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
STELLA H JONES FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)790 N WATER ST 2500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI53202
A Employer identification number

39-6630656
B Telephone number (see instructions)

(414) 271-6560
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$3,376,549J 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 1,174 1,174  
4 Dividends and interest from securities... 80,292 80,292  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 76,766
b Gross sales price for all assets on line 6a 711,671
7 Capital gain net income (from Part IV, line 2)... 76,766
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)....... Click to see attachment
List of Attached Documents:
// Content
2,618 2,618  
12 Total. Add lines 1 through 11........ 160,850 160,850  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,000 30,000   30,000
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
4,700 2,350   2,350
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
25,580 25,580   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
314 314   0
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
139 139   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 90,733 58,383   32,350
25 Contributions, gifts, grants paid....... 148,000 148,000
26 Total expenses and disbursements. Add lines 24 and 25 238,733 58,383   180,350
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -77,883
b Net investment income (if negative, enter -0-) 102,467
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............. 18,278 35,494 35,494
2 Savings and temporary cash investments......... 97,460 85,265 85,265
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) 14,245 0 0
b Investments—corporate stock (attach schedule)....... 2,163,017 Click to see attachment
List of Attached Documents:
// Content
2,072,801 		2,827,760
c Investments—corporate bonds (attach schedule)....... 396,743 Click to see attachment
List of Attached Documents:
// Content
418,257 		427,987
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
43 		Click to see attachment
List of Attached Documents:
// Content
43
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,689,743 2,611,860 3,376,549
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,689,743 2,611,860
29 Total net assets or fund balances (see instructions)..... 2,689,743 2,611,860
30 Total liabilities and net assets/fund balances (see instructions). 2,689,743 2,611,860
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
2,689,743
2
Enter amount from Part I, line 27a .....................
2
-77,883
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,611,860
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,611,860
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 **ARTISAN FUNDS INCINTERNATIONAL FUND P   2024-12-10
b PROLOGIS INC P   2024-03-29
c PROLOGIS INC P   2024-03-29
d PROLOGIS INC P   2024-03-29
e PROLOGIS INC P   2024-06-28
PROLOGIS INC P   2024-06-28
PROLOGIS INC P   2024-06-28
PROLOGIS INC P   2024-09-30
PROLOGIS INC P   2024-09-30
PROLOGIS INC P   2024-09-30
**ARTISAN FUNDS INCINTERNATIONAL FUND P   2024-12-10
**NEUB BER LRG CAP GRT FUN-INS P   2024-12-17
**NEUBERGER BERMAN EQUITY FDSSMALL CAP GROWTH FD INSTL CL P   2024-12-17
**NEUBERGER BERMAN GENESIS FDINSTITUTIONAL CLASS P   2024-12-17
**NEUBERGER BERMAN INTRINSICVALUE CL INSTITUTIONAL P   2024-12-17
PROLOGIS INC P   2024-12-31
PROLOGIS INC P   2024-12-31
PROLOGIS INC P   2024-12-31
VICI PROPERTIES INC P 2020-08-19 2024-01-04
WILLIAMS COMPANIES INC P 2019-02-01 2024-03-25
VICI PROPERTIES INC P 2020-08-19 2024-04-04
WILLIAMS COMPANIES INC P 2019-02-01 2024-06-24
VICI PROPERTIES INC P 2020-08-19 2024-07-03
WILLIAMS COMPANIES INC P 2019-02-01 2024-09-30
VICI PROPERTIES INC P 2020-08-19 2024-10-03
EQUITY LIFESTYLE PROPERTIESINC P 2024-07-24 2024-10-11
SOUTHWEST GAS CORP P 2024-10-30 2024-12-02
WILLIAMS COMPANIES INC P 2019-02-01 2024-12-30
SOUTHERN COPPER CORPORATION P   2024-05-24
SOUTHERN COPPER CORPORATION P   2024-08-27
SOUTHERN COPPER CORPORATION P   2024-11-25
HUMANA INC-W/RTS P 2023-06-22 2024-04-02
HUMANA INC-W/RTS P 2023-12-18 2024-04-02
ZOETIS INCCL A P 2023-05-23 2024-04-18
