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
THE WILLIAM AND MARY LOUISE CHRISTOVICH
CHARITABLE FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)601 POYDRAS STREET 2300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW ORLEANS, LA70130
A Employer identification number

46-4337517
B Telephone number (see instructions)

(504) 593-4214
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$573,074J 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... 13,044 13,044  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 109,839
b Gross sales price for all assets on line 6a 720,189
7 Capital gain net income (from Part IV, line 2)... 109,839
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 122,883 122,883  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,660 3,660   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
6,009 6,009   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,890 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,559 9,669   0
25 Contributions, gifts, grants paid....... 32,500 32,500
26 Total expenses and disbursements. Add lines 24 and 25 44,059 9,669   32,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 78,824
b Net investment income (if negative, enter -0-) 113,214
c Adjusted net income (if negative, enter -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......... 11,350 8,003 8,003
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
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)....... 415,943 Click to see attachment
List of Attached Documents:
// Content
498,114 		565,071
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 427,293 506,117 573,074
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 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 427,293 506,117
29 Total net assets or fund balances (see instructions)..... 427,293 506,117
30 Total liabilities and net assets/fund balances (see instructions). 427,293 506,117
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
427,293
2
Enter amount from Part I, line 27a .....................
2
78,824
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
506,117
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
506,117
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 ABBOTT LABS   2020-03-26 2023-03-02
b ADOBE   2023-06-14 2023-12-15
c ALAPHABET INC   2019-12-04 2023-09-20
d AMAZON COM INC   2019-12-04 2023-11-20
e AMERICAN EXPRESS COMPANY   2023-04-17 2024-06-30
AMERICAN TOWER REIT INC   2023-04-17 2023-06-23
AMGEN INC COM   2023-04-17 2023-06-02
ANALOG DEVICES INC COM   2023-04-17 2023-08-16
APPLE INC   2023-01-06 2023-01-31
APPLE INC   2016-05-12 2023-11-20
APPLIED MATERIAL INC   2023-04-17 2023-09-07
APPLOVIN CORP COM   2023-08-10 2023-09-26
ASTRAZENECA PLC SPND ADR   2023-08-16 2023-11-15
BANK OF MONTREAL   2023-04-20 2023-11-17
BIOMARIN PHARMACEUTICALS   2023-04-17 2023-07-06
BLACKROCK   2022-12-27 2023-12-07
BOEING COMPANY   2023-01-06 2023-04-17
BOSTON SCIENTIFIC CORP   2023-04-17 2023-04-19
BRISTOL-MYERS SQUIBB CO   2022-05-03 2023-04-17
BRISTOL-MYERS SQUIBB CO   2022-05-03 2023-08-14
BROADCOME INC   2022-12-21 2023-12-15
