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 05-01-2023 , and ending 04-30-2024
Name of foundation
THE GILDEA FAMILY FOUNDATION CO JAMES A
 
Number and street (or P.O. box number if mail is not delivered to street address)36 HUBBARD ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WESTON, MA02493
A Employer identification number

80-0660362
B Telephone number (see instructions)

(781) 431-1765
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$3,717,292J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 120,809 120,809  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 307
b Gross sales price for all assets on line 6a 1,742,331
7 Capital gain net income (from Part IV, line 2)... 307
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 121,116 121,116  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,500 4,875   1,625
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
14,470 14,470   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
236 236   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,206 19,581   1,625
25 Contributions, gifts, grants paid....... 192,500 192,500
26 Total expenses and disbursements. Add lines 24 and 25 213,706 19,581   194,125
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -92,590
b Net investment income (if negative, enter -0-) 101,535
c Adjusted net income (if negative, enter -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............. 45,538 13,885 13,885
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,060,867 Click to see attachment
List of Attached Documents:
// Content
2,093,334 		2,624,262
c Investments—corporate bonds (attach schedule)....... 970,147 Click to see attachment
List of Attached Documents:
// Content
992,250 		835,572
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).......... 373,249 Click to see attachment
List of Attached Documents:
// Content
257,742 		243,573
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) 3,449,801 3,357,211 3,717,292
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 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 3,449,801 3,357,211
29 Total net assets or fund balances (see instructions)..... 3,449,801 3,357,211
30 Total liabilities and net assets/fund balances (see instructions). 3,449,801 3,357,211
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
3,449,801
2
Enter amount from Part I, line 27a .....................
2
-92,590
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,357,211
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,357,211
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 GOLDMAN SACHS LT TOTAL P    
b GOLDMAN SACHS ST TOTAL P    
c CAPITAL GAIN 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 518,481   522,663 -4,182
b 1,221,305   1,219,361 1,944
c 2,545     2,545
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       -4,182
b       1,944
c       2,545
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 2 307
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,411
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 1,411
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 1,411
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,724
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 2,724
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 1,313
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,313 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 arrowMA
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 arrowN/A
14
The books are in care ofright arrowCAROL GILDEA Telephone no.right arrow (781) 431-1765

Located atright arrow36 HUBBARD ROADWESTONMA ZIP+4right arrow02493
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)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JAMES F GILDEA TRUSTEE
1.00 		0 0 0
36 HUBBARD ROAD
WESTON,MA02493
CAROL GILDEA TRUSTEE
1.00 		0 0 0
36 HUBBARD ROAD
WESTON,MA02493
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  
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
3,548,699
b
Average of monthly cash balances.......................
1b
24,075
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,572,774
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
3,572,774
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
53,592
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,519,182
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
175,959
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
175,959
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,411
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,411
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
174,548
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
174,548
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
174,548
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
194,125
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
194,125
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 7 174,548
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 163,955
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 194,125
a Applied to 2022, but not more than line 2a 163,955
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..... 30,170
e Remaining amount distributed out of corpus 0
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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		144,378
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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

