Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 04-01-2023 , and ending 03-31-2024
Name of foundation
WILLIAM A BADGER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

74-6087935
B Telephone number (see instructions)

(888) 730-4933
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$74,222,613J 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... 1,680,241 1,676,303  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,115,976
b Gross sales price for all assets on line 6a 38,655,277
7 Capital gain net income (from Part IV, line 2)... 6,115,976
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
9,634 9,634  
12 Total. Add lines 1 through 11........ 7,805,851 7,801,913  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 225,203 202,683   22,520
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
7,000 0 0 7,000
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,068 0 0 1,068
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
167,659 3,929   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
100 100    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 401,030 206,712 0 30,588
25 Contributions, gifts, grants paid....... 3,478,677 3,478,677
26 Total expenses and disbursements. Add lines 24 and 25 3,879,707 206,712 0 3,509,265
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,926,144
b Net investment income (if negative, enter -0-) 7,595,201
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.............   11,838 11,838
2 Savings and temporary cash investments......... 3,406,259 4,799,004 4,799,004
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)....... 8,495,978 Click to see attachment
List of Attached Documents:
// Content
9,987,332 		31,256,983
c Investments—corporate bonds (attach schedule)....... 9,658,396 Click to see attachment
List of Attached Documents:
// Content
10,102,013 		9,848,051
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).......... 24,260,974 Click to see attachment
List of Attached Documents:
// Content
24,843,806 		28,306,737
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) 45,821,607 49,743,993 74,222,613
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........ 45,821,607 49,743,993
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)..... 45,821,607 49,743,993
30 Total liabilities and net assets/fund balances (see instructions). 45,821,607 49,743,993
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
45,821,607
2
Enter amount from Part I, line 27a .....................
2
3,926,144
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
6,803
4
Add lines 1, 2, and 3 ..........................
4
49,754,554
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
10,561
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
49,743,993
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 71781.105 INV OPP DEVELOP MRKTS-R6 7038   2022-10-19 2023-04-12
b 773.22 FHLMC POOL #G18461 2.500% 4/01/28   2013-05-09 2023-04-15
c 94.3 FNMA POOL MA0318 4.500% 2/01/30   2012-11-05 2023-04-25
d 225000. FIFTH THIRD BANCORP 1.625% 5/05/23   2020-06-23 2023-05-05
e 65900. INVESCO OPTIMUM YIELD DIVERSIF ETF   2020-04-01 2023-05-10
11396. FINANCIAL SELECT SECTOR SPDR   2023-02-02 2023-05-10
516.947 AGILITY MULTI-ASSET INCOME FUND   2015-09-28 2023-05-10
699.96 FHLMC POOL #G18461 2.500% 4/01/28   2013-05-09 2023-05-15
100000. US TREASURY NOTE 1.625% 2/15/26   2021-10-27 2023-05-23
100000. US TREASURY NOTE 1.375% 1/31/25   2020-03-30 2023-05-23
114.96 FNMA POOL MA0318 4.500% 2/01/30   2012-11-05 2023-05-25
100000. US TREASURY NOTE 2.250% 12/31/24   2019-05-13 2023-06-06
200000. US TREASURY NOTE 2.250% 12/31/24   2019-05-13 2023-06-09
60000. US TREASURY NOTE 1.375% 1/31/25   2020-03-30 2023-06-09
2882. AMAZON COM INC COM   2021-09-02 2023-06-14
1034. APPLE INC   2008-02-11 2023-06-14
1381. ARISTA NETWORKS INC   2018-10-10 2023-06-14
296. BROADCOM INC   2018-02-09 2023-06-14
104. CHIPOTLE MEXICAN GRILL INC   2021-10-14 2023-06-14
1812. DEXCOM INC   2020-12-08 2023-06-14
1440. META PLATFORMS INC   2013-11-05 2023-06-14
1671. ISHARES CORE S&P MIDCAP ETF   2009-01-21 2023-06-14
653. MICROSOFT CORP   2015-11-18 2023-06-14
423. NVIDIA CORP   2019-05-22 2023-06-14
620. PALO ALTO NETWORKS INC   2017-11-30 2023-06-14
1116. SALESFORCE INC   2022-11-08 2023-06-14
82. SALESFORCE INC   2019-10-30 2023-06-14
563. VISA INC-CLASS A SHRS   2013-06-27 2023-06-14
749.69 FHLMC POOL #G18461 2.500% 4/01/28   2013-05-09 2023-06-15
132. ADOBE SYS INC   2022-11-08 2023-06-21
1214. ALPHABET INC CL C   2014-09-11 2023-06-21
3447. AMAZON COM INC COM   2010-11-24 2023-06-21
