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
LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

74-1907673
B Telephone number (see instructions)

(800) 496-2583
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$11,021,465J 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... 356,428 356,428  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 185,662
b Gross sales price for all assets on line 6a 2,414,836
7 Capital gain net income (from Part IV, line 2)... 185,662
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
88,048 88,048  
12 Total. Add lines 1 through 11........ 630,138 630,138  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 114,753 58,016   56,737
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).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
5,196 5,196   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,196 4,056   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
25,639 9,741   15,898
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 154,784 77,009 0 72,635
25 Contributions, gifts, grants paid....... 417,175 417,175
26 Total expenses and disbursements. Add lines 24 and 25 571,959 77,009 0 489,810
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 58,179
b Net investment income (if negative, enter -0-) 553,129
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............. 108,492 151,203 151,203
2 Savings and temporary cash investments......... 90,827 198,515 198,515
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)....... 3,792,612 Click to see attachment
List of Attached Documents:
// Content
3,327,309 		5,824,009
c Investments—corporate bonds (attach schedule)....... 3,873,129 Click to see attachment
List of Attached Documents:
// Content
4,122,489 		3,904,793
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).......... 445,505 Click to see attachment
List of Attached Documents:
// Content
532,399 		532,642
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)     Click to see attachment
List of Attached Documents:
// Content
410,303
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,310,565 8,331,915 11,021,465
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........ 8,310,565 8,331,915
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)..... 8,310,565 8,331,915
30 Total liabilities and net assets/fund balances (see instructions). 8,310,565 8,331,915
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
8,310,565
2
Enter amount from Part I, line 27a .....................
2
58,179
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,679
4
Add lines 1, 2, and 3 ..........................
4
8,376,423
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
44,508
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,331,915
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 5. ADVANCED MICRO DEVICES INC   2023-03-28 2024-01-29
b 8. ADVANCED MICRO DEVICES INC   2021-11-19 2024-01-29
c 962. ISHARES CORE MSCI EAFE ETF     2024-02-07
d 18. VANGUARD BD INDEX TOTAL BD MKT ETF   2022-05-25 2024-02-07
e 1000. VANGUARD BD INDEX TOTAL BD MKT ETF   2023-06-23 2024-02-07
276. VANGUARD BD INDEX TOTAL BD MKT ETF     2024-02-07
935. VANGUARD TOTAL INTL BOND ETF   2022-02-23 2024-02-07
4. ADVANCED MICRO DEVICES INC   2023-03-28 2024-02-20
3. ADVANCED MICRO DEVICES INC   2020-11-06 2024-02-20
942. ISHARES TR 7-10 YR TREAS INDEX FD     2024-02-20
21. NEXTERA ENERGY INC     2024-02-20
1. NEXTERA ENERGY INC   2023-06-23 2024-02-20
19. NEXTERA ENERGY INC     2024-02-20
296.391 SIX CIRCLES US UNCONSTR EQ   2023-06-23 2024-02-20
7082.153 SIX CIRCLES US UNCONSTR EQ   2021-02-22 2024-02-20
10335.916 VANGUARD TTL INTL BND-ADM     2024-02-20
83. VANGUARD TOTAL INTL BOND ETF   2023-06-23 2024-02-20
3640. VANGUARD TOTAL INTL BOND ETF     2024-02-20
42. VANGUARD TOTAL INTL BOND ETF   2023-06-23 2024-02-20
601. ISHARES CORE MSCI EAFE ETF   2017-06-29 2024-03-05
6. ADVANCED MICRO DEVICES INC   2020-11-06 2024-03-20
2. NVIDIA CORP   2023-03-28 2024-03-20
2. ASML HOLDING NV-NY REG SHS   2023-11-20 2024-03-20
9. NXP SEMICONDUCTORS NV     2024-03-20
251.426 FIDELITY 500 INDEX FUND   2022-01-26 2024-04-11
6. NXP SEMICONDUCTORS NV   2020-07-10 2024-04-12
6. NXP SEMICONDUCTORS NV     2024-04-12
2. VANGUARD INT-TERM CORPORATE   2024-02-26 2024-05-08
2. VANGUARD INT-TERM CORPORATE   2024-02-26 2024-05-08
1211. VANGUARD INT-TERM CORPORATE     2024-05-08
6. DEERE & CO     2024-05-13
1. DEERE & CO   2021-08-19 2024-05-13
1. DEERE & CO   2021-08-19 2024-05-13
1. LAUDER ESTEE COS INC CL A   2023-09-22 2024-05-17
14. LAUDER ESTEE COS INC CL A     2024-05-17
1. LAUDER ESTEE COS INC CL A   2023-09-22 2024-05-20
. EXXON MOBIL CORP     2024-05-28
20. ALPHABET INC-CL A   2012-07-11 2024-06-05
1118.049 FIDELITY 500 INDEX FUND   2022-01-26 2024-07-11
175. JPMORGAN BETABUILDERS EUROPE ETF   2024-02-20 2024-07-11
11. JPMORGAN BETABUILDERS EUROPE ETF   2024-02-20 2024-07-11
563. JPMORGAN BETABUILDERS EUROPE ETF   2024-02-20 2024-07-11
137. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-18 2024-07-11
6. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-18 2024-07-11
165. JPMORGAN BETABUILDERS CANADA   2018-08-14 2024-07-11
1. JPMORGAN BETABUILDERS CANADA   2018-08-14 2024-07-11
19. JPMORGAN BETABUILDERS CANADA   2018-08-14 2024-07-11
10. JPMORGAN BETABUILDERS CANADA   2018-08-14 2024-07-11
683. JPMORGAN BETABUILDERS CANADA   2018-08-14 2024-07-11
1. JPMORGAN BETABUILDERS CANADA   2018-08-14 2024-07-11
3619.863 SIX CIRCLES US UNCONSTR EQ   2023-06-23 2024-07-11
25. ALPHABET INC-CL C   2012-07-11 2024-09-12
1. INTUIT   2022-08-03 2024-09-12
5. INTUIT     2024-09-12
10. BIOGEN IDEC INC     2024-10-01
7. HONEYWELL INTL INC   2010-02-01 2024-10-01
2. INTUIT   2020-02-25 2024-10-01
1. BIOGEN IDEC INC   2021-10-12 2024-10-02
2. BIOGEN IDEC INC   2023-10-27 2024-10-02
4. BIOGEN IDEC INC     2024-10-02
1. BIOGEN IDEC INC   2023-10-27 2024-10-02
1. INTUIT   2020-02-25 2024-10-02
1. INTUIT   2020-02-25 2024-10-07
5. ABBVIE INC   2023-10-27 2024-10-08
6. ABBVIE INC     2024-10-08
5. ADVANCED MICRO DEVICES INC   2020-11-06 2024-10-08
23. ALPHABET INC-CL C   2012-07-11 2024-10-08
28. AMAZON COM INC     2024-10-08
5. AMERICAN EXPRESS CO   2019-05-15 2024-10-08
5. ANALOG DEVICES INC   2020-11-06 2024-10-08
31. APPLE COMPUTER INC     2024-10-08
11. BANK OF AMERICA CORPORATION   2023-12-18 2024-10-08
26. BANK OF AMERICA CORPORATION     2024-10-08
1. BOOKING HOLDINGS INC   2020-09-30 2024-10-08
20. BOSTON SCIENTIFIC CORP     2024-10-08
25. BRISTOL MYERS SQUIBB CO     2024-10-08
18. CONOCOPHILLIPS     2024-10-08
2. COSTCO WHSL CORP NEW   2023-09-22 2024-10-08
1. DEERE & CO   2021-08-19 2024-10-08
24. EXXON MOBIL CORP     2024-10-08
9. FACEBOOK INC-A     2024-10-08
9. FISERV INC     2024-10-08
5. ARTHUR J GALLAGHER & CO     2024-10-08
5. HILTON WORLDWIDE HOLDINGS IN     2024-10-08
4. HONEYWELL INTL INC   2010-02-01 2024-10-08
10. INGERSOLL RAND INC     2024-10-08
2. INTUITIVE SURGICAL INC NEW   2021-09-15 2024-10-08
2. LILLY ELI & CO   2016-12-16 2024-10-08
4. LOWES COS INC   2011-09-22 2024-10-08
2. MARTIN MARIETTA MATLS INC   2023-11-09 2024-10-08
2. MASTERCARD INC - CLASS A   2024-09-12 2024-10-08
5. MASTERCARD INC - CLASS A     2024-10-08
5. MCDONALDS CORP   2024-05-17 2024-10-08
1. MCDONALDS CORP   2022-01-21 2024-10-08
20. MICROSOFT CORP     2024-10-08
14. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2024-10-08
17. MONSTER BEVERAGE CORP     2024-10-08
16. MORGAN STANLEY DEAN WITTER & CO NEW     2024-10-08
16. NEXTERA ENERGY INC   2024-09-12 2024-10-08
5. NORFOLK SOUTHN CORP     2024-10-08
69. NVIDIA CORP     2024-10-08
4. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2024-10-08
6. OTIS WORLDWIDE CORP     2024-10-08
8. PEPSICO INC     2024-10-08
9. PROGRESSIVE CORP OHIO     2024-10-08
2. REGENERON PHARMACEUTICALS INC   2021-12-29 2024-10-08
2. S&P GLOBAL INC   2022-12-02 2024-10-08
5. SALESFORCE.COM INC   2024-03-20 2024-10-08
