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
SUNTRUST BANK CHARITABLE-IRR TR
 
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

54-6054608
B Telephone number (see instructions)

(404) 813-2111
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$5,541,815J 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... 201,969 201,618  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,250,343
b Gross sales price for all assets on line 6a 7,722,794
7 Capital gain net income (from Part IV, line 2)... 1,250,343
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........ 1,452,312 1,451,961  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 52,204 26,102   26,102
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)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
17,035 595   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 71,739 26,697 0 28,602
25 Contributions, gifts, grants paid....... 6,300,000 6,300,000
26 Total expenses and disbursements. Add lines 24 and 25 6,371,739 26,697 0 6,328,602
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,919,427
b Net investment income (if negative, enter -0-) 1,425,264
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.............   20,196 20,196
2 Savings and temporary cash investments......... 1,744,032 152,745 152,745
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).......      
c Investments—corporate bonds (attach schedule)....... 760,642 Click to see attachment
List of Attached Documents:
// Content
592,034 		559,970
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).......... 7,297,900 Click to see attachment
List of Attached Documents:
// Content
4,027,829 		4,808,904
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) 9,802,574 4,792,804 5,541,815
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........ 9,802,574 4,792,804
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)..... 9,802,574 4,792,804
30 Total liabilities and net assets/fund balances (see instructions). 9,802,574 4,792,804
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
9,802,574
2
Enter amount from Part I, line 27a .....................
2
-4,919,427
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
18,230
4
Add lines 1, 2, and 3 ..........................
4
4,901,377
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
108,573
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,792,804
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 1972. ISHARES BARCLAYS 1-3 YR TREASURY BD     2024-05-22
b 2353. ISHARES BARCLAYS 1-3 YR TREASURY BD     2024-05-22
c 520.151 INVESCO DEVELOPING MARKETS FUND     2024-07-01
d 2630. BLACKROCK EVENT DRIVEN EQ-IS   2020-05-06 2024-07-01
e 6902.439 DODGE & COX INCOME FUND   2022-03-21 2024-07-01
16313.952 DOUBLELINE TTL RTRN BND-R6     2024-07-01
5771.23 EATON VANCE-ATLANTA SMID-R6   2019-01-25 2024-07-01
4996.975 PARAMETRIC DIVIDEND INCOME FUND-I   2019-01-25 2024-07-01
2121.658 FPA CRESCENT FUND-SUPR INST   2020-01-22 2024-07-01
3233.275 HARTFORD DVDND & GRWTH-F   2022-03-25 2024-07-01
1996.257 T ROWE PRICE LARGE/CAP GRW-I   2019-01-25 2024-07-01
426. INVESCO S&P 500 EQUAL WEIGHT ETF   2022-03-09 2024-07-01
1428. ISHARES RUSSELL MID CAP ETF   2020-11-13 2024-07-01
403. ISHARES S&P SMALLCAP 600/VAL COMMON   2021-03-10 2024-07-01
6115.513 JOHCM INTERNATIONAL SEL-INST   2019-05-02 2024-07-01
4766.861 JANUS HENDERSON SMALL CAP VALUE-N   2019-01-25 2024-07-01
4473.831 NEUBERGER BERMAN LONG SHORT-INS   2021-10-04 2024-07-01
2402.985 PIMCO COMMODITY REALRTN STRATEGY-INS   2022-07-11 2024-07-01
9787.33 OSTERWEIS STRATEGIC INC FD I   2024-05-22 2024-07-01
18605.372 MUZINICH CREDIT OPPTYS-SUPRA INSTL     2024-07-01
3932.927 T ROWE PRICE INTEGRATED U.S.   2019-01-25 2024-07-01
1175.902 VANECK EMERGING MARKETS-Z     2024-07-01
482. VANGUARD DIVIDEND APPREC ETF     2024-07-01
8784.501 VANGUARD TOTAL BD MKT INDEX-INST     2024-07-01
1618. VANGUARD TOTAL BOND MARKET ETF   2022-07-12 2024-07-01
1121.978 VANGUARD INST INDEX-INST     2024-07-01
1037. VANGUARD RUSSELL 1000 GROWTH ETF   2017-07-20 2024-07-01
4348. VANGUARD RUSSELL 1000 VALUE ETF     2024-07-01
14005.338 MUZINICH CREDIT OPPTYS-SUPRA INSTL     2024-08-14
13994.662 MUZINICH CREDIT OPPTYS-SUPRA INSTL     2024-08-14
1542.857 PARAMETRIC DIVIDEND INCOME FUND-I   2019-01-25 2024-08-21
1014.653 HARTFORD DVDND & GRWTH-F   2022-03-25 2024-08-21
630.819 T ROWE PRICE LARGE/CAP GRW-I   2019-01-25 2024-08-21
134. INVESCO S&P 500 EQUAL WEIGHT ETF   2022-03-09 2024-08-21
152. VANGUARD DIVIDEND APPREC ETF     2024-08-21
