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 06-01-2024 , and ending 05-31-2025
Name of foundation
THE BOARDMAN FAMILY FOUNDATION # 531
 
Number and street (or P.O. box number if mail is not delivered to street address)BNY MELLON NA - PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

13-7166339
B Telephone number (see instructions)

(212) 922-8935
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$12,886,928J 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... 229,097 227,907  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 515,741
b Gross sales price for all assets on line 6a 4,009,904
7 Capital gain net income (from Part IV, line 2)... 515,741
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........ 744,838 743,648  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 69,465 55,572   13,893
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,916 0 0 2,916
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
15,215 2,683   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
143 143    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 87,739 58,398 0 16,809
25 Contributions, gifts, grants paid....... 532,000 532,000
26 Total expenses and disbursements. Add lines 24 and 25 619,739 58,398 0 548,809
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 125,099
b Net investment income (if negative, enter -0-) 685,250
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.............      
2 Savings and temporary cash investments......... 81,448 104,437 104,437
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
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).......... 8,491,579 Click to see attachment
List of Attached Documents:
// Content
8,591,871 		12,782,491
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) 8,573,027 8,696,308 12,886,928
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........ 8,573,027 8,696,308
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)..... 8,573,027 8,696,308
30 Total liabilities and net assets/fund balances (see instructions). 8,573,027 8,696,308
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
8,573,027
2
Enter amount from Part I, line 27a .....................
2
125,099
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,698,126
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,818
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,696,308
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 1150. INTEL CORPORATION   2023-12-14 2024-06-12
b 610. SHOPIFY INC-A W/I   2023-06-01 2024-06-12
c 81. NORTHROP GRUMMAN CORP   2024-03-20 2024-06-24
d 155. ARES MANAGEMENT CORP   2024-04-09 2024-07-23
e 78.289 BNY MELLON SMALL CAP STK FD CL M SHS   2023-12-18 2024-07-23
1783.042 BNY MELLON SMALL CAP STK FD CL M SHS     2024-07-23
90. GRAIL INC     2024-07-23
390. LAS VEGAS SANDS CORP     2024-07-23
1540. NEWMONT MINING CORP   2023-12-14 2024-07-23
4540. PELOTON INTERACTIVE INC-A   2023-07-31 2024-07-23
188. T -MOBILE US INC     2024-07-23
90. CRH PLC   2024-04-09 2024-07-23
660. INTERNATIONAL GAME TECHNOLOG     2024-07-23
49. INTERNATIONAL GAME TECHNOLOG   2023-04-24 2024-07-23
37. ARES MANAGEMENT CORP   2024-04-09 2024-07-24
430. ARES MANAGEMENT CORP     2024-07-24
657. INTERNATIONAL GAME TECHNOLOG     2024-07-24
237. CONSTELLATION ENERGY CORP   2023-12-14 2024-07-25
660. EDWARDS LIFESCIENCES CORP   2024-04-09 2024-07-25
110. LAS VEGAS SANDS CORP     2024-07-25
370. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-07-25
655. INTERNATIONAL GAME TECHNOLOG     2024-07-25
659. INTERNATIONAL GAME TECHNOLOG     2024-07-26
235. CHEVRON CORPORATION   2024-03-20 2024-08-01
200. J P MORGAN CHASE & CO     2024-08-08
215. EATON CORP PLC   2012-11-30 2024-08-08
145. TRANE TECHNOLOGIES PLC   2012-06-27 2024-08-08
31. EATON CORP PLC   2012-11-30 2024-08-27
287. EATON CORP PLC     2024-08-27
200. ROSS STORES INC   2024-03-20 2024-08-28
1030. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-09-12
184. J P MORGAN CHASE & CO   2017-11-21 2024-09-13
535. NOVARTIS AG SPNSRD ADR     2024-09-13
96. WILLIS TOWERS WATSON PLC     2024-10-04
.813 CHESAPEAKE ENERGY CORP   2022-11-04 2024-10-15
530. CITIGROUP INC   2024-03-20 2024-10-24
80. SANOFI-SYNTHELABO   2024-06-24 2024-10-24
650. SANOFI-SYNTHELABO     2024-10-24
63. UNITED HEALTH GROUP INC   2024-04-25 2024-10-24
213. ALLSTATE CORP COM     2024-10-31
266. T -MOBILE US INC   2017-09-11 2024-10-31
159. ASSURANT INC     2024-11-14
116. CONSTELLATION ENERGY CORP   2023-12-14 2024-11-14
48. SAREPTA THERAPEUTICS INC   2023-06-30 2024-11-14
39. UNITED HEALTH GROUP INC     2024-11-14
33. UNITED HEALTH GROUP INC   2016-09-14 2024-11-14
530. CELSIUS HOLDINGS INC     2024-11-26
503. DEXCOM INC     2024-11-26
1130. SCHLUMBERGER LIMITED COM   2024-04-09 2024-12-13
950. SCHLUMBERGER LIMITED COM   2023-04-12 2024-12-13
449. ALLSTATE CORP COM   2022-11-15 2025-01-10
104. APPLIED MATERIALS INC   2024-03-20 2025-01-10
373. BIO-TECHNE CORP   2024-02-21 2025-01-10
207. HUBBELL INC COM     2025-01-10
1000. NEWMONT MINING CORP   2023-12-14 2025-01-10
409. PINDUODUO INC-ADR   2024-10-31 2025-01-10
16. ROPER TECHNOLOGIES INC   2024-02-21 2025-01-10
137. BIO-TECHNE CORP   2024-02-21 2025-01-13
144. ROPER TECHNOLOGIES INC   2024-02-21 2025-01-15
42. BECTON DICKINSON AND COMPANY   2023-10-13 2025-01-29
321. BECTON DICKINSON AND COMPANY   2024-07-25 2025-02-06
63. BECTON DICKINSON AND COMPANY   2023-10-13 2025-02-06
123. CONSTELLATION ENERGY CORP   2023-12-14 2025-02-21
172. GE VERNOVA LLC   2024-08-08 2025-03-10
415. CME GROUP INC     2025-03-12
1430. EQT CORP COM     2025-03-17
1300. UBER TECHNOLOGIES INC   2023-07-31 2025-03-17
635. SAREPTA THERAPEUTICS INC   2023-06-30 2025-03-20
1310. ALCOA UPSTREAM CORP     2025-03-28
39. ALIGN TECHNOLOGY INC   2023-06-30 2025-03-28
68. ALPHABET INC/CA   2025-03-20 2025-03-28
389. ALPHABET INC/CA     2025-03-28
4. AMAZON COM INC   2024-03-20 2025-03-28
30. AMERICAN INTERNATIONAL GROUP   2025-01-10 2025-03-28
269. APPLE INC     2025-03-28
42. APPLIED MATERIALS INC   2024-03-20 2025-03-28
57. ASSURANT INC     2025-03-28
40. BRISTOL MYERS SQUIBB CO COM   2024-09-13 2025-03-28
36. CME GROUP INC   2019-03-04 2025-03-28
890. CENTENE CORP DEL     2025-03-28
900. CHESAPEAKE ENERGY CORP     2025-03-28
49. CONOCOPHILLIPS   2024-03-20 2025-03-28
43. CONSTELLATION ENERGY CORP   2023-12-14 2025-03-28
130. DEXCOM INC   2025-01-15 2025-03-28
20. DOMINION RES INC VA NEW   2024-04-09 2025-03-28
110. EQT CORP COM   2024-12-13 2025-03-28
140. EQT CORP COM   2024-03-20 2025-03-28
230. FREEPORT-MCMORAN COPPER & GOLD INC CL B   2024-04-09 2025-03-28
65. GARRETT MOTION INC-WI     2025-03-28
31. GE VERNOVA LLC   2024-08-08 2025-03-28
25. HUBBELL INC COM     2025-03-28
25. HUBSPOT INC   2023-06-30 2025-03-28
90. ILLUMINA INC   2023-07-31 2025-03-28
150. INTERNATIONAL BUSINESS MACHINES CORP   2008-01-24 2025-03-28
106. J P MORGAN CHASE & CO   2017-11-21 2025-03-28
