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
BOMAR CHARITABLE TRUST XXXXX5007
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

75-6449187
B Telephone number (see instructions)

(800) 496-2583
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,034,091J 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... 60,844 60,844  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 63,440
b Gross sales price for all assets on line 6a 375,955
7 Capital gain net income (from Part IV, line 2)... 63,440
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........ 124,284 124,284  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 28,322 16,890   11,432
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).......        
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
417 61   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.......... 28,739 16,951 0 11,432
25 Contributions, gifts, grants paid....... 80,148 80,148
26 Total expenses and disbursements. Add lines 24 and 25 108,887 16,951 0 91,580
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 15,397
b Net investment income (if negative, enter -0-) 107,333
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............. 1,411 2,254 2,254
2 Savings and temporary cash investments......... 23,819 8,386 8,386
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)....... 938,012 Click to see attachment
List of Attached Documents:
// Content
925,170 		1,560,924
c Investments—corporate bonds (attach schedule)....... 333,550 Click to see attachment
List of Attached Documents:
// Content
370,741 		362,173
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).......... 92,714 Click to see attachment
List of Attached Documents:
// Content
98,959 		100,354
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,389,506 1,405,510 2,034,091
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,389,506 1,405,510
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,389,506 1,405,510
30 Total liabilities and net assets/fund balances (see instructions). 1,389,506 1,405,510
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,389,506
2
Enter amount from Part I, line 27a .....................
2
15,397
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
613
4
Add lines 1, 2, and 3 ..........................
4
1,405,516
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
6
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,405,510
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 . CASH RECEIPT SECURITIES LITIGATION     2024-05-06
b 240. VANGUARD INT-TERM CORPORATE     2024-05-08
c 41. NEXTERA ENERGY INC     2024-05-09
d 6. DEERE & CO     2024-05-13
e 1. DEERE & CO   2021-08-19 2024-05-13
1. LAUDER ESTEE COS INC CL A   2023-09-22 2024-05-17
14. LAUDER ESTEE COS INC CL A     2024-05-17
1. LAUDER ESTEE COS INC CL A   2023-09-22 2024-05-20
. EXXON MOBIL CORP     2024-05-28
21. ALPHABET INC-CL A   2012-07-11 2024-06-05
. NORWEST CORP     2024-06-27
161.864 FIDELITY 500 INDEX FUND   2019-12-06 2024-07-17
72. JPMORGAN BETABUILDERS EUROPE ETF   2024-02-22 2024-07-17
121. JPMORGAN BETABUILDERS EUROPE ETF   2024-02-22 2024-07-17
46. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-27 2024-07-17
24. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-27 2024-07-17
76. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-27 2024-07-17
