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
Louis and Anne Abrons Foundation Inc
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

13-6061329
B Telephone number (see instructions)

(800) 839-1754
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$151,872,396J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 254,810 254,810  
4 Dividends and interest from securities... 854,518 854,518  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 11,516,762
b Gross sales price for all assets on line 6a 46,940,583
7 Capital gain net income (from Part IV, line 2)... 11,516,762
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
1,385,059 1,385,059  
12 Total. Add lines 1 through 11........ 14,011,149 14,011,149  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,460 0 0 2,460
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,128,553 999,017   129,536
17 Interest............... 39,414 39,414    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
168,021 4,321    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 68     68
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,488,031 1,383,581   103,445
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,826,547 2,426,333 0 235,509
25 Contributions, gifts, grants paid....... 8,186,501 8,186,501
26 Total expenses and disbursements. Add lines 24 and 25 11,013,048 2,426,333 0 8,422,010
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,998,101
b Net investment income (if negative, enter -0-) 11,584,816
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 10,071,947 8,301,912 8,301,912
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   442,597    
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) 6,013,694 Click to see attachment
List of Attached Documents:
// Content
4,972,893 		5,104,057
b Investments—corporate stock (attach schedule)....... 32,615,582 Click to see attachment
List of Attached Documents:
// Content
40,399,497 		46,191,098
c Investments—corporate bonds (attach schedule)....... 1,174,367 Click to see attachment
List of Attached Documents:
// Content
2,251,064 		2,090,210
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).......... 72,595,462 Click to see attachment
List of Attached Documents:
// Content
69,987,384 		90,185,119
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 122,913,649 125,912,750 151,872,396
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 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 122,913,649 125,912,750
29 Total net assets or fund balances (see instructions)..... 122,913,649 125,912,750
30 Total liabilities and net assets/fund balances (see instructions). 122,913,649 125,912,750
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
122,913,649
2
Enter amount from Part I, line 27a .....................
2
2,998,101
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,000
4
Add lines 1, 2, and 3 ..........................
4
125,912,750
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
125,912,750
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 Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c ECHO STREET GOODCO SELECT II LP P 2020-01-02 2024-03-31
d FUNDSMITH EQUITY FUND, L.P P 2016-07-29 2024-06-07
e FUNDSMITH EQUITY FUND, L.P P   2024-07-30
INDIA ACORN FUND (CAYMAN) LTD P 2024-01-01 2024-05-10
NEW GENERATION TURNAOUND FUND (DELAWARE) LP P 2014-04-01 2024-06-01
NEW SILK ROAD SEA FUND LTD CLASS A NON-RESTRICTED P 2021-12-31 2024-01-02
OLEA SPECIAL OPPS OFFSHORE FD I LP P 2020-01-30 2024-06-14
THIRD POINT OFFSHORE FUND, LTD P 2024-01-01 2024-12-31
WARBURG PINCUS JOVIAN GG, L.P P 2024-12-18 2024-12-18
YORK CREDIT OPP UNIT TRUST P 2014-04-01 2024-01-01
YORK CREDIT OPP UNIT TRUST P 2024-01-02 2024-06-30
YORK CREDIT OPP UNIT TRUST P 2024-01-02 2024-07-03
DISTRIBUTION IN EXCESS OF BASIS P    
WPGG JOVIAN CALLISTO (CAYMAN-A), L.P P 2024-12-18 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 36,048,741   30,314,373 5,734,368
b       5,414,249
c     56,789 -56,789
d 500,000   224,492 275,508
e 6,334,395   6,824,878 -490,483
500,000   241,093 258,907
8,978   485,336 -476,358
1,346,510   1,700,000 -353,490
343,318   0 343,318
997,999   335,340 662,659
182,885   95,221 87,664
86,868   128,489 -41,621
72,516   66,004 6,512
489,623   467,652 21,971
      130,382
28,750   28,785 -35
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       5,734,368
b        
c       -56,789
d       275,508
e       -490,483
      258,907
      -476,358
      -353,490
      343,318
      662,659
      87,664
      -41,621
      6,512
      21,971
       
      -35
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 11,516,762
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 161,029
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........................... 3 161,029
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- ..... 5 161,029
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 176,440
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 52,600
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 229,040
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 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 68,011
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow68,011 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
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 arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Adam Abrons Dir, Treas
2.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Alix Abrons Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Anne Abrons Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Eleanor Abrons Dir, Sec
2.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Emily Abrons Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Henry L Abrons Dir
2.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
John Abrons Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Leslie Abrons Dir
2.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Pauline Abrons Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Peter Abrons Dir, Pres
2.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Judith Aranow Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Dylan Armajani Dir, Dir, VP
2.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Kira Armajani Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Stephanie Klein DiChristina Dir
2.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Vicki Aranow Feiner Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Jennifer Schwartz Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Amy Sharpe Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
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
The Colony Group Investment Mgmt 953,508
201 washington st
NEW YORK,NY02108
GMA Foundations Inc Philanthropic 129,536
2 Liberty Square Suite 500
Boston,MA02109
FOUNDATION SOURCE Administrative 98,684
55 Walls Drive Suite 302
FAIRFIELD,CT06824
Total number of others receiving over $50,000 for professional services.............right arrow100
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
51,462,723
b
Average of monthly cash balances.......................
1b
7,112,356
c
Fair market value of all other assets (see instructions)................
1c
89,143,148
d
Total (add lines 1a, b, and c).........................
1d
147,718,227
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
147,718,227
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,215,773
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
145,502,454
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
7,275,123
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
7,275,123
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
161,029
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
161,029
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
7,114,094
4
Recoveries of amounts treated as qualifying distributions................
4
1,000
5
Add lines 3 and 4............................
5
7,115,094
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
7,115,094
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
8,422,010
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
8,422,010
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 7,115,094
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,833,722
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$ 8,422,010
a Applied to 2023, but not more than line 2a 1,833,722
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 6,588,288
e Remaining amount distributed out of corpus 0
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 0
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 .......... 		526,806
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 ...... 		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.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
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