**NEUB BER LRG CAP GRT FUN-INS P 2023-12-15 2024-04-24
**NEUB BER LRG CAP GRT FUN-INS P 2023-12-15 2024-04-24
**NEUB BER LRG CAP GRT FUN-INS P 2023-12-15 2024-04-24
ADOBE SYSTEMS INC P 2023-08-24 2024-04-30
ADOBE SYSTEMS INC P 2023-08-21 2024-04-30
GILEAD SCIENCES INC P 2023-11-10 2024-06-17
CVS HEALTH CORP P 2023-12-18 2024-06-24
UNITED PARCEL SVC INC CL B P 2024-03-13 2024-07-24
**NEUB BER LRG CAP GRT FUN-INS P 2023-12-15 2024-07-30
NIKE INC-CL B P 2024-04-02 2024-09-23
NEXTERA ENERGY INC P 2020-12-22 2024-01-26
ELI LILLY & CO P 2021-10-14 2024-02-01
***CHUBB LTDCOM P 2020-05-22 2024-02-07
CDW CORPORATIONCOM P 2018-02-07 2024-02-07
NUTRIEN LTD P 2017-07-10 2024-02-08
KELLANOVA P 2020-11-06 2024-03-13
HUMANA INC-W/RTS P 2023-02-27 2024-04-02
HUMANA INC-W/RTS P 2023-03-30 2024-04-02
GOLDMAN SACHS GROUP INC P 2023-02-01 2024-04-11
ZOETIS INCCL A P 2023-04-10 2024-04-18
**ARTISAN FUNDS INCINTERNATIONAL FUND P 2015-08-18 2024-04-24
**NEUBERGER BERMAN EQUITY FDSLARGE CAP VALUE FUND INSTL CL P 2021-03-24 2024-04-24
**NEUBERGER BERMAN EQUITY FDSSMALL CAP GROWTH FD INSTL CL P 2020-12-14 2024-04-24
**NEUBERGER BERMAN EQUITY FDSSMALL CAP GROWTH FD INSTL CL P 2020-11-20 2024-04-24
**NEUBERGER BERMAN GENESIS FDINSTITUTIONAL CLASS P 2020-11-20 2024-04-24
**NEUBERGER BERMAN INTRINSICVALUE CL INSTITUTIONAL P 2020-11-20 2024-04-24
AGCO CORP P 2021-09-22 2024-07-05
***MEDTRONIC PLCCOM P 2020-03-26 2024-07-22
CENTERPOINT ENERGY INC P 2020-05-29 2024-07-25
LOWES CO INC P 2021-01-04 2024-07-29
**NEUB BER LRG CAP GRT FUN-INS P 2020-06-26 2024-07-30
EDWARDS LIFESCIENCES CORP P 2016-10-27 2024-09-03
TELEPHONE AND DATA SYSTEMS INC6.6250%FIXEDCALLABLE 3/31/2026879433787 QD P 2021-02-26 2024-09-10
CISCO SYSTEMS INC P 2023-09-26 2024-10-23
QUALCOMM INC P 2020-06-05 2024-10-25
**NEUB BER LRG CAP GRT FUN-INS P 2020-06-26 2024-11-13
KEURIG DR PEPPER INC P 2023-08-17 2024-11-18
HOME DEPOT INC P 2022-02-24 2024-11-22
NEXTERA ENERGY INC P 2022-01-26 2024-11-22
PROGRESSIVE CORP-OHIO- P 2022-03-07 2024-11-22
PEPSICO INC P 2021-05-19 2024-11-25
QUALCOMM INC P 2020-06-05 2024-11-26
UNITEDHEALTH GROUP INC P 2020-02-26 2024-12-04
UNITEDHEALTH GROUP INC P 2023-02-07 2024-12-04
UNITEDHEALTH GROUP INC P 2023-03-30 2024-12-04
ALPHABET INC CLASS CCAPITAL STOCK P 2016-02-26 2024-12-12
ALPHABET INC CLASS CCAPITAL STOCK P 2021-10-18 2024-12-12
**NEUBERGER BERMAN INCOME FDSNEW SRT DURATION BD FD INT CL P 2023-05-31 2024-04-24
**NEUBERGER BERMAN INCOME FDSNEW SRT DURATION BD FD INT CL P 2023-06-30 2024-04-24
**NEUBERGER BERMAN INCOME FDSNEW SRT DURATION BD FD INT CL P 2023-07-31 2024-04-24
**NEUBERGER BERMAN INCOME FDSNEW SRT DURATION BD FD INT CL P 2023-08-31 2024-04-24
**NEUBERGER BERMAN INCOME FDSNEW SRT DURATION BD FD INT CL P 2023-09-29 2024-04-24
**NEUBERGER BERMAN INCOME FDSNEW SRT DURATION BD FD INT CL P 2023-10-31 2024-04-24
**NEUBERGER BERMAN INCOME FDSNEW SRT DURATION BD FD INT CL P 2023-11-30 2024-04-24
**NEUBERGER BERMAN INCOME FDSNEW SRT DURATION BD FD INT CL P 2023-04-28 2024-04-24
**NEUBERGER BERMAN INCOME FDSNEW SRT DURATION BD FD INT CL P 2024-03-28 2024-04-24
**NEUBERGER BERMAN INCOME FDSNEW SRT DURATION BD FD INT CL P 2024-01-31 2024-04-24
**NEUBERGER BERMAN INCOME FDSNEW SRT DURATION BD FD INT CL P 2024-02-29 2024-04-24
**NEUBERGER BERMAN INCOME FDSNEW SRT DURATION BD FD INT CL P 2023-12-29 2024-04-24
SOUTHERN CO5.50000% 3/15/2029 842587DS3CALLABLE @ 100.00 01/15/29MS_15 P 2023-09-05 2024-08-23
VULCAN MATERIALS CO5.80000% 3/1/2026 929160BA6CALLED @ 100.00 03/01/24MS_ P 2023-02-27 2024-03-01
ARROW ELECTRONICS INC6.12500% 3/1/2026 04273WAD3CALLED @ 100.00 04/11/24M P 2023-02-27 2024-04-11
**NEUBERGER BERMAN INCOME FDSNEW SRT DURATION BD FD INT CL P 2022-10-31 2024-04-24
**NEUBERGER BERMAN INCOME FDSNEW SRT DURATION BD FD INT CL P 2023-02-28 2024-04-24
**NEUBERGER BERMAN INCOME FDSNEW SRT DURATION BD FD INT CL P 2022-12-30 2024-04-24
**NEUBERGER BERMAN INCOME FDSNEW SRT DURATION BD FD INT CL P 2023-01-31 2024-04-24
**NEUBERGER BERMAN INCOME FDSNEW SRT DURATION BD FD INT CL P 2022-10-26 2024-04-24
**NEUBERGER BERMAN INCOME FDSNEW SRT DURATION BD FD INT CL P 2022-11-30 2024-04-24
**NEUBERGER BERMAN INCOME FDSNEW SRT DURATION BD FD INT CL P 2023-03-31 2024-04-24
FNB CORP5.15000% 8/25/2025 302520AC5CALLABLE @ 100.00 07/25/25FA_25 P 2022-08-18 2024-06-27
NORDSTROM INC4.00000% 3/15/2027 655664AS9CALLABLE @ 100.00 12/15/26MS_15 P 2021-03-03 2024-06-27
