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
THE FRANCES & WILLIAM H BEATTIE FDN
 
Number and street (or P.O. box number if mail is not delivered to street address)50 WEST LIBERTY STREET SUITE 650
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RENO, NV895022408
A Employer identification number

57-6113645
B Telephone number (see instructions)

(800) 421-9865
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$5,564,142J 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... 143,563 142,591  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 414,303
b Gross sales price for all assets on line 6a 971,673
7 Capital gain net income (from Part IV, line 2)... 414,303
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 557,866 556,894  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 13,486     13,486
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
34,644 34,644   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,100 4,308   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
1,045 55   990
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 59,275 39,007 0 14,476
25 Contributions, gifts, grants paid....... 277,000 277,000
26 Total expenses and disbursements. Add lines 24 and 25 336,275 39,007 0 291,476
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 221,591
b Net investment income (if negative, enter -0-) 517,887
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......... 97,292 192,315 192,315
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,047,460 Click to see attachment
List of Attached Documents:
// Content
1,122,044 		2,468,702
c Investments—corporate bonds (attach schedule).......      
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).......... 2,552,374 Click to see attachment
List of Attached Documents:
// Content
2,600,971 		2,903,125
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,697,126 3,915,330 5,564,142
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........ 3,697,126 3,915,330
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)..... 3,697,126 3,915,330
30 Total liabilities and net assets/fund balances (see instructions). 3,697,126 3,915,330
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
3,697,126
2
Enter amount from Part I, line 27a .....................
2
221,591
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,918,717
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,387
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,915,330
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 54. CME GROUP INC     2024-01-12
b 21. EQUINIX INC     2024-01-12
c 216. NOVO NORDISK A/S ADR     2024-01-12
d 41. VISA INC     2024-01-12
e 19. ASML HLDG N V   2016-12-13 2024-01-12
352. LONDON STOCK EXCHANGE GROUP PLC     2024-01-19
12. AMETEK INC NEW   2020-05-12 2024-01-22
24. CME GROUP INC   2012-10-19 2024-01-22
112. CARRIER GLOBAL CORP COM     2024-01-22
7. CHIPOTLE MEXICAN GRILL INC   2018-09-05 2024-01-22
76. COMCAST CORP NEW CL A     2024-01-22
1. EQUINIX INC   2018-04-24 2024-01-22
10. ELI LILLY & CO COM     2024-01-22
25. MOODYS CORP   2015-03-31 2024-01-22
10. VISA INC     2024-01-22
49. WASTE CONNECTIONS INC   2016-06-01 2024-01-22
63. CHUBB LTD   2011-06-20 2024-01-22
14. APPLE INC   2022-12-29 2024-01-23
18. ASTRAZENECA PLC SPONS ADR   2020-05-06 2024-01-23
28. CMS ENERGY CORP   2023-10-26 2024-01-23
339. CSX CORP COM     2024-01-23
76. CHEVRON CORP   2009-02-12 2024-01-23
95. CONOCOPHILLIPS     2024-01-23
5. CONOCOPHILLIPS   2016-08-30 2024-01-23
144. EDWARDS LIFESCIENCES CORP   2019-07-02 2024-01-23
15. GALLAGHER ARTHUR J & CO   2020-06-04 2024-01-23
66. HILTON WORLDWIDE HOLDINGS INC     2024-01-23
51. HONEYWELL INTERNATIONAL INC     2024-01-23
45. J P MORGAN CHASE & CO   2002-09-12 2024-01-23
56. JOHNSON & JOHNSON COM   2023-08-11 2024-01-23
9. KLA TENCOR CORP   2020-06-30 2024-01-23
53. MARSH & MCLENNAN COS INC     2024-01-23
20. MONDELEZ INTERNATIONAL INC   2015-02-05 2024-01-23
