Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
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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 Eleanor Kagi Foundation A Lynn M
Legacy
Number and street (or P.O. box number if mail is not delivered to street address)7500 E Boulders Parkway Unit 69
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Scottsdale, AZ85266
A Employer identification number

94-3189650
B Telephone number (see instructions)

(702) 523-3084
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$13,215,845J 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 23,039 23,039 23,039
4 Dividends and interest from securities... 251,723 251,723 251,723
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 294,497
b Gross sales price for all assets on line 6a 1,676,976
7 Capital gain net income (from Part IV, line 2)... 294,497
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
14,817    
12 Total. Add lines 1 through 11........ 584,076 569,259 274,762
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 104,781     94,303
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
8,800      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
-4,746 -4,746    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
107,299 107,299    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 216,134 102,553   94,303
25 Contributions, gifts, grants paid....... 584,756 584,756
26 Total expenses and disbursements. Add lines 24 and 25 800,890 102,553   679,059
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -216,814
b Net investment income (if negative, enter -0-) 466,706
c Adjusted net income (if negative, enter -0-)... 274,762
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 455,271 241,288 241,288
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) 218,454 218,454 207,592
b Investments—corporate stock (attach schedule)....... 5,375,151 5,437,646 9,125,021
c Investments—corporate bonds (attach schedule)....... 1,185,270 1,185,270 1,015,988
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).......... 1,691,859 1,626,534 2,625,956
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1 		   
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,926,006 8,709,192 13,215,845
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 8,926,006 8,709,192
29 Total net assets or fund balances (see instructions)..... 8,926,006 8,709,192
30 Total liabilities and net assets/fund balances (see instructions). 8,926,006 8,709,192
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
8,926,006
2
Enter amount from Part I, line 27a .....................
2
-216,814
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
8,709,192
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,709,192
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 53 ADR LASERTEC CORP ADR P 2024-01-26 2024-01-26
b 36 ADR LASERTEC CORP ADR P 2023-05-19 2024-02-07
c 52 ADR TOTAL SA P 2024-02-07 2024-02-07
d 36 ADR TOTAL SA P 2023-08-02 2023-08-02
e 153 #REORG/CATALENT MERGER 12-18-2024 P 2024-02-08 2024-02-08
536 PAYPAL HLDGS INC COM P 2024-03-13 2024-03-13
41 GDR TELEPERFORMANCE SA ADR P 2024-03-14 2024-03-14
99 ADR EBARA CORP ADR P 2024-03-21 2024-03-21
134 ADR KDDI CORP ADR P 2023-06-01 2024-04-26
84 ADR LASERTEC CORP ADR P 2023-05-19 2024-04-26
423 ADR SHIN ETSU CHEM CO LTD ADR P 2024-04-26 2024-04-26
142 ADR NITTO DENKO CORP ADR P 2024-04-26 2024-04-26
24 GLOBANT SA USD1.20 P 2024-03-08 2024-05-10
208 ADR CAPGEMINI S E ADR P 2024-05-15 2024-05-15
4 ASM INTL NV P 2024-05-17 2024-05-17
144 ADR GLENCORE PLC P 2024-06-06 2024-06-06
