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
THE ELSA & PETER SODERBERG CHARITABLE
 
Number and street (or P.O. box number if mail is not delivered to street address)255 WHISKEY ROW PO BOX 1287
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOCA GRANDE, FL33921
A Employer identification number

27-4360163
B Telephone number (see instructions)

(866) 888-5157
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$35,562,777J 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... 680,375 680,375  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,670,429
b Gross sales price for all assets on line 6a 9,165,333
7 Capital gain net income (from Part IV, line 2)... 3,670,429
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 4,350,804 4,350,804  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 154,278     154,278
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
621 0 0 621
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,725 0 0 4,725
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
114,317 102,886   11,432
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
94,837 4,837   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 51,967 0 0 51,967
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
30,692     30,692
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 451,437 107,723 0 253,715
25 Contributions, gifts, grants paid....... 4,206,731 4,206,731
26 Total expenses and disbursements. Add lines 24 and 25 4,658,168 107,723 0 4,460,446
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -307,364
b Net investment income (if negative, enter -0-) 4,243,081
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,043 197,411 197,411
2 Savings and temporary cash investments......... 280,541 265,362 265,362
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)....... 12,976,815 Click to see attachment
List of Attached Documents:
// Content
13,935,113 		31,214,893
c Investments—corporate bonds (attach schedule)....... 4,414,774 Click to see attachment
List of Attached Documents:
// Content
3,536,212 		3,353,543
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).......... 986,512 Click to see attachment
List of Attached Documents:
// Content
419,161 		531,568
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) 18,660,685 18,353,259 35,562,777
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........ 18,660,685 18,353,259
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)..... 18,660,685 18,353,259
30 Total liabilities and net assets/fund balances (see instructions). 18,660,685 18,353,259
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
18,660,685
2
Enter amount from Part I, line 27a .....................
2
-307,364
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
18,353,321
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
62
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
18,353,259
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 3867.09 JPM GRWTH ADVANTAGE FD - USD - R6 ISIN U   2000-01-01 2024-01-24
b 2124.76 SIX CIRCLES US UNCONTR EQ   2000-01-01 2024-01-24
c 2483. VANGUARD TOTAL BOND MARKET @ 0.222928 PE   2000-01-01 2024-01-24
d 9255.16 VANGUARD TTL INTL BND-ADM 12/02/24 INCOM   2000-01-01 2024-01-24
e 3986. VANGUARD MORTGAGE-BACKED SEC   2000-01-01 2024-01-25
40. EXPONENT INC @ 0.28 PER SHARE   2000-01-01 2024-02-09
1753.63 JPM GRWTH ADVANTAGE FD - USD - R6 ISIN U   2000-01-01 2024-02-14
4186.4 SIX CIRCLES US UNCONTR EQ   2000-01-01 2024-02-14
4502.57 SIX CIRCLES INTL UNCON EQ @ 10.65 TRADE   2000-01-01 2024-02-14
159. SPDR S&P 500 ETF TRUST   2000-01-01 2024-02-15
19548.67 VANGUARD TTL BD MKT IDX-ADM 11/29/24 INC   2000-01-01 2024-02-29
