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 07-01-2024 , and ending 06-30-2025
Name of foundation
RICHARDSON FAM ED TR ED MAIN
 
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

83-6003603
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$41,161,766J 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... 1,052,830 1,052,830  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,654,825
b Gross sales price for all assets on line 6a 8,321,670
7 Capital gain net income (from Part IV, line 2)... 2,654,825
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
3,714 1,843  
12 Total. Add lines 1 through 11........ 3,711,369 3,709,498  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 211,629 158,722   52,907
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
2,070 0 0 2,070
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
66,487 66,487   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
64,745 13,709   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
7,115 7,115    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 352,046 246,033 0 54,977
25 Contributions, gifts, grants paid....... 2,335,686 2,335,686
26 Total expenses and disbursements. Add lines 24 and 25 2,687,732 246,033 0 2,390,663
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,023,637
b Net investment income (if negative, enter -0-) 3,463,465
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............. 2,937 -74 -74
2 Savings and temporary cash investments......... 1,041,867 1,319,309 1,319,309
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)....... 11,132,720 Click to see attachment
List of Attached Documents:
// Content
11,927,594 		26,899,319
c Investments—corporate bonds (attach schedule)....... 8,754,706 Click to see attachment
List of Attached Documents:
// Content
8,046,171 		7,853,045
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).......... 4,479,153 Click to see attachment
List of Attached Documents:
// Content
4,871,894 		5,090,167
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) 25,411,383 26,164,894 41,161,766
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........ 25,411,383 26,164,894
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)..... 25,411,383 26,164,894
30 Total liabilities and net assets/fund balances (see instructions). 25,411,383 26,164,894
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
25,411,383
2
Enter amount from Part I, line 27a .....................
2
1,023,637
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,949
4
Add lines 1, 2, and 3 ..........................
4
26,436,969
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
272,075
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
26,164,894
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 70. BOOKING HOLDINGS INC   2020-09-29 2024-07-05
b 119. BROADCOM INC     2024-07-05
c 1835. ELECTRONIC ARTS INC     2024-07-05
d 600. ELI LILLY & CO COM     2024-07-05
e 8. EQUINIX INC   2018-03-07 2024-07-16
40. FEDERAL REALTY INVESTMENT TRUS   2023-09-12 2024-07-16
31. FEDERAL REALTY INVESTMENT TRUS   2020-06-11 2024-07-16
255. FOUR CORNERS PROPERTY TRUST     2024-07-16
287. INVITATION HOMES INC     2024-07-16
48. PROLOGIS INC   2024-02-02 2024-07-16
57. PROLOGIS INC   2021-06-28 2024-07-16
150000. US TREASURY NOTE 2.000% 2/15/25   2019-06-27 2024-07-17
.5 BERKLEY W R CORP   2016-12-30 2024-07-22
1893. KINGFISHER PLC - ADR     2024-07-29
1308. TAKEDA PHARMACEUTIC-SP ADR   2017-01-03 2024-07-29
19. ATRION CORP     2024-08-22
151. NOVARTIS AG - ADR     2024-09-12
103. TAIWAN SEMICONDUCTOR MANUFACTU - ADR   2017-01-03 2024-09-12
1246. TESCO PLC ADR   2017-01-03 2024-09-12
258. CARMAX INC     2024-09-25
303. MOELIS & CO     2024-09-27
1500. BROADCOM INC   2019-11-07 2024-10-10
300. ELI LILLY & CO COM   2016-12-09 2024-10-10
368. HITACHI LIMITED - ADR     2024-10-15
381. IMPERIAL BRANDS PLC-SPON ADR   2022-02-17 2024-10-15
53.2483 PHILIPS ELECTRONICS - NY SHR ADR   2024-04-22 2024-10-15
318.7517 PHILIPS ELECTRONICS - NY SHR ADR   2023-04-10 2024-10-15
89. TAIWAN SEMICONDUCTOR MANUFACTU - ADR   2017-01-03 2024-10-15
1184. TAKEDA PHARMACEUTIC-SP ADR   2017-01-03 2024-10-15
1274. TESCO PLC ADR     2024-10-15
65000. US TREASURY NOTE 2.250% 11/15/24   2014-12-05 2024-10-24
250000. US TREASURY NOTE 2.000% 2/15/25     2024-10-24
87. ALEXANDRIA REAL ESTATE EQUITIES   2018-03-07 2024-10-28
9. EQUINIX INC   2018-03-07 2024-10-28
20. WELLTOWER INC     2024-10-28
365. ADOBE SYS INC   2023-09-01 2024-11-08
802. ADVANCED MICRO DEVICES INC   2023-05-18 2024-11-08
250. BROADCOM INC   2019-11-07 2024-11-08
1535. CELANESE CORP     2024-11-08
135. CELANESE CORP   2014-12-03 2024-11-08
200. JPMORGAN CHASE & CO   2015-02-24 2024-11-08
115. MCDONALDS CORP   2023-12-20 2024-11-08
100. MICROSOFT CORP     2024-11-08
1005. MONDELEZ INTERNATIONAL INC   2024-07-05 2024-11-08
15. MONDELEZ INTERNATIONAL INC   2018-08-08 2024-11-08
100. UNITEDHEALTH GROUP INC     2024-11-08
100000. FED HOME LN BK 2.875% 6/13/25   2016-01-27 2024-11-12
95. EMCOR GROUP INC COM     2024-11-18
80. EMCOR GROUP INC COM     2024-11-19
525. IMPERIAL BRANDS PLC-SPON ADR     2024-11-20
137. SANDOZ GROUP AG ADR     2024-11-20
62. TAIWAN SEMICONDUCTOR MANUFACTU - ADR   2017-01-03 2024-11-20
1341. TAKEDA PHARMACEUTIC-SP ADR     2024-11-20
823. TESCO PLC ADR     2024-11-20
100000. FED HOME LN BK 2.875% 6/13/25   2016-01-27 2024-11-25
24. AMPHENOL CORP CL A   2018-12-21 2024-12-06
8. ARMSTRONG WORLD INDUSTRIES INC   2020-10-05 2024-12-06
21. BROWN & BROWN INC   2016-12-30 2024-12-06
32. COPART INC COM   2016-12-30 2024-12-06
6. GARTNER INC   2022-05-10 2024-12-06
