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
MAUD E WILSON TRUST U W
 
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

59-6210163
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$2,970,641J 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... 81,754 81,466  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -13,493
b Gross sales price for all assets on line 6a 1,648,281
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,499    
12 Total. Add lines 1 through 11........ 69,760 81,466  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 35,188 31,669   3,519
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
1,612 0 0 1,612
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,072 0 0 1,072
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,995 1,995   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,851 1,851   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
22 22    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 41,740 35,537 0 6,203
25 Contributions, gifts, grants paid....... 162,500 162,500
26 Total expenses and disbursements. Add lines 24 and 25 204,240 35,537 0 168,703
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -134,480
b Net investment income (if negative, enter -0-) 45,929
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 57,785 74,005 74,005
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)....... 864,655 Click to see attachment
List of Attached Documents:
// Content
677,141 		1,024,238
c Investments—corporate bonds (attach schedule)....... 729,736    
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,098,737 Click to see attachment
List of Attached Documents:
// Content
1,861,801 		1,872,398
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,750,913 2,612,947 2,970,641
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,750,913 2,612,947
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,750,913 2,612,947
30 Total liabilities and net assets/fund balances (see instructions). 2,750,913 2,612,947
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,750,913
2
Enter amount from Part I, line 27a .....................
2
-134,480
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
370
4
Add lines 1, 2, and 3 ..........................
4
2,616,803
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,856
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,612,947
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 10. ALPHABET INC CL C   2022-10-19 2023-01-25
b 53. ALPHABET INC CL C   2020-09-04 2023-01-25
c 1.99853 APPLE INC   2022-10-19 2023-01-25
d 8.00147 APPLE INC   2022-10-19 2023-01-25
e 53. APPLE INC   2020-09-04 2023-01-25
1. BLACKROCK INC   2022-10-19 2023-01-25
1. BLACKROCK INC   2020-09-04 2023-01-25
3. BLACKSTONE INC   2022-10-19 2023-01-25
18. BLACKSTONE INC   2020-09-04 2023-01-25
8. BOEING CO     2023-01-25
1. BOOKING HOLDINGS INC   2020-09-04 2023-01-25
24. CELANESE CORP   2020-09-04 2023-01-25
53. CITIGROUP INC.   2020-09-04 2023-01-25
26. COGNIZANT TECH SOLUTIONS CRP COM     2023-01-25
23. WALT DISNEY CO     2023-01-25
10. META PLATFORMS INC   2021-04-08 2023-01-25
274.131 FIDELITY NEW MRKTS INC-Z #3323     2023-01-25
133. ISHARES CORE MSCI EMERGING ETF     2023-01-25
6. LAM RESEARCH CORP COM   2022-10-25 2023-01-25
30. LAS VEGAS SANDS CORP   2020-09-04 2023-01-25
87. MANULIFE FINANCIAL CORP   2022-02-10 2023-01-25
10. MANULIFE FINANCIAL CORP   2021-07-06 2023-01-25
