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
ANCHOR AND HOPE SAM R SAYERS
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 505 MAC H0006-092
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAINT LOUIS, MO63166
A Employer identification number

54-1683736
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,721,206J 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... 52,022 50,652  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 274,755
b Gross sales price for all assets on line 6a 918,590
7 Capital gain net income (from Part IV, line 2)... 274,755
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 326,777 325,407  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 23,503 17,628   5,876
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,295 0 0 1,295
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
8,169 1,329   6,840
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,363 844   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
19 19    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 37,349 19,820 0 14,011
25 Contributions, gifts, grants paid....... 76,000 76,000
26 Total expenses and disbursements. Add lines 24 and 25 113,349 19,820 0 90,011
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 213,428
b Net investment income (if negative, enter -0-) 305,587
c Adjusted net income (if negative, enter -0-)... 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.............      
2 Savings and temporary cash investments......... 74,492 62,863 62,863
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 325,517 Click to see attachment
List of Attached Documents:
// Content
344,716 		669,761
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).......... 758,290 Click to see attachment
List of Attached Documents:
// Content
972,547 		988,582
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) 1,158,299 1,380,126 1,721,206
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,158,299 1,380,126
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)..... 1,158,299 1,380,126
30 Total liabilities and net assets/fund balances (see instructions). 1,158,299 1,380,126
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
1,158,299
2
Enter amount from Part I, line 27a .....................
2
213,428
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
8,868
4
Add lines 1, 2, and 3 ..........................
4
1,380,595
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
469
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,380,126
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 80. AT & T INC   2018-04-03 2024-01-25
b 57. APPLE INC   2010-08-31 2024-01-25
c 145. CVS HEALTH CORPORATION     2024-01-25
d 62. CISCO SYSTEMS INC   2013-03-06 2024-01-25
e 17. COGNIZANT TECH SOLUTIONS CRP COM   2017-08-17 2024-01-25
100. WALT DISNEY CO   2012-05-10 2024-01-25
30. FIDELITY NATL INFORMATION SVCS INC   2021-03-16 2024-01-25
150. INTERPUBLIC GROUP COS INC   2021-03-16 2024-01-25
48. JPMORGAN CHASE & CO   2004-03-01 2024-01-25
10. LAM RESEARCH CORP COM   2020-09-08 2024-01-25
90. LAS VEGAS SANDS CORP   2014-10-20 2024-01-25
18. ELI LILLY & CO COM   2017-08-17 2024-01-25
62. MANULIFE FINANCIAL CORP   2016-05-25 2024-01-25
20. MICROSOFT CORP   2018-04-03 2024-01-25
53. NIKE INC CL B   2018-04-03 2024-01-25
3. ORGANON & CO   2017-08-17 2024-01-25
120. SYSCO CORP   2020-09-08 2024-01-25
74. TARGET CORP   2011-04-13 2024-01-25
11. THERMO FISHER SCIENTIFIC INC     2024-01-25
27. UNION PACIFIC CORP   2012-10-18 2024-01-25
26. UNITEDHEALTH GROUP INC   2010-12-13 2024-01-25
19. WARNER BROS DISCOVERY INC   2018-04-03 2024-01-25
30. WASTE MANAGEMENT INC     2024-01-25
25. MEDTRONIC PLC   2021-03-16 2024-01-25
680. ISHARES S&P MID-CAP 400 GROWTH     2024-02-28
150. ISHARES CORE S&P SMALL-CAP E   2011-08-18 2024-02-28
200. ISHARES CORE MSCI EMERGING ETF   2022-12-15 2024-02-28
400. VANGUARD LONG-TERM BOND ETF   2022-12-15 2024-02-28
11. ADVANCED MICRO DEVICES INC   2024-01-25 2024-03-25
60. DIAGEO PLC - ADR     2024-03-25
3. ELI LILLY & CO COM   2017-08-17 2024-03-25
67. NIKE INC CL B   2018-04-03 2024-03-25
15. EATON CORP PLC   2024-01-25 2024-03-25
7. ABBVIE INC   2024-01-25 2024-03-26
7. ADVANCED MICRO DEVICES INC   2023-10-18 2024-03-26
14. ALPHABET INC CL C   2016-05-25 2024-03-26
9. APPLE INC   2010-08-31 2024-03-26
2. BLACKROCK INC   2014-06-12 2024-03-26
9. BLACKSTONE INC   2024-01-25 2024-03-26
6. BOEING CO   2024-01-25 2024-03-26
1. BOOKING HOLDINGS INC   2024-01-25 2024-03-26
1. BROADCOM INC   2024-01-25 2024-03-26
