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
WILLIAM RANDOLPH WHIMPLE 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

43-6069388
B Telephone number (see instructions)

(314) 418-2643
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,221,536
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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 32,599 32,470  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 28,651
b Gross sales price for all assets on line 6a 316,943
7 Capital gain net income (from Part IV, line 2)... 28,651
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)....... 30 30  
12 Total. Add lines 1 through 11........ 61,280 61,151  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 19,160 17,244   1,916
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)....... 1,500 0 0 1,500
c Other professional fees (attach schedule).... 1,369 1,232   137
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 1,369 782   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)....... 208 208    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,606 19,466 0 3,553
25 Contributions, gifts, grants paid....... 51,271 51,271
26 Total expenses and disbursements. Add lines 24 and 25 74,877 19,466 0 54,824
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -13,597
b Net investment income (if negative, enter -0-) 41,685
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.............   7 7
2 Savings and temporary cash investments......... 65,022 36,068 36,068
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)....... 588,111 Click to see attachment
List of Attached Documents:
// Content
642,670
806,014
c Investments—corporate bonds (attach schedule)....... 429,180 Click to see attachment
List of Attached Documents:
// Content
389,883
379,310
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) Click to see attachment
List of Attached Documents:
// Content
61
Click to see attachment
List of Attached Documents:
// Content
137
Click to see attachment
List of Attached Documents:
// Content
137
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,082,374 1,068,765 1,221,536
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,082,374 1,068,765
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)..... 1,082,374 1,068,765
30 Total liabilities and net assets/fund balances (see instructions). 1,082,374 1,068,765
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
1,082,374
2
Enter amount from Part I, line 27a .....................
2
-13,597
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,068,777
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
12
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,068,765
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 4. PALO ALTO NETWORKS INC   2022-08-03 2024-01-10
b 52. P T TELEKOMUNIKASI INDONESIA A D R   2023-11-08 2024-01-10
c 30. RELX PLC SPON A D R   2023-12-21 2024-01-10
d 11. RELX PLC SPON A D R   2022-10-07 2024-01-10
e 102. SHELL PLC SPON A D R     2024-01-10
2. COSTCO WHOLESALE CORP COM   2020-06-24 2024-01-22
2. LULULEMON ATHLETICA INC   2022-08-10 2024-01-22
3. MASTERCARD INC     2024-01-22
3. NETFLIX.COM INC COM   2022-12-07 2024-01-22
2. NVIDIA CORP   2022-02-28 2024-01-22
10. PAYCOM SOFTWARE INC   2023-06-02 2024-01-22
3. A N S Y S INC     2024-02-26
33. BP PLC SPONSORED ADR   2023-06-02 2024-02-26
44. B H P BILLITON LIMITED A D R   2024-01-10 2024-02-26
37. CANON INC ADR REPSTG 5 SHS   2022-03-01 2024-02-26
17. CATALENT INC   2023-02-27 2024-02-26
30. CATALENT INC   2022-07-26 2024-02-26
35. DR REDDYS LABORATORIES LTD A D R   2023-08-23 2024-02-26
51. ENI S P A ADR   2023-10-31 2024-02-26
42. HONDA MOTOR CO LTD A D R   2023-08-09 2024-02-26
