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
MOFFITT JOHN FOUNDATION-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

91-6315289
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$10,503,434J 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... 112,466 75,493  
5a Gross rents............ 306,126 306,126  
b Net rental income or (loss) 266,815
6a Net gain or (loss) from sale of assets not on line 10 229,472
b Gross sales price for all assets on line 6a 837,244
7 Capital gain net income (from Part IV, line 2)... 229,472
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,342    
12 Total. Add lines 1 through 11........ 651,406 611,091  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 89,169 63,107   22,292
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
1,485 0 0 1,485
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
221 221   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
40,820 40,795   25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 131,695 104,123 0 23,802
25 Contributions, gifts, grants paid....... 466,936 466,936
26 Total expenses and disbursements. Add lines 24 and 25 598,631 104,123 0 490,738
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 52,775
b Net investment income (if negative, enter -0-) 506,968
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............. 1,156 1,184 1,184
2 Savings and temporary cash investments......... 310,894 215,450 215,450
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)....... 1,295,946 Click to see attachment
List of Attached Documents:
// Content
1,233,552 		3,182,957
c Investments—corporate bonds (attach schedule)....... 1,586,892 Click to see attachment
List of Attached Documents:
// Content
1,558,684 		1,518,774
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).......... 4,269,421 Click to see attachment
List of Attached Documents:
// Content
4,515,544 		5,585,069
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) 7,464,309 7,524,414 10,503,434
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........ 7,464,309 7,524,414
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)..... 7,464,309 7,524,414
30 Total liabilities and net assets/fund balances (see instructions). 7,464,309 7,524,414
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
7,464,309
2
Enter amount from Part I, line 27a .....................
2
52,775
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
24,914
4
Add lines 1, 2, and 3 ..........................
4
7,541,998
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
17,584
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,524,414
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 100000. ATLANTA GA ARPT PASS 5.000% 1/01/25   2023-09-21 2024-01-01
b 1715. SPDR GOLD SHARES ETF   2000-01-01 2024-01-16
c 21. AMERICAN TOWER CORP   2020-01-28 2024-01-19
d 68. HALLIBURTON CO   2023-07-13 2024-01-19
e 9. NEXTERA ENERGY INC   2021-01-22 2024-01-19
31. STARBUCKS CORP COM   2020-12-15 2024-01-19
.772 BROADCOM INC   2022-03-15 2024-01-25
25000. CALIFORNIA ST HLTH 4.000% 4/01/37   2021-02-11 2024-02-07
1715. SPDR GOLD SHARES ETF   2000-01-01 2024-02-09
16. AIR PRODS & CHEMS INC COM   2020-12-15 2024-02-22
15. AMERICAN TOWER CORP   2019-10-10 2024-02-22
54. BRISTOL MYERS SQUIBB CO   2021-01-22 2024-02-22
27. MODERNA INC   2024-01-19 2024-02-22
6. TESLA INC   2023-07-13 2024-02-22
18. VERIZON COMMUNICATIONS   2022-02-08 2024-02-22
48. MEDTRONIC PLC     2024-02-22
1715. SPDR GOLD SHARES ETF   2000-01-01 2024-03-18
7. MONGODB INC   2023-07-13 2024-03-27
1. SEABOARD CORP DEL   2023-03-07 2024-03-27
211. WARNER BROS DISCOVERY INC   2023-11-08 2024-03-27
1715. SPDR GOLD SHARES ETF   2000-01-01 2024-04-10
8. CHARTER COMMUNICATIONS INC-A   2018-09-11 2024-04-30
52. EXXON MOBIL CORPORATION     2024-04-30
23. GLOBE LIFE INC   2023-08-25 2024-04-30
6. MSCI INC   2021-07-14 2024-04-30
8. ZOETIS INC   2022-03-15 2024-04-30
22. MEDTRONIC PLC   2018-12-12 2024-04-30
1715. SPDR GOLD SHARES ETF   2000-01-01 2024-05-10
.498 EXXON MOBIL CORPORATION   2021-04-01 2024-05-14
25000. DERRY PA AREA SCH DI 5.000% 10/01/25   2020-12-15 2024-05-15
50000. CHICAGO IL O'HARE IN 5.000% 1/01/30   2020-09-25 2024-05-28
15. ALPHABET INC CL C   2011-12-16 2024-06-04
10. ALPHABET INC CL A   2011-12-16 2024-06-04
21. CVS HEALTH CORPORATION   2021-01-22 2024-06-04
21. GLOBAL PMTS INC W/I   2024-02-22 2024-06-04
20. KNIFE RIVER CORP   2023-01-31 2024-06-04
8. LULULEMON ATHLETICA INC   2021-01-22 2024-06-04
13. MICRON TECHNOLOGY INC   2019-06-27 2024-06-04
9. ROCKWELL AUTOMATION INC   2021-09-21 2024-06-04
10. SALESFORCE INC   2021-05-06 2024-06-04
30. STARBUCKS CORP COM   2024-02-22 2024-06-04
.364 SOUTHERN COPPER CORP   2019-10-10 2024-06-06
1715. SPDR GOLD SHARES ETF   2000-01-01 2024-06-14
10. APPLE INC   2008-10-13 2024-07-10
105. BRISTOL MYERS SQUIBB CO     2024-07-10
23. CLOROX CO   2019-05-22 2024-07-10
19. ZIMMER BIOMET HOLDINGS, INC   2022-03-15 2024-07-10
24. MEDTRONIC PLC   2019-01-31 2024-07-10
1715. SPDR GOLD SHARES ETF   2000-01-01 2024-07-16
25000. LOS ALAMOS NM PUBLIC 5.000% 8/01/24   2024-02-14 2024-08-01
20. ADVANCED MICRO DEVICES INC   2019-04-18 2024-08-14
25. ALPHABET INC CL C   2011-12-16 2024-08-14
33. ALPHABET INC CL A   2011-12-16 2024-08-14
30. AMAZON COM INC COM   2023-10-03 2024-08-14
41. AMAZON COM INC COM     2024-08-14
53. AMERICAN INTERNATIONAL GROUP, INC   2020-12-15 2024-08-14
18. AMGEN INC   2018-05-31 2024-08-14
122. APPLE INC   2008-10-13 2024-08-14
8. ARISTA NETWORKS INC   2022-03-15 2024-08-14
143. BANK OF AMERICA CORP   2020-12-15 2024-08-14
36. BERKSHIRE HATHAWAY INC.   2011-12-27 2024-08-14
38. BROADCOM INC     2024-08-14
28. CME GROUP INC   2012-08-29 2024-08-14
16. CATERPILLAR INC     2024-08-14
24. CHEVRON CORP   2020-04-08 2024-08-14
43. COCA COLA CO   2017-12-15 2024-08-14
21. CONSTELLATION ENERGY CORP   2017-07-17 2024-08-14
9. COSTCO WHOLESALE CORP   2019-03-15 2024-08-14
11. CROWDSTRIKE HOLDINGS INC   2022-12-20 2024-08-14
12. CURTISS WRIGHT CORP COM   2021-08-18 2024-08-14
41. EQUITY LIFESTYLE PPTYS INC   2019-05-22 2024-08-14
15. META PLATFORMS INC   2015-08-05 2024-08-14
40. GENERAL ELECTRIC CO   2020-08-20 2024-08-14
12. HCA HOLDINGS INC   2020-12-15 2024-08-14
154. HOST HOTELS & RESORTS, INC.   2022-03-15 2024-08-14
63. JPMORGAN CHASE & CO   2011-10-10 2024-08-14
