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
TOM AND JUDY LOVE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 24540
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OKLAHOMA CITY, OK73124
A Employer identification number

46-3640241
B Telephone number (see instructions)

(405) 847-5445
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$23,224,499
J 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) 209,278
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,157 2,157  
4 Dividends and interest from securities... 419,141 419,141  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 924,315
b Gross sales price for all assets on line 6a 2,721,883
7 Capital gain net income (from Part IV, line 2)... 924,315
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 119 119  
12 Total. Add lines 1 through 11........ 1,555,010 1,345,732  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 137,790 137,790   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 24,662 24,662   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 2,597 2,597   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 165,049 165,049   0
25 Contributions, gifts, grants paid....... 252,000 252,000
26 Total expenses and disbursements. Add lines 24 and 25 417,049 165,049   252,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,137,961
b Net investment income (if negative, enter -0-) 1,180,683
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 30,937 80,109 80,109
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 12,461,219 Click to see attachment
List of Attached Documents:
// Content
12,622,525
12,622,525
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).......... 8,475,222 Click to see attachment
List of Attached Documents:
// Content
10,519,652
10,519,652
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
4,533
Click to see attachment
List of Attached Documents:
// Content
2,213
Click to see attachment
List of Attached Documents:
// Content
2,213
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,971,911 23,224,499 23,224,499
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 20,971,911 23,224,499
29 Total net assets or fund balances (see instructions)..... 20,971,911 23,224,499
30 Total liabilities and net assets/fund balances (see instructions). 20,971,911 23,224,499
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
20,971,911
2
Enter amount from Part I, line 27a .....................
2
1,137,961
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,114,627
4
Add lines 1, 2, and 3 ..........................
4
23,224,499
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
23,224,499
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 ADVANCED DRAINAGE SYSTEM INC COM   2023-10-25 2024-02-08
b AKRE FOCUS FUND-SUPRA INST   2016-06-03 2024-02-01
c AMN HEALTHCARE SERVICES INC COM   2023-10-25 2024-11-08
d AMN HEALTHCARE SERVICES INC COM   2023-10-25 2024-11-11
e AO SMITH CORP COM STK   2019-08-07 2024-01-09
AO SMITH CORP COM STK   2019-12-10 2024-01-09
AO SMITH CORP COM STK   2019-08-08 2024-01-09
AO SMITH CORP COM STK   2019-08-14 2024-01-09
AO SMITH CORP COM STK   2019-08-06 2024-01-09
AO SMITH CORP COM STK   2019-08-05 2024-01-09
ARISTA NETWORKS INC COM STK   2023-10-25 2024-06-27
ARISTA NETWORKS INC COM STK   2023-10-25 2024-01-02
ARISTA NETWORKS INC COM STK   2023-10-25 2024-02-23
ASPEN TECHNOLOGY, INC. COM STK   2023-10-25 2024-11-19
