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
JULIA PIERSON TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)133 N MAIN STREET PO BOX 29
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CARROLLTON, IL62016
A Employer identification number

37-6321165
B Telephone number (see instructions)

(217) 942-5244
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,959,267J 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 22,310 22,310  
4 Dividends and interest from securities... 61,534 61,534  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 234,570
b Gross sales price for all assets on line 6a 1,681,496
7 Capital gain net income (from Part IV, line 2)... 234,570
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).......      
12 Total. Add lines 1 through 11........ 318,414 318,414  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 450     450
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,500     1,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
22,132 22,132    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,268 1,253    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,360     1,360
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 26,710 23,385   3,310
25 Contributions, gifts, grants paid....... 128,425 128,425
26 Total expenses and disbursements. Add lines 24 and 25 155,135 23,385   131,735
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 163,279
b Net investment income (if negative, enter -0-) 295,029
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............. 343 3,090 3,090
2 Savings and temporary cash investments......... 127,997 92,044 92,044
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,360,902 Click to see attachment
List of Attached Documents:
// Content
2,557,387 		2,864,133
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) 2,489,242 2,652,521 2,959,267
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 2,489,242 2,652,521
29 Total net assets or fund balances (see instructions)..... 2,489,242 2,652,521
30 Total liabilities and net assets/fund balances (see instructions). 2,489,242 2,652,521
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
2,489,242
2
Enter amount from Part I, line 27a .....................
2
163,279
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,652,521
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,652,521
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 AES CORP P 2021-06-22 2024-05-29
b AMGEN INC P 2021-06-22 2024-08-21
c FULLER & THALER BEHAVIORAL SMALL CAP P 2021-06-23 2024-10-02
d D R HORTON INC P 2024-05-29 2024-08-21
e FIDELITY INTERNATIONAL INDEX P 2021-06-23 2024-10-02
INTEL CORP P 1998-05-14 2024-05-29
MFS RESEARCH INTERNATIONAL R6 P 2021-06-23 2024-10-02
NEXTERA ENERGY INC P 2024-05-29 2024-10-02
PROCTER & GAMBLE CO P 2000-03-09 2024-08-21
STRYKER CORP P 2021-06-22 2024-10-02
UNION PACIFIC CORP P 2021-06-22 2024-05-29
WEBBANK CD 5.40% DUE 03/18/2024 P 2023-09-15 2024-03-18
AT&T INC P 1994-05-20 2024-05-29
APPLE INC P 2013-08-08 2024-05-29
FULLER & THALER BEHAVIORAL SMALL CAP P 2021-06-23 2024-10-30
THE WALT DISNEY CO P 2024-05-29 2024-10-02
FIDELITY MID CAP INDEX P 2021-06-23 2024-05-29
ISHARES TR CORE US AGGBD ETF P 2022-06-07 2024-05-29
MASTERCARD INC P 2021-06-22 2024-05-29
NEXTERA ENERGY INC P 2024-08-21 2024-10-02
PROLOGIS INC P 2021-06-22 2024-08-21
STRYKER CORP P 2024-08-21 2024-10-30
UNITEDHEALTH GROUP INC P 2021-06-22 2024-08-21
XYLEM INC P 2022-08-09 2024-05-29
ABBOTT LABORATORIES P 1996-05-08 2024-10-02
APPLE INC P 2013-08-08 2024-10-30
CATERPILLAR INC P 2021-06-22 2024-05-29
THE WALT DISNEY CO P 2024-05-29 2024-10-30
FIDELITY MID CAP INDEX P 2021-06-23 2024-10-02
ISHARES TR CORE US AGGBD ETF P 2023-06-21 2024-05-29
MASTERCARD INC P 2021-06-22 2024-10-02
NIKE INC P 2003-07-31 2024-05-29
PUBLIC STORAGE P 2022-08-09 2024-08-21
STRYKER CORP P 2021-06-22 2024-10-30
UNITEDHEALTH GROUP INC P 2021-06-22 2024-10-30
ACCENTURE PLC CLASS A P 2021-06-22 2024-08-21
ABBVIE INC P 1996-05-08 2024-05-29
BAKER HUGHES COMPANY CL A P 2024-08-21 2024-10-02
CATERPILLAR INC P 2021-06-22 2024-10-02
EQT CORP P 2024-05-29 2024-08-21
FIDELITY MID CAP INDEX P 2021-06-23 2024-10-30
ISHARES TR CORE US AGGBD ETF P 2022-06-07 2024-08-21
MASTERCARD INC P 2021-06-22 2024-10-30
NVIDIA CORP P 2021-06-22 2024-08-21
PUBLIC STORAGE P 2022-08-09 2024-10-02
SYNOPSYS INC P 2021-06-22 2024-05-29
