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
BANKS CHARITABLE FDN-NUVEEN
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 23559
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST PETERSBURG, FL33742
A Employer identification number

20-3945115
B Telephone number (see instructions)

(727) 567-2300
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$1,294,330J 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... 35,715 35,237  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 76,660
b Gross sales price for all assets on line 6a 475,817
7 Capital gain net income (from Part IV, line 2)... 76,660
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........ 112,375 111,897  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 16,597 6,639   9,958
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
1,000 0 0 1,000
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
1,458 1,406   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
8,527 8,527    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 27,582 16,572 0 10,958
25 Contributions, gifts, grants paid....... 48,900 48,900
26 Total expenses and disbursements. Add lines 24 and 25 76,482 16,572 0 59,858
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 35,893
b Net investment income (if negative, enter -0-) 95,325
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.............   147 147
2 Savings and temporary cash investments......... 66,578 42,116 42,116
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)....... 1,010,123 Click to see attachment
List of Attached Documents:
// Content
966,348 		1,145,160
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   Click to see attachment
List of Attached Documents:
// Content
104,987 		106,907
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,076,701 1,113,598 1,294,330
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,076,701 1,113,598
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,076,701 1,113,598
30 Total liabilities and net assets/fund balances (see instructions). 1,076,701 1,113,598
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,076,701
2
Enter amount from Part I, line 27a .....................
2
35,893
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,664
4
Add lines 1, 2, and 3 ..........................
4
1,114,258
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
660
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,113,598
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 27. AT & T INC   2023-01-23 2024-01-02
b 2. ALLSTATE CORP   2020-04-16 2024-01-02
c 8. AMERICAN ELEC PWR CO INC   2023-07-21 2024-01-02
d 14. AMERICAN INTL GROUP INC   2015-02-18 2024-01-02
e 1. AMERISOURCEBERGEN CORP   2022-02-09 2024-01-02
2. ANTHEM INC   2023-09-01 2024-01-02
2. ASTRAZENECA PLC   2016-05-20 2024-01-02
10. BP P L C     2024-01-02
25. BAXTER INTL INC     2024-01-02
25. BRITISH AMERN TOB PLC   2022-12-12 2024-01-02
3. CIGNA GROUP   2021-10-21 2024-01-02
8. CARDINAL HEALTH INC   2023-07-21 2024-01-02
4. CISCO SYSTEMS INC   2023-09-01 2024-01-02
23. CITIGROUP INC   2018-12-13 2024-01-02
7. CITIZENS FINL GROUP INC   2023-01-23 2024-01-02
11. COMCAST CORP CLASS A   2023-11-09 2024-01-02
2. CONOCOPHILLIPS   2020-06-17 2024-01-02
1. CROWN CASTLE INC   2023-11-09 2024-01-02
9. DOLLAR GEN CORP NEW   2023-02-22 2024-01-02
8. EXELON CORP   2022-12-08 2024-01-02
16. FIDELITY NATL INFORMATION SVCS INC     2024-01-02
1. FIRST CTZNS BANCSHARES INC N C   2022-08-01 2024-01-02
2. FORTREA HOLDINGS INC. COMMON STOCK   2022-02-08 2024-01-02
12. FOX CORP   2019-11-19 2024-01-02
2. GALLAGHER ARTHUR J & CO   2020-06-17 2024-01-02
23. GENERAL MTRS CO     2024-01-02
1. INTERCONTINENTAL EXCHANGE INC   2023-05-23 2024-01-02
1. INTERNATIONAL FLAVORS & FRAGRANCES INC   2023-07-21 2024-01-02
