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
CONSTANS CULVER FOUNDATION XXXXX0000
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

13-6048059
B Telephone number (see instructions)

(800) 496-2583
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$5,875,221J 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... 201,083 201,083  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 242,778
b Gross sales price for all assets on line 6a 1,938,040
7 Capital gain net income (from Part IV, line 2)... 242,778
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 443,861 443,861  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 77,697 43,032   34,665
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,486 2,384   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
250     250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 86,433 45,416 0 34,915
25 Contributions, gifts, grants paid....... 270,000 270,000
26 Total expenses and disbursements. Add lines 24 and 25 356,433 45,416 0 304,915
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 87,428
b Net investment income (if negative, enter -0-) 398,445
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............. 22,015 31,363 31,363
2 Savings and temporary cash investments......... 122,606 160,012 160,012
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)....... 2,200,792 Click to see attachment
List of Attached Documents:
// Content
2,000,007 		3,215,710
c Investments—corporate bonds (attach schedule)....... 1,997,377 Click to see attachment
List of Attached Documents:
// Content
2,193,634 		2,164,114
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).......... 271,260 Click to see attachment
List of Attached Documents:
// Content
302,107 		304,022
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) 4,614,050 4,687,123 5,875,221
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,614,050 4,687,123
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)..... 4,614,050 4,687,123
30 Total liabilities and net assets/fund balances (see instructions). 4,614,050 4,687,123
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
4,614,050
2
Enter amount from Part I, line 27a .....................
2
87,428
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,980
4
Add lines 1, 2, and 3 ..........................
4
4,704,458
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
17,335
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,687,123
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 4. ABBVIE INC   2023-10-27 2024-01-18
b 6. ABBVIE INC   2019-09-16 2024-01-18
c 9. ADVANCED MICRO DEVICES INC   2020-11-06 2024-01-18
d 25. ALPHABET INC-CL C   2012-07-11 2024-01-18
e 6. ALPHABET INC-CL A   2012-07-11 2024-01-18
28. AMAZON COM INC   2022-02-04 2024-01-18
5. AMERICAN EXPRESS CO   2018-07-19 2024-01-18
4. ANALOG DEVICES INC   2020-11-06 2024-01-18
20. APPLE COMPUTER INC   2007-02-06 2024-01-18
33. BANK OF AMERICA CORPORATION   2023-12-18 2024-01-18
3. BIOGEN IDEC INC   2021-10-12 2024-01-18
18. BOSTON SCIENTIFIC CORP   2016-12-05 2024-01-18
19. BRISTOL MYERS SQUIBB CO   2019-11-20 2024-01-18
17. CONOCOPHILLIPS     2024-01-18
1. COSTCO WHSL CORP NEW   2023-09-22 2024-01-18
1. COSTCO WHSL CORP NEW   2021-10-27 2024-01-18
3. DEERE & CO     2024-01-18
7. EXXON MOBIL CORP   2023-09-12 2024-01-18
6. EXXON MOBIL CORP   2022-11-01 2024-01-18
8. FACEBOOK INC-A   2014-07-25 2024-01-18
6. FISERV INC     2024-01-18
4. ARTHUR J GALLAGHER & CO   2021-04-28 2024-01-18
5. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2024-01-18
4. HONEYWELL INTL INC   2010-02-01 2024-01-18
10. INGERSOLL RAND INC   2021-05-14 2024-01-18
2. INTUIT     2024-01-18
1. INTUITIVE SURGICAL INC NEW   2023-06-23 2024-01-18
1. INTUITIVE SURGICAL INC NEW   2022-02-15 2024-01-18
3. LAUDER ESTEE COS INC CL A     2024-01-18
1. LILLY ELI & CO   2016-12-16 2024-01-18
3. LOWES COS INC   2011-09-22 2024-01-18
3. MARTIN MARIETTA MATLS INC     2024-01-18
6. MASTERCARD INC - CLASS A   2009-07-16 2024-01-18
4. MCDONALDS CORP   2019-06-10 2024-01-18
19. MICROSOFT CORP   2009-01-29 2024-01-18
10. MONDELEZ INTERNATIONAL-W/I   2011-08-04 2024-01-18
18. MONSTER BEVERAGE CORP   2022-06-17 2024-01-18
15. MORGAN STANLEY DEAN WITTER & CO NEW   2013-04-19 2024-01-18
19. NEXTERA ENERGY INC   2016-10-18 2024-01-18
5. NORFOLK SOUTHN CORP   2017-02-02 2024-01-18
6. NVIDIA CORP     2024-01-18
2. OLD DOMINION FREIGHT LINE INC COM     2024-01-18
7. PEPSICO INC   2014-10-07 2024-01-18
4. PIONEER NAT RES CO   2020-04-27 2024-01-18
9. PROGRESSIVE CORP OHIO   2022-04-07 2024-01-18
1. REGENERON PHARMACEUTICALS INC   2021-01-28 2024-01-18
3. S&P GLOBAL INC   2022-12-02 2024-01-18
5. SOUTHERN CO     2024-01-18
3. STRYKER CORP   2023-09-13 2024-01-18
7. TJX COS INC NEW   2023-09-22 2024-01-18
6. T-MOBILE US INC   2022-09-01 2024-01-18
8. TEXAS INSTRS INC   2016-02-05 2024-01-18
1. THERMO ELECTRON CORP   2020-04-16 2024-01-18
6. UNITEDHEALTH GROUP INC   2010-12-01 2024-01-18
5. WASTE CONNECTIONS INC     2024-01-18
27. WELLS FARGO & CO NEW   2020-12-15 2024-01-18
4. EATON CORP PLC   2021-02-22 2024-01-18
5. LINDE PLC     2024-01-18
1. ASML HOLDING NV-NY REG SHS   2023-11-20 2024-01-18
8. NXP SEMICONDUCTORS NV     2024-01-18
9. ADVANCED MICRO DEVICES INC   2020-11-06 2024-01-29
5418.719 JPMORGAN CORE BOND FUND ULTRA   1984-09-28 2024-02-15
5. ADVANCED MICRO DEVICES INC   2020-11-06 2024-02-20
13. NEXTERA ENERGY INC   2016-10-18 2024-02-20
14. NEXTERA ENERGY INC   2016-10-18 2024-02-20
4. ADVANCED MICRO DEVICES INC   2020-11-06 2024-03-20
2. NVIDIA CORP   2023-02-24 2024-03-20
1. ASML HOLDING NV-NY REG SHS   2020-03-05 2024-03-20
6. NXP SEMICONDUCTORS NV   2019-02-19 2024-03-20
485. ISHARES TR 7-10 YR TREAS INDEX FD   2023-02-17 2024-03-21
548. ISHARES 3-7 YEAR TREASURY BO     2024-03-21
4754.271 VANGUARD TTL INTL BND-ADM   2017-04-18 2024-03-21
1100. VANGUARD TOTAL INTL BOND ETF     2024-03-21
4. NXP SEMICONDUCTORS NV   2019-02-19 2024-04-12
4. NXP SEMICONDUCTORS NV   2019-02-19 2024-04-12
2000. ISHARES BARCLAYS 1-3 YEAR TREASURY     2024-04-26
1252. ISHARES 3-7 YEAR TREASURY BO     2024-04-26
5544.355 JPMORGAN CORE BOND FUND ULTRA     2024-04-26
1372.427 SIX CIRCLES US UNCONSTR EQ   2021-02-17 2024-04-26
750. VANGUARD INT-TERM CORPORATE     2024-05-10
1. DEERE & CO   2021-10-21 2024-05-13
3. DEERE & CO   2021-10-21 2024-05-13
10. LAUDER ESTEE COS INC CL A   2023-09-22 2024-05-17
. EXXON MOBIL CORP     2024-05-28
14. ALPHABET INC-CL A   2012-07-11 2024-06-05
404. JPMORGAN BETABUILDERS EUROPE ETF   2024-03-21 2024-07-19
53. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-26 2024-07-19
347. JPMORGAN BETABUILDERS CANADA   2018-08-13 2024-07-19
216. SPDR TR UNIT SER 1   2016-07-18 2024-07-19
2346.149 SIX CIRCLES US UNCONSTR EQ   2021-02-17 2024-07-19
16. ALPHABET INC-CL C   2012-07-11 2024-09-12
1. INTUIT   2020-05-04 2024-09-12
3. INTUIT   2020-05-04 2024-09-12
3. BIOGEN IDEC INC   2023-10-27 2024-10-03
9. BIOGEN IDEC INC     2024-10-03
237.963 FIDELITY 500 INDEX FUND   2024-08-07 2024-10-03