30. KYNDRYL HOLDINGS INC   2008-01-24 2025-03-28
250. LAS VEGAS SANDS CORP   2022-12-07 2025-03-28
49. MARATHON PETROLEUM CORP   2023-12-14 2025-03-28
183. MC DONALDS CORPORATION COMMON   2022-06-22 2025-03-28
202. MICROSOFT CORP COM     2025-03-28
10. NETFLIX COM INC   2023-06-30 2025-03-28
723. NVIDIA CORP     2025-03-28
780. OLIN CORP     2025-03-28
2050. PFIZER INC COM     2025-03-28
218. S & P GLOBAL INC     2025-03-28
140. SANOFI-SYNTHELABO   2024-06-24 2025-03-28
50. SANOFI-SYNTHELABO   2023-12-14 2025-03-28
31. SHOPIFY INC-A W/I   2025-02-06 2025-03-28
120. BLOCK INC   2023-06-30 2025-03-28
7. SYNOPSYS INC COM   2025-03-20 2025-03-28
25. UNITED HEALTH GROUP INC   2016-09-14 2025-03-28
140. CRH PLC   2024-04-09 2025-03-28
125. EVEREST RE GRP LTD     2025-03-28
40. MEDTRONIC PLC   2024-02-21 2025-03-28
52. RENAISSANCERE HLDGS LTD   2023-12-14 2025-03-28
32. TRANE TECHNOLOGIES PLC   2012-06-27 2025-03-28
35. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-03-28
269. DIAMONDBACK ENERGY INC     2025-04-03
1030. US BANCORP DEL     2025-04-10
10. BERKSHIRE HATHAWAY INC DEL CL B   2025-03-28 2025-04-14
12. HUBSPOT INC   2023-06-30 2025-04-14
670. PURE STORAGE INC - CLASS A     2025-04-14
320. SANOFI-SYNTHELABO   2023-12-14 2025-04-15
760. SANOFI-SYNTHELABO     2025-04-16
16414.382 BNYM GLBL RL EST SEC-Y     2025-04-24
130. INGERSOLL RAND INC   2025-03-28 2025-04-25
950. INGERSOLL RAND INC   2024-02-21 2025-04-25
430. CHEWY INC - CLASS A   2025-03-28 2025-04-29
90. LULULEMON ATHLETICA INC   2025-03-28 2025-04-29
190. DEXCOM INC   2025-01-15 2025-05-23
272. ALPHABET INC/CA     2025-05-29
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(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 36,003   52,891 -16,888
b 39,498   35,368 4,130
c 34,857   37,962 -3,105
d 23,292   20,578 2,714
e 1,682   1,534 148
38,318   23,036 15,282
1,374   2,393 -1,019
15,997   19,267 -3,270
72,419   63,601 8,818
16,412   44,016 -27,604
33,166   19,580 13,586
7,389   7,544 -155
13,631   19,566 -5,935
1,012   1,401 -389
5,411   4,912 499
62,884   34,731 28,153
13,294   18,741 -5,447
40,324   27,584 12,740
40,152   60,990 -20,838
4,400   5,181 -781
22,495   22,732 -237
13,225   18,283 -5,058
15,318   18,235 -2,917
35,854   36,559 -705
40,688   23,692 16,996
61,462   7,895 53,567
47,378   3,565 43,813
9,221   1,138 8,083
84,981   10,395 74,586
29,990   29,405 585
52,592   63,281 -10,689
37,777   18,259 19,518
61,764   54,405 7,359
27,907   26,208 1,699
70   64 6
33,326   31,501 1,825
4,121   3,925 196
33,486   36,582 -3,096
35,400   31,206 4,194
39,911   28,360 11,551
59,500   16,750 42,750
33,801   23,148 10,653
26,325   13,501 12,824
5,331   5,497 -166
23,125   19,227 3,898
19,567   4,397 15,170
14,669   24,995 -10,326
38,953   63,205 -24,252
45,408   61,071 -15,663
38,175   49,340 -11,165
80,420   59,240 21,180
17,796   20,810 -3,014
27,390   26,581 809
87,243   86,032 1,211
39,027   41,299 -2,272
38,829   49,401 -10,572
8,065   8,747 -682
10,326   9,763 563
74,300   78,726 -4,426
10,375   10,858 -483
72,656   75,145 -2,489
14,260   16,287 -2,027
34,993   14,316 20,677
46,551   30,256 16,295
105,974   85,019 20,955
73,426   66,312 7,114
95,383   64,101 31,282
46,989   72,723 -25,734
40,293   69,015 -28,722
6,189   13,811 -7,622
10,544   11,059 -515
60,315   53,649 6,666
771   705 66
2,495   2,113 382
58,891   60,361 -1,470
6,071   8,404 -2,333
11,657   8,076 3,581
2,371   1,959 412
