   592 55
511   454 57
271   313 -42
271   315 -44
271   289 -18
542   474 68
542   436 106
406   274 132
542   461 81
271   195 76
655   521 134
7,393   1,617 5,776
20   4 16
574   585 -11
287   288 -1
2,585   1,818 767
616   448 168
316   387 -71
223   274 -51
529   668 -139
333   405 -72
348   417 -69
613   740 -127
163   224 -61
291   436 -145
77   115 -38
49   72 -23
174   248 -74
174   262 -88
868   1,233 -365
228   356 -128
347   539 -192
515   90 425
313   25 288
387   66 321
957   70 887
1,029   70 959
2,098   131 1,967
591   40 551
1,285   63 1,222
269   15 254
124   7 117
1,068   60 1,008
586   30 556
337   730 -393
7   15 -8
374   812 -438
30   67 -37
543   1,163 -620
181   393 -212
181   352 -171
362   572 -210
181   294 -113
543   613 -70
560   443 117
377   332 45
388   332 56
471   396 75
429   360 69
201   132 69
441   396 45
420   290 130
380   263 117
667   450 217
320   215 105
377   252 125
541   348 193
236   190 46
727   517 210
550   401 149
12   8 4
243   167 76
672   451 221
482   326 156
2   1 1
129   188 -59
10   15 -5
113   165 -52
127   188 -61
107   159 -52
16   24 -8
9   12 -3
129   182 -53
359   484 -125
387   526 -139
129   183 -54
129   176 -47
1   1 0
27   36 -9
257   335 -78
257   331 -74
284   842 -558
355   1,086 -731
213   594 -381
284   1,193 -909
71   298 -227
355   1,362 -1,007
568   1,219 -651
213   448 -235
295   369 -74
295   363 -68
84   110 -26
464   568 -104
157   822 -665
116   546 -430
40   190 -150
9   37 -28
175   672 -497
46   186 -140
42   174 -132
180   691 -511
75   283 -208
51   164 -113
65   180 -115
35   106 -71
143   419 -276
48   115 -67
28   59 -31
116   249 -133
131   170 -39
178   621 -443
222   818 -596
222   819 -597
157   469 -312
67   408 -341
200   437 -237
1,143   1,344 -201
1,143   1,393 -250
572   685 -113
1,143   1,390 -247
701   791 -90
234   258 -24
234   245 -11
234   240 -6
234   272 -38
18   29 -11
124   175 -51
40   58 -18
101   169 -68
198   305 -107
5   7 -2
4   6 -2
276   237 39
18   14 4
29   35 -6
94   106 -12
299   236 63
208   165 43
674   666 8
      0
      0
471   283 188
266   157 109
50   29 21
42   26 16
85   111 -26
7   6 1
72   95 -23
167   129 38
252   187 65
105   85 20
195   916 -721
32   140 -108
32   137 -105
147   567 -420
11   45 -34
179   631 -452
130   357 -227
21   53 -32
190   483 -293
71   128 -57
336   606 -270
225   226 -1
84   84 0
253   254 -1
253   250 3
86   84 2
483   205 278
412   174 238
489   175 314
488   164 324
581   830 -249
349   412 -63
465   581 -116
349   438 -89
698   922 -224
581   631 -50
659   668 -9
230   238 -8
211   220 -9
123   128 -5
227   253 -26
1,437   253 1,184
394   67 327
511   88 423
396   67 329
286   49 237
433   65 368
405   60 345
656   96 560
148   22 126
487   72 415
259   38 221
366   55 311
517   77 440
869   437 432
281   151 130
1,010   521 489
56   29 27
317   143 174
189   83 106
4   2 2
594   266 328
30   96 -66
294   777 -483
477   944 -467
233   990 -757
264   1,119 -855
229   735 -506
40   234 -194
63   364 -301
40   480 -440
95   811 -716
24   341 -317
75   69 6
132   81 51
7     7
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       12
b       12
c       -1,801
d       -101
e       -58
      489
      2,069
      1,592
      -14
      -50
      -7
      -1
      -43
      -21
      -34
      -20
      -10
      -2
      -2
      -11
      0
      -2
      -3
      -3
      -1
      0
      -39
      -3
      -2
      -1
      0
      -17
      0
      0
      -2
      0
      0
      -260
      -67
      -160
      -112
      -87
      -40
      -96
      -142
      -125
      -73
      -52
      -144
      -17
      -361
      -1
      -1
      -70
      -11
      -84
      -1
      -4
      -1
      -3
      -4
      -39
      -6
      -5
      0
      0
      -5
      1
      -1
      -10
      -1
      -1
      -509
      -102
      -7
      -119
      -152
      -10
      -4
      -10
      0
      3
      2
      -49
      -53
      -18
      -12
      9
      42
      27
      -2
      -2
      0
      9
      -1
      -9
      -1
      -44
      -78
      -65
      -69
      -52
      -49
      -14
      -18
      -9
      -5
      -7
      0
      -5
      -11
      -1
      -21
      11
      2
      6
      12
      3
      3
      1
      1
      11
      24
      11
      0
      23
      4
      -5
      1
      -1
      -4
      0
      -1
      29
      27
      16
      57
      33
      75
      323
      327
      75
      203
      299
      287
      230
      60
      150
      67
      69
      55
      57
      -42
      -44
      -18
      68
      106
      132
      81
      76
      134
      5,776
      16
      -11
      -1
      767
      168
      -71
      -51
      -139
      -72
      -69
      -127
      -61
      -145
      -38
      -23
      -74
      -88
      -365
      -128
      -192
      425
      288
      321
      887
      959
      1,967
      551
      1,222
      254
      117
      1,008
      556
      -393
      -8
      -438
      -37
      -620
      -212
      -171
      -210
      -113
      -70
      117
      45
      56
      75
      69
      69
      45
      130
      117
      217
      105
      125
      193
      46
      210
      149
      4
      76
      221
      156
      1
      -59
      -5
      -52
      -61
      -52
      -8
      -3
      -53
      -125
      -139
      -54
      -47
      0
      -9
      -78
      -74
      -558
      -731
      -381
      -909
      -227
      -1,007
      -651
      -235
      -74
      -68
      -26
      -104
      -665
      -430
      -150
      -28
      -497
      -140
      -132
      -511
      -208
      -113
      -115
      -71
      -276
      -67
      -31
      -133
      -39
      -443
      -596
      -597
      -312
      -341
      -237
      -201
      -250
      -113
      -247
      -90
      -24
      -11
      -6
      -38
      -11
      -51
      -18
      -68
      -107
      -2
      -2
      39
      4
      -6
      -12
      63
      43
      8
      0
      0
      188
      109
      21
      16
      -26
      1
      -23
      38
      65
      20
      -721
      -108
      -105
      -420
      -34
      -452
      -227
      -32
      -293
      -57
      -270
      -1
      0
      -1
      3
      2
      278
      238
      314
      324
      -249
      -63
      -116
      -89
      -224
      -50
      -9
      -8
      -9
      -5
      -26
      1,184
      327
      423
      329
      237
      368
      345
      560
      126
      415
      221
      311
      440
      432
      130
      489
      27
      174
      106
      2
      328
      -66
      -483
      -467
      -757
      -855
      -506
      -194
      -301
      -440
      -716
      -317
      6
      51
      7
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 2,055
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 -3,504
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) 1 154
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........................... 3 154
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- ..... 5 154
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
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 0
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 9 154
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 arrow
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
 
