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
ELMORE FAMILY FOUNDATION CO-TA(25
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 919798
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328919798
A Employer identification number

65-6343553
B Telephone number (see instructions)

(407) 237-1772
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,655,192
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... 79,246 78,901  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -2,315
b Gross sales price for all assets on line 6a 247,777
7 Capital gain net income (from Part IV, line 2)... 0
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........ 76,931 78,901  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 18,230 9,115   9,115
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 0 0 1,250
c Other professional fees (attach schedule).... 1,198 1,198   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 2,368 1,820   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)....... 53 53    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,099 12,186 0 10,365
25 Contributions, gifts, grants paid....... 101,000 101,000
26 Total expenses and disbursements. Add lines 24 and 25 124,099 12,186 0 111,365
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -47,168
b Net investment income (if negative, enter -0-) 66,715
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......... 37,431 29,743 29,743
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)....... 661,930 Click to see attachment
List of Attached Documents:
// Content
620,392
1,701,155
c Investments—corporate bonds (attach schedule)....... 129,621 Click to see attachment
List of Attached Documents:
// Content
168,571
140,746
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).......... 730,567 Click to see attachment
List of Attached Documents:
// Content
693,734
783,245
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)     Click to see attachment
List of Attached Documents:
// Content
303
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,559,549 1,512,440 2,655,192
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,559,549 1,512,440
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,559,549 1,512,440
30 Total liabilities and net assets/fund balances (see instructions). 1,559,549 1,512,440
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,559,549
2
Enter amount from Part I, line 27a .....................
2
-47,168
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,706
4
Add lines 1, 2, and 3 ..........................
4
1,514,087
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,647
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,512,440
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 9. AMGEN INCORPORATED     2024-01-11
b 47. BRITISH AMERN TOB PLC SPONSORED ADR     2024-01-11
c 13. CROWN CASTLE INC REIT     2024-01-11
d 1.16 GNMA PL #482951 6.500% 2/15/29   2003-01-01 2024-01-15
e 21. CROWN CASTLE INC REIT     2024-01-19
11. MEDTRONIC PLC   2023-09-01 2024-01-19
33. MEDTRONIC PLC     2024-01-19
1.16 GNMA PL #482951 6.500% 2/15/29   2003-01-01 2024-02-15
15. ABBVIE INC   2023-12-18 2024-03-11
7. ABBVIE INC   2019-07-03 2024-03-11
45. MEDTRONIC PLC   2022-12-06 2024-03-11
1.17 GNMA PL #482951 6.500% 2/15/29   2003-01-01 2024-03-15
10. ABBVIE INC     2024-03-27
13. FINA S A SPONSORED   2022-02-10 2024-03-27
37. UNILEVER PLC-SPONSORED ADR   2022-04-26 2024-03-27
.75 GE VERNOVA LLC   2003-09-24 2024-04-11
1.18 GNMA PL #482951 6.500% 2/15/29   2003-01-01 2024-04-15
14. PAYCHEX INC   2023-07-13 2024-04-19
29. FINA S A SPONSORED     2024-04-19
90. UNILEVER PLC-SPONSORED ADR     2024-04-19
50. WILLIAMS COS INC   2022-01-19 2024-04-19
17. CROWN CASTLE INC REIT     2024-04-29
9. KIMBERLY CLARK CORPORATION   2020-11-17 2024-04-29
23. PAYCHEX INC     2024-04-29
18. FINA S A SPONSORED   2022-01-19 2024-04-29
29. WILLIAMS COS INC     2024-04-29
19. CROWN CASTLE INC REIT     2024-05-08
16. KIMBERLY CLARK CORPORATION     2024-05-08
1.18 GNMA PL #482951 6.500% 2/15/29   2003-01-01 2024-05-15
73. AT&T INC     2024-06-10
10. AMGEN INCORPORATED     2024-06-10
33. DOMINION RESOURCES INC/VA     2024-06-10
19. KIMBERLY CLARK CORPORATION   2022-04-26 2024-06-10
