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
TA THOMAS AUSTIN FINCH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)100 FEDERAL ST 37TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02110
A Employer identification number

56-6037907
B Telephone number (see instructions)

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$14,016,481J 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... 267,017 251,129  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 735,330
b Gross sales price for all assets on line 6a 1,753,524
7 Capital gain net income (from Part IV, line 2)... 735,330
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,002,347 986,459  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,093 30,070   10,023
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,497 3,373 0 1,124
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
21,447 2,575   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,154 663   12,154
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 78,191 36,681 0 23,301
25 Contributions, gifts, grants paid....... 582,882 582,882
26 Total expenses and disbursements. Add lines 24 and 25 661,073 36,681 0 606,183
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 341,274
b Net investment income (if negative, enter -0-) 949,778
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............. 7,014 8,625 8,625
2 Savings and temporary cash investments......... 851,671 674,583 674,583
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 285,251    
b Investments—corporate stock (attach schedule)....... 3,071,988 Click to see attachment
List of Attached Documents:
// Content
3,054,453 		6,134,133
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)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
4,400,057 		Click to see attachment
List of Attached Documents:
// Content
5,303,822 		Click to see attachment
List of Attached Documents:
// Content
7,199,140
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,615,981 9,041,483 14,016,481
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 8,615,981 9,041,483
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 8,615,981 9,041,483
30 Total liabilities and net assets/fund balances (see instructions). 8,615,981 9,041,483
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
8,615,981
2
Enter amount from Part I, line 27a .....................
2
341,274
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
99,109
4
Add lines 1, 2, and 3 ..........................
4
9,056,364
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
14,881
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,041,483
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 31. COSTCO WHOLESALE CORPORATION     2024-01-11
b 22. PROLOGIS INC COM     2024-01-11
c 7. PROLOGIS INC COM   2022-12-12 2024-01-11
d 63. PROLOGIS INC COM     2024-01-11
e .438 ARCADIUM LITHIUM PLC   2019-03-21 2024-01-12
24. CROWDSTRIKE HOLDINGS INC - A     2024-01-17
19. ANSYS INC     2024-01-29
13. MSCI INC   2017-01-30 2024-01-29
89. ABBOTT LABORATORIES COM     2024-01-30
17. ADOBE SYSTEMS INC   2017-03-06 2024-01-30
301. ALPHABET INC-CL C   2015-01-27 2024-01-30
250. AMAZON.COM   2015-01-27 2024-01-30
45. AMERICAN TOWER CORPORATION   2024-01-11 2024-01-30
50. ANALOG DEVICES INC   2018-10-16 2024-01-30
133. APPLE INC COM   2013-07-30 2024-01-30
198. ASTRAZENECA PLC-SPONS ADR   2020-09-21 2024-01-30
20. AUTOMATIC DATA PROCESSING, INC.   2013-08-21 2024-01-30
8. BLACKROCK INC     2024-01-30
84. BLACKSTONE INC     2024-01-30
35. CME GROUP INC   2023-10-10 2024-01-30
14. CHENIERE ENERGY INC   2023-05-23 2024-01-30
43. CHEVRON TEXACO CORP   2018-08-27 2024-01-30
224. CISCO SYSTEMS INC     2024-01-30
72. CONOCOPHILLIPS   2022-03-18 2024-01-30
6. COSTCO WHOLESALE CORPORATION   2021-03-10 2024-01-30
55. DANAHER CORP COM     2024-01-30
71. WALT DISNEY COMPANY   2023-04-21 2024-01-30
14. WALT DISNEY COMPANY   2021-11-04 2024-01-30
78. EDWARDS LIFESCIENCES CORP   2023-12-08 2024-01-30
71. FIDELITY NATIONAL INFO SERV     2024-01-30
67. FISERV INC   2015-01-27 2024-01-30
45. HOME DEPOT INC.     2024-01-30
68. HONEYWELL INTL INC     2024-01-30
79. INTERCONTINENTAL EXCHANGE IN   2017-10-31 2024-01-30
37. IQVIA HOLDINGS INC   2022-04-01 2024-01-30
55. J.P. MORGAN CHASE & CO.   2013-07-30 2024-01-30
83.496 JH SMALL CAP CORE-I   2023-12-19 2024-01-30
