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 05-01-2024 , and ending 04-30-2025
Name of foundation
John A McNeice Jr Charitable Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)co Choate PO Box 961019
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Boston, MA02196
A Employer identification number

04-3371560
B Telephone number (see instructions)

(617) 248-4045
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$73,178,981J 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) 246,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,775,595 1,775,595  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,249,067
b Gross sales price for all assets on line 6a 27,377,254
7 Capital gain net income (from Part IV, line 2)... 3,249,067
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 5,270,662 5,024,662  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 98,098 0   98,098
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
6,625 3,313   3,312
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
484,170 205,170   279,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
103,688 41,867   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,499 111   2,388
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 695,080 250,461   382,798
25 Contributions, gifts, grants paid....... 4,418,950 4,418,950
26 Total expenses and disbursements. Add lines 24 and 25 5,114,030 250,461   4,801,748
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 156,632
b Net investment income (if negative, enter -0-) 4,774,201
c Adjusted net income (if negative, enter -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.............      
2 Savings and temporary cash investments......... 2,855,378 5,206,412 5,206,412
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) 3,498,267 Click to see attachment
List of Attached Documents:
// Content
5,436,769 		5,436,769
b Investments—corporate stock (attach schedule)....... 57,776,931 Click to see attachment
List of Attached Documents:
// Content
53,989,763 		53,989,763
c Investments—corporate bonds (attach schedule)....... 7,312,888 Click to see attachment
List of Attached Documents:
// Content
8,546,037 		8,546,037
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)..........      
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) 71,443,464 73,178,981 73,178,981
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
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........ 71,443,464 73,178,981
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 71,443,464 73,178,981
30 Total liabilities and net assets/fund balances (see instructions). 71,443,464 73,178,981
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
71,443,464
2
Enter amount from Part I, line 27a .....................
2
156,632
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,578,885
4
Add lines 1, 2, and 3 ..........................
4
73,178,981
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
73,178,981
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 Publicly Traded Securities P    
b Capital Gains Dividends P    
c
d
e
(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 27,099,465   24,128,187 2,971,278
b 277,789     277,789
c
d
e
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       2,971,278
b       277,789
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,249,067
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 66,361
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 66,361
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 66,361
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 71,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 71,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 4,839
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow4,839 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
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 arrowMA
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 arrowmcneicefoundation.org
14
The books are in care ofright arrowChoate Hall Stewart LLP Telephone no.right arrow (617) 248-4045

Located atright arrowTwo International PlaceBostonMA ZIP+4right arrow02110
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)
Yes
 
(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
Cameron Casey Trustee
1.00 		0 0 0
c/o Choate LLP Two International
Place
Boston,MA02110
John Shaughnessy Jr Trustee
1.00 		0 0 0
c/o Choate LLP Two International
Place
Boston,MA02110
George Ashur Trustee
1.00 		0 0 0
c/o Choate LLP Two International
Place
Boston,MA02110
Edward G Casey Trustee
1.00 		0 0 0
c/o Choate LLP Two International
Place
Boston,MA02110
Margarete A Portanova Trustee/Executive Director
10.00 		61,836 36,262 0
c/o Choate LLP Two International
Place
Boston,MA02110
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
Choate Hall & Stewart Investment Management and Legal 265,104
Two International Place
Boston,MA02110
GW & K Investment Management Investment Advisory 205,059
222 Berkeley Street
Boston,MA02116
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
73,195,084
b
Average of monthly cash balances.......................
1b
3,179,153
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
76,374,237
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
76,374,237
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,145,614
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
75,228,623
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,761,431
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
3,761,431
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
66,361
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
66,361
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,695,070
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,695,070
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
3,695,070
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
4,801,748
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
4,801,748
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 3,695,070
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 809,331
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,801,748
a Applied to 2023, but not more than line 2a 809,331
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..... 3,695,070
e Remaining amount distributed out of corpus 297,347
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 5 297,347
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		297,347
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.... 297,347
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 e-mail address of the person to whom applications should be addressed:
The Board of Trustees
c/o Choate PO Box 961019
Boston,MA02196
(617) 248-4045
mcneicefoundation@choate.com
bThe form in which applications should be submitted and information and materials they should include:
Interested applicants may request a "preliminary" application from the Foundation, complete it, and return the application by the end of the first month in their application cycle. The initial "preliminary" application can be found on the Foundation's website. The Trustees and their advisors will then review all received "preliminary" applications, and then decide which applicants will be invited to submit a "final" application ("final" applications are by invitation only). Applicants may be requested to provide a description of their organization, a description of the funding need, a budget, a Board list, financial and tax reports, and other materials deemed necessary by the Trustees to approve the application. Applicants may be required to submit their materials both online and by mail.
cAny submission deadlines:
Awards are reviewed in 4-month cycles, from October-January, and from April-July.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
The Foundation makes distributions primarily to the Roman Catholic Church and Church related charitable, educational, and medical organizations. More specifically, the Foundation pays grants to support and promote (1) the Catholic faith and mission of the Catholic Church; (2) the education, training, and development, both spiritual and intellectual, of young people; (3) those who are unable to support themselves. Applicants must comply with these goals. Additionally, preference will be shown to applicants with clear and immediate intentions for using granted funds, and that show clean and compliant financial reports, budgets, and tax records. Awards are generally between $25,000 to $250,000 per year, and are rarely paid to organizations located outside Massachusetts.
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