20. SOUTHERN COMPANY     2024-06-10
1.19 GNMA PL #482951 6.500% 2/15/29   2003-01-01 2024-06-15
1.2 GNMA PL #482951 6.500% 2/15/29   2003-01-01 2024-07-15
49. DOMINION RESOURCES INC/VA     2024-07-24
14. KIMBERLY CLARK CORPORATION     2024-07-24
6. PHILIP MORRIS INTERNATIONAL   2022-08-17 2024-07-24
31. WILLIAMS COS INC   2021-11-11 2024-07-24
15. AMERICAN ELECTRIC POWER   2023-05-08 2024-08-14
83. CONAGRA INC     2024-08-14
16. KIMBERLY CLARK CORPORATION     2024-08-14
27. PHILIP MORRIS INTERNATIONAL     2024-08-14
46. WILLIAMS COS INC     2024-08-14
1.21 GNMA PL #482951 6.500% 2/15/29   2003-01-01 2024-08-15
68. CONAGRA INC   2021-12-17 2024-08-21
10. DUKE ENERGY CORP   2021-04-21 2024-08-21
20. SOUTHERN COMPANY     2024-08-21
8. AMGEN INCORPORATED     2024-08-26
3. AMGEN INCORPORATED   2023-05-08 2024-08-26
46. CONAGRA INC   2024-06-10 2024-08-26
39. CONAGRA INC   2021-12-17 2024-08-26
30. DUKE ENERGY CORP     2024-08-26
16. PHILIP MORRIS INTERNATIONAL   2014-07-30 2024-08-26
29. SOUTHERN COMPANY     2024-08-26
4593.325 WESTERN ASSET MTG TTL RTRN-IS     2024-08-30
101. CONAGRA INC     2024-09-12
30. DOMINION RESOURCES INC/VA     2024-09-12
17. DUKE ENERGY CORP     2024-09-12
20. KIMBERLY CLARK CORPORATION     2024-09-12
125. AMCOR PLC   2022-08-17 2024-09-12
1.21 GNMA PL #482951 6.500% 2/15/29   2003-01-01 2024-09-15
29. DOMINION RESOURCES INC/VA     2024-09-25
52. WILLIAMS COS INC   2021-06-07 2024-09-25
54. BRITISH AMERN TOB PLC SPONSORED ADR     2024-10-02
22. CDN IMPERIAL BK OF COMMERCE   2023-02-24 2024-10-02
20. PHILIP MORRIS INTERNATIONAL     2024-10-02
85. AT&T INC     2024-10-11
42. BCE INC COM     2024-10-11
70. BRITISH AMERN TOB PLC SPONSORED ADR     2024-10-11
36. CDN IMPERIAL BK OF COMMERCE     2024-10-11
41. DOMINION RESOURCES INC/VA     2024-10-11
52. SOUTH BOW CORP     2024-10-11
1.22 GNMA PL #482951 6.500% 2/15/29   2003-01-01 2024-10-15
44. WILLIAMS COS INC     2024-10-24
72. AT&T INC     2024-10-28
5. ABBVIE INC   2016-02-03 2024-10-28
12. ALEXANDRIA REAL ESTATE EQ REIT   2024-09-25 2024-10-28
14. AMERICAN ELECTRIC POWER     2024-10-28
3. AMGEN INCORPORATED     2024-10-28
35. BCE INC COM   2022-11-08 2024-10-28
11. BANK OF MONTREAL QUEBEC   2024-10-24 2024-10-28
50. BRISTOL MYERS SQUIBB COMPANY   2024-03-11 2024-10-28
8. BRITISH AMERN TOB PLC SPONSORED ADR   2019-01-29 2024-10-28
12. CDN IMPERIAL BK OF COMMERCE     2024-10-28
13. CHEVRON TEXACO CORP COMMON     2024-10-28
11. COCA COLA COMPANY   2023-03-07 2024-10-28
7. DIAGEO PLC SPONSORED ADR   2024-08-26 2024-10-28
7. DOMINION RESOURCES INC/VA   2023-06-16 2024-10-28
13. DUKE ENERGY CORP   2022-11-22 2024-10-28
33. ENBRIDGE INC   2022-03-11 2024-10-28
10. ENTERGY CORP COMMON   2023-02-24 2024-10-28
19. GILEAD SCIENCES INC COM   2024-01-11 2024-10-28
6. GILEAD SCIENCES INC COM   2023-09-11 2024-10-28
91. HUNTINGTON BANCSHARES INC COMMON   2018-11-16 2024-10-28
8. JOHNSON & JOHNSON   2024-08-26 2024-10-28
35. KENVUE INC   2024-01-11 2024-10-28
12. MORGAN STANLEY DEAN WITTER DIS CO   2024-10-02 2024-10-28
22. NATIONAL GRID PLC SPONS ADR   2014-06-30 2024-10-28
6. PNC BANK CORP COM   2022-04-08 2024-10-28
24. PPL CORPORATION     2024-10-28
6. PAYCHEX INC   2024-09-12 2024-10-28
9. PEPSICO INCORPORATED     2024-10-28
41. PFIZER INCORPORATED     2024-10-28
15. PHILIP MORRIS INTERNATIONAL     2024-10-28
13. PROLOGIS INC REIT     2024-10-28
25. REALTY INCOME CORP COMMON   2021-08-31 2024-10-28
34. SANOFI-AVENTIS SPONSORED ADR     2024-10-28
14. SOUTHERN COMPANY     2024-10-28
15. TC ENERGY CORP   2019-09-03 2024-10-28
25. FINA S A SPONSORED     2024-10-28
47. US BANCORP     2024-10-28
3. UNITED PARCEL SERVICE -CL B   2023-02-14 2024-10-28
47. VERIZON COMMUNICATIONS INC     2024-10-28
9. WEC ENERGY GROUP INC   2024-08-14 2024-10-28
22. WILLIAMS COS INC   2021-05-12 2024-10-28
27. XCEL ENERGY INC   2023-11-21 2024-10-28
79. AMCOR PLC     2024-10-28
13. LYONDELLBASELL INDUSTRIES NV   2023-04-13 2024-10-28
70. BCE INC COM     2024-11-14
51. BRITISH AMERN TOB PLC SPONSORED ADR     2024-11-14
36. DOMINION RESOURCES INC/VA     2024-11-14
11. ENTERGY CORP COMMON   2023-02-24 2024-11-14
12. GILEAD SCIENCES INC COM   2024-08-26 2024-11-14
6. GILEAD SCIENCES INC COM   2023-09-11 2024-11-14