1850. AMERICAN TOWER CORP   2010-12-28 2023-06-21
858. APPLE INC   2008-11-21 2023-06-21
633. ARISTA NETWORKS INC   2018-10-10 2023-06-21
68.99986 BANK OF AMERICA CORP   2023-02-02 2023-06-21
4535.00014 BANK OF AMERICA CORP   2023-02-02 2023-06-21
2094. BOSTON SCIENTIFIC CORP COM   2015-04-14 2023-06-21
175. BROADCOM INC   2018-07-13 2023-06-21
828. CANADIAN PACIFIC KANSAS CITY L   2019-10-02 2023-06-21
68. CHIPOTLE MEXICAN GRILL INC   2022-03-11 2023-06-21
59. DANAHER CORP   2012-06-26 2023-06-21
1173. DEXCOM INC   2018-09-12 2023-06-21
3130. WALT DISNEY CO   2023-06-14 2023-06-21
657. META PLATFORMS INC   2013-11-05 2023-06-21
400. INTERCONTINENTAL EXCHANGE INC   2019-03-25 2023-06-21
17570. INVESCO OPTIMUM YIELD DIVERSIF ETF   2020-04-01 2023-06-21
26466. ISHARES CORE U.S. AGGREGATE ETF   2022-12-19 2023-06-21
2166. ISHARES CORE S&P MIDCAP ETF   2009-01-21 2023-06-21
93. ESTEE LAUDER COMPANIES INC   2020-12-03 2023-06-21
780. NVIDIA CORP   2019-05-22 2023-06-21
647. PALO ALTO NETWORKS INC   2017-11-30 2023-06-21
591. S&P GLOBAL INC   2014-12-29 2023-06-21
929. SALESFORCE INC   2022-11-08 2023-06-21
513. SALESFORCE INC   2014-05-23 2023-06-21
223. ULTA BEAUTY INC   2020-06-04 2023-06-21
451. VERTEX PHARMACEUTICALS INC COM   2018-04-04 2023-06-21
662. VISA INC-CLASS A SHRS   2013-06-27 2023-06-21
32785.387 VIRTUS ALPHASIM GLBL ALT-R6   2016-11-11 2023-06-21
70. ACCENTURE PLC   2010-11-24 2023-06-21
89.9 FNMA POOL MA0318 4.500% 2/01/30   2012-11-05 2023-06-25
13264. ISHARES SHORT TREASURY BOND ETF   2023-06-21 2023-07-11
16433. ISHARES PREFERRED & INCOME S ETF   2022-10-19 2023-07-11
786.39 FHLMC POOL #G18461 2.500% 4/01/28   2013-05-09 2023-07-15
92.29 FNMA POOL MA0318 4.500% 2/01/30   2012-11-05 2023-07-25
691.61 FHLMC POOL #G18461 2.500% 4/01/28   2013-05-09 2023-08-15
5562. AMEX ENERGY SELECT SPDR   2023-05-10 2023-08-15
7515. AMEX ENERGY SELECT SPDR   2022-07-28 2023-08-15
100000. PNC FINANCIAL SERVIC 3.500% 1/23/24   2019-02-19 2023-08-16
90000. US TREASURY NOTE 1.375% 1/31/25   2021-08-25 2023-08-16
82.33 FNMA POOL MA0318 4.500% 2/01/30   2012-11-05 2023-08-25
684.53 FHLMC POOL #G18461 2.500% 4/01/28   2013-05-09 2023-09-15
7081. INVESCO ULTRA SHORT DURATION   2022-11-08 2023-09-22
42006. INVESCO ULTRA SHORT DURATION   2023-09-14 2023-09-22
113.95 FNMA POOL MA0318 4.500% 2/01/30   2012-11-05 2023-09-25
250000. ADOBE INC 1.900% 2/01/25   2020-03-02 2023-10-04
658.12 FHLMC POOL #G18461 2.500% 4/01/28   2013-05-09 2023-10-15
139.3333 VERALTO CORP   2023-08-15 2023-10-19
618.6667 VERALTO CORP   2010-11-24 2023-10-19
127.21 FNMA POOL MA0318 4.500% 2/01/30   2012-11-05 2023-10-25
170000. US TREASURY NOTE 1.375% 1/31/25   2020-02-04 2023-10-26
48148. INVESCO ULTRA SHORT DURATION   2022-11-08 2023-10-31
100000. BANK OF NEW YORK MEL 3.250% 9/11/24   2019-06-05 2023-11-03
200000. ROYAL BANK OF CANADA 2.550% 7/16/24   2019-09-10 2023-11-03
80000. US TREASURY NOTE 1.375% 1/31/25   2020-02-04 2023-11-03
641.97 FHLMC POOL #G18461 2.500% 4/01/28   2013-05-09 2023-11-15
150000. US TREASURY NOTE 1.625% 2/15/26   2021-11-01 2023-11-17
167000. AMERICAN INTL GROUP 2.500% 6/30/25   2020-11-18 2023-11-20
84.38 FNMA POOL MA0318 4.500% 2/01/30   2012-11-05 2023-11-25
100000. PNC FINANCIAL SERVIC 3.500% 1/23/24   2019-02-19 2023-11-28
631.74 FHLMC POOL #G18461 2.500% 4/01/28   2013-05-09 2023-12-15
100.17 FNMA POOL MA0318 4.500% 2/01/30   2012-11-05 2023-12-25
630.65 FHLMC POOL #G18461 2.500% 4/01/28   2013-05-09 2023-12-31
102.02 FNMA POOL MA0318 4.500% 2/01/30   2012-11-05 2023-12-31
100000. HONEYWELL INTERNATIO 2.300% 8/15/24   2019-10-08 2024-01-02
5786. BANK OF AMERICA CORP   2023-01-26 2024-01-22
125000. US TREASURY NOTE 3.250% 6/30/27   2022-08-22 2024-01-22
82304. VANGUARD LONG-TERM BOND ETF   2023-02-08 2024-01-22
33335. VANGUARD LONG-TERM BOND ETF   2023-09-22 2024-01-22
38205. VANGUARD LONG-TERM BOND ETF   2022-10-07 2024-01-22
636.68 FHLMC POOL #G18461 2.500% 4/01/28   2013-05-09 2024-02-15
327. MICROSOFT CORP   2023-08-15 2024-02-15
925. MICROSOFT CORP   2016-02-04 2024-02-15
717. NVIDIA CORP   2019-05-22 2024-02-15
175000. US TREASURY NOTE 2.125% 5/31/26   2022-07-06 2024-02-20
88.19 FNMA POOL MA0318 4.500% 2/01/30   2012-11-05 2024-02-25
500000. US TREASURY NOTE 2.250% 2/15/27   2022-02-25 2024-03-06
639.99 FHLMC POOL #G18461 2.500% 4/01/28   2013-05-09 2024-03-15
97.27 FNMA POOL MA0318 4.500% 2/01/30   2012-11-05 2024-03-25
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,811,666   2,431,080 380,586
b 773   806 -33
c 94   102 -8
d 225,000   230,832 -5,832
