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
ANZALONE CHARITABLE TRUST 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

32-6574081
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$6,361,809J 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) 200,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 165,767 164,778  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 110,694
b Gross sales price for all assets on line 6a 1,022,187
7 Capital gain net income (from Part IV, line 2)... 110,694
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)....... Click to see attachment
List of Attached Documents:
// Content
295    
12 Total. Add lines 1 through 11........ 476,756 275,472  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 71,324 64,191   7,132
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).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
6,881 6,881   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,089 3,356   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
54 54    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 82,348 74,482 0 7,132
25 Contributions, gifts, grants paid....... 292,690 292,690
26 Total expenses and disbursements. Add lines 24 and 25 375,038 74,482 0 299,822
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 101,718
b Net investment income (if negative, enter -0-) 200,990
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 240,552 239,013 239,013
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)....... 1,940,738 Click to see attachment
List of Attached Documents:
// Content
1,897,385 		2,846,626
c Investments—corporate bonds (attach schedule)....... 1,464,132 Click to see attachment
List of Attached Documents:
// Content
1,573,594 		1,503,419
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,726,494 Click to see attachment
List of Attached Documents:
// Content
1,762,924 		1,772,751
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) 5,371,916 5,472,916 6,361,809
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........ 5,371,916 5,472,916
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)..... 5,371,916 5,472,916
30 Total liabilities and net assets/fund balances (see instructions). 5,371,916 5,472,916
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
5,371,916
2
Enter amount from Part I, line 27a .....................
2
101,718
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,400
4
Add lines 1, 2, and 3 ..........................
4
5,477,034
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,118
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,472,916
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 24. ABBVIE INC   2021-06-30 2024-01-03
b 5. ADOBE SYS INC   2023-06-14 2024-01-03
c 96. ALPHABET INC CL C     2024-01-03
d 54. APPLE INC     2024-01-03
e 5. BLACKROCK INC   2021-04-01 2024-01-03
50. BLACKSTONE INC   2021-04-01 2024-01-03
16. BOEING CO   2021-06-30 2024-01-03
1. BOOKING HOLDINGS INC   2023-12-14 2024-01-03
4. BROADCOM INC   2020-11-04 2024-01-03
24. CELANESE CORP   2021-04-01 2024-01-03
56. CISCO SYSTEMS INC   2021-04-01 2024-01-03
87. CITIGROUP INC.   2021-04-01 2024-01-03
36. COGNIZANT TECH SOLUTIONS CRP COM   2021-04-01 2024-01-03
17. DIAGEO PLC - ADR   2021-04-01 2024-01-03
51. ELECTRONIC ARTS INC     2024-01-03
13. META PLATFORMS INC   2021-04-08 2024-01-03
35. JPMORGAN CHASE & CO   2021-04-01 2024-01-03
4. LAM RESEARCH CORP COM     2024-01-03
9. ELI LILLY & CO COM     2024-01-03
145. MANULIFE FINANCIAL CORP   2021-04-01 2024-01-03
10. MCDONALDS CORP   2023-12-14 2024-01-03
48. MICROSOFT CORP     2024-01-03
32. MONDELEZ INTERNATIONAL INC   2021-04-01 2024-01-03
22. NIKE INC CL B   2021-04-01 2024-01-03
35. RTX CORP     2024-01-03
316. REGIONS FINL CORP NEW     2024-01-03
5. SUNCOR ENERGY INC NEW F   2023-03-20 2024-01-03
68. SUNCOR ENERGY INC NEW F   2021-12-22 2024-01-03
17. TARGET CORP   2021-04-01 2024-01-03
37. TORONTO DOMINION BK ONT COM NEW     2024-01-03
79. TOTAL S.A. - ADR   2022-06-24 2024-01-03
49. UNILEVER PLC - ADR     2024-01-03
11. UNION PACIFIC CORP   2023-12-14 2024-01-03
20. UNITED PARCEL SERVICE-CL B     2024-01-03
10. UNITEDHEALTH GROUP INC   2023-12-14 2024-01-03
2. UNITEDHEALTH GROUP INC   2021-04-01 2024-01-03
9. VISA INC-CLASS A SHRS     2024-01-03
16. WASTE MANAGEMENT INC   2023-12-14 2024-01-03
20. EATON CORP PLC     2024-01-03
19. GARMIN LTD     2024-01-03
17. TE CONNECTIVITY LTD   2021-11-19 2024-01-03
33. MOBILEYE GLOBAL INC   2023-06-08 2024-01-04
8. BROOKFIELD CORP   2022-08-18 2024-01-08
14. UBER TECHNOLOGIES INC   2021-10-19 2024-01-10
30000. BANK OF MONTREAL 2.500% 6/28/24     2024-01-11
11. LVMH MOET HENNESSY UNSP ADR - ADR   2021-10-19 2024-01-11
30000. US TREASURY NOTE 2.500% 5/15/24     2024-01-11
2. BROOKFIELD CORP   2022-08-18 2024-01-16
4. SALESFORCE INC   2021-10-19 2024-01-18
3. LULULEMON ATHLETICA INC   2021-10-19 2024-01-24
5. CROWDSTRIKE HOLDINGS INC   2021-10-19 2024-01-25
26. ARM HOLDINGS PLC ADR   2023-09-15 2024-01-26
2. NVIDIA CORP   2021-10-19 2024-01-30
9. ALPHABET INC CL C   2021-10-13 2024-01-31
2. AUTODESK INC   2022-08-18 2024-02-07
7.00258 BROOKFIELD ASSET MANAGEMENT LT   2022-08-18 2024-02-07
3.99742 BROOKFIELD ASSET MANAGEMENT LT   2022-08-18 2024-02-07
8. CARMAX INC   2022-08-18 2024-02-07
8. COSTAR GROUP, INC     2024-02-07
3. FASTENAL CO   2022-08-18 2024-02-07
2. HILTON WORLDWIDE HOLDINGS IN   2023-09-13 2024-02-07
2. HILTON WORLDWIDE HOLDINGS IN   2022-08-18 2024-02-07
2. HOWARD HUGHES HOLDINGS INC   2022-08-18 2024-02-07
1. KKR & CO INC -A   2023-11-10 2024-02-07
4. KKR & CO INC -A   2022-08-18 2024-02-07
1. MOODYS CORP   2022-08-18 2024-02-07
1. O'REILLY AUTOMOTIVE INC   2023-10-27 2024-02-07
1. SHERWIN WILLIAMS CO   2023-10-03 2024-02-07
1. TRANSDIGM GROUP INC   2022-08-18 2024-02-07
7. ALPHABET INC CL C   2021-10-13 2024-02-08
24. ARM HOLDINGS PLC ADR     2024-02-14
34. UBER TECHNOLOGIES INC   2021-10-19 2024-02-14
1. PROGRESSIVE CORP OHIO   2023-10-16 2024-02-22
2. WIX.COM LTD   2022-08-18 2024-02-22
29. ALPHABET INC CL C   2021-10-13 2024-03-04
1. AUTODESK INC   2022-08-18 2024-03-04
2. COSTCO WHOLESALE CORP   2022-07-18 2024-03-04
1. KKR & CO INC -A   2022-08-18 2024-03-04
1. TRANSDIGM GROUP INC   2022-08-18 2024-03-04
1. VERISK ANALYTICS INC   2023-10-27 2024-03-04
6. ADVANCED MICRO DEVICES INC   2023-12-12 2024-03-06
