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 12-01-2024 , and ending 11-30-2025
Name of foundation
RJ Clark Family Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)1575 E Fair Place
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Centennial, CO80121
A Employer identification number

20-2033594
B Telephone number (see instructions)

(303) 520-5420
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$1,967,731J 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) 89,953
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,298 1,298  
4 Dividends and interest from securities... 32,857 32,857  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 166,680
b Gross sales price for all assets on line 6a 784,827
7 Capital gain net income (from Part IV, line 2)... 166,680
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).......      
12 Total. Add lines 1 through 11........ 290,788 200,835  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,073 2,037   2,036
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,921 961   960
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
354 354    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,348 3,352   2,996
25 Contributions, gifts, grants paid....... 143,000 143,000
26 Total expenses and disbursements. Add lines 24 and 25 149,348 3,352   145,996
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 141,440
b Net investment income (if negative, enter -0-) 197,483
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.............      
2 Savings and temporary cash investments......... -18,825 742,880 742,880
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,279,635 694,972 1,224,851
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,260,810 1,437,852 1,967,731
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........... 1,260,810 1,437,852
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,260,810 1,437,852
30 Total liabilities and net assets/fund balances (see instructions). 1,260,810 1,437,852
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
1,260,810
2
Enter amount from Part I, line 27a .....................
2
141,440
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
35,602
4
Add lines 1, 2, and 3 ..........................
4
1,437,852
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,437,852
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 1 ISHARES MSCI EMERGING MARKET P 2021-02-01 2025-06-03
b 772 ISHARES MSCI EMERGING MARKET P 2021-02-01 2025-06-03
c 105.363 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2024-02-28 2025-10-13
d 110.964 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2024-03-27 2025-10-13
e 128.41 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2024-04-29 2025-10-13
118.261 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2024-05-30 2025-10-13
49.577 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2022-01-28 2025-10-13
116.854 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2019-01-09 2025-10-13
46.894 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2022-02-25 2025-10-13
101.317 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2019-01-09 2025-10-13
56.683 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2022-03-30 2025-10-13
100.398 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2024-08-29 2025-10-13
68.614 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2022-04-28 2025-10-13
98.784 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2024-09-27 2025-10-13
64.504 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2022-05-27 2025-10-13
106.827 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2024-10-30 2025-10-13
69.393 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2022-06-29 2025-10-13
104.304 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2024-11-27 2025-10-13
72.029 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2022-07-28 2025-10-13
82.079 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2022-08-30 2025-10-13
81.105 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2022-09-29 2025-10-13
78.472 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2022-10-28 2025-10-13
