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
TCH BAULCH FAMILY FOUNDATION
 
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

62-6233587
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$4,285,833J 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... 82,806 82,806  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 142,539
b Gross sales price for all assets on line 6a 1,156,081
7 Capital gain net income (from Part IV, line 2)... 142,539
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........ 225,345 225,345  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 25,460 12,730   12,730
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
2,500 0 0 2,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,131 1,131   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,798 746   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
2 2    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 30,891 14,609 0 15,230
25 Contributions, gifts, grants paid....... 165,000 165,000
26 Total expenses and disbursements. Add lines 24 and 25 195,891 14,609 0 180,230
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 29,454
b Net investment income (if negative, enter -0-) 210,736
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............. 54 1,414 1,414
2 Savings and temporary cash investments......... 239,632 206,408 206,408
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)....... 970,253 Click to see attachment
List of Attached Documents:
// Content
908,575 		1,456,540
c Investments—corporate bonds (attach schedule)....... 907,085 Click to see attachment
List of Attached Documents:
// Content
1,128,985 		1,147,150
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,322,209 Click to see attachment
List of Attached Documents:
// Content
1,224,724 		1,474,321
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) 3,439,233 3,470,106 4,285,833
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........ 3,439,233 3,470,106
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)..... 3,439,233 3,470,106
30 Total liabilities and net assets/fund balances (see instructions). 3,439,233 3,470,106
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
3,439,233
2
Enter amount from Part I, line 27a .....................
2
29,454
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,230
4
Add lines 1, 2, and 3 ..........................
4
3,470,917
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
811
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,470,106
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 15. O'REILLY AUTOMOTIVE INC   2022-05-04 2024-01-10
b 78. ORACLE CORPORATION     2024-01-10
c 5000. U.S. TREASURY NOTES 2.500% 1/31/24   2023-05-19 2024-01-31
d 9000. U.S. TREASURY NOTES 2.500% 1/31/24   2022-06-07 2024-01-31
e 7. COSTCO WHOLESALE CORP   2020-11-11 2024-02-12
14. FACEBOOK INC CL A     2024-02-12
9. NETFLIX INC   2023-07-25 2024-02-12
3. PEPSICO INCORPORATED   2023-12-18 2024-02-12
96. PEPSICO INCORPORATED     2024-02-12
1. VERTEX PHARMACEUTICALS INC   2023-08-10 2024-02-12
2000. U.S. TREASURY NOTES 2.125% 7/31/24   2022-06-07 2024-02-14
8000. U.S. TREASURY NOTES 2.500% 5/15/24   2022-06-07 2024-02-14
5000. U.S. TREASURY NOTES 2.500% 5/15/24   2023-05-19 2024-02-14
3000. U.S. TREASURY NOTES 2.500% 5/15/24   2022-06-07 2024-02-14
26. APPLIED MATERIALS   2021-03-23 2024-02-15
10000. CROWN CASTLE INTL 3.300% 7/01/30   2023-10-11 2024-03-04
165. MORGAN STANLEY DEAN WITTER DIS CO   2021-03-23 2024-03-08
1. BOOKING HOLDINGS INC   2023-05-26 2024-04-03
1. CHIPOTLE MEXICAN GRILL INC   2023-12-18 2024-04-03
2. CHIPOTLE MEXICAN GRILL INC   2022-09-07 2024-04-03
11. ECOLABS INC   2023-07-14 2024-04-03
71. HONEYWELL INTERNATIONAL INC     2024-04-03
8. MARTIN MARIETTA MATLS COMMON   2023-08-03 2024-04-03
20000. U.S. TREASURY NOTES 0.625% 10/15/24   2022-06-06 2024-04-10
12000. U.S. TREASURY NOTES 1.250% 8/15/31   2023-10-11 2024-04-11
20000. CONNECTICUT ST 3.041% 4/15/24   2022-06-29 2024-04-15
6. NETFLIX INC     2024-04-15
4. UNITED HEALTH GROUP INC   2023-12-18 2024-04-15
