Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
WILLIAM STARK JONES FOUNDATION
KATHERINE W LAMBERT CO-TRUSTEE
Number and street (or P.O. box number if mail is not delivered to street address)4667 N WILSHIRE ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI53211
A Employer identification number

39-6786974
B Telephone number (see instructions)

(414) 336-0181
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,620,425J 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 19,815 19,815 19,815
4 Dividends and interest from securities... 30,952 30,952 30,952
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
184,071
b Gross sales price for all assets on line 6a 597,283
7 Capital gain net income (from Part IV, line 2)...  
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........ 234,838 50,767 50,767
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
6,765 6,765    
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,395 1,395    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,160 8,160   0
25 Contributions, gifts, grants paid....... 240,000 240,000
26 Total expenses and disbursements. Add lines 24 and 25 248,160 8,160   240,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -13,322
b Net investment income (if negative, enter -0-) 42,607
c Adjusted net income (if negative, enter -0-)... 50,767
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............. 331,954 282,722 282,722
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
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)....... 651,326 Click to see attachment
List of Attached Documents:
// Content
721,545 		1,432,036
c Investments—corporate bonds (attach schedule)....... 431,631 Click to see attachment
List of Attached Documents:
// Content
413,880 		409,223
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).......... 300,000 Click to see attachment
List of Attached Documents:
// Content
300,000 		496,444
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,714,911 1,718,147 2,620,425
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,714,911 1,718,147
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,714,911 1,718,147
30 Total liabilities and net assets/fund balances (see instructions). 1,714,911 1,718,147
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,714,911
2
Enter amount from Part I, line 27a .....................
2
-13,322
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
16,558
4
Add lines 1, 2, and 3 ..........................
4
1,718,147
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,718,147
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.)
1a
b
c
d
e
(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
b
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
b
c
d
e
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  
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) 1 592
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  
3 Add lines 1 and 2........................... 3 592
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 592
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
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 33
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 625
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
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 arrowWI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowKATHERINE LAMBERT Telephone no.right arrow (414) 336-0181

Located atright arrow4667 N WILSHIRE ROADMILWAUKEEWI ZIP+4right arrow53211
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)
 
No
(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
 
 
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
 
 
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
KATHERINE LAMBERT TRUSTEE
000.00 		0 0 0
4667 N WILSHIRE ROAD
MILWAUKEE,WI53211
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  
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 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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,269,614
b
Average of monthly cash balances.......................
1b
275,161
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,544,775
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
2,544,775
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
38,172
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,506,603
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
125,330
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
125,330
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
592
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
592
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
124,738
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
124,738
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
124,738
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
240,000
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
240,000
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 7 124,738
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 95,483
b From 2020...... 103,153
c From 2021...... 90,954
d From 2022...... 102,342
e From 2023...... 123,294
f Total of lines 3a through e ........ 515,226
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 240,000
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 124,738
e Remaining amount distributed out of corpus 115,262
5 Excess distributions carryover applied to 2024.    
(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 5 630,488
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		95,483
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		535,005
10 Analysis of line 9:
a Excess from 2020.... 103,153
b Excess from 2021.... 90,954
c Excess from 2022.... 102,342
d Excess from 2023.... 123,294
e Excess from 2024.... 115,262
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ALLIANCE FRANCAISE
ALLIANCE FRANCAISE
1800 E CAPITOL DRIVE
1800 E CAPITOL DRIVE
MILWAUKEE,WI53211 		NONE PUBLIC CHRTY FRENCH EDUCATION 1,000

ANGELS AMONG US IN FLORIDA INC
ANGELS AMONG US IN FLORIDA INC
5277 N TAMIAMI TRAIL
5277 N TAMIAMI TRAIL
SARASOTA,FL34234 		NONE PUBLIC CHRTY PREGNANCY CENTER 4,000

BAY VIEW COMMUNITY CENTER
BAY VIEW COMMUNITY CENTER
1320 E OKLAHOMA AVENUE
1320 E OKLAHOMA AVENUE
MILWAUKEE,WI53207 		NONE PUBLIC CHRTY OPERATING SUPPORT 2,500

BAY VIEW HISTORICAL SOCIETY
BAY VIEW HISTORICAL SOCIETY
2590 S SUPERIOR STREET
2590 S SUPERIOR STREET
MILWAUKEE,WI53207 		NONE PUBLIC CHRTY OPERATING SUPPORT 1,500

