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 05-01-2024 , and ending 04-30-2025
Name of foundation
THE WILLIAM C BANNERMAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)9255 SUNSET BLVD SUITE 400
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WEST HOLLYWOOD, CA90069
A Employer identification number

95-6061353
B Telephone number (see instructions)

(310) 273-9933
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$10,785,851J 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 24,369 24,369  
4 Dividends and interest from securities... 142,986 142,986  
5a Gross rents............ 499,179 499,179  
b Net rental income or (loss) 255,113
6a Net gain or (loss) from sale of assets not on line 10 366,982
b Gross sales price for all assets on line 6a 917,889
7 Capital gain net income (from Part IV, line 2)... 366,982
8 Net short-term capital gain.........  
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........ 1,033,516 1,033,516  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 75,000 7,500   67,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 5,684 568   5,116
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
235 235   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,025 6,425   8,600
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
26,278 26,278   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,219 659   5,265
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
545 545  
20 Occupancy.............. 25,559 0   0
21 Travel, conferences, and meetings....... 1,826 0   1,826
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
255,298 244,128   10,739
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 413,669 286,338   99,046
25 Contributions, gifts, grants paid....... 442,000 442,000
26 Total expenses and disbursements. Add lines 24 and 25 855,669 286,338   541,046
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 177,847
b Net investment income (if negative, enter -0-) 747,178
c Adjusted net income (if negative, enter -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............. 51,552 87,248 87,248
2 Savings and temporary cash investments......... 840,119 1,256,827 1,256,827
3 Accounts receivable right arrow38,164
Less: allowance for doubtful accounts right arrow   36,216 38,164 38,164
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 arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 859,977 Click to see attachment
List of Attached Documents:
// Content
444,415 		449,760
b Investments—corporate stock (attach schedule)....... 1,179,801 Click to see attachment
List of Attached Documents:
// Content
1,178,516 		1,834,235
c Investments—corporate bonds (attach schedule)....... 1,325,604 Click to see attachment
List of Attached Documents:
// Content
1,404,525 		1,363,438
11 Investments—land, buildings, and equipment: basis right arrow1,333,971
Less: accumulated depreciation (attach schedule) right arrow989,352 345,164 Click to see attachment
List of Attached Documents:
// Content
344,619 		5,700,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 10,075 Click to see attachment
List of Attached Documents:
// Content
70,075 		56,179
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,515 		Click to see attachment
List of Attached Documents:
// Content
2,515 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,651,023 4,826,904 10,785,851
Liabilities 17 Accounts payable and accrued expenses.......... 1,447 1,164
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) Click to see attachment
List of Attached Documents:
// Content
37,515 		Click to see attachment
List of Attached Documents:
// Content
34,985
23 Total liabilities (add lines 17 through 22)......... 38,962 36,149
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........ 6,948,725 6,948,725
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -2,336,664 -2,157,970
29 Total net assets or fund balances (see instructions)..... 4,612,061 4,790,755
30 Total liabilities and net assets/fund balances (see instructions). 4,651,023 4,826,904
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
4,612,061
2
Enter amount from Part I, line 27a .....................
2
177,847
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
847
4
