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
THE A C AND ELLA LONG STANFIELD
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 505 MAC H0006-092
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAINT LOUIS, MO63166
A Employer identification number

58-6427080
B Telephone number (see instructions)

(888) 730-4933
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$3,545,935J 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... 95,847 95,147  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 189,481
b Gross sales price for all assets on line 6a 913,536
7 Capital gain net income (from Part IV, line 2)... 189,481
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........ 285,328 284,628  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 41,684 37,516   4,168
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,485 0 0 1,485
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
4,579 4,579   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,325 566   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.......... 50,073 42,661 0 5,653
25 Contributions, gifts, grants paid....... 130,000 130,000
26 Total expenses and disbursements. Add lines 24 and 25 180,073 42,661 0 135,653
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 105,255
b Net investment income (if negative, enter -0-) 241,967
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............. 665 3,963 3,963
2 Savings and temporary cash investments......... 143,487 140,556 140,556
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)....... 761,116 Click to see attachment
List of Attached Documents:
// Content
809,733 		1,300,399
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,838,598 Click to see attachment
List of Attached Documents:
// Content
1,896,289 		2,101,017
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) 2,743,866 2,850,541 3,545,935
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........ 2,743,866 2,850,541
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)..... 2,743,866 2,850,541
30 Total liabilities and net assets/fund balances (see instructions). 2,743,866 2,850,541
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
2,743,866
2
Enter amount from Part I, line 27a .....................
2
105,255
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,501
4
Add lines 1, 2, and 3 ..........................
4
2,851,622
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,081
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,850,541
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 213. ARCHER DANIELS MIDLAND CO   2022-09-07 2024-03-14
b 10. ARISTA NETWORKS INC   2022-12-21 2024-03-14
c 7. BROADCOM INC   2022-03-24 2024-03-14
d 13. CADENCE DESIGN SYSTEMS INC   2023-05-30 2024-03-14
e 9. COSTCO WHOLESALE CORP   2018-03-20 2024-03-14
16. EMCOR GROUP INC COM   2016-12-13 2024-03-14
22. O'REILLY AUTOMOTIVE INC   2020-12-23 2024-03-14
233. ON SEMICONDUCTOR CORP   2023-05-30 2024-03-14
413. PFIZER INC   2021-06-24 2024-03-14
38. ULTA BEAUTY INC   2023-02-16 2024-03-14
77. NVENT ELECTRIC PLC-W/I   2022-12-21 2024-03-14
1328.658 INV OPP DEVELOP MRKTS-R6 7038   2014-02-06 2024-05-03
424. VANGUARD LONG-TERM BOND ETF   2023-08-23 2024-05-03
14. AGCO CORP COM   2022-03-25 2024-05-06
11. ABBVIE INC   2018-03-20 2024-05-06
3. ADOBE SYS INC   2020-11-16 2024-05-06
26. ALPHABET INC CL C   2023-08-10 2024-05-06
15. AMAZON COM INC COM   2020-08-21 2024-05-06
9. AMERISOURCEBERGEN CORP   2023-02-16 2024-05-06
7. AMGEN INC   2023-08-10 2024-05-06
27. APPLE INC   2010-07-12 2024-05-06
