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
HELEN N POSTON CHARITABLE TRUST
 
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

43-1621702
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$2,312,960J 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... 67,064 66,649  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 300,890
b Gross sales price for all assets on line 6a 1,957,018
7 Capital gain net income (from Part IV, line 2)... 300,890
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
97 97  
12 Total. Add lines 1 through 11........ 368,051 367,636  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 35,403 31,863   3,540
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,968 1,145   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,871 33,008 0 5,040
25 Contributions, gifts, grants paid....... 96,000 96,000
26 Total expenses and disbursements. Add lines 24 and 25 135,871 33,008 0 101,040
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 232,180
b Net investment income (if negative, enter -0-) 334,628
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......... 155,906 30,732 30,732
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)....... 272,421 Click to see attachment
List of Attached Documents:
// Content
626,826 		759,836
c Investments—corporate bonds (attach schedule)....... 605,025 Click to see attachment
List of Attached Documents:
// Content
685,050 		683,432
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).......... 872,584 Click to see attachment
List of Attached Documents:
// Content
793,759 		838,612
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
1,090 		Click to see attachment
List of Attached Documents:
// Content
348 		Click to see attachment
List of Attached Documents:
// Content
348
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,907,026 2,136,715 2,312,960
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........ 1,907,026 2,136,715
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)..... 1,907,026 2,136,715
30 Total liabilities and net assets/fund balances (see instructions). 1,907,026 2,136,715
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
1,907,026
2
Enter amount from Part I, line 27a .....................
2
232,180
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,139,206
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,491
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,136,715
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 80. AMAZON COM INC COM     2024-02-23
b 490. ISHARES CORE S P 500 ETF   2019-05-23 2024-02-23
c 225. ISHARES MSCI EAFE VALUE ETF   2023-10-05 2024-02-23
d 75. MARATHON PETROLEUM CORP     2024-02-23
e 5. MOTOROLA SOLUTIONS INC   2022-09-22 2024-02-23
120. SCHWAB CHARLES CORP COM NEW     2024-02-23
75. WAL MART STORES INC COM     2024-02-23
15. CHUBB LIMITED COM     2024-02-23