16.436 FIDELITY 500 INDEX FUND   2022-01-24 2024-10-03
6. INTUIT   2020-05-04 2024-10-03
1. DEERE & CO   2021-10-21 2024-10-15
1. DEERE & CO   2021-10-21 2024-10-16
1. DEERE & CO   2021-10-21 2024-10-17
2775.444 AMERICAN BEACON AHL MGD-R5   2023-08-08 2024-10-28
2071.581 BLACKSTONE ALT MULTI-STRAT-Y   2018-11-09 2024-10-28
1850.157 NEUBERGER BERM LNG SHRT-INST     2024-10-28
1445.364 PIMCO MTGE OPPORTUNITIES IS   2020-06-04 2024-10-28
5. DEERE & CO   2021-10-21 2024-11-01
460. ISHARES TR 7-10 YR TREAS INDEX FD     2024-11-06
350. ISHARES MISCI EAFE INDEX FUND   2016-07-18 2024-11-06
150. SPDR TR UNIT SER 1     2024-11-06
5516.55 SIX CIRCLES ULTR SHRT DUR   2018-10-18 2024-11-06
2659.574 SIX CIRCLES US UNCONSTR EQ   2021-02-17 2024-11-06
1177.856 SIX CIRCLES GLOBAL BOND   2020-08-19 2024-11-06
2. ANALOG DEVICES INC   2020-11-06 2024-11-13
16. ANALOG DEVICES INC     2024-11-13
1. CONOCOPHILLIPS   2021-03-03 2024-11-21
7. CONOCOPHILLIPS   2021-03-03 2024-11-21
1. CONOCOPHILLIPS   2021-03-03 2024-11-21
1. LILLY ELI & CO   2016-12-16 2024-11-21
1. LILLY ELI & CO   2016-12-16 2024-11-21
21. MONSTER BEVERAGE CORP   2022-06-17 2024-11-21
1. MONSTER BEVERAGE CORP   2022-06-17 2024-11-21
4. T-MOBILE US INC   2022-09-01 2024-11-21
2. LINDE PLC   2019-01-07 2024-11-21
1. LINDE PLC   2019-01-07 2024-11-21
4. MONSTER BEVERAGE CORP   2022-06-17 2024-11-22
963. ISHARES TR 20+ TREAS INDEX FD     2024-12-02
300. ISHARES TR 20+ TREAS INDEX FD   2019-09-20 2024-12-02
1155. ISHARES MISCI EAFE INDEX FUND     2024-12-02
357. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-26 2024-12-02
1134. JPMORGAN BETABUILDERS EUROPE ETF     2024-12-02
513. JPMORGAN BETABUILDERS JAPAN ETF   2023-07-11 2024-12-02
1963.985 JPMORGAN CORE BOND FUND ULTRA   2024-08-05 2024-12-02
1993.192 SIX CIRCLES CREDIT OPPORT   2024-08-05 2024-12-02
4785.418 SIX CIRCLES CREDIT OPPORT   2020-11-16 2024-12-02
5. ADVANCED MICRO DEVICES INC   2024-12-02 2024-12-17
20. ADVANCED MICRO DEVICES INC   2020-11-06 2024-12-17
2. COSTCO WHSL CORP NEW   2024-12-02 2024-12-17
1. COSTCO WHSL CORP NEW   2024-12-02 2024-12-17
21. NVIDIA CORP   2024-12-02 2024-12-17
5. T-MOBILE US INC   2024-12-02 2024-12-17
4. T-MOBILE US INC   2022-09-01 2024-12-17
16. T-MOBILE US INC     2024-12-17
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(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 653   548 105
b 980   424 556
c 1,462   771 691
d 3,628   356 3,272
e 862   86 776
4,298   277 4,021
899   501 398
760   533 227
3,779   60 3,719
1,046   1,110 -64
740   855 -115
1,097   370 727
950   1,072 -122
1,820   915 905
687   560 127
687   488 199
1,144   1,076 68
677   822 -145
580   668 -88
3,004   602 2,402
827   756 71
948   559 389
927   632 295
802   149 653
781   484 297
1,222   551 671
372   327 45
372   288 84
384   443 -59
623   73 550
654   57 597
1,506   1,359 147
2,584   108 2,476
1,178   804 374
7,461   339 7,122
729   217 512
1,032   796 236
1,257   308 949
1,095   595 500
1,174   597 577
3,409   1,407 2,002
765   576 189
1,169   652 517
867   321 546
1,530   1,056 474
931   507 424
1,316   1,081 235
344   359 -15
944   888 56
664   626 38
990   862 128
1,333   399 934
547   329 218
3,087   225 2,862
746   248 498
1,253   801 452
959   521 438
2,037   800 1,237
745   693 52
1,689   741 948
1,593   771 822
55,000   57,215 -2,215
823   428 395
740   407 333
789   438 351
721   343 378
1,785   462 1,323
951   292 659
1,430   555 875
45,637   46,550 -913
63,312   65,577 -2,265
93,136   103,548 -10,412
