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
TROXEL FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)571 CENTRAL AVE SUITE 120
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW PROVIDENCE, NJ07974
A Employer identification number

47-4209182
B Telephone number (see instructions)

(908) 898-0100
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$6,753,490
J 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) 1,136,211
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 121,620 121,620  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 120,282
b Gross sales price for all assets on line 6a 1,192,791
7 Capital gain net income (from Part IV, line 2)... 120,282
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,378,113 241,902 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 84,959 23,051 0 45,856
b Accounting fees (attach schedule)....... 8,775 750 0 250
c Other professional fees (attach schedule).... 51,029 51,029 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 6,527 3,153 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 667 667 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 151,957 78,650 0 46,106
25 Contributions, gifts, grants paid....... 398,000 398,000
26 Total expenses and disbursements. Add lines 24 and 25 549,957 78,650 0 444,106
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 828,156
b Net investment income (if negative, enter -0-) 163,252
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.............   44,913 44,913
2 Savings and temporary cash investments......... 129,615 173,208 173,208
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 981    
10a Investments—U.S. and state government obligations (attach schedule) 213,033 Click to see attachment
List of Attached Documents:
// Content
245,885
248,588
b Investments—corporate stock (attach schedule)....... 1,157,071 Click to see attachment
List of Attached Documents:
// Content
2,251,524
3,551,615
c Investments—corporate bonds (attach schedule)....... 218,022 0 0
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).......... 2,005,075 Click to see attachment
List of Attached Documents:
// Content
1,837,090
2,731,618
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
4,215
Click to see attachment
List of Attached Documents:
// Content
3,548
Click to see attachment
List of Attached Documents:
// Content
3,548
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,728,012 4,556,168 6,753,490
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 3,728,012 4,556,168
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........    
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)..... 3,728,012 4,556,168
30 Total liabilities and net assets/fund balances (see instructions). 3,728,012 4,556,168
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,728,012
2
Enter amount from Part I, line 27a .....................
2
828,156
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,556,168
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,556,168
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 ADOBE INC P 2024-10-08 2024-10-28
b INFINEON TECHNOLOGIES AG P 2024-10-08 2024-10-28
c INFINEON TECHNOLOGIES AG P 2024-10-14 2024-10-28
d INFINEON TECHNOLOGIES AG P 2024-10-14 2024-11-08
e INFINEON TECHNOLOGIES AG P 2024-10-21 2024-11-08
INFINEON TECHNOLOGIES AG P 2024-10-21 2024-11-08
SUPER MICRO COMPUTER INC P 2024-10-08 2024-10-31
SUPER MICRO COMPUTER INC P 2024-10-14 2024-10-31
SUPER MICRO COMPUTER INC P 2024-10-21 2024-10-31
SUPER MICRO COMPUTER INC P 2024-10-28 2024-10-31
CENTENE CORP P 2024-10-08 2024-11-18
CENTENE CORP P 2024-10-14 2024-11-18
CENTENE CORP P 2024-10-21 2024-11-18
CENTENE CORP P 2024-10-28 2024-11-18
ISHARES BIOTECHNOLOGY P 2024-10-08 2024-10-29
ISHARES BIOTECHNOLOGY P 2024-10-14 2024-10-29
MERCK & CO INC P 2024-10-08 2024-10-14
MODERNA INC P 2024-10-08 2024-10-14
BARRICK GOLD CORP P 2024-03-21 2024-12-31
CLEVELAND CLIFFS INC P 2024-06-28 2024-10-31
TRANSOCEAN LTD P 2024-11-01 2024-12-27
US TREASURY NOTE 4.125% DUE 1-31-25 P 2024-09-30 2024-12-27
ALPHABET INC P 2016-04-15 2024-12-31
APPLE INC P 2016-03-14 2024-12-27
APPLE INC P 2016-03-14 2024-12-31
CAMECO CORP P 2023-04-28 2024-12-31
HONEYWELL INTL INC P 2016-03-01 2024-12-27
HONEYWELL INTL INC P 2016-04-15 2024-12-27
HONEYWELL INTL INC P 2019-09-24 2024-12-27
META PLATFORMS INC P 2016-03-14 2024-12-31
MICROSOFT CORP P 2016-04-15 2024-12-27
MICROSOFT CORP P 2016-03-14 2024-12-31
MICROSOFT CORP P 2016-04-15 2024-12-31
NETFLIX INC. P 2022-09-02 2024-12-27
NETFLIX INC. P 2022-09-02 2024-12-31
UNITEDHEALTH GROUP P 2020-03-26 2024-03-01
US TREASURY NOTE 4.25% DUE09-30-24 P 2022-10-11 2024-02-29
US TREASURY NOTE 4.25% DUE09-30-24 P 2022-10-11 2024-03-22
US TREASURY NOTE 4.25% DUE09-30-24 P 2022-10-11 2024-03-26
US TREASURY NOTE 4.25% DUE09-30-24 P 2022-10-11 2024-09-30
VALERO ENERGY P 2020-02-28 2024-12-31
HONEYWELL INTL INC P 2018-08-08 2024-12-27
EV SHORT DURATION GOVT INC P 2023-08-31 2024-08-23
EV SHORT DURATION GOVT INC P 2023-09-29 2024-08-23
EV SHORT DURATION GOVT INC P 2023-10-31 2024-08-23