1265.508 AMERICAN CENTURY REAL ESTATE CLASS I   2022-09-22 2024-02-26
2374.612 STONE RIDGE HY REINSUR-I   2023-10-05 2024-02-26
717.658 ALLSPRING SPECIAL MID CAP VAL FD IN   2021-06-01 2024-02-26
25000. F H L B DEB 4.750% 3/08/24   2022-11-21 2024-03-08
25000. BLACKROCK INC 3.500% 3/18/24   2022-09-22 2024-03-18
1. ENDO INTERNATIONAL PLC   1911-11-11 2024-04-01
1. ALLERGAN INC   1911-11-11 2024-04-29
25000. F H L B DEB 1.750% 6/14/24   2022-11-21 2024-06-14
64. ABBOTT LABORATORIES     2024-06-18
30. ABBOTT LABORATORIES   2019-12-16 2024-06-18
69. ABBVIE INC     2024-06-18
20. ABBVIE INC   2022-09-22 2024-06-18
9. AMERICAN TOWER CORP   2024-02-23 2024-06-18
23. AMGEN INC COMMON STOCK     2024-06-18
15. AMGEN INC COMMON STOCK     2024-06-18
47. ANALOG DEVICES INC COM W/ RTS TO PURCHASE PFD SHS     2024-06-18
10. ANALOG DEVICES INC COM W/ RTS TO PURCHASE PFD SHS   2022-09-22 2024-06-18
52. BEST BUY INC COM     2024-06-18
20. BEST BUY INC COM   2022-09-22 2024-06-18
45. CME GROUP INC     2024-06-18
10. CME GROUP INC   2019-12-16 2024-06-18
35. CATERPILLAR INC.     2024-06-18
35. CHEVRONTEXACO CORP COM   2024-02-23 2024-06-18
142. CISCO SYS INC     2024-06-18
75. CISCO SYS INC     2024-06-18
338. COMCAST CORP CL A   2024-02-23 2024-06-18
90. COMCAST CORP CL A     2024-06-18
43. CONOCOPHILLIPS COM   2024-02-23 2024-06-18
20. CONOCOPHILLIPS COM   2022-11-21 2024-06-18
14. DEERE & CO     2024-06-18
120. GILEAD SCIENCES INC COM     2024-06-18
22. HONEYWELL INTERNATIONAL INC   2024-02-23 2024-06-18
35. HONEYWELL INTERNATIONAL INC     2024-06-18
314. INVESCO QQQ TRUST ETF     2024-06-18
107. ISHARES CORE S P 500 ETF   2019-05-23 2024-06-18
194. ISHARES RUSSELL MIDCAP GROWTH ETF   2022-12-09 2024-06-18
1278. ISHARES CORE MSCI EAFE ETF     2024-06-18
772. ISHARES CORE MSCI EAFE ETF     2024-06-18
1. ISHARES CORE MSCI EMERGING MKTS ETF   2024-02-23 2024-06-18
469. ISHARES CORE MSCI EMERGING MKTS ETF   2020-10-29 2024-06-18
64. L3HARRIS TECHNOLOGIES INC     2024-06-18
163. MAGNA INTL INC CL A     2024-06-18
80. MARATHON PETROLEUM CORP     2024-06-18
3. MASTERCARD INC   2024-02-23 2024-06-18
5. MASTERCARD INC   2011-08-04 2024-06-18
159. MONDELEZ INTL INC CL A     2024-06-18
124. MORGAN STANLEY DEAN WITTER & CO     2024-06-18
45. MORGAN STANLEY DEAN WITTER & CO   2022-09-22 2024-06-18
25. NEXTERA ENERGY INC   2022-11-21 2024-06-18
234. PFIZER INC     2024-06-18
50. PFIZER INC   2022-11-21 2024-06-18
74. PROLOGIS INC COM     2024-06-18
58. QUALCOMM INC     2024-06-18
88. STARBUCKS CORP COM     2024-06-18
30. STARBUCKS CORP COM   2022-09-22 2024-06-18
74. TEXAS INSTRUMENTS INC     2024-06-18
20. TEXAS INSTRUMENTS INC   2022-09-22 2024-06-18
8. UNION PAC CORP COM     2024-06-18
10. UNION PAC CORP COM     2024-06-18
45. UNITED PARCEL SERVICE CL B COM     2024-06-18
98. VERIZON COMMUNICATIONS   2024-02-23 2024-06-18
40. VERIZON COMMUNICATIONS   2019-12-17 2024-06-18
10. VISA INC   2024-02-23 2024-06-18
