TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
JOAN B STONE FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ085340691

A Employer identification number

30-6670664

B Telephone number (see instructions)

(212) 852-3069

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$1,880,167J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)	90,620
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	41,778		41,259
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		87,845
b	Gross sales price for all assets on line 6a 406,303
7	Capital gain net income (from Part IV, line 2)...			87,845
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........	220,243		129,104
13	Compensation of officers, directors, trustees, etc.	22,568		9,027		13,541
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).......
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	1,355	719		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).......	List of Attached Documents: // Content	3,622	3,622
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	27,545		13,368	0	13,541
25	Contributions, gifts, grants paid.......	64,066				64,066
26	Total expenses and disbursements. Add lines 24 and 25	91,611		13,368	0	77,607
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	128,632
b	Net investment income (if negative, enter -0-)			115,736
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	1,028	-1,348	-1,469
	2	Savings and temporary cash investments.........	44,638	51,534	51,534
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	187,563	List of Attached Documents: // Content 176,519	152,432
	b	Investments—corporate stock (attach schedule).......	542,684	List of Attached Documents: // Content 526,280	777,362
	c	Investments—corporate bonds (attach schedule).......	71,979	List of Attached Documents: // Content 103,853	97,596
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	538,646	List of Attached Documents: // Content 571,091	802,712
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,386,538	1,427,929	1,880,167
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,386,538	1,427,929
	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).....	1,386,538	1,427,929
	30	Total liabilities and net assets/fund balances (see instructions).	1,386,538	1,427,929

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

1,386,538

Enter amount from Part I, line 27a .....................

128,632

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

167

Add lines 1, 2, and 3 ..........................

