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 JESSICA GOOD EVANS CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX ONE TRUST TAX DEPT
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WICHITA, KS672015001
A Employer identification number

43-6914311
B Telephone number (see instructions)

(316) 383-1556
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$1,546,130
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 9,358 9,358  
4 Dividends and interest from securities... 31,694 31,694  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 89,862
b Gross sales price for all assets on line 6a 375,060
7 Capital gain net income (from Part IV, line 2)... 89,862
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)....... 419 419  
12 Total. Add lines 1 through 11........ 131,333 131,333  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 22,329 11,164   11,164
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)....... 1,420 710 0 710
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 2,525 2,525   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,828 4,828 0 4,828
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 145 145    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 31,247 19,372 0 16,702
25 Contributions, gifts, grants paid....... 73,600 73,600
26 Total expenses and disbursements. Add lines 24 and 25 104,847 19,372 0 90,302
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 26,486
b Net investment income (if negative, enter -0-) 111,961
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......... 44,080 45,801 45,801
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   244 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) 38,699 Click to see attachment
List of Attached Documents:
// Content
57,933
58,436
b Investments—corporate stock (attach schedule)....... 854,548 Click to see attachment
List of Attached Documents:
// Content
818,722
1,024,992
c Investments—corporate bonds (attach schedule)....... 388,094 Click to see attachment
List of Attached Documents:
// Content
429,939
416,901
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,325,665 1,352,395 1,546,130
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........ 1,325,665 1,352,395
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)..... 1,325,665 1,352,395
30 Total liabilities and net assets/fund balances (see instructions). 1,325,665 1,352,395
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
1,325,665
2
Enter amount from Part I, line 27a .....................
2
26,486
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
244
4
Add lines 1, 2, and 3 ..........................
4
1,352,395
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,352,395
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 5. ASBURY AUTOMOTIVE GROUP INC COM   2022-07-29 2024-01-23
b 49. BOX INC CL A     2024-01-23
c 8. CBRE GROUP INC CL A     2024-01-23
d 17. CIENA CORP COM NEW   2023-06-16 2024-01-23
e 14. CIENA CORP COM NEW   2022-11-17 2024-01-23
5. DARDEN RESTAURANTS INC COM   2021-12-22 2024-01-23
3. DECKERS OUTDOOR CORP     2024-01-23
5. E L F BEAUTY INC COM   2022-08-15 2024-01-23
23. INTERPUBLIC GROUP COS. COM     2024-01-23
4. INTUITIVE SURGICAL INC COM NEW     2024-01-23
1. METTLER-TOLEDO INTL INC COM   2022-10-26 2024-01-23
13. MITSUI FUDOSAN CO LTD UNSPONSORED ADR     2024-01-23
8. MORGAN STANLEY DEAN WITTER & CO. COM   2019-04-11 2024-01-23
8. PINNACLE FINANCIAL PARTNERS COM   2023-12-15 2024-01-23
