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
HUNT C GILES CHAR - MAIN
 
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

23-7428278
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$6,674,181J 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... 134,894 133,943  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 47,789
b Gross sales price for all assets on line 6a 1,458,544
7 Capital gain net income (from Part IV, line 2)... 47,789
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........ 182,683 181,732  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 72,684 54,513   18,171
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
1,295 0 0 1,295
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
3,380 3,380   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,751 2,373   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
724 183   541
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 81,834 60,449 0 20,007
25 Contributions, gifts, grants paid....... 310,820 310,820
26 Total expenses and disbursements. Add lines 24 and 25 392,654 60,449 0 330,827
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -209,971
b Net investment income (if negative, enter -0-) 121,283
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............. 1,026    
2 Savings and temporary cash investments......... 394,996 258,316 258,316
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)....... 669,361 Click to see attachment
List of Attached Documents:
// Content
683,973 		1,251,539
c Investments—corporate bonds (attach schedule)....... 1,386,006 Click to see attachment
List of Attached Documents:
// Content
1,912,040 		1,898,972
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).......... 1,455,497 Click to see attachment
List of Attached Documents:
// Content
842,114 		3,265,354
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) 3,906,886 3,696,443 6,674,181
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........ 3,906,886 3,696,443
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)..... 3,906,886 3,696,443
30 Total liabilities and net assets/fund balances (see instructions). 3,906,886 3,696,443
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
3,906,886
2
Enter amount from Part I, line 27a .....................
2
-209,971
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,243
4
Add lines 1, 2, and 3 ..........................
4
3,701,158
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,715
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,696,443
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 40000. BECTON DICKINSON AND 3.734% 12/15/24   2023-05-08 2024-01-17
b 125000. US TREASURY NOTE 1.500% 9/30/24   2019-10-22 2024-01-17
c 12. APARTMENT INCOME REIT CORP     2024-02-16
d 2. ESSEX PPTY TR COM   2016-10-13 2024-02-16
e 7. REALTY INCOME CORP COM   2023-11-16 2024-02-16
3. SIMON PROPERTY GROUP INC   2016-11-25 2024-02-16
5. SUN CMNTYS INC COM     2024-02-16
1. AGREE RLTY CORP COM   2020-12-08 2024-02-20
1. ALEXANDRIA REAL ESTATE EQUITIES   2021-02-17 2024-02-20
4. AMERICAN HOMES 4 RENT   2019-09-23 2024-02-20
1. AMERICAN TOWER CORP   2020-10-19 2024-02-20
1. APPLE HOSPITALITY REIT INC   2020-12-08 2024-02-20
1. AVALONBAY CMNTYS INC   2016-10-13 2024-02-20
1. BROADSTONE NET LEASE INC   2022-03-04 2024-02-20
1. DIAMONDROCK HOSPITALITY CO   2022-03-04 2024-02-20
2. DIGITAL RLTY TR INC   2020-10-19 2024-02-20
2. FIRST INDL RLTY TR INC COM   2021-06-25 2024-02-20
9. AMERICAN HEALTHCARE REIT INC   2024-02-07 2024-02-20
1. HEALTHCARE REALTY TRUST INC   2020-11-05 2024-02-20
5. INVITATION HOMES INC   2017-02-09 2024-02-20
2. KILROY REALTY CORP COM   2021-06-25 2024-02-20
2. NETSTREIT CORP   2022-01-20 2024-02-20
1. PROLOGIS INC   2023-06-22 2024-02-20
1. REXFORD INDUSTRIAL REALTY INC   2021-11-04 2024-02-20
1. SABRA HEALTH CARE REIT -   2019-05-16 2024-02-20
2. TERRENO REALTY CORP   2019-06-14 2024-02-20
4. VENTAS INC COM   2021-07-20 2024-02-20
3. VICI PROPERTIES INC   2022-03-04 2024-02-20
1. WELLTOWER INC   2023-10-18 2024-02-20
5. ALEXANDRIA REAL ESTATE EQUITIES     2024-02-29
32. AMERICAN HOMES 4 RENT     2024-02-29
1. EQUINIX INC   2023-10-02 2024-02-29
19. EQUITY RESIDENTIAL PPTYS TR SH BEN     2024-02-29
49. FIRST INDL RLTY TR INC COM     2024-02-29
11. KILROY REALTY CORP COM     2024-02-29
2. PROLOGIS INC     2024-02-29
10. PROLOGIS INC     2024-02-29
