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
IGER BAY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)200 BELLEVUE PARKWAY SUITE 250
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, DE198093747
A Employer identification number

80-0875813
B Telephone number (see instructions)

(302) 688-4350
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$17,336,262J 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... 452,929 452,929  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,107,775
b Gross sales price for all assets on line 6a 5,193,877
7 Capital gain net income (from Part IV, line 2)... 3,107,775
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)....... Click to see attachment
List of Attached Documents:
// Content
255,856    
12 Total. Add lines 1 through 11........ 3,816,560 3,560,704  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 45,162 22,581   22,581
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
27,172 27,172   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,482 3,482   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 75,816 53,235 0 22,581
25 Contributions, gifts, grants paid....... 1,305,334 2,555,334
26 Total expenses and disbursements. Add lines 24 and 25 1,381,150 53,235 0 2,577,915
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,435,410
b Net investment income (if negative, enter -0-) 3,507,469
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............. 7,914 11,582 11,582
2 Savings and temporary cash investments......... 271,137 1,692,316 1,692,316
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)....... 6,683,004 Click to see attachment
List of Attached Documents:
// Content
6,327,443 		7,989,412
c Investments—corporate bonds (attach schedule)....... 7,044,730 Click to see attachment
List of Attached Documents:
// Content
7,478,139 		7,351,455
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).......... 548,315 Click to see attachment
List of Attached Documents:
// Content
298,204 		291,497
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) 14,555,100 15,807,684 17,336,262
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) Click to see attachment
List of Attached Documents:
// Content
2,500,000 		Click to see attachment
List of Attached Documents:
// Content
1,250,000
23 Total liabilities (add lines 17 through 22)......... 2,500,000 1,250,000
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........ 12,055,100 14,557,684
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)..... 12,055,100 14,557,684
30 Total liabilities and net assets/fund balances (see instructions). 14,555,100 15,807,684
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
12,055,100
2
Enter amount from Part I, line 27a .....................
2
2,435,410
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
67,174
4
Add lines 1, 2, and 3 ..........................
4
14,557,684
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
14,557,684
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 5175. APPLE INC.     2024-01-26
b 349.878 ISHARES RUSSELL 2000   2023-12-14 2024-01-26
c 10350.077 ISHARES RUSSELL 2000     2024-01-26
d 959.693 GS TACTICAL TILT   2023-07-14 2024-01-26
e 23359.373 GS TACTICAL TILT     2024-01-26
7515.342 STATE STREET HEDGED     2024-01-26
78000. BOSTON SCIENTIFIC CORP MAR 1 2024 3.45   2023-03-17 2024-03-01
349000. U.S. TREASURY NOTE APR 30 2024 2.5   2022-05-26 2024-04-30
44000. U.S. TREASURY NOTE JUL 15 2024 0.375   2022-05-26 2024-07-15
31000. JPMORGAN CHASE & CO. AUG 9 2025 0.768   2023-03-17 2024-08-09
10353. APPLE INC.     2024-08-15
12000. INTEL CORPORATION FEB 10 2033 5.2   2023-07-19 2024-08-27
31000. SHELL INTERNATIONAL FIN MAY 11 2035 4.125   2023-01-04 2024-10-08
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 995,653   69,466 926,187
b 7,848   7,928 -80
c 232,152   244,771 -12,619
d 9,866   10,000 -134
e 240,134   240,111 23
838,186   836,644 1,542
78,000   77,015 985
349,000   349,000  
44,000   42,070 1,930
31,000   29,018 1,982
2,308,834   138,799 2,170,035
12,015   12,167 -152
29,477   29,113 364
      17,712
      17,712
      17,712
      17,712
      17,712
      17,712
      17,712
      17,712
      17,712
      17,712
      17,712
      17,712
      17,712
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       926,187
b       -80
c       -12,619
d       -134
e       23
      1,542
      985
       
      1,930
      1,982
      2,170,035
      -152
      364
       
       
       
       
       
       
       
       
       
       
       
       
       
