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
YOT FULL CIRCLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1437 SOUTH BOULDER 770
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TULSA, OK74119
A Employer identification number

27-0578014
B Telephone number (see instructions)

(918) 584-1978
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$35,498,433
J 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) 28,358
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,039,643 1,039,643  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,177,762
b Gross sales price for all assets on line 6a 14,576,115
7 Capital gain net income (from Part IV, line 2)... 3,177,762
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... -516 -516  
12 Total. Add lines 1 through 11........ 4,245,247 4,216,889  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 33,832 33,832   0
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,968 3,968   0
c Other professional fees (attach schedule).... 181,890 181,890   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 74,635 21,523   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 16,300 16,300   0
21 Travel, conferences, and meetings....... 23,123 23,123   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 288,862 143,601   143,601
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 622,610 424,237   143,601
25 Contributions, gifts, grants paid....... 1,327,840 1,327,840
26 Total expenses and disbursements. Add lines 24 and 25 1,950,450 424,237   1,471,441
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,294,797
b Net investment income (if negative, enter -0-) 3,792,652
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 70,559 70,136 70,136
2 Savings and temporary cash investments......... 74,607 1,998,103 1,998,103
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 4,630    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 19,115,179 Click to see attachment
List of Attached Documents:
// Content
20,513,622
26,697,848
c Investments—corporate bonds (attach schedule)....... 6,516,147 Click to see attachment
List of Attached Documents:
// Content
5,211,116
5,898,212
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).......... 374,234 Click to see attachment
List of Attached Documents:
// Content
650,342
834,134
14 Land, buildings, and equipment: basis right arrow12,932
Less: accumulated depreciation (attach schedule) right arrow12,932      
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 26,155,356 28,443,319 35,498,433
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) Click to see attachment
List of Attached Documents:
// Content
0
Click to see attachment
List of Attached Documents:
// Content
482
23 Total liabilities (add lines 17 through 22)......... 0 482
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 26,155,356 28,442,837
29 Total net assets or fund balances (see instructions)..... 26,155,356 28,442,837
30 Total liabilities and net assets/fund balances (see instructions). 26,155,356 28,443,319
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
26,155,356
2
Enter amount from Part I, line 27a .....................
2
2,294,797
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
28,450,153
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
7,316
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
28,442,837
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 PUBLICLY TRADED SECURITIES SALES      
b K-1 P    
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 14,574,931   11,398,353 3,176,578
b 1,184     1,184
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       3,176,578
b       1,184
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 3,177,762
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 52,718
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 52,718
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 52,718
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 52,630
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 14,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 66,630
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 13,912
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow13,912 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOK
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 arrowBETH WALLACE Telephone no.right arrow (918) 584-1978

Located atright arrow1437 SOUTH BOULDER AVE STE 770TULSAOK ZIP+4right arrow74119
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)
Yes
 
(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
MARY JANE TRITSCH TRUSTEE
1.00
0 0 0
1437 S BOULDER STE 770
TULSA,OK74119
ROBERT C TRITSCH TRUSTEE
1.00
0 0 0
1437 S BOULDER STE 770
TULSA,OK74119
THOMAS E RAINS CFO
5.00
0 0 0
1437 S BOULDER STE 770
TULSA,OK74119
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
GREENHILL PROPERTIES - SEE SCHEDULE O ADMINSTRATIVE OVERHEAD 312,512
1437 S BOULDER STE 770
TULSA,OK74119
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
33,628,378
b
Average of monthly cash balances.......................
1b
1,186,093
c
Fair market value of all other assets (see instructions)................
1c
26,528
d
Total (add lines 1a, b, and c).........................
1d
34,840,999
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
34,840,999
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
522,615
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
34,318,384
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,715,919
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,715,919
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
52,718
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
52,718
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,663,201
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,663,201
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,663,201
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,471,441
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,471,441
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,663,201
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,256,403
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,471,441
a Applied to 2023, but not more than line 2a 1,256,403
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..... 215,038
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 ..........
1,448,163
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....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