598.588 T ROWE PR OVERSEAS STOCK-I #521   2021-07-27 2023-01-25
14. SUNCOR ENERGY INC NEW F   2022-10-19 2023-01-25
67. SUNCOR ENERGY INC NEW F   2021-12-17 2023-01-25
1061.553 TCW EMRG MRKTS INC-PLAN #5721     2023-01-25
1. THERMO FISHER SCIENTIFIC INC   2022-10-19 2023-01-25
2. THERMO FISHER SCIENTIFIC INC   2020-09-04 2023-01-25
107.538 TOUCHSTONE MID CAP-R6 #355   2020-02-18 2023-01-25
96. VANGUARD MIDCAP VIPER   2021-10-19 2023-01-25
7. VISA INC-CLASS A SHRS   2021-12-17 2023-01-25
4. BLACKROCK INC   2020-09-04 2023-02-09
51. COGNIZANT TECH SOLUTIONS CRP COM   2020-09-04 2023-02-09
61. FIDELITY NATL INFORMATION SVCS INC     2023-02-09
156. FIDELITY NATL INFORMATION SVCS INC     2023-02-09
7. INTERPUBLIC GROUP COS INC   2022-10-19 2023-02-09
72. INTERPUBLIC GROUP COS INC   2020-10-26 2023-02-09
5. JPMORGAN CHASE & CO   2022-10-19 2023-02-09
15. JPMORGAN CHASE & CO   2020-09-04 2023-02-09
95. LAS VEGAS SANDS CORP   2020-09-04 2023-02-09
10000. MITSUBISHI UFJ FIN 3.407% 3/07/24   2019-05-20 2023-02-09
1. UNION PACIFIC CORP   2022-10-19 2023-02-09
14. UNION PACIFIC CORP     2023-02-09
20. WASTE MANAGEMENT INC   2020-09-04 2023-02-09
7. CISCO SYSTEMS INC   2022-10-19 2023-02-15
23. CISCO SYSTEMS INC   2020-09-04 2023-02-15
5. HOME DEPOT INC   2022-12-06 2023-02-15
24. MICROSOFT CORP     2023-02-15
23. TORONTO DOMINION BK ONT COM NEW   2023-02-09 2023-02-15
98.443 TOUCHSTONE MID CAP-R6 #355   2020-02-18 2023-02-15
10. UNITED PARCEL SERVICE-CL B   2023-02-09 2023-02-15
48. VANGUARD MIDCAP VIPER   2021-10-19 2023-02-15
6. EATON CORP PLC   2022-08-22 2023-02-15
7. EATON CORP PLC   2021-12-29 2023-02-15
22. WALT DISNEY CO   2020-09-04 2023-03-17
26. MANULIFE FINANCIAL CORP   2022-10-19 2023-03-17
231. MANULIFE FINANCIAL CORP     2023-03-17
10000. ABBVIE INC 3.750% 11/14/23   2019-05-23 2023-03-29
15000. CHEVRON CORP 1.554% 5/11/25   2020-05-13 2023-03-29
20000. FED NATL MTG ASSN 0.625% 4/22/25   2020-05-04 2023-03-29
10000. HP ENTERPRISE CO 1.450% 4/01/24   2022-08-15 2023-03-29
10000. HP ENTERPRISE CO 1.450% 4/01/24     2023-03-29
10000. KLA-TENCOR CORP 4.650% 11/01/24   2019-12-10 2023-03-29
15. ABBVIE INC     2023-05-10
13. ABBVIE INC   2021-10-12 2023-05-10
17. ADVANCED MICRO DEVICES INC   2023-02-09 2023-05-10
1. BROADCOM INC   2022-10-19 2023-05-10
4. BROADCOM INC   2020-09-04 2023-05-10
4. CVS HEALTH CORPORATION   2022-10-19 2023-05-10
19. CVS HEALTH CORPORATION   2020-09-04 2023-05-10
2097.726 DELAWARE SMALL CAP CORE-R6     2023-05-10
2. DIAGEO PLC - ADR   2022-10-19 2023-05-10
10. DIAGEO PLC - ADR   2020-09-04 2023-05-10
15. ELECTRONIC ARTS INC     2023-05-10
25. JPMORGAN CHASE & CO   2020-09-04 2023-05-10
5. ELI LILLY & CO COM   2023-01-25 2023-05-10
8. ELI LILLY & CO COM   2020-09-04 2023-05-10
25. MERCK & CO INC NEW   2020-09-04 2023-05-10
2. MICROSOFT CORP   2022-10-19 2023-05-10
9. MICROSOFT CORP   2020-09-04 2023-05-10
29. MONDELEZ INTERNATIONAL INC   2020-09-04 2023-05-10
13. NIKE INC CL B   2020-09-04 2023-05-10
32. RTX CORP   2023-02-09 2023-05-10
3. SYSCO CORP   2022-10-19 2023-05-10
20. SYSCO CORP   2020-09-04 2023-05-10
1. TARGET CORP   2022-10-19 2023-05-10
8. TARGET CORP   2020-09-04 2023-05-10
23. TOTAL S.A. - ADR     2023-05-10
23. TOTAL S.A. - ADR   2021-10-21 2023-05-10
27.899 TOUCHSTONE MID CAP-R6 #355   2022-10-19 2023-05-10
568.622 TOUCHSTONE MID CAP-R6 #355     2023-05-10
7. UNION PACIFIC CORP   2020-09-04 2023-05-10
