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 01-01-2024 , and ending 12-31-2024
Name of foundation
STANLEY BAGNASCO FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2711 CENTERVILLE ROAD STE 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, DE19808
A Employer identification number

20-4889640
B Telephone number (see instructions)

(302) 246-5400
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$3,833,417J 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... 127,492 127,492  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 556,290
b Gross sales price for all assets on line 6a 2,299,635
7 Capital gain net income (from Part IV, line 2)... 556,290
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)....... Click to see attachment
List of Attached Documents:
// Content
2,692 2,690  
12 Total. Add lines 1 through 11........ 686,474 686,472  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 17,879 13,409   4,470
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)....... Click to see attachment
List of Attached Documents:
// Content
1,500 0 0 1,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
35,702 35,702   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
16,229 3,776   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
158 158    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 71,468 53,045 0 5,970
25 Contributions, gifts, grants paid....... 54,932 54,932
26 Total expenses and disbursements. Add lines 24 and 25 126,400 53,045 0 60,902
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 560,074
b Net investment income (if negative, enter -0-) 633,427
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............. 531 1,347 1,347
2 Savings and temporary cash investments......... 153,243 225,782 225,782
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).......... 2,582,149 Click to see attachment
List of Attached Documents:
// Content
3,070,347 		3,606,288
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) 2,735,923 3,297,476 3,833,417
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........ 2,735,923 3,297,476
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)..... 2,735,923 3,297,476
30 Total liabilities and net assets/fund balances (see instructions). 2,735,923 3,297,476
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
2,735,923
2
Enter amount from Part I, line 27a .....................
2
560,074
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,479
4
Add lines 1, 2, and 3 ..........................
4
3,297,476
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,297,476
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 2057. ISHARES ISHARES BROAD USD INV GR CORP BD   2023-08-15 2024-02-26
b 687. ISHARES TR MULTIFACTOR INTL   2023-04-19 2024-02-26
c 528. ISHARES TREASURY FLOATING RATE BOND ETF   2023-08-15 2024-02-26
d 3804. SPDR SERIES LONG TERM TREASURY   2023-08-15 2024-02-26
e 268. ALLIANT ENERGY CORP   2023-06-13 2024-03-14
15. CHARTER COMMUNICATIONS INC CL A   2022-12-15 2024-03-14
13. CISCO SYS INC   2023-09-14 2024-03-14
63. CISCO SYS INC   2021-05-10 2024-03-14
389. COLUMBIA BANKING SYSTEM INC   2023-09-14 2024-03-14
1420. HAWAIIAN ELECTRIC INDUSTRIES INC   2023-09-14 2024-03-14
1. JOHNSON & JOHNSON   2021-05-20 2024-03-14
3483. MEDICAL PROPERTIES TR INC (REIT)   2023-04-25 2024-03-14
800. OLYMPUS CORP-SPON UNSPONSORED ADR   2022-12-01 2024-03-14
7. SHISEIDO LTD ADR   2022-11-08 2024-03-14
