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 06-01-2024 , and ending 05-31-2025
Name of foundation
E L CARRINGTON CHARITABLE-TES TR
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 919798
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328919798
A Employer identification number

54-6195899
B Telephone number (see instructions)

(804) 273-7445
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$1,855,704J 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... 38,100 38,099  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 67,707
b Gross sales price for all assets on line 6a 229,960
7 Capital gain net income (from Part IV, line 2)... 67,707
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).......      
12 Total. Add lines 1 through 11........ 105,807 105,806  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 13,891 6,945   6,946
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
1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,831 316   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
1,476 2   1,474
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,698 7,263 0 9,920
25 Contributions, gifts, grants paid....... 67,751 67,751
26 Total expenses and disbursements. Add lines 24 and 25 86,449 7,263 0 77,671
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 19,358
b Net investment income (if negative, enter -0-) 98,543
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.............      
2 Savings and temporary cash investments......... 15,254 22,003 22,003
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)....... 245,530 Click to see attachment
List of Attached Documents:
// Content
275,006 		533,504
c Investments—corporate bonds (attach schedule)....... 189,853 Click to see attachment
List of Attached Documents:
// Content
177,855 		159,562
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).......... 933,518 Click to see attachment
List of Attached Documents:
// Content
928,688 		1,140,635
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) 1,384,155 1,403,552 1,855,704
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........ 1,384,155 1,403,552
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,384,155 1,403,552
30 Total liabilities and net assets/fund balances (see instructions). 1,384,155 1,403,552
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
1,384,155
2
Enter amount from Part I, line 27a .....................
2
19,358
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
644
4
Add lines 1, 2, and 3 ..........................
4
1,404,157
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
605
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,403,552
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 11. APPLIED MATERIALS     2024-06-26
b 4. CADENCE DESIGN SYSTEMS INC     2024-06-26
c 7. NVIDIA CORP   2024-01-10 2024-06-26
d 37. PULTE GROUP INC     2024-07-02
e 3. ALPHABET INC CL A   2008-11-24 2024-07-12
6. APPLIED MATERIALS   2019-09-09 2024-07-12
8. CADENCE DESIGN SYSTEMS INC   2022-09-16 2024-07-12
5. FACEBOOK INC CL A   2023-08-03 2024-07-12
82. HALLIBURTON COMPANY     2024-07-12
112. HALLIBURTON COMPANY   2023-02-01 2024-07-12
16. MICROSOFT CORPORATION   2012-01-30 2024-07-12
2. VERTEX PHARMACEUTICALS INC   2023-08-10 2024-07-12
.5 BERKLEY W R CORP   2022-12-12 2024-07-23