VANGUARD HIGH DIVIDEND YIELD INDEX A P 2023-06-22 2024-05-29
ACCENTURE PLC CLASS A P 2021-06-22 2024-10-02
ABBVIE INC P 1996-05-08 2024-08-21
BAKER HUGHES COMPANY CL A P 2024-08-21 2024-10-30
CATERPILLAR INC P 2024-08-21 2024-10-30
EDISON INTERNATIONAL P 2021-06-22 2024-05-29
FIDELITY NATIONAL INFORMATION SERVIC P 2021-06-22 2024-10-02
JPMORGAN CHASE & CO P 1998-05-14 2024-05-29
MCDONALDS CORP P 2013-08-08 2024-05-29
NVIDIA CORP P 2021-06-22 2024-10-30
QUANTA SERVICES INC P 2024-08-21 2024-10-02
TJX COS INC P 2021-06-22 2024-05-29
VANGUARD INFLATION-PROTECTED SECS AD P 2022-04-20 2024-05-29
ACCENTURE PLC CLASS A P 2021-06-22 2024-10-30
ADOBE SYSTEMS INC P 2021-06-22 2024-08-21
BANK OF AMERICA CORP P 2021-06-22 2024-05-29
CATERPILLAR INC P 2021-06-22 2024-10-30
EDISON INTERNATIONAL P 2021-06-22 2024-08-21
FIDELITY NATIONAL INFORMATION SERVIC P 2021-06-22 2024-10-30
JOHNSON & JOHNSON P 2021-06-22 2024-08-21
MCDONALDS CORP P 2013-08-08 2024-08-21
O'REILLY AUTOMOTIVE INC P 2021-06-22 2024-05-29
QUANTA SERVICES INC P 2024-08-21 2024-10-30
TJX COS INC P 2021-06-22 2024-08-21
VERALTO CORP P 2021-06-22 2024-05-29
EATON CORP PLC P 2021-06-22 2024-05-29
AKAMAI TECHNOLOGIES INC P 2021-06-22 2024-08-21
BANK OF AMERICA CORP P 2021-06-22 2024-10-30
CHEVRON CORP P 2021-06-22 2024-05-29
EDISON INTERNATIONAL P 2021-06-02 2024-10-02
GARTNER INC P 2021-06-22 2024-05-29
JPMORGAN EMERGING MARKETS EQUITY I P 2021-06-23 2024-10-02
MCDONALDS CORP P 2013-08-08 2024-10-02
O'REILLY AUTOMOTIVE INC P 2021-06-22 2024-10-02
RTX CORPORATION P 2021-06-22 2024-05-29
TJX COS INC P 2021-06-22 2024-10-02
VERIZON COMMUNICATIONS INC P 1994-05-20 2024-05-29
LINDE PLC NEW P 2021-06-22 2024-08-21
AKAMAI TECHNOLOGIES INC P 2021-06-22 2024-10-30
BERKSHIRE HATHAWAY INC CLASS B P 1998-05-14 2024-05-29
CHEVRON CORP P 2021-06-22 2024-10-02
EXXON MOBIL CORP P 1994-05-20 2024-05-29
GARTNER INC P 2021-06-22 2024-08-21
KKR & CO INC P 2024-08-21 2024-10-02
MCDONALDS CORP P 2013-08-08 2024-10-30
PALO ALTO NETWORKS INC P 2024-05-29 2024-08-21
RTX CORPORATION P 2021-06-22 2024-08-21
T MOBILE US INC P 2024-05-29 2024-08-21
VISA INC P 2021-06-22 2024-05-29
MEDTRONIC PLC P 2021-06-22 2024-05-29
ALL IN FEDERAL CREDIT UNION CD 5.70% P 2023-10-19 2024-10-31
BERKSHIRE HATHAWAY INC CLASS B P 1998-05-14 2024-10-30
CHIPOTLE MEXICAN GRILL INC P 2024-05-29 2024-10-02
EXXON MOBIL CORP P 1994-05-20 2024-10-02
GOLDMAN SACHS GROUP INC P 2021-06-22 2024-05-29
LABCORP HOLDINGS INC P 2021-06-22 2024-08-21
MERCK & CO INC P 2022-04-05 2024-05-29
PARKER HANNIFIN CORP P 2021-06-22 2024-05-29
S&P GLOBAL INC P 2024-05-29 2024-08-21
T MOBILE US INC P 2024-05-29 2024-10-02
VISA INC P 2021-06-22 2024-08-21
ALPHABET INC CLASS C P 2021-06-22 2024-05-29
BLACKROCK INC P 2021-06-22 2024-08-21
CHIPOTLE MEXICAN GRILL INC P 2024-05-29 2024-10-30
META PLATFORMS INC P 2021-06-22 2024-05-29
GOLDMAN SACHS GROUP INC P 2021-06-22 2024-08-21
LABCORP HOLDINGS INC P 2021-06-22 2024-10-30
MICROSOFT CORP P 2002-09-26 2024-05-29
PARKER HANNIFIN CORP P 2021-06-22 2024-10-02
SPDR SER TR PORT HIGH YLD ETF P 2022-06-07 2024-08-21
T MOBILE US INC P 2024-05-29 2024-10-30
WALMART INC P 2021-06-22 2024-05-29
ALPHABET INC CLASS C P 2021-06-22 2024-10-30
BLACKROCK INC NEW P 2021-06-22 2024-10-02
CISCO SYSTEMS INC P 2024-05-29 2024-08-21
META PLATFORMS INC P 2021-06-22 2024-08-21
GOLDMAN SACHS GROUP INC P 2021-06-22 2024-10-30
LAZARD GLOBAL LISTED INFRASTRUCTURE P 2023-01-25 2024-05-29
MICROSOFT CORP P 2002-09-26 2024-10-30
PAYPAL HOLDINGS INC P 2021-06-22 2024-05-29
SALESFORCE INC P 2021-06-22 2024-05-29
TARGET CORP P 2024-05-29 2024-08-21
WALMART INC P 2021-06-22 2024-08-21
AMAZON COM INC P 2021-06-22 2024-05-29
BOSTON SCIENTIFIC CORP P 2024-08-21 2024-10-02
CISCO SYSTEMS INC P 2021-06-22 2024-08-21
META PLATFORMS INC P 2021-06-22 2024-10-02
THE HOME DEPOT INC P 2021-06-22 2024-05-29
ELI LILLY AND CO P 1996-05-08 2024-05-29
MONDELEZ INTERNATIONAL INC CLASS A P 2021-06-22 2024-08-21
PEPSICO INC P 1996-05-08 2024-05-29
SALESFORCE INC P 2021-06-22 2024-08-21
THERMO FISHER SCIENTIFIC INC P 2021-06-22 2024-05-29
WALMART INC P 2021-06-22 2024-10-02
AMAZON COM INC P 2021-06-22 2024-10-02
BRISTOL MYERS SQUIBB CO P 2024-05-29 2024-08-21
CITIGROUP INC P 2021-06-22 2024-10-30
META PLATFORMS INC P 2021-06-22 2024-10-30
THE HOME DEPOT INC P 2021-06-22 2024-08-21
ELI LILLY AND CO P 1996-05-08 2024-08-21
MONDELEZ INTERNATIONAL INC CLASS A P 2021-06-22 2024-10-02
