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
WINIFRED S WHITE RESIDUARY TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)2711 CENTERVILLE ROAD STE 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, DE19808
A Employer identification number

75-6562316
B Telephone number (see instructions)

(302) 657-8244
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$921,223J 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... 31,954 31,954  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 141,322
b Gross sales price for all assets on line 6a 565,335
7 Capital gain net income (from Part IV, line 2)... 141,322
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
66 28  
12 Total. Add lines 1 through 11........ 173,342 173,304  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 5,300 3,975   1,325
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
2,250 0 0 2,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
10,993 10,993   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
25,389 683   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
32 32    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,964 15,683 0 3,575
25 Contributions, gifts, grants paid....... 53,560 53,560
26 Total expenses and disbursements. Add lines 24 and 25 97,524 15,683 0 57,135
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 75,818
b Net investment income (if negative, enter -0-) 157,621
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............. 13,340 108 108
2 Savings and temporary cash investments......... 40,321 43,103 43,103
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 635,126 Click to see attachment
List of Attached Documents:
// Content
721,672 		878,012
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) 688,787 764,883 921,223
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........ 688,787 764,883
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)..... 688,787 764,883
30 Total liabilities and net assets/fund balances (see instructions). 688,787 764,883
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
688,787
2
Enter amount from Part I, line 27a .....................
2
75,818
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
278
4
Add lines 1, 2, and 3 ..........................
4
764,883
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
764,883
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 44. ARBOR REALTY TRUST INC   2023-01-01 2024-01-05
b 13. HONG KONG EXCHAGES & CLEARING LIMITED -U   2023-01-01 2024-01-05
c 147. OLYMPUS CORP-SPON UNSPONSORED ADR   2023-01-01 2024-01-05
d 4. CHARTER COMMUNICATIONS INC CL A   2022-12-15 2024-02-07
e 16. CIVITAS RESOURCES INC COM   2023-11-06 2024-02-07
17. HONG KONG EXCHAGES & CLEARING LIMITED -U   2022-11-15 2024-02-07
20. LEGGETT & PLATT INC   2024-01-05 2024-02-07
92. MEDICAL PROPERTIES TR INC (REIT)   2023-10-06 2024-02-07
37. PFIZER INC   2024-01-05 2024-02-07
31. TFS FINANCIAL CORP   2024-01-05 2024-02-07
103. CAPITAL GROUP GROWTH ETF   2023-10-30 2024-02-26
31. FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND (   2023-06-20 2024-02-26
323. ISHARES ISHARES BROAD USD INV GR CORP BD   2023-08-15 2024-02-26
705. ISHARES U.S. TREASURY BOND (MKT)   2023-06-20 2024-02-26
457. ISHARES TREASURY FLOATING RATE BOND ETF   2023-08-15 2024-02-26
852. SPDR SERIES LONG TERM TREASURY   2023-08-15 2024-02-26
.032 HEALTHPEAK PPTYS INC COM   2023-11-06 2024-03-01
27. SPLUNK INC   2022-12-29 2024-03-18
.25 SOLVENTUM   2023-07-06 2024-04-01
.294 EXXON MOBIL CORP   2023-10-06 2024-05-03
33. ISHARES TR MULTIFACTOR INTL   2023-06-20 2024-05-28
