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
C G FULLER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 653067
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX752653067
A Employer identification number

57-6050492
B Telephone number (see instructions)

(888) 866-3275
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$4,568,321
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 101,405 101,163  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 131,707
b Gross sales price for all assets on line 6a 679,349
7 Capital gain net income (from Part IV, line 2)... 131,707
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 292    
12 Total. Add lines 1 through 11........ 233,404 232,870  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 63,787 38,272   25,515
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 1,250 750 0 500
c Other professional fees (attach schedule).... 7 7   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 2,986 2,986   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 68,030 42,015 0 26,015
25 Contributions, gifts, grants paid....... 181,025 181,025
26 Total expenses and disbursements. Add lines 24 and 25 249,055 42,015 0 207,040
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -15,651
b Net investment income (if negative, enter -0-) 190,855
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 72,682 95,669 95,669
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,224,781 Click to see attachment
List of Attached Documents:
// Content
3,186,131
4,472,652
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
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) 3,297,463 3,281,800 4,568,321
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........ 3,297,463 3,281,800
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)..... 3,297,463 3,281,800
30 Total liabilities and net assets/fund balances (see instructions). 3,297,463 3,281,800
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
3,297,463
2
Enter amount from Part I, line 27a .....................
2
-15,651
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
44
4
Add lines 1, 2, and 3 ..........................
4
3,281,856
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
56
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,281,800
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 10. ALPHABET INC SHS CL A   2022-03-14 2024-01-29
b 7. AMAZON COM INC   2020-07-24 2024-01-29
c 12. APPLE INC COM   2023-02-14 2024-01-29
d 1. APPLE INC COM   2010-07-01 2024-01-29
e 3. BERKSHIRE HATHAWAYINC DEL CL B NEW   2023-02-14 2024-01-29
1. BLACKROCK INC CL A   2023-02-14 2024-01-29
1. BROADCOM INC   2023-02-14 2024-01-29
1. EQUINIX INC   2020-07-24 2024-01-29
5. J P MORGAN CHASE & CO COM   2023-02-14 2024-01-29
9. MERCK AND CO INC SHS   2023-02-14 2024-01-29
7. MICROSOFT CORPORATION   2023-02-14 2024-01-29
30. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2023-02-14 2024-01-29
63. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2018-11-30 2024-01-29
5. PALO ALTO NETWORKS INC COM   2022-03-14 2024-01-29
2. UNITEDHEALTH GROUP INC   2023-02-14 2024-01-29
3. VISA INC CL A SHRS   2023-02-14 2024-01-29
1. ASML HLDG NV NY REG SHS   2023-02-14 2024-01-29
9. WAL-MART STORES INCORPORATED   2023-02-14 2024-02-20
20. WAL-MART STORES INCORPORATED   2021-05-28 2024-02-20
50. AT&T INC   2023-03-24 2024-02-26
11. ABBOTT LABORATORIES   2023-02-14 2024-02-26
3. ADOBE SYS INC   2020-07-24 2024-02-26
13. AMAZON COM INC   2020-07-24 2024-02-26
19. APPLE INC COM   2010-07-01 2024-02-26
4. BERKSHIRE HATHAWAYINC DEL CL B NEW   2023-02-14 2024-02-26
6. BLACKSTONE INC   2024-01-29 2024-02-26
13. BOSTON SCIENTIFIC CORPORATION   2023-02-14 2024-02-26
10. BRISTOL MYERS SQUIBB CO COM   2023-02-14 2024-02-26
2. BROADCOM INC   2023-02-14 2024-02-26
19. CVS CAREMARK CORP COM   2022-03-14 2024-02-26
9. CHEVRONTEXACO CORP COM   2023-02-14 2024-02-26
13. CISCO SYSTEMS INCORPORATED   2021-08-27 2024-02-26
11. COCA COLA CO COM   2018-11-30 2024-02-26
15. CONOCOPHILLIPS COM   2023-02-14 2024-02-26
4. COSTCO WHSL CORP NEW COM   2023-02-14 2024-02-26
3. DEERE & COMPANY   2023-02-14 2024-02-26
10. DISNEY WALT CO   2020-07-24 2024-02-26
6. EXXON MOBIL CORPORATION   2023-12-12 2024-02-26
1. META PLATFORMS INC CLASS A COMMON STOCK   2023-12-12 2024-02-26
