TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025

Name of foundation
THE 1830 FAMILY FOUNDATION 2138-00-42

Number and street (or P.O. box number if mail is not delivered to street address)GLENMEDE TRUST CO NA 1650 MARK
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19103

A Employer identification number

26-1462775

B Telephone number (see instructions)

(215) 419-6000

C If exemption application is pending, check here right arrow

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

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

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

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

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

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

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

$20,316,136J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	430,590		430,590
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		431,507
b	Gross sales price for all assets on line 6a 2,959,988
7	Capital gain net income (from Part IV, line 2)...			431,507
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).......	List of Attached Documents: // Content	66,257	65,689
12	Total. Add lines 1 through 11........	928,354		927,786
13	Compensation of officers, directors, trustees, etc.
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).......	List of Attached Documents: // Content	3,500	0	0	3,500
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	113,742	113,742		0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	23,642	6,113		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).......	List of Attached Documents: // Content	3,500			3,500
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	144,384		119,855	0	7,000
25	Contributions, gifts, grants paid.......	1,000,500				1,000,500
26	Total expenses and disbursements. Add lines 24 and 25	1,144,884		119,855	0	1,007,500
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-216,530
b	Net investment income (if negative, enter -0-)			807,931
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	256,354	361,355	361,355
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	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
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	16,548,633	16,140,349	19,954,781
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	16,804,987	16,501,704	20,316,136
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	16,804,987	16,501,704
	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).....	16,804,987	16,501,704
	30	Total liabilities and net assets/fund balances (see instructions).	16,804,987	16,501,704

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

16,804,987

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

-216,530

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

List of Attached Documents:

// Content

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

16,588,496

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

86,792

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

16,501,704

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	35. AT&T INC		2023-11-27	2024-10-09
b	631. AT&T INC		2023-08-07	2024-10-09
c	80. ABERCROMBIE & FITCH CO-CL A		2024-09-09	2025-05-09
d	35. AGILENT TECHNOLOGIES INC		2024-09-09	2024-12-05
e	42. AGILENT TECHNOLOGIES INC		2024-09-09	2025-05-09
	36. AIRBNB INC		2024-06-06	2024-07-09
	34. AIRBNB INC		2024-06-06	2024-09-09
	73. AIRBNB INC		2025-04-08	2025-05-09
	51. AKAMAI TECHNOLOGIES		2020-12-07	2025-01-07
	61. AKAMAI TECHNOLOGIES		2020-12-07	2025-02-06
	95. ALLISON TRANSMISSION HLDGS INC COM		2024-05-07	2025-05-09
	41. ALPHABET INC CAP STK CL C		2022-03-25	2024-09-06
	62. ALPHABET INC CAP STK CL C		2022-03-25	2024-09-09
	9. ALPHABET INC CAP STK CL C		2022-03-25	2025-02-27
	2. ALPHABET INC CAP STK CL C		2022-03-25	2025-02-27
	126. ALPHABET INC CAP STK CL C		2022-03-25	2025-02-27
	92. ALPHABET INC CAP STK CL A		2023-02-06	2025-05-09
	10. AMAZON.COM INC		2024-04-09	2024-07-09
	5. AMAZON.COM INC		2022-03-25	2024-07-09
	6. AMAZON.COM INC		2022-03-25	2024-07-09
	24. AMAZON.COM INC		2022-03-25	2024-07-09
	8. AMAZON.COM INC		2022-05-12	2024-07-09
	23. AMAZON.COM INC		2022-03-25	2024-07-10
	46. AMAZON.COM INC		2024-04-09	2024-08-06
	121. AMAZON.COM INC		2023-08-29	2024-11-07
	44. AMAZON.COM INC		2023-09-27	2024-11-08
	18. AMAZON.COM INC		2023-09-27	2024-11-11
	13. AMAZON.COM INC		2023-12-19	2025-04-14
	64. AMAZON.COM INC		2023-11-28	2025-04-14
	20. AMAZON.COM INC		2023-11-28	2025-04-14
	13. AMAZON.COM INC		2023-11-28	2025-04-15
	26. AMAZON.COM INC		2023-09-27	2025-04-15
	50. AMAZON.COM INC		2025-02-06	2025-05-06
	422. AMERICAN EAGLE OUTFITTERS		2024-03-06	2025-04-08
	24. AMERICAN TOWER CORP		2025-05-06	2025-05-09
	45. AMERISOURCEBERGEN CORP		2024-07-09	2025-05-09
	5. AMERISOURCEBERGEN CORP		2025-01-07	2025-05-09
	31. AMETEK INC		2024-11-05	2025-05-09
	30. AMETEK INC		2020-12-07	2025-05-09
	7. AMGEN		2023-08-28	2024-07-09
	13. AMGEN		2017-03-03	2024-07-09
	251. AMKOR TECHNOLOGY INC		2024-07-09	2024-11-05
	2. ELEVANCE HEALTH INC		2024-09-09	2025-02-06
	18. ELEVANCE HEALTH INC		2021-08-03	2025-02-06
	26. ELEVANCE HEALTH INC		2025-05-06	2025-05-09
	470. APA CORPORATION		2024-11-05	2025-01-07
	695. APA CORPORATION		2025-05-06	2025-05-09
	123. APPLE COMPUTER INC.		2024-07-10	2025-03-13
	111. APPLE COMPUTER INC.		2024-07-09	2025-04-08
	64. APPLIED MATERIALS INC		2023-07-10	2025-05-09
	319. ARAMARK		2024-04-09	2025-04-08
	37. ARISTA NETWORKS INC COM		2020-05-05	2024-07-09
	20. ARISTA NETWORKS INC COM		2020-05-05	2024-10-09
	24. ARISTA NETWORKS INC		2024-09-09	2025-05-09
	87. ARISTA NETWORKS INC		2024-12-05	2025-05-09
	32. ARISTA NETWORKS INC		2020-05-05	2025-05-09
	2. AUTODESK INC		2023-11-27	2024-11-05
	19. AUTODESK INC		2023-06-05	2024-11-05
	19. AUTODESK INC		2024-12-05	2025-03-06
	310. BAKER HUGHES COMPANY		2020-08-04	2025-05-09
	118. BANK OF AMERICA CORP		2024-12-05	2025-05-09
	134. BANK OF AMERICA CORP		2024-05-07	2025-05-09
	39. BANK OF NEW YORK MELLON CORP		2023-02-06	2025-02-06
	152. BANK OF NEW YORK MELLON CORP		2023-02-06	2025-05-06
	24. BECTON DICKINSON & CO.		2025-04-08	2025-05-06
	74. BERRY GLOBAL GROUP INC		2024-01-09	2024-12-05
	25. BERRY GLOBAL GROUP INC		2024-07-09	2024-12-05
	73. BERRY GLOBAL GROUP INC		2023-09-05	2024-12-05
	30. BIOGEN IDEC INC		2024-08-06	2025-05-06
	31. BIOGEN IDEC INC		2024-08-06	2025-05-09
	13. BIOGEN IDEC INC		2025-01-07	2025-05-09
	298. BORG WARNER AUTOMOTIVE		2024-07-09	2025-05-09
	82. BORG WARNER AUTOMOTIVE		2025-02-06	2025-05-09
	197. BRISTOL MYERS SQUIBB CO.		2023-12-06	2024-09-09
	100. BRISTOL MYERS SQUIBB CO.		2024-11-05	2025-05-09
	100. BRISTOL MYERS SQUIBB CO.		2024-12-05	2025-05-09
	228. BRIXMOR PPTY GROUP INC		2025-02-06	2025-05-09
	89. CBRE GROUP INC		2024-03-06	2025-05-09
	15. THE CIGNA GROUP		2023-07-10	2024-11-05
	18. THE CIGNA GROUP		2023-07-10	2025-01-07
	48. CME GROUP INC		2022-11-07	2025-05-09
	94. CSX CORP.		2020-04-06	2024-11-05
	166. CSX CORP.		2020-04-06	2025-04-08
	42. CVS CORP		2023-08-07	2024-07-09
	71. CVS CORP		2022-03-02	2024-07-09
	130. CARMAX INC		2025-05-06	2025-05-09
	17. CENTENE CORP		2024-09-09	2025-05-09
	32. CENTENE CORP		2025-01-07	2025-05-09
	132. CENTENE CORP		2023-04-05	2025-05-09
	58. CIENA CORP		2024-06-06	2024-10-09
	66. CIENA CORP		2024-06-06	2024-11-05
	87. CIENA CORP		2024-06-06	2025-01-07
	176. CIENA CORP		2025-04-08	2025-05-09
	100. CIRRUS LOGIC INC		2024-06-06	2025-05-09
	13. CIRRUS LOGIC INC		2024-12-05	2025-05-09
	37. CISCO SYSTEMS		2024-07-09	2025-05-09
	185. CISCO SYSTEMS		2017-03-03	2025-05-09
	59. CITIGROUP INC		2024-12-05	2025-05-09
	105. CITIGROUP INC		2023-07-10	2025-05-09
	19. COCA COLA CO.		2023-08-28	2024-08-06
	74. COCA COLA CO.		2023-01-09	2024-08-06
	13. COGNIZANT TECH SOLUTIONS CRP		2024-04-09	2025-04-08
	134. COGNIZANT TECH SOLUTIONS CRP		2023-09-05	2025-04-08
	69. COGNIZANT TECH SOLUTIONS CRP		2025-05-06	2025-05-09
	50. COLGATE PALMOLIVE CO.		2024-08-06	2025-01-07
	38. COMCAST CORP-CL A		2023-08-28	2024-08-06
	15. COMCAST CORP-CL A		2022-03-02	2024-08-06
	144. COMCAST CORP-CL A		2025-01-07	2025-05-09
	205. COMCAST CORP-CL A		2017-04-07	2025-05-09
	134. COMERICA INC.		2024-10-09	2024-12-05
	42. CORPAY, INC		2023-03-06	2025-05-09
	40. DTE ENERGY CO		2024-04-09	2025-05-06
	55. DTE ENERGY CO		2024-04-09	2025-05-09
	92. DECKERS OUTDOOR CORP		2025-03-06	2025-05-09
	261. DELTA AIR LINES INC		2025-03-06	2025-05-09
	282. DEVON ENERGY CORP		2024-10-09	2025-02-06
	340. DEVON ENERGY CORP		2025-04-08	2025-05-09
	67. DICK'S SPORTING GOODS INC		2023-12-06	2025-05-09
	45. WALT DISNEY CO.		2024-07-09	2024-09-09
	60. WALT DISNEY CO.		2024-07-09	2024-12-05
	70. WALT DISNEY CO.		2025-04-08	2025-05-09
	10. DOCUSIGN INC		2024-10-09	2025-05-09
	155. DOCUSIGN INC		2022-11-07	2025-05-09
	27. DROPBOX INC		2024-10-09	2025-05-09
	407. DROPBOX INC		2020-09-08	2025-05-09
	216. DYNATRACE INC		2024-01-09	2025-05-09
	47. EOG RESOURCES INC		2025-03-06	2025-04-08
	45. EOG RESOURCES INC		2025-03-06	2025-05-06
	240. EBAY INC		2022-08-03	2025-05-09
	164. EDWARDS LIFESCIENCES CP -WI		2025-02-06	2025-03-06
	37. ELECTRONIC ARTS		2024-01-09	2024-07-09
	25. ENTERGY CORP. NEW		2023-11-06	2024-07-09
	49. ENTERGY CORP. NEW		2023-11-06	2024-10-09
	5. EQUINIX INC		2022-12-06	2025-04-08
	7. EQUINIX INC		2022-12-06	2025-05-09
	132. EXELON CORPORATION		2024-02-06	2025-02-06
	144. EXELON CORPORATION		2024-02-06	2025-05-09