86. WISDOMTREE EMERGING MARKETS HIGH DIV ETF   2023-06-20 2024-05-28
383. DIMENSIONAL INTL CORE EQUITY 2 ETF   2023-06-20 2024-06-24
324. ISHARES TREASURY FLOATING RATE BOND ETF   2023-08-15 2024-06-24
290. HARTFORD DISCIPLINED US HARTFORD MULTIFACTOR DEVELOPED MKTS ETF   2023-06-20 2024-06-24
160. SPDR DOUBLELINE TOTAL RETURN TACT ETF   2023-06-20 2024-06-24
46. AIRBUS SE ADR   2023-03-07 2024-07-08
30. AMADEUS IT GROUP, S.A.   2020-04-29 2024-07-08
11. BECTON DICKINSON & CO   2023-03-28 2024-07-08
80. BRAMBLES LIMITED BRAMBLES LTD SPONSORED   2023-02-28 2024-07-08
33. COMPUTERSHARE LTD SPONS ADR   2022-11-09 2024-07-08
140. DEUTSCHE TELEKOM AG SPON ADR   2022-11-18 2024-07-08
10. DOMINION RESOURCES INC COM   2024-05-15 2024-07-08
832. HALEON PLC SPON ADS   2022-12-05 2024-07-08
249. HAWAIIAN ELECTRIC INDUSTRIES INC   2023-10-06 2024-07-08
135. INDUSTRIA DE DISENO TEXTIL, S.A. ADR   2023-03-30 2024-07-08
143. INTEL CORP   2023-05-04 2024-07-08
34. INTESA SANPAOLO SPA ADR   2023-01-05 2024-07-08
133. LONDON STK EXCHANGE GROUP ADR   2023-03-17 2024-07-08
263. MEDICAL PROPERTIES TR INC (REIT)   2023-11-06 2024-07-08
42. NESTLE SA ADR   2021-03-01 2024-07-08
6. NIKE INC CL B   2022-10-14 2024-07-08
64. NOVO NORDISK A S ADR   2022-11-08 2024-07-08
179. RECRUIT HOLDINGS CO LTD   2022-12-29 2024-07-08
63. RELX PLC SPONSORED ADR   2022-11-16 2024-07-08
65. SAFRAN S A SPON ADR   2023-05-08 2024-07-08
22. SAP AG ADR   2023-04-26 2024-07-08
6. SHOPIFY INC CL A   2023-02-02 2024-07-08
6.75 SOLVENTUM   2023-11-06 2024-07-08
1.25 SOLVENTUM   2023-07-06 2024-07-08
33. SONY GROUP CORP SPON ADR   2023-03-07 2024-07-08
28. STARWOOD PROPERTY TRUST INC (REIT)   2024-01-05 2024-07-08
40. STRAUMANN HLDG AG ADR   2023-02-27 2024-07-08
21. TOKYO ELECTRON LTD ADR   2023-05-09 2024-07-08
2. ACCENTURE PLC IRELAND SHS CLASS A   2022-12-02 2024-07-08
56. ALCON INC ORD SHS   2022-09-20 2024-07-08
10. ASML HOLDING NV N Y REGISTRY SHS ADR   2022-11-08 2024-07-08
230. INTEL CORP   2023-05-04 2024-08-05
874. CAPITAL GROUP GROWTH ETF   2024-07-26 2024-09-12
24. ISHARES CORE TOTAL USD BOND MARKET   2024-07-26 2024-09-12
200. ISHARES EDGE HIGH YIELD DEFENSIVE BD ETF   2024-07-26 2024-09-12
75. HARTFORD DISCIPLINED US HARTFORD MULTIFACTOR DEVELOPED MKTS ETF   2024-07-26 2024-09-12
587. HARTFORD DISCIPLINED US HARTFORD MULTIFACTOR DEVELOPED MKTS ETF   2023-06-20 2024-09-12
29. SPDR DOUBLELINE TOTAL RETURN TACT ETF   2023-06-20 2024-09-12
164. SPDR RUSSELL 1000 YIELD ETF   2023-08-15 2024-09-12
54. SCHWAB SCHWAB US TIPS ETFT (MKT)   2024-07-26 2024-09-12
308. SCHWAB SCHWAB US TIPS ETFT (MKT)   2023-08-15 2024-09-12
197. WISDOMTREE EMERGING MARKETS HIGH DIV ETF   2024-06-24 2024-09-12
77. AMAZON.COM INC   2022-12-29 2024-10-04
10. CHARTER COMMUNICATIONS INC CL A   2012-06-04 2024-10-04
11. META PLATFORMS INC CL A   2022-12-02 2024-10-04
23. INNOVATIVE INDL PPTYS INC CL A   2023-08-08 2024-10-04
4. MARSH & MCLENNAN COS INC   2023-02-01 2024-10-04
9. MCKESSON CORP COM   2023-03-28 2024-10-04
15. NETFLIX INC   2022-12-29 2024-10-04
42. NVIDIA CORP COM   2022-10-31 2024-10-04
79. SCHWAB CHARLES CORP   2023-04-19 2024-10-04
1. SHERWIN WILLIAMS CO COM   2022-11-15 2024-10-04
12. TEXAS PACIFIC LAND CORPORATION COM   2023-07-06 2024-10-04
7. THERMO FISHER SCIENTIFIC INC   2009-05-14 2024-10-04
5. 3M CO   2023-07-06 2024-10-04
66. US BANCORP   2012-06-04 2024-10-04
218. VERTIV HOLDINGS LLC COM   2022-12-29 2024-10-04
21. VISA INC CLASS A SHARES   2010-05-26 2024-10-04
1. ADOBE SYSTEMS INC   2022-12-20 2024-10-31
33. ALPHABET INC CAP STK CL A   2022-10-05 2024-10-31
