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
Sterling-Turner Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)800 Bering Dr 202
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Houston, TX77057
A Employer identification number

74-1460482
B Telephone number (see instructions)

(713) 237-1117
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$74,811,701J Accounting method:
Modified Cash
(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 27,639 27,639  
4 Dividends and interest from securities... 2,246,465 2,246,465  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,118,853
b Gross sales price for all assets on line 6a 13,086,233
7 Capital gain net income (from Part IV, line 2)... 3,118,853
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........ 5,392,957 5,392,957  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,500 0   1,500
14 Other employee salaries and wages...... 90,250 0   90,250
15 Pension plans, employee benefits....... 31,296 0   31,296
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
27,580 13,790   13,790
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
184,598 173,918   10,680
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
78,400 5,517   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 28,047 0   28,047
21 Travel, conferences, and meetings....... 1,816 0   1,816
22 Printing and publications.......... 976 0   976
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,389 0   12,389
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 456,852 193,225   190,744
25 Contributions, gifts, grants paid....... 3,440,000 3,440,000
26 Total expenses and disbursements. Add lines 24 and 25 3,896,852 193,225   3,630,744
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,496,105
b Net investment income (if negative, enter -0-) 5,199,732
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.............      
2 Savings and temporary cash investments......... 642,347 564,341 564,341
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 11,800,452 Click to see attachment
List of Attached Documents:
// Content
13,418,667 		74,240,080
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow134,664
Less: accumulated depreciation (attach schedule) right arrow131,007 3,657 3,657 3,657
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
3,623 		Click to see attachment
List of Attached Documents:
// Content
3,623 		Click to see attachment
List of Attached Documents:
// Content
3,623
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,450,079 13,990,288 74,811,701
Liabilities 17 Accounts payable and accrued expenses.......... 11,336 55,440
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)......... 11,336 55,440
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 12,438,743 13,934,848
29 Total net assets or fund balances (see instructions)..... 12,438,743 13,934,848
30 Total liabilities and net assets/fund balances (see instructions). 12,450,079 13,990,288
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
12,438,743
2
Enter amount from Part I, line 27a .....................
2
1,496,105
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,934,848
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
13,934,848
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 Publicly traded securities      
b Capital gain distributions P    
c
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 12,472,176   9,967,380 2,504,796
b 614,057     614,057
c
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       2,504,796
b       614,057
c
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 3,118,853
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 72,276
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 72,276
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 72,276
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 17,443
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 60,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 77,443
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 607
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 4,560
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow4,560 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 arrowTX
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 arrowwww.sterlingturnerfoundation.org
14
The books are in care ofright arrowPatricia Stilley Telephone no.right arrow (713) 237-1117

