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 06-01-2024 , and ending 05-31-2025
Name of foundation
THE C B BAIRD JR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 653067
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX752653067
A Employer identification number

20-6350779
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$2,150,527J 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... 50,489 50,336  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 27,989
b Gross sales price for all assets on line 6a 169,798
7 Capital gain net income (from Part IV, line 2)... 27,989
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)....... Click to see attachment
List of Attached Documents:
// Content
251    
12 Total. Add lines 1 through 11........ 78,729 78,325  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 9,278 5,567   3,711
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,750 1,050 0 700
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,837 2,837   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,590 1,590   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
16 16    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,471 11,060 0 4,411
25 Contributions, gifts, grants paid....... 87,525 87,525
26 Total expenses and disbursements. Add lines 24 and 25 102,996 11,060 0 91,936
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -24,267
b Net investment income (if negative, enter -0-) 67,265
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 241,394 194,059 194,059
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)....... 1,326,993 Click to see attachment
List of Attached Documents:
// Content
1,349,837 		1,956,468
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) 1,568,387 1,543,896 2,150,527
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........ 1,568,387 1,543,896
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)..... 1,568,387 1,543,896
30 Total liabilities and net assets/fund balances (see instructions). 1,568,387 1,543,896
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
1,568,387
2
Enter amount from Part I, line 27a .....................
2
-24,267
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1
4
Add lines 1, 2, and 3 ..........................
4
1,544,121
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
225
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,543,896
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 1. BROADCOM INC   2020-05-13 2024-06-04
b 1. HONEYWELL INTERNATIONAL INC   2023-03-01 2024-06-04
c 1. JOHNSON & JOHNSON   2023-12-08 2024-06-04
d 1. MICROSOFT CORPORATION   2017-08-17 2024-06-04
e 1. UNION PAC CORP COM   2023-12-08 2024-06-04
1. UNITED PARCEL SERVICE CL B   2024-01-31 2024-06-04
4. UNITED PARCEL SERVICE CL B   2019-03-13 2024-06-04
1. UNITEDHEALTH GROUP INC   2023-12-08 2024-06-04
1. VISA INC CL A SHRS   2024-04-25 2024-06-04
1. ACCENTURE PLC SHS   2023-11-21 2024-06-04
3. AIRBUS SE EUR PAR ORDINARY   2023-06-13 2024-06-12
4. AIRBUS SE EUR PAR ORDINARY   2023-03-01 2024-06-12
3. SIEMENS AG GERMANY SEDOL #5727973   2023-01-27 2024-06-12
12. RECRUIT HOLDINGS CO.LTD. SHS 6098   2023-09-28 2024-06-12
1. KLA-TENCOR CORP COM   2023-03-01 2024-06-27
1. SARTORIUS AG PFD SHS 50.DEM PAR PART PFD   2024-02-29 2024-07-02
1. SARTORIUS AG PFD SHS 50.DEM PAR PART PFD   2024-02-28 2024-07-02
1. SARTORIUS AG PFD SHS 50.DEM PAR PART PFD   2024-02-23 2024-07-02
1. SARTORIUS AG PFD SHS 50.DEM PAR PART PFD   2024-02-27 2024-07-02
1. SARTORIUS AG PFD SHS 50.DEM PAR PART PFD   2024-02-26 2024-07-02
1. TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR   2023-12-12 2024-07-09
3. TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR   2023-05-11 2024-07-09
5. BAE SYSTEMS PLC GBP PAR ORDINARY   2023-01-03 2024-07-11
1. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2024-07-01 2024-07-11
9. HSBC HLDGS ORD USD0.50(UK REG)   2023-08-30 2024-07-11
22. RIO TINTO PLC UNITED KINGDOM - SEDOL #0718875   2023-01-03 2024-07-11
1. CANADIAN PAC KANS CITY LTD   2024-01-10 2024-07-11
18. BARCLAYS ORD GBP 0.25 .25GBP PAR ORDINARY   2024-04-25 2024-07-11
1. AIRBUS SE EUR PAR ORDINARY   2023-03-01 2024-07-11
12. ICICI BK LTD SPONSORED ADR   2023-01-03 2024-07-11
7. ISHARES CHINA LARGE-CAP ETF   2023-01-03 2024-07-11
9. SWEDBANK AB 20.SEK PAR ORDINARY   2023-01-03 2024-07-11
1. WOLTERS KLUWER NV .12EUR PAR ORDINARY   2024-01-17 2024-07-11
1. SANOFI 2.EUR PAR ORDINARY   2023-01-03 2024-07-11
1. SIEMENS AG GERMANY SEDOL #5727973   2023-01-27 2024-07-11
