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 04-01-2024 , and ending 03-31-2025
Name of foundation
GARY G TAYLOR CHARITABLE TR
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

46-6719506
B Telephone number (see instructions)

(314) 418-2643
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$3,125,596J 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... 63,397 62,993  
5a Gross rents............ 14,732 14,732  
b Net rental income or (loss) 14,245
6a Net gain or (loss) from sale of assets not on line 10 255,690
b Gross sales price for all assets on line 6a 1,654,049
7 Capital gain net income (from Part IV, line 2)... 255,690
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,346 185  
12 Total. Add lines 1 through 11........ 335,165 333,600  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 45,707 41,136   4,571
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,500 0 0 1,500
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
9,658 1,690   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
1,307 487   820
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 58,172 43,313 0 6,891
25 Contributions, gifts, grants paid....... 130,365 130,365
26 Total expenses and disbursements. Add lines 24 and 25 188,537 43,313 0 137,256
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 146,628
b Net investment income (if negative, enter -0-) 290,287
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.............      
2 Savings and temporary cash investments......... 131,887 95,926 95,926
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 545,521 Click to see attachment
List of Attached Documents:
// Content
560,160 		811,321
c Investments—corporate bonds (attach schedule)....... 359,057 Click to see attachment
List of Attached Documents:
// Content
629,937 		636,404
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).......... 1,699,666 Click to see attachment
List of Attached Documents:
// Content
1,596,501 		1,581,945
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) 2,736,131 2,882,524 3,125,596
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........ 2,736,131 2,882,524
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)..... 2,736,131 2,882,524
30 Total liabilities and net assets/fund balances (see instructions). 2,736,131 2,882,524
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
2,736,131
2
Enter amount from Part I, line 27a .....................
2
146,628
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
158
4
Add lines 1, 2, and 3 ..........................
4
2,882,917
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
393
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,882,524
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 2. AIRBNB INC CL A   2024-02-21 2024-04-10
b 11. ALBEMARLE CORP COM   2023-08-10 2024-04-10
c 6. ALPHABET INC CL A   2017-01-19 2024-04-10
d 8. AMAZON COM INC   2016-06-08 2024-04-10
e 271.429 AMERICAN CENTURY REAL ESTATE CLASS I     2024-04-10
88. APPLE INC   2024-02-21 2024-04-10
