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
POTT FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

43-6041541
B Telephone number (see instructions)

(314) 418-2643
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$29,911,812J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 754,336 751,649  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 568,255
b Gross sales price for all assets on line 6a 6,842,353
7 Capital gain net income (from Part IV, line 2)... 568,255
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
440 440  
12 Total. Add lines 1 through 11........ 1,323,031 1,320,344  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 153,353 138,018   15,335
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
15,510 0 0 15,510
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
16,377 16,377   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
35,179 21,572   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
7,383 6,063   1,320
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 227,802 182,030 0 32,165
25 Contributions, gifts, grants paid....... 1,468,500 1,468,500
26 Total expenses and disbursements. Add lines 24 and 25 1,696,302 182,030 0 1,500,665
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -373,271
b Net investment income (if negative, enter -0-) 1,138,314
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......... 756,460 915,309 915,309
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)....... 13,015,349 Click to see attachment
List of Attached Documents:
// Content
12,906,278 		16,451,967
c Investments—corporate bonds (attach schedule)....... 833,326 Click to see attachment
List of Attached Documents:
// Content
425,250 		421,172
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 12,296,843 Click to see attachment
List of Attached Documents:
// Content
12,284,812 		12,109,503
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
10,097 		Click to see attachment
List of Attached Documents:
// Content
13,861 		Click to see attachment
List of Attached Documents:
// Content
13,861
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 26,912,075 26,545,510 29,911,812
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........ 26,912,075 26,545,510
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)..... 26,912,075 26,545,510
30 Total liabilities and net assets/fund balances (see instructions). 26,912,075 26,545,510
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
26,912,075
2
Enter amount from Part I, line 27a .....................
2
-373,271
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,693
4
Add lines 1, 2, and 3 ..........................
4
26,546,497
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
987
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
26,545,510
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 42. NESTLE S A SPONSORED ADR REPSTG REG SH   2022-05-25 2024-01-09
b 44. NIPPON TELEG & TEL CORP   2022-05-25 2024-01-09
c 266. P T TELEKOMUNIKASI INDONESIA A D R   2023-10-23 2024-01-09
d 333. RELX PLC SPON A D R   2023-11-20 2024-01-09
e 123. RELX PLC SPON A D R   2022-09-27 2024-01-09
1182. SHELL PLC SPON A D R   2023-06-26 2024-01-09
1931. NITORI HLDGS CO LTD UNSP ADR A D R   2020-03-16 2024-01-17
48. DR REDDYS LABORATORIES LTD A D R   2023-08-22 2024-01-23
175.99965 ENI S P A ADR   2023-10-23 2024-01-23
6.00035 ENI S P A ADR   2023-10-23 2024-01-23
92. HONDA MOTOR CO LTD A D R   2023-07-12 2024-01-23
76. NESTLE S A SPONSORED ADR REPSTG REG SH   2022-05-25 2024-01-23
23. NICE SYSTEMS LTD-SPONSORED ADR   2023-06-08 2024-01-23
662. PING AN INSURANCE ADR   2022-10-24 2024-01-23
208. SHELL PLC SPON A D R   2023-06-26 2024-01-23
52. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2023-11-20 2024-01-23
136. TOTAL FINA SA SPONSORED ADR   2023-11-02 2024-01-23
20. FERRARI NV   2023-12-07 2024-01-23
143. ARCELORMITTAL SA A D R   2024-01-23 2024-02-05
461. B H P BILLITON LIMITED A D R   2024-01-09 2024-02-05
493. CEMIG SA A D R   2023-09-26 2024-02-05
19. DR REDDYS LABORATORIES LTD A D R   2023-08-22 2024-02-05
8. DSV PANALPINA A S A D R   2022-05-25 2024-02-05
143. ENI S P A ADR   2023-10-09 2024-02-05
42. GENMAB A S SP A D R   2024-01-09 2024-02-05
90. KT CORP SP A D R   2023-09-08 2024-02-05
812. KANZHUN LTD A D R   2024-01-09 2024-02-05
78. NETEASE INC A D R   2023-11-20 2024-02-05
62. NEW ORIENTAL ED TECHNOLOGY A D R   2023-08-08 2024-02-05
71. RIO TINTO PLC SPONSORED ADR   2024-01-09 2024-02-05
132.00013 TENARIS SA ADR   2024-01-09 2024-02-05
129.99987 TENARIS SA ADR   2024-01-09 2024-02-05
120. CRH PLC   2023-01-23 2024-02-05
37. CYBER ARK SOFTWARE LTD   2023-07-12 2024-02-05
87. TAIWAN SEMICONDUCTOR MFG SPON ADR   2011-04-14 2024-02-14
273. BP PLC SPONSORED ADR   2023-01-23 2024-02-21
213. B H P BILLITON LIMITED A D R   2024-01-09 2024-02-21
848. CEMIG SA A D R   2023-09-26 2024-02-21
218. DR REDDYS LABORATORIES LTD A D R   2023-08-08 2024-02-21
52. DSV PANALPINA A S A D R   2022-05-25 2024-02-21
131. HONDA MOTOR CO LTD A D R   2023-07-12 2024-02-21
1296. MIZUHO FNL GRP A D R   2022-11-03 2024-02-21
35. NICE SYSTEMS LTD-SPONSORED ADR   2023-06-08 2024-02-21
144. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2023-09-08 2024-02-21
12. CRH PLC   2023-02-22 2024-02-21
265. CRH PLC   2023-01-04 2024-02-21
177. COCA COLA EUROPACIFIC PARTNERS SHS   2023-12-07 2024-02-21
19. SPOTIFY TECHNOLOGY S A   2023-11-02 2024-02-21
175. ARCELORMITTAL SA A D R   2024-01-23 2024-03-06
348. BP PLC SPONSORED ADR   2023-01-23 2024-03-06
635. BANCO BILBAO VIZCAYA ARGEN A D R   2024-02-21 2024-03-06
35. B H P BILLITON LIMITED A D R   2024-01-09 2024-03-06
10. CANON INC ADR REPSTG 5 SHS   2022-05-25 2024-03-06
556. CEMIG SA A D R   2023-09-26 2024-03-06
97. DEUTSCHE POST AG A D R   2022-05-25 2024-03-06
93. DR REDDYS LABORATORIES LTD A D R   2023-08-08 2024-03-06
8. DSV PANALPINA A S A D R   2022-05-25 2024-03-06
50. HONDA MOTOR CO LTD A D R   2023-07-12 2024-03-06
187. NETEASE INC A D R   2023-08-08 2024-03-06
10. NICE SYSTEMS LTD-SPONSORED ADR   2023-06-08 2024-03-06
218. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2023-06-08 2024-03-06
21. SPOTIFY TECHNOLOGY S A   2023-11-02 2024-03-06
4. MONDAY COM LTD   2023-06-26 2024-03-06
130. ABBVIE INC   2022-07-14 2024-03-15
124. BLACKROCK INC   2021-12-07 2024-03-15
43. CATERPILLAR INC.   2022-07-14 2024-03-15
82. JP MORGAN CHASE & CO COM   2020-12-16 2024-03-15
652. MARATHON PETROLEUM CORP   2020-12-16 2024-03-15
74. MASTERCARD INC   2020-12-16 2024-03-15
70. VISA INC   2021-12-07 2024-03-15
13. B H P BILLITON LIMITED A D R   2024-01-09 2024-03-19
9. CANON INC ADR REPSTG 5 SHS   2022-05-25 2024-03-19
11. DSV PANALPINA A S A D R   2022-05-25 2024-03-19
30. HONDA MOTOR CO LTD A D R   2023-07-12 2024-03-19
191. NOVARTIS AG SPONSORED ADR   2024-01-09 2024-03-19
25. NOVARTIS AG SPONSORED ADR   2024-01-09 2024-03-19
118. SK TELECOM LTD A D R   2023-12-07 2024-03-19
158. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2023-06-08 2024-03-19
28. MONDAY COM LTD   2023-06-08 2024-03-19
803. STELLANTIS N V   2024-03-06 2024-03-19
34. DHT HOLDINGS INC   2024-01-23 2024-03-19
188. B H P BILLITON LIMITED A D R   2021-03-09 2024-03-22
915. HAIER SMART HOME CO LTD A D R   2023-07-28 2024-03-22
492. HAIER SMART HOME CO LTD A D R   2021-12-06 2024-03-22
518. SHISEIDO COMPANY LIMITED A D R   2022-05-02 2024-03-22
202. TAIWAN SEMICONDUCTOR MFG SPON ADR   2023-03-14 2024-03-22
185. DAQO NEW ENERGY CORP   2024-03-19 2024-04-01
36. DSV PANALPINA A S A D R   2022-05-25 2024-04-01
498.99828 INFOSYS LTD SP A D R   2024-02-05 2024-04-01
207.00172 INFOSYS LTD SP A D R   2024-02-05 2024-04-01
346. NOVARTIS AG SPONSORED ADR   2023-06-08 2024-04-01
3. NOVARTIS AG SPONSORED ADR   2022-09-27 2024-04-01
95. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2023-05-26 2024-04-01
47.00292 TAL EDUCATION GROUP A D R   2024-03-06 2024-04-01
