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
COMPORIUM FOUNDATION INC
 
% THERESA TURNER
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 470
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ROCK HILL, SC297316470
A Employer identification number

57-0792719
B Telephone number (see instructions)

(803) 326-6137
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$23,926,978J 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... 885,325 885,325  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 555,391
b Gross sales price for all assets on line 6a 4,130,339
7 Capital gain net income (from Part IV, line 2)... 555,391
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)....... Click to see attachment
List of Attached Documents:
// Content
221 221  
12 Total. Add lines 1 through 11........ 1,440,937 1,440,937  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
58,287 58,287    
17 Interest............... 2 2    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
60,195 60,195    
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
73 73    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 118,557 118,557   0
25 Contributions, gifts, grants paid....... 1,136,016 1,136,016
26 Total expenses and disbursements. Add lines 24 and 25 1,254,573 118,557   1,136,016
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 186,364
b Net investment income (if negative, enter -0-) 1,322,380
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............. 320,565 315,908 315,908
2 Savings and temporary cash investments......... 924,395 489,354 489,354
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)....... 10,539,356 Click to see attachment
List of Attached Documents:
// Content
10,464,411 		14,097,455
c Investments—corporate bonds (attach schedule)....... 8,634,240 Click to see attachment
List of Attached Documents:
// Content
9,339,355 		9,024,261
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 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) 20,418,556 20,609,028 23,926,978
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 20,418,556 20,609,028
29 Total net assets or fund balances (see instructions)..... 20,418,556 20,609,028
30 Total liabilities and net assets/fund balances (see instructions). 20,418,556 20,609,028
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
20,418,556
2
Enter amount from Part I, line 27a .....................
2
186,364
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,649
4
Add lines 1, 2, and 3 ..........................
4
20,610,569
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,541
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
20,609,028
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 LONG TERM CAPITAL GAIN DISTRIBUTION P 2023-12-31 2024-12-31
b ST PUBLICLY TRADED SECURITIES P 2024-01-01 2024-12-31
c LT PUBLICLY TRADED SECURITIES P 2023-12-31 2024-12-31
d
e
(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 68,753     68,753
b 1,560,489   1,560,777 -288
c 2,501,097   2,014,171 486,926
d
e
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       68,753
b       -288
c       486,926
d
e
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 2 555,391
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 -288
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 18,381
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 18,381
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 18,381
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 40,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 40,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 21,619
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow21,619 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$   (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 arrowSC
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 arrowNA
14
The books are in care ofright arrowTHERESA TURNER Telephone no.right arrow (803) 326-6137

Located atright arrowPO BOX 470ROCK HILLSC ZIP+4right arrow297316470
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
 
No
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
LADSON A BARNES III DIRECTOR
0.00 		0 0 0
PO BOX 470
ROCK HILL,SC297316470
BRYANT G BARNES PRESIDENT
0.00 		0 0 0
PO BOX 470
ROCK HILL,SC297316470
THERESA TURNER SECRETARY - TREASURER
0.00 		0 0 0
PO BOX 470
ROCK HILL,SC297316470
JOHN M BARNES JR DIRECTOR
0.00 		0 0 0
PO BOX 470
ROCK HILL,SC297316470
FRANCES B ELLIOTT DIRECTOR
0.00 		0 0 0
PO BOX 470
ROCK HILL,SC297316470
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 arrow  
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
23,467,599
b
Average of monthly cash balances.......................
1b
270,766
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
23,738,365
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
23,738,365
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
356,075
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
23,382,290
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,169,115
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
1,169,115
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
18,381
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
18,381
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,150,734
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,150,734
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,150,734
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
1,136,016
b
Program-related investments—total from Part VIII-B..................
1b
 
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
1,136,016
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 1,150,734
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 13,586
b From 2020...... 6,248
c From 2021...... 9,593
d From 2022......  
e From 2023...... 60,888
f Total of lines 3a through e ........ 90,315
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,136,016
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 1,136,016
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024. 14,718 14,718
(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 75,597
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		75,597
10 Analysis of line 9:
a Excess from 2020.... 5,116
b Excess from 2021.... 9,593
c Excess from 2022....  
d Excess from 2023.... 60,888
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
A FATHERS WAY


