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
THEODORE L CROSS
FAMILY CHARITABLE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)5036 JERICHO TURNPIKE 208
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COMMACK, NY11725
A Employer identification number

04-3254361
B Telephone number (see instructions)

(516) 478-6000
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$20,744,069J 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 20,493 20,493 20,493
4 Dividends and interest from securities... 281,018 281,018 281,018
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 780,246
b Gross sales price for all assets on line 6a 2,693,387
7 Capital gain net income (from Part IV, line 2)... 780,246
8 Net short-term capital gain......... 99,495
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
307    
12 Total. Add lines 1 through 11........ 1,082,064 1,081,757 401,006
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
77,927 77,927    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
24,681 10,880    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 1,057     1,057
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
45 45    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 103,710 88,852   1,057
25 Contributions, gifts, grants paid....... 1,437,500 1,437,500
26 Total expenses and disbursements. Add lines 24 and 25 1,541,210 88,852   1,438,557
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -459,146
b Net investment income (if negative, enter -0-) 992,905
c Adjusted net income (if negative, enter -0-)... 401,006
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......... 211,613 804,373 804,373
3 Accounts receivable right arrow3,591
Less: allowance for doubtful accounts right arrow     3,591 3,591
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.......... 25,320 11,519 11,519
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 8,757,315 Click to see attachment
List of Attached Documents:
// Content
9,197,924 		13,892,946
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).......... 3,501,198 Click to see attachment
List of Attached Documents:
// Content
2,018,893 		6,031,640
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) 12,495,446 12,036,300 20,744,069
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 12,495,446 12,036,300
29 Total net assets or fund balances (see instructions)..... 12,495,446 12,036,300
30 Total liabilities and net assets/fund balances (see instructions). 12,495,446 12,036,300
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
12,495,446
2
Enter amount from Part I, line 27a .....................
2
-459,146
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
12,036,300
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
12,036,300
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 4015 VANGUARD FTSE EMERGING MARKE P 2013-02-27 2024-10-25
b 3890 VANGUARD FTSE EMERGING MARKE P 2013-08-20 2024-10-25
c 4500 VANGUARD FTSE EMERGING MARKE P 2013-02-27 2024-06-18
d 14610.032 VULCAN VALUE PARTNERS-INV P 2016-01-15 2024-06-18
e 1137.999 VULCAN VALUE PARTNERS-INV P 2020-03-13 2024-06-18
33 ALPHABET INC-CL C P 2022-06-15 2024-05-30
3 ALPHABET INC-CL C P 2023-03-06 2024-05-30
20 ALPHABET INC-CL C P 2022-06-15 2024-05-09
45 ALPHABET INC-CL C P 2022-06-03 2024-05-02
7 ALPHABET INC-CL C P 2022-06-15 2024-05-02
35 ALPHABET INC-CL C P 2022-06-03 2024-05-01
66 ALPHABET INC-CL C P 2022-08-02 2024-05-01
1309.54 EURO PRINCIPAL CURRENCY P 2024-07-19 2024-07-22
18 JPMORGAN CHASE & CO P 2023-05-18 2024-05-09
33 JPMORGAN CHASE & CO P 2023-05-26 2024-05-09
1 NETFLIX INC P 2022-10-20 2024-09-19
5 NETFLIX INC P 2022-09-19 2024-09-19
7 NETFLIX INC P 2022-10-20 2024-06-17
22 NETFLIX INC P 2023-04-21 2024-06-17
6 NETFLIX INC P 2022-04-07 2024-01-26
4 NETFLIX INC P 2023-04-21 2024-01-26
16 NETFLIX INC P 2022-04-07 2024-01-24
1694.55 SWISS FRANC P 2024-09-23 2024-09-24
29 ACCENTURE PLC-CL A P 2022-07-13 2024-05-09
17 ACCENTURE PLC-CL A P 2022-11-10 2024-05-09
6 ACCENTURE PLC-CL A P 2023-02-02 2024-05-09
19 ACCENTURE PLC-CL A P 2023-04-03 2024-05-09
18 ACCENTURE PLC-CL A P 2022-06-24 2024-04-26
12 ACCENTURE PLC-CL A P 2023-02-02 2024-04-26
16 ACCENTURE PLC-CL A P 2022-06-24 2024-03-01
10 ACCENTURE PLC-CL A P 2022-09-12 2024-03-01
18 ACCENTURE PLC-CL A P 2022-09-12 2024-02-15
8 ACCENTURE PLC-CL A P 2022-07-28 2024-02-14
2 ACCENTURE PLC-CL A P 2022-09-12 2024-02-14
22 ACCENTURE PLC-CL A P 2022-12-13 2024-02-14
10 ACCENTURE PLC-CL A P 2022-05-03 2024-01-31
21 ACCENTURE PLC-CL A P 2022-07-28 2024-01-31
31 ACCENTURE PLC-CL A P 2022-05-03 2024-01-30
5 ACCENTURE PLC-CL A P 2022-05-03 2024-01-25
19 ACCENTURE PLC-CL A P 2022-08-04 2024-01-25
15 ACCENTURE PLC-CL A P 2022-08-04 2024-01-24
19 ADOBE INC P 2015-07-27 2024-12-20
34 ADOBE INC P 2015-07-27 2024-06-17
16 ADOBE INC P 2022-09-19 2024-03-07
3 ADOBE INC P 2015-07-27 2024-03-07
4 ADOBE INC P 2022-10-27 2024-03-07
11 ADOBE INC P 2022-10-27 2024-02-28
29 ADOBE INC P 2022-11-15 2024-02-28
11 ADOBE INC P 2022-12-13 2024-02-28
9 ADOBE INC P 2022-12-13 2024-02-22
