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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
CAROLYN AND MICHAEL M MINCHIN JR
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)15401 MULHOLLAND DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOS ANGELES, CA900771624
A Employer identification number

95-4627186
B Telephone number (see instructions)

(818) 986-8037
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,946,377J 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... 36,981 36,981  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 218,301
b Gross sales price for all assets on line 6a 353,064
7 Capital gain net income (from Part IV, line 2)... 218,301
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 255,282 255,282  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,910 0   6,910
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
8,626 8,626   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,279 1,279   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
75 0   75
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,890 9,905   6,985
25 Contributions, gifts, grants paid....... 161,800 161,800
26 Total expenses and disbursements. Add lines 24 and 25 178,690 9,905   168,785
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 76,592
b Net investment income (if negative, enter -0-) 245,377
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 116,358 7,573 7,573
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,633,455 Click to see attachment
List of Attached Documents:
// Content
1,818,832 		1,938,804
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) 1,749,813 1,826,405 1,946,377
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,749,813 1,826,405
29 Total net assets or fund balances (see instructions)..... 1,749,813 1,826,405
30 Total liabilities and net assets/fund balances (see instructions). 1,749,813 1,826,405
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
1,749,813
2
Enter amount from Part I, line 27a .....................
2
76,592
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,826,405
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,826,405
Form 990-PF (2024)
Form 990-PF (2024)
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 MASTEC INC   2023-06-26 2024-06-05
b ATI INC   2024-03-12 2024-06-17
c ATI INC   2024-03-13 2024-06-17
d SENSATA TECHNOLOGIES HOLDING   2023-12-26 2024-08-26
e MASTEC INC   2023-09-21 2024-09-19
HCA HEALTHCARE INC   2023-11-08 2024-09-26
GE VERNOVA INC   2024-07-25 2024-10-09
MERCK & CO. INC.   2024-07-15 2024-10-09
DEERE & CO   2024-09-18 2024-10-10
HCA HEALTHCARE INC   2023-11-08 2024-10-14
FISERV INC   2024-10-04 2024-10-28
GE VERNOVA INC   2024-07-25 2024-10-28
HCA HEALTHCARE INC   2023-11-08 2024-10-28
GE VERNOVA INC   2024-07-25 2024-10-30
HCA HEALTHCARE INC   2023-11-08 2024-10-30
HCA HEALTHCARE INC   2023-11-15 2024-10-30
HCA HEALTHCARE INC   2023-11-15 2024-11-14
ELEVANCE HEALTH INC   2023-11-27 2024-11-15
ILLUMINA INC   2024-09-26 2024-11-19
