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
PAUL AND PEARL CASLOW FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)950 MILWAUKEE AVENUE ROOM 327
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GLENVIEW, IL60025
A Employer identification number

36-6065830
B Telephone number (see instructions)

(630) 220-7128
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$38,958,831J 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 1,270 1,270  
4 Dividends and interest from securities... 1,126,636 1,108,393  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 386,760
b Gross sales price for all assets on line 6a 643,820
7 Capital gain net income (from Part IV, line 2)... 386,760
8 Net short-term capital gain.........  
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
-9,845 -9,845 0
12 Total. Add lines 1 through 11........ 1,504,821 1,486,578 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 190,000 0 0 190,000
14 Other employee salaries and wages...... 80,000 0 0 80,000
15 Pension plans, employee benefits....... 20,655 0 0 20,655
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
15,392 15,371 0 21
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 6,300 0 0 6,300
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,300 954 0 3,346
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 316,647 16,325 0 300,322
25 Contributions, gifts, grants paid....... 1,759,500 1,759,500
26 Total expenses and disbursements. Add lines 24 and 25 2,076,147 16,325 0 2,059,822
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -571,326
b Net investment income (if negative, enter -0-) 1,470,253
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............. 600 -99,930 -99,930
2 Savings and temporary cash investments......... 238,412 72,133 72,133
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
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)....... 34,295,539 Click to see attachment
List of Attached Documents:
// Content
38,288,225 		38,288,225
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).......... 719,742 Click to see attachment
List of Attached Documents:
// Content
689,772 		689,772
14 Land, buildings, and equipment: basis right arrow2,931
Less: accumulated depreciation (attach schedule) right arrow2,931      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
32,943 		Click to see attachment
List of Attached Documents:
// Content
8,631 		Click to see attachment
List of Attached Documents:
// Content
8,631
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 35,287,236 38,958,831 38,958,831
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) Click to see attachment
List of Attached Documents:
// Content
2,970 		Click to see attachment
List of Attached Documents:
// Content
25,652
23 Total liabilities (add lines 17 through 22)......... 2,970 25,652
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........... 35,284,266 38,933,179
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........    
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)..... 35,284,266 38,933,179
30 Total liabilities and net assets/fund balances (see instructions). 35,287,236 38,958,831
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
35,284,266
2
Enter amount from Part I, line 27a .....................
2
-571,326
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,220,239
4
Add lines 1, 2, and 3 ..........................
4
38,933,179
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
38,933,179
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 ENTERPRISE PRODUCTS P    
b ENERGY TRANSFER P    
c CEDAR FAIR P    
d GE VERNOVA INC   2002-12-30 2024-04-02
e EXXON MOBIL CORP   1996-07-19 2024-05-06
NATIONAL GRID PLC   2019-07-16 2024-05-24
NATIONAL GRID PLC   2019-07-17 2024-06-06
ATMOS ENERGY CORP   2010-01-30 2024-10-14
ATMOS ENERGY CORP   2010-08-11 2024-10-14
CONSOLIDATED EDISON INC   2010-06-30 2024-10-15
DOMINION ENERGY   2019-07-16 2024-10-16
DT MIDSTREAM INC   2001-06-27 2024-10-29
DT MIDSTREAM INC   2001-09-25 2024-10-29
EVERSOURCE ENERGY   2001-06-27 2024-11-15
EVERSOURCE ENERGY   2001-06-27 2024-11-15
DISNEY WALT CO   1994-07-18 2024-11-20
GE VERNOVA INC   2002-12-30 2024-11-20
GE VERNOVA INC   2003-11-24 2024-11-20
GE VERNOVA INC   2006-03-27 2024-11-20
GE VERNOVA INC   2010-08-16 2024-11-20
GE VERNOVA INC   2011-01-18 2024-11-20
BROWN FORMAN CORP   2010-06-30 2024-11-25
BROWN FORMAN CORP   2010-06-30 2024-11-25
EMBECTA CORP   2015-03-17 2024-11-26
EMBECTA CORP   2015-03-17 2024-11-26
EMBECTA CORP   2015-03-17 2024-11-26
AVANGRID INC   2009-09-21 2024-12-24
AVANGRID INC   2009-09-21 2024-12-24
AVANGRID INC   2019-07-16 2024-12-24
(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     10 -10
b     2 -2
c     1 -1
d 35   32 3
e 48   2 46
2   7 -5
2,841   8,581 -5,740
30,347   5,841 24,506
40,041   8,245 31,796
22,889   9,396 13,493
14,399   18,753 -4,354
21,226   3,388 17,838
9,923   1,442 8,481
64,416   20,884 43,532
83,759   43,143 40,616
11,250   1,408 9,842
6,359   2,342 4,017
4,297   1,855 2,442
10,742   5,416 5,326
21,484   4,882 16,602
10,742   2,995 7,747
42,189   15,261 26,928
210,943   76,307 134,636
3   2 1
52   43 9
82   69 13
10,725   8,026 2,699
19,091   14,286 4,805
5,935   4,441 1,494
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       -10
b       -2
c       -1
d       3
e       46
      -5
      -5,740
      24,506
      31,796
      13,493
      -4,354
      17,838
      8,481
      43,532
      40,616
      9,842
      4,017
      2,442
      5,326
      16,602
      7,747
      26,928
      134,636
      1
      9
      13
      2,699
      4,805
      1,494
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 2 386,760
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 -13
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 20,437
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 20,437
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 20,437
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 1,004
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 6,441
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowIL
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 arrowROSALYN MANN Telephone no.right arrow (847) 699-6448

Located atright arrow3801 APPIAN WAYGLENVIEWIL ZIP+4right arrow60025
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)
 
