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
MILTON GEORGE & MARION CHAR-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

83-1857045
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$10,575,766J 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) 40,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 242,518 229,862  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 451,836
b Gross sales price for all assets on line 6a 1,640,765
7 Capital gain net income (from Part IV, line 2)... 451,836
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........ 734,354 681,698  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 104,736 94,262   10,474
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,485 0 0 1,485
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
13,395 13,395   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,590 7,331   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
116 116    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 128,322 115,104 0 11,959
25 Contributions, gifts, grants paid....... 447,700 447,700
26 Total expenses and disbursements. Add lines 24 and 25 576,022 115,104 0 459,659
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 158,332
b Net investment income (if negative, enter -0-) 566,594
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......... 199,497 424,243 424,243
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)....... 3,580,737 Click to see attachment
List of Attached Documents:
// Content
3,599,228 		6,530,326
c Investments—corporate bonds (attach schedule)....... 1,793,865 Click to see attachment
List of Attached Documents:
// Content
1,791,000 		1,688,891
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).......... 1,873,831 Click to see attachment
List of Attached Documents:
// Content
1,791,277 		1,932,306
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) 7,447,930 7,605,748 10,575,766
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........ 7,447,930 7,605,748
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)..... 7,447,930 7,605,748
30 Total liabilities and net assets/fund balances (see instructions). 7,447,930 7,605,748
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
7,447,930
2
Enter amount from Part I, line 27a .....................
2
158,332
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
6,299
4
Add lines 1, 2, and 3 ..........................
4
7,612,561
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
6,813
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,605,748
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 5. BROOKFIELD CORP   2023-09-13 2024-01-08
b 12. BROOKFIELD CORP     2024-01-08
c 3. BROOKFIELD CORP   2023-09-13 2024-01-16
d 5. AUTODESK INC     2024-02-07
e 15. BROOKFIELD ASSET MANAGEMENT LT     2024-02-07
6. BROOKFIELD ASSET MANAGEMENT LT     2024-02-07
9. CARMAX INC     2024-02-07
17. COSTAR GROUP, INC     2024-02-07
7. FASTENAL CO     2024-02-07
5. HILTON WORLDWIDE HOLDINGS IN     2024-02-07
3. HILTON WORLDWIDE HOLDINGS IN     2024-02-07
4. HOWARD HUGHES HOLDINGS INC   2020-01-06 2024-02-07
4. KKR & CO INC -A   2023-11-10 2024-02-07
7. KKR & CO INC -A   2020-01-10 2024-02-07
1. MARKEL HOLDINGS   2022-10-27 2024-02-07
1. MOODYS CORP   2020-01-06 2024-02-07
1. O'REILLY AUTOMOTIVE INC   2024-01-08 2024-02-07
2. SHERWIN WILLIAMS CO   2023-10-03 2024-02-07
1. TRANSDIGM GROUP INC   2020-01-03 2024-02-07
110. ALPHABET INC CL C   2020-05-19 2024-02-12
70. APPLE INC     2024-02-12
15. BLACKROCK INC   2020-05-19 2024-02-12
15. BROADCOM INC     2024-02-12
205. CITIGROUP INC.   2019-12-18 2024-02-12
25. META PLATFORMS INC   2021-04-21 2024-02-12
65. JPMORGAN CHASE & CO   2017-11-05 2024-02-12
20. LAM RESEARCH CORP COM   2023-02-09 2024-02-12
35. ELI LILLY & CO COM   2020-11-04 2024-02-12
55. MICROSOFT CORP     2024-02-12
225. UNILEVER PLC - ADR     2024-02-12
40. EATON CORP PLC   2022-08-22 2024-02-12
105. TE CONNECTIVITY LTD     2024-02-12
35000. BANK OF MONTREAL 2.500% 6/28/24     2024-02-15
15000. US TREASURY NOTE 2.500% 5/15/24   2018-11-29 2024-02-15
1. MARTIN MARIETTA MATLS INC COM   2023-01-09 2024-02-22