53,865   56,426 -2,561
948   370 578
944   370 574
162,394   163,217 -823
142,170   144,846 -2,676
55,000   57,759 -2,759
22,000   19,585 2,415
59,327   60,605 -1,278
408   343 65
1,229   1,029 200
1,349   1,475 -126
16     16
2,448   200 2,248
24,008   23,967 41
3,150   2,804 346
23,302   17,057 6,245
119,049   46,727 72,322
40,823   33,480 7,343
2,471   228 2,243
642   267 375
1,927   800 1,127
553   703 -150
1,660   2,524 -864
47,252   43,000 4,252
3,264   2,516 748
3,615   1,599 2,016
403   343 60
406   343 63
405   343 62
27,949   27,588 361
22,932   22,104 828
34,135   27,806 6,329
13,399   15,477 -2,078
2,001   1,714 287
42,801   45,207 -2,406
27,611   19,997 7,614
88,261   32,169 56,092
55,000   55,139 -139
50,000   37,952 12,048
10,000   11,701 -1,701
428   267 161
3,418   2,126 1,292
114   54 60
798   376 422
112   54 58
745   73 672
745   73 672
1,128   928 200
54   44 10
946   575 371
904   314 590
453   157 296
216   177 39
90,380   86,586 3,794
28,156   42,369 -14,213
91,445   65,973 25,472
20,703   18,887 1,816
65,707   59,993 5,714
29,967   26,398 3,569
20,268   20,583 -315
17,879   17,580 299
42,925   48,476 -5,551
625   710 -85
2,500   1,713 787
1,981   1,950 31
987   975 12
2,706   2,908 -202
1,119   1,224 -105
895   575 320
3,550   2,150 1,400
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
      10,146
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       105
b       556
c       691
d       3,272
e       776
      4,021
      398
      227
      3,719
      -64
      -115
      727
      -122
      905
      127
      199
      68
      -145
      -88
      2,402
      71
      389
      295
      653
      297
      671
      45
      84
      -59
      550
      597
      147
      2,476
      374
      7,122
      512
      236
      949
      500
      577
      2,002
      189
      517
      546
      474
      424
      235
      -15
      56
      38
      128
      934
      218
      2,862
      498
      452
      438
      1,237
      52
      948
      822
      -2,215
      395
      333
      351
      378
      1,323
      659
      875
      -913
      -2,265
      -10,412
      -2,561
      578
      574
      -823
      -2,676
      -2,759
      2,415
      -1,278
      65
      200
      -126
      16
      2,248
      41
      346
      6,245
      72,322
      7,343
      2,243
      375
      1,127
      -150
      -864
      4,252
      748
      2,016
      60
      63
      62
      361
      828
      6,329
      -2,078
      287
      -2,406
      7,614
      56,092
      -139
      12,048
      -1,701
      161
      1,292
      60
      422
      58
      672
      672
      200
      10
      371
      590
      296
      39
      3,794
      -14,213
      25,472
      1,816
      5,714
      3,569
      -315
      299
      -5,551
      -85
      787
      31
      12
      -202
      -105
      320
      1,400
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 242,778
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 5,538
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 5,538
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 5,538
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,824
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 3,824
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 1,714
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
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 arrowJP MORGAN CHASE BANK NA Telephone no.right arrow (800) 496-2583