1. SALESFORCE.COM INC   2024-03-20 2024-10-08
17. SOUTHERN CO     2024-10-08
3. STRYKER CORP   2023-09-13 2024-10-08
7. TJX COS INC NEW   2023-09-22 2024-10-08
6. T-MOBILE US INC   2022-08-31 2024-10-08
8. TEXAS INSTRS INC   2016-03-10 2024-10-08
2. THERMO ELECTRON CORP   2024-01-29 2024-10-08
6. UNITEDHEALTH GROUP INC     2024-10-08
6. WASTE CONNECTIONS INC     2024-10-08
29. WELLS FARGO & CO NEW     2024-10-08
5. EATON CORP PLC     2024-10-08
6. LINDE PLC   2023-03-24 2024-10-08
4. NXP SEMICONDUCTORS NV     2024-10-08
1888.855 SIX CIRCLES US UNCONSTR EQ   2024-08-05 2024-10-09
1047.958 SIX CIRCLES US UNCONSTR EQ   2023-06-23 2024-10-09
1. INTUIT   2020-05-04 2024-10-10
1. INTUIT   2020-05-04 2024-10-10
1. DEERE & CO   2021-08-19 2024-10-15
1. INTUIT   2020-05-04 2024-10-15
2. DEERE & CO   2021-08-19 2024-10-16
1. DEERE & CO   2021-08-19 2024-10-17
1. INTUIT   2020-05-04 2024-10-17
1. INTUIT   2020-05-04 2024-10-17
4725.275 AMERICAN BEACON AHL MGD-R5   2023-08-10 2024-10-23
4021.662 K2 ALTERNATIVE STRAT-R6   2024-02-26 2024-10-23
3215.617 NEUBERGER BERM LNG SHRT-INST     2024-10-23
3004.02 PIMCO MTGE OPPORTUNITIES IS     2024-10-23
6. DEERE & CO   2021-10-21 2024-11-01
3. ANALOG DEVICES INC     2024-11-13
19. ANALOG DEVICES INC     2024-11-13
1. CONOCOPHILLIPS   2022-02-08 2024-11-21
8. CONOCOPHILLIPS   2022-02-08 2024-11-21
2. CONOCOPHILLIPS   2022-02-08 2024-11-21
1. LILLY ELI & CO   2016-12-16 2024-11-21
27. MONSTER BEVERAGE CORP     2024-11-21
1. MONSTER BEVERAGE CORP   2022-08-24 2024-11-21
1. MONSTER BEVERAGE CORP   2022-08-24 2024-11-21
1. T-MOBILE US INC   2022-08-31 2024-11-21
4. T-MOBILE US INC   2022-08-31 2024-11-21
3. LINDE PLC   2018-12-11 2024-11-21
1. LINDE PLC   2018-12-11 2024-11-21
4. MONSTER BEVERAGE CORP   2022-08-24 2024-11-22
2888. ISHARES BROAD USD HIGH YIELD     2024-12-03
659. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-18 2024-12-03
1973. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-18 2024-12-03
530. JPMORGAN BETABUILDERS JAPAN ETF   2021-01-28 2024-12-03
177. JPMORGAN BETABUILDERS JAPAN ETF   2021-01-28 2024-12-03
1913.914 SIX CIRCLES CREDIT OPPORT   2024-07-15 2024-12-03
9346.189 SIX CIRCLES CREDIT OPPORT   2022-05-25 2024-12-03
3412. VANGUARD LONG-TERM TREASURY ETF     2024-12-03
25. ADVANCED MICRO DEVICES INC   2020-11-06 2024-12-17
1. COSTCO WHSL CORP NEW   2021-11-05 2024-12-17
1. COSTCO WHSL CORP NEW   2021-10-27 2024-12-17
21. NVIDIA CORP   2023-03-07 2024-12-17
9. T-MOBILE US INC     2024-12-17
16. T-MOBILE US INC     2024-12-17
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 885   470 415
b 1,416   1,246 170
c 67,296   58,792 8,504
d 1,307   1,386 -79
e 72,609   72,830 -221
20,040   20,320 -280
45,539   49,881 -4,342
658   376 282
494   257 237
88,444   98,491 -10,047
1,195   1,800 -605
56   74 -18
1,070   1,533 -463
4,641   3,984 657
110,907   100,000 10,907
201,447   226,616 -25,169
4,039   4,053 -14
177,139   188,461 -11,322
2,044   2,051 -7
43,365   36,675 6,690
1,082   514 568
1,785   524 1,261
1,903   1,387 516
2,144   1,124 1,020
45,395   37,960 7,435
1,421   701 720
1,416   610 806
158   159 -1
158   159 -1
95,974   95,789 185
2,457   2,202 255
413   359 54
409   359 50
135   148 -13
1,888   2,065 -177
133   148 -15
7     7
3,497   286 3,211
216,868   168,803 48,065
10,572   9,978 594
664   627 37
33,970   32,102 1,868
8,266   7,218 1,048
362   316 46
11,090   8,213 2,877
67   50 17
1,277   946 331
671   498 173
45,851   33,998 11,853
67   50 17
63,601   48,651 14,950
3,861   356 3,505
642   463 179
3,212   1,909 1,303
1,908   2,952 -1,044
1,443   261 1,182
1,216   571 645
189   285 -96
379   468 -89
758   1,116 -358
188   234 -46
608   286 322
603   285 318
963   685 278
1,156   518 638
859   428 431
3,802   327 3,475
5,109   4,861 248
1,350   588 762
1,141   668 473
6,976   6,441 535
440   370 70
1,040   898 142
4,233   1,709 2,524
1,706   864 842
1,323   1,912 -589
1,984   1,788 196
1,770   1,119 651
401   359 42
2,927   2,743 184
5,301   2,329 2,972
1,687   1,624 63
1,463   757 706
1,169   636 533
826   149 677
982   485 497
957   697 260
1,828   145 1,683
1,090   76 1,014
1,040   908 132
991   974 17
2,477   1,894 583
1,505   1,361 144
301   255 46
8,259   2,185 6,074
989   1,005 -16
839   797 42
1,727   1,267 460
1,297   1,337 -40
1,219   929 290
9,078   1,714 7,364
765   580 185
605   626 -21
1,355   1,413 -58
2,243   1,102 1,141
1,997   1,295 702
1,034   721 313
1,436   1,522 -86
287   304 -17
1,521   1,348 173
1,050   888 162
786   626 160
1,265   867 398
1,616   442 1,174
1,199   1,108 91
3,506   2,982 524
1,073   575 498
1,675   1,109 566
1,669   687 982
2,810   2,065 745
940   376 564
34,736   30,845 3,891
19,272   14,085 5,187
620   267 353
619   267 352
403   359 44
618   267 351
812   717 95
405   359 46
609   267 342
611   267 344
46,922   47,300 -378
48,541   45,485 3,056
59,489   49,553 9,936
27,937   32,661 -4,724
2,402   2,057 345
642   400 242
4,059   2,530 1,529
114   91 23
912   730 182
224   183 41
745   73 672
1,450   1,242 208
54   45 9
54   45 9
237   145 92
946   578 368
1,356   482 874
453   161 292
216   180 36
107,676   105,839 1,837
38,295   34,722 3,573
114,624   103,956 10,668
31,366   30,120 1,246
10,479   10,059 420
17,168   16,996 172
83,835   86,546 -2,711
199,486   199,268 218
3,125   2,142 983
991   510 481
987   488 499
2,706   500 2,206
2,014   1,299 715
3,550   2,224 1,326
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
      18,740
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       415
b       170
c       8,504
d       -79
e       -221
      -280
      -4,342
      282
      237
      -10,047
      -605
      -18
      -463
      657
      10,907
      -25,169
      -14
      -11,322
      -7
      6,690
      568
      1,261
      516
      1,020
      7,435
      720
      806
      -1
      -1
      185
      255
      54
      50
      -13
      -177
      -15
      7
      3,211
      48,065
      594
      37
      1,868
      1,048
      46
      2,877
      17
      331
      173
      11,853
      17
      14,950
      3,505
      179
      1,303
      -1,044
      1,182
      645
      -96
      -89
      -358
      -46
      322
      318
      278
      638
      431
      3,475
      248
      762
      473
      535
      70
      142
      2,524
      842
      -589
      196
      651
      42
      184
      2,972
      63
      706
      533
      677
      497
      260
      1,683
      1,014
      132
      17
      583
      144
      46
      6,074
      -16
      42
      460
      -40
      290
      7,364
      185
      -21
      -58
      1,141
      702
      313
      -86
      -17
      173
      162
      160
      398
      1,174
      91
      524
      498
      566
      982
      745
      564
      3,891
      5,187
      353
      352
      44
      351
      95
      46
      342
      344
      -378
      3,056
      9,936
      -4,724
      345
      242
      1,529
      23
      182
      41
      672
      208
      9
      9
      92
      368
      874
      292
      36
      1,837
      3,573
      10,668
      1,246
      420
      172
      -2,711
      218
      983
      481
      499
      2,206
      715
      1,326
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 185,662
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 7,688
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 7,688
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 7,688
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,244
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 4,244
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 3,444
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 arrowTX
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 arrow  
14
The books are in care ofright arrowJP MORGAN CHASE BANK NA Telephone no.right arrow (800) 496-2583

