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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 07-01-2023 , and ending 06-30-2024
Name of foundation
O TEMPLE SLOAN JR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)821 WAKE FOREST ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RALEIGH, NC276041219
A Employer identification number

56-1870844
B Telephone number (see instructions)

(919) 573-2911
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$52,447,354J 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) 105,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,050,162 1,050,162  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,954,372
b Gross sales price for all assets on line 6a 11,462,073
7 Capital gain net income (from Part IV, line 2)... 3,954,372
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)....... Click to see attachment
List of Attached Documents:
// Content
22,404 22,404 0
12 Total. Add lines 1 through 11........ 5,131,938 5,026,938 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 102,079 0 0 102,079
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,595 6,446 0 2,149
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
90,000 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 4,746 3,560 0 1,186
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
169,831 161,006 0 8,825
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 375,251 171,012 0 114,239
25 Contributions, gifts, grants paid....... 2,553,287 2,553,287
26 Total expenses and disbursements. Add lines 24 and 25 2,928,538 171,012 0 2,667,526
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,203,400
b Net investment income (if negative, enter -0-) 4,855,926
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 297,853 1,962,054 1,962,054
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow228
Less: allowance for doubtful accounts right arrow     228 228
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)....... 36,818,248 Click to see attachment
List of Attached Documents:
// Content
37,332,031 		50,485,072
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)..........      
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) 37,116,101 39,294,313 52,447,354
Liabilities 17 Accounts payable and accrued expenses..........   62
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 62
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 37,116,101 39,294,251
29 Total net assets or fund balances (see instructions)..... 37,116,101 39,294,251
30 Total liabilities and net assets/fund balances (see instructions). 37,116,101 39,294,313
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
37,116,101
2
Enter amount from Part I, line 27a .....................
2
2,203,400
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
39,319,501
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
25,250
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
39,294,251
Form 990-PF (2023)
Form 990-PF (2023)
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 BANK OF AMERICA, N.A. - SHORT TERM P   2024-06-30
b BANK OF AMERICA, N.A. - LONG TERM P   2024-06-30
c BANK OF AMERICA, N.A. - LTCG DISTRIBUTIONS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,486,888   2,372,705 114,183
b 8,975,185   5,136,133 3,839,052
c       1,137
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       114,183
b       3,839,052
c       1,137
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,954,372
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 3 114,183
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 67,497
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 67,497
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 67,497
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 87,954
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 87,954
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 20,457
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow20,457 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNC
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? 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 arrowWWW.TEMPLESLOANFAMILYFOUNDATION.COM
14
The books are in care ofright arrowFALLS OF NEUSE MANAGEMENT LLC Telephone no.right arrow (919) 573-2911

Located atright arrow821 WAKE FOREST ROADRALEIGHNC ZIP+4right arrow276041219
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 2023, 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 (2023)
Form 990-PF (2023)
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
 
 
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
Yes
 
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
O TEMPLE SLOAN JR TRUSTEE
0.12 		0 0 0
821 WAKE FOREST ROAD
RALEIGH,NC276041219
CARSON S HENLINE TRUSTEE
0.12 		0 0 0
821 WAKE FOREST ROAD
RALEIGH,NC276041219
MARK H SLOAN TRUSTEE
0.12 		0 0 0
821 WAKE FOREST ROAD
RALEIGH,NC276041219
O TEMPLE SLOAN III TRUSTEE
0.12 		0 0 0
821 WAKE FOREST ROAD
RALEIGH,NC276041219
JAMES R MYERS TRUSTEE
0.12 		0 0 0
821 WAKE FOREST ROAD
RALEIGH,NC276041219
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 (2023)
Form 990-PF (2023)
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 THE O. TEMPLE SLOAN, JR. FOUNDATION DISTRIBUTED $1,711,952 TO 83 ORGANIZATIONS AND $841,335 TO 116 INDIVIDUALS DURING THE FISCAL YEAR ENDING 6/30/2024 FOR EDUCATIONAL, CIVIC AND OTHER PURPOSES. 2,553,287
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
46,768,297
b
Average of monthly cash balances.......................
1b
2,894,498
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
49,662,795
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
49,662,795
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
744,942
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
48,917,853
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,445,893
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
2,445,893
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
67,497
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
67,497
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,378,396
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,378,396
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
2,378,396
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
2,667,526
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,667,526
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 2,378,396
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 646,665
b From 2019...... 310,181
c From 2020...... 119,278
d From 2021......  
e From 2022...... 476,683
f Total of lines 3a through e ........ 1,552,807
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,667,526
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 2,378,396
e Remaining amount distributed out of corpus 289,130
5 Excess distributions carryover applied to 2023. 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 1,841,937
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		646,665
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,195,272
10 Analysis of line 9:
a Excess from 2019.... 310,181
b Excess from 2020.... 119,278
c Excess from 2021....  
d Excess from 2022.... 476,683
e Excess from 2023.... 289,130
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CHERYL P LIGON
821 WAKE FOREST ROAD
RALEIGH,NC276041219
(919) 573-2911
bThe form in which applications should be submitted and information and materials they should include:
NONE
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2023)
Form 990-PF (2023)
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
OLUWAJOBA OGUN


3361 GROVE CRABTREE CRESCENT APT
928
RALEIGH,NC27613 		NONE I SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 11,711
AHLAM AZIZBI


4301 BAYLINER DRIVE
RALEIGH,NC27604 		NONE I SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA GREENSBORO 67
SI WON PARK


