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 07-01-2024 , and ending 06-30-2025
Name of foundation
JEAN JACK AND MILDRED LEMONS CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

43-6328116
B Telephone number (see instructions)

(314) 418-2643
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$9,530,502J 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... 249,010 247,827  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 802,346
b Gross sales price for all assets on line 6a 4,499,989
7 Capital gain net income (from Part IV, line 2)... 802,346
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
92 92  
12 Total. Add lines 1 through 11........ 1,051,448 1,050,265  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 107,429 96,686   10,743
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,500 0 0 1,500
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
9,338 2,825   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 118,267 99,511 0 12,243
25 Contributions, gifts, grants paid....... 385,000 385,000
26 Total expenses and disbursements. Add lines 24 and 25 503,267 99,511 0 397,243
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 548,181
b Net investment income (if negative, enter -0-) 950,754
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......... 102,434 130,483 130,483
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)....... 1,460,008 Click to see attachment
List of Attached Documents:
// Content
1,402,129 		2,560,952
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).......... 5,626,524 Click to see attachment
List of Attached Documents:
// Content
6,204,368 		6,839,067
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) 7,188,966 7,736,980 9,530,502
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........ 7,188,966 7,736,980
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)..... 7,188,966 7,736,980
30 Total liabilities and net assets/fund balances (see instructions). 7,188,966 7,736,980
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
7,188,966
2
Enter amount from Part I, line 27a .....................
2
548,181
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
86
4
Add lines 1, 2, and 3 ..........................
4
7,737,233
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
253
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,736,980
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 11492.832 CREDIT SUISSE COMMODITY RETURN   2024-05-02 2024-07-30
b 17. AMERICAN TOWER CORP   2023-10-05 2024-08-19
c 165. AMERICAN TOWER CORP     2024-08-19
d 62. ISHARES RUSSELL MIDCAP VALUE ETF   2023-03-22 2024-08-19
e 88. ISHARES MIDCAP INDEX FD   2023-03-22 2024-08-19
836. MOBILEYE GLOBAL INC COMMON CLASS A   2024-01-11 2024-08-19
259. NIKE INC CL B COM   2024-03-22 2024-08-19
91. SALESFORCE COM INC   2020-05-04 2024-08-19
635. SCHWAB US REIT ETF   2019-05-22 2024-08-19
14. SERVICENOW INC   2022-01-14 2024-08-19
122. TRADE DESK INC THE CLASS A   2020-01-23 2024-08-19
42. UNITEDHEALTH GRP INC COM     2024-08-19
1091. INVESCO S P 500 EQUAL WEIGHT ETF     2024-09-10
15. BLACKROCK INC COM   2022-08-04 2024-10-11
53. DANAHER CORP COM   2023-01-23 2024-10-11
180. ISHARES CORE MSCI EMERGING MKTS ETF   2022-01-14 2024-10-11
21. NETFLIX.COM INC COM   2023-02-06 2024-10-11
51. S P GLOBAL INC COM     2024-10-11
348. AMERICAN BEACON STEPHENS MID CAP GR     2024-11-12
38. APPLE INC   2024-08-19 2024-11-12
4688. ISHARES CORE TOTAL US BOND MARKETETF     2024-11-12
1530. ISHARES CORE TOTAL US BOND MARKETETF     2024-11-12
92. ISHARES RUSSELL MIDCAP VALUE ETF     2024-11-12
314. ISHARES MIDCAP INDEX FD     2024-11-12
112. ISHARES RUSSELL 2000 INDEX FUND     2024-11-12
219. AMERICAN BEACON STEPHENS MID CAP GR   2019-05-22 2024-12-17
212. TARGET CORP     2024-12-17
85. TRADE DESK INC THE CLASS A   2024-03-22 2024-12-17
48. TRADE DESK INC THE CLASS A   2020-01-23 2024-12-17
375. ZILLOW GROUP INC   2022-01-14 2024-12-17
354. APTIV PLC     2024-12-17
280. ALBEMARLE CORP COM     2025-01-23
557. CENTENE CORP COM     2025-01-23
291. EDWARDS LIFESCIENCES CORP COM     2025-01-23
116. J P MORGAN CHASE & CO   2020-06-18 2025-01-23
49. MICROSOFT CORP   2017-03-14 2025-01-23
