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
BULOVA GALE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O ORENSTEIN - 55 PITTSFIELD ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LENOX, MA01240
A Employer identification number

13-3866091
B Telephone number (see instructions)

(413) 447-1900
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$3,109,418J 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 9,160 9,160 9,160
4 Dividends and interest from securities... 103,393 103,393 103,393
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,403
b Gross sales price for all assets on line 6a 362,384
7 Capital gain net income (from Part IV, line 2)... 10,403
8 Net short-term capital gain......... 2,708
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,554 12,554 12,554
12 Total. Add lines 1 through 11........ 135,510 135,510 127,815
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,572 5,048   2,524
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
23,887 23,887    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,205 1,205    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,664 30,140   2,524
25 Contributions, gifts, grants paid....... 139,500 139,500
26 Total expenses and disbursements. Add lines 24 and 25 172,164 30,140   142,024
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -36,654
b Net investment income (if negative, enter -0-) 105,370
c Adjusted net income (if negative, enter -0-)... 127,815
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............. 17,396 53,423 53,423
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 252,817 Click to see attachment
List of Attached Documents:
// Content
141,791 		144,334
b Investments—corporate stock (attach schedule)....... 606,344 Click to see attachment
List of Attached Documents:
// Content
602,184 		892,186
c Investments—corporate bonds (attach schedule)....... 13,263 Click to see attachment
List of Attached Documents:
// Content
13,203 		13,640
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).......... 1,659,691 Click to see attachment
List of Attached Documents:
// Content
1,702,256 		2,005,835
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,549,511 2,512,857 3,109,418
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........... 2,549,511 2,512,857
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,549,511 2,512,857
30 Total liabilities and net assets/fund balances (see instructions). 2,549,511 2,512,857
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,549,511
2
Enter amount from Part I, line 27a .....................
2
-36,654
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,512,857
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,512,857
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 482 Amplify Etf TrAmplify Cwp Enhanced DividendSYMBOL: DIVO P 2022-04-25 2024-10-16
b 80000 United States Treasury BillRe-Issue 05/30/2024N/A/N/ACUSIP: 912797GB7 P 2024-02-09 2024-07-11
c 50000 United States Treasury NoteWR/N/AORIGINAL COST:49,001.95DISCOUNT ACCRETED:0 P 2023-02-23 2024-01-02
d 50000 United States Treasury NoteWR/N/AORIGINAL COST:48,732.42DISCOUNT ACCRETED:0 P 2023-02-23 2024-01-31