2. VERISIGN INC COM   2022-08-18 2024-03-06
5. NVIDIA CORP   2021-10-19 2024-03-11
12. ADVANCED MICRO DEVICES INC     2024-03-15
7. TESLA INC   2021-10-19 2024-03-15
1. HILTON WORLDWIDE HOLDINGS IN   2022-08-18 2024-03-20
3. KKR & CO INC -A   2022-08-18 2024-03-20
3. MICROSOFT CORP   2023-11-21 2024-03-20
1. PROGRESSIVE CORP OHIO   2023-06-07 2024-03-20
2. COSTCO WHOLESALE CORP   2021-10-19 2024-03-22
27. ADVANCED MICRO DEVICES INC   2023-02-09 2024-03-25
21. APPLE INC   2020-08-06 2024-03-25
4. BROADCOM INC   2020-08-06 2024-03-25
122. DIAGEO PLC - ADR   2021-04-01 2024-03-25
8. HOME DEPOT INC     2024-03-25
134. NIKE INC CL B   2021-04-01 2024-03-25
30. EATON CORP PLC   2021-04-01 2024-03-25
6. MARRIOTT INTERNATIONAL INC CLASS A   2023-10-05 2024-03-26
5.00001 TESLA INC   2021-10-19 2024-03-26
7.99999 TESLA INC   2021-10-19 2024-03-26
9. UBER TECHNOLOGIES INC   2021-10-19 2024-03-27
930. VANGUARD LONG-TERM BOND ETF     2024-04-01
715. VANGUARD LONG-TERM BOND ETF   2023-01-23 2024-04-01
4. UNITEDHEALTH GROUP INC     2024-04-02
3. UNITEDHEALTH GROUP INC     2024-04-03
3. COGNEX CORP   2022-08-18 2024-04-04
1. TYLER TECHNOLOGIES INC   2024-01-08 2024-04-04
1. UNITEDHEALTH GROUP INC   2023-10-09 2024-04-11
10. UNITEDHEALTH GROUP INC   2021-10-19 2024-04-11
9. SALESFORCE INC     2024-04-16
11. AMERICAN TOWER CORP     2024-04-17
1. MARRIOTT INTERNATIONAL INC CLASS A   2023-10-05 2024-04-17
4. MARRIOTT INTERNATIONAL INC CLASS A   2021-11-01 2024-04-17
2. PROGRESSIVE CORP OHIO   2022-08-18 2024-04-19
224. ADYEN NV-UNSPON ADR     2024-04-26
4. COPART INC COM   2022-08-18 2024-05-02
1. COSTAR GROUP, INC   2023-11-10 2024-05-02
1. DOMINOS PIZZA INC   2022-08-18 2024-05-02
2. KKR & CO INC -A   2022-08-18 2024-05-02
13. ESTEE LAUDER COMPANIES INC   2024-03-06 2024-05-02
8. AMERICAN TOWER CORP     2024-05-06
8. NOVO NORDISK A/S - ADR     2024-05-06
1. NVIDIA CORP   2024-04-17 2024-05-08
3. NVIDIA CORP   2021-10-19 2024-05-08
2. MASTERCARD INC   2023-09-27 2024-05-09
4. VISA INC-CLASS A SHRS   2021-10-19 2024-05-09
4. AMERICAN TOWER CORP   2023-12-20 2024-05-13
6. AMERICAN TOWER CORP     2024-05-13
2. NVIDIA CORP   2021-10-19 2024-05-14
4. LULULEMON ATHLETICA INC   2021-10-19 2024-05-16
1. NVIDIA CORP   2021-10-19 2024-05-16
10. APPLE INC   2020-08-06 2024-05-20
3. ELI LILLY & CO COM   2020-11-04 2024-05-20
5. MICROSOFT CORP   2023-02-09 2024-05-20
2. NVIDIA CORP   2021-10-19 2024-05-20
33. STARBUCKS CORP COM   2023-06-14 2024-05-20
7. HOME DEPOT INC   2021-10-19 2024-05-22
5. LULULEMON ATHLETICA INC   2021-10-19 2024-05-22
1. AUTODESK INC   2022-08-18 2024-05-23
11. BROOKFIELD CORP   2022-08-18 2024-05-23
6. COPART INC COM   2022-08-18 2024-05-23
5. FASTENAL CO   2022-08-18 2024-05-23
8. LULULEMON ATHLETICA INC     2024-05-23
1. MOODYS CORP   2022-08-18 2024-05-23
1. PROGRESSIVE CORP OHIO   2022-08-18 2024-05-23
1. SBA COMMUNICATIONS CORP   2022-08-18 2024-05-23
1. VERISIGN INC COM   2022-08-18 2024-05-23
1. VERISK ANALYTICS INC   2022-08-18 2024-05-23
2. NVIDIA CORP   2021-10-19 2024-05-28
7. BROOKFIELD CORP   2022-08-18 2024-05-30
3. BROWN FORMAN CORP CL B   2022-08-18 2024-05-30
2. FASTENAL CO   2022-08-18 2024-05-30
1. PROGRESSIVE CORP OHIO   2022-08-18 2024-05-30
5. SALESFORCE INC   2021-12-01 2024-05-30
1. VERISIGN INC COM   2022-08-18 2024-05-30
4. SALESFORCE INC   2023-06-20 2024-05-31
10. SALESFORCE INC     2024-05-31
6. ADOBE SYS INC   2021-10-19 2024-06-03
3. AGILENT TECHNOLOGIES INC   2022-08-18 2024-06-06
1. HEICO CORP CL A   2024-03-20 2024-06-06
1. VERISK ANALYTICS INC   2022-08-18 2024-06-06
29. ADVANCED MICRO DEVICES INC     2024-06-11
1. BOOKING HOLDINGS INC   2023-12-14 2024-06-11
10. BOOKING HOLDINGS INC     2024-06-11
8. BROADCOM INC   2020-08-06 2024-06-11
130. ELECTRONIC ARTS INC   2021-04-01 2024-06-11
12. LAM RESEARCH CORP COM   2021-04-01 2024-06-11
28. EATON CORP PLC   2021-04-01 2024-06-11
23. GARMIN LTD   2021-04-01 2024-06-11
8. SNOWFLAKE INC     2024-06-17
16. ADVANCED MICRO DEVICES INC     2024-06-18
1. ANSYS INC   2022-08-18 2024-06-20
3. BROWN FORMAN CORP CL B   2023-11-10 2024-06-20
1. BROWN FORMAN CORP CL B   2022-08-18 2024-06-20
2. HEICO CORP CL A     2024-06-20
3. HOWARD HUGHES HOLDINGS INC   2022-08-18 2024-06-20
3. KKR & CO INC -A   2022-08-18 2024-06-20
14. LVMH MOET HENNESSY UNSP ADR - ADR   2021-10-19 2024-06-20
1. TRANSDIGM GROUP INC   2022-08-18 2024-06-20
4. CROWDSTRIKE HOLDINGS INC   2021-10-19 2024-06-24
21. NIKE INC CL B   2021-10-19 2024-06-28
11. NIKE INC CL B   2024-06-03 2024-07-01
15. NIKE INC CL B   2021-10-19 2024-07-01
6. AMAZON COM INC COM   2024-04-17 2024-07-03
2. AMAZON COM INC COM   2021-10-19 2024-07-03
3. MICROSOFT CORP   2024-04-17 2024-07-03
13. L'OREAL - ADR     2024-07-05
7. BROWN FORMAN CORP CL B   2023-10-27 2024-07-08
8. COPART INC COM   2022-08-18 2024-07-08
10. KKR & CO INC -A   2022-08-18 2024-07-08
5. PROGRESSIVE CORP OHIO   2022-08-18 2024-07-08
1. ROPER TECHNOLOGIES INC   2024-05-02 2024-07-08
2. VERISIGN INC COM   2022-08-18 2024-07-08
1. AON PLC   2022-08-18 2024-07-08
7. HUBSPOT INC     2024-07-11
6. CADENCE DESIGN SYSTEMS INC   2024-06-11 2024-07-17
8. LVMH MOET HENNESSY UNSP ADR - ADR   2021-10-19 2024-07-17
14. TJX COMPANIES INC   2021-10-19 2024-07-18
10. ADVANCED MICRO DEVICES INC   2023-04-28 2024-07-19
17. AGILENT TECHNOLOGIES INC   2022-08-18 2024-07-19
2. BROOKFIELD INFRASTRUCTURE-A   2022-08-26 2024-07-19
7. BROWN FORMAN CORP CL B     2024-07-19
2. CARMAX INC   2022-08-18 2024-07-19
5. ENOVIS CORP   2022-08-18 2024-07-19
4. HOWARD HUGHES HOLDINGS INC   2022-08-18 2024-07-19
10. NVIDIA CORP   2021-10-19 2024-07-19
1. ROPER TECHNOLOGIES INC   2022-08-18 2024-07-19
1. SUMMIT MATERIALS INC   2022-08-18 2024-07-19
1. TRANSDIGM GROUP INC   2022-08-18 2024-07-19
1. TYLER TECHNOLOGIES INC   2022-08-18 2024-07-19
1. VERISIGN INC COM   2022-08-18 2024-07-19
5. AON PLC     2024-07-19
.5 BERKLEY W R CORP   2024-07-08 2024-07-22
21. ADVANCED MICRO DEVICES INC     2024-07-23
4. ANALOG DEVICES INC   2024-06-18 2024-07-24
8. NVIDIA CORP   2021-10-19 2024-07-25
21. LVMH MOET HENNESSY UNSP ADR - ADR     2024-07-31
1. MONGODB INC   2023-09-01 2024-07-31
4. MONGODB INC   2023-07-18 2024-07-31
2. HOME DEPOT INC   2021-10-19 2024-08-01
7. TJX COMPANIES INC   2021-10-19 2024-08-02
12. AIRBNB INC     2024-08-07
11. KEYSIGHT TECHNOLOGIES INC     2024-08-07
