﻿<?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>2025-11-07T13:57:40-05:00</ReturnTs>
    <TaxPeriodEndDt>2025-06-30</TaxPeriodEndDt>
    <PreparerFirmGrp>
      <PreparerFirmEIN>823783607</PreparerFirmEIN>
      <PreparerFirmName>
        <BusinessNameLine1Txt>ALLIED TAX PLANNERS</BusinessNameLine1Txt>
      </PreparerFirmName>
      <PreparerUSAddress>
        <AddressLine1Txt>7300 JOHNSTON ROAD SUITE B</AddressLine1Txt>
        <CityNm>PLEASANTON</CityNm>
        <StateAbbreviationCd>CA</StateAbbreviationCd>
        <ZIPCd>94588</ZIPCd>
      </PreparerUSAddress>
    </PreparerFirmGrp>
    <ReturnTypeCd>990PF</ReturnTypeCd>
    <TaxPeriodBeginDt>2024-07-01</TaxPeriodBeginDt>
    <Filer>
      <EIN>816970408</EIN>
      <BusinessName>
        <BusinessNameLine1Txt>GIVERS AND FRIENDS FOUNDATION</BusinessNameLine1Txt>
      </BusinessName>
      <BusinessNameControlTxt>GIVE</BusinessNameControlTxt>
      <PhoneNum>6504940991</PhoneNum>
      <USAddress>
        <AddressLine1Txt>723 UNIVERSITY AVE</AddressLine1Txt>
        <CityNm>LOS ALTOS</CityNm>
        <StateAbbreviationCd>CA</StateAbbreviationCd>
        <ZIPCd>94022</ZIPCd>
      </USAddress>
    </Filer>
    <BusinessOfficerGrp>
      <PersonNm>NANCY CHAN</PersonNm>
      <PersonTitleTxt>TRUSTEE</PersonTitleTxt>
      <PhoneNum>6504940991</PhoneNum>
      <SignatureDt>2025-09-25</SignatureDt>
    </BusinessOfficerGrp>
    <IRSResponsiblePrtyInfoCurrInd>false</IRSResponsiblePrtyInfoCurrInd>
    <PreparerPersonGrp>
      <PreparerPersonNm>BRADLEY L HAUPT EA</PreparerPersonNm>
      <PTIN>P00563075</PTIN>
      <PhoneNum>5108862937</PhoneNum>
      <PreparationDt>2025-11-05</PreparationDt>
      <SelfEmployedInd>X</SelfEmployedInd>
    </PreparerPersonGrp>
    <TaxYr>2024</TaxYr>
    <BuildTS>2025-03-06 01:10:19Z</BuildTS>
  </ReturnHeader>
  <ReturnData documentCnt="9">
    <IRS990PF documentId="RetDoc10">
      <Organization501c3ExemptPFInd>X</Organization501c3ExemptPFInd>
      <FMVAssetsEOYAmt>137871</FMVAssetsEOYAmt>
      <MethodOfAccountingCashInd>X</MethodOfAccountingCashInd>
      <AnalysisOfRevenueAndExpenses>
        <ScheduleBNotRequiredInd>X</ScheduleBNotRequiredInd>
        <InterestOnSavRevAndExpnssAmt>6</InterestOnSavRevAndExpnssAmt>
        <InterestOnSavNetInvstIncmAmt>6</InterestOnSavNetInvstIncmAmt>
        <InterestOnSavingsAdjNetIncmAmt>6</InterestOnSavingsAdjNetIncmAmt>
        <DividendsRevAndExpnssAmt>296</DividendsRevAndExpnssAmt>
        <DividendsNetInvstIncmAmt>296</DividendsNetInvstIncmAmt>
        <DividendsAdjNetIncmAmt>296</DividendsAdjNetIncmAmt>
        <NetGainSaleAstRevAndExpnssAmt referenceDocumentId="RetDoc4">7961</NetGainSaleAstRevAndExpnssAmt>
        <GrossSalesPriceAmt>24864</GrossSalesPriceAmt>
        <TotalRevAndExpnssAmt>8263</TotalRevAndExpnssAmt>
        <TotalNetInvstIncmAmt>302</TotalNetInvstIncmAmt>
        <TotalAdjNetIncmAmt>302</TotalAdjNetIncmAmt>
        <AccountingFeesRevAndExpnssAmt referenceDocumentId="RetDoc2">1695</AccountingFeesRevAndExpnssAmt>