33. WILLIAMS COS INC   2021-05-12 2024-11-14
1.23 GNMA PL #482951 6.500% 2/15/29   2003-01-01 2024-11-15
74. BCE INC COM     2024-11-21
14. ENTERGY CORP COMMON   2023-02-24 2024-11-21
112. HUNTINGTON BANCSHARES INC COMMON     2024-11-21
16. MORGAN STANLEY DEAN WITTER DIS CO     2024-11-21
80. BCE INC COM   2015-09-24 2024-12-03
19. CDN IMPERIAL BK OF COMMERCE   2019-09-16 2024-12-03
15. MORGAN STANLEY DEAN WITTER DIS CO   2024-07-24 2024-12-03
8. PNC BANK CORP COM   2022-04-08 2024-12-03
1.23 GNMA PL #482951 6.500% 2/15/29   2003-01-01 2024-12-15
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(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 2,713   2,134 579
b 1,418   1,694 -276
c 1,459   1,968 -509
d 1   59 -58
e 2,248   3,106 -858
945   898 47
2,836   2,647 189
1   60 -59
2,678   2,308 370
1,250   519 731
3,839   3,487 352
1   60 -59
1,800   690 1,110
886   778 108
1,837   1,707 130
104   121 -17
1   61 -60
1,663   1,678 -15
2,068   1,725 343
4,238   4,044 194
1,898   1,433 465
1,614   2,380 -766
1,219   1,298 -79
2,765   2,722 43
1,337   1,053 284
1,133   825 308
1,824   2,467 -643
2,178   2,296 -118
1   61 -60
1,305   1,533 -228
3,029   2,817 212
1,697   2,754 -1,057
2,586   2,666 -80
1,579   1,261 318
1   61 -60
1   62 -61
2,549   3,808 -1,259
1,952   1,922 30
665   609 56
1,327   861 466
1,467   1,380 87
2,567   2,921 -354
2,231   2,147 84
3,181   2,461 720
1,992   1,248 744
1   63 -62
2,086   2,354 -268
1,125   1,010 115
1,747   1,181 566
2,627   2,121 506
985   702 283
1,413   1,351 62
1,198   1,350 -152
3,376   3,007 369
1,920   1,342 578
2,502   1,635 867
38,768   50,000 -11,232
3,202   2,947 255
1,710   2,137 -427
1,976   1,668 308
2,840   2,606 234
1,354   1,625 -271
1   63 -62
1,659   2,014 -355
2,373   1,375 998
1,941   1,881 60
1,339   1,003 336
2,389   1,668 721
1,812   1,754 58
1,382   1,969 -587
2,451   2,389 62
2,177   1,605 572
2,295   2,803 -508
1,214   1,054 160
1   63 -62
2,312   1,113 1,199
1,587   1,428 159
949   284 665
1,360   1,503 -143
1,383   1,286 97
959   667 292
1,152   1,612 -460
1,025   1,031 -6
2,637   2,721 -84
279   267 12
759   508 251
1,947   2,148 -201
738   659 79
937   948 -11
420   376 44
1,525   1,266 259
1,348   1,467 -119
1,357   1,071 286
1,689   1,607 82
533   461 72
1,420   1,352 68
1,294   1,313 -19
793   763 30
1,428   1,249 179
1,451   1,782 -331
1,126   1,101 25
783   769 14
840   800 40
1,537   1,586 -49
1,185   2,032 -847
1,944   1,223 721
1,528   1,688 -160
1,538   1,714 -176
1,849   1,780 69
1,286   708 578
702   702  
1,607   1,456 151
2,269   2,674 -405
411   556 -145
1,952   2,603 -651
877   804 73
1,148   523 625
1,742   1,618 124
875   922 -47
1,137   1,240 -103
1,908   3,205 -1,297
1,810   1,667 143
2,039   1,793 246
1,625   1,178 447
1,104   922 182
552   461 91
1,842   785 1,057
1   64 -63
1,969   3,230 -1,261
2,132   1,500 632
1,986   1,627 359
2,157   1,656 501
2,181   3,238 -1,057
1,208   785 423
1,965   1,538 427
1,677   1,468 209
1   64 -63
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
      54
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       579
b       -276
c       -509
d       -58
e       -858
      47
      189
      -59
      370
      731
      352
      -59
      1,110
      108
      130
      -17
      -60
      -15
      343
      194
      465
      -766
      -79
      43
      284
      308
      -643
      -118
      -60
      -228
      212
      -1,057
      -80
      318
      -60
      -61
      -1,259
      30
      56
      466
      87
      -354
      84
      720
      744
      -62
      -268
      115
      566
      506
      283
      62
      -152
      369
      578
      867
      -11,232
      255
      -427
      308
      234
      -271
      -62
      -355
      998
      60
      336
      721
      58
      -587
      62
      572
      -508
      160
      -62
      1,199
      159
      665
      -143
      97
      292
      -460
      -6
      -84
      12
      251
      -201
      79
      -11
      44
      259
      -119
      286
      82
      72
      68
      -19
      30
      179
      -331
      25
      14
      40
      -49
      -847
      721
      -160
      -176
      69
      578
       
