Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

84-6191934
B Telephone number (see instructions)

(503) 464-3580
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$27,626,726J 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... 713,550 710,582  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 966,986
b Gross sales price for all assets on line 6a 5,876,071
7 Capital gain net income (from Part IV, line 2)... 966,986
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
55,275 275  
12 Total. Add lines 1 through 11........ 1,735,811 1,677,843  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 137,135 123,421   13,713
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,153 0 0 2,153
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,650 0 0 1,650
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
21,320 16,098   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,683 1,683    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 163,941 141,202 0 17,516
25 Contributions, gifts, grants paid....... 1,253,500 1,253,500
26 Total expenses and disbursements. Add lines 24 and 25 1,417,441 141,202 0 1,271,016
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 318,370
b Net investment income (if negative, enter -0-) 1,536,641
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,994 15,075 15,075
2 Savings and temporary cash investments......... 1,795,503 764,414 764,414
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).......   Click to see attachment
List of Attached Documents:
// Content
7,359,317 		12,830,337
c Investments—corporate bonds (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
1,297,925 		1,291,771
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).......... 19,367,760 Click to see attachment
List of Attached Documents:
// Content
12,024,734 		12,707,156
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
9,736 		Click to see attachment
List of Attached Documents:
// Content
17,973 		Click to see attachment
List of Attached Documents:
// Content
17,973
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 21,175,993 21,479,438 27,626,726
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........ 21,175,993 21,479,438
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)..... 21,175,993 21,479,438
30 Total liabilities and net assets/fund balances (see instructions). 21,175,993 21,479,438
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
21,175,993
2
Enter amount from Part I, line 27a .....................
2
318,370
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
21,494,363
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
14,925
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
21,479,438
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 260. SPDR GOLD MINISHARES ETF   1900-01-01 2024-01-16
b 730. AMPHENOL CORP CL A     2024-01-30
c 104. DSV PANALPINA A S A D R     2024-01-30
d 3. HITACHI LTD ADR 10 COM   2023-09-08 2024-01-30
e 73. HITACHI LTD ADR 10 COM     2024-01-30
58. METTLER-TOLEDO INTL INC COM     2024-01-30
114. UNION PACIFIC CORPORATION COMMON STOCK     2024-01-30
218. VERALTO CORP COM SHS     2024-01-30
152. TRANE TECHNOLOGIES PLC     2024-01-30
260. SPDR GOLD MINISHARES ETF   1900-01-01 2024-02-09
25000. HOME DEPOT INC 3.750% 2/15/24   2020-02-10 2024-02-15
705. NEXTERA ENERGY INC   2022-02-25 2024-02-26
1802. PFIZER INC COM   2022-05-05 2024-02-26
568. TRUIST FINANCIAL CORP     2024-02-26
53828.272 BARON EMERGING MARKETS INSTITUTIONAL     2024-03-12
1191. SCHWAB U S TIPS ETF   2023-09-08 2024-03-12
260. SPDR GOLD MINISHARES ETF   1900-01-01 2024-03-18
260. SPDR GOLD MINISHARES ETF   1900-01-01 2024-04-10
260. SPDR GOLD MINISHARES ETF   1900-01-01 2024-05-10
798. CROWN CASTLE INC     2024-05-15
49. HUNT J B TRANS SVCS INC   2020-09-23 2024-05-15
794. NINTENDO LTD A D R     2024-05-15
100000. QUALCOMM INC MTN 2.900% 5/20/24   2019-11-22 2024-05-20
193. ISHARES RUSSELL 2000 GROWTH ETF   2020-04-14 2024-06-04
1680. PFIZER INC COM     2024-06-04
.2 CEMIG SA A D R   2023-09-26 2024-06-07
25000. TORONTO DOMINION MTN 2.650% 6/12/24   2020-02-07 2024-06-12
2140. SPDR GOLD MINISHARES ETF   1900-01-01 2024-06-14
260. SPDR GOLD MINISHARES ETF   1900-01-01 2024-06-14
1. NOVO-NORDISK A S SPONSORED ADR   1911-11-11 2024-06-17
25000. JOHN DEERE MTN 2.650% 6/24/24   2020-02-10 2024-06-24
25000. ORACLE CORP 3.400% 7/08/24   2020-02-07 2024-07-08
1. SECURITY LITIGATION   1911-11-11 2024-07-12
2140. SPDR GOLD MINISHARES ETF   1900-01-01 2024-07-16
260. SPDR GOLD MINISHARES ETF   1900-01-01 2024-07-16
351. AMERICAN TOWER CORP   2020-04-17 2024-07-29
