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 07-01-2024 , and ending 06-30-2025
Name of foundation
HENRY UNGER FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)2029 FAIRFIELD BEACH ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FAIRFIELD, CT06824
A Employer identification number

06-1457223
B Telephone number (see instructions)

(203) 255-2001
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$2,287,184J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 42,152 42,152  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 85,657
b Gross sales price for all assets on line 6a 579,554
7 Capital gain net income (from Part IV, line 2)... 85,657
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........ 127,809 127,809  
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
4,500 4,500   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
13,846 13,846   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
148 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,494 18,346   0
25 Contributions, gifts, grants paid....... 96,751 96,751
26 Total expenses and disbursements. Add lines 24 and 25 115,245 18,346   96,751
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 12,564
b Net investment income (if negative, enter -0-) 109,463
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......... 41,251 41,305 41,305
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) 26,279 Click to see attachment
List of Attached Documents:
// Content
39,902 		43,684
b Investments—corporate stock (attach schedule)....... 1,310,873 Click to see attachment
List of Attached Documents:
// Content
1,333,806 		1,772,326
c Investments—corporate bonds (attach schedule)....... 463,403 Click to see attachment
List of Attached Documents:
// Content
438,897 		429,869
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).......... 4,207 Click to see attachment
List of Attached Documents:
// Content
4,667 		0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,846,013 1,858,577 2,287,184
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
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........ 5,000 5,000
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,841,013 1,853,577
29 Total net assets or fund balances (see instructions)..... 1,846,013 1,858,577
30 Total liabilities and net assets/fund balances (see instructions). 1,846,013 1,858,577
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
1,846,013
2
Enter amount from Part I, line 27a .....................
2
12,564
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,858,577
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
1,858,577
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 ABBOTT LABS P 2022-09-07 2025-05-12
b ABBOTT LABS P 2022-09-08 2025-05-12
c ABBOTT LABS P 2022-09-06 2025-02-04
d ABBOTT LABS P 2022-09-07 2025-02-04
e ABBOTT LABS P 2021-10-29 2025-05-12
ABBVIE INC COM P 2022-05-05 2025-05-12
ACCENTURE PLC IRELAND P 2022-05-03 2025-06-27
ACCENTURE PLC IRELAND P 2023-02-09 2025-06-27
ACCENTURE PLC IRELAND P 2022-06-06 2025-06-27
ACCENTURE PLC IRELAND P 2022-06-03 2025-06-27
ACCENTURE PLC IRELAND P 2022-05-03 2025-05-12
ACCENTURE PLC IRELAND P 2022-05-03 2024-09-18
ACCENTURE PLC IRELAND P 2022-05-02 2024-09-18
ACCENTURE PLC IRELAND P 2022-05-02 2024-09-17
ACCENTURE PLC IRELAND P 2021-10-29 2024-09-17
ACCENTURE PLC IRELAND P 2021-10-29 2024-07-22
ACCENTURE PLC IRELAND P 2020-12-08 2024-07-19
ACCENTURE PLC IRELAND P 2021-10-29 2024-07-19
ADOBE INC. (DELAWARE) P 2024-06-21 2025-02-14
ADOBE INC. (DELAWARE) P 2024-03-13 2025-02-14
ADOBE INC. (DELAWARE) P 2024-06-21 2025-02-14
ADOBE INC. (DELAWARE) P 2024-03-11 2025-02-13
ADOBE INC. (DELAWARE) P 2024-03-13 2025-02-13
ADOBE INC. (DELAWARE) P 2024-03-12 2025-02-13
ADOBE INC. (DELAWARE) P 2024-03-11 2025-01-15
ADVANCED MICRO DEVICES P 2023-06-23 2025-03-19
ADVANCED MICRO DEVICES P 2023-06-28 2025-03-19
ADVANCED MICRO DEVICES P 2023-06-23 2025-03-18
ADVANCED MICRO DEVICES P 2023-04-19 2025-03-18
ADVANCED MICRO DEVICES P 2023-04-19 2025-02-13
ALPHABET INC CL A P 2021-10-29 2025-05-12
ALPHABET INC CL A P 2021-10-29 2025-01-15
ALPHABET INC CL A P 2021-10-29 2024-12-05
AMAZON.COM INC P 2020-12-08 2025-06-25
AMAZON.COM INC P 2021-10-29 2025-06-25
AMAZON.COM INC P 2020-12-08 2025-05-12
AMER EXPRESS CO P 2024-07-25 2025-05-12
AMERICAN TOWER CORP REIT P 2021-10-29 2025-05-12
AMERIPRISE FINANCIAL INC P 2021-10-29 2025-05-12
AMERIPRISE FINANCIAL INC P 2021-10-29 2024-09-23
ANALOG DEVICES INC P 2021-12-06 2025-05-12
ANALOG DEVICES INC P 2021-12-06 2024-09-18
ANALOG DEVICES INC P 2021-10-29 2024-09-18
ANALOG DEVICES INC P 2021-10-29 2024-09-17
APPLE INC P 2021-10-29 2025-05-12
APPLE INC P 2021-10-29 2024-12-05
APPLE INC P 2021-10-29 2024-08-06
APPLIED MATERIALS INC P 2022-06-21 2024-08-15
