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
GEORGE H DUNKLIN JR CHARITABLE
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)1869 HWY 152
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HUMPHREY, AR72073
A Employer identification number

68-6213253
B Telephone number (see instructions)

(870) 946-4549
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$12,616,636J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 223,597 223,036  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 339,145
b Gross sales price for all assets on line 6a 2,780,057
7 Capital gain net income (from Part IV, line 2)... 339,145
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
104,299 104,299  
12 Total. Add lines 1 through 11........ 667,041 666,480  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
32,420 16,210   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
11,808 11,808   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
50,641 50,641   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 94,869 78,659   0
25 Contributions, gifts, grants paid....... 16,373,960 16,373,960
26 Total expenses and disbursements. Add lines 24 and 25 16,468,829 78,659   16,373,960
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -15,801,788
b Net investment income (if negative, enter -0-) 587,821
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............. 71,673 503,830 503,830
2 Savings and temporary cash investments......... 786,653 278,926 278,926
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)      
b Investments—corporate stock (attach schedule)....... 3,408,346 Click to see attachment
List of Attached Documents:
// Content
2,420,834 		3,776,520
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 14,287,501 Click to see attachment
List of Attached Documents:
// Content
5,538,519 		8,057,360
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) 18,554,173 8,742,109 12,616,636
Liabilities 17 Accounts payable and accrued expenses.......... 3,000 4,535
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)......... 3,000 4,535
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 18,551,173 8,737,574
29 Total net assets or fund balances (see instructions)..... 18,551,173 8,737,574
30 Total liabilities and net assets/fund balances (see instructions). 18,554,173 8,742,109
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
18,551,173
2
Enter amount from Part I, line 27a .....................
2
-15,801,788
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
6,051,869
4
Add lines 1, 2, and 3 ..........................
4
8,801,254
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
63,680
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,737,574
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 243000 FIVE STAR BK ROSEVILLE P 2023-11-03 2024-02-12
b 243000 ORGIN BK CHOUNDRANT LA P 2024-02-16 2024-08-23
c 248000 PEOPLESBANK HOLYOKE MASS P 2024-02-16 2024-04-01
d 246000 PEOPLES BK MARIETTA OHIO P 2023-11-03 2024-02-09
e 37 AMRC AVNT SC ETF P 2023-10-27 2024-08-20
183.6 BRIDGE BUILDER CORE BOND P 2024-01-01 2024-03-27
257.409 BRIDGE BUILDER CORE PLUS BOND P 2024-01-31 2024-03-27
25.581 AMERICAN INTL GROWTH & INC F3 P 2024-01-01 2024-03-27
7 ISH RS MD-C ETF P 2024-03-27 2024-08-20
273 AMRC AVT SC ETF P 2023-10-27 2024-10-31
496 ARTISAN INTL VALUE I P 2022-04-04 2024-08-20
1030 BRIDGE BUILDER CORE BOND P 2017-08-18 2024-03-27
3372 BRIDGE BUILDER LARGE GROWTH P 2022-06-21 2024-08-20
535 BRIDGE BUILDER LARGE VALUE P 2023-01-01 2024-08-20
611 BRIDGE BUILDER SMALL MID GRW P 2021-12-22 2024-08-20
428 BRIDGE BUILDER SMALL MID VALUE P 2022-12-22 2024-08-20
5125 BRIDGE BUILDER INTL EQUITY P 2018-07-11 2024-03-27
667 BRIDGE BUILDER CORE PLUS BOND P 2021-03-12 2024-08-20
43 DODGE & COX STOCK I P 2015-10-06 2024-08-20
252 AMERICAN FUNDAMENTASL INV F3 P 2015-10-06 2024-08-20
1113 AMERICAN INTL GROWTH & INC F3 P 2021-09-24 2024-03-27
85 MFS VALUE R6 P 2022-12-15 2024-08-20
291 NB MID CAP GROWTH I P 2022-04-04 2024-08-20
229 PRIMECAP ODYSSEY STOCK P 2022-04-04 2024-08-20
51 TRP INTERNATIONAL DISCO P 2021-12-16 2024-08-20
607 TRP INTERNATIONAL STOCK I P 2020-05-28 2024-08-20
1 ISH RS M GRW ETF P 2024-06-14 2024-08-20
1 ISH RSL 1000 P 2024-06-14 2024-08-20
9 ISH MSCI GRW ETF P 2024-06-14 2024-08-20
8 JOHNSON & JOHNSON P 2024-06-03 2024-11-15
128 ABBOTT LABORATORIES P 2023-01-01 2024-11-22
31 CHEVRON CORP P 2023-01-01 2024-11-22
17 FEDEX CORP P 2023-01-01 2024-11-22
270 JOHNSON & JOHNSON P 2023-01-01 2024-11-15
125 PEPSICO INC P 2023-01-01 2024-11-22
500 SOUTHWEST AIRLINES CO P 2020-04-30 2024-11-15
105 UNITED PARCEL SERVICE INC CL B P 2020-04-09 2024-11-15
168 AIA GROUP LTD P 2016-01-01 2024-07-22
195 ATS CORP CDA P 2023-12-14 2024-03-25
2 ABBOT LABORATORIES P 2023-11-13 2024-01-11
11 ADOBE INC P 2024-01-01 2024-12-26