9541.84 VANGUARD TTL INTL BND-ADM 12/02/24 INCOM   2000-01-01 2024-02-29
53. ANSYS INC   2000-01-01 2024-03-05
199. VANGUARD S&P 500 ETF   2000-01-01 2024-04-19
2097. VANGUARD INT-TERM CORPORATE   2000-01-01 2024-05-10
3675.92 T ROWE PRICE NEW ASIA-I   2000-01-01 2024-05-15
5223.25 SIX CIRCLES US UNCONTR EQ   2000-01-01 2024-05-15
195. VANGUARD S&P 500 ETF   2000-01-01 2024-05-16
186. VANGUARD MID-CAP ETF   2000-01-01 2024-05-16
2411.06 JPM GRWTH ADVANTAGE FD - USD - R6 ISIN U   2000-01-01 2024-06-18
329. SPDR S&P 500 ETF TRUST   2000-01-01 2024-06-18
60. ANSYS INC   2000-01-01 2024-06-24
7362.72 SIX CIRCLES US UNCONTR EQ   2000-01-01 2024-06-25
6177.3 SIX CIRCLES INTL UNCON EQ @ 10.65 TRADE   2000-01-01 2024-06-25
7177.95 T ROWE PRICE NEW ASIA-I   2000-01-01 2024-07-18
1645.38 SIX CIRCLES US UNCONTR EQ   2000-01-01 2024-07-18
3264.01 SIX CIRCLES INTL UNCON EQ @ 10.65 TRADE   2000-01-01 2024-07-18
627. VANGUARD S&P 500 ETF   2000-01-01 2024-07-18
12052. JOHNSON & JOHNSON   2000-01-01 2024-07-23
603. TESLA INC   2000-01-01 2024-07-23
2669. UBER TECHNOLOGIES INC   2000-01-01 2024-07-23
650000. CAPITALAND ASCENDAS REIT ISIN SG1M779069   2000-01-01 2024-07-26
366. DOLBY LABORATORIES INC-CL A @ 0.30 PER S   2000-01-01 2024-08-23
9427.47 JPM SMALL CAP EQTY FD - USD - R6 ISIN US   2000-01-01 2024-10-09
33151.88 T ROWE PRICE NEW ASIA-I   2000-01-01 2024-10-09
442. VANGUARD MID-CAP ETF   2000-01-01 2024-10-09
64. BJ'S WHOLESALE CLUB HOLDINGS TRANSFER OF   2000-01-01 2024-10-15
227. BENTLEY SYSTEMS INC-CLASS B @ 0.06 PER S   2000-01-01 2024-10-15
167. W R BERKLEY CORPORATION @ 0.08 PER SHARE   2000-01-01 2024-10-15
59. BRIGHT HORIZONS FAMILY SOLUT TRANSFER OF   2000-01-01 2024-10-15
34. CHARLES RIVER LABORATORIES TRANSFER OF A   2000-01-01 2024-10-15
11. CHEMED CORP @ 0.50 PER SHARE   2000-01-01 2024-10-15
59. CHOICE HOTELS INTL INC TRANSFER OF ASSET   2000-01-01 2024-10-15
106. COOPER COS INC/THE TRANSFER OF ASSETS FR   2000-01-01 2024-10-15
36. ASPEN TECHNOLOGY INC TRANSFER OF ASSETS   2000-01-01 2024-10-15
34. EQUIFAX INC @ 0.39 PER SHARE   2000-01-01 2024-10-15
59. EXPONENT INC @ 0.28 PER SHARE   2000-01-01 2024-10-15
5. FAIR ISAAC CORP TRANSFER OF ASSETS FROM   2000-01-01 2024-10-15
45. JACK HENRY & ASSOCIATES INC @ 0.55 PER S   2000-01-01 2024-10-15
68. INTERACTIVE BROKERS GRO-CL A @ 0.25 PER   2000-01-01 2024-10-15
75. LCI INDUSTRIES TRANSFER OF ASSETS FROM G   2000-01-01 2024-10-15
38. LPL FINANCIAL HOLDINGS INC @ 0.30 PER SH   2000-01-01 2024-10-15
21. LENNOX INTERNATIONAL INC TRANSFER OF ASS   2000-01-01 2024-10-15
40. NORDSON CORP TRANSFER OF ASSETS FROM GXX   2000-01-01 2024-10-15
28. POOL CORP TRANSFER OF ASSETS FROM GXXXX6   2000-01-01 2024-10-15
162. ROLLINS INC @ 0.165 PER SHARE   2000-01-01 2024-10-15
17. SAIA INC TRANSFER OF ASSETS FROM GXXXX60   2000-01-01 2024-10-15
79. SCOTTS MIRACLE-GRO CO @ 0.66 PER SHARE   2000-01-01 2024-10-15
47. SITEONE LANDSCAPE SUPPLY INC TRANSFER OF   2000-01-01 2024-10-15
13. TELEDYNE TECHNOLOGIES INC TRANSFER OF AS   2000-01-01 2024-10-15
80. TERADYNE INC   2000-01-01 2024-10-15
37. UNIVERSAL DISPLAY CORP @ 0.40 PER SHARE   2000-01-01 2024-10-15
21. WATSCO INC TRANSFER OF ASSETS FROM GXXXX   2000-01-01 2024-10-15
26. ZEBRA TECHNOLOGIES CORP-CL A TRANSFER OF   2000-01-01 2024-10-15
223. ZURN ELKAY WATER SOLUTIONS CORP   2000-01-01 2024-10-15
53. ALLEGION PLC TAX WITHHELD IRELAND 25.000   2000-01-01 2024-10-15
15949.03 T ROWE PRICE NEW ASIA-I   2000-01-01 2024-10-17
6. FAIR ISAAC CORP TRANSFER OF ASSETS FROM   2000-01-01 2024-10-21
72. TERADYNE INC   2000-01-01 2024-10-21
12. CHOICE HOTELS INTL INC TRANSFER OF ASSET   2000-01-01 2024-11-06
9. CHOICE HOTELS INTL INC TRANSFER OF ASSET   2000-01-01 2024-11-07