7. DEUTSCHE TELEKOM AG-REG EUR PAR ORDINARY   2023-01-03 2024-07-11
1. BNP PARIBAS SA COM   2023-03-09 2024-07-11
1. HEINEKEN NV 1.6EUR PAR ORDINARY   2023-03-01 2024-07-11
1. TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR   2023-05-11 2024-07-11
2. TOTAL S A SPONSORED ADR   2023-01-03 2024-07-11
1. 3I GROUP GBP PAR ORDINARY   2024-03-06 2024-07-11
5. IBERDROLA SA, BILBAO .75 EUR PAR ORDINARY   2023-01-03 2024-07-11
2. COMPASS GROUP ORD GBP0 GBP PAR ORDINARY   2024-03-12 2024-07-11
1. ALCON SA ACT NOM .04 CHF PAR ORDINARY   2024-02-23 2024-07-11
2. UNIVERSAL MUSIC GROUP 10 EUR PAR ORDINARY   2023-08-09 2024-07-11
2. SHELL PLC .07 EUR PAR ORDINARY   2023-01-03 2024-07-11
278. IBERDROLA SA RIGHTS 2024 PARENT ML # 8HDG2   2024-07-04 2024-07-11
24. WAL-MART DE MEXICO SAB D MXN PAR ORDINARY   2023-02-28 2024-07-11
4. UNICREDIT SPA EUR PAR ORDINARY   2023-02-03 2024-07-11
4. RIO TINTO PLC UNITED KINGDOM - SEDOL #0718875   2023-01-03 2024-07-12
16. RIO TINTO PLC UNITED KINGDOM - SEDOL #0718875   2024-02-23 2024-07-12
1. KEYENCE CORP 6861 FN JPY PAR ORDINARY   2023-05-11 2024-07-12
1. SUMITOMO MITSUI FIN 8316 50000.JPY PAR ORDINARY   2023-10-12 2024-07-12
1. SONY CORP JAPAN   2023-01-04 2024-07-12
2. TOYOTA MOTOR CORP 7203 JPY PAR ORDINARY   2024-03-05 2024-07-12
149. PT BANK CENT ASIA TBK 62.5 IDR PAR ORDINARY   2023-01-27 2024-07-12
1. DAIICHI SANKYO CO LTD 4568   2024-02-26 2024-07-12
1. MACQUARIE GROUP LTD AUD PAR ORDINARY   2023-05-12 2024-07-12
1. RECRUIT HOLDINGS CO.LTD. SHS 6098   2023-09-28 2024-07-12
1. BROADCOM INC   2020-05-13 2024-07-16
9. NIKE INC CL B   2019-02-05 2024-07-16
1. NIKE INC CL B   2023-06-07 2024-07-16
3. NIKE INC CL B   2024-01-30 2024-07-16
3. NIKE INC CL B   2024-01-31 2024-07-16
1. TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR   2023-05-11 2024-07-16
5. TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR   2023-01-03 2024-07-16
.335 GRAIL INC   2023-03-01 2024-07-25
4. UNIVERSAL MUSIC GROUP 10 EUR PAR ORDINARY   2023-08-09 2024-07-30
10. UNIVERSAL MUSIC GROUP 10 EUR PAR ORDINARY   2023-08-08 2024-07-30
105. UNIVERSAL MUSIC GROUP 10 EUR PAR ORDINARY   2023-01-03 2024-07-30
4. CANADIAN PAC KANS CITY LTD   2024-01-10 2024-08-01
5. CANADIAN PAC KANS CITY LTD   2024-01-09 2024-08-01
85. HSBC HLDGS ORD USD0.50(UK REG)   2023-08-30 2024-08-02
3. CANADIAN PAC KANS CITY LTD   2024-01-09 2024-08-02
3. CANADIAN PAC KANS CITY LTD   2024-05-01 2024-08-02
26. SWEDBANK AB 20.SEK PAR ORDINARY   2023-01-03 2024-08-02
3. SIEMENS AG GERMANY SEDOL #5727973   2023-01-27 2024-08-02
28. TOYOTA MOTOR CORP 7203 JPY PAR ORDINARY   2024-03-05 2024-08-02
11. TOYOTA MOTOR CORP 7203 JPY PAR ORDINARY   2023-09-28 2024-08-02
.5 AIR LIQUIDE FN 11.EUR PAR ORDINARY   2023-04-06 2024-08-09
1. ABBVIE INC SHS   2022-05-12 2024-08-16
2. BANK NEW YORK MELLON CORP   2024-01-31 2024-08-16
1. CDW CORP   2024-06-28 2024-08-16
2. CMS ENERGY CORP COM   2023-03-01 2024-08-16
1. CHEVRONTEXACO CORP COM   2023-04-25 2024-08-16
4. CISCO SYSTEMS INCORPORATED   2023-03-01 2024-08-16
1. EOG RESOURCES INC   2023-03-01 2024-08-16
1. EXXON MOBIL CORPORATION   2023-03-01 2024-08-16
1. HOME DEPOT INC   2023-08-16 2024-08-16
1. INTERNATIONAL BUSINESS MACHS   2023-12-08 2024-08-16
2. J P MORGAN CHASE & CO COM   2023-07-18 2024-08-16
1. MARSH & MCLENNAN COS INC   2023-03-01 2024-08-16
1. MICROSOFT CORPORATION   2017-08-17 2024-08-16
1. PNC BK CORP   2023-03-01 2024-08-16
3. WAL-MART STORES INCORPORATED   2023-11-21 2024-08-16
3. WELLS FARGO COMPANY   2023-12-20 2024-08-16
4. NOVO NORDISK A/S BR AND/ .1 DKK PAR ORDINARY   2023-11-16 2024-08-22
1. NOVO NORDISK A/S BR AND/ .1 DKK PAR ORDINARY   2023-08-21 2024-08-22
77. INTEL CORPORATION   2022-12-22 2024-08-26
1. BECTON DICKINSON & COMPANY   2024-01-16 2024-08-27
3. BECTON DICKINSON & COMPANY   2023-03-01 2024-08-27
4. UNITED PARCEL SERVICE CL B   2019-03-13 2024-08-27
15. UNITED PARCEL SERVICE CL B   2011-12-22 2024-08-27
1. TOKYO ELECTRON 8035 FN JPY PAR ORDINARY   2023-12-13 2024-08-30
10. TOKYO ELECTRON 8035 FN JPY PAR ORDINARY   2023-11-16 2024-08-30
6. HEINEKEN NV 1.6EUR PAR ORDINARY   2023-03-01 2024-08-30
4. HEINEKEN NV 1.6EUR PAR ORDINARY   2023-06-01 2024-08-30
3. HEINEKEN NV 1.6EUR PAR ORDINARY   2023-01-03 2024-08-30
7. TOTAL S A SPONSORED ADR   2023-01-03 2024-09-04
2. SIEMENS AG GERMANY SEDOL #5727973   2023-01-27 2024-09-05
1. SIEMENS AG GERMANY SEDOL #5727973   2023-01-03 2024-09-05
35. SHELL PLC .07 EUR PAR ORDINARY   2023-01-03 2024-09-05
3.332 GRAIL INC   2023-03-01 2024-09-06
.333 GRAIL INC   2023-07-28 2024-09-06