ASPEN TECHNOLOGY, INC. COM STK   2024-10-17 2024-11-19
BBH PARTNER FUND - SMALL CAP   2021-07-08 2024-08-15
BBH PARTNER FUND - SMALL CAP   2021-07-08 2024-08-08
BBH PARTNER FUND - SMALL CAP   2021-07-08 2024-09-12
BBH PARTNER FUND - SMALL CAP   2021-07-08 2024-07-26
BBH PARTNER FUND - SMALL CAP   2021-07-08 2024-08-22
BBH PARTNER FUND - SMALL CAP   2021-07-08 2024-08-01
BBH WEALTH STRATEGIES LLC - ALTAROCK PARTNER SERIES K-1 LINE 8 P    
BBH WEALTH STRATEGIES LLC - ALTAROCK PARTNER SERIES K-1 LINE 9A P    
BBH WEALTH STRATEGIES LLC - BARES MID-LARGE CAP SERIES K-1 LINE 8 P    
BBH WEALTH STRATEGIES LLC - BARES MID-LARGE CAP SERIES K-1 LINE 9A P    
BBH WEALTH STRATEGIES LLC - BOWIE GLOBAL EQUITY SERIES K-1 LINE 8 P    
BBH WEALTH STRATEGIES LLC - SELECT EQUITY SERIES K-1 LINE 8 P    
BBH WEALTH STRATEGIES LLC - SELECT EQUITY SERIES K-1 LINE 9A P    
BBH WEALTH STRATEGIES, LLC - MAKAIRA PARTNERS SERIES K-1 LINE 8 P    
BBH WEALTH STRATEGIES, LLC - MAKAIRA PARTNERS SERIES K-1 LINE 9A P    
BBH WEALTH STRATEGIES, LLC - TRINITY STREET INTERNATIONAL K-1 LINE 8 P    
BBH WEALTH STRATEGIES, LLC - TRINITY STREET INTERNATIONAL K-1 LINE 9A P    
BBH WEALTH STRATEGIES, LLC - VALLEY FORGE LARGE CAP EQUITY SERIE K-1 LINE 8 P    
BBH WEALTH STRATEGIES, LLC - VALLEY FORGE LARGE CAP EQUITY SERIE K-1 LINE 9A P    
BBH WEALTH STRATEGIES, LLC-GQG PARTNERS EMERGING MARKETS K-1 LINE 8 P    
BBH WEALTH STRATEGIES, LLC-GQG PARTNERS EMERGING MARKETS K-1 LINE 9A P    
BERKSHIRE HATHAWAY INC-CL B   2016-01-21 2024-10-31
BERKSHIRE HATHAWAY INC-CL B   2016-01-21 2024-09-30
BERKSHIRE HATHAWAY INC-CL B   2019-08-21 2024-08-29
BERKSHIRE HATHAWAY INC-CL B   2016-01-21 2024-08-29
BERKSHIRE HATHAWAY INC-CL B   2016-01-21 2024-11-15
BERKSHIRE HATHAWAY INC-CL B   2019-08-21 2024-04-04
BOOKING HOLDINGS INC COM STK   2019-11-08 2024-11-15
BOOKING HOLDINGS INC COM STK   2019-08-05 2024-11-15
BOOKING HOLDINGS INC COM STK   2020-01-31 2024-11-15
CELANESE CORP COM STK   2012-07-25 2024-01-09
CELANESE CORP COM STK   2021-09-24 2024-01-09
CELANESE CORP COM STK   2021-09-21 2024-01-09
CELANESE CORP COM STK   2012-04-11 2024-01-09
CLARKSTON FOUNDERS FUND -   2023-10-25 2024-02-27
CLARKSTON SERIES TRUST CLARKSTON   2018-01-03 2024-02-27
CLARKSTON SERIES TRUST CLARKSTON   2018-02-01 2024-02-27
CLARKSTON SERIES TRUST CLARKSTON   2018-01-25 2024-02-27
CLARKSTON SERIES TRUST CLARKSTON   2016-06-03 2024-02-27
CLARKSTON SERIES TRUST CLARKSTON   2020-05-15 2024-02-27
CLARKSTON SERIES TRUST CLARKSTON   2019-08-20 2024-02-27
CLARKSTON SERIES TRUST CLARKSTON   2018-02-16 2024-02-27
COPART INC COM STK   2019-01-17 2024-05-09
COPART INC COM STK   2018-12-20 2024-05-13
COPART INC COM STK   2018-12-20 2024-05-10
COPART INC COM STK   2018-10-10 2024-05-08
COPART INC COM STK   2018-12-20 2024-05-09
COPART INC COM STK   2018-12-04 2024-05-08
COPART INC COM STK   2019-01-17 2024-05-08
COPART INC COM STK   2018-12-20 2024-05-17
COPART INC COM STK   2018-12-20 2024-05-16
COPART INC COM STK   2018-12-20 2024-05-15
COPART INC COM STK   2018-12-20 2024-05-14
COPART INC COM STK   2018-12-20 2024-05-17
CROWN HOLDINGS INC COM   2023-10-25 2024-05-31
CROWN HOLDINGS INC COM   2023-10-25 2024-11-19
DIAGEO PLC- SPONSORED ADR   2013-12-06 2024-07-19
DIAGEO PLC- SPONSORED ADR   2020-03-09 2024-07-19
DIAGEO PLC- SPONSORED ADR   2015-08-24 2024-07-30
DIAGEO PLC- SPONSORED ADR   2009-10-14 2024-07-30
DIAGEO PLC- SPONSORED ADR   2013-12-30 2024-07-19
DIAGEO PLC- SPONSORED ADR   2015-09-08 2024-07-24