3. APPLE COMPUTER INC   2023-04-12 2024-10-31
15. META PLATFORMS INC CL A   2022-12-02 2024-10-31
30. FIRST HAWAIIAN INC COM   2023-10-06 2024-10-31
26. FOOT LOCKER INC   2023-10-06 2024-10-31
65. INNOVATIVE INDL PPTYS INC CL A   2023-10-06 2024-10-31
19. LVMH MOET HENNESSY LOUIS VUITTON SA ADR   2018-03-12 2024-10-31
5. LILLY ELI & CO   2023-03-06 2024-10-31
15. MARSH & MCLENNAN COS INC   2023-01-12 2024-10-31
6. MICROSOFT CORP   2022-12-20 2024-10-31
24. SHERWIN WILLIAMS CO COM   2023-05-09 2024-10-31
6. STRYKER CORP   2022-09-14 2024-10-31
8. TESLA INC COM   2023-01-23 2024-10-31
1. 3M CO   2023-07-06 2024-10-31
12. WORKDAY INC COM   2022-12-29 2024-10-31
42. HERSHEY CO   2024-10-04 2024-11-08
12. MANPOWER INC COM   2024-10-04 2024-11-08
53. VERIZON COMMUNICATIONS   2024-10-04 2024-11-08
119. WESTERN UNION CO   2024-10-04 2024-11-08
311. ISHARES ISHARES REAL ESTATE 50 (MKT)   2024-09-12 2024-11-21
209. ISHARES CORE TOTAL USD BOND MARKET   2024-07-26 2024-11-21
394. ISHARES CORE TOTAL USD BOND MARKET   2023-06-20 2024-11-21
.65 CONOCOPHILLIPS COM   2024-07-08 2024-11-25
313. PFIZER INC   2024-10-04 2024-12-05
487. WESTERN UNION CO   2024-10-04 2024-12-05
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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 642   720 -78
b 425   506 -81
c 2,062   2,833 -771
d 1,137   1,290 -153
e 983   1,185 -202
526   568 -42
459   512 -53
299   477 -178
1,013   1,084 -71
399   442 -43
3,174   2,445 729
2,105   1,808 297
16,224   15,801 423
15,899   16,229 -330
23,149   23,140 9
23,441   23,665 -224
1   1  
4,239   1,906 2,333
17   16 1
34   30 4
1,001   883 118
3,824   3,392 432
10,098   9,392 706
16,400   16,405 -5
8,201   7,805 396
6,387   6,476 -89
1,689   1,185 504
2,031   1,445 586
2,487   2,562 -75
1,504   1,346 158
590   546 44
3,617   2,626 991
493   531 -38
7,080   5,953 1,127
1,921   2,936 -1,015
3,328   2,008 1,320
4,857   4,603 254
786   494 292
4,012   1,355 2,657
1,086   1,279 -193
4,341   1,257 3,084
440   530 -90
9,161   940 8,221
2,002   1,149 853
2,905   1,679 1,226
3,615   2,360 1,255
4,462   2,614 1,848
402   327 75
336   395 -59
62   79 -17
2,855   2,679 176
533   582 -49
523   497 26
2,388   1,220 1,168
596   576 20
5,009   3,281 1,728
10,800   1,691 9,109
4,658   6,330 -1,672
29,086   23,820 5,266
1,132   1,098 34
9,499   9,308 191
2,244   2,146 98
17,563   15,798 1,765
1,203   1,174 29
17,840   15,769 2,071
2,882   2,826 56
16,438   15,794 644
8,374   8,725 -351
14,255   2,184 12,071
3,245   796 2,449
6,483   1,549 4,934
3,043   1,858 1,185
888   704 184
4,343   3,191 1,152
10,741   4,415 6,326
5,218   361 4,857
5,119   2,141 2,978
369   241 128
11,707   5,247 6,460
4,189   249 3,940
674   403 271
2,948   1,985 963
22,560   2,895 19,665
5,785   390 5,395
479   338 141
5,672   3,314 2,358
681   483 198
8,475   1,740 6,735
753   539 214
601   514 87
8,550   4,923 3,627
2,519   1,158 1,361
4,196   1,578 2,618
3,299   2,381 918
2,451   1,643 808
8,628   5,518 3,110
2,160   1,269 891
2,007   1,244 763
129   81 48
2,842   2,024 818
7,336   8,039 -703
775   852 -77
2,148   2,337 -189
1,273   1,401 -128
18,989   19,212 -223
9,518   9,562 -44
17,943   17,949 -6
73   72 1
7,952   8,974 -1,022
5,295   5,735 -440
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      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
      55
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       -78
b       -81
c       -771
d       -153
e       -202
      -42
      -53
      -178
      -71
      -43
      729
      297
      423
      -330
      9
      -224
       
