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
PATRICIA A O'CALLAGHAN CATHOLIC CHAR FDN
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O GLENMEDE 1650 MARKET ST STE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19103
A Employer identification number

82-1492623
B Telephone number (see instructions)

(215) 419-6000
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,779,396J 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... 240,421 177,435  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 800,657
b Gross sales price for all assets on line 6a 5,519,351
7 Capital gain net income (from Part IV, line 2)... 800,657
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........ 1,041,078 978,092  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 70,665 35,333   35,332
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,679 0 0 2,679
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,434 1,434   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,260 4,866   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 37 0 0 37
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
37     37
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 81,112 41,633 0 38,085
25 Contributions, gifts, grants paid....... 305,000 305,000
26 Total expenses and disbursements. Add lines 24 and 25 386,112 41,633 0 343,085
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 654,966
b Net investment income (if negative, enter -0-) 936,459
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.............   1 1
2 Savings and temporary cash investments......... 288,193 33,952 33,952
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).......   Click to see attachment
List of Attached Documents:
// Content
4,158,741 		4,409,312
c Investments—corporate bonds (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
1,355,380 		1,314,663
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).......... 5,699,017 Click to see attachment
List of Attached Documents:
// Content
1,031,978 		1,021,468
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) 5,987,210 6,580,052 6,779,396
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........ 5,987,210 6,580,052
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)..... 5,987,210 6,580,052
30 Total liabilities and net assets/fund balances (see instructions). 5,987,210 6,580,052
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
5,987,210
2
Enter amount from Part I, line 27a .....................
2
654,966
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,564
4
Add lines 1, 2, and 3 ..........................
4
6,647,740
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
67,688
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,580,052
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 3202. AQR STYLE PREMIA ALTERNATIVE FUND   2022-12-19 2024-05-03
b 18381. AQR STYLE PREMIA ALTERNATIVE FUND   2022-12-19 2024-10-31
c 42. ABBOTT LABORATORIES   2024-05-06 2024-10-31
d 12. ABBOTT LABORATORIES   2024-05-06 2024-12-19
e 11. ADOBE SYS INCORP   2024-07-03 2024-10-31
3. ADOBE SYS INCORP   2024-07-02 2024-12-19
197. GQG EMERGING MARKETS EQUITY FUND   2022-12-29 2024-01-31
4041. GQG EMERGING MARKETS EQUITY FUND   2023-02-28 2024-05-03
30. AIRBNB INC   2024-05-06 2024-10-31
8. AIRBNB INC   2024-05-06 2024-12-19
1. ALIGN TECHNOLOGY INC   2024-05-06 2024-05-28
3. ALIGN TECHNOLOGY INC   2024-05-06 2024-05-28
1. ALIGN TECHNOLOGY INC   2024-05-06 2024-05-29
3. ALIGN TECHNOLOGY INC   2024-05-06 2024-05-29
7. ALIGN TECHNOLOGY INC   2024-05-06 2024-05-30
4. ALIGN TECHNOLOGY INC   2024-05-06 2024-05-31
22. ALPHABET INC CAP STK CL C   2024-05-06 2024-09-06
34. ALPHABET INC CAP STK CL C   2024-05-06 2024-09-09
45. ALPHABET INC CAP STK CL C   2024-05-06 2024-10-31
11. ALPHABET INC CAP STK CL C   2024-05-06 2024-12-19
3. AMAZON.COM INC   2024-05-06 2024-07-09
3. AMAZON.COM INC   2024-05-06 2024-07-09
13. AMAZON.COM INC   2024-05-06 2024-07-09
4. AMAZON.COM INC   2024-05-06 2024-07-09
13. AMAZON.COM INC   2024-05-06 2024-07-10
86. AMAZON.COM INC   2024-05-06 2024-10-31
54. AMAZON.COM INC   2024-05-06 2024-11-07
20. AMAZON.COM INC   2024-05-06 2024-11-08
8. AMAZON.COM INC   2024-05-06 2024-11-11
21. AMAZON.COM INC   2024-05-06 2024-12-19
22. APPLE COMPUTER INC.   2024-07-10 2024-10-31
