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
HELEN GOUGH FDN TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

45-6014772
B Telephone number (see instructions)

(701) 795-6162
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$7,916,020J 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... 181,820 180,934  
5a Gross rents............      
b Net rental income or (loss) -409
6a Net gain or (loss) from sale of assets not on line 10 79,894
b Gross sales price for all assets on line 6a 1,779,379
7 Capital gain net income (from Part IV, line 2)... 79,894
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
530,344 530,344  
12 Total. Add lines 1 through 11........ 792,058 791,172  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 83,186 74,867   8,319
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
1,650 0 0 1,650
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,273 2,511   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 262 0 0 262
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
138,456 138,456    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 231,827 215,834 0 10,231
25 Contributions, gifts, grants paid....... 435,701 435,701
26 Total expenses and disbursements. Add lines 24 and 25 667,528 215,834 0 445,932
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 124,530
b Net investment income (if negative, enter -0-) 575,338
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 221,812 61,863 61,863
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 750,651 Click to see attachment
List of Attached Documents:
// Content
745,549 		1,254,079
c Investments—corporate bonds (attach schedule)....... 156,764 Click to see attachment
List of Attached Documents:
// Content
79,326 		74,691
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).......... 3,506,919 Click to see attachment
List of Attached Documents:
// Content
3,902,608 		6,519,899
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
5,193 		Click to see attachment
List of Attached Documents:
// Content
5,488 		Click to see attachment
List of Attached Documents:
// Content
5,488
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,641,339 4,794,834 7,916,020
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........ 4,641,339 4,794,834
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)..... 4,641,339 4,794,834
30 Total liabilities and net assets/fund balances (see instructions). 4,641,339 4,794,834
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
4,641,339
2
Enter amount from Part I, line 27a .....................
2
124,530
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
33,546
4
Add lines 1, 2, and 3 ..........................
4
4,799,415
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,581
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,794,834
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 2. ADOBE SYS INC   2022-05-05 2024-02-14
b 11. ADVANCED MICRO DEVICES INC COM   2022-08-17 2024-02-14
c 4. AIRBNB INC CL A   2021-06-14 2024-02-14
d 6. ALBEMARLE CORP   2023-02-25 2024-02-14
e 18. ALPHABET INC CL A   2020-05-04 2024-02-14
17. AMAZON COM INC   2018-03-26 2024-02-14
664. AMERICAN BEACON STEPHENS MID CAP GR   2021-12-17 2024-02-14
5. AMERICAN TOWER CORP   2023-02-25 2024-02-14
18. APPLE COMPUTER INC   2022-05-05 2024-02-14
28. BANK OF AMERICA CORP   2020-07-10 2024-02-14
2. BLACKROCK INC   2022-08-17 2024-02-14
11. CVS CORP COM   2023-07-06 2024-02-14
13. CENTENE CORP COM   2019-09-19 2024-02-14
9. COSTCO WHOLESALE CORP COM   2021-05-07 2024-02-14
13. EDWARDS LIFESCIENCES CORP COM   2022-05-05 2024-02-14
3. FACEBOOK INC A   2020-03-06 2024-02-14
5. GILEAD SCIENCES INC   2023-10-12 2024-02-14
1. INTUIT INC COMMON STOCK   2020-05-04 2024-02-14
8. J P MORGAN CHASE & CO   2020-07-10 2024-02-14
163. CLEARBRIDGE INTERNATIONAL GROWTH   2021-05-07 2024-02-14
13. LULULEMON ATHLETICA INC   2022-08-17 2024-02-14
137. MARATHON PETROLEUM CORP   2020-05-04 2024-02-14
15. MASTERCARD INC   2019-09-19 2024-02-14
2. MATCH GROUP INC NEW   2023-03-09 2024-02-14
5. MATCH GROUP INC NEW   2020-05-04 2024-02-14
9. MICROSOFT CORP   2020-05-04 2024-02-14
26. NETFLIX.COM INC COM   2023-01-04 2024-02-14
4. NVIDIA CORP   2022-09-26 2024-02-14
5. PALO ALTO NETWORKS INC   2022-09-26 2024-02-14
69. PAYCOM SOFTWARE INC   2023-06-24 2024-02-14
2. PAYPAL HOLDINGS INC   2023-02-25 2024-02-14
184. PAYPAL HOLDINGS INC   2018-10-18 2024-02-14
415.633 PGIM TOTAL RETURN BOND CL R6   2020-08-28 2024-02-14
5. SALESFORCE COM INC   2021-11-03 2024-02-14
2. SERVICENOW INC   2022-01-11 2024-02-14