NEXTERA ENERGY INC   2024-03-21 2024-12-11
ZOETIS INC   2018-05-10 2024-01-03
AMERICAN ELECTRIC POWER   2018-05-10 2024-01-04
AMERICAN ELECTRIC POWER   2018-05-11 2024-01-04
AMERICAN TOWER CORP   2021-02-03 2024-01-04
GOLDMAN SACHS GROUP INC   2018-05-10 2024-01-05
RTX CORPORATION   2021-10-28 2024-01-22
RTX CORPORATION   2021-11-03 2024-01-22
BERNSTEIN INTERMEDIATE   2013-08-20 2024-01-24
BERNSTEIN INTERMEDIATE   2013-09-04 2024-01-24
BERNSTEIN INTERMEDIATE   2013-09-18 2024-01-24
META PLATFORMS INC-CLASS A   2019-05-15 2024-01-25
MICROSOFT CORP   2018-05-10 2024-01-25
ALPHABET INC-CL C   2018-05-10 2024-01-29
ROCHE HOLDINGS LTD-SPONS ADR   2019-11-19 2024-01-31
ROCHE HOLDINGS LTD-SPONS ADR   2019-11-20 2024-01-31
BOOZ ALLEN HAMILTON HOLDINGS   2020-09-03 2024-02-07
VERTEX PHARMACEUTICALS INC   2019-03-15 2024-02-07
VERTEX PHARMACEUTICALS INC   2019-12-02 2024-02-07
COCA-COLA CO/THE   2021-06-22 2024-02-21
COCA-COLA CO/THE   2021-06-24 2024-02-21
HOME DEPOT INC   2018-05-10 2024-02-27
RTX CORPORATION   2021-11-03 2024-03-11
RTX CORPORATION   2021-12-03 2024-03-11
RTX CORPORATION   2021-12-15 2024-03-11
EATON CORP PLC   2019-09-03 2024-03-14
QUALCOMM INC   2020-07-17 2024-03-14
WESTERN DIGITAL CORP   2021-02-17 2024-03-14
GEN DIGITAL INC   2021-05-27 2024-03-15
GEN DIGITAL INC   2021-06-14 2024-03-15
AMERICAN ELECTRIC POWER   2018-05-11 2024-03-18
QUALCOMM INC   2020-07-17 2024-04-02
ORACLE CORP   2018-05-10 2024-04-03
PNC FINANCIAL SERVICES GROUP   2020-04-14 2024-04-15
AUTODESK INC   2022-03-28 2024-04-16
AUTODESK INC   2022-04-05 2024-04-16
BERNSTEIN INTERMEDIATE   2013-09-18 2024-04-16
LINDE PLC   2021-06-14 2024-04-17
PNC FINANCIAL SERVICES GROUP   2020-04-14 2024-04-18
PNC FINANCIAL SERVICES GROUP   2020-07-27 2024-04-18
QUALCOMM INC   2020-07-17 2024-04-18
ALPHABET INC-CL C   2018-05-10 2024-04-25
T-MOBILE US INC   2021-02-01 2024-04-25
QUALCOMM INC   2020-07-17 2024-04-26
QUALCOMM INC   2020-07-27 2024-04-26
CDW CORP/DE   2018-05-10 2024-04-30
BOOZ ALLEN HAMILTON HOLDINGS   2021-08-09 2024-05-23
PNC FINANCIAL SERVICES GROUP   2020-07-27 2024-05-23
PNC FINANCIAL SERVICES GROUP   2021-01-05 2024-05-23
EATON CORP PLC   2019-09-03 2024-06-05
MICROSOFT CORP   2018-05-10 2024-06-06
ORACLE CORP   2021-02-19 2024-06-06
GRAIL INC   2022-12-29 2024-06-26
GRAIL INC   2023-05-01 2024-06-26
GRAIL INC   2023-05-15 2024-06-26
PNC FINANCIAL SERVICES GROUP   2021-01-05 2024-06-27
PNC FINANCIAL SERVICES GROUP   2022-08-23 2024-06-27
ORACLE CORP   2021-02-19 2024-07-11
ALPHABET INC-CL C   2018-05-10 2024-07-15
PROGRESSIVE CORP   2018-05-10 2024-07-15
REGENERON PHARMACEUTICALS   2021-02-16 2024-07-15
REGENERON PHARMACEUTICALS   2023-05-15 2024-07-15
ROCHE HOLDINGS LTD-SPONS ADR   2019-11-20 2024-07-15
WALMART INC   2018-05-10 2024-07-15
BERNSTEIN INTERMEDIATE   2013-09-18 2024-07-16
LPL FINANCIAL HOLDINGS INC   2021-07-08 2024-07-16
LPL FINANCIAL HOLDINGS INC   2021-12-21 2024-07-16
GEN DIGITAL INC   2021-06-14 2024-07-17
GOLDMAN SACHS GROUP INC   2018-05-10 2024-07-17