Austin Preparatory School

101 Willow Street
Reading,MA01867 		N/A PC General Purpose 250,000

Campaign for Catholic Schools

66 Brooks Drive
Braintree,MA02184 		N/A PC General Purpose 250,000

Cardinal Spellman High School

738 Court Street
Brockton,MA02302 		N/A PC General Purpose 350,000

Catholic Center at Northeastern University

68 St Stephen Street
Boston,MA02115 		N/A PC General Purpose 200,000

Daughters of St Paul

50 St Pauls Avenue
Boston,MA02130 		N/A PC General Purpose 250,000

Friends of the Unborn Inc

425 Grove Street
Braintree,MA02184 		N/A PC General Purpose 50,000

Harvard Catholic Forum

29 Mount Auburn Street
Cambridge,MA02138 		N/A PC General Purpose 25,000

Holy Rosary Shrine

34 Common Street
Lawrence,MA01843 		N/A PC General Purpose 113,950

Lawrence Catholic Academy

101 Parker Street
Lawrence,MA01843 		N/A PC General Purpose 110,000

Lowell Catholic Inc

530 Stevens Street
Lowell,MA01851 		N/A PC General Purpose 125,000

Montrose School

29 North Street
Medfield,MA02052 		N/A PC General Purpose 200,000

My Brothers Keeper Inc

PO Box 338
North Easton,MA02356 		N/A PC General Purpose 150,000

Notre Dame Academy

1073 Main Street
Hingham,MA02043 		N/A PC General Purpose 25,000

Oblates of the Virgin Mary

2 Ipswich Street
Boston,MA02215 		N/A PC General Purpose 200,000

Ron Burton Training Village Camp

PO Box 2
Hubbardston,MA01452 		N/A PC General Purpose 125,000

Saint Bridget School

455 Plymouth Street
Abington,MA02351 		N/A PC General Purpose 200,000

Saint Columbkille Partnership School

25 Arlington Street
Brighton,MA02492 		N/A PC General Purpose 50,000

Saint Francis House Inc

39 Boylston Street
Boston,MA02116 		N/A PC General Purpose 200,000

Saint Thomas the Apostle Parish

111 Exchange Street
Millis,MA02054 		N/A PC General Purpose 250,000

Servants of Christ Ministries

87 A Maple Street
Scituate,MA02066 		N/A PC General Purpose 120,000

South Shore Community Action Council

71 Obery Street
Plymouth,MA02360 		N/A PC General Purpose 200,000

St Benedict Classical Academy

2 Pleasant Street
Natick,MA01760 		N/A PC General Purpose 75,000

St John the Baptist Catholic Church

44 School Street
Quincy,MA02169 		N/A PC General Purpose 350,000

The Catholic Community Fund of the Archdiocese of Boston

66 Brooks Drive
Braintree,MA02184 		N/A PC General Purpose 250,000

The Men's March

61 Winter Street
Wrentham,MA02093 		N/A PC General Purpose 25,000

Three Sisters Garden Project

PO Box 422
Ipswich,MA01938 		N/A PC General Purpose 25,000

Trustees of Boston College

140 Commonwealth Avenue
Chestnut Hill,MA02467 		N/A PC General Purpose 250,000
Total .................................right arrow 3a 4,418,950
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 1,775,595  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 3,249,067  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 5,024,662 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,024,662
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
John A McNeice Jr Charitable Foundation
 
Employer identification number

04-3371560
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

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

527 political organization


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

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

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
John A McNeice Jr Charitable Foundation
  		Employer identification number
04-3371560
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
John McNeice 1968 Irr Trust
 
c/o Choate LLP PO Box 961019
 
Boston, MA02196

$ 246,000


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
John A McNeice Jr Charitable Foundation
  		Employer identification number

04-3371560
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
John A McNeice Jr Charitable Foundation
  		Employer identification number

04-3371560
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
John A McNeice Jr Charitable Foundation
EIN:
04-3371560
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Tax Prep Fees 6,625 3,313   3,312

TY 2024 InvestmentsCorpBondsSchedule
Name:
John A McNeice Jr Charitable Foundation
EIN:
04-3371560
Name of Bond End of Year Book Value End of Year Fair Market Value
71000 units Aircastle LTD 4.25% 71,450 71,450
72000 units American Tower Corp 5.9% 77,290 77,290
91000 units Bank of America 4.33% 74,225 74,225
76000 units Boeing Co 5.15% 78,628 78,628
77000 units Broadcom Inc 4.55% 76,205 76,205
147000 units Carmax Auto Owner Trust 4.63% 147,428 147,428
72000 units Celanese US Holdings 6.55% 74,294 74,294
78000 units Charter Communications 5.05% 78,243 78,243
81000 units CommonSpirit Health 3.347% 76,909 76,909
73000 units Crown Castle Intl Corp 4.3% 72,338 72,338
74000 units CVS Health Corp 5.4% 77,496 77,496
123046.075 units DFA Investment Grade Portfolio 1,241,535 1,241,535
75000 units Diamondback Energy Inc 3.5% 72,311 72,311
70000 units Energy Transfer LP 6.55% 75,778 75,778
76000 units Expand Energy Corp 5.375% 75,933 75,933
77000 units Fiserv 4.2% 76,526 76,526
71000 units General Motors Financial Co 5.8% 73,830 73,830
75000 units GM Financial Consumer Auto 4.86% 76,035 76,035
84000 units HCA 3.5% 78,835 78,835
57336.52 units John Deere Owner Trust 5.18% 57,832 57,832
100000 units JP Morgan Chase 3.157% 74,706 74,706
83000 units KB Home 4% 76,044 76,044
75000 units L3Harris Technologies 5.25% 78,299 78,299
118000 units Microsoft Corp 2.525% 74,342 74,342
77000 units Morgan Stanley 4.431% 77,349 77,349
77000 units Murphy Oil Corp 6% 70,438 70,438
302147.02 units Payden Absolute Return Bond Fund 2,861,332 2,861,332
78000 units PNC Financial Services Group 5.068% 78,201 78,201
87000 units Sonoco Products 2.85% 76,014 76,014
81000 units The Campbell's Company 2.375% 72,717 72,717
69390.82 units United Airlines 5.45% 69,797 69,797
73000 units US Bancorp 5.775% 77,142 77,142
104000 units Verizon 3.55% 73,972 73,972
75000 units Verizon Master Trust 5.16% 75,865 75,865
75000 units American Express 5.28281% 75,298 75,298
76000 units Amgen 5.6% 74,640 74,640
108000 units Ball Corp 2.875% 96,284 96,284
40207.255 units Brandywine Global High Yield Fund 404,609 404,609
6000 units Citigroup Inc 6.25% 6,097 6,097
67000 units Citigroup Inc 7.625% 69,876 69,876
7000 units Diamondback Energy 6.25% 7,364 7,364
65000 units Discover Financial Services 7.964% 77,134 77,134
83000 units Duke Energy 2.55% 73,515 73,515
79000 units Encompass Health Corp 4.75% 77,691 77,691
81000 units Equinix 3.2% 77,379 77,379
70000 units Ford Motor Co 7.45% 75,324 75,324
73000 units Goldman Sachs Group 6.85% 73,345 73,345
75000 units Hyatt Hotels 5.75% 75,420 75,420
75000 units MGM Resorts 4.75% 72,462 72,462
76000 units Navient Corp 5% 75,726 75,726
75000 units NuStar Logistics 6.375% 76,542 76,542
68000 units Occidental Petroleum 7.875% 74,725 74,725
74000 units SLM Corp 6.5% 77,605 77,605
15000 units Teva Pharmaceutical Finance 6.15% 14,903 14,903
74000 units Teva Pharmaceutical Finance 3.15% 71,763 71,763
74000 units Truist Financial Corp 76,692 76,692
104000 units United Rentals North America 3.875% 95,807 95,807
72000 units Wells Fargo 7.625% 76,497 76,497