62.99708 TAL EDUCATION GROUP A D R   2024-03-06 2024-04-01
658. WIPRO LIMITED A D R   2023-08-08 2024-04-01
1216. CHUGAI PHARMACEUTIC UNSP A D R   2019-03-07 2024-04-12
.5 MS D INSURANCE UNSPONS A D R   2024-03-19 2024-04-12
59. DSV PANALPINA A S A D R   2022-05-25 2024-04-15
17. GENMAB A S SP A D R   2023-12-27 2024-04-15
104. GSK PLC SPONSORED A D R   2024-03-06 2024-04-15
92. KB FINANCIAL GROUP A D R   2024-03-06 2024-04-15
115. NETEASE INC A D R   2023-07-21 2024-04-15
44. NEW ORIENTAL ED TECHNOLOGY A D R   2024-04-01 2024-04-15
406. NOVARTIS AG SPONSORED ADR   2023-06-08 2024-04-15
127.00013 RELX PLC SPON A D R   2024-03-06 2024-04-15
123.99987 RELX PLC SPON A D R   2024-03-06 2024-04-15
30.2 SANDOZ GROUP AG SPONSORED G D R   2023-07-24 2024-04-15
10.8 SANDOZ GROUP AG SPONSORED G D R   2022-09-27 2024-04-15
18. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2023-05-26 2024-04-15
457. TELEFONICA BRASIL SA A D R   2024-03-06 2024-04-15
1377. WIPRO LIMITED A D R   2023-04-06 2024-04-15
53. SPOTIFY TECHNOLOGY S A   2023-11-02 2024-04-15
44. MONDAY COM LTD   2023-06-08 2024-04-15
130. ADYEN NV UNSPON A D R   2024-03-06 2024-04-30
36. CANON INC ADR REPSTG 5 SHS   2022-05-25 2024-04-30
95. HONDA MOTOR CO LTD A D R   2023-07-12 2024-04-30
869. INFOSYS LTD SP A D R   2023-10-10 2024-04-30
76. NEW ORIENTAL ED TECHNOLOGY A D R   2024-04-01 2024-04-30
581. NOVARTIS AG SPONSORED ADR   2023-05-26 2024-04-30
148. SHELL PLC SPON A D R   2024-04-15 2024-04-30
160. SANDOZ GROUP AG SPONSORED G D R   2023-05-26 2024-04-30
9. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2023-05-26 2024-04-30
822. TENARIS SA ADR   2024-02-08 2024-04-30
83.0011 TIM S A SPNDR A D R   2024-02-21 2024-04-30
369.9989 TIM S A SPNDR A D R   2024-02-21 2024-04-30
1665. WIPRO LIMITED A D R   2023-06-08 2024-04-30
1139. WIPRO LIMITED A D R   2023-04-06 2024-04-30
15. SPOTIFY TECHNOLOGY S A   2023-11-02 2024-04-30
21. CYBER ARK SOFTWARE LTD   2024-02-21 2024-04-30
18. FERRARI NV   2024-04-01 2024-04-30
299. STELLANTIS N V   2024-04-15 2024-04-30
145. DHT HOLDINGS INC   2024-01-23 2024-04-30
5740.529 FEDERATED HERMES INSTL HI YLD BD IS   2021-09-07 2024-05-13
5409. ISHARES CORE U.S. AGGREGATE BOND ETF   2023-06-13 2024-05-13
53. ADYEN NV UNSPON A D R   2024-03-06 2024-05-14
100. B A E SYSTEMS P L C A D R   2022-05-25 2024-05-14
8. CANON INC ADR REPSTG 5 SHS   2022-05-25 2024-05-14
258. HONDA MOTOR CO LTD A D R   2023-07-12 2024-05-14
282. KANZHUN LTD A D R   2024-04-30 2024-05-14
59. NETEASE INC A D R   2023-07-12 2024-05-14
640. NOVO-NORDISK A S ADR   2023-03-06 2024-05-14
370. RELX PLC SPON A D R   2024-02-21 2024-05-14
38. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2023-10-23 2024-05-14
185. COCA COLA EUROPACIFIC PARTNERS SHS   2024-04-30 2024-05-14
1516. GRAB HOLDINGS LIMITED CLASS A   2024-04-30 2024-05-14
28. ICON PLC   2024-04-01 2024-05-14
3119. ISHARES 1 3 YEAR TREASURY BOND ETF   2023-11-06 2024-05-17
2867. ISHARES 1 3 YEAR TREASURY BOND ETF   2022-12-08 2024-05-17
200000. QUALCOMM INC MTN 2.900% 5/20/24   2019-12-12 2024-05-20
12. B A E SYSTEMS P L C A D R   2022-05-25 2024-05-30
6. B H P BILLITON LIMITED A D R   2024-01-09 2024-05-30
1311. EQUINOR ASA SPON ADR   2024-04-30 2024-05-30
389. GSK PLC SPONSORED A D R   2024-04-17 2024-05-30
33. HONDA MOTOR CO LTD A D R   2023-07-12 2024-05-30
96. NOVO-NORDISK A S ADR   2023-03-06 2024-05-30
405. PETROLEO BRASILEIRO S A A D R   2024-04-30 2024-05-30
345. RELX PLC SPON A D R   2024-02-21 2024-05-30
16. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2023-10-23 2024-05-30
184. CRH PLC   2023-02-22 2024-05-30
21. SPOTIFY TECHNOLOGY S A   2023-05-26 2024-05-30
.8 CEMIG SA A D R   2023-09-26 2024-06-07
.4 DBS GROUP HLDGS LTD   2018-10-08 2024-06-07
.9 DBS GROUP HLDGS LTD   2024-05-14 2024-06-07
270. INFINEON TECHNOLOGIES A D R   2022-06-02 2024-06-13
3746. DIDI GLOBAL INC SPONSORED A D R   2024-04-30 2024-06-17
72. DR REDDYS LABORATORIES LTD A D R   2024-05-14 2024-06-17
723. EQUINOR ASA SPON ADR   2024-04-30 2024-06-17
86. HONDA MOTOR CO LTD A D R   2023-06-08 2024-06-17
308. KANZHUN LTD A D R   2024-04-30 2024-06-17
118. NESTLE S A SPONSORED ADR REPSTG REG SH   2022-05-25 2024-06-17
83. NETEASE INC A D R   2023-07-12 2024-06-17
28. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2023-10-23 2024-06-17
275. TENARIS SA ADR   2024-03-19 2024-06-17
947. WIPRO LIMITED A D R   2023-06-26 2024-06-17
327. COCA COLA EUROPACIFIC PARTNERS SHS   2024-04-30 2024-06-17
16. SPOTIFY TECHNOLOGY S A   2023-05-26 2024-06-17
120. ALIBABA GROUP HLDG LTD A D R   2024-06-17 2024-07-02
60. ALIBABA GROUP HLDG LTD A D R   2024-05-30 2024-07-02
29. B A E SYSTEMS P L C A D R   2022-05-25 2024-07-02
28.99492 BANCO BILBAO VIZCAYA ARGEN A D R   2024-04-30 2024-07-02
279.00508 BANCO BILBAO VIZCAYA ARGEN A D R   2024-04-30 2024-07-02
786. HSBC HLDGS PLC SPONSORED ADR NEW   2024-05-14 2024-07-02
137. HONDA MOTOR CO LTD A D R   2023-06-26 2024-07-02
195. JD COM INC A D R   2024-05-30 2024-07-02
486. KANZHUN LTD A D R   2024-04-01 2024-07-02
170. KONINKLIJKE PHILIPS ELECTRS SPONSORED ADR NEW 2000   2024-05-14 2024-07-02
35. NETEASE INC A D R   2023-08-22 2024-07-02
78. NETEASE INC A D R   2023-06-26 2024-07-02
368. RELX PLC SPON A D R   2024-02-05 2024-07-02
169. ROLLS-ROYCE HOLDINGS PLC A D R   2024-03-06 2024-07-02
30. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2023-10-23 2024-07-02
308. TENARIS SA ADR   2024-03-19 2024-07-02
94. WNS HLDGS LTD COM SHS   2022-08-17 2024-07-02
73. CANON INC ADR REPSTG 5 SHS   2022-05-25 2024-07-03
731. ALLIANZ SE UNSP A D R   2021-06-14 2024-07-09
192. DBS GROUP HLDGS LTD   2018-10-08 2024-07-09
79. TAIWAN SEMICONDUCTOR MFG SPON ADR   2023-03-14 2024-07-09
360. ADYEN NV UNSPON A D R   2024-02-21 2024-07-18
154. ALIBABA GROUP HLDG LTD A D R   2024-05-15 2024-07-18
24. B A E SYSTEMS P L C A D R   2022-05-25 2024-07-18
99. BANCO BILBAO VIZCAYA ARGEN A D R   2024-04-30 2024-07-18
1093. CEMIG SA A D R   2023-09-26 2024-07-18
291. GSK PLC SPONSORED A D R   2024-05-14 2024-07-18
143. HSBC HLDGS PLC SPONSORED ADR NEW   2024-05-14 2024-07-18
6. HERMES INTL A D R   2024-03-06 2024-07-18
473. KONINKLIJKE PHILIPS ELECTRS SPONSORED ADR NEW 2000   2024-05-14 2024-07-18
391. RELX PLC SPON A D R   2024-02-05 2024-07-18
266. SHELL PLC SPON A D R   2024-07-02 2024-07-18
5. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2023-10-23 2024-07-18
479. TAL EDUCATION GROUP A D R   2024-03-06 2024-07-18
578. TELEFONICA BRASIL SA A D R   2024-06-17 2024-07-18
53. TIM S A SPNDR A D R   2024-01-23 2024-07-18
1583. ULTRAPAR PARTICIPACOES A D R   2024-03-06 2024-07-18
28. WNS HLDGS LTD COM SHS   2022-08-18 2024-07-18
119. AMGEN INC COMMON STOCK   2021-12-07 2024-07-19
741. BANK OF AMERICA CORP   2020-12-16 2024-07-19
161. DEERE & CO   2023-08-07 2024-07-19
590. JP MORGAN CHASE & CO COM   2020-12-16 2024-07-19
5131.134 NYLI CBRE GLOBAL INFRASTRUCTURE FD I   2023-05-03 2024-07-19
976. MORGAN STANLEY DEAN WITTER & CO   2022-07-14 2024-07-19
254. PAYCOM SOFTWARE INC   2023-08-07 2024-07-19
.5 AIR LIQUIDE ADR   2007-03-05 2024-07-25
754. CVS CORP COM   2023-08-07 2024-07-25
245. CATERPILLAR INC.   2022-07-14 2024-07-25
79. CHUBB LIMITED COM   2020-10-30 2024-07-25
102. ASE TECHNOLOGY HOLDING CO LTD A D R   2023-06-26 2024-08-02
64. B A E SYSTEMS P L C A D R   2022-05-25 2024-08-02
108. BAIDU COM INC A D R   2024-04-15 2024-08-02
460. BARCLAYS PLC ADR   2024-07-18 2024-08-02
114. FUTU HOLDINGS LTD A D R   2024-07-18 2024-08-02
6. HERMES INTL A D R   2024-03-06 2024-08-02
39. HERMES INTL A D R   2023-04-06 2024-08-02
33. HONDA MOTOR CO LTD A D R   2024-07-18 2024-08-02
615. HONDA MOTOR CO LTD A D R   2023-06-26 2024-08-02
32. PINDUODUO INC A D R   2024-06-17 2024-08-02
49. RELX PLC SPON A D R   2024-02-05 2024-08-02
68.00088 SHELL PLC SPON A D R   2024-07-02 2024-08-02
451.99912 SHELL PLC SPON A D R   2024-04-15 2024-08-02
3. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2023-10-23 2024-08-02
3. TOTAL FINA SA SPONSORED ADR   2023-11-02 2024-08-02
714. VODAFONE GROUP PLC A D R   2024-06-17 2024-08-02
14. SPOTIFY TECHNOLOGY S A   2023-05-26 2024-08-02
4. CHECK POINT SOFTWARE TECH COM   2022-05-25 2024-08-02
13675. SCHWAB U S TIPS ETF   2017-11-17 2024-08-14
200000. PPG INDUSTRIES INC 2.400% 8/15/24   2019-12-12 2024-08-15
67. ALIBABA GROUP HLDG LTD A D R   2024-06-17 2024-08-16
406. B A E SYSTEMS P L C A D R   2022-05-25 2024-08-16
50. DBS GROUP HLDGS LTD   2024-07-02 2024-08-16
100. FUTU HOLDINGS LTD A D R   2024-07-18 2024-08-16
2. HERMES INTL A D R   2023-12-07 2024-08-16
64. HERMES INTL A D R   2023-01-04 2024-08-16
451. HONDA MOTOR CO LTD A D R   2023-06-08 2024-08-16
7. NICE SYSTEMS LTD-SPONSORED ADR   2024-03-19 2024-08-16
23. NIPPON TELEG & TEL CORP   2022-05-25 2024-08-16
451. TAKEDA PHARMACEUTICAL SP A D R   2024-08-02 2024-08-16
115. TENCENT MUSIC ENTERTAINM A D R   2024-07-02 2024-08-16
332. TEVA PHARMACEUTICAL INDS LTD ADR   2024-04-30 2024-08-16
29. UNITED OVERSEAS BK LTD SPON A D R   2024-07-02 2024-08-16
2654. HAIER SMART HOME CO LTD A D R   2021-12-06 2024-08-19
907. XP INC CLASS A   2021-10-08 2024-08-19
63. ALIBABA GROUP HLDG LTD A D R   2024-06-17 2024-09-03
118. B A E SYSTEMS P L C A D R   2022-06-17 2024-09-03
93. CANON INC ADR REPSTG 5 SHS   2022-05-25 2024-09-03
25. DBS GROUP HLDGS LTD   2024-06-17 2024-09-03
289. EQUINOR ASA SPON ADR   2024-04-30 2024-09-03
909. I N G GROEP NV SPONSORED ADR   2024-05-14 2024-09-03
922. SHELL PLC SPON A D R   2024-05-15 2024-09-03
262. STMICROELECTRONICS N V   2024-08-16 2024-09-03
106. SUMITOMO MITSUI FINL GROUP A D R   2024-07-18 2024-09-03
284. TENCENT MUSIC ENTERTAINM A D R   2024-07-02 2024-09-03
327. BIONTECH SE A D R   2023-12-14 2024-09-10
101. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2017-04-07 2024-09-10
47. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2011-11-02 2024-09-10
1. SPLUNK INC   1911-11-11 2024-09-13
74. A P MOLLER MAERSK A D R   2024-01-23 2024-09-17
19. DBS GROUP HLDGS LTD   2024-05-14 2024-09-17
233. EQUINOR ASA SPON ADR   2024-04-30 2024-09-17
1663. I N G GROEP NV SPONSORED ADR   2024-05-30 2024-09-17
97. RELX PLC SPON A D R   2024-09-03 2024-09-17
411. SUMITOMO MITSUI FINL GROUP A D R   2024-06-30 2024-09-17
2304. TENCENT MUSIC ENTERTAINM A D R   2024-07-02 2024-09-17
128. TOTAL FINA SA SPONSORED ADR   2023-11-02 2024-09-17
17. UNITED OVERSEAS BK LTD SPON A D R   2024-07-02 2024-09-17
639. VIPSHOP HOLDINGS LTD A D R   2023-02-06 2024-09-17
1210. ICICI BANK LTD A D R   2016-12-14 2024-09-26
1342. ASE TECHNOLOGY HOLDING CO LTD A D R   2023-06-08 2024-10-01
389. BANCO BILBAO VIZCAYA ARGEN A D R   2024-04-30 2024-10-01
97. GENMAB A S SP A D R   2023-12-27 2024-10-01
111. HELLO GROUP INC A D R   2023-04-06 2024-10-01
638. JD COM INC A D R   2024-05-15 2024-10-01
78. KB FINANCIAL GROUP A D R   2024-08-02 2024-10-01
35. NOVARTIS AG SPONSORED ADR   2024-09-03 2024-10-01
99. NOVO-NORDISK A S ADR   2024-02-21 2024-10-01
577. SUMITOMO MITSUI FINL GROUP A D R   2024-07-18 2024-10-01
188. TOTAL FINA SA SPONSORED ADR   2023-10-10 2024-10-01
872. ULTRAPAR PARTICIPACOES A D R   2024-01-09 2024-10-01
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402. MANULIFE FINANCIAL CORP   2023-05-18 2024-10-08
493. LUKOIL PJSC SPON A D R RESTRICT   2019-03-27 2024-10-09
1160. BANCO BILBAO VIZCAYA ARGEN A D R   2024-01-09 2024-10-15
88. BILIBILI INC A D R   2024-07-18 2024-10-15
150. GENMAB A S SP A D R   2023-11-29 2024-10-15
336. GSK PLC SPONSORED A D R   2024-05-14 2024-10-15
1153. JD COM INC A D R   2024-07-18 2024-10-15
25. NICE SYSTEMS LTD-SPONSORED ADR   2024-03-05 2024-10-15
13. NICE SYSTEMS LTD-SPONSORED ADR   2023-06-08 2024-10-15
42. NOVO-NORDISK A S ADR   2024-02-21 2024-10-15
138. NOVO-NORDISK A S ADR   2023-03-06 2024-10-15
111. RELX PLC SPON A D R   2024-09-03 2024-10-15
66. ROLLS-ROYCE HOLDINGS PLC A D R   2024-03-06 2024-10-15
996. VODAFONE GROUP PLC A D R   2024-06-17 2024-10-15
1168. ASE TECHNOLOGY HOLDING CO LTD A D R   2023-05-26 2024-10-28
932. BANCO BILBAO VIZCAYA ARGEN A D R   2023-12-07 2024-10-28
222. BARCLAYS PLC ADR   2024-10-15 2024-10-28
345. BILIBILI INC A D R   2024-07-18 2024-10-28
56. CANON INC ADR REPSTG 5 SHS   2022-05-25 2024-10-28
636. GSK PLC SPONSORED A D R   2024-02-08 2024-10-28
1392. NATWEST GROUP PLC SPONS A D R   2024-08-16 2024-10-28
24. NICE SYSTEMS LTD-SPONSORED ADR   2023-05-21 2024-10-28
535. NOVO-NORDISK A S ADR   2023-02-06 2024-10-28
785. ROLLS-ROYCE HOLDINGS PLC A D R   2024-03-06 2024-10-28
300. ULTRAPAR PARTICIPACOES A D R   2023-12-07 2024-10-28
711. VODAFONE GROUP PLC A D R   2024-07-02 2024-10-28
69. WNS HLDGS LTD COM SHS   2022-08-23 2024-10-28
12. TAIWAN SEMICONDUCTOR MFG SPON ADR   2023-03-14 2024-10-31
43. TAIWAN SEMICONDUCTOR MFG SPON ADR   2011-04-14 2024-10-31
313. YANDEX NV   2018-10-25 2024-11-01
482. AIRBNB INC CL A   2021-03-16 2024-11-11
448. ALBEMARLE CORP   2021-03-16 2024-11-11
836. BANK OF AMERICA CORP   2020-12-16 2024-11-11
166. JP MORGAN CHASE & CO COM   2020-12-16 2024-11-11
471. L3HARRIS TECHNOLOGIES INC   2023-03-24 2024-11-11
590. MATCH GROUP INC NEW   2020-10-30 2024-11-11
517. MORGAN STANLEY DEAN WITTER & CO   2022-07-14 2024-11-11
182. NETFLIX.COM INC COM   2023-03-24 2024-11-11
708. PAYPAL HOLDINGS INC   2020-10-30 2024-11-11
1442. ASE TECHNOLOGY HOLDING CO LTD A D R   2024-01-09 2024-11-14
821. ASE TECHNOLOGY HOLDING CO LTD A D R   2023-05-26 2024-11-14
1730. BARCLAYS PLC ADR   2024-07-18 2024-11-14
175. BILIBILI INC A D R   2024-07-18 2024-11-14
4. CANON INC ADR REPSTG 5 SHS   2022-05-25 2024-11-14
901. GSK PLC SPONSORED A D R   2024-01-09 2024-11-14
31. HITACHI LTD ADR 10 COM   2022-05-25 2024-11-14
1039. KONINKLIJKE PHILIPS ELECTRS SPONSORED ADR NEW 2000   2024-09-17 2024-11-14
314. NATWEST GROUP PLC SPONS A D R   2024-08-16 2024-11-14
27. NOVO-NORDISK A S ADR   2024-01-23 2024-11-14
48. NOVO-NORDISK A S ADR   2023-02-06 2024-11-14
46. UNICREDIT SPA A D R   2024-06-17 2024-11-14
8. SPOTIFY TECHNOLOGY S A   2023-11-02 2024-11-14
2. CHECK POINT SOFTWARE TECH COM   2022-05-25 2024-11-14
213. ADECCO GROUP AG A D R   2022-05-25 2024-12-04
63. CANON INC ADR REPSTG 5 SHS   2022-05-25 2024-12-04
55. GENMAB A S SP A D R   2024-03-06 2024-12-04
3877. GERDAU S A SPON A D R   2024-11-14 2024-12-04
63. HITACHI LTD ADR 10 COM   2022-05-25 2024-12-04
62. JD COM INC A D R   2024-08-02 2024-12-04
722. NATWEST GROUP PLC SPONS A D R   2024-08-16 2024-12-04
314. P T TELEKOMUNIKASI INDONESIA A D R   2024-11-14 2024-12-04
76. RELX PLC SPON A D R   2023-11-20 2024-12-04
693. TAKEDA PHARMACEUTICAL SP A D R   2024-10-28 2024-12-04
595. TIM S A SPNDR A D R   2024-01-23 2024-12-04
79. TOKYO ELECTRON LTD ADR   2024-02-21 2024-12-04
761. ULTRAPAR PARTICIPACOES A D R   2023-12-07 2024-12-04
1793. ULTRAPAR PARTICIPACOES A D R   2023-10-23 2024-12-04
238. UNICREDIT SPA A D R   2024-06-17 2024-12-04
65. TORM PLC SHS CL A   2024-07-02 2024-12-04
26. SPOTIFY TECHNOLOGY S A   2023-11-02 2024-12-04
505. DHT HOLDINGS INC   2024-01-09 2024-12-04
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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    
(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 4,857   4,984 -127
b 1,333   1,377 -44
c 6,707   6,124 583
d 13,172   12,811 361
e 4,865   2,965 1,900
75,583   74,373 1,210
23,780   30,086 -6,306
3,252   3,438 -186
5,460   5,781 -321
186   197 -11
2,970   2,796 174
8,384   9,019 -635
4,990   4,955 35
5,445   5,498 -53
12,697   12,546 151
8,410   7,966 444
8,568   9,351 -783
6,650   7,267 -617
3,831   3,879 -48
27,371   29,809 -2,438
1,072   1,252 -180
1,383   1,361 22
703   633 70
4,396   4,607 -211
1,151   1,365 -214
1,265   1,100 165
11,250   11,499 -249
7,818   9,228 -1,410
4,889   3,249 1,640
4,774   5,031 -257
4,103   4,327 -224
4,041   4,262 -221
8,649   5,402 3,247
