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
FERRELL SCRUGGS FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 5225
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
VALDOSTA, GA31603
A Employer identification number

58-2539112
B Telephone number (see instructions)

(229) 242-2388
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$5,569,202
J 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... 120,782 120,782  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 434,556
b Gross sales price for all assets on line 6a 1,700,971
7 Capital gain net income (from Part IV, line 2)... 434,556
8 Net short-term capital gain.........  
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)....... 199 199  
12 Total. Add lines 1 through 11........ 555,537 555,537  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 7,350 7,350   0
c Other professional fees (attach schedule).... 36,582 36,582   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 11,223 3,773   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 96 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 55,251 47,705   0
25 Contributions, gifts, grants paid....... 225,400 225,400
26 Total expenses and disbursements. Add lines 24 and 25 280,651 47,705   225,400
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 274,886
b Net investment income (if negative, enter -0-) 507,832
c Adjusted net income (if negative, enter -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............. 5,509 5,213 5,213
2 Savings and temporary cash investments......... 127,351 161,795 161,795
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
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)....... 4,234,326 Click to see attachment
List of Attached Documents:
// Content
4,514,002
5,402,194
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)..........      
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) 4,367,186 4,681,010 5,569,202
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 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,367,186 4,681,010
29 Total net assets or fund balances (see instructions)..... 4,367,186 4,681,010
30 Total liabilities and net assets/fund balances (see instructions). 4,367,186 4,681,010
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
4,367,186
2
Enter amount from Part I, line 27a .....................
2
274,886
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
38,956
4
Add lines 1, 2, and 3 ..........................
4
4,681,028
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
18
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,681,010
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 ARMSTRONG WORLD INDUSTRIES INCORPORATED NEW P 2020-06-19 2024-01-26
b ARMSTRONG WORLD INDUSTRIES INCORPORATED NEW P 2020-06-22 2024-01-26
c ARMSTRONG WORLD INDUSTRIES INCORPORATED NEW P 2020-06-24 2024-01-26
d ARMSTRONG WORLD INDUSTRIES INCORPORATED NEW P 2020-06-24 2024-02-20
e ARMSTRONG WORLD INDUSTRIES INCORPORATED NEW P 2020-07-28 2024-02-20
ARMSTRONG WORLD INDUSTRIES INCORPORATED NEW P 2020-07-28 2024-07-18
ARMSTRONG WORLD INDUSTRIES INCORPORATED NEW P 2020-08-18 2024-07-18
ARMSTRONG WORLD INDUSTRIES INCORPORATED NEW P 2020-08-18 2024-07-22
ARMSTRONG WORLD INDUSTRIES INCORPORATED NEW P 2020-10-29 2024-07-22
ARMSTRONG WORLD INDUSTRIES INCORPORATED NEW P 2020-10-29 2024-09-27
EPLUS INCORPORATED P 2020-09-18 2024-04-01
EPLUS INCORPORATED P 2020-09-18 2024-05-07
EPLUS INCORPORATED P 2020-09-18 2024-05-15
EPLUS INCORPORATED P 2020-09-18 2024-05-23
EPLUS INCORPORATED P 2020-10-20 2024-05-23
EPLUS INCORPORATED P 2020-10-21 2024-05-23
EPLUS INCORPORATED P 2020-10-21 2024-07-22
EPLUS INCORPORATED P 2020-10-21 2024-07-22
EPLUS INCORPORATED P 2020-10-21 2024-08-29
EPLUS INCORPORATED P 2020-10-21 2024-11-05
EPLUS INCORPORATED P 2020-10-21 2024-11-07
EVERTEC INCORPORATED (PUERTO RICO) P 2022-08-16 2024-12-10
EXPAND ENERGY CORPORATION P 2021-11-29 2024-04-24
FEDERATED HERMES INSTL HI-YLD BOND FD INSTL SHRS N/L P 2015-06-05 2024-12-10
FEDERATED HERMES INSTL HI-YLD BOND FD INSTL SHRS N/L P 2015-07-01 2024-12-10
FEDERATED HERMES INSTL HI-YLD BOND FD INSTL SHRS N/L P 2015-08-03 2024-12-10
FEDERATED HERMES INSTL HI-YLD BOND FD INSTL SHRS N/L P 2015-09-01 2024-12-10
FEDERATED HERMES INSTL HI-YLD BOND FD INSTL SHRS N/L P 2015-10-01 2024-12-10
FEDERATED HERMES INSTL HI-YLD BOND FD INSTL SHRS N/L P 2015-11-02 2024-12-10
FEDERATED HERMES INSTL HI-YLD BOND FD INSTL SHRS N/L P 2015-12-01 2024-12-10
FEDERATED HERMES INSTL HI-YLD BOND FD INSTL SHRS N/L P 2016-01-04 2024-12-10
FEDERATED HERMES INSTL HI-YLD BOND FD INSTL SHRS N/L P 2016-02-01 2024-12-10
FEDERATED HERMES INSTL HI-YLD BOND FD INSTL SHRS N/L P 2016-03-01 2024-12-10
FEDERATED HERMES INSTL HI-YLD BOND FD INSTL SHRS N/L P 2016-04-01 2024-12-10
FEDERATED HERMES INSTL HI-YLD BOND FD INSTL SHRS N/L P 2016-05-02 2024-12-10
FEDERATED HERMES INSTL HI-YLD BOND FD INSTL SHRS N/L P 2016-06-01 2024-12-10
FEDERATED HERMES INSTL HI-YLD BOND FD INSTL SHRS N/L P 2016-07-01 2024-12-10
FEDERATED HERMES INSTL HI-YLD BOND FD INSTL SHRS N/L P 2016-08-01 2024-12-10
FEDERATED HERMES INSTL HI-YLD BOND FD INSTL SHRS N/L P 2016-09-01 2024-12-10
FEDERATED HERMES INSTL HI-YLD BOND FD INSTL SHRS N/L P 2016-10-03 2024-12-10
FEDERATED HERMES INSTL HI-YLD BOND FD INSTL SHRS N/L P 2016-11-01 2024-12-10
FEDERATED HERMES INSTL HI-YLD BOND FD INSTL SHRS N/L P 2016-12-01 2024-12-10
FEDERATED HERMES INSTL HI-YLD BOND FD INSTL SHRS N/L P 2017-01-03 2024-12-10
FEDERATED HERMES INSTL HI-YLD BOND FD INSTL SHRS N/L P 2017-02-01 2024-12-10
FS KKR CAP CORPORATION P 2021-05-11 2024-08-09
FS KKR CAP CORPORATION P 2021-05-19 2024-08-09
FS KKR CAP CORPORATION P 2021-05-19 2024-08-13
FS KKR CAP CORPORATION P 2021-11-29 2024-08-13
FS KKR CAP CORPORATION P 2021-11-29 2024-08-21
FS KKR CAP CORPORATION P 2022-02-28 2024-08-21
FUJITSU LIMITED UNSPONSORED ADR (JAPAN) P 2021-06-08 2024-02-13
GENERAL DYNAMICS CORPORATION P 2022-05-04 2024-04-01
GENWORTH FINL INCORPORATED COM SHS P 2021-01-20 2024-04-01
GOLDMAN SACHS GROUP INCORPORATED P 2021-12-20 2024-04-01
GOLDMAN SACHS GROUP INCORPORATED P 2022-07-05 2024-04-01
GOLDMAN SACHS GROUP INCORPORATED P 2022-07-05 2024-11-08
GOLDMAN SACHS GROUP INCORPORATED P 2022-12-06 2024-11-08
GOLDMAN SACHS GROUP INCORPORATED P 2023-06-08 2024-12-10
HDFC BANK LIMITED SPONSORED ADS (INDIA) P 2018-03-08 2024-10-01
HDFC BANK LIMITED SPONSORED ADS (INDIA) P 2018-06-18 2024-10-01
HDFC BANK LIMITED SPONSORED ADS (INDIA) P 2018-06-18 2024-10-08
HDFC BANK LIMITED SPONSORED ADS (INDIA) P 2018-12-28 2024-10-08