Located atright arrow10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+4right arrow60603
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
JP MORGAN CHASE BANK NA TRUSTEE
2 		114,753    
10 S DEARBORN ST MC IL 1-0111
Chicago,IL60603
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
10,259,869
b
Average of monthly cash balances.......................
1b
185,980
c
Fair market value of all other assets (see instructions)................
1c
410,303
d
Total (add lines 1a, b, and c).........................
1d
10,856,152
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
10,856,152
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
162,842
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,693,310
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
534,666
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
534,666
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
7,688
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,688
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
526,978
4
Recoveries of amounts treated as qualifying distributions................
4
502
5
Add lines 3 and 4............................
5
527,480
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
527,480
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
489,810
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
489,810
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 7 527,480
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 415,177
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$ 489,810
a Applied to 2023, but not more than line 2a 415,177
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..... 74,633
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 .......... 		452,847
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

KEILAH ARMSTRONG
C/O STEPHEN F AUSTIN STATE UNIVERSITY
PO BOX 6079 SFA STATION 2102 ALUM
NACOGDOCHES,TX75962 		NONE I SCHOLARSHIP 1,900

LAJUANA HILTON
C/O TEXAS A&M UNIVERSITY
ADMINISTRATION BUILDING 400 BIZZEL
COLLEGE STATION,TX77843 		NONE I SCHOLARSHIP 3,450

LAUREN ROBERTS
C/O TEXAS A&M UNIVERSITY
ADMINISTRATION BUILDING 400 BIZZEL
COLLEGE STATION,TX77843 		NONE I SCHOLARSHIP 1,200