.667 GRAIL INC   2023-06-29 2024-09-06
.167 GRAIL INC   2023-10-06 2024-09-06
.167 GRAIL INC   2023-10-02 2024-09-06
.167 GRAIL INC   2023-10-04 2024-09-06
.167 GRAIL INC   2023-10-03 2024-09-06
7. NESTLE SA COM   2023-01-03 2024-09-17
2. CME GROUP INC   2024-04-25 2024-09-24
1. CME GROUP INC   2024-01-30 2024-09-24
2. J P MORGAN CHASE & CO COM   2023-07-18 2024-09-24
15. MICROCHIP TECHNOLOGY INC COM   2023-03-01 2024-09-24
1. VISA INC CL A SHRS   2024-04-25 2024-09-24
1. VISA INC CL A SHRS   2023-05-09 2024-09-24
19. MICROCHIP TECHNOLOGY INC COM   2023-03-01 2024-09-25
8. HEINEKEN NV 1.6EUR PAR ORDINARY   2023-01-03 2024-09-25
5. NOVO NORDISK A/S BR AND/ .1 DKK PAR ORDINARY   2023-08-21 2024-09-25
1. MERCADOLIBRE INC COM   2024-03-12 2024-09-26
12. HEINEKEN NV 1.6EUR PAR ORDINARY   2023-01-03 2024-09-26
10. TOTAL S A SPONSORED ADR   2023-01-03 2024-09-26
20. BNP PARIBAS SA COM   2023-03-09 2024-10-02
9. BNP PARIBAS SA COM   2023-03-09 2024-10-03
8. BNP PARIBAS SA COM   2023-08-30 2024-10-03
3. BECTON DICKINSON & COMPANY   2023-03-01 2024-10-08
3. INTERNATIONAL BUSINESS MACHS   2023-03-01 2024-10-08
7. MEDTRONIC PLC SHS   2023-03-01 2024-10-08
6. BROADCOM INC   2020-05-13 2024-10-22
4. VISA INC CL A SHRS   2023-05-09 2024-10-22
21. SHELL PLC .07 EUR PAR ORDINARY   2023-01-03 2024-10-29
22. WAL-MART DE MEXICO SAB D MXN PAR ORDINARY   2023-02-28 2024-10-29
90. WAL-MART DE MEXICO SAB D MXN PAR ORDINARY   2023-03-01 2024-10-29
43. WAL-MART DE MEXICO SAB D MXN PAR ORDINARY   2023-03-01 2024-10-30
181. WAL-MART DE MEXICO SAB D MXN PAR ORDINARY   2023-01-03 2024-10-30
112. WAL-MART DE MEXICO SAB D MXN PAR ORDINARY   2023-01-03 2024-10-31
163. WAL-MART DE MEXICO SAB D MXN PAR ORDINARY   2023-01-03 2024-11-01
29. WAL-MART DE MEXICO SAB D MXN PAR ORDINARY   2023-01-03 2024-11-04
1. ELEVANCE HEALTH INC   2023-11-21 2024-11-05
1. ELEVANCE HEALTH INC   2023-03-01 2024-11-05
1. MERCK AND CO INC SHS   2024-01-17 2024-11-05
3. MERCK AND CO INC SHS   2024-01-16 2024-11-05
2. MERCK AND CO INC SHS   2023-10-24 2024-11-05
3. MERCK AND CO INC SHS   2017-05-08 2024-11-05
18. SHELL PLC .07 EUR PAR ORDINARY   2023-01-03 2024-11-08
5. WHEATON PRECIOUS METALS CORP REG   2024-07-17 2024-11-14
6. WHEATON PRECIOUS METALS CORP REG   2024-07-17 2024-11-15
2. BROADCOM INC   2022-12-22 2024-11-18
10. WHEATON PRECIOUS METALS CORP REG   2024-07-16 2024-11-18
9. WHEATON PRECIOUS METALS CORP REG   2024-07-11 2024-11-18
1. CDW CORP   2024-06-28 2024-11-20
5. CDW CORP   2024-06-27 2024-11-20
5. AIRBUS SE EUR PAR ORDINARY   2023-03-01 2024-11-21
25. NESTLE SA COM   2023-01-03 2024-11-21
6. ELEVANCE HEALTH INC   2023-03-01 2024-12-05
6. MERCK AND CO INC SHS   2017-05-08 2024-12-05
3. MERCK AND CO INC SHS   2017-08-17 2024-12-05
2. SMC CORP 6273 JPY PAR ORDINARY   2024-03-05 2024-12-05
1. SMC CORP 6273 JPY PAR ORDINARY   2023-11-16 2024-12-05
2. SMC CORP 6273 JPY PAR ORDINARY   2023-11-16 2024-12-06
7. ALPHABET INC SHS CL C   2012-01-23 2024-12-10
3. BOEING CO   2024-01-26 2024-12-10
3. BOEING CO   2023-03-01 2024-12-10
1. NETFLIX.COM INC COM   2023-03-01 2024-12-10
3. TESLA INC   2023-03-01 2024-12-10
83. BAE SYSTEMS PLC GBP PAR ORDINARY   2023-01-03 2024-12-18
9. BROADCOM INC   2022-12-22 2024-12-18
1. CUMMINS ENGINE INC   2023-03-01 2024-12-18
2. UNION PAC CORP COM   2023-12-08 2024-12-18
1. UNION PAC CORP COM   2023-07-18 2024-12-18
3. UNION PAC CORP COM   2011-04-12 2024-12-18
1. TESLA INC   2023-03-01 2024-12-23
11. BROADCOM INC   2020-05-13 2024-12-24
3. EOG RESOURCES INC   2023-03-01 2024-12-24
14. LAM RESH CORP   2019-02-05 2024-12-24
1. TESLA INC   2023-03-01 2024-12-24
1. LAM RESH CORP   2019-02-05 2024-12-26
6. TESLA INC   2023-03-01 2024-12-26
2. TESLA INC   2023-03-01 2024-12-27
1. TESLA INC   2023-03-01 2024-12-31
2. ORACLE SYS CORP   2023-03-01 2025-01-02
1. TESLA INC   2023-03-01 2025-01-02
6. TESLA INC   2023-03-01 2025-01-03
10. BROADCOM INC   2024-07-09 2025-01-06
1. BROADCOM INC   2024-08-29 2025-01-06
1. L OREAL .2EUR PAR ORDINARY   2024-03-05 2025-01-15
49. DAIICHI SANKYO CO LTD 4568   2024-02-26 2025-01-15
362. IBERDROLA SA PARENT ML # 8HDG2   2025-01-10 2025-01-17
72. BAE SYSTEMS PLC GBP PAR ORDINARY   2023-01-03 2025-01-31
119. BAE SYSTEMS PLC GBP PAR ORDINARY   2023-01-03 2025-02-03
1. QUALCOMM INC   2023-03-01 2025-02-13
1. BCE INC COM   2022-12-22 2025-02-19
17. BCE INC COM   2022-12-22 2025-02-19
2. ICICI BK LTD SPONSORED ADR   2023-01-03 2025-02-19
44. ICICI BK LTD SPONSORED ADR   2023-01-03 2025-02-19
1383. PT BANK CENT ASIA TBK 62.5 IDR PAR ORDINARY   2023-01-27 2025-02-20