26. UNITED HEALTH GROUP INC     2024-04-15
2000. ANHEUSER-BUSCH 3.650% 2/01/26   2023-05-19 2024-04-22
1000. ANHEUSER-BUSCH 3.650% 2/01/26   2022-06-07 2024-04-22
214. CVS CORP COMMON   2024-02-12 2024-05-10
11. CARLISLE COS INC   2021-03-23 2024-05-10
219. KNIGHT-SWIFT TRANSN HLDGS INC     2024-05-10
35. HOME DEPOT INCORPORATED   2020-11-11 2024-05-29
42. MOLINA HEALTHCARE INC     2024-05-29
30. APPLIED MATERIALS   2021-03-23 2024-06-26
4. CADENCE DESIGN SYSTEMS INC   2023-03-03 2024-06-26
13. NVIDIA CORP   2024-01-10 2024-06-26
8000. U.S. TREASURY NOTES 2.125% 7/31/24     2024-06-28
107. PULTE GROUP INC     2024-07-02
4. ALPHABET INC CL A   2023-12-18 2024-07-12
50. ALPHABET INC CL A   2021-03-23 2024-07-12
20. APPLIED MATERIALS     2024-07-12
26. CADENCE DESIGN SYSTEMS INC     2024-07-12
13. FACEBOOK INC CL A   2023-08-03 2024-07-12
270. HALLIBURTON COMPANY     2024-07-12
304. HALLIBURTON COMPANY   2023-02-01 2024-07-12
7. MICROSOFT CORPORATION   2023-12-18 2024-07-12
15. MICROSOFT CORPORATION   2021-03-23 2024-07-12
6. VERTEX PHARMACEUTICALS INC   2023-08-10 2024-07-12
.5 BERKLEY W R CORP   2022-12-12 2024-07-23
9000. U.S. TREASURY NOTES 2.250% 12/31/24     2024-07-31
9000. U.S. TREASURY NOTES 2.000% 2/15/25     2024-07-31
8000. U.S. TREASURY NOTES 2.000% 8/15/25   2023-05-19 2024-07-31
15000. HAWAII ST 0.713% 8/01/24   2022-08-16 2024-08-01
20000. NEW YORK NY 0.580% 8/01/24   2022-06-14 2024-08-01
9000. HUNTINGTON BANCS 2.625% 8/06/24   2022-06-06 2024-08-06
12914.811 VANGUARD INTM TERM TREAS-ADM     2024-08-07
37. CONOCOPHILLIPS COM     2024-08-09
142. CONOCOPHILLIPS COM     2024-08-09
53. CADENCE DESIGN SYSTEMS INC   2022-09-16 2024-08-27
24. ARCH CAPITAL GROUP LTD   2023-12-18 2024-08-27
24. ARCH CAPITAL GROUP LTD   2022-04-01 2024-08-27
8000. U.S. TREASURY NOTES 2.000% 8/15/25   2023-05-19 2024-09-10
11000. BANK OF NY V-D 4.706% 2/01/34   2023-10-05 2024-09-25
11000. APPLE INC 1.200% 2/08/28     2024-09-26
2. MARTIN MARIETTA MATLS COMMON   2024-08-07 2024-10-03
25. MARTIN MARIETTA MATLS COMMON     2024-10-03
86. NEUROCRINE BIOSCIENCES INC     2024-10-03
3. TRANE TECHNOLOGIES PLC     2024-10-03
5. TRANE TECHNOLOGIES PLC   2021-03-23 2024-10-03
10000. SHELL INTL FIN 2.375% 11/07/29   2023-10-05 2024-10-09
. SHELL INTL FIN 2.375% 11/07/29     2024-10-09
10000. CVS HEALTH CORP 3.875% 7/20/25     2024-10-15
5. IQVIA HOLDINGS INC   2024-08-07 2024-10-30
64. IQVIA HOLDINGS INC   2021-03-23 2024-10-30
23. ALPHABET INC CL C     2024-11-05
31. ALPHABET INC CL C   2021-03-23 2024-11-05
2. ALPHABET INC CL A   2024-08-07 2024-11-05
15. ALPHABET INC CL A   2020-11-11 2024-11-05
46. AMAZON COM INC COM     2024-11-05
18. AMAZON COM INC COM   2020-11-11 2024-11-05
10. AMERISOURCEBERGEN CORP. COMMON     2024-11-05
6. ANALOG DEVICES INC   2024-08-07 2024-11-05
7. ANALOG DEVICES INC   2023-03-03 2024-11-05
91. APPLE COMPUTER CORPORATION COMMON     2024-11-05
10. APPLIED MATERIALS     2024-11-05
9. BANK OF NEW YORK MELLON CORP   2024-08-07 2024-11-05
26. BANK OF NEW YORK MELLON CORP   2023-03-03 2024-11-05
27. BELLRING BRANDS INC   2024-02-12 2024-11-05
50. BERKLEY W R CORP   2022-12-12 2024-11-05
1. BLACKROCK INC   2024-08-07 2024-11-05
3. BLACKROCK INC   2021-11-10 2024-11-05
1. BOOKING HOLDINGS INC   2024-08-07 2024-11-05
1. BOOKING HOLDINGS INC   2023-05-26 2024-11-05
29. BROADCOM INC   2023-05-26 2024-11-05
50. CMS ENERGY CORP   2024-08-27 2024-11-05
3. CARLISLE COS INC   2024-08-07 2024-11-05
7. CARLISLE COS INC   2021-03-23 2024-11-05
9. CHIPOTLE MEXICAN GRILL INC   2024-08-07 2024-11-05
11. CHIPOTLE MEXICAN GRILL INC   2022-09-07 2024-11-05
38. CORE & MAIN INC CL A   2024-04-03 2024-11-05
5. COSTCO WHOLESALE CORP   2020-11-11 2024-11-05
17. DIAMONDBACK ENERGY INC   2024-08-09 2024-11-05
25. EASTMAN CHEM CO   2024-04-03 2024-11-05
328.963 EATON VANCE-ATLANTA SMID-R6   2021-08-26 2024-11-05
3. ECOLABS INC   2024-08-07 2024-11-05
7. ECOLABS INC   2023-07-14 2024-11-05
27. ENTERGY CORP COMMON     2024-11-05
3. EQUINIX INC REIT   2023-12-08 2024-11-05
12. FACEBOOK INC CL A     2024-11-05
