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
GEORGE W STRICKLAND JR FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2241
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
VALDOSTA, GA31602
A Employer identification number

20-3896627
B Telephone number (see instructions)

(912) 739-3348
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$37,307,691J 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... 877,531 877,531  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,290,782
b Gross sales price for all assets on line 6a 11,926,527
7 Capital gain net income (from Part IV, line 2)... 2,290,782
8 Net short-term capital gain.........  
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........ 3,168,313 3,168,313  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 150,000 50,000   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,150 4,075   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
188,709 188,709   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
49,957 13,419   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
590 90   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 397,406 256,293   0
25 Contributions, gifts, grants paid....... 3,430,692 3,430,692
26 Total expenses and disbursements. Add lines 24 and 25 3,828,098 256,293   3,430,692
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -659,785
b Net investment income (if negative, enter -0-) 2,912,020
c Adjusted net income (if negative, enter -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............. 515,156 234,246 234,246
2 Savings and temporary cash investments......... 400,000    
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
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)....... 25,552,056 Click to see attachment
List of Attached Documents:
// Content
25,773,957 		37,016,545
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)..........      
14 Land, buildings, and equipment: basis right arrow56,900
Less: accumulated depreciation (attach schedule) right arrow   56,900 56,900 56,900
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 26,524,112 26,065,103 37,307,691
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 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 26,524,112 26,065,103
29 Total net assets or fund balances (see instructions)..... 26,524,112 26,065,103
30 Total liabilities and net assets/fund balances (see instructions). 26,524,112 26,065,103
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
26,524,112
2
Enter amount from Part I, line 27a .....................
2
-659,785
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
200,776
4
Add lines 1, 2, and 3 ..........................
4
26,065,103
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
26,065,103
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 ALPHABET INC SHS CL C P 2023-01-20 2024-12-13
b ALPHABET INC SHS CL C P 2021-06-29 2024-12-13
c ALPHABET INC SHS CL C P 2021-05-17 2024-12-13
d ALPHABET INC SHS CL C P 2020-03-25 2024-08-27
e ALPHABET INC SHS CL C P 2020-03-25 2024-12-13
ALPHABET INC SHS CL C P 2019-11-05 2024-06-10
ALPHABET INC SHS CL C P 2019-11-05 2024-02-02
ALPHABET INC SHS CL C P 2019-11-05 2024-08-27
ALPHABET INC SHS CL C P 2019-11-05 2024-07-25
AMAZON COM INC COM P 2021-08-16 2024-12-13
AMAZON COM INC COM P 2020-03-25 2024-06-10
AMAZON COM INC COM P 2020-03-25 2024-08-27
AMAZON COM INC COM P 2020-03-25 2024-12-13
AMAZON COM INC COM P 2019-02-06 2024-02-02
AMAZON COM INC COM P 2019-02-06 2024-06-10
AMN INTL GROUP 4.25% 2029 P 2020-05-20 2024-12-16
AMPHENOL CORP CL A NEW P 2023-12-11 2024-12-13
AMPHENOL CORP CL A NEW P 2023-12-01 2024-12-13
APPLE INC P 2020-09-24 2024-12-13
APPLE INC P 2020-03-25 2024-03-28
APPLE INC P 2020-03-25 2024-08-27
APPLE INC P 2020-03-25 2024-12-13
APPLE INC P 2019-01-30 2024-03-28
APPLE INC P 2019-01-24 2024-02-02
APPLE INC P 2019-01-24 2024-03-28
APPLE INC P 2019-01-09 2024-02-02
BAT CAPITAL CORP 4.70% 27 P 2022-04-18 2024-12-16
BLACKROCK INC P 2022-12-16 2024-06-10
BLACKROCK INC P 2022-12-16 2024-08-27
BLACKROCK INC REG SHS P 2023-01-06 2024-12-13
BLACKROCK INC REG SHS P 2022-12-16 2024-12-13
BOEING COMPANY P 2023-01-06 2024-01-16
BOEING COMPANY P 2022-12-19 2024-01-12
BOEING COMPANY P 2022-12-19 2024-01-16
BOSTON SCIENTIFIC CORP P 2023-04-12 2024-12-13
BOSTON SCIENTIFIC CORP P 2023-03-13 2024-06-10
BOSTON SCIENTIFIC CORP P 2023-03-13 2024-08-27
BOSTON SCIENTIFIC CORP P 2023-03-13 2024-12-13
BOSTON SCIENTIFIC CORP P 2023-02-21 2024-06-10
BROADCOM INC P 2023-01-20 2024-06-10
BROADCOM INC P 2023-01-20 2024-02-02
BROADCOM INC P 2023-01-20 2024-12-13
BROADCOM INC P 2023-01-20 2024-08-27
BROADCOM INC P 2022-12-16 2024-02-02
CAP ONE FINCL CO 3.75% 27 P 2022-04-18 2024-12-16
CBS CORP 4.20%JUN01 29 P 2022-11-02 2024-12-16
CITIGROUP INC P 2021-12-06 2024-12-16