CHENIERE ENERGY   2023-04-17 2023-05-12
CHEVRON CORP   2023-04-17 2023-12-07
CHEVRON CORP   2022-01-24 2023-02-13
CIGNA CORP REG SHS   2022-09-30 2023-04-17
CONOCOPHILLIPS   2021-09-21 2023-04-17
COSTCO WHOLESALE CRP DEL   2022-06-02 2023-12-15
CROWN CASTLE INC   2023-04-17 2023-06-28
CVS HEALTH CORP   2023-04-20 2023-11-17
D R HORTON INC   2023-04-17 2023-07-31
DANAHER CORP DEL   2020-03-19 2023-04-17
DATADOG   2023-05-18 2023-12-04
DEERE CO   2023-04-17 2023-12-07
DIGITAL RLTY TR INC   2023-06-26 2023-11-07
DOW INC REG   2023-04-20 2023-11-17
DUKE ENERGY CORP NEW   2023-04-20 2023-11-17
EASTMAN CHEMICAL CO   2023-04-20 2023-11-17
EATON CORP PLC   2023-04-17 2023-12-04
EDWARDS LIFESCIENCES CRP   2023-05-18 2023-09-29
ELEVANCE HEALTH INC   2022-01-26 2023-01-06
ELEVANCE HEALTH INC   2019-12-04 2023-04-17
ELI LILY & CO   2023-04-17 2023-11-20
ENTERGY CORP NEW   2023-04-17 2023-07-06
EPAM SYSTEMS INC   2023-04-17 2023-05-18
EQUITY RESIDENTAL REIT   2022-01-24 2023-01-04
EQUITY RESIDENTAL REIT   2021-06-18 2023-01-04
EXXON MOBIL CORP   2023-02-09 2023-08-17
FERRARI NV   2023-04-17 2023-05-31
FIFTH THIRD BANCORP   2023-04-17 2023-05-22
FIFTH THIRD BANCORP   2023-04-20 2023-11-17
GARTNER INC   2023-04-17 2023-08-02
GENERAL MOTORS CO   2023-02-16 2023-04-17
GENL DYNAMICS CORP   2023-04-17 2023-08-17
HCA HEALTHCARE INC   2023-04-17 2023-11-06
HESS CORP   2023-04-17 2023-06-30
HEWLETT PACKARD ENTERPRISE CO   2023-04-17 2023-12-07
HILTON WORLDWIDE HOLDINGS INC   2022-11-17 2023-04-17
HILTON WORLDWIDE HOLDINGS INC   2020-09-29 2023-04-17
HOME DEPOT INC   2019-12-04 2023-05-11
HONEYWELL   2022-04-06 2023-02-08
HONEYWELL INTL INC   2020-05-29 2023-07-18
INTERACTIVE BROKERS   2023-04-17 2023-12-19
INTRPUBLIC GRP OF CO   2023-05-18 2023-10-04
INTUIT   2023-04-17 2023-05-30
JOHNSON AND JOHNSON   2023-04-17 2023-06-01
JPMORGAN CHASE & CO   2022-03-31 2023-07-19
KRAFT (THE) HEINZ CO   2023-04-17 2023-09-18
KROGER CO   2023-04-20 2023-11-17
LAUDER ESTEE COS INC   2023-05-30 2023-06-14
LINDE PLC   2023-04-17 2023-11-20
LOWE'S COMPANIES   2023-04-20 2023-11-17
M&T BANK CORPORATION   2023-04-20 2023-11-17
MAGNA INTL INC CL   2023-04-17 2023-06-30
MARVEL TECH INC   2021-03-11 2023-03-15
MARVEL TECH INC   2022-10-07 2023-01-06
MASTERCARD INC   2023-04-17 2023-08-17
MCDONALDS CORP   2022-11-07 2023-05-11
MEDTRONIC PLC   2023-04-20 2023-11-17
MEDTRONIC PLC   2023-04-17 2023-05-12
META PLATFORMS INC   2023-04-17 2023-12-04
MICROSOFT CORP   2019-12-04 2023-12-07
MICROSOFT CORP   2022-09-27 2023-01-06
MORGAN STANLEY   2023-04-20 2023-11-17
NEXTERA ENERGY INC   2022-09-28 2023-04-17
NEXTERA ENERGY INC   2019-12-04 2023-04-17
NIKE INC   2023-01-12 2023-04-17
NORTHROP GRUMMAN   2023-01-03 2023-04-17
NOVARTIS ADR   2023-04-20 2023-11-17
NUTRIEN LTD   2023-04-17 2023-06-06
NVIDIA   2023-02-08 2023-12-04
O'REILY AUTOMOTIVE INC   2023-01-03 2023-04-17
PALO ALTO NETWORKS INC   2023-03-13 2023-04-17
PARKER HANNIFIN CORP   2023-02-10 2023-04-17
PARKER HANNIFIN CORP   2021-02-23 2023-04-17
PEPSICO   2023-04-17 2023-06-23
PHILLIP MORRIS INTL INC   2023-04-20 2023-11-17
