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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
PETER W TAYLOR CHARITABLE TR
 
Number and street (or P.O. box number if mail is not delivered to street address)801 SECOND AVENUE SUITE 1600
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEATTLE, WA98104
A Employer identification number

23-7383025
B Telephone number (see instructions)

(206) 464-5100
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$3,562,044J 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... 89,137 88,853  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 87,425
b Gross sales price for all assets on line 6a 475,272
7 Capital gain net income (from Part IV, line 2)... 87,425
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........ 176,562 176,278  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,238 6,119   6,119
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)....... Click to see attachment
List of Attached Documents:
// Content
1,060 1,060 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
32,717 32,717   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,721 2,200   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
27     25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 49,763 42,096 0 6,144
25 Contributions, gifts, grants paid....... 113,265 113,265
26 Total expenses and disbursements. Add lines 24 and 25 163,028 42,096 0 119,409
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 13,534
b Net investment income (if negative, enter -0-) 134,182
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 5 5 5
2 Savings and temporary cash investments......... 92,775 157,265 157,265
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)      
b Investments—corporate stock (attach schedule)....... 1,729,092 Click to see attachment
List of Attached Documents:
// Content
630,143 		1,529,442
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 867,766 Click to see attachment
List of Attached Documents:
// Content
1,915,401 		1,875,332
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) 2,689,638 2,702,814 3,562,044
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........ 2,689,638 2,702,814
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)..... 2,689,638 2,702,814
30 Total liabilities and net assets/fund balances (see instructions). 2,689,638 2,702,814
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
2,689,638
2
Enter amount from Part I, line 27a .....................
2
13,534
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,728
4
Add lines 1, 2, and 3 ..........................
4
2,706,900
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,086
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,702,814
Form 990-PF (2024)
Form 990-PF (2024)
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 . CLASS ACTION SETTLEMENT     2024-04-09
b 66. AES CORPORATION   2024-03-15 2024-12-20
c 11. ABBOTT LABORATORIES   2023-11-17 2024-05-23
d 10. ABBOTT LABORATORIES   2022-11-30 2024-05-23
e 3. ADOBE SYSTEMS INC.   2019-01-15 2024-08-08
15. AGILENT TECHNOLOGIES INC   2020-03-19 2024-08-08
14. AKAMAI TECHNOLOGIES INC   2023-04-26 2024-08-08
43. ALBERTSONS COS INC   2023-06-16 2024-09-20
10. ALEXANDRIA REAL ESTATE EQUITIES INC   2024-06-21 2024-08-08
6. ALNYLAM PHARMACEUTICALS INC   2023-11-17 2024-03-15
9. ALPHABET INC CL C   2009-04-30 2024-05-23
3. ALPHABET INC CL C   2009-04-30 2024-12-20
7. ALPHABET INC CL A   2024-03-15 2024-06-21
40. ALPHABET INC CL A   2024-03-15 2024-08-08
16. AMAZON COM INC   2022-12-28 2024-08-08
5. AMERICAN WATER WORKS CO INC   2017-07-14 2024-03-15
9. AMERICAN WATER WORKS CO INC   2017-07-14 2024-08-08
43. AMERICOLD REALTY TRUST INC REIT   2024-06-21 2024-12-20
2. AMERIPRISE FINANCIAL INC.   2021-03-26 2024-03-15
26. ANALOG DEVICES   2017-12-26 2024-08-08
2. ELEVANCE HEALTH INC   2024-03-15 2024-06-21
2. ELEVANCE HEALTH INC   2024-03-15 2024-12-20
73. APPLE COMPUTER   2011-07-19 2024-08-08
21. APPLIED MATLS INC   2019-01-18 2024-08-08
12. ATKORE INC   2024-09-20 2024-12-20
4. AVIS BUDGET GROUP INC   2022-12-28 2024-03-15
64. BANK AMER CORP COM   2022-12-28 2024-08-08
52. BAXTER INTL INC   2023-10-17 2024-12-20
8. BECTON DICKINSON & CO   2022-12-28 2024-03-15
2. BECTON DICKINSON & CO   2023-11-17 2024-09-20
2. BECTON DICKINSON & CO   2022-12-28 2024-09-20
6. BIOGEN INC   2023-11-17 2024-03-15
5. BIOGEN INC   2023-11-17 2024-06-21
59. BLACK HILLS CORP   2023-10-17 2024-06-21
2. BOOZ ALLEN HAMILTON HOLDING CL A   2023-12-15 2024-08-08
6. BOOZ ALLEN HAMILTON HOLDING CL A   2023-12-15 2024-12-20
1. BROADRIDGE FINL SOLUTIONS INC   2023-04-26 2024-03-15
3. BROADRIDGE FINL SOLUTIONS INC   2023-04-26 2024-08-08
13. BROADCOM INC   2023-10-17 2024-08-08
2. CVS CORP COM   2023-11-17 2024-03-15
56. CVS CORP COM   2023-11-17 2024-05-23
17. CVS CORP COM   2024-08-08 2024-12-20
2. CABLE ONE INC   2024-03-15 2024-06-21
17. CARRIER GLOBAL CORP   2020-12-11 2024-08-08
12. CELANESE CORP COMMON   2022-12-28 2024-12-20
5. CENTENE CORP   2023-03-17 2024-03-15
6. CENTENE CORP   2023-03-17 2024-08-08
30. CENTENE CORP   2023-03-17 2024-12-20
3. CHARTER COMMUNICATIONS INC CL A   2022-12-28 2024-03-15
58. CHEWY INC CL A   2024-03-15 2024-05-23
37. CISCO SYSTEMS, INC.   2022-12-28 2024-06-21
26. COCA-COLA CO   2022-12-28 2024-06-21
13. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2023-12-15 2024-03-15
38. COLUMBIA BANKING SYSTEM INC   2023-08-04 2024-03-15
69. CONAGRA, INC.   2023-10-17 2024-08-08
18. CONCENTRIX CORP   2023-10-17 2024-03-15
3. COSTCO WHSL CORP NEW   2022-05-26 2024-08-08
11. COSTAR GROUP INC   2022-12-28 2024-06-21
13. CROWN CASTLE INC REIT   2024-06-21 2024-08-08
2. CUMMINS INC   2017-12-04 2024-08-08
25. DXC TECHNOLOGY CO   2023-09-15 2024-03-15
50. DXC TECHNOLOGY CO   2023-09-15 2024-05-23
12. DARDEN RESTAURANTS INC   2022-12-28 2024-08-08
24. DARLING INGREDIENTS INC   2023-11-17 2024-06-21
54. DELTA AIR LINES INC   2022-12-28 2024-08-08
29. DENTSPLY SIRONA INC   2022-12-28 2024-06-21
10. DEXCOM INC   2023-11-17 2024-08-08
47. DISNEY (WALT) CO   2022-12-28 2024-08-08
12. DOLLAR GENERAL CORP   2023-09-15 2024-08-08
8. DOLLAR GENERAL CORP   2023-09-15 2024-09-20
8. DOLLAR TREE INC   2023-10-17 2024-08-08
4. ECOLAB INC   2016-01-07 2024-08-08
6. EMERSON ELECTRIC CO   2018-05-08 2024-03-15
6. EMERSON ELECTRIC CO   2018-05-08 2024-08-08
3. EPAM SYSTEMS INC   2023-09-15 2024-05-23
43. ENVISTA HOLDINGS CORP   2023-11-17 2024-03-15
85. VESTIS CORPORATION   2024-05-23 2024-06-21
18. EVERSOURCE ENERGY   2024-03-15 2024-12-20
14. EXACT SCIENCES CORP   2023-11-17 2024-03-15
1. EXACT SCIENCES CORP   2024-08-08 2024-12-20
8. EXPEDITORS INTL WASH INC   2023-11-17 2024-08-08
16. FMC CORP   2024-03-15 2024-06-21
24. FMC CORP   2024-08-08 2024-12-20
7. FIFTH THIRD BANCORP   2023-03-17 2024-03-15
21. FIFTH THIRD BANCORP   2023-03-17 2024-08-08
5. FIVE BELOW INC   2022-12-28 2024-05-23
43. FLOWERS FOODS INC COM   2023-12-15 2024-12-20
35. FORD MOTOR COMPANY COM   2023-11-17 2024-08-08
147. FORD MOTOR COMPANY COM   2022-12-28 2024-08-08
7. FORTREA HLDGS INC   2022-12-28 2024-06-21
7. GENERAC HOLDINGS INC   2022-12-28 2024-02-27
6. GE AEROSPACE   2024-09-20 2024-12-20
14. GENERAL MILLS   2023-10-17 2024-08-08
24. GENERAL MOTORS CO   2024-05-23 2024-08-08
31. HP INC   2022-12-28 2024-08-08
5. HERSHEY FOODS CORP.   2023-12-15 2024-12-20
12. HEXCEL CORP   2022-12-28 2024-08-08
30. HORMEL FOODS CORP   2024-03-15 2024-06-21
62. HOST MARRIOTT CORP   2024-06-21 2024-08-08
12. HOWARD HUGHES HOLDINGS INC   2022-12-28 2024-05-23
3. HUMANA INC   2024-03-15 2024-05-23
9. HUMANA INC   2024-03-15 2024-08-08
3. HUMANA INC   2024-03-15 2024-12-20
38. HUNTSMAN CORP   2023-11-17 2024-06-21
18. IAC INC   2023-12-15 2024-05-23
2. ILLINOIS TOOL WORKS INC.   2022-12-28 2024-08-08
40. INTEL CORP.   2023-01-30 2024-06-21
122. INTEL CORP.   2022-12-28 2024-08-08
33. INTEL CORP.   2024-09-20 2024-12-20
8. INTUIT   2018-12-21 2024-08-08
2. IQVIA HOLDINGS INC   2023-06-16 2024-05-23
2. IQVIA HOLDINGS INC   2023-11-17 2024-06-21
3. IQVIA HOLDINGS INC   2023-06-16 2024-06-21
24. IRIDIUM COMMUNICATIONS INC   2023-11-17 2024-03-15
10. KEYCORP (NEW)   2023-06-16 2024-08-08
9. KEYCORP (NEW)   2023-06-16 2024-12-20
8. KEYSIGHT TECHNOLOGIES INC   2023-10-17 2024-06-21
19. KNIGHT-SWIFT TRANSPORTATION HOLDINGS   2022-12-28 2024-05-23
1. KRAFT HEINZ CO   2024-06-21 2024-12-20
3. LPL FINANCIAL HOLDINGS INC   2022-12-28 2024-08-08
2. LABORATORY CORP AMERICA HOLDINGS   2022-12-28 2024-03-15
10. LAMB WESTON HOLDINGS INC   2022-12-28 2024-08-08
4. LANDSTAR SYSTEMS INC   2022-12-28 2024-08-08
14. LATTICE SEMICONDUCTOR CORP   2023-11-17 2024-06-21
31. ESTEE LAUDER COMPANIES - CL A   2016-11-08 2024-12-20
7. LEAR CORP   2022-12-28 2024-06-21
54. LEGGETT & PLATT INC   2024-03-15 2024-05-23
5. LENNAR CORP   2022-12-28 2024-08-08
11. LIBERTY BROADBAND - SER C   2022-12-28 2024-03-15
1. LILLY, ELI & CO.   2024-05-23 2024-08-08
4. LITHIA MOTORS INC CL A   2023-06-16 2024-06-21
5. LOWES COMPANIES INC COM   2022-12-28 2024-08-08
4. LULULEMON ATHLETICA INC   2023-03-17 2024-05-23
4. LULULEMON ATHLETICA INC   2023-03-17 2024-08-08
19. MSC INDUSTRIAL DIRECT CO INC CL A   2022-12-28 2024-06-21
11. MARRIOT VACATIONS WORLDWIDE CORP   2024-03-15 2024-05-23
10. MASTERCARD INC-A   2022-12-28 2024-08-08
21. MERCK & CO INC   2012-07-19 2024-08-08
30. MICROSOFT INC.   1989-10-05 2024-08-08
10. MICROCHIP TECHNOLOGY INC   2023-10-17 2024-06-21
5. MODERNA INC   2023-11-17 2024-08-08
11. MODERNA INC   2023-11-17 2024-09-20
4. MOLINA HEALTHCARE INC   2023-12-15 2024-06-21
3. MOLINA HEALTHCARE INC   2024-08-08 2024-12-20
18. MONDELEZ INTERNATIONAL INC   2016-05-06 2024-08-08
17. MONSTER BEVERAGE CORP   2023-11-17 2024-06-21
27. THE MOSAIC COMPANY   2023-11-17 2024-03-15
105. THE MOSAIC COMPANY   2024-06-21 2024-08-08
46. THE MOSAIC COMPANY   2024-06-21 2024-12-20
94. NEW YORK CMNTY BANCORP INC   2023-11-17 2024-03-15
140. NEWELL RUBBERMAID INC COM   2023-10-17 2024-06-21
28. NEXTRACKER INC CL A   2024-09-20 2024-12-20
15. NIKE INC CLASS B   2023-10-17 2024-03-15
10. NIKE INC CLASS B   2023-10-17 2024-06-21
4. NORDSON CORP   2023-03-17 2024-08-08
31. NOVO-NORDISK A/S-SPON ADR   2017-04-21 2024-08-08
22. NUCOR CORP   2022-12-28 2024-12-20
2. NVIDIA CORP   2022-12-28 2024-06-21
118. NVIDIA CORP   2022-12-28 2024-08-08
21. OCCIDENTAL PETROLEUM CORP.   2024-03-15 2024-08-08
10. OKTA INC CL A   2023-11-17 2024-12-20
12. ON SEMICONDUCTOR CORP   2022-12-28 2024-06-21
13. ORMAT TECHNOLOGIES INC   2023-11-17 2024-06-21
3. PENUMBRA INC   2022-12-28 2024-06-21
7. PEPSICO INC   2024-05-23 2024-06-21
2. PEPSICO INC   2024-08-08 2024-12-20
4. PEPSICO INC   2023-01-30 2024-12-20
