﻿<?xml version="1.0" encoding="utf-8"?>
<Return xmlns="http://www.irs.gov/efile" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" returnVersion="2024v5.0">
  <ReturnHeader binaryAttachmentCnt="0">
    <ReturnTs>2025-11-11T09:13:31-05:00</ReturnTs>
    <TaxPeriodEndDt>2024-12-31</TaxPeriodEndDt>
    <PreparerFirmGrp>
      <PreparerFirmEIN>274637106</PreparerFirmEIN>
      <PreparerFirmName>
        <BusinessNameLine1Txt>SWIFT &amp; ASSOCIATES LLC</BusinessNameLine1Txt>
      </PreparerFirmName>
      <PreparerUSAddress>
        <AddressLine1Txt>5 COLD HILL RD S STE 19</AddressLine1Txt>
        <CityNm>MENDHAM</CityNm>
        <StateAbbreviationCd>NJ</StateAbbreviationCd>
        <ZIPCd>079453208</ZIPCd>
      </PreparerUSAddress>
    </PreparerFirmGrp>
    <ReturnTypeCd>990PF</ReturnTypeCd>
    <TaxPeriodBeginDt>2024-01-01</TaxPeriodBeginDt>
    <Filer>
      <EIN>352530665</EIN>
      <BusinessName>
        <BusinessNameLine1Txt>THE HARDARDT FAMILY FOUNDATION INC</BusinessNameLine1Txt>
      </BusinessName>
      <BusinessNameControlTxt>HARD</BusinessNameControlTxt>
      <PhoneNum>3039997278</PhoneNum>
      <USAddress>
        <AddressLine1Txt>960 CAPE MARCO DR UNIT 1902</AddressLine1Txt>
        <CityNm>MARCO ISLAND</CityNm>
        <StateAbbreviationCd>FL</StateAbbreviationCd>
        <ZIPCd>341456382</ZIPCd>
      </USAddress>
    </Filer>
    <BusinessOfficerGrp>
      <PersonNm>NANCY ANNE HARDARDT</PersonNm>
      <PersonTitleTxt>TRUSTEE, PRESIDENT</PersonTitleTxt>
      <PhoneNum>9733133377</PhoneNum>
      <SignatureDt>2025-11-05</SignatureDt>
    </BusinessOfficerGrp>
    <IRSResponsiblePrtyInfoCurrInd>false</IRSResponsiblePrtyInfoCurrInd>
    <PreparerPersonGrp>
      <PreparerPersonNm>DANIEL SWIFT</PreparerPersonNm>
      <PTIN>P01200630</PTIN>
      <PhoneNum>9735436088</PhoneNum>
      <PreparationDt>2025-11-11</PreparationDt>
    </PreparerPersonGrp>
    <TaxYr>2024</TaxYr>
    <BuildTS>2025-03-06 01:10:19Z</BuildTS>
  </ReturnHeader>
  <ReturnData documentCnt="6">
    <IRS990PF documentId="RetDoc7">
      <Organization501c3ExemptPFInd>X</Organization501c3ExemptPFInd>
      <FMVAssetsEOYAmt>51069</FMVAssetsEOYAmt>
      <MethodOfAccountingCashInd>X</MethodOfAccountingCashInd>
      <AnalysisOfRevenueAndExpenses>
        <ContriRcvdRevAndExpnssAmt>100</ContriRcvdRevAndExpnssAmt>
        <ScheduleBNotRequiredInd>X</ScheduleBNotRequiredInd>
        <DividendsRevAndExpnssAmt>1838</DividendsRevAndExpnssAmt>
        <DividendsNetInvstIncmAmt>1675</DividendsNetInvstIncmAmt>
        <DividendsAdjNetIncmAmt>1838</DividendsAdjNetIncmAmt>
        <NetGainSaleAstRevAndExpnssAmt referenceDocumentId="RetDoc2">2117</NetGainSaleAstRevAndExpnssAmt>
        <GrossSalesPriceAmt>16715</GrossSalesPriceAmt>
        <CapGainNetIncmNetInvstIncmAmt>202</CapGainNetIncmNetInvstIncmAmt>
        <TotalRevAndExpnssAmt>4055</TotalRevAndExpnssAmt>
        <TotalNetInvstIncmAmt>1877</TotalNetInvstIncmAmt>
        <TotalAdjNetIncmAmt>1838</TotalAdjNetIncmAmt>
        <AccountingFeesRevAndExpnssAmt referenceDocumentId="RetDoc1">675</AccountingFeesRevAndExpnssAmt>
        <AccountingFeesNetInvstIncmAmt>675</AccountingFeesNetInvstIncmAmt>