13 ADOBE INC P 2023-03-23 2024-02-22
66 ADVANCED MICRO DEVICES P 2024-01-30 2024-06-17
10 ADVANCED MICRO DEVICES P 2024-02-22 2024-06-17
34 ADVANCED MICRO DEVICES P 2024-03-25 2024-06-17
139 ALPHABET INC-CL A P 2012-03-21 2024-09-13
19 ALPHABET INC-CL A P 2013-01-23 2024-09-13
18 ALPHABET INC-CL A P 2023-07-03 2024-09-13
91 ALPHABET INC-CL A P 2023-06-30 2024-06-17
76 ALPHABET INC-CL A P 2023-07-03 2024-06-17
103 ALPHABET INC-CL A P 2023-07-26 2024-06-17
72 ALPHABET INC-CL A P 2023-10-27 2024-06-17
43 ALPHABET INC-CL A P 2024-05-24 2024-06-17
16 AMAZON.COM INC P 2022-11-11 2024-06-18
110 AMAZON.COM INC P 2023-10-27 2024-06-17
110 AMAZON.COM INC P 2023-10-30 2024-06-17
104 AMAZON.COM INC P 2022-11-11 2024-06-17
40 AMAZON.COM INC P 2021-04-01 2024-06-17
27 APPLE INC P 2024-05-24 2024-12-05
49 APPLE INC P 2024-06-18 2024-12-05
23 APPLE INC P 2024-06-18 2024-11-08
29 APPLE INC P 2024-06-18 2024-11-11
27 APPLE INC P 2024-06-18 2024-11-07
33 APPLE INC P 2024-05-24 2024-06-17
209 APPLE INC P 2024-06-07 2024-06-17
8 ARISTA NETWORKS INC P 2023-04-03 2024-06-18
30 ARISTA NETWORKS INC P 2023-03-23 2024-06-17
25 ARISTA NETWORKS INC P 2023-04-03 2024-06-17
30 ARISTA NETWORKS INC P 2023-10-30 2024-06-17
86 ARISTA NETWORKS INC P 2024-03-07 2024-06-17
17 ASML HOLDING NV-NY REG SHS P 2022-06-21 2024-11-01
10 ASML HOLDING NV-NY REG SHS P 2022-06-21 2024-10-31
1 ASML HOLDING NV-NY REG SHS P 2022-07-20 2024-10-31
21 ASML HOLDING NV-NY REG SHS P 2022-07-20 2024-10-30
1 ASML HOLDING NV-NY REG SHS P 2022-07-20 2024-10-29
4 ASML HOLDING NV-NY REG SHS P 2022-09-12 2024-10-29
6 ASML HOLDING NV-NY REG SHS P 2022-09-12 2024-10-24
6 ASML HOLDING NV-NY REG SHS P 2022-07-29 2024-06-18
8 ASML HOLDING NV-NY REG SHS P 2022-09-12 2024-06-18
6 ASML HOLDING NV-NY REG SHS P 2022-07-29 2024-06-17
25 ASML HOLDING NV-NY REG SHS P 2023-03-23 2024-06-17
24 AUTODESK INC P 2023-04-03 2024-06-17
39 AUTODESK INC P 2022-11-10 2024-06-17
10 AUTODESK INC P 2023-02-08 2024-06-17
5 AUTODESK INC P 2023-02-02 2024-04-10
14 AUTODESK INC P 2023-02-08 2024-04-10
14 AUTODESK INC P 2022-11-15 2024-03-07
34 AUTODESK INC P 2023-02-02 2024-03-07
37 AUTODESK INC P 2022-11-15 2024-03-01
34 AUTOMATIC DATA PROCESSING P 2018-07-02 2024-05-08
49 AUTOMATIC DATA PROCESSING P 2018-08-01 2024-05-08
60 AUTOMATIC DATA PROCESSING P 2018-07-02 2024-05-07
24 AUTOMATIC DATA PROCESSING P 2023-07-26 2024-05-07
155 BOSTON SCIENTIFIC CORP P 2020-11-24 2024-04-22
176 BOSTON SCIENTIFIC CORP P 2020-03-26 2024-04-22
9 BOSTON SCIENTIFIC CORP P 2020-04-17 2024-04-22
31 BOSTON SCIENTIFIC CORP P 2019-11-14 2024-04-19
157 BOSTON SCIENTIFIC CORP P 2020-08-05 2024-04-19
129 BOSTON SCIENTIFIC CORP P 2020-04-17 2024-04-19
30 BOSTON SCIENTIFIC CORP P 2023-10-27 2024-04-19
72 BOSTON SCIENTIFIC CORP P 2023-10-27 2024-04-10
1 CHIPOTLE MEXICAN GRILL INC P 2023-07-27 2024-05-08
4 CHIPOTLE MEXICAN GRILL INC P 2023-10-16 2024-05-08
3 CHIPOTLE MEXICAN GRILL INC P 2023-07-27 2024-05-07
3 CHIPOTLE MEXICAN GRILL INC P 2023-07-27 2024-04-10
3 CHIPOTLE MEXICAN GRILL INC P 2023-07-27 2024-03-20
3 CHIPOTLE MEXICAN GRILL INC P 2023-10-31 2024-03-20
3 CHIPOTLE MEXICAN GRILL INC P 2023-10-31 2024-02-14
3 CHIPOTLE MEXICAN GRILL INC P 2023-10-31 2024-01-24
179 DYNATRACE INC P 2024-02-14 2024-06-17
35 ENTEGRIS INC P 2022-12-05 2024-08-08
53 ENTEGRIS INC P 2022-11-15 2024-08-07
55 ENTEGRIS INC P 2022-12-05 2024-08-07
8 ENTEGRIS INC P 2023-02-08 2024-08-07
45 ENTEGRIS INC P 2022-09-06 2024-08-01
6 ENTEGRIS INC P 2022-09-07 2024-08-01
54 ENTEGRIS INC P 2023-02-08 2024-08-01
39 ENTEGRIS INC P 2022-09-07 2024-06-17
72 ENTEGRIS INC P 2024-01-25 2024-06-17
19 EPAM SYSTEMS INC P 2023-03-23 2024-05-15
21 EPAM SYSTEMS INC P 2023-03-30 2024-05-15
14 EPAM SYSTEMS INC P 2023-04-03 2024-05-15
38 EPAM SYSTEMS INC P 2024-02-15 2024-05-15
3 EPAM SYSTEMS INC P 2022-11-03 2024-05-15
8 EPAM SYSTEMS INC P 2022-10-17 2024-04-26
11 EPAM SYSTEMS INC P 2022-11-03 2024-04-26
25 EPAM SYSTEMS INC P 2022-07-28 2024-03-26
6 EPAM SYSTEMS INC P 2022-10-17 2024-03-26
11 EPAM SYSTEMS INC P 2022-11-10 2024-03-26
32 EPAM SYSTEMS INC P 2022-05-05 2024-03-25
4 EPAM SYSTEMS INC P 2022-11-10 2024-03-25
22 EPAM SYSTEMS INC P 2022-05-05 2024-03-22
17 EPAM SYSTEMS INC P 2022-12-13 2024-03-22
25 FISERV INC P 2021-09-29 2024-06-18
106 FISERV INC P 2021-09-29 2024-06-17
27 FISERV INC P 2023-07-26 2024-06-17
12 FISERV INC P 2023-07-26 2024-06-07
38 FISERV INC P 2024-04-26 2024-06-07
124 FORTINET INC P 2023-08-21 2024-06-17
129 FORTINET INC P 2023-08-29 2024-06-17
11 INTUIT INC P 2022-11-02 2024-10-24
19 INTUIT INC P 2022-07-28 2024-06-17
5 INTUIT INC P 2022-11-02 2024-06-17
12 INTUIT INC P 2022-11-10 2024-06-17
12 INTUIT INC P 2023-03-23 2024-06-17
3 INTUIT INC P 2023-06-16 2024-06-17
4 INTUIT INC P 2022-09-12 2024-06-07
10 INTUIT INC P 2023-06-16 2024-06-07
15 INTUIT INC P 2022-09-12 2024-03-01
18 LINDE PLC P 2021-10-06 2024-01-24
17 LINDE PLC P 2021-10-07 2024-01-24
26 LINDE PLC P 2021-08-05 2024-01-19
1 LINDE PLC P 2021-10-07 2024-01-19
9 LINDE PLC P 2021-08-05 2024-01-10
17 LINDE PLC P 2021-08-13 2024-01-10
11 LINDE PLC P 2021-08-16 2024-01-10