24. UBER TECHNOLOGIES INC   2022-08-17 2024-02-14
2. UNITEDHEALTH GRP INC COM   2022-06-16 2024-02-14
17.3333 VERALTO CORP COM SHS   2023-03-09 2024-02-14
17.6667 VERALTO CORP COM SHS   2022-12-23 2024-02-14
7. WAL MART STORES INC   2021-12-17 2024-02-14
7. ZILLOW GROUP INC   2021-12-17 2024-02-14
8. APTIV PLC   2023-02-25 2024-02-14
1. CHUBB LIMITED COM   2020-05-04 2024-02-14
91. AIRBNB INC CL A   2021-06-14 2024-05-23
247. CVS CORP COM   2023-07-06 2024-05-23
219. COPART INC COM   2020-05-04 2024-05-23
8. COSTCO WHOLESALE CORP COM   2021-05-07 2024-05-23
23. DANAHER CORP COM   2022-12-23 2024-05-23
131. EDWARDS LIFESCIENCES CORP COM   2022-05-05 2024-05-23
356. ISHARES CORE U.S. AGGREGATE BOND ETF   2023-07-15 2024-05-23
634. ISHARES CORE U.S. AGGREGATE BOND ETF   2024-02-14 2024-05-23
1555. ISHARES CORE U.S. AGGREGATE BOND ETF   2020-09-29 2024-05-23
142. ISHARES MSCI EAFE VALUE ETF   2021-03-01 2024-05-23
151. ISHARES CORE MSCI EAFE ETF   2021-03-01 2024-05-23
233. ISHARES CORE MSCI EMERGING MKTS ETF   2021-05-07 2024-05-23
4. MARATHON PETROLEUM CORP   2023-07-06 2024-05-23
74. MARATHON PETROLEUM CORP   2020-05-04 2024-05-23
147. MATCH GROUP INC NEW   2020-02-25 2024-05-23
9. NETFLIX.COM INC COM   2023-01-04 2024-05-23
47. SCHWAB CHARLES CORP NEW COM   2024-02-14 2024-05-23
190. SCHWAB CHARLES CORP NEW COM   2020-03-06 2024-05-23
27. CHUBB LIMITED COM   2020-05-04 2024-05-23
4. GILEAD SCIENCES INC   2023-10-12 2024-06-18
119. GILEAD SCIENCES INC   2019-12-24 2024-06-18
11. NETFLIX.COM INC COM   2023-01-04 2024-06-18
73. TRADE DESK INC THE CLASS A   2020-03-06 2024-06-18
194. WAL MART STORES INC   2020-02-25 2024-06-18
6537.177 CREDIT SUISSE COMMODITY RETURN   2024-05-24 2024-07-24
87. AMERICAN TOWER CORP   2018-03-26 2024-08-29
5. ISHARES CORE S P 500 ETF   2023-01-04 2024-08-29
21. ISHARES RUSSELL MIDCAP VALUE ETF   2021-05-07 2024-08-29
11. ISHARES RUSSELL 2000 INDEX FUND   2021-05-07 2024-08-29
88. ISHARES MSCI EAFE VALUE ETF   2021-03-01 2024-08-29
71. ISHARES CORE MSCI EAFE ETF   2021-03-01 2024-08-29
27.637 CLEARBRIDGE INTERNATIONAL GROWTH   2021-05-07 2024-08-29
352. MOBILEYE GLOBAL INC COMMON CLASS A   2024-02-14 2024-08-29
213. MOBILEYE GLOBAL INC COMMON CLASS A   2024-05-23 2024-08-29
124. NIKE INC CL B COM   2024-05-23 2024-08-29
48. SALESFORCE COM INC   2020-03-06 2024-08-29
524. SCHWAB US REIT ETF   2022-01-11 2024-08-29
7. SERVICENOW INC   2022-01-11 2024-08-29
55. TRADE DESK INC THE CLASS A   2020-03-06 2024-08-29
20. UNITEDHEALTH GRP INC COM   2023-07-06 2024-08-29
1343. ISHARES CORE U.S. AGGREGATE BOND ETF   2019-07-17 2024-08-30
75000. WELLS FARGO MTN 3.300% 9/09/24   2019-07-18 2024-09-09
138.013 AMERICAN BEACON STEPHENS MID CAP GR   2024-08-29 2024-09-10
1. AMERICAN TOWER CORP   2018-03-26 2024-09-10
768. ANGEL OAK MULTI STRATEGY INCOME   2021-05-07 2024-09-10
33.88136 ARTISAN HIGH INCOME FUND   2021-09-22 2024-09-10
912.11864 ARTISAN HIGH INCOME FUND   2021-09-22 2024-09-10
2. CABOT OIL & GAS CORP CL A   2024-08-29 2024-09-10
1. DANAHER CORP COM   2023-01-04 2024-09-10
1000. INVESCO S P 500 EQUAL WEIGHT ETF   2024-05-23 2024-09-10
1. ISHARES CORE S P 500 ETF   2023-01-04 2024-09-10
5.99918 ISHARES 20 YEAR TREASURY BOND ETF   2023-02-25 2024-09-10
35.00082 ISHARES 20 YEAR TREASURY BOND ETF   2023-02-25 2024-09-10
14. ISHARES RUSSELL MIDCAP VALUE ETF   2021-05-07 2024-09-10
17. ISHARES RUSSELL MID CAP ETF   2024-08-29 2024-09-10
4. ISHARES RUSSELL MID CAP ETF   2021-06-14 2024-09-10
35. ISHARES MSCI EAFE VALUE ETF   2021-03-01 2024-09-10
6. ISHARES CORE MSCI EAFE ETF   2021-03-01 2024-09-10
30.332 CLEARBRIDGE INTERNATIONAL GROWTH   2023-07-06 2024-09-10
1. LULULEMON ATHLETICA INC   2023-10-12 2024-09-10
1. NVIDIA CORP   2024-08-29 2024-09-10
1833. PGIM TOTAL RETURN BOND CL R6   2020-08-28 2024-09-10
507. SCHWAB US REIT ETF   2022-08-17 2024-09-10
1. SERVICENOW INC   2022-01-11 2024-09-10
1153. STONE RIDGE HY REINSUR-I   2022-05-05 2024-09-10
2. TRADE DESK INC THE CLASS A   2020-03-06 2024-09-10
1. UNITEDHEALTH GRP INC COM   2023-07-06 2024-09-10
156. AMERICAN BEACON STEPHENS MID CAP GR   2022-02-17 2024-10-03
16. APPLE COMPUTER INC   2022-05-05 2024-10-03
31. ISHARES RUSSELL MIDCAP VALUE ETF   2021-05-07 2024-10-03
77. ISHARES RUSSELL MID CAP ETF   2021-06-14 2024-10-03
11.99959 ISHARES RUSSELL 2000 INDEX FUND   2021-05-07 2024-10-03
16.00041 ISHARES RUSSELL 2000 INDEX FUND   2021-05-07 2024-10-03
55. ISHARES CORE MSCI EAFE ETF   2021-03-01 2024-10-03
491. ISHARES CORE MSCI EMERGING MKTS ETF   2021-09-22 2024-10-03
8. BLACKROCK INC COM   2022-08-17 2024-10-16