6. ALEXANDRIA REAL ESTATE EQUITIES   2022-07-01 2024-03-01
5. AMERICAN HOMES 4 RENT   2020-04-07 2024-03-01
6. EQUITY RESIDENTIAL PPTYS TR SH BEN   2022-07-26 2024-03-01
2. ESSEX PPTY TR COM   2016-10-13 2024-03-01
13. PUBLIC STORAGE INC COM     2024-03-01
8. SIMON PROPERTY GROUP INC   2016-11-25 2024-03-01
8. SUN CMNTYS INC COM     2024-03-01
7. WELLTOWER INC     2024-03-01
3. ALEXANDRIA REAL ESTATE EQUITIES   2023-08-01 2024-03-08
2. ALEXANDRIA REAL ESTATE EQUITIES     2024-03-08
18. AIRBUS SE - UNSP ADR   2022-05-19 2024-03-11
22. AXA - ADR   2023-01-25 2024-03-11
2. GOLDMAN SACHS GROUP INC   2020-11-16 2024-03-11
70. HASBRO INC     2024-03-11
22. ORIX CORPORATION - ADR   2022-08-31 2024-03-11
15. RPM INTERNATIONAL INC   2021-09-23 2024-03-11
10. SAP SE   2021-04-19 2024-03-11
112. SMITH & NEPHEW PLC - ADR     2024-03-11
65. SUMITOMO TRUST AND BANKING ADR   2018-05-17 2024-03-11
16. TOKYO ELECTRON LTD-UNSP ADR     2024-03-11
11. UNION PACIFIC CORP   2023-04-03 2024-03-11
7. UNION PACIFIC CORP   2021-09-23 2024-03-11
22. WILLIAMS COS INC   2021-05-21 2024-03-11
10. AMERICAN HOMES 4 RENT   2020-04-07 2024-03-14
1. ESSEX PPTY TR COM   2016-10-13 2024-03-14
11. REALTY INCOME CORP COM   2023-11-16 2024-03-14
3. SUN CMNTYS INC COM   2016-10-13 2024-03-14
15. VICI PROPERTIES INC     2024-03-14
14. ADVANCED MICRO DEVICES INC   2023-12-14 2024-03-25
1. ADVANCED MICRO DEVICES INC   2023-02-09 2024-03-25
2. BROADCOM INC   2019-07-03 2024-03-25
16. COUSINS PROPERTIES INC   2019-07-16 2024-03-25
64. DIAGEO PLC - ADR     2024-03-25
19. DIGITAL RLTY TR INC     2024-03-25
73. NIKE INC CL B   2017-10-12 2024-03-25
10. REALTY INCOME CORP COM   2023-11-16 2024-03-25
10. VICI PROPERTIES INC   2022-03-28 2024-03-25
15. EATON CORP PLC     2024-03-25
5. CHEVRON CORP   2023-06-09 2024-04-12
9. NOVARTIS AG - ADR   2012-12-19 2024-04-12
10. AGREE RLTY CORP COM   2023-10-31 2024-04-24
33. AGREE RLTY CORP COM     2024-04-24
17. REXFORD INDUSTRIAL REALTY INC     2024-04-24
3. ADOBE SYS INC   2024-03-25 2024-05-07
6. ADVANCED MICRO DEVICES INC   2023-02-09 2024-05-07
37. ALPHABET INC CL C   2020-04-23 2024-05-07
9. APPLE INC   2023-12-14 2024-05-07
30. APPLE INC   2009-12-17 2024-05-07
2. BLACKROCK INC   2014-06-11 2024-05-07
16. BLACKSTONE INC   2023-02-09 2024-05-07
6. BOEING CO   2019-02-14 2024-05-07
3. BROADCOM INC   2019-07-03 2024-05-07
7. CELANESE CORP   2023-06-14 2024-05-07
37. CITIGROUP INC.     2024-05-07
21. ELECTRONIC ARTS INC     2024-05-07
3. HILTON WORLDWIDE HOLDINGS IN   2024-03-25 2024-05-07
2. HOME DEPOT INC   2023-12-14 2024-05-07
128. ISHARES S&P MID-CAP 400 GROWTH   2016-11-18 2024-05-07
100. ISHARES S&P MID-CAP 400 VALUE   2016-11-18 2024-05-07
200. ISHARES S&P SMALL-CAP 600 VALUE   2016-11-18 2024-05-07
100. ISHARES S&P SMALL-CAP 600 GROWTH   2005-06-28 2024-05-07
1484. ISHARES CORE MSCI EMERGING ETF   2021-05-20 2024-05-07
17. JPMORGAN CHASE & CO     2024-05-07
2. LAM RESEARCH CORP COM   2023-02-09 2024-05-07
5. ELI LILLY & CO COM   2017-01-27 2024-05-07
98. MANULIFE FINANCIAL CORP     2024-05-07
14. MICROSOFT CORP     2024-05-07
10. MONDELEZ INTERNATIONAL INC     2024-05-07
52. REGIONS FINL CORP NEW   2023-02-09 2024-05-07
23. SUNCOR ENERGY INC NEW F   2015-06-15 2024-05-07
2. THERMO FISHER SCIENTIFIC INC   2023-06-14 2024-05-07
14. TOTAL S.A. - ADR   2023-12-14 2024-05-07
25. UNILEVER PLC - ADR   2020-02-03 2024-05-07
4. UNION PACIFIC CORP   2023-12-14 2024-05-07
2. UNITEDHEALTH GROUP INC   2024-03-25 2024-05-07
3. WASTE MANAGEMENT INC   2023-12-14 2024-05-07
7. EATON CORP PLC   2021-02-10 2024-05-07
20. GARMIN LTD     2024-05-07
6. TE CONNECTIVITY LTD   2021-11-19 2024-05-07
38. APARTMENT INCOME REIT CORP   2020-12-15 2024-05-10
8. ESSEX PPTY TR COM   2016-10-13 2024-05-10
6. EXTRA SPACE STORAGE INC     2024-05-10
124. DEUTSCHE BOERSE AG ADR     2024-05-15
22. INTERNATIONAL FLAVORS & FRAGRANCES     2024-05-15
57. MONDELEZ INTERNATIONAL INC     2024-05-15
11. NEXTERA ENERGY INC   2023-06-09 2024-05-15
8. PEPSICO INC   2022-06-24 2024-05-15
2. PROCTER & GAMBLE CO   2023-12-21 2024-05-15
9. PROCTER & GAMBLE CO   2021-03-01 2024-05-15
59. PUBLIC SVC ENTERPRISE GROUP INC   2012-12-19 2024-05-15
89. ROCHE HOLDINGS LTD - ADR   2012-12-19 2024-05-15
51. VEOLIA ENVIRONNEMENT ADR   2023-04-03 2024-05-15
50000. VR BANK OF AMERICA 1.530% 12/06/25   2023-05-08 2024-05-16
7. APARTMENT INCOME REIT CORP   2020-12-15 2024-05-17
17. APPLE HOSPITALITY REIT INC   2024-03-14 2024-05-17