PACCAR FINANCIAL CORP4.95000% 10/3/2025 69371RS23AO_03 P 2022-09-27 2024-08-30
TORONTO-DOMINION BANK3.76600% 6/6/2025 89115A2A9JD_06 P 2022-06-01 2024-09-06
WALGREENS BOOTS ALLIANCESR UNSECURED3.80000% 11/18/2024 931427AH1MN_18 P 2023-06-23 2024-09-19
CHEESECAKE FACTORY (THE)0.37500% 6/15/2026 163072AA9JD_15 P 2022-09-27 2024-10-24
CHEESECAKE FACTORY (THE)0.37500% 6/15/2026 163072AA9JD_15 P 2021-12-17 2024-10-24
GENUINE PARTS CO1.75000% 2/1/2025 372460AB1FA_01 P 2022-06-02 2024-11-18
UNITED STATES TREASURY BILLS0.00000% 10/3/2024 912797GW1 P 2023-10-10 2024-10-03
(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 672     672
b 3     3
c       0
d 6     6
e       0
3     3
7     7
      0
7     7
3     3
13,702     13,702
13,554     13,554
470     470
2,221     2,221
1,151     1,151
7     7
      0
3     3
18   18 0
46   46 0
18   18 0
46   46 0
18   18 0
46   46 0
18   18 0
5   5 0
124   124 0
46   46 0
5     5
60     60
63     63
4,535   6,828 -2,293
1,209   1,841 -632
4,569   5,173 -604
7,912   7,335 577
228   212 16
1,205   1,117 88
4,668   5,181 -513
4,668   5,144 -476
9,660   11,337 -1,677
10,804   13,099 -2,295
9,419   11,787 -2,368
3,399   3,009 390
12,876   13,649 -773
19,889   24,870 -4,981
5,215   1,891 3,324
18,483   8,770 9,713
721   205 516
7,479   6,623 856
9,452   10,592 -1,140
6,954   11,678 -4,724
1,512   2,414 -902
9,941   9,085 856
9,899   11,030 -1,131
6,436   6,834 -398
8,310   8,013 297
831   1,003 -172
2,175   2,486 -311
3,273   3,639 -366
3,909   3,364 545
7,126   9,372 -2,246
5,946   6,947 -1,001
5,890   3,536 2,354
16,767   11,193 5,574
31,601   22,439 9,162
6,490   2,923 3,567
21,206   24,865 -3,659
12,657   11,847 810
4,309   2,228 2,081
40,000   25,480 14,520
8,601   9,286 -685
4,170   3,074 1,096
3,810   3,781 29
3,981   1,608 2,373
16,207   14,456 1,751
11,877   6,685 5,192
1,832   788 1,044
3,054   2,361 693
1,222   929 293
7,820   1,412 6,408
978   713 265
507   505 2
539   534 5
527   524 3
554   551 3
552   546 6
561   552 9
571   568 3
525   528 -3
586   588 -2
588   593 -5
560   561 -1
567   570 -3
10,438   10,000 438
10,000   9,997 3
10,000   9,998 2
74   72 2
456   455 1
432   430 2
452   455 -3
118,002   116,495 1,507
443   441 2
509   510 -1
14,749   14,979 -230
14,327   15,000 -673
15,058   14,989 69
9,930   10,000 -70
9,965   9,966 -1
14,138   11,794 2,344
9,425   9,000 425
14,894   14,942 -48
14,245   14,245 0
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       672
b       3
c       0
d       6
e       0
      3
      7
      0
      7
      3
      13,702
      13,554
      470
      2,221
      1,151
      7
      0
      3
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      5
      60
      63
      -2,293
      -632
      -604
      577
      16
      88
      -513
      -476
      -1,677
      -2,295
      -2,368
      390
      -773
      -4,981
      3,324
      9,713
      516
      856
      -1,140
      -4,724
      -902
      856
      -1,131
      -398
      297
      -172
      -311
      -366
      545
      -2,246
      -1,001
      2,354
      5,574
      9,162
      3,567
      -3,659
      810
      2,081
      14,520
      -685
      1,096
      29
      2,373
      1,751
      5,192
      1,044
      693
      293
      6,408
      265
      2
      5
      3
      3
      6
      9
      3
      -3
      -2
      -5
      -1
      -3
      438
      3
      2
      2
      1
      2
      -3
      1,507
      2
      -1
      -230
      -673
      69
      -70
      -1
      2,344
      425
      -48
      0
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 76,766
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,424
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 1,424
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 1,424
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,253
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,253
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
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 1,829
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,829 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWI
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 arrowREILLY PENNER & BENTON LLP Telephone no.right arrow (414) 271-7800