1. AGILENT TECHNOLOGIES INC   2022-08-18 2024-08-08
8. BROOKFIELD CORP   2022-08-18 2024-08-08
7. BROOKFIELD INFRASTRUCTURE-A     2024-08-08
3. FASTENAL CO   2022-08-18 2024-08-08
1. HEICO CORP CL A   2023-08-30 2024-08-08
6. HOWARD HUGHES HOLDINGS INC   2022-08-18 2024-08-08
3. KKR & CO INC -A   2022-08-18 2024-08-08
2. PROGRESSIVE CORP OHIO   2022-08-18 2024-08-08
2. VERISIGN INC COM   2022-08-18 2024-08-08
4. HOME DEPOT INC   2021-10-19 2024-08-12
59. CHIPOTLE MEXICAN GRILL INC   2024-07-03 2024-08-14
38. CHIPOTLE MEXICAN GRILL INC     2024-08-16
1. AGILENT TECHNOLOGIES INC   2022-08-18 2024-08-22
4. BROOKFIELD ASSET MANAGEMENT LT   2022-08-18 2024-08-22
3. BROWN & BROWN INC   2024-02-07 2024-08-22
8. COGNEX CORP   2022-08-18 2024-08-22
2. FASTENAL CO   2022-08-18 2024-08-22
4. VERISIGN INC COM   2022-08-18 2024-08-22
.6667 SEAPORT ENTERTAINMENT GROUP IN   2022-08-18 2024-08-28
30000. LOWE'S COS INC 1.700% 10/15/30     2024-08-29
30000. US TREASURY NOTE 2.625% 3/31/25     2024-08-29
24. ASTRAZENECA PLC ADR     2024-09-05
3. ELI LILLY & CO COM   2021-10-19 2024-09-09
1. DEEMED REDEEMED ASML HOLDING NV ESCR   2024-01-25 2024-09-09
2. AGILENT TECHNOLOGIES INC     2024-09-11
5. AGILENT TECHNOLOGIES INC   2022-08-18 2024-09-11
1. COSTAR GROUP, INC   2023-11-10 2024-09-11
3. COSTAR GROUP, INC   2022-08-18 2024-09-11
1. HEICO CORP CL A   2022-08-18 2024-09-11
12. L'OREAL - ADR     2024-09-11
3. LIVE NATION ENT INC   2022-08-18 2024-09-11
1. MOODYS CORP   2022-08-18 2024-09-11
1. PROGRESSIVE CORP OHIO   2022-08-18 2024-09-11
1. VERISIGN INC COM   2022-08-18 2024-09-11
16. L'OREAL - ADR     2024-09-12
20. L'OREAL - ADR     2024-09-16
3. INTUITIVE SURGICAL INC     2024-09-23
15. KEYSIGHT TECHNOLOGIES INC     2024-09-23
18. ADVANCED MICRO DEVICES INC   2024-06-11 2024-09-25
32. ALPHABET INC CL C   2020-08-06 2024-09-25
47. BROADCOM INC   2020-08-06 2024-09-25
4. BROOKFIELD CORP   2022-08-18 2024-09-25
4. BROOKFIELD INFRASTRUCTURE-A   2022-08-18 2024-09-25
21. CELANESE CORP   2021-04-01 2024-09-25
10. META PLATFORMS INC     2024-09-25
1. HEICO CORP CL A   2022-08-18 2024-09-25
1. KKR & CO INC -A   2022-08-18 2024-09-25
1. PROGRESSIVE CORP OHIO   2022-08-18 2024-09-25
1. SBA COMMUNICATIONS CORP   2022-08-18 2024-09-25
433. TORONTO DOMINION BK ONT COM NEW     2024-09-25
1. VAIL RESORTS INC COM   2022-08-18 2024-09-25
2. VERISIGN INC COM   2022-08-18 2024-09-25
30. GARMIN LTD   2021-04-01 2024-09-25
2. SERVICENOW INC     2024-09-26
32. ASTRAZENECA PLC ADR     2024-10-07
40000. US TREASURY NOTE 2.625% 3/31/25     2024-10-08
20000. US TREASURY NOTE 2.250% 11/15/25   2021-09-21 2024-10-08
11. ALPHABET INC CL C   2024-07-23 2024-10-10
5. BROOKFIELD CORP   2022-08-18 2024-10-10
2. BROWN & BROWN INC     2024-10-10
1. ROPER TECHNOLOGIES INC   2022-08-18 2024-10-10
12. TESLA INC   2021-10-19 2024-10-11
3. INTUITIVE SURGICAL INC     2024-10-18
8. BROOKFIELD CORP   2022-08-18 2024-10-29
2. BROOKFIELD RENEWABLE COR-A   2022-08-18 2024-10-29
1. BROWN & BROWN INC   2023-12-06 2024-10-29
3. BROWN & BROWN INC     2024-10-29
1. HEICO CORP CL A   2022-08-18 2024-10-29
2. HYATT HOTELS CORP   2022-08-18 2024-10-29
2. KKR & CO INC -A   2022-08-18 2024-10-29
1. SBA COMMUNICATIONS CORP   2022-08-18 2024-10-29
1. TYLER TECHNOLOGIES INC   2022-08-18 2024-10-29
1. VERISIGN INC COM   2022-08-18 2024-10-29
1. VERISK ANALYTICS INC   2022-08-18 2024-10-29
19. ALPHABET INC CL C     2024-10-31
2. GOLDMAN SACHS GROUP INC   2024-10-14 2024-11-08
3. GOLDMAN SACHS GROUP INC     2024-11-08
16. TRADE DESK INC/THE     2024-11-13
3. VERTEX PHARMACEUTICALS INC COM   2024-07-18 2024-11-13
2. ELI LILLY & CO COM   2021-10-19 2024-11-14
8. VISA INC-CLASS A SHRS   2021-10-19 2024-11-14
2. AUTODESK INC   2024-07-08 2024-11-15
10. BROOKFIELD CORP   2022-08-18 2024-11-15
2. KKR & CO INC -A   2022-08-18 2024-11-15
11. SBA COMMUNICATIONS CORP   2022-08-18 2024-11-15
1. SHERWIN WILLIAMS CO   2024-07-19 2024-11-15
4. SHERWIN WILLIAMS CO   2023-10-03 2024-11-15
8. ANALOG DEVICES INC     2024-11-18
3. DEEMED REDEEMED ASML HOLDING NV ESCR   2024-01-18 2024-11-18
6. DEEMED REDEEMED ASML HOLDING NV ESCR     2024-11-18
80. NU HOLDINGS LTD/CAYMAN ISLANDS   2023-11-10 2024-11-19
105. NU HOLDINGS LTD/CAYMAN ISLANDS   2023-11-10 2024-11-20
11. ALPHABET INC CL C   2024-06-25 2024-11-21
12. ALPHABET INC CL C   2021-10-13 2024-11-21
9. VISA INC-CLASS A SHRS   2021-10-19 2024-11-21
2. FASTENAL CO   2022-08-18 2024-11-27
6. KKR & CO INC -A   2022-08-18 2024-11-27
1. ROPER TECHNOLOGIES INC   2022-08-18 2024-11-27
18. SUMMIT MATERIALS INC   2022-08-18 2024-11-27
1. TYLER TECHNOLOGIES INC   2022-08-18 2024-11-27
1. VERISIGN INC COM   2022-08-18 2024-11-27
14. BROADCOM INC     2024-12-04
16. BROADCOM INC   2024-03-11 2024-12-05
20000. BUNGE LTD FINANCE CO 1.630% 8/17/25   2022-04-04 2024-12-16
20000. CHEVRON CORP 1.554% 5/11/25   2021-09-21 2024-12-16
9. TRADE DESK INC/THE   2024-05-16 2024-12-16
3. AUTODESK INC   2022-08-18 2024-12-18
11. BROOKFIELD CORP   2022-08-18 2024-12-18
6. COPART INC COM   2024-09-25 2024-12-18
5. SBA COMMUNICATIONS CORP   2022-08-18 2024-12-18
10. SUMMIT MATERIALS INC   2022-08-18 2024-12-18
1. VERISIGN INC COM   2022-08-18 2024-12-18
5. ELI LILLY & CO COM   2021-10-19 2024-12-23
6. MONGODB INC     2024-12-23
4. MONGODB INC     2024-12-23
1. ADOBE SYS INC   2021-10-27 2024-12-24
3. ALPHABET INC CL C   2020-08-06 2024-12-24
1. ANALOG DEVICES INC   2024-06-11 2024-12-24
43. BLACKSTONE INC   2023-03-20 2024-12-24
1. BLACKROCK FUNDING INC/DE   2021-04-01 2024-12-24
2. BOEING CO   2023-12-14 2024-12-24
20. BROADCOM INC   2020-08-06 2024-12-24
6. CISCO SYSTEMS INC   2021-04-01 2024-12-24
16. CITIGROUP INC.   2021-04-01 2024-12-24
5. COGNIZANT TECH SOLUTIONS CRP COM   2021-04-01 2024-12-24
1. META PLATFORMS INC   2024-05-20 2024-12-24
1. HILTON WORLDWIDE HOLDINGS IN   2024-03-25 2024-12-24
1. HOME DEPOT INC   2023-12-14 2024-12-24
1. ELI LILLY & CO COM   2020-11-04 2024-12-24
320. MANULIFE FINANCIAL CORP   2021-04-01 2024-12-24
4. MCDONALDS CORP   2023-12-14 2024-12-24
5. MERCK & CO INC NEW   2024-05-20 2024-12-24
1. MICROSOFT CORP   2023-02-09 2024-12-24
78. REGIONS FINL CORP NEW   2024-03-25 2024-12-24
125. REGIONS FINL CORP NEW   2022-10-25 2024-12-24
12. SUNCOR ENERGY INC NEW F   2021-12-22 2024-12-24
6. TOTAL S.A. - ADR   2024-06-11 2024-12-24
6. UNILEVER PLC - ADR   2021-04-01 2024-12-24