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 3,107,775
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 48,754
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 48,754
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 48,754
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 70,000
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 70,000
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 21,246
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow21,246 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
 
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 arrowDE
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 arrow  
14
The books are in care ofright arrowThe Goldman Sachs Trust Company of Delaware Telephone no.right arrow (302) 688-4350

Located atright arrow200 BELLEVUE PARKWAY SUITE 250WILMINGTONDE ZIP+4right arrow198093747
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
GOLDMAN SACHS TRUST COMPANY OF DE TRUSTEE (ADMIN)
3 		45,162    
200 BELLEVUE PARKWAY SUITE 250
WILMINGTON,DE198093747
ROBERT A IGER TRUSTEE(INDIVIDUAL)
1 		0    
200 BELLEVUE PARKWAY SUITE 250
WILMINGTON,DE198093747
KRISTINE BAY TRUSTEE(INDIVIDUAL)
1 		0    
200 BELLEVUE PARKWAY SUITE 250
WILMINGTON,DE198093747
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 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
1,648,885
b
Average of monthly cash balances.......................
1b
16,410,472
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
18,059,357
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
18,059,357
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
270,890
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
17,788,467
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
889,423
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
889,423
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
48,754
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
48,754
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
840,669
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
840,669
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
840,669
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
2,577,915
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
2,577,915
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 7 840,669
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 2,475,003
b From 2020...... 3,945,352
c From 2021...... 7,255,397
d From 2022...... 6,250,637
e From 2023...... 2,264,124
f Total of lines 3a through e ........ 22,190,513
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,577,915
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 840,669
e Remaining amount distributed out of corpus 1,737,246
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 23,927,759
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		2,475,003
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		21,452,756
10 Analysis of line 9:
a Excess from 2020.... 3,945,352
b Excess from 2021.... 7,255,397
c Excess from 2022.... 6,250,637
d Excess from 2023.... 2,264,124
e Excess from 2024.... 1,737,246
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

