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
FIRST LIEUTENANT P F CURETON JR FDN
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

46-1584075
B Telephone number (see instructions)

(855) 799-2921
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$10,722,167J 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... 88,626 87,513  
5a Gross rents............ 161,728 161,728  
b Net rental income or (loss) 6,568
6a Net gain or (loss) from sale of assets not on line 10 386,713
b Gross sales price for all assets on line 6a 1,539,472
7 Capital gain net income (from Part IV, line 2)... 386,713
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)....... Click to see attachment
List of Attached Documents:
// Content
2,190    
12 Total. Add lines 1 through 11........ 639,257 635,954  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 105,588 79,191   26,397
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
1,106 0 0 1,106
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
29,456 3,110   26,346
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,357 2,357   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
155,180 155,180    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 293,687 239,838 0 53,849
25 Contributions, gifts, grants paid....... 415,000 415,000
26 Total expenses and disbursements. Add lines 24 and 25 708,687 239,838 0 468,849
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -69,430
b Net investment income (if negative, enter -0-) 396,116
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.............   699 699
2 Savings and temporary cash investments......... 829,064 158,960 158,960
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)....... 772,908 Click to see attachment
List of Attached Documents:
// Content
422,878 		883,442
c Investments—corporate bonds (attach schedule)....... 592,333 Click to see attachment
List of Attached Documents:
// Content
1,040,286 		997,125
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,369,595 Click to see attachment
List of Attached Documents:
// Content
4,890,916 		8,681,941
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,563,900 6,513,739 10,722,167
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) Click to see attachment
List of Attached Documents:
// Content
16,125 		Click to see attachment
List of Attached Documents:
// Content
36,125
23 Total liabilities (add lines 17 through 22)......... 16,125 36,125
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........ 6,547,775 6,477,614
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)..... 6,547,775 6,477,614
30 Total liabilities and net assets/fund balances (see instructions). 6,563,900 6,513,739
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
6,547,775
2
Enter amount from Part I, line 27a .....................
2
-69,430
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,965
4
Add lines 1, 2, and 3 ..........................
4
6,480,310
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,696
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,477,614
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 17. AUTOHOME INC-ADR   2020-06-03 2023-01-04
b .799 SUMMIT MATERIALS INC   2020-06-04 2023-01-04
c 44. AUTOHOME INC-ADR     2023-01-05
d 1. ANSYS INC   2020-06-04 2023-01-09
e 2. IDEXX CORP   2020-06-04 2023-01-09
5. LIBERTY BROADBAND CORP     2023-01-09
13. SUMMIT MATERIALS INC   2020-06-04 2023-01-09
5. WIX.COM LTD   2020-06-04 2023-01-09
3. AUTODESK INC   2020-06-04 2023-01-10
5000. GLOBAL PAYMENTS INC 2.150% 1/15/27   2022-02-16 2023-01-23
5. KENNEDY-WILSON HOLDINGS INC   2020-06-04 2023-01-23
4. CREDIT ACCEPTANCE CORPMICHIGAN   2020-06-04 2023-02-06
1. TRANSDIGM GROUP INC   2020-06-04 2023-02-06
1. VERISK ANALYTICS INC   2020-06-04 2023-02-06
88. ACTIVISION BLIZZARD INC   2019-03-25 2023-02-10
55. ALPHABET INC CL C   2015-11-18 2023-02-10
55. AMAZON COM INC COM   2014-06-04 2023-02-10
156. FIDELITY NATL INFORMATION SVCS INC     2023-02-10
33. PALO ALTO NETWORKS INC   2017-11-30 2023-02-10
439. FLEXTRONICS INTL LTD     2023-02-10
1. WIX.COM LTD   2020-06-04 2023-02-21
1. ASPEN TECHNOLOGY INC   2020-06-03 2023-02-27
5. GRACO INC   2020-06-03 2023-02-27
3. PRIMERICA INC   2020-06-03 2023-02-27
2. RLI CORP COM   2020-06-03 2023-02-27
21. RIGHTMOVE PLC-UNSP ADR   2020-06-03 2023-02-27
2. WATTS WATER TECHNOLOGIES INC   2020-09-22 2023-02-27
10000. HP ENTERPRISE CO 1.450% 4/01/24   2020-11-19 2023-03-07
30000. US TREASURY NOTE 2.250% 12/31/23   2021-08-17 2023-03-07
4. ARES MANAGEMENT CORP-A   2021-05-04 2023-03-08
