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
BROUSSARD CHARITABLE FOUNDATION TR
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 630858
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CINCINNATI, OH452630858
A Employer identification number

35-6634227
B Telephone number (see instructions)

(513) 534-5310
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$24,303,198J 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... 524,744 418,321  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 908,183
b Gross sales price for all assets on line 6a 2,292,059
7 Capital gain net income (from Part IV, line 2)... 908,183
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
207,064    
12 Total. Add lines 1 through 11........ 1,639,991 1,326,504  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 56,216 47,783   8,432
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).......        
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
74,797 1,797   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
22      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 131,035 49,580 0 8,432
25 Contributions, gifts, grants paid....... 1,101,000 1,101,000
26 Total expenses and disbursements. Add lines 24 and 25 1,232,035 49,580 0 1,109,432
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 407,956
b Net investment income (if negative, enter -0-) 1,276,924
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............. -749 2 2
2 Savings and temporary cash investments......... 735,520 760,110 760,110
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) 229,177    
b Investments—corporate stock (attach schedule)....... 4,365,578 Click to see attachment
List of Attached Documents:
// Content
4,998,642 		14,184,873
c Investments—corporate bonds (attach schedule)....... 3,400,383 Click to see attachment
List of Attached Documents:
// Content
3,251,449 		3,312,142
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).......... 3,354,937 Click to see attachment
List of Attached Documents:
// Content
3,354,092 		4,889,671
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
49,397 		Click to see attachment
List of Attached Documents:
// Content
49,397 		Click to see attachment
List of Attached Documents:
// Content
1,156,400
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,134,243 12,413,692 24,303,198
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........ 12,134,243 12,413,692
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)..... 12,134,243 12,413,692
30 Total liabilities and net assets/fund balances (see instructions). 12,134,243 12,413,692
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
12,134,243
2
Enter amount from Part I, line 27a .....................
2
407,956
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
71,306
4
Add lines 1, 2, and 3 ..........................
4
12,613,505
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
199,813
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,413,692
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 3.86 GOV NATL MTG ASSN POOL #536334 7.5% DUE 10/15/30 [MBS]   2000-10-25 2024-01-15
b 40.22 GN 004169 06/01/08 5.500 06/20/38 [MBS]   2008-07-15 2024-01-20
c 22.13 FN 255770 06/01/05 5.500 07/01/35 [MBS]   2006-01-05 2024-01-25
d 200000. INTERNATIONAL BUSINESS MACHS 02/11/14 3.625 02/12/24   2018-01-18 2024-02-12
e 3.88 GOV NATL MTG ASSN POOL #536334 7.5% DUE 10/15/30 [MBS]   2000-10-25 2024-02-15
28.53 GN 004169 06/01/08 5.500 06/20/38 [MBS]   2008-07-15 2024-02-20
15.8 FN 255770 06/01/05 5.500 07/01/35 [MBS]   2006-01-05 2024-02-25
3.91 GOV NATL MTG ASSN POOL #536334 7.5% DUE 10/15/30 [MBS]   2000-10-25 2024-03-15
22.63 GN 004169 06/01/08 5.500 06/20/38 [MBS]   2008-07-15 2024-03-20
21.21 FN 255770 06/01/05 5.500 07/01/35 [MBS]   2006-01-05 2024-03-25
100000. MASTERCARD INC NT 03/31/14 3.375 04/01/24   2017-01-10 2024-04-01
