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
MAYR GEORGE H - MAIN
 
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

95-6062009
B Telephone number (see instructions)

(888) 730-4933
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$30,339,769J 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... 675,173 672,593  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 757,202
b Gross sales price for all assets on line 6a 7,311,625
7 Capital gain net income (from Part IV, line 2)... 757,202
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
-33,300 -33,300  
12 Total. Add lines 1 through 11........ 1,399,075 1,396,495  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 300,624 126,494   174,130
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
1,346 0 0 1,346
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
15,256 15,256   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
37,357 11,299   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
9,632 5,157   4,475
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 364,215 158,206 0 179,951
25 Contributions, gifts, grants paid....... 1,390,000 1,390,000
26 Total expenses and disbursements. Add lines 24 and 25 1,754,215 158,206 0 1,569,951
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -355,140
b Net investment income (if negative, enter -0-) 1,238,289
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............. 502 752 752
2 Savings and temporary cash investments......... 981,057 1,063,806 1,063,806
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)....... 4,073,869 Click to see attachment
List of Attached Documents:
// Content
5,880,226 		9,174,341
c Investments—corporate bonds (attach schedule)....... 5,908,938 Click to see attachment
List of Attached Documents:
// Content
6,727,229 		6,358,817
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).......... 14,633,882 Click to see attachment
List of Attached Documents:
// Content
11,839,693 		13,742,053
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) 25,598,248 25,511,706 30,339,769
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........ 25,598,248 25,511,706
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)..... 25,598,248 25,511,706
30 Total liabilities and net assets/fund balances (see instructions). 25,598,248 25,511,706
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
25,598,248
2
Enter amount from Part I, line 27a .....................
2
-355,140
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
271,048
4
Add lines 1, 2, and 3 ..........................
4
25,514,156
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,450
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
25,511,706
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 38. TESLA INC   2014-01-31 2023-01-03
b 62. ALPHABET INC CL C   2021-02-04 2023-01-05
c 13. GOLDMAN SACHS GROUP INC     2023-01-06
d 50000. ALLY FINANCIAL INC 2.200% 11/02/28   2021-11-22 2023-01-09
e 50000. SYNCHRONY FINANCIAL 3.950% 12/01/27   2021-11-22 2023-01-09
150000. US TREASURY NOTE 2.750% 2/15/24   2018-05-02 2023-01-09
19. HUBSPOT INC   2021-10-14 2023-01-10
107. ZOOMINFO TECHNOLOGIES INC   2022-05-18 2023-01-10
128. ZOOMINFO TECHNOLOGIES INC     2023-01-10
8. KKR & CO INC -A   2022-04-07 2023-01-17
50. KKR & CO INC -A   2022-01-07 2023-01-17
43. ABBOTT LABS     2023-01-19
39. ADOBE SYS INC   2014-01-31 2023-01-19
738. ADYEN NV-UNSPON ADR     2023-01-19
38. ADVANCED MICRO DEVICES INC   2023-01-19 2023-01-19
41. AIRBNB INC   2022-05-05 2023-01-19
37. AIRBNB INC     2023-01-19
47. ALPHABET INC CL C   2022-12-07 2023-01-19
465. ALPHABET INC CL C     2023-01-19
34. AMAZON COM INC COM   2022-12-06 2023-01-19
449. AMAZON COM INC COM   2014-12-18 2023-01-19
65. AMERICAN TOWER CORP     2023-01-19
398. APPLE INC   2008-10-09 2023-01-19
17. ASTRAZENECA PLC ADR   2023-01-19 2023-01-19
80. ASTRAZENECA PLC ADR     2023-01-19
59. ATLASSIAN CORP PLC     2023-01-19
7. BROADCOM INC   2022-02-23 2023-01-19
32. BROADCOM INC     2023-01-19
13. CADENCE DESIGN SYSTEMS INC   2023-01-19 2023-01-19
42. COSTCO WHOLESALE CORP   2014-01-31 2023-01-19
50. CROWDSTRIKE HOLDINGS INC     2023-01-19
13. DANAHER CORP   2022-03-14 2023-01-19
38. DANAHER CORP     2023-01-19
39. DEXCOM INC   2022-12-07 2023-01-19
44. DEXCOM INC   2019-10-15 2023-01-19
37. META PLATFORMS INC   2014-01-31 2023-01-19
9. GOLDMAN SACHS GROUP INC   2022-12-06 2023-01-19
21. GOLDMAN SACHS GROUP INC     2023-01-19
4.99928 HOME DEPOT INC   2021-05-28 2023-01-19
41.00072 HOME DEPOT INC     2023-01-19
25. INTUITIVE SURGICAL INC     2023-01-19
19. INTUITIVE SURGICAL INC     2023-01-19
122. KKR & CO INC -A   2022-04-07 2023-01-19
49. L'OREAL - ADR     2023-01-19
172. LVMH MOET HENNESSY UNSP ADR - ADR     2023-01-19
45. ESTEE LAUDER COMPANIES INC     2023-01-19
10. ELI LILLY & CO COM   2022-12-06 2023-01-19
6. ELI LILLY & CO COM   2021-05-26 2023-01-19
83. ELI LILLY & CO COM   2021-05-26 2023-01-19
4. LULULEMON ATHLETICA INC   2022-10-28 2023-01-19
41. LULULEMON ATHLETICA INC     2023-01-19
7. MARRIOTT INTERNATIONAL INC CLASS A   2022-08-26 2023-01-19
68. MARRIOTT INTERNATIONAL INC CLASS A     2023-01-19
1. MASTERCARD INC   2022-12-13 2023-01-19
73. MASTERCARD INC   2014-01-31 2023-01-19
30. MCDONALDS CORP     2023-01-19
15. MERCADOLIBRE INC     2023-01-19
38. MICROSOFT CORP     2023-01-19
181. MICROSOFT CORP     2023-01-19
14. MOODYS CORP   2023-01-18 2023-01-19
48. NETFLIX.COM INC     2023-01-19
79. NIKE INC CL B     2023-01-19
13. NORTHROP GRUMMAN CORP   2022-10-03 2023-01-19
126. NOVO NORDISK A/S - ADR     2023-01-19
136. NVIDIA CORP     2023-01-19
119. NVIDIA CORP   2016-01-27 2023-01-19
14. O'REILLY AUTOMOTIVE INC   2022-04-05 2023-01-19
91. ROBLOX CORP     2023-01-19
38. S&P GLOBAL INC     2023-01-19
66. SALESFORCE INC     2023-01-19
338. SCHLUMBERGER LTD     2023-01-19
65. SNOWFLAKE INC     2023-01-19
14. TJX COMPANIES INC   2022-06-17 2023-01-19
145. TJX COMPANIES INC   2020-12-01 2023-01-19
80. T-MOBILE US INC     2023-01-19
180. TESLA INC   2014-01-31 2023-01-19
56. TRADE DESK INC/THE   2020-02-28 2023-01-19