233. ASTELLAS PHARMA INC A D R   2017-12-12 2024-07-29
5009. BANK OF AMERICA CORP     2024-07-29
180. HOME DEPOT INC     2024-07-29
7206. I SHARES RUSSELL MIDCAP GRWTH INDX     2024-07-29
2847. ISHARES MSCI EAFE GROWTH ETF   2020-04-14 2024-07-29
13262. ISHARES IBONDS DEC 2024 TERM CP ETF     2024-07-29
982. ROCHE HLDG LTD SPONSORED ADR     2024-07-29
1044. VANGUARD MID CAP VALUE INDEX ETF   2019-11-20 2024-07-29
8185.986 CALVERT SHORT DURATION INCOME I   2023-08-24 2024-07-31
25000. HONEYWELL 2.300% 8/15/24   2020-02-10 2024-08-15
2140. SPDR GOLD MINISHARES ETF   1900-01-01 2024-08-15
260. SPDR GOLD MINISHARES ETF   1900-01-01 2024-08-15
100000. WELLS FARGO MTN 3.300% 9/09/24   2017-10-23 2024-09-09
171. AMERICAN TOWER CORP   2020-04-17 2024-09-12
31967. AUTO TRADER GROUP UNSP A D R     2024-09-12
80. AUTOHOME INC A D R   2023-09-26 2024-09-12
100. AUTOHOME INC A D R   2023-09-08 2024-09-12
55. AUTOMATIC DATA PROCESSING INC     2024-09-12
685. CRITEO SA SPON A D R     2024-09-12
225. DR REDDYS LABORATORIES LTD A D R     2024-09-12
774. HELLO GROUP INC A D R     2024-09-12
81. HOME DEPOT INC     2024-09-12
625. ISHARES RUSSELL 2000 VALUE ETF   2019-11-20 2024-09-12
372. ISHARES RUSSELL 2000 GROWTH ETF   2020-04-14 2024-09-12
218. JOYY INC A D R     2024-09-12
490. JOHNSON & JOHNSON     2024-09-12
188. KT CORP SP A D R   2023-10-23 2024-09-12
97. KT CORP SP A D R   2023-09-08 2024-09-12
1173. MEDIAALPHA INC CL A     2024-09-12
42. MESA LABS INC   2022-01-24 2024-09-12
322. NATIONAL RESEARCH CORP   2022-01-28 2024-09-12
1456. NIPPON TELEG & TEL CORP SPON ADR     2024-09-12
233. OMEGA FLEX INC     2024-09-12
3606. RIGHTMOVE PLC UNSP A D R     2024-09-12
4.4 SANDOZ GROUP AG SPONSORED G D R   2023-09-26 2024-09-12
115.6 SANDOZ GROUP AG SPONSORED G D R     2024-09-12
321. U S PHYSICAL THERAPY INC     2024-09-12
12. FERRARI NV   2023-12-07 2024-09-12
2140. SPDR GOLD MINISHARES ETF   1900-01-01 2024-09-13
260. SPDR GOLD MINISHARES ETF   1900-01-01 2024-09-13
180. CSX CORP COM   2019-11-20 2024-09-23
40. CINTAS CORP   2020-06-02 2024-09-23
624. DIGITAL REALTY TRUST INC   2020-04-17 2024-09-23
35. DOVER CORP   2019-11-20 2024-09-23
123. JOHNSON & JOHNSON     2024-09-23
108.089 VANGUARD MID CAP INDEX-ADM   2023-08-04 2024-09-23
240. VERIZON COMMUNICATIONS     2024-09-23
17. TRANE TECHNOLOGIES PLC   2017-01-19 2024-09-23
2140. SPDR GOLD MINISHARES ETF   1900-01-01 2024-10-18
260. SPDR GOLD MINISHARES ETF   1900-01-01 2024-10-18
100000. BB T CORPORATION MTN 2.850% 10/26/24   2019-11-22 2024-10-26
200000. CATERPILLAR FINL MTN 2.150% 11/08/24   2021-12-01 2024-11-08
599. VANGUARD FTSE DEVELOPED ETF   2023-03-14 2024-11-08
947.568 MONDRIAN INTERNATIONAL VALUE EQUITY   2023-08-04 2024-11-11
221.468 CLEARBRIDGE INTERNATIONAL GROWTH   2022-05-04 2024-11-11
25000. HERSHEY COMPANY 2.050% 11/15/24   2020-02-10 2024-11-15
2140. SPDR GOLD MINISHARES ETF   1900-01-01 2024-11-15
260. SPDR GOLD MINISHARES ETF   1900-01-01 2024-11-15
1. WELLS FARGO   1911-11-11 2024-11-22
2140. SPDR GOLD MINISHARES ETF   1900-01-01 2024-12-09
260. SPDR GOLD MINISHARES ETF   1900-01-01 2024-12-09
2045. ASE TECHNOLOGY HOLDING CO LTD A D R     2024-12-10
432. BILL COM HOLDINGS INC   2020-06-08 2024-12-10
482. BLACKLINE INC   2019-03-06 2024-12-10
955. DREAM FINDERS HOMES INC COM CL A     2024-12-10
127. ASPEN TECHNOLOGY INC COM     2024-12-10
356. FUJITSU LTD UNSPON A D R     2024-12-10
446. GOOSEHEAD INSURANCE INC A     2024-12-10
605. GROCERY OUTLET HOLDING CORP     2024-12-10
2818. HOLLEY INC     2024-12-10
438. OLLIES BARGAIN OUTLET HOLDI     2024-12-10
2630. OLO INC CL A     2024-12-10
442. OPORTUN FINANCIAL CORP   2019-10-15 2024-12-10
394. PING AN INSURANCE ADR     2024-12-10
1389. REVOLVE GROUP INC     2024-12-10
2097. RYAN SPECIALTY HOLDINGS INC   2021-08-04 2024-12-10
44. SILICON MOTION TECHNOLOGY CORP A D R   2023-09-08 2024-12-10
1532. ULTRAPAR PARTICIPACOES A D R     2024-12-10
45. MONDAY COM LTD     2024-12-10
25000. STATE STREET CORP 3.300% 12/16/24   2020-02-07 2024-12-16
100000. STATE STREET CORP 3.300% 12/16/24   2019-11-22 2024-12-16
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1   1  
b 74,999   33,875 41,124
c 9,366   12,063 -2,697
d 459   403 56
e 11,166   8,274 2,892
71,782   35,041 36,741
28,119   14,705 13,414
17,053   13,044 4,009
39,211   11,382 27,829
1   1  
25,000   27,031 -2,031
39,222   53,107 -13,885
49,636   87,316 -37,680
19,923   30,728 -10,805
774,051   661,257 112,794
61,938   61,234 704
1   1  
1   1  
1   1  
82,577   107,771 -25,194
8,295   6,389 1,906
10,596   8,360 2,236
100,000   102,957 -2,957
50,093   33,037 17,056
49,669   75,133 -25,464
       