Located atright arrow1233 N MAYFAIR ROAD STE 302MILWAUKEEWI ZIP+4right arrow53226
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
J LEWIS PERLSON TRUSTEE
2.00 		15,000 0 0
790 N WATER STREET SUITE 2500
MILWAUKEE,WI53202
CAROL A BOURNE TRUSTEE
1.50 		15,000 0 0
418 MATTERHORN DR
VERONA,WI53593
RICHARD P BOURNE TRUSTEE
2.00 		15,000 0 0
110 INEICHEN DRIVE
VERONA,WI53593
GREGORY A JESKE TRUSTEE
3.50 		15,000 0 0
3810 S MARCY ST
MILWAUKEE,WI53220
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 N/A 0
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 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,532,532
b
Average of monthly cash balances.......................
1b
118,249
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,650,781
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,650,781
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
39,762
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,611,019
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
130,551
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
130,551
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,424
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,424
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
129,127
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
129,127
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
129,127
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
180,350
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
180,350
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 7 129,127
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...... 2,832
b From 2020...... 5,352
c From 2021...... 13,188
d From 2022...... 21,599
e From 2023...... 28,487
f Total of lines 3a through e ........ 71,458
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 180,350
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..... 129,127
e Remaining amount distributed out of corpus 51,223
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 122,681
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) ... 		2,832
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		119,849
10 Analysis of line 9:
a Excess from 2020.... 5,352
b Excess from 2021.... 13,188
c Excess from 2022.... 21,599
d Excess from 2023.... 28,487
e Excess from 2024.... 51,223
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMERICAN RED CROSS