9,477   6,512 2,965
53,453   57,207 -3,754
99,034   67,788 31,246
4,988   5,959 -971
8,865   5,005 3,860
8,797   10,544 -1,747
1,105   989 116
5,765   5,002 763
7,337   4,722 2,615
8,945   11,769 -2,824
533   305 228
9,316   5,453 3,863
8,316   9,446 -1,130
14,474   13,297 1,177
7,149   16,771 -9,622
36,539   15,359 21,180
25,617   10,519 15,098
936   765 171
9,680   11,589 -1,909
7,065   7,295 -230
56,424   44,587 11,837
76,476   78,690 -2,214
9,330   4,404 4,926
79,447   43,613 35,834
19,029   47,154 -28,125
51,322   94,342 -43,020
109,751   47,798 61,953
7,813   6,868 945
2,790   2,430 360
2,991   3,651 -660
6,587   7,934 -1,347
3,065   3,153 -88
12,974   3,331 9,643
12,366   11,736 630
45,257   47,400 -2,143
3,520   3,423 97
12,583   10,063 2,520
10,680   787 9,893
7,239   7,253 -14
38,426   43,295 -4,869
38,321   47,835 -9,514
5,298   5,258 40
6,457   6,383 74
27,718   40,349 -12,631
16,221   15,549 672
38,795   36,651 2,144
134,106   87,066 47,040
9,740   10,307 -567
71,174   84,117 -12,943
15,954   13,825 2,129
24,312   26,104 -1,792
16,007   15,410 597
46,688   34,636 12,052
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
      86,717
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       -16,888
b       4,130
c       -3,105
d       2,714
e       148
      15,282
      -1,019
      -3,270
      8,818
      -27,604
      13,586
      -155
      -5,935
      -389
      499
      28,153
      -5,447
      12,740
      -20,838
      -781
      -237
      -5,058
      -2,917
      -705
      16,996
      53,567
      43,813
      8,083
      74,586
      585
      -10,689
      19,518
      7,359
      1,699
      6
      1,825
      196
      -3,096
      4,194
      11,551
      42,750
      10,653
      12,824
      -166
      3,898
      15,170
      -10,326
      -24,252
      -15,663
      -11,165
      21,180
      -3,014
      809
      1,211
      -2,272
      -10,572
      -682
      563
      -4,426
      -483
      -2,489
      -2,027
      20,677
      16,295
      20,955
      7,114
      31,282
      -25,734
      -28,722
      -7,622
      -515
      6,666
      66
      382
      -1,470
      -2,333
      3,581
      412
      2,965
      -3,754
      31,246
      -971
      3,860
      -1,747
      116
      763
      2,615
      -2,824
      228
      3,863
      -1,130
      1,177
      -9,622
      21,180
      15,098
      171
      -1,909
      -230
      11,837
      -2,214
      4,926
      35,834
      -28,125
      -43,020
      61,953
      945
      360
      -660
      -1,347
      -88
      9,643
      630
      -2,143
      97
      2,520
      9,893
      -14
      -4,869
      -9,514
      40
      74
      -12,631
      672
      2,144
      47,040
      -567
      -12,943
      2,129
      -1,792
      597
      12,052
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 515,741
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 9,525
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 9,525
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 9,525
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 8,952
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 8,952
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 573
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNJ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
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 arrowBNY MELLON NA Telephone no.right arrow (212) 922-8935

