Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
FLOYD H FURR FOUNDATION INC
C/O BARBARA FURR
Number and street (or P.O. box number if mail is not delivered to street address)12855 CARRIAGE FORD ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NOKESVILLE, VA201812428
A Employer identification number

27-1318473
B Telephone number (see instructions)

(703) 675-8069
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$4,899,547
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 173,129 173,129  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 34,979
b Gross sales price for all assets on line 6a 1,043,830
7 Capital gain net income (from Part IV, line 2)... 34,979
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 208,108 208,108  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 31,023 15,512   15,511
b Accounting fees (attach schedule)....... 13,905 6,953   6,952
c Other professional fees (attach schedule).... 23,606 23,606   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 6,453 253   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 27 14   13
23 Other expenses (attach schedule)....... 995 497   498
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 76,009 46,835   22,974
25 Contributions, gifts, grants paid....... 239,550 239,550
26 Total expenses and disbursements. Add lines 24 and 25 315,559 46,835   262,524
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -107,451
b Net investment income (if negative, enter -0-) 161,273
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 90,752 117,052 117,052
2 Savings and temporary cash investments......... 140,401 123,208 123,208
3 Accounts receivable right arrow202
Less: allowance for doubtful accounts right arrow     202 202
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 874,824 Click to see attachment
List of Attached Documents:
// Content
1,008,715
1,008,715
c Investments—corporate bonds (attach schedule)....... 3,070,937 Click to see attachment
List of Attached Documents:
// Content
2,959,350
2,959,350
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).......... 695,736 Click to see attachment
List of Attached Documents:
// Content
691,020
691,020
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) 4,872,650 4,899,547 4,899,547
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 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,872,650 4,899,547
29 Total net assets or fund balances (see instructions)..... 4,872,650 4,899,547
30 Total liabilities and net assets/fund balances (see instructions). 4,872,650 4,899,547
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
4,872,650
2
Enter amount from Part I, line 27a .....................
2
-107,451
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
134,348
4
Add lines 1, 2, and 3 ..........................
4
4,899,547
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,899,547
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 ASSETMARK (ST): DETAILS UPON REQUEST   2024-01-01 2024-12-31
b ASSETMARK (LT): DETAILS UPON REQUEST   2022-01-01 2024-12-31
c CAPITAL GAINS DIVIDENDS P    
d
e
(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 388,922   386,557 2,365
b 654,897   622,294 32,603
c 11     11
d
e
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       2,365
b       32,603
c       11
d
e
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 34,979
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 2,242
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 2,242
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 2,242
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 96
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,096
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 120
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,734
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow2,734 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowVA
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 arrowTHE FOUNDATION Telephone no.right arrow (703) 675-8069