6. APPLE COMPUTER INC.   2024-07-10 2024-12-19
2. AUTODESK INC   2024-05-06 2024-05-28
11. AUTODESK INC   2024-05-06 2024-05-29
16. AUTODESK INC   2024-05-06 2024-05-30
6. AUTODESK INC   2024-05-06 2024-05-31
5. AUTODESK INC   2024-05-06 2024-05-31
22. AUTODESK INC   2024-05-06 2024-06-03
7. AUTODESK INC   2024-05-06 2024-06-04
4. AUTODESK INC   2024-05-06 2024-06-04
1. AUTODESK INC   2024-05-06 2024-06-04
5181. BLACKROCK EVENT DRIVEN EQUITY FUND   2023-12-21 2024-01-31
16260. BLACKROCK EVENT DRIVEN EQUITY FUND   2023-03-31 2024-10-31
275. BLACKROCK EVENT DRIVEN EQUITY FUND   2024-05-03 2024-12-19
16. COSTAR GROUP INC   2024-10-28 2024-10-31
7. COSTAR GROUP INC   2024-11-08 2024-12-19
42. DFA US LARGE CAP VALUE PT   2019-10-09 2024-01-31
182.186 DFA US LARGE CAP VALUE PT   2024-03-27 2024-05-03
4574.983 DFA US LARGE CAP VALUE PT   2023-03-30 2024-05-03
17.332 DFA US SMALL CAP PORTFOLIO   2024-09-27 2024-10-31
1283.668 DFA US SMALL CAP PORTFOLIO   2023-09-28 2024-10-31
12.223 DFA US SMALL CAP PORTFOLIO   2024-12-10 2024-12-19
121.777 DFA US SMALL CAP PORTFOLIO   2023-12-11 2024-12-19
515.785 DFA INVESTMENT GRADE PORTFOLIO   2024-09-27 2024-10-31
29242.215 DFA INVESTMENT GRADE PORTFOLIO   2021-12-15 2024-10-31
623. DFA INVESTMENT GRADE PORTFOLIO   2024-01-31 2024-12-19
950. DFA WORLD EX US CORE EQUITY INTL   2023-03-30 2024-05-03
3498.27 DFA WORLD EX US CORE EQUITY INTL   2024-03-27 2024-06-27
40578.646 DFA WORLD EX US CORE EQUITY INTL   2022-09-29 2024-06-27
513.254 DFA WORLD EX US CORE EQUITY INTL   2024-09-27 2024-10-31
534. DODGE & COX STOCK FUND   2024-09-25 2024-10-31
521. FIDELITY INTERMEDIATE TREASURY BD INDEX DTD 8/1/2022   2024-10-01 2024-12-19
132. FIRST TR NORTH AMERICAN ENERGY INFRA ETF   2022-12-28 2024-05-03
171. FIRST TR NORTH AMERICAN ENERGY INFRA ETF   2023-08-23 2024-12-19
436. POLEN GROWTH FUND - INS   2022-03-21 2024-01-31
8367.015 POLEN GROWTH FUND - INS   2022-12-28 2024-05-03
729. GMO QUALITY FUND R6   2017-09-22 2024-01-31
5208. GMO QUALITY FUND R6   2022-12-29 2024-10-31
175. GMO QUALITY FUND R6   2024-12-13 2024-12-19
107. GMO RESOURCES FUND R6   2023-07-11 2024-05-03
6. GARTNER GROUP CLASS A   2024-05-06 2024-10-31
2. GARTNER GROUP CLASS A   2024-05-06 2024-11-26
2. GARTNER GROUP CLASS A   2024-05-06 2024-11-27
1. GARTNER GROUP CLASS A   2024-05-06 2024-11-29
1. GARTNER GROUP CLASS A   2024-05-06 2024-12-02
1. GARTNER GROUP CLASS A   2024-05-06 2024-12-02
1. GARTNER GROUP CLASS A   2024-05-06 2024-12-03
1. GARTNER GROUP CLASS A   2024-05-06 2024-12-19
300. GLENMEDE DISCIPLINED US EQUITY PORTFOLIO   2017-09-22 2024-01-31
1691.483 GLENMEDE DISCIPLINED US EQUITY PORTFOLIO   2024-04-03 2024-05-03
19471.838 GLENMEDE DISCIPLINED US EQUITY PORTFOLIO   2023-04-05 2024-05-03
1046. ISHARES CORE US REIT ETF   2024-05-03 2024-10-31
534. BRANDYWINE GLOBAL HIGH YIELD IS DTD 9/1/2023   2024-12-01 2024-12-19
1. ELI LILLY & CO.   2024-05-06 2024-10-31
1. ELI LILLY & CO.   2024-12-03 2024-12-19
7. MSCI INC   2024-08-20 2024-10-31
2. MSCI INC   2024-08-19 2024-12-19
839. MAINSTAY MACKAY HIGH YIELD CORPORATE BD   2024-11-29 2024-12-19
12. MASTERCARD INC-CL A   2024-05-06 2024-10-31
3. MASTERCARD INC-CL A   2024-05-06 2024-12-19
9. MICROSOFT CORP.   2024-05-06 2024-09-06
14. MICROSOFT CORP.   2024-05-06 2024-09-09
23. MICROSOFT CORP.   2024-05-06 2024-10-31
6. MICROSOFT CORP.   2024-05-06 2024-12-19
3. NETFLIX INC   2024-05-06 2024-05-16
2. NETFLIX INC   2024-05-06 2024-05-16
3. NETFLIX INC   2024-05-06 2024-05-16
5. NETFLIX INC   2024-05-06 2024-05-17
1. NETFLIX INC   2024-05-06 2024-05-17
3. NETFLIX INC   2024-05-06 2024-05-17
8. NETFLIX INC   2024-05-06 2024-05-20
6. NETFLIX INC   2024-05-06 2024-10-31
2. NETFLIX INC   2024-05-06 2024-12-19
5. NIKE INC CL B   2024-05-06 2024-07-11
10. NIKE INC CL B   2024-05-06 2024-07-11
6. NIKE INC CL B   2024-05-06 2024-07-11
4. NIKE INC CL B   2024-05-06 2024-07-11
16. NIKE INC CL B   2024-05-06 2024-07-12
3. NIKE INC CL B   2024-05-06 2024-07-12
2. NIKE INC CL B   2024-05-06 2024-07-12
1. NIKE INC CL B   2024-05-06 2024-07-12
2. NIKE INC CL B   2024-05-06 2024-07-12
3. NIKE INC CL B   2024-05-06 2024-07-12
13. NIKE INC CL B   2024-05-06 2024-07-15
28. NIKE INC CL B   2024-05-06 2024-07-15
2. NIKE INC CL B   2024-05-06 2024-07-16