EV SHORT DURATION GOVT INC P 2023-11-30 2024-08-23
EV SHORT DURATION GOVT INC P 2023-12-29 2024-08-23
EV SHORT DURATION GOVT INC P 2024-01-31 2024-08-23
EV SHORT DURATION GOVT INC P 2024-02-29 2024-08-23
EV SHORT DURATION GOVT INC P 2024-03-28 2024-08-23
EV SHORT DURATION GOVT INC P 2024-04-30 2024-08-23
EV SHORT DURATION GOVT INC P 2024-05-31 2024-08-23
EV SHORT DURATION GOVT INC P 2024-06-28 2024-08-23
EV SHORT DURATION GOVT INC P 2024-07-31 2024-08-23
INVESCO CORE PLUS BOND P 2023-08-31 2024-08-23
INVESCO CORE PLUS BOND P 2023-09-29 2024-08-23
INVESCO CORE PLUS BOND P 2023-10-31 2024-08-23
INVESCO CORE PLUS BOND P 2023-11-30 2024-08-23
INVESCO CORE PLUS BOND P 2023-12-29 2024-08-23
INVESCO CORE PLUS BOND P 2024-01-31 2024-08-23
INVESCO CORE PLUS BOND P 2024-02-29 2024-08-23
INVESCO CORE PLUS BOND P 2024-03-28 2024-08-23
INVESCO CORE PLUS BOND P 2024-04-30 2024-08-23
INVESCO CORE PLUS BOND P 2024-05-31 2024-08-23
INVESCO CORE PLUS BOND P 2024-06-28 2024-08-23
INVESCO CORE PLUS BOND P 2024-07-31 2024-08-23
US TREASURY NOTE 2.25% DUE 11-15-24 P 2024-07-02 2024-08-23
DUPONT DE NEMOURS 11-15-25 P 2022-10-20 2024-08-23
EV SHORT DURATION GOVT INC P 2020-09-18 2024-08-23
EV SHORT DURATION GOVT INC P 2020-10-30 2024-08-23
EV SHORT DURATION GOVT INC P 2020-11-30 2024-08-23
EV SHORT DURATION GOVT INC P 2020-12-03 2024-08-23
EV SHORT DURATION GOVT INC P 2020-12-31 2024-08-23
EV SHORT DURATION GOVT INC P 2021-05-28 2024-08-23
EV SHORT DURATION GOVT INC P 2021-06-30 2024-08-23
EV SHORT DURATION GOVT INC P 2021-07-30 2024-08-23
EV SHORT DURATION GOVT INC P 2021-08-31 2024-08-23
EV SHORT DURATION GOVT INC P 2021-09-30 2024-08-23
EV SHORT DURATION GOVT INC P 2021-10-29 2024-08-23
EV SHORT DURATION GOVT INC P 2021-11-30 2024-08-23
EV SHORT DURATION GOVT INC P 2021-12-31 2024-08-23
EV SHORT DURATION GOVT INC P 2022-01-31 2024-08-23
EV SHORT DURATION GOVT INC P 2022-02-28 2024-08-23
EV SHORT DURATION GOVT INC P 2022-03-31 2024-08-23
EV SHORT DURATION GOVT INC P 2022-04-29 2024-08-23
EV SHORT DURATION GOVT INC P 2022-05-31 2024-08-23
EV SHORT DURATION GOVT INC P 2022-06-30 2024-08-23
EV SHORT DURATION GOVT INC P 2022-07-29 2024-08-23
EV SHORT DURATION GOVT INC P 2022-08-31 2024-08-23
EV SHORT DURATION GOVT INC P 2022-09-30 2024-08-23
EV SHORT DURATION GOVT INC P 2022-10-31 2024-08-23
EV SHORT DURATION GOVT INC P 2022-10-31 2024-08-23
EV SHORT DURATION GOVT INC P 2022-10-31 2024-08-23
EV SHORT DURATION GOVT INC P 2022-10-31 2024-08-23
EV SHORT DURATION GOVT INC P 2022-11-30 2024-08-23
EV SHORT DURATION GOVT INC P 2022-12-30 2024-08-23
EV SHORT DURATION GOVT INC P 2023-01-31 2024-08-23
EV SHORT DURATION GOVT INC P 2023-02-28 2024-08-23
EV SHORT DURATION GOVT INC P 2023-03-31 2024-08-23
EV SHORT DURATION GOVT INC P 2023-04-28 2024-08-23
EV SHORT DURATION GOVT INC P 2023-05-31 2024-08-23
EV SHORT DURATION GOVT INC P 2023-06-30 2024-08-23
EV SHORT DURATION GOVT INC P 2023-07-31 2024-08-23
EBAY INC 11-22-25 P 2022-11-29 2024-08-23
GOLDMAN SACH 11-16-26 P 2022-09-16 2024-08-23
GOLDMAN SACHS GRO 11-01-24 P 2022-11-09 2024-08-23
HUMANA INC 03-15-27 P 2022-10-06 2024-08-23
INVESCO CORE PLUS BOND P 2020-12-14 2024-08-23
INVESCO CORE PLUS BOND P 2020-12-31 2024-08-23
INVESCO CORE PLUS BOND P 2021-01-29 2024-08-23
INVESCO CORE PLUS BOND P 2021-02-26 2024-08-23
INVESCO CORE PLUS BOND P 2021-03-31 2024-08-23
INVESCO CORE PLUS BOND P 2021-04-30 2024-08-23
INVESCO CORE PLUS BOND P 2021-05-28 2024-08-23
INVESCO CORE PLUS BOND P 2021-06-30 2024-08-23
INVESCO CORE PLUS BOND P 2021-07-30 2024-08-23
INVESCO CORE PLUS BOND P 2021-08-31 2024-08-23
INVESCO CORE PLUS BOND P 2021-09-30 2024-08-23
INVESCO CORE PLUS BOND P 2021-10-29 2024-08-23
INVESCO CORE PLUS BOND P 2021-11-30 2024-08-23
INVESCO CORE PLUS BOND P 2021-12-14 2024-08-23
INVESCO CORE PLUS BOND P 2021-12-14 2024-08-23
INVESCO CORE PLUS BOND P 2024-12-31 2024-08-23
INVESCO CORE PLUS BOND P 2022-01-31 2024-08-23
INVESCO CORE PLUS BOND P 2022-02-28 2024-08-23
INVESCO CORE PLUS BOND P 2022-03-31 2024-08-23
INVESCO CORE PLUS BOND P 2022-04-29 2022-08-23
INVESCO CORE PLUS BOND P 2022-05-31 2024-08-23
INVESCO CORE PLUS BOND P 2022-06-30 2024-08-23
INVESCO CORE PLUS BOND P 2022-07-29 2024-08-23
INVESCO CORE PLUS BOND P 2022-08-31 2024-08-23
INVESCO CORE PLUS BOND P 2022-09-30 2024-08-23
INVESCO CORE PLUS BOND P 2022-10-31 2024-08-23
INVESCO CORE PLUS BOND P 2022-11-30 2024-08-23
INVESCO CORE PLUS BOND P 2022-12-30 2024-08-23
INVESCO CORE PLUS BOND P 2023-01-31 2024-08-23
INVESCO CORE PLUS BOND P 2023-02-28 2024-08-23
INVESCO CORE PLUS BOND P 2023-03-31 2024-08-23
INVESCO CORE PLUS BOND P 2023-04-28 2024-08-23
INVESCO CORE PLUS BOND P 2023-05-31 2024-08-23
INVESCO CORE PLUS BOND P 2023-06-30 2024-08-23
INVESCO CORE PLUS BOND P 2023-07-31 2024-08-23
JPMORGAN CHASE 10-01-27 P 2022-10-06 2024-08-23
MARTIN MARIETTA 07-02-24 P 2022-10-20 2024-07-02
NASDAQ INC 06-30-26 P 2022-10-06 2024-08-23
ARCHER DANIELS MIDLAND P 2024-10-08 2024-11-06
ARCHER DANIELS MIDLAND P 2024-10-14 2024-11-06
ARCHER DANIELS MIDLAND P 2024-10-21 2024-11-06