DANA FARBER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA02215 		N/A PUBLIC CANCER TREATMENT AND RESEARCH 20,000

DANA FARBER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA02215 		N/A PUBLIC CANCER TREATMENT AND RESEARCH 5,000

HORIZONS FOR HOMELESS CHILDREN

1785 COLUMBUS AVE
ROXBURY,MA02119 		N/A PUBLIC EDUCATION AND PROGRAMS FOR CHILDREN FACING HOMELESSNESS 25,000

LAKES REGION FOOD PANTRY

977 WHITTIER HWY
MOULTONBOROUGH,NH03254 		N/A PUBLIC SUPPORTING MISSION TO HELP EASE FOOD INSECURITY 2,500

LIONHEART FOUNDATION

PO BOX 170115
BOSTON,MA02117 		N/A PUBLIC WORK WITH TRAUMA AND SOCIAL EMOTIONAL LEARNING 20,000

MCLEAN HOSPITAL

115 MILL STREET
BELMONT,MA02478 		N/A PUBLIC PSYCHIATRIC TREATMENT PROGRAMS 15,000

MCLEAN HOSPITAL

115 MILL STREET
BELMONT,MA02478 		N/A PUBLIC PSYCHIATRIC TREATMENT PROGRAMS 15,000

PAN MASS CHALLENGE

77 4TH AVENUE
NEEDHAM,MA02494 		N/A PUBLIC CANCER RESEARCH 500

PAN MASS CHALLENGE

77 4TH AVENUE
NEEDHAM,MA02494 		N/A PUBLIC CANCER RESEARCH 2,500

PINE STREET INN

444 HARRISON AVE
BOSTON,MA02118 		N/A PUBLIC HOUSING, SHELTER, & HOMELESSNESS OUTREACH 10,000

PROJECT BREAD WALK FOR HUNGER

145 BORDER ST
BOSTON,MA02128 		N/A PUBLIC PROVIDING FOOD SECURITY 1,000

PROJECT BREAD WALK FOR HUNGER

145 BORDER ST
BOSTON,MA02128 		N/A PUBLIC PROVIDING FOOD SECURITY 500

PROJECT BREAD WALK FOR HUNGER

145 BORDER ST
BOSTON,MA02128 		N/A PUBLIC PROVIDING FOOD SECURITY 500

TEACH FOR AMERICA

3RD 4TH AND 5TH FLOOR 60 CANAL ST
BOSTON,MA02114 		N/A PUBLIC STRENGTHEN MOVEMENT FOR EDUCATIONAL EQUITY AND EXCELLENCE 15,000

THE CHILDRENS ROOM

1210 MASSACHUSETTS AVE
ARLINGTON,MA02476 		N/A PUBLIC SUPPORT SERVICES FOR CHILDREN AND FAMILIES 5,000

THE CORNER ART ROOM

6 ACADEMY HILL ROAD
BOSTON,MA02135 		N/A PUBLIC ART EDUCATION 1,000

TOUCHSTONE FARM

233 OLD TEMPLE RD
LYNDEBOROUGH,NH03082 		N/A PUBLIC EDUCATION THROUGH EQUINE ORIENTED WORKSHOPS 5,000

KYLE CARES

4 E SPRING STREET
NORTH ATTLEBORO,MA02760 		N/A PUBLIC MENTAL HEALTH EDUCATION 2,500

A HANDS UP GROUP

14 MONTEREY DRIVE
CHERRY VALLEY,MA01611 		N/A PUBLIC SUPPORT FOR THE NEEDY 1,000

LANDSAKE FARM

90 WELLESLEY STREET
WESTON,MA02493 		N/A PUBLIC COMMUNITY FARMING AND FOOD 10,000

NEWTON WELLESLEY HOSPITAL

2014 WASHINGTON STREET
NEWTON,MA02462 		N/A PUBLIC FUNDING FOR CARE AND SERVICES FOR THOSE UNDER-REIMBURSED BY INSURANCE 10,000

MICHAEL LISNOW RESPITE CENTER

112 MAIN STREET
HOPKINTON,MA01748 		N/A PUBLIC EMOTIONAL AND PHYSICAL SUPPORT FOR THE DISABLED AND THEIR FAMILIES 1,000

FAMILY TABLE COLLABORATIVE

1338 MA-28
SOUTH YARMOUTH,MA02664 		N/A PUBLIC WORK TO END HUNGER ON CAPE COD 10,000

WATERVILLE VALLEY ADAPTIVE SPORTS

PO BOX 505
WATERVILLE VALLEY,NH03215 		N/A PUBLIC ACCESS AND INSTRUCTION TO SPORTS AND RECREATION FOR INDIVIDUALS WITH DISABILITIES 2,000