25. VISA INC     2024-06-18
17. ACCENTURE PLC IRELAND SHS CLASS A     2024-06-18
25. ACCENTURE PLC IRELAND SHS CLASS A     2024-06-18
12. LINDE PLC SHS     2024-06-18
5. LINDE PLC SHS   2022-09-22 2024-06-18
135. MEDTRONIC PLC     2024-06-18
25. MEDTRONIC PLC   2022-09-22 2024-06-18
1657.367 BARON EMERGING MARKETS INSTITUTIONAL   2019-02-06 2024-06-20
2799.713 NUVEEN PREFERRED SECS & INC FD CL I   2022-11-21 2024-06-20
341.429 TOUCHSTONE MID CAP Y   2024-02-26 2024-06-20
25000. EXXON MOBIL 2.019% 8/16/24   2022-09-22 2024-08-16
25000. U S TREASURY NT 3.125% 8/31/24   2022-09-22 2024-08-31
10. ALBEMARLE CORP   2024-06-18 2024-10-29
14. ALPHABET INC CL A   2024-06-18 2024-10-29
769.59 AMERICAN CENTURY HIGH INCOME FD Y CL   2023-10-05 2024-10-29
537.115 AMERICAN CENTURY REAL ESTATE CLASS I   2024-06-20 2024-10-29
60. AMERICAN TOWER CORP   2023-10-05 2024-10-29
25. APPLE COMPUTER INC COM     2024-10-29
737.364 ARTISAN HIGH INCOME FUND   2023-10-05 2024-10-29
50. BANK OF AMERICA CORP   2017-02-15 2024-10-29
5. BLACKROCK INC COM   2023-10-05 2024-10-29
5. COSTCO WHOLESALE CORP COM   2024-06-18 2024-10-29
15. DANAHER CORP COM   2024-06-18 2024-10-29
10. EDWARDS LIFESCIENCES CORP COM   2024-06-18 2024-10-29
25000. F H L B DEB 2.125% 12/11/26   2022-11-21 2024-10-29
2179.835 FEDERATED HERMES INSTL HI YLD BD IS     2024-10-29
1291.856 FEDERATED HERMES INSTL HI YLD BD IS   2023-10-05 2024-10-29
422. ISHARES S & P MIDCAP 400 INDEX FUND   2024-06-18 2024-10-29
1370. ISHARES S & P MIDCAP 400 INDEX FUND     2024-10-29
1000. ISHARES IBONDS DEC 2024 TERM CP ETF   2020-06-23 2024-10-29
10. JP MORGAN CHASE & CO COM   2023-10-05 2024-10-29
5. LULULEMON ATHLETICA INC   2024-06-18 2024-10-29
10. MICROSOFT CORP COM   2024-06-18 2024-10-29
380. MOBILEYE GLOBAL INC COMMON CLASS A   2024-06-18 2024-10-29
5. NETFLIX.COM INC COM   2024-06-18 2024-10-29
21. NEXTERA ENERGY INC     2024-10-29
80. NIKE INC. CLASS B   2024-06-18 2024-10-29
20. NVIDIA CORP   2024-06-18 2024-10-29
5. PALO ALTO NETWORKS INC   2024-06-18 2024-10-29
15. S P GLOBAL INC COM   2024-06-18 2024-10-29
35. SALESFORCE COM INC   2024-06-18 2024-10-29
5. SERVICENOW INC   2024-06-18 2024-10-29
10. TARGET CORP   2024-02-23 2024-10-29
55. TRADE DESK INC THE CLASS A   2024-06-18 2024-10-29
466.998 TOUCHSTONE MID CAP Y   2024-02-26 2024-10-29
1487.695 TOUCHSTONE MID CAP Y     2024-10-29
40. UBER TECHNOLOGIES INC   2024-06-18 2024-10-29
4256.356 ULTIMUS MANAGE WESTWOOD SA MLP EN   2022-09-22 2024-10-29
25000. U S TREASURY NT 3.125% 11/15/28   2022-11-21 2024-10-29
25000. U S TREASURY NT 2.125% 5/31/26   2022-11-21 2024-10-29
25000. U S TREASURY NT 1.625% 9/30/26   2022-09-22 2024-10-29
25000. U S TREASURY NT 4.250% 10/31/27   2022-11-21 2024-10-29
25000. U S TREASURY NT 4.375% 11/15/25   2022-11-21 2024-10-29
10. UNITEDHEALTH GRP INC COM     2024-10-29
15. WAL MART STORES INC COM   2024-06-18 2024-10-29