No
(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
 
 
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
RICHARD MANN TREASURER
40.00 		55,000 0 0
3801 APPIAN WAY APT 410
GLENVIEW,IL60025
ROSALYN MANN PRESIDENT
40.00 		80,000 0 0
3801 APPIAN WAY APT 410
GLENVIEW,IL60025
ABBY COLE SECRETARY
40.00 		55,000 0 0
3801 APPIAN WAY APT 410
GLENVIEW,IL60025
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 arrow0
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
37,394,909
b
Average of monthly cash balances.......................
1b
508,996
c
Fair market value of all other assets (see instructions)................
1c
709,990
d
Total (add lines 1a, b, and c).........................
1d
38,613,895
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
38,613,895
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
579,208
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
38,034,687
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,901,734
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
1,901,734
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
20,437
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
20,437
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,881,297
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,881,297
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
1,881,297
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
2,059,822
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,059,822
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 1,881,297
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,347,971
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,059,822
a Applied to 2023, but not more than line 2a 1,347,971
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..... 711,851
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		1,169,446
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....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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).)
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.
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

ADL

GREATER CHICAGO/UPPER MIDWEST
REGION 120 SOUTH LASALLE STREET SUI
CHICAGO,IL60603 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

ALEPH INSTITUTE

ATTN RABBI BROOK 543 MAPLE STREET
SUITE 1
BROOKLYN,NY11225 		UNREALATED 501(C)3 GENERAL SUPPORT 50,000

ALYN HOSPITAL INC

122 EAST 42ND STREET SUITE 1519
NEW YORK,NY10168 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

ALZHEIMER'S ASSOCIATION

225 N MICHIGAN AVE STE 1700
CHICAGO,IL606017652 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

AMERICAN COMMITTEE FOR SHAARE ZEDEK

P O BOX 11519
NEWARK,NJ071014519 		UNREALATED 501(C)3 GENERAL SUPPORT 7,000

AMERICAN FRIENDS OF SHEBA MEDICAL CENTER

ATTN JESSICA BEN NUN 6505 WILSHIRE
BLVD
LOS ANGELES,CA90048 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

AMERICAN JEWISH COMMITTEE

PO BOX 170800
MILWAUKEE,WI532179959 		UNREALATED 501(C)3 GENERAL SUPPORT 4,000

AMERICAN KIDNEY FUND INC

11921 ROCKVILLE PIKE STE 300
ROCKVILLE,MD208522737 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

AMERICAN PARKINSON DISEASE ASSOCIATION

PO BOX 97216
WASHINGTON DC,DC200907216 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

AMERICAN RED CROSS

OF GREATER CHICAGO 2200 WEST
HARRISON STREET
CHICAGO,IL60612 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

AMFAR THE FOUNDATION FOR AIDS RESEARCH

PO BOX 535
ETNA,NH037500535 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

AMVETS

NATIONAL SERVICE FOUNDATION PO BOX
96175
WASHINGTON DC,DC200906175 		UNREALATED 501(C)3 GENERAL SUPPORT 8,000

ARACHIM

5014 16TH AVENUE
BROOKLYN,NY11204 		UNREALATED 501(C)3 GENERAL SUPPORT 1,500

ARK

6450 N CALIFORNIA
CHICAGO,IL606455257 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

ASPCA

PO BOX 96929
WASHINGTON DC,DC200777127 		UNREALATED 501(C)3 GENERAL SUPPORT 25,500

AUSCHWITZ JEWISH CENTER FOUNDATION INC

36 BATTERY PL NEW YORK
NEW YORK,NY102801502 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

BAR-ILAN UNIVERSITY

160 EAST 56TH STREET
NEW YORK,NY100223609 		UNREALATED 501(C)3 GENERAL SUPPORT 20,000

BEN-GURION UNIVERSITY

PO BOX 7410310
CHICAGO,IL606740310 		UNREALATED 501(C)3 GENERAL SUPPORT 20,000

BIRKAS RIFKA

1340 PRINCTON AVENUE
LAKEWOOD,NJ087019888 		UNREALATED 501(C)3 GENERAL SUPPORT 4,000

BIRTHRIGHT ISRAEL FOUNDATION

PO BOX 21615
NEW YORK,NY100871615 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

BJBE

1201 LAKE COOK ROAD
DEERFIELD,IL60015 		UNREALATED 501(C)3 GENERAL SUPPORT 25,000

BOYS TOWN

200 FLANAGAN BLVD
BOYS TOWN,NE680109988 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

BOYS TOWN JERUSALEM

209 W 29TH ST SUITE 6250
NEW YORK,NY10001 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

BRAILLE INSTITUTE OF AMERICA

741 N VERMONT AVE
LOS ANGELES,CA900293514 		UNREALATED 501(C)3 GENERAL SUPPORT 3,000

BRIGHTFOCUS FOUNDATION

22512 GATEWAY CENTER DRIVE PO BOX
1962
CLARKSBURG,MD208711962 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

BUILDING PEACEFUL BRIDGES

ATTN DPNATIONS RCC 1400 PATRIOT
BLVD PO BOX 535
GLENVEIW,IL60026 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

CAL FARLEYS

PO BOX 1890
AMARILLO,TX791059849 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

CAMP GAN ISRAEL

2833 W HOWARD ST
CHICAGO,IL60645 		UNREALATED 501(C)3 GENERAL SUPPORT 25,000

CARE

PO BOX 1870
MERRIFIELD,VA221169646 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