350ORG

PO BOX 843004
BOSTON,MA02284 		N/A PC General & Unrestricted 260,000

ACKERMAN INSTITUTE FOR THE FAMILY

936 BROADWAY
NEW YORK,NY10010 		N/A PC General & Unrestricted 20,000

ACKERMAN INSTITUTE FOR THE FAMILY

936 BROADWAY
NEW YORK,NY10010 		N/A PC Charitable Event 2,500

ALASKA WILDERNESS LEAGUE

122 C ST NW SUITE 240
WASHINGTON,DC20001 		N/A PC General & Unrestricted 5,000

ALBANY PARK THEATER PROJECT

3320 W FOSTER AVE PMB 120
CHICAGO,IL60625 		N/A PC General & Unrestricted 100,000

AMAZON WATCH

520 3RD ST STE 108
OAKLAND,CA94607 		N/A PC Defender's Fund 50,000

AMAZON WATCH

520 3RD ST STE 108
OAKLAND,CA94607 		N/A PC General & Unrestricted 70,000

AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC

125 BROAD ST 18TH FLOOR
NEW YORK,NY10004 		N/A PC General & Unrestricted 200,000

AMERICAN CIVIL LIBERTIES UNION OF MAINE FOUNDATION

PO BOX 7860
PORTLAND,ME04112 		N/A PC General & Unrestricted 5,000

AMERICAN FRIENDS OF POLIN MUSEUM OF THE HISTORY OF

15 E 65TH ST
NEW YORK,NY10065 		N/A PC General & Unrestricted 8,000

AMERICAN JEWISH COMMITTEE

165 E 56TH ST 6TH FL
NEW YORK,NY10022 		N/A PC Westchester Division 15,000

AMERICAN NATIONAL RED CROSS

99 INDIAN FIELD RD
GREENWICH,CT06830 		N/A PC General & Unrestricted 5,000

AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO

424 E 92ND ST
NEW YORK,NY10128 		N/A PC General & Unrestricted 4,000

ANNE FRANK CENTER USA

244 5TH AVE
NEW YORK,NY10001 		N/A PC General & Unrestricted 5,000

ANTI-DEFAMATION LEAGUE

605 3RD AVE
NEW YORK,NY10158 		N/A PC General & Unrestricted 7,500

APPALACHIAN MOUNTAIN CLUB

10 CITY SQ
CHARLESTOWN,MA02129 		N/A PC General & Unrestricted 10,000

ARTVAN

37 MILL ST 2
BRUNSWICK,ME04011 		N/A PC General & Unrestricted 1,000

BANTAM CINEMA & ARTS CENTER INC

PO BOX 262
LITCHFIELD,CT06759 		N/A PC General & Unrestricted 500

BEDFORD 2030 INC

PO BOX 812
BEDFORD HILLS,NY10507 		N/A PC General & Unrestricted 34,000

BEDFORD FREE LIBRARY

PO BOX 375
BEDFORD,NY10506 		N/A PC General & Unrestricted 2,500

BETTER FUTURE PROJECT INC

15 REV NAZARENO PROPERZI WAY
SOMERVILLE,MA02143 		N/A PC General & Unrestricted 4,000

BLYTHEDALE CHILDREN'S HOSPITAL

95 BRADHURST AVE
VALHALLA,NY10595 		N/A PC General & Unrestricted 5,000

BOYS AND GIRLS CLUBS OF LARIMER COUNTY

103 SMOKEY ST
FORT COLLINS,CO80525 		N/A PC summer programs or General Support fund 45,000

BROADWAY HOUSING COMMUNITIES INC

583 RIVERSIDE DR
NEW YORK,NY10031 		N/A PC General & Unrestricted 20,500

BRONX CHILDRENS MUSEUM

725 EXTERIOR ST 2ND FL
BRONX,NY10451 		N/A PC General & Unrestricted 100,000

BVM CAPACITY BUILDING INSTITUTE INC

3645 MARKETPLACE BLVD STE 130-209
EAST POINT,GA30344 		N/A PC General & Unrestricted 210,000

CALIFORNIA ONECARE EDUCATION FUND

5518 VENTURA CANYON AVE
SHERMAN OAKS,CA91401 		N/A PC for Health Justice Monitor 2,000

CALIFORNIA ONECARE EDUCATION FUND

5518 VENTURA CANYON AVE
SHERMAN OAKS,CA91401 		N/A PC General & Unrestricted 155,000

CAMP HAPPY PLACE INC

39 WELLESLEY ST
PITTSFIELD,MA01201 		N/A PC General & Unrestricted 3,000

CATSKILL MOUNTAINKEEPER INC

PO BOX 268
HURLEYVILLE,NY12747 		N/A PC General & Unrestricted 3,500

CENTER FOR CARBON REMOVAL

650 MASSACHUSETTS AVE NW STE 600
WASHINGTON,DC20001 		N/A PC General & Unrestricted 5,500

CENTER FOR HEALTH AND DEMOCRACY EDUCATION FUND

614 S 4TH ST 310
PHILADELPHIA,PA19147 		N/A PC General & Unrestricted 10,000

CENTER FOR REPRODUCTIVE RIGHTS INC

199 WATER ST FL 22
NEW YORK,NY10038 		N/A PC General & Unrestricted 140,000

CHABAD JEWISH CENTER MSU

432 KENSINGTON RD
EAST LANSING,MI48823 		N/A PC General & Unrestricted 1,800

CHANGE THE AIR FOUNDATION INC

1712 GINESI DRIVE STE 1
FREEHOLD,NJ07728 		N/A PC General & Unrestricted 30,000

CHILDRENS VILLAGE INC

1 ECHO HILLS
DOBBS FERRY,NY10522 		N/A PC General & Unrestricted 5,000

CHINESE AMERICAN PLANNING COUNCIL INC

45 SUFFOLK ST
NEW YORK,NY10002 		N/A PC General & Unrestricted 18,500

CIRCLE OF HOPE HEALTH CARE SERVICES

712 H ST NE PMB 1825
WASHINGTON,DC20002 		N/A PC General Support for Wellspring Health Access 60,000

CITIZENS CRIME COMMISSION OF NEW YORK CITY INC

335 MADISON AVE
NEW YORK,NY10017 		N/A PC Train/Work/Forward Program 40,000

CITYMEALS-ON-WHEELS

355 LEXINGTON AVE 3RD FL
NEW YORK,NY10017 		N/A PC General & Unrestricted 15,000

COALITION FOR THE HOMELESS INC

129 FULTON ST
NEW YORK,NY10038 		N/A PC General & Unrestricted 87,000

COMMUNITY CENTER OF NORTHERN WESTCHESTER INC

84 BEDFORD RD
KATONAH,NY10536 		N/A PC General & Unrestricted 100,000

COMMUNITY CENTER OF NORTHERN WESTCHESTER INC

84 BEDFORD RD
KATONAH,NY10536 		N/A PC Food Pantry 70,000

COMMUNITY HEALTH PROJECT INC

356 W 18TH ST
NEW YORK,NY10011 		N/A PC General & Unrestricted 30,000

CONSERVATION LAW FOUNDATION INC

62 SUMMER ST
BOSTON,MA02110 		N/A PC General & Unrestricted 5,000

CORRECTIONAL ASSOCIATION OF NEW YORK

PO BOX 793
BROOKLYN,NY11207 		N/A PC General & Unrestricted 15,000

COUNCIL ON THE ENVIRONMENT INC

PO BOX 2327
NEW YORK,NY10272 		N/A PC General & Unrestricted 170,000

COURT APPOINTED SPECIAL ADVOCATE INC

3105 E HARMONY RD
FORT COLLINS,CO80528 		N/A PC General & Unrestricted 35,000

DEMOCRACY FORWARD FOUNDATION

PO BOX 34553
WASHINGTON,DC20043 		N/A PC General & Unrestricted 10,000

EARTHRIGHTS INTERNATIONAL INC

1612 K ST NW STE 800
WASHINGTON,DC20006 		N/A PC General & Unrestricted 227,000

EARTHWISE AWARE INC

50A SPRING ST
SOMERVILLE,MA02143 		N/A PC General & Unrestricted 2,000

ENVIRONMENTAL DEFENSE FUND INCORPORATED

257 PARK AVE S 11TH FL
NEW YORK,NY10010 		N/A PC General & Unrestricted 7,500

EQUAL JUSTICE INITIATIVE

122 COMMERCE ST
MONTGOMERY,AL36104 		N/A PC General & Unrestricted 10,000

ESSEX COUNTY GREENBELT ASSOCIATION

82 EASTERN AVE
ESSEX,MA01929 		N/A PC General & Unrestricted 15,000

EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC

PO BOX 3886
NEW YORK,NY10163 		N/A PC General & Unrestricted 5,000

FAMILY ACTION NETWORK OF WINCHESTER INC

PO BOX 805
WINCHESTER,MA01890 		N/A PC General & Unrestricted 1,000

FAMILY VIOLENCE PROJECT

83 WESTERN AVE
AUGUSTA,ME04330 		N/A GOV General & Unrestricted 1,000

FEEDING WESTCHESTER INC

200 CLEARBROOK RD
ELMSFORD,NY10523 		N/A PC General & Unrestricted 35,000

FEEDING WESTCHESTER INC

200 CLEARBROOK RD
ELMSFORD,NY10523 		N/A PC for the Seniors 10,000

FIRST FRIENDS OF NEW JERSEY AND NEW YORK

53 S HACKENSACK AVE
KEARNY,NJ07032 		N/A PC General & Unrestricted 20,000

FOOD BANK FOR LARIMER COUNTY

5706 WRIGHT DR
LOVELAND,CO80538 		N/A PC General & Unrestricted 45,000

FOOD BANK FOR NEW YORK CITY

39 BROADWAY 10TH FL
NEW YORK,NY10006 		N/A PC General & Unrestricted 100,000

FOOD FOR FREE COMMITTEES INC

59 INNER BELT RD
SOMERVILLLE,MA02143 		N/A PC General & Unrestricted 3,500

FOOD GATHERERS

PO BOX 131037
ANN ARBOR,MI48113 		N/A PC General & Unrestricted 10,000

FREEDOM FOR IMMIGRANTS

440 N BARRANCA AVE 6382
COVINA,CA91723 		N/A PC General & Unrestricted 70,000

FRIENDS OF AMANI US INC

11 S MAIN ST STE 501
CONCORD,NH03301 		N/A PC General & Unrestricted 10,000

FRIENDS OF CASCO BAY

75 W COMMERCIAL ST STE 301
PORTLAND,ME04101 		N/A PC General & Unrestricted 3,000

FRIENDS OF CITY RELIQUARYINCORPORATED

370 METROPOLITAN AVE
BROOKLYN,NY11211 		N/A PC General & Unrestricted 7,226

FRIENDS OF MIDDLESEX FELLS RESERVATION INC

235 W FOSTER ST STE 2
MELROSE,MA02176 		N/A PC General & Unrestricted 25,000

FRIENDS OF THE WINCHESTER PUBLIC LIBRARY INC

80 WASHINGTON ST
WINCHESTER,MA01890 		N/A PC General & Unrestricted 6,000

GAINING GROUND INC

341 VIRGINIA RD
CONCORD,MA01742 		N/A PC General & Unrestricted 10,000

GEMMA SERVICES

512 W TOWNSHIP LINE RD
PLYMOUTH MEETING,PA19462 		N/A PC General & Unrestricted 35,000

GETTING OUT AND STAYING OUT INC

PO BOX 1168
NEW YORK,NY10035 		N/A PC General & Unrestricted 10,000

GIVEDIRECTLY INC

CHURCH STREET STA PO BOX 3221
NEW YORK,NY10008 		N/A PC General & Unrestricted 50,000