70. NESTLE S A SPONSORED ADR   2002-08-20 2024-01-23
19. NORTHROP GRUMMAN CORP     2024-01-23
200. PG&E CORP     2024-01-23
110. PG&E CORP     2024-01-23
277. PG&E CORP     2024-01-23
70. PROGRESSIVE CORP OHIO     2024-01-23
22. SEMPRA ENERGY   2016-03-10 2024-01-23
15. TAKE-TWO INTERACTIVE SOFTWARE   2023-03-07 2024-01-23
14. UNITED HEALTH GROUP INC   2009-11-03 2024-01-23
82. YUM BRANDS INC     2024-01-23
41. AON PLC REGISTERED SHS CL A     2024-01-23
17. ASML HLDG N V     2024-01-23
18. AES CORPORATION   2023-01-27 2024-01-24
351. AES CORPORATION     2024-01-24
64. NORFOLK SOUTHERN CORP     2024-01-24
100. VESTIS CORP COM   2022-03-15 2024-01-29
100. GODADDY INC - CLASS A     2024-01-31
36. GODADDY INC - CLASS A   2017-11-03 2024-02-06
1. VESTIS CORP COM   2022-03-15 2024-02-07
63. JOHNSON & JOHNSON COM     2024-02-07
9. GODADDY INC - CLASS A   2017-11-03 2024-02-08
22. UNITED HEALTH GROUP INC   2009-11-03 2024-02-09
21. CONOCOPHILLIPS   2016-08-30 2024-02-28
58. NIKE INC CL B     2024-03-04
25. CHUBB LTD   2011-06-20 2024-03-05
9. EQUINIX INC     2024-03-15
22. KARUNA THERAPEUTICS   2023-03-22 2024-03-18
36. ZOETIS INC   2023-01-24 2024-03-18
5. ADOBE SYS INC COM     2024-03-26
34. CONSTELLATION ENERGYCORP COM   2022-03-23 2024-03-28
.75 GE VERNOVA INC COM   2023-03-30 2024-04-02
4. ALNYLAM PHARMACEUTICALS INC   2023-05-03 2024-04-10
9.75 GE VERNOVA INC COM     2024-04-10
23.25 GE VERNOVA INC COM     2024-04-10
47. BOEING COMPANY     2024-04-18
10. ADOBE SYS INC COM   2019-01-16 2024-04-30
25. INTEL CORPORATION   2023-10-10 2024-04-30
100. INTEL CORPORATION   2023-10-10 2024-04-30
340. BRISTOL MYERS SQUIBB CO COM     2024-05-02
109. CVS HEALTH CORP   2023-10-19 2024-05-02
19. AON PLC REGISTERED SHS CL A   2010-04-02 2024-05-06
100. BRISTOL MYERS SQUIBB CO COM   2024-01-24 2024-05-17
82. BRISTOL MYERS SQUIBB CO COM   2024-01-24 2024-05-20
82. TRIMBLE NAV LTD   2023-10-10 2024-05-31
18. TRIMBLE NAV LTD     2024-05-31
19. TRIMBLE NAV LTD     2024-06-06
105. TRIMBLE NAV LTD     2024-06-11
17. EOG RESOURCES INC   2020-04-03 2024-06-13
14. MOLSON COORS BREWING CO   2023-08-11 2024-06-27
100. MOLSON COORS BREWING CO   2023-08-11 2024-06-27
51. CITIZENS FINANCIAL GROUP INC   2023-09-06 2024-06-28
200. CITIZENS FINANCIAL GROUP INC   2023-09-06 2024-06-28
61. PNC FINANCIAL SERVICES GROUP INC/THE     2024-07-16
23. ABBOTT LABORATORIES   2024-01-22 2024-07-31
6. ABBVIE INC   2023-01-27 2024-07-31
51. AIRBUS GROUP NV   2017-01-05 2024-07-31
2. ALNYLAM PHARMACEUTICALS INC     2024-07-31
25. ALPHABET INC   2023-01-27 2024-07-31
23. AMAZON COM INC   2016-06-03 2024-07-31
6. AMETEK INC NEW   2023-01-27 2024-07-31
1. AMGEN INC COMMON STOCK   2024-02-08 2024-07-31
8. ANALOG DEVICES INC   2021-10-08 2024-07-31
16. ANHEUSER BUSCH INBEV SPN ADR   2020-08-03 2024-07-31
1. ELEVANCE HEALTH INC   2019-05-31 2024-07-31
18. APPLE INC     2024-07-31
5. APPLIED MATERIALS INC   2023-01-27 2024-07-31
28. ARAMARK HOLDINGS CORP   2022-03-15 2024-07-31
15. ASTRAZENECA PLC SPONS ADR     2024-07-31
2. ATLASSIAN CORP CL A   2023-10-19 2024-07-31
4. BOEING COMPANY   2024-05-21 2024-07-31
86. BROADCOM INC   2009-02-19 2024-07-31
1. BURLINGTON STORES INC   2023-10-19 2024-07-31
10. CSX CORP COM   2017-08-28 2024-07-31
16. CARRIER GLOBAL CORP COM   2023-06-30 2024-07-31
2. CHEVRON CORP   2009-02-12 2024-07-31
62. CHIPOTLE MEXICAN GRILL INC     2024-07-31
26. COMCAST CORP NEW CL A   2010-09-30 2024-07-31
21. CONOCOPHILLIPS   2024-04-01 2024-07-31
3. CONSTELLATION BRANDS INC   2024-01-22 2024-07-31
35. CONSTELLATION ENERGYCORP COM   2024-04-25 2024-07-31
7. DANAHER CORP COMMON     2024-07-31
6. DARDEN RESTAURANTS INC COM   2020-05-11 2024-07-31
3. DISCOVER FINANCIAL SERVICES   2024-06-27 2024-07-31
6. EDISON INTERNATIONAL   2022-03-31 2024-07-31
14. ELECTRONIC ARTS     2024-07-31
4. ENTERGY CORP NEW COM   2024-01-16 2024-07-31
2. EQUIFAX INC   2023-01-27 2024-07-31