        <AccountingFeesAdjNetIncmAmt>675</AccountingFeesAdjNetIncmAmt>
        <AccountingFeesChrtblPrpsAmt>675</AccountingFeesChrtblPrpsAmt>
        <TaxesRevAndExpnssAmt referenceDocumentId="RetDoc5">75</TaxesRevAndExpnssAmt>
        <TaxesNetInvstIncmAmt>75</TaxesNetInvstIncmAmt>
        <TaxesAdjNetIncmAmt>75</TaxesAdjNetIncmAmt>
        <TaxesDsbrsChrtblAmt>75</TaxesDsbrsChrtblAmt>
        <OtherExpensesRevAndExpnssAmt referenceDocumentId="RetDoc4">490</OtherExpensesRevAndExpnssAmt>
        <OtherExpensesNetInvstIncmAmt>490</OtherExpensesNetInvstIncmAmt>
        <OtherExpensesAdjNetIncmAmt>490</OtherExpensesAdjNetIncmAmt>
        <OtherExpensesDsbrsChrtblAmt>490</OtherExpensesDsbrsChrtblAmt>
        <TotOprExpensesRevAndExpnssAmt>1240</TotOprExpensesRevAndExpnssAmt>
        <TotOprExpensesNetInvstIncmAmt>1240</TotOprExpensesNetInvstIncmAmt>
        <TotOprExpensesAdjNetIncmAmt>1240</TotOprExpensesAdjNetIncmAmt>
        <TotOprExpensesDsbrsChrtblAmt>1240</TotOprExpensesDsbrsChrtblAmt>
        <ContriPaidRevAndExpnssAmt>6600</ContriPaidRevAndExpnssAmt>
        <ContriPaidDsbrsChrtblAmt>6600</ContriPaidDsbrsChrtblAmt>
        <TotalExpensesRevAndExpnssAmt>7840</TotalExpensesRevAndExpnssAmt>
        <TotalExpensesNetInvstIncmAmt>1240</TotalExpensesNetInvstIncmAmt>
        <TotalExpensesAdjNetIncmAmt>1240</TotalExpensesAdjNetIncmAmt>
        <TotalExpensesDsbrsChrtblAmt>7840</TotalExpensesDsbrsChrtblAmt>
        <ExcessRevenueOverExpensesAmt>-3785</ExcessRevenueOverExpensesAmt>
        <NetInvestmentIncomeAmt>637</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>598</AdjustedNetIncomeAmt>
      </AnalysisOfRevenueAndExpenses>
      <Form990PFBalanceSheetsGrp>
        <SavAndTempCashInvstBOYAmt>3071</SavAndTempCashInvstBOYAmt>
        <SavAndTempCashInvstEOYAmt>2715</SavAndTempCashInvstEOYAmt>
        <SavAndTempCashInvstEOYFMVAmt>2715</SavAndTempCashInvstEOYFMVAmt>
        <CorporateStockBOYAmt>48282</CorporateStockBOYAmt>
        <CorporateStockEOYAmt referenceDocumentId="RetDoc3">44853</CorporateStockEOYAmt>
        <CorporateStockEOYFMVAmt>48354</CorporateStockEOYFMVAmt>
        <TotalAssetsBOYAmt>51353</TotalAssetsBOYAmt>
        <TotalAssetsEOYAmt>47568</TotalAssetsEOYAmt>
        <TotalAssetsEOYFMVAmt>51069</TotalAssetsEOYFMVAmt>
        <TotalLiabilitiesEOYAmt>0</TotalLiabilitiesEOYAmt>
        <OrganizationFollowsFASB117Ind>X</OrganizationFollowsFASB117Ind>
        <NoDonorRstrNetAssestsBOYAmt>51353</NoDonorRstrNetAssestsBOYAmt>
        <NoDonorRstrNetAssestsEOYAmt>47568</NoDonorRstrNetAssestsEOYAmt>
        <TotNetAstOrFundBalancesBOYAmt>51353</TotNetAstOrFundBalancesBOYAmt>
        <TotNetAstOrFundBalancesEOYAmt>47568</TotNetAstOrFundBalancesEOYAmt>
        <TotalLiabilitiesNetAstBOYAmt>51353</TotalLiabilitiesNetAstBOYAmt>
        <TotalLiabilitiesNetAstEOYAmt>47568</TotalLiabilitiesNetAstEOYAmt>
      </Form990PFBalanceSheetsGrp>
      <ChgInNetAssetsFundBalancesGrp>
        <TotNetAstOrFundBalancesBOYAmt>51353</TotNetAstOrFundBalancesBOYAmt>
        <ExcessRevenueOverExpensesAmt>-3785</ExcessRevenueOverExpensesAmt>
        <SubtotalAmt>47568</SubtotalAmt>
        <TotNetAstOrFundBalancesEOYAmt>47568</TotNetAstOrFundBalancesEOYAmt>
      </ChgInNetAssetsFundBalancesGrp>