1 MASTERCARD INC - A P 2020-12-10 2024-06-17
15 MASTERCARD INC - A P 2021-03-08 2024-06-17
13 MASTERCARD INC - A P 2021-06-22 2024-06-17
11 META PLATFORMS INC-CLASS A P 2024-03-22 2024-06-17
27 META PLATFORMS INC-CLASS A P 2024-03-26 2024-06-17
38 META PLATFORMS INC-CLASS A P 2024-04-10 2024-06-17
115 MICROSOFT CORP P 2017-05-02 2024-06-17
106 MICROSOFT CORP P 2017-05-26 2024-06-17
63 MONSTER BEVERAGE CORP P 2020-06-26 2024-08-08
192 MONSTER BEVERAGE CORP P 2024-06-20 2024-08-08
38 MONSTER BEVERAGE CORP P 2013-06-27 2024-08-08
390 MONSTER BEVERAGE CORP P 2013-11-08 2024-08-08
17 MONSTER BEVERAGE CORP P 2020-06-25 2024-06-17
55 MONSTER BEVERAGE CORP P 2020-06-26 2024-06-17
142 MONSTER BEVERAGE CORP P 2023-11-03 2024-06-17
93 NEUROCRINE BIOSCIENCES INC P 2023-08-10 2024-06-17
31 NEUROCRINE BIOSCIENCES INC P 2021-03-05 2024-06-17
2 NEUROCRINE BIOSCIENCES INC P 2021-06-23 2024-06-17
36 NOVO-NORDISK A/S-SPONS ADR P 2024-05-02 2024-06-17
74 NOVO-NORDISK A/S-SPONS ADR P 2024-05-23 2024-06-17
73 NOVO-NORDISK A/S-SPONS ADR P 2024-05-24 2024-06-17
183 NVIDIA CORP P 2022-12-13 2024-06-20
50 NVIDIA CORP P 2023-06-14 2024-06-17
260 NVIDIA CORP P 2023-05-25 2024-06-17
89 NVIDIA CORP P 2022-12-13 2024-06-17
490 NVIDIA CORP P 2023-06-01 2024-06-17
8 NVIDIA CORP P 2023-06-14 2024-06-07
7 NVIDIA CORP P 2023-08-16 2024-06-07
14 NVIDIA CORP P 2023-08-16 2024-05-24
19 NVIDIA CORP P 2023-08-24 2024-05-24
36 PAYCOM SOFTWARE INC P 2023-08-10 2024-05-02
13 PAYCOM SOFTWARE INC P 2023-08-29 2024-05-02
14 PAYCOM SOFTWARE INC P 2023-08-30 2024-05-02
88 SCHWAB (CHARLES) CORP P 2023-04-19 2024-08-08
73 SCHWAB (CHARLES) CORP P 2023-04-19 2024-08-07
115 SCHWAB (CHARLES) CORP P 2023-07-18 2024-08-07
88 SCHWAB (CHARLES) CORP P 2023-07-18 2024-08-01
99 SCHWAB (CHARLES) CORP P 2021-08-05 2024-06-17
60 SCHWAB (CHARLES) CORP P 2023-07-18 2024-06-17
59 SCHWAB (CHARLES) CORP P 2021-08-05 2024-05-23
153 SCHWAB (CHARLES) CORP P 2021-08-06 2024-05-23
20 SCHWAB (CHARLES) CORP P 2021-08-09 2024-05-23
32 THERMO FISHER SCIENTIFIC INC P 2023-04-28 2024-02-07
10 THERMO FISHER SCIENTIFIC INC P 2023-06-16 2024-02-07
156 UBER TECHNOLOGIES INC P 2024-02-07 2024-06-17
103 UBER TECHNOLOGIES INC P 2024-02-14 2024-06-17
24 VISA INC-CLASS A SHARES P 2012-03-19 2024-10-24
13 VISA INC-CLASS A SHARES P 2012-03-19 2024-06-18
89 VISA INC-CLASS A SHARES P 2012-03-19 2024-06-17
13 VISA INC-CLASS A SHARES P 2012-03-19 2024-06-07
15 VISA INC-CLASS A SHARES P 2012-03-19 2024-05-08
45 VISA INC-CLASS A SHARES P 2012-03-19 2024-05-07
LTCG-JOHNSTON P 2001-01-01 2024-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 189,703   175,856 13,847
b 183,797   150,341 33,456
c 199,299   197,099 2,200
d 371,095   216,959 154,136
e 28,905   21,190 7,715
5,747   3,629 2,118
522   287 235
3,417   2,199 1,218
7,537   5,162 2,375
1,172   770 402
5,847   4,015 1,832
11,025   7,646 3,379
1,423   1,429 -6
3,540   2,489 1,051
6,490   4,519 1,971
705   271 434
3,526   1,203 2,323
4,740   1,900 2,840
14,898   7,157 7,741
3,448   2,179 1,269
2,299   1,301 998
8,794   5,809 2,985
1,996   1,999 -3
8,830   7,914 916
5,176   4,808 368
1,827   1,738 89
5,785   5,411 374
5,546   5,306 240
3,697   3,476 221
6,087   4,716 1,371
3,804   2,950 854
6,686   5,311 1,375
2,946   2,421 525
736   590 146
8,101   6,574 1,527
3,657   3,057 600
7,680   6,354 1,326
11,591   9,478 2,113
1,865   1,529 336
7,088   5,886 1,202
5,554   4,647 907
8,355   1,522 6,833
17,692   2,724 14,968
8,733   4,741 3,992
1,637   240 1,397
2,183   1,283 900
6,069   3,529 2,540
16,001   10,102 5,899
6,069   3,869 2,200
4,904   3,165 1,739
7,084   4,832 2,252
10,429   11,665 -1,236
1,580   1,743 -163
5,373   6,060 -687
21,840   2,217 19,623
2,985   353 2,632
2,828   2,156 672
16,140   10,975 5,165
13,479   9,105 4,374
18,268   13,391 4,877
12,770   8,759 4,011
7,626   7,533 93
2,937   1,577 1,360
20,300   14,227 6,073
20,300   14,438 5,862
19,193   10,253 8,940
7,382   6,270 1,112
6,558   5,133 1,425
11,901   10,504 1,397
5,226   4,930 296
6,450   6,217 233
6,089   5,788 301
7,152   6,273 879
45,293   40,928 4,365
2,728   1,337 1,391
10,225   5,083 5,142
8,520   4,179 4,341
10,225   5,294 4,931
29,310   24,593 4,717
11,534   8,411 3,123
6,735   4,948 1,787
673   506 167
14,482   10,624 3,858
707   506 201
2,827   2,024 803
4,273   3,036 1,237
6,328   3,397 2,931
8,437   4,048 4,389
6,315   3,397 2,918
26,314   16,642 9,672
5,783   4,944 839
9,397   8,595 802
2,410   2,231 179
1,202   1,147 55
3,366   3,123 243
3,544   3,249 295
8,607   7,800 807
9,723   8,587 1,136
8,252   4,569 3,683
11,892   6,472 5,420
14,621   8,062 6,559
5,848   6,078 -230
10,474   5,252 5,222
11,893   5,497 6,396
608   339 269
2,087   1,289 798
10,569   5,935 4,634
8,684   4,859 3,825
2,020   1,488 532
4,919   3,570 1,349
3,202   1,922 1,280
12,809   7,198 5,611
9,570   5,766 3,804
8,773   5,766 3,007
8,842   5,766 3,076
8,842   5,818 3,024
7,810   5,818 1,992
6,998   5,818 1,180
8,158   9,471 -1,313
3,579   2,653 926
5,330   4,260 1,070
5,532   4,168 1,364
805   679 126
5,058   4,183 875
674   575 99