CITIGROUP INC 4.30% 2026 P 2022-04-18 2024-12-16
CONOCOPHILLIPS P 2021-09-16 2024-08-27
CONOCOPHILLIPS P 2021-09-16 2024-09-13
CONOCOPHILLIPS P 2021-09-16 2024-12-13
CONSOLIDATED EDIS 2.90% 26 P 2021-12-06 2024-12-16
COSTCO WHOLESALE CRP DEL P 2022-06-02 2024-06-10
COSTCO WHOLESALE CRP DEL P 2022-06-02 2024-08-27
COSTCO WHOLESALE CRP DEL P 2022-06-02 2024-12-13
COSTCO WHOLESALE CRP DEL P 2022-03-31 2024-02-02
COSTCO WHOLESALE CRP DEL P 2022-03-31 2024-06-10
EASTERN ENERGY GA 3.00% 29 P 2020-05-20 2024-12-16
EATON CORP 7.65%NOV15 29 P 2020-05-20 2024-12-16
ELI LILLY & CO P 2023-10-09 2024-12-13
ELI LILLY & CO P 2023-05-12 2024-06-10
EXXON MOBIL CORP COM P 2023-02-08 2024-08-27
EXXON MOBIL CORP COM P 2023-02-08 2024-12-13
FERRARI NV P 2023-10-13 2024-12-13
FIFTH THIRD BANCORP P 2022-11-02 2024-12-16
GOLDMAN SACHS GRO 5.95% 27 P 2022-04-18 2024-12-16
HILTON WORLDWIDE P 2022-11-17 2024-08-27
HILTON WORLDWIDE P 2022-11-17 2024-12-13
HOME DEPOT INC P 2023-01-20 2024-12-13
HOME DEPOT INC P 2023-01-06 2024-06-10
HOME DEPOT INC P 2023-01-06 2024-04-16
HOME DEPOT INC P 2023-01-06 2024-12-13
HOME DEPOT INC P 2023-01-06 2024-08-27
HOME DEPOT INC P 2022-02-24 2024-04-16
HONEYWELL INTL INC DEL P 2021-08-16 2024-12-13
HONEYWELL INTL INC DEL P 2020-03-25 2024-12-13
HONEYWELL INTL INC DEL P 2019-01-30 2024-12-13
HONEYWELL INTL INC DEL P 2019-01-24 2024-09-30
HONEYWELL INTL INC DEL P 2019-01-24 2024-12-13
HONEYWELL INTL INC DEL P 2019-01-09 2024-06-10
HONEYWELL INTL INC DEL P 2019-01-09 2024-08-27
HONEYWELL INTL INC DEL P 2019-01-09 2024-09-30
HP INC 4.75%JAN15 28 P 2022-11-02 2024-12-16
INVESCO QQQ TR SER 1 P 2023-06-09 2024-06-10
INVESCO QQQ TR SER 1 P 2023-06-09 2024-08-27
INVESCO QQQ TR SER 1 P 2023-06-09 2024-12-13
ISHARES IBOXX$ HIGH YIEL P 2021-09-17 2024-12-13
ISHARES IBOXX$ HIGH YIEL P 2021-08-30 2024-12-13
ISHARES IBOXX$ HIGH YIEL P 2021-08-16 2024-12-13
ISHARES IBOXX$ HIGH YIEL P 2021-04-19 2024-12-13
ISHARES IBOXX$ HIGH YIEL P 2021-04-19 2024-12-13
ISHARES IBOXX$ HIGH YIEL P 2021-03-22 2024-12-13
ISHARES S&P MIDCAP 400 P 2019-01-24 2024-12-13
ISHARES S&P MIDCAP 400 P 2019-01-09 2024-06-10
ISHARES S&P MIDCAP 400 P 2019-01-09 2024-02-02
ISHARES S&P MIDCAP 400 P 2019-01-09 2024-12-13
ISHARES S&P MIDCAP 400 P 2019-01-09 2024-08-27
JEFFERIES GROUP L 4.85% 27 P 2022-04-18 2024-12-16
JPMORGAN CHASE & CO P 2022-11-02 2024-12-16
JPMORGAN CHASE & CO P 2020-08-31 2024-12-16
JPMORGAN CHASE & CO P 2021-03-19 2024-12-16
JPMORGAN CHASE & CO P 2021-06-17 2024-06-10
JPMORGAN CHASE & CO P 2021-06-17 2024-08-27
JPMORGAN CHASE & CO P 2021-06-17 2024-12-13
JPMORGAN CHASE & CO P 2021-03-25 2024-06-10
JPMORGAN CHASE & CO P 2021-01-08 2024-02-02
JPMORGAN CHASE & CO P 2021-01-08 2024-06-10
JPMORGAN CHASE & CO P 2022-04-18 2024-12-16
JPMORGAN CHASE & CO CLD P 2020-09-14 2024-08-01
KENVUE INC P 2023-08-28 2024-12-13
LENNAR CORP 4.75%NOV29 27 P 2022-11-02 2024-12-16
LINCOLN NTL CORP 3.80% 28 P 2020-05-20 2024-12-16
LORD ABBETT SHORT P 2022-06-14 2024-12-13
MARATHON PETROLEU 5.12% 26 P 2022-04-18 2024-12-16
MICRON TECHNOLOGY 6.75% 29 P 2022-11-02 2024-12-16
MICROSOFT CORP P 2020-03-25 2024-12-13
MICROSOFT CORP P 2020-03-16 2024-12-13
MICROSOFT CORP P 2019-01-30 2024-07-25
MICROSOFT CORP P 2019-01-30 2024-08-27
MICROSOFT CORP P 2019-01-30 2024-12-13
MICROSOFT CORP P 2019-01-24 2024-06-10
MICROSOFT CORP P 2019-01-24 2024-07-25
MICROSOFT CORP P 2019-01-09 2024-02-02
MICROSOFT CORP P 2019-01-09 2024-06-10
MORGAN STANLEY P 2022-04-18 2024-12-16
NETFLIX COM INC P 2023-12-11 2024-12-13
NVIDIA P 2023-06-06 2024-06-10
NVIDIA P 2023-02-08 2024-06-10
NVIDIA P 2023-02-08 2024-06-10
NVIDIA P 2023-02-08 2024-08-27
NVIDIA P 2023-02-08 2024-07-25
NVIDIA P 2023-02-08 2024-12-13
NVIDIA P 2023-01-31 2024-02-02
OMEGA HLTHCARE IN 4.75% 28 P 2022-11-02 2024-12-16
O'REILLY AUTOMOTIVE INC P 2023-01-20 2024-04-30
O'REILLY AUTOMOTIVE INC P 2023-01-06 2024-04-30
PACIFIC GAS & ELE 5.45% 27 P 2022-11-02 2024-12-16
PALO ALTO NETWORKS INC P 2023-03-13 2024-06-10
PALO ALTO NETWORKS INC P 2023-03-13 2024-08-27
PALO ALTO NETWORKS INC P 2023-03-13 2024-12-13
PALO ALTO NETWORKS INC P 2023-01-20 2024-02-02
PALO ALTO NETWORKS INC P 2023-01-20 2024-06-10
PARKER HANNIFIN CORP P 2023-01-20 2024-06-10
PARKER HANNIFIN CORP P 2023-01-20 2024-08-27
PARKER HANNIFIN CORP P 2023-01-20 2024-12-13
PARKER HANNIFIN CORP P 2023-01-06 2024-02-02
PARKER HANNIFIN CORP P 2023-01-06 2024-06-10
PHYSICIANS REALTY 4.30% 27 P 2022-04-18 2024-12-16
PROGRESSIVE CRP OHIO P 2022-05-16 2024-07-22
PROGRESSIVE CRP OHIO P 2022-05-16 2024-08-27
PROGRESSIVE CRP OHIO P 2022-05-16 2024-12-13
PROLOGIS INC P 2023-04-21 2024-04-30
PROLOGIS INC P 2023-04-21 2024-08-27
PROLOGIS INC P 2023-04-21 2024-10-24
PROLOGIS INC P 2023-01-20 2024-04-30
PROLOGIS INC P 2022-06-02 2024-04-30
PROLOGIS INC P 2020-07-21 2024-04-30
REYNOLDS AMN INC 4.45% 25 P 2022-04-18 2024-12-16
