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
THE WARREN AND AUGUSTA HUME FOUNDATION
INC
Number and street (or P.O. box number if mail is not delivered to street address)5000 SAWGRASS VILLAGE CIRCLE STE 3
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PONTE VEDRA BEACH, FL320825042
A Employer identification number

13-3675579
B Telephone number (see instructions)

(407) 730-0866
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$134,324,604J 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) 10,969,405
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,521 2,521  
4 Dividends and interest from securities... 3,217,752 3,202,648  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,559,596
b Gross sales price for all assets on line 6a 64,640,307
7 Capital gain net income (from Part IV, line 2)... 7,028,903
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,474 4,638  
12 Total. Add lines 1 through 11........ 19,754,748 10,238,710  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 14,000 0   14,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,689 0   1,689
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
21,525 10,762   10,763
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
400,929 393,929   7,000
17 Interest............... 189,237 189,237   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
146,060 20,344   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,356 621   1,735
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 775,796 614,893   35,187
25 Contributions, gifts, grants paid....... 7,910,000 7,910,000
26 Total expenses and disbursements. Add lines 24 and 25 8,685,796 614,893   7,945,187
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 11,068,952
b Net investment income (if negative, enter -0-) 9,623,817
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets 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......... 4,803,383 5,239,573 5,239,573
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 5,662,809 Click to see attachment
List of Attached Documents:
// Content
5,448,480 		5,330,775
b Investments—corporate stock (attach schedule)....... 12,222,643 Click to see attachment
List of Attached Documents:
// Content
17,117,444 		25,743,957
c Investments—corporate bonds (attach schedule)....... 20,452,880 Click to see attachment
List of Attached Documents:
// Content
26,061,193 		25,710,995
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).......... 62,984,284 Click to see attachment
List of Attached Documents:
// Content
60,836,826 		72,299,304
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) 106,125,999 114,703,516 134,324,604
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 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 106,125,999 114,703,516
29 Total net assets or fund balances (see instructions)..... 106,125,999 114,703,516
30 Total liabilities and net assets/fund balances (see instructions). 106,125,999 114,703,516
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
106,125,999
2
Enter amount from Part I, line 27a .....................
2
11,068,952
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
15,000
4
Add lines 1, 2, and 3 ..........................
4
117,209,951
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,506,435
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
114,703,516
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 PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c STCL THRU INVESCO DB AGRICULTURE FUND K-1 P    
d LTCL THRU INVESCO DB AGRICULTURE FUND K-1 P    
e SECTION 1231 LOSS THRU ENERGY TRANSFER LP K-1 P    
CAPITAL GAINS 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 33,513,103   32,077,474 1,435,629
b 31,126,873   25,530,327 5,596,546
c       -1,440
d       -2,161
e       -2
331     331
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       1,435,629
b       5,596,546
c       -1,440
d       -2,161
e       -2
      331
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 7,028,903
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) 1 133,771
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........................... 3 133,771
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- ..... 5 133,771
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 65,000
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 65,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 2,725
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 71,496
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowDE, FL
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 arrowG RUSSELL CREIGHTON Telephone no.right arrow (407) 730-0866