CHABAD OF NILES

9401 MARGAIL
DES PLAINES,IL60016 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

CHAI 4EVER INC

1221 MADISON AVE
LAKEWOOD,NJ087011753 		UNREALATED 501(C)3 GENERAL SUPPORT 3,500

CHAI LIFELINE

ADMINISTRATIVE OFFICES 106 CLIFTON
AVE
LAKEWOOD,NJ087013388 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

CHAMAH

473 EMPIRE BLVD
BROOKLYN,NY112253217 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

CHANECHIAI YESHIVOS L'HAGDIL TORAH

HAZAYIT STREET 3/21
KIRYAT YEARIM   9083800
IS 		UNREALATED   GENERAL SUPPORT 5,000

CHASDEI NAOMI

C/O SAMUEL BEHAR CPA 10101 FONDREN
RD 400
HOUSTON,TX77096 		UNREALATED 501(C)3 GENERAL SUPPORT 15,000

CHEDER LUBAVITCH HEBREW DAY SCHOOL INC

5201 HOWARD ST
SKOKIE,IL600772808 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

CHICAGO COALTION FOR THE HOMELESS

70 E LAKE ST STE 720
CHICAGO,IL60601 		UNREALATED 501(C)3 GENERAL SUPPORT 15,000

CHICAGO LIGHTHOUSE

1850 W ROOSEVELT ROAD
CHICAGO,IL606081200 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

CHILDREN'S CANCER RESEARCH FUND

PO BOX 96790
WASHINGTON DC,DC200906790 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

CHOFETZ CHAIM HERITAGE FOUNDATION

361 SPOOK ROCK ROAD
SUFFERN,NY109019921 		UNREALATED 501(C)3 GENERAL SUPPORT 1,000

CHRISTIAN APPALACHIAN PROJECT

PO BOX 55911
LEXINGTON,KY405559944 		UNREALATED 501(C)3 GENERAL SUPPORT 2,000

COLEL CHABAD

806 EASTERN PARKWAY
BROOKLYN,NY112139818 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

CROHNS & COLITIS FOUNDATION INC

PO BOX 1245
ALBERT LEA,MN560079918 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

CYSTIC FIBROSIS FOUNDATION

200 N LASALLE STREET SUITE 2300
CHICAGO,IL606011023 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

DIABETES RESEARCH INSTITUTE FOUNDATION IN

200 SOUTH PARK ROAD SUITE 100
HOLLYWOOD,FL330218592 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

DISKIN ORPHAN HOME OF ISRAEL

PO BOX 191041
BROOKLYN,NY112199938 		UNREALATED 501(C)3 GENERAL SUPPORT 8,000

DOCTORS WITHOUT BORDERS USA

40 RECTOR ST 16TH FL
NEW YORK,NY100061705 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

EZER MIZION

5225 NEW UTRECHT AVE 3RD FL
BROOKLYN,NY11219 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

FEED THE CHILDREN

333 N MERIDIAN AVE
OKLAHOMA CITY,OK731076507 		UNREALATED 501(C)3 GENERAL SUPPORT 4,000

FINCA INTERNATIONAL INC

PO BOX 98048
WASHINGTON DC,DC200908048 		UNREALATED 501(C)3 GENERAL SUPPORT 6,000

FOOD FOR THE POOR INC

6401 LYONS RD
COCONUT CREEK,FL33067 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

GIRLS TOWN OR CHADASH

1274 49TH STREET SUITE 414
BROOKLYN,NY11219 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