ROSS STORES INC COM P 2023-08-23 2024-08-27
S&P GLOBAL INC P 2023-07-12 2024-08-27
S&P GLOBAL INC P 2023-07-12 2024-12-13
SCHLUMBERGER LTD P 2022-10-05 2024-06-10
SCHLUMBERGER LTD P 2022-10-05 2024-08-27
SCHLUMBERGER LTD P 2022-10-05 2024-10-24
SERVICENOW INC P 2023-02-08 2024-06-10
SERVICENOW INC P 2023-02-08 2024-12-13
SERVICENOW INC P 2023-02-08 2024-08-27
SERVICENOW INC P 2023-01-31 2024-02-02
SIMON PROPERTY GR 3.37% 27 P 2020-05-20 2024-12-16
SOUTHERN CAL EDIS 6.65% 29 P 2022-11-02 2024-12-16
SOUTHWEST AIRLS C 5.25% 25 P 2022-04-18 2024-12-16
SPIRIT REALTY LP 4.45% 26 P 2022-04-18 2024-12-16
TARGA RESOURCES P 6.87% 29 P 2022-11-02 2024-12-16
TENNESSEE GAS PIP 7.00% 27 P 2022-04-18 2024-12-16
TESLA INC P 2023-11-02 2024-12-13
TESLA INC P 2023-10-02 2024-12-13
THERMO FISHER SCIENTIFIC P 2022-11-17 2024-06-10
THERMO FISHER SCIENTIFIC P 2022-11-17 2024-08-27
THERMO FISHER SCIENTIFIC P 2022-11-17 2024-11-25
TORONTO DOMINION BANK P 2022-05-16 2024-10-14
TORONTO DOMINION BANK P 2022-04-28 2024-08-27
TORONTO DOMINION BANK P 2022-04-28 2024-10-14
TRANS-CANADA PIPE 5.85% 36 P 2020-04-28 2024-12-16
TRANSCONT GAS PIP 7.85% 26 P 2022-04-18 2024-12-16
UNION PACIFIC CORP P 2023-01-20 2024-09-30
UNION PACIFIC CORP P 2023-01-20 2024-12-13
UNION PACIFIC CORP P 2022-03-31 2024-06-05
UNION PACIFIC CORP P 2022-03-31 2024-08-27
UNION PACIFIC CORP P 2022-03-31 2024-09-30
UNION PACIFIC CORP P 2021-08-21 2024-08-27
UNION PACIFIC CORP P 2021-08-16 2024-06-05
UNION PACIFIC CORP P 2021-08-16 2024-06-05
UNION PACIFIC CORP P 2021-01-08 2024-02-02
UNION PACIFIC CORP P 2021-01-08 2024-06-05
UNITED RENTALS INC COM P 2023-08-07 2024-08-27
US TSY 4.625% FEB 28 2025 P 2023-09-25 2024-12-13
US TSY 6.000% FEB 15 2026 P 2023-09-15 2024-12-13
USD TRANSCANADA P 4.10% 30 P 2020-05-20 2024-12-16
VANGUARD SCOTTSDALE P 2021-04-19 2024-12-13
VANGUARD SCOTTSDALE P 2021-04-19 2024-12-13
VANGUARD SCOTTSDALE P 2021-03-22 2024-12-13
VENTAS REALTY LP 4.75% 30 P 2021-03-19 2024-12-16
VISA INC CL A SHRS P 2021-06-29 2024-12-13
VISA INC CL A SHRS P 2020-03-25 2024-12-13
VISA INC CL A SHRS P 2020-03-04 2024-06-10
VISA INC CL A SHRS P 2020-03-04 2024-02-02
VISA INC CL A SHRS P 2020-03-04 2024-12-13
VISA INC CL A SHRS P 2020-03-04 2024-08-27
VISA INC CL A SHRS P 2019-01-30 2024-02-02
WALMART INC P 2021-08-16 2024-12-13
WALMART INC P 2020-07-01 2024-12-13
WALMART INC P 2020-03-25 2024-12-13
WALMART INC P 2019-01-30 2024-12-13
WALMART INC P 2019-01-24 2024-06-10
WALMART INC P 2019-01-24 2024-08-27
WALMART INC P 2019-01-24 2024-12-13
WALMART INC P 2019-01-09 2024-06-10
WELLS FARGO & COMPANY P 2020-05-20 2024-12-16
WELLTOWER INC P 2023-10-02 2024-12-13
ZOETIS INC P 2022-11-17 2024-10-24
ZOETIS INC P 2021-08-16 2024-10-24
ZOETIS INC P 2020-03-25 2024-01-25
ZOETIS INC P 2020-03-25 2024-08-27
ZOETIS INC P 2020-03-25 2024-10-24
ZOETIS INC P 2020-02-10 2024-01-25
AGNICO EAGLE MINES LTD P 2024-04-16 2024-06-10
AGNICO EAGLE MINES LTD P 2024-04-16 2024-08-27
AGNICO EAGLE MINES LTD P 2024-04-16 2024-12-13
ALPHABET INC SHS CL C P 2024-04-30 2024-12-13
AMPHENOL CORP CL A NEW P 2023-12-01 2024-06-10
AMPHENOL CORP CL A NEW P 2023-12-01 2024-02-02
AMPHENOL CORP CL A NEW P 2023-12-01 2024-08-27
BOEING COMPANY P 2023-08-07 2024-01-16
BOSTON SCIENTIFIC CORP P 2023-02-21 2024-02-02
CENCORA INC P 2024-04-16 2024-06-10
CENCORA INC P 2024-04-16 2024-08-27
CENCORA INC P 2024-04-16 2024-12-13
DISNEY (WALT) CO COM STK P 2024-04-02 2024-07-22
DISNEY (WALT) CO COM STK P 2024-03-28 2024-06-05
DISNEY (WALT) CO COM STK P 2024-03-28 2024-06-05
DISNEY (WALT) CO COM STK P 2024-03-28 2024-07-22
ELI LILLY & CO P 2023-10-09 2024-06-10
ELI LILLY & CO P 2023-10-09 2024-08-27
ELI LILLY & CO P 2023-05-12 2024-02-02
FERRARI NV P 2023-10-13 2024-08-27
HONEYWELL INTL INC DEL P 2024-11-25 2024-12-13
HONEYWELL INTL INC DEL P 2024-02-02 2024-12-13
HOWMET AEROSPACE INC P 2024-01-25 2024-06-10
HOWMET AEROSPACE INC P 2024-01-25 2024-02-02
HOWMET AEROSPACE INC P 2024-01-25 2024-08-27
HOWMET AEROSPACE INC P 2024-01-25 2024-12-13
HOWMET AEROSPACE INC P 2024-01-25 2024-12-13
INTERCONTINENTAL P 2024-07-22 2024-08-27
INTERCONTINENTAL P 2024-07-22 2024-12-13
INVESCO QQQ TR SER 1 P 2024-02-02 2024-12-13
INVESCO S&P 500 EQUAL P 2023-10-05 2024-06-10
INVESCO S&P 500 EQUAL P 2023-10-05 2024-08-27
ISHARES TR RUSSELL 2000 P 2023-12-19 2024-06-10
ISHARES TR RUSSELL 2000 P 2023-12-19 2024-08-27
JOHNSON CONTROLS INTER P 2024-09-30 2024-12-13
KENVUE INC P 2024-02-02 2024-06-05
KENVUE INC P 2024-02-02 2024-12-13
KENVUE INC P 2023-08-28 2024-08-27
KENVUE INC P 2023-08-23 2024-04-16
KENVUE INC P 2023-08-23 2024-06-05
KENVUE INC P 2023-08-23 2024-06-05
MARTIN MARIETTA MATLS P 2024-03-04 2024-08-27
MARTIN MARIETTA MATLS P 2024-03-04 2024-12-13
MCDONALDS CORP COM P 2024-06-10 2024-08-27
MCDONALDS CORP COM P 2024-06-10 2024-12-13
META PLATFORMS INC P 2024-02-02 2024-06-10