3.94 GOV NATL MTG ASSN POOL #536334 7.5% DUE 10/15/30 [MBS]   2000-10-25 2024-04-15
22.15 GN 004169 06/01/08 5.500 06/20/38 [MBS]   2008-07-15 2024-04-20
41.41 FN 255770 06/01/05 5.500 07/01/35 [MBS]   2006-01-05 2024-04-25
100000. APPLE INC SR GLBL NT 05/06/14 3.450 05/06/24   2016-10-26 2024-05-06
3.96 GOV NATL MTG ASSN POOL #536334 7.5% DUE 10/15/30 [MBS]   2000-10-25 2024-05-15
48.21 GN 004169 06/01/08 5.500 06/20/38 [MBS]   2008-07-15 2024-05-20
18.01 FN 255770 06/01/05 5.500 07/01/35 [MBS]   2006-01-05 2024-05-25
3.99 GOV NATL MTG ASSN POOL #536334 7.5% DUE 10/15/30 [MBS]   2000-10-25 2024-06-15
31.3 GN 004169 06/01/08 5.500 06/20/38 [MBS]   2008-07-15 2024-06-20
23.87 FN 255770 06/01/05 5.500 07/01/35 [MBS]   2006-01-05 2024-06-25
4.01 GOV NATL MTG ASSN POOL #536334 7.5% DUE 10/15/30 [MBS]   2000-10-25 2024-07-15
36.26 GN 004169 06/01/08 5.500 06/20/38 [MBS]   2008-07-15 2024-07-20
1050. BROADCOM INC   2017-12-26 2024-07-23
69. NEXTERA ENERGY INC   2011-12-19 2024-07-23
3450. NVIDIA CORP   2022-10-17 2024-07-23
381. VERALTO CORP   2018-10-26 2024-07-23
16.23 FN 255770 06/01/05 5.500 07/01/35 [MBS]   2006-01-05 2024-07-25
4135. SCHWAB US TIPS ETF   2017-09-28 2024-07-29
461. JOHNSON & JOHNSON   2011-12-19 2024-07-31
200. JOHNSON & JOHNSON   1992-07-10 2024-07-31
750. MERCK & CO INC   2022-10-17 2024-07-31
4.04 GOV NATL MTG ASSN POOL #536334 7.5% DUE 10/15/30 [MBS]   2000-10-25 2024-08-15
36.23 GN 004169 06/01/08 5.500 06/20/38 [MBS]   2008-07-15 2024-08-20
29.53 FN 255770 06/01/05 5.500 07/01/35 [MBS]   2006-01-05 2024-08-25
100000. TORONTO DOMINION BK 09/15/22 4.285 09/13/24   2022-10-17 2024-09-13
4.07 GOV NATL MTG ASSN POOL #536334 7.5% DUE 10/15/30 [MBS]   2000-10-25 2024-09-15
31.3 GN 004169 06/01/08 5.500 06/20/38 [MBS]   2008-07-15 2024-09-20
59.45 FN 255770 06/01/05 5.500 07/01/35 [MBS]   2006-01-05 2024-09-25
4.1 GOV NATL MTG ASSN POOL #536334 7.5% DUE 10/15/30 [MBS]   2000-10-25 2024-10-15
27.28 GN 004169 06/01/08 5.500 06/20/38 [MBS]   2008-07-15 2024-10-20
1250. MERCK & CO INC   2022-10-17 2024-10-22
65.73 FN 255770 06/01/05 5.500 07/01/35 [MBS]   2006-01-05 2024-10-25
4.12 GOV NATL MTG ASSN POOL #536334 7.5% DUE 10/15/30 [MBS]   2000-10-25 2024-11-15
46.62 GN 004169 06/01/08 5.500 06/20/38 [MBS]   2008-07-15 2024-11-20
43.5 FN 255770 06/01/05 5.500 07/01/35 [MBS]   2006-01-05 2024-11-25
320. CHEVRONTEXACO CORP   2022-10-17 2024-12-03
270. CHEVRONTEXACO CORP   2019-07-09 2024-12-03
260. CHEVRONTEXACO CORP   2011-12-19 2024-12-03
500. CHEVRONTEXACO CORP   2009-08-24 2024-12-03
1000. HONEYWELL INTL INC   2022-10-17 2024-12-03
1000. NVIDIA CORP   2022-10-17 2024-12-03
4.15 GOV NATL MTG ASSN POOL #536334 7.5% DUE 10/15/30 [MBS]   2000-10-25 2024-12-15
33.95 GN 004169 06/01/08 5.500 06/20/38 [MBS]   2008-07-15 2024-12-20
. WELLS FARGO COMPANY     2024-12-20
37.11 FN 255770 06/01/05 5.500 07/01/35 [MBS]   2006-01-05 2024-12-25
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 4   4  
b 40   40  
c 22   22  
d 200,000   207,532 -7,532
e 4   4  
29   28 1
16   16  
4   4  
23   23  
21   21  
100,000   103,820 -3,820
4   4  
22   22  
41   41  
100,000   107,672 -7,672
4   4  
48   48  
18   18  
4   4  
31   31  
24   24  
4   4  
36   36  
167,964   27,013 140,951
4,995   993 4,002
423,303   41,041 382,262
37,672   12,969 24,703
16   16  
216,482   229,177 -12,695
73,076   29,287 43,789
31,703   2,349 29,354
84,793   70,470 14,323
4   4  
36   36  
30   29 1
100,000   98,314 1,686
4   4  
31   31  
59   59  
4   4  
27   27  
133,347   117,450 15,897
66   65 1
4   4  
47   46 1
44   43 1
51,880   51,763 117
43,774   33,320 10,454
42,153   25,927 16,226
81,063   35,372 45,691
224,914   176,670 48,244
138,736   11,896 126,840
4   4  
34   34  
420     420
37   37  
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
      34,938
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        
b        
c        
d       -7,532
e        
      1
       
