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
DUPUIS CHARITABLE TRUST FBO ST JUDE
 
Number and street (or P.O. box number if mail is not delivered to street address)4005 KENNETT PIKE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREENVILLE, DE19807
A Employer identification number

84-3939675
B Telephone number (see instructions)

(302) 421-2207
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$11,848,695J 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) 900
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 252,850 248,133  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 800,529
b Gross sales price for all assets on line 6a 4,162,472
7 Capital gain net income (from Part IV, line 2)... 800,529
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)....... Click to see attachment
List of Attached Documents:
// Content
37,852 39,679  
12 Total. Add lines 1 through 11........ 1,092,131 1,088,341  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 65,333 39,200   26,133
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
900 0 0 900
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
18,031 5,505   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
33,442 33,442    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 117,706 78,147 0 27,033
25 Contributions, gifts, grants paid....... 556,903 556,903
26 Total expenses and disbursements. Add lines 24 and 25 674,609 78,147 0 583,936
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 417,522
b Net investment income (if negative, enter -0-) 1,010,194
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......... 380,572 414,767 414,767
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
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).......... 9,143,410 Click to see attachment
List of Attached Documents:
// Content
9,510,972 		11,433,928
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) 9,523,982 9,925,739 11,848,695
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........ 9,523,982 9,925,739
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)..... 9,523,982 9,925,739
30 Total liabilities and net assets/fund balances (see instructions). 9,523,982 9,925,739
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
9,523,982
2
Enter amount from Part I, line 27a .....................
2
417,522
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
732
4
Add lines 1, 2, and 3 ..........................
4
9,942,236
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
16,497
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,925,739
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 144. ABBOTT LABORATORIES     2024-01-08
b 255. ABBOTT LABORATORIES     2024-01-08
c 68. ASSURANT INC   2023-11-29 2024-01-08
d 10. BAKER HUGHES A GE CO   2023-11-29 2024-01-08
e 600. BAKER HUGHES A GE CO     2024-01-08
3. COSTCO WHSL CORP NEW   2023-11-29 2024-01-08
39. COSTCO WHSL CORP NEW   2020-09-16 2024-01-08
10. ILLINOIS TOOL WORKS INC COM   2023-11-29 2024-01-08
113. ILLINOIS TOOL WORKS INC COM     2024-01-08
71. MC DONALDS CORPORATION COMMON   2022-06-22 2024-01-08
2. MICROSOFT CORP COM   2023-11-29 2024-01-08
2. S & P GLOBAL INC   2023-11-29 2024-01-08
80. S & P GLOBAL INC     2024-01-08
58. EVEREST RE GRP LTD     2024-01-08
44. ASSURANT INC     2024-01-09
47. ASSURANT INC     2024-01-10
73. ASSURANT INC     2024-01-11
130. BUNGE GLOBAL SA   2024-01-08 2024-01-22
20. AMERICAN INTERNATIONAL GROUP   2023-11-29 2024-02-21
460. AMERICAN INTERNATIONAL GROUP   2020-09-16 2024-02-21
2. AMERIPRISE FINL INC   2023-11-29 2024-02-21
124. AMERIPRISE FINL INC   2021-02-19 2024-02-21
20. AMPHENOL CORP NEW   2023-11-29 2024-02-21
450. AMPHENOL CORP NEW     2024-02-21
30. BOSTON SCIENTIFIC CORP COM   2023-11-29 2024-02-21
910. BOSTON SCIENTIFIC CORP COM     2024-02-21
20. BROADCOM INC   2022-11-10 2024-02-21
4. ELI LILLY & CO COM   2023-11-29 2024-02-21
51. ELI LILLY & CO COM     2024-02-21
2. THERMO ELECTRON CORP   2023-11-29 2024-02-21