GRAMEEN FOUNDATION USA

1400 K ST NW SUITE 550
WASHINGTON DC,DC20005 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

GREATER CHICAGO FOOD DEPOSITORY

PO BOX 74008557
CHICAGO,IL606748557 		UNREALATED 501(C)3 GENERAL SUPPORT 8,000

GUIDE DOG FOUNDATION FOR THE BLIND INC

371 EAST JERICHO TURNPIKE
SMITHTOWN,NY117878557 		UNREALATED 501(C)3 GENERAL SUPPORT 3,000

GUIDING EYES FOR THE BLIND INC

611 GRANITE SPRINGS RD
YORKTOWN HTS,NY105983411 		UNREALATED 501(C)3 GENERAL SUPPORT 4,000

HABITAT FOR HUMANITY INTERNATIONAL INC

POBOX 1167
AMERIGUS,GA317099951 		UNREALATED 501(C)3 GENERAL SUPPORT 2,000

HEBREW ACADEMY OF CLEVELAND

1860 SOUTH TAYLOR ROAD
CLEVELAND,OH44118 		UNREALATED 501(C)3 GENERAL SUPPORT 20,000

HEBREW IMMIGRANT AID SOCIETY

411 FIFTH AVENUE SUITE 1006
NEW YORK,NY10016 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

HEBREW THEOLOGICAL COLLEGE

7135 NORTH CARPENTER ROAD
SKOKIE,IL600779998 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

HEBREW UNIVERSITY

223 W JACKSON BOULEWARD SUITE 1100
CHICAGO,IL60606 		UNREALATED 501(C)3 GENERAL SUPPORT 25,000

HELEN KELLER INTERNATIONAL INC

ONE DAG HAMMARSKJOLD PLAZA FL 2
NEW YORK,NY10017 		UNREALATED 501(C)3 GENERAL SUPPORT 7,000

HELL IN A HANDBAG PRODUCTIONS

2034 W FARRAGUT 3
CHICAGO,IL60625 		UNREALATED 501(C)3 GENERAL SUPPORT 2,000

HILLEL

THE FOUNDATION FOR JEWISH CAMPUS
LIFE PO BOX 92994
WASHINGTON DC,DC200013724 		UNREALATED 501(C)3 GENERAL SUPPORT 9,000

HUMANITY & INCLUSION

8757 GEORGIA AVE SUITE 420
SILVER SPRING,MD20910 		UNREALATED 501(C)3 GENERAL SUPPORT 3,000

ILLINOIS HOLOCAUST MUSEUM

9603 W WOODS DRIVE
SKOKIE,IL60077 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

IRONDOG K9 INTERNATIONAL

ATTN CHARLIE NASH K9 SUPPORT CENTER
PO BOX 1983
MERRIFIELD,VA221161983 		UNREALATED 501(C)3 GENERAL SUPPORT 2,000

ISRAEL CANCER RESEARCH FUND INC

PO BOX 36
HARTSDALE,NY10530 		UNREALATED 501(C)3 GENERAL SUPPORT 7,000

ISRAEL CHILDREN'S CANCER FOUNDATION

141 WASHINGTON AVE SUITE 205
LAWRENCE,NY115591669 		UNREALATED 501(C)3 GENERAL SUPPORT 20,000

ISRAEL DISABLED VETERANS

1133 BROADWAY STE 318
NEW YORK,NY100108192 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

ISRAEL EMERGENCY ALLIANCE

ISRAEL EMERGENCY ALLIANCE PO BOX
341069
LOS ANGLES,CA900349069 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

ISRAEL PARASPORT CENTER

ONE NORTHFIELD PLAZA SUITE 300
NORTHFIELD,IL60093 		UNREALATED 501(C)3 GENERAL SUPPORT 30,000

ISRAEL SPECIAL KIDS FUND

1290 HASTINGS STREET
TEANECK,NJ07666 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

JBI INTERENATIONAL

110 EAST 30TH STREET
NEW YORK,NY101572750 		UNREALATED 501(C)3 GENERAL SUPPORT 8,000

JERUSALEM OPEN HOUSE

3016 AVENUE L
BROOKLYN,NY11210 		UNREALATED 501(C)3 GENERAL SUPPORT 3,000

JEWISH CHILDRENS MUSEUM

792 EASTERN PKWY
BROOKLYN,NY112133502 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

JEWISH PRISONERS ASSISTANCE FOUNDATION

9401 W MARGAIL
DES PLAINES,IL60016 		UNREALATED 501(C)3 GENERAL SUPPORT 20,000

JEWISH SACRED SOCIETY

PO BOX 597585
CHICAGO,IL60659 		UNREALATED 501(C)3 GENERAL SUPPORT 2,000

JEWISH UNITED FUND METROPOLITAN CHICAGO

BEN GURION WAY 30 SOUTH WELLS
STREET SUITE 3111
CHICAGO,IL60606 		UNREALATED 501(C)3 GENERAL SUPPORT 333,000

JEWISH WAR VETERANS OF THE USA

PO BOX 1575
MERRIFIELD,VA221169944 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

KEHILAT CHANECHAI YASHIVOT-ASKENAZ BEITA

KEHILAT CHANECHAI YASHIVOT-ASKENAZ
BEITA ILLIT
BEITA ILLIT    
IS 		UNREALATED   GENERAL SUPPORT 10,000

KEHILAT TELZ-STONE

C/O DANIEL YOSEF HELLER 15/2 HAGRA
STREET
KIRYAT YEARIM   9083800
IS 		UNREALATED   GENERAL SUPPORT 5,000

KITCHEN POSSIBLE

2804 N LAKEWOOD AVE UNIT 202
CHICAGO,IL60656 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

LA CASA NORTE

3533 W NORTH AVENUE
CHICAGO,IL60647 		UNREALATED 501(C)3 GENERAL SUPPORT 20,000

LEGAL AID CHICAGO

120 S LA SALLE ST STE 900
CHICAGO,IL606033425 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

LEKET ISRAEL

LEKET ISRAEL PO BOX 2090
TEANECK NJ,NJ076661490 		UNREALATED 501(C)3 GENERAL SUPPORT 20,000

LES TURNER AMYOTROPHIC LATERAL SCLEROSIS

5550 TOUHY AVE STE 302
SKOKIE,IL600773254 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

LEUKEMIA & LYMPHOMA SOCIETY

ILLINOIS CHAPTER PO BOX 98011
WASHINGTON DC,DC200908011 		UNREALATED 501(C)3 GENERAL SUPPORT 7,000

LIGHTHOUSE INTERNATIONAL

250 W 64TH ST
NEW YORK,NY100236402 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

LITTLE BROTHERS-FRIENDS OF THE ELDERLY

355 N ASHLAND AVE
CHICAGO,IL606071016 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

LUBAVITCH CHABAD OF GLENVIEW INC

701 HARLEM AVE
GLENVEIW,IL60025 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

LUPUS FOUNDATION OF AMERICA INC

PO BOX 96864
WASHINGTON DC,DC200906864 		UNREALATED 501(C)3 GENERAL SUPPORT 3,500

MACULAR DEGENERATION ASSOCIATION

PO BOX 96162
WASHINGTON DC,DC200906162 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

MAGEN DAVID ADOM

20 W 36TH STREET SUITE 1100
NEW YORK,NY10018 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

MAKE-A-WISH FOUNDATION

PO BOX 97104
WASHINGTON DC,DC200907104 		UNREALATED 501(C)3 GENERAL SUPPORT 8,000

MARINE TOYS FOR TOTS FOUNDATION

PO BOX 4002036
DES MOINES,IA503402036 		UNREALATED 501(C)3 GENERAL SUPPORT 4,000

MEIR PANIM

5316 NEW UTRECHT AVE
BROOKLYN,NY112194139 		UNREALATED 501(C)3 GENERAL SUPPORT 12,000

MENACHEM EDUCATION FOUNDATION INC

411 KINGSTON AVENUE 3300
BROOKLYN,NY112254472 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

MERCY HOME FOR BOYS & GIRLS

1140 W JACKSON BLVD
CHICAGO,IL606072906 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

MESAMCHE LEV

1364 53RD STREET
BROOKLYN,NY11219 		UNREALATED 501(C)3 GENERAL SUPPORT 2,000

MESHI

7711 SAN MATEO DR
E BOCA RATON,FL334334134 		UNREALATED 501(C)3 GENERAL SUPPORT 6,000

MESIVTA OF LONG BEACH

205 WEST BEECH STREET PO BOX 630
LONG BEACH,NY115619811 		UNREALATED 501(C)3 GENERAL SUPPORT 4,000

MET COUNCIL

PO BOX 5036
NEW BRITAIN,CT060505036 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

