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
M MOORE FBO CENTRA TEST EAU
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 919798
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328919798
A Employer identification number

54-6052030
B Telephone number (see instructions)

(804) 273-7511
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$2,068,049
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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 39,727 39,726  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 81,947
b Gross sales price for all assets on line 6a 200,590
7 Capital gain net income (from Part IV, line 2)... 81,947
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 121,674 121,673  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 14,924 7,462   7,462
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)....... 1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 1,502 385   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)....... 1,537 1   1,536
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,463 7,848 0 10,498
25 Contributions, gifts, grants paid....... 75,775 75,775
26 Total expenses and disbursements. Add lines 24 and 25 95,238 7,848 0 86,273
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 26,436
b Net investment income (if negative, enter -0-) 113,825
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............. 22 555 555
2 Savings and temporary cash investments......... 37,334 27,410 27,410
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)....... 264,265 Click to see attachment
List of Attached Documents:
// Content
279,866
584,112
c Investments—corporate bonds (attach schedule)....... 190,211 Click to see attachment
List of Attached Documents:
// Content
189,649
159,577
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).......... 1,054,241 Click to see attachment
List of Attached Documents:
// Content
1,075,149
1,296,395
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,546,073 1,572,629 2,068,049
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,546,073 1,572,629
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,546,073 1,572,629
30 Total liabilities and net assets/fund balances (see instructions). 1,546,073 1,572,629
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,546,073
2
Enter amount from Part I, line 27a .....................
2
26,436
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
732
4
Add lines 1, 2, and 3 ..........................
4
1,573,241
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
612
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,572,629
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 5. O'REILLY AUTOMOTIVE INC   2022-05-04 2024-01-10
b 28. ORACLE CORPORATION   2023-06-15 2024-01-10
c 4. COSTCO WHOLESALE CORP     2024-02-12
d 5. FACEBOOK INC CL A   2023-08-03 2024-02-12
e 4. NETFLIX INC   2023-07-25 2024-02-12
37. PEPSICO INCORPORATED     2024-02-12
4. VERTEX PHARMACEUTICALS INC   2023-08-10 2024-02-12
21. APPLIED MATERIALS   2019-09-13 2024-02-15
80. MORGAN STANLEY DEAN WITTER DIS CO   2020-12-03 2024-03-08
5. ECOLABS INC   2023-07-14 2024-04-03
29. HONEYWELL INTERNATIONAL INC     2024-04-03
2. MARTIN MARIETTA MATLS COMMON   2023-08-03 2024-04-03
2. NETFLIX INC   2023-05-26 2024-04-15
11. UNITED HEALTH GROUP INC   2016-02-01 2024-04-15
82. CVS CORP COMMON   2024-02-12 2024-05-10