META PLATFORMS INC P 2024-01-12 2024-06-10
NETFLIX COM INC P 2023-12-11 2024-08-27
NETFLIX COM INC P 2023-10-25 2024-04-30
NETFLIX COM INC P 2023-10-25 2024-06-10
NETFLIX COM INC P 2023-10-25 2024-08-27
NVIDIA P 2023-02-08 2024-02-02
O'REILLY AUTOMOTIVE INC P 2024-02-02 2024-04-30
PHYSICIANS REALTY 4.30% 27 P 2024-02-20 2024-03-01
PROCTER & GAMBLE CO P 2024-06-10 2024-08-27
PROLOGIS INC P 2023-12-11 2024-10-24
SCHLUMBERGER LTD P 2024-02-02 2024-10-24
SERVICENOW INC P 2023-02-08 2024-02-02
TESLA INC P 2024-04-30 2024-12-13
TESLA INC P 2024-02-02 2024-12-13
TESLA INC P 2023-10-02 2024-06-10
TESLA INC P 2023-10-02 2024-08-27
THERMO FISHER SCIENTIFIC P 2024-04-30 2024-11-25
THERMO FISHER SCIENTIFIC P 2024-02-02 2024-11-25
TORONTO DOMINION BANK P 2024-06-10 2024-10-14
TORONTO DOMINION BANK P 2024-02-02 2024-10-14
UNITED RENTALS INC COM P 2023-08-07 2024-02-02
UNITED RENTALS INC COM P 2023-08-07 2024-04-30
UNITEDHEALTH GROUP INC P 2024-02-02 2024-04-05
UNITEDHEALTH GROUP INC P 2023-07-25 2024-04-05
UNITEDHEALTH GROUP INC P 2023-04-12 2024-03-04
UNITEDHEALTH GROUP INC P 2023-04-12 2024-04-05
US TSY 4.500% JUL 15 2026 P 2024-06-10 2024-12-13
US TSY 6.750% AUG 15 2026 P 2024-06-10 2024-12-13
VANGUARD 500 INDEX FUND P 2023-09-25 2024-06-10
VANGUARD 500 INDEX FUND P 2023-09-25 2024-08-27
WELLTOWER INC P 2023-10-02 2024-04-16
WELLTOWER INC P 2023-10-02 2024-02-02
WELLTOWER INC P 2023-10-02 2024-08-27
WSTN DIGITAL CORP DEL P 2024-01-25 2024-06-10
WSTN DIGITAL CORP DEL P 2024-01-25 2024-02-02
WSTN DIGITAL CORP DEL P 2024-01-25 2024-12-13
WSTN DIGITAL CORP DEL P 2024-01-25 2024-08-27
ZOETIS INC P 2023-12-11 2024-11-25
ZOETIS INC P 2023-12-11 2024-10-24
ZOETIS INC P 2023-12-11 2024-11-25
ALPHABET INC SHS CL C P 2023-12-11 2024-11-25
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF P 2022-08-04 2024-12-19
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF P 2022-11-17 2024-12-19
FT VST BUFF ALLOCATION GRW ETF P 2022-08-04 2024-01-12
FT VEST BUFF ALLCTN DFNSV ETF P 2022-08-04 2024-01-12
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF P 2022-08-04 2024-10-07
BLUEROCK TOTAL INCOME+ REAL ESTATE I P 2022-08-04 2024-05-07
BLUEROCK TOTAL INCOME+ REAL ESTATE I P 2022-08-04 2024-08-06
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF P 2023-07-07 2024-12-19
US TREASURY 0.25% 06/15/2024 P 2023-07-06 2024-01-30
INNOVATOR LADDERED ALLOCATION POWER BUFFER ETFS P 2023-07-07 2024-01-12
BLUEROCK TOTAL INCOME+ REAL ESTATE I P 2023-12-20 2024-05-07
BLUEROCK TOTAL INCOME+ REAL ESTATE I P 2024-03-21 2024-05-07
BLUEROCK TOTAL INCOME+ REAL ESTATE I P 2024-06-18 2024-08-06
DFA EMERGING MARKETS SMA P 2022-01-30 2024-01-31
DFA TWO-YEAR GLOBAL FIXE P 2020-04-15 2024-12-17
DFA US SMALL CAP VALUE I P 2020-04-15 2024-01-31
VANGUARD GROWTH INDEX AD P 2020-04-15 2024-10-08
CAPITAL GAINS 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 192   97 95
b 69,178   45,377 23,801
c 57,649   34,571 23,078
d 8,215   2,713 5,502
e 55,919   16,111 39,808
20,241   7,523 12,718
2,827   1,297 1,530
2,012   778 1,234
25,495   9,469 16,026
33,953   24,132 9,821
20,585   10,632 9,953
7,271   4,023 3,248
38,055   15,996 22,059
75,222   35,922 39,300
4,265   1,891 2,374
24,153   26,153 -2,000
2,436   1,565 871
34,032   21,209 12,823
61,053   26,835 34,218
43,591   16,009 27,582
17,764   4,897 12,867
23,577   5,964 17,613
10,257   2,448 7,809
34,599   7,159 27,440
32,480   7,313 25,167
106,958   21,732 85,226
34,927   35,199 -272
2,300   2,070 230
7,961   6,210 1,751
40,185   27,513 12,672
42,300   27,601 14,699
33,462   33,221 241
40,172   34,080 6,092
7,529   6,704 825
15,802   8,950 6,852
539   333 206
6,765   4,044 2,721
37,564   19,793 17,771
37,681   22,494 15,187
20,001   7,870 12,131
8,580   3,935 4,645
38,289   9,556 28,733
4,312   1,518 2,794
36,771   16,726 20,045
34,225   34,724 -499
18,951   18,235 716
99,450   101,524 -2,074
34,696   35,181 -485
3,718   1,954 1,764
21,153   12,139 9,014
11,026   6,455 4,571
24,208   25,418 -1,210
847   461 386
10,009   5,070 4,939
91,298   42,403 48,895
52,379   42,846 9,533
16,938   11,580 5,358
22,818   25,049 -2,231
28,308   30,213 -1,905
32,431   23,583 8,848
23,125   11,884 11,241
7,198   7,025 173
45,889   47,678 -1,789
16,753   11,612 5,141
20,770   20,157 613
35,900   36,303 -403
4,155   2,613 1,542
29,354   15,954 13,400
1,250   929 321
4,298   4,071 227
4,027   3,758 269
40,414   30,377 10,037
5,600   4,697 903
18,791   16,800 1,991
228   228 0
19,339   10,482 8,857
5,233   3,283 1,950
24,018   16,380 7,638
683   424 259
1,686   1,088 598
2,463   1,631 832
2,485   1,631 854
20,045   19,245 800
98,893   76,029 22,864
14,294   10,658 3,636
302,574   202,507 100,067
8,895   9,860 -965
5,957   6,607 -650
19,856   21,854 -1,998
6,274   6,895 -621
16,599   18,239 -1,640
6,274   6,826 -552
10,499   5,565 4,934