Located atright arrowPO BOX 185PITTSBURGHPA ZIP+4right arrow152300185
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
Nancy Boardman CO-TRUSTEE
3 		0    
PO Box 540
Arlington,VT052500540
James R Boardman CO-TRUSTEE
3 		0    
25 Cathlow Drive
Riverside,CT068782602
BNY MELLON N A CO-TRUSTEE
1 		69,465    
PO BOX 185
PITTSBURGH,PA152300185
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
12,789,834
b
Average of monthly cash balances.......................
1b
230,409
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
13,020,243
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
13,020,243
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
195,304
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,824,939
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
641,247
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
641,247
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
9,525
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,525
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
631,722
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
631,722
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
631,722
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
548,809
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
548,809
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 7 631,722
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 530,656
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 548,809
a Applied to 2023, but not more than line 2a 530,656
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..... 18,153
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 .......... 		613,569
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.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

SECOND CHANCE ANIMAL CENTER

1779 VT ROUTE 7A
ARLINGTON,VT05250 		NONE PC GENERAL OPERATING 106,000

PLANNED PARENTHOOD OF NORTHERN NE

784 HERCULES DRIVE SUITE 110
COLCHESTER,VT05446 		NONE PC GENERAL OPERATING 80,000

SALVE REGINA UNIVERSITY

UNIVERSITY RELATIONS AND ADVANCEMEN
NEWPORT,RI02840 		NONE PC GENERAL OPERATING 5,000

GREENWICH UNITED WAY

2 DEARFIELD DRIVE
GREENWICH,CT06830 		NONE PC GENERAL OPERATING 45,000

CHRIST CHURCH GREENWICH

MS KAREN ROYCE PROJECT LIAISON
GREENWICH,CT06830 		NONE PC GENERAL OPERATING 20,000

MEALS ON WHEELS OF GREENWICH

ATTN LORI JACKSON
GREENWICH,CT068305652 		NONE PC GENERAL OPERATING 5,000

NEIGHBOR TO NEIGHBOR

248 EAST PUTNAM AVENUE
GREENWICH,CT06830 		NONE PC GENERAL OPERATING 45,000

SHOREWALKERS INC

PO BOX 20748
NEW YORK,NY100251516 		NONE PC GENERAL OPERATING 6,000

FRIENDS OF NATHANIEL WITHERELL

DEVELOPMENT DIRECTOR
GREENWICH,CT06830 		NONE PC GENERAL OPERATING 40,000

GREEN MOUNTAIN PUG RESCUE

283 TOWN LINE ROAD
MENDON,VT05701 		NONE PC GENERAL OPERATING 5,000

DORSET EQUINE RESCUE

JENNIFER STRAUB FOUNDER
EAST DORSET,VT05253 		NONE PC GENERAL OPERATING 20,000

WASHINGTON & LEE UNIVERSITY

WASHINGTON LEE UNIVERSITY
LEXINGTON,VA24450 		NONE PC GENERAL OPERATING 5,000

PROJECT MUSIC

1127 HIGH RIDGE RD STE 167
STAMFORD,CT069051203 		NONE PC GENERAL OPERATING 10,000

FRIENDS OF BASEBALL IRELAND CORP

17 VITOS RUN
PLYMOUTH,MA02360 		NONE PC GENERAL OPERATING 20,000

CHOATE ROSEMARY HALL

333 CHRISTIAN ST
WALLINGFORD,CT06492 		NONE PC GENERAL OPERATING 5,000

DARTMOUTH COLLEGE

DARTMOUTH COLLEGE
HANOVER,NH03755 		NONE PC GENERAL OPERATING 5,000

THE CRISPIN SCOTT '13 MEMORIAL FUND

AT DARTMOUTH
HANOVER,NH03755 		NONE PC GENERAL OPERATING 5,000

