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
HARRI CHRIS CHARITABLE TUW
 
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

86-6063500
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$7,776,248J 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... 215,533 205,068  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 259,943
b Gross sales price for all assets on line 6a 2,926,192
7 Capital gain net income (from Part IV, line 2)... 259,943
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........ 475,476 465,011  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 71,136 64,022   7,114
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
2,386 2,386   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,198 4,148   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
26 26    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 79,041 70,582 0 8,409
25 Contributions, gifts, grants paid....... 265,000 265,000
26 Total expenses and disbursements. Add lines 24 and 25 344,041 70,582 0 273,409
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 131,435
b Net investment income (if negative, enter -0-) 394,429
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............. 1,139 2,563 2,563
2 Savings and temporary cash investments......... 204,313 390,816 390,816
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)....... 574,205 Click to see attachment
List of Attached Documents:
// Content
647,233 		1,338,426
c Investments—corporate bonds (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
1,903,728 		1,878,946
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).......... 4,903,241 Click to see attachment
List of Attached Documents:
// Content
2,858,985 		4,165,497
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) 5,682,898 5,803,325 7,776,248
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........ 5,682,898 5,803,325
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)..... 5,682,898 5,803,325
30 Total liabilities and net assets/fund balances (see instructions). 5,682,898 5,803,325
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
5,682,898
2
Enter amount from Part I, line 27a .....................
2
131,435
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,817
4
Add lines 1, 2, and 3 ..........................
4
5,816,150
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
12,825
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,803,325
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 256. ISHARES CORE S & P 500 ETF   2015-08-24 2024-01-24
b 200. ISHARES CORE S&P SMALL-CAP E   2021-02-11 2024-01-24
c 1188. VANGUARD REAL ESTATE ETF   2015-03-09 2024-01-24
d 4095.004 FIDELITY NEW MRKTS INC-Z #3323   2015-03-30 2024-01-25
e 7943.925 PIMCO TOTAL RET FD-INST #35   2023-07-20 2024-01-25
7593.458 PIMCO TOTAL RET FD-INST #35   2023-07-20 2024-01-25
476.432 T ROWE PRICE BLUE CHIP-I #429   2018-06-06 2024-01-25
7936.508 TCW EMRG MRKTS INC-PLAN #5721   2023-07-20 2024-01-25
25. ADVANCED MICRO DEVICES INC   2023-02-09 2024-03-25
95. DIAGEO PLC - ADR   2015-06-17 2024-03-25
105. NIKE INC CL B   2017-10-12 2024-03-25
20. EATON CORP PLC   2021-02-10 2024-03-25
7. BOOKING HOLDINGS INC   2020-03-04 2024-06-11
7. BROADCOM INC   2019-07-03 2024-06-11
120. ELECTRONIC ARTS INC   2018-12-21 2024-06-11
5. LAM RESEARCH CORP COM   2023-12-14 2024-06-11
5. LAM RESEARCH CORP COM   2022-12-06 2024-06-11
20. EATON CORP PLC   2021-02-10 2024-06-11
20. GARMIN LTD   2021-12-22 2024-06-11
23827.713 DODGE & COX INCOME FD COM #147   2016-04-15 2024-08-05
25603.465 FPA NEW INCOME FUND-INST 78   2015-07-08 2024-08-05
93350.984 PIMCO TOTAL RET FD-INST #35   2023-07-20 2024-08-05
1430. PIMCO ENHANCED SHORT MATURITY ETF   2023-07-20 2024-08-05
1921. VANGUARD LONG-TERM BOND ETF   2023-07-20 2024-08-05
3206. VANGUARD INTERMEDIATE-TERM C   2020-01-06 2024-08-05
142. ISHARES CORE S & P 500 ETF   2015-08-24 2024-08-23
4666.181 MFS GLOBAL REAL ESTATE-R5 #4826   2020-05-12 2024-08-23
20. BLACKSTONE INC   2023-02-09 2024-09-25
35. BROADCOM INC   2019-07-03 2024-09-25
5. META PLATFORMS INC   2024-03-25 2024-09-25
295. TORONTO DOMINION BK ONT COM NEW   2019-05-10 2024-09-25
20. GARMIN LTD   2021-12-22 2024-09-25
80000. US TREASURY NOTE 2.250% 11/15/25   2024-08-12 2024-10-15
30. BLACKSTONE INC   2023-02-09 2024-10-22
15. BROADCOM INC   2019-07-03 2024-10-22
250. MANULIFE FINANCIAL CORP   2015-12-17 2024-10-22
135. REGIONS FINL CORP NEW   2022-08-22 2024-10-22
15. ADVANCED MICRO DEVICES INC   2024-06-11 2024-12-02
15. ALPHABET INC CL C   2016-11-01 2024-12-02
10. APPLE INC   2024-06-11 2024-12-02
5. APPLE INC   2015-09-30 2024-12-02
30. CITIGROUP INC.   2019-04-22 2024-12-02
5. ELI LILLY & CO COM   2016-10-03 2024-12-02
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 124,985   49,334 75,651
b 21,019   21,171 -152
c 99,853   84,425 15,428
d 50,000   63,840 -13,840
e 68,000   67,603 397
65,000   64,620 380
75,000   52,989 22,011
50,000   49,127 873
4,506   2,123 2,383
13,863   10,732 3,131
9,810   5,328 4,482
6,269   2,434 3,835
26,529   11,907 14,622
10,205   1,992 8,213
16,410   10,550 5,860
4,991   3,797 1,194
4,991   2,236 2,755
6,387   2,434 3,953
3,224   2,676 548
306,901   325,000 -18,099
255,267   252,618 2,649
818,688   785,825 32,863
143,241   142,631 610
142,556   142,681 -125
263,091   296,261 -33,170
79,796   27,365 52,431
83,431   65,000 18,431
3,057   1,820 1,237
6,122   996 5,126
2,869   2,529 340
18,578   16,516 2,062
3,460   2,121 1,339
78,384   77,944 440
5,038   2,439 2,599
2,692   427 2,265
7,505   3,662 3,843
3,190   3,172 18
2,121   2,384 -263
2,594   584 2,010
2,393   2,042 351
1,197   137 1,060
2,140   2,087 53
3,987   403 3,584
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
      26,852
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       75,651
b       -152
c       15,428
d       -13,840
e       397
      380
      22,011
      873
      2,383
      3,131
      4,482
      3,835
      14,622
      8,213
      5,860
      1,194
      2,755
      3,953
      548
      -18,099
      2,649
      32,863
      610
      -125
      -33,170
      52,431
      18,431
      1,237
      5,126
      340
      2,062
      1,339
      440
      2,599
      2,265
      3,843
      18
      -263
      2,010
      351
      1,060
      53
      3,584
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 259,943
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 5,483
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 5,483
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 5,483
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,904
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 1,904
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 3,579
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 arrowAZ
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)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
WELLS FARGO BANK N A TRUSTEE
1 		71,136    
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
7,281,459
b
Average of monthly cash balances.......................
1b
347,306
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,628,765
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
7,628,765
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
114,431
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,514,334
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
375,717
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
375,717
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,483
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,483
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
370,234
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
370,234
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
370,234
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
273,409
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
273,409
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 7 370,234
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 260,319
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$ 273,409
a Applied to 2023, but not more than line 2a 260,319
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..... 13,090
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 .......... 		357,144
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 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