8,664   5,691 2,973
11,233   1,096 10,137
9,706   9,719 -13
12,296   13,773 -1,477
1,981   2,153 -172
16,447   15,403 1,044
4,250   4,112 138
4,568   3,981 587
4,705   2,897 1,808
7,831   7,540 291
25,267   20,820 4,447
943   560 383
20,829   11,599 9,230
12,081   11,629 452
4,637   3,219 1,418
4,441   4,747 -306
12,702   12,389 313
6,638   6,401 237
2,052   2,263 -211
295   253 42
1,309   1,412 -103
4,096   3,897 199
7,010   6,419 591
620   633 -13
1,820   1,520 300
19,385   20,268 -883
2,398   2,154 244
41,474   29,342 12,132
5,644   3,557 2,087
888   868 20
23,266   19,562 3,704
100,073   113,920 -13,847
14,881   7,294 7,587
15,616   9,871 5,745
126,249   27,182 99,067
35,191   24,846 10,345
19,853   14,495 5,358
733   841 -108
265   227 38
834   870 -36
1,104   912 192
18,335   20,118 -1,783
2,400   2,678 -278
2,601   2,562 39
29,597   20,917 8,680
6,109   5,547 562
23,083   21,828 1,255
381   364 17
10,776   14,189 -3,413
10,450   11,891 -1,441
5,619   8,160 -2,541
14,224   24,390 -10,166
28,490   18,019 10,471
5,157   4,835 322
2,905   2,847 58
8,740   10,159 -1,419
3,626   4,214 -588
33,080   33,790 -710
287   215 72
18,584   12,495 6,089
546   578 -32
732   775 -43
3,695   3,283 412
19,990   15,049 4,941
9   9  
4,720   4,666 54
499   553 -54
4,240   4,406 -166
4,372   4,804 -432
10,610   12,017 -1,407
3,876   3,882 -6
38,378   38,574 -196
5,315   5,545 -230
5,190   5,414 -224
919   837 82
329   218 111
3,283   2,366 917
4,281   4,798 -517
7,372   6,230 1,142
15,974   8,978 6,996
8,299   7,483 816
1,557   2,061 -504
972   909 63
3,232   2,887 345
14,543   16,675 -2,132
5,978   6,705 -727
56,397   54,237 2,160
10,657   10,743 -86
5,418   4,251 1,167
1,632   1,183 449
27,428   31,970 -4,542
1,402   1,497 -95
6,251   6,688 -437
8,971   8,126 845
6,137   5,098 1,039
4,274   2,541 1,733
5,051   5,340 -289
7,443   7,795 -352
6,624   7,974 -1,350
1,648   1,554 94
50,000   57,635 -7,635
520,747   524,901 -4,154
718   840 -122
6,844   3,882 2,962
225   202 23
8,613   7,841 772
5,959   5,664 295
5,830   6,021 -191
84,703   52,022 32,681
16,027   16,280 -253
7,181   4,983 2,198
13,760   13,331 429
5,360   5,329 31
8,708   9,312 -604
253,978   252,982 996
233,458   233,469 -11
200,000   206,358 -6,358
848   466 382
354   388 -34
37,007   35,149 1,858
17,137   17,774 -637
1,098   1,003 95
12,796   7,454 5,342
6,231   6,870 -639
14,978   14,968 10
2,926   2,098 828
14,587   8,581 6,006
6,413   3,160 3,253
2   2  
42   27 15
95   94 1
10,932   8,677 2,255
16,431   18,595 -2,164
5,156   4,987 169
19,600   19,385 215
2,713   2,583 130
6,230   6,186 44
12,586   13,987 -1,401
7,638   8,423 -785
5,302   3,672 1,630
8,525   10,691 -2,166
5,233   4,420 813
24,205   23,563 642
4,994   2,407 2,587
8,806   8,939 -133
4,403   4,796 -393
1,867   1,126 741
291   316 -25
2,798   3,039 -241
34,440   35,169 -729
4,424   4,122 302
5,015   5,874 -859
8,899   9,031 -132
4,266   4,638 -372
3,281   3,548 -267
7,313   7,266 47
16,666   15,757 909
939   812 127
5,955   3,934 2,021
9,451   11,974 -2,523
4,948   8,256 -3,308
1,999   1,843 156
20,438   19,269 1,169
21,355   11,780 9,575
14,525   7,047 7,478
4,462   5,641 -1,179
11,779   11,866 -87
1,589   932 657
1,066   1,078 -12
2,104   2,135 -31
11,500   13,232 -1,732
6,172   6,398 -226
1,351   1,487 -136
12,304   12,860 -556
17,640   16,214 1,426
19,624   19,395 229
983   656 327
4,822   5,920 -1,098
5,147   4,773 374
806   998 -192
6,515   9,301 -2,786
1,631   2,437 -806
39,207   25,167 14,040
31,907   21,431 10,476
60,877   69,510 -8,633
123,962   71,022 52,940
65,165   64,505 660
100,199   72,814 27,385
39,483   74,514 -35,031
18   5 13
44,356   55,648 -11,292
84,811   41,560 43,251
20,846   10,373 10,473
912   904 8
4,199   2,484 1,715
8,973   10,646 -1,673
4,887   5,463 -576
6,458   7,170 -712
1,282   1,487 -205
8,332   8,352 -20
986   1,054 -68
18,383   18,607 -224
4,040   4,714 -674
2,234   2,032 202
4,857   4,958 -101
32,287   32,759 -472
609   393 216
200   206 -6
6,551   6,321 230
4,538   2,107 2,431
717   493 224
722,922   748,955 -26,033
200,000   201,718 -1,718
5,625   4,991 634
28,283   15,708 12,575
5,477   5,502 -25
6,132   6,289 -157
467   424 43
14,942   11,319 3,623
14,288   13,565 723
1,225   1,673 -448
584   720 -136
6,515   6,352 163
1,220   1,659 -439
6,031   4,686 1,345
1,341   1,354 -13
31,480   40,094 -8,614
18,055   29,690 -11,635
5,194   4,693 501
8,103   4,501 3,602
3,197   2,348 849
2,828   2,663 165
7,413   7,748 -335
16,267   16,146 121
63,763   65,688 -1,925
7,893   8,049 -156
1,419   1,475 -56
2,928   4,098 -1,170
32,936   34,052 -1,116
21,495   11,993 9,502
10,003   2,829 7,174
76     76
561   716 -155
2,225   1,995 230
5,847   6,093 -246
30,314   28,710 1,604
4,647   4,528 119
5,111   5,750 -639
21,898   33,247 -11,349
8,723   8,821 -98
851   794 57
8,304   9,510 -1,206
37,831   8,600 29,231
12,857   11,571 1,286
3,993   4,237 -244
2,332   3,154 -822
837   980 -143
26,233   19,284 6,949
4,738   4,714 24
4,013   4,172 -159
11,718   12,841 -1,123
7,315   7,352 -37
12,332   12,718 -386
3,414   4,899 -1,485
4   5 -1
11,981   7,759 4,222
3,944   41,824 -37,880
11,824   11,455 369
1,833   1,380 453
3,513   5,172 -1,659
13,142   15,326 -2,184
47,076   30,318 16,758
4,349   5,943 -1,594
2,261   2,801 -540
4,970   5,070 -100
16,330   11,032 5,298
5,382   5,181 201
472   317 155
9,589   8,750 839
11,871   9,514 2,357
9,105   8,545 560
2,804   2,752 52
7,679   5,410 2,269
1,840   1,414 426
24,110   27,708 -3,598
13,454   12,850 604
4,297   4,929 -632
59,851   39,006 20,845
5,781   3,772 2,009
1,099   1,658 -559
6,769   6,242 527
3,315   5,977 -2,662
2,272   1,070 1,202
8,141   531 7,610
6,627   8,441 -1,814
65,938   93,898 -27,960
49,586   95,694 -46,108
38,580   24,018 14,562
39,828   19,983 19,845
124,929   90,618 34,311
18,820   71,797 -52,977
68,720   38,571 30,149
146,556   59,419 87,137
61,123   147,590 -86,467
13,885   12,858 1,027
7,905   6,438 1,467
22,706   21,088 1,618
3,199   2,744 455
131   101 30
31,673   37,417 -5,744
1,579   768 811
26,811   33,604 -6,793
3,142   2,896 246
2,859   2,816 43
5,082   4,680 402
1,003   819 184
3,859   1,355 2,504
353   247 106
2,827   3,867 -1,040
2,046   1,591 455
1,189   1,607 -418
13,104   13,448 -344
3,427   1,321 2,106
2,219   1,559 660
7,463   6,660 803
5,495   5,032 463
3,639   2,842 797
9,476   9,460 16
7,836   9,815 -1,979
6,553   8,853 -2,300
2,250   3,998 -1,748
5,301   7,935 -2,634
4,690   4,239 451
1,313   2,524 -1,211
13,046   4,405 8,641
4,867   5,368 -501
      241,641
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      241,641
      241,641
      241,641
      241,641
      241,641
      241,641
      241,641
      241,641
      241,641
      241,641
      241,641
      241,641
      241,641
      241,641
      241,641
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       -127
b       -44
c       583
d       361
e       1,900
      1,210
      -6,306
      -186
      -321
      -11
      174
      -635
      35
      -53
      151
      444
      -783
      -617
      -48
      -2,438
      -180
      22
      70
      -211
      -214
      165
      -249
      -1,410
      1,640
      -257
      -224
      -221
      3,247
      2,973
      10,137
      -13
      -1,477
      -172
      1,044
      138
      587
      1,808
      291
      4,447
      383
      9,230
      452
      1,418
      -306
      313
      237
      -211
      42
      -103
      199
      591
      -13
      300
      -883
      244
      12,132
      2,087
      20
      3,704
      -13,847
      7,587
      5,745
      99,067
      10,345
      5,358
      -108
      38
      -36
      192
      -1,783
      -278
      39
      8,680
      562
      1,255
      17
      -3,413
      -1,441
      -2,541
      -10,166
      10,471
      322
      58
      -1,419
      -588
      -710
      72
      6,089
      -32
      -43
      412
      4,941
       