45. PFIZER INC   2024-03-15 2024-06-21
3. PROCTER & GAMBLE CO   2024-05-23 2024-08-08
27. PROGYNY INC   2023-12-15 2024-05-23
6. PRUDENTIAL FINANCIAL INC   2023-03-17 2024-03-15
4. PRUDENTIAL FINANCIAL INC   2023-03-17 2024-08-08
12. PULTE GROUP   2022-12-28 2024-08-08
14875.081 RBC INTERNATIONAL OPPORT-I   2020-12-02 2024-07-17
6. RALPH LAUREN CORP CL A   2022-10-24 2024-03-15
16. RAYMOND JAMES FINANCIAL INC   2023-03-17 2024-08-08
2. REGENERON PHARMACEUTICALS INC   2016-03-18 2024-08-08
6. REPLIGEN CORP   2024-08-08 2024-09-20
25. REXFORD INDUSTRIAL REALTY INC REIT   2024-06-21 2024-12-20
51. RIVIAN AUTOMOTIVE INC CL A   2023-11-17 2024-03-15
54. RIVIAN AUTOMOTIVE INC CL A   2024-06-21 2024-08-08
11. RYMAN HOSPITALITY PPTYS INC REIT   2024-06-21 2024-08-08
6. SALESFORCE INC   2023-10-17 2024-06-21
36. SCHWAB CORP   2023-11-17 2024-08-08
10. SCIENCE APPLICATIONS INTL CORP   2023-06-16 2024-08-08
141. SHOALS TECHNOLOGIES GROUP INC CL A   2024-05-23 2024-06-21
384. SIRIUS XM HOLDINGS INC   2024-05-23 2024-06-21
112. SNAP INC CL A   2022-12-28 2024-08-08
12. SNOWFLAKE INC CL A   2022-12-28 2024-06-21
8. STAG INDUSTRIAL INC REIT   2024-06-21 2024-12-20
10. STARBUCKS   2022-12-28 2024-03-15
7. SYNOVUS FINANCIAL CORP   2023-10-17 2024-12-20
22. TJX COS INC NEW   2019-03-26 2024-08-08
69. TEGNA INC   2024-03-15 2024-06-21
2. TELEDYNE TECHNOLOGIES INC   2022-12-28 2024-03-15
9. TELEFLEX INC   2023-10-17 2024-08-08
4. TELEFLEX INC   2023-10-17 2024-12-20
5. TESLA INC   2023-11-17 2024-03-15
5. TESLA INC   2022-12-28 2024-12-20
6. TEXAS INSTRUMENTS, INC.   2022-12-28 2024-06-21
2. THERMO ELECTRON CORP   2024-05-23 2024-12-20
20. UGI CORP   2023-11-17 2024-08-08
8. UNITED PARCEL SERVICE CL B   2024-03-15 2024-05-23
15. UNITEDHEALTH GROUP INC.   2023-12-15 2024-03-15
8. VERISIGN INC   2023-12-15 2024-03-15
3. VERTEX PHARMACEUTICALS INC   2021-03-26 2024-03-15
4. VERTEX PHARMACEUTICALS INC   2021-06-15 2024-08-08
56. VIASAT INC   2024-03-15 2024-06-21
78. PARAMOUNT GLOBAL CL B   2023-10-17 2024-06-21
3. VISA INC CL A   2012-08-13 2024-12-20
21. VOYA FINANCIAL INC   2022-12-28 2024-08-08
8. WABTEC CORP   2020-08-26 2024-08-08
7. WARNER BROS DISCOVERY INC CL A   2023-11-17 2024-03-15
122. WARNER BROS DISCOVERY INC CL A   2022-12-28 2024-06-21
71. WELLS FARGO & CO NEW   2022-12-28 2024-08-08
60. WENDY S CO/THE   2024-05-23 2024-06-21
3. WEST PHARMACEUTICAL SVCS INC   2023-11-17 2024-06-21
8. WHIRLPOOL CORP   2023-11-17 2024-05-23
40. XCEL ENERGY INC   2023-09-15 2024-03-15
10. ZOETIS INC   2023-11-17 2024-03-15
1. ZOETIS INC   2023-11-17 2024-12-20
11. AMDOCS LTD   2023-12-15 2024-06-21
.578 ARCADIUM LITHIUM PLC   2023-11-17 2024-01-18
151. ARCADIUM LITHIUM PLC   2023-11-17 2024-03-15
330. ARCADIUM LITHIUM PLC   2024-06-21 2024-08-08
12. ACCENTURE PLC CL A   2022-12-28 2024-06-21
31. CAPRI HOLDINGS LTD   2024-05-23 2024-06-21
40. MEDTRONIC PLC   2022-12-28 2024-08-08
21. NOVOCURE LTD   2024-03-15 2024-08-08
49. NOVOCURE LTD   2024-03-15 2024-09-20
29. SENSATA TECHNOLOGIES HOLDING PLC   2024-03-15 2024-12-20
10. BUNGE GLOBAL   2022-12-28 2024-03-15
27. CNH INDUSTRIAL NV   2023-11-17 2024-12-20
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 15     15
b 857   991 -134
c 1,146   1,096 50
d 1,042   1,002 40
e 1,591   727 864
2,051   998 1,053
1,282   1,109 173
802   918 -116
1,133   1,165 -32
896   992 -96
1,575   88 1,487
579   29 550
1,257   988 269
6,481   5,648 833
2,653   1,309 1,344
586   394 192
1,302   709 593
923   1,085 -162
839   458 381
5,554   2,292 3,262
1,069   1,026 43
732   1,026 -294
15,570   982 14,588
4,001   897 3,104
1,001   1,044 -43
431   633 -202
2,445   2,098 347
1,533   1,667 -134
1,894   2,025 -131
467   466 1
467   506 -39
1,316   1,367 -51
1,120   1,139 -19
3,132   3,032 100
296   250 46
787   750 37
200   140 60
648   420 228
1,894   1,153 741
155   137 18
3,116   3,814 -698
754   984 -230
736   843 -107
1,096   633 463
819   1,206 -387
377   313 64
453   375 78
1,787   1,877 -90
872   997 -125
942   1,009 -67
1,749   1,742 7
1,632   1,653 -21
979   990 -11
692   849 -157
2,090   1,916 174
1,093   1,491 -398
2,518   1,399 1,119
813   837 -24
1,442   1,255 187
594   331 263
516   518 -2
796   1,035 -239
1,734   1,666 68
857   1,046 -189
2,138   1,728 410
738   899 -161
715   1,051 -336
4,040   3,956 84
1,418   1,388 30
688   926 -238
759   920 -161
949   422 527
663   417 246
628   417 211
561   791 -230
918   1,003 -85
1,023   1,030 -7
1,025   1,061 -36
808   907 -99
59   57 2
953   948 5
902   1,041 -139
1,203   1,475 -272
247   175 72
833   524 309
648   883 -235
879   940 -61
354   359 -5
1,488   1,611 -123
162   233 -71
779   674 105
1,010   1,125 -115
966   885 81
1,025   1,050 -25
1,023   823 200
851   909 -58
742   690 52
919   1,025 -106
1,006   1,137 -131
781   893 -112
1,057   1,044 13
3,153   3,133 20
741   1,044 -303
890   950 -60
890   928 -38
480   441 39
1,243   1,117 126
2,498   3,117 -619
644   721 -77
5,009   1,501 3,508
454   436 18
432   408 24
649   653 -4
648   890 -242
145   99 46
154   89 65
1,096   1,034 62
891   978 -87
31   33 -2
595   639 -44
418   396 22
592   889 -297
759   652 107
820   821 -1
2,305   2,492 -187
813   847 -34
578   1,007 -429
847   443 404
631   819 -188
845   808 37
995   1,096 -101
1,182   1,000 182
1,199   1,179 20
967   1,179 -212
1,510   1,545 -35
992   1,085 -93
4,556   3,420 1,136
