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 04-01-2024 , and ending 03-31-2025
Name of foundation
ANGELICA MUNS CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 11647
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM, AL35202
A Employer identification number

61-6377307
B Telephone number (see instructions)

(205) 820-3141
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$762,399J 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... 25,991 25,991  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 34,662
b Gross sales price for all assets on line 6a 406,300
7 Capital gain net income (from Part IV, line 2)... 34,662
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 60,653 60,653  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 11,601 9,281   2,320
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
1,000 0 0 1,000
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
641 349   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,242 9,630 0 3,320
25 Contributions, gifts, grants paid....... 33,056 33,056
26 Total expenses and disbursements. Add lines 24 and 25 46,298 9,630 0 36,376
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 14,355
b Net investment income (if negative, enter -0-) 51,023
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......... 39,325 9,802 9,802
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).......      
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).......... 654,548 Click to see attachment
List of Attached Documents:
// Content
698,007 		752,597
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) 693,873 707,809 762,399
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........ 693,873 707,809
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)..... 693,873 707,809
30 Total liabilities and net assets/fund balances (see instructions). 693,873 707,809
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
693,873
2
Enter amount from Part I, line 27a .....................
2
14,355
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
708,228
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
419
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
707,809
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 5. CME GROUP INC   2023-01-20 2024-05-07
b 24. COCA-COLA CO/THE   2020-05-22 2024-05-07
c 1. MICROSOFT CORP COM   2023-01-23 2024-05-07
d 24. NEWMONT MINING CORP NEW   2023-12-04 2024-05-07
e 17. STARBUCKS CORP   2023-12-04 2024-05-07
2. WASTE MGMT INC DEL COM   2017-08-29 2024-05-07
6. CME GROUP INC   2023-01-20 2024-09-12
10. GENUINE PARTS CO   2020-05-22 2024-09-12
8. HONEYWELL INTL INC   2020-04-03 2024-09-12
70.876 BROWN ADVISORY FDS   2023-07-26 2024-09-27
69.739 DIAMOND HILL FDS   2023-07-26 2024-09-27
666. TORTOISE NORTH AMERICAN PIPE   2022-06-06 2024-09-27
15.017 VANGUARD 500 INDEX-ADM   2018-09-06 2024-09-27
1393.661 HARDING LOEVNER FDS INC   2023-08-09 2024-10-09
1391.804 AMERICAN BEACON FDS   2021-03-04 2024-10-29
4. FIDELITY NATL INFORMATION SVCS INC   2024-09-27 2024-12-03
8. FIDELITY NATL INFORMATION SVCS INC   2022-10-20 2024-12-03
1. LILLY ELI & CO   2017-08-29 2024-12-03
1. UNITEDHEALTH GROUP INC   2021-12-10 2024-12-03
1. EVEREST RE GROUP LTD   2024-09-27 2024-12-03
4. EVEREST RE GROUP LTD   2022-10-20 2024-12-03
9. LYONDELLBASELL INDU-CL A   2020-05-22 2024-12-03
13. AT&T INC   2024-09-27 2024-12-05
12. AT&T INC   2022-06-06 2024-12-05
2. ALLIANT ENERGY CORP   2024-09-27 2024-12-05
1. ALLIANT ENERGY CORP   2017-08-29 2024-12-05
148.735 BLACKROCK FDS   2020-08-13 2024-12-05
46.561 BROWN ADVISORY FDS   2023-07-26 2024-12-05
2. CHEVRON CORP   2024-09-27 2024-12-05
6. COMCAST CORP NEW   2024-09-27 2024-12-05
3. COMCAST CORP NEW   2023-01-20 2024-12-05
2. CONOCOPHILLIPS   2024-05-07 2024-12-05