652. TFS FINANCIAL CORP   2023-12-12 2024-03-14
405. WALGREENS BOOTS ALLIANCE INC COM   2023-09-14 2024-03-14
69. SPLUNK INC   2022-11-08 2024-03-18
.75 SOLVENTUM   2023-12-12 2024-04-03
.774 EXXON MOBIL CORP   2023-04-25 2024-05-03
904. DIMENSIONAL INTL CORE EQUITY 2 ETF   2023-04-19 2024-06-24
141. FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND (   2023-05-02 2024-06-24
1423. ISHARES TREASURY FLOATING RATE BOND ETF   2023-08-15 2024-06-24
1249. HARTFORD DISCIPLINED US HARTFORD MULTIFACTOR DEVELOPED MKTS ETF   2023-05-02 2024-06-24
495. SPDR DOUBLELINE TOTAL RETURN TACT ETF   2023-05-02 2024-06-24
30. VANGUARD SMALL CAP VALUE ETF (MKT)   2023-08-15 2024-06-24
338. AIRBUS SE ADR   2023-03-07 2024-07-15
205. AMADEUS IT GROUP, S.A.   2022-11-08 2024-07-15
80. BARRICK GOLD CORP   2022-11-08 2024-07-15
527. BRAMBLES LIMITED BRAMBLES LTD SPONSORED   2023-02-28 2024-07-15
55. COMPASS GROUP PLC   2021-10-22 2024-07-15
132. DEUTSCHE BOERSE AG -UNSPN ADR   2022-11-08 2024-07-15
432. DEUTSCHE TELEKOM AG SPON ADR   2022-10-17 2024-07-15
221. HALEON PLC SPON ADS   2022-11-08 2024-07-15
152. INDUSTRIA DE DISENO TEXTIL, S.A. ADR   2022-06-24 2024-07-15
85. INTESA SANPAOLO SPA ADR   2023-01-05 2024-07-15
1930. LEGGETT & PLATT INC   2024-03-14 2024-07-15
220. NESTLE SA ADR   2017-02-13 2024-07-15
6. NICE SYSTEMS LTD ADR   2022-11-08 2024-07-15
14. NIKE INC CL B   2022-10-14 2024-07-15
327. NOVO NORDISK A S ADR   2022-11-08 2024-07-15
358. RELX PLC SPONSORED ADR   2022-11-16 2024-07-15
420. RENTOKIL INITIAL PLC SPONS ADR   2017-01-27 2024-07-15
266. SAFRAN S A SPON ADR   2023-02-24 2024-07-15
100. SAP AG ADR   2023-01-18 2024-07-15
205. SHISEIDO LTD ADR   2015-05-29 2024-07-15
29. SOLVENTUM   2023-12-12 2024-07-15
212. SONY GROUP CORP SPON ADR   2023-03-07 2024-07-15
407. STRAUMANN HLDG AG ADR   2023-02-27 2024-07-15
17. SUNCOR ENERGY INC   2023-01-05 2024-07-15
88. UNITY SOFTWARE INC COM   2022-11-08 2024-07-15
1227. XEROX HOLDINGS CORP COM   2023-06-29 2024-07-15
259. ALCON INC ORD SHS   2022-11-08 2024-07-15
37. ASML HOLDING NV N Y REGISTRY SHS ADR   2022-10-24 2024-07-15
63. AMAZON.COM INC   2022-11-08 2024-09-10
11. AMGEN INC   2020-03-13 2024-09-10
833. ARBOR REALTY TRUST INC   2023-06-29 2024-09-10
18. BANK OF NEW YORK MELLON CORP   2020-10-07 2024-09-10
29. BECTON DICKINSON & CO   2022-11-14 2024-09-10
575. CAL-MAINE FOODS INC   2023-06-29 2024-09-10
32. CHARTER COMMUNICATIONS INC CL A   2012-06-01 2024-09-10
7. CHEVRONTEXACO CORP   2021-05-20 2024-09-10
288. COLGATE PALMOLIVE CO COMMON STOCK   2023-06-13 2024-09-10
32. COMCAST CORP   2011-06-17 2024-09-10
364. EXXON MOBIL CORP   2023-06-29 2024-09-10
107. META PLATFORMS INC CL A   2022-11-10 2024-09-10
308. JP MORGAN CHASE & CO   2011-10-13 2024-09-10
68. LVMH MOET HENNESSY LOUIS VUITTON SA ADR   2018-04-30 2024-09-10
187. MARSH & MCLENNAN COS INC   2023-02-01 2024-09-10
114. MERCK & CO INC   2021-05-20 2024-09-10
6. NETFLIX INC   2022-11-14 2024-09-10
93. NOVO NORDISK A S ADR   2006-11-13 2024-09-10
81. S&P GLOBAL INC COM   2023-06-13 2024-09-10
1213. SL GREEN REALTY CORP COM   2023-04-25 2024-09-10
4. SALESFORCE INC   2019-11-13 2024-09-10
211. SCHWAB CHARLES CORP   2018-12-26 2024-09-10
280. SEMPRA ENERGY   2020-03-18 2024-09-10
13. SHERWIN WILLIAMS CO COM   2022-11-15 2024-09-10
729. STARWOOD PROPERTY TRUST INC (REIT)   2023-09-14 2024-09-10
34. STRYKER CORP   2022-09-14 2024-09-10
131. US BANCORP   2012-06-01 2024-09-10