      2,333
      1
      4
      118
      432
      706
      -5
      396
      -89
      504
      586
      -75
      158
      44
      991
      -38
      1,127
      -1,015
      1,320
      254
      292
      2,657
      -193
      3,084
      -90
      8,221
      853
      1,226
      1,255
      1,848
      75
      -59
      -17
      176
      -49
      26
      1,168
      20
      1,728
      9,109
      -1,672
      5,266
      34
      191
      98
      1,765
      29
      2,071
      56
      644
      -351
      12,071
      2,449
      4,934
      1,185
      184
      1,152
      6,326
      4,857
      2,978
      128
      6,460
      3,940
      271
      963
      19,665
      5,395
      141
      2,358
      198
      6,735
      214
      87
      3,627
      1,361
      2,618
      918
      808
      3,110
      891
      763
      48
      818
      -703
      -77
      -189
      -128
      -223
      -44
      -6
      1
      -1,022
      -440
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 141,322
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 2,191
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,191
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 20,505
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a  
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 0
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  
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 arrowMO, DE
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 arrowARDEN TRUST COMPANY Telephone no.right arrow (302) 657-8244

Located atright arrow2711 CENTERVILLE RD STE 200WILMINGTONDE ZIP+4right arrow19808
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
ARDEN TRUST COMPANY TRUSTEE
1 		5,300    
2711 CENTERVILLE RD STE200
WILMINGTON,DE19808
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
906,979
b
Average of monthly cash balances.......................
1b
46,704
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
953,683
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
953,683
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
14,305
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
939,378
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
46,969
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
46,969
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
46,969
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
46,969
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
46,969
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
57,135
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
57,135
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 46,969
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 43,621
b Total for prior years:2022, 20, 20 10,239
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$ 57,135
a Applied to 2023, but not more than line 2a 43,621
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		10,239
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 3,275
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 .......... 		43,694
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