7. KLA-TENCOR CORP COM   2020-12-15 2024-08-14
30. KIRBY CORP   2021-08-18 2024-08-14
12. LPL FINANCIAL HOLDINGS INC   2023-08-25 2024-08-14
6. ELI LILLY & CO COM   2019-04-18 2024-08-14
35. MARATHON PETROLEUM CORP   2020-12-15 2024-08-14
12. MASTERCARD INC   2018-05-31 2024-08-14
19. MCDONALDS CORP   2020-01-28 2024-08-14
43. MERCK & CO INC NEW     2024-08-14
54. MICROSOFT CORP   2009-10-09 2024-08-14
43. MICRON TECHNOLOGY INC   2019-06-27 2024-08-14
39. MONDELEZ INTERNATIONAL INC   2020-01-28 2024-08-14
40. NVIDIA CORP   2024-02-22 2024-08-14
178. NVIDIA CORP   2022-09-07 2024-08-14
52. ORACLE CORPORATION   2010-06-25 2024-08-14
18. PPG INDUSTRIES INC   2021-01-22 2024-08-14
16. PEPSICO INC     2024-08-14
27. REPUBLIC SERVICES INC CL A COMM   2018-05-31 2024-08-14
10. S&P GLOBAL INC     2024-08-14
14. TESLA INC   2023-03-07 2024-08-14
14. THERMO FISHER SCIENTIFIC INC   2009-10-09 2024-08-14
5. TRANSDIGM GROUP INC   2020-06-11 2024-08-14
13. UNITEDHEALTH GROUP INC   2011-04-21 2024-08-14
30. VISA INC-CLASS A SHRS     2024-08-14
1715. SPDR GOLD SHARES ETF   2000-01-01 2024-08-15
50000. CAMPBELL & KENTON CN 5.000% 8/01/25   2018-02-20 2024-08-20
25000. FORT WORTH TX DRAINA 4.000% 2/15/38   2023-05-26 2024-08-22
.196 SOUTHERN COPPER CORP   2019-10-10 2024-09-05
10000. DERRY PA AREA SCH DI 5.000% 10/01/25   2020-12-15 2024-09-11
1715. SPDR GOLD SHARES ETF   2000-01-01 2024-09-13
6. ALNYLAM PHARMACEUTICALS INC   2022-03-15 2024-09-17
22. COCA COLA CO   2017-12-15 2024-09-17
18. WALT DISNEY CO   2009-10-09 2024-09-17
14. EXXON MOBIL CORPORATION   2021-04-01 2024-09-17
5. META PLATFORMS INC   2015-08-05 2024-09-17
20. KELLOGG CO   2019-09-06 2024-09-17
4. MOTOROLA SOLUTIONS, INC.   2021-07-14 2024-09-17
3. NETFLIX.COM INC   2019-10-10 2024-09-17
9. PEPSICO INC   2017-10-30 2024-09-17
15. TRADE DESK INC/THE   2022-12-20 2024-09-17
10. WOODWARD INC.   2020-06-11 2024-09-17
1715. SPDR GOLD SHARES ETF   2000-01-01 2024-10-18
16. ALPHABET INC CL C   2011-12-16 2024-10-23
16. ALPHABET INC CL A   2011-12-16 2024-10-23
8. APPLE INC   2024-09-17 2024-10-23
4. APPLE INC   2008-10-13 2024-10-23
41. CITIGROUP INC.   2020-08-20 2024-10-23
44. NVIDIA CORP   2024-09-17 2024-10-23
2. NVIDIA CORP   2022-09-07 2024-10-23
1715. SPDR GOLD SHARES ETF   2000-01-01 2024-11-15
25000. DERRY PA AREA SCH DI 5.000% 10/01/25   2020-12-15 2024-11-18
151. AES CORP   2024-01-19 2024-11-26
21. DOLLAR GENERAL CORP   2023-11-08 2024-11-26
27. MODERNA INC   2024-03-27 2024-11-26
30. SUPER MICRO COMPUTER INC   2024-07-10 2024-11-26
24. BUNGE GLOBAL SA   2022-11-17 2024-11-26
.217 SOUTHERN COPPER CORP   2019-10-10 2024-11-29
25000. DERRY PA AREA SCH DI 5.000% 10/01/25   2020-12-15 2024-12-06
1715. SPDR GOLD SHARES ETF   2000-01-01 2024-12-09
.245 CONOCOPHILLIPS   2020-06-11 2024-12-10
4. BLACKROCK FUNDING INC/DE   2014-08-26 2024-12-30
1. BOOKING HOLDINGS INC   2019-06-27 2024-12-30
20. BROADCOM INC   2017-09-07 2024-12-30
18. MARSH & MCLENNAN COS INC     2024-12-30
100. US BANCORP   2011-02-02 2024-12-30
17. WABTEC CORP   2021-08-18 2024-12-30
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 100,000   100,000  
b 112     112
c 4,270   4,983 -713
d 2,283   2,585 -302
e 513   760 -247
2,884   3,222 -338
757   340 417
25,215   28,671 -3,456
113     113
3,659   4,294 -635
2,805   3,411 -606
2,726   3,482 -756
2,563   2,699 -136
1,155   1,630 -475
731   951 -220
4,098   4,958 -860
103     103
2,500   2,812 -312
3,194   3,799 -605
1,806   2,057 -251
116     116
2,054   2,513 -459
6,191   4,217 1,974
1,748   2,554 -806
2,810   3,359 -549
1,280   1,496 -216
1,765   2,127 -362
121     121
58   34 24
25,445   26,547 -1,102
53,750   59,466 -5,716
2,612   234 2,378
1,732   157 1,575
1,266   1,549 -283
2,059   2,798 -739
1,347   745 602
2,455   2,768 -313
1,649   491 1,158
2,292   2,691 -399
2,354   2,149 205
2,481   2,836 -355
41   12 29
128     128
2,311   38 2,273
4,294   5,550 -1,256
3,051   3,466 -415
2,025   2,264 -239
1,840   2,129 -289
119     119
25,000   25,000  
2,800   554 2,246
4,015   389 3,626
5,228   517 4,711
5,102   3,756 1,346
6,973   3,718 3,255
3,847   2,025 1,822
5,796   3,226 2,570
27,133   462 26,671
2,796   953 1,843
5,504   4,080 1,424
15,690   2,782 12,908
6,035   1,327 4,708
5,798   1,520 4,278
5,394   2,063 3,331
3,449   2,021 1,428
2,946   1,983 963
3,958   691 3,267
7,752   2,104 5,648
2,811   1,212 1,599
3,584   1,430 2,154
2,931   2,408 523
7,946   1,442 6,504
6,689   1,265 5,424
4,464   1,933 2,531
2,477   2,783 -306
13,154   2,023 11,131
5,581   1,827 3,754
3,504   1,674 1,830
2,534   2,796 -262
5,588   689 4,899
6,191   1,453 4,738
5,490   2,300 3,190
5,118   4,015 1,103
4,828   4,212 616
22,416   1,379 21,037
4,302   1,625 2,677
2,775   2,146 629
4,669   3,104 1,565
20,779   2,400 18,379
7,040   1,205 5,835
2,144   2,524 -380
2,771   1,775 996
5,456   1,837 3,619
4,899   3,177 1,722
2,815   2,653 162
8,361   637 7,724
6,259   2,093 4,166
7,528   622 6,906
7,800   4,246 3,554
127     127
50,924   51,159 -235
25,576   25,000 576
19   6 13
10,202   10,475 -273
130     130
1,634   912 722
1,582   1,015 567
1,669   516 1,153
1,598   966 632
2,663   481 2,182
1,613   1,207 406
1,754   897 857
2,107   829 1,278
1,592   989 603
1,586   698 888
1,642   714 928
131     131
2,621   249 2,372
2,595   251 2,344
1,824   1,729 95
912   15 897
2,578   2,032 546
6,072   5,083 989
276   27 249
147     147
25,338   25,981 -643
1,917   2,566 -649
1,569   2,522 -953
1,135   2,980 -1,845
1,062   2,704 -1,642
2,147   2,373 -226
22   7 15
25,330   25,925 -595
139     139
25   10 15
4,128   1,345 2,783
5,019   1,842 3,177
4,751   497 4,254
3,821   2,631 1,190
4,835   2,733 2,102
3,255   1,506 1,749
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
      176
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        
b       112
c       -713
d       -302
e       -247
      -338
      417
      -3,456
      113
      -635
      -606
      -756
      -136
      -475
      -220
      -860
      103
      -312
      -605
      -251
      116
      -459
      1,974
      -806
      -549
      -216
      -362
      121
      24
      -1,102
      -5,716
      2,378
      1,575
      -283
      -739
      602
      -313
      1,158
      -399
      205
      -355
      29
      128
      2,273
      -1,256
      -415
      -239
      -289
      119
       
