TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
TRIPLE E CHARITABLE FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)5 OAK LANE
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
LARCHMONT, NY10538

A Employer identification number

37-1572510

B Telephone number (see instructions)

(914) 698-7772

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$3,269,975J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	100,366		100,366
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		86,592
b	Gross sales price for all assets on line 6a 1,113,457
7	Capital gain net income (from Part IV, line 2)...			86,592
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........	186,958		186,958
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	4,975	0	4,975
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	1,244	1,244	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	23,680	23,430	250
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	29,899		24,674	5,225
25	Contributions, gifts, grants paid.......	150,500			150,500
26	Total expenses and disbursements. Add lines 24 and 25	180,399		24,674	155,725
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	6,559
b	Net investment income (if negative, enter -0-)			162,284
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	105,594	42,772	42,772
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	1,173,830	List of Attached Documents: // Content 1,378,640	1,378,640
	c	Investments—corporate bonds (attach schedule).......	731,358	List of Attached Documents: // Content 760,056	760,056
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,023,130	List of Attached Documents: // Content 1,088,507	1,088,507
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,033,912	3,269,975	3,269,975
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	3,033,912	3,269,975
	29	Total net assets or fund balances (see instructions).....	3,033,912	3,269,975
	30	Total liabilities and net assets/fund balances (see instructions).	3,033,912	3,269,975

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

3,033,912

Enter amount from Part I, line 27a .....................

6,559

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

229,504

Add lines 1, 2, and 3 ..........................

3,269,975

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

3,269,975

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
1 a	PUBLICLY TRADED SECURITIES	P
b	PUBLICLY TRADED SECURITIES	P
c	CAPITAL GAINS DIVIDENDS	P
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	425,270	413,320	11,950
b	671,916	613,545	58,371
c	16,271		16,271
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			11,950
b			58,371
c			16,271
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	86,592
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	2,256
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	2,256
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	2,256
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	1,180
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	1,180
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.......		9	1,076
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

CYNTHIA GREER GOLDSTEIN TREASURER Telephone no. right arrow

(914) 698-7772

Located at right arrow

5 OAK LANELARCHMONTNY ZIP+4 right arrow

10538

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
STEVEN R GOLDSTEIN	PRESIDENT 5.00	0	0	0
5 OAK LANE LARCHMONT,NY10538	PRESIDENT 5.00	0	0	0
CYNTHIA GREER GOLDSTEIN	TREAS/SECY 5.00	0	0	0
5 OAK LANE LARCHMONT,NY10538	TREAS/SECY 5.00	0	0	0
ZACHARY E GOLDSTEIN	DIRECTOR 1.00	0	0	0
5 OAK LANE LARCHMONT,NY10538	DIRECTOR 1.00	0	0	0

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...................				0

Form 990-PF (2024)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right 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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

3,154,229

Average of monthly cash balances.......................

96,146

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

3,250,375

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

3,250,375

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

48,756

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

3,201,619

Minimum investment return. Enter 5% (0.05) of line 5................

160,081

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.)

Minimum investment return from Part IX, line 6..................

160,081

Tax on investment income for 2024 from Part V, line 5 .......

2,256

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

2,256

Distributable amount before adjustments. Subtract line 2c from line 1............

157,825

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

157,825

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

157,825

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

155,725

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

155,725

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				157,825
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......			0
b Total for prior years:20 , 20, 20		0
3 Excess distributions carryover, if any, to 2024:
a From 2019......
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: $ 155,725
a Applied to 2023, but not more than line 2a			0
b Applied to undistributed income of prior years (Election required—see instructions).....		0
c Treated as distributions out of corpus (Election required—see instructions)........	0
d Applied to 2024 distributable amount.....				155,725
e Remaining amount distributed out of corpus	0
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	0
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 ..........				2,100
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 ......	0
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)