ERIN GUERRERO
TEXAS CHRISTIAN UNIVERSITY
2800 S UNIVERSITY DR
Fort Worth,TX76129 		NONE I SCHOLARSHIP 3,450

RILEY FUTRELL
TEXAS LUTHERAN UNIVERSITY
1000 W COURT ST
Seguin,TX781555999 		NONE I SCHOLARSHIP 1,900

MADELINE BAKER
TRINITY UNIVERSITY
ONE TRINITY PLACE
San Antonio,TX782127200 		NONE I SCHOLARSHIP 3,450

SLOANE DIAMOND
UNIVERSITY OF GEORGIA
456 EAST BROAD STREET
Athens,GA30602 		NONE I SCHOLARSHIP 1,725

LAKEN COLLEY
C/O UNIVERSITY OF ARKANSAS
1 UNIVERSITY OF ARKANSAS
FAYETTEVILLE,AR72701 		NONE I SCHOLARSHIP 3,450

MADELINE YEAGER
C/O UNIVERSITY OF OKLAHOMA
660 PARRINGTON OVAL ROOM 110
NORMAN,OK73019 		NONE I SCHOLARSHIP 3,450

SHAE WHITNEY
C/O SOUTHWESTERN UNIVERSITY
1001 UNIVERSITY AVE
GEORGETOWN,TX78626 		NONE I SCHOLARSHIP 3,450

JAMAL BOUTCHICH
C/O TEXAS A&M UNIVERSITY
TEXAS AM UNIVERSITY
COLLEGE STATION,TX77843 		NONE I SCHOLARSHIP 3,450

BETHANY ELMS
C/O TEXAS A&M UNIVERSITY
ADMINISTRATION BUILDING 400 BIZZEL
COLLEGE STATION,TX77843 		NONE I SCHOLARSHIP 3,450

ANDREW HART
TEXAS A&M UNIVERSITY
ADMINISTRATION BUILDING 400 BIZZEL
COLLEGE STATION,TX77843 		NONE I SCHOLARSHIP 3,450

ABIGAIL TUSCANO
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE I SCHOLARSHIP 1,200

CARSON BALL
C/O UNIVERSITY OF OKLAHOMA
660 PARRINGTON OVAL ROOM 110
NORMAN,OK73019 		NONE I SCHOLARSHIP 3,450

YASMINE ALLY
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE I SCHOLARSHIP 2,600

PATRICK REYES
C/O CONCORDIA UNIVERSITY
800 N COLUMBIA AVE
SEWARD,NE68434 		NONE I SCHOLARSHIP 1,725

AMELIE VAIN
C/O COLORADO STATE UNIVERSITY
102 ADMINISTRATION BUILDING
FORT COLLINS,CO805230100 		NONE I SCHOLARSHIP 1,900

SLOANE DIAMOND
C/O UNIVERSITY OF GEORGIA
456 EAST BROAD STREET
ATHENS,GA30602 		NONE I SCHOLARSHIP 1,725

JULIAN NGUYEN
C/O TEXAS A&M UNIVERSITY
ADMINISTRATION BUILDING 400 BIZZEL
COLLEGE STATION,TX77843 		NONE I SCHOLARSHIP 1,200

MARCUS ALAGAR
C/O STANFORD UNIVERSITY
450 SERRA MALL
STANFORD,CA943052061 		NONE I SCHOLARSHIP 3,450

REAGAN TRUITT
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE I SCHOLARSHIP 550

NATHALIA GOMEZ
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE I SCHOLARSHIP 3,450

CALEB PATSCHKE
C/O UNIVERSITY OF TEXAS AT DALLAS
800 WEST CAMPBELL RD
RICHARDSON,TX75080 		NONE I SCHOLARSHIP 550

SMRITI JASTI
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE I SCHOLARSHIP 3,450

DIVYA ADDEPALLE
C/O UNIVERSITY OF TEXAS AT SAN ANTONIO
ONE UTSA CIRCLE
SAN ANTONIO,TX782491130 		NONE I SCHOLARSHIP 550

CHRISTIAN MATHURIN
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE I SCHOLARSHIP 1,900

RICHARD GUO
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE I SCHOLARSHIP 1,725

MERRITT SAGER
C/O TEXAS A&M UNIVERSITY
ADMINISTRATION BUILDING 400 BIZZEL
COLLEGE STATION,TX77843 		NONE I SCHOLARSHIP 3,450

ANA PAOLA LOPEZ-MALDONADO
C/O TEXAS A&M UNIVERSITY
ADMINISTRATION BUILDING 400 BIZZEL
COLLEGE STATION,TX77843 		NONE I SCHOLARSHIP 3,450

MADISON SHERBROOK
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE I SCHOLARSHIP 3,450

EMILY BARTHOLOMEW
C/O TEXAS A&M UNIVERSITY
ADMINISTRATION BUILDING 400 BIZZEL
COLLEGE STATION,TX77843 		NONE I SCHOLARSHIP 3,450

STEPHEN MARTIN
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE I SCHOLARSHIP 2,600

CINDY FOKA
C/O SOUTHWESTERN UNIVERSITY
PO BOX 770
GEORGETOWN,TX78627 		NONE I SCHOLARSHIP 3,950

JANAYE RODRIGUEZ
C/O UNIVERSITY OF TEXAS AT DALLAS
800 WEST CAMPBELL RD
RICHARDSON,TX75080 		NONE I SCHOLARSHIP 1,900

CARSON GLENN
C/O UNIVERSITY OF TEXAS AT TYLER
3900 UNIVERSITY BLVD
TYLER,TX757996699 		NONE I SCHOLARSHIP 1,200

HAILEY YOUNG
C/O BAYLOR UNIVERSITY
1320 S 7TH STREET
WACO,TX76798 		NONE I SCHOLARSHIP 3,950

AUSTIN HAM
C/O UNIVERSITY OF ARKANSAS
1 UNIVERSITY OF ARKANSAS
FAYETTEVILLE,AR72701 		NONE I SCHOLARSHIP 1,900

OWEN MIETUS
C/O BRIGHAM YOUNG UNIVERSITY
MAIN CAMPUS
PROVO,UT84602 		NONE I SCHOLARSHIP 1,200

NOAH MORALES
C/O EMBRY-RIDDLE AERONAUTICAL UNIVERSITY
600 S CLYDE BLVD
DAYTONA BEACH,FL321143900 		NONE I SCHOLARSHIP 1,200

JAZMYN DOSS
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE I SCHOLARSHIP 3,450

MIA PARKER
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE I SCHOLARSHIP 1,900

CAELAN SIMON
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE I SCHOLARSHIP 3,450