1586 N 6TH STREET
MILWAUKEE,WI53212 		N/A 501 (C)(3) SUPPORT FOR 2024 5,000

BADGER BOYS STATE

PO BOX 388
PORTAGE,WI53901 		N/A 501 (C)(3) SUPPORT FOR 2024 2,500

BOYS & GIRLS CLUB OF GREATER MILWAUKEE

1558 N 6TH ST
MILWAUKEE,WI53212 		N/A 501 (C)(3) SUPPORT FOR 2024 2,500

CHILDRENS WISCONSIN FOUNDATION

999 N 92ND STREET SUITE C220
WAUWATOSA,WI53226 		N/A 501 (C)(3) SUPPORT FOR 2024 25,000

COLLEGE POSSIBLE

1515 N RIVERCENTER DRIVE SUITE 105
MILWAUKEE,WI53212 		N/A 501 (C)(3) SUPPORT FOR 2024 5,000

DISCOVERY WORLD

500 N HARBOR DR
MILWAUKEE,WI53202 		N/A 501 (C)(3) SUPPORT FOR 2024 5,000

FEEDING AMERICA EASTERN WISCONSIN

1700 W FOND DU LAC AVE
MILWAUKEE,WI53205 		N/A 501 (C)(3) SUPPORT FOR 2024 5,000

HOPE CENTER

502 N EAST AVENUE
WAUKESHA,WI53186 		N/A 501 (C)(3) SUPPORT FOR 2023 5,000

HUNGER TASK FORCE INC

201 S HAWLEY COURT
MILWAUKEE,WI53214 		N/A 501 (C)(3) SUPPORT FOR 2024 5,000

JUNIOR ACHIEVEMENT WOMEN'S ASSOC

6924 N PORT WASHINGTON ROAD
MILWAUKEE,WI53217 		N/A 501 (C)(3) SUPPORT FOR 2024 1,000

KIDS MATTER INC

11850 N DR MLK JR DR STE 202
MILWAUKEE,WI53212 		N/A 501 (C)(3) SUPPORT FOR 2024 5,000

MEDICAL COLLEGE OF WISCONSIN

8701 W WATERTOWN PLANK RD
MILWAUKEE,WI53226 		N/A 501 (C)(3) SUPPORT FOR 2024 25,000

MILWAUKEE HOMELESS VETERANS INITIATIVE INC

PO BOX 341236
MILWAUKEE,WI53219 		N/A 501 (C)(3) SUPPORT FOR 2024 5,000

MILWAUKEE PUBLIC LIBRARY FOUNDATION

814 W WISCONSIN AVENUE
MILWAUKEE,WI53233 		N/A 501 (C)(3) SUPPORT FOR 2024 15,000

MILWAUKEE RESCUE MISSION

830 N 19TH ST
MILWAUKEE,WI53233 		N/A 501 (C)(3) SUPPORT FOR 2024 5,000

SALVATION ARMY

11315 W WATERTOWN PLANK ROAD
WAUWATOSA,WI53226 		N/A 501 (C)(3) SUPPORT FOR CURRENT NEEDS 5,000

SECURE FUTURES

7710 N PLANKINTON AVE STE 1400
MILWAUKEE,WI53203 		N/A 501 (C)(3) SUPPORT FOR 2024 5,000

SOJOURNER FAMILY PEACE CENTER

PO BOX 080319
MILWAUKEE,WI53208 		N/A 501 (C)(3) SUPPORT FOR 2024 5,000

SONOMA VALLEY MENTORING ALLIANCE

276 EAST NAPA ST
SONOMA,CA95476 		N/A 501 (C)(3) SUPPORT FOR 2024 10,000

THE CATHEDRAL CENTER

845 NORTH VAN BUREN
MILWAUKEE,WI53202 		N/A 501 (C)(3) SUPPORT FOR 2024 5,000

WAR MEMORIAL CENTER

750 N LINCOLN MEMORIAL DRIVE
MILWAUKEE,WI53202 		N/A 501 (C)(3) SUPPORT FOR 2024 2,000
Total .................................right arrow 3a 148,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 1,174  
4 Dividends and interest from securities ....     14 80,292  
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 .....     18 2,618  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 76,766  
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) .. 0 160,850 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
160,850