18. NIKE INC CL B   2024-05-06 2024-07-16
35. NIKE INC CL B   2024-05-06 2024-07-16
21. NOVO-NORDISK A/S   2024-05-06 2024-10-31
6. NOVO-NORDISK A/S   2024-05-06 2024-12-19
30. ORACLE CORP   2024-09-09 2024-10-31
11. ORACLE CORP   2024-11-08 2024-12-19
11. PAYCOM SOFTWARE INC COM   2024-05-06 2024-10-31
3. PAYCOM SOFTWARE INC COM   2024-05-06 2024-12-19
2801. PUTNAM FOCUSED LARGE CAP VALUE ETF   2024-05-03 2024-10-31
3. SALESFORCE INC   2024-05-06 2024-07-01
24. SALESFORCE INC   2024-05-06 2024-07-02
1. SALESFORCE INC   2024-05-06 2024-07-02
10. SALESFORCE INC   2024-05-06 2024-07-02
12. SALESFORCE INC   2024-05-06 2024-07-03
6. SALESFORCE INC   2024-05-06 2024-07-03
1. SALESFORCE INC   2024-05-06 2024-07-03
1. SALESFORCE INC   2024-05-06 2024-08-13
1. SALESFORCE INC   2024-05-06 2024-08-13
18. SALESFORCE INC   2024-05-06 2024-08-13
19. SALESFORCE INC   2024-05-06 2024-08-14
17. SALESFORCE INC   2024-05-06 2024-08-15
7. SERVICENOW INC   2024-05-06 2024-10-31
1. SERVICENOW INC   2024-05-06 2024-11-19
6. SERVICENOW INC   2024-05-06 2024-11-19
2. SERVICENOW INC   2024-05-06 2024-12-19
60. SHOPIFY INC   2024-08-16 2024-10-31
16. SHOPIFY INC   2024-08-13 2024-12-19
9. THERMO ELECTRON CORP   2024-05-06 2024-10-31
3. THERMO ELECTRON CORP   2024-05-06 2024-12-19
14480. ABSOLUTE CONVERTIBLE ARBITRAGE FUND   2023-08-23 2024-10-31
128.968 ABSOLUTE CONVERTIBLE ARBITRAGE FUND   2024-12-12 2024-12-19
202.032 ABSOLUTE CONVERTIBLE ARBITRAGE FUND   2023-03-31 2024-12-19
5. UNITEDHEALTH GROUP INC   2024-05-06 2024-10-24
8. UNITEDHEALTH GROUP INC   2024-05-06 2024-10-25
4. UNITEDHEALTH GROUP INC   2024-05-06 2024-10-31
1. UNITEDHEALTH GROUP INC   2024-05-06 2024-12-19
467.825 VANGUARD SHORT TERM INFL PROTECTED FUND   2024-09-30 2024-10-31
8130.083 VANGUARD SHORT TERM INFL PROTECTED FUND   2023-09-29 2024-10-31
398. VANGUARD GLOBAL EX US REAL ESTATE   2024-01-31 2024-04-25
3247. VANGUARD GLOBAL EX US REAL ESTATE   2023-03-30 2024-04-25
180. VANGUARD FTSE ALL-WORLD EX-U   2017-09-22 2024-05-03
578. VANGUARD FTSE ALL-WORLD EX-U   2024-01-31 2024-06-27
9506. VANGUARD FTSE ALL-WORLD EX-U   2022-08-25 2024-06-27
211. VANGUARD INDEX FDS REAL ESTATE ETF   2024-01-31 2024-04-25
1929. VANGUARD INDEX FDS REAL ESTATE ETF   2023-03-30 2024-04-25
102. VANGUARD TOTAL STK MKT IN-AD   2022-12-28 2024-01-31
96.419 VANGUARD TOTAL STK MKT IN-AD   2024-03-22 2024-05-03
5814.939 VANGUARD TOTAL STK MKT IN-AD   2023-03-22 2024-05-03
23. VISA INC-CLASS A SHARES   2024-05-06 2024-10-31
6. VISA INC-CLASS A SHARES   2024-05-06 2024-12-19
14. WORKDAY INC CL A   2024-05-06 2024-10-31
3. WORKDAY INC CL A   2024-05-06 2024-12-19
21. ZOETIS INC CL A   2024-05-06 2024-10-31
8. ZOETIS INC CL A   2024-11-11 2024-12-19
12. ACCENTURE PLC   2024-05-06 2024-10-31
3. ACCENTURE PLC   2024-05-06 2024-12-19
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 25,648   23,855 1,793
b 146,129   130,259 15,870
c 4,789   4,427 362
d 1,350   1,265 85
e 5,271   6,244 -973
1,324   1,692 -368
3,219   2,510 709
71,768   51,403 20,365
4,061   4,844 -783
1,033   1,292 -259
255   287 -32
765   860 -95
254   287 -33
759   860 -101
1,803   2,007 -204
1,023   1,147 -124
3,365   3,715 -350
5,141   5,741 -600
7,812   7,598 214
2,100   1,857 243
600   563 37
600   563 37
2,597   2,440 157
799   751 48
2,594   2,440 154
16,031   16,143 -112
11,343   10,136 1,207
4,174   3,754 420
1,655   1,502 153
4,714   3,942 772
5,002   5,100 -98
1,502   1,391 111
422   431 -9
2,295   2,371 -76
3,218   3,448 -230
1,208   1,293 -85
985   1,078 -93
4,730   4,741 -11
1,473   1,509 -36
843   862 -19
211   216 -5
51,499   50,508 991
165,202   158,372 6,830
2,739   2,775 -36
1,174   1,194 -20
493   541 -48
1,883   1,477 406
8,627   7,961 666
216,625   158,423 58,202
834   844 -10
61,732   41,536 20,196
596   635 -39
5,943   4,957 986
5,189   5,323 -134
294,177   330,887 -36,710
6,130   6,267 -137
12,739   10,170 2,569
46,667   43,156 3,511
541,319   410,474 130,845
6,944   6,850 94
146,086   134,277 11,809
4,918   5,099 -181
3,920   3,547 373
5,940   4,169 1,771
19,219   20,213 -994
371,663   317,487 54,176
21,484   17,584 3,900
175,718   122,374 53,344
5,705   5,845 -140
2,395   2,561 -166
3,033   2,612 421
1,046   871 175
1,040   871 169
519   435 84
517   435 82
520   435 85
515   435 80
484   435 49
6,762   8,148 -1,386