6,070   4,580 1,490
5,297   3,738 1,559
9,780   8,928 852
3,585   5,387 -1,802
3,963   6,152 -2,189
2,642   4,169 -1,527
7,171   11,429 -4,258
566   937 -371
1,895   2,706 -811
2,606   3,437 -831
6,744   8,548 -1,804
1,619   2,029 -410
2,967   3,766 -799
8,583   11,119 -2,536
1,073   1,369 -296
5,936   7,644 -1,708
4,587   6,233 -1,646
3,721   2,771 950
15,899   11,749 4,150
4,050   3,390 660
1,815   1,507 308
5,747   5,940 -193
7,591   7,233 358
7,898   7,834 64
6,649   4,381 2,268
11,459   8,415 3,044
3,016   1,992 1,024
7,238   4,793 2,445
7,238   5,187 2,051
1,809   1,368 441
2,291   1,826 465
5,728   4,560 1,168
9,949   6,849 3,100
7,261   5,289 1,972
6,858   5,113 1,745
10,577   7,988 2,589
407   301 106
3,648   2,765 883
6,890   5,242 1,648
4,458   3,414 1,044
448   335 113
6,725   5,535 1,190
5,828   4,907 921
5,587   5,568 19
13,714   13,704 10
19,302   19,609 -307
51,663   7,998 43,665
47,620   7,425 40,195
2,821   2,158 663
8,597   9,375 -778
1,701   375 1,326
17,462   3,650 13,812
836   584 252
2,703   1,884 819
6,980   8,009 -1,029
12,634   9,765 2,869
4,211   2,877 1,334
272   203 69
5,063   4,532 531
10,406   10,085 321
10,266   9,912 354
25,098   3,386 21,712
6,602   2,043 4,559
34,330   10,114 24,216
11,752   1,647 10,105
64,699   19,040 45,659
9,523   3,269 6,254
8,333   3,102 5,231
14,578   6,203 8,375
19,785   9,559 10,226
5,920   10,508 -4,588
2,138   3,803 -1,665
2,302   4,116 -1,814
5,499   4,878 621
4,554   4,047 507
7,175   7,404 -229
5,627   5,665 -38
7,187   6,862 325
4,356   3,863 493
4,268   4,089 179
11,067   11,030 37
1,447   1,466 -19
17,742   17,763 -21
5,544   5,357 187
10,991   10,974 17
7,257   7,894 -637
6,784   701 6,083
3,544   380 3,164
24,152   2,599 21,553
3,625   380 3,245
4,128   438 3,690
12,339   1,314 11,025
    13,630 -13,630
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       13,847
b       33,456
c       2,200
d       154,136
e       7,715
      2,118
      235
      1,218
      2,375
      402
      1,832
      3,379
      -6
      1,051
      1,971
      434
      2,323
      2,840
      7,741
      1,269
      998
      2,985
      -3
      916
      368
      89
      374
      240
      221
      1,371
      854
      1,375
      525
      146
      1,527
      600
      1,326
      2,113
      336
      1,202
      907
      6,833
      14,968
      3,992
      1,397
      900
      2,540
      5,899
      2,200
      1,739
      2,252
      -1,236
      -163
      -687
      19,623
      2,632
      672
      5,165
      4,374
      4,877
      4,011
      93
      1,360
      6,073
      5,862
      8,940
      1,112
      1,425
      1,397
      296
      233
      301
      879
      4,365
      1,391
      5,142
      4,341
      4,931
      4,717
      3,123
      1,787
      167
      3,858
      201
      803
      1,237
      2,931
      4,389
      2,918
      9,672
      839
      802
      179
      55
      243
      295
      807
      1,136
      3,683
      5,420
      6,559
      -230
      5,222
      6,396
      269
      798
      4,634
      3,825
      532
      1,349
      1,280
      5,611
      3,804
      3,007
      3,076
      3,024
      1,992
      1,180
      -1,313
      926
      1,070
      1,364
      126
      875
      99
      1,490
      1,559
      852
      -1,802
      -2,189
      -1,527
      -4,258
      -371
      -811
      -831
      -1,804
      -410
      -799
      -2,536
      -296
      -1,708
      -1,646
      950
      4,150
      660
      308
      -193
      358
      64
      2,268
      3,044
      1,024
      2,445
      2,051
      441
      465
      1,168
      3,100
      1,972
      1,745
      2,589
      106
      883
      1,648
      1,044
      113
      1,190
      921
      19
      10
      -307
      43,665
      40,195
      663
      -778
      1,326
      13,812
      252
      819
      -1,029
      2,869
      1,334
      69
      531
      321
      354
      21,712
      4,559
      24,216
      10,105
      45,659
      6,254
      5,231
      8,375
      10,226
      -4,588
      -1,665
      -1,814
      621
      507
      -229
      -38
      325
      493
      179
      37
      -19
      -21
      187
      17
      -637
      6,083
      3,164
      21,553
      3,245
      3,690
      11,025
      -13,630
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 2 780,246
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 99,495
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 13,801
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 13,801
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 13,801
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 25,320
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 25,320
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 11,519
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow11,519 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNJ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowJOHN W HALLORAN CPA Telephone no.right arrow (516) 478-6000