      2,246
      3,626
      4,711
      1,346
      3,255
      1,822
      2,570
      26,671
      1,843
      1,424
      12,908
      4,708
      4,278
      3,331
      1,428
      963
      3,267
      5,648
      1,599
      2,154
      523
      6,504
      5,424
      2,531
      -306
      11,131
      3,754
      1,830
      -262
      4,899
      4,738
      3,190
      1,103
      616
      21,037
      2,677
      629
      1,565
      18,379
      5,835
      -380
      996
      3,619
      1,722
      162
      7,724
      4,166
      6,906
      3,554
      127
      -235
      576
      13
      -273
      130
      722
      567
      1,153
      632
      2,182
      406
      857
      1,278
      603
      888
      928
      131
      2,372
      2,344
      95
      897
      546
      989
      249
      147
      -643
      -649
      -953
      -1,845
      -1,642
      -226
      15
      -595
      139
      15
      2,783
      3,177
      4,254
      1,190
      2,102
      1,749
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 229,472
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 7,047
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 7,047
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 7,047
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,252
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 1,252
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 5,795
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 arrowWA
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 5D4001-052WINSTONSALEMNC 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 		89,169    
100 N MAIN ST FL 5D4001-052
WINSTON SALEM,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
9,931,053
b
Average of monthly cash balances.......................
1b
364,697
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
10,295,750
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
10,295,750
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
154,436
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,141,314
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
507,066
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
507,066
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
7,047
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,047
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
500,019
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
500,019
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
500,019
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
490,738
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
490,738
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 7 500,019
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 466,935
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$ 490,738
a Applied to 2023, but not more than line 2a 466,935
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..... 23,803
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 .......... 		476,216
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