38,820   37,613 1,207
446,879   497,490 -50,611
63,344   52,636 10,708
5,500   5,511 -11
835   765 70
758   813 -55
4,023   3,941 82
1,205   1,121 84
4,329   4,368 -39
6,036   5,366 670
1,575   1,341 234
3,616   3,709 -93
5,676   5,770 -94
9,436   9,480 -44
2,632   2,473 159
1,834   1,785 49
1,221   1,190 31
1,847   1,785 62
3,107   2,976 131
617   595 22
1,862   1,785 77
5,029   4,761 268
4,541   3,571 970
1,817   1,190 627
367   465 -98
732   930 -198
441   558 -117
293   372 -79
1,176   1,488 -312
221   279 -58
148   186 -38
74   93 -19
148   186 -38
221   279 -58
940   1,209 -269
2,017   2,604 -587
145   186 -41
1,307   1,674 -367
2,526   3,255 -729
2,349   2,612 -263
619   746 -127
5,051   4,269 782
1,863   2,079 -216
2,337   1,917 420
622   523 99
105,595   98,343 7,252
770   826 -56
6,153   6,609 -456
255   275 -20
2,562   2,754 -192
3,112   3,305 -193
1,552   1,652 -100
258   275 -17
254   275 -21
254   275 -21
4,581   4,957 -376
4,859   5,232 -373
4,427   4,682 -255
6,521   5,058 1,463
1,006   723 283
6,060   4,335 1,725
2,157   1,445 712
4,683   4,433 250
1,721   1,115 606
4,955   5,164 -209
1,554   1,721 -167
165,941   157,846 8,095
1,469   1,470 -1
2,301   2,202 99
2,805   2,465 340
4,530   3,944 586
2,270   1,972 298
490   493 -3
11,448   11,254 194
198,943   200,720 -1,777
15,840   16,086 -246
129,230   169,123 -39,893
10,538   9,512 1,026
33,835   31,233 2,602
556,466   477,015 79,451
16,741   17,486 -745
153,046   140,643 12,403
11,912   9,344 2,568
11,895   10,825 1,070
717,389   395,057 322,332
6,701   6,251 450
1,897   1,631 266
3,312   3,501 -189
801   750 51
3,776   3,467 309
1,311   1,412 -101
4,164   3,669 495
1,117   917 200
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
      88,897
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       1,793
b       15,870
c       362
d       85
e       -973
      -368
      709
      20,365
      -783
      -259
      -32
      -95
      -33
      -101
      -204
      -124
      -350
      -600
      214
      243
      37
      37
      157
      48
      154
      -112
      1,207
      420
      153
      772
      -98
      111
      -9
      -76
      -230
      -85
      -93
      -11
      -36
      -19
      -5
      991
      6,830
      -36
      -20
      -48
      406
      666
      58,202
      -10
      20,196
      -39
      986
      -134
      -36,710
      -137
      2,569
      3,511
      130,845
      94
      11,809
      -181
      373
      1,771
      -994
      54,176
      3,900
      53,344
      -140
      -166
      421
      175
      169
      84
      82
      85
      80
      49
      -1,386
      1,207
      -50,611
      10,708
      -11
      70
      -55
      82
      84
      -39
      670
      234
      -93
      -94
      -44
      159
      49
      31
      62
      131
      22
      77
      268
      970
      627
      -98
      -198
      -117
      -79
      -312
      -58
      -38
      -19
      -38
      -58
      -269
      -587
      -41
      -367
      -729
      -263
      -127
      782
      -216
      420
      99
      7,252
      -56
      -456
      -20
      -192
      -193
      -100
      -17
      -21
      -21
      -376
      -373
      -255
      1,463
      283
      1,725
      712
      250
      606
      -209
      -167
      8,095
      -1
      99
      340
      586
      298
      -3
      194
      -1,777
      -246
      -39,893
      1,026
      2,602
      79,451
      -745
      12,403
      2,568
      1,070
      322,332
      450
      266
      -189
      51
      309
      -101
      495
      200
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 800,657
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 13,017
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 13,017
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 13,017
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,630
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,630
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 10,387
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 arrowNJ
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 .Click to see attachment
List of Attached Documents:
// Content
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
Yes
 