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
1925 FOUNDATION 900 RUSHMORE AVE MAMARONECK,NY10543	NONE	PC	GENERAL	5,000
AFRICAN AMERICAN CULTURAL ORGANIZATION INC 661 MAGENTA ST BRONX,NY10467	NONE	PC	GENERAL	5,000
AMERICAN BIRD CONSERVANCY 8255 E MAIN ST MARSHALL,VA20115	NONE	PC	GENERAL	5,000
AMERICAN FRIENDS OF THE OCEAN CLEANUP FOUNDATION 228 E 45TH ST RM 9E NEW YORK,NY10017	NONE	PC	GENERAL	10,000
ASSOCIATION TO PRESERVE CAPE COD (APCC) 482 MAIN STREET DENNIS,MA02638	NONE	PC	GENERAL	5,000
AT HOME ON THE SOUND INC PO BOX 523 MAMARONECK,NY10543	NONE	PC	GENERAL	1,000
BRENNAN CENTER FOR JUSTICE 120 BROADWAY SUITE 1750 NEW YORK,NY10271	NONE	PC	GENERAL	5,000
CORNELL LAB OF ORNITHOLOGY 159 SAPSUCKER WOODS RD ITHACA,NY14850	NONE	PC	GENERAL	1,000
DOCTORS WITHOUT BORDERS PO BOX 5030 HAGERSTOWN,MD21741	NONE	PC	GENERAL	10,000
EQUAL JUSTICE INITIATIVE 122 COMMERCE STREET MONTGOMERY,AL36104	NONE	PC	GENERAL	5,000
FURNITURE SHAREHOUSE BUILDING 3 LOOP ROAD WHITE PLAINS,NY10604	NONE	PC	GENERAL	1,000
GREENWICH HOSPITAL 5 PERRYRIDGE RD GREENWICH,CT06830	NONE	PC	GENERAL	10,000
HEIFER INTERNATIONAL 1 WORLD AVENUE LITTLE ROCK,AR72202	NONE	PC	GENERAL	1,000
HUDSON LINK FOR HIGHER EDUCATION IN PRISON INC 23 STATE ST OSSINING,NY10562	NONE	PC	GENERAL	1,000
INTERNATIONAL RESCUE COMMITTEE INC 122 E 42ND ST NEW YORK,NY10168	NONE	PC	GENERAL	10,000
JOHNS HOPKINS CENTER 415 N WASHINGTON STREET BALTIMORE,MD21231	NONE	PC	GENERAL	1,000
MAMARONECK-LARCHMONT STUDENT AID FUND PO BOX 606 LARCHMONT,NY10538	NONE	PC	GENERAL	1,000
MAMARONECK OBSERVER INC 5 OAK LN LARCHMONT,NY10538	NONE	PC	GENERAL	5,000
MAMARONECK PUBLIC LIBRARY 136 PROSPECT AVE MAMARONECK,NY10543	NONE	PC	GENERAL	10,000
NYC BIRD ALLIANCE 71 W 23RD ST STE 1523 NEW YORK,NY10010	NONE	PC	GENERAL	5,000
NEW YORK PET RESCUE 7 HARRISON AVE HARRISON,NY10528	NONE	PC	GENERAL	1,000
OCEAN CONSERVANCY INC 1300 19TH ST NW FL 8 WASHINGTON,DC20036	NONE	PC	GENERAL	10,000
PACE UNIVERSITY ONE PACE PLAZA NEW YORK,NY10038	NONE	PC	GENERAL	8,000
PLANNED PARENTHOOD 736 CENTRAL AVENUE SARASOTA,FL34236	NONE	PC	GENERAL	5,000
RAZOM FOR UKRAINE 140 2ND AVENUE SUITE 305 NEW YORK,NY10003	NONE	PC	GENERAL	10,000
SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY,AL36104	NONE	PC	GENERAL	1,000
VOSTOK SOS USA 2258 CATHEDRAL AVE NW WASHINGTON,DC20008	NONE	PC	GENERAL	5,000
VOTERIDERS 171 PIER AVE 313 SANTA MONICA,CA90405	NONE	PC	GENERAL	2,000
WATER FOR PEOPLE 100 E TENNESSEE AVE DENVER,CO80209	NONE	PC	GENERAL	1,000
WESTCHESTER LAND TRUST INC 403 HARRIS RD BEDFORD HILLS,NY10507	NONE	PC	GENERAL	5,000
WILD CARE INC 10 SMITH LN EASTHAM,MA02462	NONE	PC	GENERAL	5,000
WOLF CONSERVATION CENTER 7 BUCK RUN STREET SOUTH SALEM,NY10590	NONE	PC	GENERAL	500
Total ................................. 3a				150,500

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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	100,366
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	86,592
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		186,958	0

13Total. Add line 12, columns (b), (d), and (e)..................

