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
BYNUM FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 11647
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM, AL35202
A Employer identification number

20-3859323
B Telephone number (see instructions)

(205) 820-3141
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$1,477,146J 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... 30,116 30,116  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -277,404
b Gross sales price for all assets on line 6a 1,825,671
7 Capital gain net income (from Part IV, line 2)... 0
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
1,096    
12 Total. Add lines 1 through 11........ -246,192 30,116  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 38,977 31,181   7,795
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
1,200 0 0 1,200
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
659 659   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
5,258 258   5,000
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 46,094 32,098 0 13,995
25 Contributions, gifts, grants paid....... 115,000 115,000
26 Total expenses and disbursements. Add lines 24 and 25 161,094 32,098 0 128,995
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -407,286
b Net investment income (if negative, enter -0-) 0
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......... 128,234 32,804 32,804
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow   2,311,547    
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   Click to see attachment
List of Attached Documents:
// Content
1,343,001 		1,444,342
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) 2,439,781 1,375,805 1,477,146
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........ 2,439,781 1,375,805
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)..... 2,439,781 1,375,805
30 Total liabilities and net assets/fund balances (see instructions). 2,439,781 1,375,805
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
2,439,781
2
Enter amount from Part I, line 27a .....................
2
-407,286
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
6,445
4
Add lines 1, 2, and 3 ..........................
4
2,038,940
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
663,135
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,375,805
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 1. 29 AC M/L VACANT TRACT CLOVERDALE & DOVE   2005-01-01 2023-02-23
b 1. 79.80 AC M/L SE MARGIN HWY 72 SCOTTSBORO   2005-01-01 2023-03-24
c 336. AT&T INC   2023-04-25 2023-06-15
d 48. BEST BUY INC   2023-04-25 2023-06-15
e 14. CHEVRON CORP   2023-04-25 2023-06-15
36. HILTON WORLDWIDE HLDGS INC   2023-04-25 2023-06-15
15. NORTHROP GRUMMAN CORP   2023-04-25 2023-06-15
10. PIONEER NAT RES CO   2023-04-25 2023-06-15
44. PROCTER & GAMBLE CO   2023-04-25 2023-06-15
36. T -MOBILE US INC   2023-04-25 2023-06-15
146.15 FR SB0836 3% 01 MAY 2035   2023-05-08 2023-06-26
188.39 FR SB0662 2.5% 01 APR 2037   2023-05-09 2023-06-26
275.65 FR RA6567 3% 01 DEC 2051   2023-05-09 2023-06-26
510.93 FN CB3412 3.5% 01 APR 2052   2023-05-09 2023-06-26
320.66 FN FM8779 2.5% 01 SEP 2051   2023-05-09 2023-06-26