PHILIP MORRIS INTERNATIONAL INC P 2021-06-22 2024-08-21
SCHWAB CHARLES CORP P 2021-06-22 2024-05-29
TRACTOR SUPPLY CO P 2021-06-22 2024-05-29
WASTE MANAGEMENT INC DEL P 2021-06-22 2024-05-29
AMAZON COM INC P 2021-06-22 2024-10-30
CVS HEALTH CORP P 2021-06-22 2024-05-29
CONSTELLATION BRANDS INC P 2021-06-22 2024-05-29
FEDERATED HERMES INSTL HIGH YIELD BD P 2024-08-21 2024-10-02
THE HOME DEPOT INC P 2021-06-22 2024-10-02
ELI LILLY AND CO P 1996-05-08 2024-10-02
NETFLIX INC P 2024-05-29 2024-10-30
PHILIP MORRIS INTERNATIONAL INC P 2021-06-22 2024-10-30
STARBUCKS CORP P 2021-06-22 2024-05-29
TRACTOR SUPPLY CO P 2021-06-22 2024-10-02
WASTE MANAGEMENT INC DEL P 2021-06-22 2024-08-21
AMGEN INC P 2021-09-22 2024-05-29
FULLER & THALER BEHAVIORAL SMALL CAP P 2021-06-23 2024-05-29
CONSTELLATION BRANDS INC P 2021-06-22 2024-10-02
FEDEX CORP P 2024-05-29 2024-08-21
HONEYWELL INTL INC P 2021-06-22 2024-10-02
ELI LILLY AND CO P 1996-05-08 2024-10-30
NEWMONT MINING CORP P 2021-06-22 2024-05-29
PRINCIPAL REAL ESTATE SECURITIES INS P 2021-06-23 2024-05-29
STRYKER CORP P 2021-06-22 2024-05-29
US BANCORP P 2008-08-14 2024-05-29
WASTE MANAGEMENT INC DEL P 2021-06-22 2024-10-30
(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 7,030   8,738 -1,708
b 9,864   7,182 2,682
c 4,404   3,293 1,111
d 1,666   1,271 395
e 845   794 51
4,813   3,303 1,510
234   225 9
255   229 26
2,212   370 1,842
354   262 92
9,579   9,199 380
100,000   100,000  
5,218   3,525 1,693
26,221   2,258 23,963
549   406 143
281   304 -23
24,860   24,653 207
111,155   119,197 -8,042
6,642   5,668 974
340   319 21
1,109   1,096 13
358   347 11
580   399 181
5,785   4,135 1,650
112   9 103
2,075   148 1,927
5,116   3,202 1,914
189   203 -14
4,233   3,846 387
58,497   59,976 -1,479
493   378 115
6,205   1,199 5,006
973   1,023 -50
9,311   6,811 2,500
2,257   1,597 660
328   286 42
2,781   171 2,610
553   519 34
1,182   640 542
7,435   9,200 -1,765
1,880   1,685 195
201,434   205,336 -3,902
513   378 135
64,799   9,614 55,185
1,062   1,023 39
10,400   4,828 5,572
56,109   50,000 6,109
354   286 68
1,764   86 1,678
34   35 -1
765   688 77
2,632   2,020 612
414   728 -314
9,698   2,099 7,599
499   197 302
8,126   1,098 7,028
893   810 83
4,768   3,095 1,673
35,949   42,264 -6,315
349   286 63
1,125   1,147 -22
4,135   4,262 -127
8,800   4,909 3,891
505   337 168
724   1,165 -441
321   328 -7
289   98 191
6,682   3,860 2,822
622   540 82
481   263 218
1,091   1,028 63
20,441   8,739 11,702
102   115 -13
764   717 47
10,677   7,222 3,455
348   224 124
6,466   3,600 2,866
2,710   3,640 -930
602   197 405
1,154   551 603
1,572   1,306 266
115   66 49
6,086   3,668 2,418
2,301   1,451 850
309   346 -37
7,640   525 7,115
148   106 42
10,777   1,472 9,305
10,061   5,040 5,021
793   714 79
9,371   3,149 6,222
719   614 105
9,977   7,399 2,578
1,176   1,006 170
6,202   5,398 804
5,688   8,878 -3,190
100,000   100,000  
2,277   138 2,139
801   867 -66
240   31 209
1,818   1,429 389
228   229 -1
8,428   5,678 2,750
4,703   2,595 2,108
995   855 140
412   335 77
8,839   7,745 1,094
10,659   7,599 3,060
860   869 -9
501   558 -57
2,387   1,677 710
495   357 138
457   458 -1
20,603   1,136 19,467
1,260   577 683
151,482   152,695 -1,213
891   671 220
3,441   2,424 1,017
535   380 155
950   869 81
1,461   1,344 117
1,061   671 390
526   357 169
70,986   70,000 986
1,750   95 1,655
1,897   8,858 -6,961
812   727 85
10,003   9,104 899
748   457 291
2,203   2,109 94
588   551 37
8,364   8,786 -422
1,721   1,006 715
7,150   6,864 286
15,422   514 14,908
2,136   1,887 249
1,547   263 1,284
8,587   7,996 591
1,131   979 152
722   412 310
743   703 40
10,701   8,914 1,787
386   412 -26
595   335 260
739   624 115
1,894   54 1,840
143   126 17
1,196   1,002 194
8,519   8,763 -244
5,008   3,222 1,786
1,838   1,256 582
3,487   3,163 324
5,599   8,800 -3,201
733   678 55
50,770   50,095 675
818   624 194
887   27 860
753   662 91
789   601 188
6,103   8,833 -2,730
1,187   716 471
1,668   1,116 552
1,781   1,436 345
51,855   42,222 9,633
509   452 57
1,158   980 178
204   216 -12
2,499   81 2,418
5,806   8,781 -2,975
61,822   75,257 -13,435
2,060   1,572 488
6,099   4,755 1,344
431   279 152
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       -1,708
b       2,682
c       1,111
d       395
e       51
      1,510
      9
      26
      1,842
      92
      380
       
