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
FRANKLIN W & HELEN S BOWEN CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 919798
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328919798
A Employer identification number

25-6091907
B Telephone number (see instructions)

(304) 348-7271
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$6,197,940J 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... 140,224 140,224  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 181,737
b Gross sales price for all assets on line 6a 1,744,200
7 Capital gain net income (from Part IV, line 2)... 181,737
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
1,529    
12 Total. Add lines 1 through 11........ 323,490 321,961  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,024 18,512   21,512
14 Other employee salaries and wages...... 24,824 0 0 24,824
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
2,500 0 0 2,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,205     2,205
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
13,038 1,876   11,162
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 971 0 0 971
22 Printing and publications.......... 118 0 0 118
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
876     876
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 84,556 20,388 0 64,168
25 Contributions, gifts, grants paid....... 242,279 242,279
26 Total expenses and disbursements. Add lines 24 and 25 326,835 20,388 0 306,447
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,345
b Net investment income (if negative, enter -0-) 301,573
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............. 2,647 8,179 8,179
2 Savings and temporary cash investments......... 138,241 193,512 193,512
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).......      
c Investments—corporate bonds (attach schedule)....... 1,776,733 Click to see attachment
List of Attached Documents:
// Content
1,563,285 		1,441,804
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,843,032 Click to see attachment
List of Attached Documents:
// Content
3,990,135 		4,554,445
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) 5,760,653 5,755,111 6,197,940
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........ 5,760,653 5,755,111
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)..... 5,760,653 5,755,111
30 Total liabilities and net assets/fund balances (see instructions). 5,760,653 5,755,111
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
5,760,653
2
Enter amount from Part I, line 27a .....................
2
-3,345
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,167
4
Add lines 1, 2, and 3 ..........................
4
5,760,475
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
5,364
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,755,111
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 26348.2 US TREASURY NOTES 0.00625% 01/15/24 INFLATION PROTECTED SECURI     2024-01-15
b 15000. BAT CAPITAL CORP 3.222% 8/15/24   2020-02-03 2024-02-07
c 25000. CAPITAL ONE FINL 3.200% 2/05/25     2024-02-14
d 25000. CONNECTICUT ST 2.098% 7/01/25   2020-06-11 2024-02-14
e 23000. CROWN CASTLE INTL 3.300% 7/01/30   2020-07-28 2024-02-14
17000. SHERWIN-WILLIAMS CO 3.450% 6/01/27   2017-05-02 2024-02-14
10000. ENERGY N W WA ELEC 6.800% 7/01/24   2017-10-05 2024-02-15
30000. U.S. TREASURY BONDS 1.375% 8/15/50     2024-02-15
40000. UNIV OF CA 3.359% 5/15/25   2017-10-18 2024-02-15
401.65 FHLMC SER 5296 CMO 5.000% 11/25/52   2024-02-16 2024-03-25
30000. U.S. TREASURY NOTES 2.375% 8/15/24   2024-02-15 2024-04-11
24000. WELLS FARGO & COMPAN 3.000% 10/23/26   2019-06-11 2024-04-11
389.91 FHLMC SER 5296 CMO 5.000% 11/25/52   2024-02-16 2024-04-25
10000. MET TRANSPRTN AUT NY 5.175% 11/15/49   2021-02-17 2024-05-03
2488.687 EDGEWOOD GROWTH FUND-INS   2021-07-20 2024-05-21
7000.765 LOOMIS SAYLES GROWTH-N2     2024-05-21
404.57 FHLMC SER 5296 CMO 5.000% 11/25/52   2024-02-16 2024-05-25