MIRRER YESHIVA CENTRAL INSTITUTE

1791 OCEAN PARKWAY
BROOKLYN,NY112239915 		UNREALATED 501(C)3 GENERAL SUPPORT 4,000

MOTHERS AGAINST DRUNK DRIVING

PO BBOX 37799
BOONE,IA500370799 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

MOVE WITH GR

ATTN KELLY CLIMIE 665 CAPITAL AVE
NE BATTLE CREEK,MI49017 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

MULTIPLE SCLEROSIS ASSOCIATION OF AMERIDA

375 KINGS HWY
N CHERRY HILL,NJ080341013 		UNREALATED 501(C)3 GENERAL SUPPORT 2,000

MUSCULAR DYSTROPHY ASSOCIATION

PO BOX 97075
WASHINGTON DC,DC200907075 		UNREALATED 501(C)3 GENERAL SUPPORT 9,500

NAMI CHICAGO

1801 W WARNER AVE SUITE 202
CHICAGO,IL60613 		UNREALATED 501(C)3 GENERAL SUPPORT 20,000

NATIONAL CHILDREN'S CANCER SOCIETY

2900 FRANK SCOTT PARKWAY WEST SUITE
928
BELLEVILLE,IL62223 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

NATIONAL FOUNDATION FOR CANCER RESEARCH

PO BOX 96024
WASHINGTON DC,DC200906024 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

NATIONAL JEWISH HEALTH

PO BOX 5898
DENVER,CO802179171 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

NATIONAL OSTEOPOROSIS FOUNDATION

PO BOX 96173
WASHINGTON DC,DC200777456 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

NATIONAL WILDLIFE FEDERATION

PO BOX 1637 MERRIFIELD
MERRIFIELD VA,VA221161637 		UNREALATED 501(C)3 GENERAL SUPPORT 1,000

NECHOMAS YISROEL

1338 41ST STREET
BROOKLYN,NY11218 		UNREALATED 501(C)3 GENERAL SUPPORT 2,000

NETZACH YESHIVA

C/O DR RONIT ZWEIG-WEISZ 3319 KINGS
HIGHWAY 3J
BROOKLYN,NY11234 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

NLEOMF

MEMORIAL FUND NLEOMF PO BOX 97072
WASHINGTON DC,DC200907072 		UNREALATED 501(C)3 GENERAL SUPPORT 500

NOAM SHABBOS

4 BRIARCLIFF DRIVE
MONSEY,NY109529933 		UNREALATED 501(C)3 GENERAL SUPPORT 3,000

NOTE KARACEL UGANDA

3338 ABERDEAN ST
CHICAGO,IL606086509 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

OMAHA HOME FOR BOYS

4343 NORTH 52ND STREET
OMAHA,NE681049989 		UNREALATED 501(C)3 GENERAL SUPPORT 4,000

ONE FAMILY FUND

PO BOX 822732
PHILADELPHIA,PA191822732 		UNREALATED 501(C)3 GENERAL SUPPORT 8,000

OPERATION SMILE

PO BOX 758588
TOPEKA,KS666759938 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

ORPHAN HOSPITAL WARD OF ISRAEL

PO BOX 190536
BROOKLYN,NY112199938 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

OXFAM AMERICA

PO BOX 97374
WASHINGTON DC,DC200907374 		UNREALATED 501(C)3 GENERAL SUPPORT 3,000

PARALYZED VETERANS OF AMERICA

PO BOX 75893
TOPEKA,KS666758593 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

PARKINSON FOUNDATION

PO BOX 6003
ALERBT LEA,MN560079902 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

PAWS CHICAGO

1997 N CLYBORN
CHICAGO,IL60614 		UNREALATED 501(C)3 GENERAL SUPPORT 15,000

PAWS FOR PURPLE HEARTS

PO BOX 9288
PUEBLO,CO810089288 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

PEARL BLAU LEARNING CENTER

A RESOURCE CENTER FOR SPECIAL
EDUCATION 233 CAREY STREET PO BOX 4
LAKEWOOD,NJ087019973 		UNREALATED 501(C)3 GENERAL SUPPORT 2,000

PEOPLE FOR THE ETHICAL TREATMENT OF ANIMA

PO BOX 96684
WASHINGTON DC,DC200906684 		UNREALATED 501(C)3 GENERAL SUPPORT 3,000

PERKINS SCHOOL FOR THE BLIND

175 NORTH BEACON ST
WATERTOWN,MA024722751 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

PROJECT HOPE

255 CARTER HALL LN PO BOX 250
MILLWOOD,VA22646 		UNREALATED 501(C)3 GENERAL SUPPORT 7,000

ROLE MODEL MOVEMENT INC NFP

8035 S WABASH AVE
CHICAGO,IL60619 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

RUSH UNIVERSITY MEDICAL CENTER

LIVEACTIVE FUND C/O VALERIE GAMEZ
1611 HARRISON SUITE 300
CHICAGO,IL60612 		UNREALATED 501(C)3 GENERAL SUPPORT 22,000

SCHI DISABILITY SERVICES INC

345 OAK ST
LAKEWOOD,NJ087015347 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

SHALVA

PO BOX 46375
CHICAGO,IL606460375 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

SHUVU RETURN INC

5218 16TH AVENUE
BROOKLYN,NY11204 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

SIMON WIESENTHAL CENTER

1399 S ROXBURY DRIVE
LOS ANGELES,CA900359003 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

SMILE TRAIN

PO BOX 96208
WASHINGTON DC,WA200906208 		UNREALATED 501(C)3 GENERAL SUPPORT 7,000

SOARING EAGLE

PO BOX 879
BILLINGS,MT591030879 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

SOUTHEASTERN GUIDE DOGS INC

4210 77TH ST
E PALMETTO,FL342219270 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

SPECIAL OLYMPICS

PO BOX 699
NORMAL,IL617610699 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