6. CARLISLE COS INC   2019-09-05 2024-05-10
90. KNIGHT-SWIFT TRANSN HLDGS INC   2020-07-21 2024-05-10
14. HOME DEPOT INCORPORATED   2008-11-24 2024-05-29
16. MOLINA HEALTHCARE INC     2024-05-29
1. ALPHABET INC CL C   2008-11-24 2024-06-21
1. ALPHABET INC CL A   2008-11-24 2024-06-21
1. AMERISOURCEBERGEN CORP. COMMON   2024-04-15 2024-06-21
1. APPLIED MATERIALS   2019-09-13 2024-06-21
1. BANK OF NEW YORK MELLON CORP   2023-03-03 2024-06-21
1. BERKLEY W R CORP   2022-12-12 2024-06-21
1. BLACKROCK INC   2021-02-12 2024-06-21
1. BROADCOM INC   2023-05-26 2024-06-21
1. CADENCE DESIGN SYSTEMS INC   2023-03-03 2024-06-21
1. CARLISLE COS INC   2019-09-05 2024-06-21
1. CONOCOPHILLIPS COM   2024-04-03 2024-06-21
1. COSTCO WHOLESALE CORP   2016-12-02 2024-06-21
2.237 DFA US SMALL CAP PORTFOLIO   2021-12-15 2024-06-21
7.937 DODGE & COX INCOME FUND   2020-12-07 2024-06-21
11.442 DOUBLELINE TTL RTRN BND-R6   2016-02-08 2024-06-21
2.441 EATON VANCE-ATLANTA SMID-R6   2021-12-01 2024-06-21
1. ECOLABS INC   2023-07-14 2024-06-21
1. ENTERGY CORP COMMON   2024-05-10 2024-06-21
1. EQUINIX INC REIT   2023-12-08 2024-06-21
4.31 GLDMN SCHS GQP PRT INTL-R6   2021-10-04 2024-06-21
1. INTUITIVE SURGICAL INC   2023-06-15 2024-06-21
1. INVESCO S&P 500 EQUAL WEIGHT ETF   2021-10-06 2024-06-21
1. IQVIA HOLDINGS INC   2021-02-03 2024-06-21
1. ISHARES CORE TOTAL US BOND MKT ETF   2022-12-16 2024-06-21
1. ISHARES CORE DIVIDEND GROWTH ETF   2019-08-21 2024-06-21
1. J.P. MORGAN CHASE & CO.   2024-05-29 2024-06-21
4.207 JOHCM INTERNATIONAL SEL-INST   2021-12-15 2024-06-21
1. LPL FINANCIAL HOLDINGS INC   2024-02-15 2024-06-21
3.675 LOOMIS SAYLES GROWTH-N2   2021-10-04 2024-06-21
1. MARTIN MARIETTA MATLS COMMON   2023-08-03 2024-06-21
1. MERCK & CO INC   2024-02-12 2024-06-21
1. MICROSOFT CORPORATION   2012-01-30 2024-06-21
1. NETFLIX INC   2023-05-26 2024-06-21
1. NVIDIA CORP   2024-01-10 2024-06-21
1. PNC BANK CORP COM   2011-07-18 2024-06-21
1. PALO ALTO NETWORKS INC   2023-10-04 2024-06-21
1. PARKER HANNIFIN CORP   2024-05-10 2024-06-21
1. PULTE GROUP INC   2024-01-10 2024-06-21
1. RTX CORPORATION   2022-12-12 2024-06-21
2.259 T ROWE PRICE INTEGRATED U.S.   2021-12-14 2024-06-21
6.443 VANECK EMERGING MARKETS-Z   2021-12-22 2024-06-21
1. VANGUARD INT DIV APP INDX FD   2022-03-28 2024-06-21
1. VANGUARD RUSSELL 1000 GROWTH ETF   2023-08-07 2024-06-21
1. VISA INC   2024-02-15 2024-06-21
1. VONTIER CORP   2023-03-03 2024-06-21
1. WAL MART STORES INCORPORATED   2019-08-19 2024-06-21
1. ARCH CAPITAL GROUP LTD   2022-04-01 2024-06-21
1. TRANE TECHNOLOGIES PLC   2016-06-29 2024-06-21
12. APPLIED MATERIALS     2024-06-26
1. BROADCOM INC   2023-05-26 2024-06-26
4. CADENCE DESIGN SYSTEMS INC     2024-06-26
17. NVIDIA CORP   2024-01-10 2024-06-26
40. PULTE GROUP INC     2024-07-02
8. APPLIED MATERIALS   2019-09-09 2024-07-12
10. CADENCE DESIGN SYSTEMS INC   2022-09-16 2024-07-12
7. FACEBOOK INC CL A     2024-07-12
92. HALLIBURTON COMPANY     2024-07-12
126. HALLIBURTON COMPANY   2023-02-01 2024-07-12
19. MICROSOFT CORPORATION   2012-01-30 2024-07-12
2. VERTEX PHARMACEUTICALS INC   2023-08-10 2024-07-12
1. VERTEX PHARMACEUTICALS INC   2022-12-12 2024-07-12
4. CONOCOPHILLIPS COM   2024-04-03 2024-08-09
61. CONOCOPHILLIPS COM     2024-08-09
19. CADENCE DESIGN SYSTEMS INC   2022-09-16 2024-08-27
14. ARCH CAPITAL GROUP LTD   2022-04-01 2024-08-27
9. MARTIN MARIETTA MATLS COMMON     2024-10-03