TY 2024 InvestmentsCorpStockSchedule
Name:
John A McNeice Jr Charitable Foundation
EIN:
04-3371560
Name of Stock End of Year Book Value End of Year Fair Market Value
56 units APD 15,281 15,281
39 units ALB 2,283 2,283
25 units AVY 4,278 4,278
91 units BALL 4,727 4,727
68 units CF 5,329 5,329
188 units CTVA 11,654 11,654
185 units DOW 5,659 5,659
129 units DD 8,513 8,513
64 units ECL 16,092 16,092
468 units FCX 16,932 16,932
84 units IFF 6,591 6,591
1479 units IP 67,561 67,561
190 units MLM 99,556 99,556
297 units NEM 15,646 15,646
53 units NUE 6,356 6,356
30 units PKG 5,568 5,568
68 units PPG 7,402 7,402
60 units SHW 21,175 21,175
70 units VMC 18,363 18,363
140 units MMM 19,447 19,447
59 units AME 10,005 10,005
105 units ADP 31,563 31,563
198 units BA 36,282 36,282
547 units BR 132,593 132,593
316 units CARR 19,763 19,763
129 units CAT 40,078 40,078
111 units CTAS 23,496 23,496
259 units CPRT 15,807 15,807
38 units CMI 11,166 11,166
66 units DE 30,702 30,702
208 units DAL 8,659 8,659
49 units DOV 8,362 8,362
37 units EFX 9,625 9,625
63 units EXPD 6,924 6,924
1070 units FAST 87,131 87,131
108 units FTV 7,527 7,527
276 units GE 55,625 55,625
58 units GD 15,870 15,870
72 units GEV 26,717 26,717
167 units HON 35,154 35,154
133 units HWM 18,431 18,431
200 units IEX 34,794 34,794
59 units ITW 14,155 14,155
112 units IR 8,448 8,448
42 units J 5,200 5,200
193 units JCI 16,193 16,193
50 units LHX 11,001 11,001
60 units LDOS 8,831 8,831
54 units LMT 25,799 25,799
96 units MAS 5,819 5,819
57 units NSC 12,771 12,771
36 units NOC 17,514 17,514
48 units ODFL 7,357 7,357
107 units OTIS 10,301 10,301
133 units PCAR 11,998 11,998
33 units PH 19,967 19,967
835 units PAYX 122,845 122,845
1085 units PWR 317,569 317,569
55 units RSG 13,791 13,791
34 units ROK 8,421 8,421
862 units RTX 108,724 108,724
189 units LUV 5,284 5,284
76 units SWK 4,562 4,562
84 units TXT 5,911 5,911
83 units TDG 117,285 117,285
576 units UBER 46,662 46,662
155 units UNP 33,427 33,427
105 units UAL 7,226 7,226
184 units UPS 17,535 17,535
17 units URI 10,735 10,735
41 units VRSK 12,154 12,154
78 units WM 18,202 18,202
48 units WAB 8,868 8,868
11 units GWW 11,267 11,267
73 units XYL 8,802 8,802
8011 units AMZN 1,477,389 1,477,389
4 units AZO 15,050 15,050
84 units BBY 5,602 5,602
9 units BKNG 45,894 45,894
334 units CCL 6,126 6,126
357 units CMG 18,036 18,036
33 units DRI 6,667 6,667
15 units DPZ 7,356 7,356
75 units DHI 9,476 9,476
171 units EBAY 11,655 11,655
37 units EXPE 5,806 5,806
880 units F 8,809 8,809
262 units GM 11,853 11,853
41 units GPC 4,820 4,820
65 units HLT 14,656 14,656
2033 units HD 732,876 732,876
102 units LVS 3,740 3,740
63 units LEN 6,874 6,874
88 units LKQ 3,362 3,362
146 units LOW 32,808 32,808
62 units MAR 14,792 14,792
184 units MCD 58,816 58,816
103 units MGM 3,240 3,240
309 units NKE 17,428 17,428
1 unit NVR 7,126 7,126
79 units ORLY 111,801 111,801
75 units PHM 7,694 7,694
86 units ROST 11,954 11,954
48 units RCL 10,316 10,316
301 units SBUX 24,095 24,095
732 units TSLA 206,541 206,541
5784 units TJX 744,285 744,285
175 units TSCO 8,859 8,859
16 units ULTA 6,330 6,330
63 units YUM 9,478 9,478
448 units MO 26,499 26,499
145 units ADM 6,924 6,924
67 units BG 5,274 5,274
84 units CHD 8,345 8,345
52 units CLX 7,463 7,463
2247 units KO 163,020 163,020
181 units CL 16,781 16,781
204 units CAG 5,112 5,112
43 units STX 8,108 8,108
117 units COST 116,357 116,357
68 units DG 6,371 6,371
54 units DLTR 4,416 4,416
65 units EL 3,897 3,897
131 units GIS 7,512 7,512
37 units HSY 6,186 6,186
31 units SJM 3,604 3,604
102 units K 8,443 8,443
79 units KMB 10,411 10,411
223 units KHC 6,489 6,489
183 units KR 13,214 13,214
87 units MKC 6,669 6,669
306 units MDLZ 20,848 20,848
351 units PEP 47,589 47,589
1404 units PM 240,589 240,589
2195 units PG 359,161 359,161
132 units SYY 9,425 9,425
118 units TGT 11,411 11,411
114 units TSN 6,981 6,981
343 units WBA 3,763 3,763
9038 units WMT 878,946 878,946
2410 units GOOGL 382,708 382,708
5475 units GOOG 880,873 880,873
2014 units T 56,347 56,347
30 units CHTR 11,756 11,756
1006 units CMCSA 34,405 34,405
70 umits EA 10,156 10,156
134 units FOXA 6,672 6,672
154 units IPG 3,868 3,868
687 units META 377,163 377,163
116 units NFLX 131,280 131,280
78 units OMC 5,940 5,940
38 units TTWO 8,866 8,866
353 units TMUS 87,173 87,173
1072 units VZ 47,959 47,959
3349 units DIS 304,592 304,592
617 units WBD 5,349 5,349
298 units BKR 10,549 10,549
426 units CVX 57,962 57,962
348 units COP 31,014 31,014
208 units CTRA 5,108 5,108
135 units DVN 4,105 4,105
52 units FANG 6,865 6,865
3420 units EOG 377,329 377,329
1228 units XOM 129,714 129,714
179 units HAL 3,548 3,548
71 units HES 9,163 9,163
483 units KMI 12,844 12,844
93 units MPC 12,779 12,779
171 units OXY 6,739 6,739
148 units OKE 12,160 12,160
110 units PSX 11,447 11,447
59 units PXD 12,070 12,070
415 units SHEL 26,759 26,759
86 units VLO 9,984 9,984
309 units WMB 18,098 18,098
154 units AFL 16,737 16,737
68 units ALL 13,491 13,491
146 units AXP 39,016 39,016
189 units AIG 15,407 15,407
26 units AMP 12,247 12,247
51 units AON 18,094 18,094
98 units APO 13,375 13,375
281 units AJG 90,114 90,114
123 units AIZ 23,707 23,707
1749 units BAC 69,750 69,750
198 units BK 16,014 16,014
490 units BRKB 261,293 261,293
128 units BLK 117,025 117,025
195 units BX 25,865 25,865
96 units COF 17,305 17,305
35 units CBOE 7,763 7,763
447 units SCHW 36,386 36,386
51 units CINF 7,100 7,100
484 units C 33,096 33,096