1. PROGRESSIVE CORP OHIO   2023-10-16 2024-02-22
1. PROGRESSIVE CORP OHIO   2023-02-06 2024-02-22
3. WIX.COM LTD   2019-12-30 2024-02-22
1. KKR & CO INC -A   2020-01-10 2024-03-04
1. TRANSDIGM GROUP INC   2019-12-30 2024-03-04
1. VERISK ANALYTICS INC   2023-10-27 2024-03-04
1. VERISK ANALYTICS INC   2020-01-06 2024-03-04
1. MOODYS CORP   2019-12-30 2024-03-06
2. VERISIGN INC COM   2023-09-22 2024-03-06
3. VERISIGN INC COM     2024-03-06
2. AUTODESK INC   2020-01-03 2024-03-20
1. HILTON WORLDWIDE HOLDINGS IN   2022-05-31 2024-03-20
7. KKR & CO INC -A     2024-03-20
1. PROGRESSIVE CORP OHIO   2023-06-07 2024-03-20
1. PROGRESSIVE CORP OHIO   2022-11-23 2024-03-20
150. ADVANCED MICRO DEVICES INC   2023-02-09 2024-03-25
405. DIAGEO PLC - ADR     2024-03-25
520. NIKE INC CL B     2024-03-25
85. EATON CORP PLC     2024-03-25
8. COGNEX CORP     2024-04-04
1. TYLER TECHNOLOGIES INC   2021-02-17 2024-04-04
3. PROGRESSIVE CORP OHIO   2023-06-07 2024-04-19
7. COPART INC COM     2024-05-02
1. COSTAR GROUP, INC   2023-12-26 2024-05-02
1. DOMINOS PIZZA INC   2021-11-12 2024-05-02
4. KKR & CO INC -A   2019-12-30 2024-05-02
1. PROGRESSIVE CORP OHIO   2022-11-09 2024-05-02
1. TRANSDIGM GROUP INC   2019-12-30 2024-05-02
1. AUTODESK INC   2019-12-30 2024-05-23
22. BROOKFIELD CORP     2024-05-23
13. COPART INC COM   2022-02-02 2024-05-23
9. FASTENAL CO     2024-05-23
25000. LOWE'S COS INC 1.700% 10/15/30   2023-07-31 2024-05-23
1. MOODYS CORP   2019-12-30 2024-05-23
2. PROGRESSIVE CORP OHIO     2024-05-23
2. SBA COMMUNICATIONS CORP     2024-05-23
50000. US TREASURY NOTE 2.625% 3/31/25     2024-05-23
2. VERISIGN INC COM   2020-01-06 2024-05-23
2. VERISK ANALYTICS INC   2020-01-03 2024-05-23
6. BROOKFIELD CORP     2024-05-30
8. BROOKFIELD CORP   2023-01-09 2024-05-30
6. BROWN FORMAN CORP CL B   2023-11-10 2024-05-30
5. FASTENAL CO   2019-12-30 2024-05-30
1. PROGRESSIVE CORP OHIO   2022-10-27 2024-05-30
1. TRANSDIGM GROUP INC   2019-12-30 2024-05-30
2. VERISIGN INC COM   2021-01-06 2024-05-30
8. AGILENT TECHNOLOGIES INC     2024-06-06
2. HEICO CORP CL A   2024-03-20 2024-06-06
1. HILTON WORLDWIDE HOLDINGS IN   2022-05-31 2024-06-06
1. VERISK ANALYTICS INC   2020-01-03 2024-06-06
4. BOOKING HOLDINGS INC   2023-06-14 2024-06-11
30. BOOKING HOLDINGS INC     2024-06-11
29. BROADCOM INC   2019-12-12 2024-06-11
470. ELECTRONIC ARTS INC     2024-06-11
25. LAM RESEARCH CORP COM     2024-06-11
95. EATON CORP PLC   2021-02-10 2024-06-11
130. GARMIN LTD     2024-06-11
1. ANSYS INC   2020-01-06 2024-06-20
7. BROWN FORMAN CORP CL B   2020-03-11 2024-06-20
4. HEICO CORP CL A     2024-06-20
5. HOWARD HUGHES HOLDINGS INC     2024-06-20
5. KKR & CO INC -A   2019-12-30 2024-06-20
2. PROGRESSIVE CORP OHIO   2022-03-31 2024-06-20
1. VERISK ANALYTICS INC   2020-01-03 2024-06-20
70. ABBVIE INC   2021-10-13 2024-07-02
65. ALPHABET INC CL C   2020-05-19 2024-07-02
150. APPLE INC     2024-07-02
65. BOEING CO     2024-07-02
10. BROADCOM INC   2019-12-12 2024-07-02
185. CITIGROUP INC.     2024-07-02
25. META PLATFORMS INC   2024-03-25 2024-07-02
55. JPMORGAN CHASE & CO   2017-11-05 2024-07-02
15. ELI LILLY & CO COM   2020-11-04 2024-07-02
135. MERCK & CO INC NEW     2024-07-02
80. MICROSOFT CORP     2024-07-02
175. MONDELEZ INTERNATIONAL INC   2017-11-05 2024-07-02
115. RTX CORP   2019-12-12 2024-07-02
370. SUNCOR ENERGY INC NEW F     2024-07-02
25. THERMO FISHER SCIENTIFIC INC   2023-06-14 2024-07-02
215. TORONTO DOMINION BK ONT COM NEW   2023-02-09 2024-07-02
14. BROWN FORMAN CORP CL B   2023-10-27 2024-07-08
15. COPART INC COM     2024-07-08
20. KKR & CO INC -A   2019-12-30 2024-07-08
9. PROGRESSIVE CORP OHIO     2024-07-08
2. ROPER TECHNOLOGIES INC     2024-07-08
1. ROPER TECHNOLOGIES INC   2021-07-29 2024-07-08
2. TRANSDIGM GROUP INC   2019-12-30 2024-07-08
3. VERISIGN INC COM     2024-07-08
3. AON PLC     2024-07-08
33. AGILENT TECHNOLOGIES INC     2024-07-19
4. BROOKFIELD INFRASTRUCTURE-A   2023-05-12 2024-07-19
15. BROWN FORMAN CORP CL B     2024-07-19
4. CARMAX INC     2024-07-19
11. ENOVIS CORP   2020-03-11 2024-07-19
9. HOWARD HUGHES HOLDINGS INC     2024-07-19
1. ROPER TECHNOLOGIES INC   2022-04-07 2024-07-19