No
Website addressright arrowN/A
14
The books are in care ofright arrowEVE KEENAN Telephone no.right arrow (401) 783-3972

Located atright arrow946 F TUCKERTOWN ROADWAKEFIELDRI ZIP+4right arrow02879
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
EVE B KEENAN DIRECTOR, TREASURER, PRESIDENT
0.25 		0 0 0
946F TUCKERTOWN ROAD
WAKEFIELD,RI02879
LINDA D TUCKER DIRECTOR, SECRETARY
0.25 		0 0 0
946F TUCKERTOWN ROAD
WAKEFIELD,RI02879
BONNIE T L'ETOILE DIRECTOR, VICE PRESIDENT
0.25 		0 0 0
946F TUCKERTOWN ROAD
WAKEFIELD,RI02879
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 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
757,654
b
Average of monthly cash balances.......................
1b
98,172
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
855,826
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
855,826
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
12,837
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
842,989
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
42,149
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
42,149
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
154
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
154
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
41,995
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
41,995
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
41,995
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
86,000
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
86,000
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 41,995
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 14,145
b From 2020...... 25,354
c From 2021......  
d From 2022......  
e From 2023...... 18,272
f Total of lines 3a through e ........ 57,771
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 86,000
a Applied to 2023, but not more than line 2a 0
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..... 41,995
e Remaining amount distributed out of corpus 44,005
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 5 101,776
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		14,145
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		87,631
10 Analysis of line 9:
a Excess from 2020.... 25,354
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 18,272
e Excess from 2024.... 44,005
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