        <TaxesRevAndExpnssAmt referenceDocumentId="RetDoc9">25</TaxesRevAndExpnssAmt>
        <TravConfMeetingRevAndExpnssAmt>3204</TravConfMeetingRevAndExpnssAmt>
        <TravConfMeetingDsbrsChrtblAmt>3204</TravConfMeetingDsbrsChrtblAmt>
        <TotOprExpensesRevAndExpnssAmt>4924</TotOprExpensesRevAndExpnssAmt>
        <TotOprExpensesNetInvstIncmAmt>0</TotOprExpensesNetInvstIncmAmt>
        <TotOprExpensesDsbrsChrtblAmt>3204</TotOprExpensesDsbrsChrtblAmt>
        <ContriPaidRevAndExpnssAmt>3504</ContriPaidRevAndExpnssAmt>
        <ContriPaidDsbrsChrtblAmt>3504</ContriPaidDsbrsChrtblAmt>
        <TotalExpensesRevAndExpnssAmt>8428</TotalExpensesRevAndExpnssAmt>
        <TotalExpensesNetInvstIncmAmt>0</TotalExpensesNetInvstIncmAmt>
        <TotalExpensesDsbrsChrtblAmt>6708</TotalExpensesDsbrsChrtblAmt>
        <ExcessRevenueOverExpensesAmt>-165</ExcessRevenueOverExpensesAmt>
        <NetInvestmentIncomeAmt>302</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>302</AdjustedNetIncomeAmt>
      </AnalysisOfRevenueAndExpenses>
      <Form990PFBalanceSheetsGrp>
        <SavAndTempCashInvstBOYAmt>3080</SavAndTempCashInvstBOYAmt>
        <SavAndTempCashInvstEOYAmt>1665</SavAndTempCashInvstEOYAmt>
        <SavAndTempCashInvstEOYFMVAmt>1665</SavAndTempCashInvstEOYFMVAmt>
        <CorporateStockBOYAmt>118646</CorporateStockBOYAmt>
        <CorporateStockEOYAmt referenceDocumentId="RetDoc5">136206</CorporateStockEOYAmt>
        <CorporateStockEOYFMVAmt>136206</CorporateStockEOYFMVAmt>
        <LandBldgEquipCostOrOtherBssAmt>370</LandBldgEquipCostOrOtherBssAmt>
        <LandBldgEquipAccumDeprecAmt>370</LandBldgEquipAccumDeprecAmt>
        <TotalAssetsBOYAmt>121726</TotalAssetsBOYAmt>
        <TotalAssetsEOYAmt>137871</TotalAssetsEOYAmt>
        <TotalAssetsEOYFMVAmt>137871</TotalAssetsEOYFMVAmt>
        <TotalLiabilitiesEOYAmt>0</TotalLiabilitiesEOYAmt>
        <OrganizationFollowsFASB117Ind>X</OrganizationFollowsFASB117Ind>
        <NoDonorRstrNetAssestsBOYAmt>121726</NoDonorRstrNetAssestsBOYAmt>
        <NoDonorRstrNetAssestsEOYAmt>137871</NoDonorRstrNetAssestsEOYAmt>
        <TotNetAstOrFundBalancesBOYAmt>121726</TotNetAstOrFundBalancesBOYAmt>
        <TotNetAstOrFundBalancesEOYAmt>137871</TotNetAstOrFundBalancesEOYAmt>
        <TotalLiabilitiesNetAstBOYAmt>121726</TotalLiabilitiesNetAstBOYAmt>
        <TotalLiabilitiesNetAstEOYAmt>137871</TotalLiabilitiesNetAstEOYAmt>
      </Form990PFBalanceSheetsGrp>
      <ChgInNetAssetsFundBalancesGrp>
        <TotNetAstOrFundBalancesBOYAmt>121726</TotNetAstOrFundBalancesBOYAmt>
        <ExcessRevenueOverExpensesAmt>-165</ExcessRevenueOverExpensesAmt>
        <OtherIncreasesAmt referenceDocumentId="RetDoc8">16318</OtherIncreasesAmt>
        <SubtotalAmt>137879</SubtotalAmt>
        <OtherDecreasesAmt referenceDocumentId="RetDoc7">8</OtherDecreasesAmt>
        <TotNetAstOrFundBalancesEOYAmt>137871</TotNetAstOrFundBalancesEOYAmt>
      </ChgInNetAssetsFundBalancesGrp>
      <ExciseTaxBasedOnInvstIncmGrp>
        <RulingLetterDt>2016-12-08</RulingLetterDt>
