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
NESHOLM FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532 AFT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

94-3055422
B Telephone number (see instructions)

(888) 866-3275
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$77,579,676J 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... 2,566,525 2,566,525  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,830,289
b Gross sales price for all assets on line 6a 35,415,642
7 Capital gain net income (from Part IV, line 2)... 3,830,289
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 6,396,814 6,396,814  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 34,234 0 0 34,234
15 Pension plans, employee benefits....... 10,965 0 0 10,965
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
160,712 87,088   73,624
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
99,088 245   11,543
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy.............. 75,896     75,896
21 Travel, conferences, and meetings....... 3,091 0 0 3,091
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
160,079     160,079
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 545,315 87,333 0 370,682
25 Contributions, gifts, grants paid....... 3,909,104 3,909,104
26 Total expenses and disbursements. Add lines 24 and 25 4,454,419 87,333 0 4,279,786
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,942,395
b Net investment income (if negative, enter -0-) 6,309,481
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............. 1,908 2,225 2,225
2 Savings and temporary cash investments......... 1,362,915 2,795,272 2,795,272
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 531,820 Click to see attachment
List of Attached Documents:
// Content
4,511,155 		4,524,420
b Investments—corporate stock (attach schedule)....... 26,266,386 Click to see attachment
List of Attached Documents:
// Content
22,611,716 		64,436,857
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).......... 5,004,378 Click to see attachment
List of Attached Documents:
// Content
3,274,135 		5,820,902
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) 33,167,407 33,194,503 77,579,676
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) Click to see attachment
List of Attached Documents:
// Content
3,328,790 		Click to see attachment
List of Attached Documents:
// Content
1,416,915
23 Total liabilities (add lines 17 through 22)......... 3,328,790 1,416,915
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........ 29,838,617 31,777,588
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)..... 29,838,617 31,777,588
30 Total liabilities and net assets/fund balances (see instructions). 33,167,407 33,194,503
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
29,838,617
2
Enter amount from Part I, line 27a .....................
2
1,942,395
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,500
4
Add lines 1, 2, and 3 ..........................
4
31,783,512
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
5,924
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
31,777,588
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 1117. AGCO CORP   2023-12-01 2024-02-15
b 1420. AGCO CORP   2023-12-05 2024-02-15
c 3963. AGCO CORP   2023-12-04 2024-02-15
d 15458. AES CORP COM   2023-11-22 2024-11-26
e 4445. AES CORP COM   2024-02-08 2024-11-26
890. AES CORP COM   2023-11-27 2024-11-26
2459. AES CORP COM   2023-11-24 2024-11-26
1430. ADOBE SYS INC   2023-03-21 2024-02-20
64. ALLSTATE CORPORATION   2023-05-22 2024-01-12
455. ALLSTATE CORPORATION   2023-05-22 2024-02-02
219. ALLSTATE CORPORATION   2023-05-23 2024-02-02
1514. AMERICAN INTERNATIONAL GROUP INC   2020-03-20 2024-02-02
1460. AMGEN INC   2024-12-05 2024-12-17
97. ARCHER DANIELS MIDLAND CO   2016-02-23 2024-01-24
929. ARCHER DANIELS MIDLAND CO   2016-01-11 2024-01-24
2126. ARCHER DANIELS MIDLAND CO   2024-02-08 2024-12-05
880. ARCHER DANIELS MIDLAND CO   2023-06-13 2024-12-05
2231. ARCHER DANIELS MIDLAND CO   2022-12-13 2024-12-05
844. ARISTA NETWORKS INC   2022-12-13 2024-03-08
2520. ARISTA NETWORKS INC   2022-12-13 2024-07-11
614. BAXTER INTL INC   2023-11-09 2024-02-02
391. BAXTER INTL INC   2022-11-10 2024-02-02