217. NEXTERA ENERGY INC     2025-01-23
116. SALESFORCE COM INC   2020-05-04 2025-01-23
136. VERTIV HOLDINGS CO   2024-06-21 2025-01-23
328. WAL MART STORES INC   2018-03-27 2025-01-23
276. BANK OF AMERICA CORP   2023-03-22 2025-03-06
467. ISHARES CORE TOTAL US BOND MARKETETF   2020-02-19 2025-03-06
43. LULULEMON ATHLETICA INC   2022-09-16 2025-03-06
309. SCHLUMBERGER LTD ISIN #AN8068571086   2024-03-22 2025-03-06
279. TARGET CORP     2025-03-06
128. UBER TECHNOLOGIES INC   2023-03-22 2025-03-06
203. ZILLOW GROUP INC   2024-03-22 2025-03-06
38. ZILLOW GROUP INC   2022-01-14 2025-03-06
520. EXACT SCIENCES CORPORATION   2025-01-23 2025-04-17
72. ISHARES CORE TOTAL US BOND MARKETETF     2025-04-17
116. PALO ALTO NETWORKS INC   2022-08-04 2025-04-17
357. SCHLUMBERGER LTD ISIN #AN8068571086     2025-04-17
71. ALPHABET INC CL A   2023-02-06 2025-05-02
71. AMAZON COM INC   2020-01-23 2025-05-02
9467.686 AMERICAN BEACON STEPHENS MID CAP GR   2019-05-22 2025-05-02
61. APPLE INC   2024-08-19 2025-05-02
44. DANAHER CORP COM   2024-12-17 2025-05-02
17. FACEBOOK INC A   2019-09-04 2025-05-02
16. HOME DEPOT INC   2024-01-11 2025-05-02
1034. ISHARES LEHMAN 20+ YR TREAS   2024-11-12 2025-05-02
2904. ISHARES RUSSELL MIDCAP VALUE ETF     2025-05-02
6418. ISHARES MIDCAP INDEX FD     2025-05-02
2009. ISHARES RUSSELL 2000 INDEX FUND     2025-05-02
682. ISHARES MSCI EAFE VALUE ETF     2025-05-02
13. J P MORGAN CHASE & CO   2020-06-18 2025-05-02
37730.419 WESTERN ASSET INCOME IS   2024-11-12 2025-05-02
25. MICROSOFT CORP   2017-03-14 2025-05-02
46. NVIDIA CORP COM   2024-06-21 2025-05-02
50. PALO ALTO NETWORKS INC   2022-08-04 2025-05-02
75. SCHWAB CHARLES CORP NEW COM   2024-01-11 2025-05-02
8. SERVICENOW INC     2025-05-02
15. SYNOPSYS INC COM   2025-01-23 2025-05-02
107. UBER TECHNOLOGIES INC     2025-05-02
207. VANGUARD TOTAL WORLD STOCK INDEX ETF   2024-11-12 2025-05-02
78. VERTIV HOLDINGS CO   2024-06-21 2025-05-02
99. ADVANCED MICRO DEVICES INC COM   2024-08-19 2025-06-20
53. ALPHABET INC CL A     2025-06-20
50. AMAZON COM INC   2020-01-23 2025-06-20
21. AMERICAN TOWER CORP   2023-10-05 2025-06-20
58. APPLE INC   2024-08-19 2025-06-20
232. BANK OF AMERICA CORP   2023-03-22 2025-06-20
7. BLACKROCK INC COM   2022-08-04 2025-06-20
101. COPART INC COM   2024-01-11 2025-06-20
5. COSTCO WHOLESALE CORP COM   2018-03-27 2025-06-20
21. DANAHER CORP COM   2024-12-17 2025-06-20
10. FACEBOOK INC A   2019-09-04 2025-06-20
1. HOME DEPOT INC   2021-06-18 2025-06-20
12. HOME DEPOT INC   2024-01-11 2025-06-20
13. INTUITIVE SURGICAL INC NEW   2025-04-17 2025-06-20
179. ISHARES CORE MSCI EAFE ETF     2025-06-20
1448. ISHARES CORE MSCI EMERGING MKTS ETF     2025-06-20
18. J P MORGAN CHASE & CO   2020-06-18 2025-06-20
368.256 CLEARBRIDGE INTERNATIONAL GROWTH     2025-06-20
26. MICROSOFT CORP   2017-03-14 2025-06-20
77. MICRON TECHNOLOGY INC COM   2025-01-23 2025-06-20
6. NETFLIX.COM INC COM   2025-04-17 2025-06-20
7. NEXTERA ENERGY INC   2022-06-14 2025-06-20
109. NVIDIA CORP COM   2022-09-16 2025-06-20
60. OKTA INC   2025-04-17 2025-06-20
13. S P GLOBAL INC COM   2024-01-11 2025-06-20
57. SCHWAB CHARLES CORP NEW COM   2024-01-11 2025-06-20
102. BLOCK INC   2025-01-23 2025-06-20
25. TALEN ENERGY CORP COM   2025-03-06 2025-06-20
100. TRADE DESK INC THE CLASS A   2024-01-11 2025-06-20
5. TRADE DESK INC THE CLASS A   2024-03-22 2025-06-20
58. UBER TECHNOLOGIES INC   2022-09-16 2025-06-20
22. UNITEDHEALTH GRP INC COM   2024-03-22 2025-06-20
179. VANGUARD TOTAL WORLD STOCK INDEX ETF   2024-11-12 2025-06-20
283. VANGUARD RUSSELL 2000 INDEX FUND ETF   2025-05-02 2025-06-20
89. VANGUARD MID CAP ETF   2025-05-02 2025-06-20
43. VERTIV HOLDINGS CO   2024-06-21 2025-06-20
26. EATON CORP PLC SHS   2024-08-19 2025-06-20
10. LINDE PLC SHS   2025-01-23 2025-06-20
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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 250,544   263,646 -13,102
b 3,725   2,701 1,024
c 36,155   26,041 10,114
d 7,880   6,425 1,455
e 7,463   5,998 1,465
12,285   25,705 -13,420
21,621   23,963 -2,342
24,010   14,576 9,434
13,822   14,233 -411
11,619   7,336 4,283
12,467   3,433 9,034
24,339   20,720 3,619