3. CONOCOPHILLIPS COM   2024-04-03 2024-08-09
56. CONOCOPHILLIPS COM     2024-08-09
18. CADENCE DESIGN SYSTEMS INC   2022-09-16 2024-08-27
11. ARCH CAPITAL GROUP LTD   2022-04-01 2024-08-27
1. ALPHABET INC CL C   2008-11-24 2024-09-13
1. ALPHABET INC CL A   2008-11-24 2024-09-13
1. AMAZON COM INC COM   2024-05-29 2024-09-13
1. AMERISOURCEBERGEN CORP. COMMON   2024-04-15 2024-09-13
1. ANALOG DEVICES INC   2023-03-03 2024-09-13
1. APPLE COMPUTER CORPORATION COMMON   2024-06-26 2024-09-13
1.963 ARTISAN INTL VALUE FUND-INS   2020-05-13 2024-09-13
1. BANK OF NEW YORK MELLON CORP   2023-03-03 2024-09-13
1. BLACKROCK INC   2021-02-12 2024-09-13
1. BROADCOM INC   2023-05-26 2024-09-13
1. CMS ENERGY CORP   2024-08-27 2024-09-13
1. CHIPOTLE MEXICAN GRILL INC   2022-12-12 2024-09-13
1. CORE & MAIN INC CL A   2024-04-03 2024-09-13
1. COSTCO WHOLESALE CORP   2016-12-02 2024-09-13
2.107 DFA US SMALL CAP PORTFOLIO   2021-12-15 2024-09-13
1. DIAMONDBACK ENERGY INC   2024-08-09 2024-09-13
2.29 EATON VANCE-ATLANTA SMID-R6   2017-06-16 2024-09-13
1. ECOLABS INC   2023-07-14 2024-09-13
1. EQUINIX INC REIT   2023-12-08 2024-09-13
2.425 FPA CRESCENT FUND-SUPR INST   2021-03-19 2024-09-13
1. FACEBOOK INC CL A   2023-10-04 2024-09-13
4.299 GOLDMAN SACHS GQP PRT INTL-R6   2021-10-04 2024-09-13
1. HCA HOLDINGS INC   2022-03-18 2024-09-13
1. INVESCO S&P 500 EQUAL WEIGHT ETF   2021-10-06 2024-09-13
1. IQVIA HOLDINGS INC   2021-02-03 2024-09-13
1. ISHARES 20+ YEAR TREASURY BOND ETF   2022-03-22 2024-09-13
1. ISHARES S&P MIDCAP 400 INDEX FUND   2022-05-16 2024-09-13
1. ISHARES CORE DIVIDEND GROWTH ETF   2019-08-01 2024-09-13
1. J.P. MORGAN CHASE & CO.   2024-05-29 2024-09-13
4.026 JOHCM INTERNATIONAL SEL-INST   2015-06-15 2024-09-13
1. JONES LANG LASALLE INC   2024-07-12 2024-09-13
1. ELI LILLY & CO   2024-05-29 2024-09-13
3.6 LOOMIS SAYLES GROWTH-N2   2021-10-04 2024-09-13
1. MARTIN MARIETTA MATLS COMMON   2023-08-03 2024-09-13
1. MICROSOFT CORPORATION   2012-01-30 2024-09-13
1. MOHAWK IND INC COMMON   2024-01-10 2024-09-13
1. NETFLIX INC   2023-05-26 2024-09-13
1. NEUROCRINE BIOSCIENCES INC   2024-07-12 2024-09-13
12.97 NEUBERGER BERMAN HIGH INCM BD-INS   2019-08-01 2024-09-13
1. NVIDIA CORP   2024-01-10 2024-09-13
1. PNC BANK CORP COM   2019-08-26 2024-09-13
1. PHILIP MORRIS INTERNATIONAL   2024-08-27 2024-09-13
1. PHILLIPS 66   2023-08-10 2024-09-13
1. PROGESSIVE CORP., OHIO COMMON   2024-04-15 2024-09-13
1. RTX CORPORATION   2022-12-12 2024-09-13
2.139 T ROWE PRICE INTEGRATED U.S.   2012-09-04 2024-09-13
1. TESLA MOTORS INC   2023-06-15 2024-09-13
1. UNION PAC CORP   2008-11-24 2024-09-13
1. UNITED HEALTH GROUP INC   2016-02-01 2024-09-13
1. VANGUARD INT DIV APP INDX FD   2022-03-28 2024-09-13
1. VANGUARD RUSSELL 1000 GROWTH ETF   2023-08-07 2024-09-13
1. VERTEX PHARMACEUTICALS INC   2022-12-12 2024-09-13
1. VISA INC   2009-05-26 2024-09-13
1. VONTIER CORP   2023-03-03 2024-09-13
1. WAL MART STORES INCORPORATED   2019-08-26 2024-09-13
1. TRANE TECHNOLOGIES PLC   2016-06-29 2024-09-13
8. MARTIN MARIETTA MATLS COMMON     2024-10-03
26. NEUROCRINE BIOSCIENCES INC   2024-07-12 2024-10-03
3. TRANE TECHNOLOGIES PLC   2016-06-29 2024-10-03
22. IQVIA HOLDINGS INC   2021-02-03 2024-10-30
1. ALPHABET INC CL C   2008-11-24 2024-11-22
1. ALPHABET INC CL A   2008-11-24 2024-11-22