189. PT BANK CENT ASIA TBK 62.5 IDR PAR ORDINARY   2023-01-30 2025-02-20
7. MACQUARIE GROUP LTD AUD PAR ORDINARY   2023-05-11 2025-02-20
1. MACQUARIE GROUP LTD AUD PAR ORDINARY   2023-01-04 2025-02-20
1425. PT BANK CENT ASIA TBK 62.5 IDR PAR ORDINARY   2023-01-30 2025-02-21
2. BROADCOM INC   2024-08-29 2025-02-24
7. BROADCOM INC   2023-01-03 2025-02-24
74. PT BANK CENT ASIA TBK 62.5 IDR PAR ORDINARY   2023-01-30 2025-02-24
643. PT BANK CENT ASIA TBK 62.5 IDR PAR ORDINARY   2023-01-26 2025-02-24
22. J P MORGAN CHASE & CO COM   2022-12-22 2025-02-25
28. TOYOTA MOTOR CORP 7203 JPY PAR ORDINARY   2025-01-07 2025-02-25
97. TOYOTA MOTOR CORP 7203 JPY PAR ORDINARY   2023-09-28 2025-02-25
35. TOYOTA MOTOR CORP 7203 JPY PAR ORDINARY   2023-10-12 2025-02-25
10. BOOZ ALLEN HAMILTON HLDG CLASS A   2023-03-01 2025-02-27
4. LOCKHEED MARTIN CORPORATION   2023-03-01 2025-02-27
1. UNITEDHEALTH GROUP INC   2024-11-20 2025-02-27
1. UNITEDHEALTH GROUP INC   2024-07-30 2025-02-27
2. LOCKHEED MARTIN CORPORATION   2023-03-01 2025-02-28
1. ALIBABA GROUP HOLDING LT   2023-03-01 2025-03-04
1. QUALCOMM INC   2023-03-01 2025-03-04
3. IVANHOE MINES LTD   2024-09-27 2025-03-04
10. IVANHOE MINES LTD   2024-09-27 2025-03-04
30. IVANHOE MINES LTD   2024-09-26 2025-03-04
2. IVANHOE MINES LTD   2024-09-26 2025-03-05
33. IVANHOE MINES LTD   2024-07-12 2025-03-05
93. IVANHOE MINES LTD   2024-07-11 2025-03-05
3. BROADCOM INC   2020-05-13 2025-03-11
4. WAL-MART STORES INCORPORATED   2025-02-27 2025-03-11
6. WAL-MART STORES INCORPORATED   2023-11-21 2025-03-11
10. NOVO NORDISK A/S BR AND/ .1 DKK PAR ORDINARY   2023-08-15 2025-03-13
5. NOVARTIS AG ADR   2022-12-22 2025-03-14
19. PHILIP MORRIS INTL INC   2022-12-22 2025-03-14
13. SIEMENS A G SPONSORED ADR   2022-12-22 2025-03-14
6. CHUBB LTD   2022-12-22 2025-03-14
37. DEUTSCHE TELEKOM AG-REG EUR PAR ORDINARY   2023-01-03 2025-03-19
49. RECRUIT HOLDINGS CO.LTD. SHS 6098   2023-09-28 2025-03-19
2. CHEVRONTEXACO CORP COM   2023-04-25 2025-03-25
8. CHEVRONTEXACO CORP COM   2023-03-01 2025-03-25
7. EOG RESOURCES INC   2023-03-01 2025-03-25
5. BROADCOM INC   2023-01-03 2025-03-27
4. SCHNEIDER ELECTRIC SE 8.EUR PAR ORDINARY   2024-03-05 2025-03-28
8. ALIBABA GROUP HOLDING LT   2023-03-01 2025-04-03
6. QUALCOMM INC   2023-03-01 2025-04-03
3. FLUTTER ENTERTAINMENT PLC REG SHS   2024-12-04 2025-04-03
4. FLUTTER ENTERTAINMENT PLC REG SHS   2024-09-17 2025-04-03
4. FLUTTER ENTERTAINMENT PLC REG SHS   2024-09-16 2025-04-03
2. GENUINE PARTS COMPANY   2023-07-18 2025-04-08
5. GENUINE PARTS COMPANY   2023-06-27 2025-04-08
2. MICROSOFT CORPORATION   2024-11-20 2025-04-08
1. MICROSOFT CORPORATION   2017-08-17 2025-04-08
3. PPG INDUSTRIES INC   2023-03-01 2025-04-08
11. PPG INDUSTRIES INC   2023-03-01 2025-04-08
1. GENUINE PARTS COMPANY   2023-06-26 2025-04-09
3. GENUINE PARTS COMPANY   2024-05-21 2025-04-09
3. PPG INDUSTRIES INC   2023-03-01 2025-04-09
2. ABBVIE INC SHS   2024-12-24 2025-04-22
3. ABBVIE INC SHS   2022-05-12 2025-04-22
6. COCA COLA CO COM   2024-08-27 2025-04-22
2. COCA COLA CO COM   2023-03-28 2025-04-22
4. COCA COLA CO COM   2023-03-01 2025-04-22
8. MERCK AND CO INC SHS   2017-08-17 2025-04-22
2. VALERO ENERGY CORP - NEW   2024-10-08 2025-04-22
5. VALERO ENERGY CORP - NEW   2023-03-01 2025-04-22
2. L OREAL .2EUR PAR ORDINARY   2023-07-31 2025-04-25
8. NOVO NORDISK A/S BR AND/ .1 DKK PAR ORDINARY   2023-08-15 2025-04-25
11. NOVO NORDISK A/S BR AND/ .1 DKK PAR ORDINARY   2023-09-22 2025-04-25
4. NOVO NORDISK A/S BR AND/ .1 DKK PAR ORDINARY   2023-08-18 2025-04-25
43. SHIN ETSU CHEMICAL 4063 JPY PAR ORDINARY   2024-07-30 2025-04-28
1. RHEINMETALL FN EUR PAR ORDINARY   2025-01-31 2025-05-02
38. DEUTSCHE TELEKOM AG-REG EUR PAR ORDINARY   2023-01-03 2025-05-02
89. IBERDROLA SA, BILBAO .75 EUR PAR ORDINARY   2024-09-05 2025-05-02
22. IBERDROLA SA, BILBAO .75 EUR PAR ORDINARY   2023-01-03 2025-05-02
51. SUMITOMO MITSUI FIN 8316 50000.JPY PAR ORDINARY   2023-10-12 2025-05-16
189. SUMITOMO MITSUI FIN 8316 50000.JPY PAR ORDINARY   2023-01-10 2025-05-16
7. ALCON SA ACT NOM .04 CHF PAR ORDINARY   2024-09-25 2025-05-16
17. ALCON SA ACT NOM .04 CHF PAR ORDINARY   2024-02-23 2025-05-16
3. ALCON SA ACT NOM .04 CHF PAR ORDINARY   2024-02-23 2025-05-19
7. ALCON SA ACT NOM .04 CHF PAR ORDINARY   2024-02-26 2025-05-19
6. GENERAL MILLS INC   2024-04-09 2025-05-21
7. GENERAL MILLS INC   2024-04-10 2025-05-21
4. TEXAS INSTRS INC   2023-03-01 2025-05-21
1. UNITEDHEALTH GROUP INC   2024-07-30 2025-05-21
1. UNITEDHEALTH GROUP INC   2024-11-05 2025-05-21
1. UNITEDHEALTH GROUP INC   2024-07-16 2025-05-21