1,515,337

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

87,408

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

1,427,929

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.)		(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	2. SERVICENOW INC	2020-05-06	2024-01-08
b	3. ROSS STORES INC	2022-07-13	2024-01-10
c	4. ROSS STORES INC	2022-01-25	2024-01-10
d	8. ROSS STORES INC	2022-04-06	2024-01-10
e	1. ALLSTATE CORP/THE	2020-11-17	2024-01-11
	7. ALLSTATE CORP/THE	2020-11-16	2024-01-11
	6. ALLSTATE CORP/THE	2020-05-06	2024-01-11
	3. COGNIZANT TECHNOLOGY SOLUTIONS CORP	2022-10-07	2024-01-11
	10. COGNIZANT TECHNOLOGY SOLUTIONS CORP	2020-05-06	2024-01-11
	2. CONOCOPHILLIPS	2022-07-13	2024-01-11
	10. CONOCOPHILLIPS	2020-06-17	2024-01-11
	8. CONOCOPHILLIPS	2023-05-24	2024-01-11
	3. MICROSOFT CORP COM	2020-05-06	2024-01-11
	22. NOVO NORDISK A/S ADR	2023-07-24	2024-01-11
	2. NOVO NORDISK A/S ADR	2022-04-07	2024-01-11
	9. NOVO NORDISK A/S ADR	2022-04-06	2024-01-11
	6. CHARLES SCHWAB CORP/THE	2020-05-06	2024-01-11
	10. CHARLES SCHWAB CORP/THE	2020-06-17	2024-01-11
	4. WILLIAMS COS INC/THE	2022-01-27	2024-01-11
	26. WILLIAMS COS INC/THE	2022-01-28	2024-01-11
	7. ZIMMER BIOMET HOLDINGS INC	2021-11-16	2024-01-11
	11. ZIMMER BIOMET HOLDINGS INC	2022-10-07	2024-01-11
	8. ZIMMER BIOMET HOLDINGS INC	2021-03-01	2024-01-11
	14. CHENIERE ENERGY INC	2022-09-16	2024-01-29
	5. CHENIERE ENERGY INC	2022-09-22	2024-01-29
	4. UNITEDHEALTH GROUP INC	2022-09-30	2024-01-29
	718. ISHARES GOLD TR SHS	2020-05-06	2024-01-31
	19. ISHARES GOLD TR SHS	2020-05-06	2024-01-31
	91. ISHARES GOLD TR SHS	2020-05-06	2024-01-31
	200. ISHARES GOLD TR SHS	2022-02-03	2024-01-31
	5. UNITEDHEALTH GROUP INC	2020-05-06	2024-02-01
	2. ALPHABET INC SHS CL A	2020-05-06	2024-02-02
	22. ALPHABET INC SHS CL A	2022-12-14	2024-02-02
	7. TESLA MTRS INC	2021-11-02	2024-02-08
	1. TESLA MTRS INC	2022-04-20	2024-02-08
	2. UNITEDHEALTH GROUP INC	2020-05-06	2024-02-08
	4000. U.S. TREASURY NOTE	2021-05-10	2024-02-09
	9. ZOETIS INC	2020-05-06	2024-02-09
	2. SERVICENOW INC	2020-05-06	2024-02-13
	4. PALO ALTO NETWORKS INC	2023-06-27	2024-02-21
	10. PALO ALTO NETWORKS INC	2023-02-23	2024-02-21
	5. PALO ALTO NETWORKS INC	2023-08-04	2024-02-21
	8. ALPHABET INC SHS CL A	2020-05-06	2024-02-23
	7. CONSTELLATION BRANDS INC	2020-05-06	2024-02-27
	1. ELI LILLY & CO	2023-03-29	2024-02-27
	4. RALPH LAUREN CORP	2022-12-01	2024-02-27
	2. ROSS STORES INC	2022-12-14	2024-02-27
	3. ROSS STORES INC	2022-07-13	2024-02-27
	1. ROSS STORES INC	2022-07-13	2024-02-27
	15. VERIZON COMMUNICATIONS INC	2020-05-06	2024-02-27
	17. WELLS FARGO & CO NEW	2018-10-23	2024-02-27
	22. WILLIAMS COS INC/THE	2022-01-27	2024-02-27
	21. WILLIAMS COS INC/THE	2023-02-15	2024-02-27