1. AMAZON COM INC COM   2024-05-29 2024-11-22
1. AMERISOURCEBERGEN CORP. COMMON   2024-04-15 2024-11-22
1. ANALOG DEVICES INC   2023-03-03 2024-11-22
1. APPLE COMPUTER CORPORATION COMMON   2024-06-26 2024-11-22
1. APPLIED MATERIALS   2019-09-09 2024-11-22
4.018 ARTISAN INTL VALUE FUND-INS   2020-05-13 2024-11-22
1. BANK OF NEW YORK MELLON CORP   2023-03-03 2024-11-22
1. BELLRING BRANDS INC   2024-02-12 2024-11-22
1. BERKLEY W R CORP   2022-12-12 2024-11-22
1. BLACKROCK INC   2021-02-12 2024-11-22
1. BROADCOM INC   2023-05-26 2024-11-22
1. CMS ENERGY CORP   2024-08-27 2024-11-22
1. CARLISLE COS INC   2019-09-05 2024-11-22
1. CHIPOTLE MEXICAN GRILL INC   2022-12-12 2024-11-22
1. CORE & MAIN INC CL A   2024-04-03 2024-11-22
1. COSTCO WHOLESALE CORP   2016-12-02 2024-11-22
1.897 DFA US SMALL CAP PORTFOLIO   2021-12-15 2024-11-22
1. DIAMONDBACK ENERGY INC   2024-08-09 2024-11-22
31.822 DODGE & COX INCOME FUND   2020-12-07 2024-11-22
22.857 DOUBLELINE TTL RTRN BND-R6   2016-02-08 2024-11-22
1. EASTMAN CHEM CO   2024-04-03 2024-11-22
4.322 EATON VANCE-ATLANTA SMID-R6   2017-06-16 2024-11-22
1. ECOLABS INC   2023-07-14 2024-11-22
1. ENTERGY CORP COMMON   2024-05-10 2024-11-22
1. EQUINIX INC REIT   2023-12-08 2024-11-22
4.657 FPA CRESCENT FUND-SUPR INST   2021-03-19 2024-11-22
1. FACEBOOK INC CL A   2023-10-04 2024-11-22
4.628 GOLDMAN SACHS GQP PRT INTL-R6   2021-10-04 2024-11-22
1. HCA HOLDINGS INC   2022-03-18 2024-11-22
1. INTERNATIONAL BUSINESS MACHINES CORP   2024-07-12 2024-11-22
1. INTUITIVE SURGICAL INC   2023-06-15 2024-11-22
1. INVESCO S&P 500 EQUAL WEIGHT ETF   2021-10-06 2024-11-22
1. ISHARES CORE TOTAL US BOND MKT ETF   2022-12-16 2024-11-22
1. ISHARES 20+ YEAR TREASURY BOND ETF   2022-03-22 2024-11-22
2. ISHARES S&P MIDCAP 400 INDEX FUND   2022-05-16 2024-11-22
3. ISHARES CORE DIVIDEND GROWTH ETF   2019-08-01 2024-11-22
1. J.P. MORGAN CHASE & CO.   2024-05-29 2024-11-22
8.591 JOHCM INTERNATIONAL SEL-INST   2015-06-15 2024-11-22
1. JONES LANG LASALLE INC   2024-10-03 2024-11-22
1. LPL FINANCIAL HOLDINGS INC   2024-02-15 2024-11-22
1. ELI LILLY & CO   2024-05-29 2024-11-22
6.45 LOOMIS SAYLES GROWTH-N2   2021-10-04 2024-11-22
1. MERCK & CO INC   2024-02-12 2024-11-22
1. MICROSOFT CORPORATION   2012-01-30 2024-11-22
1. MOHAWK IND INC COMMON   2024-01-10 2024-11-22
1. NETFLIX INC   2023-05-26 2024-11-22
13.004 NEUBERGER BERMAN HIGH INCM BD-INS   2019-08-01 2024-11-22
1. NVIDIA CORP   2024-01-10 2024-11-22
1. PNC BANK CORP COM   2019-08-26 2024-11-22
1. PALO ALTO NETWORKS INC   2023-10-04 2024-11-22
1. PARKER HANNIFIN CORP   2024-05-10 2024-11-22
1. PHILIP MORRIS INTERNATIONAL   2024-08-27 2024-11-22
1. PHILLIPS 66   2023-08-10 2024-11-22
1. PROGESSIVE CORP., OHIO COMMON   2024-04-15 2024-11-22
1. QUANTA SERVICES INC COMMON   2020-01-28 2024-11-22
1. RTX CORPORATION   2022-12-12 2024-11-22
1. REGENERON PHARMACEUTICALS INC   2024-10-03 2024-11-22
1.966 T ROWE PRICE INTEGRATED U.S.   2012-09-04 2024-11-22
1. TARGA RESOURCES   2023-08-10 2024-11-22
1. TESLA MOTORS INC   2023-06-15 2024-11-22
1. UNION PAC CORP   2008-11-24 2024-11-22
1. UNITED HEALTH GROUP INC   2016-02-01 2024-11-22
6.662 VANECK EMERGING MARKETS-Z   2014-08-18 2024-11-22
2. VANGUARD INT DIV APP INDX FD   2022-03-28 2024-11-22
2. VANGUARD RUSSELL 1000 GROWTH ETF   2023-08-07 2024-11-22
1. VERTEX PHARMACEUTICALS INC   2022-12-12 2024-11-22