      1,693
      23,963
      143
      -23
      207
      -8,042
      974
      21
      13
      11
      181
      1,650
      103
      1,927
      1,914
      -14
      387
      -1,479
      115
      5,006
      -50
      2,500
      660
      42
      2,610
      34
      542
      -1,765
      195
      -3,902
      135
      55,185
      39
      5,572
      6,109
      68
      1,678
      -1
      77
      612
      -314
      7,599
      302
      7,028
      83
      1,673
      -6,315
      63
      -22
      -127
      3,891
      168
      -441
      -7
      191
      2,822
      82
      218
      63
      11,702
      -13
      47
      3,455
      124
      2,866
      -930
      405
      603
      266
      49
      2,418
      850
      -37
      7,115
      42
      9,305
      5,021
      79
      6,222
      105
      2,578
      170
      804
      -3,190
       
      2,139
      -66
      209
      389
      -1
      2,750
      2,108
      140
      77
      1,094
      3,060
      -9
      -57
      710
      138
      -1
      19,467
      683
      -1,213
      220
      1,017
      155
      81
      117
      390
      169
      986
      1,655
      -6,961
      85
      899
      291
      94
      37
      -422
      715
      286
      14,908
      249
      1,284
      591
      152
      310
      40
      1,787
      -26
      260
      115
      1,840
      17
      194
      -244
      1,786
      582
      324
      -3,201
      55
      675
      194
      860
      91
      188
      -2,730
      471
      552
      345
      9,633
      57
      178
      -12
      2,418
      -2,975
      -13,435
      488
      1,344
      152
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 2 234,570
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 8,008
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 4,101
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  
3 Add lines 1 and 2........................... 3 4,101
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,101
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,376
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,376
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 275
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow275 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
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 arrowSTANLEY ROBERTS Telephone no.right arrow (217) 942-5244

