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
TAYLOR CHILDRE SR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532 AFT
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

46-2762727
B Telephone number (see instructions)

(888) 866-3275
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$2,311,142
J 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) 366,858
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 31,922 30,522  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 451,989
b Gross sales price for all assets on line 6a 1,954,938
7 Capital gain net income (from Part IV, line 2)... 451,989
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 850,769 482,511  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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)....... 2,580 0 0 2,580
c Other professional fees (attach schedule).... 10,778 6,467   4,311
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 466 126   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,824 6,593 0 6,891
25 Contributions, gifts, grants paid....... 100,000 100,000
26 Total expenses and disbursements. Add lines 24 and 25 113,824 6,593 0 106,891
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 736,945
b Net investment income (if negative, enter -0-) 475,918
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............. 273 62 62
2 Savings and temporary cash investments......... 17,982 16,373 16,373
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)....... 1,195,246 Click to see attachment
List of Attached Documents:
// Content
1,608,780
2,294,707
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,213,501 1,625,215 2,311,142
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) 0  
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,213,501 1,625,215
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,213,501 1,625,215
30 Total liabilities and net assets/fund balances (see instructions). 1,213,501 1,625,215
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,213,501
2
Enter amount from Part I, line 27a .....................
2
736,945
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
105
4
Add lines 1, 2, and 3 ..........................
4
1,950,551
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
325,336
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,625,215
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 23. ALPHABET INC SHS CL A   2024-04-17 2024-07-23
b 19. ALPHABET INC SHS CL A   2024-06-05 2024-07-23
c 13. ALPHABET INC SHS CL A   2024-06-06 2024-07-23
d 2. ALPHABET INC SHS CL A   2024-06-07 2024-07-23
e 32. ALPHABET INC SHS CL A   2024-11-01 2024-12-11
36. AMAZON COM INC   2024-02-07 2024-08-12
6. AMAZON COM INC   2024-05-09 2024-08-12
44. AMAZON COM INC   2023-11-09 2024-12-19
41. AMERICAN EXPRESS CO   2024-02-07 2024-03-11
16. AMERICAN EXPRESS CO   2024-02-07 2024-05-01
12. AMERICAN EXPRESS CO   2022-08-23 2024-05-01
19. AMERICAN EXPRESS CO   2022-08-23 2024-05-02
17. AMERICAN EXPRESS CO   2022-08-23 2024-05-03
43. AMERICAN EXPRESS CO   2022-08-23 2024-07-12
4. AMERICAN EXPRESS CO   2023-05-18 2024-07-12
21. AMERICAN EXPRESS CO   2023-05-12 2024-07-12
1. AMERICAN EXPRESS CO   2023-05-17 2024-07-12
5. AMERICAN EXPRESS CO   2023-05-19 2024-07-12
27. AMERICAN EXPRESS CO   2024-06-13 2024-07-12
9. AMERICAN EXPRESS CO   2023-10-13 2024-11-26
12. AMERICAN EXPRESS CO   2023-10-12 2024-11-26
20. APPLE INC   2024-01-26 2024-03-11
18. APPLE INC   2023-05-12 2024-07-12
7. APPLE INC   2021-12-06 2024-07-12
33. APPLE INC   2024-08-06 2024-08-22
22. APPLE INC   2021-12-06 2024-10-11
30. APPLE INC   2022-01-21 2024-10-11
6. APPLE INC   2024-06-06 2024-10-11
13. APPLE INC   2024-06-05 2024-10-11
37. APPLE INC   2022-03-08 2024-12-11
99. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2024-08-15 2024-11-20
144. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2024-08-13 2024-11-20
116. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2024-08-14 2024-11-20
181. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2024-08-12 2024-11-20
34. CANADIAN PAC KANS CITY   2024-06-13 2024-07-12
42. CANADIAN PAC KANS CITY   2024-04-23 2024-08-22
76. CANADIAN PAC KANS CITY   2024-04-22 2024-08-22
39. CANADIAN PAC KANS CITY   2024-04-18 2024-08-22
66. CANADIAN PAC KANS CITY   2024-04-19 2024-08-22
55. CANADIAN PAC KANS CITY   2024-02-07 2024-08-22
27. CANADIAN PAC KANS CITY   2024-04-17 2024-11-15
47. CANADIAN PAC KANS CITY   2024-04-17 2024-11-18
