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
EDGAR & PAULINE MAIN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ085340691
A Employer identification number

22-6732462
B Telephone number (see instructions)

(888) 866-3275
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$789,186J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 18,548 18,369  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -7,800
b Gross sales price for all assets on line 6a 486,913
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 10,748 18,369  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 18,487 11,092   7,395
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,017 131   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,278 593   1,685
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,782 11,816 0 9,080
25 Contributions, gifts, grants paid....... 57,000 57,000
26 Total expenses and disbursements. Add lines 24 and 25 79,782 11,816 0 66,080
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -69,034
b Net investment income (if negative, enter -0-) 6,553
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 322 176 176
2 Savings and temporary cash investments......... 20,475 24,134 24,134
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 78,187 Click to see attachment
List of Attached Documents:
// Content
81,686 		82,920
b Investments—corporate stock (attach schedule)....... 530,342 Click to see attachment
List of Attached Documents:
// Content
477,397 		492,244
c Investments—corporate bonds (attach schedule)....... 32,050 Click to see attachment
List of Attached Documents:
// Content
24,823 		24,782
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).......... 177,956 Click to see attachment
List of Attached Documents:
// Content
162,869 		164,930
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) 839,332 771,085 789,186
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 839,332 771,085
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 839,332 771,085
30 Total liabilities and net assets/fund balances (see instructions). 839,332 771,085
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
839,332
2
Enter amount from Part I, line 27a .....................
2
-69,034
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,011
4
Add lines 1, 2, and 3 ..........................
4
771,309
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
224
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
771,085
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 26. AXALTA COATING SYSTEMS LTD SHS   2024-03-01 2024-05-02
b 81. AXALTA COATING SYSTEMS LTD SHS   2024-03-01 2024-05-03
c 32. AXALTA COATING SYSTEMS LTD SHS   2024-03-01 2024-05-15
d 31. AXALTA COATING SYSTEMS LTD SHS   2024-03-01 2024-05-16
e 29. AXALTA COATING SYSTEMS LTD SHS   2024-03-01 2024-05-17
13. AMERICAN EXPRESS CO   2024-03-01 2024-05-23
11. DOLLAR GENERAL CORP   2024-03-01 2024-05-23
49. MONSTER BEVERAGE SHS   2024-03-01 2024-05-23
7. DOLLAR GENERAL CORP   2024-03-01 2024-05-24
25.93 FHLMC SD 8342 05 50%2053   2024-05-28 2024-05-28
19.78 FHLMC RA 5391 03%2051   2024-05-28 2024-05-28
12. AMERICAN EXPRESS CO   2024-03-01 2024-05-31
20. DOLLAR GENERAL CORP   2024-03-01 2024-05-31
52. MONSTER BEVERAGE SHS   2024-03-01 2024-05-31
35. MEDTRONIC PLC SHS   2024-03-01 2024-05-31
27. MEDTRONIC PLC SHS   2024-03-01 2024-06-10
1. AIR PRODS & CHEMS INC   2024-05-23 2024-06-14
5. ALPHABET INC SHS CL C   2024-03-01 2024-06-14
7. ALPHABET INC SHS CL A   2024-03-01 2024-06-14
7. AMAZON COM INC   2024-03-01 2024-06-14
1. ELEVANCE HEALTH INC   2024-03-01 2024-06-14
7. APPLE INC COM   2024-03-01 2024-06-14
2. BERKSHIRE HATHAWAYINC DEL CL B NEW   2024-03-01 2024-06-14
77. BLACKROCK STRATEGIC INCOME OPPRTNTS PTF INST   2024-03-01 2024-06-14
3. CARDINAL HEALTH INC   2024-04-26 2024-06-14
6. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2024-03-01 2024-06-14
13. COMCAST CORP NEW CL A COM   2024-03-01 2024-06-14
2. DIAGEO SPONSORED ADR (UK-USD) SEDOL #2133896   2024-03-01 2024-06-14
2. ELECTRONIC ARTS   2024-03-01 2024-06-14
1. META PLATFORMS INC CLASS A COMMON STOCK   2024-03-01 2024-06-14
5. FORTIVE CORP SHS   2024-03-01 2024-06-14
1. HUMANA INC COM   2024-03-01 2024-06-14
3. INTERCONTINENTAL EXCHANGE INC   2024-03-01 2024-06-14
4. J P MORGAN CHASE & CO COM   2024-03-01 2024-06-14
1. LPL FINANCIAL HOLDINGS SHS   2024-03-01 2024-06-14
10. LAS VEGAS SANDS CORP   2024-03-01 2024-06-14
4. MARVELL TECH INC   2024-03-01 2024-06-14
6. MICROSOFT CORP   2024-03-01 2024-06-14
11. NVIDIA CORP COM   2024-03-01 2024-06-14
3. OTIS WORLDWIDE CORP REG SH   2024-03-01 2024-06-14
2. REINSURNCE GROUP AMERICA   2024-03-01 2024-06-14
4. ROSS STORES INC COM   2024-03-01 2024-06-14
8. SANOFI SPONSORED ADR   2024-03-01 2024-06-14
3. TKO GROUP HOLDINGS INC   2024-03-01 2024-06-14
1. THERMO ELECTRON CORP   2024-03-01 2024-06-14
34. MEDTRONIC PLC SHS   2024-03-01 2024-06-17
32.77 FHLMC SD 8342 05 50%2053   2024-06-25 2024-06-25