PRINCIPLE FINANCIAL GRP   2023-04-17 2023-10-27
PROCTER & GAMBLE   2023-01-06 2023-07-18
PROCTER & GAMBLE CO   2022-05-03 2023-06-22
PROGRESSIVE CRP OHIO   2022-08-09 2023-08-04
PROLOGIS INC   2019-12-04 2023-04-17
REALTY INCM CRP MD   2023-04-17 2023-09-18
SANDOZ GROUP AG   2023-04-20 2023-11-17
SCHLUMBERGER LTD   2022-10-12 2023-04-17
SCHWAB CHARLES CORP   2022-12-21 2023-01-23
SERVICENOW INC   2023-02-10 2023-10-09
STARFBUCKS CORP   2023-02-13 2023-04-17
SYNCHRONY FINL COM   2023-04-17 2023-10-03
TARGET CORP   2023-04-17 2023-08-28
TEXAS INSTRUMENTS   2023-04-20 2023-11-17
TEXAS INSTRUMENTS   2023-04-17 2023-12-07
THE MOSAIC COMPANY   2023-04-17 2023-05-17
THERMO FISHER SCIENTIFIC   2022-11-14 2023-01-31
THERMO FISHER SCIENTIFIC   2019-12-04 2023-06-14
TJX COS INC   2023-04-17 2023-12-04
TORONTO DOMINION BANK   2022-05-10 2023-04-17
TORONTO DOMINION BANK   2022-05-18 2023-12-13
TRUIST FINL CORP   2023-04-17 2023-09-19
UBER TECHNOLOGIES INC   2023-07-18 2023-12-15
UNION PACIFIC CORP   2020-06-01 2023-04-17
UNION PACIFIC CORP   2023-08-02 2023-08-17
UNITED PARCEL SVC   2023-04-17 2023-06-23
UNITEDHLEATH GROUP   2023-04-12 2023-12-15
VALERO ENERGY CORP   2023-02-15 2023-04-17
VERIZON COMMUNICATNS   2023-05-18 2023-07-21
VICI PPTYS INC   2023-04-27 2023-10-06
VISA INC   2022-08-04 2023-06-23
VISA INC   2022-08-05 2023-08-17
WALMART INC   2020-03-17 2023-04-17
WALMART INC   2023-01-06 2023-04-17
WILLIAMS COMPANIES DEL   2023-04-17 2023-10-03
XCEL ENERGY INC   2023-01-12 2023-04-17
ZOETIS INC   2022-11-17 2023-04-17
ZOETIS INC   2020-03-19 2023-04-17
(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 5,436   4,114 1,322
b 1,692   1,443 249
c 23,221   15,012 8,209
d 18,533   16,684 1,849
e 174   163 11
746   834 -88
1,719   1,988 -269
1,635   1,709 -74
1,428   1,276 152
35,243   5,937 29,306
1,132   893 239
1,279   1,015 264
380   418 -38
245   276 -31
509   601 -92
5,545   5,587 -42
7,785   7,370 415
11,151   10,357 794
10,005   10,535 -530
1,904   2,327 -423
12,160   8,934 3,226
295   302 -7
2,559   2,912 -353
15,540   8,231 7,309
11,690   11,639 51
9,074   5,004 4,070
17,484   12,065 5,419
5,667   6,694 -1,027
1,093   1,168 -75
2,289   1,878 411
9,886   5,660 4,226
763   709 54
3,462   3,519 -57
1,719   1,468 251
16,138   17,513 -1,375
629   690 -61
2,299   2,288 11
3,310   2,448 862
1,579   1,869 -290
472   432 40
7,200   4,313 2,887
1,579   1,118 461
4,865   5,431 -566
699   882 -183
359   519 -160
888   1,185 -297
4,232   4,223 9
572   562 10
1,945   2,142 -197
1,794   1,835 -41
680   639 41
7,016   8,420 -1,404
1,484   1,521 -37
3,463   3,776 -313
136   145 -9
3,228   3,454 -226
4,649   4,465 184
6,974   3,922 3,052
4,954   3,641 1,313
809   773 36
16,156   13,734 2,422
1,537   1,559 -22
626   812 -186
841   881 -40
2,007   2,150 -143
15,846   12,162 3,684
904   1,066 -162
295   332 -37
954   1,143 -189
408   361 47
1,620   1,677 -57
1,736   1,790 -54
114   109 5
7,263   8,631 -1,368
283   363 -80
394   371 23
8,777   8,835 -58
225   253 -28
887   821 66
607   438 169
30,236   15,737 14,499
5,775   6,911 -1,136
240   271 -31
3,002   3,274 -272
9,084   6,787 2,297
10,701   10,717 -16