ALICE LLOYD COLLEGE

100 PURPOSE RD
PIPPA PASSES,KY41844
NONE PC BIBLICAL SCHOLARSHIP 15,000

ALLEN JACKSON MINISTRIES

PO BOX 330128
MURFREESBORO,TN37133
NONE PC 2024 AID FOR ISRAEL & CHRISTIANITY PODCAST 75,000

ARK ENCOUNTER

1 ARK ENCOUNTER DR
WILLIAMSTOWN,KY41097
NONE PC JERUSALEM EXHIBIT 50,000

BILLY GRAHAM EVANGELISTIC ASSOCIATION

4350 WESTMONT DR
CHARLOTTE,NC28217
NONE PC 2024 GRAHAM LIBRARY 50,000

BUILD THE FUTURE USA

PO BOX 301
MATTHEWS,NC28106
NONE PC 2024 PROGRAM SUPPORT 25,000

CAMPUS CRUSADE

100 LAKE HEART DR
ORLANDO,FL32832
NONE PC GRIEVE'S MISSION 10,000

CAMPUS CRUSADE

100 LAKE HEART DR
ORLANDO,FL32832
NONE PC HERSHEY MINISTRY 10,000

CASTING FOR RECOVERY

109 EAST OAK STSUITE 1G
BOZEMAN,MT59715
NONE PC FLY FISHING PROGRAM 10,000

CENTER FOR CHRISTIAN VIRTUE

208 E STATE STREET
COLUMBUS,OH43215
NONE PC ESSENTIAL SUMMIT 25,000

CHRISTIANS UNITED FOR ISRAEL

PO BOX 1307
SAN ANTONIO,TX782951307
NONE PC ISRAEL STUDENTS 5,000

CINCINNATI CHILDREN'S HOSPITAL MEDICAL CTR

3333 BURNET AVE
CINCINNATI,OH45229
NONE PC ISRAEL MEDICAL 10,000

CINCINNATI CHILDREN'S HOSPITAL MEDICAL CTR

3332 BURNET AVE
CINCINNATI,OH45228
NONE PC BRAIN RESEARCH 5,000

CINCINNATI REDS COMMUNITY FUND

100 MAIN ST
CINCINNATI,OH45202
NONE PC HONOR BOB TRITSCH 100,000

CINCINNATI SYMPHONY

1241 ELM ST
CINCINNATI,OH45202
NONE PC SOUND DISCOVER 10,000

CITY GOSPEL MISSION

1805 DALTON AVE
CINCINNATI,OH45214
NONE PC CHRISTMAS PRODUCTION 75,000

COLLEGE OF THE OZARKS

100 OPPORTUNITY AVE
POINT LOOKOUT,MO65726
NONE PC 2024 SCHOLARSHIPS 15,000

COOKSON HILLS CHRISTIAN MINISTRIES

60416 OK-10
KANSAS,OK74347
NONE PC 2024 EQUINE THERAPY 15,000

CUMBERLAND COLLEGE

400 BURNS AVE E
  MELFORTSK S0E 1A0
CA
NONE PC 2024 PA SCHOLARSHIPS 15,000

DRAGON FLY FOUNDATION

506 OAK ST
CINCINNATI,OH45219
NONE PC 2024 PROGRAM SUPPORT 5,000

FLY FISHERS INTERNATIONAL

5237 US HIGHWAY 89 SOUTH SUITE 11
LIVINGSTON,MT59047
NONE PC YOUTH EDUCATION 10,000

GOOD SAMARITAN HEALTH SERVICES INC

PO BOX 1191
TULSA,OK74101
NONE PC RURAL HEALTH CARE 25,000

HILLSDALE COLLEGE

33 E COLLEGE ST
HILLSDALE,MI49242
NONE PC RELIGIOUS FREEDOM 10,000

HILLSIDE TRUST

710 TUSCULUM AVE
CINCINNATI,OH45226
NONE PC ADVOCACY HILLSIDES 5,000

HOMES FOR OUR TROOPS

6 MAIN ST
TAUNTON,MA02780
NONE PC 2024 PROGRAM SUPPORT 5,000

INTERCESSORS FOR AMERICA

PO BOX 915
PERCELLVILLE,VA20134
NONE PC PRAYERS FOR AMERICA 25,000

LE SOUPE INC

915 E MCMILLAN ST
CINCINNATI,OH45206
NONE PC 2024 FOOD PROGRAM 10,000

LIFE CHURCH

4600 E 2ND ST
EDMOND,OK73034
NONE PC YOUVERSION BIBLE APP 25,000

LINDNER CENTER OF HOPE

4075 OLD WESTERN RD
MASON,OH45040
NONE PC MENTAL HEALTH 10,000

LITERACY & EVANGELISM INTERNATIONAL

1800 S JACKSON AVE
TULSA,OK74107
NONE PC 2024 READING PROGRAM 5,000

LITTLE MIAMI INC

209 RAILROAD AVE
LOVELAND,OH451402915
NONE PC WATER CLEANUP 10,000

MATTHEW 25

11060 KENWOOD RD
BLUE ASH,OH45242
NONE PC 2024 FOOD CRISIS 25,000

MAYO CLINIC

200 FIRST ST SW
ROCHESTER,MN559050001
NONE PC 2024 KWON'S RESEARCH 10,000

MIAMI VALLEY CHRISTIAN ACADEMY

6830 SCHOOL ST
CINCINNATI,OH45244
NONE PC STATUE PRAYER GARDEN 25,000

MUSEUM OF THE BIBLE INC

400 4TH ST SW
WASHINGTON,DC20024
NONE PC ISREAL PROGRAM 15,000

NATURE CONSERVANCY-OKLAHOMA CHAPTER

10425 SOUTH 82ND EAST AVE SUITE 104
TULSA,OK74133
NONE PC TALL GRASS PRESERVE 25,000

NEW LIFE RANCH

160 NEW LIFE RANCH RD DR
COLCORD,OK74338
NONE PC MATCHING SCHOLARSHIP 15,000

OHIO NATURE CONSERVANCY

6375 RIVERSIDE DR 100
DUBLIN,OH43017
NONE PC FRESHWATER CLEAN 25,000

OKLAHOMA WESLEYAN UNIVERSITY

2201 SILVER LAKE RD
BARTLESVILLE,OK74006
NONE PC NURSING SCHOLARSHIP 15,000

ORAL ROBERTS UNIVERSITY

7777 S LEWIS AVE
TULSA,OK74171
NONE PC TRITSCH SCHOLARSHIP 50,000

PATHWAY TO VICTORY

1606 PATTERSON ST
DALLAS,TX75201
NONE PC TV/RADIO MINISTRY 10,000

PHILANTHROPY ROUNDTABLE

1120 29TH STREET NW SUITE 550
SOUTH WASHINGTON,DC20036
NONE PC 2024 PROGRAM SUPPORT 10,000

PREGNANCY CENTER EAST

470 MADISON RD
CINCINNATI,OH45227
NONE PC 2024 GALA FUNDRAISER 5,000

REBOOT RECOVERY

221 STATE AVE STE 103
MARYSVILLE,WA98270