176 NIKE INC CLASS B P 2024-02-21 2024-07-18
54 ADR HSBC HLDGS PLC SPONSORED ADR NEW P 2023-10-15 2024-07-11
61 ADR SMURFIT KAPPA GROUP PLC ADR P 2023-11-27 2024-07-26
9 TECHNIPFMC PLC COM USD1 P 2024-02-08 2024-07-31
1050 ADR MISUMI GROUP INC ADR P 2024-08-02 2024-08-02
182 TECHNIPFMC PLC COM USD1 P 2024-02-08 2024-08-06
39 LUMENTUM HLDGS INC COM P 2023-08-18 2024-08-09
60 BP AMOCO PLC SPONSORED ADR P 2024-08-22 2024-08-22
143 ADR GLENCORE PLC P 2024-08-22 2024-08-22
147 ADR HSBC HLDGS PLC SPONSORED ADR NEW P 2024-08-22 2024-08-22
19 NESTLE S A SPONSORED ADR REPSTG REG SH P 2023-10-10 2024-08-29
249 SGS SA P 2023-11-27 2024-08-27
100 DOLLAR GEN CORP NEW COM P 2023-10-26 2024-09-05
7 BP AMOCO PLC SPONSORED ADR P 2024-02-20 2024-04-11
189 ADR DSM-FIRMENICH AG SPONSORED ADR P 2024-05-10 2024-10-10
56 FREEPORT MCMORAN C & G CL B COM STK P 2024-08-22 2024-10-10
46 SMURFIT WESTROCK LTD P 2024-02-21 2024-10-10
81 NIKE INC CLASS B P 2024-10-10 2024-10-10
56 ADR LASERTEC CORP ADR P 2024-10-15 2024-10-15
18 ADR DSV A/S ADR UNSP EACH REPR 0.5 ORD P 2024-10-28 2024-10-28
112 SMURFIT WESTROCK LTD P 2024-08-02 2024-10-30
297 ADR NEXON CO LTD ADR P 2024-03-06 2024-11-21
322 ADR ACCOR SA SPONSORED ADR NEW P 2024-09-30 2024-11-26
167 ADR ADYEN N V ADR P 2024-08-05 2024-11-26
142 ADR ARCELORMITTAL N Y REGISTRY SHS NEW 2017 P 2024-11-26 2024-11-26
46 BP AMOCO PLC SPONSORED ADR P 2024-11-26 2024-11-26
279 BARCLAYS PLC ADR P 2024-11-26 2024-11-26
178 BRIDGESTONE CORP ADR-EACH CNV INTO 10 ORD Y50 P 2024-05-01 2024-11-26
58 BUREAU VERITAS SA ADR P 2024-08-26 2024-11-26
24 COCA-COLA FEMSA S A DE C V P 2024-07-30 2024-11-26
226 ADR CONVATEC GROUP PLC ADR P 2024-06-13 2024-11-26
214 ADR DSM-FIRMENICH AG SPONSORED ADR P 2024-05-10 2024-11-26
259 ADR DAIFUKU CO LTD ADR P 2024-08-06 2024-11-26
331 ADR DAVIDE CAMPARI-MILANO NV ADR P 2024-08-29 2024-11-26
38 ADR DSV A/S ADR UNSP EACH REPR 0.5 ORD P 2024-11-26 2024-11-26
66 ADR EMBRAER SA SPONSORED ADR REPSTG 4 COM SHS P 2024-11-26 2024-11-26
214 ADR EPIROC AB UNSPON ADS EACH REP 1 ORD SHS P 2024-07-30 2024-11-26
34 FREEPORT MCMORAN C & G CL B COM STK P 2024-08-22 2024-11-26
386 HALEON PLC ADR P 2024-02-29 2024-11-26
27 ADR LVMH MOET HENNESSY LOUIS VUITTON ADR P 2024-10-28 2024-11-26
65 ADR LASERTEC CORP ADR P 2024-08-02 2024-11-26
231 ADR LEONARDO SPA ADR P 2024-11-26 2024-11-26
534 ADR MITSUBISHI UFJ FINL GROUP INC SPONSORED ADR P 2024-11-26 2024-11-26
384 NATWEST GROUP PLC SPON ADS EACH REPR 2 ORD SHS WI P 2024-09-30 2024-11-26
59 NOVO NORDISK A S ADR P 2024-11-26 2024-11-26
18 RENTOKIL INITIAL PLC SPONSORED ADR P 2023-11-27 2024-11-26
71 ADR SAFRAN ADR P 2024-05-13 2024-11-26
27 SANDOZ GROUP AG SPONSORED AD P 2024-07-05 2024-11-26
42 SCHLUMBERGER LTD ISIN P 2024-01-12 2024-11-26
42 SIEMENS AG SPONSORED ADR P 2024-11-26 2024-11-26
1 ADR SONOVA HLDG AG UNSP ADR P 2024-05-28 2024-11-26
171 ADR TENCENT MUSIC ENTMT GROUP ADS P 2024-10-15 2024-11-26
31 ADR TOKYO ELECTRON LTD ADR P 2024-11-26 2024-11-26
15 TOYOTA MTR CORP ADR REP 2 COM P 2024-10-22 2024-11-26
202 ADR UNICREDIT SPA ADR NEW 2 0 17 P 2024-04-23 2024-11-26
292 ADR UNIVERSAL MUSIC GROUP NV ADS P 2024-11-26 2024-11-26
44 ALCON AG COM USD0. 04 W P 2024-11-26 2024-11-26
122 ADRWISEPLC ADR P 2024-11-26 2024-11-29
25 SCHLUMBERGER LTD ISIN #AN8068571 086 P 2024-01-12 2024-11-26
16 ADR SONOVA HLDG AG UNSP ADR P 2024-05-28 2024-12-12
16 ADR ADIDAS AG SPON SORED ADR P   2024-01-04
6 ICON PLC COM P 2022-09-07 2024-01-12
110 ADR KERI NG SA ADR P   2024-01-12
27 ADR TOT9AL SA P 2022-09-30 2024-01-12
133 ADR JULIUS BAER GROUP LTD UN ADR P 2022-04-12 2024-01-19