4. UNITEDHEALTH GROUP INC   2023-01-25 2023-05-10
7. UNITEDHEALTH GROUP INC   2020-09-04 2023-05-10
78. VANGUARD MIDCAP VIPER     2023-05-10
782. VANGUARD MIDCAP VIPER     2023-05-10
10. WASTE MANAGEMENT INC   2020-09-04 2023-05-10
19. GARMIN LTD     2023-05-10
14. TE CONNECTIVITY LTD   2021-11-19 2023-05-10
20000. LOWE'S COS INC 3.350% 4/01/27   2022-08-15 2023-05-15
20000. US TREASURY NOTE 2.500% 5/15/24   2022-08-16 2023-05-15
20000. US TREASURY NOTE 2.500% 5/15/24     2023-05-15
100. CVS HEALTH CORPORATION   2020-09-04 2023-06-15
24. WALT DISNEY CO     2023-06-15
74. WALT DISNEY CO   2020-09-04 2023-06-15
22. ELECTRONIC ARTS INC   2020-09-04 2023-06-15
26. ELECTRONIC ARTS INC   2020-09-04 2023-06-15
100. HASBRO INC     2023-06-15
33. ISHARES CORE MSCI EMERGING ETF   2021-03-25 2023-06-15
8. LAS VEGAS SANDS CORP   2022-10-19 2023-06-15
142. LAS VEGAS SANDS CORP     2023-06-15
6. ELI LILLY & CO COM   2020-09-04 2023-06-15
109. REGIONS FINL CORP NEW   2022-08-22 2023-06-15
186.29 T ROWE PR OVERSEAS STOCK-I #521   2021-07-27 2023-06-15
100. SYSCO CORP   2020-09-04 2023-06-15
30. UNILEVER PLC - ADR   2020-09-04 2023-06-15
5. EATON CORP PLC   2022-08-22 2023-06-15
8. EATON CORP PLC   2021-04-08 2023-06-15
82. CVS HEALTH CORPORATION   2020-09-04 2023-06-23
4. HASBRO INC   2022-10-19 2023-06-23
101. HASBRO INC     2023-06-23
82. SYSCO CORP   2020-09-04 2023-06-23
137.903 GLDMN SCHS GQP PRT INTL-R6 #4946   2023-05-11 2023-08-24
5. HOME DEPOT INC   2022-12-06 2023-08-24
101. MANULIFE FINANCIAL CORP   2020-09-04 2023-08-24
7. MCDONALDS CORP   2023-06-15 2023-08-24
24. TORONTO DOMINION BK ONT COM NEW     2023-08-24
5. TORONTO DOMINION BK ONT COM NEW   2021-07-26 2023-08-24
120.571 TOUCHSTONE MID CAP-R6 #355   2020-04-09 2023-08-24
9. UNITED PARCEL SERVICE-CL B     2023-08-24
2. UNITED PARCEL SERVICE-CL B   2020-09-04 2023-08-24
25. VANGUARD MIDCAP VIPER   2020-06-25 2023-08-24
20000. ALLY FINANCIAL INC 4.750% 6/09/27     2023-12-13
5000. AMAZON.COM INC 3.300% 4/13/27   2023-01-25 2023-12-13
20000. AMAZON.COM INC 3.300% 4/13/27     2023-12-13
20000. APPLE INC 4.000% 5/10/28   2023-05-11 2023-12-13
20000. VR BANK OF AMERICA 1.530% 12/06/25     2023-12-13
20000. BECTON DICKINSON AND 3.734% 12/15/24     2023-12-13
20000. BOEING CO 2.196% 2/04/26     2023-12-13
20000. CIGNA CORP 1.250% 3/15/26   2022-08-15 2023-12-13
6000. CELANESE US HOLDINGS 3.500% 5/08/24   2019-08-29 2023-12-13
20000. COMCAST CORP 3.375% 8/15/25     2023-12-13
20000. CUMMINS INC 0.750% 9/01/25     2023-12-13
20000. EQUINIX INC 1.000% 9/15/25     2023-12-13
15000. META PLATFORMS INC 4.600% 5/15/28   2023-05-15 2023-12-13
20000. GOLDMAN SACHS GROUP 3.500% 4/01/25     2023-12-13
20000. INTERCONTINENTALEXCH 4.000% 9/15/27   2022-08-15 2023-12-13
20000. VR JPMORGAN CHASE & 4.080% 4/26/26     2023-12-13
20000. MCCORMICK & CO 0.900% 2/15/26     2023-12-13
20000. VR MORGAN STANLEY 5.33056% 1/28/27   2023-02-09 2023-12-13
20000. PPG INDUSTRIES INC 1.200% 3/15/26   2022-08-15 2023-12-13
16000. ROPER TECHNOLOGIES 1.000% 9/15/25   2020-09-03 2023-12-13
5000. ROYAL BANK OF CANADA 4.240% 8/03/27   2023-01-25 2023-12-13
20000. ROYAL BANK OF CANADA 4.240% 8/03/27   2022-11-30 2023-12-13
20000. SOUTHERN CO 3.250% 7/01/26   2023-05-15 2023-12-13
5000. TORONTO-DOMINION BAN 3.766% 6/06/25   2023-01-25 2023-12-13
20000. TORONTO-DOMINION BAN 3.766% 6/06/25     2023-12-13
40000. US TREASURY NOTE 2.250% 11/15/27   2023-01-25 2023-12-13
