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
BANKS CHARITABLE FDN-NUVEEN
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 23559
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST PETERSBURG, FL33742
A Employer identification number

20-3945115
B Telephone number (see instructions)

(727) 567-2300
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,215,086J 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... 32,564 32,460  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 46,538
b Gross sales price for all assets on line 6a 371,436
7 Capital gain net income (from Part IV, line 2)... 46,538
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 79,102 78,998  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 7,624 3,050   4,575
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
1,000 0 0 1,000
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,209 1,123   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
14,948 14,948    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,781 19,121 0 5,575
25 Contributions, gifts, grants paid....... 49,600 49,600
26 Total expenses and disbursements. Add lines 24 and 25 75,381 19,121 0 55,175
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,721
b Net investment income (if negative, enter -0-) 59,877
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.............      
2 Savings and temporary cash investments......... 54,376 66,578 66,578
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)....... 1,018,102 Click to see attachment
List of Attached Documents:
// Content
1,010,123 		1,148,508
c Investments—corporate bonds (attach schedule).......      
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)..........     0
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) 1,072,478 1,076,701 1,215,086
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,072,478 1,076,701
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,072,478 1,076,701
30 Total liabilities and net assets/fund balances (see instructions). 1,072,478 1,076,701
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,072,478
2
Enter amount from Part I, line 27a .....................
2
3,721
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
502
4
Add lines 1, 2, and 3 ..........................
4
1,076,701
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,076,701
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 14. AT & T INC   2022-11-07 2023-01-03
b 3. ACTIVISION BLIZZARD INC   2022-08-01 2023-01-03
c 4. AMERICAN INTL GROUP INC   2015-02-18 2023-01-03
d 1. AMERISOURCEBERGEN CORP   2022-02-09 2023-01-03
e 5. ASTRAZENECA PLC   2021-06-16 2023-01-03
3. BAXTER INTL INC   2022-10-06 2023-01-03
5. BRITISH AMERN TOB PLC   2022-12-12 2023-01-03
1. CATERPILLAR INS   2021-07-02 2023-01-03
7. CISCO SYSTEMS INC   2019-09-05 2023-01-03
14. CITIGROUP INC   2015-06-12 2023-01-03
4. COGNIZANT TECH SOLUTIONS CRP COM   2019-02-06 2023-01-03
15. COMCAST CORP CLASS A   2022-08-01 2023-01-03
1. CONSTELLATION BRANDS INC   2019-02-01 2023-01-03
3. EDISON INTL   2022-09-01 2023-01-03
5. FIDELITY NATL FINL INC NEW   2021-08-10 2023-01-03
12. FOX CORP   2019-11-20 2023-01-03
1. GALLAGHER ARTHUR J & CO   2020-06-17 2023-01-03
5. GENERAL MTRS CO   2022-04-05 2023-01-03
4. JPMORGAN CHASE & CO   2022-02-08 2023-01-03
28. KONINKLIJKE PHILIPS N V   2018-11-05 2023-01-03
9. KRAFT HEINZ CO   2022-12-12 2023-01-03
1. L3HARRIS TECHNOLOGIES INC   2022-09-01 2023-01-03
1. LABORATORY CORP AMER HLDGS   2022-02-08 2023-01-03
12. MICRON TECHNOLOGY INC   2022-08-01 2023-01-03
25. NEWELL BRANDS INC   2022-02-08 2023-01-03
3. PPG INDS INC   2022-02-22 2023-01-03
12. PRUDENTIAL PLC   2022-09-01 2023-01-03
6. PUBLIC SVC ENTERPRISE GROUP INC   2022-08-01 2023-01-03
2. RALPH LAUREN CORP   2022-12-08 2023-01-03
3. ROSS STORES INC   2021-06-16 2023-01-03
12. SS&C TECHNOLOGIES HLDGS INC   2021-05-28 2023-01-03
8. SANOFI-SYNTHELABO   2022-05-19 2023-01-03
5. SANOFI-SYNTHELABO   2021-06-16 2023-01-03