186,958

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

TRIPLE E CHARITABLE FOUNDATION INC

EIN:

37-1572510

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	4,975	0		4,975

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

TRIPLE E CHARITABLE FOUNDATION INC

EIN:

37-1572510

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ABBVIE INC SR NOTE ACCD INV CPN 3.200%	12,986	12,986
AERCAP IRELAND CAP UNSECD SR NOTE CPN 3.300% DUE 01/30/32	9,566	9,566
ALLSTATE CORP SR NOTE CPN 5.250%	14,920	14,920
AMAZONCOM INC SR NOTE CPN 3.875% DUE 08/22/37	12,349	12,349
AMERICAN TOWER CORP SR NOTE CPN 3.650% DUE 03/15/27	9,748	9,748
AMGEN INC SR NOTE CPN 3.200% DUE 11/02/27	14,429	14,429
ASTRAZENECA FINANCE LLC UNSECD NOTE CPN 5.000%	10,865	10,865
AT&T INC UNSECD NOTE CPN 5.400% DUE 02/15/34	13,058	13,058
BANK AMERICA CORP SR NOTE FXD/VAR CPN 3.366% DUE 01/23/26	9,992	9,992
BANK AMERICA CORP MEDIUM TERM SR NOTE SER N FXD/VAR	22,619	22,619
BANK AMERICA CORP SR NOTE FXD/VAR CPN 1.734%	16,218	16,218
BARCLAYS PLC SR UNSECD NOTE CPN 5.501%	12,119	12,119
BLACKROCK TCP CAP CORP	10,689	10,689
BROADCOM CORP CAYMAN FIN LTD SR NOTE CPN 3.875%	12,791	12,791
CAMPBELL SOUP CO UNSECD NOTE CPN 5.200% DUE 03/21/29	12,090	12,090
CELANESE US HLDGS LLC SR NOTE CPN 6.050%	12,012	12,012
CENTENE CORP DE SR NOTE CPN 3.375% DUE 02/15/30	13,350	13,350
CHARTER COMMNS OPER LLC SR SECD NOTE CPN 2.800%	13,497	13,497
CIGNA CORP SR NOTE CPN 2.400%	8,750	8,750
CVS CAREMARK CORP SR UNSECD NOTE CPN 6.250%	12,291	12,291
DIAMONDBACK ENERGY INC SR NOTE CPN 3.500% DUE 12/01/29	12,993	12,993
DIAMONDBACK ENERGY INC SR NOTE CPN 6.250% DUE 03/15/33	9,393	9,393
DOMINION ENERGY INC SR NOTE SER C CPN 5.375%	12,066	12,066
DTE ENERGY CO SR UNSCED NOTE CPN 5.100% DUE 03/01/29	12,011	12,011
ENTERPRISE PRODS OPER LLC GTD SR NOTE CPN 3.125%	15,808	15,808
FEDL HOME LOAN MTG CORP POOL #SD8276 CPN 5.000% DUE 12/01/52	10,094	10,094
FEDL NATL MTG ASSN POOL #FS8970 CPN 5.500% DUE 09/01/54	15,416	15,416
FIFTH THIRD BANCORP SR NOTE CPN 4.337% DUE 04/25/33	15,807	15,807
FLORIDA PWR & LIGHT CO 1ST MTG BOND CPN 5.100%	11,967	11,967
FORD HLDGS INC GTD DEBENTURE CPN 9.300% DUE 03/01/30	12,513	12,513
FORD MOTOR CREDIT CO LLC NOTE CPN 5.113% DUE 05/03/29	16,546	16,546
GENERAL MOTORS CO SR NOTE CPN 6.800% DUE 10/01/27	11,491	11,491
GENUINE PARTS CO SR NOTE CPN 4.950% DUE 08/15/29	15,857	15,857
GOLDMAN SACHS GROUP INC SR NOTE FXD/VAR CPN 2.650% DUE 10/21/32	10,083	10,083
HCA INC SR NOTE CPN 5.375% DUE 09/01/26	16,001	16,001
JPMORGAN CHASE & CO SR NOTE FXD/VAR CPN 5.040% DUE 01/23/28	11,022	11,022
JP MORGAN CHASE & CO UNSECD NOTE FXD/VAR CPN 2.580%	10,254	10,254
JPMORGAN CHASE & CO UNSECD NOTE FXD/VAR CPN 3.960% DUE 01/29/27	11,890	11,890
LEAR CORP SR NOTE CPN	10,948	10,948
LENNAR CORP	9,989	9,989
LILLY ELI & CO UNSECD SR GLBL NOTE CPN 4.700% DUE 02/09/34	12,580	12,580
MCDONALDS CORP MEDIUM TERM NOTE CPN 3.500%	12,693	12,693
MOLSON COORS BREWING CO SR NOTE CPN 3.000%	12,673	12,673
MORGAN STANLEY GLBL MEDIUM TERM SR NOTE FXD/VAR CPN 2.239% DUE 07/21/32	13,258	13,258
MORGAN STANLEY SR NOTE CPN 5.164% DUE 04/20/29	12,035	12,035
ONEOK INC	9,271	9,271
ORACLE CORP UNSECD NOTE CPN 2.300% DUE 03/25/28	11,102	11,102
PACIFIC GAS & ELEC CO 1ST MTG BOND CPN 4.550%	7,760	7,760
PERKINELMER INC SR NOTE CPN 3.300% DUE 09/15/29	9,203	9,203
PFIZER INVT ENTPRS PTE LTD SR NOTE CPN 4.450% DUE 05/19/28	10,898	10,898
REALTY INCOME CORP SR NOTE CPN 4.750% DUE 02/15/29	12,911	12,911
SCHWAB CHARLES CORP NEW SR NOTE CPN 2.450% DUE 03/03/27	16,207	16,207
STEEL DYNAMICS INC SR NOTE CPN 3.250% DUE 01/15/31	12,641	12,641
TARGA RES PRTNRS LP FIN	14,028	14,028
TEVA PHARM FIN NETHERLANDS III BV SR NOTE	14,400	14,400
TEXAS INSTRS INC SR UNSECD NOTE CPN 4.900%	11,910	11,910
TORONTO DOMINION BANK UNSECD SR MEDIUM TERM BK NOTE CPN 5.156%	11,368	11,368
WASTE MANAGEMENT INC GTD SR NOTE CPN 4.950% DUE 03/15/35	14,604	14,604
WELLS FARGO & CO MEDIUM TERM SR NOTE FXD/VAR CPN	10,970	10,970
WESTERN GAS PRTNRS LP SR NOTE CPN 3.950%	12,928	12,928
WILLIAMS COS INC SR NOTE	10,128	10,128