327. VANGUARD RUSSELL 1000 GROWTH ETF   2017-07-20 2024-08-21
1369. VANGUARD RUSSELL 1000 VALUE ETF   2021-03-02 2024-08-21
159.616 INVESCO DEVELOPING MARKETS FUND     2024-09-06
793.103 BLACKROCK EVENT DRIVEN EQ-IS   2020-05-06 2024-09-06
2639.847 DODGE & COX INCOME FUND     2024-09-06
6240.353 DOUBLELINE TTL RTRN BND-R6   2020-10-23 2024-09-06
1735.246 EATON VANCE-ATLANTA SMID-R6   2019-01-25 2024-09-06
1289.58 PARAMETRIC DIVIDEND INCOME FUND-I   2019-01-25 2024-09-06
646.711 FPA CRESCENT FUND-SUPR INST   2020-01-22 2024-09-06
846.627 HARTFORD DVDND & GRWTH-F   2022-03-25 2024-09-06
530.303 T ROWE PRICE LARGE/CAP GRW-I   2019-01-25 2024-09-06
110. INVESCO S&P 500 EQUAL WEIGHT ETF   2022-03-09 2024-09-06
430. ISHARES RUSSELL MID CAP ETF   2020-11-13 2024-09-06
122. ISHARES S&P SMALLCAP 600/VAL COMMON   2021-03-10 2024-09-06
1850.931 JOHCM INTERNATIONAL SEL-INST     2024-09-06
1441.332 JANUS HENDERSON SMALL CAP VALUE-N   2019-01-25 2024-09-06
1352.323 NEUBERGER BERMAN LONG SHORT-INS   2021-10-04 2024-09-06
734.71 PIMCO COMMODITY REALRTN STRATEGY-INS   2022-07-11 2024-09-06
2943.262 OSTERWEIS STRATEGIC INC FD I   2024-05-22 2024-09-06
1782.178 MUZINICH CREDIT OPPTYS-SUPRA INSTL   2024-04-23 2024-09-06
1194.296 T ROWE PRICE INTEGRATED U.S.     2024-09-06
397.878 VANECK EMERGING MARKETS-Z     2024-09-06
125. VANGUARD DIVIDEND APPREC ETF     2024-09-06
3361.982 VANGUARD TOTAL BD MKT INDEX-INST   2020-10-26 2024-09-06
626. VANGUARD TOTAL BOND MARKET ETF   2022-07-12 2024-09-06
437.5 VANGUARD INST INDEX-INST     2024-09-06
268. VANGUARD RUSSELL 1000 GROWTH ETF     2024-09-06
1122. VANGUARD RUSSELL 1000 VALUE ETF   2021-03-02 2024-09-06
259.524 INVESCO DEVELOPING MARKETS FUND   2021-01-07 2024-09-27
3069.461 JOHCM INTERNATIONAL SEL-INST     2024-09-27
572.755 VANECK EMERGING MARKETS-Z   2021-01-07 2024-09-27
2044.818 PARAMETRIC DIVIDEND INCOME FUND-I   2019-01-25 2024-10-24
1337.46 HARTFORD DVDND & GRWTH-F   2022-03-25 2024-10-24
827.11 T ROWE PRICE LARGE/CAP GRW-I     2024-10-24
176. INVESCO S&P 500 EQUAL WEIGHT ETF   2022-03-09 2024-10-24
199. VANGUARD DIVIDEND APPREC ETF     2024-10-24
429. VANGUARD RUSSELL 1000 GROWTH ETF   2020-03-02 2024-10-24
1798. VANGUARD RUSSELL 1000 VALUE ETF   2021-03-02 2024-10-24
13922.328 DOUBLELINE TTL RTRN BND-R6     2024-11-25
5975.518 DOUBLELINE TTL RTRN BND-R6     2024-11-25
5690.371 MUZINICH CREDIT OPPTYS-SUPRA INSTL   2024-04-23 2024-11-25
122.599 INVESCO DEVELOPING MARKETS FUND   2021-01-07 2024-12-10
820.313 BLACKROCK EVENT DRIVEN EQ-IS   2020-05-06 2024-12-10
310.04 COHEN & STEERS REALTY SHARES INSTITUTION   2024-09-27 2024-12-10
1619.191 DODGE & COX INCOME FUND   2024-04-23 2024-12-10
4085.586 DODGE & COX INCOME FUND     2024-12-10
3274.887 DOUBLELINE TTL RTRN BND-R6   2024-04-23 2024-12-10
1841.396 EATON VANCE-ATLANTA SMID-R6   2019-01-25 2024-12-10
996.678 PARAMETRIC DIVIDEND INCOME FUND-I   2019-01-25 2024-12-10
659.746 FPA CRESCENT FUND-SUPR INST   2020-01-22 2024-12-10
649.438 HARTFORD DVDND & GRWTH-F   2022-03-25 2024-12-10
403.454 T ROWE PRICE LARGE/CAP GRW-I   2021-08-17 2024-12-10
86. INVESCO S&P 500 EQUAL WEIGHT ETF   2022-03-09 2024-12-10
445. ISHARES RUSSELL MID CAP ETF   2020-11-13 2024-12-10
126. ISHARES S&P SMALLCAP 600/VAL COMMON   2021-03-10 2024-12-10
1413.765 JOHCM INTERNATIONAL SEL-INST     2024-12-10
1633.622 JANUS HENDERSON SMALL CAP VALUE-N     2024-12-10
1393.443 NEUBERGER BERMAN LONG SHORT-INS   2021-10-04 2024-12-10
742.276 PIMCO COMMODITY REALRTN STRATEGY-INS   2022-07-11 2024-12-10
3056.05 OSTERWEIS STRATEGIC INC FD I   2024-05-22 2024-12-10
930.348 MUZINICH CREDIT OPPTYS-SUPRA INSTL   2024-04-23 2024-12-10
1215.841 T ROWE PRICE INTEGRATED U.S.     2024-12-10
269.206 VANECK EMERGING MARKETS-Z   2021-01-07 2024-12-10
97. VANGUARD DIVIDEND APPREC ETF   2022-03-11 2024-12-10
3495.346 VANGUARD TOTAL BD MKT INDEX-INST     2024-12-10
649. VANGUARD TOTAL BOND MARKET ETF     2024-12-10
586.727 VANGUARD INST INDEX-INST   2022-05-16 2024-12-10
209. VANGUARD RUSSELL 1000 GROWTH ETF   2020-03-02 2024-12-10
873. VANGUARD RUSSELL 1000 VALUE ETF     2024-12-10
3611.177 EATON VANCE-ATLANTA SMID-R6     2024-12-31
1743.235 PARAMETRIC DIVIDEND INCOME FUND-I     2024-12-31
840.158 HARTFORD DVDND & GRWTH-F   2022-03-25 2024-12-31
912. ISHARES RUSSELL MID CAP ETF   2020-11-13 2024-12-31
257. ISHARES S&P SMALLCAP 600/VAL COMMON     2024-12-31
2923.486 JANUS HENDERSON SMALL CAP VALUE-N     2024-12-31
2479.881 T ROWE PRICE INTEGRATED U.S.   2021-03-23 2024-12-31
1023. VANGUARD RUSSELL 1000 VALUE ETF   2021-03-10 2024-12-31