665. BAXTER INTL INC   2022-09-19 2024-02-02
758. BAXTER INTL INC   2021-11-01 2024-02-02
12170. BILL COM HLDGS INC   2024-02-15 2024-05-08
4210. BIOGEN INC   2024-09-16 2024-12-05
131. BROADCOM INC   2022-12-13 2024-02-15
232. BROADCOM INC   2022-12-13 2024-07-08
91. CIGNA CORP   2020-07-16 2024-02-02
194. CIGNA CORP   2019-01-03 2024-02-02
202. CVS HEALTH CORP   2023-06-08 2024-02-02
355. CVS HEALTH CORP   2020-09-18 2024-02-02
557. CVS HEALTH CORP   2018-03-07 2024-02-02
545. CISCO SYSTEMS INCORPORATED   2020-09-18 2024-02-02
293. CISCO SYSTEMS INCORPORATED   2020-07-16 2024-02-02
1046. CISCO SYSTEMS INCORPORATED   2016-01-11 2024-02-02
320. CISCO SYSTEMS INCORPORATED   2022-12-12 2024-02-14
189. CISCO SYSTEMS INCORPORATED   2016-02-23 2024-02-14
3703. CISCO SYSTEMS INCORPORATED   2016-01-11 2024-02-14
350. CISCO SYSTEMS INCORPORATED   2023-06-13 2024-02-14
951. CISCO SYSTEMS INCORPORATED   2024-02-08 2024-02-14
270. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2020-05-27 2024-02-02
700. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2022-09-19 2024-02-02
87. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2020-05-26 2024-02-02
165. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2020-05-08 2024-02-02
1526. COMCAST CORP NEW CL A   2022-09-19 2024-01-05
366. COMCAST CORP NEW CL A   2022-09-19 2024-01-08
192. CONAGRA BRANDS INC   2021-09-16 2024-02-02
1479. CONAGRA BRANDS INC   2021-09-15 2024-02-02
773. CONAGRA BRANDS INC   2019-09-10 2024-02-02
418. CONAGRA BRANDS INC   2023-11-09 2024-02-02
331. CONAGRA BRANDS INC   2024-01-12 2024-02-02
655. CONOCOPHILLIPS   2020-09-18 2024-02-02
119. CONOCOPHILLIPS   2020-07-16 2024-02-02
1640. CONOCOPHILLIPS   2023-11-22 2024-02-14
1160. CONOCOPHILLIPS   2023-11-22 2024-02-15
487. CONOCOPHILLIPS   2024-02-08 2024-02-15
490. DEXCOM INC   2024-02-15 2024-05-21
6280. DEXCOM INC   2024-02-15 2024-12-05
687. DISNEY (WALT) CO COM STK   2020-04-08 2024-02-02
275. DISNEY (WALT) CO COM STK   2022-04-12 2024-02-02
379. DOLLAR GENERAL CORP   2021-05-10 2024-02-02
133. DOLLAR GENERAL CORP   2023-06-08 2024-02-02
218. DOLLAR GENERAL CORP   2023-10-02 2024-02-02
426. DOLLAR TREE INC   2017-09-05 2024-02-02
196. DOLLAR TREE INC   2020-01-10 2024-02-02
225. DOVER CORP   2021-08-18 2024-02-02
291. DOVER CORP   2021-08-17 2024-02-02
143. DOVER CORP   2021-08-16 2024-02-02
311. DUKE ENERGY CORP   2023-12-21 2024-02-02
406. DUKE ENERGY CORP   2023-12-20 2024-02-02
225. DUKE ENERGY CORP   2023-12-19 2024-02-02
253. DUPONT DE NEMOURS INC   2019-06-21 2024-02-02
444. DUPONT DE NEMOURS INC   2022-09-19 2024-02-02
621. DUPONT DE NEMOURS INC   2020-01-10 2024-02-02
60. EMERSON ELECTRIC CO   2024-02-08 2024-05-10
3590. EMERSON ELECTRIC CO   2023-11-22 2024-05-10
7. EQUITY RESIDENTIAL   2023-11-09 2024-02-02
131. EQUITY RESIDENTIAL   2020-07-16 2024-02-02
85. EQUITY RESIDENTIAL   2020-07-17 2024-02-02
329. EQUITY RESIDENTIAL   2020-05-27 2024-02-02
61. EQUITY RESIDENTIAL   2020-05-26 2024-02-02
417. EQUITY RESIDENTIAL   2018-03-07 2024-02-02
458. EQUITY RESIDENTIAL   2017-01-12 2024-02-02
920. FEDEX CORP   2023-12-11 2024-01-09
1845. FEDEX CORP   2023-12-08 2024-01-09
67. FIDELITY NATL INFORMATION SVCS INC COM   2023-06-08 2024-02-02
111. FIDELITY NATL INFORMATION SVCS INC COM   2023-02-24 2024-02-02
498. FIDELITY NATL INFORMATION SVCS INC COM   2022-04-12 2024-02-02
281. FIDELITY NATL INFORMATION SVCS INC COM   2021-09-14 2024-02-02
45. FIDELITY NATL INFORMATION SVCS INC COM   2021-03-10 2024-02-02
454. FIDELITY NATL INFORMATION SVCS INC COM   2021-03-11 2024-02-02
13504. FORTINET INC   2024-05-08 2024-09-16
2267. GILEAD SCIENCES INC   2023-11-22 2024-02-14
844. GILEAD SCIENCES INC   2024-02-08 2024-02-15
1963. GILEAD SCIENCES INC   2023-11-22 2024-02-15
312. HOLOGIC INC   2022-05-18 2024-02-02
931. HOLOGIC INC   2022-05-17 2024-02-02
275. HONEYWELL INTERNATIONAL INC   2022-04-12 2024-02-02
156. HONEYWELL INTERNATIONAL INC   2020-12-02 2024-02-02
7660. ISHARES RUSSELL 1000 GROWTH   2022-12-08 2024-11-15
700. J P MORGAN CHASE & CO COM   2023-03-21 2024-05-21
521. JOHNSON & JOHNSON   2015-05-15 2024-02-02
8280. KINDER MORGAN INC/DE   2024-02-16 2024-11-05
11276. KINDER MORGAN INC/DE   2024-02-15 2024-11-05
4250. KRAFT HEINZ CO/THE   2024-02-14 2024-11-05