APPLIED MATERIALS INC P 2022-06-21 2024-08-15
APPLIED MATERIALS INC P 2022-06-21 2024-08-15
APPLIED MATERIALS INC P 2022-03-08 2024-08-15
APPLIED MATERIALS INC P 2021-10-29 2024-08-14
APPLIED MATERIALS INC P 2022-03-08 2024-08-14
ASML HLDG NV SPON ADR P 2023-09-12 2025-01-15
ASPEN TECHNOLOGY INC P 2023-03-02 2025-02-27
ASPEN TECHNOLOGY INC P 2023-03-01 2025-02-26
ASPEN TECHNOLOGY INC P 2022-03-25 2025-02-26
ASPEN TECHNOLOGY INC P 2023-02-23 2025-02-26
ASPEN TECHNOLOGY INC P 2023-03-02 2025-02-26
ASPEN TECHNOLOGY INC P 2023-02-28 2025-02-26
ASPEN TECHNOLOGY INC P 2021-11-03 2025-02-25
ASPEN TECHNOLOGY INC P 2022-03-25 2025-02-25
ASPEN TECHNOLOGY INC P 2021-11-03 2025-02-24
ASPEN TECHNOLOGY INC P 2021-11-03 2025-02-21
AUTOMATIC DATA PROCESSNG P 2022-02-14 2025-05-12
AUTOMATIC DATA PROCESSNG P 2022-02-14 2025-04-16
AUTOMATIC DATA PROCESSNG P 2022-02-11 2025-04-16
AUTOMATIC DATA PROCESSNG P 2021-10-29 2025-04-15
AUTOMATIC DATA PROCESSNG P 2022-02-11 2025-04-15
AUTOMATIC DATA PROCESSNG P 2022-02-10 2025-04-15
AUTOMATIC DATA PROCESSNG P 2021-10-29 2025-03-14
AUTOMATIC DATA PROCESSNG P 2021-10-29 2025-03-13
BANK OF NOVA SCO NTS B/E P 2021-10-28 2025-05-13
BENTLEY SYSTEMS INC CL B P 2020-12-08 2025-05-12
BERKLEY W R CORP P 2021-10-29 2025-05-12
BERKLEY W R CORP P 2021-10-29 2024-07-11
BJS WHSL CLUB HLDGS INC P 2024-03-26 2025-05-12
BLACKROCK INC P 2021-10-29 2025-05-12
BLACKROCK INC P 2021-10-29 2024-10-25
BLACKROCK INC P 2021-10-29 2024-10-24
BRIGHT HORIZONS FAMILY P 2021-01-29 2025-05-12
BRIGHT HORIZONS FAMILY P 2021-01-28 2025-05-12
BROADCOM INC P 2021-10-29 2025-05-27
BROADCOM INC P 2021-10-29 2025-05-12
BROADCOM INC P 2021-10-29 2025-01-08
BROADCOM INC P 2021-10-29 2024-10-15
BROADCOM INC P 2021-10-29 2024-10-14
BROADCOM INC P 2021-10-29 2024-10-11
BROADCOM INC P 2023-09-22 2025-05-12
BROADCOM INC P 2023-09-22 2025-01-15
BROADCOM INC P 2023-09-22 2024-09-30
BROADCOM INC P 2023-09-22 2024-09-27
CHARLES RIVER P 2020-12-08 2025-04-11
CHARLES RIVER P 2021-10-29 2025-04-11
CHIPOTLE MEXICAN GRILL P 2023-08-03 2025-05-12
CHIPOTLE MEXICAN GRILL P 2023-08-01 2025-05-12
CHIPOTLE MEXICAN GRILL P 2023-08-01 2024-07-03
CHIPOTLE MEXICAN GRILL P 2023-08-01 2024-07-02
CHOICE HOTELS INTL INC P 2023-04-12 2024-11-08
CHOICE HOTELS INTL INC P 2023-04-12 2024-11-07
CHOICE HOTELS INTL INC P 2023-04-12 2024-11-06
CHUBB LTD CHF P 2021-10-29 2025-05-12
CHUBB LTD CHF P 2021-10-29 2025-03-13
COCA COLA CO COM P 2021-10-29 2025-05-12
COCA COLA CO COM P 2021-10-29 2025-04-16
COCA COLA CO COM P 2021-10-29 2025-04-15
COCA COLA CO COM P 2020-12-08 2025-04-15
COCA COLA CO COM P 2023-04-19 2024-08-14
COCA COLA CO COM P 2022-11-11 2024-08-14
COCA COLA CO COM P 2023-01-17 2024-08-14
COCA COLA CO COM P 2022-11-14 2024-08-14
DANAHER CORP P 2022-07-29 2024-12-06
DANAHER CORP P 2022-05-20 2024-12-06
DANAHER CORP P 2021-10-29 2024-12-06
DANAHER CORP P 2021-10-29 2024-12-05
DISCOVERY COMMUNICATIONS P 2023-11-10 2025-06-30
DOLBY LABORATORIES INC P 2022-11-08 2024-07-18
DOLBY LABORATORIES INC P 2022-11-08 2024-07-17
DOLBY LABORATORIES INC P 2022-11-08 2024-07-16
DOLBY LABORATORIES INC P 2022-11-08 2024-07-15
DOLBY LABORATORIES INC P 2022-11-08 2024-07-12
DOLBY LABORATORIES INC P 2022-04-25 2024-07-11
DOLBY LABORATORIES INC P 2022-11-08 2024-07-11
DOLBY LABORATORIES INC P 2022-04-25 2024-07-10
DOLBY LABORATORIES INC P 2022-04-25 2024-07-09
DOLBY LABORATORIES INC P 2022-04-25 2024-07-08
DOLBY LABORATORIES INC P 2022-04-25 2024-07-05
DOLBY LABORATORIES INC P 2022-04-25 2024-07-03
DOLBY LABORATORIES INC P 2022-04-25 2024-07-02
DOLBY LABORATORIES INC P 2022-04-25 2024-07-01
DOLBY LABORATORIES INC P 2022-04-22 2024-07-01
EATON CORP PLC P 2024-11-22 2025-05-12
EQUIFAX INC P 2020-12-08 2025-05-12
EXXON MOBIL CORP P 2022-12-12 2025-05-12
EXXON MOBIL CORP P 2022-12-12 2024-07-19
FAIR ISAAC CORP P 2021-10-29 2024-12-10
FAIR ISAAC CORP P 2021-10-29 2024-10-21
HAMILTON LANE INC CL A P 2025-02-21 2025-05-12
HENRY JACK & ASSOC INC P 2021-10-29 2025-05-12
HENRY JACK & ASSOC INC P 2020-12-08 2025-05-12
HOME DEPOT INC P 2022-03-15 2025-05-12
HOME DEPOT INC P 2021-10-29 2025-03-13
HOME DEPOT INC P 2022-03-15 2025-03-13
HOME DEPOT INC P 2021-10-29 2025-02-24
HOME DEPOT INC P 2021-10-29 2025-02-21
HONEYWELL INTL INC P 2023-05-09 2024-08-14
HONEYWELL INTL INC P 2023-10-31 2024-08-14
HONEYWELL INTL INC P 2023-05-10 2024-08-14
HONEYWELL INTL INC P 2022-05-04 2024-08-13
HONEYWELL INTL INC P 2023-05-09 2024-08-13
HONEYWELL INTL INC P 2022-05-04 2024-08-12
HONEYWELL INTL INC P 2022-05-03 2024-08-12
INTERACTIVE BROKERS P 2021-10-29 2025-05-12
INTERACTIVE BROKERS P 2021-10-29 2025-03-21
INTUIT P 2023-03-27 2025-05-12
INTUIT P 2023-03-24 2024-11-13
INTUIT P 2023-03-27 2024-11-13
INTUIT P 2023-03-24 2024-11-12
JOHNSON & JOHNSON COM P 2021-10-29 2025-06-04
JOHNSON & JOHNSON COM P 2021-10-29 2025-05-12
