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
AGT HEALY FOUNDATION NM MD & FL 058704-000
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 70
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, DE19899
A Employer identification number

03-0466977
B Telephone number (see instructions)

(302) 651-1942
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$39,609,740J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 798,958 788,092  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 771,340
b Gross sales price for all assets on line 6a 5,122,969
7 Capital gain net income (from Part IV, line 2)... 771,340
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,570,298 1,559,432  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,500 0 0 1,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
217,355 217,355   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
43,729 27,729   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,088 1,088    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 263,672 246,172 0 1,500
25 Contributions, gifts, grants paid....... 1,659,400 1,659,400
26 Total expenses and disbursements. Add lines 24 and 25 1,923,072 246,172 0 1,660,900
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -352,774
b Net investment income (if negative, enter -0-) 1,313,260
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............. 1,868    
2 Savings and temporary cash investments......... 1,605,781 768,295 768,295
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 25,860,242 Click to see attachment
List of Attached Documents:
// Content
26,297,883 		38,841,445
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
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) 27,467,891 27,066,178 39,609,740
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........ 27,467,891 27,066,178
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 27,467,891 27,066,178
30 Total liabilities and net assets/fund balances (see instructions). 27,467,891 27,066,178
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
27,467,891
2
Enter amount from Part I, line 27a .....................
2
-352,774
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
8,720
4
Add lines 1, 2, and 3 ..........................
4
27,123,837
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
57,659
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
27,066,178
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 . CLASS ACTION LITIGATION     2024-04-18
b . CLASS ACTION LITIGATION     2024-12-05
c . CLASS ACTION LITIGATION     2024-12-30
d 956. ABBOTT LABORATORIES COMMON ~   2023-02-23 2024-03-21
e 63. ADOBE SYSTEMS INCORPORATED   2019-05-28 2024-04-25
126. ALBANY INTL CORP-CL A   2022-11-15 2024-10-22
78. ALBANY INTL CORP-CL A   2022-11-15 2024-10-29
56. ALBANY INTL CORP-CL A     2024-11-21
858. AMAZON.COM INCORPORATED   2023-02-23 2024-08-05
455. AMERICAN TOWER CORP CL A   2023-02-23 2024-08-05
165. AMPHENOL CORP NEW CL A   2023-02-23 2024-01-23
1874. AMPHENOL CORP NEW CL A   2023-02-23 2024-08-05
923. AUTODESK COM   2022-05-25 2024-09-23
454. AUTOMATIC DATA PROCESSING INC     2024-08-05
339. BANK OZK   2022-11-15 2024-04-23
272. BANK OZK   2022-11-15 2024-06-11
382. BANK OZK   2022-11-15 2024-06-17
300. BERKSHIRE HATHAWAY INC DEL CL B   2020-04-14 2024-07-10
287. BLACKSTONE INC   2022-02-22 2024-07-19
3500. BRISTOL MYERS SQUIBB COMPANY   2019-11-20 2024-07-10
119. CDW CORP   2023-02-23 2024-02-13
452. CDW CORP   2023-02-23 2024-08-05
32. CABLE ONE INC     2024-08-19
330. COTERRA ENERGY INC   2022-11-15 2024-01-30
773. COTERRA ENERGY INC   2019-11-18 2024-04-25
668. CATHAY GENERAL BANCORP   2022-11-15 2024-03-19
9. COMFORT SYSTEMS USA INCORPORATED   2022-11-15 2024-03-12
17. COMFORT SYSTEMS USA INCORPORATED   2022-11-15 2024-04-12
.1 COMMERCE BANCSHARES INC   2019-10-17 2024-12-31
.3758 CONCENTRA GROUP HOLDINGS PARENT INC   2022-11-15 2024-12-09
97. CONSTELLATION BRANDS INC CL A     2024-08-05
361. CONSTELLATION BRANDS INC CL A   2023-02-23 2024-08-05
261. COOPER COMPANIES INC   2024-03-04 2024-08-05
832. COOPER COMPANIES INC   2023-02-23 2024-08-05
143. CRANE NXT, CO.   2022-11-15 2024-10-22
419. CROWN CASTLE INC. REIT   2021-03-22 2024-04-25
682. CROWN CASTLE INC. REIT     2024-04-26
183. DENTSPLY SIRONA INC     2024-11-08