HITACHI LIMITED ADR 2 COM (JAPAN) P 2018-12-28 2024-01-30
HITACHI LIMITED ADR 2 COM (JAPAN) P 2018-12-28 2024-02-13
HITACHI LIMITED ADR 2 COM (JAPAN) P 2018-12-28 2024-04-23
HITACHI LIMITED ADR 2 COM (JAPAN) P 2018-12-28 2024-07-23
HITACHI LIMITED ADR 2 COM (JAPAN) P 2019-08-07 2024-07-23
HITACHI LIMITED ADR 2 COM (JAPAN) P 2019-08-07 2024-10-01
HITACHI LIMITED ADR 2 COM (JAPAN) P 2019-08-07 2024-10-08
HITACHI LIMITED ADR 2 COM (JAPAN) P 2019-08-07 2024-10-29
HOME DEPOT INCORPORATED P 2021-07-14 2024-04-01
HOME DEPOT INCORPORATED P 2021-07-20 2024-05-22
HOME DEPOT INCORPORATED P 2021-12-16 2024-05-22
HOME DEPOT INCORPORATED P 2021-12-16 2024-08-01
HOME DEPOT INCORPORATED P 2022-05-18 2024-08-12
HOME DEPOT INCORPORATED P 2022-07-05 2024-08-12
HOME DEPOT INCORPORATED P 2022-07-05 2024-12-10
HONEYWELL INTERNATIONAL INCORPORATED P 2018-08-29 2024-01-24
HONEYWELL INTERNATIONAL INCORPORATED P 2018-12-28 2024-01-24
HONEYWELL INTERNATIONAL INCORPORATED P 2018-12-28 2024-02-28
HONEYWELL INTERNATIONAL INCORPORATED P 2018-12-28 2024-04-01
HONEYWELL INTERNATIONAL INCORPORATED P 2018-12-28 2024-10-23
HONEYWELL INTERNATIONAL INCORPORATED P 2020-02-19 2024-10-23
HONEYWELL INTERNATIONAL INCORPORATED P 2020-02-19 2024-10-30
HONEYWELL INTERNATIONAL INCORPORATED P 2020-06-24 2024-10-30
HONEYWELL INTERNATIONAL INCORPORATED P 2023-02-28 2024-10-30
ILLINOIS TOOL WKS INCORPORATED P 2018-12-28 2024-04-01
INTERCONTINENTAL HOTELS GROUP SPONSORED ADS P 2023-07-18 2024-08-27
INTUITIVE SURGICAL INCORPORATED COM NEW P 2021-10-12 2024-04-01
INTUITIVE SURGICAL INCORPORATED COM NEW P 2022-02-10 2024-04-01
INTUITIVE SURGICAL INCORPORATED COM NEW P 2022-03-02 2024-09-23
INTUITIVE SURGICAL INCORPORATED COM NEW P 2022-03-02 2024-10-18
INTUITIVE SURGICAL INCORPORATED COM NEW P 2022-07-05 2024-10-18
INTUITIVE SURGICAL INCORPORATED COM NEW P 2022-07-05 2024-12-10
JOHNSON & JOHNSON P 2018-12-28 2024-04-01
JPMORGAN CHASE & COMPANY. P 2018-12-28 2024-04-01
JPMORGAN CHASE & COMPANY. P 2018-12-28 2024-07-10
JPMORGAN CHASE & COMPANY. P 2018-12-28 2024-07-10
JPMORGAN CHASE & COMPANY. P 2018-12-28 2024-12-10
JPMORGAN EMERGING MARKETS EQUITY FUND CL L N/L P 2021-05-10 2024-12-10
KKR & COMPANY INCORPORATED P 2022-01-07 2024-02-14
KKR & COMPANY INCORPORATED P 2022-01-12 2024-02-14
KKR & COMPANY INCORPORATED P 2022-01-12 2024-04-01
KKR & COMPANY INCORPORATED P 2022-01-12 2024-12-04
KKR & COMPANY INCORPORATED P 2022-01-13 2024-12-04
KLA CORPORATION COM NEW P 2022-09-07 2024-04-01
KLA CORPORATION COM NEW P 2022-09-07 2024-10-15
KUBOTA CORPORATION ADR (JAPAN) P 2018-12-28 2024-05-23
KUBOTA CORPORATION ADR (JAPAN) P 2018-12-28 2024-05-28
KYOCERA CORPORATION SPONSORED ADS (JAPAN) P 2022-03-23 2024-05-23
KYOCERA CORPORATION SPONSORED ADS (JAPAN) P 2022-03-23 2024-05-28
KYOCERA CORPORATION SPONSORED ADS (JAPAN) P 2022-08-25 2024-05-28
L OREAL COMPANY ADR (FRANCE) P 2023-01-18 2024-04-01
L OREAL COMPANY ADR (FRANCE) P 2023-01-19 2024-04-01
L OREAL COMPANY ADR (FRANCE) P 2023-01-19 2024-07-05
L OREAL COMPANY ADR (FRANCE) P 2023-01-27 2024-07-05
L OREAL COMPANY ADR (FRANCE) P 2023-01-27 2024-09-12
L OREAL COMPANY ADR (FRANCE) P 2023-02-03 2024-09-12
L OREAL COMPANY ADR (FRANCE) P 2023-02-03 2024-09-16
L OREAL COMPANY ADR (FRANCE) P 2023-02-15 2024-09-16
LKQ CORPORATION P 2018-12-28 2024-10-24
LKQ CORPORATION P 2018-12-28 2024-12-10
LOWES COMPANIES INCORPORATED P 2020-07-08 2024-03-27
LOWES COMPANIES INCORPORATED P 2020-07-28 2024-03-27
LOWES COMPANIES INCORPORATED P 2020-07-28 2024-04-01
LULULEMON ATHLETICA INCORPORATED P 2020-04-02 2024-01-24
LULULEMON ATHLETICA INCORPORATED P 2020-04-02 2024-04-01
LULULEMON ATHLETICA INCORPORATED P 2020-05-27 2024-05-16
LULULEMON ATHLETICA INCORPORATED P 2021-07-20 2024-05-16
LULULEMON ATHLETICA INCORPORATED P 2021-07-20 2024-05-22
LULULEMON ATHLETICA INCORPORATED P 2022-07-05 2024-05-22
LULULEMON ATHLETICA INCORPORATED P 2022-07-05 2024-05-23
LULULEMON ATHLETICA INCORPORATED P 2022-10-28 2024-05-23
LVMH MOET HENNESSY LOU VUITTON ADR (FRANCE) P 2020-12-01 2024-01-11
LVMH MOET HENNESSY LOU VUITTON ADR (FRANCE) P 2020-12-08 2024-01-11
LVMH MOET HENNESSY LOU VUITTON ADR (FRANCE) P 2020-12-08 2024-04-01
LVMH MOET HENNESSY LOU VUITTON ADR (FRANCE) P 2020-12-08 2024-06-20
LVMH MOET HENNESSY LOU VUITTON ADR (FRANCE) P 2020-12-11 2024-07-17
LVMH MOET HENNESSY LOU VUITTON ADR (FRANCE) P 2021-02-01 2024-07-17
LVMH MOET HENNESSY LOU VUITTON ADR (FRANCE) P 2021-02-01 2024-07-31
LVMH MOET HENNESSY LOU VUITTON ADR (FRANCE) P 2022-01-05 2024-07-31
MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A P 2021-11-03 2024-03-26
MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A P 2021-11-17 2024-03-26
MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A P 2021-11-17 2024-04-01
MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A P 2021-11-17 2024-04-01
MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A P 2021-11-17 2024-04-17
MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A P 2021-11-17 2024-12-10
MARSH & MCLENNAN COMPANIES INCORPORATED P 2020-04-08 2024-04-01
MASTERCARD INCORPORATED CLASS A P 2018-12-28 2024-04-01
MASTERCARD INCORPORATED CLASS A P 2020-02-14 2024-04-01
MASTERCARD INCORPORATED CLASS A P 2020-02-14 2024-05-09
MASTERCARD INCORPORATED CLASS A P 2021-05-28 2024-05-09
MASTERCARD INCORPORATED CLASS A P 2021-05-28 2024-12-10
MCGRATH RENTCORP P 2022-02-07 2024-12-10
MCKESSON CORPORATION P 2018-12-28 2024-04-01
MDU RES GROUP INCORPORATED P 2022-05-02 2024-05-06
MDU RES GROUP INCORPORATED P 2022-05-04 2024-05-06
MDU RES GROUP INCORPORATED P 2022-05-04 2024-05-30
MDU RES GROUP INCORPORATED P 2022-05-10 2024-05-30
MDU RES GROUP INCORPORATED P 2022-05-10 2024-08-05
MDU RES GROUP INCORPORATED P 2022-05-16 2024-08-05
MDU RES GROUP INCORPORATED P 2022-05-16 2024-09-19
MDU RES GROUP INCORPORATED P 2022-06-21 2024-09-19
MDU RES GROUP INCORPORATED P 2022-06-21 2024-09-25
MERCADOLIBRE INCORPORATED P 2022-03-04 2024-04-01
MERCADOLIBRE INCORPORATED P 2022-03-04 2024-12-10
META PLATFORMS INCORPORATED CLASS A P 2022-07-05 2024-04-01
META PLATFORMS INCORPORATED CLASS A P 2023-02-03 2024-04-01
META PLATFORMS INCORPORATED CLASS A P 2023-02-03 2024-12-10
META PLATFORMS INCORPORATED CLASS A P 2023-04-28 2024-12-10
MFS EMERGING MARKETS DEBT FUND CL I N/L P 2021-02-18 2024-12-10
MICROSOFT CORPORATION P 2018-12-28 2024-04-01
MICROSOFT CORPORATION P 2019-10-25 2024-04-01
MICROSOFT CORPORATION P 2019-10-25 2024-07-03
MICROSOFT CORPORATION P 2019-11-05 2024-12-10
MICROSOFT CORPORATION P 2020-01-30 2024-12-10
MICROSOFT CORPORATION P 2021-05-28 2024-12-10