5. HCA HOLDINGS INC   2024-08-07 2024-11-05
4. HCA HOLDINGS INC   2022-03-18 2024-11-05
15. INTERNATIONAL BUSINESS MACHINES CORP     2024-11-05
2. INTUITIVE SURGICAL INC   2024-08-07 2024-11-05
4. INTUITIVE SURGICAL INC   2023-06-15 2024-11-05
295. ISHARES CORE DIVIDEND GROWTH ETF   2024-08-07 2024-11-05
1705. ISHARES CORE DIVIDEND GROWTH ETF     2024-11-05
21. J.P. MORGAN CHASE & CO.     2024-11-05
11. JONES LANG LASALLE INC   2024-10-03 2024-11-05
8. LPL FINANCIAL HOLDINGS INC   2024-02-15 2024-11-05
6. ELI LILLY & CO   2024-05-29 2024-11-05
39. MERCK & CO INC   2024-02-12 2024-11-05
2172.635 MERGER FUND-INST   2022-03-01 2024-11-05
6. MICROSOFT CORPORATION   2024-08-07 2024-11-05
33. MICROSOFT CORPORATION   2021-03-23 2024-11-05
22. MOHAWK IND INC COMMON     2024-11-05
1. NETFLIX INC   2024-08-07 2024-11-05
5. NETFLIX INC   2023-05-26 2024-11-05
139. NVIDIA CORP     2024-11-05
7. PNC BANK CORP COM   2024-08-07 2024-11-05
7. PNC BANK CORP COM   2021-03-23 2024-11-05
4. PALO ALTO NETWORKS INC   2024-08-07 2024-11-05
5. PALO ALTO NETWORKS INC   2023-10-04 2024-11-05
4. PARKER HANNIFIN CORP   2024-05-10 2024-11-05
31. PHILIP MORRIS INTERNATIONAL   2024-08-27 2024-11-05
4. PHILLIPS 66   2024-08-07 2024-11-05
13. PHILLIPS 66   2023-08-10 2024-11-05
14. PROGESSIVE CORP., OHIO COMMON     2024-11-05
10. QUANTA SERVICES INC COMMON   2020-11-11 2024-11-05
45. RTX CORPORATION     2024-11-05
2. REGENERON PHARMACEUTICALS INC   2024-10-03 2024-11-05
6. TARGA RESOURCES   2023-12-18 2024-11-05
21. TARGA RESOURCES   2023-08-10 2024-11-05
14. TESLA MOTORS INC   2023-06-15 2024-11-05
3. UNION PAC CORP   2024-08-07 2024-11-05
7. UNION PAC CORP   2021-03-23 2024-11-05
6. UNITED HEALTH GROUP INC   2020-11-11 2024-11-05
2. VERTEX PHARMACEUTICALS INC   2024-08-07 2024-11-05
6. VERTEX PHARMACEUTICALS INC     2024-11-05
17. VISA INC     2024-11-05
1. VISA INC   2020-11-11 2024-11-05
13. VONTIER CORP   2024-08-07 2024-11-05
41. VONTIER CORP   2023-03-03 2024-11-05
23. WAL MART STORES INCORPORATED     2024-11-05
31. WAL MART STORES INCORPORATED   2020-11-11 2024-11-05
29. ARCH CAPITAL GROUP LTD   2022-04-01 2024-11-05
24. MEDTRONIC PLC   2024-10-30 2024-11-05
10. TRANE TECHNOLOGIES PLC   2021-03-23 2024-11-05
8000. U.S. TREASURY NOTES 2.000% 8/15/25   2022-09-28 2024-11-12
2000. U.S. TREASURY NOTES 4.625% 2/28/26   2024-08-16 2024-11-12
8000. ABBVIE INC 4.250% 11/14/28   2023-07-31 2024-11-20
3. COSTCO WHOLESALE CORP   2020-11-11 2024-12-05
34. TARGA RESOURCES   2023-08-10 2024-12-05
40. WAL MART STORES INCORPORATED   2020-11-11 2024-12-05
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 13,994   9,101 4,893
b 8,081   9,656 -1,575
c 5,000   4,911 89
d 9,000   8,979 21
e 5,023   2,606 2,417
6,639   4,451 2,188
5,054   3,857 1,197
503   505 -2
16,101   16,903 -802
419   349 70
1,972   1,974 -2
7,944   7,970 -26
4,965   4,881 84
2,979   2,989 -10
4,888   3,083 1,805
8,847   8,442 405
14,448   13,293 1,155
3,626   2,662 964
2,876   2,280 596
5,752   3,319 2,433
2,503   2,067 436
14,125   14,620 -495
4,885   3,598 1,287
19,532   18,999 533
9,526   9,396 130
20,000   19,834 166
3,726   2,396 1,330
1,788   2,116 -328
11,619   9,539 2,080
1,957   1,950 7
979   1,000 -21
12,029   16,575 -4,546
4,572   1,702 2,870
10,823   9,433 1,390
11,360   9,783 1,577
12,894   13,737 -843
6,960   3,558 3,402
1,239   781 458
1,606   704 902
7,980   7,860 120
11,134   10,564 570
741   530 211
9,257   5,122 4,135
4,910   2,336 2,574
8,177   4,286 3,891
6,531   4,091 2,440
9,129   10,412 -1,283
10,278   12,370 -2,092
3,170   2,587 583
6,793   3,586 3,207
2,942   2,096 846
26   25 1
8,895   8,844 51
8,856   8,772 84
7,784   7,624 160
15,000   14,258 742
20,000   18,672 1,328
9,000   8,848 152
129,536   139,875 -10,339
4,007   4,756 -749
15,377   14,285 1,092
14,222   8,603 5,619
2,649   1,798 851
2,649   1,163 1,486
7,845   7,624 221
11,038   9,748 1,290
10,133   9,678 455
1,039   1,110 -71
12,990   10,833 2,157
9,646   12,722 -3,076
1,163   901 262
1,938   808 1,130
9,176   8,440 736
10     10
9,916   9,982 -66
1,089   1,176 -87