Located atright arrow5036 JERICHO TPKE SUITE 208COMMACKNY ZIP+4right arrow11725
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
AMANDA B CROSS Trustee
5.00 		0    
C/O FOUNDATION ADDRESS
COMMACK,NY11725
LISA W POWNALL-GRAY Trustee
5.00 		0    
C/O FOUNDATION ADDRESS
COMMACK,NY11725
ADRIENNE CANNELLA Trustee
5.00 		0    
C/O FOUNDATION ADDRESS
COMMACK,NY11725
JOHN W HALLORAN TRUSTEE
5.00 		0    
C/O FOUNDATION ADDRESS
COMMACK,NY11725
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
14,239,502
b
Average of monthly cash balances.......................
1b
199,669
c
Fair market value of all other assets (see instructions)................
1c
6,582,642
d
Total (add lines 1a, b, and c).........................
1d
21,021,813
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
21,021,813
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
315,327
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
20,706,486
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,035,324
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
1,035,324
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
13,801
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,801
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,021,523
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,021,523
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
1,021,523
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
1,438,557
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,438,557
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 1,021,523
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
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...... 2,372
e From 2023...... 429,982
f Total of lines 3a through e ........ 432,354
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,438,557
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 1,021,523
e Remaining amount distributed out of corpus 417,034
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 5 849,388
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		849,388
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 2,372
d Excess from 2023.... 429,982
e Excess from 2024.... 417,034
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
ACLU FOUNDATION


