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

23-6517132
B Telephone number (see instructions)

(888) 730-4933
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$788,584J 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... 13,890 13,890  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 65,299
b Gross sales price for all assets on line 6a 251,178
7 Capital gain net income (from Part IV, line 2)... 65,299
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........ 79,189 79,189  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 11,748 10,573   1,175
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,102 0 0 1,102
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,901 1,901   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
739     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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,490 12,474 0 2,277
25 Contributions, gifts, grants paid....... 30,000 30,000
26 Total expenses and disbursements. Add lines 24 and 25 45,490 12,474 0 32,277
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 33,699
b Net investment income (if negative, enter -0-) 66,715
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 83,599 119,756 119,756
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)....... 306,603 Click to see attachment
List of Attached Documents:
// Content
320,579 		519,734
c Investments—corporate bonds (attach schedule)....... 160,879 Click to see attachment
List of Attached Documents:
// Content
146,004 		132,298
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).......... 14,577 Click to see attachment
List of Attached Documents:
// Content
13,025 		16,796
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) 565,658 599,364 788,584
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........ 565,658 599,364
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)..... 565,658 599,364
30 Total liabilities and net assets/fund balances (see instructions). 565,658 599,364
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
565,658
2
Enter amount from Part I, line 27a .....................
2
33,699
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7
4
Add lines 1, 2, and 3 ..........................
4
599,364
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
599,364
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 86. ARCHER DANIELS MIDLAND CO   2022-09-07 2024-03-14
b 4. ARISTA NETWORKS INC   2022-12-21 2024-03-14
c 2. BROADCOM INC   2022-03-24 2024-03-14
d 5. CADENCE DESIGN SYSTEMS INC   2023-05-30 2024-03-14
e 4. COSTCO WHOLESALE CORP   2018-03-20 2024-03-14
7. EMCOR GROUP INC COM   2016-12-13 2024-03-14
9. O'REILLY AUTOMOTIVE INC   2020-12-23 2024-03-14
95. ON SEMICONDUCTOR CORP   2023-05-30 2024-03-14
168. PFIZER INC   2021-06-24 2024-03-14
16. ULTA BEAUTY INC   2023-02-16 2024-03-14
30. NVENT ELECTRIC PLC-W/I   2022-12-21 2024-03-14
1. AGCO CORP COM   2022-03-25 2024-05-02
1. ABBVIE INC   2018-03-20 2024-05-02
2. ALPHABET INC CL C   2023-08-10 2024-05-02
1. AMAZON COM INC COM   2020-09-11 2024-05-02
2. AMERISOURCEBERGEN CORP   2023-02-16 2024-05-02
1. AMGEN INC   2023-08-10 2024-05-02
3. APPLE INC   2010-07-12 2024-05-02
1. APPLIED MATERIALS INC   2021-02-12 2024-05-02
1. CF INDS HLDGS INC   2022-06-13 2024-05-02
1. CADENCE DESIGN SYSTEMS INC   2023-05-30 2024-05-02
