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
TRIPLETT FBO R S C C FNDN
 
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

94-6278858
B Telephone number (see instructions)

(213) 236-7327
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$2,466,451J 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) 98
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 63,500 63,458  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 27,990
b Gross sales price for all assets on line 6a 341,994
7 Capital gain net income (from Part IV, line 2)... 27,990
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).......      
12 Total. Add lines 1 through 11........ 91,588 91,448  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 27,881 25,092   2,788
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
750 0 0 750
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
1,349 765   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
4 4    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,984 25,861 0 3,538
25 Contributions, gifts, grants paid....... 116,580 116,580
26 Total expenses and disbursements. Add lines 24 and 25 146,564 25,861 0 120,118
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -54,976
b Net investment income (if negative, enter -0-) 65,587
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......... 21,154 27,353 27,353
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)....... 629,668 Click to see attachment
List of Attached Documents:
// Content
617,797 		1,255,504
c Investments—corporate bonds (attach schedule)....... 24,045 Click to see attachment
List of Attached Documents:
// Content
24,045 		24,739
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).......... 1,111,289 Click to see attachment
List of Attached Documents:
// Content
1,062,029 		1,158,855
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,786,156 1,731,224 2,466,451
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,786,156 1,731,224
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,786,156 1,731,224
30 Total liabilities and net assets/fund balances (see instructions). 1,786,156 1,731,224
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,786,156
2
Enter amount from Part I, line 27a .....................
2
-54,976
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
154
4
Add lines 1, 2, and 3 ..........................
4
1,731,334
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
110
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,731,224
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 2.1 GNMA #584389 6.500% 5/15/32   2002-05-15 2024-07-15
b 196. SPDR GOLD TRUST   2000-01-01 2024-07-16
c 6.97 F N M A #323715 6.000% 5/01/29   2006-04-25 2024-07-25
d 1628.78 BLACKROCK TACTICAL OPPORTUNITIES K   2022-05-25 2024-08-15
e 135. WALT DISNEY CO     2024-08-15
2.11 GNMA #584389 6.500% 5/15/32   2002-05-15 2024-08-15
196. SPDR GOLD TRUST   2000-01-01 2024-08-15
273.075 VANGUARD CORE BOND FUND ADMIRAL   2023-01-19 2024-08-15
7.44 F N M A #323715 6.000% 5/01/29   2006-04-25 2024-08-25
196. SPDR GOLD TRUST   2000-01-01 2024-09-13
2.13 GNMA #584389 6.500% 5/15/32   2002-05-15 2024-09-15
20. BRISTOL MYERS SQUIBB CO   2020-05-18 2024-09-25
150. COCA COLA COMPANY   1980-01-17 2024-09-25
7.47 F N M A #323715 6.000% 5/01/29   2006-04-25 2024-09-25
70. HUNT J B TRANS SVCS INC COM   2022-01-14 2024-09-25
240. MOBILEYE GLOBAL INC COMMON CLASS A     2024-09-25
17. NORTHROP GRUMMAN CORP COM W/RTS ATTACHED EXP 10/31/2008   2022-02-15 2024-09-25