19. PACCAR INC   2021-06-25 2024-12-06
15. ROSS STORES INC   2021-11-24 2024-12-06
20. ARCH CAPITAL GROUP LTD   2016-12-30 2024-12-06
250. CARMAX INC     2024-12-17
400. ANALOG DEVICES INC   2024-10-10 2024-12-19
400. HOME DEPOT INC   2024-10-10 2024-12-19
415. STARBUCKS CORP COM   2024-10-10 2024-12-19
3180. STARBUCKS CORP COM   2023-09-01 2024-12-19
80000. US TREASURY NOTE 4.000% 2/15/34   2024-04-25 2024-12-23
2359. CONTINENTAL AG-SPONS ADR     2025-01-06
13. IMPERIAL BRANDS PLC-SPON ADR   2024-03-19 2025-01-06
479. IMPERIAL BRANDS PLC-SPON ADR     2025-01-06
1384. KAO CORP ADR     2025-01-06
1188. TESCO PLC ADR   2017-06-29 2025-01-06
20000. US TREASURY NOTE 0.500% 2/28/26   2021-03-23 2025-01-14
38. ALEXANDRIA REAL ESTATE EQUITIES   2024-01-23 2025-01-22
73. ALEXANDRIA REAL ESTATE EQUITIES     2025-01-22
59. PROLOGIS INC   2021-06-28 2025-01-22
22. SUN CMNTYS INC COM   2022-08-03 2025-01-22
107. VICI PROPERTIES INC   2019-08-29 2025-01-22
22. WELLTOWER INC   2021-01-14 2025-01-22
138. IRON MOUNTAIN INC   2024-01-23 2025-01-28
191. ARISTA NETWORKS INC   2020-09-16 2025-01-30
1828. CONTINENTAL AG-SPONS ADR     2025-02-04
359. IMPERIAL BRANDS PLC-SPON ADR   2024-03-19 2025-02-04
139. IMPERIAL BRANDS PLC-SPON ADR   2021-06-25 2025-02-04
153. NOVARTIS AG - ADR   2017-01-03 2025-02-04
470. KONINKLIJKE AHOLD-SP ADR   2024-10-15 2025-02-05
112. TERRENO REALTY CORP     2025-02-13
100000. BANK OF NY MELLON CO 3.000% 2/24/25   2015-03-04 2025-02-24
60000. US TREASURY NOTE 0.500% 2/28/26   2021-03-23 2025-03-06
225000. US TREASURY NOTE 2.375% 5/15/27   2017-05-12 2025-03-07
2261. BANCO SANTANDER CEN-SPON - ADR     2025-03-11
111. ASPEN TECHNOLOGY INC   2016-12-30 2025-03-11
342. IMPERIAL BRANDS PLC-SPON ADR     2025-03-11
489. KONINKLIJKE AHOLD-SP ADR     2025-03-11
1766. LLOYDS BANKING GROUP PLC - ADR   2017-01-03 2025-03-11
104. NOVARTIS AG - ADR   2017-01-03 2025-03-11
166. ARMSTRONG WORLD INDUSTRIES INC   2020-10-05 2025-03-12
733. WH GROUP LTD - SPON ADR     2025-03-12
100000. GENERAL MOTORS FINL 5.000% 4/09/27   2022-07-21 2025-03-14
3097. BROADCOM INC     2025-03-17
5063.241 VIRTUS ALPHASIM GLBL ALT-R6   2015-07-28 2025-03-27
92. DOLLAR TREE INC   2024-08-20 2025-04-04
382. DOLLAR TREE INC     2025-04-04
918. ABBVIE INC   2023-09-01 2025-04-09
1549. BROADCOM INC   2019-07-10 2025-04-09
3100. CELANESE CORP     2025-04-09
3199. CITIGROUP INC.   2024-07-05 2025-04-09
584. UNITED PARCEL SERVICE-CL B     2025-04-09
150000. US TREASURY NOTE 1.500% 8/15/26   2016-11-09 2025-04-09
75000. US TREASURY NOTE 1.875% 2/28/29   2022-03-21 2025-04-09
125000. US TREASURY NOTE 3.250% 6/30/27   2022-07-26 2025-04-09
50000. US TREASURY NOTE 3.875% 8/15/34   2024-10-24 2025-04-09
26. SBA COMMUNICATIONS CORP   2021-04-12 2025-04-10
322. ALLIANZ SE - UNSP ADR     2025-04-16
1752. BANCO SANTANDER CEN-SPON - ADR     2025-04-16
1410. KAO CORP ADR     2025-04-16
272. KONINKLIJKE AHOLD-SP ADR   2024-04-23 2025-04-16
666. WH GROUP LTD - SPON ADR     2025-04-16
2679.94 FNMA POOL #FA0449 5.000% 2/01/40   2025-03-07 2025-04-25
150000. US TREASURY NOTE 0.500% 2/28/26   2021-03-23 2025-05-12
385. MITSUBISHI ELECTRIC-UNSP ADR     2025-05-19
549. SINGAPORE TELECOMMUNICATIONS LTD ADR   2017-01-03 2025-05-19
742. WH GROUP LTD - SPON ADR     2025-05-19
116. NOVARTIS AG - ADR   2017-01-03 2025-05-21
19. EMCOR GROUP INC COM   2020-04-22 2025-05-23
1442.73 FNMA POOL #FA0449 5.000% 2/01/40   2025-03-07 2025-05-25
7. AIA GROUP LTD-SP ADR   2025-05-19 2025-05-28
12. ALLIANZ SE - UNSP ADR   2020-04-01 2025-05-28
4. ASSOC BRITISH FOODS-UNSP ADR   2025-04-16 2025-05-28
16. BP PLC - ADR   2023-09-20 2025-05-28
64. BANCO SANTANDER CEN-SPON - ADR   2019-02-26 2025-05-28
226. BOUYGUES SA ADR   2022-02-24 2025-05-28
10. BRITISH AMERICAN TOBACCO P.L.C - ADR   2025-02-04 2025-05-28
11. DEUTSCHE POST AG ADR   2024-07-29 2025-05-28
216. ENEL SOCIETA PER AZIONI - ADR   2021-08-19 2025-05-28
36. FUJIFILM HLDGS CORP ADR   2023-04-21 2025-05-28
34. FUJITSU LIMITED - ADR   2024-04-03 2025-05-28
36. GSK PLC ADR   2017-01-03 2025-05-28
15. HITACHI LIMITED - ADR   2021-09-01 2025-05-28
5. HONDA MOTOR CO., LTD. - ADR   2017-01-03 2025-05-28
5. IMPERIAL BRANDS PLC-SPON ADR   2021-09-03 2025-05-28
11. KAO CORP ADR   2023-06-16 2025-05-28
25. KDDI CORP-UNSPONSORED ADR   2025-02-04 2025-05-28
1. KERINGIUNSPONSORED ADR   2024-03-19 2025-05-28
11. PHILIPS ELECTRONICS - NY SHR ADR   2023-04-10 2025-05-28
732. LLOYDS BANKING GROUP PLC - ADR   2017-01-03 2025-05-28
7. MITSUBISHI ELECTRIC-UNSP ADR   2020-06-22 2025-05-28
19. MONDI PLC ADR   2021-08-17 2025-05-28
5. NESTLE S.A. REGISTERED SHARES - ADR   2025-03-11 2025-05-28
16. PERNOD RICARD SA ADR   2025-01-06 2025-05-28
27. RBC BEARINGS INC     2025-05-28
6. ROCHE HOLDINGS LTD - ADR   2025-05-19 2025-05-28
19. SNAM RETE GAS-UNSPONSOR ADR   2021-06-14 2025-05-28
21. SSE PLC-SPN ADR   2024-01-24 2025-05-28
111. SECOM LTD UNSPONSORED ADR   2022-04-08 2025-05-28
5. SINGAPORE TELECOMMUNICATIONS LTD ADR   2017-01-03 2025-05-28
200. SONY CORPORATION - ADR   2021-10-22 2025-05-28
3066. UNITED PARCEL SERVICE-CL B     2025-05-28
11. VINCI SA ADR   2025-03-11 2025-05-28
4. WH GROUP LTD - SPON ADR   2018-08-31 2025-05-28
6. WPP PLC NEW ADR   2017-10-23 2025-05-28
28. AMERICAN TOWER CORP   2021-04-13 2025-06-10
40. FEDERAL REALTY INVESTMENT TRUS   2020-06-11 2025-06-10
14. SBA COMMUNICATIONS CORP   2024-10-28 2025-06-10
4. SBA COMMUNICATIONS CORP   2021-04-12 2025-06-10
39. VICI PROPERTIES INC   2025-04-04 2025-06-10
559. BROWN FORMAN CORP CL B     2025-06-13
1394.77 FNMA POOL #FA0449 5.000% 2/01/40   2025-03-07 2025-06-25
459. HITACHI LIMITED - ADR   2021-09-01 2025-06-25