47. MIZUHO FNL GRP A D R   2023-02-27 2024-02-26
149. MIZUHO FNL GRP A D R   2021-01-15 2024-02-26
11. NESTLE S A SPONSORED ADR REPSTG REG SH   2022-03-01 2024-02-26
10. NETEASE INC A D R   2023-12-21 2024-02-26
32. NIPPON TELEG & TEL CORP   2021-01-15 2024-02-26
170. PING AN INSURANCE ADR   2022-12-20 2024-02-26
18. SHELL PLC SPON A D R   2023-08-09 2024-02-26
4. SALESFORCE COM INC   2020-06-24 2024-02-26
21. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2023-12-21 2024-02-26
7. WOODWARD GOVERNOR CO     2024-02-26
20. CRH PLC   2023-02-27 2024-02-26
15. CRH PLC   2023-02-16 2024-02-26
15. B A E SYSTEMS P L C A D R   2022-07-26 2024-03-20
28. BP PLC SPONSORED ADR   2023-06-02 2024-03-20
11. CBRE GROUP INC     2024-03-20
9. DEUTSCHE POST AG A D R   2022-03-01 2024-03-20
8. DR REDDYS LABORATORIES LTD A D R   2023-08-23 2024-03-20
13. EDWARDS LIFESCIENCES CORP COM   2022-07-26 2024-03-20
2. FACEBOOK INC A   2020-06-23 2024-03-20
15. NETEASE INC A D R   2023-12-21 2024-03-20
30. SAP AKTIENGESELLSCHAFT SPONSORED ADR     2024-03-20
4. SPOTIFY TECHNOLOGY S A   2024-01-22 2024-03-20
7. MONDAY COM LTD   2023-08-23 2024-03-20
28. MATCH GROUP INC NEW     2024-03-21
5. CHUBB LIMITED COM   2020-06-23 2024-03-21
1. ENDO INTERNATIONAL PLC   1911-11-11 2024-04-01
14. ALPHABET INC CL A     2024-04-22
5. CATERPILLAR INC.   2022-03-01 2024-04-22
15. DSV PANALPINA A S A D R   2022-03-01 2024-04-22
16. EDWARDS LIFESCIENCES CORP COM     2024-04-22
9. JP MORGAN CHASE & CO COM   2020-06-23 2024-04-22
19. MARATHON PETROLEUM CORP   2020-06-23 2024-04-22
66. NOVARTIS AG SPONSORED ADR     2024-04-22
9. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2023-08-09 2024-04-22
13. TEXAS INSTRUMENTS INC   2021-01-19 2024-04-22
262. WIPRO LIMITED A D R   2023-08-23 2024-04-22
4. SPOTIFY TECHNOLOGY S A   2024-01-22 2024-04-22
4. MONDAY COM LTD   2023-08-23 2024-04-22
1. ALLERGAN INC   1911-11-11 2024-04-29
25000. COSTCO WHOLESALE 2.750% 5/18/24   2017-06-05 2024-05-18
.8 DBS GROUP HLDGS LTD   2024-04-22 2024-06-07
14. AIRBNB INC CL A   2022-03-01 2024-07-08
21. ALBEMARLE CORP   2020-06-24 2024-07-08
41. CVS CORP COM   2023-03-30 2024-07-08
3. CATERPILLAR INC.   2022-03-01 2024-07-08
17. GILEAD SCIENCES INC COM     2024-07-08
41. HONDA MOTOR CO LTD A D R   2023-08-09 2024-07-08
110. INFOSYS LTD SP A D R   2024-02-26 2024-07-08
10. NESTLE S A SPONSORED ADR REPSTG REG SH     2024-07-08
3. NETFLIX.COM INC COM   2022-12-07 2024-07-08
30. NETEASE INC A D R     2024-07-08
13. NOVARTIS AG SPONSORED ADR   2023-06-12 2024-07-08
40. NOVO-NORDISK A S ADR   2023-05-04 2024-07-08
25000. ORACLE CORP 3.400% 7/08/24   2016-12-01 2024-07-08
66. RELX PLC SPON A D R     2024-07-08
8. SANDOZ GROUP AG SPONSORED G D R     2024-07-08
7. SANDOZ GROUP AG SPONSORED G D R     2024-07-08
9. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2023-06-02 2024-07-08
24. SCHWAB CHARLES CORP COM NEW   2024-04-22 2024-07-08
5. SCHWAB CHARLES CORP COM NEW   2020-06-23 2024-07-08
114. TENARIS SA ADR   2024-03-20 2024-07-08
29. WAL MART STORES INC COM     2024-07-08
82. WIPRO LIMITED A D R   2023-08-23 2024-07-08
224. WIPRO LIMITED A D R   2023-06-02 2024-07-08
15. CRH PLC   2023-02-27 2024-07-08
14. ALIBABA GROUP HLDG LTD A D R   2024-07-08 2024-08-15
5. APPLIED MATERIALS INC COM W/RIGHTS ATTACHED EXP 7/6/2009   2021-01-15 2024-08-15
5. GENERAL DYNAMICS CORP   2021-03-11 2024-08-15
27. GSK PLC SPONSORED A D R   2024-02-26 2024-08-15
58. HONDA MOTOR CO LTD A D R   2023-08-09 2024-08-15
7. HOULIHAN LOKEY INC     2024-08-15
44. KONINKLIJKE PHILIPS ELECTRS SPONSORED ADR NEW 2000   2024-07-08 2024-08-15
44. RELX PLC SPON A D R   2024-04-22 2024-08-15
7. REPUBLIC SVCS INC COM   2021-01-15 2024-08-15
