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 MORRIS & BETTY RASHKOV CHARITABLE
 
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

91-6479989
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$4,189,276J 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... 84,737 84,720  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 65,689
b Gross sales price for all assets on line 6a 352,216
7 Capital gain net income (from Part IV, line 2)... 65,689
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 150,426 150,409  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 24,481 14,689   9,792
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,400 840 0 560
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,050 1,050   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,408 1,958   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
69 44   25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,408 18,581 0 10,377
25 Contributions, gifts, grants paid....... 155,418 155,418
26 Total expenses and disbursements. Add lines 24 and 25 184,826 18,581 0 165,795
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -34,400
b Net investment income (if negative, enter -0-) 131,828
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......... 138,452 156,643 156,643
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)....... 3,237,766 Click to see attachment
List of Attached Documents:
// Content
3,185,047 		4,032,633
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) 3,376,218 3,341,690 4,189,276
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........ 3,376,218 3,341,690
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)..... 3,376,218 3,341,690
30 Total liabilities and net assets/fund balances (see instructions). 3,376,218 3,341,690
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
3,376,218
2
Enter amount from Part I, line 27a .....................
2
-34,400
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,341,818
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
128
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,341,690
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 3. BRISTOL MYERS SQUIBB CO COM   2022-12-14 2024-01-16
b 3. BRISTOL MYERS SQUIBB CO COM   2023-02-01 2024-01-16
c 7. BRISTOL MYERS SQUIBB CO COM   2023-01-31 2024-01-16
d 4. BRISTOL MYERS SQUIBB CO COM   2023-01-31 2024-01-17
e 10. BRISTOL MYERS SQUIBB CO COM   2019-09-17 2024-01-17
5. BRISTOL MYERS SQUIBB CO COM   2019-04-30 2024-01-17
2. ADOBE SYS INC   2016-02-09 2024-01-22
15. ALPHABET INC SHS CL C   2011-03-10 2024-01-22
12. AMAZON COM INC   2011-03-10 2024-01-22
2. BOSTON SCIENTIFIC CORPORATION   2019-10-03 2024-01-22
9. BOSTON SCIENTIFIC CORPORATION   2019-10-09 2024-01-22
1. COSTCO WHSL CORP NEW COM   2013-06-24 2024-01-22
5. CROWDSTRIKE HLDGS INC CL A   2022-12-14 2024-01-22
6. DEXCOM INC   2021-01-05 2024-01-22
1. GARTNER GROUP INC NEW CL A   2023-08-07 2024-01-22
2. HOME DEPOT INC   2017-11-16 2024-01-22
1. INTUITIVE SURGICAL INC   2023-08-10 2024-01-22
1. INTUITIVE SURGICAL INC   2023-10-20 2024-01-22
72. ISHARES CORE S&P 500 ETF   2022-12-02 2024-01-22
97. ISHARES RUSSELL MID-CAP VALUE ETF   2022-12-02 2024-01-22