27,968   15,910 12,058
12,051   7,435 4,616
5,009   2,577 2,432
11,740   6,394 5,346
35,004   35,643 -639
19,617   19,225 392
50,713   50,298 415
45,375   50,410 -5,035
30,682   23,728 6,954
8,566   6,048 2,518
60,692   39,236 21,456
3,610   2,734 876
8,587   6,618 1,969
2,406   1,621 785
34,711   35,055 -344
50,000   51,938 -1,938
12,584   13,175 -591
20,065   19,190 875
24,250   25,587 -1,337
876,888   881,420 -4,532
35,202   35,908 -706
21,460   20,184 1,276
22,401   7,403 14,998
100,358   32,753 67,605
11,932   2,929 9,003
19,422   4,917 14,505
3,136   732 2,404
29,458   7,342 22,116
36,223   9,045 27,178
4,509   1,141 3,368
21,346   5,185 16,161
34,739   35,223 -484
33,163   16,703 16,460
24,670   8,110 16,560
13,284   2,536 10,748
29,770   5,684 24,086
14,052   2,491 11,561
30,613   5,956 24,657
29,460   4,982 24,478
7,247   2,151 5,096
19,813   18,795 1,018
4,127   3,160 967
42,298   34,886 7,412
20,257   19,454 803
5,785   3,567 2,218
4,541   2,440 2,101
35,373   16,894 18,479
39,839   16,765 23,074
14,616   6,937 7,679
1,037   607 430
8,888   4,550 4,338
92,033   41,561 50,472
41,711   25,223 16,488
13,480   7,997 5,483
34,642   35,245 -603
43,485   21,658 21,827
5,121   2,286 2,835
37,978   16,325 21,653
15,322   18,386 -3,064
5,036   4,845 191
5,291   5,466 -175
2,899   3,383 -484
22,052   26,963 -4,911
2,485   2,365 120
34,930   35,095 -165
3,237   2,547 690
7,064   5,664 1,400
46,020   36,818 9,202
11,823   10,689 1,134
2,671   2,353 318
44,754   42,596 2,158
21,622   14,586 7,036
34,785   14,586 20,199
4,981   2,823 2,158
30,607   17,490 13,117
24,336   24,955 -619
21,195   20,245 950
35,000   35,000 0
34,321   35,317 -996
20,463   20,133 330
36,573   37,305 -732
76,220   38,403 37,817
66,259   37,991 28,268
22,656   20,561 2,095
4,248   3,690 558
24,126   24,778 -652
26,506   33,516 -7,010
2,200   2,690 -490
1,466   1,890 -424
102,273   114,845 -12,572
35,840   36,473 -633
25,575   21,405 4,170
4,237   3,705 532
29,728   36,100 -6,372
3,490   3,858 -368
17,214   19,290 -2,076
748   685 63
681   682 -1
11,347   11,359 -12
7,456   6,565 891
13,162   12,693 469
2,216   1,440 776
125,056   124,834 222
65,336   64,867 469
23,920   26,702 -2,782
22,280   25,637 -3,357
4,960   5,706 -746
22,198   25,345 -3,147
49,304   55,165 -5,861
11,963   8,941 3,022
13,222   6,615 6,607
9,363   6,437 2,926
4,166   2,840 1,326
34,316   20,637 13,679
7,784   5,491 2,293
4,999   2,450 2,549
17,263   9,199 8,064
26,319   11,135 15,184
40,186   15,723 24,463
11,603   3,964 7,639
24,242   11,758 12,484
9,000   3,812 5,188
6,037   2,067 3,970
21,179   10,135 11,044
24,754   26,040 -1,286
27,217   17,439 9,778
44,833   34,616 10,217
1,297   1,427 -130
5,396   3,049 2,347
6,029   3,470 2,559
4,446   2,523 1,923
42,609   32,589 10,020
55,130   52,637 2,493
3,363   2,524 839
31,829   23,394 8,435
57,456   50,225 7,231
39,380   27,511 11,869
42,571   37,817 4,754
5,262   3,634 1,628
47,683   53,933 -6,250
24,318   17,342 6,976
13,963   14,272 -309
2,566   2,616 -50
15,540   15,937 -397
8,455   10,799 -2,344
9,058   9,058 0
20,355   24,405 -4,050
27,454   35,265 -7,811
17,986   12,079 5,907
5,756   3,451 2,305
56,702   37,411 19,291
3,906   2,511 1,395
1,593   1,621 -28
3,640   3,144 496
39,761   26,440 13,321
69,060   67,048 2,012
4,552   2,622 1,930
27,021   13,267 13,754
23,615   11,602 12,013
3,216   2,973 243
30,471   29,136 1,335
27,603   22,282 5,321
134,439   113,522 20,917
26,310   20,956 5,354
3,603   3,605 -2
11,834   10,814 1,020
36,910   34,479 2,431
6,190   6,785 -595
4,669   4,344 325
1,803   1,909 -106
14,355   17,991 -3,636
12,229   12,229 0
2,868   3,632 -764
3,121   3,618 -497
19,870   21,709 -1,839
866   765 101
5,347   4,590 757
31,241   30,200 1,041
53,060   40,122 12,938
702   464 238
55,795   41,581 14,214
10,812   7,069 3,743
3,511   2,079 1,432
101,455   34,877 66,578
4,127   4,198 -71
      0
1,359   1,339 20
42,450   42,865 -415
6,328   7,373 -1,045
3,924   2,353 1,571
35,512   15,371 20,141
10,394   4,385 6,009
10,774   15,147 -4,373
6,283   7,449 -1,166
44,145   49,321 -5,176
3,080   3,298 -218
6,147   5,998 149
9,192   9,787 -595
1,959   1,440 519
48,427   33,112 15,315
14,573   16,361 -1,788
22,315   24,990 -2,675
70,873   76,524 -5,651
29,602   34,069 -4,467
451,723   447,721 4,002
468,779   465,329 3,450
97,045   78,786 18,259
23,207   17,906 5,301
36,667   34,422 2,245
6,601   6,331 270
3,860   2,650 1,210
17,208   13,647 3,561
40,747   42,683 -1,936
9,251   8,537 714
3,258   3,126 132
19,327   19,326 1
12,042   12,193 -151
4,433   4,690 -257
6,206   6,205 1
285,892   282,072 3,820
309,413   299,987 9,426
113,860   100,055 13,805
109,728   99,815 9,913
175,006   172,917 2,089
32,553   44,549 -11,996
26,394   36,941 -10,547
148,443   144,984 3,459
510,555   495,523 15,032
223,788   210,624 13,164
2,314   2,478 -164
2,341   2,370 -29