2221. KAO CORP ADR     2025-06-25
465. MITSUBISHI ELECTRIC-UNSP ADR     2025-06-25
648. SINGAPORE TELECOMMUNICATIONS LTD ADR   2017-01-03 2025-06-25
758. WH GROUP LTD - SPON ADR     2025-06-25
120000. US TREASURY NOTE 0.500% 2/28/26   2021-03-23 2025-06-26
2407. CISCO SYSTEMS INC     2025-06-30
127. ELI LILLY & CO COM   2016-12-09 2025-06-30
825. MERCK & CO INC NEW   2010-09-16 2025-06-30
211. UNITEDHEALTH GROUP INC   2013-06-14 2025-06-30
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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 274,723   117,831 156,892
b 202,277   38,614 163,663
c 253,036   201,854 51,182
d 548,864   44,163 504,701
e 6,471   3,133 3,338
4,316   3,923 393
3,345   2,703 642
6,745   5,734 1,011
10,259   5,966 4,293
5,816   6,184 -368
6,906   5,760 1,146
147,311   151,324 -4,013
26   10 16
13,417   12,471 946
18,037   27,259 -9,222
8,740   14,675 -5,935
17,414   10,087 7,327
17,542   3,031 14,511
18,151   11,963 6,188
19,316   19,219 97
20,755   13,412 7,343
277,586   46,954 230,632
271,930   20,393 251,537
19,687   8,567 11,120
11,299   9,253 2,046
1,734   1,062 672
10,377   5,429 4,948
16,716   2,619 14,097
16,777   24,675 -7,898
17,782   11,546 6,236
64,911   64,576 335
248,008   241,145 6,863
9,848   10,948 -1,100
8,253   3,525 4,728
2,609   1,438 1,171
181,076   204,178 -23,102
118,866   86,278 32,588
46,034   7,826 38,208
131,856   216,333 -84,477
11,596   8,456 3,140
47,687   12,198 35,489
34,480   33,382 1,098
42,331   2,795 39,536
66,204   67,042 -838
988   640 348
61,948   7,888 54,060
99,025   103,702 -4,677
47,714   6,101 41,613
40,059   5,031 35,028
16,704   11,976 4,728
6,152   2,527 3,625
11,583   1,824 9,759
17,873   24,129 -6,256
10,927   7,129 3,798
99,075   103,702 -4,627
1,779   466 1,313
1,255   569 686
2,295   472 1,823
1,979   222 1,757
3,123   1,472 1,651
2,200   1,123 1,077
2,363   1,722 641
1,952   576 1,376
20,969   15,020 5,949
83,637   92,272 -8,635
155,630   164,225 -8,595
37,194   39,204 -2,010
285,001   309,574 -24,573
76,519   75,666 853
15,895   26,126 -10,231
425   289 136
15,662   10,642 5,020
10,986   11,376 -390
16,546   10,288 6,258
19,171   19,681 -510
3,828   4,684 -856
7,354   9,095 -1,741
6,757   5,962 795
2,753   3,574 -821
3,150   2,357 793
2,894   1,406 1,488
13,494   9,387 4,107
21,677   2,471 19,206
12,609   16,892 -4,283
12,277   7,969 4,308
4,753   3,078 1,675
16,064   9,303 6,761
17,074   15,520 1,554
7,481   6,325 1,156
100,000   99,885 115
57,947   59,044 -1,097
217,775   225,958 -8,183
14,398   11,995 2,403
29,415   14,393 15,022
12,263   7,529 4,734
18,121   14,966 3,155
6,240   5,681 559
11,699   6,323 5,376
23,446   11,803 11,643
12,701   12,360 341
100,010   99,278 732
599,083   86,630 512,453
55,037   57,213 -2,176
6,409   9,139 -2,730
26,611   35,086 -8,475
163,244   136,431 26,813
280,553   42,755 237,798
136,598   159,762 -23,164
205,867   204,656 1,211
57,957   70,398 -12,441
145,131   145,131  
69,375   72,735 -3,360
123,374   127,261 -3,887
48,369   48,705 -336
5,493   7,291 -1,798
12,586   7,126 5,460
11,778   8,391 3,387
11,520   10,452 1,068
10,594   8,135 2,459
11,873   10,667 1,206
2,680   2,706 -26
145,670   147,609 -1,939
15,299   10,277 5,022
15,673   13,829 1,844
12,271   11,282 989
13,100   7,053 6,047
8,728   1,171 7,557
1,443   1,457 -14
231   236 -5
472   201 271
113   117 -4
464   623 -159
505   306 199
1,968   1,572 396
451   401 50
483   482 1
1,948   1,990 -42
403   307 96
778   551 227
1,411   1,424 -13
412   168 244
148   147 1
187   110 77
100   81 19
431   419 12
20   46 -26
252   187 65
3,051   2,355 696
282   183 99
610   1,195 -585
529   503 26
331   364 -33
10,103   5,301 4,802
236   234 2
224   232 -8
502   475 27
1,027   980 47
149   126 23
5,264   4,490 774
296,991   326,501 -29,510
398   345 53
72   61 11
241   543 -302
6,010   6,772 -762
3,897   3,488 409
3,163   3,379 -216
904   1,122 -218
1,259   1,197 62
14,966   28,246 -13,280
1,395   1,408 -13
12,728   5,135 7,593
19,631   16,028 3,603
19,427   12,132 7,295
19,070   16,323 2,747
14,312   11,370 2,942
117,113   118,088 -975
165,630   75,402 90,228
98,459   8,633 89,826
65,018   28,708 36,310
65,727   13,508 52,219
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
      2,289
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       156,892
b       163,663
c       51,182
d       504,701
e       3,338
      393
      642
      1,011
      4,293
      -368
      1,146
      -4,013
      16
      946
      -9,222
      -5,935
      7,327
      14,511
      6,188
      97
      7,343
      230,632
      251,537
      11,120
      2,046
      672
      4,948
      14,097
      -7,898
      6,236
      335
      6,863
      -1,100
      4,728
      1,171
      -23,102
      32,588
      38,208
      -84,477
      3,140
      35,489
      1,098
      39,536
      -838
      348
      54,060
      -4,677
      41,613
      35,028
      4,728
      3,625
      9,759
      -6,256
      3,798
      -4,627
      1,313
      686
      1,823
      1,757
      1,651
      1,077
      641
      1,376
      5,949
      -8,635
      -8,595
      -2,010
      -24,573
      853
      -10,231
      136
      5,020
      -390
      6,258
      -510
      -856
      -1,741
      795
      -821
      793
      1,488
      4,107
      19,206
      -4,283
      4,308
      1,675
      6,761
      1,554
      1,156
      115
      -1,097
      -8,183
      2,403
      15,022
      4,734
      3,155
      559
      5,376
      11,643
      341
      732
      512,453
      -2,176
      -2,730
      -8,475
      26,813
      237,798
      -23,164
      1,211
      -12,441
       
