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
SPM FOUNDATION INC
C/O SHEETS SMITH WEALTH MANAGEMENT
Number and street (or P.O. box number if mail is not delivered to street address)120 CLUB OAKS COURT 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WINSTONSALEM, NC27104
A Employer identification number

52-2038980
B Telephone number (see instructions)

(336) 765-2020
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$11,123,251J 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) 500,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 165,517 165,517  
5a Gross rents............ 39,371 39,371  
b Net rental income or (loss) 39,371
6a Net gain or (loss) from sale of assets not on line 10 918,102
b Gross sales price for all assets on line 6a 4,004,515
7 Capital gain net income (from Part IV, line 2)... 918,102
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........ 1,622,990 1,122,990  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 43,800 43,800   0
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
26,000 26,000   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
17,204 17,204   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
95,844 95,844   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 17,198 17,198   0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
52,957 52,957   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 253,003 253,003   0
25 Contributions, gifts, grants paid....... 936,000 936,000
26 Total expenses and disbursements. Add lines 24 and 25 1,189,003 253,003   936,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 433,987
b Net investment income (if negative, enter -0-) 869,987
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............. 598,705 259,445 259,445
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)....... 3,481,940 Click to see attachment
List of Attached Documents:
// Content
4,352,610 		4,352,610
c Investments—corporate bonds (attach schedule)....... 262,640 Click to see attachment
List of Attached Documents:
// Content
393,120 		393,120
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).......... 828,354 Click to see attachment
List of Attached Documents:
// Content
318,076 		318,076
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
5,800,000 		Click to see attachment
List of Attached Documents:
// Content
5,800,000 		Click to see attachment
List of Attached Documents:
// Content
5,800,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,971,639 11,123,251 11,123,251
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........... 10,971,639 11,123,251
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........    
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)..... 10,971,639 11,123,251
30 Total liabilities and net assets/fund balances (see instructions). 10,971,639 11,123,251
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
10,971,639
2
Enter amount from Part I, line 27a .....................
2
433,987
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
11,405,626
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
282,375
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,123,251
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 US BANK #19-5258 P    
b US BANK #19-5258 P    
c WINSTON CAPITAL MANAGEMENT P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,063,519   1,995,869 67,650
b 1,008,936   590,544 418,392
c 932,060   500,000 432,060
d
e
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       67,650
b       418,392
c       432,060
d
e
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 2 918,102
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 12,093
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 12,093
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 12,093
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,560
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 2,560
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 9,533
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
 
No
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 arrowMD
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 arrowSHEETS SMITH WEALTH MANAGEMENT Telephone no.right arrow (336) 765-2020

Located atright arrow120 CLUB OAKS COURT SUITE 200WINSTONSALEMNC ZIP+4right arrow27104
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
 
 
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
JAMIE SUE SCHULTE VICE PRESIDENT
0.00 		0 0 0
1402 WEST 52ND STREET
INDIANAPOLIS,IN46228
DOUGLAS PULLIAM MCDANIEL PRESIDENT
0.00 		0 0 0
46 GRAFTON ST
CHEVY CHASE,MD20815
MARGARET ANN GOLDSMITH TREASURER
0.00 		0 0 0
1544 FLICKER DR
WICKENBURG,AZ85358
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
10,759,703
b
Average of monthly cash balances.......................
1b
500,984
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
11,260,687
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
11,260,687
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
168,910
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,091,777
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
554,589
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
554,589
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
12,093
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
12,093
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
542,496
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
542,496
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
542,496
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
936,000
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
936,000
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 7 542,496
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...... 504,926
b From 2020...... 494,889
c From 2021...... 739,325
d From 2022...... 503,988
e From 2023...... 480,348
f Total of lines 3a through e ........ 2,723,476
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 936,000
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..... 542,496
e Remaining amount distributed out of corpus 393,504
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 3,116,980
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) ... 		504,926
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		2,612,054
10 Analysis of line 9:
a Excess from 2020.... 494,889
b Excess from 2021.... 739,325
c Excess from 2022.... 503,988
d Excess from 2023.... 480,348
e Excess from 2024.... 393,504
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

ALICE'S KIDS

PO BOX 60
MOUNT VERNON,VA22121 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000

AMBASSADOR CHRISTIAN SCHOOL

1994 UNIVERSITY CITY CHURCH DR
HUNTERSVILLE,NC28078 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 30,000

AMERICAN RED CROSS

441 10TH ST
INDIANAPOLIS,IN46202 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 6,000