      <CapGainsLossTxInvstIncmDetail>
        <CapitalGainNetIncomeAmt>202</CapitalGainNetIncomeAmt>
      </CapGainsLossTxInvstIncmDetail>
      <ExciseTaxBasedOnInvstIncmGrp>
        <InvestmentIncomeExciseTaxAmt>9</InvestmentIncomeExciseTaxAmt>
        <SubtotalAmt>9</SubtotalAmt>
        <TaxBasedOnInvestmentIncomeAmt>9</TaxBasedOnInvestmentIncomeAmt>
        <TaxDueAmt>9</TaxDueAmt>
      </ExciseTaxBasedOnInvstIncmGrp>
      <StatementsRegardingActyGrp>
        <LegislativePoliticalActyInd>false</LegislativePoliticalActyInd>
        <MoreThan100SpentInd>false</MoreThan100SpentInd>
        <Form1120POLFiledInd>false</Form1120POLFiledInd>
        <ActivitiesNotPreviouslyRptInd>false</ActivitiesNotPreviouslyRptInd>
        <ChangesToArticlesOrBylawsInd>false</ChangesToArticlesOrBylawsInd>
        <UnrelatedBusIncmOverLimitInd>false</UnrelatedBusIncmOverLimitInd>
        <OrganizationDissolvedEtcInd>false</OrganizationDissolvedEtcInd>
        <Section508eRqrSatisfiedInd>true</Section508eRqrSatisfiedInd>
        <AtLeast5000InAssetsInd>true</AtLeast5000InAssetsInd>
        <OrgReportOrRegisterStateCd>NJ</OrgReportOrRegisterStateCd>
        <Form990PFFiledWithAttyGenInd>true</Form990PFFiledWithAttyGenInd>
        <PrivateOperatingFoundationInd>true</PrivateOperatingFoundationInd>
        <NewSubstantialContributorsInd>false</NewSubstantialContributorsInd>
        <OwnControlledEntityInd>false</OwnControlledEntityInd>
        <DonorAdvisedFundInd>false</DonorAdvisedFundInd>
        <ComplyWithPublicInspRqrInd>true</ComplyWithPublicInspRqrInd>
        <WebsiteAddressTxt>N/A</WebsiteAddressTxt>
        <IndividualWithBooksNm>STEVEN ROBERT HARDARDT II</IndividualWithBooksNm>
        <PhoneNum>3039997278</PhoneNum>
        <LocationOfBooksUSAddress>
          <AddressLine1Txt>960 CAPE MARCO DR UNIT 1902</AddressLine1Txt>
          <CityNm>MARCO ISLAND</CityNm>
          <StateAbbreviationCd>FL</StateAbbreviationCd>
          <ZIPCd>341456382</ZIPCd>
        </LocationOfBooksUSAddress>
        <ForeignAccountsQuestionInd>false</ForeignAccountsQuestionInd>
      </StatementsRegardingActyGrp>
      <StatementsRegardingActy4720Grp>
        <SaleOrExchDisqualifiedPrsnInd>false</SaleOrExchDisqualifiedPrsnInd>
        <BrrwOrLendDisqualifiedPrsnInd>false</BrrwOrLendDisqualifiedPrsnInd>
        <FurnGoodsDisqualifiedPrsnInd>false</FurnGoodsDisqualifiedPrsnInd>
        <PayCompDisqualifiedPrsnInd>false</PayCompDisqualifiedPrsnInd>
        <TransferAstDisqualifiedPrsnInd>false</TransferAstDisqualifiedPrsnInd>
        <PaymentToGovernmentOfficialInd>false</PaymentToGovernmentOfficialInd>
        <UndistributedIncomePYInd>false</UndistributedIncomePYInd>
        <BusinessHoldingsInd>false</BusinessHoldingsInd>
        <JeopardyInvestmentsInd>false</JeopardyInvestmentsInd>
        <UncorrectedPYJeopardyInvstInd>false</UncorrectedPYJeopardyInvstInd>
        <InfluenceLegislationInd>false</InfluenceLegislationInd>
        <InfluenceElectionInd>false</InfluenceElectionInd>
        <GrantsToIndividualsInd>false</GrantsToIndividualsInd>
        <GrantsToOrganizationsInd>false</GrantsToOrganizationsInd>
        <NoncharitablePurposeInd>false</NoncharitablePurposeInd>