29 ADVANCED MICRO DEVICES INC P 2024-01-01 2024-12-26
11 ADVANCED DRAIN SYS INC DEL P 2023-06-30 2024-01-04
7 AIR LIQUIDE P 2024-03-25 2024-07-22
28 AIR PRODUCTS & CHEMICALS P 2023-12-14 2024-05-15
69 AKZO NOBEL N P 2024-04-03 2024-11-25
46 ALEXANDRIA REAL ESTATE P 2023-12-14 2024-03-25
44 AMERICAN CORP P 2024-01-01 2024-02-16
50 AMERICOLD REALTY TRUST INC P 2023-12-14 2024-02-16
47 APPLE INC P 2024-02-05 2024-04-18
18 APPLOVIN P 2024-03-19 2024-03-25
6 ARGENX SE ADR P 2024-01-16 2024-03-25
32 ARMSTRONG WORLD INDS INC NEW P 2024-03-25 2024-06-21
70 ASHLAND INC P 2024-01-01 2024-03-25
4 ASTRAZENECA PLC P 2024-04-30 2024-11-25
ATKORE P 2023-12-14 2024-03-25
AVANTOR INC P 2024-01-01 2024-03-25
AVERY DENNISON P 2024-09-30 2024-10-24
BAE SYSTEMS P 2024-01-01 2024-03-25
BNP PARIBAS P 2024-03-25 2024-11-25
BAKER HUGHES P 2024-01-01 2024-03-25
BALL CORP P 2024-03-25 2024-11-25
BANCO BRADESCO P 2024-10-01 2024-12-26
BAYER A G ADR P 2024-01-16 2024-02-16
BELLRING BRANDS INC P 2024-03-25 2024-04-30
BIO-TECHNE CORP P 2023-11-13 2024-03-25
BLACKSTONE INC P 2024-02-13 2024-08-30
BLUE OWL CAP INC P 2024-01-01 2024-03-25
BOEING CO P 2023-12-14 2024-04-18
BROADCOM P 2024-04-15 2024-10-31
BROWN FORMAN CORP CL B P 2024-07-22 2024-12-26
BRUKER BIOSCIENCES CORP P 2024-03-25 2024-10-24
CAE INC P 2024-03-18 2024-03-25
CBRE GROOUP INC CL A P 2024-03-25 2024-04-18
CDW CORP P 2024-01-31 2024-08-30
CME GROUP INC P 2024-04-24 2024-06-21
CSL LTD P 2023-12-14 2024-04-18
CVS HEALTH CORP P 2023-12-03 2024-04-11
COTERRA ENERGY INC P 2024-01-01 2024-03-25
CANDIAN PAC KANS CITY P 2024-06-21 2024-12-26
CAPGEMINI S E ADR P 2024-07-22 2024-10-24
CARMAX INC P 2024-03-25 2024-08-09
CASEYS GENERAL STORES P 2024-02-29 2024-03-25
CHEVRON CORP P 2024-01-16 2024-06-28
CISCO SYSTEMS INC P 2023-02-10 2024-01-12
CLEAN HARBORS INC P 2024-01-01 2024-03-25
COMBAST CORP CL A P 2023-10-12 2024-01-11
COMMERCE BANCSHARES INC P 2023-10-12 2024-07-19
COMPAIGNIE FINACIERE RICHEMONT P 2024-03-05 2024-11-25
COPART INC P 2024-03-25 2024-07-22
COSTAR GROUP INC P 2023-03-21 2024-06-21
CROWN CASTLE INC P 2024-03-25 2024-12-26
CROWN HOLDINGS INC P 2024-03-25 2024-03-25
DFA INTL SMALL COMPANY I P 2024-11-08 2024-11-08
DTE ENERGY CO P 2024-01-01 2024-03-25
DAIKIN INDUSTRIES LTD P 2024-04-18 2024-10-24
DAIICHI SANYO CO LTD P 2024-05-20 2024-10-24
DANAHER CORP P 2023-12-14 2024-08-30
DIAGEO PLC ADR P 2024-07-22 2024-11-25
DIAMONDBACK ENERGY P 2024-01-01 2024-03-25
WALT DISNEY CO P 2023-10-12 2024-05-30
DOLLAR TREE INC P 2024-03-25 2024-09-23
DOXIMITY INC CL A P 2023-10-12 2024-02-06
ENI SPA ADR P 2024-07-22 2024-12-26
EQT CORP COM P 2024-03-12 2024-03-25
EASTMAN CHEMICAL CO P 2024-01-01 2024-03-25
ASPEN TECHNOLOGY P 2024-01-01 2024-03-25
ENDEAVOR GROUP HOLD P 2024-01-01 2024-03-25
ENTEGRIS INC P 2024-03-25 2024-12-26
ETSY INC P 2024-09-23 2024-03-25
EVERSOURCE ENERGY P 2023-10-12 2024-03-25
EXPEDIA INC P 2023-10-12 2024-03-25
EXXON MOBILE CORP P 2024-01-01 2024-12-26
FIFTH THIRD BANCORP P 2024-01-01 2024-03-25
FIVE BELOW INC P 2023-10-12 2024-03-25
FRESHWORKS INC P 2024-01-01 2024-03-25
FUJITSU LTD ADR P 2024-04-23 2024-06-21
GLENCOR PLC ADR P 2024-10-24 2024-12-26
GOLDMAN SACHS GROUP IN P 2023-11-13 2024-03-25
HDFC BANK LTD ADR REPSTG P 2023-03-02 2024-02-16
HARTFORD FINANCIAL SVC GROUP P 2024-01-01 2024-03-25
HASBRO INC P 2024-03-25 2024-12-23
HEINEKEN NV SPONS ADR P 2023-12-19 2024-10-24
HESS CORP P 2023-12-14 2024-05-15
HITACHI LTD ADR P 2024-03-25 2024-04-23
HOME DEPOT INC P 2024-01-01 2024-04-18
HONEYWELL INTERNATIONAL P 2023-10-12 2024-10-03
HOULIHAN LOKEY INC P 2023-06-08 2024-03-25
HUMANA INC P 2024-05-20 2024-06-11
IDEXX LABS INC P 2023-10-12 2024-03-25
ING GROEP N V ADR P 2024-01-01 2024-11-25
INTEL CORP P 2024-11-06 2024-12-26
INTERCONTIENTAL HOTELS GROUP P 2024-04-03 2024-08-27
IBM P 2023-06-01 2024-03-25
IQVIA HOLDINGS INC P 2024-07-15 2024-11-20
ISH CORE S&P 500 P 2023-10-12 2024-06-26
ISH MSCI EAFE P 2024-06-21 2024-10-24
ISH RS MD-C ETF P 2024-10-24 2024-11-11
ISHAR CO SP ETF P 2024-03-28 2024-04-05
ISH COR MSCI ETF P 2024-01-16 2024-01-16
JOHNSON & JOHNSON P 2023-12-14 2024-10-31
KKR & CO INC P 2023-10-11 2024-03-25
KDDI CORP ADR P 2024-03-25 2024-05-20
KEYSIGHT TECHNOLOGIES INC P 2024-01-01 2024-06-21
KUBOTA LTD P 2024-01-16 2024-05-28
LVMH MOET HENNESSY LOUIS ADR P 2024-02-29 2024-08-22
LAMB WESTON HOLDINGS INC P 2024-05-20 2024-07-22
ESTEE LAUDER COS INC CL A P 2023-11-13 2024-08-22
LENNOX INTERNATIONAL INC P 2024-11-11 2024-11-12
LLOYDS TSB GROUP PLC SPON ADR P 2023-10-12 2023-10-12
MARVELL TECHNOLOGY INC P 2023-12-14 2024-01-01
MASONITE INTL CORP NEW P 2023-12-14 2023-12-14
MCDONALDS CORP P 2024-03-28 2024-03-28
MICROSOFT CORP P 2024-07-26 2024-10-14
MITSUBISHI UFJ FINANCIAL GROUP P 2024-03-25 2024-06-21
MOELIS & CO CLASS A P 2024-03-25 2024-04-18