16. TAIWAN SEMICONDUCTOR MFG CO LTD SPONSORED ADR     2024-01-23
10. TOKYO ELECTRON LTD ADR   2020-12-04 2024-01-23
8. ALPHABET INC CAP STK CL A     2024-02-28
10. AMAZON.COM INC COM   2021-10-15 2024-02-28
4. AMGEN INC   2016-04-05 2024-02-28
15. APPLE INC COM     2024-02-28
12. APPLIED MATERIALS COM     2024-02-28
3. ASHTEAD GROUP PLC UNSPONSORED ADR   2023-01-09 2024-02-28
5. AUTODESK INC COM   2022-03-29 2024-02-28
22. BANK OF AMERICA CORPORATION COM   2020-03-10 2024-02-28
6. BIOGEN, INC.     2024-02-28
3. BLACKROCK INC COM   2020-07-22 2024-02-28
27. CISCO SYS INC COM   2016-04-05 2024-02-28
18. COGNIZANT TECH SOLUTIONS CRP COM     2024-02-28
13. CONOCOPHILLIPS COM     2024-02-28
8. COOPER COS INC COM   2023-12-15 2024-02-28
9. DIODES INC COM   2020-06-25 2024-02-28
10. DISNEY WALT CO COM   2019-03-04 2024-02-28
39. EXELON CORPORATION COM     2024-02-28
4. META PLATFORM, INC.     2024-02-28
23. GSK PLC SPONSORED ADR   2020-12-04 2024-02-28
360.929 GOLDMAN SACHS EMERGING MARKETS EQUITY INSIGHTS FUND - IS #3169   2022-08-30 2024-02-28
37. GORMAN RUPP CO COM   2020-07-22 2024-02-28
27. HDFC BANK LTD SPONSORED ADS     2024-02-28
5. HOME DEPOT INC COM     2024-02-28
30. ISHARES TR CORE MSCI EAFE ETF   2017-12-06 2024-02-28
3. ELI LILLY & CO COM     2024-02-28
521. LLOYDS TSB GROUP PLC-SP ADR   2023-11-24 2024-02-28
4. MASTERCARD INC CL A     2024-02-28
7. MERCK & CO INC NEW COM     2024-02-28
18. MICRON TECHNOLOGY INC COM     2024-02-28
15. MONDELEZ INTL INC COM     2024-02-28
3. NETFLIX INC COM     2024-02-28
9. NIKE INC CL B COM   2020-07-22 2024-02-28
5. NUCOR CORP COM   2019-01-09 2024-02-28
2. NVIDIA CORP COM   2017-10-23 2024-02-28
13. PEPSICO INC COM     2024-02-28
8. QUANTA SVCS INC COM   2020-01-03 2024-02-28
11. RTX CORPORATION COM     2024-02-28
14. REALTY INCOME CORP COM   2023-06-16 2024-02-28
2. SAIA INC COM   2022-06-22 2024-02-28
8. SAP SE ADR     2024-02-28
6. SUN CMNTYS INC COM   2023-06-16 2024-02-28
5. SUN CMNTYS INC COM   2020-03-18 2024-02-28
5. SUZUKI MTR CORP ADR   2022-12-07 2024-02-28
3. THERMO FISHER CORP COM   2022-05-10 2024-02-28
6. TOYOTA MTR CORP SPONSORED ADR   2020-12-04 2024-02-28
8. VALERO ENERGY CORP NEW COM     2024-02-28
11. ALEXANDRIA REAL ESTATE EQ INC COM   2020-07-22 2024-03-04
131. AMPLIFY ENERGY CORP NEW COM   2023-11-24 2024-03-04
14. AXCELIS TECHNOLOGIES INC COM NEW     2024-03-04
2. BOSTON SCIENTIFIC CORP COM   2023-06-16 2024-03-04
16. BOSTON SCIENTIFIC CORP COM   2022-11-17 2024-03-04
13. CITIGROUP INC COM NEW   2022-03-01 2024-03-04
93. ELEKTA AB UNSPONSOD ADR   2023-12-15 2024-03-04
17. ENERSYS COM     2024-03-04
69. KION GROUP AG ADR   2024-01-23 2024-03-04
33. MITSUBISHI ELEC CORP ADR   2020-12-04 2024-03-04
20. PERSIMMON UNSPONSORD ADR   2024-01-23 2024-03-04
3. SERVICENOW INC COM     2024-03-04
93. SEVEN & I HLDGS CO LTD ADR     2024-03-04
68. SOUTH32 LTD SPONSORED ADR   2023-11-24 2024-03-04
10. TELEPERFORMANCE UNSPONSORD ADR   2023-11-24 2024-03-04
6. TELEPERFORMANCE UNSPONSORD ADR   2022-11-17 2024-03-04
98. UMICORE GROUP UNSPONSORED ADR   2023-06-16 2024-03-04
72. UMICORE GROUP UNSPONSORED ADR   2023-01-09 2024-03-04
.478 REALTY INCOME CORP COM   2023-06-16 2024-03-05
275. NISOURCE INC DEP SHS PFD B 6.50%   2023-03-27 2024-03-15
7. ADVANCED DRAIN SYS INC DEL COM   2022-11-17 2024-03-21
18. ALTRIA GROUP INC COM     2024-03-21
20. AXA SA SPONSORED ADR   2020-12-04 2024-03-21
79. DR ING H C F PORSCHE AG UNSPONSORED ADR     2024-03-21
227. DOCGO INC COM     2024-03-21
46. ISHARES CORE S&P MID-CAP ETF   2022-04-04 2024-03-21