2,392   880 1,512
12,080   16 12,064
916   791 125
422   384 38
722   845 -123
1,230   1,444 -214
884   1,011 -127
1,265   782 483
834   926 -92
866   973 -107
2,815   3,030 -215
1,107   1,279 -172
366   873 -507
937   1,008 -71
984   1,027 -43
1,494   1,543 -49
972   1,029 -57
942   816 126
3,973   556 3,417
2,564   2,952 -388
253   28 225
12,385   1,656 10,729
1,229   1,316 -87
833   659 174
822   723 99
940   840 100
536   660 -124
1,171   1,255 -84
306   345 -39
611   678 -67
1,248   1,258 -10
513   497 16
733   932 -199
677   468 209
435   312 123
1,465   539 926
157,081   140,100 16,981
1,090   537 553
1,742   1,408 334
2,227   732 1,495
858   1,001 -143
950   1,113 -163
563   850 -287
794   558 236
1,079   1,096 -17
1,470   1,270 200
2,260   1,953 307
1,216   1,092 124
916   1,076 -160
1,121   1,052 69
1,000   959 41
1,533   1,661 -128
271   283 -12
901   986 -85
352   195 157
2,418   1,164 1,254
925   1,023 -98
830   781 49
2,070   1,756 314
713   781 -68
818   1,220 -402
2,105   564 1,541
1,173   967 206
1,048   1,170 -122
468   455 13
1,113   1,227 -114
7,362   7,967 -605
1,522   1,662 -140
1,223   632 591
1,864   771 1,093
751   980 -229
791   977 -186
953   96 857
1,373   1,268 105
1,240   538 702
60   76 -16
875   1,083 -208
3,745   2,920 825
1,000   1,067 -67
998   1,027 -29
692   898 -206
2,079   2,319 -240
1,726   1,738 -12
165   174 -9
863   943 -80
3   3  
684   856 -172
914   1,076 -162
3,708   3,158 550
970   1,079 -109
3,288   3,052 236
405   294 111
855   686 169
790   1,032 -242
955   995 -40
301   278 23
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
      4,301
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       15
b       -134
c       50
d       40
e       864
      1,053
      173
      -116
      -32
      -96
      1,487
      550
      269
      833
      1,344
      192
      593
      -162
      381
      3,262
      43
      -294
      14,588
      3,104
      -43
      -202
      347
      -134
      -131
      1
      -39
      -51
      -19
      100
      46
      37
      60
      228
      741
      18
      -698
      -230
      -107
      463
      -387
      64
      78
      -90
      -125
      -67
      7
      -21
      -11
      -157
      174
      -398
      1,119
      -24
      187
      263
      -2
      -239
      68
      -189
      410
      -161
      -336
      84
      30
      -238
      -161
      527
      246
      211
      -230
      -85
      -7
      -36
      -99
      2
      5
      -139
      -272
      72
      309
      -235
      -61
      -5
      -123
      -71
      105
      -115
      81
      -25
      200
      -58
      52
      -106
      -131
      -112
      13
      20
      -303
      -60
      -38
      39
      126
      -619
      -77
      3,508
      18
      24
      -4
      -242
      46
      65
      62
      -87
      -2
      -44
      22
      -297
      107
      -1
      -187
      -34
      -429
      404
      -188
      37
      -101
      182
      20
      -212
      -35
      -93
      1,136
      1,512
      12,064
      125
      38
      -123
      -214
      -127
      483
      -92
      -107
      -215
      -172
      -507
      -71
      -43
      -49
      -57
      126
      3,417
      -388
      225
      10,729
      -87
      174
      99
      100
      -124
      -84
      -39
      -67
      -10
      16
      -199
      209
      123
      926
      16,981
      553
      334
      1,495
      -143
      -163
      -287
      236
      -17
      200
      307
      124
      -160
      69
      41
      -128
      -12
      -85
      157
      1,254
      -98
      49
      314
      -68
      -402
      1,541
      206
      -122
      13
      -114
      -605
      -140
      591
      1,093
      -229
      -186
      857
      105
      702
      -16
      -208
      825
      -67
      -29
      -206
      -240
      -12
      -9
      -80
       
      -172
      -162
      550
      -109
      236
      111
      169
      -242
      -40
      23
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 87,425
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 1,865
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 1,865
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 1,865
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,076
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 1,076
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 9 789
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 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 arrowWA, NJ
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 2024 or the taxable year beginning in 2024? 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 arrowLAIRD NORTON WETHERBY TRUST CO Telephone no.right arrow (206) 464-5100

Located atright arrow801 SECOND AVE SUITE 1600SEATTLEWA ZIP+4right arrow98104
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
LAIRD NORTON WETHERBY TRUST CO TRUSTEE AND MANAGER
1 		12,238    
801 SECOND AVENUE SUITE 1600
SEATTLE,WA98104
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 (2024)
Form 990-PF (2024)
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 NONE  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
3,416,528
b
Average of monthly cash balances.......................