      -3,360
      -3,887
      -336
      -1,798
      5,460
      3,387
      1,068
      2,459
      1,206
      -26
      -1,939
      5,022
      1,844
      989
      6,047
      7,557
      -14
      -5
      271
      -4
      -159
      199
      396
      50
      1
      -42
      96
      227
      -13
      244
      1
      77
      19
      12
      -26
      65
      696
      99
      -585
      26
      -33
      4,802
      2
      -8
      27
      47
      23
      774
      -29,510
      53
      11
      -302
      -762
      409
      -216
      -218
      62
      -13,280
      -13
      7,593
      3,603
      7,295
      2,747
      2,942
      -975
      90,228
      89,826
      36,310
      52,219
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2,654,825
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 48,142
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 48,142
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 48,142
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 51,080
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 51,080
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 2,938
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow2,938 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 arrowWY
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 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)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
WELLS FARGO BANK N A TRUSTEE
1 		211,629    
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
39,753,554
b
Average of monthly cash balances.......................
1b
1,054,212
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
40,807,766
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
40,807,766
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
612,116
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
40,195,650
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,009,783
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
2,009,783
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
48,142
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
48,142
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,961,641
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,961,641
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
1,961,641
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
2,390,663
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
2,390,663
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 1,961,641
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,780,860
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$ 2,390,663
a Applied to 2023, but not more than line 2a 1,780,860
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..... 609,803
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 .......... 		1,351,838
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
UNIVERSITY OF WYOMING
1000 E UNIVERSITY AVE
LARAMIE,WY82071
(307) 766-1121
bThe form in which applications should be submitted and information and materials they should include:
APPLICATION FOR FINANCIAL AID
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CASPER COLLEGE
125 COLLEGE DRIVE
CASPER,WY82601
(307) 268-2713
bThe form in which applications should be submitted and information and materials they should include:
APLICATION FOR FINANCIAL AID
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