2. JPMORGAN CHASE & CO   2022-05-19 2024-01-02
11. KONINKLIJKE PHILIPS N V     2024-01-02
35. KRAFT HEINZ CO   2022-12-12 2024-01-02
1. L3HARRIS TECHNOLOGIES INC   2022-09-01 2024-01-02
4. LABORATORY CORP AMER HLDGS   2022-02-22 2024-01-02
1. LEAR CORP   2022-05-03 2024-01-02
23. NEWELL BRANDS INC   2022-02-08 2024-01-02
4. PG&E CORP   2023-07-21 2024-01-02
14. PRUDENTIAL PLC   2023-05-24 2024-01-02
5. PUBLIC SVC ENTERPRISE GROUP INC   2020-04-16 2024-01-02
2. RALPH LAUREN CORP   2022-12-08 2024-01-02
5. RTX CORP   2023-10-17 2024-01-02
4. ROGERS COMMUNICATIONS INC   2021-08-09 2024-01-02
1. ROSS STORES INC   2021-06-17 2024-01-02
7. SHELL PLC   2023-09-06 2024-01-02
9. SANOFI-SYNTHELABO     2024-01-02
5. SCHWAB CHARLES CORP NEW   2020-03-09 2024-01-02
21. SEALED AIR CORP NEW     2024-01-02
2. SEMPRA ENERGY   2023-07-21 2024-01-02
9. SONY GROUP CORP   2023-07-21 2024-01-02
5. SUNCOR ENERGY INC NEW   2023-09-06 2024-01-02
12. UNILEVER PLC   2020-01-16 2024-01-02
1. UNION PACIFIC CORP   2023-02-22 2024-01-02
3. VANGUARD INDEX FDS   2022-02-08 2024-01-02
17. VERIZON COMMUNICATIONS INC     2024-01-02
6. WELLS FARGO & CO NEW   2018-12-13 2024-01-02
14. WILLIAMS COS INC   2022-02-08 2024-01-02
2. ZIMMER BIOMET HLDGS INC   2020-11-17 2024-01-02
14. MEDTRONIC PLC     2024-01-02
1. WILLIS TOWERS WATSON PLC   2021-10-22 2024-01-02
56. ALLSTATE CORP     2024-01-10
48. COGNIZANT TECH SOLUTIONS CRP COM     2024-01-10
76. CONOCOPHILLIPS     2024-01-10
11. MICROSOFT CORP     2024-01-10
31. NOVO NORDISK A/S ADR   2023-07-21 2024-01-10
100. NOVO NORDISK A/S ADR   2022-04-05 2024-01-10
63. SCHWAB CHARLES CORP NEW   2020-03-09 2024-01-10
77. WILLIAMS COS INC   2022-02-08 2024-01-10
101. ZIMMER BIOMET HLDGS INC     2024-01-10
27. CONSTELLATION BRANDS INC     2024-02-27
4. ELI LILLY & CO COM   2024-01-10 2024-02-27
16. RALPH LAUREN CORP   2022-12-08 2024-02-27
22. ROSS STORES INC     2024-02-27
73. VERIZON COMMUNICATIONS INC     2024-02-27
64. WELLS FARGO & CO NEW     2024-02-27
11. WILLIAMS COS INC   2023-05-23 2024-02-27
168. WILLIAMS COS INC   2022-02-08 2024-02-27
85. CITIGROUP INC     2024-05-07
22. DOLLAR GEN CORP NEW     2024-05-07
71. GENERAL MTRS CO     2024-05-07
10. GOLDMAN SACHS GROUP INC   2023-11-09 2024-05-07
4. MICRON TECHNOLOGY INC   2023-09-01 2024-05-07
60. MICRON TECHNOLOGY INC   2022-08-01 2024-05-07
47. SHELL PLC   2023-09-06 2024-05-07
11. SPDR SER TR   2024-04-02 2024-05-07
70. UNILEVER PLC     2024-05-07
51. WELLS FARGO & CO NEW     2024-05-07
79. WILLIAMS COS INC   2023-05-23 2024-05-07
85. WILLIAMS COS INC   2019-01-07 2024-05-07
4. ANTHEM INC   2023-09-01 2024-05-09
2. ANTHEM INC   2015-01-22 2024-05-09
8. CIGNA GROUP   2021-10-21 2024-05-09
53. FIDELITY NATL FINL INC NEW     2024-05-09
29. LEIDOS HLDGS INC   2023-09-01 2024-05-09
42. LEIDOS HLDGS INC     2024-05-09
31. RALPH LAUREN CORP   2022-12-08 2024-05-09
49. UNION PACIFIC CORP     2024-05-09
149. ROGERS COMMUNICATIONS INC     2024-05-10
.04 KONINKLIJKE PHILIPS N V   2017-05-04 2024-05-28
45. AMERICAN EXPRESS CO   2024-01-10 2024-06-14
36. AMERISOURCEBERGEN CORP   2022-02-09 2024-06-14
40. ASTRAZENECA PLC     2024-06-14
184. CARLYLE GROUP INC   2023-09-01 2024-06-14
22. LEIDOS HLDGS INC     2024-06-14
15. MICROSOFT CORP     2024-06-14
44. PUBLIC SVC ENTERPRISE GROUP INC     2024-06-14
49. ROSS STORES INC     2024-06-14
114. UNILEVER PLC     2024-06-14
23. VANGUARD INDEX FDS   2023-07-21 2024-06-17
49. VANGUARD INDEX FDS   2022-02-08 2024-06-17
136. CHEVRON CORP     2024-07-11
24. ELECTRONIC ARTS INC   2024-06-14 2024-07-11
76. GENERAL MTRS CO     2024-07-11
3. ELI LILLY & CO COM   2024-01-10 2024-07-11
76. PUBLIC SVC ENTERPRISE GROUP INC     2024-07-11
56. UNILEVER PLC     2024-07-11
10. VISA INC   2023-07-21 2024-07-11
2. VISA INC     2024-07-11
121. KONINKLIJKE PHILIPS N V     2024-07-15
16. LEIDOS HLDGS INC   2023-10-17 2024-07-15