19. GENERAL MOTORS CO COMMON SHARES   2023-02-14 2024-02-26
5. HOME DEPOT INC   2023-02-14 2024-02-26
4. HONEYWELL INTERNATIONAL INC   2023-02-14 2024-02-26
1052. ISHARES CORE TOT U S BD MKT ETF   2023-12-20 2024-02-26
7. J P MORGAN CHASE & CO COM   2023-02-14 2024-02-26
1. JOHNSON & JOHNSON   2022-08-03 2024-02-26
5. JOHNSON & JOHNSON   2023-02-14 2024-02-26
7. KKR & CO INC CL A   2023-09-13 2024-02-26
3. L3HARRIS TECHNOLOGIES INC   2023-02-14 2024-02-26
3. LUMH MOET HENNESSY LOUIS VUITTON   2022-08-03 2024-02-26
17. MGM GRAND INCORPORATED   2023-02-14 2024-02-26
21. MARVELL TECH INC   2023-02-14 2024-02-26
13. MERCK AND CO INC SHS   2023-02-14 2024-02-26
11. MICROSOFT CORPORATION   2023-02-14 2024-02-26
14. MONDELEZ INTERNATIONAL INC   2023-02-14 2024-02-26
7. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2018-11-30 2024-02-26
4. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2019-06-18 2024-02-26
8. NEXTERA ENERGY INC SHS   2022-08-03 2024-02-26
6. NIKE INC CL B   2023-02-14 2024-02-26
1. NORTHROP CORPORATION   2023-02-27 2024-02-26
5. NVIDIA CORP COM   2018-11-30 2024-02-26
5. PNC BK CORP   2022-03-14 2024-02-26
4. PALO ALTO NETWORKS INC COM   2022-03-14 2024-02-26
17. PALO ALTO NETWORKS INC COM   2023-02-14 2024-02-26
4. PROCTER & GAMBLE CO COM   2023-06-30 2024-02-26
6. PROLOGIS INC   2023-02-14 2024-02-26
7. QUANTA SVCS INC   2023-02-14 2024-02-26
5. RTX CORP CORP   2023-02-27 2024-02-26
8. SPDR S P BIOTECH   2024-01-29 2024-02-26
7. SALESFORCE.COM INC COMMON   2020-07-24 2024-02-26
11. SEMPRA ENERGY   2022-09-19 2024-02-26
12. SYSCO CORPORATION   2022-08-03 2024-02-26
5. SYSCO CORPORATION   2022-08-04 2024-02-26
4. TARGET CORP   2023-02-14 2024-02-26
1. THERMO ELECTRON CORP   2022-08-03 2024-02-26
3. UNITEDHEALTH GROUP INC   2023-02-14 2024-02-26
5. VISA INC CL A SHRS   2023-02-14 2024-02-26
5. WASTE MANAGEMENT INC   2023-12-12 2024-02-26
6. EATON CORP PLC   2023-02-14 2024-02-26
1. ASML HLDG NV NY REG SHS   2023-02-14 2024-02-26
2. AIR PRODUCTS AND CHEMICALS INC   2023-02-14 2024-03-18
23. AIR PRODUCTS AND CHEMICALS INC   2022-08-03 2024-03-18
3. CHEVRONTEXACO CORP COM   2023-02-14 2024-03-18
15. CHEVRONTEXACO CORP COM   2022-08-03 2024-03-18
8. CHEVRONTEXACO CORP COM   2020-07-24 2024-03-18
3. CHEVRONTEXACO CORP COM   2010-07-01 2024-03-18
3. CONOCOPHILLIPS COM   2023-02-14 2024-03-18
26. CONOCOPHILLIPS COM   2021-08-27 2024-03-18
1. CONOCOPHILLIPS COM   2021-05-28 2024-03-18
9. COSTCO WHSL CORP NEW COM   2019-06-18 2024-03-18
13. PALO ALTO NETWORKS INC COM   2023-02-14 2024-03-18
25. PALO ALTO NETWORKS INC COM   2020-07-24 2024-03-18
58. PAYPAL HOLDINGS INC SHS   2022-08-03 2024-03-18
12. PAYPAL HOLDINGS INC SHS   2023-02-14 2024-03-18
4. BRISTOL MYERS SQUIBB CO COM   2023-02-14 2024-05-20
75. BRISTOL MYERS SQUIBB CO COM   2022-08-03 2024-05-20
20. BRISTOL MYERS SQUIBB CO COM   2022-09-19 2024-05-20
14. CVS CAREMARK CORP COM   2022-03-14 2024-05-20
53. CVS CAREMARK CORP COM   2023-02-14 2024-05-20
87. CVS CAREMARK CORP COM   2021-05-28 2024-05-20
6. UNITEDHEALTH GROUP INC   2023-02-14 2024-05-20
15. UNITEDHEALTH GROUP INC   2022-03-14 2024-05-20
58. BRISTOL MYERS SQUIBB CO COM   2022-09-19 2024-05-21
126. CVS CAREMARK CORP COM   2021-05-28 2024-05-21
14. CVS CAREMARK CORP COM   2021-08-27 2024-05-21
1. UNITEDHEALTH GROUP INC   2022-03-14 2024-05-21
7. UNITEDHEALTH GROUP INC   2021-08-27 2024-05-21
4. AMERICAN WTR WKS CO INC NEW   2023-02-14 2024-05-31
17. AMERICAN WTR WKS CO INC NEW   2019-06-18 2024-05-31
19. AMERICAN WTR WKS CO INC NEW   2018-11-30 2024-05-31
113. SCHLUMBERGER LTD COM   2023-02-27 2024-05-31
5. COSTCO WHSL CORP NEW COM   2019-06-18 2024-07-11
32. GENERAL MOTORS CO COMMON SHARES   2022-08-03 2024-07-16
92. GENERAL MOTORS CO COMMON SHARES   2020-07-24 2024-07-16
165. ISHARES CORE TOT U S BD MKT ETF   2023-12-20 2024-08-08
271. VANGUARD FTSE EMERGING MARKETS ETF   2023-01-31 2024-08-08
25. AT&T INC   2023-03-24 2024-08-09
5. ABBOTT LABORATORIES   2023-02-14 2024-08-09
1. ABBOTT LABORATORIES   2019-06-18 2024-08-09
22. ALPHABET INC SHS CL A   2022-03-14 2024-08-09
9. AMAZON COM INC   2020-07-24 2024-08-09
15. APPLE INC COM   2010-07-01 2024-08-09
2. BERKSHIRE HATHAWAYINC DEL CL B NEW   2023-02-14 2024-08-09
1. BLACKROCK INC CL A   2023-02-14 2024-08-09
4. CHENIERE ENERGY   2023-12-12 2024-08-09
7. COCA COLA CO COM   2018-11-30 2024-08-09