BAY VIEW NEIGHBORHOOD ASSN
BAY VIEW NEIGHBORHOOD ASSN
PO BOX 070184
P O BOX 070184
MILWAUKEE,WI53207 		NONE PUBLIC CHRTY BVNA 2,500

BEST BUDDIES WISCONSIN
BEST BUDDIES WISCONSIN
10425 W NORTH AVENUE
10425 W NORTH AVENUE
WAUWATOSA,WI53226 		NONE PUBLIC CHRTY OPERATING SUPPORT 1,000

BLUE LOTUS CENTER
BLUE LOTUS CENTER
5501 COUNTY RD M
5501 COUNTY RD M
WEST BEND,WI53095 		NONE PUBLIC CHRTY OPERATING SUPPORT 1,000

BOCA BLUE BENEVOLENT
BOCA BLUE BENEVOLENT
102 NE 2ND STREET 130
102 NE 2ND STREET 130
BOCA RATON,FL33432 		NONE PUBLIC CHRTY OPERATING SUPPORT 10,000

BOYS & GIRLS CLUB OF WASHINGTON CTY
BOYS & GIRLS CLUB OF WASHINGTON CTY
925 N SILVERBROOK DRIVE
925 N SILVERBROOK DRIVE
WEST BEND,WI53095 		NONE PUBLIC CHRTY OPERATING SUPPORT 1,000

CAMP MANITO-WISH YMCA
CAMP MANITO-WISH YMCA
PO BOX 246
PO BOX 246
BOULDER JUNCTION,WI54512 		NONE PUBLIC CHRTY OPERATING SUPPORT 2,000

CAPUCHIN COMMUNITY SERVICES
CAPUCHIN COMMUNITY SERVICES
PO BOX 5830
PO BOX 5830
MILWAUKEE,WI53208 		NONE PUBLIC CHRTY OPERATING SUPPORT 3,000

CATHEDRALOLD ST MARY CONFERENCE
CATHEDRAL/OLD ST MARY CONFERENCE
831 N VAN BUREN STREET
831 N VAN BUREN STREET
MILWAUKEE,WI53202 		NONE PUBLIC CHRTY SUPPORT "FEED THE HUNGRY" 2,000

CEDAR LAKES CONSERVATION FUND INC
CEDAR LAKE CONSERVATION FUND INC
PO BOX 347
PO BOX 347
WEST BEND,WI53095 		NONE PUBLIC CHRTY OPERATING SUPPORT 2,500

COA YOUTH & FAMILY CENTERS
COA YOUTH & FAMILY CENTERS
909 E NORTH AVENUE
909 E NORTH AVENUE
MILWAUKEE,WI53212 		NONE PUBLIC CHRTY FAMILY SERVICES 1,000

EARLY MUSIC NOW
EARLY MUSIC NOW
759 N MILWAUKEE ST
759 N MILWAUKEE ST
MILWAUKEE,WI53202 		NONE PUBLIC CHRTY OPERATING SUPPORT 15,000

ENVIRONMENTAL LAW & POLICY CTR
ENVIRONMENTAL LAW & POLICY CTR
35 E WACKER DRIVE 1600
35 E WACKER DRIVE 1600
CHICAGO,IL60601 		NONE PUBLIC CHRTY OPERATING SUPPORT 12,000

ERAS SENIOR NETWORK
ERAS SENIOR NETWORK
2607 N GRANDVIEW BLVD
2607 N GRANDVIEW BLVD
WAUKESHA,WI53188 		NONE PUBLIC CHRTY OPERATING SUPPORT 2,500

FARM & NATURAL LANDS TRUST
FARM & NATURAL LANDS TRUST
156 N GEORGE STREET 300
156 N GEORGE STREET 300
YORK,PA17401 		NONE PUBLIC CHRTY OPERATING SUPPORT 2,000

FOX POINT-BAYSIDE EDUCATION
FOX POINT-BAYSIDE EDUCATION
7300 N LOMBARDY
7300 N LOMBARDY
MILWAUKEE,WI53217 		NONE PUBLIC CHRTY OPERATING SUPPORT 1,000

FRIENDS OF WEST BEND COM LIBRARY
FRIENDS OF WEST BEND COM LIBRARY
630 POPLAR STREET
630 POPLAR STREET
WEST BEND,WI53095 		NONE PUBLIC CHRTY OPERATING SUPPORT 1,500