1. VISA INC   2009-05-26 2024-11-22
1. VONTIER CORP   2023-03-03 2024-11-22
1. WAL MART STORES INCORPORATED   2019-08-26 2024-11-22
1. ARCH CAPITAL GROUP LTD   2022-04-01 2024-11-22
1. MEDTRONIC PLC   2024-10-30 2024-11-22
1. TRANE TECHNOLOGIES PLC   2016-06-29 2024-11-22
17. TARGA RESOURCES   2023-08-10 2024-12-05
24. WAL MART STORES INCORPORATED     2024-12-05
26. APPLE COMPUTER CORPORATION COMMON   2024-06-26 2025-01-10
14. APPLE COMPUTER CORPORATION COMMON   2008-11-24 2025-01-10
31. ANALOG DEVICES INC     2025-01-31
4. MERCK & CO INC   2024-02-12 2025-01-31
75. MERCK & CO INC     2025-01-31
67. ARCH CAPITAL GROUP LTD   2022-04-01 2025-01-31
4. FACEBOOK INC CL A     2025-02-21
3. REGENERON PHARMACEUTICALS INC   2024-10-03 2025-02-21
48. CHIPOTLE MEXICAN GRILL INC   2022-12-12 2025-03-10
10. NETFLIX INC   2023-05-26 2025-03-10
142. VONTIER CORP     2025-03-10
267. ISHARES 20+ YEAR TREASURY BOND ETF   2022-03-22 2025-04-09
28. APPLIED MATERIALS   2019-09-09 2025-05-02
51. BERKLEY W R CORP   2022-12-12 2025-05-02
33. CMS ENERGY CORP     2025-05-02
31. DIAMONDBACK ENERGY INC   2024-08-09 2025-05-02
31. ENTERGY CORP COMMON   2024-05-10 2025-05-02
6. TARGA RESOURCES   2023-08-10 2025-05-02
9. UNITED HEALTH GROUP INC   2016-02-01 2025-05-02
100. ISHARES 3-7 YEAR TREASURY BOND ETF   2025-04-09 2025-05-14
58. GLOBUS MEDICAL INC     2025-05-16
8. PALO ALTO NETWORKS INC   2025-01-10 2025-05-16
1. PALO ALTO NETWORKS INC   2023-10-04 2025-05-16
7. QUANTA SERVICES INC COMMON   2020-01-28 2025-05-16
2. VERTEX PHARMACEUTICALS INC   2022-12-12 2025-05-16
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,552   565 1,987
b 1,239   718 521
c 865   379 486
d 3,850   3,646 204
e 555   20 535
1,473   303 1,170
2,516   1,299 1,217
2,512   1,573 939
2,772   3,136 -364
3,787   4,557 -770
7,246   472 6,774
981   699 282
26   25 1
325   393 -68
6,064   5,645 419
4,830   2,922 1,908
1,214   533 681
156   7 149
155   7 148
187   183 4
238   235 3
224   184 40
224   214 10
100   54 46
69   51 18
888   720 168
167   80 87
69   68 1
56   31 25
40   60 -20
914   152 762
100   96 4
171   199 -28
100   70 30
249   188 61
870   801 69
100   96 4
521   304 217
100   84 16
391   260 131
174   150 24
239   184 55
100   129 -29
60   49 11
62   38 24
207   198 9
100   83 17
252   225 27
937   810 127
100   92 8
515   450 65
426   30 396
151   106 45
680   370 310
120   148 -28
100   111 -11
119   54 65
178   124 54
125   122 3
127   115 12
256   208 48
120   99 21
100   38 62
228   257 -29
250   25 225
591   115 476
87   79 8
94   71 23
480   313 167
286   17 269
33   27 6
80   37 43
360   48 312
4,157   3,454 703
2,916   3,850 -934
1,163   143 1,020
4,793   4,045 748
167   7 160
165   7 158
197   183 14
245   235 10
214   184 30
229   214 15
174   51 123
200   111 89
80   51 29
78   60 18
62   49 13
1,036   720 316
164   80 84
70   68 2
451   145 306
62   31 31
45   60 -15
962   152 810
100   87 13
185   199 -14
400   475 -75
200   250 -50
105   102 3
200   133 67
245   188 57
152   112 40
934   801 133
200   184 16
559   304 255
100   91 9
324   260 64
222   183 39
546   328 218
185   150 35
98   100 -2
91   129 -38
133   97 36
192   115 77
248   198 50
200   178 22
262   265 -3
325   258 67
746   810 -64
200   164 36
100   125 -25
415   30 385
139   106 33
898   370 528
100   111 -11