74. SHELL PLC SPON A D R   2024-07-08 2024-08-15
93. SPIRIT AEROSYSTEMS HLDGS INC   2022-12-20 2024-08-15
2. SYNOPSYS INC   2021-01-15 2024-08-15
1. WELLS FARGO   1911-11-11 2024-08-22
1. CREDIT SUISSE GROUP AG   2024-01-01 2024-09-04
13. ALIBABA GROUP HLDG LTD A D R   2024-07-08 2024-09-10
7.99987 AMERICAN TOWER CORP     2024-09-10
5.00013 AMERICAN TOWER CORP   2020-06-25 2024-09-10
61. B A E SYSTEMS P L C A D R   2022-07-26 2024-09-10
8. HERMES INTL A D R   2023-05-12 2024-09-10
42. HONDA MOTOR CO LTD A D R   2023-08-09 2024-09-10
87. I N G GROEP NV SPONSORED ADR   2024-07-08 2024-09-10
44. LUMENTUM HOLDINGS INC W I   2022-07-26 2024-09-10
47. MOBILEYE GLOBAL INC COMMON CLASS A   2024-01-22 2024-09-10
5. PROGRESSIVE CORP OHIO COM   2021-01-15 2024-09-10
85. SHELL PLC SPON A D R     2024-09-10
5. SALESFORCE COM INC   2020-06-24 2024-09-10
44. STERICYCLE INC COMMON STOCK     2024-09-10
12. TRADE DESK INC THE CLASS A   2020-06-24 2024-09-10
3. UNITEDHEALTH GRP INC COM   2022-07-26 2024-09-10
1. SPLUNK INC   1911-11-11 2024-09-13
40000. U S TREASURY NT 4.250% 9/30/24   2022-10-12 2024-09-30
144. ASE TECHNOLOGY HOLDING CO LTD A D R   2024-07-08 2024-10-09
48. EQUINOR ASA SPON ADR   2024-08-15 2024-10-09
152. I N G GROEP NV SPONSORED ADR   2024-07-08 2024-10-09
11. STIFEL FINL CORP   2021-01-19 2024-10-09
86. SUMITOMO MITSUI FINL GROUP A D R   2024-08-15 2024-10-09
12. T J X COS INC NEW     2024-10-09
252. TENCENT MUSIC ENTERTAINM A D R   2024-07-08 2024-10-09
32. TOTAL FINA SA SPONSORED ADR   2023-11-08 2024-10-09
4. DANAHER CORP COM   2022-12-07 2024-10-10
2. NETFLIX.COM INC COM   2022-12-07 2024-10-10
4. S P GLOBAL INC COM   2020-06-24 2024-10-10
168. BANCO BILBAO VIZCAYA ARGEN A D R     2024-10-21
80. JD COM INC A D R   2024-08-15 2024-10-21
20. NOVO-NORDISK A S ADR   2023-05-04 2024-10-21
164. VODAFONE GROUP PLC A D R   2024-07-08 2024-10-21
21. ASE TECHNOLOGY HOLDING CO LTD A D R   2024-07-08 2024-11-08
80. ASE TECHNOLOGY HOLDING CO LTD A D R   2023-06-12 2024-11-08
85. BANCO BILBAO VIZCAYA ARGEN A D R   2024-08-15 2024-11-08
1. BLACKROCK INC COM   2022-08-10 2024-11-08
71. GSK PLC SPONSORED A D R     2024-11-08
6. NICE SYSTEMS LTD-SPONSORED ADR   2023-08-09 2024-11-08
49. NOVO-NORDISK A S ADR     2024-11-08
8. NVIDIA CORP   2022-02-28 2024-11-08
1. SERVICENOW INC   2020-06-24 2024-11-08
65. VODAFONE GROUP PLC A D R   2024-07-08 2024-11-08
1. WELLS FARGO   1911-11-11 2024-11-22
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(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,264   697 567
b 1,333   1,180 153
c 1,206   1,168 38
d 442   274 168
e 6,420   6,595 -175
1,394   598 796
959   639 320
1,312   973 339
1,448   922 526
1,196   468 728
1,967   2,872 -905
1,014   1,098 -84
1,165   1,173 -8
2,500   2,812 -312
1,054   873 181
993   1,159 -166
1,752   3,213 -1,461
2,697   2,556 141
1,571   1,660 -89
1,497   1,346 151
172   149 23
545   417 128
1,177   1,445 -268
1,075   1,036 39
966   844 122
1,594   2,170 -576
1,138   1,123 15
1,207   747 460
3,943   3,175 768
965   871 94
1,583   944 639
1,187   709 478
1,036   568 468
1,053   996 57
1,030   690 340
380   442 -62
579   584 -5
1,199   1,325 -126
998   489 509
1,596   1,554 42
5,662   4,442 1,220
1,031   826 205
1,584   1,231 353
1,003   1,767 -764
1,284   648 636
25     25
2,182   1,543 639
1,785   927 858
1,154   1,362 -208
1,374   1,316 58
1,687   883 804
3,754   742 3,012
6,312   6,453 -141
1,595   1,220 375
2,106   2,261 -155
1,427   1,337 90
1,081   826 255
708   704 4
20     20
25,000   25,262 -262
84   80 4
2,124   2,118 6
2,085   1,566 519
2,329   3,056 -727
984   556 428
1,148   1,081 67
1,304   1,314 -10
2,141   2,203 -62
1,033   1,277 -244
2,056   922 1,134