NONE PC 2024 MENTAL HEALTH 10,000

SALVATION ARMY OF CINCINNATI

3503 WARSAW AVENUE
CINCINNATI,OH45205
NONE PC CHRISTMAS PROGRAM 10,000

SALVATION ARMY OF TULSA

3901 E 28TH ST
TULSA,OK74114
NONE PC HOMELESS PREVENTION 25,000

SAMARITAN'S PURSE

PO BOX 3000
BOONE,NC28607
NONE PC DISASTER SUPPORT US & DISASTER N CAROLINA 80,000

TERRACE PARK VOLUNTEER EMERGENCY SERVICE INC

428 ELM AVE
TERRACE PARK,OH45174
NONE PC EMERGENCY SERVICE 2,500

THE JOE NUXHALL FOUNDATION

4850 GROH LN
FAIRFIELD,OH45014
NONE PC 2024 PROGRAM SUPPORT 5,000

THE YELLOWSTONE PARK FOUNDATION

PO BOX 1110
GARDINER,MT59030
NONE PC 2024 TROUT PROJECT 10,000

TROUT UNLIMITED

1777 N KENT ST SUITE 100
ARLINGTON,VA22209
NONE PC TU CHAPTER/YOUNG 35,000

WOOLAROC RANCH MUSEUM & WILDLIFE

1925 WOOLAROC RANCH RD
BARTLESVILLE,OK74002
NONE PC THIEVES/OUTLAW 3,340

YOUNG AMERICANS FOUNDATION

11480 COMMERCE PARK DR SUITE 600
RESTON,VA201911556
NONE PC CONSTITUTION PROGRAM 60,000

YOUNG LIFE - SOUTHEAST CINCINNATI

7808 W BAY DR
MASON,OH45040
NONE PC CAMP SCHOLARSHIPS 10,000

YOUNG LIFE TULSA

6144 S LEWIS AVE 300
TULSA,OK74136
NONE PC YOUTH SCHOLARSHIPS 10,000

GATESWAY FOUNDATION

2448 E 81ST ST STE 5200
TULSA,OK74137
NONE PC CAPITAL PROJECT 5,000

GENESYS WORKS TULSA PROGRAM

12 N CHEYENNE AVE 045
TULSA,OK74103
NONE PC STUDENTS INTERNSHIP 5,000

HEROES ON THE WATER INC

101 C N GREENVILLE AVE 55
ALLEN,TX75002
NONE PC SW OHIO CHAPTER 2,000

LIFEWISE INC

3566 US-64 412
HARDY,AR72542
NONE PC SCHOOL PROGRAMS 75,000

MIGHTY OAKS FOUNDATION

478 MCCALEB RD
MONTGOMERY,TX77316
NONE PC SUICIDE PREVENTION 25,000

NATIONAL BRAIN TUMOR SOCIETY

55 CHAPEL ST STE 106
NEWTON,MA02458
NONE PC BRAIN RESEARCH 5,000

PRAGER UNIVERSITY FOUNDATION

15021 VENTURA BLVD 552
SHERMAN OAKS,CA91403
NONE PC 2024 PROGRAM SUPPORT 10,000

PREGNANCY CENTER PLUS

4760 MADISON RD
CINCINNATI,OH45227
NONE PC IN HOUSE COUNSELING 35,000

PROJECT HEALING WATERS FLY FISHING INC

118 S MAIN ST
BROKEN ARROW,OK74012
NONE PC HONOR ROBERT TRITSCH 5,000

UNITE US INC

217 BROADWAY FLOOR 8
NEW YORK,NY10007
NONE PC 2024 PROGRM SUPPORT 5,000
Total .................................right arrow 3a 1,327,840
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 1,039,643  
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 3,177,762  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP INCOME
    14 -516  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 4,216,889 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,216,889
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
YOT FULL CIRCLE FOUNDATION
 
Employer identification number

27-0578014
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
YOT FULL CIRCLE FOUNDATION
 
Employer identification number
27-0578014
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
THE OXLEY FOUNDATION
 
1437 S BOULDER SUITE 770
 
TULSA, OK74119

$ 28,358


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
YOT FULL CIRCLE FOUNDATION
 
Employer identification number

27-0578014
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
.314267% INTEREST IN JCF III PRIVATE INVESTORS, LLC $ 26,688 2024-07-31
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
YOT FULL CIRCLE FOUNDATION
 
Employer identification number

27-0578014
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
YOT FULL CIRCLE FOUNDATION
EIN:
27-0578014
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,968 3,968   0

TY 2024 GeneralExplanationAttachment
Name:
YOT FULL CIRCLE FOUNDATION
EIN:
27-0578014
Identifier Return Reference Explanation
EXPLANATION OF ACTIVITIES WITH A DISQUALIFIED PERSON FORM 990-PF, PART VI-B, QUESTIONS 1A(3) AND 1A(4) THE YOT FULL CIRCLE FOUNDATION OCCUPIES OFFICE SPACE LEASED BY GREENHILL PROPERTIES, LLC. A 50% OWNER OF GREENHILL PROPERTIES, LLC IS JOHN C. OXLEY, THE BROTHER OF MARY JANE TRITSCH, A TRUSTEE OF THE FOUNDATION. THE FOUNDATION PAID A TOTAL OF $312,512.22 TO GREENHILL PROPERTIES, LLC FOR EXPENSES ASSOCIATED WITH THE MANAGEMENT OF INVESTMENTS, BOOKKEEPING, AND THE MAKING OF GRANTS TO DONEE ORGANIZATIONS.

