TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
JACK AND JOYCE SAMPSON FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)211 NORTH BROADWAY SUITE 1000
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
ST LOUIS, MO63102

A Employer identification number

74-2852703

B Telephone number (see instructions)

(314) 244-5812

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$0J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	33,835		33,707
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		165,487
b	Gross sales price for all assets on line 6a 1,185,847
7	Capital gain net income (from Part IV, line 2)...			165,487
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).......	List of Attached Documents: // Content	376
12	Total. Add lines 1 through 11........	199,698		199,194
13	Compensation of officers, directors, trustees, etc.
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).......	List of Attached Documents: // Content	500	500	0	0
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	2,918	1,231		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).......	List of Attached Documents: // Content	10,365	10,365
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	13,783		12,096	0	0
25	Contributions, gifts, grants paid.......	82,000				82,000
26	Total expenses and disbursements. Add lines 24 and 25	95,783		12,096	0	82,000
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	103,915
b	Net investment income (if negative, enter -0-)			187,098
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	57,810	82,859
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	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).......	1,211,731	1,321,292
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,269,541	1,404,151	0
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,269,541	1,404,151
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	1,269,541	1,404,151
	30	Total liabilities and net assets/fund balances (see instructions).	1,269,541	1,404,151

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

1,269,541

Enter amount from Part I, line 27a .....................

103,915

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

35,504

Add lines 1, 2, and 3 ..........................

