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
KUHNE CHARLES CHAR FDN T-W MAIN
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 505 MAC H0006-092
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAINT LOUIS, MO63166
A Employer identification number

35-6011137
B Telephone number (see instructions)

(888) 730-4933
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$7,304,728J 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... 175,457 174,664  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 163,870
b Gross sales price for all assets on line 6a 1,614,017
7 Capital gain net income (from Part IV, line 2)... 163,870
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........ 339,327 338,534  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 80,527 60,395   20,132
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
1,102 0 0 1,102
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
8,452 1,214   7,238
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,369 4,113   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
51 51    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 98,501 65,773 0 28,472
25 Contributions, gifts, grants paid....... 310,000 310,000
26 Total expenses and disbursements. Add lines 24 and 25 408,501 65,773 0 338,472
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -69,174
b Net investment income (if negative, enter -0-) 272,761
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............. 1,550 1,148 1,148
2 Savings and temporary cash investments......... 190,390 232,958 232,958
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,084,670 Click to see attachment
List of Attached Documents:
// Content
1,293,080 		2,930,149
c Investments—corporate bonds (attach schedule)....... 2,079,597 Click to see attachment
List of Attached Documents:
// Content
2,588,956 		2,528,172
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).......... 2,254,085 Click to see attachment
List of Attached Documents:
// Content
1,424,420 		1,612,301
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) 5,610,292 5,540,562 7,304,728
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........ 5,610,292 5,540,562
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)..... 5,610,292 5,540,562
30 Total liabilities and net assets/fund balances (see instructions). 5,610,292 5,540,562
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
5,610,292
2
Enter amount from Part I, line 27a .....................
2
-69,174
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,718
4
Add lines 1, 2, and 3 ..........................
4
5,542,836
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,274
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,540,562
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 80000. US TREASURY NOTE 2.500% 5/15/24     2024-05-15
b 2415.872 T ROWE PR OVERSEAS STOCK-I #521   2023-08-11 2024-06-11
c 11356.125 T ROWE PR OVERSEAS STOCK-I #521   2021-07-30 2024-06-11
d 40000. JPMORGAN CHASE & CO 2.950% 10/01/26     2024-06-20
e 60000. US TREASURY NOTE 2.625% 3/31/25     2024-06-20
30000. US TREASURY NOTE 2.250% 11/15/25     2024-06-20
17. BOOKING HOLDINGS INC     2024-06-26
205. DIAGEO PLC - ADR     2024-06-26
213. ELECTRONIC ARTS INC     2024-06-26
715. INTERPUBLIC GROUP COS INC   2020-10-26 2024-06-26
20000. BANK OF MONTREAL 2.500% 6/28/24     2024-06-28
10000. US TREASURY NOTE 2.625% 3/31/25     2024-07-01