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

TRIPLE E CHARITABLE FOUNDATION INC

EIN:

37-1572510

Name of Stock	End of Year Book Value	End of Year Fair Market Value
3I GROUP PLC ADR	836	836
ABBVIE INC	3,199	3,199
ACUITY BRANDS INC	3,213	3,213
AFFILIATED MANAGERS GROUP INC	1,294	1,294
AFLAC INC	5,896	5,896
AFLAC INC	2,276	2,276
AGREE REALTY CORP	2,184	2,184
ALLSTATE CORP	2,121	2,121
ALPHABET INC CL A	7,004	7,004
ALPHABET INC CL A	8,897	8,897
ALPHABET INC CL A	13,630	13,630
ALPHABET INC CL A	3,407	3,407
ALTRIA GROUP INC	3,608	3,608
AMAZON COM INC	6,801	6,801
AMAZON COM INC	3,730	3,730
AMAZON COM INC	4,607	4,607
AMERICAN EXPRESS CO	4,155	4,155
AMERICAN EXPRESS CO	6,826	6,826
AMERICAN TOWER CORP NEW	367	367
AMGEN INC	2,085	2,085
APPLE INC	12,521	12,521
APPLE INC	9,015	9,015
APPLE INC	8,264	8,264
APPLE INC	4,007	4,007
APPLIED MATERIALS INC	1,626	1,626
APPLIED MATERIALS INC	976	976
ARCH CAPITAL GROUP LTD	5,541	5,541
ARCHER DANIELS MIDLAND CO	1,465	1,465
ARISTA NETWORKS INC	3,537	3,537
ARISTA NETWORKS INC	3,979	3,979
ARTHUR J GALLAGHER & COMPANY	2,838	2,838
ASSURANT INC	3,412	3,412
ASSURANT INC	4,691	4,691
AT&T INC	5,305	5,305
AT&T INC	8,038	8,038
AT&T INC	3,415	3,415
AUTOMATIC DATA PROCESSING INC	2,927	2,927
AVALONBAY COMMNTYS INC	3,300	3,300
BAE SYSTEMS PLC SPON ADR	3,029	3,029
BANK OF AMERICA CORP	2,285	2,285
BANK OF AMERICA CORP	5,977	5,977
BERKSHIRE HATHAWAY INC CL B NEW	6,346	6,346
BLACKROCK FDG INC	4,100	4,100
BLACKROCK FDG INC	5,126	5,126
BLOCK H & R INC	2,325	2,325
BNP PARIBAS SPON ADR	1,750	1,750
BRISTOL MYERS SQUIBB CO	3,507	3,507
BRIXMOR PROPERTY GRP INC	2,478	2,478
BRIXMOR PROPERTY GRP INC	2,116	2,116
BROADCOM INC	5,332	5,332
BROADCOM INC	8,346	8,346
BROADCOM INC	9,737	9,737
BROADCOM INC	4,173	4,173
BUILDERS FIRSTSOURCE INC	2,573	2,573
BUILDERS FIRSTSOURCE INC	2,144	2,144
BXP INC	3,272	3,272
CADENCE DESIGN SYSTEMS INC	6,310	6,310
CADENCE DESIGN SYSTEMS INC	601	601
CANADIAN IMPERIAL BANK COMMERCE	2,403	2,403
CARETRUST REIT INC	1,731	1,731
CATERPILLAR INC	189,361	189,361
CBOE GLOBAL MARKETS INC	2,540	2,540
CENCORA INC	3,146	3,146
CHECK POINT SOFTWARE TECHNOLOGIES LTD	3,547	3,547
CHECK POINT SOFTWARE TECHNOLOGIES LTD	2,054	2,054
CHEVRON CORP	3,476	3,476
CHUBB LTD	4,421	4,421
CIGNA GROUP CL B	3,038	3,038
CIGNA GROUP CL B	1,657	1,657
CINTAS CORP	2,558	2,558
CISCO SYSTEMS INC	2,664	2,664
CISCO SYS INC	3,552	3,552
CITIGROUP INC COM NEW	9,361	9,361
COCA COLA CO	3,487	3,487
COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A	2,384	2,384
COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A	1,077	1,077
COMCAST CORP CL A	2,364	2,364
COMCAST CORP CL A	2,289	2,289
COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAOLO	1,261	1,261
COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAOLO	3,239	3,239
CONOCOPHILLIPS	1,587	1,587
CONSOLIDATED EDISON INC	2,766	2,766
CONSOLIDATED EDISON INC	1,249	1,249
CONSTELLATION BRANDS INC CL A	1,547	1,547
COTERRA ENERGY INC	2,631	2,631
CREDICORP LTD	2,383	2,383
CSX CORP	3,776	3,776
CUBESMART	471	471
CURTISS-WRIGHT CORP DE	4,258	4,258
CVS HEALTH CORP	449	449
DANAHER CORP	3,673	3,673
DECKERS OUTDOOR CORP	3,046	3,046
DIAMONDBACK ENERGY INC	983	983
DICKS SPORTING GOODS INC	2,288	2,288
DICKS SPORTING GOODS INC	2,746	2,746
DOCUSIGN INC	3,598	3,598
DR REDDYS LABORATORIES LTD ADR	2,211	2,211
DUKE ENERGY CORP	3,124	3,124
EAGLE MATERIALS INC	1,481	1,481
EAST WEST BANCORP INC	2,586	2,586
ELEMENT SOLUTIONS INC	4,120	4,120
ELI LILLY & CO	1,544	1,544
ELI LILLY & CO	3,088	3,088
EMBRAER S A SPON ADR REPSTG 4 COM SHS	2,127	2,127
EMCOR GROUP INC	5,447	5,447
ENSIGN GROUP INC	3,189	3,189
EPR PROPERTIES BEN INT	1,373	1,373
EQUITY RESIDENTIAL	1,292	1,292
EVEREST GROUP LTD	2,900	2,900
EVOLUTION AB UNSPON ADR	307	307
EXPEDITORS INTL WASH INC	1,218	1,218
EXTRA SPACE STORAGE INC	1,945	1,945
EXXON MOBIL CORP	43,028	43,028
EXXON MOBIL CORP	1,398	1,398
EXXON MOBIL CORP	6,884	6,884
FAIRFAX FINANCIAL HOLDING PLC SUB VOTING	4,169	4,169
FEDERAL REALTY INVESTMENT TR	4,702	4,702
FEDEX CORP	2,532	2,532
FIFTH THIRD BANCORP	5,877	5,877
FISERV INC	4,314	4,314
FORTESCUE METALS GROUP LTD SPON ADR	676	676
FORTIVE CORP	4,725	4,725
FOX CORP CL A	2,380	2,380
FOX CORP CL A	1,943	1,943
GE AEROSPACE	1,334	1,334
GE AEROSPACE	4,170	4,170
GE VERNOVA INC COM	11,184	11,184
GENERAL DYNAMICS CORP	2,898	2,898
GENERAL ELEC CO COM NEW	23,184	23,184
GENERAL MILLS INC	1,020	1,020
GENERAL MOTORS CO	2,930	2,930
GILEAD SCIENCES INC	6,281	6,281
GOLDMAN SACHS GROUP INC	6,299	6,299
HEIDELBERG MATERIALS AG SPON ADR	705	705
HF SINCLAIR CORP	911	911
HIGHWOODS PPTYS INC	3,578	3,578
HITACHI LTD ADR 10 COM	3,710	3,710
HON HAI PRECISION INDUSTRIES LTD GDR REG S NEW	1,178	1,178
HONDA MOTOR LTD ADR	1,085	1,085
HONDA MOTOR LTD ADR REPSTG 3 ORD	1,570	1,570
HOST HOTELS & RESORTS INC	2,733	2,733
IMPERIAL BRANDS PLC	1,570	1,570
INNOVATIVE INDUSTRIAL PROPERTIES INC CL A	1,733	1,733
ITOCHU CORP ADR	2,661	2,661
JOHNSON & JOHNSON	4,049	4,049
JP MORGAN CHASE & CO	1,678	1,678
JP MORGAN CHASE & CO	2,637	2,637
JP MORGAN CHASE & CO	8,630	8,630
KDDI CORP ADR	1,303	1,303
