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
TRUSTEE FOR ROBERT M WYNNE 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

58-6360989
B Telephone number (see instructions)

(404) 813-2219
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,230,301J 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... 47,805 47,284  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 137,151
b Gross sales price for all assets on line 6a 437,940
7 Capital gain net income (from Part IV, line 2)... 137,151
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........ 184,956 184,435  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,707 7,854   7,853
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).... Click to see attachment
List of Attached Documents:
// Content
715     715
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,745 955   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.......... 20,669 8,811 0 10,068
25 Contributions, gifts, grants paid....... 80,230 80,230
26 Total expenses and disbursements. Add lines 24 and 25 100,899 8,811 0 90,298
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 84,057
b Net investment income (if negative, enter -0-) 175,624
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............. 378 925 925
2 Savings and temporary cash investments......... 29,699 122,838 122,838
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)....... 506,015 Click to see attachment
List of Attached Documents:
// Content
505,614 		1,046,607
c Investments—corporate bonds (attach schedule)....... 559,901 Click to see attachment
List of Attached Documents:
// Content
538,426 		475,600
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).......... 483,645 Click to see attachment
List of Attached Documents:
// Content
495,461 		582,344
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1 		Click to see attachment
List of Attached Documents:
// Content
1 		Click to see attachment
List of Attached Documents:
// Content
1,987
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,579,639 1,663,265 2,230,301
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,579,639 1,663,265
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,579,639 1,663,265
30 Total liabilities and net assets/fund balances (see instructions). 1,579,639 1,663,265
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,579,639
2
Enter amount from Part I, line 27a .....................
2
84,057
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,094
4
Add lines 1, 2, and 3 ..........................
4
1,664,790
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,525
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,663,265
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 11. O'REILLY AUTOMOTIVE INC   2022-05-04 2024-01-10
b 51. ORACLE CORPORATION   2023-06-15 2024-01-10
c 7. COSTCO WHOLESALE CORP   2016-07-07 2024-02-12
d 8. FACEBOOK INC CL A   2023-08-03 2024-02-12
e 8. NETFLIX INC   2023-07-25 2024-02-12
71. PEPSICO INCORPORATED     2024-02-12
6. VERTEX PHARMACEUTICALS INC   2023-08-10 2024-02-12
25. APPLIED MATERIALS     2024-02-15
132. MORGAN STANLEY DEAN WITTER DIS CO   2020-12-03 2024-03-08
1. BOOKING HOLDINGS INC   2023-05-26 2024-04-03
2. CHIPOTLE MEXICAN GRILL INC   2022-09-07 2024-04-03
8. ECOLABS INC   2023-07-14 2024-04-03
53. HONEYWELL INTERNATIONAL INC     2024-04-03
5. MARTIN MARIETTA MATLS COMMON   2023-08-03 2024-04-03
4. NETFLIX INC     2024-04-15
18. UNITED HEALTH GROUP INC     2024-04-15
77.597 INVESCO DEVELOPING MARKETS FUND     2024-05-10
9. ALPHABET INC CL C   2020-04-06 2024-05-10
4. ALPHABET INC CL A   2008-11-24 2024-05-10