60000. US TREASURY NOTE 2.750% 2/15/28     2023-12-13
40000. US TREASURY NOTE 2.250% 11/15/24     2023-12-13
40000. US TREASURY NOTE 2.000% 2/15/25     2023-12-13
40000. US TREASURY NOTE 0.375% 1/31/26     2023-12-13
20000. US TREASURY NOTE 0.750% 3/31/26   2023-05-15 2023-12-13
40000. US TREASURY NOTE 0.750% 3/31/26     2023-12-13
20000. US TREASURY NOTE 0.875% 6/30/26   2023-05-15 2023-12-13
40000. US TREASURY NOTE 0.875% 6/30/26     2023-12-13
20000. US TREASURY NOTE 1.250% 12/31/26   2023-05-15 2023-12-13
40000. US TREASURY NOTE 1.250% 12/31/26     2023-12-13
10000. WESTPAC BANKING CORP 5.457% 11/18/27   2023-01-25 2023-12-13
15000. WESTPAC BANKING CORP 5.457% 11/18/27   2022-11-17 2023-12-13
4. ADOBE SYS INC   2023-06-23 2023-12-20
14. ADVANCED MICRO DEVICES INC   2023-06-15 2023-12-20
56. ALPHABET INC CL C   2020-09-04 2023-12-20
36. APPLE INC     2023-12-20
3. BLACKROCK INC   2020-09-04 2023-12-20
19. BLACKSTONE INC   2023-02-09 2023-12-20
3. BLACKSTONE INC   2022-11-03 2023-12-20
1. BOOKING HOLDINGS INC   2020-09-04 2023-12-20
4. BROADCOM INC   2020-09-04 2023-12-20
24. CELANESE CORP   2020-09-04 2023-12-20
46. CISCO SYSTEMS INC   2020-09-04 2023-12-20
41. CITIGROUP INC.   2020-09-04 2023-12-20
11. DIAGEO PLC - ADR   2020-09-04 2023-12-20
13. META PLATFORMS INC     2023-12-20
100. GLDMN SCHS GQP PRT INTL-R6 #4946   2023-05-11 2023-12-20
315. INTERPUBLIC GROUP COS INC   2020-10-26 2023-12-20
23. JPMORGAN CHASE & CO   2020-09-04 2023-12-20
16. ELI LILLY & CO COM   2020-09-04 2023-12-20
20. MERCK & CO INC NEW   2023-06-15 2023-12-20
2. MERCK & CO INC NEW   2020-09-04 2023-12-20
30. MICROSOFT CORP   2020-09-04 2023-12-20
22. MONDELEZ INTERNATIONAL INC   2020-09-04 2023-12-20
1. RTX CORP   2023-02-09 2023-12-20
93. RTX CORP     2023-12-20
4. THERMO FISHER SCIENTIFIC INC   2023-06-15 2023-12-20
91. TOUCHSTONE MID CAP-R6 #355   2020-04-09 2023-12-20
4. UNITEDHEALTH GROUP INC   2023-06-15 2023-12-20
1. UNITEDHEALTH GROUP INC   2020-09-04 2023-12-20
13. VISA INC-CLASS A SHRS   2020-09-04 2023-12-20
27. EATON CORP PLC     2023-12-20
33. GARMIN LTD   2020-09-04 2023-12-20
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 972   1,007 -35
b 5,150   4,173 977
c 280   283 -3
d 1,122   1,132 -10
e 7,429   6,318 1,111
742   582 160
742   563 179
260   269 -9
1,560   940 620
1,648   1,562 86
2,298   1,920 378
2,874   2,529 345
2,698   2,773 -75
1,644   2,090 -446
2,401   3,247 -846
1,428   3,115 -1,687
3,270   4,145 -875
6,809   8,414 -1,605
2,818   2,284 534
1,637   1,549 88
1,664   1,912 -248
191   195 -4
7,123   7,847 -724
465   437 28
2,225   1,562 663
6,709   8,948 -2,239
571   514 57
1,142   815 327
4,803   4,523 280
20,458   23,936 -3,478
1,551   1,489 62
2,864   2,253 611
3,388   3,402 -14
4,491   5,814 -1,323
11,485   20,952 -9,467
258   205 53
2,657   1,362 1,295
700   590 110
2,100   1,548 552
5,465   4,905 560
9,818   10,183 -365
203   200 3
2,837   2,705 132
3,044   2,213 831
337   291 46
1,108   938 170
1,599   1,589 10
6,436   6,237 199
1,589   1,580 9
4,571   4,140 431
1,867   1,850 17
10,720   11,968 -1,248
1,040   888 152
1,214   1,156 58
2,053   2,886 -833
456   416 40
4,049   4,000 49
9,893   10,271 -378
14,108   15,087 -979
18,566   20,036 -1,470
9,617   9,659 -42
9,617   10,207 -590
9,972   10,967 -995
2,197   2,204 -7
1,904   1,409 495
1,639   1,417 222
622   433 189
2,488   1,465 1,023
281   368 -87
1,333   1,142 191