Located atright arrow12855 CARRIAGE FORD ROADNOKESVILLEVA ZIP+4right arrow201812428
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
FLOYD H FURR PRESIDENT
2.00
0 0 0
12855 CARRIAGE FORD RD
NOKESVILLE,VA20181
TRACY NANTZ DIRECTOR
2.00
0 0 0
12855 CARRIAGE FORD RD
NOKESVILLE,VA20181
BARBARA J FURR SECRETARY/TREASURER
2.00
0 0 0
12855 CARRIAGE FORD RD
NOKESVILLE,VA20181
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
4,564,319
b
Average of monthly cash balances.......................
1b
384,310
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,948,629
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
4,948,629
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
74,229
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,874,400
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
243,720
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
243,720
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,242
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,242
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
241,478
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
241,478
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
241,478
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
262,524
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
262,524
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 7 241,478
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 6,361
f Total of lines 3a through e ........ 6,361
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 262,524
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..... 241,478
e Remaining amount distributed out of corpus 21,046
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 27,407
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 ......
27,407
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 6,361
e Excess from 2024.... 21,046
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).)
FLOYD H FURR
TRACY NANTZ
BARBARA J FURR
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
BOARD OF DIRECTORS
12855 CARRIAGE FORD ROAD
NOKESVILLE,VA20181
(703) 675-8069
bThe form in which applications should be submitted and information and materials they should include:
ELIGIBLE CANDIDATES MUST DEMONSTRATE A FINANCIAL NEED FOR ASSISTANCE AT A POST-SECONDARY SCHOOL AT WHICH THE CANDIDATE INTENDS TO PURSUE A DEGREE OR ARE PURSUING A DEGREE. ELIGIBLE CANDIDATES WILL ALSO NEED TO SUBMIT AT LEAST ONE RECOMMENDATION ATTESTING TO THEIR CHARACTER AND COMMUNITY ENGAGEMENT AND COMPLETE AN ESSAY PROMPT THAT WILL HIGHLIGHT THEIR COMMITMENT TO COMMUNITY SERVICE. EACH YEAR A NEW ESSAY TOPIC WILL BE PRESENTED FOR THE CANDIDATES TO COMPLETE AS PART OF THE SCHOLARSHIP APPLICATION, BUT IN ALL CASES, THIS ESSAY WILL BE FOCUSED ON COMMUNITY SERVICE.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE SCHOLARSHIP GRANTS WILL: (1) ONLY BE AWARDED TO STUDENTS WHO ARE CANDIDATES FOR DEGREES AT QUALIFYING EDUCATIONAL ORGANIZATIONS, AND (2) ONLY BE USED FOR EXPENSES SUCH AS TUITION, ENROLLMENT FEES, BOOKS, UNIFORMS, COMPUTER, EDUCATION SUPPLIES, TRAVEL TO AND FROM HOME AND CAMPUS (EXCLUDES STUDY ABROAD PROGRAMS), AND OTHER EXPENSES DIRECTLY RELATED TO THE STUDENT'S COURSE OF STUDY. THE PROGRAM WILL PROVIDE GRANTS FOR THE PURPOSE OF IMPROVING OR ENHANCING THE ARTISTIC, SCIENTIFIC, AND SIMILAR SKILLS OF THE GRANTEE. THE GRANT AWARD SIZES CAN FLUCTUATE DEPENDING ON THE STUDENT'S FINANCIAL NEEDS, THE FINANCIAL POSITION OF THE FOUNDATION, AND AT THE DISCRETION OF THE FOUNDATION'S BOARD OF DIRECTORS.
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
AARON MITCHELL


C/O LIBERTY UNIVERSITY 1971
UNIVERSITY BLVD
LYNCHBURG,VA24515
NONE I TUITION & EDUCATION EXPENSES 6,000
AARON SACHSE


C/O LIBERTY UNIVERSITY 1971
UNIVERSITY BLVD
LYNCHBURG,VA24515
NONE I TUITION & EDUCATION EXPENSES 3,000
ABBY HELTON


C/O PENSACOLA CHRISTIAN COLLEGE 250
BRENT LN
PENSACOLA,FL32503
NONE I TUITION & EDUCATION EXPENSES 3,000
ALLISON BISCHOFF


C/O PENSACOLA CHRISTIAN COLLEGE 250
BRENT LN
PENSACOLA,FL32503
NONE I TUITION & EDUCATION EXPENSES 6,000
AMANDA BRYAN


C/O PENSACOLA CHRISTIAN COLLEGE 250
BRENT LN
PENSACOLA,FL32503
NONE I TUITION & EDUCATION EXPENSES 3,000
BRET CORMICAN


C/O CROWN COLLEGE 8700 COLLEGE VIEW
DR
ST BONIFACIUS,MN55375
NONE I TUITION & EDUCATION EXPENSES 6,000
CAROLYNE VALENTINE