Located atright arrow5000 SAWGRASS VILLAGE CIR STE 32PONTE VEDRA BEACHFL ZIP+4right arrow320825042
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
G RUSSELL CREIGHTON CEO/TREASURER/DIRECTOR
5.00 		2,000 0 0
5000 SAWGRASS VILLAGE CIR STE 32
PONTE VEDRA BEACH,FL320825042
DR NICHOLAS HUME PRESIDENT/CHAIRMAN
0.25 		2,000 0 0
5000 SAWGRASS VILLAGE CIR STE 32
PONTE VEDRA BEACH,FL320825042
CHRISTINA HUME VICE PRESIDENT/DIRECTOR
0.25 		2,000 0 0
5000 SAWGRASS VILLAGE CIR STE 32
PONTE VEDRA BEACH,FL320825042
W GRAHAM WHITE SECRETARY/DIRECTOR
0.25 		2,000 0 0
5000 SAWGRASS VILLAGE CIR STE 32
PONTE VEDRA BEACH,FL320825042
ANTHONY BROOKS DIRECTOR
0.25 		2,000 0 0
5000 SAWGRASS VILLAGE CIR STE 32
PONTE VEDRA BEACH,FL320825042
JERE F DANIELS JR DIRECTOR (AS OF OCT 2024)
0.25 		0 0 0
5000 SAWGRASS VILLAGE CIR STE 32
PONTE VEDRA BEACH,FL320825042
JANICE J HUME DIRECTOR
0.25 		2,000 0 0
5000 SAWGRASS VILLAGE CIR STE 32
PONTE VEDRA BEACH,FL320825042
HAROLD A WARD III DIRECTOR
0.25 		2,000 0 0
5000 SAWGRASS VILLAGE CIR STE 32
PONTE VEDRA BEACH,FL320825042
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
SAWGRASS ASSET MANAGEMENT LLC INVESTMENT ADVISORY FEES 358,476
5000 SAWGRASS VILLAGE CIR STE 32
PONTE VEDRA BEACH,FL320825042
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 arrow0
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
123,303,272
b
Average of monthly cash balances.......................
1b
5,880,902
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
129,184,174
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
129,184,174
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,937,763
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
127,246,411
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,362,321
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
6,362,321
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
133,771
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
13,619
c
Add lines 2a and 2b............................
2c
147,390
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,214,931
4
Recoveries of amounts treated as qualifying distributions................
4
15,378
5
Add lines 3 and 4............................
5
6,230,309
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
6,230,309
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
7,945,187
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
7,945,187
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 6,230,309
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 2,421,584
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 7,945,187
a Applied to 2023, but not more than line 2a 2,421,584
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..... 5,523,603
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 .......... 		706,706
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....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ABILITY HOUSING INC

3740 BEACH BOULEVARD SUITE 304
JACKSONVILLE,FL32207 		  PC LAKE FOREST PROPERTY 100,000

ADULT LITERACY LEAGUE

2221 LEE ROAD 18
WINTER PARK,FL32789 		  PC STUDENTS LITERACY 10,000

ALL HANDS AND HEARTS

82 COUNTY ROAD PMB 79
MATTAPOISETT,MA02739 		  PC DISASTER RELIEF FUND 20,000

AMERICA'S YOUTH

907 SOUTH 11TH STREET
FERNANDINA BEACH,FL32034 		  PC PROGRAM DEVELOPMENT 10,000

ANNIERUTH FOUNDATION

10326 INTERSTATE CENTER DRIVE
JACKSONVILLE,FL32218 		  PC SERVE AS A CATALYST OF POSITIVE CHANGE IN UNDERSERVED COMMUNITIES 50,000

ATLANTA INTERNATIONAL SCHOOL

2890 NORTH FULTON DRIVE
ATLANTA,GA30305 		  PC SCHOLARSHIP FUND 20,000

AVID PROGRAM

9797 AERO DRIVE SUITE 100
SAN DIEGO,CA92123 		  PC PREPARE STUDENTS FOR COLLEGE ELIGIBILITY AND COMPLETION 25,000

BARNABAS CENTER

1303 JASMINE STREET
FERNANDINA BEACH,FL32034 		  PC FOOD SUSTAINABILITY AND EDUCATION 10,000

BIBLE STUDY MEDIA

4715 ALGONQUIN AVENUE
JACKSONVILLE,FL32210 		  PC CHILDREN'S CURRICULUM 20,000

CHILDREN'S HOME SOCIETY OF FLORIDA

5766 S SEMORAN BOULEVARD
ORLANDO,FL32822 		  PC WRAPAROUND SERVICES 10,000

CHRISTIAN SERVICE CENTER FOR CENTRAL FLORIDA

808 WEST CENTRAL BOULEVARD
ORLANDO,FL32805 		  PC PREVENTING AND ENDING HOMELESSNESS 65,000

CLARKE JACKSONVILLE AUDITORYORAL CENTER

9857 OLD SAINT AUGUSTINE ROAD SUITE
6
JACKSONVILLE,FL32257 		  PC PREPARE CHILDREN WHO ARE DEAF OR HARD OF HEARING TO SUCCEED IN MAINSTREAM SCHOOLS AND THE WIDER WORLD 10,000