13. APPLIED MATERIALS INC   2021-02-12 2024-05-06
7. ARISTA NETWORKS INC   2022-12-21 2024-05-06
2. BROADCOM INC   2022-03-24 2024-05-06
17. CF INDS HLDGS INC   2022-06-13 2024-05-06
6. CADENCE DESIGN SYSTEMS INC   2023-05-30 2024-05-06
11. CHEVRON CORP   2021-03-19 2024-05-06
23. CITIGROUP INC.   2021-10-04 2024-05-06
33. CITIZENS FINANCIAL GROUP INC   2017-01-11 2024-05-06
21. COLGATE PALMOLIVE CO   2024-03-14 2024-05-06
15. CONOCOPHILLIPS   2021-08-20 2024-05-06
41. COPART INC COM   2022-03-24 2024-05-06
3. COSTCO WHOLESALE CORP   2018-03-20 2024-05-06
17. DATADOG INC   2024-03-14 2024-05-06
15. EOG RESOURCES, INC   2023-11-15 2024-05-06
22. EDWARDS LIFESCIENCES CORP   2023-05-30 2024-05-06
7. EMCOR GROUP INC COM   2016-12-13 2024-05-06
1. FIRST CTZNS BANCSHARES INC CL A   2023-11-15 2024-05-06
65. FOX CORP   2023-08-10 2024-05-06
4. GOLDMAN SACHS GROUP INC   2020-08-21 2024-05-06
49. HALLIBURTON CO   2022-12-21 2024-05-06
6. INTUITIVE SURGICAL INC   2023-08-10 2024-05-06
10. JPMORGAN CHASE & CO   2015-05-18 2024-05-06
3. KLA-TENCOR CORP COM   2023-11-15 2024-05-06
15. LENNAR CORPORATION CLASS A COMMON   2021-12-30 2024-05-06
4. MASTERCARD INC   2022-09-07 2024-05-06
17. MICROSOFT CORP   2020-06-29 2024-05-06
3. NETFLIX.COM INC   2024-03-14 2024-05-06
10. NUCOR CORP   2021-10-04 2024-05-06
18. ORACLE CORPORATION   2021-03-19 2024-05-06
17. PACCAR INC   2024-03-14 2024-05-06
23. PULTE GRP INC   2020-03-09 2024-05-06
11. QUALCOMM INC   2024-03-14 2024-05-06
3. REGENERON PHARMACEUTICALS INC   2020-09-18 2024-05-06
6. RELIANCE STL & ALUM CO COM   2019-05-20 2024-05-06
16. ROSS STORES INC   2023-11-15 2024-05-06
17. SIMON PROPERTY GROUP INC   2022-06-13 2024-05-06
6. UNITED THERAPEUTICS CORP DEL   2020-04-21 2024-05-06
3. UNITEDHEALTH GROUP INC   2022-09-07 2024-05-06
48. VIRTU FINANCIAL INC   2022-03-28 2024-05-06
51. WEYERHAEUSER CO   2021-06-24 2024-05-06
25. NVENT ELECTRIC PLC-W/I   2022-12-21 2024-05-06
20. ROYAL CARRIBEAN CRUISE   2023-11-15 2024-05-06
24357.28 T ROWE PR SHRT-TRM BND-I #442     2024-05-09
2. ALPHABET INC CL C   2023-08-10 2024-05-21
1. APPLE INC   2010-07-12 2024-05-21
1. CITIGROUP INC.   2021-10-04 2024-05-21
3. CITIGROUP INC.   2021-10-04 2024-05-21
3. COLGATE PALMOLIVE CO   2024-03-14 2024-05-21
2. DATADOG INC   2024-03-14 2024-05-21
1. EDWARDS LIFESCIENCES CORP   2023-05-30 2024-05-21
4. FOX CORP   2023-08-10 2024-05-21
1. GOLDMAN SACHS GROUP INC   2020-08-21 2024-05-21
1. JPMORGAN CHASE & CO   2015-05-18 2024-05-21
2. MICROSOFT CORP   2020-06-29 2024-05-21
1. NUCOR CORP   2021-10-04 2024-05-21
1. PACCAR INC   2024-03-14 2024-05-21
3. QUALCOMM INC   2024-03-14 2024-05-21
1. ROSS STORES INC   2023-11-15 2024-05-21
1. SIMON PROPERTY GROUP INC   2022-06-13 2024-05-21
1. UNITED THERAPEUTICS CORP DEL   2020-04-21 2024-05-21
5. NVENT ELECTRIC PLC-W/I   2022-12-21 2024-05-21
3. ROYAL CARRIBEAN CRUISE   2023-11-15 2024-05-21
1. ABBVIE INC   2024-05-21 2024-06-20
1. ABBVIE INC   2018-03-20 2024-06-20
2. ALPHABET INC CL C   2023-08-10 2024-06-20
4. AMAZON COM INC COM   2020-08-21 2024-06-20
1. AMERISOURCEBERGEN CORP   2024-05-21 2024-06-20
1. AMGEN INC   2023-08-10 2024-06-20
1. ARISTA NETWORKS INC   2022-12-21 2024-06-20
2. CF INDS HLDGS INC   2022-06-13 2024-06-20
1. CHEVRON CORP   2024-05-21 2024-06-20
3. CHEVRON CORP   2021-03-19 2024-06-20
2. CITIZENS FINANCIAL GROUP INC   2017-01-11 2024-06-20
3. CONOCOPHILLIPS   2021-08-20 2024-06-20
4. EOG RESOURCES, INC   2023-11-15 2024-06-20
4. EDWARDS LIFESCIENCES CORP   2023-05-30 2024-06-20
11. FOX CORP   2023-08-10 2024-06-20