28. LEIDOS HLDGS INC     2024-07-15
28. AMERICAN ELEC PWR CO INC   2024-06-14 2024-08-12
37. AMERICAN ELEC PWR CO INC   2023-07-21 2024-08-12
93. BRITISH AMERN TOB PLC   2022-12-12 2024-08-12
41. CISCO SYSTEMS INC   2023-09-01 2024-08-12
107. CISCO SYSTEMS INC     2024-08-12
38. FIDELITY NATL INFORMATION SVCS INC     2024-08-12
60. GENERAL MTRS CO   2022-09-01 2024-08-12
24. GOLDMAN SACHS GROUP INC     2024-08-12
16. SHELL PLC   2023-09-06 2024-08-12
77. SHELL PLC   2023-07-21 2024-08-12
85. TAPESTRY INC   2024-02-27 2024-08-12
221. UNILEVER PLC     2024-08-12
83. VERIZON COMMUNICATIONS INC   2018-08-02 2024-08-12
75. AMERICAN INTL GROUP INC     2024-09-18
190. CITIZENS FINL GROUP INC     2024-09-18
42. FIDELITY NATL INFORMATION SVCS INC     2024-09-18
100. FOX CORP     2024-09-18
116.01 KONINKLIJKE PHILIPS N V     2024-09-18
14. LABCORP HOLDINGS INC COM SHS     2024-09-18
22. LEIDOS HLDGS INC     2024-09-18
90. MICRON TECHNOLOGY INC   2022-08-01 2024-09-18
176. TAPESTRY INC     2024-09-18
20. WABTEC CORP   2024-05-09 2024-09-18
9. AMERICAN ELEC PWR CO INC   2024-06-14 2024-10-22
26. AMERICAN ELEC PWR CO INC   2021-04-14 2024-10-22
73. STANLEY BLACK & DECKER INC   2024-05-09 2024-10-22
66. ALLEGION PLC   2023-11-13 2024-10-22
347. PRUDENTIAL PLC     2024-10-23
1. AIR PRODS & CHEMS INC   2024-09-18 2024-12-11
5. AMERICAN INTL GROUP INC   2018-05-08 2024-12-11
1. ASTRAZENECA PLC   2016-05-19 2024-12-11
5. BP P L C   2020-01-13 2024-12-11
13. BAXTER INTL INC   2022-10-06 2024-12-11
13. BRITISH AMERN TOB PLC   2022-12-12 2024-12-11
6. CISCO SYSTEMS INC   2021-01-19 2024-12-11
13. CITIGROUP INC     2024-12-11
12. COGNIZANT TECH SOLUTIONS CRP COM   2022-07-13 2024-12-11
4. CROWN CASTLE INC   2024-09-18 2024-12-11
2. DIAGEO PLC - ADR   2024-02-27 2024-12-11
3. ELECTRONIC ARTS INC   2024-09-18 2024-12-11
1. ENTERGY CORP NEW   2024-08-12 2024-12-11
3. EXELON CORP   2022-12-08 2024-12-11
5. FIDELITY NATL INFORMATION SVCS INC     2024-12-11
7. FIDELITY NATL FINL INC NEW   2023-01-26 2024-12-11
1. GALLAGHER ARTHUR J & CO   2020-06-17 2024-12-11
7. GENERAL MTRS CO   2022-09-01 2024-12-11
2. HESS CORP   2024-07-15 2024-12-11
4. HEWLETT PACKARD ENTERPRISE CO   2024-08-12 2024-12-11
2. INTERCONTINENTAL EXCHANGE INC   2024-07-11 2024-12-11
2. INTERNATIONAL FLAVORS & FRAGRANCES INC   2023-07-21 2024-12-11
5. INTERPUBLIC GROUP COS INC   2024-05-10 2024-12-11
3. JPMORGAN CHASE & CO   2022-05-19 2024-12-11
7. KEURIG DR PEPPER INC   2024-05-07 2024-12-11
2. KIMBERLY-CLARK CORP   2024-08-12 2024-12-11
5. KONINKLIJKE PHILIPS N V   2022-02-22 2024-12-11
4. L3HARRIS TECHNOLOGIES INC   2022-09-01 2024-12-11
1. ELI LILLY & CO COM   2024-01-10 2024-12-11
5. MICRON TECHNOLOGY INC   2022-08-01 2024-12-11
1. MID-AMER APT CMNTYS INC   2024-07-15 2024-12-11
5. NEWELL BRANDS INC   2022-02-08 2024-12-11
4. PG&E CORP   2024-07-11 2024-12-11
7. PFIZER INC   2024-01-10 2024-12-11
2. RTX CORP   2023-10-17 2024-12-11
3. SHELL PLC   2023-07-21 2024-12-11
13. SS&C TECHNOLOGIES HLDGS INC     2024-12-11
9. SPDR SER TR   2024-04-02 2024-12-11
12. SANOFI-SYNTHELABO   2021-01-19 2024-12-11
2. SEMPRA ENERGY   2024-08-12 2024-12-11
52. SONY GROUP CORP   2023-07-21 2024-12-11
14. SUNCOR ENERGY INC NEW     2024-12-11
4. TAIWAN SEMICONDUCTOR MFG CO LTD   2023-07-21 2024-12-11
3. TECK RESOURCES LIMITED   2024-08-12 2024-12-11
10. VERIZON COMMUNICATIONS INC   2018-07-16 2024-12-11
2. VISA INC   2020-04-28 2024-12-11
1. WABTEC CORP   2024-05-09 2024-12-11
14. WELLS FARGO & CO NEW   2021-04-14 2024-12-11
7. WILLIAMS COS INC   2019-01-07 2024-12-11
6. JOHNSON CONTROLS INTERNATION   2024-05-09 2024-12-11
8. MEDTRONIC PLC     2024-12-11
2. WILLIS TOWERS WATSON PLC   2021-10-22 2024-12-11
4. UBS GROUP AG-REG   2024-06-17 2024-12-11
12. CNH INDUSTRIAL NV   2024-01-10 2024-12-11