(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
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Form 990-PF (2024)
Additional Data


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Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
STELLA H JONES FOUNDATION
EIN:
39-6630656
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING AND TAX SERVICES 4,700 2,350   2,350

TY 2024 AllOthProgRltdInvestmentsSch
Name:
STELLA H JONES FOUNDATION
EIN:
39-6630656
Category Amount
N/A 0

TY 2024 InvestmentsCorpBondsSchedule
Name:
STELLA H JONES FOUNDATION
EIN:
39-6630656
Name of Bond End of Year Book Value End of Year Fair Market Value
AIR BNB BOND ZERO CPN 0.00000% - PAR VALUE 15,000 13,969 14,070
AMERICAN TOWER CORP NOTE CALL MAKE WHOLE - 10,000 SHARES 9,983 10,266
ARES CAPITAL CORP 2.15% 7/15/2026 - PAR VALUE 15000 14,903 14,342
BAIN CAP SPECIALTY NOTE 2.55% 10/13/2026 - 15,000 PAR VALUE 12,854 14,285
CRACKER BARRELL OLD CTRY STORE BOND - PAR VALUE 10,000 9,125 9,400
DARDEN RESTAURANTS INC NOTE 6.3% - 10,000 SHARES 9,932 10,489
ENTERPRISE PRODS OPER LLC 7.53807% 6/1/2067 - PAR VALUE 10000 8,000 9,900
FOX CORP NOTE CALL MAKE WHOLE 6.5% - 10,000 SHARES 9,920 10,538
GRIFFIN CORP NOTE 5.75% 3/1/2028 - 15,000 PAR VALUE 14,175 14,709
HERCULES CAPTIAL INC 2.625% 9/16/2026 - PAR VALUE 15000 12,777 14,272
HILTON DOMESTIC OPER CO INC SER B NOTE - PAR VALUE 15,000 14,351 14,388
HYATT HOTELS CORP NOTE CALL MAKE WHOLE - 10,000 SHARES 9,998 10,154
JPMORGAN CHASE & CO 5.41029% 1/15/1987 - PAR VALUE 40000 33,276 37,200
KENNEDY WILSON INC 4.75% 2/1/1930 - PAR VALUE 25000 25,187 22,114
KENNEDY WILSON INC 5% 3/1/1931 - PAR VALUE 25000 25,324 21,858
LENNOX INTL INC NOT CALL MAKE WHOLE - 10,000 SHARES 9,990 10,171
MAIN STR CAP CORP NOTE CALL MAKE WHOLE 6.95000% - PAR VALUE 10,000 9,987 10,396
MARRIOT VACATIONS WORLDWIDE CORP BOND - PAR VALUE 25,000 22,113 23,325
MGM RESORTS INTERNATIONAL NOTE 6.12500% - PAR VALUE 10,000 10,000 9,987
MGM RESORTS INTERNATIONAL NOTE 6.50000% - PAR VALUE 15,000 14,981 14,947
MOHAWK INDS INC NOTE CALL MAKE WHOLE - 10,000 SHARES 9,999 10,283
NEXTERA ENERGY CAP HLDGS INC SER BOND - 10,000 SHARES 10,002 10,018
PACIFIC GAS & ELEC CO BOND 5.47992% - PAR VALUE 10,000 10,000 10,017
PARAMOUNT GLOBAL BOND CALL MAKE WHOLE - PAR VALUE 30,000 27,892 28,997
RHP HOTEL PPTY/RHP FINANCE NOTE - PAR VALUE 10,000 9,899 9,674
SOUTHERN CO. 2022A NOTE 5.15000% - 15,000 SHARES 14,968 15,050
TANGER PPTYS LTD PARTNERSHIP NOTE - 15,000 SHARES 10,910 12,652
VAIL RESORTS INC BOND ZERO CPN 0.00000% - PAR VALUE 10,000 8,949 9,475
VULCAN MATLS CO NOTE CALL MAKE WHOLE - 10,000 SHARES 9,804 9,985
WEC ENERGY GROUP INC. NOTE - 15,000 SHARES 14,989 15,025