29. NEUROCRINE BIOSCIENCES INC   2024-07-12 2024-10-03
4. TRANE TECHNOLOGIES PLC   2016-06-29 2024-10-03
26. IQVIA HOLDINGS INC   2021-02-03 2024-10-30
1. ALPHABET INC CL C   2008-11-24 2024-11-22
1. ALPHABET INC CL A   2008-11-24 2024-11-22
1. AMAZON COM INC COM   2024-05-29 2024-11-22
1. AMERISOURCEBERGEN CORP. COMMON   2024-04-15 2024-11-22
1. ANALOG DEVICES INC   2023-03-03 2024-11-22
1. APPLE COMPUTER CORPORATION COMMON   2024-06-26 2024-11-22
1. APPLIED MATERIALS   2019-09-09 2024-11-22
2.009 ARTISAN INTL VALUE FUND-INS   2023-11-29 2024-11-22
1. BANK OF NEW YORK MELLON CORP   2023-03-03 2024-11-22
1. BELLRING BRANDS INC   2024-02-12 2024-11-22
1. BLACKROCK INC   2021-02-12 2024-11-22
1. BOOKING HOLDINGS INC   2023-03-03 2024-11-22
1. BROADCOM INC   2023-05-26 2024-11-22
1. CMS ENERGY CORP   2024-08-27 2024-11-22
1. CARLISLE COS INC   2019-09-05 2024-11-22
1. CHIPOTLE MEXICAN GRILL INC   2022-12-12 2024-11-22
1. CORE & MAIN INC CL A   2024-04-03 2024-11-22
1. COSTCO WHOLESALE CORP   2016-12-02 2024-11-22
1. DIAMONDBACK ENERGY INC   2024-08-09 2024-11-22
7.955 DODGE & COX INCOME FUND   2020-12-07 2024-11-22
2.161 EATON VANCE-ATLANTA SMID-R6   2021-12-01 2024-11-22
1. ECOLABS INC   2023-07-14 2024-11-22
1. ENTERGY CORP COMMON   2024-05-10 2024-11-22
2.328 FPA CRESCENT FUND-SUPR INST   2024-06-26 2024-11-22
1. FACEBOOK INC CL A   2023-10-04 2024-11-22
4.627 GLDMN SCHS GQP PRT INTL-R6   2021-10-04 2024-11-22
1. HCA HOLDINGS INC   2022-03-18 2024-11-22
1. INTERNATIONAL BUSINESS MACHINES CORP   2024-07-12 2024-11-22
1. INTUITIVE SURGICAL INC   2023-06-15 2024-11-22
1. INVESCO S&P 500 EQUAL WEIGHT ETF   2021-10-06 2024-11-22
1. ISHARES CORE TOTAL US BOND MKT ETF   2022-12-16 2024-11-22
1. ISHARES 20+ YEAR TREASURY BOND ETF   2022-03-22 2024-11-22
1. ISHARES S&P MIDCAP 400 INDEX FUND   2022-05-16 2024-11-22
1. ISHARES CORE DIVIDEND GROWTH ETF   2019-08-21 2024-11-22
1. J.P. MORGAN CHASE & CO.   2024-05-29 2024-11-22
4.296 JOHCM INTERNATIONAL SEL-INST   2021-12-15 2024-11-22
1. JONES LANG LASALLE INC   2024-10-03 2024-11-22
1. LPL FINANCIAL HOLDINGS INC   2024-02-15 2024-11-22
1. ELI LILLY & CO   2024-05-29 2024-11-22
3.225 LOOMIS SAYLES GROWTH-N2   2021-10-04 2024-11-22
1. MERCK & CO INC   2020-05-01 2024-11-22
1. MOHAWK IND INC COMMON   2024-01-10 2024-11-22
1. NETFLIX INC   2023-05-26 2024-11-22
13.004 NEUBERGER BERMAN HIGH INCM BD-INS   2019-02-22 2024-11-22
1. NVIDIA CORP   2024-01-10 2024-11-22
1. PNC BANK CORP COM   2011-07-18 2024-11-22
1. PALO ALTO NETWORKS INC   2023-10-04 2024-11-22
1. PARKER HANNIFIN CORP   2024-05-10 2024-11-22
1. PHILIP MORRIS INTERNATIONAL   2024-08-27 2024-11-22
1. PROGESSIVE CORP., OHIO COMMON   2024-04-15 2024-11-22
1. QUANTA SERVICES INC COMMON   2020-01-28 2024-11-22
1. RTX CORPORATION   2022-12-12 2024-11-22
1. REGENERON PHARMACEUTICALS INC   2024-10-03 2024-11-22
1.966 T ROWE PRICE INTEGRATED U.S.   2021-12-14 2024-11-22
1. TARGA RESOURCES   2023-08-10 2024-11-22
1. TESLA MOTORS INC   2023-06-15 2024-11-22
1. UNION PAC CORP   2008-11-24 2024-11-22
1. UNITED HEALTH GROUP INC   2016-02-01 2024-11-22
1. VANGUARD INT DIV APP INDX FD   2022-03-28 2024-11-22
1. VANGUARD RUSSELL 1000 GROWTH ETF   2023-08-07 2024-11-22
1. VERTEX PHARMACEUTICALS INC   2022-12-12 2024-11-22
1. VISA INC   2024-02-15 2024-11-22
1. VONTIER CORP   2023-03-03 2024-11-22
1. WAL MART STORES INCORPORATED   2019-08-19 2024-11-22