6. FIRST REPUBLIC BANK/SAN FRANCI   2020-06-04 2023-03-08
1. TRANSDIGM GROUP INC   2020-06-04 2023-03-08
1. VERISK ANALYTICS INC   2020-06-04 2023-03-08
2. FIRST REPUBLIC BANK/SAN FRANCI     2023-03-13
12. FIRST REPUBLIC BANK/SAN FRANCI     2023-03-13
3. GUIDEWIRE SOFTWARE INC     2023-03-27
4. GUIDEWIRE SOFTWARE INC     2023-04-27
5. KENNEDY-WILSON HOLDINGS INC   2020-06-04 2023-04-27
1. AIR PRODS & CHEMS INC COM   2020-06-04 2023-05-03
3. BROOKFIELD INFRASTRUCTURE-A   2020-06-04 2023-05-03
2. BROOKFIELD RENEWABLE COR-A   2020-09-09 2023-05-03
1. COGNEX CORP   2020-06-04 2023-05-03
1. COPART INC COM   2020-06-04 2023-05-03
2. COSTAR GROUP, INC   2020-06-04 2023-05-03
1. DOMINOS PIZZA INC   2020-05-20 2023-05-03
1. FNF GROUP   2020-06-04 2023-05-03
1. GARTNER INC   2020-06-04 2023-05-03
1. HOWARD HUGHES CORP/THE   2020-06-04 2023-05-03
1. IDEXX CORP   2020-06-04 2023-05-03
9. KENNEDY-WILSON HOLDINGS INC     2023-05-03
1. MICROCHIP TECHNOLOGY INC COM   2020-06-04 2023-05-03
1. TYLER TECHNOLOGIES INC   2021-02-17 2023-05-03
1. VERISIGN INC COM   2020-06-04 2023-05-03
1. VERISK ANALYTICS INC   2020-06-04 2023-05-03
1. VULCAN MATERIALS COMPANY   2020-06-04 2023-05-03
2. PERIMETER SOLUTIONS SA   2021-11-29 2023-05-03
360. ISHARES CMBS ETF   2021-08-16 2023-05-08
11. KKR & CO INC -A   2020-06-04 2023-05-12
4. LIBERTY BROADBAND CORP     2023-05-12
5. WIX.COM LTD   2020-06-04 2023-05-12
11666.59 FED HERM STRAT VAL DVD-R6 251   2022-03-29 2023-05-22
3221.633 JPMORGAN MID CAP VALUE-R6 #2335     2023-05-22
11252.813 TORTOISE ENERGY INFRASTRUCTU   2022-09-20 2023-05-22
5245.465 NEUBERGER BERMAN LONG SH-INS #1830     2023-05-22
11358.395 ABBEY CAP FUTURES STRAT-I #231     2023-05-22
24. SBA COMMUNICATIONS CORP     2023-05-22
114. ACUSHNET HOLDINGS CORP     2023-05-23
208. ALPHABET INC CL C     2023-05-23
145. AMAZON COM INC COM   2014-06-04 2023-05-23
5. ANSYS INC   2020-06-04 2023-05-23
170. APPLE INC   2014-06-04 2023-05-23
4. ARES MANAGEMENT CORP-A   2023-02-06 2023-05-23
13. ARES MANAGEMENT CORP-A     2023-05-23
42. ARTISAN PARTNERS ASSET MANAGEM     2023-05-23
56. ARTISAN PARTNERS ASSET MANAGEM   2020-06-03 2023-05-23
24. AUTODESK INC     2023-05-23
31. BANCFIRST CORP     2023-05-23
64. BROOKFIELD CORP     2023-05-23
243. BROOKFIELD CORP     2023-05-23
23. BROOKFIELD INFRASTRUCTURE-A     2023-05-23
107. BROOKFIELD INFRASTRUCTURE-A     2023-05-23
10. BROOKFIELD ASSET MANAGEMENT LT     2023-05-23
60. BROOKFIELD ASSET MANAGEMENT LT     2023-05-23
56. CONOCOPHILLIPS     2023-05-23
14. COPART INC COM     2023-05-23
157. COPART INC COM     2023-05-23
28. CORVEL CORP     2023-05-23
1. COSTAR GROUP, INC   2022-06-24 2023-05-23
139. COSTAR GROUP, INC     2023-05-23
51. EMCOR GROUP INC COM     2023-05-23
49. FTI CONSULTING INC COM     2023-05-23
191. FIRST HAWAIIAN INC   2020-06-03 2023-05-23
9. GARTNER INC   2020-06-04 2023-05-23
15. HEICO CORP CL A     2023-05-23
62. HEICO CORP CL A     2023-05-23
2. HEICO CORP CL A   2021-11-11 2023-05-23
21. HOWARD HUGHES CORP/THE     2023-05-23
13. KKR & CO INC -A     2023-05-23
156. KKR & CO INC -A     2023-05-23
32. K.FORCE, INC.     2023-05-23
11. LCI INDUSTRIES   2022-06-02 2023-05-23
18. LCI INDUSTRIES     2023-05-23
181. MICROSOFT CORP     2023-05-23
31. MOELIS & CO     2023-05-23
65. MOELIS & CO   2020-06-03 2023-05-23
31. PALO ALTO NETWORKS INC     2023-05-23
33. POOL CORPORATION   2018-05-09 2023-05-23
27. PRICESMART INC   2020-06-03 2023-05-23
38. PRIMERICA INC     2023-05-23
25. RIGHTMOVE PLC-UNSP ADR     2023-05-23
276. RIGHTMOVE PLC-UNSP ADR   2020-06-03 2023-05-23
16. S&P GLOBAL INC   2015-01-12 2023-05-23
14. SIMPSON MFG INC COM     2023-05-23
49. SIMPSON MFG INC COM     2023-05-23
8. TELEDYNE TECHNOLOGIES INC   2020-06-03 2023-05-23
46. TORO CO   2020-06-03 2023-05-23
40. TRACTOR SUPPLY CO COM   2014-07-11 2023-05-23
1. TRANSDIGM GROUP INC   2022-10-19 2023-05-23
23. TRANSDIGM GROUP INC     2023-05-23
3. TYLER TECHNOLOGIES INC     2023-05-23
11. TYLER TECHNOLOGIES INC     2023-05-23
11. VERISK ANALYTICS INC   2020-06-04 2023-05-23
29. WATTS WATER TECHNOLOGIES INC   2020-09-22 2023-05-23
59. ARCH CAPITAL GROUP LTD     2023-05-23
60. ACCENTURE PLC   2016-08-12 2023-05-23
16. WIX.COM LTD     2023-05-23
5000. FEDEX CORP 2.400% 5/15/31   2022-02-16 2023-05-25
2. ATRION CORP   2020-06-03 2023-07-13
154. CVS HEALTH CORPORATION     2023-07-13
6. CARMAX INC     2023-07-13
80. CARMAX INC     2023-07-13
71. CLEARWATER ANALYTICS HLDGS INC     2023-07-13
12. COGNEX CORP     2023-07-13
6. ENOVIS CORP   2020-06-04 2023-07-13
16. DANAHER CORP     2023-07-13
47. DRIL-QUIP INC COM   2020-06-03 2023-07-13