597. DENTSPLY SIRONA INC     2024-11-08
41. DIAMONDBACK ENERGY INC   2022-11-15 2024-02-15
26. DIAMONDBACK ENERGY INC   2022-11-15 2024-07-16
27. DIAMONDBACK ENERGY INC   2022-11-15 2024-08-07
32. DIAMONDBACK ENERGY INC   2022-11-15 2024-09-30
72. DIAMONDBACK ENERGY INC     2024-12-05
2000. WALT DISNEY CO COM   2012-02-28 2024-07-10
238. EAST WEST BANCORP INC   2022-11-15 2024-04-23
29. EASTGROUP PROPERTIES INCORPORATED   2022-11-15 2024-04-15
36. EASTGROUP PROPERTIES INCORPORATED   2022-11-15 2024-11-08
314. ECOLAB INCORPORATED     2024-08-05
195. ESSENTIAL PROPERTIES REALTY REIT   2023-01-19 2024-04-26
37. FAIR ISAAC INC   2024-03-27 2024-08-05
78. FNF GROUP   2022-11-15 2024-02-15
104. FNF GROUP   2022-11-15 2024-06-18
129. H B FULLER COMPANY   2022-11-15 2024-10-22
113. H B FULLER COMPANY   2022-11-15 2024-11-01
144. GARTNER INC     2024-08-05
57. GRAIL INC     2024-06-27
41. HAMILTON LANE INC CL A   2022-11-15 2024-08-23
30. IDACORP INC   2022-11-15 2024-03-20
342. ILLUMINA INC     2024-08-05
228. INTERPUBLIC GROUP COS INC COM     2024-12-10
28. IQVIA HOLDINGS INC   2023-02-23 2024-06-24
591. IQVIA HOLDINGS INC     2024-08-05
1865. ISHARES CORE S&P MID-CAP ETF     2024-02-01
164. JEFFERIES FINANCIAL GROUP INC     2024-06-05
13. KINSALE CAPITAL GROUP INC   2022-11-15 2024-04-12
36. LEIDOS HOLDINGS, INC   2022-11-15 2024-10-31
26. LINCOLN ELECTRIC HLDGS   2022-11-15 2024-07-18
49. MDC HOLDINGS INC   2022-11-15 2024-01-19
325. MDC HOLDINGS INC   2022-11-15 2024-01-22
57. MDC HOLDINGS INC   2022-11-15 2024-02-15
117. MDC HOLDINGS INC   2022-11-15 2024-04-12
191. MDC HOLDINGS INC   2022-11-15 2024-04-19
60. MKS INC     2024-02-15
90. MARTIN MARIETTA MATERIALS INC   2019-05-28 2024-07-19
52. MARTIN MARIETTA MATERIALS INC   2019-05-28 2024-07-22
187. MASTERCARD INC CL A   2023-02-23 2024-08-05
12. MASTERCARD INC CL A   2023-02-23 2024-11-06
53. MICROSOFT CORP COMMON   2023-02-23 2024-02-06
158. MICROSOFT CORP COMMON   2019-05-28 2024-07-19
56. MICROSOFT CORP COMMON   2023-02-23 2024-08-05
152. MIDDLEBY CORPORATION   2024-08-05 2024-11-05
6. MONOLITHIC POWER SYSTEMS INC   2022-11-15 2024-02-09
2. MONOLITHIC POWER SYSTEMS INC   2022-11-15 2024-02-12
30. MONOLITHIC POWER SYSTEMS INC   2022-11-15 2024-07-18
17. MORNINGSTAR INC   2022-11-15 2024-04-22
26. MORNINGSTAR INC   2022-11-15 2024-05-20
796. NIKE INC CL B   2023-02-23 2024-05-16
13. NORDSON CORPORATION   2022-11-15 2024-03-12
947. ORGANON & CO     2024-08-23
50. PAPA JOHNS INTERNATIONAL INC   2022-11-15 2024-04-22
171. PAPA JOHNS INTERNATIONAL INC   2022-11-15 2024-05-20
324. PHILLIPS 66   2019-05-28 2024-01-03
314. PHILLIPS 66   2019-05-28 2024-01-04
48. RAYMOND JAMES FINANCIAL INC   2022-11-15 2024-03-12
118. ROPER INDUSTRIES INCORPORATED NEW     2024-08-05
1885. CHARLES SCHWAB CO.     2024-08-05
146. SELECT MEDICAL HOLDINGS CORP   2022-11-15 2024-06-05
1222. STERICYCLE INC COM   2023-02-23 2024-06-03
796. SYSCO CORP COMMON   2022-11-29 2024-01-26
1017. SYSCO CORP COMMON   2022-11-29 2024-01-29
286. TJX COMPANIES INCORPORATED   2023-02-23 2024-05-23
43. TARGA RESOURCES CORP   2022-11-15 2024-06-05
39. TARGA RESOURCES CORP     2024-10-17
124. TERRENO REALTY CORP   2022-11-15 2024-04-26
5548.24 VIRTUS KAR SMALL-CAP GROWTH I     2024-06-27
11129.504 VIRTUS KAR SMALL-CAP GROWTH I     2024-06-27
26. WD 40 CO COM   2022-11-15 2024-04-23
14. WILLIAM SONOMA INC COM   2023-02-02 2024-03-12
41. WILLIAM SONOMA INC COM   2023-02-02 2024-03-14
18. WILLIAM SONOMA INC COM   2023-02-02 2024-03-25
125. ZOETIS INC   2024-04-04 2024-08-05
429. ZOETIS INC   2023-02-23 2024-08-05
49. ASSURED GUARANTY LTD   2022-11-15 2024-02-15
33. ASSURED GUARANTY LTD   2022-11-15 2024-03-12
86. ASSURED GUARANTY LTD   2022-11-15 2024-09-30
404. EATON CORP PLC     2024-08-05
854. APTIV PLC     2024-08-05
74. NVENT ELECTRIC PLC   2022-11-15 2024-12-05
16. STERIS PLC     2024-03-12
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 103     103
b 309     309
c 58     58
d 106,542   98,729 7,813
e 29,544   17,663 11,881
9,103   13,005 -3,902
5,599   8,051 -2,452
4,711   5,618 -907
137,895   82,456 55,439
104,114   92,185 11,929
16,119   12,834 3,285
109,470   72,882 36,588
247,034   168,585 78,449
117,005   101,636 15,369
15,524   16,320 -796
10,210   13,095 -2,885
14,322   18,390 -4,068
123,554   57,953 65,601
40,200   34,180 6,020