GRACE LUTHERAN CHURCH

1124 N 3RD ST
PHOENIX,AZ850041805 		NONE PC GENERAL OPERATING 26,500

UNITED CHURCH OF CHRIST

917 E SHERIDAN ST
PHOENIX,AZ850165587 		NONE PC GENERAL OPERATING 26,500

ROMAN CATHOLIC DIOCESE PHOENIX

400 E MONROE ST
PHOENIX,AZ85004 		NONE PC GENERAL OPERATING 26,500

HERITAGE PRESBYTERIAN CHURCH

5830 W GREENBRIAR DRIVE
GLENDALE,AZ85308 		NONE PC GENERAL OPERATING 132,500

PARADISE VALLEY COMMUNITY CHURCH

4242 E GREENWAY RD
PHOENIX,AZ85032 		NONE PC GENERAL OPERATING 26,500

MISSIONARY CHURCH WESTERN REGION

161 PLAZA LA VISTA
CAMARILLO,CA93010 		NONE PC GENERAL OPERATING 26,500
Total .................................right arrow 3a 265,000
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 ....     14 215,533  
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 ............ 		    18 259,943  
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) ..   475,476  
13Total. Add line 12, columns (b), (d), and (e)..................
13
475,476
(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:
HARRI CHRIS CHARITABLE TUW
EIN:
86-6063500
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,295     1,295