25,000   25,860 -860
8   8  
1   1  
195     195
25,000   25,914 -914
25,000   26,621 -1,621
50     50
8   8  
1   1  
75,174   87,550 -12,376
2,569   2,968 -399
205,498   187,344 18,154
65,137   48,727 16,410
794,962   513,699 281,263
288,445   214,996 73,449
333,092   349,914 -16,822
39,596   42,896 -3,300
165,204   121,381 43,823
128,602   125,000 3,602
25,000   25,662 -662
8   8  
1   1  
100,000   102,035 -2,035
40,072   42,653 -2,581
89,825   39,327 50,498
2,149   2,432 -283
2,686   2,968 -282
15,157   8,322 6,835
30,670   13,503 17,167
17,931   15,845 2,086
4,880   6,755 -1,875
30,021   14,754 15,267
99,963   77,677 22,286
100,212   63,678 36,534
7,839   7,097 742
80,022   85,823 -5,801
2,881   2,276 605
1,486   1,185 301
20,134   44,918 -24,784
4,955   12,436 -7,481
6,895   12,569 -5,674
38,110   36,149 1,961
11,278   30,874 -19,596
63,157   42,804 20,353
181   119 62
4,755   3,047 1,708
26,785   27,357 -572
5,656   4,360 1,296
9   8 1
1   1  
6,119   4,182 1,937
8,139   2,535 5,604
99,853   89,655 10,198
6,684   3,787 2,897
20,027   17,484 2,543
35,209   29,754 5,455
10,653   12,784 -2,131
6,606   1,030 5,576
9   8 1
1   1  
100,000   102,767 -2,767
200,000   205,566 -5,566
30,050   26,269 3,781
14,924   13,418 1,506
14,958   12,499 2,459
25,000   25,420 -420
10   9 1
1   1  
55     55
9   8 1
1   1  
20,073   16,680 3,393
38,544   29,684 8,860
30,532   22,788 7,744
28,511   16,124 12,387
31,869   21,122 10,747
6,548   4,815 1,733
52,221   24,852 27,369
11,958   19,838 -7,880
7,822   17,818 -9,996
48,873   19,524 29,349
20,158   30,935 -10,777
1,708   6,859 -5,151
4,832   3,272 1,560
50,904   35,698 15,206
142,625   59,867 82,758
2,503   2,339 164
4,621   7,164 -2,543
12,454   7,691 4,763
25,000   26,702 -1,702
100,000   105,492 -5,492
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
      126,586
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        
b       41,124
c       -2,697
d       56
e       2,892
      36,741
      13,414
      4,009
      27,829
       
      -2,031
      -13,885
      -37,680
      -10,805
      112,794
      704
       
       
       
      -25,194
      1,906
      2,236
      -2,957
      17,056
      -25,464
       
      -860
       
       
      195
      -914
      -1,621
      50
       
       
      -12,376
      -399
      18,154
      16,410
      281,263
      73,449
      -16,822
      -3,300
      43,823
      3,602
      -662
       