ARCHER DANIELS MIDLAND P 2024-10-28 2024-11-06
ARCHER DANIELS MIDLAND P 2024-11-04 2024-11-06
LYONDELLBASELL NV P 2024-10-08 2024-10-29
LYONDELLBASELL NV P 2024-10-14 2024-10-29
LYONDELLBASELL NV P 2024-10-21 2024-10-29
LYONDELLBASELL NV P 2024-10-28 2024-10-29
US TREASURY NOTE 1.50% 10-31-24 P 2024-08-24 2024-10-31
US TREASURY NOTE 2.25% DUE 12-31-24 P 2024-08-27 2024-12-31
LORD ABBETT SHORT DURATION P 2023-02-14 2024-12-13
VANGUARD ST BOND INDEX P 2022-12-27 2024-12-13
CAPITAL GAINS 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 487   497 0
b 1,633   1,638 0
c 1,209   1,242 23
d 369   404 -35
e 369   403 -34
1,168   1,246 -78
504   800 -296
448   771 -323
532   900 -368
448   763 -315
703   855 0
586   725 -83
996   1,049 -53
293   310 -17
427   529 0
285   290 0
875   868 7
116   117 -1
5,470   5,734 -264
41,787   50,134 -8,347
21,401   27,025 -5,624
120,972   115 17
2,846   584 2,262
14,960   1,511 13,449
7,504   768 6,736
13,563   6,976 6,587
6,190   2,719 3,471
18,111   8,635 9,476
14,214   10,362 3,852
7,053   1,322 5,731
13,684   1,783 11,901
5,495   695 4,800
845   111 734
3,598   929 2,669
26,789   6,964 19,825
54,068   26,291 27,777
9,944   9,993 -49
9,949   9,993 -44
21,888   21,985 -97
121,000   120,915 85
5,472   2,958 2,514
5,731   3,726 2,005
105   105 0
109   107 2
119   116 3
117   117 0
194   193 1
123   123 0
118   116 2
126   124 2
125   121 4
128   126 2
124   122 2
128   127 1
87   83 4
92   85 7
94   85 9
92   87 5
90   88 2
90   88 2
92   89 3
91   89 2
94   89 5
94   90 4
93   90 3
93   91 2
24,844   24,826 18
24,911   24,711 200
14,698   16,178 -1,480
82   90 -8
78   85 -7
4,712   5,187 -475
96   106 -10
102   112 -10
96   104 -8
99   108 -9
99   108 -9
96   105 -9
100   108 -8
97   105 -8
101   109 -8
101   109 -8
92   99 -7
118   126 -8
118   127 -9
124   132 -8
126   134 -8
130   138 -8
181   192 -11
205   213 -8
9   10 -1
66   72 -6
67   73 -6
101   110 -9
162   178 -16
95   97 -2
94   96 -2
86   87 -1
99   101 -2
97   98 -1
101   102 -1
100   101 -1
104   105 -1
25,336   25,227 109
48,891   48,599 292
25,001   25,002 -1
24,632   24,189 443
19,850   24,039 -4,189
20   24 -4
34   41 -7
34   41 -7
35   41 -6
35   41 -6
35   41 -6
34   41 -7
34   41 -7
34   41 -7
37   45 -8
38   45 -7
38   46 -8
13   16 -3
188   221 -33
39   46 -7
40   46 -6
42   46 -4
43   47 -4
45   47 -2
45   47 -2
54   54 0
57   59 -2
64   64 0
68   65 3
69   65 4
80   78 2
140   135 5
73   74 -1
80   78 2
83   81 2
83   81 2
85   82 3
85   82 3
85   82 3
24,965   24,130 835
25,000   25,000 0
24,759   24,493 266
156   172 -16
208   231 -23
208   227 -19
208   226 -18
156   164 -8
1,920   2,008 -88
2,007   2,155 -148
2,095   2,198 -103
1,396   1,397 -1
50,000   50,000 0
50,000   50,000 0
114,687   113,801 886
96,553   93,985 2,568
13,607     13,607
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       0
b       0
c       23
d       -35
e       -34
      -78
      -296
      -323
      -368
      -315
      0
      -83
      -53
      -17
      0
      0
      7
      -1
      -264
      -8,347
      -5,624
      17
      2,262
      13,449
      6,736
      6,587
      3,471
      9,476
      3,852
      5,731
      11,901
      4,800
      734
      2,669
      19,825
      27,777
      -49
      -44
      -97
      85
      2,514
      2,005
      0
      2
      3
      0
      1
      0
      2
      2
      4
      2
      2
      1
      4
      7
      9
      5
      2
      2
      3
      2
      5
      4
      3
      2
      18
      200
      -1,480
      -8
      -7
      -475
      -10
      -10
      -8
      -9
      -9
      -9
      -8
      -8
      -8
      -8
      -7
      -8
      -9
      -8
      -8
      -8
      -11
      -8
      -1
      -6
      -6
      -9
      -16
      -2
      -2
      -1
      -2
      -1
      -1
      -1
      -1
      109
      292
      -1
      443
      -4,189
      -4
      -7
      -7
      -6
      -6
      -6
      -7
      -7
      -7
      -8
      -7
      -8
      -3
      -33
      -7
      -6
      -4
      -4
      -2
      -2
      0
      -2
      0
      3
      4
      2
      5
      -1
      2
      2
      2
      3
      3
      3
      835
      0
      266
      -16
      -23
      -19
      -18
      -8
      -88
      -148
      -103
      -1
      0
      0
      886
      2,568
      13,607
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 2 120,282
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 2,269
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 2,269
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 2,269
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,760
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,760
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 491
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow491 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
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 arrow
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 arrowJANET B BELL Telephone no.right arrow (908) 303-4889