1. CHEVRON CORP   2016-06-14 2024-05-02
2. CITIGROUP INC.   2021-10-04 2024-05-02
3. CITIZENS FINANCIAL GROUP INC   2017-01-11 2024-05-02
1. COLGATE PALMOLIVE CO   2024-03-14 2024-05-02
1. CONOCOPHILLIPS   2021-08-20 2024-05-02
3. COPART INC COM   2022-03-24 2024-05-02
1. DATADOG INC   2024-03-14 2024-05-02
1. EOG RESOURCES, INC   2023-11-15 2024-05-02
1. EDWARDS LIFESCIENCES CORP   2023-05-30 2024-05-02
6. FOX CORP   2023-08-10 2024-05-02
1. GOLDMAN SACHS GROUP INC   2020-08-21 2024-05-02
1. HALLIBURTON CO   2023-09-18 2024-05-02
4. HALLIBURTON CO   2022-12-21 2024-05-02
1. INTUITIVE SURGICAL INC   2023-08-10 2024-05-02
1. LENNAR CORPORATION CLASS A COMMON   2021-12-30 2024-05-02
2. MICROSOFT CORP   2009-12-31 2024-05-02
1. NUCOR CORP   2021-10-04 2024-05-02
2. ORACLE CORPORATION   2021-03-19 2024-05-02
1. PACCAR INC   2024-03-14 2024-05-02
2. PULTE GRP INC   2020-03-09 2024-05-02
1. QUALCOMM INC   2024-03-14 2024-05-02
1. RELIANCE STL & ALUM CO COM   2019-05-20 2024-05-02
2. ROSS STORES INC   2023-11-15 2024-05-02
1. SIMON PROPERTY GROUP INC   2022-06-13 2024-05-02
1. UNITED THERAPEUTICS CORP DEL   2020-04-21 2024-05-02
4. VIRTU FINANCIAL INC   2022-03-28 2024-05-02
5. WEYERHAEUSER CO   2021-06-24 2024-05-02
1. NVENT ELECTRIC PLC-W/I   2022-12-21 2024-05-02
3. ROYAL CARRIBEAN CRUISE   2023-11-15 2024-05-02
48. CHEVRON CORP   2016-06-14 2024-06-26
22. MASTERCARD INC   2020-03-09 2024-06-26
23. ROYAL CARRIBEAN CRUISE   2023-11-15 2024-06-26
4. AGCO CORP COM   2022-03-25 2024-08-12
3. ABBVIE INC   2018-03-20 2024-08-12
1. ADOBE SYS INC   2020-11-16 2024-08-12
9. ALPHABET INC CL C   2023-08-10 2024-08-12
5. AMAZON COM INC COM   2020-08-21 2024-08-12
2. AMERISOURCEBERGEN CORP   2023-02-16 2024-08-12
1. AMGEN INC   2023-08-10 2024-08-12
8. APPLE INC   2010-07-12 2024-08-12
4. APPLIED MATERIALS INC   2021-02-12 2024-08-12
3. ARISTA NETWORKS INC   2022-12-21 2024-08-12
8. BROADCOM INC   2022-03-24 2024-08-12
5. CF INDS HLDGS INC   2022-06-13 2024-08-12
1. CADENCE DESIGN SYSTEMS INC   2023-05-30 2024-08-12
8. CITIGROUP INC.   2021-10-04 2024-08-12
12. CITIZENS FINANCIAL GROUP INC   2017-01-11 2024-08-12
6. COLGATE PALMOLIVE CO   2024-03-14 2024-08-12
5. CONOCOPHILLIPS   2021-08-20 2024-08-12
9. COPART INC COM   2022-03-24 2024-08-12
1. COSTCO WHOLESALE CORP   2018-03-20 2024-08-12
4. DATADOG INC   2024-03-14 2024-08-12
4. DIAMONDBACK ENERGY INC   2024-06-26 2024-08-12
6. EOG RESOURCES, INC   2023-11-15 2024-08-12
7. EDWARDS LIFESCIENCES CORP   2023-05-30 2024-08-12
2. EMCOR GROUP INC COM   2016-12-13 2024-08-12
13. FOX CORP   2023-08-10 2024-08-12
1. GOLDMAN SACHS GROUP INC   2020-08-21 2024-08-12
14. HALLIBURTON CO   2022-12-21 2024-08-12
1. INTUITIVE SURGICAL INC   2023-08-10 2024-08-12
3. JPMORGAN CHASE & CO   2015-05-18 2024-08-12
1. KLA-TENCOR CORP COM   2023-11-15 2024-08-12
4. LENNAR CORPORATION CLASS A COMMON   2021-12-30 2024-08-12
4. MICROSOFT CORP   2009-12-31 2024-08-12
1. NETFLIX.COM INC   2024-03-14 2024-08-12
2. NUCOR CORP   2021-10-04 2024-08-12
4. ORACLE CORPORATION   2021-03-19 2024-08-12
5. PACCAR INC   2024-03-14 2024-08-12
6. PULTE GRP INC   2020-03-09 2024-08-12
2. QUALCOMM INC   2024-03-14 2024-08-12
1. REGENERON PHARMACEUTICALS INC   2020-09-18 2024-08-12
2. RELIANCE STL & ALUM CO COM   2019-05-20 2024-08-12
5. ROSS STORES INC   2023-11-15 2024-08-12