3. CROWN CASTLE INTL CORP NEW   2021-12-08 2024-12-05
1. DARDEN RESTAURANTS INC   2024-09-27 2024-12-05
62.637 DIAMOND HILL FDS   2018-09-06 2024-12-05
9. EXELON CORP   2024-09-27 2024-12-05
2. EXELON CORP   2022-02-04 2024-12-05
7. EXXON MOBIL CORP   2024-09-27 2024-12-05
9. FIFTH THIRD BANCORP   2024-12-03 2024-12-05
1. GALLAGHER ARTHUR J & CO   2017-08-29 2024-12-05
2. HERSHEY CO   2024-09-27 2024-12-05
1. HOME DEPOT INC   2018-09-06 2024-12-05
140. ISHARES CORE S&P MIDCAP ETF   2024-09-27 2024-12-05
75. ISHARES CORE S&P SMALL-CAP E   2024-09-27 2024-12-05
1337. ISHARES TR   2023-08-09 2024-12-05
22. ISHARES INC   2022-06-06 2024-12-05
2. JPMORGAN CHASE & CO   2024-09-27 2024-12-05
7. JPMORGAN CHASE & CO   2017-08-29 2024-12-05
119.896 JPMORGAN TR I   2018-09-06 2024-12-05
9. KEURIG DR PEPPER INC   2024-09-27 2024-12-05
4. MCCORMICK & CO INC NON-VOTING   2024-09-27 2024-12-05
1. MCDONALDS CORP   2022-10-20 2024-12-05
2.99963 MERCK & CO INC   2024-09-12 2024-12-05
1.00037 MERCK & CO INC   2024-09-12 2024-12-05
1. METLIFE INC COM   2024-09-27 2024-12-05
2. METLIFE INC COM   2020-05-22 2024-12-05
2. MICROCHIP TECHNOLOGY INC   2024-05-07 2024-12-05
5. MONDELEZ INTL INC   2024-09-27 2024-12-05
4. NEXTERA ENERGY INC   2024-09-27 2024-12-05
2. NEXTERA ENERGY INC   2023-05-23 2024-12-05
1. PNC BANK CORP   2024-09-27 2024-12-05
1. PNC BANK CORP   2023-01-20 2024-12-05
1. PACKAGING CORP AMER   2021-08-20 2024-12-05
1. QUALCOMM INC   2017-08-29 2024-12-05
5. SYSCO CORP   2024-09-27 2024-12-05
2. TJX COMPANIES INC   2024-09-27 2024-12-05
2. TJX COMPANIES INC   2021-01-20 2024-12-05
1. T -MOBILE US INC   2024-09-27 2024-12-05
2. UNION PAC CORP   2024-09-27 2024-12-05
762. VANGUARD FTSE DEVELOPED ETF   2024-10-09 2024-12-05
9.462 VANGUARD 500 INDEX-ADM   2018-09-06 2024-12-05
9. VERIZON COMMUNICATIONS COM   2021-08-09 2024-12-05
5. WALMART STORES INC COM   2024-09-27 2024-12-05
2. WALMART STORES INC COM   2017-08-29 2024-12-05
2. WASTE MGMT INC DEL COM   2024-09-27 2024-12-05
5. XCEL ENERGY INC   2023-01-20 2024-12-05
1752.699 ABBEY CAP FUTURES STRAT-I   2024-12-05 2025-01-16
3. GENERAL DYNAMICS CORP   2019-08-29 2025-01-17
6. HERSHEY CO   2024-01-24 2025-01-17
5. HERSHEY CO   2020-05-22 2025-01-17
1. LILLY ELI & CO   2017-08-29 2025-01-17
3. MERCK & CO INC   2024-09-27 2025-01-17
7. CHUBB LIMITED COM   2020-05-22 2025-01-17
381.142 AMERICAN BEACON FDS   2025-01-16 2025-02-05
465.193 ARTISAN PARTNERS FDS INC   2024-12-05 2025-02-05
1742.619 BAIRD FDS INC   2024-12-05 2025-02-05
1145.879 BAIRD FDS INC   2023-11-29 2025-02-05
226.203 BLACKROCK FDS   2020-08-13 2025-02-05
172.609 BROWN ADVISORY FDS   2023-07-26 2025-02-05
167.092 CALAMOS INVT TR NEW   2024-12-05 2025-02-05
385.236 CALAMOS INVT TR NEW   2018-09-06 2025-02-05
279.366 DIAMOND HILL FDS   2020-08-07 2025-02-05
2426.829 FIDELITY SALEM STR TR   2024-12-05 2025-02-05
1520.823 FIDELITY SALEM STR TR   2023-11-29 2025-02-05
136.924 GMO TR   2021-05-20 2025-02-05
207.524 JPMORGAN TR I   2018-09-06 2025-02-05
293.272 JPMORGAN TR I   2023-10-26 2025-02-05
1029.569 JPMORGAN TR II   2024-12-05 2025-02-05
665.969 JPMORGAN TR II   2023-11-29 2025-02-05
416.934 BRNDYWNGLBL HIGH YLD-IS   2024-12-05 2025-02-05
37.443 ABSOLUTE CONVERT ARBIT-INST   2024-12-05 2025-02-05
227.611 ABSOLUTE CONVERT ARBIT-INST   2023-07-17 2025-02-05
8.65 VANGUARD MALVERN FDS   2024-12-05 2025-02-06
165.679 VANGUARD MALVERN FDS   2020-06-26 2025-02-06
1168.552 BAIRD FDS INC   2023-11-29 2025-03-06
21.086 FIDELITY SALEM STR TR   2023-11-29 2025-03-06
56.796 VANGUARD MALVERN FDS   2024-12-05 2025-03-06
131.741 VANGUARD MALVERN FDS   2022-06-07 2025-03-06
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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 1,039   875 164
b 1,495   1,081 414
c 412   244 168