4. EXXON MOBIL CORPORATION   2024-05-31 2024-08-09
26. FREEPORT-MCMORAN COPPER & GOLD INC COM   2022-03-14 2024-08-09
4. HERSHEY FOODS CORP   2023-05-25 2024-08-09
3. HILTON WORLDWIDE HOLDINGS INC REG   2021-05-28 2024-08-09
4. J P MORGAN CHASE & CO COM   2023-02-14 2024-08-09
4. KKR & CO INC CL A   2023-09-13 2024-08-09
1. LILLY ELI & COMPANY   2024-05-21 2024-08-09
8. MERCK AND CO INC SHS   2023-02-14 2024-08-09
1. MERCK AND CO INC SHS   2022-08-03 2024-08-09
5. MICROSOFT CORPORATION   2023-02-14 2024-08-09
3. MICROSOFT CORPORATION   2020-07-24 2024-08-09
6. MONDELEZ INTERNATIONAL INC   2023-02-14 2024-08-09
1. MONDELEZ INTERNATIONAL INC   2020-07-24 2024-08-09
6. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2019-06-18 2024-08-09
10. NEXTERA ENERGY INC SHS   2022-08-03 2024-08-09
16. NVIDIA CORP COM   2018-11-30 2024-08-09
3. PALO ALTO NETWORKS INC COM   2020-07-24 2024-08-09
3. PROLOGIS INC   2023-02-14 2024-08-09
1. PROLOGIS INC   2019-06-18 2024-08-09
5. SPDR S P BIOTECH   2024-03-18 2024-08-09
2. SALESFORCE.COM INC COMMON   2024-05-31 2024-08-09
6. SEMPRA ENERGY   2022-09-19 2024-08-09
1. THERMO ELECTRON CORP   2022-08-03 2024-08-09
3. VALERO ENERGY CORP - NEW   2024-03-18 2024-08-09
2. VISA INC CL A SHRS   2023-02-14 2024-08-09
1. VISA INC CL A SHRS   2020-07-24 2024-08-09
14. WAL-MART STORES INCORPORATED   2021-05-28 2024-08-09
2. HONEYWELL INTERNATIONAL INC   2023-02-14 2024-08-13
67. HONEYWELL INTERNATIONAL INC   2020-11-05 2024-08-13
19. J P MORGAN CHASE & CO COM   2019-06-18 2024-10-21
69. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2019-06-18 2024-10-21
5. ABBOTT LABORATORIES   2019-06-18 2024-10-22
1. ADOBE SYS INC   2020-07-24 2024-10-22
20. ALPHABET INC SHS CL A   2022-03-14 2024-10-22
14. AMAZON COM INC   2024-08-13 2024-10-22
17. APPLE INC COM   2010-07-01 2024-10-22
11. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2024-05-21 2024-10-22
4. BECTON DICKINSON & COMPANY   2024-05-20 2024-10-22
4. BERKSHIRE HATHAWAYINC DEL CL B NEW   2019-06-18 2024-10-22
5. BLACKSTONE INC   2024-01-29 2024-10-22
1. BLACKROCK INC REG SHS   2020-07-24 2024-10-22
14. BOSTON SCIENTIFIC CORPORATION   2024-05-21 2024-10-22
16. BROADCOM INC   2020-07-24 2024-10-22
6. CHEVRONTEXACO CORP COM   2010-07-01 2024-10-22
9. CISCO SYSTEMS INCORPORATED   2021-08-27 2024-10-22
5. CISCO SYSTEMS INCORPORATED   2022-03-14 2024-10-22
10. COCA COLA CO COM   2018-11-30 2024-10-22
11. CONOCOPHILLIPS COM   2021-05-28 2024-10-22
1. COSTCO WHSL CORP NEW COM   2019-06-18 2024-10-22
1. DEERE & COMPANY   2023-02-14 2024-10-22
2. DEERE & COMPANY   2022-08-03 2024-10-22
8. DISNEY WALT CO   2018-11-30 2024-10-22
8. DUPONT DE NEMOURS INC   2023-02-14 2024-10-22
5. ELECTRONIC ARTS   2022-08-03 2024-10-22
1. EQUINIX INC   2020-07-24 2024-10-22
8. EXXON MOBIL CORPORATION   2024-05-31 2024-10-22
2. META PLATFORMS INC CLASS A COMMON STOCK   2024-08-13 2024-10-22
12. GENERAL MOTORS CO COMMON SHARES   2020-07-24 2024-10-22
1. HOME DEPOT INC   2023-02-14 2024-10-22
2. HOME DEPOT INC   2019-06-18 2024-10-22
279. ISHARES RUSSELL MID-CAP ETF   2018-11-30 2024-10-22
7. J P MORGAN CHASE & CO COM   2019-06-18 2024-10-22
6. JOHNSON & JOHNSON   2023-02-14 2024-10-22
4. KKR & CO INC CL A   2023-09-13 2024-10-22
1. L3HARRIS TECHNOLOGIES INC   2023-02-14 2024-10-22
1. L3HARRIS TECHNOLOGIES INC   2020-07-24 2024-10-22
8. MGM GRAND INCORPORATED   2023-02-14 2024-10-22
12. MGM GRAND INCORPORATED   2021-05-28 2024-10-22
1. MARVELL TECH INC   2023-02-14 2024-10-22
12. MARVELL TECH INC   2020-07-24 2024-10-22
13. MERCK AND CO INC SHS   2022-08-03 2024-10-22
13. MICROSOFT CORPORATION   2020-07-24 2024-10-22
10. MONDELEZ INTERNATIONAL INC   2020-07-24 2024-10-22
7. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2019-06-18 2024-10-22
8. NEXTERA ENERGY INC SHS   2022-08-03 2024-10-22
3. NIKE INC CL B   2023-02-14 2024-10-22
4. NIKE INC CL B   2019-06-18 2024-10-22
22. NVIDIA CORP COM   2018-11-30 2024-10-22
3. PNC BK CORP   2022-03-14 2024-10-22
3. PALO ALTO NETWORKS INC COM   2020-07-24 2024-10-22
6. PROCTER & GAMBLE CO COM   2023-06-30 2024-10-22
1. QUANTA SVCS INC   2023-02-14 2024-10-22
2. QUANTA SVCS INC   2022-09-19 2024-10-22
5. RTX CORP CORP   2023-03-20 2024-10-22
3. RTX CORP CORP   2023-02-27 2024-10-22
1099. SPDR PORTFOLIO LONG TERM TREASURY ETF   2023-08-21 2024-10-22
6. SPDR S P BIOTECH   2024-03-18 2024-10-22