102.734 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2024-12-30 2025-10-13
103.205 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2025-01-30 2025-10-13
96.597 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2025-02-27 2025-10-13
103.225 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2025-03-28 2025-10-13
87.234 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2022-11-29 2025-10-13
122.027 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2025-04-29 2025-10-13
1.905 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2022-12-14 2025-10-13
106.823 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2025-05-29 2025-10-13
86.369 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2022-12-29 2025-10-13
103.893 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2025-06-27 2025-10-13
93.293 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2020-06-29 2025-10-13
107.532 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2025-07-30 2025-10-13
120.707 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2019-08-29 2025-10-13
107.008 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2019-01-09 2025-10-13
102.529 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2019-12-30 2025-10-13
122.966 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2019-09-27 2025-10-13
100.517 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2019-01-09 2025-10-13
90.687 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2020-01-30 2025-10-13
122.178 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2019-10-30 2025-10-13
90.422 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2020-02-27 2025-10-13
119.523 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2019-11-27 2025-10-13
11776.868 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2019-01-09 2025-10-13
1.641 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2019-12-13 2025-10-13
93.544 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2019-01-30 2025-10-13
255.155 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2019-12-13 2025-10-13
98.365 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2020-03-30 2025-10-13
92.453 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2019-02-27 2025-10-13
9896.664 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2019-03-13 2025-10-13
123.685 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2019-03-28 2025-10-13
89.111 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2020-07-30 2025-10-13
85.884 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2020-08-28 2025-10-13
82.368 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2020-09-29 2025-10-13
89.801 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2020-10-29 2025-10-13
104.43 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2023-08-30 2025-10-13
83.094 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2020-11-27 2025-10-13
109.856 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2023-09-28 2025-10-13
162.993 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2020-12-14 2025-10-13
106.076 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2020-04-29 2025-10-13
602.874 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2020-12-14 2025-10-13
145.236 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2019-04-29 2025-10-13
90.306 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2020-12-30 2025-10-13
92.178 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2020-05-28 2025-10-13
75.448 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2021-01-28 2025-10-13
66.382 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2021-02-25 2025-10-13
86.795 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2023-01-30 2025-10-13
68.896 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2021-03-30 2025-10-13
80.289 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2021-04-29 2025-10-13
67.884 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2021-05-27 2025-10-13
60.572 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2021-06-29 2025-10-13
88.017 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2023-02-27 2025-10-13