93. TRADE DESK INC/THE   2020-02-28 2023-01-19
14. THERMO FISHER SCIENTIFIC INC     2023-01-19
510. UBER TECHNOLOGIES INC     2023-01-19
10. ULTA BEAUTY INC   2022-12-21 2023-01-19
16. UNITEDHEALTH GROUP INC     2023-01-19
26. UNITEDHEALTH GROUP INC   2021-05-18 2023-01-19
43. VERTEX PHARMACEUTICALS INC COM     2023-01-19
47. VISA INC-CLASS A SHRS     2023-01-19
105. VISA INC-CLASS A SHRS   2014-01-31 2023-01-19
4. HOME DEPOT INC   2021-05-27 2023-01-20
4. ELI LILLY & CO COM   2021-05-26 2023-01-20
18. AMAZON COM INC COM   2014-12-18 2023-01-24
6. MICROSOFT CORP   2015-10-26 2023-01-24
6. VISA INC-CLASS A SHRS   2014-01-31 2023-01-24
37. ALPHABET INC CL C   2012-02-02 2023-01-27
30. ALPHABET INC CL C   2012-02-02 2023-01-30
9. ESTEE LAUDER COMPANIES INC     2023-02-03
5. UNITEDHEALTH GROUP INC   2021-05-18 2023-02-03
9. ALPHABET INC CL C   2012-02-02 2023-02-08
7. APPLE INC   2008-10-09 2023-02-08
7. LVMH MOET HENNESSY UNSP ADR - ADR   2020-09-14 2023-02-08
6. ATLASSIAN CORP PLC   2020-03-25 2023-02-09
15. BLACKROCK INC   2022-12-12 2023-02-09
248. COGNIZANT TECH SOLUTIONS CRP COM     2023-02-09
507. FIDELITY NATL INFORMATION SVCS INC     2023-02-09
481. FIDELITY NATL INFORMATION SVCS INC     2023-02-09
355. INTERPUBLIC GROUP COS INC   2022-12-12 2023-02-09
76. JPMORGAN CHASE & CO   2022-12-12 2023-02-09
5. SALESFORCE INC   2014-11-25 2023-02-09
59. UNION PACIFIC CORP   2022-12-12 2023-02-09
84. WASTE MANAGEMENT INC   2022-12-12 2023-02-09
13. ESTEE LAUDER COMPANIES INC     2023-02-13
16. MARRIOTT INTERNATIONAL INC CLASS A   2022-08-26 2023-02-15
49. SCHLUMBERGER LTD   2022-03-18 2023-02-15
3. GOLDMAN SACHS GROUP INC   2021-01-12 2023-02-17
6. MCDONALDS CORP   2022-07-18 2023-02-17
5. NETFLIX.COM INC   2022-09-07 2023-02-23
9. AMAZON COM INC COM   2014-12-18 2023-02-24
2. MASTERCARD INC   2014-01-31 2023-02-24
13. TRADE DESK INC/THE   2020-02-28 2023-02-24
5067. SPDR S & P 500 ETF TRUST     2023-03-03
100000. SVB FINANCIAL GROUP 2.100% 5/15/28   2021-06-21 2023-03-13
3. ELI LILLY & CO COM   2021-05-26 2023-03-15
2. NORTHROP GRUMMAN CORP   2022-10-03 2023-03-15
9. NVIDIA CORP   2023-02-24 2023-03-15
11. GOLDMAN SACHS GROUP INC   2021-01-12 2023-03-17
245. WALT DISNEY CO   2023-03-03 2023-03-20
2163. MANULIFE FINANCIAL CORP   2023-03-03 2023-03-20
2. NVIDIA CORP   2023-02-24 2023-03-20
10. NVIDIA CORP   2016-01-27 2023-03-20
13. ALPHABET INC CL C   2012-02-02 2023-03-22
4. AMERICAN TOWER CORP     2023-03-22
8. APPLE INC   2008-10-09 2023-03-22
9. DEXCOM INC   2019-10-15 2023-03-22
9. NVIDIA CORP   2016-01-27 2023-03-22
4. DANAHER CORP   2020-04-22 2023-03-27
175000. US TREASURY NOTE 2.125% 11/30/24   2019-06-21 2023-03-28
18. ABBOTT LABS   2022-05-20 2023-03-30
7. ESTEE LAUDER COMPANIES INC     2023-03-31
13. ESTEE LAUDER COMPANIES INC   2017-07-25 2023-04-04
22. ABBOTT LABS   2022-05-20 2023-04-05
7. NETFLIX.COM INC     2023-04-10
4. INTUITIVE SURGICAL INC   2022-02-10 2023-04-26
28. TJX COMPANIES INC   2022-06-17 2023-04-26
5. VISA INC-CLASS A SHRS   2014-01-31 2023-04-26
31. ALPHABET INC CL C   2012-02-02 2023-04-27
9. NORTHROP GRUMMAN CORP   2022-10-03 2023-04-27
35. ADOBE SYS INC   2014-01-31 2023-05-02
678. ADYEN NV-UNSPON ADR     2023-05-02
72. AIRBNB INC     2023-05-02
418. AMAZON COM INC COM   2014-12-18 2023-05-02
27. AMERICAN EXPRESS CO     2023-05-02
20. AMERICAN TOWER CORP   2022-05-18 2023-05-02
36. AMERICAN TOWER CORP   2022-03-25 2023-05-02
144. ASTRAZENECA PLC ADR     2023-05-02
48. ATLASSIAN CORP PLC     2023-05-02
37. CADENCE DESIGN SYSTEMS INC     2023-05-02
38. COSTCO WHOLESALE CORP   2014-01-31 2023-05-02
46. CROWDSTRIKE HOLDINGS INC     2023-05-02
43. DANAHER CORP   2020-04-22 2023-05-02
68. DEXCOM INC   2019-10-15 2023-05-02
14. GOLDMAN SACHS GROUP INC   2021-01-12 2023-05-02
21. INTUITIVE SURGICAL INC   2022-12-14 2023-05-02
16. INTUITIVE SURGICAL INC   2022-02-10 2023-05-02
123. L'OREAL - ADR     2023-05-02
152. LVMH MOET HENNESSY UNSP ADR - ADR     2023-05-02
42. LULULEMON ATHLETICA INC     2023-05-02
7. MARRIOTT INTERNATIONAL INC CLASS A   2022-08-26 2023-05-02
45. MARRIOTT INTERNATIONAL INC CLASS A   2021-06-25 2023-05-02
66. MASTERCARD INC   2014-01-31 2023-05-02
22. MCDONALDS CORP     2023-05-02
13. MERCADOLIBRE INC   2022-03-04 2023-05-02
13. MOODYS CORP   2023-01-18 2023-05-02
33. NETFLIX.COM INC   2022-07-21 2023-05-02
28. NOVO NORDISK A/S - ADR     2023-05-02
100. NOVO NORDISK A/S - ADR   2022-03-08 2023-05-02
216. NVIDIA CORP   2016-01-27 2023-05-02
12. O'REILLY AUTOMOTIVE INC   2022-04-05 2023-05-02
83. ROBLOX CORP   2021-03-11 2023-05-02
16. S&P GLOBAL INC   2022-12-01 2023-05-02
19. S&P GLOBAL INC   2021-05-27 2023-05-02
57. SALESFORCE INC     2023-05-02
262. SCHLUMBERGER LTD     2023-05-02
10. SERVICENOW INC   2023-04-27 2023-05-02
36. SNOWFLAKE INC   2022-06-15 2023-05-02
24. SNOWFLAKE INC     2023-05-02
24. STARBUCKS CORP COM   2023-04-25 2023-05-02
118. TJX COMPANIES INC   2022-06-17 2023-05-02
74. T-MOBILE US INC     2023-05-02
21. TESLA INC     2023-05-02
167. TESLA INC   2014-01-31 2023-05-02
73. TRADE DESK INC/THE   2020-02-28 2023-05-02
181. UBER TECHNOLOGIES INC   2022-08-04 2023-05-02
288. UBER TECHNOLOGIES INC     2023-05-02
12. ULTA BEAUTY INC     2023-05-02
39. VERTEX PHARMACEUTICALS INC COM     2023-05-02
21. DEEMED REDEEMED ASML HOLDING NV ESCR     2023-05-02
10083. ISHARES CORE U.S. AGGREGATE ETF     2023-05-09
125000. US TREASURY NOTE 2.125% 11/30/24   2023-05-10 2023-06-08
850. CVS HEALTH CORPORATION     2023-06-14
603. CVS HEALTH CORPORATION   2003-09-26 2023-06-14
392. WALT DISNEY CO     2023-06-14
353. WALT DISNEY CO   2008-04-01 2023-06-14
976. HASBRO INC     2023-06-14
587. HASBRO INC     2023-06-14
125. LAS VEGAS SANDS CORP   2022-12-12 2023-06-14
1072. LAS VEGAS SANDS CORP     2023-06-14
737. SYSCO CORP     2023-06-14
630. SYSCO CORP   2020-04-01 2023-06-14
1184. VANGUARD MIDCAP VIPER   2020-12-08 2023-07-11
728. VANGUARD SMALL CAP VIPER   2021-07-16 2023-07-11
50000. IBM CORP 3.375% 8/01/23   2018-08-01 2023-08-01
100000. US TREASURY NOTE 2.000% 8/15/25   2019-06-25 2023-09-26
50000. US TREASURY NOTE 2.125% 5/31/26   2019-06-26 2023-09-27