5. EXXON MOBIL CORP   2023-01-27 2024-07-31
7. META PLATFORMS INC   2024-05-02 2024-07-31
3. FEDEX CORPORATION   2023-10-10 2024-07-31
3. GALLAGHER ARTHUR J & CO   2023-01-27 2024-07-31
10. GENERAL ELECTRIC CO   2023-03-30 2024-07-31
5. HEICO CORP NEW CL A   2020-02-14 2024-07-31
10. JACK HENRY ASSOCIATES INC   2011-04-12 2024-07-31
2. HILTON WORLDWIDE HOLDINGS INC   2023-05-03 2024-07-31
60. I T T INC   2022-02-08 2024-07-31
15. INGERSOLL RAND INC   2024-05-22 2024-07-31
8. J P MORGAN CHASE & CO   2002-09-12 2024-07-31
5. KLA TENCOR CORP   2020-06-30 2024-07-31
5. KKR AND CO INC   2023-11-28 2024-07-31
21. KRAFT HEINZ CO COM   2022-09-21 2024-07-31
1. ESTEE LAUDER COMPANIES INC CL A   2020-03-17 2024-07-31
2. ELI LILLY & CO COM   2017-10-03 2024-07-31
2. LINCOLN ELECTRIC HOLDINGS INC   2023-05-17 2024-07-31
4. MSCI INC-A   2019-11-22 2024-07-31
12. MARSH & MCLENNAN COS INC   2011-09-06 2024-07-31
3. MASTERCARD INC   2022-02-08 2024-07-31
24. MICROSOFT CORP COM     2024-07-31
10. MICRON TECHNOLOGY   2023-10-19 2024-07-31
7. MONDELEZ INTERNATIONAL INC   2023-01-27 2024-07-31
4. MORGAN STANLEY COM   2023-01-27 2024-07-31
12. NIKE INC CL B   2010-08-02 2024-07-31
2. NORTHROP GRUMMAN CORP   2016-10-17 2024-07-31
21. NVIDIA CORP   2024-04-30 2024-07-31
18. PG&E CORP   2023-02-06 2024-07-31
8. PNC FINANCIAL SERVICES GROUP INC/THE   2023-05-24 2024-07-31
2. PROGRESSIVE CORP OHIO   2023-07-18 2024-07-31
1. REGENERON PHARMACEUTICALS INC   2023-06-26 2024-07-31
6. SAFRAN SA-UNSPON ADR   2024-01-19 2024-07-31
6. SALESFORCE COM INC   2024-01-23 2024-07-31
2. SAREPTA THERAPEUTICS INC   2024-07-17 2024-07-31
6. SEMPRA ENERGY   2016-03-10 2024-07-31
2. SERVICENOW INC   2023-01-27 2024-07-31
2. SHERWIN-WILLIAMS COMPANY COMMON   2016-10-19 2024-07-31
1. SOUTHERN COMPANY   2023-10-31 2024-07-31
5. STATE ST CORP COM   2020-08-11 2024-07-31
5. TJX COS INC/THE   2023-01-27 2024-07-31
5. TAKE-TWO INTERACTIVE SOFTWARE   2023-03-07 2024-07-31
6. T C ENERGY CORP   2023-11-21 2024-07-31
1. TEXAS INSTRUMENTS INC   2024-01-23 2024-07-31
39. TOAST INC   2024-04-08 2024-07-31
1. TRACTOR SUPPLY CO   2023-02-17 2024-07-31
3. TRANSDIGM GROUP INC   2016-01-13 2024-07-31
100. TRIMBLE NAV LTD     2024-07-31
26. TRUIST FINL CORP   2024-07-15 2024-07-31
4. UNION PACIFIC CORP   2023-08-11 2024-07-31
15. UNITED CONTINENTAL HOLDINGS INC   2022-02-08 2024-07-31
3. UNITED HEALTH GROUP INC   2009-11-03 2024-07-31
5. VERALTO CORP COM   2023-01-25 2024-07-31
14. VISA INC     2024-07-31
12. WASTE CONNECTIONS INC   2016-06-01 2024-07-31
42. WELLS FARGO & CO NEW   2023-07-12 2024-07-31
2. YUM BRANDS INC   2020-10-21 2024-07-31
1. AON PLC REGISTERED SHS CL A   2010-04-02 2024-07-31
6. ACCENTURE PLC   2024-01-22 2024-07-31
7. LINDE PLC NEW   2022-01-07 2024-07-31
3. ASML HLDG N V   2016-10-18 2024-07-31
5. ROYAL CARIBBEAN CRUISES LTD   2024-03-20 2024-07-31
69. TRIMBLE NAV LTD   2024-01-23 2024-08-06
185. WELLS FARGO & CO NEW     2024-08-06
87. CENTERPOINT ENERGY INC   2024-05-21 2024-08-15
150. CENTERPOINT ENERGY INC     2024-08-15
50. CENTERPOINT ENERGY INC     2024-08-15
22. AON PLC REGISTERED SHS CL A   2010-04-02 2024-08-19
35. ESTEE LAUDER COMPANIES INC CL A     2024-08-21
35. ABBVIE INC   2024-01-23 2024-08-26
29. LINCOLN ELECTRIC HOLDINGS INC   2023-05-17 2024-08-27
36. DOLLAR GENERAL CORP   2023-11-30 2024-08-30
43. BOEING COMPANY   2024-05-21 2024-09-16
40. NIKE INC CL B   2010-08-02 2024-09-16
15. MSCI INC-A     2024-09-17
1. CHARTER COMMUNICATIONS INC-A   2023-09-01 2024-09-19
38. DOLLAR GENERAL CORP   2023-11-30 2024-09-19
23. ABBOTT LABORATORIES   2024-01-22 2024-10-04
39. CHEVRON CORP   2009-02-12 2024-10-04
15. LINDE PLC NEW   2022-01-07 2024-10-07
22. CONSTELLATION BRANDS INC     2024-10-09
5. CONSTELLATION BRANDS INC   2023-01-27 2024-10-09
51. ABBOTT LABORATORIES     2024-10-17
43. SAREPTA THERAPEUTICS INC   2024-07-17 2024-10-17
51. NIKE INC CL B   2010-08-02 2024-10-22