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 160,496   161,905 -1,409
b 191,505   193,186 -1,681
c 20,650   20,221 429
d 26,300   25,294 1,006
e 84,900   87,647 -2,747
140,300   156,643 -16,343
233,100   180,763 52,337
82,600   69,102 13,498
86,500   74,162 12,338
113,100   109,058 4,042
160,299   86,683 73,616
69,453   64,350 5,103
114,822   91,475 23,347
38,753   41,970 -3,217
146,650   157,817 -11,167
114,500   103,722 10,778
80,350   78,140 2,210
32,200   42,447 -10,247
108,150   109,031 -881
180,100   188,727 -8,627
174,150   144,840 29,310
18,250   19,454 -1,204
87,897   54,431 33,466
82,750   90,944 -8,194
115,603   118,316 -2,713
505,395   358,403 146,992
97,946   36,864 61,082
330,964   262,157 68,807
140,053   142,066 -2,013
139,947   141,957 -2,010
27,000   21,336 5,664
36,700   34,224 2,476
51,273   27,392 23,881
23,118   20,242 2,876
29,262   17,165 12,097
31,038   11,625 19,413
110,314   82,542 27,772
6,150   6,205 -55
8,050   7,628 422
34,450   33,633 817
56,600   59,069 -2,469
73,800   54,350 19,450
22,400   17,833 4,567
26,250   22,606 3,644
30,250   28,557 1,693
40,685   23,027 17,658
18,931   16,616 2,315
36,250   27,545 8,705
12,672   12,705 -33
44,700   47,765 -3,065
35,500   31,362 4,138
24,450   23,620 830
9,250   12,978 -3,728
33,200   32,788 412
18,000   18,078 -78
53,600   43,983 9,617
6,000   6,582 -582
23,989   14,116 9,873
33,250   34,385 -1,135
46,980   45,960 1,020
195,147   152,646 42,501
24,196   9,527 14,669
90,672   67,649 23,023
10,900   10,089 811
79,100   79,211 -111
9,250   9,476 -226
36,500   28,277 8,223
49,700   45,113 4,587
68,948   35,916 33,032
31,478   26,586 4,892
39,352   22,473 16,879
42,030   15,251 26,779
150,243   108,408 41,835
122,795   131,783 -8,988
52,704   56,562 -3,858
56,733   57,721 -988
4,850   4,766 84
8,400   7,889 511
15,573   16,281 -708
20,677   20,587 90
52,173   51,946 227
28,950   30,999 -2,049
81,850   57,675 24,175
18,000   13,783 4,217
28,600   23,061 5,539
24,250   21,906 2,344
35,851   17,519 18,332
15,825   12,991 2,834
41,665   28,506 13,159
14,632   13,122 1,510
34,100   36,484 -2,384
39,550   35,546 4,004
26,350   24,338 2,012
9,850   13,112 -3,262
34,350   34,044 306
9,350   9,437 -87
60,816   44,777 16,039
4,100   4,454 -354
19,525   10,954 8,571
33,800   35,749 -1,949
47,616   47,649 -33
292,102   223,071 69,031
22,081   7,430 14,651
74,495   52,636 21,859
151,850   113,107 38,743
27,700   24,107 3,593
27,700   28,339 -639
80,655   58,421 22,234
27,955   26,765 1,190
66,100   63,612 2,488
107,850   91,328 16,522
82,978   61,680 21,298
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
      109,082
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       -1,409
b       -1,681
c       429
d       1,006
e       -2,747
      -16,343
      52,337
      13,498
      12,338
      4,042
      73,616
      5,103
      23,347
      -3,217
      -11,167
      10,778
      2,210
      -10,247
      -881
      -8,627
      29,310
      -1,204
      33,466
      -8,194
      -2,713
      146,992
      61,082
      68,807
      -2,013
      -2,010
      5,664
      2,476
      23,881
      2,876
      12,097
      19,413
      27,772
      -55
      422
      817
      -2,469
      19,450
      4,567
      3,644
      1,693
      17,658
      2,315
      8,705
      -33
      -3,065
      4,138
      830
      -3,728
      412
      -78
      9,617
      -582
      9,873
      -1,135
      1,020
      42,501
      14,669
      23,023
      811
      -111
      -226
      8,223
      4,587
      33,032
      4,892
      16,879
      26,779
      41,835
      -8,988
      -3,858
      -988
      84
      511
      -708
      90
      227
      -2,049
      24,175
      4,217
      5,539
      2,344
      18,332
      2,834
      13,159
      1,510
      -2,384
      4,004
      2,012
      -3,262
      306
      -87
      16,039
      -354
      8,571
      -1,949
      -33
      69,031
      14,651
      21,859
      38,743
      3,593
      -639
      22,234
      1,190
      2,488
      16,522
      21,298
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,250,343
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 19,811
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 19,811
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 19,811
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 15,936
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 15,936
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 3,875
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
Yes
 