9. CELANESE CORP   2024-01-25 2024-03-26
22. CISCO SYSTEMS INC   2013-03-06 2024-03-26
18. CITIGROUP INC.   2021-03-16 2024-03-26
2. META PLATFORMS INC   2023-10-18 2024-03-26
3. HOME DEPOT INC   2024-01-25 2024-03-26
6. JPMORGAN CHASE & CO   2004-03-01 2024-03-26
2. ELI LILLY & CO COM   2017-01-10 2024-03-26
45. MANULIFE FINANCIAL CORP   2016-05-25 2024-03-26
10. MERCK & CO INC NEW   2024-01-25 2024-03-26
5. MICROSOFT CORP   2018-04-03 2024-03-26
12. STARBUCKS CORP COM   2023-10-18 2024-03-26
30. SUNCOR ENERGY INC NEW F   2023-10-18 2024-03-26
17. TOTAL S.A. - ADR   2024-01-25 2024-03-26
7. UNITED PARCEL SERVICE-CL B   2020-09-08 2024-03-26
6. WASTE MANAGEMENT INC   2020-09-08 2024-03-26
8. GARMIN LTD   2024-01-25 2024-03-26
25. ALPHABET INC CL C   2016-05-25 2024-04-29
7. APPLE INC   2010-08-31 2024-04-29
2. BROADCOM INC   2024-01-25 2024-04-29
600. ISHARES S&P MID-CAP 400 GROWTH   2011-08-18 2024-04-29
150. ISHARES CORE S&P SMALL-CAP E   2011-08-18 2024-04-29
6. JPMORGAN CHASE & CO   2004-03-01 2024-04-29
2. LAM RESEARCH CORP COM   2020-09-08 2024-04-29
4. MICROSOFT CORP   2018-04-03 2024-04-29
32. REGIONS FINL CORP NEW   2023-10-18 2024-04-29
2. THERMO FISHER SCIENTIFIC INC   2016-05-25 2024-04-29
22. UNILEVER PLC - ADR   2024-03-25 2024-04-29
5. UNION PACIFIC CORP   2012-10-18 2024-04-29
400. VANGUARD LONG-TERM BOND ETF   2022-12-15 2024-04-29
4. VISA INC-CLASS A SHRS   2024-01-25 2024-04-29
6. EATON CORP PLC   2024-01-25 2024-04-29
15. ABBVIE INC   2024-01-25 2024-06-06
6. ADOBE SYS INC   2024-01-25 2024-06-06
11. ADVANCED MICRO DEVICES INC     2024-06-06
38. ALPHABET INC CL C   2016-05-25 2024-06-06
64. APPLE INC   2010-08-31 2024-06-06
3. BLACKROCK INC   2014-06-12 2024-06-06
13. BLACKSTONE INC   2024-01-25 2024-06-06
12. BLACKSTONE INC   2021-03-16 2024-06-06
15. BOEING CO   2024-01-25 2024-06-06
4. BROADCOM INC   2024-01-25 2024-06-06
19. CELANESE CORP   2024-01-25 2024-06-06
24. CISCO SYSTEMS INC   2024-03-25 2024-06-06
16. CISCO SYSTEMS INC   2013-03-06 2024-06-06
46. CITIGROUP INC.   2021-03-16 2024-06-06
28. COGNIZANT TECH SOLUTIONS CRP COM   2017-08-17 2024-06-06
18. ELECTRONIC ARTS INC   2024-01-25 2024-06-06
19. META PLATFORMS INC     2024-06-06
12. HILTON WORLDWIDE HOLDINGS IN   2024-03-25 2024-06-06
7. HOME DEPOT INC   2024-01-25 2024-06-06
76. ISHARES CORE MSCI EMERGING ETF   2022-12-15 2024-06-06
18. JPMORGAN CHASE & CO   2004-03-01 2024-06-06
4. LAM RESEARCH CORP COM     2024-06-06
6. ELI LILLY & CO COM     2024-06-06
111. MANULIFE FINANCIAL CORP   2016-05-25 2024-06-06
11. MCDONALDS CORP   2024-01-25 2024-06-06
31. MERCK & CO INC NEW   2024-01-25 2024-06-06
36. MICROSOFT CORP   2018-04-03 2024-06-06
35. MONDELEZ INTERNATIONAL INC   2024-01-25 2024-06-06
22. RTX CORP   2021-03-16 2024-06-06
101. REGIONS FINL CORP NEW   2024-03-25 2024-06-06
3702. T ROWE PR OVERSEAS STOCK-I #521     2024-06-06
19. STARBUCKS CORP COM   2023-10-18 2024-06-06
80. SUNCOR ENERGY INC NEW F   2023-10-18 2024-06-06
10. TARGET CORP   2011-04-13 2024-06-06
3. THERMO FISHER SCIENTIFIC INC   2016-05-25 2024-06-06
52. TORONTO DOMINION BK ONT COM NEW     2024-06-06
50. TOTAL S.A. - ADR   2015-10-28 2024-06-06
31. UNILEVER PLC - ADR   2024-03-25 2024-06-06
6. UNION PACIFIC CORP   2012-10-18 2024-06-06
11. UNITED PARCEL SERVICE-CL B   2020-09-08 2024-06-06
4. UNITEDHEALTH GROUP INC   2024-03-25 2024-06-06
7. UNITEDHEALTH GROUP INC   2010-12-13 2024-06-06
12. VISA INC-CLASS A SHRS   2024-01-25 2024-06-06
9. WASTE MANAGEMENT INC   2020-09-08 2024-06-06
9. EATON CORP PLC   2024-01-25 2024-06-06
17. GARMIN LTD     2024-06-06
14. TE CONNECTIVITY LTD   2024-01-25 2024-06-06
5035.247 BAIRD AGGREGATE BOND FUND-INST 72   2023-12-27 2024-08-20
6813.753 BAIRD AGGREGATE BOND FUND-INST 72   2023-07-07 2024-08-20
4. BOOKING HOLDINGS INC   2024-01-25 2024-08-20
42. ELECTRONIC ARTS INC     2024-08-20
5840. PIMCO TOTAL RET FD-INST #35     2024-08-20
196. PIMCO ENHANCED SHORT MATURITY ETF   2024-06-06 2024-08-20
300. PIMCO ENHANCED SHORT MATURITY ETF   2023-07-07 2024-08-20
96. VANGUARD MIDCAP VIPER   2024-04-29 2024-08-20
20. BROADCOM INC   2024-01-25 2024-09-26
4. BROADCOM INC   2021-03-16 2024-09-26
3. META PLATFORMS INC   2024-08-20 2024-09-26
146. TORONTO DOMINION BK ONT COM NEW   2023-10-18 2024-09-26
13. GARMIN LTD   2023-10-18 2024-09-26
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,360   2,153 -793
b 11,052   493 10,559
c 10,371   7,211 3,160
d 3,239   1,344 1,895
e 1,324   1,203 121
9,413   4,540 4,873
1,850   4,373 -2,523
4,888   4,374 514
8,292   1,980 6,312