1,408,960

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

4,809

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

1,404,151

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	1. BLACKROCK INC		2023-03-17	2024-01-04
b	4. BLACKROCK INC		2022-07-28	2024-01-04
c	148. KEURIG DR PEPPER INC		2023-08-17	2024-01-04
d	3. THERMO ELECTRON CORP COM			2024-01-04
e	3. THERMO ELECTRON CORP COM		2022-09-12	2024-01-04
	2. MORGAN STANLEY DEAN WITTER & COMPANY COM NEW		2023-03-17	2024-01-11
	59. MORGAN STANLEY DEAN WITTER & COMPANY COM NEW			2024-01-11
	5. BOEING CO COM		2023-08-03	2024-01-12
	6. PALO ALTO NETWORKS INC		2022-08-24	2024-01-16
	31. BECTON DICKINSON & CO COM			2024-01-17
	11. ADVANCED MICRO DEVICES		2023-12-07	2024-01-19
	2. AMGEN INC COM		2022-03-24	2024-01-19
	2. NETFLIX INC		2022-09-29	2024-01-22
	3. SHERWIN WILLIAMS CO COM		2022-12-05	2024-01-22
	8. ADVANCED MICRO DEVICES		2023-12-07	2024-01-26
	11. CROWDSTRIKE HOLDINGS INC - A			2024-01-26
	4. TESLA INC		2023-06-05	2024-01-26
	16. TESLA INC		2023-01-17	2024-01-26
	14. ARISTA NETWORKS INC		2023-08-25	2024-01-30
	2. BOEING CO COM		2023-05-18	2024-01-30
	22. BOSTON SCIENTIFIC CORP COM		2023-01-09	2024-01-30
	10. INGERSOLL RAND INC		2023-08-03	2024-01-30
	3. STRYKER CORP			2024-01-30
	20. UBER TECHNOLOGIES INC		2023-08-04	2024-01-30
	2. VERISK ANALYTICS INC		2023-03-21	2024-01-30
	18. AMGEN INC COM		2022-03-24	2024-02-05
	7. META PLATFORMS INC-CLASS A			2024-02-05
	12. ARISTA NETWORKS INC		2023-08-25	2024-02-07
	59. NIKE INC CLASS B			2024-02-07
	23. ADVANCED MICRO DEVICES		2023-12-07	2024-02-08
	3. CROWDSTRIKE HOLDINGS INC - A			2024-02-08
	44. ISHARES RUSSELL MID-CAP VALU		2023-02-27	2024-02-08
	515. ISHARES RUSSELL MID-CAP VALU		2021-05-14	2024-02-08
	42. ISHARES RUSSELL MID-CAP GROW		2023-02-27	2024-02-08
	646. ISHARES RUSSELL MID-CAP GROW			2024-02-08
	1. PALO ALTO NETWORKS INC		2023-11-14	2024-02-08
	3. PALO ALTO NETWORKS INC		2023-01-24	2024-02-08
	278. VANGUARD VALUE ETF			2024-02-08
	2. BROADCOM INC		2022-05-27	2024-02-15
	6. NVIDIA CORP		2023-01-25	2024-02-15
	71. UBER TECHNOLOGIES INC		2023-08-04	2024-02-20
	4. CROWDSTRIKE HOLDINGS INC - A		2023-07-27	2024-02-21
	8. PALO ALTO NETWORKS INC			2024-02-21
	20. TJX COS INC NEW COM			2024-02-26
	86. GILEAD SCIENCES INC COM			2024-03-01
	1. BROADCOM INC		2022-05-27	2024-03-04
	6. CROWDSTRIKE HOLDINGS INC - A		2023-07-27	2024-03-04
	21. ORACLE CORP COM		2024-02-15	2024-03-04
	17. ORACLE CORP COM		2023-12-11	2024-03-04
	47. ORACLE CORP COM			2024-03-04
	2. SYNOPSYS INC		2022-09-09	2024-03-04
	6. WORKDAY INC-CLASS A			2024-03-04
	15. AMAZON.COM INC COM			2024-03-06
	20. TJX COS INC NEW COM		2023-06-30	2024-03-06
	3. ULTA BEAUTY INC			2024-03-06
	29. AMERICAN ELEC PWR INC COM		2023-09-21	2024-03-14
	42. AMERICAN ELEC PWR INC COM		2023-01-19	2024-03-14
	11. DELL TECHNOLOGIES -C		2024-03-04	2024-03-18
	5. SALESFORCE INC		2023-01-11	2024-03-18
	3. ULTA BEAUTY INC		2023-11-06	2024-03-18
	15. WAL MART STORES INC		2023-10-23	2024-03-18
	29. SNOWFLAKE INC-CLASS A		2024-01-26	2024-03-19
	35. PHILIP MORRIS INTERNATIONAL			2024-03-21
	22. PHILIP MORRIS INTERNATIONAL			2024-03-21
	23. VISA INC-CLASS A SHARES			2024-03-25
	9. APPLE COMPUTER INC COM		2023-05-08	2024-03-27
	5. APPLE COMPUTER INC COM		2023-01-30	2024-03-27
	2. NETFLIX INC		2023-03-14	2024-03-28
	2. THERMO ELECTRON CORP COM		2022-09-12	2024-03-28
	28. VERISK ANALYTICS INC		2023-03-21	2024-03-28
	3. LINDE PLC		2023-06-21	2024-03-28
	6. PROLOGIS INC		2022-04-08	2024-04-02
	12. WELLTOWER INC		2023-09-20	2024-04-02
	11. WORKDAY INC-CLASS A			2024-04-02
	24. PNC BANK CORPORATION			2024-04-11
	38. PNC BANK CORPORATION		2023-06-16	2024-04-15
	7. BOEING CO COM			2024-04-16
	1.00011 PALO ALTO NETWORKS INC		2024-02-26	2024-04-16
	4.99989 PALO ALTO NETWORKS INC		2024-02-26	2024-04-16
	50. PROLOGIS INC			2024-04-16
	2. SYNOPSYS INC		2022-09-09	2024-04-16