MITSUBISHI UFJ FINL GROUP INCORPORATED SPONSORED ADS P 2018-12-28 2024-03-05
MITSUBISHI UFJ FINL GROUP INCORPORATED SPONSORED ADS P 2018-12-28 2024-08-27
MITSUBISHI UFJ FINL GROUP INCORPORATED SPONSORED ADS P 2019-02-07 2024-08-27
MONGODB INCORPORATED CLASS A P 2023-05-17 2024-07-31
MONGODB INCORPORATED CLASS A P 2023-06-23 2024-12-23
MONGODB INCORPORATED CLASS A P 2023-07-18 2024-12-23
MONGODB INCORPORATED CLASS A P 2023-09-01 2024-12-23
MONGODB INCORPORATED CLASS A P 2023-09-01 2024-12-27
MOODYS CORPORATION P 2023-01-18 2024-04-01
MOODYS CORPORATION P 2023-01-18 2024-12-10
MORGAN STANLEY COM NEW P 2021-02-24 2024-04-01
MSC INDL DIRECT INCORPORATED CLASS A P 2023-01-10 2024-09-13
MSC INDL DIRECT INCORPORATED CLASS A P 2023-01-20 2024-09-13
MURPHY USA INCORPORATED P 2021-03-01 2024-12-10
NASDAQ INCORPORATED P 2015-02-27 2024-04-01
NASDAQ INCORPORATED P 2018-03-08 2024-04-01
NASDAQ INCORPORATED P 2018-03-08 2024-09-25
NASDAQ INCORPORATED P 2018-03-08 2024-09-26
NASDAQ INCORPORATED P 2018-06-18 2024-09-26
NASDAQ INCORPORATED P 2018-12-28 2024-09-26
NCR ATLEOS CORPORATION COM SHS P 2020-02-18 2024-03-05
NCR ATLEOS CORPORATION COM SHS P 2020-02-24 2024-03-05
NCR ATLEOS CORPORATION COM SHS P 2020-06-19 2024-03-05
NCR ATLEOS CORPORATION COM SHS P 2020-06-19 2024-03-26
NCR ATLEOS CORPORATION COM SHS P 2020-06-24 2024-03-26
NCR ATLEOS CORPORATION COM SHS P 2021-02-01 2024-03-26
NCR ATLEOS CORPORATION COM SHS P 2021-02-18 2024-03-26
NCR ATLEOS CORPORATION COM SHS P 2022-02-14 2024-03-26
NCR VOYIX CORPORATION P 2020-02-18 2024-04-01
NCR VOYIX CORPORATION P 2020-02-18 2024-12-10
NCR VOYIX CORPORATION P 2020-02-24 2024-12-10
NCR VOYIX CORPORATION P 2020-06-19 2024-12-10
NESTLE S A SPONSORED ADR (SWITZERLAND) P 2016-11-16 2024-04-01
NETFLIX INCORPORATED P 2022-09-07 2024-04-01
NETFLIX INCORPORATED P 2022-11-18 2024-12-10
NETFLIX INCORPORATED P 2022-11-18 2024-12-26
NEWMARK GROUP INCORPORATED CLASS A P 2020-06-24 2024-07-12
NEWMARK GROUP INCORPORATED CLASS A P 2020-12-04 2024-07-12
NEWMARK GROUP INCORPORATED CLASS A P 2022-05-10 2024-07-12
NEWMARK GROUP INCORPORATED CLASS A P 2022-05-10 2024-07-30
NEWMARK GROUP INCORPORATED CLASS A P 2022-05-10 2024-08-29
NEWMARK GROUP INCORPORATED CLASS A P 2022-05-13 2024-08-29
NEWMARK GROUP INCORPORATED CLASS A P 2022-05-13 2024-09-10
NIKE INCORPORATED CLASS B P 2020-12-16 2024-04-01
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TALEN ENERGY CORPORATION P 2024-03-14 2024-10-16
TALEN ENERGY CORPORATION P 2024-03-15 2024-10-16
TALEN ENERGY CORPORATION P 2024-03-15 2024-10-28
TALEN ENERGY CORPORATION P 2024-03-15 2024-11-06
TALEN ENERGY CORPORATION P 2024-05-22 2024-11-06
TALEN ENERGY CORPORATION P 2024-05-22 2024-11-06
TALEN ENERGY CORPORATION P 2024-05-22 2024-12-10
TRANSAMERICA HIGH YIELD BOND FUND CL I N/L P 2023-02-28 2024-02-13
TRANSAMERICA HIGH YIELD BOND FUND CL I N/L P 2023-03-01 2024-02-13
TRANSAMERICA HIGH YIELD BOND FUND CL I N/L P 2023-04-03 2024-02-13
TRANSAMERICA HIGH YIELD BOND FUND CL I N/L P 2023-05-01 2024-02-13
TRANSAMERICA HIGH YIELD BOND FUND CL I N/L P 2023-06-01 2024-02-13
TRANSAMERICA HIGH YIELD BOND FUND CL I N/L P 2023-07-03 2024-02-13
TRANSAMERICA HIGH YIELD BOND FUND CL I N/L P 2023-08-01 2024-02-13
TRANSAMERICA HIGH YIELD BOND FUND CL I N/L P 2023-09-01 2024-02-13
TRANSAMERICA HIGH YIELD BOND FUND CL I N/L P 2023-10-02 2024-02-13
TRANSAMERICA HIGH YIELD BOND FUND CL I N/L P 2023-11-01 2024-02-13
TRANSAMERICA HIGH YIELD BOND FUND CL I N/L P 2023-12-01 2024-02-13
TRANSAMERICA HIGH YIELD BOND FUND CL I N/L P 2024-01-02 2024-02-13
TRANSAMERICA HIGH YIELD BOND FUND CL I N/L P 2024-02-01 2024-02-13
TRIPADVISOR INCORPORATED P 2023-03-10 2024-02-15
UNITED PARKS & RESORTS INCORPORATED P 2024-09-09 2024-12-10
UNITEDHEALTH GROUP INCORPORATED P 2023-10-09 2024-04-11
UNITEDHEALTH GROUP INCORPORATED P 2023-10-16 2024-04-11
UNITEDHEALTH GROUP INCORPORATED P 2023-11-29 2024-04-11
VAIL RESORTS INCORPORATED P 2024-07-19 2024-12-10
VESTIS CORPORATION COM SHS P 2024-04-01 2024-05-06
VESTIS CORPORATION COM SHS P 2024-04-04 2024-05-06
ABBVIE INCORPORATED P 2023-08-30 2024-04-01
ADIDAS AG ADR (GERMANY) P 2024-04-01 2024-05-28
ADIDAS AG ADR (GERMANY) P 2024-07-31 2024-12-10
ADYEN N V UNSPONSRED ADS (NETHERLANDS) P 2024-03-26 2024-04-01
ADYEN N V UNSPONSRED ADS (NETHERLANDS) P 2024-03-26 2024-04-26
ADYEN N V UNSPONSRED ADS (NETHERLANDS) P 2024-04-02 2024-04-26
AMERICAN TOWER CORPORATION NEW REIT P 2023-12-20 2024-05-13
ANALOG DEVICES INCORPORATED P 2023-10-18 2024-04-01
ANALOG DEVICES INCORPORATED P 2023-10-18 2024-07-24
ARM HOLDINGS PLC SPONSORED ADS P 2023-09-15 2024-01-26
ARM HOLDINGS PLC SPONSORED ADS P 2023-09-15 2024-02-14
ARM HOLDINGS PLC SPONSORED ADS P 2023-11-22 2024-02-14
ARROW ELECTRS INCORPORATED P 2023-12-21 2024-04-01
ARROW ELECTRS INCORPORATED P 2023-12-21 2024-06-17
ARROW ELECTRS INCORPORATED P 2024-01-02 2024-06-17
ARROW ELECTRS INCORPORATED P 2024-01-02 2024-07-22
ARROW ELECTRS INCORPORATED P 2024-02-20 2024-07-22
ARROW ELECTRS INCORPORATED P 2024-02-20 2024-08-01
ARROW ELECTRS INCORPORATED P 2024-03-07 2024-08-01
ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS) P 2024-01-18 2024-11-18
ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS) P 2024-01-25 2024-11-18
BAYER AG SPONSORED ADR (GERMANY) P 2023-10-17 2024-04-30
BOEING COMPANY P 2023-11-21 2024-04-01
BOEING COMPANY P 2023-11-21 2024-04-01
BRADY CORPORATION CLASS A P 2024-03-04 2024-09-05
BRADY CORPORATION CLASS A P 2024-03-04 2024-09-16
BRADY CORPORATION CLASS A P 2024-03-22 2024-09-16
CHEVRON CORPORATION NEW P 2023-11-29 2024-04-01
CHEVRON CORPORATION NEW P 2023-11-29 2024-09-04
CHEVRON CORPORATION NEW P 2023-11-29 2024-10-02
CHEVRON CORPORATION NEW P 2023-12-06 2024-10-02
CHEVRON CORPORATION NEW P 2023-12-22 2024-12-11
CHEVRON CORPORATION NEW P 2024-01-03 2024-12-11
CHEVRON CORPORATION NEW P 2024-01-03 2024-12-12
CHEVRON CORPORATION NEW P 2024-04-17 2024-12-12
CHIPOTLE MEXICAN GRILL INCORPORATED P 2024-07-03 2024-08-14
CHIPOTLE MEXICAN GRILL INCORPORATED P 2024-07-03 2024-08-16
CHIPOTLE MEXICAN GRILL INCORPORATED P 2024-07-11 2024-08-16
CLARIVATE PLC ORD SHS (JERSEY) P 2023-08-10 2024-04-01
COLUMBIA DIVIDEND INCOME FUND INSTL CL N/L P 2023-09-22 2024-08-12
COLUMBIA DIVIDEND INCOME FUND INSTL CL N/L P 2023-12-14 2024-08-12
COLUMBIA DIVIDEND INCOME FUND INSTL CL N/L P 2023-12-14 2024-08-12
COLUMBIA DIVIDEND INCOME FUND INSTL CL N/L P 2024-03-21 2024-08-12
COLUMBIA DIVIDEND INCOME FUND INSTL CL N/L P 2024-06-24 2024-08-12
DISNEY WALT COMPANY P 2024-03-15 2024-04-01
DISNEY WALT COMPANY P 2024-03-15 2024-12-10
