﻿<?xml version="1.0" encoding="utf-8"?>
<Return xmlns="http://www.irs.gov/efile" returnVersion="2024v5.1">
  <ReturnHeader binaryAttachmentCnt="0">
    <ReturnTs>2025-04-09T16:42:54-04:00</ReturnTs>
    <TaxPeriodEndDt>2024-12-31</TaxPeriodEndDt>
    <PreparerFirmGrp>
      <PreparerFirmEIN>431873852</PreparerFirmEIN>
      <PreparerFirmName>
        <BusinessNameLine1Txt>The Tax Office</BusinessNameLine1Txt>
      </PreparerFirmName>
      <PreparerUSAddress>
        <AddressLine1Txt>3904 S Old Hwy 94 Ste 300</AddressLine1Txt>
        <CityNm>Saint Charles</CityNm>
        <StateAbbreviationCd>MO</StateAbbreviationCd>
        <ZIPCd>63304</ZIPCd>
      </PreparerUSAddress>
    </PreparerFirmGrp>
    <ReturnTypeCd>990PF</ReturnTypeCd>
    <TaxPeriodBeginDt>2024-01-01</TaxPeriodBeginDt>
    <Filer>
      <EIN>272377130</EIN>
      <BusinessName>
        <BusinessNameLine1Txt>KURT AND BEVERLY NELSON FOUNDATION</BusinessNameLine1Txt>
      </BusinessName>
      <InCareOfNm>% KURT NELSON</InCareOfNm>
      <BusinessNameControlTxt>KURT</BusinessNameControlTxt>
      <PhoneNum>8437082669</PhoneNum>
      <USAddress>
        <AddressLine1Txt>441 PALOMINO PATH</AddressLine1Txt>
        <CityNm>SAINT PETERS</CityNm>
        <StateAbbreviationCd>MO</StateAbbreviationCd>
        <ZIPCd>63376</ZIPCd>
      </USAddress>
    </Filer>
    <BusinessOfficerGrp>
      <PersonNm>KURT NELSON</PersonNm>
      <PersonTitleTxt>PRESIDENT</PersonTitleTxt>
      <PhoneNum>8437082669</PhoneNum>
      <SignatureDt>2025-04-01</SignatureDt>
      <DiscussWithPaidPreparerInd>true</DiscussWithPaidPreparerInd>
    </BusinessOfficerGrp>
    <IRSResponsiblePrtyInfoCurrInd>true</IRSResponsiblePrtyInfoCurrInd>
    <PreparerPersonGrp>
      <PreparerPersonNm>GREGORY S HANSEN</PreparerPersonNm>
      <PTIN>P00612965</PTIN>
      <PhoneNum>6369267511</PhoneNum>
      <PreparationDt>2025-04-09</PreparationDt>
    </PreparerPersonGrp>
    <TaxYr>2024</TaxYr>
    <BuildTS>2025-03-06 01:10:19Z</BuildTS>
  </ReturnHeader>
  <ReturnData documentCnt="6">
    <IRS990PF documentId="IRS990PF">
      <Organization501c3ExemptPFInd>X</Organization501c3ExemptPFInd>
      <FMVAssetsEOYAmt>80048</FMVAssetsEOYAmt>
      <MethodOfAccountingCashInd>X</MethodOfAccountingCashInd>
      <AnalysisOfRevenueAndExpenses>
        <ContriRcvdRevAndExpnssAmt>2700</ContriRcvdRevAndExpnssAmt>
        <ScheduleBNotRequiredInd>X</ScheduleBNotRequiredInd>
        <DividendsRevAndExpnssAmt>1782</DividendsRevAndExpnssAmt>
        <DividendsNetInvstIncmAmt>1782</DividendsNetInvstIncmAmt>
        <DividendsAdjNetIncmAmt>1782</DividendsAdjNetIncmAmt>
        <NetGainSaleAstRevAndExpnssAmt referenceDocumentId="STM139">4184</NetGainSaleAstRevAndExpnssAmt>
        <GrossSalesPriceAmt>11657</GrossSalesPriceAmt>
        <CapGainNetIncmNetInvstIncmAmt>569</CapGainNetIncmNetInvstIncmAmt>
        <TotalRevAndExpnssAmt>8666</TotalRevAndExpnssAmt>
        <TotalNetInvstIncmAmt>2351</TotalNetInvstIncmAmt>
        <TotalAdjNetIncmAmt>1782</TotalAdjNetIncmAmt>
        <AccountingFeesRevAndExpnssAmt referenceDocumentId="STM108">1200</AccountingFeesRevAndExpnssAmt>
        <OtherProfFeesRevAndExpnssAmt referenceDocumentId="STM109">529</OtherProfFeesRevAndExpnssAmt>
