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
MAYR GEORGE H - MAIN
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 505 MAC H0006-092
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAINT LOUIS, MO63166
A Employer identification number

95-6062009
B Telephone number (see instructions)

(888) 730-4933
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$32,159,435J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 796,276 793,362  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 489,611
b Gross sales price for all assets on line 6a 5,163,526
7 Capital gain net income (from Part IV, line 2)... 489,611
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,464 12,464  
12 Total. Add lines 1 through 11........ 1,298,351 1,295,437  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 311,495 134,774   176,721
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,000 0 0 2,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
19,205 19,205   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
25,263 12,742   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,182 2,045   3,137
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 363,145 168,766 0 181,858
25 Contributions, gifts, grants paid....... 1,360,000 1,360,000
26 Total expenses and disbursements. Add lines 24 and 25 1,723,145 168,766 0 1,541,858
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -424,794
b Net investment income (if negative, enter -0-) 1,126,671
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 752    
2 Savings and temporary cash investments......... 1,063,806 1,139,738 1,139,738
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,880,226 Click to see attachment
List of Attached Documents:
// Content
6,137,788 		10,501,515
c Investments—corporate bonds (attach schedule)....... 6,727,229 Click to see attachment
List of Attached Documents:
// Content
6,649,728 		6,293,021
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).......... 11,839,693 Click to see attachment
List of Attached Documents:
// Content
11,155,812 		14,225,161
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) 25,511,706 25,083,066 32,159,435
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........ 25,511,706 25,083,066
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 25,511,706 25,083,066
30 Total liabilities and net assets/fund balances (see instructions). 25,511,706 25,083,066
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
25,511,706
2
Enter amount from Part I, line 27a .....................
2
-424,794
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,771
4
Add lines 1, 2, and 3 ..........................
4
25,089,683
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
6,617
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
25,083,066
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 75000. US TREASURY NOTE 2.875% 8/15/28   2022-12-22 2024-01-05
b 50000. TOTAL CAPITAL INTL 3.700% 1/15/24   2018-04-30 2024-01-15
c 23022. INVESCO DB COMMODITY INDEX T   2021-03-22 2024-01-22
d 625. SPDR S & P 500 ETF TRUST   2022-01-14 2024-01-22
e 1308. VANGUARD MIDCAP VIPER   2020-12-08 2024-01-22
50000. SIMON PROPERTY GROUP 3.750% 2/01/24   2018-05-16 2024-02-01
1880.53 FHLMC POOL #G30846 4.000% 1/01/34   2023-12-06 2024-02-15
65000. US TREASURY NOTE 2.250% 2/15/27   2020-02-06 2024-02-29
50000. WHIRLPOOL CORP 4.000% 3/01/24   2018-05-16 2024-03-01
2394.15 FHLMC POOL #G30846 4.000% 1/01/34   2023-12-06 2024-03-15
263. ADVANCED MICRO DEVICES INC   2023-02-08 2024-03-25
93. DIAGEO PLC - ADR   2023-05-02 2024-03-25
661. DIAGEO PLC - ADR   2018-12-07 2024-03-25
27. ELI LILLY & CO COM   2023-03-03 2024-03-25
866. NIKE INC CL B   2017-10-12 2024-03-25
185. EATON CORP PLC   2023-03-03 2024-03-25
75000. US TREASURY NOTE 2.125% 5/31/26   2019-06-26 2024-04-10
50000. US TREASURY NOTE 4.250% 9/30/24   2024-03-01 2024-04-10
1297. VANGUARD MIDCAP VIPER   2020-12-08 2024-04-12
1419. VANGUARD SMALL CAP VIPER   2020-12-08 2024-04-12
2132.01 FHLMC POOL #G30846 4.000% 1/01/34   2023-12-06 2024-04-15
50000. CNA FINANCIAL CORP 3.950% 5/15/24   2018-05-24 2024-05-15
2893.54 FHLMC POOL #G30846 4.000% 1/01/34   2023-12-06 2024-05-15
10. BOOKING HOLDINGS INC   2023-12-14 2024-06-11
54. BOOKING HOLDINGS INC   2020-03-03 2024-06-11
41. BROADCOM INC   2023-03-03 2024-06-11
919. ELECTRONIC ARTS INC   2019-01-16 2024-06-11
69. LAM RESEARCH CORP COM   2023-03-03 2024-06-11
49. MICROSOFT CORP   2023-05-02 2024-06-11
168. EATON CORP PLC   2023-03-03 2024-06-11
2058.35 FHLMC POOL #G30846 4.000% 1/01/34   2023-12-06 2024-06-15
50000. BB&T CORPORATION 2.850% 10/26/24   2019-08-26 2024-07-10
100000. PUBLIC SERVICE ENTER 0.800% 8/15/25   2020-09-04 2024-07-10
1756.7 FHLMC POOL #G30846 4.000% 1/01/34   2023-12-06 2024-07-15
661. VANGUARD SMALL CAP VIPER   2020-12-08 2024-07-22
40000. US TREASURY NOTE 2.125% 5/31/26   2019-06-26 2024-07-25