163. ISHARES RUSSELL MID-CAP GROWTH ETF   2022-12-02 2024-01-22
21. ISHARES RUSSELL 2000 GROWTH INDEX FUND   2023-12-04 2024-01-22
2. MASTERCARD INC   2017-02-01 2024-01-22
1. MICROSOFT CORPORATION   2023-12-14 2024-01-22
1. MICROSOFT CORPORATION   2023-10-30 2024-01-22
1. MICROSOFT CORPORATION   2023-07-26 2024-01-22
1. MICROSOFT CORPORATION   2023-07-10 2024-01-22
1. MICROSOFT CORPORATION   2023-09-25 2024-01-22
1. MICROSOFT CORPORATION   2022-12-14 2024-01-22
3. NIKE INC CL B   2022-12-14 2024-01-22
2. NIKE INC CL B   2022-12-14 2024-01-22
5. NVIDIA CORP COM   2018-11-01 2024-01-22
1. O'REILLY AUTOMOTIVE INC   2024-01-08 2024-01-22
2. PALO ALTO NETWORKS INC COM   2023-11-16 2024-01-22
1. PALO ALTO NETWORKS INC COM   2023-08-22 2024-01-22
.162 S&P GLOBAL INC   2018-10-24 2024-01-22
1.419 S&P GLOBAL INC   2018-10-11 2024-01-22
.419 S&P GLOBAL INC   2018-12-21 2024-01-22
4. SALESFORCE.COM INC COMMON   2012-01-03 2024-01-22
9. SCHWAB CHARLES CORP NEW COM   2013-06-24 2024-01-22
3. SERVICENOW INC   2014-04-28 2024-01-22
2. SNOWFLAKE INC REG SHS CL A   2022-12-14 2024-01-22
9. TRADE (THE) DESK INC SHS CL A   2020-03-17 2024-01-22
1. ULTA BEAUTY INC   2020-04-14 2024-01-22
1. UNITEDHEALTH GROUP INC   2022-11-16 2024-01-22
5. VISA INC CL A SHRS   2011-10-03 2024-01-22
4. WASTE CONNECTIONS INC   2017-06-05 2024-01-22
5. ZOETIS INC   2017-05-26 2024-01-22
1. ASML HLDG NV NY REG SHS   2019-05-22 2024-01-22
5. EVERSOURCE ENERGY COM   2022-12-14 2024-01-30
1. EVERSOURCE ENERGY COM   2015-09-28 2024-01-30
1. KLA-TENCOR CORP COM   2022-12-14 2024-01-30
2. MICROCHIP TECHNOLOGY INC COM   2023-12-08 2024-01-30
2. MICROCHIP TECHNOLOGY INC COM   2022-12-14 2024-01-30
1. NVIDIA CORP COM   2018-11-01 2024-01-30
1. PARKER HANNIFIN CORPORATION   2022-12-14 2024-01-30
1. EATON CORP PLC   2023-05-10 2024-01-30
1. EATON CORP PLC   2022-12-14 2024-01-30
1. TRANE TECHNOLOGIES PLC   2023-08-16 2024-01-30
1. TRANE TECHNOLOGIES PLC   2022-12-14 2024-01-30
8. EVERSOURCE ENERGY COM   2015-09-28 2024-01-31
1. COSTCO WHSL CORP NEW COM   2013-06-24 2024-02-07
1. CROWDSTRIKE HLDGS INC CL A   2022-12-14 2024-02-07
1. S&P GLOBAL INC   2018-12-21 2024-02-07
1. TRADE (THE) DESK INC SHS CL A   2020-03-17 2024-02-07
15. COMCAST CORP NEW CL A COM   2022-12-14 2024-02-13
1. NIKE INC CL B   2022-12-14 2024-02-16
2. TRADE (THE) DESK INC SHS CL A   2020-03-17 2024-02-16
1. NVIDIA CORP COM   2018-11-01 2024-02-23
15. ISHARES CORE S&P 500 ETF   2022-12-02 2024-03-14
75. ISHR MSCI EAFE INDEX FUND   2023-12-04 2024-03-14
33. ISHARES RUSSELL MID-CAP VALUE ETF   2022-12-02 2024-03-14
98. ISHARES RUSSELL MID-CAP GROWTH ETF   2022-12-02 2024-03-14
349.108 LOOMIS SAYLES GROWTH FUND CL Y   2023-03-28 2024-03-14
1999.453 AGGREGATE BOND COMMON TRUST FUND   2017-09-22 2024-03-15
6. NIKE INC CL B   2022-12-14 2024-03-25
2. MICROSOFT CORPORATION   2022-12-14 2024-03-26
1. PARKER HANNIFIN CORPORATION   2022-12-14 2024-03-26
2. EATON CORP PLC   2022-12-14 2024-03-26
7. PHILIP MORRIS INTL INC   2023-01-17 2024-04-09
4. PHILIP MORRIS INTL INC   2012-05-14 2024-04-09
1. PHILIP MORRIS INTL INC   2012-05-15 2024-04-09
9. PHILIP MORRIS INTL INC   2012-05-15 2024-04-10
4. PHILIP MORRIS INTL INC   2020-04-13 2024-04-10