e 915,153   776,757 138,396
364,503   419,202 -54,699
449,442   500,000 -50,558
700   730 -30
93,711   102,352 -8,641
94,922   104,844 -9,922
115   124 -9
96,160   100,160 -4,000
192,180   200,320 -8,140
56,784   62,704 -5,920
362,981   453,910 -90,929
189,975   4,011 185,964
232,080   79,100 152,980
257,846   64,555 193,291
213,784   186,811 26,973
232,004   152,930 79,074
391,271   71,801 319,470
427,694   83,461 344,233
219,570   34,951 184,619
178,759   16,140 162,619
147,415   30,165 117,250
233,335   165,048 68,287
17,145   12,907 4,238
126,268   35,370 90,898
750   781 -31
63,138   40,247 22,891
147,262   35,024 112,238
428,304   48,026 380,278
348,676   93,300 255,376
157,196   2,512 154,684
95,781   36,257 59,524
1,995   2,500 -505
131,151   164,280 -33,129
112,712   72,205 40,507
148,572   35,562 113,010
65,075   35,054 30,021
140,611   102,677 37,934
14,029   2,268 11,761
149,888   40,183 109,705
277,207   289,397 -12,190
183,565   32,308 151,257
44,595   29,516 15,079
247,559   204,076 43,483
2,595,942   2,615,174 -19,232
552,350   108,185 444,165
18,089   22,596 -4,507
331,574   29,762 301,812
154,333   31,479 122,854
229,584   53,285 176,299
195,148   137,392 57,756
107,762   27,474 80,288
101,556   63,310 38,246
154,480   72,834 81,646
150,313   30,594 119,719
337,034   323,623 13,411
21,949   3,100 18,849
90   97 -7
1,460,288   1,463,019 -2,731
504,975   500,469 4,506
786   820 -34
92   100 -8
692   721 -29
487,956   442,647 45,309
659,293   563,735 95,558
98,906   100,986 -2,080
85,243   92,538 -7,295
82   89 -7
685   714 -29
351,449   349,120 2,329
2,084,871   2,094,591 -9,720
114   123 -9
238,763   252,647 -13,884
658   686 -28
9,951   12,451 -2,500
44,184   7,416 36,768
127   138 -11
161,965   171,813 -9,848
2,390,601   2,373,879 16,722
97,838   103,453 -5,615
195,554   202,654 -7,100
76,403   79,809 -3,406
642   669 -27
140,027   153,258 -13,231
159,705   178,338 -18,633
84   91 -7
99,608   100,986 -1,378
632   658 -26
100   108 -8
631   657 -26
102   110 -8
98,250   102,521 -4,271
188,072   210,657 -22,585
121,670   125,386 -3,716
5,956,482   6,154,167 -197,685
2,412,511   2,300,948 111,563
2,764,962   2,627,104 137,858
637   664 -27
132,421   106,002 26,419
374,587   47,923 326,664
523,161   27,358 495,803
166,141   170,707 -4,566
88   95 -7
471,895   496,129 -24,234
640   667 -27
97   105 -8
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
      296
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       380,586
b       -33
c       -8
d       -5,832
e       138,396
      -54,699
      -50,558
      -30
      -8,641
      -9,922
      -9
      -4,000
      -8,140
      -5,920
      -90,929
      185,964
      152,980
      193,291
      26,973
      79,074
      319,470
      344,233
      184,619
      162,619
      117,250
      68,287
      4,238
      90,898
      -31
      22,891
      112,238
      380,278
      255,376
      154,684
      59,524
      -505
      -33,129
      40,507
      113,010
      30,021
      37,934
      11,761
      109,705
      -12,190
      151,257
      15,079
      43,483
      -19,232
      444,165
      -4,507
      301,812
      122,854
      176,299
      57,756
      80,288
      38,246
      81,646
      119,719
      13,411
      18,849
      -7
      -2,731
      4,506
      -34
      -8
      -29
      45,309
      95,558
      -2,080
      -7,295
      -7
      -29
      2,329
      -9,720
      -9
      -13,884
      -28
      -2,500
      36,768
      -11
      -9,848
      16,722
      -5,615
      -7,100
      -3,406
      -27
      -13,231
      -18,633
      -7
      -1,378
      -26
      -8
      -26
      -8
      -4,271
      -22,585
      -3,716
      -197,685
      111,563
      137,858
      -27
      26,419
      326,664
      495,803
      -4,566
      -7
      -24,234
      -27
      -8
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 6,115,976
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) 1 105,573
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........................... 3 105,573
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- ..... 5 105,573
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 156,280
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.............. 7 156,280
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 50,707
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow50,707 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 arrowTX
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowWELLS FARGO BANK NA Telephone no.right arrow (800) 352-3705