5525. ISHARES CORE U.S. AGGREGATE ETF   2021-03-22 2024-08-13
1811. FHLMC POOL #G30846 4.000% 1/01/34   2023-12-06 2024-08-15
135000. ASTRAZENECA PLC 3.375% 11/16/25   2023-12-04 2024-09-10
2070.82 FHLMC POOL #G30846 4.000% 1/01/34   2023-12-06 2024-09-15
100. ADVANCED MICRO DEVICES INC   2024-06-11 2024-09-25
373. ALPHABET INC CL C   2023-05-02 2024-09-25
117. APPLE INC   2023-03-03 2024-09-25
114. BLACKSTONE INC   2023-03-03 2024-09-25
342. BROADCOM INC   2023-03-03 2024-09-25
120. CELANESE CORP   2023-03-03 2024-09-25
52. META PLATFORMS INC   2024-03-25 2024-09-25
18. ELI LILLY & CO COM   2023-03-03 2024-09-25
53. MCDONALDS CORP   2023-06-14 2024-09-25
60. MICROSOFT CORP   2022-12-27 2024-09-25
2345. TORONTO DOMINION BK ONT COM NEW   2019-07-25 2024-09-25
234. GARMIN LTD   2021-12-22 2024-09-25
35000. US TREASURY NOTE 2.125% 5/31/26   2019-06-26 2024-09-30
2022.89 FHLMC POOL #G30846 4.000% 1/01/34   2023-12-06 2024-10-15
93. APPLE INC   2023-03-03 2024-10-22
289. BLACKSTONE INC   2023-03-03 2024-10-22
145. BROADCOM INC   2022-02-01 2024-10-22
1254. MANULIFE FINANCIAL CORP   2022-02-10 2024-10-22
71. VISA INC-CLASS A SHRS   2021-08-08 2024-10-22
100000. AT&T INC 1.700% 3/25/26   2023-05-09 2024-10-24
80000. US TREASURY NOTE 1.625% 11/30/26   2019-12-12 2024-10-29
1812.46 FHLMC POOL #G30846 4.000% 1/01/34   2023-12-06 2024-11-15
50000. US TREASURY NOTE 1.875% 6/30/26   2019-09-13 2024-11-19
34. UNITEDHEALTH GROUP INC   2022-12-12 2024-12-02
100000. VR BANK OF AMERICA 1.530% 12/06/25   2023-05-09 2024-12-06
1578.71 FHLMC POOL #G30846 4.000% 1/01/34   2023-12-06 2024-12-15
45000. US TREASURY NOTE 4.000% 2/15/34   2024-07-10 2024-12-23
2482.11 FHLMC POOL #G30846 4.000% 1/01/34   2023-12-06 2024-12-31
CAPITAL GAIN DIVIDENDS P    
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(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 71,575   71,435 140
b 50,000   50,559 -559
c 505,561   516,429 -10,868
d 302,229   289,398 12,831
e 301,574   268,244 33,330
50,000   49,757 243
1,881   1,827 54
61,115   68,001 -6,886
50,000   50,485 -485
2,394   2,327 67
47,404   22,590 24,814
13,571   17,126 -3,555
96,459   106,962 -10,503
20,881   8,608 12,273
80,906   74,898 6,008
57,985   32,716 25,269
70,799   76,040 -5,241
49,758   49,725 33
312,572   253,791 58,781
308,935   287,895 21,040
2,132   2,074 58
50,000   50,051 -51
2,894   2,816 78
37,898   34,346 3,552
204,651   114,662 89,989
59,773   25,968 33,805
125,671   98,426 27,245
68,874   34,982 33,892
20,965   14,993 5,972
53,647   29,710 23,937
2,058   2,004 54
49,535   51,663 -2,128
95,138   100,010 -4,872
1,757   1,712 45
150,585   125,030 25,555
38,356   40,555 -2,199
552,650   630,038 -77,388
1,811   1,765 46
133,734   131,007 2,727
2,071   2,020 51
16,236   15,894 342
60,843   39,555 21,288
26,291   19,663 6,628
17,424   10,004 7,420
59,821   21,661 38,160
15,604   15,019 585
29,838   26,297 3,541
16,670   5,739 10,931
15,911   15,335 576
25,940   17,190 8,750
147,683   146,666 1,017
40,486   25,397 15,089
34,110   35,485 -1,375
2,023   1,974 49
21,887   14,018 7,869
48,531   25,360 23,171
26,019   8,837 17,182
37,644   26,155 11,489
20,276   15,932 4,344
96,044   92,189 3,855
76,059   78,969 -2,910
1,812   1,770 42
48,150   50,146 -1,996
20,645   18,459 2,186
100,000   93,826 6,174
1,579   1,542 37
43,042   43,987 -945
2,482   2,426 56
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Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       140
b       -559
c       -10,868
d       12,831
e       33,330
      243
      54
      -6,886
      -485
      67
      24,814
      -3,555
      -10,503
      12,273
      6,008
      25,269
      -5,241
      33
      58,781
      21,040
      58
      -51
      78
      3,552
      89,989
      33,805
      27,245
      33,892
      5,972
      23,937
      54
      -2,128
      -4,872
      45
      25,555
      -2,199
      -77,388
      46
      2,727
      51
      342
      21,288
      6,628
      7,420
      38,160
      585
      3,541
      10,931
      576
      8,750
      1,017
      15,089
      -1,375
      49
      7,869
      23,171
      17,182
      11,489
      4,344
      3,855
      -2,910
      42
      -1,996
      2,186
      6,174
      37
      -945
      56
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 489,611
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 15,661
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 15,661
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 15,661
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 17,080
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 17,080
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 1,419
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,419 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
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 arrowWELLS FARGO BANK NA Telephone no.right arrow (800) 352-3705