4. NIKE INC CL B   2022-12-14 2024-04-11
3. NIKE INC CL B   2022-12-14 2024-04-15
3. NIKE INC CL B   2022-12-14 2024-04-15
1. NIKE INC CL B   2023-07-06 2024-04-15
2. NIKE INC CL B   2023-08-22 2024-04-15
3. SCHWAB CHARLES CORP NEW COM   2013-06-24 2024-04-19
1. SCHWAB CHARLES CORP NEW COM   2013-06-24 2024-04-22
5. SCHWAB CHARLES CORP NEW COM   2013-06-24 2024-04-23
12. SCHWAB CHARLES CORP NEW COM   2013-06-24 2024-04-24
1. EATON CORP PLC   2022-12-14 2024-04-25
3. EATON CORP PLC   2020-03-03 2024-04-25
3. EATON CORP PLC   2020-03-03 2024-04-26
2. EATON CORP PLC   2020-04-13 2024-04-26
5. SCHWAB CHARLES CORP NEW COM   2013-06-24 2024-04-29
36.808 AQR MANAGED FUTURES STRATEGY FUND CL I   2022-12-14 2024-05-07
141.417 BLACKROCK EVENT DRIVEN EQUITY FUND CL INSTL   2024-03-15 2024-05-07
1018.669 BLACKROCK EVENT DRIVEN EQUITY FUND CL INSTL   2022-12-14 2024-05-07
2882.804 BLACKROCK GLOBAL LONG SHRT CRED FD CL CLASS K   2022-12-14 2024-05-07
70.403 BLACKROCK GLOBAL LONG SHRT CRED FD CL CLASS K   2024-03-15 2024-05-07
182.766 BLACKROCK GLOBAL LONG SHRT CRED FD CL CLASS K   2023-02-28 2024-05-07
77.788 BLACKROCK GLOBAL LONG SHRT CRED FD CL CLASS K   2023-03-30 2024-05-07
26.584 DIAMOND HILL LONG SHORT FD CL I   2024-03-15 2024-05-07
37.611 DIAMOND HILL LONG SHORT FD CL I   2023-02-10 2024-05-07
55.123 DIAMOND HILL LONG SHORT FD CL I   2022-12-14 2024-05-07
19.842 EATON VANCE GLB MACRO ABSLT RTRN ADV FD CL R6   2024-03-15 2024-05-07
592.329 THE MERGER FUND CL I   2022-12-14 2024-05-07
33.496 CATALYST MILLBURN HEDGE STRATEGY FUND CL I   2024-03-15 2024-05-07
55.128 CATALYST MILLBURN HEDGE STRATEGY FUND CL I   2023-04-17 2024-05-07
114.948 NEUBERGER BERMAN LONG SHORT FUND INSTL CL   2024-03-15 2024-05-07
839.264 NEUBERGER BERMAN LONG SHORT FUND INSTL CL   2022-12-14 2024-05-07
89.823 PIMCO DYNAMIC BOND FUND INSTL CLASS   2024-03-15 2024-05-07
2667.576 PIMCO DYNAMIC BOND FUND INSTL CLASS   2022-12-14 2024-05-07
5. UNITED PARCEL SERVICE CL B   2022-12-14 2024-05-21
1. NVIDIA CORP COM   2018-10-24 2024-05-28
1. MICROSOFT CORPORATION   2022-12-14 2024-06-04
1. UNITED PARCEL SERVICE CL B   2022-11-23 2024-06-04
3. UNITED PARCEL SERVICE CL B   2022-12-22 2024-06-04
28. ISHARES CORE S&P 500 ETF   2022-12-02 2024-06-11
128.535 MFS RESEARCH INTERNATIONAL FD CL R6   2023-12-04 2024-06-11
1. CROWDSTRIKE HLDGS INC CL A   2022-12-14 2024-06-12
2. NVIDIA CORP COM   2018-10-24 2024-06-14
3. NVIDIA CORP COM   2018-10-24 2024-06-20
1. KLA-TENCOR CORP COM   2022-12-14 2024-06-27
9. BROADCOM INC   2016-12-28 2024-07-16
3. NIKE INC CL B   2022-12-22 2024-07-16
2. NIKE INC CL B   2022-12-23 2024-07-16
4. NIKE INC CL B   2023-06-07 2024-07-16
5. NIKE INC CL B   2022-10-25 2024-07-16
1. ZOETIS INC   2017-05-26 2024-07-17
1. ASML HLDG NV NY REG SHS   2019-05-22 2024-07-18
1. BOSTON SCIENTIFIC CORPORATION   2019-10-09 2024-07-23
1. SALESFORCE.COM INC COMMON   2012-01-03 2024-07-25
1. SERVICENOW INC   2014-04-28 2024-07-25
1. S&P GLOBAL INC   2017-04-05 2024-07-30
1. SALESFORCE.COM INC COMMON   2012-01-03 2024-08-02
1. VISA INC CL A SHRS   2011-10-03 2024-08-02
1. ULTA BEAUTY INC   2018-02-23 2024-08-19
1. VISA INC CL A SHRS   2011-10-03 2024-08-20
4. BECTON DICKINSON & COMPANY   2022-12-14 2024-08-27