10. ZILLOW GROUP INC   2024-06-18 2024-10-29
15. APTIV PLC   2024-06-18 2024-10-29
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 13,952   6,804 7,148
b 250,190   138,836 111,354
c 11,758   10,720 1,038
d 12,740   4,950 7,790
e 1,651   1,186 465
7,728   5,539 2,189
13,179   7,641 5,538
3,832   1,347 2,485
30,220   32,090 -1,870
21,585   21,419 166
33,766   38,000 -4,234
25,000   24,958 42
25,000   25,000  
26     26
22     22
25,000   25,000  
6,653   6,692 -39
3,119   2,593 526
11,822   11,234 588
3,427   2,805 622
1,735   1,718 17
7,034   6,608 426
4,587   3,549 1,038
11,067   8,702 2,365
2,355   1,482 873
4,870   3,860 1,010
1,873   1,393 480
8,846   9,579 -733
1,966   2,041 -75
11,366   6,974 4,392
5,359   5,415 -56
6,516   7,066 -550
3,442   2,934 508
12,437   14,231 -1,794
3,312   3,648 -336
4,697   4,808 -111
2,185   2,540 -355
5,355   5,185 170
7,548   8,513 -965
4,682   4,421 261
7,448   6,134 1,314
152,338   134,906 17,432
58,798   30,317 28,481
21,456   16,775 4,681
92,993   86,763 6,230
56,174   53,442 2,732
54   51 3
25,263   25,314 -51
14,244   11,265 2,979
6,899   8,589 -1,690
13,794   4,813 8,981
1,349   1,421 -72
2,248   164 2,084
10,508   11,416 -908
12,072   10,232 1,840
4,381   3,917 464
1,759   2,093 -334
6,406   7,007 -601
1,369   2,408 -1,039
8,151   9,006 -855
13,166   7,656 5,510
7,056   8,386 -1,330
2,405   2,634 -229
14,490   11,756 2,734
3,916   3,262 654
1,781   2,004 -223
2,226   2,121 105
6,039   6,817 -778
3,929   3,989 -60
1,604   2,463 -859
2,737   2,843 -106
6,842   3,306 3,536
4,870   5,581 -711
7,162   6,850 312
5,275   5,139 136
2,198   1,385 813
10,783   10,967 -184
1,997   2,112 -115
24,695   22,482 2,213
42,836   42,108 728
18,246   18,611 -365
25,000   25,000  
25,000   25,000  
977   1,000 -23
2,377   2,452 -75
6,688   6,188 500
15,066   12,933 2,133
12,863   9,427 3,436
5,849   2,437 3,412
6,725   6,282 443
2,126   1,233 893
4,914   3,177 1,737
4,440   4,351 89
3,653   3,863 -210
699   890 -191
23,950   23,950  
19,444   19,073 371
11,523   10,709 814
26,486   24,709 1,777
85,986   74,112 11,874
25,169   26,323 -1,154
2,235   1,414 821
1,527   1,572 -45
4,322   4,468 -146
5,073   9,923 -4,850
3,804   3,430 374
1,679   1,196 483
6,299   7,589 -1,290
2,838   2,718 120
1,830   1,587 243
7,335   6,541 794
10,496   8,129 2,367
4,774   3,654 1,120
1,487   1,522 -35
6,655   5,463 1,192
26,834   25,456 1,378
85,483   57,400 28,083
3,195   2,825 370
41,585   30,391 11,194
24,090   24,090  
24,227   24,227  
23,869   23,869  
25,035   25,130 -95
25,051   25,135 -84
5,618   2,754 2,864
1,232   1,013 219
562   476 86
1,041   1,061 -20
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
      6,048
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       7,148
b       111,354
c       1,038
d       7,790
e       465
      2,189
      5,538
      2,485
      -1,870
      166
      -4,234
      42
       