13,943   12,078 1,865
3,931   3,200 731
5,298   3,189 2,109
339   323 16
2,540   1,312 1,228
9,068   8,111 957
3,548   2,801 747
2,352   2,379 -27
1,298   1,263 35
1,515   1,295 220
20,235   19,443 792
1,858   798 1,060
685   571 114
1,979   1,335 644
1,808   1,607 201
2,886   2,462 424
1,010   856 154
3,029   2,870 159
4,852   3,474 1,378
4,852   2,662 2,190
4,986   2,307 2,679
3,450   3,376 74
1,286   1,171 115
3,002   1,083 1,919
506   496 10
618   365 253
1,682   2,269 -587
4,456   1,861 2,595
2,979   3,384 -405
2,492   2,542 -50
14,800   14,432 368
736   712 24
1,717   1,316 401
3,898   3,091 807
2,706   2,404 302
6,827   3,684 3,143
1,831   1,790 41
1,465   1,039 426
3,115   2,760 355
1,031   916 115
2,062   1,312 750
18,335   17,399 936
105,971   87,542 18,429
4,649   4,179 470
3,021   2,912 109
2,196   2,063 133
4,792   4,858 -66
3,948   4,883 -935
37,804   37,717 87
2,472   2,457 15
13,596   7,888 5,708
3,057   2,422 635
762   628 134
3,811   1,850 1,961
19,343   8,462 10,881
1,317   1,205 112
1,317   1,193 124
1,451   1,255 196
1,814   1,183 631
2,600   2,243 357
4,088   3,773 315
484   540 -56
1,574   1,499 75
3,409   2,872 537
3,130   657 2,473
5,314   4,119 1,195
1,648   2,065 -417
1,052   522 530
3,683   1,769 1,914
3,518   3,602 -84
698   725 -27
1,629   1,464 165
3,389   2,121 1,268
978   940 38
2,935   1,986 949
5,001   4,642 359
294   214 80
485   433 52
1,530   1,123 407
1,921   1,411 510
2,589   1,534 1,055
2,786   1,405 1,381
2,141   2,168 -27
3,833   1,617 2,216
7,856   7,541 315
2,005   2,011 -6
7,897   7,766 131
2,958   1,117 1,841
6,762   2,865 3,897
3,807   1,979 1,828
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
      6,500
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       4,893
b       -1,575
c       89
d       21
e       2,417
      2,188
      1,197
      -2
      -802
      70
      -2
      -26
      84
      -10
      1,805
      405
      1,155
      964
      596
      2,433
      436
      -495
      1,287
      533
      130
      166
      1,330
      -328
      2,080
      7
      -21
      -4,546
      2,870
      1,390
      1,577
      -843
      3,402
      458
      902
      120
      570
      211
      4,135
      2,574
      3,891
      2,440
      -1,283
      -2,092
      583
      3,207
      846
      1
      51
      84
      160
      742
      1,328
      152
      -10,339
      -749
      1,092
      5,619
      851
      1,486
      221
      1,290
      455
      -71
      2,157
      -3,076
      262
      1,130
      736
      10
      -66
      -87
      1,865
      731
      2,109
      16
      1,228
      957
      747
      -27
      35
      220
      792
      1,060
      114
      644
      201
      424
      154
      159
      1,378
      2,190
      2,679
      74
      115
      1,919
      10
      253
      -587
      2,595
      -405
      -50
      368
      24
      401
      807
      302
      3,143
      41
      426
      355
      115
      750
      936
      18,429
      470
      109
      133
      -66
      -935
      87
      15
      5,708
      635
      134
      1,961
      10,881
      112
      124
      196
      631
      357
      315
      -56
      75
      537
      2,473
      1,195
      -417
      530
      1,914
      -84
      -27
      165
      1,268
      38
      949
      359
      80
      52
      407
      510
      1,055
      1,381
      -27
      2,216
      315
      -6
      131
      1,841
      3,897
      1,828
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 142,539
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,929
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,929
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,929
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 952
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.............. 7 952
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 1,977
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTN
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 (804) 273-7445