38. THERMO ELECTRON CORP   2020-09-16 2024-02-21
4. ACCENTURE PLC IRELAND SHS CL A   2023-11-29 2024-02-21
49. ACCENTURE PLC IRELAND SHS CL A   2022-10-17 2024-02-21
20. BANK OF AMERICA CORP   2023-11-29 2024-04-09
220. BANK OF AMERICA CORP     2024-04-09
24. DEERE & COMPANY   2020-09-16 2024-04-09
58. INTUITIVE SURGICAL INC   2023-11-29 2024-04-09
185. J P MORGAN CHASE & CO     2024-04-09
97. ELI LILLY & CO COM   2020-09-16 2024-04-09
63. MARATHON PETROLEUM CORP   2023-12-14 2024-04-09
250. NEXTERA ENERGY INC   2020-09-16 2024-04-09
173. PROGRESSIVE CORP OHIO   2024-02-21 2024-04-09
30. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2023-11-29 2024-04-09
310. PUBLIC SERVICE ENTERPRISE GROUP INC COM     2024-04-09
19. REGENERON PHARMACEUTICALS INC     2024-04-09
17. THERMO ELECTRON CORP   2020-09-16 2024-04-09
200. TWILIO INC - A     2024-04-09
7. EATON CORP PLC   2023-11-29 2024-04-09
87. EATON CORP PLC   2020-09-16 2024-04-09
75. ABBVIE INC     2024-04-25
276. ABBVIE INC   2020-09-16 2024-04-25
2918. ISHARES BARCLAYS CREDIT BOND FUND   2023-02-03 2024-04-26
750. INTERPUBLIC GROUP OF COMPANIES INC   2024-01-08 2024-05-08
420. INTEL CORPORATION   2023-12-14 2024-06-12
320. SHOPIFY INC-A W/I   2024-01-08 2024-06-12
240. SHOPIFY INC-A W/I   2023-06-01 2024-06-12
94. NORTHROP GRUMMAN CORP     2024-06-24
1041. ISHARES BARCLAYS 7-10 YR TREAS BD FD   2023-12-18 2024-06-26
1478. ISHARES BARCLAYS 7-10 YR TREAS BD FD   2023-02-01 2024-06-26
1980. ISHARES TR S&P MIDCAP 400 INDEX FD   2023-11-15 2024-06-26
9905. ISHARES TR S&P MIDCAP 400 INDEX FD   2019-12-27 2024-06-26
860. ISHARES TR S & P SMALL CAP 600   2023-07-18 2024-06-26
4792. ISHARES TR S & P SMALL CAP 600     2024-06-26
1224. ISHARES LEHMAN 3-7 YEAR TREASURY BOND FD   2022-10-03 2024-06-26
402. S P D R BBG BARC HIGH YIELD BND   2020-07-13 2024-06-26
94. CONSTELLATION ENERGY CORP     2024-07-25
350. EDWARDS LIFESCIENCES CORP   2024-04-09 2024-07-25
60. LAS VEGAS SANDS CORP   2023-11-29 2024-07-25
190. LAS VEGAS SANDS CORP   2022-06-08 2024-07-25
190. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-07-25
6. ALLSTATE CORP COM   2023-11-29 2024-08-08
12. ALLSTATE CORP COM     2024-08-08
84. J P MORGAN CHASE & CO     2024-08-08
82. EATON CORP PLC   2020-09-16 2024-08-08
3. TRANE TECHNOLOGIES PLC   2023-11-29 2024-08-08
56. TRANE TECHNOLOGIES PLC   2020-09-16 2024-08-08
11. EATON CORP PLC   2020-09-16 2024-08-27
101. EATON CORP PLC   2020-09-16 2024-08-27
40. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-11-29 2024-09-12
320. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-09-12
66. J P MORGAN CHASE & CO   2020-09-16 2024-09-13
150. NOVARTIS AG SPNSRD ADR   2024-04-25 2024-09-13
110. SANOFI-SYNTHELABO     2024-10-24
230. SANOFI-SYNTHELABO     2024-10-24
25. UNITED HEALTH GROUP INC     2024-10-24
75. ALLSTATE CORP COM   2022-11-15 2024-10-31
7548. CHAMPLAIN MID CAP FUND-INS   2024-06-26 2024-11-13
44. CONSTELLATION ENERGY CORP   2023-12-14 2024-11-14
59. SAREPTA THERAPEUTICS INC   2023-11-29 2024-11-14
8. UNITED HEALTH GROUP INC   2024-04-25 2024-11-14
17. UNITED HEALTH GROUP INC   2020-09-16 2024-11-14
245. DEXCOM INC     2024-11-26
110. SCHLUMBERGER LIMITED COM   2024-04-09 2024-12-13
830. SCHLUMBERGER LIMITED COM     2024-12-13
8251. CHAMPLAIN MID CAP FUND-INS   2024-06-26 2024-12-30
1728. ISHARES TR S & P SMALL CAP 600   2020-07-13 2024-12-30
1310. ISHARES MSCI EAFE SMALL CAP     2024-12-30
1789. ISHARES MSCI EMERGING MARKETS EX   2022-01-26 2024-12-30
3.801 NEUBERGER BERMAN LONG SH-INS   2024-12-20 2024-12-30
5302.199 NEUBERGER BERMAN LONG SH-INS     2024-12-30
428. S P D R BBG BARC HIGH YIELD BND   2020-07-13 2024-12-30
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 16,036   16,246 -210
b 28,398   27,736 662
c 11,286   11,152 134
d 320   336 -16
e 19,211   18,563 648
1,966   1,776 190
25,560   13,544 12,016
2,557   2,433 124
28,896   22,530 6,366
20,477   17,299 3,178
741   765 -24
859   833 26
