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 04-01-2023 , and ending 03-31-2024
Name of foundation
GARY G TAYLOR CHARITABLE TR
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

46-6719506
B Telephone number (see instructions)

(314) 418-2643
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$3,210,198J 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) 33,842
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 65,032 64,816  
5a Gross rents............ 14,732 14,732  
b Net rental income or (loss) 14,399
6a Net gain or (loss) from sale of assets not on line 10 263,118
b Gross sales price for all assets on line 6a 1,163,008
7 Capital gain net income (from Part IV, line 2)... 263,118
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
1,461 406  
12 Total. Add lines 1 through 11........ 378,185 343,072  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 39,469 35,522   3,947
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,322 1,322   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
1,206 333   873
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,497 37,177 0 6,320
25 Contributions, gifts, grants paid....... 131,038 131,038
26 Total expenses and disbursements. Add lines 24 and 25 174,535 37,177 0 137,358
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 203,650
b Net investment income (if negative, enter -0-) 305,895
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......... 590,259 131,887 131,887
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)....... 239,859 Click to see attachment
List of Attached Documents:
// Content
545,521 		930,265
c Investments—corporate bonds (attach schedule)....... 247,332 Click to see attachment
List of Attached Documents:
// Content
359,057 		356,137
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).......... 1,455,189 Click to see attachment
List of Attached Documents:
// Content
1,699,666 		1,791,909
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) 2,532,639 2,736,131 3,210,198
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........ 2,532,639 2,736,131
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)..... 2,532,639 2,736,131
30 Total liabilities and net assets/fund balances (see instructions). 2,532,639 2,736,131
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
2,532,639
2
Enter amount from Part I, line 27a .....................
2
203,650
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,736,289
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
158
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,736,131
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 11. BOEING CO   2016-03-17 2023-08-10
b 45. CISCO SYS INC   2016-03-17 2023-08-10
c 2250.418 FIDELITY ADV DIVERS INTL CL I     2023-08-10
d 225. ISHARES CORE S P 500 ETF   2019-04-23 2023-08-10
e 189. ISHARES S&P SMALL CAP 600 INDEX FD     2023-08-10
1477. ISHARES MSCI EAFE VALUE ETF     2023-08-10
1481. ISHARES IBONDS DEC 2027 TERM CP ETF   2021-05-27 2023-08-10
3717.445 NUVEEN REAL ESTATE SECS I     2023-08-10
15. PNC FINL SVCS GROUP INC COM W/RIGHTS ATTACHED EXP 5/25/2010   2015-06-25 2023-08-10
15. PEPSICO INC   2016-07-08 2023-08-10
60. PFIZER INC   2022-07-13 2023-08-10
14. RAYTHEON TECHNOLOGIES CORP COM   2016-06-08 2023-08-10
399.302 ROWE T PRICE MID CAP GROWTH FD INC   2019-07-09 2023-08-10
1075.507 ROWE T PRICE MID-CAP VALUE FD INC   2019-07-09 2023-08-10
60. SOUTHERN CO   2017-06-01 2023-08-10
7. UNION PAC CORP COM   2016-03-17 2023-08-10
2236.249 VANGUARD STRATEGIC EQUITY     2023-08-10
275. VERIZON COMMUNICATIONS   2017-06-01 2023-08-10
75000. BANK OF NY MTN 2.200% 8/16/23     2023-08-16
100. ABBVIE INC   2022-07-13 2023-09-29
100. ALPHABET INC CL C   2015-07-02 2023-09-29
77. ALPHABET INC CL A   2017-01-19 2023-09-29
291. AMAZON COM INC COM     2023-09-29
190. APPLE COMPUTER INC COM     2023-09-29
20. BANK OF AMERICA CORP   2015-06-23 2023-09-29
44. BOEING CO   2016-03-17 2023-09-29