3. SEALED AIR CORP NEW   2022-02-08 2023-01-03
1. SEMPRA ENERGY   2022-02-08 2023-01-03
15. UNILEVER PLC   2019-04-18 2023-01-03
1. UNION PACIFIC CORP   2020-04-16 2023-01-03
17. VANGUARD INDEX FDS   2022-02-08 2023-01-03
12. VERIZON COMMUNICATIONS INC   2022-02-22 2023-01-03
2. WAL MART STORES INC   2022-08-01 2023-01-03
24. WELLS FARGO & CO NEW   2016-02-12 2023-01-03
6. MEDTRONIC PLC   2022-04-05 2023-01-03
1. WILLIS TOWERS WATSON PLC   2021-10-22 2023-01-03
11. AT & T INC   2022-11-07 2023-01-06
4. ACTIVISION BLIZZARD INC   2022-08-01 2023-01-06
4. ALLSTATE CORP   2020-04-16 2023-01-06
11. ALTRIA GROUP INC   2022-07-13 2023-01-06
5. AMERICAN ELEC PWR CO INC   2021-04-14 2023-01-06
25. AMERICAN INTL GROUP INC   2015-02-18 2023-01-06
4. AMERISOURCEBERGEN CORP   2022-02-09 2023-01-06
2. ANTHEM INC   2015-01-22 2023-01-06
15. APOLLO GLOBAL MGMT INC NEW   2021-07-07 2023-01-06
9. ASTRAZENECA PLC   2021-06-16 2023-01-06
68. BP P L C   2018-06-11 2023-01-06
5. BRITISH AMERN TOB PLC   2022-12-12 2023-01-06
3. CIGNA GROUP   2021-10-21 2023-01-06
4. CAPITAL ONE FINL CORP   2021-08-09 2023-01-06
13. CARDINAL HEALTH INC   2022-09-01 2023-01-06
2. CATERPILLAR INS   2021-07-02 2023-01-06
24. CISCO SYSTEMS INC   2019-09-05 2023-01-06
23. CITIGROUP INC   2015-06-12 2023-01-06
9. CITIZENS FINL GROUP INC   2022-12-08 2023-01-06
22. COGNIZANT TECH SOLUTIONS CRP COM   2019-02-06 2023-01-06
23. COMCAST CORP CLASS A   2022-08-01 2023-01-06
11. CONOCOPHILLIPS   2021-05-28 2023-01-06
3. CONSTELLATION BRANDS INC   2019-02-01 2023-01-06
7. CORTEVA INC   2020-06-19 2023-01-06
3. DOLLAR GEN CORP NEW   2021-04-14 2023-01-06
5. EDISON INTL   2022-09-01 2023-01-06
19. EQUITABLE HLDGS INC   2019-11-19 2023-01-06
11. EXELON CORP   2022-12-08 2023-01-06
12. FIDELITY NATL INFORMATION SVCS INC   2021-04-14 2023-01-06
16. FIDELITY NATL FINL INC NEW   2021-08-09 2023-01-06
2. FIRST CTZNS BANCSHARES INC N C   2022-08-01 2023-01-06
19. FOX CORP   2019-11-20 2023-01-06
3. GALLAGHER ARTHUR J & CO   2020-06-17 2023-01-06
2. GENERAL ELEC CO   2019-11-18 2023-01-06
28. GENERAL MTRS CO   2022-04-05 2023-01-06
6. HESS CORP   2022-02-08 2023-01-06
2. HUMANA INC   2022-02-08 2023-01-06
7. JPMORGAN CHASE & CO   2022-02-08 2023-01-06
28. KRAFT HEINZ CO   2022-12-12 2023-01-06
4. L3HARRIS TECHNOLOGIES INC   2022-09-01 2023-01-06
5. LABORATORY CORP AMER HLDGS   2022-02-08 2023-01-06
3. LEAR CORP   2022-05-03 2023-01-06
9. LEIDOS HLDGS INC   2022-11-07 2023-01-06
2. ELI LILLY & CO COM   2022-10-06 2023-01-06
3. MICROSOFT CORP   2022-02-22 2023-01-06
6. MICRON TECHNOLOGY INC   2022-08-01 2023-01-06
6. MONDELEZ INTERNATIONAL INC CLASS A   2022-02-08 2023-01-06
9. NEWELL BRANDS INC   2022-02-08 2023-01-06
4. NOVO NORDISK A/S ADR   2022-04-05 2023-01-06
5. PPG INDS INC   2022-02-22 2023-01-06
5. PRUDENTIAL PLC   2022-09-01 2023-01-06
9. PUBLIC SVC ENTERPRISE GROUP INC   2022-08-01 2023-01-06
1. RALPH LAUREN CORP   2022-12-08 2023-01-06
9. RTX CORP   2021-01-19 2023-01-06
9. ROSS STORES INC   2021-06-16 2023-01-06
15. SHELL PLC   2022-05-19 2023-01-06
12. SS&C TECHNOLOGIES HLDGS INC   2021-05-28 2023-01-06
17. SANOFI-SYNTHELABO   2022-05-19 2023-01-06
9. SCHWAB CHARLES CORP NEW   2020-06-17 2023-01-06
14. SEALED AIR CORP NEW   2022-02-08 2023-01-06
4. SEMPRA ENERGY   2022-02-08 2023-01-06
22. UNILEVER PLC   2019-04-17 2023-01-06
2. UNION PACIFIC CORP   2020-04-16 2023-01-06
3. VANGUARD INDEX FDS   2022-02-08 2023-01-06
9. VERIZON COMMUNICATIONS INC   2022-02-22 2023-01-06
3. VISA INC   2020-05-18 2023-01-06
4. WAL MART STORES INC   2022-08-01 2023-01-06
23. WELLS FARGO & CO NEW   2016-02-12 2023-01-06
52. WILLIAMS COS INC   2022-02-08 2023-01-06
7. ZIMMER BIOMET HLDGS INC   2021-03-01 2023-01-06
9. MEDTRONIC PLC   2022-04-05 2023-01-06
3. WILLIS TOWERS WATSON PLC   2021-10-22 2023-01-06
.67 GE HEALTHCARE TECHNOLOGIES INC   2019-11-18 2023-01-17
45. APOLLO GLOBAL MGMT INC NEW   2022-11-07 2023-01-23
38. APOLLO GLOBAL MGMT INC NEW   2021-07-07 2023-01-23