5000. HP INC   2023-05-05 2023-07-05
1000. BANK NOVA SCOTIA B C   2023-05-05 2023-07-11
1000. CITIGROUP INC   2023-05-05 2023-07-11
1000. FEDERAL HOME LN MTG CORP   2023-05-05 2023-07-11
1000. HORMEL FOODS CORP   2023-05-05 2023-07-11
1000. US TREASURY N/B 1.25% 30 APR 2028   2023-05-05 2023-07-11
159.18 FR SB0836 3% 01 MAY 2035   2023-05-08 2023-07-25
232.1 FR SB0662 2.5% 01 APR 2037   2023-05-09 2023-07-25
510. FR RA6567 3% 01 DEC 2051   2023-05-09 2023-07-25
599. FN CB3412 3.5% 01 APR 2052   2023-05-09 2023-07-25
255.4 FN FM8779 2.5% 01 SEP 2051   2023-05-09 2023-07-25
4227.491 DEUTSCHE DWS MKT TR   2023-04-25 2023-08-10
3511.392 JOHCM FDS TR   2023-04-25 2023-08-10
4000. AMGEN INC   2023-05-05 2023-08-21
96.99 FR SB0836 3% 01 MAY 2035   2023-05-08 2023-08-25
191.49 FR SB0662 2.5% 01 APR 2037   2023-05-09 2023-08-25
405.34 FR RA6567 3% 01 DEC 2051   2023-05-09 2023-08-25
245.84 FN CB3412 3.5% 01 APR 2052   2023-05-09 2023-08-25
314.71 FN FM8779 2.5% 01 SEP 2051   2023-05-09 2023-08-25
78.6 FN FS4568 3% 01 SEP 2037   2023-07-12 2023-08-25
1. ADOBE SYS INC COM   2023-06-15 2023-09-05
19. ALPHABET INC/CA   2023-04-25 2023-09-05
19. AMAZON COM INC   2023-06-15 2023-09-05
23. APPLE INC   2023-04-25 2023-09-05
190.027 ARTISAN PARTNERS FDS INC   2023-04-25 2023-09-05
183.939 ARTISAN MID CAP FUND-INS   2023-04-25 2023-09-05
496.57 BARON SELECT FDS   2023-04-25 2023-09-05
1. BLACKROCK INC   2023-04-25 2023-09-05
5. CHEVRON CORP   2023-04-25 2023-09-05
4. DEXCOM INC   2023-04-25 2023-09-05
7. DISNEY WALT CO   2023-04-25 2023-09-05
28.081 DOUBLELINE FDS TR   2023-04-25 2023-09-05
14. EXXON MOBIL CORP   2023-04-25 2023-09-05
3. FACEBOOK INC   2023-04-25 2023-09-05
17. FIFTH THIRD BANCORP   2023-04-25 2023-09-05
4. FISERV INC COM   2023-04-25 2023-09-05
11. FORTIVE CORP   2023-06-15 2023-09-05
1. GOLDMAN SACHS GROUP INC   2023-04-25 2023-09-05
56.69 HARDING LOEVNER FDS INC   2023-08-10 2023-09-05
2. HERSHEY CO   2023-04-25 2023-09-05
4. HOME DEPOT INC   2023-04-25 2023-09-05
6. HONEYWELL INTL INC   2023-04-25 2023-09-05
3. INTUIT   2023-04-25 2023-09-05
36. ISHARES TR   2023-04-25 2023-09-05
16. JPMORGAN CHASE & CO   2023-04-25 2023-09-05
271.557 JOHN HANCOCK FDS III   2023-04-25 2023-09-05
4. LILLY ELI & CO   2023-04-25 2023-09-05
3. MASTERCARD INC   2023-04-25 2023-09-05
4. MCDONALDS CORP   2023-04-25 2023-09-05
12. MERCK & CO INC   2023-04-25 2023-09-05
18. MICROSOFT CORP COM   2023-04-25 2023-09-05
10. MONDELEZ INTL INC   2023-04-25 2023-09-05
2. NETFLIX COM INC   2023-06-15 2023-09-05
18. NEXTERA ENERGY INC   2023-04-25 2023-09-05
6. NVIDIA CORP   2023-06-15 2023-09-05
2. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008   2023-04-25 2023-09-05
3. PACKAGING CORP AMER   2023-04-25 2023-09-05
1. PIONEER NAT RES CO   2023-04-25 2023-09-05
371.927 PGIM HIGH YIELD FUND   2023-04-25 2023-09-05
7. PULTE HOMES INC   2023-04-25 2023-09-05
7. QUALCOMM INC   2023-04-25 2023-09-05
2. S&P GLOBAL INC   2023-04-25 2023-09-05
1. SBA COMMUNICATIONS CORP NEW   2023-04-25 2023-09-05
3. SALESFORCE COM INC   2023-04-25 2023-09-05
133. SCHWAB STRATEGIC TR   2023-08-10 2023-09-05
3. STRYKER CORP   2023-04-25 2023-09-05
9. TJX COMPANIES INC   2023-04-25 2023-09-05