If "Yes," attach the statement required by General Instruction T.Click to see attachment
List of Attached Documents:
// Content
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowVA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowTRUIST BANK Telephone no.right arrow (404) 813-2111

Located atright arrowPO BOX 919798ORLANDOFL ZIP+4right arrow32891
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
TRUIST BANK TRUSTEE
1 		52,204    
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
8,432,657
b
Average of monthly cash balances.......................
1b
790,870
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
9,223,527
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
9,223,527
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
138,353
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,085,174
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
454,259
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
454,259
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
19,811
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
19,811
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
434,448
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
434,448
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
434,448
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
6,328,602
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
6,328,602
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 7 434,448
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...... 0
b From 2020...... 0
c From 2021...... 1,291,058
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 1,291,058
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 6,328,602
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..... 434,448
e Remaining amount distributed out of corpus 5,894,154
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 7,185,212
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 ...... 		7,185,212
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 1,291,058
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 5,894,154
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 e-mail address of the person to whom applications should be addressed:
LYNETTE BELL PRESIDENT
214 N TRYON STREET FL 34
CHARLOTTE,NC28202
(404) 813-2023
N/A
bThe form in which applications should be submitted and information and materials they should include:
FORM, INFORMATION AND MATERIALS: WRITTEN APPLICATIONS WITH UPPORTING INFORMATION REGARDING THE PURPOSE OF THE ORGANIZATION AND EXPECTED BENEFITS OF PROGRAM
cAny submission deadlines:
APPLICATIONS SHOULD BE MADE IN OR BEFORE OCTOBER FOR CONSIDERATION IN THE FOLLOWING YEAR.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
CONTRIBUTIONS/GRANTS ARE PRIMARILY TO COMMUNITY ORGANIZATIONS. GRANTS ARE NOT MADE TO POLITICAL OR RELIGIOUS ORGANZATIONS.
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