26. CONSTELLATION ENERGYCORP COM   2024-10-07 2024-10-28
12. CONSTELLATION ENERGYCORP COM   2022-03-23 2024-10-28
60. CHURCHILL DOWNS INC   2023-09-18 2024-10-29
5. ASML HLDG N V   2016-10-18 2024-10-29
156. KRAFT HEINZ CO COM     2024-10-31
88. NIKE INC CL B   2010-08-02 2024-11-01
42. SOUTH BOW CORP REGISTERED SHS   2023-11-21 2024-11-01
27. VERALTO CORP COM   2024-01-22 2024-11-01
37.99 VERALTO CORP COM     2024-11-01
18. J P MORGAN CHASE & CO   2002-09-12 2024-11-04
18. TAKE-TWO INTERACTIVE SOFTWARE   2023-03-07 2024-11-04
40. CONSTELLATION BRANDS INC   2023-11-13 2024-11-13
9. UNION PACIFIC CORP   2023-08-11 2024-11-14
27. VISA INC     2024-11-14
74. ABBOTT LABORATORIES     2024-11-20
27. VISA INC   2009-02-26 2024-11-20
12. SAIA INC   2023-09-06 2024-12-03
84. SOUTHERN COMPANY   2023-10-31 2024-12-19
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 10,665   3,055 7,610
b 17,009   8,637 8,372
c 23,141   5,318 17,823
d 10,818   4,712 6,106
e 13,511   1,988 11,523
10,292   8,877 1,415
1,956   979 977
4,877   1,355 3,522
6,301   4,409 1,892
16,283   3,350 12,933
3,307   2,152 1,155
805   409 396
6,287   2,516 3,771
9,721   2,599 7,122
2,714   698 2,016
7,449   2,140 5,309
15,047   4,065 10,982
2,721   1,818 903
1,191   981 210
1,585   1,545 40
11,799   5,832 5,967
10,804   5,245 5,559
10,268   11,239 -971
540   212 328
10,777   8,823 1,954
3,588   1,467 2,121
12,437   7,312 5,125
10,272   8,964 1,308
7,608   994 6,614
8,955   9,681 -726
5,547   1,743 3,804
10,561   1,505 9,056
1,475   714 761
7,697   1,523 6,174
8,884   4,646 4,238
3,296   3,483 -187
1,813   1,905 -92
4,565   4,317 248
11,979   8,853 3,126
1,572   1,079 493
2,473   1,759 714
7,203   377 6,826
10,789   8,823 1,966
12,540   2,970 9,570
13,023   1,745 11,278
298   497 -199
5,804   4,700 1,104
15,256   9,308 5,948
2,164   1,868 296
10,738   4,761 5,977
3,945   1,680 2,265
20   19 1
9,957   10,513 -556
1,011   420 591
11,401   592 10,809
2,350   890 1,460
5,780   5,498 282
6,229   1,613 4,616
7,674   3,955 3,719
7,260   3,549 3,711
6,129   5,969 160
2,553   1,625 928
6,277   1,744 4,533
107   57 50
613   800 -187
1,320   1,197 123
3,148   1,674 1,474
8,044   9,774 -1,730
4,632   2,413 2,219
761   911 -150
3,066   3,645 -579
14,885   17,231 -2,346
5,957   7,725 -1,768
5,388   932 4,456
4,402   5,043 -641
3,594   4,135 -541
4,558   4,272 286
1,001   1,007 -6
1,051   983 68
5,773   5,423 350
2,024   665 1,359
709   896 -187
5,029   6,401 -1,372
1,805   1,427 378
7,107   5,595 1,512
10,648   7,802 2,846
2,434   2,637 -203
1,115   882 233
1,925   868 1,057
474   333 141
4,318   2,512 1,806
4,293   834 3,459
1,047   859 188
335   293 42
1,842   1,347 495
954   875 79
531   278 253
4,005   1,073 2,932
1,046   561 485
964   739 225
1,190   884 306
357   396 -39
772   741 31
13,607   297 13,310
259   121 138
351   165 186
1,096   797 299
321   138 183
3,360   1,611 1,749
1,076   236 840
2,340   2,691 -351
736   757 -21
6,574   6,575 -1
1,950   1,640 310
884   444 440
434   369 65
480   421 59
2,111   1,803 308
463   413 50
560   434 126
597   584 13
3,320   3,091 229
911   775 136
853   589 264
1,695   750 945
951   513 438
1,721   331 1,390
429   293 136
8,571   5,633 2,938
1,501   1,439 62
1,718   177 1,541
4,002   968 3,034
623   347 276
740   734 6
100   151 -51
1,594   172 1,422
412   337 75
2,179   1,030 1,149
2,663   340 2,323
1,387   1,135 252
9,994   4,605 5,389
1,099   684 415
482   450 32
415   385 30
900   223 677
967   439 528
2,441   1,824 617
328   279 49
1,454   961 493
428   244 184
1,084   785 299
328   280 48
1,556   1,668 -112
287   295 -8
479   294 185
1,631   929 702
710   180 530
83   67 16
427   354 73
565   414 151
757   586 171
255   221 34
202   175 27
1,030   904 126
263   239 24
3,890   606 3,284
5,485   5,138 347
1,174   1,076 98
990   920 70
690   698 -8
1,713   81 1,632
533   464 69
3,708   3,039 669
2,131   524 1,607
2,520   1,814 706
267   198 69
327   49 278
1,989   2,207 -218
3,196   2,352 844
