TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023

Name of foundation
RANKIN MUSEUM TR

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 919798
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328919798

A Employer identification number

45-6427800

B Telephone number (see instructions)

(804) 273-7445

C If exemption application is pending, check here right arrow

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

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

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

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

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

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

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

$731,262J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	630		630
4	Dividends and interest from securities...	16,616		16,607
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		-17,796
b	Gross sales price for all assets on line 6a 278,792
7	Capital gain net income (from Part IV, line 2)...			0
8	Net short-term capital gain.........				0
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........	-550		17,237
13	Compensation of officers, directors, trustees, etc.	7,224		3,612		3,612
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	1,500	0	0	1,500
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	542	42		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	1	1
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	9,267		3,655	0	5,112
25	Contributions, gifts, grants paid.......	4,012				4,012
26	Total expenses and disbursements. Add lines 24 and 25	13,279		3,655	0	9,124
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-13,829
b	Net investment income (if negative, enter -0-)			13,582
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2023)

Form 990-PF (2023)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	13	12	12
	2	Savings and temporary cash investments.........	50,678	28,718	28,718
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	221,696	List of Attached Documents: // Content 220,702	277,642
	c	Investments—corporate bonds (attach schedule).......	223,895	List of Attached Documents: // Content 276,908	248,771
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	224,397	List of Attached Documents: // Content 180,339	176,119
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	720,679	706,679	731,262
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	720,679	706,679
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	720,679	706,679
	30	Total liabilities and net assets/fund balances (see instructions).	720,679	706,679

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

720,679

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

-13,829

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

List of Attached Documents:

// Content

263

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

707,113

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

434

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

706,679

Form 990-PF (2023)