6229 PENTRIDGE COURT
RALEIGH,NC27614 		NONE I SCHOLARSHIP - WESTERN CAROLINA UNIVERSITY 18,000
JAYLA SKY HANSLEY


372 COALYARD DRIVE
GARNER,NC27529 		NONE I SCHOLARSHIP - EAST CAROLINA UNIVERSITY 5,744
MYLES MITCHELL


320 SHERRYBROOK DRIVE
RALEIGH,NC27610 		NONE I SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA GREENSBORO 12,000
FAITH MILES


2630 EASTMAN ROAD
GREENVILLE,NC27858 		NONE I SCHOLARSHIP - EAST CAROLINA UNIVERSITY 5,050
MORGAN BOWMAN


330 RODEO TRAIL
DILLON,MT59725 		NONE I SCHOLARSHIP - UNIVERSITY OF MONTANA 6,000
JENICKA VARGAS


510 E NELSON AVE
WAKE FOREST,NC275872414 		NONE I SCHOLARSHIP - NORTH CAROLINA CENTRAL UNIVERSITY 10,969
JUSTUS PETERSON


97 REBICH LANE
DILLON,MT59725 		NONE I SCHOLARSHIP - MONTANA TECH OF THE UNIVERSITY OF MONTANA 6,000
KHOFIFA SAFIRA


2208 MILLPINE DRIVE
RALEIGH,NC27614 		NONE I SCHOLARSHIP - NORTH GREENVILLE UNIVERSITY 9,000
ROSS KREAGER


916 GREENWOOD DRIVE
GREENSBORO,NC27410 		NONE I SCHOLARSHIP - GEORGIA INSTITUTE OF TECHNOLOGY 4,500
REATA CRAFTON


HWY 321 8130
DILLON,MT59725 		NONE I SCHOLARSHIP - MILES COMMUNITY COLLEGE 390
VENERA ANDERSON


3438 AUSTIN COURT
ALEXANDRIA,VA22310 		NONE I SCHOLARSHIP - JOHN HOPKINS UNIVERSITY 14,885
HANNAH PARKER


60 FONTANA DRIVE
CLAYTON,NC27527 		NONE I SCHOLARSHIP - LIBERTY UNIVERSITY 9,000
PAEDEN HAMMER


975 STONEFLY ROAD
DILLON,MT59725 		NONE I SCHOLARSHIP - ARIZONA STATE UNIVERSITY 6,000
ELLA GRACE HORTON


11109 BRANDING IRON PLACE
WENDELL,NC27591 		NONE I SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY 9,000
KENLEY RUSSELL


120 PINE BLUFF DRIVE
MOREHEAD CITY,NC28557 		NONE I SCHOLARSHIP - EAST CAROLINA UNIVERSITY 7,484
EMERSON LEWIS


1205 HIDDEN COVE AVE
MOREHEAD CITY,NC28557 		NONE I SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA WILMINGTON 7,242
CHRISTIAN MILES


2630 EASTMAN ROAD
GREENVILLE,NC278587612 		NONE I SCHOLARSHIP - EAST CAROLINA UNIVERSITY 6,208
KODY BAIR


275 EAGLE STONE RIDGE
YOUNGSVILLE,NC27596 		NONE I SCHOLARSHIP - APPALACHIAN STATE UNIVERSITY 9,000
ANNA DAVIS


38 S WATERLOO DRIVE
CLAYTON,NC27520 		NONE I SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY 9,000
ARIANA FOWLER


250 BIMINI DRIVE
WINNABOW,NC28479 		NONE I SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY 9,000
KASSIDY APPLEGATE


83 COSGROVE LANE
DILLON,MT59725 		NONE I SCHOLARSHIP - CEDARVILLE UNIVERSITY 6,000
WILLIS HARDESTY


316 FORSYTH STREET
RALEIGH,NC27609 		NONE I SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 12,000
TRACY PAULEY


93 MEADOWLARK LANE
DILLON,MT59725 		NONE I SCHOLARSHIP - UNIVERSITY OF MONTANA 3,000
KAYLEE PETERSON


431 EAST CENTER STREET
DILLON,MT59725 		NONE I SCHOLARSHIP - UNIVERSITY OF MONTANA 6,000
JARRETT MOSHER


P O BOX 291
DILLON,MT59725 		NONE I SCHOLARSHIP - COLORADO MESA UNIVERSITY 6,000
CASSANDRA ELLIOTT


126 CAMILLE CIRCLE
YOUNGSVILLE,NC27596 		NONE I SCHOLARSHIP - LIBERTY UNIVERSITY 9,000
ULISES BOLAINEZ


3100 CRANDON LANE
RALEIGH,NC276042431 		NONE I SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY 12,000
NATALIA LAGUNAS