27. ISHARES TR CORE MSCI EAFE ETF   2017-12-06 2024-03-21
13. MODINE MFG CO COM   2023-11-24 2024-03-21
30.396 T ROWE PRICE INTERNATIONAL DISCOVERY FUND #38     2024-03-21
29. TERADATA CORP DEL COM     2024-03-21
79. VODAFONE GROUP PLC NEW SPNSR ADR NO PAR   2020-12-04 2024-03-21
3. WEST PHARMACEUTICAL SVCS INC COM     2024-03-21
4. WILLIS TOWERS WATSON PUB LTD CO SHS   2022-06-22 2024-03-21
10. MASONITE INTL CORP NEW COM   2022-04-04 2024-05-21
.23 KONINKLIJKE PHILIPS N V NY REGIS SHS NEW   2022-07-29 2024-06-11
40. DECIPHERA PHARMACEUTICALS INC COM   2022-10-31 2024-06-13
18. ABBOTT LABS COM 09/1998 .01     2024-07-16
3. ADOBE SYSTEMS INC   2019-04-11 2024-07-16
9. ADVANCED MICRO DEVICES INC COM   2020-07-22 2024-07-16
7. ALPHABET INC CAP STK CL C   2021-01-19 2024-07-16
4. AMETEK INC NEW COM   2023-11-24 2024-07-16
11. AMETEK INC NEW COM     2024-07-16
9. APPLE INC COM     2024-07-16
9. BOOT BARN HLDGS INC COM   2024-02-28 2024-07-16
11. BOOT BARN HLDGS INC COM   2023-06-30 2024-07-16
13. BROADCOM INC COM   2017-10-23 2024-07-16
11. BRUKER CORP COM   2024-02-28 2024-07-16
25. CHAMPIONX CORPORATION COM   2024-02-28 2024-07-16
6. CITIZENS FINL GROUP INC COM   2024-03-21 2024-07-16
51. CITIZENS FINL GROUP INC COM   2022-06-13 2024-07-16
7. CONSTELLATION ENERGY CORP COM     2024-07-16
13. EDWARDS LIFESCIENCES CORP COM   2016-09-28 2024-07-16
9. EXXON MOBIL CORP COM   2016-04-05 2024-07-16
3. META PLATFORM, INC.     2024-07-16
14. GMS INC COM   2023-06-16 2024-07-16
409.685 GOLDMAN SACHS EMERGING MARKETS EQUITY INSIGHTS FUND - IS #3169   2022-08-30 2024-07-16
12. JP MORGAN CHASE & CO COM     2024-07-16
19. KERING S A UNSPONSORED ADR   2024-03-04 2024-07-16
26. METLIFE INC COM   2022-05-10 2024-07-16
8. MICROSOFT CORP COM     2024-07-16
14. NVIDIA CORP COM   2017-10-23 2024-07-16
10. ORACLE SYSTEMS   2018-12-26 2024-07-16
4. PAYCOM SOFTWARE INC COM   2023-11-24 2024-07-16
3. PAYCOM SOFTWARE INC COM   2022-06-08 2024-07-16
12. PERFICIENT INC COM   2023-11-24 2024-07-16
10. PERFICIENT INC COM   2023-06-16 2024-07-16
24. PERSIMMON UNSPONSORD ADR   2024-03-21 2024-07-16
13. PROCTER & GAMBLE CO COM     2024-07-16
125. RECRUIT HOLDINGS CO LTD UNSPONSORD ADR     2024-07-16
30. VEECO INSTRS INC DEL COM     2024-07-16
8. VISA INC COM CL A     2024-07-16
17. WILLSCOT HOLDINGS CORPORATION   2023-11-24 2024-07-16
26. PERION NETWORK LTD SHS NEW   2022-11-17 2024-07-16
.7 AIR LIQUIDE ADR   2020-12-04 2024-07-24
8. APPLE INC COM     2024-09-12
6. ASHTEAD GROUP PLC UNSPONSORED ADR     2024-09-12
7. CBRE GROUP INC CL A     2024-09-12
13. CHESAPEAKE UTILITIES CORP COM     2024-09-12
20. COMCAST CORP CL A   2016-02-22 2024-09-12
11. DARDEN RESTAURANTS INC COM     2024-09-12
44. DOUBLEVERIFY HLDGS INC COM     2024-09-12
8. ENPHASE ENERGY INC COM     2024-09-12
110. ERICSSON AMERICAN DEPOSITORY SHARES   2023-11-24 2024-09-12
9. FORTREA HLDGS INC COMMON STOCK     2024-09-12
60.689 GUGGENHEIM MACRO OPPORTUNITIES FUND CLASS I   2019-04-11 2024-09-12
29. ISHARES TR CORE MSCI EAFE ETF   2017-12-06 2024-09-12
7. JOHN BEAN TECHNOLOGIES CORP COM   2023-11-24 2024-09-12
5. KEYSIGHT TECHNOLOGIES INC COM   2024-02-28 2024-09-12
59. KION GROUP AG ADR   2024-03-21 2024-09-12
3. ELI LILLY & CO COM   2021-12-08 2024-09-12
5. MCDONALDS CORP COM   2020-07-22 2024-09-12
4. MOTOROLA SOLUTIONS INC COM NEW   2020-07-22 2024-09-12
10. NATL BANK OF CANADA COM   2020-12-04 2024-09-12
29. NEWMONT MNG CORP HOLDING C   2020-07-22 2024-09-12
