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
BATEMAN JIM S #4 TA
 
Number and street (or P.O. box number if mail is not delivered to street address)4900 TIEDEMAN ROAD OH-01-49-0381
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BROOKLYN, OH44144
A Employer identification number

81-2609777
B Telephone number (see instructions)

(801) 297-5785
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$2,267,057J 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... 65,082 64,550  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 110,024
b Gross sales price for all assets on line 6a 565,930
7 Capital gain net income (from Part IV, line 2)... 110,024
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........ 175,106 174,574  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 28,798 21,599   7,200
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
1,050 0 0 1,050
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
2,047 867   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.......... 31,895 22,466 0 8,250
25 Contributions, gifts, grants paid....... 101,681 101,681
26 Total expenses and disbursements. Add lines 24 and 25 133,576 22,466 0 109,931
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 41,530
b Net investment income (if negative, enter -0-) 152,108
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.............      
2 Savings and temporary cash investments......... 85,864 92,281 92,281
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).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,821,948 Click to see attachment
List of Attached Documents:
// Content
1,855,685 		2,174,776
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) 1,907,812 1,947,966 2,267,057
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........ 1,907,812 1,947,966
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)..... 1,907,812 1,947,966
30 Total liabilities and net assets/fund balances (see instructions). 1,907,812 1,947,966
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
1,907,812
2
Enter amount from Part I, line 27a .....................
2
41,530
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,949,342
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,376
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,947,966
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 86.38 GQG PART EMERG MKTS EQ-INST   2023-12-01 2024-01-08
b 141.53 GQG PART EMERG MKTS EQ-INST   2023-12-01 2024-11-01
c 3. ALLSTATE CORP COM   2022-05-12 2024-01-08
d 7. ALLSTATE CORP COM   2022-05-12 2024-11-04
e 5. ALPHABET INC   2017-12-18 2024-01-08
42. ALPHABET INC   2024-07-12 2024-11-01
3. AMAZON COM INC   2019-03-22 2024-01-08
23. AMAZON COM INC   2019-03-22 2024-11-01
3. AMERICAN EXPRESS CO INC COM   2023-03-20 2024-01-08
9. AMERICAN EXPRESS CO INC COM   2023-03-20 2024-11-01
3. AMERICAN WATER WORKS CO INC   2023-03-20 2024-01-08
55. AMERICAN WATER WORKS CO INC   2023-03-20 2024-12-13
9. AMPHENOL CORP   2022-05-12 2024-01-08
181. AMPHENOL CORP     2024-07-12
57. AMPHENOL CORP   2018-11-20 2024-08-28
11. AMPHENOL CORP   2018-11-20 2024-11-04
5. APPLE INC   2022-11-07 2024-01-08
112. APPLE INC     2024-03-25
33. APPLE INC     2024-07-12
16. APPLE INC   2016-03-03 2024-11-01
15. ARCHER DANIELS MIDLAND CO COM   2024-03-25 2024-11-04
128. ARCHER DANIELS MIDLAND CO COM   2024-03-25 2024-12-13
16. BANK OF AMERICA CORP   2019-03-13 2024-01-08
70. BANK OF AMERICA CORP     2024-11-01
7. BIOMARIN PHARMACEUTICAL INC   2021-12-27 2024-01-08
88. BIOMARIN PHARMACEUTICAL INC     2024-03-25
63. BIOMARIN PHARMACEUTICAL INC     2024-07-12
9. BROADCOM INC   2020-11-16 2024-07-12
42. BROADCOM INC   2020-11-16 2024-08-28
15. BROADCOM INC   2020-11-16 2024-11-01
16. CAMECO CORP   2017-12-18 2024-01-08