        <InvestmentIncomeExciseTaxAmt>4</InvestmentIncomeExciseTaxAmt>
        <SubtotalAmt>4</SubtotalAmt>
        <TaxBasedOnInvestmentIncomeAmt>4</TaxBasedOnInvestmentIncomeAmt>
        <TaxDueAmt>4</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>
        <Form990PFFiledWithAttyGenInd>true</Form990PFFiledWithAttyGenInd>
        <PrivateOperatingFoundationInd>true</PrivateOperatingFoundationInd>
        <NewSubstantialContributorsInd>false</NewSubstantialContributorsInd>
        <OwnControlledEntityInd>false</OwnControlledEntityInd>
        <DonorAdvisedFundInd>false</DonorAdvisedFundInd>
        <ComplyWithPublicInspRqrInd>true</ComplyWithPublicInspRqrInd>
        <WebsiteAddressTxt>NONE</WebsiteAddressTxt>
        <IndividualWithBooksNm>NANCY CHAN</IndividualWithBooksNm>
        <PhoneNum>6504940991</PhoneNum>
        <LocationOfBooksUSAddress>
          <AddressLine1Txt>723 UNIVERSITY AVE</AddressLine1Txt>
          <CityNm>LOS ALTOS</CityNm>
          <StateAbbreviationCd>CA</StateAbbreviationCd>
          <ZIPCd>94022</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>ROBERT COOPER</PersonNm>
          <USAddress>
            <AddressLine1Txt>723 UNIVERSITY AVE</AddressLine1Txt>
            <CityNm>LOS ALTOS</CityNm>
            <StateAbbreviationCd>CA</StateAbbreviationCd>
            <ZIPCd>94022</ZIPCd>
          </USAddress>
          <TitleTxt>TRUSTEE</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>5.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>NANCY CHAN</PersonNm>
          <USAddress>
            <AddressLine1Txt>723 UNIVERSITY AVE</AddressLine1Txt>
            <CityNm>LOS ALTOS</CityNm>
            <StateAbbreviationCd>CA</StateAbbreviationCd>
            <ZIPCd>94022</ZIPCd>
          </USAddress>
          <TitleTxt>TRUSTEE</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>10.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <CompOfHghstPdEmplOrNONETxt>NONE</CompOfHghstPdEmplOrNONETxt>
        <CompOfHghstPdCntrctOrNONETxt>NONE</CompOfHghstPdCntrctOrNONETxt>
      </OfficerDirTrstKeyEmplInfoGrp>
      <SummaryOfDirectChrtblActyGrp>
        <Description1Txt>THE FOUNDATION ENCOURAGED YOUNG ADULTS WITH SELECTIVE MUTISM/SOCIAL ANXIETY TO PARTICIPATE IN THE SELECTIVE MUTISM ASSOCATION ANNUAL CONFERENCE SEPTEMBER 2023 OFFERED VIRTUALLY. THE SPEAKERS WERE MAINLY PSYCHOLIGIST/PSYCHIASTRISTS/SPEECHLANGUAGEPATHOLOGIST WHO FOCUSED ON THE OLDER AGE WITH SM (VERSUS YOUNGER CHILDREN) THAT YEAR. THERE WAS ALSO A GROUP OF YOUNG ADULTS WHO SHARED THEIR OWN JOURNEY IN OVERCOMING SM. THE FOUNDATION HAS CONTINUED TO SEARCH WEBSITES WORLDWIDE TO LOCATE YOUNG ADULTS WITH SM WHO MAY BE INTERESTED IN A TARGETED SUPPORT GROUP. THE FOUNDATION CONTINUES ITS PRACTICE OF HAVING "IN PERSON- AND ZOOM MEETUPS TO PRACTICE THE ART OF CONVERSATION. THIS YEAR (MARCH TO MAY), WE ALSO HAD A STAFF MEMBER OF THE DEPT. OF REHABILITATION WHO HELPS ITS CLIENTS SECURE JOBS JOIN IN SO AS TO BE EDUCATED ON THE DIFFICULTIES THE SM POPULATION HAVE WITH SPEAKING TO POSSIBLE JOB INTERVIEWERS.</Description1Txt>