LPL FINANCIAL HOLDINGS INC   2021-12-21 2024-07-17
NVIDIA CORP   2020-03-24 2024-07-17
PACCAR INC   2023-01-17 2024-07-18
PACCAR INC   2023-02-07 2024-07-18
EDWARDS LIFESCIENCES CORP   2018-05-10 2024-07-25
SERVICENOW INC   2022-01-13 2024-07-25
WORKDAY INC-CLASS A   2023-06-15 2024-07-25
WORKDAY INC-CLASS A   2023-06-16 2024-07-25
RESTAURANT BRANDS INTERN   2022-12-13 2024-07-30
WALMART INC   2018-05-10 2024-07-30
EOG RESOURCES INC   2019-08-29 2024-07-31
EOG RESOURCES INC   2019-09-03 2024-07-31
HYATT HOTELS CORP - CL A   2023-02-10 2024-08-05
PROGRESSIVE CORP   2018-05-10 2024-08-05
PROGRESSIVE CORP   2019-11-18 2024-08-05
MASTEC INC   2023-06-26 2024-08-06
STELLANTIS NV   2021-01-28 2024-08-12
STELLANTIS NV   2021-10-15 2024-08-12
STELLANTIS NV   2022-03-10 2024-08-12
EDWARDS LIFESCIENCES CORP   2018-05-10 2024-08-13
EDWARDS LIFESCIENCES CORP   2020-06-25 2024-08-13
MASTEC INC   2023-06-26 2024-08-13
SENSATA TECHNOLOGIES HOLDING   2023-07-14 2024-08-14
WALMART INC   2018-05-10 2024-08-16
NVIDIA CORP   2020-03-24 2024-08-21
HYATT HOTELS CORP - CL A   2023-02-10 2024-08-22
QUALCOMM INC   2020-07-27 2024-08-26
SENSATA TECHNOLOGIES HOLDING   2023-07-14 2024-08-26
SENSATA TECHNOLOGIES HOLDING   2023-07-24 2024-08-26
WESTERN DIGITAL CORP   2021-02-17 2024-08-28
QUALCOMM INC   2020-07-27 2024-08-29
WESTERN DIGITAL CORP   2021-02-17 2024-08-29
WESTERN DIGITAL CORP   2021-03-02 2024-08-29
AB DISCOVERY VALUE-ADV   2018-10-19 2024-09-09
AB DISCOVERY VALUE-ADV   2018-12-12 2024-09-09
AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL   2013-07-03 2024-09-09
APPLE INC   2018-05-25 2024-09-09
MICROSOFT CORP   2018-05-10 2024-09-09
NVIDIA CORP   2020-03-24 2024-09-09
OVERLAY A PORTFOLIO   2013-07-03 2024-09-09
ALPHABET INC-CL C   2018-05-10 2024-09-10
META PLATFORMS INC-CLASS A   2019-05-15 2024-09-10
ORACLE CORP   2021-02-19 2024-09-10
UNITEDHEALTH GROUP INC   2018-05-10 2024-09-10
VISA INC-CLASS A SHARES   2018-05-10 2024-09-10
WILLIS TOWERS WATSON PLC   2022-02-16 2024-09-10
RESTAURANT BRANDS INTERN   2022-12-13 2024-09-11
RESTAURANT BRANDS INTERN   2022-12-19 2024-09-11
RESTAURANT BRANDS INTERN   2023-01-05 2024-09-11
RESTAURANT BRANDS INTERN   2023-02-27 2024-09-11
GOLDMAN SACHS GROUP INC   2018-05-10 2024-09-12
WESTERN DIGITAL CORP   2021-03-02 2024-09-12
WESTERN DIGITAL CORP   2021-03-15 2024-09-12
AMAZON.COM INC   2020-03-18 2024-09-16
GEN DIGITAL INC   2021-06-14 2024-09-16
RESTAURANT BRANDS INTERN   2023-02-27 2024-09-17
RESTAURANT BRANDS INTERN   2023-08-29 2024-09-17
RESTAURANT BRANDS INTERN   2023-09-11 2024-09-17
ORACLE CORP   2021-02-19 2024-09-18
ORACLE CORP   2022-02-08 2024-09-18
PROGRESSIVE CORP   2019-11-18 2024-09-18
WALMART INC   2018-05-10 2024-09-18
MASTEC INC   2023-07-14 2024-09-19
MASTEC INC   2023-09-11 2024-09-19
EDWARDS LIFESCIENCES CORP   2020-06-25 2024-09-26
EDWARDS LIFESCIENCES CORP   2020-07-21 2024-09-26
PAYPAL HOLDINGS INC   2019-02-13 2024-10-04
PAYPAL HOLDINGS INC   2019-02-26 2024-10-04
PAYPAL HOLDINGS INC   2021-04-19 2024-10-04