LOS ANGELES PRESS CLUB

2535 W TEMPLE ST
LOS ANGELES,CA90026 		NONE PC GENERAL 5,500

TRUSTEES OF PHILLIPS ACADEMY

180 MAIN ST
ANDOVER,MA01810 		NONE PC GENERAL 10,000

MARCH OF DIMES INC

1550 CRYSTAL DR STE 1300
ARLINGTON,VA222024144 		NONE PC GENERAL 10,000

SESAME WORKSHOP

1900 BROADWAY
NEW YORK,NY100237004 		NONE PC GENERAL 5,000

PEN AMERICAN CENTER

588 BROADWAY SUITE 303
NEW YORK,NY10012 		NONE PC GENERAL 35,000

NEW YORK PRESBYTERIAN HOSPITAL

466 LEXINGTON AVE
NEW YORK,NY100173140 		NONE PC GENERAL 50,000

BANK STREET COLLEGE OF EDUCATION

610 W 112TH STREET
NEW YORK,NY10025 		NONE PC GENERAL 10,000

CATHOLIC CHARITIES ARCHDIOCESE
OF NEW YORK
1011 FIRST AVENUE 11TH FLOOR
NEW YORK,NY10022 		NONE PC GENERAL 5,000

EVERYTOWN FOR GUN SAFETY SUPPORT FUND

PO BOX 3886
NEW YORK,NY101630000 		NONE PC GENERAL 25,000

COMMON SENSE

699 8TH ST SUITE C150
SAN FRANCISCO,CA94103 		NONE PC GENERAL 10,000

SANDY HOOK PROMISE FOUNDATION

PO BOX 3489
NEWTOWN,CT06470 		NONE PC GENERAL 33,334

BABY2BABY

5830 W JEFFERSON BLVD
LOS ANGELES,CA90016 		NONE PC GENERAL 25,000

THE BARACK OBAMA FOUNDATION

5235 S HARPER CT STE 1140
CHICAGO,IL60615 		NONE PC GENERAL 500,000

ALLIANCE COLLEGE-READY PUBLIC SCHOOLS

5101 SANTA MONICA BLVD STE 8
LOS ANGELES,CA90029 		NONE PC GENERAL 1,583

INTERNATIONAL WOMENS MEDIA FOUNDATION

1625 K STREET NW SUITE 1275
WASHINGTON,DC20006 		NONE PC GENERAL 25,000

HOWARD UNIVERSITY

2244 10TH STREET
WASHINGTON,DC20059 		NONE PC GENERAL 500,000

CATHOLIC CHARITIES ARCHDIOCESE OF
NEW ORLEANS
1000 HOWARD AVENUE STE 200
NEW ORLEANS,LA70113 		NONE PC GENERAL 1,000

TEXAS EXES - EX STUDENTS ASSOCIATION
OF THE UNIVERSITY OF TEXAS
PO BOX 7278
AUSTIN,TX78713 		NONE PC GENERAL 500,000

CHILD MIND INSTITUTE INC

215 EAST 5OTH STREET
NEW YORK,NY10022 		NONE PC GENERAL 25,000

CHILDREN'S HOSPITAL LOS ANGELES
FOUNDATION
4650 W SUNSET BLVD
LOS ANGELES,CA900276062 		NONE PC GENERAL 10,000

CALIFORNIA COMMUNITY FOUNDATION

221 SOUTH FIGUEROA STREET
LOS ANGELES,CA90012 		NONE PC GENERAL 10,000

COMMUNITY PARTNESER (ANGEL CITY IMPACT
FUND)
PO BOX 5584
El Monte,CA91734 		NONE PC GENERAL 10,000

PACIFIC COUNCIL ON INTERNATIONAL POLICY

725 S FIGUEROA ST STE 450
LOS ANGELES,CA900175412 		NONE PC GENERAL 10,000

SKIRBALL CULTURAL CENTER

2701 N SEPULVEDA BLVD
LOS ANGELES,CA90049 		NONE PC GENERAL 10,000

THE 19TH NEWS

3571 FAR WEST BLVD 3497
AUSTIN,TX78731 		NONE PC GENERAL 15,000

LOS ANGELES COUNTY MUSEUM OF ART

5005 WILSHIRE BLVD
LOS ANGELES,CA50036 		NONE PC GENERAL 200,000

ELIZABETH GLASER PEDIATRIC
AIDS FOUNDATION
1140 CONNECTICUT AVENUE NW SUITE 2
WASHINGTON,DC20036 		NONE PC GENERAL 100,000

ALLIANCE COLLEGE-READY PUBLIC SCHOOLS

601 SOUTH FIGUEROA STREET 4TH FL
LOS ANGELES,CA90017 		NONE PC GENERAL 48,417

ITHACA COLLEGE

953 DANBY ROAD
ITHACA,NY14850 		NONE PC GENERAL 10,000

THE MUSEUM OF MODERN ART

11 W 53RD ST
NEW YORK,NY10019 		NONE PC GENERAL 500

LOS ANGELES REGIONAL FOOD BANK

1734 E 41ST ST
LOS ANGELES,CA90058 		NONE PC GENERAL 30,000

TARGET MARGIN THEATER

232 52ND ST
BROOKLYN,NY11220 		NONE PC GENERAL 25,000

USA EAST PROVINCE OF THE SOCIETY OF
JESUS INC (JESUITS USA EAST)
39 E 83RD ST
NEW YORK,NY10028 		NONE PC GENERAL 25,000

CENTER FOR EARLY EDUCATION

563 N ALFRED ST
WEST HOLLYWOOD,CA90048 		NONE PC GENERAL 5,000

CAMPBELL HALL

4533 LAUREL CANYON BLVD
NORTH HOLLYWOOD,CA90048 		NONE PC GENERAL 10,000

THE UNIVERSITY OF TEXAS AT AUSTIN

1 UNIVERSITY STATION
AUSTIN,TX78712 		NONE PC GENERAL 250,000

TRUSTEES OF THE UNIVERSITY OF
PENNSYLVANIA
3451 WALNUT STREET
PHILADELPHIA,PA19104 		NONE PC GENERAL 10,000
Total .................................right arrow 3a 2,555,334
bApproved for future payment