96. SPDR GOLD TRUST   2022-05-25 2024-09-25
35. VEEVA SYSTEMS INC-CLASS A     2024-09-25
68. WEC ENERGY GROUP INC   2019-01-10 2024-09-25
41. APTIV PLC   2021-01-05 2024-09-25
90. ELECTRONIC ARTS COM   2020-01-21 2024-10-03
73. ISHARES RUSSELL 2000 INDEX FUND     2024-10-03
84. MONDELEZ INTL INC CL A   2022-01-14 2024-10-03
19. NIKE INC CL B COM   2024-06-12 2024-10-03
61. NIKE INC CL B COM   2020-05-18 2024-10-03
20. NORTHROP GRUMMAN CORP COM W/RTS ATTACHED EXP 10/31/2008     2024-10-03
100. SPDR GOLD TRUST   2022-05-25 2024-10-03
195.022 UNDISCOVERED MGRS BEHAVIORAL VALUE     2024-10-03
150. VANGUARD SMALL CAP GROWTH INDEX ETF     2024-10-03
45. VULCAN MATERIALS CO COM W/RIGHTS ATTACHED EXP 12/31/2008   2022-01-14 2024-10-03
50. APTIV PLC   2021-01-05 2024-10-08
2.14 GNMA #584389 6.500% 5/15/32   2002-05-15 2024-10-15
7.23 F N M A #323715 6.000% 5/01/29   2006-04-25 2024-10-25
2.15 GNMA #584389 6.500% 5/15/32   2002-05-15 2024-11-15
6.45 F N M A #323715 6.000% 5/01/29   2006-04-25 2024-11-25
1.19 GNMA #584389 6.500% 5/15/32   2002-05-15 2024-12-15
6.03 F N M A #323715 6.000% 5/01/29   2006-04-25 2024-12-25
3.14 GNMA #584389 6.500% 5/15/32   2002-05-15 2025-01-15
10.27 F N M A #323715 6.000% 5/01/29   2006-04-25 2025-01-25
2.18 GNMA #584389 6.500% 5/15/32   2002-05-15 2025-02-15
6.18 F N M A #323715 6.000% 5/01/29   2006-04-25 2025-02-25
2.2 GNMA #584389 6.500% 5/15/32   2002-05-15 2025-03-15
1829.925 DOUBLELINE CORE FIX INCOME I     2025-03-24
250. HEINEKEN NV SPON A D R   2024-10-03 2025-03-24
100. SANOFI A D R   2024-06-12 2025-03-24
775.624 VANGUARD CORE BOND FUND ADMIRAL   2023-01-19 2025-03-24
10.49 F N M A #323715 6.000% 5/01/29   2006-04-25 2025-03-25
2.21 GNMA #584389 6.500% 5/15/32   2002-05-15 2025-04-15
100. GE HEALTHCARE TECHNOLOGIES INC   2024-10-03 2025-04-16
80. OTIS WORLDWIDE CORP   2021-06-28 2025-04-16
250. SCHLUMBERGER LTD ISIN #AN8068571086   2024-10-03 2025-04-16
30. TARGET CORP   2019-01-10 2025-04-16
6.72 F N M A #323715 6.000% 5/01/29   2006-04-25 2025-04-25
2.22 GNMA #584389 6.500% 5/15/32   2002-05-15 2025-05-15
8.59 F N M A #323715 6.000% 5/01/29   2006-04-25 2025-05-25
2.23 GNMA #584389 6.500% 5/15/32   2002-05-15 2025-06-15
7.49 F N M A #323715 6.000% 5/01/29   2006-04-25 2025-06-25
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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(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 2   2  
b 14   10 4
c 7   7  
d 22,673   22,542 131
e 11,838   15,407 -3,569
2   2  
15   11 4
4,989   5,055 -66
7   7  
15   11 4
2   2  
1,012   1,288 -276
10,737   106 10,631
7   7  
12,156   13,957 -1,801
2,986   6,481 -3,495
9,016   6,535 2,481
23,623   16,512 7,111
7,245   6,656 589
6,433   4,684 1,749
2,909   5,473 -2,564
12,751   10,115 2,636
15,816   16,196 -380
6,030   5,712 318
1,568   1,786 -218
5,033   5,569 -536
10,785   7,420 3,365
24,467   17,200 7,267
16,953   12,921 4,032
39,673   37,474 2,199
10,882   8,636 2,246
3,477   6,674 -3,197
2   2  
7   7  
2   2  
6   6  
1   1  
6   6  
3   3  
10   10  
2   2  
6   6  
2   2  
16,945   20,648 -3,703
10,198   10,875 -677
5,607   4,905 702
13,938   14,357 -419
10   10  
2   2  
6,140   9,046 -2,906
7,763   6,484 1,279
8,514   11,111 -2,597
2,702   2,034 668
7   7  
2   2  
9   9  
2   2  
7   7  
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
      6,978
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        
b       4
c        
d       131
e       -3,569
       