PAYPAL HOLDINGS INC   2021-04-26 2024-10-04
PAYPAL HOLDINGS INC   2022-05-13 2024-10-04
PAYPAL HOLDINGS INC   2022-08-11 2024-10-04
PAYPAL HOLDINGS INC   2022-08-12 2024-10-04
PROGRESSIVE CORP   2019-11-18 2024-10-04
WILLIS TOWERS WATSON PLC   2022-02-16 2024-10-04
AB DISCOVERY GRWTH FUND- AD   2018-12-13 2024-10-08
AB DISCOVERY VALUE-ADV   2018-12-12 2024-10-08
AB DISCOVERY VALUE-ADV   2018-12-17 2024-10-08
AB SMALL CAP CORE PORTFOLIO ADV CL   2018-10-19 2024-10-08
AB SMALL CAP CORE PORTFOLIO ADV CL   2018-11-30 2024-10-08
ALPHABET INC-CL C   2018-05-10 2024-10-08
AMAZON.COM INC   2020-03-18 2024-10-08
AMAZON.COM INC   2020-04-06 2024-10-08
APPLE INC   2018-05-25 2024-10-08
BROADCOM INC   2023-06-27 2024-10-08
EATON CORP PLC   2019-09-03 2024-10-08
IQVIA HOLDINGS INC   2022-07-14 2024-10-08
IQVIA HOLDINGS INC   2022-07-20 2024-10-08
KLA CORP   2021-10-06 2024-10-08
META PLATFORMS INC-CLASS A   2019-05-15 2024-10-08
MICROSOFT CORP   2018-05-10 2024-10-08
MICROSOFT CORP   2018-10-12 2024-10-08
NVIDIA CORP   2020-03-24 2024-10-08
ORACLE CORP   2022-02-08 2024-10-08
OVERLAY A PORTFOLIO   2013-07-03 2024-10-08
SCHWAB (CHARLES) CORP   2022-08-30 2024-10-08
UNITEDHEALTH GROUP INC   2018-05-10 2024-10-08
VISA INC-CLASS A SHARES   2018-05-10 2024-10-08
WALMART INC   2018-05-10 2024-10-08
AMERICAN TOWER CORP   2021-02-04 2024-10-09
BAKER HUGHES CO   2022-03-21 2024-10-09
BANK OF AMERICA CORP   2018-05-10 2024-10-09
COCA-COLA CO/THE   2021-06-24 2024-10-09
COMCAST CORP-CLASS A   2018-05-10 2024-10-09
ELEVANCE HEALTH INC   2018-05-30 2024-10-09
GOLDMAN SACHS GROUP INC   2018-05-10 2024-10-09
HOME DEPOT INC   2018-05-10 2024-10-09
NEXTERA ENERGY INC   2020-06-25 2024-10-09
NXP SEMICONDUCTORS NV   2020-05-18 2024-10-09
OTIS WORLDWIDE CORP   2022-03-28 2024-10-09
PACCAR INC   2023-02-07 2024-10-09
PROGRESSIVE CORP   2019-11-18 2024-10-09
T-MOBILE US INC   2021-02-01 2024-10-09
T-MOBILE US INC   2021-03-02 2024-10-09
VERTEX PHARMACEUTICALS INC   2019-12-02 2024-10-09
WALT DISNEY CO/THE   2022-07-06 2024-10-09
WATERS CORP   2023-04-18 2024-10-09
WELLS FARGO & CO   2018-05-10 2024-10-09
WESTERN DIGITAL CORP   2021-03-15 2024-10-09
LINDE PLC   2021-06-14 2024-10-11
OTIS WORLDWIDE CORP   2022-03-28 2024-10-14
AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL   2013-07-03 2024-10-15
ELEVANCE HEALTH INC   2018-05-30 2024-10-15
ELEVANCE HEALTH INC   2019-03-19 2024-10-16
EOG RESOURCES INC   2019-09-03 2024-10-17
PROLOGIS INC   2020-03-24 2024-10-17
VERTEX PHARMACEUTICALS INC   2019-12-02 2024-10-21
SERVICENOW INC   2022-01-25 2024-10-23
GEN DIGITAL INC   2021-06-14 2024-10-28
GEN DIGITAL INC   2021-07-28 2024-10-28
GEN DIGITAL INC   2021-09-15 2024-10-28
NEXTERA ENERGY INC   2020-06-25 2024-10-28
NEXTERA ENERGY INC   2020-09-16 2024-10-28
EATON CORP PLC   2019-09-03 2024-10-30
NEXTERA ENERGY INC   2020-09-16 2024-10-30
GEN DIGITAL INC   2021-09-15 2024-10-31
MICROSOFT CORP   2018-10-12 2024-11-04
CONSTELLATION BRANDS INC-A   2021-09-15 2024-11-05
QUALCOMM INC   2020-07-27 2024-11-06