KILROY RLTY CORP	2,791	2,791
KIMCO REALTY CORP	3,444	3,444
KLA CORP	1,890	1,890
KOMATSU LTD SPON ADR NEW	738	738
KT CORP SPON ADR	1,505	1,505
LABCORP HOLDINGS INC	2,293	2,293
LANDSTAR SYSTEM INC	1,719	1,719
LENNAR CORP	1,364	1,364
LINDE PLC	3,768	3,768
LOGITECH INTL SA NAMEN AKT	2,882	2,882
LTC PROPERTIES INC	1,209	1,209
MACERICH COMPANY	1,016	1,016
MANULIFE FINANCIAL CORP	4,576	4,576
MARSH & MCLENNAN COS INC	2,761	2,761
MARSH & MCLENNAN COS INC	3,823	3,823
MARUBENI CORP ADR	451	451
MCDONALDS CORP	3,189	3,189
MCKESSON CORP	3,989	3,989
MEDTRONIC	2,317	2,317
MERCK & COMPANY INC	2,487	2,487
META PLATFORMS INC CL A	12,296	12,296
META PLATFORMS INC CL A	4,099	4,099
META PLATFORMS INC CL A	5,270	5,270
META PLATFORMS INC CL A	3,513	3,513
MICROSOFT CORP	10,116	10,116
MICROSOFT CORP	7,587	7,587
MICROSOFT CORP	7,587	7,587
MICROSOFT CORP	4,215	4,215
MITSUI & COMPANY LTD ADR	2,082	2,082
MOLSON COORS BEVERAGE COMPANY CLASS B	1,720	1,720
MORGAN STANLEY	3,772	3,772
MORGAN STANLEY	3,646	3,646
MURPHY USA INC	3,011	3,011
NASPERS LTD SPON ADR REPSTG CL N SHS NEW	1,535	1,535
NATIONAL STORAGE AFFILIATES TRUST SHS BEN INT	1,061	1,061
NETAPP INC	2,438	2,438
NETAPP INC	4,063	4,063
NETEASE INC SPON ADR	2,141	2,141
NEXSTAR MEDIA GROUP INC	1,896	1,896
NEXTERA ENERGY INC	1,505	1,505
NEXTERA ENERGY INC	5,664	5,664
NIPPON TELEGRAPH & TELEPHONE CORP SPON ADR	1,623	1,623
NITTO DENKO CORP ADR	537	537
NNN REIT INC	3,023	3,023
NOVARTIS AG SPON ADR	3,600	3,600
NOVARTIS AG SPON ADR	2,044	2,044
NOVO NORDISK AS ADR	2,409	2,409
NOVO NORDISK AS ADR	4,903	4,903
NVENT ELECTRIC PLC VOTING USD 0.01	5,521	5,521
NVIDIA CORP	14,100	14,100
NVIDIA CORP	9,400	9,400
NVIDIA CORP	8,460	8,460
NVIDIA CORP	3,223	3,223
OMEGA HEALTHCARE INVESTORS INC	3,407	3,407
OMEGA HEALTHCARE INVESTORS INC	1,400	1,400
OMNICOM GROUP INC	1,205	1,205
OMNICOM GROUP INC	3,011	3,011
OMNICOM GROUP INC	2,667	2,667
ON SEMICONDUCTOR CORP	946	946
OSI SYSTEMS INC	3,014	3,014
OWENS CORNING INC	2,895	2,895
PACCAR INC	7,385	7,385
PARK HOTELS & RESORTS INC	802	802
PARKER-HANNIFIN CORP	2,544	2,544
PARKER-HANNIFIN CORP	6,360	6,360
PAYPAL HOLDINGS INC	2,902	2,902
PENTAIR PLC	5,435	5,435
PEPSICO INC	45,618	45,618
PETROLEO BRASILEIRO SA	1,993	1,993
PETROLEO BRASILEIRO SA	2,958	2,958
PFIZER INC	2,812	2,812
PHILIP MORRIS INTL INC	3,610	3,610
PRICE T ROWE GROUP INC	1,696	1,696
PROCTOR & GAMBLE CO	5,700	5,700
PROCTOR & GAMBLE CO	3,688	3,688
PROCTOR & GAMBLE CO	4,862	4,862
PROLOGIS INC	2,537	2,537
PROLOGIS INC	5,179	5,179
PUBLIC SERVICE ENTERPRISE GROUP INC	1,943	1,943