116. CAMECO CORP     2024-11-01
36. CAMECO CORP     2024-12-13
92.65 COLUMBIA MORTGAGE OPPORTUNITIES $0.529   2021-06-30 2024-10-02
1. COSTCO WHOLESALE CORP   2018-07-02 2024-01-08
7. COSTCO WHOLESALE CORP     2024-03-25
1. COSTCO WHOLESALE CORP   2017-06-28 2024-11-04
8. CUBESMART REIT   2023-05-01 2024-01-08
18. CUBESMART REIT   2023-05-01 2024-11-04
216.71 PARAMETRIC VOL RSK PREMIUM-DEFENSIVE FD$   2018-04-17 2024-11-01
6. FISERV INC COM   2023-08-18 2024-01-08
17. FISERV INC COM   2023-08-18 2024-11-01
21. FREEPORT-MCMORAN INC   2020-08-13 2024-01-08
57. FREEPORT-MCMORAN INC   2020-08-13 2024-11-01
12. GE HEALTHCARE TECHNOLOGIES INC   2023-05-01 2024-01-08
35. GE HEALTHCARE TECHNOLOGIES INC     2024-11-01
377.01 GOLDMAN SACHS INTL EQUITY INSIGHTS FUND   2017-06-08 2024-11-01
60.84 GUGGENHEIM TOTAL RETURN BOND FUND $1.062   2022-11-07 2024-10-02
38. HEALTHPEAK PROPERTIES INC   2024-08-28 2024-11-04
3. HESS CORP   2022-05-12 2024-01-08
42. HESS CORP   2022-05-12 2024-08-28
11. HESS CORP   2022-05-12 2024-11-04
2. HONEYWELL INTERNATIONAL INC   2022-05-12 2024-01-08
6. HONEYWELL INTERNATIONAL INC   2024-07-12 2024-11-04
20. ILLUMINA INC   2024-08-28 2024-11-01
25. INVESCO S&P 500 EQUAL WEIGHT $1.61700   2020-06-23 2024-01-08
56. INVESCO S&P 500 EQUAL WEIGHT $1.61700   2020-06-23 2024-11-01
12. INVITATION HOMES INC   2021-12-15 2024-01-08
227. INVITATION HOMES INC     2024-11-04
674. ISHARES S&P US PREFERRED STOCK CLOSED-END FUND     2024-10-02
12. ISHARES CORE MSCI EAFE ETF $1.88200   2023-12-01 2024-01-08
4. JOHNSON & JOHNSON   2022-05-12 2024-01-08
74. JOHNSON & JOHNSON   2022-05-12 2024-08-28
23. KENVUE INC   2023-08-28 2024-01-08
139. KENVUE INC   2023-08-28 2024-11-01
1. ELI LILLY & CO   2024-03-25 2024-11-04
1. LULULEMON ATHLETICA INC   2023-05-01 2024-01-08
1306.04 METROPOLITAN WEST T/R BOND FD $0.263   2022-11-07 2024-11-01
2. MICROSOFT CORP   2019-03-13 2024-01-08
21. MICROSOFT CORP   2024-03-25 2024-11-01
9. MOLSON COORS BREWING CO   2022-11-07 2024-01-08
183. MOLSON COORS BREWING CO     2024-03-25
51. NEWMONT MINING CORP CAP COM     2024-11-01
2. NVIDIA CORP   2019-12-06 2024-01-08
52. NVIDIA CORP   2023-03-20 2024-11-01
21. PG&E CORP   2023-05-01 2024-01-08
396. PG&E CORP   2023-05-01 2024-08-28
2. PARKER HANNIFIN CORP COM     2024-01-08
5. PARKER HANNIFIN CORP COM   2020-01-08 2024-11-01
10. PARKER HANNIFIN CORP COM   2019-12-06 2024-11-04
3. PEPSICO INC CAP   2022-11-07 2024-01-08
6. PEPSICO INC CAP   2022-11-07 2024-11-04
693.78 PIMCO INCOME FUND $0.666     2024-10-02
304.73 PRINCIPAL MIDCAP FUND   2016-03-03 2024-11-01
222.5 RBC EMERGING MARKETS EQ-I   2023-12-01 2024-11-01
1. S&P GLOBAL INC   2022-05-12 2024-01-08
9. S&P GLOBAL INC   2022-05-12 2024-03-25
2. S&P GLOBAL INC   2023-08-18 2024-11-04
5. T-MOBILE US INC   2022-11-07 2024-01-08
14. T-MOBILE US INC   2022-11-07 2024-11-01
26. T-MOBILE US INC   2022-11-07 2024-11-04
10. TRADE DESK INC   2024-07-12 2024-11-04
3. TRACTOR SUPPLY CO COM   2022-05-12 2024-01-08
48. TRACTOR SUPPLY CO COM   2022-05-12 2024-08-28
7. ULTA BEAUTY INC   2024-08-28 2024-11-01
45.23 UNDISCOVERED MGRS BEHAVR VALUE FUND   2016-08-03 2024-11-01
1. UNITEDHEALTH GROUP INC   2021-06-30 2024-01-08
2. UNITEDHEALTH GROUP INC   2021-06-30 2024-11-04
3. VULCAN MATERIALS CO COM   2022-11-07 2024-01-08
60. VULCAN MATERIALS CO COM   2022-11-07 2024-11-04
9. WELLS FARGO & COMPANY   2021-12-15 2024-01-08
129. WELLS FARGO & COMPANY   2021-12-15 2024-07-12
46. WELLS FARGO & COMPANY   2021-12-15 2024-11-01
1. WEST PHARMACEUTICAL SERVICES INC   2021-12-27 2024-01-08
15. WEST PHARMACEUTICAL SERVICES INC     2024-03-25
80.37 WESTERN ASSET CORE PLUS BOND $0.372   2024-10-02 2024-11-01
11605.11 WESTERN ASSET CORE PLUS BOND $0.372     2024-11-01
12. WHEATON PRECIOUS METALS CORP   2020-08-13 2024-01-08