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	6. ADOBE SYS INC			2023-01-24
b	4. ADOBE SYS INC		2021-12-03	2023-01-24
c	18. ADVANCED MICRO DEVICES, INC COMMON			2023-01-24
d	13. ADVANCED MICRO DEVICES, INC COMMON		2022-01-12	2023-01-24
e	223.227 ARTISAN INTL VALUE FUND-INS			2023-01-24
	32. BAKER HUGHES CO		2022-03-17	2023-01-24
	44. BAKER HUGHES CO		2022-01-12	2023-01-24
	89. BANK OF AMER CORP COMMON			2023-01-24
	53. BANK OF AMER CORP COMMON		2021-12-03	2023-01-24
	10. CAPITAL ONE FINL CORP		2022-03-17	2023-01-24
	13. CAPITAL ONE FINL CORP		2022-01-12	2023-01-24
	25. CITIZENS FINANCIAL GROUP INC		2022-03-17	2023-01-24
	30. CITIZENS FINANCIAL GROUP INC		2022-01-12	2023-01-24
	8. DIGITAL REALTY TRUST INC REIT			2023-01-24
	6. DIGITAL REALTY TRUST INC REIT		2022-01-12	2023-01-24
	25. DISNEY WALT COMPANY			2023-01-24
	8. DISNEY WALT COMPANY		2020-06-16	2023-01-24
	26. DOW INC			2023-01-24
	15. DOW INC		2022-01-12	2023-01-24
	15. DUPONT DE NEMOURS INC		2022-03-17	2023-01-24
	20. DUPONT DE NEMOURS INC		2022-01-12	2023-01-24
	43. FORD MOTOR COMPANY		2022-01-12	2023-01-24
	33. INTEL CORPORATION		2022-03-17	2023-01-24
	44. INTEL CORPORATION		2022-01-12	2023-01-24
	5. INTUITIVE SURGICAL INC		2022-03-17	2023-01-24
	3. INTUITIVE SURGICAL INC		2020-06-16	2023-01-24
	94. CEF ISHARES TR S&P		2021-06-11	2023-01-24
	303.927 JOHCM INTERNATIONAL SEL-INST		2020-06-16	2023-01-24
	16. KNIGHT-SWIFT TRANSN HLDGS INC		2022-01-12	2023-01-24
	208.088 BRANDYWINEGLOBAL CORP CREDIT FD-IS		2022-02-10	2023-01-24
	.986 BRANDYWINEGLOBAL CORP CREDIT FD-IS		2021-06-11	2023-01-24
	11. NIKE INCORPORATED CLASS B		2022-03-17	2023-01-24
	15. NIKE INCORPORATED CLASS B		2022-01-12	2023-01-24
	481.626 PIMCO INVESTMENT GRADE CREDIT BD-I		2020-10-19	2023-01-24
	7. PIONEER NAT RES CO COMMON			2023-01-24
	3. QUANTA SERVICES INC COMMON		2022-03-17	2023-01-24
	62.543 VANGUARD 500 INDEX ADMIRAL FUND		2020-03-25	2023-01-24
	4. PIONEER NAT RES CO COMMON		2022-07-07	2023-02-01
	9. PIONEER NAT RES CO COMMON		2022-01-12	2023-02-01
	8. AES CORP.		2023-01-24	2023-02-06
	11. ALPHABET INC CL C		2022-03-17	2023-02-06
	7. ALPHABET INC CL A		2022-03-17	2023-02-06
	6. AMAZON INC COMMON		2022-03-17	2023-02-06
	3. AMERICAN ELECTRIC POWER		2022-03-17	2023-02-06
	2. AMGEN INCORPORATED		2023-01-24	2023-02-06
	3. ANALOG DEVICES INC		2023-01-24	2023-02-06
	22. APPLE COMPUTER CORPORATION COMMON		2021-12-03	2023-02-06
	6. APPLIED MATERIALS		2022-01-12	2023-02-06
	5. BERKLEY W R CORP		2023-01-24	2023-02-06
	8. BRISTOL MYERS SQUIBB COMPANY		2022-07-07	2023-02-06
	2. CDW CORP		2023-01-24	2023-02-06
	2. CADENCE DESIGN SYSTEMS INC		2023-01-24	2023-02-06
	2. CARLISLE COS INC		2022-07-07	2023-02-06
	3. CHEVRON TEXACO CORP COMMON		2023-01-24	2023-02-06
	1. CHIPOTLE MEXICAN GRILL INC		2023-01-24	2023-02-06
	1. CONOCOPHILLIPS COM		2023-01-24	2023-02-06
	6. CORTEVA INC		2023-01-24	2023-02-06
	1. COSTCO WHOLESALE CORP		2022-03-17	2023-02-06
	2. CROWN CASTLE INC REIT		2021-06-11	2023-02-06
	4. DARLING INTERNATIONAL INC		2023-01-24	2023-02-06
	9.111 EATON VANCE-ATLANTA SMID-R6		2023-01-24	2023-02-06
	12. FORD MOTOR COMPANY		2022-01-12	2023-02-06
	1. HCA HOLDINGS INC		2023-01-24	2023-02-06
	3. HALLIBURTON COMPANY		2023-02-01	2023-02-06