2. T -MOBILE US INC   2023-04-25 2023-09-05
5. TESLA INC   2023-04-25 2023-09-05
3. THERMO FISHER SCIENTIFIC INC   2023-04-25 2023-09-05
9. TRUIST FINL CORP   2023-04-25 2023-09-05
3. UNITED PARCEL SVC INC   2023-04-25 2023-09-05
2. UNITEDHEALTH GROUP INC   2023-04-25 2023-09-05
147.478 VIRTUS EQUITY TR   2023-04-25 2023-09-05
2. WALMART STORES INC COM   2023-04-25 2023-09-05
8. XCEL ENERGY INC   2023-04-25 2023-09-05
5. ZOETIS INC   2023-04-25 2023-09-05
5. EATON CORP PLC   2023-04-25 2023-09-05
6. CHUBB LIMITED COM   2023-04-25 2023-09-05
18.436 VANGUARD WORLD FD   2023-08-10 2023-09-06
25.783 VANGUARD MALVERN FDS   2023-04-25 2023-09-06
1000. US TREASURY N/B 1.25% 30 APR 2028   2023-05-05 2023-09-12
4000. US TREASURY N/B 1.25% 30 APR 2028   2023-05-05 2023-09-13
4000. MITSUBISHI UFJ FINL GROUP INC   2023-05-05 2023-09-15
4000. FEDERAL HOME LN MTG CORP   2023-05-05 2023-09-21
1169.105 DOUBLELINE FDS TR   2023-04-25 2023-09-25
222.52 FR SB0836 3% 01 MAY 2035   2023-05-08 2023-09-25
264.67 FR SB0662 2.5% 01 APR 2037   2023-05-09 2023-09-25
351.41 FR RA6567 3% 01 DEC 2051   2023-05-09 2023-09-25
229.24 FN CB3412 3.5% 01 APR 2052   2023-05-09 2023-09-25
162.06 FN FM8779 2.5% 01 SEP 2051   2023-05-09 2023-09-25
100.55 FN FS4568 3% 01 SEP 2037   2023-07-12 2023-09-25
343.602 PGIM HIGH YIELD FUND   2023-04-25 2023-09-25
10000. UNITED STATES TREAS NTS   2023-09-21 2023-09-25
2000. US TREASURY N/B .25% 31 MAY 2025   2023-05-05 2023-09-25
1000. AIR LEASE CORP MED TERM NTS BOOK ENTRY   2023-05-05 2023-10-06
1000. BANK AMER CORP   2023-05-05 2023-10-06
1000. CAPITAL ONE FINL CORP   2023-05-05 2023-10-06
1000. INTERNATIONAL BUSINESS MACHS CORP   2023-05-05 2023-10-06
1000. KROGER CO 2.65% 15 OCT 2026   2023-05-05 2023-10-06
5. LILLY ELI & CO   2023-04-25 2023-10-06
1000. LOWES COS INC   2023-05-05 2023-10-06
1000. ROYAL BK CDA GLOBAL MEDIUM TERM SR BK NT   2023-05-05 2023-10-06
1000. TOYOTA MTR CR CORP MEDIUM TERM NTS BOOK   2023-05-05 2023-10-06
70. TRUIST FINL CORP   2023-04-25 2023-10-06
1000. US TREASURY N/B 1.25% 30 APR 2028   2023-05-05 2023-10-06
1000. VERIZON COMMUNICATIONS INC   2023-05-05 2023-10-06
10. CHUBB LIMITED COM   2023-04-25 2023-10-06
176.53 FR SB0836 3% 01 MAY 2035   2023-05-08 2023-10-25
209.49 FR SB0662 2.5% 01 APR 2037   2023-05-09 2023-10-25
295.42 FR RA6567 3% 01 DEC 2051   2023-05-09 2023-10-25
124.86 FN CB3412 3.5% 01 APR 2052   2023-05-09 2023-10-25
263.88 FN FM8779 2.5% 01 SEP 2051   2023-05-09 2023-10-25
77.65 FN FS4568 3% 01 SEP 2037   2023-07-12 2023-10-25
104.59 FR SB0836 3% 01 MAY 2035   2023-05-08 2023-11-27
232.94 FR SB0662 2.5% 01 APR 2037   2023-05-09 2023-11-27
150.94 FR RA6567 3% 01 DEC 2051   2023-05-09 2023-11-27
105.78 FN CB3412 3.5% 01 APR 2052   2023-05-09 2023-11-27
360.64 FN FM8779 2.5% 01 SEP 2051   2023-05-09 2023-11-27
96.45 FN FS4568 3% 01 SEP 2037   2023-07-12 2023-11-27
1000. US TREASURY N/B 3% 15 FEB 2048   2023-05-05 2023-12-07
1000. US TREASURY N/B 3% 15 FEB 2048   2023-05-05 2023-12-07
136.09 FR SB0836 3% 01 MAY 2035   2023-05-08 2023-12-26
229.74 FR SB0662 2.5% 01 APR 2037   2023-05-09 2023-12-26
347.04 FR RA6567 3% 01 DEC 2051   2023-05-09 2023-12-26