	6000. U.S. TREASURY NOTE	2020-05-06	2024-02-28
	2000. U.S. TREASURY NOTE	2022-02-03	2024-02-28
	718. ISHARES GOLD TR SHS	2020-05-06	2024-02-29
	19. ISHARES GOLD TR SHS	2020-05-06	2024-02-29
	91. ISHARES GOLD TR SHS	2020-05-06	2024-02-29
	200. ISHARES GOLD TR SHS	2022-02-03	2024-02-29
	11. ZOETIS INC	2020-05-06	2024-03-05
	6. TESLA MTRS INC	2022-01-31	2024-03-08
	5. TESLA MTRS INC	2022-04-20	2024-03-08
	6000. U.S. TREASURY NOTE	2023-07-27	2024-03-13
	4000. U.S. TREASURY NOTE	2024-02-28	2024-03-13
	8. TESLA MTRS INC	2022-01-31	2024-03-18
	718. ISHARES GOLD TR SHS	2020-05-06	2024-03-31
	19. ISHARES GOLD TR SHS	2020-05-06	2024-03-31
	91. ISHARES GOLD TR SHS	2020-05-06	2024-03-31
	200. ISHARES GOLD TR SHS	2022-02-03	2024-03-31
	4. TESLA MTRS INC	2022-01-31	2024-04-04
	3. TESLA MTRS INC	2022-07-05	2024-04-04
	4. UNITEDHEALTH GROUP INC	2020-05-06	2024-04-04
	7. APPLE INC	2022-08-11	2024-04-23
	6. APPLE INC	2022-08-02	2024-04-23
	2. TESLA MTRS INC	2023-07-28	2024-04-23
	6. TESLA MTRS INC	2022-07-19	2024-04-23
	6. TESLA MTRS INC	2022-07-05	2024-04-23
	1. TRANSDIGM GROUP INC	2021-03-30	2024-04-26
	1. SERVICENOW INC	2021-03-30	2024-04-29
	1. SERVICENOW INC	2020-05-06	2024-04-29
	1. SERVICENOW INC	2021-03-30	2024-04-29
	718. ISHARES GOLD TR SHS	2020-05-06	2024-04-30
	19. ISHARES GOLD TR SHS	2020-05-06	2024-04-30
	91. ISHARES GOLD TR SHS	2020-05-06	2024-04-30
	200. ISHARES GOLD TR SHS	2022-02-03	2024-04-30
	1. SERVICENOW INC	2022-06-21	2024-05-07
	1. SERVICENOW INC	2022-05-12	2024-05-07
	2. SERVICENOW INC	2022-01-26	2024-05-07
	38. CITIGROUP INC	2018-10-23	2024-05-08
	5. DOLLAR GENERAL CORP	2023-02-15	2024-05-08
	3. DOLLAR GENERAL CORP	2021-08-09	2024-05-08
	28. GENERAL MOTORS CO	2022-09-02	2024-05-08
	3. GOLDMAN SACHS GROUP INC	2023-11-10	2024-05-08
	20. MICRON TECHNOLOGY	2022-08-02	2024-05-08
	19. ROYAL DUTCH SHELL PLC	2022-05-20	2024-05-08
	17. UNILEVER PLC AMER SHS ADR NEW	2020-05-06	2024-05-08
	15. WELLS FARGO & CO NEW	2018-10-23	2024-05-08
	14. WILLIAMS COS INC/THE	2022-01-27	2024-05-08
	28. WILLIAMS COS INC/THE	2020-05-06	2024-05-08
	2. ANTHEM INC	2018-10-23	2024-05-10
	1. CIGNA CORP	2021-03-01	2024-05-10
	2. CIGNA CORP	2021-10-21	2024-05-10
	6. FIDELITY NATIONAL FINANCIAL INC	2023-01-12	2024-05-10
	6. FIDELITY NATIONAL FINANCIAL INC	2023-01-13	2024-05-10
	2. FIDELITY NATIONAL FINANCIAL INC	2023-01-17	2024-05-10
	2. LEIDOS HOLDINGS INC	2021-09-28	2024-05-10
	1. LEIDOS HOLDINGS INC	2021-09-27	2024-05-10
	3. LEIDOS HOLDINGS INC	2020-11-17	2024-05-10
	8. RALPH LAUREN CORP	2022-12-01	2024-05-10
	8. UNION PACIFIC CORP	2021-03-05	2024-05-10
	4. UNION PACIFIC CORP	2023-02-15	2024-05-10
	1. LEIDOS HOLDINGS INC	2023-03-31	2024-05-13
	2. LEIDOS HOLDINGS INC	2021-09-27	2024-05-13