      26
      22
       
      -39
      526
      588
      622
      17
      426
      1,038
      2,365
      873
      1,010
      480
      -733
      -75
      4,392
      -56
      -550
      508
      -1,794
      -336
      -111
      -355
      170
      -965
      261
      1,314
      17,432
      28,481
      4,681
      6,230
      2,732
      3
      -51
      2,979
      -1,690
      8,981
      -72
      2,084
      -908
      1,840
      464
      -334
      -601
      -1,039
      -855
      5,510
      -1,330
      -229
      2,734
      654
      -223
      105
      -778
      -60
      -859
      -106
      3,536
      -711
      312
      136
      813
      -184
      -115
      2,213
      728
      -365
       
       
      -23
      -75
      500
      2,133
      3,436
      3,412
      443
      893
      1,737
      89
      -210
      -191
       
      371
      814
      1,777
      11,874
      -1,154
      821
      -45
      -146
      -4,850
      374
      483
      -1,290
      120
      243
      794
      2,367
      1,120
      -35
      1,192
      1,378
      28,083
      370
      11,194
       
       
       
      -95
      -84
      2,864
      219
      86
      -20
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 300,890
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 4,651
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 4,651
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 4,651
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,044
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,044
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 3,607
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 (816) 364-7249

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)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
US BANK N A TRUSTEE
1 		35,403    
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
2,262,621
b
Average of monthly cash balances.......................
1b
76,932
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,339,553
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
2,339,553
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
35,093
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,304,460
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
115,223
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
115,223
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,651
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,651
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
110,572
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
110,572
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
110,572
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
101,040
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
101,040
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 7 110,572
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 60,002
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 101,040
a Applied to 2023, but not more than line 2a 60,002
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..... 41,038
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		69,534
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
BILL TITCOMB
US BANK NA PO BOX 308
ST JOSEPH,MO64502
(816) 364-7245
bThe form in which applications should be submitted and information and materials they should include:
LETTER SHOWING NEED AND REQUEST
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
TO 501(C)(3) ORGANIZATIONS
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

AFL-CIO NWMO UNITED LABOR COMMUNITY SERV

1203 N 6TH STREET
ST JOSPEH,MO64501 		NONE PC GENERAL OPERATING 10,000

OPEN DOOR FOOD KITCHEN OF ST JOSEPH

615 S 8TH STREET
ST JOSEPH,MO64501 		NONE PC GENERAL OPERATING 5,000

ALLIED ARTS COUNCIL OF ST JOSEPH

118 S 8TH STREET
ST JOSEPH,MO64501 		NONE PC GENERAL OPERATING 5,000

YWCA OF ST JOSEPH

304 N 8TH STREET
ST JOSEPH,MO64501 		NONE PC GENERAL OPERATING 4,500

SECOND HARVEST COMMUNITY FOOD BANK

915 DOUGLAS ST
ST JOSEPH,MO64505 		NONE PC GENERAL OPERATING 10,000

UNITED WAY OF GREATER ST JOSEPH

118 S 5TH STREET
ST JOSEPH,MO64501 		NONE PC GENERAL OPERATING 10,000

GIRL SCOUTS OF NE KS & NW MO

10561 BARKLEY ST SUITE 105
OVERLAND PARK,KS66212 		NONE PC GENERAL OPERATING 5,000

INTERSERV

5400 KING HILL AVENUE
SAINT JOSEPH,MO64504 		NONE PC GENERAL OPERATING 15,000

PONY EXPRESS COUNCIL BSA

1704 BUCKINGHAM ST
ST JOSEPH,MO64506 		NONE PC GENERAL OPERATING 14,000

SALVATION ARMY

602 MESSANIE
ST JOSEPH,MO64501 		NONE PC GENERAL OPERATING 15,000

PONY EXPRESS NATIONAL MUSEUM

914 PENN STREET
ST JOSEPH,MO64503 		NONE PC GENERAL OPERATING 2,500
Total .................................right arrow 3a 96,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 67,064  
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 ............ 		    18 300,890  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 97  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   368,051  
13Total. Add line 12, columns (b), (d), and (e)..................
13
368,051
(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:
HELEN N POSTON CHARITABLE TRUST
EIN:
43-1621702
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2024 InvestmentsCorpBondsSchedule
Name:
HELEN N POSTON CHARITABLE TRUST
EIN:
43-1621702
Name of Bond End of Year Book Value End of Year Fair Market Value
25468PDF0 WALT DISNEY MTN 75,943 74,251
110122BB3 BRISTOL MYERS 75,923 73,170
594918BR4 MICROSOFT CORP 23,395 24,250
931142EE9 WALMART INC 24,244 24,427
9128286X3 U S TREASURY NT    
166764BL3 CHEVRON CORP 23,734 24,512
912828YG9 U S TREASURY NT    
09247XAL5 BLACKROCK INC    
3130A5R35 F H L B DEB 24,020 24,843
3133EKPH3 F F C B DEB 23,683 24,761
30231GBC5 EXXON MOBIL    
742718EV7 PROCTER GAMBLE CO 23,506 24,063
91282CFW6 U S TREASURY NT    
9128285M8 U S TREASURY NT    
037833DN7 APPLE INC 22,943 24,048
3130A9YY1 F H L B DEB    
91282CFU0 U S TREASURY NT    
91282CFG1 U S TREASURY NT    
3130A8HK2 F H L B DEB    
3130ATUQ8 F H L B DEB    
961214ER0 WESTPAC BKG CORP 22,079 23,853
02665WEV9 AMERICAN HONDA MTN 25,726 25,676
05724BAA7 BAKER HUGHES LLC L P 24,699 24,491
20030NCU3 COMCAST CORP 24,402 24,108
3130ATHX8 F H L B DEB 24,997 24,659
3130ATHY6 F H L B DEB 24,756 24,258
3130AXEZ7 F H L B DEB 25,780 25,373
3133EL2Z6 F F C B DEB 20,839 20,593
3133EPKW4 F F C B DEB 24,640 24,462
438516CZ7 HONEYWELL INTL INC 25,089 24,597
45866FAV6 INTERCONTINENTAL 24,742 24,472
482480AL4 KLA CORP SR NT 24,859 24,462
808513AZ8 CHARLES SCHWAB CORP 24,483 24,225
91324PFA5 UNITEDHEALTH GRP 4.9 25,223 24,853
94106LBY4 WASTE MGMT INC 25,345 25,025