12132.651 JH SMALL CAP CORE-I     2024-01-30
18. MARTIN MARIETTA MATERIALS     2024-01-30
22. MC DONALDS CORP   2023-11-20 2024-01-30
149. MICROSOFT CORP   2015-01-27 2024-01-30
96. MONDELEZ INTERNATIONAL INC-A     2024-01-30
197. NEXTERA ENERGY INC     2024-01-30
35. NVIDIA CORP   2024-01-11 2024-01-30
100. OTIS WORLDWIDE CORP     2024-01-30
42. PNC BANK CORP.   2020-11-16 2024-01-30
55. PEPSICO INC.   2015-01-27 2024-01-30
52. PIONEER NATURAL RESOURCES CO   2016-11-03 2024-01-30
36. PROLOGIS INC COM   2022-09-30 2024-01-30
56. QUALCOMM INC     2024-01-30
95. RTX CORP     2024-01-30
22. ROPER TECHNOLOGIES INC     2024-01-30
30. S&P GLOBAL INC   2020-12-04 2024-01-30
50. SALESFORCE INC     2024-01-30
19. STRYKER CORP     2024-01-30
75. TJX COMPANIES INC. NEW     2024-01-30
61. T-MOBILE US INC     2024-01-30
18. THERMO ELECTRON CORP COM   2015-07-14 2024-01-30
165. US BANCORP NEW     2024-01-30
8. ULTA BEAUTY INC   2024-01-11 2024-01-30
47. UNION PACIFIC CORP     2024-01-30
39. UNITEDHEALTH GROUP INC     2024-01-30
19. VERALTO CORP     2024-01-30
92. VICI PROPERTIES INC     2024-01-30
95. VISA INC-CLASS A SHARES     2024-01-30
34. WEC ENERGY GROUP INC     2024-01-30
27. ZOETIS INC   2018-12-18 2024-01-30
28. LINDE PLC     2024-01-30
64. TE CONNECTIVITY LTD REG SHS     2024-01-30
36. HOME DEPOT INC.     2024-02-08
4. HOME DEPOT INC.   2013-11-12 2024-02-08
20. ROPER TECHNOLOGIES INC     2024-02-08
6. ROPER TECHNOLOGIES INC   2020-04-16 2024-02-08
7. CROWN HOLDINGS INC   2018-09-14 2024-02-13
157. CROWN HOLDINGS INC     2024-02-13
6. CROWN HOLDINGS INC   2013-08-26 2024-02-13
26. INTERCONTINENTAL HOTELS-ADR   2018-05-25 2024-02-13
246. SYSMEX CORP-UNSPON ADR     2024-02-13
105. COMPASS GROUP PLC-SPON ADR     2024-02-20
38. INTERCONTINENTAL HOTELS-ADR   2018-05-25 2024-02-20
2. MERCADOLIBRE INC   2022-01-12 2024-02-20
16. CHUBB LTD     2024-02-20
30. S&P GLOBAL INC   2020-12-04 2024-02-27
44. VISA INC-CLASS A SHARES     2024-02-27
99. NIDEC CORPORATION-SPON ADR   2023-04-13 2024-03-07
447. NIDEC CORPORATION-SPON ADR     2024-03-07
25. SANDOZ GROUP AG     2024-03-07
29. COSTCO WHOLESALE CORPORATION   2021-03-10 2024-03-08
15. KLA CORP   2019-10-11 2024-03-15
25. FLOOR & DECOR HOLDINGS INC-A   2021-05-12 2024-03-18
33. SBA COMMUNICATIONS CORP     2024-03-18
1. MARTIN MARIETTA MATERIALS   2021-05-26 2024-04-17
5. MARTIN MARIETTA MATERIALS   2021-05-26 2024-04-17
22. VERALTO CORP   2013-07-30 2024-04-17
8. VERALTO CORP   2013-07-30 2024-04-17
2. VERALTO CORP   2013-07-30 2024-04-17
10. MARTIN MARIETTA MATERIALS   2021-05-26 2024-04-18
32. VERALTO CORP     2024-04-18
32. VERALTO CORP   2013-08-21 2024-04-18
1. CHIPOTLE MEXICAN GRILL INC   2021-06-04 2024-04-22
93. ON SEMICONDUCTOR   2023-02-10 2024-04-22
26. LINDE PLC     2024-04-26
44. HONEYWELL INTL INC   2017-06-20 2024-05-10
23. HONEYWELL INTL INC   2017-06-20 2024-05-10
1. HONEYWELL INTL INC   2017-06-20 2024-05-10
14. NEXTERA ENERGY INC   2021-05-17 2024-05-10
32. NEXTERA ENERGY INC   2021-05-17 2024-05-10
11. NEXTERA ENERGY INC   2021-05-17 2024-05-10
17. NEXTERA ENERGY INC   2021-05-17 2024-05-10
47. NEXTERA ENERGY INC   2021-05-17 2024-05-10
19. NEXTERA ENERGY INC   2021-05-17 2024-05-10
45. NEXTERA ENERGY INC   2021-05-17 2024-05-10
50. ANALOG DEVICES INC     2024-05-14
7. ANALOG DEVICES INC   2018-10-17 2024-05-14
14. ANALOG DEVICES INC     2024-05-14
.9648 EXXON MOBIL CORP   2016-11-03 2024-05-14
22. ANALOG DEVICES INC   2018-10-16 2024-05-15
.7 DBS GROUP HLDGS LTDSPONSD ADR   2022-10-28 2024-05-16
64. CROWDSTRIKE HOLDINGS INC - A   2023-04-12 2024-06-10
56. SPROUTS FARMERS MARKET INC     2024-06-10
75. DANAHER CORP COM   2013-07-30 2024-06-11
78. T-MOBILE US INC     2024-06-11
76. AGILENT TECHNOLOGIES INC     2024-06-18
155. AMPHENOL CORP-CL A     2024-06-20
11. CROWDSTRIKE HOLDINGS INC - A   2023-04-12 2024-06-24
11. KLA CORP   2019-10-11 2024-06-24
48. MICROCHIP TECHNOLOGY INC   2013-08-26 2024-06-24
62. AVANTOR INC   2020-07-15 2024-06-25
59. AVANTOR INC   2020-07-15 2024-06-25
31. AVANTOR INC   2020-07-15 2024-06-25
46. ICON PLC     2024-06-25
12. CINTAS CORP     2024-06-26
106. COPART INC COM   2023-05-30 2024-06-26
.3 AIR LIQUIDE-UNSPONSORED ADR   2022-05-13 2024-07-09
8. CADENCE DESIGN SYS INC     2024-07-10
9. CINTAS CORP     2024-07-10
11. CROWDSTRIKE HOLDINGS INC - A   2023-06-28 2024-07-10
570. RECKITT BENCKISER-SPON ADR   2023-08-21 2024-07-16