35.95 FHLMC RA 5391 03%2051   2024-06-25 2024-06-25
15. CONOCOPHILLIPS COM   2024-03-01 2024-06-26
9. VOYA FINL INC SHS   2024-03-01 2024-06-28
49. FORTREA HOLDINGS INC REG SHS WHEN   2024-03-01 2024-07-01
6. VOYA FINL INC SHS   2024-03-01 2024-07-01
21. FORTREA HOLDINGS INC REG SHS WHEN   2024-03-01 2024-07-02
8000. U.S. TREASURY NOTE 1.250% MAY 31 2028   2024-03-04 2024-07-02
17. VOYA FINL INC SHS   2024-03-01 2024-07-02
4. FORTREA HOLDINGS INC REG SHS WHEN   2024-03-01 2024-07-03
2. FORTREA HOLDINGS INC REG SHS WHEN   2024-05-02 2024-07-05
5. FORTREA HOLDINGS INC REG SHS WHEN   2024-05-06 2024-07-05
5. FORTREA HOLDINGS INC REG SHS WHEN   2024-05-03 2024-07-05
1. FORTREA HOLDINGS INC REG SHS WHEN   2024-03-01 2024-07-05
5. FORTREA HOLDINGS INC REG SHS WHEN   2024-05-06 2024-07-08
2. FORTREA HOLDINGS INC REG SHS WHEN   2024-05-07 2024-07-08
9. ADVANCED MICRO DEVICES   2024-03-01 2024-07-10
11. VOYA FINL INC SHS   2024-03-01 2024-07-15
19. VOYA FINL INC SHS   2024-03-01 2024-07-16
8. VOYA FINL INC SHS   2024-03-01 2024-07-17
3. LPL FINANCIAL HOLDINGS SHS   2024-03-01 2024-07-23
7. VEEVA SYS INC CL A   2024-03-01 2024-07-23
22. LPL FINANCIAL HOLDINGS SHS   2024-03-01 2024-07-24
8. VEEVA SYS INC CL A   2024-03-01 2024-07-24
25.24 FHLMC SD 8342 05 50%2053   2024-07-25 2024-07-25
28.75 FHLMC RA 5391 03%2051   2024-07-25 2024-07-25
8000. U.S. TREASURY NOTE 3.125% AUG 31 2029   2024-03-04 2024-07-25
15. VEEVA SYS INC CL A   2024-03-01 2024-07-25
20. ROSS STORES INC COM   2024-03-01 2024-08-16
9. TENET HEALTHCARE CORP COM NEW   2024-03-01 2024-08-16
5. ZEBRA TECHNOLOGIES CORP CL A   2024-03-01 2024-08-16
25.82 FHLMC SD 8342 05 50%2053   2024-08-26 2024-08-26
26.84 FHLMC RA 5391 03%2051   2024-08-26 2024-08-26
1000. MORGAN STANLEY SER GMTN GLB   2024-03-04 2024-08-28
1000. MORGAN STANLEY SER GMTN GLB   2024-03-04 2024-08-28
3000. MORGAN STANLEY SER GMTN GLB   2024-03-04 2024-08-29
16. ALPHABET INC SHS CL C   2024-03-01 2024-08-30
32. LAS VEGAS SANDS CORP   2024-03-01 2024-08-30
22. ROSS STORES INC COM   2024-03-01 2024-08-30
62. LAS VEGAS SANDS CORP   2024-03-01 2024-09-04
22. ROSS STORES INC COM   2024-03-01 2024-09-04
1. ALPHABET INC SHS CL C   2024-03-01 2024-09-16
8. ALPHABET INC SHS CL C   2024-03-01 2024-09-17
9. TENET HEALTHCARE CORP COM NEW   2024-03-01 2024-09-17
6. UNITEDHEALTH GROUP INC   2024-03-01 2024-09-17
33.47 FHLMC SD 8342 05 50%2053   2024-09-25 2024-09-25
64.43 FHLMC RA 5391 03%2051   2024-09-25 2024-09-25
17. ALPHABET INC SHS CL C   2024-03-01 2024-10-08
13. NOVO-NORDISK A S ADR   2024-03-01 2024-10-08
14. ALPHABET INC SHS CL C   2024-03-01 2024-10-10
491.369 BLACKROCK ALLOCATION TARGET SHARES SERIES C   2024-03-04 2024-10-17
13. DOLLAR TREE INC   2024-03-01 2024-10-17
25. MARVELL TECH INC   2024-03-01 2024-10-17
19. APPLIED MATLS INC   2024-03-01 2024-10-23
31. FORTIVE CORP SHS   2024-03-01 2024-10-23
33.58 FHLMC SD 8342 05 50%2053   2024-10-25 2024-10-25
39.4 FHLMC RA 5391 03%2051   2024-10-25 2024-10-25
21. APPLIED MATLS INC   2024-03-01 2024-10-28
12. FORTIVE CORP SHS   2024-03-01 2024-10-28
17. FORTIVE CORP SHS   2024-03-01 2024-10-29
5000. CITIGROUP INC   2024-03-04 2024-10-30
2. ADVANCED MICRO DEVICES   2024-03-01 2024-11-05
3. AMAZON COM INC   2024-03-01 2024-11-05
2. APPLE INC COM   2024-03-01 2024-11-05
14. AVANTOR INC   2024-03-01 2024-11-05
10. BP AMOCO P L C SPONSORED ADR   2024-03-01 2024-11-05
100. BLACKROCK STRATEGIC INCOME OPPRTNTS PTF INST   2024-03-01 2024-11-05
2. BROADCOM INC   2024-10-17 2024-11-05
6. CIENA CORP   2024-03-01 2024-11-05
8. CORTEVA INC REG SHS   2024-03-01 2024-11-05
4. CROWN CASTLE INC SHS   2024-04-26 2024-11-05
3. DISCOVER FINL SVCS   2024-07-24 2024-11-05
2. INTERCONTINENTAL EXCHANGE INC   2024-03-01 2024-11-05
7. MARVELL TECH INC   2024-03-01 2024-11-05
1. MICROSOFT CORP   2024-03-01 2024-11-05
5. NVIDIA CORP COM   2024-03-01 2024-11-05
3. RTX CORP CORP   2024-03-01 2024-11-05
5. SHELL PLC   2024-03-01 2024-11-05
5. SANOFI SPONSORED ADR   2024-03-01 2024-11-05
17. SONY CORP AMERN SH NEW   2024-03-01 2024-11-05
1. ZEBRA TECHNOLOGIES CORP CL A   2024-03-01 2024-11-05
1. ICON PLC   2024-09-16 2024-11-18
5. ICON PLC   2024-06-17 2024-11-18
8. ICON PLC   2024-06-11 2024-11-18
3. ICON PLC   2024-06-10 2024-11-18
3. ICON PLC   2024-09-17 2024-11-18
5. ICON PLC   2024-06-28 2024-11-18
61.53 FHLMC SD 8342 05 50%2053   2024-11-25 2024-11-25
30.77 FHLMC RA 5391 03%2051   2024-11-25 2024-11-25
23. AVANTOR INC   2024-03-01 2024-11-27
24. BP AMOCO P L C SPONSORED ADR   2024-03-01 2024-11-27
6. BERKSHIRE HATHAWAYINC DEL CL B NEW   2024-03-01 2024-11-27
51. COMCAST CORP NEW CL A COM   2024-03-01 2024-11-27
20. CORTEVA INC REG SHS   2024-03-01 2024-11-27
6. DIAGEO SPONSORED ADR (UK-USD) SEDOL #2133896   2024-03-01 2024-11-27
19. DOLLAR TREE INC   2024-03-01 2024-11-27
10. FORTIVE CORP SHS   2024-03-01 2024-11-27
19. APTIV PLC COM   2024-03-01 2024-11-27
30. AVANTOR INC   2024-03-01 2024-11-29
70. BP AMOCO P L C SPONSORED ADR   2024-03-01 2024-11-29