JPMORGAN CHASE & CO P 2021-10-29 2025-05-12
JPMORGAN CHASE & CO P 2020-12-08 2024-10-24
JPMORGAN CHASE & CO P 2021-02-19 2024-10-24
JPMORGAN CHASE & CO P 2021-02-18 2024-10-24
JPMORGAN CHASE & CO P 2021-10-29 2024-10-24
KLA CORP P 2024-11-22 2025-06-27
KLA CORP P 2024-11-25 2025-06-27
KLA CORP P 2024-11-22 2025-05-12
LENNOX INTL INC P 2021-10-29 2025-05-12
LENNOX INTL INC P 2021-10-29 2025-03-24
LENNOX INTL INC P 2021-10-29 2025-03-21
LENNOX INTL INC P 2020-12-08 2025-03-21
LENNOX INTL INC P 2020-12-08 2025-03-20
LILLY ELI & CO P 2022-09-26 2025-05-12
LINDE PLC NEW EUR P 2021-10-29 2025-05-12
LINDE PLC NEW EUR P 2021-10-29 2024-09-18
LINDE PLC NEW EUR P 2021-10-29 2024-09-17
LPL FINL HLDGS INC COM P 2021-10-29 2025-05-12
MARSH & MCLENNAN COS INC P 2021-10-29 2025-05-12
MARSH & MCLENNAN COS INC P 2021-10-29 2025-04-16
MARSH & MCLENNAN COS INC P 2021-10-29 2025-04-15
MARSH & MCLENNAN COS INC P 2021-10-29 2024-08-13
MARSH & MCLENNAN COS INC P 2021-10-29 2024-08-12
MARSH & MCLENNAN COS INC P 2020-12-08 2024-08-12
MASTERCARD INC CL A P 2023-06-23 2025-05-12
MCDONALDS CORP P 2021-10-29 2025-05-12
MCDONALDS CORP P 2021-10-29 2025-04-16
MCDONALDS CORP P 2020-12-08 2025-04-15
MCDONALDS CORP P 2021-10-29 2025-04-15
META PLATFORMS INC CL A P 2023-06-23 2025-06-25
META PLATFORMS INC CL A P 2023-06-23 2025-05-12
META PLATFORMS INC CL A P 2023-06-23 2025-02-13
MICROSOFT CORP P 2021-10-29 2025-05-12
MICROSOFT CORP P 2021-10-29 2025-02-04
MICROSOFT CORP P 2020-12-08 2025-02-04
MICROSOFT CORP P 2021-10-29 2025-05-12
MICROSOFT CORP P 2021-10-29 2025-05-02
MICROSOFT CORP P 2021-10-29 2025-02-13
MORGAN STANLEY P 2023-08-16 2025-05-12
MORGAN STANLEY P 2023-08-16 2024-11-25
MORGAN STANLEY P 2022-01-20 2024-11-22
MORGAN STANLEY P 2023-08-16 2024-11-22
MORGAN STANLEY P 2023-07-24 2024-11-22
MORGAN STANLEY P 2022-01-20 2024-10-25
MORGAN STANLEY P 2022-01-20 2024-10-24
MORGAN STANLEY P 2022-01-20 2024-10-15
MORGAN STANLEY P 2021-10-29 2024-10-15
MORGAN STANLEY P 2021-10-29 2024-10-14
MORGAN STANLEY P 2021-10-29 2024-10-11
NEXTERA ENERGY INC COM P 2021-10-29 2025-05-12
NORDSON CORP P 2020-12-08 2025-05-12
NVIDIA CORP P 2024-04-01 2025-05-12
O REILLY AUTOMOTIVE INC P 2021-10-29 2024-08-06
ORACLE CORP P 2022-08-11 2025-06-17
ORACLE CORP P 2022-07-26 2025-06-16
ORACLE CORP P 2022-08-11 2025-06-16
ORACLE CORP P 2022-07-26 2025-05-12
ORACLE CORP P 2022-07-26 2024-11-25
ORACLE CORP P 2022-07-25 2024-11-25
ORACLE CORP P 2022-07-22 2024-11-22
ORACLE CORP P 2022-07-25 2024-11-22
ORACLE CORP P 2022-07-22 2024-10-22
ORACLE CORP P 2022-07-22 2024-10-21
ORACLE CORP P 2022-07-21 2024-09-17
ORACLE CORP P 2022-07-22 2024-09-17
ORACLE CORP P 2024-09-27 2025-06-25
ORACLE CORP P 2024-09-27 2025-05-12
PARKER HANNIFIN CORP P 2021-10-29 2024-11-13
PARKER HANNIFIN CORP P 2021-10-29 2024-11-12
PARKER HANNIFIN CORP P 2021-10-29 2024-09-30
PARKER HANNIFIN CORP P 2021-10-29 2024-09-27
PARKER HANNIFIN CORP P 2021-10-29 2024-09-24
PARKER HANNIFIN CORP P 2021-10-29 2024-09-23
PHILLIPS 66 P 2024-06-21 2025-06-18
PHILLIPS 66 P 2024-05-08 2025-06-17
PHILLIPS 66 P 2024-06-21 2025-06-17
PHILLIPS 66 P 2024-05-08 2025-06-16
PHILLIPS 66 P 2024-05-06 2025-06-16
PHILLIPS 66 P 2024-05-07 2025-06-16
PHILLIPS 66 P 2023-12-14 2025-06-16
PHILLIPS 66 P 2023-12-14 2025-06-06
PHILLIPS 66 P 2022-08-12 2025-06-06
PHILLIPS 66 P 2022-06-21 2025-06-06
PHILLIPS 66 P 2022-08-11 2025-06-06
PHILLIPS 66 P 2021-10-29 2025-06-05
PHILLIPS 66 P 2022-06-21 2025-06-05
PHILLIPS 66 P 2021-10-29 2025-06-04
PHILLIPS 66 P 2021-10-29 2025-05-12
PROCTER & GAMBLE CO P 2020-12-08 2025-05-12
PROGRESSIVE CORP OHIO P 2024-05-31 2025-06-25
PROGRESSIVE CORP OHIO P 2024-05-30 2025-06-25
PROGRESSIVE CORP OHIO P 2024-06-03 2025-06-25
PROGRESSIVE CORP OHIO P 2024-04-04 2025-06-25
PROGRESSIVE CORP OHIO P 2024-04-04 2025-05-12
PROGRESSIVE CORP OHIO P 2024-04-04 2025-03-19
PROGRESSIVE CORP OHIO P 2024-04-03 2025-03-18
PROGRESSIVE CORP OHIO P 2024-04-03 2024-09-30
PROGRESSIVE CORP OHIO P 2024-04-02 2024-09-30
PROGRESSIVE CORP OHIO P 2024-04-02 2024-09-27
PROGRESSIVE CORP OHIO P 2024-04-01 2024-09-27
PROLOGIS INC COM P 2022-09-09 2025-05-12
PROLOGIS INC COM P 2022-09-09 2025-03-14
PROLOGIS INC COM P 2022-09-07 2025-03-14
PROLOGIS INC COM P 2022-09-08 2025-03-14
PROLOGIS INC COM P 2022-09-07 2025-03-13
PROLOGIS INC COM P 2022-09-06 2025-03-13
REPUBLIC SERVICES INC P 2021-10-29 2025-05-12
REPUBLIC SERVICES INC P 2021-10-29 2025-04-15
ROLLINS INC P 2020-12-08 2025-05-12
RTX CORP P 2025-04-15 2025-05-12
S&P GLOBAL INC P 2022-03-08 2025-05-12
SAIA INC P 2023-02-22 2025-05-12
SALESFORCE, INC. P 2022-05-20 2025-06-25
SALESFORCE, INC. P 2021-10-29 2025-06-25
SALESFORCE, INC. P 2021-10-29 2025-05-12
SCOTTS MIRACLE-GRO CO P 2021-10-29 2025-04-02
SCOTTS MIRACLE-GRO CO P 2021-10-29 2025-04-01
SCOTTS MIRACLE-GRO CO P 2021-10-29 2025-03-31