3. UNITED PARCEL SERVICE CL B   2024-01-30 2024-08-27
2. UNITED PARCEL SERVICE CL B   2024-01-31 2024-08-27
3. UNITED PARCEL SERVICE CL B   2019-03-26 2024-08-27
6. UNITED PARCEL SERVICE CL B   2019-03-25 2024-08-27
2. UNITED PARCEL SERVICE CL B   2020-04-13 2024-08-27
2. SALESFORCE.COM INC COMMON   2012-01-03 2024-08-29
1. ULTA BEAUTY INC   2018-03-26 2024-08-30
2. ULTA BEAUTY INC   2018-02-16 2024-08-30
1. HOME DEPOT INC   2017-11-16 2024-09-23
2. CME GROUP INC   2024-04-25 2024-09-24
4. J P MORGAN CHASE & CO COM   2023-07-18 2024-09-24
8. MICROCHIP TECHNOLOGY INC COM   2022-12-14 2024-09-24
5. MICROCHIP TECHNOLOGY INC COM   2022-11-23 2024-09-24
1. VISA INC CL A SHRS   2024-04-25 2024-09-24
1. VISA INC CL A SHRS   2023-05-09 2024-09-24
4. MICROCHIP TECHNOLOGY INC COM   2022-08-07 2024-09-25
12. MICROCHIP TECHNOLOGY INC COM   2022-08-30 2024-09-25
1. SALESFORCE.COM INC COMMON   2012-01-03 2024-09-25
1. SALESFORCE.COM INC COMMON   2012-01-03 2024-09-25
1. SNOWFLAKE INC REG SHS CL A   2022-12-14 2024-10-01
2. SALESFORCE.COM INC COMMON   2012-01-03 2024-10-03
2. SNOWFLAKE INC REG SHS CL A   2022-12-14 2024-10-03
3. SNOWFLAKE INC REG SHS CL A   2022-12-14 2024-10-03
2. BECTON DICKINSON & COMPANY   2021-04-27 2024-10-08
1. HOME DEPOT INC   2017-11-16 2024-10-08
2. INTERNATIONAL BUSINESS MACHS   2023-12-08 2024-10-08
1. INTERNATIONAL BUSINESS MACHS   2022-12-14 2024-10-08
6. MEDTRONIC PLC SHS   2022-12-22 2024-10-08
1. HOME DEPOT INC   2017-11-16 2024-10-15
1. SALESFORCE.COM INC COMMON   2012-01-03 2024-10-17
5. BROADCOM INC   2016-12-28 2024-10-22
3. VISA INC CL A SHRS   2023-05-09 2024-10-22
3. SALESFORCE.COM INC COMMON   2012-01-03 2024-10-25
2. ELEVANCE HEALTH INC   2022-12-22 2024-11-05
3. MERCK AND CO INC SHS   2024-01-16 2024-11-05
3. MERCK AND CO INC SHS   2022-12-14 2024-11-05
1. MERCK AND CO INC SHS   2023-10-24 2024-11-05
1. NVIDIA CORP COM   2018-10-24 2024-11-08
1. HOME DEPOT INC   2017-11-16 2024-11-18
2. CDW CORP   2024-06-28 2024-11-20
4. CDW CORP   2024-06-27 2024-11-20
2. ELEVANCE HEALTH INC   2023-11-21 2024-12-05
2. ELEVANCE HEALTH INC   2022-03-02 2024-12-05
1. ELEVANCE HEALTH INC   2022-03-01 2024-12-05
2. MERCK AND CO INC SHS   2023-10-24 2024-12-05
5. MERCK AND CO INC SHS   2011-01-21 2024-12-05
3. HOME DEPOT INC   2017-11-16 2024-12-09
1. CUMMINS ENGINE INC   2022-12-22 2024-12-18
2. UNION PAC CORP COM   2023-12-08 2024-12-18
4. UNION PAC CORP COM   2022-12-14 2024-12-18
8. BROADCOM INC   2016-12-28 2024-12-24
1. EOG RESOURCES INC   2022-12-14 2024-12-24
10. LAM RESH CORP   2023-01-17 2024-12-24
8. LAM RESH CORP   2019-01-09 2024-12-24
1. BOSTON SCIENTIFIC CORPORATION   2020-03-02 2024-12-26
2. LAM RESH CORP   2019-01-09 2024-12-26
1. UNITEDHEALTH GROUP INC   2022-11-16 2024-12-26
1. ZOETIS INC   2017-05-26 2024-12-26
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 150   233 -83
b 150   218 -68
c 350   508 -158
d 197   290 -93
e 493   498 -5
247   231 16
1,215   148 1,067
2,227   217 2,010
1,852   100 1,752
121   79 42
546   348 198
691   110 581
1,489   606 883
775   551 224
468   342 126
713   333 380
377   305 72
377   267 110
34,974   29,301 5,673
11,116   10,806 310
17,112   14,602 2,510
5,181   4,893 288
879   211 668