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 GLENMEDE TRUST CO NA Telephone no.right arrow (215) 419-6000

Located atright arrow1650 MARKET ST STE 4000PHILADELPHIAPA ZIP+4right arrow19103
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
EILEEN D KELLY TRUSTEE
5 		20,204    
1650 MARKET ST STE 4000
PHILADELPHIA,PA19103
GLENMEDE TRUST CO N A TRUSTEE
5 		50,461    
1650 MARKET ST STE 4000
PHILADELPHIA,PA19103
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
6,640,230
b
Average of monthly cash balances.......................
1b
274,426
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,914,656
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,914,656
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
103,720
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,810,936
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
340,547
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
340,547
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
13,017
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,017
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
327,530
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
327,530
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
327,530
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
343,085
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
343,085
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 7 327,530
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...... 16,219
b From 2020...... 29,990
c From 2021...... 18,699
d From 2022...... 25,574
e From 2023...... 16,807
f Total of lines 3a through e ........ 107,289
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 343,085
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..... 327,530
e Remaining amount distributed out of corpus 15,555
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 5 122,844
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) ... 		16,219
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		106,625
10 Analysis of line 9:
a Excess from 2020.... 29,990
b Excess from 2021.... 18,699
c Excess from 2022.... 25,574
d Excess from 2023.... 16,807
e Excess from 2024.... 15,555
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

