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
I AM MERCY FOUNDATION
A/K/A I AM THE VINE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)372 EXETER ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HAVERFORD, PA19041
A Employer identification number

87-3403254
B Telephone number (see instructions)

(610) 620-2440
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$411,211,092J 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) 10,000,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 4,446,624 4,445,652  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -3,085,303
b Gross sales price for all assets on line 6a 73,584,818
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-16,700 -51,415  
12 Total. Add lines 1 through 11........ 11,344,621 4,394,237  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
747 187   374
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
691,449 691,449   0
17 Interest............... 17 17   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,544 2,544   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,426 50   4,376
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 699,183 694,247   4,750
25 Contributions, gifts, grants paid....... 16,443,276 14,991,207
26 Total expenses and disbursements. Add lines 24 and 25 17,142,459 694,247   14,995,957
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,797,838
b Net investment income (if negative, enter -0-) 3,699,990
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 11,159,468 1,762,471 1,762,471
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 261,872,917 Click to see attachment
List of Attached Documents:
// Content
318,359,682 		318,359,682
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).......... 76,909,820 Click to see attachment
List of Attached Documents:
// Content
90,539,811 		90,539,811
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
607,746 		Click to see attachment
List of Attached Documents:
// Content
549,128 		Click to see attachment
List of Attached Documents:
// Content
549,128
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 350,549,951 411,211,092 411,211,092
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 31,045,038 32,497,107
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 31,045,038 32,497,107
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 319,504,913 378,713,985
29 Total net assets or fund balances (see instructions)..... 319,504,913 378,713,985
30 Total liabilities and net assets/fund balances (see instructions). 350,549,951 411,211,092
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
319,504,913
2
Enter amount from Part I, line 27a .....................
2
-5,797,838
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
65,006,910
4
Add lines 1, 2, and 3 ..........................
4
378,713,985
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
378,713,985
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 PUBLICLY TRADED SECURITIES      
b NEXETERS, LLC - PASSTHROUGH CAPITAL GAINS D    
c JPM PRIVATE CREDIT SECONDARIES 23 FUND - PASSTHROUGH CAPITAL GAINS P    
d
e
(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 73,470,281   76,670,121 -3,199,840
b 84,536     84,536
c 30,001     30,001
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       -3,199,840
b       84,536
c       30,001
d
e
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 -3,085,303
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 51,430
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 51,430
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 51,430
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 103,132
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 103,132
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 51,702
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow51,702 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowANTOINETTE CINQUINO Telephone no.right arrow (610) 620-2440

Located atright arrow300 FOUR FALLS CORPORATE CENTER STE170CONSHOHOCKENPA ZIP+4right arrow19428
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)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
EDWARD J FITZGERALD III PRESIDENT, SECRETARY, TREASURER & DIRE
10.00 		0 0 0
372 EXETER ROAD
HAVERFORD,PA19041
KATHRYN S FITZGERALD DIRECTOR
10.00 		0 0 0
372 EXETER ROAD
HAVERFORD,PA19041
EDWARD J FITZGERALD IV DIRECTOR
1.00 		0 0 0
372 EXETER ROAD
HAVERFORD,PA19041
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
298,182,541
b
Average of monthly cash balances.......................
1b
1,619,412
c
Fair market value of all other assets (see instructions)................
1c
83,724,816
d
Total (add lines 1a, b, and c).........................
1d
383,526,769
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
383,526,769
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
5,752,902
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
377,773,867
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
18,888,693
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
18,888,693
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
51,430
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
22,375
c
Add lines 2a and 2b............................
2c
73,805
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
18,814,888
4
Recoveries of amounts treated as qualifying distributions................
4
61,387
5
Add lines 3 and 4............................
5
18,876,275
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
18,876,275
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
14,995,957
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
14,995,957
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 18,876,275
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 281,128
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 14,995,957
a Applied to 2023, but not more than line 2a 281,128
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..... 14,714,829
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 .......... 		4,161,446
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
EDWARD J FITZGERALD III
KATHRYN S FITZGERALD
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ALS UNITED MID-ATLANTIC (FORMERLY THE ALS ASSOCIATION PHILADELPHIA CHAPTER)

1015 VIRGINIA DR STE 110
FORT WASHINGTON,PA19034 		N/A PC TO RAISE AWARENESS TO FIND A CURE FOR ALS. 10,000

ASSOCIATION OF NOTRE DAME CLUBS INC - PHILADELPHIA

34 MEADOW CREEK LANE
MALVERN,PA19355 		N/A PC TO SUPPORT THE RACHEL GERNERD PHIGHTING IRISH 5K FUNDRAISER. 2,080

BECKET FUND FOR RELIGIOUS LIBERTY

1919 PENNSYLVANIA AVE NW STE 400
WASHINGTON,DC20006 		N/A PC TO SUPPORT LEGAL ACTIVITIES IN DEFENSE OF RELIGIOUS LIBERTY. 500,000

BROAD STREET MINISTRY

PO BOX 22656
PHILADELPHIA,PA19110 		N/A PC TO EMBRACE THE INDIVIDUAL NEEDS OF OUR MOST VULNERABLE SISTERS AND BROTHERS. 100,000

CARING FOR FRIENDS

12271 TOWNSEND ROAD
PHILADELPHIA,PA19154 		N/A PC TO PROVIDE FOOD AND FRIENDSHIP TO SENIORS, KIDS, ADULTS AND THE HOMELESS. 100,000

CATHOLIC LEADERSHIP INSTITUTE

301 LINDENWOOD DR STE 310
MALVERN,PA19355 		N/A PC TO PROVIDE PASTORAL LEADERSHIP FORMATION AND CONSULTING IN THE ROMAN CATHOLIC CHURCH. 110,445

CONGREGATION OF HOLY CROSS US PROVINCE

PO BOX 1064
NOTRE DAME,IN46556 		N/A PC TO SUPPORT EDUCATORS OF FAITH IN THE FIELDS OF EDUCATION, PARISH AND MISSION. 500,000

CRISTO REY NETWORK

104 S MICHIGAN AVE STE 500
CHICAGO,IL60603 		N/A PC TO SUPPORT PROGRAMS FURTHERING CRISTO REYS CATHOLIC CHARACTER, MISSIONS, AND PROGRAMS. 200,000

FOR PETE'S SAKE CANCER RESPITE FOUNDATION

620 W GERMANTOWN PIKE STE 150
PLYMOUTH MEETING,PA19462 		N/A PC TO SUPPORT RESPITE PROGRAMS FOR CANCER PATIENTS AND THEIR FAMILIES. 25,000

FRANCISCAN UNIVERSITY OF STEUBENVILLE

1235 UNIVERSITY BOULEVARD
STEUBENVILLE,OH43952 		N/A PC TO FUND FRANCISCAN UNIVERSITY MISSION FOR STUDENTS IN WASHINGTON DC. 3,500,000

FRIENDS OF BARZILAI MEDICAL CENTER

104 WEST 40TH ST 9TH FLOOR
NEW YORK,NY10018 		N/A PC TO SUPPORT MEDICAL CARE FOR CIVILIANS AND SOLDIERS AT THE BARZILAI MEDICAL CENTER IN ISRAEL. 10,000

GREATER PHILADELPHIA YMCA

400 FAYETTE STREET STE 250
CONSHOHOCKEN,PA19428 		N/A PC TO PROVIDE FINANCIAL ASSISTANCE FOR FAMILIES TO UTILIZE YMCA PROGRAMS & SERVICES. 5,000

LA FONDITA DE JESUS

PO BOX 19384 FERNANDEZ JUNCOS ST
SAN JUAN   00910
RQ 		N/A PC TO PROVIDE A SUPPORTIVE COMMUNITY TO HOMELESS PEOPLE IN SAN JUAN, PUERTO RICO. 10,000

LEUKEMIA & LYMPHOMA SOCIETY

3 INTERNATIONAL DRIVE STE 200
RYE BROOK,NY10573 		N/A PC TO SUPPORT RESEARCH AND CARE FOR BLOOD CANCER PATIENTS. 1,000

LIVE VERTICAL

110A BALTIMORE PIKE 316
SPRINGFIELD,PA19064 		N/A PC TO CREATE CULTURES OF EVANGELIZATION AND MISSIONARY DISCIPLESHIP IN CATHOLIC SCHOOLS. 100,000

LUMIND IDSC FOUNDATION

1155 15TH STREET NW STE 540
WASHINGTON,DC20005 		N/A PC TO PROVIDE IMPROVED HEALTH, INDEPENDENCE & OPPORTUNITIES TO THE DOWN SYNDROME COMMUNITY. 1,023

METRODORA FOUNDATION

3535 S MARKET ST STE 900
WEST VALLEY CITY,UT84119 		N/A PC TO ADVANCE CARE AND ACCELERATE CURES FOR PATIENTS WITH CHRONIC, MULTISYSTEM DISORDERS. 50,000

MONASTERO DEI SANTI DOMENICO E SISTO

VIA ALBERTO CADLOLO NO 51
ROME   00136
IT 		N/A NC TO SUPPORT RELIGIOUS ACTIVITIES. 25,000

OUR HOUSE MINISTRIES

1441 SOUTH 29TH STREET
PHILADELPHIA,PA19146 		N/A PC TO FUND THE PRODUCTION AND DISTRIBUTION OF VENERABLE MATT TALBOT DOCUMENTARY FILM. 50,000

PHILADELPHIA INDEPENDENCE MISSION SCHOOLS

1012 W THOMPSON STREET
PHILADELPHIA,PA19122 		N/A PC TO PROVIDE SUPPORT TO A NETWORK OF CATHOLIC ELEMENTARY SCHOOLS IN PHILADELPHIA. 1,000,000