9450 SW GEMINI DRIVE
BEAVERTON,OR97008 		NONE N/A GENERAL PURPOSES 60,000
BRENNAN CENTER FOR JUSTICE AT NYU


120 BROADWAY SUITE 1750
NEW YORK,NY10271 		NONE N/A GENERAL PURPOSES 55,000
DING DARLING SOCIETY


PO BOX 565
SANIBEL,FL33957 		NONE N/A GENERAL PURPOSES 60,000
FISH FRIENDS IN SERVICE HERE


2430-B PERIWINKLE WAY UNIT B
SANIBEL,FL33957 		NONE N/A GENERAL PURPOSES 60,000
CLUB HOUSE INTERNATIONAL


845 THIRD AVENUE - 6TH FL
NEW YORK,NY10022 		NONE N/A GENERAL PURPOSES 75,000
HARRY CHAPIN FOOD BANK


3760 FOWLER ST
FORT MYERS,FL33901 		NONE N/A GENERAL PURPOSES 50,000
NANTUCKET CONSERVATION FOUNDATION


PO BOX 13
NANTUCKET,MA02554 		NONE N/A GENERAL PURPOSES 15,000
LONG ISLAND CARES


10 DAVIDS DRIVE
HAUPPAUGE,NY11788 		NONE N/A General Purpose 35,000
PERKINS SCHOOL FOR THE BLIND


175 NORTH BEACON ST
WATERTOWN,MA02472 		NONE N/A General Purpose 25,000
PLANNED PARENTHOOD FEDERATION


123 WILLIAM STREET 10TH FLOOR
NEW YORK,NY10038 		NONE N/A General Purpose 80,000
PREP FOR PREP


328 WEST 71ST ST
NEW YORK,NY10023 		NONE N/A General Purpose 20,000
MASS GENERAL HOSPITAL DEVELOPMENT


125 NASHUA STREET SUITE 540
BOSTON,MA02114 		NONE N/A General Purpose 25,000
NANTUCKET COTTAGE HOSPITAL


57 PROSPECT ST
NANTUCKET,MA02554 		NONE N/A General Purpose 10,000
NANTUCKET HISTORICAL ASSOCIATION


PO BOX 1016
NANTUCKET,MA02554 		NONE N/A General Purpose 75,000
LEE HEALTH FOUNDATION


9800 SOUTH HEALTHPARK DR STE 405
FORT MYERS,FL33908 		NONE N/A General Purpose 25,000
PROJECT HORSESHOE FARM


1202 MAIN STREET
GREENSBORO,AL36744 		NONE N/A General Purpose 85,000
HARVARD RADCLIFF INSTITUTE


10 GARDEN ST
CAMBRIDGE,MA02138 		NONE N/A General Purpose 25,000
THE ALI FORNEY CENTER


224 WEST 35TH STREET STE 1500
NEW YORK,NY10001 		NONE N/A General Purpose 15,000
ARCHBISHOP MOLLOY HIGH SCHOOL


83-53 MANTON STREET
BRIARWOOD,NY11435 		NONE N/A General Purpose 10,000
PALLIATIVE SUPPORTIVE CARE OF NANTU


57 PROSPECT STREET
NANTUCKET,MA02554 		NONE N/A General Purpose 25,000
UNIVERSITY OF CONNECTICUT INC


2390 ALUMNI DRIVE UNIT 3206
STORRS,CT06269 		NONE N/A General Purpose 15,000
ACCESS YOUTH ACADEMY


704 EUCLID AVENUE
SAN DIEGO,CA92114 		NONE N/A General Purpose 20,000
NATIONAL ALLIANCE OF MENTAL ILLNESS


4301 WILSON BOULEVARD SUITE 300
ARLINGTON,VA22203 		NONE N/A General Purpose 25,000
CHILD FIRST


100 EAST AVENUE
NORWALK,CT06851 		NONE N/A General Purpose 60,000
FOUNDATION FOR NATIONAL PROGRESS


222 SUTTER STREET - STE 600
SAN FRANCISCO,CA94108 		NONE N/A General Purpose 15,000
GUTTMACHER INSTITUTE


125 MAIDEN LANE 7TH FLOOR
NEW YORK,NY10038 		NONE N/A General Purpose 15,000
LEAGUE WOMEN VOTERS


1233 20TH STREET NW SUITE 500
WASHINGTON,DC20036 		NONE N/A General Purpose 55,000
PROPUBLICA