	24. WORKDAY INC-CLASS A		2023-11-14	2024-04-16
	6. CROWDSTRIKE HOLDINGS INC - A		2024-03-27	2024-04-18
	1. SERVICENOW INC		2024-01-25	2024-04-18
	1. SERVICENOW INC		2023-02-02	2024-04-18
	124. COPART INC			2024-04-22
	35. ALPHABET INC-CL A			2024-04-23
	35. APPLIED MATLS INC COM		2024-04-16	2024-04-23
	3. UNITEDHEALTH GROUP INC COM		2023-12-01	2024-04-23
	5. ADOBE SYS INC			2024-04-24
	17. APPLE COMPUTER INC COM		2023-01-30	2024-04-24
	12.00063 DELL TECHNOLOGIES -C		2024-03-04	2024-04-24
	2.99937 DELL TECHNOLOGIES -C		2024-03-04	2024-04-24
	22. S&P GLOBAL INC			2024-04-24
	43. TJX COS INC NEW COM		2023-06-30	2024-04-24
	27. HUNT (JB) TRANSPRT SVCS INC		2024-01-30	2024-04-29
	11. ULTA BEAUTY INC			2024-04-29
	27. AIR PRODS & CHEMS INC COM		2024-02-20	2024-05-07
	6. CROWDSTRIKE HOLDINGS INC - A		2024-03-27	2024-05-07
	3. NVIDIA CORP		2024-03-25	2024-05-07
	12. ALPHABET INC-CL A			2024-05-13
	14. ADVANCED MICRO DEVICES		2024-04-16	2024-05-14
	6. PALO ALTO NETWORKS INC		2024-03-06	2024-05-14
	8. PALO ALTO NETWORKS INC			2024-05-14
	2. SYNOPSYS INC		2022-09-09	2024-05-14
	5. NVIDIA CORP			2024-05-17
	2. NVIDIA CORP		2024-03-25	2024-05-17
	3. NVIDIA CORP		2023-01-25	2024-05-17
	5. TESLA INC		2024-04-24	2024-05-17
	25. ENTERGY CORP NEW			2024-05-20
	23. EXXON MOBIL CORP			2024-05-20
	1. CHIPOTLE MEXICAN GRILL INC		2023-12-11	2024-05-23
	3. INTUIT INC		2023-06-06	2024-05-23
	7. INTUIT INC			2024-05-23
	72. MONDELEZ INTERNATIONAL INC-A		2023-04-03	2024-05-23
	3. BOEING CO COM		2023-10-12	2024-05-24
	22. BOEING CO COM			2024-05-24
	25. ASTRAZENECA PLC ADR			2024-05-28
	5. ADOBE SYS INC			2024-05-29
	53. SNOWFLAKE INC-CLASS A			2024-05-29
	11. ORACLE CORP COM		2023-12-25	2024-05-30
	14. PALO ALTO NETWORKS INC			2024-06-03
	2. SYNOPSYS INC		2023-12-28	2024-06-03
	10. SYNOPSYS INC			2024-06-03
	15. FERGUSON PLC		2024-02-15	2024-06-03
	1. ADOBE SYS INC		2024-03-15	2024-06-04
	1. ADOBE SYS INC		2023-05-08	2024-06-04
	35. LOWES COS INC			2024-06-04
	2.99973 ORACLE CORP COM		2024-03-18	2024-06-04
	11.00027 ORACLE CORP COM			2024-06-04
	10. TESLA INC		2024-04-24	2024-06-04
	168. BRISTOL MYERS SQUIBB CO COM		2024-01-17	2024-06-07
	44. DELL TECHNOLOGIES -C			2024-06-07
	34. DOLLAR GENERAL CORP			2024-06-11
	9. KKR & CO INC		2023-12-15	2024-06-11
	6. ADOBE SYS INC			2024-06-12
	12. DOLLAR GENERAL CORP		2023-11-17	2024-06-12
	15. DOLLAR GENERAL CORP		2023-06-01	2024-06-12
	22. ADVANCED MICRO DEVICES		2024-04-16	2024-06-14
	13. INGERSOLL RAND INC			2024-06-17
	21.00144 TECK RESOURCES LTD-CLS B		2024-05-07	2024-06-17
	3.99856 TECK RESOURCES LTD-CLS B		2024-05-07	2024-06-17
	28. ADVANCED MICRO DEVICES			2024-06-18
	15. APPLE COMPUTER INC COM			2024-06-18
	49. TECK RESOURCES LTD-CLS B		2024-05-07	2024-06-20
	21. FERGUSON PLC		2024-02-15	2024-06-21
	9. FEDEX CORPORATION COM		2023-02-02	2024-06-26
	20. CHIPOTLE MEXICAN GRILL INC			2024-07-01
	49. MICRON TECHNOLOGY INC		2024-06-18	2024-07-01
	24. PULTEGROUP INC			2024-07-01
	41. PULTEGROUP INC		2024-03-06	2024-07-02
	8. META PLATFORMS INC-CLASS A			2024-07-08
	23. J P MORGAN CHASE & CO COM			2024-07-08
	3. SERVICENOW INC			2024-07-08
	100. ALPHABET INC-CL C		1950-01-01	2024-07-09
	6. ARISTA NETWORKS INC		2024-04-24	2024-07-09
	2. BANK OF AMERICA CORP COM		2023-05-18	2024-07-09
	4. BOSTON SCIENTIFIC CORP COM		2023-01-09	2024-07-09
	4. LILLY ELI & CO COM		2022-10-31	2024-07-09
	22. MICROSOFT CORP COM			2024-07-09
	1. NETFLIX INC		2023-07-04	2024-07-09
	97. QUALCOMM INC COM		1950-01-01	2024-07-09
	1. WAL MART STORES INC		2023-10-23	2024-07-09
	1. WELLTOWER INC		2023-09-20	2024-07-09
	85. EATON CORP PLC		2023-05-01	2024-07-09
	2. ALPHABET INC-CL A		2021-01-19	2024-07-10
	4. APPLE COMPUTER INC COM		2020-09-16	2024-07-10
	5. BANK OF AMERICA CORP COM		2023-05-18	2024-07-10
	1. BERKSHIRE HATHAWAY INC-CL B		2023-01-09	2024-07-10
	1. BOSTON SCIENTIFIC CORP COM		2023-01-09	2024-07-10