7,103   8,073 -970
1,614   1,584 30
4,559   6,456 -1,897
14,520   10,407 4,113
7,149   6,652 497
14,037   11,647 2,390
6,171   6,422 -251
9,093   7,511 1,582
562   553 9
1,002   1,081 -79
2,717   2,865 -148
11,803   13,086 -1,283
1,944   2,041 -97
16,628   13,926 2,702
8,720   6,470 2,250
3,452   3,741 -289
1,020   934 86
7,992   6,425 1,567
9,453   10,085 -632
10,037   9,781 256
16,752   14,742 2,010
1,450   1,283 167
2,481   3,246 -765
152   174 -22
3,482   4,144 -662
598   808 -210
5,465   5,427 38
10,536   5,678 4,858
354   310 44
9,020   10,658 -1,638
5,129   6,239 -1,110
1,724   2,053 -329
884   843 41
7,199   6,155 1,044
5,877   6,328 -451
2,896   3,283 -387
3,700   3,680 20
7,849   8,322 -473
5,799   6,809 -1,010
1,987   2,274 -287
2,076   1,915 161
19,308   15,112 4,196
11,929   9,496 2,433
1,491   1,465 26
795   728 67
7,795   8,054 -259
6,630   5,633 997
11,341   7,638 3,703
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       1,322
b       249
c       8,209
d       1,849
e       11
      -88
      -269
      -74
      152
      29,306
      239
      264
      -38
      -31
      -92
      -42
      415
      794
      -530
      -423
      3,226
      -7
      -353
      7,309
      51
      4,070
      5,419
      -1,027
      -75
      411
      4,226
      54
      -57
      251
      -1,375
      -61
      11
      862
      -290
      40
      2,887
      461
      -566
      -183
      -160
      -297
      9
      10
      -197
      -41
      41
      -1,404
      -37
      -313
      -9
      -226
      184
      3,052
      1,313
      36
      2,422
      -22
      -186
      -40
      -143
      3,684
      -162
      -37
      -189
      47
      -57
      -54
      5
      -1,368
      -80
      23
      -58
      -28
      66
      169
      14,499
      -1,136
      -31
      -272
      2,297
      -16
      -970
      30
      -1,897
      4,113
      497
      2,390
      -251
      1,582
      9
      -79
      -148
      -1,283
      -97
      2,702
      2,250
      -289
      86
      1,567
      -632
      256
      2,010
      167
      -765
      -22
      -662
      -210
      38
      4,858
      44
      -1,638
      -1,110
      -329
      41
      1,044
      -451
      -387
      20
      -473
      -1,010
      -287
      161
      4,196
      2,433
      26
      67
      -259
      997
      3,703
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 2 109,839
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 1,574
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 1,574
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 1,574
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,700
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,700
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 12
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 10 114
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow114 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowLA
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 arrowTERRY CHRISTOVICH GAY Telephone no.right arrow (504) 593-4214