142,922   195,650 -52,728
28,244   24,494 3,750
93,503   93,036 467
11,875   22,988 -11,113
8,199   9,139 -940
21,917   13,879 8,038
24,722   31,431 -6,709
2,661   1,101 1,560
5,238   2,079 3,159
6   5 1
8   5 3
23,098   24,251 -1,153
85,964   80,366 5,598
23,800   27,051 -3,251
75,870   71,280 4,590
7,897   5,284 2,613
39,282   67,301 -28,019
64,063   104,540 -40,477
3,254   5,950 -2,696
10,616   18,913 -8,297
6,992   6,734 258
5,448   4,271 1,177
5,220   4,435 785
5,479   5,256 223
12,423   11,451 972
192,869   83,520 109,349
17,968   17,393 575
4,992   4,604 388
6,291   5,715 576
72,932   76,367 -3,435
5,015   4,749 266
58,190   47,566 10,624
4,078   3,219 859
5,081   4,292 789
9,717   9,858 -141
8,255   8,635 -380
66,093   56,715 9,378
886   1,995 -1,109
6,168   3,079 3,089
2,710   3,096 -386
39,419   68,248 -28,829
7,004   8,202 -1,198
6,081   5,958 123
138,516   124,092 14,424
507,569   340,577 166,992
7,455   7,729 -274
5,867   3,784 2,083
6,575   3,748 2,827
5,421   3,840 1,581
3,077   1,581 1,496
20,375   10,486 9,889
3,547   1,839 1,708
7,357   3,775 3,582
12,033   6,163 5,870
7,331   5,514 1,817
50,147   19,037 31,110
29,390   10,999 18,391
82,378   66,755 15,623
6,249   4,284 1,965
21,444   13,534 7,910
69,350   20,150 49,200
22,093   14,300 7,793
20,553   20,915 -362
4,478   2,436 2,042
1,505   812 693
24,489   12,182 12,307
5,072   4,190 882
7,779   6,408 1,371
73,588   96,016 -22,428
3,409   3,115 294
20,941   23,353 -2,412
3,178   4,384 -1,206
8,448   14,994 -6,546
43,522   26,916 16,606
42,866   26,085 16,781
5,721   5,923 -202
61,025   64,284 -3,259
117,255   149,817 -32,562
5,047   3,622 1,425
72,263   63,584 8,679
60,059   68,535 -8,476
76,329   87,562 -11,233
28,652   22,277 6,375
5,055   3,151 1,904
6,359   2,887 3,472
6,727   7,241 -514
176,822   179,626 -2,804
354,697   440,071 -85,374
5,887   4,491 1,396
3,336   1,984 1,352
11,856   5,809 6,047
5,651   2,550 3,101
21,903   21,009 894
75,173   71,820 3,353
4,150   2,952 1,198
2,954   1,988 966
6,830   5,181 1,649
109,729   68,571 41,158
58,513   99,278 -40,765
5,746   2,902 2,844
3,728   2,838 890
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
      251,634
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       103
b       309
c       58
d       7,813
e       11,881
      -3,902
      -2,452
      -907
      55,439
      11,929
      3,285
      36,588
      78,449
      15,369
      -796
      -2,885
      -4,068
      65,601
      6,020
      -52,728
      3,750
      467
      -11,113
      -940
      8,038
      -6,709
      1,560
      3,159
      1
      3
      -1,153
      5,598
      -3,251
      4,590
      2,613
      -28,019
      -40,477
      -2,696
      -8,297
      258
      1,177
      785
      223
      972
      109,349
      575
      388
      576
      -3,435
      266
      10,624
      859
      789
      -141
      -380
      9,378
      -1,109
      3,089
      -386
      -28,829
      -1,198
      123
      14,424
      166,992
      -274
      2,083
      2,827
      1,581
      1,496
      9,889
      1,708
      3,582
      5,870
      1,817
      31,110
      18,391
      15,623
      1,965
      7,910
      49,200
      7,793
      -362
      2,042
      693
      12,307
      882
      1,371
      -22,428
      294
      -2,412
      -1,206
      -6,546
      16,606
      16,781
      -202
      -3,259
      -32,562
      1,425
      8,679
      -8,476
      -11,233
      6,375
      1,904
      3,472
      -514
      -2,804
      -85,374
      1,396
      1,352
      6,047
      3,101
      894
      3,353
      1,198
      966
      1,649
      41,158
      -40,765
      2,844
      890
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 771,340
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 18,254
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 18,254
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 18,254
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 16,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,254
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,254
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  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMD
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 arrowWILMINGTON TRUST COMPANY Telephone no.right arrow (302) 651-1942

