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 06-01-2023 , and ending 05-31-2024
Name of foundation
ELEANOR WILLIAMS RESEARCH FDN
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

14-8159365
B Telephone number (see instructions)

(609) 274-6834
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$2,663,963J 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... 68,942 68,721  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 131,401
b Gross sales price for all assets on line 6a 739,794
7 Capital gain net income (from Part IV, line 2)... 131,401
8 Net short-term capital gain......... 0
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........ 200,343 200,122  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 34,773 13,909   20,864
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
829 535   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
136 136    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,738 14,580 0 20,864
25 Contributions, gifts, grants paid....... 107,765 107,765
26 Total expenses and disbursements. Add lines 24 and 25 143,503 14,580 0 128,629
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 56,840
b Net investment income (if negative, enter -0-) 185,542
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............. 117 1 1
2 Savings and temporary cash investments......... 88,714 95,934 95,934
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 435,207 Click to see attachment
List of Attached Documents:
// Content
452,251 		394,091
b Investments—corporate stock (attach schedule)....... 1,701,252 Click to see attachment
List of Attached Documents:
// Content
1,724,281 		1,965,629
c Investments—corporate bonds (attach schedule)....... 184,040 Click to see attachment
List of Attached Documents:
// Content
183,567 		167,468
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).......... 33,581 Click to see attachment
List of Attached Documents:
// Content
43,439 		40,840
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) 2,442,911 2,499,473 2,663,963
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
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........ 2,442,911 2,499,473
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,442,911 2,499,473
30 Total liabilities and net assets/fund balances (see instructions). 2,442,911 2,499,473
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
2,442,911
2
Enter amount from Part I, line 27a .....................
2
56,840
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
677
4
Add lines 1, 2, and 3 ..........................
4
2,500,428
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
955
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,499,473
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 17000. U.S. TREASURY NOTE   2022-07-21 2023-06-20
b 39. AMERISOURCEBERGEN CORP   2022-02-09 2023-07-24
c 61. APOLLO GLOBAL MANAGEMENT   2021-07-08 2023-07-24
d 5. APOLLO GLOBAL MANAGEMENT   2021-08-09 2023-07-24
e 6. ASTRAZENECA PLC SPONS ADR   2021-01-19 2023-07-24
40. ASTRAZENECA PLC SPONS ADR   2020-04-08 2023-07-24
23. ASTRAZENECA PLC SPONS ADR   2020-02-19 2023-07-24
26. ASTRAZENECA PLC SPONS ADR   2018-10-30 2023-07-24
37. BP P L C SPONS ADR   2018-10-30 2023-07-24
7. BP P L C SPONS ADR   2020-01-14 2023-07-24
12. BP P L C SPONS ADR   2020-01-13 2023-07-24
87. BP P L C SPONS ADR   2019-03-15 2023-07-24
90. BP P L C SPONS ADR   2019-02-25 2023-07-24
52. BP P L C SPONS ADR   2018-08-01 2023-07-24
105. BP P L C SPONS ADR   2018-06-13 2023-07-24
87. BP P L C SPONS ADR   2018-06-12 2023-07-24
17. CATERPILLAR INC   2021-07-02 2023-07-24
7. CATERPILLAR INC   2021-07-28 2023-07-24