29. DANAHER CORP COM   2023-01-04 2024-10-16
41. ISHARES CORE U.S. AGGREGATE BOND ETF   2024-09-10 2024-10-16
10. NETFLIX.COM INC COM   2023-01-04 2024-10-16
27. S P GLOBAL INC COM   2019-09-19 2024-10-16
23. ADVANCED MICRO DEVICES INC COM   2024-08-29 2024-12-04
11. ALBEMARLE CORP   2021-12-17 2024-12-04
32. ALPHABET INC CL A   2023-03-09 2024-12-04
34. AMAZON COM INC   2018-03-26 2024-12-04
419. AMERICAN BEACON STEPHENS MID CAP GR   2022-02-17 2024-12-04
4. AMERICAN TOWER CORP   2023-10-12 2024-12-04
20. APPLE COMPUTER INC   2021-11-03 2024-12-04
64. BANK OF AMERICA CORP   2023-02-25 2024-12-04
31. CABOT OIL & GAS CORP CL A   2024-08-29 2024-12-04
2. CENTENE CORP COM   2024-09-10 2024-12-04
22. CENTENE CORP COM   2023-07-06 2024-12-04
2. CHEVRONTEXACO CORP   2024-10-16 2024-12-04
26. COPART INC COM   2020-05-04 2024-12-04
1. COSTCO WHOLESALE CORP COM   2021-05-07 2024-12-04
57. DRAFTKINGS INC NEW   2024-06-18 2024-12-04
12. EDWARDS LIFESCIENCES CORP COM   2023-03-09 2024-12-04
8. FACEBOOK INC A   2020-03-06 2024-12-04
6. HOME DEPOT INC   2021-11-03 2024-12-04
14. ISHARES CORE S P 500 ETF   2023-01-04 2024-12-04
2029. ISHARES CORE U.S. AGGREGATE BOND ETF   2024-09-10 2024-12-04
1306. ISHARES CORE U.S. AGGREGATE BOND ETF   2019-07-28 2024-12-04
47. ISHARES RUSSELL MIDCAP VALUE ETF   2021-05-07 2024-12-04
168. ISHARES RUSSELL MID CAP ETF   2021-03-01 2024-12-04
75. ISHARES RUSSELL 2000 INDEX FUND   2021-04-14 2024-12-04
14. J P MORGAN CHASE & CO   2023-03-09 2024-12-04
2. LULULEMON ATHLETICA INC   2022-08-17 2024-12-04
5. MARATHON PETROLEUM CORP   2024-06-18 2024-12-04
1. MASTERCARD INC   2023-03-09 2024-12-04
3. MICROSOFT CORP   2023-03-09 2024-12-04
8. NEXTERA ENERGY INC   2024-09-10 2024-12-04
17. NEXTERA ENERGY INC   2022-02-17 2024-12-04
70. NVIDIA CORP   2022-09-26 2024-12-04
42. PALO ALTO NETWORKS INC   2022-09-26 2024-12-04
1. S P GLOBAL INC COM   2024-09-10 2024-12-04
1. S P GLOBAL INC COM   2019-09-19 2024-12-04
5. SALESFORCE COM INC   2020-03-06 2024-12-04
48. SCHLUMBERGER LTD ISIN #AN8068571086   2024-02-14 2024-12-04
15. SCHWAB CHARLES CORP NEW COM   2023-06-24 2024-12-04
1. SERVICENOW INC   2022-05-05 2024-12-04
628. STONE RIDGE HY REINSUR-I   2022-05-05 2024-12-04
2. SYNOPSYS INC COM   2024-02-14 2024-12-04
36. TARGET CORP   2024-02-14 2024-12-04
4. TARGET CORP   2024-09-10 2024-12-04
77. TARGET CORP   2020-02-25 2024-12-04
64. TRADE DESK INC THE CLASS A   2024-05-23 2024-12-04
5. TRADE DESK INC THE CLASS A   2020-03-06 2024-12-04
44. UBER TECHNOLOGIES INC   2023-03-09 2024-12-04
4. UNITEDHEALTH GRP INC COM   2023-03-09 2024-12-04
3. VEEVA SYSTEMS INC-CLASS A   2024-09-10 2024-12-04
25. VERTIV HOLDINGS CO   2024-06-18 2024-12-04
27. WAL MART STORES INC   2023-10-12 2024-12-04
15. ZILLOW GROUP INC   2024-05-23 2024-12-04
7. ZILLOW GROUP INC   2024-09-10 2024-12-04
166. ZILLOW GROUP INC   2021-12-17 2024-12-04
3. EATON CORP PLC SHS   2024-08-29 2024-12-04
171. APTIV PLC   2018-10-18 2024-12-04
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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    
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 1,206   799 407
b 1,942   1,081 861
c 591   592 -1
d 678   1,618 -940
e 2,606   1,993 613
2,881   1,300 1,581
24,209   25,764 -1,555
942   982 -40
3,287   2,835 452
920   652 268
1,564   1,488 76
837   764 73
1,000   605 395
6,456   3,468 2,988
1,107   1,343 -236
1,408   536 872
364   382 -18
651   266 385
1,397   753 644
10,170   11,392 -1,222
5,962   4,297 1,665
23,097   4,167 18,930
6,920   4,010 2,910
72   74 -2
180   368 -188
3,655   1,592 2,063
14,889   7,933 6,956
2,912   494 2,418
1,834   825 1,009
12,999   22,049 -9,050
116   160 -44
10,717   27,494 -16,777
4,913   6,159 -1,246
1,439   1,512 -73
1,572   1,143 429
1,851   743 1,108
1,031   910 121
1,452   1,421 31
1,480   1,650 -170
1,173   984 189
386   424 -38
633   938 -305
247   99 148
12,958   11,906 1,052
14,048   17,165 -3,117
11,791   7,275 4,516
6,401   3,181 3,220
6,122   5,508 614
11,697   12,052 -355
34,369   34,993 -624
61,208   61,603 -395
150,123   182,057 -31,934
7,911   7,089 822
11,368   10,789 579
12,669   15,438 -2,769
707   453 254
13,076   2,251 10,825
4,364   10,374 -6,010
5,734   2,746 2,988
3,415   2,943 472
13,807   6,512 7,295
7,195   3,288 3,907
252   306 -54
7,502   7,907 -405
7,514   3,356 4,158
7,249   3,446 3,803
13,144   7,935 5,209
144,995   156,500 -11,505
19,273   13,706 5,567
2,832   2,149 683
2,728   2,453 275
2,424   2,475 -51
5,005   4,393 612
5,493   5,073 420
1,933   1,907 26
4,905   9,228 -4,323
2,968   5,935 -2,967
10,369   11,409 -1,040