5299. KRAFT HEINZ CO/THE   2024-02-15 2024-11-05
337. LOWES COMPANIES INC   2023-02-16 2024-02-02
48. LOWES COMPANIES INC   2023-02-17 2024-02-02
49. LOWES COMPANIES INC   2023-02-15 2024-02-02
318. MARATHON PETROLEUM CORP   2022-12-13 2024-02-15
131. MARATHON PETROLEUM CORP   2023-06-13 2024-09-16
1569. MARATHON PETROLEUM CORP   2022-12-13 2024-09-16
173. MC DONALDS CORPORATION COMMON   2024-02-08 2024-09-16
1120. MC DONALDS CORPORATION COMMON   2023-08-29 2024-09-16
595. MERCK AND CO INC SHS   2021-06-18 2024-02-02
49. MERCK AND CO INC SHS   2020-05-27 2024-02-02
167. MERCK AND CO INC SHS   2020-05-26 2024-02-02
36. MERCK AND CO INC SHS   2018-03-07 2024-02-02
4450. MONDELEZ INTERNATIONAL INC   2023-08-29 2024-11-05
549. MONDELEZ INTERNATIONAL INC   2024-02-08 2024-11-05
319. MOTOROLA SOLUTIONS INC   2020-10-15 2024-02-02
114. NORTHROP GRUMMAN CORP   2019-01-18 2024-02-02
58. NORTHROP GRUMMAN CORP   2015-05-15 2024-02-02
320. NVIDIA CORP 00   2023-12-01 2024-02-26
98. NVIDIA CORP 00   2023-12-01 2024-03-08
409. NVIDIA CORP 00   2023-12-01 2024-05-23
4622. NVIDIA CORP 00   2023-12-01 2024-07-11
8277. OKTA INC REG SHS CL A   2024-05-08 2024-09-05
913. ORACLE SYS CORP   2017-02-02 2024-02-02
5130. ORACLE SYS CORP   2022-12-12 2024-09-16
1930. PBF ENERGY INC   2023-06-27 2024-02-15
250. PBF ENERGY INC   2023-03-22 2024-02-15
15146. PBF ENERGY INC   2023-03-21 2024-02-15
300. PALO ALTO NETWORKS INC   2022-12-13 2024-05-21
4760. PAYLOCITY HLDG CORP   2023-12-01 2024-09-16
12830. PFIZER INC   2024-09-16 2024-12-05
804. PHILLIPS 66   2022-12-13 2024-02-14
727. PHILLIPS 66   2022-12-13 2024-02-15
609. PHILLIPS 66   2023-06-13 2024-02-15
256. PROCTER & GAMBLE CO   2024-02-08 2024-05-10
2110. PROCTER & GAMBLE CO   2023-11-22 2024-05-10
364. QUEST DIAGNOSTICS INC   2022-12-13 2024-02-14
2428. QUEST DIAGNOSTICS INC   2022-12-13 2024-02-15
1152. QUEST DIAGNOSTICS INC   2022-12-13 2024-02-15
398. QUEST DIAGNOSTICS INC   2022-12-13 2024-02-16
793. QUEST DIAGNOSTICS INC   2024-02-08 2024-02-16
1649. QUEST DIAGNOSTICS INC   2022-12-13 2024-02-20
800. QUEST DIAGNOSTICS INC   2023-06-27 2024-02-20
60. QUEST DIAGNOSTICS INC   2023-01-25 2024-02-20
249. RAYTHEON TECHNOLOGIES   2020-05-26 2024-02-02
156. RAYTHEON TECHNOLOGIES   2023-11-15 2024-02-02
186. RAYTHEON TECHNOLOGIES   2020-05-27 2024-02-02
452.9512 RAYTHEON TECHNOLOGIES   2019-01-18 2024-02-02
36.0488 RAYTHEON TECHNOLOGIES   2015-05-15 2024-02-02
20. SALESFORCE.COM INC COMMON   2023-12-01 2024-05-21
1955. SCHLUMBERGER LTD COM   2023-03-21 2024-02-14
12048. SCHLUMBERGER LTD COM   2022-12-13 2024-02-15
2520. SCHLUMBERGER LTD COM   2023-06-27 2024-02-15
2215. SCHLUMBERGER LTD COM   2023-03-21 2024-02-15
608. SCHLUMBERGER LTD COM   2023-06-13 2024-02-15
1011. SCHLUMBERGER LTD COM   2024-02-08 2024-02-15
4100. SNOWFLAKE INC REG SHS   2023-12-01 2024-09-16
6665. SPLUNK INC   2022-12-13 2024-01-16
150. SPLUNK INC   2023-06-27 2024-01-16
3620. STARBUCKS CORP COM   2023-07-24 2024-11-05
3600. STARBUCKS CORP COM   2023-08-03 2024-11-05
1090. SYNOVUS FINANCIAL CORP   2024-02-22 2024-05-21
582. TJX COMPANIES INCORPORATED NEW   2022-04-12 2024-02-02
436. TJX COMPANIES INCORPORATED NEW   2021-12-17 2024-02-02
5460. TARGET CORP   2024-09-16 2024-12-05
2520. TARGET CORP   2024-09-16 2024-12-05
101. TELEDYNE TECHNOLOGIES INC   2023-09-21 2024-02-02
55. TELEDYNE TECHNOLOGIES INC   2023-09-20 2024-02-02
51. TELEDYNE TECHNOLOGIES INC   2023-09-19 2024-02-02
104. TRAVELERS COS INC/THE   2024-01-08 2024-02-02
374. TRAVELERS COS INC/THE   2024-01-05 2024-02-02
161. TRUIST FINL CORP   2016-02-23 2024-02-02
1185. TRUIST FINL CORP   2016-01-11 2024-02-02
231. TRUIST FINL CORP   2023-06-08 2024-02-02
583. TRUIST FINL CORP   2020-05-27 2024-02-02
246. TRUIST FINL CORP   2020-05-26 2024-02-02
308. US BANCORP DEL NEW   2023-06-08 2024-02-02
967. US BANCORP DEL NEW   2021-04-08 2024-02-02
1141. US BANCORP DEL NEW   2021-04-07 2024-02-02
1305. ULTA SALON COSMETICS &   2022-12-13 2024-11-05
90. ULTA SALON COSMETICS &   2023-06-27 2024-11-05
130. ULTA SALON COSMETICS &   2023-03-30 2024-11-05
722000. U.S. TREASURY BILL   2024-02-08 2024-02-14
302000. U.S. TREASURY BILL   2024-02-08 2024-02-16
401000. U.S. TREASURY BILL   2024-05-03 2024-05-10