HEAR WISCONSIN
HEAR WISCONSIN
10243 W NATIONAL AVENUE
10243 W NATIONAL AVENUE
WEST ALLIS,WI53227 		NONE PUBLIC CHRTY SUPPORT CHILDREN/HEARING LOSS 5,000

HUNGER TASK FORCE OF MILWAUKEE
HUNGER TASK FORCE OF MILWAUKEE
201 SOUTH HAWLEY COURT
201 SOUTH HAWLEY COURT
MILWAUKEE,WI53214 		NONE PUBLIC CHRTY OPERATING SUPPORT 2,000

IRONWOOD CARNEGIE LIBRARY
IRONWOOD CARNEGIE LIBRARY
235 E AURORA STREET
235 E AURORA STREET
IRONWOOD,MI49938 		NONE PUBLIC CHRTY OPERATING SUPPORT 2,000

JACKSON HOLE CHILDREN'S MUSEUM
JACKSON HOLE CHILDREN'S MUSEUM
PO BOX 995
PO BOX 995
JACKSON,WY83001 		NONE PUBLIC CHRTY OPERATING SUPPORT 7,000

KELBEN FOUNDATION (FOR CAPS)
KELBEN FOUNDATION (FOR CAPS)
100 E WISCONSIN AVE 2280
100 E WISCONSIN AVE 2280
MILWAUKEE,WI53202 		NONE PUBLIC CHRTY OPERATING SUPPORT 2,000

KETTLE MORAINE YMCA INC
KETTLE MORAINE YMCA INC
1111 W WASHINGTON STREET
1111 W WASHINGTON STREET
WEST BEND,WI53095 		NONE PUBLIC CHRTY SCHOLARSHIP CAMPAIGN 2,000

KINSHIP COMMUNITY FOOD CENTER
KINSHIP COMMUNITY FOOD CENTER
2610 N MARTIN LUTHER KING
2610 N MARTIN LUTHER KING
MILWAUKEE,WI53212 		NONE PUBLIC CHRTY COMMUNITY SUPPORT 2,000

LEGAL AID SOCIETY OF MILWAUKEE
LEGAL AID SOCIETY OF MILWAUKEE
728 N JAMES LOVELL ST
728 N JAMES LOVELL ST
MILWAUKEE,WI53233 		NONE PUBLIC CHRTY OPERATING SUPPORT 7,500

MALAIKA EARLY LEARNING CTR
MALAIKA EARLY LEARNING CTR
125 W AUER AVENUE
125 W AUER AVENUE
MILWAUKEE,WI53212 		NONE PUBLIC CHRTY EARLY CHILDHOOD EDUCATION 1,000

META HOUSE INC
META HOUSE INC
2625 N WEIL STREET
2625 N WEIL STREET
MILWAUKEE,WI53212 		NONE PUBLIC CHRTY OPERATING SUPPORT 2,000

MILWAUKEE ART MUSEUM
MILWAUKEE ART MUSEUM
700 N ART MUSEUM DRIVE
700 N ART MUSEUM DRIVE
MILWAUKEE,WI53202 		NONE PUBLIC CHRTY OPERATING SUPPORT 3,000

MILWAUKEE HABITAT FOR HUMANITY
MILWAUKEE HABITAT FOR HUMANITY
3726 N BOOTH STREET
3726 N BOOTH STREET
MILWAUKEE,WI53210 		NONE PUBLIC CHRTY SUPPORT BOYS SOCCER TEAM 3,500

MILWAUKEE IRISH ARTS
MILWAUKEE IRISH ARTS
604 E CAPITOL DRIVE
604 E CAPITOL DRIVE
MILWAUKEE,WI53211 		NONE PUBLIC CHRTY OPERATING SUPPORT 3,000

MILWAUKEE PUBLIC SCHOOLS
MILWAUKEE PUBLIC SCHOOLS
5225 W VLIET STREET 56
5225 W VLIET STREET 56
MILWAUKEE,WI53208 		NONE PUBLIC CHRTY SUPPORT RECREATION & COMMUNITY SVC 1,500