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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    
(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 466   519 -53
b 285   199 86
c 664   703 -39
d 959   770 189
e 208   142 66
959   883 76
136   57 79
357   414 -57
990   1,425 -435
748   1,031 -283
930   647 283
820   750 70
202   231 -29
1,218   1,280 -62
236   296 -60
484   452 32
237   89 148
117   96 21
1,271   2,046 -775
293   338 -45
977   2,493 -1,516
1,431   762 669
69   80 -11
363   432 -69
451   197 254
835   906 -71
126   108 18
81   84 -3
343   236 107
256   371 -115
1,339   1,402 -63
211   227 -16
929   915 14
142   131 11
203   512 -309
72   72  
304   383 -79
308   261 47
293   225 68
429   373 56
185   203 -18
138   117 21
463   442 21
450   459 -9
341   153 188
779   1,362 -583
152   151 1
841   843 -2
161   171 -10
581   679 -98
244   193 51
451   443 8
660   913 -253
296   282 14
494   420 74
243   291 -48
1,164   1,532 -368
240   248 -8
8,434   5,538 2,896
3,517   3,122 395
8,450   2,576 5,874
4,205   2,999 1,206
3,348   2,572 776
10,800   5,754 5,046
4,134   1,932 2,202
2,717   2,308 409
12,429   12,396 33
6,671   4,089 2,582
3,084   2,523 561
2,969   1,801 1,168
3,268   2,473 795
2,887   3,863 -976
3,493   3,006 487
381   324 57
5,814   5,035 779
5,302   4,704 598
3,071   4,903 -1,832
3,225   2,757 468
4,441   3,240 1,201
481   281 200
7,210   3,823 3,387
3,435   2,966 469
1,006   1,006  
3,678   3,951 -273
3,077   2,311 766
3,102   2,313 789
3,338   1,823 1,515
2,152   1,766 386
1,076   283 793
2,790   1,724 1,066
2,752   2,576 176
4,237   2,877 1,360
6,136   4,210 1,926
5,162   3,490 1,672
12,164   6,184 5,980
5,867   7,284 -1,417
1   1  
10,056   8,281 1,775
8,323   5,130 3,193
3,177   1,141 2,036
7,165   6,041 1,124
3,130   2,125 1,005
6,617   3,678 2,939
3,170   2,219 951
7,142   4,613 2,529
6,400   6,243 157
3,715   3,374 341
7,915   7,228 687
21,260   20,643 617
3,476   3,259 217
3,625   2,905 720
2,809   1,893 916
5,851   3,576 2,275
3,187   2,977 210
2,610   2,401 209
522   364 158
3,160   3,881 -721
2,395   1,540 855
4,192   2,622 1,570
2,709   2,448 261
3,580   3,254 326
3,340   3,834 -494
1,852   2,372 -520
4,834   4,944 -110
2,893   5,627 -2,734
2,572   2,275 297
11,632   7,522 4,110
1,156   1,010 146
5,564   4,847 717
3,188   4,077 -889
13,324   10,806 2,518
3,352   4,309 -957
5,496   4,013 1,483
7,740   7,710 30
3,545   6,085 -2,540
4,061   3,584 477
3,578   3,657 -79
3,185   3,135 50
3,384   2,029 1,355
7,908   5,735 2,173
7,591   7,379 212
3,475   3,333 142
899   787 112
2,596   2,260 336
7,653   6,397 1,256
9,933   6,764 3,169
5,874   7,762 -1,888
313   288 25
364   264 100
67   28 39
150   194 -44
404   738 -334
493   536 -43
351   271 80
933   716 217
976   775 201
398   472 -74
255   308 -53
494   422 72
148   117 31
111   127 -16
424   693 -269
416   306 110
282   98 184
364   265 99
285   302 -17
87   69 18
316   292 24
176   168 8
152   156 -4
730   354 376
235   235  
264   276 -12
130   157 -27
916   910 6
793   631 162
504   319 185
159   141 18
57   111 -54
79   72 7
177   203 -26
233   149 84
192   189 3
1,006   1,041 -35
824   823 1
575   607 -32
175   157 18
1,152   974 178
530   480 50
777   390 387
138   139 -1
421   516 -95
629   346 283
204   167 37
1,006   587 419
388   146 242
500   392 108
667   828 -161
616   495 121
128   124 4
143   143  
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
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       -53
b       86
c       -39
d       189
e       66
      76
      79
      -57
      -435
      -283
      283
      70
      -29
      -62
      -60
      32
      148
      21
      -775
      -45
      -1,516
      669
      -11
      -69
      254
      -71
      18
      -3
      107
      -115
      -63
      -16
      14
      11
      -309
       