397   368 29
397   336 61
397   336 61
397   331 66
397   317 80
397   260 137
301   338 -37
201   225 -24
2,996   270 2,726
1,033   922 111
691   487 204
346   235 111
72   29 43
630   256 374
186   71 115
1,128   102 1,026
571   185 386
2,265   144 2,121
399   308 91
623   159 464
477   206 271
512   549 -37
1,356   106 1,250
609   259 350
955   314 641
768   192 576
274   436 -162
55   49 6
595   412 183
172   172  
172   156 16
632   54 578
478   303 175
251   170 81
251   164 87
258   204 54
258   176 82
441   393 48
718   110 608
319   121 198
455   169 286
70   18 52
624   539 85
104   113 -9
180   35 145
801   54 747
7,763   6,104 1,659
5,925   5,439 486
3,991   3,676 315
10,971   8,779 2,192
9,000   6,605 2,395
30,000   32,564 -2,564
562   676 -114
846   521 325
550   303 247
626   328 298
637   708 -71
364   342 22
91   85 6
804   768 36
357   298 59
368   450 -82
280   338 -58
279   338 -59
93   104 -11
186   203 -17
221   62 159
74   21 53
375   103 272
902   247 655
317   164 153
951   285 666
962   285 677
641   157 484
374   103 271
332   352 -20
1,428   1,414 14
10,289   10,115 174
26,262   26,320 -58
641   639 2
1,665   1,575 90
709   664 45
782   764 18
1,107   954 153
1,622   1,393 229
210   205 5
10,064   10,342 -278
1,320   1,293 27
2,173   1,929 244
2,052   2,031 21
14,981   14,184 797
882   880 2
26,196   25,902 294
728   932 -204
1,129   53 1,076
414   260 154
136   183 -47
407   522 -115
14,978   11,395 3,583
3,000   2,753 247
387   121 266
264   11 253
410   16 394
815   412 403
1,508   162 1,346
218   349 -131
145   232 -87
290   429 -139
363   452 -89
182   63 119
915   192 723
79   39 40
259   26 233
835   48 787
486   130 356
243   26 217
265   21 244
385   206 179
267   21 246
948   1,018 -70
383   437 -54
256   289 -33
383   325 58
767   641 126
256   200 56
518   51 467
352   205 147
703   409 294
392   167 225
432   427 5
848   617 231
621   625 -4
388   384 4
277   276 1
277   234 43
306   273 33
918   775 143
271   26 245
274   26 248
111   154 -43
557   51 506
219   308 -89
331   462 -131
473   505 -32
415   167 248
457   322 135
228   152 76
527   458 69
416   167 249
290   26 264
896   90 806
855   701 154
870   77 793
835   1,018 -183
304   355 -51
304   335 -31
101   103 -2
149   5 144
412   167 245
348   449 -101
697   895 -198
789   940 -151
789   929 -140
395   450 -55
205   207 -2
514   161 353
1,288   500 788
362   239 123
459   461 -2
918   883 35
1,898   144 1,754
120   125 -5
736   471 265
589   114 475
91   37 54
146   29 117
509   549 -40
165   63 102
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
      11,349
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       -83
b       -68
c       -158
d       -93
e       -5
      16
      1,067
      2,010
      1,752
      42
      198
      581
      883
      224
      126
      380
      72
      110
      5,673
      310
      2,510
      288
      668
      29
      61
      61
      66
      80
      137
      -37
      -24
      2,726
      111
      204
      111
      43
      374
      115
      1,026
      386
      2,121
      91
      464
      271
      -37
      1,250
      350
      641
      576
      -162
      6
      183
       