25 NESTLE S A SPONSORED ADR REPSTG REG SH P 2022-08-31 2024-01-22
44 #RORG/QIAGEN P 2022-04-05 2024-01-22
79 ADR ROCHE HLDG LTD SPONSORED ADR P   2024-01-23
44 ADR RELX PLC SPONSORED ADR P 2011-11-11 2024-01-29
37 EXPERIAN PLC P 2022-06-13 2024-01-30
0.26 QIAGEN NV ORD EURO..0 P 2022-04-05 2024-01-30
63 FUJITSU LTD ADR OF JAPAN P 2022-03-23 2024-02-01
1 ADR ROCHE HLDG LTD SPONSORED ADR P 2022-07-08 2024-02-01
52 ADR ROCHE HLDG LTD SPONSORED ADR P 2008-11-24 2024-02-01
45 ADR BUNZL PLC SPONSORED ADR NEW P 2010-04-13 2024-02-01
188 ADRKOITO MFG COLTD AD P 2023-01-01 2024-02-06
157 #REORG/CATALENT MERGER 1 2 -18-2 024 P 2023-01-01 2024-02-06
21 SYNOPSYS INC P 2013-01-09 2024-02-08
64 ADOBE SYS INC P 2023-01-01 2024-02-14
77 TORONTO DOMINION BK ONT COM NEW P 2023-01-01 2024-02-22
19 WW GRAINGER INC P 2015-03-19 2024-02-23
136 ROSS STORES INC P 2023-01-01 2024-02-23
53 SERVICENOW INC COM US D0.001 P 2022-10-03 2024-02-28
189 ADR KDDI CORP ADR P 2023-01-20 2024-02-29
33 NESTLE S A SPONSORED ADR REPSTG REG SH P 2023-01-01 2024-02-29
470 PAYPAY HLDGS INC COM P 2023-01-01 2024-02-29
39 ADR SONY CORP ., AMERICAN DEPOSITORY RECEIPT FOR DOLLAR-VALIDATED COMMON P 2023-01-01 2024-02-29
1024 PERRIGO COMPANY LIMITED COM EURO.001 P 2023-01-01 2024-03-01
634 NORDEA BANK A BP SONS ADS EACH REP 1 SHS P 2021-03-09 2024-03-01
258 SPIRIT AEROSYSTEMS HLDGS INC CL A P 2023-01-01 2024-03-11
79 PRUDENTIAL PLC P 2023-01-01 2024-03-14
777 ADR TECHNOPRO HLDGS INC SPONSORED ADR P 2023-01-01 2024-03-14
65 GDR TELEPERFORMANCE SA ADR P 2023-01-01 2024-03-14
867 ADR TECHNOPRO HLDGS INC SPONSORED ADR P 2019-05-13 2024-03-21
161 ADR BUNZL PLC SPONSORED ADR NEW P 2023-01-01 2024-03-25
24 ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG ORD SH P 2023-01-20 2024-04-11
304 ADR KDDI CORP ADR P 2023-01-01 2024-04-26
231 PRUDENTIAL PLC P 2023-01-01 2024-04-26
268 ADR ROCHE HLDG LTD SPONSORED ADR P 2023-01-01 2024-04-26
4 ADR SCHNEIDER ELECTRIC SE P 2019-03-14 2024-04-26
122 ADR SCHNEIDER ELECTRIC SE P 2009-09-16 2024-04-26
78 NETFLIX INC COM STK P 2023-01-01 2024-05-14
816 CVS CORP P 2023-01-01 2024-05-20
243 ADR PERNOD RICARD S A SPONSORED ADR P 2023-01-01 2024-05-20
76 TECHNIPFMC PLC COM USD1 P 2023-04-24 2024-05-30
59 ALIGN TECHNOLOGY INC COM P 2017-04-03 2024-05-31
76 CRH ORD EUR 0.32 P 2023-01-01 2024-06-06
228 AUTODESK P 2020-03-16 2024-06-21
23 ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG ORD SH P 2023-01-20 2024-06-13
1327 CONAGRA INC P 2023-01-01 2024-06-21
185 SALESFORCE INC COM USD0.001 P 2023-01-01 2024-07-05
202 SMITH & NEPHEW PLC SPD ADR NEW P 2023-01-01 2024-07-05
153 QIAGEN NV ORD EURO..0 P 2023-01-01 2024-07-05
59 AMAZON COM INC P 2021-02-03 2024-07-05
279 NIKE INC CLASS B P 2023-01-01 2024-07-08
29 ALPHABET INC CAP STK USD0.001 CL C P 2017-04-03 2024-07-09
14 APPLIED MATERIALS P 2019-02-11 2024-07-18
13 GENERAL DYNAMICS CORP P 2021-02-24 2024-07-18
20 REPUBLIC SVCS INC P 2007-12-31 2024-07-18
362 SPIRIT AEROSYSTEMS HLDGS INC CL A P 2023-01-01 2024-07-18
6 SYNOPSYS INC P 2013-01-09 2024-07-18
171 ADR SMURFIT KAPPA GROUP PLC ADR P 2023-01-01 2024-07-18
40 NESTLE S A SPONSORED ADR REPSTG REG SH P 2023-01-01 2024-07-30
16 NESTLE S A SPONSORED ADR REPSTG REG SH P 2023-03-23 2024-07-30
47 COCA-COLA EUROPACIFIC PARTNERS P 2023-01-01 2024-07-31
73 TECHNIPFMC PLC COM USD1 P 2023-04-24 2024-07-31
50 ADR ASTRAZENECA PLC SPONSORED ADR UNITED KINGDOM P 2023-01-01 2024-08-02
36 COCA COLA CO P 2020-11-11 2024-08-02
127 COCA COLA CO P 2020-11-11 2024-08-02
55 ADR HITACHI LTD A.D.R. FOR 10 COM P 2022-12-12 2024-08-02
122 DEUTSCHE TELEKOM AG SPONSORED ADR P 2023-01-01 2024-08-06