1335. VANGUARD MIDCAP VIPER   2020-12-08 2023-10-16
50000. FED FARM CREDIT BK 2.330% 2/21/24   2018-05-07 2023-11-03
50000. ASPEN INSURANCE HLDG 4.650% 11/15/23   2018-05-24 2023-11-15
1350. ISHARES CMBS ETF   2022-01-11 2023-11-29
35000. ABBOTT LABORATORIES 3.400% 11/30/23   2018-05-16 2023-11-30
100000. FED HOME LN BK 3.250% 3/08/24   2018-05-07 2023-12-06
50000. FED FARM CREDIT BK 2.330% 2/21/24   2018-05-07 2023-12-06
1350. ISHARES CMBS ETF     2023-12-06
139. CELANESE CORP   2023-03-03 2023-12-14
943. INTERPUBLIC GROUP COS INC   2023-03-03 2023-12-14
1411. INTERPUBLIC GROUP COS INC     2023-12-14
165. ELI LILLY & CO COM     2023-12-14
560. RTX CORP     2023-12-14
204. EATON CORP PLC   2022-12-12 2023-12-14
2314.55 FHLMC POOL #G30846 4.000% 1/01/34   2023-12-06 2023-12-31
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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    
(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 4,237   463 3,774
b 5,400   6,387 -987
c 4,501   4,813 -312
d 39,736   49,364 -9,628
e 45,366   53,994 -8,628
147,000   171,754 -24,754
5,349   15,181 -9,832
2,694   4,631 -1,937
3,223   8,162 -4,939
434   441 -7
2,709   3,489 -780
4,794   5,164 -370
13,335   2,293 11,042
10,397   6,679 3,718
2,575   2,560 15
4,037   5,866 -1,829
3,643   5,153 -1,510
4,402   4,496 -94
43,550   28,160 15,390
3,174   3,018 156
41,913   6,621 35,292
14,566   17,115 -2,549
53,640   1,289 52,351
1,203   1,204 -1
5,662   5,666 -4
8,647   9,458 -811
3,928   4,420 -492
18,004   18,923 -919
2,236   2,236  
19,775   4,702 15,073
4,937   3,041 1,896
3,516   3,508 8
10,277   7,631 2,646
4,139   4,619 -480
4,669   1,683 2,986
5,017   2,283 2,734
3,142   3,273 -131
7,331   6,928 403
1,566   1,597 -31
12,842   13,078 -236
6,319   7,473 -1,154
4,802   6,508 -1,706
6,088   6,719 -631
4,008   4,082 -74
28,819   19,708 9,111
11,708   4,443 7,265
3,517   3,703 -186
2,110   1,206 904
29,151   16,689 12,462
1,237   1,276 -39
12,675   7,820 4,855
1,120   1,121 -1
10,880   11,026 -146
367   361 6
26,767   5,538 21,229
7,943   7,858 85
15,807   16,537 -730
8,811   9,472 -661
41,969   9,735 32,234
4,372   4,483 -111
15,364   14,318 1,046
9,796   5,161 4,635
5,801   6,322 -521
17,603   15,038 2,565
22,933   21,755 1,178
20,066   832 19,234
11,269   9,626 1,643
3,030   6,614 -3,584
13,701   14,503 -802
9,560   3,946 5,614
19,380   14,587 4,793
8,825   21,640 -12,815
1,116   792 324
11,560   9,342 2,218
11,586   12,037 -451
22,777   2,193 20,584
2,489   1,545 944
4,145   2,566 1,579
8,145   7,740 405
14,707   17,653 -2,946
4,899   4,520 379
7,746   7,625 121
12,588   10,680 1,908
13,134   12,474 660
10,330   10,040 290
23,078   5,733 17,345
1,238   1,276 -38
1,387   804 583
1,737   265 1,472
1,455   322 1,133
1,355   328 1,027
3,712   537 3,175
2,945   436 2,509
2,414   888 1,526
2,371   2,054 317
894   131 763
1,069   23 1,046
1,203   701 502
1,059   862 197
10,846   10,593 253
16,563   18,213 -1,650
37,610   40,097 -2,487
35,682   60,014 -24,332
13,068   11,604 1,464
10,736   10,161 575
874   296 578
12,024   12,599 -575
12,765   13,963 -1,198
3,319   1,283 2,036
2,880   2,561 319
2,728   1,939 789
1,108   909 199
1,605   1,527 78
1,597   1,102 495
834   133 701
702   152 550
708   359 349
2,044,887   1,668,877 376,010
46,500   101,296 -54,796
975   603 372
891   973 -82
2,103   2,071 32
3,361   3,332 29
22,963   24,714 -1,751
38,484   43,786 -5,302
507   460 47
2,535   70 2,465
1,375   189 1,186
782   965 -183
1,282   26 1,256
1,061   344 717
2,424   63 2,361
997   631 366
169,135   177,481 -8,346
1,776   2,011 -235
1,725   691 1,034
3,207   1,283 1,924
2,268   2,457 -189
2,351   1,528 823
1,186   1,175 11
2,169   1,584 585
1,149   273 876
3,340   450 2,890
4,008   4,377 -369
12,989   2,058 10,931
10,633   6,110 4,523
8,688   9,811 -1,123
43,240   6,164 37,076
4,121   4,293 -172
3,919   4,630 -711
7,055   8,552 -1,497
10,563   10,170 393
7,116   6,520 596
7,739   6,833 906
18,734   4,254 14,480
5,378   2,612 2,766
10,457   6,784 3,673
7,967   2,602 5,365
4,655   4,241 414
6,306   5,946 360
4,805   4,701 104
11,674   10,239 1,435
29,183   15,101 14,082
15,955   5,021 10,934
1,243   1,121 122
7,992   6,305 1,687
24,714   5,007 19,707
6,551   5,443 1,108
16,338   13,854 2,484
3,973   4,163 -190
10,515   7,176 3,339
4,684   3,420 1,264
16,727   10,188 6,539
61,174   1,511 59,663
11,103   8,251 2,852
2,864   5,909 -3,045
5,685   5,777 -92
6,750   7,234 -484
11,041   3,366 7,675
12,085   10,231 1,854
4,448   4,458 -10
5,255   4,242 1,013
3,503   6,843 -3,340
2,735   2,646 89
9,158   6,674 2,484
10,379   10,301 78
3,364   3,799 -435
26,752   2,035 24,717
4,567   2,014 2,553
6,551   5,662 889
10,424   7,922 2,502
6,329   5,799 530
13,533   11,028 2,505
13,335   13,591 -256
999,111   1,112,297 -113,186
120,190   121,104 -914
57,095   75,670 -18,575
40,504   9,461 31,043
36,327   37,388 -1,061
32,713   11,269 21,444
60,726   55,689 5,037
36,523   56,084 -19,561
7,467   6,003 1,464
64,035   57,331 6,704
53,689   58,134 -4,445
45,894   25,885 20,009
263,414   242,814 20,600
146,485   158,910 -12,425
50,000   50,048 -48
94,391   101,117 -6,726
46,490   50,693 -4,203
279,488   273,781 5,707
49,533   48,343 1,190
50,000   51,182 -1,182
61,604   70,700 -9,096
35,000   34,472 528
99,419   101,623 -2,204
49,656   48,343 1,313
61,852   69,572 -7,720
20,966   17,397 3,569
30,589   33,679 -3,090
45,770   30,810 14,960
94,328   53,336 40,992
45,767   55,355 -9,588
48,438   32,502 15,936
2,315   2,248 67
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      27
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      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
      27
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      27
      27
      27
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       3,774
b       -987
c       -312
d       -9,628
e       -8,628
      -24,754
      -9,832
      -1,937
      -4,939
      -7
      -780
      -370
      11,042
      3,718
      15
      -1,829
      -1,510
      -94
      15,390
      156
      35,292
      -2,549
      52,351
      -1
      -4
      -811
      -492
      -919
       