2069 units CFG 77,194 77,194
92 units CME 25,491 25,491
20 units CPAY 6,507 6,507
51 units DFS 9,316 9,316
115 units FIS 9,071 9,071
241 units FITB 8,662 8,662
3457 units FI 638,058 638,058
82 units GPN 6,257 6,257
83 units GS 45,447 45,447
93 units HIG 11,408 11,408
388 units HBAN 5,638 5,638
145 units ICE 24,356 24,356
1422 units JPM 347,850 347,850
72 units MKTX 15,954 15,954
125 units MMC 28,286 28,286
1577 units MA 865,514 865,514
215 units MET 16,205 16,205
36 units MCO 16,312 16,312
1057 units MS 122,977 122,977
530 units MSCI 288,908 288,908
48 units MTB 8,148 8,148
128 units NDAQ 9,755 9,755
80 units NTRS 7,518 7,518
282 units PYPL 18,567 18,567
101 units PNC 16,391 16,391
92 units PFG 6,822 6,822
1599 units PGR 450,502 450,502
132 units PRU 13,558 13,558
69 units RJF 9,456 9,456
335 units RF 6,837 6,837
82 units SPGI 41,004 41,004
106 units STT 9,339 9,339
125 units SYF 6,494 6,494
58 units TRV 15,320 15,320
70 units TROW 6,199 6,199
370 units USB 14,926 14,926
434 units V 149,947 149,947
914 units WFC 64,903 64,903
6611 units ABT 868,318 868,318
1563 units ABBV 307,619 307,619
78 units A 8,393 8,393
18 units ALGN 3,119 3,119
379 units AMGN 110,259 110,259
166 units BAX 5,174 5,174
73 units BDX 15,118 15,118
43 units BIIB 5,206 5,206
70 units BIO 17,086 17,086
426 units BSX 43,823 43,823
535 units BMY 27,189 27,189
81 units CAH 11,444 11,444
44 units COR 12,877 12,877
134 units CNC 8,020 8,020
85 units CI 28,903 28,903
60 units COO 4,900 4,900
158 units CSLLY 12,697 12,697
333 units CVS 22,436 22,436
1542 units DHR 307,367 307,367
98 units DXCM 6,995 6,995
165 units EW 12,456 12,456
58 units ELV 24,394 24,394
778 units LLY 699,383 699,383
92 units GEHC 6,474 6,474
338 units GILD 36,011 36,011
60 units HCA 20,705 20,705
297 units HOLX 17,285 17,285
31 units HUM 8,129 8,129
184 units IDXX 79,608 79,608
90 units ISRG 46,422 46,422
38 units IQV 5,893 5,893
612 units JNJ 95,662 95,662
32 units LH 7,712 7,712
33 units MCK 23,522 23,522
1408 units MRK 119,962 119,962
6 units MTD 6,423 6,423
1435 units PFE 35,028 35,028
39 units DGX 6,951 6,951
26 units REGN 15,568 15,568
47 units RMD 11,120 11,120
52 units RVTY 4,862 4,862
446 units STE 100,234 100,234
86 units SYK 32,157 32,157
283 units TMO 121,407 121,407
1354 units UNH 557,090 557,090
77 units VRTX 39,232 39,232
23 units WAT 7,998 7,998
20 units WST 4,230 4,230
64 units ZBH 6,595 6,595
117 units ZTS 18,357 18,357
1003 units ADBE 376,105 376,105
460 units AMD 44,781 44,781
66 units AKAM 5,318 5,318
270 units APH 20,777 20,777
126 units ADI 24,560 24,560
27 units ANSS 8,691 8,691
7688 units AAPL 1,633,700 1,633,700
223 units AMAT 33,608 33,608
308 units ANET 25,339 25,339
54 units ADSK 14,810 14,810
2755 units AVGO 530,255 530,255
73 units CDNS 21,735 21,735
2503 units CSCO 144,498 144,498
135 units CTSH 9,932 9,932
232 units GLW 10,296 10,296
84 units DELL 7,752 7,752
6 units FICO 11,938 11,938
180 units FTNT 18,677 18,677
22 units IT 9,264 9,264
442 units HPE 7,169 7,169
289 units HPQ 7,390 7,390
1143 units INTC 22,974 22,974
232 units IBM 56,102 56,102
71 units INTU 44,550 44,550
59 units KEYS 8,579 8,579
35 units KLAC 24,594 24,594
330 units LRCX 23,651 23,651
137 units MCHP 6,313 6,313
285 units MU 21,931 21,931
4429 units MSFT 1,750,607 1,750,607
52 units MSI 22,900 22,900
80 units NTAP 7,180 7,180
15177 units NVDA 1,653,079 1,653,079
428 units ORCL 60,228 60,228
174 units PANW 32,526 32,526
284 units QCOM 42,163 42,163
27 units ROP 15,122 15,122
266 units CRM 71,477 71,477
138 units NOW 131,791 131,791
53 units SWKS 3,407 3,407
39 units SNPS 17,901 17,901
16 units TDY 7,456 7,456
231 units TXN 37,286 37,286
14 untis TYL 7,606 7,606
48 units VRSN 13,542 13,542
90 units WDC 3,947 3,947
104 units ZBRA 26,033 26,033
58 units ARE 4,214 4,214
493 units AMT 111,127 111,127
46 units AVB 9,659 9,659
97 units CBRE 11,851 11,851
110 units CCI 11,634 11,634
86 units DLR 13,806 13,806
24 units EQIX 20,658 20,658
25 units ESS 6,979 6,979
65 units EXR 9,524 9,524
53 units FRT 4,983 4,983
919 units DOC 16,395 16,395
107 units IRM 9,595 9,595
334 units KIM 6,673 6,673
235 units PLD 24,017 24,017
41 units PSA 12,318 12,318
197 units O 11,398 11,398
36 units SBAC 8,762 8,762
83 units SPG 13,063 13,063
205 units SUI 25,508 25,508
114 units VTR 7,989 7,989
180 units WELL 27,466 27,466
250 units WY 6,478 6,478
280 units AES 2,800 2,800
86 units AEE 8,535 8,535
118 units AEP 12,784 12,784
53 units AWK 7,792 7,792
67 units ATO 10,762 10,762
239 units CNP 9,268 9,268
94 units CMS 6,923 6,923
144 units ED 16,236 16,236
94 units CEG 21,003 21,003
221 units D 12,018 12,018
68 units DTE 9,316 9,316
196 units DUK 23,916 23,916
115 units EIX 6,154 6,154
1480 units ETR 123,092 123,092
110 units EVRG 7,601 7,601
113 units ES 6,721 6,721
186 units FE 7,976 7,976
521 units NEE 34,844 34,844
94 units NRG 10,301 10,301
141 units PEG 11,270 11,270
144 units SRE 10,695 10,695
236 units SO 21,686 21,686
90 units WEC 9,857 9,857
140 units XEL 9,898 9,898
43657.50 units APHTX 947,804 947,804
7786 units IVV 4,344,277 4,344,277
120 units ATR 17,994 17,994
160 units EXP 36,222 36,222
1425 units ESI 29,084 29,084
150 units KWR 15,891 15,891
285 units RPM 30,424 30,424
47 units STLD 6,096 6,096
1246 units APG 47,136 47,136
67 units AIT 16,300 16,300
20 units AXON 12,266 12,266
735 units BAH 88,215 88,215
43 units BLDR 5,144 5,144
905 units CWST 106,292 106,292
132 units GTLS 17,817 17,817
97 units FIX 38,562 38,562