2. SALESFORCE.COM INC COMMON   2024-05-31 2024-10-22
6. SEMPRA ENERGY   2022-09-19 2024-10-22
10. SYSCO CORPORATION   2022-08-04 2024-10-22
1. SYSCO CORPORATION   2022-07-04 2024-10-22
2. TARGET CORP   2023-02-14 2024-10-22
2. TARGET CORP   2019-06-18 2024-10-22
1. THERMO ELECTRON CORP   2023-02-14 2024-10-22
3. UNION PAC CORP COM   2024-03-18 2024-10-22
2. UNITEDHEALTH GROUP INC   2021-05-28 2024-10-22
157. VANGUARD FTSE EMERGING MARKETS ETF   2023-01-31 2024-10-22
6. VERTIV HLDG CO   2024-05-31 2024-10-22
3. VISA INC CL A SHRS   2019-06-18 2024-10-22
12. WAL-MART STORES INCORPORATED   2021-05-28 2024-10-22
4. WASTE MANAGEMENT INC   2023-12-12 2024-10-22
1. EATON CORP PLC   2023-02-14 2024-10-22
3. EATON CORP PLC   2019-06-18 2024-10-22
1. ASML HLDG NV NY REG SHS   2022-08-03 2024-10-22
66. CONOCOPHILLIPS COM   2021-05-28 2024-11-12
7. DEERE & COMPANY   2022-08-03 2024-11-12
7. DEERE & COMPANY   2020-07-24 2024-11-12
13. DEERE & COMPANY   2019-06-18 2024-11-12
11. DISNEY WALT CO   2018-11-30 2024-11-12
21. DISNEY WALT CO   2022-08-03 2024-11-12
11. DISNEY WALT CO   2023-02-14 2024-11-12
24. DISNEY WALT CO   2023-06-30 2024-11-12
29. ELECTRONIC ARTS   2022-08-03 2024-11-12
6. ELECTRONIC ARTS   2023-02-14 2024-11-12
19. HERSHEY FOODS CORP   2023-05-25 2024-11-12
14. HERSHEY FOODS CORP   2023-02-27 2024-11-12
25. HESS CORP   2023-12-12 2024-11-12
28. NIKE INC CL B   2019-06-18 2024-11-12
27. NIKE INC CL B   2022-09-30 2024-11-12
39. NIKE INC CL B   2018-11-30 2024-11-12
20. UNION PAC CORP COM   2024-03-18 2024-11-12
52. CONOCOPHILLIPS COM   2021-05-28 2024-11-13
53. AT&T INC   2023-03-24 2024-12-20
10. ABBOTT LABORATORIES   2019-06-18 2024-12-20
2. ADOBE SYS INC   2020-07-24 2024-12-20
14. ALPHABET INC SHS CL A   2022-03-14 2024-12-20
10. AMAZON COM INC   2024-08-13 2024-12-20
23. APPLE INC COM   2010-07-01 2024-12-20
9. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2024-05-21 2024-12-20
4. BERKSHIRE HATHAWAYINC DEL CL B NEW   2019-06-18 2024-12-20
9. BLACKSTONE INC   2024-01-29 2024-12-20
8. BOSTON SCIENTIFIC CORPORATION   2024-05-21 2024-12-20
28. BROADCOM INC   2020-07-24 2024-12-20
3. CHENIERE ENERGY   2023-12-12 2024-12-20
4. CHEVRONTEXACO CORP COM   2010-07-01 2024-12-20
8. COCA COLA CO COM   2018-11-30 2024-12-20
4. CONSTELLATION ENERGY CORP REG SHS   2024-07-12 2024-12-20
1. COSTCO WHSL CORP NEW COM   2019-06-18 2024-12-20
6. EXXON MOBIL CORPORATION   2024-05-31 2024-12-20
3. META PLATFORMS INC CLASS A COMMON STOCK   2024-11-12 2024-12-20
19. FREEPORT-MCMORAN COPPER & GOLD INC COM   2022-03-14 2024-12-20
3. HILTON WORLDWIDE HOLDINGS INC REG   2021-05-28 2024-12-20
4. HOME DEPOT INC   2019-06-18 2024-12-20
78. ISHARES CORE TOT U S BD MKT ETF   2023-12-20 2024-12-20
143. ISHARES RUSSELL MID-CAP ETF   2018-11-30 2024-12-20
41. ISHARES RUSSELL 2000 ETF   2024-03-07 2024-12-20
6. J P MORGAN CHASE & CO COM   2019-06-18 2024-12-20
9. KKR & CO INC CL A   2023-09-13 2024-12-20
3. L3HARRIS TECHNOLOGIES INC   2020-07-24 2024-12-20
1. LILLY ELI & COMPANY   2024-05-21 2024-12-20
17. MGM GRAND INCORPORATED   2021-05-28 2024-12-20
13. MARVELL TECH INC   2020-07-24 2024-12-20
2. MASTERCARD INC   2024-10-21 2024-12-20
9. MERCK AND CO INC SHS   2022-08-03 2024-12-20
4. MICROSOFT CORPORATION   2020-07-24 2024-12-20
10. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2019-06-18 2024-12-20
9. NEXTERA ENERGY INC SHS   2022-08-03 2024-12-20
14. NUTANIX INC   2024-03-18 2024-12-20
52. NVIDIA CORP COM   2018-11-30 2024-12-20
3. PNC BK CORP   2022-03-14 2024-12-20
9. PALO ALTO NETWORKS INC COM   2020-07-24 2024-12-20
9. PROLOGIS INC   2019-06-18 2024-12-20
4. QUANTA SVCS INC   2022-09-19 2024-12-20
6. RTX CORP CORP   2023-02-27 2024-12-20
10. SPDR S P BIOTECH   2024-03-18 2024-12-20
6. SALESFORCE.COM INC COMMON   2024-05-31 2024-12-20
6. SEMPRA ENERGY   2022-10-10 2024-12-20
1. SEMPRA ENERGY   2024-11-12 2024-12-20
5. SYSCO CORPORATION   2022-07-04 2024-12-20
2. SYSCO CORPORATION   2022-08-03 2024-12-20
4. TARGET CORP   2019-06-18 2024-12-20
4. TESLA INC   2024-11-12 2024-12-20
1. THERMO ELECTRON CORP   2023-02-14 2024-12-20
1. UNITEDHEALTH GROUP INC   2021-05-28 2024-12-20
6. VALERO ENERGY CORP - NEW   2024-03-18 2024-12-20
60. VANGUARD TOTAL INTERNATL BOND ETF   2024-10-29 2024-12-20
6. VERTIV HLDG CO   2024-05-31 2024-12-20
4. VISA INC CL A SHRS   2019-06-18 2024-12-20