SCOTTS MIRACLE-GRO CO P 2021-10-29 2025-03-27
SCOTTS MIRACLE-GRO CO P 2021-10-29 2025-03-26
SCOTTS MIRACLE-GRO CO P 2021-10-29 2025-03-24
SCOTTS MIRACLE-GRO CO P 2021-10-29 2025-02-27
SCOTTS MIRACLE-GRO CO P 2021-10-29 2025-02-26
SCOTTS MIRACLE-GRO CO P 2021-10-29 2025-02-25
SCOTTS MIRACLE-GRO CO P 2020-12-08 2025-02-25
SCOTTS MIRACLE-GRO CO P 2020-12-08 2025-02-24
SHERWIN WILLIAMS CO P 2021-10-29 2025-03-19
SHERWIN WILLIAMS CO P 2021-10-29 2025-03-18
SHERWIN WILLIAMS CO P 2021-10-29 2024-09-30
SHERWIN WILLIAMS CO P 2021-10-29 2024-09-27
SITEONE LANDSCAPE SUPPLY P 2021-10-29 2025-05-12
TAIWAN SEMICONDUCTOR MFG P 2023-08-16 2025-05-12
TAIWAN SEMICONDUCTOR MFG P 2023-07-26 2025-01-08
TAIWAN SEMICONDUCTOR MFG P 2023-08-16 2025-01-08
TAIWAN SEMICONDUCTOR MFG P 2023-07-26 2024-10-21
TERADYNE INC P 2021-10-29 2025-03-24
TERADYNE INC P 2021-10-29 2025-03-21
TERADYNE INC P 2021-10-29 2024-10-22
TERADYNE INC P 2021-10-29 2024-10-21
TERADYNE INC P 2020-12-08 2024-10-21
TEXAS INSTRUMENTS P 2024-09-17 2025-05-12
THE COOPER COMPANIES INC P 2020-12-08 2025-05-12
THE COOPER COMPANIES INC P 2021-10-29 2025-05-12
THERMO FISHER SCIENTIFIC P 2024-02-05 2025-05-05
THERMO FISHER SCIENTIFIC P 2024-02-05 2025-05-02
THERMO FISHER SCIENTIFIC P 2022-07-29 2025-05-02
THERMO FISHER SCIENTIFIC P 2021-10-29 2025-05-02
THERMO FISHER SCIENTIFIC P 2022-11-01 2025-05-02
THOR INDUSTRIES INC P 2020-12-08 2025-05-12
TJX COS INC NEW P 2024-05-07 2025-05-12
TJX COS INC NEW P 2024-05-07 2025-04-16
TJX COS INC NEW P 2024-05-07 2025-04-15
TJX COS INC NEW P 2024-05-06 2025-04-15
TJX COS INC NEW P 2021-10-29 2025-05-12
TJX COS INC NEW P 2021-10-29 2025-05-05
TJX COS INC NEW P 2021-10-29 2025-05-02
TRANE TECHNOLOGIES PLC P 2023-10-04 2025-05-12
UNION PACIFIC CORP P 2021-10-29 2025-05-12
UNION PACIFIC CORP P 2021-10-29 2025-03-14
UNION PACIFIC CORP P 2021-10-29 2025-03-13
UNION PACIFIC CORP P 2021-10-29 2024-08-13
UNION PACIFIC CORP P 2020-12-08 2024-08-13
UNION PACIFIC CORP P 2020-12-08 2024-08-12
UNION PACIFIC CORP P 2021-10-29 2024-09-30
UNION PACIFIC CORP P 2021-10-29 2024-09-27
UNITED PARCEL SERVICE P 2023-09-22 2024-07-29
UNITED PARCEL SERVICE P 2024-02-20 2024-07-29
UNITED PARCEL SERVICE P 2023-12-14 2024-07-29
UNITED PARCEL SERVICE P 2024-02-16 2024-07-29
UNITED PARCEL SERVICE P 2023-09-22 2024-07-26
UNITED PARCEL SERVICE P 2022-12-01 2024-07-26
UNITED PARCEL SERVICE P 2022-06-06 2024-07-26
UNITED PARCEL SERVICE P 2021-10-29 2024-07-26
UNITED PARCEL SERVICE P 2022-06-03 2024-07-26
UNITED PARCEL SERVICE P 2022-11-30 2024-07-26
UNITED PARCEL SERVICE P 2021-10-29 2024-07-25
UNITEDHEALTH GROUP INC P 2023-01-09 2025-05-15
UNITEDHEALTH GROUP INC P 2023-01-10 2025-05-15
UNITEDHEALTH GROUP INC P 2023-01-11 2025-05-15
UNITEDHEALTH GROUP INC P 2023-02-09 2025-05-15
UNITEDHEALTH GROUP INC P 2023-02-10 2025-05-15
UNITEDHEALTH GROUP INC P 2021-12-06 2025-05-15
UNITEDHEALTH GROUP INC P 2022-11-03 2025-05-15
UNITEDHEALTH GROUP INC P 2022-08-11 2025-05-15
UNITEDHEALTH GROUP INC P 2025-03-14 2025-05-15
UNITEDHEALTH GROUP INC P 2025-03-13 2025-05-15
UNITEDHEALTH GROUP INC P 2024-03-20 2025-05-15
UNITEDHEALTH GROUP INC P 2022-01-20 2025-05-15
UNITEDHEALTH GROUP INC P 2021-12-07 2025-05-15
UNITEDHEALTH GROUP INC P 2021-12-06 2025-05-12
UNITEDHEALTH GROUP INC P 2023-01-11 2025-05-14
UNITEDHEALTH GROUP INC P 2022-06-21 2025-05-14
UNITEDHEALTH GROUP INC P 2023-01-12 2025-05-14
UNITEDHEALTH GROUP INC P 2022-06-22 2025-05-14
UNITEDHEALTH GROUP INC P 2022-06-21 2024-09-30
UNITEDHEALTH GROUP INC P 2022-06-21 2024-09-27
UNIVERSAL DISPLAY CORP P 2024-06-28 2025-05-12
US TSY NOTE 00.750 % P 2021-12-03 2025-05-13
VISA INC CL A P 2021-10-29 2025-05-12
WATSCO INC P 2022-03-08 2025-05-12
WELLS FARGO & CO B/E P 2021-11-01 2025-05-13
WESTERN DIGITAL CORP NTS P 2021-05-04 2025-04-14
WESTERN DIGITAL CORP NTS P 2021-11-01 2025-04-14
ZEBRA TECHNOLOGIES CORP P 2020-12-08 2025-05-12
ZURN ELKAY WATER P 2023-08-22 2025-05-12
(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 395   313 82
b 1,186   956 230
c 1,920   1,546 374
d 4,096   3,336 760
e 792   767 25
1,530   1,214 316
295   305 -10
1,180   1,148 32
2,065   2,149 -84
2,360   2,436 -76
964   916 48
1,004   916 88
1,339   1,205 134
1,028   904 124
2,056   2,155 -99
1,324   1,436 -112
3,313   2,493 820
6,295   6,823 -528
461   651 -190
461   582 -121
1,381   1,593 -212
460   559 -99
920   1,163 -243
1,380   1,722 -342
1,678   2,237 -559
416   439 -23
1,040   1,098 -58
830   879 -49
1,245   1,078 167
2,354   1,887 467
950   877 73
3,887   2,925 962
2,433   2,047 386
213   157 56
4,470   3,490 980
1,873   1,412 461
1,492   1,212 280
623   623 0
514   304 210
462   304 158
1,336   1,075 261
896   717 179
1,792   1,386 406
3,148   2,426 722
1,472   1,029 443
2,674   1,617 1,057
1,857   1,323 534
209   95 114
838   474 364
838   477 361
838   493 345