65. UNITED PARCEL SERVICE CL B   2024-07-15 2024-09-10
59. EATON CORP PLC   2022-12-01 2024-09-10
19. LINDE PLC   2018-07-05 2024-09-10
283. TE CONNECTIVITY LTD   2022-11-08 2024-09-10
3. ASML HOLDING NV N Y REGISTRY SHS ADR   2008-11-26 2024-09-10
174. COPA HOLDINGS SA   2024-07-15 2024-09-10
3398. CAPITAL GROUP GROWTH ETF   2024-06-24 2024-09-12
3944. HARTFORD DISCIPLINED US HARTFORD MULTIFACTOR DEVELOPED MKTS ETF   2023-07-07 2024-09-12
1106. SPDR RUSSELL 1000 YIELD ETF   2023-08-15 2024-09-12
. LONG-TERM SALES PROCEEDS     2024-10-16
1229. ISHARES ISHARES REAL ESTATE 50 (MKT)   2024-09-12 2024-11-21
305. ISHARES US INFRASTRUC   2023-04-19 2024-11-21
411. ARBOR REALTY TRUST INC   2023-06-29 2024-11-22
307. CARTER'S INC   2024-07-15 2024-11-22
285. DOW INC COM   2024-07-15 2024-11-22
7. GENERAL DYNAMICS CORP   2024-09-10 2024-11-22
193. HERSHEY CO   2024-09-10 2024-11-22
148. INNOVATIVE INDL PPTYS INC CL A   2024-09-10 2024-11-22
29. INTEL CORP   2022-11-08 2024-11-22
697. LEXINGTON REALTY TRUST   2024-09-10 2024-11-22
29. MANPOWER INC COM   2024-07-15 2024-11-22
1534. PFIZER INC   2024-07-15 2024-11-22
95. SKYWORKS SOLUTIONS INC   2024-09-10 2024-11-22
45. UNITED PARCEL SERVICE CL B   2024-07-15 2024-11-22
1. UNITED PARCEL SERVICE CL B   2019-10-02 2024-11-22
411. LYONDELLBASELL INDUSTRIES NV SHS CLASS A   2024-07-15 2024-11-22
23. ADOBE SYSTEMS INC   2022-11-08 2024-12-10
1. ALPHABET INC CAP STK CL A   2022-10-05 2024-12-10
164. BANK OF NEW YORK MELLON CORP   2011-11-23 2024-12-10
3. CHEVRONTEXACO CORP   2021-05-20 2024-12-10
399. CISCO SYS INC   2021-05-20 2024-12-10
232. COMCAST CORP   2011-08-23 2024-12-10
51. META PLATFORMS INC CL A   2022-11-10 2024-12-10
310. FIRST HAWAIIAN INC COM   2023-09-14 2024-12-10
1741. FOOT LOCKER INC   2023-09-14 2024-12-10
28. KIMBERLY CLARK CORP   2024-09-10 2024-12-10
63. LVMH MOET HENNESSY LOUIS VUITTON SA ADR   2018-03-12 2024-12-10
6. MARSH & MCLENNAN COS INC   2012-06-01 2024-12-10
9. MICROSOFT CORP   2021-10-22 2024-12-10
104. US BANCORP   2012-06-01 2024-12-10
17. UNITEDHEALTH GROUP INC   2024-09-10 2024-12-10
78. TE CONNECTIVITY LTD. PLC SHS   2012-06-01 2024-12-10
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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 103,322   100,627 2,695
b 19,793   18,593 1,200
c 26,746   26,735 11
d 104,658   105,658 -1,000
e 12,821   14,217 -1,396
4,403   4,838 -435
647   732 -85
3,135   3,383 -248
7,210   8,089 -879
15,464   18,956 -3,492
159   171 -12
14,672   27,894 -13,222
11,224   15,643 -4,419
202   248 -46
8,046   9,063 -1,017
8,295   9,013 -718
10,833   4,250 6,583
50   51 -1
90   74 16
23,834   22,221 1,613
10,733   7,388 3,345
72,030   72,052 -22
35,321   33,677 1,644
19,760   20,261 -501
5,550   5,036 514
12,231   9,024 3,207
14,028   9,876 4,152
1,480   1,239 241
10,289   8,815 1,474
1,558   1,110 448
2,744   1,990 754
11,186   7,820 3,366
1,950   1,398 552
3,823   1,731 2,092
2,006   1,199 807
23,487   35,927 -12,440
22,868   9,623 13,245
1,075   1,021 54
1,005   1,237 -232
46,174   7,138 39,036
16,444   9,416 7,028
12,595   6,100 6,495
14,552   9,506 5,046
20,343   11,594 8,749
6,040   4,162 1,878
1,401   1,954 -553
20,276   17,208 3,068
5,266   4,920 346
663   523 140
1,493   2,058 -565
13,488   18,110 -4,622
23,408   14,910 8,498
39,302   1,509 37,793
11,322   1,504 9,818
3,603   1,666 1,937
11,199   12,203 -1,004
1,204   581 623
6,811   6,544 267
39,719   28,449 11,270
10,352   2,552 7,800
963   721 242
30,714   21,680 9,034