Located atright arrow19 MELROSE DRCHESTERNJ ZIP+4right arrow07930
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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
GREGORY BREUNINGER TRUSTEE
1.00
0 0 0
659 FRANCIS AVE SE
ATLANTA,GA30312
JANET B BELL TRUSTEE
2.00
0 0 0
19 MELROSE DR
CHESTER,NJ07930
JOHN O MCMANUS TRUSTEE
2.00
0 0 0
571 CENTRAL AVE SUITE 120
NEW PROVIDENCE,NJ07974
ROSEMARY ESTEVES MCMANUS TRUSTEE
1.00
0 0 0
571 CENTRAL AVE SUITE 120
NEW PROVIDENCE,NJ07974
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
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
6,056,458
b
Average of monthly cash balances.......................
1b
264,259
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,320,717
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
6,320,717
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
94,811
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,225,906
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
311,295
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
311,295
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,269
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,269
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
309,026
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
309,026
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
309,026
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
444,106
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
444,106
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 7 309,026
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 136,268
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 444,106
a Applied to 2023, but not more than line 2a 136,268
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..... 307,838
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 .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
1,188
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....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow 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

SETON HALL UNIVERSITY COLLEGE OF NURSING

457 CENTRE ST
SOUTH ORANGE,NJ07079
NONE PUBLIC CHARITY NURSING SCHOLARSHIPS 14,000

COMMUNITY FOOD BANK OF NJ

31 EVANS TERMINAL
HILLSIDE,NJ07205
NONE PUBLIC CHARITY GENERAL PURPOSE 30,000

CONSECRATED WOMEN INC

9509 PURCELL DRIVE
POTOMAC,MD20854
NONE PUBLIC CHARITY GENERAL PURPOSE 12,000

COUNTY COLLEGE OF MORRIS

214 CENTER GROVE ROAD
RANDOLPH,NJ078692086
NONE PUBLIC CHARITY NURSING SCHOLARSHIPS 10,000

FOUNDATION FOR MORRISTOWN MEDICAL CENTER

475 SOUTH STREET
MORRISTOWN,NJ07960
NONE PUBLIC CHARITY SCHOLARSHIPS FOR NURSING STUDENTS 50,000

LEGIONARIES OF CHRIST NOTRE DAME

122 E ANGELA BLVD
SOUTH BEND,IN46617
NONE PUBLIC CHARITY SCHOLARSHIP AND LIVING EXPENSES 25,000

LEGIONS OF CHRIST COLLEGE

475 OAK AVENUE
CHESHIRE,CT06410
NONE PUBLIC CHARITY SCHOLARSHIPS 45,000

SAGE ELDERCARE INC

290 BROAD ST
SUMMIT,NJ07901
NONE PUBLIC CHARITY GENERAL PURPOSE 15,000

SISTERS OF CHRISTIAN CHARITY

350 BERNARDSVILLE RD
MENDHAM,NJ07945
NONE PUBLIC CHARITY CARE OF INFIRM & ELDERLY SISTERS 25,000

SOMERSET COUNTY YMCA

140 MT AIRY RD
BASKING RIDGE,NJ07920
NONE PUBLIC CHARITY PROGRAMS THAT ASSIST THE ELDERLY 15,000

ST ELIZABETH UNIVERSITY

2 CONVENT ROAD
MORRISTOWN,NJ07960
NONE PUBLIC CHARITY NURSING SCHOLARSHIPS 30,000

UNIVERSITY OF NOTRE DAME

1100 GRACE HALL
NOTRE DAME,IN46556
NONE PUBLIC CHARITY TROXEL FAMILY FOUNDATION ENDOWMENT FOR EXCELLENCE 20,000

HOPE THROUGH EDUCATION

240 MAIN STREET BLDG D SUITE 201
GLADSTONE,NJ07934
NONE PUBLIC CHARITY GENERAL PURPOSES 10,000

CALDWELL UNIVERSITY

120 BLOOMFIELD AVE
CALDWELL,NJ07006
NONE PUBLIC CHARITY NURSING SCHOLARSHIPS 12,000

CATHOLIC FAMILY & COMMUNITY SERVICES

775 VALLEY ROAD
CLIFTON,NJ08013
NONE PUBLIC CHARITY ELDERLY HOUSING INSECURITY 25,000

MATER ECCLESIAE FUND FOR VOCATIONS

9243 OLD GREEN MOUNTAIN ROAD
ESMONT,VA22937
NONE PUBLIC CHARITY GENERAL PURPOSE 40,000

THE LABOURE SOCIETY

1365 CORPORATE CENTER CURVE SUITE
104
EAGAN,MN55121
NONE PUBLIC CHARITY GENERAL PURPOSE 20,000
Total .................................right arrow 3a 398,000
bApproved for future payment
Total ................................. right arrow 3b 0
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 ...........
    14    
4 Dividends and interest from securities ....     14 121,620  
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 .....     14    
8 Gain or (loss) from sales of assets other than
inventory ............
    18 120,282  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 241,902 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
241,902
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
TROXEL FAMILY FOUNDATION INC
 
Employer identification number

47-4209182
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
TROXEL FAMILY FOUNDATION INC
 