65. APPLE HOSPITALITY REIT INC   2020-12-08 2024-05-17
3. DIGITAL RLTY TR INC   2022-11-11 2024-05-17
9. GAMING AND LEISURE PROPE-W/I   2022-12-05 2024-05-17
4. NATIONAL HEALTH INVS INC   2023-03-17 2024-05-17
11. APARTMENT INCOME REIT CORP   2020-12-15 2024-05-31
32. APPLE HOSPITALITY REIT INC     2024-05-31
1. BOOKING HOLDINGS INC   2023-06-14 2024-06-11
4. BOOKING HOLDINGS INC     2024-06-11
3. BROADCOM INC   2019-07-03 2024-06-11
63. ELECTRONIC ARTS INC     2024-06-11
6. META PLATFORMS INC   2024-03-25 2024-06-11
5. LAM RESEARCH CORP COM     2024-06-11
11. EATON CORP PLC   2021-02-10 2024-06-11
2. ESSEX PPTY TR COM   2016-10-13 2024-06-25
3. EXTRA SPACE STORAGE INC     2024-06-25
12. APARTMENT INCOME REIT CORP     2024-06-28
35000. CELANESE US HOLDINGS 5.900% 7/05/24   2023-05-08 2024-07-05
1. ALEXANDRIA REAL ESTATE EQUITIES   2016-11-25 2024-07-31
2. AMERICAN HOMES 4 RENT   2019-02-05 2024-07-31
2. AMERICOLD REALTY TRUST INC   2023-12-22 2024-07-31
1. AVALONBAY CMNTYS INC   2016-10-13 2024-07-31
2. COUSINS PROPERTIES INC   2019-07-16 2024-07-31
2. DIAMONDROCK HOSPITALITY CO   2022-03-04 2024-07-31
1. DIGITAL RLTY TR INC   2022-11-11 2024-07-31
1. EQUINIX INC   2024-03-25 2024-07-31
1. EQUITY RESIDENTIAL PPTYS TR SH BEN   2024-06-25 2024-07-31
1. FIRST INDL RLTY TR INC COM   2016-10-13 2024-07-31
3. AMERICAN HEALTHCARE REIT INC   2024-02-07 2024-07-31
5. HEALTHCARE REALTY TRUST INC   2020-11-05 2024-07-31
1. INVENTRUST PROPERTIES CORP   2021-11-04 2024-07-31
5. INVITATION HOMES INC   2017-02-09 2024-07-31
15. KROGER CO   2023-04-03 2024-07-31
65. MERCK & CO INC NEW     2024-07-31
1. NATIONAL HEALTH INVS INC   2023-03-17 2024-07-31
1. NETSTREIT CORP   2022-01-20 2024-07-31
22. PHILIP MORRIS INTERNATIONAL IN   2023-01-25 2024-07-31
2. PROLOGIS INC   2024-04-24 2024-07-31
183. REGIONS FINL CORP NEW   2022-11-02 2024-07-31
2. REXFORD INDUSTRIAL REALTY INC   2022-06-01 2024-07-31
1. SBA COMMUNICATIONS CORP   2024-03-25 2024-07-31
2. SABRA HEALTH CARE REIT -   2019-05-16 2024-07-31
16. SANOFI-ADR   2022-03-14 2024-07-31
1. SUN CMNTYS INC COM   2016-10-13 2024-07-31
1. TERRENO REALTY CORP   2024-04-24 2024-07-31
3. VENTAS INC COM   2021-07-20 2024-07-31
4. VICI PROPERTIES INC   2022-03-28 2024-07-31
4. WELLTOWER INC   2023-08-22 2024-07-31
1. WEYERHAEUSER CO   2024-03-01 2024-07-31
3. AMERICAN TOWER CORP     2024-08-22
2. ESSEX PPTY TR COM   2016-10-13 2024-08-22
17. FIRST INDL RLTY TR INC COM     2024-08-22
5. ABBVIE INC   2022-05-19 2024-08-26
118. SEVEN & I HOLDINGS CO. LTD ADR   2023-07-17 2024-08-26
19. TC ENERGY CORP   2020-09-22 2024-08-26
14. UNILEVER PLC - ADR   2020-06-08 2024-08-26
104. HEALTHCARE REALTY TRUST INC     2024-09-19
12. REXFORD INDUSTRIAL REALTY INC     2024-09-20
20. BROADCOM INC   2019-07-03 2024-09-25
24. STARBUCKS CORP COM   2023-06-14 2024-09-25
27. TORONTO DOMINION BK ONT COM NEW   2024-05-07 2024-09-25
199. TORONTO DOMINION BK ONT COM NEW     2024-09-25
100000. US TREASURY NOTE 1.375% 1/31/25   2020-02-20 2024-09-25
13. GARMIN LTD     2024-09-25
13. ALEXANDRIA REAL ESTATE EQUITIES     2024-09-30
100. CISCO SYSTEMS INC   2014-02-28 2024-10-03
9. NESTLE S.A. REGISTERED SHARES - ADR     2024-10-03
34. SUN CMNTYS INC COM     2024-10-03
8756.567 FIDELITY NEW MRKTS INC-Z #3323   2023-05-09 2024-10-09
32608.696 PGIM HIGH YIELD-Q 1067   2020-09-15 2024-10-09
29438.684 TCW EMRG MRKTS INC-PLAN #5721   2018-11-07 2024-10-09
50000. GOLDMAN SACHS GROUP 3.500% 4/01/25   2020-06-22 2024-10-10
50000. JPMORGAN CHASE & CO 3.900% 7/15/25   2020-06-22 2024-10-10
50000. KINDER MORGAN INC/DE 4.300% 6/01/25   2020-06-22 2024-10-10
50000. SCHLUMBERGER FIN CA 1.400% 9/17/25   2021-04-05 2024-10-10
28. SOUTH BOW CORP     2024-10-10
.2 SOUTH BOW CORP   2023-04-03 2024-10-17
25. BLACKSTONE INC     2024-10-22
12. BROADCOM INC   2019-07-03 2024-10-22
113. MANULIFE FINANCIAL CORP     2024-10-22
77. REGIONS FINL CORP NEW     2024-10-22
1. AMERICAN TOWER CORP   2020-10-19 2024-10-29
23. ALEXANDRIA REAL ESTATE EQUITIES     2024-11-04
8. ABBVIE INC   2021-07-06 2024-12-02
10. CISCO SYSTEMS INC   2024-05-07 2024-12-02
12. CISCO SYSTEMS INC   2020-04-23 2024-12-02
19. CITIGROUP INC.   2019-04-22 2024-12-02
1. META PLATFORMS INC   2024-03-25 2024-12-02
2. META PLATFORMS INC   2021-04-08 2024-12-02
12. RTX CORP   2021-07-06 2024-12-02
3. UNITEDHEALTH GROUP INC   2024-03-25 2024-12-02
17. EQUITY LIFESTYLE PPTYS INC   2024-10-03 2024-12-11