8,673   3,054 5,619
4,479   5,683 -1,204
11,287   1,413 9,874
1,352   930 422
8,064   1,776 6,288
5,311   3,499 1,812
50   89 -39
9,031   7,145 1,886
10,448   3,699 6,749
5,931   2,209 3,722
6,456   1,697 4,759
12,576   971 11,605
200   649 -449
5,543   3,617 1,926
2,132   2,970 -838
58,190   17,137 41,053
16,030   4,497 11,533
10,042   9,344 698
28,454   31,106 -2,652
1,983   1,968 15
8,756   8,748 8
2,320   235 2,085
6,259   4,423 1,836
4,702   3,677 1,025
1,254   1,152 102
1,240   717 523
2,130   509 1,621
1,536   78 1,458
1,640   618 1,022
1,161   1,116 45
1,139   1,206 -67
3,670   3,507 163
1,348   1,235 113
1,517   1,300 217
1,092   477 615
1,110   1,321 -211
1,018   638 380
1,149   1,052 97
1,176   248 928
1,547   153 1,394
1,095   675 420
1,259   1,198 61
2,122   444 1,678
1,090   1,128 -38
1,103   1,031 72
1,161   1,099 62
1,059   1,093 -34
1,272   662 610
1,180   998 182
4,199   908 3,291
1,220   61 1,159
2,674   2,470 204
52,432   13,741 38,691
15,935   4,497 11,438
1,162   248 914
1,853   611 1,242
1,605   355 1,250
631   532 99
1,154   302 852
1,130   1,100 30
1,203   314 889
27,375   31,106 -3,731
1,089   1,085 4
1,952   1,471 481
2,527   2,468 59
2,761   3,717 -956
1,854   1,585 269
6,771   1,381 5,390
12,497   554 11,943
2,335   926 1,409
1,559   1,606 -47
1,439   831 608
2,860   3,015 -155
5,594   4,940 654
2,796   2,745 51
1,109   1,192 -83
740   347 393
2,849   3,375 -526
1,862   1,981 -119
2,480   2,495 -15
9,420   7,471 1,949
2,408   2,522 -114
2,320   2,455 -135
4,064   3,552 512
3,547   743 2,804
3,852   1,054 2,798
5,015   467 4,548
2,878   1,664 1,214
2,870   3,264 -394
4,035   3,714 321
15,237   3,196 12,041
2,391   2,600 -209
2,383   1,725 658
1,880   2,026 -146
49,459   45,613 3,846
1,560   1,785 -225
3,074   2,749 325
1,458   500 958
1,741   454 1,287
2,914   3,098 -184
3,543   2,426 1,117
1,736   1,551 185
1,369   377 992
1,507   1,717 -210
2,001   1,949 52
3,502   261 3,241
3,317   3,256 61
1,818   993 825
2,826   2,206 620
2,784   1,816 968
2,091   2,007 84
50,453   49,997 456
68,274   65,067 3,207
14,813   14,027 786
6,253   5,569 684
51,158   49,221 1,937
19,681   19,662 19
30,124   29,850 274
24,201   23,211 990
3,581   2,470 1,111
716   191 525
1,725   1,583 142
9,202   8,581 621
2,264   1,374 890
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
      4,372
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       -793
b       10,559
c       3,160
d       1,895
e       121
      4,873
      -2,523
      514
      6,312
      5,619
      -1,204
      9,874
      422
      6,288
      1,812
      -39
      1,886
      6,749
      3,722
      4,759
      11,605
      -449
      1,926
      -838
      41,053
      11,533
      698
      -2,652
      15
      8
      2,085
      1,836
      1,025
      102
      523
      1,621
      1,458
      1,022
      45
      -67
      163
      113
      217
      615
      -211
      380
      97
      928
      1,394
      420
      61
      1,678
      -38
      72
      62
      -34
      610
      182
      3,291
      1,159
      204
      38,691
      11,438
      914
      1,242
      1,250
      99
      852
      30
      889
      -3,731
      4
      481
      59
      -956
      269
      5,390
      11,943
      1,409
      -47
      608
      -155
      654
      51
      -83
      393
      -526
      -119
      -15
      1,949
      -114
      -135
      512
      2,804
      2,798
      4,548
      1,214
      -394
      321
      12,041
      -209
      658
      -146
      3,846
      -225
      325
      958
      1,287
      -184
      1,117
      185
      992
      -210
      52
      3,241
      61
      825
      620
      968
      84
      456
      3,207
      786
      684
      1,937
      19
      274
      990
      1,111
      525
      142
      621
      890
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 274,755
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 4,248
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 4,248
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 4,248
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,968
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,968
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 2,280
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 arrow0 Refundedright arrow 11 0
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowVA
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 arrowWELLS FARGO BANK NA Telephone no.right arrow (800) 352-3705