9. SUMMIT MATERIALS INC     2024-07-19
1. TRANSDIGM GROUP INC   2019-12-30 2024-07-19
1. TYLER TECHNOLOGIES INC   2021-02-17 2024-07-19
2. VERISIGN INC COM   2020-01-03 2024-07-19
9. AON PLC     2024-07-19
2. AGILENT TECHNOLOGIES INC     2024-08-08
16. BROOKFIELD CORP     2024-08-08
15. BROOKFIELD INFRASTRUCTURE-A     2024-08-08
5. FASTENAL CO   2019-12-30 2024-08-08
1. HEICO CORP CL A   2023-05-03 2024-08-08
12. HOWARD HUGHES HOLDINGS INC     2024-08-08
6. KKR & CO INC -A   2019-12-30 2024-08-08
1. O'REILLY AUTOMOTIVE INC   2022-05-10 2024-08-08
4. PROGRESSIVE CORP OHIO     2024-08-08
1. SEAPORT ENTERTAINMENT GROUP IN     2024-08-08
5. VERISIGN INC COM     2024-08-08
2. AGILENT TECHNOLOGIES INC     2024-08-22
8. BROOKFIELD ASSET MANAGEMENT LT     2024-08-22
4. BROWN & BROWN INC   2024-02-07 2024-08-22
16. COGNEX CORP     2024-08-22
5. FASTENAL CO   2019-12-30 2024-08-22
1. TYLER TECHNOLOGIES INC   2021-10-06 2024-08-22
7. VERISIGN INC COM   2019-12-30 2024-08-22
.3333 SEAPORT ENTERTAINMENT GROUP IN   2020-03-11 2024-08-28
25000. CHEVRON CORP 1.554% 5/11/25   2020-06-05 2024-08-29
25000. US TREASURY NOTE 2.625% 3/31/25     2024-08-29
4. AGILENT TECHNOLOGIES INC     2024-09-11
10. AGILENT TECHNOLOGIES INC   2020-11-25 2024-09-11
1. CARMAX INC   2022-04-07 2024-09-11
8. COSTAR GROUP, INC   2021-07-12 2024-09-11
1. DOMINOS PIZZA INC   2022-02-28 2024-09-11
2. HEICO CORP CL A   2023-05-03 2024-09-11
6. LIVE NATION ENT INC     2024-09-11
1. MOODYS CORP   2019-12-30 2024-09-11
2. PROGRESSIVE CORP OHIO   2020-03-11 2024-09-11
1. TYLER TECHNOLOGIES INC   2021-06-21 2024-09-11
4. VERISIGN INC COM   2019-12-30 2024-09-11
115. BROADCOM INC   2019-12-12 2024-09-25
9. BROOKFIELD CORP   2023-06-20 2024-09-25
7. BROOKFIELD INFRASTRUCTURE-A   2021-09-03 2024-09-25
2. HEICO CORP CL A   2021-11-11 2024-09-25
4. KKR & CO INC -A   2019-12-30 2024-09-25
2. PROGRESSIVE CORP OHIO   2020-03-11 2024-09-25
4. SBA COMMUNICATIONS CORP     2024-09-25
1335. TORONTO DOMINION BK ONT COM NEW     2024-09-25
2. VAIL RESORTS INC COM     2024-09-25
1. VERISIGN INC COM   2023-10-27 2024-09-25
2. VERISIGN INC COM   2019-12-30 2024-09-25
120. GARMIN LTD   2022-12-06 2024-09-25
15000. BUNGE LTD FINANCE CO 1.630% 8/17/25   2022-02-15 2024-10-09
10000. CHEVRON CORP 1.554% 5/11/25   2020-06-05 2024-10-09
80000. US TREASURY NOTE 2.250% 11/15/25     2024-10-09
9. BROOKFIELD CORP     2024-10-10
5. BROWN & BROWN INC     2024-10-10
2. ROPER TECHNOLOGIES INC     2024-10-10
195. BLACKSTONE INC     2024-10-22
80. BROADCOM INC   2019-12-12 2024-10-22
955. MANULIFE FINANCIAL CORP     2024-10-22
17. BROOKFIELD CORP     2024-10-29
6. BROOKFIELD RENEWABLE COR-A   2021-01-15 2024-10-29
3. BROWN & BROWN INC   2023-12-06 2024-10-29
5. BROWN & BROWN INC     2024-10-29
3. HEICO CORP CL A   2021-11-11 2024-10-29
3. HYATT HOTELS CORP   2019-12-30 2024-10-29
2. KKR & CO INC -A   2019-12-30 2024-10-29
1. PROGRESSIVE CORP OHIO   2020-03-11 2024-10-29
1. ROPER TECHNOLOGIES INC   2021-11-29 2024-10-29
1. SBA COMMUNICATIONS CORP   2020-01-03 2024-10-29
1. TYLER TECHNOLOGIES INC   2021-06-11 2024-10-29
2. VERISIGN INC COM   2023-10-27 2024-10-29
2. VERISK ANALYTICS INC     2024-10-29
3. AUTODESK INC   2024-07-08 2024-11-15
21. BROOKFIELD CORP   2023-03-08 2024-11-15
6. KKR & CO INC -A   2019-12-30 2024-11-15
22. SBA COMMUNICATIONS CORP     2024-11-15
1. SHERWIN WILLIAMS CO   2024-07-19 2024-11-15
8. SHERWIN WILLIAMS CO   2023-10-03 2024-11-15
1903.018 INV OPP DEVELOP MRKTS-R6 7038     2024-11-26
4. FASTENAL CO   2019-12-30 2024-11-27
1. HILTON WORLDWIDE HOLDINGS IN   2024-08-08 2024-11-27
10. KKR & CO INC -A   2019-12-30 2024-11-27
1. O'REILLY AUTOMOTIVE INC   2021-02-10 2024-11-27
1. ROPER TECHNOLOGIES INC   2021-09-15 2024-11-27
35. SUMMIT MATERIALS INC     2024-11-27
1. TYLER TECHNOLOGIES INC   2021-06-11 2024-11-27
3. VERISIGN INC COM   2020-03-11 2024-11-27
1. WIX.COM LTD   2019-12-30 2024-11-27
60000. US TREASURY NOTE 2.625% 1/31/26     2024-12-16
6. AUTODESK INC   2019-12-30 2024-12-18
21. BROOKFIELD CORP     2024-12-18
10. COPART INC COM   2024-09-25 2024-12-18
10. SBA COMMUNICATIONS CORP     2024-12-18