244. WHEATON PRECIOUS METALS CORP     2024-07-12
5. XYLEM INC   2023-03-20 2024-01-08
8. XYLEM INC   2023-03-20 2024-11-04
2. ZSCALER INC   2023-11-21 2024-01-08
13. ZSCALER INC   2024-07-12 2024-11-01
5. SEAGATE TECHNOLOGY HOLDNGS PLC   2023-11-21 2024-01-08
101. SEAGATE TECHNOLOGY HOLDNGS PLC   2023-11-21 2024-11-04
3. STERIS PLC   2023-03-20 2024-01-08
59. STERIS PLC   2023-03-20 2024-03-25
116. TRANSOCEAN LTD FGN COM   2023-08-18 2024-01-08
655. TRANSOCEAN LTD FGN COM     2024-11-01
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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 1,383   1,327 56
b 2,478   2,174 304
c 447   378 69
d 1,284   882 402
e 691   271 420
7,194   7,788 -594
443   266 177
4,553   2,040 2,513
562   476 86
2,455   1,427 1,028
394   426 -32
7,134   7,813 -679
864   611 253
12,747   5,473 7,274
3,799   1,206 2,593
751   233 518
920   688 232
19,076   7,607 11,469
7,622   936 6,686
3,558   405 3,153
829   934 -105
6,641   7,974 -1,333
540   472 68
2,933   1,983 950
679   636 43
7,540   7,436 104
5,331   4,886 445
15,367   3,394 11,973
6,707   1,584 5,123
2,545   566 1,979
680   167 513
6,143   1,209 4,934
2,002   371 1,631
781   1,004 -223
657   207 450
5,094   1,168 3,926
883   160 723
370   358 12
862   804 58
3,348   2,349 999
805   722 83
3,426   2,044 1,382
880   290 590
2,592   787 1,805
929   977 -48
3,048   2,697 351
5,746   4,709 1,037
1,480   1,361 119
838   840 -2
429   321 108
5,724   4,489 1,235
1,534   1,176 358
403   381 22
1,249   1,291 -42
2,946   2,620 326
3,911   2,585 1,326
9,884   5,791 4,093
408   510 -102
7,170   9,528 -2,358
22,367   22,669 -302
836   818 18
641   707 -66
12,168   13,086 -918
493   522 -29
3,167   3,153 14
812   774 38
490   384 106
11,728   11,402 326
744   230 514
8,665   8,912 -247
555   458 97
12,349   9,297 3,052
2,306   2,608 -302
1,030   106 924
7,055   1,349 5,706
377   363 14
7,493   6,838 655
909   415 494
3,169   1,036 2,133
6,382   2,026 4,356
507   538 -31
993   1,075 -82
7,486   7,539 -53
13,893   6,143 7,750
3,084   2,712 372
429   327 102
3,760   2,942 818
969   765 204
817   750 67
3,132   2,099 1,033
5,821   3,898 1,923
1,198   994 204
666   582 84
13,194   9,317 3,877
2,614   2,614  
3,939   2,685 1,254
534   400 134
1,117   799 318
667   517 150
16,196   10,342 5,854
444   437 7
7,225   6,265 960
2,983   2,234 749
351   466 -115
5,835   6,669 -834
736   768 -32
106,303   131,929 -25,626
573   611 -38
14,503   10,588 3,915
560   487 73
971   778 193
438   382 56
2,371   2,618 -247
404   380 24
10,157   7,667 2,490
657   540 117
13,185   10,582 2,603
681   946 -265
2,820   4,160 -1,340
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
      8,292
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       56
b       304
c       69
d       402
e       420
      -594
      177
      2,513
      86
      1,028
      -32
      -679
      253
      7,274
      2,593
      518
      232
      11,469
      6,686
      3,153
      -105
      -1,333
      68
      950
      43
      104
      445
      11,973
      5,123
      1,979
      513
      4,934
      1,631
      -223
      450
      3,926
      723
      12
      58
      999
      83
      1,382
      590
      1,805
      -48
      351
      1,037
      119
      -2
      108
      1,235
      358
      22
      -42
      326
      1,326
      4,093
      -102
      -2,358
      -302
      18
      -66
      -918
      -29
      14
      38
      106
      326
      514
      -247
      97
      3,052
      -302
      924
      5,706
      14
      655
      494
      2,133
      4,356
      -31
      -82
      -53
      7,750
      372
      102
      818
      204
      67
      1,033
      1,923
      204
      84
      3,877
       