1. UNITEDHEALTH GROUP INC   2023-12-31 2025-05-21
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 1,315   262 1,053
b 206   193 13
c 147   154 -7
d 414   73 341
e 228   230 -2
136   144 -8
543   445 98
503   546 -43
271   276 -5
286   331 -45
485   422 63
646   527 119
564   470 94
592   369 223
815   377 438
224   380 -156
224   374 -150
224   369 -145
224   367 -143
224   366 -142
183   101 82
549   251 298
82   52 30
78   78  
78   69 9
1,493   1,552 -59
82   79 3
51   46 5
144   132 12
353   263 90
188   206 -18
187   154 33
165   148 17
103   98 5
193   157 36
180   141 39
68   67 1
98   103 -5
193   84 109
136   125 11
38   32 6
65   58 7
56   56  
90   80 10
60   52 8
73   57 16
106   103 3
86   95 -9
161   80 81
273   282 -9
1,092   1,059 33
473   481 -8
69   50 19
96   77 19
41   49 -8
92   87 5
37   34 3
138   120 18
58   31 27
168   26 142
653   746 -93
73   107 -34
218   313 -95
218   311 -93
186   84 102
929   373 556
5   10 -5
92   104 -12
230   258 -28
2,415   2,584 -169
322   316 6
402   394 8
713   648 65
235   237 -2
235   234 1
534   444 90
524   470 54
483   682 -199
190   201 -11
89   79 10
194   153 41
131   112 19
222   225 -3
133   112 21
147   169 -22
197   193 4
128   117 11
118   111 7
360   336 24
194   161 33
427   308 119
221   162 59
419   73 346
173   156 17
220   156 64
165   151 14
544   390 154
136   93 43
1,544   1,988 -444
237   235 2
711   697 14
511   445 66
1,917   1,096 821
176   163 13
1,760   1,592 168
541   619 -78
361   406 -45
271   284 -13
466   436 30
369   314 55
184   139 45
1,189   1,000 189
44   99 -55
4   10 -6
9   19 -10
2   4 -2
2   3 -1
2   3 -1
2   3 -1
722   815 -93
432   427 5
216   206 10
424   308 116
1,165   1,214 -49
277   276 1
277   234 43
1,453   1,537 -84
692   756 -64
637   466 171
2,108   1,549 559
1,059   1,134 -75
657   623 34
1,347   1,341 6
595   604 -9
529   526 3
709   697 12
685   386 299
615   574 41
1,075   157 918
1,140   934 206
682   600 82
62   87 -25
253   353 -100
119   169 -50
499   645 -146
305   399 -94
449   581 -132
81   103 -22
417   470 -53
417   465 -48
101   119 -18
304   355 -51
203   207 -4
304   183 121
603   514 89
296   311 -15
353   373 -20
331   110 221
607   620 -13
546   531 15
174   225 -51
871   1,118 -247
726   659 67
2,150   2,910 -760
2,368   2,790 -422
616   366 250
308   179 129
841   1,215 -374
421   497 -76
852   993 -141
1,284   102 1,182
496   617 -121
496   605 -109
918   320 598
1,206   600 606
1,225   864 361
2,084   496 1,588
362   245 117
459   461 -2
229   212 17
688   145 543
429   200 229
2,609   288 2,321
361   352 9
1,030   243 787
451   200 251
73   17 56
2,735   1,200 1,535
864   400 464
412   200 212
332   173 159
382   200 182
2,389   1,200 1,189
2,348   1,708 640
235   158 77
335   482 -147
1,281   1,642 -361
85   87 -2
1,093   749 344
1,811   1,238 573
172   123 49
23   44 -21
398   741 -343
58   44 14
1,270   963 307
762   806 -44
104   109 -5
1,036   840 196
148   115 33
781   825 -44
423   316 107
1,481   389 1,092
40   43 -3
350   361 -11
5,617   2,854 2,763
500   535 -35
1,732   1,771 -39
625   631 -6
1,109   956 153
1,785   1,896 -111
469   593 -124
469   577 -108
895   948 -53
129   91 38
154   123 31
27   46 -19
90   152 -62
269   450 -181
19   30 -11
309   480 -171
871   1,316 -445
583   79 504
351   390 -39
527   311 216
745   921 -176
543   430 113
2,861   1,914 947
1,635   884 751
1,742   1,301 441
1,360   744 616
2,677   1,508 1,169
332   338 -6
1,327   1,300 27
892   821 71
860   278 582
956   920 36
1,035   724 311
843   740 103
652   836 -184
870   911 -41
870   898 -28
213   334 -121
533   825 -292
718   828 -110
359   73 286
275   402 -127
1,007   1,465 -458
105   163 -58
316   453 -137
276   400 -124
347   358 -11
520   459 61
441   428 13
147   123 24
294   235 59
628   477 151
224   275 -51
560   685 -125
853   935 -82
488   737 -249
671   1,010 -339
244   365 -121
1,285   1,867 -582
1,716   782 934
1,368   764 604
1,588   1,302 286
393   256 137
1,217   845 372
4,511   2,521 1,990
621   690 -69
1,507   1,363 144
266   241 25
621   560 61
320   420 -100
373   488 -115
741   680 61
303   577 -274
303   567 -264
303   543 -240
303   528 -225
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
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       1,053
b       13
c       -7
d       341
e       -2
      -8
      98
      -43
      -5
      -45
      63
      119
      94
      223
      438
      -156
      -150
      -145
      -143
      -142
      82
      298
      30
       