Add lines 1, 2, and 3 ..........................
4
4,790,755
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,790,755
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 CME GROUP INC P 2018-05-01 2024-07-31
b CME GROUP INC P 2019-04-02 2024-07-31
c LOWES COMPANIES INC P 2021-01-06 2024-07-30
d LOWES COMPANIES INC P 2021-06-11 2024-07-30
e EDWARDS LIFESCIENCES CORP P 2019-05-02 2024-09-04
HOME DEPOT INC P 2022-02-28 2024-11-22
PROGRESSIVE CORP P 2022-03-10 2024-11-22
ALPHABET INC P 2019-06-10 2024-12-12
ALPHABET INC P 2016-01-19 2024-12-13
ALPHABET INC P 2016-01-19 2024-12-13
ALPHABET INC P 2016-02-05 2024-12-13
ALPHABET INC P 2016-02-05 2024-12-13
ALPHABET INC P 2016-06-23 2024-12-13
ALPHABET INC P 2016-06-23 2024-12-13
ALPHABET INC P 2017-03-08 2024-12-13
ALPHABET INC P 2017-03-08 2024-12-13
INTUIT CO P 2019-09-16 2025-01-28
FISERV INC P 2018-02-05 2025-01-31
FISERV INC P 2019-05-02 2025-01-31
THERMO FISHER SCIENTIFIC INC P 2023-09-21 2025-01-30
PROGRESSIVE CORP P 2022-03-10 2025-01-13
PROGRESSIVE CORP P 2022-03-10 2025-01-13
PROGRESSIVE CORP P 2022-07-27 2025-01-13
INTUIT CO P 2019-05-02 2025-02-12
UNITED HEALTH GROUP INC P 2021-06-11 2025-03-06
VANGUARD DIVIDEND APPRECIATION ETF P 2009-05-29 2025-04-16
VANGUARD DIVIDEND APPRECIATION ETF P 2010-08-18 2025-04-16
ADOBE SYSTEMS INC P 2023-08-21 2024-05-02
NIKE INC P 2024-04-08 2024-09-24
MILLROSE PROPERTYS INC P 2025-02-07 2025-03-20
BANK OF AMERICA CORP P 2025-01-13 2025-04-03
CME GROUP INC P 2021-06-11 2024-07-31
GLAXOSMITHKLINE CAP 3.0% 6/1/24 P 2020-05-28 2024-06-01
MARSH & MCLENNAN CO 3.5% 6/3/24 P 2019-09-13 2024-06-03
EASTMAN CHEMICAL CO 3.8% 3/15/25 P 2019-07-02 2024-08-14
EASTMAN CHEMICAL CO 3.8% 3/15/25 P 2019-07-02 2024-08-14
MCCORMICK & CO INC 3.15% 8/15/24 P 2021-04-22 2024-08-15
ORACLE CORP 2.95% 11/15/24 P 2021-02-26 2024-09-26
LABORATORY CORP AMER 3.25% 9/1/24 P 2021-04-26 2024-09-03
AMERIPRISE FINANCIAL INC 3.7% 10/15/24 P 2020-06-08 2024-10-15
EQUIFAX INC P 2021-02-19 2024-12-01
ABBOTT LABORATORIES P 2024-04-24 2025-02-06
(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 9,984   7,874 2,110
b 4,992   4,199 793
c 22,755   15,190 7,565
d 23,953   19,157 4,796
e 13,663   11,759 1,904
10,425   7,685 2,740
10,616   4,268 6,348
38,125   10,121 28,004
1,720   323 1,397
32,677   6,135 26,542
2,484   460 2,024
47,201   8,745 38,456
1,147   211 936
21,785   4,008 17,777
1,338   299 1,039
25,416   5,673 19,743
9,081   4,041 5,040
37,853   11,715 26,138
29,201   11,770 17,431
43,715   36,055 7,660
20,115   9,069 11,046
4,733   2,134 2,599
10,649   5,068 5,581
11,541   5,023 6,518
35,834   30,117 5,717
36,472   7,838 28,634
145,886   37,576 108,310
24,273   26,750 -2,477
36,483   38,321 -1,838
3,768   4,011 -243
33,849   40,503 -6,654
9,984   10,815 -831
20,000   21,641 -1,641
10,000   10,472 -472
1,987   2,095 -108
7,946   8,378 -432
20,000   21,447 -1,447
19,935   21,638 -1,703
20,000   21,417 -1,417
20,000   22,130 -2,130
20,000   21,364 -1,364
16,303   13,412 2,891
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       2,110
b       793
c       7,565
d       4,796
e       1,904
      2,740
      6,348
      28,004
      1,397
      26,542
      2,024
      38,456
      936
      17,777
      1,039
      19,743
      5,040
      26,138
      17,431
      7,660
      11,046
      2,599
      5,581
      6,518
      5,717
      28,634
      108,310
      -2,477
      -1,838
      -243
      -6,654
      -831
      -1,641
      -472
      -108
      -432
      -1,447
      -1,703
      -1,417
      -2,130
      -1,364
      2,891
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 2 366,982
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 10,386
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 10,386
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 10,386
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,744
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,744
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 5,642
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 arrow   Refundedright arrow 11  
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowNV, CA
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 arrowWILLIAM BANNERMAN FOUNDATION Telephone no.right arrow (310) 273-9933