201   135 66
2,210   1,356 854
2,193   1,857 336
264   217 47
264   214 50
264   183 81
264   218 46
527   434 93
791   639 152
475   329 146
844   585 259
1,056   731 325
792   548 244
1,234   811 423
295   203 92
886   615 271
299   224 75
1,196   820 376
2,393   1,651 742
3,209   2,469 740
2,915   2,244 671
3,867   3,964 -97
333   237 96
216   107 109
26   18 8
222   150 72
1,912   1,888 24
2,934   2,833 101
2,958   2,833 125
123   153 -30
123   157 -34
8,444   1,912 6,532
3,523   850 2,673
11,479   2,656 8,823
1,406   425 981
1,830   531 1,299
3,791   1,116 2,675
881   330 551
4,786   1,735 3,051
687   330 357
522   248 274
296   722 -426
1,773   7,951 -6,178
51   39 12
405   313 92
1,299   823 476
1,287   823 464
144   120 24
288   241 47
144   120 24
1,154   783 371
5,750   3,916 1,834
1,177   957 220
1,301   1,013 288
575   450 125
3,884   2,876 1,008
823   763 60
1,715   1,522 193
1,784   1,609 175
1,990   1,780 210
230   257 -27
460   443 17
689   809 -120
2,056   2,428 -372
3,536   3,425 111
162   134 28
406   334 72
241   201 40
80   67 13
240   201 39
159   154 5
159   134 25
158   154 4
79   77 2
159   154 5
160   154 6
321   307 14
404   384 20
159   154 5
239   233 6
1,292   1,292 0
276   184 92
981   948 33
5,368   4,844 524
2,202   401 1,801
1,976   401 1,575
172   155 17
181   166 15
181   160 21
1,502   1,307 195
2,095   2,248 -153
3,142   2,940 202
2,297   2,248 49
6,576   6,370 206
394   394 0
984   911 73
1,968   1,966 2
1,572   1,615 -43
1,965   1,972 -7
2,168   2,221 -53
2,562   2,559 3
196   71 125
1,558   639 919
658   428 230
709   428 281
709   428 281
1,402   857 545
5,841   6,144 -303
1,543   1,617 -74
2,602   1,709 893
447   244 203
895   592 303
1,566   1,014 552
2,908   2,222 686
2,676   1,912 764
8,029   5,755 2,274
756   637 119
595   301 294
580   301 279
569   301 268
1,138   565 573
581   282 299
755   308 447
909   644 265
1,868   1,288 580
2,834   1,932 902
374   167 207
1,128   839 289
1,161   838 323
4,225   3,019 1,206
1,303   1,006 297
652   503 149
1,955   1,045 910
576   379 197
1,240   983 257
1,549   1,229 320
313   208 105
3,446   2,704 742
2,130   859 1,271
1,277   573 704
2,898   1,145 1,753
5,366   3,943 1,423
3,297   2,629 668
15,250   7,951 7,299
2,237   1,634 603
2,179   1,634 545
2,456   1,961 495
1,650   1,121 529
1,882   1,208 674
135   100 35
269   173 96
3,369   2,368 1,001
1,647   1,399 248
4,157   3,499 658
113   100 13
1,804   1,646 158
2,008   1,852 156
3,095   2,881 214
1,539   1,539 0
203   199 4
1,959   1,445 514
2,236   1,261 975
4,200   1,548 2,652
2,117   744 1,373
2,329   851 1,478
2,195   1,041 1,154
1,325   521 804
4,353   1,724 2,629
385   149 236
5,391   2,099 3,292
2,625   1,121 1,504
3,129   1,345 1,784
2,518   1,107 1,411
3,693   1,644 2,049
4,665   3,698 967
470   470 0
707   301 406
701   301 400
627   301 326
634   301 333
622   301 321
1,240   602 638
3,113   3,451 -338
1,624   1,915 -291
1,624   1,795 -171
371   442 -71
865   1,018 -153
1,360   1,597 -237
1,484   1,551 -67
798   905 -107
912   709 203
1,026   862 164
1,824   1,403 421
449   303 146
1,236   1,053 183
3,160   2,122 1,038
1,069   682 387
1,283   1,103 180
261   209 52
261   205 56
261   208 53
1,569   1,260 309
559   420 139
817   630 187
1,423   1,054 369
252   211 41
505   420 85
251   210 41
251   208 43
1,220   1,220 0
112   129 -17
893   1,005 -112
2,010   2,286 -276
447   502 -55
1,454   1,596 -142
964   535 429
2,205   1,203 1,002
223   151 72
1,042   1,032 10
517   388 129
293   275 18
269   157 112
2,149   2,379 -230
575   595 -20
169   445 -276
330   891 -561
219   594 -375
172   445 -273
285   742 -457
176   445 -269
59   148 -89
546   1,336 -790
61   148 -87
121   354 -233
364   1,062 -698
1,333   1,288 45
1,010   966 44
761   644 117
1,149   966 183
253   470 -217
1,872   921 951
2,491   1,192 1,299
6,021   2,672 3,349
5,439   2,681 2,758
725   1,086 -361
2,014   3,122 -1,108
126   136 -10
754   814 -60
879   830 49
1,311   1,407 -96
84   86 -2
168   209 -41
844   1,104 -260
424   552 -128
424   602 -178
849   1,243 -394
1,273   1,556 -283
162   191 -29
1,571   1,174 397
1,648   1,272 376
1,807   1,370 437
2,065   1,553 512
525   259 266
775   389 386
1,550   778 772
1,246   596 650
1,155   1,155 0
2,604   2,670 -66
3,756   3,883 -127
710   728 -18
947   823 124
2,596   2,263 333
736   723 13
490   482 8
771   928 -157
1,028   1,189 -161
1,800   2,267 -467
2,571   2,963 -392
903   1,083 -180
1,161   1,710 -549
1,161   1,688 -527
1,548   2,585 -1,037
2,064   2,953 -889
2,064   2,980 -916
7,059   11,849 -4,790
264   492 -228
264   486 -222
264   491 -227
529   973 -444
793   1,481 -688
1,058   1,836 -778
1,058   2,181 -1,123
1,322   2,674 -1,352
1,322   2,435 -1,113
1,851   3,368 -1,517
2,908   5,420 -2,512
4,230   7,485 -3,255
5,552   9,735 -4,183
1,515   1,836 -321