2,747   3,081 -334
1,404   1,229 175
5,728   3,240 2,488
25,000   25,425 -425
3,042   2,835 207
301   219 82
264   180 84
1,825   1,201 624
1,756   1,784 -28
366   182 184
3,485   4,438 -953
2,012   1,067 945
524   418 106
1,430   1,108 322
1,115   708 407
1,108   1,029 79
1,047   516 531
1,469   863 606
1,121   1,143 -22
1,834   1,859 -25
1,056   445 611
1,265   1,157 108
2,012   1,834 178
1,416   653 763
5,420   5,385 35
3,214   2,648 566
1,089   516 573
22     22
851     851
1,092   955 137
1,919   1,988 -69
1,200   1,266 -66
4,141   2,308 1,833
1,676   1,712 -36
1,296   1,346 -50
1,531   1,561 -30
2,271   3,757 -1,486
524   1,400 -876
1,260   474 786
5,642   6,171 -529
1,229   934 295
2,711   2,175 536
1,187   480 707
1,795   1,608 187
18     18
40,000   39,959 41
1,399   1,703 -304
1,192   1,343 -151
2,597   2,727 -130
1,062   581 481
1,075   1,171 -96
1,367   817 550
3,082   3,655 -573
2,172   2,102 70
1,063   950 113
1,464   615 849
2,060   1,293 767
1,644   1,931 -287
3,167   2,164 1,003
2,343   1,620 723
1,574   1,488 86
207   248 -41
788   712 76
826   862 -36
1,045   718 327
2,567   2,901 -334
1,151   1,312 -161
5,263   3,738 1,525
1,177   187 990
1,012   396 616
603   590 13
147     147
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
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       567
b       153
c       38
d       168
e       -175
      796
      320
      339
      526
      728
      -905
      -84
      -8
      -312
      181
      -166
      -1,461
      141
      -89
      151
      23
      128
      -268
      39
      122
      -576
      15
      460
      768
      94
      639
      478
      468
      57
      340
      -62
      -5
      -126
      509
      42
      1,220
      205
      353
      -764
      636
      25
      639
      858
      -208
      58
      804
      3,012
      -141
      375
      -155
      90
      255
      4
      20
      -262
      4
      6
      519
      -727
      428
      67
      -10
      -62
      -244
      1,134
      -334
      175
      2,488
      -425
      207
      82
      84
      624
      -28
      184
      -953
      945
      106
      322
      407
      79
      531
      606
      -22
      -25
      611
      108
      178
      763
      35
      566
      573
      22
      851
      137
      -69
      -66
      1,833
      -36
      -50
      -30
      -1,486
      -876
      786
      -529
      295
      536
      707
      187
      18
      41
      -304
      -151
      -130
      481
      -96
      550
      -573
      70
      113
      849
      767
      -287
      1,003
      723
      86
      -41
      76
      -36
      327
      -334
      -161
      1,525
      990
      616
      13
      147
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 28,651
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) 1 579
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........................... 3 579
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- ..... 5 579
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 436
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.............. 7 436
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 9 143
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 arrowMO
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowUS BANK NA Telephone no.right arrow (816) 364-7249

Located atright arrowPO BOX 387ST LOUISMO ZIP+4right arrow63166
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
US BANK N A TRUSTEE
1
19,160    
PO BOX 0634
MILWAUKEE,WI532010624
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,150,885
b
Average of monthly cash balances.......................