1. ARCH CAPITAL GROUP LTD   2022-04-01 2024-11-22
1. MEDTRONIC PLC   2024-10-30 2024-11-22
1. TRANE TECHNOLOGIES PLC   2016-06-29 2024-11-22
20. TARGA RESOURCES   2023-08-10 2024-12-05
27. WAL MART STORES INCORPORATED     2024-12-05
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 4,665   3,018 1,647
b 2,901   3,532 -631
c 2,871   620 2,251
d 2,381   1,573 808
e 2,248   1,716 532
6,206   6,501 -295
1,672   1,398 274
3,948   1,088 2,860
7,005   5,136 1,869
1,138   940 198
5,770   3,482 2,288
1,220   899 321
1,241   740 501
4,916   1,268 3,648
4,609   6,351 -1,742
2,494   868 1,626
4,448   4,089 359
4,544   270 4,274
4,912   5,218 -306
182   7 175
180   7 173
237   235 2
236   52 184
59   51 8
81   74 7
788   720 68
1,684   795 889
317   196 121
413   145 268
111   131 -20
852   152 700
100   102 -2
100   119 -19
100   125 -25
100   93 7
243   188 55
106   112 -6
763   801 -38
100   84 16
435   328 107
165   150 15
216   184 32
98   100 -2
58   38 20
196   198 -2
100   124 -24
279   258 21
100   94 6
540   450 90
130   125 5
449   30 419
685   370 315
126   54 72
152   56 96
320   237 83
503   561 -58
111   105 6
106   99 7
100   101 -1
100   116 -16
80   79 1
94   71 23
276   279 -3
39   27 12
68   38 30
102   48 54
334   48 286
2,784   608 2,176
1,586   795 791
1,239   718 521
2,101   921 1,180
4,162   3,925 237
1,964   405 1,559
3,145   1,623 1,522
3,517   2,182 1,335
3,111   3,536 -425
4,260   5,127 -867
8,605   561 8,044
981   699 282
490   313 177
433   524 -91
6,606   6,128 478
5,098   3,084 2,014
1,545   678 867
4,677   3,883 794
3,253   4,294 -1,041
1,550   191 1,359
5,664   4,780 884
167   7 160
165   7 158
197   183 14
245   235 10
214   184 30
229   214 15
174   51 123
100   89 11
80   51 29
78   60 18
1,036   720 316
5,148   2,620 2,528
164   80 84
70   68 2
451   145 306
62   31 31
45   60 -15
962   152 810
185   199 -14
100   119 -19
100   83 17
245   188 57
152   112 40
100   95 5
559   304 255
100   91 9
324   260 64
222   183 39
546   328 218
185   150 35
98   100 -2
90   129 -39
67   49 18
64   38 26
248   198 50
100   127 -27
262   265 -3
325   258 67
746   810 -64
100   82 18
100   75 25
139   106 33
898   370 528
100   109 -9
142   54 88
210   56 154
378   237 141
704   561 143
130   122 8
265   208 57
341   40 301
121   99 22
741   1,033 -292
100   88 12
207   84 123
352   257 95
242   25 217
591   115 476
82   79 3
101   71 30
452   313 139
309   279 30
39   27 12
90   38 52
100   48 52
86   90 -4
416   48 368
3,977   1,685 2,292
2,570   962 1,608
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
      23,428
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       1,647
b       -631
c       2,251
d       808
e       532
      -295
      274
      2,860
      1,869
      198
      2,288
      321
      501
      3,648
      -1,742
      1,626
      359
      4,274
      -306
      175
      173
      2
      184
      8
      7
      68
      889
      121
      268
      -20
      700
      -2
      -19
      -25
      7
      55
      -6
      -38
      16
      107
      15
      32
      -2
      20
      -2
      -24
      21
      6
      90
      5
      419
      315
      72
      96
      83
      -58
      6
      7
      -1
      -16
      1
      23
      -3
      12
      30
      54
      286
      2,176
      791
      521
      1,180
      237
      1,559
      1,522