      16
      578
      175
      81
      87
      54
      82
      48
      608
      198
      286
      52
      85
      -9
      145
      747
      1,659
      486
      315
      2,192
      2,395
      -2,564
      -114
      325
      247
      298
      -71
      22
      6
      36
      59
      -82
      -58
      -59
      -11
      -17
      159
      53
      272
      655
      153
      666
      677
      484
      271
      -20
      14
      174
      -58
      2
      90
      45
      18
      153
      229
      5
      -278
      27
      244
      21
      797
      2
      294
      -204
      1,076
      154
      -47
      -115
      3,583
      247
      266
      253
      394
      403
      1,346
      -131
      -87
      -139
      -89
      119
      723
      40
      233
      787
      356
      217
      244
      179
      246
      -70
      -54
      -33
      58
      126
      56
      467
      147
      294
      225
      5
      231
      -4
      4
      1
      43
      33
      143
      245
      248
      -43
      506
      -89
      -131
      -32
      248
      135
      76
      69
      249
      264
      806
      154
      793
      -183
      -51
      -31
      -2
      144
      245
      -101
      -198
      -151
      -140
      -55
      -2
      353
      788
      123
      -2
      35
      1,754
      -5
      265
      475
      54
      117
      -40
      102
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 65,689
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 1,832
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 1,832
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 1,832
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 992
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.............. 7 992
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 9 840
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 arrowWA
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 arrowNONE
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 N A CO-TRUSTEE
1 		24,481    
PO BOX 653067
DALLAS,TX752653067
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,930,081
b
Average of monthly cash balances.......................
1b
113,268
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,043,349
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
4,043,349
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
60,650
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,982,699
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
199,135
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
199,135
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,832
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,832
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
197,303
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
197,303
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
197,303
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
165,795
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
165,795
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 7 197,303
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 33,760
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$ 165,795
a Applied to 2023, but not more than line 2a 33,760
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..... 132,035
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 .......... 		65,268
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