Located atright arrow100 N MAIN ST FL 5D4001-052WINSTON SALEMNC ZIP+4right arrow27101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
WELLS FARGO BANK N A TRUSTEE
1 		225,203    
100 N MAIN ST FL 5 D4001-052
WINSTONSALEM,NC27101
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
63,641,126
b
Average of monthly cash balances.......................
1b
5,122,218
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
68,763,344
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
68,763,344
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,031,450
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
67,731,894
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,386,595
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
3,386,595
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
105,573
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
105,573
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,281,022
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,281,022
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
3,281,022
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
3,509,265
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
3,509,265
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 3,281,022
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 611
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$ 3,509,265
a Applied to 2022, but not more than line 2a 611
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..... 3,281,022
e Remaining amount distributed out of corpus 227,632
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 5 227,632
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 ...... 		227,632
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.... 227,632
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ST PAULS EPISCOPAL CHURCH

84 E OAKLAND AVE
DOYLESTOWN,PA18901 		NONE PC GENERAL OPERATING 173,934

TOWN OF EDINBURGH FBO REST HAVEN

107 S HOLLAND ST
EDINBURGH,IN46124 		NONE PC GENERAL OPERATING 173,934

METHODIST CHILDRENS HOME OF WACO

1111 HERRING AVE
WACO,TX76708 		NONE PC GENERAL OPERATING 1,217,537

BAYLOR UNIVERSITY

ONE BEAR PLACE NO 97026
WACO,TX767987026 		NONE PC GENERAL OPERATING 1,391,470

PAUL QUINN COLLEGE

3837 SIMPSON STUART RD
DALLAS,TX75241 		NONE PC GENERAL OPERATING 173,934

CITY OF WACO FBO OAKWOOD CEMETERY

PO BOX 2570
WACO,TX767022570 		NONE PC GENERAL OPERATING 173,934

EDINBURGH UNITED METHODIST CHURCH

107 W CAMPBELL ST
EDINBURGH,IN46124 		NONE PC GENERAL SUPPORT 173,934
Total .................................right arrow 3a 3,478,677
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 1,680,241  
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 6,115,976  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP/S-CORP 		    1 9,634  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   7,805,851  
13Total. Add line 12, columns (b), (d), and (e)..................
13
7,805,851
(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:
WILLIAM A BADGER FOUNDATION
EIN:
74-6087935
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,068     1,068