1207000. U.S. TREASURY BILL   2024-11-06 2024-11-22
1509000. U.S. TREASURY BILL   2024-10-04 2024-10-16
1020. VALERO ENERGY CORP - NEW   2023-06-27 2024-02-15
5064. VALERO ENERGY CORP - NEW   2022-12-13 2024-02-15
979. VERIZON COMMUNICATIONS   2022-09-19 2024-02-02
833. VERIZON COMMUNICATIONS   2021-09-14 2024-02-02
92. VERIZON COMMUNICATIONS   2020-05-27 2024-02-02
277. VERIZON COMMUNICATIONS   2020-05-26 2024-02-02
331. VERIZON COMMUNICATIONS   2018-03-07 2024-02-02
100. VISA INC   2020-04-16 2024-05-21
5400. TE CONNECTIVITY PLC   2024-02-15 2024-11-05
2861.34 BUNGE GLOBAL SA ACT NOM   2024-03-01 2024-03-01
2936.92 BUNGE GLOBAL SA ACT NOM   2024-06-03 2024-06-03
2936.92 BUNGE GLOBAL SA ACT NOM   2024-09-03 2024-09-03
1389. BUNGE GLOBAL SA ACT NOM   2024-02-08 2024-12-05
2930. BUNGE GLOBAL SA ACT NOM   2023-11-22 2024-12-05
130. TE CONNECTIVITY LTD   2024-02-15 2024-05-21
46. NXP SEMICONDUCTORS N.V.   2024-02-08 2024-02-14
438. NXP SEMICONDUCTORS N.V.   2023-06-27 2024-02-14
1172. NXP SEMICONDUCTORS N.V.   2023-06-27 2024-02-15
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 123,482   131,329 -7,847
b 156,978   163,501 -6,523
c 438,103   463,008 -24,905
d 194,745   260,390 -65,645
e 56,000   71,587 -15,587
11,213   14,997 -3,784
30,979   41,690 -10,711
769,205   533,186 236,019
9,639   7,562 2,077
71,535   53,761 17,774
34,431   25,700 8,731
105,404   29,379 76,025
389,241   401,290 -12,049
5,137   3,249 1,888
49,196   31,819 17,377
111,120   111,466 -346
45,995   65,315 -19,320
116,608   208,643 -92,035
238,185   114,299 123,886
906,907   341,271 565,636
23,755   20,238 3,517
15,128   21,109 -5,981
25,729   38,719 -12,990
29,327   60,214 -30,887
686,243   795,202 -108,959
670,504   838,347 -167,843
165,655   75,322 90,333
403,607   133,394 270,213
29,547   16,388 13,159
62,990   36,265 26,725
14,829   14,478 351
26,060   20,984 5,076
40,889   37,504 3,385
27,272   21,685 5,587
14,662   13,314 1,348
52,342   26,317 26,025
16,069   15,722 347
9,491   4,973 4,518
185,949   93,165 92,784
17,576   17,730 -154
47,755   47,374 381
20,949   14,780 6,169
54,313   44,162 10,151
6,750   4,633 2,117
12,802   9,313 3,489
65,647   52,208 13,439
15,838   12,522 3,316
5,627   6,443 -816
43,349   49,429 -6,080
22,656   22,743 -87
12,251   11,716 535
9,702   9,580 122
72,763   23,454 49,309
13,220   4,946 8,274
180,766   187,882 -7,116
128,895   132,892 -3,997
54,114   55,516 -1,402
63,980   57,538 6,442
496,176   737,425 -241,249
66,398   69,278 -2,880
26,579   36,519 -9,940
51,198   83,585 -32,387
17,967   20,751 -2,784
29,449   22,648 6,801
58,357   35,146 23,211
26,850   17,942 8,908
35,410   38,966 -3,556
45,797   50,159 -4,362
22,505   24,767 -2,262
29,816   29,829 -13
38,924   39,262 -338
21,571   21,798 -227
15,615   19,123 -3,508
27,403   24,504 2,899
38,328   37,658 670
6,939   6,155 784
415,203   318,877 96,326
417   377 40
7,811   7,507 304
5,068   4,862 206
19,616   20,144 -528
3,637   3,662 -25
24,863   23,985 878
27,307   29,206 -1,899
227,743   251,181 -23,438
456,724   502,646 -45,922
4,178   3,669 509
6,922   7,220 -298
31,055   50,839 -19,784
17,523   34,657 -17,134
2,806   6,490 -3,684
28,311   66,728 -38,417
1,029,561   804,533 225,028
165,609   171,149 -5,540
61,920   62,296 -376
144,015   148,198 -4,183
22,457   24,446 -1,989
67,011   73,406 -6,395
53,959   52,783 1,176
30,609   32,411 -1,802
2,998,960   1,730,243 1,268,717
138,856   91,381 47,475
81,489   53,095 28,394
204,707   141,785 62,922
278,778   191,501 87,277
142,304   145,387 -3,083
177,428   185,245 -7,817
73,429   72,185 1,244
10,459   10,131 328
10,677   10,512 165
54,540   35,255 19,285
20,964   14,809 6,155
251,086   173,947 77,139
51,218   50,077 1,141
331,588   316,819 14,769
75,315   45,791 29,524
6,202   3,595 2,607
21,139   12,320 8,819
4,557   1,858 2,699
307,115   317,028 -9,913
37,889   41,098 -3,209
104,183   54,730 49,453
50,648   30,455 20,193
25,768   9,146 16,622
254,188   149,666 104,522
93,616   45,835 47,781
424,544   191,292 233,252
594,315   216,174 378,141
619,249   807,160 -187,911
106,176   36,422 69,754
872,892   414,142 458,750
98,305   78,548 19,757
12,734   10,951 1,783
771,466   648,111 123,355
95,346   48,942 46,404
749,444   759,435 -9,991