70 LINCOLN DRIVE
DILLON,MT59725 		NONE I SCHOLARSHIP - MONTANA TECHNOLOGICAL UNIVERSITY 5,253
JACE FITZGERALD


1100 AIRPORT ROAD
DILLON,MT59725 		NONE I SCHOLARSHIP - MONTANA STATE UNIVERSITY 4,201
JOCELYN MONTALBAN


210 PRINCESS DRIVE
GARNER,NC27529 		NONE I SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 6,000
JONNY REISER


12 BUFFALO DRIVE
DILLON,MT59725 		NONE I SCHOLARSHIP - CARROLL COLLEGE 6,000
DAXON GRAHAM


597 CRYSTAL LANE
DILLON,MT59725 		NONE I SCHOLARSHIP - CARROLL COLLEGE 6,000
COOPER HOFFMAN


12 E ORR STREET
DILLON,MT59725 		NONE I SCHOLARSHIP - MONTANA STATE UNIVERSITY 3,816
ANTHONY AGEE


317 SCHULER LANE
DILLON,MT59725 		NONE I SCHOLARSHIP - UNIVERSITY OF MONTANA 3,000
ALYSSA RASH


8079 SASSAFRAS LANE
OXFORD,NC27565 		NONE I SCHOLARSHIP - EAST CAROLINA UNIVERSITY 9,000
SHECANIAH QUINERLY


602 MAXWELL DRIVE
RALEIGH,NC27603 		NONE I SCHOLARSHIP - NORTH CAROLINA CENTRAL UNIVERSITY 13,183
COLE PULLIAM


9500 BLACKTAIL ROAD
DILLON,MT59725 		NONE I SCHOLARSHIP - COLLEGE OF THE REDWOODS 6,000
KATIE VAN SLYKE


25 OSPREY COURT
DILLON,MT59725 		NONE I SCHOLARSHIP - BRIGHAM YOUNG UNIVERSITY 6,000
CATHERINE COX


5514 CRESCENTVIEW PKWY
RALEIGH,NC276064299 		NONE I SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY 9,093
MARLEY DOZIER


102 COURTYARD W
NEWPORT,NC285709540 		NONE I SCHOLARSHIP - WESTERN CAROLINA UNIVERSITY 8,084
BROOKE MUCCI


9041 TENDERFOOT TRAIL
RALEIGH,NC27615 		NONE I SCHOLARSHIP - LIBERTY UNIVERSITY 4,500
ROBERT RUSSELL


CURLY TAIL WAY 266
MARSH HARBOUR   242
BF 		NONE I SCHOLARSHIP - TOCCOA FALLS COLLEGE 9,000
BAILEY WOOTEN


301 LONGWOOD DRIVE
PINETOPS,NC27864 		NONE I SCHOLARSHIP - PITT COMMUNITY COLLEGE 4,670
AINSLEY SHIPMAN


432 S PACIFIC STREET
DILLON,MT59725 		NONE I SCHOLARSHIP - UNIVERSITY OF MONTANA 6,500
JENNA COLEBANK


1401 HALTWHISTLE STREET
WAKE FOREST,NC27587 		NONE I SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 6,002
KAYLA PEREZ


5716 BARHAM SIDING ROAD
WAKE FOREST,NC27587 		NONE I SCHOLARSHIP - APPALACHIAN STATE UNIVERSITY 3,939
HANNAH ROSE


1508 ROCKWOOD DOWNS DRIVE
WENDELL,NC27591 		NONE I SCHOLARSHIP - LIBERTY UNIVERSITY 9,000
EMMA HELMANDOLLAR


220 LONGWOOD DRIVE
YOUNGSVILLE,NC27591 		NONE I SCHOLARSHIP - WAKE TECHNICAL COMMUNITY COLLEGE 3,246
GRANT RICHARDSON


1405 CHIP SHOT DRIVE
MOREHEAD CITY,NC285574917 		NONE I SCHOLARSHIP - EAST CAROLINA UNIVERSITY 9,000
MCLAURIN HULL


1227 BUCKINGHAM ROAD
GREENSBORO,NC27408 		NONE I SCHOLARSHIP - DAVIDSON COLLEGE 9,000
MADELYNE LAWRENCE


1329 MAXWELL STREET
SALISBURY,NC281442837 		NONE I SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA WILMINGTON 8,402
WILL CHAPMAN


230 LUMBERJACK LANE
LOUISBURG,NC275499103 		NONE I SCHOLARSHIP - APPALACHIAN STATE UNIVERSITY 9,000
BRANDON EARP


1490 BRASWELL ROAD
SMITHFIELD,NC275778677 		NONE I SCHOLARSHIP - TYLER JUNIOR COLLEGE 9,921
MEADE VARNER


157 CAMP MOREHEAD DRIVE
MOREHEAD CITY,NC28557 		NONE I SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY 9,000
ASHLYN LITER


172 JACKS DRIVE
YOUNGSVILLE,NC27596 		NONE I SCHOLARSHIP - WAKE TECHNICAL COMMUNITY COLLEGE 3,946
JOELLE FAULKNER


P O BOX 571
ZEBULON,NC27597 		NONE I SCHOLARSHIP - NORTH CAROLINA AGRICULTURE & TECHNICAL STATE UNIVERSITY 7,154
CARLY FORTUNE


937 JONES WYND
WAKE FOREST,NC27587 		NONE I SCHOLARSHIP - EAST CAROLINA UNIVERSITY 7,977
KATELYN HOUSTON


4810 SLEEPY FALLS RUN
KNIGHTDALE,NC27545 		NONE I SCHOLARSHIP - NORTH CAROLINA AGRICULTURE & TECHNICAL STATE UNIVERSITY 7,205
ETHAN WILLIAMS


1400 WAVERLY ROAD NW
WILSON,NC278961484 		NONE I SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY 9,000
DUNCAN RODRIGUEZ


203 RALEIGH STREET 203
CHAPEL HILL,NC27514 		NONE I SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 12,000
THEO VAN DEREN