4. CANADIAN PAC KANS CITY   2024-06-13 2024-11-18
6. CANADIAN PAC KANS CITY   2024-06-13 2024-11-19
12. CANADIAN PAC KANS CITY   2024-06-13 2024-12-11
93. CANADIAN PAC KANS CITY   2020-12-07 2024-12-12
16.336 CANADIAN PAC KANS CITY   2020-12-07 2024-12-13
.492 CANADIAN PAC KANS CITY   2021-03-12 2024-12-13
59.1 CANADIAN PAC KANS CITY   2021-12-06 2024-12-13
46. CANADIAN PAC KANS CITY   2021-12-22 2024-12-13
1.072 CANADIAN PAC KANS CITY   2020-12-08 2024-12-13
46. CANADIAN PAC KANS CITY   2024-06-14 2024-12-16
8. CANADIAN PAC KANS CITY   2024-06-13 2024-12-16
38. CANADIAN PAC KANS CITY   2021-12-22 2024-12-16
31. CATERPILLAR INC   2024-02-07 2024-04-17
1. CATERPILLAR INC   2024-05-09 2024-12-11
3. CATERPILLAR INC   2024-05-10 2024-12-11
5. CATERPILLAR INC   2024-05-13 2024-12-11
9. CATERPILLAR INC   2023-07-18 2024-12-19
4. CATERPILLAR INC   2024-05-09 2024-12-19
4. CATERPILLAR INC   2024-02-07 2024-12-19
47. COMCAST CORP   2022-11-14 2024-04-17
11. COMCAST CORP   2021-01-07 2024-04-17
80. COMCAST CORP   2020-12-08 2024-04-17
46. COMCAST CORP   2022-12-22 2024-04-17
140. COMCAST CORP   2024-02-07 2024-04-17
523. COMCAST CORP   2022-11-14 2024-05-09
21. CONSOLIDATED EDISON INC   2023-11-17 2024-12-11
10. COSTCO WHSL CORP NEW   2024-02-07 2024-07-12
6. COSTCO WHSL CORP NEW   2024-02-07 2024-11-01
3. COSTCO WHSL CORP NEW   2022-09-09 2024-11-01
3. COSTCO WHSL CORP NEW   2021-12-06 2024-11-01
4. COSTCO WHSL CORP NEW   2022-09-22 2024-11-26
18. DR HORTON INC   2024-03-13 2024-08-12
22. DR HORTON INC   2024-03-13 2024-11-08
13. DR HORTON INC   2024-03-12 2024-11-08
50. DR HORTON INC   2024-03-11 2024-11-15
21. DR HORTON INC   2024-03-12 2024-11-15
1. EQUINIX INC   2021-12-06 2024-09-11
2. EQUINIX INC   2021-12-19 2024-09-11
10. EQUINIX INC   2023-06-13 2024-09-11
12. EQUINIX INC   2024-02-07 2024-09-11
9. EQUINIX INC   2023-06-12 2024-09-11
2. EQUINIX INC   2020-04-01 2024-10-11
8. EQUINIX INC   2020-03-25 2024-10-11
13. EQUINIX INC   2020-11-20 2024-10-11
1. EQUINIX INC   2023-06-12 2024-10-14
1. EQUINIX INC   2020-11-20 2024-10-14
4. EQUINIX INC   2024-05-09 2024-10-14
10. EQUINIX INC   2023-11-09 2024-10-14
7. EQUINIX INC   2024-05-13 2024-10-15
4. EQUINIX INC   2024-05-10 2024-10-15
3. EQUINIX INC   2024-05-09 2024-10-15
22. EXTRA SPACE STORAGE INC   2021-03-11 2024-08-05
15. EXTRA SPACE STORAGE INC   2021-03-12 2024-08-05
10. EXTRA SPACE STORAGE INC   2021-12-06 2024-08-05
5. EXTRA SPACE STORAGE INC   2022-05-04 2024-08-05
6. EXTRA SPACE STORAGE INC   2021-03-15 2024-08-05
19. EXTRA SPACE STORAGE INC   2021-03-10 2024-08-05
26. EXTRA SPACE STORAGE INC   2022-05-04 2024-08-06
29. EXTRA SPACE STORAGE INC   2022-05-04 2024-08-06
5. EXTRA SPACE STORAGE INC   2022-05-04 2024-08-06
9. EXTRA SPACE STORAGE INC   2022-05-04 2024-08-06
10. EXTRA SPACE STORAGE INC   2021-12-06 2024-08-06
19. EXTRA SPACE STORAGE INC   2022-05-05 2024-08-06
8. EXTRA SPACE STORAGE INC   2022-05-05 2024-08-07
26. EXTRA SPACE STORAGE INC   2022-05-04 2024-08-07
9. EXTRA SPACE STORAGE INC   2022-05-04 2024-08-07
25. EXTRA SPACE STORAGE INC   2024-02-07 2024-08-07
4. EXTRA SPACE STORAGE INC   2024-05-10 2024-08-08
12. EXTRA SPACE STORAGE INC   2024-02-07 2024-08-08
9. EXTRA SPACE STORAGE INC   2024-05-09 2024-08-08
5. EXTRA SPACE STORAGE INC   2024-05-13 2024-08-08
20. EXXON MOBIL CORPORATION   2024-02-07 2024-12-11
12. FACEBOOK INC   2024-02-07 2024-04-17
1. FACEBOOK INC   2023-07-17 2024-07-23
2. FACEBOOK INC   2024-02-07 2024-07-23
7. FACEBOOK INC   2024-10-11 2024-12-11
19. FIFTH THIRD BANCORP   2024-03-13 2024-06-13
118. FIFTH THIRD BANCORP   2024-03-12 2024-06-13
69. FIFTH THIRD BANCORP   2024-03-11 2024-06-13
95. FIFTH THIRD BANCORP   2024-03-11 2024-11-01
48. FIFTH THIRD BANCORP   2024-01-30 2024-11-01
17. FIFTH THIRD BANCORP   2024-01-30 2024-11-04
9. FIFTH THIRD BANCORP   2023-12-19 2024-11-04
80. FIFTH THIRD BANCORP   2024-01-29 2024-11-26
33. FIFTH THIRD BANCORP   2023-12-19 2024-12-11
232. FREEPORT-MCMORAN INC   2024-05-02 2024-08-22
224. FREEPORT-MCMORAN INC   2024-05-01 2024-08-22
118. FREEPORT-MCMORAN INC   2024-05-06 2024-08-22
84. FREEPORT-MCMORAN INC   2024-05-03 2024-08-22
100. FREEPORT-MCMORAN INC   2024-05-07 2024-08-22
57. FREEPORT-MCMORAN INC   2024-05-08 2024-08-22
136. FREEPORT-MCMORAN INC   2024-05-09 2024-08-22
61. FREEPORT-MCMORAN INC   2024-05-10 2024-08-22
37. FREEPORT-MCMORAN INC   2024-05-13 2024-08-22
355. FREEPORT-MCMORAN INC   2024-09-23 2024-11-15
199. FREEPORT-MCMORAN INC   2024-09-23 2024-11-18