15. NNN REIT INC     2024-12-11
7. VENTAS INC COM   2021-07-20 2024-12-11
4. WELLTOWER INC   2023-08-22 2024-12-11
127. DIAMONDROCK HOSPITALITY CO     2024-12-27
11. TERRENO REALTY CORP   2024-04-24 2024-12-27
4. TERRENO REALTY CORP   2019-06-14 2024-12-27
4. AMERICAN TOWER CORP     2024-12-31
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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    
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    
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 39,434   39,272 162
b 122,046   124,351 -2,305
c 382   240 142
d 471   415 56
e 367   368 -1
450   549 -99
652   739 -87
57   66 -9
119   169 -50
139   102 37
188   243 -55
16   13 3
177   167 10
16   21 -5
9   9  
275   313 -38
109   106 3
123   118 5
14   27 -13
164   105 59
72   142 -70
35   45 -10
133   119 14
53   68 -15
14   18 -4
126   95 31
175   236 -61
89   83 6
93   86 7
631   825 -194
1,181   746 435
891   711 180
1,142   1,437 -295
2,601   1,772 829
420   771 -351
267   225 42
1,335   645 690
740   884 -144
184   115 69
363   440 -77
465   415 50
3,697   3,301 396
1,191   1,463 -272
1,059   980 79
647   582 65
381   368 13
254   258 -4
776   508 268
796   686 110
770   444 326
3,629   6,560 -2,931
2,318   1,823 495
1,748   1,190 558
1,889   1,394 495
3,106   4,209 -1,103
766   562 204
1,998   683 1,315
2,750   2,214 536
1,750   1,409 341
791   554 237
363   230 133
235   207 28
566   577 -11
391   210 181
431   413 18
2,523   1,909 614
180   85 95
2,698   569 2,129
369   586 -217
9,339   6,040 3,299
2,604   2,297 307
6,820   3,704 3,116
520   524 -4
288   274 14
4,702   2,047 2,655
815   795 20
854   479 375
585   560 25
1,930   2,119 -189
732   1,072 -340
1,480   1,526 -46
924   510 414
6,382   2,371 4,011
1,644   1,774 -130
5,480   206 5,274
1,565   623 942
1,953   1,463 490
1,060   2,467 -1,407
3,902   854 3,048
1,137   819 318
2,296   2,606 -310
2,734   2,708 26
598   630 -32
681   703 -22
11,527   5,684 5,843
11,580   7,019 4,561
20,053   13,411 6,642
13,071   2,712 10,359
78,883   96,623 -17,740
3,261   1,732 1,529
1,835   1,056 779
3,880   375 3,505
2,377   1,464 913
5,745   2,559 3,186
705   429 276
1,028   1,238 -210
893   750 143
1,146   1,048 98
1,009   951 58
1,313   1,471 -158
966   972 -6
999   974 25
632   531 101
2,289   852 1,437
3,400   2,505 895
860   989 -129
1,465   761 704
2,070   1,660 410
878   999 -121
2,405   2,378 27
2,115   2,534 -419
4,091   2,323 1,768
836   825 11
1,434   1,326 108
330   289 41
1,487   1,126 361
4,385   1,825 2,560
2,787   2,288 499
842   792 50
48,864   46,945 1,919
271   140 131
250   276 -26
955   837 118
436   338 98
416   470 -54
265   201 64
426   220 206
458   362 96
3,790   2,601 1,189
15,159   6,423 8,736
4,374   854 3,520
8,615   5,076 3,539
3,000   3,034 -34
4,991   1,577 3,414
3,513   1,339 2,174
554   415 139
473   494 -21
469   240 229
35,000   35,129 -129
118   110 8
73   46 27
61   61  
207   167 40
55   73 -18
17   19 -2
149   113 36
790   793 -3
70   69 1
55   27 28
49   39 10
89   134 -45
28   24 4
178   105 73
814   747 67
7,548   3,743 3,805
76   50 26
17   23 -6
2,512   2,267 245
256   207 49
4,119   4,087 32
101   125 -24
219   216 3
33   36 -3
827   814 13
129   70 59
69   55 14
165   176 -11
127   109 18
454   320 134
32   35 -3
656   742 -86
576   415 161
931   451 480
986   757 229
1,657   1,687 -30
863   864 -1
887   750 137
1,842   2,332 -490
614   719 -105
3,498   569 2,929
2,294   2,419 -125
1,700   1,494 206
12,533   11,191 1,342
98,934   100,004 -1,070
2,249   1,287 962
1,544   1,345 199
5,216   2,196 3,020
885   1,055 -170
4,477   2,329 2,148
112,960   100,000 12,960
157,826   174,457 -16,631
196,650   228,718 -32,068
49,674   54,675 -5,001
49,731   56,728 -6,997
49,762   56,415 -6,653
48,651   50,224 -1,573
646   506 140
5   4 1
4,198   2,042 2,156
2,153   341 1,812
3,392   1,649 1,743
1,819   1,746 73
213   243 -30
2,567   2,338 229
1,453   924 529
594   473 121
713   504 209
1,355   1,316 39
590   506 84
1,181   623 558
1,426   1,023 403
1,822   1,461 361
1,175   1,180 -5
635   652 -17
423   410 13
514   318 196
1,171   844 327
650   610 40
236   190 46
728   958 -230
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
      3,420
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       162
b       -2,305
c       142
d       56
e       -1
      -99
      -87
      -9
      -50
      37
      -55
      3
      10
      -5
       