	1. CHEVRONTEXACO CORP		2024-04-02	2024-07-10
	4. CITIGROUP INC		2024-07-09	2024-07-10
	2. DUKE ENERGY CORP		2024-05-07	2024-07-10
	1. INGERSOLL RAND INC		2024-07-09	2024-07-10
	1. J P MORGAN CHASE & CO COM		2005-09-09	2024-07-10
	3. KKR & CO INC		2024-07-09	2024-07-10
	1. MERCK & CO. INC.		2022-05-16	2024-07-10
	22. NVIDIA CORP		2023-06-21	2024-07-10
	1. PARKER HANNIFIN CORP		2024-05-20	2024-07-10
	1. QUANTA SVCS INC COM		2024-05-24	2024-07-10
	1. SHERWIN WILLIAMS CO COM		2022-12-05	2024-07-10
	1. TECK RESOURCES LTD-CLS B		2024-05-29	2024-07-10
	2. TESLA INC		2024-07-03	2024-07-10
	1. UNITEDHEALTH GROUP INC COM		2023-12-01	2024-07-10
	24. CHIPOTLE MEXICAN GRILL INC			2024-07-11
	14. CROWDSTRIKE HOLDINGS INC - A		2023-07-27	2024-07-11
	12. CROWDSTRIKE HOLDINGS INC - A			2024-07-11
	6. DEERE & CO COM			2024-07-11
	6. PALO ALTO NETWORKS INC			2024-07-11
	37. SALESFORCE INC			2024-07-11
	11. SALESFORCE INC		2023-01-11	2024-07-11
	20. TESLA INC			2024-07-12
	8. AMAZON.COM INC COM			2024-07-15
	1. AMAZON.COM INC COM		2023-05-31	2024-07-15
	2.0013 CHEVRONTEXACO CORP			2024-07-15
	8.9987 CHEVRONTEXACO CORP		2024-04-02	2024-07-15
	1. CHEVRONTEXACO CORP		2018-04-16	2024-07-15
	17. CONOCOPHILLIPS			2024-07-15
	11.99845 MASTERCARD INC - A			2024-07-15
	1.00155 MASTERCARD INC - A		2024-07-09	2024-07-15
	12.99935 MCDONALDS CORP COM		2024-06-04	2024-07-16
	7.00065 MCDONALDS CORP COM		2024-06-04	2024-07-16
	36. CHIPOTLE MEXICAN GRILL INC		2023-12-11	2024-07-19
	6. GOLDMAN SACHS GROUP INC COM			2024-07-19
	8. O'REILLY AUTOMOTIVE INC			2024-07-19
	5. UNITEDHEALTH GROUP INC COM			2024-07-22
	7. AMETEK INC			2024-07-24
	3. PARKER HANNIFIN CORP		2024-05-20	2024-07-24
	31. QUALCOMM INC COM		2024-05-23	2024-07-24
	3. QUALCOMM INC COM		1950-01-01	2024-07-24
	2. MICROSOFT CORP COM		2024-07-10	2024-07-26
	3. MICROSOFT CORP COM		2023-06-06	2024-07-26
	15. APPLE COMPUTER INC COM			2024-07-29
	87. CHIPOTLE MEXICAN GRILL INC		2023-12-11	2024-07-29
	2. SERVICENOW INC			2024-07-29
	13. STRYKER CORP			2024-07-29
	18. STRYKER CORP			2024-07-29
	38. UBER TECHNOLOGIES INC			2024-07-29
	42. CROWDSTRIKE HOLDINGS INC - A			2024-07-30
	13. AMETEK INC		2024-07-09	2024-08-02
	26. AMETEK INC			2024-08-02
	45. CSX CORP COM		2024-04-22	2024-08-05
	17. CSX CORP COM		2023-02-13	2024-08-05
	171. CITIGROUP INC			2024-08-05
	13. ALPHABET INC-CL A			2024-08-06
	37. APPLE COMPUTER INC COM			2024-08-07
	7. TESLA INC		2024-07-29	2024-08-07
	4. ADOBE SYS INC			2024-08-08
	7. PALO ALTO NETWORKS INC			2024-08-08
	72. UBER TECHNOLOGIES INC		2024-06-07	2024-08-08
	12. AMAZON.COM INC COM			2024-08-09
	14. APPLE COMPUTER INC COM			2024-08-09
	3. META PLATFORMS INC-CLASS A		2024-07-09	2024-08-09
	6. META PLATFORMS INC-CLASS A		2021-01-05	2024-08-09
	23. MCDONALDS CORP COM			2024-08-09
	28. MERCK & CO. INC.		2024-07-09	2024-08-09
	38. ORACLE CORP COM			2024-08-12
	15. PALO ALTO NETWORKS INC		2024-06-12	2024-08-14
	6. FEDEX CORPORATION COM		2024-04-22	2024-08-16
	10. FEDEX CORPORATION COM		2023-02-02	2024-08-16
	7. ZOETIS INC		2022-01-12	2024-08-16
	16. DEERE & CO COM		2024-07-09	2024-08-19
	89. OTIS WORLDWIDE CORP			2024-08-19
	57. NVIDIA CORP			2024-08-22
	9. TJX COS INC NEW COM		2024-07-29	2024-08-22
	31. NVIDIA CORP		2024-07-09	2024-08-23
	47. NVIDIA CORP			2024-08-23
	15. CONSTELLATION BRANDS INC-A			2024-08-28
	42. COPART INC		2024-08-02	2024-08-28
	41. MICRON TECHNOLOGY INC		2024-08-08	2024-08-28
	2. ASML HOLDING NV-NY REG SHS		2024-07-11	2024-08-29
	9. ASML HOLDING NV-NY REG SHS			2024-09-04
	2. BOOKING HOLDINGS INC		2024-01-29	2024-09-06
	26. MICRON TECHNOLOGY INC		2024-08-08	2024-09-06
	23. ASTRAZENECA PLC ADR		2023-07-12	2024-09-10
	10. MICROSOFT CORP COM			2024-09-10
	3. MICROSOFT CORP COM		2023-06-06	2024-09-10
	43. MICRON TECHNOLOGY INC		2024-08-08	2024-09-10
	2. NETFLIX INC			2024-09-10
	8. TAIWAN SEMICONDUCTOR CO-SPONS ADR		2024-07-11	2024-09-10