84 ADR RELX PLC SPONSORED ADR P 2011-11-11 2024-08-06
20 ADR RELX PLC SPONSORED ADR P 2009-07-09 2024-08-06
91 LUMENTUM HLDGS INC COM P 2022-02-25 2024-08-07
72 STERICYCLE INC P 2023-01-01 2024-08-07
57 ADR LONDON STK EXCHANGE GROUP ADR P 2021-11-29 2024-08-08
102 LUMENTUM HLDGS INC COM P 2022-02-25 2024-08-08
33 ADR NOVARTIS AG SPONSORED ADR P 2023-01-01 2024-08-08
138 STERICYCLE INC P 2023-01-01 2024-08-08
166 SALESFORCE INC COM USD0.00 1 P 2023-01-01 2024-08-19
261 ADR AIA GROUP LTD SPONSORED ADR P 2023-01-01 2024-08-22
112 ADR DEUTSCHE BOERSE ADR P 2023-01-01 2024-08-22
260 ADR GLENCORE PLC P 2023-06-08 2024-08-22
52 NESTLE S A SPONSORED ADR REPSTG REG SH P 2023-01-01 2024-08-22
328 SGS SA P 2022-08-09 2024-08-26
152 SGS SA P 2023-01-01 2024-08-26
149 SGS SA P 2009-09-01 2024-08-27
189 ALPHABET INC CAP STK USD0.0 01 CL C P 2023-01-01 2024-09-05
369 DOLLAR GEN CORP NEW COM P 2023-01-01 2024-09-05
79 MICROSOFT CORP COM P 2023-01-01 2024-09-05
42 ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG ORD SH P 2023-01-01 2024-09-13
38 TJX COS INC NEW P 2007-12-31 2024-09-13
90 BP AMOCO P LC SPONSORED ADR P 2023-09-29 2024-09-30
75 ADR HITACHI LTD A.D.R . FOR 1 0 COM P 2023-01-01 2024-09-30
2930 LLOYDS TSB GROUP PLC SPONSORED ADR P 2023-01-01 2024-09-30
1 ABBOTT LABORATORIES P 2023-05-19 2024-10-01
18 AIRBNB INC CL A COM USD 0. 000 1 CL A P 2022-01-11 2024-10-01
6 MASTERCARD INC CL A P 2023-04-05 2024-10-01
5 SERVICENOW INC COM USD0.00 1 P 2023-04-05 2024-10-01
5 THERMO ELECTRON CORP P 2022-11-21 2024-10-01
4 UNITEDHEALTH GROUP INC P 2023-05-19 2024-10-01
10 VISA INC CLASS A SHARES P 2023-01-01 2024-10-01
14 ZOETIS INC COM USD 0.01 CL 'A' P 2023-01-01 2024-10-01
6 ACCENTURE PLC CLS A P 2023-01-01 2024-10-01
27 AMGEN INC P 2022-03-11 2024-10-07
122 COCA COLA CO P 2023-01-01 2024-10-07
38 WW GRAINGER INC P 2015-03-19 2024-10-07
48 LOWES COMPANIES INC P 2023-01-01 2024-10-07
230 STATE STREET CORP P 2023-01-01 2024-10-10
40 BAE SYS PLC SPONSORED ADR P 2023-01-01 2024-10-10
179 ADR ING GROEP NV SPONSORED ADR P 2023-04-18 2024-10-10
44 AMERISOURCE BERGEN CORP P 2015-08-21 2024-10-11
464 NIKE INC CLASS B P 2023-01-01 2024-10-11
122 NOMURA RESEARCH INSTITUTE UNSP ADR EACH REP 1 ORD SHS P 2023-01-01 2024-10-11
39 UNITEDHEAL TH GROUP INC P 2020-08-04 2024-10-24
61 ADR ADIDAS AG SPONSORED ADR P 2023-01-01 2024-10-28
6 AON PLC P 2022-10-18 2024-10-28
27 ADR HITACHI LTD A.D.R. FOR 10 COM P 2023-02-23 2024-11-08
6 ADR ASML HOLDING NV NY REG 2 012 (POST REV SPLIT) P 2023-01-01 2024-11-08
9 WW GRAINGER INC P 2015-03-19 2024-11-13
36 LOWES COMPANIES INC P 2023-01-01 2024-11-13
309 AMAZON COM INC P 2023-01-01 2024-11-18
25 SERVICENOW INC COM USD0.001 P 2023-01-01 2024-11-18
32 GARTNER GROUP INC NEW CL A P 2017-04-03 2024-11-21
13 ADR ASHTEAD GROUP PLC ADR P 2023-01-01 2024-11-26
79 ADR ASTRAZENECA PLC SPONSORED ADR UNITED KINGDOM P 2023-01-01 2024-11-26
32 AUTOLIV INC P 2023-01-01 2024-11-26
58 BAE SYS PLC SPONSORED ADR P 2023-01-01 2024-11-26
354 ADR BANK OF IRELAND GROUP PLC ADR P 2023-01-01 2024-11-26
115 ADR COMPASS GROUP PLC SPON ADR EACH REP 1 ORD SHS (POST SPL T) P 2021-12-31 2024-11-26
169 ADR DEUTSCHE BOERSE ADR P 2023-01-01 2024-11-26
130 DEUTSCHE TELEKOM AG SPONSORED ADR P 2023-01-01 2024-11-26
462 ADR EBARA CORP ADR P 2023-05-16 2024-11-26
139 EXPERIAN PLC P 2023-01-01 2024-11-26
266 FUJITSU LTD ADR OF JAPAN P 2023-01-01 2024-11-26
86 ADR HEINEKEN NV SPONSORED ADR LEVEL P 2023-01-01 2024-11-26
92 ADR HITACHI LTD A .D .R . FOR 10 COM P 2023-01-01 2024-11-26
53 ADR IMCD GROUP NV ADR P 2023-01-01 2024-11-26