32. TOYOTA MOTOR CORP ADR     2024-07-16
231. YUM CHINA HOLDINGS INC     2024-07-16
11. CROWDSTRIKE HOLDINGS INC - A   2023-06-28 2024-07-18
4. CROWDSTRIKE HOLDINGS INC - A   2023-06-28 2024-07-18
44. FIVE BELOW     2024-07-18
42. FIVE BELOW   2020-07-13 2024-07-18
19. CROWDSTRIKE HOLDINGS INC - A     2024-07-22
74. LAMB WESTON HOLDINGS INC     2024-07-29
43. S&P GLOBAL INC   2020-12-04 2024-08-07
46. T-MOBILE US INC   2018-05-14 2024-08-07
111. EDWARDS LIFESCIENCES CORP   2016-01-20 2024-08-28
103. ST MICROELECTRONICS N V SHS ADR   2024-02-20 2024-08-28
27. ST MICROELECTRONICS N V SHS ADR   2024-02-20 2024-08-28
34. HUMANA INC     2024-09-13
119. PINTEREST INC- CLASS A     2024-09-13
41. NEXTERA ENERGY INC   2021-05-17 2024-09-20
206. NEXTERA ENERGY INC     2024-09-20
62. ULTA BEAUTY INC     2024-09-20
37. BAE SYS PLC SPONS ADR   2022-05-13 2024-09-24
1. MERCADOLIBRE INC   2022-01-12 2024-09-24
51. HOME DEPOT INC.     2024-10-11
33. PROCORE TECHNOLOGIES INC   2024-07-22 2024-10-15
44. PROCORE TECHNOLOGIES INC     2024-10-15
11. ULTA BEAUTY INC   2022-04-29 2024-10-15
80. DEXCOM INC     2024-10-16
52. ENTEGRIS INC     2024-10-16
54. T-MOBILE US INC     2024-10-22
60. CHARLES RIVER LABORATORIES     2024-10-29
12. CHARLES RIVER LABORATORIES   2020-06-25 2024-10-29
2. EDWARDS LIFESCIENCES CORP   2023-12-08 2024-11-01
23. EDWARDS LIFESCIENCES CORP   2023-12-08 2024-11-01
92. EDWARDS LIFESCIENCES CORP     2024-11-01
137. EDWARDS LIFESCIENCES CORP     2024-11-04
166. EDWARDS LIFESCIENCES CORP     2024-11-05
55. MAGNERA CORP     2024-11-07
111. HONEYWELL INTL INC     2024-11-13
81. ARCADIUM LITHIUM PLC     2024-11-13
547. ARCADIUM LITHIUM PLC     2024-11-13
269. ARCADIUM LITHIUM PLC     2024-11-13
118. APTIV PLC     2024-11-13
.261 MAGNERA CORP   2013-08-26 2024-11-14
834. VESTAS WIND SYSTEMS-UNSP ADR     2024-11-22
152. EDENRED SA-UNSP ADR     2024-11-25
44. TOKIO MARINE HOLDINGS-ADR   2022-05-13 2024-11-25
300. EDENRED SA-UNSP ADR     2024-11-26
29. SHISEIDO LTD-SPONSORED ADR   2024-02-22 2024-12-05
71. SHISEIDO LTD-SPONSORED ADR   2024-02-22 2024-12-06
171. SHISEIDO LTD-SPONSORED ADR   2023-04-13 2024-12-06
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 20,857   10,098 10,759
b 2,884   2,614 270
c 921   823 98
d 8,258   7,351 907
e 3   2 1
6,600   3,657 2,943
6,312   1,643 4,669
7,094   1,081 6,013
10,086   8,812 1,274
10,658   2,042 8,616
46,181   7,820 38,361
39,730   3,803 35,927
8,871   9,320 -449
9,680   4,282 5,398
25,010   2,161 22,849
13,305   10,991 2,314
4,764   1,264 3,500
6,255   2,615 3,640
10,659   3,860 6,799
7,207   7,602 -395
2,334   2,030 304
6,451   5,161 1,290
11,668   6,577 5,091
8,189   7,142 1,047
4,206   1,948 2,258
13,406   9,969 3,437
6,912   7,014 -102
1,363   2,372 -1,009
5,759   5,391 368
4,461   4,976 -515
9,639   2,452 7,187
16,136   12,575 3,561
13,912   9,325 4,587
10,208   5,217 4,991
8,059   8,844 -785
9,690   3,045 6,645
1,300   1,302 -2
188,905   176,621 12,284
9,348   6,588 2,760
6,471   6,114 357
60,789   6,316 54,473
7,338   5,691 1,647
11,678   14,409 -2,731
22,042   19,206 2,836
8,981   6,311 2,670
6,477   5,280 1,197
9,317   5,271 4,046
12,143   8,891 3,252
4,575   3,697 878
8,176   3,227 4,949
8,637   6,676 1,961
12,357   9,360 2,997
13,638   10,138 3,500
14,428   11,322 3,106
6,011   4,160 1,851
7,249   3,655 3,594
9,878   3,516 6,362
10,227   2,458 7,769
7,153   7,785 -632
4,069   3,862 207
11,593   5,049 6,544
19,643   7,526 12,117
1,486   1,353 133
2,787   2,889 -102
26,388   9,059 17,329
2,741   3,057 -316
5,171   2,303 2,868
11,463   7,100 4,363
9,333   8,699 634
13,070   7,379 5,691
1,458   305 1,153
10,853   7,036 3,817
3,253   1,880 1,373
516   322 194
11,519   7,130 4,389
442   271 171
2,475   1,797 678
6,605   10,395 -3,790
2,922   2,353 569
4,020   2,626 1,394
3,480   2,344 1,136
4,030   3,237 793
12,824   10,138 2,686
12,413   3,479 8,934
932   1,264 -332
4,208   8,265 -4,057
803   493 310
21,183   9,413 11,770
10,278   2,419 7,859
2,969   2,579 390
7,071   2,727 4,344
593   365 228
2,963   1,824 1,139
1,999   396 1,603
724   144 580
182   36 146
5,912   3,647 2,265
2,879   572 2,307
2,870   569 2,301
2,892   1,329 1,563
5,645   7,757 -2,112
11,517   4,250 7,267
8,872   5,712 3,160
4,634   2,986 1,648
202   130 72
1,038   1,012 26
2,371   2,313 58
811   795 16
1,259   1,229 30
3,469   3,397 72
1,402   1,373 29
3,340   3,252 88