NCR VOYIX CORP P 2024-01-01 2024-03-18
NCR ATLEOS CORP P 2023-07-10 2024-03-15
2NNN REIT INC P 2024-01-01 2024-03-25
NATWEST GROUP PLC P 2023-12-14 2024-01-16
NESTLE S A ADR P 2024-10-24 2024-11-25
NEWMARKET CORP P 2024-03-25 2024-10-24
NIKE INC CL B P 2024-08-22 2024-11-25
NINTENDO LTD ADR P 2024-02-06 2024-04-18
NORDSON CORP P 2024-03-22 2024-06-21
NORFOLK SOUTHERN CORP P 2023-10-12 2024-09-06
NOVO NORDISK A S ADR P 2024-09-24 2024-10-24
NVIDIA CORP P 2024-01-11 2024-03-25
OLD DOMINION FREIGHT LINE INC P 2024-07-22 2024-12-26
PPL CORP P 2024-01-01 2024-03-25
PTC INC P 2024-01-01 2024-03-25
PEPSICO INC P 2023-11-13 2024-01-11
PERFORMANC FOOD GROUP CO P 2024-02-29 2024-03-20
PINTEREST INC P 2024-01-01 2024-03-25
PIONEER NATURAL RESOURCES CO P 2023-08-10 2024-02-28
POOL CORP P 2024-03-25 2024-07-22
PROGRESSIVE CORP P 2023-08-17 2024-03-25
PROLOGIS INC P 2024-05-21 2024-12-24
RAYMOND JAMES FINANCIAL INC P 2024-01-01 2024-03-25
RTX CORP P 2023-09-11 2024-04-24
REGAL REXNORD CORPORATION P 2023-05-08 2024-03-19
RENESAS ELECTRONICS CORP P 2024-01-01 2024-09-23
RESIDEO TENCHNOLOGIES INC P 2023-09-11 2024-03-25
ROCHE HOLDING LTD ADR P 2024-04-18 2024-12-18
ROCKWELL AUTOMATION INC P 2024-04-15 2024-05-20
ROSS STORES INC P 2023-06-08 2024-03-25
SMC ORP JAPAN SOPNSORED ADR P 2024-10-29 2024-12-26
SPDR S&P 500 ETF P 2024-06-26 2024-11-29
CHARLES SCHWAB CORP P 2024-05-30 2024-07-22
SERVICE CORP INTERNATIONAL P 2024-01-01 2024-03-25
SERVICENOW INC P 2024-05-15 2024-11-04
SEVEN & I HLDGS CO LTD ADR P 2023-08-10 2024-07-22
SHIN ETSU CHEM CO LTD ADR P 2024-07-02 2024-12-26
SKYWORKS SOULUTIONS INC P 2024-03-25 2024-11-25
JM SMUCKER CO P 2023-12-18 2024-02-05
SNOWFLAKE INC P 2024-03-04 2024-06-05
STARBUCKS CORP P 2024-10-03 2024-12-26
SUN COMMUNITIES INC P 2024-01-01 2024-03-25
SYMRISE AG ADR P 2024-03-25 2024-11-25
SYSCO CORP P 2023-11-13 2024-11-07
TAIWAN SEMICONDCTOR MFG P 2024-04-08 2024-04-23
TELEDYNE TECHNOLOGIES P 2024-01-01 2024-03-25
TELEFLEX INC P 2024-01-01 2024-03-25
THERMO FISHER SCIENTIFIC INC P 2023-12-14 2024-11-18
TOTALENERGIES SE P 2024-03-25 2024-11-25
TOYOTA MOTOR CORP P 2024-03-25 2024-10-24
US BANCORP P 2023-12-14 2024-03-25
ULTA BEAUTY INC P 2023-10-09 2024-03-25
UNIFIRST CORP P 2024-03-25 2024-06-21
UNITED HEALTH GROUP INC P 2024-09-24 2024-12-26
VULCAN MATERIALS CO P 2024-03-25 2024-08-22
WATERS CORP P 2024-03-25 2024-12-31
WILLSCOT HLDGS CORP P 2023-12-14 2024-03-25
WOODSIDE ENERGY GROUP LTD ADR P 2024-05-20 2024-12-26
ZOOM COMMUNICATIONS INC P 2024-02-22 2024-03-05
ARCH CAPITAL GROUP NEW P 2023-10-10 2005-03-25
ACCENTURE PLC IRELAND P 2024-01-01 2024-05-20
EVEREST GROUP LTD P 2023-07-27 2024-03-25
FERGUSON PLC NEW P 2024-01-01 2024-03-25
ICON PLC ORD P 2024-07-29 2024-12-26
LINDE PLC P 2024-03-25 2024-05-20
MEDTRONIC PLC P 2023-11-13 2024-12-26
APTIV PLC P 2023-12-14 2024-03-25
NOBLE CORP PLC P 2024-01-16 2011-03-25
STERIS PLC P 2024-01-01 2024-11-25
CHUBB LTD P 2023-11-02 2024-08-30
ASML HOLDING NV P 2024-04-22 2024-09-23
QIAGEN NV P 2023-10-12 2024-01-30
AIA GROUP LTD ADR P 2024-01-01 2024-04-18
API GROUP CORP P 2022-10-28 2024-03-25
ABBOT LABORATORIES P 2022-09-28 2024-01-11
ADIDAS-SALOMON AG P 2022-09-28 2024-05-28
ADVANCED DRAIN SYS INC DEL P 2022-11-15 2024-01-04
AIR LIQUIDE P 2022-09-28 2002-07-01
AIR PRODUCTS & CHEMICALS P 2022-10-28 2024-02-16
AKZO NOBEL N V P 2023-02-10 2024-10-01
ALPHABET INC CAP STK CL C P 2023-10-12 2024-11-04
ALPHABET INC CL A P 2023-02-03 2024-10-31
AMAZON.COM INC P 2023-02-03 2024-12-24
AMEREN CORP P 2022-10-28 2024-01-16
AMERICAN EXPRESS CO P 2022-10-28 2024-10-14
AMERICOLD REALTY TRUST INC P 2022-09-28 2024-03-12
AMPHENOL CORP CL A P 2023-02-10 2024-07-15
ANALOG DEVICES INC P 2023-02-10 2024-08-30
APPLIED MATERIALS INC P 2023-02-10 2024-08-28
AVANTOR INC P 2024-01-01 2024-03-25
AVERY DENNISON P 2023-02-10 2024-03-25
BAKER HUGHES CO P 2022-12-20 2024-03-25
BANK OF AMERICA CORP P 2023-05-08 2024-08-30
BENTLEY SYS INC P 2024-01-01 2024-03-25
BIO-TECHNE CORP P 2024-01-01 2024-03-25
BLACKROCK INC CL A P 2024-01-01 2024-03-25
BLACKROCK INC NEW P 2023-05-08 2024-11-04
BLUE OWL CAP INC P 2024-01-01 2024-03-25
BOSTON SCIENTIFIC CORP P 2022-10-28 2024-08-30
BRIDGE BUILDER INTL EQUITY P 2023-02-10 2024-11-04
5CASEYS GENERAL STORES INC P 2024-01-01 2024-03-25
CATERPILLAR INC P 2023-05-08 2024-09-06
CHEVRON CORP P 2024-01-01 2024-06-28
CISCO SYSTEMS INC P 2022-09-28 2024-01-21
CLEAN HARBORS INC P 2023-03-30 2024-04-12
CLP HOLDINGS LTD ADR P 2022-09-28 2014-12-23
COCA-COLA CO P 2022-09-28 2024-08-30
COMCAST CORP CL A P 2023-02-10 2024-07-29
COMMERCE BANCSHARES INC P 2024-01-01 2024-08-29
CONOCOPHILLIPS P 2023-06-08 2024-10-01
COSTAR GROUP INC P 2024-01-01 2024-03-25
COTY INC CLASS A P 2023-02-10 2024-03-25
DFA INTL SMALL COMPANY I P 2023-02-10 2024-12-06
DAIKIN INDUSTRIES LTD P 2024-01-01 2024-08-22