Located atright arrow601 POYDRAS STREET STE 2300NEW ORLEANSLA ZIP+4right arrow70130
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)
 
No
(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
 
 
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
MARIE ELISE GROTE VICE-PRESIDENT
1.00 		0 0 0
75434 RIVER ROAD
COVINGTON,LA70435
MICHAEL MOSSY CHRISTOVICH VICE-PRESIDENT, PRESIDENT
1.00 		0 0 0
208 GRAY OAK DRIVE
PICAYUNE,MS39466
TERRY CHRISTOVICH GAY TREASURER
1.00 		0 0 0
601 POYDRAS ST SUITE 2300
NEW ORLEANS,LA70130
JEFFREY JAMES CHRISTOVICH SECRETARY
1.00 		0 0 0
10540 DRAPER AVENUE
LOS ANGELES,CA90064
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 arrow0
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
543,769
b
Average of monthly cash balances.......................
1b
10,578
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
554,347
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
554,347
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
8,315
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
546,032
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
27,302
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
27,302
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,574
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,574
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
25,728
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
25,728
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
25,728
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
32,500
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
32,500
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 25,728
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 30,473
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 32,500
a Applied to 2022, but not more than line 2a 30,473
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..... 2,027
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		23,701
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
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

A'S & ACES

1036 ARABELLA ST
NEW ORLEANS,LA70115 		N/A 501(C)(3) OPERATING EXPENSE 500

CHILDREN'S TUMOR FOUNDATION

120 WALL STREET 16TH FLOOR
NEW YORK,NY10005 		N/A 501(C)(3) OPERATING EXPENSE 10,000

GREATER NEW ORLEANS YOUTH ORCHESTRA

7100 ST CHARLES AVE SUITE 207
NEW ORLEANS,LA70118 		N/A 501(C)(3) OPERATING EXPENSE 500

GROUNDS KREWE

3962 MAGAZINE STREET
NEW ORLEANS,LA70115 		N/A 501(C)(3) OPERATING EXPENSE 1,500

HUMANE SOCIETY OF SOUTH MS

2615 25TH AVENUE
GULFPORT,MS39501 		N/A 501(C)(3) OPERATING EXPENSE 5,000

ST JOSEPH'S ABBEY & SEMINARY COLLEGE

75376 RIVER ROAD
ST BENEDICT,LA70457 		N/A 501(C)(3) OPERATING EXPENSE 1,500

TULANE LAW SCHOOL

6329 FRERET STREET
NEW ORLEANS,LA70118 		N/A 501(C)(3) OPERATING EXPENSE 3,000

HOLY NAME OF JESUS SCHOOL

6325 CROWNWELL PI
NEW ORLEANS,LA70118 		N/A 501(C)(3) OPERATING EXPENSE 2,500

FREE CHURCH OF THE ANNUNCIATION

4505 S CLAIBORNE AVE
NEW ORLEANS,LA70125 		N/A 501(C)(3) OPERATING EXPENSE 2,000

PONTCHARTRAIN CONSERVANCY

8001 LAKESHORE DR
NEW ORLEANS,LA70124 		N/A 501(C)(3) OPERATING EXPENSE 1,500

ECOLE BILINGUE DE LA NOUVELLE ORLEANS

821 GENERAL PERSHING ST
NEW ORLEANS,LA70115 		N/A 501(C)(3) OPERATING EXPENSE 1,500

BRIDGE HOUSE GRACE HOUSE

4150 EARHART BLVD
NEW ORLEANS,LA70125 		N/A   OPERATING EXPENSE 1,000

HOLY CROSS SCHOOL

5500 PARIS AVE
NEW ORLEANS,LA70122 		N/A 501(C)(3) OPERATING EXPENSE 2,000
Total .................................right arrow 3a 32,500
bApproved for future payment
Total ................................. right arrow 3b 0
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 13,044  
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 ............ 		    14 109,839  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 122,883 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
122,883
(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.
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with the preparer shown below?
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 Firm's EIN SmallBullet
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Form 990-PF (2023)
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Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE WILLIAM AND MARY LOUISE CHRISTOVICH
 
CHARITABLE FOUNDATION INC
EIN:
46-4337517
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEE 3,660 3,660   0

TY 2023 InvestmentsCorpStockSchedule
Name:
THE WILLIAM AND MARY LOUISE CHRISTOVICH
 