Located atright arrowPO BOX 70WILMINGTONDE ZIP+4right arrow19899
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
WILMINGTON TRUST COMPANY ADVISOR
2 		0    
PO BOX 70
WILMINGTON,DE19899
EDMUND HEALY DIRECTOR
2 		0    
PO BOX 760
TAOS,NM87571
LAURA HEALY HOFFMAN DIRECTOR
2 		0    
PO BOX 60903
POTOMAC,MD20859
E ANDRUS HEALY DIRECTOR
2 		0    
PO BOX 1391
PONTE VEDRA BEACH,FL32004
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
38,411,196
b
Average of monthly cash balances.......................
1b
1,005,612
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
39,416,808
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
39,416,808
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
591,252
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
38,825,556
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,941,278
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,941,278
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
18,254
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
18,254
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,923,024
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,923,024
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,923,024
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
1,660,900
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
1,660,900
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,923,024
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,658,097
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,660,900
a Applied to 2023, but not more than line 2a 1,658,097
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 2,803
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		1,920,221
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
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

CHESAPEAKE WILDLIFE HERITAGE

MR NED GERBER DIRECTOR
EASTON,MD21601 		NONE PC GENERAL SUPPORT 90,000

POTOMAC CONSERVANCY

8403 COLESVILLE ROAD
SILVER SPRING,MD20910 		NONE PC GENERAL SUPPORT 40,000

DELMARVA NESTING

C/O MIKE RAJACICH DIRECTOR
EASTON,MD21601 		NONE PC GENERAL SUPPORT 10,000

HEROES INC

1200 29TH STREET NW
WASHINGTON,DC20007 		NONE PC GENERAL SUPPORT 20,000

LANDON SCHOOL

PETER GALLO DEVELOPMENT DIRECTOR
BETHESDA,MD20817 		NONE PC GENERAL SUPPORT 50,000

DONA ANA COUNTY FAIR

KENTON MARTIN BOARD SECRETARY
LAS CRUCES,NM88007 		NONE PC GENERAL SUPPORT 10,000

NEW MEXICO RODEO ASSOCIATION

LANCE TOLBERT
MINEOLA,TX75773 		NONE PC GENERAL SUPPORT 50,000

ENCHANTMENT LEGACY INC

LINDA RILEY WARREN
ESTANCIA,NM870160697 		NONE PC GENERAL SUPPORT 15,000

EASTERN NEW MEXICO UNIVERSITY

DUANE W RYAN
PORTALES,NM88130 		NONE PC GENERAL SUPPORT 15,000

PENASCO VALLEY HIST PRES SOCIETY

ALFREDO ROMERO PRESIDENT
PENASCO,NM87553 		NONE PC GENERAL SUPPORT 100,000

NM BUREAU OF GEOLOGY & MINERAL RES

STACY TIMMONS NELIA DUNBAR
SOCORRO,NM878014796 		NONE PC GENERAL SUPPORT 215,000

SAVORY INSTITUTE

DANIELA IBARRA-HOWE
BOULDER,CO80302 		NONE PC GENERAL SUPPORT 200,000

TAOS COUNTY FAIR BOARD ASSOCIATION

JULIE KAY VIGIL-ROMERO PRESIDENT
TAOS,NM87571 		NONE PC GENERAL SUPPORT 20,000

THE JACKSONVILLE JAGUARS FOUNDATION

CHRIS SUTTON MANAGER
JACKSONVILLE,FL322021928 		NONE PC GENERAL SUPPORT 15,000

VOLUNTEER LIFE SAVING CORP

CODY WRIGHT
JACKSONVILLE,FL32250 		NONE PC GENERAL SUPPORT 5,000

TEACH FOR AMERICA JACKSONVILLE

MATT MINNICK MANAGING DIRECTOR
JACKSONVILLE,FL32202 		NONE PC GENERAL SUPPORT 15,000

KRISTI HOUSE

NATALIE BROWN DEVELOPMENT DIRECTOR
MIAMI,FL33136 		NONE PC GENERAL SUPPORT 10,000

NORTH FLORIDA LAND TRUST

LEE ANDERSON LOUY
JACKSONVILLE,FL32202 		NONE PC GENERAL SUPPORT 25,000

ST JOHNS RIVERKEEPER

JIMMY ORTH EXECUTIVE DIRECTOR
JACKSONVILLE,FL32211 		NONE PC GENERAL SUPPORT 15,000

SOUTHERN LEGAL COUNSEL

JODI SIEGEL EXECUTIVE DIRECTOR
GAINESVILLE,FL326014113 		NONE PC GENERAL SUPPORT 5,000

JACKSONVILLE UNIVERSITY

LESLIE REDD VICE PRESIDENT
JACKSONVILLE,FL32211 		NONE PC GENERAL SUPPORT 80,000

PACE INC

MARY MARX PRESIDENT AND CEO
JACKSONVILLE,FL32256 		NONE PC GENERAL SUPPORT 100,000

JACKSONVILLE ZOO AND GARDENS

BRUCE WILLIAMS DEVELOPMENT OFFICER
JACKSONVILLE,FL32218 		NONE PC GENERAL SUPPORT 10,000

UNM HONORS COLLEGE

RYAN SWANSON CHAIR
ALBUQUERQUE,NM87131 		NONE PC GENERAL SUPPORT 10,000

BAYWATER ANIMAL RESCUE

TOM DIVILLIO PRESIDENT
CAMBRIDGE,MD21613 		NONE PC GENERAL SUPPORT 20,000

ECHO HILL OUTDOOR SCHOOL

PETER RICE EXECUTIVE DIRECTOR
WORTON,MD21678 		NONE PC GENERAL SUPPORT 10,000

ECHO HILL CAMPERSHIP FUND

PO BOX 5923
BETHESDA,MD20824 		NONE PC GENERAL SUPPORT 5,000

WILDERNESS LEADERSHIP AND LEARNING
STEOHEN H ABRAHAM PRESIDENT
1758 PARK ROAD NW
WASHINGTON,DC20010 		NONE PC GENERAL SUPPORT 25,000

10X YOUTH SHOOTING CLUB
TRAVIS BROWN PRESIDENT
1585 TRAILS END ROAD
LAS CRUCES,NM88007 		NONE PC GENERAL SUPPORT 10,000

TAOS COUNTY SENIOR ATHLETIC GROUP
RUFINA B MARTINEZ MEMBER
601 LOVATO PLACE
TAOS,NM87571 		NONE PC GENERAL SUPPORT 3,000

HORSIN AROUNG THERAOUTIC FACILITY
ROBIN THOMAS EXECUTIVE DIRECTOR
1341 VALLE VISTA COURT NW
LOS LUNAS,NM87031 		NONE PC GENERAL SUPPORT 50,000