CASPER COLLEGE

125 COLLEGE DR
CASPER,WY826014699 		NONE PC SCHOLARSHIPS 580,343

UNIVERSITY OF WYOMING

1090 DOME LOOP
SHERIDAN,WY828014536 		NONE PC SCHOLARSHIPS 1,755,343
Total .................................right arrow 3a 2,335,686
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 1,052,830  
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 2,654,825  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 1,871  
bOGM INCOME     1 1,843  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   3,711,369  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,711,369
(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:
RICHARDSON FAM ED TR ED MAIN
EIN:
83-6003603
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,070     2,070

TY 2024 InvestmentsCorpBondsSchedule
Name:
RICHARDSON FAM ED TR ED MAIN
EIN:
83-6003603
Name of Bond End of Year Book Value End of Year Fair Market Value
00724PAC3 ADOBE INC 255,240 243,058
023135BS4 AMAZON.COM INC 202,522 176,906
037833DN7 APPLE INC 207,076 195,414
06051GKP3 VR BANK OF AMERICA 146,702 149,969
06406HDA4 BANK OF NY MELLON CO    
110122DQ8 BRISTOL-MYERS SQUIBB 199,706 173,054
14040HBW4 CAPITAL ONE FINANCIA 238,993 246,700
166764BX7 CHEVRON CORP 204,490 193,142
24422EWJ4 JOHN DEERE CAPITAL 148,170 149,862
26441CBT1 DUKE ENERGY CORP 118,616 122,216
3130A5R35 FED HOME LN BK    
37045XDW3 GENERAL MOTORS FINL 148,917 150,929
40434LAK1 HP INC 118,393 122,361
49271VAP5 KEURIG DR PEPPER INC 196,794 196,746
49326EEK5 KEYCORP 205,750 192,854
606822BH6 MITSUBISHI UFJ FIN 205,474 196,230
801060AD6 SANOFI 207,106 197,754
89153VAT6 TOTAL CAPITAL INTL 205,928 189,450
91159HJA9 US BANCORP 201,440 172,812
9128282A7 US TREASURY NOTE 190,672 194,632
9128286T2 US TREASURY NOTE 2.3 360,760 332,938
912828G38 US TREASURY NOTE 2.2    
912828J27 US TREASURY NOTE 2.0    
912828X88 US TREASURY NOTE 2.3 124,790 121,909
91282CBP5 US TREASURY NOTE 1.1 251,152 233,780
91282CBQ3 US TREASURY NOTE    
91282CEB3 US TREASURY NOTE 315,187 304,574
91282CEW7 US TREASURY NOTE 3.2 330,878 322,095
91282CFT3 US TREASURY NOTE 160,725 161,525
91282CFU0 US TREASURY NOTE 4.1 294,176 302,742
91282CFV8 US TREASURY NOTE 4.1 357,178 352,419
91282CGM7 US TREASURY NOTE 337,559 337,393
91282CHC8 US TREASURY NOTE 189,313 190,648
91282CJJ1 US TREASURY NOTE 282,210 282,477
91282CJZ5 US TREASURY NOTE 146,415 153,383
92343VGH1 VERIZON COMMUNICATIO 202,282 189,498
92826CAD4 VISA INC 199,268 198,908
00206RMT6 AT&T INC 100,363 102,852
02005NBP4 ALLY FINANCIAL INC 89,910 92,204
10373QBV1 BP CAP MARKETS AMERI 198,592 200,476
63111XAJ0 NASDAQ INC 87,090 88,559
78016HZW3 ROYAL BANK OF CANADA 75,179 76,831
91282CLF6 US TREASURY NOTE 325,508 327,084
91282CMM0 US TREASURY NOTE 215,647 216,661