      -38
      3
      5
      -13
      59
      -70
      -10
      14
      -15
      -4
      31
      -61
      6
      7
      -194
      435
      180
      -295
      829
      -351
      42
      690
      -144
      69
      -77
      50
      396
      -272
      79
      65
      13
      -4
      268
      110
      326
      -2,931
      495
      558
      495
      -1,103
      204
      1,315
      536
      341
      237
      133
      28
      -11
      181
      18
      614
      95
      2,129
      -217
      3,299
      307
      3,116
      -4
      14
      2,655
      20
      375
      25
      -189
      -340
      -46
      414
      4,011
      -130
      5,274
      942
      490
      -1,407
      3,048
      318
      -310
      26
      -32
      -22
      5,843
      4,561
      6,642
      10,359
      -17,740
      1,529
      779
      3,505
      913
      3,186
      276
      -210
      143
      98
      58
      -158
      -6
      25
      101
      1,437
      895
      -129
      704
      410
      -121
      27
      -419
      1,768
      11
      108
      41
      361
      2,560
      499
      50
      1,919
      131
      -26
      118
      98
      -54
      64
      206
      96
      1,189
      8,736
      3,520
      3,539
      -34
      3,414
      2,174
      139
      -21
      229
      -129
      8
      27
       
      40
      -18
      -2
      36
      -3
      1
      28
      10
      -45
      4
      73
      67
      3,805
      26
      -6
      245
      49
      32
      -24
      3
      -3
      13
      59
      14
      -11
      18
      134
      -3
      -86
      161
      480
      229
      -30
      -1
      137
      -490
      -105
      2,929
      -125
      206
      1,342
      -1,070
      962
      199
      3,020
      -170
      2,148
      12,960
      -16,631
      -32,068
      -5,001
      -6,997
      -6,653
      -1,573
      140
      1
      2,156
      1,812
      1,743
      73
      -30
      229
      529
      121
      209
      39
      84
      558
      403
      361
      -5
      -17
      13
      196
      327
      40
      46
      -230
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 47,789
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 1,686
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 1,686
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 1,686
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,212
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 1,212
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 9 474
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 arrowOR
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 		72,684    
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
6,113,817
b
Average of monthly cash balances.......................
1b
300,061
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,413,878
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
6,413,878
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
96,208
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,317,670
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
315,884
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
315,884
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,686
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,686
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
314,198
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
314,198
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
314,198
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
330,827
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
330,827
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 7 314,198
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 231,032
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$ 330,827
a Applied to 2023, but not more than line 2a 231,032
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..... 99,795
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 .......... 		214,403
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

NORTH DOUGLAS LIBRARY DISTRICT

PO BOX 128
DRAIN,OR97435 		NONE PC GENERAL OPERATING 10,000

ST FRANCIS COMMUNITY KITCHEN

323 N COMSTOCK
ROSEBURG,OR97471 		NONE PC GENERAL OPERATING 20,000

ST JOSEPH CHURCH

53 WHITCOMB ST
WEBSTER,MA015702433 		NONE PC GENERAL OPERATING 11,000

LOWER UMPQUA LIBRARY

395 WINCHESTER AVE
REEDSPORT,OR97467 		NONE PC GENERAL OPERATING 10,000

LIGHTHOUSE OF GOD MISSION

PO BOX 1937
ROSEBURG,OR97470 		NONE PC GENERAL OPERATING 10,000

FRIENDS OF THE YONCALLA LIBRARY

PO BOX 157
YONCALLA,OR974990157 		NONE PC GENERAL OPERATING 3,220

RONALD MCDONALD HOUSE CHARITIES OF

1315 BARBARA JORDAN BOULEVARD
AUSTIN,TX78723 		NONE PC GENERAL OPERATING 12,500

SOURCE ONE SERENITY

PO BOX 274
ROSEBURG,OR97470 		NONE PC GENERAL OPERATING 5,000

FAMILY FAITH AND RELATIONSHIP ADVOCATES

505 SE MAIN ST
ROSEBURG,OR97470 		NONE PC GENERAL OPERATING 8,500

FRIENDS OF THE OAKLAND LIBRARY

PO BOX 204
OAKLAND,OR974620000 		NONE PC GENERAL OPERATING 3,000

DOUGLAS COMMUNITY LIBRARY ASSOCIATION

PO BOX 812
CANYONVILLE,OR974179703 		NONE PC GENERAL OPERATING 8,000

EMERGENCY HOUSING

4924 PERSHING AVE SE
ALBUQUERQUE,NM871083532 		NONE PC GENERAL OPERATING 10,000

NORTH UMPQUA HOLIDAY FOOD & GIFT PROGRAM

PO BOX 96
GLIDE,OR974430096 		NONE PC GENERAL OPERATING 10,000

OREGON COAST SCHOOL OF ART

PO BOX 294
GARDINER,OR974410000 		NONE PC GENERAL OPERATING 10,000

UMPQUA COMMUNITY CENTER

PO BOX 2
UMPQUA,OR974860002 		NONE PC GENERAL OPERATING 10,000

UNITED COMMUNITY ACTION NETWORK

251 NE GARDEN VALLEY BOULEVARD STE
ROSEBURG,OR974701495 		NONE PC GENERAL OPERATING 10,000

SOUTH UMPQUA HISTORICAL SOCIETY

PO BOX 1112
CANYONVILLE,OR974171112 		NONE PC GENERAL OPERATING 2,000

SAFARI GAME SEARCH FOUNDATION

PO BOX 1600
WINSTON,OR97496 		NONE PC GENERAL OPERATING 10,000

THE FRIENDLY KITCHENMEALS ON WHEELS
ROSEBURG
PO BOX 744
WINCHESTER,OR97495 		NONE PC GENERAL OPERATING 20,000

FAMILY DEVELOPMENT CENTER DOUGLAS COUNT
RELIEF NURSERY
300 JERRYS DR
ROSEBURG,OR974701132 		NONE PC GENERAL OPERATING 15,000