QUALCOMM INC   2020-12-14 2024-11-06
QUALCOMM INC   2021-04-07 2024-11-06
PROGRESSIVE CORP   2019-11-18 2024-11-11
GEN DIGITAL INC   2022-11-22 2024-11-12
PROGRESSIVE CORP   2019-11-18 2024-11-14
PROGRESSIVE CORP   2019-11-21 2024-11-14
WATERS CORP   2023-04-18 2024-11-14
WATERS CORP   2023-04-19 2024-11-14
CORTEVA INC   2023-10-18 2024-11-15
ELEVANCE HEALTH INC   2020-04-14 2024-11-15
ELEVANCE HEALTH INC   2020-07-17 2024-11-15
ELEVANCE HEALTH INC   2023-07-24 2024-11-15
ELEVANCE HEALTH INC   2023-09-20 2024-11-15
ELEVANCE HEALTH INC   2023-10-20 2024-11-15
META PLATFORMS INC-CLASS A   2019-05-15 2024-11-15
ILLUMINA INC   2022-12-28 2024-11-19
ILLUMINA INC   2022-12-29 2024-11-19
ILLUMINA INC   2023-01-05 2024-11-19
ILLUMINA INC   2023-05-01 2024-11-19
ILLUMINA INC   2023-05-11 2024-11-19
ILLUMINA INC   2023-05-15 2024-11-19
CHEVRON CORP   2019-12-02 2024-12-09
CHEVRON CORP   2020-11-23 2024-12-09
NEXTERA ENERGY INC   2020-11-02 2024-12-09
NEXTERA ENERGY INC   2020-12-21 2024-12-09
NEXTERA ENERGY INC   2022-06-10 2024-12-09
NEXTERA ENERGY INC   2022-06-28 2024-12-09
ORACLE CORP   2022-02-08 2024-12-09
ORACLE CORP   2022-02-15 2024-12-09
NEXTERA ENERGY INC   2022-06-28 2024-12-11
NEXTERA ENERGY INC   2023-02-01 2024-12-11
NEXTERA ENERGY INC   2023-06-12 2024-12-11
AMERICAN TOWER CORP   2021-02-04 2024-12-18
AMERICAN TOWER CORP   2021-02-08 2024-12-18
AMERICAN TOWER CORP   2021-02-10 2024-12-18
AMERICAN TOWER CORP   2022-11-22 2024-12-18
AMERICAN TOWER CORP   2022-12-01 2024-12-18
AMERICAN TOWER CORP   2022-12-16 2024-12-18
AMERICAN TOWER CORP   2023-01-30 2024-12-18
GEN DIGITAL INC   2022-11-22 2024-12-18
GEN DIGITAL INC   2022-12-01 2024-12-18
STOCK LITIGATION SETTLEMENTS   2020-01-01 2024-12-31
CAPITAL GAINS 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 671   678 -7
b 1,152   1,018 134
c 1,701   1,532 169
d 425   413 12
e 1,078   718 360
1,208   699 509
535   328 207
439   512 -73
404   403 1
1,189   699 490
403   370 33
580   328 252
717   466 251
896   492 404
724   466 258
362   243 119
2,783   1,945 838
401   478 -77
532   523 9
1,111   933 178
389   168 221
167   134 33
251   201 50
428   467 -39
386   244 142
684   715 -31
513   531 -18
262   311 -49
1   1 0
1   2 -1
393   182 211
403   97 306
925   328 597
493   535 -42
388   420 -32
431   259 172
841   374 467
420   221 199
122   109 13
244   217 27
373   187 186
732   708 24
1,006   885 121
549   499 50
898   235 663
503   277 226
427   470 -43
277   361 -84
533   710 -177
822   671 151
681   369 312
503   188 315
899   619 280
916   856 60
687   634 53
299   368 -69
446   291 155
296   206 90
443   315 128
645   369 276
788   273 515
1,149   899 250
165   92 73
331   182 149
484   157 327
610   325 285
153   105 48
306   298 8
651   157 494
424   97 327
493   248 245
34   67 -33
17   40 -23
17   29 -12
152   149 3
607   667 -60
428   186 242
1,318   383 935
649   187 462
2,171   962 1,209
1,085   751 334
828   878 -50
1,187   474 713
313   372 -59
1,221   661 560
488   315 173
437   483 -46
500   244 256
892   630 262