COALITION FOR THE HOMELESS OF CENTRAL FLORIDA

18 NORTH TERRY AVENUE
ORLANDO,FL32801 		  PC TO AID AND END HOMELESSNESS 20,000

CONDUCTIVE EDUCATION CENTER OF ORLANDO

931 SOUTH SEMORAN BOULEVARD SUITE
220
WINTER PARK,FL32792 		  PC AID INDIVIDUALS WITH NEUROLOGICAL MOTOR DISABILITIES TO ACHIEVE INDEPENDENCE 15,000

DANIEL MEMORIAL INC

4203 SOUTHPOINT BOULEVARD
JACKSONVILLE,FL32216 		  PC REBUILDING CAMPAIGN 700,000

DECATUR EDUCATION FOUNDATION

500 SOUTH COLUMBIA DRIVE
DECATUR,GA30030 		  PC EARLY CHILDHOOD EDUCATION SCHOLARSHIPS; TEACHER INNOVATION GRANTS 20,000

DEER HILLS FOUNDATION

7850 ROAD 41 PO BOX 0180
MANCOS,CO81328 		  PC EMPOWERMENT, TRANSFORMATION, GROWTH, AND CHANGE FOR YOUTH 150,000

DEPAUL SCHOOL

3044 SAN PABLO ROAD S
JACKSONVILLE,FL32224 		  PC CAMPUS PROJECTS 1,010,000

EARLY LEARNING COALITION OF DUVAL

6500 BODEN ROAD SUITE 290
JACKSONVILLE,FL32216 		  PC CHILDCARE 5,000

ELEVATE ORLANDO

PO BOX 940633
MAITLAND,FL32794 		  PC EMPOWER UNDERSERVED YOUTH TO GRADUATE WITH A PLAN FOR THE FUTURE 30,000

EPISCOPAL CHILDREN'S SERVICES

8649 BAYPINE ROAD BUILDING 7 SUITE
300
JACKSONVILLE,FL32256 		  PC HELP UNDERSERVED CHILDREN BUILD A STRONG FOUNDATION FOR EDUCATIONAL SUCCESS 15,000

FACILITATING LEARNING FOR YOUTH

1721 LAKESIDE DRIVE
ORLANDO,FL32803 		  PC INCREASE EDUCATIONAL OUTCOMES AND LIFETIME OPPORTUNITIES FOR CHILDREN IN LOW INCOME AREAS 10,000