20. SUMMIT MATERIALS INC   2020-03-11 2024-12-18
1. VERISIGN INC COM   2020-03-11 2024-12-18
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 194   176 18
b 465   445 20
c 116   106 10
d 1,290   929 361
e 591   591  
237   216 21
652   1,133 -481
1,445   1,536 -91
490   354 136
985   760 225
591   452 139
308   497 -189
379   252 127
663   210 453
1,443   1,168 275
404   240 164
1,070   922 148
621   502 119
1,143   570 573
16,403   7,641 8,762
13,099   9,373 3,726
12,032   7,655 4,377
18,948   5,069 13,879
11,105   16,002 -4,897
11,741   7,502 4,239
11,434   6,575 4,859
18,188   10,563 7,625
25,610   5,301 20,309
22,860   14,595 8,265
11,351   13,357 -2,006
10,903   5,920 4,983
15,082   16,367 -1,285
34,615   35,594 -979
14,897   14,708 189
546   350 196
191   157 34
191   138 53
410   363 47
99   30 69
1,173   559 614
241   225 16
241   151 90
388   238 150
385   401 -16
577   609 -32
516   372 144
209   140 69
678   204 474
206   130 76
206   131 75
27,036   12,738 14,298
59,101   55,153 3,948
48,581   43,640 4,941
26,642   11,554 15,088
327   681 -354
421   465 -44
642   390 252
380   230 150
90   87 3
518   512 6
387   116 271
209   128 81
1,270   559 711
218   183 35
980   769 211
697   426 271
593   414 179
20,204   20,095 109
412   238 174
414   253 161
384   670 -286
48,932   51,823 -2,891
347   401 -54
504   302 202
257   205 52
342   273 69
266   343 -77
323   185 138
204   125 79
1,313   559 754
339   401 -62
1,071   1,158 -87
358   309 49
204   140 64
261   151 110
15,159   10,404 4,755
113,695   51,668 62,027
42,278   9,389 32,889
64,271   49,352 14,919
24,954   9,676 15,278
30,336   11,561 18,775
20,958   14,427 6,531
323   253 70
304   395 -91
716   592 124
326   617 -291
555   145 410
419   232 187
268   151 117
11,663   7,614 4,049
12,126   4,515 7,611
33,001   19,186 13,815
12,050   22,635 -10,585
16,523   3,237 13,286
11,942   13,176 -1,234
12,723   12,643 80
11,401   5,563 5,838
13,564   2,272 11,292
17,238   13,900 3,338
36,690   17,626 19,064
11,532   7,149 4,383
11,544   10,722 822
14,252   11,103 3,149
13,394   13,095 299
11,778   14,814 -3,036
583   773 -190
814   485 329
2,098   581 1,517
1,897   896 1,001
1,109   1,010 99
555   491 64
2,537   1,118 1,419
528   597 -69
896   768 128
4,323   4,257 66
151   182 -31
644   817 -173
323   415 -92
507   499 8
638   856 -218
568   485 83
348   210 138
1,247   559 688
522   465 57
353   393 -40
2,679   1,785 894
273   239 34
705   529 176
555   657 -102
332   185 147
180   137 43
826   750 76
667   174 493
1,119   615 504
870   362 508
27   23 4
884   974 -90
281   235 46
320   250 70
414   317 97
631   930 -299
337   185 152
577   460 117
1,262   1,343 -81
11   12 -1
24,426   25,807 -1,381
24,708   24,975 -267
546   445 101
1,366   1,155 211
74   97 -23
628   688 -60
407   432 -25
392   274 118
581   590 -9
472   238 234
493   150 343
582   446 136
721   768 -47
20,115   3,723 16,392
469   296 173
297   299 -2
412   273 139
528   116 412
513   150 363
962   1,057 -95
84,075   58,120 25,955
374   506 -132
183   191 -8
365   384 -19
20,762   11,257 9,505
14,601   14,549 52
9,829   10,323 -494
78,325   80,741 -2,416
475   296 179
518   385 133
1,085   966 119
32,746   15,767 16,979
14,355   2,590 11,765
28,669   13,622 15,047
912   555 357
186   341 -155
317   221 96
529   366 163
583   410 173
469   271 198
279   58 221
243   75 168
550   479 71
232   240 -8
614   430 184
358   382 -24
529   298 231
892   746 146
1,193   683 510
895   174 721
4,853   5,266 -413
383   323 60
3,062   2,006 1,056
73,628   71,878 1,750
336   148 188
250   206 44
1,606   290 1,316
1,238   454 784
560   475 85
1,781   726 1,055
631   430 201
577   540 37
221   121 100
58,920   61,877 -2,957
1,804   1,100 704
1,232   678 554
606   523 83
2,067   2,390 -323
1,014   277 737
195   180 15
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
      553
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       18
b       20
c       10
d       361
e        
      21
      -481
      -91
      136
      225
      139
      -189
      127
      453
      275
      164
      148
      119
      573
      8,762
      3,726