GLEANERS COMMUNITY FOOD BANK OF SOUTHEASTERN MICHI

2131 BEAUFAIT ST
DETROIT,MI48207 		N/A PC General & Unrestricted 10,000

GODDARD RIVERSIDE COMMUNITY CENTER

593 COLUMBUS AVE
NEW YORK,NY10024 		N/A PC General & Unrestricted 15,500

GODS LOVE WE DELIVER INC

166 AVE OF THE AMERICAS
NEW YORK,NY10013 		N/A PC Children's Meal Program 10,000

GOOD SHEPHERD FOOD BANK

3121 HOTEL RD
AUBURN,ME04210 		N/A PC General & Unrestricted 10,000

GRAND TETON NATIONAL PARK FOUNDATION

PO BOX 249
MOOSE,WY83012 		N/A PC General & Unrestricted 1,500

GREENWICH HOUSE INC

27 BARROW ST
NEW YORK,NY10014 		N/A PC General & Unrestricted 11,500

GUIDING EYES FOR THE BLIND INC

611 GRANITE SPRINGS RD
YORKTOWN HTS,NY10598 		N/A PC General & Unrestricted 15,000

HAMILTON-MADISON HOUSE INC

253 S ST 2ND FL
NEW YORK,NY10002 		N/A PC General & Unrestricted 11,500

HANDS ALONG THE NILE DEVELOPMENT SERVICES INC

700 PENNSYLVANIA AVE SE STE 200
WASHINGTON,DC20003 		N/A PC General & Unrestricted 9,000

HANDS ALONG THE NILE DEVELOPMENT SERVICES INC

700 PENNSYLVANIA AVE SE STE 200
WASHINGTON,DC20003 		N/A PC Charitable Event 300

HEART J CENTER FOR EXPERIENTIAL LEARNING AT SYLVAN

PO BOX 2736
LOVELAND,CO80539 		N/A PC General & Unrestricted 33,000

HENRY STREET SETTLEMENT

265 HENRY ST
NEW YORK,NY10002 		N/A PC Senior Data Management Analyst salary support 105,000

HENRY STREET SETTLEMENT

265 HENRY ST
NEW YORK,NY10002 		N/A PC General & Unrestricted 771,075

HENRY STREET SETTLEMENT

265 HENRY ST
NEW YORK,NY10002 		N/A PC Charitable Event 600

HENRY STREET SETTLEMENT

265 HENRY ST
NEW YORK,NY10002 		N/A PC Necessities for Newly Arrived New Yorkers Emergency Response Fund 15,000

HIAS INC

PO BOX 97077
WASHINGTON,DC20090 		N/A PC General & Unrestricted 10,000

HOPES DOOR INC

50 BROADWAY STE 01
HAWTHORNE,NY10532 		N/A PC General & Unrestricted 5,000

HUDSON GUILD

441 W 26TH ST
NEW YORK,NY10001 		N/A PC General & Unrestricted 11,500

HUMANITARIAN SOCIAL INNOVATIONS

301 BROADWAY STE 115
BETHLEHEM,PA18015 		N/A PC Clean Shelter 10,000

IMMIGRANT LEGAL ADVOCACY PROJECT

489 CONGRESS ST STE 3
PORTLAND,ME04101 		N/A PC General & Unrestricted 3,000

INNOCENCE PROJECT NEW ORLEANS

4051 ULLOA ST
NEW ORLEANS,LA70119 		N/A PC General & Unrestricted 60,000

INSIGHT HOUSING

2855 TELEGRAPH AVE STE 601
BERKELEY,CA94705 		N/A PC General & Unrestricted 3,000

INTERNATIONAL RESCUE COMMITTEE INC

PO BOX 6068
ALBERT LEA,MN56007 		N/A PC General & Unrestricted 190,000

J STREET EDUCATION FUND INC

PO BOX 66073
WASHINGTON,DC20035 		N/A PC General & Unrestricted 33,000

JACOB BURNS FILM CENTER INC

405 MANVILLE RD 3RD FL
PLEASANTVILLE,NY10570 		N/A PC CommunityMatters/Classroom to Screening Room 15,000

JUSTICE IN MOTION INC

44 COURT ST STE 1217
BROOKLYN,NY11201 		N/A PC General & Unrestricted 30,000

KATONAH MUSEUM OF ART INC

134 JAY ST
KATONAH,NY10536 		N/A PC General & Unrestricted 5,000

LAND FOR GOOD INC

PO BOX 625
KEENE,NH03431 		N/A PC General & Unrestricted 5,000

LEHIGH UNIVERSITY

125 GOODMAN DR
BETHLEHEM,PA18015 		N/A PC Louis & Anne Abrons Family Fund 25,000

LENOX HILL HOSPITAL

2000 MARCUS AVE
NEW HYDE PARK,NY11042 		N/A PC Center for Learning and Attention 9,000

LENOX HILL NEIGHBORHOOD HOUSE INC

331 E 70TH ST
NEW YORK,NY10021 		N/A PC General & Unrestricted 15,500

LITERACY VOLUNTEERS ON THE GREEN

PO BOX 366 7 WHITTLESEY AVE
NEW MILFORD,CT06776 		N/A PC Charitable Event 1,000

LOVE HOLDS LIFE INC

333 WESTCHESTER AVE STE 201
WHITE PLAINS,NY10604 		N/A PC General & Unrestricted 1,000

LOVELAND YOUTH GARDENERS

PO BOX 1004
LOVELAND,CO80538 		N/A PC General & Unrestricted 22,000

LOWER EAST SIDE TENEMENT MUSEUM

103 ORCHARD ST 4TH FL
NEW YORK,NY10002 		N/A PC General & Unrestricted 50,000

MAIN STREET COMMUNITY CENTER

5494 STATE RTE 23
WINDHAM,NY12496 		N/A PC General & Unrestricted 135,000

MAINE APPALACHIAN TRAIL LAND TR

PO BOX 761
PORTLAND,ME04104 		N/A PC General & Unrestricted 5,000

MAINE COALITION TO END DOMESTIC VIOLENCE

PO BOX 5188
AUGUSTA,ME04332 		N/A PC General & Unrestricted 1,000

MAINE FARMLAND TRUST INC

97 MAIN ST
BELFAST,ME04915 		N/A PC General & Unrestricted 3,000

MAINE INSIDE OUT

PO BOX 1062
LEWISTON,ME04243 		N/A PC General & Unrestricted 5,000

MAINE ORGANIC FARMERS & GARDENERS ASSOCIATION

PO BOX 170
UNITY,ME04988 		N/A PC General & Unrestricted 5,000

MAINE SEACOAST MISSION

6 OLD FIREHOUSE LN
NORTHEAST HARBOR,ME04662 		N/A PC General & Unrestricted 1,000

MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION

504 RXR PLZ
UNIONDALE,NY11556 		N/A PC General & Unrestricted 5,000

MASSACHUSETTS AUDUBON SOCIETY INC

208 S GREAT RD
LINCOLN,MA01773 		N/A PC General & Unrestricted 5,000

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA ST STE 540
BOSTON,MA02114 		N/A PC General & Unrestricted 1,000