114. JPMORGAN BETABUILDERS CANADA     2024-07-17
3. JPMORGAN BETABUILDERS CANADA   2019-04-11 2024-07-17
10. JPMORGAN BETABUILDERS CANADA   2019-04-11 2024-07-17
594.381 SIX CIRCLES US UNCONSTR EQ   2023-06-21 2024-07-17
23. ALPHABET INC-CL C     2024-09-12
1. INTUIT   2022-08-03 2024-09-12
5. INTUIT     2024-09-12
1. ABBVIE INC   2022-08-24 2024-09-24
2. ALPHABET INC-CL C   2014-05-08 2024-09-24
3. AMAZON COM INC   2021-11-05 2024-09-24
1. AMERICAN EXPRESS CO   2019-05-16 2024-09-24
1. ANALOG DEVICES INC   2020-12-17 2024-09-24
3. APPLE COMPUTER INC   2024-06-13 2024-09-24
5. BANK OF AMERICA CORPORATION   2022-05-19 2024-09-24
1. BIOGEN IDEC INC   2022-12-01 2024-09-24
3. BOSTON SCIENTIFIC CORP   2021-12-29 2024-09-24
3. CONOCOPHILLIPS   2022-05-19 2024-09-24
1. DEERE & CO   2021-08-19 2024-09-24
4. EXXON MOBIL CORP   2023-09-12 2024-09-24
1. FACEBOOK INC-A   2021-03-03 2024-09-24
54.064 FIDELITY 500 INDEX FUND   2019-12-06 2024-09-24
1. HONEYWELL INTL INC   2010-03-19 2024-09-24
2. INGERSOLL RAND INC   2021-05-14 2024-09-24
1. LOWES COS INC   2011-09-28 2024-09-24
1. MARTIN MARIETTA MATLS INC   2023-11-09 2024-09-24
1. MASTERCARD INC - CLASS A   2024-09-12 2024-09-24
1. MCDONALDS CORP   2024-05-17 2024-09-24
2. MICROSOFT CORP   2022-02-15 2024-09-24
1. NORFOLK SOUTHN CORP   2021-09-09 2024-09-24
11. NVIDIA CORP   2023-03-28 2024-09-24
1. PROGRESSIVE CORP OHIO   2022-10-05 2024-09-24
1. SALESFORCE.COM INC   2024-03-20 2024-09-24
256.093 SIX CIRCLES US UNCONSTR EQ   2024-08-05 2024-09-24
209.194 SIX CIRCLES US UNCONSTR EQ   2023-06-21 2024-09-24
2. SOUTHERN CO     2024-09-24
1. T-MOBILE US INC   2022-08-31 2024-09-24
1. TEXAS INSTRS INC   2020-01-23 2024-09-24
1. UNITEDHEALTH GROUP INC   2022-08-03 2024-09-24
1. EATON CORP PLC   2021-03-03 2024-09-24
1. LINDE PLC   2023-03-24 2024-09-24
1. NXP SEMICONDUCTORS NV   2020-07-10 2024-09-24
10. BIOGEN IDEC INC     2024-10-01
7. HONEYWELL INTL INC   2010-03-19 2024-10-01
2. INTUIT   2020-02-25 2024-10-01
1. BIOGEN IDEC INC   2021-10-12 2024-10-02
3. BIOGEN IDEC INC   2023-10-27 2024-10-02
3. BIOGEN IDEC INC   2023-01-06 2024-10-02
1. BIOGEN IDEC INC   2023-10-27 2024-10-02
1. INTUIT   2020-02-25 2024-10-02
1. INTUIT   2020-02-25 2024-10-07
1. INTUIT   2020-02-25 2024-10-10
1. INTUIT   2020-05-04 2024-10-14
1. DEERE & CO   2021-08-19 2024-10-15
1. DEERE & CO   2021-08-19 2024-10-15
1. INTUIT   2020-05-04 2024-10-15
1. INTUIT   2020-05-04 2024-10-15
1. DEERE & CO   2021-08-19 2024-10-16
1. DEERE & CO   2021-08-19 2024-10-17
1. INTUIT   2020-05-04 2024-10-17
908.283 AMERICAN BEACON AHL MGD-R5   2023-08-04 2024-10-21
867.298 K2 ALTERNATIVE STRAT-R6   2024-04-11 2024-10-21
458.439 NEUBERGER BERM LNG SHRT-INST     2024-10-21
948.636 PIMCO UNCONSTRAINED BD FD INSTL CL*     2024-10-21
6. DEERE & CO     2024-11-01
1. DEERE & CO   2021-10-21 2024-11-01
3. ANALOG DEVICES INC   2020-11-06 2024-11-13
24. ANALOG DEVICES INC     2024-11-13
1. CONOCOPHILLIPS   2022-05-19 2024-11-21
8. CONOCOPHILLIPS     2024-11-21
2. CONOCOPHILLIPS   2022-03-03 2024-11-21
1. LILLY ELI & CO   2016-04-07 2024-11-21
1. LILLY ELI & CO   2016-12-16 2024-11-21
32. MONSTER BEVERAGE CORP     2024-11-21
1. MONSTER BEVERAGE CORP   2022-08-24 2024-11-21
1. MONSTER BEVERAGE CORP   2022-08-24 2024-11-21
6. T-MOBILE US INC   2022-08-31 2024-11-21
1. LINDE PLC   2023-03-24 2024-11-21