104.59 FN CB3412 3.5% 01 APR 2052   2023-05-09 2023-12-26
176.87 FN FM8779 2.5% 01 SEP 2051   2023-05-09 2023-12-26
99.42 FN FS4568 3% 01 SEP 2037   2023-07-12 2023-12-26
136.45 FR SB0836 3% 01 MAY 2035   2023-05-08 2023-12-31
265.92 FR SB0662 2.5% 01 APR 2037   2023-05-09 2023-12-31
291.49 FR RA6567 3% 01 DEC 2051   2023-05-09 2023-12-31
148.98 FN CB3412 3.5% 01 APR 2052   2023-05-09 2023-12-31
147.83 FN FM8779 2.5% 01 SEP 2051   2023-05-09 2023-12-31
54.67 FN FS4568 3% 01 SEP 2037   2023-07-12 2023-12-31
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 85,000   134,266 -49,266
b 1,398,177   1,638,626 -240,449
c 5,355   5,905 -550
d 3,742   3,511 231
e 2,218   2,381 -163
5,017   5,339 -322
6,751   7,047 -296
2,028   2,248 -220
6,486   6,909 -423
4,780   5,280 -500
146   140 6
188   175 13
276   251 25
511   479 32
321   279 42
4,359   4,407 -48
947   955 -8
983   980 3
1,152   1,194 -42
957   959 -2
869   900 -31
159   152 7
232   216 16
510   464 46
599   562 37
255   222 33
46,841   47,517 -676
79,217   76,022 3,195
4,000   4,000  
97   93 4
191   178 13
405   369 36
246   230 16
315   274 41
79   74 5
565   489 76
2,584   2,013 571
2,603   2,404 199
4,364   3,817 547
3,039   2,845 194
7,455   6,488 967
6,818   6,445 373
698   671 27
833   850 -17
403   499 -96
570   696 -126
237   240 -3
1,594   1,643 -49
903   633 270
461   453 8
488   479 9
853   792 61
324   342 -18
1,404   1,458 -54
425   523 -98
1,313   1,206 107
1,117   1,191 -74
1,651   1,304 347
3,378   3,279 99
2,327   2,232 95
7,147   6,667 480
2,235   1,557 678
1,238   1,123 115
1,120   1,172 -52
1,294   1,399 -105
6,014   5,035 979
694   719 -25
901   888 13
1,190   1,423 -233
2,915   2,572 343
273   285 -12
436   405 31
243   225 18
1,715   1,718 -3
548   453 95
815   814 1
788   696 92
222   256 -34
656   582 74
4,285   4,390 -105
860   909 -49
825   706 119
274   293 -19
1,283   801 482
1,632   1,701 -69
274   280 -6
493   547 -54
964   987 -23
5,088   4,697 391
321   307 14
445   569 -124
951   882 69
1,149   829 320
1,202   1,202  
1,825   1,912 -87
570   572 -2
866   900 -34
3,467   3,598 -131
4,000   3,949 51
4,452   4,763 -311
9,797   9,996 -199
223   213 10
265   247 18
351   320 31
229   215 14
162   141 21
101   94 7
1,563   1,587 -24
9,733   9,733  
1,842   1,857 -15
938   952 -14
932   954 -22
905   932 -27
891   943 -52
913   945 -32
2,786   1,947 839
898   956 -58
893   909 -16
901   913 -12
1,905   2,181 -276
856   900 -44
903   916 -13
2,106   2,003 103
177   169 8
209   195 14
295   269 26
125   117 8
264   230 34
78   73 5
105   100 5
233   217 16
151   137 14
106   99 7
361   314 47
96   90 6
788   861 -73
788   861 -73
136   131 5
230   214 16
347   316 31
105   98 7
177   154 23
99   93 6
136   131 5
266   248 18
291   266 25
149   140 9
148   129 19
55   51 4
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
      4,965
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       -49,266
b       -240,449
c       -550
d       231
e       -163
      -322
      -296
      -220
      -423
      -500
      6
      13
      25
      32
      42
      -48
      -8
      3
      -42
      -2
      -31
      7
      16
      46
      37
      33
      -676
      3,195
       
