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
OLIVER & CUNNINGHAM FAM FDN-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

35-6013076
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$14,935,791J 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... 283,859 281,572  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 707,985
b Gross sales price for all assets on line 6a 3,529,894
7 Capital gain net income (from Part IV, line 2)... 707,985
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........ 991,844 989,557  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 50,395 37,797   12,599
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).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
5,916 5,916   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,186 4,879   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
606 606    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 66,103 49,198 0 12,599
25 Contributions, gifts, grants paid....... 598,964 598,964
26 Total expenses and disbursements. Add lines 24 and 25 665,067 49,198 0 611,563
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 326,777
b Net investment income (if negative, enter -0-) 940,359
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.............   1,071 1,071
2 Savings and temporary cash investments......... 354,718 397,191 397,191
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)....... 3,502,446 Click to see attachment
List of Attached Documents:
// Content
2,952,177 		5,671,874
c Investments—corporate bonds (attach schedule)....... 494,688    
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).......... 5,466,139 Click to see attachment
List of Attached Documents:
// Content
6,794,186 		8,865,655
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,817,991 10,144,625 14,935,791
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 9,817,991 10,144,625
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 9,817,991 10,144,625
30 Total liabilities and net assets/fund balances (see instructions). 9,817,991 10,144,625
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
9,817,991
2
Enter amount from Part I, line 27a .....................
2
326,777
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,698
4
Add lines 1, 2, and 3 ..........................
4
10,147,466
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,841
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,144,625
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 2861. AIA GROUP LTD-SP ADR   2018-12-14 2024-01-11
b 1764. HDFC BANK LTD. - ADR   2020-02-26 2024-01-11
c 624. UNILEVER PLC - ADR   2023-08-24 2024-01-11
d 1826. UNILEVER PLC - ADR   2018-11-29 2024-01-11
e 3219.405 T ROWE PRICE INST FLOAT RATE 170   2022-04-25 2024-01-12
340. NITORI HLDGS CO LTD-UNSP ADR   2020-03-02 2024-01-17
14. TAIWAN SEMICONDUCTOR MANUFACTU - ADR   2023-03-06 2024-02-12
46. EMCOR GROUP INC COM   2021-06-29 2024-03-11
38. TAIWAN SEMICONDUCTOR MANUFACTU - ADR   2018-03-02 2024-03-19
31. BHP BILLITON LIMITED - ADR   2021-03-01 2024-03-20
202. HAIER SMART HOME CO LTD ADR   2021-11-02 2024-03-21
1760. ISHARES RUSSELL MID-CAP ETF   2022-01-24 2024-03-21
89. SHISEIDO CO., LTD. - ADR   2022-06-01 2024-03-21
197. ACUSHNET HOLDINGS CORP   2021-05-18 2024-03-25
92. ARTISAN PARTNERS ASSET MANAGEM   2022-06-10 2024-03-25
25. BANCFIRST CORP   2022-05-04 2024-03-25
24. CORVEL CORP   2021-12-14 2024-03-25
35. EMCOR GROUP INC COM   2022-05-03 2024-03-25
8. ASPEN TECHNOLOGY INC   2022-05-03 2024-03-25
36. FTI CONSULTING INC COM   2022-05-03 2024-03-25
9. FACTSET RESH SYS INC COM   2022-05-03 2024-03-25
160. FIRST HAWAIIAN INC   2019-12-06 2024-03-25
60. GRACO INC   2022-05-03 2024-03-25
14. KADANT INC   2023-10-17 2024-03-25
26. K.FORCE, INC.   2023-03-22 2024-03-25
26. LCI INDUSTRIES   2021-12-07 2024-03-25
27. LANDSTAR SYS INC COM   2021-04-12 2024-03-25
156. MANHATTAN ASSOCIATES, INC COM   2019-04-04 2024-03-25