3. LINDE PLC   2023-03-24 2024-11-21
1. LINDE PLC   2023-03-24 2024-11-21
6. MONSTER BEVERAGE CORP   2022-08-24 2024-11-22
34. ISHARES TR 20+ TREAS INDEX FD   2024-02-26 2024-12-03
177. ISHARES TR 20+ TREAS INDEX FD     2024-12-03
568. ISHARES BROAD USD HIGH YIELD     2024-12-03
130. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-27 2024-12-03
391. JPMORGAN BETABUILDERS EUROPE ETF     2024-12-03
99. JPMORGAN BETABUILDERS JAPAN ETF     2024-12-03
47. JPMORGAN BETABUILDERS JAPAN ETF     2024-12-03
49. JPMORGAN BETABUILDERS JAPAN ETF   2023-06-21 2024-12-03
92.519 SIX CIRCLES CREDIT OPPORT   2024-07-19 2024-12-03
1990.876 SIX CIRCLES CREDIT OPPORT     2024-12-03
336. VANGUARD LONG-TERM TREASURY ETF     2024-12-03
30. ADVANCED MICRO DEVICES INC   2020-11-06 2024-12-17
1. COSTCO WHSL CORP NEW   2023-09-22 2024-12-17
2. COSTCO WHSL CORP NEW     2024-12-17
23. NVIDIA CORP   2023-03-28 2024-12-17
11. T-MOBILE US INC   2022-08-31 2024-12-17
19. T-MOBILE US INC     2024-12-17
. ALEXION PHARMACEUTICALS INC     2025-01-03
1. COSTCO WHSL CORP NEW   2021-10-27 2025-01-24
1. COSTCO WHSL CORP NEW   2021-10-27 2025-01-24
1. LILLY ELI & CO   2016-12-16 2025-01-27
46. MONSTER BEVERAGE CORP     2025-01-27
19. MONSTER BEVERAGE CORP   2022-06-17 2025-01-27
3. MONSTER BEVERAGE CORP   2022-06-17 2025-01-28
10. APPLE COMPUTER INC     2025-02-13
3. NXP SEMICONDUCTORS NV   2024-11-13 2025-02-13
1. NXP SEMICONDUCTORS NV   2024-11-13 2025-02-13
2. NXP SEMICONDUCTORS NV   2024-11-13 2025-02-13
8. HONEYWELL INTL INC   2025-01-24 2025-03-25
2. HONEYWELL INTL INC   2010-03-19 2025-03-25
8. HONEYWELL INTL INC     2025-03-26
3. HONEYWELL INTL INC   2009-12-16 2025-03-26
4. HONEYWELL INTL INC   2009-12-16 2025-03-26
2. HONEYWELL INTL INC   2010-02-01 2025-03-27
3. HONEYWELL INTL INC   2010-02-01 2025-03-27
16. APPLE COMPUTER INC     2025-04-04
8. APPLE COMPUTER INC     2025-04-09
19. NORFOLK SOUTHN CORP     2025-04-09
10. NORFOLK SOUTHN CORP     2025-04-09
2. REGENERON PHARMACEUTICALS INC   2021-12-29 2025-04-28
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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 50     50
b 19,020   18,936 84
c 3,007   3,419 -412
d 2,457   2,202 255
e 413   359 54
135   148 -13
1,888   2,065 -177
133   148 -15
44     44
3,672   300 3,372
12     12
31,421   17,758 13,663
4,331   4,150 181
7,291   6,975 316
2,772   2,436 336
1,448   1,271 177
4,573   4,024 549
7,720   5,636 2,084
203   146 57
679   488 191
10,473   7,988 2,485
3,552   614 2,938
642   463 179
3,212   1,910 1,302
195   138 57
329   51 278
578   532 46
265   120 145
229   143 86
683   641 42
197   173 24
194   303 -109
251   130 121
328   313 15
411   359 52
468   470 -2
563   260 303
10,795   5,931 4,864
205   42 163
196   97 99
264   20 244
535   454 81
488   487 1
300   272 28
860   600 260
245   247 -2
1,330   288 1,042
255   123 132
269   304 -35
4,658   4,182 476
3,805   2,812 993
180   159 21
203   145 58
207   132 75
573   542 31
329   137 192
480   344 136
236   117 119
1,908   2,935 -1,027
1,443   293 1,150
1,216   577 639
189   285 -96
568   703 -135
568   831 -263
188   234 -46
608   286 322
603   286 317
620   285 335
616   267 349
403   359 44
405   359 46
618   267 351
618   267 351
406   359 47
405   359 46
609   267 342
9,065   9,101 -36
10,494   10,078 416
8,504   7,048 1,456
9,467   10,214 -747
2,402   2,073 329