UNICEF USA

125 MAIDEN LN FL 10
NEW YORK,NY10038 		NONE PC GENERAL OPERATING 5,183

AMERICAN LEPROSY MISSIONS

1 ALM WAY
GREENVILLE,SC29601 		NONE PC GENERAL OPERATING 31,145

SIGHTLIFE

1200 6TH AVE STE 300
SEATTLE,WA98101 		NONE PC GENERAL OPERATING 62,242

THE PINEY WOODS SCHOOL

PO BOX 57
PINEY WOODS,MS391480057 		NONE I SCHOLARSHIP 5,183

NATIONAL KIDNEY FOUNDATION

8200 HAMPSON ST
NEW ORLEANS,LA701181000 		NONE   GENERAL OPERATING 62,242

LOWER COLUMBIA COMMUNITY COLLEGE

1600 MAPLE STREET
LONGVIEW,WA98632 		NONE I SCHOLARSHIP 5,183

KALAMA SCHOOL DISTRICT

548 CHINA GARDEN RD
KALAMA,WA98625 		NONE PC GENERAL OPERATING 25,962

WA STATE DEPT SVCS FOR THE BLIND

PO BOX 40933
OLYMPIA,WA985040933 		NONE PC GENERAL OPERATING 31,145

LIFE WORKS DBA THE ARC OF COWLITZ CO

906 NEW YORK ST
LONGVIEW,WA98632 		NONE PC GENERAL OPERATING 62,242

WASHINGTON MASONIC CHARITIES

PO BOX 65830
UNIVERSITY PLACE,WA984640020 		NONE PC GENERAL OPERATING 41,511

NORTHWEST KIDNEY CENTERS

700 BROADWAY
SEATTLE,WA98133 		NONE PC GENERAL OPERATING 62,242

OREGON MASONIC AND EASTERN STAR HOME

2150 MASONIC WAY
FOREST GROVE,OR97116 		NONE PC GENERAL OPERATING 41,511

TUCKER MAXON SCHOOL

2860 SE HOLGATE BLVD
PORTLAND,OR97202 		NONE I SCHOLARSHIP 31,145
Total .................................right arrow 3a 466,936
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 ....     14 112,466  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 266,815  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 229,472  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 3,342  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   612,095  
13Total. Add line 12, columns (b), (d), and (e)..................
13
612,095
(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:
MOFFITT JOHN FOUNDATION-MAIN
EIN:
91-6315289
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,485     1,485

TY 2024 InvestmentsCorpBondsSchedule
Name:
MOFFITT JOHN FOUNDATION-MAIN
EIN:
91-6315289
Name of Bond End of Year Book Value End of Year Fair Market Value
250057MV5 DERRY PA AREA SCH DI 15,508 15,208
353442B88 FRANKLIN CNTY WA SCH 79,416 79,153
208423CE1 CONROE TX INDL DEV 54,620 51,090
117068FX9 BRUNSWICK CNTY NC EN 80,447 76,292
882667BL1 TEXAS ST PRIV ACTIVI 54,386 49,644
56733EFF7 MARICOPA CNTY AZ ELE 26,289 25,397
167593Q96 CHICAGO IL O'HARE IN    
462467A84 IOWA ST FIN AUTH SF 50,000 45,592
46613P3K0 JEA FL WTR & SWR REV 26,445 26,200
983069AH8 WYLIE TX INDEP SCH 77,069 76,682
567438TX4 MARICOPA CNTY AZ UNI 26,412 26,238
134041HZ8 CAMPBELL & KENTON CN 25,359 25,263
592112UY0 MET GOVT NASHVILLE 81,883 71,213
13032UWY0 CALIFORNIA ST HLTH 28,157 25,058
60637ANJ7 MISSOURI ST HLTH & 83,541 78,511
497592KX2 KIRKWOOD CMNTY COLLE 82,764 76,317
207758C76 CONNECTICUT ST SPL 105,426 109,716
9412477H5 WATERBURY CT 80,828 83,312
590252QV7 MERRILLVILLE IN MULT 27,258 27,630
04780TCP7 ATLANTA GA ARPT PASS    
34944RFZ6 FORT WORTH TX DRAINA 50,000 50,250
45506D4Z5 INDIANA ST FIN AUTH 25,228 25,116
645424AP7 NEW HOPE CULTURAL ED 51,123 50,131
880162LG5 TEMPLE TX UTILITY SY 79,560 80,456
043519C88 ASCENSION PARISH LA 28,279 27,970
046279CE3 ASTORIA OR HOSP FACS 53,953 54,496
13013JEA0 VR CALIFORNIA CMNT 2 26,591 26,366
13032UT73 CALIFORNIA ST HLTH 27,837 27,042
46263RTR6 IPS MULTI-SCH BLDG 28,219 27,516
47030FBZ3 JAMES CITY CNTY VA 28,168 27,868
640180CC7 NEILLSVILLE WI SCH 25,386 24,353
84131TBT8 VR S E ALABAMA ST 6. 26,069 26,585
97712DE44 WISCONSIN ST HLTH & 25,104 24,844
9826717L7 WYANDOTTE CNTY/KANSA 77,359 77,265