25. CHEVRONTEXACO CORP COM   2015-08-24 2023-09-29
180. CISCO SYS INC     2023-09-29
18. FACEBOOK INC A   2016-06-08 2023-09-29
19. INTUIT INC COMMON STOCK   2016-06-08 2023-09-29
249. ISHARES CORE S P 500 ETF   2019-04-23 2023-09-29
98. JP MORGAN CHASE & CO COM     2023-09-29
103. MARATHON PETROLEUM CORP   2016-03-17 2023-09-29
64. MASTERCARD INC   2016-06-08 2023-09-29
39. MICROSOFT CORP COM   2017-01-19 2023-09-29
60. PNC FINL SVCS GROUP INC COM W/RIGHTS ATTACHED EXP 5/25/2010   2016-03-17 2023-09-29
60. PEPSICO INC   2016-07-08 2023-09-29
240. PFIZER INC   2022-07-13 2023-09-29
44. RAYTHEON TECHNOLOGIES CORP COM   2016-06-08 2023-09-29
240. SOUTHERN CO   2017-06-01 2023-09-29
28. UNION PAC CORP COM   2016-03-17 2023-09-29
17. UNITEDHEALTH GRP INC COM   2015-06-25 2023-09-29
1180.145 BARON EMERGING MARKETS INSTITUTIONAL   2019-02-08 2024-02-21
1933.377 CAUSEWAY EMERGING MARKETS INSTL     2024-02-21
808. ISHARES MSCI EAFE VALUE ETF   2019-02-08 2024-02-21
49. MARATHON PETROLEUM CORP     2024-02-21
4. MASTERCARD INC   2016-06-08 2024-02-21
16. NETFLIX.COM INC COM   2023-09-29 2024-02-21
51. PAYCOM SOFTWARE INC     2024-02-21
134. PAYPAL HOLDINGS INC   2023-09-29 2024-02-21
1202.891 ROWE T PRICE MID-CAP VALUE FD INC     2024-02-21
2591.007 STONE RIDGE HY REINSUR-I   2023-09-29 2024-02-21
24. VERALTO CORP COM SHS     2024-02-21
CAPITAL GAIN DIVIDENDS P    
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(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 2,632   1,440 1,192
b 2,416   1,276 1,140
c 57,453   44,484 12,969
d 101,178   66,335 34,843
e 19,347   11,132 8,215
74,123   69,752 4,371
34,692   40,054 -5,362
54,461   78,299 -23,838
1,932   1,470 462
2,772   1,618 1,154
2,158   3,114 -956
1,214   815 399
40,142   38,229 1,913
33,997   29,555 4,442
4,167   3,053 1,114
1,613   580 1,033
75,809   69,137 6,672
9,066   12,840 -3,774
75,000   74,991 9
15,139   15,248 -109
13,333   2,608 10,725
10,203   3,183 7,020
37,171   11,086 26,085
32,725   5,031 27,694
557   354 203
8,444   5,759 2,685
4,237   1,815 2,422
9,743   4,873 4,870
5,523   2,132 3,391
9,880   2,051 7,829
107,798   73,411 34,387
14,514   6,707 7,807
15,839   3,900 11,939
25,625   6,242 19,383
12,376   2,438 9,938
7,420   5,102 2,318
10,229   6,472 3,757
7,766   12,457 -4,691
3,188   2,560 628
15,765   12,212 3,553
5,743   2,321 3,422
8,608   2,046 6,562
16,439   15,826 613
19,875   19,471 404
41,763   38,097 3,666
8,128   1,823 6,305
1,826   390 1,436
9,142   6,085 3,057
9,256   14,060 -4,804
7,751   7,910 -159
38,601   32,664 5,937
23,500   23,267 233
2,045   2,115 -70
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
      8,684
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       1,192
b       1,140
c       12,969
d       34,843
e       8,215
      4,371
      -5,362
      -23,838
      462
      1,154
      -956
      399
      1,913
      4,442
      1,114
      1,033
      6,672
      -3,774
      9
      -109
      10,725
      7,020
      26,085
      27,694
      203
      2,685
      2,422
      4,870
      3,391
      7,829
      34,387
      7,807
      11,939
      19,383
      9,938
      2,318
      3,757
      -4,691
      628
      3,553
      3,422
      6,562
      613
      404
      3,666
      6,305
      1,436
      3,057
      -4,804
      -159
      5,937
      233
      -70
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 263,118
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 4,252
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 4,252
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 4,252
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 536
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.............. 7 536
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 3,716
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMO
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 arrowUS BANK NA Telephone no.right arrow (816) 364-7249