2,768   308 2,460
785   659 126
3,570   3,503 67
9,756   7,950 1,806
2,249   2,644 -395
3,884   4,548 -664
1,295   1,219 76
7,353   1,079 6,274
3,218   4,657 -1,439
6,905   5,844 1,061
5,673   4,891 782
3,100   4,710 -1,610
6,690   7,962 -1,272
3,165   743 2,422
8,366   3,751 4,615
344   426 -82
3,278   4,971 -1,693
2,582   2,637 -55
5,886   2,692 3,194
6,976   5,040 1,936
5,304   5,528 -224
1,205   1,137 68
6,004   6,229 -225
5,366   6,337 -971
4,151   948 3,203
6,971   7,216 -245
3,218   616 2,602
8,546   7,135 1,411
3,566   513 3,053
5,235   5,439 -204
6,808   1,636 5,172
1,054   696 358
2,745   2,138 607
3,862   659 3,203
3,957   398 3,559
2,933   2,111 822
9,618   9,623 -5
2,122   2,071 51
8,375   1,000 7,375
8,566   7,432 1,134
8,324   378 7,946
6,562   5,170 1,392
6,906   5,639 1,267
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
      48,870
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       7,610
b       8,372
c       17,823
d       6,106
e       11,523
      1,415
      977
      3,522
      1,892
      12,933
      1,155
      396
      3,771
      7,122
      2,016
      5,309
      10,982
      903
      210
      40
      5,967
      5,559
      -971
      328
      1,954
      2,121
      5,125
      1,308
      6,614
      -726
      3,804
      9,056
      761
      6,174
      4,238
      -187
      -92
      248
      3,126
      493
      714
      6,826
      1,966
      9,570
      11,278
      -199
      1,104
      5,948
      296
      5,977
      2,265
      1
      -556
      591
      10,809
      1,460
      282
      4,616
      3,719
      3,711
      160
      928
      4,533
      50
      -187
      123
      1,474
      -1,730
      2,219
      -150
      -579
      -2,346
      -1,768
      4,456
      -641
      -541
      286
      -6
      68
      350
      1,359
      -187
      -1,372
      378
      1,512
      2,846
      -203
      233
      1,057
      141
      1,806
      3,459
      188
      42
      495
      79
      253
      2,932
      485
      225
      306
      -39
      31
      13,310
      138
      186
      299
      183
      1,749
      840
      -351
      -21
      -1
      310
      440
      65
      59
      308
      50
      126
      13
      229
      136
      264
      945
      438
      1,390
      136
      2,938
      62
      1,541
      3,034
      276
      6
      -51
      1,422
      75
      1,149
      2,323
      252
      5,389
      415
      32
      30
      677
      528
      617
      49
      493
      184
      299
      48
      -112
      -8
      185
      702
      530
      16
      73
      151
      171
      34
      27
      126
      24
      3,284
      347
      98
      70
      -8
      1,632
      69
      669
      1,607
      706
      69
      278
      -218
      844
      2,460
      126
      67
      1,806
      -395
      -664
      76
      6,274
      -1,439
      1,061
      782
      -1,610
      -1,272
      2,422
      4,615
      -82
      -1,693
      -55
      3,194
      1,936
      -224
      68
      -225
      -971
      3,203
      -245
      2,602
      1,411
      3,053
      -204
      5,172
      358
      607
      3,203
      3,559
      822
      -5
      51
      7,375
      1,134
      7,946
      1,392
      1,267
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 414,303
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 7,199
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 7,199
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,199
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,892
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 3,892
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 3,307
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 arrow
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowCAPITAL BANK & TRUST Telephone no.right arrow (800) 421-9865