14. ECOLAB INC   2016-02-04 2023-07-13
10. FNF GROUP   2020-06-04 2023-07-13
6. LAM RESEARCH CORP COM   2019-07-01 2023-07-13
13. ESTEE LAUDER COMPANIES INC   2015-11-18 2023-07-13
19. LENNAR CORPORATION CLASS A COMMON     2023-07-13
27. LIVE NATION ENT INC     2023-07-13
25. MANHATTAN ASSOCIATES, INC COM   2020-06-03 2023-07-13
16. PALO ALTO NETWORKS INC   2016-02-04 2023-07-13
1. ROPER TECHNOLOGIES INC   2023-01-09 2023-07-13
8. ROPER TECHNOLOGIES INC     2023-07-13
6. S&P GLOBAL INC   2015-01-12 2023-07-13
34. SUMMIT MATERIALS INC     2023-07-13
33. SYSCO CORP   2020-07-20 2023-07-13
35. TRANSUNION   2020-06-04 2023-07-13
3. VULCAN MATERIALS COMPANY     2023-07-13
38. VULCAN MATERIALS COMPANY     2023-07-13
19. PERIMETER SOLUTIONS SA     2023-07-13
88. PERIMETER SOLUTIONS SA     2023-07-13
8000. VERIZON COMMUNICATIO 2.550% 3/21/31   2023-05-25 2023-08-07
.6797 ATLANTA BRAVES HOLDINGS INC   2020-06-04 2023-08-11
.311 LIBERTY MEDIA CORP-LIBERTY LIV   2020-06-04 2023-09-01
65. BLACK KNIGHT INC     2023-09-11
.171 LIBERTY MEDIA CORP-LIBERTY LIV   2020-06-04 2023-09-13
4. ADOBE SYS INC   2023-07-13 2023-10-13
37. ADVANCED MICRO DEVICES INC   2023-02-10 2023-10-13
5. AGILENT TECHNOLOGIES INC     2023-10-13
24. AGILENT TECHNOLOGIES INC     2023-10-13
5. AIR PRODS & CHEMS INC COM   2020-06-04 2023-10-13
197. ALPHABET INC CL C   2014-07-11 2023-10-13
78. APPLE INC   2014-06-04 2023-10-13
11. APTARGROUP INC COM   2020-06-03 2023-10-13
38. BLACKSTONE INC   2020-07-20 2023-10-13
287. BOSTON SCIENTIFIC CORP COM     2023-10-13
23. BROADCOM INC     2023-10-13
24. BROWN & BROWN INC     2023-10-13
91. BROWN & BROWN INC     2023-10-13
1. CBRE GROUP INC   2022-12-12 2023-10-13
50. CBRE GROUP INC     2023-10-13
57. CVS HEALTH CORPORATION   2019-07-01 2023-10-13
33. CELANESE CORP   2023-07-13 2023-10-13
57. CENTENE CORP DEL     2023-10-13
199. COCA COLA CO   2018-07-18 2023-10-13
69. CONOCOPHILLIPS   2015-08-18 2023-10-13
19. DANAHER CORP   2014-07-11 2023-10-13
39. WALT DISNEY CO   2021-08-06 2023-10-13
3. DOMINOS PIZZA INC     2023-10-13
12. DOMINOS PIZZA INC     2023-10-13
28. DONALDSON CO INC   2020-06-03 2023-10-13
26. ECOLAB INC   2016-02-04 2023-10-13
13. ASPEN TECHNOLOGY INC   2020-06-03 2023-10-13
37. META PLATFORMS INC     2023-10-13
66. GRACO INC   2020-06-03 2023-10-13
13. HENRY JACK & ASSOC INC COM   2020-06-03 2023-10-13
3. HILTON WORLDWIDE HOLDINGS IN     2023-10-13
64. HILTON WORLDWIDE HOLDINGS IN     2023-10-13
22. HYATT HOTELS CORP     2023-10-13
1. IDEXX CORP   2022-10-19 2023-10-13
4. IDEXX CORP     2023-10-13
90. INTERCONTINENTAL EXCHANGE INC     2023-10-13
205. INTERPUBLIC GROUP COS INC   2021-01-21 2023-10-13
19. LAM RESEARCH CORP COM   2019-07-01 2023-10-13
98. LAS VEGAS SANDS CORP   2023-05-23 2023-10-13
41. ESTEE LAUDER COMPANIES INC     2023-10-13
24. LENNAR CORPORATION CLASS A COMMON   2020-06-04 2023-10-13
1. LIBERTY MEDIA CORP-LIBERTY FOR   2023-01-09 2023-10-13
53. LIBERTY MEDIA CORP-LIBERTY FOR     2023-10-13
7. LIVE NATION ENT INC     2023-10-13
36. LIVE NATION ENT INC     2023-10-13
4. MSCI INC   2020-06-04 2023-10-13
13. MANHATTAN ASSOCIATES, INC COM   2020-06-03 2023-10-13
6. MARKEL HOLDINGS     2023-10-13
9. MARTIN MARIETTA MATLS INC COM   2020-06-04 2023-10-13
67. MICROSOFT CORP     2023-10-13
56. MICROCHIP TECHNOLOGY INC COM     2023-10-13
1. MOODYS CORP   2023-03-08 2023-10-13
11. MOODYS CORP     2023-10-13
218. MORGAN STANLEY   2017-12-26 2023-10-13
1. O'REILLY AUTOMOTIVE INC   2022-11-23 2023-10-13
8. O'REILLY AUTOMOTIVE INC     2023-10-13
16. PALO ALTO NETWORKS INC   2016-02-04 2023-10-13
3. PROGRESSIVE CORP OHIO     2023-10-13
26. PROGRESSIVE CORP OHIO     2023-10-13
23. RLI CORP COM   2020-06-03 2023-10-13
19. RBC BEARINGS INC     2023-10-13
2. ROPER TECHNOLOGIES INC     2023-10-13
8. ROPER TECHNOLOGIES INC   2020-06-04 2023-10-13
18. S&P GLOBAL INC   2015-01-12 2023-10-13
177. SUNCOR ENERGY INC NEW F     2023-10-13
128. SYSCO CORP   2020-07-20 2023-10-13
86. TARGET CORP   2020-03-25 2023-10-13
37. TRACTOR SUPPLY CO COM   2014-07-11 2023-10-13
5. TRANSDIGM GROUP INC   2016-08-12 2023-10-13
28. UNITEDHEALTH GROUP INC     2023-10-13
23. VERISIGN INC COM     2023-10-13
31. VERTEX PHARMACEUTICALS INC COM   2018-04-04 2023-10-13
4. WATERS CORP   2023-05-12 2023-10-13
1. AON PLC   2022-12-06 2023-10-13
6. AON PLC   2020-06-04 2023-10-13
23. ACCENTURE PLC   2016-08-12 2023-10-13
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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    
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 587   1,419 -832
b 24   13 11
c 1,532   3,795 -2,263
d 249   282 -33