1b
66,649
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,217,534
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,217,534
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
18,263
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,199,271
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
59,964
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
59,964
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
579
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
579
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
59,385
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
59,385
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
59,385
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
54,824
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
54,824
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 59,385
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
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...... 1,677
f Total of lines 3a through e ........ 1,677
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 54,824
a Applied to 2023, but not more than line 2a 0
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..... 54,824
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 1,677 1,677
(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 ..........
2,884
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

NOYES HOME FOR CHILDREN

ATTN EXECUTIVE DIRECTOR
SAINT JOSEPH,MO64506
NONE PC GENERAL OPERATING 51,271
Total .................................right arrow 3a 51,271
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 32,599  
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 28,651  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME
    1 30  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   61,280  
13Total. Add line 12, columns (b), (d), and (e)..................
13
61,280
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
WILLIAM RANDOLPH WHIMPLE TRUST
EIN:
43-6069388
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2024 InvestmentsCorpBondsSchedule
Name:
WILLIAM RANDOLPH WHIMPLE TRUST
EIN:
43-6069388
Name of Bond End of Year Book Value End of Year Fair Market Value
68389XAU9 ORACLE CORP    
22160KAL9 COSTCO WHOLESALE    
06406HCQ0 BANK OF NEW YORK MTN 25,147 24,878
548661DP9 LOWES COS INC 24,995 24,168
02665WDW8 AMERICAN HONDA MTN 25,572 22,865
46625HRV4 JP MORGAN CHASE CO 55,180 48,715
91282CFN6 U S TREASURY NT    
501044DC2 KROGER CO 28,268 29,607
06051GFX2 BANK OF AMERICA CORP 49,919 49,254
89236TGT6 TOYOTA MOTOR MTN 25,280 24,915
42824CAW9 HP ENTERPRISE CO 29,926 29,998
91282CGP0 U S TREASURY NT 74,247 74,318
63743HFS6 NATIONAL RURAL MTN 51,349 50,592

TY 2024 InvestmentsCorpStockSchedule
Name:
WILLIAM RANDOLPH WHIMPLE TRUST
EIN:
43-6069388
Name of Stock End of Year Book Value End of Year Fair Market Value
594918104 MICROSOFT CORP 13,441 27,398
02079K305 ALPHABET INC CL A 8,199 17,226
037833100 APPLE INC 12,008 29,800
46625H100 J P MORGAN CHASE CO 4,416 10,787
H1467J104 CHUBB LTD    
57636Q104 MASTERCARD INC 2,667 4,739
375558103 GILEAD SCIENCES INC 1,461 2,125