	3. HOME DEPOT INCORPORATED		2022-03-17	2023-02-06
	2. HONEYWELL INTERNATIONAL INC		2021-06-11	2023-02-06
	2. IQVIA HOLDINGS INC		2022-01-12	2023-02-06
	6. CEF ISHARES TR S&P			2023-02-06
	60. ISHARES BARCLAYS CREDIT BOND ETF		2020-10-19	2023-02-06
	5. J P MORGAN CHASE & CO		2022-01-12	2023-02-06
	4. JOHNSON & JOHNSON		2022-07-07	2023-02-06
	7. KNIGHT-SWIFT TRANSN HLDGS INC		2022-01-12	2023-02-06
	3. MERCK & CO INC		2023-01-24	2023-02-06
	10. MICROSOFT CORPORATION			2023-02-06
	6. MORGAN STANLEY DEAN WITTER DIS CO		2022-01-12	2023-02-06
	5. NEXTERA ENERGY INC		2022-01-12	2023-02-06
	1. O'REILLY AUTOMOTIVE INC		2023-01-24	2023-02-06
	2. PNC BK CORP		2022-01-12	2023-02-06
	3. PEPSICO INCORPORATED		2023-01-24	2023-02-06
	2. PHILLIPS 66		2023-01-24	2023-02-06
	401.342 PIMCO INVESTMENT GRADE CREDIT BD-I			2023-02-06
	2. QUALCOMM INC COMMON		2022-03-17	2023-02-06
	2. QUANTA SERVICES INC COMMON		2022-03-17	2023-02-06
	4. RTX CORPORATION		2023-01-24	2023-02-06
	1. THERMO ELECTRON COMMON		2021-12-03	2023-02-06
	2. TRACTOR SUPPLY CO		2022-03-17	2023-02-06
	3. UNION PACIFIC CORP		2022-03-17	2023-02-06
	1. UNITED HEALTH GROUP INC		2022-07-07	2023-02-06
	1. VERTEX PHARMACEUTICALS INC		2023-01-24	2023-02-06
	3. VISA INC			2023-02-06
	4. WAL MART STORES INCORPORATED		2022-03-17	2023-02-06
	5. ARCH CAPITAL GROUP LTD		2023-01-24	2023-02-06
	4. TRANE TECHNOLOGIES PLC		2022-01-12	2023-02-06
	1. NXP SEMICONDUCTORS N V		2023-01-24	2023-02-06
	34. AMERICAN ELECTRIC POWER			2023-03-03
	167. FORD MOTOR COMPANY			2023-03-03
	29. FORD MOTOR COMPANY		2022-01-12	2023-03-03
	18. JOHNSON & JOHNSON			2023-03-03
	13. JOHNSON & JOHNSON			2023-03-03
	6. WAL MART STORES INCORPORATED		2022-03-17	2023-03-03
	3. WAL MART STORES INCORPORATED		2022-01-12	2023-03-03
	1. CHEVRON TEXACO CORP COMMON		2023-01-24	2023-03-27
	4. CONOCOPHILLIPS COM		2023-01-24	2023-03-27
	3. CORTEVA INC		2023-01-24	2023-03-27
	112.013 DOUBLELINE TTL RTRN BND-R6		2012-03-20	2023-03-27
	20.663 EATON VANCE-ATLANTA SMID-R6		2023-01-24	2023-03-27
	19.991 EATON VANCE-ATLANTA SMID-R6		2020-06-16	2023-03-27
	4. HALLIBURTON COMPANY		2023-02-01	2023-03-27
	6. ISHARES BARCLAYS 1-3 YR TREASURY BD		2022-07-07	2023-03-27
	9. ISHARES BARCLAYS CREDIT BOND ETF		2020-10-19	2023-03-27
	4. ISHARES 10-20 YEAR TREASURY BOND ETF		2022-07-07	2023-03-27
	2. MERCK & CO INC			2023-03-27
	1. PEPSICO INCORPORATED		2023-01-24	2023-03-27
	1. QUANTA SERVICES INC COMMON		2022-03-17	2023-03-27
	2. RTX CORPORATION		2023-01-24	2023-03-27
	2. UNITED HEALTH GROUP INC		2022-07-07	2023-03-27
	51.67 VANGUARD M/B SEC INDEX-ADM		2020-06-16	2023-03-27
	1. VERTEX PHARMACEUTICALS INC		2023-01-24	2023-03-27
	6. ARCH CAPITAL GROUP LTD		2023-01-24	2023-03-27
	90. AES CORP.		2023-01-24	2023-04-21
	4. CROWN CASTLE INC REIT			2023-04-21
	12. CROWN CASTLE INC REIT			2023-04-21
	32. DARLING INTERNATIONAL INC			2023-04-21
	3. HOME DEPOT INCORPORATED		2023-01-24	2023-04-21
	4. HOME DEPOT INCORPORATED		2022-03-17	2023-04-21
	4. QUANTA SERVICES INC COMMON		2022-03-17	2023-04-21
	4. TRANE TECHNOLOGIES PLC		2022-01-12	2023-04-21
	4. AMGEN INCORPORATED		2022-07-07	2023-05-26
	10. AMGEN INCORPORATED			2023-05-26
	11. QUALCOMM INC COMMON			2023-05-26
	16. QUALCOMM INC COMMON			2023-05-26
	1. TRACTOR SUPPLY CO		2023-03-27	2023-05-26