e 906   622 284
416   704 -288
386   211 175
387   1,101 -714
580   677 -97
4,489   4,813 -324
85   68 17
2,045   1,742 303
717   485 232
177   166 11
6,645   4,126 2,519
5,225   2,033 3,192
5,370   844 4,526
11,644   9,063 2,581
5,410   1,606 3,804
10,423   4,308 6,115
82   220 -138
215   183 32
349   247 102
549   357 192
266   164 102
288   342 -54
349   194 155
9,572   10,207 -635
29,306   31,391 -2,085
332   198 134
689   692 -3
765   485 280
185   166 19
46   273 -227
275   1,549 -1,274
229   334 -105
301   462 -161
82   67 15
296   247 49
128   95 33
66   66  
48   57 -9
80   45 35
149   130 19
317   386 -69
36   34 2
309   131 178
76   61 15
487   311 176
149   111 38
77   53 24
382   465 -83
225   209 16
204   166 38
181   120 61
15   24 -9
16,743   19,691 -2,948
531   329 202
307   640 -333
379   1,101 -722
63,233   73,966 -10,733
108,827   121,000 -12,173
144,711   148,083 -3,372
86,708   78,000 8,708
131,417   124,261 7,156
5,661   7,129 -1,468
5,060   4,208 852
25,905   6,152 19,753
16,796   2,225 14,571
1,525   1,411 114
29,394   3,920 25,474
342   338 4
1,112   812 300
1,414   1,476 -62
1,885   1,531 354
4,827   5,603 -776
2,736   2,576 160
2,032   2,064 -32
7,716   6,839 877
1,091   992 99
5,077   4,135 942
317   314 3
1,900   1,604 296
5,871   5,009 862
1,240   805 435
13,908   7,936 5,972
5,736   5,281 455
79   62 17
10,975   10,415 560
8,394   3,778 4,616
9,076   5,058 4,018
3,400   3,440 -40
2,927   1,177 1,750
2,021   1,848 173
8,353   6,658 1,695
269   273 -4
1,583   1,251 332
667   612 55
8,001   4,911 3,090
1,931   1,977 -46
1,209   1,274 -65
1,979   2,863 -884
57,806   11,516 46,290
1,183   1,214 -31
2,481   1,887 594
5,956   1,494 4,462
11,290   4,844 6,446
1,996   1,528 468
7,076   4,521 2,555
340   368 -28
3,754   4,494 -740
5,870   1,373 4,497
1,716   1,283 433
6,006   4,366 1,640
3,309   2,930 379
4,830   3,273 1,557
8,839   2,405 6,434
799   540 259
18,368   9,580 8,788
1,184   975 209
4,341   4,938 -597
2,380   1,827 553
4,768   2,819 1,949
4,362   1,936 2,426
17,389   6,776 10,613
1,265   3,623 -2,358
4,124   4,701 -577
1,064   1,350 -286
10,974   9,961 1,013
501   442 59
6,685   7,583 -898
1,179   1,847 -668
689   864 -175
395   302 93
3,807   1,280 2,527
1,193   1,523 -330
2,607   1,519 1,088
381   344 37
3,830   1,140 2,690
2,512   1,089 1,423
2,458   1,454 1,004
2,516   1,318 1,198
4,996   2,271 2,725
3,803   769 3,034
479   446 33
3,830   3,517 313
2,466   515 1,951
1,262   549 713
2,424   1,751 673
2,782   3,196 -414
669   476 193
8,469   4,606 3,863
105   182 -77
486   1,085 -599
6,625   6,674 -49
26   14 12
10   5 5
4,931   4,833 98
5   3 2
2,206   2,070 136
3,943   3,020 923
544   716 -172
2,609   2,997 -388
1,426   1,233 193
27,421   5,705 21,716
13,994   1,798 12,196
1,381   1,245 136
3,902   2,005 1,897
14,113   5,133 8,980
20,554   6,229 14,325
1,674   1,412 262
6,349   4,219 2,130
72   76 -4
3,583   2,683 900
4,097   3,123 974
3,961   4,041 -80
4,077   1,669 2,408
10,532   8,977 1,555
8,609   5,197 3,412
3,985   1,001 2,984
3,268   6,922 -3,654
1,050   1,021 29
4,200   4,624 -424
1,695   1,375 320
4,270   2,821 1,449
2,590   2,375 215
11,830   9,758 2,072
4,864   3,262 1,602
1,875   2,328 -453
455   398 57
9,710   5,852 3,858
2,323   1,333 990
434   334 100
1,734   1,331 403
9,920   4,111 5,809
5,921   5,101 820
12,223   3,610 8,613
4,408   5,659 -1,251
5,639   3,298 2,341
2,600   1,498 1,102
67   61 6
3,548   1,927 1,621
590   494 96
3,037   2,269 768
2,044   1,241 803
2,621   1,181 1,440
8,926   6,183 2,743
3,849   1,892 1,957
22,122   3,473 18,649
4,425   3,008 1,417
317   295 22
3,487   3,108 379
17,078   11,411 5,667
918   854 64
7,340   3,541 3,799
4,172   769 3,403
458   384 74
3,973   2,180 1,793
3,081   1,884 1,197
4,527   2,897 1,630
995   846 149
3,982   3,190 792
6,521   1,544 4,977
6,058   5,999 59
8,044   6,790 1,254
9,564   8,058 1,506
7,320   2,224 5,096
4,249   1,218 3,031
14,964   6,830 8,134
4,769   4,776 -7
11,415   5,006 6,409
1,003   1,075 -72
325   309 16
1,950   1,183 767
6,948   2,597 4,351
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
      444
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       -832
b       11
c       -2,263
d       -33
e       284
      -288
      175
      -714
      -97
      -324
      17
      303
      232
      11
      2,519
      3,192
      4,526
      2,581
      3,804
      6,115
      -138
      32
      102
      192
      102
      -54
      155
      -635
      -2,085
      134
      -3
      280
      19
      -227
      -1,274
      -105
      -161
      15
      49
      33
       