22. NVIDIA CORP COM   2017-10-23 2024-09-12
7. PHILIP MORRIS INTL INC COM     2024-09-12
9. QUANTA SVCS INC COM     2024-09-12
1. RESMED INC COM   2023-11-24 2024-09-12
4. RESMED INC COM   2020-03-30 2024-09-12
3. SYNOPSYS INC COM   2023-01-09 2024-09-12
29. TANGER INC   2023-11-24 2024-09-12
9. WINTRUST FINL CORP COM   2022-01-25 2024-09-12
27. ZURICH INS GROUP LTD SPONSORED ADR   2020-08-19 2024-09-12
13. MEDTRONIC PLC SHS     2024-09-12
4. STERIS PLC SHS USD   2020-03-16 2024-09-12
22. LYONDELLBASELL INDUSTRIES N V SHS A     2024-09-12
11. PERFICIENT INC COM   2023-12-15 2024-10-03
15000. DISNEY WALT CO SR GLBL 2.20% DTD 05/13/2020 DUE 01/13/2028   2020-08-24 2024-10-24
15000. JANUS HENDERSON GROUP PLC SR GLBL NT 4.875% DTD 07/31/2015 DUE     2024-11-07
43. ADMA BIOLOGICS INC COM   2024-07-16 2024-11-26
6. ATKORE INC COM   2024-07-16 2024-11-26
7. ATKORE INC COM   2022-03-04 2024-11-26
4. AVERY DENNISON CORP COM   2023-06-16 2024-11-26
4. BERKSHIRE HATHAWAY INC DEL CL B NEW     2024-11-26
2. BLACKROCK INC COM   2020-07-22 2024-11-26
9. BROADCOM INC COM   2017-10-23 2024-11-26
5. CHARLES RIV LABORATORIES INTL INC COM   2024-09-12 2024-11-26
4. CHARLES RIV LABORATORIES INTL INC COM   2022-06-13 2024-11-26
5. CLEAN HBRS INC COM     2024-11-26
29. COUCHBASE INC COM   2024-03-21 2024-11-26
7. DECKERS OUTDOOR CORP   2021-12-08 2024-11-26
8. ENTEGRIS INC COM   2024-09-12 2024-11-26
7. ENTEGRIS INC COM   2023-11-24 2024-11-26
8. HARTFORD FINL SVCS GROUP INC COM   2016-04-05 2024-11-26
3. HOME DEPOT INC COM     2024-11-26
5. HONEYWELL INTERNATIONAL INC COM     2024-11-26
4. INSTALLED BLDG PRODS INC COM   2024-01-23 2024-11-26
114. ISHARES CORE S&P MID-CAP ETF   2022-04-04 2024-11-26
21. KROGER CO COMMON STOCK     2024-11-26
11. LATTICE SEMICONDUCTOR CORP COM   2024-01-23 2024-11-26
4. MICROSOFT CORP COM     2024-11-26
7. CHORD ENERGY CORPORATION   2022-12-07 2024-11-26
6. PROLOGIS INC COM   2016-04-05 2024-11-26
2. SAIA INC COM   2022-06-22 2024-11-26
21. SYNOVUS FINL CORP COM NEW   2024-02-28 2024-11-26
6. TESLA, INC   2021-01-19 2024-11-26
3. ULTA BEAUTY, INC   2020-07-22 2024-11-26
6. VALERO ENERGY CORP NEW COM     2024-11-26
9. ABBVIE INC COM   2016-04-05 2024-12-23
3. AIR PRODS & CHEMS INC COM   2020-07-22 2024-12-23
6. ALPHABET INC CAP STK CL C   2021-01-19 2024-12-23
9. ALPHABET INC CAP STK CL A   2018-01-03 2024-12-23
12. AMAZON.COM INC COM     2024-12-23
8. AMERICAN ELEC PWR INC COM   2016-04-05 2024-12-23
14. APPLE INC COM   2020-03-10 2024-12-23
7. AXCELIS TECHNOLOGIES INC COM NEW   2024-03-21 2024-12-23
31. BNP PARIBAS SPONSORED ADR REPSTG 1/2 SH     2024-12-23
23. BANK OF AMERICA CORPORATION COM     2024-12-23
37. BLOOMIN BRANDS INC COM     2024-12-23
30. CSX CORP COM     2024-12-23
10. CHEVRONTEXACO CORP COM     2024-12-23
13. COCA COLA CO COM     2024-12-23
39. COMCAST CORP CL A     2024-12-23
3. COSTCO WHSL CORP NEW COM   2019-04-11 2024-12-23
18. EASTMAN CHEMICAL CO     2024-12-23
9. ESSILOR LUXOTTICA     2024-12-23
5. EVERCORE INC   2024-02-28 2024-12-23
89. FRESENIUS SE & CO KGAA SPONSORED ADR   2022-06-08 2024-12-23
462.861 GOLDMAN SACHS EMERGING MARKETS EQUITY INSIGHTS FUND - IS #3169   2022-08-30 2024-12-23
375.917 GUGGENHEIM MACRO OPPORTUNITIES FUND CLASS I   2019-04-11 2024-12-23
10. HOLOGIC INC COM   2024-01-23 2024-12-23
10. HOLOGIC INC COM   2023-06-16 2024-12-23
4. INTUIT COM     2024-12-23
96. ISHARES TR CORE MSCI EAFE ETF   2017-12-06 2024-12-23
10. JOHNSON & JOHNSON COM     2024-12-23
4. L3HARRIS TECHNOLOGIES INC COM     2024-12-23