PO BOX 1896
LANCASTER,SC29721 		  PC COMMUNITY WELFARE 1,250
ALZHEIMERS ASSOCIATION SC CHAPTER


3223 SUNSET BOULVEVARD
WEST COLUMBIA,SC29169 		  PC HEALTH 2,500
AMERICAN CANCER SOCIETY


1901 BRUNSWICK AVENUE SUITE 100
CHARLOTTE,NC28207 		  PC HEALTH 3,750
AMERICAN LEGION POST 43 BASEBALL


PO BOX 1646
FORT MILL,SC29716 		  PC VETERANS ORGANIZATION 500
AMERICAN RED CROSS OF NORTHERN SC


200 PIEDMONT BOULEVARD
ROCK HILL,SC29732 		  PC PUBLIC HEALTH 20,000
ANDREW JACKSON HIGH SCHOOL


6925 KERSHAW CAMDEN HIGHWAY
KERSHAW,SC29067 		  PC EDUCATION 180
ARTS COUNCIL ROCK HILL YORK CNTY


PO BOX 2797
ROCK HILL,SC29731 		  PC ARTS AND CULTURE 10,500
BETHEL SHELTERS


1232 CURTIS STREET
ROCK HILL,SC29730 		  PC COMMUNITY WELFARE AND HEALTH 10,000
BOY SCOUTS OF AMERICA


420 SOUTH CHURCH STREET
SPARTANBURG,SC29306 		  PC COMMUNITY WELFARE AND EDUCATION 2,500
CAMP CANAAN


3111 SAND ISLAND ROAD
ROCK HILL,SC29732 		  PC COMMUNITY WELFARE AND HEALTH 20,000
CHATTANOOGA CHRISTIAN SCHOOL


3354 CHARGER DRIVE
CHATTANOOGA,TN37409 		  PC EDUCATION 5,000
CHRISTIAN SERVICES INC


PO BOX 1745
LANCASTER,SC29721 		  PC RELIGIOUS & COMMUNITY WELFARE 400
CHRISTMASVILLE


PO BOX 11706
ROCK HILL,SC29731 		  PC COMMUNITY EVENT 500
CLEMSON UNIVERSITY FOUNDATION


110 DANIEL DRIVE
CLEMSON,SC29631 		  PC EDUCATION 44,302
CLOVER AREA ASSISTANCE CENTER


PO BOX 521
CLOVER,SC29710 		  PC PUBLIC HEALTH 25,000
CLOVER HIGH SCHOOL ATHLETIC


1625 HWY 55 EAST
CLOVER,SC29710 		  PC EDUCATION 1,600
FELLOWSHIP OF CHRISTIAN ATHLETES LA


PO BOX 2768
LANCASTER,SC29720 		  PC RELIGIOUS 10,000
FELLOWSHIP OF CHRISTIAN ATHLETES YO


PO BOX 423
ROCK HILL,SC29731 		  PC RELIGIOUS 15,000
FORT MILL HISTORY MUSEUM


107 CLEBOURNE STREET
FORT MILL,SC29715 		  PC EDUCATION 5,000
FORT MILL SCHOOL DISTRICT


2233 DEERFIELD DRIVE
FORT MILL,SC29716 		  PC EDUCATION 500
GIRLS ON THE RUN TRI COUNTY SC


2431 CHERRY ROAD
ROCK HILL,SC29732 		  PC COMMUNITY WELFARE & ATHLETICS 4,250
HABITAT FOR HUMANITY OF YORK COUNTY


PO BOX 4255
ROCK HILL,SC29731 		  PC COMMUNITY WELFARE 10,000
HARRY HAMPTON MEMORIAL WILDLIFE FUN


PO BOX 4200
ROCK HILL,SC29731 		  PC CONSERVATION 7,500
HEART OF BREVARD


176 EAST MAIN STREET
BREVARD,NC28712 		  PC COMMUNITY WELFARE AND CIVIC 70,000
INDIAN LAND MIDDLE SCHOOL


8063 RIVER ROAD
FORT MILL,SC29707 		  PC EDUCATION 500
JAMES R CLARK SICKLE CELL FOUNDATIO


PO BOX 1296
LANCASTER,SC29720 		  PC HEALTH 1,000
JUNIOR ACHIEVEMENT OF GREATER SC


2711 MIDDLEBURG DRIVE SUITE 301
COLUMBIA,SC29204 		  PC CIVIC EDUCATION 550
JUNIOR WELFARE LEAGUE


PO BOX 3211
ROCK HILL,SC29731 		  PC COMMUNITY WELFARE 500
KATAWBA VALLEY LAND TRUST


PO BOX 11776
LANCASTER,SC29721 		  PC LAND CONSERVATION 10,000
KEYSTONE SUBSTANCE ABUSE SERVICES


PO BOX 4437
ROCK HILL,SC29731 		  PC HEALTH AND WELFARE 10,000
KIWANIS CLUB OF ROCK HILL


PO BOX 3442
ROCK HILL,SC29731 		  PC COMMUNITY WELFARE 750