DIAGEO PLC- SPONSORED ADR   2015-09-08 2024-07-22
DIAGEO PLC- SPONSORED ADR   2020-03-12 2024-07-19
DIAGEO PLC- SPONSORED ADR   2016-11-29 2024-07-24
DIAGEO PLC- SPONSORED ADR   2010-02-26 2024-07-30
DIAGEO PLC- SPONSORED ADR   2015-09-08 2024-07-23
DIAGEO PLC- SPONSORED ADR   2020-03-12 2024-07-22
DOLLAR GENERAL CORP COM STK   2022-01-14 2024-02-01
DOLLAR GENERAL CORP COM STK   2018-12-04 2024-02-01
DOLLAR GENERAL CORP COM STK   2018-10-03 2024-02-01
DOLLAR GENERAL CORP COM STK   2018-08-30 2024-02-01
ENTEGRIS INC COM STK   2023-10-25 2024-01-22
ENTEGRIS INC COM STK   2023-10-25 2024-01-02
GQG PART EMERG MKTS EQ-INST   2019-08-20 2024-02-01
GQG PART EMERG MKTS EQ-INST   2022-03-29 2024-02-01
GRACO INC COMMON STOCK   2022-08-19 2024-01-09
GRACO INC COMMON STOCK   2021-01-28 2024-01-09
GRACO INC COMMON STOCK   2022-08-15 2024-01-09
GRACO INC COMMON STOCK   2020-12-16 2024-01-09
GRACO INC COMMON STOCK   2020-12-09 2024-01-09
GRACO INC COMMON STOCK   2020-12-10 2024-01-09
GRACO INC COMMON STOCK   2020-12-11 2024-01-09
GRACO INC COMMON STOCK   2021-01-29 2024-01-09
GUIDEWIRE SOFTWARE INC COM STK   2023-10-25 2024-06-12
GUIDEWIRE SOFTWARE INC COM STK   2023-10-25 2024-02-09
HEICO CORP CL A   2023-10-25 2024-06-14
HEICO CORP CL A   2024-10-17 2024-11-18
NESTLE S A SPONS ADR   2009-08-05 2024-07-25
NESTLE S A SPONS ADR   2013-12-06 2024-07-24
NESTLE S A SPONS ADR   2013-12-06 2024-07-25
NESTLE S A SPONS ADR   2018-11-29 2024-07-19
NESTLE S A SPONS ADR   2013-12-30 2024-07-22
NESTLE S A SPONS ADR   2013-12-06 2024-07-22
NESTLE S A SPONS ADR   2018-10-25 2024-07-19
NESTLE S A SPONS ADR   2013-12-06 2024-07-23
NESTLE S A SPONS ADR   2018-11-14 2024-07-22
NESTLE S A SPONS ADR   2018-11-14 2024-07-19
NVR INC COM STK   2023-10-25 2024-03-28
NVR INC COM STK   2023-10-25 2024-04-15
PROGRESSIVE CORP OHIO   2020-05-26 2024-08-09
PROGRESSIVE CORP OHIO   2020-05-13 2024-08-12
PROGRESSIVE CORP OHIO   2020-05-13 2024-10-31
PROGRESSIVE CORP OHIO   2020-05-13 2024-08-22
PROGRESSIVE CORP OHIO   2020-05-21 2024-08-09
PROGRESSIVE CORP OHIO   2020-05-13 2024-08-09
PROGRESSIVE CORP OHIO   2020-05-13 2024-11-15
TAKE-TWO INTERACTIVE SOFTWRE COM   2023-10-25 2024-01-22
VULCAN MATERIALS CO   2023-10-25 2024-03-01
WATSCO INC COM STK   2023-10-25 2024-05-20
WATSCO INC COM STK   2023-10-25 2024-01-02
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 7,376   5,037 2,339
b 151,879   59,051 92,828
c 5,243   13,128 -7,885
d 4,911   13,128 -8,217
e 2,309   1,307 1,002
796   453 343
80   45 35
1,274   716 558
956   533 423
2,309   1,259 1,050
3,480   1,919 1,561
10,379   8,633 1,746
3,209   2,302 907
9,617   6,944 2,673
18,495   17,684 811
24,423   33,503 -9,080
15,860   21,579 -5,719
4,565   6,174 -1,609
7,288   9,201 -1,913
10,991   15,098 -4,107
7,320   9,445 -2,125
      -5,570
      102,568
      -2,815
      -111,792
      -2,655
      -1,380
      16,340
      -4,118
      27,569
      21,050
      57,355
      173
      88,155
      15,858
      70,786
13,624   3,801 9,823
7,767   2,154 5,613
83,596   35,720 47,876
14,945   4,054 10,891
19,243   5,194 14,049
46,210   21,951 24,259
4,967   1,874 3,093
79,473   28,731 50,742
4,967   1,826 3,141
7,371   1,858 5,513
737   766 -29
737   730 7
147   45 102
287,051   250,000 37,051
167,976   149,292 18,684
359,272   319,310 39,962
358,186   318,344 39,842
72,134   54,030 18,104
62,609   47,000 15,609
25   21 4
361,465   321,258 40,207
2,157   478 1,679