      4,377
      13,879
      -4,897
      4,239
      4,859
      7,625
      20,309
      8,265
      -2,006
      4,983
      -1,285
      -979
      189
      196
      34
      53
      47
      69
      614
      16
      90
      150
      -16
      -32
      144
      69
      474
      76
      75
      14,298
      3,948
      4,941
      15,088
      -354
      -44
      252
      150
      3
      6
      271
      81
      711
      35
      211
      271
      179
      109
      174
      161
      -286
      -2,891
      -54
      202
      52
      69
      -77
      138
      79
      754
      -62
      -87
      49
      64
      110
      4,755
      62,027
      32,889
      14,919
      15,278
      18,775
      6,531
      70
      -91
      124
      -291
      410
      187
      117
      4,049
      7,611
      13,815
      -10,585
      13,286
      -1,234
      80
      5,838
      11,292
      3,338
      19,064
      4,383
      822
      3,149
      299
      -3,036
      -190
      329
      1,517
      1,001
      99
      64
      1,419
      -69
      128
      66
      -31
      -173
      -92
      8
      -218
      83
      138
      688
      57
      -40
      894
      34
      176
      -102
      147
      43
      76
      493
      504
      508
      4
      -90
      46
      70
      97
      -299
      152
      117
      -81
      -1
      -1,381
      -267
      101
      211
      -23
      -60
      -25
      118
      -9
      234
      343
      136
      -47
      16,392
      173
      -2
      139
      412
      363
      -95
      25,955
      -132
      -8
      -19
      9,505
      52
      -494
      -2,416
      179
      133
      119
      16,979
      11,765
      15,047
      357
      -155
      96
      163
      173
      198
      221
      168
      71
      -8
      184
      -24
      231
      146
      510
      721
      -413
      60
      1,056
      1,750
      188
      44
      1,316
      784
      85
      1,055
      201
      37
      100
      -2,957
      704
      554
      83
      -323
      737
      15
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 451,836
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 7,876
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 7,876
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 7,876
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,488
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 1,488
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 6,388
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 arrowCO
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 		104,736    
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
9,970,731
b
Average of monthly cash balances.......................
1b
333,211
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
10,303,942
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
10,303,942
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
154,559
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,149,383
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
507,469
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
507,469
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
7,876
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,876
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
499,593
4
Recoveries of amounts treated as qualifying distributions................
4
3,700
5
Add lines 3 and 4............................
5
503,293
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
503,293
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
459,659
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
459,659
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 7 503,293
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 437,720
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 459,659
a Applied to 2023, but not more than line 2a 437,720
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 21,939
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 .......... 		481,354
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