Located atright arrow6455 IRVINE CENTER DRIVEIRVINECA ZIP+4right arrow926184518
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
CAPITAL BANK TRUST Trustee
5 		13,486    
50 WEST LIBERTY STREET SUITE 650
RENO,NV89502
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
5,362,302
b
Average of monthly cash balances.......................
1b
183,382
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,545,684
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
5,545,684
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
83,185
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,462,499
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
273,125
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
273,125
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
7,199
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,199
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
265,926
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
265,926
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
265,926
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
291,476
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
291,476
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 7 265,926
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...... 30,836
b From 2020...... 78,150
c From 2021...... 39,153
d From 2022...... 17,709
e From 2023...... 24,141
f Total of lines 3a through e ........ 189,989
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 291,476
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..... 265,926
e Remaining amount distributed out of corpus 25,550
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 5 215,539
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) ... 		30,836
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		184,703
10 Analysis of line 9:
a Excess from 2020.... 78,150
b Excess from 2021.... 39,153
c Excess from 2022.... 17,709
d Excess from 2023.... 24,141
e Excess from 2024.... 25,550
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

APPALACHIAN SUSTAINABLE AGRICULTURE PROJ

306 WEST HAYWOOD STREET SUITE 200
ASHEVILLE,NC28801 		NONE PC GENERAL SUPPORT 2,000

ASHEVILLE AREA HABITAT FOR HUMANITY

33 MEADOW ROAD
ASHEVILLE,NC288032652 		NONE PC GENERAL SUPPORT 8,000

ARTSAVL (ASHEVILLE AREA ARTS COUNCIL)