473   25 448
2,449   1,524 925
334   219 115
864   638 226
1,657   1,055 602
1,616   1,569 47
924   893 31
1,590   1,547 43
415   167 248
888   524 364
127   73 54
803   657 146
843   249 594
421   144 277
840   904 -64
213   217 -4
1,082   1,421 -339
457   453 4
266   182 84
133   136 -3
748   791 -43
968   1,227 -259
439   167 272
516   25 491
871   657 214
506   272 234
347   409 -62
579   696 -117
1,182   1,276 -94
1,219   635 584
188   202 -14
439   504 -65
376   366 10
464   426 38
3,340   2,617 723
875   189 686
1,210   292 918
843   50 793
2,510   2,029 481
604   219 385
504   182 322
622   248 374
601   233 368
570   262 308
586   447 139
1,163   1,143 20
547   520 27
752   711 41
547   524 23
473   244 229
251   288 -37
188   203 -15
555   273 282
426   455 -29
70   66 4
418   409 9
488   468 20
329   124 205
329   161 168
1,287   359 928
941   334 607
479   462 17
479   360 119
389   408 -19
454   532 -78
635   756 -121
1,110   1,344 -234
159   532 -373
238   800 -562
476   472 4
397   508 -111
1,031   1,317 -286
1,535   431 1,104
582   447 135
2,045   1,531 514
421   369 52
1,789   1,388 401
271   232 39
1,549   1,310 239
1,973   656 1,317
364   182 182
1,273   689 584
2,025   426 1,599
1,079   508 571
1,007   235 772
453   422 31
453   443 10
783   330 453
1,771   545 1,226
2,066   487 1,579
1,240   326 914
3,055   143 2,912
1,041   484 557
5,150   4,023 1,127
778   865 -87
1,162   467 695
1,375   655 720
1,030   362 668
442   467 -25
490   471 19
603   465 138
486   380 106
454   345 109
492   232 260
505   244 261
415   187 228
482   358 124
474   193 281
412   312 100
414   292 122
503   144 359
213   128 85
213   124 89
464   221 243
468   484 -16
715   616 99
574   545 29
390   405 -15
473   291 182
1,054   779 275
322   245 77
1,452   696 756
1,485   934 551
507   292 215
499   279 220
956   442 514
906   509 397
216   227 -11
919   864 55
54   52 2
331   239 92
580   494 86
687   157 530
1,030   917 113
795   708 87
408   109 299
475   436 39
173   91 82
690   586 104
345   277 68
519   144 375
576   440 136
257   72 185
1,284   350 934
380   308 72
379   308 71
719   668 51
1,202   740 462
1,202   803 399
401   472 -71
401   440 -39
401   455 -54
1,106   364 742
665   926 -261
931   1,372 -441
532   780 -248
399   589 -190
266   404 -138
399   597 -198
1,738   1,288 450
790   440 350
449   445 4
1,274   1,262 12
599   613 -14
300   308 -8
379   161 218
379   159 220
444   462 -18
592   594 -2
370   370 0
187   233 -46
747   928 -181
747   926 -179
560   652 -92
374   442 -68
560   640 -80
560   657 -97
200   162 38
627   516 111
126     126
162,208     162,208
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       -7
b       134
c       169
d       12
e       360
      509
      207
      -73
      1
      490
      33
      252
      251
      404
      258
      119
      838
      -77
      9
      178
      221
      33
      50
      -39
      142
      -31
      -18
      -49
      0
      -1
      211
      306
      597
      -42