THE UNIVERSITY OF TEXAS AT AUSTIN
1 UNIVERSITY STATION
AUSTIN,TX78712 		NONE PC GENERAL 250,000
Total ................................. right arrow 3b 250,000
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 ....     14 452,929  
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 3,107,775  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aTAX REFUND 		    14 255,856  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   3,816,560  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,816,560
(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 InvestmentsCorpBondsSchedule
Name:
IGER BAY FOUNDATION
EIN:
80-0875813
Name of Bond End of Year Book Value End of Year Fair Market Value
46647PCB0 JPMORGAN CHASE & CO. 40,278 40,442
91282CBR1 U.S. TREASURY NOTE 0    
91282CCL3 U.S. TREASURY NOTE 0    
912828ZN3 U.S. TREASURY NOTE 0 87,248 84,458
912828ZV5 U.S. TREASURY NOTE 0 292,802 282,608
912828ZE3 U.S. TREASURY NOTE 0 227,766 221,012
91282CAE1 U.S. TREASURY NOTE 0 84,217 78,992
91282CBW0 U.S. TREASURY NOTE 0 554,420 546,089
91282CBS9 U.S. TREASURY NOTE 1 119,030 113,905
91282CBZ3 U.S. TREASURY NOTE 1 129,252 123,476
91282CCE9 U.S. TREASURY NOTE 1 129,172 123,858
91282CCS8 U.S. TREASURY NOTE 1 154,238 141,989
91282CEC1 U.S. TREASURY NOTE 1 62,707 81,756
91282CEB3 U.S. TREASURY NOTE 1 404,967 399,393
00912XAX2 AIR LEASE CORP 2.75%    
015271AY5 ALEXANDRIA REAL ESTA 50,905 47,431
032095AJ0 AMPHENOL CORP 2.8% 0 43,954 43,038
00206RMM1 AT&T INC. 2.55% 12/0 30,975 29,094
05329WAQ5 AUTONATION INC 4.75% 50,178 49,435
05526DBP9 B.A.T. CAPITAL CORPO 34,031 34,250
06051GJQ3 BANK OF AMERICA CORP 39,428 39,714
06051GJK6 BANK OF AMERICA CORP 43,555 43,818
06368BQ68 BANK OF MONTREAL HYB    
06368EDC3 BANK OF MONTREAL HYB 44,285 44,371
06406RAE7 BANK OF NEW YORK MEL    
05526DBJ3 BAT CAPITAL CORP 3.2 24,704 24,625
09062XAH6 BIOGEN INC. 2.25% 05    
097023DG7 BOEING COMPANY (THE) 25,564 25,447
10373QAZ3 BP CAP MARKETS AMERI 15,102 14,779
11135FBD2 BROADCOM INC. 5.0% 0 31,322 31,332
120568BC3 BUNGE LIMITED FINANC 45,165 43,427
120568AZ3 BUNGE LTD FINANCE CO 33,150 32,463
14040HBU8 CAPITAL ONE FINANCIA    
14040HCG8 CAPITAL ONE FINANCIA 36,560 33,519
14149YAY4 CARDINAL HEALTH, INC    
172967NA5 CITIGROUP INC. HYBRI 54,215 54,321
172967LP4 CITIGROUP INC. HYBRI 37,937 37,416
189054AW9 CLOROX COMPANY (THE) 36,479 35,144
20030NBM2 COMCAST CORPORATION 52,326 49,349
209111FX6 CON EDISON CO OF NY 52,611 50,623
209111FS7 CONSOLIDATED EDISON 36,748 35,196
22822VAV3 CROWN CASTLE INTL CO 65,880 66,474
24703TAE6 DELL INT LLC / EMC C 27,540 27,409
23338VAM8 DTE ELECTRIC COMPANY 18,352 16,794
278642AS2 EBAY INC. 2.75% 01/3    
29250NBH7 ENBRIDGE INC 1.6% 10 68,863 69,365
29273RAS8 ENERGY TRANSFER PART    
29379VBV4 ENTERPRISE PRODUCTS 49,881 50,953
298785JL1 EUROPEAN INVESTMENT 56,794 50,627
337738AU2 FISERV, INC. 3.5% 07 33,500 32,493
35137LAL9 FOX CORP 3.5% 04/08/ 63,049 62,809
361448BF9 GATX CORP 4.0% 06/30 33,304 31,195
37045VAN0 GENERAL MOTORS CO 4. 10,019 9,914
37045XBG0 GENERAL MOTORS FINAN 14,206 14,283
37045XDV5 GENERAL MOTORS FINL 30,116 30,255