MEDECINS SANS FRONTIERES USA INC

PO BOX 5030
HAGERSTOWN,MD21741 		N/A PC General & Unrestricted 165,000

MEDICAL EDUCATION COOPERATION WITH CUBA

1714 FRANKLIN ST STE 100 PMB 282
OAKLAND,CA94612 		N/A PC General & Unrestricted 18,000

MEMORIAL SLOAN-KETTERING CANCER CENTER

PO BOX 27432
NEW YORK,NY10087 		N/A PC General & Unrestricted 3,000

MEMORIAL SLOAN-KETTERING CANCER CENTER

PO BOX 5028
HAGERSTOWN,MD21741 		N/A PC The FOOD program 20,000

MICHIGAN ADVOCACY PROGRAM

15 S WASHINGTON ST
YPSILANTI,MI48197 		N/A PC MIRC (Michigan Immigrant Rights Center) 8,000

MILTON ACADEMY

170 CENTRE ST
MILTON,MA02186 		N/A PC In support of The Mountain School, Vershire, VT 4,000

MORE THAN WORDS INC

56 FELTON ST
WALTHAM,MA02453 		N/A PC General & Unrestricted 10,000

MOUNT KISCO CHILD CARE CENTER INC

95 RADIO CIR DR
MOUNT KISCO,NY10549 		N/A PC General & Unrestricted 5,000

MOUNT KISCO INTERFAITH FOOD PANTRY INC

300 E MAIN ST
MOUNT KISCO,NY10549 		N/A PC General & Unrestricted 8,500

MOUNTAIN TOP CARES COALITION INC

71 EVERGREEN LN
MAPLECREST,NY12454 		N/A PC General & Unrestricted 10,000

MYSTIC RIVER WATERSHED ASSOCIATION INC

23 MAPLE ST
ARLINGTON,MA02476 		N/A PC General & Unrestricted 5,000

NATIONAL ASIAN PACIFIC AMERICAN WOMENS FORUM

4750 N SHERIDAN
CHICAGO,IL60640 		N/A PC General & Unrestricted 30,000

NATIONAL FAMILY FARM COALITION

110 MARYLAND AVE NE STE 307
WASHINGTON,DC20002 		N/A PC General & Unrestricted 80,000

NATIONAL WOMENS HALL OF FAME

1 CANAL ST PO BOX 335
SENECA FALLS,NY13148 		N/A PC General & Unrestricted 25,000

NATIVE AMERICAN FOOD SOVEREIGNTY ALLIANCE

PO BOX 675
FLAGSTAFF,AZ86002 		N/A PC General & Unrestricted 40,000

NATURAL RESOURCES COUNCIL INC

3 WADE ST
AUGUSTA,ME04330 		N/A PC General & Unrestricted 5,000

NATURAL RESOURCES DEFENSE COUNCIL INC

40 WEST 20TH ST 11TH FLOOR
NEW YORK,NY10011 		N/A PC General & Unrestricted 105,000

NEIGHBORS LINK CORP

27 COLUMBUS AVE
MOUNT KISCO,NY10549 		N/A PC General & Unrestricted 5,000

NEW ALTERNATIVES FOR CHILDREN INC

825 7TH AVE FL 9
NEW YORK,NY10019 		N/A PC General & Unrestricted 20,500

NEW ENGLAND MOUNTAIN BIKE ASSOCIATION INC

7 POST OFC SQ UNIT 2221
ACTON,MA01720 		N/A PC General & Unrestricted 5,000

NEW ISRAEL FUND

6 EAST 39TH ST SUITE 301
NEW YORK,NY10016 		N/A PC General & Unrestricted 35,000

NEW MILFORD REFUGEE RESETTLEMENT

321 LONG MOUNTAIN RD
NEW MILFORD,CT06776 		N/A PC General & Unrestricted 1,000

NEW YORK ABORTION ACCESS FUND

PO BOX 7569
NEW YORK,NY10150 		N/A PC General & Unrestricted 140,000

NEW YORK PUBLIC RADIO

PO BOX 1550
NEW YORK,NY10116 		N/A PC General & Unrestricted 10,000

NEW YORK-NEW JERSEY TRAIL CONFERENCE INC

600 RAMAPO VALLEY RD
MAHWAH,NJ07430 		N/A PC General & Unrestricted 10,000

NEW YORKERS AGAINST GUN VIOLENCE EDUCATION FUND IN

675 3RD AVE RM 2216
NEW YORK,NY10017 		N/A PC General & Unrestricted 75,000

NOCO HUMANE

3501 E 71ST ST
LOVELAND,CO80538 		N/A PC General & Unrestricted 30,000

NORTHEAST ORGANIC FARMING ASSOCIATION MASSACHUSETT

PO BOX 60043
FLORENCE,MA01062 		N/A PC General & Unrestricted 4,500

NORTHEAST WILDERNESS TRUST

17 STATE ST
MONTPELIER,VT05602 		N/A PC General & Unrestricted 5,000

NORTHEASTERN MINNESOTANS FOR WILDERNESS

PO BOX 625
ELY,MN55731 		N/A PC General & Unrestricted 5,000

NORTHERN WESTCHESTER HOSPITAL ASSOCIATION

400 EAST MAIN ST
MOUNT KISCO,NY10549 		N/A PC Cancer Center and Cardiac Care for Women 50,500

OPEN DOOR FOUNDATION INC

165 MAIN ST
OSSINING,NY10562 		N/A PC General & Unrestricted 5,000

OPEN SPACE INSTITUTE INC

1370 BROADWAY 5TH FL
NEW YORK,NY10018 		N/A PC General & Unrestricted 75,000

OUTSTANDING RENEWAL ENTERPRISES INC

PO BOX 20488
NEW YORK,NY10009 		N/A PC General & Unrestricted 5,000

PACE UNIVERSITY

78 N BROADWAY
WHITE PLAINS,NY10603 		N/A PC General & Unrestricted 5,000

PARTNERS IN HEALTH A NONPROFIT CORPORATION

PO BOX 996
FREDERICK,MD21705 		N/A PC General & Unrestricted 85,000

PEACE NEIGHBORHOOD CENTER

1111 N MAPLE RD
ANN ARBOR,MI48103 		N/A PC General & Unrestricted 10,000

PEOPLE FOR THE AMERICAN WAY FOUNDATION

1101 15TH ST NW STE 600
WASHINGTON,DC20005 		N/A PC General & Unrestricted 205,000