Located atright arrow9255 SUNSET BLVD SUITE 400W HOLLYWOODCA ZIP+4right arrow90069
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
LAURA PONCHICK PRESIDENT
25.00 		75,000 0 0
9255 SUNSET BLVD SUITE 400
WEST HOLLYWOOD,CA90069
JEFF PONCHICK TREASURER
1.00 		0 0 0
9255 SUNSET BLVD SUITE 400
WEST HOLLYWOOD,CA90069
ELLIOT PONCHICK VICE-PRESIDENT & SECRETARY
1.00 		0 0 0
9255 SUNSET BLVD SUITE 400
WEST HOLLYWOOD,CA90069
WILL FROST DIRECTOR
1.00 		0 0 0
9255 SUNSET BLVD SUITE 400
WEST HOLLYWOOD,CA90069
MARK EIDUSON DIRECTOR
1.00 		0 0 0
9255 SUNSET BLVD SUITE 400
WEST HOLLYWOOD,CA90069
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 arrow0
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
4,934,904
b
Average of monthly cash balances.......................
1b
456,917
c
Fair market value of all other assets (see instructions)................
1c
5,827,929
d
Total (add lines 1a, b, and c).........................
1d
11,219,750
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
11,219,750
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
168,296
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,051,454
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
552,573
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
552,573
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
10,386
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,386
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
542,187
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
542,187
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
542,187
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
541,046
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
541,046
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 7 542,187
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 441,506
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 541,046
a Applied to 2023, but not more than line 2a 441,506
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..... 99,540
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 .......... 		442,647
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....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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 e-mail address of the person to whom applications should be addressed:
LAURA PONCHICK
9255 SUNSET BLVD SUITE 400
WEST HOLLYWOOD,CA90069
(310) 273-9933
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS SHOULD BE SUBMITTED IN WRITING, TWO PAGES OR LESS. ALL APPLICATIONS MUST CONTAIN A BRIEF DESCRIPTION OF THE ORGANIZATION AND ITS MISSION, A GRANT PURPOSE STATEMENT (I.E., A DESCRIPTION OF THE PROGRAM FOR WHICH THE GRANT IS BEING REQUESTED AND THE NEED OR PROBLEM ADDRESSED BY THE PROGRAM). THE APPLICANT MUST SUBMIT COPIES OF THE ORGANIZATION'S IRS DETERMINATION LETTER OF 501(C)(3) STATUS AND ANY STATE DOCUMENTATION OF EXEMPT STATUS. APPLICANT SHOULD BE PREPARED TO SUMBIT BUDGET SUMMARIES AND RELATED FINANCIAL RECORDS IF REQUESTED.
cAny submission deadlines:
ALL APPLICATIONS SHOULD BE SUBMITTED BY OCTOBER 31ST OF EACH YEAR.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE FOUNDATION'S PRINCIPAL FUNDING AREAS ARE: EDUCATION (KINDERGARTEN THROUGH 12TH GRADE), WOMEN & CHILDREN, AND THE ENVIRONMENT. THE FOUNDATION'S GEOGRAPHICAL FUNDING AREA IS LIMITED TO LOS ANGELES COUNTY, WITH THE EXCEPTION OF ENVIRONMENTAL GRANTS AND OTHER SPECIFIC NEED GRANTS AS DETERMINED APPROPRIATE BY THE BOARD.
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

ACCESS BOOKS

PO BOX 64951
LOS ANGELES,CA90064 		NONE PC BOOKS IN SCHOOLS AND LITERACY PROGRAMMING 15,000

ALASKA MARINE CONSERVATION COUNCIL

PO BOX 200103
ANCHORAGE,AK99520 		NONE PC PROTECTING FISHING IN ALASKA / ADVOCACY, EDUCATION AND TRAWLING PREVENTION 15,000

ALGALITA MARINE RESEARCH AND EDUCATION

148 NORTH MARINA DRIVE
LONG BEACH,CA90803 		NONE PC ENVIRONMENTAL AND PLASTICS PREVENTION EDUCATION 13,500

ARTS BRIDGING THE GAP

1811 S HOPE STREE
LOS ANGELES,CA90015 		NONE PC VISUAL ARTS PROGRAMMING; NAMELY STUDENT-DRIVEN MURALS & ALSO HAVING CURRENT ARTISTS TEACH STUDENTS 17,500