11. AMAZON COM INC COM   2024-01-10 2024-05-10
2. AMERISOURCEBERGEN CORP. COMMON   2024-04-15 2024-05-10
3. ANALOG DEVICES INC   2023-03-03 2024-05-10
11. APPLE COMPUTER CORPORATION COMMON   2019-08-19 2024-05-10
4. APPLIED MATERIALS   2019-09-09 2024-05-10
40.502 ARTISAN INTL VALUE FUND-INS   2020-04-06 2024-05-10
7. BANK OF NEW YORK MELLON CORP   2023-03-03 2024-05-10
5. BELLRING BRANDS INC   2024-02-12 2024-05-10
7. BERKLEY W R CORP   2022-12-12 2024-05-10
1. BLACKROCK INC   2021-11-10 2024-05-10
1. BOOKING HOLDINGS INC   2023-05-26 2024-05-10
1. BROADCOM INC   2023-05-26 2024-05-10
6. CVS CORP COMMON   2024-02-12 2024-05-10
145. CVS CORP COMMON   2024-02-12 2024-05-10
3. CADENCE DESIGN SYSTEMS INC   2023-03-03 2024-05-10
2. CARLISLE COS INC   2019-09-05 2024-05-10
9. CARLISLE COS INC   2019-09-05 2024-05-10
1. CHIPOTLE MEXICAN GRILL INC   2022-09-07 2024-05-10
5. CONOCOPHILLIPS COM   2024-04-03 2024-05-10
5. CORE & MAIN INC CL A   2024-04-03 2024-05-10
1. COSTCO WHOLESALE CORP   2016-07-07 2024-05-10
137.875 DODGE & COX INCOME FUND   2020-12-07 2024-05-10
197.905 DOUBLELINE TTL RTRN BND-R6   2014-10-27 2024-05-10
4. EASTMAN CHEM CO   2024-04-03 2024-05-10
75.335 EATON VANCE-ATLANTA SMID-R6   2019-03-12 2024-05-10
2. ECOLABS INC   2023-07-14 2024-05-10
3. ENTERGY CORP COMMON   2024-05-10 2024-05-10
1. EQUINIX INC REIT   2023-12-08 2024-05-10
3. FACEBOOK INC CL A   2023-08-03 2024-05-10
2. HCA HOLDINGS INC   2022-03-18 2024-05-10
16. HALLIBURTON COMPANY   2024-04-03 2024-05-10
1. HOME DEPOT INCORPORATED   2008-11-24 2024-05-10
1. INTUITIVE SURGICAL INC   2023-06-15 2024-05-10
2. IQVIA HOLDINGS INC   2021-02-03 2024-05-10
50. ISHARES 1-5Y INV GRADE CORP ETF   2020-06-08 2024-05-10
392. ISHARES US TREASURY BOND ETF     2024-05-10
5. J.P. MORGAN CHASE & CO.   2021-11-10 2024-05-10
138.017 JOHCM INTERNATIONAL SEL-INST   2015-06-15 2024-05-10
6. KNIGHT-SWIFT TRANSN HLDGS INC   2020-07-21 2024-05-10
148. KNIGHT-SWIFT TRANSN HLDGS INC   2020-07-21 2024-05-10
2. LPL FINANCIAL HOLDINGS INC   2024-02-15 2024-05-10
1. ELI LILLY & CO   2024-05-10 2024-05-10
1. MARTIN MARIETTA MATLS COMMON   2023-08-03 2024-05-10
7. MERCK & CO INC   2024-02-12 2024-05-10
8. MICROSOFT CORPORATION     2024-05-10
4. MOHAWK IND INC COMMON   2024-01-10 2024-05-10
2. MOLINA HEALTHCARE INC   2023-09-15 2024-05-10
1. NETFLIX INC   2023-05-26 2024-05-10
253.333 NEUBERGER BERMAN HIGH INCM BD-INS   2019-03-12 2024-05-10
3. NVIDIA CORP   2024-01-10 2024-05-10
36.256 NUVEEN SMALL CAP VALUE-R6   2017-10-16 2024-05-10
3. PNC BANK CORP COM   2020-04-06 2024-05-10
2. PALO ALTO NETWORKS INC   2023-10-04 2024-05-10
3. PHILLIPS 66   2023-08-10 2024-05-10
580.866 PIMCO INVESTMENT GRADE CREDIT BD-I   2020-06-08 2024-05-10
3. PROGESSIVE CORP., OHIO COMMON   2024-04-15 2024-05-10
3. PULTE GROUP INC   2024-01-10 2024-05-10
3. QUANTA SERVICES INC COMMON   2020-01-28 2024-05-10
6. RTX CORPORATION   2022-12-12 2024-05-10
18.03 T ROWE PRICE INTEGRATED U.S.     2024-05-10
5. TARGA RESOURCES   2023-08-10 2024-05-10
2. TESLA MOTORS INC   2023-06-15 2024-05-10
2. UNION PAC CORP   2009-06-22 2024-05-10
1. UNITED HEALTH GROUP INC   2016-02-01 2024-05-10
156.076 VANGUARD M/B SEC INDEX-ADM   2020-06-08 2024-05-10
2. VERTEX PHARMACEUTICALS INC   2023-08-10 2024-05-10
3. VISA INC   2024-02-15 2024-05-10
11. VONTIER CORP   2023-03-03 2024-05-10
10. WAL MART STORES INCORPORATED   2019-08-19 2024-05-10
7. ARCH CAPITAL GROUP LTD   2022-04-01 2024-05-10
2. TRANE TECHNOLOGIES PLC   2016-06-29 2024-05-10
13. ALPHABET INC CL C   2020-04-06 2024-05-16
14. ALPHABET INC CL A   2008-11-24 2024-05-16