DIAGEO PLC ADR P 2024-01-01 2024-05-20
EQT CORP COM P 2024-01-01 2024-03-25
ENDEAVOR GROUP HOLD P 2023-02-10 2024-03-25
EXPEDIA INC P 2022-10-28 2024-03-25
EXXON MOBILE CORP P 2022-09-28 2024-05-03
FIVE BELOW INC P 2024-01-01 2024-03-25
FUJITSU LTD ADR P 2022-10-28 2024-02-13
GARTNER INC CL A P 2024-01-01 2024-03-25
GLENCORE PLC ADR P 2023-07-10 2024-11-25
GOLDMAN SACHS GROUP IN P 2023-11-13 2024-12-24
HDFC BANK LTD ADR REPSTG P 2023-02-10 2024-10-08
HARTFORD FINANCIAL SVC GROUP P 2024-01-01 2024-03-25
HEICO CORP P 2023-02-10 2024-09-11
HEINEKEN NV SPONS ADR P 2023-10-12 2024-12-26
HESS CORP P 2024-01-01 2024-04-08
HITACHI LTD ADR P 2022-10-28 2024-10-29
HOME DEPOT INC P 2022-10-28 2024-03-25
HONEYWELL INTERNATIONAL P 2022-09-28 2024-11-12
HOULIHAN LOKEY INC CL A P 2023-03-15 2024-04-01
IDEXX LABS INC P 2023-01-09 2024-03-25
INTERCONTINENTAL HOTELS GROUP P 2023-08-08 2024-08-27
02/10/23INTERCONTINENTAL EXCHANGE INC P 2023-02-10 2024-11-04
INTUIT P 2023-02-10 2024-03-25
INTUITIVE SURGICAL INC P 2024-01-01 2024-11-04
IQVIA HOLDINGS INC P 2023-06-08 2024-11-20
ISHAR COR SP ETF P 2023-02-10 2024-08-07
ISHR COR S P ETF P 2023-02-10 2024-10-07
KDDI CORP ADR P 2024-01-01 2024-06-21
KUBOTA LTD P 2023-02-10 2024-12-26
KYOCERA CORP P 2024-01-01 2024-05-28
ELI LILLY & CO P 2023-03-22 2024-03-25
LIVE NATION ENTERTAINMENT INC P 2024-01-01 2024-03-25
MARSH & MCLENNAN COS INC P 2022-10-28 2024-08-30
MARRIOTT INTERNATIONAL A P 2023-02-10 2024-05-15
MARVELL TECHNOLOGY INC P 2024-01-01 2024-12-03
MASONITE INTL CORP NEW P 2022-10-28 2024-02-29
MCDONALDS CORP P 2023-02-10 2024-11-04
MICROSOFT CORP P 2024-01-01 2024-10-24
MITSUBISHI UFJ FINANCIAL GROUP P 2022-10-28 2024-08-27
MONDELEZ INTERNATIONAL INC P 2023-02-10 2024-08-30
NCR VOYIX CORP P 2022-12-16 2024-03-25
NCR ATLEOS CORP P 2022-12-16 2024-03-15
NESTLE S A ADR P 2023-02-10 2024-11-25
NIKE INC CL B P 2024-01-01 2024-07-22
NOVO NORDISK A S ADR P 2023-02-10 2024-10-24
PNC FLNL SERVICE GROUP INC P 2023-04-06 2024-04-08
PEPSICO INC P 2022-09-28 2024-10-24
PERFORMANC FOOD GROUP CO P 2023-02-10 2024-03-25
PHILIP MORRIS INTL INC P 2024-01-01 2024-02-15
PIONEER NATURAL RESOURCES CO P 2022-09-28 2024-02-28
PROCTER & GAMBLE CO P 2022-10-28 2024-08-30
PROGRESSIVE CORP P 2024-01-01 2024-03-25
PROLOGIS INC P 2022-10-28 2024-12-24
REGAL REXNORD CORPORATION P 2022-10-28 2024-01-04
ROSS STORES INC P 2022-10-28 2024-04-01
RYANAIR HLDGS PLC P 2022-09-28 2024-09-30
S&P GLOBAL INC P 2023-02-10 2024-10-09
SMC ORP JAPAN SOPNSORED ADR P 2023-09-11 2024-09-23
SALESFORCE INC P 2023-02-10 2024-09-19
SCHNEIDER ELEC SE ADR P 2023-02-10 2024-11-20
CHARLES SCHWAB CORP P 2023-04-12 2024-10-31
SEVEN & I HLDGS CO LTD ADR P 2022-09-28 2024-07-22
SYSCO CORP P 2023-11-13 2024-11-29
TAIWAN SEMICONDCTOR MFG P 2022-09-28 2024-11-04
TELEDYNE TECHNOLOGIES P 2024-01-01 2024-03-25
TENARIS S A SPONSORED ADR P 2023-05-08 2024-08-27
TEXAS INSTRUMENTS INC P 2022-09-28 2024-11-04
UNION PACIFIC CORP P 2023-02-10 2024-10-24
UNITED HEALTH GROUP INC P 2022-09-28 2024-09-09
VERISK ANALYTICS INC P 2024-01-01 2024-11-04
VERTIV HLDGS LLC P 2022-09-28 2024-03-25
VISA INC CL A P 2023-02-10 2024-11-04
WASTE MANAGEMENT INC P 2022-10-28 2024-08-30
WELLS FARGO & CO P 2023-05-08 2024-10-11
WILLSCOT HLDGS CORP P 2022-09-28 2024-03-25
WOODSIDE ENERGY GROUP LTD ADR P 2022-10-28 2024-03-18
WORKIVA INC CL A P 2024-01-01 2024-03-25
ARCH CAPITAL GROUP NEW P 2024-01-01 2024-03-25
ACCENTURE PLC IRELAND P 2024-01-01 2024-12-24
3ICON PLC ORD P 2024-01-01 2024-04-01
APTIV PLC P 2022-09-28 2024-04-17
UBS GROUP AG P 2023-06-08 2024-11-20
ASML HOLDING NV P 2024-01-01 2024-03-25
ATS CORP CDA P 2024-01-01 2024-02-16
QIAGEN NV P 2024-01-01 2024-01-30
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 243,000   243,000 0
b 243,000   243,000 0
c 248,000   248,000 0
d 246,000   246,000 0
e 2,510   2,029 481
1,636   1,655 -19
2,257   2,271 -14
966   870 96
591   583 8
18,234   14,969 3,265
25,461   20,600 4,861
9,278   10,366 -1,088
87,850   64,121 23,729
9,627   8,049 1,578
9,275   10,125 -850
6,317   5,311 1,006
67,290   56,769 10,521
6,006   6,578 -572
11,563   8,431 3,132
20,924   15,130 5,794
42,053   35,065 6,988
4,442   4,012 430
4,942   4,925 17
9,001   8,869 132
3,459   4,185 -726
12,555   10,713 1,842
159   155 4
409   395 14
957   929 28
1,297   1,330 -33
14,986   11,429 3,557
5,000   3,092 1,908
5,035   3,104 1,931
41,651   37,210 4,441
20,125   16,911 3,214
16,186   15,543 643
14,037   10,752 3,285
4,446   5,472 -1,026
7,440   7,706 -266
226   192 34
5,058   5,710 -652
3,655   4,255 -600
1,428   967 461
252   265 -13
6,849   7,205 -356
1,387   1,501 -114
5,829   4,791 1,038
3,070   3,349 -279
1,366   1,527 -161
7,839   8,879 -1,040
1,307   1,206 101
2,398   2,276 122
3,636   3,988 -352
6,705   5,208 1,497
265   303 -38