Located atright arrow100 N MAIN ST FL 5D4001-052WINSTON SALEMNC ZIP+4right arrow27101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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)
Yes
 
(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
WELLS FARGO BANK N A TRUSTEE
1 		23,503    
100 N MAIN ST FL 5D4001-052
WINSTONSALEM,NC27101
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (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 arrow  
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
1,632,234
b
Average of monthly cash balances.......................
1b
58,521
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,690,755
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
1,690,755
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
25,361
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,665,394
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
83,270
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
83,270
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,248
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,248
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
79,022
4
Recoveries of amounts treated as qualifying distributions................
4
8,000
5
Add lines 3 and 4............................
5
87,022
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
87,022
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
90,011
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
90,011
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 87,022
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 55,906
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 90,011
a Applied to 2023, but not more than line 2a 55,906
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..... 34,105
e Remaining amount distributed out of corpus 0
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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		52,917
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 ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
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).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow 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 e-mail address of the person to whom applications should be addressed:
CENTER FOR SCHOLARSHIP ADMIN
4320 WADE HAMPTON BLVD STE G
TAYLORS,SC29687
(864) 268-3363
bThe form in which applications should be submitted and information and materials they should include:
VISIT WWW.CSASCHOLARS.ORG FOR COMPLETE DETAILS
cAny submission deadlines:
MARCH 1ST
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
VISIT WWW.CSASCHOLARS.ORG FOR A COMPLETE LIST OF REQUIREMENTS
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