8212.32 VANGUARD TTL INTL BND-ADM 12/02/24 INCOM   2000-01-01 2024-11-20
3832. VANGUARD TOTAL INTL BOND ETF   2000-01-01 2024-11-20
5323.38 VANGUARD TTL INTL BND-ADM 12/02/24 INCOM   2000-01-01 2024-11-29
8028.66 VANGUARD TTL INTL BND-ADM 12/02/24 INCOM   2000-01-01 2024-12-05
2964.43 VANGUARD TTL INTL BND-ADM 12/02/24 INCOM   2000-01-01 2024-12-05
2. FAIR ISAAC CORP TRANSFER OF ASSETS FROM   2000-01-01 2024-12-10
2. FAIR ISAAC CORP TRANSFER OF ASSETS FROM   2000-01-01 2024-12-10
1. FAIR ISAAC CORP TRANSFER OF ASSETS FROM   2000-01-01 2024-12-11
2. FAIR ISAAC CORP TRANSFER OF ASSETS FROM   2000-01-01 2024-12-11
24.46 VANGUARD TTL INTL BND-ADM 12/02/24 INCOM   2000-01-01 2024-12-17
1. ADD     2024-12-31
1. INDUSTRY VENTURES IX PRIVATE INVESTORS O     2024-12-31
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 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 136,663   53,384 83,279
b 32,296   31,361 935
c 180,289   212,178 -31,889
d 180,383   203,620 -23,237
e 181,786   205,070 -23,284
3,109   3,405 -296
64,551   23,860 40,691
65,015   61,791 3,224
48,222   48,988 -766
78,556   22,579 55,977
185,517   207,998 -22,481
185,875   207,372 -21,497
18,022   15,782 2,240
91,327   92,580 -1,253
166,316   169,364 -3,048
61,278   69,131 -7,853
86,184   77,095 9,089
93,799   43,780 50,019
45,794   32,037 13,757
100,517   32,805 67,712
179,986   46,720 133,266
19,567   17,866 1,701
125,903   108,674 17,229
72,830   67,209 5,621
122,815   123,030 -215
28,992   24,286 4,706
38,874   35,512 3,362
320,874   140,769 180,105
1,861,533   63,128 1,798,405
151,418   21,725 129,693
180,239   86,796 93,443
1,289,075   546,886 742,189
26,803   31,574 -4,771
558,955   476,370 82,585
604,690   568,223 36,467
116,051   55,380 60,671
5,557   4,812 745
11,459   11,553 -94
9,740   7,889 1,851
7,844   5,422 2,422
6,544   7,768 -1,224
6,505   6,338 167
7,936   7,281 655
11,317   9,758 1,559
8,522   7,635 887
9,608   8,466 1,142
6,597   5,022 1,575
10,009   5,703 4,306
8,250   7,482 768
10,200   5,501 4,699
8,726   9,330 -604
9,434   8,272 1,162
12,643   9,203 3,440
10,247   10,141 106
10,256   10,949 -693
7,989   6,905 1,084
7,726   7,194 532
6,779   4,780 1,999
6,901   7,614 -713
5,873   5,519 354
10,557   8,404 2,153
7,648   6,904 744
10,365   8,943 1,422
9,730   7,020 2,710
8,041   6,548 1,493
7,760   6,240 1,520
285,647   258,927 26,720
12,033   6,844 5,189
9,077   7,563 1,514
1,677   1,479 198
1,301   1,078 223
164,000   178,043 -14,043
191,269   187,068 4,201
107,000   115,411 -8,411
162,500   173,978 -11,478
60,000   64,209 -4,209
4,465   4,465  
4,465   2,281 2,184
2,230   1,141 1,089
4,466   2,281 2,185
492   530 -38
861   1 860
36,066   36,681 -615
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
      152,917
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       83,279
b       935
c       -31,889
d       -23,237
e       -23,284
      -296
      40,691
      3,224
      -766
      55,977
      -22,481
      -21,497
      2,240
      -1,253
      -3,048
      -7,853
      9,089
      50,019
      13,757
      67,712
      133,266
      1,701
      17,229
      5,621
      -215
      4,706
      3,362
      180,105
      1,798,405
      129,693
      93,443
      742,189
      -4,771
      82,585
      36,467
      60,671
      745
      -94
      1,851
      2,422
      -1,224
      167
      655
      1,559
      887
      1,142
      1,575
      4,306
      768
      4,699
      -604
      1,162
      3,440
      106
      -693
      1,084
      532
      1,999
      -713
      354
      2,153
      744
      1,422
      2,710
      1,493
      1,520
      26,720
      5,189
      1,514
      198
      223
      -14,043
      4,201
      -8,411
      -11,478
      -4,209
       