TY 2023 InvestmentsCorpBondsSchedule
Name:
WILLIAM A BADGER FOUNDATION
EIN:
74-6087935
Name of Bond End of Year Book Value End of Year Fair Market Value
92826CAC6 VISA INC    
02665WCA7 AMERICAN HONDA FINAN    
78013XZU5 ROYAL BANK OF CANADA    
57636QAN4 MASTERCARD INC 259,135 242,773
9128284A5 US TREASURY NOTE    
40434LAA3 HP INC 262,621 240,630
654106AH6 NIKE INC 211,394 194,650
91324PDJ8 UNITEDHEALTH GROUP    
316773CZ1 FIFTH THIRD BANCORP    
693475AV7 PNC FINANCIAL SERVIC    
377372AH0 GLAXOSMITHKLINE CAP    
912828Z52 US TREASURY NOTE    
606822BD5 MITSUBISHI UFJ FIN    
023135BQ8 AMAZON.COM INC 250,238 238,235
14040HBT1 CAPITAL ONE FINANCIA 208,568 197,276
863667BA8 STRYKER CORP 253,073 237,693
46625HJE1 JPMORGAN CHASE & CO    
89114QBG2 TORONTO-DOMINION BAN    
166764AB6 CHEVRON CORP 2.355%    
438516BW5 HONEYWELL INTERNATIO 102,521 98,763
42824CBK4 HP ENTERPRISE CO 256,838 233,348
9128283P3 US TREASURY NOTE    
912828WE6 US TREASURY NOTE 2.7    
20030NBX8 COMCAST CORP    
68389XBA2 ORACLE CORP 2.800% 7    
136069TY7 CANADIAN IMPERIAL BA    
14913R2K2 CATERPILLAR FINL SER 247,437 231,448
912828V23 US TREASURY NOTE    
0641593U8 BANK OF NOVA SCOTIA 246,469 231,205
89236TFN0 TOYOTA MOTOR CREDIT    
037833AR1 APPLE INC 2.850% 5/0    
00287YAQ2 ABBVIE INC 222,498 196,294
808513BF1 CHARLES SCHWAB CORP 251,350 230,385
06051GFW4 BANK OF AMERICA CORP    
9128283U2 US TREASURY NOTE    
026874DQ7 AMERICAN INTL GROUP    
06366RJJ5 BANK OF MONTREAL 2.5    
00724PAB5 ADOBE INC    
459200HG9 IBM CORP 1.875% 8/01    
713448CX4 PEPSICO INC    
06406HCX5 BANK OF NEW YORK MEL 103,453 98,905
9128282N9 US TREASURY NOTE 2.1    
10373QBE9 BP CAP MARKETS AMERI 274,170 243,033
37940XAE2 GLOBAL PAYMENTS INC 242,989 231,258
912828P46 US TREASURY NOTE 1.6 253,631 236,408
912828V98 US TREASURY NOTE    
3135G05Y5 FED NATL MTG ASSN 219,955 220,398
92343VDY7 VERIZON COMMUNICATIO 198,305 195,754
20030NEA5 COMCAST CORP 103,815 101,907
9128286X3 US TREASURY NOTE 215,395 213,626
24422EWR6 JOHN DEERE CAPITAL 99,288 100,213
91282CEN7 US TREASURY NOTE 2.7 489,395 476,135
91282CFU0 US TREASURY NOTE 4.1 495,410 496,035
91282CEW7 US TREASURY NOTE 3.2 463,550 458,708
91282CGP0 US TREASURY NOTE 493,438 494,160
91324PEP3 UNITEDHEALTH GROUP 101,024 101,833
00206RKG6 AT&T INC 86,375 88,560
031162CT5 AMGEN INC 120,757 120,379
06051GFX2 BANK OF AMERICA CORP 105,989 106,675
26441CBS3 DUKE ENERGY CORP 127,794 127,006
38148LAE6 GOLDMAN SACHS GROUP 116,408 117,766
45866FAD6 INTERCONTINENTALEXCH 96,162 97,800
459200JZ5 IBM CORP 94,696 96,487
46124HAC0 INTUIT INC 140,301 143,082
46647PDA1 VR JPMORGAN CHASE & 196,956 195,384
67103HAF4 O'REILLY AUTOMOTIVE 70,918 71,667
717081EP4 PFIZER INC 158,017 162,988
78016HZS2 ROYAL BANK OF CANADA 189,548 191,892
91282CCL3 US TREASURY NOTE 291,650 302,656
91282CEX5 US TREASURY NOTE 3.0 288,363 293,274
91282CHE4 US TREASURY NOTE 368,373 365,494
91282CJA0 US TREASURY NOTE 426,325 431,124
91282CJW2 US TREASURY NOTE 98,957 98,969
91282CKD2 US TREASURY NOTE 503,301 500,665
961214DW0 WESTPAC BANKING CORP 95,163 95,110