THE PARMENTER FOUNDATION

260 BOSTON POST RD STE 5
WAYLAND,MA01778 		N/A PUBLIC BEREAVEMENT ASSISTANCE 2,000

MHSA

7 BULFINCH PLACE SUITE 201
BOSTON,MA02114 		N/A PUBLIC ENDING HOMELESSNESS IN MASSACHUSETTS 1,000

THE HOME FOR LITTLE WANDERERS

72 E DEDHAM STREET
BOSTON,MA02118 		N/A PUBLIC ADVOCATION FOR VULNERABLE CHILDREN 500

PERKINS SCHOOL FOR THE BLIND

175 N BEACON STREET
WATERTOWN,MA02472 		N/A PUBLIC EDUCATION OPPORTUNITIES FOR THE BLIND 2,500

LOVELANE

40 BAKER BRIDGE ROAD
LINCOLN,MA01773 		N/A PUBLIC THERAPEATIC HORSEBACK RIDING FOR CHILDREN WITH SPECIAL NEEDS 500

OUR FATHERS TABLE

40 BOUTELLE STREET
FITCHBURG,MA01420 		N/A PUBLIC PROVIDING FOOD SECURITY FOR FITCHBURG 2,500

WEST DENNIS LIBRARY

260 MAIN STREET
WEST DENNIS,MA02670 		N/A PUBLIC SUPPORTING LIBRARY FOR MATERIALS, SERVICES, AND EDUCATIONAL PROGRAMS 500

ALZEIMERS ASSOCIATION

320 NEVADA STREET 201
NEWTON,MA02460 		N/A PUBLIC ALZEIMERS RESEARCH 1,000

HABITAT FOR HUMANITY

434 MASSACHUSETTS AVE SUITE 201
BOSTON,MA02118 		N/A PUBLIC ENDING HOMELESSNESS 500

ST JUDE CHILDRENS HOSPITAL

313 WASHINGTON STREET SUITE 310
NEWTON,MA02458 		N/A PUBLIC CANCER RESEARCH AND ASSISTANCE FOR CHILDREN WITH CANCER 1,000

YOUTH COUNSELING CONNECTION

7 HARRINGTON ROAD
LEXINGTON,MA02421 		N/A PUBLIC COUSELING TOWARDS IMPROVING EMOTIONAL WELLNESS IN THE COMMUNITY 500
Total .................................right arrow 3a 192,500
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 ....     14 120,809  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 307  
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) .. 0 121,116 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
121,116
(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

TY 2023 AccountingFeesSchedule
Name:
THE GILDEA FAMILY FOUNDATION CO JAMES A
EIN:
80-0660362
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 6,500 4,875   1,625

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE GILDEA FAMILY FOUNDATION CO JAMES A
EIN:
80-0660362
Name of Bond End of Year Book Value End of Year Fair Market Value
BLACKROCK ADVANTAGE COREALPHA BOND FUND CLASS I 992,250 835,572