18. COMCAST CORP NEW CL A COM   2024-03-01 2024-11-29
26. CORTEVA INC REG SHS   2024-03-01 2024-11-29
13. DIAGEO SPONSORED ADR (UK-USD) SEDOL #2133896   2024-03-01 2024-11-29
13. DOLLAR TREE INC   2024-03-01 2024-11-29
2. DOLLAR TREE INC   2024-04-09 2024-11-29
8. DOLLAR TREE INC   2024-04-10 2024-11-29
10. DOLLAR TREE INC   2024-05-23 2024-11-29
18. FORTIVE CORP SHS   2024-03-01 2024-11-29
42. APTIV PLC COM   2024-03-01 2024-11-29
71. AVANTOR INC   2024-03-01 2024-12-02
16. FORTIVE CORP SHS   2024-03-01 2024-12-02
14. APTIV PLC COM   2024-03-01 2024-12-02
3. ADVANCED MICRO DEVICES   2024-03-01 2024-12-18
2. AIR PRODS & CHEMS INC   2024-05-23 2024-12-18
5. ALPHABET INC SHS CL A   2024-03-01 2024-12-18
6. AMAZON COM INC   2024-03-01 2024-12-18
1. ELEVANCE HEALTH INC   2024-03-01 2024-12-18
3. APPLE INC COM   2024-03-01 2024-12-18
21. AVANTOR INC   2024-03-01 2024-12-18
43. BP AMOCO P L C SPONSORED ADR   2024-03-01 2024-12-18
1. BERKSHIRE HATHAWAYINC DEL CL B NEW   2024-03-01 2024-12-18
3. CARDINAL HEALTH INC   2024-04-29 2024-12-18
3. CARDINAL HEALTH INC   2024-04-26 2024-12-18
6. CIENA CORP   2024-03-01 2024-12-18
14. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2024-03-01 2024-12-18
7. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2024-03-01 2024-12-18
71. COMCAST CORP NEW CL A COM   2024-03-01 2024-12-18
7. COMCAST CORP NEW CL A COM   2024-03-01 2024-12-18
3. CONOCOPHILLIPS COM   2024-03-01 2024-12-18
2. CROWN CASTLE INC SHS   2024-04-30 2024-12-18
16. CROWN CASTLE INC SHS   2024-04-29 2024-12-18
1. CROWN CASTLE INC SHS   2024-04-26 2024-12-18
4. CROWN CASTLE INC SHS   2024-04-26 2024-12-18
5. DIAGEO SPONSORED ADR (UK-USD) SEDOL #2133896   2024-03-01 2024-12-18
8. DOLLAR TREE INC   2024-05-23 2024-12-18
1. DOLLAR TREE INC   2024-05-24 2024-12-18
3. DOLLAR TREE INC   2024-05-31 2024-12-18
22. DUN AND BRADSTREET HLDGS INC   2024-03-01 2024-12-18
16. ELECTRONIC ARTS   2024-03-01 2024-12-18
3. ELECTRONIC ARTS   2024-03-01 2024-12-18
2. META PLATFORMS INC CLASS A COMMON STOCK   2024-03-01 2024-12-18
2. HONEYWELL INTERNATIONAL INC   2024-10-08 2024-12-18
2. HUMANA INC COM   2024-03-01 2024-12-18
4. INTERCONTINENTAL EXCHANGE INC   2024-03-01 2024-12-18
3. J P MORGAN CHASE & CO COM   2024-03-01 2024-12-18
15. MARVELL TECH INC   2024-03-01 2024-12-18
4. MICROSOFT CORP   2024-03-01 2024-12-18
6. MICRON TECHNOLOGY INC   2024-03-01 2024-12-18
10. MICRON TECHNOLOGY INC   2024-03-01 2024-12-18
14. NOVO-NORDISK A S ADR   2024-03-01 2024-12-18
5. NOVO-NORDISK A S ADR   2024-03-01 2024-12-18
9. NVIDIA CORP COM   2024-03-01 2024-12-18
3. OTIS WORLDWIDE CORP REG SH   2024-03-01 2024-12-18
2. REINSURNCE GROUP AMERICA   2024-03-01 2024-12-18
7. SANOFI SPONSORED ADR   2024-03-01 2024-12-18
5. SKECHERS U S A INC CL A   2024-03-01 2024-12-18
16. SONY CORP AMERN SH NEW   2024-03-01 2024-12-18
4. TKO GROUP HOLDINGS INC   2024-03-01 2024-12-18
3. TENET HEALTHCARE CORP COM NEW   2024-03-01 2024-12-18
1. THERMO ELECTRON CORP   2024-03-01 2024-12-18
7. UBER TECHNOLOGIES INC   2024-08-30 2024-12-18
1. UNITEDHEALTH GROUP INC   2024-03-01 2024-12-18
2. WABTEC CORP COM   2024-03-01 2024-12-18
1. ZEBRA TECHNOLOGIES CORP CL A   2024-03-01 2024-12-18
54. AVANTOR INC   2024-03-01 2024-12-19
47. BP AMOCO P L C SPONSORED ADR   2024-03-01 2024-12-19
3. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2024-03-01 2024-12-19
9. CROWN CASTLE INC SHS   2024-04-30 2024-12-19
15. DIAGEO SPONSORED ADR (UK-USD) SEDOL #2133896   2024-03-01 2024-12-19
2. DOLLAR TREE INC   2024-09-16 2024-12-19
18. DOLLAR TREE INC   2024-09-17 2024-12-19
8. DOLLAR TREE INC   2024-05-31 2024-12-19
9. DOLLAR TREE INC   2024-06-03 2024-12-19
2. ELECTRONIC ARTS   2024-03-01 2024-12-19
24. NOVO-NORDISK A S ADR   2024-03-01 2024-12-19
50. AVANTOR INC   2024-03-01 2024-12-20
36.54 FHLMC SD 8342 05 50%2053   2024-12-26 2024-12-26
16.38 FHLMC RA 5391 03%2051   2024-12-26 2024-12-26
29.7 FHLMC SD 8342 05 50%2053   2025-01-27 2024-12-31
18.4 FHLMC RA 5391 03%2051   2025-01-27 2024-12-31
13. BERKSHIRE HATHAWAYINC DEL CL B NEW   2024-03-01 2025-01-08
39. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2024-03-01 2025-01-08
72. COMCAST CORP NEW CL A COM   2024-03-01 2025-01-08
48. CORTEVA INC REG SHS   2024-03-01 2025-01-08
23. CROWN CASTLE INC SHS   2024-04-30 2025-01-08
2. DISCOVER FINL SVCS   2024-07-24 2025-01-08
10. DISCOVER FINL SVCS   2024-07-25 2025-01-08
20. ELECTRONIC ARTS   2024-03-01 2025-01-08
41. FORTIVE CORP SHS   2024-03-01 2025-01-08
31. J P MORGAN CHASE & CO COM   2024-03-01 2025-01-08
24. MARVELL TECH INC   2024-03-01 2025-01-08
31. MICRON TECHNOLOGY INC   2024-03-01 2025-01-08
25. OTIS WORLDWIDE CORP REG SH   2024-03-01 2025-01-08
32. RTX CORP CORP   2024-03-01 2025-01-08
49. SANOFI SPONSORED ADR   2024-03-01 2025-01-08
27. SKECHERS U S A INC CL A   2024-03-01 2025-01-08
81. SONY CORP AMERN SH NEW   2024-03-01 2025-01-08
2. THERMO ELECTRON CORP   2024-03-01 2025-01-08
27. UBER TECHNOLOGIES INC   2024-08-30 2025-01-08