FAMILY SUPPORT SERVICES OF NORTH FLORIDA

1300 RIVERPLACE BOULEVARD SUITE 700
JACKSONVILLE,FL32207 		  PC KINSHIP ASSISTANCE PROGRAM 25,000

FEEDING AMERICA

161 NORTH CLARK STREET SUITE 700
CHICAGO,IL60601 		  PC DISASTER RESPONSE FUND 20,000

FIRST CONGREGATIONAL CHURCH OF WINTER PARK

225 SOUTH INTERLACHEN AVENUE
WINTER PARK,FL32789 		  PC CHURCH'S YOUTH PROGRAM 35,000

GLOBAL VILLAGE PROJECT

PO BOX 1548
DECATUR,GA30031 		  PC CORRECTIVE READING PROGRAM; STEAM PROGRAM 20,000

GRACE COLLEGE

1 LANCER WAY
WINONA LAKE,IN46590 		  PC KOSCRIUKO COUNTY'S WATERWAYS 500,000

HILLSBOROUGH COMMUNITY COLLEGE

1206 NORTH PARK ROAD
PLANT CITY,FL33563 		  PC FIRST GENERATION COLLEGE STUDENTS 5,000

HOPE HAVEN

4600 BEACH BOULEVARD
JACKSONVILLE,FL32207 		  PC ASSISTANCE TO UNDER RESOURCED FAMILIES 260,000

HOPE INTERNATIONAL

27 GRANITE RUN DRIVE SUITE 250
LANCASTER,PA17601 		  PC FAMILIES IN UNDERSERVED COMMUNITIES 50,000

INTERNATIONAL COMMUNITY SCHOOL

2418 WOOD TRAIL LANE
DECATUR,GA30033 		  PC READING RECOVERY PROGRAM 20,000

JACKSONVILLE PUBLIC LIBRARY FOUNDATION

303 N LAURA STREET
JACKSONVILLE,FL32202 		  PC SERVICE TO LIFELONG LEARNERS THROUGHOUT OUR DIVERSE COMMUNITY 5,000

LAAMISTAD

3434 ROSWELL ROAD NW
ATLANTA,GA30305 		  PC TUTORING PROGRAM 20,000

MERCY SUPPORT SERVICES

PO BOX 65160
ORANGE PARK,FL32065 		  PC EXPANSION OF SERVICES WITHIN CLAY COUNTY 1,015,000

MINDS OF THE FUTURE ACADEMY

3911 N MAIN STREET
JACKSONVILLE,FL32206 		  PC PROVIDE QUALITY CHILD CARE SERVICES TO FAMILIES WITH YOUNG CHILDREN TO GROW MIND, BODY, AND SPIRIT 10,000