       
      -2,035
      -2,581
      50,498
      -283
      -282
      6,835
      17,167
      2,086
      -1,875
      15,267
      22,286
      36,534
      742
      -5,801
      605
      301
      -24,784
      -7,481
      -5,674
      1,961
      -19,596
      20,353
      62
      1,708
      -572
      1,296
      1
       
      1,937
      5,604
      10,198
      2,897
      2,543
      5,455
      -2,131
      5,576
      1
       
      -2,767
      -5,566
      3,781
      1,506
      2,459
      -420
      1
       
      55
      1
       
      3,393
      8,860
      7,744
      12,387
      10,747
      1,733
      27,369
      -7,880
      -9,996
      29,349
      -10,777
      -5,151
      1,560
      15,206
      82,758
      164
      -2,543
      4,763
      -1,702
      -5,492
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 966,986
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 21,359
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 21,359
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 21,359
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,540
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,819
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 21,359
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
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 arrowCO
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 arrowUS BANK Telephone no.right arrow (303) 585-4146

Located atright arrow555 SW OAKPORTLANDOR ZIP+4right arrow97204
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)
Yes
 
(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
Yes
 
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
JEREMY GREEN CO-TRUSTEE
1 		0    
PO BOX 0634
MILWAUKEE,WI532010634
JOEL GREEN CO-TRUSTEE
1 		0    
PO BOX 0634
MILWAUKEE,WI532010634
DOROTHY OLIVEIRA CO-TRUSTEE
1 		0    
PO BOX 0634
MILWAUKEE,WI532010634
US BANK NA TRUSTEE
1 		137,135    
PO BOX 0634
MILWAUKEE,WI532010634
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
25,825,274
b
Average of monthly cash balances.......................
1b
1,424,033
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
27,249,307
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
27,249,307
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
408,740
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
26,840,567
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,342,028
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
1,342,028
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
21,359
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
21,359
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,320,669
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,320,669
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
1,320,669
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
1,271,016
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
1,271,016
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 1,320,669
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,165,591
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$ 1,271,016
a Applied to 2023, but not more than line 2a 1,165,591
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..... 105,425
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 .......... 		1,215,244
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or 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