MAUI YOUTH RODEO ORGANIZATION
MAILE J MASADA BOARD OF DIRECTORS
PO BOX 390
KULA,HI96790 		NONE PC GENERAL SUPPORT 15,000

THE TAOS COUNTY SHERIFF S POSSE
MERLINDA JAMES SECRETARY
PO BOX 1531
TAOS,NM87571 		NONE PC GENERAL SUPPORT 12,000

MANZANO DAY SCHOOL
CATHY HUBBARD HEAD OF SCHOOL
1801 CENTRAL AVENUE NW
ALBUQUERQUE,NM87104 		NONE PC CHARITABLE 20,500

BEACHES SEA TURTLE PATROL

ATTN JENNIFER BURNS PRESIDENT
JACKSONVILLE BEACH,FL32240 		NONE PC GENERAL SUPPORT 10,000

COWBOYS FOR CANCER RESEARCH INC
JOE DELK PRESIDENT
PO BOX 202
DONA ANA,NM88032 		NONE PC GENERAL SUPPORT 10,000

NMSU TAOS COUNTY 4-H
MONICA GONZALES-WILDER 4-H PROGRAM
202 CHAMISA ROAD STE B
TAOS,NM87571 		NONE PC GENERAL SUPPORT 8,000

NEIGHBORHOOD SERVICE CENTER
MARILYN M NEAL DIRECTOR
126 PORT STREET
EASTON,MD21601 		NONE PC GENERAL SUPPORT 25,000

SOUTHERN NM STATE FAIR & RODEO
TRAVIS BROWN EXECUTIVE DIRECTOR
PO BOX 1145
LAS CRUCES,NM88004 		NONE PC GENERAL SUPPORT 18,000

FESTIVALS OF ALOHA INC
DARYL FUJIWARA PRESIDENT & DIRECTOR
125 PONIU CIRCLE
WAILUKU,HI96793 		NONE PF GENERAL 15,000

UNF FOUNDATION
UNIVERSITY OF NORTH FLORIDA
ATTN TERESA NICHOLS EXEC DIRECTOR
JACKSONVILLE,FL32224 		NONE PF GENERAL 10,000