12,513   11,813 700
11,680   12,602 -922
5,880   4,002 1,878
5,769   1,398 4,371
11,788   9,387 2,401
134,951   144,677 -9,726
75,000   77,438 -2,438
5,053   5,162 -109
242   144 98
6,751   7,987 -1,236
308   348 -40
8,291   9,367 -1,076
45   49 -4
274   236 38
171,505   166,648 4,857
551   386 165
603   625 -22
3,521   3,646 -125
1,767   1,635 132
1,425   1,471 -46
335   316 19
1,938   1,747 191
447   429 18
2,051   1,780 271
247   369 -122
107   122 -15
22,674   27,242 -4,568
11,643   10,571 1,072
855   572 283
10,838   10,216 622
199   51 148
601   469 132
5,948   5,293 655
3,600   2,440 1,160
4,048   3,621 427
6,718   6,076 642
2,601   2,683 -82
3,468   3,599 -131
4,210   3,930 280
28,465   30,799 -2,334
8,117   5,950 2,167
7,722   6,839 883
4,095   4,168 -73
7,017   3,025 3,992
14,271   9,084 5,187
3,295   3,420 -125
1,114   2,735 -1,621
5,585   2,986 2,599
7,402   3,097 4,305
17,963   13,177 4,786
827   659 168
4,857   3,033 1,824
2,971   1,982 989
791   753 38
119   142 -23
1,314   1,487 -173
318   297 21
1,640   498 1,142
990   385 605
2,533   2,427 106
892   922 -30
4,907   1,440 3,467
2,570   2,208 362
8,544   5,406 3,138
200,837   206,278 -5,441
129,272   142,418 -13,146
6,511   5,483 1,028
15,955   12,746 3,209
18,014   16,219 1,795
3,418   1,826 1,592
681   699 -18
748   862 -114
521   357 164
1,314   761 553
602   655 -53
1,280   1,288 -8
10,182   865 9,317
16,963   7,066 9,897
522   519 3
522   257 265
1,825   812 1,013
2,053   2,285 -232
1,220   862 358
1,122   470 652
5,928   5,564 364
1,178   1,115 63
4,684   5,240 -556
520   593 -73
10,019   10,546 -527
8,917   6,078 2,839
697   127 570
3,168   1,435 1,733
2,447   1,874 573
711   658 53
3,255   2,318 937
2,547   1,429 1,118
1,182   605 577
552   377 175
13,086   10,035 3,051
1,130   918 212
9,600   15,512 -5,912
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
      8,217
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       407
b       861
c       -1
d       -940
e       613
      1,581
      -1,555
      -40
      452
      268
      76
      73
      395
      2,988
      -236
      872
      -18
      385
      644
      -1,222
      1,665
      18,930
      2,910
      -2
      -188
      2,063
      6,956
      2,418
      1,009
      -9,050
      -44
      -16,777
      -1,246
      -73
      429
      1,108
      121
      31
      -170
      189
      -38
      -305
      148
      1,052
      -3,117
      4,516
      3,220
      614
      -355
      -624
      -395
      -31,934
      822
      579
      -2,769
      254
      10,825
      -6,010
      2,988
      472
      7,295
      3,907
      -54
      -405
      4,158
      3,803
      5,209
      -11,505
      5,567
      683
      275
      -51
      612
      420
      26
      -4,323
      -2,967
      -1,040
      700
      -922
      1,878
      4,371
      2,401
      -9,726
      -2,438
      -109
      98
      -1,236
      -40
      -1,076
      -4
      38
      4,857
      165
      -22
      -125
      132
      -46
      19
      191
      18
      271
      -122
      -15
      -4,568
      1,072
      283
      622
      148
      132
      655
      1,160
      427
      642
      -82
      -131
      280
      -2,334
      2,167
      883
      -73
      3,992
      5,187
      -125
      -1,621
      2,599
      4,305
      4,786
      168
      1,824
      989
      38
      -23
      -173
      21
      1,142
      605
      106
      -30
      3,467
      362
      3,138
      -5,441
      -13,146
      1,028
      3,209
      1,795
      1,592
      -18
      -114
      164
      553
      -53
      -8
      9,317
      9,897
      3
      265
      1,013
      -232
      358
      652
      364
      63
      -556
      -73
      -527
      2,839
      570
      1,733
      573
      53
      937
      1,118
      577
      175
      3,051
      212
      -5,912
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 79,894
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 7,997
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 7,997
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 7,997
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 8,676
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 8,676
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 679
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow679 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 arrowND
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 arrowUS BANK NATIONAL ASSOCIATION Telephone no.right arrow (701) 280-3623