	40. EXPEDIA GROUP INC		2024-09-09	2025-05-09
	22. EXPEDIA GROUP INC		2024-12-05	2025-05-09
	105. EXXON MOBIL CORPORATION		2025-01-07	2025-05-09
	5. META PLATFORMS INC		2023-03-06	2024-10-09
	4. META PLATFORMS INC		2024-12-05	2025-05-09
	15. META PLATFORMS INC		2023-03-06	2025-05-09
	60. F5 NETWORKS INC		2024-02-06	2025-05-09
	34. FIDELITY NATIONAL INFORMATION SERVICES		2024-08-06	2024-09-09
	104. FIDELITY NATIONAL INFORMATION SERVICES		2024-08-06	2024-10-09
	9. FISERV INC		2024-10-09	2025-03-06
	25. FISERV INC		2024-10-09	2025-04-08
	25. FISERV INC		2024-10-09	2025-05-09
	33. FISERV INC		2025-05-06	2025-05-09
	126. FORTINET INC		2019-05-06	2024-09-09
	10. FORTINET INC		2023-11-27	2024-10-09
	60. FORTINET INC		2019-05-06	2024-10-09
	84. FOX CORP CL A		2024-07-09	2025-05-09
	213. FOX CORP CL A		2019-06-05	2025-05-09
	160. FREEPORT MCMOREN COOPER GOLD INC. CL B		2025-04-08	2025-05-09
	5694. GMO QUALITY FUND R6		2023-07-31	2024-12-04
	5. GARTNER GROUP CLASS A		2023-09-27	2024-11-26
	4. GARTNER GROUP CLASS A		2023-08-29	2024-11-27
	2. GARTNER GROUP CLASS A		2023-11-28	2024-11-29
	2. GARTNER GROUP CLASS A		2023-11-28	2024-12-02
	1. GARTNER GROUP CLASS A		2023-11-28	2024-12-02
	1. GARTNER GROUP CLASS A		2023-08-29	2024-12-02
	1. GARTNER GROUP CLASS A		2023-08-29	2024-12-03
	1. GARTNER GROUP CLASS A		2022-11-01	2024-12-03
	150. GENERAL MILLS INC.		2018-05-07	2025-05-09
	105. GENERAL MOTORS CO		2024-06-06	2025-05-09
	9. GENERAL MOTORS CO		2025-03-06	2025-05-09
	118. GENERAL MOTORS CO		2024-04-09	2025-05-09
	140. GILEAD SCIENCES INC.		2022-11-07	2025-05-09
	56. GRAPHIC PACKAGING HLDG CO COM		2023-08-28	2024-07-09
	130. GRAPHIC PACKAGING HLDG CO COM		2022-12-06	2024-07-09
	10. HF SINCLAIR CORPORATION		2024-01-09	2024-09-09
	85. HF SINCLAIR CORPORATION		2023-07-10	2024-09-09
	313. HP INC		2024-08-06	2025-05-09
	103. HP INC		2025-01-07	2025-05-09
	182. HALLIBURTON CO.		2024-06-06	2024-08-06
	96. HALOZYME THERAPEUTICS INC		2024-08-06	2025-05-09
	61. HALOZYME THERAPEUTICS INC		2025-01-07	2025-05-09
	293. HARLEY DAVIDSON INC.		2024-02-06	2024-11-05
	5493. OAKMARK INTERNATIONAL FUND		2024-06-26	2024-08-01
	33. HARTFORD FINANCIAL SERVICES GROUP INC		2024-10-09	2025-01-07
	3. HARTFORD FINANCIAL SERVICES GROUP INC		2024-10-09	2025-02-06
	60. HARTFORD FINANCIAL SERVICES GROUP INC		2023-11-06	2025-02-06
	109. HEWLETT PACKARD ENTERPRISE CO		2025-04-08	2025-05-09
	621. HEWLETT PACKARD ENTERPRISE CO		2021-05-04	2025-05-09
	344. HOST HOTELS & RESORTS		2024-01-09	2024-08-06
	43. HUMANA INC.		2025-03-06	2025-05-09
	480. HUNTINGTON BANCSHARES		2024-02-06	2024-08-06
	187. INCYTE PHARMACEUTICALS INC		2024-05-07	2024-08-06
	47. INGERSOLL RAND INC		2024-05-07	2024-10-09
	56. INGERSOLL RAND INC		2024-05-07	2024-12-05
	532. INTEL CORP.		2024-11-05	2025-02-06
	3. INTERCONTINENTAL EXCHANGE GROUP		2024-05-07	2024-07-09
	38. INTERCONTINENTAL EXCHANGE GROUP		2023-05-03	2024-07-09
	32. INTERCONTINENTAL EXCHANGE GROUP		2024-10-09	2025-05-09
	36. INTERCONTINENTAL EXCHANGE GROUP		2024-05-07	2025-05-09
	28. INTERDIGITAL INC		2025-03-06	2025-05-09
	39. IQVIA HOLDINGS INC		2024-07-09	2025-01-07
	36. JOHNSON & JOHNSON		2024-07-09	2025-05-09
	34. JOHNSON & JOHNSON		2024-04-09	2025-05-09
	216. KENVUE INC		2023-10-04	2024-09-09
	51. KENVUE INC		2023-09-05	2024-09-09
	90. KIMBERLY CLARK CORP.		2024-09-09	2025-03-06
	297. KINDER MORGAN INC		2023-11-06	2024-11-05
	106. KIRBY CORP		2025-01-07	2025-05-09
	93. KRAFT HEINZ CO		2024-11-05	2025-04-08
	60. KRAFT HEINZ CO		2024-11-05	2025-05-06
	145. KRAFT HEINZ CO		2024-03-06	2025-05-06
	98. KROGER CO.		2024-06-06	2025-05-09
	89. KROGER CO.		2025-01-07	2025-05-09
	149. LAM RESEARCH CORP		2024-11-05	2025-05-09
	27. LAMAR ADVERTISING CO NEW CL A		2024-06-06	2025-04-08
	43. LAMAR ADVERTISING CO NEW CL A		2024-01-09	2025-04-08
	41. LEAR CORP		2023-12-06	2024-08-06
	47. MKS INSTRUMENTS INC		2024-10-09	2024-11-05
	56. MKS INSTRUMENTS INC		2024-10-09	2024-12-05
	349. MACY'S INC		2024-12-05	2025-02-06
	.524 MAGNERA CORP		2024-11-05	2024-11-05
	20.2209 MAGNERA CORP		2024-01-09	2024-12-05
	6.8314 MAGNERA CORP		2024-07-09	2024-12-05
	19.9477 MAGNERA CORP		2023-09-05	2024-12-05
	10. MARATHON PETROLEUM CORP		2023-08-28	2024-07-09
	19. MARATHON PETROLEUM CORP		2021-10-05	2024-07-09
	50. MARSH & MCLENNAN COMPANIES INC.		2023-08-07	2025-05-09
	20. MASTERCARD INC-CL A		2025-04-08	2025-05-09
	102. MERCK & CO INC		2024-08-06	2024-11-05
	132. MERCK & CO INC		2025-02-06	2025-05-09
	17. MICROSOFT CORP.		2022-03-25	2024-09-06
	25. MICROSOFT CORP.		2022-03-25	2024-09-09
	30. MOLINA HEALTHCARE INC		2024-05-07	2024-09-09
	35. MOLSON COORS BREWING CO		2024-01-09	2025-04-08
	70. MOLSON COORS BREWING CO		2024-08-06	2025-05-09
	91. MOLSON COORS BREWING CO		2024-01-09	2025-05-09
	237. NOV INC		2024-08-06	2024-10-09
	413. NOV INC		2024-08-06	2024-11-05
	143. NASDAQ STOCK MARKET INC		2025-02-06	2025-05-09
	34. NETAPP INC		2024-07-09	2025-03-06
	59. NETAPP INC		2024-06-06	2025-05-09
	9. NETFLIX INC		2023-08-29	2025-01-08
	9. NETFLIX INC		2023-08-29	2025-01-08
	2. NETFLIX INC		2023-09-27	2025-01-08
	2. NETFLIX INC		2023-09-27	2025-01-10
	8. NETFLIX INC		2023-09-27	2025-01-10
	102. NEWMONT MINING CORP.		2025-05-06	2025-05-09
	113. NEWS CORP NEW CL A		2024-03-06	2024-11-05
	282. NEWS CORP NEW CL A		2024-03-06	2025-05-09
	9. NIKE INC CL B		2023-11-28	2024-07-11
	8. NIKE INC CL B		2023-11-28	2024-07-11
	11. NIKE INC CL B		2024-02-15	2024-07-11
	11. NIKE INC CL B		2024-02-15	2024-07-11
	8. NIKE INC CL B		2024-02-16	2024-07-11
	29. NIKE INC CL B		2024-02-16	2024-07-12
	1. NIKE INC CL B		2024-02-16	2024-07-12
	5. NIKE INC CL B		2024-02-16	2024-07-12
	3. NIKE INC CL B		2024-02-16	2024-07-12
	2. NIKE INC CL B		2024-02-16	2024-07-12
	4. NIKE INC CL B		2024-02-16	2024-07-12
	5. NIKE INC CL B		2024-02-16	2024-07-12
	1. NIKE INC CL B		2024-02-16	2024-07-15
	23. NIKE INC CL B		2024-02-16	2024-07-15
	34. NIKE INC CL B		2023-08-29	2024-07-15
	1. NIKE INC CL B		2024-02-16	2024-07-15
	16. NIKE INC CL B		2022-03-25	2024-07-15
	3. NIKE INC CL B		2024-02-16	2024-07-16
	33. NIKE INC CL B		2022-03-25	2024-07-16
	65. NIKE INC CL B		2022-03-25	2024-07-16
	195. NISOURCE INC		2021-12-06	2024-09-09
	105. NISOURCE INC		2023-11-27	2024-11-05
	54. NISOURCE INC		2021-12-06	2024-11-05
	39. NOVO-NORDISK A/S		2023-09-11	2025-01-06
	9. NOVO-NORDISK A/S		2023-09-11	2025-01-06
	4. NOVO-NORDISK A/S		2023-09-12	2025-01-06
	13. NOVO-NORDISK A/S		2023-09-12	2025-01-07
	51. NOVO-NORDISK A/S		2023-09-12	2025-01-07
	8. NOVO-NORDISK A/S		2023-09-20	2025-01-07