11,436   2,472 8,964
9,762   2,095 7,667
2,651   606 2,045
7,025   1,495 5,530
3,314   754 2,560
1,160   257 903
2,159   471 1,688
11,145   2,401 8,744
11,668   2,496 9,172
11,185   2,437 8,748
8,311   1,813 6,498
6,208   5,997 211
1,789   1,621 168
7,068   6,940 128
3,984   4,256 -272
1,869   1,526 343
623   308 315
1,928   1,967 -39
3,877   3,165 712
6,342   5,170 1,172
14,394   13,586 808
1,938   1,562 376
2,990   1,556 1,434
5,912   4,854 1,058
5,436   5,095 341
268   431 -163
2,008   1,564 444
669   526 143
536   421 115
2,658   1,971 687
8,689   6,810 1,879
39,228   30,418 8,810
8,483   8,000 483
749   633 116
1,747   1,488 259
166   141 25
832   702 130
999   814 185
999   819 180
915   767 148
831   695 136
2,697   1,776 921
8,252   6,217 2,035
6,412   4,545 1,867
209   207 2
3,715   1,522 2,193
5,893   4,092 1,801
2,410   1,754 656
8,404   6,848 1,556
7,955   5,519 2,436
318   219 99
23,636   18,936 4,700
6,002   4,165 1,837
3,500   2,756 744
17,017   13,527 3,490
8,093   5,354 2,739
7,793   5,354 2,439
662   223 439
7,142   2,329 4,813
14,197   4,221 9,976
9,800   2,984 6,816
4,412   1,482 2,930
61,320   20,233 41,087
24,764   7,060 17,704
8,866   7,664 1,202
5,352   4,079 1,273
2,905   2,078 827
8,787   7,272 1,515
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       2,339
b       92,828
c       -7,885
d       -8,217
e       1,002
      343
      35
      558
      423
      1,050
      1,561
      1,746
      907
      2,673
      811
      -9,080
      -5,719
      -1,609
      -1,913
      -4,107
      -2,125
      -5,570
      102,568
      -2,815
      -111,792
      -2,655
      -1,380
      16,340
      -4,118
      27,569
      21,050
      57,355
      173
      88,155
      15,858
      70,786
      9,823
      5,613
      47,876
      10,891
      14,049
      24,259
      3,093
      50,742
      3,141
      5,513
      -29
      7
      102
      37,051
      18,684
      39,962
      39,842
      18,104
      15,609
      4
      40,207
      1,679
      8,964
      7,667
      2,045
      5,530
      2,560
      903
      1,688
      8,744
      9,172
      8,748
      6,498
      211
      168
      128
      -272
      343
      315
      -39
      712
      1,172
      808
      376
      1,434
      1,058
      341
      -163
      444
      143
      115
      687
      1,879
      8,810
      483
      116
      259
      25
      130
      185
      180
      148
      136
      921
      2,035
      1,867
      2
      2,193
      1,801
      656
      1,556
      2,436
      99
      4,700
      1,837
      744
      3,490
      2,739
      2,439
      439
      4,813
      9,976
      6,816
      2,930
      41,087
      17,704
      1,202
      1,273
      827
      1,515
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 2 924,315
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 16,411
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 16,411
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 16,411
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 33,265
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 33,265
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 16,854
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow16,854 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOK
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 arrowTOM AND JUDY LOVE FOUNDATION Telephone no.right arrow (405) 847-5445