85. MOELIS & CO   2022-05-03 2024-03-25
34. PRIMERICA INC   2022-05-03 2024-03-25
19. RBC BEARINGS INC   2021-09-22 2024-03-25
360. RIGHTMOVE PLC-UNSP ADR   2022-05-03 2024-03-25
48. SIMPSON MFG INC COM   2022-05-03 2024-03-25
50. TORO CO   2023-09-29 2024-03-25
34. UFP INDUSTRIES INC   2023-10-17 2024-03-25
28. WATTS WATER TECHNOLOGIES INC   2022-05-03 2024-03-25
2508. BHP BILLITON LIMITED - ADR   2022-04-28 2024-03-28
1750. ISHARES CORE MSCI EMERGING ETF   2022-05-09 2024-03-28
350. TAIWAN SEMICONDUCTOR MANUFACTU - ADR   2019-02-27 2024-03-28
1750. VANGUARD FTSE DEVELOPED ETF   2022-09-19 2024-03-28
500000. US TREASURY NOTE 2.250% 3/31/24   2023-11-22 2024-03-31
1. ACUSHNET HOLDINGS CORP   2022-05-03 2024-04-01
197. CHUGAI PHARMACEUTIC-UNSP ADR   2023-07-12 2024-04-10
27. EMCOR GROUP INC COM   2022-05-03 2024-04-16
8. EMCOR GROUP INC COM   2022-05-03 2024-04-17
.5 DBS GROUP HOLDINGS LIMITED - ADR   2023-12-27 2024-05-23
55. INFINEON TECHNOLOGIES AG - ADR   2019-07-09 2024-06-07
13. TAIWAN SEMICONDUCTOR MANUFACTU - ADR   2018-03-02 2024-06-26
130. ALLIANZ SE - UNSP ADR   2018-03-02 2024-06-27
34. DBS GROUP HOLDINGS LIMITED - ADR   2023-12-27 2024-06-27
497. HAIER SMART HOME CO LTD ADR   2021-11-02 2024-07-18
156. XP INC - CLASS A   2021-12-16 2024-07-26
6000. ISHARES RUSSELL MID-CAP ETF   2013-12-18 2024-08-07
150. JOHNSON & JOHNSON   2023-08-24 2024-08-07
825. JOHNSON & JOHNSON   2020-02-05 2024-08-07
175. RESMED INC   2023-08-24 2024-08-07
212. AIA GROUP LTD-SP ADR   2018-03-02 2024-08-09
454. ADYEN NV-UNSPON ADR   2020-03-19 2024-08-09
154. AIR LIQUIDE - ADR   2018-03-02 2024-08-09
180. ALFA LAVAL AB-UNSPON ADR   2018-03-02 2024-08-09
594. ALLIANZ SE - UNSP ADR   2018-03-02 2024-08-09
705. AMBEV SA-SPN ADR   2024-07-16 2024-08-09
1641. AMBEV SA-SPN ADR   2019-03-11 2024-08-09
377. ASSA ABLOY AB-UNSP ADR   2023-08-16 2024-08-09
508. ATLAS COPCO AB ADR   2018-12-14 2024-08-09
1010. BANCO BILBAO VIZCAYA ARGENT- ADR   2018-09-27 2024-08-09
145. BHP BILLITON LIMITED - ADR   2021-03-01 2024-08-09
58. BIONTECH SE-ADR   2023-12-13 2024-08-09
39. CANADIAN NATL RR CO COM   2018-03-02 2024-08-09
620. CHUGAI PHARMACEUTIC-UNSP ADR   2019-02-07 2024-08-09
373. COLOPLAST A/S-SPONSORED ADR   2024-05-22 2024-08-09
8.4 DBS GROUP HOLDINGS LIMITED - ADR   2024-02-14 2024-08-09
160.6 DBS GROUP HOLDINGS LIMITED - ADR   2018-09-27 2024-08-09
394. DAIFUKU CO LTD - UNSP ADR   2022-07-19 2024-08-09
62. DASSAULT SYSTEMES S.A. - ADR   2024-03-19 2024-08-09
289. DASSAULT SYSTEMES S.A. - ADR   2018-03-02 2024-08-09
132. ENN ENERGY HOLDINGS-UNSP ADR   2024-04-09 2024-08-09
114. ENN ENERGY HOLDINGS-UNSP ADR   2021-03-30 2024-08-09
350. EPIROC AB-UNSP ADR   2018-12-14 2024-08-09
120. FOMENTO ECONOMICO MEX-SP ADR   2018-11-26 2024-08-09
175. GENMAB A/S -SP ADR   2023-07-07 2024-08-09
122. GRUPO FIN BANORTE-SPON ADR   2024-06-07 2024-08-09
45. HDFC BANK LTD. - ADR   2023-10-25 2024-08-09
68. HDFC BANK LTD. - ADR   2018-03-02 2024-08-09
142. HAIER SMART HOME CO LTD ADR   2023-12-28 2024-08-09
357. HAIER SMART HOME CO LTD ADR   2022-06-01 2024-08-09
252. HALEON PLC ADR   2024-05-21 2024-08-09
1143. HALEON PLC ADR   2023-03-23 2024-08-09
217. ICICI BANK LTD. - ADR   2018-09-27 2024-08-09
419. INFINEON TECHNOLOGIES AG - ADR   2019-07-09 2024-08-09
220. KOMATSU LIMITED - ADR   2020-04-06 2024-08-09
31. L'OREAL - ADR   2023-08-31 2024-08-09
122. L'OREAL - ADR   2018-03-02 2024-08-09
526. MANULIFE FINANCIAL CORP   2022-07-19 2024-08-09
3. MERCADOLIBRE INC   2024-03-19 2024-08-09
50. NESTLE S.A. REGISTERED SHARES - ADR   2018-03-02 2024-08-09
63. NOVONESIS (NOVOZYMES) B ADR   2018-03-22 2024-08-09
94. PT TELEKOMUNIKASI INDONESIA TB - ADR   2024-07-17 2024-08-09
197. PT TELEKOMUNIKASI INDONESIA TB - ADR   2021-05-17 2024-08-09
250. PING AN INSURANCE-ADR   2019-03-11 2024-08-09
117. RIO TINTO PLC - ADR   2020-04-06 2024-08-09
99. ROCHE HOLDINGS LTD - ADR   2024-06-27 2024-08-09