      54
      -54
      -166
      -432
      -1,407
      -6
      -196
      -230
      -224
      82
      111
      917
      -517
      1,142
      6,996
      816
      -504
      63
      345
      -2,132
      -727
      2,160
      -86
      1,167
      449
      -4,542
      -95
      -437
      845
      1,039
      1,733
      -289
      -352
      -1,350
      94
      -7,635
      -4,154
      -122
      2,962
      23
      772
      295
      -191
      32,681
      -253
      2,198
      429
      31
      -604
      996
      -11
      -6,358
      382
      -34
      1,858
      -637
      95
      5,342
      -639
      10
      828
      6,006
      3,253
       
      15
      1
      2,255
      -2,164
      169
      215
      130
      44
      -1,401
      -785
      1,630
      -2,166
      813
      642
      2,587
      -133
      -393
      741
      -25
      -241
      -729
      302
      -859
      -132
      -372
      -267
      47
      909
      127
      2,021
      -2,523
      -3,308
      156
      1,169
      9,575
      7,478
      -1,179
      -87
      657
      -12
      -31
      -1,732
      -226
      -136
      -556
      1,426
      229
      327
      -1,098
      374
      -192
      -2,786
      -806
      14,040
      10,476
      -8,633
      52,940
      660
      27,385
      -35,031
      13
      -11,292
      43,251
      10,473
      8
      1,715
      -1,673
      -576
      -712
      -205
      -20
      -68
      -224
      -674
      202
      -101
      -472
      216
      -6
      230
      2,431
      224
      -26,033
      -1,718
      634
      12,575
      -25
      -157
      43
      3,623
      723
      -448
      -136
      163
      -439
      1,345
      -13
      -8,614
      -11,635
      501
      3,602
      849
      165
      -335
      121
      -1,925
      -156
      -56
      -1,170
      -1,116
      9,502
      7,174
      76
      -155
      230
      -246
      1,604
      119
      -639
      -11,349
      -98
      57
      -1,206
      29,231
      1,286
      -244
      -822
      -143
      6,949
      24
      -159
      -1,123
      -37
      -386
      -1,485
      -1
      4,222
      -37,880
      369
      453
      -1,659
      -2,184
      16,758
      -1,594
      -540
      -100
      5,298
      201
      155
      839
      2,357
      560
      52
      2,269
      426
      -3,598
      604
      -632
      20,845
      2,009
      -559
      527
      -2,662
      1,202
      7,610
      -1,814
      -27,960
      -46,108
      14,562
      19,845
      34,311
      -52,977
      30,149
      87,137
      -86,467
      1,027
      1,467
      1,618
      455
      30
      -5,744
      811
      -6,793
      246
      43
      402
      184
      2,504
      106
      -1,040
      455
      -418
      -344
      2,106
      660
      803
      463
      797
      16
      -1,979
      -2,300
      -1,748
      -2,634
      451
      -1,211
      8,641
      -501
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 568,255
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 15,823
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 15,823
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 15,823
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 13,304
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 13,304
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 2,519
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 arrowMO
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowUS BANK NA Telephone no.right arrow (314) 418-2470