7. HALLIBURTON CO   2022-12-21 2024-06-20
1. JPMORGAN CHASE & CO   2015-05-18 2024-06-20
2. LENNAR CORPORATION CLASS A COMMON   2024-05-21 2024-06-20
1. LENNAR CORPORATION CLASS A COMMON   2021-12-30 2024-06-20
1. MASTERCARD INC   2022-09-07 2024-06-20
2. NUCOR CORP   2021-10-04 2024-06-20
2. PULTE GRP INC   2024-05-21 2024-06-20
1. RELIANCE STL & ALUM CO COM   2024-05-21 2024-06-20
1. UNITED THERAPEUTICS CORP DEL   2020-04-21 2024-06-20
1. UNITEDHEALTH GROUP INC   2022-09-07 2024-06-20
108. CHEVRON CORP     2024-06-26
49. MASTERCARD INC     2024-06-26
53. ROYAL CARRIBEAN CRUISE     2024-06-26
1. AGCO CORP COM   2022-03-25 2024-07-19
1. AMERISOURCEBERGEN CORP   2023-02-16 2024-07-19
6. APPLE INC   2024-06-20 2024-07-19
4. BROADCOM INC   2024-05-21 2024-07-19
2. CADENCE DESIGN SYSTEMS INC     2024-07-19
1. CADENCE DESIGN SYSTEMS INC   2023-05-30 2024-07-19
2. CITIGROUP INC.   2021-10-04 2024-07-19
1. CITIZENS FINANCIAL GROUP INC   2017-01-11 2024-07-19
10. COPART INC COM     2024-07-19
3. COPART INC COM   2022-03-24 2024-07-19
1. DATADOG INC   2024-03-14 2024-07-19
1. EMCOR GROUP INC COM   2024-06-20 2024-07-19
6. INTUITIVE SURGICAL INC     2024-07-19
1. ORACLE CORPORATION   2024-06-20 2024-07-19
1. ORACLE CORPORATION   2021-03-19 2024-07-19
4. PULTE GRP INC   2020-03-09 2024-07-19
4. QUALCOMM INC   2024-06-20 2024-07-19
1. SIMON PROPERTY GROUP INC   2024-06-20 2024-07-19
9. UNITED AIRLINES HOLDINGS INC.   2024-06-26 2024-07-19
29.00012 VIRTU FINANCIAL INC   2022-03-28 2024-07-19
.99988 VIRTU FINANCIAL INC   2022-03-28 2024-07-19
5. NVENT ELECTRIC PLC-W/I   2024-06-20 2024-07-19
2. ROYAL CARRIBEAN CRUISE   2023-11-15 2024-07-19
825. ISHARES S&P MID-CAP 400 GROWTH   2018-12-28 2024-07-26
5387.931 WESTERN ASSET CORE PLUS F/C-IS 2272   2007-11-16 2024-07-26
131. AGCO CORP COM     2024-08-23
10. ARISTA NETWORKS INC   2022-12-21 2024-08-23
3. FIRST CTZNS BANCSHARES INC CL A   2023-11-15 2024-08-23
463. HALLIBURTON CO     2024-08-23
6. INTUITIVE SURGICAL INC   2023-08-10 2024-08-23
8. KLA-TENCOR CORP COM     2024-08-23
36. LENNAR CORPORATION CLASS A COMMON   2021-12-30 2024-08-23
190. ORACLE CORPORATION   2021-03-19 2024-08-23
200. PACCAR INC     2024-08-23
51. PULTE GRP INC   2020-03-09 2024-08-23
66. RELIANCE STL & ALUM CO COM   2019-05-20 2024-08-23
1. ALPHABET INC CL C   2024-07-19 2024-09-19
1. AMAZON COM INC COM   2024-07-19 2024-09-19
5. APPLE INC   2010-07-12 2024-09-19
4. APPLIED MATERIALS INC     2024-09-19
4. APPLIED MATERIALS INC   2021-02-12 2024-09-19
2. ARISTA NETWORKS INC   2022-12-21 2024-09-19
6. BROADCOM INC   2024-05-21 2024-09-19
1. BROADCOM INC   2022-03-24 2024-09-19
1. CADENCE DESIGN SYSTEMS INC   2023-05-30 2024-09-19
1. CITIGROUP INC.   2021-10-04 2024-09-19
8. CITIZENS FINANCIAL GROUP INC   2017-01-11 2024-09-19
2. CONOCOPHILLIPS   2024-07-19 2024-09-19
1. DATADOG INC   2024-03-14 2024-09-19
2. DIAMONDBACK ENERGY INC     2024-09-19
1. GOLDMAN SACHS GROUP INC   2020-08-21 2024-09-19
1. INTERACTIVE BROKERS GROUP INC   2024-08-23 2024-09-19
2. MICROSOFT CORP   2024-06-20 2024-09-19
1. NETFLIX.COM INC   2024-03-14 2024-09-19
4. NUCOR CORP   2024-07-19 2024-09-19
12. PINTEREST INC   2024-08-23 2024-09-19
4. QUALCOMM INC   2024-06-20 2024-09-19
1. ROSS STORES INC   2024-06-20 2024-09-19
3. TWILIO INC   2024-08-23 2024-09-19
1. WEYERHAEUSER CO   2021-06-24 2024-09-19
3. NVENT ELECTRIC PLC-W/I   2024-06-20 2024-09-19
2. NVENT ELECTRIC PLC-W/I   2022-12-21 2024-09-19
1. AMGEN INC   2024-09-19 2024-10-18
75. AMGEN INC   2023-08-10 2024-10-18
6. ARISTA NETWORKS INC   2022-12-21 2024-10-18