49. CONOCOPHILLIPS   2021-05-28 2023-07-24
131. EQT CORP   2023-01-12 2023-07-24
188. FOX CORP   2019-11-19 2023-07-24
48. FOX CORP   2019-11-20 2023-07-24
47. FOX CORP   2019-11-18 2023-07-24
45. GENERAL ELEC CO REG SHS   2020-04-16 2023-07-24
133. GENERAL MOTORS CO   2019-06-20 2023-07-24
65. GENERAL MOTORS CO   2019-06-28 2023-07-24
9. HESS CORP   2022-02-22 2023-07-24
29. HESS CORP   2022-01-28 2023-07-24
38. ELI LILLY & CO   2022-10-07 2023-07-24
18. MICROSOFT CORP COM   2018-10-30 2023-07-24
14. MICROSOFT CORP COM   2020-04-08 2023-07-24
37. PPG INDUSTRIES INC   2020-12-15 2023-07-24
28. PPG INDUSTRIES INC   2020-10-08 2023-07-24
21. PPG INDUSTRIES INC   2020-12-14 2023-07-24
107. WAL MART STORES INC   2022-08-02 2023-07-24
110. WILLIAMS COS INC/THE   2020-04-08 2023-07-24
14. WILLIAMS COS INC/THE   2020-02-19 2023-07-24
107. WILLIAMS COS INC/THE   2019-08-21 2023-07-24
62. WILLIAMS COS INC/THE   2019-01-07 2023-07-24
23. WILLIAMS COS INC/THE   2022-01-27 2023-07-24
13000. U.S. TREASURY NOTE   2023-01-30 2023-07-26
26. ALLSTATE CORP/THE   2020-04-16 2023-07-28
54. APOLLO GLOBAL MANAGEMENT   2021-08-09 2023-09-05
268. COMCAST CORP   2013-02-21 2023-09-05
10. CONSTELLATION BRANDS INC   2020-04-16 2023-09-05
11. CONSTELLATION BRANDS INC   2020-03-19 2023-09-05
2. CONSTELLATION BRANDS INC   2020-04-08 2023-09-05
20. LABORATORY CORP AMER HLDGS   2022-01-27 2023-09-05
13. PUBLIC SERVICE ENTERPRISE GROUP INC   2020-04-17 2023-09-05
17. PUBLIC SERVICE ENTERPRISE GROUP INC   2020-05-18 2023-09-05
66. PUBLIC SERVICE ENTERPRISE GROUP INC   2020-04-16 2023-09-05
19000. U.S. TREASURY NOTE   2022-07-21 2023-09-05
16. VISA INC   2020-04-24 2023-09-05
2. VISA INC   2020-03-24 2023-09-05
8. ZIMMER BIOMET HOLDINGS INC   2020-12-14 2023-09-05
25. ZIMMER BIOMET HOLDINGS INC   2020-12-15 2023-09-05
10. ZIMMER BIOMET HOLDINGS INC   2021-03-01 2023-09-05
24. APOLLO GLOBAL MANAGEMENT   2022-05-20 2023-09-06
30. APOLLO GLOBAL MANAGEMENT   2021-08-09 2023-09-06
72. EQT CORP   2023-01-12 2023-09-06
27. HESS CORP   2022-02-22 2023-09-06
72. EQT CORP   2023-01-12 2023-09-07
150. EQT CORP   2023-02-15 2023-09-07
49. HESS CORP   2022-02-22 2023-09-07
17000. U.S. TREASURY NOTE   2022-03-29 2023-10-12
54. ACTIVISION BLIZZARD INC   2022-08-02 2023-10-13
99. ACTIVISION BLIZZARD INC   2021-12-03 2023-10-13
28. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2019-02-06 2023-10-18
86. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2019-05-20 2023-10-18
2. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2019-06-19 2023-10-18
56. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2019-02-25 2023-10-18
16. CONSTELLATION BRANDS INC   2020-04-16 2023-10-18
3. CONSTELLATION BRANDS INC   2020-04-24 2023-10-18
42.125 GENERAL ELEC CO REG SHS   2020-04-16 2023-10-18
34.875 GENERAL ELEC CO REG SHS   2021-06-16 2023-10-18
7. J P MORGAN CHASE & CO   2018-10-30 2023-10-18
32. J P MORGAN CHASE & CO   2019-01-07 2023-10-18
39.5372 KONINKLIJKE PHILIPS NV   2017-05-05 2023-10-18
14.7044 KONINKLIJKE PHILIPS NV   2018-11-05 2023-10-18
20.2512 KONINKLIJKE PHILIPS NV   2017-05-09 2023-10-18
59.6878 KONINKLIJKE PHILIPS NV   2017-05-08 2023-10-18
61.8194 KONINKLIJKE PHILIPS NV   2018-10-30 2023-10-18
66. MICRON TECHNOLOGY   2022-08-02 2023-10-18
33.0825 KONINKLIJKE PHILIPS NV   2018-11-06 2023-10-19
43.9175 KONINKLIJKE PHILIPS NV   2018-11-05 2023-10-19
41. APOLLO GLOBAL MANAGEMENT   2022-11-08 2023-11-10
45. APOLLO GLOBAL MANAGEMENT   2022-05-20 2023-11-10
17. CATERPILLAR INC   2021-07-28 2023-11-10
27. CATERPILLAR INC   2021-09-24 2023-11-10
3. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2020-02-19 2023-11-10
68. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2019-06-19 2023-11-10
34. LABORATORY CORP AMER HLDGS   2022-01-28 2023-11-10
11. LABORATORY CORP AMER HLDGS   2022-01-27 2023-11-10
7. LEAR CORP   2021-03-04 2023-11-10
19. LEAR CORP   2022-05-03 2023-11-10
9. LEAR CORP   2022-05-04 2023-11-10
1. LEAR CORP   2022-07-13 2023-11-10
3. LEAR CORP   2021-03-03 2023-11-10
27. LEIDOS HOLDINGS INC   2020-11-18 2023-11-10
6. LEIDOS HOLDINGS INC   2020-11-17 2023-11-10
12. LEIDOS HOLDINGS INC   2021-07-28 2023-11-10
91. NOVO NORDISK A/S ADR   2022-04-06 2023-11-10
11. APOLLO GLOBAL MANAGEMENT   2022-11-08 2023-11-13
7000. U.S. TREASURY NOTE   2022-12-06 2023-12-05
6000. U.S. TREASURY NOTE   2022-10-03 2023-12-05
54. ALLSTATE CORP/THE   2020-04-16 2024-01-11
36. ALLSTATE CORP/THE   2020-11-16 2024-01-11
1. ALLSTATE CORP/THE   2020-04-17 2024-01-11
2. ALLSTATE CORP/THE   2020-11-17 2024-01-11
35. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2020-04-08 2024-01-11
1. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2020-02-19 2024-01-11
38. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2020-04-24 2024-01-11
51. CONOCOPHILLIPS   2022-07-13 2024-01-11
47. CONOCOPHILLIPS   2023-05-24 2024-01-11
29. CONOCOPHILLIPS   2021-05-28 2024-01-11
6. MICROSOFT CORP COM   2020-04-08 2024-01-11
10. MICROSOFT CORP COM   2022-02-22 2024-01-11
53. NOVO NORDISK A/S ADR   2022-04-06 2024-01-11
32. NOVO NORDISK A/S ADR   2022-04-07 2024-01-11
122. NOVO NORDISK A/S ADR   2023-07-24 2024-01-11
107. CHARLES SCHWAB CORP/THE   2020-06-17 2024-01-11
168. WILLIAMS COS INC/THE   2022-01-27 2024-01-11
45. ZIMMER BIOMET HOLDINGS INC   2021-03-01 2024-01-11
23. ZIMMER BIOMET HOLDINGS INC   2021-07-02 2024-01-11
64. ZIMMER BIOMET HOLDINGS INC   2022-10-07 2024-01-11
32. ZIMMER BIOMET HOLDINGS INC   2021-11-16 2024-01-11
16. CONSTELLATION BRANDS INC   2020-05-18 2024-02-27
11. CONSTELLATION BRANDS INC   2020-05-19 2024-02-27
17. CONSTELLATION BRANDS INC   2020-04-24 2024-02-27
8. ELI LILLY & CO   2024-01-11 2024-02-27
34. RALPH LAUREN CORP   2022-12-01 2024-02-27
28. ROSS STORES INC   2022-04-06 2024-02-27
14. ROSS STORES INC   2022-01-25 2024-02-27
53. VERIZON COMMUNICATIONS INC   2018-11-05 2024-02-27
4. VERIZON COMMUNICATIONS INC   2019-04-23 2024-02-27
58. VERIZON COMMUNICATIONS INC   2018-10-30 2024-02-27
32. WELLS FARGO & CO NEW   2010-08-02 2024-02-27
110. WELLS FARGO & CO NEW   2011-08-10 2024-02-27
60. WELLS FARGO & CO NEW   2016-02-12 2024-02-27
20. WELLS FARGO & CO NEW   2015-05-20 2024-02-27
18. WELLS FARGO & CO NEW   2015-05-22 2024-02-27
71. WILLIAMS COS INC/THE   2022-01-27 2024-02-27
214. WILLIAMS COS INC/THE   2022-01-28 2024-02-27
15000. U.S. TREASURY NOTE   2019-09-25 2024-02-29
5000. U.S. TREASURY NOTE   2020-02-25 2024-02-29
17. CITIGROUP INC   2015-04-01 2024-05-08
70. CITIGROUP INC   2014-10-08 2024-05-08
141. CITIGROUP INC   2014-08-22 2024-05-08
8. DOLLAR GENERAL CORP   2021-08-09 2024-05-08
16. DOLLAR GENERAL CORP   2021-04-14 2024-05-08
24. DOLLAR GENERAL CORP   2021-06-16 2024-05-08
16. GENERAL MOTORS CO   2019-09-05 2024-05-08
114. GENERAL MOTORS CO   2019-08-08 2024-05-08
39. GENERAL MOTORS CO   2019-06-28 2024-05-08
19. GOLDMAN SACHS GROUP INC   2023-10-18 2024-05-08
115. MICRON TECHNOLOGY   2022-08-02 2024-05-08
122. ROYAL DUTCH SHELL PLC   2022-05-20 2024-05-08
9. UNILEVER PLC AMER SHS ADR NEW   2018-11-06 2024-05-08
17. UNILEVER PLC AMER SHS ADR NEW   2019-04-17 2024-05-08
47. UNILEVER PLC AMER SHS ADR NEW   2019-04-18 2024-05-08
8. UNILEVER PLC AMER SHS ADR NEW   2019-11-18 2024-05-08
47. UNILEVER PLC AMER SHS ADR NEW   2019-11-19 2024-05-08
28. UNILEVER PLC AMER SHS ADR NEW   2019-08-20 2024-05-08