TY 2023 InvestmentsCorpStockSchedule
Name:
THE GILDEA FAMILY FOUNDATION CO JAMES A
EIN:
80-0660362
Name of Stock End of Year Book Value End of Year Fair Market Value
3M COMPANY CMN 10,253 12,546
ABBOTT LABORATORIES CMN 5,437 5,348
ABBVIE INC CMN 11,744 12,861
ACCENTURE PLC CMN CLASS A 5,900 6,038
ADOBE INC CMN 6,908 7,868
ADVANCED MICRO DEVICES, INC. CMN 6,654 11,562
AFLAC INCORPORATED CMN 4,018 4,183
AGILENT TECHNOLOGIES, INC. CMN 588 685
AIR PRODUCTS & CHEMICALS INC CMN 0 18
AIRBNB, INC. CMN CLASS A 2,530 3,171
ALIGN TECHNOLOGY, INC CMN 1,835 1,412
ALLSTATE CORPORATION COMMON STOCK 5,920 6,802
ALPHABET INC. CMN CLASS A 31,595 70,972
ALPHABET INC. CMN CLASS C 1,877 6,092
ALTRIA GROUP, INC. CMN 5,144 5,257
AMAZON.COM INC CMN 34,816 67,375
AMCOR PLC CMN 7,497 6,526
AMERICAN EXPRESS CO. CMN 4,255 5,875
AMERICAN TOWER CORPORATION CMN 1,075 858
AMGEN INC. CMN 9,606 9,588
ANALOG DEVICES, INC. CMN 3,881 4,012
APPLE INC. CMN 41,512 101,176
APPLIED MATERIALS INC CMN 4,760 6,953
ARES MANAGEMENT CORPORATION CMN CLASS A 2,092 3,993
ARISTA NETWORKS, INC. CMN 3,792 3,848
ARTHUR J GALLAGHER & CO CMN 1,178 1,173
AT&T INC. CMN 7,340 7,874
AUTOMATIC DATA PROCESSING INC CMN 7,390 7,257
AVALONBAY COMMUNITIES INC CMN 872 948
BAKER HUGHES CO CMN 960 979
BANK OF AMERICA CORP CMN 6,751 7,402
BAXTER INTERNATIONAL INC CMN 3,995 4,037
BECTON, DICKINSON AND COMPANY CMN 2,518 2,346
BERKSHIRE HATHAWAY INC. CLASS B 15,254 19,837
BEST BUY CO INC CMN 759 736
BLACKROCK, INC. CMN 7,799 7,546
BOEING COMPANY CMN 2,022 1,678
BOOKING HOLDINGS INC. CMN 5,852 6,904
BRISTOL-MYERS SQUIBB COMPANY CMN 256 355
BROADCOM INC. CMN 13,293 27,306
BROADRIDGE FINANCIAL SOLUTIONS IN CMN 1,762 1,934
C.H. ROBINSON WORLDWIDE, INC. CMN 1,017 1,065
CADENCE DESIGN SYSTEMS INC CMN 3,504 4,134
CARRIER GLOBAL CORPORATION CMN 560 615
CATERPILLAR INC (DELAWARE) CMN 8,052 8,397
CBOE GLOBAL MARKETS, INC CMN 922 906
CHARLES SCHWAB CORPORATION CMN 1,067 1,109
CHEVRON CORPORATION CMN 15,022 14,837
CHIPOTLE MEXICAN GRILL, INC. CMN 584 3,160
CHUBB LIMITED CMN 2,480 2,486
CIGNA GROUP/THE CMN 4,498 5,356
CINCINNATI FINANCIAL CRP CMN 3,316 3,471
CINTAS CORPORATION CMN 2,268 3,292
CISCO SYSTEMS, INC. CMN 8,555 7,987
CITIGROUP INC. CMN 7,722 8,280
CLOROX CO (THE) (DELAWARE) CMN 709 745
CME GROUP INC. CMN CLASS A 5,208 5,241
CNA FINCL.CORP. CMN 2,011 1,977
COCA-COLA COMPANY (THE) CMN 16,998 17,604
COMCAST CORPORATION CMN CLASS A VOTING 4,857 4,573
COMERICA INCORPORATED CMN 2,990 3,010
CONAGRA BRANDS INC CMN 3,580 3,736
CONOCOPHILLIPS CMN 1,291 1,256
CONSOLIDATED EDISON INC CMN 1,794 1,888
COREBRIDGE FINANCIAL, INC. CMN 918 1,461