        <RcvFndsToPayPrsnlBnftCntrctInd>false</RcvFndsToPayPrsnlBnftCntrctInd>
        <PayPremiumsPrsnlBnftCntrctInd>false</PayPremiumsPrsnlBnftCntrctInd>
        <ProhibitedTaxShelterTransInd>false</ProhibitedTaxShelterTransInd>
        <SubjToTaxRmnrtnExPrchtPymtInd>false</SubjToTaxRmnrtnExPrchtPymtInd>
      </StatementsRegardingActy4720Grp>
      <OfficerDirTrstKeyEmplInfoGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>NANCY ANNE HARDARDT</PersonNm>
          <USAddress>
            <AddressLine1Txt>960 CAPE MARCO DR UNIT 1902</AddressLine1Txt>
            <CityNm>MARCO ISLAND</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>34145</ZIPCd>
          </USAddress>
          <TitleTxt>TRUSTEE, PRE</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>000.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>STEVEN ROBERT HARDARDT</PersonNm>
          <USAddress>
            <AddressLine1Txt>960 CAPE MARCO DR UNIT 1902</AddressLine1Txt>
            <CityNm>MARCO ISLAND</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>34145</ZIPCd>
          </USAddress>
          <TitleTxt>TRUSTEE, VP</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>000.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>STEVEN ROBERT HARDARDT II</PersonNm>
          <USAddress>
            <AddressLine1Txt>960 CAPE MARCO DR UNIT 1902</AddressLine1Txt>
            <CityNm>MARCO ISLAND</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>34145</ZIPCd>
          </USAddress>
          <TitleTxt>TRUSTEE TREA</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>000.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>DANIEL VINCENT HARDARDT</PersonNm>
          <USAddress>
            <AddressLine1Txt>960 CAPE MARCO DR UNIT 1902</AddressLine1Txt>
            <CityNm>MARCO ISLAND</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>34145</ZIPCd>
          </USAddress>
          <TitleTxt>TRUSTEE SECR</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>000.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <CompOfHghstPdEmplOrNONETxt>NONE</CompOfHghstPdEmplOrNONETxt>
        <CompOfHghstPdCntrctOrNONETxt>NONE</CompOfHghstPdCntrctOrNONETxt>
      </OfficerDirTrstKeyEmplInfoGrp>
      <SummaryOfDirectChrtblActyGrp>
        <Description1Txt>2,500 PROVIDED TO SUNGATE KIDS LOCATED AT 6090 GREENWOOD PLAZA BLVD, IN GREENWOOD VILLAGE, CO 80111. THIS ORGANIZATION PROVIDES COMPREHENSIVE INVESTIGATION SUPPORT SERVICES TO VICTIMS OF CHILD ABUSE, CHILD PROTECTION AND VICTIM ADVOCACY FOR KIDS.</Description1Txt>
        <Expenses1Amt>2500</Expenses1Amt>
        <Description2Txt>2,000 PROVIDED TO CHRIST COMMUNITY NAPLES LOCATED AT 4050 COLONIAL BLVD, NAPLES, FL 34116. A CHURCH PROVIDING WORSHIP SERVICES, COMMUNITY OUTREACH, AND EDUCATIONAL OPPORTUNITIES.</Description2Txt>
        <Expenses2Amt>2000</Expenses2Amt>
        <Description3Txt>1,000 PROVIDED TO NICHOLAS D SERGI FOUNDATION LOCATED AT 2625 BUTTERFIELD ROAD, SUITE 213W, OAK BROOK, IL 60523. THIS ORGANIZATION SUPPORTS A VARIETY OF ORGANIZATIONS WITH A FOCUS OF THOSE THAT STRENGTHEN FAMILIES, PROMOTE STRONG COMMUNITIES, ENCOURAGE FAITH, AND ENRICH THE YOUTH (PRIMARILY THOSE IN AGRICULTURAL EDUCATION.</Description3Txt>