10,573   4,279 6,294
1,481   599 882
2,953   1,197 1,756
114   71 43
4,699   1,880 2,819
72   62 10
24,402   8,689 15,713
4,224   1,296 2,928
19,728   3,405 16,323
14,015   4,416 9,599
10,156   8,454 1,702
10,676   3,011 7,665
4,180   1,493 2,687
8,793   1,774 7,019
4,291   844 3,447
1,368   1,171 197
1,309   1,114 195
688   585 103
14,401   10,565 3,836
8,465   5,236 3,229
5,794   4,690 1,104
11   8 3
2,549   677 1,872
6,412   2,327 4,085
4,077   1,592 2,485
6,333   8,197 -1,864
6,596   6,577 19
7,207   9,038 -1,831
3,741   1,592 2,149
1,385   579 806
3,218   6,402 -3,184
3,122   4,270 -1,148
5,057   2,723 2,334
4,132   7,287 -3,155
20,623   14,531 6,092
8,784   2,602 6,182
7,622   2,739 4,883
3,183   4,562 -1,379
843   1,196 -353
10,961   4,143 6,818
3,428   5,000 -1,572
3,414   2,963 451
17,153   13,040 4,113
24,993   29,040 -4,047
2,510   1,359 1,151
2,117   1,172 945
20,949   3,884 17,065
2,078   2,293 -215
2,769   3,056 -287
4,108   4,434 -326
5,515   8,804 -3,289
5,348   6,849 -1,501
11,874   3,053 8,821
11,007   10,722 285
2,199   2,060 139
136   138 -2
1,558   1,590 -32
6,227   6,328 -101
9,117   9,174 -57
11,027   11,091 -64
1,030   419 611
25,955   13,701 12,254
428   439 -11
2,892   2,785 107
1,412   868 544
6,614   7,236 -622
5   2 3
3,781   5,038 -1,257
2,389   4,583 -2,194
1,645   783 862
4,713   8,529 -3,816
524   806 -282
1,290   1,973 -683
3,107   8,375 -5,268
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
      174,017
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      174,017
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      174,017
      174,017
      174,017
      174,017
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       10,759
b       270
c       98
d       907
e       1
      2,943
      4,669
      6,013
      1,274
      8,616
      38,361
      35,927
      -449
      5,398
      22,849
      2,314
      3,500
      3,640
      6,799
      -395
      304
      1,290
      5,091
      1,047
      2,258
      3,437
      -102
      -1,009
      368
      -515
      7,187
      3,561
      4,587
      4,991
      -785
      6,645
      -2
      12,284
      2,760
      357
      54,473
      1,647
      -2,731
      2,836
      2,670
      1,197
      4,046
      3,252
      878
      4,949
      1,961
      2,997
      3,500
      3,106
      1,851
      3,594
      6,362
      7,769
      -632
      207
      6,544
      12,117
      133
      -102
      17,329
      -316
      2,868
      4,363
      634
      5,691
      1,153
      3,817
      1,373
      194
      4,389
      171
      678
      -3,790
      569
      1,394
      1,136
      793
      2,686
      8,934
      -332
      -4,057
      310
      11,770
      7,859
      390
      4,344
      228
      1,139
      1,603
      580
      146
      2,265
      2,307
      2,301
      1,563
      -2,112
      7,267
      3,160
      1,648
      72
      26
      58
      16
      30
      72
      29
      88
      6,294
      882
      1,756
      43
      2,819
      10
      15,713
      2,928
      16,323
      9,599
      1,702
      7,665
      2,687
      7,019
      3,447
      197
      195
      103
      3,836
      3,229
      1,104
      3
      1,872
      4,085
      2,485
      -1,864
      19
      -1,831
      2,149
      806
      -3,184
      -1,148
      2,334
      -3,155
      6,092
      6,182
      4,883
      -1,379
      -353
      6,818
      -1,572
      451
      4,113
      -4,047
      1,151
      945
      17,065
      -215
      -287
      -326
      -3,289
      -1,501
      8,821
      285
      139
      -2
      -32
      -101
      -57
      -64
      611
      12,254
      -11
      107
      544
      -622
      3
      -1,257
      -2,194
      862
      -3,816
      -282
      -683
      -5,268
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 735,330
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 13,202
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 13,202
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 13,202
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 13,202
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 102 7 13,202
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNC
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowCIBC National Trust Company Telephone no.right arrow (404) 881-3416

