Forrest Long And Jane Long Char Fdn — Form 990PF, tax year 2024

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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
FORREST LONG AND JANE LONG CHAR FDN
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 919798
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328919798
A Employer identification number

35-7217890
B Telephone number (see instructions)

(804) 273-7445
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$7,920,786J 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... 151,556 151,556  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 120,905
b Gross sales price for all assets on line 6a 808,209
7 Capital gain net income (from Part IV, line 2)... 120,905
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 272,461 272,461  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 42,626 21,313   21,313
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,772 737   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4 4    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 47,902 22,054 0 22,813
25 Contributions, gifts, grants paid....... 299,500 299,500
26 Total expenses and disbursements. Add lines 24 and 25 347,402 22,054 0 322,313
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -74,941
b Net investment income (if negative, enter -0-) 250,407
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 83 82 82
2 Savings and temporary cash investments......... 197,662 106,941 106,941
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,342,206 Click to see attachment
List of Attached Documents:
// Content
1,411,381 		2,489,488
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).......... 4,482,035 Click to see attachment
List of Attached Documents:
// Content
4,428,948 		5,324,275
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) 6,021,986 5,947,352 7,920,786
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 6,021,986 5,947,352
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 6,021,986 5,947,352
30 Total liabilities and net assets/fund balances (see instructions). 6,021,986 5,947,352
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
6,021,986
2
Enter amount from Part I, line 27a .....................
2
-74,941
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
11,010
4
Add lines 1, 2, and 3 ..........................
4
5,958,055
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
10,703
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,947,352
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 21. O'REILLY AUTOMOTIVE INC   2022-05-05 2024-01-10
b 107. ORACLE SYSTEM CORPORATION   2023-09-19 2024-01-10
c 13115.217 BLACKROCK EVENT DRIVEN EQ-IS     2024-02-09
d 15. COSTCO WHOLESALE CORP     2024-02-12
e 18. FACEBOOK INC CL A     2024-02-12
16. NETFLIX INC   2023-09-19 2024-02-12
75. PEPSICO INCORPORATED   2023-09-19 2024-02-12
72. PEPSICO INCORPORATED     2024-02-12
12. VERTEX PHARMACEUTICALS INC   2023-09-19 2024-02-12
55. APPLIED MATERIALS   2021-11-24 2024-02-15
57. MORGAN STANLEY DEAN WITTER DIS CO   2023-09-19 2024-03-08
216. MORGAN STANLEY DEAN WITTER DIS CO     2024-03-08
1. BOOKING HOLDINGS INC   2023-09-19 2024-04-03
2. CHIPOTLE MEXICAN GRILL INC   2023-09-19 2024-04-03
1. CHIPOTLE MEXICAN GRILL INC   2022-10-24 2024-04-03
20. ECOLABS INC   2023-09-19 2024-04-03
39. HONEYWELL INTERNATIONAL INC   2023-09-19 2024-04-03
71. HONEYWELL INTERNATIONAL INC     2024-04-03
11. MARTIN MARIETTA MATLS COMMON   2023-09-19 2024-04-03
9. NETFLIX INC   2023-09-19 2024-04-15
40. UNITED HEALTH GROUP INC     2024-04-15
327. CVS CORP COMMON   2024-02-12 2024-05-10
22. CARLISLE COS INC     2024-05-10
338. KNIGHT-SWIFT TRANSN HLDGS INC     2024-05-10
56. HOME DEPOT INCORPORATED     2024-05-29
62. MOLINA HEALTHCARE INC   2023-09-19 2024-05-29
14. APPLIED MATERIALS   2023-09-19 2024-06-26
32. APPLIED MATERIALS     2024-06-26
5. BROADCOM INC   2023-09-19 2024-06-26
8. CADENCE DESIGN SYSTEMS INC   2023-09-19 2024-06-26
22. NVIDIA CORP COMMON   2024-01-10 2024-06-26
164. PULTE GROUP INC     2024-07-02
76. ALPHABET INC CL A     2024-07-12