Located atright arrow100 N MAIN ST FL 5D4001-052WINSTON SALEMNC ZIP+4right arrow27101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
NATALIE O'CONNOR DIRECTOR
14 		68,196    
100 N Main St FL 5D4001-052
WINSTON SALEM,NC27101
CATHERINE GRIER OLSON DIRECTOR
14 		63,600    
100 N MAIN ST FL 5D4001-052
WINSTON SALEM,NC27101
PATRICK HADEN BOARD ADVISOR
4 		0    
100 N MAIN ST FL 5D4001-052
WINSTON SALEM,NC27101
WELLS FARGO BANK N A TRUSTEE
1 		179,699    
100 N MAIN ST FL 5D4001-052
WINSTONSALEM,NC27101
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
30,556,243
b
Average of monthly cash balances.......................
1b
1,160,377
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
31,716,620
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
31,716,620
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
475,749
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
31,240,871
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,562,044
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
1,562,044
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
15,661
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
15,661
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,546,383
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,546,383
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
1,546,383
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
1,541,858
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,541,858
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 1,546,383
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,365,456
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,541,858
a Applied to 2023, but not more than line 2a 1,365,456
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..... 176,402
e Remaining amount distributed out of corpus 0
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 0
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 .......... 		1,369,981
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
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:
CATHERINE OLSON
600 MAGNOLIA DRIVE
SAN GABRIEL,CA91775
(626) 943-9596
bThe form in which applications should be submitted and information and materials they should include:
PLEASE PROVIDE A SIGNED AND DATED APPLICATION THAT INCULDES THE FOLLOWING INFORMATION: SCHOOL DEMOGRAPHIC, STUDENT DEMOGRAPHIC, TUTION ASSISTANCE PROGRAM, FINANCIALS
cAny submission deadlines:
OCTOBER 1ST
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS TO CA SCHOOLS FOR SCHOLARSHIPS TO INDEPENDENT SCHOOLS ONLY IN CA
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

