TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
HW DURHAM FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)5050 POPLAR AVENUE
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
MEMPHIS, TN38157

A Employer identification number

62-0583854

B Telephone number (see instructions)

(901) 240-3070

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$12,192,188J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	123,659		123,659
4	Dividends and interest from securities...	251,623		251,623
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		728,216
b	Gross sales price for all assets on line 6a 4,039,502
7	Capital gain net income (from Part IV, line 2)...			728,216
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	1,103,498		1,103,498
13	Compensation of officers, directors, trustees, etc.	214,475		75,463	139,012
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......	7,703		2,710	4,993
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	17,585	6,187	11,398
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	70,245	70,245	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	12,174	5,597	6,577
19	Depreciation (attach schedule) and depletion...	List of Attached Documents: // Content	1,152	1,152
20	Occupancy..............	16,953		5,965	10,988
21	Travel, conferences, and meetings.......	669		0	669
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	65,651	49,152	16,499
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	406,607		216,471	190,136
25	Contributions, gifts, grants paid.......	377,110			377,110
26	Total expenses and disbursements. Add lines 24 and 25	783,717		216,471	567,246
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	319,781
b	Net investment income (if negative, enter -0-)			887,027
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	17,763	75,132	398,633
	2	Savings and temporary cash investments.........	541,162	323,502	833,247
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	10,431	7,838	7,838
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	5,829,582	List of Attached Documents: // Content 5,962,764	5,962,764
	c	Investments—corporate bonds (attach schedule).......	2,939,137	List of Attached Documents: // Content 2,735,204	2,735,204
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis 56,082
		Less: accumulated depreciation (attach schedule) 54,548	2,686	List of Attached Documents: // Content 1,534	1,534
	15	Other assets (describe )	List of Attached Documents: // Content 1,957,519	List of Attached Documents: // Content 2,252,968	List of Attached Documents: // Content 2,252,968
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	11,298,280	11,358,942	12,192,188
	17	Accounts payable and accrued expenses..........	2,961
	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 )
	23	Total liabilities (add lines 17 through 22).........	2,961	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	11,295,319	11,358,942
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	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).....	11,295,319	11,358,942
	30	Total liabilities and net assets/fund balances (see instructions).	11,298,280	11,358,942

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

11,295,319

Enter amount from Part I, line 27a .....................

319,781

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

11,615,100

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

256,158

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

11,358,942

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
1 a	SCHWAB	P
b	CAPITAL GAIN DISTRIBUTION	P
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	3,976,418	3,311,286	665,132
b	63,084		63,084
c
d
e

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			665,132
b			63,084
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	728,216
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	12,330
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	12,330
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	12,330
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	5,986
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	9,353
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	15,339
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	3,009
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax3,009	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

WWW.DURHAMFOUNDATION.ORG

The books are in care of right arrow

CAITLYN COOPER Telephone no. right arrow

(901) 626-6264

Located at right arrow

413 WANDA DRNASHVILLETN ZIP+4 right arrow

37214

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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-)
CHRISTOPHER COOPER	EXECUTIVE DIRECTOR 40.00	132,490
6678 N KIRBY OAKS DRIVE MEMPHIS,TN38119	EXECUTIVE DIRECTOR 40.00	132,490
JENKS E MCCRORY	PRESIDENT 40.00	81,985
345 CINNAMON DRIVE MEMPHIS,TN38117	PRESIDENT 40.00	81,985
JOHN B COLEMAN JR	VICE PRESIDENT 1.00	0
3535 KIRBY RD APT M115 MEMPHIS,TN38115	VICE PRESIDENT 1.00	0
KAYE D BROOKSBANK	SECRETARY 1.00	0
251 BREMINGTON PL MEMPHIS,TN38111	SECRETARY 1.00	0
JUSTIN TAYLOR	TREASURER 1.00	0
5050 POPLAR AVE SUITE 1007 MEMPHIS,TN38157	TREASURER 1.00	0
FRANK CARNEY	DIRECTOR 1.00	0
1715 AARON BREENER DRIVE 800 MEMPHIS,TN38120	DIRECTOR 1.00	0
J J DOUGHTIE	DIRECTOR 1.00	0
5856 BRIERHAVEN MEMPHIS,TN38120	DIRECTOR 1.00	0
LINDA NICHOLS	DIRECTOR 1.00	0
2195 POPLAR AVE 408 MEMPHIS,TN38104	DIRECTOR 1.00	0
KATIE MIDGLEY	DIRECTOR 1.00	0
1726 PEACH AVENUE MEMPHIS,TN38112	DIRECTOR 1.00	0
CAITLYN COOPER	ASSOCIATE DIRECTOR 1.00	0
413 WANDA DR NASHVILLE TN,TN37214	ASSOCIATE DIRECTOR 1.00	0
ERICH DURHAM	ASSOCIATE DIRECTOR 1.00	0
1508 CHANDLER RD SE HUNTSVILLE,AL35801	ASSOCIATE DIRECTOR 1.00	0

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...................				0

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 arrow

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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

10,897,296

Average of monthly cash balances.......................