CORNING INCORPORATED CMN 2,196 2,504
COSTCO WHOLESALE CORPORATION CMN 5,231 7,241
COTERRA ENERGY INC CMN 936 958
CROWDSTRIKE HOLDINGS, INC. CMN 523 1,463
CVS HEALTH CORP CMN 10,604 10,188
D.R. HORTON, INC. CMN 756 712
DANAHER CORPORATION CMN 7,321 7,399
DARDEN RESTAURANTS, INC. CMN 1,632 1,573
DATADOG, INC. CMN CLASS A 550 628
DEERE & COMPANY CMN 0 7
DEXCOM, INC. CMN 2,600 2,548
DIAMONDBACK ENERGY INC CMN 9,500 12,068
DICKS SPORTING GOODS INC CMN 736 1,005
DIGITAL REALTY TRUST, INC. CMN 2,663 2,776
DISCOVER FINANCIAL SERVICES CMN 2,924 3,168
DOMINION ENERGY INC CMN 9,045 10,196
DOW INC CMN 12,648 13,372
DUKE ENERGY CORPORATION CMN 11,789 12,774
DUPONT DE NEMOURS INC CMN 838 944
EASTMAN CHEMICAL COMPANY CMN 5,813 9,548
ELEVANCE HEALTH INC CMN 4,919 5,286
ELI LILLY & CO CMN 9,955 27,339
EMERSON ELECTRIC CO. CMN 3,824 4,311
ENTERGY CORPORATION CMN 1,004 1,067
EQUINIX, INC. REIT 7,361 7,111
EQUITABLE HOLDINGS INC CMN 145 185
EVERGY, INC. CMN 4,538 4,721
EXELON CORPORATION CMN 354 376
EXTRA SPACE STORAGE INC. CMN 1,666 1,343
EXXON MOBIL CORPORATION CMN 17,128 20,342
FASTENAL COMPANY CMN 3,000 3,075
FEDEX CORPORATION CMN 2,470 2,618
FIDELITY NATL INFO SVCS INC CMN 1,558 2,038
FIRSTENERGY CORP. CMN 1,849 1,917
FORD MOTOR COMPANY CMN 4,550 4,496
FORTINET, INC. CMN 293 316
FRANKLIN RESOURCES INC CMN 3,587 2,855
GARMIN LTD CMN 1,236 1,445
GE AEROSPACE CMN 3,805 5,703
GE VERNOVA LLC CMN 1,058 1,537
GENERAL MILLS INC CMN 0 35
GENUINE PARTS CO. CMN 4,354 4,716
GILEAD SCIENCES CMN 11,030 9,780
GOLDMAN SACHS BANK USA DEPOSIT (BDA) 2,383 2,383
HARTFORD FINANCIAL SRVCS GROUP CMN 1,820 1,938
HASBRO, INC. CMN 4,400 4,960
HCA HEALTHCARE, INC CMN 1,134 1,549
HEWLETT PACKARD ENTERPRISE CO CMN 1,405 1,530
HONEYWELL INTL INC CMN 954 964
HOST HOTELS & RESORTS INC CMN 1,632 1,604
HP INC. CMN 4,230 4,214
HUBBELL INCORPORATED CMN 3,598 3,705
HUNTINGTON BANCSHARES INCORPOR CMN 614 539
INTEL CORPORATION CMN 6,773 5,789
INTERNATIONAL PAPER CO. CMN 5,290 5,241
INTERPUBLIC GROUP COS CMN 9,052 8,828
INTL BUSINESS MACHINES CORP CMN 15,768 16,620
INTUIT INC CMN 7,881 9,384
INTUITIVE SURGICAL, INC. CMN 5,903 7,783
INVESCO LTD. CMN 4,465 4,534
INVITATION HOMES INC. CMN 1,546 1,539
IRON MOUNTAIN INCORPORATED CMN 2,142 2,713
ISHARES MSCI EAFE ETF 238,240 272,145
ISHARES RUSSELL 2000 ETF 142,418 124,592
JANUS HENDERSON GROUP PLC CMN 1,830 2,185
JOHNSON & JOHNSON CMN 24,334 21,544
JOHNSON CONTROLS INTERNATIONAL CMN 1,109 1,301
JPMORGAN CHASE & CO CMN 16,972 23,009
JUNIPER NETWORKS, INC. CMN 2,738 2,612
KELLANOVA CMN 3,287 3,472
KENVUE INC. CMN 6,174 5,797
KEYCORP CMN 4,612 4,709