ST FRANCIS HIGH SCHOOL OF LA CANADA

200 FOOTHILL BLVD
LA CANADA FLINTRIDGE,CA91011 		NONE PC SCHOLARSHIPS 75,000

NOTRE DAME ACADEMY

2851 OVERLAND AVENUE
LOS ANGELES,CA900644298 		NONE PC GENERAL OPERATING 70,000

SERVITE HIGH SCHOOL

1952 W LA PALMA AVENUE
ANAHEIM,CA92801 		NONE PC SCHOLARSHIPS 20,000

ST MARYS HIGH SCHOOL

142 LAVERACK AVE
LANCASTER,NY140861849 		NONE PC SCHOLARSHIPS 65,000

VERBUM DEI JESUIT HIGH SCHOOL

11100 SOUTH CENTRAL AVENUE
LOS ANGELES,CA900591120 		NONE PC GENERAL OPERATING 50,000

HOLY CHILD JESUS

2324 W CHASE AVE
CHICAGO,IL606451870 		NONE PC GENERAL OPERATING 60,000

CHAMINADE COLLEGE PREPARATORY

425 S LINDBERGH BLVD
SAINT LOUIS,MO631312729 		NONE PC GENERAL OPERATING 30,000

MOUNT SAINT MARYS UNIVERSITY

16300 OLD EMMITSBURG RD
EMMITSBURG,MD217277700 		NONE PC GENERAL OPERATING 20,000

CATHEDRAL CATHOLIC HIGH SCHOOL

5555 DEL MAR HEIGHTS ROAD
SAN DIEGO,CA92130 		NONE PC GENERAL OPERATING 30,000

CATHEDRAL HIGH SCHOOL

1253 BISHOPS RD
LOS ANGELES,CA90012 		NONE PC SCHOLARSHIPS 20,000

UNIVERSITY OF THE PACIFIC

3601 PACIFIC AVENUE
STOCKTON,CA952110110 		NONE PC GENERAL OPERATING 25,000

PRESIDENT-BOARD OF TRUSTEES SANTA CLARA
COLLEGE
500 EL CAMINO REAL
SANTA CLARA,CA95053 		NONE PC SCHOLARSHIPS 30,000

IMMACULATE CONCEPTION ACADEMY

3625 24TH STREET
SAN FRANCISCO,CA94110 		NONE PC GENERAL OPERATING 20,000

FLINTRIDGE SACRED HEART ACADEMY

440 ST KATHERINE DRIVE
LA CANADA FLINTRIDGE,CA91011 		NONE PC GENERAL OPERATING 30,000

SACRED HEART HIGH SCHOOL

2111 GRIFFIN AVENUE
LOS ANGELES,CA900313005 		NONE PC GENERAL OPERATING 65,000

IMMACULATE HEART HIGH SCHOOL

5515 FRANKLIN AVENUE
HOLLYWOOD,CA900285901 		NONE PC GENERAL OPERATING 40,000

LOYOLA MARYMOUNT UNIVERSITY

UNIVERSITY HALL SUITE 4844
LOS ANGELES,CA900452659 		NONE PC GENERAL OPERATING 125,000

NOTRE DAME HIGH SCHOOL OF SHERMAN OAKS

13645 RIVERSIDE DRIVE
SHERMAN OAKS,CA91423 		NONE PC GENERAL OPERATING 25,000

JUNIPERO SERRA HIGH SCHOOL A CORP

14830 S VAN NESS AVENUE
GARDENA,CA90249 		NONE PC GENERAL OPERATING 50,000

ROMANA CONVENT SECONDARY SCHOOL

1701 WEST RAMONA ROAD
ALHAMBRA,CA918033080 		NONE PC GENERAL OPERATING 65,000

POMONA CATHOLIC HIGH SCHOOL

533 WEST HOLT AVENUE
POMONA,CA91768 		NONE PC SCHOLARSHIPS 30,000

ST FRANCIS HIGH SCHOOL OF LA CANADA
FLINTRIDGE
200 FOOTHILL BOULEVARD
LA CANADA,CA91011 		NONE PC GENERAL OPERATING 40,000