408,274

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

11,305,570

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

11,305,570

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

169,584

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

11,135,986

Minimum investment return. Enter 5% (0.05) of line 5................

556,799

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.)

Minimum investment return from Part IX, line 6..................

556,799

Tax on investment income for 2024 from Part V, line 5 .......

12,330

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

12,330

Distributable amount before adjustments. Subtract line 2c from line 1............

544,469

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

544,469

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

544,469

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

567,246

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

567,246

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					544,469
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......
c From 2021......	86,606
d From 2022......
e From 2023......	56,901
f Total of lines 3a through e ........		143,507
4Qualifying distributions for 2024 from Part
XI, line 4: $ 567,246
a Applied to 2023, but not more than line 2a				0
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.....					544,469
e Remaining amount distributed out of corpus		22,777
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		166,284
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 ..........					0
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 ......		166,284
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....	86,606
c Excess from 2022....
d Excess from 2023....	56,901
e Excess from 2024....	22,777

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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:

CAITLYN COOPER
413 WANDA DR
NASHVILLE,TN37214
(901) 626-6264
CATCOOPERHWDF@GMAIL.COM

bThe form in which applications should be submitted and information and materials they should include:

LETTER OF INTENT OUTLINING IDEA, PURPOSE AND ORGANIZATION DESCRIPTION.

cAny submission deadlines:

NONE

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

GRANTS ARE MADE TO BENEFIT THE ELDERLY PRIMARILY IN MEMPHIS, TENNESSEE AND THE MID-SOUTH (INCLUDING WEST TENNESSEE, NORTHEAST ARKANSAS & NORTHWEST MISSISSIPPI). SOME EXEPTIONS EXIST FOR PROJECTS OF NATIONAL SIGNIFICANCE THAT COULD BE REPLICATED IN THE LOCAL AREA.

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ALZHEIMERS & DEMENTIA SERVICES 4585 RALEIGH LAGRANGE RD MEMPHIS,TN38128		PC	HEALTH SERVICES	55,000
BADDOUR CENTER 626 BADDOUR BLVD SENATOBIA,MS38668		PC	MEDICAL CARE FOR SENIORS	23,237
CHURCH HEALTH CENTER 1350 CONCOURSE AVENUE MEMPHIS,TN38104		PC	MEDICAL CARE FOR SENIORS	500
COMMUNITY LEGAL CENTER 243 ADAMS AVE MEMPHIS,TN38104		PC	LEGAL SERVICES	25,000
CREATIVE AGING 200 JEFFERSON AVE 707 MEMPHIS,TN38103		PC	SENIOR ARTS PERFORMANCE	65,716
FORWARD MEMPHIS 255 N HIGHLAND MEMPHIS,TN38111		PC	FINANCIAL COUNSELING	21,416
HOME FOR HEARTS 871 SHERIDAN ST MEMPHIS,TN38107		PC	HOUSING SERVICES	8,299
MEMPHIS THEOLOGICAL SEMINARY 168 E PARKWAY S MEMPHIS,TN38104		PC	EXEMPT PURPOSE OF ORG	5,000
REGIONAL INTER-FAITH ASSOCIATION 133 AIRWAYS BLVD JACKSON,TN38301		PC	FOOD & CLOTHING SERVICES	22,252
1ST BAPTIST FRENCHMAN 200 E PKWY N MEMPHIS,TN38112		PC	CHURCH	4,000
901 PETALS OF PURPOSE 1775 MORIAH WOODS BLVD STE 8 MEMPHIS,TN38117		PC	FLORIST SERVICES	25,000
ALEY BALL DEVELOPMENT CENTER 1672 E ALCY RD MEMPHIS,TN38114		PC	HOUSING AND EDUCATIONAL SERVICES	12,000
CREATIVE MINDS ACADEMY 3348 ILLINGTON RD MEMPHIS,TN38127		PC	EDUCATIONAL SERVICES	15,000
ELMWOOD CEMETERY 824 S DUDLEY ST MEMPHIS,TN38104		PC	CEMETARY	15,000
FOREVER YOUNG SR VETERANS 201 S CENTER ST 200 COLLIERVILLE,TN38017		PC	VETERAN SERVICES	5,000
MEMPHIS BROOKS MUSEUM 1934 POPLAR AVE MEMPHIS,TN38104		PC	ART MUSEUM	25,000
MEMPHIS FOOD BANK 3865 S PERKINS RD MEMPHIS,TN38118		PC	FOOD SERVICES	1,000
ROOM IN THE INN 409 AYERS ST MEMPHIS,TN38105		PC	EXEMPT PURPOSES OF ORGANIZATION	23,400
WEST CANCER FOUNDATION 7945 WOLF RIVER BLVD GERMANTOWN,TN38138		PC	MEDICAL SERVICES	12,000
WHITE RIVER AAA 800 HIGHWAY 69 E MELBOURNE,AR72556		PC	ASSISTED LIVING	13,290
Total ................................. 3a				377,110