TY 2024 InvestmentsCorpStockSchedule
Name:
MOFFITT JOHN FOUNDATION-MAIN
EIN:
91-6315289
Name of Stock End of Year Book Value End of Year Fair Market Value
037833100 APPLE INC 3,380 223,625
126650100 CVS HEALTH CORPORATI 2,214 2,738
149123101 CATERPILLAR INC 3,630 10,520
855244109 STARBUCKS CORP COM 5,575 7,118
291011104 EMERSON ELECTRIC CO 3,425 5,205
45168D104 IDEXX CORP 2,038 3,308
478160104 JOHNSON & JOHNSON 21,975 23,284
46625H100 JPMORGAN CHASE & CO 5,523 41,230
026874784 AMERICAN INTERNATION 1,604 3,058
90353T100 UBER TECHNOLOGIES IN 3,544 6,575
565849106 MARATHON OIL CORP    
15135B101 CENTENE CORP DEL 3,933 3,938
256677105 DOLLAR GENERAL CORP    
75513E101 RTX CORP 6,311 11,225
872590104 T-MOBILE US INC 4,590 8,167
89832Q109 TRUIST FINANCIAL COR 4,282 4,902
023135106 AMAZON COM INC COM 35,128 125,710
571748102 MARSH & MCLENNAN COS 3,223 6,372
594918104 MICROSOFT CORP 4,116 193,469
666807102 NORTHROP GRUMMAN COR 3,476 5,162
713448108 PEPSICO INC 8,459 11,709
038222105 APPLIED MATERIALS IN 2,511 9,270
052769106 AUTODESK INC 2,708 4,434
097023105 BOEING CO 2,469 6,549
101137107 BOSTON SCIENTIFIC CO 3,366 7,860
194162103 COLGATE PALMOLIVE CO 4,203 5,000
233331107 DTE ENERGY CO COM 3,483 4,830
254687106 WALT DISNEY CO 3,581 13,919
863667101 STRYKER CORP 5,840 9,001
452308109 ILLINOIS TOOL WORKS 3,609 5,325
22160K105 COSTCO WHOLESALE COR 6,077 23,823
911312106 UNITED PARCEL SERVIC 4,111 8,070
30231G102 EXXON MOBIL CORPORAT 12,878 30,980
25746U109 DOMINION ENERGY INC 2,421 2,855
09247X101 BLACKROCK INC    
92343V104 VERIZON COMMUNICATIO 10,481 10,357
902973304 US BANCORP 2,624 4,592
166764100 CHEVRON CORP 9,262 15,932
16119P108 CHARTER COMMUNICATIO    
595112103 MICRON TECHNOLOGY IN 3,637 5,723
68389X105 ORACLE CORPORATION 2,132 15,331
743315103 PROGRESSIVE CORP OHI 3,607 11,022
053015103 AUTOMATIC DATA PROCE 5,391 9,075
17275R102 CISCO SYSTEMS INC 4,614 16,162
808513105 SCHWAB CHARLES CORP 5,469 7,253
92532F100 VERTEX PHARMACEUTICA 3,750 8,457
494368103 KIMBERLY CLARK CORP 3,418 3,407
512807108 LAM RESEARCH CORP CO    
018802108 ALLIANT ENERGY CORPO 2,643 3,903
25179M103 DEVON ENERGY CORPORA 438 1,604
28176E108 EDWARDS LIFESCIENCES 3,430 4,220
09857L108 BOOKING HOLDINGS INC 3,684 9,937
345370860 FORD MOTOR COMPANY 2,132 3,059
21036P108 CONSTELLATION BRANDS 3,546 3,978
125523100 CIGNA GROUP/THE 3,355 6,075
G5960L103 MEDTRONIC PLC 5,240 5,032
70450Y103 PAYPAL HOLDINGS INC 4,895 7,511
64110L106 NETFLIX INC 5,823 25,848
65339F101 NEXTERA ENERGY INC 6,997 8,603
78409V104 S&P GLOBAL INC 5,367 8,965
00724F101 ADOBE INC 9,091 13,785
539830109 LOCKHEED MARTIN CORP 6,373 8,261
670346105 NUCOR CORP 1,062 2,918
693475105 PNC FINANCIAL SERVIC 4,024 7,135
039483102 ARCHER DANIELS MIDLA 2,013 2,627
189054109 CLOROX CO    
244199105 DEERE & CO 3,553 8,898
882508104 TEXAS INSTRUMENTS IN 6,589 10,876
931142103 WALMART INC 8,610 24,937
191216100 COCA COLA CO 9,396 13,075
427866108 THE HERSHEY COMPANY 1,936 2,879
444859102 HUMANA INC 3,379 3,298
458140100 INTEL CORP 11,242 5,514
461202103 INTUIT COM 6,054 13,199
060505104 BANK OF AMERICA CORP 10,587 17,800
26875P101 EOG RESOURCES, INC 1,362 3,187
87612E106 TARGET CORP 3,202 5,678
91324P102 UNITEDHEALTH GROUP I 2,630 27,822
036752103 ELEVANCE HEALTH INC 3,567 5,534
260557103 DOW INC 3,656 2,729
09062X103 BIOGEN INC 3,522 2,294
84265V105 SOUTHERN COPPER CORP 1,143 3,190
032654105 ANALOG DEVICES INC 3,491 6,799
571903202 MARRIOTT INTERNATION 3,724 8,089
717081103 PFIZER INC 11,992 9,339
110122108 BRISTOL MYERS SQUIBB 5,801 6,787
126408103 CSX CORP 3,404 4,937
760759100 REPUBLIC SERVICES IN 3,842 5,432
883556102 THERMO FISHER SCIENT 1,001 11,445
969457100 WILLIAMS COS INC 3,008 7,902
337738108 FISERV INC 4,550 8,217
35671D857 FREEPORT-MCMORAN INC 2,529 3,998
482480100 KLA CORP 2,088 5,041
533900106 LINCOLN ELECTRIC HOL 1,697 3,749
58933Y105 MERCK & CO INC NEW 10,126 15,121
20825C104 CONOCOPHILLIPS 4,291 11,603
852234103 BLOCK INC 2,500 4,165
G0403H108 AON PLC 3,452 6,824
88160R101 TESLA INC 7,339 69,057
40412C101 HCA HOLDINGS INC 1,933 3,602
00206R102 AT & T INC 6,916 10,816
98978V103 ZOETIS INC 3,461 4,399
718172109 PHILIP MORRIS INTERN 8,358 12,155
45866F104 INTERCONTINENTAL EXC 4,150 5,662
007903107 ADVANCED MICRO DEVIC 2,492 10,871
617446448 MORGAN STANLEY 3,463 10,560
674599105 OCCIDENTAL PETE CORP 807 2,075
907818108 UNION PACIFIC CORP 1,442 9,122
929160109 VULCAN MATERIALS COM 2,725 5,659
94106L109 WASTE MANAGEMENT INC 3,259 5,650
58155Q103 MCKESSON CORP 836 5,129
278865100 ECOLAB INC 2,869 4,218
437076102 HOME DEPOT INC 12,225 26,451
459200101 INTERNATIONAL BUSINE 7,006 13,410
487836108 KELLANOVA 2,113 2,834
980745103 WOODWARD INC. 1,428 3,328
38141G104 GOLDMAN SACHS GROUP 5,662 13,170
438516106 HONEYWELL INTERNATIO 10,271 10,843
59156R108 METLIFE INC 3,569 6,387
98389B100 XCEL ENERGY INC 2,656 3,916
30161N101 EXELON CORPORATION 3,149 4,554
11135F101 BROADCOM INC 5,620 58,424
G1151C101 ACCENTURE PLC 9,631 15,831
26614N102 DUPONT DE NEMOURS IN 3,474 3,965
02209S103 ALTRIA GROUP INC 5,295 6,536
H1467J104 CHUBB LTD 4,859 8,842
46120E602 INTUITIVE SURGICAL I 5,099 12,527
37045V100 GENERAL MOTORS CO 3,444 5,860
56585A102 MARATHON PETROLEUM C 913 3,069
98138H101 WORKDAY INC 2,523 3,354
009158106 AIR PRODS & CHEMS IN 3,847 4,061
025537101 AMERICAN ELECTRIC PO 3,425 4,612
88339J105 TRADE DESK INC/THE 1,723 4,349
172967424 CITIGROUP INC. 6,890 9,784
57636Q104 MASTERCARD INC 8,947 26,329
30303M102 META PLATFORMS INC 12,981 79,044
00287Y109 ABBVIE INC 10,429 22,568
92826C839 VISA INC-CLASS A SHR 11,328 29,708
025816109 AMERICAN EXPRESS CO 3,675 11,278
654106103 NIKE INC CL B 8,661 7,718
655844108 NORFOLK SOUTHERN COR 4,350 4,459
049560105 ATMOS ENERGY CORP 3,308 5,014
075887109 BECTON DICKINSON & C 4,510 4,311
824348106 SHERWIN WILLIAMS CO 3,905 7,139
872540109 TJX COMPANIES INC 970 8,819
337932107 FIRSTENERGY CORP COM 2,656 4,376
493267108 KEYCORP NEW 4,242 5,793
67066G104 NVIDIA CORP 12,725 197,272
88579Y101 3M CO 3,572 6,196
084670702 BERKSHIRE HATHAWAY I 8,577 50,314
02079K107 ALPHABET INC CL C 4,836 62,083
20030N101 COMCAST CORP CLASS A 2,598 12,648
79466L302 SALESFORCE INC 8,654 19,057
893641100 TRANSDIGM GROUP INC 1,256 3,802
81762P102 SERVICENOW INC 5,697 15,902
12572Q105 CME GROUP INC 1,195 5,109
031162100 AMGEN INC 5,647 8,340
548661107 LOWES COS INC 4,418 10,366
580135101 MCDONALDS CORP 7,521 12,175
651639106 NEWMONT CORP 3,497 3,499
744573106 PUBLIC SVC ENTERPRIS 1,934 3,802
14040H105 CAPITAL ONE FINANCIA 2,566 7,133
235851102 DANAHER CORP 6,586 9,871
75886F107 REGENERON PHARMACEUT 2,675 6,411
784117103 SEI INVESTMENT COMPA 3,313 5,196
816851109 SEMPRA ENERGY 2,018 2,982
842587107 SOUTHERN CO 3,776 6,750
871829107 SYSCO CORP 3,606 3,747
375558103 GILEAD SCIENCES INC 5,516 8,406
532457108 ELI LILLY & CO COM 5,858 39,372