37. UNILEVER PLC AMER SHS ADR NEW   2019-08-21 2024-05-08
39. WELLS FARGO & CO NEW   2018-08-01 2024-05-08
34. WELLS FARGO & CO NEW   2016-02-12 2024-05-08
18. WELLS FARGO & CO NEW   2018-09-14 2024-05-08
264. WILLIAMS COS INC/THE   2022-01-28 2024-05-08
6. ANTHEM INC   2019-02-12 2024-05-10
8. ANTHEM INC   2019-05-29 2024-05-10
22. CIGNA CORP   2021-03-01 2024-05-10
1. CIGNA CORP   2021-07-28 2024-05-10
76. FIDELITY NATIONAL FINANCIAL INC   2020-06-18 2024-05-10
54. FIDELITY NATIONAL FINANCIAL INC   2020-06-19 2024-05-10
13. LEIDOS HOLDINGS INC   2021-09-27 2024-05-10
8. LEIDOS HOLDINGS INC   2021-07-28 2024-05-10
19. LEIDOS HOLDINGS INC   2021-07-29 2024-05-10
48. RALPH LAUREN CORP   2022-12-01 2024-05-10
25. UNION PACIFIC CORP   2023-02-15 2024-05-10
24. UNION PACIFIC CORP   2020-04-16 2024-05-10
21. UNION PACIFIC CORP   2020-07-24 2024-05-10
12. UNION PACIFIC CORP   2022-01-25 2024-05-10
20. LEIDOS HOLDINGS INC   2021-11-18 2024-05-13
17. LEIDOS HOLDINGS INC   2021-11-19 2024-05-13
6. LEIDOS HOLDINGS INC   2021-09-27 2024-05-13
37. LEIDOS HOLDINGS INC   2021-09-28 2024-05-13
27. ROGERS COMMUNICATIONS INC   2021-08-10 2024-05-13
25. ROGERS COMMUNICATIONS INC   2021-08-11 2024-05-13
17. ROGERS COMMUNICATIONS INC   2021-08-11 2024-05-15
13. ROGERS COMMUNICATIONS INC   2021-08-20 2024-05-15
7. ROGERS COMMUNICATIONS INC   2021-08-23 2024-05-15
25. ROGERS COMMUNICATIONS INC   2021-11-18 2024-05-16
64. ROGERS COMMUNICATIONS INC   2021-11-19 2024-05-16
20. ROGERS COMMUNICATIONS INC   2021-08-23 2024-05-16
29. ROGERS COMMUNICATIONS INC   2021-08-24 2024-05-16
11. ROGERS COMMUNICATIONS INC   2021-08-24 2024-05-16
19. ROGERS COMMUNICATIONS INC   2021-08-25 2024-05-16
.635 KONINKLIJKE PHILIPS NV   2018-11-06 2024-05-17
(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 16,396   17,176 -780
b 7,473   5,576 1,897
c 4,942   3,709 1,233
d 405   306 99
e 413   314 99
2,757   1,741 1,016
1,585   1,134 451
1,792   995 797
1,371   1,541 -170
259   271 -12
445   466 -21
3,224   3,815 -591
3,335   3,829 -494
1,927   2,312 -385
3,891   4,839 -948
3,224   4,049 -825
4,427   3,697 730
1,823   1,479 344
5,603   2,734 2,869
5,131   4,570 561
6,228   6,761 -533
1,590   1,730 -140
1,557   1,654 -97
4,973   1,750 3,223
5,187   4,891 296
2,535   2,514 21
1,301   846 455
4,192   2,646 1,546
17,477   12,560 4,917
6,225   1,837 4,388
4,842   2,308 2,534
5,421   5,319 102
4,103   3,764 339
3,077   2,978 99
16,984   14,251 2,733
3,752   1,381 2,371
478   261 217
3,650   2,165 1,485
2,115   1,271 844
785   665 120
12,092   12,259 -167
2,922   2,591 331
4,786   3,308 1,478
12,027   5,088 6,939
2,575   1,615 960
2,832   1,355 1,477
515   316 199
4,091   4,558 -467
766   694 72
1,001   843 158
3,887   3,445 442
18,336   18,921 -585
3,944   2,645 1,299
493   309 184
948   1,115 -167
2,964   3,586 -622
1,186   1,602 -416
2,093   1,288 805
2,616   1,838 778
3,056   2,512 544
4,260   2,538 1,722
3,034   2,512 522
6,322   4,583 1,739
7,775   4,605 3,170
16,188   16,617 -429
5,130   4,305 825
9,405   5,650 3,755
1,864   2,072 -208
5,726   5,161 565
133   126 7
3,729   4,064 -335
3,787   2,584 1,203
710   473 237
4,581   1,638 2,943
3,792   2,894 898
1,027   740 287
4,695   3,231 1,464
736   1,351 -615
274   530 -256
377   683 -306
1,111   2,022 -911
1,150   2,077 -927
4,547   4,114 433
611   1,188 -577
811   1,583 -772
3,483   2,612 871
3,823   2,415 1,408
4,057   3,593 464
6,444   5,316 1,128
198   206 -8
4,482   4,267 215
6,972   7,753 -781
2,256   2,507 -251
893   1,185 -292
2,424   2,550 -126
1,148   1,200 -52
128   129 -1
383   516 -133
2,796   2,715 81
621   600 21
1,243   1,277 -34
9,146   5,318 3,828