9. DISCOVER FINL SVCS   2024-07-26 2025-01-10
4. DISCOVER FINL SVCS   2024-07-25 2025-01-10
17. SANOFI SPONSORED ADR   2024-03-01 2025-01-10
13. SKECHERS U S A INC CL A   2024-03-01 2025-01-10
187. SONY CORP AMERN SH NEW   2024-03-01 2025-01-10
9. DISCOVER FINL SVCS   2024-07-29 2025-01-13
1. DISCOVER FINL SVCS   2024-07-30 2025-01-13
7. ELECTRONIC ARTS   2024-08-30 2025-01-27
12. ELECTRONIC ARTS   2024-05-03 2025-01-27
2. ELECTRONIC ARTS   2024-05-06 2025-01-27
1. ELECTRONIC ARTS   2024-03-01 2025-01-27
5. ELECTRONIC ARTS   2024-05-02 2025-01-27
2. ZEBRA TECHNOLOGIES CORP CL A   2024-03-01 2025-01-27
4. ZEBRA TECHNOLOGIES CORP CL A   2024-03-01 2025-01-28
17. ALPHABET INC SHS CL C   2024-03-01 2025-02-10
25. APPLE INC COM   2024-03-01 2025-02-10
20. ASTERA LABS INC REG SHS   2025-01-08 2025-02-10
2. ASTERA LABS INC REG SHS   2024-12-20 2025-02-10
6. ASTERA LABS INC REG SHS   2024-12-18 2025-02-10
13. ASTERA LABS INC REG SHS   2024-12-19 2025-02-10
26. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2024-03-01 2025-02-10
42. COMCAST CORP NEW CL A COM   2024-03-01 2025-02-10
18. COMCAST CORP NEW CL A COM   2024-03-12 2025-02-10
15. COMCAST CORP NEW CL A COM   2024-03-13 2025-02-10
25. CORTEVA INC REG SHS   2024-03-01 2025-02-10
1. CROWN CASTLE INC SHS   2024-04-30 2025-02-10
19. CROWN CASTLE INC SHS   2024-05-15 2025-02-10
29. DUN AND BRADSTREET HLDGS INC   2024-03-01 2025-02-10
7. FID NATIONAL FINL INC FNF GROU   2024-03-01 2025-02-10
12. HONEYWELL INTERNATIONAL INC   2024-10-08 2025-02-10
14. HONEYWELL INTERNATIONAL INC   2024-10-10 2025-02-10
2. KKR & CO INC CL A   2024-12-20 2025-02-10
10. KKR & CO INC CL A   2025-01-08 2025-02-10
5. KKR & CO INC CL A   2024-12-18 2025-02-10
11. KKR & CO INC CL A   2024-12-19 2025-02-10
42. NOVO-NORDISK A S ADR   2024-03-01 2025-02-10
23. OTIS WORLDWIDE CORP REG SH   2024-03-01 2025-02-10
9. REINSURNCE GROUP AMERICA   2024-03-01 2025-02-10
41. SHELL PLC   2024-03-01 2025-02-10
13. SANOFI SPONSORED ADR   2024-03-01 2025-02-10
27. SONY CORP AMERN SH NEW   2024-03-01 2025-02-10
6. THERMO ELECTRON CORP   2024-03-01 2025-02-10
5. THERMO ELECTRON CORP   2024-03-05 2025-02-10
6. ZEBRA TECHNOLOGIES CORP CL A   2024-03-01 2025-02-10
38. CORTEVA INC REG SHS   2024-03-01 2025-02-11
10. CROWN CASTLE INC SHS   2024-05-15 2025-02-11
31. DUN AND BRADSTREET HLDGS INC   2024-03-01 2025-02-11
15. FID NATIONAL FINL INC FNF GROU   2024-03-01 2025-02-11
6. OTIS WORLDWIDE CORP REG SH   2024-03-01 2025-02-11
2. REINSURNCE GROUP AMERICA   2024-03-01 2025-02-11
6. SHELL PLC   2024-03-01 2025-02-11
7. SANOFI SPONSORED ADR   2024-03-01 2025-02-11
56. SONY CORP AMERN SH NEW   2024-03-01 2025-02-11
25. DUN AND BRADSTREET HLDGS INC   2024-03-01 2025-02-12
16. FID NATIONAL FINL INC FNF GROU   2024-03-01 2025-02-12
34. SONY CORP AMERN SH NEW   2024-03-01 2025-02-12
43. DUN AND BRADSTREET HLDGS INC   2024-03-01 2025-02-13
16. FID NATIONAL FINL INC FNF GROU   2024-03-01 2025-02-13
5000. U.S. TREASURY NOTE 2.000% FEB 15 2025   2024-12-13 2025-02-18
5000. WELLS FARGO & COMPANY GLB   2024-03-04 2025-02-24
23.97 FHLMC SD 8342 05 50%2053     2025-02-25
57.48 FHLMC RA 5391 03%2051     2025-02-25
14. ROSS STORES INC COM   2025-01-10 2025-02-26
21. ROSS STORES INC COM   2025-01-08 2025-02-26
.6667 SANDISK CORP   2025-01-08 2025-02-26
11. WABTEC CORP COM   2024-03-01 2025-02-26
3. WABTEC CORP COM   2024-04-10 2025-02-27
7. WABTEC CORP COM   2024-03-01 2025-02-27
2. AMAZON COM INC   2024-03-01 2025-03-05
290. BLACKROCK STRATEGIC INCOME OPPRTNTS PTF INST   2024-03-01 2025-03-05
1. HOWMET AEROSPACE INC ISSUED   2024-12-18 2025-03-05
1. MICROSOFT CORP   2024-03-01 2025-03-05
2. REDDIT INC REG SHS-A- CL A   2024-11-27 2025-03-05
1. SANOFI SPONSORED ADR   2024-03-01 2025-03-05
1. TKO GROUP HOLDINGS INC   2024-03-01 2025-03-05
1000. ANHEUSER-BUSCH INBEV FIN COMPANY GUARNT GLB   2024-03-04 2025-03-07
87.523 BLACKROCK ALLOCATION TARGET SHARES SERIES C   2024-03-04 2025-03-07
268.691 BLACKROCK ALLOCATION TARGET SHARES SERIES M   2024-03-04 2025-03-07
1000. JPMORGAN CHASE & CO GLB   2024-03-04 2025-03-07
1000. U.S. TREASURY BOND 2.875% MAY 15 2049   2024-03-04 2025-03-07
1000. US TSY 2.375% FEB 15 2042 2.375% FEB 15 2042   2024-03-04 2025-03-07
1. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2025-03-05 2025-03-10
33. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2024-03-01 2025-03-10
22. CONOCOPHILLIPS COM   2024-03-01 2025-03-10
2. CONOCOPHILLIPS COM   2024-03-01 2025-03-10
21. DUN AND BRADSTREET HLDGS INC   2024-03-01 2025-03-10
10. DUN AND BRADSTREET HLDGS INC   2024-03-01 2025-03-10
11. FID NATIONAL FINL INC FNF GROU   2024-03-01 2025-03-10
2. HONEYWELL INTERNATIONAL INC   2024-10-10 2025-03-10
3. HONEYWELL INTERNATIONAL INC   2024-10-11 2025-03-10
8. HONEYWELL INTERNATIONAL INC   2024-10-23 2025-03-10
1. INTUIT INC   2024-12-20 2025-03-10
3. INTUIT INC   2024-12-18 2025-03-10
7. INTUIT INC   2024-12-19 2025-03-10
1. KKR & CO INC CL A   2025-03-05 2025-03-10