1b
97,848
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,514,376
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
3,514,376
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
52,716
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,461,660
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
173,083
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
173,083
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,865
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,865
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
171,218
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
171,218
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
171,218
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
119,409
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
119,409
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 171,218
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 152,104
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 119,409
a Applied to 2023, but not more than line 2a 119,409
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 2024 distributable amount..... 0
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		32,695
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		171,218
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

BANCROFT

1255 CALDWELL ROAD
CHERRY HILL,NJ08034 		NONE PC OPERATING FUNDS 113,265
Total .................................right arrow 3a 113,265
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 89,137  
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 87,425  
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) ..   176,562  
13Total. Add line 12, columns (b), (d), and (e)..................
13
176,562
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
PETER W TAYLOR CHARITABLE TR
EIN:
23-7383025
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,060 1,060    

TY 2024 InvestmentsCorpStockSchedule
Name:
PETER W TAYLOR CHARITABLE TR
EIN:
23-7383025
Name of Stock End of Year Book Value End of Year Fair Market Value
ADVANCED AUTO PARTS    
DISNEY WALT CO NEW 926 1,225
HOME DEPOT INC 1,449 15,560
COLGATE PALMOLIVE CO 2,585 8,000
LAUDER ESTEE COS CL A    
MONDELEZ INTERNATIONAL INC 4,492 6,272
PEPSICO INC 833 760
PROCTER & GAMBLE CO 4,928 5,700
MORGAN STANLEY    
PNC FINANCIAL SERVICES GROUP 2,881 10,607
BIOGEN INC 879 918
GILEAD SCIENCES INC    
MERCK & CO INC 7,085 16,812
REGENERON PHARMACEUTICALS INC 3,727 8,548
UNITEDHEALTH GROUP INC 12,938 12,647
CARLISLE COS INC 1,179 1,844
ALPHABET INC CL C 1,268 24,567
APPLE INC 6,821 126,963
CME GROUP INC 3,116 10,450
MICROSOFT CORP 148 116,334
ORACLE CORPORATION 4,634 6,832
VISA INC 5,291 52,147
VERIZON COMMUNICATIONS 3,262 3,599
ECOLAB INC 3,457 7,733
AON PLC 2,984 21,550
CUMMINS INC 2,911 6,972
DANAHER CORP 5,273 16,069
ANALOG DEVICES INC 2,802 7,011
APPLIED MATERIALS INC 2,787 12,685
AMERICAN WATER WORKS CO INC 2,441 3,859
NOVO-NORDISK A S SPONS ADR 1,113 5,333
CITIGROUP INC 2,633 4,153
EMERSON ELEC CO 2,979 7,188
BOOKING HOLDINGS INC 2,409 19,874
INTUIT 3,564 11,942
TARGET CORP 3,684 5,407
TJX COS INC 3,492 7,973
AMERICAN EXPRESS CO 1,728 3,561
KEYCORP NEW 2,608 4,508
AMGEN INC 3,089 3,128
WABTEC CORP 2,423 6,825
ADOBE SYS INC 5,087 9,338
AGILENT TECHNOLOGIES INC 2,328 4,702
CIENA CORP 914 1,781
FIRST SOLAR INC    
MICRON TECHNOLOGY INC 1,720 2,946
PORTLAND GENERAL ELECTRIC CO    
CARRIER GLOBAL CORP 3,314 6,075
SALESFORCE.COM 2,694 6,687
NETFLIX INC 5,463 16,044
APTARGROUP INC 3,421 10,997
MCCORMICK & CO INC 1,112 1,372
AMERIPRISE FINANCIAL INC 2,962 6,922
VERTEX PHARMACEUTICALS INC 3,083 6,443
ALTICE USA INC CL A    
AMAZON.COM INC 23,976 64,281
AUTOZONE INC 2,462 3,202
BATH & BODY WORKS IN    
CABLE ONE INC    
CARMAX INC 830 1,145
CHIPOTLE MEXICAN GRILL INC 2,757 6,030
DARDEN RESTAURANTS INC 972 1,307
DOMINOS PIZZA INC 1,033 1,259
FIVE BELOW INC    
FORD MOTOR CO DEL 'NEW    
FORTUNE BRANDS INNOVATIONS INC 2,122 2,597
GENERAL MOTORS CO    
HANESBRANDS INC    
HARLEY DAVIDSON INC    
HASBRO INC 992 1,230
IAA INC    