52,926   59,694 -6,768
369   336 33
1,846   1,329 517
1,939   1,950 -11
3,449   2,580 869
2,140   1,729 411
3,424   1,213 2,211
2,935   2,019 916
618   474 144
2,779   1,901 878
2,258   1,671 587
1,641   1,462 179
3,095   3,119 -24
229   231 -2
1,525   1,206 319
158   157 1
1,265   1,171 94
1,417   1,184 233
1,417   1,189 228
1,245   1,126 119
25,383   23,156 2,227
1,416   1,336 80
1,957   1,964 -7
3,426   2,171 1,255
16,103   15,503 600
161,446   180,481 -19,035
1,702   1,107 595
1,995   2,317 -322
1,715   2,307 -592
19,248   19,730 -482
19,570   19,755 -185
19,570   20,408 -838
6,802   6,013 789
2,211   2,342 -131
6,819   9,706 -2,887
2,823   2,836 -13
3,331   3,352 -21
6,149   9,623 -3,474
1,675   2,065 -390
471   279 192
8,359   6,717 1,642
2,721   909 1,812
1,991   2,413 -422
2,304   2,459 -155
7,298   6,028 1,270
1,537   1,728 -191
966   740 226
1,545   1,122 423
5,708   4,930 778
237   263 -26
5,996   9,601 -3,605
5,955   4,943 1,012
2,517   2,455 62
1,625   1,589 36
1,808   1,483 325
1,979   2,039 -60
1,449   1,619 -170
302   330 -28
5,812   4,032 1,780
1,508   1,610 -102
335   320 15
5,365   4,002 1,363
18,973   19,896 -923
4,801   4,840 -39
19,204   19,988 -784
19,685   20,204 -519
19,094   19,410 -316
19,631   20,524 -893
18,722   19,214 -492
18,323   18,381 -58
5,930   6,253 -323
19,425   21,127 -1,702
18,596   19,311 -715
18,482   19,217 -735
15,007   15,140 -133
19,468   20,976 -1,508
19,386   20,131 -745
19,590   19,997 -407
18,234   19,104 -870
19,841   20,010 -169
18,300   18,288 12
14,836   16,160 -1,324
4,868   4,934 -66
19,474   19,437 37
19,053   19,115 -62
4,881   4,892 -11
19,526   19,927 -401
37,106   37,698 -592
56,552   57,543 -991
38,963   40,125 -1,162
38,641   40,227 -1,586
36,600   37,385 -785
18,378   18,427 -49
36,756   37,671 -915
18,306   18,383 -77
36,613   37,779 -1,166
18,252   18,420 -168
36,505   38,201 -1,696
10,182   10,433 -251
15,272   15,292 -20
2,409   1,921 488
1,926   1,736 190
7,894   4,410 3,484
7,077   4,560 2,517
2,398   1,690 708
2,435   1,726 709
384   281 103
3,495   1,920 1,575
4,476   1,465 3,011
3,671   2,529 1,142
2,309   1,876 433
2,057   2,145 -88
1,589   1,462 127
4,567   4,407 160
1,929   1,780 149
10,272   5,959 4,313
3,861   2,374 1,487
9,220   2,425 6,795
2,131   2,187 -56
213   162 51
11,222   6,338 4,884
1,553   1,268 285
83   97 -14
7,679   7,122 557
2,108   2,113 -5
4,692   3,043 1,649
2,086   1,873 213
521   310 211
3,373   2,647 726
6,393   3,492 2,901
4,209   3,367 842
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
      329
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       -35
b       977
c       -3
d       -10
e       1,111
      160
      179
      -9
      620
      86
      378
      345
      -75
      -446
      -846
      -1,687
      -875
      -1,605
      534
      88
      -248
      -4
      -724
      28
      663
      -2,239
      57
      327
      280
      -3,478
      62
      611
      -14
      -1,323
      -9,467
      53
      1,295
      110
      552
      560
      -365
      3
      132
      831
      46
      170
      10
      199
      9
      431
      17
      -1,248
      152
      58
      -833
      40
      49
      -378
      -979
      -1,470
      -42
      -590
      -995
      -7
      495
      222
      189
      1,023
      -87
      191
      -6,768
      33
      517
      -11
      869
      411
      2,211
      916
      144