ST ANTHONY HIGH SCHOOL

620 OLIVE AVENUE
LONG BEACH,CA908021546 		NONE PC SCHOLARSHIPS 30,000

DON BOSCO TECHNICAL INSTITUTE

1151 SAN GABRIEL BOULEVARD
ROSEMEAD,CA917704299 		NONE PC GENERAL OPERATING 30,000

BISHOP ALEMANY HIGH SCHOOL

11111 ALEMANY DRIVE
MISSION HILLS,CA913451105 		NONE PC GENERAL OPERATING 30,000

BISHOP MONTGOMERY HIGH SCHOOL

5430 TORRANCE BOULEVARD
TORRANCE,CA905034006 		NONE PC GENERAL OPERATING 30,000

SAN GABRIEL MISSION HIGH SCHOOL

254 S SANTA ANITA AVENUE
SAN GABRIEL,CA917761140 		NONE PC SCHOLARSHIPS 30,000

DAMIEN HIGH SCHOOLS A CORP

2280 DAMIEN AVENUE
LA VERNE,CA917505210 		NONE PC GENERAL OPERATING 40,000

BISHOP AMAT MEMORIAL HIGH SCHOOL

14301 FAIRGROVE AVENUE
LA PUENTE,CA917461712 		NONE PC GENERAL OPERATING 30,000

SAINT MARYS ACADEMY

701 GRACE AVENUE
INGLEWOOD,CA903011359 		NONE PC SCHOLARSHIPS 40,000

MARIANNE FROSTIG CENTER OF EDUCATION

971 NORTH ALTADENA DRIVE
PASADENA,CA911071870 		NONE PC SCHOLARSHIPS 50,000

MARANATHA HIGH SCHOOL

169 S SAINT JOHN AVENUE
PASADENA,CA911051853 		NONE PC SCHOLARSHIPS 20,000

HILLSIDE SCHOOL AND LEARNING CENTER

4331 OAK GROVE DRIVE
LA CANADA,CA910113707 		NONE PC GENERAL OPERATING 45,000
Total .................................right arrow 3a 1,360,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 796,276  
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 ............ 		    18 489,611  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aROYALTY INCOME 		    1 2,628  
bFROM PARTNERSHIP/S     1 9,836  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,298,351  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,298,351
(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:
MAYR GEORGE H - MAIN
EIN:
95-6062009
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,000     2,000