4. SIMON PROPERTY GROUP INC   2022-06-13 2024-08-12
12. UNITED AIRLINES HOLDINGS INC.   2024-06-26 2024-08-12
2. UNITED THERAPEUTICS CORP DEL   2020-04-21 2024-08-12
1. UNITEDHEALTH GROUP INC   2022-09-07 2024-08-12
15. VIRTU FINANCIAL INC   2022-03-25 2024-08-12
11. WEYERHAEUSER CO   2021-06-24 2024-08-12
8. NVENT ELECTRIC PLC-W/I   2022-12-21 2024-08-12
3. ROYAL CARRIBEAN CRUISE   2023-11-15 2024-08-12
1. ALPHABET INC CL C   2023-08-10 2024-08-16
1. AMERISOURCEBERGEN CORP   2023-02-16 2024-08-16
1. AMGEN INC   2023-08-10 2024-08-16
1. BROADCOM INC   2022-03-24 2024-08-16
1. CADENCE DESIGN SYSTEMS INC   2023-05-30 2024-08-16
2. COLGATE PALMOLIVE CO   2024-03-14 2024-08-16
4. COPART INC COM   2022-03-24 2024-08-16
1. DATADOG INC   2024-03-14 2024-08-16
1. EMCOR GROUP INC COM   2016-12-13 2024-08-16
3. FOX CORP   2023-08-10 2024-08-16
1. JPMORGAN CHASE & CO   2015-05-18 2024-08-16
1. LENNAR CORPORATION CLASS A COMMON   2021-12-30 2024-08-16
1. MICROSOFT CORP   2009-12-31 2024-08-16
1. NETFLIX.COM INC   2024-03-14 2024-08-16
1. NUCOR CORP   2021-10-04 2024-08-16
1. ORACLE CORPORATION   2021-03-19 2024-08-16
1. PACCAR INC   2024-03-14 2024-08-16
1. PULTE GRP INC   2020-03-09 2024-08-16
2. QUALCOMM INC   2024-03-14 2024-08-16
2. SIMON PROPERTY GROUP INC   2022-06-13 2024-08-16
5. UNITED AIRLINES HOLDINGS INC.   2024-06-26 2024-08-16
3. VIRTU FINANCIAL INC   2022-03-25 2024-08-16
4. WEYERHAEUSER CO   2021-06-24 2024-08-16
1. NVENT ELECTRIC PLC-W/I   2022-12-21 2024-08-16
1. ROYAL CARRIBEAN CRUISE   2023-11-15 2024-08-16
54. AGCO CORP COM   2022-03-24 2024-08-23
4. ARISTA NETWORKS INC   2022-12-21 2024-08-23
2. FIRST CTZNS BANCSHARES INC CL A   2023-11-15 2024-08-23
191. HALLIBURTON CO   2022-12-21 2024-08-23
5. INTUITIVE SURGICAL INC   2023-08-10 2024-08-23
3. KLA-TENCOR CORP COM   2023-11-15 2024-08-23
15. LENNAR CORPORATION CLASS A COMMON   2021-12-30 2024-08-23
78. ORACLE CORPORATION   2021-03-19 2024-08-23
81. PACCAR INC   2024-03-14 2024-08-23
22. PULTE GRP INC   2020-03-09 2024-08-23
27. RELIANCE STL & ALUM CO COM   2019-05-20 2024-08-23
31. AMGEN INC   2023-08-10 2024-10-18
3. ARISTA NETWORKS INC   2022-12-21 2024-10-18
28. CADENCE DESIGN SYSTEMS INC   2023-05-30 2024-10-18
171. COPART INC COM   2022-03-24 2024-10-18
92. EDWARDS LIFESCIENCES CORP   2023-05-30 2024-10-18
6. EMCOR GROUP INC COM   2016-12-13 2024-10-18
12. INTERACTIVE BROKERS GROUP INC   2024-08-23 2024-10-18
25. TWILIO INC   2024-08-23 2024-10-18
35. UNITED AIRLINES HOLDINGS INC.   2024-06-26 2024-10-18
1. ABBVIE INC   2018-03-20 2024-10-31
2. ALPHABET INC CL C   2023-08-10 2024-10-31
2. AMAZON COM INC COM   2020-08-21 2024-10-31
3. APPLE INC   2010-07-12 2024-10-31
2. APPLIED MATERIALS INC   2021-02-12 2024-10-31
1. ARISTA NETWORKS INC   2022-12-21 2024-10-31
2. BROADCOM INC   2022-03-24 2024-10-31
1. CF INDS HLDGS INC   2022-06-13 2024-10-31
3. CITIGROUP INC.   2021-10-04 2024-10-31
1. CITIZENS FINANCIAL GROUP INC   2024-08-16 2024-10-31
3. CITIZENS FINANCIAL GROUP INC   2017-01-11 2024-10-31
3. COLGATE PALMOLIVE CO   2024-03-14 2024-10-31
1. CONOCOPHILLIPS   2021-08-20 2024-10-31
1. COSTCO WHOLESALE CORP   2018-03-20 2024-10-31
2. DATADOG INC   2024-03-14 2024-10-31
1. DELL TECHNOLOGIES -C   2024-08-23 2024-10-31
1. DIAMONDBACK ENERGY INC   2024-06-26 2024-10-31
1. EOG RESOURCES, INC   2023-11-15 2024-10-31
13. EXELIXIS INC   2024-10-18 2024-10-31