      2,184
      1,089
      2,185
      -38
      860
      -615
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 3,670,429
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 58,979
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 58,979
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 58,979
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 67,575
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 22,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 89,575
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 602
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 29,994
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow29,994 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL
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 arrow  
14
The books are in care ofright arrowJESSICA MILLMAN Telephone no.right arrow (202) 361-7933

Located atright arrowPO BOX 715SKANEATELESNY ZIP+4right arrow13152
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PETER SODERBERG PRESIDENT
1 		0    
255 WHISKEY ROW
BOCA GRANDE,FL33921
ELSA A SODERBERG VICE PRESIDENT
1 		0    
255 WHISKEY ROW
BOCA GRANDE,FL33921
JESSICA MILLMAN EXECUTIVE DIRECTOR
20 		80,478    
PO BOX 715
SKANEATELES,NY13152
WILLIAM WEINFELD DIRECTOR
1 		0    
60 W 23RD ST APT 1051
NEW YORK,NY10010
ELIZABETH SODERBERG OFFICER
1 		0    
66 MCKINLEY PARK LN
LOUISVILLE,CO80027
ELSA LOUISE SODERBERG OFFICER
1 		73,800    
7322 PARCELL RD
AUBURN,NY13021
DENNIS BROWN OFFICER
1 		0    
4001 TAMIAMI TRAIL NORTH SUITE 105
NAPLES,FL34103
KIRSTIN FULKERSON OFFICER
1 		0    
6246 RIVO LAKES BLVD
SARASOTA,FL34241
ANDREW HAGEN OFFICER
1 		0    
25 LEITCH AVENUE
SKANEATELES,NY13152
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
JP MORGAN CHASE BANK NA 0 111,417
110 S DEARBORN ST
CHICAGO,IL60603
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
34,583,844
b
Average of monthly cash balances.......................
1b
771,945
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
35,355,789
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
35,355,789
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
530,337
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
34,825,452
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,741,273
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
1,741,273
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
58,979
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
58,979
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,682,294
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,682,294
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
1,682,294
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
4,460,446
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
4,460,446
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 1,682,294
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 1,480,515
e From 2023...... 1,719,656
f Total of lines 3a through e ........ 3,200,171
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,460,446
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 1,682,294
e Remaining amount distributed out of corpus 2,778,152
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 5,978,323
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		5,978,323
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 1,480,515
d Excess from 2023.... 1,719,656
e Excess from 2024.... 2,778,152
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).)
PETER H SODERBERG ELSA A SODERBERG
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