e 3 Air Products & Chemicals IncSYMBOL: APD P 2024-03-05 2024-09-04
8 American Electric PowerCompany Inc Common StockSYMBOL: AEP P 2023-05-12 2024-09-04
15 Amgen IncSYMBOL: AMGN P 2023-01-06 2024-05-10
1 Amgen IncSYMBOL: AMGN P 2023-02-14 2024-05-10
6 Apple IncSYMBOL: AAPL P 2023-01-06 2024-09-04
4 Apple IncSYMBOL: AAPL P 2023-01-06 2024-05-08
6 Chevron CorporationSYMBOL: CVX P 2023-01-06 2024-05-15
1 Crown Castle IncCommon StockSYMBOL: CCI P 2023-01-06 2024-01-08
14 Cvs Health CorporationSYMBOL: CVS P 2023-01-06 2024-09-04
15 Digital Realty Trust IncSYMBOL: DLR P 2023-01-06 2024-05-15
1 Digital Realty Trust IncSYMBOL: DLR P 2023-01-06 2024-01-08
8 Dominion Energy IncCommon StockSYMBOL: D P 2023-05-05 2024-03-27
81 Dominion Energy IncCommon StockSYMBOL: D P 2023-12-27 2024-03-27
13 Dominion Energy IncCommon StockSYMBOL: D P 2023-05-05 2024-03-26
40 Dominion Energy IncCommon StockSYMBOL: D P 2023-01-06 2024-03-26
17 Duke Energy CorporationHolding CompanySYMBOL: DUK P 2023-01-06 2024-05-16
23 Exxon Mobil CorpSYMBOL: XOM P 2023-01-06 2024-05-09
7 General Dynamics CorpSYMBOL: GD P 2023-01-06 2024-05-13
2 General Dynamics CorpSYMBOL: GD P 2023-02-14 2024-05-13
9 General Dynamics CorpSYMBOL: GD P 2023-01-06 2024-05-08
13 Gsk PlcAmerican Depositary SharesSYMBOL: GSK P 2023-06-22 2024-05-16
18 Gsk PlcAmerican Depositary SharesSYMBOL: GSK P 2023-06-23 2024-05-16
25 Gsk PlcAmerican Depositary SharesSYMBOL: GSK P 2023-06-21 2024-05-15
19 Gsk PlcAmerican Depositary SharesSYMBOL: GSK P 2023-06-22 2024-05-15
1 International BusinessMachines CorpSYMBOL: IBM P 2023-01-06 2024-01-08
1 Jpmorgan Chase & CoSYMBOL: JPM P 2023-01-06 2024-09-04
21 Jpmorgan Chase & CoSYMBOL: JPM P 2023-01-06 2024-05-07
3 Lockheed Martin CorpSYMBOL: LMT P 2023-01-06 2024-05-15
4 McDonalds CorpSYMBOL: MCD P 2023-01-06 2024-05-14
3 Medtronic PlcComSYMBOL: MDT P 2023-01-06 2024-09-04
9 Microsoft CorpSYMBOL: MSFT P 2023-01-06 2024-05-07
41 Nextera Energy IncSYMBOL: NEE P 2023-01-06 2024-05-10
3 Pepsico IncCommon StockSYMBOL: PEP P 2023-01-06 2024-05-16
15 Pnc Financial Svcs Group IncSYMBOL: PNC P 2023-01-06 2024-05-16
1 Pnc Financial Svcs Group IncSYMBOL: PNC P 2023-01-06 2024-01-08
7 Procter & Gamble CoSYMBOL: PG P 2023-05-12 2024-09-04
4 Restaurant BrandsInternational Inc ComSYMBOL: QSR P 2023-01-06 2024-05-16
18 Starbucks CorpSYMBOL: SBUX P 2023-12-27 2024-05-09
4 Starbucks CorpSYMBOL: SBUX P 2023-01-06 2024-05-09
8 Starbucks CorpSYMBOL: SBUX P 2023-05-05 2024-05-09
11 Starbucks CorpSYMBOL: SBUX P 2023-01-06 2024-05-07
3 T Mobile Us IncSYMBOL: TMUS P 2024-03-05 2024-09-04
1 Texas Instruments IncorporatedSYMBOL: TXN P 2023-01-06 2024-09-04
12 Texas Instruments IncorporatedSYMBOL: TXN P 2023-01-06 2024-05-13
8 Truist Financial CorporationCommon StockSYMBOL: TFC P 2023-02-14 2024-09-04
1 Truist Financial CorporationCommon StockSYMBOL: TFC P 2023-05-05 2024-09-04
71 Truist Financial CorporationCommon StockSYMBOL: TFC P 2023-01-06 2024-05-14
20 Truist Financial CorporationCommon StockSYMBOL: TFC P 2023-02-14 2024-05-14
9 Unitedhealth Group IncSYMBOL: UNH P 2023-12-27 2024-03-06
1 Unitedhealth Group IncSYMBOL: UNH P 2023-05-05 2024-03-05