TY 2023 InvestmentsCorpStockSchedule
Name:
WILLIAM A BADGER FOUNDATION
EIN:
74-6087935
Name of Stock End of Year Book Value End of Year Fair Market Value
437076102 HOME DEPOT INC 429,935 558,905
81762P102 SERVICENOW INC    
518439104 ESTEE LAUDER COMPANI 378,696 456,901
G1151C101 ACCENTURE PLC 48,984 383,351
02079K107 ALPHABET INC CL C 260,574 2,159,656
90384S303 ULTA BEAUTY INC 213,768 513,468
278865100 ECOLAB INC 255,881 556,931
98936J101 ZENDESK INC    
169656105 CHIPOTLE MEXICAN GRI 150,615 622,049
87918A105 TELADOC HEALTH INC    
252131107 DEXCOM INC 106,750 468,667
896239100 TRIMBLE INC    
45866F104 INTERCONTINENTAL EXC 114,063 538,038
983793100 XPO LOGISTICS INC    
023135106 AMAZON COM INC COM 82,639 1,679,518
617446448 MORGAN STANLEY 293,351 549,235
69354M108 PRA HEALTH SCIENCES    
532457108 ELI LILLY & CO COM 242,115 1,007,458
550021109 LULULEMON ATHLETICA    
79466L302 SALESFORCE INC 135,343 812,584
11135F101 BROADCOM INC 171,305 1,117,321
594918104 MICROSOFT CORP 271,945 3,256,794
339041105 FLEETCOR TECHNOLOGIE    
73278L105 POOL CORPORATION    
78409V104 S&P GLOBAL INC 67,350 317,811
101137107 BOSTON SCIENTIFIC CO 193,518 742,158
92532F100 VERTEX PHARMACEUTICA 137,917 356,981
64110L106 NETFLIX INC    
67066G104 NVIDIA CORP 49,146 1,163,785
00507V109 ACTIVISION BLIZZARD    
235851102 DANAHER CORP 150,520 567,863
040413106 ARISTA NETWORKS INC 370,912 1,177,029
31620M106 FIDELITY NATL INFORM    
037833100 APPLE INC 48,655 2,849,312
G66721104 NORWEGIAN CRUISE LIN    
92826C839 VISA INC-CLASS A SHR 119,466 721,422
15135B101 CENTENE CORP DEL 284,131 522,834
892356106 TRACTOR SUPPLY CO CO    
21036P108 CONSTELLATION BRANDS 204,185 462,264
13645T100 CANADIAN PAC RY LTD    
34964C106 FORTUNE BRANDS HOME    
893641100 TRANSDIGM GROUP INC    
016255101 ALIGN TECHNOLOGY INC    
697435105 PALO ALTO NETWORKS I 87,639 516,264
30303M102 META PLATFORMS INC 125,616 1,249,883
09857L108 BOOKING HOLDINGS INC    
3128MMQP1 FHLMC POOL #G18461 2    
464287804 ISHARES CORE S&P SMA    
09260C703 BLACKROCK GL L/S CRE    
14041NFQ9 CAPITAL ONE MULTI-AS    
589509207 MERGER FUND-INST #30    
31641Q755 FIDELITY NEW MRKTS I    
63872T885 ALPHA SIMPLX GLOBAL    
46434G103 ISHARES CORE MSCI EM    
16679L109 CHEWY INC    
90138F102 TWILIO INC    
09186L100 ARES REAL ESTATE INC    
464287465 ISHARES MSCI EAFE ET    
74440Y884 PGIM HIGH YIELD-Q 10    
03027X100 AMERICAN TOWER CORP    
872365713 TCW EMRG MRKTS INC-P    
31417YK89 FNMA POOL MA0318 4.5    
679295105 OKTA INC    
254683CM5 DISCOVER CARD EXECUT    
464288588 ISHARES MBS ETF    
GRA994205 GRAHAM ALT INV FUND    
GTY995331 AGILITY MULTI-ASSET    
001084102 AGCO CORP COM    
64128R608 NEUBERGER BERMAN LON    
46090F100 INVESCO OPTIMUM YIEL    
36262G101 GXO LOGISTICS INC    
19248X604 COHEN & STEERS PR SE    
464287507 ISHARES CORE S&P MID    
00203H859 AQR MANAGED FUTURES    
464287598 ISHARES RUSSELL 1000    
717081103 PFIZER INC 546,723 306,194
060505104 BANK OF AMERICA CORP 274,940 357,434
548661107 LOWES COS INC 394,554 520,159
22160K105 COSTCO WHOLESALE COR 404,194 619,072
166764100 CHEVRON CORP 617,105 600,989
00724F101 ADOBE INC 220,445 364,826
13646K108 CANADIAN PACIFIC KAN 191,783 399,410
256677105 DOLLAR GENERAL CORP 145,174 139,830
30231G102 EXXON MOBIL CORPORAT 595,700 662,568
369550108 GENERAL DYNAMICS COR 290,820 383,621
502431109 L3HARRIS TECHNOLOGIE 289,118 319,437
539830109 LOCKHEED MARTIN CORP 291,604 290,207
573284106 MARTIN MARIETTA MATL 145,679 211,195
87612E106 TARGET CORP 293,471 390,925
G54950103 NEW LINDE PLC 291,003 362,634