Catholic Relief Services

228 W LEXINGTON STREET
Baltimore,MD212013443 		NONE PC FY 23 GAZA - BUILDING 50,000

Felician Sisters of North America

871 MERCER ROAD
Beaver Falls,PA150106815 		NONE PC FELICIAN MISSION: HAITI 50,000

Franciscan Friars Holy Name Province

144 WEST 32ND ST
New York,NY10001 		NONE PC FRANCISCAN 360 47,000

Franciscan Friars Charities

129 W 31ST ST
New York,NY10001 		NONE PC ST. ANTHONY'S KITCHEN AND 50,000

Mayo Clinic

DEPTOF DEVELOPMENT 200 FIRST STREE
Rochester,MN55905 		NONE PC SUPPORT FOR THE POVERELLO 35,000

Sisters of St Joseph

9701 GERMANTOWN AVENUE
Philadelphia,PA191182694 		NONE PC PROVIDING ADDITIONAL LOW 73,000
Total .................................right arrow 3a 305,000
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 ....     14 240,421  
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 ............ 		    18 800,657  
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) ..   1,041,078  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,041,078
(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 ExplnOfNonFilingWithAGStmt
Name:
PATRICIA A O'CALLAGHAN CATHOLIC CHAR FDN
EIN:
82-1492623
Statement:
A COPY OF FORM 990-PF HAS BEEN FURNISHED TO THE NEW JERSEY AG OFFICE. HOWEVER, THE STATE OF NEW JERSEY ALLOWS ORGANIZAITONS WHO RECEIVE LESS THAN $10,000 IN GROSS PUBLIC CONTRIBUTION FOR THE FISCAL YEAR AND DO NOT COMPENSATE ANYONE IN CONNECTION WITH THE SOLICITATION OF FUNDS TO UNREGISTER WITH THE DIVISION OF CONSUMER AFFAIRS. THIS FOUNDATION ELECTS TO BE AN UNREGISTERED CHARITY.