THE ENGLISH SPEAKING UNION OF US

7104 E 6TH AVENUE PARKWAY
DENVER,CO802205533 		NONE PC GENERAL OPERATING 88,800

LUTHERAN MEDICAL CENTER FDN

8300 W 38TH AVE
WHEAT RIDGE,CO80033 		NONE PC GENERAL OPERATING 44,400

DENVER WORLD AFFAIRS COUNCIL

3607 MARTIN LUTHER KING BLVD
DENVER,CO802054976 		NONE PC GENERAL OPERATING 88,800

AMERICAN FILM INSTITUTE INC

2021 N WESTERN AVE
LOS ANGELES,CA90027 		NONE PC GENERAL OPERATING 44,400

PLANED PARENTHOOD OF ROCKY MTS

7155 E 38TH AVE
DENVER,CO80207 		NONE PC GENERAL OPERATING 44,400

DENVER DUMB FRIENDS LEAGUE

2080 S QUEBEC ST
DENVER,CO80231 		NONE PC GENERAL OPERATING 88,800

UNIVERSITY OF COLO FOUNDATION

1800 GRANT ST STE 725
DENVER,CO80203 		NONE PC GENERAL OPERATING 48,100
Total .................................right arrow 3a 447,700
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 ....     14 242,518  
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 ............ 		    18 451,836  
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) ..   694,354  
13Total. Add line 12, columns (b), (d), and (e)..................
13
694,354
(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
MILTON GEORGE & MARION CHAR-MAIN
 
Employer identification number

83-1857045
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
MILTON GEORGE & MARION CHAR-MAIN
  		Employer identification number
83-1857045
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
MILTON MARION H POST 645 TR- MAIN
PO BOX 505 MAC H0006-092
 
SAINT LOUIS, MO63166

$ 40,000


(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
MILTON GEORGE & MARION CHAR-MAIN
  		Employer identification number

83-1857045
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
MILTON GEORGE & MARION CHAR-MAIN
  		Employer identification number

83-1857045
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 AccountingFeesSchedule
Name:
MILTON GEORGE & MARION CHAR-MAIN
EIN:
83-1857045
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,485     1,485

TY 2024 InvestmentsCorpBondsSchedule
Name:
MILTON GEORGE & MARION CHAR-MAIN
EIN:
83-1857045
Name of Bond End of Year Book Value End of Year Fair Market Value
036752AB9 ANTHEM INC 41,135 38,913
912828M56 US TREASURY NOTE    
14040HBN4 CAPITAL ONE FINANCIA 38,463 34,172
06367WMQ3 BANK OF MONTREAL    
912828WJ5 US TREASURY NOTE 2.5    
25389JAR7 DIGITAL REALTY TRUST 37,024 34,023
29444UBL9 EQUINIX INC 30,134 27,022
912828U24 US TREASURY NOTE 2.0 78,994 76,781
9128283W8 US TREASURY NOTE 88,099 81,162
06051GGA1 BANK OF AMERICA CORP 37,645 33,732
38148LAE6 GOLDMAN SACHS GROUP 35,376 34,872
9128286X3 US TREASURY NOTE 80,357 77,684
9128286T2 US TREASURY NOTE 2.3 87,838 78,350
961214DW0 WESTPAC BANKING CORP 30,132 28,881
166764BW9 CHEVRON CORP    
9128285M8 US TREASURY NOTE 81,133 71,767
254687FL5 WALT DISNEY COMPANY/ 48,476 44,462
46625HRV4 JPMORGAN CHASE & CO 51,418 48,715
9128286A3 US TREASURY NOTE 15,202 14,746
9128284F4 US TREASURY NOTE    
61746BEF9 MORGAN STANLEY 39,951 34,362
91282CBL4 US TREASURY NOTE 90,700 82,525
00287YAQ2 ABBVIE INC 38,903 34,855
693475AZ8 PNC FINANCIAL SERVIC 16,147 13,321
126650DM9 CVS HEALTH CORP 35,246 31,714
20030NCT6 COMCAST CORP 41,610 34,133
110122DP0 BRISTOL-MYERS SQUIBB 13,993 13,660
120568BB5 BUNGE LTD FINANCE CO    
9128282R0 US TREASURY NOTE 75,644 76,043
907818FU7 UNION PACIFIC CORP 22,812 21,583
31428XCD6 FEDEX CORP 14,197 12,797
023135CH7 AMAZON.COM INC 37,267 37,025
037833EV8 APPLE INC 24,878 24,393
256677AP0 DOLLAR GENERAL CORP 19,631 19,640
548661DY0 LOWE'S COS INC    
67103HAL1 O'REILLY AUTOMOTIVE 28,861 28,981
91282CDY4 US TREASURY NOTE 1.8 86,708 84,109
91282CGQ8 US TREASURY NOTE 86,194 83,427
00206RGQ9 AT&T INC 23,787 24,212
09247XAT8 BLACKROCK INC 14,660 14,688
14913UAQ3 CATERPILLAR FINL SER 14,886 14,772
26441CBT1 DUKE ENERGY CORP 14,155 14,289
458140CA6 INTEL CORP 14,154 13,654
494553AE0 KINDER MORGAN INC 15,021 14,771
91282CFV8 US TREASURY NOTE 4.1 34,085 34,136
91282CGP0 US TREASURY NOTE 60,138 59,455
91282CJJ1 US TREASURY NOTE 45,650 44,796
91282CJZ5 US TREASURY NOTE 65,097 62,228
927804GP3 VIRGINIA ELEC & POWE 35,199 34,040