19. FREEPORT-MCMORAN INC   2024-09-23 2024-12-11
266. FREEPORT-MCMORAN INC   2024-09-23 2024-12-12
27. HCA HEALTHCARE INC   2024-02-07 2024-04-17
10. HCA HEALTHCARE INC   2023-05-18 2024-11-01
21. HCA HEALTHCARE INC   2023-05-12 2024-11-01
4. HCA HEALTHCARE INC   2023-06-13 2024-11-01
10. HCA HEALTHCARE INC   2023-05-17 2024-11-01
1. HCA HEALTHCARE INC   2023-05-17 2024-11-04
18. HCA HEALTHCARE INC   2023-06-12 2024-11-04
12. HCA HEALTHCARE INC   2023-06-12 2024-11-08
18. HCA HEALTHCARE INC   2023-01-23 2024-11-08
3. HCA HEALTHCARE INC   2024-02-07 2024-12-11
32. HOME DEPOT INC/THE   2024-07-23 2024-11-08
1. HOME DEPOT INC/THE   2024-02-07 2024-12-11
2. HOME DEPOT INC/THE   2024-07-23 2024-12-11
700. INTEL CORPORATION   2001-01-02 2024-08-06
14. INTERACTIVE BROKERS GROUP INC   2024-11-25 2024-12-11
93. INTERNATIONAL BUSINESS MACHINES CORP   2023-08-10 2024-10-11
10. INTERNATIONAL BUSINESS MACHINES CORP   2023-08-11 2024-10-11
6. INTERNATIONAL BUSINESS MACHINES CORP   2023-08-11 2024-12-11
7. INTUIT INC   2023-12-01 2024-05-01
17. INTUIT INC   2024-02-07 2024-05-01
7. INTUIT INC   2022-12-12 2024-05-01
15. INTUIT INC   2022-12-12 2024-05-09
3. INTUIT INC   2019-01-08 2024-06-05
12. INTUIT INC   2022-12-12 2024-06-05
6. INTUIT INC   2022-12-22 2024-06-05
29. INTUIT INC   2023-06-12 2024-06-12
441. ISHARES RUSSELL 1000 ETF   2024-08-22 2024-09-23
105. ISHARES RUSSELL 1000 ETF   2024-11-20 2024-12-23
16. J P MORGAN CHASE & CO COM   2019-10-21 2024-01-26
54. J P MORGAN CHASE & CO COM   2021-12-06 2024-01-26
4. J P MORGAN CHASE & CO COM   2023-11-09 2024-01-26
96. J P MORGAN CHASE & CO COM   2020-12-07 2024-01-26
71. J P MORGAN CHASE & CO COM   2024-02-07 2024-03-11
37. J P MORGAN CHASE & CO COM   2023-11-09 2024-11-26
13. J P MORGAN CHASE & CO COM   2023-11-09 2024-12-11
11. ELI LILLY & CO   2020-03-13 2024-02-07
41. ELI LILLY & CO   2020-11-20 2024-02-07
12. ELI LILLY & CO   2024-01-26 2024-02-07
5. ELI LILLY & CO   2023-12-01 2024-02-07
5. ELI LILLY & CO   2023-01-31 2024-02-07
403. ELI LILLY & CO   2012-07-18 2024-02-07
8. ELI LILLY & CO   2024-03-11 2024-08-12
1. ELI LILLY & CO   2024-05-13 2024-08-12
5. ELI LILLY & CO   2023-03-10 2024-08-12
11. ELI LILLY & CO   2012-07-18 2024-08-12
7. ELI LILLY & CO   2024-05-01 2024-08-12
2. ELI LILLY & CO   2024-05-09 2024-08-12
2. ELI LILLY & CO   2024-05-10 2024-08-12
52. MAGNA INTERNATIONAL INC CLASS A   2023-08-10 2024-03-11
30. MAGNA INTERNATIONAL INC CLASS A   2023-08-10 2024-03-12
33. MAGNA INTERNATIONAL INC CLASS A   2023-08-10 2024-04-17
28. MAGNA INTERNATIONAL INC CLASS A   2024-02-07 2024-04-17
116. MAGNA INTERNATIONAL INC CLASS A   2024-02-07 2024-04-18
11. MAGNA INTERNATIONAL INC CLASS A   2023-08-11 2024-04-18
21. MAGNA INTERNATIONAL INC CLASS A   2023-08-14 2024-04-19
51. MAGNA INTERNATIONAL INC CLASS A   2023-08-11 2024-04-19
58. MAGNA INTERNATIONAL INC CLASS A   2023-08-15 2024-04-19
30. MAGNA INTERNATIONAL INC CLASS A   2023-08-15 2024-04-22
1. MAGNA INTERNATIONAL INC CLASS A   2023-11-09 2024-05-09
69. MAGNA INTERNATIONAL INC CLASS A   2023-08-16 2024-05-09
34. MAGNA INTERNATIONAL INC CLASS A   2023-08-15 2024-05-09
3. MAGNA INTERNATIONAL INC CLASS A   2023-11-14 2024-05-10
23. MAGNA INTERNATIONAL INC CLASS A   2023-11-13 2024-05-10
36. MAGNA INTERNATIONAL INC CLASS A   2023-11-10 2024-05-10
150. MAGNA INTERNATIONAL INC CLASS A   2023-11-09 2024-05-10
41. MAGNA INTERNATIONAL INC CLASS A   2023-11-16 2024-05-13
28. MAGNA INTERNATIONAL INC CLASS A   2023-11-15 2024-05-13
14. MAGNA INTERNATIONAL INC CLASS A   2023-11-15 2024-05-13
20. MAGNA INTERNATIONAL INC CLASS A   2023-11-14 2024-05-13
14. MC DONALDS CORPORATION COMMON   2024-02-07 2024-04-17
9. MC DONALDS CORPORATION COMMON   2024-02-07 2024-05-09
4. MC DONALDS CORPORATION COMMON   2022-12-22 2024-05-09
25. MC DONALDS CORPORATION COMMON   2022-07-27 2024-05-09
12. MC DONALDS CORPORATION COMMON   2021-12-06 2024-06-13
31. MC DONALDS CORPORATION COMMON   2016-06-06 2024-06-13
11. MC DONALDS CORPORATION COMMON   2020-11-20 2024-06-13
15. MC DONALDS CORPORATION COMMON   2022-07-27 2024-06-13
5. MC DONALDS CORPORATION COMMON   2023-10-12 2024-06-13
4. MC DONALDS CORPORATION COMMON   2023-10-13 2024-06-13
10. MICROSOFT CORPORATION   2024-10-11 2024-12-11
7. MICROSOFT CORPORATION   2024-11-26 2024-12-11
349. MICRON TECHNOLOGY INC   2024-07-12 2024-08-22
8. MICRON TECHNOLOGY INC   2024-10-11 2024-12-11
30. MICRON TECHNOLOGY INC   2024-10-14 2024-12-11
127. MICRON TECHNOLOGY INC   2024-11-01 2024-12-12