2. ABBVIE INC   2021-10-12 2024-08-28
9. ALPHABET INC CL C   2020-04-08 2024-08-28
9. APPLE INC   2008-10-07 2024-08-28
1. BLACKROCK INC   2019-08-09 2024-08-28
19. BLACKSTONE INC     2024-08-28
139. BROADCOM INC   2019-07-03 2024-08-28
53. CELANESE CORP   2023-06-15 2024-08-28
19. CITIGROUP INC.   2016-09-30 2024-08-28
3. COGNIZANT TECH SOLUTIONS CRP COM   2016-08-24 2024-08-28
13. JPMORGAN CHASE & CO   2020-10-26 2024-08-28
14. LAM RESEARCH CORP COM     2024-08-28
32. ELI LILLY & CO COM     2024-08-28
73. MANULIFE FINANCIAL CORP   2020-10-26 2024-08-28
10. MERCK & CO INC NEW     2024-08-28
14. MICROSOFT CORP   2014-08-06 2024-08-28
14. MONDELEZ INTERNATIONAL INC   2018-07-27 2024-08-28
235. NIKE INC CL B   2017-10-23 2024-08-28
172. RTX CORP     2024-08-28
23. TARGET CORP   2020-04-08 2024-08-28
4. TARGET CORP   2021-07-29 2024-08-28
2. THERMO FISHER SCIENTIFIC INC   2023-06-15 2024-08-28
19. TORONTO DOMINION BK ONT COM NEW     2024-08-28
5. VISA INC-CLASS A SHRS   2021-12-17 2024-08-28
115. EATON CORP PLC     2024-08-28
92. GARMIN LTD   2020-05-28 2024-08-28
6. TE CONNECTIVITY LTD   2021-11-19 2024-08-28
11409.928 FIDELITY NEW MRKTS INC-Z #3323     2024-09-09
43146.653 PGIM HIGH YIELD-Q 1067     2024-09-09
43162.825 TCW EMRG MRKTS INC-PLAN #5721     2024-09-09
51. ALPHABET INC CL C     2024-09-23
92. BROADCOM INC     2024-09-23
14. META PLATFORMS INC   2024-08-28 2024-09-23
687. TORONTO DOMINION BK ONT COM NEW     2024-09-23
41. GARMIN LTD   2020-05-28 2024-09-23
57. BLACKSTONE INC   2023-03-17 2024-10-17
41. BROADCOM INC   2019-08-09 2024-10-17
464. MANULIFE FINANCIAL CORP     2024-10-17
227. REGIONS FINL CORP NEW   2024-08-28 2024-10-17
66. REGIONS FINL CORP NEW     2024-10-17
40000. GOLDMAN SACHS GROUP 3.750% 5/22/25     2024-10-30
30000. CHEVRON CORP 1.554% 5/11/25     2024-11-18
3. ABBVIE INC   2021-10-12 2024-12-02
2. ADVANCED MICRO DEVICES INC   2024-08-28 2024-12-02
2. ADVANCED MICRO DEVICES INC   2024-08-28 2024-12-02
2. ALPHABET INC CL C   2019-05-14 2024-12-02
1. AMAZON COM INC COM   2024-06-26 2024-12-02
2. ANALOG DEVICES INC   2024-08-28 2024-12-02
1. BLACKSTONE INC   2023-03-17 2024-12-02
1. BOEING CO   2020-12-10 2024-12-02
2. BROADCOM INC   2019-08-09 2024-12-02
3. CELANESE CORP   2023-06-15 2024-12-02
12. CISCO SYSTEMS INC   2024-08-28 2024-12-02
2. CITIGROUP INC.   2024-09-23 2024-12-02
1. META PLATFORMS INC   2024-08-28 2024-12-02
2. HILTON WORLDWIDE HOLDINGS IN   2024-08-28 2024-12-02
1. LAM RESH CORP   2019-08-09 2024-12-02
3. MANULIFE FINANCIAL CORP   2016-03-01 2024-12-02
4. MICROSOFT CORP   2014-08-06 2024-12-02
1. MONDELEZ INTERNATIONAL INC   2018-07-27 2024-12-02
10. STARBUCKS CORP COM   2023-06-15 2024-12-02
2.99847 SUNCOR ENERGY INC NEW F   2024-08-28 2024-12-02
9.00153 SUNCOR ENERGY INC NEW F   2024-08-28 2024-12-02
1. TARGET CORP   2021-08-24 2024-12-02
13. TOTAL S.A. - ADR   2024-08-28 2024-12-02
1. UNILEVER PLC - ADR   2024-08-28 2024-12-02
1. UNION PACIFIC CORP   2024-08-28 2024-12-02
1. VISA INC-CLASS A SHRS   2021-12-17 2024-12-02
1. EATON CORP PLC   2020-11-03 2024-12-02
1. BOEING CO   2020-12-10 2024-12-26
12. BROADCOM INC   2019-08-09 2024-12-26
2. CELANESE CORP   2023-06-15 2024-12-26
1. LAM RESH CORP   2019-08-09 2024-12-26
1. RTX CORP   2024-12-02 2024-12-26
6. STARBUCKS CORP COM   2023-06-15 2024-12-26
2. TARGET CORP   2024-09-23 2024-12-26
3. TARGET CORP   2021-08-24 2024-12-26
4. TOTAL S.A. - ADR   2024-08-28 2024-12-26
1. UNILEVER PLC - ADR   2024-08-28 2024-12-26