LANCASTER COUNTY COUNCIL OF THE ART


PO BOX 613
LANCASTER,SC29721 		  PC COMMUNITY ARTS 6,000
LANCASTER COUNTY PARTNERS FOR YOUTH


PO BOX 1023
ROCK HILL,SC29731 		  PC COMMUNITY WELFARE 20,000
LANCASTER COUNTY SCHOOL DISTRICT


300 SOUTH CATAWBA STREET
LANCASTER,SC29720 		  PC EDUCATION 2,500
LEROY SPRINGS AND COMPANY


2201 OLD NATION ROAD
FORT MILL,SC29715 		  PC COMMUNITY WELFARE AND PRESERVATION 20,000
MARCH OF DIMES INC


PO BOX 18819
ATLANTA,GA31126 		  PC HEALTH 1,000
NAMI PIEDMONT TRI-COUNTY


PO BOX 3626
ROCK HILL,SC29731 		  PC HEALTH AND HUMAN WELFARE 5,000
NORTH FIRST BAPTIST CHURCH ACADEMY


405 STAFFORD AVENUE
NORTH,SC29112 		  PC RELIGIOUS & EDUCATION 5,000
NORTHWESTERN HIGH SCHOOL FOOTBALL


2503 WEST MAIN STREET
ROCK HILL,SC29732 		  PC EDUCATION & ATHLETICS 2,500
PALMETTO WOMENS CENTER


8828 LUCAS STREET
ROCK HILL,SC29730 		  PC HEALTH 1,000
PATHWAYS COMMUNITY CENTER


PO BOX 4553
ROCK HILL,SC29731 		  PC COMMUNITY WELFARE 30,000
PILGRIMS INN INC


PO BOX 11328
ROCK HILL,SC29731 		  PC COMMUNITY WELFARE 6,382
PRESBYTERIAN CHURCH IN AMERICA


1700 NORTH BROWN ROAD SUITE 103
LAWRENCEVILLE,GA30043 		  PC RELIGIOUS 25,000
PRESBYTERIAN COLLEGE


503 SOUTH BROAD STREET
ROCK HILL,SC29731 		  PC RELIGIOUS & EDUCATION 1,500
REFORMED THEOLOGICAL SEMINARY


2101 CARMEL ROAD
CHARLOTTE,NC28226 		  PC RELIGIOUS & EDUCATION 25,000
ROCK HILL ALUMNI KAPPA FOUNDATION


PO BOX 12445
ROCK HILL,SC29731 		  PC EDUCATION AND COMMUNITY SERVICE 1,500
ROCK HILL BRANCH NAACP


PO BOX 11406
ROCK HILL,SC29731 		  PC CIVIL RIGHTS 1,500
ROCK HILL ECONOMIC DEVELOPMENT CORP


PO BOX 11706
ROCK HILL,SC29731 		  PC COMMUNITY ENHANCEMENT 50,000
ROCK HILL SCHOOLS EDUCATION FOUNDAT


PO BOX 12286
ROCK HILL,SC29731 		  PC EDUCATION 15,000
ROCK HILL SYMPHONY ORCHESTRA


PO BOX 542
ROCK HILL,SC29731 		  PC MUSIC AND ARTS 10,000
SAINT ANNE CATHOLIC SCHOOL


1698 BIRD STREET
ROCK HILL,SC29730 		  PC RELIGIOUS & EDUCATION 3,500
SETHS GIVING TREE


3344 GREYSTONE DRIVE
LANCASTER,SC29720 		  PC RELIGION & COMMUNITY WELFARE 1,250
THE CITADEL FOUNDATION


171 MOULTRIE STREET
CHARLESTON,SC29409 		  PC EDUCATION 7,319
THE HAVEN MENS SHELTER


PO BOX 4017
ROCK HILL,SC29731 		  PC COMMUNITY WELFARE 10,000
THE HEART2HEART FOUNDATION


PO BOX 2991
ROCK HILL,SC29731 		  PC HEALTH 2,500
THE PISGAH CONSERVANCY


159 WEST MAIN STREET UNIT 2138
BREVARD,NC28712 		  PC LAND CONSERVATION 1,000
TRANSYLVANIA CHRISTIAN MINISTRY


PO BOX 958
BREVARD,NC28712 		  PC COMMUNITY WELFARE 910
TRANSYLVANIA CNTY SCHOOLS EDUCATION


225 ROSENWALD LANE
BREVARD,NC28712 		  PC EDUCATION 250
UNITED WAY OF LANCASTER COUNTY


109 SOUTH WYLIE STREET
LANCASTER,SC29720 		  PC COMMUNITY WELFARE 2,390
UNITED WAY OF YORK COUNTY


PO BOX 925
ROCK HILL,SC29731 		  PC COMMUNITY WELFARE 33,065
UPPER PALMETTO YMCA


151 SOUTH OAKLAND AVENUE
ROCK HILL,SC29730 		  PC COMMUNITY WELFARE AND HEALTH 35,000
WESTMINSTER CATAWBA CHRISTIAN SCHOO