ST JOSEPH'S INDIAN SCHOOL

PO BOX 326
CHAMBERLIAN,SD57326 		UNREALATED 501(C)3 GENERAL SUPPORT 6,000

ST JUDE CHILDRENS RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		UNREALATED 501(C)3 GENERAL SUPPORT 20,000

TEENS INC

PO BOX 1070
NEDERLAND,CO804661070 		UNREALATED 501(C)3 GENERAL SUPPORT 20,000

TELSHE YESHIVA

28400 EUCLID AVE
WICKLFFE,OH440929909 		UNREALATED 501(C)3 GENERAL SUPPORT 3,000

TZIVOS HASHEM

792 EASTERN PKWY
BROOKLYN,NY112139801 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

UNICEF

500 NORTH MICHIGAN AVENUE SUITE
1000
CHICAGO,IL60611 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

UNITED CHARITY INSTITUTIONS OF JERUSALEM

1782 45TH ST
BROOKLYN,NY112041209 		UNREALATED 501(C)3 GENERAL SUPPORT 3,000

UNITED SOUP KITCHENS

700 BROADWAY
NEW YORK,NY102112203 		UNREALATED 501(C)3 GENERAL SUPPORT 2,000

UNITED STATES HOLOCAUST MEMORIAL MUSEUM

PO BOX 90988
WASHINGTON DC,DC200900988 		UNREALATED 501(C)3 GENERAL SUPPORT 50,000

USC SHOAH FOUNDATION INSTITUTE

1150 S OLIVE STREET 24TH FLOOR
LOS ANGELES,CA90015 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

USO WORLD HEADQUARTERS

PO BOX 96860
WASHINGTON DC,DC200777677 		UNREALATED 501(C)3 GENERAL SUPPORT 5,000

WESTERN GALILEE HOSPITAL - NAHARIYA

WESTERN GALILEE MEDICAL CENTER 159
2ND STREET 601
JERSEY CITY,NJ07302 		UNREALATED 501(C)3 GENERAL SUPPORT 45,000

WORK PLAY LOVE INC

KIM MERLIA PO BOX 2144
VERO BEACH,FL32961 		UNREALATED 501(C)3 GENERAL SUPPORT 28,000

WORLD EMERGENCY RELIEF

PO BOX 97210
WASHINGTON DC,DC200907210 		UNREALATED 501(C)3 GENERAL SUPPORT 3,500

WORLD JEWISH CONGRESS

PO BOX 11032
LEWISTON,ME042439400 		UNREALATED 501(C)3 GENERAL SUPPORT 10,000

WORLD WILDLIFE FUND

PO BOX 96555
WASHINGTON DC,DC200777760 		UNREALATED 501(C)3 GENERAL SUPPORT 1,000

WTTW11

5400 N ST LOUIS AVE
CHICAGO,IL606254623 		UNREALATED 501(C)3 GENERAL SUPPORT 2,000

YAD SARAH INC

445 PARK AVENUE STE 1702
NEW YORK,NY10022 		UNREALATED 501(C)3 GENERAL SUPPORT 7,000

YAD VASHEM

500 FIFTH AVENUE 42ND FLOOR
NEW YORK,NY101104299 		UNREALATED 501(C)3 GENERAL SUPPORT 20,000

YESHIVA DERECH CHAIM

PO BOX 180250 1573 39TH STREET
BROOKLYN,NY112189828 		UNREALATED 501(C)3 GENERAL SUPPORT 2,000

YESHIVATH BETH MOSHE

930 HICKORY STREET PO BOX 1141
SERANTON,PA155052196 		UNREALATED 501(C)3 GENERAL SUPPORT 3,000

ZION ORPHAN HOME

PO BOX 190430
BROOKLYN,NY112190430 		UNREALATED 501(C)3 GENERAL SUPPORT 3,000

ST LABRE INDIAN SCHOOL

PO BOX 216
ASHLAND,MT590039989 		UNREALATED 501(C)3 GENERAL SUPPORT 6,000
Total .................................right arrow 3a 1,759,500
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		    25 1,270  
4 Dividends and interest from securities ....     25 1,126,636  
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 ............ 		    25 -13 386,773
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aENERGY TRANSFER PARTNERS 		    25 -4,620  
bENTERPRISE PRODUCTS     25 -3,414  
cCEDAR FAIR     25 -1,811  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,118,048 386,773
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,504,821
(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.)
4 CHARITABLE PURPOSE
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 InvestmentsCorpStockSchedule
Name:
PAUL AND PEARL CASLOW FOUNDATION
EIN:
36-6065830
Name of Stock End of Year Book Value End of Year Fair Market Value
ABM INDS INC 51,180 51,180
ADIENT PLC 1,637 1,637
ALCOA CORP 8,387 8,387
ALLEGION PUB LTD CO 43,386 43,386
ALLSTATE CORP 192,790 192,790
ALTRIA GROUP INC 104,580 104,580
AMERICA MOVIL S A B DE F 130,793 130,793
AMERICAN ELEC PWR CO INC 276,690 276,690
AMWERICAN EXPRESS CO 2,129,765 2,129,765
AMERIPRISE FINL INC 1,296,467 1,296,467
ANHEUSER BUSCH INBEV S F 30,042 30,042
APPLIED MATLS INC 325,260 325,260
ARCHER-DANIELS MIDLAND C 50,520 50,520
ARES CAP CORP 13,462 13,462
AT & T 346,673 346,673
ATMOS ENERGY CORP 69,635 69,635
AVISTA CORP 36,630 36,630
BANK OF AMERICA CORP 298,333 298,333
BAXTER INTL INC 84,564 84,564
BCE INC 21,210 21,210
BECTON DICKINSON & CO 7,940 7,940
BLACKSTONE INC 258,630 258,630
BNY MELLON STRATEGIC MUN 5,839 5,839
BROSTOL MYERS SQUIBB CO 226,240 226,240
BROWN FORMAN CORP 455,760 455,760
CANADIAN IMPERIAL BK CF 63,230 63,230
CANADIAN PACIFIC KANSA F 144,740 144,740
CANAL+ SA ORDF 1,049 1,049
CARDINAL HEALTH INC 162,385 162,385
CENOVUS ENERGY INC 50,813 50,813
CHARTER COMMUNICATIONS 41,818 41,818
CHEMOURS CO 1,014 1,014
CHEVRON CORP NEW 258,684 258,684
CISCO SYS INC 59,200 59,200
CITIGROUP INC 35,195 35,195
CLOROX CO 97,446 97,446
CMS ENERGY CORP 66,650 66,650
COMCASTCORP NEW 200,560 200,560
COMPANHIA PARANAENSE 11,860 11,860
COMPANHIA PARANAENSE 2,607 2,607
CONAGRA BRANDS INC 111,000 111,000