MOREHOUSE COLLEGE

830 WESTVIEW DRIVE SW
ATLANTA,GA30314 		  PC EDUCATION MAJOR SCHOLARSHIPS 535,000

NASSAU EDUCATIONAL FOUNDATION

2398 SADLER ROAD
FERNANDINA BEACH,FL32035 		  PC SUPPORT THE TEACHERS OF NASSAU COUNTY, FLORIDA 10,000

NORTHSIDE COMMUNITY INVOLVEMENT

4736 AVENUE B
JACKSONVILLE,FL32209 		  PC IMPROVE THE LIVES OF THOSE LIVING BELOW THE POVERTY LEVEL 25,000

QUALITY CARE FOR CHILDREN

3 CORPORATE BOULEVARD NE SUITE 230
ATLANTA,GA30329 		  PC SCHOLARSHIPS FOR DAYCARE 30,000

RAIN LILY MONTESSORI SCHOOL

2898 BAILEY ROAD
FERNANDINA BEACH,FL32034 		  PC SCHOOL DEVELOPMENT 15,000

REDEFINED ATLANTA

830 GLENWOOD AVENUE SE SUITE
510-224
ATLANTA,GA30316 		  PC PUBLIC SCHOOL IMPROVEMENT 35,000

RESIDING HOPE

51 CHILDRENS WAY
ENTERPRISE,FL32725 		  PC CARING FOR ABUSED, ABANDONED, NEGLECTED OR DEPENDENT CHILDREN 20,000

ROLLINS COLLEGE

1000 HOLT AVENUE
WINTER PARK,FL32789 		  PC CHILDCARE/EDUCARE TO CHILDREN 1,555,000

SAFE PASSAGE COMMUNITY FELLOWSHIP

6940 ATLANTIC BOULEVARD
JACKSONVILLE,FL32207 		  PC MENTOR AT-RISK YOUTH 25,000

SAMARITAN'S PURSE

PO BOX 3000
BOONE,NC28607 		  PC DISASTER RELIEF 20,000

STARBASE

14300 FANG DRIVE
JACKSONVILLE,FL32218 		  PC YOUTH PROGRAM 10,000

THE CRADDOK CENTER

PO BOX 69
CHERRY LOG,GA30522 		  PC CHILDREN'S ENRICHMENT PROGRAM 130,000

THE FRIENDS SCHOOL OF ATLANTA

862 COLUMBIA DRIVE
DECATUR,GA30030 		  PC TUITION ASSISTANCE 20,000

THE HOWARD SCHOOL OF ATLANTA

1192 FOSTER STREET NW
ATLANTA,GA30318 		  PC TUITION ASSISTANCE 20,000

THE WALDORF SCHOOL OF ATLANTA

827 KIRK ROAD
DECATUR,GA30030 		  PC TUITION ASSISTANCE 20,000

TRINITY PREPARATORY SCHOOL OF FLORIDA

5700 TRINITY PREP LANE
WINTER PARK,FL32792 		  PC DEVELOP INDIVIDUALS TO EXCEL IN COLLEGE AND IN LIFE 35,000

UNIVERSITY OF NORTH FLORIDA FOUNDATION

1 UNF DRIVE ALUMNI HALL
JACKSONVILLE,FL32224 		  PC NEXT GENERATION OF LEADERS 1,000,000

VOLUNTEER FLORIDA FOUNDATION

1545 RAYMOND DIEHL ROAD SUITE 250
TALLAHASSEE,FL32308 		  PC FLORIDA DISASTER FUND 20,000

WEEK OF COMPASSION

PO BOX 1986
INDIANAPOLIS,IN46206 		  PC HURRICANE RELIEF 20,000

WINTER PARK DAY NURSERY

741 SOUTH PENNSYLVANIA AVENUE
WINTER PARK,FL32789 		  PC PROVIDE LOWER-INCOME FAMILIES MENTORING, ENCOURAGEMENT, AND EDUCATION 45,000

YOUNG LIFE OF CLAY COUNTY

PO BOX 9115
FLEMING ISLAND,FL32006 		  PC HELP CHILDREN FIND BELONGING AND FAITH 10,000
Total .................................right arrow 3a 7,910,000
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		    14 2,521  
4 Dividends and interest from securities ....     14 3,217,752  
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 5,559,596  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aINCOME THRU ENERGY TRANSFER LP 		901101 460 14 -26  
bINCOME THRU INVESCO DB AGRICULTURE FUND     14 468  
cLITIGATION INCOME     01 4,186  
dSERVICE FEE REBATE     01 8  
eTRAVEL REIMBURSEMENT     01 378  
12 Subtotal. Add columns (b), (d), and (e) .. 460 8,784,883 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
8,785,343
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE WARREN AND AUGUSTA HUME FOUNDATION
INC
Employer identification number

13-3675579
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE WARREN AND AUGUSTA HUME FOUNDATION
INC 		Employer identification number
13-3675579
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
AUGUSTA Y HUME IRREV TRUST IM AGR DATED 08102022
 
1571 MAYFLOWER COURT
 
WINTER PARK, FL327922581

$ 10,967,658


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE WARREN AND AUGUSTA HUME FOUNDATION
INC 		Employer identification number

13-3675579
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 VARIOUS PUBLICLY TRADED SECURITIES $ 9,817,479 2024-02-07
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 INVESCO DB AGRICULTURE FUND $ 124,826 2024-09-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE WARREN AND AUGUSTA HUME FOUNDATION
INC 		Employer identification number

13-3675579
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE WARREN AND AUGUSTA HUME FOUNDATION
 
INC
EIN:
13-3675579
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 21,525 10,762   10,763

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE WARREN AND AUGUSTA HUME FOUNDATION
 