      151
      -405
      -145
      -651
      73
      625
      124
      -47
      -103
      -1,297
      143
      246
      447
      182
      91
      1,057
      -63
      -1,261
      632
      359
      501
      -1,057
      423
      427
      209
      -63
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 -2,315
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) 1 927
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........................... 3 927
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- ..... 5 927
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 880
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.............. 7 880
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 47
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 arrowFL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowTRUIST BANK Telephone no.right arrow (407) 237-1772

Located atright arrowPO BOX 919798ORLANDOFL ZIP+4right arrow32891
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
TRUIST BANK CO-TRUSTEE
1
18,230    
PO BOX 919798
ORLANDO,FL32891
GEORGE T ELMORE CO-TRUSTEE
1
0    
1320 NORTH OCEAN BLVD
GULF STREAM,FL33483
DEBRA A ELMORE CO-TRUSTEE
1
0    
1320 NORTH OCEAN BLVD
GULF STREAM,FL33483
CRAIG K ELMORE CO-TRUSTEE
1
0    
1320 NORTH OCEAN BLVD
GULF STREAM,FL33483
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
2,552,344
b
Average of monthly cash balances.......................
1b
43,713
c
Fair market value of all other assets (see instructions)................
1c
401
d
Total (add lines 1a, b, and c).........................
1d
2,596,458
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
2,596,458
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
38,947
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,557,511
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
127,876
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
127,876
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
927
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
927
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
126,949
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
126,949
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
126,949
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
111,365
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
111,365
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 7 126,949
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 375
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$ 111,365
a Applied to 2023, but not more than line 2a 375
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..... 110,990
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 ..........
15,959
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