PLANNED PARENTHOOD FEDERATION OF AMERICA INC

PO BOX 97166
WASHINGTON,DC20090 		N/A PC General & Unrestricted 20,000

PLANNED PARENTHOOD HUDSON PECONIC INC

570 TAXTER RD STE 250
ELMSFORD,NY10523 		N/A PC General & Unrestricted 20,000

PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC

1055 COMMONWEALTH AVE
BOSTON,MA02215 		N/A PC General & Unrestricted 5,000

PLANNED PARENTHOOD OF MICHIGAN

950 VICTORS WAY STE 100
ANN ARBOR,MI48108 		N/A PC General & Unrestricted 30,000

PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND

784 HERCULES DRIVE STE 110
COLCHESTER,VT05446 		N/A PC General & Unrestricted 60,000

PONY POWER THERAPIES INC

1170 RAMAPO VALLEY RD
MAHWAH,NJ07430 		N/A PC General & Unrestricted 5,000

PREBLE STREET

55 PORTLAND ST
PORTLAND,ME04101 		N/A PC General & Unrestricted 95,000

PROJECT SELF-SUFFICIENCY OF NORTHERN COLORADO

1810 BOISE AVE
LOVELAND,CO80538 		N/A PC General & Unrestricted 25,000

PROMISE PROJECT INC

121 AVE OF THE AMERICAS FL 6
NEW YORK,NY10013 		N/A PC General & Unrestricted 27,000

PROTECT OUR WINTERS

1919 14TH ST STE 700
BOULDER,CO80302 		N/A PC General & Unrestricted 12,500

RAMAPO FOR CHILDREN INC

PO BOX 266
RHINEBECK,NY12572 		N/A PC General & Unrestricted 5,000

RIPPLEFFECT INC

PO BOX 441
PORTLAND,ME04112 		N/A PC General & Unrestricted 1,000

RIVERKEEPER INC

20 SECOR RD
OSSINING,NY10562 		N/A PC General & Unrestricted 7,500

ROCA INC

101 PARK ST
CHELSEA,MA02150 		N/A PC General & Unrestricted 10,000

ROSIES PLACE INC

PO BOX 51399
BOSTON,MA02205 		N/A PC Behavioral Health Program 50,000

ROUNDUP RIVER RANCH

8333 COLORADO RIVER RD
GYPSUM,CO81637 		N/A PC General & Unrestricted 18,000

RUN WILD INC

95 AUMICK RD
WALLKILL,NY12589 		N/A PC Verkeerderkill Falls permanant preservation 75,000

SAN FRANCISCO PLANNING & URBAN RESEARCH ASSN (SP

654 MISSION ST
SAN FRANCISCO,CA94105 		N/A PC General & Unrestricted 10,000

SAVE-A-PET ANIMAL RESCUE INC

608 PATCHOGUE RD
PORT JEFF STA,NY11776 		N/A PC General & Unrestricted 1,000

SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRA

305 7TH AVE 12TH FL
NEW YORK,NY10001 		N/A PC General & Unrestricted 20,000

SONGWRITINGWITH INC

632 FOGG ST 8
NASHVILLE,TN37203 		N/A PC General & Unrestricted 7,500

SOS COMMUNITY SERVICES

101 S HURON ST
YPSILANTI,MI48197 		N/A PC General & Unrestricted 15,000

SOUTHERN POVERTY LAW CENTER INC

400 WASHINGTON AVE
MONTGOMERY,AL36104 		N/A PC General & Unrestricted 5,000

SPOONFULS INC

189 WELLS AVE STE 100
NEWTON,MA02459 		N/A PC General & Unrestricted 5,000

STANLEY M ISAACS NEIGHBORHOOD CENTER

415 E 93RD ST
NEW YORK,NY10128 		N/A PC General & Unrestricted 15,500

STEEP ROCK ASSOCIATION INC

PO BOX 279
WASHINGTON DEPOT,CT06794 		N/A PC General & Unrestricted 5,000

SUPERIOR HIKING TRAIL ASSOCIATION

PO BOX 315
TWO HARBORS,MN55616 		N/A PC General & Unrestricted 5,000

SURVIVAL INTERNATIONAL USA

PO BOX 26345
SAN FRANCISCO,CA94126 		N/A PC General & Unrestricted 10,000

TEATOWN LAKE RESERVATION INC

1600 SPRING VALLEY RD
OSSINING,NY10562 		N/A PC General & Unrestricted 5,000

TEMPLE SHAARAY TEFILA OF WESTCHESTER

89 BALDWIN RD
BEDFORD CORS,NY10549 		N/A PC General & Unrestricted 190,000

THE NEW SCHOOL

79 FIFTH AVE 17TH FLOOR
NEW YORK,NY10003 		N/A PC Equity for Children 4,000

THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC

PO BOX 2599
OAKLAND,CA94614 		N/A PC General & Unrestricted 8,000

THE CHILDRENS HEALTH FUND

475 RIVERSIDE DR STE 630
NEW YORK,NY10115 		N/A PC General & Unrestricted 40,000

THE CHILDRENS STOREFRONT

PO BOX 1171
NEW YORK,NY10035 		N/A PC General & Unrestricted 1,000

THE COMMUNITY KITCHEN

PO BOX 3033
LOVELAND,CO80539 		N/A PC General & Unrestricted 20,000

THE FRIENDS OF HILLTOP HANOVER FARM AND ENVIRONMEN

1271 HANOVER ST
YORKTOWN HTS,NY10598 		N/A PC General & Unrestricted 3,500

THE GRIFFIN MUSEUM OF PHOTOGRAPHY INC

67 SHORE RD
WINCHESTER,MA01890 		N/A PC General & Unrestricted 2,500

THE JEWISH COMMUNITY CENTER IN MANHATTAN INC

334 AMSTERDAM AVE
NEW YORK,NY10023 		N/A PC literacy program 40,000

THE NETWORK FOR SOCIAL JUSTICE INC

PO BOX 346
WINCHESTER,MA01890 		N/A PC General & Unrestricted 1,500

THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN

270 MADISON AVE 12TH FL
NEW YORK,NY10016 		N/A PC For after-school programs 1,000

TIDES FOUNDATION

PO BOX 889389
LOS ANGELES,CA90088 		N/A PC Walk the Walk USA 205,000

TOMPKINS CORNERS CULTURAL CENTER INC

729 PEEKSKILL HOLLOW RD
PUTNAM VALLEY,NY10579 		N/A PC General & Unrestricted 5,000

TRUST WOMEN FOUNDATION INC

5107 E KELLOGG DR
WICHITA,KS67218 		N/A PC General & Unrestricted 60,000

TRUSTEES OF TUFTS COLLEGE

80 GEORGE ST
MEDFORD,MA02155 		N/A PC New Entry Sustainable Farming Project: Food Hub 20,000