MCKENSIE FALK
C/O TEMPLE COLLEGE
2600 S 1ST ST
TEMPLE,TX765047435 		NONE I SCHOLARSHIP 1,900

AVERY BROOKS
UNIVERSITY OF KANSAS
230 STRONG HALL 1450 JAYHAWK BLVD
Lawrence,KS660457535 		NONE I SCHOLARSHIP 3,450

SKYLAR KOONTZ
UNIVERSITY OF MARY HARDIN BAYLOR
900 COLLEGE ST
Belton,TX765132599 		NONE I SCHOLARSHIP 1,725

HAVALAH SIMON
C/O SOUTHWESTERN UNIVERSITY
PO BOX 770
GEORGETOWN,TX78627 		NONE I SCHOLARSHIP 3,950

KELECHI EMERUWA
UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
Austin,TX78712 		NONE I SCHOLARSHIP 2,600

VIVIAN YEAGER
UNIVERSITY OF OKLAHOMA
660 PARRINGTON OVAL ROOM 110
Norman,OK73019 		NONE I SCHOLARSHIP 1,725

JESSILYN FUENTES
UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
Austin,TX78712 		NONE I SCHOLARSHIP 3,450

EMILY NGUYEN
UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
Austin,TX78712 		NONE I SCHOLARSHIP 3,450

SAHITI JASTI
UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
Austin,TX78712 		NONE I SCHOLARSHIP 1,725

NICHOLAS VARELA
CORNELL UNIVERSITY
300 DAY HALL
Ithaca,NY14853 		NONE I SCHOLARSHIP 3,950

EUNSUH CHO
HARVARD UNIVERSITY
MASSACHUSETTS HALL
Cambridge,MA02138 		NONE I SCHOLARSHIP 3,450

ANGELICA CORDERO
UNIVERSITY OF TEXAS AT SAN ANTONIO
ONE UTSA CIRCLE
San Antonio,TX782491130 		NONE I SCHOLARSHIP 3,450

CAMERON PAYNE
OKLAHOMA STATE UNIVERSITY
900 N PORTLAND AVE
Oklahoma City,OK73107 		NONE I SCHOLARSHIP 3,450

EMILY DIMICELI
SOUTHWESTERN UNIVERSITY
1001 UNIVERSITY AVE
Georgetown,TX78626 		NONE I SCHOLARSHIP 3,450

COOPER BURNS
TEXAS A&M UNIVERSITY
TEXAS AM UNIVERSITY
College Station,TX77843 		NONE I SCHOLARSHIP 2,600

RYME EL BOUKHANI
TEXAS A&M UNIVERSITY
TEXAS AM UNIVERSITY
College Station,TX77843 		NONE I SCHOLARSHIP 3,450

EDEN VAN SPEYBROECK
TEXAS A&M UNIVERSITY
TEXAS AM UNIVERSITY
College Station,TX77843 		NONE I SCHOLARSHIP 3,450

HALEY WILLIAMS
TEXAS A&M UNIVERSITY
TEXAS AM UNIVERSITY
College Station,TX77843 		NONE I SCHOLARSHIP 3,450

MIRANDA FUENTES
C/O TEXAS STATE UNIVERSITY
601 UNIVERSITY DRIVE
SAN MARCOS,TX78666 		NONE I SCHOLARSHIP 3,450

QUINN BURNS
C/O TEXAS STATE UNIVERSITY
601 UNIVERSITY DRIVE
SAN MARCOS,TX78666 		NONE I SCHOLARSHIP 1,900

HALEY TISDALE
SYRACUSE UNIVERSITY
CROUSE HINDS HALL
SYRACUSE,NY132442130 		NONE I SCHOLARSHIP 3,450

ANGEL BATRES
TEXAS A&M UNIVERSITY
TEXAS AM UNIVERSITY
COLLEGE STATION,TX77843 		NONE I SCHOLARSHIP 3,450

ASHLEY CHAPA
TEXAS A&M UNIVERSITY
TEXAS AM UNIVERSITY
COLLEGE STATION,TX77843 		NONE I SCHOLARSHIP 3,450

COLE BROOKS
TEXAS A&M UNIVERSITY
TEXAS AM UNIVERSITY
COLLEGE STATION,TX77843 		NONE I SCHOLARSHIP 3,450

TUVAN DINH
TEXAS A&M UNIVERSITY
TEXAS AM UNIVERSITY
COLLEGE STATION,TX77843 		NONE I SCHOLARSHIP 3,450

JESUS CRUZ
TEXAS A&M UNIVERSITY
TEXAS AM UNIVERSITY
COLLEGE STATION,TX77843 		NONE I SCHOLARSHIP 3,450

SEASON ALLAN
ABILENE CHRISTIAN UNIVERSITY
206 HARDIN ADMINISTRATION BUILDING
ABILENE,TX79699 		NONE I SCHOLARSHIP 3,450

RICHARD GUO
TEXAS A&M UNIVERSITY
TEXAS AM UNIVERSITY
COLLEGE STATION,TX77843 		NONE I SCHOLARSHIP 1,725

YAN HU
TEXAS A&M UNIVERSITY
TEXAS AM UNIVERSITY
COLLEGE STATION,TX77843 		NONE I SCHOLARSHIP 3,450

AILEEN MORENO
TEXAS A&M UNIVERSITY
TEXAS AM UNIVERSITY
COLLEGE STATION,TX77843 		NONE I SCHOLARSHIP 1,200

RISHAB PRAKASH
TEXAS A&M UNIVERSITY
TEXAS AM UNIVERSITY
COLLEGE STATION,TX77843 		NONE I SCHOLARSHIP 1,200

HANNAH MULLENS
AUSTIN COLLEGE
900 N GRAND AVE
SHERMAN,TX750904400 		NONE I SCHOLARSHIP 3,450

MASON ASKEW
BAYLOR UNIVERSITY
1320 S 7TH STREET
WACO,TX76798 		NONE I SCHOLARSHIP 3,450

ALEXIS FLORA
BAYLOR UNIVERSITY
1320 S 7TH STREET
WACO,TX76798 		NONE I SCHOLARSHIP 3,450

KIRSTIN WILLIAMS
TEXAS CHRISTIAN UNIVERSITY
2800 S UNIVERSITY DR
FORT WORTH,TX76129 		NONE I SCHOLARSHIP 3,450

MEGAN TUCKER
TEXAS A&M UNIVERSITY - CORPUS CHRISTI
6300 OCEAN DR
CORPUS CHRISTI,TX784125503 		NONE I SCHOLARSHIP 2,600

KORY THOMAS
UNIVERSITY OF MARY HARDIN-BAYLOR
900 COLLEGE ST
BELTON,TX765132599 		NONE I SCHOLARSHIP 3,450

COLLIN SANFORD JR
UNIVERSITY OF NORTH TEXAS
1155 UNION CIRCLE 311277
DENTON,TX76203 		NONE I SCHOLARSHIP 3,450

JORDAN ROBINSON
UNIVERSITY OF OKLAHOMA
660 PARRINGTON OVAL
NORMAN,OK73019 		NONE I SCHOLARSHIP 3,450

CARISSA ROLLMAN
UNIVERSITY OF MARY HARDIN-BAYLOR
900 COLLEGE ST
BELTON,TX765132599 		NONE I SCHOLARSHIP 3,450

DRAKE BOFF
UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE I SCHOLARSHIP 1,900