34. ASTRAZENECA PLC   2021-01-19 2023-01-23
56. CISCO SYSTEMS INC   2020-01-13 2023-01-23
44. CONOCOPHILLIPS   2020-06-17 2023-01-23
85. CORTEVA INC   2019-06-20 2023-01-23
17. F&G ANNUITIES & LIFE INC   2022-12-01 2023-01-23
86. MONDELEZ INTERNATIONAL INC CLASS A   2022-02-08 2023-01-23
27. RTX CORP   2021-01-19 2023-01-23
21. ROSS STORES INC   2021-05-28 2023-01-23
32. SCHWAB CHARLES CORP NEW   2020-06-17 2023-01-23
11. VISA INC   2020-05-18 2023-01-23
28. ZIMMER BIOMET HLDGS INC   2020-11-18 2023-01-23
88. ASTRAZENECA PLC   2016-10-20 2023-02-22
55. CAPITAL ONE FINL CORP   2021-04-14 2023-02-22
25. CONOCOPHILLIPS   2020-06-17 2023-02-22
51. MICRON TECHNOLOGY INC   2022-08-01 2023-02-22
51. ROSS STORES INC   2021-05-28 2023-02-22
18. SEMPRA ENERGY   2022-02-08 2023-02-22
122. ALTRIA GROUP INC   2022-07-13 2023-03-01
34. GE HEALTHCARE TECHNOLOGIES INC   2019-11-18 2023-03-03
75. EDISON INTL   2022-09-01 2023-03-06
22. JPMORGAN CHASE & CO   2022-05-19 2023-03-30
17. JPMORGAN CHASE & CO   2022-02-08 2023-03-30
26. RTX CORP   2020-11-16 2023-03-30
21. SANOFI-SYNTHELABO   2022-05-19 2023-03-30
27. SANOFI-SYNTHELABO   2020-02-18 2023-03-30
46. SCHWAB CHARLES CORP NEW   2020-03-09 2023-03-30
251. EQUITABLE HLDGS INC   2018-12-12 2023-04-03
39. ASTRAZENECA PLC   2017-07-27 2023-05-23
2. FIRST CTZNS BANCSHARES INC N C   2022-08-01 2023-05-23
12. GALLAGHER ARTHUR J & CO   2020-06-17 2023-05-23
27. GENERAL ELEC CO   2019-11-18 2023-05-23
20. HESS CORP   2022-02-08 2023-05-23
11. HUMANA INC   2020-11-18 2023-05-23
22. JPMORGAN CHASE & CO   2022-05-19 2023-05-23
18. WAL MART STORES INC   2022-08-01 2023-05-23
16. ZIMMER BIOMET HLDGS INC   2020-11-16 2023-05-23
37. MEDTRONIC PLC   2022-04-05 2023-05-23
.3 KONINKLIJKE PHILIPS N V   2018-11-05 2023-06-01
18. AMERISOURCEBERGEN CORP   2022-02-09 2023-07-21
35. APOLLO GLOBAL MGMT INC NEW   2021-07-08 2023-07-21
53. ASTRAZENECA PLC   2016-05-20 2023-07-21
222. BP P L C   2018-01-29 2023-07-21
11. CATERPILLAR INS   2021-07-02 2023-07-21
24. CONOCOPHILLIPS   2023-05-23 2023-07-21
2. CONOCOPHILLIPS   2020-06-17 2023-07-21
60. EQT CORP   2023-01-23 2023-07-21
88. FOX CORP   2019-11-19 2023-07-21
27. GENERAL ELEC CO   2019-11-19 2023-07-21
75. GENERAL MTRS CO   2019-08-08 2023-07-21
21. HESS CORP   2022-02-08 2023-07-21
22. ELI LILLY & CO COM   2022-10-06 2023-07-21
16. MICROSOFT CORP   2022-02-22 2023-07-21
46. PPG INDS INC   2020-12-14 2023-07-21
66. WAL MART STORES INC   2022-08-01 2023-07-21
89. WILLIAMS COS INC   2023-02-22 2023-07-21
83. WILLIAMS COS INC   2022-02-08 2023-07-21
68. APOLLO GLOBAL MGMT INC NEW   2021-07-08 2023-09-01
9. COMCAST CORP CLASS A   2022-09-01 2023-09-01
106. COMCAST CORP CLASS A   2022-08-01 2023-09-01
11. CONSTELLATION BRANDS INC   2020-05-18 2023-09-01
12. LABORATORY CORP AMER HLDGS   2022-02-08 2023-09-01
44. PUBLIC SVC ENTERPRISE GROUP INC   2020-04-16 2023-09-01
12. VISA INC   2023-07-21 2023-09-01
27. ZIMMER BIOMET HLDGS INC   2020-11-16 2023-09-01
185. EQT CORP   2023-01-23 2023-09-06
47. HESS CORP   2022-02-08 2023-09-06
89. ACTIVISION BLIZZARD INC   2021-12-03 2023-10-13
87. COGNIZANT TECH SOLUTIONS CRP COM   2019-02-25 2023-10-17
12. CONSTELLATION BRANDS INC   2020-04-16 2023-10-17
48. GENERAL ELEC CO   2020-04-16 2023-10-17
20. JPMORGAN CHASE & CO   2022-05-19 2023-10-17
146. KONINKLIJKE PHILIPS N V   2017-05-05 2023-10-17
37. MICRON TECHNOLOGY INC   2023-09-01 2023-10-17
61. APOLLO GLOBAL MGMT INC NEW   2021-07-08 2023-11-09
28. CATERPILLAR INS   2021-07-28 2023-11-09
40. COGNIZANT TECH SOLUTIONS CRP COM   2018-12-10 2023-11-09
28. LABORATORY CORP AMER HLDGS   2022-02-08 2023-11-09
21. LEAR CORP   2023-01-23 2023-11-09
1. LEAR CORP   2022-05-03 2023-11-09
13. LEIDOS HLDGS INC   2020-11-17 2023-11-09
14. LEIDOS HLDGS INC   2022-11-07 2023-11-09
53. NOVO NORDISK A/S ADR   2023-07-21 2023-11-09
(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 264   255 9
b 230   240 -10
c 252   220 32
d 163   142 21