	9. ASTRAZENECA PLC ADR		2024-07-09	2024-09-13
	66. ASTRAZENECA PLC ADR		2023-07-12	2024-09-13
	28. INGERSOLL RAND INC		2023-08-03	2024-09-17
	11. AMERICAN TOWER CORP			2024-09-19
	23. SOUTHERN COMPANY		2024-05-17	2024-09-19
	23. APPLOVIN CORP-CLASS A		2024-09-10	2024-09-20
	32. PALANTIR TECHNOLOGIES INC-A		2024-08-19	2024-09-20
	138. ISHARES CORE MSCI EAFE ETF		2022-01-03	2024-09-26
	52. NIKE INC CLASS B			2024-09-26
	55. NIKE INC CLASS B			2024-10-02
	90. COPART INC		2024-08-02	2024-10-04
	16. APPLOVIN CORP-CLASS A		2024-09-10	2024-10-10
	15. J P MORGAN CHASE & CO COM		2005-09-09	2024-10-10
	50. PALANTIR TECHNOLOGIES INC-A		2024-08-19	2024-10-10
	67. PAYPAL HOLDINGS INC			2024-10-10
	19. PULTEGROUP INC		2024-08-09	2024-10-11
	8.00025 TESLA INC			2024-10-11
	12.99975 TESLA INC			2024-10-11
	138. PALANTIR TECHNOLOGIES INC-A			2024-10-17
	44. VERTIV HOLDINGS CO-A		2024-08-28	2024-10-17
	45. EOG RES INC			2024-10-18
	22. TAIWAN SEMICONDUCTOR CO-SPONS ADR		2024-07-11	2024-10-18
	62. DEXCOM INC		2024-07-29	2024-10-23
	20. HONEYWELL INTERNATIONAL INC		2024-08-19	2024-10-23
	3. SERVICENOW INC			2024-10-23
	36. PULTEGROUP INC			2024-10-24
	16. APPLE COMPUTER INC COM			2024-10-25
	55. DEXCOM INC		2024-07-29	2024-10-25
	23. HONEYWELL INTERNATIONAL INC		2024-08-19	2024-10-25
	35. NVIDIA CORP			2024-10-28
	25. TAIWAN SEMICONDUCTOR CO-SPONS ADR			2024-10-28
	19. AMAZON.COM INC COM			2024-10-30
	12. INGERSOLL RAND INC			2024-10-30
	41. INGERSOLL RAND INC		2023-08-03	2024-10-30
	17. BERKSHIRE HATHAWAY INC-CL B			2024-11-01
	17. HCA HEALTHCARE INC		2024-09-17	2024-11-01
	31. QUANTA SVCS INC COM			2024-11-01
	464. SCHWAB INTL SMALL-CAP EQUITY		2024-02-08	2024-11-01
	109. VANGUARD RUSSELL 1000 VALUE		2024-02-08	2024-11-01
	13. VERTIV HOLDINGS CO-A		2024-10-24	2024-11-01
	49. APPLOVIN CORP-CLASS A			2024-11-04
	15. CONSTELLATION BRANDS INC-A			2024-11-04
	21. CONSTELLATION BRANDS INC-A		2023-05-01	2024-11-04
	13. ENTERGY CORP NEW			2024-11-04
	69. ENTERGY CORP NEW			2024-11-04
	9. TESLA INC			2024-11-07
	7. AMERICAN EXPRESS CO COM		2024-04-24	2024-11-08
	21. KKR & CO INC			2024-11-08
	8. CROWDSTRIKE HOLDINGS INC - A			2024-11-12
	3. SPOTIFY TECHNOLOGY SA		2024-08-05	2024-11-12
	16. BLACKSTONE INC		2024-09-19	2024-11-13
	6. SPOTIFY TECHNOLOGY SA		2024-08-05	2024-11-13
	15. NVIDIA CORP		2023-05-17	2024-11-20
	11. VERTIV HOLDINGS CO-A		2024-10-24	2024-11-20
	4. MICROSOFT CORP COM		2023-06-06	2024-11-22
	9. CROWDSTRIKE HOLDINGS INC - A			2024-11-25
	10. TOLL BROTHERS INC		2024-09-30	2024-11-27
	17. VERTIV HOLDINGS CO-A			2024-11-27
	10. SALESFORCE INC			2024-12-03
	3. SERVICENOW INC		2022-11-11	2024-12-09
	32. TRADE DESK INC/THE -CLASS A		2024-10-04	2024-12-09
	10.0001 BROADCOM INC			2024-12-10
	37.9999 BROADCOM INC			2024-12-10
	10. ADOBE SYS INC			2024-12-12
	10. ADOBE SYS INC		2022-10-25	2024-12-12
	3. NETFLIX INC			2024-12-13
	54. TRADE DESK INC/THE -CLASS A			2024-12-13
	6. FERGUSON ENTERPRISES INC		2024-08-08	2024-12-16
	11. TOLL BROTHERS INC		2024-09-30	2024-12-16
	129. VANGUARD RUSSELL 1000 GROWTH		2024-02-08	2024-12-16
	31. NVIDIA CORP			2024-12-17
	51. CSX CORP COM			2024-12-19
	28. FERGUSON ENTERPRISES INC		2024-08-08	2024-12-19
	5. ORACLE CORP COM		2024-12-10	2024-12-19
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	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		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	787	633	154
b	3,148	2,563	585
c	4,809	4,986	-177
d	1,611	1,637	-26
e	1,611	1,717	-106
	180	168	12
	5,316	3,418	1,898
	1,093	1,159	-66
	1,960	948	1,012
	7,250	8,018	-768
	1,797	1,383	414
	610	473	137
	971	487	484
	918	762	156
	1,438	1,006	432
	3,223	2,768	455
	740	878	-138
	2,959	2,068	891
	3,798	2,523	1,275
	402	415	-13
	1,349	1,006	343
	805	669	136
	945	851	94
	1,337	908	429
	493	372	121
	5,778	4,257	1,521
	3,229	1,744	1,485
	3,214	2,163	1,051
	6,099	6,234	-135