060505104 BANK OF AMERICA CORP 5,371 8,966
56585A102 MARATHON PETROLEUM C 2,366 2,930
30303M102 FACEBOOK INC A 5,204 9,368
860630102 STIFEL FINL CORP 1,838 5,092
931142103 WAL MART STORES INC 1,582 4,156
023135106 AMAZON.COM INC 6,107 12,725
78409V104 S P GLOBAL INC COM 2,133 2,490
893641100 TRANSDIGM GROUP INC 918 2,535
81762P102 SERVICENOW INC 2,852 5,301
12504L109 CBRE GROUP INC 2,690 7,090
858912108 STERICYCLE INC COMMO    
28176E108 EDWARDS LIFESCIENCES 1,392 1,407
91324P102 UNITEDHEALTH GROUP I 8,524 10,623
G6095L109 APTIV PLC    
15135B101 CENTENE CORP COM 6,040 5,149
361448103 G A T X CORP 1,843 3,874
127097103 COTERRA ENERGY INC 1,629 3,448
042735100 ARROW ELECTRONICS IN 2,255 3,507
012653101 ALBEMARLE CORP 3,695 4,218
461202103 INTUIT INC 1,100 2,514
88339J105 TRADE DESK INC THE C 2,451 4,349
22160K105 COSTCO WHOLESALE COR 897 2,749
441593100 HOULIHAN LOKEY INC 1,446 5,731
808513105 SCHWAB CHARLES CORP 981 1,998
03027X100 AMERICAN TOWER CORP 7,875 6,786
G8060N102 SENSATA TECHNOLOGIES 4,472 2,548
00912X302 AIR LEASE CORP 4,037 4,725
57667L107 MATCH GROUP INC NEW    
G5960L103 MEDTRONIC PLC 5,011 4,553
87612E106 TARGET CORP COM 9,014 9,192
217204106 COPART INC COM 910 2,525
79466L302 SALESFORCE COM INC 1,681 3,009
771195104 ROCHE HOLDINGS LTD S 15,849 12,417
00971T101 AKAMAI TECHNOLOGIES 4,618 4,304
743315103 PROGRESSIVE CORP 2,275 5,751
759351604 REINSURANCE GROUP AM 3,203 5,982
78410G104 SBA COMMUNICATIONS C 2,678 2,038
49338L103 KEYSIGHT TECHNOLOGIE 4,235 4,658
369550108 GENERAL DYNAMICS COR 1,685 2,898
833034101 SNAP ON INC 2,520 5,092
20030N101 COMCAST CORP CLASS A 6,199 4,879
980745103 WOODWARD INC 2,962 3,994
24906P109 DENTSPLY SIRONA INC 4,254 1,386
92932M101 WNS HOLDINGS LTD ADR    
50540R409 LABORATORY CRP OF AM    
872540109 TJX COMPANIES INC 1,562 2,779
23331A109 D R HORTON INC 2,384 4,754
871607107 SYNOPSYS INC 2,320 4,368
237194105 DARDEN RESTAURANTS I 4,935 7,281
717081103 PFIZER INC 2,210 1,592
031162100 AMGEN INC 2,803 3,128
00846U101 AGILENT TECHNOLOGIES 4,160 4,433
138006309 CANON INC SPONS A D 9,471 13,542
45866F104 INTERCONTINENTAL EXC 4,246 5,513
500467501 KONINKLIJKE AHOLD DE 5,237 5,768
002824100 ABBOTT LABORATORIES 4,030 4,072
493267108 KEYCORP 3,185 2,862
882508104 TEXAS INSTRUMENTS IN 3,244 3,563
101121101 BOSTON PPTYS INC 3,876 3,049
04623U102 ASTELLAS PHARMA INC 1,472 889
37940X102 GLOBAL PAYMENTS INC 4,765 2,802
810186106 THE SCOTTS MIRACLE G 6,719 2,587
83088M102 SKYWORKS SOLUTIONS I 5,182 3,015
92343V104 VERIZON COMMUNICATIO 2,598 2,159
231021106 CUMMINS INC COM 3,306 4,880
038222105 APPLIED MATERIALS IN 1,754 2,765
03662Q105 A N S Y S INC 4,736 4,385
654624105 NIPPON TELEGRAPH TEL 5,100 4,844
760759100 REPUBLIC SVCS INC 2,984 6,438
03073E105 CENCORA INC 2,035 4,269
277432100 EASTMAN CHEM CO 3,587 3,196
438516106 HONEYWELL INTL INC 3,440 4,066
437076102 HOME DEPOT INC 9,154 11,281
92826C839 VISA INC 2,366 3,792
226718104 CRITEO SA SPON A D R 1,928 3,916
G1151C101 ACCENTURE PLC IRELAN 4,355 5,277
17275R102 CISCO SYSTEMS INC 2,398 3,138
090572207 BIO RAD LABS INC CL 4,708 2,957
574599106 MASCO CORP 4,257 5,515