5,374   4,224 1,150
5,069   4,519 550
204   222 -18
632   542 90
357   408 -51
3,322   3,012 310
6,955   7,518 -563
1,599   2,066 -467
7,174   7,911 -737
3,952   4,516 -564
1,874   1,547 327
141   124 17
2,038   1,334 704
6,741   7,579 -838
4,391   3,971 420
6,512   7,370 -858
12,042   13,899 -1,857
7,625   8,016 -391
2,641   2,972 -331
1,569   1,603 -34
585   633 -48
2,869   3,089 -220
1,397   1,464 -67
2,610   2,326 284
3,782   4,047 -265
2,433   2,719 -286
9,636   10,739 -1,103
636   608 28
4,389   4,049 340
1,569   1,453 116
2,767   2,128 639
1,031   1,055 -24
1,891   1,382 509
4,474   4,998 -524
9,355   10,122 -767
3,291   3,816 -525
9,176   10,155 -979
5,066   5,394 -328
764   806 -42
2,825   2,568 257
10,357   11,230 -873
2,267   2,519 -252
494   459 35
7,973   8,731 -758
1,964   1,800 164
2,872   2,261 611
12,081   15,318 -3,237
2,834   2,095 739
2,050   2,297 -247
520   514 6
4,119   3,320 799
2,418   2,080 338
1,409   1,338 71
19,168   21,674 -2,506
1,991   1,936 55
2,131   2,029 102
1,373   1,060 313
5,748   6,212 -464
1,968   1,478 490
1,225   1,133 92
2,956   3,503 -547
834   897 -63
6,437   7,176 -739
407   328 79
970   1,199 -229
4,448   3,301 1,147
4,898   4,773 125
3,165   3,410 -245
5,473   4,946 527
343   366 -23
3,001   3,190 -189
1,049   916 133
3,411   2,601 810
4,023   4,373 -350
1,579   1,291 288
2,914   3,446 -532
1,401   1,704 -303
198   207 -9
2,213   1,588 625
192   225 -33
43,486   40,462 3,024
15,904   15,494 410
42,959   40,557 2,402
267   267 0
26,533   25,076 1,457
13,397   13,585 -188
1,724   1,066 658
279   297 -18
2,730   3,160 -430
2,373   2,561 -188
9,610   10,642 -1,032
12,308   15,275 -2,967
4,989   5,395 -406
621   635 -14
1,191   1,167 24
1,664   1,770 -106
1,194   1,440 -246
777   847 -70
1,244   1,259 -15
281   305 -24
817   894 -77
1,404   1,708 -304
769   731 38
2,461   2,460 1
1,905   2,082 -177
11,508   12,747 -1,239
8,917   9,986 -1,069
11,729   13,388 -1,659
1,168   1,399 -231
694   805 -111
505   397 108
1,255   1,369 -114
2,876   1,622 1,254
11,959   13,441 -1,482
3,703   3,658 45
2,627   2,586 41
1,162   1,175 -13
457   460 -3
3,536   2,984 552
5,522   5,902 -380
8,102   9,451 -1,349
207   136 71
104   111 -7
3,297   2,750 547
4,555   3,534 1,021
8,374   5,585 2,789
1,683   2,134 -451
4,616   3,295 1,321
8,293   9,058 -765
812   861 -49
2,173   1,538 635
1,088   1,176 -88
4,566   4,454 112
773   860 -87
2,474   1,994 480
2,794   2,437 357
1,312   1,448 -136
2,297   2,571 -274
16,957   18,345 -1,388
1,557   1,487 70
1,165   1,306 -141
734   765 -31
3,448   2,962 486
718   804 -86
1,866   1,616 250
527   539 -12
3,795   3,781 14
2,644   2,321 323
1,003   1,054 -51
2,491   2,806 -315
6,033   6,801 -768
2,296   1,989 307
2,113   1,553 560
3,859   4,250 -391
1,021   1,153 -132
9,452   10,374 -922
8,044   9,371 -1,327
5,744   5,665 79
12,201   13,169 -968
664   620 44
363   327 36
1,531   1,740 -209
1,936   1,794 142
2,649   2,458 191
8,417   7,157 1,260
432   468 -36
829   863 -34
7,284   7,655 -371
2,513   2,281 232
5,209   5,443 -234
283   218 65
799   874 -75
24   23 1
584   767 -183
5,485   2,339 3,146
1,921   1,664 257
6,397   3,953 2,444
909   626 283
3   2 1
453   506 -53
3,206   3,509 -303
855   701 154
11,531   7,831 3,700
4,653   2,730 1,923
429   491 -62
5,057   2,978 2,079
965   898 67
996   599 397
235   177 58
2,065   1,136 929
1,546   1,204 342
433   362 71
503   434 69
363   250 113
2,314   1,624 690
555   578 -23
1,647   1,237 410
2,892   1,935 957
1,653   802 851
1,150   739 411
58,463   52,040 6,423
5,403   3,621 1,782
2,604   1,727 877
3,292   3,021 271
557   448 109
2,971   2,072 899
527   480 47
1,710   1,577 133
4,318   3,571 747
35   34 1
553   521 32
3,510   2,487 1,023
5,434   4,015 1,419
2,056   1,878 178
2,311   2,721 -410
2,006   2,308 -302
2,599   2,375 224
3,394   2,758 636
3,320   2,417 903
30   24 6
675   844 -169
819   638 181
1,423   852 571
2,037   2,249 -212
1,156   656 500
1,721   1,821 -100
2,768   1,820 948
977   690 287
1,538   1,907 -369
2,976   2,086 890
6,684   3,281 3,403
387   297 90
4,092   3,359 733
1,648   1,160 488
1,052   908 144
595   455 140
1,258   867 391
636   410 226
3,589   2,157 1,432
576   621 -45
1,782   1,509 273
4,525   3,137 1,388
4,606   5,258 -652
2,064   2,470 -406
1,208   1,313 -105
3,095   1,335 1,760
2,546   1,714 832
419   333 86
2,197   1,532 665
7,007   4,142 2,865
2,340   1,258 1,082
881   784 97
13,474   8,587 4,887
3,478   2,184 1,294
143   129 14
731   754 -23
131   118 13
6,409   7,494 -1,085
2,025   2,551 -526
4,445   2,492 1,953
1,933   1,476 457
1,204   1,164 40
8,293   5,818 2,475
2,047   2,044 3
1,407   1,250 157
963   809 154
1,652   979 673
1,808   1,721 87
1,115   1,071 44
2,177   1,388 789
22   12 10
1,568   1,086 482
639   708 -69
3,449   2,079 1,370
2,357   1,632 725
714   519 195