CONOCOPHILLIPS 264,090 264,090
CONSOLIDATED EDISON INC 17,846 17,846
CONSTELLATION ENERGY COR 442,946 442,946
CORNING INC 95,040 95,040
CORTEVA INC 102,186 102,186
CVS HEALTH CORP 44,890 44,890
DEUTSCHE TELEKOM AG 14,925 14,925
DIAMONDBACK ENERGY INC 253,281 253,281
DISCOVER FINL SVCS 54,048 54,048
DISNEY WALT CO 222,700 222,700
DOW INC 71,993 71,993
DT MIDSTREAM INC 59,658 59,658
DTE ENERGY CO 229,425 229,425
DUKE ENERGY CORP NEW 84,684 84,684
DUPONT DE NEMOURS INC 136,793 136,793
DWS MUNICIPAL INCOME CF 9,497 9,497
DXC TECHNOLOGY CO 540 540
ELI LILLY AND CO 2,316,000 2,316,000
ENBRIDGE INC 49,261 49,261
ENTERGY CORP NEW 166,804 166,804
EVERSOURCE ENERGY 229,720 229,720
EXELON CORP 223,657 223,657
EXXON MOBIL CORP 56,689 56,689
FIRST BANKERS TRUSTSHARE 57,672 57,672
FIRSTENERGY CORP 39,780 39,780
FLAHERTY & CRMRN PRF AND 130,407 130,407
FORD MTR CO DEL 34,650 34,650
FORTUNE BRANDS INNOVATIO 136,660 136,660
FREEPORT-MCMORAN INC 114,240 114,240
GE AREOSPACE 104,244 104,244
GE HEALTHCARE TECHNOLOGI 16,261 16,261
GENERAL MTRS CO 21,787 21,787
GSK PLC ADR 27,056 27,056
HALEON PLC 9,540 9,540
HALLIBURTON CO 38,066 38,066
HANESBRANDS INC 25,625 25,625
HEWLETT PACKARD ENTERPRI 6,747 6,747
HOME DEPOT INC 388,990 388,990
HOST HOTELS & RESORTS IN 8,935 8,935
HOWMET AEROSPACE INC 72,840 72,840
HP INC 10,311 10,311
IBERDROLA S A 26,467 26,467
IBM CORP 87,932 87,932
ILLINOIS TOOL WKS INC 273,845 273,845
INGERSOLL RAND INC 79,786 79,786
INTEL CORP 50,125 50,125
ITT INC 128,592 128,592
JEFFERIES FINL GROUP INC 78,400 78,400
JOHN HANCOCK PREFERRED I 117,234 117,234
JOHNSON & JOHNSON 289,240 289,240
JOHNSON CONTROLS INTER F 75,378 75,378
JP MORGAN CHASE & CO 429,560 429,560
KINDER MORGAN INC DEL 27,400 27,400
KRAFT HEINZ CO 30,710 30,710
LAMB WESTON HLDGS INC 89,018 89,018
LEGGETT & PLATT INC 19,200 19,200
LOBLAW COS LTD 20,399 20,399
LOEWS CORP 127,035 127,035
LOUIS HACHETTE GRO ORDF 646 646
LUMEN TECHNOLOGIES INC 10,620 10,620
L3HARRIS TECHNOLOGIES IN 45,210 45,210
MACYS INC 16,930 16,930
MANULIFE FINL CORP 36,361 36,361
MARATHON PETE CORP 362,700 362,700
MASTERBRAND INC 29,220 29,220
MEDTRONIC PLC 76,365 76,365
MERCK & CO INC 198,960 198,960
METLIFE INC 81,880 81,880
MICRON TECHNOLOGY INC 100,992 100,992
MICROSOFT CORP 1,095,900 1,095,900
MONDELEZ INTL INC 119,460 119,460
MORGAN STANLEY 78,449 78,449
MOTOROLA SOLUTIONS INC 39,290 39,290
NEWELL BRANDS INC 40,597 40,597
NEXTERA ENERGY INC 172,056 172,056
NISOURCE INC 73,520 73,520
NOKIA CORP 2,437 2,437
NORTHROP GRUMMAN CORP 234,645 234,645
NORTHWEST NAT HLDG CO 85,212 85,212
NTNL FUEL GAS CO 60,680 60,680
NTNL GRID PLC ORDF 43,371 43,371
NUVEEN AMT FREE MNCPL CR 35,628 35,628
NUVEEN AMT FREE QUALITY 12,261 12,261
NVENT ELEC PLC 16,290 16,290
O-I GLASS INC 5,420 5,420
OCCIDENTAL PETE CORP 335,988 335,988
OGE ENERGY CORP 73,920 73,920
ONE GAS INC 34,625 34,625
ONEOK INC NEW 200,800 200,800
ORACLE CORP 999,840 999,840
ORGANON & CO 2,984 2,984
OVINTIV INC 22,032 22,032
PARSMOUNT GLOBAL 20,868 20,868
PCCW LTD 1,524 1,524
PENTAIR PLC 24,053 24,053
PEPSICO INC 152,060 152,060
PFIZER INC 238,770 238,770
PG & E CORP 62,336 62,336
PHILIP MORRIS INTL INC 60,175 60,175
PHILLIPS 66 113,930 113,930
PINNACLE WEST CAP CORP 110,201 110,201
PIPER SANDLER COMPANIES 813,164 813,164
PLDT INC 33,004 33,004
PNC FINL SERVICES 55,927 55,927
PPL CORP 74,658 74,658
PUTNAM MANAGED MUNICIPAL 11,940 11,940
ROCHE HLDG LTD 139,520 139,520
ROYAL BANK OF CANADA 482,040 482,040
RTX CORP 135,045 135,045
SABA CAPITAL INCOME OPPO 3,399 3,399
SEMPRA 298,248 298,248
SIX FLAGS ENTMT CORP 48,190 48,190
SPARK NEW ZEALAND LTD 4,313 4,313
TAKEDA PHARMACEUTICAL 28,585 28,585
TE CONNECTIVITY PLC 142,970 142,970
TECK RES LIMITED 60,795 60,795
TEXAS INSTRS INC 750,040 750,040
THE CAMPBELL'S CO 46,068 46,068
THE COCA-COLA CO 112,068 112,068
TOYOTA MTR CORP 103,727 103,727
TRANE TECHNOLOGIES PLC 369,350 369,350
TRAVEL + LEISURE CO 10,090 10,090
TRAVELERS COS INC 120,445 120,445
TRUSTCO BK CORP N Y 12,591 12,591
UNITED PARCEL SVC INC 126,100 126,100
UNITED STS STL CORP NEW 6,798 6,798
UNIVERSAL MUSIC GR ORDF 10,571 10,571
US BANCORP DEL 10,112,027 10,112,027
VALERO ENERGY CORP NEW 245,180 245,180
VAREX IMAGING CORP 9,338 9,338
VEOLIA ENVIRONNEMENT 28,100 28,100
VERIZON COMMUNICATIONS 217,226 217,226
VIATRIS INC 13,894 13,894
VIRTUS TOTAL RETURN FD 7,325 7,325
VITESSE ENERGY INC 2,925 2,925
VIVENDI ORDF 1,100 1,100
VODAFONE GROUP PLC NEW 16,895 16,895
WABTEC 4,929 4,929
WALGREENS BOOTS ALLIANCE 37,320 37,320
WARNER BROS DISCOVERY IN 38,929 38,929
WEC ENERGY GROUP INC 1,729,678 1,729,678
WELLS FARGO & CO 16,085 16,085
WESTERN DIGITAL CORP 29,815 29,815
WYNDHAM HOTELS & RESORTS 20,158 20,158
XYLEM INC 104,418 104,418
ZIMMER BIOMET HLDGS INC 8,450 8,450
ZIMVIE INC 112 112