      15,073
      1,896
      8
      2,646
      -480
      2,986
      2,734
      -131
      403
      -31
      -236
      -1,154
      -1,706
      -631
      -74
      9,111
      7,265
      -186
      904
      12,462
      -39
      4,855
      -1
      -146
      6
      21,229
      85
      -730
      -661
      32,234
      -111
      1,046
      4,635
      -521
      2,565
      1,178
      19,234
      1,643
      -3,584
      -802
      5,614
      4,793
      -12,815
      324
      2,218
      -451
      20,584
      944
      1,579
      405
      -2,946
      379
      121
      1,908
      660
      290
      17,345
      -38
      583
      1,472
      1,133
      1,027
      3,175
      2,509
      1,526
      317
      763
      1,046
      502
      197
      253
      -1,650
      -2,487
      -24,332
      1,464
      575
      578
      -575
      -1,198
      2,036
      319
      789
      199
      78
      495
      701
      550
      349
      376,010
      -54,796
      372
      -82
      32
      29
      -1,751
      -5,302
      47
      2,465
      1,186
      -183
      1,256
      717
      2,361
      366
      -8,346
      -235
      1,034
      1,924
      -189
      823
      11
      585
      876
      2,890
      -369
      10,931
      4,523
      -1,123
      37,076
      -172
      -711
      -1,497
      393
      596
      906
      14,480
      2,766
      3,673
      5,365
      414
      360
      104
      1,435
      14,082
      10,934
      122
      1,687
      19,707
      1,108
      2,484
      -190
      3,339
      1,264
      6,539
      59,663
      2,852
      -3,045
      -92
      -484
      7,675
      1,854
      -10
      1,013
      -3,340
      89
      2,484
      78
      -435
      24,717
      2,553
      889
      2,502
      530
      2,505
      -256
      -113,186
      -914
      -18,575
      31,043
      -1,061
      21,444
      5,037
      -19,561
      1,464
      6,704
      -4,445
      20,009
      20,600
      -12,425
      -48
      -6,726
      -4,203
      5,707
      1,190
      -1,182
      -9,096
      528
      -2,204
      1,313
      -7,720
      3,569
      -3,090
      14,960
      40,992
      -9,588
      15,936
      67
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 757,202
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 17,212
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 17,212
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 17,212
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 21,771
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 21,771
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 4,559
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow4,559 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 arrowCA
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 arrowWELLS FARGO BANK NA Telephone no.right arrow (800) 352-3705