DOMESTIC VIOLENCE RESOURCE CENTER OF SOUTH COUNTY

61 MAIN STREET
WAKEFIELD,RI02879 		NONE PUBLIC CHARITY FOR ITS GENERAL USES AND PURPOSES 3,000

JONNY CAKE CENTER

1231 KINGSTOWN ROAD
PEACE DALE,RI02879 		NONE PUBLIC CHARITY FOR ITS GENERAL USES AND PURPOSES 60,000

PEACE DALE CONGREGATIONAL CHURCH

261 COLUMBIA STREET
PEACE DALE,RI02879 		NONE PUBLIC CHARITY FOR ITS GENERAL USES AND PURPOSES 10,000

SOUTH COUNTY HEALTH FOUNDATION

100 KENYON AVENUE
WAKEFIELD,RI02879 		NONE PUBLIC CHARITY FOR ITS GENERAL USES AND PURPOSES 1,000

URI FOUNDATION

79 UPPER COLLEGE RD
KINGSTON,RI02881 		NONE PUBLIC CHARITY FOR ITS GENERAL USES AND PURPOSES 5,000

HABITAT FOR HUMANITY

PO BOX 68
SHANNOCK,RI02875 		NONE PUBLIC CHARITY FOR ITS GENERAL USES AND PURPOSES 2,000

RHODE ISLAND COMMUNITY FOOD BANK

200 NIANTIC AVENUE
PROVIDENCE,RI02907 		NONE PUBLIC CHARITY FOR ITS GENERAL USES AND PURPOSES 5,000
Total .................................right arrow 3a 86,000
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 ........... 		         
4 Dividends and interest from securities ....     14 15,448  
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 2,055  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 17,503 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
17,503
(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:
THE H WINFIELD AND PHYLLIS TUCKER
 
FAMILY FOUNDATION INC
EIN:
05-0514790
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 2,650 0 0 0

TY 2024 InvestmentsCorpStockSchedule
Name:
THE H WINFIELD AND PHYLLIS TUCKER
 
FAMILY FOUNDATION INC
EIN:
05-0514790
Name of Stock End of Year Book Value End of Year Fair Market Value
ADOBE INC 125 115
ARES MANAGEMENT CORP CL A 2,884 3,559
BECTON DICKINSON & CO 184 178
GOLDMAN SACHS GRP INC 1,055 1,148
BANK OF NEW YORK MELLON CORP 682 685
HOME DEPOT INC 1,422 1,395
BANK OF AMERICA 1,185 1,231
AUTODESK INC DELAWARE 12 57
AT&T INC 846 854
APPLE INC 776 873
ADVANCED MICRO DEVICES 152 129
ANALOG DEVICES 739 695
AMGEN INC 540 453
BERKSHIRE HATHAWAY CL-B 279 279
HONEYWELL INTL INC 1,162 1,255
AMAZON INC 675 747
ALPHABET INC CL A 1,085 1,158
GENL DYNAMICS CORP 696 621
FREEPORT-MCMORAN INC 1,234 3,503
BLACKSTONE INC 259 264
CROWDSTRIKE HLDGS INC CL A 5,941 12,124
BROADCOM LTD SHS 811 21,371
BUILDERS FIRSTSOURCE INC 377 397
CHENIERE ENERGY INC NEW 253 287
CHUBB LTD 452 445
CINTAS CORP 2,073 2,962
CLEAN HARBORS 1,264 1,310
CME GROUP 468 483
COLGATE PALMOLIVE CO 584 569
COMCAST CORP (NEW) CLASS A 1,736 739
CONSTELLATION ENEGRY GROUP 537 479
HUSBSPOT, INC 3,317 5,574
FISERV INC 170 171
CUMMINS INC 254 268
BLACKROCK INC 1,727 1,768
DELL TECHNOLOGIES INC 390 344
DOCUSIGN INC 461 720
DOLBY CLA A COM STK 1,608 3,593
DOXIMITY INC CL A 1,033 1,708
EATON CORP PLC SHS 480 439
ELI LILLY & CO 327 307
EXXON MOBILE CORP 1,335 1,235
CROWN CASTLE INC 634 544
INSULET CORP 1,126 1,490
TRANE TECHNOLOGIES PLC 566 508
SERVICENOW INC 3,461 6,225
SHERWIN WILLIAMS COMPANY OHIO 834 785
SHOPIFY INC 2,317 3,747
STARBUCKS CORP WASHINGTON 1,247 1,171
TE CONNECTIVITY PLC 4,048 10,008
TESLA 110 176
THERMO FISHER SCIENTIFIC 267 249
TJX COS INC NEW 4,707 6,653
TKO GROUP HOLDINGS INC CL A 2,407 3,537
T-MOBILE US INC COM 589 580
TRANSDIGM GROUP INC 341 329
SEAGATE TECHNOLOGY PLC 638 1,490
UBER TECHNOLOGIES 142 117
UNITEDHEALTH GP INC 1,196 7,151
US BANCORP COM NEW 215 214
VERTEX PHARMACEUTICALS 3,672 12,783
VERTIV HOLDINGS LLC CL A 4,112 5,330
VISA INC CL A 314 334
W W GRAINGER INC 4,472 4,962
WALT DISNEY CO HLDG CO 173 201
WESTERN DIGITAL CORPORATION 1,156 1,761
SEMPRA 556 590
SCHLUMBERGER LTD 327 315
IONIS PHARMACEUTICALS INC 501 524
MICROSOFT CORP 901 920
JOHNSON CTLS INTL PLC 2,843 5,878
JPMORGAN CHASE & CO 1,554 1,651
L3 HARRIS TECHOLOGIES INC COM 2,326 5,678
LIBERTY MEDIA CORP SER A 154 438
LIBERTY MEDIA CORP SER C 1,965 2,884
M&T BANK CORP 513 497
MCDONALDS CORP 360 355
MERCK & CO INC NEW COM 422 412
META PLATFORMS 262 268
SALESFORCE INC 159 181
MONSTER BEVERAGE CORP NEW COM 190 190
MSCI INC COM 782 828
NETFLIX INC 252 295
NEXTRA ENERGY INC 576 532
NIVIDIA CORPORATION 955 938
NORTHOP GRUMMAN CP 476 443
PALO ALTO NETWORKS INC 109 106
PAYLOCITY HOLDINGS CORPORATION 1,132 1,426
PINTEREST INC CL A 1,564 1,837
PROCTER & GAMBLE 1,037 1,056
PROLOGIS INC COM 816 759
ABBVIE 1,088 2,295