328,092   385,618 -57,526
116,609   82,314 34,295
106,397   74,430 31,967
89,128   59,346 29,782
42,703   40,509 2,194
351,966   318,662 33,304
46,461   54,585 -8,124
305,180   362,361 -57,181
144,797   172,754 -27,957
49,596   59,684 -10,088
98,819   100,513 -1,694
204,178   246,101 -41,923
99,056   113,755 -14,699
7,429   8,668 -1,239
22,923   16,032 6,891
14,361   12,595 1,766
17,123   12,385 4,738
41,699   32,079 9,620
3,319   1,659 1,660
5,702   5,205 497
93,089   94,733 -1,644
585,467   612,969 -27,502
122,458   121,283 1,175
107,637   107,332 305
29,545   29,264 281
49,129   47,947 1,182
460,808   758,327 -297,519
1,017,040   608,619 408,421
22,889   15,428 7,461
351,065   372,225 -21,160
349,126   368,743 -19,617
43,762   40,543 3,219
56,745   37,072 19,673
42,510   32,368 10,142
707,172   836,195 -129,023
326,387   385,936 -59,549
43,499   41,818 1,681
23,687   23,220 467
21,965   21,495 470
22,261   19,901 2,360
80,054   72,143 7,911
5,910   5,171 739
43,501   41,051 2,450
8,480   7,669 811
21,402   22,830 -1,428
9,031   8,890 141
12,616   10,192 2,424
39,608   54,775 -15,167
46,735   64,565 -17,830
500,049   611,371 -111,322
34,486   41,273 -6,787
49,813   69,269 -19,456
719,388   719,360 28
301,043   300,896 147
399,337   399,302 35
1,203,160   1,202,766 394
1,503,308   1,503,308  
144,828   117,766 27,062
719,031   613,493 105,538
41,324   40,125 1,199
35,161   45,288 -10,127
3,883   5,024 -1,141
11,692   15,029 -3,337
13,972   16,106 -2,134
27,585   16,329 11,256
802,300   774,370 27,930
2,861   2,861  
2,937   2,937  
2,937   2,937  
119,875   117,457 2,418
252,868   314,334 -61,466
19,750   18,642 1,108
10,763   10,402 361
102,480   86,851 15,629
275,373   232,397 42,976
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
      2,037
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       -7,847
b       -6,523
c       -24,905
d       -65,645
e       -15,587
      -3,784
      -10,711
      236,019
      2,077
      17,774
      8,731
      76,025
      -12,049
      1,888
      17,377
      -346
      -19,320
      -92,035
      123,886
      565,636
      3,517
      -5,981
      -12,990
      -30,887
      -108,959
      -167,843
      90,333
      270,213
      13,159
      26,725
      351
      5,076
      3,385
      5,587
      1,348
      26,025
      347
      4,518
      92,784
      -154
      381
      6,169
      10,151
      2,117
      3,489
      13,439
      3,316
      -816
      -6,080
      -87
      535
      122
      49,309
      8,274
      -7,116
      -3,997
      -1,402
      6,442
      -241,249
      -2,880
      -9,940
      -32,387
      -2,784
      6,801
      23,211
      8,908
      -3,556
      -4,362
      -2,262
      -13
      -338
      -227
      -3,508
      2,899
      670
      784
      96,326
      40
      304
      206
      -528
      -25
      878
      -1,899
      -23,438
      -45,922
      509
      -298
      -19,784
      -17,134
      -3,684
      -38,417
      225,028
      -5,540
      -376
      -4,183
      -1,989
      -6,395
      1,176
      -1,802
      1,268,717
      47,475
      28,394
      62,922
      87,277
      -3,083
      -7,817
      1,244
      328
      165
      19,285
      6,155
      77,139
      1,141
      14,769
      29,524
      2,607
      8,819
      2,699
      -9,913
      -3,209
      49,453
      20,193
      16,622
      104,522
      47,781
      233,252
      378,141
      -187,911
      69,754
      458,750
      19,757
      1,783
      123,355
      46,404
      -9,991
      -57,526
      34,295
      31,967
      29,782
      2,194
      33,304
      -8,124
      -57,181
      -27,957
      -10,088
      -1,694
      -41,923
      -14,699
      -1,239
      6,891
      1,766
      4,738
      9,620
      1,660
      497
      -1,644
      -27,502
      1,175
      305
      281
      1,182
      -297,519
      408,421
      7,461
      -21,160
      -19,617
      3,219
      19,673
      10,142
      -129,023
      -59,549
      1,681
      467
      470
      2,360
      7,911
      739
      2,450
      811
      -1,428
      141
      2,424
      -15,167
      -17,830
      -111,322
      -6,787
      -19,456
      28
      147
      35
      394
       