164 ADR ING GROEP NV SPONSORED ADR P 2023-01-01 2024-11-26
248 ADR JULIUS BAER GROUP LTD-UN ADR P 2023-01-01 2024-11-26
89 ADR KBC GROUP NV P 2022-08-30 2024-11-26
45 ADR KERRY GROUP PLC SPONSORED ADR P 2023-01-01 2024-11-26
176 ADR LONDON STK EXCHANGE GROUP ADR P 2023-01-01 2024-11-26
62 ADR LONZA GROUP AG ADR P 2023-01-01 2024-11-26
111 ADR MERCK KGAA SPONSORED ADR DEPOSITARY RECEIPT P 2018-04-03 2024-11-26
20 ADR MTU AERO ENGINES HLDGS AG ADR P 2023-01-01 2024-11-26
77 NOMURA RESEARCH INSTITUTE UNSP ADR EACH REP 1 ORD SHS P 2023-01-01 2024-11-26
25 ADR NOVARTIS AG SPONSORED ADR P 2023-01-01 2024-11-26
91 ADR RELX PLC SPONSORED ADR P 2009-07-09 2024-11-26
429 ADR RENESAS ELECTRONICS CORP ADR REPSTG 1/2 COM SHS P 2023-01-01 2024-11-26
143 RENTOKIL INITIAL PLC SPONSORED ADR P 2023-01-01 2024-11-26
42 ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG ORD SH P 2023-01-01 2024-11-26
164 ADR SMC CORP JAPAN SPONSORED ADR P 2023-01-01 2024-11-26
29 SANDOZ GROUP AG SPONSORED ADS P 2023-01-01 2024-11-26
3 SANDOZ GROUP AG SPONSORED ADS P 2008-02-04 2024-11-26
21 SAP AKTIENGESELLSHAFT SPONSORED ADR P 2022-08-02 2024-11-26
7 SAP AKTIENGESELLSHAFT SPONSORED ADR P 2008-02-04 2024-11-26
59 SCHLUMBERGER LTD P 2022-08-10 2024-11-26
268 ADR SONY CORP ., AMERICAN DEPOSITORY RECEIPT FOR DOLLAR-VALIDATED COMMON P 2023-01-01 2024-11-26
55 ADR SONOVA HLDGS AG UNSP ADR P 2023-11-22 2024-11-26
185 ADR SYMRISE AG ADR P 2023-01-01 2024-11-26
204 ADR TERUMO CORP ADR P 2023-01-01 2024-11-26
59 ADR UNILEVER PLC SPONSORED ADR NEW P 2023-01-01 2024-11-26
32 ADR UNILEVER PLC SPONSORED ADR NEW P 2009-02-09 2024-11-26
12 AON PLC P 2022-08-10 2024-11-26
39 COCA-COLA EUROPACIFIC PARTNERS P 2023-01-01 2024-11-26
13 ICON PLC COM P 2023-01-01 2024-11-26
6 ASM !NTL NV P 2023-10-31 2024-11-26
8 ADR ASML HOLDING NV NY REG 2012 (POST REV SPLIT) P 2023-01-01 2024-11-26
5 ADR ASML HOLDING NV NY REG 2012 (POST REV SPLIT) P 2023-01-01 2024-12-02
33 DEUTSCHE TELEKOM AG SPONSORED ADR P 2023-01-24 2024-12-12
22 ADR NOVARTIS AG SPONSORED ADR P 2011-03-18 2024-12-12
15 ADR NOVARTIS AG SPONSORED ADR P 2008-02-04 2024-12-12
STATE STREET CORP P 2023-01-01 2024-12-18
65 ADR SONY CORP ., AMERICAN DEPOSITORY RECEIPT FOR DOLLAR-VALIDATED COMMON P 2023-01-01 2024-12-23
Capital Gain Distributions P 2023-01-01 2024-12-31
Rounding P 2024-01-01 2024-12-31
(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 2,857   1,600 1,257
b 1,945   1,082 863
c 3,265   2,986 279
d 2,268   2,106 162
e 8,667   9,459 -792
32,348   36,604 -4,256
1,915   4,461 -2,546
4,246   2,409 1,837
1,869   2,081 -212
3,666   2,524 1,142
7,926   6,755 1,171
5,663   5,505 158
4,174   5,079 -905
9,393   7,642 1,751
2,829   1,902 927
1,742   1,634 108
12,901   18,464 -5,563
2,343   2,149 194
2,806   2,107 699
264   173 91
8,481   8,713 -232
4,717   3,500 1,217
1,638   2,060 -422
2,011   2,402 -391
1,505   1,536 -31
6,322   5,710 612
1,914   2,172 -258
2,756   2,115 641
7,944   12,165 -4,221
221   274 -53
2,388   2,148 240
2,781   2,430 351
2,083   1,939 144
6,620   7,975 -1,355
1,793   2,224 -431
1,981   1,621 360
5,539   4,722 817
4,106   5,065 -959
2,886   2,850 36
2,387   1,883 504
3,428   3,612 -184
1,335   1,691 -356
3,694   3,170 524
3,122   3,904 -782
3,499   3,839 -340
1,904   2,141 -237
2,676   2,963 -287
2,355   2,432 -77
2,700   2,060 640
1,948   3,073 -1,125
3,971   3,243 728
2,639   2,004 635
3,793   4,383 -590
1,472   1,475 -3
3,678   3,309 369
3,393   3,716 -323
1,403   1,948 -545
3,015   2,689 326
6,189   5,600 589
3,801   3,580 221
6,274   7,812 -1,538
466   514 -48
4,056   4,025 31
1,223   1,012 211
1,826   2,088 -262