89.611 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2023-03-30 2025-10-13
107.885 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2023-04-27 2025-10-13
97.664 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2023-05-30 2025-10-13
53.556 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2021-07-29 2025-10-13
98.009 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2023-06-29 2025-10-13
56.238 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2021-08-30 2025-10-13
101.982 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2023-07-28 2025-10-13
54.395 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2021-09-29 2025-10-13
107.811 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2023-10-30 2025-10-13
125.809 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2019-05-30 2025-10-13
111.765 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2023-11-29 2025-10-13
125.04 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2019-06-27 2025-10-13
110.972 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2023-12-28 2025-10-13
50.488 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2021-10-28 2025-10-13
101.173 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2024-01-30 2025-10-13
123.321 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2019-07-30 2025-10-13
50.964 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2021-11-29 2025-10-13
240.295 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2021-12-14 2025-10-13
53.321 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2021-12-30 2025-10-13
1923.077 JPM CORE BD FD - USD - I ISIN US4812C03811 SEDOL B0B3T11 1.54% 4.08% P 2019-01-09 2025-09-04
7.173 JPM EQ INC FD - CL I FUND 3128 0.00% P 2024-06-27 2025-10-13
7.109 JPM EQ INC FD - CL I FUND 3128 0.00% P 2024-07-30 2025-10-13
10.435 JPM EQ INC FD - CL I FUND 3128 0.00% P 2024-08-29 2025-10-13
6.552 JPM EQ INC FD - CL I FUND 3128 0.00% P 2024-09-27 2025-10-13
7.647 JPM EQ INC FD - CL I FUND 3128 0.00% P 2021-06-29 2025-10-13
6.415 JPM EQ INC FD - CL I FUND 3128 0.00% P 2024-10-30 2025-10-13
6.142 JPM EQ INC FD - CL I FUND 3128 0.00% P 2021-07-29 2025-10-13
9.98 JPM EQ INC FD - CL I FUND 3128 0.00% P 2024-11-27 2025-10-13
6.341 JPM EQ INC FD - CL I FUND 3128 0.00% P 2021-08-30 2025-10-13
321.753 JPM EQ INC FD - CL I FUND 3128 0.00% P 2024-12-13 2025-10-13
8.401 JPM EQ INC FD - CL I FUND 3128 0.00% P 2021-09-29 2025-10-13
7.577 JPM EQ INC FD - CL I FUND 3128 0.00% P 2024-12-30 2025-10-13
4.163 JPM EQ INC FD - CL I FUND 3128 0.00% P 2021-10-28 2025-10-13
7.009 JPM EQ INC FD - CL I FUND 3128 0.00% P 2025-01-30 2025-10-13
6.719 JPM EQ INC FD - CL I FUND 3128 0.00% P 2021-11-29 2025-10-13
9.845 JPM EQ INC FD - CL I FUND 3128 0.00% P 2025-02-27 2025-10-13
9.84 JPM EQ INC FD - CL I FUND 3128 0.00% P 2021-12-14 2025-10-13
87.917 JPM EQ INC FD - CL I FUND 3128 0.00% P 2021-12-14 2025-10-13
10.883 JPM EQ INC FD - CL I FUND 3128 0.00% P 2021-12-30 2025-10-13
4.874 JPM EQ INC FD - CL I FUND 3128 0.00% P 2022-01-28 2025-10-13
8.552 JPM EQ INC FD - CL I FUND 3128 0.00% P 2025-03-28 2025-10-13
7.179 JPM EQ INC FD - CL I FUND 3128 0.00% P 2025-04-29 2025-10-13
8.578 JPM EQ INC FD - CL I FUND 3128 0.00% P 2025-05-29 2025-10-13
8.556 JPM EQ INC FD - CL I FUND 3128 0.00% P 2025-06-27 2025-10-13
7.496 JPM EQ INC FD - CL I FUND 3128 0.00% P 2022-02-25 2025-10-13
6.487 JPM EQ INC FD - CL I FUND 3128 0.00% P 2025-07-30 2025-10-13
10.65 JPM EQ INC FD - CL I FUND 3128 0.00% P 2022-03-30 2025-10-13
7.945 JPM EQ INC FD - CL I FUND 3128 0.00% P 2025-08-28 2025-10-13
3.149 JPM EQ INC FD - CL I FUND 3128 0.00% P 2022-04-28 2025-10-13
7.594 JPM EQ INC FD - CL I FUND 3128 0.00% P 2025-09-29 2025-10-13
9.762 JPM EQ INC FD - CL I FUND 3128 0.00% P 2022-05-27 2025-10-13
10.2 JPM EQ INC FD - CL I FUND 3128 0.00% P 2022-06-29 2025-10-13
4486.073 JPM EQ INC FD - CL I FUND 3128 0.00% P 2019-03-13 2025-10-13
4.053 JPM EQ INC FD - CL I FUND 3128 0.00% P 2022-07-28 2025-10-13
14.235 JPM EQ INC FD - CL I FUND 3128 0.00% P 2019-03-28 2025-10-13
12.8 JPM EQ INC FD - CL I FUND 3128 0.00% P 2022-08-30 2025-10-13
2.282 JPM EQ INC FD - CL I FUND 3128 0.00% P 2019-04-29 2025-10-13