34,370   27,754 6,616
21,199   22,336 -1,137
7,218   6,909 309
7,672   6,663 1,009
11,976   10,257 1,719
11,568   12,782 -1,214
1,368   1,294 74
31,473   13,238 18,235
789   695 94
48,923   27,700 21,223
2,092   1,812 280
47,060   34,166 12,894
1,965   1,657 308
59,597   39,422 20,175
24,274   10,060 14,214
2,956   2,367 589
37,692   9,289 28,403
1,098   987 111
20,869   16,721 4,148
1,441   1,343 98
17,654   12,833 4,821
750   601 149
8,246   6,317 1,929
9,888   5,234 4,654
22,465   18,182 4,283
36,368   26,108 10,260
73,185   14,676 58,509
13,279   9,380 3,899
16,264   17,906 -1,642
35,457   32,729 2,728
2,008   1,938 70
20,754   21,095 -341
17,871   14,015 3,856
9,974   7,480 2,494
12,278   13,457 -1,179
2,200   1,595 605
27,340   9,050 18,290
12,524   12,415 109
46,087   25,165 20,922
144,154   149,292 -5,138
23,149   24,941 -1,792
13,149   19,317 -6,168
20,720   24,750 -4,030
15,540   13,915 1,625
40,451   40,926 -475
97,770   99,790 -2,020
138,813   146,662 -7,849
114,801   100,808 13,993
574,296   408,100 166,196
90,325   88,828 1,497
503,299   333,706 169,593
141,309   140,816 493
37,921   41,012 -3,091
15,994   11,215 4,779
21,292   32,343 -11,051
2,400   2,774 -374
7,601   7,042 559
11,551   11,673 -122
1,023   814 209
2,046   1,585 461
17,089   9,338 7,751
23,441   8,530 14,911
980   675 305
18,298   6,841 11,457
3,272   1,144 2,128
29,906   10,507 19,399
2,042   2,412 -370
16,339   19,660 -3,321
13,550   6,545 7,005
17,317   14,863 2,454
5,667   5,383 284
11,849   12,945 -1,096
14,048   12,422 1,626
14,053   9,895 4,158
200,701   182,284 18,417
9,985   5,121 4,864
6,553   4,907 1,646
4,744   3,963 781
10,080   5,225 4,855
18,973   29,791 -10,818
4,420   5,945 -1,525
33,353   43,240 -9,887
197,694   199,262 -1,568
199,224   116,502 82,722
79,849   77,366 2,483
99,546   107,122 -7,576
71   72 -1
99,575   85,168 14,407
40,884   43,665 -2,781
      34,866
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      34,866
      34,866
      34,866
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       -210
b       662
c       134
d       -16
e       648
      190
      12,016
      124
      6,366
      3,178
      -24
      26
      6,616
      -1,137
      309
      1,009
      1,719
      -1,214
      74
      18,235
      94
      21,223
      280
      12,894
      308
      20,175
      14,214
      589
      28,403
      111
      4,148
      98
      4,821
      149
      1,929
      4,654
      4,283
      10,260
      58,509
      3,899
      -1,642
      2,728
      70
      -341
      3,856
      2,494
      -1,179
      605
      18,290
      109
      20,922
      -5,138
      -1,792
      -6,168
      -4,030
      1,625
      -475
      -2,020
      -7,849
      13,993
      166,196
      1,497
      169,593
      493
      -3,091
      4,779
      -11,051
      -374
      559
      -122
      209
      461
      7,751
      14,911
      305
      11,457
      2,128
      19,399
      -370
      -3,321
      7,005
      2,454
      284
      -1,096
      1,626
      4,158
      18,417
      4,864
      1,646
      781
      4,855
      -10,818
      -1,525
      -9,887
      -1,568
      82,722
      2,483
      -7,576
      -1
      14,407
      -2,781
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 800,529
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 14,042
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 14,042
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 14,042
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 7,252
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 8,373
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,625
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 1,583
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,583 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 arrowDE
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 arrowBNY MELLON TRUST OF DELAWARE Telephone no.right arrow (302) 421-2207