Located atright arrow1555 PEACHTREE STREET SUITE 1100ATLANTAGA ZIP+4right arrow30309
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(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
 
No
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
CIBC National Trust Company N A Trustee
2 		40,093    
1555 Peachtree Street Suite 1100
Atlanta,GA30309
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
12,101,800
b
Average of monthly cash balances.......................
1b
811,308
c
Fair market value of all other assets (see instructions)................
1c
860,048
d
Total (add lines 1a, b, and c).........................
1d
13,773,156
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
13,773,156
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
206,597
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,566,559
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
678,328
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
678,328
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
13,202
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,202
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
665,126
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
665,126
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
665,126
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
606,183
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
606,183
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 7 665,126
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 604,985
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 606,183
a Applied to 2023, but not more than line 2a 604,985
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..... 1,198
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		663,928
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CIBC National Trust Company
1555 Peachtree Street Suite 1100
Atlanta,GA30309
(404) 881-3405
bThe form in which applications should be submitted and information and materials they should include:
Proposal Letter and Supporting Documents
cAny submission deadlines:
Request must be postmarked by August 15
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Grants are made only to public charities within the corporate city limits of Thomasville, NC
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

MEMORIAL UNITED METHODIST CHURCH

101 RANDOLPH STREET
THOMASVILLE,NC27360 		NONE PC TO BENEFIT HOMELESS 55,000

THOMASVILLE COMMUNITY MINISTRY INC
D/B/A COOPERATIVE COMMUNITY MINISTR
PO BOX 1841
THOMASVILLE,NC27361 		NONE PC GENERAL SUPPORT 96,000

TOM A FINCH YMCA

1010 MENDENHALL ST
THOMASVILLE,NC27360 		NONE PC GENERAL SUPPORT 16,392

WOODBERRY FOREST SCHOOL

10 WOODBERRY STATION
WOODBERRY FOREST,VA22989 		NONE PC SCHOLARSHIP 50,000

UNIVERSITY OF NC AT CHAPEL HILL
University Cashier Suite 2215 SASB N
450 RIDGE RD CB 1400
CHAPEL HILL,NC275991400 		NONE PC SCHOLARSHIP 45,000

FAMILY SERVICES OF DAVIDSON COUNTY

1309 GREENSBORO STREET EXT
Lexington,NC27295 		NONE PC GENERAL SUPPORT 7,500

NOVANT HEALTH THOMASVILLE MEDICAL
ATTN PAYTON WILLIAMS
207 OLD LEXINGTON ROAD
THOMASVILLE,NC27360 		NONE PC GENERAL SUPPORT 87,000

Johnson & Wales University

PO BOX 5956
Providence,RI02903 		NONE PC GENERAL SUPPORT 9,000

UNC G

PO BOX 26170
Greensboro,SC27402 		NONE PC GENERAL SUPPORT 9,000

The University of Tennessee

1331 CIRCLE PARK DRIVE211 STUDENT
Knoxville,TN379960225 		NONE PC GENERAL SUPPORT 9,000

Thomasville Hospital Foundation

207 OLD LEXINGTON RD
Thomasville,NC27360 		NONE PC GENERAL SUPPORT 25,000

Family Service of the Piedmont

902 BONNER DRIVE
Jamestown,NC27282 		NONE PC GENERAL SUPPORT 7,500

APPALACHIAN STATE UNIVERSITY

287 RIVERS STREET
BOONE,NC28608 		NONE PC SCHOLARSHIP 9,000

HOSPICE OF THE PIEDMONT INC

1801 WESTCHESTER DR
HIGH POINT,NC27262 		NONE PC TO BENEFIT CITIZENS OF 2,500

HIGH POINT UNIVERSITY
OFFICE OF STUDENT ACCOUNTS
ONE UNIVERSITY PARKWAY DRAWER 47
HIGH POINT,NC27262 		NONE PC SCHOLARSHIP 9,000

WAKE FOREST UNIVERSITY
OFFICE OF STUDENT FINANCIAL AID
PO BOX 7246
WINSTONSALEM,NC271097246 		NONE PC SCHOLARSHIP 9,000

WESTCHESTER COUNTRY DAY SCHOOL

2045 N OLD GREENSBORO RD
HIGH POINT,NC27265 		NONE PC GENERAL SUPPORT 64,990

UNIVERSITY OF NORTH CAROLINA
OFFICE OF SCHOLARSHIPS & FINANCIAL
601 S COLLEGE ROAD
WILMINGTON,NC28403 		NONE PC SCHOLARSHIP 18,000

NORTH CAROLINA STATE UNIVERSITY
CASHIER'S OFFICE OF SCHOLARSHIPS
CAMPUS BOX 7302
RALEIGH,NC276957302 		NONE PC SCHOLARSHIP 54,000
Total .................................right arrow 3a 582,882
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 267,017  
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 ............ 		    18 735,330  
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) ..   1,002,347  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,002,347
(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:  
Part VI Line 7 - Tax Paid with the Original Return: 102