HIV ALLIANCE

1195 CITY VIEW ST
EUGENE,OR97402 		NONE PC GENERAL OPERATING 6,600

ALTRUSA INTERNATIONAL FOUNDATION INC

PO BOX 957
ROSEBURG,OR974700218 		NONE PC GENERAL OPERATING 5,000

SUTHERLIN OAKLAND EMERGENCY FOOD PANTRY

PO BOX 84
SUTHERLIN,OR974790094 		NONE PC GENERAL OPERATING 20,000

SAFE HAVEN MATERNITY HOME

PO BOX 1822
ROSEBURG,OR97470 		NONE PC GENERAL OPERATING 9,000

SOUTH LANE FAMILY NURSERY DBA FAMILY
RELIEF NURSERY
PO BOX 1207
COTTAGE GROVE,OR974240054 		NONE PC GENERAL OPERATING 5,000

UMPQUA DISCOVERY CENTER TREASURE CHEST I

PO BOX 622
REEDSPORT,OR974670622 		NONE PC GENERAL OPERATING 2,500

CASA OF DOUGLAS COUNTY INC

1253 NW HIGHLAND STREET
ROSEBURG,OR97470 		NONE PC GENERAL OPERATING 7,500

ELKTON COMMUNITY EDUCATION CENTER

PO BOX 684
ELKTON,OR97436 		NONE PC GENERAL OPERATING 10,000

SAVING GRACE INC

450 OLD DEL RIO RD
ROSEBURG,OR97471 		NONE PC GENERAL OPERATING 10,000

CITY OF ROSEBURG

900 SE DOUGLAS AVE
ROSEBURG,OR97470 		NONE PC GENERAL OPERATING 15,000

THE FISH OF ROSEBURG

405 JERRYS DR
ROSEBURG,OR97470 		NONE PC GENERAL OPERATING 22,000
Total .................................right arrow 3a 310,820
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 ....     14 134,894  
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 47,789  
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) ..   182,683  
13Total. Add line 12, columns (b), (d), and (e)..................
13
182,683
(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:
HUNT C GILES CHAR - MAIN
EIN:
23-7428278
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,295     1,295

TY 2024 InvestmentsCorpBondsSchedule
Name:
HUNT C GILES CHAR - MAIN
EIN:
23-7428278
Name of Bond End of Year Book Value End of Year Fair Market Value
912828YH7 US TREASURY NOTE 1.5    
46625HMN7 JPMORGAN CHASE & CO    
49456BAF8 KINDER MORGAN INC/DE    
38141GXJ8 GOLDMAN SACHS GROUP    
912828Z52 US TREASURY NOTE    
0641593U8 BANK OF NOVA SCOTIA 49,209 47,981
581557BQ7 MCKESSON CORP 50,080 48,339
80685XAC5 SCHLUMBERGER FIN CA    
91282CCZ2 US TREASURY NOTE 98,527 94,369
29444UBK1 EQUINIX INC 49,973 48,682
91282CET4 US TREASURY NOTE 2.6 236,604 240,670
91282CEC1 US TREASURY NOTE 1.8 58,151 57,078
02005NBQ2 ALLY FINANCIAL INC 32,678 34,761
023135CF1 AMAZON.COM INC 58,234 58,558
037833ET3 APPLE INC 35,356 34,500
06051GKE8 VR BANK OF AMERICA    
075887BF5 BECTON DICKINSON AND    
097023DG7 BOEING CO 46,482 48,490
15089QAR5 CELANESE US HOLDINGS    
30303M8L9 META PLATFORMS INC 30,279 30,038
912810FF0 US TREASURY BOND 5.2 102,984 103,150
00206RHJ4 AT&T INC 24,907 24,459
023608AP7 AMEREN CORP 30,691 30,489
06051GLG2 VR BANK OF AMERICA 35,021 35,163
126650CX6 CVS HEALTH CORP 24,661 24,223
14913UAQ3 CATERPILLAR FINL SER 40,124 39,391
172967KU4 CITIGROUP INC 24,581 24,306
38141GWZ3 VR GOLDMAN SACHS 4.2 39,489 38,920
45687VAA4 INGERSOLL RAND INC 25,555 25,398
45866FAU8 INTERCONTINENTALEXCH 29,845 29,565
46647PDU7 VR JPMORGAN CHASE & 40,974 40,402
579780AR8 MCCORMICK & CO 38,185 38,313
61747YEZ4 VR MORGAN STANLEY 5. 45,321 45,153
67103HAM9 O'REILLY AUTOMOTIVE 30,807 30,519
693506BU0 PPG INDUSTRIES INC 38,144 38,314
78016FZS6 ROYAL BANK OF CANADA 40,021 39,526
842400HY2 SOUTHERN CAL EDISON 36,332 35,828
842587CV7 SOUTHERN CO 28,866 29,382
91282CFL0 US TREASURY NOTE 99,770 97,825
91282CHE4 US TREASURY NOTE 122,896 122,263
91282CJW2 US TREASURY NOTE 100,320 98,630
91282CKG5 US TREASURY NOTE 100,855 99,017
913017CY3 RTX CORP 4.125% 11/1 24,731 24,333
961214FK4 WESTPAC BANKING CORP 41,387 40,937