6. KKR & CO INC CL A   2025-01-10 2025-03-10
20. KKR & CO INC CL A   2025-01-08 2025-03-10
8. REINSURNCE GROUP AMERICA   2024-03-01 2025-03-10
46. SANOFI SPONSORED ADR   2024-03-01 2025-03-10
36. SKECHERS U S A INC CL A   2024-03-01 2025-03-10
4. UBER TECHNOLOGIES INC   2024-08-30 2025-03-10
39. UBER TECHNOLOGIES INC   2024-09-04 2025-03-10
6. WABTEC CORP COM   2024-04-10 2025-03-10
7. WABTEC CORP COM   2024-07-23 2025-03-10
4. WABTEC CORP COM   2024-08-16 2025-03-10
65. DUN AND BRADSTREET HLDGS INC   2024-03-01 2025-03-11
10. DUN AND BRADSTREET HLDGS INC   2025-03-05 2025-03-11
5. DUN AND BRADSTREET HLDGS INC   2024-07-24 2025-03-11
18. DUN AND BRADSTREET HLDGS INC   2024-07-23 2025-03-11
34. FID NATIONAL FINL INC FNF GROU   2024-03-01 2025-03-11
12. REINSURNCE GROUP AMERICA   2024-03-01 2025-03-11
1. REINSURNCE GROUP AMERICA   2025-03-05 2025-03-11
15. SKECHERS U S A INC CL A   2024-06-28 2025-03-11
1. SKECHERS U S A INC CL A   2024-03-01 2025-03-11
5. WABTEC CORP COM   2024-08-16 2025-03-11
29. DUN AND BRADSTREET HLDGS INC   2024-07-29 2025-03-12
16. DUN AND BRADSTREET HLDGS INC   2024-07-26 2025-03-12
21. DUN AND BRADSTREET HLDGS INC   2024-07-25 2025-03-12
17. DUN AND BRADSTREET HLDGS INC   2024-07-30 2025-03-12
27. DUN AND BRADSTREET HLDGS INC   2024-07-24 2025-03-12
18. FID NATIONAL FINL INC FNF GROU   2024-03-01 2025-03-12
2. FID NATIONAL FINL INC FNF GROU   2025-03-05 2025-03-12
5. DISCOVER FINL SVCS   2024-08-30 2025-03-18
8. DISCOVER FINL SVCS   2024-09-03 2025-03-18
27. ALPHABET INC SHS CL A   2024-03-01 2025-03-20
8. REDDIT INC REG SHS-A- CL A   2024-11-27 2025-03-20
2. REDDIT INC REG SHS-A- CL A   2024-12-20 2025-03-20
16. REDDIT INC REG SHS-A- CL A   2025-01-08 2025-03-20
7. REDDIT INC REG SHS-A- CL A   2024-11-29 2025-03-20
10. REDDIT INC REG SHS-A- CL A   2024-12-19 2025-03-20
5. REDDIT INC REG SHS-A- CL A   2024-12-18 2025-03-20
14. SANDISK CORP   2025-02-10 2025-03-20
14. SANDISK CORP   2025-01-08 2025-03-20
10. TENET HEALTHCARE CORP COM NEW   2024-03-01 2025-03-20
6. UNION PAC CORP   2025-02-11 2025-03-20
13. UNION PAC CORP   2025-02-10 2025-03-20
1. UNION PAC CORP   2025-03-05 2025-03-20
25. TENET HEALTHCARE CORP COM NEW   2024-03-01 2025-03-21
25.33 FHLMC SD 8342 05 50%2053     2025-03-25
49.79 FHLMC RA 5391 03%2051     2025-03-25
5. BERKSHIRE HATHAWAYINC DEL CL B NEW   2024-03-01 2025-04-07
13. TENET HEALTHCARE CORP COM NEW   2024-03-01 2025-04-08
1000. U.S. TREASURY NOTE 3.500% FEB 15 2033   2024-07-25 2025-04-08
6000. U.S. TREASURY NOTE 3.500% FEB 15 2033   2024-07-29 2025-04-08
6. TENET HEALTHCARE CORP COM NEW   2024-03-01 2025-04-09
1000. BP CAP MARKETS PL 3.27% 27 COMPANY GUARNT   2024-03-04 2025-04-15
135.871 BLACKROCK ALLOCATION TARGET SHARES SERIES C   2024-03-04 2025-04-15
187.841 BLACKROCK ALLOCATION TARGET SHARES SERIES M   2024-03-04 2025-04-15
56.737 BLACKROCK ALLOCATION TARGET SHARES SERIES S   2024-03-04 2025-04-15
1000. FEDERAL NATL MTGE ASSN BONDS   2024-03-04 2025-04-15
7. HONEYWELL INTERNATIONAL INC   2024-10-28 2025-04-15
2. HONEYWELL INTERNATIONAL INC   2024-10-23 2025-04-15
57. MARVELL TECH INC   2024-05-02 2025-04-15
6. MARVELL TECH INC   2024-03-01 2025-04-15
1000. U.S. TREASURY NOTE 3.625% MAR 31 2028   2024-03-04 2025-04-15
3. ZEBRA TECHNOLOGIES CORP CL A   2024-03-01 2025-04-15
4. HONEYWELL INTERNATIONAL INC   2024-10-28 2025-04-16
8. ZEBRA TECHNOLOGIES CORP CL A   2024-03-01 2025-04-16
33.57 FHLMC SD 8342 05 50%2053     2025-04-25
36.72 FHLMC RA 5391 03%2051     2025-04-25
102. SONY CORP AMERN SH NEW   2024-03-01 2025-04-28
(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 907   848 59
b 2,843   2,641 202
c 1,144   1,043 101
d 1,101   1,011 90
e 1,030   945 85
3,067   2,859 208
1,535   1,653 -118
2,581   2,880 -299
990   1,052 -62
26   26  
20   20  
2,851   2,639 212
2,682   3,005 -323
2,668   3,056 -388
2,836   2,928 -92
2,239   2,258 -19
281   262 19
891   697 194
1,236   968 268
1,280   1,250 30
533   499 34
1,496   1,261 235
810   814 -4
723   721 2
301   310 -9
384   472 -88
485   559 -74
262   302 -40
271   282 -11
503   502 1
359   428 -69
356   351 5
405   416 -11
776   744 32
276   266 10
435   514 -79
288   310 -22
2,654   2,493 161
1,440   904 536
290   286 4
402   355 47
583   599 -16
372   380 -8
319   246 73
568   575 -7
2,713   2,844 -131
33   33  
36   36  
1,703   1,724 -21
641   616 25
1,170   1,843 -673
427   411 16
499   790 -291
7,083   7,075 8
1,211   1,164 47
94   150 -56
47   74 -27
117   181 -64
117   186 -69
23   38 -15
117   181 -64
47   73 -26
1,648   1,822 -174
797   753 44
1,384   1,301 83
586   548 38
662   798 -136
1,313   1,570 -257
5,053   5,850 -797
1,478   1,794 -316
25   25  
29   29  
7,629   7,572 57
2,814   3,363 -549
2,942   2,993 -51
1,404   859 545
1,721   1,447 274
26   26  
27   27  
990   978 12
990   978 12
2,968   2,933 35
2,630   2,230 400
1,237   1,645 -408
3,307   3,292 15
2,458   3,186 -728
3,319   3,292 27
159   139 20
1,280   1,115 165
1,419   859 560
3,500   2,931 569
33   33  
64   64  