TY 2023 InvestmentsOtherSchedule2
Name:
WILLIAM A BADGER FOUNDATION
EIN:
74-6087935
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO      
278865100 ECOLAB INC      
437076102 HOME DEPOT INC      
981558109 WORLDPAY INC      
21036P108 CONSTELLATION BRANDS      
11135F101 BROADCOM INC      
464287804 ISHARES CORE S&P SMA      
464287507 ISHARES CORE S&P MID AT COST 572,989 3,484,046
63872T885 ALPHA SIMPLX GLOBAL      
596278101 MIDDLEBY CORP      
79466L302 SALESFORCE COM INC      
00203H859 AQR MANAGED FUTURES      
3136AHUR9 FED NATL MTG ASSN 2.      
89114QBG2 TORONTO-DOMINION BAN      
31417YK89 FNMA POOL MA0318 4.5 AT COST 4,367 3,971
459200HG9 IBM CORP 1.875% 8/01      
377372AH0 GLAXOSMITHKLINE CAP      
235851102 DANAHER CORP      
594918104 MICROSOFT CORP      
617446448 MORGAN STANLEY      
016255101 ALIGN TECHNOLOGY INC      
87234N765 TCW EMRG MKTS INCM-I      
90385D107 ULTIMATE SOFTWARE GR      
34959J108 FORTIVE CORP      
252131107 DEXCOM INC      
09186L100 ARES REAL ESTATE INC AT COST 429,218 482,304
46434G103 ISHARES CORE MSCI EM      
90384S303 ULTA BEAUTY INC      
00507V109 ACTIVISION BLIZZARD      
040413106 ARISTA NETWORKS INC      
46090F100 INVESCO OPTIMUM YIEL AT COST 729,770 871,452
464287465 ISHARES MSCI EAFE ET      
31641Q755 FIDELITY NEW MRKTS I      
922908553 VANGUARD REAL ESTATE      
9128284A5 US TREASURY NOTE      
482480AC4 KLA-TENCOR CORP 3.37      
147033BN3 CARY ILL 4.550% 11/0      
91159HHL7 US BANCORP      
912828T67 US TREASURY NOTE 1.2      
149123BX8 CATERPILLAR INC 2.60      
747525AD5 QUALCOMM INC      
59156RAX6 METLIFE INC 4.750% 2      
912828V23 US TREASURY NOTE      
912828XR6 US TREASURY NOTE      
14041NFQ9 CAPITAL ONE MULTI-AS      
518439104 ESTEE LAUDER COMPANI      
92532F100 VERTEX PHARMACEUTICA      
015351109 ALEXION PHARMACEUTIC      
64128R608 NEUBERGER BERMAN LON AT COST 1,070,042 1,420,662
02665WCA7 AMERICAN HONDA FINAN      
68389XBA2 ORACLE CORP 2.800% 7      
3135G0H55 FED NATL MTG ASSN      
45866F104 INTERCONTINENTAL EXC      
9128283U2 US TREASURY NOTE      
026874CZ8 AMERICAN INTL GROUP      
67066G104 NVIDIA CORP      
589509207 MERGER FUND-INST #30      
09857L108 BOOKING HOLDINGS INC      
09260C703 BLACKROCK GL L/S CRE      
02079K107 ALPHABET INC CL C      
78409V104 S&P GLOBAL INC      
20605P101 CONCHO RESOURCES INC      
037833AR1 APPLE INC 2.850% 5/0      
89153VAM1 TOTAL CAPITAL INTL 2      
89236TFN0 TOYOTA MOTOR CREDIT      
166764AB6 CHEVRON CORP 2.355%      
097023105 BOEING CO      
191216100 COCA COLA CO      
G50871105 JAZZ PHARMACEUTICALS      
30303M102 FACEBOOK INC      
697435105 PALO ALTO NETWORKS I      
G66721104 NORWEGIAN CRUISE LIN      
693475AV7 PNC FINANCIAL SERVIC      
92826CAC6 VISA INC      
06366RJJ5 BANK OF MONTREAL 2.5      
G0177J108 ALLERGAN PLC      
64110L106 NETFLIX INC      
GTY995004 GAI AGILITY INCOME F      
4812C0803 JPMORGAN HIGH YIELD      
34964C106 FORTUNE BRANDS HOME      
444859BC5 HUMANA INC 2.625% 10      
931142EG4 WALMART INC      
912828H52 US TREASURY NOTE 1.2      
914115E89 UNIV OF CENTRAL ARKA      
G1151C101 ACCENTURE PLC      
77958B402 T ROWE PRICE INST FL      
03027X100 AMERICAN TOWER CORP      
17275RAP7 CISCO SYSTEMS INC 2.      
91324PDJ8 UNITEDHEALTH GROUP      
3130A7CV5 FED HOME LN BK      
075887AW9 BECTON DICKINSON 3.2      
46625HJE1 JPMORGAN CHASE & CO      
3128MMQP1 FHLMC POOL #G18461 2 AT COST 21,579 19,821
912828WE6 US TREASURY NOTE 2.7      
892356106 TRACTOR SUPPLY CO CO      
69354M108 PRA HEALTH SCIENCES      
GRA994205 GRAHAM ALT INV FUND AT COST 2,465,921 2,210,885
922042858 VANGUARD FTSE EMERGI AT COST 580,982 584,780
73278L105 POOL CORPORATION      
78463X863 SPDR DJ WILSHIRE INT      
92826C839 VISA INC-CLASS A SHR      
15135B101 CENTENE CORP DEL      
61174X109 MONSTER BEVERAGE COR      
983793100 XPO LOGISTICS INC      
893641100 TRANSDIGM GROUP INC      
961214CS0 WESTPAC BANKING CORP      
96950FAD6 WILLIAMS PARTNERS LP      
912828U32 US TREASURY NOTE      
023135106 AMAZON COM INC COM      
037833100 APPLE INC      
14040HBT1 CAPITAL ONE FINANCIA      
713448CX4 PEPSICO INC      
912828Z52 US TREASURY NOTE      
GTY995331 AGILITY MULTI-ASSET      
06406HCX5 BANK OF NEW YORK MEL      
9128283P3 US TREASURY NOTE      
438516BW5 HONEYWELL INTERNATIO      
4812C0126 JPMORGAN HIGH YIELD-      
550021109 LULULEMON ATHLETICA      
254683CM5 DISCOVER CARD EXECUT      
912828QN3 US TREASURY NOTE 3.1      
13645T100 CANADIAN PAC RY LTD      
31620M106 FIDELITY NATL INFORM      
00724PAB5 ADOBE INC      
06051GFW4 BANK OF AMERICA CORP      
20030NBX8 COMCAST CORP      
78013XZU5 ROYAL BANK OF CANADA      
169656105 CHIPOTLE MEXICAN GRI      
81762P102 SERVICENOW INC      
136069TY7 CANADIAN IMPERIAL BA      
606822BD5 MITSUBISHI UFJ FIN      
57636QAN4 MASTERCARD INC      
9128282N9 US TREASURY NOTE 2.1      
74440Y884 PGIM HIGH YIELD-Q 10      
19248X604 COHEN & STEERS PR SE      
81369Y605 FINANCIAL SELECT SEC      
81369Y506 AMEX ENERGY SELECT S AT COST 615,762 721,670
46090A887 INVESCO ULTRA SHORT AT COST 2,740,897 2,773,485
00143W859 INV OPP DEVELOP MRKT      
63872T448 ALPHA SIMPLX GLOBAL      
464288588 ISHARES MBS ETF AT COST 192,204 164,785
464288687 ISHARES PREFERRED &      
464287226 ISHARES CORE U.S. AG AT COST 6,141,969 6,127,910
921937793 VANGUARD LONG-TERM B      
464288646 ISHARES 1-5Y INV GRA AT COST 5,531,502 5,533,574
464288679 ISHARES SHORT TREASU AT COST 1,465,379 1,469,077
779562206 T ROWE PR NEW HORIZO AT COST 500,000 506,928
78468R408 SPDR BLOOMBERG SHORT AT COST 614,364 615,999
81369Y209 HEALTH CARE SELECT S AT COST 1,166,861 1,315,388