1,007   1,033 -26
1,616   1,414 202
3,618   1,586 2,032
1,469   1,081 388
1,739   1,719 20
1,223   962 261
5,532   4,693 839
3,457   3,023 434
828   537 291
3,939   475 3,464
1,152   909 243
211   157 54
3,160   2,044 1,116
2,143   1,849 294
692   807 -115
2,723   2,607 116
5,622   3,328 2,294
1,438   1,240 198
3,970   2,374 1,596
1,399   1,665 -266
636   398 238
2,965   1,333 1,632
      0
      0
192,671     192,671
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       0
b       0
c       0
d       0
e       481
      -19
      -14
      96
      8
      3,265
      4,861
      -1,088
      23,729
      1,578
      -850
      1,006
      10,521
      -572
      3,132
      5,794
      6,988
      430
      17
      132
      -726
      1,842
      4
      14
      28
      -33
      3,557
      1,908
      1,931
      4,441
      3,214
      643
      3,285
      -1,026
      -266
      34
      -652
      -600
      461
      -13
      -356
      -114
      1,038
      -279
      -161
      -1,040
      101
      122
      -352
      1,497
      -38
      1,150
      550
      -18
      90
      -51
      310
      -563
      -467
      -737
      -564
      327
      17
      704
      -838
      420
      -858
      -1,857
      -391
      -331
      -34
      -48
      -220
      -67
      284
      -265
      -286
      -1,103
      28
      340
      116
      639
      -24
      509
      -524
      -767
      -525
      -979
      -328
      -42
      257
      -873
      -252
      35
      -758
      164
      611
      -3,237
      739
      -247
      6
      799
      338
      71
      -2,506
      55
      102
      313
      -464
      490
      92
      -547
      -63
      -739
      79
      -229
      1,147
      125
      -245
      527
      -23
      -189
      133
      810
      -350
      288
      -532
      -303
      -9
      625
      -33
      3,024
      410
      2,402
      0
      1,457
      -188
      658
      -18
      -430
      -188
      -1,032
      -2,967
      -406
      -14
      24
      -106
      -246
      -70
      -15
      -24
      -77
      -304
      38
      1
      -177
      -1,239
      -1,069
      -1,659
      -231
      -111
      108
      -114
      1,254
      -1,482
      45
      41
      -13
      -3
      552
      -380
      -1,349
      71
      -7
      547
      1,021
      2,789
      -451
      1,321
      -765
      -49
      635
      -88
      112
      -87
      480
      357
      -136
      -274
      -1,388
      70
      -141
      -31
      486
      -86
      250
      -12
      14
      323
      -51
      -315
      -768
      307
      560
      -391
      -132
      -922
      -1,327
      79
      -968
      44
      36
      -209
      142
      191
      1,260
      -36
      -34
      -371
      232
      -234
      65
      -75
      1
      -183
      3,146
      257
      2,444
      283
      1
      -53
      -303
      154
      3,700
      1,923
      -62
      2,079
      67
      397
      58
      929
      342
      71
      69
      113
      690
      -23
      410
      957
      851
      411
      6,423
      1,782
      877
      271
      109
      899
      47
      133
      747
      1
      32
      1,023
      1,419
      178
      -410
      -302
      224
      636
      903
      6
      -169
      181
      571
      -212
      500
      -100
      948
      287
      -369
      890
      3,403
      90
      733
      488
      144
      140
      391
      226
      1,432
      -45
      273
      1,388
      -652
      -406
      -105
      1,760
      832
      86
      665
      2,865
      1,082
      97
      4,887
      1,294
      14
      -23
      13
      -1,085
      -526
      1,953
      457
      40
      2,475
      3
      157
      154
      673
      87
      44
      789
      10
      482
      -69
      1,370
      725
      195
      -26
      202
      2,032
      388
      20
      261
      839
      434
      291
      3,464
      243
      54
      1,116
      294
      -115
      116
      2,294
      198
      1,596
      -266
      238
      1,632
      0
      0
      192,671
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 2 339,145
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 8,171
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 8,171
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 8,171
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 10,800
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 10,800
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,629
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow2,629 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$ 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
 