222. ROCHE HOLDINGS LTD - ADR   2018-03-02 2024-08-09
75. ROYAL DUTCH SHELL PLC ADR   2024-06-27 2024-08-09
138. ROYAL DUTCH SHELL PLC ADR   2018-03-02 2024-08-09
86. SAP SE   2018-03-02 2024-08-09
257. SCHNEIDER ELECTRIC SE - ADR   2020-04-06 2024-08-09
223. SHIMANO INC-UNSPON ADR   2022-10-03 2024-08-09
413. SHIONOGI & CO LTD-UNSPON ADR   2020-02-07 2024-08-09
117. SONY CORPORATION - ADR   2023-12-13 2024-08-09
75. SONOVA HOLDIN-UNSPON ADR   2018-03-02 2024-08-09
217. SYMRISE AG ADR   2018-03-02 2024-08-09
155. SYSMEX CORP-UNSPON ADR   2024-05-09 2024-08-09
195. SYSMEX CORP-UNSPON ADR   2018-03-02 2024-08-09
106. TAIWAN SEMICONDUCTOR MANUFACTU - ADR   2018-03-02 2024-08-09
55. TENCENT HOLDINGS LTD-UNS ADR   2024-05-08 2024-08-09
125. TENCENT HOLDINGS LTD-UNS ADR   2019-01-25 2024-08-09
791. UNI CHARM CORPORATION ADR   2019-02-07 2024-08-09
249. ZTO EXPRESS CAYMAN INC-ADR   2024-04-18 2024-08-09
29. CREDICORP LTD   2023-06-06 2024-08-09
16. NEW LINDE PLC   2018-11-15 2024-08-09
86. ALCON INC   2020-06-05 2024-08-09
1100. STARBUCKS CORP COM   2024-01-11 2024-08-13
16. ATRION CORP   2019-04-04 2024-08-22
750. VANGUARD LONG-TERM BOND ETF   2023-07-06 2024-08-28
125. RESMED INC   2019-01-31 2024-10-28
1300. AMEX ENERGY SELECT SPDR   2024-01-11 2024-10-28
200. TAIWAN SEMICONDUCTOR MANUFACTU - ADR   2019-02-27 2024-10-28
75. EMCOR GROUP INC COM   2020-12-07 2024-11-18
63. EMCOR GROUP INC COM   2020-04-22 2024-11-19
2500. AMEX ENERGY SELECT SPDR   2022-07-07 2024-12-05
205. DEEMED REDEEMED ASML HOLDING NV ESCR   2021-06-08 2024-12-19
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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 92,067   94,928 -2,861
b 115,199   87,765 27,434
c 30,404   31,690 -1,286
d 88,972   96,569 -7,597
e 30,488   31,003 -515
4,270   4,725 -455
1,833   1,268 565
14,544   5,082 9,462
5,146   3,299 1,847
1,769   2,432 -663
2,374   2,880 -506
146,749   132,279 14,470
2,478   3,831 -1,353
12,598   9,270 3,328
4,056   3,160 896
2,129   2,083 46
6,056   4,666 1,390
12,120   3,767 8,353
1,609   1,461 148
7,546   6,555 991
3,989   3,600 389
3,408   4,659 -1,251
5,612   3,776 1,836
4,461   3,236 1,225
1,808   1,617 191
3,037   4,155 -1,118
4,972   4,674 298
38,733   16,690 22,043
4,754   3,501 1,253
8,508   4,538 3,970
5,014   3,781 1,233
5,032   5,520 -488
9,594   5,107 4,487
4,534   4,161 373
4,034   3,424 610
5,829   3,615 2,214
144,451   158,087 -13,636
90,168   86,144 4,024
47,610   13,795 33,815
87,692   69,059 18,633
500,000   494,688 5,312
67   43 24
3,401   2,675 726
9,349   2,906 6,443
2,729   833 1,896
52   44 8
2,247   1,426 821
2,232   556 1,676
3,596   2,967 629
3,595   3,008 587
6,100   7,027 -927
2,769   4,588 -1,819
485,973   243,321 242,652
23,933   24,763 -830
131,633   118,856 12,777
37,702   28,007 9,695
5,666   6,876 -1,210
5,361   3,409 1,952
5,493   2,869 2,624
7,604   4,135 3,469
16,559   13,017 3,542
1,585   1,531 54
3,689   4,496 -807
5,452   4,236 1,216
8,548   2,949 5,599
9,825   6,246 3,579
7,785   11,374 -3,589
4,651   5,439 -788
4,319   2,927 1,392
12,944   7,243 5,701
4,826   4,743 83
860   734 126
16,445   9,257 7,188
3,454   4,151 -697
2,269   2,777 -508
10,577   7,964 2,613
3,558   4,309 -751
3,073   7,145 -4,072
6,233   3,051 3,182
13,375   9,190 4,185
4,635   6,638 -2,003
4,398   4,762 -364
2,731   2,582 149
4,127   3,213 914
1,730   1,592 138
4,349   4,505 -156
2,465   2,159 306
11,182   9,416 1,766
6,099   1,872 4,227
13,901   5,578 8,323
5,766   3,529 2,237
2,592   2,756 -164
10,202   5,186 5,016
13,193   9,439 3,754
5,646   4,549 1,097
5,139   3,932 1,207
3,949   3,266 683
1,672   1,897 -225
3,504   4,390 -886
2,130   5,186 -3,056
7,409   5,416 1,993
3,974   3,462 512
8,910   6,476 2,434
5,397   5,371 26
9,931   5,084 4,847
17,910   9,155 8,755
11,798   4,522 7,276
4,069   3,536 533
4,364   5,770 -1,406
9,854   10,558 -704
4,901   2,298 2,603
6,590   4,316 2,274
2,754   2,701 53