CALIFORNIA STATE PARKS

235 MONTGOMERY STREET SUITE 1202
SAN FRANCISCO,CA94104 		NONE PC CLIMATE RESILIENCE PROGRAMMING OR PARK STEWARDSHIP 5,000

CAMINO NUEVO PUEBLO NUEVO

3435 W TEMPLE STREET
LOS ANGELES,CA90026 		NONE PC EMERGENCY FUND 22,500

CENTER FOR BIOLOGICAL DIVERSITY

PO BOX 710
TUSCON,AZ85702 		NONE PC NUMEROUS: LITIGATION AGAINST MINING, PROTECTING BIODIVERSITY AND MORE 25,000

CENTER FOR THE PACIFIC ASIAN FAMILY

3424 WILSHIRE BLVD SUITE 1000
LOS ANGELES,CA90010 		NONE PC SUPPORT FOR ASIAN AND PACIFIC ISLANDERS AFFECTED BY DOMESTIC VIOLENCE 5,000

CODE READ

17056 CANVAS STREET
CANYON COUNTY,CA91387 		NONE PC PROVIDING BOOKS IN LA COUNTY 1,500

EPILEPSY FOUNDATION

5777 W CENTURY BLVD SUITE 820
LOS ANGELES,CA90045 		NONE PC SUPPORTING LIVES OF PEOPLE AFFECTED BY EPILEPSY 2,000

FIRST PLACE FOR YOUTH

426 17TH STREET SUITE 100
OAKLAND,CA94612 		NONE PC SUPPORTS FOSTER YOUTH TO MOVE FROM HOMELESSNESS AND UNSTABLE LIVING CONDITIONS INTO SAFE, AFFORDABLE HOUSING 25,000

FRIENDS INDEED

PO BOX 41125
PASADENA,CA91114 		NONE PC HOUSING: WOMEN'S ROOM (RESPITE FOR HOMELESS WOMEN) + PROGRAMS TO KEEP FAMILIES HOUSED 15,000

FRIENDS OF BALLONA WETLANDS

PO BOX 5159
PLAYA DEL REY,CA90269 		NONE PC EDUCATIONAL PROGRAMMING 15,000

GRAMEEN AMERICA

82-11 37TH AVENUE SUITE 607
JACKSON HEIGHTS,NY11372 		NONE PC MICROFINANCE LOANS FOR LOW-INCOME ENTREPRENEURS 25,000

HOLLYWOOD FOOD COALITION

PO BOX 480157
LOS ANGELES,CA90048 		NONE PC COLLABORATIVE FOOD HUB 20,000

INLET KEEPERS

3734 BEN WALTERS LANE
HOMER,AK99603 		NONE PC ADVOCACY FOR CLEAN WATER, HEALTHY ECOSYSTEMS 3,500

ISLAND TRAILS NETWORK

326 CENTER AVE SUITE 206
KODIAK,AK99615 		NONE PC ADVOCACY AND EDUCATION FOR LANDS, OCEANS, SHORELINES IN KODIAK ALASAK 1,500

LA MUSART

3630 EAST 3RD STREET
LOS ANGELES,CA90063 		NONE PC MUSIC EDUCATION 15,000

LA WORLD AFFAIRS COUNCIL

445 S FIGUEROA STREET SUITE 225
LOS ANGELES,CA90071 		NONE PC NONPARTISAN PROGRAMMING ON INTERNATIONAL, NATIONAL, AND REGIONAL AFFAIRS 2,500