03064D108 AMERICOLD REALTY TRU 4,041 2,547
695156109 PACKAGING CORP AMERI 2,700 4,277
754730109 RAYMOND JAMES FINL I 2,532 5,747
92939U106 WEC ENERGY GROUP INC 2,818 3,009
871829107 SYSCO CORP 2,867 2,905
81211K100 SEALED AIR CORP 2,960 2,233
09247X101 BLACKROCK INC    
G7496G103 RENAISSANCE RE HOLDI 2,892 4,479
126408103 CSX CORP 3,184 3,324
260003108 DOVER CORP 2,621 3,940
12572Q105 CME GROUP INC 2,849 3,483
M22465104 CHECK POINT SOFTWARE 10,192 15,123
66987V109 NOVARTIS AG A D R 10,981 10,023
60687Y109 MIZUHO FNL GRP A D R    
609207105 MONDELEZ INTL INC CL 3,188 3,046
64110L106 NETFLIX.COM INC    
372303206 GENMAB A S SP A D R 5,005 3,151
848574109 SPIRIT AEROSYSTEMS H    
25157Y202 DEUTSCHE POST AG A D    
032654105 ANALOG DEVICES INC 2,926 3,612
007903107 ADVANCED MICRO DEVIC 2,320 3,624
00287Y109 ABBVIE INC 3,341 3,909
235851102 DANAHER CORP 2,698 2,755
641069406 NESTLE SA SPONSORED    
855244109 STARBUCKS CORP COM 2,971 3,103
088606108 B H P BILLITON LIMIT 612 537
502431109 L3HARRIS TECHNOLOGIE 4,302 4,206
907818108 UNION PACIFIC CORP 1,277 1,368
05523R107 B A E SYSTEMS P L C    
780259305 SHELL PLC SPON A D R    
00724F101 ADOBE SYS INC 3,339 3,113
11133T103 BROADRIDGE FINANCIAL 2,622 4,070
617446448 MORGAN STANLEY COM N 3,766 5,406
20825C104 CONOCOPHILLIPS 1,643 1,785
90353T100 UBER TECHNOLOGIES IN 2,493 4,584
00202F102 A P MOLLER MAERSK A 3,999 2,603
29362U104 ENTEGRIS INC 3,905 3,962
550021109 LULULEMON ATHLETICA 959 1,147
72341E304 PING AN INSURANCE AD    
26251A108 DSV PANALPINA A S A    
009066101 AIRBNB INC CL A    
759530108 RELX PLC SPON A D R 6,702 7,540
559222401 MAGNA INTL INC CL 3,042 2,090
977874205 WOLTERS KLUWER NV SP 2,572 3,302
433578507 HITACHI LTD A D R 1,149 2,720
697435105 PALO ALTO NETWORKS I 2,439 5,095
086516101 BEST BUY CO INC 2,564 2,145
67066G104 NVIDIA CORP 5,936 14,772
55024U109 LUMENTUM HOLDINGS IN    
606776201 MITSUBISHI ELECTRIC 2,098 3,660
148806102 CATALENT INC    
65339F101 NEXTERA ENERGY INC 8,673 8,674
428291108 HEXCEL CORP NEW COM 2,371 2,508
715684106 P T TELEKOMUNIKASI I    
149123101 CATERPILLAR INC    
000375204 ABB LTD A D R 9,937 12,514
00215W100 ASE TECHNOLOGY HOLDI 1,870 2,115
055622104 BP PLC SPON A D R    
126650100 CVS HEALTH CORPORATI    
15872M104 CHAMPIONX CORPORATIO 2,340 2,012
166764100 CHEVRON CORP COM 2,457 2,462
244199105 DEERE CO 2,586 2,966
256135203 DR REDDYS LABORATORI    
26874R108 E N I SPA A D R    
423452101 HELMERICH PAYNE INC 2,205 1,473
42751Q105 HERMES INTL A D R    
438128308 HONDA MOTOR CO LTD A    
455793109 INDITEX UNSPON A D R 3,195 4,005
46591M109 JOYY INC A D R 1,271 1,674
626717102 MURPHY OIL CORP 2,023 1,422
64110W102 NETEASE INC A D R    
653656108 NICE SYS LTD SPONSOR 1,682 1,529
654445303 NINTENDO LTD A D R 1,326 1,697
670100205 NOVO NORDISK AS A D 502 602
70432V102 PAYCOM SOFTWARE INC    
74340W103 PROLOGIS INC COM 5,473 4,862
747525103 QUALCOMM INC COM 2,856 3,380
799926100 SANDOZ GROUP AG SPON    
803054204 SAP SE SPON ADR A D 949 1,723
806857108 SCHLUMBERGER LTD COM 7,863 5,981
89151E109 TOTALENERGIES SE A D    
90384S303 ULTRA SALON COSMETIC 3,334 3,045