Located atright arrow10601 N PENNSYLVANIA AVENUEOKLAHOMA CITYOK ZIP+4right arrow73120
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
GREGORY M LOVE VICE PRESIDENT / DIRECTOR
0.00
0 0 0
PO BOX 24540
OKLAHOMA CITY,OK73124
SPENCER W HAINES TREASURER
0.00
0 0 0
PO BOX 24540
OKLAHOMA CITY,OK73124
EMILY BUNTING SECRETARY
0.00
0 0 0
PO BOX 24540
OKLAHOMA CITY,OK73124
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 arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
22,463,131
b
Average of monthly cash balances.......................
1b
50,325
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
22,513,456
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
22,513,456
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
337,702
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
22,175,754
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,108,788
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,108,788
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
16,411
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
16,411
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,092,377
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,092,377
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,092,377
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
252,000
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
252,000
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,092,377
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...... 1,041,531
b From 2020...... 5,113,429
c From 2021...... 3,101,727
d From 2022...... 1,744,534
e From 2023...... 1,492,998
f Total of lines 3a through e ........ 12,494,219
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 252,000
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..... 252,000
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 840,377 840,377
(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 11,653,842
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) ...
201,154
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
11,452,688
10 Analysis of line 9:
a Excess from 2020.... 5,113,429
b Excess from 2021.... 3,101,727
c Excess from 2022.... 1,744,534
d Excess from 2023.... 1,492,998
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).)
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