3,465   5,246 -1,781
17,666   4,501 13,165
2,613   2,568 45
5,938   5,350 588
5,258   5,051 207
4,915   4,960 -45
4,864   4,062 802
7,137   2,492 4,645
7,980   5,433 2,547
102,798   101,999 799
7,360   13,420 -6,060
55,871   54,454 1,417
31,178   12,069 19,109
115,870   106,192 9,678
39,300   7,883 31,417
37,669   7,067 30,602
31,546   4,209 27,337
232,260   178,416 53,844
147,333   138,485 8,848
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
      16,426
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       -2,861
b       27,434
c       -1,286
d       -7,597
e       -515
      -455
      565
      9,462
      1,847
      -663
      -506
      14,470
      -1,353
      3,328
      896
      46
      1,390
      8,353
      148
      991
      389
      -1,251
      1,836
      1,225
      191
      -1,118
      298
      22,043
      1,253
      3,970
      1,233
      -488
      4,487
      373
      610
      2,214
      -13,636
      4,024
      33,815
      18,633
      5,312
      24
      726
      6,443
      1,896
      8
      821
      1,676
      629
      587
      -927
      -1,819
      242,652
      -830
      12,777
      9,695
      -1,210
      1,952
      2,624
      3,469
      3,542
      54
      -807
      1,216
      5,599
      3,579
      -3,589
      -788
      1,392
      5,701
      83
      126
      7,188
      -697
      -508
      2,613
      -751
      -4,072
      3,182
      4,185
      -2,003
      -364
      149
      914
      138
      -156
      306
      1,766
      4,227
      8,323
      2,237
      -164
      5,016
      3,754
      1,097
      1,207
      683
      -225
      -886
      -3,056
      1,993
      512
      2,434
      26
      4,847
      8,755
      7,276
      533
      -1,406
      -704
      2,603
      2,274
      53
      -1,781
      13,165
      45
      588
      207
      -45
      802
      4,645
      2,547
      799
      -6,060
      1,417
      19,109
      9,678
      31,417
      30,602
      27,337
      53,844
      8,848
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 707,985
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 13,071
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 13,071
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 13,071
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,624
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 4,624
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 8,447
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 		50,395    
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
13,922,183
b
Average of monthly cash balances.......................
1b
539,910
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
14,462,093
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
14,462,093
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
216,931
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,245,162
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
712,258
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
712,258
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
13,071
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,071
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
699,187
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
699,187
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
699,187
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
611,563
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
611,563
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 7 699,187
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 302,861
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$ 611,563
a Applied to 2023, but not more than line 2a 302,861
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..... 308,702
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 .......... 		390,485
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