4320 ALBERS LANE
DILLON,MT59725 		NONE I SCHOLARSHIP - CARROLL COLLEGE 6,500
MADALEN SHIPMAN


432 S PACIFIC STREET
DILLON,MT59725 		NONE I SCHOLARSHIP - CARROLL COLLEGE 6,500
AYANNA ZIMMERMAN


820 N MONTANA STREET
DILLON,MT59725 		NONE I SCHOLARSHIP - BOISE STATE UNIVERSITY 6,500
HUNTER STONE


12418 PAWLEYS MILL CIRCLE
RALEIGH,NC27614 		NONE I SCHOLARSHIP - LOUISBURG COLLEGE 9,000
SARAH QUINERLY


100 UNITED STREET APT 200
GARNER,NC27529 		NONE I SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA GREENSBORO 9,000
CONNER VEZINA


461 GOSHAWK LANE
DILLON,MT59725 		NONE I SCHOLARSHIP - MONTANA STATE UNIVERSITY 6,500
KIM GIANNONE


5160 PIONEER MOUNTAINS SCENIC BYWAY
POLARIS,MT59746 		NONE I SCHOLARSHIP - UNIVERSITY OF MONTANA WESTERN 6,500
PAIGE ROUSE


171 GREEN MEADOW DRIVE
DILLON,MT59725 		NONE I SCHOLARSHIP - MONTANA TECH OF THE UNIVERSITY OF MONTANA 5,290
BRYAN SCHMIDLIN


3300 BACHELOR MOUNTAIN ROAD
DILLON,MT59725 		NONE I SCHOLARSHIP - MONTANA TECH OF THE UNIVERSITY OF MONTANA 6,500
BRADEN ANDERSON


423 BUFFALO DRIVE
DILLON,MT59725 		NONE I SCHOLARSHIP - MONTANA TECH OF THE UNIVERSITY OF MONTANA 6,500
CARSTEN LEMELIN


303 FERN LANE
DILLON,MT59725 		NONE I SCHOLARSHIP - UNIVERSITY OF MONTANA WESTERN 4,302
LUKE SHERWOOD


1600 BOND LANE
DILLON,MT59725 		NONE I SCHOLARSHIP - MONTANA TECH OF THE UNIVERSITY OF MONTANA 2,692
JON KIRKLEY


206 LEGGET AVE
DILLON,MT59725 		NONE I SCHOLARSHIP - UNIVERSITY OF MONTANA WESTERN 1,953
JORDYN WALKER


131 S NEVADA ST
DILLON,MT59725 		NONE I SCHOLARSHIP - UNIVERSITY OF MONTANA WESTERN 3,038
KYLEE LEWIS


400 N PACIFIC
DILLON,MT59725 		NONE I SCHOLARSHIP - MILES COMMUNITY COLLEGE 6,500
TAWNI SCHMAUCH


430 BEAVERHEAD LANE
DILLON,MT59725 		NONE I SCHOLARSHIP - UNIVERSITY OF MONTANA WESTERN 5,437
MAGGIE AKERS


6900 LAURDANE ROAD
RALEIGH,NC27613 		NONE I SCHOLARSHIP - MEREDITH COLLEGE 9,000
EMBER ERICKSON


535 GLENMERE DRIVE
KNIGHTDALE,NC27545 		NONE I SCHOLARSHIP - LIBERTY UNIVERSITY 9,000
ETHAN TOLAR


1058 EAST JUSTIN DRIVE
GARNER,NC27529 		NONE I SCHOLARSHIP - LIBERTY UNIVERSITY 9,000
THAXTON KEETON


46 FONTANA DRIVE
CLAYTON,NC27527 		NONE I SCHOLARSHIP - CAMPBELL UNIVERSITY 9,000
TREYTON GRAHAM


597 CRYSTAL LANE
DILLON,MT59725 		NONE I SCHOLARSHIP - CARROLL COLLEGE 6,500
CADEN HANSEN


1995 HWY 41 NORTH
DILLON,MT59725 		NONE I SCHOLARSHIP - CARROLL COLLEGE 6,500
ALIYAH GARDNER


35 SOUTHWIND LANE
DILLON,MT59725 		NONE I SCHOLARSHIP - ROCKY MOUNTAIN COLLEGE 6,500
KIANA MCRAE


45 LAKEWOOD DRIVE
WENDELL,MT27591 		NONE I SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA GREENSBORO 9,000
ELLA ERICKSON


535 GLENMERE DRIVE
KNIGHTDALE,MT27545 		NONE I SCHOLARSHIP - EAST CAROLINA UNIVERSITY 5,653
HALEY SPIVEY


1818 GRASSY FALLS LANE
WENDELL,NC27591 		NONE I SCHOLARSHIP - EAST CAROLINA UNIVERSITY 9,000
MICHAEL MCGUINNESS


604 SLOAN DRIVE
CARY,NC27511 		NONE I SCHOLARSHIP - EAST CAROLINA UNIVERSITY 12,000
BRADLEY HUFF


933 RICHLAND RIDGE DRIVE
WAKE FOREST,NC27587 		NONE I SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY 12,000
KARA PHELPS


1313 WESCOTT DRIVE
RALEIGH,NC27614 		NONE I SCHOLARSHIP - APPALACHIAN STATE UNIVERSITY 9,000
KATIE BEATTY


196 KENT STREET
YOUNGSVILLE,NC27596 		NONE I SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY 9,000
RMANI HENRY


3713 MARSHLANE WAY
RALEIGH,NC27610 		NONE I SCHOLARSHIP - NORTH CAROLINA AGRICULTURE & TECHNICAL STATE UNIVERSITY 9,035
TIA BROWN