      1,335
      -425
      -867
      8,044
      282
      177
      -91
      478
      2,014
      867
      794
      -1,041
      1,359
      884
      160
      158
      14
      10
      30
      15
      123
      11
      29
      18
      316
      2,528
      84
      2
      306
      31
      -15
      810
      -14
      -19
      17
      57
      40
      5
      255
      9
      64
      39
      218
      35
      -2
      -39
      18
      26
      50
      -27
      -3
      67
      -64
      18
      25
      33
      528
      -9
      88
      154
      141
      143
      8
      57
      301
      22
      -292
      12
      123
      95
      217
      476
      3
      30
      139
      30
      12
      52
      52
      -4
      368
      2,292
      1,608
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 81,947
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,582
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,582
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,582
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,120
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,120
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 9 462
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowVA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowTRUIST BANK Telephone no.right arrow (804) 273-7511

Located atright arrowPO BOX 919798ORLANDOFL ZIP+4right arrow32891
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
TRUIST BANK TRUSTEE
1
14,924    
PO BOX 919798
ORLANDO,FL32891
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,980,883
b
Average of monthly cash balances.......................
1b
21,040
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,001,923
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,001,923
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
30,029
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,971,894
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
98,595
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
98,595
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,582
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,582
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
97,013
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
97,013
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
97,013
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
86,273
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
86,273
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 97,013
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,597
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 86,273
a Applied to 2023, but not more than line 2a 1,597
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..... 84,676
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 ..........
12,337
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or 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

CENTRA HEALTH FOUNDATION INC

1920 ATHERHOLT ROAD
LYNCHBURG,VA24501
NONE PC GENERAL OPERATING 75,775
Total .................................right arrow 3a 75,775
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 39,727  
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 81,947  
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) ..   121,674  
13Total. Add line 12, columns (b), (d), and (e)..................