22. APPLIED MATERIALS   2023-09-19 2024-07-12
8. APPLIED MATERIALS   2022-04-07 2024-07-12
27. CADENCE DESIGN SYSTEMS INC   2023-09-19 2024-07-12
13. CADENCE DESIGN SYSTEMS INC   2022-09-29 2024-07-12
20. FACEBOOK INC CL A   2023-09-19 2024-07-12
873. HALLIBURTON COMPANY     2024-07-12
25. MICROSOFT CORPORATION   1997-01-27 2024-07-12
10. VERTEX PHARMACEUTICALS INC   2023-09-19 2024-07-12
.5 BERKLEY W R CORP   2023-09-19 2024-07-23
87. CONOCOPHILLIPS COM     2024-08-09
179. CONOCOPHILLIPS COM     2024-08-09
80. CADENCE DESIGN SYSTEMS INC     2024-08-27
37. ARCH CAPITAL GROUP LTD   2023-09-19 2024-08-27
11. ARCH CAPITAL GROUP LTD     2024-08-27
39. MARTIN MARIETTA MATLS COMMON   2023-09-19 2024-10-03
122. NEUROCRINE BIOSCIENCES INC   2024-07-12 2024-10-03
11. TRANE TECHNOLOGIES PLC   2021-11-24 2024-10-03
6. ALPHABET INC CL C   2021-11-24 2024-10-29
2. ALPHABET INC CL A   2022-05-05 2024-10-29
8. AMAZON INC COMMON   2024-05-29 2024-10-29
2. AMERISOURCEBERGEN CORP. COMMON   2024-04-15 2024-10-29
2. ANALOG DEVICES INC   2023-09-19 2024-10-29
9. APPLE COMPUTER CORPORATION COMMON   2024-06-26 2024-10-29
2. APPLIED MATERIALS   2022-04-07 2024-10-29
5. BANK OF NEW YORK MELLON CORP   2023-09-19 2024-10-29
5. BELLRING BRANDS INC   2024-02-12 2024-10-29
6. BERKLEY W R CORP   2023-09-19 2024-10-29
1. BLACKROCK INC   2021-11-24 2024-10-29
1. BOOKING HOLDINGS INC   2023-09-19 2024-10-29
4. BROADCOM INC   2023-09-19 2024-10-29
6. CMS ENERGY CORP   2024-08-27 2024-10-29
64.477 FT BHVRL SM CAP EQ-R6   2022-06-27 2024-10-29
1. CARLISLE COS INC   2022-05-05 2024-10-29
5. CHIPOTLE MEXICAN GRILL INC   2022-09-29 2024-10-29
4. CORE & MAIN INC CL A   2024-04-03 2024-10-29
1. COSTCO WHOLESALE CORP   2021-11-24 2024-10-29
2. DIAMONDBACK ENERGY INC   2024-08-09 2024-10-29
736.926 DODGE & COX INCOME FUND     2024-10-29
3. EASTMAN CHEMICAL COMPANY INC   2024-04-03 2024-10-29
60.254 EATON VANCE-ATLANTA SMID-R6   2021-11-26 2024-10-29
2. ECOLABS INC   2023-09-19 2024-10-29
3. ENTERGY CORP COMMON   2024-05-10 2024-10-29
1. EQUINIX INC REIT   2023-12-08 2024-10-29
37.488 FPA CRESCENT FUND-SUPR INST   2024-02-09 2024-10-29
2. FACEBOOK INC CL A   2023-09-19 2024-10-29
1. HCA HOLDINGS INC   2022-03-24 2024-10-29
2. INTERNATIONAL BUSINESS MACHINES CORP   2024-07-12 2024-10-29
1. INTUITIVE SURGICAL INC   2023-09-19 2024-10-29
2. IQVIA HOLDINGS INC   2021-11-24 2024-10-29
64. ISHARES BARCLAYS 1-3 YR TREASURY BD   2020-01-31 2024-10-29
59. I SHARES EAFE INDEX FUND   2022-01-25 2024-10-29
4. J P MORGAN CHASE & CO   2024-05-29 2024-10-29
2. JONES LANG LASALLE INC   2024-10-03 2024-10-29
1. LPL FINANCIAL HOLDINGS INC   2024-02-15 2024-10-29
122.526 BRANDYWINEGLOBAL CORP CREDIT FD-IS   2021-09-10 2024-10-29
1. ELI LILLY & CO   2024-05-29 2024-10-29
4. MERCK & CO INC   2024-02-12 2024-10-29
5. MICROSOFT CORPORATION   1997-01-27 2024-10-29
3. MOHAWK IND INC COMMON   2024-01-10 2024-10-29
1. NETFLIX INC   2023-09-19 2024-10-29
16. NVIDIA CORP COMMON   2024-01-10 2024-10-29
2. PNC BK CORP   2022-05-05 2024-10-29
1. PALO ALTO NETWORKS INC   2023-10-04 2024-10-29
1. PARKER HANNIFIN CORP   2024-05-10 2024-10-29
4. PHILIP MORRIS INTERNATIONAL   2024-08-27 2024-10-29
2. PHILLIPS 66   2023-09-19 2024-10-29
2. PROGESSIVE CORP., OHIO COMMON   2024-04-15 2024-10-29
2. QUANTA SERVICES INC COMMON   2022-04-07 2024-10-29
4. RTX CORPORATION   2022-10-24 2024-10-29
1. REGENERON PHARMACEUTICALS INC   2024-10-03 2024-10-29
56. S & P 500 DEPOSITARY RECEIPT COMMON   2022-01-03 2024-10-29
3. TARGA RESOURCES   2023-09-19 2024-10-29
2. TESLA INC   2023-09-19 2024-10-29
2. UNION PACIFIC CORP   2022-01-10 2024-10-29
1. UNITED HEALTH GROUP INC   2022-06-27 2024-10-29
1. VERTEX PHARMACEUTICALS INC   2023-09-19 2024-10-29
2. VISA INC   2024-02-15 2024-10-29
7. VONTIER CORP   2023-09-19 2024-10-29
7. WAL MART STORES INCORPORATED   2022-04-07 2024-10-29
4. ARCH CAPITAL GROUP LTD   2022-04-07 2024-10-29
2. TRANE TECHNOLOGIES PLC   2021-11-24 2024-10-29
100. IQVIA HOLDINGS INC     2024-10-30
6. COSTCO WHOLESALE CORP   2021-11-24 2024-12-05
58. TARGA RESOURCES   2023-09-19 2024-12-05
60. WAL MART STORES INCORPORATED   2022-04-07 2024-12-05