YE-UN GO
UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE I SCHOLARSHIP 3,450

AMAR BOUTCHICH
UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE I SCHOLARSHIP 3,450

ANN HOUGHTON
UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE I SCHOLARSHIP 1,900

CALEB NORCROSS
TEXAS TECH UNIVERSITY
15TH STREET AND AKRON
LUBBOCK,TX794095005 		NONE I SCHOLARSHIP 3,450

MEDEL GUTIERREZ
TEXAS A&M UNIVERSITY - GALVESTON
PO BOX 1675
GALVESTON,TX775531675 		NONE I SCHOLARSHIP 3,450

SNIT KIDANE
UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE I SCHOLARSHIP 3,450

SEALIN KWON
UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE I SCHOLARSHIP 1,200

ANTHONY ALVARADO
UNIVERSITY OF TEXAS AT SAN ANTONIO
ONE UTSA CIRCLE
SAN ANTONIO,TX782491130 		NONE I SCHOLARSHIP 3,450

CLARA BRANNON
BLINN COLLEGE
902 COLLEGE AVE
BRENHAM,TX778334098 		NONE I SCHOLARSHIP 1,725

ALINAFE MATENGULA
BAYLOR UNIVERSITY
1320 S 7TH STREET
WACO,TX76798 		NONE I SCHOLARSHIP 3,950

NIKOLAS MORIN
EAST TEXAS BAPTIST UNIVERSITY
ONE TIGER DRIVE
MARSHALL,TX756701498 		NONE I SCHOLARSHIP 2,600

KANTHI MAKINEEDI
DUKE UNIVERSITY
103 ALLEN BLDG
DURHAM,NC27708 		NONE I SCHOLARSHIP 3,450

CADE SALYER
ITHACA COLLEGE
953 DANBY RD
ITHACA,NY148507000 		NONE I SCHOLARSHIP 3,950

ELISA DIERKSMEIER
SOUTHWESTERN UNIVERSITY
1001 UNIVERSITY AVE
GEORGETOWN,TX78626 		NONE I SCHOLARSHIP 3,950

DELANEY SAGER
SAM HOUSTON STATE UNIVERSITY
1803 AVE I
HUNTSVILLE,TX77341 		NONE I SCHOLARSHIP 3,450

ALINKAR DURAN
SOUTHWESTERN UNIVERSITY
1001 UNIVERSITY AVE
GEORGETOWN,TX78626 		NONE I SCHOLARSHIP 3,950

HEAVEN ESKANDAR
SOUTHWESTERN UNIVERSITY
1001 UNIVERSITY AVE
GEORGETOWN,TX78626 		NONE I SCHOLARSHIP 3,450

AVA HARPER
SOUTHWESTERN UNIVERSITY
1001 UNIVERSITY AVE
GEORGETOWN,TX78626 		NONE I SCHOLARSHIP 550

KAMRYN HAYNES
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVE 110CH
BOSTON,MA02115 		NONE I SCHOLARSHIP 3,950

NOAH REUS
SOUTHWESTERN UNIVERSITY
1001 UNIVERSITY AVE
GEORGETOWN,TX78626 		NONE I SCHOLARSHIP 3,450

JACOB LEVINS
SOUTHWESTERN UNIVERSITY
1001 UNIVERSITY AVE
GEORGETOWN,TX78626 		NONE I SCHOLARSHIP 3,450

GARY SUNDERLAND
SOUTHWESTERN UNIVERSITY
1001 UNIVERSITY AVE
GEORGETOWN,TX78626 		NONE I SCHOLARSHIP 3,450

JALYSE RODRIGUEZ
C/O TEXAS STATE UNIVERSITY
601 UNIVERSITY DRIVE
SAN MARCOS,TX78666 		NONE I SCHOLARSHIP 1,900

ESMERALDA REYES
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE I SCHOLARSHIP 3,450

SOFIA OLGUIN
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE I SCHOLARSHIP 2,600

SEGEN KIDANE
C/O RICE UNIVERSITY
6100 S MAIN
HOUSTON,TX77005 		NONE I SCHOLARSHIP 3,450

WILLIAM HAMILTON
C/O TRINITY UNIVERSITY
ONE TRINITY PLACE
SAN ANTONIO,TX782127200 		NONE I SCHOLARSHIP 3,450

SEGEN KIDANE
C/O RICE UNIVERSITY
6100 S MAIN
HOUSTON,TX77005 		NONE I SCHOLARSHIP 500

SOFYA BASHIROVA
C/O BAYLOR UNIVERSITY
1320 S 7TH STREET
WACO,TX76798 		NONE I SCHOLARSHIP 3,950

PATRICK REYES
C/O UNIVERSITY OF MARY HARDIN-BAYLOR
900 COLLEGE STREET BOX 8003
BELTON,TX76513 		NONE I SCHOLARSHIP 1,725

LANDON CERVANTES
C/O TEXAS STATE UNIVERSITY
601 UNIVERSITY DRIVE
SAN MARCOS,TX78666 		NONE I SCHOLARSHIP 3,450

ASHLEY BODENHAMER
C/O UNIVERSITY OF ALABAMA
739 UNIVERSITY BOULEVARD
Tuscaloosa,AL354870100 		NONE I SCHOLARSHIP 3,450

IALIYAH SPRADLEY
C/O UNIVERSITY OF TEXAS AT SAN ANTONIO
ONE UTSA CIRCLE
SAN ANTONIO,TX782491130 		NONE I SCHOLARSHIP 3,450

MATTHEW DANCEL
C/O TEXAS A&M UNIVERSITY- CORPUS CHRISTI
6300 OCEAN DR
Corpus Christi,TX784125503 		NONE I SCHOLARSHIP 3,450

CADE SHIROCKY
C/O TEXAS A&M UNIVERSITY-CENTRAL TEXAS
1001 LEADERSHIP PLACE
Killeen,TX76549 		NONE I SCHOLARSHIP 3,450

ANGELICA V FLORES
C/O UNIVERSITY OF TEXAS AT ARLINGTON
701 S NEDDERMAN DR
ARLINGTON,TX76013 		NONE I SCHOLARSHIP 1,725

FRANCESCA MATHURIN
C/O TEXAS TECH UNIVERSITY
15TH STREET AND AKRON P O BOX 42
LUBBOCK,TX794095005 		NONE I SCHOLARSHIP 1,900