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
TA THOMAS AUSTIN FINCH FOUNDATION
EIN:
56-6037907
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 4,497 3,373   1,124

TY 2024 InvestmentsCorpStockSchedule
Name:
TA THOMAS AUSTIN FINCH FOUNDATION
EIN:
56-6037907
Name of Stock End of Year Book Value End of Year Fair Market Value
11271J107 BROOKFIELD CORP 6,948 14,018
001317205 AIA GROUP LTD-SP ADR 12,003 9,482
002824100 ABBOTT LABORATORIES 38,060 53,049
00402L107 ACADEMY SPORTS & OUT 6,213 7,651
00724F101 ADOBE INC 39,297 64,923
00846U101 AGILENT TECHNOLOGIES    
009126202 AIR LIQUIDE-UNSPONSO 6,931 11,094
009279100 AIRBUS SE - UNSP ADR 8,501 10,636
01609W102 ALIBABA GROUP HOLDIN 18,643 12,634
016255101 ALIGN TECHNOLOGY INC 22,299 17,098
02043Q107 ALNYLAM PHARMACEUTIC 18,363 25,649
02079K107 ALPHABET INC-CL C 10,943 91,792
02079K305 ALPHABET INC-CL A 64,691 212,016
02263T104 AMADEUS IT GROUP-UNS 10,406 11,569
023135106 AMAZON.COM INC 20,022 289,814
03073E105 CENCORA INC 27,643 35,275
03076C106 AMERIPRISE FINANCIAL 9,033 51,646
031100100 AMETEK INC 5,972 22,172
032095101 AMPHENOL CORP-CL A 4,997 33,128
032654105 ANALOG DEVICES INC 13,818 36,118
03662Q105 ANSYS INC 2,766 10,795
037833100 APPLE INC 55,695 237,899
03990B101 ARES MANAGEMENT CORP 16,046 39,832
045387107 ASSA ABLOY AB - UNSP 8,713 11,442
046353108 ASTRAZENECA PLC-SPON 70,671 82,686
053015103 AUTOMATIC DATA PROCE 6,764 31,322
053332102 AUTOZONE INC 4,233 32,020
05352A100 AVANTOR INC 6,597 7,501
05523R107 BAE SYSTEMS PLC -SPO 7,302 13,433
05964H105 BANCO SANTANDER SA-S 17,016 18,085
08579W103 BERRY GLOBAL GROUP I 4,641 12,934
088606108 BHP GROUP LTD-SPON A 13,752 12,208
090572207 BIO-RAD LABORATORIES 6,519 7,884
09247X101 BLACKROCK INC    
09260D107 BLACKSTONE INC 17,311 76,037
12572Q105 CME GROUP INC 36,681 42,730
127387108 CADENCE DESIGN SYS I 10,019 36,957
136375102 CANADIAN NATL RAILWA 6,925 7,613
159864107 CHARLES RIVER LABORA    
16411R208 CHENIERE ENERGY INC 32,391 50,280
166764100 CHEVRON CORP 25,979 32,589
169656105 CHIPOTLE MEXICAN GRI 10,632 24,120
17275R102 CISCO SYSTEMS INC 29,611 69,915
172908105 CINTAS CORP 10,983 20,462
20449X401 COMPASS GROUP PLC-SP 8,672 14,343
20825C104 CONOCOPHILLIPS 37,468 37,189
217204106 COPART INC 15,158 24,161
22160K105 COSTCO WHOLESALE COR    
22160N109 COSTAR GROUP INC 4,807 9,879
22788C105 CROWDSTRIKE HOLDINGS 5,566 14,029
228368106 CROWN HOLDINGS INC    
23304Y100 DBS GROUP HOLDINGS-S 12,175 20,614
23381B106 DAIKIN INDUSTRIES-UN 6,889 6,237
235851102 DANAHER CORP 9,643 49,124
23804L103 DATADOG INC - CLASS 26,679 43,296
252131107 DEXCOM INC 18,773 16,876
25243Q205 DIAGEO PLC-SPONSORED 15,983 13,222
25278X109 DIAMONDBACK ENERGY I 12,485 16,219
254687106 WALT DISNEY CO/THE 74,442 60,797
25754A201 DOMINO'S PIZZA INC 7,602 12,173
28176E108 EDWARDS LIFESCIENCES    
29362U104 ENTEGRIS INC 15,453 19,713
29446M102 EQUINOR ASA-SPON ADR 7,122 7,012
302491303 FMC CORP 6,235 6,368
307305102 FANUC CORP-UNSP ADR 17,406 12,857
31620M106 FIDELITY NATIONAL IN 32,657 45,797
337738108 FISERV INC 8,769 72,513
33829M101 FIVE BELOW    
339041105 FLEETCOR TECHNOLOGIE    
339750101 FLOOR & DECOR HOLDIN 10,913 10,768
344419106 FOMENTO ECONOMICO ME 8,449 8,634
36266G107 GE HEALTHCARE TECHNO 6,460 6,880
40415F101 HDFC BANK LTD-ADR 16,172 19,797
42281P205 HEIDELBERG MATERIAL-    
437076102 HOME DEPOT INC 10,974 56,404
438516106 HONEYWELL INTERNATIO 21,778 41,112
443201108 HOWMET AEROSPACE INC 11,669 38,826
443510607 HUBBELL INC 5,598 23,458
443573100 HUBSPOT INC 35,604 46,684
444859102 HUMANA INC    
45167R104 IDEX CORP 10,028 16,325
45687V106 INGERSOLL RAND INC 11,347 21,620
45857P806 INTERCONTINENTAL HOT 7,100 13,866
45866F104 INTERCONTINENTAL EXC 34,941 62,584
46266C105 IQVIA HOLDINGS INC 56,734 49,324
46625H100 JPMORGAN CHASE & CO 15,468 69,995
48137C108 JULIUS BAER GROUP LT 5,272 6,606
482480100 KLA CORP    
49338L103 KEYSIGHT TECHNOLOGIE 9,063 17,187
502441306 LVMH MOET HENNESSY-U 6,831 9,802
513272104 LAMB WESTON HOLDINGS    
538034109 LIVE NATION ENTERTAI 6,611 9,972
53814L108 LIVENT CORP    
539439109 LLOYDS BANKING GROUP 8,869 12,425
54211N101 LONDON STOCK EXCHG-U 11,996 21,307
55354G100 MSCI INC 2,494 18,000