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 19,592   13,110 6,482
b 11,085   12,063 -978
c 131,152   128,945 2,207
d 10,765   8,724 2,041
e 8,573   5,474 3,099
8,993   6,334 2,659
12,579   13,384 -805
12,076   12,211 -135
5,017   4,250 767
10,341   8,162 2,179
4,991   5,095 -104
18,914   19,904 -990
3,625   3,105 520
5,763   3,829 1,934
2,881   1,556 1,325
4,553   3,524 1,029
7,759   7,590 169
14,125   14,460 -335
6,708   4,649 2,059
5,585   3,563 2,022
17,875   20,159 -2,284
18,381   25,328 -6,947
9,144   6,126 3,018
16,704   17,668 -964
18,176   16,959 1,217
19,033   20,447 -1,414
3,248   1,935 1,313
7,424   4,648 2,776
7,928   4,209 3,719
2,479   1,875 604
2,719   1,192 1,527
17,065   16,145 920
14,071   9,594 4,477
5,401   3,041 2,360
1,964   961 1,003
8,492   6,329 2,163
4,089   2,153 1,936
10,048   6,064 3,984
29,517   36,944 -7,427
11,322   304 11,018
4,903   3,542 1,361
26   22 4
9,421   11,174 -1,753
19,384   18,262 1,122
21,467   13,173 8,294
4,083   2,979 1,104
1,214   526 688
20,265   16,482 3,783
13,683   18,064 -4,381
4,264   2,138 2,126
1,022   878 144
337   240 97
1,518   1,466 52
467   471 -4
466   355 111
2,099   1,923 176
376   240 136
384   224 160
327   298 29
348   262 86
983   932 51
4,425   3,105 1,320
698   337 361
419   405 14
3,200   2,114 1,086
417   270 147
303   155 148
180   239 -59
886   546 340
354   398 -44
9,300   10,726 -1,426
317   305 12
2,700   2,665 35
505   352 153
403   336 67
911   801 110
1,600   1,476 124
1,175   606 569
359   262 97
423   365 58
511   297 214
433   528 -95
5,271   5,448 -177
4,731   4,407 324
896   793 103
542   529 13
266   258 8
1,300   1,438 -138
902   810 92
417   501 -84
2,148   61 2,087
396   319 77
755   396 359
2,263   867 1,396
377   343 34
365   237 128
622   561 61
524   487 37
251   245 6
485   415 70
626   260 366
495   359 136
928   1,033 -105
32,553   26,647 5,906
491   259 232
516   525 -9
467   499 -32
565   494 71
475   354 121
569   558 11
240   220 20
576   365 211
421   188 233
779   389 390
21,786   23,673 -1,887
5,921   3,273 2,648
11,534   5,008 6,526
5,711   3,133 2,578
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
      34,332
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       6,482
b       -978
c       2,207
d       2,041
e       3,099
      2,659
      -805
      -135
      767
      2,179
      -104
      -990
      520
      1,934
      1,325
      1,029
      169
      -335
      2,059
      2,022
      -2,284
      -6,947
      3,018
      -964
      1,217
      -1,414
      1,313
      2,776
      3,719
      604
      1,527
      920
      4,477
      2,360
      1,003
      2,163
      1,936
      3,984
      -7,427
      11,018
      1,361
      4
      -1,753
      1,122
      8,294
      1,104
      688
      3,783
      -4,381
      2,126
      144
      97
      52
      -4
      111
      176
      136
      160
      29
      86
      51
      1,320
      361
      14
      1,086
      147
      148
      -59
      340
      -44
      -1,426
      12
      35
      153
      67
      110
      124
      569
      97
      58
      214
      -95
      -177
      324
      103
      13
      8
      -138
      92
      -84
      2,087
      77
      359
      1,396
      34
      128
      61
      37
      6
      70
      366
      136
      -105
      5,906
      232
      -9
      -32
      71
      121
      11
      20
      211
      233
      390
      -1,887
      2,648
      6,526
      2,578
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 120,905
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 3,481
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 3,481
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 3,481
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,884
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,884
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 403
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow403 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowSC
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 arrowTRUIST BANK Telephone no.right arrow (864) 282-3174