46. BANK OF AMERICA CORP     2024-04-10
10. COSTCO WHOLESALE CORP COM   2015-06-23 2024-04-10
18. DANAHER CORP COM   2024-02-21 2024-04-10
103. EDWARDS LIFESCIENCES CORP COM     2024-04-10
1659.971 FEDERATED HERMES INSTL HI YLD BD IS   2023-09-29 2024-04-10
5. HOME DEPOT INC   2024-02-21 2024-04-10
7. HOME DEPOT INC   2015-06-23 2024-04-10
616. ISHARES S&P SMALL CAP 600 INDEX FD     2024-04-10
182. ISHARES CORE MSCI EMERGING MKTS ETF   2023-08-10 2024-04-10
4. LULULEMON ATHLETICA INC   2023-09-29 2024-04-10
73. MARATHON PETROLEUM CORP   2016-07-08 2024-04-10
2. MASTERCARD INC   2016-06-08 2024-04-10
120. MATCH GROUP INC NEW     2024-04-10
35. MICROSOFT CORP     2024-04-10
5. NETFLIX.COM INC COM   2023-09-29 2024-04-10
12. SALESFORCE COM INC   2024-02-21 2024-04-10
25. SCHWAB CHARLES CORP NEW COM   2024-02-21 2024-04-10
6. SERVICENOW INC   2024-02-21 2024-04-10
5. APTIV PLC   2023-09-29 2024-04-10
18. CHUBB LIMITED COM     2024-04-10
25000. U S TREASURY NT 3.000% 6/30/24   2022-07-13 2024-06-30
10. ADOBE SYS INC     2024-07-30
5. ADVANCED MICRO DEVICES INC COM   2024-04-10 2024-07-30
65. AIRBNB INC CL A     2024-07-30
25. AMERICAN TOWER CORP   2023-08-10 2024-07-30
25. APPLE INC   2016-06-08 2024-07-30
6018.868 ARTISAN HIGH INCOME FUND     2024-07-30
20. BANK OF AMERICA CORP   2016-04-26 2024-07-30
6. BLACKROCK INC     2024-07-30
205. CVS CORP COM     2024-07-30
45. CENTENE CORP COM     2024-07-30
2998.058 COLUMBIA DIVIDEND INCOME FUND     2024-07-30
35. COPART INC COM     2024-07-30
10. DANAHER CORP COM     2024-07-30
95. GILEAD SCIENCES INC     2024-07-30
5. INTUIT COM W/RTS EXP 5/1/2008   2016-06-08 2024-07-30
1753. ISHARES CORE MSCI EAFE ETF     2024-07-30
15. J P MORGAN CHASE & CO   2016-04-22 2024-07-30
5. MASTERCARD INC   2016-06-08 2024-07-30
15. NETFLIX.COM INC COM   2023-09-29 2024-07-30
5. PALO ALTO NETWORKS INC   2024-02-21 2024-07-30
10. S P GLOBAL INC COM   2017-01-19 2024-07-30
10. SALESFORCE COM INC     2024-07-30
55. SCHLUMBERGER LTD ISIN #AN8068571086   2024-04-10 2024-07-30
150. SCHWAB CHARLES CORP NEW COM     2024-07-30
5. SERVICENOW INC   2023-09-29 2024-07-30
25. TRADE DESK INC THE CLASS A   2024-04-10 2024-07-30
15. UNITEDHEALTH GRP INC COM   2015-06-25 2024-07-30
155. WAL MART STORES INC     2024-07-30
10. ZILLOW GROUP INC   2023-08-10 2024-07-30
1920. ISHARES IBONDS DEC 2024 TERM CP ETF     2024-12-19
22. ALBEMARLE CORP COM     2025-02-04
93. ALBEMARLE CORP COM     2025-02-04
40. ALPHABET INC CL A   2017-01-19 2025-02-04
15. AMAZON COM INC   2016-06-08 2025-02-04
8. AMERICAN TOWER CORP   2024-02-21 2025-02-04
47. AMERICAN TOWER CORP   2023-08-10 2025-02-04
25. APPLE INC   2016-06-08 2025-02-04
25. BANK OF AMERICA CORP   2016-04-26 2025-02-04
5. BLACKROCK INC COM   2023-09-29 2025-02-04
2. CENTENE CORP COM   2024-04-10 2025-02-04
173. CENTENE CORP COM     2025-02-04
30. COPART INC COM   2023-08-10 2025-02-04
5. COSTCO WHOLESALE CORP COM     2025-02-04
35. EDWARDS LIFESCIENCES CORP COM   2024-07-30 2025-02-04
110. EDWARDS LIFESCIENCES CORP COM   2023-09-29 2025-02-04
15. FACEBOOK INC A     2025-02-04