77. MICRON TECHNOLOGY INC   2024-10-11 2024-12-12
7. NVIDIA CORP   2023-08-31 2024-01-26
18. NVIDIA CORP   2024-02-07 2024-03-11
1. NVIDIA CORP   2024-02-07 2024-04-17
7. NVIDIA CORP   2023-01-31 2024-04-17
108. NVIDIA CORP   2024-05-09 2024-06-13
56. NVIDIA CORP   2023-08-31 2024-11-15
4. PALO ALTO NETWORKS INC   2024-08-22 2024-12-11
41. PRINCIPAL FINANCIAL GROUP INC   2024-02-07 2024-06-13
24. PRINCIPAL FINANCIAL GROUP INC   2024-02-07 2024-06-14
14. PRINCIPAL FINANCIAL GROUP INC   2024-02-07 2024-12-11
30. PRINCIPAL FINANCIAL GROUP INC   2024-02-07 2024-12-12
17. PRINCIPAL FINANCIAL GROUP INC   2023-12-04 2024-12-13
14. PRINCIPAL FINANCIAL GROUP INC   2023-12-05 2024-12-13
15. PRINCIPAL FINANCIAL GROUP INC   2023-12-05 2024-12-16
32. PRINCIPAL FINANCIAL GROUP INC   2023-12-01 2024-12-16
21. PRINCIPAL FINANCIAL GROUP INC   2023-11-17 2024-12-17
7. PRINCIPAL FINANCIAL GROUP INC   2023-11-21 2024-12-17
1. PRINCIPAL FINANCIAL GROUP INC   2023-12-01 2024-12-17
40. PRINCIPAL FINANCIAL GROUP INC   2023-11-21 2024-12-18
35. PRINCIPAL FINANCIAL GROUP INC   2023-11-21 2024-12-19
19. PRINCIPAL FINANCIAL GROUP INC   2023-11-20 2024-12-19
17. PRINCIPAL FINANCIAL GROUP INC   2022-05-04 2024-12-19
27. PROGRESSIVE CORP OHIO COM   2024-04-17 2024-07-23
8. PROGRESSIVE CORP OHIO COM   2024-06-13 2024-07-24
4. PROGRESSIVE CORP OHIO COM   2024-04-17 2024-07-24
10. PROGRESSIVE CORP OHIO COM   2024-06-13 2024-07-25
3. PROGRESSIVE CORP OHIO COM   2024-06-13 2024-07-30
1. PROGRESSIVE CORP OHIO COM   2024-03-11 2024-07-31
6. PROGRESSIVE CORP OHIO COM   2024-06-13 2024-07-31
4. PROGRESSIVE CORP OHIO COM   2024-06-13 2024-07-31
31. PROGRESSIVE CORP OHIO COM   2024-03-11 2024-11-26
7. PROGRESSIVE CORP OHIO COM   2024-03-11 2024-12-11
12. RAYTHEON TECHNOLOGIES   2024-08-15 2024-12-11
9. ROCKWELL AUTOMATION INC   2022-09-12 2024-03-11
3. ROCKWELL AUTOMATION INC   2023-05-19 2024-03-11
15. ROCKWELL AUTOMATION INC   2023-05-18 2024-03-11
7. ROCKWELL AUTOMATION INC   2023-05-17 2024-03-12
8. ROCKWELL AUTOMATION INC   2022-09-12 2024-03-12
22. ROCKWELL AUTOMATION INC   2023-05-12 2024-03-12
4. ROCKWELL AUTOMATION INC   2023-05-12 2024-05-01
28. ROCKWELL AUTOMATION INC   2024-02-07 2024-05-01
16. ROCKWELL AUTOMATION INC   2021-01-28 2024-05-09
3. ROCKWELL AUTOMATION INC   2024-02-07 2024-05-09
36. ROCKWELL AUTOMATION INC   2022-09-09 2024-05-09
20. ROCKWELL AUTOMATION INC   2022-08-23 2024-05-09
31. SALESFORCE COM INC   2024-02-07 2024-06-05
10. SALESFORCE COM INC   2024-01-26 2024-06-05
39. SALESFORCE COM INC   2020-03-25 2024-06-13
26. SALESFORCE COM INC   2021-12-06 2024-06-13
17. SALESFORCE COM INC   2024-01-26 2024-06-13
9. SALESFORCE COM INC   2023-12-01 2024-06-13
6. SALESFORCE COM INC   2021-12-06 2024-06-13
24. SALESFORCE COM INC   2023-10-12 2024-06-13
16. SALESFORCE COM INC   2023-10-13 2024-06-13
7. STRYKER CORP   2024-11-01 2024-12-11
16. TJX COMPANIES INCORPORATED NEW   2023-11-17 2024-12-11
21. TPG INC REG SHS CL A   2024-09-18 2024-11-01
16. TPG INC REG SHS CL A   2024-09-19 2024-11-01
31. TPG INC REG SHS CL A   2024-09-16 2024-11-01
27. TPG INC REG SHS CL A   2024-09-13 2024-11-04
2. TPG INC REG SHS CL A   2024-09-16 2024-11-04
40. TPG INC REG SHS CL A   2024-09-17 2024-11-04
11. TPG INC REG SHS CL A   2024-09-12 2024-11-05
9. TPG INC REG SHS CL A   2024-09-13 2024-11-05
10. TPG INC REG SHS CL A   2024-07-31 2024-12-11
30. TPG INC REG SHS CL A   2024-09-12 2024-12-11
22. TPG INC REG SHS CL A   2024-09-11 2024-12-19
10. TPG INC REG SHS CL A   2024-07-31 2024-12-19
40. TPG INC REG SHS CL A   2024-07-30 2024-12-20
2. TPG INC REG SHS CL A   2024-09-11 2024-12-20
36. TPG INC REG SHS CL A   2024-08-01 2024-12-20
11. TPG INC REG SHS CL A   2024-08-01 2024-12-23
6. TESLA MTRS INC   2024-11-26 2024-12-11
35. TESLA MTRS INC   2024-11-26 2024-12-19
10. TEXAS INSTRUMENTS INC   2021-10-24 2024-01-26
18. TEXAS INSTRUMENTS INC   2021-05-28 2024-01-26
60. TEXAS INSTRUMENTS INC   2022-08-23 2024-01-26
6. TEXAS INSTRUMENTS INC   2024-08-22 2024-12-11
16. UNITEDHEALTH GROUP INC   2023-10-03 2024-01-26
20. UNITEDHEALTH GROUP INC   2020-11-20 2024-03-11
2. UNITEDHEALTH GROUP INC   2023-10-03 2024-03-11
1. UNITEDHEALTH GROUP INC   2021-12-06 2024-03-11
10. UNITEDHEALTH GROUP INC   2017-12-08 2024-04-05
9. UNITEDHEALTH GROUP INC   2019-10-31 2024-04-05
4. UNITEDHEALTH GROUP INC   2020-11-20 2024-04-05
18. UNITEDHEALTH GROUP INC   2020-11-20 2024-04-08
3. UNITEDHEALTH GROUP INC   2020-11-20 2024-04-09