	88. NOVO-NORDISK A/S		2023-09-20	2025-01-08
	250. OCCIDENTAL PETROLEUM CORP.		2024-12-05	2025-03-06
	110. OKTA INC CL A		2023-04-05	2025-05-09
	126. OMNICOM GROUP		2018-09-10	2025-05-09
	112. ON SEMICONDUCTOR CORPORATION		2025-05-06	2025-05-09
	168. ON SEMICONDUCTOR CORPORATION		2022-07-05	2025-05-09
	64. ONTO INNOVATION INC		2024-08-06	2025-05-09
	23. ONTO INNOVATION INC		2024-12-05	2025-05-09
	277. OVINTIV INC		2024-09-09	2025-05-06
	21. OVINTIV INC		2025-04-08	2025-05-06
	24. OWENS CORNING		2025-05-06	2025-05-09
	51. OWENS CORNING		2021-06-08	2025-05-09
	60. PACCAR INC.		2023-03-06	2024-08-06
	55. PACCAR INC.		2023-03-06	2025-02-06
	58. PALO ALTO NETWORKS INC		2024-12-05	2025-05-09
	18. PARKER-HANNIFIN CORP.		2019-09-04	2024-11-05
	9. PARKER-HANNIFIN CORP.		2019-09-04	2024-12-05
	22. PAYPAL HOLDINGS INC		2025-05-06	2025-05-09
	135. PAYPAL HOLDINGS INC		2023-06-05	2025-05-09
	380. PERMIAN RESOURCES CORP		2025-01-07	2025-03-06
	285. PINTEREST INC CL A		2024-12-05	2025-05-09
	80. PURE STORAGE INC CL A		2023-01-09	2025-01-07
	44. QORVO INC COM		2024-02-06	2024-08-06
	48. QORVO INC COM		2024-02-06	2025-01-07
	10. QUALCOMM CORP.		2024-08-06	2025-05-09
	12. QUALCOMM CORP.		2024-12-05	2025-05-09
	53. QUALCOMM CORP.		2024-02-06	2025-05-09
	43. RAY JAMES FINL INC.		2024-01-09	2024-09-09
	8. REGENERON PHAR		2024-11-05	2025-05-06
	9. REGENERON PHAR		2025-04-08	2025-05-06
	465. REGIONS FINANCIAL CORP		2020-11-04	2025-05-09
	5. ROSS STORES INC		2024-11-05	2025-05-06
	74. ROSS STORES INC		2023-07-10	2025-05-06
	156. SS&C TECHNOLOGIES HOLDINGS		2024-10-09	2025-05-09
	3. SALESFORCE INC		2023-12-19	2024-07-01
	2. SALESFORCE INC		2022-03-25	2024-07-01
	44. SALESFORCE INC		2022-03-25	2024-07-02
	2. SALESFORCE INC		2022-11-01	2024-07-02
	18. SALESFORCE INC		2022-11-01	2024-07-02
	21. SALESFORCE INC		2022-11-01	2024-07-03
	11. SALESFORCE INC		2022-11-01	2024-07-03
	3. SALESFORCE INC		2022-11-01	2024-07-03
	2. SALESFORCE INC		2022-11-01	2024-08-13
	2. SALESFORCE INC		2022-11-01	2024-08-13
	32. SALESFORCE INC		2022-09-27	2024-08-13
	28. SALESFORCE INC		2023-08-29	2024-08-14
	8. SALESFORCE INC		2022-09-27	2024-08-14
	31. SALESFORCE INC		2023-08-29	2024-08-15
	43. SALESFORCE INC		2024-06-06	2025-05-09
	3. SERVICENOW INC		2023-08-29	2024-11-19
	13. SERVICENOW INC		2023-08-29	2024-11-19
	6. SERVICENOW INC		2023-11-28	2025-01-08
	12. SERVICENOW INC		2022-11-01	2025-01-08
	3. SERVICENOW INC		2022-11-01	2025-01-08
	1. SERVICENOW INC		2022-11-01	2025-01-10
	68. SIMON PROPERTY GROUP INCBLAIR		2024-08-06	2025-05-09
	93. SKECHERS USA INC-CL A		2023-12-06	2024-12-05
	47. SKYWORKS SOLUTIONS INC		2024-02-06	2024-11-05
	100. SKYWORKS SOLUTIONS INC		2025-01-07	2025-05-09
	63. SKYWORKS SOLUTIONS INC		2024-02-06	2025-05-09
	206. SMARTSHEET INC		2024-05-07	2024-12-05
	29. SNAP ON TOOLS CORP.		2021-08-03	2025-05-09
	56. STEEL DYNAMICS INC		2024-03-06	2024-07-09
	91. SYNNEX CORP		2024-05-07	2024-08-06
	94. TJX COS INC		2023-06-05	2025-05-09
	44. TELEFLEX INC.		2025-01-07	2025-04-08
	11. THERMO ELECTRON CORP		2024-02-06	2024-07-09
	20. TOLL BROTHERS		2024-08-06	2025-03-06
	7. TOLL BROTHERS		2023-07-10	2025-03-06
	51. TOLL BROTHERS		2023-07-10	2025-05-09
	66. TRIMBLE NAVIGATION LTD		2024-10-09	2024-12-05
	78. TRIMBLE NAVIGATION LTD		2024-10-09	2025-02-06
	20. TWILIO INC CL A		2024-02-06	2025-02-06
	160. TWILIO INC CL A		2024-02-06	2025-05-09
	156. U S BANCORP		2025-05-06	2025-05-09
	393. UIPATH INC		2025-01-07	2025-05-09
	539. UIPATH INC		2023-07-10	2025-05-09
	115. US FOODS HOLDING CORP		2023-12-06	2024-10-09
	44. UNITED THERAPEUTICS CORP		2023-07-10	2025-04-08
	9. UNITEDHEALTH GROUP INC		2022-11-01	2024-10-24
	15. UNITEDHEALTH GROUP INC		2022-03-25	2024-10-25
	14. UNITEDHEALTH GROUP INC		2025-05-12	2025-06-16
	32. UNITEDHEALTH GROUP INC		2022-03-25	2025-06-16
	4. UNITEDHEALTH GROUP INC		2023-09-27	2025-06-16
	7. UNITEDHEALTH GROUP INC		2023-08-29	2025-06-16
	81. UNIVERSAL DISPLAY CORP		2025-02-06	2025-05-09
	64. UNUMPROVIDENT CORP		2023-03-06	2024-09-09
	98. UNUMPROVIDENT CORP		2023-03-06	2025-05-09
	160. URBAN OUTFITTERS		2025-03-06	2025-05-09
	13. VALERO ENERGY CORP		2024-01-09	2025-01-07
	32. VALERO ENERGY CORP		2024-11-05	2025-01-07
	40. VALERO ENERGY CORP		2023-03-06	2025-01-07
	60.032 VANGUARD TOTAL STK MKT IN-AD		2024-09-27	2025-05-09
	131.587 VANGUARD TOTAL STK MKT IN-AD		2024-12-23	2025-05-09
	1286.381 VANGUARD TOTAL STK MKT IN-AD		2023-07-31	2025-05-09
	28. VERISIGN INC		2024-04-09	2024-08-06
	3. VERTEX PHARMACEUTICALS INC.		2023-08-28	2024-08-06
	19. VERTEX PHARMACEUTICALS INC.		2022-11-07	2024-08-06
	37. VISA INC-CLASS A SHARES		2023-11-06	2025-05-09
	29. WABTEC		2024-12-05	2025-05-09
	37. WELLS FARGO CO		2024-05-07	2024-09-09
	98. WELLS FARGO CO		2024-05-07	2025-03-06
	231. WESTERN UNION COMPANY		2023-08-28	2024-08-06
	127. WESTERN UNION COMPANY		2023-05-03	2024-08-06
	442. WESTERN UNION COMPANY		2023-05-03	2024-10-09
	37. WILLIAMS-SONOMA INC		2024-08-06	2025-01-07
	87. ZIMMER HOLDINGS INC - W/I		2024-09-09	2025-02-06
	33. ZOETIS INC CL A		2025-04-08	2025-05-09
	166. ZOOM COMMUNICATIONS INC CL A		2023-08-07	2025-05-09
	18. AMDOCS LTD		2017-03-03	2024-08-06
	63. AMDOCS LTD		2024-09-09	2025-05-09
	11. AMDOCS LTD		2025-01-07	2025-05-09
	61. AMDOCS LTD		2017-03-03	2025-05-09
	88. AXALTA COATING SYS LTD		2024-12-05	2025-05-09
	200. AXALTA COATING SYS LTD		2024-05-07	2025-05-09
	138. CRH PLC ORD		2024-07-09	2025-05-09
	46. JAZZ PHARMACEUTICALS PLC		2025-05-06	2025-05-09
	125. MEDTRONIC PLC SHS		2024-08-06	2025-05-09
	17. MEDTRONIC PLC SHS		2025-01-07	2025-05-09
	179. ROYALTY PHARMA PLC		2023-07-10	2025-02-06
	6. TE CONNECTIVITY PLC		2025-01-07	2025-05-09
	73. TE CONNECTIVITY PLC		2024-02-06	2025-05-09
	32. TRANE TECHNOLOGIES PLC SHS		2025-02-06	2025-05-09
	CAPITAL GAIN DIVIDENDS	P
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	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	764	566	198
b	13,778	8,871	4,907
c	5,857	10,801	-4,944
d	4,856	4,856
e	4,513	5,828	-1,315
	5,507	5,292	215
	3,950	4,998	-1,048
	9,017	8,078	939
	4,788	5,428	-640
	6,131	5,234	897
	9,310	7,196	2,114
	6,271	5,753	518
	9,375	8,699	676
	1,557	1,263	294
	346	281	65
	21,628	17,330	4,298
	14,009	9,853	4,156
	1,998	1,858	140
	1,000	815	185
	1,199	978	221
	4,794	3,913	881
	1,597	856	741
	4,589	2,712	1,877
	7,445	8,546	-1,101
	25,417	15,759	9,658
	9,182	5,480	3,702
	3,725	2,242	1,483
	2,372	1,997	375
	11,690	9,382	2,308
	3,626	2,927	699
	2,346	1,903	443
	4,647	3,238	1,409
	9,268	11,889	-2,621
	4,315	10,120	-5,805
	5,263	5,377	-114
	12,865	10,294	2,571
	1,429	1,154	275