THOMAS MULLENS
C/O TEXAS A&M UNIVERSITY
401 GEORGE BUSH DRIVE
COLLEGE STATION,TX77840 		NONE I SCHOLARSHIP 600

SELMA DAVILA
C/O TEXAS TECH UNIVERSITY
15TH STREET AND AKRON P O BOX 421
LUBBOCK,TX794095005 		NONE I SCHOLARSHIP 1,200

NIOBE GOMEZ
C/O TEXAS TECH UNIVERSITY
15TH STREET AND AKRON P O BOX 42
LUBBOCK,TX794095005 		NONE I SCHOLARSHIP 3,450

ANDREW BALL
SOUTHWESTERN UNIVERSITY
PO BOX 770
GEORGETOWN,TX78627 		NONE I SCHOLARSHIP 1,725

GRIFFIN COLELLO
UNIVERSITY OF TEXAS - ARLINGTON
PO BOX 1043
ARLINGTON,TX76004 		NONE I SCHOLARSHIP 1,725

JENNIFER LOPEZ
ANGELO STATE UNIVERSITY
2601 W AVE N
SAN ANGELO,TX76909 		NONE I SCHOLARSHIP 2,600

MADELEINE HUDGINS
TUFTS UNIVERSITY
BALLOU HALL 2ND FLOOR
Medford,MA02155 		NONE I SCHOLARSHIP 3,950

JENNA SCHROEDER
UNIVERSITY OF TEXAS AT ARLINGTON
701 S NEDDERMAN DR
Arlington,TX76013 		NONE I SCHOLARSHIP 3,450

HARSHINI ADDEPALLE
UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
Austin,TX78712 		NONE I SCHOLARSHIP 550

KELLY ALFARO- GUANDIQUE
UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
Austin,TX78712 		NONE I SCHOLARSHIP 3,450

ANGELICA FLORES
UNIVERSITY OF TEXAS AT ARLINGTON
701 S NEDDERMAN DR
Arlington,TX76013 		NONE I SCHOLARSHIP 1,725

KAYLEE CAMPBELL
UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
Austin,TX78712 		NONE I SCHOLARSHIP 550

MELISSA BROWN
GOUCHER COLLEGE
1021 DULANEY VALLEY ROAD
BALTIMORE,MD212042794 		NONE I SCHOLARSHIP 3,450

MADELYN BROWN
GOUCHER COLLEGE
1021 DULANEY VALLEY ROAD
BALTIMORE,MD212042794 		NONE I SCHOLARSHIP 3,450

RYANN SAGER
SAM HOUSTON STATE UNIVERSITY
1803 AVE I
HUNTSVILLE,TX77341 		NONE I SCHOLARSHIP 1,725

EMELIA BRUTON
SOUTHWESTERN UNIVERSITY
1001 UNIVERSITY AVE
GEORGETOWN,TX78626 		NONE I SCHOLARSHIP 3,450

ANNIKA FLORA
SOUTHWESTERN UNIVERSITY
1001 UNIVERSITY AVE
GEORGETOWN,TX78626 		NONE I SCHOLARSHIP 3,450

HANNAH LAURENCE
SOUTHWESTERN UNIVERSITY
1001 UNIVERSITY AVE
GEORGETOWN,TX78626 		NONE I SCHOLARSHIP 1,900

HUNTER PRINZ
STANFORD UNIVERSITY
450 SERRA MALL
Stanford,CA943052061 		NONE I SCHOLARSHIP 3,950

ZANE CARLIN
TEXAS A&M UNIVERSITY
ADMINISTRATION BUILDING 400 BIZZEL
College Station,TX77843 		NONE I SCHOLARSHIP 550

HAILEY GONZALEZ
TEXAS A&M UNIVERSITY
ADMINISTRATION BUILDING 400 BIZZEL
College Station,TX77843 		NONE I SCHOLARSHIP 3,450

COLE FERGUSON
BAYLOR UNIVERSITY
1311 S 5TH ST
Waco,TX76706 		NONE I SCHOLARSHIP 3,950

JAXSON MERCER
TEXAS A&M UNIVERSITY
ADMINISTRATION BUILDING 400 BIZZEL
College Station,TX77843 		NONE I SCHOLARSHIP 3,450

LUKE PAYNE
TEXAS A&M UNIVERSITY
ADMINISTRATION BUILDING 400 BIZZEL
COLLEGE STATION,TX77843 		NONE I SCHOLARSHIP 3,450

KARINA NUNEZ
TEXAS A&M UNIVERSITY
ADMINISTRATION BUILDING 400 BIZZEL
COLLEGE STATION,TX77843 		NONE I SCHOLARSHIP 3,450

THOMAS OMAN
TEXAS A&M UNIVERSITY
ADMINISTRATION BUILDING 400 BIZZEL
College Station,TX77843 		NONE I SCHOLARSHIP 3,450

PRESLIE TINGLER
TEXAS A&M UNIVERSITY
ADMINISTRATION BUILDING 400 BIZZEL
College Station,TX77843 		NONE I SCHOLARSHIP 550

MAX FINN
TEXAS A&M UNIVERSITY - CORPUS CHRISTI
6300 OCEAN DR
CORPUS CHRISTI,TX78412 		NONE I SCHOLARSHIP 3,450

RYAN ABBOTT
TEXAS A&M UNIVERSITY - COMMERCE
2200 CAMPBELL ST
Commerce,TX75428 		NONE I SCHOLARSHIP 1,900

THOMAS MULLENS
TEXAS A&M UNIVERSITY GALVESTON
200 SEAWOLF PKWY
Galveston,TX77554 		NONE I SCHOLARSHIP 600
Total .................................right arrow 3a 417,175
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 ....     14 356,428  
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 ............ 		    18 185,662  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aROYALTY INCOME 		    15 88,048  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   630,138  
13Total. Add line 12, columns (b), (d), and (e)..................
13
630,138
(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 InvestmentsCorpBondsSchedule
Name:
LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
EIN:
74-1907673
Name of Bond End of Year Book Value End of Year Fair Market Value
92203J308 VANGUARD TTL INTL BN 556,176 501,965
54401E143 LORD ABBETT SHRT DUR 227,100 213,949
83002G108 SIX CIRCLES ULTR SHR 100,935 100,994
72201F490 PIMCO INCOME FUND-IN 116,739 105,613
921937603 VANGUARD TTL BD MKT 99,576 89,562
83002G702 SIX CIRCLES GLOBAL B 1,828,471 1,701,334
83002G884 SIX CIRCLES CREDIT O 420,653 429,170
464287440 ISHARES 7-10 YEAR TR 107,053 97,812
921937835 VANGUARD TOTAL BOND 7,458 7,622
92203J407 VANGUARD TOTAL INTL 133,669 134,201
92206C847 VANGUARD LONG-TERM T    
92206C870 VANGUARD INT-TERM CO 201,574 205,010
92206C771 VANGUARD MORTGAGE-BA 323,085 317,561