PUBLIC STORAGE INC	2,994	2,994
PULTEGROUP INC	5,554	5,554
QUALCOMM INC	2,151	2,151
QUALCOMM INC	922	922
RALPH LAUREN CORP CL A	3,234	3,234
REALTY INCOME CORP	2,083	2,083
REGENCY CENTERS CORP	3,401	3,401
REGENERON PHARMACEUTICALS INC	2,137	2,137
RENAISSANCERE HOLDINGS LTD	3,981	3,981
RIO TINTO PLC SPONSORED ADR	941	941
ROYAL CARIBBEAN GROUP	4,614	4,614
RTX CORP COM	14,581	14,581
S&P GLOBAL INC	3,984	3,984
SCHNEIDER ELECTRIC SE ADR	695	695
SEMPRA	1,053	1,053
SHIONOGI & CO LTD	773	773
SIMON PROPERTY GROUP INC NEW	3,444	3,444
SITE CENTERS CORP NEW	3,670	3,670
SKYWORKS SOLUTIONS INC	532	532
SM ENERGY CO	1,395	1,395
SNAP ON INC	2,716	2,716
SONY GROUP CORP ADR NEW	2,010	2,010
SOUTHERN CO SR NOTE SER A	5,680	5,680
SPROUTS FARMERS MARKET INC	7,243	7,243
STEEL DYNAMICS INC	2,053	2,053
STEEL DYNAMICS INC	1,141	1,141
STELLANTIS N V	3,758	3,758
STRYKER CORP	4,681	4,681
SUNSTONE HOTEL INVESTORS INC	556	556
SYNCHRONY FINANCIAL	2,470	2,470
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR	7,702	7,702
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR	3,950	3,950
TAKEDA PHARMACEUTICAL CO LTD SPON ADR	874	874
TAYLOR MORRISON HOME CORP CL A	2,326	2,326
TENARIS S A SPON ADR	2,041	2,041
TENARIS S A SPON ADR	3,552	3,552
TESLA INC	2,423	2,423
TESLA INC	1,212	1,212
TEXAS INSTRUMENTS INC	7,125	7,125
TEXAS INSTRUMENTS INC	2,625	2,625
TFI INTL INC	3,107	3,107
THOMSON REUTERS CORP	3,208	3,208
TIM S A SPON ADR	2,681	2,681
TOLL BROTHERS INC	5,668	5,668
TOPBUILD CORP	934	934
TOYOTA MOTOR CORP SPON ADR	1,557	1,557
TRAVELERS COMPANIES INC	49,382	49,382
TYSON FOODS INC	747	747
UBER TECHNOLOGIES INC	1,387	1,387
UNITEDHEALTH GROUP INC	5,059	5,059
UNITED THERAPEUTICS CORP	1,764	1,764
UNITED THERAPEUTICS CORP	5,645	5,645
UNITED THERAPEUTICS CORP	3,528	3,528
UNITEDHEALTH GROUP INC	1,518	1,518
UNIVERSAL HEALTH SERVICES CL B	1,974	1,974
URBAN EDGE PROPERTIES	2,430	2,430
VERIZON COMMUNICATIONS	1,680	1,680
VERIZON COMMUNICATIONS	2,519	2,519
VERIZON COMMUNICATIONS	3,359	3,359
VERIZON COMMUNICATIONS	19,875	19,875
VERTEX PHARMACEUTICALS	403	403
VICI PROPERTIES INC	3,125	3,125
VICI PROPERTIES INC	1,840	1,840
VISA INC CL A	2,528	2,528
VISA INC CL A	4,109	4,109
VISTRA CORP	3,722	3,722
VODAFONE GROUP	1,613	1,613
WALMART INC	5,060	5,060
WALT DISNEY CO	3,118	3,118
WASTE MANAGEMENT INC DEL	3,229	3,229
WELLS FARGO & CO	6,251	6,251
WELLTOWER INC	3,025	3,025
WHITESTONE REIT	850	850
WILLIAMS COS INC DEL	4,167	4,167
WILLIAMS SONOMA INC	2,407	2,407
WP CAREY INC	1,416	1,416
YUM CHINA HOLDINGS INC	1,445	1,445