829 NEWCOMBE ROAD
RALEIGH,NC27610 		NONE I SCHOLARSHIP - NORTH CAROLINA AGRICULTURE & TECHNICAL STATE UNIVERSITY 7,751
JESSE BOJKOVSKY


400 N IDAHO ST APT 15
DILLON,MT59725 		NONE I SCHOLARSHIP - MONTANA STATE UNIVERSITY 6,500
PORTER LARSON


971 EAST CENTER STREET
DILLON,MT59725 		NONE I SCHOLARSHIP - MONTANA STATE UNIVERSITY 6,500
JAMIE LAKE


12 N WALNUT STREET
DILLON,MT59725 		NONE I SCHOLARSHIP - UNIVERSITY OF MONTANA WESTERN 6,500
CATHERINE DENNIS


1125 RICHMOND ROAD
ROCKINGHAM,NC28379 		NONE I SCHOLARSHIP - WESTERN CAROLINA UNIVERSITY 9,000
PEYTON SHARP


104 FLANDERS LANE
CLAYTON,NC27520 		NONE I SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY 9,000
ABIGAIL BREVIG


374 MEADOWLARK
DILLON,MT59725 		NONE I SCHOLARSHIP - FLATHEAD VALLEY COMMUNITY COLLEGE 6,061
SOPHIE KIRKPATRICK


802 10TH STREET WEST
HAVRE,MT59501 		NONE I SCHOLARSHIP - MONTANA STATE UNIVERSITY NORTHERN 5,579
PARKER PUYEAR


180 COSGROVE LANE
DILLON,MT59725 		NONE I SCHOLARSHIP - CARROLL COLLEGE 6,500
ZOEY MORAST


620 S ARIZONA
DILLON,MT59725 		NONE I SCHOLARSHIP - MONTANA TECH OF THE UNIVERSITY OF MONTANA 6,500
JON KIRKLEY


206 LEGGET AVE
DILLON,MT59725 		NONE I SCHOLARSHIP - UNIVERSITY OF MONTANA WESTERN 3,250
CECILIA MACK


4305 HOLLY RUN ROAD
APEX,NC27539 		NONE I SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 9,000
EMILY MATAMOROS


2885 FLYNN LANE
DILLON,MT59725 		NONE I SCHOLARSHIP - MONTANA STATE UNIVERSITY 6,500
WESTON BROWN


92 CENTENNIAL TRAIL
BOZEMAN,MT59715 		NONE I SCHOLARSHIP - PRINCETON UNIVERSITY 9,000
KENNETH MORRISON


270 ELWOOD LANE
DILLON,MT59725 		NONE I SCHOLARSHIP - MONTANA STATE UNIVERSITY 6,500
JACKSON CRANE


38 N 25TH AVE
BOZEMAN,MT59718 		NONE I SCHOLARSHIP - UNIVERSITY OF MONTANA WESTERN 6,500
JADON RHYNE


601 GRIER STREET
LINCOLNTON,NC28092 		NONE I SCHOLARSHIP - FLORIDA STATE UNIVERSITY 9,000
TAURYN HANKINSON


32 BEAVERHEAD LANE
DILLON,MT59725 		NONE I SCHOLARSHIP - MONTANA STATE UNIVERSITY 6,480
RAY MORRISON


270 ELWOOD LANE
DILLON,MT59725 		NONE I SCHOLARSHIP - MONTANA STATE UNIVERSITY 6,500
GRACIE IPOCK


138B LINCOLN DRIVE
NEWPORT,NC28570 		NONE I SCHOLARSHIP - EAST CAROLINA UNIVERSITY 4,403
TYLER LAGUNAS


70 LINCOLN DRIVE
DILLON,MT59725 		NONE I SCHOLARSHIP - BRIGHAM YOUNG UNIVERSITY 4,859
MALYK WILSON


11202 SW 17TH STREET
MIAMI,FL33174 		NONE I SCHOLARSHIP - FLORIDA INTERNATIONAL UNIVERSITY 9,000
SHERIKA UNDERDUE


4 CONSTITUTION DRIVE
VIRGINIA BEACH,VA23462 		NONE I SCHOLARSHIP - SOUTH UNIVERSITY 3,210

BARRETT HOSPITAL DEVELOPMENT CORPORATION

600 STATE HWY 91 S
DILLON,MT59725 		NONE PC GENERAL OPERATION EXPENSES 3,500

BEAVERHEAD ALLIED SENIOR SERVICES

4 N WASHINGTON
DILLON,MT59725 		NONE PC GENERAL OPERATION EXPENSES 2,000

BEAVERHEAD COMMUNITY FOOD PANTRY

131 EAST HELENA ST
DILLON,MT59725 		NONE PC GENERAL OPERATION EXPENSES 1,000

BEAVERHEAD COMMUNITY WOOD BANK MINISTRY INC

PO BOX 1414
DILLON,MT59725 		NONE PC GENERAL OPERATION EXPENSES 1,000

BEAVERHEAD COUNTY MUSEUM ASSOCIATION

15 S MONTANA ST
DILLON,MT59725 		NONE PC GENERAL OPERATION EXPENSES 27,000

BEAVERHEAD LITTLE LEAGUE

PO BOX 1019
DILLON,MT59725 		NONE PC GENERAL OPERATION EXPENSES 10,000

BEAVERHEAD TRAILS COALITION

PO BOX 1314
DILLON,MT59725 		NONE PC GENERAL OPERATION EXPENSES 7,500

BOY SCOUTS OF AMERICA

1325 WEST WALNUT HILL LANE
IRVING,TX75038 		NONE PC GENERAL OPERATION EXPENSES 100,000

BOYS & GIRLS CLUB OF CENTRAL CAROLINA

105 WEST ST
OXFORD,NC27565 		NONE PC GENERAL OPERATION EXPENSES 2,500

BOYS & GIRLS CLUB OF THE COASTAL PLAIN

621 W FIRE TOWER ROAD
WINTERVILLE,NC28590 		NONE PC GENERAL OPERATION EXPENSES 5,000