1. UNITEDHEALTH GROUP INC   2023-10-08 2024-12-24
2. VISA INC-CLASS A SHRS   2021-11-06 2024-12-24
6. NETFLIX.COM INC     2024-12-26
3. MONGODB INC   2024-09-05 2024-12-27
6. MONGODB INC   2023-05-17 2024-12-27
(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 3,856   2,704 1,152
b 2,870   2,405 465
c 13,445   10,325 3,120
d 9,935   7,191 2,744
e 3,929   3,831 98
6,129   3,544 2,585
3,950   3,850 100
3,435   3,435  
4,267   1,465 2,802
3,581   3,624 -43
2,806   2,906 -100
4,625   6,351 -1,726
2,663   2,831 -168
2,408   2,845 -437
6,902   7,162 -260
4,499   4,050 449
5,980   5,373 607
2,949   2,561 388
5,504   1,364 4,140
3,134   3,146 -12
2,962   2,894 68
17,818   11,212 6,606
2,359   1,874 485
2,300   2,926 -626
3,016   2,885 131
5,972   6,901 -929
168   148 20
2,284   1,665 619
2,376   3,413 -1,037
2,347   2,454 -107
5,302   4,057 1,245
2,387   2,780 -393
2,670   2,674 -4
3,135   4,175 -1,040
5,418   5,302 116
1,084   737 347
2,321   2,026 295
2,866   2,830 36
4,672   2,845 1,827
2,375   2,528 -153
2,337   2,803 -466
996   1,361 -365
310   341 -31
858   660 198
29,603   30,542 -939
1,615   1,660 -45
29,723   29,816 -93
77   85 -8
1,101   1,176 -75
1,433   1,252 181
1,497   1,417 80
1,879   1,675 204
1,261   443 818
1,289   1,293 -4
516   460 56
276   283 -7
158   162 -4
580   794 -214
680   655 25
210   167 43
394   309 85
394   276 118
154   143 11
95   63 32
379   224 155
404   320 84
1,070   926 144
310   251 59
1,143   655 488
1,030   1,006 24
3,128   1,490 1,638
2,607   1,602 1,005
191   157 34
273   145 128
3,885   4,166 -281
260   230 30
1,526   1,049 477
99   56 43
1,173   655 518
241   225 16
1,258   817 441
385   409 -24
4,354   1,109 3,245
2,275   1,569 706
1,134   2,025 -891
209   138 71
291   168 123
1,263   1,116 147
206   130 76
1,478   927 551
4,867   2,293 2,574
3,585   2,335 1,250
5,395   1,310 4,085
17,803   20,420 -2,617
3,095   2,719 376
12,519   17,821 -5,302
9,403   4,186 5,217
1,519   1,163 356
919   1,446 -527
1,471   2,314 -843
695   424 271
65,988   69,778 -3,790
50,732   55,064 -4,332
1,826   2,152 -326
1,379   1,584 -205
123   142 -19
421   412 9
446   524 -78
4,456   4,256 200
2,476   2,591 -115
1,886   2,790 -904
240   194 46
960   648 312
428   255 173
2,809   3,740 -931
217   130 87
90   79 11
518   416 102
194   112 82
1,720   1,871 -151
1,428   1,888 -460
986   559 427
911   863 48
2,734   665 2,069
910   790 120
1,111   930 181
736   848 -112
1,104   1,316 -212
1,814   443 1,371
1,372   1,669 -297
953   222 731
1,915   1,112 803
2,330   454 1,876
2,123   1,339 784
1,897   443 1,454
2,581   3,326 -745
2,337   2,488 -151
1,500   2,086 -586
218   230 -12
490   469 21
322   196 126
329   279 50
2,402   2,945 -543
412   320 92
207   128 79
192   346 -154
173   205 -32
252   204 48
2,229   443 1,786
300   298 2
133   232 -99
129   112 17
204   128 76
1,094   1,332 -238
169   205 -36
868   845 23
2,170   2,329 -159
2,652   3,818 -1,166
402   420 -18
179   154 25
261   204 57
4,601   2,876 1,725
3,790   3,435 355
37,898   16,161 21,737
11,663   2,620 9,043
17,777   17,889 -112
11,978   7,650 4,328
8,941   3,907 5,034
3,708   3,046 662
1,011   2,884 -1,873
2,495   1,468 1,027
323   280 43
130   172 -42
43   77 -34
358   305 53
195   214 -19
333   168 165
2,143   2,113 30
1,344   655 689
1,523   1,134 389
1,598   3,307 -1,709
826   1,039 -213
1,126   2,362 -1,236
1,198   1,100 98
399   344 55
1,377   1,246 131
1,148   1,086 62
292   386 -94
434   261 173
1,049   560 489
1,054   638 416
555   509 46
352   409 -57
299   300 -1
3,489   3,690 -201
1,758   1,789 -31
1,214   1,207 7
1,572   897 675
1,520   877 643
2,227   2,382 -155
76   105 -29
301   381 -80
162   198 -36
230   289 -59
283   286 -3
1,191   222 969
568   433 135
39   31 8
1,247   655 592
522   404 118
177   205 -28
1,488   1,478 10
26   27 -1
3,262   1,808 1,454
911   935 -24
920   177 743
2,980   2,980  
246   404 -158
983   1,665 -682
723   711 12
783   448 335
1,344   2,063 -719
1,360   1,745 -385
136   140 -4
352   341 11
259   348 -89
199   167 32
180   137 43
413   410 3
334   168 166
435   255 180
354   409 -55
1,380   1,422 -42
3,075   3,635 -560
2,019   2,293 -274
140   140  
160   162 -2
310   237 73
315   380 -65
135   112 23
721   819 -98
22   19 3
25,526   27,145 -1,619
29,650   31,723 -2,073
1,992   1,783 209
2,704   725 1,979
744   878 -134
273   222 51
683   701 -18
78   79 -1
235   220 15
196   133 63
975   1,002 -27
291   291  
472   320 152
246   128 118
180   205 -25
1,290   1,330 -40
1,636   1,641 -5
1,466   1,001 465
2,272   2,329 -57
2,922   2,861 61
5,220   2,384 2,836
8,221   1,539 6,682
209   170 39
170   194 -24
2,731   3,171 -440
5,738   5,023 715
206   133 73
132   56 76
257   128 129
240   346 -106
27,269   28,457 -1,188
187   243 -56
365   409 -44
5,191   3,972 1,219
1,747   1,127 620
2,473   2,285 188
39,659   39,874 -215
19,589   21,273 -1,684
1,799   2,033 -234
264   213 51
207   153 54
542   433 109
2,653   3,471 -818
1,546   929 617
429   341 88
62   83 -21
106   74 32
317   208 109
194   133 61
313   192 121
279   112 167
232   346 -114
614   404 210
179   205 -26
264   204 60
3,345   3,509 -164
1,187   1,035 152
1,780   1,195 585
2,084   1,605 479
1,485   1,472 13
1,597   483 1,114
2,482   1,859 623
595   497 98
568   426 142
298   112 186
2,427   3,802 -1,375
383   323 60
1,531   1,003 528
1,666   1,858 -192
1,986   2,197 -211
3,972   3,867 105
1,083   684 399
1,402   898 504
1,820   2,023 -203
1,986   1,724 262
2,788   2,092 696
168   112 56
964   336 628
560   433 127
916   555 361
631   404 227
192   205 -13
2,393   1,857 536
2,746   2,050 696
19,591   18,991 600
19,749   20,530 -781
1,188   846 342
902   689 213
645   469 176
363   314 49
1,034   1,728 -694
507   308 199
195   205 -10
3,922   1,208 2,714
1,452   2,082 -630
968   1,565 -597
445   656 -211
591   224 367
216   236 -20
7,577   3,393 4,184
1,050   766 284
361   510 -149
4,767   655 4,112
357   311 46
1,136   1,168 -32
395   393 2
605   471 134
252   210 42
393   352 41
794   151 643
9,825   6,942 2,883
1,169   1,158 11
497   658 -161
438   268 170
1,852   1,565 287
2,968   2,636 332
423   294 129
325   414 -89
343   335 8
504   571 -67
641   442 199
5,537   4,230 1,307
714   877 -163
1,427   1,683 -256
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,152
b       465
c       3,120
d       2,744
e       98
      2,585
      100
       