1,254   358 896
40,314   32,925 7,389
54,164   11,784 42,380
63,326   7,516 55,810
9,195   4,321 4,874
43,300   16,598 26,702
13,158   3,791 9,367
4,056   1,803 2,253
12,083   354 11,729
42,051   25,904 16,147
77,145   28,128 49,017
984   653 331
13,255   3,388 9,867
22,881   10,556 12,325
4,830   3,057 1,773
14,321   15,280 -959
12,380   7,678 4,702
5,868   3,966 1,902
8,418   9,394 -976
17,008   8,982 8,026
8,793   3,106 5,687
40,839   27,669 13,170
2,249   48 2,201
14,854   16,671 -1,817
113,083   87,965 25,118
118,001   105,643 12,358
120,318   106,342 13,976
9     9
75,041   75,923 -882
15,512   11,358 4,154
6,009   6,021 -12
16,650   18,776 -2,126
12,868   15,171 -2,303
1,968   2,112 -144
33,516   39,166 -5,650
15,765   18,386 -2,621
710   819 -109
6,461   7,072 -611
1,804   2,044 -240
39,043   44,575 -5,532
8,096   9,378 -1,282
6,037   6,503 -466
134   115 19
34,422   39,379 -4,957
12,644   3,075 9,569
185   100 85
13,177   2,935 10,242
475   309 166
23,438   20,745 2,693
9,146   2,558 6,588
31,575   3,784 27,791
8,560   5,479 3,081
37,570   31,120 6,450
3,727   4,096 -369
8,429   3,840 4,589
1,289   191 1,098
4,012   2,783 1,229
5,361   3,149 2,212
9,599   10,210 -611
11,850   2,405 9,445
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
      365
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2,695
b       1,200
c       11
d       -1,000
e       -1,396
      -435
      -85
      -248
      -879
      -3,492
      -12
      -13,222
      -4,419
      -46
      -1,017
      -718
      6,583
      -1
      16
      1,613
      3,345
      -22
      1,644
      -501
      514
      3,207
      4,152
      241
      1,474
      448
      754
      3,366
      552
      2,092
      807
      -12,440
      13,245
      54
      -232
      39,036
      7,028
      6,495
      5,046
      8,749
      1,878
      -553
      3,068
      346
      140
      -565
      -4,622
      8,498
      37,793
      9,818
      1,937
      -1,004
      623
      267
      11,270
      7,800
      242
      9,034
      896
      7,389
      42,380
      55,810
      4,874
      26,702
      9,367
      2,253
      11,729
      16,147
      49,017
      331
      9,867
      12,325
      1,773
      -959
      4,702
      1,902
      -976
      8,026
      5,687
      13,170
      2,201
      -1,817
      25,118
      12,358
      13,976
      9
      -882
      4,154
      -12
      -2,126
      -2,303
      -144
      -5,650
      -2,621
      -109
      -611
      -240
      -5,532
      -1,282
      -466
      19
      -4,957
      9,569
      85
      10,242
      166
      2,693
      6,588
      27,791
      3,081
      6,450
      -369
      4,589
      1,098
      1,229
      2,212
      -611
      9,445
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 556,290
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 8,805
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 8,805
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 8,805
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 6,580
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 11,036
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 17,616
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 8,811
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow8,808 Refundedright arrow 11 3
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 arrowARDEN TRUST COMPANY Telephone no.right arrow (302) 246-5400