948   701 247
6,269   6,536 -267
5,373   5,573 -200
8,047   5,381 2,666
5,364   3,525 1,839
149   101 48
298   197 101
2,592   1,758 834
74   69 5
2,814   2,038 776
5,696   4,252 1,444
5,249   4,926 323
3,239   1,618 1,621
2,306   989 1,317
3,843   2,890 953
5,657   3,097 2,560
3,416   1,926 1,490
13,023   9,951 3,072
6,955   3,954 3,001
5,818   4,848 970
5,518   7,211 -1,693
2,820   3,663 -843
7,848   6,921 927
3,924   4,127 -203
3,932   2,697 1,235
2,703   1,872 831
4,178   2,681 1,497
6,143   5,067 1,076
6,195   3,878 2,317
4,187   2,630 1,557
2,094   1,357 737
2,111   3,030 -919
159   229 -70
2,310   3,334 -1,024
1,750   910 840
6,017   2,553 3,464
3,282   2,832 450
1,094   1,124 -30
985   1,012 -27
2,473   2,049 424
7,454   6,211 1,243
14,403   15,154 -751
4,801   5,088 -287
1,063   882 181
4,377   3,656 721
8,816   7,202 1,614
1,100   1,890 -790
2,200   3,415 -1,215
3,300   5,092 -1,792
723   624 99
5,150   4,551 599
1,762   1,509 253
8,466   5,802 2,664
13,661   7,169 6,492
8,839   7,064 1,775
474   488 -14
896   978 -82
2,477   2,766 -289
422   475 -53
2,477   2,793 -316
1,475   1,688 -213
1,950   2,248 -298
2,367   2,235 132
2,064   1,605 459
1,092   991 101
10,352   7,662 2,690
3,249   1,828 1,421
4,331   2,197 2,134
7,681   4,731 2,950
349   227 122
3,936   2,449 1,487
2,797   1,726 1,071
1,916   1,256 660
1,179   851 328
2,800   2,040 760
8,008   5,475 2,533
6,181   5,070 1,111
5,934   3,444 2,490
5,192   3,701 1,491
2,967   2,936 31
2,933   1,827 1,106
2,493   1,563 930
880   580 300
5,426   3,574 1,852
1,069   1,374 -305
990   1,272 -282
679   865 -186
519   645 -126
279   352 -73
994   1,176 -182
2,544   2,981 -437
794   1,006 -212
1,153   1,469 -316
437   557 -120
755   961 -206
18   22 -4
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       -780
b       1,897
c       1,233
d       99
e       99
      1,016
      451
      797
      -170
      -12
      -21
      -591
      -494
      -385
      -948
      -825
      730
      344
      2,869
      561
      -533
      -140
      -97
      3,223
      296
      21
      455
      1,546
      4,917
      4,388
      2,534
      102
      339
      99
      2,733
      2,371
      217
      1,485
      844
      120
      -167
      331
      1,478
      6,939
      960
      1,477
      199
      -467
      72
      158
      442
      -585
      1,299
      184
      -167
      -622
      -416
      805
      778
      544
      1,722
      522
      1,739
      3,170
      -429
      825
      3,755
      -208
      565
      7
      -335
      1,203
      237
      2,943
      898
      287
      1,464
      -615
      -256
      -306
      -911
      -927
      433
      -577
      -772
      871
      1,408
      464
      1,128
      -8
      215
      -781
      -251
      -292
      -126
      -52
      -1
      -133
      81
      21
      -34
      3,828
      247
      -267
      -200
      2,666
      1,839
      48
      101
      834
      5
      776
      1,444
      323
      1,621
      1,317
      953
      2,560
      1,490
      3,072
      3,001
      970
      -1,693
      -843
      927
      -203
      1,235
      831
      1,497
      1,076
      2,317
      1,557
      737
      -919
      -70
      -1,024
      840
      3,464
      450
      -30
      -27
      424
      1,243
      -751
      -287
      181
      721
      1,614
      -790
      -1,215
      -1,792
      99
      599
      253
      2,664
      6,492
      1,775
      -14
      -82
      -289
      -53
      -316
      -213
      -298
      132
      459
      101
      2,690
      1,421
      2,134
      2,950