C/O ANDERSON UNIVERSITY 1100 E 5TH
ST
ANDERSON,IN46012
NONE I TUITION & EDUCATION EXPENSES 6,000
CHASE EDWARDS


C/O CLEMSON UNIVERSITY 105 SIKES
HALL
CLEMSON,SC29634
NONE I TUITION & EDUCATION EXPENSES 3,000
CHLOE KIDD


C/O PENSACOLA CHRISTIAN COLLEGE 250
BRENT LN
PENSACOLA,FL32503
NONE I TUITION & EDUCATION EXPENSES 6,000
CHLOE OBERMAN


C/O ST AMBROSE UNIVERSITY 518 W
LOCUST ST
DAVENPORT,IA52803
NONE I TUITION & EDUCATION EXPENSES 3,000
DAVID GALLAGHER


C/O PENSACOLA CHRISTIAN COLLEGE 250
BRENT LN
PENSACOLA,FL32503
NONE I TUITION & EDUCATION EXPENSES 5,500
DAVID ROGERS


C/O HEARTLAND BAPTIST BIBLE COLLEGE
4700 NW 10TH ST
OKLAHOMA,OK73127
NONE I TUITION & EDUCATION EXPENSES 3,000
DIEGO FLORES


C/O PENSACOLA CHRISTIAN COLLEGE 250
BRENT LN
PENSACOLA,FL32503
NONE I TUITION & EDUCATION EXPENSES 4,800
EDUARDO RODRIGUEZ


C/O COLLEGE OF WILLIAM AND MARY 116
JAMESTOWN RD
WILLIAMSBURG,VA23185
NONE I TUITION & EDUCATION EXPENSES 3,000
ELIZABETH EDWARDS


C/O LIBERTY UNIVERSITY 1971
UNIVERSITY BLVD
LYNCHBURG,VA24515
NONE I TUITION & EDUCATION EXPENSES 3,000
GRACE DOUGLAS


C/O BOB JONES UNIVERSITY 1700 WADE
HAMPTON BLVD
GREENVILLE,SC29614
NONE I TUITION & EDUCATION EXPENSES 6,000
GRACE STANLEY


C/O BOB JONES UNIVERSITY 1700 WADE
HAMPTON BLVD
GREENVILLE,SC29614
NONE I TUITION & EDUCATION EXPENSES 5,900
GRACIE VOLLNOGLE


C/O BOB JONES UNIVERSITY 1700 WADE
HAMPTON BLVD
GREENVILLE,SC29614
NONE I TUITION & EDUCATION EXPENSES 6,000
HANNAH HELTON


C/O LIBERTY UNIVERSITY 1971
UNIVERSITY BLVD
LYNCHBURG,VA24515
NONE I TUITION & EDUCATION EXPENSES 6,000
HOPE ROGERS


C/O HEARTLAND BAPTIST BIBLE COLLEGE
4700 NW 10TH ST
OKLAHOMA,OK73127
NONE I TUITION & EDUCATION EXPENSES 6,000
HUNTER DORA


C/O BOYCE COLLEGE 2825 LEXINGTON RD
LOUISVILLE,KY40280
NONE I TUITION & EDUCATION EXPENSES 6,000
ISAAC SHEETS


C/O CROWN COLLEGE 8700 COLLEGE VIEW
DR
ST BONIFACIUS,MN55375
NONE I TUITION & EDUCATION EXPENSES 9,000
JANE FARR


C/O BOB JONES UNIVERSITY 1700 WADE
HAMPTON BLVD
GREENVILLE,SC29614
NONE I TUITION & EDUCATION EXPENSES 3,000
JAYDEN BRANCH


C/O UNIVERSITY OF SOUTH CAROLINA
1501 PENDLETON ST
COLUMBIA,SC29208
NONE I TUITION & EDUCATION EXPENSES 6,000
JOSH DOUGLAS


C/O BOB JONES UNIVERSITY 1700 WADE
HAMPTON BLVD
GREENVILLE,SC29614
NONE I TUITION & EDUCATION EXPENSES 3,000
JOSHUA TORRES


C/O PENSACOLA CHRISTIAN COLLEGE 250
BRENT LN
PENSACOLA,FL32503
NONE I TUITION & EDUCATION EXPENSES 5,000
JULIA DOUGLAS


C/O BOB JONES UNIVERSITY 1700 WADE
HAMPTON BLVD
GREENVILLE,SC29614
NONE I TUITION & EDUCATION EXPENSES 6,000
KAITLYN LOWE