400   343 57
642   401 241
5,127   3,198 1,929
114   104 10
912   806 106
224   194 30
748   74 674
745   73 672
1,719   1,493 226
54   45 9
54   45 9
1,419   867 552
452   344 108
1,356   1,033 323
451   344 107
325   271 54
3,163   3,181 -18
16,469   22,333 -5,864
21,177   20,851 326
7,554   6,883 671
22,716   20,594 2,122
5,859   5,202 657
2,781   2,620 161
2,901   2,569 332
830   822 8
17,858   18,584 -726
19,645   19,460 185
3,749   2,570 1,179
991   560 431
1,973   1,070 903
2,964   603 2,361
2,462   1,590 872
4,216   2,646 1,570
10     10
943   488 455
940   488 452
800   73 727
2,275   2,045 230
945   840 105
146   133 13
2,371   2,249 122
657   671 -14
217   224 -7
436   447 -11
1,696   1,814 -118
423   84 339
1,714   314 1,400
640   117 523
852   156 696
429   75 354
641   112 529
3,156   3,158 -2
1,424   1,531 -107
4,021   2,971 1,050
2,070   1,220 850
1,209   1,295 -86
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
      3,715
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       50
b       84
c       -412
d       255
e       54
      -13
      -177
      -15
      44
      3,372
      12
      13,663
      181
      316
      336
      177
      549
      2,084
      57
      191
      2,485
      2,938
      179
      1,302
      57
      278
      46
      145
      86
      42
      24
      -109
      121
      15
      52
      -2
      303
      4,864
      163
      99
      244
      81
      1
      28
      260
      -2
      1,042
      132
      -35
      476
      993
      21
      58
      75
      31
      192
      136
      119
      -1,027
      1,150
      639
      -96
      -135
      -263
      -46
      322
      317
      335
      349
      44
      46
      351
      351
      47
      46
      342
      -36
      416
      1,456
      -747
      329
      57
      241
      1,929
      10
      106
      30
      674
      672
      226
      9
      9
      552
      108
      323
      107
      54
      -18
      -5,864
      326
      671
      2,122
      657
      161
      332
      8
      -726
      185
      1,179
      431
      903
      2,361
      872
      1,570
      10
      455
      452
      727
      230
      105
      13
      122
      -14
      -7
      -11
      -118
      339
      1,400
      523
      696
      354
      529
      -2
      -107
      1,050
      850
      -86
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 63,440
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 1,492
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 1,492
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 1,492
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 664
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.............. 7 664
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 9 828
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 arrowTX
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowJPMORGAN CHASE BANK NA Telephone no.right arrow (800) 496-2583

Located atright arrow10 S DEARBORN IL1-0111CHICAGOIL ZIP+4right arrow60603
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
JP MORGAN CHASE BANK NA TRUSTEE
2 		28,322    
10 S DEARBORN IL1-0111
CHICAGO,IL60603
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
2,063,832
b
Average of monthly cash balances.......................