      878
      587
      179
      -24
      -2
      319
      1
      94
      233
      228
      119
      2,227
      80
      -7
      1,255
      600
      -19,035
      595
      -322
      -592
      -482
      -185
      -838
      789
      -131
      -2,887
      -13
      -21
      -3,474
      -390
      192
      1,642
      1,812
      -422
      -155
      1,270
      -191
      226
      423
      778
      -26
      -3,605
      1,012
      62
      36
      325
      -60
      -170
      -28
      1,780
      -102
      15
      1,363
      -923
      -39
      -784
      -519
      -316
      -893
      -492
      -58
      -323
      -1,702
      -715
      -735
      -133
      -1,508
      -745
      -407
      -870
      -169
      12
      -1,324
      -66
      37
      -62
      -11
      -401
      -592
      -991
      -1,162
      -1,586
      -785
      -49
      -915
      -77
      -1,166
      -168
      -1,696
      -251
      -20
      488
      190
      3,484
      2,517
      708
      709
      103
      1,575
      3,011
      1,142
      433
      -88
      127
      160
      149
      4,313
      1,487
      6,795
      -56
      51
      4,884
      285
      -14
      557
      -5
      1,649
      213
      211
      726
      2,901
      842
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -13,493
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) 1 638
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........................... 3 638
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- ..... 5 638
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 956
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.............. 7 956
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 318
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow318 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 arrowFL
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 		35,188    
100 N MAIN ST FL 5D4001-052
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
2,752,137
b
Average of monthly cash balances.......................
1b
50,922
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,803,059
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,803,059
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
42,046
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,761,013
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
138,051
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
138,051
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
638
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
638
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
137,413
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
137,413
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
137,413
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
168,703
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
168,703
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 7 137,413
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 135,059
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$ 168,703
a Applied to 2022, but not more than line 2a 135,059
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..... 33,644
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 .......... 		103,769
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
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