DUCKHORN PORTFOLIO INCORPORATED P 2024-04-30 2024-10-07
DUCKHORN PORTFOLIO INCORPORATED P 2024-06-17 2024-10-07
DUPONT DE NEMOURS INCORPORATED P 2023-06-28 2024-05-09
DUPONT DE NEMOURS INCORPORATED P 2023-06-28 2024-05-10
DUPONT DE NEMOURS INCORPORATED P 2023-06-29 2024-05-10
WALMART INCORPORATED P 2024-08-12 2024-12-10
WARRIOR MET COAL INCORPORATED P 2024-02-16 2024-04-01
WESCO INTERNATIONAL INCORPORATED P 2023-11-02 2024-05-21
WESCO INTERNATIONAL INCORPORATED P 2023-11-02 2024-07-24
WESCO INTERNATIONAL INCORPORATED P 2023-11-02 2024-09-26
WESCO INTERNATIONAL INCORPORATED P 2023-11-02 2024-10-11
WESCO INTERNATIONAL INCORPORATED P 2023-11-02 2024-10-11
WILLSCOT HLDGS CORPORATION COM CLASS A P 2024-04-23 2024-12-10
CAPITAL GAINS 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 784   603 181
b 1,667   1,255 412
c 98   74 24
d 1,020   663 357
e 2,494   1,619 875
487   294 193
2,190   1,363 827
127   76 51
1,782   840 942
2,495   1,140 1,355
628   301 327
1,611   754 857
1,989   942 1,047
803   377 426
2,089   957 1,132
482   221 261
1,834   812 1,022
334   146 188
2,078   802 1,276
1,964   802 1,162
1,974   729 1,245
534   523 11
3,919   2,731 1,188
36   40 -4
62   68 -6
62   68 -6
63   68 -5
66   69 -3
64   68 -4
68   71 -3
70   71 -1
70   70 0
71   71 0
68   71 -3
67   71 -4
66   70 -4
64   69 -5
62   67 -5
61   68 -7
62   68 -6
62   68 -6
64   69 -5
63   69 -6
31   34 -3
473   530 -57
1,592   1,784 -192
483   536 -53
1,139   1,260 -121
918   1,004 -86
3,029   3,382 -353
1,338   1,500 -162
577   478 99
199   99 100
415   367 48
1,245   867 378
2,357   1,156 1,201
2,357   1,456 901
591   333 258
1,184   912 272
62   51 11
181   153 28
1,083   928 155
1,991   694 1,297
1,961   640 1,321
1,028   320 708
1,100   267 833
2,508   786 1,722
1,646   427 1,219
1,825   469 1,356
1,216   317 899
1,137   957 180
1,998   1,953 45
999   1,209 -210
721   806 -85
1,729   1,455 274
346   277 69
851   554 297
3,239   2,462 777
202   132 70
4,547   3,031 1,516
406   264 142
4,429   2,635 1,794
443   362 81
3,499   3,080 419
2,676   1,857 819
618   572 46
536   253 283
1,388   1,012 376
793   653 140
1,982   1,471 511
1,957   1,197 760
515   299 216
2,058   804 1,254
539   201 338
785   640 145
1,198   585 613
2,480   1,171 1,309
1,653   781 872
976   390 586
3,307   4,456 -1,149
2,606   1,893 713
1,255   930 325
604   429 175
2,033   930 1,103
1,407   640 767
716   338 378
3,912   1,688 2,224
1,155   1,127 28
1,292   1,268 24
1,090   1,336 -246
69   85 -16
1,156   1,405 -249
1,515   1,333 182
1,420   1,229 191
797   737 60
708   662 46
1,371   1,406 -35
1,452   1,500 -48
490   500 -10
1,714   1,757 -43
3,135   2,002 1,133
785   482 303
4,028   2,159 1,869
503   298 205
757   447 310
1,909   721 1,188
1,171   540 631
682   554 128
1,364   1,533 -169
906   1,149 -243
906   795 111
1,486   1,325 161
1,784   1,915 -131
2,644   2,170 474
881   725 156
908   605 303
2,906   2,297 609
603   486 117
1,056   873 183
2,389   2,121 268
1,405   1,720 -315
2,777   1,831 946
505   311 194
755   466 289
504   311 193
1,665   1,087 578
865   466 399
616   270 346
481   186 295
961   677 284
455   339 116
1,365   1,091 274
3,166   2,182 984
596   374 222
1,063   221 842
2,227   1,575 652
202   148 54
1,723   1,272 451
150   105 45
1,840   1,299 541
348   254 94
1,583   1,089 494
554   385 169
1,732   1,156 576
1,535   1,078 457
1,858   1,078 780
3,462   1,105 2,357
1,978   771 1,207
4,337   1,350 2,987
3,098   1,184 1,914
1,671   2,077 -406
4,240   1,008 3,232
1,272   423 849
1,834   564 1,270
3,121   1,010 2,111
2,229   860 1,369
2,675   1,511 1,164
201   92 109
5,892   2,744 3,148
156   79 77
1,774   1,962 -188
1,218   1,943 -725
1,462   2,502 -1,040
731   1,209 -478
469   806 -337
1,973   1,604 369
1,476   963 513
752   640 112
1,663   1,662 1
1,979   1,954 25
1,605   379 1,226
252   67 185
378   168 210
1,899   729 1,170
290   112 178
435   188 247
1,160   428 732
410   521 -111
671   784 -113
841   597 244
428   313 115
506   341 165
282   386 -104
661   909 -248
982   1,665 -683
100   159 -59
491   654 -163
998   1,225 -227
149   111 38
530   344 186
3,061   1,101 1,960
4,596   1,458 3,138
4,601   1,458 3,143
22   9 13
1,287   889 398
716   751 -35
2,225   2,055 170
269   235 34
1,506   1,267 239
1,744   1,380 364
277   416 -139
925   1,419 -494
462   831 -369
380   831 -451
836   1,836 -1,000
988   1,327 -339
1,350   1,837 -487
452   285 167
2,382   1,427 955
2,095   1,081 1,014
573   306 267
992   517 475
1,441   716 725
2,042   974 1,068
475   305 170
885   609 276
3,098   2,148 950
885   596 289
4,840   3,278 1,562
484   298 186
4,839   4,856 -17
5,138   913 4,225
1,405   251 1,154
1,229   228 1,001
713   114 599
1,740   365 1,375
1,412   297 1,115
1,399   887 512
1,837   1,177 660
5,229   855 4,374
871   169 702
5,496   1,015 4,481
3,664   532 3,132
4,539   665 3,874
2,708   399 2,309
952   133 819
952   169 783
1,889   338 1,551
2,242   338 1,904
1,792   253 1,539
1,595   236 1,359
8,589   1,064 7,525
502   410 92
1,127   695 432
785   590 195
523   383 140
685   302 383
1,030   535 495
636   1,231 -595
1,031   1,873 -842
2,916   5,094 -2,178
1,070   1,231 -161
1,630   1,721 -91
1,617   1,816 -199
3,003   3,015 -12
1,875   1,397 478
2,036   1,524 512
1,847   1,397 450
1,679   1,279 400
3,797   2,813 984
101   119 -18
701   1,066 -365
2,398   3,602 -1,204
416   184 232
1,422   553 869
2,133   889 1,244
1,238   494 744
1,289   1,096 193
12   14 -2
1,910   1,388 522
171   122 49
538   325 213
1,010   867 143
288   248 40
21   18 3
275   166 109
2,420   1,331 1,089
3,300   1,997 1,303
1,081   832 249
1,299   999 300
1,402   845 557
1,520   476 1,044
762   231 531
1,695   462 1,233
1,748   892 856
2,259   892 1,367
1,130   500 630
777   784 -7
102   110 -8
450   473 -23
7   7 0
574   449 125
1,142   2,674 -1,532
163   325 -162
979   1,817 -838
759   2,228 -1,469
632   1,761 -1,129
355   279 76
355   282 73
676   589 87
1,898   662 1,236
359   125 234
934   322 612
675   245 430
1,226   452 774
1,022   623 399
309   187 122
1,648   1,018 630
258   161 97
3,137   1,998 1,139
1,851   1,264 587
617   389 228
1,028   643 385
1,456   956 500
952   521 431
317   175 142
2,609   1,312 1,297
1,185   525 660
592   293 299
3,839   3,792 47
174   169 5
543   508 35
2,815   3,220 -405
741   772 -31
544   618 -74
1   1 0
79   94 -15
73   87 -14
80   95 -15
71   86 -15
78   95 -17
67   82 -15
58   70 -12
63   75 -12
61   72 -11
261   302 -41
1,599   1,184 415
2,603   1,973 630
858   691 167
207   79 128
1,655   2,012 -357
1,683   1,963 -280
1,301   428 873
3,807   963 2,844