TY 2024 InvestmentsCorpBondsSchedule
Name:
MAYR GEORGE H - MAIN
EIN:
95-6062009
Name of Bond End of Year Book Value End of Year Fair Market Value
907818FJ2 UNION PACIFIC CORP 100,038 95,336
92826CAP7 VISA INC 99,691 91,199
912828YU8 US TREASURY NOTE 118,453 114,266
29444UBL9 EQUINIX INC 50,358 45,037
9128287B0 US TREASURY NOTE 100,293 96,606
020002BJ9 ALLSTATE CORP 49,712 40,711
963320AR7 WHIRLPOOL CORP 4.000    
912828YQ7 US TREASURY NOTE 99,418 95,432
26441CAS4 DUKE ENERGY CORP 109,343 96,796
606822AR5 MITSUBISHI UFJ FIN 110,109 96,899
20030NCA7 COMCAST CORP 110,476 95,274
064159QE9 BANK OF NOVA SCOTIA 51,011 48,515
912828V98 US TREASURY NOTE 88,925 81,571
49326EEK5 KEYCORP 106,737 94,351
40414LAQ2 HCP INC 51,018 48,873
126117AS9 CNA FINANCIAL CORP 3    
49446RAP4 KIMCO REALTY CORP 101,054 96,725
828807CR6 SIMON PROPERTY GROUP    
86562MAK6 SUMITOMO MITSUI FINL 110,702 97,084
171239AG1 CHUBB INA HOLDINGS 49,618 41,529
9128282A7 US TREASURY NOTE 149,367 143,592
579780AN7 MCCORMICK & CO 104,531 96,978
9128286X3 US TREASURY NOTE    
14040HCE3 CAPITAL ONE FINANCIA 111,784 97,349
744573AP1 PUBLIC SERVICE ENTER    
89153VAG4 TOTAL CAPITAL INTL 3    
855244AK5 STARBUCKS CORP 50,176 48,490
571903AS2 MARRIOTT INTERNATION 51,569 48,874
031162CT5 AMGEN INC 106,690 94,819
337738AT5 FISERV INC 51,820 48,899
05531FBB8 BB&T CORPORATION    
693475AX3 PNC FINANCIAL SERVIC 50,783 48,435
172967KY6 CITIGROUP INC 53,975 48,625
37045XDH6 GENERAL MOTORS FINL 51,005 45,939
7591EPAT7 REGIONS FINANCIAL CO 48,687 44,536
94106LBQ1 WASTE MANAGEMENT INC 101,463 88,825
91913YBB5 VALERO ENERGY CORP 50,940 46,743
548661DX2 LOWE'S COS INC 97,434 89,397
92343VGH1 VERIZON COMMUNICATIO 75,575 68,968
66989HAQ1 NOVARTIS CAPITAL COR 103,202 95,097
125523AZ3 CIGNA CORP 107,750 95,732
91282CDL2 US TREASURY NOTE 147,885 134,720
9128284V9 US TREASURY NOTE 119,058 118,908
9128285M8 US TREASURY NOTE 144,990 143,534
91282CFZ9 US TREASURY NOTE 202,250 197,742
91282CFL0 US TREASURY NOTE 203,281 195,650
9128286T2 US TREASURY NOTE 2.3 249,738 230,443
91282CEV9 US TREASURY NOTE 3.2 47,313 47,712
91282CFT3 US TREASURY NOTE 152,777 147,476
00206RML3 AT&T INC    
02665WDW8 AMERICAN HONDA FINAN 44,025 45,730
037833EV8 APPLE INC 119,603 117,086
046353AL2 ASTRAZENECA PLC    
06051GKE8 VR BANK OF AMERICA    
24422EXE4 JOHN DEERE CAPITAL 49,153 50,162
3134A4KX1 FED HOME LN MTG CORP 119,219 110,828
46647PCZ7 VR JPMORGAN CHASE & 98,185 99,740
912810FP8 US TREASURY BOND 5.3 226,844 209,732
91282CCS8 US TREASURY NOTE 273,243 265,226
91282CFY2 US TREASURY NOTE 151,945 146,631
91282CGM7 US TREASURY NOTE 218,926 204,664
91282CHT1 US TREASURY NOTE 151,231 152,275
961214EW9 WESTPAC BANKING CORP 87,845 90,048
00206RMT6 AT&T INC 75,272 75,300
00287YDT3 ABBVIE INC 80,147 79,984
02005NBP4 ALLY FINANCIAL INC 66,962 66,727
10373QBU3 BP CAP MARKETS AMERI 101,493 96,668
38141GZU1 VR GOLDMAN SACHS GRO 97,726 98,843
539830CA5 LOCKHEED MARTIN CORP 98,980 97,035
571748BN1 MARSH & MCLENNAN COS 85,109 86,290
63111XAJ0 NASDAQ INC 75,823 75,658
91282CJZ5 US TREASURY NOTE 144,150 143,604
91282CLF6 US TREASURY NOTE 142,848 137,103

TY 2024 InvestmentsCorpStockSchedule
Name:
MAYR GEORGE H - MAIN
EIN:
95-6062009
Name of Stock End of Year Book Value End of Year Fair Market Value
172967424 CITIGROUP INC. 174,780 253,545
58933Y105 MERCK & CO INC NEW 153,384 177,472
02079K107 ALPHABET INC CL C 190,412 692,059
192446102 COGNIZANT TECH SOLUT 77,386 106,430
907818108 UNION PACIFIC CORP 77,797 125,878
911312106 UNITED PARCEL SERVIC 183,072 157,877
G29183103 EATON CORP PLC 81,185 206,755
H84989104 TE CONNECTIVITY LTD    
30303M102 META PLATFORMS INC 163,843 498,855
17275R102 CISCO SYSTEMS INC 100,399 167,299
91324P102 UNITEDHEALTH GROUP I 164,834 266,082
437076102 HOME DEPOT INC 141,965 171,934
150870103 CELANESE CORP 107,866 84,159
56501R106 MANULIFE FINANCIAL C 91,694 187,454
883556102 THERMO FISHER SCIENT 87,328 122,774
25243Q205 DIAGEO PLC - ADR    
H2906T109 GARMIN LTD 74,350 164,183
532457108 ELI LILLY & CO COM 57,244 277,920
654106103 NIKE INC CL B    
89151E109 TOTALENERGIES SE -SP 237,132 215,275
46625H100 JPMORGAN CHASE & CO 128,603 369,153
512807108 LAM RESEARCH CORP CO    
09260D107 BLACKSTONE INC 85,169 213,973
037833100 APPLE INC 285,108 952,848
94106L109 WASTE MANAGEMENT INC 111,035 154,571
75513E101 RTX CORP 146,608 196,955
09857L108 BOOKING HOLDINGS INC    
92826C839 VISA INC-CLASS A SHR 126,861 231,341
904767704 UNILEVER PLC - ADR 126,609 142,544
097023105 BOEING CO 163,120 178,239
609207105 MONDELEZ INTERNATION 90,643 98,256
87612E106 TARGET CORP 89,273 101,115
00287Y109 ABBVIE INC 137,543 175,390
285512109 ELECTRONIC ARTS INC    
867224107 SUNCOR ENERGY INC NE 201,185 242,909
09247X101 BLACKROCK INC    
11135F101 BROADCOM INC 82,315 496,833
891160509 TORONTO DOMINION BK    
594918104 MICROSOFT CORP 307,523 892,316
00724F101 ADOBE INC 154,496 142,742
580135101 MCDONALDS CORP 161,837 166,107
7591EP100 REGIONS FINL CORP NE 126,349 144,295
007903107 ADVANCED MICRO DEVIC 93,955 124,293
855244109 STARBUCKS CORP COM 131,427 119,811
023135106 AMAZON COM INC COM 427,262 489,459
032654105 ANALOG DEVICES INC 153,253 137,887
09290D101 BLACKROCK FUNDING IN 93,832 189,645
43300A203 HILTON WORLDWIDE HOL 149,893 176,967
49338L103 KEYSIGHT TECHNOLOGIE 107,845 100,554
512807306 LAM RESH CORP 64,437 144,460
571748102 MARSH & MCLENNAN COS 132,515 126,809
G87052109 TE CONNECTIVITY PLC 94,421 116,092