      -79
      47
      68
      56
      -18
      21
      21
      -9
      188
      -583
      1
      -2
      -10
      -98
      51
      8
      -253
      14
      74
      -48
      -368
      -8
      2,896
      395
      5,874
      1,206
      776
      5,046
      2,202
      409
      33
      2,582
      561
      1,168
      795
      -976
      487
      57
      779
      598
      -1,832
      468
      1,201
      200
      3,387
      469
       
      -273
      766
      789
      1,515
      386
      793
      1,066
      176
      1,360
      1,926
      1,672
      5,980
      -1,417
       
      1,775
      3,193
      2,036
      1,124
      1,005
      2,939
      951
      2,529
      157
      341
      687
      617
      217
      720
      916
      2,275
      210
      209
      158
      -721
      855
      1,570
      261
      326
      -494
      -520
      -110
      -2,734
      297
      4,110
      146
      717
      -889
      2,518
      -957
      1,483
      30
      -2,540
      477
      -79
      50
      1,355
      2,173
      212
      142
      112
      336
      1,256
      3,169
      -1,888
      25
      100
      39
      -44
      -334
      -43
      80
      217
      201
      -74
      -53
      72
      31
      -16
      -269
      110
      184
      99
      -17
      18
      24
      8
      -4
      376
       
      -12
      -27
      6
      162
      185
      18
      -54
      7
      -26
      84
      3
      -35
      1
      -32
      18
      178
      50
      387
      -1
      -95
      283
      37
      419
      242
      108
      -161
      121
      4
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 76,660
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 1,325
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 1,325
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 1,325
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 832
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.............. 7 832
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 9 493
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 arrowUT
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 arrow  
14
The books are in care ofright arrowRAYMOND JAMES TRUST NA Telephone no.right arrow (727) 567-2300

Located atright arrowPO BOX 23559ST PETERSBURGFL ZIP+4right arrow33742
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
EUGENE W BANKS ADVISOR
2 		0    
6194 FIELD ROSE DR
SALT LAKE CITY,UT84121
EVELYN BANKS ADVISOR
2 		0    
6194 FIELD ROSE DR
SALT LAKE CITY,UT84121
RAYMOND JAMES TRUSTEE
1 		16,597    
PO BOX 23559
ST PETERSBURG,FL33742
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,253,973
b
Average of monthly cash balances.......................
1b
38,607
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,292,580
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
1,292,580
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
19,389
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,273,191
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
63,660
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
63,660
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,325
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,325
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
62,335
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
62,335
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
62,335
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
59,858
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
59,858
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 62,335
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 40,693
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$ 59,858
a Applied to 2023, but not more than line 2a 40,693
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..... 19,165
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 .......... 		43,170
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).)
EUGENE W BANKS EVELYN BANKS
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 e-mail address of the person to whom applications should be addressed:
EUGENE W BANKS
6194 FIELD ROSE DRIVE
SALT LAKE CITY,UT84121
(801) 272-8100
bThe form in which applications should be submitted and information and materials they should include:
REQUEST SHOULD BE MADE IN WRITING TO THE ABOVE ADDRESS
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

UNIVERSITY OF IDAHO FOUNDATION
INC
875 PERIMETER DR MSC 3143
MOSCOW,ID838443143 		NONE PC GENERAL OPERATING 2,000

THE ZAHRA CHARITY

ATTN MOHAMMED SBAI
SALT LAKE CITY,UT84110 		NONE PC GENERAL OPERATING 3,000

SOLANA BEACH SCHOOLS FOUNDATION

309 N RIOS AVE
SOLANA BEACH,CA92075 		NONE PC GENERAL OPERATING 900

OLD MILL ELEMENTARY

1600 EAST 980 SOUTH
HEBER CITY,UT84032 		NONE PC UNRESTRICTED GRANT 500

UTAH SOCCER ALLIANCE RECREATION
DBA COPPER MTN SOCCER COMP
ATTN RENATA LAWSON
SOUTH JORDAN,UT84009 		NONE PC GENERAL OPERATING 1,500

UNDERSERVED GLOBAL HUMANITARIAN
SERVICES
ATTN DR DIAZ
SANDY,UT84090 		NONE PC GENERAL OPERATING 500

OLATHE HIGH SCHOOL

410 US-50
OLATHE,CO81425 		NONE PC GENERAL OPERATING 4,000

GLOBAL PROSPERITY AND PEACE
INITIATIVE
ATTN PAULA FELLINGHAM
SARATOGA SPRINGS,UT84045 		NONE PC GENERAL OPERATING 1,000

UTAH ATHLETIC FOUNDATION DBA
UTAH OLYMPIC LEGACY FOUNDATION
PO BOX 980337
PARK CITY,UT84098 		NONE PC GENERAL OPERATING 1,000