        <TaxesRevAndExpnssAmt referenceDocumentId="STM110">60</TaxesRevAndExpnssAmt>
        <OtherExpensesRevAndExpnssAmt referenceDocumentId="STM103">14829</OtherExpensesRevAndExpnssAmt>
        <OtherExpensesDsbrsChrtblAmt>7559</OtherExpensesDsbrsChrtblAmt>
        <TotOprExpensesRevAndExpnssAmt>16618</TotOprExpensesRevAndExpnssAmt>
        <TotOprExpensesNetInvstIncmAmt>0</TotOprExpensesNetInvstIncmAmt>
        <TotOprExpensesDsbrsChrtblAmt>7559</TotOprExpensesDsbrsChrtblAmt>
        <ContriPaidRevAndExpnssAmt>0</ContriPaidRevAndExpnssAmt>
        <ContriPaidDsbrsChrtblAmt>0</ContriPaidDsbrsChrtblAmt>
        <TotalExpensesRevAndExpnssAmt>16618</TotalExpensesRevAndExpnssAmt>
        <TotalExpensesNetInvstIncmAmt>0</TotalExpensesNetInvstIncmAmt>
        <TotalExpensesDsbrsChrtblAmt>7559</TotalExpensesDsbrsChrtblAmt>
        <ExcessRevenueOverExpensesAmt>-7952</ExcessRevenueOverExpensesAmt>
        <NetInvestmentIncomeAmt>2351</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>1782</AdjustedNetIncomeAmt>
      </AnalysisOfRevenueAndExpenses>
      <Form990PFBalanceSheetsGrp>
        <SavAndTempCashInvstBOYAmt>88000</SavAndTempCashInvstBOYAmt>
        <SavAndTempCashInvstEOYAmt>80048</SavAndTempCashInvstEOYAmt>
        <SavAndTempCashInvstEOYFMVAmt>80048</SavAndTempCashInvstEOYFMVAmt>
        <TotalAssetsBOYAmt>88000</TotalAssetsBOYAmt>
        <TotalAssetsEOYAmt>80048</TotalAssetsEOYAmt>
        <TotalAssetsEOYFMVAmt>80048</TotalAssetsEOYFMVAmt>
        <TotalLiabilitiesBOYAmt>0</TotalLiabilitiesBOYAmt>
        <TotalLiabilitiesEOYAmt>0</TotalLiabilitiesEOYAmt>
        <OrgDoesNotFollowFASB117Ind>X</OrgDoesNotFollowFASB117Ind>
        <RetainedEarningBOYAmt>88000</RetainedEarningBOYAmt>
        <RetainedEarningEOYAmt>80048</RetainedEarningEOYAmt>
        <TotNetAstOrFundBalancesBOYAmt>88000</TotNetAstOrFundBalancesBOYAmt>
        <TotNetAstOrFundBalancesEOYAmt>80048</TotNetAstOrFundBalancesEOYAmt>
        <TotalLiabilitiesNetAstBOYAmt>88000</TotalLiabilitiesNetAstBOYAmt>
        <TotalLiabilitiesNetAstEOYAmt>80048</TotalLiabilitiesNetAstEOYAmt>
      </Form990PFBalanceSheetsGrp>
      <ChgInNetAssetsFundBalancesGrp>
        <TotNetAstOrFundBalancesBOYAmt>88000</TotNetAstOrFundBalancesBOYAmt>
        <ExcessRevenueOverExpensesAmt>-7952</ExcessRevenueOverExpensesAmt>
        <SubtotalAmt>80048</SubtotalAmt>
        <TotNetAstOrFundBalancesEOYAmt>80048</TotNetAstOrFundBalancesEOYAmt>
      </ChgInNetAssetsFundBalancesGrp>
      <CapGainsLossTxInvstIncmDetail>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>CAPITAL GAIN DISTRIBUTIONS</PropertyDesc>
          <GrossSalesPriceAmt>569</GrossSalesPriceAmt>
          <GainOrLossAmt>569</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>569</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapitalGainNetIncomeAmt>569</CapitalGainNetIncomeAmt>
      </CapGainsLossTxInvstIncmDetail>
      <ExciseTaxBasedOnInvstIncmGrp>
        <InvestmentIncomeExciseTaxAmt>33</InvestmentIncomeExciseTaxAmt>
        <TaxUnderSection511Amt>0</TaxUnderSection511Amt>
        <SubtotalAmt>33</SubtotalAmt>
        <SubtitleATaxAmt>0</SubtitleATaxAmt>
        <TaxBasedOnInvestmentIncomeAmt>33</TaxBasedOnInvestmentIncomeAmt>
        <TaxDueAmt>33</TaxDueAmt>
      </ExciseTaxBasedOnInvstIncmGrp>