TY 2024 InvestmentsCorpStockSchedule
Name:
STELLA H JONES FOUNDATION
EIN:
39-6630656
Name of Stock End of Year Book Value End of Year Fair Market Value
AGNICO EAGLE MINES LTD - 250 SHARES 11,868 19,552
ALLIANT ENERGY CORP COM - 225 SHARES 11,531 13,306
ALLSTATE CORP COM OUSD0.01 - 75 SHARES 11,928 14,458
ALPHABET INC - 205 SHARES 5,648 30,469
AMAZON - 185 SHARES 15,329 40,586
AMERICAN ELECTRIC POWER CO - 125 SHARES 9,887 11,528
AMERICAN INTERNATIONAL GROUP INC - 175 SHARES 12,916 12,739
AMETEK INC COM - 100 SHARES 15,531 18,025
APPLE INC - 190 SHARES 1,647 47,579
ARTISAN INTERNATL INVESTOR CLASS - 6,628.372 SHARES 178,571 178,832
ASML HOLDINGS NV - 32 SHARES 10,171 22,179
ASTRAZENECA - 225 SHARES 8,050 14,742
AT&T INC COM USD1 - 700 SHARES 12,024 15,939
AZTRAZENECA ADR REP 0.5 ORD - 275 SHARES 17,473 18,018
BAE SYSTEMS PLC SPONSORED ADR - 175 SHARES 12,201 10,003
BRIXMOR PROPERTY GROUP INC. - 425 SHARES 11,420 11,832
BROADCOM INC COM - 65 SHARES 14,999 15,070
CDW CORP - 67 SHARES 4,584 11,661
CENTERPOINT ENERGY INC - 375 SHARES 6,630 11,899
CHEVRON CORP - 75 SHARES 7,887 10,863
CHURCH & DWIGHT - 165 SHARES 4,636 17,277
CME GROUP INC - 50 SHARES 8,507 11,612
CONOCOPHILLIPS COM - 100 SHARES 9,962 9,917
COOPER COS INC COM - 175 SHARES 15,787 16,088
CRH ORD EUR .32 - 275 SHARES 12,996 25,443
DANAHER CORPORATION - 90 SHARES 11,815 20,660
ELI LILLY AND CO - 30 SHARES 7,089 23,160
EMERSON ELECTRIC CO. - 150 SHARES 12,360 18,590
EOG RESOURCES INC - 185 SHARES 13,538 22,677
EQT CORP COM - 420 SHARES 16,808 19,366
EQUITY LIFESTYLE PROPERTIES INC - 200 SHARES 13,295 13,320
EVERUS CONSTR GROUP COM - 100 SHARES 3,911 6,575
EXPAND ENERGY CORPORATION COMMON STOCK - 125 SHARES 11,192 12,444
FISERV INC - 225 SHARES 13,609 46,220
GXO LOGISTICS INC. - 405 SHARES 22,790 17,618
HOME DEPOT INC - 40 SHARES 8,708 15,560
HOME DEPOT INC - 55 SHARES 16,906 21,394
HONEYWELL INTERNATIONAL INC - 50 SHARES 2,055 11,295
INTERNATIONAL BUS MACH CORP COMN USD0.20 - 75 SHARES 13,791 16,487
INTUIT INC - 32 SHARES 6,302 20,112
JPMORGAN CHASE - 100 SHARES 5,057 23,971
JPMORGAN CHASE - 95 SHARES 4,463 22,772
LAMAR ADVERTISING CO COM USD0.001 CL A - 100 SHARES 9,614 12,174
LENNAR CORP - 115 SHARES 11,470 15,683
MASTERCARD INC - 50 SHARES 17,470 26,329
MCDONALDS CORP - 50 SHARES 8,384 14,495
MDU RESOURCES GROUP INC COM - 400 SHARES 4,500 7,208
MERCK & CO INC. - 125 SHARES 11,837 12,435
META PLATFORMS INC CLASS A COMMON STOCK - 31 SHARES 14,834 18,151
MICROSOFT CORP - 65 SHARES 1,841 27,398
MISCROSOFT CORP - 190 SHARES 21,100 80,085