Located atright arrowPO BOX 0634MILWAUKEEWI ZIP+4right arrow53201
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
US BANK TRUSTEE
1 		39,469    
PO BOX 0634
MILWAUKEE,WI53201
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 N/A  
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
2,614,419
b
Average of monthly cash balances.......................
1b
364,588
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,979,007
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
2,979,007
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
44,685
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,934,322
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
146,716
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
146,716
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,252
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,252
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
142,464
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
142,464
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
142,464
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
137,358
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
137,358
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 7 142,464
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 8,557
c From 2020...... 233
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 8,790
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 137,358
a Applied to 2022, but not more than line 2a 0
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..... 137,358
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 5,106 5,106
(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 3,684
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 .......... 		0
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 ...... 		3,684
10 Analysis of line 9:
a Excess from 2019.... 3,451
b Excess from 2020.... 233
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ST JOSEPH SAFETY & HEALTH COUNCIL

3131 FREDERICK AVE STE 220
ST JOSEPH,MO64506 		NONE PC GENERAL OPERATING 10,600

CRISIS PREGNANCY CENTER INC

311 EAST 3RD ST
MARYVILLE,MO64470 		NONE PC GENERAL OPERATING 5,000

COMMUNITY FOUNDATION OF NW MO

1006 WEST ST
ST JOSEPHS,MO64506 		NONE PC GENERAL OPERATING 15,000

MU EXTENSION IN DEKALB COUNTY

102 W MAIN ST
MAYSVILLE,MO64469 		NONE PC GENERAL OPERATING 4,000

CITY OF BURLINGTON JUNCTION PARK

107 E 6 ST
BURLINGTON JUNCTION,MO64428 		NONE PC GENERAL OPERATING 4,000

CITY OF MAITLAND

217 MAIN ST
MAITLAND,MO64466 		NONE PC GENERAL OPERATING 4,838

TRI-COUNTY HISTORICAL SOCIETY

608 2ND AVE SW
CASCADE,IA520339700 		NONE PC GENERAL OPERATING 1,200

NORTHWEST MISSOURI INDUSTRIES

18671 INDUSTRIAL ROAD
ROCK PORT,MO64482 		NONE PC GENERAL OPERATING 10,000

ANDREW COUNTY MUSEUM

202 E DUNCAN DRIVE
SAVANNAH,MO64485 		NONE PC GENERAL OPERATING 6,000

PIVOTAL POINT TRANSITIONAL HOUSING

3008 PARKWAY A ST
ST JOSEPH,MO64507 		NONE PC GENERAL OPERATING 20,000

PONY EXPRESS COUNCIL BOY SCOUTS

1704 BUCKINGHAM
ST JOSEPH,MO64506 		NONE PC GENERAL OPERATING 3,000

TARKIO COLLEGE

404 N TARKIO ROAD
TARKIO,MO64491 		NONE PC GENERAL OPERATING 4,900

MOUND CITY DOWNTOWN RESTORATION & REVITA

398 LAKE SHORE DR
Craig,MO644377182 		NONE PC GENERAL OPERATING 6,000

ELMO BETTERMENT CORP

15286 CATALINA ROAD
ELMO,MO64445 		NONE PC GENERAL OPERATING 5,000

PONY EXPRESS NATIONAL MUSEUM

ATTN CINDY DAFFRON
SAINT JOSEPH,MO64503 		NONE PC GENERAL OPERATING 6,000

GIRL SCOUTS OF NE KS & NW MO INC

1311 N BELT HWY STE B
ST JOSEPH,MO64506 		NONE PC GENERAL OPERATING 1,500

DEKALB COUNTY 4-H COUNCIL

POBOX 195
DECATUR,GA30030 		NONE PC GENERAL OPERATING 4,000

NORTHWEST FOUNDATION INC

800 UNIVERSITY DRIVE
MARYVILLE,MO64468 		NONE PC GENERAL OPERATING 20,000
Total .................................right arrow 3a 131,038
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 65,032  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 14,399  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 263,118  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 406  
bFEDERAL TAX REFUND     1 1,055  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   344,010  
13Total. Add line 12, columns (b), (d), and (e)..................
13
344,010
(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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
GARY G TAYLOR CHARITABLE TR
 
