Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
TRUSTEE FOR ROBERT M WYNNE FDN
 
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

58-6360989
B Telephone number (see instructions)

(404) 813-2219
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,998,050J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 41,998 41,970  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 78,495
b Gross sales price for all assets on line 6a 330,456
7 Capital gain net income (from Part IV, line 2)... 78,495
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........ 120,493 120,465  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 18,967 9,483   9,484
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)....... Click to see attachment
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)... Click to see attachment
List of Attached Documents:
// Content
1,644 348   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)....... Click to see attachment
List of Attached Documents:
// Content
2 2    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,113 9,833 0 10,984
25 Contributions, gifts, grants paid....... 80,549 80,549
26 Total expenses and disbursements. Add lines 24 and 25 102,662 9,833 0 91,533
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 17,831
b Net investment income (if negative, enter -0-) 110,632
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 Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 420 378 378
2 Savings and temporary cash investments......... 63,769 29,699 29,699
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 441,975 Click to see attachment
List of Attached Documents:
// Content
506,015 		910,893
c Investments—corporate bonds (attach schedule)....... 568,036 Click to see attachment
List of Attached Documents:
// Content
559,901 		496,238
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 487,731 Click to see attachment
List of Attached Documents:
// Content
483,645 		560,838
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1 		Click to see attachment
List of Attached Documents:
// Content
1 		Click to see attachment
List of Attached Documents:
// Content
4
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,561,932 1,579,639 1,998,050
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,561,932 1,579,639
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)..... 1,561,932 1,579,639
30 Total liabilities and net assets/fund balances (see instructions). 1,561,932 1,579,639
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,561,932
2
Enter amount from Part I, line 27a .....................
2
17,831
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,109
4
Add lines 1, 2, and 3 ..........................
4
1,580,872
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,233
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,579,639
Form 990-PF (2023)
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 41. PIONEER NAT RES CO COMMON     2023-02-01
b 114. AMERICAN ELECTRIC POWER   2022-02-23 2023-03-03
c 651. FORD MTR CO DEL NEW   2021-10-27 2023-03-03
d 105. JOHNSON & JOHNSON     2023-03-03
e 3. WAL MART STORES INCORPORATED   2022-04-01 2023-03-03
26. WAL MART STORES INCORPORATED     2023-03-03
303. AES CORP.   2022-09-07 2023-04-21
53. CROWN CASTLE INC REIT     2023-04-21
110. DARLING INTERNATIONAL INC   2022-06-22 2023-04-21
22. HOME DEPOT INCORPORATED     2023-04-21
16. QUANTA SERVICES INC COMMON   2020-01-28 2023-04-21
15. TRANE TECHNOLOGIES PLC   2020-04-06 2023-04-21
28.329 INVESCO DEVELOPING MARKETS FUND   2021-12-14 2023-05-03
4. ALPHABET INC CL C   2020-04-06 2023-05-03
2. ALPHABET INC CL A   2020-04-06 2023-05-03
3. AMAZON COM INC COM   2017-05-03 2023-05-03
1. AMGEN INCORPORATED   2020-04-06 2023-05-03
1. ANALOG DEVICES INC   2023-03-03 2023-05-03
1. ELEVANCE HEALTH INC   2022-05-04 2023-05-03
7. APPLE COMPUTER CORPORATION COMMON   2021-09-07 2023-05-03
2. APPLIED MATERIALS   2019-09-13 2023-05-03
16.279 ARTISAN INTL VALUE FUND-INS   2020-04-06 2023-05-03