2650 INDIA HOOK ROAD
ROCK HILL,SC29732 		  PC RELIGIOUS AND EDUCATION 15,500
WINTHROP UNIVERSITY


302 TILLMAN HALL
ROCK HILL,SC29733 		  PC EDUCATION 25,000
WINTHROP UNIVERSITY FOUNDATION


302 TILLMAN HALL
ROCK HILL,SC29733 		  PC EDUCATION 50,860
WOMENS ENRICHMENT CENTER


PO BOX 1377
LANCASTER,SC29721 		  PC COMMUNITY WELFARE 10,000
YORK COMPREHENSIVE HIGH SCHOOL ATHL


275 EAST ALEXANDER LOVE HIGHWAY
YORK,SC29745 		  PC EDCUATION AND ATHLETICS 2,000
YORK COUNTY DISABILITIES FOUNDATION


PO BOX 549
YORK,SC29745 		  PC HEALTH AND COMMUNITY WELFARE 10,000
YORK SCHOOL DISTRICT ONE


1475 EAST LIBERTY STREET
YORK,SC29745 		  PC EDUCATION 10,000
AMERICAN LEGION POST 31


823 SOUTH MAIN STREET
LANCASTER,SC29720 		  PC VETERANS ORGANIZATION 1,500
AREA ELEVEN SPECIAL OLYMPICS


2438 SHILAND DRIVE
ROCK HILL,SC29732 		  PC COMMUNITY WELFARE & ATHLETICS 300
CAROLINA THREAD TRAIL


2400 PARK ROAD SUITE 1
CHARLOTTE,NC28203 		  PC COMMUNITY ENHANCEMENT 50,000
CAROLINAS CHILI CHAMPIONSHIP


7164 BROOKSTONE LANE
FORT MILL,SC29707 		  PC COMMUNITY EVENT 2,500
CASTLE HEIGHTS MIDDLE SCHOOL


2382 FIRETOWER ROAD
ROCK HILL,SC29730 		  PC EDUCATION 1,000
CATAWBA RIDGE HIGH SCHOOL ATHLETICS


1180 FORT MILL PKWY
FORT MILL,SC29715 		  PC EDUCATION & ATHLETICS 2,500
CENTERVILLE ELEMENTARY SCHOOL


4147 AUGUSTA HWY
GILBERT,SC29054 		  PC EDUCATION 250
CHILDRENS ATTENTION HOME


PO BOX 2912
ROCK HILL,SC29731 		  PC COMMUNITY WELFARE 15,000
CHRIST CHURCH EPISCOPAL SCHOOL


245 CAVALIER DRIVE
GREENVILLE,SC29607 		  PC EDUCATION & RELIGIOUS 2,000
CLOVER LEADERS FOR EDUCATION


604 BETHEL STREET
CLOVER,SC29710 		  PC EDUCATION 1,000
COVENANT COLLEGE


14049 SCENIC HWY
LOOKOUT MOUNTAIN,GA30750 		  PC EDUCATION 1,978
CRIME STOPPERS OF YORK COUNTY


PO BOX 12302
ROCK HILL,SC29731 		  PC COMMUNITY WELFARE 3,000
CYSTIC FIBROSIS FOUNDATION


616 PATRIOTIC POINTE LANE
TEGA CAY,SC29708 		  PC HEALTH 100
EARLY LEARNING PARTNERSHIP YORK COU


WITHERS BLDG WINTHROP UNIVERSITY
ROCK HILL,SC29733 		  PC EDUCATION 5,000
ETV ENDOWMENT OF SOUTH CAROLINA


401 EAST KENNEDY STREET SUITE B-1
SPARTANBURG,SC29302 		  PC EDUCATION 10,000
FAMILY PROMISE OF YORK COUNTY


404 EAST MAIN STREET
ROCK HILL,SC29730 		  PC COMMUNITY WELFARE 1,500
FIRST PRESBYTERIAN ACADEMY