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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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 80,000   79,392 608
b 31,575   29,259 2,316
c 148,425   149,352 -927
d 38,106   40,242 -2,136
e 58,845   59,888 -1,043
28,922   30,569 -1,647
67,711   28,534 39,177
26,404   16,865 9,539
29,953   17,171 12,782
20,817   13,553 7,264
20,000   20,175 -175
9,813   9,819 -6
389   217 172
1,478   543 935
2,056   30 2,026
892   427 465
2,686   1,651 1,035
22,086   3,955 18,131
6,914   6,115 799
1,177   903 274
234   171 63
2,884   1,310 1,574
11,303   3,299 8,004
30,483   2,374 28,109
2,022   1,036 986
1,179   771 408
5,755   601 5,154
1,000   602 398
19,845   12,633 7,212
20,840   14,803 6,037
3,613   2,370 1,243
628   1,034 -406
1,229   1,056 173
1,133   1,093 40
1,355   1,063 292
34,016   14,139 19,877
16,712   8,383 8,329
915   989 -74
146,275   163,050 -16,775
208,398   224,307 -15,909
287,464   335,848 -48,384
8,352   3,021 5,331
15,833   2,610 13,223
7,900   7,238 662
43,892   36,820 7,072
7,154   3,736 3,418
9,512   4,703 4,809
7,479   1,138 6,341
14,173   6,548 7,625
5,449   5,237 212
1,584   1,459 125
39,760   40,687 -927
29,556   30,336 -780
538   325 213
281   294 -13
281   294 -13
346   113 233
212   194 18
439   457 -18
189   82 107
158   234 -76
333   56 277
219   346 -127
714   600 114
143   125 18
587   517 70
504   435 69
77   20 57
97   42 55
1,706   172 1,534
65   43 22
1,007   1,014 -7
117   122 -5
352   367 -15
128   257 -129
733   908 -175
60   64 -4
242   253 -11
315   213 102
376   111 265
180   234 -54
2,946   333 2,613
138   231 -93
74   20 54
117   120 -3
551   608 -57
272   311 -39
409   771 -362
219   279 -60
58   64 -6
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
      15,850
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       608
b       2,316
c       -927
d       -2,136
e       -1,043
      -1,647
      39,177
      9,539
      12,782
      7,264
      -175
      -6
      172
      935
      2,026
      465
      1,035
      18,131
      799
      274
      63
      1,574
      8,004
      28,109
      986
      408
      5,154
      398
      7,212
      6,037
      1,243
      -406
      173
      40
      292
      19,877
      8,329
      -74
      -16,775
      -15,909
      -48,384
      5,331
      13,223
      662
      7,072
      3,418
      4,809
      6,341
      7,625
      212
      125
      -927
      -780
      213
      -13
      -13
      233
      18
      -18
      107
      -76
      277
      -127
      114
      18
      70
      69
      57
      55
      1,534
      22
      -7
      -5
      -15
      -129
      -175
      -4
      -11
      102
      265
      -54
      2,613
      -93
      54
      -3
      -57
      -39
      -362
      -60
      -6
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 163,870
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,791
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,791
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,791
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,360
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,360
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 9 431
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 arrowIN
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 arrowWELLS FARGO BANK NA Telephone no.right arrow (800) 352-3705