RIVER HOUSE ADULT DAY CENTER

125 RIVER RD EXT
COS COB,CT06807 		NONE PC GENERAL OPERATING 50,000

MIDDLEBURY COLLEGE

14 OLD CHAPEL RD
MIDDLEBURY,VT05753 		NONE PC GENERAL OPERATING 55,000
Total .................................right arrow 3a 532,000
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 ....     14 229,097  
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 ............ 		    18 515,741  
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) ..   744,838  
13Total. Add line 12, columns (b), (d), and (e)..................
13
744,838
(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 InvestmentsOtherSchedule2
Name:
THE BOARDMAN FAMILY FOUNDATION # 531
EIN:
13-7166339
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
194162103 COLGATE PALMOLIVE CO AT COST 63,472 78,070
244199105 DEERE & COMPANY      
30303M102 FACEBOOK INC      
438516106 HONEYWELL INTL INC AT COST 16,976 105,175
46625H100 J P MORGAN CHASE & C AT COST 59,435 158,400
655844108 NORFOLK SOUTHERN COR AT COST 2,381 111,204
872590104 T -MOBILE US INC      
883556102 THERMO ELECTRON CORP      
91324P102 UNITED HEALTH GROUP AT COST 19,987 45,287
452308109 ILLINOIS TOOL WORKS AT COST 27,253 76,955
79466L302 SALESFORCE COM INC      
91913Y100 VALERO ENERGY CORP N      
007903107 ADVANCED MICRO DEVIC AT COST 11,560 61,123
46432F842 ISHARES CORE MSCI EA AT COST 121,407 165,120
64110L106 NETFLIX COM INC AT COST 32,591 89,335
654106103 NIKE INC CL B      
92826C839 VISA INC      
03027X100 AMERICAN TOWER CORP-      
126650100 CVS CORP      
254687106 DISNEY (WALT) COMPAN AT COST 85,442 105,127
366505105 GARRETT MOTION INC-W      
437076102 HOME DEPOT INC USD 0      
45866FAA2 INTERCONTINENTALEXCH      
459200101 INTERNATIONAL BUSINE      
595112103 MICRON TECHNOLOGY      
882508104 TEXAS INSTRUMENTS IN      
22160K105 COSTCO WHSL CORP NEW AT COST 21,975 624,108
594918104 MICROSOFT CORP COM AT COST 194,091 662,458
852234103 BLOCK INC AT COST 58,843 54,958
G5960L103 MEDTRONIC PLC AT COST 139,306 136,087
02079K305 ALPHABET INC/CA AT COST 161,719 442,402
101137107 BOSTON SCIENTIFIC CO      
166764100 CHEVRONTEXACO CORP      
29444U700 EQUINIX INC      
58933Y105 MERCK & CO INC AT COST 26,793 142,385
70450Y103 PAYPAL HOLDINGS INC      
89417E109 TRAVELERS COS INC AT COST 14,858 57,897
988498101 YUM BRANDS INC      
037833100 APPLE INC AT COST 176,874 416,563
05569M509 BNY MELLON MID CAP S AT COST 244,552 250,687
060505104 BANK OF AMERICA CORP AT COST 110,153 127,536
233203421 DFA EMERG MKTS CORE AT COST 183,768 286,524
742718109 PROCTER & GAMBLE CO      
929089100 VOYA FINANCIAL INC AT COST 29,093 49,890
G29183103 EATON CORP PLC      
00724F101 ADOBE SYS INC COM      
05569M830 BNY MELLON BOND FD C AT COST 829,270 762,415
12572Q105 CME GROUP INC AT COST 40,954 66,470
20030N101 COMCAST CORP NEW CL      
25179M103 DEVON ENERGY CORPORA      
609207105 MONDELEZ INTERNATION      
65339F101 NEXTERA ENERGY INC      
718172109 PHILIP MORRIS INTERN AT COST 48,589 71,514
723787107 PIONEER NAT RES CO      
002824100 ABBOTT LABORATORIES AT COST 90,047 140,125
023135106 AMAZON COM INC AT COST 213,435 460,247
110122108 BRISTOL MYERS SQUIBB AT COST 56,808 56,005
87165B103 SYNCHRONY FINANCIAL      
969457100 WILLIAMS CO INC AT COST 25,163 114,969
026874784 AMERICAN INTERNATION AT COST 33,038 75,330
05569M806 BNY MELLON SMALL CAP AT COST 246,028 390,963
126408103 CSX CORP COM AT COST 61,988 62,548
150870103 CELANESE CORP DEL      
30161N101 EXELON CORP      