502 units CSX 14,091 14,091
145 units EMR 15,241 15,241
182 units EXPO 14,320 14,320
410 units FSS 33,386 33,386
59 units FDX 12,409 12,409
455 units FERG 77,581 77,581
1073 units FTA 114,929 114,929
1942 units GTES 36,743 36,743
21 units HUBB 7,627 7,627
250 units ITT 34,255 34,255
120 units LECO 21,144 21,144
150 units NDSN 28,436 28,436
165 units PCTY 31,697 31,697
94 units POWL 17,212 17,212
121 units RBC 39,757 39,757
675 units SNDR 14,506 14,506
130 units SSD 19,980 19,980
224 units SITE 25,717 25,717
255 units TTC 17,411 17,411
65 units VLTO 6,234 6,234
259 units WSO 119,099 119,099
126 units ABNB 15,362 15,362
291 units BFAM 36,497 36,497
130 units BURL 29,255 29,255
105 units CVCO 51,854 51,854
189 units CHDN 17,087 17,087
53 units DECK 5,874 5,874
80 units DASH 15,431 15,431
310 units DORM 35,123 35,123
497 units THRM 12,927 12,927
140 units LOPE 24,972 24,972
88 units GPI 35,519 35,519
75 units POOL 21,986 21,986
1025 units SCI 81,898 81,898
310 units TXRH 51,448 51,448
610 units TPH 18,758 18,758
38 units WSM 5,895 5,895
405 units BJ 47,612 47,612
489 units KVUE 11,540 11,540
321 units KDP 11,103 11,103
185 units LANC 30,114 30,114
187 units MNST 11,242 11,242
1735 units PFGC 139,945 139,945
129 units MTCH 3,826 3,826
155 units EQT 7,663 7,663
875 units MGY 17,964 17,964
355 units MTDR 14,037 14,037
515 units OVV 17,294 17,294
1700 units PR 20,060 20,060
64 units TRGP 11,002 11,002
6 units TPL 7,733 7,733
3215 units VNOM 129,661 129,661
1525 units ALLY 49,807 49,807
775 units AUB 21,468 21,468
94 units BRO 10,396 10,396
3375 units CODI 58,016 58,016
193 units CFR 22,479 22,479
16 units FDS 6,916 6,916
1200 units FNF 76,860 76,860
400 units GBCI 16,304 16,304
80 units KNSL 34,821 34,821
148 units KKR 16,912 16,912
277 units LPLA 88,582 88,582
4610 units ORI 173,336 173,336
336 units PNFP 33,681 33,681
174 units PIPR 41,955 41,955
320 units SF 27,421 27,421
339 units TFC 12,997 12,997
180 units UMBF 17,023 17,023
570 units VOYA 33,744 33,744
285 units WTFC 31,683 31,683
390 units ACHC 9,126 9,126
314 units AZTA 8,271 8,271
500 units GMED 35,885 35,885
387 units HALO 23,770 23,770
357 units INSM 25,704 25,704
26 units PODD 6,560 6,560
208 units ITGR 26,272 26,272
60 units MEDP 18,503 18,503
108 units MRNA 3,082 3,082
17 units MOH 5,559 5,559
202 units NTRA 30,488 30,488
298 units NBIX 32,092 32,092
37 units QGEN 1,582 1,582
35 units SOLV 2,314 2,314
1021 TNDM 17,204 17,204
505 units VCEL 19,200 19,200
476 units VTRS 4,008 4,008
3237 units CCCS 29,975 29,975
39 units CDW 6,262 6,262
717 units CGNX 19,574 19,574
54 units CRWD 23,159 23,159
41 units ENPH 1,828 1,828
250 units ENTG 19,805 19,805
18 units EPAM 2,824 2,824
31 units FSLR 3,900 3,900
39 units GDDY 7,345 7,345
125 units JBL 18,320 18,320
332 units MTSI 34,445 34,445
124 units MANH 21,996 21,996
9 units MPWR 5,338 5,338
84 units ON 3,335 3,335
552 units PLTR 65,379 65,379
370 units PCOR 23,713 23,713
44 units PTC 6,819 6,819
1203 units SAIL 20,643 20,643
131 units SMCI 4,174 4,174
56 units TER 4,156 4,156
52 units WDAY 12,740 12,740
325 units ADC 25,306 25,306
44 units CPT 5,007 5,007
114 units CSGP 8,455 8,455
130 units EGP 21,245 21,245
224 units INVH 7,659 7,659
380 units NSA 14,136 14,136
267 units VICI 8,549 8,549
1675 units WTRG 68,893 68,893
241 units EXC 11,303 11,303
235 units IDA 27,751 27,751
585 units PCG 9,664 9,664
485 units POR 20,428 20,428
85 units VST 11,019 11,019
33620.226 units GWEIX 997,176 997,176
2530 units VO 647,908 647,908
327 units TGOPY 9,362 9,362
249 units ABBNY 13,346 13,346
200 units AAVMY 4,284 4,284
159 units ACN 47,800 47,800
202 units ACCYY 1,992 1,992
131 units ACSAY 1,653 1,653
47 units ADDYY 5,379 5,379
62 units AMIGY 2,720 2,720
125 units ATEYY 5,239 5,239
304 units ADYEY 4,904 4,904
281 units AEG 1,807 1,807
100 units ANYYY 2,661 2,661
155 units AONNY 4,573 4,573
30 units AER 3,180 3,180
33 units AGESY 2,085 2,085
342 units AAGIY 10,188 10,188
116 units AIBGY 1,659 1,659
317 units EADSY 13,833 13,833
377 units AIQUY 15,431 15,431
212 units AJINY 4,325 4,325
99 units AKZOY 2,134 2,134
67 units ALC 6,540 6,540
86 units ALFVY 3,620 3,620
509 units ALIZY 21,027 21,027
552 units ALSMY 1,314 1,314
56 units AMADY 4,418 4,418
627 units AMCR 5,768 5,768
35871.722 units MECIX 1,775,292 1,775,292
364 units NGLOY 4,965 4,965
114 units BUD 7,502 7,502
511 units ANZGY 9,791 9,791
154 units AMKBY 1,311 1,311
99 units APTV 5,649 5,649
78 units MT 2,316 2,316
107 units ACGL 9,703 9,703
8 units ARGX 5,161 5,161
16 units ARKAY 1,195 1,195
149 units AHKSY 2,064 2,064
15 units ASHTY 3,227 3,227
114 units ASCCY 2,454 2,454
55 units ASML 36,859 36,859
423 units ASAZY 6,404 6,404
75 units ASBFY 2,071 2,071
284 units ALPMY 2,814 2,814
411 units AZN 29,506 29,506
149 units ASXFY 6,879 6,879
315 units ATLCY 4,401 4,401
476 units ATLKY 7,364 7,364
1064 units ATDRY 2,947 2,947
245 units AVVIY 3,827 3,827
286 units AXAHY 13,576 13,576
101 units BAESY 9,522 9,522
860 units BBVA 11,782 11,782
2303 units SAN 16,386 16,386
182 units NCBDY 3,179 3,179
184 units BKRIY 2,177 2,177
559 units BCS 8,978 8,978
124 units BTDPY 1,592 1,592
432 units BASFY 5,525 5,525
458 units BAYRY 3,032 3,032
126 units BMWKY 3,562 3,562
122 units BDRFY 3,452 3,452
379 units BHP 18,021 18,021
301 units BNPQY 12,702 12,702
56 units BDNNY 3,431 3,431
212 units BOUYY 1,889 1,889
372 units BP 10,215 10,215
196 units BXBLY 5,167 5,167
120 units BNTGY 1,590 1,590
226 units BRDCY 4,719 4,719