	1. LEIDOS HOLDINGS INC	2020-11-18	2024-05-13
	5. LEIDOS HOLDINGS INC	2020-11-17	2024-05-13
	5. LEIDOS HOLDINGS INC	2021-09-28	2024-05-13
	4. ROGERS COMMUNICATIONS INC	2021-08-09	2024-05-13
	2. ROGERS COMMUNICATIONS INC	2021-08-20	2024-05-13
	1. ROGERS COMMUNICATIONS INC	2021-08-23	2024-05-13
	2. ROGERS COMMUNICATIONS INC	2021-08-24	2024-05-15
	3. ROGERS COMMUNICATIONS INC	2021-08-23	2024-05-15
	5. ROGERS COMMUNICATIONS INC	2021-08-24	2024-05-16
	5. ROGERS COMMUNICATIONS INC	2021-11-19	2024-05-16
	7. ROGERS COMMUNICATIONS INC	2021-11-19	2024-05-16
	5. ROGERS COMMUNICATIONS INC	2021-11-18	2024-05-16
	3. ROGERS COMMUNICATIONS INC	2021-08-25	2024-05-16
	.8082 KONINKLIJKE PHILIPS NV	2018-10-23	2024-05-17
	3000. U.S. TREASURY NOTE	2022-03-25	2024-05-29
	19. ISHARES GOLD TR SHS	2020-05-06	2024-05-31
	91. ISHARES GOLD TR SHS	2020-05-06	2024-05-31
	200. ISHARES GOLD TR SHS	2022-02-03	2024-05-31
	718. ISHARES GOLD TR SHS	2020-05-06	2024-05-31
	13. BOSTON SCIENTIFIC CORP COM	2022-10-26	2024-06-06
	9. BOSTON SCIENTIFIC CORP COM	2022-10-28	2024-06-06
	1. MSCI INC	2023-07-28	2024-06-06
	4. MSCI INC	2023-02-22	2024-06-06
	1. MSCI INC	2023-07-19	2024-06-06
	5. MONGODB INC CL A	2023-12-14	2024-06-06
	3. MONGODB INC CL A	2024-01-08	2024-06-06
	3. MONGODB INC CL A	2024-03-05	2024-06-06
	4. S&P GLOBAL INC	2020-05-06	2024-06-06
	1. UNITEDHEALTH GROUP INC	2020-05-06	2024-06-06
	5. UNITEDHEALTH GROUP INC	2022-05-10	2024-06-06
	11. AMERICAN EXPRESS CO	2024-01-11	2024-06-17
	1. AMERISOURCEBERGEN CORP	2022-02-09	2024-06-17
	9. AMERISOURCEBERGEN CORP	2022-02-10	2024-06-17
	11. ASTRAZENECA PLC SPONS ADR	2022-06-14	2024-06-17
	24. CARLYLE (THE) GROUP INC	2023-09-06	2024-06-17
	23. CARLYLE (THE) GROUP INC	2023-09-05	2024-06-17
	5. LEIDOS HOLDINGS INC	2023-03-31	2024-06-17
	3. MICROSOFT CORP COM	2023-01-12	2024-06-17
	1. MICROSOFT CORP COM	2020-05-06	2024-06-17
	2. PUBLIC SERVICE ENTERPRISE GROUP INC	2018-10-23	2024-06-17
	6. PUBLIC SERVICE ENTERPRISE GROUP INC	2020-06-17	2024-06-17
	4. PUBLIC SERVICE ENTERPRISE GROUP INC	2020-05-18	2024-06-17
	9. ROSS STORES INC	2023-08-11	2024-06-17
	3. ROSS STORES INC	2022-12-14	2024-06-17
	28. UNILEVER PLC AMER SHS ADR NEW	2020-05-06	2024-06-17
	9. RAYMOND JAMES FINANCIAL INC	2020-05-06	2024-06-18
	8. RAYMOND JAMES FINANCIAL INC	2023-05-24	2024-06-18
	3.5 RAYMOND JAMES FINANCIAL INC	2020-11-17	2024-06-18
	4.5 RAYMOND JAMES FINANCIAL INC	2020-11-18	2024-06-18
	19. ISHARES GOLD TR SHS	2020-05-06	2024-06-30
	91. ISHARES GOLD TR SHS	2020-05-06	2024-06-30
	200. ISHARES GOLD TR SHS	2022-02-03	2024-06-30
	718. ISHARES GOLD TR SHS	2020-05-06	2024-06-30
	15. CHEVRONTEXACO CORP	2024-02-27	2024-07-12
	10. CHEVRONTEXACO CORP	2024-01-11	2024-07-12