6. FOX CORP   2023-08-10 2024-10-31
1. GOLDMAN SACHS GROUP INC   2020-08-21 2024-10-31
1. INTERACTIVE BROKERS GROUP INC   2024-08-23 2024-10-31
1. INTUITIVE SURGICAL INC   2023-08-10 2024-10-31
1. JPMORGAN CHASE & CO   2015-05-18 2024-10-31
1. LEIDOS HOLDINGS, INC   2024-08-23 2024-10-31
1. MICROSOFT CORP   2009-12-31 2024-10-31
1. NUCOR CORP   2021-10-04 2024-10-31
2. OKTA INC   2024-10-18 2024-10-31
1. OWENS CORNING INC   2024-10-18 2024-10-31
8. PINTEREST INC   2024-08-23 2024-10-31
1. QUALCOMM INC   2024-03-14 2024-10-31
1. ROSS STORES INC   2023-11-15 2024-10-31
1. SIMON PROPERTY GROUP INC   2022-06-13 2024-10-31
2. TD SYNNEX CORP   2024-10-18 2024-10-31
2. UNITED AIRLINES HOLDINGS INC.   2024-06-26 2024-10-31
1. UNITED THERAPEUTICS CORP DEL   2020-04-21 2024-10-31
3. VIRTU FINANCIAL INC   2022-03-25 2024-10-31
3. WEYERHAEUSER CO   2021-06-24 2024-10-31
3. NVENT ELECTRIC PLC-W/I   2022-12-21 2024-10-31
1. ROYAL CARRIBEAN CRUISE   2023-11-15 2024-10-31
15000. US TREASURY NOTE 2.125% 11/30/24   2017-12-07 2024-11-30
39. UNITED AIRLINES HOLDINGS INC.   2024-06-26 2024-12-30
119. NVENT ELECTRIC PLC-W/I   2022-12-21 2024-12-30
11. ROYAL CARRIBEAN CRUISE   2023-11-15 2024-12-30
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,988   7,504 -2,516
b 1,136   494 642
c 2,538   1,250 1,288
d 1,529   1,174 355
e 2,926   744 2,182
2,264   508 1,756
10,014   4,135 5,879
7,303   7,964 -661
4,707   6,575 -1,868
9,030   8,467 563
2,103   1,159 944
112   145 -33
159   114 45
335   263 72
185   173 12
451   318 133
277   263 14
518   28 490
197   116 81
74   86 -12
276   235 41
161   101 60
123   143 -20
104   109 -5
93   88 5
122   53 69
163   95 68
126   122 4
132   123 9
85   81 4
189   206 -17
432   202 230
37   43 -6
147   155 -8
376   305 71
155   116 39
795   62 733
170   97 73
230   133 97
106   115 -9
227   78 149
179   168 11
290   88 202
257   248 9
141   97 44
259   105 154
88   150 -62
154   169 -15
72   39 33
415   306 109
7,495   4,634 2,861
9,983   5,935 4,048
3,695   2,344 1,351
347   581 -234
568   341 227
532   460 72
1,488   1,182 306
840   831 9
477   318 159
320   263 57
1,749   75 1,674
780   464 316
1,023   371 652
1,195   500 695
408   432 -24
268   235 33
468   572 -104
482   434 48
607   530 77
547   264 283
455   284 171
867   186 681
445   489 -44
805   788 17
767   739 28
455   570 -115
712   145 567
511   447 64
488   202 286
441   541 -100
465   305 160
620   199 421
762   546 216
678   462 216
1,625   123 1,502
635   611 24
285   194 91
529   266 263
461   575 -114
737   233 504
323   336 -13
1,125   564 561
562   175 387
703   620 83
621   388 233
491   579 -88
669   209 460
566   522 44
435   556 -121
333   371 -38
510   309 201
465   306 159
165   131 34
236   159 77
324   263 61
163   63 100
279   235 44
204   177 27
205   126 79
115   122 -7
368   73 295
119   103 16
213   66 147
170   116 54
419   31 388
671   611 60
145   97 48
137   67 70
94   115 -21
123   39 84
344   336 8
317   194 123
210   241 -31
88   111 -23
120   135 -15
66   39 27
159   102 57
4,896   7,786 -2,890
1,418   494 924
4,030   2,953 1,077
6,035   7,379 -1,344
2,421   1,525 896
2,438   1,637 801
2,770   1,733 1,037
10,768   5,193 5,575
7,810   9,311 -1,501
2,960   853 2,107
7,570   2,365 5,205
9,958   8,140 1,818
1,207   371 836
7,317   6,572 745
9,209   5,377 3,832