      -9
      35
      19
      -69
      2
      178
      15
      176
      38
      24
      -83
      16
      38
      61
      -9
      -2,948
      202
      -333
      -722
      -10,733
      -12,173
      -3,372
      8,708
      7,156
      -1,468
      852
      19,753
      14,571
      114
      25,474
      4
      300
      -62
      354
      -776
      160
      -32
      877
      99
      942
      3
      296
      862
      435
      5,972
      455
      17
      560
      4,616
      4,018
      -40
      1,750
      173
      1,695
      -4
      332
      55
      3,090
      -46
      -65
      -884
      46,290
      -31
      594
      4,462
      6,446
      468
      2,555
      -28
      -740
      4,497
      433
      1,640
      379
      1,557
      6,434
      259
      8,788
      209
      -597
      553
      1,949
      2,426
      10,613
      -2,358
      -577
      -286
      1,013
      59
      -898
      -668
      -175
      93
      2,527
      -330
      1,088
      37
      2,690
      1,423
      1,004
      1,198
      2,725
      3,034
      33
      313
      1,951
      713
      673
      -414
      193
      3,863
      -77
      -599
      -49
      12
      5
      98
      2
      136
      923
      -172
      -388
      193
      21,716
      12,196
      136
      1,897
      8,980
      14,325
      262
      2,130
      -4
      900
      974
      -80
      2,408
      1,555
      3,412
      2,984
      -3,654
      29
      -424
      320
      1,449
      215
      2,072
      1,602
      -453
      57
      3,858
      990
      100
      403
      5,809
      820
      8,613
      -1,251
      2,341
      1,102
      6
      1,621
      96
      768
      803
      1,440
      2,743
      1,957
      18,649
      1,417
      22
      379
      5,667
      64
      3,799
      3,403
      74
      1,793
      1,197
      1,630
      149
      792
      4,977
      59
      1,254
      1,506
      5,096
      3,031
      8,134
      -7
      6,409
      -72
      16
      767
      4,351
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 386,713
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 5,506
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 5,506
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 5,506
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,920
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 1,920
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 3,586
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 arrowSC
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 arrow  
14
The books are in care ofright arrowWELLS FARGO BANK NA Telephone no.right arrow (800) 352-3705