5. HOME DEPOT INC   2023-09-29 2025-02-04
2245. ISHARES CORE MSCI EAFE ETF     2025-02-04
1040. ISHARES CORE MSCI EMERGING MKTS ETF     2025-02-04
946. ISHARES IBONDS DEC 2025 TERM CP ETF   2021-05-27 2025-02-04
35. J P MORGAN CHASE & CO   2016-04-22 2025-02-04
15. LULULEMON ATHLETICA INC   2023-09-29 2025-02-04
15. MARATHON PETROLEUM CORP   2024-07-30 2025-02-04
5. MICROSOFT CORP   2024-07-30 2025-02-04
20. MICROSOFT CORP     2025-02-04
640. MOBILEYE GLOBAL INC COMMON CLASS A     2025-02-04
5. NETFLIX.COM INC COM   2023-09-29 2025-02-04
80. NEXTERA ENERGY INC   2023-09-29 2025-02-04
115. NIKE INC CL B COM     2025-02-04
25. NVIDIA CORP COM   2023-09-29 2025-02-04
2. PALO ALTO NETWORKS INC   2023-09-29 2025-02-04
15. S P GLOBAL INC COM     2025-02-04
65. SALESFORCE COM INC   2023-09-29 2025-02-04
115. SCHWAB CHARLES CORP NEW COM   2023-09-29 2025-02-04
16. TARGET CORP     2025-02-04
69. TARGET CORP   2022-07-13 2025-02-04
3. TRADE DESK INC THE CLASS A   2024-04-10 2025-02-04
97. TRADE DESK INC THE CLASS A     2025-02-04
25. UBER TECHNOLOGIES INC     2025-02-04
10. UNITEDHEALTH GRP INC COM   2015-06-25 2025-02-04
120. WAL MART STORES INC     2025-02-04
12. ZILLOW GROUP INC     2025-02-04
123. ZILLOW GROUP INC     2025-02-04
18. APTIV PLC COM SHS     2025-02-04
122. APTIV PLC COM SHS   2023-09-29 2025-02-04
4610.562 AMERICAN CENTURY HIGH INCOME FD Y CL     2025-02-05
1713.076 AMERICAN CENTURY HIGH INCOME FD Y CL     2025-02-05
1765.297 AMERICAN CENTURY SMALL CAP VALUE Y   2023-09-29 2025-02-05
2785.455 BARON EMERGING MARKETS INSTITUTIONAL   2019-02-08 2025-02-05
5494.421 JOHN HANCOCK FUNDS DISCIPLINED VALUE   2024-07-30 2025-02-05
377.544 ROWE T PRICE MID CAP GROWTH FD INC     2025-02-05
2376.442 TOUCHSTONE MID CAP Y   2023-08-10 2025-02-05
636.438 TRIBUTARY SMALL COMPANY FUND   2023-08-10 2025-02-05
132.785 VANGUARD INTERNATIONAL GROWTH FUND   2023-08-10 2025-02-05
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 319   293 26
b 1,388   2,112 -724
c 936   248 688
d 1,481   291 1,190
e 6,341   6,220 121
14,761   15,985 -1,224
1,683   744 939
7,196   1,400 5,796
4,399   4,471 -72
9,400   7,871 1,529
14,442   13,960 482
1,748   1,811 -63
2,447   793 1,654
64,770   34,731 30,039
9,405   9,148 257
1,399   1,541 -142
15,458   2,676 12,782
941   195 746
4,010   4,819 -809
14,758   1,819 12,939
3,087   1,902 1,185
3,585   3,359 226
1,771   1,587 184
4,617   4,438 179
372   503 -131
4,467   3,855 612
25,000   24,938 62
5,360   5,208 152
688   823 -135
9,026   9,031 -5
5,501   4,715 786
5,454   619 4,835
54,110   53,358 752
817   299 518
5,218   4,071 1,147
12,925   14,782 -1,857
3,457   3,454 3
100,315   89,393 10,922
1,797   1,867 -70
2,746   2,444 302
7,406   7,263 143
3,169   540 2,629
129,029   123,636 5,393
3,202   959 2,243
2,226   488 1,738
9,335   5,705 3,630
1,591   1,338 253
4,879   1,148 3,731
2,569   2,141 428
2,603   2,970 -367
9,639   8,547 1,092
3,969   2,804 1,165
2,227   2,149 78
8,635   1,806 6,829
10,708   3,688 7,020
475   548 -73
48,299   50,161 -1,862
1,821   2,198 -377
7,699   17,549 -9,850