	9. CHEVRONTEXACO CORP	2024-05-08	2024-07-12
	5. ELECTRONIC ARTS	2024-06-17	2024-07-12
	4. GENERAL MOTORS CO	2022-09-02	2024-07-12
	7. GENERAL MOTORS CO	2022-10-07	2024-07-12
	4. PUBLIC SERVICE ENTERPRISE GROUP INC	2022-08-02	2024-07-12
	2. PUBLIC SERVICE ENTERPRISE GROUP INC	2020-06-18	2024-07-12
	4. PUBLIC SERVICE ENTERPRISE GROUP INC	2020-06-17	2024-07-12
	3. PUBLIC SERVICE ENTERPRISE GROUP INC	2020-05-19	2024-07-12
	6. PUBLIC SERVICE ENTERPRISE GROUP INC	2020-05-18	2024-07-12
	13. UNILEVER PLC AMER SHS ADR NEW	2020-05-06	2024-07-12
	3. VISA INC	2022-04-27	2024-07-12
	.2854 KONINKLIJKE PHILIPS NV	2022-02-09	2024-07-16
	1.8465 KONINKLIJKE PHILIPS NV	2020-05-06	2024-07-16
	34.8681 KONINKLIJKE PHILIPS NV	2018-10-23	2024-07-16
	2. LEIDOS HOLDINGS INC	2021-11-18	2024-07-16
	2. LEIDOS HOLDINGS INC	2023-03-31	2024-07-16
	2. LEIDOS HOLDINGS INC	2022-02-23	2024-07-16
	5. LEIDOS HOLDINGS INC	2021-11-19	2024-07-16
	8000. U.S. TREASURY NOTE	2021-05-10	2024-07-24
	5. DANAHER CORP	2022-05-10	2024-07-25
	4. DANAHER CORP	2021-06-08	2024-07-25
	3. INTUIT INC	2020-05-06	2024-07-25
	2. INTUIT INC	2022-05-12	2024-07-25
	2. ROPER TECHNOLOGIES INC	2023-05-10	2024-07-25
	2. ROPER TECHNOLOGIES INC	2023-04-21	2024-07-25
	2. ROPER TECHNOLOGIES INC	2024-03-18	2024-07-25
	1. THERMO FISHER SCIENTIFIC INC	2022-06-21	2024-07-25
	1. THERMO FISHER SCIENTIFIC INC	2022-05-19	2024-07-25
	2. THERMO FISHER SCIENTIFIC INC	2022-05-19	2024-07-25
	1. THERMO FISHER SCIENTIFIC INC	2022-05-12	2024-07-25
	19. ISHARES GOLD TR SHS	2020-05-06	2024-07-31
	91. ISHARES GOLD TR SHS	2020-05-06	2024-07-31
	200. ISHARES GOLD TR SHS	2022-02-03	2024-07-31
	718. ISHARES GOLD TR SHS	2020-05-06	2024-07-31
	15. BOSTON SCIENTIFIC CORP COM	2022-10-26	2024-08-02
	17. LVMH MOET HENNESSY LOUIS VUITTON SE	2020-05-06	2024-08-02
	16. LVMH MOET HENNESSY LOUIS VUITTON SE	2022-05-18	2024-08-02
	2. LVMH MOET HENNESSY LOUIS VUITTON SE	2022-07-19	2024-08-02
	12. SHOPIFY INC CL A	2023-08-31	2024-08-02
	7. SHOPIFY INC CL A	2024-03-05	2024-08-02
	2. INTUITIVE SURGICAL INC	2022-08-11	2024-08-12
	1. MSCI INC	2023-07-19	2024-08-12
	1. MSCI INC	2022-09-12	2024-08-12
	4. AMERICAN ELECTRIC POWER CO INC	2021-04-15	2024-08-13
	13. AMERICAN ELECTRIC POWER CO INC	2023-07-24	2024-08-13
	16. BRITISH AMERICAN TOBACCO PLC	2022-12-02	2024-08-13
	5. BRITISH AMERICAN TOBACCO PLC	2022-12-01	2024-08-13
	19. CISCO SYSTEMS INC	2020-12-14	2024-08-13
	18. CISCO SYSTEMS INC	2023-09-05	2024-08-13
	5. CISCO SYSTEMS INC	2020-05-06	2024-08-13
	3. FIDELITY NATL INFO SVCS	2021-04-14	2024-08-13
	3. FIDELITY NATL INFO SVCS	2020-11-19	2024-08-13
	6. FIDELITY NATL INFO SVCS	2021-07-02	2024-08-13
	3. GENERAL MOTORS CO	2018-10-23	2024-08-13
	23. GENERAL MOTORS CO	2022-10-07	2024-08-13