3. BANK OF NEW YORK MELLON CORP   2023-03-03 2023-05-03
3. BERKLEY W R CORP   2022-12-12 2023-05-03
1. BLACKROCK INC   2021-11-10 2023-05-03
1. BOOKING HOLDINGS INC   2023-03-03 2023-05-03
3. BRISTOL MYERS SQUIBB COMPANY   2022-05-04 2023-05-03
1. CDW CORP   2022-09-16 2023-05-03
1. CADENCE DESIGN SYSTEMS INC   2023-03-03 2023-05-03
1. CARLISLE COS INC   2019-09-05 2023-05-03
2. CHEVRON TEXACO CORP COMMON   2021-01-20 2023-05-03
1. CHIPOTLE MEXICAN GRILL INC   2022-09-07 2023-05-03
2. CONOCOPHILLIPS COM   2022-09-07 2023-05-03
3. CORTEVA INC   2022-09-07 2023-05-03
1. COSTCO WHOLESALE CORP   2016-07-07 2023-05-03
55.732 DODGE & COX INCOME FUND   2020-12-07 2023-05-03
77.348 DOUBLELINE TTL RTRN BND-R6   2014-10-27 2023-05-03
28.977 EATON VANCE-ATLANTA SMID-R6   2019-03-12 2023-05-03
4. EXELON CORPORATEION   2023-04-21 2023-05-03
1. HCA HOLDINGS INC   2022-03-18 2023-05-03
4. HALLIBURTON COMPANY   2023-02-01 2023-05-03
1. HERSHEY FOODS   2023-04-21 2023-05-03
1. HOME DEPOT INCORPORATED   2009-02-27 2023-05-03
1. HONEYWELL INTERNATIONAL INC   2022-12-12 2023-05-03
1. IQVIA HOLDINGS INC   2021-02-03 2023-05-03
19. ISHARES 1-5Y INV GRADE CORP ETF   2020-06-08 2023-05-03
147. ISHARES US TREASURY BOND ETF   2020-04-06 2023-05-03
2. J.P. MORGAN CHASE & CO.   2021-11-10 2023-05-03
55.351 JOHCM INTERNATIONAL SEL-INST   2015-06-15 2023-05-03
3. KNIGHT-SWIFT TRANSN HLDGS INC   2020-07-21 2023-05-03
1. LPL FINANCIAL HOLDINGS INC   2023-03-03 2023-05-03
2. MERCK & CO INC   2020-04-06 2023-05-03
3. MICROSOFT CORPORATION   2019-08-19 2023-05-03
2. MORGAN STANLEY DEAN WITTER DIS CO   2020-12-03 2023-05-03
95.498 NEUBERGER BERMAN HIGH INCM BD-INS     2023-05-03
2. NEXTERA ENERGY INC   2022-03-18 2023-05-03
15.994 NUVEEN SMALL CAP VALUE-R6   2017-10-16 2023-05-03
1. O'REILLY AUTOMOTIVE INC   2022-05-04 2023-05-03
2. OMNICOM GROUP INCORPORATED   2023-04-21 2023-05-03
2. PNC BANK CORP COM   2020-04-06 2023-05-03
2. PEPSICO INCORPORATED   2022-12-12 2023-05-03
1. PHILLIPS 66   2022-06-03 2023-05-03
212.766 PIMCO INVESTMENT GRADE CREDIT BD-I     2023-05-03
2. QUALCOMM INC COMMON   2020-10-06 2023-05-03
1. QUANTA SERVICES INC COMMON   2020-01-28 2023-05-03
3. RTX CORPORATION   2022-12-12 2023-05-03
8.047 T ROWE PRICE INTEGRATED U.S.   2020-04-06 2023-05-03
1. THERMO ELECTRON COMMON   2018-03-20 2023-05-03
1. TRACTOR SUPPLY CO   2018-09-18 2023-05-03
1. ULTA BEAUTY SALON COM   2022-06-22 2023-05-03
1. UNION PAC CORP   2009-06-22 2023-05-03
1. UNITED HEALTH GROUP INC   2020-04-06 2023-05-03
58.761 VANGUARD M/B SEC INDEX-ADM   2020-06-08 2023-05-03
1. VERTEX PHARMACEUTICALS INC   2022-12-12 2023-05-03
1. VISA INC   2020-04-06 2023-05-03
4. VONTIER CORP   2023-03-03 2023-05-03
2. WAL MART STORES INCORPORATED   2019-08-19 2023-05-03
4. ARCH CAPITAL GROUP LTD   2022-12-12 2023-05-03
1. TRANE TECHNOLOGIES PLC   2016-06-29 2023-05-03
1. NXP SEMICONDUCTORS N V   2022-06-22 2023-05-03
49. AMGEN INCORPORATED     2023-05-26
93. QUALCOMM INC COMMON   2020-10-06 2023-05-26
25. TRACTOR SUPPLY CO   2018-09-18 2023-05-26
7. ULTA BEAUTY SALON COM   2022-06-22 2023-05-26
51. NXP SEMICONDUCTORS N V   2022-06-22 2023-05-26
20. ELEVANCE HEALTH INC   2022-05-04 2023-06-15
50. CDW CORP   2022-09-16 2023-06-15
1. CHIPOTLE MEXICAN GRILL INC   2022-09-07 2023-06-15
7. COSTCO WHOLESALE CORP   2016-07-07 2023-06-15
5. O'REILLY AUTOMOTIVE INC   2022-05-04 2023-06-15
39. TRACTOR SUPPLY CO     2023-06-15
10. UNITED HEALTH GROUP INC   2020-04-06 2023-06-15
62. ARCH CAPITAL GROUP LTD   2022-12-12 2023-06-15
36. CORTEVA INC   2022-09-07 2023-07-14
170. CORTEVA INC     2023-07-14
8. THERMO ELECTRON COMMON     2023-07-14
35. ALPHABET INC CL A     2023-07-25
104. OMNICOM GROUP INCORPORATED   2023-04-21 2023-07-25
56. APPLE COMPUTER CORPORATION COMMON     2023-08-03
16. THERMO ELECTRON COMMON   2017-09-15 2023-08-03
98. APPLE COMPUTER CORPORATION COMMON     2023-08-10
14. ULTA BEAUTY SALON COM   2022-06-22 2023-08-24
157. BRISTOL MYERS SQUIBB COMPANY   2022-05-04 2023-09-13
133. NEXTERA ENERGY INC     2023-10-04