	7. TRACTOR SUPPLY CO			2023-05-26
	3. ULTA BEAUTY INC			2023-05-26
	15. NXP SEMICONDUCTORS N V			2023-05-26
	35.481 BLACKROCK EVENT DRIVEN EQ-IS			2023-06-12
	2034.296 BLACKROCK EVENT DRIVEN EQ-IS			2023-06-12
	1. CARLISLE COS INC		2022-07-07	2023-06-12
	7. ELEVANCE HEALTH INC			2023-06-15
	16. CDW CORP			2023-06-15
	1. CHIPOTLE MEXICAN GRILL INC		2023-06-12	2023-06-15
	3. COSTCO WHOLESALE CORP			2023-06-15
	2. O'REILLY AUTOMOTIVE INC			2023-06-15
	7. TRACTOR SUPPLY CO			2023-06-15
	5. TRACTOR SUPPLY CO		2022-01-12	2023-06-15
	1. UNITED HEALTH GROUP INC		2022-07-07	2023-06-15
	3. UNITED HEALTH GROUP INC		2022-03-17	2023-06-15
	19. ARCH CAPITAL GROUP LTD			2023-06-15
	16. CORTEVA INC			2023-07-14
	48. CORTEVA INC			2023-07-14
	3. THERMO ELECTRON COMMON		2021-12-03	2023-07-14
	12. ALPHABET INC CL A		2022-03-17	2023-07-25
	31. OMNICOM GROUP INCORPORATED		2023-04-21	2023-07-25
	11. APPLE COMPUTER CORPORATION COMMON		2023-06-12	2023-08-03
	13. APPLE COMPUTER CORPORATION COMMON		2021-12-03	2023-08-03
	1. THERMO ELECTRON COMMON		2023-06-12	2023-08-03
	4. THERMO ELECTRON COMMON		2022-03-17	2023-08-03
	5. APPLE COMPUTER CORPORATION COMMON		2023-03-27	2023-08-10
	25. APPLE COMPUTER CORPORATION COMMON			2023-08-10
	1. ULTA BEAUTY INC		2023-06-12	2023-08-24
	4. ULTA BEAUTY INC		2022-07-07	2023-08-24
	2. ALPHABET INC CL C		2022-03-17	2023-08-28
	3.853 ARTISAN INTL VALUE FUND-INS		2023-06-12	2023-08-28
	7.98 ARTISAN INTL VALUE FUND-INS		2021-09-07	2023-08-28
	2. BERKLEY W R CORP		2023-01-24	2023-08-28
	3. BRISTOL MYERS SQUIBB COMPANY		2022-07-07	2023-08-28
	2. CONOCOPHILLIPS COM		2023-01-24	2023-08-28
	20.481 EATON VANCE-ATLANTA SMID-R6		2020-06-16	2023-08-28
	3. EXELON CORPORATEION		2023-04-21	2023-08-28
	1. HCA HOLDINGS INC		2023-06-12	2023-08-28
	1. HERSHEY FOODS		2023-04-21	2023-08-28
	1. HONEYWELL INTERNATIONAL INC		2023-01-24	2023-08-28
	3. CEF ISHARES TR S&P		2021-09-07	2023-08-28
	25. ISHARES BARCLAYS CREDIT BOND ETF		2020-10-19	2023-08-28
	517. ISHARES US TREASURY BOND ETF		2020-06-16	2023-08-28
	1. J P MORGAN CHASE & CO		2022-01-12	2023-08-28
	2. KNIGHT-SWIFT TRANSN HLDGS INC		2022-01-12	2023-08-28
	1. LPL FINANCIAL HOLDINGS INC		2023-03-03	2023-08-28
	2. MERCK & CO INC		2023-06-12	2023-08-28
	3. MICROSOFT CORPORATION		2023-06-12	2023-08-28
	1. PEPSICO INCORPORATED		2023-06-12	2023-08-28
	613.921 PIMCO INVESTMENT GRADE CREDIT BD-I		2020-06-16	2023-08-28
	1. VISA INC		2023-06-12	2023-08-28
	1. TRANE TECHNOLOGIES PLC		2022-01-12	2023-08-28
	17. BRISTOL MYERS SQUIBB COMPANY			2023-09-13
	31. BRISTOL MYERS SQUIBB COMPANY		2022-07-07	2023-09-13
	6. NEXTERA ENERGY INC			2023-10-04
	35. NEXTERA ENERGY INC			2023-10-04
	12. HERSHEY FOODS			2023-10-12
	8. ARCH CAPITAL GROUP LTD		2023-01-24	2023-10-12
	1. CHEVRON TEXACO CORP COMMON		2023-06-12	2023-12-08
	27. CHEVRON TEXACO CORP COMMON			2023-12-08
	1. HOME DEPOT INCORPORATED		2023-06-12	2023-12-08
	7. HOME DEPOT INCORPORATED			2023-12-08
	5. PEPSICO INCORPORATED			2023-12-08
	74. EXELON CORPORATEION			2023-12-18
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	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	2,159	2,476	-317
b	1,439	2,632	-1,193
c	1,338	1,770	-432
d	967	1,499	-532
e	9,380	10,351	-971
	943	1,118	-175