	1. GOLDMAN SACHS GROUP INC	2023-11-10	2024-08-13
	5. GOLDMAN SACHS GROUP INC	2023-10-18	2024-08-13
	23. ROYAL DUTCH SHELL PLC	2023-07-24	2024-08-13
	21. TAPESTRY INC	2024-02-27	2024-08-13
	32. UNILEVER PLC AMER SHS ADR NEW	2020-05-06	2024-08-13
	7. UNILEVER PLC AMER SHS ADR NEW	2021-03-01	2024-08-13
	18. UNILEVER PLC AMER SHS ADR NEW	2022-04-06	2024-08-13
	25. VERIZON COMMUNICATIONS INC	2020-05-06	2024-08-13
	17. AMAZON COM INC	2020-05-06	2024-08-21
	4. FACEBOOK INC	2023-08-15	2024-08-21
	3. INTUIT INC	2020-05-06	2024-08-21
	3. THERMO FISHER SCIENTIFIC INC	2023-08-18	2024-08-21
	2. THERMO FISHER SCIENTIFIC INC	2022-06-21	2024-08-21
	3. THERMO FISHER SCIENTIFIC INC	2023-12-04	2024-08-21
	8000. U.S. TREASURY NOTE	2022-03-25	2024-08-27
	4000. U.S. TREASURY NOTE	2022-07-26	2024-08-27
	19. ISHARES GOLD TR SHS	2020-05-06	2024-08-31
	91. ISHARES GOLD TR SHS	2020-05-06	2024-08-31
	200. ISHARES GOLD TR SHS	2022-02-03	2024-08-31
	718. ISHARES GOLD TR SHS	2020-05-06	2024-08-31
	1. ANTHEM INC	2018-10-23	2024-09-10
	4. APPLE INC	2018-10-23	2024-09-10
	8. BOSTON SCIENTIFIC CORP COM	2022-10-26	2024-09-10
	14. BROADCOM INC	2023-05-05	2024-09-10
	37. CHIPOTLE MEXICAN GRILL	2022-01-25	2024-09-10
	91. ISHARES GOLD TR SHS	2020-05-06	2024-09-10
	47. ISHARES COHEN & STEERS REIT ETF	2020-05-06	2024-09-10
	1. KLA-TENCOR CORP	2022-10-28	2024-09-10
	3. L3HARRIS TECHNOLOGIES INC	2022-09-02	2024-09-10
	1. ELI LILLY & CO	2023-03-29	2024-09-10
	3. MICROSOFT CORP COM	2018-10-23	2024-09-10
	2. NETFLIX COM INC	2023-01-11	2024-09-10
	15. NVIDIA CORP	2020-08-21	2024-09-10
	9. SS&C TECHNOLOGIES HOLDINGS INC	2021-03-02	2024-09-10
	2. MEDTRONIC PLC SHS	2018-10-23	2024-09-10
	5. MEDTRONIC PLC SHS	2020-05-06	2024-09-10
	12. AMERICAN INTERNATIONAL GROUP INC	2020-07-28	2024-09-26
	27. CITIZENS FINANCIAL GROUP INC	2022-12-01	2024-09-26
	9. FIDELITY NATL INFO SVCS	2021-06-16	2024-09-26
	1. FIDELITY NATL INFO SVCS	2021-04-14	2024-09-26
	30. FOX CORP	2020-06-11	2024-09-26
	4.036 KONINKLIJKE PHILIPS NV	2022-02-09	2024-09-26
	12.839 KONINKLIJKE PHILIPS NV	2022-02-23	2024-09-26
	3.2411 KONINKLIJKE PHILIPS NV	2022-02-22	2024-09-26
	11.8839 KONINKLIJKE PHILIPS NV	2022-02-10	2024-09-26
	5. LABCORP HOLDINGS INC REG	2022-01-27	2024-09-26
	3. LEIDOS HOLDINGS INC	2022-02-22	2024-09-26
	2. LEIDOS HOLDINGS INC	2021-11-18	2024-09-26
	1. LEIDOS HOLDINGS INC	2023-05-24	2024-09-26
	21. MICRON TECHNOLOGY	2022-08-02	2024-09-26
	4. TAPESTRY INC	2024-02-27	2024-09-26
	7. TAPESTRY INC	2024-02-28	2024-09-26
	32. TAPESTRY INC	2024-05-10	2024-09-26
	5. WABTEC CORP	2024-05-10	2024-09-26
	7. AMERICAN INTERNATIONAL GROUP INC	2020-07-28	2024-09-27
	16. CITIZENS FINANCIAL GROUP INC	2023-01-12	2024-09-27
	5. CITIZENS FINANCIAL GROUP INC	2022-12-01	2024-09-27