8,234   1,653 6,581
3,627   546 3,081
1,474   1,507 -33
8,662   8,864 -202
5,811   619 5,192
1,170   374 796
5,075   3,269 1,806
122   144 -22
10,591   11,764 -1,173
1,734   1,312 422
5,108   2,420 2,688
2,496   2,226 270
7,845   7,693 152
10,580   1,765 8,815
2,060   1,526 534
165,092   151,903 13,189
55,667   50,893 4,774
23,684   25,621 -1,937
9,371   2,239 7,132
6,249   5,778 471
2,348   2,676 -328
2,060   2,104 -44
8,240   996 7,244
10,233   14,856 -4,623
4,957   1,902 3,055
5,596   4,628 968
8,801   10,067 -1,266
2,967   1,094 1,873
367   238 129
7,719   3,007 4,712
22,301   13,396 8,905
9,416   6,342 3,074
2,169   2,517 -348
9,353   10,053 -700
340   258 82
10,984   7,565 3,419
1,746   1,868 -122
5,470   1,204 4,266
12,080   3,765 8,315
980   572 408
10,044   6,605 3,439
1,107   1,292 -185
7,505   12,265 -4,760
40,204   39,134 1,070
14,938   14,116 822
19,295   16,288 3,007
42,311   37,353 4,958
130,273   137,965 -7,692
39,412   35,051 4,361
134,649   117,277 17,372
19,971   18,609 1,362
14,561   13,768 793
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
      29,924
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       26
b       -724
c       688
d       1,190
e       121
      -1,224
      939
      5,796
      -72
      1,529
      482
      -63
      1,654
      30,039
      257
      -142
      12,782
      746
      -809
      12,939
      1,185
      226
      184
      179
      -131
      612
      62
      152
      -135
      -5
      786
      4,835
      752
      518
      1,147
      -1,857
      3
      10,922
      -70
      302
      143
      2,629
      5,393
      2,243
      1,738
      3,630
      253
      3,731
      428
      -367
      1,092
      1,165
      78
      6,829
      7,020
      -73
      -1,862
      -377
      -9,850
      6,581
      3,081
      -33
      -202
      5,192
      796
      1,806
      -22
      -1,173
      422
      2,688
      270
      152
      8,815
      534
      13,189
      4,774
      -1,937
      7,132
      471
      -328
      -44
      7,244
      -4,623
      3,055
      968
      -1,266
      1,873
      129
      4,712
      8,905
      3,074
      -348
      -700
      82
      3,419
      -122
      4,266
      8,315
      408
      3,439
      -185
      -4,760
      1,070
      822
      3,007
      4,958
      -7,692
      4,361
      17,372
      1,362
      793
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 255,690
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 4,035
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 4,035
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 4,035
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,252
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,252
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 217
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow217 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 arrowMO
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowUS BANK NA Telephone no.right arrow (816) 364-7249