Located atright arrow100 N MAIN ST FL 5D4001-052WINSTON SALEMNC 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
NATALIE O'CONNOR DIRECTOR
14 		68,365    
100 N Main St FL 5D4001-052
WINSTON SALEM,NC27101
CATHERINE GRIER OLSON DIRECTOR
14 		63,600    
100 N MAIN ST FL 5D4001-052
WINSTON SALEM,NC27101
PATRICK HADEN BOARD ADVISOR
4 		0    
100 N MAIN ST FL 5D4001-052
WINSTON SALEM,NC27101
WELLS FARGO BANK N A TRUSTEE
1 		168,659    
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
27,567,558
b
Average of monthly cash balances.......................
1b
1,041,969
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
28,609,527
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
28,609,527
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
429,143
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
28,180,384
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,409,019
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
1,409,019
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
17,212
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
17,212
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,391,807
4
Recoveries of amounts treated as qualifying distributions................
4
262,900
5
Add lines 3 and 4............................
5
1,654,707
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
1,654,707
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
1,569,951
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
1,569,951
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 1,654,707
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,280,700
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$ 1,569,951
a Applied to 2022, but not more than line 2a 1,280,700
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..... 289,251
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 .......... 		1,365,456
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 e-mail address of the person to whom applications should be addressed:
CATHERINE OLSON
600 MAGNOLIA DRIVE
SAN GABRIEL,CA91775
(626) 943-9596
bThe form in which applications should be submitted and information and materials they should include:
PLEASE PROVIDE A SIGNED AND DATED APPLICATION THAT INCULDES THE FOLLOWING INFORMATION: SCHOOL DEMOGRAPHIC, STUDENT DEMOGRAPHIC, TUTION ASSISTANCE PROGRAM, FINANCIALS
cAny submission deadlines:
OCTOBER 1ST
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS TO CA SCHOOLS FOR SCHOLARSHIPS TO INDEPENDENT SCHOOLS ONLY IN CA
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