27. LAM RESEARCH CORP COM NEW     2024-12-23
5. MICROSOFT CORP COM     2024-12-23
11. NEXTERA ENERGY INC COM     2024-12-23
24. NVIDIA CORP COM   2017-10-23 2024-12-23
15. PAYPAL HLDGS INC COM     2024-12-23
2. POOL CORPORATION COM   2024-02-28 2024-12-23
2. POOL CORPORATION COM   2022-12-07 2024-12-23
17. PRUDENTIAL FINANCIAL INC COM   2022-03-24 2024-12-23
51.055 T ROWE PRICE INTERNATIONAL DISCOVERY FUND #38   2019-04-11 2024-12-23
3. S&P GLOBAL INC COM     2024-12-23
5. SNAP-ON INC COM   2019-01-31 2024-12-23
14. TJX COS INC NEW COM     2024-12-23
7. TAIWAN SEMICONDUCTOR MFG CO LTD SPONSORED ADR   2020-06-25 2024-12-23
35. TENABLE HLDGS INC COM     2024-12-23
9. UNION PACIFIC CORP COM     2024-12-23
10. UNITED PARCEL SERVICE CL B COM   2020-07-22 2024-12-23
3. UNITEDHEALTH GROUP INC COM     2024-12-23
3. VERTEX PHARMACEUTICALS INC COM   2020-07-22 2024-12-23
4. FABRINET SHS   2024-01-23 2024-12-23
29. GOLAR LNG LTD SHS   2023-06-16 2024-12-23
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,040   860 180
b 1,300   1,385 -85
c 692   630 62
d 865   748 117
e 713   616 97
809   724 85
2,249   734 1,515
772   186 586
741   514 227
1,483   297 1,186
1,212   1,260 -48
1,000   812 188
691   358 333
703   697 6
1,822   852 970
947   607 340
1,089   338 751
1,738   1,691 47
1,120   614 506
2,711   897 1,814
2,373   1,741 632
847   769 78
1,281   1,109 172
753   495 258
1,342   1,717 -375
2,435   1,738 697
1,304   747 557
1,414   1,148 266
1,457   755 702
757   727 30
608   439 169
1,106   1,138 -32
1,398   1,210 188
1,947   422 1,525
969   920 49
3,021   2,913 108
1,343   1,167 176
1,438   1,522 -84
1,888   874 1,014
2,148   1,954 194
2,265   520 1,745
1,178   1,133 45
1,912   1,423 489
896   468 428
1,615   1,456 159
1,099   942 157
1,789   862 927
943   885 58
960   280 680
1,568   99 1,469
2,174   1,877 297
1,907   327 1,580
993   659 334
731   730 1
1,129   345 784
1,491   970 521
798   806 -8
665   543 122
851   695 156
1,714   1,596 118
1,425   830 595
1,113   970 143
1,377   1,852 -475
786   828 -42
1,622   1,729 -107
134   109 25
1,073   678 395
732   759 -27
677   740 -63
1,573   1,533 40
861   762 99
1,051   987 64
710   751 -41
2,312   1,365 947
1,352   1,077 275
644   705 -61
603   719 -116
362   682 -320
508   733 -225
373   697 -324
26   25 1
6,875   6,630 245
1,222   598 624
807   877 -70
751   487 264
792   750 42
872   1,654 -782
2,764   2,475 289
2,002   1,759 243
1,321   677 644
1,989   2,103 -114
1,111   1,459 -348
676   1,393 -717
1,191   1,124 67
1,092   792 300
1,330   858 472
6   4 2
1,024   656 368
1,849   2,317 -468
1,686   817 869
1,585   554 1,031
1,296   631 665
705   624 81
1,939   1,442 497
2,105   654 1,451
1,197   818 379
1,463   932 531
2,172   318 1,854
717   948 -231
864   782 82
236   214 22
2,007   1,828 179
1,442   265 1,177
1,137   521 616
1,043   741 302
1,461   370 1,091
1,282   942 340
3,806   3,306 500
2,549   697 1,852
644   862 -218
1,958   1,695 263
3,576   1,705 1,871
1,765   70 1,695
1,421   438 983
643   716 -73
482   931 -449
901   747 154
751   770 -19
931   816 115
2,164   1,533 631
1,470   1,021 449
1,400   890 510
2,142   867 1,275
688   648 40
230   663 -433
25   19 6
1,783   580 1,203
1,658   1,607 51
823   602 221
1,563   1,590 -27
780   582 198
1,743   1,712 31
771   1,521 -750
853   1,776 -923
799   553 246
186   231 -45
1,508   1,578 -70
2,194   1,889 305
607   751 -144
745   769 -24
508   818 -310
2,797   729 2,068
1,457   993 464
1,754   565 1,189
938   564 374
1,539   1,892 -353