PLATFORM FOR SOCIAL IMPACT PUERTO RICO

PO BOX 79526
CAROLINA   00984
RQ 		N/A PC TO SUPPORT THE DEVELOPMENT, WELLBEING, AND OPPORTUNITIES TO SUCCEED FOR CHILDREN. 400,000

PROJECT HOME

1515 FAIRMOUNT AVENUE
PHILADELPHIA,PA19130 		N/A PC TO BREAK THE CYCLE OF HOMELESSNESS AND POVERTY IN PHILADELPHIA. 1,709,239

RC ACTIVITIES INC

8 CHIPMUNK LANE
MEDIA,PA19063 		N/A PC TO DEVELOP AND OFFER PROGRAMS AND RESOURCES BASED ON GOSPEL VALUES. 25,000

SAINT CHARLES BORROMEO SEMINARY

100 EAST WYNNEWOOD ROAD
WYNNEWOOD,PA19096 		N/A PC TO SUPPORT ONGOING ACADEMIC AND PASTORAL PROGRAMS TO PRIESTS, DEACONS, RELIGIOUS AND LAITY. 1,000,000

SAINT DENIS CATHOLIC CHURCH

2401 SAINT DENIS LANE
HAVERTOWN,PA19083 		N/A PC TO SUPPORT RELIGIOUS ACTIVITIES. 2,156,666

SAINT JOHN NEUMANN PARISH

380 HIGHLAND LN
BRYN MAWR,PA19010 		N/A PC TO SUPPORT RELIGIOUS ACTIVITIES. 106,200

SISTERS OF MARY WORLD VILLAGES FOR CHILDREN

4200 PARLIAMENT PLACE STE 230
LANHAM,MD20706 		N/A PC TO PROVIDE FOOD, SHELTER, MEDICAL CARE AND EDUCATION TO NEEDY INTERNATIONAL CHILDREN. 189,792

ST CHRISTOPHERS HOSPITAL FOR CHILDREN

160 EAST ERIE AVENUE
PHILADELPHIA,PA19134 		N/A PC TO SUPPORT THE HEALTH NEEDS OF CHILDREN THROUGH CLINICAL CARE, OUTREACH, RESEARCH, AND EDUCATION. 100,000

THE CATHOLIC FOUNDATION OF GREATER PHILADELPHIA

2133 ARCH STREET STE 400
PHILADELPHIA,PA19103 		N/A PC TO SUPPORT THE LITTLE SISTERS OF THE POOR HOLY FAMILY HOME PROGRAM FUND. 500,000

THE CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION

3401 CIVIC CENTER BLVD
PHILADELPHIA,PA19104 		N/A PC TO SUPPORT THE MATTHEW HOUDER ENDOWED FUND FOR SPINE DISORDER RESEARCH. 10,000

THE EHLERS-DANOS SOCIETY

447 BROADWAY 2ND FLOOR 670
NEW YORK,NY10013 		N/A PC TO SUPPORT THE STUDY OF EHLERS-DANLOS SYNDROME & DEVELOPMENT OF PERSONALIZED THERAPEUTIC SOLUTIONS 222,094

THE PAPAL FOUNDATION

2501 SEAPORT DRIVE STE SH300
CHESTER,PA19013 		N/A PC TO FUND CHARITABLE PROJECTS SUPPORTING THE PHILANTHROPIC PRIORITIES OF THE CATHOLIC CHURCH. 350,000

THE ROCK SCHOOL FOR DANCE EDUCATION

1101 SOUTH BROAD STREET
PHILADELPHIA,PA19147 		N/A PC TO MAKE ARTS EDUCATION AVAILABLE TO ECONOMICALLY DISADVANTAGED STUDENTS. 5,000

THOMAS JEFFERSON UNIVERSITY - RAPHAEL CENTER FOR NEURORESTORATION

125 S 9TH STREET SUITE 600
PHILADELPHIA,PA19107 		N/A PC TO RESTORE, PROMOTE, MAINTAIN, AND IMPROVE FUNCTION CAUSED BY NEUROLOGICAL DISORDERS. 1,666,668

THOMAS JEFFERSON UNIVERSITY

125 S 9TH STREET
PHILADELPHIA,PA19107 		N/A PC TO SUPPORT PATIENT ASSISTANCE AT THE DAVID FARBER ASPIRE CENTER. 50,000

UNIVERSITY OF NOTRE DAME

CONTROLLERS OFFICE 724 GRACE HALL
NOTRE DAME,IN46556 		N/A PC TO SUPPORT HIGHER LEARNING AT THE UNIVERSITY OF NOTRE DAME. 51,000

UNIVERSITY OF OKLAHOMA FOUNDATION INC

100 W TIMBERDELL ROAD
NORMAN,OK73019 		N/A PC TO SUPPORT THE OU COLLEGE OF MEDICINE. 150,000
Total .................................right arrow 3a 14,991,207
bApproved for future payment

BECKET FUND FOR RELIGIOUS LIBERTY
1919 PENNSYLVANIA AVE NW STE 400
WASHINGTON,DC20006 		N/A PC TO SUPPORT LEGAL ACTIVITIES IN DEFENSE OF RELIGIOUS LIBERTY. 1,000,000

CRISTO REY NETWORK
104 S MICHIGAN AVE STE 500
CHICAGO,IL60603 		N/A PC TO SUPPORT PROGRAMS FURTHERING CRISTO REY'S CATHOLIC CHARACTER, MISSION, AND PROGRAMS. 800,000

FRANCISCAN UNIVERSITY OF STEUBENVILLE
1235 UNIVERSITY BOULEVARD
STEUBENVILLE,OH43952 		N/A PC TO FUND FRANCISCAN UNIVERSITY MISSION FOR STUDENTS IN WASHINGTON DC. 6,500,000

THE EHLERS-DANLOS SOCIETY
447 BROADWAY 2ND FLOOR 670
NEW YORK,NY10013 		N/A PC TO SUPPORT THE STUDY OF EHLERS-DANLOS SYNDROME & DEVELOPMENT OF PERSONALIZED THERAPEUTIC SOLUTIONS. 290,888

UNIVERSITY OF OKLAHOMA FOUNDATION
100 W TIMBERDELL ROAD
NORMAN,OK73019 		N/A PC TO SUPPORT THE OU COLLEGE OF MEDICINE. 150,000
Total ................................. right arrow 3b 8,740,888
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 .... 901101 972 14 4,445,652  
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 ............ 		901101 84,536 18 -3,169,839  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER K-1 ACTIVITY 		901101 34,715 14 -51,415  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 120,223 1,224,398 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,344,621
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
I AM MERCY FOUNDATION
A/K/A I AM THE VINE FOUNDATION
Employer identification number

87-3403254
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
I AM MERCY FOUNDATION
A/K/A I AM THE VINE FOUNDATION 		Employer identification number
87-3403254
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
EDWARD J FITZGERALD III
372 EXETER ROAD
 
HAVERFORD, PA19041

$ 10,000,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(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
I AM MERCY FOUNDATION
A/K/A I AM THE VINE FOUNDATION 		Employer identification number

87-3403254
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
I AM MERCY FOUNDATION
A/K/A I AM THE VINE FOUNDATION 		Employer identification number

87-3403254
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 (c) Use 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 (c) Use 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 (c) Use 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 (c) Use 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


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TY 2024 AccountingFeesSchedule
Name:
I AM MERCY FOUNDATION
 
A/K/A I AM THE VINE FOUNDATION
EIN:
87-3403254
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 747 187   374

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TY 2024 ExpenditureResponsibilityStmt
Name:
I AM MERCY FOUNDATION
 
A/K/A I AM THE VINE FOUNDATION
EIN:
87-3403254
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
MONASTERO DEI SANTI DOMENICO E SISTO
  		VIA ALBERTO CADLOLO NO 51
ROME   00136
IT 		2024-05-22 25,000 TO SUPPORT THE REPAIR AND REHABILITATION OF TWO GUEST APARTMENTS AT THE MONASTERY THAT ARE RENTED TO PILGRIMS AND VISITORS. THE INCOME FROM THESE GUEST ACCOMMODATIONS SUPPORTS THE SISTERS SUSTENANCE AND FURTHERS THE MONASTERYS RELIGIOUS AND CHARITABLE MISSION. 25,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS WILL BE DIVERTED.     THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE PENDING REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WILL BE MADE.