GREEN GUMMY BEAR INC

ATTN KALANI NELAWAI
CENTERVILLE,UT84014 		NONE PC GENERAL SUPPORT 1,000

PLEDGE HOPE
ATTN SIMRAN BAJWA
955 N RESLER DR STE 104-138
EL PASO,TX79912 		NONE PC GENERAL OPERATING 500

UTAH FOOD BANK

3150 SOUTH 900 WEST
SALT LAKE CITY,UT84119 		NONE PC GENERAL SUPPORT 1,330

BRIGHAM YOUNG UNIVERSITY

ATTN ANDREW OLSEN
PROVO,UT84604 		NONE PC GENERAL OPERATING 6,000

CHURCH OF JESUS CHRIST OF LATTER
DAY SAINTS
ATTN BISHOP PROBST
SALT LAKE CITY,UT84150 		NONE PC GENERAL OPERATING 1,500

WASATCH COUNTY SCHOOL DISTRICT
FOUNDATION
DBA WASATCH EDUCATION FOUNDATION
HEBER CITY,UT84032 		NONE PC GENERAL OPERATING 500

INTERNATIONAL LANGUAGE PROGRAMS
INC
508 EAST 800 NORTH 3D
OREM,UT840974146 		NONE PC GENERAL SUPPORT 7,670

PTA UTAH CONGRESS INC
DBA WELBY ELEMENTARY PTA
4130 W 9580 S
SOUTH JORDAN,UT84009 		NONE PC GENERAL OPERATING 1,500

THE BOUNTIFUL ROTARY SERVICE
PARTNERS FOUNDATION
PO BOX 451
BOUNTIFUL,UT84011 		NONE PC GENERAL OPERATING 5,000

YOUTHLINC

1166 E BRICKYARD RD
SALT LAKE CITY,UT84106 		NONE PC GENERAL OPERATING 2,000

MURRAY CITY SCHOOL DISTRICT
DBA MURRAY HIGH SCHOOL INTERACT
ATTN SUSAN BANKS
SALT LAKE CITY,UT84107 		NONE PC GENERAL OPERATING 500

UNIVERSITY OF UTAH

201 PRESIDENTS CIR ROOM 411
SALT LAKE CITY,UT841129022 		NONE PC GENERAL OPERATING 1,000

SWEDISH MEDICAL CENTER
FOUNDATION
747 BROADWAY
SEATTLE,WA98122 		NONE PC GENERAL OPERATING 1,000

UNIVERSITY OF WASHINGTON
FOUNDATION
ATTN GIFT SERVICES
SEATTLE,WA98195 		NONE PC GENERAL SUPPORT 1,000

CRYSTAL BAYAT FOUNDATION

PO BOX 95146
SOUTH JORDAN,UT94095 		NONE PC GENERAL SUPPORT 1,000

SALT LAKE CITY ROTARY FOUNDATION

C/O SLC ROTARY CLUB 24
SALT LAKE CITY,UT84165 		NONE PC GENERAL OPERATING 1,000

BRIGHAM YOUNG UNIVERSITY HAWAII

ATTN ANDREW OLSON
LAIE,HI96762 		NONE PC GENERAL OPERATING 2,000
Total .................................right arrow 3a 48,900
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 35,715  
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 76,660  
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) ..   112,375  
13Total. Add line 12, columns (b), (d), and (e)..................
13
112,375
(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-
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Form 990-PF (2024)
Additional Data


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Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
BANKS CHARITABLE FDN-NUVEEN
EIN:
20-3945115
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