        <Expenses3Amt>1000</Expenses3Amt>
        <Description4Txt>600 PROVIDED TO THE AMERICAN CANCER SOCIETY. LOCATED AT 270 PEACHTREE ST NW, SUITE 1300 IN ATLANTA, GA 3030. THIS ORGANIZATION IS COMBATING CANCER THROUGH ADVOCACY, RESEARCH, AND PATIENT SUPPORT, TO ENSURE THAT EVERYONE HAS AN OPPORTUNITY TO PREVENT, DETECT, TREAT, AND SURVIVE CANCER.</Description4Txt>
        <Expenses4Amt>600</Expenses4Amt>
      </SummaryOfDirectChrtblActyGrp>
      <SumOfProgramRelatedInvstGrp>
        <Description1Txt>N/A</Description1Txt>
      </SumOfProgramRelatedInvstGrp>
      <MinimumInvestmentReturnGrp>
        <AverageMonthlyFMVOfSecAmt>51528</AverageMonthlyFMVOfSecAmt>
        <AverageMonthlyCashBalancesAmt>2999</AverageMonthlyCashBalancesAmt>
        <FMVAllOtherNoncharitableAstAmt>0</FMVAllOtherNoncharitableAstAmt>
        <TotalFMVOfUnusedAssetsAmt>54527</TotalFMVOfUnusedAssetsAmt>
        <AdjustedTotalFMVOfUnusedAstAmt>54527</AdjustedTotalFMVOfUnusedAstAmt>
        <CashDeemedCharitableAmt>818</CashDeemedCharitableAmt>
        <NetVlNoncharitableAssetsAmt>53709</NetVlNoncharitableAssetsAmt>
        <MinimumInvestmentReturnAmt>2685</MinimumInvestmentReturnAmt>
      </MinimumInvestmentReturnGrp>
      <DistributableAmountGrp>
        <Sect4942j3j5FndtnAndFrgnOrgInd>X</Sect4942j3j5FndtnAndFrgnOrgInd>
      </DistributableAmountGrp>
      <PFQualifyingDistributionsGrp>
        <ExpensesAndContributionsAmt>7840</ExpensesAndContributionsAmt>
        <QualifyingDistributionsAmt>7840</QualifyingDistributionsAmt>
      </PFQualifyingDistributionsGrp>
      <UndistributedIncomeGrp>
        <QualifyingDistributionsAmt>7840</QualifyingDistributionsAmt>
        <RemainingDistriFromCorpusAmt>7840</RemainingDistriFromCorpusAmt>
        <TotalCorpusAmt>7840</TotalCorpusAmt>
      </UndistributedIncomeGrp>
      <PrivateOperatingFoundationsGrp>
        <Section4942j3Ind>X</Section4942j3Ind>
        <LessorAdjNetIncmMinInvstRetGrp>
          <CurrentYearAmt>598</CurrentYearAmt>
          <Year1Amt>683</Year1Amt>
          <Year2Amt>354</Year2Amt>
          <TotalAmt>1635</TotalAmt>
        </LessorAdjNetIncmMinInvstRetGrp>
        <Pct85LessorAdjIncmOrMinRetGrp>
          <CurrentYearAmt>508</CurrentYearAmt>
          <Year1Amt>581</Year1Amt>
          <Year2Amt>301</Year2Amt>
          <TotalAmt>1390</TotalAmt>
        </Pct85LessorAdjIncmOrMinRetGrp>
        <QualifyingDistributionsGrp>
          <CurrentYearAmt>7840</CurrentYearAmt>
          <Year1Amt>8181</Year1Amt>
          <Year2Amt>4449</Year2Amt>
          <Year3Amt>5510</Year3Amt>
          <TotalAmt>25980</TotalAmt>
        </QualifyingDistributionsGrp>
        <QualifyingDistriMadeDrtGrp>
          <CurrentYearAmt>7840</CurrentYearAmt>
          <Year1Amt>8181</Year1Amt>
          <Year2Amt>4449</Year2Amt>
          <Year3Amt>5510</Year3Amt>
          <TotalAmt>25980</TotalAmt>
        </QualifyingDistriMadeDrtGrp>
        <TwoThirdsMinimumInvstRetGrp>
          <CurrentYearAmt>1790</CurrentYearAmt>
          <Year1Amt>1781</Year1Amt>
          <Year2Amt>2121</Year2Amt>
          <Year3Amt>1655</Year3Amt>
          <TotalAmt>7347</TotalAmt>
        </TwoThirdsMinimumInvstRetGrp>