	19. ISHARES GOLD TR SHS	2020-05-06	2024-09-30
	200. ISHARES GOLD TR SHS	2022-02-03	2024-09-30
	718. ISHARES GOLD TR SHS	2020-05-06	2024-09-30
	5000. BANK OF NY MELLON CORP	2020-05-06	2024-10-08
	2000. BANK OF NY MELLON CORP	2024-03-05	2024-10-08
	4400. U.S. TREASURY BOND	2021-02-23	2024-10-08
	1600. U.S. TREASURY BOND	2021-02-23	2024-10-08
	7. IDEXX LABS INC	2022-08-22	2024-10-25
	1. IDEXX LABS INC	2024-04-23	2024-10-25
	3. IDEXX LABS INC	2023-12-21	2024-10-25
	3. KLA-TENCOR CORP	2022-12-13	2024-10-25
	5. KLA-TENCOR CORP	2022-10-28	2024-10-25
	1. KLA-TENCOR CORP	2022-11-11	2024-10-25
	1. AMERICAN ELECTRIC POWER CO INC	2021-04-15	2024-10-28
	1. AMERICAN ELECTRIC POWER CO INC	2021-07-02	2024-10-28
	2. STANLEY BLACK & DECKER INC	2024-05-10	2024-10-28
	2. ALLEGION PLC SHS	2023-11-13	2024-10-28
	6. AMERICAN ELECTRIC POWER CO INC	2021-07-02	2024-10-29
	16. STANLEY BLACK & DECKER INC	2024-05-10	2024-10-29
	5. ALLEGION PLC SHS	2023-11-13	2024-10-29
	3. ALLEGION PLC SHS	2023-11-14	2024-10-29
	4. MSCI INC	2022-09-12	2024-10-30
	3. MSCI INC	2022-09-30	2024-10-30
	4. PRUDENTIAL PLC ADR	2022-09-06	2024-10-30
	3000. U.S. TREASURY NOTE	2022-03-25	2024-10-30
	3000. U.S. TREASURY NOTE	2022-03-25	2024-10-30
	7. ALLEGION PLC SHS	2023-11-14	2024-10-30
	19. ISHARES GOLD TR SHS	2020-05-06	2024-10-31
	200. ISHARES GOLD TR SHS	2022-02-03	2024-10-31
	718. ISHARES GOLD TR SHS	2020-05-06	2024-10-31
	8. PRUDENTIAL PLC ADR	2022-09-06	2024-10-31
	5. PRUDENTIAL PLC ADR	2022-09-06	2024-10-31
	38. PRUDENTIAL PLC ADR	2022-09-07	2024-10-31
	28. PRUDENTIAL PLC ADR	2023-05-25	2024-11-01
	5. PRUDENTIAL PLC ADR	2022-09-07	2024-11-01
	17. COSTAR GROUP INC	2023-11-10	2024-11-05
	2. INTUIT INC	2020-05-06	2024-11-05
	2. ALIGN TECHNOLOGY INC	2023-12-15	2024-11-12
	9. ALPHABET INC SHS CL A	2020-05-06	2024-11-12
	14. AMAZON COM INC	2020-05-06	2024-11-12
	15. APPLE INC	2018-10-23	2024-11-12
	54. BLACKROCK STRATEGIC	2020-05-07	2024-11-12
	5. BLACKSTONE GROUP INC	2022-05-13	2024-11-12
	5. BOSTON SCIENTIFIC CORP COM	2022-10-26	2024-11-12
	7. BRITISH AMERICAN TOBACCO PLC	2022-12-01	2024-11-12
	3. BROADCOM INC	2023-05-05	2024-11-12
	1. CIGNA CORP	2021-03-01	2024-11-12
	3. CADENCE DESIGN SYS INC	2022-05-20	2024-11-12
	4. CARDINAL HEALTH INC COM	2022-08-02	2024-11-12
	4. CITIGROUP INC	2018-10-23	2024-11-12
	5. COGNIZANT TECHNOLOGY SOLUTIONS CORP	2020-05-06	2024-11-12
	6. COMCAST CORP	2018-10-23	2024-11-12
	7. COPART INC	2023-10-10	2024-11-12
	6. COSTAR GROUP INC	2023-11-10	2024-11-12
	2. DANAHER CORP	2021-03-19	2024-11-12
	2. ELECTRONIC ARTS	2024-06-17	2024-11-12
	6. EXELON CORP	2022-12-01	2024-11-12
	3. FACEBOOK INC	2023-08-15	2024-11-12
	2. ARTHUR J GALLAGHER & CO	2018-10-24	2024-11-12