UNITED NEGRO COLLEGE FUND INC

1805 7TH STREET NW
WASHINGTON,DC20001 		NONE PC GENERAL OPERATING 10,000

CYSTIC FIBROSIS FOUNDATION

1540 RIVER PARK DRIVE
SACRAMENTO,CA95815 		NONE PC GENERAL OPERATING 15,000

LITTLE TRAVERSE CONSERVANCY INC

3264 POWELL ROAD
HARBOR SPRINGS,MI497409469 		NONE PC GENERAL OPERATING 10,000

THE FOUNDATION FOR THE CENTER FOR HOSPIC
AND PALLIATIVE CARE INC
501 COMFORT PLACE
MISHAWAKA,IN465455234 		NONE PC GENERAL OPERATING 15,000

INDEPENDENT COLLEGES OF INDIANA INC

30 S MERIDIAN STREET SUITE 800
INDIANAPOLIS,IN462043567 		NONE PC GENERAL OPERATING 5,000

NORTHERN IND HISTORICAL SOC FDN

808 W WASHINGTON ST
SOUTH BEND,IN46601 		NONE PC GENERAL OPERATING 263,964

YOUTH SERVICE BUREAU OF ST JOSEPH COUNT
INC
2222 LINCOLN WAY WEST
SOUTH BEND,IN46628 		NONE PC GENERAL OPERATING 12,500

CHILDRENS DISPENSARY & HOSPITAL
ASSOCIATION INC
812 E LASALLE AVENUE
SOUTH BEND,IN46617 		NONE PC GENERAL OPERATING 20,000