TY 2024 InvestmentsCorpBondsSchedule
Name:
YOT FULL CIRCLE FOUNDATION
EIN:
27-0578014
Name of Bond End of Year Book Value End of Year Fair Market Value
WARNERMEDIA HOLDINGS INC NTS B/E RATE 06.412% MATURES 03/15/26 CALLABLE (CUS 2,003 2,001
CROWN CASTLE INTL CORP CALL@MW+25BP RATE 05.800% MATURES 03/01/34 CALLABLE ( 2,100 2,039
GLOBAL PAYMENTS INC NTS CALL@MW+40BP RATE 05.400% MATURES 08/15/32 CALLABLE 3,058 3,001
LKQ CORP NTS B/E CALL@MW+45BP RATE 06.250% MATURES 06/15/33 (CUSIP:501889AF6 3,068 3,095
GNR 2011-68 KT RATE 02.5000% MATURES 09/20/40 3,083 2,886
GNR 2009-32 AB RATE 04.0000% MATURES 05/16/39 3,268 3,059
QORVO INC NTS B/E 4.375% 101529 DTD041520 FC101520 CALL@MW+50BP (CUSIP:74736 3,618 3,751
GNR 2009-92 DA RATE 04.5000% MATURES 09/16/39 3,809 3,628
MARRIOTT INTL B/E 0BP RATE 04.625% MATURES 06/15/30 CALLABLE (CUSIP:571903BE 3,903 3,924
GNR 2010-147 PD RATE 03.0000% MATURES 05/20/40 3,922 3,783
PFIZER INVT ENTER NTS CALL@MW+20BP RATE 04.650% MATURES 05/19/30 (CUSIP:7169 3,944 3,957
DICK'S SPORTING GOODS B/E RATE 03.150% MATURES 01/15/32 CALLABLE (CUSIP:2533 5,049 5,260
CROWN CASTLE INC NTS B/E CALL@MW+25BP RATE 05.600% MATURES 06/01/29 CALLABLE 5,051 5,095
VICI PROPERTIES LP NTS CALL@MW+30BP RATE 04.750% MATURES 02/15/28 (CUSIP:925 5,843 5,950
YUM! BRANDS INC B/E RATE 05.375% MATURES 04/01/32 CALLABLE (CUSIP:988498AR2) 7,890 7,748
GNR 2011-39 NK RATE 02.5000% MATURES 09/16/39 7,939 7,428
BROADCOM INC NTS B/E CALL@MW+15BP RATE 05.150% MATURES 11/15/31 CALLABLE (CU 8,017 8,056
IQVIA INC NTS B/E CALL@MW+30BP RATE 06.250% MATURES 02/01/29 (CUSIP:46266TAF 8,423 8,272
PFIZER INVT ENTER NTS CALL@MW+20BP RATE 04.750% MATURES 05/19/33 CALLABLE (C 9,680 9,686
GNR 2012-16 NJ RATE 03.0000% MATURES 05/20/39 10,499 9,726
MAGALLANES INC NTS B/E RATE 04.279% MATURES 03/15/32 CALLABLE (CUSIP:55903VB 10,545 10,578
GNR 2010-117 GQ RATE 02.6000% MATURES 09/20/40 10,624 10,215
ABBVIE INC NTS B/E RATE 02.950% MATURES 11/21/26 CALLABLE (CUSIP:00287YBV0) 12,960 13,600
CHEVRON CORP NTS B/E CALL@MW+25BP RATE 01.995% MATURES 05/11/27 CALLABLE (CU 13,570 14,179
FORD MOTOR CREDIT CO LLC B/E RATE 05.113% MATURES 05/03/29 CALLABLE (CUSIP:3 14,452 14,606
GNR 2011-129 KJ RATE 03.0000% MATURES 02/20/41 14,816 14,276
SVC CORP INTL NTS B/E CALL@MW+50BP RATE 05.125% MATURES 06/01/29 CALLABLE (C 15,140 15,480
MCDONALD'S CORP NTS B/E CALL@MW+45BP RATE 03.500% MATURES 07/01/27 CALLABLE 15,326 15,583
GNR 2011-145 QB RATE 02.0000% MATURES 11/16/41 15,714 14,540
CITIGROUP INC FIX-TO-FLT CALL@MW+26BP RATE 04.658% MATURES 05/24/28 CALLABLE 15,827 15,898
BLOCK FINANCIAL LLC B/E CALL@MW+50BP RATE 03.875% MATURES 08/15/30 CALLABLE 15,937 16,607
L BRANDS INC NTS B/E CALL@MW+50BP RATE 07.500% MATURES 06/15/29 CALLABLE (CU 16,100 16,488
GENUINE PARTS CO B/E CALL@MW+35BP RATE 06.875% MATURES 11/01/33 CALLABLE (C 16,461 16,443
QUANTA SERVICES INC B/E CALL@MW+35BP RATE 02.900% MATURES 10/01/30 CALLABLE 16,641 17,863
FORTUNE BRANDS HOME & SE 4.000% 061525 DTD061515 FC121515 CALL@MW+30BP (CUSI 16,681 16,932
AT&T INC NTS B/E CALL@MW+20BP RATE 01.650% MATURES 02/01/28 CALLABLE (CUSIP: 17,133 18,186
MORGAN STANLEY B/E CALL@MW+25BP RATE 05.424% MATURES 07/21/34 CALLABLE (CUS 17,149 20,859
FISERV INC NTS B/E CALL@MW+25BP RATE 05.625% MATURES 08/21/33 CALLABLE (CUSI 17,237 17,305
APPLE INC NTS B/E RATE 04.000% MATURES 05/10/28 CALLABLE (CUSIP:037833ET3) 17,461 17,723
MOTOROLA SOLUTIONS INC CALL@MW+35BP RATE 04.600% MATURES 05/23/29 CALLABLE ( 18,192 18,686
DISCOVERY COMMUNICATIONS 4.125% 051529 DTD052119 FC111519 CALL@MW+30BP (CUSI 18,247 18,633
FLEX LTD B/E CALL@MW+50BP RATE 04.875% MATURES 05/12/30 CALLABLE (CUSIP:3393 18,278 18,526
COMCAST CORP NTS B/E 0BP RATE 05.350% MATURES 11/15/27 CALLABLE (CUSIP:20030 18,303 18,350
DOLLAR TREE INC B/E CALL@MW+25BP RATE 04.200% MATURES 05/15/28 CALLABLE (CUS 18,321 18,476
EXPEDIA GROUP INC NTS B/E RATE 04.625% MATURES 08/01/27 CALLABLE (CUSIP:3021 18,492 18,919
MOLSON COORS BREWING CO 3.000% 071526 DTD070716 FC011517 CALL@MW+25BP (CUSIP 18,564 19,481
ALTRIA GROUP INC NTS B/E CALL@MW+35BP RATE 06.875% MATURES 11/01/33 CALLABLE 18,583 18,454
ORACLE CORP B/E 5BP RATE 06.250% MATURES 11/09/32 CALLABLE (CUSIP:68389XCJ2) 18,590 19,087
CONAGRA BRANDS INC NTS CALL@MW+25BP RATE 04.600% MATURES 11/01/25 CALLABLE ( 18,613 18,992
MICROCHIP TECHNOLOGY INC NTS B/E RATE 04.250% MATURES 09/01/25 (CUSIP:595017 18,626 18,921
TRIMBLE NAV LTD B/E 4.900% 061528 DTD061518 FC121518 CALL@MW+30BP (CUSIP:896 18,691 18,981
CDW LLC / CDW FIN CORP CALL@MW+50BP RATE 04.250% MATURES 04/01/28 (CUSIP:125 18,706 19,381
VERIZON COMM INC NTS B/E 0BP RATE 02.550% MATURES 03/21/31 CALLABLE (CUSIP:9 18,813 18,958
STEEL DYNAMICS INC NTS 5BP RATE 02.400% MATURES 06/15/25 CALLABLE (CUSIP:858 18,826 19,764
ZIMMER BIOMET HOLDINGS NTSCALL@MW+40BP RATE 03.050% MATURES 01/15/26 CALLABL 18,845 19,689
BERRY GLOB INC NTS B/E RATE 01.570% MATURES 01/15/26 CALLABLE (CUSIP:08576PA 18,884 20,266
AT&T INC NTS B/E CALL@MW+25BP RATE 02.550% MATURES 12/01/33 CALLABLE (CUSIP: 18,901 18,539
OLIN CORP B/E 0BP RATE 05.625% MATURES 08/01/29 CALLABLE (CUSIP:680665AL0) 18,920 19,445
WILLIS NORTH AMER INC 0BP RATE 05.350% MATURES 05/15/33 CALLABLE (CUSIP:9706 19,022 18,882
HCA INC NTS B/E CALL@MW+50BP RATE 05.625% MATURES 09/01/28 CALLABLE (CUSIP:4 19,040 19,252
HP INC NTS B/E RATE 04.000% MATURES 04/15/29 CALLABLE (CUSIP:40434LAK1) 19,114 19,171
ALLEGION US HLDG CO INC CALL@MW+25BP RATE 03.550% MATURES 10/01/27 CALLABLE 19,560 19,284
AMERICAN TOWER CORP NTS CALL@MW+20BP RATE 05.450% MATURES 02/15/34 CALLABLE 19,869 20,039