JEWISH FEDERATION OF NORTH AMERICA INC

25 BROADWAY 1700
NEW YORK,NY10004 		N/A PC UNRESTRICTED GENERAL 33,674

HADASSAH THE WOMEN'S ZIONIST ORGANZATION

40 WALL STREET
NEW YORK,NY10005 		N/A PC UNRESTRICTED GENERAL 16,578

JEWISH NATIONAL FUND

78 RANDALL AVENUE
ROCKVILLE CENTRE,NY11570 		N/A PC UNRESTRICTED GENERAL 6,217

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 W 36TH STREET
NEW YORK,NY10018 		N/A PC UNRESTRICTED GENERAL 9,325

ANTI DEFAMATION LEAGUE FOUNDATION

605 THIRD AVENUE
NEW YORK,NY10158 		N/A PC UNRESTRICTED GENERAL 7,771

UNITED CHARITY INSTITUTIONS OF JERUSALEM
aka ETZ CHAIM TORAH CENTER
1778 45TH STREET
BROOKLYN,NY11204 		N/A PC UNRESTRICTED GENERAL 9,325

DISKIN ORPHAN HOME OF ISRAEL INC

1533 44TH STREET
BROOKLYN,NY11219 		N/A PC UNRESTRICTED GENERAL 9,325

AMERICAN CMTE OF SHAARE ZEDEK HOSPITAL

55 W 39TH STREET 4TH FL
NEW YORK,NY10018 		N/A PC UNRESTRICTED GENERAL 7,771

YESHIVA BETH ABRAHAM OF JERUSALEM INC

73 W 47TH STREET
NEW YORK,NY10036 		N/A PC UNRESTRICTED GENERAL 3,108

HEBREW UNIVERSITY OF JERUSALEM

1 BATTERY PARK PLAZA FL 25
NEW YORK,NY10004 		N/A PC SCHOLARSHIP FUND OF HEBREW 22,795

JEWISH WOMEN INTERNATIONAL

1129 20TH STREET NW
WASHINGTON,DC20036 		N/A PC UNRESTRICTED GENERAL 6,217

FRIENDS OF YAD LAKASHISHLIFELINE

PO BOX 494
ENGLEWOOD,NJ07631 		N/A PC UNRESTRICTED GENERAL 1,554

TEMPLE BETH SHALOM

37 W 39TH AVENUE
SPOKANE,WA99203 		N/A PC MOUNT NEBO CEMETERY; 3,108

CAMP SOLOMON SCHECHTER INC

117 E LOUISA STREET 110
SEATTLE,WA98102 		N/A PC UNRESTRICTED GENERAL 9,325

GENERAL ISRAEL ORPHANS HOME FOR GIRLS

111 JOHN STREET
NEW YORK,NY10038 		N/A PC UNRESTRICTED GENERAL 9,325
Total .................................right arrow 3a 155,418
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 84,737  
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 65,689  
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) ..   150,426  
13Total. Add line 12, columns (b), (d), and (e)..................
13
150,426
(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 MORRIS & BETTY RASHKOV CHARITABLE
EIN:
91-6479989
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE - BOA 1,400 840   560

TY 2024 GeneralExplanationAttachment
Name:
WILLIAM MORRIS & BETTY RASHKOV CHARITABLE
EIN:
91-6479989
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:
WILLIAM MORRIS & BETTY RASHKOV CHARITABLE
EIN:
91-6479989
Name of Stock End of Year Book Value End of Year Fair Market Value
SEE ATTACHED 3,185,047 4,032,633

TY 2024 OtherDecreasesSchedule
Name:
WILLIAM MORRIS & BETTY RASHKOV CHARITABLE
EIN:
91-6479989
Description Amount
MUTUAL FUND ADJUSTMENT 23
ROC ADJUSTMENT 81
CTF ADJUSTMENT 24


TY 2024 OtherExpensesSchedule
Name:
WILLIAM MORRIS & BETTY RASHKOV CHARITABLE
EIN:
91-6479989
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI 22 22   0
OTHER ALLOCABLE EXPENSE-INCOME 22 22   0
STATE FILING FEE 25 0   25


TY 2024 OtherProfessionalFeesSchedule
Name:
WILLIAM MORRIS & BETTY RASHKOV CHARITABLE
EIN:
91-6479989
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 1,050 1,050    


TY 2024 TaxesSchedule
Name:
WILLIAM MORRIS & BETTY RASHKOV CHARITABLE
EIN:
91-6479989
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 6 6   0
EXCISE TAX ESTIMATES 450 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,333 1,333   0
FOREIGN TAXES ON NONQUALIFIED 619 619   0