LEAR CORP    
LENNAR CORP 2,567 3,955
LENNOX INTERNATIONAL INC 1,198 3,047
LIBERTY BROADBAND - SER C 1,158 1,645
LOWES COS INC 800 987
NEWELL BRANDS INC    
NIKE INC-CLASS B    
O REILLY AUTOMOTIVE INC    
PLANET FITNESS INC CL A    
PULTE GROUP 1,886 4,574
RALPH LAUREN CORP CL A 1,970 5,082
RIVIAN AUTOMOTIVE INC CL A 930 1,197
ROKU INC 621 1,189
SNAP ON INC 2,491 3,734
STANLEY BLACK & DECKER INC 1,805 2,007
STARBUCKS CORP 1,018 1,186
TEGNA INC    
TESLA INC 10,708 38,365
V F CORP 1,042 1,867
VAIL RESORTS INC    
ARAMARK    
CASEY'S GENERAL STORES INC 682 1,189
COCA COLA CO 9,055 9,650
COCA-COLA CONSOLIDATED INC 509 1,260
CONAGRA BRANDS INC 861 860
COSTCO WHOLESALE CORP NEW 8,393 16,493
CVS HEALTH CORP    
DARLING INGREDIENTS INC 1,875 1,819
KEURIG DR PEPPER INC 3,511 3,919
KROGER CO    
LAMB WESTON HOLDINGS INC    
POST HOLDINGS INC    
SYSCO CORP 907 918
THE MOSAIC COMPANY    
WALMART INC 2,543 4,879
BAKER HUGHES CO 3,313 4,758
NEW FORTRESS ENERGY INC CL A    
ALLY FINANCIAL INC 1,647 2,521
BANK AMERICA CORP 1,984 2,901
BLACKROCK INC CLASS A    
BLACKSTONE INC 1,694 4,138
CAPITAL ONE FINL CORP 1,077 2,140
CBOE GLOBAL MARKETS INC 2,021 3,126
CHARLES SCHWAB CORP 807 1,110
COINBASE GLOBAL INC CL A 521 3,973
COMERICA INC    
CULLEN FROST BANKERS INC    
DISCOVER FINL SVCS    
F.N.B. CORPORATION    
FIRST HORIZON CORP 826 1,410
FIRST INTERSTATE BANCSYSTEM IN    
GOLDMAN SACHS GROUP INC    
HUNTINGTON BANCSHARES IN    
INTERACTIVE BROKERS GROUP INC 800 1,943
JP MORGAN CHASE & CO 12,602 22,772
LINCOLN NATL CORP    
LPL FINANCIAL HOLDINGS INC    
M & T BANK CORP    
MARSH & MCLENNAN COS INC 988 1,274
MASTERCARD INC-A 4,445 6,845
METLIFE INC 881 1,146
NEW YORK CMNTY BANCORP INC    
OLD NATIONAL BANCORP    
ONEMAIN HOLDINGS INC 772 1,251
PROGRESSIVE CORP OHIO 1,297 2,396
S&P GLOBAL INC 2,637 3,984
SVB FINANCIAL GROUP    
SYNCHRONY FINANCIAL 2,257 4,150
TRANSUNION 1,310 2,225
UNUM GROUP 1,670 2,994
US BANCORP NEW 3,005 4,496
VOYA FINANCIAL INC 845 964
WELLS FARGO & CO 2,139 3,652
ABBOTT LABS 1,495 1,697
ABBVIE INC 5,810 6,930
ALIGN TECHNOLOGY INC 806 834
ALNYLAM PHARMACEUTICALS INC    
BECTON DICKINSON    
BOSTON SCIENTIFIC CORP 1,557 3,037
BRISTOL MYERS SQUIBB CO 937 1,131
CENTENE CORP 2,064 1,999
DAVITA INC 1,602 3,290
DENTSPLY SIRONA INC 1,516 1,537
DEXCOM INC 1,479 1,633
EDWARDS LIFESCIENCES CORP    
ELEVANCE HEALTH INC    
ENVISTA HOLDINGS CORP    
HEALTHEQUITY INC 1,559 2,015
HOLOGIC INC    
HUMANA INC    
ICU MEDICAL INC    
IDEXX LABS INC 1,200 1,240
INSULET CORP 1,553 2,872
INTEGRA LIFESCIENCES HOLDINGS    
INTUITIVE SURGICAL INC 2,696 5,742
LABORATORY CORP AMERICA HOLDIN    
LILLY ELI & CO 7,189 15,440
MASIMO CORP 1,029 2,149
MODERNA INC 788 832
MOLINA HEALTHCARE INC    
PENUMBRA INC    
PFIZER INC 1,118 1,061
QUEST DIAGNOSTICS INC    
SHOCKWAVE MEDICAL INC    
STRYKER CORP 1,450 2,160
TELADOC HEALTH INC    
ZIMMER BIOMET HOLDINGS INC    
ZOETIS INC 749 815
AMETEK INC NEW    
AUTOMATIC DATA PROCESSING INC 1,112 1,464
AVIS BUDGET GROUP INC    
AXON ENTERPRISE INC 1,156 4,160
BOOZ ALLEN HAMILTON HOLDING CL    
CATERPILLAR INC 3,591 5,441
CH ROBINSON    
CHART INDUSTRIES INC 545 954
CLEAN HBRS INC 1,132 2,301
DEERE & CO    
DELTA AIR LINES INC 800 1,513
EMCOR GROUP INC 1,771 5,447
EQUIFAX INC 951 1,274
FEDEX CORPORATION 2,423 3,939
FLOWSERVE CORP 806 1,553
GENERAC HOLDINGS INC    
HEXCEL CORP 863 941
HUBBELL INC 1,173 2,094
ILLINOIS TOOL WKS INC 882 1,014
KNIGHT-SWIFT TRANSPORTATION HO    
LANDSTAR SYSTEMS INC 815 859
LIVE NATION ENTERTAINMENT, INC 818 1,554
MIDDLEBY CORP    
MSC INDUSTRIAL DIRECT CO INC C    
NORFOLK SOUTHN CORP    
OTIS WORLDWIDE CORP 1,239 1,482
PACCAR INC 1,257 1,976
PARKER HANNIFIN CORP 1,721 3,816
QUANTA SERVICES INCORPORATED 2,120 4,741
RELIANCE STEEL & ALUMINUM CO    
REPUBLIC SERVICES INC 1,553 2,414
RYDER SYSTEM INC 746 1,412
SERVICENOW INC 752 2,120
STERICYCLE INC    
TELEDYNE TECHNOLOGIES INC    
TELEFLEX INC    
TETRA TECH INC 1,005 1,394
THERMO FISHER SCIENTIFIC INC    
TIMKEN CO 907 928
UNION PAC CORP 4,320 4,789