MORGAN STANLEY COM - 150 SHARES 13,015 18,858
MOTOROLA SOLUTIONS INC - 50 SHARES 3,436 23,112
NEUBERGER BERMAN GENESIS FUND INST CL - 1,585.078 SHARES 94,349 103,648
NEUBERGER BERMAN INTRINSIC VALUE INST - 5,796.217 SHARES 96,568 125,024
NEUBERGER BERMAN LARGE CAP GRWTH - 8,347.314 SHARES 169,223 244,409
NEUBERGER BERMAN LARGE CAP VALUE INST - 5,651.018 SHARES 232,244 253,448
NEUBERGER BERMAN SMALL CAP GRWTH INST - 2,051.714 SHARES 84,902 102,483
NEUBERGER BERMAN STRATEGIC INC INSTL - 42.264.273 SHARES 435,067 417,571
NEXTERA ENERGY INC - 150 SHARES 3,218 10,754
NEXTERA ENERGY INC - 300 SHARES 18,094 21,507
NISOURCE INC - 200 SHARES 1,834 7,352
NOBLE CORPORATION PLC COM USD0.0001 CL A - 225 SHARES 10,037 7,065
NVIDIA CORP. - 250 SHARES 3,406 33,573
PAYCHEX INC - 125 SHARES 7,431 17,528
PNC FINANCIAL SERVICES GROUP - 75 SHARES 10,445 14,464
PROCTER & GAMBLE - 75 SHARES 8,925 12,574
PROGRESSIVE CORP COM - 55 SHARES 5,894 13,179
PROLOGIS INC - 125 SHARES 4,311 13,213
PUBLIC SVC ENTERPRISE GRP INC COM - 150 SHARES 11,844 12,674
RIO TINTO - 175 SHARES 7,749 10,292
ROCHE HOLDINGS ADR - 350 SHARES 14,657 12,208
ROPER TECHNOLOGIES INC - 41 SHARES 9,314 21,314
SINGAPORE TELECOMMUNICATIONS ADR - 475 SHARES 9,479 10,702
SOUTHERN COPPER CORP - 101 SHARES 8,086 9,204
SOUTHWEST GAS HLDGS INC COM - 200 SHARES 14,773 14,142
TEXAS INSTRUMENTS INC - 125 SHARES 6,693 23,439
THERMO FISHER SCIENTIFIC INC - 27 SHARES 13,520 14,046
TRANSUNION - 140 SHARES 4,428 12,979
TRITON INTL LTD - 500 SHARES 11,524 12,750
UGI CORP - 350 SHARES 10,122 9,881
UNITEDHEALTH GROUP INC - 33 SHARES 8,668 16,693
VICI PPTYS INC - 409 SHARES 8,222 11,947
WATSCO INC - 50 SHARES 7,328 23,695
WILLIAMS COS INC - 300 SHARES 7,073 16,236

TY 2024 OtherAssetsSchedule
Name:
STELLA H JONES FOUNDATION
EIN:
39-6630656
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INTEREST PURCHASED 0 43 43


TY 2024 OtherExpensesSchedule
Name:
STELLA H JONES FOUNDATION
EIN:
39-6630656
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSES 139 139   0


TY 2024 OtherIncomeSchedule2
Name:
STELLA H JONES FOUNDATION
EIN:
39-6630656
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER 2,618 2,618 2,618


TY 2024 OtherProfessionalFeesSchedule
Name:
STELLA H JONES FOUNDATION
EIN:
39-6630656
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NEUBERGER BERMAN - INVESTMENT MANAGEMENT FEES 25,580 25,580   0


TY 2024 TaxesSchedule
Name:
STELLA H JONES FOUNDATION
EIN:
39-6630656
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES WITHHELD ON DIVIDEND INCOME 314 314   0