Located atright arrow600 DEMERS AVEGRAND FORKSND ZIP+4right arrow58201
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
US BANK NA TRUSTEE
1 		78,686    
PO BOX 0634
MILWAUKEE,WI532010634
MARTHA HUNTER FOUNDATION MANAGER
1 		4,500    
PO BOX 476
NEWTON,ND58763
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
8,709,237
b
Average of monthly cash balances.......................
1b
86,278
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,795,515
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
8,795,515
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
131,933
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,663,582
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
433,179
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
433,179
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
7,997
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,997
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
425,182
4
Recoveries of amounts treated as qualifying distributions................
4
29,000
5
Add lines 3 and 4............................
5
454,182
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
454,182
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
445,932
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
445,932
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 7 454,182
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 431,201
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$ 445,932
a Applied to 2023, but not more than line 2a 431,201
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..... 14,731
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 .......... 		439,451
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MARTHA HUNTER DIR HIGHER EDUCATION
404 FRONTAGE RD
NEW TOWN,ND58763
(701) 627-4112
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS CAN BE OBTAINED BY CONTACTING THE LOCAL SCHOOL COUNSELOR'S OFFICE
cAny submission deadlines:
JUNE 1ST
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PRIMARILY FOR ENROLLED MEMBERS OF THE THREE AFFILLIATED TRIBES OF THE FORT BERTHHOLD RESERVATION, NORTH DAKOTA
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