3,964   4,212 -248
68   63 5
1,896   2,071 -175
2,272   3,457 -1,185
2,598   2,649 -51
3,829   3,828 1
3,433   3,410 23
3,826   3,536 290
1,388   1,363 25
1,028   1,243 -215
1,052   1,014 38
1,516   2,635 -1,119
1,619   1,297 322
4,375   7,217 -2,842
1,787   1,268 519
1,407   1,475 -68
2,805   2,942 -137
1,977   2,213 -236
2,773   3,371 -598
1,821   385 1,436
1,553   1,076 477
11   13 -2
1,808   1,907 -99
34   41 -7
1,782   882 900
1,824   532 1,292
2,581   5,208 -2,627
8,894   15,892 -6,998
11,960   662 11,298
34,208   13,674 20,534
4,597   5,098 -501
18,159   4,506 13,653
20,166   13,407 6,759
40,180   20,571 19,609
2,848   2,951 -103
3,429   3,903 -474
28,365   44,616 -16,251
3,345   4,022 -677
29,626   44,460 -14,834
7,930   6,200 1,730
8,886   8,682 204
1,610   3,381 -1,771
3,036   2,919 117
3,036   7,450 -4,414
3,497   3,196 301
6,173   1,467 4,706
1,725   1,407 318
4,240   4,732 -492
4,225   8,416 -4,191
8,112   4,311 3,801
186   63 123
5,662   1,283 4,379
47,754   28,793 18,961
46,833   61,981 -15,148
7,384   6,188 1,196
1,981   1,041 940
14,987   6,849 8,138
5,834   2,737 3,097
48,010   33,946 14,064
1,606   1,349 257
38,197   50,065 -11,868
49,069   30,930 18,139
5,441   7,156 -1,715
6,269   7,546 -1,277
11,774   9,819 1,955
20,451   16,597 3,854
5,564   1,212 4,352
3,044   558 2,486
3,812   2,190 1,622
4,098   491 3,607
12,769   11,415 1,354
3,322   189 3,133
7,867   5,602 2,265
4,003   4,606 -603
1,778   1,256 522
3,486   2,992 494
2,142   1,000 1,142
4,062   3,355 707
2,459   1,948 511
8,689   6,871 1,818
2,208   1,139 1,069
3,175   2,734 441
3,733   735 2,998
89   15 74
3,703   9,170 -5,467
4,199   5,074 -875
1,779   1,325 454
4,284   10,278 -5,994
3,648   2,142 1,506
8,046   8,229 -183
43,730   25,726 18,004
7,226   7,379 -153
2,445   1,883 562
2,758   2,882 -124
5,238   6,030 -792
3,614   3,101 513
1,675   760 915
1,649   740 909
30,273   14,842 15,431
29,313   43,017 -13,704
32,604   8,944 23,660
2,831   2,461 370
4,496   273 4,223
2,839   3,504 -665
3,981   1,551 2,430
9,087   7,892 1,195
114   109 5
2,252   3,010 -758
2,967   2,267 700
4,408   2,316 2,092
3,087   2,687 400
2,338   1,923 415
2,762   2,293 469
2,694   1,647 1,047
2,115   1,395 720
8,586   6,199 2,387
8,459   6,495 1,964
8,189   1,897 6,292
12,870   8,694 4,176
20,060   17,645 2,415
2,618   1,699 919
3,079   2,370 709
9,818   4,534 5,284
37,921   46,845 -8,924
4,209   2,983 1,226
21,898   11,858 10,040
7,041   7,390 -349
2,228   1,784 444
1,406   558 848
3,992   4,048 -56
10,809   2,134 8,675
9,806   3,252 6,554
62,413   51,303 11,110
25,185   8,576 16,609
16,609   3,474 13,135
4,153   3,206 947
5,233   5,227 6
3,136   3,043 93
3,770   2,371 1,399
3,137   3,034 103
3,914   2,659 1,255
3,817   1,730 2,087
4,079   2,878 1,201
3,258   1,996 1,262
6,568   4,673 1,895
4,700   3,993 707
3,150   3,739 -589
4,435   1,891 2,544
3,880   3,765 115
2,498   2,106 392
3,190   2,907 283
3,193   2,107 1,086
4,184   4,785 -601
6,270   2,425 3,845
3,706   1,537 2,169
3,292   3,919 -627
3,315   2,307 1,008
2,210   1,880 330
2,588   1,156 1,432
4,263   678 3,585
2,796   3,478 -682
3,704   4,108 -404
2,725   2,408 317
3,565   4,503 -938
1,313   432 881
136   35 101
4,933   1,931 3,002
1,644   336 1,308
2,565   2,062 503
5,202   5,157 45
3,764   3,087 677
5,068   4,812 256
4,100   3,181 919
3,483   2,948 535
1,889   703 1,186
4,622   3,568 1,054
3,029   2,513 516
2,730   2,707 23
3,182   2,507 675
5,389   5,012 377
3,451   2,955 496
1,034   728 306
2,178   985 1,193
1,485   629 856
7,657   5,491 2,166
1,369   1,205 164
30,641     30,641
    7 -7
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       1,257