e 347   295 52
152   170 -18
202   206 -4
238   217 21
336   339 -3
643   798 -155
230   296 -66
533   561 -28
228   173 55
192   202 -10
189   240 -51
363   432 -69
187   98 89
169   207 -38
541   622 -81
437   1,228 -791
366   361 5
207   227 -20
237   279 -42
608   765 -157
338   557 -219
381   447 -66
338   246 92
371   393 -22
218   225 -7
347   357 -10
629   888 -259
392   426 -34
245   269 -24
151   195 -44
153   138 15
757   883 -126
207   144 63
2,381   2,508 -127
482   647 -165
287   267 20
1,008   1,133 -125
470   664 -194
244   248 -4
216   200 16
309   320 -11
562   399 163
511   464 47
481   435 46
1,600   1,375 225
663   570 93
934   283 651
946   949 -3
630   531 99
2,330   3,171 -841
202   206 -4
901   647 254
383   662 -279
1,010   921 89
489   435 54
1,140   1,153 -13
1,081   1,295 -214
368   359 9
1,280   1,608 -328
862   861 1
1,309   614 695
630   520 110
420   190 230
742   640 102
333   337 -4
567   451 116
479   464 15
820   1,820 -1,000
627   762 -135
1,538   1,524 14
590   685 -95
566   295 271
143   143  
977   1,160 -183
858   557 301
977   866 111
950   1,089 -139
1,190   1,122 68
834   910 -76
1,199   1,393 -194
388   392 -4
949   971 -22
717   668 49
663   869 -206
327   382 -55
404   408 -4
127   201 -74
549   460 89
624   744 -120
147   102 45
559   589 -30
115   113 2
924   625 299
1,081   1,070 11
846   883 -37
627   887 -260
811   906 -95
754   333 421
719   909 -190
619   552 67
1,106   1,277 -171
416   287 129
426   443 -17
380   485 -105
643   575 68
584   534 50
975   1,084 -109
1,702   1,578 124
874   1,120 -246
719   996 -277
749   743 6
39   40 -1
3,066   2,845 221
2,589   2,350 239
2,314   1,782 532
2,662   2,681 -19
5,377   1,998 3,379
5,271   2,305 2,966
355   331 24
5,535   5,765 -230
2,595   1,876 719
2,423   2,493 -70
2,467   1,182 1,285
2,477   2,107 370
3,530   4,453 -923
6,091   3,106 2,985
5,995   7,716 -1,721
2,615   1,110 1,505
2,930   3,250 -320
5,770   6,018 -248
2,820   2,482 338
5,631   5,127 504
2,567   1,363 1,204
5,080   5,062 18
2,824   2,939 -115
2,182   2,645 -463
2,532   1,789 743
1,134   1,119 15
1,458   1,399 59
2,403   1,681 722
6,264   5,585 679
2,905   1,119 1,786
2,607   1,524 1,083
2,487   1,181 1,306
2,763   1,919 844
2,669   1,858 811
5,582   4,626 956
3,032   2,598 434
2,673   2,404 269
2,093   2,355 -262
3,254   4,096 -842
6   11 -5
3,478   2,565 913
2,841   2,144 697
3,671   1,520 2,151
8,147   9,928 -1,781
2,849   2,374 475
2,710   2,519 191
226   89 137
2,428   2,086 342
2,953   3,165 -212
2,980   1,087 1,893
2,903   3,036 -133
2,985   1,951 1,034
10,191   7,349 2,842
5,516   4,706 810
6,897   6,645 252
10,459   8,816 1,643
3,013   2,766 247
2,810   2,515 295
5,847   4,141 1,706
412   331 81
4,856   3,967 889
2,848   1,864 984
2,476   2,863 -387
2,650   2,641 9
2,974   2,881 93
3,197   3,934 -737
7,803   6,258 1,545
7,395   4,367 3,028
8,455   5,744 2,711
5,825   6,049 -224
2,825   1,966 859
5,264   1,897 3,367
2,963   2,361 602
2,781   5,076 -2,295
2,548   2,603 -55
5,160   3,408 1,752
6,614   5,686 928
2,604   2,711 -107
5,734   6,680 -946
2,691   2,902 -211
128   131 -3
1,336   1,307 29
1,439   1,511 -72
5,357   4,398 959
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       9
b       -10
c       32
d       21
e       52
      -18
      -4
      21
      -3
      -155
      -66
      -28
      55
      -10
      -51
      -69
      89
      -38
      -81
      -791
      5
      -20
      -42
      -157
      -219
      -66
      92
      -22
      -7
      -10
      -259
      -34
      -24
      -44
      15
      -126
      63
      -127
      -165
      20
      -125
      -194
      -4
      16
      -11
      163
      47
      46
      225
      93
      651
      -3
      99
      -841
      -4
      254
      -279
      89
      54
      -13
      -214
      9
      -328
      1
      695
      110
      230
      102
      -4
      116
      15
      -1,000
      -135
      14
      -95
      271
       