G06242104 ATLASSIAN CORP PLC-C      
125523100 CIGNA CORP      
00287Y109 ABBVIE INC      
05588E850 BNY MELLON HIGH YIEL AT COST 446,169 363,874
05589K400 BNYM FLTNG RT INC-Y      
16119P108 CHARTER COMMUNICATIO AT COST 56,730 55,874
191216100 COCA-COLA CO USD      
15135B101 CENTENE CORP DEL      
G8994E103 TRANE TECHNOLOGIES P AT COST 4,573 80,030
05588F709 BNYM GLBL RL EST SEC      
482480100 KLA TENCOR CORP      
67066G104 NVIDIA CORP AT COST 126,180 687,406
22788C105 CROWDSTRIKE HOLDINGS      
78409V104 S & P GLOBAL INC      
816851109 SEMPRA ENERGY      
031162100 AMGEN INC AT COST 35,709 49,567
009158106 AIR PRODUCTS AND CHE      
75513E101 RTX CORPORATION AT COST 52,469 97,720
88339J105 TRADE DESK INC/THE      
461202103 INTUIT INC COM      
67103H107 O'REILLY AUTOMOTIVE      
55024U109 LUMENTUM HOLDINGS IN      
89832Q109 TRUIST FINL CORP      
05587N794 BNYM GLBL RL RTRN -Y      
518439104 ESTEE LAUDER COMPANI      
538034109 LIVE NATION INC      
302491303 F M C CORP COM NEW      
517834107 LAS VEGAS SANDS CORP AT COST 51,169 59,270
37045V100 GENERAL MOTORS CO AT COST 50,142 57,052
235851102 DANAHER CORP COMMON AT COST 129,196 113,750
G46188101 HORIZON THERAPEUTICS      
532457108 ELI LILLY & CO COM      
83088M102 SKYWORKS SOLUTIONS I      
828806109 SIMON PPTY GROUP INC      
09857L108 BOOKING HOLDINGS INC      
03076C106 AMERIPRISE FINL INC      
57636Q104 MASTERCARD INC      
744573106 PUBLIC SERVICE ENTER      
717081103 PFIZER INC COM      
G7997R103 SEAGATE TECHNOLOGY H      
G1151C101 ACCENTURE PLC IRELAN      
98978V103 ZOETIS INC AT COST 57,515 58,515
26614N102 DUPONT DE NEMOURS IN      
11135F101 BROADCOM INC AT COST 84,524 101,185
88160R101 TESLA MOTORS INC      
68622V106 ORGANON & CO      
571903202 MARRIOTT INTERNATION      
74340W103 PROLOGIS INC      
05722G100 BAKER HUGHES A GE CO AT COST 47,724 56,316
00206R102 AT&T INC AT COST 102,822 139,556
02209S103 ALTRIA GROUP INC      
V7780T103 ROYAL CARIBBEAN CRUI AT COST 41,861 51,908
50155Q100 KYNDRYL HOLDINGS INC      
219350105 CORNING INC COM      
G3223R108 EVEREST RE GRP LTD      
G4863A108 INTERNATIONAL GAME T      
032095101 AMPHENOL CORP NEW      
020002101 ALLSTATE CORP COM      
29250N105 ENBRIDGE INC AT COST 64,215 77,622
30231G102 EXXON MOBIL CORP AT COST 103,934 92,275
680665205 OLIN CORP COM PAR $1      
68389X105 ORACLE CORPORATION      
03990B101 ARES MANAGEMENT CORP      
036752103 ANTHEM INC      
097023105 BOEING COMPANY AT COST 57,704 68,001
444859102 HUMANA INC COM      
863667101 STRYKER CORP AT COST 72,806 110,200
845467109 SOUTHWESTERN ENERGY      
806857108 SCHLUMBERGER LIMITED      
573284106 MARTIN MARIETTA MATL      
372460105 GENUINE PARTS CO      
35671D857 FREEPORT-MCMORAN COP AT COST 85,207 74,651
013872106 ALCOA UPSTREAM CORP      
75886F107 REGENERON PHARMACEUT      
747525103 QUALCOMM INC      
80105N105 SANOFI-SYNTHELABO      
595017104 MICROCHIP TECHNOLOGY      
580135101 MC DONALDS CORPORATI      
016255101 ALIGN TECHNOLOGY INC AT COST 88,530 45,235
031100100 AMETEK INC NEW AT COST 84,350 85,974
038222105 APPLIED MATERIALS IN AT COST 55,627 43,577
04621X108 ASSURANT INC AT COST 42,487 61,300
075887109 BECTON DICKINSON AND      
084670702 BERKSHIRE HATHAWAY I AT COST 179,347 229,806
09073M104 BIO-TECHNE CORP      
17275R102 CISCO SYS INC AT COST 111,625 141,210
172967424 CITIGROUP INC      
20825C104 CONOCOPHILLIPS AT COST 59,497 44,211
21037T109 CONSTELLATION ENERGY AT COST 33,287 87,559