187,480   177,465 10,015
14,731   10,428 4,303
14,292   12,391 1,901
10,316   10,986 -670
15,408   7,662 7,746
26,517   14,020 12,497
14,237   9,127 5,110
8,498   8,542 -44
459,763   467,112 -7,349
150,051   175,285 -25,234
12,621   9,155 3,466
29,319   19,203 10,116
27,047   19,224 7,823
9,047   5,620 3,427
27,722   27,123 599
11,389   7,233 4,156
6,431   1,351 5,080
29,422   20,078 9,344
20,434   32,648 -12,214
25,044   33,353 -8,309
35,676   31,102 4,574
19,938   23,600 -3,662
30,701   11,547 19,154
21,688   3,163 18,525
14,891   17,463 -2,572
38,565   18,581 19,984
20,936   11,905 9,031
30,323   9,502 20,821
11,343   7,829 3,514
45,987   53,436 -7,449
15,206   14,306 900
12,103   16,753 -4,650
32,033   29,934 2,099
9,599   4,103 5,496
14,982   10,137 4,845
2,805   2,035 770
21,829   27,582 -5,753
7,044   8,116 -1,072
19,587   9,660 9,927
12,632   17,813 -5,181
11,529   7,302 4,227
13,271   6,691 6,580
353,807   242,941 110,866
12,382   13,712 -1,330
8,779   10,353 -1,574
9,881   3,180 6,701
5,835   5,673 162
90,979   94,895 -3,916
360,841   252,726 108,115
547,997   331,296 216,701
399,255   303,993 95,262
41,888   35,391 6,497
3,254   1,294 1,960
187,520   190,916 -3,396
10,864   1,614 9,250
5,235   5,872 -637
9,534   4,164 5,370
6,232   4,878 1,354
7,856   4,141 3,715
7,029   8,278 -1,249
8,881   3,416 5,465
24,542   25,081 -539
7,314   6,828 486
13,020   15,327 -2,307
9,164   4,533 4,631
10,550   4,712 5,838
4,561   3,336 1,225
11,560   13,038 -1,478
10,544   6,581 3,963
6,874   4,866 2,008
4,919   4,779 140
4,897   934 3,963
4,090   4,941 -851
6,907   1,870 5,037
348   302 46
4,176   4,255 -79
6,660   6,331 329
14,461   11,868 2,593
83,775   76,354 7,421
4,974   1,792 3,182
26,776   18,917 7,859
12,476   1,679 10,797
9,397   8,129 1,268
7,415   5,879 1,536
504   495 9
15,845   1,401 14,444
6,042   5,889 153
6,551   5,610 941
5,151   3,707 1,444
6,504   8,960 -2,456
7,238   4,701 2,537
6,868   6,757 111
343   425 -82
4,925   1,828 3,097
6,757   10,833 -4,076
22,257   21,689 568
24,066   22,743 1,323
24,358   23,109 1,249
5,077   3,764 1,313
8,666   7,708 958
4,594   4,412 182
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
      19,990
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       -13,102
b       1,024
c       10,114
d       1,455
e       1,465
      -13,420
      -2,342
      9,434
      -411
      4,283
      9,034
      3,619
      10,015
      4,303
      1,901
      -670
      7,746
      12,497
      5,110
      -44
      -7,349
      -25,234
      3,466
      10,116
      7,823
      3,427
      599
      4,156
      5,080
      9,344
      -12,214
      -8,309
      4,574
      -3,662
      19,154
      18,525
      -2,572
      19,984
      9,031
      20,821
      3,514
      -7,449
      900
      -4,650
      2,099
      5,496
      4,845
      770
      -5,753
      -1,072
      9,927
      -5,181
      4,227
      6,580
      110,866
      -1,330
      -1,574
      6,701
      162
      -3,916
      108,115
      216,701
      95,262
      6,497
      1,960
      -3,396
      9,250
      -637
      5,370
      1,354
      3,715
      -1,249
      5,465
      -539
      486
      -2,307
      4,631
      5,838
      1,225
      -1,478
      3,963
      2,008
      140
      3,963
      -851
      5,037
      46
      -79
      329
      2,593
      7,421
      3,182
      7,859
      10,797
      1,268
      1,536
      9
      14,444
      153
      941
      1,444
      -2,456
      2,537
      111
      -82
      3,097
      -4,076
      568
      1,323
      1,249
      1,313
      958
      182
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 802,346
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 13,215
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 13,215
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 13,215
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,412
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,412
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 7,803
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMO
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 arrowUS BANK NA Telephone no.right arrow (417) 625-3202