9 Us Bancorp DelComSYMBOL: USB P 2023-01-06 2024-09-04
11 Visa IncCl A Common StockSYMBOL: V P 2023-01-06 2024-05-09
2 Walmart IncCommon StockSYMBOL: WMT P 2024-05-07 2024-09-04
37 Williams Companies IncSYMBOL: WMB P 2023-01-06 2024-05-16
25 Williams Companies IncSYMBOL: WMB P 2023-01-06 2024-05-15
55 Xcel Energy IncCommon StockSYMBOL: XEL P 2023-12-27 2024-03-07
13 Xcel Energy IncCommon StockSYMBOL: XEL P 2023-05-05 2024-03-06
14 Xcel Energy IncCommon StockSYMBOL: XEL P 2023-02-14 2024-03-06
49 Xcel Energy IncCommon StockSYMBOL: XEL P 2023-01-06 2024-03-05
8 Xcel Energy IncCommon StockSYMBOL: XEL P 2023-02-14 2024-03-05
17000 United States Treasury NoteWR/N/AORIGINAL COST:16,442.85DISCOUNT ACCRETED:0 P 2023-09-19 2024-09-30
17000 United States Treasury NoteWR/N/AORIGINAL COST:16,346.56DISCOUNT ACCRETED:0 P 2023-09-19 2024-12-31
17000 United States Treasury NoteWR/N/AORIGINAL COST:16,682.58DISCOUNT ACCRETED:0 P 2023-09-19 2024-07-01
30 STARBUCKS CORP P 2023-12-27 2024-05-10
23 EXCEL ENERGY P 2023-12-27 2024-03-06
156 AT&T P 2023-01-06 2024-05-16
2 BLACKROCK INC P 2023-01-06 2024-05-16
31 COCA COLA P 2023-01-06 2024-05-14
29 DOMINION ENERGY P 2023-02-14 2024-03-26
9 ECOLAB P 2023-01-06 2024-05-08
11 ECOLAB P 2023-01-06 2024-05-13
8 HONEYWELL P 2023-01-06 2024-09-04
13 IBM P 2023-01-06 2024-05-15
29 STARBUCKS CORP P 2023-01-06 2024-05-08
6 UNION PACIFIC P 2023-01-06 2024-05-15
7 UNITED HEALTH GROUP P 2023-01-06 2024-03-05
3 UNITED HEALTH GROUP P 2023-02-14 2024-03-05
65 VERIZONCOMMUNICATIONS P 2023-01-06 2024-05-16
5 HOME DEPOT 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 20,032   16,902 3,130
b 80,000   78,319 1,681
c 50,000   49,002 998
d 50,000   48,732 1,268
e 825   718 107
815   732 83
4,690   4,124 566
313   242 71
1,325   779 546
729   519 210
974   1,061 -87
115   115  
820   1,284 -464
2,154   1,521 633
133   101 32
384   452 -68
3,888   3,764 124
613   734 -121
1,886   2,475 -589
1,749   1,789 -40
2,710   2,544 166
2,059   1,738 321
588   465 123
2,634   2,234 400
584   452 132
809   654 155
1,144   877 267
869   660 209
160   144 16
218   138 80
4,038   2,894 1,144
1,395   1,419 -24
1,079   1,079  
271   243 28
3,712   2,025 1,687
3,043   3,434 -391
541   544 -3
2,410   2,469 -59
156   156  
1,227   1,087 140
284   263 21
1,354   1,710 -356
301   428 -127
602   857 -255
796   1,176 -380
599   497 102
205   175 30
2,250   2,104 146
349   392 -43
44   29 15
2,799   3,264 -465
789   979 -190
4,261   4,694 -433
474   495 -21
414   417 -3
3,057   2,395 662
154   121 33
1,515   1,196 319
1,013   808 205
2,730   3,381 -651
633   904 -271
682   957 -275
2,428   3,494 -1,066
396   547 -151
17,000   16,443 557
17,000   16,347 653
17,000   16,683 317
2,274   2,850 -576
1,121   1,414 -293
2,689   3,052 -363
1,622   1,473 149
1,953   1,966 -13
1,367   1,688 -321
2,099   1,344 755
2,558   1,643 915
1,645   1,683 -38
2,182   1,867 315
2,127   3,100 -973
1,477   1,269 208
3,316   3,430 -114
1,421   1,482 -61
2,618   2,754 -136
1,694   1,589 105
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       3,130
b       1,681
c       998
d       1,268
e       107
      83
      566
      71
      546
      210
      -87
       