4. WASTE MANAGEMENT INC   2023-12-12 2024-12-20
4. EATON CORP PLC   2019-06-18 2024-12-20
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,528   1,262 266
b 1,116   1,058 58
c 2,282   1,824 458
d 190   9 181
e 1,151   938 213
788   734 54
1,217   594 623
815   738 77
860   713 147
1,089   987 102
2,857   1,909 948
2,589   2,975 -386
5,437   2,788 2,649
1,712   866 846
1,011   989 22
814   686 128
870   662 208
1,591   1,312 279
3,535   2,844 691
832   930 -98
1,304   1,190 114
1,698   1,303 395
2,275   1,965 310
3,439   169 3,270
1,652   1,251 401
753   757 -4
870   619 251
510   733 -223
2,622   1,188 1,434
1,458   1,976 -518
1,389   1,532 -143
632   770 -138
670   548 122
1,678   1,665 13
2,979   2,020 959
1,098   1,246 -148
1,082   1,177 -95
626   588 38
484   331 153
764   792 -28
1,860   1,603 257
795   812 -17
102,017   103,997 -1,980
1,282   998 284
161   175 -14
804   814 -10
672   448 224
639   644 -5
549   418 131
718   746 -28
1,445   945 500
1,673   1,426 247
4,502   3,000 1,502
1,029   929 100
604   310 294
345   173 172
441   691 -250
629   744 -115
460   470 -10
4,004   203 3,801
730   915 -185
1,247   693 554
5,299   2,854 2,445
643   608 35
794   772 22
1,654   1,076 578
453   499 -46
776   703 73
2,120   1,321 799
780   943 -163
975   1,037 -62
406   432 -26
602   686 -84
563   589 -26
1,578   1,483 95
1,421   1,143 278
1,044   880 164
1,719   1,040 679
946   662 284
494   572 -78
5,684   5,639 45
467   511 -44
2,333   2,347 -14
1,244   725 519
467   203 264
359   333 26
3,112   1,483 1,629
120   56 64
6,566   2,372 4,194
3,682   2,182 1,500
7,081   2,042 5,039
3,693   5,732 -2,039
764   948 -184
174   293 -119
3,260   5,482 -2,222
869   1,403 -534
804   1,456 -652
3,042   4,763 -1,721
4,993   7,548 -2,555
3,107   2,966 141
7,768   7,297 471
2,502   4,069 -1,567
7,192   10,931 -3,739
799   1,172 -373
518   486 32
3,626   2,937 689
519   606 -87
2,206   1,987 219
2,465   1,792 673
5,158   6,116 -958
4,429   1,318 3,111
1,592   1,197 395
4,578   2,426 2,152
16,368   16,311 57
11,764   11,412 352
483   465 18
543   541 2
109   83 26
3,525   2,777 748
1,501   1,360 141
3,187   133 3,054
862   625 237
853   734 119
723   686 37
478   349 129
471   462 9
1,070   1,153 -83
797   1,044 -247
614   376 238
817   570 247
454   256 198
892   802 90
908   878 30
114   88 26
2,021   1,364 657
1,212   607 605
418   398 20
70   55 15
567   260 307
766   863 -97
1,694   65 1,629
958   245 713
364   386 -22
121   80 41
475   467 8
499   448 51
463   514 -51
600   589 11
452   497 -45
520   457 63
260   197 63
944   664 280
392   406 -14
13,146   12,299 847
4,262   2,102 2,160
8,215   2,988 5,227
580   417 163
491   434 57
3,289   2,524 765
2,659   2,363 296
3,995   151 3,844
849   867 -18
960   947 13
1,844   823 1,021
839   626 213
1,002   572 430
1,234   1,061 173
2,871   497 2,374
907   406 501
511   533 -22
284   271 13
696   498 198
1,158   612 546
890   264 626
407   415 -8
814   673 141
776   925 -149
677   609 68
729   672 57
879   738 141
968   924 44
1,158   1,049 109
640   316 324
401   321 80
802   415 387
24,801   14,420 10,381
1,570   774 796
980   976 4
560   256 304
244   215 29
244   171 73
324   351 -27
486   515 -29
83   45 38
995   426 569
1,384   1,139 245
5,558   2,631 2,927
713   548 165
828   303 525
672   691 -19
245   372 -127
327   338 -11
3,144   89 3,055
558   549 9
1,127   245 882
1,021   911 110
314   154 160
627   283 344
627   511 116
376   299 77
30,205   29,871 334
589   560 29
576   448 128
511   514 -3
746   864 -118
75   86 -11
298   343 -45
298   173 125
589   576 13
723   734 -11
1,139   823 316
7,450   6,611 839
683   565 118
856   508 348
984   569 415
845   704 141
344   173 171
1,032   233 799
719   579 140
7,329   3,674 3,655
2,764   2,356 408
2,764   1,228 1,536
5,133   2,059 3,074
1,098   1,272 -174
2,097   2,269 -172
1,098   1,174 -76
2,397   2,146 251
4,695   3,900 795
971   677 294
3,412   4,960 -1,548
2,514   3,355 -841
3,525   3,390 135
2,142   2,365 -223
2,066   2,265 -199
2,984   2,918 66
4,781   4,895 -114
5,733   2,895 2,838
1,202   986 216
1,141   833 308
891   868 23
2,671   1,767 904
2,243   1,688 555
5,787   205 5,582
584   709 -125
1,819   823 996
1,552   1,123 429
714   606 108
6,344   870 5,474
627   514 113
568   271 297
503   398 105
925   879 46
957   264 693
635   693 -58
1,801   1,757 44
744   842 -98
753   376 377