      -183
      301
      111
      -139
      68
      -76
      -194
      -4
      -22
      49
      -206
      -55
      -4
      -74
      89
      -120
      45
      -30
      2
      299
      11
      -37
      -260
      -95
      421
      -190
      67
      -171
      129
      -17
      -105
      68
      50
      -109
      124
      -246
      -277
      6
      -1
      221
      239
      532
      -19
      3,379
      2,966
      24
      -230
      719
      -70
      1,285
      370
      -923
      2,985
      -1,721
      1,505
      -320
      -248
      338
      504
      1,204
      18
      -115
      -463
      743
      15
      59
      722
      679
      1,786
      1,083
      1,306
      844
      811
      956
      434
      269
      -262
      -842
      -5
      913
      697
      2,151
      -1,781
      475
      191
      137
      342
      -212
      1,893
      -133
      1,034
      2,842
      810
      252
      1,643
      247
      295
      1,706
      81
      889
      984
      -387
      9
      93
      -737
      1,545
      3,028
      2,711
      -224
      859
      3,367
      602
      -2,295
      -55
      1,752
      928
      -107
      -946
      -211
      -3
      29
      -72
      959
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 46,538
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) 1 832
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........................... 3 832
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- ..... 5 832
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,612
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 1,612
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 780
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow780 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 arrowUT
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 arrowRAYMOND JAMES TRUST NA Telephone no.right arrow (727) 567-2300