Employer identification number

46-6719506
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
GARY G TAYLOR CHARITABLE TR
  		Employer identification number
46-6719506
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
G TAYLOR IRREV TR FBO MONTANA TAYLOR
 
US BANK NA PO BOX 0634
 
MILWAUKEE, WI53201

$ 33,842


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
GARY G TAYLOR CHARITABLE TR
  		Employer identification number

46-6719506
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
GARY G TAYLOR CHARITABLE TR
  		Employer identification number

46-6719506
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
GARY G TAYLOR CHARITABLE TR
EIN:
46-6719506
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2023 InvestmentsCorpBondsSchedule
Name:
GARY G TAYLOR CHARITABLE TR
EIN:
46-6719506
Name of Bond End of Year Book Value End of Year Fair Market Value
06406FAD5 BANK OF NY MTN    
949746RW3 WELLS FARGO COMPANY 49,013 47,817
17275RBL5 CISCO SYSTEMS INC 74,429 71,049
91282CEX5 U S TREASURY NT 24,938 24,854
91282CEY3 U S TREASURY NT 24,911 24,414
05723KAE0 BAKER HUGHES LLC CO 23,618 23,648
20030NBM2 COMCAST CORP 22,837 23,291
3133EE5F3 F F C B DEB 22,938 23,280
3133EJY94 F F C B DEB 22,685 22,931
3133EKJV9 F F C B DEB 21,765 22,116
437076AS1 HOME DEPOT INC 26,637 26,849
45866FAU8 INTERCONTINENTAL 24,224 24,289
907818EB0 UNION PACIFIC CORP 21,062 21,599

TY 2023 InvestmentsCorpStockSchedule
Name:
GARY G TAYLOR CHARITABLE TR
EIN:
46-6719506
Name of Stock End of Year Book Value End of Year Fair Market Value
713448108 PEPSICO INC    
023135106 AMAZON.COM INC 10,686 43,832
91324P102 UNITED HEALTH GROUP 10,215 24,240
166764100 CHEVRON CORPORATION    
02079K305 ALPHABET INC CL A 12,268 39,393
097023105 BOEING CO    
594918104 MICROSOFT CORP 24,437 82,040
461202103 INTUIT INC 2,458 8,450
46625H100 J P MORGAN CHASE CO 9,175 26,640
78409V104 S P GLOBAL INC 8,954 17,018
693475105 P N C FINANCIAL SERV    
30303M102 FACEBOOK INC A 6,677 27,678
907818108 UNION PACIFIC CORP    
931142103 WAL MART STORES INC 9,803 20,939
437076102 HOME DEPOT INC 12,866 21,865
17275R102 CISCO SYSTEMS INC    
22160K105 COSTCO WHSL CORP 4,380 13,920
02079K107 ALPHABET INC CL C    
808513105 SCHWAB CHARLES CORP 18,407 23,511
03027X100 AMERICAN TOWER CORP 22,377 23,711
57636Q104 MASTERCARD INC 1,658 8,187
037833100 APPLE INC 25,170 69,964
747525103 QUALCOMM INC    
56585A102 MARATHON PETROLEUM C 2,676 14,710
101121101 BOSTON PPTYS INC    
060505104 BANK OF AMERICA CORP 9,175 22,980
92343V104 VERIZON COMMUNICATIO    
842587107 SOUTHERN CO THE    
75513E101 RAYTHEON TECHNOLOGIE    
00287Y109 ABBVIE INC    
717081103 PFIZER INC    
87612E106 TARGET CORP 22,576 29,948
00724F101 ADOBE SYS INC 12,305 12,110
007903107 ADVANCED MICRO DEVIC 18,780 31,405
009066101 AIRBNB INC CL A 9,324 11,052
012653101 ALBEMARLE CORP 20,483 14,623
09247X101 BLACKROCK INC 13,876 17,508
126650100 CVS HEALTH CORPORATI 14,000 15,473
15135B101 CENTENE CORP COM 14,138 15,931
217204106 COPART INC COM 10,630 13,785
235851102 DANAHER CORP 22,480 24,473
28176E108 EDWARDS LIFESCIENCES 15,564 20,354
375558103 GILEAD SCIENCES INC 6,990 6,666
550021109 LULULEMON ATHLETICA 7,319 7,422
57667L107 MATCH GROUP INC NEW 4,819 4,354
60741F104 MOBILEYE GLOBAL INC 1,563 2,025
64110L106 NETFLIX.COM INC 9,508 15,183
65339F101 NEXTERA ENERGY INC 9,234 10,226
67066G104 NVIDIA CORP 18,336 37,950
697435105 PALO ALTO NETWORKS I 18,167 21,594
79466L302 SALESFORCE COM INC 18,896 26,203
806857108 SCHLUMBERGER LTD 2,362 2,631
81762P102 SERVICENOW INC 18,454 23,634
871607107 SYNOPSYS INC 7,556 8,001
88339J105 TRADE DESK INC THE C 9,177 10,228
893641100 TRANSDIGM GROUP INC 6,915 9,853
90353T100 UBER TECHNOLOGIES IN 15,988 26,485
98954M101 ZILLOW GROUP INC 7,459 6,653
G6095L109 APTIV PLC 13,385 10,753
H1467J104 CHUBB LTD 3,855 4,664