ATLANTA BRAVES FOUNDATION - HLAF

755 BATTERY AVE SE
ATLANTA,GA30339 		NONE PC GENERAL OPERATING 1,000,000

BOYS & GIRLS CLUBS OF AMERICA - ATLANTA

1275 PEACHTREE ST NE
ATLANTA,GA303093580 		NONE PC GENERAL OPERATING 1,000,000

CRISTO REY RESEARCH TRIANGLE HIGH SCHOOL

334 BLACKWELL ST STE G100
DURHAM,NC27701 		NONE PC GENERAL OPERATING 200,000

GRADY HEALTH FOUNDATION

191 PEACHTREE ST
ATLANTA,GA30303 		NONE PC GENERAL OPERATING 1,000,000

PRESBYTERIAN MEDICAL CENTER FDN

108 PROVIDENCE RD STE 2A
CHARLOTTE,NC28207 		NONE PC GENERAL OPERATING 500,000

SENTARA HOSPITALS

6015 POPALR HALL DR STE 212
NORFOLK,VA235023819 		NONE PC GENERAL OPERATING 500,000

THE MOREHOUSE SCHOOL OF MEDICINE INC

720 WESTVIEW DR SW
ATLANTA,GA303101458 		NONE PC GENERAL OPERATING 1,000,000

THE BARACK OBAMA FOUNDATION

350 EAST DEVON AVENUE
ITASCA,IL60615 		NONE PC GENERAL OPERATING 1,100,000
Total .................................right arrow 3a 6,300,000
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 ....     14 201,969  
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 1,250,343  
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) ..   1,452,312  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,452,312
(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:
SUNTRUST BANK CHARITABLE-IRR TR
EIN:
54-6054608
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:
SUNTRUST BANK CHARITABLE-IRR TR
EIN:
54-6054608
Name of Bond End of Year Book Value End of Year Fair Market Value
258620566 DOUBLELINE TOTAL RET 160,360 146,881
921937504 VANGUARD TOTAL BOND 184,913 171,399
921937835 VANGUARD TOTAL BOND 246,761 241,690