16.022 EDGEWOOD GROWTH FUND-INS   2021-07-20 2024-06-12
43.98 GQG PART EMERG MKTS EQ-INST   2022-07-11 2024-06-12
10.039 ARIEL FUND-INS   2022-07-11 2024-06-12
73.937 DFA INTERNATIONAL CORE EQUITY 2   2021-03-23 2024-06-12
26.414 DFA US SMALL CAP PORTFOLIO   2022-07-11 2024-06-12
36.693 EATON VANCE-ATLANTA SMID-R6   2020-10-07 2024-06-12
76.956 GOLDMAN SACHS GQP PRT INTL-R6   2021-08-20 2024-06-12
48.364 HARTFORD DVDND & GRWTH-F   2022-03-01 2024-06-12
12.669 T ROWE PRICE LARGE/CAP GRW-I   2024-05-21 2024-06-12
10. INVESCO S&P 500 EQUAL WEIGHT ETF   2021-01-19 2024-06-12
5. ISHARES CORE S&P 500 ETF   2022-07-11 2024-06-12
28. ISHARES S&P MIDCAP 400 INDEX FUND   2022-03-11 2024-06-12
53.875 JOHCM INTERNATIONAL SEL-INST   2021-08-20 2024-06-12
44.477 LOOMIS SAYLES GROWTH-N2   2015-08-26 2024-06-12
25000. SIMON PROPERTY GP LP 3.375% 10/01/24   2022-04-13 2024-06-12
17.917 T ROWE PRICE INTEGRATED U.S.   2020-11-13 2024-06-12
45.045 VANECK EMERGING MARKETS-Z   2021-08-20 2024-06-12
7. VANGUARD DIVIDEND APPREC ETF   2022-07-11 2024-06-12
14. VANGUARD INT DIV APP INDX FD   2022-07-11 2024-06-12
1.983 VANGUARD INST INDEX-INST   2023-05-23 2024-06-12
11. VANGUARD RUSSELL 1000 GROWTH ETF   2024-05-21 2024-06-12
10000. U.S. TREASURY BONDS 3.000% 11/15/45     2024-06-13
50000. U.S. TREASURY BONDS 1.375% 8/15/50     2024-06-13
25000. CITIGROUP INC 3.750% 6/16/24     2024-06-16
418.99 FHLMC SER 5296 CMO 5.000% 11/25/52   2024-02-16 2024-06-25
24000. BANK OF MONTREAL MTN 2.500% 6/28/24   2019-06-25 2024-06-28
12.982 EDGEWOOD GROWTH FUND-INS   2021-07-20 2024-07-15
31.696 GQG PART EMERG MKTS EQ-INST   2022-07-11 2024-07-15
7.922 ARIEL FUND-INS   2022-07-11 2024-07-15
58.318 DFA INTERNATIONAL CORE EQUITY 2   2021-03-23 2024-07-15
20.085 DFA US SMALL CAP PORTFOLIO   2022-07-11 2024-07-15
28.565 EATON VANCE-ATLANTA SMID-R6   2020-10-07 2024-07-15
58.997 GOLDMAN SACHS GQP PRT INTL-R6   2021-08-20 2024-07-15
37.604 HARTFORD DVDND & GRWTH-F     2024-07-15
9.989 T ROWE PRICE LARGE/CAP GRW-I   2024-05-21 2024-07-15
8. INVESCO S&P 500 EQUAL WEIGHT ETF     2024-07-15
4. ISHARES CORE S&P 500 ETF   2022-07-11 2024-07-15
22. ISHARES S&P MIDCAP 400 INDEX FUND   2022-03-11 2024-07-15
41.766 JOHCM INTERNATIONAL SEL-INST   2021-08-20 2024-07-15
35.791 LOOMIS SAYLES GROWTH-N2   2015-08-26 2024-07-15
13.934 T ROWE PRICE INTEGRATED U.S.   2020-11-13 2024-07-15
6. VANGUARD DIVIDEND APPREC ETF   2022-07-11 2024-07-15
11. VANGUARD INT DIV APP INDX FD   2022-07-11 2024-07-15
1.994 VANGUARD INST INDEX-INST   2023-05-23 2024-07-15
9. VANGUARD RUSSELL 1000 GROWTH ETF   2024-05-21 2024-07-15
5000. MET TRANSPRTN AUT NY 5.175% 11/15/49   2021-02-17 2024-07-18
433.19 FHLMC SER 5296 CMO 5.000% 11/25/52   2024-02-16 2024-07-25
9.176 EDGEWOOD GROWTH FUND-INS   2021-07-20 2024-08-13
24.986 GQG PART EMERG MKTS EQ-INST   2022-07-11 2024-08-13
5.911 ARIEL FUND-INS   2022-07-11 2024-08-13
44.081 DFA INTERNATIONAL CORE EQUITY 2   2021-03-23 2024-08-13
15.264 DFA US SMALL CAP PORTFOLIO   2022-07-11 2024-08-13
21.429 EATON VANCE-ATLANTA SMID-R6   2020-10-07 2024-08-13
43.44 GOLDMAN SACHS GQP PRT INTL-R6   2021-08-20 2024-08-13
28.361 HARTFORD DVDND & GRWTH-F   2022-02-24 2024-08-13
7.842 T ROWE PRICE LARGE/CAP GRW-I   2024-05-21 2024-08-13
6. INVESCO S&P 500 EQUAL WEIGHT ETF   2020-12-17 2024-08-13
3. ISHARES CORE S&P 500 ETF   2022-07-11 2024-08-13
17. ISHARES S&P MIDCAP 400 INDEX FUND   2022-03-11 2024-08-13
31.289 JOHCM INTERNATIONAL SEL-INST   2021-08-20 2024-08-13
26.276 LOOMIS SAYLES GROWTH-N2   2015-08-26 2024-08-13
11.04 T ROWE PRICE INTEGRATED U.S.   2020-11-13 2024-08-13
327.225 VANECK EMERGING MARKETS-Z   2021-08-20 2024-08-13
5. VANGUARD DIVIDEND APPREC ETF   2022-07-11 2024-08-13
9. VANGUARD INT DIV APP INDX FD   2022-07-11 2024-08-13
1.967 VANGUARD INST INDEX-INST   2023-05-23 2024-08-13
7. VANGUARD RUSSELL 1000 GROWTH ETF   2024-05-21 2024-08-13
10000. U.S. TREASURY NOTES 2.375% 8/15/24   2024-02-15 2024-08-15
214.691 EDGEWOOD GROWTH FUND-INS   2021-07-20 2024-08-21