Located atright arrowPO BOX 0634MILWAUKEEWI ZIP+4right arrow53201
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
US BANK TRUSTEE
1 		45,707    
PO BOX 0634
MILWAUKEE,WI53201
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 N/A  
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
3,108,564
b
Average of monthly cash balances.......................
1b
102,482
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,211,046
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
3,211,046
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
48,166
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,162,880
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
158,144
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
158,144
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,035
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,035
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
154,109
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
154,109
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
154,109
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
137,256
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
137,256
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 7 154,109
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 3,451
b From 2020...... 233
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 3,684
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 137,256
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 137,256
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 3,684 3,684
(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 .......... 		13,169
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ST JOSEPH SAFETY & HEALTH COUNCIL

3131 FREDERICK AVE STE 220
ST JOSEPH,MO64506 		NONE PC GENERAL OPERATING 10,600

MU EXTENSION IN DEKALB COUNTY

102 W MAIN ST
MAYSVILLE,MO64469 		NONE PC GENERAL OPERATING 6,000

PONY EXPRESS COUNCIL BOY SCOUTS

1704 BUCKINGHAM
ST JOSEPH,MO64506 		NONE PC GENERAL OPERATING 5,000

TARKIO COLLEGE

404 N TARKIO ROAD
TARKIO,MO64491 		NONE PC GENERAL OPERATING 9,900

MOUND CITY DOWNTOWN RESTORATION & REVITA

398 LAKE SHORE DR
Craig,MO644377182 		NONE PC GENERAL OPERATING 10,000

PONY EXPRESS NATIONAL MUSEUM

914 PENN STREET
SAINT JOSEPH,MO64503 		NONE PC GENERAL OPERATING 10,000

NW MISSOURI ENTERPRISE FACILITATION

4858 450 ST
KING CITY,MO64463 		NONE PC GENERAL OPERATING 9,700

WALTEMATH MEMORIAL
KING CITY ENDOWMENT FUND
707 WEST EMPIRE
KINGS CITY,MO64463 		NONE PC GENERAL OPERATING 2,500

HOLT COUNTY MISSOURI
HISTORICAL SOCIETY
220 STATE ST
MOUND CITY,MO64470 		NONE PC GENERAL OPERATING 5,000

ATCHISON COUNTY MULTI-PURPOSE CENTER

412 MAIN ST
TARKIO,MO64491 		NONE PC GENERAL OPERATING 5,000

PIVOTAL POINT TRANSITIONAL HOUSING INC

4826 FREDERICK AVE
SAINT JOSEPH,MO64506 		NONE PC GENERAL OPERATING 12,000

ANDREW COUNTY COUNCIL ON AGING INC

12737 STATE ROUTE
Savannah,MO64485 		NONE PC GENERAL OPERATING 4,000

CITY OF SKIDMORE

PO BOX 15
SKIDMORE,MO64487 		NONE PC GENERAL OPERATING 5,000

NODAWAY COUNTY ECONOMIC DEVELOPMENT

PO BOX 456
MARYVILLE,MO64468 		NONE PC GENERAL OPERATING 9,700

STANBERRY MAIN STREET

PO BOX 75
STANBERRY,MO64489 		NONE PC GENERAL OPERATING 965

GIRL SCOUTS OF NE KS & NW MO INC

1311 N BELT HWY STE B
ST JOSEPH,MO64506 		NONE PC GENERAL OPERATING 5,000

NORTHWEST FOUNDATION INC

800 UNIVERSITY DRIVE
MARYVILLE,MO64468 		NONE PC GENERAL OPERATING 20,000
Total .................................right arrow 3a 130,365
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 63,397  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 14,245  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 255,690  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 185  
bREIMBURSEMENT OF F     1 1,161  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   334,678  
13Total. Add line 12, columns (b), (d), and (e)..................
13
334,678
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
GARY G TAYLOR CHARITABLE TR
EIN:
46-6719506
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2024 InvestmentsCorpBondsSchedule
Name:
GARY G TAYLOR CHARITABLE TR
EIN:
46-6719506
Name of Bond End of Year Book Value End of Year Fair Market Value
06406FAD5 BANK OF NY MTN    
949746RW3 WELLS FARGO COMPANY 49,013 49,241
17275RBL5 CISCO SYSTEMS INC 74,429 73,268
91282CEX5 U S TREASURY NT    
91282CEY3 U S TREASURY NT 24,911 24,906
05723KAE0 BAKER HUGHES LLC CO 23,618 24,429
20030NBM2 COMCAST CORP 22,837 23,352
3133EE5F3 F F C B DEB 22,938 23,506
3133EJY94 F F C B DEB 22,685 23,307
3133EKJV9 F F C B DEB 21,765 22,396
437076AS1 HOME DEPOT INC 26,637 26,730
45866FAU8 INTERCONTINENTAL 24,224 24,786
907818EB0 UNION PACIFIC CORP 21,062 22,048
02665WFE6 AMERICAN HONDA 25,082 25,215
04636NAL7 ASTRAZENECA FINANCE 25,172 25,371
110122DY1 BRISTOL MYERS SQUIBB 26,187 26,439
438516CR5 HONEYWELL INTL INC 25,167 25,407
46124HAD8 INTUIT SR NT 21,296 21,659
49177JAH5 KENVUE INC 25,283 25,525
63743HFG2 NATIONAL RURAL MTN 25,088 25,314
665859AT1 NORTHERN TRUST CORP 24,236 24,462
808513BX2 SCHWAB CHARLES CORP 22,893 23,095
89115A2M3 TORONTO MTN 25,269 25,424
89236TLZ6 TOYOTA MTR CR CORP 25,280 25,404
94106LCC1 WASTE MGMT INC 24,865 25,120