Located atright arrow800 Bering Dr Suite 202HoustonTX ZIP+4right arrow77057
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
T R Reckling III President/Director
1.00 		100 0 0
800 Bering Dr Suite 202
Houston,TX77057
Isla C Reckling Treasurer/Director
1.00 		100 0 0
800 Bering Dr Suite 202
Houston,TX77057
L David Winston Vice President/Director
1.00 		100 0 0
800 Bering Dr Suite 202
Houston,TX77057
Christiana R McConn Secretary/Director
1.00 		100 0 0
800 Bering Dr Suite 202
Houston,TX77057
Chaille W Hawkins Assistant Secretary/Director
1.00 		100 0 0
800 Bering Dr Suite 202
Houston,TX77057
Carroll R Goodman Assistant Secretary
1.00 		100 0 0
800 Bering Dr Suite 202
Houston,TX77057
Michael D Hawkins Assistant Secretary
1.00 		100 0 0
800 Bering Dr Suite 202
Houston,TX77057
Isla C Jornayvaz Assistant Secretary
1.00 		100 0 0
800 Bering Dr Suite 202
Houston,TX77057
James S Reckling Assistant Secretary
1.00 		100 0 0
800 Bering Dr Suite 202
Houston,TX77057
John B Reckling Assistant Secretary
1.00 		100 0 0
800 Bering Dr Suite 202
Houston,TX77057
Lauren E Reckling Assistant Secretary
1.00 		100 0 0
800 Bering Dr Suite 202
Houston,TX77057
Stephen M Reckling Jr Assistant Secretary
1.00 		100 0 0
800 Bering Dr Suite 202
Houston,TX77057
Thomas K Reckling Assistant Secretary
1.00 		100 0 0
800 Bering Dr Suite 202
Houston,TX77057
Thomas R Cliffe Reckling Assistant Secretary
1.00 		100 0 0
800 Bering Dr Suite 202
Houston,TX77057
E Carroll Schuler Assistant Secretary
1.00 		100 0 0
800 Bering Dr Suite 202
Houston,TX77057
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
Patricia K Stilley Executive Director
40.00 		51,750 0 0
800 Bering Dr Suite 202
Houston,TX77057
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
Hightower Trust Services LTA Investment advisory services 172,618
4400 Post Oak Pkwy Ste 2600
Houston,TX77027
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
77,934,889
b
Average of monthly cash balances.......................
1b
1,016,492
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
78,951,381
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
78,951,381
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,184,271
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
77,767,110
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,888,356
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
3,888,356
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
72,276
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
72,276
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,816,080
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,816,080
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
3,816,080
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
3,630,744
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
3,630,744
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 3,816,080
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 3,378,967
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......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 3,630,744
a Applied to 2023, but not more than line 2a 3,378,967
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..... 251,777
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		3,564,303
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
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:
Sterling-Turner Foundation - Patric
800 Bering Dr Suite 202
Houston,TX77057
(713) 237-1117
www.sterlingturnerfoundation.org
bThe form in which applications should be submitted and information and materials they should include:
Application forms and instructions on the Sterling-Turner Foundation website.
cAny submission deadlines:
Requests are accepted typically from August of the prior year until February 15th by 5pm.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Awards are limited to Texas public charities which are exempt under 501(c)(3). The charities must be within certain geographic boundaries.
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

1 Hope for Kids Inc

11550 W Ih-10 Suite 255
San Antonio,TX78230 		N/A PC Support for 10 families 50,000

Alley Theatre

615 Texas Avenue
Houston,TX77002 		N/A PC General support 30,000

Angela House

6725 Reed Rd
Houston,TX77087 		N/A PC General support 25,000

Arms of Hope (Medina)