45866FAN4 INTERCONTINENTAL EXC 55,069 51,779
46647PAM8 JPMORGAN CHASE & CO. 9,966 9,749
46647PBW5 JPMORGAN CHASE & CO. 33,648 33,776
46647PBZ8 JPMORGAN CHASE & CO.    
500769JD7 KFW 1.75% 09/14/2029 33,789 31,238
571748BG6 MARSH & MCLENNAN COM 10,374 9,953
606822AT1 MITSUBISHI UFJ FINAN    
617474AA9 MORGAN STANLEY HYBRI    
617474AA9A MORGAN STANLEY HYBR    
64110DAK0 NETAPP, INC. 2.7% 06 78,734 75,942
65339KBU3 NEXTERA ENERGY CAPIT    
68389XBU8 ORACLE CORPORATION 2 10,774 10,640
68389XBV6 ORACLE CORPORATION 2    
68389XBD6 ORACLE CORPORATION 3 15,391 14,708
718172AV1 PHILIP MORRIS INTERN    
693475AZ8 PNC FINANCIAL SERVIC 121,279 116,894
74949LAB8 RELX CAPITAL INC 3.5    
776743AJ5 ROPER TECHNOLOGIES, 77,252 74,145
828807CV7 SIMON PROPERTY GROUP 38,071 38,177
83088MAL6 SKYWORKS SOLUTIONS, 16,608 15,461
00914AAB8 SRS CCD 26745899 MTN 20,869 20,741
855244AN9 STARBUCKS CORP 3.1%    
855244AP4 STARBUCKS CORP 3.5% 28,134 27,333
86562MAY6 SUMITOMO MITSUI FINA 30,856 30,368
891160MJ9 TORONTO-DOMINION BAN 42,111 41,244
89352HBA6 TRANSCANADA PIPELINE    
89788NAA8 TRUIST FINANCIAL COR 81,869 83,053
91282CDY4 U.S. TREASURY NOTE 1 348,762 331,626
912828W71 U.S. TREASURY NOTE 2    
91282CEK3 U.S. TREASURY NOTE 2    
91324PBZ4 UNITEDHEALTH GROUP I    
918204BC1 VF CORP 2.95% 04/23/    
95000U2K8 WELLS FARGO & COMPAN 43,551 43,849
277907200 EATON VANCE INCOME F 514,258 517,365
31420B300 FEDERATED HERMES INS 522,755 514,721
91282CDJ7 U.S. TREASURY NOTE 1 173,831 165,406
458140CG3 INTEL CORPORATION 5. 98,302 95,780
125523BZ2 CIGNA CORPORATION 4. 82,209 84,087
101137AV9 BOSTON SCIENTIFIC CO    
26442CBA1 DUKE ENERGY CAROLINA 66,075 66,622
539830BC2 LOCKHEED MARTIN CORP 60,294 58,688
00287YAQ2 ABBVIE INC. 3.6% 05/ 60,587 61,035
14040HCU7 CAPITAL ONE FINANCIA 53,646 55,133
91324PEJ7 UNITEDHEALTH GROUP I 48,371 47,393
278642AW3 EBAY INC 2.7% 03/11/ 42,773 43,466
126650DG2 CVS HEALTH CORPORATI 40,835 40,609
87165BAG8 SYNCHRONY FINANCIAL 38,633 39,615
06051GHY8 BANK OF AMERICA CORP 39,053 40,176
45866FAD6 INTERCONTINENTAL EXC 35,528 35,873
6174468V4 MORGAN STANLEY HYBRI 35,812 36,669
718172CZ0 PHILIP MORRIS INTERN 32,804 33,685
254709AL2 DISCOVER FINANCIAL S 33,868 34,341
00914AAM4 AIR LEASE CORP 1.875 34,102 34,568
89114QCH9 TORONTO-DOMINION BAN 34,448 34,488
91324PER9 UNITEDHEALTH GROUP I 30,141 29,762
63111XAD3 NASDAQ, INC. 1.65% 0 30,497 30,681
46647PCM6 JPMORGAN CHASE & CO.    
822582BE1 SHELL INTERNATIONAL    
91282CAV3 U.S. TREASURY NOTE 0 30,709 29,491
91282CDP3 U.S. TREASURY NOTE 1 30,027 29,423
91282CDF5 U.S. TREASURY NOTE 1 30,099 29,629
91282CBL4 U.S. TREASURY NOTE 1 30,246 29,029
91282CCR0 U.S. TREASURY NOTE 1 29,847 29,512
95000U2F9 WELLS FARGO & COMPAN 28,725 29,342
91282CKA8 U.S. TREASURY BOND 4 200,398 199,143
62947QBC1 NXP BV/NXP FUNDING L 60,022 61,307
61744YAK4 MORGAN STANLEY HYBRI 43,443 44,104
91159HJN1 U.S. BANCORP HYBRID 40,260 39,898
10373QCA6 BP CAPITAL MARKETS A 39,915 38,694
06418JAC5 BANK OF NOVA SCOTIA 38,402 38,564
6174468G7 MORGAN STANLEY HYBRI 32,338 32,769
756109BT0 REALTY INCOME CORPOR 31,512 31,746
822905AC9 SHELL FINANCE US INC 29,472 28,624