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	123,659
4 Dividends and interest from securities ....			14	251,623
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	728,216
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		1,103,498	0

13Total. Add line 12, columns (b), (d), and (e)..................

1,103,498

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

HW DURHAM FOUNDATION INC

EIN:

62-0583854

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING	17,585	6,187		11,398

- TIN:

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

TY 2024 DepreciationSchedule

Name:

HW DURHAM FOUNDATION INC

EIN:

62-0583854

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense
OFFICE FURNITURE	2003-07-31	25,390	25,390	SL	7.000000000000	0
NORTH ATLANTIC PHONE SYSTEM	2007-02-07	3,250	3,250	SL	7.000000000000	0
2013 MERCEDES BENZ C300	2016-01-27	21,684	21,684	SL	5.000000000000	0
13 INCH MACBOOK PRO	2021-05-08	2,324	1,240	SL	5.000000000000	465
16 INCH MACBOOK PRO	2021-05-08	3,434	1,832	SL	5.000000000000	687

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

HW DURHAM FOUNDATION INC

EIN:

62-0583854

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ADELANTO CALIF PUB UTIL	9,922	9,922
ADVENTIST HEALTH	57,712	57,712
ALAMEDA CORRIDOR	49,485	49,485
AMERICAN MUN PWR	11,395	11,395
ANOKA MN	20,205	20,205
ASCENSION HEALTH	22,371	22,371
AURORA ILL	20,149	20,149
AUSTIN TX	59,882	59,882
BEAUMONT TX ISD	55,002	55,002
BEDFORD PARK ILL	54,044	54,044
CALIFORNIA PUB FIN AUTH REV	8,542	8,542
CENTRAL TEXAS REGL	9,093	9,093
CHICAGO ILL BRD	39,114	39,114
CHOWCHILLA	57,947	57,947
COLORADO HEALTH	26,632	26,632
COMMONWEALTH FA	24,024	24,024
CONNECTICUT ARPT	9,240	9,240
DALLAS TEX	19,906	19,906
DE CNTY PA	40,858	40,858
EAST RAMAPO	10,616	10,616
ESSEX CNTY NJ IMPT	8,965	8,965
FOUNTAIN COLORADO	21,649	21,649
HAMDEN CONN	48,884	48,884
HAWTHORNE CALIF CTFS	49,662	49,662
ILLINOIS ST	18,558	18,558
ILLINOIS ST	18,632	18,632
KANKAKEE ILL	24,407	24,407
KY E DEV	54,854	54,854
LITTLE CO OF MA	22,761	22,761
LYNN HAVEN	9,132	9,132
MAINE ST HSG	52,420	52,420
MAINE ST HSG	8,735	8,735
MARSHVIILE CLINIC	39,587	39,587
MERCK & CB	20,026	20,026
METROPOLITAN GO	30,459	30,459
NE INVT FA SFH	39,925	39,925
NEVADA SYS HIGHER ED	53,397	53,397
NEW JERSEY ECONOMIC DEV	60,104	60,104
NEW YORK NY CITY	19,302	19,302
NJ ECON DEV AUT	36,373	36,373
NYC NY TRAN AUTH	24,753	24,753
OSCEOLA CNTY FLA TOURIST DEV	46,756	46,756
PARK CREEK MET	13,151	13,151
PATRIOT ENERGY GRP	47,649	47,649
PENNSYLVANIA ST	50,209	50,209
PENNSYLVANIA ST HGR EDUCATION	43,758	43,758
PHIL PA SD	25,890	25,890
POMONA CALIF	9,683	9,683
PREMIER HEALTH	19,128	19,128
RANTOUL ILL TAXABLE GO BDS	53,121	53,121
ROUND LAKE PK ILL TAXABLE GO BD	29,048	29,048
SAN BERNARDINO CNTY CALIF	54,620	54,620
SAN DIEGO CA REDEV AGY	54,728	54,728
SANTA CRUZ CNTY	20,043	20,043
SD ST HLTH/ED	27,946	27,946
SEMI TROPIC IMPT	14,063	14,063
SUTTER HEALTH	19,715	19,715
TOOELE CITY UTAH SALES TAX RE	45,043	45,043
TULARE CNTY CALIF	13,710	13,710
UNIVERSITY CALIF	57,032	57,032
UNIVERSITY OF S	15,717	15,717
UNIVERSITY TEXAS	53,490	53,490
UMPC	44,516	44,516
UPTOWN DEV AUTH TEX TAX	8,295	8,295
WELLINGTON FLORI	20,197	20,197
SOFI BANK INTL	225,842	225,842
DISCOVER BANK	225,921	225,921
BANK OF AMERICA	227,209	227,209