879   229 650
884   183 701
663   1,041 -378
1,990   1,954 36
4,898   2,606 2,292
2,463   1,514 949
616   329 287
725   329 396
623   329 294
796   331 465
708   349 359
2,088   698 1,390
522   162 360
1,599   485 1,114
1,456   444 1,012
2,519   1,728 791
302   169 133
97   56 41
2,019   1,015 1,004
1,125   564 561
380   169 211
380   167 213
17,583   19,978 -2,395
61   70 -9
115   133 -18
110   126 -16
110   123 -13
139   134 5
128   127 1
114   118 -4
14,307   15,183 -876
303   319 -16
140   146 -6
179   194 -15
173   189 -16
174   187 -13
169   182 -13
170   190 -20
165   188 -23
154   175 -21
162   185 -23
134   152 -18
135   155 -20
138   158 -20
1,110   1,288 -178
162   188 -26
147   171 -24
157   182 -25
148   171 -23
151   174 -23
154   175 -21
157   181 -24
159   178 -19
155   172 -17
157   171 -14
166   174 -8
183   191 -8
198   192 6
165   168 -3
186   184 2
198   188 10
9   8 1
187   181 6
190   186 4
185   179 6
191   191 0
52   39 13
2,225   1,610 615
396   1,371 -975
132   459 -327
357   1,194 -837
92   311 -219
431   1,288 -857
185   531 -346
1,476   1,067 409
2,855   1,645 1,210
1,389   665 724
2,164   1,034 1,130
361   185 176
324   185 139
778   257 521
1,304   512 792
1,555   1,135 420
732   511 221
492   505 -13
2,275   2,523 -248
1,849   2,058 -209
444   514 -70
7,226   5,367 1,859
76,104   49,017 27,087
835   578 257
835   583 252
1,977   1,166 811
1,402   878 524
4,070   1,540 2,530
687   280 407
2,472   2,068 404
1,020   838 182
1,458   1,193 265
315   250 65
2,337   1,751 586
1,514   1,032 482
1,101   737 364
1,580   1,075 505
1,924   1,260 664
880   584 296
926   616 310
2,143   1,232 911
738   400 338
1,759   915 844
2,173   1,152 1,021
94   156 -62
755   1,265 -510
378   608 -230
1,039   1,588 -549
823   1,299 -476
732   948 -216
1,174   1,422 -248
294   257 37
489   391 98
1,707   1,328 379
2,150   1,419 731
2,163   1,288 875
504   281 223
2,017   1,108 909
2,196   1,385 811
1,318   1,679 -361
1,099   1,119 -20
855   1,504 -649
599   1,020 -421
304   1,166 -862
760   2,902 -2,142
684   2,670 -1,986
760   3,746 -2,986
765   324 441
1,148   511 637
3,348   1,534 1,814
1,580   852 728
4,108   2,050 2,058
632   350 282
2,786   1,577 1,209
929   579 350
1,374   868 506
156   96 60
2,186   1,360 826
2,186   1,222 964
1,027   698 329
32   17 15
1,472   1,390 82
132   123 9
2,389   2,231 158
44   41 3
2,410   2,339 71
482   468 14
2,566   1,855 711
505   365 140
1,361   1,351 10
990   982 8
165   142 23
912   1,134 -222
798   622 176
1,394   888 506
149   221 -72
961   1,554 -593
761   1,238 -477
388   553 -165
482   630 -148
147   151 -4
588   413 175
735   610 125
5,326   4,880 446
2,341   1,830 511
2,185   1,916 269
982   821 161
1,472   965 507
4,041   2,466 1,575
4,821   3,109 1,712
5,740   3,324 2,416
4,342   1,759 2,583
593   220 373
791   362 429
8,173   3,254 4,919
2,951   1,233 1,718
2,613   2,159 454
871   612 259
913   612 301
4,328   2,449 1,879
912   459 453
1,170   612 558
1,463   723 740
585   758 -173
390   533 -143
1,199   1,864 -665
856   1,160 -304
514   766 -252
178   255 -77
1,601   2,264 -663
735   1,006 -271
1,287   1,514 -227
2,088   1,714 374
661   286 375
684   286 398
684   278 406
1,709   720 989
1,872   1,363 509
1,482   743 739
4,939   2,539 2,400
152   124 28
1,303   705 598
1,687   916 771
739   416 323
542   208 334
1,192   462 730
1,546   504 1,042
1,045   336 709
1,461   504 957
1,630   504 1,126
2,808   797 2,011
2,013   1,297 716
2,228   1,945 283
1,985   1,945 40
1,985   1,901 84
1,142   1,186 -44
1,277   1,349 -72
269   283 -14
2,486   2,124 362
462   425 37
2,235   1,973 262
771   747 24
674   747 -73
191   24 167
1,490   192 1,298
2,487   336 2,151
389   306 83
711   408 303
15   14 1
106   117 -11
940   1,034 -94
21   17 4
2,359   1,622 737
889   1,888 -999
155   294 -139
873   1,904 -1,031
571   1,459 -888
1,087   2,284 -1,197
1,178   3,067 -1,889
544   1,113 -569
153   283 -130
643   1,132 -489
3,395   1,481 1,914
2,358   911 1,447
1,641   2,188 -547
492   656 -164
328   448 -120
2,717   1,207 1,510
1,359   592 767
3,380   1,184 2,196
169   53 116
3,595   1,111 2,484
1,371   423 948
1,199   327 872
413   674 -261
387   674 -287
1,161   1,905 -744
1,161   2,090 -929
2,813   1,550 1,263
585   345 240
2,046   1,231 815
302   176 126
905   581 324
381   283 98
809   649 160
156   143 13
4,141   2,315 1,826
258   154 104
317   251 66
1,257   1,461 -204
379   446 -67
939   1,480 -541
1,007   1,616 -609
409   658 -249
1,076   1,352 -276
1,767   2,147 -380
1,167   1,564 -397
3,961   2,922 1,039
16,420   12,042 4,378
3,788   2,775 1,013
1,674   1,226 448
2,416   1,289 1,127
1,808   1,226 582
100,200   67,502 32,698
42,375   27,927 14,448
2,250   1,583 667
2,211   1,707 504
2,008   1,675 333
1,737   1,513 224
1,955   1,746 209
6,417   6,001 416
1,780   1,664 116
2,006   1,861 145
2,063   1,719 344
155,525   142,683 12,842
2,875   2,400 475
10,600   9,560 1,040
2,927   2,640 287
25,086   21,883 3,203
3,108   2,638 470
2,014   1,795 219
607   430 177
607   464 143
4,033   3,206 827
1,310   1,069 241
4,860   4,275 585
1,137   1,116 21
1,096   1,078 18
2,897   3,998 -1,101
1,161   1,675 -514
2,921   3,173 -252
452   488 -36
4,182   3,204 978
867   857 10
1,273   491 782
2,358   689 1,669
3,045   806 2,239
1,522   411 1,111
1,475   411 1,064
1,456   411 1,045
728   347 381
2,979   1,046 1,933
3,603   880 2,723
318   73 245
954   630 324
1,905   1,050 855
1,053   630 423
295   275 20
443   413 30
247   264 -17
1,395   1,512 -117
98   151 -53
634   1,066 -432
192   161 31
671   604 67
169   314 -145
671   996 -325
384   371 13
154   148 6
1,615   1,662 -47
1,243   1,266 -23
1,053   1,108 -55
150   159 -9
2,040   2,063 -23
706   698 8
1,088   1,085 3
236   233 3
1,892   1,881 11
314   66 248
627   132 495
3,953   724 3,229
1,080   198 882
2,281   606 1,675
2,690   703 1,987
2,403   703 1,700
2,405   703 1,702
1,604   462 1,142
4,738   1,456 3,282
695   740 -45
836   615 221
557   466 91
1,388   1,165 223
621   466 155
2,793   2,196 597
310   244 66
2,170   1,512 658
930   694 236
1,244   925 319
622   464 158
1,466   692 774
436   214 222
2,312   1,090 1,222
1,569   564 1,005
54   20 34
2,738   897 1,841
2,180   658 1,522
66   20 46
2,501   736 1,765
645   179 466
1,569   417 1,152
1,956   537 1,419
1,239   298 941
1,321   320 1,001
1,591   340 1,251
2,665   520 2,145
3,441   659 2,782
1,759   340 1,419
1,862   387 1,475
4,814   1,076 3,738
2,738   646 2,092
1,025   258 767
939   253 686
1,680   436 1,244
1,776   367 1,409
1,786   344 1,442
1,906   367 1,539
2,531   436 2,095