2,642   109 2,533
867   510 357
2,424   720 1,704
251   154 97
1,006   619 387
1,477   985 492
912   735 177
924   888 36
798   504 294
1,170   1,003 167
982   502 480
2,062   1,817 245
836   737 99
14,043   15,396 -1,353
15,006   15,132 -126
922   590 332
580   911 -331
676   703 -27
822   679 143
1,905   572 1,333
2,047   1,158 889
1,478   220 1,258
985   971 14
788   848 -60
1,300   545 755
599   810 -211
1,364   473 891
836   873 -37
732   732  
976   369 607
1,286   578 708
1,155   942 213
908   757 151
7,689   6,134 1,555
1,265   973 292
619   767 -148
1,706   1,161 545
889   929 -40
700   265 435
1,108   345 763
1,220   785 435
2,046   1,674 372
1,080   615 465
833   604 229
1,593   525 1,068
876   881 -5
1,173   541 632
1,746   492 1,254
2,709   1,899 810
739   526 213
3,555   958 2,597
492   818 -326
926   913 13
1,003   513 490
416   827 -411
959   751 208
1,425   1,201 224
803   818 -15
1,477   1,154 323
2,841   725 2,116
1,638   1,799 -161
1,087   832 255
1,374   921 453
771   744 27
4,041   3,735 306
9,274   9,774 -500
721   744 -23
721   814 -93
2,547   2,185 362
6,730   6,253 477
1,442   1,558 -116
849   467 382
1,987   1,669 318
2,179   1,641 538
791   760 31
3,334   119 3,215
1,298   1,649 -351
689   781 -92
689   644 45
2,008   2,028 -20
3,200   3,219 -19
1,486   1,124 362
1,719   826 893
1,693   847 846
1,454   397 1,057
1,432   1,525 -93
2,039   716 1,323
1,248   1,185 63
1,522   414 1,108
1,200   872 328
884   812 72
1,217   626 591
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
      1,068
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       180
b       -85
c       62
d       117
e       97
      85
      1,515
      586
      227
      1,186
      -48
      188
      333
      6
      970
      340
      751
      47
      506
      1,814
      632
      78
      172
      258
      -375
      697
      557
      266
      702
      30
      169
      -32
      188
      1,525
      49
      108
      176
      -84
      1,014
      194
      1,745
      45
      489
      428
      159
      157
      927
      58
      680
      1,469
      297
      1,580
      334
      1
      784
      521
      -8
      122
      156
      118
      595
      143
      -475
      -42
      -107
      25
      395
      -27
      -63
      40
      99
      64
      -41
      947
      275
      -61
      -116
      -320
      -225
      -324
      1
      245
      624
      -70
      264
      42
      -782
      289
      243
      644
      -114
      -348
      -717
      67
      300
      472
      2
      368
      -468
      869
      1,031
      665
      81
      497
      1,451
      379
      531
      1,854
      -231
      82
      22
      179
      1,177
      616
      302
      1,091
      340
      500
      1,852
      -218
      263
      1,871
      1,695
      983
      -73
      -449
      154
      -19
      115
      631
      449
      510
      1,275
      40
      -433
      6
      1,203
      51
      221
      -27
      198
      31
      -750
      -923
      246
      -45
      -70
      305
      -144
      -24
      -310
      2,068
      464
      1,189
      374
      -353
      2,533
      357
      1,704
      97
      387
      492
      177
      36
      294
      167
      480
      245
      99
      -1,353
      -126
      332
      -331
      -27
      143
      1,333
      889
      1,258
      14
      -60
      755
      -211
      891
      -37
       