      27,062
      105,538
      1,199
      -10,127
      -1,141
      -3,337
      -2,134
      11,256
      27,930
       
       
       
      2,418
      -61,466
      1,108
      361
      15,629
      42,976
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 3,830,289
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 87,702
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 87,702
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 87,702
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 112,122
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 112,122
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 24,420
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow24,420 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (888) 866-3275

Located atright arrowPO BOX 1532 AFTPENNINGTONNJ ZIP+4right arrow08534
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
JOHN F NESHOLM PRESIDENT
5 		0    
120 LAKESIDE AVENUE SUITE 340
SEATTLE,WA98122
ERIKA J NESHOLM EXECUTIVE DIRECTOR
20 		0    
120 LAKESIDE AVENUE SUITE 340
SEATTLE,WA98122
KIRSTEN NESHOLM DIRECTOR
3 		0    
120 LAKESIDE AVENUE SUITE 340
SEATTLE,WA98122
CAROL LEWIS VICE PRESIDENT
3 		0    
120 LAKESIDE AVENUE SUITE 340
SEATTLE,WA98122
LAUREL NESHOLM DIRECTOR
3 		0    
120 LAKESIDE AVENUE SUITE 340
SEATTLE,WA98122
MANEESH BATRA TREASURER
3 		0    
120 LAKESIDE AVENUE SUITE 340
SEATTLE,WA98122
JOAQUIN HERNANDEZ SECRETARY
3 		0    
120 LAKESIDE AVENUE SUITE 340
SEATTLE,WA98122
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
BANK OF AMERICA INVESTMENT MANAGER 145,147
PO BOX 1532
PENNINGTON,NJ08534
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
78,023,150
b
Average of monthly cash balances.......................
1b
2,285,518
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
80,308,668
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
80,308,668
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,204,630
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
79,104,038
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,955,202
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
3,955,202
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
87,702
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
87,702
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,867,500
4
Recoveries of amounts treated as qualifying distributions................
4
2,500
5
Add lines 3 and 4............................
5
3,870,000
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
3,870,000
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
4,279,786
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
4,279,786
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 3,870,000
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 3,901,486
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,279,786
a Applied to 2023, but not more than line 2a 3,901,486
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..... 378,300
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 .......... 		3,491,700
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
NESHOLM FAMILY FOUNDATION
120 LAKESIDE AVENUE SUITE 340
SEATTLE,WA98122
(206) 324-3339
bThe form in which applications should be submitted and information and materials they should include:
SEE ATTACHED
cAny submission deadlines:
SEE ATTACHED
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE ATTACHED
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