TY 2024 InvestmentsCorpStockSchedule
Name:
I AM MERCY FOUNDATION
 
A/K/A I AM THE VINE FOUNDATION
EIN:
87-3403254
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO 118 118
AAON INC 161,575 161,575
AAR CORP 33,581 33,581
ABERCROMBIE & FITCH 130,936 130,936
ABM INDUSTRIES INC 94,427 94,427
ACADEMY SPORTS & OUTDOOR 81,462 81,462
ACCENTURE PLC 1,015,970 1,015,970
ACI WORLDWIDE INC 158,637 158,637
ACUITY BRANDS INC 293,299 293,299
ACUSHNET HOLDINGS CORP 112,875 112,875
ADDUS HOMECARE CORP 25,822 25,822
ADMA BIOLOGICS INC 35,089 35,089
ADOBE INC 919,598 919,598
ADT INC DELAWARE 132,119 132,119
ADTALEM GLOBAL EDUCATION 110,110 110,110
ADVANCE AUTO PARTS 51,877 51,877
ADVANCED DRAINAGE SY 169,238 169,238
ADVANCED ENERGY IND 98,748 98,748
ADVANCED MICRO DEVICE INC 531,597 531,597
AECOM 285,957 285,957
AFFILIATED MANAGERS GROUP 217,281 217,281
AFLAC INC 578,747 578,747
AGIOS PHARMACEUTICALS INC 20,275 20,275
AIR LEASE CORP 159,334 159,334
AIR PROD & CHEMICALS 552,816 552,816
AIRBNB INC 62,157 62,157
AKAMAI TECHNOLOGIES INC 199,717 199,717
ALAMO GROUP INC 31,977 31,977
ALARM COM HLDGS INC SH 44,323 44,323
ALASKA AIR GROUP INC 169,516 169,516
ALBANY INTL CO 19,513 19,513
ALBERTSONS CO SHS CLASS 412 412
ALIGHT INC 1,550 1,550
ALIGN TECHNOLOGY INC 7,715 7,715
ALKERMES PLC 81,362 81,362
ALLEGION PUBLIC LTD 265,150 265,150
ALLIANT ENERGY CORP 197,705 197,705
ALLISON TRANSMISSION 258,696 258,696
ALLSTATE CORP 612,687 612,687
ALLY FINANCIAL INC 94,670 94,670
ALPHABET INC (CLASS A) 6,522,710 6,522,710
ALPHABET INC (CLASS C) 5,375,550 5,375,550
AMAZON.COM INC 8,523,082 8,523,082
AMCOR PLC 280,418 280,418
AMDOCS LTD 241,457 241,457
AMEDISYS INC 54,474 54,474
AMEREN CORPORATION 31,645 31,645
AMERICAN AIRLS GROUP 149,654 149,654
AMERICAN EAGLE OUTFITTER 15,486 15,486
AMERICAN EXPRESS CO 1,492,557 1,492,557
AMERICAN FINL GROUP INC 336,163 336,163
AMERICAN INTL GROUP 588,952 588,952
AMERICAN STATES WATER CO COM 51,917 51,917
AMERICAN WATER WORKS 3,610 3,610
AMERIPRISE FINANCIAL 956,244 956,244
AMERIS BANCORP 125,015 125,015
AMETEK INC 385,035 385,035
AMKOR TECHNOLOGY INC 150,672 150,672
AMPHENOL CORP 316,900 316,900
ANALOG DEVICES INC 435,331 435,331
ANSYS INC 148,425 148,425
ANTERO MIDSTREAM CORP 201,799 201,799
AON PLC 307,800 307,800
API GROUP CORP 182,692 182,692
APOLLO GLOBAL MGMT INC N 503,077 503,077
APPFOLIO INC 49,097 49,097
APPLE INC. 21,793,552 21,793,552
APPLIED INDL TECH 212,889 212,889
APPLIED MATERIALS 487,077 487,077
APPLOVIN CORP 986,710 986,710
APTARGROUP INC 250,417 250,417
ARAMARK 225,987 225,987
ARCBEST CORP 51,419 51,419
ARCH CAP GROUP LTD 498,413 498,413
ARCHROCK INC 74,521 74,521
ARCOSA INC 119,280 119,280
ARES MANAGEMENT CORP 166,408 166,408
ARHAUS INC 367 367
ARISTA NETWORKS INC 241,287 241,287
ARMSTRONG WORLD INDUSTRIES INC 130,730 130,730
ARROW ELECTRONICS INC 172,169 172,169
ARTISAN PARTNERS ASSET MANAGEMENT 54,329 54,329
ASBURY AUTOMOTIVE GP 118,113 118,113
ASGN INC 11,084 11,084
ASPEN TECHNOLOGY INC 165,005 165,005
ASSOCIATED BANC CORP 102,077 102,077
ASSURANT INC 323,028 323,028
ASSURED GUARANTY LTD 188,301 188,301
ASTRANA HEALTH INC 6,306 6,306
AT&T INC 1,153,323 1,153,323
ATI INC 137,655 137,655
ATLANTIC UNION BANKSHARES CORP 87,465 87,465
ATLASSIAN CORP 10,222 10,222
ATMOS ENERGY CORP 232,859 232,859
ATMUS FILTRATION TECHNOL 33,695 33,695
AUTODESK INC 632,815 632,815
AUTOLIV INC 207,557 207,557
AUTOMATIC DATA PROCESSIN 880,532 880,532
AUTONATION INC 253,571 253,571
AUTOZONE INC 339,412 339,412
AVANTOR INC 59,860 59,860
AVERY DENNISON CORP 261,421 261,421
AVIDXCHANGE HOLDINGS INC 8,531 8,531
AVIENT CORP 38,000 38,000
AVNET INC 148,275 148,275
AXALTA COATING SYS LTD ORD 189,168 189,168
AXCELIS TECHNOLOGIES 26,411 26,411
AXIS CAPITAL HLDG LTD 228,019 228,019
AXON ENTERPRISE INC 181,862 181,862
AXOS FINANCIAL INC 126,778 126,778
AZEK CO INC 105,194 105,194
AZENTA INC 20,050 20,050
BADGER METER INC 101,181 101,181
BAKER HUGHES CO. 500,813 500,813
BALCHEM CORP 94,537 94,537
BALL CORP 66,928 66,928
BANCFIRST CORP 109,798 109,798
BANCORP INC 9,526 9,526
BANK NEW YORK MELLON COR 586,290 586,290
BANK OF AMERICA CORP 1,537,239 1,537,239
BANK OF N.T BUTTERFIELD & SON LTD 58,736 58,736
BANK OZK 156,879 156,879
BANKUNITED INC 97,639 97,639
BANNER CORP 54,017 54,017
BATH & BODY WKS INC 6,552 6,552
BAXTER INTERNATIONAL INC. 30,910 30,910
BEACON ROOFING SUPPLY 185,891 185,891
BEAM THERAPEUTICS INC 10,887 10,887
BELDEN INC 112,610 112,610
BELLRING BRANDS INC 161,152 161,152
BENTLEY SYSTEM INC 68,182 68,182
BERKLEY W R CORP 314,252 314,252
BEST BUY CO INC 132,647 132,647
BGC PARTNERS INC 64,063 64,063
BJS WHOLESALE CLUB HOLDINGS 242,943 242,943
BLACKBAUD INC 28,164 28,164
BLACKROCK INC 538,183 538,183
BLACKSTONE INC 178,455 178,455
BLOCK H & R INCORP 164,914 164,914
BLOCK INC 305,114 305,114
BOISE CASCADE CO 142,513 142,513
BOK FINL CORP 215,881 215,881
BOOKING HOLDINGS INC 472,000 472,000
BOOT BARN HOLDINGS INC 78,643 78,643
BOOZ ALLEN HAMILTON 399,614 399,614
BORG WARNER INC 14,846 14,846
BOSTON SCIENTIFIC CO 412,837 412,837
BOX INC 64,843 64,843
BRADY CORP 96,227 96,227
BREAD FINL HOLDINGS INC 68,876 68,876
BRIDGEBIO PHARMA INC 55,895 55,895
BRIGHT HORIZONS FAMILY SOLUTIONS INC 112,402 112,402
BRIGHTHOUSE FINL INC COM 5,669 5,669
BRINKER INTL INC 104,112 104,112
BRINKS CO 82,101 82,101
BROADCOM INC 1,620,330 1,620,330
BROADRIDGE FINANCIAL SOLUTIONS 377,344 377,344
BROOKFIELD RENEWABLE CORP 48,571 48,571
BROWN & BROWN INC 355,132 355,132
BRUNSWICK CORP 130,848 130,848
BUCKLE INC 46,491 46,491
BUILDERS FIRSTSOURCE 411,495 411,495
BURLINGTON STORES 306,725 306,725
C3 AI INC 18,833 18,833
C H ROBINSON WORLDWIDE 311,406 311,406
CABLE ONE INC 37,298 37,298
CABOT CORP 139,796 139,796
CACI INTL INC 257,386 257,386
CACTUS INC 68,690 68,690
CADENCE BK 147,963 147,963
CADENCE DESIGN SYSTEMS INC 179,375 179,375
CAL MAINE FOODS INC 123,401 123,401
CAMPING WORLD HOLDINGS INC 16,801 16,801
CAPITAL ONE FINANCIAL CORP 754,294 754,294
CARDINAL HEALTH INC 278,644 278,644
CARGURUS INC 65,005 65,005
CARLISLE CO 461,419 461,419
CARLYLE GROUP INC 279,614 279,614
CARMAX INC 22,239 22,239
CARNIVAL CORP 316,833 316,833
CARPENTER TECHNOLOGY 223,338 223,338
CARRIER GLOBAL CORP 375,771 375,771
CARVANA CO 207,631 207,631
CASELLA WASTE SYS 90,468 90,468
CASEYS GEN STORES 357,003 357,003
CATALYST PHARMA INC 8,494 8,494
CATERPILLAR INC 1,445,599 1,445,599
CATHAY GENERAL BANKCORP 105,647 105,647
CAVA GROUP INC 26,395 26,395
CAVCO INDUSTRIES INC 88,354 88,354
CBIZ INC 72,665 72,665
CBOE GLOBAL MKTS INC 416,788 416,788
CBRE GROUP INC 396,233 396,233
CDW CORP 245,570 245,570
CENCORA INC 403,301 403,301
CENTERPOINT ENERGY INC 221,380 221,380
CENTRAL GARDEN & PET 16,800 16,800
CENTRAL GARDEN & PET CO (A) 36,983 36,983
CENTURY COMMUNITIES 65,584 65,584
CF INDUSTRIES HLDG 60,663 60,663
CHAMPION HOMES INC 118,495 118,495
CHAMPIONX CORP 115,340 115,340
CHARLES SCHWAB CORP 613,987 613,987
CHART INDS INC 152,672 152,672
CHARTER COMMUNICATIONS 409,267 409,267
CHEESECAKE FACTORY 25,428 25,428
CHEMED CORP 151,523 151,523