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

TRIPLE E CHARITABLE FOUNDATION INC

EIN:

37-1572510

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
ALGER FOCUS EQUITY FUND	FMV	61,658	61,658
ALGER MID-CAP GROWTH INSTITUTIONAL FUND CLASS Z2	FMV	29,719	29,719
ALLSPRING SPECIAL MID-CAP VALUE FND	FMV	13,863	13,863
ALPHACENTRIC REAL INCOME FUND CLASS I	FMV	76,920	76,920
ALTERNATIVE CREDIT INCOME FUND CLASS W	FMV	100,679	100,679
APOLLO DIVERSIFIED RE FUND CLASS I	FMV	79,512	79,512
APOLLO DIVERSIFIED CREDIT FUND CLASS I	FMV	18,202	18,202
ARES INDUSTRIAL REIT CLASS D	FMV	75,774	75,774
CALVERT GLOBALWATER FUND	FMV	33,184	33,184
FS CREDIT REAL ESTATE INCOME TRUST	FMV	74,099	74,099
FS KKR CAP CORP II COM	FMV	54,701	54,701
FS MULTI-STRATEGY ALTERNATIVES FUND CLASS I	FMV	14,254	14,254
HINES GLOBAL INCOME TRUST	FMV	19,163	19,163
ISHARES 0-5 YR HIGH YIELD CORP BOND ETF	FMV	8,181	8,181
ISHARES 0-5 YR HIGH YIELD CORP BOND ETF	FMV	3,750	3,750
ISHARES JPMORGAN EM HIGH YIELD BOND	FMV	3,304	3,304
ISHARES JPMORGAN EM HIGH YIELD BOND	FMV	1,519	1,519
JP MORGAN INTL FOCUS I	FMV	11,558	11,558
OLSTEIN STRATEGIC OPPORTUNITIES FUND ADVISOR	FMV	18,879	18,879
PUTNAM EMERGING MARKETS EQUITY FUND CL Y	FMV	35,214	35,214
PUTNAM ETF TR BDC INCOME ETF	FMV	63,165	63,165
PUTNAM GLOBAL TECHNOLOGY FUND	FMV	152,529	152,529
PUTNAM INTERNATIONAL EQUITY FUND CL Y	FMV	11,798	11,798
PUTNAM INTL CAPITAL OPPORTUNITIES FUND CL Y	FMV	29,386	29,386
PUTNAM SMALL-CAP GROWTH FUND CLASS Y	FMV	46,765	46,765
SPDR BLOOMBERG HIGH YIELD BOND	FMV	21,290	21,290
SPDR BLOOMBERG HIGH YIELD BOND	FMV	10,884	10,884
WASATCH EMERGING INDIA FUND	FMV	18,557	18,557

- TIN:

TY 2024 OtherExpensesSchedule

Name:

TRIPLE E CHARITABLE FOUNDATION INC

EIN:

37-1572510

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT FEES	23,430	23,430		0
NY ANNUAL REPORT	250	0		250

- TIN:

TY 2024 OtherIncreasesSchedule

Name:

TRIPLE E CHARITABLE FOUNDATION INC

EIN:

37-1572510

Description	Amount
UNREALIZED GAIN ON SECURITIES	229,504

- TIN:

TY 2024 TaxesSchedule

Name:

TRIPLE E CHARITABLE FOUNDATION INC

EIN:

37-1572510

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAX	1,244	1,244		0