12.703 JPM EQ INC FD - CL I FUND 3128 0.00% P 2022-09-29 2025-10-13
10.203 JPM EQ INC FD - CL I FUND 3128 0.00% P 2019-05-30 2025-10-13
5.63 JPM EQ INC FD - CL I FUND 3128 0.00% P 2022-10-28 2025-10-13
10.716 JPM EQ INC FD - CL I FUND 3128 0.00% P 2019-06-27 2025-10-13
10.395 JPM EQ INC FD - CL I FUND 3128 0.00% P 2022-11-29 2025-10-13
3.309 JPM EQ INC FD - CL I FUND 3128 0.00% P 2019-07-30 2025-10-13
10.338 JPM EQ INC FD - CL I FUND 3128 0.00% P 2019-08-29 2025-10-13
9.249 JPM EQ INC FD - CL I FUND 3128 0.00% P 2019-09-27 2025-10-13
3.822 JPM EQ INC FD - CL I FUND 3128 0.00% P 2019-10-30 2025-10-13
83.807 JPM EQ INC FD - CL I FUND 3128 0.00% P 2022-12-14 2025-10-13
12.426 JPM EQ INC FD - CL I FUND 3128 0.00% P 2022-12-29 2025-10-13
5.388 JPM EQ INC FD - CL I FUND 3128 0.00% P 2023-01-30 2025-10-13
9.461 JPM EQ INC FD - CL I FUND 3128 0.00% P 2023-02-27 2025-10-13
9.758 JPM EQ INC FD - CL I FUND 3128 0.00% P 2019-11-27 2025-10-13
12.028 JPM EQ INC FD - CL I FUND 3128 0.00% P 2023-03-30 2025-10-13
50.401 JPM EQ INC FD - CL I FUND 3128 0.00% P 2019-12-13 2025-10-13
6.25 JPM EQ INC FD - CL I FUND 3128 0.00% P 2023-04-27 2025-10-13
11.207 JPM EQ INC FD - CL I FUND 3128 0.00% P 2019-12-30 2025-10-13
11.467 JPM EQ INC FD - CL I FUND 3128 0.00% P 2023-05-30 2025-10-13
5.409 JPM EQ INC FD - CL I FUND 3128 0.00% P 2020-01-30 2025-10-13
8.854 JPM EQ INC FD - CL I FUND 3128 0.00% P 2023-06-29 2025-10-13
10.11 JPM EQ INC FD - CL I FUND 3128 0.00% P 2020-02-27 2025-10-13
6.385 JPM EQ INC FD - CL I FUND 3128 0.00% P 2023-07-28 2025-10-13
15.227 JPM EQ INC FD - CL I FUND 3128 0.00% P 2020-03-30 2025-10-13
12.936 JPM EQ INC FD - CL I FUND 3128 0.00% P 2023-08-30 2025-10-13
4.038 JPM EQ INC FD - CL I FUND 3128 0.00% P 2020-04-29 2025-10-13
10.097 JPM EQ INC FD - CL I FUND 3128 0.00% P 2020-05-28 2025-10-13
12.586 JPM EQ INC FD - CL I FUND 3128 0.00% P 2020-06-29 2025-10-13
5.281 JPM EQ INC FD - CL I FUND 3128 0.00% P 2020-07-30 2025-10-13
8.465 JPM EQ INC FD - CL I FUND 3128 0.00% P 2023-09-28 2025-10-13
6.51 JPM EQ INC FD - CL I FUND 3128 0.00% P 2023-10-30 2025-10-13
13.182 JPM EQ INC FD - CL I FUND 3128 0.00% P 2023-11-29 2025-10-13
37.161 JPM EQ INC FD - CL I FUND 3128 0.00% P 2023-12-14 2025-10-13
8.725 JPM EQ INC FD - CL I FUND 3128 0.00% P 2020-08-28 2025-10-13
10.127 JPM EQ INC FD - CL I FUND 3128 0.00% P 2023-12-28 2025-10-13
9.934 JPM EQ INC FD - CL I FUND 3128 0.00% P 2020-09-29 2025-10-13
6.061 JPM EQ INC FD - CL I FUND 3128 0.00% P 2024-01-30 2025-10-13
5.633 JPM EQ INC FD - CL I FUND 3128 0.00% P 2020-10-29 2025-10-13
11.125 JPM EQ INC FD - CL I FUND 3128 0.00% P 2024-02-28 2025-10-13
7.49 JPM EQ INC FD - CL I FUND 3128 0.00% P 2020-11-27 2025-10-13
7.375 JPM EQ INC FD - CL I FUND 3128 0.00% P 2024-03-27 2025-10-13
11.172 JPM EQ INC FD - CL I FUND 3128 0.00% P 2020-12-30 2025-10-13
5.432 JPM EQ INC FD - CL I FUND 3128 0.00% P 2024-04-29 2025-10-13
5.764 JPM EQ INC FD - CL I FUND 3128 0.00% P 2021-01-28 2025-10-13
12.542 JPM EQ INC FD - CL I FUND 3128 0.00% P 2024-05-30 2025-10-13
7.369 JPM EQ INC FD - CL I FUND 3128 0.00% P 2021-02-25 2025-10-13
9.684 JPM EQ INC FD - CL I FUND 3128 0.00% P 2021-03-30 2025-10-13
2.097 JPM EQ INC FD - CL I FUND 3128 0.00% P 2021-04-29 2025-10-13
7.72 JPM EQ INC FD - CL I FUND 3128 0.00% P 2021-05-27 2025-10-13
0.011 JPM LARGE CAP GRWTH FD - CL I FUND 3118 0.00% P 2024-12-20 2025-10-13
1.143 JPM LARGE CAP GRWTH FD - CL I FUND 3118 0.00% P 2019-12-20 2025-10-13
14.095 JPM LARGE CAP GRWTH FD - CL I FUND 3118 0.00% P 2020-12-14 2025-10-13
142.477 JPM LARGE CAP GRWTH FD - CL I FUND 3118 0.00% P 2015-12-11 2025-10-13
131.939 JPM LARGE CAP GRWTH FD - CL I FUND 3118 0.00% P 2020-12-14 2025-10-13
90.812 JPM LARGE CAP GRWTH FD - CL I FUND 3118 0.00% P 2014-12-12 2025-10-13
1.567 JPM LARGE CAP GRWTH FD - CL I FUND 3118 0.00% P 2020-12-21 2025-10-13
103.568 JPM LARGE CAP GRWTH FD - CL I FUND 3118 0.00% P 2013-04-24 2025-10-13
13.929 JPM LARGE CAP GRWTH FD - CL I FUND 3118 0.00% P 2021-12-14 2025-10-13
200.582 JPM LARGE CAP GRWTH FD - CL I FUND 3118 0.00% P 2016-12-15 2025-10-13
418.545 JPM LARGE CAP GRWTH FD - CL I FUND 3118 0.00% P 2021-12-14 2025-10-13
333.785 JPM LARGE CAP GRWTH FD - CL I FUND 3118 0.00% P 2017-10-27 2025-10-13