2,368   413 1,955
3,226   597 2,629
3,715   2,366 1,349
1,774   971 803
2,002   1,040 962
890   464 426
136   70 66
906   533 373
1,223   815 408
1,631   1,117 514
720   667 53
1,934   869 1,065
1,934   872 1,062
105   84 21
421   334 87
1,343   1,936 -593
553   550 3
606   602 4
448   430 18
1,160   1,160 0
606   613 -7
1,847   1,572 275
679   586 93
570   456 114
1,138   1,795 -657
980   1,539 -559
147   223 -76
1,272   1,869 -597
1,435   2,044 -609
261   335 -74
2,308   1,592 716
1,588   1,158 430
2,135   1,655 480
550   538 12
825   2,629 -1,804
459   1,442 -983
550   1,748 -1,198
858   837 21
1,245   997 248
1,253   997 256
1,629   1,309 320
1,015   848 167
626   515 111
4,474   4,639 -165
497   620 -123
213   238 -25
779   785 -6
1,363   1,726 -363
372   479 -107
1,212   1,278 -66
1,818   1,837 -19
459   434 25
2,249   2,457 -208
1,072   963 109
2,322   2,642 -320
247   227 20
1,743   2,396 -653
1,071   841 230
469   742 -273
1,642   2,017 -375
1,125   1,414 -289
548   540 8
713   512 201
1,172   1,143 29
746   614 132
1,993   1,348 645
307   198 109
512   341 171
2,140   1,447 693
372   247 125
283   295 -12
1,802   1,521 281
693   606 87
390   330 60
3,030   2,958 72
3,819   2,231 1,588
266   194 72
2,214   1,108 1,106
1,621   767 854
510   256 254
680   344 336
1,019   512 507
2,040   938 1,102
386   171 215
1,738   975 763
2,292   1,300 992
999   541 458
238   233 5
182   178 4
194   190 4
177   174 3
201   195 6
189   185 4
191   189 2
211   208 3
214   206 8
223   211 12
199   195 4
182   184 -2
225   227 -2
2,296   1,703 593
1,201   1,056 145
2,221   2,626 -405
1,777   2,164 -387
2,221   2,691 -470
775   712 63
1,121   2,191 -1,070
1,043   2,072 -1,029
542   444 98
120   112 8
1,009   1,002 7
326   318 8
1,928   2,576 -648
1,791   2,401 -610
551   642 -91
798   686 112
1,365   1,028 337
3,038   2,715 323
1,220   647 573
3,294   1,695 1,599
129   123 6
1,946   1,844 102
649   606 43
1,370   1,333 37
1,619   1,480 139
889   797 92
2,032   1,940 92
1,323   1,471 -148
1,985   2,640 -655
1,373   2,152 -779
767   875 -108
575   656 -81
2,307   1,884 423
224   177 47
2,684   2,105 579
315   290 25
3,705   3,769 -64
150   145 5
4,936   4,712 224
4,372   4,224 148
3,123   3,013 110
1,858   1,808 50
4,955   5,040 -85
4,046   4,875 -829
1,674   2,000 -326
889   990 -101
462   433 29
1,911   1,711 200
12,149   11,127 1,022
2,132   1,953 179
1,875   1,855 20
1,893   1,880 13
974   903 71
1,824   1,807 17
2,802   2,177 625
2,835   2,024 811
2,202   1,931 271
78   69 9
1,647   1,481 166
756   552 204
121   114 7
1,686   1,224 462
2,181   1,768 413
1,896   1,496 400
1,043   816 227
1,391   1,086 305
831   832 -1
65     65
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       181
b       412
c       24
d       357
e       875
      193
      827
      51
      942
      1,355
      327
      857
      1,047
      426
      1,132
      261
      1,022
      188
      1,276
      1,162
      1,245
      11
      1,188
      -4
      -6
      -6
      -5
      -3
      -4
      -3
      -1
      0
      0
      -3
      -4
      -4
      -5
      -5
      -7
      -6
      -6
      -5
      -6
      -3
      -57
      -192
      -53
      -121
      -86
      -353
      -162
      99
      100
      48
      378
      1,201
      901
      258
      272
      11
      28
      155
      1,297
      1,321
      708
      833
      1,722
      1,219
      1,356
      899
      180
      45
      -210
      -85
      274
      69
      297
      777
      70
      1,516
      142
      1,794
      81
      419
      819
      46
      283
      376
      140
      511
      760
      216
      1,254
      338
      145
      613
      1,309
      872
      586
      -1,149
      713
      325
      175
      1,103
      767
      378
      2,224
      28
      24
      -246
      -16
      -249
      182
      191
      60
      46
      -35
      -48
      -10
      -43
      1,133
      303
      1,869
      205
      310
      1,188
      631
      128
      -169
      -243
      111
      161
      -131
      474
      156
      303
      609
      117
      183
      268
      -315
      946
      194
      289
      193
      578
      399
      346
      295
      284
      116
      274
      984
      222
      842
      652
      54
      451
      45
      541
      94
      494
      169
      576
      457
      780
      2,357
      1,207
      2,987
      1,914
      -406
      3,232
      849
      1,270
      2,111
      1,369
      1,164
      109
      3,148
      77
      -188
      -725
      -1,040
      -478
      -337
      369
      513
      112
      1
      25
      1,226
      185
      210
      1,170
      178
      247
      732
      -111
      -113
      244
      115
      165
      -104
      -248
      -683
      -59
      -163
      -227
      38
      186
      1,960
      3,138
      3,143
      13
      398
      -35
      170
      34
      239
      364
      -139
      -494
      -369
      -451
      -1,000
      -339
      -487
      167
      955
      1,014
      267
      475
      725
      1,068
      170
      276
      950
      289
      1,562
      186
      -17
      4,225
      1,154
      1,001
      599
      1,375
      1,115
      512
      660
      4,374
      702
      4,481
      3,132
      3,874
      2,309
      819
      783
      1,551
      1,904
      1,539
      1,359
      7,525
      92
      432
      195
      140
      383
      495
      -595
      -842
      -2,178
      -161
      -91
      -199
      -12
      478
      512
      450
      400
      984
      -18
      -365
      -1,204
      232
      869
      1,244
      744
      193
      -2
      522
      49
      213
      143
      40
      3
      109
      1,089
      1,303
      249
      300
      557
      1,044
      531
      1,233
      856
      1,367
      630
      -7
      -8
      -23
      0
      125
      -1,532
      -162
      -838
      -1,469
      -1,129
      76
      73
      87
      1,236
      234
      612
      430
      774
      399
      122
      630
      97
      1,139
      587
      228
      385
      500
      431
      142
      1,297
      660
      299
      47
      5
      35
      -405
      -31
      -74
      0
      -15
      -14
      -15
      -15
      -17
      -15
      -12
      -12
      -11
      -41
      415
      630
      167
      128
      -357
      -280
      873
      2,844
      650
      701
      -378
      36
      2,292