SEE ATTACHED STATEMENT

SEE ATTACHED STATEMENT
SEE ATTACHED STATEMENT,WA98101 		SEE ATTACHED STATEMENT SEE ATTACHED STATEME SEE ATTACHED STATEMENT 3,909,104
Total .................................right arrow 3a 3,909,104
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 2,566,525  
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 3,830,289  
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) ..   6,396,814  
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,396,814
(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:
NESHOLM FAMILY FOUNDATION
EIN:
94-3055422
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,250     1,250

TY 2024 ContractorCompensationExpln
Name:
NESHOLM FAMILY FOUNDATION
EIN:
94-3055422
Contractor Explanation
BANK OF AMERICA INVESTMENT MANAGEMENT FEES

TY 2024 InvestmentsCorpStockSchedule
Name:
NESHOLM FAMILY FOUNDATION
EIN:
94-3055422
Name of Stock End of Year Book Value End of Year Fair Market Value
666807102 NORTHROP GRUMMAN COR 908,453 886,958
68389X105 ORACLE CORP    
58933Y105 MERCK AND CO INC SHS    
548661107 LOWES COMPANIES INC    
92343V104 VERIZON COMMUNICATIO    
039483102 ARCHER-DANIELS-MIDLA    
126650100 CVS HEALTH CORP    
20825C104 CONOCOPHILLIPS    
17275R102 CISCO SYSTEMS INC    
026874784 AMERICAN INTERNATION    
125523100 CIGNA CORP    
256746108 DOLLAR TREE INC    
855244109 STARBUCKS CORP    
478160104 JOHNSON & JOHNSON    
806857108 SCHLUMBERGER LTD    
92826C839 VISA INC 239,151 939,271
037833100 APPLE INC 672,503 1,431,651
29476L107 EQUITY RESIDENTIAL    
594918104 MICROSOFT CORP COM 242,431 1,455,440
11135F101 BROADCOM INC    
89832Q109 TRUIST FINL CORP    
67066G104 NVIDIA CORP 150,040 430,802
205887102 CONAGRA BRANDS INC    
26614N102 DUPONT DE NEMOURS IN    
192446102 COGNIZANT TECHNOLOGY    
20030N101 COMCAST CORP    
438516106 HONEYWELL INTERNATIO    
79466L302 SALESFORCE COM INC 746,964 959,527
620076307 MOTOROLA SOLUTIONS I    
75513E101 RAYTHEON TECHNOLOGIE    
254687106 WALT DISNEY CO/THE    
256677105 DOLLAR GENERAL CORP    
071813109 BAXTER INTERNATIONAL    
31620M106 FIDELITY NATL INFO S    
872540109 TJX COS INC/THE    
902973304 US BANCORP DEL    
260003108 DOVER CORP    
370334104 GENERAL MILLS INC 459,997 369,292
91913Y100 VALERO ENERGY CORP    
388689101 GRAPHIC PACKAGING HO 248,227 298,706
74460D109 PUBLIC STORAGE 400,211 420,713
56585A102 MARATHON PETROLEUM C    
848637104 SPLUNK INC    
38141G104 GOLDMAN SACHS GROUP 388,680 423,739
718546104 PHILLIPS 66    
90384S303 ULTA SALON COSMETICS    
437076102 HOME DEPOT INC/THE 356,383 400,660
697435105 PALO ALTO NETWORKS I 483,170 1,084,846
852234103 BLOCK INC 900,467 935,740
65339F101 NEXTERA ENERGY INC 399,067 502,619
760759100 REPUBLIC SERVICES IN 286,838 421,673
46625H100 J P MORGAN CHASE & C 877,226 1,593,832
74624M102 PURE STORAGE INC SHS 842,088 1,045,539
74834L100 QUEST DIAGNOSTICS IN    
436440101 HOLOGIC INC    
040413106 ARISTA NETWORKS INC    
001084102 AGCO CORP    
00130H105 AES CORP/VA    
00724F101 ADOBE SYS INC COM    
020002101 ALLSTATE CORP/THE    
05722G100 BAKER HUGHES A GE CO 1,239,675 1,683,953
14040H105 CAPITAL ONE FINANCIA 318,215 531,394
14149Y108 CARDINAL HEALTH INC 872,075 1,323,205
149123101 CATERPILLAR INC 314,566 475,216
172967424 CITIGROUP INC 316,304 494,842
229899109 CULLEN/FROST BANKERS 201,130 272,662
26441C204 DUKE ENERGY CORP    
291011104 EMERSON ELECTRIC CO    
31428X106 FEDEX CORP    
375558103 GILEAD SCIENCES INC    
580135101 MC DONALDS CORPORATI    
609207105 MONDELEZ INTERNATION    
69318G106 PBF ENERGY INC    
70438V106 PAYLOCITY HLDG CORP    
742718109 PROCTER & GAMBLE CO/    
833445109 SNOWFLAKE INC REG SH    
879360105 TELEDYNE TECHNOLOGIE    
949746101 WELLS FARGO & CO NEW 333,827 546,186
G29183103 EATON CORP PLC 318,656 461,299
G5960L103 MEDTRONIC PLC SHS 757,657 758,061
H11356104 BUNGE GLOBAL SA ACT    
N6596X109 NXP SEMICONDUCTORS N    
EMA BALANCE   34,148,006
002824100 ABBOTT LABORATORIES 333,620 333,109
02079K107 ALPHABET INC SHS 853,558 948,201
023135106 AMAZON COM INC 912,517 906,081
040413205 ARISTA NETWORKS INC 148,630 507,554
064058100 BANK OF NEW YORK MEL 427,577 561,627
233331107 DTE ENERGY CO 385,130 379,759
30161N101 EXELON CORP 389,183 381,293
482480100 KLA-TENCOR CORP 846,678 795,211
494368103 KIMBERLY-CLARK CORP 406,382 386,568
579780206 MC CORMICK & CO INC 399,776 391,569
747525103 QUALCOMM INC 385,202 354,862
778296103 ROSS STORES INC 859,817 915,184
81211K100 SEALED AIR CORP 426,001 377,137
816851109 SEMPRA ENERGY 400,753 498,250
87161C501 SYNOVUS FINANCIAL CO 860,083 1,189,253
88579Y101 3M CO 407,967 395,015
90353T100 UBER TECHNOLOGIES IN 894,841 820,352