PO BOX 507
ASHEVILLE,NC28801 		NONE PC GENERAL SUPPORT 4,000

ASHEVILLE ART MUSEUM

PO BOX 1717
ASHEVILLE,NC288021717 		NONE PC GENERAL SUPPORT 4,000

ASHEVILLE CITY SCHOOLS FOUNDATION

PO BOX 3196
ASHEVILLE,NC28802 		NONE PC GENERAL SUPPORT 5,000

ASHEVILLE GREENWORKS

2 SULPHUR SPRINGS RD
ASHEVILLE,NC28806 		NONE PC GENERAL SUPPORT 4,000

ASHEVILLE MUSEUM OF SCIENCE
(COLBURN MINERAL MUSEUM)
43 PATTON AVENUE
ASHEVILLE,NC28801 		NONE PC GENERAL SUPPORT 4,000

BLACK MOUNTAIN COLLEGE MUS & ARTS CENTE

PO BOX 18912
ASHEVILLE,NC28814 		NONE PC GENERAL SUPPORT 2,000

CHILDREN FIRST OF BUNCOMBE COUNTY INC

PO BOX 16695
ASHEVILLE,NC28816 		NONE PC GENERAL SUPPORT 5,000

CONSERVING CAROLINA

847 CASE ST
HENDERSONVILLE,NC28792 		NONE PC GENERAL SUPPORT 4,000

DOROTHEA DIX PARK CONSERVANCY

PO BOX 28575
RALEIGH,NC27611 		NONE PC GENERAL SUPPORT 3,500

EAST COAST GREENWAY ALLIANCE

123 WEST MAIN STREET SUITE 220
DURHAM,NC27701 		NONE PC GENERAL SUPPORT 4,000

ENVIRONMENTAL DEFENSE FUND OF NC

4000 WESTCHASE BOULEVARD STE 510
RALEIGH,NC27607 		NONE PC GENERAL SUPPORT 8,000

GO GLOBAL NC - TEACHER SCHOLARSHIPS

PO BOX 2162
WAKE FOREST,NC27588 		NONE PC TEACHER'S SCHOLARSHIP 13,000

GO GLOBAL NC - OPERATING SUPPORT

PO BOX 2162
WAKE FOREST,NC27588 		NONE PC GENERAL SUPPORT 7,000

HELPMATE

PO BOX 2263
ASHEVILLE,NC28802 		NONE PC GENERAL SUPPORT 6,000

HOMEWARD BOUND

PO BOX 1166
ASHEVILLE,NC28802 		NONE PC GENERAL SUPPORT 10,000

LEAF GLOBAL ARTS

19 EAGLE STREET SUITE 120
ASHEVILLE,NC28801 		NONE PC GENERAL SUPPORT 3,000

LITERACY TOGETHER (COUNCIL)

31 COLLEGE PLACE SUITE B-221
ASHEVILLE,NC28801 		NONE PC GENERAL SUPPORT 2,500

MANNA FOOD BANK

627 SWANNANOA RIVER ROAD
ASHEVILLE,NC288052445 		NONE PC GENERAL SUPPORT 7,000

MOUNTAIN HOUSING OPPORTUNITIES

64 CLINGMAN AVENUE SUITE 101
ASHEVILLE,NC28801 		NONE PC GENERAL SUPPORT 5,000

MOUNTAIN TRUE

29 NORTH MARKET STREET SUITE 610
ASHEVILLE,NC28801 		NONE PC GENERAL SUPPORT 5,000

NC ARBORETUM SOCIETY

100 FREDERICK LAW OLMSTED WAY
ASHEVILLE,NC288069315 		NONE PC GENERAL SUPPORT 10,000

NORTH CAROLINA ARTS FOUNDATION (NCAF)