TY 2024 InvestmentsOtherSchedule2
Name:
PAUL AND PEARL CASLOW FOUNDATION
EIN:
36-6065830
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ANNALY CAPITAL MGMT INC FMV 9,150 9,150
ENERGY TRANSFER LP FMV 37,613 37,613
ENTERPRISE PRODS PART LP FMV 37,632 37,632
MFA FINL INC FMV 2,547 2,547
OCCIDENTAL PETE C27 WTS FMV 23,418 23,418
OUTFRONT MEDIA INC FMV 3,903 3,903
AB INCOME ADVISOR FMV 6,320 6,320
ALLSPRING MUNICPAL BOND FMV 49,072 49,072
DWS HIGH INCOME A FMV 185,205 185,205
DWS MANAGED MUNICIPAL BO FMV 77,019 77,019
FRANKLIN HIGH INCOME FMV 23,459 23,459
FRANKLIN HIGH YIELD TAX FMV 206,393 206,393
INVESCO MUNICIPAL INCOME FMV 2,482 2,482
UBS MULTI INCOME INCOME BOND P FMV 25,559 25,559

TY 2024 OtherAssetsSchedule
Name:
PAUL AND PEARL CASLOW FOUNDATION
EIN:
36-6065830
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INVEST IN CEDAR FAIR 6,850 0 0
INVEST IN ENERGY TRANSFER PARTNERS -296 -4,696 -4,696
INVEST IN ENTERPRISE PRODUCTS PARTNERS 11,314 7,901 7,901
INVEST IN SIX FLAGS 0 5,051 5,051
PREPAID FEDERAL EXCISE TAX 14,700 0 0
SECURITY DEPOSIT 375 375 375


TY 2024 OtherExpensesSchedule
Name:
PAUL AND PEARL CASLOW FOUNDATION
EIN:
36-6065830
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 221 0 0 221
OFFICE EXPENSES 288 0 0 288
PENALTIES 313 0 0 313
TELEPHONE 968 0 0 968
INSURANCE 1,556 0 0 1,556
INVESTMENT 954 954 0 0


TY 2024 OtherIncomeSchedule2
Name:
PAUL AND PEARL CASLOW FOUNDATION
EIN:
36-6065830
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ENERGY TRANSFER PARTNERS -4,620 -4,620 0
ENTERPRISE PRODUCTS -3,414 -3,414 0
CEDAR FAIR -1,811 -1,811 0


TY 2024 OtherIncreasesSchedule
Name:
PAUL AND PEARL CASLOW FOUNDATION
EIN:
36-6065830
Description Amount
UNREALIZED GAINS 4,220,239


TY 2024 OtherLiabilitiesSchedule
Name:
PAUL AND PEARL CASLOW FOUNDATION
EIN:
36-6065830
Description Beginning of Year - Book Value End of Year - Book Value
PAYROLL TAXES 2,970 24,668
FEDERAL EXCISE TAX LIABILITY 0 984


TY 2024 TaxesSchedule
Name:
PAUL AND PEARL CASLOW FOUNDATION
EIN:
36-6065830
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 15,371 15,371 0 0
PROPERTY 21 0 0 21