Partners in Health

800 BOYLSTON STREET SUITE 300
Boston,MA02199 		NONE PC GENERAL 100,000

SAVE THE CHILDREN FEDERATION INC

501 KINGS HWY E 400
FAIRFIELD,CT06825 		NONE PC GENERAL 500,000

PURPLE HEART HOMES INC

P O BOX 5535
STATESVILLE,NC28687 		NONE PC GENERAL 67,000

A STEP AHEAD CHATTANOOGA

PO BOX 4212
CHATTANOOGA,TN37405 		NONE PC GENERAL 110,000

Near East Foundation

110 W FAYETTE ST STE 710
Syracuse,NY13202 		NONE PC GENERAL 325,000

Boca Grande United Methodist Church

325 W 3RD ST PO BOX 524
Boca Grande,FL33921 		NONE PC GENERAL 15,000

Women Make Movies

231 W 29TH STREET SUITE 1006
NEW YORK,NY10001 		NONE PC GENERAL 35,000

Harvest House

3650 17TH STREET
Sarasota,FL34235 		NONE PC GENERAL 85,718

Project Hope

1220 19TH STREET NW SUITE 800
Washington,DC20036 		NONE PC GENERAL 1,193,344

Diane Fossey Gorilla Fund

800 CHEROKEE AVENUE SE
Atlanta,GA30315 		NONE PC GENERAL 100,000

All Faith Food Bank

8171 BLAIKIE CT
Sarasota,FL34240 		NONE PC GENERAL 200,000

Research Foundation for Mental Hygiene

150 BROADWAY SUITE 301
Menands,NY12204 		NONE PC GENERAL 150,000

Population Services International

1120 19TH STREET NW ST 600
Washington,DC20036 		NONE PC GENERAL 150,563

BOMA

PO BOX 1865
MANCHESTER CENTER,VT05255 		NONE PC GENERAL 25,000

SOUTHWEST FLORIDA COMMUNITY FOUNDATION

2031 JACKSON STREETSUITE 100
FORT MYERS,FL33901 		NONE PC GENERAL 275,000

THE PEOPLE-TO-PE HEALTH FOUNDATION INC
PROJECT HOPE
7500 OLD GEOGETOWN ROADSUITE 600
BETHESDA,MD20814 		NONE PC GENERAL 100,000

PATH FINDER INTERNATIONAL

9 GALEN STREET SUITE 217
WATERTOWN,MA02472 		NONE PC GENERAL 567,356

INVEST IN KIDS

1775 SHERMAN STREET SUITE 1445
DENVER,CO80203 		NONE PC GENERAL 207,750
Total .................................right arrow 3a 4,206,731
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 ....     14 680,375  
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 3,670,429  
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) ..   4,350,804  
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,350,804
(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:
THE ELSA & PETER SODERBERG CHARITABLE
EIN:
27-4360163
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 4,725     4,725

TY 2024 ContractorCompensationExpln
Name:
THE ELSA & PETER SODERBERG CHARITABLE
EIN:
27-4360163
Contractor Explanation
JP MORGAN CHASE BANK NA INVESTMENT MANAGEMENT FEES

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE ELSA & PETER SODERBERG CHARITABLE
EIN:
27-4360163
Name of Bond End of Year Book Value End of Year Fair Market Value
921937603 VANGUARD TOTAL BOND 489,347 441,833
92203J308 VANGUARD TOTAL INTL 527,188 513,394
83002G884 SIX CIRCLES CREDIT O 850,513 851,302
92206C847 VANGUARD LONG-TERM T 372,010 351,140
921937835 VANGUARD TOTAL BOND 916,347 817,401
92206C771 VANGUARD MORTGAGE-BA    
92206C-87-0 VANGUARD INT-TERM 380,807 378,473