      </PrivateOperatingFoundationsGrp>
      <SupplementaryInformationGrp>
        <ContributingManagerNm>STEVEN HARDARDT</ContributingManagerNm>
        <OnlyContriToPreselectedInd>X</OnlyContriToPreselectedInd>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>AMERICAN CANCER SOCIETY</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>270 PEACHTREE ST NW</AddressLine1Txt>
            <CityNm>ATLANTA</CityNm>
            <StateAbbreviationCd>GA</StateAbbreviationCd>
            <ZIPCd>30303</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>CANCER TREATMENT AND RESEARCH</GrantOrContributionPurposeTxt>
          <Amt>600</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>NICHOLAS D SERGI FOUNDATION</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>2625 BUTTERFIELD ROAD</AddressLine1Txt>
            <CityNm>OAK BROOK</CityNm>
            <StateAbbreviationCd>IL</StateAbbreviationCd>
            <ZIPCd>60523</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>PROMOTE STRONG FAMILY AND COMMUNITIE</GrantOrContributionPurposeTxt>
          <Amt>1000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>SUNGATE KIDS</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>6090 GREENWOOD PLAZA BLVD</AddressLine1Txt>
            <CityNm>GREENWOOD VILLAGE</CityNm>
            <StateAbbreviationCd>CO</StateAbbreviationCd>
            <ZIPCd>80110</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>ASSISTANCE FOR ABUSED CHILDREN</GrantOrContributionPurposeTxt>
          <Amt>2500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>UNITED CHURCH OF MARCO ISLAND</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>320 N BARFIELD DR</AddressLine1Txt>
            <CityNm>MARCO ISLAND</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>34145</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>RELIGIOUS ORGANIZATION</GrantOrContributionPurposeTxt>
          <Amt>500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>CHRIST COMMUNITY NAPLES</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>4050 COLONIAL BLVD</AddressLine1Txt>
            <CityNm>NAPLES</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>34116</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>RELIGIOUS ORGANIZATION</GrantOrContributionPurposeTxt>
          <Amt>2000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <TotalGrantOrContriPdDurYrAmt>6600</TotalGrantOrContriPdDurYrAmt>
      </SupplementaryInformationGrp>
      <AnalysisIncomeProducingActyGrp>
        <DividendsAndInterestFromSecDtl>
          <RelatedOrExemptFunctionIncmAmt>1838</RelatedOrExemptFunctionIncmAmt>
        </DividendsAndInterestFromSecDtl>
        <GainSalesAstOthThanInvntryGrp>
          <RelatedOrExemptFunctionIncmAmt>2117</RelatedOrExemptFunctionIncmAmt>
        </GainSalesAstOthThanInvntryGrp>
        <SubtotalsIncmProducingActyGrp>
          <RelatedOrExemptFunctionIncmAmt>3955</RelatedOrExemptFunctionIncmAmt>
        </SubtotalsIncmProducingActyGrp>
        <TotalIncomeProducingActyAmt>3955</TotalIncomeProducingActyAmt>
      </AnalysisIncomeProducingActyGrp>
      <TrnsfrTransRlnNonchrtblEOGrp>
        <TrnsfrOfCashToNonchrtblEOInd>false</TrnsfrOfCashToNonchrtblEOInd>