UNITED PARCEL SERVICE-CLASS B    
UNITED RENTALS INC 2,111 4,227
VERISK ANALYTICS INC 1,394 2,203
WASTE MANAGEMENT INTERNATIONAL 2,990 3,834
WILLSCOT MOBILE MINI HOLDINGS    
WOODWARD INC 1,500 2,663
ADVANCED MICRO DEVICES INC 3,504 6,764
AIRBNB INC CL A 1,155 1,840
ARISTA NETWORKS INC 1,073 3,979
BLOCK INC CL A    
BROADCOM INC 7,502 29,444
CISCO SYS INC    
COHERENT CORP 709 2,084
COSTAR GROUP INC    
ENPHASE ENERGY INC    
EPAM SYSTEMS INC 956 1,169
EXPEDIA GROUP INC    
F5 INC 1,111 2,012
HP INC    
INTEL CORP 2,185 2,005
INTERNATIONAL BUSINESS MACHINE 4,670 8,134
JUNIPER NETWORKS INC    
LUMENTUM HOLDINGS IN    
NETAPP INC 873 1,741
NVIDIA CORP 10,387 99,375
OKTA INC CL A    
ON SEMICONDUCTOR CORP    
PAYPAL HOLDINGS INC 908 1,366
PINTEREST INC CL A 595 754
PURE STORAGE INC CL A 657 1,536
QUALCOMM INC 3,530 5,069
ROGERS CORP    
SNAP INC CL A    
SNOWFLAKE INC CL A 832 772
TEXAS INSTRUMENTS INC    
TWILIO INC CL A 680 1,621
WESTERN DIGITAL CORP 1,088 2,147
WOLFSPEED INC    
ZILLOW GROUP INC CL C 563 1,333
AT & T INC 5,575 8,493
CHARTER COMMUNICATIONS INC CL 1,074 1,371
COMCAST CORP-CL A 4,710 5,104
INTERPUBLIC GROUP COS INC    
IRIDIUM COMMUNICATIONS INC    
MOTOROLA SOLUTIONS, INC 2,030 3,698
OMNICOM GROUP 887 946
PARAMOUNT GLOBAL CL B 920 941
T-MOBILE US INC 1,970 3,090
WARNER BROS DISCOVERY INC CL A 858 1,290
CONSOLIDATED EDISON INC    
CONSTELLATION ENERGY CORP 681 671
HAWAIIAN ELECTRIC INDS INC    
NEXTERA ENERGY INC 5,377 7,097
NRG ENERGY INC 1,370 3,879
ONE GAS INC    
PLUG POWER INC    
SEMPRA    
SUNRUN INC    
XYLEM INC 2,591 3,365
AIR PRODUCTS & CHEMICALS INC 3,318 3,480
CELANESE CORP COMMON    
FMC CORP    
INTERNATIONAL FLAVORS & FRAGRA 1,152 1,437
NUCOR CORP    
OWENS CORNING INC 1,866 3,747
SHERWIN WILLIAMS CO 2,612 3,739
STEEL DYNAMICS INC 1,909 2,053
UNIVAR SOLUTIONS INC    
THE HOWARD HUGHES CO    
APTIV PLC    
JOHNSON CONTROLS INTERNATIONAL 927 1,421
BUNGE LIMITED 1,582 1,555
RENAISSANCE RE HLDGS LTD 562 746
MEDTRONIC PLC 916 959
NOVOCURE LTD    
STERIS PLC 910 1,028
ALLEGION PLC 835 1,045
EATON CORP PLC 1,713 3,651
PENTAIR PLC 2,242 5,133
ACCENTURE PLC CL A 1,053 1,407
SEAGATE TECHNOLOGY HOLDINGS PL 1,328 2,244
SENSATA TECHNOLOGIES HOLDING P    
EBAY INC 1,004 1,549
IAC INC    
LITHIA MOTORS INC CL A    
LULULEMON ATHLETICA INC    
MACY S INC 1,019 1,490
WHIRLPOOL CORPORATION    
ALBERTSONS COS INC    
CLOROX CO 997 1,299
DOLLAR GENERAL CORP 2,522 2,502
DOLLAR TREE INC 1,734 1,799
FLOWERS FOODS INC    
GENERAL MLS INC 1,644 1,658
KIMBERLY CLARK CORP 956 1,048
MONSTER BEVERAGE CORP 855 999
THE HERSHEY COMPANY    
BANK OF NEW YORK MELLON CORP 2,641 4,763
BROADRIDGE FINL SOLUTIONS INC 2,799 4,522
COLUMBIA BANKING SYSTEM INC    
FIDELITY NATIONAL 1,033 1,615
FIFTH THIRD BANCORP 2,771 4,693
MOODYS CORP 2,943 4,734
PRUDENTIAL FINL INC 3,511 5,334
RAYMOND JAMES FINANCIAL INC 792 1,398
SYNOVUS FINANCIAL CORP    
THE CIGNA GROUP 872 828
TRUIST FINANCIAL CORP 1,253 1,779
ZIONS BANCORPORATION, N.A. 1,138 2,062
BAXTER INTL INC    
DOXIMITY INC CL A 828 2,082
ENCOMPASS HEALTH CORP 2,166 3,879
EXACT SCIENCES CORP 916 899
FORTREA HLDGS INC    
GE HEALTHCARE TECHNOLOGIES INC 872 1,016
GLOBUS MEDICAL INC 864 1,571
INSPIRE MEDICAL SYSTEMS INC 992 1,298
IQVIA HOLDINGS INC    
ORGANON & CO 1,890 2,507
RESMED INC 3,053 4,802
UNITED THERAPEUTICS CORP DEL 927 1,411
WEST PHARMACEUTICAL SVCS INC    
ACUITY BRANDS INC 1,277 2,337
AVANTOR INC 1,040 1,138
CONCENTRIX CORP    
EXPEDITORS INTL WASH INC    
FORTIVE CORP 879 975
KEYSIGHT TECHNOLOGIES INC    
MASTEC INC 1,011 2,587
NORDSON CORP 816 837
OSHKOSH CORP 1,766 2,187
PROGYNY INC    
SCIENCE APPLICATIONS INTL CORP 873 894
UBER TECHNOLOGIES INC 3,043 4,222
VERALTO CORPORATION 686 2,343
AKAMAI TECHNOLOGIES INC 1,901 2,296
COGNIZANT TECHNOLOGY SOLUTIONS    
CROWDSTRIKE HOLDINGS INC CL A 1,329 4,448
DXC TECHNOLOGY CO    
LATTICE SEMICONDUCTOR CORP    
MARVELL TECHNOLOGY INC 720 1,988
MICROCHIP TECHNOLOGY INC    
PALO ALTO NETWORKS INC 2,270 4,367
REVVITY, INC 1,058 1,339
VERISIGN INC    
ALPHABET INC CL A 26,631 40,889
BLACK HILLS CORP    