UNIVERSITY OF MARY

7500 UNIVERSITY DR
BISMARCK,ND580549634 		NONE I SCHOLARSHIPS 19,500

NORTH DAKOTA STATE UNIVERSITY

PO BOX 6050
FARGO,ND58108 		NONE I SCHOLARSHIPS 20,000

NORWICH UNIVERSITY

158 HARMON DRIVE
NORTHFIELD,VT05663 		NONE I SCHOLARSHIPS 6,000

SOUTH DAKOTA STATE UNIVERSITY

1451 STADIUM ROAD
BROOKINGS,SD57007 		NONE I SCHOLARSHIPS 10,000

OREGON STATE UNIVERSITY

218 KERR ADMIN BLDG
CORVALLIS,OR97331 		NONE I SCHOLARSHIPS 8,000

GRAND CANYON UNIVERSITY

PO BOX 11590
PHOENIX,AZ85016 		NONE I SCHOLARSHIPS 8,000

BISMARCK STATE COLLEGE

1500 E EDWARD AVE
BISMARCK,ND585061276 		NONE I SCHOLARSHIPS 19,500

INSTITUTE OF AMERICAN INDIAN ARTS

83 A VAN NU PO
SANTA FE,NM875081300 		NONE I SCHOLARSHIPS 8,000

THE UNIVERSITY OF NEW MEXICO

MSC 11 6315 I UNM
ALBERQUERQUE,NM871316315 		NONE I SCHOLARSHIPS 10,000

UNIVERSITY OF NORTH DAKOTA

2901 UNIVERSITY AVE
GRAND FORKS,ND58202 		NONE I SCHOLARSHIPS 6,000

CHEMEKETA COMMUNITY COLLEGE

PO BOX 14007
SALEM,OR973097070 		NONE I SCHOLARSHIPS 14,000

HASKELL INDIAN NATIONS UNIVERSITY

155 E INDIAN AVE
LAWRENCE,KS66046 		NONE I SCHOLARSHIPS 8,000

MONTANA STATE UNIVERSITY NORTHERN

PO BOX 7751
HAVRE,MT595017751 		NONE I SCHOLARSHIPS 18,000

UNIVERSITY OF NORTH TEXAS

1155 UNION CIRCLE 311370
DENTON,TN762035017 		NONE I SCHOLARSHIPS 6,000

UNIVERSITY TRIBES TECHNICAL COLLEGE

3315 UNIVERSITY DR
BISMARCK,ND58504 		NONE I SCHOLARSHIPS 18,000

SINTE GLESKA UNIVERSITY

701 ST JOSEPH STREET
MISSION,SD57555 		NONE I SCHOLARSHIPS 16,000

NORTHERN STATE UNIVERSITY

1200 S JAY ST
ABERDEEN,SD574017155 		NONE I SCHOLARSHIPS 8,000

CONCORDIA UNIVERSITY TEXAS

11400 CONCORDIA UNIVERSITY DR
AUSTIN,TX78726 		NONE I SCHOLARSHIPS 13,500

AUSTIN COMMUNITY COLLEGE

5930 MIDDLE FISKVILLE RD
AUSTIN,TX78752 		NONE I SCHOLARSHIPS 6,000

NORTHWESTERN UNIVERSITY

633 CLARK ST
EVANSTON,IL60208 		NONE I SCHOLARSHIPS 12,000

UNIVERSITY OF DENVER

2199 S UNIVERSITY BLVD
DENVER,CO80208 		NONE I SCHOLARSHIPS 10,000

NUETA HIDATSA SAHNISH COLLEGE

PO BOX 490
NEW TOWN,ND587630490 		NONE I SCHOLARSHIPS 32,000

SITTING BULL COLLEGE

9299 HIGHWAY 24
FORT YATES,ND585389706 		NONE I SCHOLARSHIPS 6,000

NORTHWEST INDIAN COLLEGE

2522 KWINA RD
BELLINGHAM,WA982269217 		NONE I SCHOLARSHIPS 6,000

TURTLE MOUNTAIN COMMUNITY COLLEGE

PO BOX 340
BELCOURT,ND58316 		NONE I SCHOLARSHIPS 6,000

UNIVERSITY OF PHOENIX ONLINE CAMPUS

4035 S RIVERPOINT PARKWAY
PHOENIX,AZ85040 		NONE I SCHOLARSHIPS 6,000

UNIVERSITY OF KANSAS

1502 IOWA STREET
LAWRENCE,KS66045 		NONE I SCHOLARSHIPS 8,000

LASALLE UNIVERSITY

1900 WEST OLNEY AVE
PHILADELPHIA,PA19141 		NONE I SCHOLARSHIPS 10,000

NORTHWEST UNIVERSITY

5520 108TH AVENUE NE
KIRKLAND,WA98033 		NONE I SCHOLARSHIPS 10,000

LIFE PACIFIC UNIVERSITY

1100 W COVINA BLVD
SAN DIMAS,CA91773 		NONE I SCHOLARSHIPS 10,000

MINOT STATE UNIVERSITY

500 UNIVERSITY AVENUE W
MINOT,ND58707 		NONE I SCHOLARSHIPS 23,701

MCPHERSON COLLEGE

1600 E EUCLID ST
MCPHERSON,KS674603847 		NONE I SCHOLARSHIPS 16,000

ARIZONA STATE UNIVERSITY

1151 S FOREST AVE
TEMPE,AZ85281 		NONE I SCHOLARSHIPS 6,000

UNITED TRIBES TECHNICAL COLLEGE

3315 UNIVERSITY DR
BISMARCK,ND58504 		NONE I SCHOLARSHIPS 51,500
Total .................................right arrow 3a 435,701
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 ....     14 181,820  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....       -409  