Located atright arrow100 N MAIN ST FL 5D4001-052WINSTONSALEMNC ZIP+4right arrow27101
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
WELLS FARGO BANK N A TRUSTEE
1 		105,588    
100 N MAIN ST FL 5D4001-052
WINSTONSALEM,NC27101
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
9,602,649
b
Average of monthly cash balances.......................
1b
444,022
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
10,046,671
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
10,046,671
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
150,700
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,895,971
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
494,799
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
494,799
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,506
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,506
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
489,293
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
489,293
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
489,293
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
468,849
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
468,849
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 7 489,293
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 414,731
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$ 468,849
a Applied to 2022, but not more than line 2a 414,731
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..... 54,118
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 .......... 		435,175
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).)
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
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

THE CITADEL

171 MOULTRIE STREET
CHARLESTON,SC29409 		NONE PC SCHOLARSHIPS 87,600

SC SOCIETY FOR THE PREVENTION OF
CRUELTY TO ANIMALS
121 HUMANE LANE
COLUMBIA,SC29209 		NONE PC GENERAL OPERATING 70,000

THE SALVATION ARMY

615 SLATERS LN
ALEXANDRIA,VA22314 		NONE PC GENERAL OPERATING 70,000

HIRE HEROES USA

13010 MORRIS RD STE 175
ALPHARETTA,GA300046106 		NONE PC GENERAL OPERATING 15,000

UPSTATE WARRIOR SOLUTION INC

PO BOX 27232
GREENVILLE,SC29616 		NONE PC GENERAL OPERATING 52,400

CLARITY INC

29 NORTH ACADEMY STREET
GREENVILLE,SC296010000 		NONE PC GENERAL OPERATING 25,000

PENDLETON PLACE INC

1133 PENDLETON ST
GREENVILLE,SC296012317 		NONE PC GENERAL OPERATING 10,000

CHILDRENS MUSEUM OF THE UPSTATE INC

300 COLLEGE STREET
GREENVILLE,SC296010000 		NONE PC GENERAL OPERATING 50,000

CANCER SURVIVORS PARK ALLIANCE

PO BOX 9428
GREENVILLE,SC296049428 		NONE PC GENERAL OPERATING 10,000

HABITAT FOR HUMANITY

285 PEACHTREE CENTER AVE
ATLANTA,GA30303 		NONE PC GENERAL OPERATING 25,000
Total .................................right arrow 3a 415,000
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 88,626  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 6,568  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 386,713  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 2,190  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   484,097  
13Total. Add line 12, columns (b), (d), and (e)..................
13
484,097
(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:
FIRST LIEUTENANT P F CURETON JR FDN
EIN:
46-1584075
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,106     1,106

TY 2023 InvestmentsCorpBondsSchedule
Name:
FIRST LIEUTENANT P F CURETON JR FDN
EIN:
46-1584075
Name of Bond End of Year Book Value End of Year Fair Market Value
036752AB9 ANTHEM INC 20,397 19,400
9128284F4 US TREASURY NOTE 50,102 48,817
06051GGA1 BANK OF AMERICA CORP 19,734 19,029
9128286X3 US TREASURY NOTE 51,267 47,737
42824CBJ7 HP ENTERPRISE CO    
254687FL5 WALT DISNEY COMPANY/ 18,425 17,746
38148LAE6 GOLDMAN SACHS GROUP 20,400 19,588
912828M56 US TREASURY NOTE 50,444 48,157
06367WMQ3 BANK OF MONTREAL 14,944 14,779
25389JAR7 DIGITAL REALTY TRUST 15,081 14,465
912828U24 US TREASURY NOTE 2.0 48,891 47,270
29444UBL9 EQUINIX INC 18,443 17,544
867914BS1 SUNTRUST BANKS INC 10,810 9,826
912828WJ5 US TREASURY NOTE 2.5 25,311 24,756
3135G0ZR7 FED NATL MTG ASSN 2. 15,644 14,757
9128286T2 US TREASURY NOTE 2.3 48,084 46,344
14040HBN4 CAPITAL ONE FINANCIA 15,219 14,322
9128285M8 US TREASURY NOTE 45,324 43,471
166764BW9 CHEVRON CORP 19,718 19,177
46625HRV4 JPMORGAN CHASE & CO 19,707 19,051
9128286A3 US TREASURY NOTE 49,375 48,428
9128283W8 US TREASURY NOTE 51,071 47,795
693475AZ8 PNC FINANCIAL SERVIC 10,803 8,748
61746BEF9 MORGAN STANLEY 20,941 19,390
912828V23 US TREASURY NOTE    
91282CBL4 US TREASURY NOTE 53,461 50,084
20030NCT6 COMCAST CORP 21,613 19,721
78016EZM2 ROYAL BANK OF CANADA 15,036 13,904
110122DP0 BRISTOL-MYERS SQUIBB 14,391 13,324
126650DM9 CVS HEALTH CORP 14,346 13,322
548661DY0 LOWE'S COS INC 14,849 12,458
00287YAQ2 ABBVIE INC 15,964 14,728
961214DW0 WESTPAC BANKING CORP 21,883 19,081
907818FU7 UNION PACIFIC CORP 13,817 13,039
9128282R0 US TREASURY NOTE 46,315 47,157
37940XAG7 GLOBAL PAYMENTS INC    
120568BB5 BUNGE LTD FINANCE CO 14,308 14,180
31428XCD6 FEDEX CORP    
91282CDY4 US TREASURY NOTE 1.8 50,967 51,584
023135CH7 AMAZON.COM INC 18,601 19,051
91282CGQ8 US TREASURY NOTE 50,418 50,237
92343VGJ7 VERIZON COMMUNICATIO 14,182 14,658