Located atright arrow100 N MAIN ST FL 5D4001-052WINSTON SALEMNC ZIP+4right arrow27101
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
WELLS FARGO BANK N A TRUSTEE
1 		80,527    
100 N MAIN ST FL 5 D4001-052
WINSTONSALEM,NC27101
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
7,024,601
b
Average of monthly cash balances.......................
1b
225,489
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,250,090
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
7,250,090
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
108,751
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,141,339
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
357,067
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
357,067
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,791
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,791
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
353,276
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
353,276
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
353,276
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
338,472
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
338,472
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 7 353,276
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 290,720
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 338,472
a Applied to 2023, but not more than line 2a 290,720
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..... 47,752
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		305,524
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JENNIFER KING
111 EAST WAYNE STREET
FORT WAYNE,IN46802
(260) 461-6458
bThe form in which applications should be submitted and information and materials they should include:
LETTER
cAny submission deadlines:
NO DEADLINE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NO RESTRICTIONS
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

KATES KART INC

10376 LEO ROAD SUITE A
FORT WAYNE,IN46825 		NONE PC GENERAL OPERATING 5,000

BLESSINGS IN A BACKPACK INC

111 E WAYNE STREET SUITE 555
FORT WAYNE,IN46802 		NONE PC GENERAL OPERATING 15,000

SCAN INC

500 W MAIN ST
FORT WAYNE,IN46802 		NONE PC GENERAL OPERATING 10,000

CENTER FOR NONVIOLENCE INC

235 W CREIGHTON AVE
FORT WAYNE,IN46807 		NONE PC GENERAL OPERATING 10,000

COMMUNITY HARVEST FOOD BANK OF NORTHEAST
INDIANA INC
999 EAST TILLMAN ROAD
FORT WAYNE,IN46816 		NONE PC GENERAL OPERATING 10,000

NORTHEAST INDIANA POSITIVE RESOURCE
CONNECTION INC
525 OXFORD STREET
FORT WAYNE,IN46806 		NONE PC GENERAL OPERATING 15,000

MAKE-A-WISH FOUNDATION OF OHIO KENTUCKY
& INDIANA
6201 CORPORATE DRIVE
INDIANAPOLIS,IN46278 		NONE PC GENERAL OPERATING 10,000

LEAGUE FOR THE BLIND AND DISABLED INC

5821 S ANTHONY BLVD
FORT WAYNE,IN46816 		NONE PC GENERAL OPERATING 10,000

ASSOCIATED CHURCHES OF FORT WAYNE IND IN

602 EAST WAYNE STREET
FORT WAYNE,IN46802 		NONE PC GENERAL OPERATING 15,000

CANCER SERVICES OF ALLEN COUNTY INC

6316 MUTUAL DR
FORT WAYNE,IN468254259 		NONE PC GENERAL OPERATING 10,000

HOMEBOUND MEALS INC

PO BOX 10179
FORT WAYNE,IN46850 		NONE PC GENERAL OPERATING 5,000

BIG BROTHERS BIG SISTERS OF NORTHEAST
INDIANA INC
1005 W RUDISILL BLVD 101
FORT WAYNE,IN46807 		NONE PC GENERAL OPERATING 10,000

VISITING NURSE DBA STILLWATER HOSPICE

5910 HOMESTEAD RD
FORT WAYNE,IN468144202 		NONE PC GENERAL OPERATING 10,000

HABITAT FOR HUMANITY OF GREATER FORT
WAYNE INC
2020 E WASHINGTON BLVD
FORT WAYNE,IN46803 		NONE PC GENERAL OPERATING 10,000