Located atright arrowPO BOX 919798ORLANDOFL ZIP+4right arrow328919798
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
Yes
 
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 		25,460    
PO BOX 919798
ORLANDO,FL32891
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
3,953,828
b
Average of monthly cash balances.......................
1b
206,378
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,160,206
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,160,206
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
62,403
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,097,803
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
204,890
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
204,890
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,929
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,929
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
201,961
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
201,961
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
201,961
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
180,230
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
180,230
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 7 201,961
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 15,089
b From 2020...... 6,646
c From 2021...... 0
d From 2022...... 27,591
e From 2023...... 24,319
f Total of lines 3a through e ........ 73,645
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 180,230
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 180,230
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 21,731 21,731
(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 51,914
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		51,914
10 Analysis of line 9:
a Excess from 2020.... 4
b Excess from 2021.... 0
c Excess from 2022.... 27,591
d Excess from 2023.... 24,319
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ADVENTURE SCIENCE CENTER

800 FORT NEGLEY BLVD
NASHVILLE,TN37203 		NONE PC GENERAL OPERATING 12,000

ALIVE HOSPICE

1718 PATTERSON ST
NASHVILLE,TN37203 		NONE PC GENERAL OPERATING 8,000

AMERICAN RED CROSS

2201 CHARLOTTE AVENUE
NASHVILLE,TN37203 		NONE PC GENERAL OPERATING 5,000

ANNE ARUNDEL COMMUNITY COLLEGE

101 COLLEGE PKWY
ARNOLD,MD21012 		NONE PC GENERAL OPERATING 4,000

ANNE ARUNDEL COUNTY FOOD BANK

120 MARBURY DR
CROWNSVILLE,MD21032 		NONE PC GENERAL OPERATING 5,000

AUBURN UNIVERSITY

AUBURN
AUBURN,AL36849 		NONE PC GENERAL OPERATING 6,000

BELMONT UNIVERSITY

1900 BELMONT BLVD
NASHVILLE,TN37212 		NONE PC GENERAL OPERATING 14,000

BRENTWOOD ACADEMY

219 GRANN WHITE PIKE
BRENTWOOD,TN37027 		NONE PC GENERAL OPERATING 8,000

CHESAPEAKE BAY FOUNDATION

6 HERNDON AVE
ANNAPOLIS,MD21403 		NONE PC GENERAL OPERATING 3,000

CHEEKWOOD BOTANICAL GARDENS

1200 FORREST PARK DR
NASHVILLE,TN37205 		NONE PC GENERAL OPERATING 3,000

FIFTY FORWARD

174 RAINS AVENUE
NASHVILLE,TN37203 		NONE PC GENERAL OPERATING 4,000

FRIST ART MUSEUM

919 BROADWAY
NASHVILLE,TN37203 		NONE PC GENERAL OPERATING 4,000

FRIENDS OF WARNER PARK

50 VAUGHN RD
NASHVILLE,TN37221 		NONE PC GENERAL OPERATING 6,000

HARDING ACADEMY

170 WIDNSOR DR
NASHVILLE,TN37205 		NONE PC GENERAL OPERATING 2,000

HOSPICE OF THE CHESAPEAKE

90 RITCHIE HWY
PASADENA,MD21122 		NONE PC GENERAL OPERATING 2,000

HOSPITAL HOSPITALITY HOUSE

214 REIDHURST AVE
NASHVILLE,TN37203 		NONE PC GENERAL OPERATING 3,000

MATTHEW 25

11060 KENWOOD RD
BLUE ASH,OH45242 		NONE PC GENERAL OPERATING 2,000

NASHVILLE PUBLIC LIBRARY FOUNDATION

615 CHURCH ST
NASHVILLE,TN37219 		NONE PC GENERAL OPERATING 2,000

NASHVILLE PUBLIC RADIO

630 MAINSTREAM DR
NASHVILLE,TN37228 		NONE PC GENERAL OPERATING 1,000

NASHVILLE PUBLIC TELEVISION

161 RAINS AVE
NASHVILLE,TN37203 		NONE PC GENERAL OPERATING 5,000

NASHVILLE SYMPHONY ASSOCIATION

ONE SYMPHONY PLACE
Nashville,TN37201 		NONE PC GENERAL OPERATING 3,000

NASHVILLE ZOO

3777 NOLENSVILLE PIKE
NASHVILLE,TN37211 		NONE PC GENERAL OPERATING 5,000

RONALD MCDONALD HOUSE

2901 COLONIAL
COLUMBIA,SC29203 		NONE PC GENERAL OPERATING 2,000

SAINT MARY'S SCHOOL

1665 UW 45 BYPASS
JACKSON,TN38305 		NONE PC GENERAL OPERATING 2,000

SAINT THOMAS HEALTH FOUNDATION

4220 HARDING PIKE
NASHVILLE,TN37205 		NONE PC GENERAL OPERATING 5,000

SECOND HARVEST FOOD BANK OF MIDDLE TENNE

331 GREAT CIRCLE
NASHVILLE,TN37228 		NONE PC GENERAL OPERATING 6,000

SEVERN SCHOOL

201 WATER ST
SERVERNA PARK,MD21146 		NONE PC GENERAL OPERATING 5,000

ST ANDREWS-SEWANEE SCHOOL

290 QUINTARD RD
SEWANEE,TN37375 		NONE PC GENERAL OPERATING 7,000

TENNESSEE PERFORMING ARTS CENTER

505 DEADERICK ST
NASHVILLE,TN37219 		NONE PC GENERAL OPERATING 8,000

THISTLE FARMS

5122 CHARLOTTE PIKE
NASHVILLE,TN37209 		NONE PC GENERAL OPERATING 4,000

THE LIGHTHOUSE INC

425 W 10TH ST
SAN PEDRO,CA90731 		NONE PC GENERAL OPERATING 5,000

THE NASHVILLE 100 CLUB

PO BOX 58706
NASHVILLE,TN37205 		NONE PC GENERAL OPERATING 2,000

TN STATE MUSEUM FOUNDATION

1000 ROSA L PARKS BLVD
NASHVILLE,TN37208 		NONE PC GENERAL OPERATING 2,000

WESTERN KENTUCKY UNIVERSITY

1906 COLLEGE HEIGHTS BLVD
BOWLING GREEN,KY42101 		NONE PC GENERAL OPERATING 10,000
Total .................................right arrow 3a 165,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 82,806  
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 ............ 		    18 142,539  
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) ..   225,345  
13Total. Add line 12, columns (b), (d), and (e)..................
13
225,345
(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:
TCH BAULCH FAMILY FOUNDATION
EIN:
62-6233587
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,500     2,500