635.886 HARTFORD DVDND & GRWTH-F     2024-08-21
171.407 T ROWE PRICE LARGE/CAP GRW-I   2024-05-21 2024-08-21
128. INVESCO S&P 500 EQUAL WEIGHT ETF   2020-12-17 2024-08-21
64. ISHARES CORE S&P 500 ETF   2022-07-11 2024-08-21
602.735 LOOMIS SAYLES GROWTH-N2   2015-08-26 2024-08-21
96. VANGUARD DIVIDEND APPREC ETF   2022-07-11 2024-08-21
148. VANGUARD RUSSELL 1000 GROWTH ETF   2024-05-21 2024-08-21
447.14 FHLMC SER 5296 CMO 5.000% 11/25/52   2024-02-16 2024-08-25
14000. CARLISLE COS INC 3.500% 12/01/24     2024-09-06
50000. FED NATL MTG ASSN 2.625% 09/06/24     2024-09-06
460.83 FHLMC SER 5296 CMO 5.000% 11/25/52   2024-02-16 2024-09-25
23000. SHELL INTL FIN 2.375% 11/07/29   2019-11-04 2024-10-09
. SHELL INTL FIN 2.375% 11/07/29     2024-10-09
561.674 EDGEWOOD GROWTH FUND-INS   2021-07-20 2024-10-24
1668.461 HARTFORD DVDND & GRWTH-F     2024-10-24
447.977 T ROWE PRICE LARGE/CAP GRW-I   2024-05-21 2024-10-24
334. INVESCO S&P 500 EQUAL WEIGHT ETF   2020-12-17 2024-10-24
1559.491 LOOMIS SAYLES GROWTH-N2   2015-08-26 2024-10-24
249. VANGUARD DIVIDEND APPREC ETF   2022-07-11 2024-10-24
385. VANGUARD RUSSELL 1000 GROWTH ETF   2024-05-21 2024-10-24
474.27 FHLMC SER 5296 CMO 5.000% 11/25/52   2024-02-16 2024-10-25
26000. CVS HEALTH CORP 2.700% 8/21/40   2020-08-12 2024-10-29
18000. LOWES COS INC 3.000% 10/15/50   2024-04-11 2024-10-29
14000. MORGAN STANLEY MTN 4.000% 7/23/25     2024-10-29
10000. U.S. TREASURY BONDS 2.875% 5/15/43     2024-10-29
13000. U.S. TREASURY BONDS 2.500% 2/15/45     2024-10-29
20000. U.S. TREASURY BONDS 3.000% 11/15/45     2024-10-29
47000. U.S. TREASURY NOTES 4.375% 10/31/24   2024-07-17 2024-10-31
13.939 EDGEWOOD GROWTH FUND-INS   2021-07-20 2024-11-20
52.795 GQG PART EMERG MKTS EQ-INST   2022-07-11 2024-11-20
12.953 ARIEL FUND-INS   2022-07-11 2024-11-20
92.416 DFA INTERNATIONAL CORE EQUITY 2   2021-03-23 2024-11-20
30.963 DFA US SMALL CAP PORTFOLIO   2022-07-11 2024-11-20
44.346 EATON VANCE-ATLANTA SMID-R6   2020-10-07 2024-11-20
93.951 GOLDMAN SACHS GQP PRT INTL-R6   2021-08-20 2024-11-20
40.366 HARTFORD DVDND & GRWTH-F   2020-07-28 2024-11-20
10.994 T ROWE PRICE LARGE/CAP GRW-I   2024-05-21 2024-11-20
8. INVESCO S&P 500 EQUAL WEIGHT ETF   2020-12-17 2024-11-20
6. ISHARES CORE S&P 500 ETF   2022-07-11 2024-11-20
35. ISHARES S&P MIDCAP 400 INDEX FUND   2022-03-11 2024-11-20
64.711 JOHCM INTERNATIONAL SEL-INST   2021-08-20 2024-11-20
38.885 LOOMIS SAYLES GROWTH-N2   2015-08-26 2024-11-20
23.336 T ROWE PRICE INTEGRATED U.S.   2020-11-13 2024-11-20
50.067 VANECK EMERGING MARKETS-Z   2021-08-20 2024-11-20
6. VANGUARD DIVIDEND APPREC ETF   2022-07-11 2024-11-20
17. VANGUARD INT DIV APP INDX FD   2022-07-11 2024-11-20
9.999 VANGUARD INST INDEX-INST   2024-10-24 2024-11-20
10. VANGUARD RUSSELL 1000 GROWTH ETF   2024-05-21 2024-11-20
487.42 FHLMC SER 5296 CMO 5.000% 11/25/52   2024-02-16 2024-11-25
48000. U.S. TREASURY NOTES 4.500% 11/30/24   2024-08-27 2024-11-30
16.81 EDGEWOOD GROWTH FUND-INS     2024-12-11
58.343 GQG PART EMERG MKTS EQ-INST   2022-07-11 2024-12-11
14.943 ARIEL FUND-INS   2022-07-11 2024-12-11
109.375 DFA INTERNATIONAL CORE EQUITY 2   2021-03-23 2024-12-11
37.753 DFA US SMALL CAP PORTFOLIO   2022-07-11 2024-12-11
53.788 EATON VANCE-ATLANTA SMID-R6   2020-10-07 2024-12-11
111.617 GOLDMAN SACHS GQP PRT INTL-R6   2021-08-20 2024-12-11
52.509 HARTFORD DVDND & GRWTH-F   2020-07-28 2024-12-11
12.831 T ROWE PRICE LARGE/CAP GRW-I   2024-05-21 2024-12-11
10. INVESCO S&P 500 EQUAL WEIGHT ETF   2020-12-17 2024-12-11
7. ISHARES CORE S&P 500 ETF   2022-07-11 2024-12-11
41. ISHARES S&P MIDCAP 400 INDEX FUND   2022-03-11 2024-12-11
79.598 JOHCM INTERNATIONAL SEL-INST   2021-08-20 2024-12-11
45.662 LOOMIS SAYLES GROWTH-N2   2015-08-26 2024-12-11
27.839 T ROWE PRICE INTEGRATED U.S.   2020-11-13 2024-12-11
58.939 VANECK EMERGING MARKETS-Z   2021-08-20 2024-12-11
8. VANGUARD DIVIDEND APPREC ETF   2020-07-28 2024-12-11
21. VANGUARD INT DIV APP INDX FD   2022-07-11 2024-12-11