BISHOP MCGUINNESS CATHOLIC HIGH SCHOOL

801 NORTHWEST 50TH STREET
OKLAHOMA CITY,OK73118
N/A PC GENERAL SUPPORT 1,000

CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OKC

1232 N CLASSEN BLVD
OKLAHOMA CITY,OK73106
N/A PC GENERAL SUPPORT 1,000

CHRIST THE KING CHURCH

8005 DORSET DRIVE
OKLAHOMA CITY,OK73120
N/A PC GENERAL SUPPORT 1,000

OKLAHOMA CITY UNIVERSITY

PO BOX 2780
OKLAHOMA CITY,OK73101
N/A PC GENERAL SUPPORT 5,000

OKLAHOMA CONTEMPORARY ARTS CENTER

11 NW 11TH ST
OKLAHOMA CITY,OK73103
N/A PC GENERAL SUPPORT 1,000

UNITED WAY OF CENTRAL OKLAHOMA

PO BOX 248919
OKLAHOMA CITY,OK731248919
N/A PC GENERAL SUPPORT 200,000

UNIVERSITY OF OKLAHOMA FOUNDATION

100 W TIMBERDELL ROAD
OKLAHOMA CITY,OK73019
N/A PC GENERAL SUPPORT 5,000

BISHOP JOHN CARROLL CATHOLIC SCHOOL

1100 NW 32ND STREET
OKLAHOMA CITY,OK73118
N/A PC GENERAL SUPPORT 20,000

COMMUNITY LITERACY CENTERS INC

2701 S HARVEY
OKLAHOMA CITY,OK73104
N/A PC GENERAL SUPPORT 2,000

JESUITS USA CENTRAL AND SOUTHERN PROVINCE

4511 W PINE BLVD
ST LOUIS,MO631082191
N/A PC GENERAL SUPPORT 1,000

OKC BEAUTIFUL

3535 N CLASSEN BLVD
OKLAHOMA CITY,OK73118
N/A PC GENERAL SUPPORT 1,000

OKLAHOMA CITY NATIONAL MEMORIAL FOUNDATION

620 N HARVEY AVE
OKLAHOMA CITY,OK73102
N/A PC GENERAL SUPPORT 1,000

OKLAHOMA HISTORICAL SOCIETY

800 NAZIH ZUHDI DRIVE
OKLAHOMA CITY,OK731057917
N/A PC GENERAL SUPPORT 10,000

SANTA FE FAMILY LIFE CENTER

6300 N SANTA FE AVE
OKLAHOMA CITY,OK73118
N/A PC GENERAL SUPPORT 1,000

ST JOHN THE BAPTIST CATHOLIC CHURCH

900 S LITTLER AVE
EDMOND,OK73034
N/A PC GENERAL SUPPORT 1,000

YWCA OKLAHOMA CITY

2460 NW 39TH ST
OKLAHOMA CITY,OK73112
N/A PC GENERAL SUPPORT 1,000
Total .................................right arrow 3a 252,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    01 2,157  
4 Dividends and interest from securities ....     14 419,141  
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 .....     14 119  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 924,315  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,345,732 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,345,732
(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
LOVE MEYER FAMILY FOUNDATION 501(C)(3) COMMON DIRECTORS
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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
TOM AND JUDY LOVE FOUNDATION
 
Employer identification number

46-3640241
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
TOM AND JUDY LOVE FOUNDATION
 
Employer identification number
46-3640241
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
ESTATE OF JUDITH M LOVE
PO BOX 24540
 
OKLAHOMA CITY, OK73124

$ 209,029


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
TOM AND JUDY LOVE FOUNDATION
 
Employer identification number

46-3640241
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
TOM AND JUDY LOVE FOUNDATION
 