LATIR VOLUNTEER FIRE DEPARTMENT
ATTN TYLER ESHLEMAN
HC81 BOX 644
QUESTA,NM87556 		NONE PF GENERAL 46,000

SOMOS
ATTN JAN SMITH
108 CIVIC PLAZA DRIVE
TAOS,NM87571 		NONE PF GENERAL 40,000

NEW ENERGY ECONOMY
ATTN MARIEL NANASI
300 EAST MARCY STREET
SANTA FE,NM87501 		NONE PF GENERAL 20,000

TAOS FEEDS TAOS INC
ATTN FRANCIS CORDOVA
PO BOX 234
TAOS,NM87571 		NONE PF GENERAL 10,000

THE PASEO PROJECT
ATTN CONTESSA TRUJILLO
PO BOX 1075
TAOS,NM87571 		NONE PF GENERAL 5,000

NEW MEXICO SOUTHWEST JUNIOR RODEO ASSN
ATTN WES MCCONNEL
202 UTAH STREET
BLOOMFIELD,NM87413 		NONE PF GENERAL 5,000

COMMON GROUND COLLECTIVE
ATTN JENNIFER KARACA
PO BOX 1051
HAIKU,HI96708 		NONE PF GENERAL 75,000

PLAYERS PHILANTHROPY FUND
ATTN PAIGE DEPONTE
1122 KENILWORTH DRIVE
TOWSON,MD21204 		NONE PF GENERAL 10,000

SOS SINK OR SWIM

PO BOX 381
ST MICHAELS,MD21663 		NONE PF GENERAL 5,000

OPERATION PHOENIX OUTDOORS
CHRIS EGBERT FOUNDER
113 GARRETT DR
CLOVIS,NM88101 		NONE PF GENERAL 1,900

FILM INDEPENDENT INC
BRENDA ROBINSON BOARD CHAIR
ATTN FISCAL SPONSORSHIP
LOS ANGELES,CA90036 		NONE PF GENERAL 50,000
Total .................................right arrow 3a 1,659,400
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 798,958  
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 ............ 		    18 771,340  
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) ..   1,570,298  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,570,298
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
AGT HEALY FOUNDATION NM MD & FL 058704-000
EIN:
03-0466977
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2024 InvestmentsCorpStockSchedule
Name:
AGT HEALY FOUNDATION NM MD & FL 058704-000
EIN:
03-0466977
Name of Stock End of Year Book Value End of Year Fair Market Value
00171A852 AMG RIVER RD SM-CAP    
00724F101 ADOBE INC    
03027X100 AMERICAN TOWER CORP    
03076C106 AMERIPRISE FINANCIAL    
03662Q105 ANSYS INC    
06417N103 BANK OZK    
09260D107 BLACKSTONE INC    
1084102 AGCO CORP    
110122108 BRISTOL-MYERS SQUIBB    
117043109 BRUNSWICK CORP COM    
12348108 ALBANY INTL CORP-CL A    
12514G108 CDW CORP    
12685J105 CABLE ONE INC    
127097103 COTERRA ENERGY INC    
133131102 CAMDEN PROPERTY TRUS    
14040H105 CAPITAL ONE FINANCIA    
149150104 CATHAY GENERAL BANCO    
18802108 ALLIANT ENERGY CORP    
191216100 COCA COLA CO COM    
199908104 COMFORT SYSTEMS USA    
2.967E+111 ESSENTIAL PROPERTIE    
200525103 COMMERCE BANCSHARES    
207410101 CONMED CORP COM    
21036P108 CONSTELLATION BRANDS    
216648402 THE COOPER COMPANIES    
22052L104 CORTEVA INC    
222795502 COUSINS PROPERTIES I    
224408104 CRANE HOLDINGS CO    
224441105 CRANE NXT, CO.    
22822V101 CROWN CASTLE INC. RE    
229899109 CULLEN FROST BANKERS    
23135106 AMAZON.COM INC    
235851102 DANAHER CORP COM    
24906P109 DENTSPLY SIRONA INC    
25278X109 DIAMONDBACK ENERGY I    
254687106 WALT DISNEY CO    
257651109 DONALDSON INC COM    
27579R104 EAST WEST BANCORP IN    
277276101 EASTGROUP PROPERTIES    
278865100 ECOLAB INC COM    
2824100 ABBOTT LABORATORIES    
29272W109 ENERGIZER HOLDINGS I    
29472R108 EQUITY LIFESTYLE PRO    
30190A104 F&G ANNUITIES & LIFE    
31162100 AMGEN INC COM    