1,559   831 728
7,569   7,711 -142
12,762   7,391 5,371
9,122   8,480 642
1,426   664 762
1,329   576 753
638   514 124
798   802 -4
588   730 -142
1,474   461 1,013
1,053   1,033 20
892   789 103
1,758   810 948
1,238   433 805
641   777 -136
910   899 11
6,961   211 6,750
577   549 28
1,707   368 1,339
941   724 217
1,312   566 746
696   598 98
915   934 -19
2,068   1,345 723
519   557 -38
87   92 -5
383   430 -47
153   172 -19
525   347 178
1,765   1,319 446
523   576 -53
499   412 87
715   995 -280
3,009   2,997 12
726   565 161
1,269   677 592
824   704 120
1,362   311 1,051
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
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       266
b       58
c       458
d       181
e       213
      54
      623
      77
      147
      102
      948
      -386
      2,649
      846
      22
      128
      208
      279
      691
      -98
      114
      395
      310
      3,270
      401
      -4
      251
      -223
      1,434
      -518
      -143
      -138
      122
      13
      959
      -148
      -95
      38
      153
      -28
      257
      -17
      -1,980
      284
      -14
      -10
      224
      -5
      131
      -28
      500
      247
      1,502
      100
      294
      172
      -250
      -115
      -10
      3,801
      -185
      554
      2,445
      35
      22
      578
      -46
      73
      799
      -163
      -62
      -26
      -84
      -26
      95
      278
      164
      679
      284
      -78
      45
      -44
      -14
      519
      264
      26
      1,629
      64
      4,194
      1,500
      5,039
      -2,039
      -184
      -119
      -2,222
      -534
      -652
      -1,721
      -2,555
      141
      471
      -1,567
      -3,739
      -373
      32
      689
      -87
      219
      673
      -958
      3,111
      395
      2,152
      57
      352
      18
      2
      26
      748
      141
      3,054
      237
      119
      37
      129
      9
      -83
      -247
      238
      247
      198
      90
      30
      26
      657
      605
      20
      15
      307
      -97
      1,629
      713
      -22
      41
      8
      51
      -51
      11
      -45
      63
      63
      280
      -14
      847
      2,160
      5,227
      163
      57
      765
      296
      3,844
      -18
      13
      1,021
      213
      430
      173
      2,374
      501
      -22
      13
      198
      546
      626
      -8
      141
      -149
      68
      57
      141
      44
      109
      324
      80
      387
      10,381
      796
      4
      304
      29
      73
      -27
      -29
      38
      569
      245
      2,927
      165
      525
      -19
      -127
      -11
      3,055
      9
      882
      110
      160
      344
      116
      77
      334
      29
      128
      -3
      -118
      -11
      -45
      125
      13
      -11
      316
      839
      118
      348
      415
      141
      171
      799
      140
      3,655
      408
      1,536
      3,074
      -174
      -172
      -76
      251
      795
      294
      -1,548
      -841
      135
      -223
      -199
      66
      -114
      2,838
      216
      308
      23
      904
      555
      5,582
      -125
      996
      429
      108
      5,474
      113
      297
      105
      46
      693
      -58
      44
      -98
      377
      728
      -142
      5,371
      642
      762
      753
      124
      -4
      -142
      1,013
      20
      103
      948
      805
      -136
      11
      6,750
      28
      1,339
      217
      746
      98
      -19
      723
      -38
      -5
      -47
      -19
      178
      446
      -53
      87
      -280
      12
      161
      592
      120
      1,051
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 131,707
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 2,653
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 2,653
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 2,653
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,024
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,024
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,629
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowSC
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (888) 866-3275