40. HERSHEY FOODS   2023-04-21 2023-10-12
17. ARCH CAPITAL GROUP LTD   2022-04-01 2023-10-12
93. CHEVRON TEXACO CORP COMMON     2023-12-08
24. HOME DEPOT INCORPORATED     2023-12-08
12. PEPSICO INCORPORATED   2022-12-12 2023-12-08
243. EXELON CORPORATEION   2023-04-21 2023-12-18
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 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 9,218   6,231 2,987
b 10,084   9,752 332
c 8,469   10,242 -1,773
d 16,112   15,743 369
e 421   450 -29
3,648   3,077 571
7,269   8,180 -911
6,660   5,050 1,610
6,270   7,275 -1,005
6,599   1,628 4,971
2,653   642 2,011
2,650   1,260 1,390
1,100   1,319 -219
426   227 199
211   114 97
314   141 173
233   211 22
182   184 -2
460   498 -38
1,187   1,088 99
225   104 121
700   441 259
124   154 -30
174   222 -48
653   956 -303
2,693   2,620 73
202   227 -25
166   170 -4
207   196 11
213   145 68
315   191 124
2,052   1,660 392
192   213 -21
182   185 -3
496   163 333
700   832 -132
700   853 -153
1,000   995 5
170   173 -3
280   260 20
117   163 -46
276   261 15
297   21 276
198   212 -14
188   184 4
962   1,035 -73
3,451   4,131 -680
275   336 -61
1,200   1,147 53
175   136 39
193   256 -63
238   149 89
919   413 506
173   128 45
700   821 -121
152   165 -13
400   418 -18
931   604 327
180   187 -7
236   180 56
386   366 20
93   104 -11
1,900   2,331 -431
229   242 -13
170   40 130
294   297 -3
300   246 54
554   214 340
244   89 155
525   403 122
197   25 172
491   240 251
1,100   1,279 -179
348   313 35
227   160 67
108   110 -2
302   228 74
301   240 61
179   48 131
167   158 9
10,629   4,000 6,629
10,045   11,245 -1,200
5,276   2,218 3,058
2,975   2,818 157
9,153   8,083 1,070
9,109   9,967 -858
8,881   8,492 389
2,071   1,660 411
3,701   1,138 2,563
4,615   3,018 1,597
8,480   3,332 5,148
4,712   2,400 2,312
4,347   3,718 629
1,944   2,217 -273
9,182   4,573 4,609
4,218   1,625 2,593
4,246   1,436 2,810
8,582   9,744 -1,162
10,752   5,833 4,919
8,809   3,074 5,735
17,527   5,864 11,663
5,985   5,636 349
9,452   11,869 -2,417
6,838   3,915 2,923
7,513   10,444 -2,931
1,412   824 588
13,370   7,499 5,871
7,829   477 7,352
1,986   2,195 -209
8,359   10,495 -2,136
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
      3,472
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       2,987
b       332
c       -1,773
d       369
e       -29
      571
      -911
      1,610
      -1,005
      4,971
      2,011
      1,390
      -219
      199
      97
      173
      22
      -2
      -38
      99
      121
      259
      -30
      -48
      -303
      73
      -25
      -4
      11
      68
      124
      392
      -21
      -3
      333
      -132
      -153
      5
      -3
      20
      -46
      15
      276
      -14
      4
      -73
      -680
      -61
      53
      39
      -63
      89
      506
      45
      -121
      -13
      -18
      327
      -7
      56
      20
      -11
      -431
      -13
      130
      -3
      54
      340
      155
      122
      172
      251
      -179
      35
      67
      -2
      74
      61
      131
      9
      6,629
      -1,200
      3,058
      157
      1,070
      -858
      389
      411
      2,563
      1,597
      5,148
      2,312
      629
      -273
      4,609
      2,593
      2,810
      -1,162
      4,919
      5,735
      11,663
      349
      -2,417
      2,923
      -2,931
      588
      5,871
      7,352
      -209
      -2,136
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 78,495
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,538
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,538
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,538
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,288
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 1,288
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 250
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowGA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowTRUIST BANK Telephone no.right arrow (404) 813-2219