LOUISIANA STATE UNIVERSITY
FBO ALEXIS CASSELL
PLEASANT HALL
BATON ROUGE,LA70803 		NONE I SCHOLARSHIP 4,000

UNIVERSITY OF VIRGINIA
FBO OWEN CHATTERTON
PO BOX 400160
CHARLOTTESVILLE,VA22904 		NONE I SCHOLARSHIP 4,000

BRIDGEWATER COLLEGE
FBO OLIVIA CRIGGER
402 EAST COLLEGE STREET
BRIDGEWATER,VA22812 		NONE I SCHOLARSHIP 4,000

KING UNIVERSITY
FBO MADISON DALTON
1350 KING COLLEGE ROAD
BRISTOL,TN37620 		NONE I SCHOLARSHIP 4,000

LEE UNIVERSITY
FBO KELSEY DAVIS
PO BOX 3450
CLEVELAND,TN373203450 		NONE I SCHOLARSHIP 4,000

ASBURY UNIVERSITY
FBO LEAH DRUMMOND
ONE MACKLEM DRIVE
WILMORE,KY40390 		NONE I SCHOLARSHIP 4,000

VIRGINIA POLYTECHNIC INSTITUTE AND STATE
FBO NATHAN DUNFORD
STUDENT SERVICES BUILDING SUITE 200
BLACKSBURG,VA24061 		NONE I SCHOLARSHIP 4,000

VIRGINIA POLYTECHNIC INSTITUTE AND STATE
FBO ANNABELLE FICUS
STUDENT SERVICES BUILDING SUITE 200
BLACKSBURG,VA24061 		NONE I SCHOLARSHIP 4,000

HAMPDEN-SYDNEY COLLEGE
FBO JOSEPH MINTON
GRAHAM HALL
HAMPDEN SYDNEY,VA23943 		NONE I SCHOLARSHIP 4,000

SWEET BRIAR COLLEGE
FBO MAGGIE MINTON
134 CHAPEL ROAD
SWEET BRIAR,VA24595 		NONE I SCHOLARSHIP 4,000

STANFORD UNIVERSITY
FBO OSCAR MONTGOMERY
355 GALVEZ STREET
STANFORD,CA943056106 		NONE I SCHOLARSHIP 4,000

DAVIS AND ELKINS COLLEGE
FBO ANDREA PANNELL
100 CAMPUS DRIVE
ELKINS,WV26241 		NONE I SCHOLARSHIP 4,000

VIRGINIA POLYTECHNIC INSTITUTE AND STATE
FBO CHLOE PATTON
STUDENT SERVICES BUILDING SUITE 200
BLACKSBURG,VA24061 		NONE I SCHOLARSHIP 4,000