MILWAUKEE SCHOOL OF ENGINEERING
MILWAUKEE SCHOOL OF ENGINEERING
1025 N BROADWAY
1025 N BROADWAY
MILWAUKEE,WI53202 		NONE PUBLIC CHRTY OPERATING SUPPORT 2,000

MOTE MARINE LAB & AQUARIUM
MOTE MARINE LAB & AQUARIUM
1600 KEN THOMPSON PARKWAY
1600 KEN THOMPSON PARKWAY
SARASOTA,FL34236 		NONE PUBLIC CHRTY OPERATING SUPPORT 3,000

MPTV
MPTV
1036 N 8TH STREET
1036 N 8TH STREET
MILWAUKEE,WI53233 		NONE PUBLIC CHRTY OPERATING SUPPORT 2,000

NEXT DOOR FOUNDATION
NEXT DOOR FOUNDATION
2545 N 29TH STREET
2545 N 29TH STREET
MILWAUKEE,WI53210 		NONE PUBLIC CHRTY OPERATING SUPPORT 12,000

OPEN DOOR FREE CLINIC
OPEN DOOR FREE CLINIC
1025 E OKLAHOMA AVENUE
1025 E OKLAHOMA AVENUE
MILWAUKEE,WI53207 		NONE PUBLIC CHRTY OPERATING SUPPORT 2,500

PLYMOUTH HARBOR FOUNDATION
PLYMOUTH HARBOR FOUNDATION
700 JOHN RINGLING BLVD
700 JOHN RINGLING BLVD
SARASOTA,FL34236 		NONE PUBLIC CHRTY OPERATING SUPPORT 13,000

ROGERS INHEALTH
ROGERS INHEALTH
34700 VALLEY ROAD
34700 VALLEY ROAD
OCONOMOWOC,WI53066 		NONE PUBLIC CHRTY OPERATING SUPPORT 2,000

SAVE OUR SEABIRDS INC
SAVE OUR SEABIRDS INC
1708 KEN THOMPSON PARKWAY
1708 KEN THOMPSON PARKWAY
SARASOTA,FL34236 		NONE PUBLIC CHRTY OPERATING SUPPORT 2,000

SECOND HEART HOMES INC
SECOND HEART HOMES INC
PO BOX 3886
PO BOX 3886
SARASOTA,FL342303886 		NONE PUBLIC CHRTY OPERATING SUPPORT 5,000

SENIOR CITIZENS ACTIVITIES INC
SENIOR CITIZENS ACTIVITIES INC
2378 W WASHINGTON ST A
2378 W WASHINGTON ST A
WEST BEND,WI53095 		NONE PUBLIC CHRTY OPERATING SUPPORT 1,000

SKYLIGHT MUSIC THEATRE
SKYLIGHT MUSIC THEATRE
158 N BROADWAY
158 N BROADWAY
MILWAUKEE,WI53202 		NONE PUBLIC CHRTY OPERATING SUPPORT 1,000

ST MARTHA CATHOLIC CHURCH
ST MARTHA CATHOLIC CHURCH
200 NORTH ORANGE AVENUE
200 NORTH ORANGE AVENUE
SARASOTA,FL34236 		NONE PUBLIC CHRTY IN SUPPORT OF FEAST OF ABRAHAM 5,000

THE EVANGELICAL CATHOLIC
THE EVANGELICAL CATHOLIC
6602 NORMANDY LANE FL 2
6602 NORMANDY LANE FL 2
MADISON,WI53719 		NONE PUBLIC CHRTY OPERATING SUPPORT 1,000

THE THRESHOLD INC
THE THRESHOLD INC
600 ROLFS AVENUE
600 ROLFS AVENUE
WEST BEND,WI53090 		NONE PUBLIC CHRTY OPERATING SUPPORT 1,000

UNITY EVANGELICAL LUTHERAN CHURCH
UNITY EVANGELICAL LUTHERN CHURCH
1025 E OKLAHOMA AVENUE
1025 E OKLAHOMA AVENUE
MILWAUKEE,WI53207 		NONE PUBLIC CHRTY SCHOLARSHIPS 2,500

UW COOPERATIVE EXTENSION
UW COOPERATIVE EXTENSION
6737 W WASHINGTON ST 2202
6737 W WASHINGTON ST 2202
WEST ALLIS,WI53217 		NONE PUBLIC CHRTY OPERATING SUPPORT (STEM) 2,500