	5,322	5,610	-288
	5,150	3,873	1,277
	2,193	1,805	388
	4,072	2,253	1,819
	6,537	10,473	-3,936
	788	1,091	-303
	7,094	7,616	-522
	10,582	10,783	-201
	11,192	11,123	69
	11,427	11,006	421
	26,277	28,513	-2,236
	20,167	25,427	-5,260
	9,921	9,069	852
	9,915	10,314	-399
	13,653	2,192	11,461
	8,003	2,107	5,896
	2,051	1,940	111
	7,437	8,111	-674
	2,735	1,098	1,637
	582	403	179
	5,525	3,946	1,579
	4,993	5,781	-788
	11,318	5,124	6,194
	4,925	5,535	-610
	5,593	5,087	506
	3,363	1,969	1,394
	12,520	7,420	5,100
	3,964	5,009	-1,045
	5,154	4,508	646
	1,741	1,346	395
	5,085	4,201	884
	3,577	6,033	-2,456
	3,709	6,059	-2,350
	1,555	2,004	-449
	9,400	9,678	-278
	2,586	2,532	54
	9,576	9,905	-329
	4,696	5,563	-867
	4,696	5,867	-1,171
	5,729	5,951	-222
	11,189	8,229	2,960
	4,721	4,182	539
	5,053	5,026	27
	13,600	8,457	5,143
	3,170	2,201	969
	4,544	3,545	999
	2,393	3,002	-609
	4,045	6,994	-2,949
	8,536	8,580	-44
	1,060	1,207	-147
	1,996	2,011	-15
	8,233	8,734	-501
	3,815	2,934	881
	4,259	3,338	921
	7,280	4,400	2,880
	12,974	10,108	2,866
	9,907	11,732	-1,825
	1,288	1,371	-83
	2,212	1,699	513
	11,061	7,480	3,581
	4,229	4,276	-47
	7,526	4,739	2,787
	1,299	1,140	159
	5,057	4,643	414
	886	926	-40
	9,130	9,322	-192
	5,458	5,358	100
	4,401	5,121	-720
	1,485	1,692	-207
	586	699	-113
	4,941	5,256	-315
	7,035	7,717	-682
	9,455	7,838	1,617
	13,639	9,112	4,527
	5,495	4,395	1,100
	7,466	6,043	1,423
	11,235	10,993	242
	12,632	13,454	-822
	9,503	11,494	-1,991
	10,978	9,723	1,255
	12,661	9,321	3,340
	3,971	4,372	-401
	6,990	5,829	1,161
	7,388	5,985	1,403
	830	680	150
	12,872	7,197	5,675
	792	694	98
	11,931	8,655	3,276
	10,387	10,759	-372
	5,102	5,756	-654
	4,901	5,511	-610
	16,719	10,895	5,824
	11,828	11,697	131
	5,193	5,089	104
	2,621	2,453	168
	6,396	4,807	1,589
	3,823	3,506	317
	6,034	4,767	1,267
	5,413	4,835	578
	6,508	4,875	1,633
	6,159	5,325	834
	3,387	4,187	-800
	11,218	11,422	-204
	2,941	1,239	1,702
	2,369	2,453	-84
	8,882	2,953	5,929
	16,061	11,230	4,831
	2,793	2,583	210
	8,972	7,900	1,072
	1,995	1,692	303
	5,100	4,699	401
	4,531	4,699	-168
	5,981	6,098	-117
	9,491	2,927	6,564
	790	535	255
	4,742	992	3,750
	4,210	2,954	1,256
	10,674	6,929	3,745
	5,984	4,935	1,049
	201,511	163,759	37,752
	2,616	1,759	857
	2,079	1,405	674
	1,038	862	176
	1,034	862	172
	520	431	89
	520	350	170
	516	350	166
	515	325	190
	8,259	8,450	-191
	4,988	4,800	188
	428	427	1
	5,605	5,268	337
	13,571	11,251	2,320
	1,422	1,237	185
	3,300	2,927	373
	458	528	-70
	3,895	3,859	36
	8,340	10,393	-2,053
	2,744	2,926	-182
	5,638	6,118	-480
	6,554	5,032	1,522
	4,165	3,129	1,036
	9,303	10,070	-767
	142,324	141,719	605
	3,602	3,846	-244
	341	350	-9
	6,815	4,452	2,363
	1,845	1,468	377
	10,511	9,403	1,108
	5,549	6,872	-1,323
	10,760	11,312	-552
	6,414	5,956	458
	11,554	10,187	1,367
	4,657	4,204	453
	5,782	5,009	773
	10,321	12,227	-1,906
	425	399	26
	5,378	4,046	1,332
	5,688	5,195	493
	6,400	4,785	1,615
	5,848	5,973	-125
	7,874	8,263	-389
	5,609	5,269	340
	5,297	5,170	127
	4,947	4,277	670
	1,168	1,155	13
	12,755	12,163	592
	7,334	4,960	2,374
	10,961	11,236	-275
	2,653	3,112	-459
	1,709	2,008	-299
	4,130	5,126	-996
	7,012	5,096	1,916
	6,368	5,377	991
	11,164	11,310	-146
	2,891	3,150	-259
	4,603	4,449	154
	4,497	5,568	-1,071
	4,707	5,101	-394
	6,439	6,077	362
	5,136	5,801	-665
	11		11
	385	409	-24
	130	122	8
	380	381	-1
	1,644	1,455	189
	3,124	1,202	1,922
	11,350	9,790	1,560
	11,309	9,958	1,351
	10,329	11,407	-1,078
	10,332	11,718	-1,386
	6,830	5,436	1,394
	10,136	7,518	2,618
	9,805	10,440	-635
	2,127	2,189	-62
	3,834	3,822	12
	4,984	5,692	-708
	3,776	4,222	-446
	6,325	6,916	-591
	11,296	11,963	-667
	3,155	4,484	-1,329
	5,547	7,114	-1,567
	7,918	3,978	3,940
	7,876	3,655	4,221
	1,756	759	997
	1,678	759	919
	6,739	3,037	3,702
	5,429	5,500	-71
	3,130	2,941	189
	7,889	7,340	549
	660	1,010	-350
	586	874	-288
	805	1,172	-367
	808	1,159	-351
	586	823	-237
	2,131	2,984	-853
	74	103	-29
	368	514	-146
	221	308	-87
	147	206	-59
	296	411	-115
	368	514	-146
	73	103	-30
	1,664	2,362	-698
	2,450	3,194	-744
	72	102	-30
	1,153	2,128	-975
	217	306	-89
	2,396	4,389	-1,993
	4,692	6,574	-1,882
	6,497	5,047	1,450
	3,652	2,765	887
	1,878	1,392	486
	3,330	3,920	-590
	764	887	-123
	343	393	-50
	1,100	1,278	-178
	4,264	4,922	-658
	674	763	-89
	7,512	8,150	-638
	11,317	12,014	-697
	13,102	8,544	4,558
	9,578	9,646	-68
	4,594	4,278	316
	6,891	8,802	-1,911
	5,759	10,971	-5,212
	2,070	2,913	-843
	9,687	11,183	-1,496
	734	700	34
	3,286	3,448	-162
	6,982	5,553	1,429
	5,564	4,577	987
	5,911	4,383	1,528
	10,740	11,734	-994
	11,633	4,266	7,367
	6,269	1,740	4,529
	1,549	1,504	45
	9,504	8,612	892
	4,684	5,688	-1,004
	8,517	9,329	-812
	5,163	2,588	2,575
	4,595	4,737	-142
	3,499	5,168	-1,669
	1,448	1,599	-151
	1,737	1,862	-125
	7,674	7,614	60
	5,028	4,762	266
	4,623	6,622	-1,999
	5,201	5,153	48
	9,859	6,666	3,193
	704	707	-3
	10,420	8,271	2,149
	11,973	11,384	589
	770	794	-24
	513	419	94
	11,280	9,113	2,167
	510	320	190
	4,612	2,881	1,731
	5,445	3,362	2,083
	2,845	1,761	1,084
	775	480	295
	508	320	188
	508	320	188
	8,145	5,038	3,107
	7,160	6,149	1,011
	2,046	1,185	861
	8,073	6,309	1,764
	11,896	10,507	1,389
	3,019	1,739	1,280
	13,129	7,237	5,892
	6,301	4,092	2,209
	12,618	6,919	5,699
	3,159	1,253	1,906
	1,027	418	609
	11,112	10,371	741
	6,568	5,555	1,013
	4,131	4,794	-663
	6,772	8,275	-1,503
	4,266	6,315	-2,049
	11,546	8,125	3,421
	9,119	6,660	2,459
	6,949	7,324	-375
	10,060	10,763	-703
	11,972	7,588	4,384
	5,749	8,055	-2,306
	5,849	6,099	-250
	2,225	2,586	-361
	779	570	209
	5,264	3,991	1,273
	4,953	4,091	862
	5,866	4,835	1,031
	2,934	1,378	1,556
	16,773	9,829	6,944
	6,538	6,415	123
	4,851	5,254	-403
	6,653	9,119	-2,466
	7,069	5,096	1,973
	12,736	9,941	2,795
	5,050	4,924	126
	8,494	8,096	398
	4,299	5,291	-992
	9,825	16,516	-6,691
	1,235	2,014	-779
	2,156	3,467	-1,311
	11,618	11,649	-31
	3,455	2,926	529
	7,876	4,763	3,113
	8,261	8,716	-455
	1,603	1,660	-57
	3,946	4,198	-252
	4,933	5,331	-398
	8,124	8,244	-120
	17,806	18,329	-523
	174,073	144,968	29,105
	5,027	5,287	-260
	1,431	1,052	379
	9,064	5,748	3,316
	12,987	9,615	3,372
	5,540	5,888	-348
	2,023	2,234	-211
	7,158	5,917	1,241
	2,641	2,763	-122
	1,452	1,507	-55
	5,107	5,205	-98
	7,303	5,126	2,177
	9,101	9,056	45
	5,309	4,935	374
	13,351	11,411	1,940
	1,488	1,110	378
	5,767	5,397	370
	1,007	932	75
	5,584	3,702	1,882
	2,758	3,557	-799
	6,269	7,207	-938
	12,959	10,451	2,508
	4,538	5,300	-762
	10,493	10,106	387
	1,427	1,367	60
	5,624	5,167	457
	919	873	46
	11,179	10,356	823
	12,888	11,210	1,678
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341
			144,341