Located atright arrowPO BOX 387ST LOUISMO ZIP+4right arrow63166
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)
Yes
 
(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
 
No
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
DR DENNIS SMITH GRANT SELECTION
0 		0    
2700 MCCLELLAND BLVD
JOPLIN,MO64804
DR NORM RIDDER GRANT SELECTION
0 		0    
2700 MCCLELLAND BLVD
JOPLIN,MO64804
DR MELINDA MOSS GRANT SELECTION
0 		0    
2700 MCCLELLAND BLVD
JOPLIN,MO64804
US BANK N A TRUSTEE
1 		107,429    
PO BOX 0634
MILWAUKEE,WI53201
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
9,269,817
b
Average of monthly cash balances.......................
1b
88,351
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
9,358,168
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
9,358,168
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
140,373
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,217,795
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
460,890
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
460,890
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
13,215
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,215
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
447,675
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
447,675
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
447,675
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
397,243
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
397,243
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 7 447,675
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...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 94,436
e From 2023...... 139,842
f Total of lines 3a through e ........ 234,278
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 397,243
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)........ 		0
d Applied to 2024 distributable amount..... 397,243
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 50,432 50,432
(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 5 183,846
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 ...... 		183,846
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 44,004
d Excess from 2023.... 139,842
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

COMMUNITY CLINIC

701 S JOPLIN AVE
JOPLIN,MO64801 		NONE PC GENERAL OPERATING 40,000

JOPLIN AREA CATHOLIC SCHOOLS

931 BYERLY AVE
JOPLIN,MO64801 		NONE I SCHOLARSHIP 2,000

JOPLIN ASSOCIATION FOR THE BLIND

311 S SCHIFFERDECKER AVE
JOPLIN,MO64801 		NONE PC GENERAL OPERATING 4,000

JOPLIN SCHOOLS

310 W 8TH STREET
JOPLIN,MO64802 		NONE I SCHOLARSHIP 9,500

LIFE CHOICES

531 EAST 7TH ST
JOPLIN,MO64801 		NONE PC GENERAL OPERATING 5,000

BOY SCOUTS OZARK TRAILS COUNCIL

1616 S EASTGATE AVE
SPRINGFIELD,MO65809 		NONE PC GENERAL OPERATING 2,500

JOPLIN NALA READ

PO BOX 447
JOPLIN,MO648020447 		NONE PC GENERAL OPERATING 4,000

CONNECT2CULTURE

407 S PENNSYLVANIA AVE
JOPLIN,MO68401 		NONE I GENERAL OPERATING 1,875

HIGHER POWER GARAGE

711 N SCHIFFERDECKER AVE
JOPLIN,MO64801 		NONE PC GENERAL OPERATING 5,000

ECONOMIC SECURITY CORPORATION

302 S JOPLIN AVE
JOPLIN,MO64801 		NONE PC GENERAL OPERATING 4,000

ASCENT RECOVERY RESIDENCES

PO BOX 4368
JOPLIN,MO64803 		NONE PC GENERAL OPERATING 3,000

CROSSLINES CHURCHES JOPLIN AREA