      1,254
      134
      318
      150
      5,854
      7
      960
      749
      -115
      -834
      -32
      -25,626
      -38
      3,915
      73
      193
      56
      -247
      24
      2,490
      117
      2,603
      -265
      -1,340
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 110,024
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 2,114
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 2,114
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 2,114
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,575
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 1,575
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 9 539
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 arrowUT
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 arrow  
14
The books are in care ofright arrowKEYBANK NATIONAL ASSOCIATION Telephone no.right arrow (216) 813-4548

Located atright arrow4900 TIEDEMAN RD OH-01-49-0381BROOKLYNOH ZIP+4right arrow44144
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
KEYBANK N A TRUSTEE
1 		28,798    
127 PUBLIC SQUARE
CLEVELAND,OH44144
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
2,198,813
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,198,813
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
2,198,813
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
32,982
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,165,831
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
108,292
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
108,292
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,114
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,114
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
106,178
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
106,178
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
106,178
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
109,931
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
109,931
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 7 106,178
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...... 0
d From 2022...... 2,145
e From 2023...... 0
f Total of lines 3a through e ........ 2,145
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 109,931
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..... 106,178
e Remaining amount distributed out of corpus 3,753
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 5,898
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 ...... 		5,898
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 2,145
d Excess from 2023.... 0
e Excess from 2024.... 3,753
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or 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

WEBER STATE UNIVERSITY

1265 VILLAGE DR DEPT 4018
OGDEN,UT844084018 		NONE PC GENERAL OPERATING 101,681
Total .................................right arrow 3a 101,681
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 65,082  
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 ............ 		    18 110,024  
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) ..   175,106  
13Total. Add line 12, columns (b), (d), and (e)..................
13
175,106
(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:
BATEMAN JIM S #4 TA
EIN:
81-2609777
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,050     1,050