Located atright arrowPO BOX 387ST LOUISMO ZIP+4right arrow63166
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)
Yes
 
(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
 
No
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
MARY JANE KING ADVISORY COMMITTEE
0 		0    
740 FAIRFIELD LAKE DRIVE
CHESTERFIELD,MO630175928
TOM CORBET THOMPSON COBURN ADVISORY COMMITTEE
0 		0    
US BANK PLAZA
ST LOUIS,MO63101
ROY T COLLINS ADVISORY COMMITTEE
0 		0    
PO BOX 10000 169
SILVERTHORNE,CO80498
JOHN F FECHTER ADVISORY COMMITTEE
0 		0    
5374 KENRICK PARKE DRIVE N
ST LOUIS,MO63119
RICHARD ROGERS ADVISORY COMMITTEE
0 		0    
4 FORDYCE LANE
ST LOUIS,MO63124
KRISTRINE E COLLINS ADVISORY COMMITTEE
0 		0    
PO BOX 4583
CHESTERFIELD,MO63006
US BANK N A TRUSTEE
1 		153,353    
PO BOX 0634
MILWAUKEE,WI532010624
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
29,161,685
b
Average of monthly cash balances.......................
1b
548,893
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
29,710,578
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
29,710,578
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
445,659
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
29,264,919
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,463,246
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
1,463,246
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
15,823
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
15,823
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,447,423
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,447,423
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
1,447,423
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
1,500,665
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
1,500,665
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 1,447,423
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 24,251
b From 2020...... 230,398
c From 2021...... 109,515
d From 2022...... 208,307
e From 2023...... 128,173
f Total of lines 3a through e ........ 700,644
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,500,665
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 1,447,423
e Remaining amount distributed out of corpus 53,242
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 5 753,886
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		24,251
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		729,635
10 Analysis of line 9:
a Excess from 2020.... 230,398
b Excess from 2021.... 109,515
c Excess from 2022.... 208,307
d Excess from 2023.... 128,173
e Excess from 2024.... 53,242
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CAROL EAVES
US BANK NA PO BOX 387
ST LOUIS,MO63166
(314) 418-1340
bThe form in which applications should be submitted and information and materials they should include:
PLEASE VISIT WWW.POTT FOUNDATION.ORG FOR GRANT APPLICATION FORM
cAny submission deadlines:
PLEASE VISIT WWW.POTTFOUNDATION.ORG FOR GRANT GUIDELINES
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ORGANIZATIONS EXEMPT UNDER 501(C)(3)
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