TY 2024 InvestmentsGovtObligationsSch
Name:
NESHOLM FAMILY FOUNDATION
EIN:
94-3055422
US Government Securities - End of Year Book Value:

4,511,155
US Government Securities - End of Year Fair Market Value:

4,524,420
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 InvestmentsOtherSchedule2
Name:
NESHOLM FAMILY FOUNDATION
EIN:
94-3055422
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ISHARES RUSSELL 1000 AT COST 3,274,135 5,820,902

TY 2024 OtherDecreasesSchedule
Name:
NESHOLM FAMILY FOUNDATION
EIN:
94-3055422
Description Amount
TYE INCOME ADJ 5,177
EXPENSE ADJ 676
SECURITIES ADJ 71


TY 2024 OtherExpensesSchedule
Name:
NESHOLM FAMILY FOUNDATION
EIN:
94-3055422
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INTEREST ON LOC 146,478 0   146,478
OFFICE EXPENSES 4,341 0   4,341
OTHER EXPENSES 9,260 0   9,260


TY 2024 OtherIncreasesSchedule
Name:
NESHOLM FAMILY FOUNDATION
EIN:
94-3055422
Description Amount
RECOVERY 2,500


TY 2024 OtherLiabilitiesSchedule
Name:
NESHOLM FAMILY FOUNDATION
EIN:
94-3055422
Description Beginning of Year - Book Value End of Year - Book Value
LINE OF CREDIT 3,328,790 1,416,915


TY 2024 OtherProfessionalFeesSchedule
Name:
NESHOLM FAMILY FOUNDATION
EIN:
94-3055422
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 145,147 87,088   58,059
GRAYSCALE STUDIOS 11,192     11,192
MARY 'S PLACE 4,373     4,373


TY 2024 TaxesSchedule
Name:
NESHOLM FAMILY FOUNDATION
EIN:
94-3055422
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 245 245   0
FEDERAL ESTIMATES 87,300 0   0
PAYCHECK TPS 11,543 0   11,543