UNIVERSITY OF VIRGINIA
FBO ELLA RICHARDSON
PO BOX 400160
CHARLOTTESVILLE,VA22904 		NONE I SCHOLARSHIP 4,000

MARSHALL UNIVERSITY
FBO TATUM ROBINSON
ONE JOHN MARSHALL DRIVE
HUNTINGTON,WV257554200 		NONE I SCHOLARSHIP 4,000

EAST TENNESSEE STATE UNIVERSITY
FBO KYLIE SIMMS
105 BURGIN DOSSETT
JOHNSON CITY,TN376141710 		NONE I SCHOLARSHIP 4,000

LONGWOOD UNIVERSITY
FBO ZACHARIAH STEPHENS
201 HIGH STREET
FARMVILLE,VA23909 		NONE I SCHOLARSHIP 4,000

WYTHEVILLE COMMUNITY COLLEGE
FBO MAKAELA UMBERGER
1000 EAST MAIN STREET
WYTHEVILLE,VA24382 		NONE I SCHOLARSHIP 4,000

VIRGINIA COMMONWEALTH UNIVERSITY
FBO ELIJAH VARNEY
907 FLOYD AVE
RICHMOND,VA23284 		NONE I SCHOLARSHIP 4,000
Total .................................right arrow 3a 76,000
bApproved for future payment
Total ................................. right arrow 3b  
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 52,022  
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 ............ 		    18 274,755  
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) ..   326,777  
13Total. Add line 12, columns (b), (d), and (e)..................
13
326,777
(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:
ANCHOR AND HOPE SAM R SAYERS
EIN:
54-1683736
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,295     1,295

TY 2024 InvestmentsCorpStockSchedule
Name:
ANCHOR AND HOPE SAM R SAYERS
EIN:
54-1683736
Name of Stock End of Year Book Value End of Year Fair Market Value
94106L109 WASTE MANAGEMENT INC 4,966 9,081
150870103 CELANESE CORP 4,933 5,468
17275R102 CISCO SYSTEMS INC 3,902 10,656
192446102 COGNIZANT TECH SOLUT 4,835 6,152
75513E101 RTX CORP 7,097 12,266
907818108 UNION PACIFIC CORP 3,987 9,122
25243Q205 DIAGEO PLC - ADR    
911312106 UNITED PARCEL SERVIC 9,650 10,088
883556102 THERMO FISHER SCIENT 3,343 8,324
126650100 CVS HEALTH CORPORATI    
594918104 MICROSOFT CORP 9,374 56,481
02079K107 ALPHABET INC CL C 10,480 45,134
654106103 NIKE INC CL B    
097023105 BOEING CO 9,068 11,328
92826C839 VISA INC-CLASS A SHR 10,460 14,854
89151E109 TOTALENERGIES SE -SP 11,097 13,298
46625H100 JPMORGAN CHASE & CO 4,868 23,252
91324P102 UNITEDHEALTH GROUP I 2,938 17,705
037833100 APPLE INC 7,191 62,855
517834107 LAS VEGAS SANDS CORP    
172967424 CITIGROUP INC. 12,152 16,190
867224107 SUNCOR ENERGY INC NE 12,352 15,093
58933Y105 MERCK & CO INC NEW 11,131 11,042
87612E106 TARGET CORP 3,681 6,489
H84989104 TE CONNECTIVITY LTD    
532457108 ELI LILLY & CO COM 4,450 18,528
00206R102 AT & T INC    
56501R106 MANULIFE FINANCIAL C 7,606 15,079
09247X101 BLACKROCK INC    
512807108 LAM RESEARCH CORP CO    
871829107 SYSCO CORP    
254687106 WALT DISNEY CO    
460690100 INTERPUBLIC GROUP CO    
609207105 MONDELEZ INTERNATION 6,977 6,331
G29183103 EATON CORP PLC 7,506 15,266
68622V106 ORGANON & CO    
31620M106 FIDELITY NATL INFORM    
11135F101 BROADCOM INC 9,040 33,849
09260D107 BLACKSTONE INC 7,782 17,242
G5960L103 MEDTRONIC PLC    
934423104 WARNER BROS DISCOVER    
00287Y109 ABBVIE INC 9,349 10,840
007903107 ADVANCED MICRO DEVIC 7,164 7,731
285512109 ELECTRONIC ARTS INC    
30303M102 META PLATFORMS INC 18,274 31,618
7591EP100 REGIONS FINL CORP NE 7,215 9,667
855244109 STARBUCKS CORP COM 7,730 7,574
891160509 TORONTO DOMINION BK    
H2906T109 GARMIN LTD 5,391 10,519
00724F101 ADOBE INC 11,161 8,449
023135106 AMAZON COM INC COM 24,717 29,398
032654105 ANALOG DEVICES INC 8,756 8,286
09290D101 BLACKROCK FUNDING IN 3,950 11,276
43300A203 HILTON WORLDWIDE HOL 9,492 11,122
437076102 HOME DEPOT INC 9,117 10,114
49338L103 KEYSIGHT TECHNOLOGIE 6,497 6,104
512807306 LAM RESH CORP 1,936 10,112
580135101 MCDONALDS CORP 10,607 10,436
904767704 UNILEVER PLC - ADR 6,816 8,051
G87052109 TE CONNECTIVITY PLC 5,678 7,291