TY 2024 InvestmentsOtherSchedule2
Name:
BATEMAN JIM S #4 TA
EIN:
81-2609777
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
023135106 AMAZON COM INC AT COST 13,123 33,347
03027X100 AMERICAN TOWER CORP      
03076C106 AMERIPRISE FINANCIAL      
032095101 AMPHENOL CORP AT COST 2,095 6,876
060505104 BANK OF AMERICA CORP AT COST 14,950 20,085
11135F101 BROADCOM INC AT COST 3,507 21,561
22160K105 COSTCO WHOLESALE COR AT COST 936 5,498
231021106 CUMMINS INC      
235851102 DANAHER CORP DEL      
254687106 WALT DISNEY CO      
437076102 HOME DEPOT INC      
464288687 ISHARES S&P US PREFE      
57060D108 MARKETAXESS HOLDINGS      
67066G104 NVIDIA CORP AT COST 7,449 48,613
701094104 PARKER HANNIFIN CORP AT COST 4,457 13,993
742718109 PROCTER & GAMBLE CO      
904504842 UNDISCOVERED MGRS BE AT COST 66,594 84,576
921943858 VANGUARD FTSE DEV MK      
594918104 MICROSOFT CORP AT COST 24,727 58,167
91324P102 UNITEDHEALTH GROUP I AT COST 5,194 6,576
09061G101 BIOMARIN PHARMACEUTI      
46653M849 JOHCM INTERNATIONAL AT COST 48,936 49,575
024525719 AMERICAN BEACON FRON AT COST 16,797 14,402
98978V103 ZOETIS INC      
169656105 CHIPOTLE MEXICAN GRI      
641224415 NEUBERGER BERMAN EME      
776696106 ROPER TECHNOLOGIES I      
42809H107 HESS CORP AT COST 8,207 13,168
98419M100 XYLEM INC AT COST 7,042 8,469
75513E101 RAYTHEON TECHNOLOGIE      
92837F755 VIRTUS SEIX FLTG RAT AT COST 32,607 30,260
883556102 THERMO FISHER SCIENT      
46137V357 INVESCO S&P 500 EQUA AT COST 68,003 111,972
27826A144 PARAMETRIC VOL RSK P AT COST 80,552 111,590
955306105 WEST PHARMACEUTICAL      
19764F755 COLUMBIA MORTGAGE OP      
592905509 METROPOLITAN WEST T/ AT COST 145,580 120,911
46187W107 INVITATION HOMES INC      
464287432 ISHARES BARCLAYS 20+      
949746101 WELLS FARGO CO AT COST 13,341 20,932
72201U638 PIMCO MORTAGE OPP & AT COST 174,005 152,760
38142V845 GOLDMAN SACHS INTL E AT COST 88,850 96,964
25746U109 DOMINION ENERGY INC      
13321L108 CAMECO CORP AT COST 8,293 36,898
72201F490 PIMCO INCOME FUND $0 AT COST 41,915 38,001
35671D857 FREEPORT-MCMORAN INC AT COST 4,782 13,633
02079K305 ALPHABET INC AT COST 19,061 51,679
23331A109 D R HORTON INC      
957663503 WESTERN ASSET CORE P      
40168W525 GUGGENHEIM TOTAL RET AT COST 173,590 151,667
65339F101 NEXTERA ENERGY INC      
500754106 KRAFT HEINZ CO      
74256W584 PRINCIPAL MIDCAP FUN AT COST 47,315 85,943
46625H100 JP MORGAN CHASE & CO      
29788T103 E2OPEN PARENT HOLDIN      
037833100 APPLE INC AT COST 3,493 26,795
962879102 WHEATON PRECIOUS MET      
256677105 DOLLAR GENERAL CORP      
957663669 WESTERN ASSET CORE P      
438516106 HONEYWELL INTERNATIO AT COST 11,272 12,876
60871R209 MOLSON COORS BREWING      
44107P104 HOST HOTELS & RESORT      
713448108 PEPSICO INC AT COST 9,140 7,755
478160104 JOHNSON & JOHNSON      
922031786 VANGUARD LONG-TERM T AT COST 39,978 29,175
78409V104 S&P GLOBAL INC AT COST 7,852 11,455
929160109 VULCAN MATERIALS CO      
020002101 ALLSTATE CORP AT COST 7,434 11,375
922042858 VANGUARD FTSE EMERGI      
872590104 T-MOBILE US INC AT COST 9,445 13,906
892356106 TRACTOR SUPPLY CO      
166764100 CHEVRON CORP      
00771X419 GQG PART EMERG MKTS AT COST 46,585 50,164
025816109 AMERICAN EXPRESS CO AT COST 9,197 17,214
030420103 AMERICAN WATER WORKS      
229663109 CUBESMART AT COST 6,939 6,642
337738108 FISERV INC AT COST 13,676 22,802
36266G107 GE HEALTHCARE TECHNO AT COST 16,894 17,512
46432F842 ISHARES CORE MSCI EA AT COST 63,546 65,501
49177J102 KENVUE INC AT COST 21,880 22,353
550021109 LULULEMON ATHLETICA AT COST 17,184 17,591
69331C108 PG&E CORP      
74926P316 RBC EMERGING MARKETS AT COST 38,267 41,155
98980G102 ZSCALER INC AT COST 15,474 14,433
G7997R103 SEAGATE TECHNOLOGY H      
G8473T100 STERIS PLC      
H8817H100 TRANSOCEAN LTD AT COST 30,376 17,595
16115Q308 CHART INDUSTRIES INC AT COST 14,971 20,611
19766J383 COLUMBIA MORTGAGE OP AT COST 46,802 37,957
268150109 DYNATRACE INC AT COST 14,278 14,185
37637K108 GITLAB INC AT COST 14,885 14,595
42250P103 HEALTHPEAK PROPERTIE AT COST 7,378 6,750
452327109 ILLUMINA INC AT COST 17,147 17,372
4812C0381 JPMORGAN CORE BOND F AT COST 153,405 152,199
516544103 LANTHEUS HOLDINGS IN AT COST 15,358 14,761
52472T718 BRANDYWINEGLOBAL HIG AT COST 30,558 30,481
532457108 LILLY ELI & CO AT COST 9,289 9,264
651639106 NEWMONT MINING CORP AT COST 15,136 11,836
88339J105 TRADE DESK INC AT COST 8,745 10,343
90384S303 ULTA BEAUTY INC AT COST 17,193 20,007

TY 2024 OtherDecreasesSchedule
Name:
BATEMAN JIM S #4 TA
EIN:
81-2609777
Description Amount
PY RETURN OF CAPITAL ADJUSTMENT 933
ROC ADJUSTMENT ON CY SALES 443


TY 2024 TaxesSchedule
Name:
BATEMAN JIM S #4 TA
EIN:
81-2609777
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 678 678   0
FEDERAL ESTIMATES - PRINCIPAL 1,180 0   0
FOREIGN TAXES ON NONQUALIFIED 189 189   0