      <StatementsRegardingActyGrp>
        <LegislativePoliticalActyInd>false</LegislativePoliticalActyInd>
        <MoreThan100SpentInd>false</MoreThan100SpentInd>
        <Form1120POLFiledInd>false</Form1120POLFiledInd>
        <ActivitiesNotPreviouslyRptInd>false</ActivitiesNotPreviouslyRptInd>
        <ChangesToArticlesOrBylawsInd>false</ChangesToArticlesOrBylawsInd>
        <UnrelatedBusIncmOverLimitInd>false</UnrelatedBusIncmOverLimitInd>
        <OrganizationDissolvedEtcInd>false</OrganizationDissolvedEtcInd>
        <Section508eRqrSatisfiedInd>false</Section508eRqrSatisfiedInd>
        <AtLeast5000InAssetsInd>true</AtLeast5000InAssetsInd>
        <Form990PFFiledWithAttyGenInd>false</Form990PFFiledWithAttyGenInd>
        <PrivateOperatingFoundationInd>false</PrivateOperatingFoundationInd>
        <NewSubstantialContributorsInd>false</NewSubstantialContributorsInd>
        <OwnControlledEntityInd>false</OwnControlledEntityInd>
        <DonorAdvisedFundInd>false</DonorAdvisedFundInd>
        <ComplyWithPublicInspRqrInd>true</ComplyWithPublicInspRqrInd>
        <IndividualWithBooksNm>KURT NELSON</IndividualWithBooksNm>
        <PhoneNum>8437082669</PhoneNum>
        <LocationOfBooksUSAddress>
          <AddressLine1Txt>441 PALOMINO PATH</AddressLine1Txt>
          <CityNm>SAINT PETERS</CityNm>
          <StateAbbreviationCd>MO</StateAbbreviationCd>
          <ZIPCd>63376</ZIPCd>
        </LocationOfBooksUSAddress>
        <ForeignAccountsQuestionInd>false</ForeignAccountsQuestionInd>
      </StatementsRegardingActyGrp>
      <StatementsRegardingActy4720Grp>
        <SubjToTaxRmnrtnExPrchtPymtInd>false</SubjToTaxRmnrtnExPrchtPymtInd>
      </StatementsRegardingActy4720Grp>
      <OfficerDirTrstKeyEmplInfoGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>KURT NELSON</PersonNm>
          <USAddress>
            <AddressLine1Txt>441 PALOMINO PATH</AddressLine1Txt>
            <CityNm>SAINT PETERS</CityNm>
            <StateAbbreviationCd>MO</StateAbbreviationCd>
            <ZIPCd>63376</ZIPCd>
          </USAddress>
          <TitleTxt>PRESIDENT</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>1.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>BEVERLY NELSON</PersonNm>
          <USAddress>
            <AddressLine1Txt>441 PALOMINO PATH</AddressLine1Txt>
            <CityNm>SAINT PETERS</CityNm>
            <StateAbbreviationCd>MO</StateAbbreviationCd>
            <ZIPCd>63376</ZIPCd>
          </USAddress>
          <TitleTxt>SECRETARY</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>1.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <CompOfHghstPdEmplOrNONETxt>NONE</CompOfHghstPdEmplOrNONETxt>
        <OtherEmployeePaidOver50kCnt>0</OtherEmployeePaidOver50kCnt>
        <CompOfHghstPdCntrctOrNONETxt>NONE</CompOfHghstPdCntrctOrNONETxt>
      </OfficerDirTrstKeyEmplInfoGrp>
      <SummaryOfDirectChrtblActyGrp>
        <Description1Txt>THE ORGANIZATION WORKS TO DISTRIBUTE ASSETS TO OTHER 501C3 NOT-FOR-PROFIT ORGANIZATIONS WHICH SHARE OUR ORGANIZATIONS EDUCATIONAL AND RELIGOUS PURPOSES</Description1Txt>
        <Expenses1Amt>0</Expenses1Amt>
      </SummaryOfDirectChrtblActyGrp>
      <SumOfProgramRelatedInvstGrp>
        <Description1Txt>NA</Description1Txt>
        <Expenses1Amt>0</Expenses1Amt>