Located atright arrowPO BOX 919798ORLANDOFL ZIP+4right arrow32891
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
TRUIST BANK TRUSTEE
1 		42,626    
2 W WASHINGTON ST STE 800
GREENVILLE,SC296014897
FORREST B LONG TRUSTEE
1 		0    
632 ALTAMONT RD
GREENVILLE,SC296096613
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
7,436,360
b
Average of monthly cash balances.......................
1b
184,946
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,621,306
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
7,621,306
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
114,320
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,506,986
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
375,349
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
375,349
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,481
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,481
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
371,868
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
371,868
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
371,868
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
322,313
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
322,313
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 7 371,868
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 299,449
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 322,313
a Applied to 2023, but not more than line 2a 299,449
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..... 22,864
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 .......... 		349,004
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
FORREST B LONG
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.
NA
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:
TRISTA SHIGLEY
2 W WASHINGTON ST STE 800
GREENVILLE,SC296014897
(864) 282-3174
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN REQUEST
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES, DIRECTLY OR BY CONTRIBUTION TO ORGANIZATIONS AUTHORIZED TO CARRY ON RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL ACTIVITIES.
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

FIRST PRESBYTERIAN CHURCH

200 W WASHINGTON ST
GREENVILLE,SC29601 		NONE PC GENERAL SUPPORT 12,000

HILLSDALE COLLEGE

33 E COLLEGE ST
Hillsdale,MI49242 		NONE PC GENERAL SUPPORT 15,000

LEES MACRAE COLLEGE

PO BOX 128
BANNER ELK,NC28604 		NONE PC GENERAL SUPPORT 1,000

MARINE TOYS FOR TOTS FOUNDATION

18251 QUANTICO GATEWAY DR
TRIANGLE,VA22172 		NONE PC GENERAL SUPPORT 1,000

MIRACLE HILL MINISTRIES

PO BOX 2546
GREENVILLE,SC29602 		NONE PC GENERAL SUPPORT 12,000

PEACE CENTER

101 WEST BROAD ST
GREENVILLE,SC29601 		NONE PC GENERAL OPERATING 1,000

SAMARITANS PURSE

PO BOX 3000
BOONE,NC28607 		NONE PC GENERAL OPERATING 17,500

SHRINERS HOSPITAL FOR CHILDREN

950 FARIS ROAD
GREENVILLE,SC29605 		NONE PC GENERAL SUPPORT 100,000

SIGMA NU EDUCATIONAL FOUNDATION

PO BOX 1869
LEXINGTON,VA24450 		NONE PC GENERAL SUPPORT 5,000

ST JUDE CHILDRENS RESEARCH CENTER

262 DANNY THOMAS PLACE
MEMPHIS,TN38105 		NONE PC GENERAL SUPPORT 100,000

THE BOLLES SCHOOL

7400 SAN JOSE BLVD
Jacksonville,FL32217 		NONE PC GENERAL SUPPORT 5,000

UNITED SERVICE ORGANIZATION (USO)

PO BOX 96860
WASHINGTON,DC20077 		NONE PC GENERAL SUPPORT 10,000

WARRIOR CANINE CONNECTION

14934 SCHAEFFER ROAD
BOYDS,MA20841 		NONE PC GENERAL SUPPORT 5,000

WOFFORD COLLEGE TERRIER CLUB

429 N CHURCH ST
SPARTANBURG,SC29303 		NONE PC GENERAL SUPPORT 5,000

CROSSNORE SCHOOL & CHILDREN'S HOME