17. UNITEDHEALTH GROUP INC   2024-11-08 2024-12-19
16. UNITEDHEALTH GROUP INC   2024-11-11 2024-12-19
133. VERTIV HLDG CO   2024-06-14 2024-08-22
231. VERTIV HLDG CO   2024-06-13 2024-08-22
38. VERTIV HLDG CO   2024-09-23 2024-11-01
23. VERTIV HLDG CO   2024-09-23 2024-11-08
21. VERTIV HLDG CO   2024-09-23 2024-11-26
14. VERTIV HLDG CO   2024-09-23 2024-12-11
65. VERTIV HLDG CO   2024-09-23 2024-12-19
1. VISA INC   2022-12-22 2024-07-23
23. VISA INC   2020-11-20 2024-07-23
44. VISA INC   2024-02-07 2024-07-23
15. VISA INC   2024-05-01 2024-07-23
13. VISA INC   2022-09-09 2024-07-23
6. VISA INC   2022-09-09 2024-12-11
187. WALMART INC   2024-06-13 2024-11-08
171. WALMART INC   2021-05-28 2024-11-08
68. WALMART INC   2021-12-06 2024-11-08
27. WALMART INC   2022-12-22 2024-11-08
6. WALMART INC   2021-11-24 2024-11-08
93. WALMART INC   2024-06-05 2024-11-08
14. WASTE CONNECTIONS INC   2024-11-19 2024-12-11
26. WELLTOWER INC   2024-10-18 2024-11-26
11. WELLTOWER INC   2024-10-18 2024-12-11
62. WILLIAMS COMPANIES DEL   2022-05-17 2024-11-15
62. WILLIAMS COMPANIES DEL   2022-05-04 2024-11-15
68. WILLIAMS COMPANIES DEL   2023-01-23 2024-11-15
65. WILLIAMS COMPANIES DEL   2023-01-23 2024-11-26
31. WILLIAMS COMPANIES DEL   2021-11-24 2024-11-26
98. WILLIAMS COMPANIES DEL   2023-06-12 2024-11-26
63. WILLIAMS COMPANIES DEL   2023-03-10 2024-11-26
57. WILLIAMS COMPANIES DEL   2021-10-11 2024-11-26
152. WILLIAMS COMPANIES DEL   2021-10-11 2024-11-27
41. WILLIAMS COMPANIES DEL   2021-10-11 2024-12-11
122. WILLIAMS COMPANIES DEL   2021-10-11 2024-12-12
37. WILLIAMS COMPANIES DEL   2021-11-24 2024-12-12
25. XCEL ENERGY INC COM   2024-11-01 2024-12-11
43. ZOETIS INC   2024-02-07 2024-04-17
14. ZOETIS INC   2024-02-07 2024-05-01
45. ZOETIS INC   2023-11-09 2024-05-01
16. ZOETIS INC   2021-12-06 2024-05-01
28. ZOETIS INC   2020-11-20 2024-07-12
36. ZOETIS INC   2023-11-09 2024-07-12
5. ZOETIS INC   2023-11-09 2024-12-11
25. SEAGATE TECH HLDGS PUB   2024-05-10 2024-12-11
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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    
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(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,199   3,593 606
b 3,468   3,333 135
c 2,373   2,296 77
d 365   354 11
e 6,158   5,468 690
6,031   6,125 -94
1,005   1,140 -135
9,844   6,258 3,586
9,017   8,481 536
3,728   3,310 418
2,796   1,901 895
4,417   3,010 1,407
3,928   2,693 1,235
10,283   6,811 3,472
957   609 348
5,022   3,108 1,914
239   152 87
1,196   771 425
6,457   5,985 472
2,733   1,376 1,357
3,644   1,822 1,822
3,460   3,887 -427
4,124   3,112 1,012
1,604   1,160 444
7,522   6,827 695
5,022   3,647 1,375
6,848   4,919 1,929
1,370   1,176 194
2,968   2,544 424
9,242   5,894 3,348
6,309   8,408 -2,099
9,177   11,992 -2,815
7,392   9,664 -2,272
11,535   14,869 -3,334
2,839   2,591 248
3,350   3,667 -317
6,062   6,518 -456
3,111   3,281 -170
5,264   5,572 -308
4,387   4,649 -262
2,007   2,256 -249
3,483   3,926 -443
296   305 -9
438   457 -19
910   915 -5
6,946   6,293 653
1,221   1,105 116
37   35 2
4,418   4,219 199
3,439   3,261 178
80   73 7
3,417   3,493 -76
594   610 -16
2,822   2,694 128
11,134   10,101 1,033
390   350 40
1,169   1,066 103
1,948   1,784 164
3,276   2,362 914
1,456   1,400 56
1,456   1,303 153
1,839   1,618 221
430   553 -123
3,131   4,124 -993
1,800   1,601 199
5,479   6,175 -696
20,273   18,004 2,269
1,966   1,918 48
8,436   7,148 1,288
5,230   4,289 941
2,615   1,597 1,018
2,615   1,596 1,019
3,870   1,995 1,875
3,106   2,805 301
3,707   3,428 279
2,191   2,005 186
8,113   7,615 498
3,407   3,239 168
857   800 57
1,714   1,541 173
8,569   7,557 1,012
10,282   10,072 210
7,712   6,744 968
1,741   1,183 558
6,963   4,579 2,384
11,315   9,598 1,717
869   749 120
869   738 131
3,474   3,108 366
8,685   7,596 1,089
6,123   5,412 711
3,499   3,055 444
2,624   2,331 293
3,553   2,852 701
2,423   1,956 467
1,615   2,064 -449
808   961 -153
969   796 173
3,069   2,456 613
4,242   4,996 -754
4,732   5,572 -840
816   831 -15
1,469   1,729 -260
1,632   1,662 -30
3,100   3,652 -552
1,311   1,538 -227
4,261   4,304 -43
1,475   1,495 -20
4,097   3,565 532
648   586 62
1,943   1,711 232
1,457   1,295 162
809   737 72
2,237   2,051 186
6,015   5,582 433
490   307 183
980   930 50
4,447   4,109 338
676   699 -23
4,200   4,348 -148
2,456   2,534 -78
4,127   3,489 638
2,085   1,702 383
730   603 127
386   319 67
3,871   2,812 1,059
1,516   1,168 348
10,045   11,307 -1,262