OUTDOOR BUDDIES

555 HIGHLANDS ROAD
WESTCLIFFE,CO81252 		NONE PC GENERAL OPERATING 115,000

THE ACTION CENTER INC

8755 W 14TH AVE
LAKEWOOD,CO80215 		NONE PC GENERAL OPERATING 40,000

LUTHERAN MEDICAL CENTER FOUNDATION

8300 WEST 38TH AVE
WHEAT RIDGE,CO80033 		NONE PC GENERAL OPERATING 100,000

COLORADO STATE UNIVERSITY FOUNDATION

300 UNIVERSITY SERVICES CENTER
FORT COLLINS,CO805239100 		NONE PC GENERAL OPERATING 73,000

WYOMING FOOD BANK OF THE ROCKIES

BOX 1540
EVANSVILLE,WY826361540 		NONE PC GENERAL OPERATING 8,000

THE CHILDREN'S HOSPITAL FOUNDATION

PLANNED GIVING MANAGER
AURORA,CO80045 		NONE PC GENERAL OPERATING 10,000

SHERIDAN COUNTY MEM HOSP FOUNDATION

PO BOX 391
SHERIDAN,WY82801 		NONE PC GENERAL OPERATING 15,000

NATIONAL JEWISH HEALTH

1400 JACKSON ST
DENVER,CO80206 		NONE PC GENERAL OPERATING 20,000

SHERIDAN COUNTY LIBRARY FOUNDATION

335 WEST ALGER STREET
SHERIDAN,WY82801 		NONE PC GENERAL OPERATING 20,000

SHERIDAN KIDS LIFE

PO BOX 7296
SHERIDAN,WY82801 		NONE PC GENERAL OPERATING 4,000

SOUTH COAST LGBTQ NETWORK INC

PO BOX 8473
NEW BEDFORD,MA02740 		NONE PC GENERAL OPERATING 10,000

SENIOR CITIZENS COUNCIL

211 SMITH STREET
SHERIDAN,WY82801 		NONE PC GENERAL OPERATING 20,000

TONGUE RIVER VALLEY COMMUNITY CTR

PO BOX 792
RANCHESTER,WY828390792 		NONE PC GENERAL OPERATING 24,000

PLANNED PARENTHOOD ROCKY MTNS INC

7155 E 38TH AVE
DENVER,CO80207 		NONE PC GENERAL OPERATING 270,000

ALAN GREEN MEMORIAL FND

PO BOX 575
BLACK HAWK,CO80422 		NONE PF GENERAL OPERATING 102,000

WESTERN STATES CANCER RESEARCH

1325 S COLORADO BLVD
DENVER,CO80222 		NONE PC GENERAL OPERATING 20,000

DESTINATION IMAGINATION COLORADO

6000 E EVANS AVE
DENVER,CO80220 		NONE PC GENERAL OPERATING 56,500

TRINIDAD STATE COLLEGE FOUNDATION

600 PROSPECT ST
TRINIDAD,CO81082 		NONE PC GENERAL OPERATING 80,000

UNIV OF COLORADO FOUNDATION

1800 GRANT ST
DENVER,CO80203 		NONE PC GENERAL OPERATING 100,000

COBALT FOUNDATION

PO BOX 22485
DENVER,CO80222 		NONE PC GENERAL OPERATING 20,000

PRESBYTERIAN HEALTHCARE FOUNDATION

PO BOX 26666
ALBUQUERQUE,NM871256666 		NONE PC GENERAL OPERATING 66,000

DOLPHIN WARRIORS

PO BOX 5340
ALBUQUERQUE,NM87153 		NONE PC GENERAL OPERATING 40,000

DAYTON FIRE & RESCUE

PO BOX 396
DAYTON,WY82836 		NONE PC GENERAL OPERATING 37,000

TONGUE RIVER VALLEY SCHOLARSHIP FUND

PO BOX 254
RANCHESTER,WY82839 		NONE PC GENERAL OPERATING 3,000
Total .................................right arrow 3a 1,253,500
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 ....     14 713,550  
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 ............ 		    18 966,986  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 275  
bFEDERAL TAX REFUND     1 55,000  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,735,811  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,735,811
(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:
PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
EIN:
84-6191934
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,650     1,650

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

TY 2024 ExpenditureResponsibilityStmt
Name:
PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
EIN:
84-6191934
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
SEE ATTACHED STATEMENT
  		 
  		               

TY 2024 InvestmentsCorpBondsSchedule
Name:
PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
EIN:
84-6191934
Name of Bond End of Year Book Value End of Year Fair Market Value
02665WEC1 AMERICAN HONDA MTN 199,122 200,182
037833BG4 APPLE INC 26,748 24,888
06406HDA4 BANK NY MELLON MTN 26,310 24,939
291011BG8 EMERSON ELECTRIC CO 192,620 198,990
30231GAF9 EXXON MOBIL CORP 26,035 24,921
30303M8T2 META PLATFORMS INC 102,208 98,396
458140CE8 INTEL CORP SR NT 198,514 198,980
482480AF7 KLA TENCOR CORP 106,442 102,848
501044DJ7 KROGER CO 23,712 24,408
695114CS5 PACIFICORP 26,696 24,808
808513AL9 CHARLES SCHWAB CORP 26,333 24,927
808513BW4 SCHWAB CHARLES CORP 186,366 194,254
828807CV7 SIMON PROPERTY GROUP 26,918 24,824
89236TEW1 TOYOTA MOTOR MTN 26,894 24,915
91324PFG2 UNITEDHEALTH GROUP 103,007 99,491