      -464
      633
      32
      -68
      124
      -121
      -589
      -40
      166
      321
      123
      400
      132
      155
      267
      209
      16
      80
      1,144
      -24
       
      28
      1,687
      -391
      -3
      -59
       
      140
      21
      -356
      -127
      -255
      -380
      102
      30
      146
      -43
      15
      -465
      -190
      -433
      -21
      -3
      662
      33
      319
      205
      -651
      -271
      -275
      -1,066
      -151
      557
      653
      317
      -576
      -293
      -363
      149
      -13
      -321
      755
      915
      -38
      315
      -973
      208
      -114
      -61
      -136
      105
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 10,403
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 2,708
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,465
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  
3 Add lines 1 and 2........................... 3 1,465
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,465
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 53
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,518
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  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrow
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowDAVID L ORENSTEIN Telephone no.right arrow (413) 447-1900

Located atright arrow55 PITTSFIELD ROAD 5BLENOXMA ZIP+4right arrow01240
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
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
PETER GALE Vice President
0.50 		0    
214 DAWSON ROAD
HILLSDALE,NY12529
LYNN GALE President
0.50 		0    
8167 NICE WAY
SARASOTA,FL34238
BARBARA MAISEL SECY/TREAS
0.50 		0    
4894 bradshaw COURT
SAN DIEGO,CA92140
DAVID L ORENSTEIN CPA
0.50 		0    
150 PITTSFIELD ROAD E-1
LENOX,MA01240
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  
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
DAVID L ORENSTEIN CPA ACCOUNTING 7,572
55 PITTSFIELD ROAD 5B
LENOX,MA01240
RBC WEALTH MANAGEMENT INVESTMENT MANAGEMENT 23,888
200 PARK AVENUE2ND FL
FLORHAM PARK,NJ07932
Total number of others receiving over $50,000 for professional services.............right arrow  
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
3,005,307
b
Average of monthly cash balances.......................
1b
54,338
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,059,645
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
 
3
Subtract line 2 from line 1d.........................
3
3,059,645
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
45,895
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,013,750
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
150,688
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
150,688
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,465
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,465
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
149,223
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
149,223
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
149,223
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
142,024
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
142,024
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 7 149,223
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 136,864
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 142,024
a Applied to 2023, but not more than line 2a 136,864
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 5,160
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(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  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		144,063
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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
HAWTHORNE VALLEY ASSOCIATION


327 ROUTE 21C
GHENT,NY12075 		NONE exempt SCHOLARSHIP FUND, TUITION & FACULTY ASSISTANCE 2,500
HEVREH OF SOUTHERN BERKSHIRE


PO BOX 912
GREAT BARRINGTON,MA01230 		NONE exempt RELIGIOUS ACTIVITES 7,500
JEWISH FEDERATION OF THE BERKSHIRES


196 SOUTH STREET
PITTSFIELD,MA01201 		NONE exempt RELIGIOUS ACTIVITIES 13,000
TRUSTEES OF GRINNELL COLLEGE


733 BROAD STREET
GRINELL,IA50112 		NONE exempt EDUCATION 20,000
HELEN WOODWARD ANIMAL CENTER


PO BOX 64
RANCHO SANTA FE,CA92067 		NONE exempt ANIMAL SERVICES 800
MAMA'S KITCHEN


1875 SECOND AVENUE
SAN DIEGO,CA92101 		NONE exempt FOOD SERVICE 5,600
ACLU FOUNDATION INC


125 BROAD STREET - 18TH FLOOR
NEW YORK,NY10004 		NONE exempt PROTECT CIVIL LIBERTIES 4,000
MARCH OF DIMES


515 MADISON AVENUE 20TH FLOOR
NEW YORK,NY10022 		NONE exempt HEALTH SERVICES 2,000
NEURO CHALLENGE FOUNDATION


5602 MARQUESAS CIRCLE - STE 211
SARASOTA,FL34233 		NONE exempt MEDICAL SERVICES FOR PARKINSONS DISEASE 2,500
UNIVERSITY OF SOUTH FLORIDA FOUNDAT