        <Expenses1Amt>3504</Expenses1Amt>
        <Description2Txt>ROTARY CONTRIBUTION</Description2Txt>
        <Expenses2Amt>300</Expenses2Amt>
      </SummaryOfDirectChrtblActyGrp>
      <SumOfProgramRelatedInvstGrp>
        <Description1Txt>N/A</Description1Txt>
      </SumOfProgramRelatedInvstGrp>
      <MinimumInvestmentReturnGrp>
        <AverageMonthlyFMVOfSecAmt>124555</AverageMonthlyFMVOfSecAmt>
        <AverageMonthlyCashBalancesAmt>3317</AverageMonthlyCashBalancesAmt>
        <FMVAllOtherNoncharitableAstAmt>0</FMVAllOtherNoncharitableAstAmt>
        <TotalFMVOfUnusedAssetsAmt>127872</TotalFMVOfUnusedAssetsAmt>
        <AdjustedTotalFMVOfUnusedAstAmt>127872</AdjustedTotalFMVOfUnusedAstAmt>
        <CashDeemedCharitableAmt>1918</CashDeemedCharitableAmt>
        <NetVlNoncharitableAssetsAmt>125954</NetVlNoncharitableAssetsAmt>
        <MinimumInvestmentReturnAmt>6298</MinimumInvestmentReturnAmt>
      </MinimumInvestmentReturnGrp>
      <DistributableAmountGrp>
        <Sect4942j3j5FndtnAndFrgnOrgInd>X</Sect4942j3j5FndtnAndFrgnOrgInd>
      </DistributableAmountGrp>
      <PFQualifyingDistributionsGrp>
        <ExpensesAndContributionsAmt>6708</ExpensesAndContributionsAmt>
        <QualifyingDistributionsAmt>6708</QualifyingDistributionsAmt>
      </PFQualifyingDistributionsGrp>
      <UndistributedIncomeGrp>
        <QualifyingDistributionsAmt>6708</QualifyingDistributionsAmt>
        <RemainingDistriFromCorpusAmt>6708</RemainingDistriFromCorpusAmt>
        <TotalCorpusAmt>6708</TotalCorpusAmt>
      </UndistributedIncomeGrp>
      <PrivateOperatingFoundationsGrp>
        <PrivateOperatingFndtnRulingDt>2016-12-08</PrivateOperatingFndtnRulingDt>
        <Section4942j3Ind>X</Section4942j3Ind>
        <LessorAdjNetIncmMinInvstRetGrp>
          <CurrentYearAmt>302</CurrentYearAmt>
          <Year1Amt>573</Year1Amt>
          <Year3Amt>470</Year3Amt>
          <TotalAmt>1345</TotalAmt>
        </LessorAdjNetIncmMinInvstRetGrp>
        <Pct85LessorAdjIncmOrMinRetGrp>
          <CurrentYearAmt>257</CurrentYearAmt>
          <Year1Amt>487</Year1Amt>
          <Year3Amt>400</Year3Amt>
          <TotalAmt>1144</TotalAmt>
        </Pct85LessorAdjIncmOrMinRetGrp>
        <QualifyingDistributionsGrp>
          <CurrentYearAmt>6708</CurrentYearAmt>
          <Year1Amt>1382</Year1Amt>
          <Year2Amt>3641</Year2Amt>
          <Year3Amt>4252</Year3Amt>
          <TotalAmt>15983</TotalAmt>
        </QualifyingDistributionsGrp>
        <QualifyingDistriMadeDrtGrp>
          <CurrentYearAmt>6708</CurrentYearAmt>
          <Year1Amt>1382</Year1Amt>
          <Year2Amt>3641</Year2Amt>
          <Year3Amt>4252</Year3Amt>
          <TotalAmt>15983</TotalAmt>
        </QualifyingDistriMadeDrtGrp>
        <TwoThirdsMinimumInvstRetGrp>
          <CurrentYearAmt>4199</CurrentYearAmt>
          <Year1Amt>3491</Year1Amt>
          <Year2Amt>2880</Year2Amt>
          <Year3Amt>3567</Year3Amt>
          <TotalAmt>14137</TotalAmt>
        </TwoThirdsMinimumInvstRetGrp>
      </PrivateOperatingFoundationsGrp>