TY 2024 InvestmentsCorpStockSchedule
Name:
HUNT C GILES CHAR - MAIN
EIN:
23-7428278
Name of Stock End of Year Book Value End of Year Fair Market Value
641069406 NESTLE S.A. REGISTER 8,785 7,516
92826C839 VISA INC-CLASS A SHR 10,912 19,278
09857L108 BOOKING HOLDINGS INC    
75513E101 RTX CORP 9,888 15,622
512807108 LAM RESEARCH CORP CO    
02079K107 ALPHABET INC CL C 4,697 57,703
747525103 QUALCOMM INC 4,314 7,681
87612E106 TARGET CORP 1,818 7,165
11135F101 BROADCOM INC 4,858 41,268
192446102 COGNIZANT TECH SOLUT 6,476 9,228
749685103 RPM INTERNATIONAL IN 3,281 6,030
09247X101 BLACKROCK INC    
17275R102 CISCO SYSTEMS INC 4,094 14,504
94106L109 WASTE MANAGEMENT INC 7,521 12,713
826197501 SIEMENS AG - SPONSOR 2,345 4,737
548661107 LOWES COS INC 6,504 10,119
867224107 SUNCOR ENERGY INC NE 14,910 20,231
907818108 UNION PACIFIC CORP 4,549 11,858
969457100 WILLIAMS COS INC 4,307 11,528
58933Y105 MERCK & CO INC NEW 10,920 18,404
532457108 ELI LILLY & CO COM 2,252 23,160
742718109 PROCTER & GAMBLE CO 6,708 9,053
89151E109 TOTALENERGIES SE -SP 22,042 22,781
83175M205 SMITH & NEPHEW PLC -    
H2906T109 GARMIN LTD 6,075 13,613
G25839104 COCA-COLA EUROPACIFI 4,791 9,755
502441306 LVMH MOET HENNESSY U 5,343 7,188
80105N105 SANOFI-ADR 4,039 4,244
91324P102 UNITEDHEALTH GROUP I 1,821 22,258
172967424 CITIGROUP INC. 13,804 19,709
032654105 ANALOG DEVICES INC 14,369 15,935
285512109 ELECTRONIC ARTS INC    
904767704 UNILEVER PLC - ADR 15,927 18,087
609207105 MONDELEZ INTERNATION 6,349 8,840
459506101 INTERNATIONAL FLAVOR 6,129 5,242
418056107 HASBRO INC    
150870103 CELANESE CORP 5,873 7,544
87807B107 TC ENERGY CORP 5,152 6,561
66987V109 NOVARTIS AG - ADR 5,417 7,882
86562M209 SUMITOMO TRUST AND B 5,576 10,273
65339F101 NEXTERA ENERGY INC 4,025 7,384
46625H100 JPMORGAN CHASE & CO 5,296 30,443
00287Y109 ABBVIE INC 20,704 28,787
891160509 TORONTO DOMINION BK    
G5960L103 MEDTRONIC PLC 3,306 3,355
478160104 JOHNSON & JOHNSON 10,455 9,545
771195104 ROCHE HOLDINGS LTD -    
686330101 ORIX CORPORATION - A 2,555 3,718
26441C204 DUKE ENERGY HOLDING 6,450 8,296
76169C100 REXFORD INDUSTRIAL R    
20030N101 COMCAST CORP CLASS A 6,786 6,830
56501R106 MANULIFE FINANCIAL C 6,671 15,570
883556102 THERMO FISHER SCIENT 1,871 9,884
251542106 DEUTSCHE BOERSE AG A 4,502 6,673
054536107 AXA - ADR 5,970 8,646
594918104 MICROSOFT CORP 7,603 80,928
G29183103 EATON CORP PLC 5,696 16,925
037833100 APPLE INC 2,118 77,129
744573106 PUBLIC SVC ENTERPRIS    
889110102 TOKYO ELECTRON LTD-U 4,854 5,133
539830109 LOCKHEED MARTIN CORP 631 3,402
097023105 BOEING CO 13,240 14,691
25243Q205 DIAGEO PLC - ADR    
911312106 UNITED PARCEL SERVIC 9,946 13,114
25157Y202 DEUTSCHE POST AG ADR 6,048 5,200
H84989104 TE CONNECTIVITY LTD    
38141G104 GOLDMAN SACHS GROUP 2,885 7,444
09260D107 BLACKSTONE INC 5,395 17,759
654106103 NIKE INC CL B    
30303M102 META PLATFORMS INC 14,783 40,986
872540109 TJX COMPANIES INC 5,695 9,665
251566105 DEUTSCHE TELEKOM AG 8,235 10,985
11135E203 BROADSTONE NET LEASE    
803054204 SAP SE ADR 5,096 11,079
927320101 VINCI SA ADR 5,313 5,313
57164Y107 MARRIOTT VACATIONS W 2,489 1,347
65558R109 NORDEA BANK ABP - SP 5,538 5,227
12572Q105 CME GROUP INC 8,227 9,754
26875P101 EOG RESOURCES, INC 6,395 6,006
009279100 AIRBUS SE - UNSP ADR 5,818 7,529
713448108 PEPSICO INC 5,228 5,018
7591EP100 REGIONS FINL CORP NE 9,395 11,313
501044101 KROGER CO 6,427 8,378
49271V100 KEURIG DR PEPPER INC 6,759 6,039
046353108 ASTRAZENECA PLC ADR 6,380 6,683
437076102 HOME DEPOT INC 11,409 14,004
64119V303 NETSTREIT CORP    
00724F101 ADOBE INC 12,415 11,562
007903107 ADVANCED MICRO DEVIC 9,219 11,113
166764100 CHEVRON CORP 11,605 10,573
372460105 GENUINE PARTS CO 3,593 3,036
580135101 MCDONALDS CORP 24,784 25,510
718172109 PHILIP MORRIS INTERN 6,052 7,341
80687P106 SCHNEIDER ELECTRIC S 3,203 4,815
81783H105 SEVEN & I HOLDINGS C 3,770 4,353
855244109 STARBUCKS CORP COM 10,003 9,490
92334N103 VEOLIA ENVIRONNEMENT 3,928 3,555
023135106 AMAZON COM INC COM 32,905 38,174
09290D101 BLACKROCK FUNDING IN 4,359 14,352
427866108 THE HERSHEY COMPANY 4,939 4,234
43300A203 HILTON WORLDWIDE HOL 12,143 14,335
433578507 HITACHI LIMITED - AD 4,990 6,677
49338L103 KEYSIGHT TECHNOLOGIE 8,786 8,192
502117203 L'OREAL - ADR 4,867 3,943
512807306 LAM RESH CORP 2,776 11,557
571748102 MARSH & MCLENNAN COS 11,098 10,621
767204100 RIO TINTO PLC - ADR 5,237 4,881
833034101 SNAP ON INC 4,138 4,753
G87052109 TE CONNECTIVITY PLC 7,123 10,580