      607
      708
      213
      151
      1,555
      292
      -148
      545
      -40
      435
      763
      435
      372
      465
      229
      1,068
      -5
      632
      1,254
      810
      213
      2,597
      -326
      13
      490
      -411
      208
      224
      -15
      323
      2,116
      -161
      255
      453
      27
      306
      -500
      -23
      -93
      362
      477
      -116
      382
      318
      538
      31
      3,215
      -351
      -92
      45
      -20
      -19
      362
      893
      846
      1,057
      -93
      1,323
      63
      1,108
      328
      72
      591
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 89,862
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,556
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,556
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,556
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 612
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.............. 7 612
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 9 944
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 arrowKS
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowJAMIE YUNGCLAS, TAX LIAISON Telephone no.right arrow (316) 383-1556

Located atright arrowTRUST TAX DEPT P O BOX ONEWICHITAKS ZIP+4right arrow67201
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
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
INTRUST Bank NA TRUSTEE
1
22,329    
P O BOX ONE
WICHITA,KS67201
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
1,540,250
b
Average of monthly cash balances.......................
1b
39,690
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,579,940
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
1,579,940
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
23,699
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,556,241
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
77,812
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
77,812
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,556
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,556
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
76,256
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
76,256
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
76,256
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
90,302
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
90,302
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 76,256
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 51,569
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$ 90,302
a Applied to 2023, but not more than line 2a 51,569
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..... 38,733
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 ..........
37,523
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).)
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 e-mail address of the person to whom applications should be addressed:
INTRUST BANK NA
P O BOX ONE
WICHITA,KS67201
(316) 383-1556
bThe form in which applications should be submitted and information and materials they should include:
NO SPECIFIC FORM
cAny submission deadlines:
NO DEADLINE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
TO PROVIDE FOR LESS FORTUNATE PEOPLE, WITH PARTICULAR EMPHASIS ON WOMEN IN CRISIS, AIDS RESEARCH & ORGANIZATIONS THAT PROVIDE FOOD,
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