        <TrnsfrOtherAssetNonchrtblEOInd>false</TrnsfrOtherAssetNonchrtblEOInd>
        <SalesOrExchangesOfAssetsInd>false</SalesOrExchangesOfAssetsInd>
        <PurchaseOfAssetsNonchrtblEOInd>false</PurchaseOfAssetsNonchrtblEOInd>
        <RentalOfFacilitiesOthAssetsInd>false</RentalOfFacilitiesOthAssetsInd>
        <ReimbursementArrangementsInd>false</ReimbursementArrangementsInd>
        <LoansOrLoanGuaranteesInd>false</LoansOrLoanGuaranteesInd>
        <PerformanceOfServicesEtcInd>false</PerformanceOfServicesEtcInd>
        <SharingOfFacilitiesEtcInd>false</SharingOfFacilitiesEtcInd>
        <RelationshipsNonchrtblEOInd>false</RelationshipsNonchrtblEOInd>
      </TrnsfrTransRlnNonchrtblEOGrp>
    </IRS990PF>
    <AccountingFeesSchedule documentId="RetDoc1">
      <AccountingFeesDetail>
        <CategoryTxt>ACCOUNTING FEES</CategoryTxt>
        <Amt>675</Amt>
        <NetInvestmentIncomeAmt>675</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>675</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>675</DisbursementsCharitablePrpsAmt>
      </AccountingFeesDetail>
    </AccountingFeesSchedule>
    <GainLossSaleOtherAssetsSch documentId="RetDoc2">
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>LORD ABBETT SHORT DURATION INCOME C</AssetDesc>
        <AcquiredDt>2024-01</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-02</SoldDt>
        <GrossSalesPriceAmt>1500</GrossSalesPriceAmt>
        <BasisAmt>1503</BasisAmt>
        <TotalNetAmt>-3</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>GOLDMAN SACHS GQH PARTNES INTL OPP I</AssetDesc>
        <AcquiredDt>2022-12</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-05</SoldDt>
        <GrossSalesPriceAmt>4155</GrossSalesPriceAmt>
        <BasisAmt>3132</BasisAmt>
        <TotalNetAmt>1023</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>EATON VANCE EMERG MKTS DB OPPOR CL I</AssetDesc>
        <AcquiredDt>2022-01</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-01</SoldDt>
        <GrossSalesPriceAmt>1360</GrossSalesPriceAmt>
        <BasisAmt>1346</BasisAmt>
        <TotalNetAmt>14</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>INNOVATOR ETFS TRUST US SML CP PWR</AssetDesc>
        <AcquiredDt>2024-06</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2025-03</SoldDt>
        <GrossSalesPriceAmt>2298</GrossSalesPriceAmt>
        <BasisAmt>2093</BasisAmt>
        <TotalNetAmt>205</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>FIDELITY SELECT HEALTH CARE DISCRETI</AssetDesc>
        <AcquiredDt>2022-01</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-11</SoldDt>
        <GrossSalesPriceAmt>2109</GrossSalesPriceAmt>
        <BasisAmt>1926</BasisAmt>
        <TotalNetAmt>183</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>INNOVATOR ETFS TRUST US SML CP PWR</AssetDesc>
        <AcquiredDt>2024-07</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-03</SoldDt>
        <GrossSalesPriceAmt>1870</GrossSalesPriceAmt>
        <BasisAmt>1791</BasisAmt>
        <TotalNetAmt>79</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>LORD ABBETT SHORT DURATION INCOME C</AssetDesc>
        <AcquiredDt>2024-01</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-01</SoldDt>