Employer identification number
47-4209182
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
ARTICLE 5 3 OLIVER L TROXEL JR REV LIVING TRUST FBO MARGUERITE B TROXEL
 
571 CENTRAL AVE SUITE 120
 
NEW PROVIDENCE, NJ07974

$ 1,000,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
ARTICLE 5 2 OLIVER L TROXEL JR REV LIVING TRUST FBO MARGUERITE B TROXEL
 
571 CENTRAL AVE SUITE 120
 
NEW PROVIDENCE, NJ07974

$ 7,680


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
ESTATE OF MARGUERITE B TROXEL
 
571 CENTRAL AVE SUITE 120
 
NEW PROVIDENCE, NJ07974

$ 128,531


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
TROXEL FAMILY FOUNDATION INC
 
Employer identification number

47-4209182
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
TROXEL FAMILY FOUNDATION INC
 
Employer identification number

47-4209182
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
TROXEL FAMILY FOUNDATION INC
EIN:
47-4209182
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
JANET B BELL CPA 8,775 750 0 250

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 AmortizationSchedule
Name:
TROXEL FAMILY FOUNDATION INC
EIN:
47-4209182
Description of Amortized Expenses Date Acquired, Completed, or Expended Amount Amortized Deduction for Prior Years Amortization Method Current Year Amortization Net Investment Income Adjusted Net Income Total Amount of Amortization
FORMATION 2015-04-25 10,000 5,835 180.000000000000 667 667 0 6,502