PO BOX 249
CROSSNORE,NC28616 		NONE PC GENERAL SUPPORT 10,000
Total .................................right arrow 3a 299,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 151,556  
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 ............ 		    18 120,905  
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) ..   272,461  
13Total. Add line 12, columns (b), (d), and (e)..................
13
272,461
(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:
FORREST LONG AND JANE LONG CHAR FDN
EIN:
35-7217890
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2024 InvestmentsCorpStockSchedule
Name:
FORREST LONG AND JANE LONG CHAR FDN
EIN:
35-7217890
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K107 ALPHABET INC CL C 59,086 94,458
02079K305 ALPHABET INC CL A 12,880 28,206
023135106 AMAZON.COM INC 87,502 139,751
037833100 APPLE INC 31,589 191,321
30303M102 META PLATFORMS INC C 46,084 88,998
46120E602 INTUITIVE SURGICAL I 15,444 27,142
46625H100 JP MORGAN CHASE & CO 39,341 70,475
58933Y105 MERCK & CO INC 33,750 35,116
594918104 MICROSOFT CORP 4,950 174,923
67066G104 NVIDIA CORP 19,098 181,560
68389X105 ORACLE CORPORATION    
693475105 PNC FINL SVCS GROUP 24,436 33,170
718546104 PHILLIPS 66 16,553 19,254
92826C839 VISA INC CL A 34,030 52,147
038222105 APPLIED MATERIALS IN 14,228 20,817
09247X101 BLACKROCK INC    
142339100 CARLISLE COS INC 20,412 30,614
22160K105 COSTCO WHOLESALE COR 21,816 37,567
437076102 HOME DEPOT INC    
438516106 HONEYWELL INTERNATIO    
46266C105 IQVIA HOLDINGS INC    
499049104 KNIGHT-SWIFT TRANSN    
617446448 MORGAN STANLEY    
74762E102 QUANTA SERVICES INC 15,019 39,822
907818108 UNION PAC CORP 26,801 25,997
91324P102 UNITEDHEALTH GROUP I 21,803 24,281
931142103 WALMART INC 25,181 46,530
G8994E103 TRANE TECHNOLOGIES P 16,127 36,566
032654105 ANALOG DEVICES INC 22,560 29,957
127387108 CADENCE DESIGN SYSTE    
169656105 CHIPOTLE MEXICAN GRI 13,765 26,834
20825C104 CONOCOPHILLIPS    
40412C101 HCA HEALTHCARE INC 18,594 22,811
67103H107 O'REILLY AUTOMOTIVE    
713448108 PEPSICO INC    
75513E101 RTX CORPORATION 25,792 37,146
92532F100 VERTEX PHARMACEUTICA 20,714 24,967
G0450A105 ARCH CAPITAL GROUP L 14,142 27,982
064058100 BANK OF NEW YORK MEL 17,715 30,348
084423102 WR BERKLEY CORP 22,322 29,904
09857L108 BOOKING HOLDINGS INC 21,733 34,779
11135F101 BROADCOM INC 28,286 77,898
278865100 ECOLAB INC 18,327 24,369
29364G103 ENTERGY CORP 28,122 40,488
406216101 HALLIBURTON CO    
50212V100 LPL FINANCIAL HOLDIN 20,843 27,100
532457108 LILLY ELI & CO 44,942 50,180
573284106 MARTIN MARIETTA MATL    
608190104 MOHAWK INDUSTRIES IN 18,254 22,277
60855R100 MOLINA HEALTHCARE IN    
64110L106 NETFLIX INC 20,980 47,240
697435105 PALO ALTO NETWORKS I 20,192 31,297
745867101 PULTE GROUP INC    
87612G101 TARGA RESOURCES 17,096 35,343
88160R101 TESLA INC 33,937 55,730
928881101 VONTIER CORP 17,955 20,824
03073E105 CENCORA INC 21,189 20,221
040413205 ARISTA NETWORKS INC 26,215 26,969
07831C103 BELLRING BRANDS INC 22,119 28,253
09290D101 BLACKROCK INC 23,673 31,778
125896100 CMS ENERGY CORP 30,131 32,125
21874C102 CORE & MAIN INC CL A 21,043 18,073
25278X109 DIAMONDBACK ENERGY I 29,257 24,083
277432100 EASTMAN CHEMICAL CO 27,138 24,382
459200101 INTL BUSINESS MACHIN 30,153 36,272
48020Q107 JONES LANG LASALLE I 24,009 26,073
701094104 PARKER HANNIFIN CORP 21,307 24,169
718172109 PHILIP MORRIS INTL I 36,942 36,947
743315103 PROGRESSIVE CORP 27,514 33,306
75886F107 REGENERON PHARMACEUT 16,520 11,397
G5960L103 MEDTRONIC PLC 21,770 19,251