Located atright arrow4005 KENNETT PIKEGREENVILLEDE ZIP+4right arrow19807
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BNY MELLON N A TRUSTEE
1 		65,333    
PO BOX 185
PITTSBURGH,PA152300185
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
11,557,364
b
Average of monthly cash balances.......................
1b
415,433
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
11,972,797
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
11,972,797
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
179,592
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,793,205
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
589,660
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
589,660
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
14,042
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,042
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
575,618
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
575,618
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
575,618
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
583,936
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
583,936
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 7 575,618
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 500,452
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$ 583,936
a Applied to 2023, but not more than line 2a 500,452
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..... 83,484
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 .......... 		492,134
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ST JUDE CHILDRENS RESEARCH HOSPITAL INC

262 DANNY THOMAS PL
MEMPHIS,TN381053678 		NONE PC GENERAL OPERATING 556,903
Total .................................right arrow 3a 556,903
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 252,850  
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 ............ 		    18 800,529  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFROM PARTNERSHIP/S 		900099 -1,827 1 39,679  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -1,827 1,093,058  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,091,231
(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 InvestmentsOtherSchedule2
Name:
DUPUIS CHARITABLE TRUST FBO ST JUDE
EIN:
84-3939675
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
922908553 VANGUARD INDEX TR AT COST 437,181 460,722
64128R608 NEUBERGER BERMAN LON AT COST 179,022 227,570
464288273 ISHARES MSCI EAFE SM AT COST 109,724 122,229
464287804 ISHARES TR S & P SMA AT COST 271,161 481,274
464287465 ISHARES MSCI EAFE IN AT COST 816,403 893,937
464287507 ISHARES TR S&P MIDCA AT COST 457,114 739,931
191216100 COCA - COLA CO AT COST 26,863 32,375
9WB000702 FUGIO XI PE AT COST 150,000 193,604
532457108 ELI LILLY & CO COM      
026874784 AMERICAN INTERNATION AT COST 7,195 18,200
929089100 VOYA FINANCIAL INC AT COST 20,344 28,909
91324P102 UNITED HEALTH GROUP AT COST 18,750 30,857
87165B103 SYNCHRONY FINANCIAL AT COST 8,000 19,500
023135106 AMAZON COM INC AT COST 110,593 179,900
G29183103 EATON CORP PLC      
244199105 DEERE & COMPANY      
9WB000710 LIAB-FUGIO XI PE      
060505104 BANK OF AMERICA CORP AT COST 14,926 25,931
126408103 CSX CORP COM AT COST 11,672 13,876
9WB000728 FUGIO XI VC AT COST 180,000 196,494
101137107 BOSTON SCIENTIFIC CO      
G8994E103 TRANE TECHNOLOGIES P AT COST 9,406 28,440
00287Y109 ABBVIE INC      
22160K105 COSTCO WHSL CORP NEW      
78409V104 S & P GLOBAL INC      
02079K305 ALPHABET INC/CA AT COST 121,855 230,378
452308109 ILLINOIS TOOL WORKS      
594918104 MICROSOFT CORP COM AT COST 156,335 263,016
002824100 ABBOTT LABORATORIES      
9WB000694 LIAB-FUGIO XI VC      
78468R622 S P D R BBG BARC HIG      
67066G104 NVIDIA CORP AT COST 62,970 296,781
46625H100 J P MORGAN CHASE & C AT COST 24,393 58,969
65339F101 NEXTERA ENERGY INC      
883556102 THERMO ELECTRON CORP      
12572Q105 CME GROUP INC AT COST 49,317 62,702
03076C106 AMERIPRISE FINL INC      
9AA002640 THE OPTIKA FUND LLC AT COST 250,000 369,922
G1151C101 ACCENTURE PLC IRELAN      
580135101 MC DONALDS CORPORATI      
464288661 ISHARES LEHMAN 3-7 Y      
9EEA00061 LIAB-FUGIO FUND XII      
46434G764 ISHARES MSCI EMERGIN AT COST 590,597 553,946
036752103 ELEVANCE HEALTH INC AT COST 28,086 22,134
9EEA00053 FUGIO FUND XII PE, L AT COST 88,793 99,352
032095101 AMPHENOL CORP NEW      
517834107 LAS VEGAS SANDS CORP AT COST 21,299 30,816