EVANGELICAL LUTH GOOD SAMARITAN SOC

450 NORTH MCDONALD AVE
DELAND,FL32724 		NONE PC GENERAL OPERATING 93,750

THE SALVATION ARMY A GEORGIA CORP

1424 NORTHEAST EXPRESSWAY
ATLANTA,GA30329 		NONE PC GENERAL OPERATING 68,750
Total .................................right arrow 3a 162,500
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 81,754  
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 -13,493  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 1,499  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   69,760  
13Total. Add line 12, columns (b), (d), and (e)..................
13
69,760
(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:
MAUD E WILSON TRUST U W
EIN:
59-6210163
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,072     1,072

TY 2023 InvestmentsCorpBondsSchedule
Name:
MAUD E WILSON TRUST U W
EIN:
59-6210163
Name of Bond End of Year Book Value End of Year Fair Market Value
776743AM8 ROPER TECHNOLOGIES    
482480AE0 KLA-TENCOR CORP 4.65    
42824CBJ7 HP ENTERPRISE CO    
912828G38 US TREASURY NOTE 2.2    
166764BW9 CHEVRON CORP    
20030NBN0 COMCAST CORP    
29444UBK1 EQUINIX INC    
912828J27 US TREASURY NOTE 2.0    
231021AU0 CUMMINS INC    
606822BD5 MITSUBISHI UFJ FIN    
912828WJ5 US TREASURY NOTE 2.5    
15089QAJ3 CELANESE US HOLDINGS    
3135G03U5 FED NATL MTG ASSN    
00287YBC2 ABBVIE INC    
075887BF5 BECTON DICKINSON AND    
579780AR8 MCCORMICK & CO    
38141GXJ8 GOLDMAN SACHS GROUP    
78016FZS6 ROYAL BANK OF CANADA    
097023DG7 BOEING CO    
06051GKE8 VR BANK OF AMERICA    
125523CP3 CIGNA CORP    
693506BU0 PPG INDUSTRIES INC    
91282CCJ8 US TREASURY NOTE    
91282CBT7 US TREASURY NOTE    
548661EG8 LOWE'S COS INC    
91282CBH3 US TREASURY NOTE    
961214FK4 WESTPAC BANKING CORP    
46647PCZ7 VR JPMORGAN CHASE &    
02005NBQ2 ALLY FINANCIAL INC    
89115A2A9 TORONTO-DOMINION BAN    
45866FAU8 INTERCONTINENTALEXCH    
91282CDQ1 US TREASURY NOTE 1.2    
023135CF1 AMAZON.COM INC    

TY 2023 InvestmentsCorpStockSchedule
Name:
MAUD E WILSON TRUST U W
EIN:
59-6210163
Name of Stock End of Year Book Value End of Year Fair Market Value
09857L108 BOOKING HOLDINGS INC 14,467 24,831
532457108 ELI LILLY & CO COM 6,821 26,231
09247X101 BLACKROCK INC 11,831 17,048
94106L109 WASTE MANAGEMENT INC 8,853 14,328
594918104 MICROSOFT CORP 50,703 90,250
25243Q205 DIAGEO PLC - ADR 10,764 11,798
097023105 BOEING CO 15,609 25,545
G29183103 EATON CORP PLC 12,275 26,009
512807108 LAM RESEARCH CORP CO 9,964 23,498
609207105 MONDELEZ INTERNATION 11,812 14,848
904767704 UNILEVER PLC - ADR 10,144 8,581
H84989104 TE CONNECTIVITY LTD 11,881 15,596
907818108 UNION PACIFIC CORP 10,685 13,755
172967424 CITIGROUP INC. 17,591 17,901
883556102 THERMO FISHER SCIENT 11,119 14,331
02079K107 ALPHABET INC CL C 33,309 59,613
09260D107 BLACKSTONE INC 10,711 23,566
75513E101 RTX CORP 11,443 15,818
11135F101 BROADCOM INC 13,181 40,185
17275R102 CISCO SYSTEMS INC 12,808 15,863
126650100 CVS HEALTH CORPORATI    
871829107 SYSCO CORP    
460690100 INTERPUBLIC GROUP CO    
654106103 NIKE INC CL B 11,872 11,508
56501R106 MANULIFE FINANCIAL C 13,713 20,752
254687106 WALT DISNEY CO    
91324P102 UNITEDHEALTH GROUP I 17,992 30,535
87612E106 TARGET CORP 10,833 10,539
911312106 UNITED PARCEL SERVIC 16,816 16,509
89151E109 TOTALENERGIES SE -SP 17,563 27,626
58933Y105 MERCK & CO INC NEW 16,077 22,022
891160509 TORONTO DOMINION BK 14,583 19,451
92826C839 VISA INC-CLASS A SHR 17,242 21,869
150870103 CELANESE CORP 16,442 23,616
31620M106 FIDELITY NATL INFORM    
H2906T109 GARMIN LTD 12,016 16,325
037833100 APPLE INC 53,885 87,024
517834107 LAS VEGAS SANDS CORP    
285512109 ELECTRONIC ARTS INC 9,011 9,577
46625H100 JPMORGAN CHASE & CO 17,800 29,427
192446102 COGNIZANT TECH SOLUT 11,380 12,916
867224107 SUNCOR ENERGY INC NE 14,153 24,447
00287Y109 ABBVIE INC 13,074 19,061
30303M102 META PLATFORMS INC 17,734 31,502
418056107 HASBRO INC    
437076102 HOME DEPOT INC 13,793 15,248
7591EP100 REGIONS FINL CORP NE 14,488 13,876
00724F101 ADOBE INC 11,503 14,318
007903107 ADVANCED MICRO DEVIC 10,248 17,689
580135101 MCDONALDS CORP 16,589 16,901
855244109 STARBUCKS CORP COM 12,363 11,905