2,809   2,370 439
1,526   1,613 -87
2,290   1,951 339
4,511   4,422 89
878   1,937 -1,059
2,013   1,938 75
3,468   4,012 -544
2,339   2,654 -315
34   34  
39   39  
3,885   4,435 -550
902   1,027 -125
1,271   1,455 -184
5,000   5,012 -12
284   405 -121
592   536 56
445   360 85
316   351 -35
301   357 -56
947   937 10
344   367 -23
387   365 22
492   432 60
436   370 66
458   421 37
313   277 36
603   543 60
412   415 -3
695   411 284
354   270 84
343   318 25
263   237 26
306   300 6
380   289 91
186   295 -109
930   1,582 -652
1,487   2,537 -1,050
558   956 -398
558   892 -334
930   1,594 -664
62   62  
31   31  
484   577 -93
700   856 -156
2,901   2,441 460
2,174   2,193 -19
1,250   1,080 170
713   906 -193
1,359   2,831 -1,472
795   856 -61
1,055   1,510 -455
634   753 -119
2,047   2,497 -450
769   774 -5
1,610   1,404 206
1,544   1,963 -419
932   1,937 -1,005
143   255 -112
574   1,014 -440
717   1,137 -420
1,431   1,541 -110
2,320   3,338 -1,018
1,496   1,781 -285
1,259   1,370 -111
781   1,113 -332
383   607 -224
607   525 82
977   691 286
1,380   1,072 308
373   499 -126
761   540 221
446   527 -81
1,236   1,534 -298
458   407 51
349   308 41
349   310 39
517   365 152
1,106   1,102 4
566   551 15
2,717   3,053 -336
270   301 -31
295   345 -50
186   185 1
1,491   1,487 4
93   92 1
379   367 12
630   755 -125
557   909 -352
70   116 -46
209   353 -144
271   234 37
2,406   2,259 147
458   424 34
1,243   1,005 238
464   412 52
483   702 -219
616   554 62
714   558 156
1,655   1,163 492
1,806   1,662 144
662   576 86
1,094   960 134
1,487   1,738 -251
540   621 -81
1,221   739 482
289   286 3
418   355 63
335   332 3
342   313 29
345   282 63
585   329 256
394   286 108
532   575 -43
441   510 -69
503   488 15
392   284 108
397   289 108
1,134   1,355 -221
1,343   1,677 -334
238   236 2
831   832 -1
1,894   2,265 -371
139   144 -5
1,249   1,308 -59
555   940 -385
624   1,079 -455
301   282 19
2,483   2,979 -496
1,063   1,255 -192
37   37  
16   16  
30   30  
18   18  
5,865   5,289 576
2,952   3,070 -118
2,622   3,096 -474
2,731   2,593 138
1,992   2,126 -134
352   281 71
1,762   1,421 341
2,873   2,824 49
3,135   3,510 -375
7,501   5,762 1,739
2,794   1,860 934
3,093   2,975 118
2,274   2,382 -108
3,685   2,875 810
2,409   2,325 84
1,863   1,693 170
1,680   1,428 252
1,082   1,151 -69
1,763   1,968 -205
1,536   1,285 251
683   568 115
833   807 26
906   815 91
3,820   3,297 523
1,541   1,282 259
171   144 27
823   1,053 -230
1,412   1,554 -142
235   260 -25
118   141 -23
588   641 -53
798   579 219
1,597   1,158 439
3,215   2,370 845
5,729   4,504 1,225
2,037   2,589 -552
204   245 -41
611   774 -163
1,324   1,614 -290
2,263   2,047 216
1,453   1,806 -353
623   778 -155
519   652 -133
1,558   1,350 208
90   92 -2
1,702   1,927 -225
321   308 13
404   354 50
2,493   2,472 21
2,908   2,982 -74
296   284 12
1,479   1,475 4
739   741 -2
1,627   1,598 29
3,549   5,213 -1,664
2,206   2,191 15
1,815   1,598 217
2,711   2,611 100
694   617 77
607   476 131
3,297   3,452 -155
2,748   2,921 -173
2,152   1,736 416
2,394   2,053 341
900   1,014 -114
340   329 11
859   758 101
577   572 5
393   355 38
401   382 19
374   332 42
1,251   987 264
268   265 3
906   808 98
741   599 142
458   456 2
914   808 106
5,000   4,980 20
4,869   4,739 130
24   24  
57   57  
1,949   2,144 -195
2,923   3,226 -303
32   30 2
2,022   1,560 462
548   442 106
1,279   992 287
415   357 58
2,772   2,717 55
130   110 20
396   415 -19
332   279 53
59   47 12
151   82 69
919   931 -12
787   788 -1
2,249   2,214 35
1,007   1,001 6
730   757 -27
733   738 -5
85   84 1
2,816   2,598 218
2,014   2,528 -514
183   230 -47
180   223 -43
86   106 -20
685   556 129
434   426 8
650   646 4
1,734   1,777 -43
584   629 -45
1,752   1,998 -246
4,088   4,535 -447
107   120 -13
642   850 -208
2,140   2,951 -811
1,493   1,421 72
2,734   2,182 552
1,980   2,257 -277
294   292 2
2,863   2,814 49
1,055   884 171
1,231   1,182 49
703   636 67
529   690 -161
81   108 -27
41   52 -11
147   190 -43
2,108   1,718 390
2,233   2,131 102
186   194 -8
827   1,039 -212
55   63 -8
876   795 81
232   312 -80
128   172 -44
168   222 -54
136   185 -49
216   281 -65
1,114   909 205
124   126 -2
776   691 85
1,242   1,107 135
4,407   3,734 673
890   1,117 -227
222   324 -102
1,780   2,737 -957
779   1,000 -221
1,112   1,630 -518
556   831 -275
786   677 109
786   636 150
1,269   954 315
1,408   1,476 -68
3,050   3,166 -116
235   243 -8
3,068   2,385 683
25   25  
50   50  
2,453   2,034 419
1,574   1,240 334
960   949 11
5,760   5,715 45
719   572 147
971   949 22
1,196   1,223 -27
1,561   1,548 13
523   516 7
1,083   1,083  
1,394   1,449 -55
398   444 -46
3,023   3,796 -773
318   465 -147
994   976 18
686   868 -182
787   828 -41
1,796   2,315 -519
34   34  
37   37  
2,557   1,798 759
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       59
b       202
c       101
d       90
e       85
      208
      -118
      -299
      -62
       