6,411   7,488 -1,077
2,683   414 2,269
1,789   1,470 319
1,772   1,517 255
2,592   1,688 904
203   114 89
347   263 84
372   329 43
681   28 653
360   232 128
385   124 261
336   125 211
82   86 -4
193   215 -22
42   41 1
127   109 18
283   265 18
109   53 56
872   186 686
251   244 7
124   112 12
176   197 -21
121   123 -2
433   376 57
252   206 46
519   202 317
153   122 31
505   305 200
222   66 156
184   154 30
408   31 377
142   97 45
144   149 -5
178   190 -12
256   259 -3
162   168 -6
140   124 16
170   97 73
232   245 -13
159   96 63
373   105 268
92   111 -19
95   101 -6
222   116 106
207   102 105
15,000   14,875 125
3,740   1,881 1,859
8,105   4,598 3,507
2,543   1,121 1,422
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
      202
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       -2,516
b       642
c       1,288
d       355
e       2,182
      1,756
      5,879
      -661
      -1,868
      563
      944
      -33
      45
      72
      12
      133
      14
      490
      81
      -12
      41
      60
      -20
      -5
      5
      69
      68
      4
      9
      4
      -17
      230
      -6
      -8
      71
      39
      733
      73
      97
      -9
      149
      11
      202
      9
      44
      154
      -62
      -15
      33
      109
      2,861
      4,048
      1,351
      -234
      227
      72
      306
      9
      159
      57
      1,674
      316
      652
      695
      -24
      33
      -104
      48
      77
      283
      171
      681
      -44
      17
      28
      -115
      567
      64
      286
      -100
      160
      421
      216
      216
      1,502
      24
      91
      263
      -114
      504
      -13
      561
      387
      83
      233
      -88
      460
      44
      -121
      -38
      201
      159
      34
      77
      61
      100
      44
      27
      79
      -7
      295
      16
      147
      54
      388
      60
      48
      70
      -21
      84
      8
      123
      -31
      -23
      -15
      27
      57
      -2,890
      924
      1,077
      -1,344
      896
      801
      1,037
      5,575
      -1,501
      2,107
      5,205
      1,818
      836
      745
      3,832
      -1,077
      2,269
      319
      255
      904
      89
      84
      43
      653
      128
      261
      211
      -4
      -22
      1
      18
      18
      56
      686
      7
      12
      -21
      -2
      57
      46
      317
      31
      200
      156
      30
      377
      45
      -5
      -12
      -3
      -6
      16
      73
      -13
      63
      268
      -19
      -6
      106
      105
      125
      1,859
      3,507
      1,422
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 65,299
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) 1 927
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........................... 3 927
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- ..... 5 927
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 608
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.............. 7 608
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 9 319
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 arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowWELLS FARGO BANK NA Telephone no.right arrow (800) 352-3705