ANTIQUARIAN HISTORICAL SOCIETY

PO BOX 125
CULVER,IN46511 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,500

ART LEAGUE OF OCEAN CITY

502 94TH ST
OCEAN CITY,MD21842 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 500

ATLANIC CLASSICAL ORCHESTRA

425 AVENUE A STE 301
FORT PIERCE,FL34950 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000

AVALON THEATER PROJECT

5612 CONNECTICUT AVE NW
WASHINGTON,DC20015 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000

BCC RESCUE SQUAD

PO BOX 342360
BETHESDA,MD20827 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000

BEEBE MEDICAL FOUNDATION

424 SAVANNAH RD
LEWES,DE19958 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000

BETHANY BEACH VFD

PO BOX 950
BETHANY BEACH,DE19930 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,000

BETHESDA CARES

7728 WOODMONT AVE
BETHESDA,MD20814 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000

BIG BROTHERSBIG SISTERS

1433 N MERIDIAN ST
INDIANAPOLIS,IN46202 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 20,000

BISHOP WALKER SCHOOL FOR BOYS

1801 MISSISSIPPI AVE SE
WASHINGTON,DC20020 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 4,500

BLESSED SACRAMENT CHURCH

3630 QUESADA ST NW
WASHINGTON,DC20015 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,000

BRAILLE INSTITUTE

741 N VERMONT AVE
LOS ANGELES,CA90029 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,500

CANCER SUPPORT COMMUNITY

2302 MARTIN LUTHER KING AVE
WASHINGTON,DC20020 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,500

CAPITAL AREA FOOD BANK

4900 PUERTO RICO AVE NE
WASHINGTON,DC20017 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000

CARINGMATTERS

518 S FREDERICK AVE
GAITHERSBURG,MD20877 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,500

CATHOLIC CHARITIES

924 G ST NW
WASHINGTON,DC20001 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 20,500

CENTRAL UNION MISSION

65 MASSACHUSETTS AVE NW
WASHINGTON,DC20001 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,500

CHESAPEAKE BAY FOUNDATION

6 HERNDON AVE
ANNAPOLIS,MD21403 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000

CHEVY CHASE AT HOME

PO BOX 15102
CHEVY CHASE,MD20825 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,000

CHEVY CHASE HISTORICAL

8401 CONNECTICUT AVE
CHEVY CHASE,MD20815 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 500

CHILDREN'S INN AT NIH

7 WEST DR
BETHESDA,MD20814 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 8,500

CHILDREN'S MUSEUM OF INDIANAPOLIS

3000 N MERIDIAN ST
INDIANAPOLIS,IN46208 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000

CHILDREN'S NATIONAL HOSPITAL FOUNDATION

1 INVENTA PLACE
SILVER SPRING,MD20910 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,500

CHRIST CHILD SOCIETY

6110 EXECUTIVE BLVD STE 504
ROCKVILLE,MD20852 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000

CLUB FOUNDATION

8500 RIVER RD
BETHESDA,MD20817 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000

COAST GUARD FOUNDATION

394 TAUGWONK RD
STONINGTON,CT06378 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,000

COLLEGE TRACKS

8737 COLESVILLE ROAD SUITE 1010
SILVER SPRING,MD20910 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,500

CULVER COMMUNITY CHRISTMAS BASKET

424 FOREST PL
CULVER,IN46511 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000

DAUGHTERS OF CHARITY

4330 OLIVE STREET
ST LOUIS,MO631082622 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000

DEPAUW UNIVERSITY

PO BOX 37
INDIANAPOLIS,IN46135 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 15,000

DRESS FOR SUCCESS

850 N MERIDIAN ST
INDIANAPOLIS,IN46202 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 10,000

FAIRBANKS HOSPITAL

8102 CLEARVISTA PKWY
INDIANAPOLIS,IN46256 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000

FISHER HOUSE FOUNDATION

PO BOX 2229
ROCKVILLE,MD20847 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000

GEORGETOWN VISITATION

1524 THIRTY-FIFTH ST NW
WASHINGTON,DC20007 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 4,500

GLOWMEDIA

2712 35TH PLACE NW
WASHINGTON,DC20007 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000