TY 2024 InvestmentsCorpBondsSchedule
Name:
HARRI CHRIS CHARITABLE TUW
EIN:
86-6063500
Name of Bond End of Year Book Value End of Year Fair Market Value
00206RGQ9 AT&T INC 19,644 19,370
00287YAQ2 ABBVIE INC 29,665 29,876
023135CH7 AMAZON.COM INC 18,885 18,512
036752AB9 ANTHEM INC 38,917 38,913
037833EV8 APPLE INC 30,439 29,272
06051GGA1 BANK OF AMERICA CORP 38,508 38,550
09247XAT8 BLACKROCK INC 30,236 29,376
110122DP0 BRISTOL-MYERS SQUIBB 27,096 27,319
126650DM9 CVS HEALTH CORP 27,140 27,183
14040HBN4 CAPITAL ONE FINANCIA 29,160 29,290
20030NCT6 COMCAST CORP 39,524 39,009
25389JAR7 DIGITAL REALTY TRUST 29,086 29,162
254687FL5 WALT DISNEY COMPANY/ 35,589 35,569
256677AP0 DOLLAR GENERAL CORP 20,349 19,640
26441CBT1 DUKE ENERGY CORP 28,901 28,579
29444UBL9 EQUINIX INC 35,866 36,029
38148LAE6 GOLDMAN SACHS GROUP 39,616 39,853
458140CA6 INTEL CORP 18,758 18,205
46625HRV4 JPMORGAN CHASE & CO 38,709 38,972
494553AE0 KINDER MORGAN INC 20,238 19,695
61746BEF9 MORGAN STANLEY 29,403 29,453
67103HAL1 O'REILLY AUTOMOTIVE 29,677 28,981
693475AZ8 PNC FINANCIAL SERVIC 13,517 13,321
907818FU7 UNION PACIFIC CORP 26,401 25,899
9128282R0 US TREASURY NOTE 95,418 95,054
9128283W8 US TREASURY NOTE 96,379 95,485
9128285M8 US TREASURY NOTE 82,672 81,336
9128286A3 US TREASURY NOTE 97,746 98,307
9128286T2 US TREASURY NOTE 2.3 93,809 92,177
9128286X3 US TREASURY NOTE 96,602 97,105
912828M56 US TREASURY NOTE 19,486 19,658
912828U24 US TREASURY NOTE 2.0 95,762 95,976
91282CFV8 US TREASURY NOTE 4.1 101,547 97,532
91282CGP0 US TREASURY NOTE 75,378 74,318
91282CGQ8 US TREASURY NOTE 100,918 98,149
91282CJJ1 US TREASURY NOTE 104,297 99,547
91282CJZ5 US TREASURY NOTE 79,700 76,589
927804GP3 VIRGINIA ELEC & POWE 29,992 29,177
961214DW0 WESTPAC BANKING CORP 38,698 38,508

TY 2024 InvestmentsCorpStockSchedule
Name:
HARRI CHRIS CHARITABLE TUW
EIN:
86-6063500
Name of Stock End of Year Book Value End of Year Fair Market Value
285512109 ELECTRONIC ARTS INC    
037833100 APPLE INC 12,887 123,958
867224107 SUNCOR ENERGY INC NE 23,308 30,506
17275R102 CISCO SYSTEMS INC 9,371 21,608
594918104 MICROSOFT CORP 15,074 113,805
09857L108 BOOKING HOLDINGS INC    
172967424 CITIGROUP INC. 22,152 30,620
192446102 COGNIZANT TECH SOLUT 9,597 13,458
H2906T109 GARMIN LTD 9,556 21,657
02079K107 ALPHABET INC CL C 13,854 88,555
150870103 CELANESE CORP 12,660 11,766
58933Y105 MERCK & CO INC NEW 13,800 22,383
609207105 MONDELEZ INTERNATION 9,747 13,738
097023105 BOEING CO 24,515 23,010
891160509 TORONTO DOMINION BK    
904767704 UNILEVER PLC - ADR 16,660 17,861
911312106 UNITED PARCEL SERVIC 18,392 20,176
11135F101 BROADCOM INC 7,954 64,915
46625H100 JPMORGAN CHASE & CO 12,380 47,942
89151E109 TOTALENERGIES SE -SP 26,183 27,250
56501R106 MANULIFE FINANCIAL C 10,250 24,261
883556102 THERMO FISHER SCIENT 5,667 15,607
H84989104 TE CONNECTIVITY LTD    
87612E106 TARGET CORP 8,455 12,977
92826C839 VISA INC-CLASS A SHR 17,241 30,024
907818108 UNION PACIFIC CORP 7,428 15,963
G29183103 EATON CORP PLC 8,921 26,550
25243Q205 DIAGEO PLC - ADR    
532457108 ELI LILLY & CO COM 3,023 34,740
09247X101 BLACKROCK INC    
00287Y109 ABBVIE INC 13,141 21,324
512807108 LAM RESEARCH CORP CO    
94106L109 WASTE MANAGEMENT INC 11,606 19,170
654106103 NIKE INC CL B    
91324P102 UNITEDHEALTH GROUP I 11,949 35,410
75513E101 RTX CORP 16,078 24,648
09260D107 BLACKSTONE INC 8,029 27,587
30303M102 META PLATFORMS INC 24,394 63,821
437076102 HOME DEPOT INC 15,699 19,450
7591EP100 REGIONS FINL CORP NE 14,784 17,640
00724F101 ADOBE INC 19,043 17,787
007903107 ADVANCED MICRO DEVIC 13,177 15,703
580135101 MCDONALDS CORP 22,622 23,191
855244109 STARBUCKS CORP COM 16,511 15,056
023135106 AMAZON COM INC COM 51,068 59,235
032654105 ANALOG DEVICES INC 18,891 16,997
09290D101 BLACKROCK FUNDING IN 6,557 22,552
43300A203 HILTON WORLDWIDE HOL 18,845 22,244
49338L103 KEYSIGHT TECHNOLOGIE 13,782 12,850
512807306 LAM RESH CORP 4,338 18,058
571748102 MARSH & MCLENNAN COS 16,648 15,931
G87052109 TE CONNECTIVITY PLC 10,996 16,442