      2,802
      -43
      -100
      -1,726
      -168
      -437
      -260
      449
      607
      388
      4,140
      -12
      68
      6,606
      485
      -626
      131
      -929
      20
      619
      -1,037
      -107
      1,245
      -393
      -4
      -1,040
      116
      347
      295
      36
      1,827
      -153
      -466
      -365
      -31
      198
      -939
      -45
      -93
      -8
      -75
      181
      80
      204
      818
      -4
      56
      -7
      -4
      -214
      25
      43
      85
      118
      11
      32
      155
      84
      144
      59
      488
      24
      1,638
      1,005
      34
      128
      -281
      30
      477
      43
      518
      16
      441
      -24
      3,245
      706
      -891
      71
      123
      147
      76
      551
      2,574
      1,250
      4,085
      -2,617
      376
      -5,302
      5,217
      356
      -527
      -843
      271
      -3,790
      -4,332
      -326
      -205
      -19
      9
      -78
      200
      -115
      -904
      46
      312
      173
      -931
      87
      11
      102
      82
      -151
      -460
      427
      48
      2,069
      120
      181
      -112
      -212
      1,371
      -297
      731
      803
      1,876
      784
      1,454
      -745
      -151
      -586
      -12
      21
      126
      50
      -543
      92
      79
      -154
      -32
      48
      1,786
      2
      -99
      17
      76
      -238
      -36
      23
      -159
      -1,166
      -18
      25
      57
      1,725
      355
      21,737
      9,043
      -112
      4,328
      5,034
      662
      -1,873
      1,027
      43
      -42
      -34
      53
      -19
      165
      30
      689
      389
      -1,709
      -213
      -1,236
      98
      55
      131
      62
      -94
      173
      489
      416
      46
      -57
      -1
      -201
      -31
      7
      675
      643
      -155
      -29
      -80
      -36
      -59
      -3
      969
      135
      8
      592
      118
      -28
      10
      -1
      1,454
      -24
      743
       