CHARITABLE FOUNDATION INC
EIN:
46-4337517
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET INC 2,901 6,146
AMAZON COM INC 3,940 6,685
APPLE 3,112 13,670
BLACKROCK INC 8,417 9,742
COSTCO WHOLESALE CRP DEL 954 1,320
HOME DEPOT INC. 1,801 2,426
JPMORGAN CHASE & CO 7,484 9,866
MICROSOFT CORP 8,260 18,426
THERMO FISHER SCIENTIFIC 1,360 1,592
UNION PACIFIC CORP 2,074 2,211
VISA INC CL A SHRS 1,293 1,562
ZOETIS INC 723 987
CHEVRON CORP 3,888 3,431
BROADCOM INC 4,694 8,930
MCDONALDS CORP COM 3,351 3,558
O'REILLY AUTOMOTIVE INC 1,691 1,900
PROCTER & GAMBLE CO 1,076 1,026
PROGRESSIVE CRP OHIO 1,001 1,274
ALLSTATE 3,153 3,500
AMERICAN EXPRESS COMPANY 7,007 8,056
APPLIED MATERIAL INC 1,116 1,621
ASTRAZENE CA PLC 1,172 1,145
AUTODESK INC 1,388 1,704
BECTON DICKINSON CO 7,087 6,827
BIOMARIN PHARMACEUTICALS 1,201 1,157
BLUE OWL CAP INC 3,556 4,112
CHENIERE ENERGY 905 1,024
COMCAST CORP 6,205 7,016
CONSOLIDATED EDISON INC 4,324 4,367
CSX CORP 5,344 6,067
D R HORTON INC 4,285 6,231
DATADOG INC 820 1,092
DEERE CO 3,446 3,599
DIGITAL RLTY TR INC 6,428 7,536
EATON CORP PLC 5,535 7,225
ELI LILLY & CO 5,128 6,995
EMERSON ELEC CO 6,830 7,494
EXXON MOBIL CORP 10,380 8,998
FERRARI NV 842 1,015
GENL DYNAMICS CORP 3,285 3,635
HCA HEALTHCARE INC 4,947 4,872
HESS CORP 886 865
HEWLETT PACKARD 5,799 5,909
HP INC 3,498 3,490
HUMANA INC 989 916
INTL BUSINESS MACHINES 7,196 8,178
INTRPUBLIC GRP OF CO 6,930 6,038
INTUIT INC 881 1,250
INTUITIVE SURGICAL INC 1,392 1,687
KINDER MORGAN INC 5,520 5,504
KRAFT (THE) HEINZ CO 6,370 6,065
LINDE PLC 723 821
LOWE'S COMPANIES INC 17,511 18,472
MAGNA INTL INC 6,800 7,090
MASTERCARD INC 2,226 2,559
MEDTRONIC PLC 24,082 23,725
META PLATFORMS INC 3,256 4,248
MONGODB INC 1,502 1,635
NVIDIA 3,751 6,438
PEPSICO INC 8,180 7,643
PRINCIPAL FINANCIAL GRP 4,726 4,799
REALTY INCM CRP 3,680 3,445
S&P GLOBAL INC 1,594 1,762
SERVICENOW INC 1,384 2,119
SYNCHRONY FINL COM 5,221 6,607
SYNOPSYS INC 1,373 1,545
T-MOBILE US INC 1,176 1,283
TAKE TWO INTER SOFTWARE 1,018 1,127
TESLA INC 2,793 3,230
TEXAS INSTRUMENTS 21,258 20,626
TJX COS INC NEW 1,394 1,689
TOPBUILD CORP 1,312 1,497
TRUIST FINL CORP 4,380 4,947
UBER TECHNOLOGIES INC 797 1,047
UNITEDHEALTH GROUP INC 7,565 7,897
UNITY SOFTWARE INC 1,102 1,145
VICI PPTYS INC 3,514 3,443
WELLTOWER INC 4,415 4,779
WILLIAMS COMPANIES DEL 6,848 7,593
BANK OF MONTREAL 17,174 18,502
CVS HEALTH CORP 16,286 17,608
DUKE ENERGY CORP NEW 16,764 16,497
EASTMAN CHEMICAL CO COM 15,200 16,707
FIFTH THIRD BANCORP 15,651 19,418
KROGER CO 17,188 16,547
M&T BANK CORPORATION 15,730 16,861
MORGAN STANLEY 17,255 17,811
NOVARTIS ADR 15,004 16,256
PHILIP MORRIS INTL INC 16,416 15,711

TY 2023 OtherProfessionalFeesSchedule
Name:
THE WILLIAM AND MARY LOUISE CHRISTOVICH
 
CHARITABLE FOUNDATION INC
EIN:
46-4337517
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISORY FEE 5,516 5,516   0
MISCELLANEOUS EXPENSE 493 493   0


TY 2023 TaxesSchedule
Name:
THE WILLIAM AND MARY LOUISE CHRISTOVICH
 
CHARITABLE FOUNDATION INC
EIN:
46-4337517
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL INCOME TAX 1,700 0   0
FOREIGN TAX 190 0   0