9,699   11,145 -1,446
5,109   5,995 -886
3,637   4,186 -549
4,330   5,123 -793
2,468   2,867 -399
5,889   6,911 -1,022
2,641   3,147 -506
1,602   1,930 -328
15,261   16,132 -871
8,548   9,043 -495
808   863 -55
11,205   12,088 -883
8,421   8,326 95
3,577   2,801 776
7,512   5,830 1,682
1,431   1,116 315
3,577   2,754 823
363   275 88
6,533   4,937 1,596
4,251   3,291 960
6,377   4,788 1,589
948   925 23
12,908   11,578 1,330
427   359 68
854   724 130
13,993   21,749 -7,756
2,505   2,669 -164
21,565   13,341 8,224
2,319   1,430 889
1,378   858 520
4,310   4,006 304
10,468   10,875 -407
4,310   2,846 1,464
9,433   6,099 3,334
1,704   601 1,103
6,816   4,879 1,937
3,408   2,279 1,129
16,813   12,801 4,012
137,963   135,801 2,162
34,081   34,025 56
2,759   1,965 794
9,312   8,768 544
690   580 110
16,555   11,680 4,875
13,268   12,457 811
9,209   5,368 3,841
3,167   1,886 1,281
7,825   1,450 6,375
29,166   5,930 23,236
8,536   7,610 926
3,557   2,987 570
3,557   1,712 1,845
286,678   18,101 268,577
7,156   5,923 1,233
895   756 139
4,473   1,614 2,859
9,840   494 9,346
6,262   5,438 824
1,789   1,556 233
1,789   1,536 253
2,812   3,113 -301
1,619   1,796 -177
1,587   1,976 -389
1,346   1,653 -307
5,550   6,847 -1,297
526   635 -109
1,011   1,199 -188
2,455   2,943 -488
2,792   3,291 -499
1,461   1,702 -241
47   52 -5
3,232   3,888 -656
1,593   1,929 -336
140   165 -25
1,075   1,207 -132
1,682   1,888 -206
7,009   7,833 -824
1,928   2,265 -337
1,316   1,469 -153
658   782 -124
940   1,098 -158
3,727   3,998 -271
2,412   2,570 -158
1,072   1,067 5
6,699   6,404 295
3,029   3,049 -20
7,824   3,769 4,055
2,776   2,354 422
3,786   3,842 -56
1,262   1,243 19
1,010   992 18
4,475   4,150 325
3,133   2,971 162
38,039   46,426 -8,387
805   850 -45
3,018   3,241 -223
12,571   12,718 -147
7,622   8,185 -563
4,257   3,463 794
15,609   12,262 3,347
884   681 203
6,185   1,362 4,823
13,967   9,654 4,313
8,067   2,771 5,296
1,578   1,433 145
3,168   3,230 -62
1,836   1,891 -55
1,113   1,103 10
2,390   2,363 27
1,344   1,274 70
1,106   1,045 61
1,182   1,119 63
2,522   2,382 140
1,631   1,522 109
544   507 37
78   74 4
3,088   2,895 193
2,638   2,533 105
1,432   1,375 57
1,282   1,215 67
5,829   5,651 178
1,731   1,625 106
865   837 28
2,141   2,032 109
648   610 38
215   197 18
1,288   1,219 69
859   813 46
8,236   6,106 2,130
1,721   1,379 342
1,398   1,415 -17
2,572   2,306 266
857   843 14
4,287   4,177 110
1,983   1,924 59
2,267   2,050 217
6,234   5,941 293
1,077   1,080 -3
7,542   7,393 149
4,328   4,008 320
811   792 19
9,738   9,122 616
5,410   4,888 522
7,250   8,882 -1,632
2,339   2,812 -473
9,057   5,939 3,118
6,038   6,661 -623
3,948   4,780 -832
2,090   2,296 -206
1,393   1,531 -138
5,574   4,964 610
3,716   3,299 417
2,669   2,545 124
2,043   1,430 613
1,410   1,218 192
1,075   955 120
2,082   1,775 307
1,673   1,510 163
124   115 9
2,478   2,284 194
673   585 88
551   503 48
698   510 188
2,093   1,596 497
1,414   1,112 302
643   510 133
2,592   2,006 586
130   101 29
2,333   1,781 552
704   544 160
2,455   2,054 401
15,584   11,982 3,602
1,649   1,639 10
2,968   3,420 -452
9,893   10,387 -494
1,151   1,249 -98
7,883   8,180 -297
9,571   6,663 2,908
957   1,023 -66
479   460 19
4,556   2,218 2,338
4,100   2,264 1,836
1,822   1,333 489
8,207   5,997 2,210
1,364   1,000 364
8,420   10,464 -2,044
7,925   10,001 -2,076
10,431   12,390 -1,959
18,117   21,547 -3,430
4,141   3,649 492
2,814   2,209 605
2,787   2,017 770
1,742   1,345 397
7,452   6,242 1,210
265   205 60
6,096   4,735 1,361
11,663   12,231 -568
3,976   4,026 -50
3,446   2,658 788
1,875   1,227 648
15,900   12,419 3,481
14,539   8,101 6,438
5,782   3,142 2,640
2,296   1,286 1,010
510   282 228
7,907   6,199 1,708
2,602   2,613 -11
3,560   3,417 143
1,413   1,446 -33
3,473   2,152 1,321
3,473   2,201 1,272
3,809   2,124 1,685
3,791   2,030 1,761
1,808   887 921
5,715   2,940 2,775
3,674   1,806 1,868
3,324   1,572 1,752
8,824   4,191 4,633
2,273   1,131 1,142
6,738   3,364 3,374
2,043   1,009 1,034
1,723   1,683 40
6,558   8,437 -1,879
2,221   2,747 -526
7,140   7,736 -596
2,539   3,573 -1,034
5,017   4,663 354
6,450   6,189 261
885   860 25
2,463   2,339 124
      69
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      69
      69
      69
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      69
      69
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      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