UNION SETTLEMENT ASSOC

237 E 104TH ST
NEW YORK,NY10029 		N/A PC General & Unrestricted 18,500

UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH

PO BOX 4227
NEW YORK,NY10261 		N/A PC Westchester Division 15,000

UNITED NEIGHBORHOOD HOUSES OF NEW YORK INC

45 BROADWAY 22ND FL
NEW YORK,NY10006 		N/A PC General & Unrestricted 27,500

UNITED PALESTINIAN APPEAL INC

1330 NEW HAMPSHIRE AVE NW STE 104
WASHINGTON,DC20036 		N/A PC General & Unrestricted 105,000

UNITED STATES FUND FOR UNICEF

125 MAIDEN LN
NEW YORK,NY10038 		N/A PC General & Unrestricted 40,000

UNITED WAY OF LARIMER COUNTY INC

525 W OAK ST STE 101
FORT COLLINS,CO80521 		N/A PC Reading Corp Program 22,000

UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION

2121 BERKELEY WAY RM 5302
BERKELEY,CA94720 		N/A PC General & Unrestricted 100,000

UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION

2121 BERKELEY WAY RM 5302
BERKELEY,CA94720 		N/A PC The Health Policy Advocacy Initiative SPH Center for Public Health Leadership & Practice 100,000

UNIVERSITY OF MAINE SCHOOL OF LAW FOUNDATION

300 FORE ST
PORTLAND,ME04101 		N/A PC Center for Youth Policy and Law 50,000

UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK

184 ELDRIDGE ST 3RD FL
NEW YORK,NY10002 		N/A PC General & Unrestricted 24,500

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

5 CHENELL DR STE 301
CONCORD,NH03301 		N/A PC SAARA Initiative at the Crimes against Children Research Center (CCRC) 230,500

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

5 CHENELL DR STE 301
CONCORD,NH03301 		N/A PC SAARA Initiative at the Crimes against Children Research Center (CCRC) 60,000

VOTINGWORKS

548 MARKET ST STE 53001
SAN FRANCISCO,CA94104 		N/A PC General & Unrestricted 100,000

WESTCHESTER LAND TRUST INC

403 HARRIS RD
BEDFORD HILLS,NY10507 		N/A PC General & Unrestricted 20,000

WESTCHESTER YOUTH ALLIANCE INC

210 ORCHARD RIDGE RD
CHAPPAQUA,NY10514 		N/A PC General & Unrestricted 10,000

WILDCOAST

2010 JIMMY DURANTE BLVD STE 230
DEL MAR,CA92014 		N/A PC General & Unrestricted 10,000

WILDLANDS TRUST INC

675 LONG POND RD
PLYMOUTH,MA02360 		N/A PC General & Unrestricted 5,000

WINCHESTER FIRST RESPONDERS FUND

4 LOCKELAND RD
WINCHESTER,MA01890 		N/A PC General & Unrestricted 3,500

WINCHESTER GOT LUNCH

16 LORENA RD
WINCHESTER,MA01890 		N/A PC General & Unrestricted 1,500

WINCHESTER HOSPITAL FOUNDATION INC

CO BILH TAX 529 MAIN ST 4TH FL
CHARLESTOWN,MA02129 		N/A PC Healthcare Heroes Fund 5,000

WNET

825 8TH AVENUE
NEW YORK,NY10019 		N/A PC General & Unrestricted 20,000

WOMENS LUNCH PLACE INC

PO BOX 170900
BOSTON,MA02117 		N/A PC General & Unrestricted 5,000

WORLD CENTRAL KITCHEN INCORPORATED

PO BOX 96538
WASHINGTON,DC20090 		N/A PC General & Unrestricted 25,000

WRIGHT LOCKE FARM CONSERVANCY INC

82 RIDGE ST
WINCHESTER,MA01890 		N/A PC General & Unrestricted 15,000

YESHIVA UNIVERSITY

2495 AMSTERDAM AVE
NEW YORK,NY10033 		N/A PC Ferkauf Graduate School Diversity Scholarship Fund 20,000

YOUTH REPRESENT INC

11 PARK PLACE STE 1512
NEW YORK,NY10007 		N/A PC General & Unrestricted 46,000
Total .................................right arrow 3a 8,186,501
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 ........... 		    14 254,810  
4 Dividends and interest from securities ....     14 854,518  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 11,516,762  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		    14 1,224,224  
bMANAGEMENT FEE REBATE     01 7,335  
cPFIC INCOME     14 153,500  
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   14,011,149  
13Total. Add line 12, columns (b), (d), and (e)..................
13
14,011,149
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
Louis and Anne Abrons Foundation Inc
EIN:
13-6061329
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2024 GeneralExplanationAttachment
Name:
Louis and Anne Abrons Foundation Inc
EIN:
13-6061329
Identifier Return Reference Explanation
990-PF 990-PF One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
Form 8865 form 8865 The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.

TY 2024 InvestmentsCorpBondsSchedule
Name:
Louis and Anne Abrons Foundation Inc
EIN:
13-6061329
Name of Bond End of Year Book Value End of Year Fair Market Value
FEDERAL HOME LOAN - 2.000% - 1 105,557 111,520
FEDL NATL MTG - 2.500% - 11/25 163,761 163,945
FEDL NATL MTG - 4.000% - 09/25 406,666 466,429
FHLMC REMIC SERIES 5352 - 6.50 112,806 113,569
GOVT NATL MTG - 3.500% - 04/20 98,305 89,443
GOVT NATL MTG - 4.500% - 09/20 404,598 428,427
GOVT NATL MTG ASSN - 2.500% - 136,612 131,488
GOVT NATL MTG ASSN SER - 2.500 397,309 394,748
REGAL COMMUNICATIONS - 10.000% 233,397  
UNIFORM MBS POOL - 3.000% - 09 192,053 190,641