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 arrowAR
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 arrowLLOYD BROSIUS Telephone no.right arrow (870) 673-1110

Located atright arrow1869 HWY 152HUMPHREYAR ZIP+4right arrow72073
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
GEORGE H DUNKLIN JR TRUSTEE
1.00 		0 0 0
63 DUNKLIN LANE
STUTTGART,AR72160
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 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
14,151,113
b
Average of monthly cash balances.......................
1b
737,617
c
Fair market value of all other assets (see instructions)................
1c
736,329
d
Total (add lines 1a, b, and c).........................
1d
15,625,059
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
15,625,059
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
234,376
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
15,390,683
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
769,534
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
769,534
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
8,171
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,171
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
761,363
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
761,363
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
761,363
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
16,373,960
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
16,373,960
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 7 761,363
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
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...... 385,437
f Total of lines 3a through e ........ 385,437
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 16,373,960
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		Click to see attachment
List of Attached Documents:
// Content
0
d Applied to 2024 distributable amount..... 761,363
e Remaining amount distributed out of corpus 15,612,597
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 15,998,034
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 .......... 		0
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 ...... 		15,998,034
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 385,437
e Excess from 2024.... 15,612,597
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

ACCESS GROUP INC

10618 BRECKENRIDGE DR
LITTLE ROCK,AR72211 		NONE PUBLIC UNDESIGNATED 20,000

AMERICAN CANCER SOCIETY

2222 COTTONDALE LN
LITTLE ROCK,AR72202 		NONE PUBLIC UNDESIGNATED 1,110

ARKANSAS COUNTY 4-H FOUNDATION

220 WEST CROSS
DEWITT,AR72042 		NONE PUBLIC UNDESIGNATED 250

ARKANSAS GAME & FISH FOUNDATION

2 NATURAL RESOURCES DRIVE
LITTLE ROCK,AR72205 		NONE PUBLIC UNDESIGNATED 25,000

ARKANSAS POLICY FOUNDATION

111 CENTER STREET 1200
LITTLE ROCK,AR72201 		NONE PUBLIC UNDESIGNATED 20,000

ARKANSAS SPORTS HALL OF FAME

3 VIRZON ARENA WAY
NORTH LITTLE ROCK,AR72114 		NONE PUBLIC UNDESIGNATED 100

ARTS CENTER OF THE GRAND PRAIRIE

108 WEST 12TH STREET
STUTTGART,AR72160 		NONE PUBLIC UNDESIGNATED 5,000

BOY SCOUTS OF AMERICA

3220 CANTRELL ROAD
LITTLE ROCK,AR72202 		NONE PUBLIC UNDESIGNATED 5,750

BROOKLYN PROJECT FOUNDATION

11917 YOSEMITE VALLEY DRIVE
LITTLE ROCK,AR72212 		NONE PUBLIC UNDESIGNATED 1,000

DUCKS UNLIMITED

ONE WATERFOWL WAY
MEMPHIS,TN38120 		NONE PUBLIC UNDESIGNATED 56,875

EASTER SEALS

3920 WOODLAND HEIGHTS ROAD
LITTLE ROCK,AR72212 		NONE PUBLIC UNDESIGNATED 6,250

FIRST UNITED METHODIST CHURCH

307 E 4TH ST
STUTTGART,AR72160 		NONE PUBLIC UNDESIGNATED 61,677

FIRST UNITED METHODIST CHURCH - EL DORADO

201 SOUTH HILL AVE
EL DORADO,AR71730 		NONE PUBLIC UNDESIGNATED 56,327

FIVE OAKS AG & RESEARCH CENTER

1920 SOUTH MAIN STREET SUITE 103
STUTTGART,AR72160 		NONE PUBLIC UNDESIGNATED 749,494

JOHN 316 MINISTRIES

150 HOLMES RD
CHARLOTTE,NC72522 		NONE PUBLIC UNDESIGNATED 10,000

JRMC FOUNDATION

1600 WEST 40TH AVE
PINE BLUFF,AR71603 		NONE PUBLIC UNDESIGNATED 10,000

KIWANIS CLUB

PO BOX 323
STUTTGART,AR72160 		NONE PUBLIC UNDESIGNATED 500

KNIGHTS OF COLUMBUS

1101 S PARK AVE
STUTTGART,AR72160 		NONE PUBLIC UNDESIGNATED 400

LIGHTHOUSE CHURCH

2009 SOUTH OAK STREET
STUTTGART,AR72160 		NONE PUBLIC UNDESIGNATED 10,000

MUSEUM OF ARKANSAS GRAND PRAIRIE

921 E 4TH
STUTTGART,AR72160 		NONE PUBLIC UNDESIGNATED 2,800

OUACHITA BAPTIST UNIVERSITY

410 OUACHITA ST
ARKADELPHIA,AR71998 		NONE PUBLIC UNDESIGNATED 31,570

PERSONAL PEP RALLY INC

1920 SOUTH MAIN SUITE 107
STUTTGART,AR72160 		NONE PUBLIC UNDESIGNATED 5,250

PHILIPS COMMUNITY COLLEGE FOUNDATION

1000 CAMPUS RD
HELENA,AR72342 		NONE PUBLIC UNDESIGNATED 500

ST JOHN'S LUTHERAN SCHOOL

2019 S BUERKLE ST
STUTTGART,AR72160 		NONE PUBLIC UNDESIGNATED 400

STUTTGART CHAMBER OF COMMERCE