13
121,674
(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:
M MOORE FBO CENTRA TEST EAU
EIN:
54-6052030
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2024 InvestmentsCorpBondsSchedule
Name:
M MOORE FBO CENTRA TEST EAU
EIN:
54-6052030
Name of Bond End of Year Book Value End of Year Fair Market Value
258620566 DOUBLELINE TOTAL RET 85,220 70,638
64128K868 NEUBERGER BERMAN HIG 36,993 33,558
464287226 ISHARES CORE US AGGR 32,836 31,977
464287432 ISHARES 20+ YEAR TRE 34,600 23,404

TY 2024 InvestmentsCorpStockSchedule
Name:
M MOORE FBO CENTRA TEST EAU
EIN:
54-6052030
Name of Stock End of Year Book Value End of Year Fair Market Value
438516106 HONEYWELL INTERNATIO    
594918104 MICROSOFT CORP 2,982 42,572
02079K107 ALPHABET INC CL C 498 14,093
931142103 WALMART INC 4,140 10,932
58933Y105 MERCK & CO INC 2,576 8,754
693475105 PNC FINL SVCS GROUP 2,305 8,678
91324P102 UNITEDHEALTH GROUP I 1,259 5,564
22160K105 COSTCO WHOLESALE COR 1,524 9,163
437076102 HOME DEPOT INC    
92826C839 VISA INC CL A 663 12,642
02079K305 ALPHABET INC CL A 108 3,029
46120E602 INTUITIVE SURGICAL I 3,609 5,742
907818108 UNION PAC CORP 737 6,841
30303M102 META PLATFORMS INC C 10,348 21,078
142339100 CARLISLE COS INC 2,644 7,008
499049104 KNIGHT-SWIFT TRANSN    
617446448 MORGAN STANLEY    
G8994E103 TRANE TECHNOLOGIES P 1,096 8,495
023135106 AMAZON.COM INC 14,380 35,102
037833100 APPLE INC 5,836 46,829
038222105 APPLIED MATERIALS IN 1,487 4,879
09247X101 BLACKROCK INC    
46266C105 IQVIA HOLDINGS INC    
46625H100 JP MORGAN CHASE & CO 10,071 17,259
74762E102 QUANTA SERVICES INC 1,244 10,114
032654105 ANALOG DEVICES INC 5,706 7,861
084423102 WR BERKLEY CORP 6,943 8,251
127387108 CADENCE DESIGN SYSTE    
169656105 CHIPOTLE MEXICAN GRI 3,058 5,970
20825C104 CONOCOPHILLIPS    
40412C101 HCA HEALTHCARE INC 4,936 5,703
67103H107 O'REILLY AUTOMOTIVE    
713448108 PEPSICO INC    
718546104 PHILLIPS 66 4,743 5,127
75513E101 RTX CORPORATION 7,512 9,952
92532F100 VERTEX PHARMACEUTICA 4,254 5,638
G0450A105 ARCH CAPITAL GROUP L 3,537 6,742
064058100 BANK OF NEW YORK MEL 5,288 7,913
09857L108 BOOKING HOLDINGS INC 2,620 4,968
11135F101 BROADCOM INC 6,284 18,315
278865100 ECOLAB INC 4,698 5,858
29364G103 ENTERGY CORP 6,834 9,857
406216101 HALLIBURTON CO    
50212V100 LPL FINANCIAL HOLDIN 4,868 6,204
532457108 LILLY ELI & CO 10,163 11,580
573284106 MARTIN MARIETTA MATL    
608190104 MOHAWK INDUSTRIES IN 4,587 5,599
60855R100 MOLINA HEALTHCARE IN    
64110L106 NETFLIX INC 4,440 10,696
67066G104 NVIDIA CORP 13,910 44,450
68389X105 ORACLE CORPORATION    