COMMUNITY FDN OF PALM BEACH COUNTY

700 S DIXIE HWY 200
WEST PALM BEACH,FL33401
NONE PC GENERAL OPERATING 10,000

FLORIDA ATLANTIC UNIVERSITY FOUNDATION

901 NW 35TH STREET
BOCA RATON,FL33431
NONE PC GENERAL OPERATING 10,000

MALTZ JUPITER THEATRE

1001 E INDIANTOWN RD
JUPITER,FL33477
NONE PC GENERAL OPERATING 14,000

PALM BEACH STATE COLLEGE FOUNDATION

4200 CONGRESS AVENUE
LAKE WORTH,FL33461
NONE PC GENERAL OPERATING 15,000

PALM BEACH COUNTY FOOD BANK

525 GATOR DR
LANTANA,FL33462
NONE PC GENERAL OPERATING 10,000

211 PALM BEACHTREASURE COAST

PO BOX 3588
LANTANA,FL33465
NONE PC GENERAL OPERATING 12,000

UNITED WAY OF PALM BEACH COUNTY

477 S ROSEMARY AVE 230
WEST PALM BEACH,FL33401
NONE PC GENERAL OPERATING 10,000

UNITED WAY OF HAYWOOD COUNTY NC

P O BOX 1139
WAYNESVILLE,NC28786
NONE PC GENERAL OPERATING 5,000

PHILANTHROPY TANK INC

120 SOUTH OLIVE AVE NO 300
WEST PALM BEACH,FL33401
NONE PC GENERAL OPERATING 7,500

CENTER FOR THE ARTS AT MIZNER PARK INC

225 NE MIZNER BLVD STE 500
BOCA RATON,FL33432
NONE PC GENERAL OPERATING 7,500
Total .................................right arrow 3a 101,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 79,246  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 -2,315  
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) ..   76,931  
13Total. Add line 12, columns (b), (d), and (e)..................
13
76,931
(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:
ELMORE FAMILY FOUNDATION CO-TA(25
EIN:
65-6343553
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,250     1,250

TY 2024 InvestmentsCorpBondsSchedule
Name:
ELMORE FAMILY FOUNDATION CO-TA(25
EIN:
65-6343553
Name of Bond End of Year Book Value End of Year Fair Market Value
258620566 DOUBLELINE TOTAL RET 143,950 120,267
464288281 ISHARES JP MORGAN EM 24,621 20,479