CLEARWAY ENERGY INC CL C 1,303 1,560
DOMINION ENERGY INC 3,474 4,470
EVERGY INC 2,012 2,462
ORMAT TECHNOLOGIES INC    
UGI CORP NEW 864 1,073
XCEL ENERGY INC 1,027 1,283
HUNTSMAN CORP    
LIVENT CORP    
HOWARD HUGHES HOLDINGS INC    
CNH INDUSTRIAL NV 784 861
AMDOCS LTD ORD    
ACCESS CAPITAL COMMUNITY-I    
TIAA-CREF CORE IMPACT BOND FUN    
VOYA STRATEGIC INC OPP-I    
COTY INC 790 780
CELSIUS HOLDINGS INC 757 738
JM SMUCKER CO/THE-NEW COM 1,087 1,101
KRAFT HEINZ CO 1,088 1,013
THE CAMPBELL'S COMPANY 2,076 2,094
ALEXANDRIA REAL ESTATE EQUITIE 2,083 2,049
BXP INC REIT 1,107 1,338
GLOBE LIFE INC 1,047 1,450
REGENCY CENTERS CORPORATION 1,119 1,331
VERTIV HOLDINGS LLC CL A 840 795
VORNADO REALTY TRUST 1,084 1,766
CYTOKINETICS INC 831 800
ELANCO ANIMAL HEALTH INC 757 787
LABCORP HOLDINGS INC 990 1,147
VIKING THERAPEUTICS INC 845 805
AMETEK INC NEW 1,245 1,622
GE VERNOVA LLC 1,028 987
REGAL REXNORD CORP 935 931
RELIANCE INC 1,210 1,616
VULCAN MATLS CO 789 772
ANALOG DEVICES INC    
APPLOVIN CORP CL A 1,023 971
MONGODB INC CL A 737 698
PAYCOM SOFTWARE INC 956 1,230
SENTINELONE INC CL A 785 777
ZOOMINFO TECHNOLOGIES INC 968 1,135
EXELON CORP 1,022 1,054
NATIONAL FUEL GAS CO 1,027 1,214
CABOT CORP 739 730
AMERICAN TOWER CORP REIT 1,169 1,100
BRIXMOR PROPERTY GROUP INC REI 1,128 1,392
COPT DEFENSE PROPERTIES REIT 1,355 1,702
CROWN CASTLE INC REIT 4,439 4,175
EQUINIX INC REIT 765 943
EQUITY LIFESTYLE PROPERTIES IN 1,223 1,265
FEDERAL REALTY INVESTMENT TRUS 1,103 1,231
FIRST INDUSTRIAL REALTY TRUST 1,087 1,153
HEALTHCARE REALTY TRUST CL A R 1,092 1,153
HEALTHPEAK PROPERTIES INC REIT 1,097 1,155
INVITATION HOMES INC REIT 772 767
KIMCO REALTY CORP REIT 1,120 1,382
KITE REALTY GROUP TRUST REIT 1,118 1,287
MID-AMER APARTMENT COMM REIT 1,128 1,237
NNN REIT INC REIT 1,098 1,062
OMEGA HEALTHCARE INVS REIT 1,123 1,287
PROLOGIS INC REIT 1,507 1,480
REALTY INCOME CORP REIT 1,116 1,122
SBA COMMUNICATIONS CORP CL A R 1,168 1,223
STAG INDUSTRIAL INC REIT 816 778
SUN COMMUNITIES INC REIT 1,175 1,230
UDR INC REIT 1,100 1,172
VENTAS INC 1,109 1,296
WEYERHAEUSER CO REIT 1,103 1,070
WP CAREY INC REIT 1,103 1,090
JAZZ PHARMACEUTICALS PLC 904 985
ARCADIUM LITHIUM PLC 748 790
CRH PLC 1,030 1,018
LINDE PLC 2,601 2,512

TY 2024 InvestmentsOtherSchedule2
Name:
PETER W TAYLOR CHARITABLE TR
EIN:
23-7383025
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CALVERT INTL OPPORTUNIT FD-I AT COST 142,386 158,193
CALVERT SMALL CAP FUND-I AT COST 92,520 129,345
JOHCM INTERNATIONAL SEL-I AT COST 91,659 110,251
PEAR TREE POL FRGN VAL-INST AT COST 158,478 172,685
PZENA EMERG MKTS VALUE-INST AT COST 79,222 92,900
VOYA STRATEGIC INC OPP-I AT COST 106,807 96,207
TIAA-CREF CORE IMPACT BOND FUN      
BARON DISCOVERY FUND-INST AT COST 24,255 24,725
RBC INTERNATIONAL OPPORT-I      
VANGUARD FTSE EMERGING MARKETS AT COST 84,846 85,526
RBC EMERGING MARKETS EQ-I AT COST 54,300 56,950
CALVERT INTL RESP INDX-I AT COST 155,300 144,855
NUVEEN CORE IMPACT BD FD-R6 AT COST 810,628 690,941
ACCESS CAPITAL COMMUNITY-I AT COST 115,000 112,754

TY 2024 OtherDecreasesSchedule
Name:
PETER W TAYLOR CHARITABLE TR
EIN:
23-7383025
Description Amount
2025 TRANS POSTED IN 2024 3,873
2024 ROC ADJ. IN 2024 206
ROUNDING 7


TY 2024 OtherExpensesSchedule
Name:
PETER W TAYLOR CHARITABLE TR
EIN:
23-7383025
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI 25 0   25
OTHER EXPENSE (NON-DEDUCTIBLE 2 0   0


TY 2024 OtherIncreasesSchedule
Name:
PETER W TAYLOR CHARITABLE TR
EIN:
23-7383025
Description Amount
2023 TRANS POSTED IN 2024 3,643
MUTUAL FUND DEFERRED TO 2025 85


TY 2024 OtherProfessionalFeesSchedule
Name:
PETER W TAYLOR CHARITABLE TR
EIN:
23-7383025
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 32,717 32,717    


TY 2024 TaxesSchedule
Name:
PETER W TAYLOR CHARITABLE TR
EIN:
23-7383025
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 32 32   0
FEDERAL EXCISE TAX 445 0   0
ESTIMATED TAX PAYMENT 1,076 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,643 1,643   0
FOREIGN TAXES ON NONQUALIFIED 525 525   0