TY 2024 InvestmentsOtherSchedule2
Name:
MAYR GEORGE H - MAIN
EIN:
95-6062009
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MIX090390 CA LOS L00 TR6380 1. AT COST 1 10,698
922908629 VANGUARD MIDCAP VIPE AT COST 1,909,605 3,407,541
922908751 VANGUARD SMALL CAP V AT COST 912,032 1,607,473
922042858 VANGUARD FTSE EMERGI AT COST 1,472,860 1,491,238
921943858 VANGUARD FTSE DEVELO AT COST 471,779 578,192
464287226 ISHARES CORE U.S. AG AT COST 2,744,035 2,585,292
922031760 VANGUARD HIGH YIELD AT COST 926,717 903,959
46138B103 INVESCO DB COMMODITY      
78462F103 SPDR S & P 500 ETF T AT COST 1,977,268 2,878,825
3132J4EU9 FHLMC POOL #G30846 AT COST 135,968 135,473
003261104 ABRDN BLOOMBERG ALL AT COST 605,547 626,470

TY 2024 OtherDecreasesSchedule
Name:
MAYR GEORGE H - MAIN
EIN:
95-6062009
Description Amount
CY PURCHASE OF ACCRUED INTEREST 3,875
CY PENDING SALES 56
ROC ON CY SALES 561
PY RETURN OF CAPITAL ADJUSTMENT 2,125


TY 2024 OtherExpensesSchedule
Name:
MAYR GEORGE H - MAIN
EIN:
95-6062009
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 253 253   0
INVESTMENT EXPENSES - INTEREST 907 907   0
ROYALTY EXPENSES 533 533   0
GRANT ADVISORY BOARD REIMBURSE 3,137 0   3,137
FROM PARTNERSHIP/S-CORP 352 352   0


TY 2024 OtherIncomeSchedule2
Name:
MAYR GEORGE H - MAIN
EIN:
95-6062009
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY INCOME 2,628 2,628  
FROM PARTNERSHIP/S-CORP 9,836 9,836  


TY 2024 OtherIncreasesSchedule
Name:
MAYR GEORGE H - MAIN
EIN:
95-6062009
Description Amount
MUTUAL FUND TIMING ADJ 1,292
PY PURCHASE OF ACCRUED INTEREST 1,412
PY PENDING SALES 67


TY 2024 OtherProfessionalFeesSchedule
Name:
MAYR GEORGE H - MAIN
EIN:
95-6062009
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 19,205 19,205    


TY 2024 TaxesSchedule
Name:
MAYR GEORGE H - MAIN
EIN:
95-6062009
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 8,002 8,002   0
FEDERAL ESTIMATES - PRINCIPAL 12,521 0   0
FOREIGN TAXES ON NONQUALIFIED 4,740 4,740   0