TY 2024 InvestmentsCorpStockSchedule
Name:
TROXEL FAMILY FOUNDATION INC
EIN:
47-4209182
Name of Stock End of Year Book Value End of Year Fair Market Value
ALCOA CORP 43,912 83,872
ALPHABET INC 13,203 65,309
ANSYS INC. 46,931 74,887
APPLE 5,633 55,092
BERKSHIRE HATHAWAY INC. 77,480 257,916
BP PLC ADR 51,556 67,190
CADRE HOLDING INC 41,577 60,240
CAMECO CORP 54,739 174,726
FLUOR CORP 54,640 110,723
FRANCO-NEVADA CORP 32,442 29,280
FREEPORT-MCMORAN 56,096 129,015
MARSH & MCLENNAN COS INC 24,224 33,136
MASTERCARD INC 10,144 59,502
META PLATFORMS INC CL A 12,094 64,406
MICROSOFT 7,138 56,903
NETFLIX INC. 15,456 106,958
RTX CORP (RAYTHEON TECHNOLOGIES CORP) 38,437 45,247
REPUBLIC SERVICES 33,000 89,927
ROLLINS INC 42,464 53,302
SUNCOR ENERGY INC 59,285 83,527
THERMO ELECTRON CORP (THERMO FISHER) 65,059 251,271
TRANSOCEAN LTD 79,442 79,121
VALERO ENERGY 49,385 114,131
VERISK ANALYICS INC COM 24,045 38,285
WASTE MANAGEMENT 40,287 81,725
WEYERHAEUSER CO - MS 3635 21,319 20,887
DOW INC 22,423 17,296
UNITED RENTALS INC. 58,328 81,715
ABBOTT LABORATORIES 10,138 9,841
ACCENTURE PLC 10,454 10,202
AMGEN INC. 11,328 9,383
ANALOG DEVICES INC 11,095 10,411
APPLE INC 10,288 11,269
AUTOMATIC DATA PROCESSING INC 9,812 9,953
BEST BUY CO 10,361 9,352
BRISTOL MYERS SQUIBB CO 943 1,018
CATERPILLAR INC. 10,095 9,432
CHEVRON CORP 9,787 9,415
CUMMINS INC. 9,966 10,458
EMERSON ELECTRIC CO. 9,977 11,278
EOG RESOURCES INC. 10,355 10,052
EXXON MOBIL CORP 10,322 9,251
GENERAL DYNAMICS 10,485 9,222
HONEYWELL INTL INC. 9,971 10,617
ILLINOIS TOOL WORKS INC. 9,828 9,635
JOHNSON & JOHNSONS 10,615 9,545
LOCKHEED MARTIN CORP 11,078 9,233
LYONDELLBASELL NV 847 668
MARATHON PETROLEUM CORP 10,681 9,626
MARSH & MCLENNAN COS INC 10,034 9,558
MCDONALDS CORP 10,305 9,856
MEDTRONICS PLC 10,416 9,266
MERCK & CO 1,057 995
MICROSOFT CORP 10,011 10,116
NUCOR CORP 10,248 8,053
PFIZER INC. 1,134 1,061
PROCTER & GAMBLE 10,140 10,059
QUALCOMM INC. 10,580 9,678
ROCKWELL AUTOMATION INC. 9,973 10,574
RTX CORP 10,489 9,836
SNAP-ON INC. 9,303 10,184
TARGET CORP 10,133 8,922
TEXAS INSTRUMENTS 10,129 9,376
TJX COS INC. 10,058 10,631
TRACTOR SUPPLY CO. 10,673 9,816
UNITEDHEALTH GROUP INC. 9,803 8,600
W W GRAINGER INC. 9,813 9,486
WALMART INC. 9,800 10,932
WALT DISNEY CO HOLDING CO 9,785 11,469
BARRICK GOLD CORP 25,375 24,351
HESS CORPORATION 57,377 57,859
MODINE MFG CO 24,798 24,229
POWELL INDUSTRIES INC. 62,768 72,480
SCHNEIDER ELEC SA 45,829 48,743
SEADRILL 2021 LTD. 22,240 23,124
ABBOTT LABORATORIES #160107 3,829 3,733
ADDUS HOMECARE CORP 1,943 1,880
ABBVIE INC. 3,649 3,376
ALIGN TECHNOLOGY 444 417
AMGEN INC. #160107 5,765 4,692
APPLE INC. #160107 911 1,002
ASTRAZENECA PLC 6,122 5,307
BECTON DICKINSON & CO 4,043 3,857
BOSTON SCIENTIFIC CORP 7,931 8,217
BRISTOL MYERS SQUIBB CO #160107 1,849 1,980
CARDINAL HEALTH INC. 7,763 8,161
CATALYST PHARMACEUTICALS INC. 1,881 1,878
CENCORA INC. 5,733 5,617