      -158
      -682
      12
      335
      -719
      -385
      -4
      11
      -89
      32
      43
      3
      166
      180
      -55
      -42
      -560
      -274
       
      -2
      73
      -65
      23
      -98
      3
      -1,619
      -2,073
      209
      1,979
      -134
      51
      -18
      -1
      15
      63
      -27
       
      152
      118
      -25
      -40
      -5
      465
      -57
      61
      2,836
      6,682
      39
      -24
      -440
      715
      73
      76
      129
      -106
      -1,188
      -56
      -44
      1,219
      620
      188
      -215
      -1,684
      -234
      51
      54
      109
      -818
      617
      88
      -21
      32
      109
      61
      121
      167
      -114
      210
      -26
      60
      -164
      152
      585
      479
      13
      1,114
      623
      98
      142
      186
      -1,375
      60
      528
      -192
      -211
      105
      399
      504
      -203
      262
      696
      56
      628
      127
      361
      227
      -13
      536
      696
      600
      -781
      342
      213
      176
      49
      -694
      199
      -10
      2,714
      -630
      -597
      -211
      367
      -20
      4,184
      284
      -149
      4,112
      46
      -32
      2
      134
      42
      41
      643
      2,883
      11
      -161
      170
      287
      332
      129
      -89
      8
      -67
      199
      1,307
      -163
      -256
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 110,694
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,794
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,794
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,794
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,112
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,112
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 1,682
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 arrowCA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright 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 		71,324    
100 N MAIN ST FL 5D4001-052
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
5,932,256
b
Average of monthly cash balances.......................
1b
244,633
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,176,889
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
6,176,889
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
92,653
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,084,236
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
304,212
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
304,212
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,794
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,794
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
301,418
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
301,418
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
301,418
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
299,822
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
299,822
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 7 301,418
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 38,178
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$ 299,822
a Applied to 2023, but not more than line 2a 38,178
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..... 261,644
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 .......... 		39,774
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMERICAN CANCER SOCIETY INC

270 PEACHTREE STREET NW SUITE 1300
ATLANTA,GA30303 		NONE PC GENERAL OPERATING 58,538

OAHU SPCA

PO BOX 861673
WAHIAWA,HI967868563 		NONE PC GENERAL OPERATING 29,269

SAN FRANCISCO SPCA

201 ALABAMA ST
SAN FRANCISCO,CA94103 		NONE PC GENERAL OPERATING 29,269

MEALS ON WHEELS OF SAN FRANCISCO INC

1375 FAIRFAX AVENUE
SAN FRANCISCO,CA94124 		NONE PC GENERAL OPERATING 29,269

PROJECT OPEN HAND

730 POLK STREET
SAN FRANCISCO,CA94109 		NONE PC GENERAL OPERATING 29,269

ON LOK INC

1333 BUSH STREET
SAN FRANCISCO,CA94109 		NONE PC GENERAL OPERATING 29,269

HONOLULU ACADEMY OF ARTS

900 SOUTH BERETANIA STREET
HONOLULU,HI96814 		NONE PC GENERAL OPERATING 29,269

LANAKILA PACIFIC

1809 BACHELOT STREET
HONOLULU,HI96817 		NONE PC GENERAL OPERATING 58,538
Total .................................right arrow 3a 292,690
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 ....     14 165,767  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 110,694  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 295  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   276,756  
13Total. Add line 12, columns (b), (d), and (e)..................
13
276,756
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
ANZALONE CHARITABLE TRUST MAIN
 
Employer identification number

32-6574081
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
ANZALONE CHARITABLE TRUST MAIN
  		Employer identification number
32-6574081
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
ANZALONE JOHN A POST 645 TRUST
100 N MAIN ST MAC D4001-117
 
WINSTON SALEM, NC27101

$ 200,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
ANZALONE CHARITABLE TRUST MAIN
  		Employer identification number

32-6574081
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
ANZALONE CHARITABLE TRUST MAIN
  		Employer identification number