942   1,473 -531
942   1,424 -482
942   1,486 -544
1,257   1,959 -702
1,167   949 218
1,161   949 212
308   421 -113
3,883   3,942 -59
711   426 285
484   285 199
13,698   14,238 -540
2,000   2,042 -42
12,000   12,236 -236
298   377 -79
334   257 77
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       82
b       230
c       374
d       760
e       25
      316
      -10
      32
      -84
      -76
      48
      88
      134
      124
      -99
      -112
      820
      -528
      -190
      -121
      -212
      -99
      -243
      -342
      -559
      -23
      -58
      -49
      167
      467
      73
      962
      386
      56
      980
      461
      280
      0
      210
      158
      261
      179
      406
      722
      443
      1,057
      534
      114
      364
      361
      345
      66
      854
      336
      47
      50
      81
      46
      93
      152
      146
      259
      325
      244
      423
      92
      271
      75
      376
      742
      740
      671
      -97
      96
      109
      8
      72
      24
      101
      125
      -30
      -34
      6,532
      2,673
      8,823
      981
      1,299
      2,675
      551
      3,051
      357
      274
      -426
      -6,178
      12
      92
      476
      464
      24
      47
      24
      371
      1,834
      220
      288
      125
      1,008
      60
      193
      175
      210
      -27
      17
      -120
      -372
      111
      28
      72
      40
      13
      39
      5
      25
      4
      2
      5
      6
      14
      20
      5
      6
      0
      92
      33
      524
      1,801
      1,575
      17
      15
      21
      195
      -153
      202
      49
      206
      0
      73
      2
      -43
      -7
      -53
      3
      125
      919
      230
      281
      281
      545
      -303
      -74
      893
      203
      303
      552
      686
      764
      2,274
      119
      294
      279
      268
      573
      299
      447
      265
      580
      902
      207
      289
      323
      1,206
      297
      149
      910
      197
      257
      320
      105
      742
      1,271
      704
      1,753
      1,423
      668
      7,299
      603
      545
      495
      529
      674
      35
      96
      1,001
      248
      658
      13
      158
      156
      214
      0
      4
      514
      975
      2,652
      1,373
      1,478
      1,154
      804
      2,629
      236
      3,292
      1,504
      1,784
      1,411
      2,049
      967
      0
      406
      400
      326
      333
      321
      638
      -338
      -291
      -171
      -71
      -153
      -237
      -67
      -107
      203
      164
      421
      146
      183
      1,038
      387
      180
      52
      56
      53
      309
      139
      187
      369
      41
      85
      41
      43
      0
      -17
      -112
      -276
      -55
      -142
      429
      1,002
      72
      10
      129
      18
      112
      -230
      -20
      -276
      -561
      -375
      -273
      -457
      -269
      -89
      -790
      -87
      -233
      -698
      45
      44
      117
      183
      -217
      951
      1,299
      3,349
      2,758
      -361
      -1,108
      -10
      -60
      49
      -96
      -2
      -41
      -260
      -128
      -178
      -394
      -283
      -29
      397
      376
      437
      512
      266
      386
      772
      650
      0
      -66
      -127
      -18
      124
      333
      13
      8
      -157
      -161
      -467
      -392
      -180
      -549
      -527
      -1,037
      -889
      -916
      -4,790
      -228
      -222
      -227
      -444
      -688
      -778
      -1,123
      -1,352
      -1,113
      -1,517
      -2,512
      -3,255
      -4,183
      -321
      -531
      -482
      -544
      -702
      218
      212
      -113
      -59
      285
      199
      -540
      -42
      -236
      -79
      77
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 85,657
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 1,522
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 1,522
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 1,522
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 8,913
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 8,913
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 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 7,391
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow7,391 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
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 arrowCT
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 arrowBARBARA UNGER WALES Telephone no.right arrow (203) 255-2001