267 units BTI 11,828 11,828
124 units BZLFY 1,941 1,941
27 units BVVBY 1,712 1,712
1676 units CAIXY 4,305 4,305
3100 units CNQ 88,939 88,939
4365 units CP 316,332 316,332
196 units CAJPY 6,021 6,021
252 units CCOEY 3,634 3,634
110 units CGEMY 3,500 3,500
83 units CABGY 2,273 2,273
654 units CRRFY 2,021 2,021
174 units CLLNY 3,518 3,518
358 units CJPRY 3,856 3,856
19 units CHKP 4,172 4,172
93 units CB 26,605 26,605
204 units CHGCY 5,865 5,865
384 units CODYY 8,429 8,429
719 units CFRUY 12,640 12,640
192 units MGDDY 3,494 3,494
283 units CKHUY 1,588 1,588
44 units CCEP 3,993 3,993
68 units CCHGY 3,533 3,533
38 units CHEOY 3,301 3,301
144 units CLPBY 1,624 1,624
176 units CRZBY 4,656 4,656
271 units CMWAY 28,726 28,726
224 units CMPGY 7,522 7,522
131 units CMSQY 3,443 3,443
200 units CTTAY 1,603 1,603
372 units CRARY 3,508 3,508
51 units COIHY 1,030 1,030
186 units DFKCY 2,457 2,457
212 units DLICY 3,036 3,036
250 units DSNKY 6,413 6,413
416 units DKILY 4,759 4,759
143 units DTRUY 2,856 2,856
194 units DNPLY 1,344 1,344
255 units DWAHY 9,170 9,170
528 units DANOY 9,060 9,060
339 units DNKEY 6,010 6,010
101 units DASTY 3,785 3,785
84 units DBSDY 10,911 10,911
372 units DELHY 1,042 1,042
266 units DNZOY 3,431 3,431
53 units DNTUY 1,103 1,103
308 units DB 8,073 8,073
309 units DBOEY 9,913 9,913
144 units DHLGY 6,166 6,166
443 units DTEGY 15,864 15,864
73 units DEO 8,177 8,177
164 units DSCSY 3,173 3,173
189 units DNBBY 5,001 5,001
169 units DRPRY 842 842
228 units DSFIY 2,465 2,465
64 units DSDVY 6,768 6,768
422 units EJPRY 4,579 4,579
101 units ETN 29,731 29,731
55 units EDPFY 2,174 2,174
174 units ESAIY 1,255 1,255
2150 units ENB 100,384 100,384
148 units ELEZY 2,227 2,227
1046 units ENLAY 9,069 9,069
286 units ENGIY 6,349 6,349
131 units E 3,722 3,722
129 units GMVHY 1,112 1,112
418 units EONGY 7,315 7,315
146 units EPOAY 3,132 3,132
130 units EQNR 2,898 2,898
114 units EBKDY 3,842 3,842
81 units ESLOY 11,823 11,823
16 units EG 5,741 5,741
32 units EWTY 2,254 2,254
123 units EXPGY 6,114 6,114
321 units FANUY 4,090 4,090
262 units FRCOY 8,641 8,641
19 units RACE 8,373 8,373
37 units PDYPY 3,406 3,406
70 units FMS 1,777 1,777
184 units FSNUY 2,191 2,191
449 units FUJIY 4,602 4,602
276 units FJTSY 6,130 6,130
112 units GALDY 2,714 2,714
254 units GLPEY 1,933 1,933
56 units GRMN 10,465 10,465
68 units GBERY 4,861 4,861
388 units ARZGY 7,069 7,069
140 units GMAB 2,961 2,961
72 units GVDNY 6,929 6,929
780 units GLNCY 5,054 5,054
27 units GLBE 970 970
165 units GLOB 19,399 19,399
130374.411 units GSIMX 2,810,872 2,810,872
269 units GSK 10,720 10,720
440 units HLN 4,517 4,517
33 units HALMY 2,490 2,490
57 units HVRRY 3,060 3,060
70 units HKHHY 2,774 2,774
82 units HEINY 3,717 3,717
114 units HENKY 2,070 2,070
102 units HENOY 2,012 2,012
402 units HNNMY 1,162 1,162
42 units HESAY 11,505 11,505
365 units HXGBY 3,511 3,511
680 units HTHIY 16,956 16,956
339 units HCMLY 7,570 7,570
200 units HMC 6,102 6,102
51 units HOCPY 5,965 5,965
499 units HSBC 27,984 27,984
238 units IBDRY 17,196 17,196
314 units ICL 2,085 2,085
22 units IMCDY 1,494 1,494
83 units IMBBY 3,401 3,401
285 units IDEXY 7,809 7,809
192 units IFNNY 6,330 6,330
506 units ING 10,190 10,190
130 units IPXHY 1,620 1,620
32 units IHG 3,489 3,489
28 units IKTSY 1,718 1,718
373 units ISNPY 11,996 11,996
141 units ISUZY 1,882 1,882
80 units ITOCY 8,200 8,200
105 units JHX 2,493 2,493
320 units JPXGY 3,562 3,562
493 units JAPAY 7,582 7,582
33 units JMHLY 1,525 1,525
265 units JAZZ 30,994 30,994
35 units JRONY 1,743 1,743
160 units JSAIY 2,293 2,293
242 units JBAXY 3,276 3,276
382 units KAOOY 3,243 3,243
106 units KBCSY 4,889 4,889
391 units KDDIY 6,936 6,936
100 units PPRUY 2,027 2,027
28 units KRYAY 2,987 2,987
225 units KGFHY 1,710 1,710
30 units KGSPY 2,544 2,544
166 units KNBWY 2,523 2,523
81 units KNRRY 2,031 2,031
150 units KMTUY 4,333 4,333
108 units KNYJY 3,340 3,340
149 units ADRNY 6,112 6,112
867 units KKPNY 4,106 4,106
104 units PHG 2,636 2,636
35 units KUBTY 2,030 2,030
66 units KHNGY 3,034 3,034
330 units KYOCY 3,909 3,909
444 units LDSCY 3,525 3,525
73 units LSRCY 1,360 1,360
165 units LGGNY 2,754 2,754
212 units LGRDY 4,668 4,668
136 units FINMY 3,492 3,492
1343 units LIN 608,688 608,688
2280 units LYG 9,242 9,242
28 units LOGI 2,111 2,111
271 units LNSTY 10,729 10,729
100 units LZAGY 7,146 7,146
167 units LRLCY 14,663 14,663
34 units LULU 9,206 9,206
181 units LVMUY 20,270 20,270
247 units YAHOY 1,862 1,862
69 units LYB 4,016 4,016
229 units MTHRY 1,422 1,422
84 units MQBKY 10,371 10,371
74 units MKTAY 2,180 2,180
25 units MARUY 4,443 4,443
338 units MDT 28,649 28,649
335 units MBGYY 4,975 4,975
80 units MKKGY 2,258 2,258
327 units OUKPY 1,770 1,770
145 units MIELY 5,598 5,598
396 units MITEY 6,914 6,914
237 units MHVIY 9,352 9,352
20 units MITSY 8,126 8,126
228 units MTSFY 6,769 6,769
108 units MSLOY 1,766 1,766
2011 units MFG 10,155 10,155
28 units MONRY 1,764 1,764
8 units MNDY 2,248 2,248
40 units MONDY 1,239 1,239
74 units MONOY 1,416 1,416
97 units MHGVY 1,774 1,774
238 units MSADY 5,388 5,388
18 units MTUAY 3,155 3,155
995 units MURGY 13,761 13,761
630 units MRAAY 4,442 4,442
1242 units NABZY 14,357 14,357
133 units NGG 9,709 9,709
540 units NWG 6,977 6,977
121 units NTOIY 623 623
350 units NSRGY 38,495 38,495
71 units NEXOY 1,122 1,122
374 units NJDCY 1,644 1,644
672 units NTDOY 14,001 14,001
362 units NPSCY 2,516 2,516
178 units NTTYY 4,640 4,640
378 units NPNYY 2,468 2,468