Located atright arrowRR 1CARROLLTONIL ZIP+4right arrow62016
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
 
 
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
PAMELA PAINTER TRUSTEE
1.00 		150 0 0
556 NW 250 AVE
WHITE HALL,IL620924016
STANLEY ROBERTS TRUSTEE
1.00 		150 0 0
RR 1
CARROLLTON,IL62016
PATRICK COPLEY TRUSTEE
1.00 		150 0 0
476 SOUTHWEST 125TH STREET
CARROLLTON,IL62016
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  
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 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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,752,244
b
Average of monthly cash balances.......................
1b
111,476
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,863,720
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
2,863,720
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
42,956
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,820,764
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
141,038
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
141,038
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,101
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,101
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
136,937
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
136,937
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
136,937
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
131,735
b
Program-related investments—total from Part VIII-B..................
1b
 
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
131,735
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 7 136,937
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 20,054
b From 2020......  
c From 2021......  
d From 2022...... 89,087
e From 2023...... 20,247
f Total of lines 3a through e ........ 129,388
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 131,735
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 131,735
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024. 5,202 5,202
(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 5 124,186
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		14,852
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		109,334
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 89,087
d Excess from 2023.... 20,247
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).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JULIA PIERSON TRUST
PO BOX 29
CARROLLTON,IL62016
(217) 942-5244
bThe form in which applications should be submitted and information and materials they should include:
APPLICANTS SUBMIT A RESUME OF ACADEMIC QUALIFICATIONS
cAny submission deadlines:
MAY 15
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
LIMITED TO INDIVIDUALS RESIDING IN AREA PRESENTLY KNOW AS CARROLLTON COMMUNITY SCHOOL DISTRICT 1
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
LEXI B STAPLES SIU-C


1490 S LAKE DRIVE
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
ROBERT HEATH RANKEN TECH


802 LOCUST STREET
CARROLLTON,IL62016 		NONE I EDUCATION 1,000
PAYTON WOLLENWEBER LCCC


626 5TH ST
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
DARCI ALBRECHT LCCC


254 NE 600 ST
CARROLLTON,IL62016 		NONE I EDUCATION 1,000
DARCI ALBRECHT SWIC


254 NE 600 ST
CARROLLTON,IL62016 		NONE I EDUCATION 1,075
ELLA STUMPF ILLINOIS STATE UNIV


326 N MAIN ST
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
CARLEY PYATT KEISER UNIV


732 S MAIN ST
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
KARSON KRAUSHAAR LCCC


115 5TH ST
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
PIPER STEINACHER ROSE HULMAN INST


96 W STATE RTE 108
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
EMMA NOLAN LCCC


158 SE 300 AVE
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
HANNAH RHOADES CORNELL COLLEGE


850 8TH STREET
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
MADDY FLOWERS LCCC