155 AVENUE OF THE AMERICAS 13TH FL
NEW YORK,NY10013 		NONE N/A General Purpose 5,000
SOUTHERN POVERTY LAW CENTER


400 WASHINGTON AVENUE
MONTGOMERY,AL36104 		NONE N/A General Purpose 25,000
NAACP LEGAL DEFENSE AND EDUCATIONAL


40 RECTOR STREET 5TH FLOOR
NEW YORK,NY10006 		NONE N/A General Purpose 25,000
THE FOUNDATION FOR CITY COLLEGE


160 CONVENT AVE SHEPARD HALL RM 154
NEW YORK,NY10031 		NONE N/A General Purpose 65,000
WORLD CENTRAL KITCHEN


655 NEW YORK AVENUE NW 6TH FL
WASHINGTON,DC20001 		NONE N/A General Purpose 50,000
NATIONAL RESOURCES DEFENSE COUNCIL


40 WEST 20TH STREET 11TH FL
NEW YORK,NY10001 		NONE N/A General Purpose 35,000
COMMUNITY FOUNDATION FOR NANTUCKET


PO BOX 204
NANTUCKET,MA02554 		NONE N/A General Purpose 15,000
NATIONAL COALITION AGAINST DOMESTIC


600 GRANT STREET SUITE 750
DENVER,CO80203 		NONE N/A General Purpose 10,000
EVERGREEN TREATMENT SERVICES REACH


4634 EAST MARGINAL WAY S STE C110
SEATTLE,WA98134 		NONE N/A General Purpose 10,000
FRIENDS OF KEXP


472 FIRST AVENUE N
SEATTLE,WA98109 		NONE N/A General Purpose 2,500
SEATTLE SUBWAY FOUNDATION


745 BELLEVUE AVENUE - APT 208
SEATTLE,WA98102 		NONE N/A General Purpose 2,500
ST LUKE SCHOOL


17533 ST LUKE PLACE N
SHORELINE,WA98133 		NONE N/A General Purpose 2,500
ST PATRICK'S CATHOLIC CHURCH


1016 N 14TH AVENUE
PASCO,WA99301 		NONE N/A General Purpose 10,000
ST PATRICK'S CATHOLIC CHURCH


24 N WASHINGTON STREET
ATHENS,NY12015 		NONE N/A General Purpose 5,000
GREEN COUNTY WOMEN'S LEAGUE


PO BOX 341
ROUND TOP,NY12473 		NONE N/A General Purpose 5,000
SOULS TO THE POLLS MKE


3709 N 57TH STREET
MILWAUKEE,WI53216 		NONE N/A General Purpose 5,000
NEW NORTH CAROLINA PROJECT


6012 BAYFIELD PARKWAY SUITE 142
CONCORD,NC28027 		NONE N/A General Purpose 5,000
COMMUNITY PARTNERS


1000 NORTH ALAMEDA ST SUITE 240
LOS ANGELES,CA90012 		NONE N/A General Purpose 5,000
VOTO LATINO FOUNDATION


PO BOX 35608
WASHINGTON,DC20033 		NONE N/A General Purpose 5,000
VOTE RIDERS


171 PIER AVENUE 313
SANTA MONICA,CA90405 		NONE N/A General Purpose 5,000
THE FUTURE NOW INSTITUTE


600 PENNSYLVANIA AVE SE 15845
WASHINGTON,DC20003 		NONE N/A General Purpose 10,000
ATHENS COMMUNITY FOOD PANTRY


PO BOX 66
ATHENS,NY12015 		NONE N/A General Purpose 5,000
RAINN


PO BOX 70280
PHILADELPHIA,PA19176 		NONE N/A General Purpose 5,000
TRI-CITIES PREP


9612 ST THOMAS DRIVE
PASCO,WA99301 		NONE N/A General Purpose 2,500
MID-HUDSON VALLEY CAMP


1455 BROADWAY
ESOPUS,NY12429 		NONE N/A General Purpose 2,500
CHRIST THE KING ROMAN CATHOLIC CHUR


2 INDIAN HEAD ROAD
COMMACK,NY11725 		NONE N/A General Purpose 7,500
LIVE 4 EVAN


PO BOX 845
HOPKINTON,MA01748 		NONE N/A General Purpose 15,000
TUNNEL TO TOWERS FOUNDATION


2631 HYLAN BOULEVARD
STATEN ISLAND,NY10306 		NONE N/A General Purpose 10,000
CHAMINADE HIGH SCHOOL


340 JACKSON AVENUE
MINEOLA,NY11501 		NONE N/A General Purpose 25,000
ST MARY'S HIGH SCHOOL


51 CLAPHAM AVENUE
MANHASSET,NY11030 		NONE N/A General Purpose 7,500
NEW GEORGIA PROJECT


830 GLENWOOD AVENUE SE STE 510-221
ATLANTA,GA30316 		NONE N/A General Purpose 5,000
TIDES FOUNDATION


PO BOX 889389
LOS ANGELES,CA90088 		NONE N/A General Purpose 5,000
VOTEORG


1201 CONNECTICUT AVE NW STE 531
WASHINGTON,DC20036 		NONE N/A General Purpose 5,000
LAWYERS COMM FOR CIVIL RIGHTS UNDER


525 FELLOWSHIP ROAD - SUITE 330
MT LAUREL,NJ08054 		NONE N/A General Purpose 5,000
Total .................................right arrow 3a 1,437,500
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 20,493  
4 Dividends and interest from securities ....     14 281,018  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 307  
8 Gain or (loss) from sales of assets other than
inventory ............ 		        780,246
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) ..   301,818 780,246
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,082,064
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID: 24020490
Software Version: 2024v5.2