320 SCHOOL AVE
JOPLIN,MO64801 		NONE PC GENERAL OPERATING 4,000

BARNABAS FOUNDATION

PO BOX 3200
SPRINGFIELD,MO65808 		NONE PC GENERAL OPERATING 5,000

AMERICAN CANCER SOCIETY

3380 CHASTAIN MEADOWS PKWY
KENNESAW,GA30144 		NONE I GENERAL OPERATING 10,000

JOPLIN HISTORICAL AND MINERAL MUSEUM

504 S SCHIFFERDECKER AVE
JOPLIN,MO64801 		NONE PC GENERAL OPERATING 9,000

CHILDREN'S CENTER OF SW MISSOURI

921 EAST 34TH STREET SUITE A
JOPLIN,MO64804 		NONE I GENERAL OPERATING 12,500

MERCY HEALTH FOUNDATION JOPLIN

100 MERCY WAY
JOPLIN,MO648044524 		NONE PC GENERAL OPERATING 12,500

JOPLIN REGIONAL MEDICAL SCHOOL ALLIANCE

100 S WOOD ST
NEOSHO,MO648501819 		NONE PC GENERAL OPERATING 15,000

BOYS AND GIRLS CLUBS OF SW MISSOURI

317 COMINGO AVE
JOPLIN,MO64801 		NONE PC GENERAL OPERATING 12,500

YMCA

1129 20TH ST NW
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING 25,000

MISSOURI SOUTHERN FOUNDATION

3950 NEWMAN RD
JOPLIN,MO648011512 		NONE PC GENERAL OPERATING 20,000

LAFAYETTE HOUSE

PO BOX 1765
JOPLIN,MO64802 		NONE PC GENERAL OPERATING 5,125

MISSOURI STATE UNIVERSITY FOUNDATION

901 S NATIONAL AVE
SPRINGFIELD,MO658970027 		NONE I SCHOLARSHIP 3,000

NEW HEIGHTS CHRISTIAN ACADEMY

4311 NEWMAN RD
JOPLIN,MO648014017 		NONE I SCHOLARSHIP 7,500

MAIN STREET JOPLIN

931 E 4TH ST
JOPLIN,MO648012232 		NONE PC GENERAL OPERATING 12,500

YOUTH VOLUNTEER CORPS

1025 JEFFERSON ST
KANSAS CITY,MO641051329 		NONE PC GENERAL OPERATING 2,500

JOPLIN LIBRARY FOUNDATION

1901 E 20TH ST
JOPLIN,MO648041017 		NONE PC GENERAL OPERATING 4,000

FREEMAN HEALTH SYSTEM

1102 W 32ND ST
JOPLIN,MO648043503 		NONE PC GENERAL OPERATING 9,000

RONALD MCDONALD HOUSE CHARITIES OF THE F

PO BOX 2688
JOPLIN,MO648032688 		NONE PC GENERAL OPERATING 5,000

COLLEGE OF THE OZARKS

PO BOX 17
POINT LOOKOUT,MO657260017 		NONE I SCHOLARSHIP 10,000

CHILDRENS MERCY HOSPITAL

2401 GILLHAM RD
KANSAS CITY,MO641084619 		NONE PC GENERAL OPERATING 10,000

GEORGE A SPIVA CENTER FOR THE ARTS

212 W 7TH ST
JOPLIN,MO648012581 		NONE PC GENERAL OPERATING 4,000

JOPLIN TRANSITIONAL HOUSING INC

1408 EUCLID AVE
JOPLIN,MO648011306 		NONE PC GENERAL OPERATING 4,500

CARTERVILLE CEMETERY ASSOCIATION INC

PO BOX 23
CARTERVILLE,MO648350023 		NONE PC GENERAL OPERATING 20,000

AMERICAN NATIONAL RED CROSS

431 18TH ST NW
WASHINGTON,DC200065310 		NONE PC GENERAL OPERATING 5,000

PROMUSICA

402 S MAIN ST STE 502
JOPLIN,MO64801 		NONE PC GENERAL OPERATING 4,000

JASPER COUNTY CASA

420 GRAND AVENUE STE 159B
JOPLIN,MO64801 		NONE PC GENERAL OPERATING 5,000

WILDCAT GLADES FRIENDS GROUP

PO BOX 3063
JOPLIN,MO64803 		NONE PC GENERAL OPERATING 2,000

BRIGHT FUTURES JOPLIN

825 S PEARL AVE
JOPLIN,MO648014336 		NONE PC GENERAL OPERATING 12,500

CREATIVE LEARNING ALLIANCE

PO BOX 3655
JOPLIN,MO64803 		NONE PC GENERAL OPERATING 4,000

SOUTHWEST MISSOURI COMM ALLIANCE

1601 S WALL AVE
JOPLIN,MO64804 		NONE PC GENERAL OPERATING 15,000

PRESSING TOWARD THE GOAL MINISTRIES

1042 S ORNER ST
CARTHAGE,MO648362140 		NONE PC GENERAL OPERATING 4,000

HABITAT FOR HUMANITY

285 PEACHTREE CENTER AVE
ATLANTA,GA30303 		NONE PC GENERAL OPERATING 5,000

CHILDREN'S HAVEN

711 S PICHER AVENUE
JOPLIN,MO64801 		NONE PC GENERAL OPERATING 15,000

REGIONAL HEALTH AND WELFARE

PO BOX 8182
JOPLIN,MO64802 		NONE PC GENERAL OPERATING 10,000