206 units NSANY 974 974
98 units NCLTY 1,163 1,163
180 units NDEKY 3,155 3,155
105 units NNGRY 3,218 3,218
840 units NOK 4,192 4,192
691 units NMR 3,835 3,835
88 units NRILY 3,306 3,306
449 units NRDBY 6,255 6,255
317 units NHYDY 1,658 1,658
267 units NVS 30,302 30,302
54 units NVZMY 3,505 3,505
4687 units NVO 311,451 311,451
90 units NTDTY 1,780 1,780
123538.259 units TCIEX 3,055,101 3,055,101
65 units NXPI 11,980 11,980
14490 units OAKM 341,095 341,095
230 units OLYMY 2,995 2,995
56 units OMRNY 1,667 1,667
195 units ORANY 2,820 2,820
171 units OLCLY 3,618 3,618
265 units IX 5,316 5,316
192 units ORKLY 2,329 2,329
126 units DNNGY 1,673 1,673
184 units OTSKY 4,471 4,471
322 units PCRHY 3,693 3,693
104 units PNDRY 1,916 1,916
65 units DQJCY 2,008 2,008
142 units PSO 2,337 2,337
153 units PRNDY 3,318 3,318
186 units PUK 4,013 4,013
96 units PRYMY 2,667 2,667
163 units PUBGY 4,130 4,130
257 units PUMSY 645 645
73 units QABSY 2,037 2,037
406 units QBIEY 5,641 5,641
229 units RKUNY 1,344 1,344
491 units RBGLY 6,493 6,493
1030 units RCRUY 11,484 11,484
379 units RDEIY 3,972 3,972
223 units RELX 12,182 12,182
148 units RNLSY 1,576 1,576
495 units RNECY 2,906 2,906
50 units RTO 1,166 1,166
265 units REPYY 3,172 3,172
1400 units QSR 90,160 90,160
64 units RXEEY 1,782 1,782
33 units RNMBY 11,171 11,171
148 units RIO 8,791 8,791
756 units RHHBY 31,852 31,852
1257 units RYCEY 12,917 12,917
102 units RWEOY 3,969 3,969
124 units SAABY 2,891 2,891
202 units SAFRY 13,487 13,487
46 units SGPYY 3,043 3,043
232 units SAXPY 27,828 27,828
78 units SDZNY 3,436 3,436
251 units SDVKY 5,346 5,346
296 units SNY 16,265 16,265
730 units SSLZY 2,789 2,789
148 units SAP 43,244 43,244
21 units SOAGY 1,086 1,086
381 units SBGSY 17,629 17,629
71 units STX 6,463 6,463
256 units SOMLY 2,337 2,337
238 units SEKEY 1,647 1,647
125 units SKHSY 2,926 2,926
339 units SVNDY 5,014 5,014
69 units STRNY 2,579 2,579
200 units SGSOY 2,021 2,021
164 units SMNNY 2,298 2,298
496 units SHECY 7,544 7,544
277 units SGIOY 2,307 2,307
88 units SSDOY 1,440 1,440
201 units SIEGY 23,165 23,165
95 units SMNEY 7,338 7,338
66 units SMMNY 1,770 1,770
86 units SIGCY 1,661 1,661
237 units SXYAY 5,925 5,925
89 units SKBSY 2,069 2,069
98 units SKFRY 1,922 1,922
203 units SMCAY 3,295 3,295
66 units SNN 1,880 1,880
100 units SMGZY 2,560 2,560
136 units SW 5,715 5,715
249 units SNMRY 2,840 2,840
672 units SCGLY 7,049 7,049
152 units SDXAY 1,909 1,909
424 units SOBKY 6,432 6,432
258 units SFTBY 6,551 6,551
306 units SMPNY 4,994 4,994
100 units SKHHY 1,670 1,670
46 units SONVY 2,819 2,819
845 units SONY 21,970 21,970
274 units SOUHY 2,359 2,359
22 units SPOT 13,507 13,507
186 units SSEZY 4,274 4,274
187 units SCBFY 5,479 5,479
260 units STLA 2,518 2,518
92 units STM 2,290 2,290
133 units SEOAY 1,227 1,227
198 units SAUHY 2,413 2,413
216 units FUJHY 1,957 1,957
213 units SSUMY 5,218 5,218
148 units SMTOY 2,357 2,357
980 units SMFG 13,916 13,916
1117 units SUTNY 5,484 5,484
121 units STBFY 2,101 2,101
70 units SZKMY 3,355 3,355
921 units SVNLY 5,950 5,950
137 units SWGAY 1,173 1,173
181 units SWDBY 4,501 4,501
50 units SCMWY 3,491 3,491
152 units SZLMY 7,658 7,658
164 units SSREY 7,377 7,377
64 units SYIEY 1,836 1,836
121 units SSMXY 2,234 2,234
504 units TAK 7,706 7,706
400 units TTDKY 4,324 4,324
79 units TEL 11,564 11,564
524 units ERIC 4,318 4,318
452 units TEF 2,310 2,310
140 units TELNY 2,104 2,104
319 units TLSNY 2,425 2,425
360 units TLGPY 5,218 5,218
18 units TMSNY 1,289 1,289
39 units TS 1,298 1,298
142 units TEZNY 4,234 4,234
234 units TRUMY 4,488 4,488
382 units TSCDY 5,722 5,722
181 units TEVA 2,807 2,807
58 units THLLY 3,229 3,229
273 units TKOMY 10,872 10,872
137 units TOELY 10,261 10,261
120 units TKGSY 1,963 1,963
220 units TRYIY 2,773 2,773
273 units TTE 15,520 15,520
30 units TYIDY 3,552 3,552
133 units TM 25,432 25,432
58 units TT 22,232 22,232
327 units TSRYY 1,893 1,893
35 units TMICY 2,460 2,460
464 units UBS 14,027 14,027
48 units USBJY 4,445 4,445
450 units UNICY 2,128 2,128
469 units UNCRY 14,041 14,041
315 units UL 20,018 20,018
84 units UUGRY 2,520 2,520
266 units UNVGY 3,878 3,878
61 units UPMMY 1,610 1,610
60 units VACNY 2,131 2,131
236 units VEOEY 4,330 4,330
396 units VWDRY 1,726 1,726
266 units VCISY 9,682 9,682
344 units VOD 3,357 3,357
187 units VWAPY 2,010 2,010
205 units VLVLY 5,557 5,557
382 units VONOY 6,330 6,330
2490 units WCN 492,099 492,099
60101.159 units WCMIX 1,443,029 1,443,029
422 units WFAFY 10,579 10,579
131 units WJRYY 2,747 2,747
33 units WTW 10,157 10,157
97 units WIZEY 1,291 1,291
10 units WIX 1,696 1,696
33 units WTKWY 5,891 5,891
265 units WDS 3,432 3,432
35 units WPP 1,350 1,350
89 units YARIY 1,438 1,438
85 units ZLNDY 1,561 1,561
450 units ZURVY 16,618 16,618
19 units BHKLY 1,614 1,614
335 units CLPHY 2,841 2,841
148 units CYBR 52,120 52,120
8 units ESLT 3,185 3,185
10 units FUTU 923 923
56 units GXYYY 1,012 1,012
479 units GRAB 2,337 2,337
123 units HSNGY 1,699 1,699
1927 units HLDCY 5,396 5,396
170 units HKXCY 7,434 7,434
12 units NICE 1,870 1,870
240 units OVCHY 6,057 6,057
834 units PROSY 7,729 7,729
56 units SE 7,507 7,507
175 units SINGY 1,792 1,792
225 units SPXCY 4,939 4,939
135 units SGAPY 3,919 3,919
744 units SUHJY 7,068 7,068
164 units SWRAY 1,446 1,446
2885 units TSM 480,901 480,901
36 units TTNDY 1,810 1,810
94 units UOVEY 5,148 5,148
36859 units VWO 1,667,870 1,667,870
31 units MRP 776 776
1 unit SNDK 32 32
1400 units JPMPM 24,920 24,920