21300 State Hwy 16 N
Medina,TX78055 		N/A PC General support for Medina campus 25,000

Asia Society Texas Center

1370 Southmore Blvd
Houston,TX77004 		N/A PC General support 25,000

Avondale House

3737 OMeara Dr
Houston,TX77025 		N/A PC General support 20,000

BEAR BE A Resource for CPS Kids

3572 E Tc Jester Blvd
Houston,TX77018 		N/A PC General support 30,000

Bergheim Volunteer Fire Department

PO Box 4141
Boerne,TX78004 		N/A PC General support 30,000

Big Brothers Big Sisters Lone Star

1003 Washington Ave
Houston,TX77002 		N/A PC General support 20,000

Bookspring

1807 W Slaughter Land Bldg 1
Austin,TX787486214 		N/A PC General support 15,000

Bo's Place

10050 Buffalo Speedway
Houston,TX77054 		N/A PC General support 15,000

Boys and Girls Club of Greater Houston Inc

815 Crosby St
Houston,TX77019 		N/A PC General support 25,000

Boys and Girls Country of Houston Inc

18806 Roberts Rd
Hockley,TX77447 		N/A PC General support 25,000

Bridges To Life

PO Box 570895
Houston,TX772570895 		N/A PC General support 25,000

Camp for All Foundation

3701 Kirby Drive Suite 570
Houston,TX77098 		N/A PC General support 50,000

Casa de Esperanza de los Ninos Inc

PO Box 301209
Houston,TX772301209 		N/A PC General support 30,000

Casa Mateo

5773 Woodway Drive 236
Houston,TX77057 		N/A PC General support 25,000

Children's Assessment Center Fdn

2500 Bolsover
Houston,TX77005 		N/A PC General support 25,000

Children's Museum Inc

1500 Binz St
Houston,TX77004 		N/A PC General support 25,000

Comal ISD

1404 IH-35 North
New Braunfels,TX78130 		N/A GOV Personal care products 25,000

Comal ISD

1404 IH-35 North
New Braunfels,TX78130 		N/A GOV Educational resources 25,000

Communities in Schools Houston

1111 North Loop W Suite 300
Houston,TX77008 		N/A PC General support 20,000

Council on Recovery

PO Box 2768
Houston,TX77252 		N/A PC General support 10,000

Covenant House Texas

1111 Lovett Blvd
Houston,TX77006 		N/A PC General support 25,000

Crime Stoppers of Houston Inc

PO Box 541654
Houston,TX77254 		N/A PC General support 25,000

Crossway Bible Church

15759 San Pedro Ave
San Antonio,TX78232 		N/A PC Residency program 120,000

Cystic Fibrosis Foundation

4265 San Felipe Suite 1100
Houston,TX77027 		N/A PC General support 20,000

Dietert Center

451 Guadalupe St
Kerrville,TX78028 		N/A PC General support 20,000

Discovery Green Conservancy

1500 Mckinney St
Houston,TX77010 		N/A PC Programming and maintenance 30,000

Epilepsy Texas Foundation

2401 Fountain View Dr Suite 900
Houston,TX77057 		N/A PC General support 10,000

Eyes On Me Inc

8300 Katy Freeway
Houston,TX77024 		N/A PC General support 20,000

Forge for Families

3435 Dixie Dr
Houston,TX77021 		N/A PC General support 60,000

Forge for Families

3435 Dixie Dr
Houston,TX77021 		N/A PC Game Changer event 15,000

Grape Creek VFD

PO Box 1021
San Angelo,TX76902 		N/A PC General support 30,000

Health Care for the Homeless Houston

1934 Caroline St
Houston,TX77002 		N/A PC General support 25,000

Hermann Park Conservancy

1700 Hermann Dr
Houston,TX77004 		N/A PC General support 30,000

Hill Country CASA Inc

PO Box 290965
Kerrville,TX78029 		N/A PC General support 15,000

Hill Country Christian Counseling Center

1127 E Main St Suite 100
Kerrville,TX78028 		N/A PC General support 30,000

Hope and Healing Center & Institute

717 Sage Rd
Houston,TX77056 		N/A PC General support 50,000

Hope Mommies

1308 Common St Suite 205
New Braunfels,TX78130 		N/A PC General support for Texas Hill Country chapter 25,000

Houston Arboretum & Nature Center

4501 Woodway Dr
Houston,TX77024 		N/A PC General support 30,000

Houston Ballet Foundation

601 Preston St
Houston,TX77002 		N/A PC General support 30,000

Houston Botanic Garden

8205 N Bayou Dr
Houston,TX77017 		N/A PC General support 50,000

Houston Community Toolbank

1215 Gazin St
Houston,TX77020 		N/A PC General support 15,000

Houston Food Bank

535 Portwall St
Houston,TX77029 		N/A PC General support 100,000

Houston Grand Opera

510 Preston St
Houston,TX77002 		N/A PC General support 30,000