Total .................................right arrow 3a 385,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 249,010  
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 ............ 		    18 802,346  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 92  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,051,448  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,051,448
(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:
JEAN JACK AND MILDRED LEMONS CHARITABLE TRUST
EIN:
43-6328116
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2024 InvestmentsCorpStockSchedule
Name:
JEAN JACK AND MILDRED LEMONS CHARITABLE TRUST
EIN:
43-6328116
Name of Stock End of Year Book Value End of Year Fair Market Value
893641100 TRANSDIGM GROUP INC 7,049 39,537
H1467J104 CHUBB LTD    
03027X100 AMERICAN TOWER CORP 17,159 23,870
02079K305 ALPHABET INC CL A 27,468 113,140
78409V104 S P GLOBAL INC COM 20,102 29,001
931142103 WAL MART STORES INC 8,819 32,756
037833100 APPLE INC 41,737 147,928
57636Q104 MASTERCARD INC 4,764 21,916
56585A102 MARATHON PETROLEUM C 27,155 25,913
023135106 AMAZON.COM INC 61,504 136,241
46625H100 J P MORGAN CHASE CO 20,173 66,969
375558103 GILEAD SCIENCES INC    
060505104 BANK OF AMERICA CORP 26,108 51,815
91324P102 UNITEDHEALTH GROUP I 24,263 33,381
594918104 MICROSOFT CORP 22,143 173,596
22160K105 COSTCO WHOLESALE COR 3,924 20,789
30303M102 FACEBOOK INC A 25,082 104,809
808513105 SCHWAB CHARLES CORP 39,805 62,682
28176E108 EDWARDS LIFESCIENCES    
81762P102 SERVICENOW INC 33,209 69,909
15135B101 CENTENE CORP COM    
012653101 ALBEMARLE CORP    
70450Y103 PAYPAL HOLDINGS INC    
G6095L109 APTIV PLC    
87612E106 TARGET CORP    
461202103 INTUIT INC 9,857 29,142
217204106 COPART INC COM 20,284 25,271
88339J105 TRADE DESK INC THE C 32,859 35,563
79466L302 SALESFORCE COM INC    
009066101 AIRBNB INC CL A    
67066G104 NVIDIA CORP 29,350 215,498
437076102 HOME DEPOT INC 47,490 57,929
65339F101 NEXTERA ENERGY INC 28,517 31,586
98954M101 ZILLOW GROUP INC    
00724F101 ADOBE SYS INC 52,859 42,944
007903107 ADVANCED MICRO DEVIC 41,786 63,004
09247X101 BLACKROCK INC    
126650100 CVS HEALTH CORPORATI    
235851102 DANAHER CORP 65,805 58,472
29444U700 EQUINIX INC 26,573 25,455
550021109 LULULEMON ATHLETICA    
57667L107 MATCH GROUP INC NEW    
64110L106 NETFLIX.COM INC 20,576 28,122
697435105 PALO ALTO NETWORKS I 21,320 52,388
70432V102 PAYCOM SOFTWARE INC    
90353T100 UBER TECHNOLOGIES IN 23,569 69,788
26142V105 DRAFTKINGS INC NEW 34,270 41,560
532457108 ELI LILLY CO 55,093 53,788
60741F104 MOBILEYE GLOBAL INC    
654106103 NIKE INC    
806857108 SCHLUMBERGER LTD COM 25,661 17,779
871607107 SYNOPSYS INC 60,052 61,522
922475108 VEEVA SYSTEMS INC-CL 24,225 35,710
92537N108 VERTIV HOLDINGS CO 43,894 70,882
09290D101 BLACKROCK INC COM 25,026 37,773
127097103 COTERRA ENERGY INC 20,741 21,446
166764100 CHEVRON CORP COM 28,374 26,920
46120E602 INTUITIVE SURGICAL I 21,428 23,910
502431109 L3HARRIS TECHNOLOGIE 27,958 31,857
58733R102 MERCADOLIBRE INC 36,339 52,273
595112103 MICRON TECHNOLOGY IN 34,505 43,138
679295105 OKTA INC 20,710 21,094
852234103 BLOCK INC 33,701 31,655
87422Q109 TALEN ENERGY CORP CO 21,811 33,729
G29183103 EATON CORP PLC SHS 32,766 40,697
G54950103 LINDE PLC SHS 24,266 25,805