829 GARLINGTON ROAD
GREENVILLE,SC29615 		  PC EDUCATION & RELIGIOUS 14,891
FORT MILL SCHOOL DISTRICT ATHLETICS


PO BOX 1114
FORT MILL,SC29716 		  PC EDUCATION & ATHLETICS 4,000
FORT MILL ROTARY CLUB FOUNDATION


PO BOX 342
FORT MILL,SC29716 		  PC COMMUNITY WELFARE 5,000
GILBERT COMMUNITY CLUB


PO BOX 62
GILBERT,SC29054 		  PC COMMUNITY WELFARE 2,500
GOVERNORS SCHOOL FOR THE ARTS


PO BOX 8458
GREENVILLE,SC29604 		  PC EDUCATION 5,000
GRAVITY CENTER FOUNDATION


153 SOUTH OAKLAND AVENUE
ROCK HILL,SC29730 		  PC COMMUNITY WELFARE 25,000
HOME BUILDERS ASSOC YORK CNTY


1062 OAKLAND AVENUE
ROCK HILL,SC29732 		  PC COMMUNITY ENHANCEMENT 1,940
HOPE INC


PO BOX 774
ROCK HILL,SC29731 		  PC COMMUNITY WELFARE 10,000
HUB CITY HOG FEST INC


PO BOX 1290
SPARTANBURG,SC29304 		  PC COMMUNITY WELFARE 250
HUNGRY HEROES


PO BOX 773
ROCK HILL,SC29731 		  PC COMMUNITY WELFARE 15,000
INDIAN LAND ATHLETIC BOOSTER CLUB


6100 LANCASTER HIGHWAY
LANCASTER,SC29720 		  PC EDUCATION & ATHLETICS 600
KERSHAW AREA RESOURCE EXCHANGE


PO BOX 364
KERSHAW,SC29067 		  PC COMMUNITY WELFARE 2,500
KERSHAW AREA MUSIC SUPPORTERS


PO BOX 224
KERSHAW,SC29067 		  PC ARTS AND CULTURE 500
LANCASTER CHILDRENS HOME


PO BOX 416
LANCASTER,SC29721 		  PC COMMUNITY WELFARE 15,000
LANCASTER COUNTY CHAMBER


PO BOX 430
LANCASTER,SC29721 		  PC COMMUNITY ENHANCEMENT 25,000
LANCASTER SOCIETY HISTORICAL PRESER


1859 CRAIG FARM ROAD
LANCASTER,SC29720 		  PC HISTORICAL PRESERVATION 25,000
LANCASTER COUNTY COUNCIL ON AGING


PO BOX 1296
Lancaster,SC29720 		  PC COMMUNITY WELFARE 2,500
LANCASTER HIGH SCHOOL


325 WOODLAND DRIVE
Lancaster,SC29720 		  PC EDUCATION 500
LIFE BUILDERS ESL MINISTRY


PO BOX 36817
ROCK HILL,SC29731 		  PC EDUCATION 1,500
MATT BLACKWELL FOUNDATION


PO BOX 188
LANCASTER,SC29721 		  PC COMMUNITY WELFARE AND EDUCATION 300
MEDICAL UNIV OF SC - LANCASTER


18 BEE STREET MSC450
Charleston,SC29425 		  PC HEALTH 25,000
NATION FORD LAND TRUST


PO BOX 1273
Fort Mill,SC29716 		  PC LAND PRESERVATION 500
NATIONAL FIRE SAFETY COUNCIL


PO BOX 378
Michigan Center,MI49254 		  PC EDUCATION ON FIRE SAFETY 400
OUR UPSTATE SOUTH CAROLINA


150 EXECUTIVE CENTER DR SUITE 103
Greenville,SC29615 		  PC ECONOMIC GROWTH AND COMMUNITY WELFARE 1,000
PIEDMONT MUSIC THERAPY