GOODWILL OF CENTRAL INDIANA

1635 W MICHIGAN ST
INDIANAPOLIS,IN46222 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 20,000

GW HEART & VASCULAR INSTITUTE

2150 PENNSYLVANIA AVE NW
WASHINGTON,DC20037 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000

HABITAT FOR HUMANITY MD

8380 COLESVILLE RD
SILVER SPRING,MD20910 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,500

HOLY CROSS CATHOLIC CHURCH

500 IRIS LN
VERO BEACH,FL32963 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000

HOLY REDEEMER CHURCH

9705 SUMMIT AVE
KENSINGTON,MD20895 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000

HOPE CONNECTIONS FOR CANCER SUPPORT

10100 LAUREATE WAY
BETHESDA,MD20814 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000

HOUSE OF HOPE MARYLAND

14500 NEW HAMPSHIRE AVE
SILVER SPRING,MD20904 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,500

HOUSE OF RUTH

5 THOMAS CIRCLE NW
WASHINGTON,DC20005 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,500

IMPACT 100

PO BOX 40531
INDIANAPOLIS,IN46240 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 10,000

INDIAN RIVER HABITAT FOR HUMANITY

4568 N US HWY 1
VERO BEACH,FL32967 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 26,000

INDIANAPOLIS SUZUKI ACADEMY

3959 CENTRAL AVE
INDIANAPOLIS,IN46205 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000

INDIANAPOLIS SYMPHONY

32 E WASHINGTON ST SUITE 600
INDIANAPOLIS,IN46204 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000

INDIANAPOLIS ZOO

1200 W WASHINGTON ST
INDIANAPOLIS,IN46222 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 10,000

INTERFAITH WORKS

114 W MONTGOMERY AVE
ROCKVILLE,MD20850 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 4,000

JUBILEE ASSOCIATION OF MARYLAND

10408 MONTGOMERY AVE
KENSINGTON,MD20895 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 4,000

KAMUKAMA FOUNDATION

PO BOX 5929
AUSTIN,TX78763 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 4,500

KIDS IN NEED DISTRIBUTORS

6917 ARLINGTON BLVD
BETHESDA,MD20814 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000

LAKE MAX ENVIRONMENTAL COUNCIL

116 N MAIN ST
CULVER,IN46511 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 15,000

LEVELING THE PLAYING FIELD

9170 BROOKVILLE RD
SILVER SPRING,MD20910 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000

LIFELINE CONNECT

PO BOX 3332
URBANA,IL61803 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 50,000

LITTLE FLOWER CHURCH

5607 MASSACHUSETTS AVE
BETHESDA,MD20816 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000

LITTLE SISTERS OF THE POOR

4200 HAREWOOD RD NE
WASHINGTON,DC20017 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 4,500

MADISON HOUSE AUTISM FOUNDATION

611 ROCKVILLE PIKE
ROCKVILLE,MD20852 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,500

MAKIAH'S HOPE FOUNDATION

1 WEST PINE CT
ST LOUIS,MO63108 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 118,000

MANNA FOOD CENTER

12301 OLD COLUMBIA PIKE
SILVER SPRING,MD20904 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,500

MARINE CORPS ASSOCIATION FOUNDATION

715 BROADWAY ST
QUANTICO,VA22134 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000

MARTHA'S TABLE

2375 ELVANS RD SE
WASHINGTON,DC20020 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,000

MATER DEI SCHOOL

9600 SEVEN LOCKS RD
BETHESDA,MD20817 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000

MCKEE GARDENS

350 US HGY 1
VERO BEACH,FL32962 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000

MD ANDERSON CANCER CENTER

PO BOX 301439
HOUSTON,TX77230 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000

MERCY HEALTH CLINIC

7 METROPOLITAN CT
GAITHERSBURG,MD20878 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000

MONSIGNOR SMYTH FUND

3630 QUESADA ST NW
WASHINGTON,DC20015 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,000

MONTGOMERY COUNTY COALITION FOR HOMELESS

405 E GUDE DR
ROCKVILLE,MD20850 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 500

MONTGOMERY COUNTY HUMANE SOCIETY

601 S STONESTREET AVE
ROCKVILLE,MD20850 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,500

MOORINGS EDUCATIONAL FUND

100 HARBOUR DR
VERO BEACH,FL32963 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 7,000

MY 180 YOUTH PROGRAM

1428 WARREN ST
ST LOUIS,MO63106 		  SEC 501(C)(3) EXEMPT SUPORT SERVICES 40,000

NATIONAL CENTER FOR CHILDREN AND FAMILIES

6301 GREENTREE RD
BETHESDA,MD20817 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,500

NORTHMINSTER PRESBYTERIAN CHURCH

1660 KESSLER BLVD EAST DR
INDIANAPOLIS,IN46220 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000

OCEAN CITY ART LEAGUE

502 94TH STREET
OCEAN CITY,MD21842 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000