      <SupplementaryInformationGrp>
        <OnlyContriToPreselectedInd>X</OnlyContriToPreselectedInd>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>MISC CHARITIES INCLUDING</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>BOX 794</AddressLine1Txt>
            <CityNm>LOS ALTOS</CityNm>
            <StateAbbreviationCd>CA</StateAbbreviationCd>
            <ZIPCd>94022</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>EXEMPT</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>CHARITABLE</GrantOrContributionPurposeTxt>
          <Amt>3504</Amt>
        </GrantOrContributionPdDurYrGrp>
        <TotalGrantOrContriPdDurYrAmt>3504</TotalGrantOrContriPdDurYrAmt>
      </SupplementaryInformationGrp>
      <AnalysisIncomeProducingActyGrp>
        <IntOnSavAndTempCashInvstGrp>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>6</ExclusionAmt>
        </IntOnSavAndTempCashInvstGrp>
        <DividendsAndInterestFromSecDtl>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>296</ExclusionAmt>
        </DividendsAndInterestFromSecDtl>
        <GainSalesAstOthThanInvntryGrp>
          <RelatedOrExemptFunctionIncmAmt>7961</RelatedOrExemptFunctionIncmAmt>
        </GainSalesAstOthThanInvntryGrp>
        <SubtotalsIncmProducingActyGrp>
          <ExclusionAmt>302</ExclusionAmt>
          <RelatedOrExemptFunctionIncmAmt>7961</RelatedOrExemptFunctionIncmAmt>
        </SubtotalsIncmProducingActyGrp>
        <TotalIncomeProducingActyAmt>8263</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="RetDoc2">
      <AccountingFeesDetail>
        <CategoryTxt>INDIRECT ACCOUNTING FEES</CategoryTxt>
        <Amt>1695</Amt>
      </AccountingFeesDetail>
    </AccountingFeesSchedule>
    <DepreciationSchedule documentId="RetDoc3">
      <DepreciationPropertyGrp>
        <PropertyDesc>PRINTER</PropertyDesc>
        <AcquiredDt>2017-06-17</AcquiredDt>
        <CostOrOtherBasisAmt>370</CostOrOtherBasisAmt>
        <PriorYearDepreciationAmt>370</PriorYearDepreciationAmt>
        <ComputationMethodTxt>S/L</ComputationMethodTxt>
        <LifeRt>7.0000</LifeRt>
      </DepreciationPropertyGrp>
    </DepreciationSchedule>
    <GainLossSaleOtherAssetsSch documentId="RetDoc4">
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>ISHARES DOW JONES US ETF</AssetDesc>
        <AcquiredDt>2023-10</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-09</SoldDt>
        <GrossSalesPriceAmt>46</GrossSalesPriceAmt>
        <BasisAmt>39</BasisAmt>
        <TotalNetAmt>7</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>ISHARES RUSSELL 2000</AssetDesc>
        <AcquiredDt>2023-10</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-09</SoldDt>
        <GrossSalesPriceAmt>79</GrossSalesPriceAmt>
        <BasisAmt>72</BasisAmt>
        <TotalNetAmt>7</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>HONEYWELL INT'L</AssetDesc>
        <AcquiredDt>2024-02</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-10</SoldDt>
        <GrossSalesPriceAmt>2046</GrossSalesPriceAmt>
        <BasisAmt>1934</BasisAmt>