224 WESTINGHOUSE BLVD
Charlotte,NC28273 		  PC MUSIC AND ARTS 5,000
SC PELION PEANUT PARTY


PO BOX 386
Pelion,SC29123 		  PC COMMUNITY EVENT 1,500
SHERIFFS FOUNDATION OF YORK COUNTY


1675 2A YORK HWY
York,SC29745 		  PC COMMUNITY WELFARE 600
SOUTH CAROLINA WILDLIFE FEDERATION


1519 RICHLAND STREET
COLUMBIA,SC29201 		  PC ANIMAL CONSERVATION 20,000
TEGA CAY POLICE DEPT CAMP CADET


7705 TEGA CAY DRIVE
FORT MILL,SC29708 		  PC COMMUNITY WELFARE 800
EDUCATIONAL FOUNDATON USC LANCASTER


PO BOX 889
Lancaster,SC29721 		  PC EDUCATION 10,000
THE FORT MILL COMMUNITY PLAYHOUSE


PO BOX 354
Fort Mill,SC29716 		  PC PERFORMING ARTS 1,500
THE LIFE HOUSE WOMENS SHELTER


314 NORTH WILSON STREET
Rock Hill,SC29730 		  PC COMMUNITY WELFARE 25,000
TRANSYLVANIA HABITAT FOR HUMANITY


692 ECUSTA ROAD
Brevard,NC28712 		  PC COMMUNITY WELFARE 11,000
WORTHY BOYS GIRLS CAMP


PO BOX 63039
Charlotte,NC28263 		  PC COMMUNITY WELFARE 1,000
YORK COUNTY ADULT DAY CARE SERVICES


359 PARK AVENUE
Rock Hill,SC29730 		  PC COMMUNITY WELFARE 2,500
YORK COUNTY COUNCIL ON AGING


PO BOX 11519
Rock Hill,SC29731 		  PC COMMUNITY WELFARE 250
YORK PREPARATORY ACADEMY


PO BOX 4018
Rock Hill,SC29731 		  PC EDUCATION 10,000
YORK TECHNICAL COLLEGE FOUNDATION


452 SOUTH ANDERSON ROAD
ROCK HILL,SC29730 		  PC EDUCATION 22,399
Total .................................right arrow 3a 1,136,016
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 ....     14 885,325  
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 ............ 		    18 555,391  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a   		    18 221  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,440,937  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,440,937
(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
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Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpBondsSchedule
Name:
COMPORIUM FOUNDATION INC
EIN:
57-0792719
Name of Bond End of Year Book Value End of Year Fair Market Value
NFP/SCHWAB BOND MUTUAL FUNDS 9,339,355 9,024,261

TY 2024 InvestmentsCorpStockSchedule
Name:
COMPORIUM FOUNDATION INC
EIN:
57-0792719
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK 10,464,411 14,097,455

TY 2024 OtherDecreasesSchedule
Name:
COMPORIUM FOUNDATION INC
EIN:
57-0792719
Description Amount
INCOME PER RETURN OVER BOOK 1,541


TY 2024 OtherExpensesSchedule
Name:
COMPORIUM FOUNDATION INC
EIN:
57-0792719
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES & CHECKS 0 0 0 0
POSTAGE 73 73 0 0


TY 2024 OtherIncomeSchedule2
Name:
COMPORIUM FOUNDATION INC
EIN:
57-0792719
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
STOCK LITIGATION SETTLEMENT 221 221 0


TY 2024 OtherIncreasesSchedule
Name:
COMPORIUM FOUNDATION INC
EIN:
57-0792719
Description Amount
NON DIVIDEND DISTRIBUTIONS 5,649


TY 2024 OtherProfessionalFeesSchedule
Name:
COMPORIUM FOUNDATION INC
EIN:
57-0792719
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES - AFS 58,287 58,287 0 0


TY 2024 TaxesSchedule
Name:
COMPORIUM FOUNDATION INC
EIN:
57-0792719
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 9,729 9,729 0 0
OP EXCISE TAX APPD TO CY 0 0 0 0
ESTIMATED PAYMENT MADE 40,000 40,000 0 0
PRIOR YEAR BALANCE DUE 10,264 10,264 0 0
TAX DUE PER NOTICE 202 202 0 0