24. AMAZON COM INC COM     2024-05-16
3. AMERISOURCEBERGEN CORP. COMMON   2024-04-15 2024-05-16
8. ANALOG DEVICES INC   2023-03-03 2024-05-16
44. APPLE COMPUTER CORPORATION COMMON   2008-11-24 2024-05-16
11. APPLIED MATERIALS   2019-09-09 2024-05-16
21. BANK OF NEW YORK MELLON CORP   2023-03-03 2024-05-16
8. BELLRING BRANDS INC   2024-02-12 2024-05-16
10. BERKLEY W R CORP   2022-12-12 2024-05-16
2. BROADCOM INC   2023-05-26 2024-05-16
5. CADENCE DESIGN SYSTEMS INC   2023-03-03 2024-05-16
5. CARLISLE COS INC   2019-09-05 2024-05-16
8. CONOCOPHILLIPS COM   2024-04-03 2024-05-16
16. CORE & MAIN INC CL A   2024-04-03 2024-05-16
2. COSTCO WHOLESALE CORP   2016-07-07 2024-05-16
15. EASTMAN CHEM CO   2024-04-03 2024-05-16
4. ECOLABS INC   2023-07-14 2024-05-16
16. ENTERGY CORP COMMON   2024-05-10 2024-05-16
1. EQUINIX INC REIT   2023-12-08 2024-05-16
7. FACEBOOK INC CL A   2023-08-03 2024-05-16
2. HCA HOLDINGS INC   2022-03-18 2024-05-16
37. HALLIBURTON COMPANY   2024-04-03 2024-05-16
4. HOME DEPOT INCORPORATED   2008-11-24 2024-05-16
3. INTUITIVE SURGICAL INC   2023-06-15 2024-05-16
3. IQVIA HOLDINGS INC   2021-02-03 2024-05-16
13. J.P. MORGAN CHASE & CO.     2024-05-16
2. LPL FINANCIAL HOLDINGS INC   2024-02-15 2024-05-16
4. ELI LILLY & CO   2024-05-10 2024-05-16
2. MARTIN MARIETTA MATLS COMMON   2023-08-03 2024-05-16
13. MERCK & CO INC   2024-02-12 2024-05-16
21. MICROSOFT CORPORATION   2012-01-30 2024-05-16
11. MOHAWK IND INC COMMON   2024-01-10 2024-05-16
1. MOLINA HEALTHCARE INC   2023-09-15 2024-05-16
2. NETFLIX INC   2023-05-26 2024-05-16
8. NVIDIA CORP   2024-01-10 2024-05-16
11. PNC BANK CORP COM   2020-04-06 2024-05-16
3. PALO ALTO NETWORKS INC   2023-10-04 2024-05-16
3. PARKER HANNIFIN CORP   2024-05-10 2024-05-16
6. PHILLIPS 66   2023-08-10 2024-05-16
4. PROGESSIVE CORP., OHIO COMMON   2024-04-15 2024-05-16
10. PULTE GROUP INC   2024-01-10 2024-05-16
8. QUANTA SERVICES INC COMMON   2020-01-28 2024-05-16
20. RTX CORPORATION     2024-05-16
11. TARGA RESOURCES   2023-08-10 2024-05-16
2. TESLA MOTORS INC   2023-06-15 2024-05-16
5. UNION PAC CORP   2009-06-22 2024-05-16
3. UNITED HEALTH GROUP INC   2016-02-01 2024-05-16
3. VERTEX PHARMACEUTICALS INC   2023-08-10 2024-05-16
6. VISA INC   2024-02-15 2024-05-16
3. VISA INC   2020-04-06 2024-05-16
18. VONTIER CORP   2023-03-03 2024-05-16
10. WAL MART STORES INCORPORATED   2019-08-19 2024-05-16
6. ARCH CAPITAL GROUP LTD   2022-04-01 2024-05-16
3. TRANE TECHNOLOGIES PLC   2016-06-29 2024-05-16
22. HOME DEPOT INCORPORATED   2008-11-24 2024-05-29
27. MOLINA HEALTHCARE INC     2024-05-29
18. APPLIED MATERIALS   2019-09-09 2024-06-26
2. BROADCOM INC   2023-05-26 2024-06-26
5. CADENCE DESIGN SYSTEMS INC   2022-09-16 2024-06-26
66. PULTE GROUP INC     2024-07-02
28. ALPHABET INC CL A   2008-11-24 2024-07-12
12. APPLIED MATERIALS   2019-09-09 2024-07-12
17. CADENCE DESIGN SYSTEMS INC   2022-09-16 2024-07-12
10. FACEBOOK INC CL A     2024-07-12
144. HALLIBURTON COMPANY     2024-07-12
224. HALLIBURTON COMPANY   2023-02-01 2024-07-12
10. MICROSOFT CORPORATION   2012-01-30 2024-07-12
2. VERTEX PHARMACEUTICALS INC   2023-08-10 2024-07-12
2. VERTEX PHARMACEUTICALS INC   2022-12-12 2024-07-12
6. CONOCOPHILLIPS COM   2024-04-03 2024-08-09
109. CONOCOPHILLIPS COM     2024-08-09
33. CADENCE DESIGN SYSTEMS INC   2022-09-16 2024-08-27
29. ARCH CAPITAL GROUP LTD   2022-04-01 2024-08-27
16. MARTIN MARIETTA MATLS COMMON     2024-10-03
51. NEUROCRINE BIOSCIENCES INC   2024-07-12 2024-10-03
7. TRANE TECHNOLOGIES PLC   2016-06-29 2024-10-03
43. IQVIA HOLDINGS INC   2021-02-03 2024-10-30
3. COSTCO WHOLESALE CORP   2016-07-07 2024-12-05