b       863
c       279
d       162
e       -792
      -4,256
      -2,546
      1,837
      -212
      1,142
      1,171
      158
      -905
      1,751
      927
      108
      -5,563
      194
      699
      91
      -232
      1,217
      -422
      -391
      -31
      612
      -258
      641
      -4,221
      -53
      240
      351
      144
      -1,355
      -431
      360
      817
      -959
      36
      504
      -184
      -356
      524
      -782
      -340
      -237
      -287
      -77
      640
      -1,125
      728
      635
      -590
      -3
      369
      -323
      -545
      326
      589
      221
      -1,538
      -48
      31
      211
      -262
      -248
      5
      -175
      -1,185
      -51
      1
      23
      290
      25
      -215
      38
      -1,119
      322
      -2,842
      519
      -68
      -137
      -236
      -598
      1,436
      477
      -2
      -99
      -7
      900
      1,292
      -2,627
      -6,998
      11,298
      20,534
      -501
      13,653
      6,759
      19,609
      -103
      -474
      -16,251
      -677
      -14,834
      1,730
      204
      -1,771
      117
      -4,414
      301
      4,706
      318
      -492
      -4,191
      3,801
      123
      4,379
      18,961
      -15,148
      1,196
      940
      8,138
      3,097
      14,064
      257
      -11,868
      18,139
      -1,715
      -1,277
      1,955
      3,854
      4,352
      2,486
      1,622
      3,607
      1,354
      3,133
      2,265
      -603
      522
      494
      1,142
      707
      511
      1,818
      1,069
      441
      2,998
      74
      -5,467
      -875
      454
      -5,994
      1,506
      -183
      18,004
      -153
      562
      -124
      -792
      513
      915
      909
      15,431
      -13,704
      23,660
      370
      4,223
      -665
      2,430
      1,195
      5
      -758
      700
      2,092
      400
      415
      469
      1,047
      720
      2,387
      1,964
      6,292
      4,176
      2,415
      919
      709
      5,284
      -8,924
      1,226
      10,040
      -349
      444
      848
      -56
      8,675
      6,554
      11,110
      16,609
      13,135
      947
      6
      93
      1,399
      103
      1,255
      2,087
      1,201
      1,262
      1,895
      707
      -589
      2,544
      115
      392
      283
      1,086
      -601
      3,845
      2,169
      -627
      1,008
      330
      1,432
      3,585
      -682
      -404
      317
      -938
      881
      101
      3,002
      1,308
      503
      45
      677
      256
      919
      535
      1,186
      1,054
      516
      23
      675
      377
      496
      306
      1,193
      856
      2,166
      164
      30,641
      -7
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 2 294,497
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 -15,547
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 6,487
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  
3 Add lines 1 and 2........................... 3 6,487
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,487
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 13,870
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,870
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 74
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 7,309
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow7,309 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$   (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
 