67. CADENCE DESIGN SYSTEMS INC   2023-05-30 2024-10-18
5. COPART INC COM   2024-09-19 2024-10-18
416. COPART INC COM     2024-10-18
9. EDWARDS LIFESCIENCES CORP     2024-10-18
219. EDWARDS LIFESCIENCES CORP   2023-05-30 2024-10-18
14. EMCOR GROUP INC COM   2016-12-13 2024-10-18
28. INTERACTIVE BROKERS GROUP INC   2024-08-23 2024-10-18
56. TWILIO INC   2024-08-23 2024-10-18
85. UNITED AIRLINES HOLDINGS INC.     2024-10-18
3. ABBVIE INC   2024-09-19 2024-11-19
3. ALPHABET INC CL C   2023-08-10 2024-11-19
2. AMAZON COM INC COM   2024-07-19 2024-11-19
2. AMERISOURCEBERGEN CORP   2024-09-19 2024-11-19
2. ARISTA NETWORKS INC   2022-12-21 2024-11-19
3. COLGATE PALMOLIVE CO   2024-09-19 2024-11-19
1. COSTCO WHOLESALE CORP   2018-03-20 2024-11-19
7. DATADOG INC   2024-03-14 2024-11-19
2. EMCOR GROUP INC COM   2016-12-13 2024-11-19
9. EXELIXIS INC   2024-10-18 2024-11-19
13. FOX CORP   2024-09-19 2024-11-19
2. INTERACTIVE BROKERS GROUP INC   2024-08-23 2024-11-19
1. INTUITIVE SURGICAL INC   2023-08-10 2024-11-19
1. LENNAR CORPORATION CLASS A COMMON   2024-09-19 2024-11-19
1. NETFLIX.COM INC   2024-03-14 2024-11-19
4. OKTA INC   2024-10-18 2024-11-19
10. PINTEREST INC   2024-08-23 2024-11-19
1. SIMON PROPERTY GROUP INC   2024-09-19 2024-11-19
14. UNITED AIRLINES HOLDINGS INC.   2024-06-26 2024-11-19
1. UNITED THERAPEUTICS CORP DEL   2024-09-19 2024-11-19
1. UNITEDHEALTH GROUP INC   2024-09-19 2024-11-19
24. VIRTU FINANCIAL INC   2022-03-28 2024-11-19
6. NVENT ELECTRIC PLC-W/I   2022-12-21 2024-11-19
1. ROYAL CARRIBEAN CRUISE   2024-09-19 2024-11-19
82. UNITED AIRLINES HOLDINGS INC.   2024-06-26 2024-12-30
286. NVENT ELECTRIC PLC-W/I   2022-12-21 2024-12-30
1. ROYAL CARRIBEAN CRUISE   2024-09-19 2024-12-30
26. ROYAL CARRIBEAN CRUISE   2023-11-15 2024-12-30
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 12,355   18,586 -6,231
b 2,841   1,235 1,606
c 8,882   4,376 4,506
d 3,976   3,051 925
e 6,584   1,674 4,910
5,174   1,161 4,013
24,478   10,107 14,371
17,911   19,532 -1,621
11,571   16,163 -4,592
21,446   20,110 1,336
5,397   2,975 2,422
52,881   46,418 6,463
29,368   29,999 -631
1,612   2,033 -421
1,781   1,252 529
1,478   1,379 99
4,389   3,413 976
2,818   2,465 353
2,010   1,431 579
2,102   1,838 264
4,911   252 4,659
2,710   1,506 1,204
1,948   865 1,083
2,611   1,250 1,361
1,268   1,468 -200
1,707   1,408 299
1,783   1,143 640
1,442   1,646 -204
1,178   1,193 -15
1,952   1,855 97
1,854   791 1,063
2,279   1,293 986
2,257   558 1,699
2,139   2,077 62
1,959   1,848 111
1,868   1,791 77
2,602   508 2,094
1,727   1,476 251
2,110   2,234 -124
1,771   808 963
1,811   1,893 -82
2,293   1,830 463
1,910   665 1,245
2,148   1,637 511
2,408   1,733 675
1,789   1,313 476
7,007   3,359 3,648
1,785   1,833 -48
1,705   970 735
2,120   1,198 922
1,786   1,954 -168
2,708   891 1,817
1,997   1,849 148
2,869   1,692 1,177
1,754   525 1,229
2,110   1,982 128
2,461   1,650 811
1,560   628 932
1,478   1,566 -88
1,095   1,799 -704
1,584   1,722 -138
1,910   966 944
2,855   2,038 817
110,826   118,226 -7,400
357   263 94
192   9 183
64   72 -8
192   215 -23
284   265 19
246   244 2
90   81 9
133   137 -4
470   202 268
198   66 132
860   395 465
171   97 74
105   115 -10
603   504 99
132   124 8
147   97 50
275   105 170
414   193 221
449   306 143
172   163 9
172   114 58
354   263 91
740   657 83
236   217 19
309   263 46
340   124 216
148   173 -25
157   160 -3
472   312 160
70   72 -2
335   158 177
487   493 -6
361   326 35
377   378 -1
234   270 -36
198   66 132
298   325 -27
149   116 33
453   328 125
316   194 122
220   236 -16