        <TotalAmt>0</TotalAmt>
      </SumOfProgramRelatedInvstGrp>
      <MinimumInvestmentReturnGrp>
        <AverageMonthlyFMVOfSecAmt>0</AverageMonthlyFMVOfSecAmt>
        <AverageMonthlyCashBalancesAmt>6721</AverageMonthlyCashBalancesAmt>
        <FMVAllOtherNoncharitableAstAmt>0</FMVAllOtherNoncharitableAstAmt>
        <TotalFMVOfUnusedAssetsAmt>6721</TotalFMVOfUnusedAssetsAmt>
        <ReductionClaimedAmt>0</ReductionClaimedAmt>
        <AcquisitionIndebtednessAmt>0</AcquisitionIndebtednessAmt>
        <AdjustedTotalFMVOfUnusedAstAmt>6721</AdjustedTotalFMVOfUnusedAstAmt>
        <CashDeemedCharitableAmt>101</CashDeemedCharitableAmt>
        <NetVlNoncharitableAssetsAmt>6620</NetVlNoncharitableAssetsAmt>
        <MinimumInvestmentReturnAmt>331</MinimumInvestmentReturnAmt>
      </MinimumInvestmentReturnGrp>
      <DistributableAmountGrp>
        <MinimumInvestmentReturnAmt>331</MinimumInvestmentReturnAmt>
        <TaxBasedOnInvestmentIncomeAmt>33</TaxBasedOnInvestmentIncomeAmt>
        <IncomeTaxAmt>33</IncomeTaxAmt>
        <TotalTaxAmt>66</TotalTaxAmt>
        <DistributableBeforeAdjAmt>265</DistributableBeforeAdjAmt>
        <DistributableBeforeDedAmt>265</DistributableBeforeDedAmt>
        <DistributableAsAdjustedAmt>265</DistributableAsAdjustedAmt>
      </DistributableAmountGrp>
      <PFQualifyingDistributionsGrp>
        <ExpensesAndContributionsAmt>7559</ExpensesAndContributionsAmt>
        <QualifyingDistributionsAmt>7559</QualifyingDistributionsAmt>
      </PFQualifyingDistributionsGrp>
      <UndistributedIncomeGrp>
        <DistributableAsAdjustedAmt>265</DistributableAsAdjustedAmt>
        <ExcessDistributionCyovYr3Amt>5975</ExcessDistributionCyovYr3Amt>
        <ExcessDistributionCyovYr2Amt>4608</ExcessDistributionCyovYr2Amt>
        <ExcessDistributionCyovYr1Amt>6319</ExcessDistributionCyovYr1Amt>
        <TotalExcessDistributionCyovAmt>16902</TotalExcessDistributionCyovAmt>
        <QualifyingDistributionsAmt>7559</QualifyingDistributionsAmt>
        <AppliedToCurrentYearAmt>265</AppliedToCurrentYearAmt>
        <RemainingDistriFromCorpusAmt>7294</RemainingDistriFromCorpusAmt>
        <TotalCorpusAmt>24196</TotalCorpusAmt>
        <UndistributedIncomeCYAmt>0</UndistributedIncomeCYAmt>
        <ExcessDistriCyovToNextYrAmt>24196</ExcessDistriCyovToNextYrAmt>
        <ExcessFromYear3Amt>5975</ExcessFromYear3Amt>
        <ExcessFromYear2Amt>4608</ExcessFromYear2Amt>
        <ExcessFromYear1Amt>6319</ExcessFromYear1Amt>
        <ExcessFromCurrentYearAmt>7294</ExcessFromCurrentYearAmt>
      </UndistributedIncomeGrp>
      <SupplementaryInformationGrp>
        <ContributingManagerNm>NA</ContributingManagerNm>
        <ShareholderManagerNm>NA</ShareholderManagerNm>
        <OnlyContriToPreselectedInd>X</OnlyContriToPreselectedInd>
        <TotalGrantOrContriPdDurYrAmt>0</TotalGrantOrContriPdDurYrAmt>
        <TotalGrantOrContriApprvFutAmt>0</TotalGrantOrContriApprvFutAmt>
      </SupplementaryInformationGrp>
      <AnalysisIncomeProducingActyGrp>
        <DividendsAndInterestFromSecDtl>
          <RelatedOrExemptFunctionIncmAmt>1782</RelatedOrExemptFunctionIncmAmt>
        </DividendsAndInterestFromSecDtl>
        <GainSalesAstOthThanInvntryGrp>
          <RelatedOrExemptFunctionIncmAmt>4184</RelatedOrExemptFunctionIncmAmt>