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			198
b			4,907
c			-4,944
d
e			-1,315
			215
			-1,048
			939
			-640
			897
			2,114
			518
			676
			294
			65
			4,298
			4,156
			140
			185
			221
			881
			741
			1,877
			-1,101
			9,658
			3,702
			1,483
			375
			2,308
			699
			443
			1,409
			-2,621
			-5,805
			-114
			2,571
			275
			-288
			1,277
			388
			1,819
			-3,936
			-303
			-522
			-201
			69
			421
			-2,236
			-5,260
			852
			-399
			11,461
			5,896
			111
			-674
			1,637
			179
			1,579
			-788
			6,194
			-610
			506
			1,394
			5,100
			-1,045
			646
			395
			884
			-2,456
			-2,350
			-449
			-278
			54
			-329
			-867
			-1,171
			-222
			2,960
			539
			27
			5,143
			969
			999
			-609
			-2,949
			-44
			-147
			-15
			-501
			881
			921
			2,880
			2,866
			-1,825
			-83
			513
			3,581
			-47
			2,787
			159
			414
			-40
			-192
			100
			-720
			-207
			-113
			-315
			-682
			1,617
			4,527
			1,100
			1,423
			242
			-822
			-1,991
			1,255
			3,340
			-401
			1,161
			1,403
			150
			5,675
			98
			3,276
			-372
			-654
			-610
			5,824
			131
			104
			168
			1,589
			317
			1,267
			578
			1,633
			834
			-800
			-204
			1,702
			-84
			5,929
			4,831
			210
			1,072
			303
			401
			-168
			-117
			6,564
			255
			3,750
			1,256
			3,745
			1,049
			37,752
			857
			674
			176
			172
			89
			170
			166
			190
			-191
			188
			1
			337
			2,320
			185
			373
			-70
			36
			-2,053
			-182
			-480
			1,522
			1,036
			-767
			605
			-244
			-9
			2,363
			377
			1,108
			-1,323
			-552
			458
			1,367
			453
			773
			-1,906
			26
			1,332
			493
			1,615
			-125
			-389
			340
			127
			670
			13
			592
			2,374
			-275
			-459
			-299
			-996
			1,916
			991
			-146
			-259
			154
			-1,071
			-394
			362
			-665
			11
			-24
			8
			-1
			189
			1,922
			1,560
			1,351
			-1,078
			-1,386
			1,394
			2,618
			-635
			-62
			12
			-708
			-446
			-591
			-667
			-1,329
			-1,567
			3,940
			4,221
			997
			919
			3,702
			-71
			189
			549
			-350
			-288
			-367
			-351
			-237
			-853
			-29
			-146
			-87
			-59
			-115
			-146
			-30
			-698
			-744
			-30
			-975
			-89
			-1,993
			-1,882
			1,450
			887
			486
			-590
			-123
			-50
			-178
			-658
			-89
			-638
			-697
			4,558
			-68
			316
			-1,911
			-5,212
			-843
			-1,496
			34
			-162
			1,429
			987
			1,528
			-994
			7,367
			4,529
			45
			892
			-1,004
			-812
			2,575
			-142
			-1,669
			-151
			-125
			60
			266
			-1,999
			48
			3,193
			-3
			2,149
			589
			-24
			94
			2,167
			190
			1,731
			2,083
			1,084
			295
			188
			188
			3,107
			1,011
			861
			1,764
			1,389
			1,280
			5,892
			2,209
			5,699
			1,906
			609
			741
			1,013
			-663
			-1,503
			-2,049
			3,421
			2,459
			-375
			-703
			4,384
			-2,306
			-250
			-361
			209
			1,273
			862
			1,031
			1,556
			6,944
			123
			-403
			-2,466
			1,973
			2,795
			126
			398
			-992
			-6,691
			-779
			-1,311
			-31
			529
			3,113
			-455
			-57
			-252
			-398
			-120
			-523
			29,105
			-260
			379
			3,316
			3,372
			-348
			-211
			1,241
			-122
			-55
			-98
			2,177
			45
			374
			1,940
			378
			370
			75
			1,882
			-799
			-938
			2,508
			-762
			387
			60
			457
			46
			823
			1,678