Located atright arrow2751 CENTERVILLE RD STE 200WILMINGTONDE ZIP+4right arrow19808
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
Yes
 
If "Yes," list the years right arrow2023, 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
Yes
 
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 arrow2023, 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
ARDEN TRUST COMPANY TRUSTEE
1 		17,879    
2751 CENTERVILLE RD STE 200
WILMINGTON,DE19808
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
3,660,823
b
Average of monthly cash balances.......................
1b
157,597
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,818,420
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
3,818,420
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
57,276
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,761,144
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
188,057
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
188,057
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
8,805
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,805
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
179,252
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
179,252
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
179,252
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
60,902
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
60,902
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 7 179,252
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 140,196
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$ 60,902
a Applied to 2023, but not more than line 2a 60,902
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..... 0
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 ............. 		79,294
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		179,252
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

ST CHRISTOPHER'S INN INC

PO BOX 150 GRAYMOOR ATTN CHIEF
GARRISON,NY10524 		NONE PC UNRESTRICTED GIFT 13,733

ST JOSEPH'S HOME FOR THE ELDERL

PO BOX 91
TOTOWA,NJ07511 		NONE PC UNRESTRICTED GIFT 13,733

CONGREGATION OF THE PASSION

HOLY CROSS PROVINCE 1420 RENAISS
PARK RIDGE,IL600681325 		NONE PC UNRESTRICTED GIFT 13,733

ST JUDE SHRINE

512 W SARATOGA STREET ATTN FR
BALTIMORE,MD21201 		NONE PC UNRESTRICTED GIFT 13,733
Total .................................right arrow 3a 54,932
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 ....     14 127,492  
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 ............ 		    18 556,290  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 2  
bSECTION 897 CAPITA     1 2,690  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   686,474  
13Total. Add line 12, columns (b), (d), and (e)..................
13
686,474
(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 AccountingFeesSchedule
Name:
STANLEY BAGNASCO FOUNDATION
EIN:
20-4889640
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2024 InvestmentsOtherSchedule2
Name:
STANLEY BAGNASCO FOUNDATION
EIN:
20-4889640
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SEE ATTACHED AT COST 3,070,347 3,606,288
00724F101 ADOBE SYS INC      
009158106 AIR PRODUCTS & CHEMI      
009279100 AIRBUS SE      
018802108 ALLIANT ENERGY CORP      
02079K305 ALPHABET INCORPORATI      
02263T104 AMADEUS IT GROUP SA      
023135106 AMAZON COM INC      
031162100 AMGEN INC      
037833100 APPLE INC      
038923108 ARBOR REALTY TRUST I      
056525108 BADGER METER INC      
064058100 BANK OF NEW YORK MEL      
067901108 BARRICK GOLD CORP      
075887109 BECTON DICKINSON AND      
105105209 BRAMBLES LTD      
128030202 CAL-MAINE FOODS INC      
14020G101 CAPITAL GROUP GROWTH      
16119P108 CHARTER COMMUNICATIO      