        </GainSalesAstOthThanInvntryGrp>
        <SubtotalsIncmProducingActyGrp>
          <RelatedOrExemptFunctionIncmAmt>5966</RelatedOrExemptFunctionIncmAmt>
        </SubtotalsIncmProducingActyGrp>
        <TotalIncomeProducingActyAmt>5966</TotalIncomeProducingActyAmt>
      </AnalysisIncomeProducingActyGrp>
      <RlnOfActyToAccomOfExmptPrpsGrp>
        <RlnOfActyToAccomOfExmptPrpsGrp>
          <LineNumberTxt>1A</LineNumberTxt>
          <RelationshipStatementTxt>NA</RelationshipStatementTxt>
        </RlnOfActyToAccomOfExmptPrpsGrp>
      </RlnOfActyToAccomOfExmptPrpsGrp>
      <TrnsfrTransRlnNonchrtblEOGrp>
        <TrnsfrOfCashToNonchrtblEOInd>false</TrnsfrOfCashToNonchrtblEOInd>
        <TrnsfrOtherAssetNonchrtblEOInd>false</TrnsfrOtherAssetNonchrtblEOInd>
        <SalesOrExchangesOfAssetsInd>false</SalesOrExchangesOfAssetsInd>
        <PurchaseOfAssetsNonchrtblEOInd>false</PurchaseOfAssetsNonchrtblEOInd>
        <RentalOfFacilitiesOthAssetsInd>false</RentalOfFacilitiesOthAssetsInd>
        <ReimbursementArrangementsInd>false</ReimbursementArrangementsInd>
        <LoansOrLoanGuaranteesInd>false</LoansOrLoanGuaranteesInd>
        <PerformanceOfServicesEtcInd>false</PerformanceOfServicesEtcInd>
        <SharingOfFacilitiesEtcInd>false</SharingOfFacilitiesEtcInd>
        <RelationshipsNonchrtblEOInd>false</RelationshipsNonchrtblEOInd>
      </TrnsfrTransRlnNonchrtblEOGrp>
    </IRS990PF>
    <AccountingFeesSchedule documentId="STM108">
      <AccountingFeesDetail>
        <CategoryTxt>ACCOUNTING FEES</CategoryTxt>
        <Amt>600</Amt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>0</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </AccountingFeesDetail>
      <AccountingFeesDetail>
        <CategoryTxt>ACCOUNTING FEES</CategoryTxt>
        <Amt>600</Amt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>0</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </AccountingFeesDetail>
    </AccountingFeesSchedule>
    <GainLossSaleOtherAssetsSch documentId="STM139">
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>12938 JH BOND R6 JHBSX</AssetDesc>
        <AcquiredDt>2017-01</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-01</SoldDt>
        <PurchaserNameGrp>
          <PersonNm>SOLD THROUGH EDWARD JONES</PersonNm>
        </PurchaserNameGrp>
        <GrossSalesPriceAmt>174</GrossSalesPriceAmt>
        <BasisAmt>176</BasisAmt>
        <SalesExpenseAmt>0</SalesExpenseAmt>
        <TotalNetAmt>-2</TotalNetAmt>
        <AccumulatedDepreciationAmt>0</AccumulatedDepreciationAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>405173 LORD ABBETT LOGVX</AssetDesc>
        <AcquiredDt>2017-01</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-01</SoldDt>
        <PurchaserNameGrp>
          <PersonNm>SOLD THROUGH EDWARD JONES</PersonNm>
        </PurchaserNameGrp>
        <GrossSalesPriceAmt>981</GrossSalesPriceAmt>
        <BasisAmt>1135</BasisAmt>
        <SalesExpenseAmt>0</SalesExpenseAmt>
        <TotalNetAmt>-154</TotalNetAmt>
        <AccumulatedDepreciationAmt>0</AccumulatedDepreciationAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>10 NVIDIA CORP NVDA</AssetDesc>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-12</SoldDt>