313148306 FEDERAL AGRIC MTG CO    
31620R303 FNF GROUP    
32095101 AMPHENOL CORP NEW CL    
35086T109 FOUR CORNERS PROPERT    
359694106 H B FULLER COMPANY    
366651107 GARTNER INC    
369550108 GENERAL DYNAMICS COR    
403949100 HF SINCLAIR CORP    
407497106 HAMILTON LANE INC CL    
438516106 HONEYWELL INTL INC C    
443510607 HUBBELL INC    
446413106 HUNTINGTON INGALLS I    
447011107 HUNTSMAN CORPORATION    
451107106 IDACORP INC    
452327109 ILLUMINA INC    
457187102 INGREDION INC    
45775L408 T ROWE PRICE LG-CAP    
460690100 INTERPUBLIC GROUP CO    
46266C105 IQVIA HOLDINGS INC    
464287309 ISHARES S&P 500 GROW    
464287408 ISHARES S&P 500 VALU    
464287507 ISHARES CORE S&P MID    
46432F388 ISHARES MSCI USA VAL    
46432F842 ISHARES CORE MSCI EA    
46434G103 ISHARES CORE MSCI EM    
47233W109 JEFFERIES FINANCIAL    
49560105 ATMOS ENERGY CORP    
49714P108 KINSALE CAPITAL GROU    
50189K103 LCI INDUSTRIES    
5098108 ACUSHNET HOLDINGS CORP    
525327102 LEIDOS HOLDINGS, INC    
526057104 LENNAR CORP CL A    
52769106 AUTODESK COM    
53015103 AUTOMATIC DATA PROCES    
533900106 LINCOLN ELECTRIC HLD    
53611109 AVERY DENNISON CORP C    
537008104 LITTLEFUSE INC COM    
548661107 LOWES COMPANIES INC    
552676108 MDC HOLDINGS INC    
55306N104 MKS INSTRUMENTS INC    
553498106 MSA SAFETY INC    
573284106 MARTIN MARIETTA MATE    
57636Q104 MASTERCARD INC CL A    
58933Y105 MERCK & CO INC    
59410T106 MICHELIN (CGDE)-UNSP    
594918104 MICROSOFT CORP    
595017104 MICROCHIP TECHNOLOGY    
606822104 MITSUBISHI UFJ FINAN    
609839105 MONOLITHIC POWER SYS    
617700109 MORNINGSTAR INC    
654106103 NIKE INC CL B    
65473P105 NISOURCE INC    
655663102 NORDSON CORPORATION    
68622V106 ORGANON & CO    
688239201 OSHKOSH CORPORATION    
693475105 PNC FINANCIAL SERVIC    
695156109 PACKAGING CORP OF AM    
698813102 PAPA JOHNS INTERNATI    
701094104 PARKER HANNIFIN CORP    
718546104 PHILLIPS 66    
742718109 PROCTER & GAMBLE CO    
747525103 QUALCOMM INC COM    
74834L100 QUEST DIAGNOSTICS IN    
749685103 RPM INTERNATIONAL IN    
754730109 RAYMOND JAMES FINANC    
808513105 SCHWAB CHARLES CORP    
81619Q105 SELECT MEDICAL HOLDI    
81768T108 SERVISFIRST BANCSHAR    
833034101 SNAP ON INC COMMON    
835699307 SONY GROUP CORPORATI    
84670702 BERKSHIRE HATHAWAY IN    
8492100 AGREE REALTY    
858912108 STERICYCLE INC COM    
871829107 SYSCO CORP COMMON    
872540109 TJX COMPANIES COM    
87612G101 TARGA RESOURCES CORP    
879360105 TELEDYNE TECHNOLOGIE    
88146M101 TERRENO REALTY CORP    
887389104 TIMKEN CO COM    
902973304 U S BANCORP DEL COM    
921939708 VANGUARD COMMODITY S    
921943858 VANGUARD FTSE DEVELO    
922042858 VANGUARD FTSE EMERGI    
922908553 VANGUARD REAL ESTATE    
922908751 VANGUARD SMALL-CAP E    
92338C103 VERALTO CORPORATION    
92828N593 VIRTUS KAR SMALL-CAP    
929236107 WD 40 CO COM    
969904101 WILLIAM SONOMA INC C    
98389B100 XCEL ENERGY INC COM    
98419M100 XYLEM INC-W/I    
98978V103 ZOETIS INC    
G02602103 AMDOCS LIMITED    
G0585R106 ASSURED GUARANTY LTD    
G29183103 EATON CORP PLC    
G5960L103 MEDTRONIC PLC    
G6095L109 APTIV PLC    
G6700G107 NVENT ELECTRIC PLC    
G8473T100 STERIS PLC    
H01301128 ALCON INC    