TY 2024 InvestmentsOtherSchedule2
Name:
HARRI CHRIS CHARITABLE TUW
EIN:
86-6063500
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
552982720 MFS GLOBAL REAL ESTA      
00191K609 AQR MANAGED FUTURES AT COST 69,932 66,893
46090F100 INVESCO OPTIMUM YIEL AT COST 159,980 161,362
77954Q403 T ROWE PRICE BLUE CH AT COST 184,370 310,637
464287168 ISHARES SELECT DIVID AT COST 89,757 158,073
92206C870 VANGUARD INTERMEDIAT      
464287200 ISHARES CORE S & P 5 AT COST 275,577 841,812
46653M849 JOHCM INTERNATIONAL AT COST 164,354 195,192
31641Q755 FIDELITY NEW MRKTS I AT COST 119,577 100,308
464287804 ISHARES CORE S&P SMA AT COST 314,059 471,711
464287499 ISHARES RUSSELL MID- AT COST 365,003 707,023
922908553 VANGUARD REAL ESTATE AT COST 125,900 163,551
256210105 DODGE & COX INCOME F      
003021714 ABERDEEN EMERG MARKE AT COST 246,525 231,583
30254T643 FPA NEW INCOME INC-A      
693390700 PIMCO TOTAL RET FD-I      
72201R833 PIMCO ENHANCED SHORT      
74440Y884 PGIM HIGH YIELD-Q 10 AT COST 322,560 329,552
872365713 TCW EMRG MRKTS INC-P AT COST 164,713 171,898
921937793 VANGUARD LONG-TERM B      
09260C703 BLACKROCK GL L/S CRE AT COST 200,000 200,894
464288588 ISHARES MBS ETF AT COST 56,678 55,008

TY 2024 OtherDecreasesSchedule
Name:
HARRI CHRIS CHARITABLE TUW
EIN:
86-6063500
Description Amount
CY PURCHASE OF ACCRUED INTEREST 1,078
PY RETURN OF CAPITAL ADJUSTMENT 2,019
ROC ON CY SALES 8,661
TAX LOT BASIS ADJUSTMENT 1,067


TY 2024 OtherExpensesSchedule
Name:
HARRI CHRIS CHARITABLE TUW
EIN:
86-6063500
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 26 26   0


TY 2024 OtherIncreasesSchedule
Name:
HARRI CHRIS CHARITABLE TUW
EIN:
86-6063500
Description Amount
MUTUAL FUND TIMING ADJ 1,813
ROUNDING 4


TY 2024 OtherProfessionalFeesSchedule
Name:
HARRI CHRIS CHARITABLE TUW
EIN:
86-6063500
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 2,386 2,386    


TY 2024 TaxesSchedule
Name:
HARRI CHRIS CHARITABLE TUW
EIN:
86-6063500
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 4,083 4,083   0
FEDERAL ESTIMATES - PRINCIPAL 50 0   0
FOREIGN TAXES ON NONQUALIFIED 65 65   0