TY 2024 InvestmentsCorpStockSchedule
Name:
GARY G TAYLOR CHARITABLE TR
EIN:
46-6719506
Name of Stock End of Year Book Value End of Year Fair Market Value
713448108 PEPSICO INC    
023135106 AMAZON.COM INC 11,661 43,760
91324P102 UNITEDHEALTH GROUP I 14,424 20,950
166764100 CHEVRON CORP COM 9,926 10,874
02079K305 ALPHABET INC CL A 14,617 37,114
097023105 BOEING CO    
594918104 MICROSOFT CORP 21,622 52,555
461202103 INTUIT INC 3,107 6,140
46625H100 J P MORGAN CHASE CO 6,367 20,851
78409V104 S P GLOBAL INC COM 6,921 10,162
693475105 P N C FINANCIAL SERV    
30303M102 FACEBOOK INC A 8,788 28,818
907818108 UNION PACIFIC CORP    
931142103 WAL MART STORES INC 4,281 9,218
437076102 HOME DEPOT INC 15,992 21,989
17275R102 CISCO SYSTEMS INC    
22160K105 COSTCO WHOLESALE COR 1,366 4,729
02079K107 ALPHABET INC CL C    
808513105 SCHWAB CHARLES CORP 1,930 2,740
03027X100 AMERICAN TOWER CORP 7,292 8,704
57636Q104 MASTERCARD INC 975 5,481
037833100 APPLE INC 7,946 59,975
747525103 QUALCOMM INC    
56585A102 MARATHON PETROLEUM C 8,029 6,556
101121101 BOSTON PPTYS INC    
060505104 BANK OF AMERICA CORP 7,758 21,491
92343V104 VERIZON COMMUNICATIO    
842587107 SOUTHERN CO THE    
75513E101 RAYTHEON TECHNOLOGIE    
00287Y109 ABBVIE INC    
717081103 PFIZER INC    
87612E106 TARGET CORP COM 11,033 9,392
00724F101 ADOBE SYS INC 21,457 17,259
007903107 ADVANCED MICRO DEVIC 19,823 18,699
009066101 AIRBNB INC CL A    
012653101 ALBEMARLE CORP    
09247X101 BLACKROCK INC    
126650100 CVS HEALTH CORPORATI    
15135B101 CENTENE CORP COM    
217204106 COPART INC COM 8,683 11,035
235851102 DANAHER CORP 22,989 21,525
28176E108 EDWARDS LIFESCIENCES    
375558103 GILEAD SCIENCES INC    
550021109 LULULEMON ATHLETICA 5,101 5,661
57667L107 MATCH GROUP INC NEW    
60741F104 MOBILEYE GLOBAL INC    
64110L106 NETFLIX.COM INC    
65339F101 NEXTERA ENERGY INC 9,393 10,988
67066G104 NVIDIA CORP 41,312 68,279
697435105 PALO ALTO NETWORKS I 16,591 23,890
79466L302 SALESFORCE COM INC    
806857108 SCHLUMBERGER LTD COM 21,591 17,138
81762P102 SERVICENOW INC 11,212 15,923
871607107 SYNOPSYS INC 18,571 15,010
88339J105 TRADE DESK INC THE C 11,069 7,114
893641100 TRANSDIGM GROUP INC 9,362 13,833
90353T100 UBER TECHNOLOGIES IN 19,105 28,415
98954M101 ZILLOW GROUP INC 3,318 5,015
G6095L109 APTIV PLC    
H1467J104 CHUBB LTD    
09290D101 BLACKROCK INC COM 6,537 9,465
127097103 COTERRA ENERGY INC 8,159 8,381
26142V105 DRAFTKINGS INC NEW 15,392 14,114
29444U700 EQUINIX INC 9,247 8,154
30063P105 EXACT SCIENCES CORPO 9,581 7,576
502431109 L3HARRIS TECHNOLOGIE 9,511 9,419
532457108 ELI LILLY CO 20,021 20,648
58733R102 MERCADOLIBRE INC 9,827 9,754
595112103 MICRON TECHNOLOGY IN 9,994 9,558
852234103 BLOCK INC 9,503 5,976
922475108 VEEVA SYSTEMS INC-CL 12,007 13,898
92537N108 VERTIV HOLDINGS CO 17,720 15,162
G29183103 EATON CORP PLC SHS 9,490 8,155
G54950103 LINDE PLC SHS 9,559 9,778