CHENIERE ENERGY INC 765,797 765,797
CHESAPEAKE UTILITIES CORP 20,023 20,023
CHEWY INC 26,558 26,558
CHIPOTLE MEXICAN GRILL 453,878 453,878
CHOICE HOTELS INTL 131,473 131,473
CHUBB LIMITED 561,442 561,442
CIENA CORP 208,972 208,972
CIMPRESS PLC 9,610 9,610
CINCINNATI FINL CORP 349,335 349,335
CINEMARK HOLDINGS 55,733 55,733
CINTAS CORP 509,550 509,550
CIRRUS LOGIC INC 96,692 96,692
CISCO SYSTEMS INC 1,411,565 1,411,565
CITIGROUP INC 720,442 720,442
CITIZENS FINL GROUP INC 57,632 57,632
CLEAN HARBORS INC 300,563 300,563
CLEAR SECURE INC 15,238 15,238
CLEARWAY ENERGY INC 18,226 18,226
CLEARWAY ENERGY INC (A) 1,223 1,223
CLOROX CO 243,940 243,940
CLOUDFLARE INC 54,486 54,486
CME GROUP INC 411,279 411,279
CMS ENERGY CORP 24,994 24,994
COCA COLA CONSOLIDATED INC 206,638 206,638
COEUR MNG INC 10,508 10,508
COGNIZANT TECHNOLOGY SOLUTIONS CORP 314,137 314,137
COHEN & STEERS INC 81,444 81,444
COHERENT CORP 360,827 360,827
COINBASE GLOBAL INC 337,936 337,936
COLGATE-PALMOLIVE CO 263,094 263,094
COLUMBIA BKG SYS INC 123,382 123,382
COLUMBIA FINANCIAL INC 2,545 2,545
COLUMBIA SPORTSWEAR 20,899 20,899
COMCAST CORPORATION 1,236,051 1,236,051
COMERICA INCORPORATED 75,395 75,395
COMFORT SYSTEMS USA 407,522 407,522
COMMERCE BANCSHARES INC 256,904 256,904
COMMERCIAL METALS CO 195,275 195,275
COMMUNITY FINL SYS INC 5,860 5,860
COMMVAULT SYS INC 61,873 61,873
CONAGRA BRANDS INC 5,356 5,356
CONSOLIDATED EDISON 165,879 165,879
CONSTELLATION ENERGY CORP 217,670 217,670
CONSTRUCTION PARTNERS IN 49,272 49,272
COPA HOLDINGS SA 51,498 51,498
COPART INC 446,609 446,609
CORE & MAIN INC 127,224 127,224
COREBRIDGE FINL INC 243,271 243,271
CORPAY INC 543,503 543,503
CORTEVA INC 366,196 366,196
CORVEL CORP 115,822 115,822
COSTAR GROUP INC 164,299 164,299
COSTCO WHOLESALE CO 2,385,967 2,385,967
COTY INC 38,983 38,983
COUPANG INC 69,962 69,962
CRANE CO 139,458 139,458
CRANE NXT CO 82,148 82,148
CREDIT ACCEPT CORP 7,981 7,981
CRH PUBLIC LIMITED CO F 283,851 283,851
CROCS INC 33,297 33,297
CROWDSTRIKE HLDGS INC 119,072 119,072
CROWN HOLDINGS INC 21,086 21,086
CSW INDUSTRIALS INC 111,132 111,132
CSX CORP 613,388 613,388
CULLEN FROST BANKERS 233,729 233,729
CUMMINS INC 541,376 541,376
CURTISS WRIGHT CORP 350,612 350,612
CUSHMAN & WAKEFIELD PLC 20,025 20,025
CVB FINL CORP 88,937 88,937
CVR ENERGY INC 17,691 17,691
CVS HEALTH CORPORATION 308,260 308,260
D R HORTON CO 563,614 563,614
DARDEN RESTAURANTS 469,339 469,339
DATADOG INC 120,028 120,028
DAVITA INC 313,457 313,457
DAYFORCE INC 134,675 134,675
DECKERS OUTDOOR CORP 376,123 376,123
DEERE & CO 1,085,943 1,085,943
DELEK US HOLDINGS INC 10,342 10,342
DELL TECHNOLOGIES INC 106,712 106,712
DELTA AIR LINES 719,345 719,345
DEXCOM INC 91,380 91,380
DICKS SPORTING GOODS 402,758 402,758
DIGITALBRIDGE GROUP INC 10,693 10,693
DIGITALOCEAN HLDGS INC 24,769 24,769
DILLARDS INC 103,186 103,186
DISCOVER FINANCIAL SERVICES 670,747 670,747
DISNEY WALT CO 814,080 814,080
DOCUSIGN INC 84,723 84,723
DOLBY LABORATORIES 68,338 68,338
DOMINION ENERGY INC 38,348 38,348
DOMINOS PIZZA INC 153,632 153,632
DONALDSON COMPANY 144,264 144,264
DOORDASH INC 377,605 377,605
DORMAN PRODUCTS INC 104,676 104,676
DOUBLEVERIFY HLDGS INC 16,751 16,751
DOVER CORP 327,174 327,174
DOXIMITY INC 26,802 26,802
DREAM FINDERS HOMES INC 18,313 18,313
DRIVEN BRANDS HLDGS INC 11,217 11,217
DROPBOX INC 123,404 123,404
DT MIDSTREAM INC 259,612 259,612
DTE ENERGY CO 21,373 21,373
DUKE ENERGY CORP 225,500 225,500
DUN BRADST HLDG INC 54,301 54,301
DUPONT DE NEMOURS INC 352,199 352,199
DUTCH BROS INC 21,528 21,528
DXC TECHNOLOGY CO 21,099 21,099
DYCOM INDUSTRIES INC 126,716 126,716
DYNATRACE INC 173,703 173,703
EAGLE MATERIALS INC 207,278 207,278
EAST WEST BANCORP 370,400 370,400
EASTERN BANKSHARES INC 7,280 7,280
EASTMAN CHEMICAL CO 40,820 40,820
EATON CORP 451,343 451,343
EBAY INC 456,014 456,014
ECOLAB INC 247,208 247,208
EDGEWELL PERSONAL CARE C 53,357 53,357
EDISON INTERNATIONAL 240,718 240,718
EDWARDS LIFESCIENCES 29,242 29,242
ELANCO ANIMAL HEALTH INC 16,639 16,639
ELECTRONIC ARTS INC 356,387 356,387
ELEMENT SOLUTIONS INC 146,095 146,095
EMCOR GROUP INC 577,815 577,815
EMERSON ELECTRIC CO 488,284 488,284
ENACT HOLDINGS INC 80,043 80,043
ENCOMPASS HEALTH CORP 231,799 231,799
ENERSYS 95,018 95,018
ENLINK MIDSTREAM LLC 150,202 150,202
ENOVIS CORP 1,536 1,536
ENPRO INC 87,777 87,777
ENSIGN GROUP INC 148,670 148,670
ENSTAR GROUP LTD 149,431 149,431
ENTEGRIS INC 30,312 30,312
ENTERGY CORP 238,985 238,985
ENTERPRISE FINANCIAL SERVICES CORP 16,751 16,751
EPAM SYSTEMS INC 26,655 26,655
EPLUS INC 18,544 18,544
EQT CORP 186,008 186,008
EQUIFAX INC 309,133 309,133
EQUITABLE HLDGS INC 344,341 344,341
ERIE INDEMNITY CO 121,196 121,196
ESAB CORP 193,823 193,823
ESCO TECHNOLOGIES 81,658 81,658
ESSENT GROUP LTD 183,245 183,245
ESSENTIAL UTILS INC 23,499 23,499
ETSY INC 5,765 5,765
EVERCORE INC 292,990 292,990
EVEREST RE GROUP, LTD. 274,020 274,020
EXELIXIS INC 202,830 202,830
EXELON CORP 14,680 14,680
EXLSERVICE HOLDINGS 172,594 172,594
EXPEDIA GROUP INC. 439,552 439,552
EXPEDITORS INTL WASH INC 319,793 319,793
EXPONENT INC 56,400 56,400
EXPRO GROUP HLDGS NV 17,894 17,894
F N B CORP 145,982 145,982
F&G ANNUITIES & LIFE INC 46,413 46,413
F5 INC 323,893 323,893
FABRINET 180,302 180,302
FACTSET RESEARCH SYS 328,031 328,031
FAIR ISAAC INTL CORP 422,077 422,077
FASTENAL CO 602,750 602,750
FB FINL CORP 59,133 59,133
FEDERAL SIGNAL CORP 143,205 143,205
FEDERATED HERMES INC 124,728 124,728
FEDEX CORP 735,397 735,397
FERGUSON PLC 255,148 255,148
FIDELITY NATL FINL 336,952 336,952
FIDELITY NATL INFO 103,063 103,063
FIFTH THIRD BANCORP 357,308 357,308
FIRST ADVANTAGE CORP 48,192 48,192
FIRST AMER FINL 221,162 221,162
FIRST CITIZENS BKSH 390,909 390,909
FIRST FINANCIAL BANCORP 66,555 66,555
FIRST FINL BANKSHARES IN 22,856 22,856
FIRST HAWAIIAN INC 101,594 101,594
FIRST HORIZON CORP 145,230 145,230
FIRST INTST BANCSYST 13,280 13,280
FIRST MERCHANTS CORP 64,343 64,343
FIRST SOLAR INC 239,510 239,510
FIRSTCASH HLDGS INC 131,883 131,883
FISERV INC 717,943 717,943
FLEX LTD 360,290 360,290
FLOOR & DECOR HOLDINGS INC 203,388 203,388
FLOWSERVE CORP 177,967 177,967
FLYWIRE CORP 17,053 17,053
FORD MOTOR CO 565,924 565,924
FORMFACTOR INC 57,728 57,728
FORTINET INC 465,125 465,125
FORTIVE CORPORATION 204,675 204,675
FORTUNE BRANDS HOME & SECURITY INC 231,365 231,365
FOX CORP (A) 233,281 233,281
FOX CORP 187,488 187,488
FRANKLIN ELECTRIC CO 108,949 108,949
FRANKLIN RESOURCES INC. 16,800 16,800
FRONTDOOR, INC. 80,420 80,420
FRONTIER COMMUNICATIONS 186,860 186,860
FTI CONSULTING INC 138,569 138,569
FULLER H B CO 87,994 87,994
FULTON FINANCIAL CO 92,409 92,409
GALLAGHER ARTHUR J & CO 544,992 544,992
GAP INC 196,980 196,980
GARMIN LTD 391,069 391,069
GARRETT MOTION INC 18,936 18,936
GARTNER INC 468,482 468,482
GATES INDL CORP PLC 148,207 148,207
GATX CORP 153,565 153,565
GE VERNOVA INC 196,371 196,371
GEN DIGITAL INC 365,961 365,961
GENERAC HOLDINGS INC 14,110 14,110
GENERAL MILLS INC 5,612 5,612
GENERAL MOTORS CO 753,025 753,025
GENPACT LIMITED 178,285 178,285