32-6574081
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 InvestmentsCorpBondsSchedule
Name:
ANZALONE CHARITABLE TRUST MAIN
EIN:
32-6574081
Name of Bond End of Year Book Value End of Year Fair Market Value
25389JAR7 DIGITAL REALTY TRUST 31,574 29,162
693475AZ8 PNC FINANCIAL SERVIC 15,649 13,321
912828M56 US TREASURY NOTE 49,428 49,145
46625HRV4 JPMORGAN CHASE & CO 31,370 29,229
78016EZQ3 ROYAL BANK OF CANADA 24,001 23,918
29444UBL9 EQUINIX INC 14,692 13,511
9128286A3 US TREASURY NOTE 71,652 68,815
110122DP0 BRISTOL-MYERS SQUIBB 28,740 27,319
06367WMQ3 BANK OF MONTREAL    
9128285M8 US TREASURY NOTE 63,293 57,413
91282CBL4 US TREASURY NOTE 75,104 70,146
912828WJ5 US TREASURY NOTE 2.5    
00287YAQ2 ABBVIE INC 31,206 29,876
06051GGA1 BANK OF AMERICA CORP 30,773 28,913
61746BEF9 MORGAN STANLEY 31,269 29,453
14040HBN4 CAPITAL ONE FINANCIA 31,410 29,290
912828U24 US TREASURY NOTE 2.0 69,909 67,183
38148LAE6 GOLDMAN SACHS GROUP 31,825 29,890
126650DM9 CVS HEALTH CORP 28,275 27,183
9128286T2 US TREASURY NOTE 2.3 51,084 46,089
961214DW0 WESTPAC BANKING CORP 22,179 19,254
9128283W8 US TREASURY NOTE 72,293 66,840
036752AB9 ANTHEM INC 31,480 29,185
548661DY0 LOWE'S COS INC    
254687FL5 WALT DISNEY COMPANY/ 20,208 17,785
166764BW9 CHEVRON CORP    
9128286X3 US TREASURY NOTE 60,527 58,263
9128284F4 US TREASURY NOTE    
20030NCT6 COMCAST CORP 27,550 24,381
120568BB5 BUNGE LTD FINANCE CO    
91282CDY4 US TREASURY NOTE 1.8 93,968 92,520
9128282R0 US TREASURY NOTE 48,355 47,527
907818FU7 UNION PACIFIC CORP 27,712 25,899
023135CH7 AMAZON.COM INC 23,315 23,141
037833EV8 APPLE INC 18,578 19,514
67103HAL1 O'REILLY AUTOMOTIVE 27,020 28,981
91282CGQ8 US TREASURY NOTE 69,595 68,704
00206RGQ9 AT&T INC 14,644 14,527
09247XAT8 BLACKROCK INC 29,668 29,376
256677AP0 DOLLAR GENERAL CORP 20,188 19,640
26441CBT1 DUKE ENERGY CORP 18,845 19,053
30303M8L9 META PLATFORMS INC 19,922 20,026
458140CA6 INTEL CORP 19,270 18,205
494553AE0 KINDER MORGAN INC 20,396 19,695
91282CFV8 US TREASURY NOTE 4.1 14,785 14,630
91282CJJ1 US TREASURY NOTE 76,649 74,660
91282CJZ5 US TREASURY NOTE 59,888 57,442
927804GP3 VIRGINIA ELEC & POWE 25,305 24,315

TY 2024 InvestmentsCorpStockSchedule
Name:
ANZALONE CHARITABLE TRUST MAIN
EIN:
32-6574081
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K107 ALPHABET INC CL C 67,034 147,020
550021109 LULULEMON ATHLETICA    
594918104 MICROSOFT CORP 107,782 201,056
67066G104 NVIDIA CORP 8,031 66,071
09857L108 BOOKING HOLDINGS INC    
11135F101 BROADCOM INC 22,619 126,121
30303M102 META PLATFORMS INC 49,980 124,714
92826C839 VISA INC-CLASS A SHR 34,052 52,779
437076102 HOME DEPOT INC 28,154 33,842
037833100 APPLE INC 88,211 209,351
79466L302 SALESFORCE INC 7,400 9,027
532457108 ELI LILLY & CO COM 14,631 67,164
64110L106 NETFLIX INC 11,322 28,522
023135106 AMAZON COM INC COM 117,709 144,359
150870103 CELANESE CORP 28,583 15,434
46625H100 JPMORGAN CHASE & CO 40,024 62,564
654106103 NIKE INC CL B    
904767704 UNILEVER PLC - ADR 22,293 23,701
90353T100 UBER TECHNOLOGIES IN 5,933 8,264
571903202 MARRIOTT INTERNATION 2,372 4,184
883556102 THERMO FISHER SCIENT 19,312 21,329
09247X101 BLACKROCK INC    
192446102 COGNIZANT TECH SOLUT 17,844 17,764
872540109 TJX COMPANIES INC 2,160 4,470
48251W104 KKR & CO INC -A 6,105 16,122
907818108 UNION PACIFIC CORP 24,905 25,084
00287Y109 ABBVIE INC 18,347 29,498
502441306 LVMH MOET HENNESSY U    
285512109 ELECTRONIC ARTS INC    
867224107 SUNCOR ENERGY INC NE 25,457 40,818
833445109 SNOWFLAKE INC 7,979 5,250
57636Q104 MASTERCARD INC 12,860 18,430
25243Q205 DIAGEO PLC - ADR    
609207105 MONDELEZ INTERNATION 17,687 18,038
911312106 UNITED PARCEL SERVIC 34,832 27,238
22160K105 COSTCO WHOLESALE COR 7,942 14,660
87612E106 TARGET CORP 24,233 17,438
88339J105 TRADE DESK INC/THE 5,689 8,462
H84989104 TE CONNECTIVITY LTD    
17275R102 CISCO SYSTEMS INC 26,759 30,666
512807108 LAM RESEARCH CORP CO    
38141G104 GOLDMAN SACHS GROUP 3,133 5,154
891160509 TORONTO DOMINION BK    
00724F101 ADOBE INC 33,507 28,460
172967424 CITIGROUP INC. 42,060 42,445
88160R101 TESLA INC 16,138 23,827
91324P102 UNITEDHEALTH GROUP I 35,878 47,045
09260D107 BLACKSTONE INC 16,410 39,312
58933Y105 MERCK & CO INC NEW 23,998 30,142
94106L109 WASTE MANAGEMENT INC 17,181 25,829
46120E602 INTUITIVE SURGICAL I 4,190 7,829
H2906T109 GARMIN LTD 16,110 28,258
009066101 AIRBNB INC 8,397 7,228
56501R106 MANULIFE FINANCIAL C 20,851 31,508
75513E101 RTX CORP 21,885 32,864
89151E109 TOTALENERGIES SE -SP 34,325 35,970
G29183103 EATON CORP PLC 21,042 41,484
097023105 BOEING CO 46,486 42,303
443573100 HUBSPOT INC    
22788C105 CROWDSTRIKE HOLDINGS 7,213 9,580
217204106 COPART INC COM 8,618 15,381
43300A203 HILTON WORLDWIDE HOL 40,064 52,151
86614U100 SUMMIT MATERIALS INC    
778296103 ROSS STORES INC 1,610 2,118
615369105 MOODYS CORP 6,488 9,467
L7579L106 PERIMETER SOLUTIONS    
G0403H108 AON PLC    
194014502 ENOVIS CORP    
143130102 CARMAX INC 7,245 6,050
311900104 FASTENAL CO 2,791 3,596
M98068105 WIX.COM LTD 580 1,716
92532F100 VERTEX PHARMACEUTICA 8,344 9,665
570535104 MARKEL GROUP INC 6,335 8,631
743315103 PROGRESSIVE CORP OHI 8,939 11,262
929160109 VULCAN MATERIALS COM 8,576 11,575
115637209 BROWN FORMAN CORP CL    
526057104 LENNAR CORPORATION C 3,526 5,591
03990B101 ARES MANAGEMENT CORP 3,074 4,957
92345Y106 VERISK ANALYTICS INC 1,635 2,203
11271J107 BROOKFIELD CORP 10,712 16,488
11275Q107 BROOKFIELD INFRASTRU    
G0450A105 ARCH CAPITAL GROUP L 3,906 6,187
670100205 NOVO NORDISK A/S - A 6,198 9,548
573284106 MARTIN MARIETTA MATL 6,652 7,748
00846U101 AGILENT TECHNOLOGIES    
92343E102 VERISIGN INC COM 1,006 1,035
7591EP100 REGIONS FINL CORP NE 18,929 23,097
595017104 MICROCHIP TECHNOLOGY 4,394 3,498
580135101 MCDONALDS CORP 28,558 29,279
422806208 HEICO CORP CL A 10,420 14,700
67103H107 O'REILLY AUTOMOTIVE 15,323 23,716
366651107 GARTNER INC 5,487 7,752
538034109 LIVE NATION ENT INC 5,787 8,029
45168D104 IDEXX CORP 1,769 2,067
115236101 BROWN & BROWN INC 6,888 10,814
22160N109 COSTAR GROUP, INC 9,827 9,593
776696106 ROPER TECHNOLOGIES I 6,476 7,798
192422103 COGNEX CORP    
448579102 HYATT HOTELS CORP 1,826 2,983
11284V105 BROOKFIELD RENEWABLE    
12504L109 CBRE GROUP INC 5,300 8,140
25754A201 DOMINOS PIZZA INC 5,565 5,877
03662Q105 ANSYS INC 1,443 1,687
052769106 AUTODESK INC 2,987 3,842
113004105 BROOKFIELD ASSET MAN 2,250 3,143
58733R102 MERCADOLIBRE INC 9,380 13,604
893641100 TRANSDIGM GROUP INC 9,668 16,475
91879Q109 VAIL RESORTS INC COM 3,406 2,624
902252105 TYLER TECHNOLOGIES I 4,196 6,343
55354G100 MSCI INC 5,584 6,600
007903107 ADVANCED MICRO DEVIC 21,253 28,506
042068205 ARM HOLDINGS PLC ADR    
046353108 ASTRAZENECA PLC ADR 4,485 4,455
127387108 CADENCE DESIGN SYSTE 8,715 11,417
44267T102 HOWARD HUGHES HOLDIN    
49338L103 KEYSIGHT TECHNOLOGIE 17,461 17,187
502117203 L'OREAL - ADR    
531229755 LIBERTY MEDIA CORP-L 3,333 4,633
531229771 LIBERTY MEDIA CORP-L 1,309 1,681
60741F104 MOBILEYE GLOBAL INC    
60937P106 MONGODB INC    
697435105 PALO ALTO NETWORKS I 4,145 4,731
81762P102 SERVICENOW INC 5,974 12,721
824348106 SHERWIN WILLIAMS CO    
855244109 STARBUCKS CORP COM 21,675 19,528
941848103 WATERS CORP 2,125 2,597
G6683N103 NU HOLDINGS LTD/CAYM    
N07059210 ASML HOLDING NV-NY R    
00687A107 ADIDAS-AG ADR 5,954 5,967
031100100 AMETEK INC COM 2,178 2,343
032654105 ANALOG DEVICES INC 29,104 26,558
03831W108 APPLOVIN CORP 2,850 2,914
084423102 BERKLEY W R CORP 1,693 1,814
09290D101 BLACKROCK FUNDING IN 22,988 30,753
11276H106 BROOKFIELD INFRASTRU 8,982 8,762
11285B108 BROOKFIELD RENEWABLE 3,725 2,628
12510Q100 CCC INTELLIGENT SOLU 3,104 3,120
23804L103 DATADOG INC 5,270 6,144
252131107 DEXCOM INC 3,432 3,811
254687106 WALT DISNEY CO 12,047 12,360
28176E108 EDWARDS LIFESCIENCES 3,720 3,702
29362U104 ENTEGRIS INC 1,114 991
303250104 FAIR ISSAC, INC 7,475 9,955
339750101 FLOOR & DECOR HOLDIN 1,007 997
363576109 GALLAGHER ARTHUR J & 3,661 3,690
369604301 GENERAL ELECTRIC CO 6,582 6,672
384109104 GRACO INC 1,323 1,349
455793109 INDITEX-UNSPON ADR 3,173 2,730
512807306 LAM RESH CORP 20,963 25,353
571748102 MARSH & MCLENNAN COS 21,312 21,241
71385M107 PERIMETER SOLUTIONS 1,137 1,291
74275K108 PROCORE TECHNOLOGIES 1,947 1,798
78351F107 RYAN SPECIALTY HOLDI 1,028 962
922475108 VEEVA SYSTEMS INC 5,425 5,887
92338C103 VERALTO CORP 811 815
92537N108 VERTIV HOLDINGS LLC 5,072 5,226
931142103 WALMART INC 11,321 13,010
94106B101 WASTE CONNECTIONS IN 3,056 2,917
G3643J108 FLUTTER ENTERTAINMEN 2,148 2,068
G87052109 TE CONNECTIVITY PLC 19,966 21,160
L8681T102 SPOTIFY TECHNOLOGY S 4,535 4,474