       
      212
      -323
      -388
      -92
      -19
      19
      194
      268
      30
      34
      235
      -4
      2
      -9
      -88
      -74
      -40
      -11
      1
      -69
      5
      -11
      32
      10
      -79
      -22
      161
      536
      4
      47
      -16
      -8
      73
      -7
      -131
       
       
      -21
      25
      -673
      16
      -291
      8
      47
      -56
      -27
      -64
      -69
      -15
      -64
      -26
      -174
      44
      83
      38
      -136
      -257
      -797
      -316
       
       
      57
      -549
      -51
      545
      274
       
       
      12
      12
      35
      400
      -408
      15
      -728
      27
      20
      165
      560
      569
       
       
      439
      -87
      339
      89
      -1,059
      75
      -544
      -315
       
       
      -550
      -125
      -184
      -12
      -121
      56
      85
      -35
      -56
      10
      -23
      22
      60
      66
      37
      36
      60
      -3
      284
      84
      25
      26
      6
      91
      -109
      -652
      -1,050
      -398
      -334
      -664
       
       
      -93
      -156
      460
      -19
      170
      -193
      -1,472
      -61
      -455
      -119
      -450
      -5
      206
      -419
      -1,005
      -112
      -440
      -420
      -110
      -1,018
      -285
      -111
      -332
      -224
      82
      286
      308
      -126
      221
      -81
      -298
      51
      41
      39
      152
      4
      15
      -336
      -31
      -50
      1
      4
      1
      12
      -125
      -352
      -46
      -144
      37
      147
      34
      238
      52
      -219
      62
      156
      492
      144
      86
      134
      -251
      -81
      482
      3
      63
      3
      29
      63
      256
      108
      -43
      -69
      15
      108
      108
      -221
      -334
      2
      -1
      -371
      -5
      -59
      -385
      -455
      19
      -496
      -192
       
       
       
       
      576
      -118
      -474
      138
      -134
      71
      341
      49
      -375
      1,739
      934
      118
      -108
      810
      84
      170
      252
      -69
      -205
      251
      115
      26
      91
      523
      259
      27
      -230
      -142
      -25
      -23
      -53
      219
      439
      845
      1,225
      -552
      -41
      -163
      -290
      216
      -353
      -155
      -133
      208
      -2
      -225
      13
      50
      21
      -74
      12
      4
      -2
      29
      -1,664
      15
      217
      100
      77
      131
      -155
      -173
      416
      341
      -114
      11
      101
      5
      38
      19
      42
      264
      3
      98
      142
      2
      106
      20
      130
       
       
      -195
      -303
      2
      462
      106
      287
      58
      55
      20
      -19
      53
      12
      69
      -12
      -1
      35
      6
      -27
      -5
      1
      218
      -514
      -47
      -43
      -20
      129
      8
      4
      -43
      -45
      -246
      -447
      -13
      -208
      -811
      72
      552
      -277
      2
      49
      171
      49
      67
      -161
      -27
      -11
      -43
      390
      102
      -8
      -212
      -8
      81
      -80
      -44
      -54
      -49
      -65
      205
      -2
      85
      135
      673
      -227
      -102
      -957
      -221
      -518
      -275
      109
      150
      315
      -68
      -116
      -8
      683
       
       
      419
      334
      11
      45
      147
      22
      -27
      13
      7
       
      -55
      -46
      -773
      -147
      18
      -182
      -41
      -519
       
       
      759
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 -7,800
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 91
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 91
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 91
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,152
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,152
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 1,061
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow92 Refundedright arrow 11 969
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right 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 arrowN/A
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (888) 866-3275

Located atright arrowPO BOX 1532PENNINGTONNJ ZIP+4right arrow08534
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BANK OF AMERICA N A CO-TRUSTEE
2 		9,987    
PO BOX 1532
PENNINGTON,NJ08534
NICOLE C BENAKSAS CO-TRUSTEE
1 		3,500    
PO BOX 1532
PENNINGTON,NJ08534
PAUL BLANCHARD CO-TRUSTEE
1 		2,500    
PO BOX 1532
PENNINGTON,NJ08534
STEPHANIE BLANCHARD CO-TRUSTEE
1 		2,500    
PO BOX 1532
PENNINGTON,NJ08534
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
818,783
b
Average of monthly cash balances.......................
1b
21,142
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
839,925
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
839,925
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
12,599
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
827,326
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
41,366
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
41,366
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
91
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
91
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
41,275
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
41,275
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
41,275
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
66,080
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
66,080
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 41,275
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...... 18,186
b From 2020...... 0
c From 2021...... 25,019
d From 2022...... 16,974
e From 2023...... 1,247
f Total of lines 3a through e ........ 61,426
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 66,080
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..... 41,275
e Remaining amount distributed out of corpus 24,805
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 86,231
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) ... 		18,186
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		68,045
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 25,019
c Excess from 2022.... 16,974
d Excess from 2023.... 1,247
e Excess from 2024.... 24,805
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).)
NONE
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.
NONE
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:
STEPHANIE BLANCHARD
PO BOX 602
WHITE HORSE,MA02381
(609) 274-6834
N/A
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN DETAILED ANALYSIS OF PURPOSE OF GRANT REQUEST WITH SUPPORTING FINANCIAL DATA
cAny submission deadlines:
FEBRUARY 15TH
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
MUST BE A 501(c) (3) ORGANIZATION
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

TALKING INFORMATION CENTER INC

130 ENTERPRISE DRIVE
MARSHFIELD,MA020502110 		N/A PC UNRESTRICTED GENERAL 500

PLYMOUTH AREA COALITION FOR THE HOMELESS

149 BISHOPS HWY
KINGSTON,MA023642013 		N/A PC UNRESTRICTED GENERAL 2,000

PLYMOUTH GUILD INC

11 NORTH STREET
PLYMOUTH,MA02360 		N/A PC UNRESTRICTED GENERAL 11,000

PLYMOUTH PHILHARMONIC ORCHESTRA

116 COURT STREET
PLYMOUTH,MA023608710 		N/A PC UNRESTRICTED GENERAL 24,000

PILGRIM SOCIETY

75 COURT STREET
PLYMOUTH,MA023603823 		N/A PC UNRESTRICTED GENERAL 10,000

BLACK FEATHER RESCUE INC

190 REAR RUSSELL MILLS ROAD
PLYMOUTH,MA023600000 		N/A PC UNRESTRICTED GENERAL 500

CHRIST CHURCH PARISH FOOD PANTRY

149 COURT STREET
PLYMOUTH,MA02360 		N/A PC UNRESTRICTED GENERAL 6,000

ALZHEIMERS FOUNDATION OF AMERICA INC

322 EIGHTH AVENUE 7TH FL
NEW YORK,NY100018001 		N/A PC UNRESTRICTED GENERAL 2,000

JAURON FAMILY FOUNDATION INC

314 FOREST AVE
SWAMPSCOTT,MA01907 		N/A PC UNRESTRICTED GENERAL 1,000
Total .................................right arrow 3a 57,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 18,548  
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 -7,800  
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) ..   10,748  
13Total. Add line 12, columns (b), (d), and (e)..................
13
10,748
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpBondsSchedule
Name:
EDGAR & PAULINE MAIN FAMILY FOUNDATION
EIN:
22-6732462
Name of Bond End of Year Book Value End of Year Fair Market Value
035242AN6 ANHEUSER-BUSCH INBEV 3,725 3,615
05565QDN5 BP CAPITAL MARKETS P 3,797 3,913
172967MT5 CITIGROUP INC    
46647PEC6 JPMORGAN CHASE & CO 7,007 7,059
61746BDZ6 MORGAN STANLEY    
949746SH5 WELLS FARGO & COMPAN    
91159HJN1 US BANCORP GLB 5,271 5,162
95000U3R2 WELLS FARGO & COMPAN 5,023 5,033