GENTEX CORP 155,832 155,832
GENUINE PARTS CO 294,585 294,585
GENWORTH FINANCIAL INC 81,573 81,573
GIBRALTAR INDUSTRIES 44,293 44,293
GLACIER BANCORP INC NEW 144,533 144,533
GLOBAL BUSINESS TRAVEL G 14,820 14,820
GLOBAL PAYMENTS INC 40,117 40,117
GLOBANT SA 68,400 68,400
GLOBE LIFE INC 262,853 262,853
GMS INC 105,189 105,189
GO DADDY GROUP INC 456,714 456,714
GOLDMAN SACHS GROUP 956,848 956,848
GOODYEAR TIRE & RUBBER CO 49,005 49,005
GOOSEHEAD INSURANCE INC 37,741 37,741
GRACO INC 282,709 282,709
GRAHAM HOLDINGS CO 95,911 95,911
GRAINGER W W INC 553,376 553,376
GRAND CANYON EDUCATION 139,394 139,394
GRANITE CONSTRUCTION 77,711 77,711
GRAPHIC PACKAGING HL 211,332 211,332
GREEN PLAINS INC 62,534 62,534
GREIF INC 40,584 40,584
GREIF INC (B) 23,544 23,544
GRIFFON CORP 52,526 52,526
GROCERY OUTLET HLDG CORP 27,115 27,115
GROUP 1 AUTOMOTIVE 198,517 198,517
GXO LOGISTICS INC 122,757 122,757
H & E EQUIP SVCS INC 19,045 19,045
HAEMONETICS CORP 79,407 79,407
HAGERTY INC 4,902 4,902
HALOZYME THERAPEUTIC 119,668 119,668
HAMILTON LANE INCORPORATED 99,342 99,342
HANCOCK WHITNEY CORP 140,357 140,357
HANESBRANDS INC 48,205 48,205
HANOVER INSURANCE 149,556 149,556
HARTFORD FINL SVC GP 608,920 608,920
HASBRO INC 32,931 32,931
HAWKINS INC 17,910 17,910
HAYWARD HOLDINGS INC 74,462 74,462
HEALTHEQUITY INC 134,138 134,138
HEARTLAND FINL USA 66,577 66,577
HECLA MINING CO 20,431 20,431
HEICO CORP 91,054 91,054
HEICO CORP NEW (A) 49,869 49,869
HELIOS TECHNOLOGIES INC 759 759
HELMERICH & PAYNE 96,893 96,893
HENRY JACK & ASSOC 285,388 285,388
HERC HOLDINGS INC 138,590 138,590
HEWLETT PACKARD ENTERPRISE COMPANY 288,033 288,033
HEXCEL CORP 85,272 85,272
HF SINCLAIR CORP 104,063 104,063
HILTON GRAND VACATIONS INC 104,269 104,269
HILTON WORLDWIDE HLD 433,519 433,519
HNI CORP 24,732 24,732
HOLOGIC INC 182,027 182,027
HOME BANCSHARES INC 155,876 155,876
HOME DEPOT INC 2,407,070 2,407,070
HOULIHAN LOKEY INC 232,183 232,183
HOWARD HUGHES HOLDING CO 7,230 7,230
HOWMET AEROSPACE INC 478,603 478,603
HP INC. 209,680 209,680
HUB GROUP INC 92,195 92,195
HUBBELL INC 360,664 360,664
HUBSPOT INC 84,309 84,309
HUNT J B TRANS SVCS INC 344,563 344,563
HUNTINGTON BANCSHS 245,400 245,400
HURON CONSULTING GRP 4,722 4,722
HYATT HOTELS 151,957 151,957
IBM CORP 1,681,260 1,681,260
ICF INTL INC 22,650 22,650
ICU MED INC 16,603 16,603
IDEX CORP 197,779 197,779
IDEXX LABS INC 35,142 35,142
IES HLDGS INC 69,331 69,331
ILLINOIS TOOL WORKS 589,527 589,527
IMMUNITYBIO INC 21,522 21,522
INCYTE CORP 174,747 174,747
INDEPENDENT BK CORP MASS 14,571 14,571
INDEPENDENT BK GROUP 15,835 15,835
INFORMATICA INC 19,577 19,577
INGERSOLL RAND INC 345,829 345,829
INGEVITY CORP 6,642 6,642
INGREDION INC 283,786 283,786
INNOSPEC INC 69,008 69,008
INSIGHT ENTERPRISES 151,492 151,492
INSMED INC 111,707 111,707
INSTALLED BLDG PRODS 94,635 94,635
INSULET CORP 75,188 75,188
INTEGER HLDGS CORP 105,883 105,883
INTEGRAL AD SCIENCE HOLD 8,436 8,436
INTEL CORP 362,223 362,223
INTERACTIVE BROKERS 92,928 92,928
INTERCONTINENTAL EXC 257,638 257,638
INTERDIGITAL INC. 133,667 133,667
INTERNATIONAL BANCSHARES CORP 121,078 121,078
INTERNATIONAL FLAVORS AND FRAGRANCES 17,756 17,756
INTERNATIONAL PAPER 394,070 394,070
INTERPARFUMS INC 71,804 71,804
INTERPUBLIC GRP COS 231,641 231,641
INTUIT INC 427,380 427,380
INTUITIVE SURGICAL 290,732 290,732
INVESCO LTD 50,045 50,045
IQVIA HOLDINGS INC 87,447 87,447
ITRON INC 96,636 96,636
ITT INC 293,904 293,904
J & J SNACK FOOD CORP 50,572 50,572
JABIL INC 545,957 545,957
JACKSON FINL INC 204,986 204,986
JANUS HENDERSON GROUP PLC 207,631 207,631
JEFFERIES FINL 520,027 520,027
JOHN BEAN TECHS CORP 70,795 70,795
JOHNSON CONTROLS INTERNATIONAL 455,189 455,189
JONES LANG LASALLE 320,222 320,222
JPMORGAN CHASE & CO 4,636,950 4,636,950
JUNIPER NETWORKS INC 245,859 245,859
KADANT INC 78,658 78,658
KELLANOVA 470,922 470,922
KEMPER CORP 130,687 130,687
KENNAMETAL INC CAP 5,068 5,068
KENVUE INC 128,036 128,036
KEURIG DR PEPPER INC 71,885 71,885
KEYCORP INC 76,033 76,033
KEYSIGHT TECH INC 347,764 347,764
KIMBERLY CLARK CORP 376,347 376,347
KINDER MORGAN INC 608,088 608,088
KINETIK HOLDINGS INC 51,436 51,436
KINSALE CAPITAL GROUP INC 179,540 179,540
KIRBY CORP 176,051 176,051
KKR & CO INC 298,778 298,778
KLA CORP 650,914 650,914
KNIFE RIV CORP 113,938 113,938
KNIGHT SWIFT TRANSPORTATION 269,072 269,072
KNOWLES CORP 4,405 4,405
KONTOOR BRANDS INC 86,862 86,862
KORN FERRY 98,140 98,140
KRAFT HEINZ CO 74,257 74,257
KRISPY KREME INC 21,469 21,469
KROGER CO 870,103 870,103
KULICKE & SOFFA INDS 37,748 37,748
KYNDRYL HLDGS INC 160,994 160,994
LA Z BOY INC 58,950 58,950
LABCORP HLDGS INC 333,202 333,202
LAKELAND FINL 8,320 8,320
LAM RESEARCH CORP 643,425 643,425
LAMB WESTON HOLDINGS INC 136,534 136,534
LANCASTER COLONY CO 59,387 59,387
LANDSTAR SYS INC 105,866 105,866
LATTICE SEMICONDUCTR 66,167 66,167
LAUREATE EDUCATION INC 82,360 82,360
LAZARD INC 61,107 61,107
LCI INDS 79,507 79,507
LEGGETT & PLATT INC 29,107 29,107
LENNAR CORP 372,017 372,017
LENNAR CORP (B) 38,852 38,852
LENNOX INTERNTNL 364,361 364,361
LEVI STRAUSS & CO 8,408 8,408
LGI HOMES INC 59,004 59,004
LIBERTY BROADBAND CORP (A) 11,675 11,675
LIBERTY BROADBAND CORP (K) 152,286 152,286
LIBERTY ENERGY INC 83,140 83,140
LIBERTY GLOBAL LTD (A) 39,301 39,301
LIBERTY GLOBAL LTD (K) 41,654 41,654
LIBERTY LATIN AMER LTD (A) 4,993 4,993
LIBERTY LATIN AMER LTD (K) 24,682 24,682
LIBERTY MEDIA CORP DEL (K) 321,438 321,438
LIBERTY MEDIA CORP DEL (A) 39,415 39,415
LIFE TIME GROUP HLDGS IN 87,109 87,109
LIFESTANCE HEALTH GROUP 15,448 15,448
LINCOLN ELEC HLDGS 174,722 174,722
LINCOLN NTNL CO 8,815 8,815
LINDE PLC 969,640 969,640
LIONS GATE ENTMT 13,884 13,884
LITHIA MOTORS INC 303,101 303,101
LITTELFUSE INC 63,390 63,390
LIVE NATION ENTRTMNT 246,957 246,957
LIVE OAK BANCSHARES INC 3,401 3,401
LIVERAMP HLDGS INC 5,406 5,406
LOEWS CORP 426,329 426,329
LOUISIANA-PACIFIC CORP 208,550 208,550
LOWES COMPANIES INC 401,544 401,544
LPL FINL HLDGS 585,432 585,432
LUCKY STRIKE ENTERTAINME 3,524 3,524
LULULEMON ATHLETICA 268,834 268,834
LUMENTUM HOLDINGS INC 35,343 35,343
M & T BANK CORP 295,176 295,176
MACYS INC 122,522 122,522
MADDEN STEVEN LTD 82,361 82,361
MADISON SQUARE GARDEN CO 75,377 75,377
MANHATTAN ASSOCIATES 284,022 284,022
MARATHON PETE CORP 548,375 548,375
MARKEL GROUP INC 398,759 398,759
MARKETAXESS HOLDINGS 33,454 33,454
MARRIOTT INTL INC 213,668 213,668
MARRIOTT VACATIONS 1,976 1,976
MARSH & MC LENNAN CO 550,779 550,779
MARTIN MARIETTA MATERIAL 252,052 252,052
MARVELL TECHNOLOGY INC 608,469 608,469
MASCO CORP 256,898 256,898
MASIMO CORP 106,619 106,619
MASTEC INC 271,055 271,055
MASTERBRAND INC 2,586 2,586
MASTERCARD INC 2,800,299 2,800,299
MATCH GROUP INC NEW 85,569 85,569
MATERION CORP 22,050 22,050
MATSON INC 184,866 184,866
MATTEL INC. 22,889 22,889
MAXIMUS INC 2,016 2,016
MC CORMICK & CO INC 49,861 49,861
MCDONALDS CORP 426,718 426,718
MCGRATH RENTCORP 24,041 24,041
MDU RES GROUP INC 77,648 77,648
MEDPACE HOLDINGS INC 196,680 196,680
MEDTRONIC PLC 53,919 53,919
MERCURY GEN CORP NEW 115,476 115,476