697435105 PALO ALTO NETWORKS I 4,725 7,278
745867101 PULTE GROUP INC    
87612G101 TARGA RESOURCES 3,960 8,390
88160R101 TESLA INC 8,014 13,327
928881101 VONTIER CORP 4,299 5,726
03073E105 CENCORA INC 4,944 4,718
040413205 ARISTA NETWORKS INC 6,231 6,411
07831C103 BELLRING BRANDS INC 5,545 7,082
09290D101 BLACKROCK INC 2,881 4,100
125896100 CMS ENERGY CORP 7,247 7,731
21874C102 CORE & MAIN INC CL A 5,218 4,480
25278X109 DIAMONDBACK ENERGY I 6,966 5,734
277432100 EASTMAN CHEMICAL CO 6,810 6,118
459200101 INTL BUSINESS MACHIN 7,127 8,573
48020Q107 JONES LANG LASALLE I 5,559 6,075
701094104 PARKER HANNIFIN CORP 4,486 5,088
718172109 PHILIP MORRIS INTL I 8,906 8,906
743315103 PROGRESSIVE CORP 6,723 8,147
75886F107 REGENERON PHARMACEUT 3,098 2,137
G5960L103 MEDTRONIC PLC 5,239 4,633

TY 2024 InvestmentsOtherSchedule2
Name:
M MOORE FBO CENTRA TEST EAU
EIN:
54-6052030
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
921075438 VANECK EMERGING MARK      
87283A102 T. ROWE PRICE QM US AT COST 22,544 37,695
277902235 EATON VANCE ATLANTA AT COST 96,074 142,173
46434V621 ISHARES CORE DIVIDEN AT COST 62,793 101,272
256210105 DODGE & COX INCOME F AT COST 241,398 228,497
04314H857 ARTISAN INTERNATIONA AT COST 46,212 73,839
233203843 DFA US SMALL CAP POR AT COST 27,131 29,203
30254T676 FPA CRESCENT FD AT COST 93,412 96,905
46137V357 INVESCO S&P 500 EQUA AT COST 57,402 67,113
46653M849 JOHCM INTERNATIONAL AT COST 66,945 77,956
38147N269 GOLDMAN SACHS GQG PA AT COST 56,112 55,826
464287507 ISHARES CORE S&P MID AT COST 37,071 47,605
543488845 LOOMIS SAYLES GROWTH AT COST 97,849 124,729
921946810 VANGUARD INTERNATION AT COST 49,505 50,234
29444U700 EQUINIX INC AT COST 4,007 4,714
92206C680 VANGUARD RUSSELL 100 AT COST 79,350 122,617
92107P889 VANECK EMERGING MARK AT COST 37,344 36,017

TY 2024 OtherDecreasesSchedule
Name:
M MOORE FBO CENTRA TEST EAU
EIN:
54-6052030
Description Amount
RETURN OF CAPITAL ADJUSTMENT 1
2024 TRANSACTIONS POSTED IN 2025 611


TY 2024 OtherExpensesSchedule
Name:
M MOORE FBO CENTRA TEST EAU
EIN:
54-6052030
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI 768 0   768
OTHER ALLOCABLE EXPENSE-INCOME 768 0   768
OTHER EXPENSE (NON-DEDUCTIBLE 1 1   0


TY 2024 OtherIncreasesSchedule
Name:
M MOORE FBO CENTRA TEST EAU
EIN:
54-6052030
Description Amount
2023 TRANSACTION POSTED IN 2024 726
ROUNDING 6


TY 2024 TaxesSchedule
Name:
M MOORE FBO CENTRA TEST EAU
EIN:
54-6052030
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL ESTIMATES - PRINCIPAL 1,117 0   0
FOREIGN TAXES ON QUALIFIED FOR 375 375   0
FOREIGN TAXES ON NONQUALIFIED 10 10   0