26. TARGA RESOURCES   2023-08-10 2024-12-05
36. WAL MART STORES INCORPORATED   2019-08-19 2024-12-05
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    
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    
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    
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    
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 10,262   6,640 3,622
b 5,283   6,434 -1,151
c 5,024   1,138 3,886
d 3,810   2,517 1,293
e 4,496   3,432 1,064
11,908   12,519 -611
2,508   2,096 412
4,700   1,280 3,420
11,559   8,475 3,084
3,625   2,654 971
5,763   3,319 2,444
1,821   1,503 318
10,544   6,797 3,747
3,049   2,249 800
2,482   1,598 884
8,044   2,282 5,762
3,100   3,573 -473
1,525   511 1,014
672   27 645
2,079   1,690 389
449   471 -22
618   553 65
2,033   579 1,454
837   202 635
2,000   1,098 902
410   359 51
298   298  
553   517 36
793   956 -163
3,783   2,654 1,129
1,315   795 520
334   465 -131
8,151   11,231 -3,080
857   589 268
838   289 549
3,741   1,302 2,439
3,244   1,660 1,584
615   655 -40
300   299 1
779   163 616
1,700   2,058 -358
1,700   2,183 -483
405   407 -2
3,100   2,586 514
468   376 92
336   336  
761   801 -40
1,430   944 486
646   520 126
602   651 -49
347   19 328
386   328 58
462   368 94
2,550   2,725 -175
8,764   10,862 -2,098
993   840 153
3,300   2,861 439
293   273 20
7,314   6,723 591
529   516 13
775   768 7
607   450 157
915   876 39
3,304   778 2,526
480   425 55
700   654 46
619   370 249
1,900   2,128 -228
2,710   1,625 1,085
1,100   947 153
473   271 202
597   473 124
445   346 99
5,100   6,284 -1,184
643   622 21
352   315 37
818   120 698
636   593 43
800   334 466
569   421 148
346   515 -169
496   50 446
509   115 394
2,800   3,398 -598
841   699 142
839   837 2
447   301 146
604   381 223
700   339 361
669   95 574
2,286   739 1,547
2,445   94 2,351
4,430   3,654 776
663   706 -43
1,715   1,473 242
8,357   134 8,223
2,374   556 1,818
1,236   1,078 158
465   476 -11
786   739 47
2,845   1,591 1,254
1,454   982 472
2,083   723 1,360
958   1,049 -91
970   955 15
1,596   325 1,271
1,501   1,525 -24
930   752 178
1,816   1,794 22
800   801 -1
3,332   2,203 1,129
648   520 128
1,381   1,506 -125
1,374   77 1,297
1,193   984 209
706   552 154
2,637   2,089 548
534   516 18
3,100   3,073 27
1,171   899 272
1,704   1,628 76
8,863   620 8,243
1,333   1,168 165
345   327 18
1,224   740 484
7,578   4,333 3,245
1,767   992 775
948   710 238
1,625   1,682 -57
874   692 182
829   830 -1
1,202   1,049 153
2,124   321 1,803
2,089   1,879 210
1,284   927 357
349   515 -166
1,232   124 1,108
1,573   346 1,227
1,315   1,048 267
1,683   1,675 8
842   480 362
721   493 228
640   381 259
594   291 303
973   143 830
7,140   425 6,715
8,289   8,800 -511
4,176   910 3,266
3,171   1,591 1,580
1,549   812 737
6,868   6,417 451
5,184   189 4,995
2,946   607 2,339
5,347   2,760 2,587
5,024   3,073 1,951
4,869   5,455 -586
7,574   9,114 -1,540
4,529   295 4,234
981   699 282
981   626 355
650   787 -137
11,804   10,984 820
8,855   5,357 3,498
3,201   1,405 1,796
8,314   6,908 1,406
5,720   7,551 -1,831
2,713   334 2,379
9,368   7,906 1,462
2,961   488 2,473
5,171   2,191 2,980
3,426   1,370 2,056
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
      5,550
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       3,622
b       -1,151
c       3,886
d       1,293
e       1,064
      -611
      412
      3,420
      3,084
      971
      2,444
      318
      3,747
      800
      884
      5,762
      -473
      1,014
      645
      389
      -22
      65
      1,454
      635
      902
      51
       