1486 S LAKE DR
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
ANNABEL HOWARD LCCC


621 SYCAMORE ST
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
BRAYLON RHOADES IL COLLEGE


850 8TH ST
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
AURORA BAKER IL COLLEGE


602 FIRST ST
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
JENNA GRAY SWIC


721 S MAIN STREET
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
CHARLENE HELTON U OF INDIANAPOLIS


570 SE 50 ST
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
GRACE RAWE LCCC


328 E STATE ROUTE 108
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
KAIDEN BRECKON WESTERN IL UNIVERS


430 SW 125 ST
CARROLLTON,IL62016 		NONE I EDUCATION 1,000
ALEXIS CARROLL IL STATE UNIV


273 S US HWY 67
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
WES BLAND SIU-C


45 N HILLVIEW ELDRED RD
ELDRED,IL62027 		NONE I EDUCATION 2,075
MARGARET BLAND LLCC


45 N HILLVEIW ELDRED RD
ELDRED,IL62027 		NONE I EDUCATION 2,075
CALLIE FLOWERS LLCC


15 SE 375 AVE
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
GABRIELLE CARROLL LLCC


273 S US HWY 67
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
JOHN BRAYDON CARROLL MISSOURI WEL


273 S US HWY 67
CARROLLTON,IL62016 		NONE I EDUCATION 1,000
JAELYN CAMDEN SIUE


130 SE 375 AVE
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
MAYA RETHERFORD LCCC


387 S US HWY 67
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
COLTEN SCHARFENBERG RANKIN TECH C


170 SE 375 AVE
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
KATE MERRIMAN BLACKBURN COLLEGE


402 PINE STREET
ELDRED,IL62027 		NONE I EDUCATION 2,075
ELLA BAIRD U OF ILL SPFLD


120 LOCUST ST
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
LAYNA MULLINK U OF I CHAMPAIGN


1408 WHITE OAK DR
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
MITCHELL FRIEDRICKSON BOYCE COLLE


564 SW 425 ST
ELDRED,IL62027 		NONE I EDUCATION 1,000
GRACI ALBRECHT LCCC


254 NE 600 STREET
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
BRANDON SCHMIDT MARYVILLE UNIV


149 NW 350 AVE
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
HALLE WEBB LCCC


700 WOODY RD
ELDRED,IL62027 		NONE I EDUCATION 2,075
BAYLEE QUILLER SIUE


150 CHURCH STREET
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
BECLYN PINKERTON U OF I CHAMPAIGN


457 JAMESON RD
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
EMILY ALBRECHT U OF SPA COSMETO


123 NE 450 ST
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
BARBARA BUTLER SIUE


614 SYCAMORE ST
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
DAGEN BARNETT SIUE


574 GOLDEN EAGLE CT
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
SAVANNAH WATTS LLCC


220 PINE ST
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
LIBBY MEUTH WESTERN IL UNIV


95 PINE ST
CARROLLTON,IL62016 		NONE I EDUCATION 1,000
MORGAN BLASA LCCC


121 SW 625 AVE
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
ALLISON BOWKER REND LAKE COLL


212 SE 200 AVE
CARROLLTON,IL62016 		NONE I EDUCATION 1,000
KYLE LEONARD IL COLLEGE


249 SE 200 AVE
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
BRADY COX MONTREAT COLLEGE


396 NE 600 STREET
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
BRYSON BAUMGARTNER LCCC


611 NW 500 ST
ELDRED,IL62027 		NONE I EDUCATION 2,075
NATHAN WALKER SIUE


126 N MAIN ST
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
BILLY SPRINGMAN LCCC


463 SW 125 ST
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
LAUREN WALKER WESTERN IL UNIV


126 N MAIN ST
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
MICHAELA HINDERHAN U OF IL SPFLD


268 MID CITY RD
KANE,IL62064 		NONE I EDUCATION 2,075
CALEB GOURLEY LCCC


138 SW 125 STREET
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
JACE ALEXANDER SIUE


380 NW 175 AVE
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
AVA UHLES IL COLLEGE


351 PINE STREET
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
NATHAN VALENTIN PENSACOLA CHRISTI


272 WOODY RD
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
KONNOR CAMPBELL CULVER STOCKTON C


336 SW 200 ST
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
HANNAH HENSON GREENVILLE UNIV


520 4TH ST APT 9
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
REBECCA HENSON GREENVILLE UNIV


520 4TH ST APT 11
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
CALLIE MCADAMS U OF I CHAMPAIGN