281   300 -19
310   105 205
484   522 -38
16,863   10,444 6,419
22,234   13,395 8,839
8,515   5,546 2,969
102   145 -43
224   159 65
1,348   1,258 90
637   561 76
558   609 -51
279   235 44
131   143 -12
41   36 5
519   538 -19
156   95 61
119   122 -3
363   383 -20
2,723   1,956 767
139   143 -4
139   67 72
501   155 346
752   857 -105
154   147 7
430   434 -4
844   1,087 -243
29   37 -8
376   392 -16
336   204 132
75,155   39,257 35,898
50,000   54,442 -4,442
11,876   18,905 -7,029
3,544   1,235 2,309
6,045   4,429 1,616
14,630   17,880 -3,250
2,906   1,830 1,076
6,500   4,651 1,849
6,647   4,160 2,487
26,230   12,650 13,580
19,285   22,978 -3,693
6,863   1,976 4,887
18,504   5,780 12,724
164   180 -16
189   183 6
1,141   47 1,094
782   913 -131
782   464 318
757   247 510
1,007   842 165
168   63 105
282   235 47
62   72 -10
337   289 48
221   229 -8
116   122 -6
361   403 -42
502   202 300
132   122 10
877   889 -12
714   611 103
591   653 -62
368   388 -20
693   857 -164
154   148 6
187   182 5
34   34  
209   235 -26
139   77 62
321   336 -15
24,091   19,693 4,398
2,414   741 1,673
17,508   15,726 1,782
269   259 10
22,403   13,086 9,317
627   683 -56
15,261   17,824 -2,563
6,260   1,016 5,244
4,175   3,429 746
3,969   3,397 572
6,296   4,127 2,169
500   577 -77
537   394 143
408   366 42
485   454 31
754   247 507
280   308 -28
928   186 742
923   855 68
1,022   145 877
309   260 49
593   530 63
370   245 125
538   305 233
169   191 -22
871   611 260
297   299 -2
296   323 -27
181   167 14
1,311   675 636
361   346 15
579   576 3
879   899 -20
458   232 226
233   172 61
7,864   3,955 3,909
19,480   11,052 8,428
231   172 59
6,011   2,650 3,361
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
      9,594
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       -6,231
b       1,606
c       4,506
d       925
e       4,910
      4,013
      14,371
      -1,621
      -4,592
      1,336
      2,422
      6,463
      -631
      -421
      529
      99
      976
      353
      579
      264
      4,659
      1,204
      1,083
      1,361
      -200
      299
      640
      -204
      -15
      97
      1,063
      986
      1,699
      62
      111
      77
      2,094
      251
      -124
      963
      -82
      463
      1,245
      511
      675
      476
      3,648
      -48
      735
      922
      -168
      1,817
      148
      1,177
      1,229
      128
      811
      932
      -88
      -704
      -138
      944
      817
      -7,400
      94
      183
      -8
      -23
      19
      2
      9
      -4
      268
      132
      465
      74
      -10
      99
      8
      50
      170
      221
      143
      9
      58
      91
      83
      19
      46
      216
      -25
      -3
      160
      -2
      177
      -6
      35
      -1
      -36
      132
      -27
      33
      125
      122
      -16
      -19
      205
      -38
      6,419
      8,839
      2,969
      -43
      65
      90
      76
      -51
      44
      -12
      5
      -19
      61
      -3
      -20
      767
      -4
      72
      346
      -105
      7
      -4
      -243
      -8
      -16
      132
      35,898
      -4,442
      -7,029
      2,309
      1,616
      -3,250
      1,076
      1,849
      2,487
      13,580
      -3,693
      4,887
      12,724
      -16
      6
      1,094
      -131
      318
      510
      165
      105
      47
      -10
      48
      -8
      -6
      -42
      300
      10
      -12
      103
      -62
      -20
      -164
      6
      5
       