31428X106 FEDEX CORPORATION 3,528 7,033
02079K305 ALPHABET INC CL A 5,743 72,313
150870103 CELANESE CORP 847 1,315
609207105 MONDELEZ INTERNATION 4,346 4,719
G29183103 EATON CORP PLC 3,459 9,956
002824100 ABBOTT LABS 11,317 16,288
573284106 MARTIN MARIETTA MATL 2,312 5,682
742718109 PROCTER & GAMBLE CO 14,917 24,477
747525103 QUALCOMM INC 4,795 11,368
14448C104 CARRIER GLOBAL CORP 2,524 4,369
G51502105 JOHNSON CONTROLS INT 2,569 3,868
23345M107 DT MIDSTREAM INC 634 1,989
09260D107 BLACKSTONE INC 4,418 7,931
89417E109 TRAVELERS COMPANIES 2,609 4,336
169656105 CHIPOTLE MEXICAN GRI 2,981 6,030
701094104 PARKER HANNIFIN CORP 2,475 5,724
74144T108 T ROWE PRICE GROUP I 2,302 2,375
46266C105 IQVIA HOLDINGS INC 2,611 2,751
960413102 WESTLAKE CORP 1,525 2,064
43300A203 HILTON WORLDWIDE HOL 2,642 5,438
55354G100 MSCI INC    
595017104 MICROCHIP TECHNOLOGY 2,566 1,950
773903109 ROCKWELL AUTOMATION    
032095101 AMPHENOL CORP CL A 2,775 5,834
697435105 PALO ALTO NETWORKS I 2,726 7,642
40434L105 HP INC 2,564 3,328
369550108 GENERAL DYNAMICS COR 2,708 4,743
91913Y100 VALERO ENERGY CORP 2,700 4,536
501044101 KROGER CO 2,325 3,852
806857108 SCHLUMBERGER LTD 2,441 3,911
922475108 VEEVA SYSTEMS INC 2,250 2,944
001055102 AFLAC INC 2,850 5,172
988498101 YUM BRANDS INC 2,630 2,817
550021109 LULULEMON ATHLETICA 2,625 3,442
231561101 CURTISS WRIGHT CORP 1,549 4,613
744320102 PRUDENTIAL FINL INC 2,655 3,437
171340102 CHURCH & DWIGHT INC 2,757 3,246
22788C105 CROWDSTRIKE HOLDINGS 1,212 3,764
502431109 L3HARRIS TECHNOLOGIE 2,763 3,154
064058100 BANK NEW YORK MELLON 2,551 4,687
833445109 SNOWFLAKE INC 3,414 3,706
369604301 GENERAL ELECTRIC CO 2,024 10,675
871607107 SYNOPSYS INC COM 3,044 5,339
929740108 WABTEC CORP 1,506 3,223
776696106 ROPER TECHNOLOGIES I 2,912 3,639
285512109 ELECTRONIC ARTS INC 2,492 2,926
125269100 CF INDS HLDGS INC 1,356 2,474
778296103 ROSS STORES INC 2,847 3,782
693506107 PPG INDUSTRIES INC    
26441C204 DUKE ENERGY HOLDING 4,866 5,818
620076307 MOTOROLA SOLUTIONS, 1,794 3,698
370334104 GENERAL MILLS INC 2,814 2,870
858119100 STEEL DYNAMICS INC C 1,549 2,510
231021106 CUMMINS INC. 2,703 3,835
G8994E103 TRANE TECHNOLOGIES P 2,600 6,279
704326107 PAYCHEX INC 2,699 3,365
573874104 MARVELL TECHNOLOGY I 2,815 6,958
127387108 CADENCE DESIGN SYSTE 2,648 5,709
252131107 DEXCOM INC 2,811 2,489
723787107 PIONEER NAT RES CO C    
682189105 ON SEMICONDUCTOR COR 3,156 3,216
615369105 MOODYS CORP 2,959 5,207
497266106 KIRBY CORP 1,283 2,433
254709108 DISCOVER FINANCIAL S 2,710 4,850
68902V107 OTIS WORLDWIDE CORP 2,697 2,964
67103H107 O'REILLY AUTOMOTIVE 2,974 5,929
384802104 GRAINGER W W INC 2,588 5,270
031100100 AMETEK INC COM 2,194 3,425
217204106 COPART INC COM 2,212 4,591
03662Q105 ANSYS INC 3,226 3,711
500754106 KRAFT HEINZ CO/THE 2,353 2,027
406216101 HALLIBURTON CO    
517834107 LAS VEGAS SANDS CORP 2,002 3,184
61174X109 MONSTER BEVERAGE COR 2,509 2,838
526057104 LENNAR CORPORATION C 2,224 3,546
42809H107 HESS CORP 2,337 2,793
020002101 ALLSTATE CORP 2,457 3,663
038336103 APTARGROUP INC COM 2,399 3,613
16411R208 CHENIERE ENERGY INC 2,375 3,868
552953101 MGM RESORTS INTERNAT 3,332 2,911
682680103 ONEOK INC COM 2,124 3,414
955306105 WEST PHARMACEUTICAL 2,623 2,948
98956P102 ZIMMER BIOMET HOLDIN    
02043Q107 ALNYLAM PHARMACEUTIC 1,369 2,118
25278X109 DIAMONDBACK ENERGY I 2,435 2,949
23331A109 D R HORTON INC COM 2,232 3,915
718546104 PHILLIPS 66 3,002 3,874
040413106 ARISTA NETWORKS INC    
G02602103 AMDOCS LIMITED COM 2,304 2,469
049468101 ATLASSIAN CORP PLC 2,339 4,137
693718108 PACCAR INC 2,072 3,849
679580100 OLD DOMINION FREIGHT 2,110 2,470
45687V106 INGERSOLL-RAND INC 2,339 4,071
224441105 CRANE NXT CO 984 1,688
053332102 AUTOZONE INC 4,092 6,404
911363109 UNITED RENTAL INC CO 2,233 5,636
172908105 CINTAS CORP 2,279 4,385
92345Y106 VERISK ANALYTICS INC 2,075 3,305
69331C108 PG&E CORP COM 2,093 2,946
31620M106 FIDELITY NATL INFORM 2,335 3,069
49456B101 KINDER MORGAN INC/DE 1,975 3,014
22160N109 COSTAR GROUP, INC 2,351 2,935
03769M106 APOLLO GLOBAL MANAGE 2,270 6,111
363576109 GALLAGHER ARTHUR J & 2,358 4,258
03076C106 AMERIPRISE FINL INC 2,213 4,259
21037T109 CONSTELLATION ENERGY 625 4,250
009066101 AIRBNB INC 2,309 2,760
04621X108 ASSURANT INC 2,509 4,051
05722G100 BAKER HUGHES CO 2,469 3,692
192446102 COGNIZANT TECH SOLUT 2,436 2,845
22266T109 COUPANG INC 2,254 3,187
224408104 CRANE CO 1,904 4,401
25809K105 DOORDASH INC 2,643 5,368
30212P303 EXPEDIA INC 2,377 4,472
311900104 FASTENAL CO 2,645 3,596
36266G107 GE HEALTHCARE TECHNO 1,067 2,658
37959E102 GLOBE LIFE INC    
388689101 GRAPHIC PACKAGING HL 2,141 2,662
45841N107 INTERACTIVE BROKERS 2,566 4,947
48251W104 KKR & CO INC -A 2,512 7,691
498894104 KNIFE RIVER CORP    
50212V100 LPL FINANCIAL HOLDIN    
540424108 LOEWS CORP 2,424 3,388
60937P106 MONGODB INC    
65249B109 NEWS CORP/NEW 2,429 3,387
69608A108 PALANTIR TECHNOLOGIE 2,585 11,647
74762E102 QUANTA SVCS INC COM 2,186 4,109
811543107 SEABOARD CORP DEL    
874054109 TAKE-TWO INTERACTIVE 2,479 3,313
892356106 TRACTOR SUPPLY CO CO 2,746 3,184
92338C103 VERALTO CORP 842 1,426
934423104 WARNER BROS DISCOVER    
G3421J106 FERGUSON PLC    
G54950103 NEW LINDE PLC 10,118 14,235
H11356104 BUNGE GLOBAL SA    
N53745100 LYONDELLBASELL INDU- 2,450 1,931
V7780T103 ROYAL CARRIBEAN CRUI 2,470 5,767
00846U101 AGILENT TECHNOLOGIES 2,763 2,821
030420103 AMERICAN WATER WORKS 2,697 2,365
03831W108 APPLOVIN CORP 2,694 5,505
040413205 ARISTA NETWORKS INC 3,123 7,074
05464C101 AXON ENTERPRISE INC 3,026 2,972
06417N103 BANK OZK 2,964 2,939
09290D101 BLACKROCK FUNDING IN 3,026 9,226
143130102 CARMAX INC 2,643 3,189
174610105 CITIZENS FINANCIAL G 2,878 3,676
219350105 CORNING INC 2,991 2,994
22052L104 CORTEVA INC 2,562 2,563
243537107 DECKERS OUTDOOR CORP 3,110 3,046
24703L202 DELL TECHNOLOGIES -C 2,602 2,074
247361702 DELTA AIR LINES INC 2,993 2,965
302520101 FNB CORP PA COM 2,913 3,207
31488V107 FERGUSON ENTERPRISES 2,417 2,604
316773100 FIFTH THIRD BANCORP 2,774 3,467
336433107 FIRST SOLAR INC 2,751 2,115
34959E109 FORTINET INC 2,675 4,157
36828A101 GE VERNOVA LLC 836 8,552
443201108 HOWMET AEROSPACE INC 2,680 2,844
446150104 HUNTINGTON BANCSHARE 2,900 3,482
49177J102 KENVUE INC 2,828 2,583
49271V100 KEURIG DR PEPPER INC 2,507 2,152
512807306 LAM RESH CORP 2,374 7,223
594972408 MICROSTRATEGY INC CL 2,485 3,475
609839105 MONOLITHIC PWR SYS I 3,390 2,959
72346Q104 PINNACLE FINL PARTNE 3,089 3,089
745867101 PULTE GRP INC 2,658 2,178
7591EP100 REGIONS FINL CORP NE 2,898 3,622
83444M101 SOLVENTUM CORP 656 793
87161C501 SYNOVUS FINANCIAL CO 2,810 3,996
910047109 UNITED AIRLINES HOLD 3,059 3,010
92537N108 VERTIV HOLDINGS LLC 2,793 3,408
92840M102 VISTRA CORP 2,629 2,895
G0450A105 ARCH CAPITAL GROUP L 2,509 2,032
G25508105 CRH PLC 3,656 4,071
L8681T102 SPOTIFY TECHNOLOGY S 2,738 3,579