4001 E FLETCHER AVENUE 6TH FL
TAMPA,FL33613 		NONE EXEMPT FURTHERANCE OF EDUCATION 10,000
FOUNDATION FOR ANIMAL CARE EDUCATIO


10455 SORRENTO VALLEY ROAD
SAN DIEGO,CA92121 		NONE EXEMPT PROVIDE FINANCIAL ASSISTANCE FOR EMERGENCY VETERINARY CARE FOR ANIMAL OWNERS UABLE TO AFFORD 8,100
CHILDREN FIRST INC


1723 N ORANGE AVENUE
SARASOTA,FL34234 		NONE EXEMPT PROMOTE EARLY CHILDHOOD EDUCATION AND DEVELOPMENT 5,000
DOUG VARONE DANCERS


260 W BROADWAY
NEW YORK,NY10013 		NONE EXEMPT TRAIN DANCERS AND CHOREOGRAPHERS AND PROMOTE THE ART OF DANCE. 2,000
MEMORIAL SLOANE KETTERING


1275 YORK AVENUE
NEW YORK,NY10065 		NONE EXEMPT SUPPORT RESEARCH AND FURTHER DEVELOP NEW TREAMENTS FOR CANCER 5,000
BERKSHIRE BOUNTY


33 COMMONWEALTH AVENUE
GREAT BARRINGTON,MA01230 		NONE EXEMPT collect bumper crops of fruit that ARE distributed to the hungry IN BERKSHIRE COUNTY, MA. 2,000
THE TREVOR PROJECT


8704 SANTA MONICA BOULEVARD
WEST HOLLYWOOD,CA90069 		NONE EXEMPT SEEK to PREVENT AND end suicide among gay, lesbian, bisexual, transgender, queer & questioning young people. 3,000
SARASOTA SHARKS INC


8587 POTTER PARK DRIVE
SARASOTA,FL34238 		NONE EXEMPT PROMOTE SWIMMING & COMPETITIVE ABILITY AMONGST YOUNG STUDENTS 9,000
THOMAS JEFFERSON UNIVERSITY


1020 WALNUT STREET
PHIALDELPHIA,PA19107 		NONE EXEMPT PROMOTE EDUCATION IN MEDICAL AND HEALTH SCIENCES FIELDS 5,000
JAZZ CLASSICS FOR CHANGE


56 FERN HILL ROAD
GHENT,NY12075 		NONE EXEMPT PROMOTE MUSICAL CONCERTS TO CONNECT TO ARTS IN WAYS THAT ARE HOPEFUL AND HEALING. 2,500
THE NATURE INSTITUTE


20 MAY HILL RD
GHENT,NY12075 		NONE EXEMPT The Institute serves as a local, national, and international forum for research, education, and the exchange of ideas about the re-visioning of science and technology in an effort to realign humanity with nature,conferences, leading workshops, training teachers, and lecturing widely. 2,000
MIND LEAPS


116 WEST 23RD STREET - SUITE 500
NEW YORK,NY10011 		NONE EXEMPT CREATE EDUCATIONAL PATHS FOR THE MOST VULNERABLE CHILDREN THROUGH CREATIVE ARTS PROGRAM BUILT ON DATA DRIVEN METRICS 1,000
GIRL RISING


834 STATE ROUTE 203
SPENCERTOWN,NY12165 		NONE PC ASSISTANCE TO PROVIDE ACCESS TO QUALITY EDUCATION FOR GIRLS WORLDWIDE. 7,500
RAINBOW RAILROAD


424 WEST 54TH ST
NEW YORK,NY10019 		NONE PC PROVIDE EMRGENCY TRAVEL SUPPORT & DIRECT LIVELIHOOD SUPPORT PROGRAMS 1,000
VOLUNTEERS IN MEDICINE