      -26
      62
      -15
      4,398
      1,673
      1,782
      10
      9,317
      -56
      -2,563
      5,244
      746
      572
      2,169
      -77
      143
      42
      31
      507
      -28
      742
      68
      877
      49
      63
      125
      233
      -22
      260
      -2
      -27
      14
      636
      15
      3
      -20
      226
      61
      3,909
      8,428
      59
      3,361
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 189,481
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 3,363
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 3,363
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 3,363
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,696
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,667
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,363
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 arrowGA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowWELLS FARGO BANK NA Telephone no.right arrow (800) 352-3705

Located atright arrow100 N MAIN ST FL 5D4001-052WINSTON SALEMNC ZIP+4right arrow27101
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
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
WELLS FARGO BANK N A TRUSTEE
1 		41,684    
100 N MAIN ST FL 5D4001-052
WINSTONSALEM,NC27101
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
3,309,839
b
Average of monthly cash balances.......................
1b
145,022
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,454,861
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
3,454,861
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
51,823
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,403,038
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
170,152
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
170,152
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,363
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,363
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
166,789
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
166,789
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
166,789
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
135,653
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
135,653
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 7 166,789
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 127,852
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$ 135,653
a Applied to 2023, but not more than line 2a 127,852
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..... 7,801
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 .......... 		158,988
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