Located atright arrowPO BOX 919798ORLANDOFL ZIP+4right arrow328919798
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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)
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
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
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)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 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.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
TRUIST BANK TRUSTEE
1 		18,967    
PO BOX 919798
ORLANDO,FL328919798
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
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 arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,848,106
b
Average of monthly cash balances.......................
1b
35,183
c
Fair market value of all other assets (see instructions)................
1c
4
d
Total (add lines 1a, b, and c).........................
1d
1,883,293
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,883,293
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
28,249
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,855,044
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
92,752
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
92,752
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,538
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,538
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
91,214
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
91,214
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
91,214
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
91,533
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
91,533
Form 990-PF (2023)
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 91,214
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 80,549
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: right arrow$ 91,533
a Applied to 2022, but not more than line 2a 80,549
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..... 10,984
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 .......... 		80,230
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)
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 or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
NONE
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.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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)
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)
aPaid during the year

GEORGIA INDUSTRIAL CHILDREN'S HOME

PO BOX 28077
MACON,GA31221 		NONE PC GENERAL OPERATING 80,549
Total .................................right arrow 3a 80,549
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
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
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 41,998  
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 78,495  
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) ..   120,493  
13Total. Add line 12, columns (b), (d), and (e)..................
13
120,493
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
TRUSTEE FOR ROBERT M WYNNE FDN
EIN:
58-6360989
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2023 InvestmentsCorpBondsSchedule
Name:
TRUSTEE FOR ROBERT M WYNNE FDN
EIN:
58-6360989
Name of Bond End of Year Book Value End of Year Fair Market Value
258620566 DOUBLELINE TOTAL RET 57,432 47,180
46429B267 ISHARES US TREASURY 281,536 252,795
64128K868 NEUBERGER BERMAN HIG 57,916 52,468
722005816 PIMCO INVESTMENT GRA 163,017 143,795

TY 2023 InvestmentsCorpStockSchedule
Name:
TRUSTEE FOR ROBERT M WYNNE FDN
EIN:
58-6360989
Name of Stock End of Year Book Value End of Year Fair Market Value
58933Y105 MERCK & CO INC 5,027 15,481
65339F101 NEXTERA ENERGY INC    
931142103 WALMART INC 9,630 14,346
437076102 HOME DEPOT INC 521 9,357
92826C839 VISA INC CL A 2,198 18,745
02079K107 ALPHABET INC CL C 3,420 32,837
30303M102 META PLATFORMS INC C 27,142 32,564
166764100 CHEVRON CORP    
46120E602 INTUITIVE SURGICAL I 8,531 8,771
594918104 MICROSOFT CORP 6,859 80,473
693475105 PNC FINL SVCS GROUP 4,994 12,853
892356106 TRACTOR SUPPLY CO    
91324P102 UNITEDHEALTH GROUP I 5,044 22,112
438516106 HONEYWELL INTERNATIO 6,797 11,115
907818108 UNION PAC CORP 1,379 13,755
02079K305 ALPHABET INC CL A 734 15,226
883556102 THERMO FISHER SCIENT    
22160K105 COSTCO WHOLESALE COR 4,776 19,802
142339100 CARLISLE COS INC 6,848 15,934
478160104 JOHNSON & JOHNSON    
499049104 KNIGHT-SWIFT TRANSN 7,268 9,224
617446448 MORGAN STANLEY 8,475 12,309
747525103 QUALCOMM INC    
22052L104 CORTEVA INC    
G8994E103 TRANE TECHNOLOGIES P 2,573 13,171
023135106 AMAZON.COM INC 21,292 39,504
031162100 AMGEN INC    
037833100 APPLE INC 1,455 57,566
038222105 APPLIED MATERIALS IN 6,013 20,097
09247X101 BLACKROCK INC 10,320 11,365
345370860 FORD MOTOR CO DEL    
46266C105 IQVIA HOLDINGS INC 8,825 11,106
46625H100 JP MORGAN CHASE & CO 17,519 21,263
723787107 PIONEER NATURAL RESO    
74762E102 QUANTA SERVICES INC 2,095 12,948
00130H105 AES CORP    
025537101 AMERICAN ELEC PWR IN    
032654105 ANALOG DEVICES INC 10,557 13,502
036752103 ELEVANCE HEALTH INC    
084423102 WR BERKLEY CORP 12,630 12,093
110122108 BRISTOL MYERS SQUIBB    
12514G108 CDW CORP    
127387108 CADENCE DESIGN SYSTE 10,499 17,159
169656105 CHIPOTLE MEXICAN GRI 9,728 13,722
20825C104 CONOCOPHILLIPS 10,984 12,652
237266101 DARLING INGREDIENTS    
40412C101 HCA HEALTHCARE INC 9,612 10,015
67103H107 O'REILLY AUTOMOTIVE 6,640 10,451
713448108 PEPSICO INC 12,519 12,059
718546104 PHILLIPS 66 8,807 11,051
75513E101 RTX CORPORATION 13,693 13,126
90384S303 ULTA BEAUTY INC    
92532F100 VERTEX PHARMACEUTICA 13,088 16,682
G0450A105 ARCH CAPITAL GROUP L 8,237 12,626
N6596X109 NXP SEMICONDUCTORS N    
064058100 BANK OF NEW YORK MEL 9,754 9,890
09857L108 BOOKING HOLDINGS INC 13,203 17,736
11135F101 BROADCOM INC 15,114 21,209
278865100 ECOLAB INC 11,088 11,703
29364G103 ENTERGY CORP 8,431 8,399
406216101 HALLIBURTON CO 13,144 12,038
50212V100 LPL FINANCIAL HOLDIN 7,677 6,829
532457108 LILLY ELI & CO 9,125 8,744
573284106 MARTIN MARIETTA MATL 10,506 11,974
608190104 MOHAWK INDUSTRIES IN 5,284 5,900
60855R100 MOLINA HEALTHCARE IN 9,782 10,839
64110L106 NETFLIX INC 14,651 18,501
67066G104 NVIDIA CORP 23,123 27,732
68389X105 ORACLE CORPORATION 6,434 5,377
697435105 PALO ALTO NETWORKS I 9,924 12,385
745867101 PULTE GROUP INC 5,368 5,780
87612G101 TARGA RESOURCES 10,532 10,859
88160R101 TESLA INC 8,233 7,951
928881101 VONTIER CORP 7,913 9,985