TY 2024 InvestmentsOtherSchedule2
Name:
ANCHOR AND HOPE SAM R SAYERS
EIN:
54-1683736
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
464287804 ISHARES CORE S&P SMA      
74440Y884 PGIM HIGH YIELD-Q 10 AT COST 53,077 50,335
722005667 PIMCO COMMODITY REAL AT COST 41,823 35,097
464287606 ISHARES S&P MID-CAP      
46434G103 ISHARES CORE MSCI EM AT COST 29,154 32,585
921937793 VANGUARD LONG-TERM B      
057071854 BAIRD AGGREGATE BOND AT COST 197,764 198,567
31641Q755 FIDELITY NEW MRKTS I AT COST 31,422 33,385
38147N269 GLDMN SCHS GQG PRT I AT COST 40,000 41,331
693390700 PIMCO TOTAL RET FD-I AT COST 80,631 83,059
72201R833 PIMCO ENHANCED SHORT      
77956H435 T ROWE PR OVERSEAS S AT COST 44,396 46,585
872365713 TCW EMRG MRKTS INC-P AT COST 63,027 66,342
89155T490 TOUCHSTONE MID CAP-R AT COST 59,000 67,339
41152J108 EMBARK COMMODITY STR AT COST 70,396 68,519
41152J306 EMBARK SMALL CAP EQU AT COST 51,364 52,814
46432F842 ISHARES CORE MSCI EA AT COST 51,701 47,720
56063N881 NYLI MACKAY HIGH YIL AT COST 68,486 67,962
74256W584 PRINCIPAL MIDCAP FUN AT COST 34,262 35,136
922908629 VANGUARD MIDCAP VIPE AT COST 56,044 61,806

TY 2024 OtherDecreasesSchedule
Name:
ANCHOR AND HOPE SAM R SAYERS
EIN:
54-1683736
Description Amount
ROC ON CY SALES 312
PY RETURN OF CAPITAL ADJUSTMENT 157


TY 2024 OtherExpensesSchedule
Name:
ANCHOR AND HOPE SAM R SAYERS
EIN:
54-1683736
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 19 19   0


TY 2024 OtherIncreasesSchedule
Name:
ANCHOR AND HOPE SAM R SAYERS
EIN:
54-1683736
Description Amount
RECOVERY OF GRANTS PAID 8,000
MUTUAL FUND TIMING ADJ 856
TAX LOT BASIS ADJUSTMENT 3
ROUNDING 9


TY 2024 OtherProfessionalFeesSchedule
Name:
ANCHOR AND HOPE SAM R SAYERS
EIN:
54-1683736
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 1,329 1,329    
SCHOLARSHIP ADMIN FEES 6,840     6,840


TY 2024 TaxesSchedule
Name:
ANCHOR AND HOPE SAM R SAYERS
EIN:
54-1683736
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 740 740   0
FEDERAL TAX PAYMENT - PRIOR YE 1,551 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,968 0   0
FOREIGN TAXES ON NONQUALIFIED 104 104   0