TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
HIS FIRST FOUNDATION
% JOHN S WIELAND

Number and street (or P.O. box number if mail is not delivered to street address)8901 N INDUSTRIAL ROAD
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
PEORIA, IL61615

A Employer identification number

37-1414330

B Telephone number (see instructions)

(309) 686-4048

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$21,905,157J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	5,450,000
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	713,298		713,298
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		2,084,949
b	Gross sales price for all assets on line 6a 8,033,431
7	Capital gain net income (from Part IV, line 2)...			2,084,949
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........	8,248,247		2,798,247
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	140,860	140,860	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...
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..........	140,860		140,860	0
25	Contributions, gifts, grants paid.......	1,832,500			1,832,500
26	Total expenses and disbursements. Add lines 24 and 25	1,973,360		140,860	1,832,500
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	6,274,887
b	Net investment income (if negative, enter -0-)			2,657,387
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	178,594	857,679	857,679
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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).......	14,238,203	List of Attached Documents: // Content 20,375,815	20,375,815
	c	Investments—corporate bonds (attach schedule).......	483,397	List of Attached Documents: // Content 671,663	671,663
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	14,900,194	21,905,157	21,905,157
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		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	14,900,194	21,905,157
	29	Total net assets or fund balances (see instructions).....	14,900,194	21,905,157
	30	Total liabilities and net assets/fund balances (see instructions).	14,900,194	21,905,157

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

14,900,194

Enter amount from Part I, line 27a .....................

6,274,887

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

730,076

Add lines 1, 2, and 3 ..........................

21,905,157

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

21,905,157

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	PUBLICLY TRADED SECURITIES
b
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	8,033,431	5,948,482	2,084,949
b
c
d
e

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			2,084,949
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	2,084,949
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	36,938
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	36,938
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	36,938
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	7,864
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	5,000
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	12,864
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.......		9	24,074
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

JOHN WIELAND Telephone no. right arrow

(309) 686-4048

Located at right arrow

8901 N INDUSTRIAL ROADPEORIAIL ZIP+4 right arrow

61615

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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 S WIELAND	DIRECTOR 5.00	0	0	0
8901 N INDUSTRIAL ROAD PEORIA,IL61615	DIRECTOR 5.00	0	0	0
JULIE WIELAND	DIRECTOR 5.00	0	0	0
8901 N INDUSTRIAL ROAD PEORIA,IL61615	DIRECTOR 5.00	0	0	0
JENNIFER WIELAND	DIRECTOR 5.00	0	0	0
8901 N INDUSTRIAL ROAD PEORIA,IL61615	DIRECTOR 5.00	0	0	0
RICHARD WIELAND	DIRECTOR 5.00	0	0	0
8901 N INDUSTRIAL ROAD PEORIA,IL61615	DIRECTOR 5.00	0	0	0

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...................				0

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 arrow

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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

18,179,951

Average of monthly cash balances.......................

1,913,005

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

20,092,956

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

20,092,956

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

301,394

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

19,791,562

Minimum investment return. Enter 5% (0.05) of line 5................

989,578

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.)

Minimum investment return from Part IX, line 6..................

989,578

Tax on investment income for 2024 from Part V, line 5 .......

36,938

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

36,938

Distributable amount before adjustments. Subtract line 2c from line 1............

952,640

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

952,640

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

952,640

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

1,832,500

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

1,832,500

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					952,640
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......	207,818
b From 2020......	334,384
c From 2021......	73,371
d From 2022......	1,451,519
e From 2023......	1,077,804
f Total of lines 3a through e ........		3,144,896
4Qualifying distributions for 2024 from Part
XI, line 4: $ 1,832,500
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.....					952,640
e Remaining amount distributed out of corpus		879,860
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		4,024,756
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) ...		207,818
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		3,816,938
10 Analysis of line 9:
a Excess from 2020....	334,384
b Excess from 2021....	73,371
c Excess from 2022....	1,451,519
d Excess from 2023....	1,077,804
e Excess from 2024....	879,860

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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:

JOHN WIELAND
8901 N INDUSTRIAL RD
PEORIA,IL61615
(309) 686-4048

bThe form in which applications should be submitted and information and materials they should include:

WRITTEN LETTER EXPLAINING NEED, AMOUNT REQUESTED AND PURPOSE.

cAny submission deadlines:

NONE

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

FUNDS WILL BE DISTRIBUTED TO THE FOLLOWING GROUPS: 1. FAITH BASED ORGANIZATIONS 2. SECULAR "GOOD WORKS ORGANIZATIONS WHOSE VALUES ALIGN WITH "FOUNDATION" 3. PEOPLE IN NEED SUFFERING BECAUSE OF OUTSIDE CIRCUMSTANCES COMPLETELY OUT OF THEIR CONTROL

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
WTVP 101 STATE STREET PEORIA,IL61602		PC	CHARITABLE	900,000
PATHWAY MINISTRIES 601 SW ADAMS ST PEORIA,IL61602		PC	CHARITABLE	55,000
WPEO 1708 HIGHVIEW ROAD EAST PEORIA,IL61611		PC	CHARITABLE	20,000
CHILD EVANGELISM FELLOWSHIP 17482 STATE HWY M WARRENTON,MO63383		PC	CHARITABLE	90,000
PEORIA RESCUE MINISTRY PO BOX 837 PEORIA,IL61650		PC	CHARITABLE	10,000
GALESBURG CHRISTIAN SCHOOL 1881 E FREMONT ST GALESBURG,IL61401		PC	CHARITABLE	75,000
YOUTH HORIZON 125 S WASHINGTON ST SUITE 200 WICHITA,KS672024705		PC	CHARITABLE	10,000
IRC WICHITAH 420 S EMPORIA SUITE 200 WICHITA,KS67202		PC	CHARITABLE	5,000
LONE PINE MINISTRIES PO BOX 195982 DALLAS,TX75219		PC	CHARITABLE	25,000
PEORIA CHRISTIAN SCHOOL 3506 N CALIFORNIA AVE PEORIA,IL61603		PC	CHARITABLE	190,000
DREAM CENTER PEORIA 714 HAMILTON BLVD PEORIA,IL61603		PC	CHARITABLE	100,000
CITI VISION 401 WEST 205TH STREET NEW YORK,NY10034		PC	CHARITABLE	50,000
CRESCNET PROJECT 8445 KEYSTONE CROSSING STE 105 INDIANAPOLIS,IN46240		PC	CHARITABLE	25,000
HANDS OF LOVE PO BOX 131 WASHINGTON,IL61571		PC	CHARITABLE	20,000
NINETY FIVE NETWORK 2607 WOODRUFF RD SUITE E355 SIMPSONVILLE,SC29681		PC	CHARITABLE	10,000
SALVATION ARMY 401 NE ADAMS ST PEORIA,IL60603		PC	CHARITABLE	30,000
COMMUNITY WORKSHOP TRAINING CENTER 3215 N UNIVERSITY ST PEORIA,IL61604		PC	CHARITABLE	5,000
EPIC 1913 W TOWNLINE RD PEORIA,IL616151621		PC	CHARITABLE	5,000
SOUTH SIDE MISSION 1127 S LARAMIE ST PEORIA,IL61605		PC	CHARITABLE	10,000
CADRE MINISTRY PO BOX 278 SYCAMORE,IL60178		PC	CHARITABLE	5,000
BLACK BUFFALO GLOBAL MISSIONS PO BOX 280 SILVERTON,OR97381		PC	CHARITABLE	10,000
DESTINY FOR WOMEN 2805 N KNOXVILLE AVE PEORIA,IL61604		PC	CHARITABLE	10,000
FRIENDSHIP HOUSE 800 NE MADISON AVE PEORIA,IL61603		PC	CHARITABLE	15,000
BIBLICAL COUNSELING MINISTRY 4616 N WINGOVER CT PEORIA,IL61615		PC	CHARITABLE	5,000
PAACS CHRISTIAN MEDICAL & DENTAL PO BOX 735262 DALLAS,TX753735262		PC	CHARITABLE	10,000
CAMP GOOD NEWS 26010 LIBERTY LANE WASHINGTON,IL61571		PC	CHARITABLE	15,000
ST MARYS SCHOOL OF KICKAPOO 9910 W KNOX ST EDWARDS,IL61528		PC	CHARITABLE	10,000
CRITTENTION CENTER 442 W JOHN H GWYNN JR AVE PEORIA,IL61605		PC	CHARITABLE	5,000
KINGDOM SPORTS 15418 WEIR ST 177 OMAHA,NE68137		PC	CHARITABLE	5,000
HEART OF ILLINOIS YFC 4100 N BRANDYWINE DR PEORIA,IL61614		PC	CHARITABLE	30,000
PEORIA JOB PARTNERSHIP 602 W RICHMOND AVE PEORIA,IL61606		PC	CHARITABLE	30,000
VOICE OF THE MARTYRS 1815 SE BISON RD BARTLESVILLE,OK74006		PC	CHARITABLE	10,000
THE CHRISTIAN CENTER 4100 N BRANDYWINE DR PEORIA,IL61614		PC	CHARITABLE	10,000
JESUS ON LINE PO BOX 1643 HIGLEY,AZ85236		PC	CHARITABLE	10,000
LIFESONG PO BOX 40 202 N FORD ST GRIDLEY,IL61744		PC	CHARITABLE	10,000
IMANI RESCURE CENTER 516 S MAIN ST BELLEVUE,IL61604		PC	CHARITABLE	5,000
GREAT NEWS RADIO PO BOX 550 FISHER,IL61843		PC	CHARITABLE	2,500
Total ................................. 3a				1,832,500