      4
      13
      36
      16
      41
      5
      76
      571
      199
      547
      194
      967
      373
      27
      -17
      -96
      -126
      -3
      -49
      270
      8
      9
      61
      -18
      -54
      -98
      107
      -74
      347
      99
      95
      480
      678
      115
      -52
      -105
      979
      -25
      13
      -233
      343
      -12
      31
      18
      -3
      95
      1
      92
      -34
      74
      -105
      -49
      119
      -19
      482
      -69
      -6
      -54
      -23
      391
      14
      -124
      69
      320
       
      -87
      -2
      -34
      -131
      51
      -311
      -199
      10
      18
      31
      14
      21
      7
      -24
       
      -15
      -14
      -22
      -27
      -52
      -32
      839
      -58
      -16
      -12
      -276
      -44
      -13
      103
      8
      14
      26
      8
      34
      5
      5
      16
      14
      7
      47
      6
      -73
      -73
      5
      16
      31
      7
      23
      6
      5
      18
      25
      9
      19
      4
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -277,404
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 0
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 0
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 0
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a  
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 0
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  
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 arrowAL
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 arrowREGIONS BANK TRUST DEPT Telephone no.right arrow (205) 820-3141

Located atright arrow250 RIVERCHASE PARKWAY EASTBIRMINGHAMAL ZIP+4right arrow35244
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
ANDREW SKELTON CHAIRMAN
1 		0    
907 BUCHANNAN
SCOTTSBORO,AL35768
COLLEEN SKELTON BOARD MEMBER
1 		0    
907 BUCHANNA
SCOTTSBORO,AL35768
WILLIAM TALLY BOARD MEMBER
1 		0    
PO BOX 1067
SCOTTSBORO,AL35768
SCOTT SKELTON BOARD MEMBER
1 		0    
907 BUCKANNAN
SCOTTSBORO,AL35768
GRAHAM SKELTON BOARD MEMBER
1 		0    
907 BUCHANNAN ST
SCOTTSBORO,AL35768
REGIONS BANK TRUST DEPT TRUSTEE
1 		38,977    
250 RIVERCHASE PARKWAY EAST
BIRMINGHAM,AL35244
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
1,320,708
b
Average of monthly cash balances.......................
1b
203,858
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,524,566
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
1,524,566
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
22,868
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,501,698
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
75,085
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
75,085
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
0
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
75,085
4
Recoveries of amounts treated as qualifying distributions................
4
6,445
5
Add lines 3 and 4............................
5
81,530
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
81,530
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
128,995
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
128,995
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 81,530
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 34,769
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$ 128,995
a Applied to 2022, but not more than line 2a 34,769
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..... 81,530
e Remaining amount distributed out of corpus 12,696
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 12,696
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 ...... 		12,696
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.... 12,696
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