11.903 VANGUARD INST INDEX-INST   2024-10-24 2024-12-11
12. VANGUARD RUSSELL 1000 GROWTH ETF   2024-05-21 2024-12-11
15000. DISCOVERY COMMUN 3.950% 3/20/28   2019-04-03 2024-12-12
5000. U.S. TREASURY BONDS 2.875% 5/15/43   2017-09-28 2024-12-12
5000. U.S. TREASURY BONDS 2.875% 5/15/43   2017-09-28 2024-12-12
20000. U.S. TREASURY NOTES 4.000% 2/15/34   2024-03-15 2024-12-12
500.29 FHLMC SER 5296 CMO 5.000% 11/25/52   2024-02-16 2024-12-25
75000. U.S. TREASURY NOTES 4.250% 12/31/24     2024-12-31
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 26,348   26,638 -290
b 14,817   15,052 -235
c 24,481   24,893 -412
d 24,031   25,207 -1,176
e 20,228   25,005 -4,777
16,236   16,938 -702
10,015   10,122 -107
15,580   21,184 -5,604
39,150   40,235 -1,085
402   393 9
29,698   29,712 -14
22,568   23,847 -1,279
390   381 9
10,000   12,967 -2,967
121,000   155,767 -34,767
183,000   123,436 59,564
405   395 10
800   1,003 -203
800   596 204
700   658 42
1,200   1,136 64
1,200   1,009 191
1,500   1,326 174
1,800   1,548 252
1,700   1,555 145
1,000   963 37
1,654   1,318 336
2,715   1,940 775
1,654   1,449 205
1,300   1,704 -404
1,200   473 727
24,826   25,005 -179
800   808 -8
700   960 -260
1,278   1,016 262
1,153   954 199
887   688 199
1,022   976 46
7,905   11,015 -3,110
26,236   32,867 -6,631
25,000   25,000  
419   410 9
24,000   23,997 3
665   813 -148
600   430 170
580   519 61
950   896 54
950   767 183
1,200   1,033 167
1,400   1,186 214
1,350   1,207 143
817   759 58
1,348   1,049 299
2,260   1,552 708
1,331   1,139 192
1,050   1,321 -271
1,000   380 620
650   628 22
1,126   871 255
928   750 178
924   692 232
877   798 79
4,631   6,472 -1,841
433   423 10
450   574 -124
450   339 111
426   387 39
700   678 22
700   583 117
900   775 125
1,000   874 126
1,000   908 92
614   596 18
1,004   762 242
1,630   1,164 466
1,002   880 122
750   990 -240
700   279 421
500   498 2
5,000   6,976 -1,976
935   725 210
751   613 138
880   682 198
637   621 16
10,000   10,000  
10,981   13,438 -2,457
23,000   20,272 2,728
13,932   13,030 902
22,057   16,252 5,805
36,030   24,827 11,203
16,750   6,405 10,345
18,468   13,929 4,539
14,024   13,128 896
447   437 10
13,931   14,000 -69
50,000   50,000  
461   450 11
21,105   22,838 -1,733
23     23
29,072   35,155 -6,083
62,000   40,788 21,212
37,343   34,055 3,288
59,799   42,408 17,391
45,350   16,572 28,778
49,287   36,129 13,158
37,719   34,150 3,569
474   464 10
17,397   26,011 -8,614
11,634   11,390 244
13,937   13,983 -46
7,773   10,556 -2,783
9,261   13,479 -4,218
15,478   20,995 -5,517
47,000   47,000  
737   872 -135
850   716 134
1,038   849 189
1,450   1,420 30
1,577   1,183 394
2,000   1,603 397
2,050   1,889 161
1,500   972 528
947   836 111
1,446   1,016 430
3,538   2,328 1,210
2,250   1,812 438
1,500   2,047 -547
1,200   413 787
1,150   1,052 98
750   1,067 -317
1,186   871 315
1,383   1,159 224
4,877   4,783 94
1,004   887 117
487   476 11
48,000   48,000  
931   956 -25
1,000   791 209
1,210   979 231
1,750   1,681 69
1,974   1,442 532
2,400   1,944 456
2,450   2,245 205
1,800   1,264 536
1,155   975 180
1,836   1,270 566
4,277   2,715 1,562
2,721   2,122 599
1,900   2,518 -618
1,500   485 1,015
1,401   1,256 145
900   1,256 -356
1,613   987 626
1,771   1,431 340
5,974   5,694 280
1,284   1,064 220
14,343   14,824 -481
3,925   5,007 -1,082
3,925   5,007 -1,082
19,573   19,541 32
500   489 11
75,000   75,000  
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
      78,462
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       -290
b       -235
c       -412
d       -1,176
e       -4,777
      -702
      -107
      -5,604
      -1,085
      9
      -14
      -1,279
      9
      -2,967
      -34,767
      59,564
      10
      -203
      204
      42
      64
      191
      174
      252
      145
      37
      336
      775
      205
      -404
      727
      -179
      -8
      -260
      262
      199
      199
      46
      -3,110
      -6,631
       