Located atright arrow10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+4right arrow60603
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
JP MORGAN CHASE BANK NA TRUSTEE
2 		67,655    
10 S DEARBORN ST MC IL 1-0111
CHICAGO,IL60603
Janna C Collins CO-TRUSTEE
1 		5,021    
Two Montague Terrace
BROOKLYN,NY11201
DOROTHY S BROOKE CO-TRUSTEE
1 		5,021    
ONE PIERREPONT ST APT 7A
BROOKLYN,NY112013302
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
5,774,078
b
Average of monthly cash balances.......................
1b
103,854
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,877,932
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
5,877,932
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
88,169
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,789,763
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
289,488
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
289,488
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,538
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,538
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
283,950
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
283,950
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
283,950
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
304,915
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
304,915
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 7 283,950
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...... 0
b From 2020...... 27,692
c From 2021...... 25,426
d From 2022...... 63,377
e From 2023...... 43,508
f Total of lines 3a through e ........ 160,003
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 304,915
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..... 283,950
e Remaining amount distributed out of corpus 20,965
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 5 180,968
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) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		180,968
10 Analysis of line 9:
a Excess from 2020.... 27,692
b Excess from 2021.... 25,426
c Excess from 2022.... 63,377
d Excess from 2023.... 43,508
e Excess from 2024.... 20,965
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