71.427 JPM LARGE CAP GRWTH FD - CL I FUND 3118 0.00% P 2022-12-14 2025-10-13
17.464 JPM LARGE CAP GRWTH FD - CL I FUND 3118 0.00% P 2017-10-27 2025-10-13
10.266 JPM LARGE CAP GRWTH FD - CL I FUND 3118 0.00% P 2022-12-21 2025-10-13
0.222 JPM LARGE CAP GRWTH FD - CL I FUND 3118 0.00% P 2018-12-13 2025-10-13
2.816 JPM LARGE CAP GRWTH FD - CL I FUND 3118 0.00% P 2023-12-21 2025-10-13
391.339 JPM LARGE CAP GRWTH FD - CL I FUND 3118 0.00% P 2018-12-13 2025-10-13
21.947 JPM LARGE CAP GRWTH FD - CL I FUND 3118 0.00% P 2024-12-13 2025-10-13
316.418 JPM LARGE CAP GRWTH FD - CL I FUND 3118 0.00% P 2019-12-13 2025-10-13
51 VANGUARD S&P 500 ETF P 2016-01-13 2025-09-04
Capital Gain Dividends      
(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 46   55 -9
b 35,400   42,355 -6,955
c 1,106   1,061 45
d 1,165   1,126 39
e 1,348   1,273 75
1,242   1,178 64
521   575 -54
1,227   1,317 -90
492   533 -41
1,064   1,153 -89
595   629 -34
1,054   1,049 5
720   741 -21
1,037   1,039 -2
677   697 -20
1,122   1,094 28
729   728 1
1,095   1,067 28
756   770 -14
862   863 -1
852   822 30
824   781 43
1,079   1,035 44
1,083   1,045 38
1,014   994 20
1,084   1,055 29
916   885 31
1,281   1,255 26
20   20  
1,122   1,083 39
907   871 36
1,091   1,071 20
980   1,153 -173
1,129   1,105 24
1,267   1,461 -194
1,123   1,200 -77
1,077   1,216 -139
1,291   1,472 -181
1,055   1,133 -78
952   1,091 -139
1,283   1,453 -170
949   1,100 -151
1,255   1,431 -176
123,657   132,725 -9,068
17   19 -2
982   1,056 -74
2,679   3,021 -342
1,033   1,175 -142
971   1,050 -79
103,915   112,723 -8,808
1,299   1,426 -127
936   1,115 -179
902   1,063 -161
865   1,023 -158
943   1,113 -170
1,097   1,047 50
872   1,033 -161
1,153   1,072 81
1,711   2,000 -289
1,114   1,294 -180
6,330   7,397 -1,067
1,525   1,667 -142
948   1,107 -159
968   1,126 -158
792   921 -129
697   798 -101
911   902 9
723   818 -95
843   959 -116
713   813 -100
636   728 -92
924   891 33
941   923 18
1,133   1,121 12
1,025   991 34
562   650 -88
1,029   1,003 26
591   680 -89
1,071   1,029 42
571   651 -80
1,132   1,038 94
1,321   1,459 -138
1,174   1,112 62
1,313   1,469 -156
1,165   1,147 18
530   604 -74
1,062   1,033 29
1,295   1,450 -155
535   609 -74
2,523   2,852 -329
560   629 -69
20,000   21,493 -1,493
186   172 14
184   177 7
270   265 5
170   169 1
198   174 24
166   168 -2
159   141 18
258   274 -16
164   148 16
8,324   7,989 335
217   191 26
196   183 13
108   98 10
181   176 5
174   157 17
255   246 9
255   229 26
2,274   2,048 226
282   260 22
126   113 13
221   209 12
186   168 18
222   207 15
221   214 7
194   171 23
168   166 2
276   258 18
205   207 -2
81   73 8
196   200 -4
253   224 29
264   222 42
116,055   78,327 37,728
105   90 15
368   247 121
331   288 43
59   41 18
329   267 62
264   177 87
146   125 21
277   193 84
269   243 26
86   62 24
267   184 83
239   171 68
99   71 28
2,168   1,940 228
321   278 43
139   124 15
245   212 33
252   187 65
311   260 51
1,304   969 335
162   136 26
290   218 72
297   244 53
140   105 35
229   194 35
262   186 76
165   146 19
394   220 174
335   289 46
104   65 39
261   168 93
326   202 124
137   92 45
219   182 37
168   134 34
341   289 52
961   843 118
226   157 69
262   233 29
257   174 83
157   140 17
146   96 50
288   262 26
194   146 48
191   178 13
289   217 72
141   130 11
149   112 37
324   297 27
191   153 38
251   210 41
54   47 7
200   176 24
1   1  
106   46 60
1,306   824 482
13,206   3,493 9,713
12,229   7,712 4,517
8,417   2,226 6,191
145   95 50
9,600   2,539 7,061
1,291   854 437
18,592   6,451 12,141
38,795   25,657 13,138
30,938   12,022 18,916
6,621   3,366 3,255
1,619   629 990
952   460 492
21   8 13
261   167 94
36,273   13,759 22,514
2,034   1,807 227
29,329   12,518 16,811
30,283   8,859 21,424
      18,848
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       -9
b       -6,955
c       45
d       39
e       75
      64
      -54
      -90
      -41
      -89
      -34
      5
      -21
      -2
      -20
      28
      1
      28
      -14
      -1
      30
      43
      44
      38
      20
      29
      31
      26
       