TY 2024 InvestmentsCorpBondsSchedule
Name:
TCH BAULCH FAMILY FOUNDATION
EIN:
62-6233587
Name of Bond End of Year Book Value End of Year Fair Market Value
03522AAG5 ANHEUSER-BUSCH COS L    
05530QAN0 BAT INTL FINANCE PLC 8,994 9,621
06051GFS3 BANK OF AMERICA CORP 14,047 13,936
10373QAT7 BP CAP MARKETS AMERI 8,807 8,839
126650CL2 CVS HEALTH CORP    
20030NCS8 COMCAST CORP 14,119 13,927
20772KGN3 CONNECTICUT STATE    
37045XDR4 GENERAL MOTORS FINL 9,012 9,476
419792F84 HAWAII STATE    
446150AQ7 HUNTINGTON BANCSHARE    
539830BV0 LOCKHEED MARTIN CORP 8,049 8,123
6174468C6 MORGAN STANLEY 9,040 8,963
64966QWU0 NEW YORK NEW YORK    
64985TDB4 NEW YORK STATE URBAN 18,802 19,863
69121KAE4 OWL ROCK CAPITAL COR 6,399 6,782
725209PA2 PITTSBURGH PENNSYLVA 17,840 18,972
744573AP1 PUBLIC SERVICE ENTER 9,120 9,756
799017XX1 SAN MATEO CALIFORNIA 17,504 18,367
80685XAC5 SCHLUMBERGER FIN CA 13,117 13,684
9128282N9 UNITED STATES TREASU    
9128283F5 UNITED STATES TREASU 7,456 7,564
9128283P3 UNITED STATES TREASU    
9128285Z9 UNITED STATES TREASU    
912828J27 UNITED STATES TREASU    
912828K74 UNITED STATES TREASU    
912828R36 UNITED STATES TREASU 13,071 13,513
912828U24 UNITED STATES TREASU 9,524 9,598
912828WJ5 UNITED STATES TREASU    
912828Z78 UNITED STATES TREASU 13,030 13,240
912828ZE3 UNITED STATES TREASU 17,785 18,465
91282CDB4 UNITED STATES TREASU    
91282CEC1 UNITED STATES TREASU 14,240 14,270
91282CEW7 UNITED STATES TREASU 14,132 13,672
91282CFZ9 UNITED STATES TREASU 17,943 17,797
985743RG0 YELLOWSTONE CNTY MON 13,933 14,775
00287YBF5 ABBVIE INC    
037833EC0 APPLE INC    
06406RBP1 BANK OF NY MELLON CO    
172967LD1 CITIGROUP INC 9,570 9,802
22822VAR2 CROWN CASTLE INTL CO    
26441CBT1 DUKE ENERGY CORP 9,890 10,479
3135G05Q2 FEDERAL NATIONAL MOR 9,280 9,909
313747BA4 FEDERAL REALTY INVT 8,459 9,173
31620RAK1 FIDELITY NATL FINANC 9,296 10,122
316773CV0 FIFTH THIRD BANCORP 9,234 9,679
337738BD9 FISERV INC 10,017 10,158
38141GXG4 GOLDMAN SACHS GROUP 8,901 9,744
419792ZQ2 HAWAII STATE 17,476 17,958
46647PBU9 JPMORGAN CHASE & CO 8,921 9,971
49456BAP6 KINDER MORGAN INC 8,464 8,832
67103HAG2 O'REILLY AUTOMOTIVE 8,675 8,836
693475BL8 PNC FINANCIAL SERVIC 9,890 9,986
74460DAH2 PUBLIC STORAGE 8,481 9,000
78016EYH4 ROYAL BANK CANADA 8,395 9,237
78409VBK9 S&P GLOBAL INC 8,915 9,598
808513CJ2 CHARLES SCHWAB CORP 9,000 9,381
822582CD2 SHELL INTERNATIONAL    
87264ADA0 T-MOBILE USA INC 9,808 9,946
912810FP8 UNITED STATES TREASU 13,584 13,633
9128283W8 UNITED STATES TREASU 7,484 7,639
912828Z94 UNITED STATES TREASU 9,139 9,552
912828ZQ6 UNITED STATES TREASU 18,510 19,693
91282CAE1 UNITED STATES TREASU 17,645 18,678
91282CCB5 UNITED STATES TREASU 8,944 9,280
91282CCS8 UNITED STATES TREASU 8,613 8,977
91282CDJ7 UNITED STATES TREASU 13,346 13,892
91282CDY4 UNITED STATES TREASU 22,776 23,551
91282CEM9 UNITED STATES TREASU 22,863 23,532
91282CEP2 UNITED STATES TREASU 8,785 8,981
91282CFF3 UNITED STATES TREASU 8,666 8,868
91282CFH9 UNITED STATES TREASU 10,690 10,683
91282CFV8 UNITED STATES TREASU 8,685 8,778
91282CGM7 UNITED STATES TREASU 11,018 11,163
91282CGT2 UNITED STATES TREASU 14,060 13,712
94106LBU2 WASTE MANAGEMENT INC 9,175 9,739
95000U2G7 WELLS FARGO & COMPAN 9,074 9,922
977100HC3 WISCONSIN STATE GEN 8,413 8,902
00287YBX6 ABBVIE INC 7,445 7,425
00914AAR3 ARI LEASE CORP 9,132 9,493
03027XCH1 AMERICAN TOWER CORP 8,936 9,015
11135FCC3 BROADCOM INC 8,977 8,703
14214M682 CARILLON REAMS UNCON 215,825 210,547
446150BE3 HUNTINGTON BANCSHARE 9,006 9,007
47233WEJ4 JEFFERIES FIN GROUP 8,986 9,275
58013MFX7 MCDONALD'S CORP 7,970 8,055
679111ZS6 OKLAHOMA STATE TURNP 24,578 25,000
7591EPAV2 REGIONS FINANCIAL CO 11,185 10,742
797272RS2 SAN DIEGO CALIFORNIA 12,620 13,082
822905AF2 SHELL FINANCE US INC 9,202 8,971
858119BK5 STEEL DYNAMICS INC 9,464 9,273
912810FF0 UNITED STATES TREASU 17,935 17,536
91282CHR5 UNITED STATES TREASU 9,083 8,811
91282CJZ5 UNITED STATES TREASU 26,027 25,849
91282CKB6 UNITED STATES TREASU 16,087 16,065
91282CKQ3 UNITED STATES TREASU 7,998 7,877
91282CKV2 UNITED STATES TREASU 28,423 28,235