1,836   1,847 -11
149,848   109,242 40,606
96,976   98,820 -1,844
152,670   72,660 80,010
199,933   31,066 168,867
15,132     15,132
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       95
b       23,801
c       23,078
d       5,502
e       39,808
      12,718
      1,530
      1,234
      16,026
      9,821
      9,953
      3,248
      22,059
      39,300
      2,374
      -2,000
      871
      12,823
      34,218
      27,582
      12,867
      17,613
      7,809
      27,440
      25,167
      85,226
      -272
      230
      1,751
      12,672
      14,699
      241
      6,092
      825
      6,852
      206
      2,721
      17,771
      15,187
      12,131
      4,645
      28,733
      2,794
      20,045
      -499
      716
      -2,074
      -485
      1,764
      9,014
      4,571
      -1,210
      386
      4,939
      48,895
      9,533
      5,358
      -2,231
      -1,905
      8,848
      11,241
      173
      -1,789
      5,141
      613
      -403
      1,542
      13,400
      321
      227
      269
      10,037
      903
      1,991
      0
      8,857
      1,950
      7,638
      259
      598
      832
      854
      800
      22,864
      3,636
      100,067
      -965
      -650
      -1,998
      -621
      -1,640
      -552
      4,934
      12,058
      4,616
      2,432
      5,346
      -639
      392
      415
      -5,035
      6,954
      2,518
      21,456
      876
      1,969
      785
      -344
      -1,938
      -591
      875
      -1,337
      -4,532
      -706
      1,276
      14,998
      67,605
      9,003
      14,505
      2,404
      22,116
      27,178
      3,368
      16,161
      -484
      16,460
      16,560
      10,748
      24,086
      11,561
      24,657
      24,478
      5,096
      1,018
      967
      7,412
      803
      2,218
      2,101
      18,479
      23,074
      7,679
      430
      4,338
      50,472
      16,488
      5,483
      -603
      21,827
      2,835
      21,653
      -3,064
      191
      -175
      -484
      -4,911
      120
      -165
      690
      1,400
      9,202
      1,134
      318
      2,158
      7,036
      20,199
      2,158
      13,117
      -619
      950
      0
      -996
      330
      -732
      37,817
      28,268
      2,095
      558
      -652
      -7,010
      -490
      -424
      -12,572
      -633
      4,170
      532
      -6,372
      -368
      -2,076
      63
      -1
      -12
      891
      469
      776
      222
      469
      -2,782
      -3,357
      -746
      -3,147
      -5,861
      3,022
      6,607
      2,926
      1,326
      13,679
      2,293
      2,549
      8,064
      15,184
      24,463
      7,639
      12,484
      5,188
      3,970
      11,044
      -1,286
      9,778
      10,217
      -130
      2,347
      2,559
      1,923
      10,020
      2,493
      839
      8,435
      7,231
      11,869
      4,754
      1,628
      -6,250
      6,976
      -309
      -50
      -397
      -2,344
      0
      -4,050
      -7,811
      5,907
      2,305
      19,291
      1,395
      -28
      496
      13,321
      2,012
      1,930
      13,754
      12,013
      243
      1,335
      5,321
      20,917
      5,354
      -2
      1,020
      2,431
      -595
      325
      -106
      -3,636
      0
      -764
      -497
      -1,839
      101
      757
      1,041
      12,938
      238
      14,214
      3,743
      1,432
      66,578
      -71
      0
      20
      -415
      -1,045
      1,571
      20,141
      6,009
      -4,373
      -1,166
      -5,176
      -218
      149
      -595
      519
      15,315
      -1,788
      -2,675
      -5,651
      -4,467
      4,002
      3,450
      18,259
      5,301
      2,245
      270
      1,210
      3,561
      -1,936
      714
      132
      1
      -151
      -257
      1
      3,820
      9,426
      13,805
      9,913
      2,089
      -11,996
      -10,547
      3,459
      15,032
      13,164
      -164
      -29
      -11
      40,606
      -1,844
      80,010
      168,867
      15,132
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 2,290,782
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 40,477
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 40,477
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 40,477
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 37,480
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 37,480
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 26
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 3,023
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 arrow   Refundedright arrow 11  
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowGA
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 arrowJIM GODBEE Telephone no.right arrow (229) 245-6040