TY 2024 InvestmentsCorpStockSchedule
Name:
MILTON GEORGE & MARION CHAR-MAIN
EIN:
83-1857045
Name of Stock End of Year Book Value End of Year Fair Market Value
902252105 TYLER TECHNOLOGIES I 8,418 13,263
02079K107 ALPHABET INC CL C 116,273 399,924
75513E101 RTX CORP 68,358 103,685
86614U100 SUMMIT MATERIALS INC    
526057104 LENNAR CORPORATION C 4,347 10,910
89151E109 TOTALENERGIES SE -SP 103,634 118,265
25243Q205 DIAGEO PLC - ADR    
904767704 UNILEVER PLC - ADR 74,840 82,215
46625H100 JPMORGAN CHASE & CO 84,920 201,836
00846U101 AGILENT TECHNOLOGIES    
448579102 HYATT HOTELS CORP 3,002 6,122
037833100 APPLE INC 128,742 539,405
25754A201 DOMINOS PIZZA INC 9,098 11,753
22160N109 COSTAR GROUP, INC 20,107 19,329
11275Q107 BROOKFIELD INFRASTRU    
H2906T109 GARMIN LTD 41,022 92,817
12504L109 CBRE GROUP INC 7,827 16,280
G0403H108 AON PLC    
94106L109 WASTE MANAGEMENT INC 51,435 91,814
891160509 TORONTO DOMINION BK    
776696106 ROPER TECHNOLOGIES I 11,336 15,596
778296103 ROSS STORES INC 2,891 4,084
11284V105 BROOKFIELD RENEWABLE    
115236101 BROWN & BROWN INC 10,212 21,730
17275R102 CISCO SYSTEMS INC 82,280 106,264
615369105 MOODYS CORP 2,504 4,734
538034109 LIVE NATION ENT INC 7,292 16,188
92826C839 VISA INC-CLASS A SHR 84,901 134,317
58933Y105 MERCK & CO INC NEW 55,374 95,998
573284106 MARTIN MARIETTA MATL 11,366 15,495
532457108 ELI LILLY & CO COM 22,717 154,400
55354G100 MSCI INC 9,983 13,800
743315103 PROGRESSIVE CORP OHI 2,112 6,949
150870103 CELANESE CORP 86,973 54,814
595017104 MICROCHIP TECHNOLOGY 6,140 7,054
M98068105 WIX.COM LTD 1,863 3,433
929160109 VULCAN MATERIALS COM 13,972 23,408
H84989104 TE CONNECTIVITY LTD    
43300A203 HILTON WORLDWIDE HOL 100,227 133,714
570535104 MARKEL GROUP INC 11,336 17,262
654106103 NIKE INC CL B    
422806208 HEICO CORP CL A 17,610 29,401
911312106 UNITED PARCEL SERVIC 70,466 78,182
67103H107 O'REILLY AUTOMOTIVE 9,415 27,273
192422103 COGNEX CORP    
097023105 BOEING CO 108,005 100,890
09260D107 BLACKSTONE INC 34,771 121,556
893641100 TRANSDIGM GROUP INC 14,136 31,682
609207105 MONDELEZ INTERNATION 38,399 56,146
92343E102 VERISIGN INC COM 1,742 2,070
11135F101 BROADCOM INC 34,807 281,686
311900104 FASTENAL CO 3,522 7,191
03662Q105 ANSYS INC 2,766 3,711
192446102 COGNIZANT TECH SOLUT 51,578 64,981
91879Q109 VAIL RESORTS INC COM 6,004 5,249
217204106 COPART INC COM 12,248 30,933
172967424 CITIGROUP INC. 107,938 143,596
366651107 GARTNER INC 6,822 15,019
594918104 MICROSOFT CORP 169,992 484,725
09857L108 BOOKING HOLDINGS INC    
87612E106 TARGET CORP 22,446 51,098
45168D104 IDEXX CORP 3,034 4,548
56501R106 MANULIFE FINANCIAL C 41,100 106,257
00287Y109 ABBVIE INC 55,654 91,516
91324P102 UNITEDHEALTH GROUP I 98,703 164,405
867224107 SUNCOR ENERGY INC NE 76,825 130,946
48251W104 KKR & CO INC -A 6,006 32,540
512807108 LAM RESEARCH CORP CO    
052769106 AUTODESK INC 4,451 7,685
G29183103 EATON CORP PLC 39,853 119,473
115637209 BROWN FORMAN CORP CL    
143130102 CARMAX INC 11,941 12,100
285512109 ELECTRONIC ARTS INC    
907818108 UNION PACIFIC CORP 54,270 75,253
883556102 THERMO FISHER SCIENT 33,566 64,509
92345Y106 VERISK ANALYTICS INC 2,348 4,407
09247X101 BLACKROCK INC    
G0450A105 ARCH CAPITAL GROUP L 6,649 12,375
30303M102 META PLATFORMS INC 107,018 290,413
03990B101 ARES MANAGEMENT CORP 5,405 9,914
L7579L106 PERIMETER SOLUTIONS    
437076102 HOME DEPOT INC 73,629 91,413
113004105 BROOKFIELD ASSET MAN 3,377 6,340
7591EP100 REGIONS FINL CORP NE 73,639 85,260
194014502 ENOVIS CORP    
11271J107 BROOKFIELD CORP 17,598 33,091
00724F101 ADOBE INC 87,999 82,266
007903107 ADVANCED MICRO DEVIC 69,968 79,117
361ESC049 ESC GCI LIBERTY INC    
44267T102 HOWARD HUGHES HOLDIN    
531229755 LIBERTY MEDIA CORP-L 4,111 9,359
531229771 LIBERTY MEDIA CORP-L 2,446 3,362
580135101 MCDONALDS CORP 102,238 104,360
824348106 SHERWIN WILLIAMS CO    
855244109 STARBUCKS CORP COM 78,159 71,175
941848103 WATERS CORP 4,179 5,194
023135106 AMAZON COM INC COM 223,895 259,977
031100100 AMETEK INC COM 4,361 4,687
032654105 ANALOG DEVICES INC 88,552 79,673
084423102 BERKLEY W R CORP 3,382 3,628
09290D101 BLACKROCK FUNDING IN 43,729 101,486
11276H106 BROOKFIELD INFRASTRU 14,490 17,564
11285B108 BROOKFIELD RENEWABLE 7,337 5,255
12510Q100 CCC INTELLIGENT SOLU 6,243 6,276
29362U104 ENTEGRIS INC 2,309 2,080
303250104 FAIR ISSAC, INC 14,538 19,909
339750101 FLOOR & DECOR HOLDIN 2,017 1,994
363576109 GALLAGHER ARTHUR J & 7,039 7,096
384109104 GRACO INC 2,643 2,697
512807306 LAM RESH CORP 16,975 83,065
571748102 MARSH & MCLENNAN COS 75,469 72,219
71385M107 PERIMETER SOLUTIONS 2,399 2,594
74275K108 PROCORE TECHNOLOGIES 3,976 3,672
78351F107 RYAN SPECIALTY HOLDI 2,051 1,925
922475108 VEEVA SYSTEMS INC 10,873 11,774
92338C103 VERALTO CORP 1,622 1,630
94106B101 WASTE CONNECTIONS IN 6,112 5,834
G87052109 TE CONNECTIVITY PLC 36,881 65,766