TY 2024 InvestmentsCorpBondsSchedule
Name:
PATRICIA A O'CALLAGHAN CATHOLIC CHAR FDN
EIN:
82-1492623
Name of Bond End of Year Book Value End of Year Fair Market Value
DFA INVESTMENT GRADE PORTFOLIO 347,421 327,359
FIDELITY INTERMEDIATE TREASUR 678,879 658,699
BRANDYWINE GLOBAL HIGH YIELD I 163,699 163,858
MAINSTAY MACKAY HIGH YIELD COR 165,381 164,747

TY 2024 InvestmentsCorpStockSchedule
Name:
PATRICIA A O'CALLAGHAN CATHOLIC CHAR FDN
EIN:
82-1492623
Name of Stock End of Year Book Value End of Year Fair Market Value
DODGE & COX STOCK FUND 549,186 561,889
GMO QUALITY FUND R6 480,839 637,084
PUTNAM FOCUSED LARGE CAP VALUE 405,245 428,253
POLEN CAPITAL FOCUS GROWTH 477,655 530,166
DFA US SMALL CAP PORTFOLIO 121,112 236,233
BAILLIE GIFFORD EMERGING MARKE 214,094 199,706
DFA INTERNATIONAL CORE EQUITY 665,341 648,591
GQG EMERGING MARKETS EQUITY FU 199,678 202,885
OAKMARK INTERNATIONAL FUND 590,437 567,763
WCM FOCUSED INTERNATIONAL GRO 455,154 396,742

TY 2024 InvestmentsOtherSchedule2
Name:
PATRICIA A O'CALLAGHAN CATHOLIC CHAR FDN
EIN:
82-1492623
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ISHARES CORE US REIT ETF AT COST 298,077 339,906
VANGUARD INDEX FDS REAL ESTATE AT COST 30 45
ABSOLUTE CONVERTIBLE ARBITRAGE AT COST 106,576 109,073
AQR STYLE PREMIA ALTERNATIVE F AT COST 103,330 116,805
BLACKROCK EVENT DRIVEN EQUITY AT COST 109,096 111,607
INFINITY Q DIVERSIFIED ALPHA F AT COST 69,344 429
FIRST TR NORTH AMERICAN ENERGY AT COST 97,619 138,465
GMO RESOURCES FUND R6 AT COST 247,906 205,138

TY 2024 LegalFeesSchedule
Name:
PATRICIA A O'CALLAGHAN CATHOLIC CHAR FDN
EIN:
82-1492623
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 2,679     2,679


TY 2024 OtherDecreasesSchedule
Name:
PATRICIA A O'CALLAGHAN CATHOLIC CHAR FDN
EIN:
82-1492623
Description Amount
2024 TRANSACTIONS POSTED IN 2025 2,976
MUTUAL FUND ADJ 6
COST BASIS ADJUSTMENT 2,095
RETURN OF CAPITAL ADJUSTMENT 62,611


TY 2024 OtherExpensesSchedule
Name:
PATRICIA A O'CALLAGHAN CATHOLIC CHAR FDN
EIN:
82-1492623
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TRAVEL REIMBURSEMENTS 37 0   37


TY 2024 OtherIncreasesSchedule
Name:
PATRICIA A O'CALLAGHAN CATHOLIC CHAR FDN
EIN:
82-1492623
Description Amount
2023 TRANSACTIONS POSTED IN 2024 5,564


TY 2024 OtherProfessionalFeesSchedule
Name:
PATRICIA A O'CALLAGHAN CATHOLIC CHAR FDN
EIN:
82-1492623
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISORY FEES 1,434 1,434    


TY 2024 TaxesSchedule
Name:
PATRICIA A O'CALLAGHAN CATHOLIC CHAR FDN
EIN:
82-1492623
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 63 63   0
FEDERAL ESTIMATES - PRINCIPAL 1,394 0   0
FOREIGN TAXES ON QUALIFIED FOR 3,766 3,766   0
FOREIGN TAXES ON NONQUALIFIED 1,037 1,037   0