Located atright arrow100 N MAIN ST FL 5D4001-052WINSTON SALEMNC ZIP+4right arrow27101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
WELLS FARGO BANK N A TRUSTEE
1 		11,748    
100 N MAIN ST FL 5D4001-052
WINSTONSALEM,NC27101
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
665,816
b
Average of monthly cash balances.......................
1b
87,628
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
753,444
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
753,444
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
11,302
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
742,142
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
37,107
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
37,107
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
927
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
927
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
36,180
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
36,180
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
36,180
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
32,277
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
32,277
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 36,180
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 29,726
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$ 32,277
a Applied to 2023, but not more than line 2a 29,726
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..... 2,551
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 .......... 		33,629
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

ST JOSEPH REGIONAL HEALTH NETWORK

2500 BERNVILLE RD
READING,PA19604 		NONE PC GENERAL OPERATING 16,500

READING HOSPITAL FOUNDATION

SIXTH AVE AND SPRUCE ST
READING,PA19611 		NONE PC GENERAL OPERATING 13,500
Total .................................right arrow 3a 30,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 13,890  
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 65,299  
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) ..   79,189  
13Total. Add line 12, columns (b), (d), and (e)..................
13
79,189
(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:
SHADELL L ESTELLE TUW
EIN:
23-6517132
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,102     1,102

TY 2024 InvestmentsCorpBondsSchedule
Name:
SHADELL L ESTELLE TUW
EIN:
23-6517132
Name of Bond End of Year Book Value End of Year Fair Market Value
9128283J7 US TREASURY NOTE    
912828YB0 US TREASURY NOTE 26,650 22,189
912828YQ7 US TREASURY NOTE 19,870 19,086
9128283F5 US TREASURY NOTE 24,166 23,637
91282CBL4 US TREASURY NOTE 23,604 20,631
912828Z94 US TREASURY NOTE 26,402 21,708
91282CFW6 US TREASURY NOTE 4.5 25,312 25,047