TY 2024 InvestmentsOtherSchedule2
Name:
HUNT C GILES CHAR - MAIN
EIN:
23-7428278
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
008492100 AGREE RLTY CORP COM      
46434G103 ISHARES CORE MSCI EM      
32054K103 FIRST INDL RLTY TR I      
464287606 ISHARES S&P MID-CAP AT COST 91,208 327,348
92276F100 VENTAS INC COM AT COST 11,227 11,896
29476L107 EQUITY RESIDENTIAL P AT COST 4,888 5,167
30225T102 EXTRA SPACE STORAGE AT COST 6,138 9,574
464287234 ISHARES MSCI EMERGIN AT COST 34,863 60,639
015271109 ALEXANDRIA REAL ESTA      
88146M101 TERRENO REALTY CORP AT COST 1,462 2,661
925652109 VICI PROPERTIES INC AT COST 5,389 6,952
03784Y200 APPLE HOSPITALITY RE      
02665T306 AMERICAN HOMES 4 REN AT COST 3,249 5,501
758849103 REGENCY CENTERS CORP AT COST 6,684 7,837
70299PGP6 PARTNERS GROUP PRIVA AT COST 57,211 168,852
29444U700 EQUINIX INC AT COST 9,832 16,972
464287309 ISHARES S&P 500 GROW AT COST 318,238 1,936,685
464287887 ISHARES S&P SMALL-CA AT COST 16,405 81,899
872365713 TCW EMRG MRKTS INC-P      
46124J201 INVENTRUST PROPERTIE AT COST 877 1,085
36467J108 GAMING AND LEISURE P AT COST 4,071 3,805
78573L106 SABRA HEALTH CARE RE AT COST 3,375 4,036
464287705 ISHARES S&P MID-CAP AT COST 124,371 366,883
46187W107 INVITATION HOMES INC AT COST 3,765 6,394
74440Y884 PGIM HIGH YIELD-Q 10      
03750L109 APARTMENT INCOME REI      
74460D109 PUBLIC STORAGE INC C      
74340W103 PROLOGIS INC AT COST 5,326 10,887
866674104 SUN CMNTYS INC COM      
828806109 SIMON PROPERTY GROUP AT COST 1,591 1,894
95040Q104 WELLTOWER INC AT COST 6,630 14,619
053484101 AVALONBAY CMNTYS INC AT COST 7,925 10,779
252784301 DIAMONDROCK HOSPITAL      
222795502 COUSINS PROPERTIES I AT COST 3,810 3,707
297178105 ESSEX PPTY TR COM AT COST 2,654 3,711
42226K105 HEALTHCARE REALTY TR      
03027X100 AMERICAN TOWER CORP AT COST 19,314 17,424
253868103 DIGITAL RLTY TR INC AT COST 4,311 7,093
49427F108 KILROY REALTY CORP C AT COST 3,232 1,982
804395101 SAUL CTRS INC COM AT COST 687 427
464287879 ISHARES S&P SMALL-CA AT COST 38,700 126,205
03064D108 AMERICOLD REALTY TRU AT COST 4,489 3,381
31641Q755 FIDELITY NEW MRKTS I      
63633D104 NATIONAL HEALTH INVS AT COST 1,200 1,663
756109104 REALTY INCOME CORP C      
11135E203 BROADSTONE NET LEASE AT COST 3,013 2,649
29472R108 EQUITY LIFESTYLE PPT AT COST 3,123 2,997
398182303 AMERICAN HEALTHCARE AT COST 2,086 3,410
42250P103 HEALTHPEAK PROPERTIE AT COST 4,331 4,034
53566V106 LINEAGE INC AT COST 1,814 1,230
637417106 NNN REIT INC AT COST 2,256 2,247
64119V303 NETSTREIT CORP AT COST 1,655 1,259
76169C100 REXFORD INDUSTRIAL R AT COST 4,256 3,479
78377T107 RYMAN HOSPITALITY PR AT COST 3,716 3,652
78410G104 SBA COMMUNICATIONS C AT COST 6,905 6,725
867892101 SUNSTONE HOTEL INVS AT COST 1,299 1,279
929042109 VORNADO REALTY TRUST AT COST 2,671 2,859
962166104 WEYERHAEUSER CO AT COST 1,867 1,576

TY 2024 OtherDecreasesSchedule
Name:
HUNT C GILES CHAR - MAIN
EIN:
23-7428278
Description Amount
ROC ON CY SALES 152
PY RETURN OF CAPITAL ADJUSTMENT 660
COST BASIS ADJ 126
CY PURCHASE OF ACCRUED INTEREST 3,105
87807B107 BASIS ADJ 672


TY 2024 OtherExpensesSchedule
Name:
HUNT C GILES CHAR - MAIN
EIN:
23-7428278
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEE/STATE TAX 541 0   541
INVESTMENT EXPENSES - ADR FEES 183 183   0


TY 2024 OtherIncreasesSchedule
Name:
HUNT C GILES CHAR - MAIN
EIN:
23-7428278
Description Amount
MUTUAL FUND TIMING ADJ 3,635
CY PENDING SALES 231
TAX LOT BASIS ADJUSTMENT 377


TY 2024 OtherProfessionalFeesSchedule
Name:
HUNT C GILES CHAR - MAIN
EIN:
23-7428278
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 3,380 3,380    


TY 2024 TaxesSchedule
Name:
HUNT C GILES CHAR - MAIN
EIN:
23-7428278
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,198 2,198   0
FEDERAL TAX PAYMENT - PRIOR YE 166 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,212 0   0
FOREIGN TAXES ON NONQUALIFIED 175 175   0