777 MAIN STREET
GREAT BARRINGTON,MA01230 		NONE PC ASSIST ACCESS TO MEDICAL CARE FOR LOWER INCOME PATIENTS 2,500
MANASOTA ASALH


PO BOX 2356
SARASOTA,FL34230 		NONE PC to promote, research, preserve, interpret and disseminate information about Black life, history and culture to the global community. 10,000
COLUMBIA COUNTY RECOVERY KITCHEN


PO BOX 268
HUDSON,NY12534 		NONE PC HELP FEED THE NEEDY 1,000
COMMUNITY FOUNDATIONS OF THE HUDSON


280 WALL STREET
KINGSTON,NY12401 		NONE PC COMMUNITY SERVICES 2,500
PILOTS TO THE RESCUE


PO BOX 220040
BROOKLYN,NY11222 		NONE PC RESCUE ANIMALS FROM CRITICAL SITUATIONS TO PREVENT EUTHANASIA 2,500
Total .................................right arrow 3a 139,500
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 ........... 		    14 9,160  
4 Dividends and interest from securities ....     3 103,393  
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 .....       12,554  
8 Gain or (loss) from sales of assets other than
inventory ............ 		        10,403
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) ..   125,107 10,403
13Total. Add line 12, columns (b), (d), and (e)..................
13
135,510
(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: 24020490
Software Version: 2024v5.2


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
BULOVA GALE FOUNDATION
EIN:
13-3866091
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
  7,572 5,048 0 2,524

TY 2024 InvestmentsCorpBondsSchedule
Name:
BULOVA GALE FOUNDATION
EIN:
13-3866091
Software ID:
24020490
Software Version:
2024v5.2
Name of Bond End of Year Book Value End of Year Fair Market Value
IBM 6.5% 1/28 13,203 13,640

TY 2024 InvestmentsCorpStockSchedule
Name:
BULOVA GALE FOUNDATION
EIN:
13-3866091
Software ID:
24020490
Software Version:
2024v5.2
Name of Stock End of Year Book Value End of Year Fair Market Value
JOHNSON & JOHNSON 24,709 49,994
APPLE INC. 32,178 210,610
FMC CORP 24,108 14,583
GRAHAM HOLDINGS COMPANY 25,136 54,059
SIMON PROPERTY GROUP INC 40,449 74,050
COINBASE GLOBAL 35,409 30,044
ONEMAIN HOLDINGS INC 25,003 24,240
AMERICAN ELECTRIC POWER CO 8,388 9,131
AMGEN INC 7,393 7,037
AT&T INC 7,908 10,724
BLACKROCK INC 7,640 10,251
CHEVRON CORP 8,103 7,242
CISCO SYSTEMS 8,474 10,301
CLOROX CO 8,867 9,744
COCA-COLA CO 7,960 8,218
CROWN CASTLE INC 10,255 7,533
CVS HEALTH CORP 11,645 7,092
DIGITAL REALTY TRUST 6,720 10,107
DOMINION ENERGY INC    
DUKE ENERGY CORP 7,901 8,619
ECLOAB INC 6,571 8,435
EXXON MOBIL CORP 7,662 7,852
GENERAL DYNAMICS 6,941 7,377
GILEAD SCIENCES INC 10,213 11,361
GSK PLC ADS 6,611 6,087
HOME DEPOT 8,231 9,725
HONEYWELL INTL INC 9,118 9,939
IBM CORP 7,210 10,771
JPMORGAN CHASE & CO 6,688 10,308
LOCKHEED MARTIN CORP 7,837 8,261
MCDONALDS CORP 8,765 8,987
MEDTRONIC PLC COM 9,272 8,947
NEXTERA ENERGY INC 7,313 8,029
PEPSICO INC 8,052 6,843
PNC FINANCIAL SVCS GROUP 7,699 9,835
PROCTOR & GAMBLE CO 8,563 9,556
RESTAURANT BRANDS INTERNATIONAL INC COM 8,022 7,431
STARBUCKS CORP    
TEXAS INSTRUMENTS INCORPORATED 7,575 8,250
TRUIST FINANCIAL CORPORATION 7,582 8,893
UNION PACIFIC CORP 7,287 7,525
UNITED HEALTH GROUP    
US BANCORP 9,545 10,523
VERIZON COMMUNICATIONS 7,687 8,087
VISA INC 7,552 9,797
WILLIAMS COMPANIES INC 6,692 10,932
XCEL ENERGY INC    
MICROSOFT CORP 6,365 8,852
AIR PRODUCTS & CHEMICALS 8,247 9,861
BANK OF AMERICA 8,395 9,449
CME GROUP INC 8,190 9,057
HERSHEY COMPANY 7,928 6,604
LYONDELLBASELL INDUSTRIES NV 8,659 6,312
MORGAN STANLEY 8,107 10,435
PFIZER INC 8,388 7,720
PUBLIC STORAGE 8,358 8,684
SOUTHERN CO 8,100 8,561
T MOBILE USA 8,316 11,037
WALMART INC 8,041 12,017
MERCK & CO INC 8,156 6,267