TY 2024 InvestmentsCorpStockSchedule
Name:
TCH BAULCH FAMILY FOUNDATION
EIN:
62-6233587
Name of Stock End of Year Book Value End of Year Fair Market Value
142339100 CARLISLE COS INC 7,088 17,704
437076102 HOME DEPOT INC    
438516106 HONEYWELL INTERNATIO    
499049104 KNIGHT-SWIFT TRANSN    
594918104 MICROSOFT CORP 54,169 102,425
693475105 PNC FINL SVCS GROUP 14,617 19,092
907818108 UNION PAC CORP 13,595 15,279
931142103 WALMART INC 13,581 27,195
02079K107 ALPHABET INC CL C 27,498 55,418
02079K305 ALPHABET INC CL A 7,435 16,091
22160K105 COSTCO WHOLESALE COR 8,459 21,990
30303M102 META PLATFORMS INC C 25,604 52,110
46120E602 INTUITIVE SURGICAL I 10,171 16,181
58933Y105 MERCK & CO INC 16,365 20,791
91324P102 UNITEDHEALTH GROUP I 9,190 13,152
92826C839 VISA INC CL A 19,989 30,024
G8994E103 TRANE TECHNOLOGIES P 8,428 21,422
023135106 AMAZON.COM INC 53,735 82,710
037833100 APPLE INC 57,053 111,938
038222105 APPLIED MATERIALS IN 5,317 12,197
09247X101 BLACKROCK INC    
46266C105 IQVIA HOLDINGS INC    
46625H100 JP MORGAN CHASE & CO 27,600 42,429
617446448 MORGAN STANLEY    
74762E102 QUANTA SERVICES INC 4,467 21,491
032654105 ANALOG DEVICES INC 12,400 17,422
084423102 WR BERKLEY CORP 14,998 17,849
127387108 CADENCE DESIGN SYSTE    
169656105 CHIPOTLE MEXICAN GRI 9,145 17,427
20825C104 CONOCOPHILLIPS    
40412C101 HCA HEALTHCARE INC 11,545 13,507
67103H107 O'REILLY AUTOMOTIVE    
713448108 PEPSICO INC    
718546104 PHILLIPS 66 10,394 11,279
75513E101 RTX CORPORATION 14,897 20,020
92532F100 VERTEX PHARMACEUTICA 10,973 14,497
G0450A105 ARCH CAPITAL GROUP L 8,656 16,531
064058100 BANK OF NEW YORK MEL 11,551 17,287
09857L108 BOOKING HOLDINGS INC 10,480 19,874
11135F101 BROADCOM INC 15,194 44,281
278865100 ECOLAB INC 11,840 14,762
29364G103 ENTERGY CORP 16,860 24,414
406216101 HALLIBURTON CO    
50212V100 LPL FINANCIAL HOLDIN 12,666 16,652
532457108 LILLY ELI & CO 25,468 29,336
573284106 MARTIN MARIETTA MATL    
608190104 MOHAWK INDUSTRIES IN 10,101 12,390
60855R100 MOLINA HEALTHCARE IN    
64110L106 NETFLIX INC 11,101 26,740
67066G104 NVIDIA CORP 32,195 104,209
68389X105 ORACLE CORPORATION    
697435105 PALO ALTO NETWORKS I 12,286 18,924
745867101 PULTE GROUP INC    
87612G101 TARGA RESOURCES 9,774 20,706
88160R101 TESLA INC 20,218 34,326
928881101 VONTIER CORP 9,665 12,874