BROOKLYN ACADEMY OF MUSIC
INC (BROOKLYN NY)
1 METROTECH CTR 1002
BROOKLYN,NY11201 		NONE PC GENERAL 50,000

BROOKLYN BOTANIC GARDEN
CORPORATION (BROOKLYN NY)
1000 WASHINGTON AVENUE
BROOKLYN,NY11225 		NONE PC GENERAL 45,000

ST JOHNS BREAD AND LIFE
PROGRAM INC (BROOKLYN NY)
795 LEXINGTON AVENUE
NEW YORK,NY11221 		NONE PC GENERAL 75,000

BROOKLYN MUSEUM OF ART
BROOKLYN NY
200 EASTERN PKWY
BROOKLYN,NY11238 		NONE PC GENERAL 40,000

LINCOLN CENTER FOR THE
PERFORMING ARTS INC(NEW YORK NY)
70 LINCOLN CENTRE PLAZA 9TH FLOOR
NEW YORK,NY10023 		NONE PC GENERAL 30,000

PHILHARMONIC SYMPHONY SOCIETY OF NY
INC AVERY FISHER HALL
10 LINCOLN CENTRE PLAZA
NEW YORK,NY10023 		NONE PC GENERAL 30,000
Total .................................right arrow 3a 270,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 201,083  
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 ............ 		    18 242,778  
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) ..   443,861  
13Total. Add line 12, columns (b), (d), and (e)..................
13
443,861
(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:
CONSTANS CULVER FOUNDATION XXXXX0000
EIN:
13-6048059
Name of Bond End of Year Book Value End of Year Fair Market Value
4812C0100 JPM CORE BD FD - USD 59,060 58,566
92203J308 VANGUARD TTL INTL BN 299,763 282,995
09260B614 BLACKROCK HIGH YIELD 115,167 117,595
83002G108 SIX CIRCLES ULTR SHR 57,307 57,278
464287432 ISHARES 20+ YEAR TRE    
83002G702 SIX CIRCLES GLOBAL B 949,585 931,815
83002G884 SIX CIRCLES CREDIT O 231,310 236,521
464288661 ISHARES 3-7 YEAR TRE    
92203J407 VANGUARD TOTAL INTL 73,150 73,330
464287440 ISHARES 7-10 YEAR TR 58,481 57,319
464287457 ISHARES 1-3 YEAR TRE    
92206C870 VANGUARD INT-TERM CO 113,917 115,187
72201F490 PIMCO INCOME FUND-IN 117,032 116,848
92206C771 VANGUARD MORTGAGE-BA 118,862 116,660

TY 2024 InvestmentsCorpStockSchedule
Name:
CONSTANS CULVER FOUNDATION XXXXX0000
EIN:
13-6048059
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 3,282 8,485
110122108 BRISTOL-MYERS SQUIBB 7,210 7,070
438516106 HONEYWELL INTERNATIO 747 4,518
464287465 ISHARES MSCI EAFE ET    
532457108 ELI LILLY & CO 2,765 6,176
548661107 LOWE'S COS INC 1,064 3,949
594918104 MICROSOFT CORP 10,066 42,572
609207105 MONDELEZ INTERNATION 2,929 4,181
617446448 MORGAN STANLEY 3,373 9,806
713448108 PEPSICO INC 5,135 6,387
723787107 PIONEER NATURAL RESO    
882508104 TEXAS INSTRUMENTS IN 3,255 7,688
949746101 WELLS FARGO & CO 5,476 9,974
02079K107 ALPHABET INC-CL C 5,274 21,710
02079K305 ALPHABET INC-CL A    
09062X103 BIOGEN INC    
30303M102 META PLATFORMS INC-C 8,020 26,348
57636Q104 MASTERCARD INC - A 4,658 17,377
65339F101 NEXTERA ENERGY INC 3,946 5,807
78462F103 SPDR S&P 500 ETF TRU 100,962 298,901
91324P102 UNITEDHEALTH GROUP I 4,588 15,682
94106B101 WASTE CONNECTIONS IN 2,043 4,633
023135106 AMAZON.COM INC 7,243 31,373
032654105 ANALOG DEVICES INC    
037833100 APPLE INC 15,611 38,314
060505104 BANK OF AMERICA CORP 2,485 7,955
655844108 NORFOLK SOUTHERN COR 3,739 5,868
67066G104 NVIDIA CORP 9,617 43,510
025816109 AMERICAN EXPRESS CO 3,512 7,420
315911750 FIDELITY 500 INDEX F 526,711 971,006
83002G306 SIX CIRCLES US UNCON 417,233 666,470
83002G405 SIX CIRCLES INTL UNC 384,406 412,320
00287Y109 ABBVIE INC 5,042 9,596
337738108 FISERV INC 7,168 9,244
580135101 MCDONALD'S CORP 7,753 9,276
N6596X109 NXP SEMICONDUCTORS N 3,727 5,612
007903107 ADVANCED MICRO DEVIC    
09857L108 BOOKING HOLDINGS INC 3,230 9,937
461202103 INTUIT INC    
518439104 ESTEE LAUDER COMPANI    
883556102 THERMO FISHER SCIENT 3,723 4,162
N07059210 ASML HOLDING NV-NY R 2,253 3,465
20825C104 CONOCOPHILLIPS 5,232 8,033
22160K105 COSTCO WHOLESALE COR 3,418 6,414
244199105 DEERE & CO    
363576109 ARTHUR J GALLAGHER & 4,044 6,529
43300A203 HILTON WORLDWIDE HOL 3,633 5,932
45687V106 INGERSOLL RAND INC 2,936 4,433
46120E602 INTUITIVE SURGICAL I 3,574 5,742
46641Q191 JPMORGAN BETABUILDER    
46641Q225 JPMORGAN BETABUILDER 65,687 94,661
46641Q233 JPMORGAN BETABUILDER 99,575 84,094
679580100 OLD DOMINION FREIGHT 3,603 4,234
75886F107 REGENERON PHARMACEUT 3,551 4,274
G29183103 EATON CORP PLC 4,424 8,297
30231G102 EXXON MOBIL CORP 10,319 13,124
61174X109 MONSTER BEVERAGE COR 2,650 2,996
743315103 PROGRESSIVE CORP 6,576 10,782
78409V104 S&P GLOBAL INC 4,737 5,976
872590104 T-MOBILE US INC    
46641Q217 JPMORGAN BETABUILDER 133,121 142,000
573284106 MARTIN MARIETTA MATE 5,948 6,715
842587107 THE SOUTHERN COMPANY 7,880 8,397
863667101 STRYKER CORP 5,012 5,761
872540109 TJX COMPANIES INC 3,325 4,470
G54950103 LINDE PLC 4,507 8,792
11135F101 BROADCOM INC 8,790 8,578
127387108 CADENCE DESIGN SYS I 3,687 3,606
254687106 WALT DISNEY CO/THE 5,976 5,790
68902V107 OTIS WORLDWIDE CORP 6,883 6,205
79466L302 SALESFORCE INC 9,600 10,364
824348106 SHERWIN-WILLIAMS CO/ 3,073 2,719