TY 2024 InvestmentsCorpStockSchedule
Name:
SHADELL L ESTELLE TUW
EIN:
23-6517132
Name of Stock End of Year Book Value End of Year Fair Market Value
91307C102 UNITED THERAPEUTICS 2,616 8,821
22160K105 COSTCO WHOLESALE COR 2,419 11,912
46625H100 JPMORGAN CHASE & CO 3,057 11,027
57636Q104 MASTERCARD INC    
29084Q100 EMCOR GROUP INC COM 1,638 11,348
20825C104 CONOCOPHILLIPS 2,879 6,149
174610105 CITIZENS FINANCIAL G 3,348 6,083
759509102 RELIANCE STL & ALUM    
00287Y109 ABBVIE INC 7,197 9,774
745867101 PULTE GRP INC 2,751 7,732
023135106 AMAZON COM INC COM 11,023 15,577
00724F101 ADOBE INC 5,517 5,336
75886F107 REGENERON PHARMACEUT 5,075 6,411
594918104 MICROSOFT CORP 2,032 27,819
037833100 APPLE INC 1,025 27,546
67103H107 O'REILLY AUTOMOTIVE    
02079K107 ALPHABET INC CL C 4,504 22,662
166764100 CHEVRON CORP    
38141G104 GOLDMAN SACHS GROUP 3,838 10,880
038222105 APPLIED MATERIALS IN 5,910 8,294
717081103 PFIZER INC    
172967424 CITIGROUP INC. 7,011 6,898
670346105 NUCOR CORP 4,364 5,252
68389X105 ORACLE CORPORATION    
11135F101 BROADCOM INC 5,563 20,634
526057104 LENNAR CORPORATION C 5,546 6,546
039483102 ARCHER DANIELS MIDLA    
91324P102 UNITEDHEALTH GROUP I 6,788 6,576
406216101 HALLIBURTON CO    
125269100 CF INDS HLDGS INC 5,786 5,716
G6700G107 NVENT ELECTRIC PLC-W    
001084102 AGCO CORP COM    
928254101 VIRTU FINANCIAL INC 10,510 10,240
217204106 COPART INC COM    
040413106 ARISTA NETWORKS INC    
03073E105 CENCORA INC 6,042 8,538
031162100 AMGEN INC    
127387108 CADENCE DESIGN SYSTE    
26875P101 EOG RESOURCES, INC 7,763 7,723
28176E108 EDWARDS LIFESCIENCES    
31946M103 FIRST CTZNS BANCSHAR 5,906 8,452
35137L105 FOX CORP 7,800 11,028
46120E602 INTUITIVE SURGICAL I 6,406 10,961
482480100 KLA CORP 6,547 7,561
682189105 ON SEMICONDUCTOR COR    
778296103 ROSS STORES INC 7,930 9,681
90384S303 ULTA BEAUTY INC    
V7780T103 ROYAL CARRIBEAN CRUI 4,891 11,073
040413205 ARISTA NETWORKS INC 3,335 11,937
194162103 COLGATE PALMOLIVE CO 9,012 9,273
23804L103 DATADOG INC 9,042 10,574
24703L202 DELL TECHNOLOGIES -C 9,992 10,256
25278X109 DIAMONDBACK ENERGY I 9,855 8,192
30161Q104 EXELIXIS INC 11,539 13,287
368736104 GENERAC HOLDINGS INC 10,881 10,854
45841N107 INTERACTIVE BROKERS 8,573 12,367
525327102 LEIDOS HOLDINGS, INC 10,197 9,508
64110L106 NETFLIX INC 9,165 13,370
679295105 OKTA INC 10,084 10,638
690742101 OWENS CORNING INC 10,613 9,538
72352L106 PINTEREST INC 9,862 8,845
747525103 QUALCOMM INC 8,911 8,142
87162W100 TD SYNNEX CORP 10,661 10,203
90138F102 TWILIO INC 8,857 15,780
910047109 UNITED AIRLINES HOLD 6,318 12,720

TY 2024 InvestmentsOtherSchedule2
Name:
SHADELL L ESTELLE TUW
EIN:
23-6517132
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
828806109 SIMON PROPERTY GROUP AT COST 6,307 11,194
962166104 WEYERHAEUSER CO AT COST 6,718 5,602

TY 2024 OtherIncreasesSchedule
Name:
SHADELL L ESTELLE TUW
EIN:
23-6517132
Description Amount
ROUNDING 7


TY 2024 OtherProfessionalFeesSchedule
Name:
SHADELL L ESTELLE TUW
EIN:
23-6517132
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 1,901 1,901    


TY 2024 TaxesSchedule
Name:
SHADELL L ESTELLE TUW
EIN:
23-6517132
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 131 0   0
FEDERAL ESTIMATES - PRINCIPAL 608 0   0