CASA OF JACKSON COUNTY

250 SOUTH BROAD STREET
SCOTTSBORO,AL35768 		NONE PC GENERAL OPERATING 10,000

SCOTTSBORO PUBLIC LIBRARY

1002 SOUTH BROAD ST
SCOTTSBORO,AL35768 		NONE PC GENERAL OPERATING 15,000

DOLLYWOOD FOUNDATION

111 E MAIN ST 2ND FLOOR
SEVIERVILLE,TN37862 		NONE PC GENERAL OPERATING 20,000

SCOTTSBORO JACKSON HERITAGE CENTER

PO BOX 53
SCOTTSBORO,AL357680053 		NONE PC GENERAL OPERATING 35,000

SKYLINE FARMS HERITAGE ASSOCIATION INC

802 COUNTY ROAD 25
SCOTTSBORO,AL35768 		NONE PC GENERAL OPERATING 15,000

NOURISH ONE CHILD A NON PROFIT CORPORATI

1030 PENINSULA DR
SCOTTSBORO,AL357697837 		NONE PC GENERAL OPERATING 20,000
Total .................................right arrow 3a 115,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 30,116  
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 -277,404  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    14 1,096  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   -246,192  
13Total. Add line 12, columns (b), (d), and (e)..................
13
-246,192
(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:
BYNUM FOUNDATION
EIN:
20-3859323
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,200     1,200