B A T CPTL CORP NTS B/E CALL@MW+40BP RATE 06.421% MATURES 08/02/33 CALLABLE 19,884 20,084
CSX CORP B/E CALL@MW+15BP RATE 05.200% MATURES 11/15/33 CALLABLE (CUSIP:1264 20,110 21,042
UNITED RENTALS NORTH AM 0BP RATE 04.000% MATURES 07/15/30 CALLABLE (CUSIP:91 20,153 20,935
WABTEC CORP NTS B/E CALL@MW+20BP RATE 05.611% MATURES 03/11/34 CALLABLE (CUS 20,154 19,253
TRANSDIGM INC NTS B/E CALL@MW+50BP RATE 05.500% MATURES 11/15/27 (CUSIP:8936 20,240 21,618
BROADCOM INC B/E CALL@MW+20BP RATE 04.800% MATURES 10/15/34 CALLABLE (CUSIP: 20,310 20,267
TENET HEALTHCARE CORP CALL@MW+50BP RATE 06.125% MATURES 10/01/28 (CUSIP:8803 20,378 21,959
BOYD GAMING CORP NTS B/E 0BP RATE 04.750% MATURES 12/01/27 (CUSIP:103304BU4) 20,712 21,269
SBA COMMUNICATIONS CORP 3.125% 020129 DTD080121 FC020122 CALL@MW+50BP (CUSIP 20,883 21,663
CVS HEALTH CORP NTS B/E CALL@MW+25BP RATE 05.300% MATURES 06/01/33 CALLABLE 20,893 21,095
COMCAST CORP B/E RATE 04.800% MATURES 05/15/33 CALLABLE (CUSIP:20030NEE7) 21,525 22,349
JPMORGAN CHASE & CO NTS 0BP RATE 05.299% MATURES 07/24/29 CALLABLE (CUSIP:46 21,638 22,222
JPMORGAN CHASE & CO B/E 5.350% 060134 DTD060123 FC120123 CALL@MW+25BP (CUSIP 22,706 22,010
BANK OF AMER CORP NTS CALL@MW+25BP RATE 05.819% MATURES 09/15/29 CALLABLE ( 23,400 23,572
MORGAN STANLEY NTS B/E RATE 05.050% MATURES 01/28/27 CALLABLE (CUSIP:61747YE 24,049 24,084
TRUIST FINL CORP 5.125% FIX TO FLOAT 12/15/68 24,505 24,428
GNR 2012-60 LA RATE 02.0000% MATURES 03/16/42 25,427 23,642
METLIFE INC DEP SHS PFD E 5.625%-PREFERRED 26,045 23,540
GOLDMAN SACHS GROUP 5.3% 12/29/49 26,055 24,782
US TSY INFL PROT NOTE RATE 0.1250% DUE 04/15/27 (CUSIP:91282CEJ6) 26,290 26,787
CITIGROUP INC 6.25% 12/29/2049 27,055 24,993
WELLS FARGO & CO 5.875% 27,118 24,955
FANNIE MAE NTS RATE 1.6250% MATURES 01/07/25 (CUSIP:3135G0X24) 28,791 29,990
CITIGROUP INC B/E FIX-TO-FLT RATE 07.200% MATURES 03/06/73 CALLABLE (CUSIP:1 41,605 41,512
GOLDMAN SACHS GROUP INC 7.500% 111073 DTD042324 FC111024 FIX-TO-FLOAT (CUSIP 41,705 41,807
NORTH TX TWY AUTH TAX B-1-B RV BE/R/ RATE 08.410% MATURES 02/01/30 43,260 45,967
U S TREASURY NOTE RATE 3.8750% MATURES 08/15/34 (CUSIP:91282CLF6) 49,449 47,289
SAN ATONIO TX WTR SYST TAX RV BE/R/ RATE 05.920% MATURES 05/15/40 49,475 50,930
CONNECTICUT ST FOR ISSUE TAX D-BUI BE/R/ RATE 05.090% MATURES 10/01/30 49,775 49,882
NEW YORK NY FISCAL TAX C-1 BE/R/ RATE 05.517% MATURES 10/01/37 50,186 49,611
BHP BILLITON FIN LTD NTS CALL@MW+15BP RATE 05.250% MATURES 09/08/30 CALLABLE 55,600 56,888
CHENIERE ENERGY PARTNERS CALL@MW+50BP RATE 04.500% MATURES 10/01/29 CALLABLE 72,818 77,454
ORACLE CORP B/E 5BP RATE 06.250% MATURES 11/09/32 CALLABLE (CUSIP:68389XCJ2) 72,990 74,227
JPMORGAN CHASE & CO NTS B/E RATE 03.625% MATURES 12/01/27 (CUSIP:46625HRX0) 73,338 75,780
T-MOBILE USA INC B/E CALL@MW+50BP RATE 03.500% MATURES 04/15/31 CALLABLE (CU 73,355 76,247
SOUTHERN CAL EDISON NTS CALL@MW+25BP RATE 05.850% MATURES 11/01/27 CALLABLE 73,388 74,033
TRUIST FINL CORP B/E T CALL@MW+25BP RATE 05.122% MATURES 01/26/34 CALLABLE ( 73,437 73,864
BROADCOM INC NTS B/E CALL@MW+50BP RATE 04.300% MATURES 11/15/32 CALLABLE (CU 73,511 77,356
INTEL CORP NTS B/E 5BP RATE 04.875% MATURES 02/10/26 (CUSIP:458140CD0) 73,570 74,014
JOHN DEERE CAPITAL CORP MED TERM NTS RATE 04.800% MATURES 01/09/26 (CUSIP:24 73,995 74,208
GOLDMAN SACHS GROUP INC CALL@MW+25BP RATE 03.850% MATURES 01/26/27 CALLABLE 74,028 76,548
PACIFIC GAS & ELEC CO B/E RATE 04.550% MATURES 07/01/30 CALLABLE (CUSIP:6943 74,143 79,361
CENTENE CORP B/E CALL@MW+50BP RATE 02.500% MATURES 03/01/31 CALLABLE (CUSIP: 74,245 77,748
SUMITOMO MITSUI FINL GRP B/E RATE 03.784% MATURES 03/09/26 (CUSIP:86562MAC4) 74,622 77,201
MITSUBISHI UFJ FINL GROUP INC RATE 03.677% MATURES 02/22/27 (CUSIP:606822AN4 74,721 76,374
MORGAN STANLEY NTS B/E RATE 05.123% MATURES 02/01/29 CALLABLE (CUSIP:61747YF 74,848 76,211
CITIGROUP INC NTS B/E CALL@MW+18BP RATE 03.070% MATURES 02/24/28 CALLABLE (C 74,866 78,848
WELLS FARGO & CO CALL@MW+25BP RATE 04.150% MATURES 01/24/29 (CUSIP:95000U2D4 74,907 75,615
COMCAST CORP B/E RATE 04.800% MATURES 05/15/33 CALLABLE (CUSIP:20030NEE7) 76,584 75,792
PAYPAL HOLDINGS INC NTS CALL@MW+20BP RATE 02.850% MATURES 10/01/29 CALLABLE 79,305 80,445
U S TREASURY NOTE RATE 3.6250% MATURES 09/30/31 (CUSIP:91282CLM1) 85,474 82,667
GOLDMAN SACHS CAP II PERP GTD RATE 05.528% MATURES 12/29/49 (CUSIP:381427AA1 93,610 101,110
CHARLES SCHWAB CORP B/E FIX-TO-FLOAT RATE 05.000% MATURES 03/04/71 94,985 97,076
U S TREASURY NOTE RATE 4.3750% MATURES 07/15/27 (CUSIP:91282CKZ3) 95,210 95,234
ONEOK INC SENIOR NTS CALL@M/W+25BP RATE 06.000% MATURES 06/15/3 95,682 102,390
CONOCOPHILLIPS CO B/E 4.150% 1 97,684 91,268
UTILITIES SECTOR SPDR FUND ETF 98,665 227,070
HCP INC CALL@MW+25BP B/E RATE 03.400% MATURES 02/01/25 99,274 99,852
HARTFORD FINCL SERVICES CLL M/WT+BP NTS RATE 05.950% MATURES 10/15/36 99,412 102,842
WILLIAMS PARTNERS LP NTS CALL@MW+30BP RATE 04.000% MATURES 09/15/2 102,676 99,488
U S TREASURY NOTE RATE 3.5000% MATURES 09/30/26 (CUSIP:91282CLP4) 104,151 103,671
CITIGROUP INC B/E FIX-TO-FLOAT RATE 07.625% MATURES 02/15/73 CALLABLE (CUSIP 104,455 104,183
U S TREASURY NOTE RATE 3.5000% MATURES 09/30/29 (CUSIP:91282CLN9) 118,177 115,448
ILLINOIS ST GO PENSION 2003 TAXABLE BE/R/ RATE 05.100% MATURES 06/01/33 121,899 120,626
VANGUARD DIVID APPRECIATION ETF 153,681 636,448
BANK OF NEW YORK MELLON 4.625% 9/20/26 234,780 244,343
INTL BUSINESS MACH CORP DEB M W T +12.5 RATE 07.000% MATURES 10/30/25 245,313 254,863