TY 2024 InvestmentsCorpStockSchedule
Name:
IGER BAY FOUNDATION
EIN:
80-0875813
Name of Stock End of Year Book Value End of Year Fair Market Value
WALT DISNEY COMPANY (THE) CMN    
APPLE INC.    
09253F879 ISHARES MSCI EAFE IN 1,542,588 1,602,664
85749T202 STATE STREET EMERGIN 230,461 223,007
85749T889 STATE STREET HEDGED    
037833100 APPLE INC. CMN    
31635V729 FIDELITY LARGE CAP V 2,296,579 2,648,996
31635V729A FIDELITY LARGE CAP 1,815,919 3,013,294
464287655 ISHARES RUSSELL 2000 441,896 501,451

TY 2024 InvestmentsOtherSchedule2
Name:
IGER BAY FOUNDATION
EIN:
80-0875813
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
38147X838 GS TACTICAL TILT OVE AT COST 298,204 291,497

TY 2024 OtherIncomeSchedule2
Name:
IGER BAY FOUNDATION
EIN:
80-0875813
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
USD 255,856 0  


TY 2024 OtherIncreasesSchedule
Name:
IGER BAY FOUNDATION
EIN:
80-0875813
Description Amount
COST BASIS ADJUSTMENT 67,174


TY 2024 OtherLiabilitiesSchedule
Name:
IGER BAY FOUNDATION
EIN:
80-0875813
Description Beginning of Year - Book Value End of Year - Book Value
ACCRUED CONTRIBUTIONS 2,500,000  


TY 2024 OtherProfessionalFeesSchedule
Name:
IGER BAY FOUNDATION
EIN:
80-0875813
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 27,172 27,172    


TY 2024 TaxesSchedule
Name:
IGER BAY FOUNDATION
EIN:
80-0875813
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES ON QUALIFIED FOR 3,482 3,482   0