TY 2023 LegalFeesSchedule
Name:
WILLIAM A BADGER FOUNDATION
EIN:
74-6087935
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 3,500     3,500
LEGAL FEES - INCOME (ALLOCABLE 3,500     3,500


TY 2023 OtherDecreasesSchedule
Name:
WILLIAM A BADGER FOUNDATION
EIN:
74-6087935
Description Amount
MUTUAL FUND TIMING ADJ 7,943
CY PURCHASE OF ACCRUED INTEREST 2,618


TY 2023 OtherExpensesSchedule
Name:
WILLIAM A BADGER FOUNDATION
EIN:
74-6087935
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 100 100   0


TY 2023 OtherIncomeSchedule2
Name:
WILLIAM A BADGER FOUNDATION
EIN:
74-6087935
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FROM PARTNERSHIP/S-CORP 9,634 9,634  


TY 2023 OtherIncreasesSchedule
Name:
WILLIAM A BADGER FOUNDATION
EIN:
74-6087935
Description Amount
PY PURCHASE OF ACCRUED INTEREST 6,803


TY 2023 TaxesSchedule
Name:
WILLIAM A BADGER FOUNDATION
EIN:
74-6087935
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,422 2,422   0
FEDERAL TAX PAYMENT - PRIOR YE 7,450 0   0
FEDERAL ESTIMATES - PRINCIPAL 156,280 0   0
FOREIGN TAXES ON NONQUALIFIED 1,507 1,507   0