1b
23,378
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,087,210
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,087,210
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
31,308
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,055,902
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
102,795
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
102,795
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,492
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,492
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
101,303
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
101,303
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
101,303
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
91,580
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
91,580
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 7 101,303
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 80,148
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 91,580
a Applied to 2023, but not more than line 2a 80,148
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..... 11,432
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 .......... 		89,871
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

W I COOK FOUNDATION INC
ATTN DEVELOPMENT OFFICE
801 7TH AVE
FORT WORTH,TX761042733 		NONE PC GENERAL 80,148
Total .................................right arrow 3a 80,148
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 60,844  
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 63,440  
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) ..   124,284  
13Total. Add line 12, columns (b), (d), and (e)..................
13
124,284
(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 InvestmentsCorpBondsSchedule
Name:
BOMAR CHARITABLE TRUST XXXXX5007
EIN:
75-6449187
Name of Bond End of Year Book Value End of Year Fair Market Value
54401E143 LORD ABBETT SHRT DUR 45,247 42,599
464287432 ISHARES 20+ YEAR TRE    
83002G702 SIX CIRCLES GLOBAL B 93,576 84,129
83002G884 SIX CIRCLES CREDIT O 84,279 84,910
92206C771 VANGUARD MORTGAGE-BA 64,488 64,755
92203J407 VANGUARD TOTAL INTL 43,582 44,645
92206C847 VANGUARD LONG-TERM T    
92206C870 VANGUARD INT-TERM CO 39,569 41,135

TY 2024 InvestmentsCorpStockSchedule
Name:
BOMAR CHARITABLE TRUST XXXXX5007
EIN:
75-6449187
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K107 ALPHABET INC-CL C 2,509 21,720
02079K305 ALPHABET INC-CL A    
09062X103 BIOGEN INC    
30303M102 META PLATFORMS INC-C 8,168 29,097
57636Q104 MASTERCARD INC - A 5,824 21,374
65339F101 NEXTERA ENERGY INC 5,158 6,554
101137107 BOSTON SCIENTIFIC CO 2,803 11,521
110122108 BRISTOL-MYERS SQUIBB 9,251 7,530
532457108 ELI LILLY & CO 1,266 7,192
438516106 HONEYWELL INTERNATIO    
464287465 ISHARES MSCI EAFE ET 47,156 73,563
548661107 LOWE'S COS INC 3,511 6,930
594918104 MICROSOFT CORP 4,810 49,408
609207105 MONDELEZ INTERNATION 3,081 5,723
617446448 MORGAN STANLEY 2,871 10,849
655844108 NORFOLK SOUTHERN COR    
713448108 PEPSICO INC 6,243 6,915
723787107 PIONEER NATURAL RESO    
78462F103 SPDR S&P 500 ETF TRU 16,028 55,454
882508104 TEXAS INSTRUMENTS IN 3,040 7,842