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       606
b       135
c       77
d       11
e       690
      -94
      -135
      3,586
      536
      418
      895
      1,407
      1,235
      3,472
      348
      1,914
      87
      425
      472
      1,357
      1,822
      -427
      1,012
      444
      695
      1,375
      1,929
      194
      424
      3,348
      -2,099
      -2,815
      -2,272
      -3,334
      248
      -317
      -456
      -170
      -308
      -262
      -249
      -443
      -9
      -19
      -5
      653
      116
      2
      199
      178
      7
      -76
      -16
      128
      1,033
      40
      103
      164
      914
      56
      153
      221
      -123
      -993
      199
      -696
      2,269
      48
      1,288
      941
      1,018
      1,019
      1,875
      301
      279
      186
      498
      168
      57
      173
      1,012
      210
      968
      558
      2,384
      1,717
      120
      131
      366
      1,089
      711
      444
      293
      701
      467
      -449
      -153
      173
      613
      -754
      -840
      -15
      -260
      -30
      -552
      -227
      -43
      -20
      532
      62
      232
      162
      72
      186
      433
      183
      50
      338
      -23
      -148
      -78
      638
      383
      127
      67
      1,059
      348
      -1,262
      -1,446
      -886
      -549
      -793
      -399
      -1,022
      -506
      -328
      -871
      -495
      -55
      -883
      95
      776
      1,682
      315
      823
      88
      1,596
      960
      1,589
      23
      1,330
      68
      130
      -7,756
      -164
      8,224
      889
      520
      304
      -407
      1,464
      3,334
      1,103
      1,937
      1,129
      4,012
      2,162
      56
      794
      544
      110
      4,875
      811
      3,841
      1,281
      6,375
      23,236
      926
      570
      1,845
      268,577
      1,233
      139
      2,859
      9,346
      824
      233
      253
      -301
      -177
      -389
      -307
      -1,297
      -109
      -188
      -488
      -499
      -241
      -5
      -656
      -336
      -25
      -132
      -206
      -824
      -337
      -153
      -124
      -158
      -271
      -158
      5
      295
      -20
      4,055
      422
      -56
      19
      18
      325
      162
      -8,387
      -45
      -223
      -147
      -563
      794
      3,347
      203
      4,823
      4,313
      5,296
      145
      -62
      -55
      10
      27
      70
      61
      63
      140
      109
      37
      4
      193
      105
      57
      67
      178
      106
      28
      109
      38
      18
      69
      46
      2,130
      342
      -17
      266
      14
      110
      59
      217
      293
      -3
      149
      320
      19
      616
      522
      -1,632
      -473
      3,118
      -623
      -832
      -206
      -138
      610
      417
      124
      613
      192
      120
      307
      163
      9
      194
      88
      48
      188
      497
      302
      133
      586
      29
      552
      160
      401
      3,602
      10
      -452
      -494
      -98
      -297
      2,908
      -66
      19
      2,338
      1,836
      489
      2,210
      364
      -2,044
      -2,076
      -1,959
      -3,430
      492
      605
      770
      397
      1,210
      60
      1,361
      -568
      -50
      788
      648
      3,481
      6,438
      2,640
      1,010
      228
      1,708
      -11
      143
      -33
      1,321
      1,272
      1,685
      1,761
      921
      2,775
      1,868
      1,752
      4,633
      1,142
      3,374
      1,034
      40
      -1,879
      -526
      -596
      -1,034
      354
      261
      25
      124
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 451,989
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 6,615
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 6,615
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 6,615
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 340
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.............. 7 340
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 6,275
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 arrowGA
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 arrowBANK OF AMERICA NA Telephone no.right arrow (888) 866-3275