MERCURY SYSTEMS INC 5,838 5,838
MERIT MED SYS INC 95,463 95,463
META PLATFORMS INC 5,173,566 5,173,566
METLIFE INC 738,230 738,230
METTLER TOLEDO INTL 31,816 31,816
MGE ENERGY INC 64,363 64,363
MGIC INVT CORP WIS 239,447 239,447
MICROCHIP TECHNOLOGY 377,420 377,420
MICRON TECHNOLOGY 385,284 385,284
MICROSOFT CORP 18,131,666 18,131,666
MIDDLEBY CORP THE 5,960 5,960
MINERALS TECH INC 77,353 77,353
MIRION TECHNOLOGIES INC 86,953 86,953
MISTER CAR WASH INC 25,901 25,901
MKS INSTRS INC 92,281 92,281
MODINE MANUFACTURING 68,515 68,515
MOHAWK INDUSTRIES 203,831 203,831
MONGODB INC 7,450 7,450
MONOLITHIC POWER SYS 129,582 129,582
MONSTER BEVERAGE CORPORATION 148,429 148,429
MOODYS CORP 471,477 471,477
MOOG INC 169,479 169,479
MORGAN STANLEY 837,295 837,295
MORNINGSTAR INC 182,861 182,861
MOTOROLA SOLUTIONS 544,045 544,045
MSA SAFETY INC 54,041 54,041
MSC INDL DIRECT INC 65,130 65,130
MSCI INC 301,205 301,205
MUELLER INDS INC 288,474 288,474
MUELLER WATER PRODUCTS, INC 95,355 95,355
MURPHY USA INC 246,861 246,861
MYR GROUP INC 40,465 40,465
N-ABLE INC 7,276 7,276
NASDAQ INC 350,369 350,369
NATERA INC 64,270 64,270
NAVIENT CORP 34,501 34,501
NBT BANCORP INC 16,286 16,286
NCINO INC NEW 28,711 28,711
NCR VOYIX CORP 33,507 33,507
NELNET INC 90,682 90,682
NEOGEN CORP 8,134 8,134
NEOGENOMICS INC 21,951 21,951
NETAPP INC 381,207 381,207
NETFLIX INC 748,709 748,709
NEUROCRINE BIOSCIENC 66,885 66,885
NEW JERSEY RESOURCE 127,494 127,494
NEW YORK TIMES 151,466 151,466
NEWMARK GROUP INC 56,928 56,928
NEWMARKET CORPORATN 109,368 109,368
NEWMONT CORP 97,293 97,293
NEWS CORP NEW (A) 201,510 201,510
NEWS CORP NEW 113,321 113,321
NEXSTAR MEDIA GROUP 216,893 216,893
NEXTERA ENERGY INC 346,263 346,263
NIKE INC 46,764 46,764
NISOURCE INC 185,785 185,785
NMI HOLDINGS INC 94,731 94,731
NOBLE CORP PLC 64,276 64,276
NORDSON CORP 216,982 216,982
NORDSTROM INC 93,726 93,726
NORTHERN TRUST CORP 45,408 45,408
NORTHWEST BANCSHARES 21,895 21,895
NORTHWEST NATURAL HOLDINGS 119 119
NORWEGIAN CRUISE LINES 153,325 153,325
NOVANTA INC 73,788 73,788
NRG ENERGY INC 436,033 436,033
NTNL BEVERAGE CO 79,580 79,580
NUCOR CORP 428,442 428,442
NUTANIX INC 225,999 225,999
NVENT ELECTRIC PLC 282,932 282,932
NVIDIA CORP 19,859,880 19,859,880
NVR INC 408,945 408,945
NXP SEMICONDUCTORS 411,335 411,335
O REILLY AUTOMOTIVE 355,740 355,740
OGE ENERGY CORP 152,543 152,543
OKTA INC 121,352 121,352
OLD DOMINION FREIGHT 464,990 464,990
OLD NTNL BANK 180,499 180,499
OLD REPUBLIC INTL CO 342,792 342,792
OLLIES BARGAIN OUTLET HOLDINGS 160,754 160,754
OMNICOM GROUP INC 373,069 373,069
ON SEMICONDUCTOR CO 284,419 284,419
ONE GAS INC 13,504 13,504
ONEMAIN HOLDINGS INC 215,245 215,245
ONEOK INC 819,465 819,465
ONTO INNOVATION INC 156,836 156,836
OPENLANE INC 51,048 51,048
OPTION CARE HEALTH INC 46,377 46,377
ORACLE CORP 1,705,060 1,705,060
ORMAT TECHNOLOGIES 105,711 105,711
OSCAR HEALTH INC 15,738 15,738
OSI SYS INC 57,596 57,596
OTIS WORLDWIDE CORP 261,716 261,716
OTTER TAIL CORP 59,441 59,441
OWENS CORNING FIBERGLASS 281,369 281,369
PACCAR INC 489,622 489,622
PACIFIC PREMIER BANC 1,495 1,495
PACKAGING CORP OF AMERICA 449,810 449,810
PACTIV EVERGREEN INC 46,505 46,505
PALANTIR TECHNOLOGIES INC 256,234 256,234
PALO ALTO NETWORKS 168,495 168,495
PALOMAR HLDGS INC 39,913 39,913
PAPA JOHNS INTL INC 19,673 19,673
PARAMOUNT GLOBAL (AA) 4,259 4,259
PARAMOUNT GLOBAL (A) 79,214 79,214
PARK NTNL CORP 68,915 68,915
PARKER-HANNIFIN CORP 525,997 525,997
PARSONS CORP 215,957 215,957
PATRICK INDS INC 46,691 46,691
PAYCHEX INC 487,545 487,545
PAYCOM SOFTWARE INC 3,894 3,894
PAYLOCITY HLDG CORP 67,421 67,421
PAYMENTUS HLDGS INC 8,592 8,592
PAYONEER GLOBAL INC 26,094 26,094
PAYPAL HOLDINGS INC 440,918 440,918
PBF ENERGY INC 42,002 42,002
PEGASYSTEMS INC 92,920 92,920
PENNYMAC FINL SVCS INC 141,872 141,872
PENSKE AUTOMOTIVE GROUP 214,331 214,331
PENTAIR PLC 396,723 396,723
PG&E CORP 288,675 288,675
PHILLIPS 66 520,432 520,432
PILGRIMS PRIDE CORP 130,179 130,179
PINNACLE FINL PARTNR 248,226 248,226
PINNACLE WEST CAP 171,914 171,914
PINTEREST INC 71,804 71,804
PIPER SANDLER COMPANIES 102,283 102,283
PJT PARTNERS INC 60,283 60,283
PLANET FITNESS INC 139,407 139,407
PLEXUS CORP 98,895 98,895
PNC FINL SERVICES 472,868 472,868
POLARIS INDUSTRIES 53,068 53,068
POOL CORP 39,890 39,890
PORTLAND GENERL ELEC 6,456 6,456
POST HOLDINGS INC 201,564 201,564
POWELL INDS INC 19,505 19,505
PPG INDUSTRIES INC 2,867 2,867
PPL CORP 190,475 190,475
PREMIER INC 6,169 6,169
PRESTIGE CONSUMER 128,458 128,458
PRICE T ROWE GROUP INC 298,445 298,445
PRICESMART INC 65,072 65,072
PRIMERICA INC 280,377 280,377
PRIMORIS SVCS CORP 69,753 69,753
PRINCIPAL FINL 307,008 307,008
PROGRESS SOFTWARE CO 48,146 48,146
PROGRESSIVE CO OHIO 611,245 611,245
PROSPERITY BANCSHARE 176,922 176,922
PRUDENTIAL FINL 499,011 499,011
PTC INC 243,812 243,812
PTC THERAPEUTICS INC 41,484 41,484
PUB SVC ENTERPISE GP 307,375 307,375
PULTEGROUP INC 341,946 341,946
PURE STORAGE INC 118,498 118,498
PVH CORP 168,989 168,989
QUALCOMM INC 804,354 804,354
QUALYS INC 69,970 69,970
QUANTA SERVICES INC 429,512 429,512
QUANTUMSCAPE CORP 9,425 9,425
QUEST DIAGNOSTIC INC 250,126 250,126
RADNET INC 71,097 71,097
RALPH LAUREN CORP 241,374 241,374
RAMBUS INC DEL 32,086 32,086
RAPID SEVEN INC 2,374 2,374
RAYMOND JAMES FINL 459,000 459,000
RBC BEARINGS INC 132,220 132,220
REGAL REXNORD CORP 158,543 158,543
REGIONS FINL CO 365,854 365,854
REINSURANCE GP AMERICA 357,189 357,189
RELIANCE STL & ALUMI 393,120 393,120
RENAISSANCERE HLDGS 218,455 218,455
RENASANT CORP 55,055 55,055
REPLIGEN CORP 30,515 30,515
REPUBLIC SERVICES 552,843 552,843
RESIDEO TECHNOLOGIES INC 76,687 76,687
RESMED INC 226,403 226,403
REYNOLDS CONSUMER PRODS 22,429 22,429
RH 157,830 157,830
RINGCENTRAL INC 39,666 39,666
RLI CORP 162,028 162,028
ROBERT HALF INTL 2,114 2,114
ROBINHOOD MKTS INC 496,415 496,415
ROBLOX CORP 35,237 35,237
ROCKET COMPANIES CLASS A 2,522 2,522
ROCKWELL AUTOMATION 459,550 459,550
ROLLINS INC 207,555 207,555
ROPER TECHNOLOGIES 248,488 248,488
ROSS STORES INC 745,307 745,307
ROYAL CARIBBEAN GROUP 941,446 941,446
ROYAL GOLD INC 153,078 153,078
RPM INTERNTNL 389,239 389,239
RUSH ENTERPRISES INC (A) 117,196 117,196
RUSH ENTERPRISES INC (B) 35,114 35,114
RXO INC 46,440 46,440
RYDER SYSTEM INC 200,781 200,781
S&P GLOBAL INC 585,185 585,185
SAIA INC 239,258 239,258
SALESFORCE INC 988,948 988,948
SAMSARA INC 33,292 33,292
SANMINA CORP 154,442 154,442
SCHEIN HENRY INC 22,905 22,905
SCHLUMBERGER LTD 305,033 305,033
SCHNEIDER NTNL INC 76,099 76,099
SCIENCE APPLICATIONS 171,135 171,135
SCOTTS MIRACLE-GRO CO 52,873 52,873
SEACOAST BK CORP FLA 2,202 2,202
SEADRILL 2021 LTD 39 39
SEAGATE TECHNOLOGY HLD 165,456 165,456
SEALED AIR CORP 15,934 15,934
SEI INVTS CO 283,896 283,896
SELECT MEDICAL HLDGS 46,446 46,446
SELECTIVE INS GROUP 143,460 143,460
SEMPRA 347,020 347,020
SEMTECH CORP 23,256 23,256
SENSATA TECH 4,192 4,192
SENSIENT TECHNOLOGIES CORP 18,171 18,171
SERVICE CORP INTL 306,748 306,748
SERVICE NOW INC 224,745 224,745
SERVISFIRST BANCSHS 111,772 111,772