ST FRANCIS HIGH SCHOOL OF LA CANADA

200 FOOTHILL BLVD
LA CANADA FLINTRIDGE,CA91011 		NONE PC SCHOLARSHIPS 60,000

SACRED HEART HIGH SCHOOL WATERBURY

142 S ELM ST
WATERBURY,CT067061116 		NONE PC GENERAL OPERATING 60,000

ST MARYS HIGH SCHOOL

142 LAVERACK AVE
LANCASTER,NY140861849 		NONE PC SCHOLARSHIPS 30,000

BISHOP ALEMANY HIGH SCHOOL

11111 N ALEMANY DR
MISSION HILLS,CA91345 		NONE PC SCHOLARSHIPS 45,000

VERBUM DEI JESUIT HIGH SCHOOL

11100 S CENTRAL AVE
LOS ANGELES,CA900591120 		NONE PC GENERAL OPERATING 75,000

BISHOP AMAT MEMORIAL HIGH SCHOOL

14301 FAIRGROVE AVE
LA PUENTE,CA91746 		NONE PC SCHOLARSHIPS 30,000

CHAMINADE COLLEGE PREPARATORY

425 S LINDBERGH BLVD
SAINT LOUIS,MO631312729 		NONE PC GENERAL OPERATING 30,000

NOTRE DAME ACADEMY SCHOOLS FDN

2851 OVERLAND AVE
LOS ANGELES,CA900644298 		NONE PC SCHOLARSHIPS 80,000

MOUNT SAINT MARYS UNIVERSITY

16300 OLD EMMITSBURG RD
EMMITSBURG,MD217277700 		NONE PC GENERAL OPERATING 30,000

CATHEDRAL HIGH SCHOOL

1253 BISHOPS RD
LOS ANGELES,CA90012 		NONE PC SCHOLARSHIPS 60,000

SANTA CLARA COLELGE

500 EL CAMINO REAL
SANTA CLARA,CA950531000 		NONE PC SCHOLARSHIPS 30,000

IMMACULATE CONCEPTION ACADEMY

3625 24TH ST
SAN FRANCISCO,CA94110 		NONE PC GENERAL OPERATING 30,000

FLINTRIDGE SACRED HEART ACADEMY

440 SAINT KATHERINE DR
LA CANADA,CA910114113 		NONE PC GENERAL OPERATING 45,000

IMMACULATE HEART HIGH SCHOOL

5515 FRANKLIN AVE
HOLLYWOOD,CA900285901 		NONE PC GENERAL OPERATING 30,000

LOYOLA MARYMOUNT UNIVERSITY

1 LMU DR STE 1880
LOS ANGELES,CA900452678 		NONE PC GENERAL OPERATING 110,000

JUNIPERO SERRA HIGH SCHOOL A CORP

14830 VAN NESS AVE
GARDENA,CA902493718 		NONE PC GENERAL OPERATING 60,000

POMONA CATHOLIC HIGH SCHOOL

533 W HOLT AVE
POMONA,CA917683606 		NONE PC SCHOLARSHIPS 45,000

MAYFIELD SENIOR SCHOOL OF THE HOLY CHILD

500 BELLEFONTAINE ST
PASADENA,CA91105 		NONE PC SCHOLARSHIPS 80,000

ST ANTHONY HIGH SCHOOL

620 OLIVE AVE
LONG BEACH,CA908021546 		NONE PC SCHOLARSHIPS 45,000

DON BOSCO TECHNICAL INSTITUTE

1151 SAN GABRIEL BLVD
ROSEMEAD,CA917700000 		NONE PC GENERAL OPERATING 45,000

BISHOP MONTGOMERY HIGH SCHOOL

5430 TORRANCE BLVD
TORRANCE,CA905034006 		NONE PC GENERAL OPERATING 45,000

SAN GABRIEL MISSION HIGH SCHOOL

254 S SANTA ANITA ST
SAN GABRIEL,CA917761140 		NONE PC SCHOLARSHIPS 45,000

DAMIEN HIGH SCHOOLS A CORP

2280 DAMIEN AVE
LA VERNE,CA917505210 		NONE PC GENERAL OPERATING 30,000

ST MARYS ACADEMY

701 GRACE AVE
INGLEWOOD,CA903011359 		NONE PC SCHOLARSHIPS 60,000

MARIANNE FROSTIG CENTER OF EDUCATION

971 N ALTADENA DR
PASADENA,CA911071870 		NONE PC SCHOLARSHIPS 30,000

MARANATHA HIGH SCHOOL

169 S SAINT JOHN AVE
PASADENA,CA911051853 		NONE PC SCHOLARSHIPS 30,000

HILLSIDE SCHOOL AND LEARNING CENTER

4331 OAK GROVE DR
LA CANADA,CA910113707 		NONE PC GENERAL OPERATING 30,000

MOUNT ALVERNO HIGH SCHOOL

200 N MICHILLINDA AVE
SIERRA MADRE,CA910241616 		NONE PC SCHOLARSHIPS 20,000

HOLY FAMILY HIGH SCHOOL

5195 W 144TH AVE
BROOMFIELD,CO80023 		NONE PC SCHOLARSHIPS 10,000

ROMANA CONVENT SECONDARY SCHOOLS

1701 W RAMONA RD
ALHAMBRA,CA91803 		NONE PC GENERAL OPERATING 40,000

SERVITE HIGH SCHOOL

1952 W LA PALMA AVE
ANAHEIM,CA92801 		NONE PC SCHOLARSHIPS 30,000
Total .................................right arrow 3a 1,390,000
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 ....     14 675,173  
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 ............ 		    18 757,202  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aROYALTY INCOME 		    1 2,920  
bOTHER INCOME     1 13  
cFROM PARTNERSHP/S-     1 -36,233  
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,399,075  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,399,075
(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:
MAYR GEORGE H - MAIN
EIN:
95-6062009
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,346     1,346