Located atright arrowPO BOX 1532 AFTPENNINGTONNJ ZIP+4right arrow08534
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
TAYLOR CHILDRE SR PRESIDENT
1
0    
108 ANNETTE WAY
MILLEDGEVILLE,GA31061
AMY L CHILDRE TREASURER
1
0    
106A ANNETTE WAY
MILLEDGEVILLE,GA31061
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
2,185,626
b
Average of monthly cash balances.......................
1b
29,757
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,215,383
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
2,215,383
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
33,231
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,182,152
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
109,108
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
109,108
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
6,615
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,615
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
102,493
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
102,493
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
102,493
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
106,891
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
106,891
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 7 102,493
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,925
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$ 106,891
a Applied to 2023, but not more than line 2a 1,925
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..... 102,493
e Remaining amount distributed out of corpus 2,473
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 2,473
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
2,473
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.... 2,473
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

NORTHRIDGE CHRISTIAN CHURCH INC

321 LOG CABIN RD NE
MILLEDGEVILLE,GA310617809
N/A PC UNRESTRICTED GENERAL 60,000

BRIGHTER DAYS MINISTRIES

619 CITY BLVD
WAYCROSS,GA31501
N/A PC UNRESTRICTED GENERAL 15,000

FIRST METHODIST CHURCH OF MILLEDGEVILLE

366 LOG CABIN RD NE
MILLEDGEVILLE,GA31061
N/A PC UNRESTRICTED GENERAL 25,000
Total .................................right arrow 3a 100,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 31,922  
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 ............
    18 451,989  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   483,911  
13Total. Add line 12, columns (b), (d), and (e)..................
13
483,911
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
TAYLOR CHILDRE SR FOUNDATION
 
Employer identification number

46-2762727
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

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

527 political organization


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

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

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
TAYLOR CHILDRE SR FOUNDATION
 
Employer identification number
46-2762727
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
MORRIS T CHILDRE SR
108 ANNETTE WAY NE
 
MILLEDGEVILLE, GA310619032

$ 352,515


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
MORRIS T CHILDRE SR
108 ANNETTE WAY NE
 
MILLEDGEVILLE, GA310619032

$ 14,343


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
TAYLOR CHILDRE SR FOUNDATION
 
Employer identification number

46-2762727
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
500 SHARES OF ELI LILLY & CO. $ 352,515 2024-02-06
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
700 SHARES OF INTEL CORP $ 14,343 2024-08-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
TAYLOR CHILDRE SR FOUNDATION
 
Employer identification number

46-2762727
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
TAYLOR CHILDRE SR FOUNDATION
EIN:
46-2762727
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 2,580     2,580

TY 2024 InvestmentsCorpStockSchedule
Name:
TAYLOR CHILDRE SR FOUNDATION
EIN:
46-2762727
Name of Stock End of Year Book Value End of Year Fair Market Value
BEGINNING BALANCE    
02079K305 ALPHABET INC SHS 58,210 92,189
023135106 AMAZON COM INC 43,941 91,266
025816109 AMERICAN EXPRESS CO 28,160 46,893
037833100 APPLE INC 104,305 187,314
046353108 ASTRAZENECA PLC SPON 46,204 46,126
11135F101 BROADCOM INC 22,932 23,648
149123101 CATERPILLAR INC 40,771 56,953
209115104 CONSOLIDATED EDISON 69,550 68,975
22160K105 COSTCO WHSL CORP NEW 22,649 58,641
23331A109 DR HORTON INC 22,472 20,693
30231G102 EXXON MOBIL CORP 38,008 57,873
30303M102 FACEBOOK INC 36,724 56,209
316773100 FIFTH THIRD BANCORP 42,771 52,300
35671D857 FREEPORT-MCMORAN INC 12,588 10,548
375558103 GILEAD SCIENCES INC 46,481 46,647
40412C101 HCA HEALTHCARE INC 20,540 23,112
437076102 HOME DEPOT INC/THE 13,340 22,561
45841N107 INTERACTIVE BROKERS 48,845 45,758
459200101 INTERNATIONAL BUSINE 30,975 43,966
46625H100 J P MORGAN CHASE & C 34,171 67,838
532457108 ELI LILLY & CO 25,313 88,008
594918104 MICROSOFT CORP COM 106,486 166,071
595112103 MICRON TECHNOLOGY 32,815 29,456
67066G104 NVIDIA CORP 55,695 149,196
697435105 PALO ALTO NETWORKS I 23,381 32,753
74251V102 PRINCIPAL FINANCIAL 21,114 23,068
743315103 PROGRESSIVE CORP/THE 32,177 53,673
75513E101 RAYTHEON TECHNOLOGIE 46,823 46,288
863667101 STRYKER CORP 47,768 57,248
872540109 TJX COS INC/THE 41,261 56,781
872657101 TPG INC REG SHS 17,695 22,748
88160R101 TESLA MTRS INC 33,025 41,999
882508104 TEXAS INSTRUMENTS IN 19,288 21,189
91324P102 UNITEDHEALTH GROUP I 42,010 34,904
92537N108 VERTIV HLDG CO 19,304 22,836
92826C839 VISA INC 29,454 51,515
931142103 WAL MART STORES INC 20,276 39,664
94106B101 WASTE CONNECTIONS IN 49,696 54,391
95040Q104 WELLTOWER INC 45,552 44,363
969457100 WILLIAMS COS INC/THE 19,225 34,962
98389B100 XCEL ENERGY INC 44,303 45,981
98978V103 ZOETIS INC 14,728 20,040
G7997R103 SEAGATE TECH HLDGS P 37,754 38,063

TY 2024 OtherDecreasesSchedule
Name:
TAYLOR CHILDRE SR FOUNDATION
EIN:
46-2762727
Description Amount
TAX COST TO MV ADJ 322,652
COST BASIS ADJ 2,684


TY 2024 OtherIncreasesSchedule
Name:
TAYLOR CHILDRE SR FOUNDATION
EIN:
46-2762727
Description Amount
TYE INCOME ADJUST 105


TY 2024 OtherProfessionalFeesSchedule
Name:
TAYLOR CHILDRE SR FOUNDATION
EIN:
46-2762727
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 10,778 6,467   4,311


TY 2024 TaxesSchedule
Name:
TAYLOR CHILDRE SR FOUNDATION
EIN:
46-2762727
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 126 126   0
EXCISE TAX ESTIMATES 340 0   0