      9
      3
      -148
      170
      61
      54
      183
      167
      214
      143
      58
      299
      708
      192
      -271
      620
      22
      255
      178
      232
      79
      -1,841
      10
      -124
      111
      39
      22
      117
      125
      126
      92
      18
      242
      466
      122
      -240
      421
      2
      -1,976
      210
      138
      198
      16
       
      -2,457
      2,728
      902
      5,805
      11,203
      10,345
      4,539
      896
      10
      -69
       
      11
      -1,733
      23
      -6,083
      21,212
      3,288
      17,391
      28,778
      13,158
      3,569
      10
      -8,614
      244
      -46
      -2,783
      -4,218
      -5,517
       
      -135
      134
      189
      30
      394
      397
      161
      528
      111
      430
      1,210
      438
      -547
      787
      98
      -317
      315
      224
      94
      117
      11
       
      -25
      209
      231
      69
      532
      456
      205
      536
      180
      566
      1,562
      599
      -618
      1,015
      145
      -356
      626
      340
      280
      220
      -481
      -1,082
      -1,082
      32
      11
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 181,737
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 4,192
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 4,192
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 4,192
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,596
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,692
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,288
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 2,096
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow2,096 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 arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowTRUIST BANK NA Telephone no.right arrow (304) 348-7271

Located atright arrowPO BOX 919798ORLANDOFL ZIP+4right arrow32891
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
TRUIST BANK N A TRUSTEE
12 		37,024    
PO BOX 919798
ORLANDO,FL32891
REV JOE SEESE COMMITTEE MEMBER
5 		300    
PO BOX 501
CLENDENIN,WV25045
MICHAEL B SISSON COMMITTEE MEMBER
4 		900    
204 NEW ENGLAND RIDGE
WASHINGTON,WV26181
Jeff Biddle COMMITTEE MEMBER
5 		900    
8 LOVELL DRIVE
CHARLESTON,WV25302
William Brown COMMITTEE MEMBER
5 		900    
3401 GRAND CENTRAL AVE
VIENNA,WV26105
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
6,109,014
b
Average of monthly cash balances.......................
1b
71,487
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,180,501
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
6,180,501
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
92,708
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,087,793
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
304,390
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
304,390
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,192
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,192
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
300,198
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
300,198
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
300,198
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
306,447
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
306,447
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 7 300,198
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...... 10,872
c From 2021...... 0
d From 2022...... 22,509
e From 2023...... 0
f Total of lines 3a through e ........ 33,381
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 306,447
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..... 300,198
e Remaining amount distributed out of corpus 6,249
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 39,630
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		39,630
10 Analysis of line 9:
a Excess from 2020.... 10,872
b Excess from 2021.... 0
c Excess from 2022.... 22,509
d Excess from 2023.... 0
e Excess from 2024.... 6,249
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).)
NA
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.
NA
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

WEST VIRIGINIA BAPTIST CONVENTION

PO BOX1019
PARKERSBURG,WV26102 		NONE PC BOBBY WOOD SCHOOL OF 73,950

ALEX DESHELTER CO CEDARVILLE UNIV

251 N MAIN ST
CEDARVILLE,OH45314 		NONE I SCHOLARSHIP 6,000

ANDREW KIDDLE CO EASTERN UNIVERSITY

1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 2,668

ANDREW MCDAVID CO EASTERN UNIVERSITY

1300 EAGLE RD
ST DAVIDS,PA19087 		NONE I SCHOLARSHIP 2,644

BRIAN SHIRAK CO EASTERN UNIVERSITY

1300 EAGLE RD
ST DAVIDS,PA19087 		NONE I SCHOLARSHIP 3,000

CASEY DAWSON CO EASTERN UNIVERSITY

1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 5,507

CALEB KUHL - GROVE CITY COLLEGE

100 CAMPUS DR
GROVE CITY,PA16127 		NONE I SCHOLARSHIP 3,000

CECILY THOMPSON CO EASTERN UNIVERSITY

1300 EAGLE RD
ST DAVIDS,PA19087 		NONE I SCHOLARSHIP 1,302

CHARLES K HINZMAN CO EASTERN UNIVERSIT

1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 3,439

CLAIRE COTTRILL CO EASTERN UNIVERSITY

1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 3,987

CLINTON TOMPKINS CO EASTERN UNIVERSITY

1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 3,000

COLE LINDER CO EASTERN UNIVERSITY

1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 4,122

DAVID SMITH
C/O BUCKHANNON FIRST BAPTIST
42 HART AVE
Buckhannon,WV26201 		NONE I SCHOLARSHIP 1,750

DAVID BUSH CO TALBOT SCHOOL OF
THEOLOGY
13800 BIOLA AVE
LA MIRADA,CA90639 		NONE I SCHOLARSHIP 1,500

DEB MYERS CO EASTERN UNIVERSITY

1300 EAGLE RD
ST DAVIDS,PA19087 		NONE I SCHOLARSHIP 3,000

DEVIN FREEMAN CO EASTERN UNIVERSITY

430 MORGANTOWN AVENUE
FAIRMONT,WV26554 		NONE I SCHOLARSHIP 7,800

DON DAGUE CO EASTERN UNIVERSITY

1300 EAGLE RD
ST DAVIDS,PA19087 		NONE I SCHOLARSHIP 3,000

EMILY FORDYCE CO EASTERN UNIVERSITY

1300 EAGLE RD
ST DAVIDS,PA19087 		NONE I SCHOLARSHIP 3,335

ETHAN STARCHER CO EASTERN UNIVERSITY

1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 702

EVAN ARKELL
C/O EASTERN UNIVERSITY
1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 5,450