WARRIORS & QUIET WATERS FND
WARRIORS & QUIET WATERS FND
351 EVERGREEN DR STE A
1087 STONERIDGE DR STE A
BOZEMAN,MT59715 		NONE PUBLIC CHRTY OPERATING SUPPORT 1,000

WB COLUMNS
WB COLUMNS
PO BOX 397
PO BOX 397
WEST BEND,WI53095 		NONE PUBLIC CHRTY OPERATING SUPPORT 2,000

WEDU
WEDU
1888 BROTHER GEENEN WAY
1888 BROTHER GEENEN WAY
SARASOTA,FL34236 		NONE PUBLIC CHRTY OPERATING SUPPORT 2,000

WEST BEND SUNRISE ROTARY FND
WEST BEND SUNRISE ROTARY FND
420 MEADOWBROOK DRIVE
420 MEADOWBROOK DRIVE
WEST BEND,WI53090 		NONE PUBLIC CHRTY OPERATING SUPPORT 8,000

WIS CONSERVATORY OF MUSIC
WIS CONSERVATORY OF MUSIC
1584 N PROSPECT AVENUE
1584 N PROSPECT AVENUE
MILWAUKEE,WI53202 		NONE PUBLIC CHRTY OPERATING SUPPORT 1,000

ARIZONA AXEMEN MOTORCYCLE CLUB
ARIZONA AXEMEN MOTORCYCLE CLUB
15830 W DEANNE COURT
15830 W DEANNE COURT
WADDELL,AZ85355 		NONE PUBLIC CHRTY OPERATING SUPPORT 10,000

CATHOLIC CHARITIES OF MILWAUKEE
CATHOLIC CHARITIES OF MILWAUKEE
PO BOX 070912
PO BOX 070912
MILWAUKEE,WI53207 		NONE PUBLIC CHRTY OPERATING SUPPORT 10,000

DIABETES COALITION OF PALM BEACH
DIABETES COALITION OF PALM BEACH
2051 MLK JR BLVD STE 306
2051 MLK JR BLVD STE 306
RIVIERA BEACH,FL33404 		NONE PUBLIC CHRTY OPERATING SUPPORT 10,000

THE SEEING EYE INC
THE SEEING EYE INC
1 SEEING EYE WAY
1 SEEING EYE WAY
MORRISTOWN,NJ07960 		NONE PUBLIC CHRTY OPERATING SUPPORT 10,000

HIGHLAND BEACH POLICE AND FIRE
HIGHLAND BEACH POLICE AND FIRE
3614 S OCEAN BLVD
3614 S OCEAN BLVD
HIGHLAND BEACH,FL33487 		NONE PUBLIC CHRTY OPERARING SUPPORT 10,000

BALANCE INC
BALANCE INC
1350 14TH AVENUE 4
1350 14TH AVENUE 4
GRAFTON,WI53024 		NONE PUBLIC CHRTY OPERATING SUPPORT 5,000

ENCHANTMENT IN THE PARK
ENCHANTMENT IN THE PARK
PO BOX 1137
PO BOX 1137
WEST BEND,WI53095 		NONE PUBLIC CHRTY OPERATING SUPPORT 1,000
Total .................................right arrow 3a 240,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		        19,815
4 Dividends and interest from securities ....         30,952
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 ............ 		        184,071
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) ..     234,838
13Total. Add line 12, columns (b), (d), and (e)..................
13
234,838
(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:
WILLIAM STARK JONES FOUNDATION
 
KATHERINE W LAMBERT CO-TRUSTEE
EIN:
39-6786974
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INDIRECT ACCOUNTING FEES 1,395 1,395    

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

TY 2024 GainLossSaleOtherAssetsSch
Name:
WILLIAM STARK JONES FOUNDATION
 
KATHERINE W LAMBERT CO-TRUSTEE
EIN:
39-6786974
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
ROBERT W BAIRD & CO INCORPORATED   PURCHASE 2024-12   63,443 72,161     -8,718  
ROBERT W BAIRD & CO. INCORPORATED   PURCHASE 2024-12   65,000 65,000        
ROBERT W BAIRD & CO. INCORPORATED   PURCHASE 2024-12   468,840 276,051     192,789  