166764100 CHEVRONTEXACO CORPOR      
17275R102 CISCO SYSTEMS INC      
194162103 COLGATE PALMOLIVE CO      
197236102 COLUMBIA BANKING SYS      
20030N101 COMCAST CORP      
20449X401 COMPASS GROUP PLC      
251542106 DEUTSCHE BOERSE AG      
251566105 DEUTSCHE TELEKOM AG      
25434V799 DIMENSIONAL INTL COR      
29530P102 ERIE INDEMNITY COMPA      
30303M102 FACEBOOK INC CL-A      
32051X108 FIRST HAWAIIAN INC      
33738R118 FIRST TRUST NASDAQ T      
344849104 FOOT LOCKER INC      
405552100 HALEON PLC SPON ADS      
419870100 HAWAIIAN ELECTRIC IN      
455793109 INDUSTRIA DE DISENO      
45781V101 INNOVATIVE INDL PPTY      
458140100 INTEL CORP      
459200101 INTERNATIONAL BUSINE      
46115H107 INTESA SANPAOLO SPA      
464288620 ISHARES LEHMAN CREDI      
46434V274 ISHARES TR MULTIFACT      
46434V860 ISHARES TREASURY FLO      
46435U713 ISHARES US INFRASTRU      
46625H100 J P MORGAN CHASE & C      
478160104 JOHNSON & JOHNSON      
502441306 LVMH MOET HENNESSY L      
518416102 HARTFORD MULTI GLOBA      
532457108 ELI LILLY & CO      
571748102 MARSH & MCLENNAN COS      
58463J304 MEDICAL PROPERTIES T      
58933Y105 MERCK & CO INC NEW      
594918104 MICROSOFT CORP      
641069406 NESTLE SA      
64110L106 NETFLIX INC      
653656108 NICE SYSTEMS LTD ADR      
654106103 NIKE INC B      
670100205 NOVO-NORDISK A S ADR      
67066G104 NVIDIA CORP      
68163W208 OLYMPUS CORP-SPON U      
68235P108 ONE GAS INC      
723787107 PIONEER NAT RES CO      
747525103 QUALCOMM INC      
759530108 RELX PLC      
760125104 RENTOKIL INITIAL PLC      
78409V104 S& P GLOBAL INC      
78440X887 SL GREEN REALTY CORP      
78464A664 SPDR PORTFOLIO LONG      
78467V848 SPDR DOUBLELINE TOTA      
78468R770 SPDR RUSSELL 1000 YI      
786584102 SAFRAN SA      
79466L302 SALESFORCE.COM INC      
803054204 SAP SE      
808513105 CHARLES SCHWAB CORP/      
816851109 SEMPRA ENERGY      
824348106 SHERWIN WILLIAMS CO      
824841407 SHISEIDO CO LTD      
835699307 SONY CORP      
848637104 SPLUNK INC      
85571B105 STARWOOD PROPERTY TR      
86317T103 STRAUMANN HLDG AG AD      
863667101 STRYKER CORP      
867224107 SUNCOR ENERGY INC      
87240R107 TFS FINANCIAL CORP      
88160R101 TESLA MOTORS INC      
88579Y101 3M CO      
902973304 US BANCORP DEL NEW      
911312106 UNITED PARCEL SERVIC      
91332U101 UNITY SOFTWARE INC C      
922908611 VANGUARD SMALL-CAP V      
92343V104 VERIZON COMMUNICATIO      
931427108 WALGREENS BOOTS ALLI      
97717W315 WISDOMTREE TRUST EMR      
98421M106 XEROX HOLDINGS CORP      
G1151C101 ACCENTURE LTD CLASS      
G29183103 EATON CORP PLC      
G54950103 LINDE PLC      
H01301128 ALCON INC ORD SHS      
H84989104 TE CONNECTIVITY LTD      
N07059210 ASMLD HOLDINGS NV      

TY 2024 OtherExpensesSchedule
Name:
STANLEY BAGNASCO FOUNDATION
EIN:
20-4889640
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 158 158   0


TY 2024 OtherIncomeSchedule2
Name:
STANLEY BAGNASCO FOUNDATION
EIN:
20-4889640
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 2 0  
SECTION 897 CAPITAL GAIN 2,690 2,690  


TY 2024 OtherIncreasesSchedule
Name:
STANLEY BAGNASCO FOUNDATION
EIN:
20-4889640
Description Amount
MUTUAL FUND TIMING DIFFERENCE 25
RETURN OF CAPITAL ADJUSTMENT 1,454


TY 2024 OtherProfessionalFeesSchedule
Name:
STANLEY BAGNASCO FOUNDATION
EIN:
20-4889640
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 35,702 35,702    


TY 2024 TaxesSchedule
Name:
STANLEY BAGNASCO FOUNDATION
EIN:
20-4889640
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 754 754   0
FEDERAL TAX PAYMENT - PRIOR YE 5,873 0   0
FEDERAL ESTIMATES - PRINCIPAL 6,580 0   0
FOREIGN TAXES ON QUALIFIED FOR 2,204 2,204   0
FOREIGN TAXES ON NONQUALIFIED 818 818   0