TY 2024 InvestmentsCorpStockSchedule
Name:
PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
EIN:
84-6191934
Name of Stock End of Year Book Value End of Year Fair Market Value
000360206 AAON INC 23,935 122,152
000375204 ABB LTD A D R 37,444 56,664
001744101 AMN HEALTHCARE SERVI 3,706 1,890
00202F102 A P MOLLER MAERSK A 30,382 17,274
00287Y109 ABBVIE INC 61,818 113,550
006754204 ADECCO GROUP AG A D 3,407 1,479
00724F101 ADOBE SYS INC 191,436 183,208
007903107 ADVANCED MICRO DEVIC 6,038 14,736
00846U101 AGILENT TECHNOLOGIES 4,311 7,389
012653101 ALBEMARLE CORP 2,615 3,443
02079K107 ALPHABET INC CL C 121,878 304,704
02079K305 ALPHABET INC CL A 42,341 140,082
023135106 AMAZON.COM INC 211,108 349,927
03027X100 AMERICAN TOWER CORP 43,024 33,931
031100100 AMETEK INC 26,963 63,992
03662Q105 A N S Y S INC 6,092 8,433
036752103 ELEVANCE HEALTH INC 2,907 3,689
037833100 APPLE INC 81,667 407,433
038222105 APPLIED MATERIALS IN 58,929 132,706
042735100 ARROW ELECTRONICS IN 3,924 5,656
049468101 ATLASSIAN CORPORATIO 1,270 1,704
053015103 AUTOMATIC DATA PROCE 5,443 13,758
05523R107 B A E SYSTEMS P L C 15,896 25,665
055622104 BP PLC SPON A D R 13,172 10,937
057665200 BALCHEM CORP 3,174 5,216
05946K101 BANCO BILBAO VIZCAYA 4,471 4,743
060505104 BANK OF AMERICA CORP 8,474 10,988
084670702 BERKSHIRE HATHAWAY I 156,880 240,238
088606108 B H P BILLITON LIMIT 1,996 2,002
090572207 BIO RAD LABS INC CL 3,614 3,285
09290D101 BLACKROCK INC COM 155,816 271,654
09857L108 BOOKING HOLDINGS INC 4,280 9,937
099406100 BOOT BARN HOLDINGS I 1,497 12,905
11135F101 BROADCOM INC 135,337 651,470
12572Q105 CME GROUP INC 17,350 24,849
126402106 CSW INDUSTRIALS INC 1,892 9,173
126501105 CTS CORP 2,837 5,800
127190304 CACI INTERNATIONAL I 6,984 12,122
138006309 CANON INC SPONS A D 56,104 89,653
15135B101 CENTENE CORP COM 97,975 84,751
169656105 CHIPOTLE MEXICAN GRI 3,115 9,045
17275R102 CISCO SYSTEMS INC 106,595 125,149
199908104 COMFORT SYS USA INC 1,992 21,627
20030N101 COMCAST CORP CLASS A 183,077 159,803
204409601 CEMIG SA A D R 7,039 6,475
20825C104 CONOCOPHILLIPS 20,974 39,271
217204106 COPART INC COM 83,202 205,915
22160K105 COSTCO WHOLESALE COR 62,205 200,663
23331A109 D R HORTON INC 44,195 153,662
235851102 DANAHER CORP 99,292 150,585
237194105 DARDEN RESTAURANTS I 5,773 12,135
237545108 DASSAULT SYSTEMES SA 2,851 2,101
23804L103 DATADOG INCCLASS A 2,538 3,572
244199105 DEERE CO 9,432 24,575
25157Y202 DEUTSCHE POST AG A D 3,370 1,989
253868103 DIGITAL REALTY TRUST 71,432 92,034
254687106 WALT DISNEY CO 194,287 169,363
258278100 DORMAN PRODUCTS INC 3,641 6,478
26874R108 E N I SPA A D R 5,002 4,213
277432100 EASTMAN CHEM CO 3,075 3,653
29275Y102 ENERSYS 2,553 3,605
29286D105 ENGIE A D R 2,230 2,614
29362U104 ENTEGRIS INC 1,826 1,981
29444U700 EQUINIX INC 151,294 211,207
29786A106 ETSY INC 6,443 6,823
302081104 EXLSERVICE HLDGS INC 2,974 9,542
30215C101 EXPERIAN GROUP LTD A 2,570 2,863
30303M102 FACEBOOK INC A 143,327 358,918
303075105 FACTSET RESEARCH SYS 16,021 37,942
337738108 FISERV INC 5,554 10,271
34959E109 FORTINET INC 8,911 51,019
34965K107 FORTREA HLDGS INC 489 373
349853101 FORWARD AIR CORP 3,743 1,742
35138V102 FOX FACTORY HOLDING 30,850 23,853
353514102 FRANKLIN ELEC INC 2,807 5,165
361448103 G A T X CORP 3,672 6,973
372303206 GENMAB A S SP A D R 13,155 7,534
38141G104 GOLDMAN SACHS GROUP 17,728 49,818
40412C101 HCA HEALTHCARE INC 2,142 5,103
42751Q105 HERMES INTL A D R 11,862 14,820
437076102 HOME DEPOT INC 17,033 37,343
438128308 HONDA MOTOR CO LTD A 35,622 33,632
438516106 HONEYWELL INTL INC 109,568 138,922
441593100 HOULIHAN LOKEY INC 3,325 12,156
44925C103 ICF INTERNATIONAL IN 4,395 7,153
455793109 INDITEX UNSPON A D R 20,377 28,393
456788108 INFOSYS LTD SP A D R 5,222 6,532
457985208 INTEGRA LIFESCIENCES 10,819 4,309
45841N107 INTERACTIVE BROKERS 34,834 115,366
45866F104 INTERCONTINENTAL EXC 5,759 9,090
459200101 INTL BUSINESS MCHN C 2,960 5,496
461202103 INTUIT INC 3,798 8,799
46120E602 INTUITIVE SURGICAL I 3,801 10,439
46625H100 J P MORGAN CHASE CO 44,275 97,562
478160104 JOHNSON JOHNSON 47,861 52,208
482480100 KLA CORPORATION 1,088 5,671
493267108 KEYCORP 3,186 2,914
49338L103 KEYSIGHT TECHNOLOGIE 5,460 8,192
493732101 K FORCE INC 2,573 3,742
494368103 KIMBERLY CLARK CORP 1,898 2,228
500467501 KONINKLIJKE AHOLD DE 26,598 38,684
500643200 KORN FERRY INTL 1,832 4,856
50212V100 LPL FINANCIAL HOLDIN 40,887 162,602
502441306 LVMH MOET HENNESSY A 40,101 51,623