      949
      287
      396
      294
      465
      359
      1,390
      360
      1,114
      1,012
      791
      133
      41
      1,004
      561
      211
      213
      -2,395
      -9
      -18
      -16
      -13
      5
      1
      -4
      -876
      -16
      -6
      -15
      -16
      -13
      -13
      -20
      -23
      -21
      -23
      -18
      -20
      -20
      -178
      -26
      -24
      -25
      -23
      -23
      -21
      -24
      -19
      -17
      -14
      -8
      -8
      6
      -3
      2
      10
      1
      6
      4
      6
      0
      13
      615
      -975
      -327
      -837
      -219
      -857
      -346
      409
      1,210
      724
      1,130
      176
      139
      521
      792
      420
      221
      -13
      -248
      -209
      -70
      1,859
      27,087
      257
      252
      811
      524
      2,530
      407
      404
      182
      265
      65
      586
      482
      364
      505
      664
      296
      310
      911
      338
      844
      1,021
      -62
      -510
      -230
      -549
      -476
      -216
      -248
      37
      98
      379
      731
      875
      223
      909
      811
      -361
      -20
      -649
      -421
      -862
      -2,142
      -1,986
      -2,986
      441
      637
      1,814
      728
      2,058
      282
      1,209
      350
      506
      60
      826
      964
      329
      15
      82
      9
      158
      3
      71
      14
      711
      140
      10
      8
      23
      -222
      176
      506
      -72
      -593
      -477
      -165
      -148
      -4
      175
      125
      446
      511
      269
      161
      507
      1,575
      1,712
      2,416
      2,583
      373
      429
      4,919
      1,718
      454
      259
      301
      1,879
      453
      558
      740
      -173
      -143
      -665
      -304
      -252
      -77
      -663
      -271
      -227
      374
      375
      398
      406
      989
      509
      739
      2,400
      28
      598
      771
      323
      334
      730
      1,042
      709
      957
      1,126
      2,011
      716
      283
      40
      84
      -44
      -72
      -14
      362
      37
      262
      24
      -73
      167
      1,298
      2,151
      83
      303
      1
      -11
      -94
      4
      737
      -999
      -139
      -1,031
      -888
      -1,197
      -1,889
      -569
      -130
      -489
      1,914
      1,447
      -547
      -164
      -120
      1,510
      767
      2,196
      116
      2,484
      948
      872
      -261
      -287
      -744
      -929
      1,263
      240
      815
      126
      324
      98
      160
      13
      1,826
      104
      66
      -204
      -67
      -541
      -609
      -249
      -276
      -380
      -397
      1,039
      4,378
      1,013
      448
      1,127
      582
      32,698
      14,448
      667
      504
      333
      224
      209
      416
      116
      145
      344
      12,842
      475
      1,040
      287
      3,203
      470
      219
      177
      143
      827
      241
      585
      21
      18
      -1,101
      -514
      -252
      -36
      978
      10
      782
      1,669
      2,239
      1,111
      1,064
      1,045
      381
      1,933
      2,723
      245
      324
      855
      423
      20
      30
      -17
      -117
      -53
      -432
      31
      67
      -145
      -325
      13
      6
      -47
      -23
      -55
      -9
      -23
      8
      3
      3
      11
      248
      495
      3,229
      882
      1,675
      1,987
      1,700
      1,702
      1,142
      3,282
      -45
      221
      91
      223
      155
      597
      66
      658
      236
      319
      158
      774
      222
      1,222
      1,005
      34
      1,841
      1,522
      46
      1,765
      466
      1,152
      1,419
      941
      1,001
      1,251
      2,145
      2,782
      1,419
      1,475
      3,738
      2,092
      767
      686
      1,244
      1,409
      1,442
      1,539
      2,095
      1,955
      2,629
      1,349
      803
      962
      426
      66
      373
      408
      514
      53
      1,065
      1,062
      21
      87
      -593
      3
      4
      18
      0
      -7
      275
      93
      114
      -657
      -559
      -76
      -597
      -609
      -74
      716
      430
      480
      12
      -1,804
      -983
      -1,198
      21
      248
      256
      320
      167
      111
      -165
      -123
      -25
      -6
      -363
      -107
      -66
      -19
      25
      -208
      109
      -320
      20
      -653
      230
      -273
      -375
      -289
      8
      201
      29
      132
      645
      109
      171
      693
      125
      -12
      281
      87
      60
      72
      1,588
      72
      1,106
      854
      254
      336
      507
      1,102
      215
      763
      992
      458
      5
      4
      4
      3
      6
      4
      2
      3
      8
      12
      4
      -2
      -2
      593
      145
      -405
      -387
      -470
      63
      -1,070
      -1,029
      98
      8
      7
      8
      -648
      -610
      -91
      112
      337
      323
      573
      1,599
      6
      102
      43
      37
      139
      92
      92
      -148
      -655
      -779
      -108
      -81
      423
      47
      579
      25
      -64
      5
      224
      148
      110
      50
      -85
      -829
      -326
      -101
      29
      200
      1,022
      179
      20
      13
      71
      17
      625
      811
      271
      9
      166
      204
      7
      462
      413
      400
      227
      305
      -1
      65
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 2 434,556
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 7,059
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 7,059
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 7,059
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,251
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,251
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 161
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 5,969
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 arrow   Refundedright arrow 11  
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowGA
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 arrowFERRELL SCRUGGS JR Telephone no.right arrow (229) 242-2388