Employer identification number

46-3640241
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 InvestmentsCorpStockSchedule
Name:
TOM AND JUDY LOVE FOUNDATION
EIN:
46-3640241
Name of Stock End of Year Book Value End of Year Fair Market Value
155 SHS/UNITS COSTCO WHOLESALE CORP 142,022 142,022
221 SHS/UNITS ADOBE INC 98,274 98,274
1662 SHS/UNITS ALPHABET INC CAP STK CL C 316,511 316,511
1721 SHS/UNITS ALCON INC COM STK 146,096 146,096
201 SHS/UNITS HEICO CORP CL A 37,402 37,402
364223.35 SHS/UNITS BRAEMONT PARTNERS SUB-TRUST BBH 364,223 364,223
420 SHS/UNITS ARISTA NETWORKS INC COM STK 46,423 46,423
323 SHS/UNITS APTARGROUP INC COM 50,743 50,743
3137 SHS/UNITS MISTER CAR WASH INC COM 22,869 22,869
2002579.41 SHS/UNITS BBH INCOME FUND-1 2,002,579 2,002,579
210 SHS/UNITS BRIGHT HORIZONS FAMILY SOLUT COM STK 23,279 23,279
1029 SHS/UNITS GXO LOGISTICS INCORPORATED COM STK 44,762 44,762
256 SHS/UNITS TAKE-TWO INTERACTIVE SOFTWARE COM STOCK 47,124 47,124
1347 SHS/UNITS NIKE INC CL B 101,927 101,927
1262 SHS/UNITS ORACLE CORP COM 210,300 210,300
213 SHS/UNITS ICON PLC COM STK 44,668 44,668
782 SHS/UNITS WILLSCOT MOBILE MINI HOLDINGS CO COM CL A 26,158 26,158
97 SHS/UNITS WEST PHARMACEUTICAL SVCS INC 31,773 31,773
124 SHS/UNITS WATSCO INC COM STK 58,762 58,762
468 SHS/UNITS CBRE GROUP INC CL A 61,444 61,444
106 SHS/UNITS CADENCE DESIGN SYS INC 31,849 31,849
243 SHS/UNITS AUTOMATIC DATA PROCESSING INC 71,133 71,133
337 SHS/UNITS TORO CO COM STK 26,994 26,994
305 SHS/UNITS APPLIED MATERIALS INC 49,602 49,602
164 SHS/UNITS LPL FINANCIAL HOLDINGS INC COM STK 53,548 53,548
271 SHS/UNITS GLOBANT SA COM STK 58,107 58,107
117 SHS/UNITS UNITEDHEALTH GROUP INC 59,186 59,186
160 SHS/UNITS VULCAN MATERIALS CO 41,157 41,157
1182 SHS/UNITS ABBOTT LABORATORIES 133,696 133,696
452 SHS/UNITS OTIS WORLDWIDE CORPORATION COM 41,860 41,860
356 SHS/UNITS ADVANCED DRAINAGE SYSTEM INC COM STK 41,154 41,154
246 SHS/UNITS KLA-TENCOR CORP 155,010 155,010
326 SHS/UNITS S&P GLOBAL INC COM STK 162,358 162,358
561 SHS/UNITS LINDE PLC COM STK 234,874 234,874
277 SHS/UNITS THERMO FISHER SCIENTIFIC INC 144,104 144,104
609 SHS/UNITS ARTHUR J GALLAGHER & CO 172,865 172,865
626 SHS/UNITS MICROSOFT CORP 263,859 263,859
356 SHS/UNITS BERKSHIRE HATHAWAY INC DEL CL B NEW 161,368 161,368
559 SHS/UNITS BROWN & BROWN INC 57,029 57,029
769 SHS/UNITS AMAZON.COM INC 168,710 168,710
860 SHS/UNITS ZOETIS INC COM 140,120 140,120
394 SHS/UNITS PROGRESSIVE CORP OHIO 94,406 94,406
140 SHS/UNITS ZEBRA TECHNOLOGIES CORP COM 54,071 54,071
77 SHS/UNITS ASPEN TECHNOLOGY, INC. COM STK 19,222 19,222
846 SHS/UNITS WASTE MANAGEMENT INC 170,714 170,714
1354 SHS/UNITS GFL ENVIRONMENTAL COM STK 60,307 60,307
981801.19 SHS/UNITS BBH US GOV MONEY MARKET FUND 981,801 981,801
1182 SHS/UNITS DARLING INGREDIENTS INC COM 39,822 39,822
540 SHS/UNITS WYNDHAM HOTELS & RESORTS INC COM STK 54,427 54,427
911006.04 SHS/UNITS BBH LIMITED DURATION FUND CLASS I 911,006 911,006
21 SHS/UNITS BOOKING HOLDINGS INC COM STK 104,337 104,337
2 SHS/UNITS NVR INC COM STK 16,358 16,358
596 SHS/UNITS SHIFT4PAYMENTS INC CL A 61,853 61,853
326 SHS/UNITS CROWN HOLDINGS INC COM 26,957 26,957
826 SHS/UNITS BRUKER CORP COM STK 48,420 48,420
514 SHS/UNITS ENTEGRIS INC COM STK 50,917 50,917
376 SHS/UNITS GUIDEWIRE SOFTWARE INC COM STK 63,386 63,386
455 SHS/UNITS MASTERCARD INCORPORATED 239,589 239,589
512 SHS/UNITS TEXAS INSTRUMENTS 96,005 96,005
204287.739 SHS/UNITS BBH PARTNER FUND - INTERNATIONAL EQUITY 3,383,005 3,383,005

TY 2024 InvestmentsOtherSchedule2
Name:
TOM AND JUDY LOVE FOUNDATION
EIN:
46-3640241
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
1246545.58 SHS/UNITS GQG PART EMERG MKTS EQ-INST FMV 1,246,546 1,246,546
1936734.54 SHS/UNITS ALTAROCK PARTNERS SERIES FMV 1,936,735 1,936,735
692992.35 SHS/UNITS MARTELLO RE SERIES - BBH FMV 692,992 692,992
942279.86 SHS/UNITS MAKAIRA BBH WS FMV 942,280 942,280
153455.07 SHS/UNITS BBH REAL ESTATE ENHANCED VALUE FUND I, LP FMV 153,455 153,455
2209356.24 SHS/UNITS VALLEY FORGE LARGE CAP EQUITY FMV 2,209,356 2,209,356
535837.29 SHS/UNITS SELECT EQUITY BBH WS FMV 535,836 535,836
1651502.44 SHS/UNITS BOWIE GLOBAL EQUITY SERIES - BBH WS FMV 1,651,502 1,651,502
1150950.36 SHS/UNITS TRINITY STREET INTERNATIONAL PARTNERS SERIES - BBH WS FMV 1,150,950 1,150,950