Located atright arrow3488 N VALDOSTA ROADVALDOSTAGA ZIP+4right arrow31602
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)
 
No
(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
 
 
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
TOMMY STRICKLAND VICE PRESIDENT
10.00 		50,000 0 0
P O BOX 128
CLAXTON,GA30417
J WENDELL GODBEE PAST PRESIDENT
10.00 		50,000 0 0
P O BOX 2241
VALDOSTA,GA31604
SHARON DELOACH SECRETARY/TREASURER
10.00 		50,000 0 0
P O BOX 128
CLAXTON,GA30417
JAMES W GODBEE JR PRESIDENT
10.00 		0 0 0
P O BOX 2241
VALDOSTA,GA31604
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 arrow0
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
36,321,605
b
Average of monthly cash balances.......................
1b
648,411
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
36,970,016
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
36,970,016
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
554,550
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
36,415,466
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,820,773
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
1,820,773
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
40,477
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
40,477
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,780,296
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,780,296
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
1,780,296
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
3,430,692
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,430,692
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 1,780,296
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 418,689
b From 2020...... 349,915
c From 2021...... 558,505
d From 2022...... 1,492,258
e From 2023...... 422,315
f Total of lines 3a through e ........ 3,241,682
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 3,430,692
a Applied to 2023, but not more than line 2a 0
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..... 1,780,296
e Remaining amount distributed out of corpus 1,650,396
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 4,892,078
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 .......... 		0
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) ... 		418,689
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		4,473,389
10 Analysis of line 9:
a Excess from 2020.... 349,915
b Excess from 2021.... 558,505
c Excess from 2022.... 1,492,258
d Excess from 2023.... 422,315
e Excess from 2024.... 1,650,396
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).)
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.
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