TY 2023 InvestmentsOtherSchedule2
Name:
BYNUM FOUNDATION
EIN:
20-3859323
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
00206RCP5 AT&T INC AT COST 4,660 4,746
00724F101 ADOBE SYS INC COM AT COST 8,314 10,142
00914AAB8 AIR LEASE CORP MED T AT COST 3,808 3,861
02079K305 ALPHABET INC/CA AT COST 12,926 17,042
023135106 AMAZON COM INC AT COST 12,690 17,473
03027XCE8 AMERICAN TOWER CORP AT COST 4,003 4,155
035240AR1 ANHEUSER-BUSCH INBEV AT COST 4,167 4,167
037833100 APPLE INC AT COST 28,214 32,730
04314H592 ARTISAN PARTNERS FDS AT COST 25,663 28,903
04314H600 ARTISAN PARTNERS FDS AT COST 31,523 37,172
06051GHT9 BANK AMER CORP AT COST 3,815 3,850
06406RAQ0 BANK NEW YORK MELLON AT COST 4,530 4,608
0641593U8 BANK NOVA SCOTIA B C AT COST 4,517 4,607
064159TF3 BANK NOVA SCOTIA B C AT COST 3,819 3,877
06828M876 BARON SELECT FDS AT COST 60,073 64,887
084664CR0 BERKSHIRE HATHAWAY F AT COST 4,589 4,677
09247X101 BLACKROCK INC AT COST 5,371 6,494
09247XAR2 BLACKROCK INC AT COST 4,148 4,224
10373QAB6 BP CAP MKTS AMER INC AT COST 3,959 3,944
14040HCE3 CAPITAL ONE FINL COR AT COST 3,729 3,819
166764100 CHEVRON CORP NEW AT COST 5,272 4,624
169656105 CHIPOTLE MEXICAN GRI AT COST 4,146 4,574
172967MT5 CITIGROUP INC AT COST 5,863 6,003
20030NDH1 COMCAST CORP NEW AT COST 4,253 4,301
22160K105 COSTCO WHOLESALE COR AT COST 7,297 9,241
252131107 DEXCOM INC AT COST 5,867 5,832
254687106 DISNEY WALT CO AT COST 5,766 5,237
30231G102 EXXON MOBIL CORP AT COST 11,146 9,498
30303M102 FACEBOOK INC AT COST 5,912 9,911
3132CW4V3 FR SB0836 3% 01 MAY AT COST 9,220 9,134
3132CWWX8 FR SB0662 2.5% 01 AP AT COST 18,735 18,648
3133KNJL8 FR RA6567 3% 01 DEC AT COST 30,244 30,045
3134A4KX1 FEDERAL HOME LN MTG AT COST 8,360 8,116
3140QNYJ5 FN CB3412 3.5% 01 AP AT COST 30,191 29,935
3140XCXH6 FN FM8779 2.5% 01 SE AT COST 30,494 30,166
3140XLCE6 FN FS4568 3% 01 SEP AT COST 6,825 6,895
31620MBS4 FIDELITY NATL INFORM AT COST 4,340 4,461
316773100 FIFTH THIRD BANCORP AT COST 3,569 4,622
337738108 FISERV INC COM AT COST 4,669 5,181
34959J108 FORTIVE CORP AT COST 6,123 6,259
375558BF9 GILEAD SCIENCES INC AT COST 3,921 3,919
38141G104 GOLDMAN SACHS GROUP AT COST 4,098 4,629
38141GYN8 GOLDMAN SACHS GROUP AT COST 4,112 4,167
404280CC1 HSBC HLDGS PLC AT COST 4,591 4,675
412295107 HARDING LOEVNER FDS AT COST 46,367 47,530
427866108 HERSHEY CO AT COST 6,541 4,661
437076102 HOME DEPOT INC AT COST 6,334 7,278
438516106 HONEYWELL INTL INC AT COST 7,148 7,550
440452AG5 HORMEL FOODS CORP AT COST 3,835 3,920
458140BU3 INTEL CORP AT COST 4,112 4,222
459200JG7 INTERNATIONAL BUSINE AT COST 3,906 3,897
459200KA8 INTERNATIONAL BUSINE AT COST 3,773 3,818
461202103 INTUIT AT COST 3,911 5,625
464287879 ISHARES TR AT COST 53,186 60,193
46625H100 JPMORGAN CHASE & CO AT COST 6,836 8,335
46625HRY8 JPMORGAN CHASE & CO AT COST 8,621 8,693
47803W703 JOHN HANCOCK FDS III AT COST 50,350 56,113
501044DE8 KROGER CO AT COST 3,779 3,781
532457108 LILLY ELI & CO AT COST 8,176 12,241
539439AR0 LLOYDS BANKING GROUP AT COST 3,874 3,913
548661DR5 LOWES COS INC AT COST 3,822 3,860
57636Q104 MASTERCARD INC AT COST 8,234 9,383
580135101 MC DONALDS CORPORATI AT COST 5,858 5,930
58933Y105 MERCK & CO INC NEW AT COST 10,024 9,376
59022CAJ2 MERRILL LYNCH & CO I AT COST 4,235 4,272
594918104 MICROSOFT CORP AT COST 26,294 35,348