C/O MICHIGAN STATE UNIVERSITY 426
AUDITORIUM RD
EAST LANSING,MI48824
NONE I TUITION & EDUCATION EXPENSES 3,000
KALEB BOYLSTON


C/O MARANATHA BAPTIST UNIVERSITY
745 W MAIN ST
WATERTOWN,WI53094
NONE I TUITION & EDUCATION EXPENSES 6,000
KAYLA SHADLE


C/O LIBERTY UNIVERSITY 1971
UNIVERSITY BLVD
LYNCHBURG,VA24515
NONE I TUITION & EDUCATION EXPENSES 9,950
KAYTLYN BUSCHMAN


C/O NEW ENGLAND TECH 1 NEW ENGLAND
TECH BLVD
EAST GREENWICH,RI02818
NONE I TUITION & EDUCATION EXPENSES 6,000
KELSEY HODGE


C/O PENSACOLA CHRISTIAN COLLEGE 250
BRENT LN
PENSACOLA,FL32503
NONE I TUITION & EDUCATION EXPENSES 5,000
KYLIE JENKINS


C/O LIBERTY UNIVERSITY 1971
UNIVERSITY BLVD
LYNCHBURG,VA24515
NONE I TUITION & EDUCATION EXPENSES 3,000
LAUREN CALDWELL


C/O BAPTIST COLLEGE OF MINISTRY
APPLETON AVE
MENOMONEE FALLS,WI53051
NONE I TUITION & EDUCATION EXPENSES 6,000
MADELYN MILLER


C/O MARQUETTE UNIVERSITY 1250 W
WISCONSIN AVE
MILWAUKEE,WI53233
NONE I TUITION & EDUCATION EXPENSES 6,000
MARY VALENTINE


C/O ANDERSON UNIVERSITY 1100 E 5TH
ST
ANDERSON,IN46012
NONE I TUITION & EDUCATION EXPENSES 3,000
MELODY COLE


C/O NORTHWOOD UNIVERSITY 4000
WHITING DR
MIDLAND,MI48640
NONE I TUITION & EDUCATION EXPENSES 3,000
MELODY CRAWFORD


C/O LONGWOOD UNIVERSITY 201 HIGH ST
FARMVILLE,VA23901
NONE I TUITION & EDUCATION EXPENSES 6,000
MICHAEL MEERSMAN


C/O PENSACOLA CHRISTIAN COLLEGE 250
BRENT LN
PENSACOLA,FL32503
NONE I TUITION & EDUCATION EXPENSES 5,600
MIKEY GYSEL


C/O PENSACOLA CHRISTIAN COLLEGE 250
BRENT LN
PENSACOLA,FL32503
NONE I TUITION & EDUCATION EXPENSES 5,800
NATHANAEL GRAY


C/O LIBERTY UNIVERSITY 1971
UNIVERSITY BLVD
LYNCHBURG,VA24515
NONE I TUITION & EDUCATION EXPENSES 6,000
NAZOR PANOSIAN


C/O MEDICAL UNIVERSITY OF SC 171
ASHLEY AVE
CHARLESTON,SC29425
NONE I TUITION & EDUCATION EXPENSES 6,000
NOLAN BUSCHMAN


C/O CROWN COLLEGE 8700 COLLEGE VIEW
DR
ST BONIFACIUS,MN55375
NONE I TUITION & EDUCATION EXPENSES 6,000
PAIGE DAWSON


C/O BOB JONES UNIVERSITY 1700 WADE
HAMPTON BLVD
GREENVILLE,SC29614
NONE I TUITION & EDUCATION EXPENSES 6,000
REBECCA LOWE