91324P102 UNITEDHEALTH GROUP I 3,878 15,223
94106B101 WASTE CONNECTIONS IN 2,137 6,522
949746101 WELLS FARGO & CO 5,762 12,214
315911750 FIDELITY 500 INDEX F 119,473 200,695
67066G104 NVIDIA CORP 6,034 43,350
337738108 FISERV INC 7,480 9,967
75886F107 REGENERON PHARMACEUT 2,576 2,994
83002G306 SIX CIRCLES US UNCON 177,094 272,265
83002G405 SIX CIRCLES INTL UNC 160,601 199,569
N6596X109 NXP SEMICONDUCTORS N 2,630 4,976
00287Y109 ABBVIE INC 5,141 12,486
023135106 AMAZON.COM INC 7,587 31,167
025816109 AMERICAN EXPRESS CO 3,285 7,992
037833100 APPLE INC 4,890 31,663
060505104 BANK OF AMERICA CORP 3,633 8,534
461202103 INTUIT INC    
580135101 MCDONALD'S CORP 9,307 12,147
883556102 THERMO FISHER SCIENT 3,316 3,432
N07059210 ASML HOLDING NV-NY R 2,496 4,008
007903107 ADVANCED MICRO DEVIC    
032654105 ANALOG DEVICES INC    
09857L108 BOOKING HOLDINGS INC 5,132 15,298
20825C104 CONOCOPHILLIPS 6,600 8,645
363576109 ARTHUR J GALLAGHER & 3,839 8,659
43300A203 HILTON WORLDWIDE HOL 3,669 6,539
46641Q191 JPMORGAN BETABUILDER    
46641Q217 JPMORGAN BETABUILDER 52,939 65,788
46641Q225 JPMORGAN BETABUILDER 29,664 46,271
46641Q233 JPMORGAN BETABUILDER 35,069 33,946
518439104 ESTEE LAUDER COMPANI    
G29183103 EATON CORP PLC 3,836 8,537
22160K105 COSTCO WHOLESALE COR 2,930 5,967
244199105 DEERE & CO    
45687V106 INGERSOLL RAND INC 2,810 4,375
46120E602 INTUITIVE SURGICAL I 4,052 6,705
573284106 MARTIN MARIETTA MATE 6,387 7,860
679580100 OLD DOMINION FREIGHT 3,961 4,292
743315103 PROGRESSIVE CORP 6,270 14,932
30231G102 EXXON MOBIL CORP 11,826 15,211
61174X109 MONSTER BEVERAGE COR    
78409V104 S&P GLOBAL INC 5,006 7,001
872540109 TJX COMPANIES INC 3,689 5,791
872590104 T-MOBILE US INC    
G54950103 LINDE PLC 4,068 11,331
79466L302 SALESFORCE INC 10,583 9,942
842587107 THE SOUTHERN COMPANY 10,955 12,681
863667101 STRYKER CORP 5,617 7,104
11135F101 BROADCOM INC 13,973 11,356
127387108 CADENCE DESIGN SYS I 4,598 4,466
13646K108 CANADIAN PACIFIC KAN 5,626 5,943
315911727 FIDELITY INTL INDX 3,831 4,261
443201108 HOWMET AEROSPACE INC 3,284 3,326
68902V107 OTIS WORLDWIDE CORP 8,216 7,702
824348106 SHERWIN-WILLIAMS CO/ 3,803 3,529
G8994E103 TRANE TECHNOLOGIES P 3,270 3,450
931142103 WALMART INC 3,524 3,501
254687106 WALT DISNEY CO/THE 7,104 5,639

TY 2024 InvestmentsOtherSchedule2
Name:
BOMAR CHARITABLE TRUST XXXXX5007
EIN:
75-6449187
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI AT COST 29,440 29,602
64128R608 NEUBERGER BERM LNG S AT COST 8,632 10,938
72201M487 PIMCO DYNAMIC BOND-I      
024525669 AMERICAN BEACON AHL      
35241W401 K2 ALTERNATIVE STRAT      
72201U638 PIMCO MRTG OPP & BND AT COST 18,201 18,104
83002G876 SIX CIRCLES MULTI-ST AT COST 42,686 41,710

TY 2024 OtherDecreasesSchedule
Name:
BOMAR CHARITABLE TRUST XXXXX5007
EIN:
75-6449187
Description Amount
ROUNDING 6


TY 2024 OtherIncreasesSchedule
Name:
BOMAR CHARITABLE TRUST XXXXX5007
EIN:
75-6449187
Description Amount
RETURN OF CAPITAL ADJUSTMENT 613


TY 2024 TaxesSchedule
Name:
BOMAR CHARITABLE TRUST XXXXX5007
EIN:
75-6449187
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 61 61   0
FEDERAL ESTIMATES - INCOME 356 0   0