TY 2024 InvestmentsOtherSchedule2
Name:
CONSTANS CULVER FOUNDATION XXXXX0000
EIN:
13-6048059
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI AT COST 86,780 88,688
64128R608 NEUBERGER BERM LNG S AT COST 24,694 31,012
72201U638 PIMCO MRTG OPP & BND AT COST 66,749 60,808
024525669 AMERICAN BEACON AHL      
83002G876 SIX CIRCLES MULTI-ST AT COST 123,884 123,514

TY 2024 OtherDecreasesSchedule
Name:
CONSTANS CULVER FOUNDATION XXXXX0000
EIN:
13-6048059
Description Amount
2024 TRANSACTIONS POSTED IN 2025 3,036
ADJUSTMENT OF CARRYING VALUE 14,294
MUTUAL FUND ADJUSTMENT 5


TY 2024 OtherExpensesSchedule
Name:
CONSTANS CULVER FOUNDATION XXXXX0000
EIN:
13-6048059
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY GENERAL FEE 250 0   250


TY 2024 OtherIncreasesSchedule
Name:
CONSTANS CULVER FOUNDATION XXXXX0000
EIN:
13-6048059
Description Amount
2023 TRANSACTIONS POSTED IN 2024 2,979
ROUNDING 1


TY 2024 TaxesSchedule
Name:
CONSTANS CULVER FOUNDATION XXXXX0000
EIN:
13-6048059
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 45 45   0
FEDERAL TAX PAYMENT - PRIOR YE 2,278 0   0
FEDERAL ESTIMATES - INCOME 3,824 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,928 1,928   0
FOREIGN TAXES ON NONQUALIFIED 411 411   0