FAITH BURRILL CO WV UNIVERSITY

PO BOX 6004
MORGANTOWN,WV26506 		NONE I SCHOLARSHIP 3,000

FIRST BAPTIST CHURCH WILLIAMSTOWN

P O BOX 38
WILLIAMSTOWN,WV26187 		NONE PC GENERAL OPERATING 3,400

JASON MARSHALL CO EASTERN UNIVERSITY

1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 3,541

JAMES TRUMAN CO EASTERN UNIVERSITY

1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 3,387

JACOB CAMPBELL - SOUTHERN BAPTIST
THEOLOGICAL SEMINARY
2825 LEXINGTON RD
LOUISVILLE,KY40280 		NONE I SCHOLARSHIP 1,050

JEFF FETTY CO EASTERN UNIVERSITY

1300 EAGLE RD
ST DAVIDS,PA19087 		NONE I SCHOLARSHIP 3,000

JILL NARRAWAY CO EASTERN UNIVERSITY

1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 3,278

JORDAN CASTO CO EASTERN UNIVERISTY

1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 4,232

JONATHAN BUTCHER CO EASTERN UNIVERSITY

1300 EAGLE RD
ST DAVIDS,PA19087 		NONE I SCHOLARSHIP 1,200

JOSHUA GILPIN CO EASTERN UNIVERSITY

1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 2,847

JOSHUA WEDDLE CO EASTERN UNIVERSITY

1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 1,302

JONATHAN BROOKS - LIBERTY UNIVERSITY
ONLINE
1971 UNIVERISTY BLVD
LYNCHBURG,VA24515 		NONE I SCHOLARSHIP 4,200

JUDITH BARLETT-TOMES CO EASTERN
UNIVERSITY
1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 1,375

KEITH MYERS - TALBOT SCHOOL OF THEOLOGY

13800 BIOLA AVE
LA MIRADA,CA90639 		NONE I SCHOLARSHIP 2,000

KIMBERLY CONRAD CO EASTERN
UNIVERSITY
1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 3,278

LUKE EASTER CO ROCKBRIDGE SEMINARY

3111E BATTLEFIELD ST
SPRINGFIELD,MO65804 		NONE I SCHOLARSHIP 500

MATHEW KEITH CO EASTERN UNIVERSITY

1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 600

MARK EVANS CO EASTERN UNIVERSITY

1300 EAGLE RD
ST SAINT DAVIDS,PA19087 		NONE I SCHOLARSHIP 2,502

MATT EASTER CO MT VERNON NAZARENE UNIV

800 MARTINSBURG RD
MOUNT VERNON,OH43050 		NONE I SCHOLARSHIP 6,000

OLIVIA TUNNELL CO EASTERN UNIVERSITY

1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 4,568

PHIL WAYMAN CO EASTERN UNIVERSITY

1300 EAGLE RD
SAINT DAVID,PA190873696 		NONE I SCHOLARSHIP 2,678

RACHEL ISABELL CO EASTERN UNIVERSITY

1300 EAGLE RD
ST DAVIDS,PA19087 		NONE I SCHOLARSHIP 3,102

RHONDA REED CO UNIV OF THE CUMBERLANDS

6190 COLLEGE STATION DRIVE
WILLIAMSBURG,KY40769 		NONE I SCHOLARSHIP 550

RICHARD T GODBY CO NORTHERN SEMINARY

410 WARRENVILLE ROAD STE 300
LISLE,IL60532 		NONE I SCHOLARSHIP 931

SARAH MATOS CO EASTERN UNIVERSITY

1300 EAGLE RD
ST DAVIDS,PA190873696 		NONE I SCHOLARSHIP 2,998

SCOTT MCCLURE CO EASTERN UNIVERSITY

1300 EAGLE RD
ST DAVIDS,PA19087 		NONE I SCHOLARSHIP 4,020

TONY FOREMAN CO FIRST BAPTIST CHURCH
WILLIAMSTOWN
PO BOX 38
WILLIAMSTOWN,WV26187 		NONE I SCHOLARSHIP 1,050

WILLIE WASHINGTON CO EASTERN UNIVERSITY

1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 600

MICHAEL HOWERTON CO EASTERN UNIVERSITY

1300 EAGLE RD
ST DAVIDS,PA19087 		NONE I SCHOLARSHIP 1,620

WILLIAM KNICELEY CO EASTERN UNIVERSITY

1300 EAGLE RD
ST DAVIDS,PA19087 		NONE I SCHOLARSHIP 600

ZACHARIAH TURLEY - LIBERTY UNIVERSITY

1971 UNIVERISTY BLVD
LYNCHBURG,VA24515 		NONE I SCHOLARSHIP 3,150

KELLY HENSLEY CO WV BAPTIST CONVENTION

PO BOX 1019
PARKERSBURG,WV26102 		NONE I SCHOLARSHIP 1,200

KOREEN VILLERS CO WV BAPTIST CONVENTION

PO BOX 1019
PARKERSBURG,WV26102 		NONE I SCHOLARSHIP 1,200

TROY NESSELRODE
C/O EASTERN UNIVERSITY
1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 1,200