TY 2024 InvestmentsOtherSchedule2
Name:
FORREST LONG AND JANE LONG CHAR FDN
EIN:
35-7217890
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
464287465 ISHARES MSCI EAFE ET AT COST 379,271 392,794
78462F103 SPDR S&P 500 ETF TRU AT COST 1,958,246 2,902,268
464287457 ISHARES BARCLAYS 1-3 AT COST 480,712 464,663
09250J734 BLACKROCK EVENT DRIV      
256210105 DODGE & COX INCOME F AT COST 916,102 813,941
277902235 EATON VANCE ATLANTA AT COST 236,137 224,499
14064D873 FULLERTHALER BEHAVIO AT COST 188,860 261,605
52472T767 BRANDYWINEGLOBAL COR AT COST 122,686 111,657
29444U700 EQUINIX INC AT COST 16,829 19,801
30254T676 FPA CRESCENT FD AT COST 130,105 133,047

TY 2024 OtherDecreasesSchedule
Name:
FORREST LONG AND JANE LONG CHAR FDN
EIN:
35-7217890
Description Amount
2024 TRANSACTIONS POSTED IN 2025 10,694
ADJUSTMENT TO INCOME 9


TY 2024 OtherExpensesSchedule
Name:
FORREST LONG AND JANE LONG CHAR FDN
EIN:
35-7217890
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 4 4   0


TY 2024 OtherIncreasesSchedule
Name:
FORREST LONG AND JANE LONG CHAR FDN
EIN:
35-7217890
Description Amount
2023 TRANSACTIONS POSTED IN 2024 11,010


TY 2024 TaxesSchedule
Name:
FORREST LONG AND JANE LONG CHAR FDN
EIN:
35-7217890
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL ESTIMATES - PRINCIPAL 3,035 0   0
FOREIGN TAXES ON QUALIFIED FOR 737 737   0