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

HW DURHAM FOUNDATION INC

EIN:

62-0583854

Name of Stock	End of Year Book Value	End of Year Fair Market Value
AIR PRODS & CHEMS INC	43,923	43,923
AMGEN	50,043	50,043
AUTOZONE INC	54,434	54,434
BAXTER INTL INC	26,594	26,594
BERKLEY W R CORP	54,833	54,833
CHEVRON CORP	60,978	60,978
CENCORA	74,144	74,144
CONSTELLATION BRANDS INC	45,084	45,084
COCA COLA	36,733	36,733
GLOBAL PAYMENTS	46,729	46,729
GRAINGER WW INC	53,757	53,757
JOHNSON & JOHNSON	99,354	99,354
KEURIG DR PEPPER INC	56,788	56,788
LOWES COS	72,066	72,066
MARSH & MCLENNAN COS	60,537	60,537
MEDTRONIC	51,283	51,283
MICROCHIP TECHNOLOGY	51,672	51,672
MONDELEZ INTL INC	53,219	53,219
PHILIP MORRIS INTL	56,324	56,324
ROSS STORES	82,593	82,593
SERVICE CORP	57,710	57,710
STATE STREET CORP	39,260	39,260
SYSCOM CORP	72,866	72,866
THERMO FISHER SCIENTIFIC INC	69,191	69,191
UNITED PAARCEL SERVICE INC	42,495	42,495
UNITEDHEALTH GROUP	84,479	84,479
US BANK CORP	59,453	59,453
THE WALT DISNEY COMPANY	69,594	69,594
ADYEN NV	43,657	43,657
AFLAC	45,307	45,307
ALTRIA GROUP	104,423	104,423
AMCOR	20,043	20,043
AMER INTL GROUP	66,466	66,466
AON	25,141	25,141
APPLOVIN CORP	161,267	161,267
ARCH CAP	47,653	47,653
ASM INTERNATIONAL	30,734	30,734
ASML HOLDING	41,585	41,585
ASTRAZENECA	54,316	54,316
ATLASSIAN CORPORATION PLC	38,697	38,697
BAE SYSTEMS	35,325	35,325
BANK OF NEW YORK MELLON CORP	77,906	77,906
BEST BUY CO INC	20,335	20,335
BOOKING HOLDING	139,116	139,116
BUILDERS FIRSTSOURCE INC	56,457	56,457
BRISTOL-MYERS SQUIBB CO	17,194	17,194
BUNGE GLOBAL	19,237	19,237
CANADIAN NATURAL	27,845	27,845
CANADIAN PACIFIC	44,942	44,942
CARDINAL HEALTH	20,579	20,579
CARISLE COS INC	29,876	29,876
CATERPILLAR INC	76,542	76,542
CF INDUSTRIES HOLDINGS INC	19,624	19,624
CITIZENS FINL GROUP INC	33,826	33,826
COMCAST	63,651	63,651
COMPASS	35,605	35,605
CONCOPHILLIPS	13,586	13,586
COUPANG INC	40,575	40,575
CRH PUBLIC LIMITED	26,831	26,831
DEVON ENERGY CORP NEW	36,298	36,298
DUPONT	54,519	54,519
EBAY	26,886	26,886
EXPEDIA	58,135	58,135
EXPEDITORS	61,920	61,920
EXPERIAN PLC	26,151	26,151
FERGUSON PLC	30,895	30,895
FERRARI	61,602	61,602
FIDELITY NATL INFORMATIO	64,858	64,858
GENERAL MLS INC	68,744	68,744
GENERAL MTRS CO	37,822	37,822
GO DADDY	126,119	126,119
GOLDMAN SACHS GROUP INC	50,391	50,391
HARTFORD FINANCIAL	66,734	66,734
ICICI BANK LIMITED	39,475	39,475
ICON	49,911	49,911
KINDER MORGAN INC DEL	7,425	7,425
LABCORP HLDNGS INC	27,289	27,289
LINDE	39,774	39,774
LOCKHEED MARTIN	87,469	87,469
MARATHON PETROLEUM GROUP	89,699	89,699
MARRIOTT INTL	14,226	14,226
MEDTRONIC PLC	17,653	17,653
MEITUAN	45,679	45,679
MERCADOLIBRE	30,608	30,608
METLIFE INC	56,497	56,497
MITSUBISHI HEAVY INDS	45,244	45,244
MONDAY COM LTD	35,787	35,787
NETAPP INC	14,742	14,742
NORTHERN TR CORP	21,525	21,525
NOVO NORDISK A/S	66,579	66,579
NU HLDNGS LTD	27,630	27,630
PAYPAL HLDNGS INC	27,312	27,312
PHILLIPS 66	4,671	4,671
PRUDENTIAL FINL INC	5,215	5,215
PULTE GROUP	15,791	15,791
REGIONS	29,259	29,259
ROLLS-ROYCE	54,787	54,787
RTX CORP	48,718	48,718
SAFRAN	66,000	66,000
SAP SE	70,170	70,170
SCHNEIDER ELECTRIC SE	40,010	40,010
SEA LTD	79,363	79,363
SIEMENS ENERGY AG	50,051	50,051
SPOTIFY	56,817	56,817
STEEL DYNAMICS	85,210	85,210
STERIS PLC	37,206	37,206
SYNCHRONY FINL	120,640	120,640
T MOBILE	22,294	22,294
TAIWAN	88,081	88,081
TWILIO	14,591	14,591
UBS GROUP	35,050	35,050
VALERO	67,425	67,425
VERISK	51,505	51,505
VERIZON COMMUNICATIONS	32,672	32,672
WELLS FARGO	130,717	130,717
WASTE CONNECTIONS INC (CA)	32,600	32,600
3I GROUP PLC	57,924	57,924
ABBOTT	45,922	45,922