22160N109 COSTAR GROUP INC AT COST 81,227 64,733
252131107 DEXCOM INC AT COST 47,852 50,622
25746U109 DOMINION RES INC VA AT COST 83,349 96,906
26884L109 EQT CORP COM AT COST 53,921 88,208
28176E108 EDWARDS LIFESCIENCES      
320517105 FIRST HORIZON NATL C AT COST 26,290 34,591
38141G104 GOLDMAN SACHS GROUP AT COST 88,181 123,092
443201108 HOWMET AEROSPACE INC AT COST 96,820 211,343
443573100 HUBSPOT INC AT COST 80,314 89,075
452327109 ILLUMINA INC AT COST 65,088 37,008
45687V106 INGERSOLL RAND INC      
458140100 INTEL CORPORATION      
46120E602 INTUITIVE SURGICAL I AT COST 75,565 103,288
49177J102 KENVUE INC AT COST 66,244 77,339
502431109 L3HARRIS TECHNOLOGIE AT COST 98,273 108,976
56585A102 MARATHON PETROLEUM C AT COST 39,901 43,078
651639106 NEWMONT MINING CORP AT COST 57,166 66,954
666807102 NORTHROP GRUMMAN COR      
66987V109 NOVARTIS AG SPNSRD A      
674599105 OCCIDENTAL PETROLEUM      
681919106 OMNICOM GROUP INC CO AT COST 75,471 66,096
70614W100 PELOTON INTERACTIVE      
718546104 PHILLIPS 66 AT COST 55,234 43,009
776696106 ROPER INDS INC NEW      
778296103 ROSS STORES INC      
803607100 SAREPTA THERAPEUTICS      
82509L107 SHOPIFY INC-A W/I AT COST 65,853 64,118
90353T100 UBER TECHNOLOGIES IN      
92338C103 VERALTO CORP-W/I AT COST 70,181 78,298
G25508105 CRH PLC AT COST 62,870 68,370
G51502105 JOHNSON CTLS INTL PL AT COST 85,672 127,726
G7496G103 RENAISSANCERE HLDGS AT COST 52,054 67,094
049468101 ATLASSIAN CORP AT COST 39,383 35,505
05464C101 AXON ENTERPRISE INC AT COST 55,994 75,036
071813109 BAXTER INTL INC COM AT COST 62,704 53,375
08265T208 BENTLEY SYSTEMS INC AT COST 23,548 23,388
09075V102 BIONTECH SE-ADR AT COST 40,692 38,324
14040H105 CAPITAL ONE FINL COR AT COST 41,295 45,585
16679L109 CHEWY INC - CLASS A AT COST 59,480 83,713
25659T107 DOLBY LABORATORIES I AT COST 64,571 60,893
36828A101 GE VERNOVA LLC AT COST 34,454 92,704
375558103 GILEAD SCIENCES INC AT COST 44,743 52,618
42809H107 HESS CORP AT COST 40,704 35,823
443510607 HUBBELL INC COM AT COST 79,553 83,760
45866F104 INTERCONTINENTALEXCH AT COST 40,632 42,613
460146103 INTERNATIONAL PAPER AT COST 62,192 61,675
478160104 JOHNSON & JOHNSON CO AT COST 112,695 106,008
504922105 LABCORP HOLDINGS INC AT COST 57,372 68,467
59156R108 METLIFE INC AT COST 43,532 41,647
60937P106 MONGODB INC AT COST 62,064 38,899
759916109 REPLIGEN CORP AT COST 48,157 42,623
808513105 SCHWAB CHARLES CORP AT COST 39,115 46,820
81762P102 SERVICENOW INC AT COST 90,518 95,042
871607107 SYNOPSYS INC COM AT COST 46,640 48,254
88579Y101 3M CO AT COST 45,688 56,818
G0403H108 AON PLC/IRELAND A AT COST 44,951 49,859
H01301128 ALCON INC AT COST 71,970 67,033
L8681T102 SPOTIFY TECHNOLOGY S AT COST 38,450 44,564

TY 2024 LegalFeesSchedule
Name:
THE BOARDMAN FAMILY FOUNDATION # 531
EIN:
13-7166339
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 2,916     2,916


TY 2024 OtherDecreasesSchedule
Name:
THE BOARDMAN FAMILY FOUNDATION # 531
EIN:
13-7166339
Description Amount
MUTUAL FUND TIMING ADJ 626
ROC ON CY SALES 311
PY RETURN OF CAPITAL ADJUSTMENT 880
ROUNDING 1


TY 2024 OtherExpensesSchedule
Name:
THE BOARDMAN FAMILY FOUNDATION # 531
EIN:
13-7166339
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 143 143   0


TY 2024 TaxesSchedule
Name:
THE BOARDMAN FAMILY FOUNDATION # 531
EIN:
13-7166339
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,177 2,177   0
FEDERAL TAX PAYMENT - PRIOR YE 3,580 0   0
FEDERAL ESTIMATES - PRINCIPAL 8,952 0   0
FOREIGN TAXES ON NONQUALIFIED 506 506   0