C/O NORTHWOOD UNIVERSITY 4000
WHITING DR
MIDLAND,MI48640
NONE I TUITION & EDUCATION EXPENSES 3,000
SPENCER WILLHITE


C/O PENSACOLA CHRISTIAN COLLEGE 250
BRENT LN
PENSACOLA,FL32503
NONE I TUITION & EDUCATION EXPENSES 6,000
TIFFANIE WELLS


C/O LIBERTY UNIVERSITY 1971
UNIVERSITY BLVD
LYNCHBURG,VA24515
NONE I TUITION & EDUCATION EXPENSES 3,000
TROY CATON


C/O BOB JONES UNIVERSITY 1700 WADE
HAMPTON BLVD
GREENVILLE,SC29614
NONE I TUITION & EDUCATION EXPENSES 3,000
Total .................................right arrow 3a 239,550
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 173,129  
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 34,979  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 208,108 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
208,108
(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:
FLOYD H FURR FOUNDATION INC
 
C/O BARBARA FURR
EIN:
27-1318473
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 13,905 6,953   6,952

TY 2024 InvestmentsCorpBondsSchedule
Name:
FLOYD H FURR FOUNDATION INC
 
C/O BARBARA FURR
EIN:
27-1318473
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC SR NOTE CPN 3.200% DUE 05/14/26 172,901 172,901
AMERICAN ELEC PWR CO INC SR NOTE SER Q CPN 5.625% DUE 03/01/33 50,740 50,740
AON NORTH AMERICA INC GTD SR NOTE CPN 5.450% DUE 03/01/34 49,854 49,854
AT&T INC GLBL NOTE CPN 4.100% DUE 02/15/28 74,362 74,362
BERKSHIRE HATHAWAY FIN CORP SR NOTE CPN 2.875% DUE 03/15/32 48,197 48,197
BP CAP MKTS PLC GTD NOTE CPN 3.279% DUE 09/19/27 106,286 106,286
CANADIAN PACIFIC RAILWAY CO NOTE CPN 2.875% DUE 11/15/29 124,201 124,201
CAPITAL ONE FINL CORP SUB NOTE CPN 3.750% DUE 07/28/26 101,890 101,890
CITIGROUP INC SUB NOTE CPN 4.450% DUE 09/29/27 74,830 74,830
DOWDUPONT INC UNSECD NOTE CPN 4.725% DUE 11/15/28 73,673 73,673
ENERGY TRANSFER OPER LP SR NOTE CPN 3.750% DUE 05/15/30 174,967 174,967
ENTRPRS PRODS OPER LLC SR NOTE CPN 4.150% DUE 10/16/28 74,056 74,056
EQUINOR ASA GTD NOTE CPN 2.875% DUE 04/06/25 49,763 49,763
GENL MOTORS CO SR NOTE CPN 6.125% DUE 10/01/25 77,547 77,547
GOLDMAN SACHS GROUP INC NOTE CPN 3.800% DUE 03/15/30 136,715 136,715
JOHNSON & JOHNSON NOTE CPN 2.450% DUE 03/01/26 95,836 95,836
LOWES COS INC NOTE CPN 2.500% DUE 04/15/26 140,271 140,271
MICROSOFT CORP NOTE CPN 2.700% DUE 02/12/25 87,799 87,799
MORGAN STANLEY SUB NOTE SER F CPN 3.950% DUE 04/23/27 114,342 114,342
NORTHERN TR CORP NOTE CPN 6.125% DUE 11/02/32 160,375 160,375
PEPSICO INC SR NOTE CPN 2.850% DUE 02/24/26 139,468 139,468
PFIZER INC UNSECD NOTE CPN 3.450% DUE 03/15/29 131,638 131,638
PNC FINL SVCS GRP INC SR NOTE CPN 2.550% DUE 01/22/30 74,657 74,657
PROCTER & GAMBLE CO NOTE CPN 3.000% DUE 03/25/30 88,420 88,420
SCHWAB CHARLES CORP NEW SR NOTE CPN 2.450% DUE 03/03/27 122,980 122,980
TORONTO DOMINION BK UNSECD SR MEDIUM TERM NOTE CPN 2.000% DUE 09/10/31 91,187 91,187
UNITED TECHS CORP UNSECD NOTE CPN 4.125% DUE 11/16/28 85,737 85,737
VERIZON COMMNS INC UNSECD NOTE CPN 1.500% DUE 09/18/30 132,864 132,864
WALMART INC UNSECD NOTE CPN 3.700% DUE 06/26/28 103,794 103,794