       
       
       
      -3,820
       
       
       
      -7,672
       
       
       
       
       
       
       
       
      140,951
      4,002
      382,262
      24,703
       
      -12,695
      43,789
      29,354
      14,323
       
       
      1
      1,686
       
       
       
       
       
      15,897
      1
       
      1
      1
      117
      10,454
      16,226
      45,691
      48,244
      126,840
       
       
      420
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 908,183
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 17,749
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 17,749
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 17,749
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 18,484
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 18,484
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 10 735
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow735 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowIN
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFIFTH THIRD BANK NA Telephone no.right arrow (812) 456-3215

Located atright arrowPO BOX 719EVANSVILLEIN ZIP+4right arrow477050719
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
FIFTH THIRD BANK N A TRUSTEE
1 		56,216    
PO BOX 719
EVANSVILLE,IN477050719
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
21,302,240
b
Average of monthly cash balances.......................
1b
1,023,431
c
Fair market value of all other assets (see instructions)................
1c
1,156,400
d
Total (add lines 1a, b, and c).........................
1d
23,482,071
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
23,482,071
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
352,231
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
23,129,840
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,156,492
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
1,156,492
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
17,749
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
17,749
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,138,743
4
Recoveries of amounts treated as qualifying distributions................
4
32,000
5
Add lines 3 and 4............................
5
1,170,743
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
1,170,743
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
1,109,432
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
1,109,432
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 1,170,743
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 224,325
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,109,432
a Applied to 2023, but not more than line 2a 224,325
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..... 885,107
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 .......... 		285,636
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).)
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

CITY OF NEW IBERIA

457 E MAIN ST STE 300
NEW IBERIA,LA70560 		NONE GOV PROJECT/PROGRAM SUPPORT 5,000

TECHE PROJECT

PO BOX 165
ARNAUDVILLE,LA70512 		NONE PC PROJECT/PROGRAM SUPPORT 1,000

STEPHEN SILLER TUNNEL TO TOWERS
FOUNDATION
2361 HYLAN BLVD
STATEN ISLAND,NY103063100 		NONE PC PROJECT/PROGRAM SUPPORT 10,000