      122
      1,487
      1,071
      660
      328
      760
      2,533
      1,111
      2,490
      1,491
      31
      1,106
      930
      300
      1,852
      -305
      -282
      -186
      -126
      -73
      -182
      -437
      -212
      -316
      -120
      -206
      -4
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 2 131,401
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,579
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 2,579
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 2,579
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,370
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,370
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 9 209
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
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 arrowBANK OF AMERICA NA Telephone no.right arrow (212) 852-3049

Located atright arrowPO BOX 1532PENNINGTONNJ ZIP+4right arrow08534
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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
BANK OF AMERICA N A TRUSTEE
2 		34,773    
PO BOX 1532
PENNINGTON,NJ08534
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 arrow  
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
2,414,909
b
Average of monthly cash balances.......................
1b
85,298
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,500,207
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
2,500,207
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
37,503
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,462,704
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
123,135
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
123,135
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,579
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,579
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
120,556
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
120,556
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
120,556
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
128,629
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
128,629
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 7 120,556
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...... 28,434
b From 2019...... 13,088
c From 2020...... 11,828
d From 2021...... 2,568
e From 2022...... 10,498
f Total of lines 3a through e ........ 66,416
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 128,629
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..... 120,556
e Remaining amount distributed out of corpus 8,073
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 74,489
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) ... 		28,434
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		46,055
10 Analysis of line 9:
a Excess from 2019.... 13,088
b Excess from 2020.... 11,828
c Excess from 2021.... 2,568
d Excess from 2022.... 10,498
e Excess from 2023.... 8,073
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).)
NONE
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.
NONE
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

ALCOR LIFE EXTENSION FDN

7895 E ACOMA DRIVE 110
SCOTTSDALE,AZ852606916 		NONE PC GENERAL OPERATING 107,765
Total .................................right arrow 3a 107,765
bApproved for future payment
Total ................................. right arrow 3b  
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 68,942  
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 ............ 		    18 131,401  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   200,343  
13Total. Add line 12, columns (b), (d), and (e)..................