571903202 MARRIOTT INTERNATION 4,562 26,220
573284106 MARTIN MARIETTA MATE 26,855 40,804
573874104 MARVELL TECHNOLOGY I 8,424 27,833
574599106 MASCO CORP 7,295 14,151
580135101 MCDONALD'S CORP 51,585 53,050
58733R102 MERCADOLIBRE INC 3,354 10,203
594918104 MICROSOFT CORP 27,211 332,142
595017104 MICROCHIP TECHNOLOGY 3,692 12,044
609207105 MONDELEZ INTERNATION 25,605 30,223
61174X109 MONSTER BEVERAGE COR 44,735 59,235
65339F101 NEXTERA ENERGY INC 22,931 43,874
654090109 NIDEC CORPORATION-SP    
66987V109 NOVARTIS AG-SPONSORE 8,998 12,456
67066G104 NVIDIA CORP 94,785 255,151
682189105 ON SEMICONDUCTOR    
688239201 OSHKOSH CORP 8,194 8,461
68902V107 OTIS WORLDWIDE CORP 27,343 48,898
693475105 PNC FINANCIAL SERVIC 27,529 42,234
713448108 PEPSICO INC 31,559 44,706
714046109 REVVITY INC 18,106 17,969
723787107 PIONEER NATURAL RESO    
747525103 QUALCOMM INC 35,687 64,213
75513E101 RTX CORP 32,704 58,439
756255204 RECKITT BENCKISER-SP    
758750103 REGAL REXNORD CORP 6,070 13,496
776696106 ROPER TECHNOLOGIES I 30,797 67,061
778296103 ROSS STORES INC 13,466 31,767
780259305 SHELL PLC-ADR 17,128 18,356
78409V104 S&P GLOBAL INC 27,513 42,831
78709Y105 SAIA INC 15,291 16,406
79466L302 SALESFORCE INC 50,776 107,654
799926100 SANDOZ GROUP AG    
824841407 SHISEIDO LTD-SPONSOR    
826197501 SIEMENS AG-SPONS ADR 9,244 14,502
835699307 SONY GROUP CORP - SP 8,096 12,061
85208M102 SPROUTS FARMERS MARK 5,871 34,817
863667101 STRYKER CORP 14,566 36,365
87155N109 SYMRISE AG-UNSPON AD 8,336 9,825
87184P109 SYSMEX CORP-UNSPON A    
872540109 TJX COMPANIES INC 11,982 48,807
872590104 T-MOBILE US INC 8,024 31,344
874039100 TAIWAN SEMICONDUCTOR 5,526 19,749
88032Q109 TENCENT HOLDINGS LTD 15,612 16,752
88339J105 TRADE DESK INC/THE - 23,612 39,960
883556102 THERMO FISHER SCIENT 11,854 48,381
889094108 TOKIO MARINE HOLDING 5,472 11,923
892331307 TOYOTA MOTOR CORP -S 6,544 8,952
892356106 TRACTOR SUPPLY COMPA 7,281 27,591
892672106 TRADEWEB MARKETS INC 20,067 34,170
89400J107 TRANSUNION 10,832 19,191
902973304 US BANCORP 35,316 41,803
90384S303 ULTA BEAUTY INC 12,487 13,918
907818108 UNION PACIFIC CORP 27,534 57,238
912008109 US FOODS HOLDING COR 13,018 24,083
91324P102 UNITEDHEALTH GROUP I 26,075 114,324
922475108 VEEVA SYSTEMS INC-CL 29,058 30,907
92338C103 VERALTO CORP    
925458101 VESTAS WIND SYSTEMS-    
92826C839 VISA INC-CLASS A SHA 27,623 143,798
92939U106 WEC ENERGY GROUP INC 16,012 16,833
94106B101 WASTE CONNECTIONS IN 19,048 24,879
95082P105 WESCO INTERNATIONAL 9,726 11,220
98850P109 YUM CHINA HOLDINGS I    
98978V103 ZOETIS INC 11,832 22,810
98980G102 ZSCALER INC 19,743 19,304
98983L108 ZURN ELKAY WATER SOL 5,992 10,071
G4705A100 ICON PLC 13,982 16,357
G54950103 LINDE PLC 20,268 51,915
G6095L109 APTIV PLC    
G7S00T104 PENTAIR PLC 3,541 9,762
H01301128 ALCON INC 8,855 12,309
H1467J104 CHUBB LTD 7,050 12,986
H84989104 TE CONNECTIVITY LTD    
M22465104 CHECK POINT SOFTWARE 11,060 15,309
N07059210 ASML HOLDING NV-NY R 4,945 11,089
N3167Y103 FERRARI NV 4,755 11,046
036752103 ELEVANCE HEALTH INC 28,327 25,085
09290D101 BLACKROCK INC 11,774 44,080
219948106 CORPAY INC 19,243 32,150
231561101 CURTISS-WRIGHT CORP 8,864 8,872
26142V105 DRAFTKINGS INC-CL A 20,792 20,274
30231G102 EXXON MOBIL CORP 42,137 67,877
30303M102 META PLATFORMS INC-C 36,032 45,084
363576109 ARTHUR J GALLAGHER & 15,706 16,463
379577208 GLOBUS MEDICAL INC - 5,549 6,121
42281P304 HEIDELBERG MATERIALS 7,235 15,874
42550U109 HENKEL AG & CO- SPON 8,126 7,664
45168D104 IDEXX LABORATORIES I 15,180 12,817
486359201 KAWASAKI HEAVY INDS- 10,665 19,235
492460100 KERRY GROUP PLC-SPON 9,000 9,694
60937P106 MONGODB INC 11,155 8,847
609839105 MONOLITHIC POWER SYS 25,726 20,118
67103H107 O'REILLY AUTOMOTIVE 19,850 23,716
72352L106 PINTEREST INC- CLASS 21,284 16,994
74275K108 PROCORE TECHNOLOGIES 4,623 5,770
86959X107 SUZUKI MOTOR CORP-UN 9,926 9,681
89677Q107 TRIP.COM GROUP LTD-A 9,613 13,938
92047W101 VALVOLINE INC 12,240 10,130
92537N108 VERTIV HOLDINGS CO-A 13,190 11,815
98138H101 WORKDAY INC-CLASS A 21,132 22,191
G87052109 TE CONNECTIVITY PLC 56,342 61,048
M2682V108 CYBERARK SOFTWARE LT 15,188 20,322
M7S64H106 MONDAY.COM LTD 18,135 19,542