	1,296	1,171	125
	3,074	3,414	-340
	1,830	2,382	-552
	1,075	1,356	-281
	1,398	2,068	-670
	1,053	1,227	-174
	1,263	1,653	-390
	862	1,073	-211
	646	954	-308
	2,640	3,037	-397
	845	951	-106
	1,497	1,451	46
	864	890	-26
	1,115	1,130	-15
	1,486	1,668	-182
	550	1,040	-490
	986	1,543	-557
	1,315	2,444	-1,129
	1,279	1,398	-119
	767	583	184
	9,475	10,749	-1,274
	6,501	7,471	-970
	914	923	-9
	2,106	2,301	-195
	10	12	-2
	1,402	1,380	22
	1,912	2,283	-371
	4,325	5,341	-1,016
	1,672	1,670	2
	450	370	80
	23,189	14,287	8,902
	899	879	20
	2,023	1,835	188
	209	214	-5
	1,129	1,467	-338
	717	930	-213
	617	928	-311
	276	287	-11
	493	518	-25
	531	508	23
	3,353	3,620	-267
	710	948	-238
	335	351	-16
	597	605	-8
	399	398	1
	369	366	3
	496	503	-7
	509	539	-30
	1,690	1,602	88
	109	119	-10
	368	370	-2
	514	546	-32
	288	382	-94
	264	262	2
	334	327	7
	158	290	-132
	256	261	-5
	115	122	-7
	987	988	-1
	404	451	-47
	469	522	-53
	639	682	-43
	3,045	3,652	-607
	701	838	-137
	658	713	-55
	432	404	28
	310	323	-13
	2,573	2,889	-316
	593	619	-26
	373	427	-54
	795	794	1
	328	450	-122
	509	508	1
	197	211	-14
	3,588	4,397	-809
	264	300	-36
	304	247	57
	387	383	4
	581	630	-49
	456	457	-1
	627	777	-150
	472	517	-45
	300	311	-11
	686	662	24
	567	577	-10
	307	318	-11
	738	775	-37
	188	173	15
	3,007	3,236	-229
	2,173	2,442	-269
	377	702	-325
	2,762	3,128	-366
	1,995	1,504	491
	842	866	-24
	421	431	-10
	157	180	-23
	385	476	-91
	173	185	-12
	1,007	1,251	-244
	695	741	-46
	673	686	-13
	121	163	-42
	493	496	-3
	453	548	-95
	454	479	-25
	213	201	12
	180	169	11
	163	123	40
	195	191	4
	971	1,034	-63
	959	1,124	-165
	315	311	4
	400	382	18
	2,159	2,411	-252
	503	660	-157
	1,508	1,463	45
	1,824	1,936	-112
	900	949	-49
	1,200	1,318	-118
	663	494	169
	707	775	-68
	868	988	-120
	2,169	2,326	-157
	1,188	1,456	-268
	1,728	1,723	5
	211	228	-17
	1,477	1,597	-120
	1,275	1,273	2
	2,692	2,263	429
	341	347	-6
	19,570	20,690	-1,120
	233	251	-18
	3,188	3,369	-181
	2,842	3,158	-316
	2,071	2,049	22
	1,586	1,617	-31
	1,846	1,457	389
	1,522	1,450	72
	1,087	1,139	-52
	471	517	-46
	1,414	1,511	-97
	1,332	1,255	77
	864	972	-108
	2,592	2,504	88
	1,582	1,890	-308
	1,456	1,594	-138
	2,558	2,905	-347
	2,112	1,994	118
	2,496	2,139	357
	551	520	31
	2,202	2,263	-61
	894	800	94
	4,471	3,928	543
	427	424	3
	1,710	1,547	163
	264	267	-3
	168	167	1
	349	367	-18
	121	140	-19
	186	227	-41
	234	238	-4
	749	703	46
	121	130	-9
	274	272	2
	218	261	-43
	188	204	-16
	297	337	-40
	1,228	1,522	-294
	11,596	14,380	-2,784
	148	168	-20
	110	115	-5
	233	256	-23
	220	221	-1
	976	986	-10
	181	182	-1
	5,292	6,698	-1,406
	243	224	19
	203	194	9
	1,023	1,191	-168
	1,866	2,345	-479
	308	478	-170
	1,800	2,884	-1,084
	2,254	3,128	-874
	665	509	156
	144	157	-13
	3,882	3,842	40
	326	298	28
	2,284	2,020	264
	828	860	-32
	2,546	3,180	-634
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
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			934
			934
			934
			934
			934
			934
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			934
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			934
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			934
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			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934
			934