TY 2024 InvestmentsCorpStockSchedule
Name:
LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
EIN:
74-1907673
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 2,029 8,396
110122108 BRISTOL-MYERS SQUIBB 7,431 7,127
438516106 HONEYWELL INTERNATIO 672 4,066
532457108 ELI LILLY & CO 509 5,404
548661107 LOWE'S COS INC 305 3,949
594918104 MICROSOFT CORP 1,641 42,150
609207105 MONDELEZ INTERNATION 1,949 4,121
617446448 MORGAN STANLEY 1,582 9,680
713448108 PEPSICO INC 4,656 6,387
723787107 PIONEER NATURAL RESO    
882508104 TEXAS INSTRUMENTS IN 2,121 7,688
949746101 WELLS FARGO & CO 4,370 9,904
02079K107 ALPHABET INC-CL C 1,594 21,329
02079K305 ALPHABET INC-CL A    
09062X103 BIOGEN INC    
30303M102 META PLATFORMS INC-C 4,634 25,762
57636Q104 MASTERCARD INC - A 2,824 16,850
65339F101 NEXTERA ENERGY INC 3,603 5,807
78462F103 SPDR S&P 500 ETF TRU 468,446 1,406,592
91324P102 UNITEDHEALTH GROUP I 1,165 15,682
94106B101 WASTE CONNECTIONS IN 1,348 4,633
023135106 AMAZON.COM INC 2,872 31,153
032654105 ANALOG DEVICES INC    
037833100 APPLE INC 6,023 38,314
060505104 BANK OF AMERICA CORP 1,839 7,867
46432F842 ISHARES CORE MSCI EA    
655844108 NORFOLK SOUTHERN COR 3,214 5,868
67066G104 NVIDIA CORP 3,295 42,973
025816109 AMERICAN EXPRESS CO 2,575 7,420
315911750 FIDELITY 500 INDEX F 708,146 1,312,336
83002G306 SIX CIRCLES US UNCON 740,346 1,231,004
83002G405 SIX CIRCLES INTL UNC 712,634 763,009
00287Y109 ABBVIE INC 3,826 9,418
337738108 FISERV INC 5,914 9,244
580135101 MCDONALD'S CORP 7,700 9,276
N6596X109 NXP SEMICONDUCTORS N 3,025 5,612
007903107 ADVANCED MICRO DEVIC    
09857L108 BOOKING HOLDINGS INC 3,321 9,937
461202103 INTUIT INC    
518439104 ESTEE LAUDER COMPANI    
883556102 THERMO FISHER SCIENT 3,303 4,162
N07059210 ASML HOLDING NV-NY R 1,833 3,465
20825C104 CONOCOPHILLIPS 5,069 7,934
22160K105 COSTCO WHOLESALE COR 3,418 6,414
244199105 DEERE & CO    
363576109 ARTHUR J GALLAGHER & 3,082 6,245
43300A203 HILTON WORLDWIDE HOL 3,033 5,932
45687V106 INGERSOLL RAND INC 2,374 4,433
46120E602 INTUITIVE SURGICAL I 3,355 5,742
46641Q191 JPMORGAN BETABUILDER    
46641Q217 JPMORGAN BETABUILDER 227,842 257,599
46641Q225 JPMORGAN BETABUILDER 115,790 167,369
46641Q233 JPMORGAN BETABUILDER 151,653 146,250
679580100 OLD DOMINION FREIGHT 3,375 4,234
75886F107 REGENERON PHARMACEUT 2,574 3,562
G29183103 EATON CORP PLC 3,151 7,965
30231G102 EXXON MOBIL CORP 8,936 13,016
61174X109 MONSTER BEVERAGE COR 2,478 2,943
743315103 PROGRESSIVE CORP 5,296 10,782
78409V104 S&P GLOBAL INC 4,285 5,976
872590104 T-MOBILE US INC    
573284106 MARTIN MARIETTA MATE 5,482 6,715
842587107 THE SOUTHERN COMPANY 7,375 8,232
863667101 STRYKER CORP 4,729 5,761
872540109 TJX COMPANIES INC 2,983 4,470
G54950103 LINDE PLC 3,341 8,792
11135F101 BROADCOM INC 8,789 8,578
127387108 CADENCE DESIGN SYS I 3,679 3,606
254687106 WALT DISNEY CO/THE 5,845 5,679
68902V107 OTIS WORLDWIDE CORP 6,777 6,112
79466L302 SALESFORCE INC 8,810 10,364
824348106 SHERWIN-WILLIAMS CO/ 3,043 2,719

TY 2024 InvestmentsOtherSchedule2
Name:
LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
EIN:
74-1907673
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI AT COST 155,205 155,142
64128R608 NEUBERGER BERM LNG S AT COST 43,647 54,800
72201U638 PIMCO MRTG OPP & BND AT COST 117,025 106,178
024525669 AMERICAN BEACON AHL      
83002G876 SIX CIRCLES MULTI-ST AT COST 216,522 216,522

TY 2024 OtherAssetsSchedule
Name:
LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
EIN:
74-1907673
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
XXX-XX-XXXX ZAVALA CO TX ZAVALA   0 1
XXX-XX-XXXX T J BATES SVY ETC DE   0 410,302


TY 2024 OtherDecreasesSchedule
Name:
LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
EIN:
74-1907673
Description Amount
2024 TRANSACTION POSTED IN 2025 7,123
RETURN OF CAPITAL ADJUSTMENT 37,379
MUTUAL FUND ADJUSTMENT 6


TY 2024 OtherExpensesSchedule
Name:
LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
EIN:
74-1907673
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MINERAL INT-PRODUCTION TAX 1,201 1,201   0
MINERAL INT-AD VALOREM TAX 4,463 4,463   0
ROYALTY-OTHER EXPENSES 4,077 4,077   0
SCHOL-P ADMIN DEBBIE SANDERFER 11,546 0   11,546
SCHOL-P ADMIN -TISH OWEN 3,892 0   3,892
MISC EXPENSE-SCHOL-P 423 0   423
MAILING-SCHOL- P RELATED 37 0   37


TY 2024 OtherIncomeSchedule2
Name:
LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
EIN:
74-1907673
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY INCOME 88,048 88,048  


TY 2024 OtherIncreasesSchedule
Name:
LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
EIN:
74-1907673
Description Amount
RECOVERY OF PRIOR YEAR GRANTS 502
2023 TRANSACTION POSTED IN 2024 7,171
ROUNDING 6


TY 2024 OtherProfessionalFeesSchedule
Name:
LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
EIN:
74-1907673
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 5,196 5,196    


TY 2024 TaxesSchedule
Name:
LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
EIN:
74-1907673
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 63 63   0
FEDERAL TAX PAYMENT - PRIOR YE 896 0   0
FEDERAL ESTIMATES - INCOME 4,244 0   0
FOREIGN TAXES ON QUALIFIED FOR 3,261 3,261   0
FOREIGN TAXES ON NONQUALIFIED 732 732   0