TY 2023 InvestmentsCorpBondsSchedule
Name:
MAYR GEORGE H - MAIN
EIN:
95-6062009
Name of Bond End of Year Book Value End of Year Fair Market Value
907818FJ2 UNION PACIFIC CORP 100,038 93,317
002824BE9 ABBOTT LABORATORIES    
92826CAP7 VISA INC 99,691 88,443
912828YU8 US TREASURY NOTE 197,422 186,922
29444UBL9 EQUINIX INC 50,358 43,860
9128287B0 US TREASURY NOTE 150,439 142,248
020002BJ9 ALLSTATE CORP 49,712 40,390
3133ECG73 FED FARM CREDIT BK    
963320AR7 WHIRLPOOL CORP 4.000 50,485 49,843
912828YQ7 US TREASURY NOTE 99,418 93,621
26441CAS4 DUKE ENERGY CORP 109,343 94,889
606822AR5 MITSUBISHI UFJ FIN 110,109 95,374
20030NCA7 COMCAST CORP 110,476 95,317
064159QE9 BANK OF NOVA SCOTIA 51,011 47,381
912828V98 US TREASURY NOTE 156,926 142,395
49326EEK5 KEYCORP 106,737 90,036
912828K74 US TREASURY NOTE 2.0    
40414LAQ2 HCP INC 51,018 48,072
126117AS9 CNA FINANCIAL CORP 3 50,051 49,634
04530DAD4 ASPEN INSURANCE HLDG    
9128283J7 US TREASURY NOTE    
49446RAP4 KIMCO REALTY CORP 101,054 94,346
3130A0XE5 FED HOME LN BK    
828807CR6 SIMON PROPERTY GROUP 49,757 49,915
86562MAK6 SUMITOMO MITSUI FINL 110,702 95,229
171239AG1 CHUBB INA HOLDINGS 49,618 41,133
9128282A7 US TREASURY NOTE 149,367 140,391
579780AN7 MCCORMICK & CO 104,531 95,457
9128286X3 US TREASURY NOTE 152,080 143,210
14040HCE3 CAPITAL ONE FINANCIA 111,784 95,347
744573AP1 PUBLIC SERVICE ENTER 100,010 93,456
89153VAG4 TOTAL CAPITAL INTL 3 50,559 49,960
912828B66 US TREASURY NOTE 2.7    
855244AK5 STARBUCKS CORP 50,176 47,581
571903AS2 MARRIOTT INTERNATION 51,569 48,043
031162CT5 AMGEN INC 106,690 92,983
337738AT5 FISERV INC 51,820 48,130
05531FBB8 BB&T CORPORATION 51,663 48,938
459200HP9 IBM CORP 3.375% 8/01    
693475AX3 PNC FINANCIAL SERVIC 50,783 47,346
172967KY6 CITIGROUP INC 53,975 47,677
78486QAH4 SVB FINANCIAL GROUP    
37045XDH6 GENERAL MOTORS FINL 51,005 44,859
7591EPAT7 REGIONS FINANCIAL CO 48,687 42,831
02005NBP4 ALLY FINANCIAL INC    
94106LBQ1 WASTE MANAGEMENT INC 101,463 89,002
91913YBB5 VALERO ENERGY CORP 50,940 45,578
548661DX2 LOWE'S COS INC 97,434 87,850
92343VGH1 VERIZON COMMUNICATIO 75,575 67,845
87165BAM5 SYNCHRONY FINANCIAL    
66989HAQ1 NOVARTIS CAPITAL COR 103,202 93,668
125523AZ3 CIGNA CORP 107,750 94,834
91282CDL2 US TREASURY NOTE 147,885 134,139
9128284V9 US TREASURY NOTE 190,492 191,398
9128285M8 US TREASURY NOTE 144,990 144,903
91282CFZ9 US TREASURY NOTE 202,250 199,578
91282CFL0 US TREASURY NOTE 203,281 199,594
9128286T2 US TREASURY NOTE 2.3 249,738 231,720
91282CEV9 US TREASURY NOTE 3.2 47,313 48,393
91282CFT3 US TREASURY NOTE 152,777 150,698
00206RML3 AT&T INC 92,189 93,558
02665WDW8 AMERICAN HONDA FINAN 44,025 45,285
037833EV8 APPLE INC 119,603 121,864
046353AL2 ASTRAZENECA PLC 131,007 132,035
06051GKE8 VR BANK OF AMERICA 93,826 96,135
24422EXE4 JOHN DEERE CAPITAL 49,153 52,613
3134A4KX1 FED HOME LN MTG CORP 119,219 115,937
46647PCZ7 VR JPMORGAN CHASE & 98,185 98,373
912810FP8 US TREASURY BOND 5.3 226,844 219,164
91282CCS8 US TREASURY NOTE 273,243 268,925
91282CFY2 US TREASURY NOTE 151,945 149,714
91282CGM7 US TREASURY NOTE 218,926 213,341
91282CHT1 US TREASURY NOTE 151,231 159,800
961214EW9 WESTPAC BANKING CORP 43,679 44,299