TY 2024 InvestmentsCorpStockSchedule
Name:
EDGAR & PAULINE MAIN FAMILY FOUNDATION
EIN:
22-6732462
Name of Stock End of Year Book Value End of Year Fair Market Value
007903107 ADVNCD MICRO D INC 13,316 6,717
02079K107 ALPHABET INC SHS    
02079K305 ALPHABET INC SHS 10,372 11,910
023135106 AMAZON COM INC COM 33,015 33,749
025816109 AMERICAN EXPRESS CO    
036752103 ELEVANCE HEALTH INC 9,794 8,832
037833100 APPLE INC 13,205 15,513
038222105 APPLIED MATERIALS IN    
05352A100 AVANTOR INC    
055622104 BP P L C SPONS ADR    
084670702 BERKSHIRE HATHAWAYIN 4,068 5,333
14149Y108 CARDINAL HEALTH INC 17,263 21,617
171779309 CIENA CORP 12,180 14,305
192446102 COGNIZANT TECHNOLOGY    
20030N101 COMCAST CORP    
20825C104 CONOCOPHILLIPS 3,440 2,674
22052L104 DOWDUPONT INC    
22822V101 CROWN CASTLE INTERNA    
25243Q205 DIAGEO PLC SPON ADR    
256677105 DOLLAR GENERAL CORP    
256746108 DOLLAR TREE INC    
26484T106 DUN AND BRADSTREET H    
285512109 ELECTRONIC ARTS    
30303M102 META PLATFORMS INC C 24,226 24,705
31620R303 FIDELITY NATIONAL FI    
34959J108 FORTIVE CORP    
34965K107 FORTREA HOLDINGS INC    
444859102 HUMANA INC 10,712 8,916
45866F104 INTERCONTINENTAL EXC 15,026 17,637
46625H100 JPMORGAN CHASE & CO 4,461 5,871
50212V100 LPL FINANCIAL HOLDIN    
517834107 LAS VEGAS SANDS CORP    
573874104 MARVELL TECH INC 4,824 3,911
594918104 MICROSOFT CORP 40,301 38,340
595112103 MICRON TECHNOLOGY IN 8,181 6,233
61174X109 MONSTER BEVERAGE SHS    
670100205 NOVO NORDISK A/S ADR    
67066G104 NVIDIA 15,976 18,081
68902V107 OTIS WORLDWIDE CORP    
743315103 PROGRESSIVE CORP/THE    
75513E101 RTX CORP CORP 2,066 2,901
759351604 REINSURANCE GROUP OF    
778296103 ROSS STORES INC    
780259305 SHELL PLC 2,997 3,031
80105N105 SANOFI ADR 2,609 3,022
830566105 SKECHERS U S A INC    
835699307 SONY GROUP CORP 2,802 4,004
87256C101 TKO GROUP HOLDINGS I 4,353 8,634
88033G407 TENET HEALTHCARE COR 2,955 3,145
883556102 THERMO FISHER SCIENT    
904767704 UNILEVER PLC AMER SH    
91324P102 UNITEDHEALTH GROUP I 4,396 3,703
922475108 VEEVA SYS INC    
929089100 VOYA FINL INC SHS    
929740108 WABTEC CORP    
989207105 ZEBRA TECHNOLOGIES C    
G0750C108 AXALTA COATING SYSTE    
G5960L103 MEDTRONIC PLC SHS    
G6095L109 APTIV PLC SHS    
G51502105 JOHNSON CONTROLS INT 13,391 13,760
92826C839 VISA INC CL A SHRS 24,883 26,258
101137107 BOSTON SCIENTIFIC CO 16,962 17,282
009158106 AIR PRODUCTS&CHEM 12,653 12,470
949746101 WELLS FARGO & CO 8,296 8,237
78467J100 SS AND C TECHNOLOGIE 16,259 15,574
867224107 SUNCOR ENERGY INC NE 2,974 2,647
11135F101 BROADCOM INC 14,559 14,435
443201108 HOWMET AEROSPACE INC 13,410 15,521
03831W108 APPLOVIN CORP COM 11,633 11,580
958102105 WSTN DIGITAL CORP DE 4,481 3,904
L8681T102 SPOTIFY TECH S.A. RE 15,676 16,577
03073E105 CENCORA INC 2,490 2,634
78409V104 S&P GLOBAL INC 18,506 18,502
42809H107 HESS CORP 7,622 6,969
532457108 ELI LILLY & CO 8,439 9,888
62482R107 MR COOPER GROUP INC 12,618 14,043
502441306 LVMH MOET HENNESSY 8,079 6,622
254709108 DISCOVER FINL SVCS 1,928 2,557

TY 2024 InvestmentsGovtObligationsSch
Name:
EDGAR & PAULINE MAIN FAMILY FOUNDATION
EIN:
22-6732462
US Government Securities - End of Year Book Value:

81,686
US Government Securities - End of Year Fair Market Value:

82,920
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 InvestmentsOtherSchedule2
Name:
EDGAR & PAULINE MAIN FAMILY FOUNDATION
EIN:
22-6732462
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
092480102 BLACKROCK ALLOCATION AT COST 33,249 32,953
092480201 BLACKROCK ALLOCATION AT COST 46,939 47,793
092480300 BLACKROCK ALLOCATION AT COST 3,720 3,790
09260B382 BLACKROCK STRATEGIC AT COST 78,961 80,394

TY 2024 OtherDecreasesSchedule
Name:
EDGAR & PAULINE MAIN FAMILY FOUNDATION
EIN:
22-6732462
Description Amount
COST BASIS ADJUSTMENT 224


TY 2024 OtherExpensesSchedule
Name:
EDGAR & PAULINE MAIN FAMILY FOUNDATION
EIN:
22-6732462
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER INVESTMENT FEE 540 540   0
STATE FILING FEE 35 0   35
INVSTMT EXPENSE 23 23   0
OTHER EXPENSES 30 30   0
OTHER CHARITABLE EXPENSES 1,650 0   1,650


TY 2024 OtherIncreasesSchedule
Name:
EDGAR & PAULINE MAIN FAMILY FOUNDATION
EIN:
22-6732462
Description Amount
PRIOIR YEAR ACCRUED INTEREST ADJ 442
CY PENDING SALE 569


TY 2024 TaxesSchedule
Name:
EDGAR & PAULINE MAIN FAMILY FOUNDATION
EIN:
22-6732462
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 131 131   0
EXCISE TAX - PRIOR YEAR 734 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,152 0   0