TY 2024 InvestmentsGovtObligationsSch
Name:
BULOVA GALE FOUNDATION
EIN:
13-3866091
Software ID:
24020490
Software Version:
2024v5.2
US Government Securities - End of Year Book Value:

133,593
US Government Securities - End of Year Fair Market Value:

135,873
State & Local Government Securities - End of Year Book Value:


8,198
State & Local Government Securities - End of Year Fair Market Value:


8,461


TY 2024 InvestmentsOtherSchedule2
Name:
BULOVA GALE FOUNDATION
EIN:
13-3866091
Software ID:
24020490
Software Version:
2024v5.2
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
COHEN & STEERS QUAL INC REALTY AT COST 90,015 76,255
BLACKROCK HEALTH SCIENCES OPPORTUNITIES AT COST 168,968 182,324
COHEN & STEERS INFRASTRUCTURE FUND AT COST 64,098 61,775
ISHARES CORE S&P SMALL CAP FD AT COST 47,690 51,158
BROOKFIELD INFRASTRUCTURE PARTNERS AT COST 41,520 73,151
MFS SER TR X INTRINSIC VAL FD AT COST 128,706 112,014
SELECT SECTOR SPDR TECHNOLOGY AT COST 21,673 89,288
ETF AMPLIFY BLUESTAR ISRAEL TECH AT COST 39,937 76,650
ISHARES US MEDICAL DEVICES AT COST 33,446 53,215
EATON VANCE TAX ADVANTAGE GLOBAL DIV AT COST 149,941 145,179
GLOBAL X NASDAQ 100 COVERED CALL AT COST 52,438 56,250
ISHARES CORE DIVIDEND GROWTH AT COST 88,041 121,453
ETF SERIES SOLUTIONS US GLOBAL JETS AT COST 25,012 29,660
GLOBAL X US INFRASTRUCTURE DEV ETF AT COST 52,675 73,789
ISHARES US FINANCIAL SERVICES ETF AT COST 112,631 155,464
SELECT SECTOR SPDR TR BEN INT'L ENERGY AT COST 78,146 115,641
LORD ABBETTFLTG RATE FUND CL F AT COST 227,552 224,589
VANECK BDC INCOME ETF AT COST 49,863 47,229
AMPLIFY CWP ENHANCED DIVIDEND INCOME AT COST 199,818 237,334
ISHARES US REGIONAL BANKSD AT COST 30,086 23,417

TY 2024 OtherIncomeSchedule2
Name:
BULOVA GALE FOUNDATION
EIN:
13-3866091
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Other Investment Income 12,554 12,554 12,554


TY 2024 OtherProfessionalFeesSchedule
Name:
BULOVA GALE FOUNDATION
EIN:
13-3866091
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
investment management fees 23,887 23,887 0 0


TY 2024 TaxesSchedule
Name:
BULOVA GALE FOUNDATION
EIN:
13-3866091
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
federal excise tax 1,036 1,036    
foreign taxes on dividend 169 169