299 NE 325 AVE
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
RYANN KALLAL U OF KENTUCKY


444 DOGWOOD DR
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
ALLIE ANGLE LLCC


1177 TERESA LANE
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
WYLE BARROW LCCC


670 CEMETERY RD
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
CALEB HOWARD LCCC


222 SE 200 AVE
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
CARLIE BECK LLCC


531 NW 500 ST
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
JANELL RUHOLL UNIV OF W FLORIDA


115 4TH ST
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
EMMA KALLAL U OF MISSISSIPPI


444 DOGWOOD DR
CARROLLTON,IL62016 		NONE I EDUCATION 2,075
Total .................................right arrow 3a 128,425
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 22,310  
4 Dividends and interest from securities ....     14 61,534  
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 ............ 		    18 234,570  
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) ..   318,414  
13Total. Add line 12, columns (b), (d), and (e)..................
13
318,414
(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:
JULIA PIERSON TRUST
EIN:
37-6321165
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 1,500     1,500

TY 2024 InvestmentsOtherSchedule2
Name:
JULIA PIERSON TRUST
EIN:
37-6321165
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
VANGUARD INFLATION PROT SECURITIES AT COST    
FIRST TRUST ALTERNATIVE OPPORTUNITY AT COST 294,500 293,408
AES CORP AT COST    
AT & T INC AT COST    
ABBOTT LABS AT COST 1,616 9,841
ABBIVIE INC AT COST 1,067 9,240
ADOBE SYSTEMS INC AT COST 10,894 8,894
ADVANCED MICRO DEVICES INC AT COST 12,051 8,938
AKAMAI TECHNOLOGIES INC AT COST 10,455 9,087
ALPHABET INC AT COST 26,439 38,278
AMAZON COM INC AT COST 34,017 42,342
AMGEN INC AT COST    
APPLE INC AT COST 13,240 73,623
APPLIED MATERIALS INC AT COST 10,757 8,457
BAKER HUGHES COMPANY AT COST 8,993 10,665
BANK OF AMERICA CORP AT COST 9,175 10,152
BERKSHIRE HATHWAY INC AT COST 2,859 19,491
BIOGEN INC AT COST 9,630 8,105
BLACKROCK INC AT COST 8,474 10,251
BOING CO AT COST 10,989 11,328
BOSTON SCIENTIFIC AT COST 9,131 10,361
BROADCOM INC AT COST 15,544 25,271
CVS HEALTH CORP AT COST    
CATERPILLAR INC AT COST    
COTERRA ENERGY INC AT COST 11,051 10,522
CHEVRON CORP AT COST 7,410 9,559
CHIPOTOLE MIXICAN GRILL INC AT COST 9,746 9,769
CISCO SYSTEMS INC AT COST    
CITIGROUP INC AT COST 10,216 10,699
CONSTELLATION BRANDS INC AT COST 9,610 9,282
D R HORTON INC AT COST 11,031 10,207
DANAHER CORP AT COST 9,564 9,182
THE WALT DISNEY CO AT COST 10,133 11,358
EDISON INTL AT COST 9,312 11,816
EXXON MOBILE CORP AT COST 1,907 9,036
META PLATFROMS INC AT COST 14,088 24,591
FEDEX CORP AT COST 8,891 10,128
FIDELITY NATIONAL INFORMATION SERVIC AT COST 11,507 8,804
GARTNER INC AT COST    
GOLDMAN SACHS GROUP INC AT COST 6,923 10,880
THE HOME DEPOT INC AT COST 7,885 9,725
HONEYWELL INTL INC AT COST 10,229 10,843
INTEL CORP AT COST    
JP MORGAN CHASE & CO AT COST 7,236 21,094
JOHNSON & JOHNSON AT COST 9,822 8,822
KKR & CO INC AT COST 10,755 13,016
LABCORP HOLDINGS INC AT COST 9,444 9,861
LABORATORY CORP AMER HLDGS AT COST    
ELI LILLY & CO AT COST 379 10,808
MASTERCARD INC AT COST 7,271 10,005
MCDONALDS CORP AT COST    
MERCK & CO INC AT COST 8,707 9,451
MICROSOFT CORP AT COST 10,276 69,548