13
200,343
(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 InvestmentsCorpBondsSchedule
Name:
ELEANOR WILLIAMS RESEARCH FDN
EIN:
14-8159365
Name of Bond End of Year Book Value End of Year Fair Market Value
20030NDM0 COMCAST CORP 21,000 17,202
035240AV2 ANHEUSER-BUSCH INBEV 13,679 11,990
05531FBB8 BB&T CORPORATION 21,942 21,750
05526DBS3 BAT CAPITAL CORP 26,940 22,657
437076BW1 HOME DEPOT INC 22,713 21,134
6174468Q5 MORGAN STANLEY 15,073 14,529
68389XBM6 ORACLE CORP 21,958 20,769
17327CAQ6 CITIGROUP INC 14,144 11,799
46647PDG8 JPMORGAN CHASE & CO 26,118 25,638

TY 2023 InvestmentsCorpStockSchedule
Name:
ELEANOR WILLIAMS RESEARCH FDN
EIN:
14-8159365
Name of Stock End of Year Book Value End of Year Fair Market Value
026874784 AMERICAN INTERNATION 23,120 53,204
35137L105 FOX CORP 15,775 15,390
78467J100 SS&C TECHNOLOGIES HO 42,971 41,201
369604301 GENERAL ELEC CO REG    
46625H100 J P MORGAN CHASE & C 22,867 37,081
904767704 UNILEVER PLC AMER SH 32,012 33,398
G5960L103 MEDTRONIC PLC SHS 51,077 45,160
046353108 ASTRAZENECA PLC SPON 11,243 15,214
31620R303 FIDELITY NATIONAL FI 14,826 19,036
444859102 HUMANA INC 14,303 12,176
594918104 MICROSOFT CORP COM 23,578 39,022
693506107 PPG INDUSTRIES INC 9,474 8,936
055622104 BP P L C SPONS ADR 34,017 44,596
80105N105 SANOFI-SYNTHELABO 38,643 39,077
020002101 ALLSTATE CORP/THE    
025537101 AMERICAN ELECTRIC PO 19,513 20,938
20825C104 CONOCOPHILLIPS    
37045V100 GENERAL MOTORS CO 29,756 41,886
500472303 KONINKLIJKE PHILIPS 29,885 29,257
969457100 WILLIAMS COS INC/THE 9,850 13,698
949746101 WELLS FARGO & CO NEW 46,211 69,687
110448107 BRITISH AMERICAN TOB 34,877 29,820
149123101 CATERPILLAR INC    
172967424 CITIGROUP INC 48,385 57,201
75513E101 RAYTHEON TECHNOLOGIE 23,261 33,745
808513105 CHARLES SCHWAB CORP/    
907818108 UNION PACIFIC CORP    
036752103 ANTHEM INC 17,638 28,539
81211K100 SEALED AIR CORP 36,840 27,948
00507V109 ACTIVISION BLIZZARD    
126650100 CVS HEALTH CORP 19,616 20,800
21036P108 CONSTELLATION BRANDS    
780259305 ROYAL DUTCH SHELL PL 41,133 49,054
17275R102 CISCO SYSTEMS INC 35,123 35,666
363576109 ARTHUR J GALLAGHER & 5,920 14,440
754730109 RAYMOND JAMES FINANC 11,013 19,886
03073E105 AMERISOURCEBERGEN CO 8,539 13,594
192446102 COGNIZANT TECHNOLOGY 26,234 28,908
50540R409 LABORATORY CORP AMER    
651229106 NEWELL BRANDS INC 17,268 6,500
744573106 PUBLIC SERVICE ENTER 10,833 15,000
775109200 ROGERS COMMUNICATION    
98956P102 ZIMMER BIOMET HOLDIN    
03769M106 APOLLO GLOBAL MANAGE    
31620M106 FIDELITY NATL INFO S 61,690 42,493
42809H107 HESS CORP    
670100205 NOVO NORDISK A/S ADR    
816851109 SEMPRA ENERGY 15,942 17,255
125523100 CIGNA CORP 13,268 21,366
20030N101 COMCAST CORP 31,111 35,827
525327102 LEIDOS HOLDINGS INC 25,913 41,174
92343V104 VERIZON COMMUNICATIO 33,337 30,945
G96629103 WILLIS TOWERS WATSON 19,971 22,210