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			-317
b			-1,193
c			-432
d			-532
e			-971
			-175
			125
			-340
			-552
			-281
			-670
			-174
			-390
			-211
			-308
			-397
			-106
			46
			-26
			-15
			-182
			-490
			-557
			-1,129
			-119
			184
			-1,274
			-970
			-9
			-195
			-2
			22
			-371
			-1,016
			2
			80
			8,902
			20
			188
			-5
			-338
			-213
			-311
			-11
			-25
			23
			-267
			-238
			-16
			-8
			1
			3
			-7
			-30
			88
			-10
			-2
			-32
			-94
			2
			7
			-132
			-5
			-7
			-1
			-47
			-53
			-43
			-607
			-137
			-55
			28
			-13
			-316
			-26
			-54
			1
			-122
			1
			-14
			-809
			-36
			57
			4
			-49
			-1
			-150
			-45
			-11
			24
			-10
			-11
			-37
			15
			-229
			-269
			-325
			-366
			491
			-24
			-10
			-23
			-91
			-12
			-244
			-46
			-13
			-42
			-3
			-95
			-25
			12
			11
			40
			4
			-63
			-165
			4
			18
			-252
			-157
			45
			-112
			-49
			-118
			169
			-68
			-120
			-157
			-268
			5
			-17
			-120
			2
			429
			-6
			-1,120
			-18
			-181
			-316
			22
			-31
			389
			72
			-52
			-46
			-97
			77
			-108
			88
			-308
			-138
			-347
			118
			357
			31
			-61
			94
			543
			3
			163
			-3
			1
			-18
			-19
			-41
			-4
			46
			-9
			2
			-43
			-16
			-40
			-294
			-2,784
			-20
			-5
			-23
			-1
			-10
			-1
			-1,406
			19
			9
			-168
			-479
			-170
			-1,084
			-874
			156
			-13
			40
			28
			264
			-32
			-634