911312106 UNITED PARCEL SERVIC 3,207 2,648
92763W103 VIPSHOP HOLDINGS LTD 3,825 3,475
97651M109 WIPRO LIMITED A D R    
98954M101 ZILLOW GROUP INC 2,249 3,472
G25508105 CRH PLC    
G54950103 LINDE PLC SHS 1,725 2,512
L8681T102 SPOTIFY TECHNOLOGY S 4,740 13,421
M7S64H106 MONDAY COM LTD    
01609W102 ALIBABA GROUP HLDG L 1,880 1,696
05278C107 AUTOHOME INC A D R 1,373 1,298
06738E204 BARCLAYS PLC A D R 962 1,103
090040106 BILIBILI INC A D R 1,545 2,101
09290D101 BLACKROCK INC COM 6,376 9,226
11135F101 BROADCOM INC 1,732 2,318
23304Y100 DBS GROUP HLDGS LTD 3,522 4,353
26142V105 DRAFTKINGS INC NEW 3,583 3,571
29286D105 ENGIE A D R 1,116 998
29444U700 EQUINIX INC 1,714 1,886
294821608 ERICSSON LM TEL SP A 7,246 7,198
30215C101 EXPERIAN GROUP LTD A 2,636 2,521
359590304 FUJITSU LTD UNSPON A 2,495 2,616
36118L106 FUTU HOLDINGS LTD A 1,338 1,120
37733W204 GSK PLC SPONSORED A 3,264 2,841
423403104 HELLO GROUP INC A D 1,189 1,365
42550U109 HENKEL AG COMPANY KG 1,657 1,609
456788108 INFOSYS LTD SP A D R 7,183 7,036
46266C105 IQVIA HOLDINGS INC 3,619 2,948
47215P106 JD COM INC A D R 1,325 1,699
48268K101 KT CORP SP A D R 4,290 5,199
48667L106 KDDI CORP ADR 1,128 1,065
500472303 KONINKLIJKE PHILIPS 2,099 1,646
504922105 LABCORP HOLDINGS INC 3,200 3,669
532457108 ELI LILLY CO 1,836 1,544
553491101 MS D INSURANCE UNSPO 1,050 980
639057207 NATWEST GROUP PLC SP 8,144 9,377
654106103 NIKE INC 3,249 2,421
65535H208 NOMURA HOLDINGS INC 1,135 1,158
75629J101 RECRUIT HOLDINGS CO 1,003 1,173
778296103 ROSS STORES INC 1,274 1,361
78440P306 SK TELECOM LTD A D R 2,946 2,777
81141R100 SEA LTD ADR 2,218 2,440
874060205 TAKEDA PHARMACEUTICA 1,301 1,245
87873R101 TECHTRONIC INDUSTRIE 1,718 1,706
88706T108 TIM S A SPNDR A D R 1,764 1,494
90400P101 ULTRAPAR PARTICIPACO 2,403 1,294
911271302 UNITED OVERSEAS BK L 1,767 2,240
922475108 VEEVA SYSTEMS INC-CL 1,464 1,682
92537N108 VERTIV HOLDINGS CO 3,628 4,999
G29183103 EATON CORP PLC SHS 1,727 1,991
G3265R107 APTIV PLC COM SHS 2,294 1,633
G89479102 TORM PLC SHS CL A 972 506
G98196101 WNS HLDGS LTD COM SH 3,759 2,085
M98068105 WIX COM LTD 1,097 1,502
N72482149 QIAGEN NV SHS 2,794 2,850

TY 2024 OtherAssetsSchedule
Name:
WILLIAM RANDOLPH WHIMPLE TRUST
EIN:
43-6069388
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INCOME   0 0
000000000 MISCELLANEOUS ENTRY 61 137 137


TY 2024 OtherDecreasesSchedule
Name:
WILLIAM RANDOLPH WHIMPLE TRUST
EIN:
43-6069388
Description Amount
ROUNDING 12


TY 2024 OtherExpensesSchedule
Name:
WILLIAM RANDOLPH WHIMPLE TRUST
EIN:
43-6069388
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 208 208   0


TY 2024 OtherIncomeSchedule2
Name:
WILLIAM RANDOLPH WHIMPLE TRUST
EIN:
43-6069388
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 30 30  


TY 2024 OtherProfessionalFeesSchedule
Name:
WILLIAM RANDOLPH WHIMPLE TRUST
EIN:
43-6069388
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 1,369 1,232   137


TY 2024 TaxesSchedule
Name:
WILLIAM RANDOLPH WHIMPLE TRUST
EIN:
43-6069388
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 782 782   0
FEDERAL TAX PAYMENT - PRIOR YE 151 0   0
FEDERAL ESTIMATES - PRINCIPAL 436 0   0