BOYS AND GIRLS CLUBS OF RALEIGH

605 N RALEIGH BOULEVARD
RALEIGH,NC27610 		NONE PC GENERAL OPERATION EXPENSES 30,000

CAMP CHEERIO

1430 CAMP CHEERIO RD
GLADE VALLEY,NC28627 		NONE PC GENERAL OPERATION EXPENSES 2,500

CAMP CORRAL

5151 GLENWOOD AVENUE
RALEIGH,NC27612 		NONE PC GENERAL OPERATION EXPENSES 5,000

CAPPER FOUNDATION

3500 SW 10TH AVE
TOPEKA,KS66604 		NONE PC GENERAL OPERATION EXPENSES 2,500

COMMUNITY MUSIC SCHOOL

322 CHAPANOKE RD
RALEIGH,NC27603 		NONE PC GENERAL OPERATION EXPENSES 5,000

CONTEMPORARY ART MUSEUM OF RALEIGH

409 W MARTIN ST
RALEIGH,NC27603 		NONE PC GENERAL OPERATION EXPENSES 5,000

DILLON FRIENDS OF THE LIBRARY

PO BOX 1434
DILLON,MT59725 		NONE PC GENERAL OPERATION EXPENSES 1,500

DILLON LITTLE FIDDLERS

PO BOX 1001
DILLON,MT59725 		NONE PC GENERAL OPERATION EXPENSES 1,000

DIX PARK CONSERVANCY

PO BOX 28575
RALEIGH,NC27611 		NONE PC GENERAL OPERATION EXPENSES 200,000

DUKE UNIVERSITY

324 BLACKWELL ST WASHINGTON BLDG NO
850
DURHAM,NC27701 		NONE PC GENERAL OPERATION EXPENSES 5,000

EARLY CHILDHOOD COALITION

6304 MESA CIR
STILLWATER,OK74074 		NONE PC GENERAL OPERATION EXPENSES 2,000

FELLOWSHIP OF CHRISTIAN ATHLETES - TRIANGLE

4600 MARRIOTT DRIVE
RALEIGH,NC27612 		NONE PC GENERAL OPERATION EXPENSES 2,500

FIRST PRESBYTERIAN CHURCH

111 W MORGAN ST
RALEIGH,NC27601 		NONE PC GENERAL OPERATION EXPENSES 94,000

FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA

1924 CAPITAL BLVD
RALEIGH,NC27604 		NONE PC GENERAL OPERATION EXPENSES 25,000

FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INC

9201 UNIVERSITY CITY BLVD REESE 412
CHARLOTTE,NC28223 		NONE PC GENERAL OPERATION EXPENSES 12,000

FRANKIE LEMMON SCHOOL AND DEVELOPMENT CENTER INC

1800 GLENWOOD AVENUE
RALEIGH,NC27608 		NONE PC GENERAL OPERATION EXPENSES 5,000

FRIENDS OF BEAVERHEAD COUNTY FAIR

PO BOX 1314
DILLON,MT59725 		NONE PC GENERAL OPERATION EXPENSES 10,000

FRIENDS OF THE JAYCEE PARK LLC

110 S IDAHO ST
DILLON,MT59725 		NONE PC GENERAL OPERATION EXPENSES 1,000

GIRL SCOUTS OF MONTANA AND WYOMING

2303 GRAND AVE
BILLINGS,MT59102 		NONE PC GENERAL OPERATION EXPENSES 500

HABITAT FOR HUMANITY

2420 N RALEIGH BLVD
RALEIGH,NC27604 		NONE PC GENERAL OPERATION EXPENSES 7,500

HEALING TRANSITIONS

1251 GOODE STEET
RALEIGH,NC27603 		NONE PC GENERAL OPERATION EXPENSES 10,000

HEARTS AND HANDS FOR HAITI

2013 MIDWOOD DR
RALEIGH,NC27604 		NONE PC GENERAL OPERATION EXPENSES 50,000

HOSPICE OF WAKE COUNTY DBA TRANSITIONS LIFECARE

1300 ST MARYS ST 4TH FLOOR
RALEIGH,NC27605 		NONE PC GENERAL OPERATION EXPENSES 55,000

LEE COUNTY EDUCATION FOUNDATION

PO BOX 98
SANFORD,NC27331 		NONE PC GENERAL OPERATION EXPENSES 19,000

MEALS ON WHEELS OF WAKE COUNTY

401 E WHITAKER MILL RD
RALEIGH,NC27608 		NONE PC GENERAL OPERATION EXPENSES 1,000

MEREDITH COLLEGE

3800 HILLSBOROUGH ST
RALEIGH,NC27607 		NONE PC GENERAL OPERATION EXPENSES 20,000

MONTANA SPECIAL OLYMPICS

PO BOX 3507
GREAT FALLS,MT59403 		NONE PC GENERAL OPERATION EXPENSES 2,500

NC HUNTERS FOR HUNGRY

PO BOX 99048
RALEIGH,NC27624 		NONE PC GENERAL OPERATION EXPENSES 1,000

NC MUSEUM OF ART

2110 BLUE RIDGE RD
RALEIGH,NC27607 		NONE PC GENERAL OPERATION EXPENSES 5,000

NC MUSEUM OF HISTORY

5 EAST EDENTON ST
RALEIGH,NC27601 		NONE PC GENERAL OPERATION EXPENSES 30,000

NC MUSEUM OF NATURAL SCIENCES

11 WEST JONES STREET
RALEIGH,NC27601 		NONE PC GENERAL OPERATION EXPENSES 55,000

NC SPECIAL OLYMPICS

2200 GATEWAY CENTER BLVD SUITE 201
MORRISVILLE,NC27560 		NONE PC GENERAL OPERATION EXPENSES 5,000

NC SYMPHONY

3700 GLENWOOD AVE STE 130
RALEIGH,NC27612 		NONE PC GENERAL OPERATION EXPENSES 50,000