SHAKE SHACK INC 47,637 47,637
SHARKNINJA INC 177,293 177,293
SHERWIN WILLIAMS CO 637,369 637,369
SHIFT4 PMTS INC 89,977 89,977
SIGNET JEWLERS LTD 105,811 105,811
SILGAN HOLDINGS INC 157,087 157,087
SIMMONS FIRST NATL CORP 7,874 7,874
SIMPLY GOOD FOODS CO 52,974 52,974
SIMPSON MANUFACTRG 182,910 182,910
SITEONE LANDSCAPE SUPPLY 14,626 14,626
SKECHERS U S A INC 237,223 237,223
SKYWEST INC 101,131 101,131
SLM CORP 239,532 239,532
SMITH A O 205,994 205,994
SMUCKER J M CO 37,331 37,331
SMURFIT WESTROCK PLC 92,531 92,531
SNAP INC 56,747 56,747
SNAP ON INC 364,941 364,941
SNOWFLAKE INC 59,139 59,139
SOFI TECHNOLOGIES INC 342,727 342,727
SOLARWINDS CORP 37,748 37,748
SONIC AUTOMOTIVE INC 29,711 29,711
SONOS INC 2,512 2,512
SOUTHERN COPPER CORP 71,537 71,537
SOUTHSTATE CORP 198,164 198,164
SOUTHWEST AIRLINES 78,604 78,604
SOUTHWEST GAS HOLDINGS INC 636 636
SPIRE INC 65,999 65,999
SPOTIFY TECHNOLOGY 94,845 94,845
SPROUTS FARMERS MARK 358,719 358,719
SPX TECHNOLOGIES INC 141,445 141,445
SS&C TECHNOLOGS HLDG 365,108 365,108
ST JOE CO 9,345 9,345
STANLEY BLACK & DECK 11,481 11,481
STARBUCKS CORP 230,498 230,498
STATE STREET CORP 393,385 393,385
STEEL DYNAMICS INC 407,458 407,458
STERIS PLC 5,345 5,345
STERLING INFRASTRUCTURE 87,931 87,931
STEWART INFORMATION SVCS 17,480 17,480
STIFEL FINL CO 370,962 370,962
STOCK YDS BANCORP 10,742 10,742
STONEX GROUP INC 71,322 71,322
STRATEGIC ED INC 56,706 56,706
STRIDE INC 98,214 98,214
STRYKER CORP 466,265 466,265
SUMMIT THERAPEUTICS INC 4,354 4,354
SYLVAMO CORP 81,944 81,944
SYMBOTIC INC 1,091 1,091
SYNCHRONY FINL 566,475 566,475
SYNOPSYS INC 184,922 184,922
SYNOVUS FINL CO 204,203 204,203
SYSCO CORP 70,343 70,343
TARGA RESOURCES CORP 478,916 478,916
TAYLOR MORRISON HOME 232,537 232,537
TD SYNNEX CORP 268,454 268,454
TE CONNECTIVITY LTD 404,319 404,319
TECHNIPFMC PLC 355,152 355,152
TECNOGLASS INC 56,000 56,000
TEGNA INC 31,258 31,258
TELEDYNE TECHNOLOGIES 316,073 316,073
TELEFLEX INCORPORATED 32,214 32,214
TELEPHONE & DATA SYS 36,941 36,941
TEMPUR SEALY INTERNTNL I 196,884 196,884
TERADYNE INCORPORATED 224,641 224,641
TEREX CORP 68,359 68,359
TESLA INC 1,314,499 1,314,499
TETRA TECH INC 194,061 194,061
TEXAS CAPITAL BANCSH 107,603 107,603
TEXAS INSTRUMENTS 816,981 816,981
TEXAS PACIFIC LAND CORP 449,020 449,020
TEXAS ROADHOUSE 230,409 230,409
TG THERAPEUTICS INC 31,063 31,063
THE COCA-COLA CO 1,347,555 1,347,555
THE TRADE DESK INC 151,966 151,966
THOR INDUSTRIES INC 142,416 142,416
TIDEWATER INC NEW 22,212 22,212
TIMKEN CO 125,611 125,611
TJX COMPANIES INC 973,970 973,970
TKO GROUP HLDGS INC 141,115 141,115
T-MOBILE US INC 955,540 955,540
TOAST INC 73,374 73,374
TOLL BROTHERS INC 302,658 302,658
TOOTSIE ROLL INDS 31,166 31,166
TOPBUILD CORP 239,732 239,732
TORO CO 13,457 13,457
TOWNEBANK PORTSMOUTH VA 64,067 64,067
TRACTOR SUPPLY COMP 361,339 361,339
TRADEWEB MKTS INC 174,778 174,778
TRANE TECHNOLOGIES PLC 406,654 406,654
TRANSDIGM GROUP INC 231,912 231,912
TRANSOCEAN INC 36,994 36,994
TRANSUNION 262,647 262,647
TRAVEL + LEISURE CO 69,369 69,369
TRAVELERS COS INC 1,019,928 1,019,928
TREX CO INC 118,110 118,110
TRI POINTE HOMES INC 138,840 138,840
TRIMBLE INC 256,708 256,708
TRINET GROUP INC 75,067 75,067
TRINITY INDUSTRIES 99,544 99,544
TRIPADVISOR INC 27,915 27,915
TRIUMPH FINL INC 36,534 36,534
TRUIST FINL CORP 136,994 136,994
TRUSTMARK CORP 66,036 66,036
TWILIO INC 420,539 420,539
TXNM ENERGY INC 45,433 45,433
TYLER TECHNOLOGIES 194,328 194,328
TYSON FOODS INC 11,545 11,545
U HAUL HOLDING CO 31,643 31,643
U HAUL HOLDING NON VOTIN 227,826 227,826
UBER TECHNOLOGIES INC 172,636 172,636
UFP INDS INC 209,078 209,078
UGI CORP NEW 17,305 17,305
ULTA BEAUTY INC. 304,451 304,451
ULTRA CLEAN HLDGS 1,833 1,833
UMB FINL CORP 161,616 161,616
UNDER ARMOUR INC (A) 11,965 11,965
UNDER ARMOUR INC 16,822 16,822
UNIFIRST CORP 72,200 72,200
UNION PACIFIC CORP 44,012 44,012
UNITED AIRLINES HLDGS 801,755 801,755
UNITED BANKSHRS INC 126,055 126,055
UNITED COMMUNITY BKS 17,286 17,286
UNITED PARKS AND RESORTS 75,238 75,238
UNITED RENTALS INC 903,797 903,797
UNITED STS CELLULAR CORP 63,535 63,535
UNITED STS STL CORP NEW 72,671 72,671
UNITED THERAPEUTICS 416,351 416,351
UNIVERSAL DISPLAY CO 92,398 92,398
UNUM GROUP 415,176 415,176
UPBOUND GROUP INC 43,113 43,113
URANIUM ENERGY CORP 28,533 28,533
URBAN OUTFITTERS INC 144,005 144,005
US BANCORP DEL 107,474 107,474
US FOODS HOLDING CORP 415,486 415,486
UTZ BRANDS INC 10,320 10,320
V F CORP 89,832 89,832
VALERO ENERGY CORP 539,151 539,151
VALLEY NTNL BANK 103,882 103,882
VALMONT INDUSTRIES 162,228 162,228
VALVOLINE INC 100,363 100,363
VEEVA SYSTEMS INC 243,470 243,470
VERINT SYSTEMS INC 9,470 9,470
VERISIGN INC 40,150 40,150
VERISK ANALYTICS INC 463,824 463,824
VERIZON COMMUNICATN 1,430,242 1,430,242
VERRA MOBILITY CORP 69,880 69,880
VERTEX INC 38,946 38,946
VERTIV HOLDINGS CO 412,745 412,745
VESTIS CORP 3,597 3,597
VIAVI SOLUTIONS INC 8,100 8,100
VICOR CORP 1,063 1,063
VICTORIAS SECRET & CO 25,846 25,846
VICTORY CAPITAL HOLDINGS 110,235 110,235
VIRTU FINL INC 116,781 116,781
VIRTUS INVSTMNT PTNR 26,470 26,470
VISA INC 3,195,480 3,195,480
VONTIER CORP 104,268 104,268
VOYA FINL INC 246,756 246,756
VULCAN MATERIALS COM 305,846 305,846
WABTEC 412,358 412,358
WAFD INC 68,639 68,639
WALKER & DUNLOP INC 14,970 14,970
WALMART INC 1,709,964 1,709,964
WARNER MUSIC GROUP CORP 26,195 26,195
WASTE MANAGEMENT INC 619,294 619,294
WATERS CORP 338,705 338,705
WATSCO INC 318,928 318,928
WATTS WATER TECH INC 138,244 138,244
WAYFAIR INC 23,756 23,756
WD-40 CO 63,582 63,582
WEATHERFORD INTL 59,739 59,739
WEBSTER FINL CO 245,177 245,177
WEC ENERGY GROUP INC 33,290 33,290
WEIS MARKETS INC 11,377 11,377
WELLS FARGO & CO 1,258,560 1,258,560
WENDYS CO 67,319 67,319
WERNER ENTERPRISES 5,532 5,532
WESBANCO INC 60,785 60,785
WESCO INTERNTNL 256,963 256,963
WEST PHARM SRVC INC 51,099 51,099
WESTERN ALLIANCE BNC 264,905 264,905
WESTERN DIGITAL CORP 256,469 256,469
WESTLAKE CORP 147,669 147,669
WEX INC 85,731 85,731
WHITE MOUNTAINS INS 178,946 178,946
WILEY & SONS INC JOHN 55,687 55,687
WILLIAMS COS INC 640,564 640,564
WILLIAMS SONOMA 454,617 454,617
WILLIS TOWERS WATSON 409,091 409,091
WILLSCOT HOLDINGS CORP 121,725 121,725
WINGSTOP INC 93,786 93,786
WINNEBAGO INDUSTRIES 45,248 45,248
WINTRUST FINL 228,593 228,593
WORKDAY INC 163,075 163,075
WORKIVA INC 9,417 9,417
WORLD KINECT CORP 36,341 36,341
WORTHINGTON ENTERPRISES 45,766 45,766
WSFS FINL CORP 90,108 90,108
WYNDHAM HOTELS & RESORTS 167,715 167,715
XCEL ENERGY INC 38,554 38,554
XEROX HOLDINGS CORP 30,331 30,331
XPO INC 267,808 267,808
XYLEM INC. 228,675 228,675
YELP INC 32,469 32,469
YETI HOLDINGS INCORPORAT 9,936 9,936
YUM BRANDS INC 262,551 262,551
ZEBRA TECHNOLOGIES 286,575 286,575
ZILLOW GROUP INC 284,870 284,870
ZILLOW GROUP INC (G) 62,773 62,773
ZIMMER BIOMET HLDGS 32,957 32,957
ZIONS BANCORP N A 107,252 107,252
ZOETIS INC 32,260 32,260
ZOOM VIDEO COMMUNICATION 243,524 243,524
ZOOMINFO TECHNOLOGIES IN 8,597 8,597
ZSCALER INC 19,845 19,845
ZURN ELKAY WTR SOLUTIONS 86,723 86,723