TY 2024 InvestmentsCorpStockSchedule
Name:
RICHARDSON FAM ED TR ED MAIN
EIN:
83-6003603
Name of Stock End of Year Book Value End of Year Fair Market Value
00287Y109 ABBVIE INC 383,732 594,355
005098108 ACUSHNET HOLDINGS CO 22,224 61,679
00724F101 ADOBE INC    
007903107 ADVANCED MICRO DEVIC 67,990 89,681
018820100 ALLIANZ SE - UNSP AD 38,238 93,416
02079K107 ALPHABET INC CL C 267,406 1,223,991
032095101 AMPHENOL CORP CL A 12,340 69,520
037833100 APPLE INC 180,588 1,655,517
040413106 ARISTA NETWORKS INC    
04247X102 ARMSTRONG WORLD INDU    
04316A108 ARTISAN PARTNERS ASS 25,547 35,065
049904105 ATRION CORP    
055622104 BP PLC - ADR 65,317 55,550
05945F103 BANCFIRST CORP 22,267 32,636
05964H105 BANCO SANTANDER CEN- 43,453 106,622
084423102 BERKLEY W R CORP 10,691 39,747
09247X101 BLACKROCK INC    
09260D107 BLACKSTONE INC 281,803 540,732
097023105 BOEING CO 144,551 246,198
09857L108 BOOKING HOLDINGS INC    
102117108 BOUYGUES SA ADR 54,808 75,060
11135F101 BROADCOM INC 158,245 1,588,847
113004105 BROOKFIELD ASSET MAN 19,431 30,957
115236101 BROWN & BROWN INC 13,834 68,185
115637209 BROWN FORMAN CORP CL    
12514G108 CDW CORP/DE 29,511 51,613
12562Y100 CK HUTCHISON HOLDIN- 88,784 53,807
142339100 CARLISLE COS INC 21,338 53,396
143130102 CARMAX INC    
150870103 CELANESE CORP    
17275R102 CISCO SYSTEMS INC 369,074 952,241
172967424 CITIGROUP INC. 285,127 478,460
185123106 CLEARWATER ANALYTICS 26,170 26,579
192446102 COGNIZANT TECH SOLUT 139,893 199,757
210771200 CONTINENTAL AG-SPONS    
217204106 COPART INC COM 6,520 46,126
221006109 CORVEL CORP 27,307 70,302
229899109 CULLEN FROST BANKERS 11,651 14,268
25157Y202 DEUTSCHE POST AG ADR 80,420 88,023
256746108 DOLLAR TREE INC    
257651109 DONALDSON CO INC 22,648 28,711
285512109 ELECTRONIC ARTS INC    
29084Q100 EMCOR GROUP INC COM 8,074 71,675
29109X106 ASPEN TECHNOLOGY INC    
29265W207 ENEL SOCIETA PER AZI 61,715 110,053
302130109 EXPEDITORS INTL WASH 8,470 18,280
302941109 FTI CONSULTING INC C 41,751 65,569
30303M102 META PLATFORMS INC 426,577 778,685
303075105 FACTSET RESH SYS INC 12,941 35,782
32051X108 FIRST HAWAIIAN INC 40,574 44,129
339750101 FLOOR & DECOR HOLDIN 35,423 36,309
35958N107 FUJIFILM HLDGS CORP 56,952 79,091
359590304 FUJITSU LIMITED - AD 58,166 99,341
366651107 GARTNER INC 20,499 64,271
37637Q105 GLACIER BANCORP INC 10,613 13,096
37733W204 GSK PLC ADR 80,951 85,248
384109104 GRACO INC 28,335 60,351
426281101 HENRY JACK & ASSOC I 27,021 36,575
43300A203 HILTON WORLDWIDE HOL 160,554 201,087
433578507 HITACHI LIMITED - AD 20,307 57,539
437076102 HOME DEPOT INC 242,182 284,146
438128308 HONDA MOTOR CO., LTD 46,559 46,301
45262P102 IMPERIAL BRANDS PLC- 19,845 36,501
46625H100 JPMORGAN CHASE & CO 327,663 1,577,110
48282T104 KADANT INC 36,268 50,475
485537401 KAO CORP ADR    
492089107 KERINGIUNSPONSORED A 61,537 33,186
493732101 K.FORCE, INC. 16,872 11,228
495724403 KINGFISHER PLC - ADR    
500467501 KONINKLIJKE AHOLD-SP    
500472303 PHILIPS ELECTRONICS 37,956 63,043
50189K103 LCI INDUSTRIES 33,118 21,977
504922105 LABCORP HOLDINGS INC 20,422 42,527
512807108 LAM RESEARCH CORP CO    
515098101 LANDSTAR SYS INC COM 63,461 51,576
530307305 LIBERTY BROADBAND CO 30,929 39,844
531229755 LIBERTY MEDIA CORP-L 24,909 42,532
532457108 ELI LILLY & CO COM 76,815 880,869
539439109 LLOYDS BANKING GROUP 69,501 102,808
55306N104 MKS INC 45,916 38,850
562750109 MANHATTAN ASSOCIATES 7,349 30,608
580135101 MCDONALDS CORP 489,622 508,376
58933Y105 MERCK & CO INC NEW 224,166 514,540
594918104 MICROSOFT CORP 124,082 2,467,154
595017104 MICROCHIP TECHNOLOGY 27,439 29,767
606776201 MITSUBISHI ELECTRIC- 25,372 43,731
60786M105 MOELIS & CO 48,300 71,107
609207105 MONDELEZ INTERNATION 273,101 431,953
60921V200 MONDI PLC ADR 51,707 30,616
66987V109 NOVARTIS AG - ADR    
693718108 PACCAR INC 27,442 45,058
74164M108 PRIMERICA INC 22,560 88,669
749607107 RLI CORP COM 25,463 39,071
75524B104 RBC BEARINGS INC 12,223 50,794
7591EP100 REGIONS FINL CORP NE 374,761 479,102
76657Y101 RIGHTMOVE PLC-UNSP A 28,122 54,822
771195104 ROCHE HOLDINGS LTD - 46,592 51,969
778296103 ROSS STORES INC 37,048 58,687
780259305 ROYAL DUTCH SHELL PL 43,883 70,903
78460A106 SNAM RETE GAS-UNSPON 87,584 96,889
78467K107 SSE PLC-SPN ADR 79,953 112,263
799926100 SANDOZ GROUP AG ADR    
80105N105 SANOFI-ADR 52,857 62,078
813113206 SECOM LTD UNSPONSORE 40,318 42,164
829073105 SIMPSON MFG INC COM 41,102 82,470
82929R304 SINGAPORE TELECOMMUN 6,551 10,732
835699307 SONY GROUP CORP - SP 60,012 102,168
855244109 STARBUCKS CORP COM 193,290 178,679
874039100 TAIWAN SEMICONDUCTOR    
874060205 TAKEDA PHARMACEUTIC-    
87612E106 TARGET CORP 167,935 278,193
879360105 TELEDYNE TECHNOLOGIE 26,567 33,300
881575401 TESCO PLC ADR    
883556102 THERMO FISHER SCIENT 116,737 261,522
885160101 THOR INDS INC 30,019 28,686
891092108 TORO CO 68,504 65,379
892330101 TOYOTA INDUSTRIES CO 36,555 73,650
90278Q108 UFP INDUSTRIES INC 45,611 45,606
907818108 UNION PACIFIC CORP 239,349 518,830
911271302 UNITED OVERSEAS BANK 44,288 87,584
911312106 UNITED PARCEL SERVIC    
91324P102 UNITEDHEALTH GROUP I 92,188 449,237
915436208 UPM-KYMMENE OYJ-UNSP 22,944 21,731
92826C839 VISA INC-CLASS A SHR 221,478 376,353
92890T205 WH GROUP LTD - SPON    
92937A102 WPP PLC NEW ADR 86,247 45,583
94106L109 WASTE MANAGEMENT INC 437,181 679,595
941848103 WATERS CORP 25,336 31,763
942749102 WATTS WATER TECHNOLO 32,751 70,325
G0450A105 ARCH CAPITAL GROUP L 27,701 89,411
001317205 AIA GROUP LTD-SP ADR 42,926 49,350
023135106 AMAZON COM INC COM 455,877 504,597
040413205 ARISTA NETWORKS INC 13,294 33,967
043436104 ASBURY AUTOMOTIVE GR 26,209 26,239
045519402 ASSOC BRITISH FOODS- 50,888 51,062
09290D101 BLACKROCK INC 222,126 755,460
110448107 BRITISH AMERICAN TOB 78,719 98,541
13961R100 CAPGEMINI SE - UNSPO 19,285 19,899
48667L106 KDDI CORP-UNSPONSORE 74,996 78,643
49338L103 KEYSIGHT TECHNOLOGIE 33,234 34,083
49714P108 KINSALE CAPITAL GROU 22,790 22,743
500458401 KOMATSU LIMITED - AD 13,145 13,860
512807306 LAM RESH CORP 138,332 764,119
536797103 LITHIA MOTORS INC CL 26,551 28,039
571748102 MARSH & MCLENNAN COS 351,179 362,942
58506Q109 MEDPACE HOLDINGS INC 23,983 26,050
620076307 MOTOROLA SOLUTIONS, 96,746 96,285
641069406 NESTLE S.A. REGISTER 78,194 87,004
714264306 PERNOD RICARD SA ADR 69,805 63,968
75513E101 RTX CORP 479,369 697,976
89531P105 TREX COMPANY INC 31,389 29,746
90353T100 UBER TECHNOLOGIES IN 163,951 207,686
927320101 VINCI SA ADR 68,532 84,847