OPEN ARMS HOME FOR CHILDREN

PO BOX 2198
LITCHFIELD PARK,AZ85340 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000

OPERATION HOMEFRONT

1600 WILSON BLVD
ARLINGTON,VA22209 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 4,000

OPERATION SECOND CHANCE

20251 CENTURY BLVD
GERMANTOWN,MD20874 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 500

OPERATION SMILE

3641 FACULTY BOULEVARD
VIRGINIA BEACH,VA23453 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000

OUR HOUSE

19715 ZION RD
BROOKEVILLE,MD20837 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000

PLAYTIME PROJECT

1525 NEWTON STREET NW
WASHINGTON,DC20010 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000

POOR ROBERTS MISSION

9436 TOBIN CIRCLE
POTOMAC,MD20854 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,500

RAINBOW PLACE SHELTER

215 W MONTGOMERY AVE
ROCKVILLE,MD20850 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 500

RED WIGGLER FARM FOUNDATION

23400 RIDGE RD
GERMANTOWN,MD20876 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000

REHOBETH ART LEAGUE

12 DODDS LANE
REHOBOTH BEACH,DE19971 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,500

RILEY CHILDREN'S FOUNDATION

30 S MERIDIAN ST STE 200
INDIANAPOLIS,IN46204 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 50,000

ROCK CREEK CONSERVANCY

7200 WISCONSIN AVE
BETHESDA,MD20814 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000

RONALD MCDONALD HOUSE OF DC

3727 14TH ST NE
WASHINGTON,DC20017 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,500

ROUNDHOUSE THEATER

4545 EAST WEST HWY
BETHESDA,MD20814 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000

SALVATION ARMY

PO BOX 3570
WASHINGTON,DC20027 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,000

SECOND CHANCE WILDLIFE RESCUE

7101 BARCELLONA DR
GAITHERSBURG,MD20879 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,000

SEEC

1300 SPRING STREET SUITE 400
SILVER SPRING,MD20910 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,500

SEEING EYE

1 SEEING EYE WAY
MORRISTOWN,NJ07962 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,000

SHEPHERD'S FOUNDATION

PO BOX 50
KENSINGTON,MD20895 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,500

SHEPHERD'S TABLE

PO BOX 50
KENSINGTON,MD20895 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,500

SHREWSBURY PARISH CHURCH

12824 SHREWSBURY CHURCH RD
KENNEDYVILLE,MD21645 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000

SPECIAL OLYMPICS MD

PO BOX 2157
BALTIMORE,MD21203 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,500

ST ANN'S CENTER FOR CHILDREN

4901 EASTERN AVE
HYATTSVILLE,MD20782 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 29,000

ST COLETTA OF GREATER WASHINGTON

1901 INDEPENDENCE AVE SE
WASHINGTON,DC20003 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,500

ST JOSEPH'S HOUSE

1505 CODY DR
SILVER SPRING,MD20902 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,500

ST PAUL'S EPISCOPAL CHURCH

6050 N MERIDIAN ST
INDIANAPOLIS,IN46208 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000

STAR OF HOPE

PO BOX 427
ELLINWOOD,KS67526 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000

STEPPING STONE SHELTER

1070 COPPERSTONE CT
ROCKVILLE,MD20852 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000

SUNFLOWER BAKERY

5951 HALPINE RD
ROCKVILLE,MD20851 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 4,500

SYCAMORE SCHOOL

1750 W 64TH ST
INDIANAPOLIS,IN46260 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 20,000

TED EVANS MUSIC THERAPY FUND

30 S MERIDIAN ST STE 200
INDIANAPOLIS,IN46204 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000

THE SOURCE

PO BOX 2458
VERO BEACH,FL32961 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000

TRI-STATE BIRD RESCUE

170 POSSUM HOLLOW RD
NEWARK,DE19711 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000

TUNNEL TO TOWERS

PO BOX 70719
PHILADELPHIA,PA19176 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 7,000

UNITED AGAINST POVERTY

1400 27TH ST
VERO BEACH,FL32960 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 25,000

VERO ART MUSEUM

3001 RIVERSIDE PARK DR
VERO BEACH,FL32963 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000

VNA & HOSPICE FOUNDATION

920 37TH PL STE 101
VERO BEACH,FL32960 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000