TY 2024 InvestmentsCorpStockSchedule
Name:
HELEN N POSTON CHARITABLE TRUST
EIN:
43-1621702
Name of Stock End of Year Book Value End of Year Fair Market Value
H1467J104 CHUBB LTD    
91324P102 UNITEDHEALTH GROUP I 15,518 20,234
060505104 BANK OF AMERICA CORP 14,142 18,899
46625H100 J P MORGAN CHASE CO 13,970 23,971
375558103 GILEAD SCIENCES INC    
02079K305 ALPHABET INC CL A 17,396 40,700
57636Q104 MASTERCARD INC 328 5,266
20030N101 COMCAST CORP CL A    
56585A102 MARATHON PETROLEUM C 2,585 6,278
17275R102 CISCO SYSTEMS INC    
931142103 WAL MART STORES INC 12,494 16,715
438516106 HONEYWELL INTERNATIO    
92826C839 VISA INC    
023135106 AMAZON.COM INC 38,395 46,072
594918104 MICROSOFT CORP 25,702 52,688
012653101 ALBEMARLE CORP 5,728 6,886
92343V104 VERIZON COMMUNICATIO    
808513105 SCHWAB CHARLES CORP 8,727 8,881
002824100 ABBOTT LABORATORIES    
037833100 APPLE INC 33,737 58,849
031162100 AMGEN INC    
437076102 HOME DEPOT INC 17,252 21,394
12572Q105 CME GROUP INC    
907818108 UNION PACIFIC CORP    
620076307 MOTOROLA SOLUTIONS I    
20825C104 CONOCOPHILLIPS    
855244109 STARBUCKS CORP    
09247X101 BLACKROCK INC    
717081103 PFIZER INC    
149123101 CATERPILLAR INC    
G1151C101 ACCENTURE PLC CL A    
G5960L103 MEDTRONIC PLC    
617446448 MORGAN STANLEY    
086516101 BEST BUY CO INC    
882508104 TEXAS INSTRUMENTS IN    
032654105 ANALOG DEVICES INC    
00287Y109 ABBVIE INC    
65339F101 NEXTERA ENERGY INC 10,288 13,980
87612E106 TARGET CORP COM 20,911 19,601
03027X100 AMERICAN TOWER CORP 5,634 6,419
244199105 DEERE CO.    
502431109 L3HARRIS TECHNOLOGIE    
559222401 MAGNA INTL INC CL    
609207105 MONDELEZ INTERNATION    
74340W103 PROLOGIS INC    
747525103 QUALCOMM INC    
911312106 UNITED PARCEL SERVIC    
G54950103 LINDE PLC SHS    
00724F101 ADOBE SYS INC 15,682 13,340
007903107 ADVANCED MICRO DEVIC 20,893 16,307
09290D101 BLACKROCK INC COM 6,396 10,251
127097103 COTERRA ENERGY INC 6,443 6,896
15135B101 CENTENE CORP COM 11,599 10,602
166764100 CHEVRON CORP COM 8,908 8,690
217204106 COPART INC COM 4,389 4,591
22160K105 COSTCO WHOLESALE COR 4,351 4,581
235851102 DANAHER CORP 12,878 11,478
26142V105 DRAFTKINGS INC NEW 11,248 9,672
28176E108 EDWARDS LIFESCIENCES 7,121 5,922
29444U700 EQUINIX INC 9,100 9,429
30303M102 FACEBOOK INC A 24,939 29,276
461202103 INTUIT INC 6,101 6,285
532457108 ELI LILLY CO 8,912 7,720
550021109 LULULEMON ATHLETICA 6,288 7,648
67066G104 NVIDIA CORP 59,797 59,088
697435105 PALO ALTO NETWORKS I 19,040 21,835
78409V104 S P GLOBAL INC COM 8,722 9,961
79466L302 SALESFORCE COM INC 6,967 10,030
806857108 SCHLUMBERGER LTD COM 15,813 13,611
81762P102 SERVICENOW INC 10,962 15,902
871607107 SYNOPSYS INC 9,301 7,280
88339J105 TRADE DESK INC THE C 13,409 15,867
893641100 TRANSDIGM GROUP INC 13,402 12,673
90353T100 UBER TECHNOLOGIES IN 19,777 16,890
922475108 VEEVA SYSTEMS INC-CL 7,184 8,410
92537N108 VERTIV HOLDINGS CO 8,126 9,657
98954M101 ZILLOW GROUP INC 8,807 13,107
G29183103 EATON CORP PLC SHS 10,392 9,956
G3265R107 APTIV PLC COM SHS 7,072 6,048