TY 2024 InvestmentsGovtObligationsSch
Name:
TA THOMAS AUSTIN FINCH FOUNDATION
EIN:
56-6037907
US Government Securities - End of Year Book Value:

 
US Government Securities - End of Year Fair Market Value:

 
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2024 OtherAssetsSchedule
Name:
TA THOMAS AUSTIN FINCH FOUNDATION
EIN:
56-6037907
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUALS   0 0
00769G451 CIBC ATLAS INC OPPOR 753,279 792,203 1,186,771
03027X100 AMERICAN TOWER CORP 22,634 26,776 36,865
XXX-XX-XXXX EATON VANCE GLBL MAC 200,000 299,809 307,070
XXX-XX-XXXX JPMORGAN MID CAP VAL 434,221 489,443 550,045
XXX-XX-XXXX POLEN GROWTH FUND-IN 704,689 785,559 1,622,614
XXX-XX-XXXX ISHARES S&P SMALL-CA 99,496 350,059 551,304
46641Q332 JPMORGAN EQUITY PREM 300,594 501,050 527,550
47803P567 JH SMALL CAP CORE-I 177,922 0 0
74340W103 PROLOGIS INC 30,607 41,702 39,955
78410G104 SBA COMMUNICATIONS C 5,833 3,106 8,560
XXX-XX-XXXX VANGUARD FTSE EMERGI 250,206 250,206 276,791
XXX-XX-XXXX VANGUARD SMALL-CAP G 71,609 321,807 618,653
92532P207 VERSUS CAP RL EST FD 333,345 330,128 318,975
92535N100 VERSUS CAP RL EST 181,417 180,092 223,055
XXX-XX-XXXX VICI PROPERTIES INC 17,863 24,376 23,426
LHGLLSB92 LIGHTHOUSE GLOBAL LO 816,342 907,506 907,506


TY 2024 OtherDecreasesSchedule
Name:
TA THOMAS AUSTIN FINCH FOUNDATION
EIN:
56-6037907
Description Amount
INTRAPERIOD ADJUSTMENT 14,881


TY 2024 OtherExpensesSchedule
Name:
TA THOMAS AUSTIN FINCH FOUNDATION
EIN:
56-6037907
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SCHOLARSHIP PROGRAM EXPENSES 11,491 0   11,491
ADR FEES 663 663   663


TY 2024 OtherIncreasesSchedule
Name:
TA THOMAS AUSTIN FINCH FOUNDATION
EIN:
56-6037907
Description Amount
CHANGE IN BOOK VALUE - LIGHTHOUSE GLOB 99,033
MISCELLANEOUS 76


TY 2024 TaxesSchedule
Name:
TA THOMAS AUSTIN FINCH FOUNDATION
EIN:
56-6037907
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,425 1,425   0
FEDERAL TAX PAYMENT - PRIOR YE 5,772 0   0
FEDERAL ESTIMATES - PRINCIPAL 13,100 0   0
FOREIGN TAXES ON QUALIFIED FOR 428 428   0
FOREIGN TAXES ON NONQUALIFIED 722 722   0