WASHINGTON JESUIT ACADEMY

900 VARNUM ST NE
WASHINGTON,DC20017 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 6,000

WASHINGTON SCHOOL FOR GIRLS

1901 MISSISSIPPI AVE SE
WASHINGTON,DC20020 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 4,500

WASHINGTON TOWNSHIP SCHOOLS FOUNDATION

8550 WOODFIELD CROSSING BLVD
INDIANAPOLIS,IN46240 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,500

WIDER CIRCLE

10325 KENSINGTON PKWY STE 70
KENSINGTON,MD20895 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 4,000

WOMEN FOR RILEY

30 S MERIDIAN ST STE 200
INDIANAPOLIS,IN46204 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 10,000

WOMEN'S CARE CENTER

360 N NOTRE DAME AVE
SOUTH BEND,IN46617 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 10,000

WOUNDED WARRIOR PROJECT

PO BOX 758514
TOPEKA,KS66675 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,500

YELLOW RIBBON FUND

PO BOX 41048
BETHESDA,MD20824 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 4,000

YOUTH ART OF HEALING

PO BOX 30183
BETHESDA,MD20824 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 4,000

AMERICAN PIANIST ASSOCIATION

4603 CLAREDON RD SUITE 030
INDIANAPOLIS,IN46208 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000

APPALACHIAN CHILDRENS FUND

5 DEPOT STREET
ATHENS,OH45701 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000

ARC OF MONTGOMERY COUNTY

7362 CALHOUN PLACE
ROCKVILLE,MD20855 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,500

BEEBE HEALTHCARE

424 SAVANNAH RD
LEWES,DE19958 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000

DOG INC

4210 77TH ST E
PALMETTO,FL34221 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000

ELIJAH STREAMS

525 2ND AVE SW SUITE 629
ALBANY,OR97321 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 15,000

FRIENDS OF THE FARM

1224 MCCORMICK RD
MECHANICSBURG,PA17055 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 500

FOLDS OF HONOR

5971 N PATRIOT DRIVE
OWASSO,OK74055 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000

HUMANE SOCIETY OF WICKENSBURG

4000 INDUSTRIAL RD
WICKENSBURG,AZ85390 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 10,000

INDIANA UNITED METHODIST CHILDRENS

515 W CAMP STREET
LEBANON,IN46052 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,500

JULIE GREEN MINISTRIES

4620 E 53RD ST SUITE 200
DAVENPORT,IA52807 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000

LIGHTS OUT DC

15 OGLETHORPE ST NW
WASHINGTON,DC20011 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000

LITTLE ANGEL GOWNS

144 CAREY DR
NOBLESVILLE,IN46060 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 10,000

MERCY SHIPS

PO BOX 1930
GARDEN VALLEY,TX75771 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000

NAMI MONTGOMERY COUNTY

1 RESEARCH COURT SUITE 315
ROCKVILLE,MD20850 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,000

NATHAN FRENCH MINISTRIES

PO BOX 1832
GIG HARBOR,WA98335 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000

NVA & HOSPICE FOUNDATION

920 37TH PL 101
VERO BEACH,FL32960 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000

RIVERSIDE THEATRE

3250 RIVERSIDE PARK R
VERO BEACH,FL32963 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 500

SAVE OUR BEACH VIEW

BETHANY BEACH
BETHANY BEACH,DE19330 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000

SOUTHEASTERN COASTAL VILLAGE VOLUNTEER

PO BOX 1453
BETHANY BEACH,DE19930 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000

TIMOTHY DIXON MINISTRIES

PO BOX 417
MIDLAND CITY,AL36350 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,500

TUNNELS 2 TOWERS

2361 HYLAN BOULEVARD
STATEN ISLAND,NY10306 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,500

VERO BEACH MUSEUM OF ART

3001 RIVERSIDE PARK DR
VERO BEACH,FL32963 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000

VICTORY HOUSING

6001 EXECUTIVE BLVD SUITE 300
ROCKVILLE,MD20852 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000

VFW POST

211 N FREDERICK AVE K
GAITHERSBURG,MD20877 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,500

COMMUNITY FOUNDATION OF FREDERICK

312 E CHURCH ST
FREDERICK,MD21701 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,500

LIVING FAITH INTERNATIONAL

166 RHAPTA ROAD
NAIROBI    
KE 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 25,000

LORD OF HOST CHURCH

5351 S 139TH ST
OMAHA,NE68137 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000

MANUAL JOHNSON MINISTRIES

2632 WILSHIRE BLVD SUITE 642
SANTA MONICA,CA90403 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,500

MARINE TOYS FOR TOTS FOUNDATION

18251 QUANTICO GATEWAY DRIVE
TRIANGLE,VA22172 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,500

PEACEFUL VALLEY DONKEY RESCUE

PO BOX 216
MILES,TX76861 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000