Located atright arrowPO BOX 23559ST PETERSBURGFL ZIP+4right arrow33742
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
EUGENE W BANKS ADVISOR
2 		0    
6194 FIELD ROSE DR
SALT LAKE CITY,UT84121
EVELYN BANKS ADVISOR
2 		0    
6194 FIELD ROSE DR
SALT LAKE CITY,UT84121
RAYMOND JAMES TRUSTEE
1 		7,624    
PO BOX 23559
ST PETERSBURG,FL33742
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,063,690
b
Average of monthly cash balances.......................
1b
87,421
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,151,111
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,151,111
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
17,267
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,133,844
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
56,692
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
56,692
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
832
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
832
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
55,860
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
55,860
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
55,860
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
55,175
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
55,175
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 55,860
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 40,008
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$ 55,175
a Applied to 2022, but not more than line 2a 40,008
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..... 15,167
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 .......... 		40,693
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).)
EUGENE W BANKS EVELYN BANKS
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:
EUGENE W BANKS
6194 FIELD ROSE DRIVE
SALT LAKE CITY,UT84121
(801) 272-8100
bThe form in which applications should be submitted and information and materials they should include:
REQUEST SHOULD BE MADE IN WRITING TO THE ABOVE ADDRESS
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

SUSTAINABLE CAMBODIA INC

ATTN RICHARD ALLEN
GAINESVILLE,FL32601 		NONE PC GENERAL OPERATIING 2,000

JUVENILE DIABETES RESEARCH

FOUNDATION
BOONE,IA500370920 		NONE PC GENERAL OPERATING 1,000

SOLANA BEACH SCHOOLS FOUNDATION

309 N RIOS AVE
SOLANA BEACH,CA92075 		NONE PC GENERAL OPERATING 500

OLD MILL ELEMENTARY

1600 EAST 980 SOUTH
HEBER CITY,UT84032 		NONE PC UNRESTRICTED GRANT 400

OLATHE HIGH SCHOOL

410 US-50
OLATHE,CO81425 		NONE PC GENERAL OPERATING 4,000

GLOBAL PROSPERITY AND PEACE

INITIATIVE
SARATOGA SPRINGS,UT84045 		NONE PC GENERAL OPERATING 1,000

UTAH ATHLETIC FOUNDATION DBA

UTAH OLYMPIC LEGACY FOUNDATION
PARK CITY,UT84098 		NONE PC GENERAL OPERATING 400

GREEN GUMMY BEAR INC

ATTN KALANI NELAWAI
CENTERVILLE,UT84014 		NONE PC GENERAL SUPPORT 3,000

UTAH VALLEY UNIVERSITY

FOUNDATION INC
OREM,UT84058 		NONE PC GENERAL OPERATING 1,000

UTAH FOOD BANK

3150 SOUTH 900 WEST
SALT LAKE CITY,UT84119 		NONE PC GENERAL SUPPORT 1,000

BOY SCOUTS OF AMERICA

ATTN MCKAY ALLEN
E S OGDEN,UT84403 		NONE PC GENERAL SUPPORT 1,000

BRIGHAM YOUNG UNIVERSITY

ATTN ANDREW OLSEN
PROVO,UT84604 		NONE PC GENERAL OPERATING 3,000

CHURCH OF JESUS CHRIST OF LATTER

DAY SAINTS
SALT LAKE CITY,UT84150 		NONE PC GENERAL OPERATING 18,000

WASATCH COUNTY SCHOOL DISTRICT

FOUNDATION
HEBER CITY,UT84032 		NONE PC GENERAL OPERATING 300

TEAM 11

ATTN THOMAS KASZA
LONG BEACH,CA90803 		NONE PC GENERAL SUPPORT 2,000

UNIVERSITY OF UTAH

201 PRESIDENTS CIR ROOM 411
SALT LAKE CITY,UT841129022 		NONE PC GENERAL OPERATING 3,000

CRYSTAL BAYAT FOUNDATION

PO BOX 95146
SOUTH JORDAN,UT94095 		NONE PC GENERAL SUPPORT 2,000

SALT LAKE CITY ROTARY FOUNDATION

C/O SLC ROTARY CLUB 24
SALT LAKE CITY,UT84165 		NONE PC GENERAL OPERATING 6,000
Total .................................right arrow 3a 49,600
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 32,564  
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 46,538  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   79,102  
13Total. Add line 12, columns (b), (d), and (e)..................
13
79,102
(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:
BANKS CHARITABLE FDN-NUVEEN
EIN:
20-3945115
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