TY 2023 InvestmentsCorpStockSchedule
Name:
MAYR GEORGE H - MAIN
EIN:
95-6062009
Name of Stock End of Year Book Value End of Year Fair Market Value
172967424 CITIGROUP INC. 142,400 157,766
58933Y105 MERCK & CO INC NEW 153,384 194,492
02079K107 ALPHABET INC CL C 229,967 564,707
192446102 COGNIZANT TECH SOLUT 77,386 104,534
907818108 UNION PACIFIC CORP 77,797 135,582
911312106 UNITED PARCEL SERVIC 134,012 139,463
502441306 LVMH MOET HENNESSY U    
G29183103 EATON CORP PLC 143,611 235,040
126650100 CVS HEALTH CORPORATI    
H84989104 TE CONNECTIVITY LTD 94,421 114,086
30303M102 META PLATFORMS INC 148,672 290,955
17275R102 CISCO SYSTEMS INC 100,399 142,770
91324P102 UNITEDHEALTH GROUP I 161,859 271,659
460690100 INTERPUBLIC GROUP CO    
437076102 HOME DEPOT INC 141,965 153,175
550021109 LULULEMON ATHLETICA    
150870103 CELANESE CORP 122,885 207,574
254687106 WALT DISNEY CO    
78409V104 S&P GLOBAL INC    
517834107 LAS VEGAS SANDS CORP    
56501R106 MANULIFE FINANCIAL C 117,849 162,612
883556102 THERMO FISHER SCIENT 87,328 125,266
67066G104 NVIDIA CORP    
79466L302 SALESFORCE INC    
31620M106 FIDELITY NATL INFORM    
235851102 DANAHER CORP    
25243Q205 DIAGEO PLC - ADR 124,088 109,828
H2906T109 GARMIN LTD 99,747 132,396
532457108 ELI LILLY & CO COM 71,591 236,083
88339J105 TRADE DESK INC/THE    
654106103 NIKE INC CL B 74,898 94,022
833445109 SNOWFLAKE INC    
89151E109 TOTALENERGIES SE -SP 216,564 246,072
00783V104 ADYEN NV-UNSPON ADR    
46625H100 JPMORGAN CHASE & CO 128,603 261,954
512807108 LAM RESEARCH CORP CO 99,419 210,697
872540109 TJX COMPANIES INC    
09260D107 BLACKSTONE INC 123,219 215,232
037833100 APPLE INC 318,789 773,008
94106L109 WASTE MANAGEMENT INC 111,035 137,191
023135106 AMAZON COM INC COM    
75513E101 RTX CORP 146,608 143,206
09857L108 BOOKING HOLDINGS INC 149,008 227,022
92826C839 VISA INC-CLASS A SHR 142,793 209,061
904767704 UNILEVER PLC - ADR 79,590 76,308
518439104 ESTEE LAUDER COMPANI    
097023105 BOEING CO 141,110 224,950
009066101 AIRBNB INC    
46120E602 INTUITIVE SURGICAL I    
22788C105 CROWDSTRIKE HOLDINGS    
88160R101 TESLA INC    
609207105 MONDELEZ INTERNATION 90,643 119,147
87612E106 TARGET CORP 62,783 82,319
90353T100 UBER TECHNOLOGIES IN    
00287Y109 ABBVIE INC 137,543 152,955
252131107 DEXCOM INC    
871829107 SYSCO CORP    
22160K105 COSTCO WHOLESALE COR    
285512109 ELECTRONIC ARTS INC 98,426 125,728
867224107 SUNCOR ENERGY INC NE 201,185 218,128
09247X101 BLACKROCK INC 93,832 150,183
11135F101 BROADCOM INC 138,782 339,340
64110L106 NETFLIX INC    
57636Q104 MASTERCARD INC    
891160509 TORONTO DOMINION BK 146,666 151,534
594918104 MICROSOFT CORP 339,706 837,065
00724F101 ADOBE INC 105,814 131,252
38141G104 GOLDMAN SACHS GROUP    
418056107 HASBRO INC    
443573100 HUBSPOT INC    
571903202 MARRIOTT INTERNATION    
771049103 ROBLOX CORP    
48251W104 KKR & CO INC -A    
98980F104 ZOOMINFO TECHNOLOGIE    
666807102 NORTHROP GRUMMAN COR    
58733R102 MERCADOLIBRE INC    
67103H107 O'REILLY AUTOMOTIVE    
580135101 MCDONALDS CORP 148,442 152,110
872590104 T-MOBILE US INC    
90384S303 ULTA BEAUTY INC    
7591EP100 REGIONS FINL CORP NE 126,349 118,896
806857108 SCHLUMBERGER LTD    
670100205 NOVO NORDISK A/S - A    
049468101 ATLASSIAN CORP PLC    
92532F100 VERTEX PHARMACEUTICA    
002824100 ABBOTT LABS    
007903107 ADVANCED MICRO DEVIC 97,631 172,912
855244109 STARBUCKS CORP COM 131,427 126,061

TY 2023 InvestmentsOtherSchedule2
Name:
MAYR GEORGE H - MAIN
EIN:
95-6062009
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MIX090390 CA LOS L00 TR6380 1. AT COST 1 13,139
922908629 VANGUARD MIDCAP VIPE AT COST 2,431,641 3,607,316
922908751 VANGUARD SMALL CAP V AT COST 1,324,957 1,870,904
922042858 VANGUARD FTSE EMERGI AT COST 1,472,860 1,391,687
921943858 VANGUARD FTSE DEVELO AT COST 471,779 579,159
464287226 ISHARES CORE U.S. AG AT COST 2,279,053 2,076,012
03027X100 AMERICAN TOWER CORP      
46429B366 ISHARES CMBS ETF      
922031760 VANGUARD HIGH YIELD AT COST 926,717 903,959
46138B103 INVESCO DB COMMODITY AT COST 506,945 507,405
78462F103 SPDR S & P 500 ETF T AT COST 2,266,666 2,631,791
3132J4EU9 FHLMC POOL #G30846 AT COST 159,074 160,681

TY 2023 OtherDecreasesSchedule
Name:
MAYR GEORGE H - MAIN
EIN:
95-6062009
Description Amount
CY PENDING SALES 67
CY PURCHASE OF ACCRUED INTEREST 1,412
PY RETURN OF CAPITAL ADJUSTMENT 971


TY 2023 OtherExpensesSchedule
Name:
MAYR GEORGE H - MAIN
EIN:
95-6062009
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANT ADVISORY BOARD REIMBURSE 4,475 0   4,475
INVESTMENT EXPENSES - ADR FEES 160 160   0
INVESTMENT EXPENSES - INTEREST 50 50   0
ROYALTY EXPENSES 502 502   0
FROM PARTNERSHIP/S-CORP 4,445 4,445   0


TY 2023 OtherIncomeSchedule2
Name:
MAYR GEORGE H - MAIN
EIN:
95-6062009
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY INCOME 2,920 2,920  
OTHER INCOME 13 13  
FROM PARTNERSHIP/S-CORP -36,233 -36,233  


TY 2023 OtherIncreasesSchedule
Name:
MAYR GEORGE H - MAIN
EIN:
95-6062009
Description Amount
MUTUAL FUND TIMING ADJ 2,373
PY PURCHASE OF ACCRUED INTEREST 5,412
RECOVERY OF GRANTS PAID 262,900
COST BASIS ADJ 363


TY 2023 OtherProfessionalFeesSchedule
Name:
MAYR GEORGE H - MAIN
EIN:
95-6062009
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 15,256 15,256    


TY 2023 TaxesSchedule
Name:
MAYR GEORGE H - MAIN
EIN:
95-6062009
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 7,281 7,281   0
FEDERAL TAX PAYMENT - PRIOR YE 4,287 0   0
FEDERAL ESTIMATES - PRINCIPAL 21,771 0   0
FOREIGN TAXES ON NONQUALIFIED 4,018 4,018   0