        <TotalNetAmt>112</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>ISHARES DOW JONES US ETF</AssetDesc>
        <AcquiredDt>2017-02</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-09</SoldDt>
        <GrossSalesPriceAmt>3486</GrossSalesPriceAmt>
        <BasisAmt>1544</BasisAmt>
        <TotalNetAmt>1942</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>ISHARES RUSSELL 2000 ETF</AssetDesc>
        <AcquiredDt>2016-04</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-09</SoldDt>
        <GrossSalesPriceAmt>5700</GrossSalesPriceAmt>
        <BasisAmt>3133</BasisAmt>
        <TotalNetAmt>2567</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>50S NKE</AssetDesc>
        <AcquiredDt>2023-12</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-03</SoldDt>
        <GrossSalesPriceAmt>5620</GrossSalesPriceAmt>
        <BasisAmt>5443</BasisAmt>
        <TotalNetAmt>177</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>DAVITA INC. DVA</AssetDesc>
        <AcquiredDt>2016-04</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-06</SoldDt>
        <GrossSalesPriceAmt>1433</GrossSalesPriceAmt>
        <BasisAmt>1591</BasisAmt>
        <TotalNetAmt>-158</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>GLD</AssetDesc>
        <AcquiredDt>2016-03</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-06</SoldDt>
        <GrossSalesPriceAmt>2793</GrossSalesPriceAmt>
        <BasisAmt>1522</BasisAmt>
        <TotalNetAmt>1271</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>IVV</AssetDesc>
        <AcquiredDt>2017-02</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-06</SoldDt>
        <GrossSalesPriceAmt>3661</GrossSalesPriceAmt>
        <BasisAmt>1625</BasisAmt>
        <TotalNetAmt>2036</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
    </GainLossSaleOtherAssetsSch>
    <InvestmentsCorpStockSchedule documentId="RetDoc5">
      <InvestmentsCorporateStockGrp>
        <StockNm>SCHWAB</StockNm>
        <EOYBookValueAmt>136206</EOYBookValueAmt>
        <EOYFMVAmt>136206</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
    </InvestmentsCorpStockSchedule>
    <LandEtcSchedule2 documentId="RetDoc6">
      <LandEtcGrp>
        <CategoryOrItemTxt>PRINTER</CategoryOrItemTxt>
        <CostOrOtherBasisAmt>370</CostOrOtherBasisAmt>
        <AccumulatedDepreciationAmt>370</AccumulatedDepreciationAmt>
      </LandEtcGrp>
    </LandEtcSchedule2>
    <OtherDecreasesSchedule documentId="RetDoc7">
      <OtherDecreasesDetail>
        <Desc>NON-DEDUCTIBLE FEDERAL TAX</Desc>
        <Amt>8</Amt>
      </OtherDecreasesDetail>
    </OtherDecreasesSchedule>
    <OtherIncreasesSchedule documentId="RetDoc8">
      <OtherIncreasesDetail>
        <Desc>MARKET FLUCTUATIONS</Desc>
        <Amt>16318</Amt>
      </OtherIncreasesDetail>
    </OtherIncreasesSchedule>
    <TaxesSchedule documentId="RetDoc9">
      <TaxesDetail>
        <CategoryTxt>INDIRECT TAXES/LICENSES</CategoryTxt>
        <Amt>25</Amt>
      </TaxesDetail>
    </TaxesSchedule>
  </ReturnData>
</Return>