KARLA CARR
C/O EASTERN UNIVERSITY
1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 2,002

JOSEPH ROGERS
C/O EASTERN UNIVERSITY
1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 102

SHELLY DAWSON
C/O EASTERN UNIVERSITY
1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 100

JOHN NESSELRODE
C/O EASTERN UNIVERSITY
1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 2,214

KRISTA DURDEN
C/O WV BAPTIST CONVENTIO N
1019 JULIANA ST
Parkersburg,WV26101 		NONE I SCHOLARSHIP 1,200

MICHELLE DAWSON
C/O EASTERN UNIVERSITY
1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 5,407

JUSTIN BLANKENSHIP
C/O EASTERN UNIVERSITY
1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 2,772

SARA McCLURE
C/O EASTERN UNIVERSITY
1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 1,390

DAVIN GEORGE
C/O EASTERN UNIVERSITY
1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 3,387

BRIAN McCLURE
C/O EASTERN UNIVERSITY
1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 1,390

JAKE HENLEY
C/O EASTERN UNIVERSITY
1300 EAGLE RD
SAINT DAVIDS,PA190873696 		NONE I SCHOLARSHIP 3,000
Total .................................right arrow 3a 242,279
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 ....     14 140,224  
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 ............ 		    18 181,737  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    15 1,529  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   323,490  
13Total. Add line 12, columns (b), (d), and (e)..................
13
323,490
(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:
FRANKLIN W & HELEN S BOWEN CHARITABLE TRUST
EIN:
25-6091907
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,500     2,500

TY 2024 InvestmentsCorpBondsSchedule
Name:
FRANKLIN W & HELEN S BOWEN CHARITABLE TRUST
EIN:
25-6091907
Name of Bond End of Year Book Value End of Year Fair Market Value
20772KJX8 CONNECTICUT STATE    
29270CUZ6 ENERGY N W WASHINGTO    
73358WAJ3 PORT AUTH OF NEW YOR 45,029 42,368
80036RBK5 SANDY SPRINGS GEORGI 25,037 21,808
86481ABL7 SUFFOLK VIRGINIA 25,000 19,174
91412GXQ3 UNIV OF CALIFORNIA R    
92818NGP7 VIRGINIA STATE RESOU 25,000 23,578
977100HC3 WISCONSIN STATE GEN 25,000 22,254
025537AJ0 AMERICAN ELECTRIC PO 24,958 23,955
05526DAZ8 BAT CAPITAL CORP    
06051GJM2 BANK OF AMERICA CORP 16,573 11,691
084664BV2 BERKSHIRE HATHAWAY F 13,550 11,249
126650DP2 CVS HEALTH CORP    
14040HBG9 CAPITAL ONE FINANCIA    
142339AG5 CARLISLE COS INC    
172967HT1 CITIGROUP INC    
22822VAR2 CROWN CASTLE INTL CO    
25470DAR0 DISCOVERY COMMUNICAT    
29364WBD9 ENTERGY LOUISIANA LL 16,817 11,680
437076CC4 HOME DEPOT INC 22,656 18,698
46625HJB7 JPMORGAN CHASE & CO 27,348 23,220
49446RAM1 KIMCO REALTY CORP 22,298 18,619
49456BAP6 KINDER MORGAN INC 10,867 10,795
59156RBG2 METLIFE INC 27,407 22,698
6174468C6 MORGAN STANLEY    
67066GAF1 NVIDIA CORP 25,601 23,827
717081EU3 PFIZER INC 14,805 12,651
74456QCD6 PUBLIC SERVICE ELECT 16,786 11,584
816851BH1 SEMPRA ENERGY 14,152 11,571
824348AW6 SHERWIN-WILLIAMS CO    
913017CY3 RTX CORPORATION 25,074 23,360
949746SH5 WELLS FARGO & COMPAN    
06367WMQ3 BANK OF MONTREAL    
822582CD2 SHELL INTERNATIONAL    
961214DF7 WESTPAC BANKING CORP 26,047 24,606
20030NDM0 COMCAST CORP 27,758 23,420
3135G05Q2 FEDERAL NATIONAL MOR 50,491 45,414
3135G0ZR7 FEDERAL NATIONAL MOR    
59261AG76 MET TRANSPRTN AUTH N    
69121KAE4 OWL ROCK CAPITAL COR 24,404 23,253
693475AX3 PNC FINANCIAL SERVIC 24,524 23,249
7591EPAT7 REGIONS FINANCIAL CO 26,739 24,049
806854AJ4 SCHLUMBERGER INVT 27,006 24,062
912810RB6 UNITED STATES TREASU 42,990 34,084
912810RK6 UNITED STATES TREASU    
912810SP4 UNITED STATES TREASU 41,679 34,133
9128282A7 UNITED STATES TREASU 74,204 71,796
912828B25 UNITED STATES TREASU    
912828J27 UNITED STATES TREASU 20,140 19,943
00914AAS1 AIR LEASE CORP 27,175 23,861
052430TN5 AUSTIN TEXAS INDEP S 37,178 35,321
59333FZC7 MIAMI-DADE CNTY FLOR 24,688 19,585
828807CS4 SIMON PROPERTY GROUP    
912810RP5 UNITED STATES TREASU 60,718 52,637
9128286B1 UNITED STATES TREASU 29,569 28,048
00287YBD0 ABBVIE INC 16,959 16,163
21871XAS8 COREBRIDGE FINANCIAL 24,952 25,466
26441CBL8 DUKE ENERGY CORP 7,406 7,684
30303M8N5 META PLATFORMS INC 24,548 25,035
65339KCP3 NEXTERA ENERGY CAPIT 20,108 20,586
67103HAG2 O'REILLY AUTOMOTIVE 24,353 24,545
808513CG8 SCHWAB CHARLES CORP 23,969 24,409
87264AAX3 T-MOBILE USA INC 11,400 12,135
91282CFV8 UNITED STATES TREASU 146,699 141,421
971697KM8 WILMINGTON NORTH CAR 29,248 29,777
054989AB4 BAT CAPITAL CORP 24,118 23,253
172967LP4 CITIGROUP INC 23,187 23,248
337738AV0 FISERV INC 23,389 22,860
37045XEP7 GENERAL MOTORS FINL 23,012 23,333
50077LAZ9 KRAFT HEINZ FOODS CO 11,393 11,112
61747YFD2 MORGAN STANLEY 24,240 24,068
822905AF2 SHELL FINANCE US INC 24,866 24,221
89352HAD1 TRANS-CANADA PIPELIN 17,813 17,514
91282CGG0 UNITED STATES TREASU 49,991 49,989
95000U3D3 WELLS FARGO & COMPAN 22,366 22,744