CATHOLIC CHARITIES

437 N TOPEKA
WICHITA,KS67202
NONE PUBLIC DAILY BREAD FOOD PANTRY 9,500

HOPE STREET YOUTH DEVELOPMENT

1157 N PIATT
WICHITA,KS67214
NONE PUBLIC SUPPORT OF ACADEMIC PROGRAM 10,000

DEAR NEIGHBOR MINISTRIES

1329 S BLUFFVIEW DR
WICHITA,KS67218
NONE PUBLIC ASSISTANCE PROGRAMS 7,500

VIA CHRISTI FOUNDATION

1100 N ST FRANCIS STE 100
WICHITA,KS67214
NONE PUBLIC FRESH START BAG PROJECT 5,600

WICHITA AREA SEXUAL ASSAULT CENTERISSUE

355 N WACO AVE 100
WICHITA,KS67202
NONE PUBLIC GRANT SUPPORT 5,000

CHILDREN FIRST

PO BOX 2385
WICHITA,KS67201
NONE PUBLIC GRANT SUPPORT 5,000

HOPE RISING

2250 N ROCK RD STE 118 PMB 266
WICHITA,KS672262325
NONE PUBLIC GRANT SUPPORT 5,000

KANSAS SOCIETY FOR CHILDREN

100 N MAIN ST
WICHITA,KS67202
NONE PUBLIC GRANT SUPPORT 5,000

STEPSTONE INC

1329 S BLUFFVIEW DR
WICHITA,KS67218
NONE PUBLIC GRANT SUPPORT 5,000

HIS HELPING HANDS

1441 E 37TH ST N
WICHITA,KS67219
NONE PUBLIC GRANT SUPPORT 5,000

HOLY FAMILY MEDICAL INC

144 S HILLSIDE ST
WICHITA,KS67211
NONE PUBLIC GRANT SUPPORT 6,000

CENTER FOR BEHAVIORAL HEALTH

1333 N BROADWAY ST
WICHITA,KS67214
NONE PUBLIC GRANT SUPPORT 5,000
Total .................................right arrow 3a 73,600
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 ...........
    14 9,358  
4 Dividends and interest from securities ....     14 31,694  
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 89,862  
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) ..   131,333  
13Total. Add line 12, columns (b), (d), and (e)..................
13
131,333
(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:
THE JESSICA GOOD EVANS CHARITABLE FOUNDATION
EIN:
43-6914311
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT & ACCOUNTING FEES (ALLOC 1,420 710   710

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE JESSICA GOOD EVANS CHARITABLE FOUNDATION
EIN:
43-6914311
Name of Bond End of Year Book Value End of Year Fair Market Value
CORP & GOVT DAILY ACCRUALS 121,717 118,087
CORPORATE INDUSTRIAL BONDS 171,192 164,363
CORPORATE UTILITIES BONDS 39,373 37,941
CORPORATE FOREIGN BONDS 21,458 19,382
OTHER BONDS 76,199 77,128

TY 2024 InvestmentsCorpStockSchedule
Name:
THE JESSICA GOOD EVANS CHARITABLE FOUNDATION
EIN:
43-6914311
Name of Stock End of Year Book Value End of Year Fair Market Value
COMMON STOCK - MATERIALS 16,942 14,665
COMMON STOCK - INDUSTRIALS 58,477 74,938
COMMON STOCK - COMMUNICATION 41,012 58,008
COMMON STOCK - CONSUMER DISCRE 58,429 78,638
COMMON STOCK - CONSUMER STAPLE 44,105 43,728
COMMON STOCK - ENERGY 22,593 27,742
COMMON STOCK - FINANCIAL 76,273 107,237
COMMON STOCK - HEALTHCARE 83,662 96,714
COMMON STOCK - TECHNOLOGY 111,057 191,412
COMMON STOCK - REAL ESTATE 13,548 14,869
COMMON STOCK - UTILITIES 12,909 17,960
INTERNATIONAL EQUITY FUNDS 105,454 108,870
EQUITY EXCHANGE TRADED FUNDS 151,598 170,581
PREFERRED STOCK 22,663 19,630

TY 2024 InvestmentsGovtObligationsSch
Name:
THE JESSICA GOOD EVANS CHARITABLE FOUNDATION
EIN:
43-6914311
US Government Securities - End of Year Book Value:

57,933
US Government Securities - End of Year Fair Market Value:

58,436
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 OtherExpensesSchedule
Name:
THE JESSICA GOOD EVANS CHARITABLE FOUNDATION
EIN:
43-6914311
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 1 1   0
OTHER EXPENSE (NON-DEDUCTIBLE 144 144   0


TY 2024 OtherIncomeSchedule2
Name:
THE JESSICA GOOD EVANS CHARITABLE FOUNDATION
EIN:
43-6914311
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER REVENUE 419 419  


TY 2024 OtherIncreasesSchedule
Name:
THE JESSICA GOOD EVANS CHARITABLE FOUNDATION
EIN:
43-6914311
Description Amount
NONDIVIDEND DISTRIBUTION 244


TY 2024 TaxesSchedule
Name:
THE JESSICA GOOD EVANS CHARITABLE FOUNDATION
EIN:
43-6914311
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 696 696   0
FEDERAL TAX PAYMENT - PRIOR YE 137 137   0
FEDERAL ESTIMATES - PRINCIPAL 612 612   0
FOREIGN TAXES ON QUALIFIED FOR 806 806   0
FOREIGN TAXES ON NONQUALIFIED 274 274   0