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	431,507
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	11,230
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	11,230
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	11,230
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	15,740
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	15,740
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	4,510
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax4,510	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

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

on foundation managers. right arrow

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

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

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

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

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

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

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

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

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

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

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

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

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

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

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

Yes

Website address right arrow

N/A

The books are in care of right arrow

Telephone no. right arrow

(215) 419-6000

Located at right arrow

1650 MARKET STREET SUITE 4000PHILADELPHIAPA ZIP+4 right arrow

191037391

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow

Form 990-PF (2024)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2024? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2024.) .....................

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

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

5a(3)

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

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

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

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

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

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

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

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

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

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

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

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

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

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

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
LAURA B MARSHALL	TRUSTEE 5	0
1650 MARKET STREET SUITE 4000 PHILADELPHIA,PA19103	TRUSTEE 5	0
SARAH B SCHMADER	TRUSTEE 5	0
1650 MARKET STREET SUITE 4000 PHILADELPHIA,PA19103	TRUSTEE 5	0
ELIZABETH B KING	TRUSTEE 5	0
1650 MARKET STREET SUITE 4000 PHILADELPHIA,PA19103	TRUSTEE 5	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2024)

Page 7

Part VII

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

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
GLENMEDE TRUST CO N A	INVESTMENT	113,739
1650 MARKET STREET SUITE 4000 PHILADELPHIA,PA19103	INVESTMENT	113,739

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

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

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

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

purposes:

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

19,907,616

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

333,095

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

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

20,240,711

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

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

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

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

20,240,711

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

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

303,611

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

19,937,100

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

996,855

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

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

996,855

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

11,230

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

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

11,230

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

985,625

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

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

985,625

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

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

985,625

Part XI

Qualifying Distributions (see instructions)