573284106 MARTIN MARIETTA MATL AT COST 18,279 26,858
75886F107 REGENERON PHARMACEUT      
9EEA00020 LIAB-FUGIO FUND XII      
05722G100 BAKER HUGHES A GE CO      
742718109 PROCTER & GAMBLE CO AT COST 14,459 16,933
922042874 VANGUARD INTL EQUITY AT COST 207,573 237,314
744573106 PUBLIC SERVICE ENTER      
54400C106 LORD ABBETT CREDIT O AT COST 250,213 242,214
020002101 ALLSTATE CORP COM AT COST 20,714 30,268
00206R102 AT&T INC AT COST 38,703 50,094
11135F101 BROADCOM INC      
30231G102 EXXON MOBIL CORP AT COST 77,640 81,538
9EEA00046 FUGIO FUND XII VC, L AT COST 80,000 100,868
016255101 ALIGN TECHNOLOGY INC AT COST 25,515 24,396
038222105 APPLIED MATERIALS IN AT COST 24,874 28,948
03990B101 ARES MANAGEMENT CORP AT COST 25,739 45,674
04045F592 ARISTOTLE FLTNG RT I AT COST 99,749 98,236
04621X108 ASSURANT INC AT COST 26,831 26,653
075887109 BECTON DICKINSON AND AT COST 58,995 56,491
084670702 BERKSHIRE HATHAWAY I AT COST 78,952 99,268
16679L109 CHEWY INC - CLASS A AT COST 19,547 35,834
17275R102 CISCO SYS INC AT COST 46,883 57,424
21037T109 CONSTELLATION ENERGY AT COST 17,569 35,122
219350105 CORNING INC COM AT COST 16,973 28,512
22160N109 COSTAR GROUP INC AT COST 31,210 27,204
235851102 DANAHER CORP COMMON AT COST 54,548 55,781
25746U109 DOMINION RES INC VA AT COST 35,649 39,318
35671D857 FREEPORT-MCMORAN COP AT COST 34,232 31,606
367829884 GATEWAY TR AT COST 303,639 354,598
372460105 GENUINE PARTS CO AT COST 16,738 11,442
38145N220 GOLDMAN SACHS ABS RE AT COST 207,884 219,653
443573100 HUBSPOT INC AT COST 37,449 52,955
452327109 ILLUMINA INC AT COST 23,117 26,459
458140100 INTEL CORPORATION      
46120E602 INTUITIVE SURGICAL I AT COST 31,698 41,235
464287200 ISHARES S&P 500 INDE AT COST 1,401,478 1,527,036
464287440 ISHARES BARCLAYS 7-1      
464288620 ISHARES BARCLAYS CRE      
56585A102 MARATHON PETROLEUM C AT COST 17,122 16,043
595017104 MICROCHIP TECHNOLOGY AT COST 16,430 11,470
651639106 NEWMONT MINING CORP AT COST 38,408 34,615
666807102 NORTHROP GRUMMAN COR      
674599105 OCCIDENTAL PETROLEUM      
759916109 REPLIGEN CORP AT COST 15,188 13,530
80105N105 SANOFI-SYNTHELABO AT COST 21,199 21,221
803607100 SAREPTA THERAPEUTICS AT COST 18,380 26,871
806857108 SCHLUMBERGER LIMITED      
82509L107 SHOPIFY INC-A W/I      
852234103 BLOCK INC AT COST 27,131 35,696
90138F102 TWILIO INC - A      
90353T100 UBER TECHNOLOGIES IN AT COST 28,753 30,763
92338C103 VERALTO CORP-W/I AT COST 27,376 33,203
G25508105 CRH PLC AT COST 34,841 48,110
G3223R108 EVEREST RE GRP LTD      
G4863A108 INTERNATIONAL GAME T AT COST 34,832 22,428
G7496G103 RENAISSANCERE HLDGS AT COST 22,641 29,111
00766Y513 CHAMPLAIN MID CAP FU AT COST 355,993 352,207
031100100 AMETEK INC NEW AT COST 34,929 35,511
071813109 BAXTER INTL INC COM AT COST 13,165 9,623
09073M104 BIO-TECHNE CORP AT COST 17,815 18,008
110122108 BRISTOL MYERS SQUIBB AT COST 18,120 20,927
172908105 CINTAS CORP AT COST 25,052 31,424
25278X109 DIAMONDBACK ENERGY I AT COST 8,335 8,355
26884L109 EQT CORP COM AT COST 30,014 30,433
36828A101 GE VERNOVA LLC AT COST 24,619 46,050
375558103 GILEAD SCIENCES INC AT COST 12,444 12,932
38141G104 GOLDMAN SACHS GROUP AT COST 29,737 44,092
384747101 GRAIL INC AT COST 676 589
443201108 HOWMET AEROSPACE INC AT COST 34,935 57,966
443510607 HUBBELL INC COM AT COST 55,666 58,226
45687V106 INGERSOLL RAND INC AT COST 41,616 42,516
460146103 INTERNATIONAL PAPER AT COST 24,812 28,525
464287226 ISHARES BARCLAYS AGG AT COST 528,821 529,171
49177J102 KENVUE INC AT COST 28,387 29,677
502431109 L3HARRIS TECHNOLOGIE AT COST 21,530 19,766
504922105 LABCORP HOLDINGS INC AT COST 15,102 17,428
550021109 LULULEMON ATHLETICA AT COST 19,638 15,296
60937P106 MONGODB INC AT COST 18,522 12,805
681919106 OMNICOM GROUP INC CO AT COST 22,782 20,650
718172109 PHILIP MORRIS INTERN AT COST 17,295 20,460
722304102 PINDUODUO INC-ADR AT COST 7,126 5,722
776696106 ROPER TECHNOLOGIES I AT COST 42,349 41,068
780259305 SHELL PLC-W/I-ADR AT COST 25,791 25,060
98978V103 ZOETIS INC AT COST 26,966 24,277
9DK000415 LIAB-FUGIO FUND XIII      
9DK000423 FUGIO FUND XIII PE, AT COST 20,000 20,738
9DK000431 FUGIO FUND XIII VC, AT COST 20,000 19,086
9DK000449 LIAB-FUGIO FUND XIII      
G51502105 JOHNSON CTLS INTL PL AT COST 35,304 42,622
G5960L103 MEDTRONIC PLC AT COST 59,744 55,916
H01301128 ALCON INC AT COST 15,698 14,431
V7780T103 ROYAL CARIBBEAN CRUI AT COST 6,839 7,613