TY 2023 InvestmentsCorpStockSchedule
Name:
FIRST LIEUTENANT P F CURETON JR FDN
EIN:
46-1584075
Name of Stock End of Year Book Value End of Year Fair Market Value
743315103 PROGRESSIVE CORP OHI    
009158106 AIR PRODS & CHEMS IN    
32051X108 FIRST HAWAIIAN INC    
573284106 MARTIN MARIETTA MATL    
101137107 BOSTON SCIENTIFIC CO 2,112 6,879
038336103 APTARGROUP INC COM    
384109104 GRACO INC    
005098108 ACUSHNET HOLDINGS CO    
48251W104 KKR & CO INC -A    
75513E101 RTX CORP 16,127 14,725
115637209 BROWN FORMAN CORP CL 260 228
891160509 TORONTO DOMINION BK 23,219 26,171
09260D107 BLACKSTONE INC 8,610 21,209
40171V100 GUIDEWIRE SOFTWARE I    
46625H100 JPMORGAN CHASE & CO 11,503 15,479
60786M105 MOELIS & CO    
776696106 ROPER TECHNOLOGIES I    
518439104 ESTEE LAUDER COMPANI    
879360105 TELEDYNE TECHNOLOGIE    
530307305 LIBERTY BROADBAND CO    
217204106 COPART INC COM    
25754A201 DOMINOS PIZZA INC    
73278L105 POOL CORPORATION    
531229854 LIBERTY FORMULA ONE    
902252105 TYLER TECHNOLOGIES I    
422806208 HEICO CORP CL A    
448579102 HYATT HOTELS CORP    
31620R303 FNF GROUP    
11284V105 BROOKFIELD RENEWABLE 3,702 2,591
595017104 MICROCHIP TECHNOLOGY    
89400J107 TRANSUNION    
11135F101 BROADCOM INC 8,128 44,650
538034109 LIVE NATION ENT INC    
829073105 SIMPSON MFG INC COM    
512807108 LAM RESEARCH CORP CO 4,750 19,582
049904105 ATRION CORP    
530307107 LIBERTY BROADBAND CO    
94106L109 WASTE MANAGEMENT INC 10,140 17,015
G0450A105 ARCH CAPITAL GROUP L    
55354G100 MSCI INC    
02079K107 ALPHABET INC CL C 10,591 55,104
225310101 CREDIT ACCEPTANCE CO    
56501R106 MANULIFE FINANCIAL C 15,226 17,791
191216100 COCA COLA CO    
749607107 RLI CORP COM    
615369105 MOODYS CORP    
44267D107 HOWARD HUGHES CORP/T    
929160109 VULCAN MATERIALS COM    
741511109 PRICESMART INC    
00846U101 AGILENT TECHNOLOGIES    
097023105 BOEING CO 16,293 21,635
302941109 FTI CONSULTING INC C    
05278C107 AUTOHOME INC-ADR    
143130102 CARMAX INC    
278865100 ECOLAB INC    
G0403H108 AON PLC    
89151E109 TOTALENERGIES SE -SP 17,288 24,796
91879Q109 VAIL RESORTS INC COM 3,343 3,416
92826C839 VISA INC-CLASS A SHR 7,858 38,532
78409V104 S&P GLOBAL INC    
037833100 APPLE INC 8,294 82,210
115236101 BROWN & BROWN INC    
87612E106 TARGET CORP    
Y2573F102 FLEX LTD    
76657Y101 RIGHTMOVE PLC-UNSP A    
09857L108 BOOKING HOLDINGS INC 9,704 28,378
262037104 DRIL-QUIP INC COM    
891092108 TORO CO    
562750109 MANHATTAN ASSOCIATES    
15135B101 CENTENE CORP DEL 1,626 4,230
893641100 TRANSDIGM GROUP INC 1,462 6,070
526057104 LENNAR CORPORATION C    
892356106 TRACTOR SUPPLY CO CO    
86614U100 SUMMIT MATERIALS INC    
594918104 MICROSOFT CORP 8,931 80,473
00507V109 ACTIVISION BLIZZARD    
33616C100 FIRST REPUBLIC BANK/    
366651107 GARTNER INC    
04316A108 ARTISAN PARTNERS ASS    
11275Q107 BROOKFIELD INFRASTRU    
12504L109 CBRE GROUP INC    
617446448 MORGAN STANLEY    
871829107 SYSCO CORP 4,987 6,874
67103H107 O'REILLY AUTOMOTIVE 2,077 4,750
778296103 ROSS STORES INC 704 1,107
22160N109 COSTAR GROUP, INC    
09247X101 BLACKROCK INC 12,500 16,236
30303M102 META PLATFORMS INC 8,407 27,609
697435105 PALO ALTO NETWORKS I    
M98068105 WIX.COM LTD    
192422103 COGNEX CORP    
489398107 KENNEDY-WILSON HOLDI    
45168D104 IDEXX CORP    
303075105 FACTSET RESH SYS INC 3,085 4,771
43300A203 HILTON WORLDWIDE HOL    
867224107 SUNCOR ENERGY INC NE 13,898 19,032
052769106 AUTODESK INC    
G1151C101 ACCENTURE PLC    
31620M106 FIDELITY NATL INFORM    
92343E102 VERISIGN INC COM    
09215C105 BLACK KNIGHT INC    
426281101 HENRY JACK & ASSOC I    
942749102 WATTS WATER TECHNOLO    
92532F100 VERTEX PHARMACEUTICA 2,261 5,696
92345Y106 VERISK ANALYTICS INC    
45866F104 INTERCONTINENTAL EXC 1,917 6,678
023135106 AMAZON COM INC COM    
235851102 DANAHER CORP 1,054 4,627
570535104 MARKEL HOLDINGS    
74164M108 PRIMERICA INC    
531229870 LIBERTY FORMULA ONE    
29084Q100 EMCOR GROUP INC COM    
257651109 DONALDSON CO INC    
03662Q105 ANSYS INC    
311900104 FASTENAL CO 3,158 4,663
256677105 DOLLAR GENERAL CORP 3,303 2,175
91324P102 UNITEDHEALTH GROUP I 14,934 32,641
126650100 CVS HEALTH CORPORATI 4,383 6,317
75524B104 RBC BEARINGS INC    
221006109 CORVEL CORP    
20825C104 CONOCOPHILLIPS    
185123106 CLEARWATER ANALYTICS    
50189K103 LCI INDUSTRIES    
L7579L106 PERIMETER SOLUTIONS    
03990B101 ARES MANAGEMENT CORP    
532457108 ELI LILLY & CO COM 13,675 30,312
00287Y109 ABBVIE INC 11,124 15,497
515098101 LANDSTAR SYS INC COM 5,316 6,003
H84989104 TE CONNECTIVITY LTD 8,719 9,414
25243Q205 DIAGEO PLC - ADR 10,159 7,429
G29183103 EATON CORP PLC 13,785 26,490
254687106 WALT DISNEY CO    
460690100 INTERPUBLIC GROUP CO 10,948 14,362
194014502 ENOVIS CORP    
113004105 BROOKFIELD ASSET MAN    
05945F103 BANCFIRST CORP    
29109X106 ASPEN TECHNOLOGY INC    
29605J106 ESAB CORP 152 346
11271J107 BROOKFIELD CORP    
00724F101 ADOBE INC 10,869 12,529
007903107 ADVANCED MICRO DEVIC 7,426 13,414
047726302 ATLANTA BRAVES HOLDI 22 40
150870103 CELANESE CORP 17,566 24,082
17275R102 CISCO SYSTEMS INC 4,950 4,850
172967424 CITIGROUP INC. 11,490 12,140
192446102 COGNIZANT TECH SOLUT 6,170 6,873
361ESC049 ESC GCI LIBERTY INC    
437076102 HOME DEPOT INC 3,765 4,159
531229722 LIBERTY MEDIA CORP-L 883 75
531229771 LIBERTY MEDIA CORP-L 71 232
654106103 NIKE INC CL B 5,809 5,754
7591EP100 REGIONS FINL CORP NE 6,172 6,221
883556102 THERMO FISHER SCIENT 2,631 2,654
911312106 UNITED PARCEL SERVIC 2,601 2,201
92338C103 VERALTO CORP 271 1,069
H2906T109 GARMIN LTD 2,469 2,956