TY 2024 InvestmentsCorpStockSchedule
Name:
FLOYD H FURR FOUNDATION INC
 
C/O BARBARA FURR
EIN:
27-1318473
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC 8,885 8,885
ADOBE INC 13,340 13,340
ALPHABET INC CL A 28,395 28,395
AMAZON.COM INC 43,878 43,878
AMERICAN ELECTRIC POWER COMPANY INC 5,995 5,995
AMERICAN TOWER CORP NEW 11,005 11,005
AMERICAN WATER WORKS COMPANY INC NEW 18,051 18,051
AMGEN INC 15,638 15,638
APPLE INC 33,807 33,807
ASML HOLDING NV NY REGISTRY SHS NEW 2012 7,624 7,624
AT&T INC 7,856 7,856
BERKSHIRE HATHAWAY INC CL B NEW 11,332 11,332
BEST BUY COMPANY INC 1,287 1,287
BLOCK H & R INC 2,378 2,378
BROADCOM INC 23,184 23,184
BROOKFIELD ASSET MGMT LTD CL A LTD VTG SHARES 3,251 3,251
CAPITAL ONE FINANCIAL CORP 22,290 22,290
CHEVRON CORP 6,518 6,518
CINCINNATI FINANCIAL CORP 7,185 7,185
CINTAS CORP 9,500 9,500
CITIGROUP INC NEW 8,447 8,447
CITIZENS FINANCIAL GROUP INC 7,439 7,439
CME GROUP INC CL A 11,612 11,612
COCA-COLA COMPANY 10,584 10,584
COSTCO WHOLESALE CORP 9,163 9,163
CSX CORP 10,165 10,165
DOMINION ENERGY INC 4,847 4,847
DTE ENERGY CO 2,415 2,415
DUKE ENERGY CORP 6,464 6,464
ELI LILLY & CO 3,860 3,860
ENTERGY CORP 8,340 8,340
EOG RESOURCES INC 19,000 19,000
EVERSOURCE ENERGY 7,179 7,179
EXXON MOBIL CORP 9,681 9,681
FIDELITY NATIONAL FINANCIAL INC 4,772 4,772
FIFTH THIRD BANCORP 6,765 6,765
FIRSTENERGY CORP 9,547 9,547
FORD MOTOR CO NEW 4,059 4,059
GENERAL MILLS INC 5,420 5,420
GENUINE PARTS CO 2,919 2,919
HCA HEALTHCARE INC 9,005 9,005
HOME DEPOT INC 21,394 21,394
HP INC 5,058 5,058
INTERPUBLIC GROUP COMPANY INC 6,725 6,725
INTL BUSINESS MACHINES CORP 6,595 6,595
INTL PAPER COMPANY 8,073 8,073
JPMORGAN CHASE & CO 21,574 21,574
KIMBERLY CLARK CORP 1,310 1,310
KLA CORP 9,452 9,452
LAZARD INC 1,544 1,544
LINDE PLC NEW 10,467 10,467
LOCKHEED MARTIN CORP 4,859 4,859
LYONDELLBASELL INDUSTRIES N V ORD SHS CL A 3,714 3,714
MASTERCARD INC CL A 21,063 21,063
MCDONALDS CORP 18,843 18,843
MERCK & COMPANY INC NEW 1,990 1,990
META PLATFORMS INC CL A 14,638 14,638
METLIFE INC 5,322 5,322
MICROSOFT CORP 29,505 29,505
NEXTERA ENERGY INC 22,582 22,582
NISOURCE INC 9,190 9,190
NORTHROP GRUMMAN CORP 11,732 11,732
NOVO NORDISK AS ADR 7,742 7,742
NVIDIA CORP 33,573 33,573
NXP SEMICONDUCTORS N V 8,314 8,314
ONEMAIN HLDGS INC 2,867 2,867
PARKER-HANNIFIN CORP 12,721 12,721
PEPSICO INC 10,644 10,644
PFIZER INC 4,510 4,510
PRINCIPAL FINANCIAL GROUP INC 5,032 5,032
PROCTER & GAMBLE CO 2,515 2,515
PROLOGIS INC 2,114 2,114
PUBLIC SERVICE ENTERPRISE GROUP INC 6,337 6,337
QUANTA SERVICES INC 12,642 12,642
REGIONS FINANCIAL CORP 3,763 3,763
ROPER TECHNOLOGIES INC 12,996 12,996
S&P GLOBAL INC 9,961 9,961
SALESFORCE INC 6,687 6,687
SCHLUMBERGER LTD 8,818 8,818
SEAGATE TECHNOLOGY HOLDINGS PUBLIC LTD CO 2,158 2,158
SEMPRA 8,772 8,772
SONOCO PRODUCTS CO 2,931 2,931
T-MOBILE US INC 14,347 14,347
TESLA INC 22,211 22,211
THERMO FISHER SCIENTIFIC INC 10,405 10,405
TRUIST FINANCIAL CORP 2,603 2,603
U S BANCORP DE 10,523 10,523
UNITEDHEALTH GROUP INC 17,705 17,705
UNUM GROUP 8,033 8,033
VALERO ENERGY CORP 1,839 1,839
VERIZON COMMUNICATIONS INC 5,999 5,999
VERTEX PHARMACEUTICALS INC 6,041 6,041
VISA INC CL A 18,962 18,962
WALMART INC 14,456 14,456
WEC ENERGY GROUP INC 5,642 5,642
WENDYS CO 3,586 3,586
WHIRLPOOL CORP 1,145 1,145
WILLIAMS COS INC DEL 8,118 8,118
XCEL ENERGY INC 2,701 2,701
ZOETIS INC CL A 10,590 10,590