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 79,894  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOMG ROYALTY INCOME 		    1 530,209  
bOTHER INCOME     1 135  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   791,649  
13Total. Add line 12, columns (b), (d), and (e)..................
13
791,649
(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.
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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-
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 Firm's EIN Right Arrow
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 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
HELEN GOUGH FDN TRUST
EIN:
45-6014772
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,650     1,650

TY 2024 InvestmentsCorpBondsSchedule
Name:
HELEN GOUGH FDN TRUST
EIN:
45-6014772
Name of Bond End of Year Book Value End of Year Fair Market Value
747525AF0 QUALCOMM INC 79,326 74,691
94974BGA2 WELLS FARGO MTN    

TY 2024 InvestmentsCorpStockSchedule
Name:
HELEN GOUGH FDN TRUST
EIN:
45-6014772
Name of Stock End of Year Book Value End of Year Fair Market Value
012653101 ALBEMARLE CORP 12,400 10,760
931142103 WAL MART STORES INC 9,787 26,563
594918104 MICROSOFT CORP 27,362 90,623
81762P102 SERVICENOW INC 11,950 29,683
56585A102 MARATHON PETROLEUM C 12,050 9,765
893641100 TRANSDIGM GROUP INC 5,023 16,475
023135106 AMAZON.COM INC 32,979 78,322
H1467J104 CHUBB LTD    
57636Q104 MASTERCARD INC 3,699 9,478
30303M102 FACEBOOK INC A 12,531 43,913
060505104 BANK OF AMERICA CORP 18,059 31,336
46625H100 J P MORGAN CHASE CO 16,285 40,751
G6095L109 APTIV PLC    
15135B101 CENTENE CORP COM 14,643 14,963
22160K105 COSTCO WHOLESALE COR 2,219 10,995
28176E108 EDWARDS LIFESCIENCES 8,484 9,550
037833100 APPLE INC 32,293 95,410
70450Y103 PAYPAL HOLDINGS INC    
02079K305 ALPHABET INC CL A 25,491 64,173
78409V104 S P GLOBAL INC COM 8,249 14,443
808513105 SCHWAB CHARLES CORP 23,514 26,792
03027X100 AMERICAN TOWER CORP 9,287 10,454
91324P102 UNITEDHEALTH GROUP I 20,685 28,834
375558103 GILEAD SCIENCES INC    
88339J105 TRADE DESK INC THE C 12,943 20,215
57667L107 MATCH GROUP INC NEW    
217204106 COPART INC COM 11,994 15,667
79466L302 SALESFORCE COM INC 8,011 16,717
87612E106 TARGET CORP COM 13,888 17,303
461202103 INTUIT INC 4,779 11,313
009066101 AIRBNB INC CL A    
98954M101 ZILLOW GROUP INC 4,479 7,864
437076102 HOME DEPOT INC 24,911 32,675
67066G104 NVIDIA CORP 28,425 96,823
00724F101 ADOBE SYS INC 21,744 22,679
09247X101 BLACKROCK INC    
90353T100 UBER TECHNOLOGIES IN 14,651 27,747
65339F101 NEXTERA ENERGY INC 19,366 21,865
550021109 LULULEMON ATHLETICA 11,445 13,767
007903107 ADVANCED MICRO DEVIC 22,504 28,386
697435105 PALO ALTO NETWORKS I 9,684 22,199
126650100 CVS HEALTH CORPORATI    
235851102 DANAHER CORP 28,574 29,153
64110L106 NETFLIX.COM INC    
70432V102 PAYCOM SOFTWARE INC    
92338C103 VERALTO CORP COM SHS    
09290D101 BLACKROCK INC COM 14,837 20,502
127097103 COTERRA ENERGY INC 8,989 9,450
166764100 CHEVRON CORP COM 12,485 12,167
26142V105 DRAFTKINGS INC NEW 22,968 21,799
29444U700 EQUINIX INC 12,254 14,143
532457108 ELI LILLY CO 25,527 23,932
58733R102 MERCADOLIBRE INC 13,923 11,903
806857108 SCHLUMBERGER LTD COM 24,932 20,320
871607107 SYNOPSYS INC 11,616 10,193
922475108 VEEVA SYSTEMS INC-CL 18,242 18,292
92537N108 VERTIV HOLDINGS CO 23,147 30,447
G29183103 EATON CORP PLC SHS 12,241 13,275