TY 2024 InvestmentsCorpStockSchedule
Name:
ELMORE FAMILY FOUNDATION CO-TA(25
EIN:
65-6343553
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K305 ALPHABET INC CL A 2,709 48,082
14040H105 CAPITAL ONE FINANCIA 5,514 24,965
219350105 CORNING INC 5,765 18,580
254687106 DISNEY WALT CO NEW 3,238 16,257
617446448 MORGAN STANLEY 8,515 23,887
05534B760 BCE INC    
343412102 FLUOR CORP 3,148 3,304
34354P105 FLOWSERVE CORP 3,247 6,212
742718109 PROCTER & GAMBLE CO 5,563 15,424
92343V104 VERIZON COMMUNICATIO 26,969 24,514
446150104 HUNTINGTON BANCSHARE 7,456 9,079
02079K107 ALPHABET INC CL C 2,707 48,372
00287Y109 ABBVIE INC 8,070 31,453
494368103 KIMBERLY CLARK CORP    
69351T106 PPL CORPORATION 5,567 5,940
25746U109 DOMINION ENERGY INC    
136069101 CDN IMPERIAL BK OF C 2,470 3,983
747525103 QUALCOMM INC 4,060 13,058
92826C839 VISA INC CL A 4,442 71,741
191216100 COCA COLA CO 8,024 8,343
166764100 CHEVRON CORP 23,992 30,706
20030N101 COMCAST CORP-CL A 7,811 14,674
278865100 ECOLAB INC 7,256 22,729
416515104 HARTFORD FINL SVCS G 4,030 19,911
594918104 MICROSOFT CORP 8,195 123,500
68389X105 ORACLE CORPORATION 4,886 34,661
110448107 BRITISH AMERN TOB PL    
46625H100 JP MORGAN CHASE & CO 6,539 46,024
713448108 PEPSICO INC 13,978 20,072
806857108 SCHLUMBERGER LTD 9,003 5,674
N53745100 LYONDELLBASELL INDUS 17,694 16,711
38141G104 GOLDMAN SACHS GROUP 5,220 24,623
931142103 WALMART INC 6,920 26,292
949746101 WELLS FARGO & CO 4,963 13,627
842587107 SOUTHERN COMPANY 3,399 6,421
00206R102 AT&T INC 6,555 7,878
718172109 PHILIP MORRIS INTL I 7,332 11,313
636274409 NATIONAL GRID PLC SP 14,402 11,646
674599105 OCCIDENTAL PETE CORP 5,608 4,348
693475105 PNC FINL SVCS GROUP 15,765 31,627
717081103 PFIZER INC 15,947 15,308
G491BT108 INVESCO LTD 2,027 2,185
58933Y105 MERCK & CO INC 9,413 25,268
521865204 LEAR CORP 13,997 18,467
H84989104 TE CONNECTIVITY LIMI    
34964C106 FORTUNE BRANDS INNOV 3,225 6,628
907818108 UNION PAC CORP 2,071 16,875
126650100 CVS HEALTH CORP 3,780 5,836
291011104 EMERSON ELEC CO 2,846 9,914
437076102 HOME DEPOT INC 4,702 55,237
458140100 INTEL CORP 6,056 5,875
911312106 UNITED PARCEL SERVIC 12,167 12,358
375558103 GILEAD SCIENCES INC 11,015 15,333
904767704 UNILEVER PLC SPONSOR    
929740108 WABTEC CORP 77 190
29250N105 ENBRIDGE INC 13,061 14,808
87807B107 TC ENERGY CORP 9,929 11,400
92556V106 VIATRIS INC 222 374
002824100 ABBOTT LABS 6,460 25,224
020002101 ALLSTATE CORP 9,074 37,594
023135106 AMAZON.COM INC 17,865 85,781
025537101 AMERICAN ELEC PWR IN 7,677 8,301
031162100 AMGEN INC 12,687 32,059
037833100 APPLE INC 6,216 226,380
060505104 BANK OF AMERICA CORP 5,321 18,415
205887102 CONAGRA BRANDS INC    
26441C204 DUKE ENERGY CORP 8,445 9,481
369604301 GE AEROSPACE 4,163 5,170
68622V106 ORGANON & CO 454 373
75513E101 RTX CORPORATION 14,650 26,384
89151E109 TOTALENERGIES SE 12,827 13,244
902973304 US BANCORP 12,295 12,962
969457100 WILLIAMS COS INC 2,450 5,466
57638P104 MASTERBRAND INC 543 1,417
G0250X107 AMCOR PLC 5,664 4,667
G5960L103 MEDTRONIC PLC    
29364G103 ENTERGY CORP 4,812 7,127
36266G107 GE HEALTHCARE TECHNO 1,339 704
49177J102 KENVUE INC 6,467 6,768
704326107 PAYCHEX INC 5,392 5,889
80105N105 SANOFI SPONSORED 12,322 12,250
98389B100 XCEL ENERGY INC 10,730 12,829
063671101 BANK OF MONTREAL QUE 7,900 8,249
110122108 BRISTOL MYERS SQUIBB 12,634 14,649
25243Q205 DIAGEO PLC SPONSORED 8,164 8,009
30231G102 EXXON MOBIL CORP 5,791 5,163
36828A101 GE VERNOVA LLC 967 2,303
478160104 JOHNSON & JOHNSON 11,206 10,123
92939U106 WEC ENERGY GROUP INC 4,233 4,608
G87052109 TE CONNECTIVITY PLC 10,097 27,879