INC
EIN:
13-3675579
Name of Bond End of Year Book Value End of Year Fair Market Value
MORGAN STANLEY VAR% DUE 01/21/28 685,263 714,099
WELLS FARGO & CO VAR% DUE 06/02/28 532,069 562,798
JPMORGAN CHASE VAR% DUE 06/01/29 51,774 54,473
BANK OF AMERICA C VAR% DUE 06/14/29 317,652 335,197
WELLS FARGO & CO VAR% DUE 07/25/29 249,153 253,741
CADENCE DESIGN SY 4.3% DUE 09/10/29 269,642 264,568
AMPHENOL CORP 2.8% DUE 02/15/30 390,281 379,859
AT&T INC. 4.3% DUE 02/15/30 700,360 725,037
U.S. BANCORP VAR% DUE 07/23/30 390,025 389,371
CISCO SYSTEMS, I 4.95% DUE 02/26/31 329,368 331,272
META PLATFORMS 4.55% DUE 08/15/31 99,977 98,235
JOHN DEERE CAPITA 4.4% DUE 09/08/31 418,799 406,887
UNITEDHEALTH GRO 4.95% DUE 01/15/32 307,750 295,686
VIRGINIA ELECTRIC A 5% DUE 04/01/33 223,252 225,871
PFIZER INVT ENT 4.75% DUE 05/19/33 584,725 580,507
ALABAMA POWER CO 5.85% DUE 11/15/33 404,036 385,546
DUKE ENERGY FLO 5.875% DUE 11/15/33 458,104 449,752
RTX CORP 6.1% DUE 03/15/34 760,744 789,040
UNION ELECTRIC CO 5.2% DUE 04/01/34 113,393 109,649
NSTAR ELECTRIC CO 5.4% DUE 06/01/34 263,762 251,193
ORACLE CORP 4.7% DUE 09/27/34 578,331 548,737
BROADCOM INC 4.8% DUE 10/15/34 578,824 561,872
VERIZON COMMUNIC 4.78% DUE 02/15/35 183,621 186,604
DUKE ENERGY PROGR 5.7% DUE 04/01/35 796,345 811,515
MERCK & CO., INC 3.9% DUE 03/07/39 467,697 445,473
FNMA PL FS9095 2% DUE 08/01/42 826,259 780,757
FNMA PL BW9776 3% DUE 06/01/48 798,651 786,616
FNMA PL CB3372 3.5% DUE 04/01/52 2,357,348 2,304,782
FNMA PL CB3770 3.5% DUE 06/01/52 1,891,275 1,847,607
FNMA PL CB3897 3.5% DUE 06/01/52 1,712,863 1,687,181
FHLMC SD1189 5% DUE 07/01/52 812,775 782,418
FHLMC SD8245 4.5% DUE 09/01/52 491,050 470,271
FNMA PL CB6031 5% DUE 04/01/53 1,127,132 1,137,846
FNMA PL FS9453 4.5% DUE 08/01/53 1,175,073 1,152,182
FNMA PL MA5107 5.5% DUE 08/01/53 897,517 868,294
FHLMC SD8372 5.5% DUE 11/01/53 645,799 636,306
FNMA PL MA5245 5% DUE 01/01/54 385,631 375,858
FHLMC RJ2664 5% DUE 10/01/54 732,646 710,900
FNMA PL CB9302 4.5% DUE 10/01/54 571,619 554,150
FHLMC QJ9665 5% DUE 11/01/54 598,617 593,043
FNMA PL MA5552 5% DUE 12/01/54 881,991 865,802

TY 2024 InvestmentsCorpStockSchedule
Name:
THE WARREN AND AUGUSTA HUME FOUNDATION
 