- TIN:

TY 2024 LandEtcSchedule2

Name:

HW DURHAM FOUNDATION INC

EIN:

62-0583854

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value
OFFICE FURNITURE	25,390	25,390	0
NORTH ATLANTIC PHONE SYSTEM	3,250	3,250	0
2013 MERCEDES BENZ C300	21,684	21,684	0
13 INCH MACBOOK PRO	2,324	1,705	619
16 INCH MACBOOK PRO	3,434	2,519	915

- TIN:

TY 2024 OtherAssetsSchedule

Name:

HW DURHAM FOUNDATION INC

EIN:

62-0583854

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
SIMON PPTY	36,801
WEYERHEAUSER CO	41,237
AMERICAN FUNDS NEW WORLD	335,339	358,093	358,093
MFS INTERNATIONAL	1,127,827	609,371	609,371
ADVISORSHARES PURE US	371,670	202,006	202,006
SPDR S&P BIOTECH	44,645	45,030	45,030
ISHARES 20 PLS YEAR		205,226	205,226
INVESTMENT CASH ACCOUNTS		833,242	833,242

- TIN:

TY 2024 OtherDecreasesSchedule

Name:

HW DURHAM FOUNDATION INC

EIN:

62-0583854

Description	Amount
UNREALIZED GAIN	256,158

- TIN:

TY 2024 OtherExpensesSchedule

Name:

HW DURHAM FOUNDATION INC

EIN:

62-0583854

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
AUTOMOBILE	3,353	1,180	2,173
BOARD EXPENSES	8,980	0	8,980
GENERAL INSURANCE	15,227	15,227	0
INSURANCE	30,488	30,488	0
OFFICE EXPENSE	4,212	1,325	2,887
PROFESSIONAL DUES & SUBSCRIPTIONS	739	0	739
TELEPHONE	2,653	933	1,720
ROUNDING	-1	-1	0

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

HW DURHAM FOUNDATION INC

EIN:

62-0583854

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT ADVISOR FEES	70,245	70,245		0

- TIN:

TY 2024 TaxesSchedule

Name:

HW DURHAM FOUNDATION INC

EIN:

62-0583854

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES	2,027	2,027		0
PAYROLL TAX	10,147	3,570		6,577