INDEPENDENCE CENTER

4245 FOREST PARK AVENUE
ST LOUIS,MO63108 		NONE PC GENERAL OPERATING 15,000

FLANCE MANAGEMENT INC

1908 OFALLON STREET
ST LOUIS,MO63106 		NONE PC GENERAL OPERATING 5,000

GOT YOUR SIX SUPPORT DOGS

1099 F BELTLINE ROAD - 200
COLLINSVILLE,IL62234 		NONE PC GENERAL OPERATING 20,000

GUARDIAN ANGEL SETTLEMENT ASSOC

1127 NORTH VANDEVENTER AVENUE
ST LOUIS,MO63113 		NONE I SCHOLARSHIP 20,000

AMERICAN RED CROSS OF GREATER STL

10195 CORPORATE SQUARE DRIVE
ST LOUIS,MO63132 		NONE PC GENERAL OPERATING 25,000

KIPP ST LOUIS PUBLIC SCHOOLS

SUITE 203
ST LOUIS,MO63013 		NONE I SCHOLARSHIP 10,000

CASA OF ST LOUIS

105 S CENTRAL AVENUE
CLAYTON,MO63105 		NONE PC GENERAL OPERATING 5,000

DUO DOGS INC

10955 LINGPAGE PLACE
ST LOUIS,MO63132 		NONE PC GENERAL OPERATING 5,000

HAVENHOUSE SAINT LOUIS

1973 CRAIGSHIRE ROAD
ST LOUIS,MO63146 		NONE PC GENERAL OPERATING 5,000

THE SALVATION ARMY

PO BOX 21787
ST LOUIS,MO631090787 		NONE PC GENERAL OPERATING 40,000

MISSOURI COLLEGES FUND INC

3401 WEST TRUMAN BLVD - SUITE 202
JEFFERSON CITY,MO65109 		NONE PC GENERAL OPERATING 10,000

PARAQUAD

5240 OAKLAND AVENUE
ST LOUIS,MO63110 		NONE PC GENERAL OPERATING 7,500

READY READERS

10403 BAUR BOULEVARD - SUITE H
ST LOUIS,MO63132 		NONE PC GENERAL OPERATING 5,000

RONALD MCDONALD HOUSE CHARITIES --

3450 PARK AVENUE
ST LOUIS,MO63104 		NONE PC GENERAL OPERATING 5,000

HOMEWORKS

5501 DELMAR BLVD
ST LOUIS,MO63112 		NONE PC GENERAL OPERATING 15,000

AUTISM SPEAKS INC

9200 OLIVE BLVD STE 202
ST LOUIS,MO63132 		NONE PC GENERAL OPERATING 2,500

BIG BROTHERS BIG SISTERS OF EASTERN MO

EASTERN MISSOURI
ST LOUIS,MO63103 		NONE PC GENERAL OPERATING 50,000

CITY GARDEN MONTESSORI SCHOOL

1618 TOWER GROVE AVE
ST LOUIS,MO63110 		NONE PC GENERAL OPERATING 5,000

MIDTOWN NEIGHBORHOOD

OPPORTUNITIES CORPORATION
ST LOUIS,MO63110 		NONE PC GENERAL OPERATING 10,000

PONY BIRD INC

1 PONY BIRD LANE
MAPAVILLE,MO63065 		NONE PC GENERAL OPERATING 10,000

PROGRESS IN EDUCATION DBA NORTH

SIDE COMMUNITY SCHOOL
ST LOUIS,MO63115 		NONE PC GENERAL OPERATING 15,000

ROOM AT THE INN

3415 BRIDGELAND DR
BRIDGETON,MO63044 		NONE PC GENERAL OPERATING 5,000

CORNERSTONE CENTER FOR EARLY LEARNING I

3901 RUSSELL BLVD
ST LOUIS,MO631103709 		NONE PC GENERAL OPERATING 10,000

COVENANT HOUSE MISSOURI

2727 N KINGSHIGHWAY BLVD
ST LOUIS,MO63113 		NONE PC GENERAL OPERATING 15,000

THE HAVEN OF GRACE

1225 WARREN ST
ST LOUIS,MO63106 		NONE I SCHOLARSHIP 5,000

HERBERT HOOVER BOYS & GIRLS CLUB

OF ST LOUIS INC
ST LOUIS,MO63107 		NONE PC GENERAL OPERATING 7,500

AIM HIGH ST LOUIS

755 S PRICE ROAD
ST LOUIS,MO63124 		NONE I SCHOLARSHIP 15,000

ALIVE INC

PO BOX 11201
ST LOUIS,MO63105 		NONE I SCHOLARSHIP 7,500

ALMOST HOME

3200 ST VINCENT AVE
ST LOUIS,MO63104 		NONE I SCHOLARSHIP 5,000

ASTHMA & ALLERGY FOUNDATION-AMERICA

1500 S BIG BEND BLVD - SUITE 1S
ST LOUIS,MO63117 		NONE PC GENERAL OPERATING 7,500

BEYOND HOUSING INC

4156 MANCHESTER AVENUE
ST LOUIS,MO63110 		NONE PC GENERAL OPERATING 10,000

BOYS HOPE GIRLS HOPE

755 S NEW BALLAS ROAD
ST LOUIS,MO63141 		NONE PC GENERAL OPERATING 5,000

CAMP RAINBOW FOUNDATION

13990 OLIVE BLVD - SUITE 201
CHESTERFIELD,MO63017 		NONE PC GENERAL OPERATING 5,000

CARDINAL GLENNON CHILDREN'S FDTN

3800 PARK AVENUE
ST LOUIS,MO63110 		NONE PC GENERAL OPERATING 5,000

CARONDELET COMMUNITY - BETTERMENT

6408 MICHIGAN AVENUE
ST LOUIS,MO631112801 		NONE PC GENERAL OPERATING 50,000

CENTER FOR HEARING & SPEECH

9835 MANCHESTER ROAD
ST LOUIS,MO63119 		NONE PC GENERAL OPERATING 5,000

CENTRAL INSTITUTE FOR THE DEAF

825 S TAYLOR AVENUE
ST LOUIS,MO63110 		NONE PC GENERAL OPERATING 4,000

CHILD CENTER- MARYGROVE

2705 MULLANPHY LANE
FLORISSANT,MO630313727 		NONE PC GENERAL OPERATING 10,000

CHILDREN'S HOME SOCIETY OF MISSOURI

1167 CORPORATE LAKE DRIVE
ST LOUIS,MO63132 		NONE PC GENERAL OPERATING 85,000

CHRISTIAN ACTIVITY CENTER

PO BOX 2525
EAST ST LOUIS,IL62201 		NONE PC GENERAL OPERATING 30,000

CITY ACADEMY

4175 NORTH KINGSHIGHWAY BLVD
ST LOUIS,MO63115 		NONE PC GENERAL OPERATING 15,000

A MILLION STARS INC

110 NORTH JEFFERSON
ST LOUIS,MO63103 		NONE PC GENERAL OPERATING 15,000

DELTA GAMMA CENTER FOR- CHILDREN

1750 S BIG BEND BLVD
ST LOUIS,MO63117 		NONE PC GENERAL OPERATING 5,000

EMMAUS HOMES INC

3731 MUELLER ROAD
ST CHARLES,MO63301 		NONE PC GENERAL OPERATING 15,000

EPWORTH CHILDREN & FAMILY SERVICES

110 NORTH ELM AVENUE
ST LOUIS,MO63119 		NONE PC GENERAL OPERATING 7,500

EVANGELICAL CHILDREN'S HOME

8240 ST CHARLES ROCK ROAD
ST LOUIS,MO63114 		NONE PC GENERAL OPERATING 10,000

FOOD OUTREACH INC

3117 OLIVE STREET
ST LOUIS,MO63103 		NONE PC GENERAL OPERATING 20,000

FOSTER CARE COALITION OF GREATER

1750 S BRENTWOOD BLVD - SUITE 210
ST LOUIS,MO63144 		NONE I SCHOLARSHIP 10,000

GATEWAY TO HOPE

845 NORTH NEW BALLAS COURT-SUITE 38
ST LOUIS,MO63141 		NONE I SCHOLARSHIP 7,500

LEMAY CHILD AND FAMILY CENTER

9828 SOUTH BROADWAY
ST LOUIS,MO63125 		NONE PC GENERAL OPERATING 2,500

LIFT FOR LIFE ACADEMY INC

1731 SOUTH BROADWAY
ST LOUIS,MO631044050 		NONE PC GENERAL OPERATING 10,000

LIFT FOR LIFE GYM

1415 CASS AVENUE
ST LOUIS,MO63106 		NONE PC GENERAL OPERATING 10,000

LOYOLA ACADEMY OF ST LOUIS

3851 WASHINGTON BLVD
ST LOUIS,MO63108 		NONE PC GENERAL OPERATING 15,000

LYDIA'S HOUSE INC

PO BOX 2722
ST LOUIS,MO631160722 		NONE PC GENERAL OPERATING 3,000

MARIAN MIDDLE SCHOOL

4130 WYOMING STREET
ST LOUIS,MO63116 		NONE PC GENERAL OPERATING 15,000

MEMORY CARE HOME SOLUTIONS

4389 WEST PINE BLVD
ST LOUIS,MO63108 		NONE PC GENERAL OPERATING 10,000

MIRIAM FOUNDATION

501 BACON AVENUE
ST LOUIS,MO63119 		NONE PC GENERAL OPERATING 10,000

MISSOURI GIRLS TOWN FOUNDATION INC

8548 JADE ROAD
KINGDOM CITY,MO65262 		NONE PC GENERAL OPERATING 20,000

NURSES FOR NEWBORNS

7259 LANSDOWNE - SUITE 100
ST LOUIS,MO63119 		NONE PC GENERAL OPERATING 10,000

OPERATION FOOD SEARCH INC

6282 OLIVE BOULEVARD
ST LOUIS,MO63130 		NONE PC GENERAL OPERATING 40,000

OUR LADY'S INN

8790 MANCHESTER ROAD - SUITE 202
ST LOUIS,MO63144 		NONE PC GENERAL OPERATING 7,500

RAINBOW VILLAGE PROPERTIES INC

1240 DAUTEL LANE
ST LOUIS,MO63146 		NONE PC GENERAL OPERATING 4,000

RANKEN- JORDAN HOME FOR -

11365 DORSETT ROAD
MARYLAND HEIGHTS,MO63043 		NONE PC GENERAL OPERATING 40,000

RANKEN TECHNICAL COLLEGE

4431 FINNEY AVENUE
ST LOUIS,MO631132811 		NONE PC GENERAL OPERATING 20,000

NPOWER MISSOURI INC

3140 CASS AVE
ST LOUIS,MO63106 		NONE PC GENERAL OPERATING 10,000

UNLEASHING POTENTIAL

1000 N VANDEVENTER AVE 2ND FLOOR
ST LOUIS,MO63113 		NONE PC GENERAL OPERATING 10,000

VARIETY THE CHILDRENS CHARITY OF ST LOU

11840 WESTLINE INDUSTRIAL DR
ST LOUIS,MO63146 		NONE PC GENERAL OPERATING 15,000

LITTLE BIT FOUNDATION

1332 BAUR BLVD
OLIVETTE,MO63132 		NONE PC GENERAL OPERATING 10,000

ST JOSEPH INSTITUTE FOR THE DEAF

1300 STRASSNER DRIVE
BRENTWOOD,MO63144 		NONE PC GENERAL OPERATING 5,000

ST LOUIS ARC INC

1177 N WARSON ROAD
ST LOUIS,MO63132 		NONE PC GENERAL OPERATING 5,000

ST LOUIS AREA FOOD BANK INC

70 CORPORATE WOODS DRIVE
BRIDGETON,MO63044 		NONE PC GENERAL OPERATING 40,000

ST LOUIS CHILDREN'S HOSPITAL FDTN

ONE CHILDRENS PLACE
ST LOUIS,MO63110 		NONE PC GENERAL OPERATING 10,000

ST LOUIS CRISIS NURSERY

11710 ADMINISTRATION DR - SUITE 18
ST LOUIS,MO63146 		NONE PC GENERAL OPERATING 30,000

ST LOUIS MERCANTILE LIBRARY ASSOC

ONE UNIVERSITY BLVD
ST LOUIS,MO631214499 		NONE PC GENERAL OPERATING 90,000

SAINT LOUIS UNIVERSITY

ONE NORTH GRAND BOULEVARD
ST LOUIS,MO63103 		NONE PC GENERAL OPERATING 40,000

ST PATRICK CENTER

800 NORTH TUCKER BOULEVARD
ST LOUIS,MO63101 		NONE PC GENERAL OPERATING 30,000

SHERWOOD FOREST CAMP INC

2708 SUTTON BLVD
ST LOUIS,MO63144 		NONE PC GENERAL OPERATING 5,000

SOUTHSIDE EARLY CHILDHOOD CENTER

2101 SOUTH JEFFERSON AVENUE
ST LOUIS,MO63104 		NONE PC GENERAL OPERATING 7,500

WASHINGTON UNIVERSITY IN ST LOUIS

ONE BROOKINGS DRIVE
ST LOUIS,MO631304899 		NONE PC GENERAL OPERATING 75,000

WYMAN CENTER INC

600 KIWANIS DRIVE
EUREKA,MO63025 		NONE PC GENERAL OPERATING 2,500

YOUTH IN NEED

1815 BOONES LICK ROAD
ST CHARLES,MO633012247 		NONE I SCHOLARSHIP 5,000

JAMESTOWN NEW HORIZONS

15350 OLD JAMESTOWN ROAD
FLORISSANT,MO63034 		NONE PC GENERAL OPERATING 7,500

AFFTON CHRISTIAN FOOD PANTRY

4960 HEEGE RD
ST LOUIS,MO63123 		NONE PC GENERAL OPERATING 10,000

STS JOACHIM AND ANN CARE SERVICE

234 WELLSMONT CT
ST CHARLES,MO63304 		NONE PC GENERAL OPERATING 10,000

LUTHERAN FAMILY AND CHILDRENS --

9666 OLIVE BLVD - SUITE 400
ST LOUIS,MO63132 		NONE PC GENERAL OPERATING 7,500

GERMAN ST VINCENT ORPHAN ASSOC

7401 FLORISSANT ROAD
ST LOUIS,MO63121 		NONE I SCHOLARSHIP 15,000

URBAN LEAGUE OF METROPOLITAN ST LOUIS I

1408 N KINGSHIGHWAY
ST LOUIS,MO63113 		NONE PC GENERAL OPERATING 60,000

MARY RYDER HOME

4361 OLIVE ST
ST LOUIS,MO63108 		NONE PC GENERAL OPERATING 5,000

PREVENTED

9355 OLIVE BLVD
ST LOUIS,MO63132 		NONE PC GENERAL OPERATING 5,000

NAMI-ST LOUIS

1810 CRAIG ROAD - SUITE 124
ST LOUIS,MO63146 		NONE PC GENERAL OPERATING 10,000

GOOD SHEPHERD CHILDREN --

1340 PARTRIDGE AVENUE
ST LOUIS,MO63130 		NONE PC GENERAL OPERATING 7,500

ST MARTHA'S HALL

PO BOX 4950
ST LOUIS,MO63108 		NONE PC GENERAL OPERATING 5,000

ST LOUIS COUNTY LIBRARY FOUNDATION

1412 S SPOEDE RD
ST LOUIS,MO63131 		NONE PC GENERAL OPERATING 15,000

UNITED WAY OF NC

1130 KILDAIRE FARM RD
CARY,NC27511 		NONE PC GENERAL OPERATING 20,000

HOME SWEET HOME

10 SUNNEN DR
ST LOUIS,MO63143 		NONE PC GENERAL OPERATING 7,500
Total .................................right arrow 3a 1,468,500
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 ....     14 754,336  
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 ............ 		    18 568,255  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 440  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,323,031  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,323,031
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
POTT FOUNDATION
EIN:
43-6041541
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 15,510     15,510

TY 2024 InvestmentsCorpBondsSchedule
Name:
POTT FOUNDATION
EIN:
43-6041541
Name of Bond End of Year Book Value End of Year Fair Market Value
747525AT0 QUALCOMM INC MTN    
693506BQ9 PPG INDUSTRIES INC    
912810FA1 U S TREASURY BD 425,250 421,172