TY 2024 InvestmentsOtherSchedule2
Name:
MILTON GEORGE & MARION CHAR-MAIN
EIN:
83-1857045
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SWR990003 STARWOOD REIT AT COST 150,000 152,319
464287879 ISHARES S&P SMALL-CA AT COST 38,483 55,717
464287804 ISHARES CORE S&P SMA AT COST 199,184 201,174
872365713 TCW EMRG MRKTS INC-P AT COST 165,059 135,517
IWI993008 IRONWOOD INSTITUTION AT COST 100,000 103,312
00143W859 INV OPP DEVELOP MRKT      
921943858 VANGUARD FTSE DEVELO AT COST 95,746 103,387
78410G104 SBA COMMUNICATIONS C AT COST 2,334 2,038
464287606 ISHARES S&P MID-CAP AT COST 48,364 84,474
78467Y107 SPDR S&P MIDCAP 400 AT COST 67,854 113,916
464287705 ISHARES S&P MID-CAP AT COST 66,052 107,965
464287887 ISHARES S&P SMALL-CA AT COST 106,006 159,737
922908553 VANGUARD REAL ESTATE AT COST 43,669 35,899
19248X604 COHEN & STEERS PR SE AT COST 192,298 167,099
74440Y884 PGIM HIGH YIELD-Q 10 AT COST 211,043 197,184
922042858 VANGUARD FTSE EMERGI AT COST 171,565 187,787
922020706 VANGUARD S/T INFL PR AT COST 133,620 124,781

TY 2024 OtherDecreasesSchedule
Name:
MILTON GEORGE & MARION CHAR-MAIN
EIN:
83-1857045
Description Amount
MUTUAL FUND TIMING ADJ 2,574
CY PURCHASE OF ACCRUED INTEREST 1,523
ROC ON CY SALES 272
PY RETURN OF CAPITAL ADJUSTMENT 2,444


TY 2024 OtherExpensesSchedule
Name:
MILTON GEORGE & MARION CHAR-MAIN
EIN:
83-1857045
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 116 116   0


TY 2024 OtherIncreasesSchedule
Name:
MILTON GEORGE & MARION CHAR-MAIN
EIN:
83-1857045
Description Amount
RECOVERY OF GRANTS PAID 3,700
PY PURCHASE OF ACCRUED INTEREST 578
LIBERTY MEDIA COST BASIS ADJ 2,019
ROUNDING 2


TY 2024 OtherProfessionalFeesSchedule
Name:
MILTON GEORGE & MARION CHAR-MAIN
EIN:
83-1857045
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 13,395 13,395    


TY 2024 TaxesSchedule
Name:
MILTON GEORGE & MARION CHAR-MAIN
EIN:
83-1857045
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 6,659 6,659   0
FEDERAL ESTIMATES - PRINCIPAL 1,259 0   0
FOREIGN TAXES ON NONQUALIFIED 672 672   0