TY 2024 InvestmentsOtherSchedule2
Name:
RICHARDSON FAM ED TR ED MAIN
EIN:
83-6003603
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
015271109 ALEXANDRIA REAL ESTA AT COST 30,233 18,593
02665T306 AMERICAN HOMES 4 REN AT COST 34,487 44,835
03027X100 AMERICAN TOWER CORP AT COST 75,758 132,833
133131102 CAMDEN PPTY TR SH BE AT COST 33,201 44,062
19248X604 COHEN & STEERS PR SE AT COST 238,066 203,540
22822V101 CROWN CASTLE INC AT COST 34,805 34,620
229663109 CUBESMART AT COST 28,010 26,945
29444U700 EQUINIX INC AT COST 62,360 120,116
30225T102 EXTRA SPACE STORAGE AT COST 50,345 64,579
313745101 FEDERAL REALTY INVES AT COST 17,877 19,473
31641Q755 FIDELITY NEW MRKTS I AT COST 575,000 662,755
35086T109 FOUR CORNERS PROPERT AT COST 15,592 18,676
36467J108 GAMING AND LEISURE P AT COST 23,876 24,367
45378A106 INDEPENDENCE REALTY AT COST 19,961 20,538
46187W107 INVITATION HOMES INC AT COST 26,250 43,722
46284V101 IRON MOUNTAIN INC AT COST 44,334 63,388
464287234 ISHARES MSCI EMERGIN AT COST 195,441 226,728
46434G103 ISHARES CORE MSCI EM AT COST 41,474 45,023
46434V803 ISHA CURR HEDGED MSC AT COST 180,214 248,942
59522J103 MID AMERICA APARTMEN AT COST 44,792 51,655
722005667 PIMCO COMMODITY REAL AT COST 50,000 38,462
74340W103 PROLOGIS INC AT COST 50,388 98,813
74440Y884 PGIM HIGH YIELD-Q 10 AT COST 878,819 799,675
78410G104 SBA COMMUNICATIONS C AT COST 52,041 68,808
828806109 SIMON PROPERTY GROUP AT COST 63,721 60,124
866674104 SUN CMNTYS INC COM AT COST 58,386 72,858
872365713 TCW EMRG MRKTS INC-P AT COST 1,344,344 1,135,087
88146M101 TERRENO REALTY CORP AT COST 41,235 43,735
925652109 VICI PROPERTIES INC AT COST 36,779 52,388
92835M455 VIRTUS ALPHASIM GLBL      
95040Q104 WELLTOWER INC AT COST 38,099 111,762
REY314652 ENSERCH EXPL LEASE H AT COST 1 448
REY314660 J.W. HARMON LEASE HB AT COST 1 1
REY314678 R.L. HOWARD LEASE HB AT COST 1 1
REY314686 USA C-036809 HBP T32 AT COST 1 8,485
REY314702 W.E. GRAHAM LEASE HB AT COST 1 1
02582JKM1 AMERICAN EXPRESS CRE AT COST 170,591 172,138
3140W0QB4 FNMA POOL #FA0449 AT COST 207,010 206,876
32054K103 FIRST INDL RLTY TR I AT COST 36,551 34,461
41015K722 JOHN HANCOCK II-ALT AT COST 55,000 55,821
76169C100 REXFORD INDUSTRIAL R AT COST 16,849 14,833