USEA FOUNDATION

525 OLD WATERFORD RD NW
LEESBURG,VA20176 		NONE PC PROJECT/PROGRAM SUPPORT 100,000

DOCTORS WITHOUT BORDERS USA INC

40 RECTOR ST 16TH FL
NEW YORK,NY10006 		NONE PC PROJECT/PROGRAM SUPPORT 5,000

BREAST CANCER RESEARCH FOUNDATION INC

28 W 44TH ST STE 609
NEW YORK,NY100367422 		NONE PC PROJECT/PROGRAM SUPPORT 5,000

WHITEFISH LEGACY PARTNERS

PO BOX 1895
WHITEFISH,MT599371895 		NONE PC PROJECT/PROGRAM SUPPORT 305,000

REWILD

PO BOX 129
AUSTIN,TX787670129 		NONE PC PROJECT/PROGRAM SUPPORT 5,000

FLATHEAD VALLEY ROLLER DERBY

PO BOX 2967
KALISPELL,MT599032967 		NONE PC PROJECT/PROGRAM SUPPORT 9,000

SHEPARD'S HAND FREE CLINIC

5150 RIVER LAKES PKWY
WHITEFISH,MT59937 		NONE PC PROJECT/PROGRAM SUPPORT 10,000

DIAN FOSSEY GORILLA FUND INTL

800 CHEROKEE AVE SE
ATLANTA,GA303151470 		NONE PC PROJECT/PROGRAM SUPPORT 5,000

AMERICAN HORSE TRIALS FOUNDATION

363 N LOOMIS ST
SOUTHWICK,MA01077 		NONE PC PROJECT/PROGRAM SUPPORT 200,000

DAVIDSON COLLEGE

209 RIDGE RD BOX 5000
DAVIDSON,NC28035 		NONE PC PROJECT/PROGRAM SUPPORT 50,000

APALACHICOLA BAY & RIVERKEEPER INC

PO BOX 8
APALACHICOLA,FL32329 		NONE PC PROJECT/PROGRAM SUPPORT 5,000

MAT-SU VALLEY INTERFAITH HOSPITALITY
NETWORK
PO BOX 870587
WASILLA,AR996870587 		NONE PC PROJECT/PROGRAM SUPPORT 5,000

TULANE UNIVERSITY EDUCATIONAL FUND

6823 ST CHARLES AVE
NEW ORLEANS,LA701185665 		NONE PC PROJECT/PROGRAM SUPPORT 25,000

IBERIA HUMANE SOCIETY INC
DBA ANGEL PAWS ADOPTION CENTER
1314 TROY RD
NEW IBERIA,LA70563 		NONE PC PROJECT/PROGRAM SUPPORT 3,000

ST FRANCIS DINER INC

P O BOX 9106
NEW IBERIA,LA705629106 		NONE PC PROJECT/PROGRAM SUPPORT 3,000

NEW IBERIA MUSEUM FOUNDATION

131 E MAIN ST
NEW IBERIA,LA70560 		NONE PC PROJECT/PROGRAM SUPPORT 4,000

HIGHLAND BAPTIST CHRISTIAN SCHOOL

708 ANGERS ST
NEW IBERIA,LA705631936 		NONE PC PROJECT/PROGRAM SUPPORT 2,000

IBERIA PERFORMING ARTS LEAGUE INC

PO BOX 14105
NEW IBERIA,LA705624105 		NONE PC PROJECT/PROGRAM SUPPORT 2,000

NORTHWEST MONTANA UNITED WAY

1203 US HWY 2 W STE 52
KALISPELL,MT59901 		NONE PC PROJECT/PROGRAM SUPPORT 10,000

INTERMOUNTAIN PLANNED PARENTHOOD INC

1643 LEWIS AVE STE 211
BILLINGS,MT591024151 		NONE PC PROJECT/PROGRAM SUPPORT 25,000

FLATHEAD VALLEY COMMUNITY COLLEGE
FOUNDATION INC
777 GRANDVIEW DR
KALISPELL,MT59901 		NONE PC PROJECT/PROGRAM SUPPORT 115,000