Houston Museum of Natural Science

5555 Hermann Park Drive
Houston,TX77030 		N/A PC General support 30,000

Houston Symphony Society

615 Louisiana St Suite 102
Houston,TX770022715 		N/A PC General support 30,000

Houston Zoo Inc

1513 Cambridge St
Houston,TX77030 		N/A PC General support 35,000

Houston's Amazing Place

3735 Drexel Dr
Houston,TX77027 		N/A PC General support 50,000

Hunt Volunteer Fire Department

PO Box 362
Hunt,TX78024 		N/A PC General support 30,000

James Phillips Williams Memorial Foundation

403 W Washington Dr
San Angelo,TX76903 		N/A PC General support 50,000

Kerr County Christian Action Council

PO Box 291832
Kerrville,TX78029 		N/A PC General support 15,000

Kick Drugs Out of America Foundation

10222 Westheimber Rd
Houston,TX77042 		N/A PC General support 25,000

Kids' Meals Inc

330 Garden Oaks Blvd
Houston,TX77018 		N/A PC General support 50,000

Kids' Meals Inc

330 Garden Oaks Blvd
Houston,TX77018 		N/A PC General support 50,000

Kimble Rural Fire Department

PO Box 523
Junction,TX76849 		N/A GOV General support 30,000

Kipp Texas Inc

10711 Kipp Way
Houston,TX77055 		N/A PC General support for Houston locations 25,000

Lord of the Streets

3401 Fannin St
Houston,TX77004 		N/A PC General support 20,000

Magnificat Houses Inc

PO Box 8486
Houston,TX77288 		N/A PC General support 50,000

Main Street Theater Houston

2540 Times Blvd
Houston,TX77005 		N/A PC General support 15,000

Memorial Hermann Foundation

929 Gessner Suite 2650
Houston,TX77024 		N/A PC General support 50,000

Memorial Park Conservancy

7575 N Picnic Lane
Houston,TX77007 		N/A PC General support 30,000

Mercy Gate Ministries Inc

PO Box 590
Ingram,TX78025 		N/A PC General support 50,000

Moving Waters

13821 Campwood Lane
Cypress,TX77429 		N/A PC General support 25,000

Nehemiah Center Inc

5015 Fannin St
Houston,TX77004 		N/A PC General support 25,000

Nick Finnegan Counseling Center

2714 Joanel St
Houston,TX77027 		N/A PC General support 25,000

Open Door Mission

PO Box 9356
Houston,TX77261 		N/A PC General support 60,000

P4L

1800 W Loop S
Houston,TX77027 		N/A PC General support 20,000

Pathways for Little Feet

PO Box 4356 Dept 1547
Houston,TX772104356 		N/A PC General support 25,000

Pro-Vision Inc

2656 South Loop West Suite 650
Houston,TX77054 		N/A PC General support 25,000

PTSD Foundation of America

8203 Willow Place Dr Suite 680
Houston,TX77064 		N/A PC General support 20,000

Raphael Community Free Clinic

1807 Water St
Kerrville,TX78028 		N/A PC General support 20,000

reMIND

PO Box 27607
Houston,TX77227 		N/A PC General support 30,000

Ronald McDonald House Charities Greater Houston

1907 Holcombe Blvd
Houston,TX77030 		N/A PC General support 50,000

Ronald McDonald House Charities of Central Texas

1315 Barbara Jordan Blvd
Austin,TX78723 		N/A PC General support 50,000

San Angelo Museum of Fine Arts

1 Love St
San Angelo,TX76903 		N/A PC Outreach education program 50,000

Santa Maria Hostel Inc

2605 Parker Rd
Houston,TX77093 		N/A PC General support 10,000

Schreiner University

2100 Memorial Blvd
Kerrville,TX780285611 		N/A PC Hill Country College Fund 30,000

Second Servings of Houston

8825 Knight Rd
Houston,TX77054 		N/A PC General support 30,000

Small Steps Nurturing Center

2902 Jensen Dr
Houston,TX77026 		N/A PC General support 50,000

Society of St Vincent De Paul

2403 Holcombe
Houston,TX77021 		N/A PC General support 35,000

Spaulding for Children

6925 Portwest Dr Suite 110
Houston,TX77024 		N/A PC General support 10,000

Spring Branch Community Heatlh Center

800 West Sam Houston Parkway South
Suite 200
Houston,TX77042 		N/A PC General support 25,000

SpringSpirit Inc

PO Box 550549
Houston,TX77255 		N/A PC General support 25,000

Stages

800 Rosine St
Houston,TX77019 		N/A PC General support 25,000

Star of Hope Mission

4848 Loop Central Dr Suite 500
Houston,TX77081 		N/A PC General support 80,000

Taping for the Blind

3935 Essex Lane
Houston,TX77035 		N/A PC General support 25,000

Taping for the Blind

3935 Essex Lane