TY 2024 OtherDecreasesSchedule
Name:
RICHARDSON FAM ED TR ED MAIN
EIN:
83-6003603
Description Amount
MUTUAL FUND TIMING ADJ 954
CY PURCHASE OF ACCRUED INTEREST 2,538
CY PENDING SALES 268,583


TY 2024 OtherExpensesSchedule
Name:
RICHARDSON FAM ED TR ED MAIN
EIN:
83-6003603
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 6,807 6,807   0
OTHER EXPENSE (NON-DEDUCTIBLE 16 16   0
ROYALTY EXPENSES 292 292   0


TY 2024 OtherIncomeSchedule2
Name:
RICHARDSON FAM ED TR ED MAIN
EIN:
83-6003603
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY INCOME 1,843 1,843  
FEDERAL TAX REFUND 1,871 0  


TY 2024 OtherIncreasesSchedule
Name:
RICHARDSON FAM ED TR ED MAIN
EIN:
83-6003603
Description Amount
PY PURCHASE OF ACCRUED INTEREST 1,946
ROUNDING 3


TY 2024 OtherProfessionalFeesSchedule
Name:
RICHARDSON FAM ED TR ED MAIN
EIN:
83-6003603
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 66,487 66,487    


TY 2024 TaxesSchedule
Name:
RICHARDSON FAM ED TR ED MAIN
EIN:
83-6003603
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 13,198 13,198   0
OTHER TAXES 662 0   0
FEDERAL ESTIMATES - PRINCIPAL 50,374 0   0
FOREIGN TAXES ON NONQUALIFIED 511 511   0