TY 2024 InvestmentsCorpStockSchedule
Name:
BANKS CHARITABLE FDN-NUVEEN
EIN:
20-3945115
Name of Stock End of Year Book Value End of Year Fair Market Value
ACTIVISION BLIZZARD INC    
ALLSTATE CORP    
AMEREN CORP    
AMERICAN ELECTRIC POWER INC    
AMERICAN INTERNATIONAL GROUP I    
ANALOG DEVICES INC    
ANTHEM INC    
APOLLO GLOBAL MGMT INC COM CLA    
ASTRAZENECA PLC    
BP PLC SPONSORED ADR    
BRITISH AMERICAN TOBACCO PLC (    
CIGNA CORP NEW    
CVS HEALTH CORP    
CAPITAL ONE FINANCIAL CORP    
CATERPILLAR INC    
CENTERPOINT ENERGY INC    
CISCO SYSTEMS INC    
CITIGROUP INC    
COCA-COLA CO    
COGNIZANT TECHNOLOGY SOLUTIONS    
COMCAST CORP CLASS A    
CONOCOPHILLIPS    
CONSTELLATION BRANDS INC    
CORTEVA INCORPORATED    
DOLLAR GENERAL CORP NEW    
DUPONT DE NEMOURS INCORPORATED    
EDISON INTL    
EQUINOR ASA SPONS ADR    
EQUITABLE HLDGS INCORPORATED    
EXELON CORP    
FIDELITY NATIONAL INFORMATION    
FIDELITY NATIONAL FINANCIAL    
FOX CORPORATION CLASS A COM    
GALLAGHER ARTHUR J & CO    
GENERAL ELECTRIC COM NEW    
GENERAL MOTORS CO    
HUMANA INC    
HUNTINGTON INGALLS INDUSTRIES    
INTERCONTINENTAL EXCHANGE INC    
JP MORGAN CHASE & CO    
KONINKLIJKE PHILIPS N V NY REG    
LEAR CORP COM NEW    
LEIDOS HLDGS INCORPORATED    
LOCKHEED MARTIN CORP    
LOWES COMPANIES INC    
MARATHON PETE CORP    
MCKESSON CORP    
METLIFE INC INC    
MICROSOFT CORP    
MORGAN STANLEY CO    
NEWELL BRANDS INCORPORATED    
NISOURCE INC    
PPG INDUSTRIES INC    
PEPSICO INC    
PROGRESSIVE CORP    
PUBLIC SERVICE ENTERPRISES GRO    
RAYMOND JAMES FINANCIAL INC    
RAYTHEON TECHNOLOGIES CORP COM    
ROGERS COMMUNICATIONS INC B (C    
ROSS STORES INC    
SS&C TECHNOLOGIES HOLDINGS INC    
SANOFI SPONSORED ADR (FRANCE)    
CHARLES SCHWAB CORP    
SEALED AIR CORP    
STANLEY BLACK & DECKER INC    
UNILEVER PLC ADR (ENGLAND)    
UNION PACIFIC CORP    
UNITEDHEALTH GROUP INC    
VERIZON COMMUNICATIONS INC    
VISA INC    
WELLS FARGO & CO    
WILLIAMS COMPANIES    
ZIMMER BIOMET HLDGS INC    
MEDTRONIC PLC SHS    
WILLIS TOWERS WATSON PUB LIMIT    
ALCON INCORPORATED ORD SHS    
NXP SEMICONDUCTORS N V    
CRH PLC ADR    
ALTRIA GROUP INC    
MOTOROLA SOLUTIONS I    
PFIZER INC    
MONDELEZ INTERNATIONAL    
SONY CORP ADR AMERN    
DOWDUPONT INC    
FEDEX CORP    
APPLIED MATERIALS    
TJX COS INC    
KINDER MORGAN INC    
AMERICAN EXPRESS CO    
PPL CORP    
BERKSHIRE HATHAWAY    
CME GROUP INC    
PIONEER NAT RES CO    
FIRST AMERICAN FINANCIAL    
125523100 CIGNA GROUP 8,446 11,046
20030N101 COMCAST CORP NEW 19,392 24,207
525327102 LEIDOS HLDGS INC 8,124 13,254
020002101 ALLSTATE CORP    
03769M106 APOLLO GLOBAL MGMT I    
14040H105 CAPITAL ONE FINL COR    
14149Y108 CARDINAL HEALTH INC 23,473 34,535
30161N101 EXELON CORP 11,275 10,765
500754106 KRAFT HEINZ CO 28,404 22,940
502431109 L3HARRIS TECHNOLOGIE 27,950 28,178
50540R409 LABORATORY CORP AMER    
521865204 LEAR CORP 8,412 6,345
744573106 PUBLIC SVC ENTERPRIS    
778296103 ROSS STORES INC    
78467J100 SS&C TECHNOLOGIES HL 29,664 34,556
92826C839 VISA INC 7,716 15,170
046353108 ASTRAZENECA PLC 2,131 5,045
03073E105 AMERISOURCEBERGEN CO    
20825C104 CONOCOPHILLIPS    
21036P108 CONSTELLATION BRANDS 6,547 5,746
22052L104 CORTEVA INC    
30190A104 F&G ANNUITIES & LIFE    
31620R303 FIDELITY NATL FINL I 8,711 13,754
31946M103 FIRST CTZNS BANCSHAR 15,239 42,260
369604301 GENERAL ELEC CO    
42809H107 HESS CORP    
595112103 MICRON TECHNOLOGY IN 4,686 6,817
609207105 MONDELEZ INTL INC    
92343V104 VERIZON COMMUNICATIO 18,230 18,315
931142103 WAL MART STORES INC    
110448107 BRITISH AMERN TOB PL 17,645 18,741
904767704 UNILEVER PLC    
29452E101 EQUITABLE HLDGS INC    
363576109 GALLAGHER ARTHUR J & 2,499 9,083
693506107 PPG INDS INC 10,591 9,675
949746101 WELLS FARGO & CO NEW 23,405 51,907
969457100 WILLIAMS COS INC 4,257 11,149
780259305 SHELL PLC 20,185 21,301
G96629103 WILLIS TOWERS WATSON 10,661 14,722
026874784 AMERICAN INTL GROUP 10,321 22,568
071813109 BAXTER INTL INC 34,784 22,628
256677105 DOLLAR GEN CORP NEW 24,182 12,965
281020107 EDISON INTL    
651229106 NEWELL BRANDS INC 8,798 4,562
816851109 SEMPRA 15,986 19,035
775109200 ROGERS COMMUNICATION    
G5960L103 MEDTRONIC PLC 27,718 25,562
149123101 CATERPILLAR INS    
17275R102 CISCO SYS INC 13,849 18,648
192446102 COGNIZANT TECHNOLOGY 15,143 20,225
31620M106 FIDELITY NATL INFORM 23,421 19,304
444859102 HUMANA INC 14,780 9,387
46625H100 JPMORGAN CHASE & CO 7,649 26,128
500472303 KONINKLIJKE PHILIPS 9,287 10,761
00206R102 AT&T INC 7,584 9,336
02209S103 ALTRIA GROUP INC    
025537101 AMERICAN ELEC PWR CO 6,169 7,009
036752103 ANTHEM INC 4,699 12,543
172967424 CITIGROUP INC 29,032 41,812
594918104 MICROSOFT CORP 15,424 27,819
751212101 RALPH LAUREN CORP    
808513105 SCHWAB CHARLES CORP    
907818108 UNION PAC CORP    
98956P102 ZIMMER BIOMET HLDGS    
670100205 NOVO NORDISK A/S ADR    
74435K204 PRUDENTIAL PLC    
80105N105 SANOFI-SYNTHELABO 23,105 23,199
922908744 VANGUARD INDEX FDS    
00507V109 ACTIVISION BLIZZARD    
174610105 CITIZENS FINL GROUP    
35137L105 FOX CORP 5,865 8,161
37045V100 GENERAL MTRS CO 14,540 24,451
532457108 LILLY ELI & CO 8,832 10,808
75513E101 RTX CORP 13,277 21,755
81211K100 SEALED AIR CORP NEW 21,102 14,581
055622104 BP P L C 28,294 27,668
14316J108 CARLYLE GROUP INC    
22822V101 CROWN CASTLE INC 14,589 13,251
34965K107 FORTREA HOLDINGS INC 4,335 2,257
38141G104 GOLDMAN SACHS GROUP    
45866F104 INTERCONTINENTAL EXC 13,811 17,583
459506101 INTERNATIONAL FLAVOR 6,341 6,933
69331C108 PG&E CORP 11,459 13,440
835699307 SONY GROUP CORP 18,822 22,493
867224107 SUNCOR ENERGY INC NE 10,924 11,560
874039100 TAIWAN SEMICONDUCTOR 5,075 10,269
G0176J109 ALLEGION PLC    
009158106 AIR PRODS & CHEMS IN 12,751 13,052
126650100 CVS HEALTH CORP 31,824 24,959
25243Q205 DIAGEO PLC 5,850 4,831
254687106 DISNEY WALT CO 6,774 7,795
25746U109 DOMINION ENERGY INC 6,447 6,355
285512109 ELECTRONIC ARTS INC 15,725 16,825
29364G103 ENTERGY CORP NEW 9,500 12,738
40434L105 HP INC 28,840 26,593
42824C109 HEWLETT PACKARD ENTE 6,356 7,857
460690100 INTERPUBLIC GROUP CO 9,363 8,462
49271V100 KEURIG DR PEPPER INC 8,757 8,705
494368103 KIMBERLY-CLARK CORP 12,438 11,794
717081103 PFIZER INC 5,728 5,253
G51502105 JOHNSON CONTROLS INT 13,077 15,786
H42097107 UBS GROUP AG-REG 6,078 5,943