Houston,TX77035 		N/A PC Improvements 25,000

Texas Children'S Hospital

PO Box 300630
Houston,TX77230 		N/A PC General support 50,000

Texas Education Works

1511 Butlercrest St
Houston,TX77080 		N/A PC General support 60,000

Texas Ramp Project

PO Box 832065
Richardson,TX750832065 		N/A PC General support 20,000

The Center for Hearing and Speech

3100 Shenandoah St
Houston,TX77021 		N/A PC General support 25,000

The John Paul II Foundation for Life and Family

1177 W Loop South Suite 940
Katy,TX77027 		N/A PC General support 25,000

The Joy Development School

One Chelsea Blvd
Houston,TX77006 		N/A PC General support 50,000

The Museum of Fine Arts Houston

PO Box 6826
Houston,TX77265 		N/A PC Gardens at Reinzi 25,000

The Museum of Fine Arts Houston

PO Box 6826
Houston,TX77265 		N/A PC Educational programs at Reinzi 25,000

The Museum of Fine Arts Houston

PO Box 6826
Houston,TX77265 		N/A PC Garden Endowment of Reinzi 50,000

The Museum of Fine Arts Houston

PO Box 6826
Houston,TX77265 		N/A PC Reinzi Endowment 100,000

The Wheelhouse Inc

PO Box 920
Deer Park,TX77536 		N/A PC General support 40,000

The Women's Home

607 Westheimer Rd
Houston,TX77006 		N/A PC General support 30,000

Urban Outreach Inc

1425 Blalock Rd Suite 201
Houston,TX77055 		N/A PC General support 15,000

Wall Volunteer Fire Department Inc

PO Box 280
Wall,TX76957 		N/A PC General support 30,000

Wellsprings Village Inc

PO Box 311017
Houston,TX77231 		N/A PC General support 25,000

West Texas Counseling & Guidance Inc

36 E Twohig Ave Suite 600
San Angelo,TX76903 		N/A PC General support 20,000

Young Men's Service League (Bulverde Chapter)

1107 Slumber
San Antonio,TX77260 		N/A PC General support 20,000
Total .................................right arrow 3a 3,440,000
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 ........... 		    14 27,639  
4 Dividends and interest from securities ....     14 2,246,465  
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 3,118,853  
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 5,392,957 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,392,957
(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:
Sterling-Turner Foundation
EIN:
74-1460482
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Audit and tax compliance 15,900 7,950   7,950
Accounting fees 11,680 5,840   5,840

TY 2024 InvestmentsCorpStockSchedule
Name:
Sterling-Turner Foundation
EIN:
74-1460482
Name of Stock End of Year Book Value End of Year Fair Market Value
16,000 Altria Group Inc 235,236 836,640
62,070 Coca-Cola Co 84,003 3,864,478
384,155 Exxon Mobil Corp 1,137,719 41,323,553
781 GE Vernova Inc 6,709 256,894
3,125 General Electric Co 26,167 521,219
65,072 Goldman Sachs GQG Partners Intl Opp Fund Inst 1,455,000 1,272,800
4,000 Johnson & Johnson 47,910 578,480
10,000 Kinder Morgan Inc 195,562 274,000
25,000 Merck & Co Inc 223,601 2,487,000
24,000 Microsoft Corp 629,314 10,116,000
182,503 O'Shaughnessy Market Leaders Value Fund I 3,515,010 3,542,375
6,000 Philip Morris International Inc 129,497 722,100
39,824 Polen Growth Fund Institutional Class 1,765,000 1,868,144
13,850 Procter & Gamble Co 113,374 2,321,953
28,135 SPDR S&P Dividend ETF 3,607,938 3,716,634
7,000 The Bank of New York Mellon Corp 246,627 537,810

TY 2024 OtherAssetsSchedule
Name:
Sterling-Turner Foundation
EIN:
74-1460482
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Deposits 3,623 3,623 3,623


TY 2024 OtherExpensesSchedule
Name:
Sterling-Turner Foundation
EIN:
74-1460482
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Insurance 6,815 0   6,815
Office expense 2,239 0   2,239
Telephone 2,379 0   2,379
Payroll fees 956 0   956


TY 2024 OtherProfessionalFeesSchedule
Name:
Sterling-Turner Foundation
EIN:
74-1460482
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment management fees 173,918 173,918   0
IT services 10,680 0   10,680


TY 2024 TaxesSchedule
Name:
Sterling-Turner Foundation
EIN:
74-1460482
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Excise tax 72,883 0   0
Foreign tax 5,517 5,517   0