TY 2024 InvestmentsOtherSchedule2
Name:
ANZALONE CHARITABLE TRUST MAIN
EIN:
32-6574081
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
74440Y884 PGIM HIGH YIELD-Q 10 AT COST 184,663 173,688
922908629 VANGUARD MIDCAP VIPE AT COST 188,801 296,882
03027X100 AMERICAN TOWER CORP      
78410G104 SBA COMMUNICATIONS C AT COST 1,547 1,019
381430107 GOLDMAN SACHS ACTIVE AT COST 158,293 155,064
46090F100 INVESCO OPTIMUM YIEL AT COST 233,775 188,966
46434G103 ISHARES CORE MSCI EM AT COST 98,563 110,550
464288281 ISHARES JP MORGAN US AT COST 406,011 346,455
46432F842 ISHARES CORE MSCI EA AT COST 291,810 296,300
72201R833 PIMCO ENHANCED SHORT AT COST 160,299 161,949
921937793 VANGUARD LONG-TERM B      
33739H101 FIRST TRUST GLOBAL T AT COST 39,162 41,878

TY 2024 OtherDecreasesSchedule
Name:
ANZALONE CHARITABLE TRUST MAIN
EIN:
32-6574081
Description Amount
MUTUAL FUND TIMING ADJ 912
CY PURCHASE OF ACCRUED INTEREST 904
ROC ON CY SALES 80
PY RETURN OF CAPITAL ADJUSTMENT 428
TAX LOT BASIS ADJUSTMENT 1,794


TY 2024 OtherExpensesSchedule
Name:
ANZALONE CHARITABLE TRUST MAIN
EIN:
32-6574081
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 54 54   0


TY 2024 OtherIncomeSchedule2
Name:
ANZALONE CHARITABLE TRUST MAIN
EIN:
32-6574081
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 295 0  


TY 2024 OtherIncreasesSchedule
Name:
ANZALONE CHARITABLE TRUST MAIN
EIN:
32-6574081
Description Amount
PY PURCHASE OF ACCRUED INTEREST 143
COST BASIS ADJ 3,257


TY 2024 OtherProfessionalFeesSchedule
Name:
ANZALONE CHARITABLE TRUST MAIN
EIN:
32-6574081
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 6,881 6,881    


TY 2024 TaxesSchedule
Name:
ANZALONE CHARITABLE TRUST MAIN
EIN:
32-6574081
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,976 2,976   0
FEDERAL ESTIMATES - PRINCIPAL 733 0   0
FOREIGN TAXES ON NONQUALIFIED 380 380   0