AMERICAN LUNG ASSOCIATION

13100 WEST LISBON ROAD SUITE 700
BROOKFIELD,WI53005 		NONE PC GENERAL OPERATING 14,926

AMERICAN CANCER SOCIETY INC

3380 CHASTAIN MEADOWS PKWYNW STE 20
KENNESAW,GA30144 		NONE PC GENERAL OPERATING 14,926

AMERICAN HEART ASSOCIATION

11207 BLUE HERON BLVD N
ST PETERSBURG,FL33716 		NONE PC GENERAL OPERATING 14,926

THE SALVATION ARMY A GEORGIA CORP

1555 KING ST
ALEXANDRIA,VA22314 		NONE PC GENERAL OPERATING 14,926

DIABETES ASSOCIATION OF ATLANTA

75 MARIETTA STREET NW SUITE 304
ATLANTA,GA30303 		NONE PC GENERAL OPERATING 14,926

HUMANE SOCIETY AND SPCA OF

7810 B MT ZION BOULEVARD
JONESBORO,GA30236 		NONE PC GENERAL OPERATING 14,926

RIVERDALE FIRST UMC

6390 CHURCH STREET
RIVERDALE,GA30274 		NONE PC GENERAL OPERATING 14,926

LIBERTY HILL BAPTIST CHURCH SBC

2957 MT CARMEL RD
HAMPTON,GA30228 		NONE PC GENERAL OPERATING 5,296

FLAT ROCK CEMETERY CARE INC

2989 BOBOLINK DRIVE
REX,GA30273 		NONE NC GENERAL OPERATING 5,296

SOUTHWEST CHRISTIAN HOSPICE

7225 LESTER ROAD
UNION CITY,GA30291 		NONE PC GENERAL OPERATING 14,926
Total .................................right arrow 3a 130,000
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 95,847  
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 ............ 		    18 189,481  
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) ..   285,328  
13Total. Add line 12, columns (b), (d), and (e)..................
13
285,328
(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)
Yes
 
(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
1a(1) 5,296 FLAT ROCK CEMETERY CARE INC CASH
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE A C AND ELLA LONG STANFIELD
EIN:
58-6427080
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,485     1,485

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

TY 2024 ExpenditureResponsibilityStmt
Name:
THE A C AND ELLA LONG STANFIELD
EIN:
58-6427080
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
FLAT ROCK CEMETERY CARE INC
  		124 TAMERLANE
PEACHTREE CITY,GA30269 		2024-07-01 5,296 MAINTENANCE OF THE CEMETERY   TO THE TRUST'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED PENDING    

TY 2024 InvestmentsCorpStockSchedule
Name:
THE A C AND ELLA LONG STANFIELD
EIN:
58-6427080
Name of Stock End of Year Book Value End of Year Fair Market Value
57636Q104 MASTERCARD INC    
46625H100 JPMORGAN CHASE & CO 7,989 28,046
00724F101 ADOBE INC 13,793 13,340
166764100 CHEVRON CORP    
759509102 RELIANCE STL & ALUM    
594918104 MICROSOFT CORP 4,866 69,548
02079K107 ALPHABET INC CL C 12,927 55,799
91307C102 UNITED THERAPEUTICS 6,818 22,229
037833100 APPLE INC 3,211 68,615
22160K105 COSTCO WHOLESALE COR 6,139 30,237
174610105 CITIZENS FINANCIAL G 9,896 15,360
023135106 AMAZON COM INC COM 27,058 38,393
20825C104 CONOCOPHILLIPS 7,588 15,471
745867101 PULTE GRP INC 7,213 19,384
67103H107 O'REILLY AUTOMOTIVE    
29084Q100 EMCOR GROUP INC COM 3,997 27,688
00287Y109 ABBVIE INC 17,968 24,345
38141G104 GOLDMAN SACHS GROUP 10,657 28,058
75886F107 REGENERON PHARMACEUT 13,153 16,384
038222105 APPLIED MATERIALS IN 15,162 20,979
670346105 NUCOR CORP 11,247 13,305
717081103 PFIZER INC    
172967424 CITIGROUP INC. 17,725 17,457
68389X105 ORACLE CORPORATION    
217204106 COPART INC COM    
928254101 VIRTU FINANCIAL INC 26,040 25,547
125269100 CF INDS HLDGS INC 14,424 14,248
91324P102 UNITEDHEALTH GROUP I 16,762 16,188
001084102 AGCO CORP COM    
406216101 HALLIBURTON CO    
040413106 ARISTA NETWORKS INC    
11135F101 BROADCOM INC 14,185 51,468
526057104 LENNAR CORPORATION C 13,825 16,228
039483102 ARCHER DANIELS MIDLA    
G6700G107 NVENT ELECTRIC PLC-W    
03073E105 CENCORA INC 14,946 21,120
031162100 AMGEN INC    
127387108 CADENCE DESIGN SYSTE    
26875P101 EOG RESOURCES, INC 19,736 19,613
28176E108 EDWARDS LIFESCIENCES    
31946M103 FIRST CTZNS BANCSHAR 16,241 23,243
35137L105 FOX CORP 19,520 27,496
46120E602 INTUITIVE SURGICAL I 16,167 27,664
482480100 KLA CORP 16,982 19,534
682189105 ON SEMICONDUCTOR COR    
778296103 ROSS STORES INC 20,256 24,657
90384S303 ULTA BEAUTY INC    
V7780T103 ROYAL CARRIBEAN CRUI 12,127 27,452
040413205 ARISTA NETWORKS INC 8,152 29,180
194162103 COLGATE PALMOLIVE CO 22,925 23,546
23804L103 DATADOG INC 21,618 25,292
24703L202 DELL TECHNOLOGIES -C 25,166 25,814
25278X109 DIAMONDBACK ENERGY I 24,816 20,643
30161Q104 EXELIXIS INC 29,035 33,433
368736104 GENERAC HOLDINGS INC 27,359 27,289
45841N107 INTERACTIVE BROKERS 21,186 30,564
525327102 LEIDOS HOLDINGS, INC 25,492 23,770
64110L106 NETFLIX INC 21,997 32,088
679295105 OKTA INC 24,799 26,162
690742101 OWENS CORNING INC 26,730 24,015
72352L106 PINTEREST INC 24,120 21,634
747525103 QUALCOMM INC 22,071 20,124
87162W100 TD SYNNEX CORP 26,944 25,802
90138F102 TWILIO INC 22,887 40,098
910047109 UNITED AIRLINES HOLD 15,818 31,849