TY 2024 OtherDecreasesSchedule
Name:
AGT HEALY FOUNDATION NM MD & FL 058704-000
EIN:
03-0466977
Description Amount
2024 TRANSACTION POSTED IN 2025 4,766
2023 SALES POSTED TO 2024 32,765
COST BASIS ADJUSTMENT 6,687
COST BASIS ADJ DUE TO SPIN OFF 13,441


TY 2024 OtherExpensesSchedule
Name:
AGT HEALY FOUNDATION NM MD & FL 058704-000
EIN:
03-0466977
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 1,088 1,088   0


TY 2024 OtherIncreasesSchedule
Name:
AGT HEALY FOUNDATION NM MD & FL 058704-000
EIN:
03-0466977
Description Amount
2023 TRANSACTION POSTED IN 2024 7,632
MUTUAL FUND ADJUSTMENT 758
ADJ FOR WASH SALE 330


TY 2024 OtherProfessionalFeesSchedule
Name:
AGT HEALY FOUNDATION NM MD & FL 058704-000
EIN:
03-0466977
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 217,355 217,355    


TY 2024 TaxesSchedule
Name:
AGT HEALY FOUNDATION NM MD & FL 058704-000
EIN:
03-0466977
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 4,605 4,605   0
FEDERAL ESTIMATES - PRINCIPAL 16,000 0   0
FOREIGN TAXES ON QUALIFIED FOR 17,407 17,407   0
FOREIGN TAXES ON NONQUALIFIED 5,717 5,717   0