      39
      36
      20
      -173
      24
      -194
      -77
      -139
      -181
      -78
      -139
      -170
      -151
      -176
      -9,068
      -2
      -74
      -342
      -142
      -79
      -8,808
      -127
      -179
      -161
      -158
      -170
      50
      -161
      81
      -289
      -180
      -1,067
      -142
      -159
      -158
      -129
      -101
      9
      -95
      -116
      -100
      -92
      33
      18
      12
      34
      -88
      26
      -89
      42
      -80
      94
      -138
      62
      -156
      18
      -74
      29
      -155
      -74
      -329
      -69
      -1,493
      14
      7
      5
      1
      24
      -2
      18
      -16
      16
      335
      26
      13
      10
      5
      17
      9
      26
      226
      22
      13
      12
      18
      15
      7
      23
      2
      18
      -2
      8
      -4
      29
      42
      37,728
      15
      121
      43
      18
      62
      87
      21
      84
      26
      24
      83
      68
      28
      228
      43
      15
      33
      65
      51
      335
      26
      72
      53
      35
      35
      76
      19
      174
      46
      39
      93
      124
      45
      37
      34
      52
      118
      69
      29
      83
      17
      50
      26
      48
      13
      72
      11
      37
      27
      38
      41
      7
      24
       
      60
      482
      9,713
      4,517
      6,191
      50
      7,061
      437
      12,141
      13,138
      18,916
      3,255
      990
      492
      13
      94
      22,514
      227
      16,811
      21,424
       