Located atright arrow2029 FAIRFIELD BEACH ROADFAIRFIELDCT ZIP+4right arrow06824
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BARBARA UNGER WALES PRESIDENT/TRUSTEE
0.25 		0 0 0
2029 FAIRFIELD BEACH ROAD
FAIRFIELD,CT06824
JANE UNGER VICE PRESIDENT/TRUSTEE
0.25 		0 0 0
22 BEAVER BROOK ROAD
WESTON,CT06883
DANE UNGER VICE PRESIDENT/TRUSTEE
0.25 		0 0 0
90 CANTERBURY LANE
RIDGEFIELD,CT06877
MARK UNGER VICE PRESIDENT/TRUSTEE
0.25 		0 0 0
82 RUSSEL ROAD
BETHANY,CT06524
TERESA FOSTER VICE PRESIDENT/TRUSTEE
0.25 		0 0 0
1255 RESERVE ST 150
SILVERTON,OR97381
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
2,177,651
b
Average of monthly cash balances.......................
1b
43,476
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,221,127
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
2,221,127
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
33,317
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,187,810
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
109,391
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
109,391
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,522
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,522
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
107,869
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
107,869
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
107,869
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
96,751
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
96,751
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 7 107,869
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 96,751
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$ 96,751
a Applied to 2023, but not more than line 2a 96,751
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..... 0
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 .......... 		107,869
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or 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