INC
EIN:
13-3675579
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 168,764 176,452
ABBVIE INC 250,822 263,884
ACCENTURE PLC 123,613 126,644
ADOBE INC 81,705 76,485
AFLAC INC 54,524 186,399
ALLSTATE CORP 113,047 157,895
ALPHABET INC CLASS A 246,101 332,789
ALPHABET INC CLASS C 68,964 354,409
AMAZON.COM INC 289,570 573,266
AMDOCS LTD 140,935 133,670
AMENTUM HLDGS INC 19,409 16,046
AMERICAN EXPRESS CO 72,322 212,798
APPLE INC 50,463 1,011,947
APPLIED MATLS INC 86,538 111,727
AUTODESK INC 1,716 2,365
AUTOZONE INC 34,214 156,898
BAKER HUGHES CO 101,281 117,768
BALL CORP 31,845 95,265
BANK OF AMERICA CORP 50,056 134,883
BROADCOM INC 156,074 533,232
CACI INTL INC 160,352 256,578
CARRIER GLOBAL CORP 36,002 123,960
CATERPILLAR INC 21,997 23,942
CBRE GROUP INC 119,250 167,789
CENCORA INC 38,170 123,574
CISCO SYS INC 31,978 104,547
CONOCOPHILLIPS 82,713 82,212
CORTEVA INC 105,791 139,267
D R HORTON INC 203,216 190,015
DECKERS OUTDOOR CORP 41,083 118,198
DELL TECHNOLOGIES INC 112,621 259,060
DISNEY WALT CO 198,211 297,304
DOW INC 164,425 121,594
EATON CORP 50,764 251,226
ECOLAB INC 2,890 3,749
EXXON MOBIL CORP 1,984 79,709
FEDEX CORP 96,192 126,036
GALLAGHER ARTHUR J & CO 28,981 124,894
GENERAL DYNAMICS CORP 68,586 99,599
GENERAL MLS INC 121,815 118,102
GOLDMAN SACHS GROUP INC 37,391 143,728
HOME DEPOT INC 48,784 214,333
HONEYWELL INTL INC 24,738 101,876
INTERCONTINENTAL EXCHANG 122,748 172,703
INTUIT 11,461 14,456
JACOBS SOLUTIONS INC 87,823 101,952
JOHNSON & JOHNSON 122,194 215,484
JPMORGAN CHASE & CO 18,732 238,272
KKR & CO INC 48,755 289,608
LOCKHEED MARTIN CORP 91,379 116,626
MARATHON PETE CORP 27,672 104,485
MASTERCARD INC 63,100 91,097
MEDTRONIC PLC 124,126 123,814
MERCK & CO. INC 165,520 179,064
META PLATFORMS INC 118,092 376,483
MICROSOFT CORP 117,197 950,904
NIKE INC 67,345 74,611
NUCOR CORP 84,644 65,474
NVIDIA CORP 163,156 762,767
ORACLE CORP 47,700 242,128
OWENS CORNING 21,151 41,388
PARKER-HANNIFIN CORP 38,726 88,408
PAYPAL HLDGS INC 201,239 243,247
PEPSICO INC 68,619 121,040
PRICE T ROWE GROUP INC 142,757 142,720
PROCTER & GAMBLE CO 99,744 169,662
SHELL PLC 87,971 99,613
TAIWAN SEMICONDUCTOR 74,387 142,193
TARGET CORP 55,318 140,182
TE CONNECTIVITY PLC 82,664 91,358
THERMO FISHER SCIENTIFIC 210,105 208,092
TJX COS INC 113,558 179,644
TRAVELERS COS INC 96,513 127,190
UNION PAC CORP 93,194 153,927
UNITEDHEALTH GROUP INC 61,231 220,555
VISA INC 130,681 176,982
WASTE MGMT INC 159,473 148,921
ABBOTT LABORATORIES 104,117 115,259
ABBVIE INC 70,596 71,435
ACCENTURE PLC CLS A 305,005 314,148
ALPHABET INC CL C 427,778 457,818
AMAZON COM INC 327,507 397,315
AMERICAN TOWER CORP 99,405 95,557
APPLE INC 386,255 531,642
AT&T INC 80,405 105,539
AUTOMATIC DATA PROCESSING INC 57,184 56,204
BANK OF AMERICA CORP 161,590 175,800
BERKSHIRE HATHAWAY INC 109,743 109,241
BROADCOM INC 216,562 213,293
CHEVRON CORP 119,289 108,630
CHIPOTLE MEXICAN GRILL INC 50,873 95,576
CISCO SYSTEMS INC 217,523 265,216
COSTCO WHOLESALE CORP 115,083 106,287
DANAHER CORP 34,592 33,744
EATON CORP PLC 56,709 54,427
ELI LILLY & CO 143,270 142,820
EXXON MOBIL CORP 109,289 102,192
GE AEROSPACE 36,798 106,746
HOME DEPOT INC 85,875 81,688
HONEYWELL INTL INC 134,103 151,346
INTERCONTINENTAL EXCHANGE INC 99,941 109,373
INTERNATIONAL BUSINESS MACHS CORP 293,416 496,376
JPMORGAN CHASE & CO 362,353 647,217
LINDE PLC 109,724 95,457
LOWES COS INC 20,900 25,174
MARSH & MCLENNAN CO'S INC 211,529 216,233
MC DONALDS CORP 57,808 55,949
MCKESSON CORP 51,246 53,002
META PLATFORMS INC 317,142 390,535
MICROSOFT CORP 543,680 534,041
MONDELEZ INTL INC 60,807 51,666
NETFLIX INC 86,677 83,784
NEXTERA ENERGY INC 57,534 56,994
NVIDIA CORP 425,090 507,616
PEPSICO INC 114,139 102,184
PFIZER INC 100,274 92,218
PROCTER & GAMBLE 100,144 99,919
RTX CORPORATION 206,787 226,696
SALESFORCE INC 107,942 102,305
TESLA INC 234,770 200,709
TJX COS INC 83,061 102,205
UNITEDHEALTH GROUP INC 112,001 116,348
VISA INC 199,584 230,077
WALMART INC 84,368 150,342
AVALONBAY CMNTYS REIT 28,660 27,716
CENCORA INC 24,819 25,838
DARDEN RESTAURANTS INC 20,500 29,497
ENTERGY CORP 57,897 58,306
FORTIVE CORP 68,407 75,000
MFC ISHARES TR RUSSELL MID-CAP ETF 405,250 387,280
PACCAR INC 50,992 96,114
SCHLUMBERGER LTD 104,470 85,191
SIMON PROPERTY GROUP INC 28,521 27,037
TAPESTRY INC 17,341 26,851
MFC ISHARES TR CORE S&P SMALL-CAP ETF 1,606,845 1,524,245
NOVO-NORDISK A S ADR 54,402 81,375