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 2 166,680
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 2,745
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  
3 Add lines 1 and 2........................... 3 2,745
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,745
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,924
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,200
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,124
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  
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 1,379
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,379 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCO
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 arrowSprinkle & Associates LLC Telephone no.right arrow (303) 297-2121

Located atright arrow1520 W Canal Ct Ste 220LittletonCO ZIP+4right arrow80120
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
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
Rebecca L Franciscus Executive Dir.
0.00 		0    
1520 W Canal Ct Ste 220
Littleton,CO80120
Kathleen A Clark Director
0.50 		0    
1520 W Canal Ct Ste 220
LITTLETON,CO80120
JACQUELINE M HARRIS Vice President
0.50 		0    
1520 W Canal Ct Ste 220
LITTLETON,CO80120
MICHAEL R CLARK Vice President
0.50 		0    
1520 W Canal Ct Ste 220
LITTLETON,CO80120
KIMBERLY S CLARK Vice President
0.50 		0    
1520 W Canal Ct Ste 220
LITTLETON,CO80120
Shayne M Harris Vice President
0.50 		0    
1520 W Canal Ct Ste 220
Littleton,CO80120
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  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right 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
1,713,949
b
Average of monthly cash balances.......................
1b
167,610
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,881,559
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
 
3
Subtract line 2 from line 1d.........................
3
1,881,559
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
28,223
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,853,336
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
92,667
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
92,667
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,745
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,745
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
89,922
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
89,922
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
89,922
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
145,996
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
145,996
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 89,922
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 226,933
b From 2020...... 359,749
c From 2021...... 333,335
d From 2022...... 349,589
e From 2023...... 53,455
f Total of lines 3a through e ........ 1,323,061
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 145,996
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 89,922
e Remaining amount distributed out of corpus 56,074
5 Excess distributions carryover applied to 2024.    
(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 1,379,135
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		226,933
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,152,202
10 Analysis of line 9:
a Excess from 2020.... 359,749
b Excess from 2021.... 333,335
c Excess from 2022.... 349,589
d Excess from 2023.... 53,455
e Excess from 2024.... 56,074
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).)
Kathleen A Clark
JACQUELINE M HARRIS
MICHAEL R CLARK
KIMBERLY S CLARK
Shayne M Harris
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

Partners Mentoring Youth

530 S College Ave Unit 1
Fort Collins,CO80524 		  PC Mentoring at-risk youth 15,000

Boys & Girls Club of Metro Denver

2017 W 9th Ave
Denver,CO80204 		None PC Education & Development of Social Skills 22,500

The Childrens Hospital Foundation

13123 E 16th Ave Box 045
Aurora,CO80045 		None PC Treatment & Research for the health of children 12,500

Book Trust

789 Sherman St Ste 300A
Denver,CO80203 		None PC Inspiring Kids' passion for Reading. 10,000

Parker Task Force

20118 E Mainstreet Unit D
Parker,CO80138 		None PC Providing individuals and families with food, limited financial assistance and support services to empower them to become self-sufficient. 16,500