504922105 LABCORP HOLDINGS INC 2,911 4,586
505336107 LA Z BOY INC 2,556 4,357
512807306 LAM RESEARCH CORP 1,078 4,334
532457108 ELI LILLY CO 146,899 464,744
537008104 LITTELFUSE INC 5,359 7,070
539830109 LOCKHEED MARTIN CORP 163,505 192,432
550021109 LULULEMON ATHLETICA 5,216 7,648
56585A102 MARATHON PETROLEUM C 13,796 23,715
57060D108 MARKETAXESS HLDGS IN 25,824 27,577
571748102 MARSH MCLENNAN COS I 1,668 5,310
573874104 MARVELL TECHNOLOGY I 16,309 85,267
574599106 MASCO CORP 5,964 9,434
57636Q104 MASTERCARD INC 71,643 182,193
580135101 MCDONALDS CORP COM 858 2,029
58506Q109 MEDPACE HLDGS INC 2,222 9,967
58933Y105 MERCK AND CO INC 20,129 36,410
594918104 MICROSOFT CORP 121,403 363,755
606776201 MITSUBISHI ELECTRIC 15,340 25,212
60687Y109 MIZUHO FNL GRP A D R 1,725 3,775
60786M105 MOELIS CO 1,729 5,615
609839105 MONOLITHIC POWER SYS 9,252 48,519
617700109 MORNINGSTAR INC 37,499 99,344
629445206 NVE CORP 6,248 6,514
63947X101 NCINO INC COM 63,478 47,650
641069406 NESTLE SA SPONSORED 17,725 11,438
64110L106 NETFLIX.COM INC 9,504 16,935
64110W102 NETEASE INC A D R 39,694 33,721
647581206 NEW ORIENTAL ED TECH 1,939 2,375
65336K103 NEXSTAR MEDIA GROUP 7,756 11,848
65339F101 NEXTERA ENERGY INC 61,488 64,736
653656108 NICE SYS LTD SPONSOR 21,954 19,701
654106103 NIKE INC 3,558 1,892
666807102 NORTHROP GRUMMAN COR 1,177 1,877
66987V109 NOVARTIS AG A D R 76,385 78,724
670100205 NOVO NORDISK AS A D 67,925 74,665
67066G104 NVIDIA CORP 1,653 25,515
67103H107 O REILLY AUTOMOTIVE 154,376 316,609
683344105 ONTO INNOVATION INC 2,558 13,334
68389X105 ORACLE CORPORATION 103,700 232,629
693475105 PNC FINANCIAL SVCS C 20,856 31,049
70432V102 PAYCOM SOFTWARE INC 10,924 18,447
70450Y103 PAYPAL HOLDINGS INC 3,295 2,390
713448108 PEPSICO INC CAP 19,297 25,242
715684106 P T TELEKOMUNIKASI I 3,638 2,599
74144T108 T ROWE PRICE GROUP I 13,197 13,571
741511109 PRICE SMART INC 12,492 13,365
742718109 PROCTER GAMBLE CO 153,468 182,906
743315103 PROGRESSIVE CORP 4,941 16,773
74340W103 PROLOGIS INC COM 155,086 168,380
754730109 RAYMOND JAMES FINL I 4,701 12,426
759530108 RELX PLC SPON A D R 31,710 40,787
760759100 REPUBLIC SVCS INC 6,996 16,094
771195104 ROCHE HOLDINGS LTD S 41,081 43,356
776696106 ROPER TECHNOLOGIES I 3,502 5,199
780259305 SHELL PLC SPON A D R 51,763 51,874
78409V104 S P GLOBAL INC COM 10,363 13,945
78440P306 SK TELECOM LTD A D R 5,731 5,639
78463M107 SPS COMMERCE INC 18,599 46,181
786584102 SAFRAN SA UNSPON A D 2,583 3,161
803054204 SAP SE SPON ADR A D 70,584 128,522
810186106 THE SCOTTS MIRACLE G 4,093 2,654
81211K100 SEALED AIR CORP 3,017 2,706
816300107 SELECTIVE INS GROUP 4,628 7,575
81762P102 SERVICENOW INC 2,795 10,601
81768T108 SERVISFIRST BANCSHAR 73,313 68,894
824348106 SHERWIN WILLIAMS CO 127,271 179,483
82509L107 SHOPIFY INC A 2,214 7,443
83088M102 SKYWORKS SOLUTIONS I 4,814 4,434
833034101 SNAP ON INC 4,465 9,505
83304A106 SNAP INC 3,977 2,208
855244109 STARBUCKS CORP COM 162,366 184,964
860630102 STIFEL FINL CORP 7,014 19,519
863667101 STRYKER CORP 153,168 260,676
871607107 SYNOPSYS INC 5,032 17,473
871829107 SYSCO CORP 2,564 3,441
874039100 TAIWAN SEMICONDUCTOR 17,302 88,278
87612E106 TARGET CORP COM 72,401 111,388
88162G103 TETRA TECH INC 3,265 7,570
882508104 TEXAS INSTRUMENTS IN 105,728 131,069
883556102 THERMO FISHER SCIENT 150,994 161,271
89151E109 TOTALENERGIES SE A D 15,003 11,990
89400J107 TRANSUNION 15,078 14,370
89832Q109 TRUIST FINANCIAL COR 14,341 17,959
907818108 UNION PACIFIC CORP 1,377 2,965
911312106 UNITED PARCEL SERVIC 16,307 16,393
911363109 UNITED RENTALS INC C 27,869 140,888
91324P102 UNITEDHEALTH GROUP I 108,698 143,664
92763W103 VIPSHOP HOLDINGS LTD 25,716 24,111
92826C839 VISA INC 154,125 268,634
931142103 WAL MART STORES INC 114,756 241,235
955306105 WEST PHARMACEUTICAL 35,006 77,632
97651M109 WIPRO LIMITED A D R 16,172 24,405
977874205 WOLTERS KLUWER NV SP 15,321 21,625
G1151C101 ACCENTURE PLC IRELAN 167,013 194,540
G25508105 CRH PLC 15,565 32,012
G25839104 COCA COLA EUROPACIFI 2,569 3,072
G29183103 EATON CORP PLC SHS 1,116 4,646
G4705A100 ICON PLC 5,323 7,130
G54950103 LINDE PLC SHS 5,153 10,467
G5960L103 MEDTRONIC PLC 108,183 85,232
G8060N102 SENSATA TECHNOLOGIES 8,000 4,247
G98196101 WNS HLDGS LTD COM SH 24,437 13,554
H1467J104 CHUBB LIMITED COM 4,861 11,052
L8681T102 SPOTIFY TECHNOLOGY S 49,066 140,477
M22465104 CHECK POINT SOFTWARE 58,978 94,657
M2682V108 CYBER ARK SOFTWARE L 3,378 7,329
N14506104 ELASTIC NV 1,778 3,963