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	-17,796
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	189
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	189
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	189
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	884
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

7	Total credits and payments. Add lines 6a through 6d..............		7	884
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	695
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax192	Refunded	11	503

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

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

on foundation managers. right arrow

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

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

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

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

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

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

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

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

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

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

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

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

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

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

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

Yes

Website address right arrow

The books are in care of right arrow

TRUIST BANK Telephone no. right arrow

(804) 273-7445

Located at right arrow

PO BOX 919798ORLANDOFL ZIP+4 right arrow

32891

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2023, 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 (2023)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

Yes

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2023? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2023?....................

If "Yes," list the years right arrow

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2023 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 2023.) .....................

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..

Form 990-PF (2023)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

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

5a(3)

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

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

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

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

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

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

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

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

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

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

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

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

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
TRUIST BANK	TRUSTEE 12	7,224
PO BOX 919798 ORLANDO,FL32891	TRUSTEE 12	7,224

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2023)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2023)

Page 8

Part IX

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

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

purposes:

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

655,360

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

31,806

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

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

687,166

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

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

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

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

687,166

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

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

10,307

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

676,859

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

33,843

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

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

33,843

Tax on investment income for 2022 from Part V, line 5.......

189

Income tax for 2022. (This does not include the tax from Part V.) ...

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

189

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

33,654

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

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

33,654

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

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

33,654

Part XI

Qualifying Distributions (see instructions)

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

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

9,124

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

9,124

Form 990-PF (2023)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2022	(c) 2022	(d) 2023
1 Distributable amount for 2023 from Part X, line 7					33,654
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......				4,012
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2022:
a From 2018......	0
b From 2019......	0
c From 2020......	0
d From 2021......	0
e From 2022......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2023 from Part
XI, line 4: $ 9,124
a Applied to 2022, but not more than line 2a				4,012
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 2023 distributable amount.....					5,112
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2023.		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 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........					28,542
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 2018 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2019....	0
b Excess from 2020....	0
c Excess from 2021....	0
d Excess from 2022....	0
e Excess from 2023....	0

Form 990-PF (2023)

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 2023, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or 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 (2023)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
THE RANKIN MUSEUM INC PO BOX 499 ELLERBE,NC28338	NONE	PC	GENERAL OPERATING	4,012
Total ................................. 3a				4,012

bApproved for future payment

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

Form 990-PF (2023)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	630
4 Dividends and interest from securities ....			14	16,616
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	-17,796
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) ..				-550

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

-550

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2023)

Page 13

Part XVI

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

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

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

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of Bond	End of Year Book Value	End of Year Fair Market Value
722005816 PIMCO INVESTMENT GRA	29,531	24,983
258620566 DOUBLELINE TOTAL RET	52,018	44,183
46429B267 ISHARES US TREASURY	156,696	141,281
464288653 ISHARES 10-20 YEAR T	38,663	38,324