TY 2024 InvestmentsOtherSchedule2
Name:
MOFFITT JOHN FOUNDATION-MAIN
EIN:
91-6315289
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
RE0188210 TIMBERLAND COWLITZ C AT COST 3,682,502 4,485,000
74340W103 PROLOGIS INC AT COST 7,028 7,505
053484101 AVALONBAY CMNTYS INC AT COST 2,247 2,860
22822V101 CROWN CASTLE INC AT COST 2,396 2,451
29472R108 EQUITY LIFESTYLE PPT AT COST 2,528 2,864
000843201 ACAP STRATEGIC FUND- AT COST 50,000 71,978
464287648 ISHARES RUSSELL 2000 AT COST 4,808 28,782
95040Q104 WELLTOWER INC AT COST 2,640 4,663
253868103 DIGITAL RLTY TR INC AT COST 2,286 4,079
29444U700 EQUINIX INC AT COST 4,226 6,600
44107P104 HOST HOTELS & RESORT      
921943858 VANGUARD FTSE DEVELO AT COST 3,236 4,782
925652109 VICI PROPERTIES INC AT COST 2,175 2,074
78467Y107 SPDR S&P MIDCAP 400 AT COST 10,758 56,958
74256W485 PRINCIPAL PREFERRED AT COST 205,851 214,263
78463V107 SPDR GOLD SHARES ETF AT COST 259,821 415,253
464287234 ISHARES MSCI EMERGIN AT COST 4,033 4,182
03027X100 AMERICAN TOWER CORP AT COST 5,348 5,686
828806109 SIMON PROPERTY GROUP AT COST 3,730 7,233
74460D109 PUBLIC STORAGE INC C AT COST 3,036 3,294
30225T102 EXTRA SPACE STORAGE AT COST 2,480 3,142
464287226 ISHARES CORE U.S. AG AT COST 245,788 242,250
49446R109 KIMCO REALTY CORP AT COST 2,596 3,069
756109104 REALTY INCOME CORP C AT COST 3,048 3,098
92276F100 VENTAS INC COM AT COST 2,983 3,003