BETHEL UNIVERSITY INC

1001 BETHEL CIRCLE
MISHAWAKA,IN465452232 		NONE PC GENERAL OPERATING 12,500

UNITED WAY OF ST JOSEPH COUNTY INC

3517 E JEFFERSON BOULEVARD
SOUTH BEND,IN46615 		NONE PC GENERAL OPERATING 25,000

GOODWILL INDUSTRIES OF MICHIANA INC

POST OFFICE BOX 3846
SOUTH BEND,IN466193519 		NONE PC GENERAL OPERATING 10,000

RAY BIRD MINISTRIES INC

POST OFFICE BOX 3717
SOUTH BEND,IN466285609 		NONE PC GENERAL OPERATING 20,000

MICHIANA PUBLIC BROADCASTING CORPORATION

300 W JEFFERSON BOULEVARD
SOUTH BEND,IN46601 		NONE PC GENERAL OPERATING 5,000

POTAWATOMI ZOOLOGICAL SOCIETY INC

POST OFFICE BOX 1764
SOUTH BEND,IN466341764 		NONE PC GENERAL OPERATING 10,000

STUDEBAKER NATIONAL MUSEUM INC

201 CHAPIN STREET
SOUTH BEND,IN466012521 		NONE PC GENERAL OPERATING 10,000

SOUTH BEND ALUMNI ASSOCIATION INC

215 S DR MLK JR BLVD
SOUTH BEND,IN46601 		NONE PC GENERAL OPERATING 7,500

RONALD MCDONALD HOUSE CHARITIES OF
INDIANA-MICHIANA INC
610 NORTH MICHIGAN STREET SUITE 31
SOUTH BEND,IN46601 		NONE PC GENERAL OPERATING 25,000

ST MARGARET'S HOUSE

117 N LAFAYETTE BOULEVARD
SOUTH BEND,IN46601 		NONE PC GENERAL OPERATING 10,000

SOUTH BEND SYMPHONY ORCHESTRA ASSOCIATIO
INC
127 N MICHIGAN STREET
SOUTH BEND,IN46601 		NONE PC GENERAL OPERATING 12,500

SCHOLARSHIP FDN OF ST JOSEPH COUNTY IN

3515 N MAIN STREET SUITE C
MISHAWAKA,IN46545 		NONE PC GENERAL OPERATING 25,000

MCLAREN NORTHERN MICHIGAN FOUNDATION

360 CONNABLE AVENUE
PETOSKEY,MI497702272 		NONE PC GENERAL OPERATING 25,000

MAYO CLINIC

200 FIRST STREET SW
ROCHESTER,MN55905 		NONE PC GENERAL OPERATING 15,000

FIRST PRESBYTERIAN CHURCH

800 W TEXAS AVE
MIDLAND,TX797016166 		NONE PC GENERAL OPERATING 10,000

LYMPHOMA RESEARCH FOUNDATION

88 PINE STREET SUITE 2400
NEW YORK,NY10005 		NONE PC GENERAL OPERATING 15,000

JUNIOR ACHIEVEMENT OF NORTHERN

550 E WALLEN RD
FORT WAYNE,IN46825 		NONE PC GENERAL OPERATING 10,000
Total .................................right arrow 3a 598,964
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 ....     14 283,859  
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 ............ 		    18 707,985  
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) ..   991,844  
13Total. Add line 12, columns (b), (d), and (e)..................
13
991,844
(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 InvestmentsCorpBondsSchedule
Name:
OLIVER & CUNNINGHAM FAM FDN-MAIN
EIN:
35-6013076
Name of Bond End of Year Book Value End of Year Fair Market Value
91282CEG2 US TREASURY NOTE 2.2    