TY 2024 InvestmentsOtherSchedule2
Name:
THE A C AND ELLA LONG STANFIELD
EIN:
58-6427080
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
464287606 ISHARES S&P MID-CAP AT COST 39,733 75,927
872365713 TCW EMRG MRKTS INC-P AT COST 104,446 87,008
922908629 VANGUARD MIDCAP VIPE AT COST 174,808 296,882
46647B404 JPMORGAN MID CAP VAL AT COST 71,545 82,139
962166104 WEYERHAEUSER CO AT COST 16,984 14,188
77957P402 T ROWE PR SHRT-TRM B      
381430503 GOLDMAN ACTIVEBETA U AT COST 50,295 118,060
957663669 WESTERN ASSET CORE P AT COST 126,458 113,288
31641Q755 FIDELITY NEW MRKTS I AT COST 100,000 90,278
00143W859 INV OPP DEVELOP MRKT      
722005667 PIMCO COMMODITY REAL AT COST 30,000 24,903
46434G103 ISHARES CORE MSCI EM AT COST 74,883 60,262
828806109 SIMON PROPERTY GROUP AT COST 15,885 28,070
057071854 BAIRD AGGREGATE BOND AT COST 515,000 506,216
77956H435 T ROWE PR OVERSEAS S AT COST 99,627 134,936
74440Y884 PGIM HIGH YIELD-Q 10 AT COST 100,540 92,761
46090F100 INVESCO OPTIMUM YIEL AT COST 25,923 28,370
72201R833 PIMCO ENHANCED SHORT AT COST 100,105 100,340
921937793 VANGUARD LONG-TERM B      
41152J108 EMBARK COMMODITY STR AT COST 35,000 35,174
46432F842 ISHARES CORE MSCI EA AT COST 55,057 52,710
693390700 PIMCO TOTAL RET FD-I AT COST 160,000 159,505

TY 2024 OtherDecreasesSchedule
Name:
THE A C AND ELLA LONG STANFIELD
EIN:
58-6427080
Description Amount
ROC ON CY SALES 108
PY RETURN OF CAPITAL ADJUSTMENT 973


TY 2024 OtherIncreasesSchedule
Name:
THE A C AND ELLA LONG STANFIELD
EIN:
58-6427080
Description Amount
MUTUAL FUND TIMING ADJ 2,500
ROUNDING 1


TY 2024 OtherProfessionalFeesSchedule
Name:
THE A C AND ELLA LONG STANFIELD
EIN:
58-6427080
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 4,579 4,579    


TY 2024 TaxesSchedule
Name:
THE A C AND ELLA LONG STANFIELD
EIN:
58-6427080
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 385 385   0
FEDERAL TAX PAYMENT - PRIOR YE 63 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,696 0   0
FOREIGN TAXES ON NONQUALIFIED 181 181   0