BOYS & GIRLS CLUBS OF NORTHEAST INDIANA

2609 FAIRFIELD AVE
FORT WAYNE,IN46807 		NONE PC GENERAL OPERATING 10,000

ERIN'S HOUSE FOR GRIEVING CHILDREN INC

5670 YMCA PARK DR W
FORT WAYNE,IN46835 		NONE PC GENERAL OPERATING 10,000

CHILDRENS HOPE INC

7922 WEST JEFFERSON BLVD
FORT WAYNE,IN46804 		NONE PC GENERAL OPERATING 10,000

SHEPHERDS HOUSE

519 TENNESSEE AVENUE
FORT WAYNE,IN468054117 		NONE PC GENERAL OPERATING 10,000

CHILD ADVOCACY CENTER OF ALLEN COUNTY IN

500 W MAIN ST
FORT WAYNE,IN46802 		NONE PC GENERAL OPERATING 10,000

SUPER SHOT INC

1515 HOBSON ROAD
FORT WAYNE,IN46805 		NONE PC GENERAL OPERATING 10,000

MUSTARD SEED FURNITURE BANK OF FORT WAYN
INC
3636 ILLINOIS RD
FORT WAYNE,IN468042062 		NONE PC GENERAL OPERATING 5,000

BLUE JACKET INC

2826 SOUTH CALHOUN STREET
FORT WAYNE,IN46807 		NONE PC GENERAL OPERATING 10,000

AMANI FAMILY SERVICES INC

5104 N CLINTON ST
FORT WAYNE,IN46825 		NONE PC GENERAL OPERATING 15,000

HEARCARE CONNECTION INC

130 W MAIN ST STE 150
FORT WAYNE,IN468021797 		NONE PC GENERAL OPERATING 10,000

CASS HOUSING INC

PO BOX 10778
FORT WAYNE,IN46853 		NONE PC GENERAL OPERATING 10,000

AMERICAN RED CROSS

1432 E 2ND ST
CASPER,WY82601 		NONE PC GENERAL OPERATING 10,000

CHILL INC

500 W MAIN ST
FORT WAYNE,IN46802 		NONE PC GENERAL OPERATING 2,000

HEALTHIER MOMS AND BABIES INC

1025 W RUDISILL BLVD BOX 9
FORT WAYNE,IN46807 		NONE PC GENERAL OPERATING 10,000

NEW MERCIES MINISTRIES INC

PO BOX 25712
FORT WAYNE,IN468250000 		NONE PC GENERAL OPERATING 10,000

INDIANA WOMEN IN NEED FOUNDATION

8515 CEDAR PLACE DRIVE
INDIANAPOLIS,IN462402343 		NONE PC GENERAL OPERATING 8,000

CANINE COMPANIONS FOR INDEPENDENCE

7480 NEW ALBANY CONDIT RD
NEW ALBANY,OH43054 		NONE PC GENERAL OPERATING 10,000

JUNIOR ACHIEVEMENT OF NORTHERN

550 E WALLEN RD
FORT WAYNE,IN46825 		NONE PC GENERAL OPERATING 5,000
Total .................................right arrow 3a 310,000
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 ....     14 175,457  
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 ............ 		    18 163,870  
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) ..   339,327  
13Total. Add line 12, columns (b), (d), and (e)..................
13
339,327
(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:
KUHNE CHARLES CHAR FDN T-W MAIN
EIN:
35-6011137
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,102     1,102