FLATHEAD FOOD BANK INC

1203 US HWY 2 W STE 2
KALISPELL,MT599013465 		NONE PC PROJECT/PROGRAM SUPPORT 5,000

GLACIER SYMPHONY AND CHORALE INC

PO BOX 2491
KALISPELL,MT59903 		NONE PC PROJECT/PROGRAM SUPPORT 10,000

SAMARITAN HOUSE INC

PO BOX 592
KALISPELL,MT599030592 		NONE PC PROJECT/PROGRAM SUPPORT 9,000

HUMANE SOCIETY OF NW MONTANA

PO BOX 221
KALISPELL,MT599030221 		NONE PC PROJECT/PROGRAM SUPPORT 5,000

WHITEFISH COMMUNITY FOUNDATION

PO BOX 1060
WHITEFISH,MT59937 		NONE PC PROJECT/PROGRAM SUPPORT 16,000

FLATHEAD COUNTY ANIMAL SHELTER

225 CEMETERY RD
KALISPELL,MT59901 		NONE PC PROJECT/PROGRAM SUPPORT 10,000

MONTANA 4 H FOUNDATION INC

1108 S MAIN ST STE 4
KALISPELL,MT599015681 		NONE PC PROJECT/PROGRAM SUPPORT 10,000

A RAY OF HOPE

P O BOX 5407
KALISPELL,MT599035407 		NONE PC PROJECT/PROGRAM SUPPORT 5,000

WASTELESS SOLUTIONS INC

141 E 5600 S
MURRAY,UT841076180 		NONE PC PROJECT/PROGRAM SUPPORT 10,000

FLATHEAD WARMING CENTER INC

PO BOX 7142
KALISPELL,MT599040142 		NONE PC PROJECT/PROGRAM SUPPORT 10,000

COWBOY AND ROUSSEAU ANIMAL ASSISTANCE
FOUNDATION
59595 KGKJ RANCH RD
ANZA,CA925398892 		NONE PC PROJECT/PROGRAM SUPPORT 7,000

COLORADO SCHOOL OF MINES FDTN

PO BOX 4005
GOLDEN,CO80401 		NONE PC PROJECT/PROGRAM SUPPORT 25,000

SOUTHERN COLORADO SPAY & NEUTER
ASSN
1700 S PRARIE AVE
PUEBLO,CO810052265 		NONE PC PROJECT/PROGRAM SUPPORT 25,000

PLANNED PARENTHOOD ASSN OF UTAH

654 S 900 E
SALT LAKE CITY,UT841023478 		NONE PC PROJECT/PROGRAM SUPPORT 15,000

COMPASSIONATE CARE FOUNDATION INC

22877 BELLE RDG
DEXTER,NY136343171 		NONE PC PROJECT/PROGRAM SUPPORT 20,000

HARM REDUCTION SAVES LIVES INC

15540 WOODCREST DR
SHERMAN OAKS,CA914034227 		NONE PC PROJECT/PROGRAM SUPPORT 5,000

MIDNIGHT MISSION

601 SAN PEDRO ST
LOS ANGELES,CA90014 		NONE PC PROJECT/PROGRAM SUPPORT 5,000
Total .................................right arrow 3a 1,101,000
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 ....     14 524,744  
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 ............ 		    18 908,183  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL REFUND 		    1 8,263  
bFARMERS MERCHANT K 522100 198,801      
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 198,801 1,441,190  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,639,991
(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.
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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 ExplnOfNonFilingWithAGStmt
Name:
BROUSSARD CHARITABLE FOUNDATION TR
EIN:
35-6634227
Statement:
INDIANA DOES NOT REQUIRE A COPY OF FORM 990-PF.