60871RAD2 MOLSON COORS BEVERAG AT COST 4,722 4,829
609207105 MONDELEZ INTL INC AT COST 6,395 6,446
61761JVL0 MORGAN STANLEY AT COST 3,927 3,948
64110L106 NETFLIX COM INC AT COST 6,172 7,790
65339F101 NEXTERA ENERGY INC AT COST 4,742 3,644
67066G104 NVIDIA CORP AT COST 11,434 20,799
693506107 PPG INDS INC AT COST 4,271 4,487
695156109 PACKAGING CORP AMER AT COST 4,727 5,702
723787107 PIONEER NAT RES CO AT COST 3,822 3,823
742718FH7 PROCTER & GAMBLE CO AT COST 4,669 4,685
743315103 PROGRESSIVE CORP OH AT COST 4,877 5,416
74440Y884 PGIM HIGH YIELD FUND AT COST 47,874 49,117
745867101 PULTE HOMES INC AT COST 6,410 10,219
747525103 QUALCOMM INC AT COST 5,234 6,508
78016EZM2 ROYAL BK CDA GLOBAL AT COST 8,179 8,348
78409V104 S&P GLOBAL INC AT COST 4,526 5,727
78410G104 SBA COMMUNICATIONS C AT COST 4,600 4,566
79466L302 SALESFORCE COM INC AT COST 5,631 7,631
808513BF1 SCHWAB CHARLES CORP AT COST 4,404 4,585
808524755 SCHWAB STRATEGIC TR AT COST 91,085 95,523
822582CD2 SHELL INTL FIN B V AT COST 4,483 4,504
842587DE4 SOUTHERN CO AT COST 4,689 4,717
85771PAN2 STATOIL ASA AT COST 3,961 3,987
863667101 STRYKER CORP AT COST 8,179 8,085
871829BJ5 SYSCO CORP AT COST 4,253 4,412
872540109 TJX COS INC NEW AT COST 6,274 7,505
872590104 T -MOBILE US INC AT COST 3,373 3,688
88160R101 TESLA INC AT COST 4,323 6,709
883556102 THERMO FISHER SCIENT AT COST 6,805 6,369
89236THW8 TOYOTA MTR CR CORP M AT COST 4,574 4,640
89236TJK2 TOYOTA MTR CR CORP M AT COST 4,548 4,619
893641100 TRANSDIGM GROUP INC AT COST 6,574 8,093
89788MAD4 TRUIST FINL CORP SR AT COST 4,441 4,577
911312106 UNITED PARCEL SVC IN AT COST 6,200 5,346
912810RB6 U S TREASURY NOTE AT COST 13,659 13,134
912810SA7 US TREASURY N/B 3% 1 AT COST 22,171 21,187
912810SN9 US TREASURY N/B 1.25 AT COST 13,358 12,933
912828D56 UNITED STATES TREAS AT COST 9,746 9,837
912828ZT0 US TREASURY N/B .25% AT COST 22,279 22,602
91282CBZ3 US TREASURY N/B 1.25 AT COST 20,689 20,590
91282CHJ3 US TREASURY N/B 3.75 AT COST 3,916 3,964
91324P102 UNITEDHEALTH GROUP I AT COST 10,362 11,056
921910501 VANGUARD WORLD FD AT COST 94,643 92,927
922020813 VANGUARD MALVERN FDS AT COST 18,782 19,760
92343VFS8 VERIZON COMMUNICATIO AT COST 4,587 4,645
92828N247 VIRTUS EQUITY TR AT COST 33,314 35,008
931142103 WAL MART STORES INC AT COST 3,074 3,153
98389B100 XCEL ENERGY INC AT COST 4,910 4,272
98978V103 ZOETIS INC AT COST 6,350 7,105
G29183103 EATON CORP PLC AT COST 6,628 9,633
H1467J104 CHUBB LTD AT COST 5,407 6,102

TY 2023 OtherDecreasesSchedule
Name:
BYNUM FOUNDATION
EIN:
20-3859323
Description Amount
MUTUAL FUND TIMING ADJ 271
CY PURCHASE OF ACCRUED INTEREST 64
CY PENDING SALES 81
PRIOR PERIOD REAL ESTATE DEED ADJ 662,132
COST BASIS ADJUSTMENT 587


TY 2023 OtherExpensesSchedule
Name:
BYNUM FOUNDATION
EIN:
20-3859323
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER CHARITABLE EXPENSES 5,000 0   5,000
INVESTMENT EXPENSES-DIVIDEND I 258 258   0


TY 2023 OtherIncomeSchedule2
Name:
BYNUM FOUNDATION
EIN:
20-3859323
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 1,096 0  


TY 2023 OtherIncreasesSchedule
Name:
BYNUM FOUNDATION
EIN:
20-3859323
Description Amount
RECOVERY OF GRANTS PAID 6,445


TY 2023 TaxesSchedule
Name:
BYNUM FOUNDATION
EIN:
20-3859323
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 634 634   0
FOREIGN TAXES ON NONQUALIFIED 25 25   0