TY 2024 InvestmentsCorpStockSchedule
Name:
Louis and Anne Abrons Foundation Inc
EIN:
13-6061329
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 310,115 373,376
ACCENTURE PLC 178,667 325,054
ADOBE SYSTEMS, INC 396,733 363,304
ADVANCED DRAINAGE SYSTEMS INC 175,926 175,481
AET AND D HOLD NON VOTING SHS    
AIRBNB 343,000 298,958
ALPHABET INC CL C 519,357 1,084,745
AMAZON COM 662,372 1,197,210
AMETEK INC 725,581 825,951
AMPHENOL CORPORATION 372,966 608,521
APPLE INC 415,629 456,516
ARCH CAPITAL GROUP LTD 215,071 209,450
AXALTA COATING SYSTEMS LTD 131,546 166,823
BANCORP INC 380,154 383,936
BANK OF AMERICA CORP 383,722 471,364
BAXTER INTERNATIONAL INC 561,391 405,324
BERKLEY W R CP 420,929 566,181
BERKSHIRE HATHAWAY INC. CLASS 364,148 503,141
CANADIAN PACIFIC RAILWAY LTD 631,201 591,697
COPART INC 383,465 461,645
CORNING INC 121,669 191,268
COSTAR GROUP, INC 139,067 136,952
DEVON ENERGY CORPORATION 345,190 235,656
DUN & BRADSTREET CORP 188,200 199,360
ELANCO ANIMAL HEALTH INCORPORA 458,056 459,575
ELI LILLY & CO 272,782 300,308
EPAM SYSTEMS INC 516,905 538,020
GARTNER INC 62,843 137,105
GOEHRING & ROZENCWAJG RE SOURC 3,943,519 3,702,257
GOOSEHEAD INSURANCE INC 134,078 348,358
GRACO INC 325,884 344,325
GRAPHIC PACKAGING CORP COM STK 339,666 426,412
HEICO CP CL A 647,250 871,413
HINGHAM INSTITUTION FOR SAVING 227,829 317,675
HUNT J B 488,131 461,977
IDEX CP 408,831 399,744
ISHARES S&P 500 INDEX FD 9,962,765 10,846,093
KINSALE CAPITAL GROUP INC 406,457 558,156
L3HARRIS TECHNOLOGIES 411,718 415,303
LINDE PLC COM 606,169 648,939
LIONS GATE ENTERTAINMENT CORP 427,798 373,725
MASTERCARD INC 302,331 488,657
MICRON TECHNOLOGY 395,694 462,880
MICROSOFT CORP 505,462 726,666
MOHAWK INDS INC 209,921 234,686
MSCI INC 300,283 337,806
NASDAQ OMX GROUP 322,691 410,130
NCR VOYIX CORPORATION 433,375 450,492
NETFLIX INC 183,048 451,008
NOVO NORDISK A S 155,879 138,492
OKTA INC 322,374 321,504
ORACLE CORP 454,713 495,421
PAYCOM SOFTWARE 154,146 171,150
PAYLOCITY CORP 330,930 410,310
PENN NATIONAL GAMING 382,847 432,076
PINTEREST INC 446,402 417,600
RBC BEARINGS INCORPORATED 673,148 855,540
RLI CORP 683,937 839,809
SENSATA TECHNOLOGIES HOLDINGS 367,946 258,245
SERVICE NOW 235,501 481,294
SHOPIFY INC 303,559 467,746
SIMPSON MANUFACTURING CO INC 267,204 321,710
SS&C TECHNOLOGIES INC 283,424 388,373
TECNOGLASS INC 276,201 418,016
TELEDYNE TECH INC 862,356 965,389
THE ENSIGN GROUP, INC 260,968 382,238
THERMO FISHER SCIENTIFIC INC 403,190 370,404
TOPGOLF CALLAWAY BRANDS CORP 428,247 226,958
ULTRA CLEAN HOLDINGS, INC 186,726 188,738
UNITEDHEALTH GROUP INC 129,683 166,934
VISA INC 364,452 555,598
WALT DISNEY HOLDINGS CO 499,278 545,615
WILLSCOT MOBILE MINI CL A 96,788 82,053
WORKDAY INC 249,844 279,705
XOMETRY INC 101,680 257,154
ZIMMER BIOMET HOLDINGS 491,341 467,413
ZOETIS INC 327,148 341,990

TY 2024 InvestmentsGovtObligationsSch
Name:
Louis and Anne Abrons Foundation Inc
EIN:
13-6061329
US Government Securities - End of Year Book Value:

4,972,893
US Government Securities - End of Year Fair Market Value:

5,104,057
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2024 InvestmentsOtherSchedule2
Name:
Louis and Anne Abrons Foundation Inc
EIN:
13-6061329
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AIR U.S. LIFE FUND IV, L.P   2,916,637 3,258,095
ASM CONNAUGHT HOUSE FUND III,   1,992,364 2,715,435
BOND CAPITAL FUND, LP   1,239,476 2,188,137
BOND II, L.P   2,075,796 2,030,187
BOND III, L.P.   549,261 591,922
COLCHIS INCOME FUND, LTD     168,515
COURAGE MUSIC PARTNERS III, L.   30,475 22,633
COURAGE MUSIC ROYALTY FUND, L.   1,154,212 2,798,428
DALTON INVESTMENTS TRUST SERIE   3,637,034 5,089,704
DG VALUE PARTNERS II OFFSHORE   3,000,000 3,298,466
FORESITE CAPITAL FUND V, L.P   623,557 668,223
FORESITE CAPITAL FUND VI, LP   474,281 576,592
FORESITE CAPITAL OPPORTUNITY F   160,554 163,718
FUNDSMITH SUSTAINABLE EQUITY F   4,323,289 6,405,340
GQG PARTNERS INT'L EQUITY FD L   4,670,014 5,272,238
INDIA ACORN FUND (CAYMAN) LTD   2,162,432 5,714,287
INDIA ACORN FUND (CAYMAN) LTD   140,214 369,155
INNOVATION ENDEAVORS IV LP   945,463 1,035,634
LIGHTHOUSE INDIA FUND III, LIM   1,628,333 2,607,602
LIGHTHOUSE INDIA FUND IV, LIMI   590,562 632,105
MGG SF EVERGREEN UNLEVERED FUN   5,820,759 5,717,398
NOAL SCSP (FKA NOVALPINA CPTL   1,860,174 1,110,984
NOVALIS LIFESCIENCES INVESTMEN   1,037,368 949,679
ORCHARD LIQUID CREDIT FUND - 1   3,154,550 2,508,580
THE OVERLOOK PARTNERS FUND L.P   3,243,299 3,738,733
THIRD POINT OFFSHORE FUND, LTD   1,909,510 3,544,858
THIRD POINT STRUCTURED CREDIT   5,500,000 6,774,370
WARBURG PINCUS GG XIV (E&P)-2,   41,076 46,127
WARBURG PINCUS GLOBAL GROWTH (   95,057 105,698
WARBURG PINCUS GLOBAL GROWTH X   525,927 772,113
WARBURG PINCUS GLOBAL GROWTH,   1,135,703 2,012,684
WARBURG PINCUS PRIVATE EQUITY   149,665 48,913
WARBURG PINCUS PRIVATE EQUITY   34,953 46,075
WARBURG PINCUS PRIVATE EQUITY   167  
WARBURG PINCUS PRIVATE EQUITY   949,156 1,634,819
WARBURG PINCUS XII CALLISTO (C   515,209 1,921,831
WCM FOCUSED INTERNATIONAL OPPO   1,455,087 1,547,761
WF ASIAN SMALLER COMPANIES FUN   500,000 417,341
WF ASIAN SMALLER COMPANIES FUN   500,000 606,241
WF ASIAN SMALLER COMPANIES FUN   3,170,896 2,431,896
WHITEHAWK IV ONSHORE FUND, L.P   916,699 953,517
WP GG EUROPA (CAYMAN-B), L.P -   539,834 1,569,437
WP GG XIV CALLISTO (CAYMAN-A),   164,293 333,403
YORK CREDIT OPP UNIT TRUST - 1   46,064 72,605
YORK DISTRESSED ASSET FUND III   1,767,294 1,817,436
YORK DISTRESSED ASSET FUND IV   2,632,711 3,359,199
YORK EUROPEAN DISTRESSED CREDI   7,979 537,005