d 991   976 15
e 1,225   1,662 -437
421   154 267
1,296   1,050 246
1,345   772 573
1,618   1,021 597
3,983   3,179 804
2,543   2,088 455
20,780   17,817 2,963
7,951   4,005 3,946
39,413   31,853 7,560
14,071   15,672 -1,601
340   335 5
681   613 68
811   79 732
607   475 132
387   392 -5
1,547   1,092 455
732   546 186
307   284 23
283   252 31
123   121 2
61   43 18
2,222   2,082 140
2,786   2,088 698
318   307 11
256   251 5
128   117 11
209   247 -38
309   555 -246
171   168 3
2,345   1,716 629
341   365 -24
76   87 -11
803   792 11
422   417 5
306   58 248
353   385 -32
427   207 220
9,398   8,767 631
9,450   8,792 658
38,513   40,483 -1,970
1,207   1,155 52
491   421 70
1,719   638 1,081
4,084   2,406 1,678
295   340 -45
308   336 -28
295   250 45
304   345 -41
101   115 -14
85   82 3
171   67 104
122   185 -63
315   375 -60
303   338 -35
152   149 3
208   184 24
208   154 54
242   148 94
163   52 111
399   386 13
251   235 16
251   137 114
242   203 39
470   495 -25
38,657   39,533 -876
5,316   2,524 2,792
385   485 -100
473   401 72
189   53 136
448   414 34
353   342 11
19,385   19,367 18
803   568 235
917   1,145 -228
764   653 111
740   79 661
297   344 -47
1,916   893 1,023
3,716   3,846 -130
4,270   4,223 47
16,991   17,235 -244
11,172   10,942 230
3,418   3,167 251
9,797   7,742 2,055
2,513   2,520 -7
5,794   5,181 613
9,412   7,270 2,142
17,400   17,619 -219
10,904   10,707 197
3,308   3,541 -233
6,977   4,165 2,812
3,361   3,370 -9
7,403   7,495 -92
4,788   4,695 93
4,336   4,271 65
423   432 -9
2,574   2,488 86
205   206 -1
3,918   4,424 -506
11,475   11,158 317
152   148 4
1,343   1,354 -11
3,116   2,992 124
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      1,311
      1,311
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       164
b       414
c       168
d       15
e       -437
      267
      246
      573
      597
      804
      455
      2,963
      3,946
      7,560
      -1,601
      5
      68
      732
      132
      -5
      455
      186
      23
      31
      2
      18
      140
      698
      11
      5
      11
      -38
      -246
      3
      629
      -24
      -11
      11
      5
      248
      -32
      220
      631
      658
      -1,970
      52
      70
      1,081
      1,678
      -45
      -28
      45
      -41
      -14
      3
      104
      -63
      -60
      -35
      3
      24
      54
      94
      111
      13
      16
      114
      39
      -25
      -876
      2,792
      -100
      72
      136
      34
      11
      18
      235
      -228
      111
      661
      -47
      1,023
      -130
      47
      -244
      230
      251
      2,055
      -7
      613
      2,142
      -219
      197
      -233
      2,812
      -9
      -92
      93
      65
      -9
      86
      -1
      -506
      317
      4
      -11
      124
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 34,662
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) 1 709
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........................... 3 709
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- ..... 5 709
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 248
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.............. 7 248
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 9 461
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowREGIONS BANK TRUST DEPT Telephone no.right arrow (205) 820-3141

Located atright arrow250 RIVERCHASE PARKWAY EASTBIRMINGHAMAL ZIP+4right arrow35244
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
REGIONS BANK TRUSTEE
1 		11,601    
250 RIVERCHASE PARKWAY EAST
BIRMINGHAM,AL35244
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
746,042
b
Average of monthly cash balances.......................