NC ZOOLOGICAL SOCIETY

4403 ZOO PARKWAY
ASHEBORO,NC27205 		NONE PC GENERAL OPERATION EXPENSES 150,000

NORTH CAROLINA STATE UNIVERSITY - POOLE COLLEGE OF MANAGEMENT

2801 FOUNDERS DR
RALEIGH,NC27695 		NONE PC GENERAL OPERATION EXPENSES 22,000

OXFORD MASONIC ORPHANAGE

600 COLLEGE ST
OXFORD,NC27565 		NONE PC GENERAL OPERATION EXPENSES 2,500

PATRIOT FOUNDATION

PO BOX 5069
PINEHURST,NC28374 		NONE PC GENERAL OPERATION EXPENSES 25,000

PRESBYTERIAN HOME GLENAIRE

4000 GLENAIRE CIRCLE
CARY,NC27511 		NONE PC GENERAL OPERATION EXPENSES 2,500

QUEEN'S UNIVERSITY

1900 SELWYN AVE
CHARLOTTE,NC28274 		NONE PC GENERAL OPERATION EXPENSES 2,500

RALEIGH RESCUE MISSION

1200 CORPORATION PKWY SUITE 121
RALEIGH,NC27610 		NONE PC GENERAL OPERATION EXPENSES 5,000

RAVENSCROFT SCHOOL

7409 FALLS OF NEUSE RD
RALEIGH,NC27615 		NONE PC GENERAL OPERATION EXPENSES 100,000

RIVERWOOD THERAPEUTIC RIDING CENTER

6825 ROLLING VIEW DRIVE
TOBACCOVILLE,NC27050 		NONE PC GENERAL OPERATION EXPENSES 2,500

SAFECHILD

864 WEST MORGAN STREET
RALEIGH,NC27603 		NONE PC GENERAL OPERATION EXPENSES 10,000

SALVATION ARMY

902 WAKE FOREST RD
RALEIGH,NC27604 		NONE PC GENERAL OPERATION EXPENSES 50,000

SAMARITAN'S PURSE

PO BOX 3000
BOONE,NC28607 		NONE PC GENERAL OPERATION EXPENSES 5,000

SHALLOW WELL UNITED CHURCH OF CHRIST

1220 BROADWAY RD
SANFORD,NC27332 		NONE PC GENERAL OPERATION EXPENSES 5,000

SOUTHWESTERN MONTANA YMCA

75 SWANSON WAY
DILLON,MT59725 		NONE PC GENERAL OPERATION EXPENSES 50,000

ST DAVID'S SCHOOL

3400 WHITE OAK RD
RALEIGH,NC27609 		NONE PC GENERAL OPERATION EXPENSES 2,500

ST MARY'S SCHOOL

900 HILLSBOROUGH ST
RALEIGH,NC27603 		NONE PC GENERAL OPERATION EXPENSES 10,000

STEP UP MINISTRY

1701 OBERLIN RD
RALEIGH,NC27608 		NONE PC GENERAL OPERATION EXPENSES 5,000

THE FOUNDATION FOR PBS NORTH CAROLINA

PO BOX 12231
RESEARCH TRIANGLE PARK,NC27709 		NONE PC GENERAL OPERATION EXPENSES 2,000

THE WILLIAM BLACK LODGE INC

PO BOX 819
MONTREAT,NC28757 		NONE PC GENERAL OPERATION EXPENSES 37,500

THE WOMEN'S RESOURCECOMMUNITY SUPPORT CENTER

236 E REEDER ST PO BOX 888
DILLON,MT59725 		NONE PC GENERAL OPERATION EXPENSES 2,500

TRIANGLE FAMILY SERVICES INC

3937 WESTERN BOULEVARD
RALEIGH,NC27606 		NONE PC GENERAL OPERATION EXPENSES 15,000

UNION PRESBYTERIAN SEMINARY

3401 BROOK RD
RICHMOND,VA23227 		NONE PC GENERAL OPERATION EXPENSES 20,000

UNITED WAY OF BEAVERHEAD COUNTY

PO BOX 263
DILLON,MT59725 		NONE PC GENERAL OPERATION EXPENSES 2,500

UNIVERSITY OF MONTANA WESTERN

710 S ATLANTIC STREET
DILLON,MT59725 		NONE PC GENERAL OPERATION EXPENSES 90,000

URBAN MINISTRIES OF WAKE COUNTY

1390 CAPITAL BLVD
RALEIGH,NC27603 		NONE PC GENERAL OPERATION EXPENSES 1,500

WAKE TECHNICAL COMMUNITY COLLEGE FOUNDATION INC

9101 FAYETTEVILLE ROAD
RALEIGH,NC27603 		NONE PC GENERAL OPERATION EXPENSES 34,900

WILLIAM PEACE UNIVERSITY

15 EAST PEACE ST
RALEIGH,NC27604 		NONE PC GENERAL OPERATION EXPENSES 2,500

YMCA WE BUILD PEOPLEYMCA OF THE TRIANGLE INC

801 CORPORATE CENTER DR SUITE 200
RALEIGH,NC27607 		NONE PC GENERAL OPERATION EXPENSES 50,000

YOUTH EMPLOYMENT PROGRAM INC

730 N MONTANA ST
DILLON,MT59720 		NONE PC GENERAL OPERATION EXPENSES 1,000

AUTOMOTIVE HALL OF FAME

21400 OAKWOOD BOULEVARD
DEARBORN,MI48124 		NONE PC GENERAL OPERATION EXPENSES 500

BECHMARK MINISTRIES INC

1200 BENCHMARK COURT
ROBBINS,NC27325 		NONE PC GENERAL OPERATION EXPENSES 2,500

CALVARY BAPTIST CHURCH

654 COURTNEY LANE
VILLAS,NC28692 		NONE PC GENERAL OPERATION EXPENSES 3,500

FOUNDATION FOR THE CAROLINAS

220 NORTH TRYON ST
CHARLOTTE,NC28202 		NONE PC GENERAL OPERATION EXPENSES 66,700