      36
      -163
      1,129
      520
      -131
      -3,080
      268
      549
      2,439
      1,584
      -40
      1
      616
      -358
      -483
      -2
      514
      92
       
      -40
      486
      126
      -49
      328
      58
      94
      -175
      -2,098
      153
      439
      20
      591
      13
      7
      157
      39
      2,526
      55
      46
      249
      -228
      1,085
      153
      202
      124
      99
      -1,184
      21
      37
      698
      43
      466
      148
      -169
      446
      394
      -598
      142
      2
      146
      223
      361
      574
      1,547
      2,351
      776
      -43
      242
      8,223
      1,818
      158
      -11
      47
      1,254
      472
      1,360
      -91
      15
      1,271
      -24
      178
      22
      -1
      1,129
      128
      -125
      1,297
      209
      154
      548
      18
      27
      272
      76
      8,243
      165
      18
      484
      3,245
      775
      238
      -57
      182
      -1
      153
      1,803
      210
      357
      -166
      1,108
      1,227
      267
      8
      362
      228
      259
      303
      830
      6,715
      -511
      3,266
      1,580
      737
      451
      4,995
      2,339
      2,587
      1,951
      -586
      -1,540
      4,234
      282
      355
      -137
      820
      3,498
      1,796
      1,406
      -1,831
      2,379
      1,462
      2,473
      2,980
      2,056
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 137,151
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 2,441
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 2,441
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 2,441
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,540
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 1,540
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 9 901
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 arrowGA
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 (404) 813-2219