TY 2024 InvestmentsCorpStockSchedule
Name:
YOT FULL CIRCLE FOUNDATION
EIN:
27-0578014
Name of Stock End of Year Book Value End of Year Fair Market Value
LUKOIL PJSC SPON ADR 6,235 0
ROYAL CARIBBEAN GROUP 7,047 18,455
TOKYO ELECTRON LTD ADR 11,107 16,381
OREILLY AUTOMOTIVE INC 11,366 23,716
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 14,855 31,203
NETFLIX INC 15,829 39,218
RESMED INC 17,701 16,923
TEXAS INSTRUMENTS INC 19,248 35,439
AIR LIQUIDE ADR FRANCE ADR 19,572 24,317
VISTRA CORP 19,851 161,859
DBS GROUP HLDGS LTD. SPON ADR 20,275 45,838
UNITEDHEALTH GROUP INC 20,493 63,738
SAP SE SPON ADR 21,427 42,348
VERISIGN INC 21,765 22,973
DISCOVER FINANCIAL SERVICE 22,431 45,213
BOOKING HOLDINGS INC 23,842 44,716
MONOTARO CO LTD UNSPONSORED ADR 23,873 37,699
NINTENDO LTD ADR NEW JAPAN ADR 25,098 34,073
ALLSTATE CORP PFD H 5.1%-PREFERRED 25,915 21,880
ALTRIA GROUP INC 25,919 32,420
WELLS FARGO CO NEW 5.625% PF Y-PREFERRED 26,216 24,500
MORGAN STANLEY DEP SHS ADJ RATE-PREFERRED 26,745 25,190
APOLLO GLOBAL MGT LLC 27,088 224,452
SCHLUMBERGER LTD NETHERLANDS ANTILLES 27,129 25,381
UCB SA ADR 27,215 47,151
LVMH MOET HENNESSY LOUIS ADR 27,591 26,269
TEMENOS AG SPON ADR 27,686 26,526
LAMAR ADVERTISING CO NEW CL A 28,009 42,122
VERIZON COMMUNICATIONS INC 28,027 25,834
LONDON STK EXCHANGE UNSPONSORED ADR 28,644 37,225
BUNZL PLC NEW SPON ADR 29,072 34,088
MERCK KGAA SPON ADR 29,075 30,147
AIRBUS SE UNSPONSORED ADR 29,486 40,154
NOVARTIS AG SPON ADR 29,750 31,237
UNITED RENTALS INC 30,374 56,355
HALEON PLC SPON ADR 30,937 36,662
TERUMO CORP ADR 30,985 40,326
BANK IRELAND GROUP PLC UNSPONSORED ADR 31,196 30,588
EVERGY INC 31,276 29,175
CAPGEMINI S E UNSPONSORED ADR 31,329 40,380
SINGAPORE TELECOM LTD NEW 2006SPON ADR 31,621 37,512
MITSUBISHI ESTATE LTD ADR ADR 32,102 36,764
CONSTELLATION ENERGY CORPORATION 32,169 82,773
MICROSOFT CORP 32,458 46,787
INFINEON TECHNOLOGIES ADR 32,886 29,317
KNORR-BREMSE UNSPONSRED ADR 32,931 37,364
PUMA SE UNSPONSORED ADR 33,613 23,307
CSX CORP 34,070 49,534
EMERSON ELECTRIC CO 34,200 66,055
EXXON MOBIL CORP 34,209 43,673
SSE PLC SPON ADR 34,654 31,410
SS&C TECHNOLOGIES HOLDINGS 34,696 39,254
KERRY GROUP PLC SPON ADR 34,953 36,778
EATSON CORP PLC 35,016 41,484
AIA GROUP LTD SPON ADR 35,636 24,266
THALES UNSPONSORD ADR 35,695 30,941
BARRY CALLEBAUT AG UNSP ADR 35,696 26,976
CBOE GLOBAL MARKETS INC 35,818 33,218
DR ING H C F PORSCHE AG UNSPONSORED ADR 36,163 26,232
EPIROC AKTIEBOLAG ADR 36,446 31,387
ICON PLC EUR 36,610 35,441
DAIFUKU CO LTD ADR 36,860 33,484
NESTLE S A SPONSORED ADR REPSTG REG SHS SWITZ ADR 36,981 25,490
JULIUS BAER GROUP LTD ADR 37,513 39,851
JPMORGAN CHASE & CO 37,548 101,637
ISHARES SILVER TRUST ETF 38,177 39,495
CORTEVA INC 38,183 55,536
SLB 38,537 30,020
SIEMENS A G SPON ADR 38,974 42,926
CNH INDL NV EUR 39,113 39,383
BLACKSTONE GROUP LP 39,290 278,976
EQUINOR ASA SPON ADR 39,717 29,257
S&P GLOBAL INC 40,285 91,139
SANTOS LTD SPON ADR 40,459 28,357
GILEAD SCIENCES INC 40,963 46,739
MICROSOFT CORPORATION 41,759 489,783
FERGUSON PLC 41,856 39,574
RWE AG ADR 42,442 29,666
SPDR GOLD SHARES ETF 42,806 60,533
BAKER HUGHES COMPANY 43,469 57,182
TOTALENERGIES SE SPON ADR 44,785 36,461
ING GROEP N V NL SPON ADR 44,906 60,471
HUBBELL INC 45,242 60,739
BARCLAYS PLC ADR 45,394 62,596
MOLSON COORS BEVERAGE COMPANY 45,428 41,156
CONOCOPHILLIPS 45,434 42,445
PUBLIC STORAGE INC REIT 45,698 64,679
INTERTEK GROUP PLC ADR 45,735 36,350
COLGATE - PALMOLIVE CO. 45,813 41,091
KBC GROUP NV ADR 46,013 51,992
NIDEC CORP ADR 46,992 31,907
BRISTOL-MYERS SQUIBB CO 48,676 53,675
KB FINL GROUP INC SPON ADR 49,834 66,402
PROCTER & GAMBLE CO 49,927 79,634
PROCTER & GAMBLE CO 50,099 119,702
ROCHE HLDG LTD SPONS ADR SWITZADR 50,180 48,972
KKR & CO LP 50,228 319,486
ZOETIS INC 50,414 44,643
ISHARES MSCI EUROPE 50,545 66,125
KROGER CO 51,878 63,902
DAITO TRUST CONS SPON ADR 53,291 53,167
AMAZON.COM INC 54,367 137,777
SONY GROUP CORP SPONSORED ADR 56,880 60,518
CME GROUP INC 57,905 62,005
DIAGEO PLC NEW GB SPON ADR 58,113 42,207
CAPITAL ONE FINANCIAL CORP 58,536 87,733
UNILEVER PLC AMER SHS NEW SPONADR 58,960 60,045
EMCOR GROUP INC 59,194 72,624
MARATHON PETROLEUM CORP 61,011 55,521
CARDINAL HEALTH INC 61,644 65,758
ALLSTATE CORP 61,997 70,561
REXEL SA UNSPONSORED ADR 62,085 68,484
ONEOK INC NEW 62,464 150,600
BANKINTER SA SPON ADR 63,813 76,448
BIOGEN INC 64,165 34,254