TY 2024 InvestmentsOtherSchedule2
Name:
SUNTRUST BANK CHARITABLE-IRR TR
EIN:
54-6054608
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
87283A102 T. ROWE PRICE QM US AT COST 231,000 272,789
92206C714 VANGUARD RUSSELL 100 AT COST 272,829 367,656
92206C680 VANGUARD RUSSELL 100 AT COST 38,322 111,357
27826A813 PARAMETRIC DIVIDEND AT COST 70,901 81,469
921075438 VANECK EMERGING MARK      
00143W859 INVESCO DEVELOPING M AT COST 24,031 23,515
277902235 EATON VANCE ATLANTA AT COST 286,323 384,399
45775L408 T ROWE PRICE LARGE-C AT COST 90,663 171,772
464287499 ISHARES RUSSELL MIDC AT COST 147,719 203,850
921908844 VANGUARD DIVIDEND AP AT COST 56,351 97,719
922040100 VANGUARD INSTL INDEX AT COST 1,152,783 1,452,064
09250J734 BLACKROCK EVENT DRIV AT COST 40,653 42,269
30254T676 FPA CRESCENT FD AT COST 119,294 137,366
464287879 ISHARES S&P SMALLCAP AT COST 67,693 70,597
46653M849 JOHCM INTERNATIONAL AT COST 187,376 165,767
64128R608 NEUBERGER BERMAN LON AT COST 125,970 135,231
74316J532 MUZINICH CREDIT OPPO AT COST 48,748 46,664
256210105 DODGE & COX INCOME F AT COST 375,584 365,707
41664T669 HARTFORD DIVIDEND & AT COST 113,195 110,645
46137V357 INVESCO S&P 500 EQUA AT COST 66,767 77,452
464287457 ISHARES BARCLAYS 1-3      
47103D728 JANUS HENDERSON SMAL AT COST 160,925 167,219
722005667 PIMCO COMMODITY REAL AT COST 68,934 51,316
19247U106 COHEN & STEERS INSTI AT COST 82,961 75,420
742935489 OSTERWEIS STRATEGIC AT COST 176,137 177,244
92107P889 VANECK EMERGING MARK AT COST 22,670 19,417

TY 2024 LiquidationExplanationStmt
Name:
SUNTRUST BANK CHARITABLE-IRR TR
EIN:
54-6054608
Statement:
TRUIST BANK, AS TRUSTEE, USES THIS TRUST FOR LARGE COMMUNITY NEEDS THAT DO NOT FIT THE PILLARS OF THEIR OTHER CORPORATE FOUNDATION. THE FIDUCIARY COMMITTEE APPROVED SEVERAL LARGE GRANTS FOR THE 2024 TAX YEAR, WHICH ULTIMATELY RESULTED IN A SUBSTANTIAL CONTRACTION OF ASSETS FOR THE 2024 TAX YEAR. THE CASH GRANTS WERE AS FOLLOWS: $1,000,000 TO THE ATLANTA BRAVES FOUNDATION AT 755 BATTERY AVENUE SE, ATLANTA, GA 30339, $1,000,000 TO THE BOYS AND GIRLS CLUBS OF AMERICA AT 1275 PEACHTREE STREET NE, ATLANTA, GA 30309, $200,000 TO THE CRISTO REY RESEARCH TRIANGLE HIGH SCHOOL AT 334 BLACKWELL ST, DURHAM, NC 27701, $1,000,000 TO THE GRADY HEALTH FOUNDATION INC AT 191 PEACHTREE ST NE, ATLANTA, GA 30303, $500,000 TO THE PRESBYTERIAN MEDICAL CENTER FOUNDATION AT 108 PROVIDENCE ROAD, CHARLOTTE, NC 28207, $500,000 TO SENTARA HOSPITALS AT 6015 POPLAR HALL DR, NORFOLK, VA 23502, $1,100,000 TO THE BARACK OBAMA FOUNDATION AT 350 EAST DEVON AVENUE, ITASCA, IL 60143, AND $1,000,000 TO THE MOREHOUSE SCHOOL OF MEDICINE INC AT 720 WESTVIEW DR SW, ATLANTA, GA 30310.


TY 2024 OtherDecreasesSchedule
Name:
SUNTRUST BANK CHARITABLE-IRR TR
EIN:
54-6054608
Description Amount
2024 SALES POSTED IN 2025 105,429
2024 TRANSACTION POSTED IN 2025 3,086
COST BASIS ADJUSTMENT 58


TY 2024 OtherIncreasesSchedule
Name:
SUNTRUST BANK CHARITABLE-IRR TR
EIN:
54-6054608
Description Amount
2023 TRANSACTION POSTED IN 2024 18,222
ROUNDING 8


TY 2024 TaxesSchedule
Name:
SUNTRUST BANK CHARITABLE-IRR TR
EIN:
54-6054608
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 504 0   0
FEDERAL ESTIMATES - PRINCIPAL 15,936 0   0
FOREIGN TAXES ON QUALIFIED FOR 549 549   0
FOREIGN TAXES ON NONQUALIFIED 46 46   0