TY 2024 InvestmentsGovtObligationsSch
Name:
THE WARREN AND AUGUSTA HUME FOUNDATION
 
INC
EIN:
13-3675579
US Government Securities - End of Year Book Value:

5,448,480
US Government Securities - End of Year Fair Market Value:

5,330,775
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
THE WARREN AND AUGUSTA HUME FOUNDATION
 
INC
EIN:
13-3675579
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVSC QQQ TRUST SRS 1 AT COST 1,345,498 1,761,187
ISHARES CORE MSCI EAFE AT COST 7,000,719 7,257,815
ISHARES RUSSELL MID CAP AT COST 7,324,585 8,331,258
SCHWAB US LARGE CAP ETF AT COST 15,984,954 20,744,547
VANGUARD LARGE CAP ETF AT COST 5,328,182 6,203,100
VANGUARD MID CAP ETF AT COST 3,324,720 3,710,234
VANGUARD MID CAP GROWTH AT COST 2,054,509 2,314,200
VANGUARD RUSSELL 1000 AT COST 10,792,147 13,395,212
VANGUARD SMALL CAP AT COST 1,425,892 1,534,729
VANGUARD SMALL CAP ETF AT COST 6,216,399 6,988,544
WELLTOWER INC AT COST 39,221 58,478

TY 2024 LegalFeesSchedule
Name:
THE WARREN AND AUGUSTA HUME FOUNDATION
 
INC
EIN:
13-3675579
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,689 0   1,689


TY 2024 OtherDecreasesSchedule
Name:
THE WARREN AND AUGUSTA HUME FOUNDATION
 
INC
EIN:
13-3675579
Description Amount
COST BASIS ADJUSTMENT ON DONATED SECURITIES 2,506,435


TY 2024 OtherExpensesSchedule
Name:
THE WARREN AND AUGUSTA HUME FOUNDATION
 
INC
EIN:
13-3675579
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 621 621   0
DE FILING FEES 375 0   375
MEMBERSHIP DUES 1,360 0   1,360


TY 2024 OtherIncomeSchedule2
Name:
THE WARREN AND AUGUSTA HUME FOUNDATION
 
INC
EIN:
13-3675579
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INCOME THRU ENERGY TRANSFER LP 434 -24 434
INCOME THRU INVESCO DB AGRICULTURE FUND 468 468 468
LITIGATION INCOME 4,186 4,186 4,186
SERVICE FEE REBATE 8 8 8
TRAVEL REIMBURSEMENT 378   378


TY 2024 OtherIncreasesSchedule
Name:
THE WARREN AND AUGUSTA HUME FOUNDATION
 
INC
EIN:
13-3675579
Description Amount
PRIOR YEAR CHECK NOT CASHED 15,000


TY 2024 OtherProfessionalFeesSchedule
Name:
THE WARREN AND AUGUSTA HUME FOUNDATION
 
INC
EIN:
13-3675579
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADMINISTRATIVE FEES 7,000 0   7,000
INVESTMENT ADVISORY FEES 393,929 393,929   0


TY 2024 TaxesSchedule
Name:
THE WARREN AND AUGUSTA HUME FOUNDATION
 
INC
EIN:
13-3675579
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 125,716 0   0
FOREIGN TAXES 20,344 20,344   0