TY 2024 InvestmentsCorpBondsSchedule
Name:
KUHNE CHARLES CHAR FDN T-W MAIN
EIN:
35-6011137
Name of Bond End of Year Book Value End of Year Fair Market Value
166764BW9 CHEVRON CORP    
06051GGA1 BANK OF AMERICA CORP 39,885 38,550
9128286X3 US TREASURY NOTE 97,643 97,105
036752AB9 ANTHEM INC 25,723 24,321
06367WMQ3 BANK OF MONTREAL    
9128286A3 US TREASURY NOTE 98,849 98,307
912828WJ5 US TREASURY NOTE 2.5    
9128286T2 US TREASURY NOTE 2.3 106,484 101,395
14040HBN4 CAPITAL ONE FINANCIA 41,460 39,053
38148LAE6 GOLDMAN SACHS GROUP    
961214DW0 WESTPAC BANKING CORP 39,515 38,508
29444UBL9 EQUINIX INC 36,816 36,029
20030NCT6 COMCAST CORP 43,282 39,009
9128285M8 US TREASURY NOTE 90,896 86,120
25389JAR7 DIGITAL REALTY TRUST 27,510 24,302
254687FL5 WALT DISNEY COMPANY/ 37,705 35,569
693475AZ8 PNC FINANCIAL SERVIC 18,006 17,761
912828M56 US TREASURY NOTE 67,394 68,802
912828U24 US TREASURY NOTE 2.0 95,955 95,976
46625HRV4 JPMORGAN CHASE & CO    
9128283W8 US TREASURY NOTE 96,329 95,485
9128284F4 US TREASURY NOTE 28,835 29,882
00287YAQ2 ABBVIE INC 16,535 14,938
61746BEF9 MORGAN STANLEY 40,974 39,271
78016EZM2 ROYAL BANK OF CANADA 19,926 19,249
126650DM9 CVS HEALTH CORP 36,576 36,244
548661DY0 LOWE'S COS INC 35,238 33,467
110122DP0 BRISTOL-MYERS SQUIBB 14,855 13,660
120568BB5 BUNGE LTD FINANCE CO 37,446 39,240
907818FU7 UNION PACIFIC CORP 35,933 34,532
31428XCD6 FEDEX CORP 35,002 34,126
9128282R0 US TREASURY NOTE 95,456 95,054
91282CBL4 US TREASURY NOTE 119,513 115,535
023135CH7 AMAZON.COM INC 37,304 37,025
037833EV8 APPLE INC 29,324 29,272
67103HAL1 O'REILLY AUTOMOTIVE 38,037 38,642
91282CDY4 US TREASURY NOTE 1.8 121,037 117,753
91282CGQ8 US TREASURY NOTE 119,348 117,779
02005NBP4 ALLY FINANCIAL INC 22,654 22,242
13607LWW9 CANADIAN IMPERIAL BA 20,626 20,903
166764BY5 CHEVRON CORP 44,059 44,038
26441CBH7 DUKE ENERGY CORP 22,646 21,913
38141GYJ7 VR GOLDMAN SACHS GRO 42,340 41,670
45866FAW4 INTERCONTINENTALEXCH 28,857 28,823
46647PCU8 VR JPMORGAN CHASE & 34,255 34,575
63111XAH4 NASDAQ INC 25,983 25,351
808513BP9 CHARLES SCHWAB CORP 46,502 45,799
91282CEN7 US TREASURY NOTE 2.7 98,098 96,677
91282CJG7 US TREASURY NOTE 107,457 102,207
91282CJZ5 US TREASURY NOTE 58,534 57,442
91282CLF6 US TREASURY NOTE 85,942 80,371
91324PEP3 UNITEDHEALTH GROUP 52,137 50,772
92343VEU4 VERIZON COMMUNICATIO 24,643 23,995
92826CAD4 VISA INC 49,432 49,433

TY 2024 InvestmentsCorpStockSchedule
Name:
KUHNE CHARLES CHAR FDN T-W MAIN
EIN:
35-6011137
Name of Stock End of Year Book Value End of Year Fair Market Value
25243Q205 DIAGEO PLC - ADR    
56501R106 MANULIFE FINANCIAL C 21,309 51,163
75513E101 RTX CORP 33,085 53,231
532457108 ELI LILLY & CO COM 6,971 79,516
46625H100 JPMORGAN CHASE & CO 20,759 101,877
904767704 UNILEVER PLC - ADR 39,190 38,329
594918104 MICROSOFT CORP 19,340 246,578
G29183103 EATON CORP PLC 19,485 57,414
097023105 BOEING CO 39,454 48,852
192446102 COGNIZANT TECH SOLUT 19,752 28,914
09247X101 BLACKROCK INC    
609207105 MONDELEZ INTERNATION 21,219 29,447
907818108 UNION PACIFIC CORP 19,331 40,819
89151E109 TOTALENERGIES SE -SP 52,584 58,152
00287Y109 ABBVIE INC 29,259 47,979
150870103 CELANESE CORP 18,065 24,916
H84989104 TE CONNECTIVITY LTD    
09857L108 BOOKING HOLDINGS INC    
285512109 ELECTRONIC ARTS INC    
58933Y105 MERCK & CO INC NEW 28,322 48,845
172967424 CITIGROUP INC. 44,954 68,912
17275R102 CISCO SYSTEMS INC 16,149 49,965
867224107 SUNCOR ENERGY INC NE 45,806 66,543
460690100 INTERPUBLIC GROUP CO    
512807108 LAM RESEARCH CORP CO    
91324P102 UNITEDHEALTH GROUP I 10,954 76,385
02079K107 ALPHABET INC CL C 24,179 192,535
92826C839 VISA INC-CLASS A SHR 35,909 64,156
H2906T109 GARMIN LTD 19,865 46,202
87612E106 TARGET CORP 15,849 27,577
09260D107 BLACKSTONE INC 17,848 63,623
94106L109 WASTE MANAGEMENT INC 24,851 41,972
11135F101 BROADCOM INC 16,115 137,713
037833100 APPLE INC 4,867 272,207
911312106 UNITED PARCEL SERVIC 34,274 44,135
654106103 NIKE INC CL B    
883556102 THERMO FISHER SCIENT 5,593 34,335
891160509 TORONTO DOMINION BK    
30303M102 META PLATFORMS INC 51,039 139,937
437076102 HOME DEPOT INC 38,954 47,068
7591EP100 REGIONS FINL CORP NE 32,940 37,703
00724F101 ADOBE INC 43,440 38,242
007903107 ADVANCED MICRO DEVIC 24,609 35,512
580135101 MCDONALDS CORP 47,966 47,832
855244109 STARBUCKS CORP COM 33,446 31,116
023135106 AMAZON COM INC COM 122,000 136,680
032654105 ANALOG DEVICES INC 39,801 37,181
09290D101 BLACKROCK FUNDING IN 15,949 50,230
43300A203 HILTON WORLDWIDE HOL 41,918 48,443
49338L103 KEYSIGHT TECHNOLOGIE 29,556 27,950
512807306 LAM RESH CORP 9,113 41,027
571748102 MARSH & MCLENNAN COS 37,311 34,623
G87052109 TE CONNECTIVITY PLC 19,700 34,313

