2025-11-10T11:01:35-05:00 2024-12-31 920460586 PWC US TAX LLP 301 GRANT STREET 45TH FLOOR PITTSBURGH PA 15219 990PF 2024-01-01 470772674 WILLIAM SCOTT STUART JR FAMILY FOUNDATION STUA 9529228477 PO BOX 0634 MILWAUKEE WI 532010634 - TRUSTEE 9529228477 2025-10-15 true true ALLISON J VALENTY P00963824 4123556000 2025-10-15 X 2024 2025-03-06 01:10:19Z X 1317010 X 36160 36096 28526 241776 28526 0 1489 40 66175 64662 0 0 0 0 0 0 1500 0 0 1500 12691 10153 2538 0 761 534 0 0 0 0 0 0 0 25 25 14977 10687 0 4063 60500 60500 75477 10687 0 64563 -9302 53975 0 9714 14215 14215 19559 26794 26794 0 0 0 964379 943454 1275260 891 741 741 994543 985204 1317010 0 X 994543 985204 994543 985204 994543 985204 994543 -9302 0 985241 37 985204 111.591 VANGUARD INTERNATIONAL GROWTH FUND 2017-06-21 2024-02-06 11280 9419 1861 1861 50. INVESCO QQQ TRUST ETF 2024-04-01 22247 9344 12903 12903 15.47 VANGUARD 500 IDX ADML 2020-03-03 2024-04-01 7485 4301 3184 3184 6071.806 BAIRD AGGREGATE BOND FD INSTL 2024-04-29 57621 68488 -10867 -10867 2368.648 PGIM TOTAL RETURN BOND CL R6 2023-09-05 2024-04-29 27595 27468 127 127 21.236 VANGUARD 500 IDX ADML 2024-04-29 10033 5351 4682 4682 1. NOVO-NORDISK A S ADR 1911-11-11 2024-06-17 14 14 14 1553.853 CREDIT SUISSE COMMODITY RETURN 2024-04-29 2024-07-24 34464 36500 -2036 -2036 1. WELLS FARGO 1911-11-11 2024-08-22 11 11 11 150. INVESCO S P 500 EQUAL WEIGHT ETF 2024-04-29 2024-09-12 25838 24557 1281 1281 75. ISHARES CORE US REIT ETF 2023-09-05 2024-10-07 4473 3819 654 654 37.678 VANGUARD 500 IDX ADML 2017-06-26 2024-10-07 19808 8482 11326 11326 1533.743 BAIRD AGGREGATE BOND FD INSTL 2024-09-12 2024-12-19 14862 15521 -659 -659 CAPITAL GAIN DIVIDENDS P 6045 CAPITAL GAIN DIVIDENDS P 6045 CAPITAL GAIN DIVIDENDS P 6045 CAPITAL GAIN DIVIDENDS P 6045 CAPITAL GAIN DIVIDENDS P 6045 CAPITAL GAIN DIVIDENDS P 6045 CAPITAL GAIN DIVIDENDS P 6045 CAPITAL GAIN DIVIDENDS P 6045 CAPITAL GAIN DIVIDENDS P 6045 CAPITAL GAIN DIVIDENDS P 6045 CAPITAL GAIN DIVIDENDS P 6045 CAPITAL GAIN DIVIDENDS P 6045 CAPITAL GAIN DIVIDENDS P 6045 28526 750 0 750 0 750 288 0 0 288 0 462 0 0 false false false false false false false true true MN true false false false false true U S BANK NATIONAL ASSOCIATION 6123034880 800 NICOLLET MALL MINEAPOLIS MN 55402 false false false false false false false false false false false false false false false false false false false false false SCOTT STUART JR MD PO BOX 24227 MINNEAPOLIS MN 55424 PRESIDENT & DIRECTOR 5 0 TIFFANY A STUART PO BOX 24227 MINNEAPOLIS MN 55424 TREASURER & DIRECTOR 5 0 NONE 0 NONE 0 1265507 36429 0 1301936 0 0 1301936 19529 1282407 64120 64120 750 750 63370 0 63370 0 63370 64563 0 0 0 0 64563 63370 0 0 0 0 0 0 39934 39934 64563 0 0 0 63370 1193 0 0 41127 0 0 0 0 0 0 0 41127 0 0 0 39934 1193 SCOTT STUART JR MD NONE SCOTT STUART JR MD PRESIDENT P O BOX 24227 MINNEAPOLIS MN 55424 9529228477 THE ORGANIZATION REQUESTING A GRANT SHOULD FURNISH AN OPINION TO THE EFFECT THAT THE ORGANIZATION HAS BEEN CERTIFIED BY THE INTERNAL REVENUE SERVICE TO WHICH CONTRIBUTIONS ARE DEDUCTIBLE. APPLICATIONS ARE ACCEPTED AT ANY TIME. NOTICE OF APPROVAL, REJECTION, OR REQUESTS FOR ADDITIONAL INF NONE TEXAS CHRISTIAN UNIVERSITY OFFICE OF DEVELOPMENT PO BOX 297042 FORT WORTH TX 761297042 NONE PC GENERAL OPERATING 50000 TEXAS RANGERS BASEBALL FOUNDATION 734 STADIUM DR ARLINGTON TX 760116203 NONE PC GENERAL OPERATING 10000 CLAYTON DABNEY FOR KIDS WITH CANCER 2825 OAK LAWN AVENUE 192136 DALLAS TX 75219 NONE PC GENERAL OPERATING 500 60500 14 36160 18 28526 OTHER INCOME 1 40 FEDERAL TAX REFUND 1 1449 66175 66175 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1500 1500 464287499 ISHARES RUSSELL MID AT COST 92609 106080 19765N245 COLUMBIA DIVIDEND IN 922908686 VANGUARD SMALL CAP I AT COST 55000 63465 46432F842 ISHARES CORE MSCI EA AT COST 167740 184485 46090E103 INVESCO QQQ TRUST ET AT COST 70796 230054 922908710 VANGUARD 500 INDEX A AT COST 74768 180255 921910501 VANGUARD INTERNATION 057071854 BAIRD AGGREGATE BOND AT COST 76447 74036 04314H568 ARTISAN HIGH INCOME AT COST 62441 65803 464288521 ISHARES CORE US REIT AT COST 45828 51579 46434G103 ISHARES CORE MSCI EM AT COST 59250 65275 74440B884 PGIM TOTAL RETURN BO AT COST 67500 68452 19766M840 COLUMBIA DIVIDEND IN AT COST 132075 147121 861728400 STONE RIDGE HY REINS AT COST 39000 38655 000000000 MISCELLANEOUS ENTRY 891 741 741 COST BASIS ADJUSTMENT 37 STATE FILING FEE/TAX 25 0 25 OTHER INCOME 40 40 FEDERAL TAX REFUND 1449 0 OTHER EXPENSE (NON-DEDUCTIBLE 12691 10153 2538 FOREIGN TAXES 359 359 0 FEDERAL ESTIMATES - PRINCIPAL 227 0 0 FOREIGN TAXES ON NONQUALIFIED 175 175 0