TY 2024 InvestmentsOtherSchedule2
Name:
GARY G TAYLOR CHARITABLE TR
EIN:
46-6719506
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
98FARMZM3 W1/2SE1/4 13-62-38 AT COST 514,336 479,949
06828M876 BARON EMERGING MARKE      
31420B300 FEDERATED HERMES INS      
464288877 ISHARES MSCI EAFE VA      
77957Y106 T ROWE PRICE MID CAP      
779556109 T ROWE PRICE MID CAP      
670678507 NUVEEN REAL ESTATE S      
46434VBG4 ISHARES IBONDS DEC 2      
922038104 VANGUARD STRATEGIC E      
464287804 ISHARES CORE S P SMA      
149498107 CAUSEWAY EMERGING MA AT COST 51,452 55,944
464287507 ISHARES CORE SP MID- AT COST 142,529 154,336
464287200 ISHARES CORE S P 500      
46435UAA9 ISHARES IBONDS DEC 2      
315920686 FIDELITY ADV DIVERS      
46434VBD1 ISHARES IBONDS DEC 2 AT COST 24,505 23,641
024932154 AMERICAN CENTURY HIG      
025076845 AMERICAN CENTURY SMA      
025076878 AMERICAN CENTURY REA      
04314H568 ARTISAN HIGH INCOME AT COST 54,935 54,157
19765N245 COLUMBIA DIVIDEND IN      
464288521 ISHARES CORE US REIT AT COST 10,650 11,981
46432F842 ISHARES CORE MSCI EA      
46434G103 ISHARES CORE MSCI EM      
89155H793 TOUCHSTONE MID CAP Y AT COST 24,143 25,792
89609H704 TRIBUTARY SMALL COMP AT COST 26,075 24,996
90386K720 ULTIMUS MANAGE WESTW AT COST 33,884 47,143
921910501 VANGUARD INTERNATION AT COST 26,842 26,666
277923728 EATON VANCE GLOBAL M AT COST 82,408 82,505
315911727 FIDELITY INTERNATION AT COST 277,241 283,445
315911750 FIDELITY 500 INDEX F AT COST 112,075 104,008
464287481 ISHARES RUSSELL MIDC AT COST 27,529 23,733
693390882 PIMCO INTL BD FD US AT COST 54,939 54,277
922042858 VANGUARD FTSE EMERGI AT COST 54,990 55,444
922908686 VANGUARD SMALL CAP I AT COST 77,585 73,545
CASH AT COST 383 383

TY 2024 OtherDecreasesSchedule
Name:
GARY G TAYLOR CHARITABLE TR
EIN:
46-6719506
Description Amount
ROUNDING ADJUSMENT 8
CY PURCHASE OF ACCRUED INTEREST 383
PY RETURN OF CAPITAL ADJ 2


TY 2024 OtherExpensesSchedule
Name:
GARY G TAYLOR CHARITABLE TR
EIN:
46-6719506
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER MISC EXPENSES 820 0   820
Rent and Royalty Expense 487      


TY 2024 OtherIncomeSchedule2
Name:
GARY G TAYLOR CHARITABLE TR
EIN:
46-6719506
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 185 185  
REIMBURSEMENT OF FEES 1,161 0  


TY 2024 OtherIncreasesSchedule
Name:
GARY G TAYLOR CHARITABLE TR
EIN:
46-6719506
Description Amount
PY PURCHASE OF ACCRUED INTEREST 158


TY 2024 TaxesSchedule
Name:
GARY G TAYLOR CHARITABLE TR
EIN:
46-6719506
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 877 877   0
FEDERAL TAX PAYMENT - PRIOR YE 3,716 0   0
FEDERAL ESTIMATES - PRINCIPAL 4,252 0   0
FOREIGN TAXES ON NONQUALIFIED 813 813   0