142   54 88
210   124 86
378   237 141
703   561 142
130   122 8
133   115 18
265   208 57
341   40 301
121   99 22
742   1,033 -291
100   35 65
207   84 123
353   257 96
241   25 216
590   115 475
100   107 -7
165   158 7
202   142 60
451   313 138
309   17 292
38   27 11
90   37 53
99   48 51
86   90 -4
416   48 368
3,381   1,432 1,949
2,284   861 1,423
6,133   5,557 576
3,302   43 3,259
6,617   4,708 1,909
398   501 -103
7,463   2,228 5,235
6,230   3,246 2,984
2,798   1,207 1,591
2,089   3,098 -1,009
2,394   1,483 911
8,743   3,700 5,043
4,674   3,888 786
23,475   34,494 -11,019
4,342   1,416 2,926
3,677   2,511 1,166
2,398   2,137 261
4,200   6,170 -1,970
2,600   1,738 862
967   506 461
3,576   1,038 2,538
11,718   11,757 -39
3,469   5,276 -1,807
1,537   1,383 154
192   118 74
2,379   281 2,098
866   626 240
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
      18,379
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,987
b       521
c       486
d       204
e       535
      1,170
      1,217
      939
      -364
      -770
      6,774
      282
      1
      -68
      419
      1,908
      681
      149
      148
      4
      3
      40
      10
      46
      18
      168
      87
      1
      25
      -20
      762
      4
      -28
      30
      61
      69
      4
      217
      16
      131
      24
      55
      -29
      11
      24
      9
      17
      27
      127
      8
      65
      396
      45
      310
      -28
      -11
      65
      54
      3
      12
      48
      21
      62
      -29
      225
      476
      8
      23
      167
      269
      6
      43
      312
      703
      -934
      1,020
      748
      160
      158
      14
      10
      30
      15
      123
      89
      29
      18
      13
      316
      84
      2
      306
      31
      -15
      810
      13
      -14
      -75
      -50
      3
      67
      57
      40
      133
      16
      255
      9
      64
      39
      218
      35
      -2
      -38
      36
      77
      50
      22
      -3
      67
      -64
      36
      -25
      385
      33
      528
      -11
      88
      86
      141
      142
      8
      18
      57
      301
      22
      -291
      65
      123
      96
      216
      475
      -7
      7
      60
      138
      292
      11
      53
      51
      -4
      368
      1,949
      1,423
      576
      3,259
      1,909
      -103
      5,235
      2,984
      1,591
      -1,009
      911
      5,043
      786
      -11,019
      2,926
      1,166
      261
      -1,970
      862
      461
      2,538
      -39
      -1,807
      154
      74
      2,098
      240
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 67,707
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 1,370
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 1,370
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 1,370
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,184
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,184
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 186
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 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 arrowVA
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 arrowTRUIST BANK Telephone no.right arrow (804) 273-7445