MICROSOFT CORP 65,013 83,457
BAE SYSTEMS PLC SPON ADR 65,366 72,022
ELEVANCE HEALTH INC 66,290 50,908
APPLE INC COM 66,923 118,699
KINDER MORGAN INC 67,584 105,654
TEXTRON INC 69,804 68,765
BROADCOM INC 70,454 190,109
VERIZON COMMUNICATIONS INC 70,868 72,102
KINDER MORGAN INC 71,059 54,800
ABBVIE INC COM 72,937 87,428
FLUTTER ENTMT PLC ADR 73,010 112,684
AT &T INC 73,661 87,050
WILLIAMS COS INC (DEL) 74,335 81,180
LENOVO GROUP LTD SPON ADR 79,941 92,005
GRUPO FINANCIERO BANORTE SPON ADR 80,729 62,049
NVIDIA CORP 80,870 205,464
ABBVIE INC 80,914 224,791
BERKSHIRE HATHAWAY INC-CL B 81,001 134,171
KEURIG DR PEPPER INC 81,652 82,324
TAPESTRY INC 82,487 147,646
HONDA MOTOR CO ADR JAPAN ADR 82,722 73,545
SYNCHRONY FINANCIAL 83,450 173,160
KOMATSU LTD SPON ADR NEW 83,608 79,064
UNITEDHEALTH GROUP INC 84,454 81,443
AMER ELECTRIC POWER CO 86,020 90,478
AMERICAN ELECTRIC POWER CO 86,452 170,257
ENTERGY CORP 88,382 215,935
JOHNSON & JOHNSON 88,827 83,301
ALPHABET INC CL A 89,375 91,053
SOUTHSTATE CORP 93,522 83,265
CONSUMERS STAPLES SELECT SECTOR SPDR FUND ETF 93,617 105,180
ABBVIE 95,503 104,310
GOLDMAN SACHS GROUP INC 96,574 159,188
FIRST ENERGY CORP 97,331 97,461
PUBLICIS GROUPE S.A. NEW SPON ADR 98,025 134,666
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 98,476 165,299
VALE SA-SP SPON ADR 99,919 78,056
OGE ENERGY CORP 100,388 107,250
SOUTHERN CO 100,648 123,480
ADOBE INC. (DELAWARE) 101,246 105,389
BRISTOL-MYERS SQUIBB COMPANY CO 101,697 99,206
NISOURCE INC 102,744 141,085
VANECK GOLD MINERS ETF 103,110 101,730
EDISON INTL 103,516 135,169
ISHARES U.S TELECOMMUNICATIONSETF 103,902 105,496
WELLS FARGO & COMPANY 105,847 168,716
HONEYWELL INTL INC 106,921 104,587
META PLATFORMS INC CL A 108,366 156,331
MASTERCARD INC CL A 109,292 158,498
ROYAL CARIBBEAN CRUISES LTD LIBERIA ORD 109,738 210,389
AT&T CORPORATION 111,327 97,911
GLAXO WELLCOME PLC SPON ADR 111,750 99,600
VISA INC CL A 112,350 158,652
WESTERN ALLIANCE BANCORP 117,613 113,280
ONEOK INC NEW 117,734 104,918
MGIC INVESTMENT CORP 118,868 121,917
COSTCO WHOLESALE CORP 120,692 209,826
CONSTELLATION ENERGY 121,589 104,473
DUKE ENERGY 122,983 170,229
JPMORGAN CHASE & CO 127,220 211,424
PHILIP MORRIS INTL INC 128,807 142,254
WILLIAMS COS INC (DEL) 130,426 211,934
BANKAMERICA CORPORATION 130,464 297,146
AMAZON.COM INC 130,470 210,395
ALPHABET INC CL C 130,729 208,532
'CISCO SYSTEMS, INC. ' 134,556 252,251
TECHNOLOGY SELECT SECTOR SPDR ETF 135,093 209,268
CARDINAL HEALTH INC 135,773 157,772
WALMART INC 136,215 210,244
SALESFORCE, INC. 137,058 211,297
APPLE INC 138,262 209,351
COMM SERVICES SELECT SECTOR SPDR ETF 140,655 210,562
INDUSTRIAL SELECT SECTOR SPDR FUND ETF 141,662 211,475
MERCK & CO., INC. 143,308 192,991
CROWDSTRIKE HLDGS INC CL A 144,134 207,349
MORGAN STANLEY 146,330 212,215
DUKE ENERGY CORP NEW 147,589 157,947
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND ETF 148,592 209,319
ABBOTT LABS 149,482 157,336
MICROSOFT CORP 153,757 209,064
AMER ELECTRIC POWER CO 153,940 158,728
CITIGROUP INC 157,864 211,311
BANK OF AMER CORP 158,343 211,487
CITIGROUP 163,006 169,992
TOLL BROTHERS INC 167,036 212,730
ISHARES HIGH DIVIDEND ETF 168,436 228,337
VANGUARD FTSE EMERGING MARKETSETF 174,245 176,160
HOME DEPOT INC 175,527 210,444
MONDELEZ INTL INC 178,548 157,926
ABBVIE INC COM 180,854 212,174
BROOKFIELD RENEWABLE COR CAD 182,056 171,271
CVS CAREMARK CORP 182,931 116,130
LILLY ELI & CO 184,427 209,984
HEALTH CARE SELECT SECTOR SPDRFUND ETF 188,789 211,170
ALGONQUIN POWER &AND UTILITIES CO 191,447 139,285
UTILITIES SECTOR SPDR FUND ETF 191,823 211,629
PROCTER & GAMBLE CO 192,325 210,736
ENERGY SELECT SECTOR SPDR FUNDETF 193,661 213,979
LOCKHEED MARTIN CORP 200,073 211,384
VERIZON COMMUNICATIONS INC. 201,096 171,397
FINANCIAL SELECT SECTOR SPDR FUND ETF 204,906 316,996
NEXTERA ENERGY INC COM 206,652 211,772
RTX CORP 211,648 264,073
AES CORP 213,677 209,073
AMGEN INC 213,912 210,597
PEPSICO INC 219,758 210,755
MERCK & CO INC COM 221,894 212,489
CHEVRON CORP 223,218 213,204
BOEING COMPANY 223,534 213,816
ADVANCED MICRO DEVICES INC 229,205 206,551
MATERIALS SELECT SECTOR SPDR TRUST ETF 230,554 264,031
SCHLUMBERGER LTD. 250,308 147,762
DOMINION ENERGY INC 250,975 220,180
VANGUARD INDEX FUNDS SMALL-CAP ETF 282,524 618,481
VANGUARD DIVIDEND APP ETF 335,709 764,716
ALPS ETF TRUST ALERIAN MLP ETF 337,705 377,285
NEXTERA ENERGY 451,059 410,784