1b
27,118
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
773,160
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
773,160
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
11,597
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
761,563
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
38,078
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
38,078
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
709
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
709
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
37,369
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
37,369
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
37,369
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
36,376
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
36,376
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 37,369
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 33,056
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$ 36,376
a Applied to 2023, but not more than line 2a 33,056
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..... 3,320
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 .......... 		34,049
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or 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

THE COMMUNITY FOUNDATION FOR
OCALA MARION COUNTY INC
324 SE 24TH ST
OCALA,FL344715362 		NONE PC GENERAL OPERATING 33,056
Total .................................right arrow 3a 33,056
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 25,991  
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 34,662  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   60,653  
13Total. Add line 12, columns (b), (d), and (e)..................
13
60,653
(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:
ANGELICA MUNS CHARITABLE TRUST
EIN:
61-6377307
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

TY 2024 InvestmentsOtherSchedule2
Name:
ANGELICA MUNS CHARITABLE TRUST
EIN:
61-6377307
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
018802108 ALLIANT ENERGY CORP AT COST 1,152 1,544
191216100 COCA-COLA CO/THE      
30231G102 EXXON MOBIL CORP AT COST 3,882 5,709
H1467J104 CHUBB LTD      
166764100 CHEVRON CORP NEW AT COST 2,137 3,179
594918104 MICROSOFT CORP AT COST 5,073 6,382
65339F101 NEXTERA ENERGY INC AT COST 2,250 2,906
N53745100 LYONDELLBASELL INDU-      
128119880 CALAMOS INVT TR NEW      
46625H100 JPMORGAN CHASE & CO AT COST 5,674 6,623
09247X101 BLACKROCK INC      
92343V104 VERIZON COMMUNICATIO AT COST 3,147 3,130
931142103 WAL MART STORES INC AT COST 2,427 4,302
363576109 GALLAGHER ARTHUR J & AT COST 1,783 4,488
46637K265 JPMORGAN TR I AT COST 16,410 25,797
922908710 VANGUARD INDEX FDS AT COST 35,996 43,295
94106L109 WASTE MGMT INC DEL AT COST 1,743 3,473
57071854 BAIRD AGGREGATE BOND AT COST 66,187 68,136
20030N101 COMCAST CORP NEW AT COST 2,199 2,288
437076102 HOME DEPOT INC AT COST 1,652 2,199
532457108 LILLY ELI & CO AT COST 923 1,652
58933Y105 MERCK & CO INC NEW AT COST 1,552 2,154
747525103 QUALCOMM INC AT COST 331 614
59156R108 METLIFE INC AT COST 1,179 1,847