	3,916	2,892	1,024
	966	551	415
	5,094	4,875	219
	59,624	59,510	114
	4,569	3,797	772
	70,282	69,955	327
	368	261	107
	1,104	450	654
	42,341	35,729	6,612
	2,496	1,144	1,352
	4,376	1,161	3,215
	5,411	3,223	2,188
	1,145	626	519
	2,148	1,843	305
	1,976	1,693	283
	6,219	7,253	-1,034
	1,412	572	840
	1,879	939	940
	2,393	2,377	16
	1,937	1,955	-18
	5,355	3,702	1,653
	1,200	680	520
	1,648	1,575	73
	2,614	1,491	1,123
	1,946	1,686	260
	1,640	1,342	298
	2,363	2,332	31
	3,422	3,862	-440
	1,174	1,401	-227
	1,493	722	771
	1,603	1,175	428
	910	806	104
	4,424	5,917	-1,493
	3,246	3,183	63
	2,040	2,000	40
	6,469	4,283	2,186
	1,554	1,562	-8
	863	720	143
	1,212	587	625
	1,158	1,145	13
	6,580	5,206	1,374
	1,393	1,110	283
	756	1,011	-255
	1,097	1,034	63
	2,966	2,854	112
	3,699	3,509	190
	5,713	4,885	828
	1,178	1,385	-207
	272	303	-31
	1,360	1,515	-155
	5,742	6,799	-1,057
	1,087	680	407
	6,198	5,558	640
	1,758	1,932	-174
	736	772	-36
	736	488	248
	6,605	4,783	1,822
	5,528	3,559	1,969
	6,723	7,326	-603
	1,475	1,659	-184
	2,373	2,752	-379
	2,853	2,448	405
	1,452	1,528	-76
	363	382	-19
	9,028	7,570	1,458
	4,040	3,625	415
	4,353	5,575	-1,222
	4,453	4,309	144
	6,686	6,115	571
	1,885	1,932	-47
	2,709	2,890	-181
	1,981	1,113	868
	2,131	2,290	-159
	1,811	1,684	127
	2,414	2,534	-120
	1,119	680	439
	4,703	4,572	131
	1,881	1,927	-46
	2,822	580	2,242
	888	809	79
	2,823	2,414	409
	2,735	2,427	308
	3,159	2,294	865
	2,002	1,352	650
	4,672	2,784	1,888
	4,961	5,076	-115
	511	582	-71
	3,744	4,006	-262
	1,922	1,698	224
	2,395	2,451	-56
	7,905	8,417	-512
	1,312	1,423	-111
	4,111	3,089	1,022
	1,109	1,032	77
	5,547	3,328	2,219
	3,043	2,932	111
	447	489	-42
	447	342	105
	7,607	7,873	-266
	357	385	-28
	1,308	1,418	-110
	1,758	1,619	139
	6,936	8,343	-1,407
	5,778	5,705	73
	4,316	5,399	-1,083
	980	754	226
	2,819	1,953	866
	1,488	1,438	50
	1,860	2,959	-1,099
	3,497	3,599	-102
	1,189	1,154	35
	973	1,054	-81
	185	201	-16
	4,322	4,580	-258
	3,222	1,739	1,483
	2,346	2,459	-113
	4,072	4,105	-33
	2,638	1,918	720
	1,225	918	307
	6,352	7,563	-1,211
	2,572	2,701	-129
	4,252	4,557	-305
	4,254	1,849	2,405
	4,734	2,736	1,998
	2,317	1,593	724
	19,043	10,799	8,244
	2,194	1,529	665
	83	57	26
	306	183	123
	3,730	1,436	2,294
	10,110	6,278	3,832
	686	402	284
	20,090	11,305	8,785
	70	54	16
	105	86	19
	27,089	14,412	12,677
	382	174	208
	932	456	476
	209	142	67
	414	315	99
	77	46	31
	155	160	-5
	268	266	2
	206	203	3
	94	92	2
	208	35	173
	328	317	11
	127	91	36
	2,968	929	2,039
	523	549	-26
	258	284	-26
	305	254	51
	50	52	-2
	526	494	32
	501	553	-52
	1,395	1,302	93
	5,210	2,191	3,019
	4,466	4,597	-131
	2,167	2,096	71
	2,000	2,014	-14
	9,331	8,831	500
	2,774	1,589	1,185
	4,964	3,834	1,130
	1,561	1,596	-35
	195	120	75
	315	317	-2
	1,415	1,436	-21
	157	121	36
	1,930	1,512	418
	5,297	5,336	-39
	442	445	-3
	3,306	3,386	-80
	1,780	1,824	-44
	1,911	1,652	259
	2,917	2,713	204
	8,317	8,157	160
	2,808	2,429	379
	1,186	990	196
	1,630	1,647	-17
	5,692	6,360	-668
	551	350	201
	850	933	-83
	1,275	1,004	271
	3,272	3,424	-152
	4,382	3,992	390
	1,638	929	709
	4,348	3,821	527
	6,020	4,758	1,262
	2,454	2,642	-188
	9,632	11,166	-1,534
	2,000	2,134	-134
	4,000	3,462	538
	1,494	1,556	-62
	565	543	22
	9,417	10,715	-1,298
	2,047	2,339	-292
	7,816	8,381	-565
	1,388	1,621	-233
	2,092	2,276	-184
	2,171	2,215	-44
	4,827	4,976	-149
	2,014	2,220	-206
	2,988	3,089	-101
	1,535	1,590	-55
	3,070	1,236	1,834
	6,169	5,937	232
	3,171	3,529	-358
	5,018	5,408	-390
	5,083	4,742	341
	1,699	1,610	89
	2,831	2,131	700
	1,283	1,499	-216
	6,029	5,582	447
	8,212	8,652	-440
	7,346	7,507	-161
	1,085	1,012	73
	3,938	4,073	-135
	5,971	1,964	4,007
	3,607	3,741	-134
	2,228	2,151	77
	3,892	3,701	191
	1,815	2,151	-336
	7,363	9,398	-2,035
	7,455	7,022	433
	2,258	2,347	-89
	1,855	1,530	325
	4,139	4,263	-124
	1,242	1,004	238
	3,677	3,882	-205
	1,348	696	652
	1,270	1,493	-223
	705	690	15
	5,169	4,391	778
	2,578	1,874	704