TY 2023 InvestmentsOtherSchedule2
Name:
MAUD E WILSON TRUST U W
EIN:
59-6210163
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
24610B826 DELAWARE SMALL CAP C      
46434G103 ISHARES CORE MSCI EM AT COST 69,402 57,509
722005667 PIMCO COMMODITY REAL AT COST 158,952 117,762
31641Q755 FIDELITY NEW MRKTS I AT COST 68,944 59,118
872365713 TCW EMRG MRKTS INC-P AT COST 143,430 119,260
77956H435 T ROWE PR OVERSEAS S AT COST 179,268 181,639
74440Y884 PGIM HIGH YIELD-Q 10 AT COST 97,405 86,527
922908629 VANGUARD MIDCAP VIPE AT COST 96,231 150,285
89155T490 TOUCHSTONE MID CAP-R AT COST 75,846 119,018
057071854 BAIRD AGGREGATE BOND AT COST 536,079 536,079
38147N269 GLDMN SCHS GQP PRT I AT COST 79,004 87,881
693390700 PIMCO TOTAL RET FD-I AT COST 208,309 208,792
72201R833 PIMCO ENHANCED SHORT AT COST 89,269 89,013
921937793 VANGUARD LONG-TERM B AT COST 59,662 59,515

TY 2023 LegalFeesSchedule
Name:
MAUD E WILSON TRUST U W
EIN:
59-6210163
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 806     806
LEGAL FEES - INCOME (ALLOCABLE 806     806


TY 2023 OtherDecreasesSchedule
Name:
MAUD E WILSON TRUST U W
EIN:
59-6210163
Description Amount
MUTUAL FUND TIMING ADJ 3,032
ROC ON CY SALES 26
PY RETURN OF CAPITAL ADJUSTMENT 766
TAX LOT BASIS ADJUSTMENT 31
ROUNDING 1


TY 2023 OtherExpensesSchedule
Name:
MAUD E WILSON TRUST U W
EIN:
59-6210163
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 22 22   0


TY 2023 OtherIncomeSchedule2
Name:
MAUD E WILSON TRUST U W
EIN:
59-6210163
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 1,499 0  


TY 2023 OtherIncreasesSchedule
Name:
MAUD E WILSON TRUST U W
EIN:
59-6210163
Description Amount
PY PURCHASE OF ACCRUED INTEREST 370


TY 2023 OtherProfessionalFeesSchedule
Name:
MAUD E WILSON TRUST U W
EIN:
59-6210163
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 1,995 1,995    


TY 2023 TaxesSchedule
Name:
MAUD E WILSON TRUST U W
EIN:
59-6210163
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,571 1,571   0
FOREIGN TAXES ON NONQUALIFIED 280 280   0