03073E105 CENCORA INC 12,714 12,133
040413205 ARISTA NETWORKS INC 15,364 15,806
07831C103 BELLRING BRANDS INC 13,081 16,725
09290D101 BLACKROCK INC 13,907 19,477
125896100 CMS ENERGY CORP 17,372 18,729
21874C102 CORE & MAIN INC CL A 11,998 10,386
25278X109 DIAMONDBACK ENERGY I 16,718 13,762
277432100 EASTMAN CHEMICAL CO 16,411 14,794
459200101 INTL BUSINESS MACHIN 17,909 21,543
48020Q107 JONES LANG LASALLE I 13,678 15,188
701094104 PARKER HANNIFIN CORP 12,336 13,993
718172109 PHILIP MORRIS INTL I 21,621 21,663
743315103 PROGRESSIVE CORP 15,546 18,929
75886F107 REGENERON PHARMACEUT 10,325 7,123
G5960L103 MEDTRONIC PLC 12,827 11,343

TY 2024 InvestmentsOtherSchedule2
Name:
TCH BAULCH FAMILY FOUNDATION
EIN:
62-6233587
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
74925K367 ABBEY CAPITAL FUTURE AT COST 86,111 83,125
277902235 EATON VANCE ATLANTA AT COST 188,339 196,346
589509207 MERGER FD/THE      
46434V621 ISHARES CORE DIVIDEN AT COST 101,889 122,680
464289438 ISHARES RUSSELL TOP AT COST 210,390 362,316
922031828 VANGUARD INTERMEDIAT      
233203868 DFA LARGE CAP INTERN AT COST 135,425 139,111
25434D203 DFA INTERNATIONAL VA AT COST 131,678 139,302
29444U700 EQUINIX INC AT COST 10,408 12,258
464287200 ISHARES CORE S&P 500 AT COST 277,659 341,434
233203421 DFA EMERGING MARKETS AT COST 82,825 77,749

TY 2024 OtherDecreasesSchedule
Name:
TCH BAULCH FAMILY FOUNDATION
EIN:
62-6233587
Description Amount
2024 TRANSACTIONS POSTED IN 2025 754
AI EFFECTIVE AFTER TAX YEAR 23
ACCRUED INTEREST PAID 34


TY 2024 OtherExpensesSchedule
Name:
TCH BAULCH FAMILY FOUNDATION
EIN:
62-6233587
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 2 2   0


TY 2024 OtherIncreasesSchedule
Name:
TCH BAULCH FAMILY FOUNDATION
EIN:
62-6233587
Description Amount
2023 TRANSACTIONS POSTED IN 2024 1,323
AI POSTING DATE BEFORE TAX YEAR 870
COST BASIS ADJUSTMENT 37


TY 2024 OtherProfessionalFeesSchedule
Name:
TCH BAULCH FAMILY FOUNDATION
EIN:
62-6233587
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 1,131 1,131    


TY 2024 TaxesSchedule
Name:
TCH BAULCH FAMILY FOUNDATION
EIN:
62-6233587
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 100 0   0
FEDERAL ESTIMATES - PRINCIPAL 952 0   0
FOREIGN TAXES ON QUALIFIED FOR 619 619   0
FOREIGN TAXES ON NONQUALIFIED 127 127   0