	2,528	2,086	442
	2,034	1,823	211
	2,879	1,998	881
	1,145	1,038	107
	10,863	10,337	526
	4,658	3,945	713
	4,510	4,049	461
	4,733	4,608	125
	2,321	1,390	931
	3,202	527	2,675
	2,147	1,622	525
	5,296	4,539	757
	2,651	2,346	305
	1,745	1,942	-197
	2,835	3,010	-175
	5,779	4,476	1,303
	5,058	3,505	1,553
	5,661	5,948	-287
	4,475	4,107	368
	4,493	4,200	293
	4,447	3,974	473
	2,730	1,300	1,430
	4,836	4,445	391
	3,711	1,764	1,947
	3,985	3,726	259
	4,807	4,570	237
	4,956	1,407	3,549
	4,905	4,602	303
	3,666	2,560	1,106
	1,167	1,077	90
	3,987	2,744	1,243
	7,727	4,992	2,735
	6,084	6,847	-763
	9,471	8,416	1,055
	16,985	15,653	1,332
	8,985	7,979	1,006
	1,422	1,440	-18
	7,836	5,319	2,517
	3,585	3,665	-80
	5,018	4,847	171
	1,847	1,365	482
	9,802	5,992	3,810
	2,638	2,455	183
	2,008	1,671	337
	3,169	2,179	990
	2,700	2,490	210
	1,243	950	293
	2,892	2,548	344
	2,704	1,900	804
	2,153	451	1,702
	1,495	1,219	276
	1,653	1,338	315
	3,335	2,583	752
	1,651	1,537	114
	2,158	1,759	399
	3,299	2,780	519
	3,356	1,257	2,099
	4,256	3,620	636
	1,730	1,733	-3
	6,573	3,346	3,227
	4,808	5,374	-566
	4,808	3,198	1,610
	2,759	869	1,890
	7,180	6,109	1,071
	1,117	1,191	-74
	1,487	1,691	-204
	13,908	10,837	3,071
	3,939	3,999	-60
	1,626	1,726	-100
	4,922	5,559	-637
	848	885	-37
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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			154
b			585
c			-177
d			-26
e			-106
			12
			1,898
			-66
			1,012
			-768
			414
			137
			484
			156
			432
			455
			-138
			891
			1,275
			-13
			343
			136
			94
			429
			121
			1,521
			1,485
			1,051
			-135
			1,024
			415
			219
			114
			772
			327
			107
			654
			6,612
			1,352
			3,215
			2,188
			519
			305
			283
			-1,034
			840
			940
			16
			-18
			1,653
			520
			73
			1,123
			260
			298
			31
			-440
			-227
			771
			428
			104
			-1,493
			63
			40
			2,186
			-8
			143
			625
			13
			1,374
			283
			-255
			63
			112
			190
			828
			-207
			-31
			-155
			-1,057
			407
			640
			-174
			-36
			248
			1,822
			1,969
			-603
			-184
			-379
			405
			-76
			-19
			1,458
			415
			-1,222
			144
			571
			-47
			-181
			868
			-159
			127
			-120
			439
			131
			-46
			2,242
			79
			409
			308
			865
			650
			1,888
			-115
			-71
			-262
			224
			-56
			-512
			-111
			1,022
			77
			2,219
			111
			-42
			105
			-266
			-28
			-110
			139
			-1,407
			73
			-1,083
			226
			866
			50
			-1,099
			-102
			35
			-81
			-16
			-258
			1,483
			-113
			-33
			720
			307
			-1,211
			-129
			-305
			2,405
			1,998
			724
			8,244
			665
			26
			123
			2,294
			3,832
			284
			8,785
			16
			19
			12,677
			208
			476
			67
			99
			31
			-5
			2
			3
			2
			173
			11
			36
			2,039
			-26
			-26
			51
			-2
			32
			-52
			93
			3,019
			-131
			71
			-14
			500
			1,185
			1,130
			-35
			75
			-2
			-21
			36
			418
			-39
			-3
			-80
			-44
			259
			204
			160
			379
			196
			-17
			-668
			201
			-83
			271
			-152
			390
			709
			527
			1,262
			-188
			-1,534
			-134
			538
			-62
			22
			-1,298
			-292
			-565
			-233
			-184
			-44
			-149
			-206
			-101
			-55
			1,834
			232
			-358
			-390
			341
			89
			700
			-216
			447
			-440
			-161
			73
			-135
			4,007
			-134
			77
			191
			-336
			-2,035
			433
			-89
			325
			-124
			238
			-205
			652
			-223
			15
			778
			704
			442
			211
			881
			107
			526
			713
			461
			125
			931
			2,675
			525
			757
			305
			-197
			-175
			1,303
			1,553
			-287
			368
			293
			473
			1,430
			391
			1,947
			259
			237
			3,549
			303
			1,106
			90
			1,243
			2,735
			-763
			1,055
			1,332
			1,006
			-18
			2,517
			-80
			171
			482
			3,810
			183
			337
			990
			210
			293
			344
			804
			1,702
			276
			315
			752
			114
			399
			519
			2,099
			636
			-3
			3,227
			-566
			1,610
			1,890
			1,071
			-74
			-204
			3,071
			-60
			-100
			-637
			-37