KIMBERLY-CLARK CORPORATION CMN 7,204 8,192
KIMCO REALTY OP, LLC CMN 1,687 1,677
KINDER MORGAN INC CMN CLASS P 17,842 18,753
KLA CORP CMN 5,098 6,893
KROGER COMPANY CMN 1,347 1,661
L3HARRIS TECHNOLOGIES INC CMN 1,006 1,070
LAM RESEARCH CORPORATION CMN 3,424 5,366
LINDE PLC CMN 3,065 4,410
LKQ CORPORATION CMN 1,194 1,078
LOCKHEED MARTIN CORPORATION CMN 4,406 4,649
LOWES COMPANIES INC CMN 4,503 4,582
LULULEMON ATHLETICA INC. CMN 2,012 1,803
LYONDELLBASELL INDUSTRIES N.V. CMN CLASS A 11,596 11,996
M&T BANK CORPORATION CMN 1,177 1,444
MARRIOTT INTERNATIONAL, INC CMN CLASS A 2,068 2,361
MARSH & MCLENNAN CO INC CMN 939 1,011
MASCO CORPORATION CMN 1,011 1,027
MASTERCARD INCORPORATED CMN CLASS A 7,156 8,589
MC DONALDS CORP CMN 14,047 13,652
MEDTRONIC PUBLIC LIMITED COMPA CMN 13,821 13,641
MERCK & CO., INC. CMN 13,491 14,860
META PLATFORMS INC-CLASS A CMN CLASS A 18,174 43,447
MICROCHIP TECHNOLOGY INCORPORA CMN 2,918 3,219
MICRON TECHNOLOGY, INC. CMN 2,732 3,954
MICROSOFT CORPORATION CMN 46,856 127,700
MODERNA, INC. CMN 577 552
MOLSON COORS BEVERAGE CO CMN CLASS B 932 859
MONGODB, INC. CMN 1,129 1,826
MONOLITHIC POWER SYSTEMS, INC. CMN 3,192 3,347
MORGAN STANLEY CMN 10,025 10,544
NETFLIX, INC. CMN 7,298 9,361
NEWMONT CORP CMN 2,181 2,235
NIKE CLASS-B CMN CLASS B 4,842 3,690
NISOURCE INC. CMN 919 984
NORFOLK SOUTHERN CORP CMN 1,219 1,152
NORTHERN TRUST CORP CMN 3,213 3,296
NORTHROP GRUMMAN CORP CMN 2,317 2,425
NVIDIA CORPORATION CMN 14,325 94,178
OMNICOM GROUP CMN 4,327 4,642
ONEOK INC CMN 7,263 8,011
ORACLE CORPORATION CMN 5,459 6,256
PACCAR INC CMN 1,060 1,061
PACKAGING CORP OF AMERICA COMMON STOCK 1,682 1,730
PALO ALTO NETWORKS INC. CMN 5,074 5,818
PARKER-HANNIFIN CORP. CMN 1,845 2,725
PAYCHEX, INC. CMN 9,444 9,505
PEPSICO, INC. CMN 10,493 10,555
PFIZER INC. CMN 21,687 19,599
PHILIP MORRIS INTL INC CMN 5,479 5,696
PHILLIPS 66 CMN 1,445 1,432
PINNACLE WEST CAPITAL CORP CMN 2,130 2,236
PNC FINANCIAL SERVICES GROUP, CMN 0 101
PROCTER & GAMBLE COMPANY (THE) CMN 16,533 18,063
PROLOGIS INC CMN 5,522 4,796
PRUDENTIAL FINANCIAL INC CMN 15,379 17,124
PUBLIC-SVC ENTERPRISE GROUP HOLDING CO 2,670 3,109
QUALCOMM INC CMN 7,123 9,122
RAYTHEON TECHNOLOGIES CORPORAT CMN 1,187 1,076
REGENCY CENTERS CORPORATION CMN 1,005 888
REGIONS FINANCIAL CORPORATION CMN 93 96
REPLIGEN CORP CMN 770 821
RESMED INC. CMN 1,844 2,140
REXFORD INDL RLTY INC CMN 265 214
ROBERT HALF INC CMN 2,646 2,420
ROCKWELL AUTOMATION INC CMN 1,472 1,355
ROSS STORES,INC CMN 605 648
ROYAL CARIBBEAN GROUP ISIN: LR0008862868 642 698
RTX CORP CMN 3,125 3,858
SALESFORCE INC CMN 9,493 11,833