      9
      -59
      3
      5
      12
      90
      -18
      33
      17
      5
      36
      39
      1
      -5
      109
      11
      6
      7
       
      10
      8
      16
      3
      -9
      81
      -9
      33
      -8
      19
      19
      -8
      5
      3
      18
      27
      142
      -93
      -34
      -95
      -93
      102
      556
      -5
      -12
      -28
      -169
      6
      8
      65
      -2
      1
      90
      54
      -199
      -11
      10
      41
      19
      -3
      21
      -22
      4
      11
      7
      24
      33
      119
      59
      346
      17
      64
      14
      154
      43
      -444
      2
      14
      66
      821
      13
      168
      -78
      -45
      -13
      30
      55
      45
      189
      -55
      -6
      -10
      -2
      -1
      -1
      -1
      -93
      5
      10
      116
      -49
      1
      43
      -84
      -64
      171
      559
      -75
      34
      6
      -9
      3
      12
      299
      41
      918
      206
      82
      -25
      -100
      -50
      -146
      -94
      -132
      -22
      -53
      -48
      -18
      -51
      -4
      121
      89
      -15
      -20
      221
      -13
      15
      -51
      -247
      67
      -760
      -422
      250
      129
      -374
      -76
      -141
      1,182
      -121
      -109
      598
      606
      361
      1,588
      117
      -2
      17
      543
      229
      2,321
      9
      787
      251
      56
      1,535
      464
      212
      159
      182
      1,189
      640
      77
      -147
      -361
      -2
      344
      573
      49
      -21
      -343
      14
      307
      -44
      -5
      196
      33
      -44
      107
      1,092
      -3
      -11
      2,763
      -35
      -39
      -6
      153
      -111
      -124
      -108
      -53
      38
      31
      -19
      -62
      -181
      -11
      -171
      -445
      504
      -39
      216
      -176
      113
      947
      751
      441
      616
      1,169
      -6
      27
      71
      582
      36
      311
      103
      -184
      -41
      -28
      -121
      -292
      -110
      286
      -127
      -458
      -58
      -137
      -124
      -11
      61
      13
      24
      59
      151
      -51
      -125
      -82
      -249
      -339
      -121
      -582
      934
      604
      286
      137
      372
      1,990
      -69
      144
      25
      61
      -100
      -115
      61
      -274
      -264
      -240
      -225
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 27,989
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) 1 935
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........................... 3 935
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- ..... 5 935
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,384
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,384
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 449
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow449 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTX
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowNONE
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (888) 866-3275