NATIONAL AUDUBON SOCIETY INC
ATTN ROSE TESONE
225 VARICK STR
NEW YORK,NY10014 		NONE PC GENERAL CHARITABLE 8,034

FRIENDS OF THE EARTH
ATTN JULIE DYER
1100 15TH STREET NW 11TH FLOOR
WASHINGTON,DC20005 		NONE PC GENERAL CHARITABLE 8,034

UNIVERSITY OF MICHIGAN
ATTN PLANNED GIFT SERVICES
3003 S STATE ST STE 9000
ANN ARBOR,MI481091288 		NONE PC GENERAL CHARITABLE 2,678

THE WILDERNESS SOCIETY
PLANNED GIVING
1801 PENNSYLVANIA AVE NW
WASHINGTON,DC20006 		NONE PC GENERAL CHARITABLE 8,034

THE NATURE CONSERVANCY
ATTN GIFT ADMINISTRATION
4245 N FAIRFAX DRIVE
ARLINGTON,VA222031606 		NONE PC GENERAL CHARITABLE 8,034

DELTA KAPPA GAMMA SOCIETY INT'L

12710 RESEARCH BLVD 230
AUSTIN,TX787594395 		NONE PC GENERAL CHARITABLE 5,356

DELTA KAPPA GAMMA EDUCATIONAL

12710 RESEARCH BLVD 230
AUSTIN,TX787594395 		NONE PC GENERAL CHARITABLE 5,356

THE SIERRA CLUB FOUNDATION

85 SECOND STREET SUITE 750
SAN FRANCISCO,CA94105 		NONE PC GENERAL CHARITABLE 8,034
Total .................................right arrow 3a 53,560
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 31,954  
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 ............ 		    18 141,322  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 38  
bSECTION 897 CAPITA     1 28  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   173,342  
13Total. Add line 12, columns (b), (d), and (e)..................
13
173,342
(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:
WINIFRED S WHITE RESIDUARY TRUST
EIN:
75-6562316
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,250     2,250