TY 2024 InvestmentsOtherSchedule2
Name:
ELMORE FAMILY FOUNDATION CO-TA(25
EIN:
65-6343553
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
23320G513 DFA INTERMEDIATE TER AT COST 150,000 129,076
464287804 ISHARES CORE S&P SMA AT COST 40,614 84,571
233203371 DFA INTERNATIONAL CO AT COST 117,493 142,460
36209VQC1 GOVT NATL MTGE ASSN AT COST 3,430 69
22822V101 CROWN CASTLE INC      
25434D203 DFA INTERNATIONAL VA AT COST 42,323 42,822
742935489 OSTERWEIS STRATEGIC AT COST 75,000 71,250
464288687 ISHARES PREFERRED AN AT COST 51,112 40,872
97717W570 WISDOMTREE US MIDCAP AT COST 55,293 114,706
756109104 REALTY INCOME CORP AT COST 9,919 9,240
27826A730 EATON VANCE FLOATING AT COST 79,934 73,869
00143W859 INVESCO DEVELOPING M AT COST 48,940 57,310
52468A665 LEGG MASON PARTNERS      
015271109 ALEXANDRIA REAL ESTA AT COST 9,463 7,804
74340W103 PROLOGIS INC AT COST 10,213 9,196

TY 2024 OtherAssetsSchedule
Name:
ELMORE FAMILY FOUNDATION CO-TA(25
EIN:
65-6343553
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
XXX-XX-XXXX OCCIDENTAL PETROLEUM   0 303


TY 2024 OtherDecreasesSchedule
Name:
ELMORE FAMILY FOUNDATION CO-TA(25
EIN:
65-6343553
Description Amount
RETURN OF CAPITAL ADJUSTMENT 345
2024 TRANSACTIONS POSTED IN 2025 1,302


TY 2024 OtherExpensesSchedule
Name:
ELMORE FAMILY FOUNDATION CO-TA(25
EIN:
65-6343553
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 53 53   0


TY 2024 OtherIncreasesSchedule
Name:
ELMORE FAMILY FOUNDATION CO-TA(25
EIN:
65-6343553
Description Amount
2023 TRANSACTIONS POSTED IN 2024 1,596
MUTUAL FUND ADJUSTMENT 103
COST BASIS ADJUSTMENT 7


TY 2024 OtherProfessionalFeesSchedule
Name:
ELMORE FAMILY FOUNDATION CO-TA(25
EIN:
65-6343553
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 1,198 1,198    


TY 2024 TaxesSchedule
Name:
ELMORE FAMILY FOUNDATION CO-TA(25
EIN:
65-6343553
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 805 805   0
FEDERAL ESTIMATES - PRINCIPAL 548 0   0
FOREIGN TAXES ON QUALIFIED FOR 847 847   0
FOREIGN TAXES ON NONQUALIFIED 168 168   0