CENTENE CORP 1,224 969
CRISPR THERAPEUTICS AG 193 157
DANAHER CORPORATION 5,992 5,280
DEXCOM INC. 496 544
EDWARD LIFESCIENCES CORP 3,025 3,257
ELEVANCE HEALTH INC. 5,798 4,796
ELI LILLY & CO 12,466 10,808
ENCOMPASS HEALTH CORP 1,829 1,755
GE HEALTHCARE TECHNOLOGIES INC. 1,958 1,720
GILEAD SCIENCE 175 185
HCA HEALTHCARE INC. 7,217 5,703
HENRY SCHEIN INC. 497 484
HIMS & HERS HEALTH INC. 1,941 2,273
HUMANA INC 265 254
ICON PLC 6,662 5,452
ILLUMINA INC. 441 401
INTEGER HOLDINGS CORP 2,962 3,048
INTUITIVE SURGICAL INC. 9,006 9,395
OQVIA HOLDINGS INC. 3,121 2,751
JOHNSON & JOHNSON #160107 1,931 1,735
MANNKIND CORP 991 874
MCKESSON CORP 5,561 6,269
MEDTRONICS PLCS #160107 4,856 4,314
MERCK & CO #160107 542 497
MODERNA INC. 525 374
NOVO NORDISK A/S ADR 9,826 7,312
OWEN & MINOR INC 537 523
PFIZER INC. #160107 201 186
PROGYNY INC. 207 224
QUEST DIAGNOSTICS INC. 451 453
RECURSION PHARMACEUTICALS INC. 192 203
REGENERON PHARMACEUTICALS INC. 2,945 2,137
ROCHE HOLDINGS ADR 2,915 2,581
SANOFI ADR 2,020 1,785
STRYKER CORP 5,748 5,761
TG THERAPEUTICS INC. 997 1,264
THE CIGNA GROUP 6,234 5,247
THERMO FISHER SCIENTIFIC 4,065 3,642
UNITEDHEALTH GP INC #160107 570 506
UNIVERSAL HEALTH SERVICES B 5,987 5,024
VERTEX PHARMACEUTICALS 4,738 4,027
WELLTOWER INC. 1,946 1,890
ZOETIS INC. 2,040 1,792
ADOBE INC. 4,490 4,002
ADVANCED MICRO DEVICES 14,060 10,871
AKAMAI TECHNOLOGIES INC. 1,118 1,052
ALPHABET INC. #160105 13,539 15,523
AMAZON COM INC. 13,183 15,357
AMERICAN TOWER CORP 2,180 1,834
APPLE INC. #160105 8,219 9,015
APPLIED MATERIALS INC. 12,539 10,734
ARISTA NETWORKS 10,829 11,937
ARM HOLDINGS PLC 2,181 1,850
BOOKING HOLDINGS INC. 8,653 9,937
BROADCOM INC. 12,886 16,924
CADENCE DESIGN SYSTEM 7,469 8,413
COINBASE GLOBAL INC. 4,106 3,228
CORNING INC. 10,092 10,359
CROWDSTRIKE HOLDINGS INC. 10,019 11,291
DELL TECHNOLOGIES INC. 1,892 1,729
DOCUSIGN INC. 976 1,259
EBAY INC. 1,082 1,053
ELECTRONIC ARTS INC. 9,598 9,656
EXPEDIA GROUP INC. 4,080 4,099
FISERV INC. 10,549 11,093
GLOBAL PAYMENT INC. 3,822 4,258
LAM RESEARCH CORP. 12,206 11,485
MARVELL TECHNOLOGY INC. 949 1,325
MERCADOLIBRE INC. 10,275 8,502
META PLATFORMS INC. #160105 14,493 14,638
MICRON TECH INC. 8,814 7,069
MICROSOFT CORP #160105 14,178 14,331
MONOLITHIC POWER SYSTEMS 2,594 1,775
NETFLIX INC. #160105 10,402 12,478
NVIDIA CORPORATION 24,117 23,635
NXP SEMICONDUCTORS 9,876 8,730
ON SEMICONDUCTOR CORP 1,046 946
PALANTIR TECHNOLOGIES INC. 8,049 14,294
PALO ALTO NETWORKS 13,171 13,101
PINTEREST INC. 4,601 4,147
QUALCOMM INC. #160105 9,434 8,603
ROBINHOOD MKTS INC. 385 373
SALESFORCE INC. 11,660 13,373
SERVICENOW INC. 10,468 11,661
SHOPIFY INC. 2,035 2,658
SKYWORKS SOLUTIONS INC. 1,130 1,064
STARBUCKS CORP WASHINGTON 971 913
TAKE TWO INTERACTIVE SOFTWARE 3,772 4,418
TRADE DESK INC. 4,004 3,996
VERTIV HOLDINGS LLC 2,082 2,159
VISTRA CORP 2,133 2,344
WESTERN DIGITAL CORPORATION 8,534 7,692
ZSCALER INC. 7,991 7,758