        <PurchaserNameGrp>
          <PersonNm>SOLD THROUGH EDWARD JONES</PersonNm>
        </PurchaserNameGrp>
        <GrossSalesPriceAmt>1451</GrossSalesPriceAmt>
        <BasisAmt>263</BasisAmt>
        <SalesExpenseAmt>0</SalesExpenseAmt>
        <TotalNetAmt>1188</TotalNetAmt>
        <AccumulatedDepreciationAmt>0</AccumulatedDepreciationAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>27558 LORD ABBETT LOGVX</AssetDesc>
        <AcquiredDt>2019-08</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-01</SoldDt>
        <PurchaserNameGrp>
          <PersonNm>SOLD THROUGH EDWARD JONES</PersonNm>
        </PurchaserNameGrp>
        <GrossSalesPriceAmt>67</GrossSalesPriceAmt>
        <BasisAmt>68</BasisAmt>
        <SalesExpenseAmt>0</SalesExpenseAmt>
        <TotalNetAmt>-1</TotalNetAmt>
        <AccumulatedDepreciationAmt>0</AccumulatedDepreciationAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>88 MANULIFE FINANCIAL MFC</AssetDesc>
        <AcquiredDt>2019-08</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-01</SoldDt>
        <PurchaserNameGrp>
          <PersonNm>SOLD THROUGH EDWARD JONES</PersonNm>
        </PurchaserNameGrp>
        <GrossSalesPriceAmt>1848</GrossSalesPriceAmt>
        <BasisAmt>1485</BasisAmt>
        <SalesExpenseAmt>0</SalesExpenseAmt>
        <TotalNetAmt>363</TotalNetAmt>
        <AccumulatedDepreciationAmt>0</AccumulatedDepreciationAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>7 PROCTOR &amp; GAMBLE CO PG</AssetDesc>
        <AcquiredDt>2017-04</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-01</SoldDt>
        <PurchaserNameGrp>
          <PersonNm>SOLD THROUGH EDWARD JONES</PersonNm>
        </PurchaserNameGrp>
        <GrossSalesPriceAmt>1033</GrossSalesPriceAmt>
        <BasisAmt>633</BasisAmt>
        <SalesExpenseAmt>0</SalesExpenseAmt>
        <TotalNetAmt>400</TotalNetAmt>
        <AccumulatedDepreciationAmt>0</AccumulatedDepreciationAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>20 FORTIS FTS</AssetDesc>
        <AcquiredDt>2019-08</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-01</SoldDt>
        <PurchaserNameGrp>
          <PersonNm>SOLD THROUGH EDWARD JONES</PersonNm>
        </PurchaserNameGrp>
        <GrossSalesPriceAmt>800</GrossSalesPriceAmt>
        <BasisAmt>815</BasisAmt>
        <SalesExpenseAmt>0</SalesExpenseAmt>
        <TotalNetAmt>-15</TotalNetAmt>
        <AccumulatedDepreciationAmt>0</AccumulatedDepreciationAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>60 MANULIFE FINANCIAL JFC</AssetDesc>
        <AcquiredDt>2019-08</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-12</SoldDt>
        <PurchaserNameGrp>
          <PersonNm>SOLD THROUGH EDWARD JONES</PersonNm>
        </PurchaserNameGrp>
        <GrossSalesPriceAmt>1937</GrossSalesPriceAmt>
        <BasisAmt>1013</BasisAmt>
        <SalesExpenseAmt>0</SalesExpenseAmt>
        <TotalNetAmt>924</TotalNetAmt>
        <AccumulatedDepreciationAmt>0</AccumulatedDepreciationAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>2 UNITED PARCEL SERVICE UPS</AssetDesc>
        <AcquiredDt>2020-04</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-01</SoldDt>
        <PurchaserNameGrp>
          <PersonNm>SOLD THROUGH EDWARD JONES</PersonNm>