TY 2024 InvestmentsOtherSchedule2
Name:
HELEN N POSTON CHARITABLE TRUST
EIN:
43-1621702
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
46432F842 ISHARES CORE MSCI EA      
46434VBG4 ISHARES IBONDS DEC 2      
46434G103 ISHARES CORE MSCI EM AT COST 42,169 45,170
949915482 ALLSPRING SPECIAL MI      
464287507 ISHARES CORE SP MID-      
025076878 AMERICAN CENTURY REA      
464287200 ISHARES CORE S P 500 AT COST 55,052 73,585
922908686 VANGUARD SMALL CAP I AT COST 26,722 36,378
149498107 CAUSEWAY EMERGING MA AT COST 45,825 44,003
90386K720 ULTIMUS MANAGE WESTW AT COST 32,558 38,218
06828M876 BARON EMERGING MARKE      
670700400 NUVEEN PREFERRED SEC      
89155H793 TOUCHSTONE MID CAP Y      
464287804 ISHARES CORE S P SMA AT COST 24,318 35,142
464287481 ISHARES RUSSELL MIDC AT COST 18,159 26,618
024932154 AMERICAN CENTURY HIG AT COST 23,495 24,122
04314H568 ARTISAN HIGH INCOME AT COST 23,646 24,209
31420B300 FEDERATED HERMES INS      
46090E103 INVESCO QQQ TRUST ET      
464288877 ISHARES MSCI EAFE VA      
861728400 STONE RIDGE HY REINS      
89609H704 TRIBUTARY SMALL COMP AT COST 27,853 31,866
921910501 VANGUARD INTERNATION AT COST 21,079 21,809
02508F828 AMERICAN CENTURY REA AT COST 10,378 11,364
315911727 FIDELITY INTERNATION AT COST 244,802 232,944
316146265 FIDELITY MID CAP IND AT COST 197,703 193,184

TY 2024 OtherAssetsSchedule
Name:
HELEN N POSTON CHARITABLE TRUST
EIN:
43-1621702
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INCOME   0 0
000000000 MISCELLANEOUS ENTRY 1,090 348 348


TY 2024 OtherDecreasesSchedule
Name:
HELEN N POSTON CHARITABLE TRUST
EIN:
43-1621702
Description Amount
CY PURCHASE OF ACCRUED INTEREST 2,046
ROC ON CY SALES 6
PY RETURN OF CAPITAL ADJUSTMENT 79
ULTIMUS MANAGE BASIS ADJUSTMENT 356
ROUNDING 4


TY 2024 OtherIncomeSchedule2
Name:
HELEN N POSTON CHARITABLE TRUST
EIN:
43-1621702
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 97 97  


TY 2024 TaxesSchedule
Name:
HELEN N POSTON CHARITABLE TRUST
EIN:
43-1621702
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 374 374   0
FEDERAL TAX PAYMENT - PRIOR YE 779 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,044 0   0
FOREIGN TAXES ON NONQUALIFIED 771 771   0