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
 
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 		15,707    
PO BOX 919798
ORLANDO,FL328919798
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,060,194
b
Average of monthly cash balances.......................
1b
77,668
c
Fair market value of all other assets (see instructions)................
1c
417
d
Total (add lines 1a, b, and c).........................
1d
2,138,279
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,138,279
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
32,074
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,106,205
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
105,310
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
105,310
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,441
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,441
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
102,869
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
102,869
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
102,869
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
90,298
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
90,298
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 7 102,869
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 80,230
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$ 90,298
a Applied to 2023, but not more than line 2a 80,230
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..... 10,068
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 .......... 		92,801
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).)
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

GEORGIA INDUSTRIAL CHILDREN'S HOME

PO BOX 28077
MACON,GA31221 		NONE PC GENERAL OPERATING 80,230
Total .................................right arrow 3a 80,230
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 47,805  
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 ............ 		    18 137,151  
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) ..   184,956  
13Total. Add line 12, columns (b), (d), and (e)..................
13
184,956
(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:
TRUSTEE FOR ROBERT M WYNNE FDN
EIN:
58-6360989
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2024 InvestmentsCorpBondsSchedule
Name:
TRUSTEE FOR ROBERT M WYNNE FDN
EIN:
58-6360989
Name of Bond End of Year Book Value End of Year Fair Market Value
258620566 DOUBLELINE TOTAL RET 55,249 44,557
46429B267 ISHARES US TREASURY 270,674 243,128
64128K868 NEUBERGER BERMAN HIG 55,788 50,884
722005816 PIMCO INVESTMENT GRA 156,715 137,031

TY 2024 InvestmentsCorpStockSchedule
Name:
TRUSTEE FOR ROBERT M WYNNE FDN
EIN:
58-6360989
Name of Stock End of Year Book Value End of Year Fair Market Value
58933Y105 MERCK & CO INC 6,279 15,121
931142103 WALMART INC 7,498 19,606
437076102 HOME DEPOT INC    
92826C839 VISA INC CL A 1,718 21,807
02079K107 ALPHABET INC CL C 2,170 40,183
30303M102 META PLATFORMS INC C 18,404 37,473
46120E602 INTUITIVE SURGICAL I 7,218 11,483
594918104 MICROSOFT CORP 5,166 73,763
693475105 PNC FINL SVCS GROUP 3,731 13,307
91324P102 UNITEDHEALTH GROUP I 2,301 10,117
438516106 HONEYWELL INTERNATIO    
907818108 UNION PAC CORP 1,205 11,174
02079K305 ALPHABET INC CL A 424 11,926
22160K105 COSTCO WHOLESALE COR 2,662 15,577
142339100 CARLISLE COS INC 4,533 12,909
499049104 KNIGHT-SWIFT TRANSN 273 318
617446448 MORGAN STANLEY    
G8994E103 TRANE TECHNOLOGIES P 2,001 15,513
023135106 AMAZON.COM INC 22,756 58,577
037833100 APPLE INC 16,984 80,134
038222105 APPLIED MATERIALS IN 2,457 8,782
09247X101 BLACKROCK INC    
46266C105 IQVIA HOLDINGS INC    
46625H100 JP MORGAN CHASE & CO 17,962 29,724
74762E102 QUANTA SERVICES INC 1,654 15,486
032654105 ANALOG DEVICES INC 8,531 12,110
084423102 WR BERKLEY CORP 11,374 13,518
127387108 CADENCE DESIGN SYSTE    
169656105 CHIPOTLE MEXICAN GRI 4,749 9,045
20825C104 CONOCOPHILLIPS    
40412C101 HCA HEALTHCARE INC 8,573 9,905
67103H107 O'REILLY AUTOMOTIVE    
713448108 PEPSICO INC    
718546104 PHILLIPS 66 7,770 8,431
75513E101 RTX CORPORATION 11,220 15,044
92532F100 VERTEX PHARMACEUTICA 7,920 10,470
G0450A105 ARCH CAPITAL GROUP L 6,202 11,821
064058100 BANK OF NEW YORK MEL 8,317 12,446
09857L108 BOOKING HOLDINGS INC 7,894 14,905
11135F101 BROADCOM INC 11,137 32,458
278865100 ECOLAB INC 8,457 10,544
29364G103 ENTERGY CORP 11,907 17,287
406216101 HALLIBURTON CO    
50212V100 LPL FINANCIAL HOLDIN 9,224 11,754
532457108 LILLY ELI & CO 18,306 20,844
573284106 MARTIN MARIETTA MATL    
608190104 MOHAWK INDUSTRIES IN 7,302 9,054
60855R100 MOLINA HEALTHCARE IN    
64110L106 NETFLIX INC 8,511 20,500
67066G104 NVIDIA CORP 23,123 75,202
68389X105 ORACLE CORPORATION    
697435105 PALO ALTO NETWORKS I 8,742 13,465
745867101 PULTE GROUP INC    
87612G101 TARGA RESOURCES 6,993 14,816
88160R101 TESLA INC 14,082 23,423
928881101 VONTIER CORP 7,119 9,482
03073E105 CENCORA INC 9,182 8,763
040413205 ARISTA NETWORKS INC 11,066 11,385
07831C103 BELLRING BRANDS INC 9,269 11,828
09290D101 BLACKROCK INC 9,364 13,326
125896100 CMS ENERGY CORP 12,701 13,530
126650100 CVS HEALTH CORP 465 269
21874C102 CORE & MAIN INC CL A 8,828 7,586
25278X109 DIAMONDBACK ENERGY I 12,340 10,157
277432100 EASTMAN CHEMICAL CO 11,687 10,502
459200101 INTL BUSINESS MACHIN 12,610 15,168
48020Q107 JONES LANG LASALLE I 10,297 11,138
701094104 PARKER HANNIFIN CORP 8,972 10,176
718172109 PHILIP MORRIS INTL I 15,527 15,525
743315103 PROGRESSIVE CORP 12,015 14,616
75886F107 REGENERON PHARMACEUT 7,228 4,986
G5960L103 MEDTRONIC PLC 9,214 8,148