TY 2024 InvestmentsOtherSchedule2
Name:
FLOYD H FURR FOUNDATION INC
 
C/O BARBARA FURR
EIN:
27-1318473
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ISHARES 0-5 YR HIGH YIELD CORP BOND ETF FMV 134,690 134,690
ISHARES IBOXX $ HIGH YIELD CORP BOND ETF FMV 72,279 72,279
ISHARES JPMORGAN USD EMERGING MARKETS BOND ETF FMV 70,787 70,787
FEDERATED HERMES INSTL HIGH YIELD BOND INSTL CL FMV 176,268 176,268
PIMCO INCOME INSTL CL FMV 138,212 138,212
VIRTUS SEIX FLOATING RATE HIGH INCOME CL I FMV 98,784 98,784

TY 2024 LegalFeesSchedule
Name:
FLOYD H FURR FOUNDATION INC
 
C/O BARBARA FURR
EIN:
27-1318473
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 31,023 15,512   15,511


TY 2024 OtherExpensesSchedule
Name:
FLOYD H FURR FOUNDATION INC
 
C/O BARBARA FURR
EIN:
27-1318473
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 35 18   17
OFFICE EXPENSES & SUPPLIES 471 235   236
OTHER MISCELLANEOUS 489 244   245


TY 2024 OtherIncreasesSchedule
Name:
FLOYD H FURR FOUNDATION INC
 
C/O BARBARA FURR
EIN:
27-1318473
Description Amount
NET REIMBURSEMENT FOR PRIOR YEAR INELIGIBLE EXPENDITURES 18,000
UNREALIZED GAIN ON INVESTMENTS 116,348


TY 2024 OtherProfessionalFeesSchedule
Name:
FLOYD H FURR FOUNDATION INC
 
C/O BARBARA FURR
EIN:
27-1318473
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT 23,606 23,606   0


TY 2024 TaxesSchedule
Name:
FLOYD H FURR FOUNDATION INC
 
C/O BARBARA FURR
EIN:
27-1318473
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 6,200 0   0
FOREIGN TAXES WITHHELD 253 253   0