TY 2024 InvestmentsCorpBondsSchedule
Name:
BROUSSARD CHARITABLE FOUNDATION TR
EIN:
35-6634227
Name of Bond End of Year Book Value End of Year Fair Market Value
037833AS9 APPLE INC SR GLBL NT    
458140AS9 INTEL CORP SR NT 07/ 103,809 99,328
459200HU8 INTERNATIONAL BUSINE    
57636QAB0 MASTERCARD INC NT 03    
58933YAR6 MERCK & CO INC 02/10 197,482 199,620
713448DF2 PEPSICO INC 02/24/16 196,996 196,468
872540AQ2 TJX COS INC NEW SR 0 271,607 289,173
92826CAD4 VISA INC SR GLBL NT 97,844 98,865
06406RAV9 BANK NEW YORK MELLON 89,926 94,063
29446MAE2 EQUINOR ASA 04/06/20 97,389 96,955
718172CB3 PHILIP MORRIS INTERN 96,350 96,393
808513AQ8 SCHWAB CHARLES CORP 147,108 145,268
88579YAR2 3M CO 08/07/15 3.000 189,656 197,912
89115A2J0 TORONTO DOMINION BK    
110122DE5 BRISTOL-MYERS SQUIBB 196,044 195,808
14913R2G1 CATERPILLAR FINL SVC 173,520 183,542
24422EVB2 DEERE JOHN CAP CORP 184,414 192,858
24422EWV7 DEERE JOHN CAP CORP 103,046 100,745
74460DAD1 PUBLIC STORAGE 04/12 182,466 188,726
822582CB6 SHELL INTL FIN B V 1 197,466 194,286
91324PDE9 UNITEDHEALTH GROUP I 183,832 191,406
961214EW9 WESTPAC BKG CORP 11/ 174,090 180,096
017175AE0 ALLEGHANY CORP MD SR 189,446 188,108
30231GBE1 EXXON MOBIL CORP 08/ 178,958 182,522

TY 2024 InvestmentsCorpStockSchedule
Name:
BROUSSARD CHARITABLE FOUNDATION TR
EIN:
35-6634227
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K107 ALPHABET INC CAP STK 36,521 704,628
023135106 AMAZON.COM INC 105,156 394,902
037833100 APPLE INC 12,430 946,588
084670702 BERKSHIRE HATHAWAY I 97,653 414,751
09247X101 BLACKROCK, INC    
11135F101 BROADCOM INC 102,908 927,360
166764100 CHEVRON CORPORATION    
17275R102 CISCO SYSTEMS INC 125,308 271,432
172908105 CINTAS CORP 125,073 336,168
22160K105 COSTCO WHOLESALE COR 122,418 352,764
235851102 DANAHER CORP 98,427 262,835
254687106 DISNEY WALT CO 52,000 173,706
26441C204 DUKE ENERGY CORP 56,332 82,421
278865100 ECOLAB INC 19,790 214,403
30231G102 EXXON MOBIL CORP 159,430 208,686
30303M102 META PLATFORMS INC C 156,160 506,466
437076102 HOME DEPOT INC 83,359 268,403
46625H100 JPMORGAN CHASE & CO 92,528 384,735
478160104 JOHNSON & JOHNSON 11,744 144,620
57636Q104 MASTERCARD INC 68,625 421,256
580135101 MCDONALDS CORP 136,166 239,159
594918104 MICROSOFT CORP 6,009 803,801
65339F101 NEXTERA ENERGY INC    
654106103 NIKE INC 37,114 208,093
68389X105 ORACLE CORPORATION 203,330 289,120
713448108 PEPSICO INC 39,600 232,348
742718109 PROCTER & GAMBLE CO 89,784 182,739
78409V104 S&P GLOBAL INC 114,779 273,917
824348106 SHERWIN WILLIAMS CO 156,800 271,944
883556102 THERMO FISHER SCIENT 100,652 273,121
907818108 UNION PAC CORP 119,152 159,628
91324P102 UNITEDHEALTH GROUP I 131,335 260,518
931142103 WALMART INC 127,266 349,112
94106L109 WASTE MGMT INC DEL 120,279 231,050
438516106 HONEYWELL INTL INC    
571748102 MARSH & MCLENNAN COS 155,755 212,410
58933Y105 MERCK & CO INC    
67066G104 NVIDIA CORP 107,064 1,208,610
007903107 ADVANCED MICRO DEVIC 196,039 220,442
025537101 AMERICAN ELEC PWR IN 70,763 86,696
92338C103 VERALTO CORP    
98978V103 ZOETIS INC 155,265 134,417
040413205 ARISTA NETWORKS INC 134,142 143,689
09290D101 BLACKROCK INC 136,043 271,654
36828A101 GE VERNOVA INC 133,052 131,572
427866108 THE HERSHEY COMPANY 190,860 169,350
532457108 LILLY (ELI) & CO 120,302 115,800
863667101 STRYKER CORP 128,389 126,018
872540109 TJX COS INC 181,344 193,296
969457100 WILLIAMS COS INC 197,634 189,420
G29183103 EATON CORP PLC SHS S 183,862 190,825