        </PurchaserNameGrp>
        <GrossSalesPriceAmt>311</GrossSalesPriceAmt>
        <BasisAmt>193</BasisAmt>
        <SalesExpenseAmt>0</SalesExpenseAmt>
        <TotalNetAmt>118</TotalNetAmt>
        <AccumulatedDepreciationAmt>0</AccumulatedDepreciationAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>57357 JH BOND R6 JHBSX</AssetDesc>
        <AcquiredDt>2017-01</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-01</SoldDt>
        <PurchaserNameGrp>
          <PersonNm>SOLD THROUGH EDWARD JONES</PersonNm>
        </PurchaserNameGrp>
        <GrossSalesPriceAmt>770</GrossSalesPriceAmt>
        <BasisAmt>903</BasisAmt>
        <SalesExpenseAmt>0</SalesExpenseAmt>
        <TotalNetAmt>-133</TotalNetAmt>
        <AccumulatedDepreciationAmt>0</AccumulatedDepreciationAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>3 NVIDIA CORP NVDA</AssetDesc>
        <AcquiredDt>2022-03</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-01</SoldDt>
        <PurchaserNameGrp>
          <PersonNm>SOLD THROUGH EDWARD JONES</PersonNm>
        </PurchaserNameGrp>
        <GrossSalesPriceAmt>1716</GrossSalesPriceAmt>
        <BasisAmt>789</BasisAmt>
        <SalesExpenseAmt>0</SalesExpenseAmt>
        <TotalNetAmt>927</TotalNetAmt>
        <AccumulatedDepreciationAmt>0</AccumulatedDepreciationAmt>
      </GainLossSaleOtherAssetGrp>
    </GainLossSaleOtherAssetsSch>
    <OtherExpensesSchedule documentId="STM103">
      <OtherExpensesScheduleGrp>
        <Desc>RENT EXPENSE</Desc>
        <RevenueAndExpensesPerBooksAmt>4100</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>0</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>4100</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>OFFICE EXPENSE</Desc>
        <RevenueAndExpensesPerBooksAmt>59</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>0</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>59</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>ADMINISTRATION</Desc>
        <RevenueAndExpensesPerBooksAmt>3400</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>0</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>3400</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>DONATIONS</Desc>
        <RevenueAndExpensesPerBooksAmt>7270</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>0</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
    </OtherExpensesSchedule>
    <OtherProfessionalFeesSchedule documentId="STM109">
      <OtherProfessionalFeesDetail>
        <CategoryTxt>INVESTMENT MANAGEMENT FEES</CategoryTxt>
        <Amt>529</Amt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>0</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </OtherProfessionalFeesDetail>
    </OtherProfessionalFeesSchedule>
    <TaxesSchedule documentId="STM110">
      <TaxesDetail>
        <CategoryTxt>FEDERAL TAXES</CategoryTxt>
        <Amt>30</Amt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>0</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </TaxesDetail>
      <TaxesDetail>
        <CategoryTxt>FOREIGN TAXES</CategoryTxt>
        <Amt>30</Amt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>0</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </TaxesDetail>
    </TaxesSchedule>
  </ReturnData>
</Return>