      4
      -66
       
      4
       
      -276
      10,631
       
      -1,801
      -3,495
      2,481
      7,111
      589
      1,749
      -2,564
      2,636
      -380
      318
      -218
      -536
      3,365
      7,267
      4,032
      2,199
      2,246
      -3,197
       
       
       
       
       
       
       
       
       
       
       
      -3,703
      -677
      702
      -419
       
       
      -2,906
      1,279
      -2,597
      668
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 27,990
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) 1 912
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........................... 3 912
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- ..... 5 912
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 560
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.............. 7 560
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 9 352
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 arrowCA
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
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 arrowUS BANK NA Telephone no.right arrow (213) 236-7327

Located atright arrowPO BOX 0634MILWAUKEEWI ZIP+4right arrow532010634
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
US BANK N A TRUSTEE
1 		27,881    
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
2,409,431
b
Average of monthly cash balances.......................
1b
25,734
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,435,165
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
2,435,165
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
36,527
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,398,638
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
119,932
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
119,932
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
912
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
912
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
119,020
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
119,020
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
119,020
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
120,118
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
120,118
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 7 119,020
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...... 9,747
b From 2020...... 7,139
c From 2021...... 9,890
d From 2022...... 25,938
e From 2023...... 12,300
f Total of lines 3a through e ........ 65,014
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 120,118
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..... 119,020
e Remaining amount distributed out of corpus 1,098
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 66,112
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) ... 		9,747
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		56,365
10 Analysis of line 9:
a Excess from 2020.... 7,139
b Excess from 2021.... 9,890
c Excess from 2022.... 25,938
d Excess from 2023.... 12,300
e Excess from 2024.... 1,098
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

THE SALVATION ARMY

30840 HAWTHORNE BLVD GSD
RANCHO PALOS VERDES,CA90275 		NONE PC GENERAL OPERATING 116,580
Total .................................right arrow 3a 116,580
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 63,500  
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 27,990  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   91,490  
13Total. Add line 12, columns (b), (d), and (e)..................
13
91,490
(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:
TRIPLETT FBO R S C C FNDN
EIN:
94-6278858
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 750     750

TY 2024 InvestmentsCorpBondsSchedule
Name:
TRIPLETT FBO R S C C FNDN
EIN:
94-6278858
Name of Bond End of Year Book Value End of Year Fair Market Value
91282CJZ5 U S TREASURY NT 24,045 24,739

TY 2024 InvestmentsCorpStockSchedule
Name:
TRIPLETT FBO R S C C FNDN
EIN:
94-6278858
Name of Stock End of Year Book Value End of Year Fair Market Value
00724F101 ADOBE SYS INC 7,426 7,738
007903107 ADVANCED MICRO DEVIC 15,025 36,326
02079K305 ALPHABET INC CL A 17,118 38,771
023135106 AMAZON.COM INC 30,485 65,817
03027X100 AMERICAN TOWER CORP 8,248 11,272
031162100 AMGEN INC 11,294 15,077
032654105 ANALOG DEVICES INC 7,118 19,280
036752103 ELEVANCE HEALTH INC 17,877 15,169
037833100 APPLE INC 3,887 92,327
038222105 APPLIED MATERIALS IN 25,043 28,010
084670702 BERKSHIRE HATHAWAY I 25,571 41,290
110122108 BRISTOL MYERS SQUIBB 6,440 4,629
125896100 C M S ENERGY CORP 12,073 14,202
166764100 CHEVRON CORP COM 653 12,171
17275R102 CISCO SYSTEMS INC 22,603 32,539
172967424 CITIGROUP INC 14,137 21,280
191216100 COCA COLA COMPANY 142 14,150
20030N101 COMCAST CORP CLASS A 11,069 11,028
22160K105 COSTCO WHOLESALE COR 9,026 19,799
254687106 DISNEY WALT CO    
26875P101 E O G RES INC 12,448 14,234
285512109 ELECTRONIC ARTS INC    
34959J108 FORTIVE CORP WI 8,304 6,308
38141G104 GOLDMAN SACHS GROUP 6,193 24,771
438516106 HONEYWELL INTL INC 10,792 18,398
445658107 HUNT J B TRANS SVCS    
46625H100 J P MORGAN CHASE CO 3,707 71,608
532457108 ELI LILLY CO 15,225 84,189
548661107 LOWES CO INC 18,267 19,746
57636Q104 MASTERCARD INC 18,243 33,716
580135101 MCDONALDS CORP COM 12,708 20,452
58933Y105 MERCK AND CO INC 9,161 9,103
594918104 MICROSOFT CORP 10,152 119,378
609207105 MONDELEZ INTL INC CL 6,800 6,744
654106103 NIKE INC    
666807102 NORTHROP GRUMMAN COR    
67103H107 O REILLY AUTOMOTIVE 9,137 20,279
68902V107 OTIS WORLDWIDE CORP    
742718109 PROCTER GAMBLE CO 4,911 24,217
74340W103 PROLOGIS INC COM 12,436 8,620
808513105 SCHWAB CHARLES CORP 25,054 24,087
855244109 STARBUCKS CORP COM 6,744 8,063
872590104 T -MOBILE US INC 14,817 27,638
87612E106 TARGET CORP    
911312106 UNITED PARCEL SERVIC 12,221 7,671
91324P102 UNITEDHEALTH GROUP I 13,841 17,782
929160109 VULCAN MATERIALS CO    
92939U106 WEC ENERGY GROUP INC    
98138H101 WORKDAY INC 9,968 12,720
G54950103 LINDE PLC SHS 11,407 33,312
G5960L103 MEDTRONIC PLC 17,676 18,219
G6095L109 APTIV PLC    
60741F104 MOBILEYE GLOBAL INC    
80105N105 SANOFI A D R    
922475108 VEEVA SYSTEMS INC-CL    
009158106 AIR PRODUCTS CHEMICA 14,386 14,103
11135F101 BROADCOM INC 12,904 20,674
219350105 CORNING INC 8,963 10,518
30303M102 FACEBOOK INC A 5,307 7,381
46120E602 INTUITIVE SURGICAL I 9,663 10,868
595112103 MICRON TECHNOLOGY IN 10,262 12,325
64110L106 NETFLIX.COM INC 9,571 13,391
679295105 OKTA INC 9,945 9,997
931142103 WAL MART STORES INC 16,113 19,556
98956P102 ZIMMER BIOMET HOLDIN 5,236 4,561