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpStockSchedule
Name:
THEODORE L CROSS
 
FAMILY CHARITABLE FOUNDATION
EIN:
04-3254361
Software ID:
24020490
Software Version:
2024v5.2
Name of Stock End of Year Book Value End of Year Fair Market Value
100 SH BANK UTICA NY (2300) 26,400 48,500
894 SH BERKSHIRE HATHAWAY INC (2300) 72,817 405,232
600 SH BROWN FORMAN CORP CLASS A (2300) 12,485 22,614
1,729 SH HEINEKEN HOLDING N V (2300) 103,762 103,573
743 SH PERNOD-RICARD SA (2300) 91,592 83,862
1,375 SH ALPHABET INC CL C(2300) 92,079 261,855
6,790.735 SH VANGUARD 500 INDEX FUND 1,861,695 3,685,739
12,405 SH VANGUARD FTSE EMERGING    
168 SH VISA INC CL A 4,906 53,095
835 SH AMAZON.COM INC 70,039 183,191
108 SH INTUIT INC 22,128 67,878
48,077.297 GQG PART EMERG MKTS EQ-INST 604,436 795,198
737 SH COMCAST CORP-CLASS A(2300) 12,171 27,660
171 SH MARTIN MARIETTA MATERIALS(2300) 27,613 88,322
397 SH MASTERCARD INC-CLASS A(2300) 16,654 209,048
1,072 SH PHILIP MORRIS INTERNATIONAL(230 91,682 129,015
168 SH NETFLIX INC (2300) 35,630 149,742
948 SH CIE FINANCIERE RICHEMON-REG(2300) 64,334 144,189
1,419 SH NESTLE SA-SPONS ADR(2300) 93,642 115,932
64 SH ADOBE INC 4,867 28,460
721 SH ALPHABET INC/CA-CL A 11,277 136,485
162 SH AUTOMATIC DATA PROCESSING    
500 SH MICROSOFT CORP 34,483 210,750
465 SH MONSTER BEVERAGE CORP    
233 SH ENTEGRIS INC    
80 SH AMSL HOLDING NV    
36,524.229 VULCAN VALUE PARTNERS FD 542,385 1,008,796
20,544.778 SH DODGE & COX INTL STOCK FD 635,914 1,025,184
240,207.58 DODGE & COX INCOME FD 3,310,298 2,973,770
1,449 SH BOSTON SCIENTIFIC    
207 SH EPAM SYSTEMS INC    
287 SH NEUUROCRINE BIOSCIENCES 25,412 39,176
241 SH ACCENTURE    
408 SH JP MORGAN CHASE (2300) 38,193 97,802
173 SH AUTODESK 34,615 51,134
63 SH MASTERCARD INC CL A 20,979 33,174
309 SH FISERV INC 36,517 63,475
1,878 SH NVIDIA CORP 24,158 252,197
741 SH SCHWAB (CHARLES) CORP    
112 SH LINDE PLC    
1,028 SH ASHTEAD GROUP PLC (2300) 55,046 63,923
881 SH UBER TECHNOLOGIES(2300) 44,161 53,142
1,552 SH ARISTA NETWORKS INC 57,232 171,543
23 SH CHIPOTLE MEXICAN GRILL INC    
771 SH FORTINET INC 49,996 72,844
63 SH PAYCOM SOFTWARE INC    
42 SH THERMO FISHER SCIENTIFIC    
9,100 SH VANGUARD FTSE EMERGING 401,305 435,162
169 SH DOORDASH INC (2300) 19,335 28,350
237 SH ABBOTT LABORATORIES 27,110 26,807
366 SH ADVANCED MICRO DEVICES 61,179 44,209
537 SH APPLE INC 98,802 134,476
89 SH CADENCE DESIGN SYS 23,673 26,741
834 SH DYNATRACE INC 42,487 45,328
42 SH GE VERNOVA INC 9,485 13,815
243 SH HOWMET AEROSPACE INC 24,412 26,577
234 SH META PLATFORMS 116,238 137,009
38 SH SYNOPSIS INC 19,611 18,444
753 SH UBER TECHNOLOGIES INC 50,584 45,421
629 SH NOVO-NORDISK 74,105 54,107

TY 2024 InvestmentsOtherSchedule2
Name:
THEODORE L CROSS
 
FAMILY CHARITABLE FOUNDATION
EIN:
04-3254361
Software ID:
24020490
Software Version:
2024v5.2
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
JOHNSTON INTERNATIONAL EQUITY AT COST 395,463 1,269,771
THE WEATHERLOW OFFSHORE FUND I AT COST 800,000 2,663,905
NYES LEDGE CAPITAL OFFSHORE FUND LTD AT COST 823,430 2,097,964

TY 2024 OtherExpensesSchedule
Name:
THEODORE L CROSS
 
FAMILY CHARITABLE FOUNDATION
EIN:
04-3254361
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DEPOSITORY FEE 45 45    


TY 2024 OtherIncomeSchedule2
Name:
THEODORE L CROSS
 
FAMILY CHARITABLE FOUNDATION
EIN:
04-3254361
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Other Investment Income 307    


TY 2024 OtherProfessionalFeesSchedule
Name:
THEODORE L CROSS
 
FAMILY CHARITABLE FOUNDATION
EIN:
04-3254361
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISOR FEES 77,927 77,927 0 0


TY 2024 TaxesSchedule
Name:
THEODORE L CROSS
 
FAMILY CHARITABLE FOUNDATION
EIN:
04-3254361
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE 13,801      
FOREIGN TAX 10,880 10,880