TY 2024 LegalFeesSchedule
Name:
Louis and Anne Abrons Foundation Inc
EIN:
13-6061329
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
General Consultations 2,460     2,460


TY 2024 OtherExpensesSchedule
Name:
Louis and Anne Abrons Foundation Inc
EIN:
13-6061329
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 98,684     98,684
Bank Charges 6,100 6,100    
Foundation Dues & Memberships 830     830
Indemnification Insurance 2,250     2,250
K-1 Exp AIR U.S. LIFE FUND IV, 193,815 193,815    
K-1 Exp BOND CAPITAL FUND, LP 31,954 31,954    
K-1 Exp BOND II, L.P 51,095 51,095    
K-1 Exp BOND III, L.P. 29,061 29,061    
K-1 Exp COURAGE MUSIC PARTNERS 9,447 9,447    
K-1 Exp COURAGE MUSIC ROYALTY 290,150 290,142    
K-1 Exp DALTON INVESTMENTS TRU 82,617 82,617    
K-1 Exp ECHO STREET GOODCO SEL 5 5    
K-1 Exp FORESITE CAPITAL FUND 15,152 15,152    
K-1 Exp FORESITE CAPITAL FUND 19,107 19,107    
K-1 Exp FORESITE CAPITAL OPPOR 1,373 1,373    
K-1 Exp FUNDSMITH EQUITY FUND, 34,816 34,816    
K-1 Exp FUNDSMITH SUSTAINABLE 34,722 34,722    
K-1 Exp GQG PARTNERS INT'L EQU 68,623 68,623    
K-1 Exp INNOVATION ENDEAVORS I 36,814 36,814    
K-1 Exp LIGHTHOUSE INDIA FUND 150,551 150,551    
K-1 Exp LIGHTHOUSE INDIA FUND 35,193 35,193    
K-1 Exp NEW GENERATION TURNAOU 1,106 1,106    
K-1 Exp NOAL SCSP (FKA NOVALPI 109,642 109,642    
K-1 Exp NOVALIS LIFESCIENCES I 34,061 34,061    
K-1 Exp THE OVERLOOK PARTNERS 47,559 47,559    
K-1 Exp WARBURG PINCUS GG XIV 331 331    
K-1 Exp WARBURG PINCUS GLOBAL 580 580    
K-1 Exp WARBURG PINCUS GLOBAL 35,730 35,728    
K-1 Exp WARBURG PINCUS GLOBAL 32,265 32,259    
K-1 Exp WARBURG PINCUS PRIVATE 152 152    
K-1 Exp WARBURG PINCUS PRIVATE 82 82    
K-1 Exp WARBURG PINCUS PRIVATE 4 4    
K-1 Exp WARBURG PINCUS PRIVATE 23,542 23,535    
K-1 Exp WCM FOCUSED INTERNATIO 8,937 7,955    
Registered Agent Fee 135     135
State or Local Filing Fees 1,500     1,500
Website Hosting/Support 46     46


TY 2024 OtherIncomeSchedule2
Name:
Louis and Anne Abrons Foundation Inc
EIN:
13-6061329
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss AIR U.S. LIFE FUND IV, L.P 225 225  
K-1 Inc/Loss BOND CAPITAL FUND, LP 1,067 1,067  
K-1 Inc/Loss BOND II, L.P 2,177 2,177  
K-1 Inc/Loss BOND III, L.P. 7 7  
K-1 Inc/Loss COURAGE MUSIC ROYALTY FUND, L.P 267,876 267,876  
K-1 Inc/Loss DALTON INVESTMENTS TRUST SERIES B 73,777 73,777  
K-1 Inc/Loss ECHO STREET GOODCO SELECT II LP 15,679 15,679  
K-1 Inc/Loss FORESITE CAPITAL FUND V, L.P 1,007 1,007  
K-1 Inc/Loss FORESITE CAPITAL FUND VI, LP 148 148  
K-1 Inc/Loss FORESITE CAPITAL OPPORTUNITY FUND V, 45 45  
K-1 Inc/Loss FUNDSMITH EQUITY FUND, L.P 71,245 71,245  
K-1 Inc/Loss FUNDSMITH SUSTAINABLE EQUITY FUND L. 47,453 47,453  
K-1 Inc/Loss GQG PARTNERS INT'L EQUITY FD LLC 194,494 194,494  
K-1 Inc/Loss INNOVATION ENDEAVORS IV LP 1,724 1,724  
K-1 Inc/Loss LIGHTHOUSE INDIA FUND III, LIMITED 423 423  
K-1 Inc/Loss LIGHTHOUSE INDIA FUND IV, LIMITED 892 892  
K-1 Inc/Loss MGG SF EVERGREEN UNLEVERED FUND LP 302,737 302,737  
K-1 Inc/Loss NEW GENERATION TURNAOUND FUND (DELAW 2,843 2,843  
K-1 Inc/Loss NOAL SCSP (FKA NOVALPINA CPTL PTNS I 1,242 1,242  
K-1 Inc/Loss NOVALIS LIFESCIENCES INVESTMENTS II, 3,322 3,322  
K-1 Inc/Loss THE OVERLOOK PARTNERS FUND L.P 88,937 88,937  
K-1 Inc/Loss WARBURG PINCUS GG XIV (E&P)-2, L.P 2,018 2,018  
K-1 Inc/Loss WARBURG PINCUS GLOBAL GROWTH (E&P)-2 169 169  
K-1 Inc/Loss WARBURG PINCUS GLOBAL GROWTH XIV, L. 7,627 7,627  
K-1 Inc/Loss WARBURG PINCUS GLOBAL GROWTH, LP 52,110 52,110  
K-1 Inc/Loss WARBURG PINCUS PRIVATE EQUITY (E&P) 2,171 2,171  
K-1 Inc/Loss WARBURG PINCUS PRIVATE EQUITY (E&P) 2,040 2,040  
K-1 Inc/Loss WARBURG PINCUS PRIVATE EQUITY XII (I 1 1  
K-1 Inc/Loss WARBURG PINCUS PRIVATE EQUITY XII, L 1,778 1,778  
K-1 Inc/Loss WCM FOCUSED INTERNATIONAL OPPORTUNIT 29,480 29,480  
K-1 Inc/Loss WHITEHAWK IV ONSHORE FUND, L.P 49,510 49,510  
Management Fee Rebate 7,335 7,335  
PFIC INCOME 153,500 153,500  


TY 2024 OtherIncreasesSchedule
Name:
Louis and Anne Abrons Foundation Inc
EIN:
13-6061329
Description Amount
RETURNED GRANT 1,000


TY 2024 OtherProfessionalFeesSchedule
Name:
Louis and Anne Abrons Foundation Inc
EIN:
13-6061329
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 999,017 999,017    
Philanthropic Consulting Srvcs 129,536     129,536


TY 2024 TaxesSchedule
Name:
Louis and Anne Abrons Foundation Inc
EIN:
13-6061329
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 163,700      
Foreign Tax Paid 4,321 4,321