TY 2024 InvestmentsOtherSchedule2
Name:
BANKS CHARITABLE FDN-NUVEEN
EIN:
20-3945115
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
418056107 HASBRO INC AT COST 11,242 12,412
42809H107 HESS CORP AT COST 19,186 16,892
504922105 LABCORP HOLDINGS INC AT COST 15,989 18,346
59522J103 MID-AMER APT CMNTYS AT COST 6,356 6,956
78468R663 SPDR SER TR AT COST 31,729 31,726
878742204 TECK RESOURCES LIMIT AT COST 6,430 5,634
929740108 WABTEC AT COST 8,331 9,480
N20944109 CNH INDUSTRIAL NV AT COST 5,724 5,461

TY 2024 OtherDecreasesSchedule
Name:
BANKS CHARITABLE FDN-NUVEEN
EIN:
20-3945115
Description Amount
ROC ON CY SALES 660


TY 2024 OtherExpensesSchedule
Name:
BANKS CHARITABLE FDN-NUVEEN
EIN:
20-3945115
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 8,527 8,527   0


TY 2024 OtherIncreasesSchedule
Name:
BANKS CHARITABLE FDN-NUVEEN
EIN:
20-3945115
Description Amount
MUTUAL FUND TIMING ADJ 156
COST BASIS ADJ 1,508


TY 2024 TaxesSchedule
Name:
BANKS CHARITABLE FDN-NUVEEN
EIN:
20-3945115
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,406 1,406   0
FEDERAL ESTIMATES - PRINCIPAL 52 0   0