507 S MAIN ST
STUTTGART,AR72160 		NONE PUBLIC UNDESIGNATED 1,000

STUTTGART LIONS CLUB

PO BOX 35
STUTTGART,AR72160 		NONE PUBLIC UNDESIGNATED 2,500

STUTTGART RICEBIRDS BOOSTER CLUB

2105 BENMER
STUTTGART,AR72160 		NONE PUBLIC UNDESIGNATED 1,463

STUTTGART ROTARY CLUB

2103 E 22ND ST
STUTTGART,AR72160 		NONE PUBLIC UNDESIGNATED 200

STUTTGART SCHOOL DISTRICT

2501 S MAIN
STUTTGART,AR72160 		NONE PUBLIC UNDESIGNATED 260

SWAMP ANGEL MINISTRIES

200 N TIMBERLANE DR
EL DORADO,AR71730 		NONE PUBLIC UNDESIGNATED 1,000

UAMS FOUNDATION FUND

4301 WEST MARKHAM STREET
LITTLE ROCK,AR72205 		NONE PUBLIC UNDESIGNATED 11,031

CHILDREN'S TUMOR FOUNDATION

132 E 43RD ST
NEW YORK,NY10017 		NONE PUBLIC UNDESIGNATED 5,000

DEWITT SCHOOL DISTRICT

1841 S GRADNVIEW DR
DEWITT,AR72042 		NONE PUBLIC UNDESIGNATED 250

DONNA TERRELL'S YOGA WARRIORS FIGHTING CANCER

PO BOX 164083
LITTLE ROCK,AR72216 		NONE PUBLIC UNDESIGNATED 10,000

GREAT EXPECTATIONS OF KINDNESS

PO BOX 242090
LITTLE ROCK,AR72223 		NONE PUBLIC UNDESIGNATED 1,000

LITTLE ROCK OPEN PROFESSIONAL TENNIS FOUN

3524 TERMINIX DR
LITTLE ROCK,AR72206 		NONE PUBLIC UNDESIGNATED 10,000

NATIONAL WILD TURKEY FEDERATION

770 AUGUSTA RD
EDGEFIELD,SC29824 		NONE PUBLIC UNDESIGNATED 10,000

FIVE OAKS AG & RESEARCH CENTER

1920 SOUTH MAIN STREET SUITE 103
STUTTGART,AR72160 		NONE PUBLIC UNDESIGNATED 8,071,104

FIVE OAKS AG & RESEARCH CENTER

1920 SOUTH MAIN STREET SUITE 103
STUTTGART,AR72160 		NONE PUBLIC UNDESIGNATED 7,168,899
Total .................................right arrow 3a 16,373,960
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 ........... 		         
4 Dividends and interest from securities ....     14 223,597  
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 .....     14 104,299  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 339,145  
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) .. 0 667,041 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
667,041
(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:
GEORGE H DUNKLIN JR CHARITABLE
 
FOUNDATION
EIN:
68-6213253
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 28,220 14,110   0
TAX PREPARATION FEES 4,200 2,100   0

TY 2024 DistributionFromCorpusElection
Name:
GEORGE H DUNKLIN JR CHARITABLE
 
FOUNDATION
EIN:
68-6213253
Election:
THE TAXPAYER HEREBY ELECTS UNDER REGS. SECTION 53.4942(A)-3(D)(2)TO DESIGNATE $30,984 OF THE QUALIFYING DISTRIBUTIONS MADE DURING 2013 IN EXCESS OF THE UNDISTRIBUTED AMOUNT FROM 2012 OF $260,576 AS BEING MADE FROM CORPUS. - N/A FOR 2013

TY 2024 InvestmentsCorpStockSchedule
Name:
GEORGE H DUNKLIN JR CHARITABLE
 
FOUNDATION
EIN:
68-6213253
Name of Stock End of Year Book Value End of Year Fair Market Value
STOCKS EDWARD JONES #7117 670,260 1,073,835
STOCKS EDWARD JONES #8410 748,621 1,537,408
STOCKS EDWARD JONES #9014 1,001,953 1,165,277

TY 2024 InvestmentsOtherSchedule2
Name:
GEORGE H DUNKLIN JR CHARITABLE
 
FOUNDATION
EIN:
68-6213253
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MUTUAL FUNDS EDWARD JONES #7117 AT COST 2,635,893 3,855,684
MUTUAL FUNDS EDWARD JONES #0715 AT COST 1,549,888 1,882,109
MUTUAL FUNDS EDWARD JONES #8410 AT COST 124,290 1,166,214
GUN AND ART COLLECTABLES AT COST 120,110 0
MUTUAL FUNDS EDWARD JONES #9014 AT COST 372,009 428,019
CLAT GATEWAY OFFICE AT COST 264,482 264,482
CLAT TEMPUS PORTFOLIO AT COST 11,181 11,181
CLAT TEMPUS NWA INC AT COST 12,734 12,734
CLAT WINDRIVER AT COST 426,120 426,120
CLAT BENTONVILLE AT COST 10,817 10,817
OTHER INVESTMENT TIMING DIFFERENCES AT COST 10,995 0

TY 2024 OtherDecreasesSchedule
Name:
GEORGE H DUNKLIN JR CHARITABLE
 
FOUNDATION
EIN:
68-6213253
Description Amount
NDE CONTRIBUTION 63,680


TY 2024 OtherExpensesSchedule
Name:
GEORGE H DUNKLIN JR CHARITABLE
 
FOUNDATION
EIN:
68-6213253
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ACCOUNT FEES 50,327 50,327   0
MISC ADMIN EXPENSES 314 314   0


TY 2024 OtherIncomeSchedule2
Name:
GEORGE H DUNKLIN JR CHARITABLE
 
FOUNDATION
EIN:
68-6213253
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 INCOME: CLAT - BENTONVILLE 110,481 110,481 110,481
K-1 INCOME: CLAT - GATEWAY OFFICE PARK 16,119 16,119 16,119
K-1 INCOME: CLAT - TEMPUS INDY CROSSPOINT (SUSPENDED LOSS ALLOWED) -40,774 -40,774 -40,774
K-1 INCOME: CLAT - TEMPUS NWA INVESTMENTS LLC -327 -327 -327
K-1 INCOME: CLAT - TEMPUS PORTFOLIO I LLC -6,917 -6,917 -6,917
K-1 INCOME: CLAT - WINDRIVER LLC 25,717 25,717 25,717


TY 2024 OtherIncreasesSchedule
Name:
GEORGE H DUNKLIN JR CHARITABLE
 
FOUNDATION
EIN:
68-6213253
Description Amount
FMV ADJUSTMENT ON DONATION 6,051,869


TY 2024 TaxesSchedule
Name:
GEORGE H DUNKLIN JR CHARITABLE
 
FOUNDATION
EIN:
68-6213253
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 3,367 3,367   0
EXCISE TAXES 8,441 8,441   0