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	165,487
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	2,601
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	2,601
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	2,601
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	1,687
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	1,687
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.......		9	914
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax0	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Yes

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

The books are in care of right arrow

TIAA FSB Telephone no. right arrow

(314) 244-5812

Located at right arrow

211 N BROADWAY SUITE 1000ST LOUISMO ZIP+4 right arrow

63102

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
JOHN J SAMPSON	PRESIDENT 2	0
7305 MESA DR AUSTIN,TX78731	PRESIDENT 2	0
JOYCE C SAMPSON	VP, SECRETARY, TREASURER 1	0
7305 MESA DR AUSTIN,TX78731	VP, SECRETARY, TREASURER 1	0
MARGARET J SAMPSON	DIRECTOR 1	0
4105 RAVINE RIDGE AUSTIN,TX78746	DIRECTOR 1	0
ELEANOR H SAMPSON	DIRECTOR 1	0
6508 N 19TH DR PHOENIX,AZ85301	DIRECTOR 1	0

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...................				0

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 arrow

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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,736,322

Average of monthly cash balances.......................

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

1,736,322

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

1,736,322

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

26,045

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

1,710,277

Minimum investment return. Enter 5% (0.05) of line 5................

85,514

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.)

Minimum investment return from Part IX, line 6..................

85,514

Tax on investment income for 2024 from Part V, line 5 .......

2,601

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

2,601

Distributable amount before adjustments. Subtract line 2c from line 1............

82,913

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

82,913

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

82,913

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

82,000

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

82,000

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					82,913
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......	11,360
b From 2020......	17,225
c From 2021......	0
d From 2022......	3,425
e From 2023......	4,300
f Total of lines 3a through e ........		36,310
4Qualifying distributions for 2024 from Part
XI, line 4: $ 82,000
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.....					82,000
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2024.		913			913
(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		35,397
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) ...		10,447
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		24,950
10 Analysis of line 9:
a Excess from 2020....	17,225
b Excess from 2021....	0
c Excess from 2022....	3,425
d Excess from 2023....	4,300
e Excess from 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 4942(j)(3) or4942(j)(5)

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	(e) Total

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).)

JOHN J SAMPSON AND JOYCE C SAMPSON

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
PEOPLE'S COMMUNITY CLINIC 1101 CAMINO LA COSTA AUSTIN,TX78752	NONE	N/A	GENERAL FUNDING	8,000
UNIVERSITY OF MINNESOTA FOUNDATION 200 OAK ST SE SUITE 500 MINNEAPOLIS,MN55455	NONE	N/A	GENERAL FUNDING	3,000
PARENTS & FRIENDS OF LASA (PFLASA) LIBERAL ARTS & SCIENCE ACADEMY 1012 ARTHUR STILES RD AUSTIN,TX78721	NONE	501C3	DONATION	2,000
UNITED WAY FOR GREATER AUSTIN 2000 E MARTIN LUTHER KING JR BLVD AUSTIN,TX78702	NONE	N/A	GENERAL FUNDING	6,000
UNIVERSITY OF TEXAS FOUNDATION KARL HENIZE MEMORIAL SCHOLARSHIP FUND 805 W UNIVERSITY AVE GEORGETOWN,TX78626			SCIENCE DEPARTMENT GENERAL	3,000
BAYLOR COLLEGE OF MEDICINE PO BOX 4976 HOUSTON,TX77210	NONE	N/A	GENERAL FUNDING	4,000
VOLUNTEER LEGAL SVCS OF CENTRAL TEXAS 1033 LA POSADA DR SUITE 374 AUSTIN,TX78752	NONE	N/A	GENERAL FUNDING	3,000
CENTRAL TEXAS FOOD BANK 6500 METROPOLIS DR AUSTIN,TX78744	NONE	N/A	GENERAL FUNDING	5,000
AUSTIN THE SAFE ALLIANCE PO BOX 19454 Austin,TX78760	NONE	N/A	GENERAL FUNDING	8,000
CASA OF TRAVIS COUNTY 7600 CHEVY CHASE DR SUITE 200 AUSTIN,TX78752	NONE	N/A	GENERAL FUNDING	8,000
EVERY TEXAN FOUNDATION 7020 EASY WIND DR AUSTIN,TX78752	NONE	N/A	UNRESTRICTED GIFT	8,000
KUT PUBLIC RADIO 2504B WHITIS AUSTIN,TX78705	NONE	N/A	GENERAL FUNDING	6,000
KMFA FM 895 3001 N LAMAR 100 AUSTIN,TX78705	NONE	N/A	GENERAL FUNDING	2,000
TEXAS CHRISTIAN UNIVERSITY TCU BOX 297044 FORT WORTH,TX76129	NONE	N/A	GENERAL FUNDING FOR THE	2,000
TEXAS CASA INC 1501 W ANDERSON LN SUITE B2 AUSTIN,TX78757	NONE	N/A	GENERAL FUNDING	8,000
KLRU-TV AUSTIN PBS 2504 WHITIS AVE B AUSTIN,TX78712	NONE	N/A	GENERAL FUNDING	6,000
Total ................................. 3a				82,000

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	33,835
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	165,487
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) ..				199,698

13Total. Add line 12, columns (b), (d), and (e)..................

199,698

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED	10,359	10,359		0
OTHER EXPENSE (NON-DEDUCTIBLE	6	6		0

Category	Amount	Net Investment Income
FOREIGN TAXES	29	29
ESTIMATED EXCISE TAX	1,687	0
FOREIGN TAXES ON QUALIFIED FOR	931	931
FOREIGN TAXES ON NONQUALIFIED	271	271

Description	Amount
WASH SALES	3,809
CASH FOR DIST IN NEXT YEAR	1,000