      -32
      172
      467
      199
      13
      27
      186
      24
      121
      50
      663
      226
      -43
      -84
      -177
      151
      312
      315
      280
      60
      53
      -69
      155
      90
      128
      276
      515
      250
      73
      149
      327
      285
      48
      8
      494
      327
      245
      -33
      -23
      -12
      3
      -60
      242
      935
      462
      1,209
      334
      -50
      713
      -59
      560
      173
      -46
      256
      262
      448
      925
      115
      226
      602
      47
      31
      43
      248
      364
      54
      146
      594
      277
      -64
      -4
      -339
      4
      84
      -3
      -43
      -259
      272
      491
      214
      234
      -62
      -117
      -94
      584
      -14
      -65
      10
      38
      723
      686
      918
      793
      481
      385
      322
      374
      368
      308
      139
      20
      27
      41
      23
      229
      -37
      -15
      282
      -29
      4
      9
      20
      205
      168
      928
      607
      17
      119
      -19
      -78
      -121
      -234
      -373
      -562
      4
      -111
      -286
      1,104
      135
      514
      52
      401
      39
      239
      1,317
      182
      584
      1,599
      571
      772
      31
      10
      453
      1,226
      1,579
      914
      2,912
      557
      1,127
      -87
      695
      720
      668
      -25
      19
      138
      106
      109
      260
      261
      228
      124
      281
      100
      122
      359
      85
      89
      243
      -16
      99
      29
      -15
      182
      275
      77
      756
      551
      215
      220
      514
      397
      -11
      55
      2
      92
      86
      530
      113
      87
      299
      39
      82
      104
      68
      375
      136
      185
      934
      72
      71
      51
      462
      399
      -71
      -39
      -54
      742
      -261
      -441
      -248
      -190
      -138
      -198
      450
      350
      4
      12
      -14
      -8
      218
      220
      -18
      -2
      0
      -46
      -181
      -179
      -92
      -68
      -80
      -97
      38
      111
      126
      162,208
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 2 218,301
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 3,411
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 3,411
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 3,411
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,507
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,507
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 1,904
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
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 2024 or the taxable year beginning in 2024? 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 arrowMONTGOMERY MINCHIN Telephone no.right arrow (818) 986-8037