TY 2023 InvestmentsOtherSchedule2
Name:
GARY G TAYLOR CHARITABLE TR
EIN:
46-6719506
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
98FARMZM3 W1/2 & W1/2SE1/4 13- AT COST 514,336 479,949
06828M876 BARON EMERGING MARKE AT COST 37,353 40,027
31420B300 FEDERATED HERMES INS AT COST 13,960 14,591
464288877 ISHARES MSCI EAFE VA      
77957Y106 T ROWE PRICE MID CAP      
779556109 T ROWE PRICE MID CAP AT COST 35,051 41,094
670678507 NUVEEN REAL ESTATE S      
46434VBG4 ISHARES IBONDS DEC 2 AT COST 50,161 48,096
922038104 VANGUARD STRATEGIC E      
464287804 ISHARES CORE S P SMA AT COST 34,731 68,080
149498107 CAUSEWAY EMERGING MA AT COST 36,628 39,665
464287507 ISHARES CORE SP MID- AT COST 142,529 160,657
464287200 ISHARES CORE S P 500      
46435UAA9 ISHARES IBONDS DEC 2      
315920686 FIDELITY ADV DIVERS      
46434VBD1 ISHARES IBONDS DEC 2 AT COST 50,126 46,792
024932154 AMERICAN CENTURY HIG AT COST 44,693 45,546
025076845 AMERICAN CENTURY SMA AT COST 16,288 19,453
025076878 AMERICAN CENTURY REA AT COST 6,225 6,661
04314H568 ARTISAN HIGH INCOME AT COST 44,691 45,324
19765N245 COLUMBIA DIVIDEND IN AT COST 70,442 78,966
464288521 ISHARES CORE US REIT AT COST 6,271 6,617
46432F842 ISHARES CORE MSCI EA AT COST 275,539 296,732
46434G103 ISHARES CORE MSCI EM AT COST 60,042 63,055
89155H793 TOUCHSTONE MID CAP Y AT COST 141,420 163,572
89609H704 TRIBUTARY SMALL COMP AT COST 44,685 47,252
90386K720 SALIENT MLP ENERGY I AT COST 33,884 37,794
921910501 VANGUARD INTERNATION AT COST 40,611 41,986

TY 2023 OtherDecreasesSchedule
Name:
GARY G TAYLOR CHARITABLE TR
EIN:
46-6719506
Description Amount
PURCHASE OF ACCRUED INTEREST C/O 158


TY 2023 OtherExpensesSchedule
Name:
GARY G TAYLOR CHARITABLE TR
EIN:
46-6719506
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE EXPENSE 94 0   94
UTILITY EXPENSE 592 0   592
OTHER EXPENSE 187 0   187
Rent and Royalty Expense 333      


TY 2023 OtherIncomeSchedule2
Name:
GARY G TAYLOR CHARITABLE TR
EIN:
46-6719506
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 406 406  
FEDERAL TAX REFUND 1,055 0  


TY 2023 TaxesSchedule
Name:
GARY G TAYLOR CHARITABLE TR
EIN:
46-6719506
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 848 848   0
FOREIGN TAXES ON NONQUALIFIED 474 474   0