TY 2024 InvestmentsOtherSchedule2
Name:
JEAN JACK AND MILDRED LEMONS CHARITABLE TRUST
EIN:
43-6328116
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
74440B884 PGIM TOTAL RETURN BO AT COST 447,007 388,415
464287655 ISHARES RUSSELL 2000      
46434G103 ISHARES CORE MSCI EM AT COST 549,552 670,415
464287499 ISHARES RUSSELL MID      
04314H568 ARTISAN HIGH INCOME AT COST 425,827 388,881
464288877 ISHARES MSCI EAFE VA AT COST 299,374 384,562
464287226 ISHARES CORE U.S. AG AT COST 992,172 972,458
464287473 ISHARES RUSSELL MIDC      
024524217 AMERICAN BEACON STEP      
46432F842 ISHARES CORE MSCI EA AT COST 572,025 753,490
524686524 CLEARBRIDGE INTERNAT      
808524847 SCHWAB US REIT ETF AT COST 322,411 369,009
98MSCF1K8 PARTNERS GROUP PRVT AT COST 287,029 326,066
861728400 STONE RIDGE HY REINS AT COST 263,527 264,264
22544R305 CREDIT SUISSE COMMOD      
46137V357 INVESCO S P 500 EQUA      
52471E258 CLEARBRIDGE INTERNAT AT COST 244,917 384,496
922042742 VANGUARD TOTAL WORLD AT COST 358,891 380,676
92206C664 VANGUARD RUSSELL 200 AT COST 350,069 379,930
922908629 VANGUARD MID CAP ETF AT COST 1,091,567 1,176,405

TY 2024 OtherDecreasesSchedule
Name:
JEAN JACK AND MILDRED LEMONS CHARITABLE TRUST
EIN:
43-6328116
Description Amount
PY RETURN OF CAPITAL ADJUSTMENT 232
TAX LOT ADJUSTMENT 21


TY 2024 OtherIncomeSchedule2
Name:
JEAN JACK AND MILDRED LEMONS CHARITABLE TRUST
EIN:
43-6328116
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 92 92  


TY 2024 OtherIncreasesSchedule
Name:
JEAN JACK AND MILDRED LEMONS CHARITABLE TRUST
EIN:
43-6328116
Description Amount
COST BASIS ADJUSTMENT 86


TY 2024 TaxesSchedule
Name:
JEAN JACK AND MILDRED LEMONS CHARITABLE TRUST
EIN:
43-6328116
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,964 1,964   0
FEDERAL TAX PAYMENT - PRIOR YE 1,101 0   0
FEDERAL ESTIMATES - PRINCIPAL 5,412 0   0
FOREIGN TAXES ON NONQUALIFIED 861 861   0