TY 2023 InvestmentsCorpStockSchedule
Name:
BANKS CHARITABLE FDN-NUVEEN
EIN:
20-3945115
Name of Stock End of Year Book Value End of Year Fair Market Value
ACTIVISION BLIZZARD INC    
ALLSTATE CORP    
AMEREN CORP    
AMERICAN ELECTRIC POWER INC    
AMERICAN INTERNATIONAL GROUP I    
ANALOG DEVICES INC    
ANTHEM INC    
APOLLO GLOBAL MGMT INC COM CLA    
ASTRAZENECA PLC    
BP PLC SPONSORED ADR    
BRITISH AMERICAN TOBACCO PLC (    
CIGNA CORP NEW    
CVS HEALTH CORP    
CAPITAL ONE FINANCIAL CORP    
CATERPILLAR INC    
CENTERPOINT ENERGY INC    
CISCO SYSTEMS INC    
CITIGROUP INC    
COCA-COLA CO    
COGNIZANT TECHNOLOGY SOLUTIONS    
COMCAST CORP CLASS A    
CONOCOPHILLIPS    
CONSTELLATION BRANDS INC    
CORTEVA INCORPORATED    
DOLLAR GENERAL CORP NEW    
DUPONT DE NEMOURS INCORPORATED    
EDISON INTL    
EQUINOR ASA SPONS ADR    
EQUITABLE HLDGS INCORPORATED    
EXELON CORP    
FIDELITY NATIONAL INFORMATION    
FIDELITY NATIONAL FINANCIAL    
FOX CORPORATION CLASS A COM    
GALLAGHER ARTHUR J & CO    
GENERAL ELECTRIC COM NEW    
GENERAL MOTORS CO    
HUMANA INC    
HUNTINGTON INGALLS INDUSTRIES    
INTERCONTINENTAL EXCHANGE INC    
JP MORGAN CHASE & CO    
KONINKLIJKE PHILIPS N V NY REG    
LEAR CORP COM NEW    
LEIDOS HLDGS INCORPORATED    
LOCKHEED MARTIN CORP    
LOWES COMPANIES INC    
MARATHON PETE CORP    
MCKESSON CORP    
METLIFE INC INC    
MICROSOFT CORP    
MORGAN STANLEY CO    
NEWELL BRANDS INCORPORATED    
NISOURCE INC    
PPG INDUSTRIES INC    
PEPSICO INC    
PROGRESSIVE CORP    
PUBLIC SERVICE ENTERPRISES GRO    
RAYMOND JAMES FINANCIAL INC    
RAYTHEON TECHNOLOGIES CORP COM    
ROGERS COMMUNICATIONS INC B (C    
ROSS STORES INC    
SS&C TECHNOLOGIES HOLDINGS INC    
SANOFI SPONSORED ADR (FRANCE)    
CHARLES SCHWAB CORP    
SEALED AIR CORP    
STANLEY BLACK & DECKER INC    
UNILEVER PLC ADR (ENGLAND)    
UNION PACIFIC CORP    
UNITEDHEALTH GROUP INC    
VERIZON COMMUNICATIONS INC    
VISA INC    
WELLS FARGO & CO    
WILLIAMS COMPANIES    
ZIMMER BIOMET HLDGS INC    
MEDTRONIC PLC SHS    
WILLIS TOWERS WATSON PUB LIMIT    
ALCON INCORPORATED ORD SHS    
NXP SEMICONDUCTORS N V    
CRH PLC ADR    
ALTRIA GROUP INC    
MOTOROLA SOLUTIONS I    
PFIZER INC    
MONDELEZ INTERNATIONAL    
SONY CORP ADR AMERN    
DOWDUPONT INC    
FEDEX CORP    
APPLIED MATERIALS    
TJX COS INC    
KINDER MORGAN INC    
AMERICAN EXPRESS CO    
PPL CORP    
BERKSHIRE HATHAWAY    
CME GROUP INC    
PIONEER NAT RES CO    
FIRST AMERICAN FINANCIAL    
125523100 CIGNA GROUP 10,817 15,272
20030N101 COMCAST CORP NEW 14,348 22,714
525327102 LEIDOS HLDGS INC 23,528 27,168
020002101 ALLSTATE CORP 5,737 8,119
03769M106 APOLLO GLOBAL MGMT I    
14040H105 CAPITAL ONE FINL COR    
14149Y108 CARDINAL HEALTH INC 14,442 21,067
30161N101 EXELON CORP 8,532 7,395
500754106 KRAFT HEINZ CO 29,807 28,918
502431109 L3HARRIS TECHNOLOGIE 29,087 29,276
50540R409 LABORATORY CORP AMER 20,039 22,274
521865204 LEAR CORP 5,312 5,790
744573106 PUBLIC SVC ENTERPRIS 6,057 7,644
778296103 ROSS STORES INC 7,203 9,964
78467J100 SS&C TECHNOLOGIES HL 26,604 25,361
92826C839 VISA INC 10,827 16,142
046353108 ASTRAZENECA PLC 3,357 8,082