TY 2023 InvestmentsOtherSchedule2
Name:
FIRST LIEUTENANT P F CURETON JR FDN
EIN:
46-1584075
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
46647B404 JPMORGAN MID CAP VAL      
74925K367 ABBEY CAP FUTURES ST      
9WB042498 26 - 28 AUGUSTA STRE AT COST 198,430 967,000
9WB042530 ATT PARKING ON W ELF AT COST 195,000 945,000
9WB042688 27 MILLS ALLEY GREEN AT COST 114,750 945,000
46429B366 ISHARES CMBS ETF      
31421N881 FED HERM STRAT VAL D      
9RE018033 659 SOUTH MAIN STREE AT COST 870,000 2,175,000
78410G104 SBA COMMUNICATIONS C      
9WB042506 126 & 128 AUGUSTA ST AT COST 407,368 1,936,000
64128R608 NEUBERGER BERMAN LON      
56166Y404 TORTOISE MLP & PIPEL      
7RE000AZ1 133 AUGUSTA STREET G AT COST 2,010,000 540,000
31641Q755 FIDELITY NEW MRKTS I AT COST 66,273 73,100
38147N269 GLDMN SCHS GQP PRT I AT COST 99,410 109,839
46434G103 ISHARES CORE MSCI EM AT COST 66,922 69,244
722005667 PIMCO COMMODITY REAL AT COST 132,547 133,996
74440Y884 PGIM HIGH YIELD-Q 10 AT COST 99,410 102,883
77956H435 T ROWE PR OVERSEAS S AT COST 198,821 205,065
872365713 TCW EMRG MRKTS INC-P AT COST 132,547 141,589
89155T490 TOUCHSTONE MID CAP-R AT COST 132,547 152,113
922908629 VANGUARD MIDCAP VIPE AT COST 166,891 186,112

TY 2023 OtherDecreasesSchedule
Name:
FIRST LIEUTENANT P F CURETON JR FDN
EIN:
46-1584075
Description Amount
ROC ON CY SALES 627
PY RETURN OF CAPITAL ADJUSTMENT 422
TAX LOT BASIS ADJUSTMENT 1,647


TY 2023 OtherExpensesSchedule
Name:
FIRST LIEUTENANT P F CURETON JR FDN
EIN:
46-1584075
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 20 20   0
Rent and Royalty Expense 155,160      


TY 2023 OtherIncomeSchedule2
Name:
FIRST LIEUTENANT P F CURETON JR FDN
EIN:
46-1584075
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 2,190 0  


TY 2023 OtherIncreasesSchedule
Name:
FIRST LIEUTENANT P F CURETON JR FDN
EIN:
46-1584075
Description Amount
MUTUAL FUND TIMING ADJ 1,052
PY PURCHASE OF ACCRUED INTEREST 185
COST BASIS ADJ 728


TY 2023 OtherLiabilitiesSchedule
Name:
FIRST LIEUTENANT P F CURETON JR FDN
EIN:
46-1584075
Description Beginning of Year - Book Value End of Year - Book Value
REFUNDABLE TENANT SECURITY DEPOSITS 16,125 16,125
TENANT RENT PAID IN ADVANCE   20,000


TY 2023 OtherProfessionalFeesSchedule
Name:
FIRST LIEUTENANT P F CURETON JR FDN
EIN:
46-1584075
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANT ADMIN FEE 26,346     26,346
INVESTMNT MNGMNT FEES (NON-DED 3,110 3,110    


TY 2023 TaxesSchedule
Name:
FIRST LIEUTENANT P F CURETON JR FDN
EIN:
46-1584075
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,013 2,013   0
FOREIGN TAXES ON NONQUALIFIED 344 344   0