SBA COMMUNICATIONS CORPORATION CMN 981 931
SEAGATE TECHNOLOGY HOLDIN PLC CMN 1,721 1,718
SERVICENOW INC CMN 4,713 7,627
SIMON PROPERTY GROUP INC CMN 1,264 1,405
SNAP-ON INC CMN 2,850 2,680
SOUTHERN COPPER CORPORATION CMN 1,530 2,917
STANLEY BLACK & DECKER, INC. CMN 4,534 4,570
STARBUCKS CORP. CMN 6,181 6,194
STATE STREET HEDGED INTERNATIONAL DEVELOPED EQUITY INDEX FUND CLASS K 338,052 401,722
STRYKER CORPORATION CMN 4,116 5,048
SUPER MICRO COMPUTER, INC. CMN 2,925 2,576
SYNCHRONY FINANCIAL CMN 1,000 1,100
SYNOPSYS INC. CMN 1,886 2,653
T. ROWE PRICE GROUP, INC. CMN 11,049 10,957
TAKE TWO INTERACTIVE SOFTWARE INC 776 714
TARGA RESOURCES CORP. CMN 1,129 1,148
TARGET CORPORATION CMN 4,041 4,829
TE CONNECTIVITY LTD CMN 2,530 2,830
TESLA, INC. CMN 27,049 20,711
TEXAS INSTRUMENTS INC. CMN 12,886 14,466
TFS FINANCIAL CORPORATION CMN 722 601
THE BANK OF NY MELLON CORP CMN 1,618 1,707
THE HOME DEPOT, INC. CMN 19,913 20,053
THE KRAFT HEINZ CO CMN 6,368 6,757
THE PROGRESSIVE CORPORATION CMN 1,765 2,083
THE SOUTHERN CO. CMN 12,470 13,598
THE WILLIAMS COMPANIES, INC. CMN 11,229 12,467
THERMO FISHER SCIENTIFIC INC CMN 4,990 5,687
TJX COMPANIES INC (NEW) CMN 4,709 5,175
TRANE TECHNOLOGIES PUBLIC LIMI CMN 2,750 4,760
TRANSDIGM GROUP INCORPORATED CMN 6,045 7,488
TRUIST FINANCIAL CORPORATION CMN 926 939
U.S. BANCORP CMN 205 203
UBER TECHNOLOGIES, INC. CMN 4,697 4,970
UNION PACIFIC CORP. CMN 10,012 9,961
UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK 12,795 11,946
UNITEDHEALTH GROUP INCORPORATE CMN 17,823 21,767
UWM HOLDINGS CORP CMN 714 882
VERIZON COMMUNICATIONS, INC. CMN 9,333 10,172
VIATRIS INC CMN 2,026 2,083
VISA INC. CMN CLASS A 14,461 17,460
WALMART INC CMN 8,931 9,793
WALT DISNEY COMPANY (THE) CMN 3,279 3,333
WEC ENERGY GROUP, INC. CMN 1,668 1,653
WELLS FARGO & CO (NEW) CMN 6,424 7,415
WELLTOWER INC. CMN 4,862 5,717
WEST PHARMACEUTICAL SERVICES INC 1,752 1,788
WHIRLPOOL CORP. CMN 6,648 4,743
YUM BRANDS, INC. CMN 650 706
ZOETIS INC. CMN CLASS A 765 798
ZSCALER, INC. CMN 560 865

TY 2023 InvestmentsOtherSchedule2
Name:
THE GILDEA FAMILY FOUNDATION CO JAMES A
EIN:
80-0660362
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GS HIGH YIELD FUND CLASS P AT COST 175,056 160,984
GS TACTICAL TILT OVERLAY FUND CLASS P AT COST 82,686 82,589

TY 2023 OtherProfessionalFeesSchedule
Name:
THE GILDEA FAMILY FOUNDATION CO JAMES A
EIN:
80-0660362
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 14,470 14,470   0


TY 2023 TaxesSchedule
Name:
THE GILDEA FAMILY FOUNDATION CO JAMES A
EIN:
80-0660362
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES ON DIVIDENDS 236 236   0