TY 2024 OtherDecreasesSchedule
Name:
MOFFITT JOHN FOUNDATION-MAIN
EIN:
91-6315289
Description Amount
CY PURCHASE OF ACCRUED INTEREST 17,173
ROC ON CY SALES 2
PY RETURN OF CAPITAL ADJ 409


TY 2024 OtherExpensesSchedule
Name:
MOFFITT JOHN FOUNDATION-MAIN
EIN:
91-6315289
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEE/STATE TAX 25 0   25
INVESTMENT EXPENSES - PROCEEDS 1,484 1,484   0
Rent and Royalty Expense 39,311      


TY 2024 OtherIncomeSchedule2
Name:
MOFFITT JOHN FOUNDATION-MAIN
EIN:
91-6315289
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 3,342 0  


TY 2024 OtherIncreasesSchedule
Name:
MOFFITT JOHN FOUNDATION-MAIN
EIN:
91-6315289
Description Amount
MUTUAL FUND TIMING ADJ 244
PY PURCHASE OF ACCRUED INTEREST 24,637
COST BASIS ADJ 33


TY 2024 TaxesSchedule
Name:
MOFFITT JOHN FOUNDATION-MAIN
EIN:
91-6315289
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 210 210   0
FOREIGN TAXES ON NONQUALIFIED 11 11   0