478160104 JOHNSON & JOHNSON AT COST 4,043 4,478
48121L114 JPMORGAN TR I AT COST 12,212 12,190
871829107 SYSCO CORP AT COST 2,432 2,476
316773100 FIFTH THIRD BANCORP AT COST 2,813 2,862
H84989104 TE CONNECTIVITY LTD      
20825C104 CONOCOPHILLIPS AT COST 1,647 2,100
882508104 TEXAS INSTRS INC AT COST 989 1,438
369550108 GENERAL DYNAMICS COR AT COST 1,072 1,635
443510607 HUBBELL INC AT COST 1,057 1,324
00287Y109 ABBVIE INC AT COST 3,539 4,190
31635T807 FIDELITY SALEM STR T AT COST 77,443 79,533
24525669 AMERICAN BEACON AHL M AT COST 15,609 14,681
09258N570 BLACKROCK FDS AT COST 11,314 12,089
30161N101 EXELON CORP AT COST 2,506 3,502
25264S676 DIAMOND HILL FDS      
907818108 UNION PAC CORP AT COST 3,518 3,780
872540109 TJX COS INC NEW AT COST 2,692 3,776
922020813 VANGUARD MALVERN FDS AT COST 6,396 6,769
427866108 HERSHEY CO      
438516106 HONEYWELL INTL INC      
372460105 GENUINE PARTS CO      
412295107 HARDING LOEVNER FDS      
91324P102 UNITEDHEALTH GROUP I AT COST 1,769 2,619
00206R102 AT&T INC AT COST 3,565 4,977
12572Q105 CME GROUP INC      
464287507 ISHARES TR AT COST 35,376 37,402
46434G103 ISHARES INC AT COST 41,122 42,043
863667101 STRYKER CORP AT COST 1,906 2,606
609207105 MONDELEZ INTL INC AT COST 2,512 2,646
362014193 GMO TR AT COST 12,957 12,271
464288448 ISHARES TR      
4812C0134 JPMORGAN TR II AT COST 33,128 34,021
695156109 PACKAGING CORP AMER AT COST 1,816 2,178
22822V101 CROWN CASTLE INTL CO AT COST 3,515 2,918
693475105 PNC FINL SVCS GROUP AT COST 2,691 2,812
98389B100 XCEL ENERGY INC AT COST 2,952 3,186
G3223R108 EVEREST RE GROUP LTD      
56167N720 TORTOISE NORTH AMERI      
580135101 MC DONALDS CORPORATI AT COST 2,662 3,124
31620M106 FIDELITY NATL INFORM AT COST 2,035 2,016
464287804 ISHARES TR AT COST 37,986 36,495
04314H568 ARTISAN PARTNERS FDS AT COST 10,992 11,077
115233207 BROWN ADVISORY FDS      
237194105 DARDEN RESTAURANTS I AT COST 2,570 3,116
52472T718 BRNDYWNGLBL HIGH YLD AT COST 10,926 10,980
651639106 NEWMONT CORP      
855244109 STARBUCKS CORP      
872590104 T -MOBILE US INC AT COST 2,644 4,001
90470L360 ABSOLUTE CONVERT ARB AT COST 11,793 12,333
020002101 ALLSTATE CORP AT COST 2,604 2,692
09290D101 BLACKROCK INC AT COST 1,841 2,839
128120342 CALAMOS MRKT NEU INC AT COST 26,794 30,545
46432F842 ISHARES TR AT COST 105,352 106,893
49271V100 KEURIG DR PEPPER INC AT COST 2,343 2,430
539830109 LOCKHEED MARTIN CORP AT COST 2,733 2,234
579780206 MC CORMICK & CO INC AT COST 2,749 2,799
595017104 MICROCHIP TECHNOLOGY AT COST 2,450 1,694
693390882 PIMCO FDS PAC INVT M AT COST 16,086 16,152
G1151C101 ACCENTURE PLC-CL A AT COST 3,723 3,120
G87052109 TE CONNECTIVITY PLC AT COST 1,436 1,837

TY 2024 OtherDecreasesSchedule
Name:
ANGELICA MUNS CHARITABLE TRUST
EIN:
61-6377307
Description Amount
MUTUAL FIND TIMING DIFFERENCE 26
COST BASIS ADJ 393


TY 2024 TaxesSchedule
Name:
ANGELICA MUNS CHARITABLE TRUST
EIN:
61-6377307
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 266 266   0
FEDERAL TAX PAYMENT - PRIOR YE 44 0   0
FEDERAL ESTIMATES - PRINCIPAL 248 0   0
FOREIGN TAXES ON NONQUALIFIED 83 83   0