TY 2024 OtherAssetsSchedule
Name:
TOM AND JUDY LOVE FOUNDATION
EIN:
46-3640241
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
BBH INVESTMENT ACCRUED INCOME/LOSS 4,533 2,213 2,213


TY 2024 OtherExpensesSchedule
Name:
TOM AND JUDY LOVE FOUNDATION
EIN:
46-3640241
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE 0 0   0
UNREALIZED GAIN/LOSS 0 0   0
BBH WEALTH STRATEGIES LLC - GQG K-1 953 953   0
BBH WEALTH STRATEGIES LLC - TRINITY STREET INTERNATIONAL K-1 868 868   0
BBH WEALTH STRATEGIES LLC - BOWIE K-1 776 776   0


TY 2024 OtherIncomeSchedule2
Name:
TOM AND JUDY LOVE FOUNDATION
EIN:
46-3640241
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
BBH WEALTH STRATEGIES LLC - MAKAIRA PARTNERS SERIES K-1 15 15 15
BBH WEALTH STRATEGIES LLC - SELECT EQUITY SERIES K-1 104 104 104


TY 2024 OtherIncreasesSchedule
Name:
TOM AND JUDY LOVE FOUNDATION
EIN:
46-3640241
Description Amount
UNREALIZED GAIN/(LOSS) ADJUSTMENT 1,114,627


TY 2024 OtherProfessionalFeesSchedule
Name:
TOM AND JUDY LOVE FOUNDATION
EIN:
46-3640241
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BBH INVESTMENTS FEES 57,694 57,694   0
BBH WEALTH STRATEGIES LLC - ALTAROCK PARTNERS SERIES K-1 17,042 17,042   0
BBH WEALTH STRATEGIES LLC - BARES MID-LARGE CAP SERIES K-1 2,633 2,633   0
BBH WEALTH STRATEGIES LLC - GQG RE SERIES K-1 10,762 10,762   0
BBH WEALTH STRATEGIES LLC - MAKAIRA PARTNERS SERIES K-1 5,443 5,443   0
BBH WEALTH STRATEGIES LLC - MARTELLO RE SERIES K-1 2,136 2,136   0
BBH WEALTH STRATEGEIE LLC - REAL ESTATE ENHANCED VALUE FUND I, L.P. K-1 243 243   0
BBH WEALTH STRATEGIES LLC - TRINITY STREET INTERNATIONAL K-1 9,207 9,207   0
BBH WEALTH STRATEGIES LLC - VALLEY FORGE LARGE CAP EQUITY SERIES K-1 18,814 18,814   0
BBH WEALTH STRATEGIES LLC - BOWIE GLOBAL EQUITY SERIES K-1 9,438 9,438   0
BBH WEALTH STRATEGIES LLC - SELECT EQUITY SERIES K-1 4,378 4,378   0


TY 2024 TaxesSchedule
Name:
TOM AND JUDY LOVE FOUNDATION
EIN:
46-3640241
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BBH INVESTMENTS FOREIGN TAX 6,750 6,750   0
BBH WEALTH STRATEGIES LLC - ALTAROCK PARTNERS SERIES K-1 13 13   0
BBH WEALTH STRATEGIES LLC - BOWIE GLOBAL EQUITY SERIES K-1 359 359   0
BBH WEALTH STRATEGIES LLC - GQG PARTNERS SERIES K-1 11,002 11,002   0
BBH WEALTH STRATEGIES LLC - MAKAIRA PARTNERS SERIES K-1 21 21   0
BBH WEALTH STRATEGIES LLC - SELECT EQUITY SERIES K-1 1,431 1,431   0
BBH WEALTH STRATEGIES LLC - TRINITY STREET INTERNATIONAL PARTNERS SERIES K-1 5,049 5,049   0
BBH WEALTH STRATEGIES LLC - VALLEY FORGE PARTNERS SERIES K-1 37 37   0