TY 2024 InvestmentsCorpBondsSchedule
Name:
WILLIAM STARK JONES FOUNDATION
 
KATHERINE W LAMBERT CO-TRUSTEE
EIN:
39-6786974
Name of Bond End of Year Book Value End of Year Fair Market Value
24367.250 SHS BAIRD S-T BOND    
145000 SHS PHF INVTS LLC 140,000 140,000
50,000 SHS GOLDMAN SACHS BANK    
20,000 SHS BANESCO USA 20,000 20,000
26,344 SHS BAIRD ST FUND 253,880 249,223

TY 2024 InvestmentsCorpStockSchedule
Name:
WILLIAM STARK JONES FOUNDATION
 
KATHERINE W LAMBERT CO-TRUSTEE
EIN:
39-6786974
Name of Stock End of Year Book Value End of Year Fair Market Value
1,100 SHS AES CORP 19,714 14,157
200 SHS APTIV PLC    
1,431 SHS AT & T INC 40,328 32,584
150 SHS ADVANCED DRAIN SYSTEM 21,546 17,340
100 SHS ADVANCED MICRO DEVICES 18,491 12,079
200 SHS ALPHABET INC 6,073 38,088
240 SHS AMAZON COM INC 18,511 52,654
150 SHS AMERICAN WATER WORKS 22,812 18,674
750 SHS APPLE INC 20,596 187,815
200 SHS APTARGROUP INC 25,468 31,420
340 ARISTA NETWORKS INC 23,142 37,580
25 SHS BLACKROCK INC 13,976 25,628
250 SHS BROADCOM INC 7,780 57,960
400 SHS BRISTOL MYERS SQUIBB 22,867 22,624
1,100 SHS CNH INDUSTRIAL 13,412 12,463
10 SHS CHIPOTLE MEXICAN GRILL INC CL    
200 SHS CHEVRON 23,748 28,968
75 SHS COSTCO WHOLESALE CORP 10,671 68,720
175 SHS CROCS INC    
250 SHS DARLING INGREDIENTS INC    
250 SHS WALT DISNEY CO 20,601 27,838
125 SHS DOVER CORP 23,216 23,450
80 SHS EATON CORP 25,010 26,550
550 SHS EXACT SCIENCES CORP 28,704 30,905
55 SHS META PLATFORMS INC CL A 16,333 32,203
100 SHS FEDEX CORP 16,274 28,133
250 SHS FISERV INC 18,085 51,355
85 SHS GE HEALTHCARE 24,045 27,959
1400 SHS HANNON ARMSTRONG CAPITAL IN 28,833 37,562
50 SHS HOME DEPOT 20,664 19,450
175 SHS INTL BUSINESS MACHINES 31,735 38,470
50 SHS LOCKHEED MARTIN CORP 4,733 24,297
250 SHS MERCK & COMPANY INC 21,977 24,869
90 SHS MICROSOFT CORP 10,154 37,934
600 SHS NEXTERA ENERGY INC 6,923 43,013
100 NORFOLK SOUTHERN CORP    
375 SHS NVIDIA CORP 9,404 50,358
300 PROGRESSIVE CORP    
150 SHS PROCTOR & GAMBLE CO    
100 SHS SALESFORCE.COM INC 8,070 33,433
350 SHS SOUTHERN COMPANY 24,994 28,812
70 SHS SPOTIFY TECHNOLOGY 22,204 31,317
300 TXJ COS INC NEW    
125 SHS TARGET CORP 8,082 16,898
100 SHS VISA INC 7,956 31,604
250 SHS WASTE MANAGEMENT INC 8,312 50,448
600 SHS WEC ENERGY GROUP INC 26,101 56,424

TY 2024 InvestmentsOtherSchedule2
Name:
WILLIAM STARK JONES FOUNDATION
 
KATHERINE W LAMBERT CO-TRUSTEE
EIN:
39-6786974
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
300000 SHS AXA EQUITABLE LIFE INS AT COST 300,000 496,444

TY 2024 LegalFeesSchedule
Name:
WILLIAM STARK JONES FOUNDATION
 
KATHERINE W LAMBERT CO-TRUSTEE
EIN:
39-6786974
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INDIRECT LEGAL FEES 6,765 6,765    


TY 2024 OtherIncreasesSchedule
Name:
WILLIAM STARK JONES FOUNDATION
 
KATHERINE W LAMBERT CO-TRUSTEE
EIN:
39-6786974
Description Amount
ACCRUED INCOME 16,558