MUSICARES

3030 OLYMPIC BLVD
SANTA MONICA,CA90404 		NONE PC EMERGENCY MUSIC FUNDS 5,000

ONE GENERATION

17400 VICTORY BLVD
VAN NUYS,CA91406 		NONE PC SPECIAL GRANT FOR WILDFIRES 5,000

ONE GENERATION

17400 VICTORY BLVD
VAN NUYS,CA91406 		NONE PC SPECIAL GRANT FOR WILDFIRES 3,000

PARA LOS NINOS

849 E 6TH STREET
LOS ANGELES,CA90021 		NONE PC GENERAL EDUCATION PROGRAMMING 25,000

PROJECT ANGEL FOOD

922 VINE STREET
LOS ANGELES,CA90038 		NONE PC SPECIAL GRANT FOR WILDFIRES 5,000

PROJECT ROPA

13970 VAN NESS AVE
GARDENA,CA90249 		NONE PC SPECIAL GRANT FOR WILDFIRES 5,000

RAINFOREST ACTION NETWORK

425 BUSH STREET SUITE 300
SAN FRANCISCO,CA94108 		NONE PC FOREST PROTECTION 15,000

READING PARTNERS

5410 WILSHIRE BLVD
LOS ANGELES,CA90036 		NONE PC READING TUTORING FOR CHILDREN IN SCHOOLS 25,000

REIMAGINE FREEDOM

832 FOLSOM STREET SUITE 700
SAN FRANCISCO,CA94107 		NONE PC SUPPORT FORMERLY INCARCERATED WOMEN 17,000

SCHOOL ON WHEELS

506 S SPRING ST BOX 13306
LOS ANGELES,CA90013 		NONE PC PROVIDING FREE TUTORIN AND MENTORING FOR CHILDREN EXPERIENCING HOMELESSNESS 20,000

SURGICAL ONCOLOGY

8700 BEVERLY BLVD
LOS ANGELES,CA90048 		NONE PC MULTIPLE SARCOMA RESEARCH 2,500

UPWARD BOUND HOUSE

1104 WASHINGTON AVENUE
SANTA MONICA,CA90403 		NONE PC BRIGHT FUTURES: MATERNITY HOME FOR TAY PARENTS AND THEIR CHILDREN 20,000

VOTE AMERICA

1270 GROVE STREET 301
SAN FRANCISCO,CA94117 		NONE PC VOTER OUTREACH 5,000

WATCH DUTY

422 LARKFIELD CENTER 423
SANTA ROSA,CA95403 		NONE PC PROVIDES FIRE INFORMATION AND TOOLS FOR FIREFIGHTERS AND THE PUBLIC. 5,000

WWF POLLINATORS

131 STEUART STREET SUITE 700
SAN FRANCISCO,CA94105 		NONE PC NEONIC POLICY WORK & DIRECT WORK WITH FARMERS TO ADOPT NON-TREATED SEEDS 15,000

YMCA COLLINS KATZ

1466 S WESTGATE AVENUE
LOS ANGELES,CA90025 		NONE PC SPECIAL GRANT FOR WILDFIRES 5,000

YOUNG AND HEALTHY

136 W PEORIA STREET
PASADENA,CA91103 		NONE PC PEDIATRIC SAFETY NET FOR LOW-INCOME YOUTH 20,000
Total .................................right arrow 3a 442,000
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		    14 24,369  
4 Dividends and interest from securities ....     14 142,986  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 255,113  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 366,982  
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) .. 0 789,450 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
789,450
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE WILLIAM C BANNERMAN FOUNDATION
EIN:
95-6061353
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 12,850 6,425   6,425
TAX PREPARATION FEE 2,175 0   2,175

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
THE WILLIAM C BANNERMAN FOUNDATION
EIN:
95-6061353
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
ALWOOD - LAND 1987-03-31 85,000   L   0 0    
ALWOOD - BUILDING 1989-09-30 340,000 340,000 SL 27.500000000000 0 0    
ALWOOD - ROOF 1993-11-22 5,410 5,410 SL 27.500000000000 0 0    
12181 PEACOCK - LAND 1987-03-31 129,000   L   0 0    
12181 PEACOCK - BUILDING 1988-03-31 301,000 301,000 SL 27.500000000000 0 0    
12181 PEACOCK - REPIPE 1990-11-01 9,800 9,790 SL 27.500000000000 0 0    
12181 PEACOCK - ROOF 1998-01-31 7,632 7,302 SL 27.500000000000 278 278    
12201 PEACOCK - LAND 1987-03-31 130,500   L   0 0    
12201 PEACOCK - BUILDING 1988-03-31 304,500 304,500 SL 27.500000000000 0 0    
12201 PEACOCK - PLUMBING 1987-05-01 12,878 12,878 SL 27.500000000000 0 0    
12201 PEACOCK - ROOF REPAIRS 1994-01-04 900 900 SL 27.500000000000 0 0    
12201 PEACOCK - ROOF 1998-01-21 7,351 7,021 SL 27.500000000000 267 267    