TY 2024 InvestmentsGovtObligationsSch
Name:
BROUSSARD CHARITABLE FOUNDATION TR
EIN:
35-6634227
US Government Securities - End of Year Book Value:

 
US Government Securities - End of Year Fair Market Value:

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


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


 


TY 2024 InvestmentsOtherSchedule2
Name:
BROUSSARD CHARITABLE FOUNDATION TR
EIN:
35-6634227
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
04314H717 ARTISAN HIGH INCOME      
091936237 ISHARES RUSSELL SM M AT COST 659,196 949,040
31371MCF2 FN 255770 06/01/05 5 AT COST 2,100 2,132
36202ET25 GN 004169 06/01/08 5 AT COST 3,411 3,505
36212KY72 GN 536334 10/01/00 7 AT COST 344 343
464287200 ISHARES CORE S&P 500 AT COST 587,909 1,321,587
46432F842 ISHARES CORE MSCI EA AT COST 320,705 420,977
46434G103 ISHARES CORE MSCI EM AT COST 277,090 308,620
74253Q747 PRINCIPAL MIDCAP INS      
89154Q596 TOUCHSTONE FLEXIBLE AT COST 204,225 230,710
922908553 VANGUARD REAL ESTATE AT COST 475,878 509,983
04314H568 ARTISAN HIGH INCOME AT COST 170,000 167,424
74256W584 PRINCIPAL MIDCAP CL AT COST 653,234 975,350

TY 2024 OtherAssetsSchedule
Name:
BROUSSARD CHARITABLE FOUNDATION TR
EIN:
35-6634227
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
9940338Y7 FARMERS MERCHANTS BA 49,397 49,397 1,156,400


TY 2024 OtherDecreasesSchedule
Name:
BROUSSARD CHARITABLE FOUNDATION TR
EIN:
35-6634227
Description Amount
ADJUSTMENT TO INCOME 16
2024 TRANSACTION POSTED IN 2025 995
S-CORP BOOK VALUE ADJUSTMENT 198,801
ROUNDING 1


TY 2024 OtherExpensesSchedule
Name:
BROUSSARD CHARITABLE FOUNDATION TR
EIN:
35-6634227
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 22 0   0


TY 2024 OtherIncomeSchedule2
Name:
BROUSSARD CHARITABLE FOUNDATION TR
EIN:
35-6634227
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
NET PARTNERSHIP INCOME 198,801 0  
FEDERAL REFUND 8,263 0  


TY 2024 OtherIncreasesSchedule
Name:
BROUSSARD CHARITABLE FOUNDATION TR
EIN:
35-6634227
Description Amount
2023 TRANSACTION POSTED IN 2024 1,096
2023 FM BANK ROC ADJUSTMENT 70,210


TY 2024 TaxesSchedule
Name:
BROUSSARD CHARITABLE FOUNDATION TR
EIN:
35-6634227
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 63,011 0   0
FEDERAL ESTIMATES - PRINCIPAL 9,989 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,261 1,261   0
FOREIGN TAXES ON NONQUALIFIED 536 536   0