256677105 DOLLAR GENERAL CORP 37,889 28,614
521865204 LEAR CORP 8,572 8,148
778296103 ROSS STORES INC 6,217 10,762
854502101 STANLEY BLACK & DECK 10,026 9,763
92826C839 VISA INC 20,815 27,518
00206R102 AT&T INC 13,557 13,100
174610105 CITIZENS FINANCIAL G 13,761 11,575
502431109 L3HARRIS TECHNOLOGIE 46,735 49,912
14149Y108 CARDINAL HEALTH INC 22,363 33,156
751212101 RALPH LAUREN CORP    
30161N101 EXELON CORP 13,316 12,204
74435K204 PRUDENTIAL PLC ADR 12,917 10,943
26884L109 EQT CORP    
500754106 KRAFT HEINZ CO/THE 48,231 44,460
45866F104 INTERCONTINENTAL EXC 16,677 20,353
931142103 WAL MART STORES INC    
835699307 SONY CORP ADR AMERN 19,225 17,621
532457108 ELI LILLY & CO 17,102 22,149
071813109 BAXTER INTERNATIONAL 47,986 34,806
31946M103 FIRST CITIZENS BANCS 26,602 57,747
69331C108 PG&E CORP 13,884 15,147
595112103 MICRON TECHNOLOGY 16,725 33,250
025816109 AMERICAN EXPRESS CO 12,977 17,040
14316J108 CARLYLE (THE) GROUP 9,665 12,759
166764100 CHEVRONTEXACO CORP 32,752 34,732
22822V101 CROWN CASTLE INTERNA 17,770 18,963
25243Q205 DIAGEO PLC SPON ADR 9,845 8,646
29364G103 ENTERGY CORP 10,096 10,124
34965K107 FORTREA HOLDINGS INC 7,268 5,180
38141G104 GOLDMAN SACHS GROUP 11,532 16,435
418056107 HASBRO INC 13,891 17,276
459506101 INTERNATIONAL FLAVOR 10,826 13,369
460690100 INTERPUBLIC GROUP OF 9,926 9,882
49271V100 KEURIG DR PEPPER INC 13,930 14,728
504922105 LABCORP HOLDINGS INC 32,187 30,406
717081103 PFIZER INC 9,109 9,200
867224107 SUNCOR ENERGY INC 17,953 21,635
874039100 TAIWAN SEMICONDUCTOR 8,697 13,443
876030107 TAPESTRY INC 17,367 17,309
929740108 WABTEC CORP 18,420 18,615
G0176J109 ALLEGION PLC SHS 10,891 12,669
G51502105 JOHNSON CTLS INTL PL 20,444 22,436
N20944109 FI CBM HOLDINGS N.V. 9,102 8,226

TY 2023 InvestmentsGovtObligationsSch
Name:
ELEANOR WILLIAMS RESEARCH FDN
EIN:
14-8159365
US Government Securities - End of Year Book Value:

452,251
US Government Securities - End of Year Fair Market Value:

394,091
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2023 InvestmentsOtherSchedule2
Name:
ELEANOR WILLIAMS RESEARCH FDN
EIN:
14-8159365
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09260B382 BLACKROCK STRATEGIC AT COST 43,439 40,840

TY 2023 OtherDecreasesSchedule
Name:
ELEANOR WILLIAMS RESEARCH FDN
EIN:
14-8159365
Description Amount
CY PURCHASE OF ACCRUED INTEREST 107
AMORTIZATION/COST BASIS ADJUSTMENT 848


TY 2023 OtherExpensesSchedule
Name:
ELEANOR WILLIAMS RESEARCH FDN
EIN:
14-8159365
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER INVESTMENT EXPENSES 136 136   0


TY 2023 OtherIncreasesSchedule
Name:
ELEANOR WILLIAMS RESEARCH FDN
EIN:
14-8159365
Description Amount
PY PUCHASE OF ACCRUED INTEREST 677


TY 2023 TaxesSchedule
Name:
ELEANOR WILLIAMS RESEARCH FDN
EIN:
14-8159365
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 535 535   0
FEDERAL ESTIMATES - PRINCIPAL 294 0   0