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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	713,298
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	2,084,949
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		2,798,247	0

13Total. Add line 12, columns (b), (d), and (e)..................

2,798,247

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

Name of the organization

HIS FIRST FOUNDATION
% JOHN S WIELAND

Employer identification number

37-1414330

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization HIS FIRST FOUNDATION % JOHN S WIELAND

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	MH LOGISTICS 8901 N INDUSTRIAL RD PEORIA, IL61615	$ 5,450,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 3

Name of organization HIS FIRST FOUNDATION % JOHN S WIELAND		Employer identification number 37-1414330

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 4


Name of organization HIS FIRST FOUNDATION % JOHN S WIELAND			Employer identification number 37-1414330
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

HIS FIRST FOUNDATION

% JOHN S WIELAND

EIN:

37-1414330

Name of Bond	End of Year Book Value	End of Year Fair Market Value
VANGUARD EMERGING MKT GOVT BOND INDEX FUND	128,319	128,319
VICTORY SHORT TERM BOND	294,139	294,139
AMERICAN FUNDS STRATEGIC BOND FUND	76,419	76,419
TCW METROPOLITAN WEST TOTAL RETURN BOND FUND	96,145	96,145
ISHARES TR 7-10 YR TRSY BOND	76,641	76,641

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

HIS FIRST FOUNDATION

% JOHN S WIELAND

EIN:

37-1414330

Name of Stock	End of Year Book Value	End of Year Fair Market Value
AT&T INCORPORATED	227,700	227,700
ABBOTT LABS	169,665	169,665
ABBVIE INCORPORATED	88,850	88,850
ALPHABET INCORPORATED CAP STK CLASS C	190,440	190,440
AMAZON COM INCORPORATED	219,390	219,390
APPLE INCORPORATED	125,210	125,210
BANK AMERICA CORPORATION	43,950	43,950
CATERPILLAR INCORPORATED	90,690	90,690
CHEVRON CORPORATION	86,904	86,904
CHIPOTLE MEXICAN GRILL INC	60,300	60,300
CISCO SYSTEMS INCORPORATED	74,000	74,000
CONOCOPHILLIPS	149,747	149,747
COSTCO WHOLESALE CORPORATION	91,627	91,627
DIAMONDBACK ENERGY INCORPORATED	40,958	40,958
FORTINET INC	70,860	70,860
GOLDMAN SACHS GROUP INCORPORATED	143,155	143,155
HYSTER YALE MATLS HANDLING	254,650	254,650
INTEL CORPORATION	120,300	120,300
INTERNATIONAL BUSINESS MACHINES	65,949	65,949
JPMORGAN CHASE & COMPANY (JPM)	119,855	119,855
ELI LILLY & COMPANY	77,200	77,200
MICROSOFT CORPORATION (MSFT)	126,450	126,450
MONOLITHIC PWR SYSTEMS	118,340	118,340
MORGAN STANLEY COM NEW (MS)	125,720	125,720
NEXTERA ENERGY	107,535	107,535
NVIDIA CORPORATION	201,435	201,435
ORACLE CORPORATION	166,640	166,640
PALO ALTO NETWORKS	181,960	181,960
QUALCOMM INCORPORATED	76,810	76,810
SALESFORCE INCORPORATED	167,165	167,165
SCHLUMBERGER LIMITED COM STK	115,020	115,020
TJX COMPANIES INCORPORATED NEW	120,810	120,810
TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS	78,996	78,996
TESLA INCORPORATED (TSLA)	121,152	121,152
UNITEDHEALTH GROUP INCORPORATED (UNH)	101,172	101,172
VERIZON COMMUNICATIONS	159,960	159,960
VISA INCORPORATED COM	47,406	47,406
WALMART INCORPORATED	54,210	54,210
FIRST TRUST CAPITAL STRENGTH ETF (FTCS)	87,820	87,820
ISHARES TR RUS	60,237	60,237
SPDR S&P 500 ETF (SPY)	293,040	293,040
AMERICAN MUTUAL FUND	333,041	333,041
ARTISAN SMALL CAP FUND	220,462	220,462
DIAMOND HILL LARGE CAP FUND	250,496	250,496
JANUS HENDERSON FORTY FUND	267,921	267,921
JANUS HENDERSON ENTERPRISE FUND	296,767	296,767
LOOMIS SAYLES GROWTH FUND	434,722	434,722
NUANCE MID CAP VALUE FUND	205,420	205,420
PARNASSUS CORE EQUITY FUND	513,425	513,425
T ROWE PRICE SMALL CAP VALUE FUND	363,923	363,923
ISHARES TR CORE S&P SCP ETF	145,523	145,523
ISHARES TR MSCI USA MIN VOL	285,549	285,549
VANGUARD INDEX FUNDS S&P 500 ETF	922,982	922,982
ADVANCED MICRO DEVICES INC	120,789	120,789
ALPHABET INC	284,245	284,245
AMAZON COM INCORPORATED	329,085	329,085
BROADCOM INC	466,513	466,513
CARNIVAL CORP	99,680	99,680
CHEVRON CORP	150,923	150,923
CHIPOTLE MEXICAN GRILL INC	150,750	150,750
CONOCOPHILLIPS	153,714	153,714
ELI LILY AND CO	1,007,672	1,007,672
GENIUS SPORTS LIMITED	86,500	86,500
KBR INC	156,793	156,793
MICROSOFT CORPORATION	253,192	253,192
NIVIDIA CORP	604,361	604,361
TJX COMPANIES INC	182,739	182,739
WYNDHAM HOTELS & RESORTS INC	51,090	51,090
FIDELITY COVINGTON TRUST MSCI HEALTH CARE	326,811	326,811
FIDELITY MSCI CONSUMER STAPLES	149,808	149,808
INVESCO EXCHANGE TRADED FD TR WATER RES	264,353	264,353
INVESCO EXCHANGE TRADED FR TR DYNAMIC SEMICONDUCTORS	312,081	312,081
INVESCO EXCHANGE-TRADED FD TR	264,658	264,658
SCHWAB STRATEGIC TRUST US	430,262	430,262
VANGUARD INDEX TR	126,975	126,975
ARTISAN INTERNATIONAL VALUE	440,619	440,619
DFA US SMALL CAP	173,667	173,667
DODGE AND COX INCOME	680,391	680,391
JPMORGAN US EQUITY	1,250,747	1,250,747
MFS RESEARCH INTERNATIONAL	173,765	173,765
VICTORY SYCAMORE ESTABOLISHED VALUE	463,217	463,217
CARNIVAL CORP	78,498	78,498
HYSTER-YALE MATLS HANDLING INC	257,829	257,829
ARTISAN SMALL CAP FUND	77,627	77,627
DIAMOND HILL LARGE CAP FUND	239,174	239,174
JANUS HENDERSON FORTY FUND	250,435	250,435
JANUS HENDERSON ENTERPRISE FUND	104,498	104,498
MFS NEW DISCOVERY VALUE FUND	129,092	129,092
NUANCE MID CAP VALUE FUND	67,412	67,412
ISHARES TR CORE US AGGBD	153,877	153,877
ISHARES TR CORE S&P SCP ETF	55,882	55,882
VANGUARD INDEX FUNDS S&P 500 ETF	542,582	542,582

- TIN:

TY 2024 OtherIncreasesSchedule

Name:

HIS FIRST FOUNDATION

% JOHN S WIELAND

EIN:

37-1414330

Description	Amount
UNREALIZED GAIN/(LOSS) ON INVESTMENT ASSETS	730,076

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

HIS FIRST FOUNDATION

% JOHN S WIELAND

EIN:

37-1414330

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT FEES	140,860	140,860		0