TY 2024 InvestmentsOtherSchedule2
Name:
WINIFRED S WHITE RESIDUARY TRUST
EIN:
75-6562316
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SEE ATTACHED AT COST 721,672 878,012
SEE ATTACHED      
00724F101 ADOBE SYS INC      
009279100 AIRBUS SE      
02079K305 ALPHABET INCORPORATI      
02263T104 AMADEUS IT GROUP SA      
023135106 AMAZON COM INC      
036752103 ANTHEM INC      
037833100 APPLE INC      
038923108 ARBOR REALTY TRUST I      
075887109 BECTON DICKINSON AND      
105105209 BRAMBLES LTD      
128030202 CAL-MAINE FOODS INC      
14020G101 CAPITAL GROUP GROWTH      
16119P108 CHARTER COMMUNICATIO      
17888H103 CIVITAS RESOURCES IN      
20557R105 COMPUTERSHARE LTD SP      
251566105 DEUTSCHE TELEKOM AG      
25434V799 DIMENSIONAL INTL COR      
30303M102 FACEBOOK INC CL-A      
32051X108 FIRST HAWAIIAN INC      
33738R118 FIRST TRUST NASDAQ T      
344849104 FOOT LOCKER INC      
36467J108 GAMING AND LEISURE P      
405552100 HALEON PLC SPON ADS      
419870100 HAWAIIAN ELECTRIC IN      
437076102 HOME DEPOT INC/THE      
43858F109 HONG KONG EXCHANGES      
455793109 INDUSTRIA DE DISENO      
45781V101 INNOVATIVE INDL PPTY      
458140100 INTEL CORP      
46115H107 INTESA SANPAOLO SPA      
464288620 ISHARES LEHMAN CREDI      
46429B267 ISHARES US TREASURY      
46434V274 ISHARES TR MULTIFACT      
46434V613 ISHARES CORE TOTAL U      
46434V860 ISHARES TREASURY FLO      
47103U852 JANUS HEDERSON MIG B      
502441306 LVMH MOET HENNESSY L      
512807108 LAM RESH CORP      
518416102 HARTFORD MULTI GLOBA      
532457108 ELI LILLY & CO      
54211N101 LONDON STOCK EXCHANG      
571748102 MARSH & MCLENNAN COS      
58155Q103 MCKESSON CORP      
58463J304 MEDICAL PROPERTIES T      
594918104 MICROSOFT CORP      
641069406 NESTLE SA      
64110L106 NETFLIX INC      
654106103 NIKE INC B      
670100205 NOVO-NORDISK A S ADR      
67066G104 NVIDIA CORP      
68163W208 OLYMPUS CORP-SPON U      
71943U104 PHYSICIANS REALTY TR      
723787107 PIONEER NAT RES CO      
75629J101 RECRUIT HOLDINGS CO      
759530108 RELX PLC      
78464A664 SPDR PORTFOLIO LONG      
78467V848 SPDR DOUBLELINE TOTA      
78468R770 SPDR RUSSELL 1000 YI      
786584102 SAFRAN SA      
803054204 SAP SE      
808513105 CHARLES SCHWAB CORP/      
808524870 SCHWAB US TIPS ETF      
824348106 SHERWIN WILLIAMS CO      
82509L107 SHOPIFY INC CL A      
835699307 SONY CORP      
848637104 SPLUNK INC      
86317T103 STRAUMANN HLDG AG AD      
863667101 STRYKER CORP      
87240R107 TFS FINANCIAL CORP      
88160R101 TESLA MOTORS INC      
88262P102 TEXAS PACIFIC LAND C      
883556102 THERMO FISHER SCIENT      
88579Y101 3M CO      
889110102 TOKYO ELECTRON LTD U      
902973304 US BANCORP DEL NEW      
91324P102 UNITEDHEALTH GROUP I      
922908611 VANGUARD SMALL-CAP V      
92537N108 VERTIV HOLDINGS LLC      
92826C839 VISA INC      
97717W315 WISDOMTREE TRUST EMR      
98138H101 WORKDAY INC CL A      
G1151C101 ACCENTURE LTD CLASS      
H01301128 ALCON INC ORD SHS      
N07059210 ASMLD HOLDINGS NV      

TY 2024 OtherExpensesSchedule
Name:
WINIFRED S WHITE RESIDUARY TRUST
EIN:
75-6562316
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 32 32   0


TY 2024 OtherIncomeSchedule2
Name:
WINIFRED S WHITE RESIDUARY TRUST
EIN:
75-6562316
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 38 0  
SECTION 897 CAPITAL GAIN 28 28  


TY 2024 OtherIncreasesSchedule
Name:
WINIFRED S WHITE RESIDUARY TRUST
EIN:
75-6562316
Description Amount
MUTUAL FUND TIMING DIFFERENCE 61
RETURN OF CAPITAL 217


TY 2024 OtherProfessionalFeesSchedule
Name:
WINIFRED S WHITE RESIDUARY TRUST
EIN:
75-6562316
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 10,993 10,993    


TY 2024 TaxesSchedule
Name:
WINIFRED S WHITE RESIDUARY TRUST
EIN:
75-6562316
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 141 141   0
STATE INCOME TAXES - PRINCIPAL 4,268 0   0
OTHER TAXES (NOT SUBJECT TO $1 41 0   0
FEDERAL TAX PAYMENT - PRIOR YE 20,397 0   0
FOREIGN TAXES ON QUALIFIED FOR 406 406   0
FOREIGN TAXES ON NONQUALIFIED 136 136   0