BETHESDA FIRE DEPT

6600 WISCONSIN AVENUE
CHEVY CHASE,MD20815 		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
Total .................................right arrow 3a 936,000
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 ....     14 165,517  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 39,371  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 918,102  
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 1,122,990 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,122,990
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
SPM FOUNDATION INC
C/O SHEETS SMITH WEALTH MANAGEMENT
Employer identification number

52-2038980
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
SPM FOUNDATION INC
C/O SHEETS SMITH WEALTH MANAGEMENT 		Employer identification number
52-2038980
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
SUZANNE P MURPHY
8300 BURDETTE RD E512
 
BETHESDA, MD20817

$ 500,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
SPM FOUNDATION INC
C/O SHEETS SMITH WEALTH MANAGEMENT 		Employer identification number

52-2038980
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
SPM FOUNDATION INC
C/O SHEETS SMITH WEALTH MANAGEMENT 		Employer identification number

52-2038980
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
SPM FOUNDATION INC
 
C/O SHEETS SMITH WEALTH MANAGEMENT
EIN:
52-2038980
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING & TAX PREPARATION 26,000 26,000   0

TY 2024 InvestmentsCorpBondsSchedule
Name:
SPM FOUNDATION INC
 
C/O SHEETS SMITH WEALTH MANAGEMENT
EIN:
52-2038980
Name of Bond End of Year Book Value End of Year Fair Market Value
SPDR INTERMED TERM CORP BOND 393,120 393,120

TY 2024 InvestmentsCorpStockSchedule
Name:
SPM FOUNDATION INC
 
C/O SHEETS SMITH WEALTH MANAGEMENT
EIN:
52-2038980
Name of Stock End of Year Book Value End of Year Fair Market Value
ISHARES S&P 500 ETF 2,649,060 2,649,060
SCHWAB FUNDAMENTAL US LARGE CO 106,560 106,560
SPDR PORTFOLIO SP 1500 107,145 107,145
VANECK VECTORS PREF SECS 129,375 129,375
SPDR PORTFOLIO HIGH YIELD BOND ETF 176,025 176,025
VIRTUS SEIX SENIOR LOAN ETF 179,475 179,475
WISDOMTREE US QUALITY DIVIDEND 121,395 121,395
SPDR PORTFOLIO DEVELOPED WLD EX US 511,950 511,950
PGIM EFT ULTRA SHORT 371,625 371,625

TY 2024 InvestmentsOtherSchedule2
Name:
SPM FOUNDATION INC
 
C/O SHEETS SMITH WEALTH MANAGEMENT
EIN:
52-2038980
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MONROE CAPITAL INCOME PLUS CORP FMV 318,076 318,076

TY 2024 OtherAssetsSchedule
Name:
SPM FOUNDATION INC
 
C/O SHEETS SMITH WEALTH MANAGEMENT
EIN:
52-2038980
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
REAL ESTATE INVESTMENT 5,800,000 5,800,000 5,800,000


TY 2024 OtherDecreasesSchedule
Name:
SPM FOUNDATION INC
 
C/O SHEETS SMITH WEALTH MANAGEMENT
EIN:
52-2038980
Description Amount
UNREALIZED GAINS/LOSSES ON INVESTMENTS 282,375


TY 2024 OtherExpensesSchedule
Name:
SPM FOUNDATION INC
 
C/O SHEETS SMITH WEALTH MANAGEMENT
EIN:
52-2038980
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LANDSCAPING 9,765 9,765   0
INSURANCE 4,635 4,635   0
OTHER REAL ESTATE EXPENSES 38,557 38,557   0


TY 2024 OtherProfessionalFeesSchedule
Name:
SPM FOUNDATION INC
 
C/O SHEETS SMITH WEALTH MANAGEMENT
EIN:
52-2038980
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT COUNSEL FEES 16,177 16,177   0
OTHER ADMINISTRATIVE COSTS 1,027 1,027   0


TY 2024 TaxesSchedule
Name:
SPM FOUNDATION INC
 
C/O SHEETS SMITH WEALTH MANAGEMENT
EIN:
52-2038980
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
REAL ESTATE TAXES 68,898 68,898   0
TAXES 26,946 26,946   0