FOUNDATION OF HOPE

9401 GLENWOOD AVENUE
RALEIGH,NC27617 		NONE PC GENERAL OPERATION EXPENSES 12,500

GRANT SCHOOL BOOSTER CLUB

12420 HIGHWAY 324
DILLON,MT59725 		NONE PC GENERAL OPERATION EXPENSES 1,000

NORTH CAROLINA READING SERVICE

211 E SIX FORKS RD SUITE 103
RALEIGH,NC27609 		NONE PC GENERAL OPERATION EXPENSES 1,500

OUTREACH MISSIONS INC

507 S 3RD ST
SANFORD,NC27330 		NONE PC GENERAL OPERATION EXPENSES 4,000

PRETTY IN PINK FOUNDATION

5171 GLENWOOD AVENUE SUITE 360
RALEIGH,NC27612 		NONE PC GENERAL OPERATION EXPENSES 5,852

RALEIGH POLICE DEPARTMENT FOUNDATION

323 WEST JONES STREET 600
RALEIGH,NC27603 		NONE PC GENERAL OPERATION EXPENSES 20,000

TEMPLE THEATRE COMPANY

PO BOX 391
SANFORD,NC27331 		NONE PC GENERAL OPERATION EXPENSES 5,000
Total .................................right arrow 3a 2,553,287
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 1,050,162  
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 .....     14 22,404  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 3,954,372  
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) .. 0 5,026,938 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,026,938
(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 (2023)
Form 990-PF (2023)
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 SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
O TEMPLE SLOAN JR FOUNDATION
 
Employer identification number

56-1870844
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




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
Special Rules
......... Arrow Bullet $  
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
O TEMPLE SLOAN JR FOUNDATION
  		Employer identification number
56-1870844
Part I
Contributors
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
O TEMPLE SLOAN JR
821 WAKE FOREST ROAD
 
RALEIGH, NC276041219

$ 100,000


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
O TEMPLE SLOAN JR FOUNDATION
  		Employer identification number

56-1870844
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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
O TEMPLE SLOAN JR FOUNDATION
  		Employer identification number

56-1870844
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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
O TEMPLE SLOAN JR FOUNDATION
EIN:
56-1870844
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION AND ACCOUNTING FEES 8,595 6,446 0 2,149

TY 2023 InvestmentsCorpStockSchedule
Name:
O TEMPLE SLOAN JR FOUNDATION
EIN:
56-1870844
Name of Stock End of Year Book Value End of Year Fair Market Value
U.S. TRUST 32,259,398 41,775,342
MALIN CORPORATION PLC 552,132 142,498
AWG STOCK 1,437,290 2,559,291
NCS STOCK 3,083,211 6,007,941

TY 2023 OtherDecreasesSchedule
Name:
O TEMPLE SLOAN JR FOUNDATION
EIN:
56-1870844
Description Amount
OTHER CURRENT YEAR BOOK/TAX DIFFERENCES 25,250


TY 2023 OtherExpensesSchedule
Name:
O TEMPLE SLOAN JR FOUNDATION
EIN:
56-1870844
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE SUPPLIES 1,380 1,035 0 345
ASSET MGMT FEES & MISC. EXPENSE - U.S. TRUST 153,097 153,097 0 0
MISCELLANEOUS 2,880 0 0 2,880
OTHER EXPENSES - BLACKSTONE K-1 6,874 6,874 0 0
WEBSITE MAINTENANCE 5,600 0 0 5,600


TY 2023 OtherIncomeSchedule2
Name:
O TEMPLE SLOAN JR FOUNDATION
EIN:
56-1870844
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
U.S. TRUST MISCELLANEOUS RECEIPTS 2,032 2,032 0
OTHER INCOME - BLACKSTONE K-1 20,372 20,372 0


TY 2023 TaxesSchedule
Name:
O TEMPLE SLOAN JR FOUNDATION
EIN:
56-1870844
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 90,000 0 0 0