Located atright arrowPO BOX 919798ORLANDOFL ZIP+4right arrow32891
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
TRUIST BANK TRUSTEE
1 		13,891    
PO BOX 919798
ORLANDO,FL32891
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
1,811,812
b
Average of monthly cash balances.......................
1b
21,431
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,833,243
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
1,833,243
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
27,499
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,805,744
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
90,287
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
90,287
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,370
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,370
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
88,917
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
88,917
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
88,917
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
77,671
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
77,671
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 88,917
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...... 205
b From 2020...... 0
c From 2021...... 0
d From 2022...... 13,288
e From 2023...... 1,211
f Total of lines 3a through e ........ 14,704
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 77,671
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..... 77,671
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 11,246 11,246
(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 3,458
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		3,458
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 2,247
d Excess from 2023.... 1,211
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or 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

HUMAN KIND
ATTN CONTROLLER
1903 HUMANKIND WAY
LYNCHBURG,VA245032010 		NONE PC GENERAL OPERATING 6,775

BOYS HOME INC

414 BOYS HOME ROAD
COVINGTON,VA244269510 		NONE PC GENERAL OPERATING 16,938

EPISCOPAL HIGH SCHOOL
ATTN WILLIAM H DE BUTTS
1200 N QUAKER LN
ALEXANDRIA,VA223023004 		NONE PC GENERAL OPERATING 6,775

LYNCHBURG HUMANE SOCIETY

1211 OLD GRAVES MILL RD
LYNCHBURG,VA24502 		NONE PC GENERAL OPERATING 23,713

CENTRA HEALTH FOUNDATION INC

1920 ATHERHOLT ROAD
LYNCHBURG,VA24501 		NONE PC GENERAL OPERATING 13,550
Total .................................right arrow 3a 67,751
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 38,100  
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 67,707  
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) ..   105,807  
13Total. Add line 12, columns (b), (d), and (e)..................
13
105,807
(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:
E L CARRINGTON CHARITABLE-TES TR
EIN:
54-6195899
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2024 InvestmentsCorpBondsSchedule
Name:
E L CARRINGTON CHARITABLE-TES TR
EIN:
54-6195899
Name of Bond End of Year Book Value End of Year Fair Market Value
64128K868 NEUBERGER BERMAN HIG 38,298 34,214
258620566 DOUBLELINE TOTAL RET 83,196 69,318
464287432 ISHARES 20+ YEAR TRE 11,661 11,734
464287226 ISHARES CORE US AGGR 33,035 32,569
464287440 ISHARES 7-10 YEAR TR 11,665 11,727

TY 2024 InvestmentsCorpStockSchedule
Name:
E L CARRINGTON CHARITABLE-TES TR
EIN:
54-6195899
Name of Stock End of Year Book Value End of Year Fair Market Value
023135106 AMAZON.COM INC 12,466 28,906
907818108 UNION PAC CORP 634 5,763
02079K107 ALPHABET INC CL C 633 16,248
693475105 PNC FINL SVCS GROUP 2,086 7,126
02079K305 ALPHABET INC CL A 216 5,496
22160K105 COSTCO WHOLESALE COR 1,371 9,362
92826C839 VISA INC CL A 580 12,782
037833100 APPLE INC 392 25,910
594918104 MICROSOFT CORP 2,687 41,893
91324P102 UNITEDHEALTH GROUP I    
58933Y105 MERCK & CO INC    
931142103 WALMART INC 3,730 10,760
038222105 APPLIED MATERIALS IN    
142339100 CARLISLE COS INC 2,604 6,843
74762E102 QUANTA SERVICES INC 842 7,194
09247X101 BLACKROCK INC    
46266C105 IQVIA HOLDINGS INC    
46625H100 JP MORGAN CHASE & CO 9,105 16,896
G8994E103 TRANE TECHNOLOGIES P 1,001 9,036
20825C104 CONOCOPHILLIPS    
40412C101 HCA HEALTHCARE INC 3,897 5,721
G0450A105 ARCH CAPITAL GROUP L    
032654105 ANALOG DEVICES INC    
064058100 BANK OF NEW YORK MEL 4,723 8,152
084423102 WR BERKLEY CORP 3,693 5,602
09857L108 BOOKING HOLDINGS INC 2,620 5,519
11135F101 BROADCOM INC 6,205 18,881
127387108 CADENCE DESIGN SYSTE    
169656105 CHIPOTLE MEXICAN GRI    
406216101 HALLIBURTON CO    
50212V100 LPL FINANCIAL HOLDIN 4,614 6,969
64110L106 NETFLIX INC    
67066G104 NVIDIA CORP 12,759 40,674
718546104 PHILLIPS 66 3,879 4,199
75513E101 RTX CORPORATION 6,636 10,372
92532F100 VERTEX PHARMACEUTICA 3,028 4,421
928881101 VONTIER CORP    
03073E105 CENCORA INC 6,001 7,281
07831C103 BELLRING BRANDS INC 4,897 5,225
21874C102 CORE & MAIN INC CL A 4,623 4,275
277432100 EASTMAN CHEMICAL CO 5,997 4,624
278865100 ECOLAB INC 4,135 5,844
29364G103 ENTERGY CORP 4,477 7,245
30303M102 META PLATFORMS INC C 8,004 18,130
46120E602 INTUITIVE SURGICAL I 3,281 5,523
532457108 LILLY ELI & CO 8,786 9,590
573284106 MARTIN MARIETTA MATL    
608190104 MOHAWK INDUSTRIES IN 3,884 4,024
697435105 PALO ALTO NETWORKS I 4,371 7,120
701094104 PARKER HANNIFIN CORP 4,486 5,318
743315103 PROGRESSIVE CORP 7,715 10,542
745867101 PULTE GROUP INC    
87612G101 TARGA RESOURCES 3,033 5,685
88160R101 TESLA INC 6,985 10,047
00287Y109 ABBVIE INC 3,731 3,536
040413205 ARISTA NETWORKS INC 5,587 4,505
046353108 ASTRAZENECA PLC SPON 5,362 5,098
09290D101 BLACKROCK INC 2,161 2,940
125896100 CMS ENERGY CORP 4,484 5,127
127097103 COTERRA ENERGY INC 3,871 3,671
14040H105 CAPITAL ONE FINANCIA 3,926 3,972
17275R102 CISCO SYSTEMS INC 6,345 6,304
30034W106 EVERGY INC 4,630 4,449
459200101 INTL BUSINESS MACHIN 6,579 9,326
48020Q107 JONES LANG LASALLE I 5,148 4,899
61945C103 MOSAIC CO NEW 3,788 3,939
718172109 PHILIP MORRIS INTL I 7,941 11,919
79466L302 SALESFORCE INC 4,115 3,981
81762P102 SERVICENOW INC 8,220 8,089
90138F102 TWILIO INC CL A 3,938 4,002
92343V104 VERIZON COMMUNICATIO 7,232 6,814
949746101 WELLS FARGO & CO 8,280 7,852
G5960L103 MEDTRONIC PLC 8,592 7,883