TY 2024 LegalFeesSchedule
Name:
DUPUIS CHARITABLE TRUST FBO ST JUDE
EIN:
84-3939675
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 900     900


TY 2024 OtherDecreasesSchedule
Name:
DUPUIS CHARITABLE TRUST FBO ST JUDE
EIN:
84-3939675
Description Amount
PY RETURN OF CAPITAL ADJUSTMENT 3,819
TAX LOT BASIS ADJUSTMENT 25
PARTNERSHIP DISTRIBUTION ADJUSTMENT 8,189
PARTNERSHIP INCOME ADJUSTMENT 4,464


TY 2024 OtherExpensesSchedule
Name:
DUPUIS CHARITABLE TRUST FBO ST JUDE
EIN:
84-3939675
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 54 54   0
PARTNERSHIP EXPENSES 33,388 33,388   0


TY 2024 OtherIncomeSchedule2
Name:
DUPUIS CHARITABLE TRUST FBO ST JUDE
EIN:
84-3939675
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FROM PARTNERSHIP/S-CORP 37,852 39,679  


TY 2024 OtherIncreasesSchedule
Name:
DUPUIS CHARITABLE TRUST FBO ST JUDE
EIN:
84-3939675
Description Amount
MUTUAL FUND TIMING ADJ 729
ROUNDING 3


TY 2024 TaxesSchedule
Name:
DUPUIS CHARITABLE TRUST FBO ST JUDE
EIN:
84-3939675
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 3,877 3,877   0
FEDERAL TAX PAYMENT - PRIOR YE 6,777 0   0
FEDERAL ESTIMATES - PRINCIPAL 5,749 0   0
FOREIGN TAXES ON NONQUALIFIED 1,628 1,628   0