TY 2024 InvestmentsOtherSchedule2
Name:
HELEN GOUGH FDN TRUST
EIN:
45-6014772
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
99MIN3016 VARIOUS MINERAL INTE AT COST 64 1,726,367
74440B884 PGIM TOTAL RETURN BO AT COST 562,603 520,806
464287200 ISHARES CORE S P 500 AT COST 92,392 142,461
024524217 AMERICAN BEACON STEP AT COST 152,443 213,229
464287655 ISHARES RUSSELL 2000 AT COST 162,395 217,425
996206CG1 UND 1/14TH INT IN NW AT COST 12 11,784
03463K406 ANGEL OAK MULTI STRA AT COST 184,623 171,991
996206CH9 UND 57/378 INT IN E1 AT COST 48 47,136
464288877 ISHARES MSCI EAFE VA AT COST 157,635 169,531
996209BQ4 UND 1/2 INT IN E1/2 AT COST 160 157,120
996209WE8 UND 1/2 INT IN SE1/4 AT COST 120 117,840
996215GY9 SW1/4 & N1/2 SE1/4 AT COST 208 204,256
04314H568 ARTISAN HIGH INCOME AT COST 249,312 230,985
996206CE6 UND 1/14TH INT IN W AT COST 22 21,604
808524847 SCHWAB US REIT ETF AT COST 149,361 159,656
996206CF3 UND 1/14TH INT IN E1 AT COST 17 16,694
464287499 ISHARES RUSSELL MID AT COST 188,349 274,836
464287473 ISHARES RUSSELL MIDC AT COST 156,974 220,525
46432F842 ISHARES CORE MSCI EA AT COST 356,670 390,546
861728400 STONE RIDGE HY REINS AT COST 215,484 224,032
46434G103 ISHARES CORE MSCI EM AT COST 328,395 337,393
464287226 ISHARES CORE U.S. AG AT COST 337,601 330,041
524686524 CLEARBRIDGE INTERNAT      
464287432 ISHARES 20 YEAR TREA AT COST 122,120 109,599
52470V822 WESTERN ASSET INCOME AT COST 176,848 174,425
52471E258 CLEARBRIDGE INTERNAT AT COST 131,800 160,446
922042742 VANGUARD TOTAL WORLD AT COST 176,952 169,171

TY 2024 OtherAssetsSchedule
Name:
HELEN GOUGH FDN TRUST
EIN:
45-6014772
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INCOME   0 0
000000000 MISCELLANEOUS ENTRY 5,193 5,488 5,488


TY 2024 OtherDecreasesSchedule
Name:
HELEN GOUGH FDN TRUST
EIN:
45-6014772
Description Amount
ROC ON CY SALES 15
PY RETURN OF CAPITAL ADJUSTMENT 4,563
ROUNDING 3


TY 2024 OtherExpensesSchedule
Name:
HELEN GOUGH FDN TRUST
EIN:
45-6014772
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OMG ROYALTY EXPENSES 138,047 138,047   0
Rent and Royalty Expense 409      


TY 2024 OtherIncomeSchedule2
Name:
HELEN GOUGH FDN TRUST
EIN:
45-6014772
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OMG ROYALTY INCOME 530,209 530,209  
OTHER INCOME 135 135  


TY 2024 OtherIncreasesSchedule
Name:
HELEN GOUGH FDN TRUST
EIN:
45-6014772
Description Amount
RECOVERY OF GRANTS PAID 29,000
PGIM REIT ADJUSTMENT 4,546


TY 2024 TaxesSchedule
Name:
HELEN GOUGH FDN TRUST
EIN:
45-6014772
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,722 1,722   0
FEDERAL ESTIMATES - PRINCIPAL 5,762 0   0
FOREIGN TAXES ON NONQUALIFIED 789 789   0