Located atright arrow15401 MULHOLLANDLOS ANGELESCA ZIP+4right arrow900771624
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 2024, 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 (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
 
No
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
MONTGOMERY MINCHIN PRESIDENT AND CFO
0.00 		0 0 0
3208 S BARRINGTON AVE APT E
LOS ANGELES,CA90066
MICHAEL M MINCHIN III SECRETARY
0.00 		0 0 0
15401 MULHOLLAND DRIVE
LOS ANGELES,CA900771624
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 (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,908,078
b
Average of monthly cash balances.......................
1b
16,591
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,924,669
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,924,669
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
28,870
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,895,799
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
94,790
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
94,790
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,411
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,411
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
91,379
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
91,379
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
91,379
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
168,785
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
168,785
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 91,379
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 65,096
f Total of lines 3a through e ........ 65,096
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 168,785
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 91,379
e Remaining amount distributed out of corpus 77,406
5 Excess distributions carryover applied to 2024. 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 5 142,502
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		142,502
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 65,096
e Excess from 2024.... 77,406
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

B2 THE WORLD

PO BOX 4693
WHEATON,IL60289 		NONE 501(C) CHARITABLE 5,000

CAMPUS CRUSADE FOR CHRIST INC

PO BOX 628222
ORLANDO,FL32862 		NONE 501(C) CHARITABLE 10,000

FRIENDS OF COMPTON YAL

700 N ALAMEDA ST
COMPTON,CA90221 		NONE 501(C) CHARITABLE 10,000

FULL GOSPEL FELLOWSHIP OF CHURCHES

1000 N BELT LINE RD STE 201
IRVING,TX75061 		NONE 501(C) CHARITABLE 25,000

PACIFICA CHRISTIAN HIGH SCHOOL

1730 WILSHIRE BLVD
SANTA MONICA,CA90403 		NONE 501(C) CHARITABLE 80,000

SHELTERING WINGS

5104 OLD HWY 66
LEASBURG,MO65535 		NONE 501(C) CHARITABLE 13,800

UCLA FOUNDATION

10920 WILSHIRE BLVD SUITE 900
LOS ANGELES,CA90024 		NONE 501(C) CHARITABLE 5,000

VINEYARD CHRISTIAN FELLOWSHIP

3838 S CENTINELA
LOS ANGELES,CA90066 		NONE 501(C) CHARITABLE 7,000

YOUNG LIFE

PO BOX 520
COLORADO SPRINGS,CO80901 		NONE 501(C) CHARITABLE 6,000
Total .................................right arrow 3a 161,800
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 36,981  
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 ............ 		    18 218,301  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 255,282 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
255,282
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
CAROLYN AND MICHAEL M MINCHIN JR
 
FOUNDATION
EIN:
95-4627186
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 6,910 0   6,910

TY 2024 InvestmentsOtherSchedule2
Name:
CAROLYN AND MICHAEL M MINCHIN JR
 
FOUNDATION
EIN:
95-4627186
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BERNSTEIN PUBLICLY-TRADED INVESTMENT PORTFOLIO AT COST 1,818,832 1,938,804

TY 2024 OtherExpensesSchedule
Name:
CAROLYN AND MICHAEL M MINCHIN JR
 
FOUNDATION
EIN:
95-4627186
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEES 75 0   75


TY 2024 OtherProfessionalFeesSchedule
Name:
CAROLYN AND MICHAEL M MINCHIN JR
 
FOUNDATION
EIN:
95-4627186
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BERNSTEIN MGMT FEE 8,626 8,626   0


TY 2024 TaxesSchedule
Name:
CAROLYN AND MICHAEL M MINCHIN JR
 
FOUNDATION
EIN:
95-4627186
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX WITHELD 1,279 1,279   0