No
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 arrow
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 arrowBryan J Dziedziak Telephone no.right arrow (702) 523-3084

Located atright arrow7500 E Boulders Parkway Unit 69ScottsdaleAZ ZIP+4right arrow852661212
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
 
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
Kimberly Dreier President
5.00 		31,770    
3 Red Oak Lane
Pawcatuck,CT06379
Bryan J Dziedziak Treasurer
7.00 		26,475    
2964 Via Della Amore
Henderson,NV89052
John R Mackall Secretary
5.00 		23,238    
18050 SE Old Trail Dr E
Jupiter,FL33478
Kathryn Dreier Director
5.00 		23,298    
960 Pavo Springs Trail
Driftwood,TX78619
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  
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 arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
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
0
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
0
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
 
3
Subtract line 2 from line 1d.........................
3
0
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
0
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
0
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
0
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
 
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
6,487
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,487
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,487
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
6,487
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
0
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
679,059
b
Program-related investments—total from Part VIII-B..................
1b
 
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
679,059
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 0
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 26,550
b Total for prior years:20 , 20, 20  
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 ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 679,059
a Applied to 2023, but not more than line 2a 26,550
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount.....  
e Remaining amount distributed out of corpus 652,509
5 Excess distributions carryover applied to 2024.    
(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 5 652,509
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		652,509
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.... 652,509
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 e-mail address of the person to whom applications should be addressed:
The Eleanor Kagi Foundation
7500 E Boulders Parkway Unit 69
Scottsdale,AZ852661212
(702) 523-3084
BJD@cpa.com
bThe form in which applications should be submitted and information and materials they should include:
Written request only please.
cAny submission deadlines:
None
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
None
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
UNLV Foundation


4505 Maryland Parkway
Las Vegas,NV89154 		None PC Education 407,000
Heaven Can Wait Animal Society


PO Box 30158
Las Vegas,NV89173 		None PC Animal Welfare 100,000
Nevada Policy Research Institute


7130 Placid Street
Las Vegas,NV89119 		None PC Education 77,756
Total .................................right arrow 3a 584,756
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 ........... 		    14 23,039  
4 Dividends and interest from securities ....     14 251,723  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 14,817  
8 Gain or (loss) from sales of assets other than
inventory ............ 		        294,497
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) ..   289,579 294,497
13Total. Add line 12, columns (b), (d), and (e)..................
13
584,076
(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: 24020490
Software Version: 2024v5.2


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 OtherExpensesSchedule
Name:
The Eleanor Kagi Foundation A Lynn M
 
Legacy
EIN:
94-3189650
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Fees 27,733 27,733    
Ohter Investment Expenses 79,566 79,566    


TY 2024 OtherIncomeSchedule2
Name:
The Eleanor Kagi Foundation A Lynn M
 
Legacy
EIN:
94-3189650
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Other Investment Income 14,817    


TY 2024 OtherProfessionalFeesSchedule
Name:
The Eleanor Kagi Foundation A Lynn M
 
Legacy
EIN:
94-3189650
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Tax Preparation 8,800 0 0 0


TY 2024 TaxesSchedule
Name:
The Eleanor Kagi Foundation A Lynn M
 
Legacy
EIN:
94-3189650
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Business Tax 102 102    
Excise Taxes 8,685 -8,685    
Foreign Taxes 3,837 3,837