TY 2023 InvestmentsOtherSchedule2
Name:
TRUSTEE FOR ROBERT M WYNNE FDN
EIN:
58-6360989
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
22822V101 CROWN CASTLE INC      
87283A102 T. ROWE PRICE QM US AT COST 8,434 19,948
92206C755 VANGUARD MORTGAGE-BA AT COST 91,278 80,439
277902235 EATON VANCE ATLANTA AT COST 52,722 80,353
00143W859 INVESCO DEVELOPING M AT COST 63,060 81,439
256210105 DODGE & COX INCOME F AT COST 57,066 48,237
464288646 ISHARES 1-5 YEAR INV AT COST 72,707 71,170
04314H857 ARTISAN INTERNATIONA AT COST 30,817 52,235
46653M849 JOHCM INTERNATIONAL AT COST 77,163 88,797
670693837 NUVEEN SMALL CAP VAL AT COST 21,583 29,361
29444U700 EQUINIX INC AT COST 8,815 8,859

TY 2023 OtherAssetsSchedule
Name:
TRUSTEE FOR ROBERT M WYNNE FDN
EIN:
58-6360989
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
992660CX6 SEALED ENVELOPE SAID   0 3
99A10CUH3 SEALED BOX SAID TO C 1 1 1


TY 2023 OtherDecreasesSchedule
Name:
TRUSTEE FOR ROBERT M WYNNE FDN
EIN:
58-6360989
Description Amount
RETURN OF CAPITAL ADJUSTMENT 28
2023 TRANSACTIONS POSTED IN 2024 1,094
ADJUSTMENT TO INCOME 2
COST BASIS ADJUSTMENT 109


TY 2023 OtherExpensesSchedule
Name:
TRUSTEE FOR ROBERT M WYNNE FDN
EIN:
58-6360989
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 2 2   0


TY 2023 OtherIncreasesSchedule
Name:
TRUSTEE FOR ROBERT M WYNNE FDN
EIN:
58-6360989
Description Amount
2022 TRANSACTIONS POSTED IN 2023 1,104
ROUNDING 5


TY 2023 TaxesSchedule
Name:
TRUSTEE FOR ROBERT M WYNNE FDN
EIN:
58-6360989
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 15 15   0
FEDERAL TAX PAYMENT - PRIOR YE 8 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,288 0   0
FOREIGN TAXES ON QUALIFIED FOR 299 299   0
FOREIGN TAXES ON NONQUALIFIED 34 34   0