Located atright arrowPO BOX 650367DALLASTX ZIP+4right arrow752653067
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
BANK OF AMERICA N A CO-TRUSTEE
1 		9,278    
PO BOX 653067
DALLAS,TX752653067
BRUCE BAIRD CO-TRUSTEE
1 		0    
1300 VIRGINIA PL
FORT WORTH,TX761072436
CRAIG B BAIRD CO-TRUSTEE
1 		0    
2425 WARNER RD
FORT WORTH,TX760111756
CINDY BEALL CO-TRUSTEE
1 		0    
4007 AVENUE G
AUSTIN,TX787514707
REBECCA B BARBER CO-TRUSTEE
1 		0    
7255 E SNYDER RD
TUCSON,AZ857506247
MARGARET L BAIRD CO-TRUSTEE
1 		0    
3809 CRESTWOOD TER
FORT WORTH,TX761071139
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
1,885,008
b
Average of monthly cash balances.......................
1b
236,096
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,121,104
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
2,121,104
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
31,817
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,089,287
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
104,464
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
104,464
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
935
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
935
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
103,529
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
103,529
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
103,529
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
91,936
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
91,936
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 7 103,529
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 86,307
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$ 91,936
a Applied to 2023, but not more than line 2a 86,307
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..... 5,629
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		97,900
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 e-mail address of the person to whom applications should be addressed:
MEGHAN BENNETT - BANK OF AMERICA
901 MAIN ST FL 16
DALLAS,TX75202
(214) 209-3741
tx.philanthropic@bofa.com
bThe form in which applications should be submitted and information and materials they should include:
FOR APPLICATION FORMS & GUIDELINES, GO TO: www.bankofamerica.com/philanthropic/search-for-grants
cAny submission deadlines:
FEBRUARY 1
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
APPLICANTS FOR GRANTS MUST HAVE EXEMPT STATUS [IRC SECTION 501(c)(3)]. APPLICATIONS FROM INDIVIDUALS ARE NOT ACCEPTED.
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