TY 2024 InvestmentsGovtObligationsSch
Name:
John A McNeice Jr Charitable Foundation
EIN:
04-3371560
US Government Securities - End of Year Book Value:

5,098,579
US Government Securities - End of Year Fair Market Value:

5,098,579
State & Local Government Securities - End of Year Book Value:


338,190
State & Local Government Securities - End of Year Fair Market Value:


338,190


TY 2024 OtherExpensesSchedule
Name:
John A McNeice Jr Charitable Foundation
EIN:
04-3371560
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Office Expenses 1,618 0   1,618
Massachusetts Filing Fee 500 0   500
Bank Fees 111 111   0
Workers Comp Insurance 270 0   270


TY 2024 OtherIncreasesSchedule
Name:
John A McNeice Jr Charitable Foundation
EIN:
04-3371560
Description Amount
Unrealized Gains on Investments 1,578,885


TY 2024 OtherProfessionalFeesSchedule
Name:
John A McNeice Jr Charitable Foundation
EIN:
04-3371560
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Advisory Fee 471,670 205,170   266,500
Philanthropy Advisory Fee 12,500 0   12,500


TY 2024 TaxesSchedule
Name:
John A McNeice Jr Charitable Foundation
EIN:
04-3371560
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Excise Taxes 61,821 0   0
Foreign Taxes 41,867 41,867   0