TY 2024 InvestmentsCorpStockSchedule
Name:
OLIVER & CUNNINGHAM FAM FDN-MAIN
EIN:
35-6013076
Name of Stock End of Year Book Value End of Year Fair Market Value
500458401 KOMATSU LIMITED - AD    
874039100 TAIWAN SEMICONDUCTOR 51,240 256,737
29429L105 EPIROC AB-UNSP ADR    
670108109 NOVOZYMES A/S UNSPON    
562750109 MANHATTAN ASSOCIATES 6,576 33,240
76657Y101 RIGHTMOVE PLC-UNSP A 28,523 32,441
084670702 BERKSHIRE HATHAWAY I 58,961 306,417
771195104 ROCHE HOLDINGS LTD -    
65479L108 NITORI HLDGS CO LTD-    
83569C102 SONOVA HOLDIN-UNSPON    
29084Q100 EMCOR GROUP INC COM 7,356 55,376
60786M105 MOELIS & CO 20,725 46,027
045055100 ASHTEAD GROUP PLC-UN 72,794 171,150
G1151C101 ACCENTURE PLC 89,136 193,485
45662N103 INFINEON TECHNOLOGIE    
72341E304 PING AN INSURANCE-AD    
018820100 ALLIANZ SE - UNSP AD    
69343P105 LUKOIL PJSC-SPON ADR 15,450  
87184P109 SYSMEX CORP-UNSPON A    
384109104 GRACO INC 24,115 37,256
426281101 HENRY JACK & ASSOC I 13,586 15,076
74164M108 PRIMERICA INC 32,247 69,755
883556102 THERMO FISHER SCIENT 125,515 266,878
09247X101 BLACKROCK INC    
344419106 FOMENTO ECONOMICO ME    
904767704 UNILEVER PLC - ADR    
45104G104 ICICI BANK LTD. - AD    
171269103 CHUGAI PHARMACEUTIC-    
57636Q104 MASTERCARD INC 110,283 289,087
641069406 NESTLE S.A. REGISTER    
05946K101 BANCO BILBAO VIZCAYA    
824667109 SHIONOGI & CO LTD-UN    
N97284108 NEBIUS GROUP NV 3,266 3,241
302941109 FTI CONSULTING INC C 38,280 61,353
749607107 RLI CORP COM 14,786 27,527
829073105 SIMPSON MFG INC COM 35,901 69,649
049904105 ATRION CORP    
032095101 AMPHENOL CORP CL A 65,303 208,350
037833100 APPLE INC 72,442 276,714
02079K107 ALPHABET INC CL C 101,934 304,704
767204100 RIO TINTO PLC - ADR    
237545108 DASSAULT SYSTEMES S.    
009126202 AIR LIQUIDE - ADR    
502117203 L'OREAL - ADR    
00783V104 ADYEN NV-UNSPON ADR    
88032Q109 TENCENT HOLDINGS LTD    
049255706 ATLAS COPCO AB ADR    
90460M204 UNI CHARM CORPORATIO    
303075105 FACTSET RESH SYS INC 18,475 30,738
891092108 TORO CO 50,711 51,024
942749102 WATTS WATER TECHNOLO 27,597 46,149
32051X108 FIRST HAWAIIAN INC 28,620 32,827
005098108 ACUSHNET HOLDINGS CO 21,280 47,695
04316A108 ARTISAN PARTNERS ASS 17,244 26,949
761152107 RESMED INC 54,620 131,497
803054204 SAP SE ADR    
80687P106 SCHNEIDER ELECTRIC S    
87155N109 SYMRISE AG ADR    
015393101 ALFA LAVAL AB-UNSPON    
02319V103 AMBEV SA-SPN ADR    
75524B104 RBC BEARINGS INC 19,137 37,692
91324P102 UNITEDHEALTH GROUP I 113,059 216,002
H01301128 ALCON INC    
23304Y100 DBS GROUP HOLDINGS L    
40415F101 HDFC BANK LTD. - ADR    
001317205 AIA GROUP LTD-SP ADR    
257651109 DONALDSON CO INC 9,570 12,460
478160104 JOHNSON & JOHNSON    
136375102 CANADIAN NATL RR CO    
78409V104 S&P GLOBAL INC 66,537 181,781
N07059210 ASML HOLDING NV-NY R    
515098101 LANDSTAR SYS INC COM 43,518 44,684
G98239109 XP INC - CLASS A    
40523H106 HAIER SMART HOME CO    
26876F102 ENN ENERGY HOLDINGS-    
088606108 BHP GROUP LTD-SPON A    
50189K103 LCI INDUSTRIES 23,995 19,747
23331A109 D R HORTON INC COM 61,605 125,838
715684106 PT TELEKOMUNIKASI IN    
221006109 CORVEL CORP 31,704 60,414
185123106 CLEARWATER ANALYTICS 21,042 28,841
56501R106 MANULIFE FINANCIAL C    
594918104 MICROSOFT CORP 176,431 245,313
233802107 DAIFUKU CO LTD - UNS    
82455C101 SHIMANO INC-UNSPON A    
824841407 SHISEIDO CO., LTD. -    
05945F103 BANCFIRST CORP 17,191 24,256
03073E105 CENCORA INC 77,970 119,080
363576109 GALLAGHER ARTHUR J & 78,000 120,069
780259305 ROYAL DUTCH SHELL PL    
29109X106 ASPEN TECHNOLOGY INC 16,076 21,967
045387107 ASSA ABLOY AB-UNSP A    
09075V102 BIONTECH SE-ADR    
372303206 GENMAB A/S -SP ADR    
405552100 HALEON PLC ADR    
48282T104 KADANT INC 28,694 43,469
493732101 K.FORCE, INC. 13,215 12,134
79466L302 SALESFORCE INC 116,493 187,225
835699307 SONY GROUP CORP - SP    
90278Q108 UFP INDUSTRIES INC 30,294 34,696
G2519Y108 CREDICORP LTD    
G54950103 NEW LINDE PLC    
031162100 AMGEN INC 179,016 156,384
09290D101 BLACKROCK FUNDING IN 111,732 245,001
11135F101 BROADCOM INC 141,634 220,248
244199105 DEERE & CO 133,995 154,651
67066G104 NVIDIA CORP 234,303 268,580