TY 2024 InvestmentsOtherSchedule2
Name:
YOT FULL CIRCLE FOUNDATION
EIN:
27-0578014
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
UBS INSURED SWEEP PROGRAM AT COST 24,239 24,239
UBS INSURED SWEEP PROGRAM AT COST 25,199 25,199
JC FLOWERS III PRIVATE INVESTORS AT COST 27,068 28,625
CASH-CAVANAL HILL GOVT SEC MMKT-SEL #0084 AT COST 34,260 34,260
UBS INSURED SWEEP PROGRAM AT COST 54,207 54,207
UBS INSURED SWEEP PRGM AT COST 95,568 95,568
VANGUARD REIT VIPERS MUTUAL FD AT COST 106,206 288,441
UBS INSURED SWEEP PROGRAM AT COST 115,483 115,483
UBS INSURED SWEEP PROGRAM AT COST 168,112 168,112

TY 2024 OtherDecreasesSchedule
Name:
YOT FULL CIRCLE FOUNDATION
EIN:
27-0578014
Description Amount
PRIOR PERIOD ADJUSTMENT TO COST BASIS 7,316


TY 2024 OtherExpensesSchedule
Name:
YOT FULL CIRCLE FOUNDATION
EIN:
27-0578014
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OVERHEAD EXPENSE 273,900 136,950   136,950
MISCELLANEOUS EXPENSE 5,134 2,567   2,567
OFFICE EXPENSE 8,168 4,084   4,084
NONDEDUCTIBLE CONTRIBUTIONS 1,660 0   0


TY 2024 OtherIncomeSchedule2
Name:
YOT FULL CIRCLE FOUNDATION
EIN:
27-0578014
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME -516 -516 -516


TY 2024 OtherLiabilitiesSchedule
Name:
YOT FULL CIRCLE FOUNDATION
EIN:
27-0578014
Description Beginning of Year - Book Value End of Year - Book Value
FEDERAL TAX LIABILITIES 0 482


TY 2024 OtherProfessionalFeesSchedule
Name:
YOT FULL CIRCLE FOUNDATION
EIN:
27-0578014
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT SERVICES 181,890 181,890   0


TY 2024 TaxesSchedule
Name:
YOT FULL CIRCLE FOUNDATION
EIN:
27-0578014
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 53,112 0   0
FOREIGN TAX 21,523 21,523   0