TY 2024 InvestmentsOtherSchedule2
Name:
THE H WINFIELD AND PHYLLIS TUCKER
 
FAMILY FOUNDATION INC
EIN:
05-0514790
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ISHARES RUSSELL 1000 VALUE ETF AT COST 62,280 86,549
SPDR GOLD TR GOLD SHS AT COST 43,129 56,247
DBX ETF TR XTRACK MSCI EURP AT COST 7,374 9,066
FT NORTH AMERICAN ENERGY INFRA AT COST 16,125 23,336
GLOBAL X US INF DEV ETF AT COST 8,838 9,199
JPMORGAN ULTRA-SHORT INCOME AT COST 10,257 10,326
JOHN HANCOCK BOND I AT COST 3,777 5,649
ISHARES US TREASURY BOND AT COST 109 115
ISHARES US INFRASTRUCTURE ETF AT COST 1,566 1,546
ISHARES RUSSELL MIDCAP V ETF AT COST 7,229 12,380
ISHARES RUSSELL MIDCAP G ETF AT COST 4,398 9,760
ISHARES RUSSELL 2000 VALUE ETF AT COST 9,513 10,470
ISHARES RUSSELL 2000 GRWTH ETF AT COST 11,223 11,017
WISDOMTREE TRUST JAPN HEDGE EQ AT COST 12,059 22,168
ISHARES RUSSELL 1000 GRW EFT AT COST 29,882 71,481
ISHARES INTL SELECT DIV ETF AT COST 28,485 32,089
ISHARES INC MSCI JAPAN ETF AT COST 5,924 5,838
ISHARES IBOXX INVEST GR COR RD AT COST 5,520 5,556
ISHARES IBOXX HY COR BD ETF AT COST 3,977 3,618
ISHARES EDGE MSCI MIN VOL EMER AT COST 13,142 14,150
ISHARES CORE MSCI EMERGING AT COST 4,661 5,222
ISHARES CORE MSCI EAFE ETF AT COST 28,830 26,988
INVESCO S&P 500 EQUAL WEIGHT E AT COST 18,058 17,523
INVESCO PREM US GOVT MNY INST AT COST 13,751 13,751
SPDR BLOOMBERG 1-3 MONTH T-B AT COST 47,641 182
SPDR S&P 500 ETF TRUST AT COST 491 290
VANGUARD REAL ESTATE ETF AT COST 14,931 13,853
VANGUARD FTSE EUROPE ETF AT COST 22,666 25,515
VANGUARD INTERMEDIATE TERM COR AT COST 3,805 3,777
VANGUARD FTSE DEVELOPED MKTS E AT COST 3,259 3,106
ABRDN SILVER ETF TRUST AT COST 19,171 23,827

TY 2024 OtherProfessionalFeesSchedule
Name:
THE H WINFIELD AND PHYLLIS TUCKER
 
FAMILY FOUNDATION INC
EIN:
05-0514790
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 5,859 5,859 0 0


TY 2024 TaxesSchedule
Name:
THE H WINFIELD AND PHYLLIS TUCKER
 
FAMILY FOUNDATION INC
EIN:
05-0514790
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 546 546 0 0