TY 2024 InvestmentsOtherSchedule2
Name:
I AM MERCY FOUNDATION
 
A/K/A I AM THE VINE FOUNDATION
EIN:
87-3403254
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESTMENT IN EXETER CORE PLATFORM II LLC (42.5% CARRIED INTEREST) FMV 27,358,695 27,358,695
INVESTMENT IN EXETER CORE PLATFORM II LLC (47.65% CAPITAL/EQUITY INTEREST) FMV 5,630,284 5,630,284
INVESTMENT IN GRAFTON STREET PARTNERS CAYMAN FUND LLC FMV 54,012,909 54,012,909
INVESTMENT IN NEXETERS LLC (2% NON-VOTING COMMON INTEREST) FMV 753,720 753,720
INVESTMENT IN JPM PRIVATE CREDIT SECONDARIES & TA STRATEGIC PARTNERS FMV 889,640 889,640
INVESTMENT IN ARES CREDIT SECONDARIES FMV 75,868 75,868
INVESTMENT IN ARES DIRECT LENDING FUND FMV 1,818,695 1,818,695

TY 2024 OtherAssetsSchedule
Name:
I AM MERCY FOUNDATION
 
A/K/A I AM THE VINE FOUNDATION
EIN:
87-3403254
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROGRAM RELATED INVESTMENT - LOAN 607,746 546,359 546,359
INTEREST RECEIVABLE 0 2,769 2,769


TY 2024 OtherExpensesSchedule
Name:
I AM MERCY FOUNDATION
 
A/K/A I AM THE VINE FOUNDATION
EIN:
87-3403254
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 50 50   0
OFFICE EXPENSE 4,376 0   4,376


TY 2024 OtherIncomeSchedule2
Name:
I AM MERCY FOUNDATION
 
A/K/A I AM THE VINE FOUNDATION
EIN:
87-3403254
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER K-1 ACTIVITY -16,700 -51,415 -16,700


TY 2024 OtherIncreasesSchedule
Name:
I AM MERCY FOUNDATION
 
A/K/A I AM THE VINE FOUNDATION
EIN:
87-3403254
Description Amount
UNREALIZED GAIN ON FAIR MARKET VALUE OF INVESTMENTS 65,006,910


TY 2024 OtherProfessionalFeesSchedule
Name:
I AM MERCY FOUNDATION
 
A/K/A I AM THE VINE FOUNDATION
EIN:
87-3403254
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 691,449 691,449   0


TY 2024 TaxesSchedule
Name:
I AM MERCY FOUNDATION
 
A/K/A I AM THE VINE FOUNDATION
EIN:
87-3403254
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,240 2,240   0
OTHER TAXES 304 304   0