Located atright arrowPO BOX 653067DALLASTX ZIP+4right arrow752653067
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BANK OF AMERICA TRUSTEE
1
55,787    
PO BOX 653067
DALLAS,TX752653067
CLINTON C LEMON TRUSTEE
1
4,000    
122 MAIN ST FL 2
BARNWELL,SC29812
VICTOR B JOHN III TRUSTEE
1
4,000    
4625 BELLEFIELD LN
COLUMBIA,SC292064501
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
4,406,975
b
Average of monthly cash balances.......................
1b
83,634
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,490,609
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,490,609
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
67,359
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,423,250
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
221,163
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
221,163
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,653
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,653
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
218,510
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
218,510
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
218,510
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
207,040
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
207,040
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 7 218,510
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 179,776
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 207,040
a Applied to 2023, but not more than line 2a 179,776
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..... 27,264
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
191,246
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
C G FULLER FOUNDATION
C/O BANK OF AMERICA 1901 MAIN STRE
COLUMBIA,SC292012434
(803) 255-7381
bThe form in which applications should be submitted and information and materials they should include:
MANDATORY GRANT FORM AVAILABLE UPON REQUEST FROM FOUNDATION.
cAny submission deadlines:
NOVEMBER 1
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
501(c)3 ORGANIZATIONS LOCATED IN SOUTH CAROLINA
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