03073E105 AMERISOURCEBERGEN CO 5,272 7,599
20825C104 CONOCOPHILLIPS 2,664 9,053
21036P108 CONSTELLATION BRANDS 4,089 6,527
22052L104 CORTEVA INC    
30190A104 F&G ANNUITIES & LIFE    
31620R303 FIDELITY NATL FINL I 11,592 15,561
31946M103 FIRST CTZNS BANCSHAR 16,001 29,798
369604301 GENERAL ELEC CO    
42809H107 HESS CORP    
595112103 MICRON TECHNOLOGY IN 14,844 20,482
609207105 MONDELEZ INTL INC    
92343V104 VERIZON COMMUNICATIO 21,109 18,058
931142103 WAL MART STORES INC    
110448107 BRITISH AMERN TOB PL 19,723 15,729
904767704 UNILEVER PLC 24,656 22,931
29452E101 EQUITABLE HLDGS INC    
363576109 GALLAGHER ARTHUR J & 2,794 7,871
693506107 PPG INDS INC 5,599 6,281
949746101 WELLS FARGO & CO NEW 29,592 43,018
969457100 WILLIAMS COS INC 16,715 22,535
780259305 SHELL PLC 29,638 32,242
G96629103 WILLIS TOWERS WATSON 11,404 12,060
026874784 AMERICAN INTL GROUP 15,368 27,371
071813109 BAXTER INTL INC 30,125 24,588
256677105 DOLLAR GEN CORP NEW 27,740 22,160
281020107 EDISON INTL    
651229106 NEWELL BRANDS INC 9,422 4,218
816851109 SEMPRA 9,922 10,313
775109200 ROGERS COMMUNICATION 7,487 7,162
G5960L103 MEDTRONIC PLC 30,078 28,174
149123101 CATERPILLAR INS    
17275R102 CISCO SYS INC 21,667 23,896
192446102 COGNIZANT TECHNOLOGY 19,039 24,396
31620M106 FIDELITY NATL INFORM 38,319 20,424
444859102 HUMANA INC 8,275 9,156
46625H100 JPMORGAN CHASE & CO 8,239 19,391
500472303 KONINKLIJKE PHILIPS 17,355 15,304
00206R102 AT&T INC 8,103 7,333
02209S103 ALTRIA GROUP INC    
025537101 AMERICAN ELEC PWR CO 12,386 11,939
036752103 ANTHEM INC 7,631 19,806
172967424 CITIGROUP INC 35,734 36,780
594918104 MICROSOFT CORP 12,197 25,947
751212101 RALPH LAUREN CORP 5,517 7,066
808513105 SCHWAB CHARLES CORP 2,085 4,678
907818108 UNION PAC CORP 6,376 12,281
98956P102 ZIMMER BIOMET HLDGS 12,688 12,535
670100205 NOVO NORDISK A/S ADR 8,326 13,552
74435K204 PRUDENTIAL PLC 8,145 8,104
80105N105 SANOFI-SYNTHELABO 24,171 24,964
922908744 VANGUARD INDEX FDS 11,045 11,213
00507V109 ACTIVISION BLIZZARD    
174610105 CITIZENS FINL GROUP 8,005 6,529
35137L105 FOX CORP 9,881 8,308
37045V100 GENERAL MTRS CO 23,648 25,000
532457108 LILLY ELI & CO    
75513E101 RTX CORP 13,798 16,407
81211K100 SEALED AIR CORP NEW 22,464 16,507
055622104 BP P L C 19,835 24,603
14316J108 CARLYLE GROUP INC 6,041 7,487
22822V101 CROWN CASTLE INC 5,478 6,566
34965K107 FORTREA HOLDINGS INC 4,415 4,293
38141G104 GOLDMAN SACHS GROUP 10,762 13,116
45866F104 INTERCONTINENTAL EXC 8,242 10,146
459506101 INTERNATIONAL FLAVOR 6,593 6,882
69331C108 PG&E CORP 8,557 9,087
835699307 SONY GROUP CORP 12,716 13,635
867224107 SUNCOR ENERGY INC NE 8,630 8,074
874039100 TAIWAN SEMICONDUCTOR 5,465 5,824
G0176J109 ALLEGION PLC 6,764 8,362

TY 2023 OtherExpensesSchedule
Name:
BANKS CHARITABLE FDN-NUVEEN
EIN:
20-3945115
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 14,948 14,948   0


TY 2023 OtherIncreasesSchedule
Name:
BANKS CHARITABLE FDN-NUVEEN
EIN:
20-3945115
Description Amount
MUTUAL FUND TIMING ADJ 502


TY 2023 TaxesSchedule
Name:
BANKS CHARITABLE FDN-NUVEEN
EIN:
20-3945115
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,123 1,123   0
FEDERAL ESTIMATES - PRINCIPAL 1,086 0   0