Name of Stock	End of Year Book Value	End of Year Fair Market Value
02079K107 ALPHABET INC CL C	7,375	10,570
02079K305 ALPHABET INC CL A	2,628	4,749
023135106 AMAZON.COM INC	9,716	11,851
032654105 ANALOG DEVICES INC	3,334	4,170
036752103 ELEVANCE HEALTH INC
254687106 DISNEY WALT CO NEW
30303M102 META PLATFORMS INC C	8,247	9,911
438516106 HONEYWELL INTERNATIO	2,335	3,355
46120E602 INTUITIVE SURGICAL I	2,625	2,699
478160104 JOHNSON & JOHNSON
58933Y105 MERCK & CO INC	2,940	4,688
594918104 MICROSOFT CORP	13,030	24,443
67066G104 NVIDIA CORP	7,008	8,419
68389X105 ORACLE CORPORATION	2,019	1,687
713448108 PEPSICO INC	3,558	3,567
718546104 PHILLIPS 66	2,295	3,329
747525103 QUALCOMM INC
92826C839 VISA INC CL A	3,906	5,728
437076102 HOME DEPOT INC	1,534	2,772
00724F101 ADOBE INC
037833100 APPLE INC	13,370	17,905
060505104 BANK OF AMERICA CORP
883556102 THERMO FISHER SCIENT
91324P102 UNITEDHEALTH GROUP I	6,160	6,844
007903107 ADVANCED MICRO DEVIC
025537101 AMERICAN ELEC PWR IN
031162100 AMGEN INC
038222105 APPLIED MATERIALS IN	4,870	6,321
05722G100 BAKER HUGHES CO
09247X101 BLACKROCK INC	3,880	4,059
110122108 BRISTOL MYERS SQUIBB
14040H105 CAPITAL ONE FINANCIA
142339100 CARLISLE COS INC	3,903	4,999
166764100 CHEVRON CORP
174610105 CITIZENS FINANCIAL G
20825C104 CONOCOPHILLIPS	2,908	3,598
22052L104 CORTEVA INC
22160K105 COSTCO WHOLESALE COR	4,547	5,941
237266101 DARLING INGREDIENTS
260557103 DOW INC
26614N102 DUPONT DE NEMOURS IN
345370860 FORD MOTOR CO DEL
40412C101 HCA HEALTHCARE INC	1,984	2,977
458140100 INTEL CORP
46266C105 IQVIA HOLDINGS INC	3,439	3,471
46625H100 JP MORGAN CHASE & CO	5,359	6,464
499049104 KNIGHT-SWIFT TRANSN	2,672	2,883
617446448 MORGAN STANLEY	3,690	3,730
65339F101 NEXTERA ENERGY INC
654106103 NIKE INC-CLASS B
67103H107 O'REILLY AUTOMOTIVE	1,991	2,850
693475105 PNC FINL SVCS GROUP	4,837	3,871
723787107 PIONEER NATURAL RESO
74762E102 QUANTA SERVICES INC	2,190	4,100
892356106 TRACTOR SUPPLY CO
90384S303 ULTA BEAUTY INC
907818108 UNION PAC CORP	3,897	4,176
931142103 WALMART INC	3,834	4,414
G0450A105 ARCH CAPITAL GROUP L	2,371	3,788
G8994E103 TRANE TECHNOLOGIES P	2,471	3,902
N6596X109 NXP SEMICONDUCTORS N
064058100 BANK OF NEW YORK MEL	2,875	2,915
084423102 WR BERKLEY CORP	3,582	3,607
09857L108 BOOKING HOLDINGS INC	2,620	3,547
11135F101 BROADCOM INC	4,773	6,698
127387108 CADENCE DESIGN SYSTE	3,512	5,175
169656105 CHIPOTLE MEXICAN GRI	3,205	4,574
278865100 ECOLAB INC	3,383	3,570
29364G103 ENTERGY CORP	2,539	2,530
406216101 HALLIBURTON CO	4,061	3,723
50212V100 LPL FINANCIAL HOLDIN	2,250	2,049
532457108 LILLY ELI & CO	3,042	2,915
573284106 MARTIN MARIETTA MATL	3,046	3,492
608190104 MOHAWK INDUSTRIES IN	1,576	1,760
60855R100 MOLINA HEALTHCARE IN	2,935	3,252
64110L106 NETFLIX INC	4,677	5,843
697435105 PALO ALTO NETWORKS I	3,072	3,833
745867101 PULTE GROUP INC	1,630	1,755
75513E101 RTX CORPORATION	4,569	4,039
87612G101 TARGA RESOURCES	3,286	3,388
88160R101 TESLA INC	2,573	2,485
92532F100 VERTEX PHARMACEUTICA	4,218	5,290
928881101 VONTIER CORP	2,355	2,971

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
04314H857 ARTISAN INTERNATIONA	AT COST	22,398	28,180
277902235 EATON VANCE ATLANTA	AT COST	12,935	14,412
922908710 VANGUARD 500 INDEX F
464288620 ISHARES BROAD USD IN	AT COST	39,048	34,344
09250J734 BLACKROCK EVENT DRIV
22822V101 CROWN CASTLE INC
464287804 ISHARES CORE S&P SMA	AT COST	15,311	15,047
46653M849 JOHCM INTERNATIONAL	AT COST	19,168	18,846
92206C755 VANGUARD MORTGAGE-BA	AT COST	55,748	49,584
253868103 DIGITAL REALTY TRUST
464287457 ISHARES BARCLAYS 1-3	AT COST	13,327	13,290
52472T767 BRANDYWINEGLOBAL COR
29444U700 EQUINIX INC	AT COST	2,404	2,416

Category	Amount	Net Investment Income
FOREIGN TAXES	4	4
FEDERAL ESTIMATES - PRINCIPAL	500	0
FOREIGN TAXES ON QUALIFIED FOR	38	38

Description	Amount
RETURN OF CAPITAL ADJUSTMENT	9
2023 TRANSACTION POSTED IN 2024	401
ROUNDING	24