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE WILLIAM C BANNERMAN FOUNDATION
EIN:
95-6061353
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 1,404,525 1,363,438

TY 2024 InvestmentsCorpStockSchedule
Name:
THE WILLIAM C BANNERMAN FOUNDATION
EIN:
95-6061353
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCKS - VARIOUS 1,178,516 1,834,235

TY 2024 InvestmentsGovtObligationsSch
Name:
THE WILLIAM C BANNERMAN FOUNDATION
EIN:
95-6061353
US Government Securities - End of Year Book Value:

444,415
US Government Securities - End of Year Fair Market Value:

449,760
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsLandSchedule2
Name:
THE WILLIAM C BANNERMAN FOUNDATION
EIN:
95-6061353
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
ALWOOD - LAND 85,000 0 85,000  
ALWOOD - BUILDING 340,000 340,000 0  
ALWOOD - ROOF 5,410 5,410 0  
12181 PEACOCK - LAND 129,000 0 129,000  
12181 PEACOCK - BUILDING 301,000 301,000 0  
12181 PEACOCK - REPIPE 9,800 9,790 10  
12181 PEACOCK - ROOF 7,632 7,580 52  
12201 PEACOCK - LAND 130,500 0 130,500  
12201 PEACOCK - BUILDING 304,500 304,500 0  
12201 PEACOCK - PLUMBING 12,878 12,878 0  
12201 PEACOCK - ROOF REPAIRS 900 900 0  
12201 PEACOCK - ROOF 7,351 7,288 63  

TY 2024 InvestmentsOtherSchedule2
Name:
THE WILLIAM C BANNERMAN FOUNDATION
EIN:
95-6061353
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MUTUAL FUNDS AT COST 70,075 56,179

TY 2024 LegalFeesSchedule
Name:
THE WILLIAM C BANNERMAN FOUNDATION
EIN:
95-6061353
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 235 235   0


TY 2024 OtherAssetsSchedule
Name:
THE WILLIAM C BANNERMAN FOUNDATION
EIN:
95-6061353
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OTHER DEPOSITS 2,515 2,515  


TY 2024 OtherExpensesSchedule
Name:
THE WILLIAM C BANNERMAN FOUNDATION
EIN:
95-6061353
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES & SUBSCRIPTIONS 1,923 0   1,923
INSURANCE 431 0   0
OFFICE SUPP/PHONE/MISC 6,069 607   5,462
PARKING 3,354 0   3,354
RENTAL: PROPERTY TAXES 29,582 29,582   0
RENTAL: MANAGEMENT FEES 62,481 62,481   0
RENTAL: REPAIRS & MAINTENANCE 97,916 97,916   0
RENTAL: UTILITIES 27,225 27,225   0
RENTAL: MISC EXP 10,556 10,556   0
RENTAL: SUPPLIES & POSTAGE 396 396   0
RENTAL: INSURANCE 15,365 15,365   0


TY 2024 OtherIncreasesSchedule
Name:
THE WILLIAM C BANNERMAN FOUNDATION
EIN:
95-6061353
Description Amount
RETURN OF CAPITAL 847


TY 2024 OtherLiabilitiesSchedule
Name:
THE WILLIAM C BANNERMAN FOUNDATION
EIN:
95-6061353
Description Beginning of Year - Book Value End of Year - Book Value
SECURITY DEPOSITS 37,515 34,985


TY 2024 OtherProfessionalFeesSchedule
Name:
THE WILLIAM C BANNERMAN FOUNDATION
EIN:
95-6061353
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 26,278 26,278   0


TY 2024 TaxesSchedule
Name:
THE WILLIAM C BANNERMAN FOUNDATION
EIN:
95-6061353
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 5,850 585   5,265
IRS EXCISE TAX 2,100 0   0
OTHER TAXES/LICENSES 195 0   0
FOREIGN 74 74   0