TY 2024 InvestmentsOtherSchedule2
Name:
OLIVER & CUNNINGHAM FAM FDN-MAIN
EIN:
35-6013076
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
256210105 DODGE & COX INCOME F AT COST 1,005,835 940,996
464287200 ISHARES CORE S & P 5 AT COST 2,818,897 4,297,364
464287309 ISHARES S&P 500 GROW AT COST 366,648 573,645
77958B402 T ROWE PRICE INST FL AT COST 119,308 118,625
921943858 VANGUARD FTSE DEVELO AT COST 314,823 382,560
81369Y506 AMEX ENERGY SELECT S      
464287499 ISHARES RUSSELL MID- AT COST 220,185 530,400
46434G103 ISHARES CORE MSCI EM AT COST 159,965 169,715
464287598 ISHARES RUSSELL 1000 AT COST 334,464 376,925
464288679 ISHARES SHORT TREASU AT COST 220,990 220,220
921937793 VANGUARD LONG-TERM B AT COST 179,558 171,075
19248X604 COHEN & STEERS PR SE AT COST 150,600 148,309
46434V803 ISHA CURR HEDGED MSC AT COST 175,708 180,700
722005667 PIMCO COMMODITY REAL AT COST 231,875 230,647
74256W584 PRINCIPAL MIDCAP FUN AT COST 495,330 524,474

TY 2024 OtherDecreasesSchedule
Name:
OLIVER & CUNNINGHAM FAM FDN-MAIN
EIN:
35-6013076
Description Amount
ROC ON CY SALES 79
PY RETURN OF CAPITAL ADJUSTMENT 2,422
TAX LOT BASIS ADJUSTMENT 340


TY 2024 OtherExpensesSchedule
Name:
OLIVER & CUNNINGHAM FAM FDN-MAIN
EIN:
35-6013076
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 605 605   0
OTHER EXPENSE (NON-DEDUCTIBLE 1 1   0


TY 2024 OtherIncreasesSchedule
Name:
OLIVER & CUNNINGHAM FAM FDN-MAIN
EIN:
35-6013076
Description Amount
MUTUAL FUND TIMING ADJ 1,006
PY PURCHASE OF ACCRUED INTEREST 1,691
ROUNDING 1


TY 2024 OtherProfessionalFeesSchedule
Name:
OLIVER & CUNNINGHAM FAM FDN-MAIN
EIN:
35-6013076
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 5,916 5,916    


TY 2024 TaxesSchedule
Name:
OLIVER & CUNNINGHAM FAM FDN-MAIN
EIN:
35-6013076
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 4,205 4,205   0
FEDERAL ESTIMATES - PRINCIPAL 4,307 0   0
FOREIGN TAXES ON NONQUALIFIED 674 674   0