BREAKTHROUGH AT FORT WORTH COUNTRY DAY

4200 COUNTRY DAY LN
FORT WORTH,TX76109 		N/A PC SUPPORT BREAKTHROUGH FORT 5,000

OUT TEACH

910 S PEARL EXPWY
DALLAS,TX75201 		N/A PC SCIENCE OUTDOORS PROGRAM - 5,000

LITERACY UNITED

3145 MCCART AVE
FORT WORTH,TX76110 		N/A PC SUPPORT READY FOR LIFE 5,000

RIVERTREE ACADEMY INC

PO BOX 101268
FORT WORTH,TX76185 		N/A PC SUPPORT MUSIC PROGRAM 5,000

YOU GOTTA BELIEVE FOOTBALL CAMP

3704 CRESTHAVEN TER
FORT WORTH,TX76107 		N/A PC UNRESTRICTED GENERAL 3,000

CRISTO REY FORT WORTH HIGH SCHOOL INC

2633 ALTAMESA BLVD
FORT WORTH,TX76133 		N/A PC SUPPORT FINE ARTS PROGRAM 5,000

GUNNISON COUNCIL FOR THE ARTS INC

PO BOX 1772
GUNNISON,CO81230 		N/A PC PROMOTION OF THE ARTS 25,246

FORT WORTH MUSEUM OF SCIENCE AND HISTORY

1600 GENDY ST
FORT WORTH,TX76107 		N/A PC CHILDREN'S GARDEN/LEARNING 5,000

BOYS & GIRLS CLUBS OF GREATER TARRANT COUNTY

3218 BELKNAP ST
FORT WORTH,TX76111 		N/A PC ACADEMIC SUCCESS INITIATIVE 14,279

ALL SAINTS HEALTH FOUNDATION

1400 8TH AVE
FORT WORTH,TX76104 		N/A PC SUPPORT CANCER RESOURCE 5,000

CANINE COMPANIONS FOR INDEPENDENCE

7710 LAS COLINAS RIDGE
IRVING,TX75063 		N/A PC SERVICE DOG TEAM TRAINING 5,000

AFTER-SCHOOL ALL-STARS

2902 SWISS AVE
DALLAS,TX75204 		N/A PC MORNINGSIDE MIDDLE SCHOOL 5,000
Total .................................right arrow 3a 87,525
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 50,489  
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 27,989  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aEXCISE TAX REFUND 		    1 251  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   78,729  
13Total. Add line 12, columns (b), (d), and (e)..................
13
78,729
(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:
THE C B BAIRD JR FOUNDATION
EIN:
20-6350779
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE - BOA 1,750 1,050   700

TY 2024 GeneralExplanationAttachment
Name:
THE C B BAIRD JR FOUNDATION
EIN:
20-6350779
Identifier Return Reference Explanation
FEDERAL FOOTNOTE PART VIII LIST OF OFFICERS AND DIRECTORS THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.

TY 2024 InvestmentsCorpStockSchedule
Name:
THE C B BAIRD JR FOUNDATION
EIN:
20-6350779
Name of Stock End of Year Book Value End of Year Fair Market Value
SEE ATTACHMENT 1,349,837 1,956,468

TY 2024 OtherDecreasesSchedule
Name:
THE C B BAIRD JR FOUNDATION
EIN:
20-6350779
Description Amount
ROC BASIS ADJUSTMENT 225


TY 2024 OtherExpensesSchedule
Name:
THE C B BAIRD JR FOUNDATION
EIN:
20-6350779
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER INVESTMENT FEE 16 16   0


TY 2024 OtherIncomeSchedule2
Name:
THE C B BAIRD JR FOUNDATION
EIN:
20-6350779
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
EXCISE TAX REFUND 251 0  


TY 2024 OtherIncreasesSchedule
Name:
THE C B BAIRD JR FOUNDATION
EIN:
20-6350779
Description Amount
NET ROUNDING 1


TY 2024 OtherProfessionalFeesSchedule
Name:
THE C B BAIRD JR FOUNDATION
EIN:
20-6350779
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 2,837 2,837    


TY 2024 TaxesSchedule
Name:
THE C B BAIRD JR FOUNDATION
EIN:
20-6350779
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,039 1,039   0
FOREIGN TAXES ON QUALIFIED FOR 496 496   0
FOREIGN TAXES ON NONQUALIFIED 55 55   0