TY 2024 InvestmentsOtherSchedule2
Name:
TRUSTEE FOR ROBERT M WYNNE FDN
EIN:
58-6360989
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
87283A102 T. ROWE PRICE QM US AT COST 8,100 20,186
92206C755 VANGUARD MORTGAGE-BA AT COST 87,880 75,662
277902235 EATON VANCE ATLANTA AT COST 50,136 85,145
00143W859 INVESCO DEVELOPING M AT COST 59,487 77,368
256210105 DODGE & COX INCOME F AT COST 88,008 78,427
464288646 ISHARES 1-5 YEAR INV AT COST 69,982 69,175
04314H857 ARTISAN INTERNATIONA AT COST 29,719 51,546
46653M849 JOHCM INTERNATIONAL AT COST 74,302 84,306
670693837 NUVEEN SMALL CAP VAL AT COST 20,635 32,043
29444U700 EQUINIX INC AT COST 7,212 8,486

TY 2024 OtherAssetsSchedule
Name:
TRUSTEE FOR ROBERT M WYNNE FDN
EIN:
58-6360989
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
992660CX6 SEALED BAG SAID TO C   1 1,987
99A10CUH3 SEALED BOX SAID TO C 1 0 0


TY 2024 OtherDecreasesSchedule
Name:
TRUSTEE FOR ROBERT M WYNNE FDN
EIN:
58-6360989
Description Amount
2024 TRANSACTION POSTED IN 2025 1,503
COST BASIS ADJUSTMENT 19
ROUNDING 3


TY 2024 OtherExpensesSchedule
Name:
TRUSTEE FOR ROBERT M WYNNE FDN
EIN:
58-6360989
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:
TRUSTEE FOR ROBERT M WYNNE FDN
EIN:
58-6360989
Description Amount
2023 TRANSACTION POSTED IN 2024 1,094


TY 2024 OtherProfessionalFeesSchedule
Name:
TRUSTEE FOR ROBERT M WYNNE FDN
EIN:
58-6360989
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 715     715


TY 2024 TaxesSchedule
Name:
TRUSTEE FOR ROBERT M WYNNE FDN
EIN:
58-6360989
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 250 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,540 0   0
FOREIGN TAXES ON QUALIFIED FOR 803 803   0
FOREIGN TAXES ON NONQUALIFIED 152 152   0