TY 2024 InvestmentsCorpStockSchedule
Name:
THE ELSA & PETER SODERBERG CHARITABLE
EIN:
27-4360163
Name of Stock End of Year Book Value End of Year Fair Market Value
023135106 AMAZON.COM INC 1,026,452 4,275,911
037833100 APPLE INC 907,553 8,762,697
78462F103 SPDR S&P 500 ETF TRU 110,481 455,970
922908629 VANGUARD MID-CAP ETF 416,698 887,213
48127B862 JPM SMALL CAP EQTY F    
83002G306 SIX CIRCLES U.S. UNC 1,499,310 2,611,065
83002G405 SIX CIRCLES INTERNAT 1,401,376 1,526,139
922908363 VANGUARD S&P 500 ETF 3,224,612 6,228,105
77956H385 T ROWE PRICE NEW ASI    
46429B267 ISHARES US TREASURY 215,857 219,574
46640W108 JPM GRWTH ADVANTAGE 371,262 1,161,026
46641Q225 JPMORGAN BETABUILDER 218,366 318,220
46641Q217 JPMORGAN BETABUILDER 608,682 711,923
464288810 ISHARES U.S. MEDICA 420,866 556,659
761152107 RESMED INC 187,974 297,297
88160R101 TESLA INC    
90353T100 UBER TECHNOLOGIES IN    
478160104 JOHNSON & JOHNSON    
G0176J-10-9 ALLEGION PLC 20,956 23,261
03662Q-10-5 ANSYS INC    
29109X-10-6 ASPEN TECHNOLOGY I 24,814 29,207
08265T-20-8 BENTLEY SYSTEMS IN 39,546 36,286
109194-10-0 BRIGHT HORIZONS FA 17,827 21,505
159864-10-7 CHARLES RIVER LABO 27,872 22,521
16359R-10-3 CHEMED CORP 20,743 19,073
169905-10-6 CHOICE HOTELS INTL 21,531 27,118
216648-40-2 COOPER COS INC/THE 33,694 33,646
25659T-10-7 DOLBY LABORATORIES    
294429-10-5 EQUIFAX INC 29,384 30,072
30214U-10-2 EXPONENT INC 17,280 18,087
303250-10-4 FAIR ISAAC CORP 9,125 15,927
45841N-10-7 INTERACTIVE BROKER 19,173 41,871
426281-10-1 JACK HENRY & ASSOC 25,273 26,646
50189K-10-3 LCI INDUSTRIES    
526107-10-7 LENNOX INTERNATION 34,182 47,525
50212V-10-0 LPL FINANCIAL HOLD 26,339 39,508
655663-10-2 NORDSON CORP 31,184 25,737
73278L-10-5 POOL CORP 36,367 31,707
775711-10-4 ROLLINS INC 25,020 27,207
78709Y-10-5 SAIA INC 21,583 23,242
810186-10-6 SCOTTS MIRACLE-GRO 14,341 15,723
82982L-10-3 SITEONE LANDSCAPE 21,060 17,130
879360-10-5 TELEDYNE TECHNOLOG 21,653 23,671
880770-10-2 TERADYNE INC 18,803 22,540
885160-10-1 THOR INDUSTRIES IN 29,992 24,885
942622-20-0 WATSCO INC 28,533 31,751
084423-10-2 WR BERKLEY CORP 27,117 33,590
989207-10-5 ZEBRA TECHNOLOGIES 23,491 33,601
98983L-10-8 ZURN ELKAY WATER S 23,578 29,952
315911727 FIDELITY INTL INDX-I 362,224 384,372
46641Q191 JPMORGAN BETABUILDER 357,499 326,479
461418444 WCM FOCUSED INTL GRO 483,840 404,660
464288182 ISHARES MSCI ALL COU 286,727 265,622
245914510 DELAWARE EMERGING MA 443,808 394,614
52106N889 LAZARD EMARG MKT EQY 449,117 400,442
46435U853 ISHARES BROAD USD HI 191,351 191,529
05550J-10-1 BJ'S WHOLESALE CLU 18,308 21,801
681116-10-9 OLLIE'S BARGAIN OU 18,310 21,288
91347P-10-5 UNIVERSAL DISPLAY 23,979 19,298

TY 2024 InvestmentsOtherSchedule2
Name:
THE ELSA & PETER SODERBERG CHARITABLE
EIN:
27-4360163
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
G56387916 ASCEBDAS REAK ESTATE      
PETYEAAA8 INDUSTRY VENTURES IX AT COST 419,161 531,568

TY 2024 LegalFeesSchedule
Name:
THE ELSA & PETER SODERBERG CHARITABLE
EIN:
27-4360163
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 621     621


TY 2024 OtherDecreasesSchedule
Name:
THE ELSA & PETER SODERBERG CHARITABLE
EIN:
27-4360163
Description Amount
COST BASIS ADJUSTMENT 62


TY 2024 OtherExpensesSchedule
Name:
THE ELSA & PETER SODERBERG CHARITABLE
EIN:
27-4360163
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MEMBERSHIP FEES 22,500 0   22,500
PROFESSIONAL DEVELOPMENT 5,000 0   5,000
OTHER EXPENSES 1,700 0   1,700
ANNUAL SUBSCRIPTION 1,492 0   1,492


TY 2024 OtherProfessionalFeesSchedule
Name:
THE ELSA & PETER SODERBERG CHARITABLE
EIN:
27-4360163
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 114,317 102,886   11,432


TY 2024 TaxesSchedule
Name:
THE ELSA & PETER SODERBERG CHARITABLE
EIN:
27-4360163
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 4,837 4,837   0
FEDERAL TAX PAYMENT - PRIOR YE 44,000 0   0
FEDERAL ESTIMATES - INCOME 46,000 0   0