ARTS & CULTURAL AUTHORITY OF CLAXTON AND EVANS COUNTY

302 W RAILROAD ST
CLAXTON,GA30417 		NONE 501(C)(3) GENERAL FUND 1,214,975

BOYS AND GIRLS CLUB

3628 LAKE LAURIE DRIVE
VALDOSTA,GA31605 		NONE 501(C)(3) GENERAL FUND 30,000

BREWTON CEMETERY

6901 US-280
CLAXTON,GA30417 		NONE 501(C)(3) GENERAL FUND 15,000

BREWTON-PARKER COLLEGE

201 DAVID-ELIZA FOUNTAIN CIR
MT VERNON,GA30445 		NONE 501(C)(3) GENERAL FUND 100,000

CARES

PO BOX 667
CLAXTON,GA30417 		NONE 501(C)(3) GENERAL FUND 1,500

CAMP ROCK OF GEORGIA INC

PO BOX 1528
VALDOSTA,GA31603 		NONE 501(C)(3) GENERAL FUND 3,500

CENTERED FOR LIFE

2487 DEMERE ROAD SUITE 500
ST SIMONS ISLAND,GA31522 		NONE 501(C)(3) GENERAL FUND 25,000

CITY OF CLAXTON

206 RAILROAD ST
CLAXTON,GA30417 		NONE 501(C)(3) GENERAL FUND 70,000

COMMUNITY SUPPORT CENTER

PO BOX 95
GLENNVILLE,GA30427 		NONE 501(C)(3) GENERAL FUND 18,500

EVANS COUNTY BOARD OF COMMISSIONERS

3 FREEMAN ST
CLAXTON,GA30417 		NONE 501(C)(3) GENERAL FUND 100,367

EVANS COUNTY BOARD OF EDUCATION

613 W MAIN ST
CLAXTON,GA30417 		NONE 501(C)(3) GENERAL FUND 1,000

EVANS COUNTY CHRISTIAN LEARNING CENTER

108 S PETERS STREET
CLAXTON,GA30417 		NONE 501(C)(3) GENERAL FUND 65,850

EVANS MEMORIAL HOSPITAL INC

200 N RIVER STREET
CLAXTON,GA30417 		NONE 501(C)(3) GENERAL FUND 605,000

GEORGIA CHRISTIAN SCHOOL

4359 DASHER ROAD
VALDOSTA,GA31601 		NONE 501(C)(3) GENERAL FUND 25,000

GODS STORE HOUSE

300 MCINTOSH ST A
VIDALIA,GA30474 		NONE 501(C)(3) GENERAL FUND 25,000

LIVING BRIDGES

9302 DAVIDSON RD PMB 175
MOODY AFB,GA31699 		NONE 501(C)(3) GENERAL FUND 5,000

LOWNDESVALDOSTA ARTS COMMISSION

512 NORTH ASHLEY STREET
VALDOSTA,GA31601 		NONE 501(C)(3) GENERAL FUND 30,000

MAYO CLINIC FOUNDATION

200 FIRST ST SW
ROCHESTER,MN55905 		NONE 501(C)(3) GENERAL FUND 100,000

MERCY MEDICAL CLINIC & FOUNDATION

714-1 NW BROAD ST
LYONS,GA30436 		NONE 501(C)(3) GENERAL FUND 25,000

OGEECHEE TECHNICAL COLLEGE FOUNDATION

ONE JOSEPH E KENNEDY BLVD
STATESBORO,GA30458 		NONE 501(C)(3) GENERAL FUND 250,000

PAUL ANDERSON YOUTH HOME

1603 MCINTOSH STREET
VIDALIA,GA30474 		NONE 501(C)(3) GENERAL FUND 100,000

PINEWOOD CHRISTIAN ACADEMY

N HENRY STREET
BELLVILLE,GA30414 		NONE 501(C)(3) GENERAL FUND 100,000

PROMISE OF HOPE TATTNALL INC

PO BOX 485
GLENNVILLE,GA30427 		NONE 501(C)(3) GENERAL FUND 30,000

REACH GEORGIA FOUNDATION INC

2082 E TUCKER PLACE
TUCKER,GA30084 		NONE 501(C)(3) GENERAL FUND 10,000

SOUTHEASTERN TECHNICAL COLLEGE

3001 E 1ST ST
VIDALIA,GA30474 		NONE 501(C)(3) GENERAL FUND 100,000

STATESBORO REGIONAL SEXUAL ASSAULT CENTER

209 SOUTH COLLEGE STREET
STATESBORO,GA30458 		NONE 501(C)(3) GENERAL FUND 25,000

SWEET ONION CHRISTIAN LEARNING CENTER INC

PO BOX 152
MOUNT VERNON,GA30445 		NONE 501(C)(3) GENERAL FUND 30,000

TAKE STOCK IN CHILDREN

3000 NE 30TH PLACE SUITE 409
FORT LAUDERDALE,FL33306 		NONE 501(C)(3) GENERAL FUND 10,000

TRUETT MCCONNELL UNIVERSITY

100 ALUMNI DR
CLEVELAND,GA30528 		NONE 501(C)(3) GENERAL FUND 25,000

VALWOOD SCHOOL

4380 OLD US 41 N
HAHIRA,GA31632 		NONE 501(C)(3) GENERAL FUND 100,000

VETERANS OF FOREIGN WARS OF THE 7764 VFW GA

PO BOX 1489
REIDSVILLE,GA30453 		NONE 501(C)(3) GENERAL FUND 20,000

WIREGRASS GEORGIA TECHNICAL COLLEGE

4089 VAL TECH RD
VALDOSTA,GA31602 		NONE 501(C)(3) GENERAL FUND 50,000

WOUNDED WARRIORS RETREAT

8722 ELAM CHURCH RD
NORWOOD,GA30821 		NONE 501(C)(3) GENERAL FUND 25,000

YOUTH IMPACT CENTER

L01 0-013
LAKELAND,GA31635 		NONE 501(C)(3) GENERAL FUND 15,000

SOUTH TATTNALL MIDDLE SCHOOL JR BETA CLUB

102 LOVES CHAPEL RD
GLENNVILLE,GA30427 		NONE 501(C)(3) GENERAL FUND 5,000

EMANUEL COUNTY CHILD ABUSE CENTER

PO BOX 617
SWAINSBORO,GA30401 		NONE 501(C)(3) GENERAL FUND 50,000

CLAXTON EVANS COUNTY ECONOMIC DEVELOPMENT AUTHORITY

302 W RAILROAD ST
CLAXTON,GA30417 		NONE 501(C)(3) GENERAL FUND 20,000

RESCUE MISSION OF MIDDLE GEORGIA

774 HAZEL ST
MACON,GA31201 		NONE 501(C)(3) GENERAL FUND 5,000
Total .................................right arrow 3a 3,430,692
bApproved for future payment
Total ................................. right arrow 3b 0
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 ....     14 877,531  
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 2,290,782  
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) .. 0 3,168,313 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,168,313
(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:
GEORGE W STRICKLAND JR FOUNDATION INC
EIN:
20-3896627
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 8,150 4,075   0

TY 2024 InvestmentsCorpStockSchedule
Name:
GEORGE W STRICKLAND JR FOUNDATION INC
EIN:
20-3896627
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITY INVESTMENTS 24,982,487 36,076,545
SOUTHERN BANKSHARES, INC. 791,470 940,000

TY 2024 OtherExpensesSchedule
Name:
GEORGE W STRICKLAND JR FOUNDATION INC
EIN:
20-3896627
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 90 90   0
PAYROLL FEES 500 0   0


TY 2024 OtherIncreasesSchedule
Name:
GEORGE W STRICKLAND JR FOUNDATION INC
EIN:
20-3896627
Description Amount
BOOK TO MARKET DIFFERENCES 153,581
NONTAXABLE INCOME 8,382
FEDERAL TAX REFUND 38,813


TY 2024 OtherProfessionalFeesSchedule
Name:
GEORGE W STRICKLAND JR FOUNDATION INC
EIN:
20-3896627
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MERRILL LYNCH INVESTMENT MANAGEMENT FEES 67,242 67,242   0
CHARLES SCHWAB INVESTMENT MANAGEMENT FEES 121,467 121,467   0


TY 2024 TaxesSchedule
Name:
GEORGE W STRICKLAND JR FOUNDATION INC
EIN:
20-3896627
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 9,552 9,552   0
PAYROLL TAXES PAID 11,600 3,867   0
AD VALOREM TAXES 479 0   0
EXCISE TAX 28,326 0   0