BAND OF PARENTS

2248 BROADWAY 1009
NEW YORK,NY10024 		  PC TO SUPPORT CANCER RESEARCH. 76,751

THE ALS ASSOCIATION OF CONNECTICUT

4 OXFORD RD UNIT E4
MILFORD,CT06460 		  PC TO SUPPORT THE ALS CLINIC AND PROVIDE FOR MEDICAL EQUIPMENT FOR ALS PATIENTS. 20,000
Total .................................right arrow 3a 96,751
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 42,152  
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 85,657  
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) .. 0 127,809 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
127,809
(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
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Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
HENRY UNGER FAMILY FOUNDATION INC
EIN:
06-1457223
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 4,500 4,500   0

TY 2024 InvestmentsCorpBondsSchedule
Name:
HENRY UNGER FAMILY FOUNDATION INC
EIN:
06-1457223
Name of Bond End of Year Book Value End of Year Fair Market Value
UBS ACCOUNT 55482 - CORPORATE BONDS AND NOTES 438,897 429,869

TY 2024 InvestmentsCorpStockSchedule
Name:
HENRY UNGER FAMILY FOUNDATION INC
EIN:
06-1457223
Name of Stock End of Year Book Value End of Year Fair Market Value
UBS ACCOUNT 55259 - COMMON STOCK 405 405
UBS ACCOUNT 55478 - COMMON STOCK 124,606 137,187
UBS ACCOUNT 55480 - COMMON STOCK 335,437 481,732
UBS ACCOUNT 55481 - COMMON STOCK 873,358 1,153,002

TY 2024 InvestmentsGovtObligationsSch
Name:
HENRY UNGER FAMILY FOUNDATION INC
EIN:
06-1457223
US Government Securities - End of Year Book Value:

0
US Government Securities - End of Year Fair Market Value:

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


39,902
State & Local Government Securities - End of Year Fair Market Value:


43,684


TY 2024 InvestmentsOtherSchedule2
Name:
HENRY UNGER FAMILY FOUNDATION INC
EIN:
06-1457223
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
UBS ACCOUNT 55482 - ACCRUED INTEREST FMV 4,667 0

TY 2024 OtherProfessionalFeesSchedule
Name:
HENRY UNGER FAMILY FOUNDATION INC
EIN:
06-1457223
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 13,846 13,846   0


TY 2024 TaxesSchedule
Name:
HENRY UNGER FAMILY FOUNDATION INC
EIN:
06-1457223
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN WITHHOLDING TAX 148 0   0