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

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

1,007,500

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

1,007,500

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					985,625
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				310,643
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: $ 1,007,500
a Applied to 2023, but not more than line 2a				310,643
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.....					696,857
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 ..........					288,768
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)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

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)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
Baker Industries Inc 184 PENNSYLVANIA AVENUE Malvern,PA19355	NONE	PC	CAMPAIGN FOR THE ENDOWMENT	15,000
Believe & Achieve Foundation 606 GORDON DRIVE Exton,PA19341	NONE	PC	GENERAL CHARITABLE PURPOSES	5,000
Breast Cancer Alliance 48 MAPLE AVENUE Greenwich,CT06830	NONE	PC	RESEARCH FUNDING	2,500
Bruce Museum Inc 1 MUSEUM DRIVE Greenwich,CT068307157	NONE	PC	EDUCATIONAL PROGRAMS	5,000
Fairmount Park Conservancy OHIO HOUSE 4700 STATES DRIVE Philadelphia,PA19131	NONE	PC	GENERAL CHARITABLE PURPOSES	10,000
Family Centers Inc EXECUTIVE OFFICES 40 ARCH STREET Greenwich,CT06830	NONE	PC	ARMSTRONG COURT SCHOOL	5,000
Fishers Island Conservancy Inc PO BOX 553 Fishers Island,NY06390	NONE	PC	GENERAL CHARITABLE PURPOSES	5,000
Fishers Island Recreational Path Foundation PO BOX 619 Fishers Island,NY06390	NONE	PC	GENERAL CHARITABLE PURPOSES	2,000
Girls With Impact 15 E PUTNAM AVENUE 276 Greenwich,CT06830	NONE	PC	GENERAL CHARITABLE PURPOSES	10,000
Greens Farms Academy 35 BEACHSIDE AVENUE Westport,CT06880	NONE	PC	HORIZONS PROGRAM	5,000
Greenwich Boys & Girls Club Association Inc 4 HORSENACK LANE Greenwich,CT06830	NONE	PC	TEEN PROGRAMS	10,000
Greenwich Land Trust 370 ROUND HILL ROAD Greenwich,CT06831	NONE	PC	YOUTH CORPS SUMMER PROGRAM	5,000
Inspirica Inc 141 FRANKLIN STREET Stamford,CT06901	NONE	PC	GENERAL CHARITABLE PURPOSES	2,500
Greenwich Boys and Girls Club Association Inc 4 HORSENACK LANE Greenwich,CT06830	NONE	PC	BUILDING GREAT FUTURES	125,000
Kelly S Brush Foundation 3 MAIN STREET SUITE 105 Burlington,VT05401	NONE	PC	ACTIVE FUND	2,500
Legacy Youth Tennis & Education 4842 RIDGE AVENUE Philadelphia,PA19129	NONE	PC	NATIONAL JUNIOR TENNIS AND	5,000
National Audubon Society 225 VARICK STREET New York,NY10014	NONE	PC	AUDUBON GREENWICH	5,000
SHARE Food Program 2901 HUNTING PARK AVENUE Philadelphia,PA19129	NONE	PC	GENERAL CHARITABLE PURPOSES	15,000
The Barnes Foundation 2025 BENJAMIN FRANKLIN PARKWAY Philadelphia,PA19130	NONE	PC	ROUSSEAU'S SECRETS IN	25,000
The Salvation Army 701 N BROAD STREET Philadelphia,PA19123	NONE	PC	FOOD PANTRIES	2,000
Bryn Mawr Hospital Foundation 130 SOUTH BRYN MAWR AVENUE Bryn Mawr,PA19010	NONE	PC	GENERAL CHARITABLE PURPOSES	10,000
Museum of the American Revolution 101 SOUTH THIRD STREET Philadelphia,PA191062818	NONE	PC	DECLARATION'S JOURNEY	25,000
National Forest Foundation BLDG 27 STE 3 FORT MISSOULA RD Missoula,MT59804	NONE	PC	TREE PLANTING PROGRAM AND	25,000
Need in Deed 441 E HIGH STREET UNIT A Philadelphia,PA19144	NONE	PC	GENERAL CHARITABLE PURPOSES	10,000
Neighbor to Neighbor CHRIST CHURCH ANNEX 248 EAST PUTNA Greenwich,CT06830	NONE	PC	CLIENT CHOICE PANTRY	5,000
Nurturing Minds Inc PO BOX 600617 Newtonville,MA02460	NONE	PC	SIPPING FOR SEGA:	3,000
Nurturing Minds Inc PO BOX 600617 Newtonville,MA02460	NONE	PC	ANNUAL FUND AND/OR USAID	25,000
Nurturing Minds Inc PO BOX 600617 Newtonville,MA02460	NONE	PC	SPONSOR A STUDENT AT THE	3,000
Pennsylvania Horticultural Society 100 N 20TH STREET 5TH FLOOR Philadelphia,PA191031495	NONE	PC	GENERAL CHARITABLE PURPOSES	5,000
People's Light & Theatre Co 39 CONESTOGA RD Malvern,PA19355	NONE	PC	LITTLE SHOP OF HORRORS SHOW	10,000
Philadelphia Outward Bound School THE DISCOVERY CENTER 3401 RESERVOI Philadelphia,PA19121	NONE	PC	DISCOVERY CENTER PROGRAMS	25,000
Planned Parenthood of Southern New England 345 WHITNEY AVENUE New Haven,CT06511	NONE	PC	EDUCATION PROGRAMS OR	15,000
Planned Parenthood Southeastern PA 1144 LOCUST STREET Philadelphia,PA191076797	NONE	PC	EDUCATION PROGRAMS OR	15,000
Port Chester Carver Center Inc 400 WESTCHESTER AVENUE Port Chester,NY10573	NONE	PC	FOOD PROGRAMS	5,000
Project Akilah Inc (The Akilah Institute for Women) 3690 W GANDY BLVD 510 Tampa,FL33611	NONE	PC	TUITION ASSISTANCE	3,500
Project HOME DEVELOPMENT DEPT 1515 FAIRMOUNT AVE Philadelphia,PA19130	NONE	PC	HOLIDAY INITIATIVES AT	5,000
Project HOME DEVELOPMENT DEPT 1515 FAIRMOUNT AVE Philadelphia,PA19130	NONE	PC	IN HONOR OF LEIGH MIDDLETON	25,000
Project HOME DEVELOPMENT DEPT 1515 FAIRMOUNT AVE Philadelphia,PA19130	NONE	PC	SUMMER CAMP AT HONICKMAN	4,000
Rangeley Lakes Heritage Trust 2424 MAIN STREET Rangeley,ME04970	NONE	PC	HEADWATERS PROGRAM	20,000
River House Adult Day Center 125 RIVER ROAD EXTENSION Cos Cob,CT06807	NONE	PC	PROGRAMS FOR SENIORS	2,500
Smile Train 633 THIRD AVENUE 9TH FLOOR New York,NY10017	NONE	PC	CLEFT SURGERY	2,000
Special Olympics Pennsylvania Inc 2570 BOULEVARD OF THE GENERALSSUIT Norristown,PA19403	NONE	PC	GENERAL CHARITABLE PURPOSES	3,000
American Rivers Inc 1101 14TH STREET NW SUITE 1400 Washington,DC20005	NONE	PC	GENERAL CHARITABLE PURPOSES	25,000
Barbaras House Inc 100 MELROSE AVE SUITE 100 Greenwich,CT068306277	NONE	PC	GREATEST NEED	5,000
Beth Brunswick Memorial Fund for Childre PO BOX 7038 Rangeley,ME04970	NONE	PC	GENERAL CHARITABLE PURPOSES	25,000
St James School 3217 W CLEARFIELD STREET Philadelphia,PA19132	NONE	PC	BAND PROGRAM	25,000
Broad Street Love PO BOX 22656 Philadelphia,PA19110	NONE	PC	GENERAL CHARITABLE PURPOSES	5,000
Children's Hospital of Philadelphia PO BOX 781352 Philadelphia,PA19178	NONE	PC	HELPING CHILDREN WITH	2,000
Teach for America Inc TRI-STATE LOCKBOX PO BOX 411363 Boston,MA022411363	NONE	PC	BRIDGEPORT,	2,500
Episcopal Community Services of the Diocese of Pennsylvania 225 SOUTH THIRD STREET Philadelphia,PA19106	NONE	PC	K-12 ENRICHMENT OUT OF	2,000
The Barnes Foundation 2025 BENJAMIN FRANKLIN PARKWAY Philadelphia,PA19130	NONE	PC	SCHOOL ART PROGRAMS	3,000
Episcopal Relief and Development PO BOX 3006 Harlan,IA515930024	NONE	PC	CALIFORNIA WILDFIRE	5,000
WINGS WorldQuest NORTHCHANNEL LLC 780 3RD AVE 47TH New York,NY10017	NONE	PC	GENERAL CHARITABLE PURPOSES	30,000
Women's Resource Center 113 WEST WAYNE AVENUE PO BOX 596 Wayne,PA19087	NONE	PC	GENERAL CHARITABLE PURPOSES	5,000
Wounded Warrior Project 4899 BELFORT RD SUITE 300 Jacksonville,FL32256	NONE	PC	WOUNDED WARRIORS IN	2,000
Philadelphia Committee of the Garden Club of America 1291 FARM ROAD Berwyn,PA19312	NONE	PC	FERTILIZER FUND	2,500
Philadelphia Ronald McDonald House 3925 CHESTNUT STREET Philadelphia,PA19104	NONE	PC	GENERAL CHARITABLE PURPOSES	3,000
RSVP Volunteers 901 E 8TH AVENUE SUITE 200 King of Prussia,PA19406	NONE	PC	ELEMENTARY LITERACY	2,000
Ryan's Case for Smiles 295 SWEDESFORD RD 396 Wayne,PA19087	NONE	PC	GENERAL CHARITABLE PURPOSES	2,500
Sharing Excess 6700 ESSINGTON AVE SUITE E-207 Philadelphia,PA19153	NONE	PC	GENERAL CHARITABLE PURPOSES	27,500
Surrey Services for Seniors 60 SURREY AVE Devon,PA19333	NONE	PC	MONTGOMERY COUNTY	2,500
SHARE Food Program 2901 W HUNTING PARK AVE Philadelphia,PA19129	NONE	PC	HOLIDAY MEALS	5,000
Wyck Association 6026 GERMANTOWN AVE Philadelphia,PA19144	NONE	PC	WYCK GARDEN/HORTICULTURE	1,500
Garden Conservancy Inc PO BOX 608 Garrison,NY10524	NONE	PC	GENERAL CHARITABLE PURPOSES	1,500
Greater Philadelphia YMCA 400 FAYETTE ST SUITE 250 Conshohocken,PA19428	NONE	PC	DRAGONFLY FOREST AT CAMP	3,500
Heights Philadelphia 123 SOUTH BROAD STREET SUITE 850 Philadelphia,PA19102	NONE	PC	GENERAL CHARITABLE PURPOSES	6,000
Historical Society of Pennsylvania 1300 LOCUST STREET Philadelphia,PA19038	NONE	PC	GENERAL CHARITABLE PURPOSES	2,500
Humane Society of Pinellas Inc 3040 FL-590 Clearwater,FL337592500	NONE	PC	GENERAL CHARITABLE PURPOSES	2,000
Legacy Youth Tennis & Education 4842 RIDGE AVENUE Philadelphia,PA19129	NONE	PC	GENERAL CHARITABLE PURPOSES	15,000
Los Angeles Fire Department Foundation 1700 STADIUM WAY SUITE 100 Los Angeles,CA900121404	NONE	PC	WILDFIRE EMERGENCY FUNDING	5,000
Main Line Art Center 746 PANMURE ROAD Haverford,PA19041	NONE	PC	YOUTH EDUCATION	3,000
Make-A-Wish Foundation of Philadelphia Delaware & Susquehanna Valley 5 VALLEY SQUARE SUITE 210 Blue Bell,PA19422	NONE	PC	GENERAL CHARITABLE PURPOSES	5,000
Marine Toys for Tots Foundation 18251 QUANTICO GATEWAY DR Triangle,VA221721776	NONE	PC	DELAWARE COUNTY, PA TOYS	2,000
Mighty Writers BOK BUILDING 1901 S NINTH ST 622 Philadelphia,PA19148	NONE	PC	GENERAL CHARITABLE PURPOSES	3,000
Morris Arboretum of the University of Pennsylvania 100 E NORTHWESTERN AVENUE Philadelphia,PA19118	NONE	PC	SALLY GENDLER YOUTH	2,500
National Audubon Society 225 VARICK STREET New York,NY10014	NONE	PC	AUDUBON PENNSYLVANIA:	25,000
Phillies Charities Inc ONE CITIZENS BANK WAY Philadelphia,PA19148	NONE	PC	ST. JAMES SCHOOL - GENERAL	50,000
Radnor ABC Inc 120 W WAYNE AVE Wayne,PA19087	NONE	PC	GENERAL CHARITABLE PURPOSES	3,000
Shriners Hospital for Children 3551 N B 3551 N BROAD STREET Philadelphia,PA19140	NONE	PC	SHRINERS CHILDREN'S	2,000
St Christopher's Foundation for Childre 1800 JFK BOULEVARD SUITE 1550 Philadelphia,PA19103	NONE	PC	GENERAL CHARITABLE PURPOSES	2,000
The Franklin Institute DEVELOPMENT DEPARTMENT 222 NORTH 2 Philadelphia,PA191031194	NONE	PC	GIANT HEART RENOVATIONS	50,000
The Rangeley Lakes Region Historical Society PO BOX 521 Rangeley,ME04970	NONE	PC	OUTDOOR HERITAGE MUSEUM	2,500
The Salvation Army 701 N BROAD STREET Philadelphia,PA19123	NONE	PC	ANGEL TREE PROGRAM	2,000
The Zoological Society of Philadelphia 3400 WEST GIRARD AVENUE Philadelphia,PA191041196	NONE	PC	GARDEN REVITALIZATION	50,000
United States Squash Racquets Association Inc PO BOX 38610 Philadelphia,PA19104	NONE	PC	SPECTER CENTER COMMUNITY	5,000
Vero Beach Museum of Art 3001 RIVERSIDE PARK DRIVE Vero Beach,FL329631874	NONE	PC	LAURA T. BUCK EXHIBITION	50,000
Volunteer Florida Foundation Inc 1545 RAYMOND DIEHL RD STE 250 Tallahassee,FL323088755	NONE	PC	GENERAL CHARITABLE PURPOSES	2,000
Walsh Park Benevolent Corporation PO BOX 684 Fishers Island,NY06390	NONE	PC	GENERAL CHARITABLE PURPOSES	2,500
World Central Kitchen Inc 1111 19TH STREET NW SUITE 800 Washington,DC20036	NONE	PC	CALIFORNIA WILDFIRE	5,000
For Pete's Sake Cancer Respite Foundation 620 W GERMANTOWN PIKE SUITE 150 Plymouth Meeting,PA194621068	NONE	PC	GENERAL CHARITABLE PURPOSES	3,000
ESF Dream Camp Foundation 750 E HAVERFORD ROAD Bryn Mawr,PA19010	NONE	PC	GENERAL CHARITABLE PURPOSES	5,000
Total ................................. 3a				1,000,500

bApproved for future payment

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

Form 990-PF (2024)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	430,590
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 .....			14	66,257
8 Gain or (loss) from sales of assets other than inventory ............			18	431,507
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) ..				928,354

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

928,354

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2024)

Page 13

Part XVI

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

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

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

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Description	Amount
BASIS ADJ	8,408
EXCISE TAX PAID FOR FYE 6/30/2024	12,127
PARTNERSHIP ADJ	66,257

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
CUSTODIAN & MANAGEMENT FEES (A	107,081	107,081
OTHER EXPENSE (NON-DEDUCTIBLE	6,661	6,661

Category	Amount	Net Investment Income
FOREIGN TAXES	356	356
FEDERAL TAX PAYMENT - PRIOR YE	1,789	0
FEDERAL ESTIMATES - PRINCIPAL	15,740	0
FOREIGN TAXES ON QUALIFIED FOR	4,692	4,692
FOREIGN TAXES ON NONQUALIFIED	1,065	1,065