BARNWELL COUNTY MUSEUM & HISTORICAL
BOARD
PO BOX 422
COLUMBIA,SC29812
N/A PC UNRESTRICTED GENERAL 10,000

TAYLORS' FREE MEDICAL CLINIC INC

400 W MAIN STREET
TAYLORS,SC296872951
N/A PC UNRESTRICTED GENERAL 5,500

EMMANUEL'S HAMMER

143 DRY ROCK ROAD
TOWNVILLE,SC296893837
N/A PC UNRESTRICTED GENERAL 1,000

COLLEGE OF CHARLESTON

66 GEORGE STREET
CHARLESTON,SC29424
N/A PC UNRESTRICTED GENERAL 10,000

EPWORTH CHILDRENS' HOME

PO BOX 50466
COLUMBIA,SC29250
N/A PC UNRESTRICTED GENERAL 13,000

WOFFORD COLLEGE

NORTH CHURCH STREET
SPARTANBURG,SC29303
N/A PC UNRESTRICTED GENERAL 32,500

BOYS FARM INC

PO BOX 713
NEWBERRY,SC29108
N/A PC UNRESTRICTED GENERAL 13,000

CHARLESTON SOUTHERN UNIVERSITY

9200 UNIVERSITY BLVD
CHARLESTON,SC29202
N/A PC UNRESTRICTED GENERAL 7,500

SOUTH CAROLINA CHILDREN'S THEATRE

PO BOX 9340
GREENVILLE,SC296049340
N/A PC UNRESTRICTED GENERAL 3,500

DICKERSON CHILDREN'S ADVOCACY CENTER

140 GIBSON ROAD
LEXINGTON,SC29072
N/A PC UNRESTRICTED GENERAL 15,000

EDVENTURE CHILDREN'S MUSEUM

211 GERCAIS STREET
COLUMBIA,SC29201
N/A PC UNRESTRICTED GENERAL 2,000

LAW ENFORCEMENT CHAPLAINCY

PO BOX 6426
COLUMBIA,SC29290
N/A EOF UNRESTRICTED GENERAL 15,000

CLEMSON UNIVERSITY

101 CALHOUN DRIVE
CLEMSON,SC29634
N/A PC UNRESTRICTED GENERAL 2,500

RICHLAND COUNTY PUBLIC LIBRARY

1431 ASSEMBLY STREET
COLUMBIA,SC29201
N/A PC UNRESTRICTED GENERAL 23,000

UNIVERSITY OF SOUTH CAROLINA-COLUMBIA

1500 PENDLETON STREET
COLUMBIA,SC29208
N/A PC EDUCATIONAL SCHOLARSHIPS 2,500

GREENVILLE THEATRE

444 COLLEGE STREET
GREENVILLE,SC296012017
N/A PC UNRESTRICTED GENERAL 5,000

BARNWELL UNITED METHODIST CHURCH

PO BOX 126
BARNWELL,SC29812
N/A PC UNRESTRICTED GENERAL 20,025
Total .................................right arrow 3a 181,025
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 101,405  
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 ............
    18 131,707  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aEXCISE TAX REFUND
    1 292  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   233,404  
13Total. Add line 12, columns (b), (d), and (e)..................
13
233,404
(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:
C G FULLER FOUNDATION
EIN:
57-6050492
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE - BOA 1,250 750   500

TY 2024 GeneralExplanationAttachment
Name:
C G FULLER FOUNDATION
EIN:
57-6050492
Identifier Return Reference Explanation
FEDERAL FOOTNOTE PART VIII LIST OF OFFICERS AND DIRECTORS THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.

TY 2024 InvestmentsCorpStockSchedule
Name:
C G FULLER FOUNDATION
EIN:
57-6050492
Name of Stock End of Year Book Value End of Year Fair Market Value
SEE ATTACHED 3,186,131 4,472,652

TY 2024 OtherDecreasesSchedule
Name:
C G FULLER FOUNDATION
EIN:
57-6050492
Description Amount
COST BASIS ADJUSTMENT 29
ADDITIONAL ADJUSTMENT ON SALES 27


TY 2024 OtherIncomeSchedule2
Name:
C G FULLER FOUNDATION
EIN:
57-6050492
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
EXCISE TAX REFUND 292 0  


TY 2024 OtherIncreasesSchedule
Name:
C G FULLER FOUNDATION
EIN:
57-6050492
Description Amount
ROUNDING ADJUSTMENT 44


TY 2024 OtherProfessionalFeesSchedule
Name:
C G FULLER FOUNDATION
EIN:
57-6050492
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 7 7    


TY 2024 TaxesSchedule
Name:
C G FULLER FOUNDATION
EIN:
57-6050492
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 55 55   0
FOREIGN TAXES ON QUALIFIED FOR 1,727 1,727   0
FOREIGN TAXES ON NONQUALIFIED 1,204 1,204   0