        <GrossSalesPriceAmt>250</GrossSalesPriceAmt>
        <BasisAmt>250</BasisAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>SELECT SECTOR SPDR TR FINANICAL</AssetDesc>
        <AcquiredDt>2022-05</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2020-10</SoldDt>
        <GrossSalesPriceAmt>1634</GrossSalesPriceAmt>
        <BasisAmt>1254</BasisAmt>
        <TotalNetAmt>380</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>ISHARES FLOATING RA</AssetDesc>
        <AcquiredDt>2023-06</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-01</SoldDt>
        <GrossSalesPriceAmt>1063</GrossSalesPriceAmt>
        <BasisAmt>1060</BasisAmt>
        <TotalNetAmt>3</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>ISHARE TRUST CORE DIVID GWTH</AssetDesc>
        <AcquiredDt>2021-02</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-02</SoldDt>
        <GrossSalesPriceAmt>274</GrossSalesPriceAmt>
        <BasisAmt>243</BasisAmt>
        <TotalNetAmt>31</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
    </GainLossSaleOtherAssetsSch>
    <InvestmentsCorpStockSchedule documentId="RetDoc3">
      <InvestmentsCorporateStockGrp>
        <StockNm>MUTUTAL FUNDS</StockNm>
        <EOYBookValueAmt>44853</EOYBookValueAmt>
        <EOYFMVAmt>48354</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
    </InvestmentsCorpStockSchedule>
    <OtherExpensesSchedule documentId="RetDoc4">
      <OtherExpensesScheduleGrp>
        <Desc>EXPENSES</Desc>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>ACCOUNT ADVISORY FEES</Desc>
        <RevenueAndExpensesPerBooksAmt>463</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>463</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>463</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>463</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>CHECK PURCHASE</Desc>
        <RevenueAndExpensesPerBooksAmt>27</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>27</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>27</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>27</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
    </OtherExpensesSchedule>
    <TaxesSchedule documentId="RetDoc5">
      <TaxesDetail>
        <CategoryTxt>NJ DIVISION OF CONSUMER AFFAIRS</CategoryTxt>
        <Amt>35</Amt>
        <NetInvestmentIncomeAmt>35</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>35</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>35</DisbursementsCharitablePrpsAmt>
      </TaxesDetail>
      <TaxesDetail>
        <CategoryTxt>ANNUAL REPORT</CategoryTxt>
        <Amt>33</Amt>
        <NetInvestmentIncomeAmt>33</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>33</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>33</DisbursementsCharitablePrpsAmt>
      </TaxesDetail>
      <TaxesDetail>
        <CategoryTxt>FEDERAL INVESTMENT INCOME TAX</CategoryTxt>
        <Amt>7</Amt>
        <NetInvestmentIncomeAmt>7</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>7</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>7</DisbursementsCharitablePrpsAmt>
      </TaxesDetail>
    </TaxesSchedule>
  </ReturnData>
</Return>