TY 2024 InvestmentsCorpStockSchedule
Name:
POTT FOUNDATION
EIN:
43-6041541
Name of Stock End of Year Book Value End of Year Fair Market Value
874039100 TAIWAN SEMICONDUCTOR 6,637 106,052
001317205 AIA GROUP LTD ADR 21,228 38,532
009126202 AIR LIQUIDE S A A D 9,330 28,187
23304Y100 DBS GROUP HLDGS LTD 80,311 168,885
87184P109 SYSMEX CORP UNSPON A 43,340 55,699
015393101 ALFA LAVAL AB A D R 15,016 39,827
45104G104 ICICI BANK LTD A D R    
049255706 ATLAS COPCO AB SPONS 15,540 44,467
87155N109 SYMRISE AG UNSPON A 15,998 30,847
641069406 NESTLE SA SPONSORED 46,518 51,553
83569C102 SONOVA HOLDING UNSPO 7,035 27,187
136375102 CANADIAN NATL RAILWA 7,940 22,129
502117203 LOREAL UNSPON A D R 28,725 60,834
M22465104 CHECK POINT SOFTWARE 111,026 165,976
771195104 ROCHE HOLDINGS LTD S 212,359 200,386
05946K101 BANCO BILBAO VIZCAYA 38,063 56,191
237545108 DASSAULT SYSTEMES SA 57,784 75,286
803054204 SAP SE SPON ADR A D 81,452 152,896
40415F101 HDFC BANK LTD A D R 73,639 81,422
45662N103 INFINEON TECHNOLOGIE 44,299 74,427
500458401 KOMATSU LTD SPONS A 29,528 36,008
344419106 FOMENTO ECONOMICO ME 51,498 56,338
54338V101 LONZA GROUP AG UNSPO    
02319V103 AMBEV SA SPN A D R 45,421 23,900
670108109 NOVONESIS NOVOZYMES 17,894 19,450
80687P106 SCHNEIDER ELECT SE U 27,304 71,631
72341E304 PING AN INSURANCE AD 31,085 16,552
767204100 RIO TINTO PLC A D R 34,362 38,109
171269103 CHUGAI PHARMACEUTIC 45,815 75,533
29429L105 EPIROC AB UNSP A D R 18,064 32,550
88032Q109 TENCENT HLDGS LTD A 47,565 53,180
90460M204 UNI CHARM CORPORATIO 29,857 20,829
824667109 SHIONOGI CO LTD UNSP 31,578 23,309
88339J105 TRADE DESK INC THE C 25,192 51,361
375558103 GILEAD SCIENCES INC 70,726 111,583
808513105 SCHWAB CHARLES CORP 81,008 98,877
060505104 BANK OF AMERICA CORP 139,310 213,114
893641100 TRANSDIGM GROUP INC 55,961 84,908
79466L302 SALESFORCE COM INC 87,536 136,407
91324P102 UNITEDHEALTH GROUP I 179,361 238,766
28176E108 EDWARDS LIFESCIENCES 87,683 75,511
46625H100 J P MORGAN CHASE CO 115,659 259,606
30303M102 FACEBOOK INC A 133,880 230,691
65479L108 NITORI HLDGS CO LTD    
931142103 WAL MART STORES INC 69,490 140,675
78409V104 S P GLOBAL INC COM 53,073 81,677
018820100 ALLIANZ SE UNSP A D 45,165 100,232
22160K105 COSTCO WHOLESALE COR 36,413 101,706
H1467J104 CHUBB LTD    
037833100 APPLE INC 527,412 1,007,941
15135B101 CENTENE CORP COM 51,965 51,311
03027X100 AMERICAN TOWER CORP 364,324 309,963
G6095L109 APTIV PLC    
217204106 COPART INC COM 25,804 54,176
57636Q104 MASTERCARD INC 93,495 154,285
461202103 INTUIT INC 25,020 42,738
H01301128 ALCON INC 28,187 38,116
56585A102 MARATHON PETROLEUM C 64,628 268,677
012653101 ALBEMARLE CORP 143,946 94,860
G5960L103 MEDTRONIC PLC 206,056 168,467
594918104 MICROSOFT CORP 535,548 953,855
87612E106 TARGET CORP COM 231,800 199,391
81762P102 SERVICENOW INC 66,453 152,657
00783V104 ADYEN NV UNSPON A D 21,655 35,946
02079K305 ALPHABET INC CL A 301,256 567,332
57667L107 MATCH GROUP INC NEW    
023135106 AMAZON.COM INC 239,698 324,917
70450Y103 PAYPAL HOLDINGS INC    
26876F102 ENN ENERGY HOLDINGS 61,658 37,122
855244109 STARBUCKS CORP COM 125,504 112,785
09247X101 BLACKROCK INC    
717081103 PFIZER INC 162,997 83,941
031162100 AMGEN INC 71,482 88,096
438516106 HONEYWELL INTL INC 158,217 185,456
65339F101 NEXTERA ENERGY INC 230,560 200,158
086516101 BEST BUY CO INC 94,663 90,691
002824100 ABBOTT LABORATORIES 180,937 159,824
12572Q105 CME GROUP INC 129,928 139,106
149123101 CATERPILLAR INC    
92343V104 VERIZON COMMUNICATIO 92,672 73,062
088606108 B H P BILLITON LIMIT 64,118 42,726
G98239109 XP INC CLASS A    
20030N101 COMCAST CORP CLASS A 232,699 181,645
715684106 P T TELEKOMUNIKASI I 37,795 26,254
98954M101 ZILLOW GROUP INC 44,946 51,295
009066101 AIRBNB INC CL A    
G1151C101 ACCENTURE PLC IRELAN 257,865 258,917
67066G104 NVIDIA CORP 201,493 465,181
92826C839 VISA INC 79,711 121,991
437076102 HOME DEPOT INC 267,669 306,913
882508104 TEXAS INSTRUMENTS IN 256,408 248,451
40523H106 HAIER SMART HOME CO 33,569 37,856
17275R102 CISCO SYSTEMS INC 135,955 146,283
138006309 CANON INC SPONS A D 107,560 139,004
26251A108 DSV PANALPINA A S A    
233802107 DAIFUKU CO LTD UNSP 22,778 23,245
007903107 ADVANCED MICRO DEVIC 171,881 174,300
92932M101 WNS HOLDINGS LTD ADR    
609207105 MONDELEZ INTL INC CL 131,604 129,256
006754204 ADECCO GROUP AG A D    
48268K101 KT CORP SP A D R 52,618 62,359
500467501 KONINKLIJKE AHOLD DE 57,008 67,657
25157Y202 DEUTSCHE POST AG A D    
60687Y109 MIZUHO FNL GRP A D R 5,165 4,895
372303206 GENMAB A S SP A D R 86,245 51,925
697435105 PALO ALTO NETWORKS I 55,419 131,375
95MSC2S73 LUKOIL PJSC SPON A D    
00202F102 A P MOLLER MAERSK A 53,753 34,244
433578507 HITACHI LTD A D R 12,598 28,242
654624105 NIPPON TELEGRAPH TEL 77,519 62,519
977874205 WOLTERS KLUWER NV SP 29,366 40,280
824841407 SHISEIDO COMPANY LIM    
56501R106 MANULIFE FINANCIAL C 44,891 78,096
759530108 RELX PLC SPON A D R 59,139 69,674
00287Y109 ABBVIE INC 156,852 185,163
G25839104 COCA COLA EUROPACIFI    
05523R107 B A E SYSTEMS P L C    
04623U102 ASTELLAS PHARMA INC 6,144 3,767
82455C101 SHIMANO INC A D R 20,449 16,310
606776201 MITSUBISHI ELECTRIC 25,605 41,987
66987V109 NOVARTIS AG A D R 143,746 127,476
617446448 MORGAN STANLEY COM N 68,114 114,782
00724F101 ADOBE SYS INC 78,369 80,932
032654105 ANALOG DEVICES INC 101,589 125,776
559222401 MAGNA INTL INC CL 116,794 89,723
907818108 UNION PACIFIC CORP 59,180 65,676
780259305 SHELL PLC SPON A D R 62,291 74,554
226718104 CRITEO SA SPON A D R 28,579 45,098
000375204 ABB LTD A D R 98,963 134,490
00215W100 ASE TECHNOLOGY HOLDI    
045387107 ASSA ABLOY AB A D R 22,932 30,516
05278C107 AUTOHOME INC A D R 18,315 16,738
055622104 BP PLC SPON A D R    
09075V102 BIONTECH SE A D R    
126650100 CVS HEALTH CORPORATI    
166764100 CHEVRON CORP COM 66,518 66,916
204409601 CEMIG SA A D R 4,863 4,567
20825C104 CONOCOPHILLIPS 65,876 68,526
235851102 DANAHER CORP 84,503 92,279
244199105 DEERE CO.    
256135203 DR REDDYS LABORATORI    
26874R108 E N I SPA A D R    
29286D105 ENGIE A D R 11,992 11,804
30215C101 EXPERIAN GROUP LTD A 24,163 24,997
359590304 FUJITSU LTD UNSPON A 25,661 30,449
405552100 HALEON PLC SPON ADS 69,600 75,080
423403104 HELLO GROUP INC A D 11,686 10,948
42751Q105 HERMES INTL A D R    
438128308 HONDA MOTOR CO LTD A    
455793109 INDITEX UNSPON A D R 36,392 50,178
456788108 INFOSYS LTD SP A D R 102,145 97,391
46591M109 JOYY INC A D R 11,781 15,150
502431109 L3HARRIS TECHNOLOGIE 113,898 124,486
550021109 LULULEMON ATHLETICA 37,368 45,507
64110L106 NETFLIX.COM INC    
64110W102 NETEASE INC A D R    
647581206 NEW ORIENTAL ED TECH    
653656108 NICE SYS LTD SPONSOR 15,440 15,795
654445303 NINTENDO LTD A D R 16,881 22,691
670100205 NOVO NORDISK AS A D    
70432V102 PAYCOM SOFTWARE INC    
74340W103 PROLOGIS INC COM 64,900 55,175
747525103 QUALCOMM INC COM 74,619 96,781
78440P306 SK TELECOM LTD A D R 39,309 38,819
786584102 SAFRAN SA UNSPON A D 6,865 7,794
799926100 SANDOZ GROUP AG SPON    
806857108 SCHLUMBERGER LTD COM 57,867 43,439
82706C108 SILICON MOTION TECHN 3,934 4,000
835699307 SONY GROUP CORPORATI 59,458 68,135
89151E109 TOTALENERGIES SE A D    
8AMCSJF37 YANDEX NV    
90353T100 UBER TECHNOLOGIES IN 48,451 95,306
90400P101 ULTRAPAR PARTICIPACO    
911312106 UNITED PARCEL SERVIC 104,395 72,129
92763W103 VIPSHOP HOLDINGS LTD 33,290 31,520
97651M109 WIPRO LIMITED A D R 7,285 7,540
G2519Y108 CREDICORP LTD 23,541 29,515
G25508105 CRH PLC    
G54950103 LINDE PLC SHS 93,753 140,254
L8681T102 SPOTIFY TECHNOLOGY S 55,273 138,240
M2682V108 CYBER ARK SOFTWARE L 7,221 9,661
M7S64H106 MONDAY COM LTD 8,406 7,534
N3167Y103 FERRARI NV    
00687A107 ADIDAS AG A D R 6,184 6,089
01609W102 ALIBABA GROUP HLDG L 35,553 31,033
054536107 AXA SPONS A D R 5,740 5,088
090040106 BILIBILI INC A D R 14,384 15,864
09290D101 BLACKROCK INC COM 217,149 312,659
127097103 COTERRA ENERGY INC 49,026 49,241
19624Y200 COLOPLAST A S A D R 24,799 22,089
25461D100 DISCO CORP A D R 34,166 31,698
294821608 ERICSSON LM TEL SP A 135,743 134,118
36118L106 FUTU HOLDINGS LTD A 15,831 12,878
40052P107 GRUPO FIN BANORTE SP 25,536 21,892
42550U109 HENKEL AG COMPANY KG 20,278 20,463
43289P106 HIMAX TECHNOLOGIES I 4,873 4,961
45262P102 IMPERIAL BRANDS PLC 8,233 8,109
47215P106 JD COM INC A D R 11,866 16,364
48667L106 KDDI CORP ADR 13,875 13,713
553491101 MS D INSURANCE UNSPO 8,819 10,950
58733R102 MERCADOLIBRE INC 38,135 39,110
639057207 NATWEST GROUP PLC SP 78,050 91,154
65535H208 NOMURA HOLDINGS INC 16,395 16,959
684060106 ORANGE SPON A D R 9,500 8,128
686330101 ORIX CORP SPONS A D 5,356 5,205
75629J101 RECRUIT HOLDINGS CO 15,214 18,357
780641205 KONINKLIJKE ROYAL KP 6,882 6,876
80105N105 SANOFI A D R 5,782 4,823
81141R100 SEA LTD ADR 30,188 36,923
871607107 SYNOPSYS INC 55,495 48,536
874060205 TAKEDA PHARMACEUTICA 12,603 12,260
87873R101 TECHTRONIC INDUSTRIE 56,513 52,226
88706T108 TIM S A SPNDR A D R 11,824 9,208
89677Q107 TRIP COM GROUP LTD A 4,983 5,150
911271302 UNITED OVERSEAS BK L 26,640 32,217
92857W308 VODAFONE GROUP PLC A 5,260 5,043
98980A105 ZTO EXPRESS CAYMAN I 28,573 26,451
G3265R107 APTIV PLC COM SHS 67,174 35,502
G4124C109 GRAB HOLDINGS LIMITE 35,307 34,428
G89479102 TORM PLC SHS CL A 8,991 4,882
G98196101 WNS HLDGS LTD COM SH 23,606 13,506
M98068105 WIX COM LTD 9,240 15,662
Y1771G102 COSTAMARE INC 4,951 3,816

TY 2024 InvestmentsOtherSchedule2
Name:
POTT FOUNDATION
EIN:
43-6041541
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
779556109 T ROWE PRICE MID CAP      
949915482 ALLSPRING SPECIAL MI AT COST 1,463,174 1,474,356
316146182 FIDELITY SMALL CAP I AT COST 1,275,179 1,219,235
808524847 SCHWAB US REIT ETF AT COST 944,992 1,041,712
464287457 ISHARES 1 3 YEAR TRE      
31420B300 FEDERATED HERMES INS AT COST 1,528,737 1,398,505
46434G103 ISHARES CORE MSCI EM AT COST 1,306,729 1,467,748
808524870 SCHWAB U S TIPS ETF      
464287226 ISHARES CORE U.S. AG AT COST 2,312,587 2,225,502
56064L298 NYLI CBRE GLOBAL INF AT COST 240,597 249,571
22544R305 CREDIT SUISSE COMMOD AT COST 571,097 548,020
464287804 ISHARES CORE S P SMA AT COST 100,089 108,883
74440B884 PGIM TOTAL RETURN BO AT COST 923,000 895,030
779556406 ROWE T PRICE MID CAP AT COST 1,618,631 1,480,941

TY 2024 OtherAssetsSchedule
Name:
POTT FOUNDATION
EIN:
43-6041541
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
000000000 MISCELLANEOUS ENTRY 10,097 13,861 13,861


TY 2024 OtherDecreasesSchedule
Name:
POTT FOUNDATION
EIN:
43-6041541
Description Amount
ROC ON CY SALES 125
PY RETURN OF CAPITAL ADJUSTMENT 75
WASH SALE ADJUSTMENT 640
COST BASIS ADJUSTMENT 147


TY 2024 OtherExpensesSchedule
Name:
POTT FOUNDATION
EIN:
43-6041541
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER MISC EXPENSES 1,320 0   1,320
ADR FEES 6,063 6,063   0


TY 2024 OtherIncomeSchedule2
Name:
POTT FOUNDATION
EIN:
43-6041541
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 440 440  


TY 2024 OtherIncreasesSchedule
Name:
POTT FOUNDATION
EIN:
43-6041541
Description Amount
PY PENDING SALES 7,693


TY 2024 OtherProfessionalFeesSchedule
Name:
POTT FOUNDATION
EIN:
43-6041541
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 16,377 16,377    


TY 2024 TaxesSchedule
Name:
POTT FOUNDATION
EIN:
43-6041541
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 18,797 18,797   0
FEDERAL TAX PAYMENT - PRIOR YE 303 0   0
FEDERAL ESTIMATES - PRINCIPAL 13,304 0   0
FOREIGN TAXES ON NONQUALIFIED 2,775 2,775   0