TY 2024 InvestmentsOtherSchedule2
Name:
PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
EIN:
84-6191934
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
922042858 VANGUARD FTSE EMERGI AT COST 201,888 217,866
04314H568 ARTISAN HIGH INCOME AT COST 675,000 643,128
90386K720 ULTIMUS MANAGE WESTW AT COST 314,949 430,140
56064L298 NYLI CBRE GLOBAL INF AT COST 330,000 328,717
SEE ATTACHED      
36381Y108 MONDRIAN INTERNATION AT COST 406,582 367,591
464288521 ISHARES CORE US REIT AT COST 111,095 119,893
693390882 PIMCO INTL BD FD US AT COST 790,000 830,280
921937835 VANGUARD TOTAL BOND AT COST 2,089,210 2,075,682
921943858 VANGUARD FTSE DEVELO AT COST 123,408 134,565
922908645 VANGUARD MID-CAP IND AT COST 80,246 101,224
949915482 ALLSPRING SPECIAL MI AT COST 610,000 569,467
98149E303 SPDR GOLD MINISHARES AT COST 110,533 124,776
02508F745 AMERICAN CENTURY SMA AT COST 193,700 172,051
03463K406 ANGEL OAK MULTI STRA AT COST 950,000 942,899
149498107 CAUSEWAY EMERGING MA AT COST 764,400 780,908
256210105 DODGE COX INCOME AT COST 175,000 177,728
316200203 FIDELITY AGGRESSIVE AT COST 500,000 528,592
31635V729 FIDELITY LARGE CAP G AT COST 60,000 60,308
464287630 ISHARES RUSSELL 2000 AT COST 256,403 345,906
464287648 ISHARES RUSSELL 2000 AT COST 179,393 301,635
52471E258 CLEARBRIDGE INTERNAT AT COST 659,951 856,152
74440B884 PGIM TOTAL RETURN BO AT COST 1,175,000 1,094,859
87245P668 NUVEEN INFLATION LIN AT COST 562,000 560,870
89155H793 TOUCHSTONE MID CAP Y AT COST 705,976 941,919

TY 2024 LegalFeesSchedule
Name:
PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
EIN:
84-6191934
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 2,153     2,153


TY 2024 OtherAssetsSchedule
Name:
PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
EIN:
84-6191934
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INCOME   0 0
000000000 MISCELLANEOUS ENTRY 9,736 17,973 17,973


TY 2024 OtherDecreasesSchedule
Name:
PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
EIN:
84-6191934
Description Amount
CY PURCHASE OF ACCRUED INTEREST 992
ROC ON CY SALES 1,493
ULTIMUS MANAGE PY ROC ADJUSTMENT 2,269
PY ROC ADJUSTMENT 10,171


TY 2024 OtherExpensesSchedule
Name:
PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
EIN:
84-6191934
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 1,610 1,610   0
INVESTMENT EXPENSES 73 73   0


TY 2024 OtherIncomeSchedule2
Name:
PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
EIN:
84-6191934
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 275 275  
FEDERAL TAX REFUND 55,000 0  


TY 2024 TaxesSchedule
Name:
PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
EIN:
84-6191934
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 10,579 10,579   0
FEDERAL ESTIMATES - PRINCIPAL 5,222 0   0
FOREIGN TAXES ON NONQUALIFIED 5,519 5,519   0