TY 2024 InvestmentsOtherSchedule2
Name:
E L CARRINGTON CHARITABLE-TES TR
EIN:
54-6195899
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
277902235 EATON VANCE ATLANTA AT COST 56,376 91,204
87283A102 T. ROWE PRICE QM US AT COST 8,393 20,099
46434V621 ISHARES CORE DIVIDEN AT COST 57,431 92,917
04314H857 ARTISAN INTERNATIONA AT COST 38,356 71,661
256210105 DODGE & COX INCOME F AT COST 244,897 234,378
30254T676 FPA CRESCENT FD AT COST 80,753 87,007
233203843 DFA US SMALL CAP POR AT COST 24,941 25,224
38147N269 GOLDMAN SACHS GQG PA AT COST 50,962 57,878
46137V357 INVESCO S&P 500 EQUA AT COST 52,456 61,751
464287507 ISHARES CORE S&P MID AT COST 34,791 43,049
46653M849 JOHCM INTERNATIONAL AT COST 56,840 75,373
543488845 LOOMIS SAYLES GROWTH AT COST 70,659 86,924
921946810 VANGUARD INTERNATION AT COST 46,431 52,810
92206C680 VANGUARD RUSSELL 100 AT COST 61,321 94,277
29444U700 EQUINIX INC AT COST 2,404 2,666
92107P889 VANECK EMERGING MARK AT COST 41,677 43,417

TY 2024 OtherDecreasesSchedule
Name:
E L CARRINGTON CHARITABLE-TES TR
EIN:
54-6195899
Description Amount
2024 TRANSACTIONS POSTED IN 2025 605


TY 2024 OtherExpensesSchedule
Name:
E L CARRINGTON CHARITABLE-TES TR
EIN:
54-6195899
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI 1,474 0   1,474
OTHER EXPENSE (NON-DEDUCTIBLE 2 2   0


TY 2024 OtherIncreasesSchedule
Name:
E L CARRINGTON CHARITABLE-TES TR
EIN:
54-6195899
Description Amount
2023 TRANSACTIONS POSTED IN 2024 631
ROUNDING 13


TY 2024 TaxesSchedule
Name:
E L CARRINGTON CHARITABLE-TES TR
EIN:
54-6195899
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 331 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,184 0   0
FOREIGN TAXES ON QUALIFIED FOR 309 309   0
FOREIGN TAXES ON NONQUALIFIED 7 7   0