MICRON TECHNOLOGY INC AT COST 11,864 9,426
MONDELEZ INTERNATIONAL INC AT COST 9,101 8,482
NETFLIX INC AT COST 8,605 11,587
NEWMONT MINING CORP AT COST    
NEXTERA ENERGY INC AT COST 11,964 11,112
NIKE INC CL B AT COST    
NVIDIA CORP AT COST 12,339 65,265
O REILLY AUTOMOTIVE INC AT COST 4,411 9,486
PALO ALTO NETWORKS AT COST 10,400 12,009
PARKER HANNIFIN CORP AT COST 6,107 12,721
PAYPAL HOLDINGS INC AT COST    
PEPSICO INC AT COST 2,871 8,971
PHILIP MORRIS INTERNATIONAL INC AT COST 7,513 9,026
PROCTOR & GAMBLE CO AT COST 2,507 9,891
PRO LOGIS INC AT COST 10,080 8,985
PUBLIC STORAGE AT COST 9,313 8,983
QUANTA SERVICES INC AT COST 8,368 9,798
RTX CORPORATION AT COST    
S & P GLOBAL INC AT COST 8,615 9,961
SALESFORCE COM INC AT COST    
SCHWAB CHARLES CORP NEW AT COST    
STARBUCKS CORP AT COST    
STRYKER CORP AT COST    
SYNOPSYS INC AT COST 8,264 11,163
TJX COS INC NEW AT COST 5,761 10,390
T MOBILE US INC AT COST 7,209 9,491
THERMO FISHER SCIENTIFIC INC AT COST 8,941 9,364
TRACTOR SUPPLY INC AT COST 7,435 9,816
US BANCORP DEL AT COST    
UNION PACIFIC CORP AT COST 9,255 9,578
UNITEDHEALTH GROUP INC AT COST 6,786 8,600
VERALTO CORP AT COST    
VERIZON COMMUNICATIONS AT COST    
VISA INC AT COST    
VULCAN MATERIALS CO AT COST 11,996 12,090
WALMART INC AT COST 5,489 10,842
WASTE MANAGEMENT INC AT COST 6,347 9,081
XYLEM INC AT COST    
ACCENTURE PLC AT COST 7,730 9,498
EATON CORP PLC AT COST    
EVEREST GROUP LTD AT COST 9,971 9,424
LINDE PLC AT COST 7,685 10,885
MEDTRONICS PLC AT COST    
JPMORGAN EMERGING MARKETS EQUITY I AT COST 142,533 100,304
BAIRD AGGREGATE BOND FUND AT COST 61,433 58,974
SPDR SER TR PORT HIGH YLD ETF AT COST    
LAZARD GLOBAL LISTED INFRASTRUCTURE AT COST    
FEDERATED HERMES HIGH YIEL BD AT COST 10,546 10,497
FIDELITY ADVISOR INTL SMALL CAP Z AT COST 113,650 101,524
FIDELITY INTERNATIONAL INDEX AT COST 121,825 115,964
MFS REASEARCH INTERNATIONAL R6 AT COST 158,017 148,746
ALL IN FEDERAL CREDIT UNION CD 5.7% AT COST    
WEBBANK CD 5.4% AT COST    
PRINCIPAL FDS INC REAL EST SECURITIE AT COST    
ISHARES TR CORE US AGGBD ETF AT COST    
VANGUARD HIGH DIVIDEND YIELD INDEX AT COST    
CONNEXUS CREDIT UNION CD 4.45% AT COST 195,000 195,310
MINNWEST BANK CD 4.45% AT COST 30,000 30,026
PRIMEWAY FEDERAL CREDIT UNION CD 5.2 AT COST 100,000 100,301
STATE BANK OF INDIA CD 4.7% AT COST 45,000 45,029
TRUSTONE FIN CREDIT UNION CD 4.45% AT COST 215,000 215,304
USF FEDERAL CREDIT UNION CD 4.2% 29 AT COST 35,000 35,312
USF FEDERAL CREDIT UNION CD 4.2% 27 AT COST 35,000 35,191
USF FEDERAL CREDIT UNION CD 4.25% 28 AT COST 35,000 35,317
UNITED FIDELITY BANK CD 4.15% AT COST 75,000 75,038
FIDELITY MID CAP INDEX AT COST 160,285 174,336
FULLER & THALER BEHAVORIAL SAMLL CAP AT COST 93,947 114,297

TY 2024 OtherExpensesSchedule
Name:
JULIA PIERSON TRUST
EIN:
37-6321165
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
SUPPLIES 137     137
ADVERTISING 316     316
BANK CHARGES 30     30
PO BOX FEE 120     120
CONTRACT LABOR 595     595
POSTAGE 162     162


TY 2024 OtherProfessionalFeesSchedule
Name:
JULIA PIERSON TRUST
EIN:
37-6321165
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 22,132 22,132    


TY 2024 TaxesSchedule
Name:
JULIA PIERSON TRUST
EIN:
37-6321165
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990 PF TAXES        
990 ESTIMATES PAID        
AG 990 FEE 15      
FOREIGN TAXES 1,253 1,253    
ADR FEES