TY 2024 InvestmentsOtherSchedule2
Name:
FRANKLIN W & HELEN S BOWEN CHARITABLE TRUST
EIN:
25-6091907
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
277902235 EATON VANCE ATLANTA AT COST 195,421 227,800
87283A102 T. ROWE PRICE QM US AT COST 103,073 120,121
921075438 VANECK EMERGING MARK      
46137V357 INVESCO S&P 500 EQUA AT COST 124,939 172,426
464287507 ISHARES CORE S&P MID AT COST 171,580 260,892
921908844 VANGUARD DIVIDEND AP AT COST 90,590 143,739
0075W0759 EDGEWOOD GROWTH FD AT COST 65,679 73,474
233203371 DFA INTERNATIONAL CO AT COST 172,389 172,950
41664T669 HARTFORD DIVIDEND & AT COST 118,103 161,771
46653M849 JOHCM INTERNATIONAL AT COST 223,860 179,072
85917K744 STERLING CAPITAL QUA AT COST 799,898 737,892
00771X419 GQG PARTNERS EMERGIN AT COST 80,703 98,438
040337842 ARIEL FD AT COST 96,922 107,085
233203843 DFA US SMALL CAP POR AT COST 145,550 186,434
38147N269 GOLDMAN SACHS GQG PA AT COST 200,962 223,823
464287200 ISHARES CORE S&P 500 AT COST 254,091 385,585
543488845 LOOMIS SAYLES GROWTH AT COST 49,830 139,081
921946810 VANGUARD INTERNATION AT COST 142,232 166,939
922040100 VANGUARD INSTL INDEX AT COST 544,455 588,059
3137H9SN0 FEDERAL HOME LOAN MO AT COST 46,256 46,366
38384BAG6 GOVERNMENT NATIONAL AT COST 52,241 52,405
45775L408 T ROWE PRICE LARGE-C AT COST 100,785 109,071
92107P889 VANECK EMERGING MARK AT COST 110,166 84,086
92206C680 VANGUARD RUSSELL 100 AT COST 100,410 116,936

TY 2024 OtherDecreasesSchedule
Name:
FRANKLIN W & HELEN S BOWEN CHARITABLE TRUST
EIN:
25-6091907
Description Amount
2024 TRANSACTIONS POSTED IN 2025 2,865
AI EFFECTIVE AFTER TAX YEAR 1,398
MUTUAL FUND EARNINGS 3
ACCRUED INTEREST PAID 3
WASH SALES ADJUSTMENT 1,083
ROUNDING 12


TY 2024 OtherExpensesSchedule
Name:
FRANKLIN W & HELEN S BOWEN CHARITABLE TRUST
EIN:
25-6091907
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER MISC EXPENSES 876 0   876


TY 2024 OtherIncomeSchedule2
Name:
FRANKLIN W & HELEN S BOWEN CHARITABLE TRUST
EIN:
25-6091907
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 1,529 0  


TY 2024 OtherIncreasesSchedule
Name:
FRANKLIN W & HELEN S BOWEN CHARITABLE TRUST
EIN:
25-6091907
Description Amount
2023 TRANSACTIONS POSTED IN 2024 2,571
AI EFFECTIVE BEFORE TAX YEAR 521
COST BASIS ADJUSTMENT 75


TY 2024 OtherProfessionalFeesSchedule
Name:
FRANKLIN W & HELEN S BOWEN CHARITABLE TRUST
EIN:
25-6091907
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 2,205     2,205


TY 2024 TaxesSchedule
Name:
FRANKLIN W & HELEN S BOWEN CHARITABLE TRUST
EIN:
25-6091907
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER TAXES PAYROLL 11,162 0   11,162
FOREIGN TAXES ON QUALIFIED 1,791 1,791   0
FOREIGN TAXES ON NONQUALIFIED 85 85   0