Judis House

1741 Gaylord Street
Denver,CO80206 		None PC Help children and families grieving a death to find connection and healing. 10,000

Infinite Hero Foundation

22365 El Toro Rd Ste 275
Lake Forest,CA92630 		None PC Innovative rehabilitation programs that address the unique needs of veterans and their families. 10,000

Harmony Acres Equestrian Center

PO Box 38
Fruita,CO81521 		None PC To create a place where people and animals come together for the purpose of healing. Every day, the love and care we give to our animals comes full circle to benefit the lives of hurting members of our community. 10,000

Cancer League of Colorado Inc

PO Box 5373
Englewood,CO80155 		None PC TO PROVIDE OUTPATIENT TREATMENTPROGRAM FOR VICTIMS OF CHILD SEXUALABUSE. 1,000

Colorado Youth Outdoors

4927 E County Rd 36
Fort Collins,CO80528 		None PC Building relationships through traditional outdoor recreation. 1,000

Delta Montrose Youth Services

315 S 7th Street
Montrose,CO81401 		None PC Mentoring High-Risk Youth 5,000

Project Sol Flower

11662 W 39th Place
Wheat Ridge,CO80033 		None PC Provide experiences, memories and fulfillment for young adults with cancer or critical illnesses. 10,000

Buddy Up For Life

3989 Farber Court
New Albany,OH43054 		None PC Support physical, social and emotional development for individuals with Down Syndrome. 1,500

American Cancer Society

270 Peachtree St NW Ste 1300
Atlanta,GA30303 		None PC Improve lives of individuals with cancer through advocacy, research and patient support. 1,500

Affinity Ranch Promise Ranch

11892 Hilltop Road
Parker,CO80134 		None PC Enhance lives of individuals with differing abilities by fostering skill development, self-confidence and a strong sense of belonging. 1,500

Southeast Community Outreach

16965 Pine Lane Ste 100
Parker,CO80134 		None PC Breaking the chains of poverty and restoring hope and livelihood to those experiencing it. 10,000

Food for Thought Denver

5288 Coors Street
Arvada,CO80002 		None PC Eliminate hunger for Denver area students. 5,000
Total .................................right arrow 3a 143,000
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 ........... 		    14 1,298  
4 Dividends and interest from securities ....     14 32,857  
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 ............ 		    18 166,680  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   200,835  
13Total. Add line 12, columns (b), (d), and (e)..................
13
200,835
(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: 24020490
Software Version: 2024v5.2


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
RJ Clark Family Foundation
 
Employer identification number

20-2033594
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
RJ Clark Family Foundation
  		Employer identification number
20-2033594
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 Kathleen A Clark Grantor CLAT
 
1575 E Fair Place
 
Centennial, CO80121

$ 89,953


(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
RJ Clark Family Foundation
  		Employer identification number

20-2033594
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
 
$    
(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
RJ Clark Family Foundation
  		Employer identification number

20-2033594
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: 24020490
Software Version: 2024v5.2

TY 2024 AccountingFeesSchedule
Name:
RJ Clark Family Foundation
EIN:
20-2033594
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting & Compliance 4,073 2,037 0 2,036

TY 2024 OtherIncreasesSchedule
Name:
RJ Clark Family Foundation
EIN:
20-2033594
Software ID:
24020490
Software Version:
2024v5.2
Description Amount
Custodian Adjustment to Tax Basis of Investments 5,102
Prior Year Grants not Cashed (Reduced Excess Distrib C/F) 30,500


TY 2024 OtherProfessionalFeesSchedule
Name:
RJ Clark Family Foundation
EIN:
20-2033594
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Custody Fees 1,921 961 0 960


TY 2024 TaxesSchedule
Name:
RJ Clark Family Foundation
EIN:
20-2033594
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign Tax on Dividends 354 354