PO BOX 26263
RALEIGH,NC27611 		NONE GROUP GENERAL SUPPORT 10,000

NC CHAPTER OF THE NATURE CONSERVANCY

334 BLACKWELL STREET SUITE 300
DURHAM,NC27701 		NONE PC GENERAL SUPPORT 20,000

NC CONSERVATION NETWORK

234 FAYETTEVILLE ST 5TH FLOOR
RALEIGH,NC27601 		NONE PC GENERAL SUPPORT 5,000

NC STAGE COMPANY

15 STAGE LANE
ASHEVILLE,NC28801 		NONE PC GENERAL SUPPORT 4,000

OPEN DOORS OF ASHEVILLE

290 HAYWOOD RD SUITE 204
ASHEVILLE,NC28806 		NONE PC GENERAL SUPPORT 8,000

PARTNERSHIP FOR APPALACHIAN GIRLS' EDU

177 BAILEYS BRANCH RD OFFICE 10
MARSHALL,NC28753 		NONE PC GENERAL SUPPORT 6,000

PENLAND SCHOOL OF CRAFT

PO BOX 37
PENLAND,NC28765 		NONE PC GENERAL SUPPORT 5,000

PISGAH LEGAL SERVICES

PO BOX 2276
ASHEVILLE,NC28802 		NONE PC GENERAL SUPPORT 20,000

SOUTHERN APPALACHIAN HIGHLAND
CONSERVANCY
372 MERRIMON AVENUE
ASHEVILLE,NC288012710 		NONE PC GENERAL SUPPORT 5,000

SOUTHERN ENVIRONMENTAL LAW CENTER

601 WEST ROSEMARY ST SUITE 220
CHAPEL HILL,NC275162520 		NONE PC GENERAL SUPPORT 10,000

SOUTHERN ENVIRONMENTAL LAW CENTER
ASHEVILLE OFFICE
48 PATTON AVE SUITE 304
ASHEVILLE,NC28801 		NONE PC GENERAL SUPPORT 10,000

RIVERLINK

170 LYMAN STREET
ASHEVILLE,NC28801 		NONE PC GENERAL SUPPORT 5,000

WARREN WILSON COLLEGE

PO BOX 9000
ASHEVILLE,NC288159000 		NONE PC GENERAL SUPPORT 10,000

VERNER CENTER

2586 RICEVILLE ROAD
ASHEVILLE,NC28805 		NONE PC GENERAL SUPPORT 5,000

SCIENCE ON THE FLY WOODWELL CLIM RES CEN

149 WOODS HOLE ROAD
FALMOUTH,MA02540 		NONE PC GENERAL SUPPORT 5,000

YWCA

185 S FRENCH BROAD AVE
ASHEVILLE,NC28801 		NONE PC GENERAL SUPPORT 10,000

WORTHAM CENTER (PACK PL PERFORMING ARTS)

18 BILTMORE AVENUE
ASHEVILLE,NC28801 		NONE PC GENERAL SUPPORT 8,000

TRIANGLE LAND CONSERVANCY INC

PO BOX 1848
DURHAM,NC27702 		NONE PC GENERAL SUPPORT 5,000
Total .................................right arrow 3a 277,000
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 ....     14 143,563  
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 ............ 		    18 414,303  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   557,866  
13Total. Add line 12, columns (b), (d), and (e)..................
13
557,866
(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 ExplnOfNonFilingWithAGStmt
Name:
THE FRANCES & WILLIAM H BEATTIE FDN
EIN:
57-6113645
Statement:
N/A

TY 2024 InvestmentsCorpStockSchedule
Name:
THE FRANCES & WILLIAM H BEATTIE FDN
EIN:
57-6113645
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK 1,122,044 2,468,702

TY 2024 InvestmentsOtherSchedule2
Name:
THE FRANCES & WILLIAM H BEATTIE FDN
EIN:
57-6113645
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MUTUAL FUNDS AT COST 2,600,971 2,903,125

TY 2024 OtherDecreasesSchedule
Name:
THE FRANCES & WILLIAM H BEATTIE FDN
EIN:
57-6113645
Description Amount
COST BASIS ADJUSTMENT 3,387


TY 2024 OtherExpensesSchedule
Name:
THE FRANCES & WILLIAM H BEATTIE FDN
EIN:
57-6113645
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEE 55 55   0
OTHER EXPENSES 990 0   990


TY 2024 OtherProfessionalFeesSchedule
Name:
THE FRANCES & WILLIAM H BEATTIE FDN
EIN:
57-6113645
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 34,644 34,644    


TY 2024 TaxesSchedule
Name:
THE FRANCES & WILLIAM H BEATTIE FDN
EIN:
57-6113645
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PY 1,900 0   0
FOREIGN TAXES QUALIFIED 4,263 4,263   0
FOREIGN TAXES NON-QUALIFIED 45 45   0
FEDERAL ESTIMATE PAYMENTS 3,892 0   0