TY 2024 InvestmentsOtherSchedule2
Name:
KUHNE CHARLES CHAR FDN T-W MAIN
EIN:
35-6011137
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
46434G103 ISHARES CORE MSCI EM AT COST 165,621 139,375
89155T490 TOUCHSTONE MID CAP-R AT COST 181,983 296,002
922908629 VANGUARD MIDCAP VIPE AT COST 223,147 395,667
77956H435 T ROWE PR OVERSEAS S AT COST 231,181 239,944
872365713 TCW EMRG MRKTS INC-P      
722005667 PIMCO COMMODITY REAL AT COST 350,614 259,139
74440Y884 PGIM HIGH YIELD-Q 10      
31641Q755 FIDELITY NEW MRKTS I      
38147N269 GLDMN SCHS GQG PRT I AT COST 199,769 213,414
464288588 ISHARES MBS ETF AT COST 72,105 68,760

TY 2024 OtherDecreasesSchedule
Name:
KUHNE CHARLES CHAR FDN T-W MAIN
EIN:
35-6011137
Description Amount
CY PURCHASE OF ACCRUED INTEREST 967
ROC ON CY SALES 108
PY RETURN OF CAPITAL ADJUSTMENT 659
COST BASIS ADJ 540


TY 2024 OtherExpensesSchedule
Name:
KUHNE CHARLES CHAR FDN T-W MAIN
EIN:
35-6011137
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 51 51   0


TY 2024 OtherIncreasesSchedule
Name:
KUHNE CHARLES CHAR FDN T-W MAIN
EIN:
35-6011137
Description Amount
MUTUAL FUND TIMING ADJ 1,697
PY PURCHASE OF ACCRUED INTEREST 21


TY 2024 OtherProfessionalFeesSchedule
Name:
KUHNE CHARLES CHAR FDN T-W MAIN
EIN:
35-6011137
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANT ADMIN FEE 7,238     7,238
INVESTMNT MNGMNT FEES (NON-DED 1,214 1,214    


TY 2024 TaxesSchedule
Name:
KUHNE CHARLES CHAR FDN T-W MAIN
EIN:
35-6011137
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 3,748 3,748   0
FEDERAL TAX PAYMENT - PRIOR YE 896 0   0
FEDERAL ESTIMATES - PRINCIPAL 3,360 0   0
FOREIGN TAXES ON NONQUALIFIED 365 365   0