TY 2024 InvestmentsOtherSchedule2
Name:
TRIPLETT FBO R S C C FNDN
EIN:
94-6278858
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09258N570 BLACKROCK TACTICAL O      
233203868 DFA LARGE CAP INTL P AT COST 40,192 46,384
256206103 DODGE COX INTERNATIO AT COST 43,798 57,608
256219106 DODGE COX STOCK FUND AT COST 26,333 27,703
258620301 DOUBLELINE CORE FIX AT COST 165,625 140,786
31374TSC4 F N M A #323715 AT COST 207 212
36201JF61 GNMA #584389 AT COST 42 41
41665X859 HARTFORD SCHRODERS E AT COST 53,106 81,473
464287564 ISHARES COHEN STEERS AT COST 24,981 47,705
464287655 ISHARES RUSSELL 2000 AT COST 43,582 64,737
46432F842 ISHARES CORE MSCI EA AT COST 67,866 83,480
552746356 MFS INTERNATIONAL GR AT COST 43,798 52,843
693390841 P I M C O HIGH YIELD AT COST 46,256 41,590
72201F490 PIMCO INCOME FUND IN AT COST 29,840 26,875
74440B884 PGIM TOTAL RETURN BO AT COST 174,257 154,268
78463V107 SPDR GOLD TRUST      
904504479 UNDISCOVERED MGRS BE AT COST 32,465 47,188
922020839 VANGUARD CORE BOND F AT COST 20,589 20,077
922908595 VANGUARD SMALL CAP G AT COST 21,478 27,694
024524217 AMERICAN BEACON STEP AT COST 10,000 11,250
025076647 AMERICAN CENTURY M/      
04314H568 ARTISAN HIGH INCOME AT COST 25,000 25,771
46434G103 ISHARES CORE MSCI EM AT COST 26,130 30,015
524686524 CLEARBRIDGE INTERNAT      
861728400 STONE RIDGE HY REINS AT COST 55,000 52,734
02508F760 AMERICAN CENTURY MID AT COST 35,000 36,475
464287226 ISHARES CORE U.S. AG AT COST 35,506 34,720
46434G764 ISHARES MSCI EMERGIN AT COST 5,978 6,314
52471E258 CLEARBRIDGE INTERNAT AT COST 35,000 40,912

TY 2024 OtherDecreasesSchedule
Name:
TRIPLETT FBO R S C C FNDN
EIN:
94-6278858
Description Amount
PY RETURN OF CAPITAL ADJUSTMENT 8
COST BASIS ADJUSTMENT 102


TY 2024 OtherExpensesSchedule
Name:
TRIPLETT FBO R S C C FNDN
EIN:
94-6278858
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 4 4   0


TY 2024 OtherIncreasesSchedule
Name:
TRIPLETT FBO R S C C FNDN
EIN:
94-6278858
Description Amount
PY PURCHASE OF ACCRUED INTEREST 154


TY 2024 TaxesSchedule
Name:
TRIPLETT FBO R S C C FNDN
EIN:
94-6278858
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 701 701   0
FEDERAL TAX PAYMENT - PRIOR YE 24 0   0
FEDERAL ESTIMATES - PRINCIPAL 560 0   0
FOREIGN TAXES ON NONQUALIFIED 64 64   0