TY 2024 InvestmentsGovtObligationsSch
Name:
TROXEL FAMILY FOUNDATION INC
EIN:
47-4209182
US Government Securities - End of Year Book Value:

245,885
US Government Securities - End of Year Fair Market Value:

248,588
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
TROXEL FAMILY FOUNDATION INC
EIN:
47-4209182
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
HARDING LOEVNER INTERNATIONAL EQUITY AT COST 208,704 266,404
ISHARES CORE MSCI EAFE ETF AT COST 125,394 149,204
ISHARES CORE S&P 500 ETF AT COST 136,773 253,721
ISHARES MSCI EMERGING MARKETS AT COST 52,013 59,479
ISHARES RUSSELL 2000 ETF AT COST 118,147 172,570
VANGUARD GROWTH ETF AT COST 56,958 114,923
VANGUARD MID-CAP ETF AT COST 206,960 410,194
VANGUARD S&P 500 ETF AT COST 289,518 612,627
VANGUARD SHORT-TERM BOND INDEX FUND AT COST 92,934 95,285
SPDR GOLD TR GOLD SH MS 0635 AT COST 62,529 81,598
VANGUARD INTERMEDIATE TERM BOND INDEX AT COST 332,716 344,623
HARTFORD EMERGING MARKETS EQUITY FUND AT COST 63,041 81,670
PROSHARES SHORT S&P 500 AT COST 46,821 47,169
HEALTH CARE SEL SECT SPDR AT COST 6,037 5,503
ISHARES BIOTECHNOLOGY ETF AT COST 872 793
ISHARES US MEDICAL DEV ETF AT COST 4,846 4,785
SPDR S&P BIOTECH AT COST 493 450
FT NASDAQ CYBERSECUR ETF AT COST 11,094 11,484
BARON SMALL CAP AT COST 10,149 8,920
FULLERTHALER BHV SMCP EQ INST AT COST 11,091 10,216

TY 2024 LegalFeesSchedule
Name:
TROXEL FAMILY FOUNDATION INC
EIN:
47-4209182
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MCMANUS & ASSOCIATES 84,959 23,051 0 45,856


TY 2024 OtherAssetsSchedule
Name:
TROXEL FAMILY FOUNDATION INC
EIN:
47-4209182
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
RECEIVABLE FROM TROXEL ARTICLE 5 3 TRUST 50 50 50
FORMATION 4,165 3,498 3,498


TY 2024 OtherExpensesSchedule
Name:
TROXEL FAMILY FOUNDATION INC
EIN:
47-4209182
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AMORTIZATION 667 667   0


TY 2024 OtherProfessionalFeesSchedule
Name:
TROXEL FAMILY FOUNDATION INC
EIN:
47-4209182
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TIAA/CREF MANAGER FEE 22,698 22,698 0 0
MS #031538-005 2,221 2,221 0 0
MS #030635-005 23,777 23,777 0 0
MS #026008-005 0 0 0 0
MS #160105 940 940 0 0
MS #160107 460 460 0 0
MS #159765 933 933 0 0


TY 2024 TaxesSchedule
Name:
TROXEL FAMILY FOUNDATION INC
EIN:
47-4209182
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX - TIAA-CREF 2,204 2,204 0 0
FOREIGN TAX - MS #030635-005 949 949 0 0
NJ CAR 100 31 0 0 0
TAX ON INVESTMENT INCOME 3,343 0 0 0