Located atright arrowPO BOX 5225VALDOSTAGA ZIP+4right arrow31603
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)
 
No
(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
 
 
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
F FERRELL SCRUGGS SR TRUSTEE
0.00
0 0 0
4751 CAT CREEK ROAD
VALDOSTA,GA31605
PAMELA MILLER SCRUGGS TRUSTEE
0.00
0 0 0
4751 CAT CREEK ROAD
VALDOSTA,GA31605
F FERRELL SCRUGGS JR TRUSTEE
0.00
0 0 0
3337 PLANTATION DRIVE
VALDOSTA,GA31605
WADE H COLEMAN TRUSTEE
0.00
0 0 0
910 N PATTERSON STREET
VALDOSTA,GA31601
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 arrow0
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
5,414,616
b
Average of monthly cash balances.......................
1b
136,814
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,551,430
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
5,551,430
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
83,271
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,468,159
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
273,408
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
273,408
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
7,059
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
2
c
Add lines 2a and 2b............................
2c
7,061
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
266,347
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
266,347
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
266,347
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
225,400
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
225,400
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 7 266,347
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...... 5,462
b From 2020......  
c From 2021...... 5,201
d From 2022...... 19,083
e From 2023...... 24,216
f Total of lines 3a through e ........ 53,962
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 225,400
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..... 225,400
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 40,947 40,947
(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 13,015
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) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
13,015
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 13,015
e Excess from 2024....  
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).)
F FERRELL SCRUGGS SR
F FERRELL SCRUGGS JR
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

AH TURNER CENTER FOR THE ARTS

527 N PATTERSON STREET
VALDOSTA,GA31601
NONE 501(C)(3) GENERAL FUND 105,000

ATTAPULGUS CHURCH

112 SOUTH CHURCH STREET
ATTAPULGUS,GA39815
NONE 501(C)(3) GENERAL OPERATING FUND 1,000

BOYS AND GIRLS CLUB OF VALDOSTA GA

3628 LAKE LAURIE DRIVE
VALDOSTA,GA31605
NONE 501(C)(3) GENERAL FUND 30,000

CATHOLIC DIOCESE OF SAVANNAH

2170 E VICTORY DR
SAVANNAH,GA31404
NONE 501(C)(3) GENERAL FUND 1,000

COASTAL HUMANE SOCIETY

4627 US-17
BRUNSWICK,GA31525
NONE 501(C)(3) GENERAL FUND 1,000

FOOD FOR THE POOR INC

6401 LYONS ROAD
COCONUT CREEK,FL33073
NONE 501(C)(3) GENERAL FUND 5,200

SHEPERD CENTER

2020 PEACHTREE RD NW
ATLANTA,GA30309
NONE 501(C)(3) GENERAL FUND 10,000

ST JOHN'S CATHOLIC CHURCH

800 GORNTO ROAD
VALDOSTA,GA31602
NONE 501(C)(3) SCHOOL FUND 5,000

ST JUDES CHILDRENS HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105
NONE 501(C)(3) GENERAL FUND 10,000

UNITED WAY

1609 N PATTERSON ST
VALDOSTA,GA31602
NONE 501(C)(3) GENERAL FUND 20,000

VALDOSTA STATE FOUNDATION

901 N PATTERSON STREET
VALDOSTA,GA31698
NONE 501(C)(3) GENERAL FUND 3,700

VALWOOD SCHOOL

4380 OLD US 41 N
HAHIRA,GA31632
NONE 501(C)(3) GENERAL SCHOLARSHIP FUND 30,000

RUTH'S COTTAGE AND THE PATTICAKE HOUSE

PO BOX 2727
TIFTON,GA31793
NONE 501(C)(3) GENERAL FUND 500

PEACH STATE SUMMER THEATRE

1500 N PATTERSON ST
VALDOSTA,GA31698
NONE 501(C)(3) GENERAL FUND 3,000
Total .................................right arrow 3a 225,400
bApproved for future payment
Total ................................. right arrow 3b 0
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 ....     14 120,782  
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 ..... 523000 199      
8 Gain or (loss) from sales of assets other than
inventory ............
    18 434,556  
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) .. 199 555,338 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
555,537
(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:
FERRELL SCRUGGS FOUNDATION INC
EIN:
58-2539112
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING SERVICES 7,350 7,350   0

TY 2024 InvestmentsCorpStockSchedule
Name:
FERRELL SCRUGGS FOUNDATION INC
EIN:
58-2539112
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITY INVESTMENTS 4,514,002 5,402,194

TY 2024 OtherDecreasesSchedule
Name:
FERRELL SCRUGGS FOUNDATION INC
EIN:
58-2539112
Description Amount
NONDEDUCTIBLE EXPENSES FROM K-1S 18


TY 2024 OtherExpensesSchedule
Name:
FERRELL SCRUGGS FOUNDATION INC
EIN:
58-2539112
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE SUPPLIES 96 0   0


TY 2024 OtherIncomeSchedule2
Name:
FERRELL SCRUGGS FOUNDATION INC
EIN:
58-2539112
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ENTERPRISE PRODUCTS PARTNERS PTP INCOME 199 199 199


TY 2024 OtherIncreasesSchedule
Name:
FERRELL SCRUGGS FOUNDATION INC
EIN:
58-2539112
Description Amount
BOOK TO MARKET DIFFERENCES ON INVESTMENT DISPOSITIONS 30,267
NONTAXABLE INCOME - PTP DISTRIBUTIONS 6,781
NONTAXABLE INCOME - NONDIVIDEND DISTRIBUTIONS 1,908


TY 2024 OtherProfessionalFeesSchedule
Name:
FERRELL SCRUGGS FOUNDATION INC
EIN:
58-2539112
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
RAYMOND JAMES INVESTMENT MANAGEMENT FEES 36,582 36,582   0


TY 2024 TaxesSchedule
Name:
FERRELL SCRUGGS FOUNDATION INC
EIN:
58-2539112
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 3,773 3,773   0
STATE UBI TAX 1,667 0   0
FEDERAL UBI TAX 5,783 0   0