	3. HESS CORP	2024-07-16	2024-11-12
	3. INTERCONTINENTAL EXCHANGE INC	2023-03-31	2024-11-12
	2. INTUIT INC	2020-05-06	2024-11-12
	2. INTUITIVE SURGICAL INC	2020-05-06	2024-11-12
	19. ISHARES GOLD TR SHS	2020-05-06	2024-11-12
	106. ISHARES CORE S&P MID-CAP ETF	2020-05-06	2024-11-12
	58. ISHARES CORE S&P SMALL-CAP ETF	2020-05-06	2024-11-12
	8. ISHARES CORE MSCI EAFE ETF	2020-05-06	2024-11-12
	14. ISHARES CORE MSCI EMERGING MARKETS ETF	2020-05-06	2024-11-12
	4. J P MORGAN CHASE & CO	2018-10-23	2024-11-12
	20. KRAFT HEINZ CO/THE	2022-10-07	2024-11-12
	1. L3HARRIS TECHNOLOGIES INC	2022-09-02	2024-11-12
	2. LABCORP HOLDINGS INC REG	2022-07-13	2024-11-12
	1. ELI LILLY & CO	2023-03-29	2024-11-12
	2. MASTERCARD INC	2020-05-06	2024-11-12
	2. MICROSOFT CORP COM	2018-10-23	2024-11-12
	9. MICROSOFT CORP COM	2018-10-23	2024-11-12
	2. NETFLIX COM INC	2023-01-11	2024-11-12
	53. NVIDIA CORP	2020-08-21	2024-11-12
	16. PG&E CORP	2023-03-06	2024-11-12
	6. RAYTHEON TECHNOLOGIES	2020-11-16	2024-11-12
	3. ROPER TECHNOLOGIES INC	2023-04-21	2024-11-12
	6. ROPER TECHNOLOGIES INC	2023-04-12	2024-11-12
	2. S&P GLOBAL INC	2020-05-06	2024-11-12
	3. SS&C TECHNOLOGIES HOLDINGS INC	2021-03-02	2024-11-12
	3. SPDR BLOOMBERG BARCLAYS	2024-09-10	2024-11-12
	13. SANOFI-SYNTHELABO	2018-10-23	2024-11-12
	2. SEALED AIR CORP	2021-06-22	2024-11-12
	3. SEALED AIR CORP	2021-06-21	2024-11-12
	1. SEALED AIR CORP	2021-06-17	2024-11-12
	7. SEALED AIR CORP	2021-06-18	2024-11-12
	2. SHERWIN-WILLIAMS CO/THE	2020-05-06	2024-11-12
	15. SHOPIFY INC CL A	2023-08-15	2024-11-12
	1. SYNOPSYS INC COM	2024-01-29	2024-11-12
	3. TRADE (THE) DESK INC SHS	2024-10-25	2024-11-12
	4. VERTIV HLDG CO	2024-06-06	2024-11-12
	6. VISA INC	2020-05-06	2024-11-12
	4. WASTE CONNECTIONS INC	2022-09-02	2024-11-12
	10. WELLS FARGO & CO NEW	2018-10-23	2024-11-12
	3. MEDTRONIC PLC SHS	2020-05-06	2024-11-12
	1. WILLIS TOWERS WATSON PLC	2021-10-21	2024-11-12
	2. ASML HLDG NV NY REG SHS	2020-05-06	2024-11-12
	200. ISHARES GOLD TR SHS	2022-02-03	2024-11-30
	718. ISHARES GOLD TR SHS	2020-05-06	2024-11-30
	11. NVIDIA CORP	2020-08-21	2024-12-09
	3. SYNOPSYS INC COM	2024-01-29	2024-12-09
	2. SYNOPSYS INC COM	2024-08-21	2024-12-09
	4. SYNOPSYS INC COM	2024-08-12	2024-12-09
	2. SYNOPSYS INC COM	2024-07-25	2024-12-09
	2. SYNOPSYS INC COM	2024-02-08	2024-12-09
	2. SYNOPSYS INC COM	2024-02-01	2024-12-09
	4. ASML HLDG NV NY REG SHS	2020-05-06	2024-12-09
	6000. U.S. TREASURY BOND	2021-06-28	2024-12-11
	7. WASTE CONNECTIONS INC	2022-09-02	2024-12-17
	13. CHIPOTLE MEXICAN GRILL	2022-01-25	2024-12-23
	18. CHIPOTLE MEXICAN GRILL	2024-07-02	2024-12-23
	2. INTUITIVE SURGICAL INC	2020-05-06	2024-12-23
	5. MASTERCARD INC	2020-05-06	2024-12-23
	1. NETFLIX COM INC	2023-01-11	2024-12-23
	3. S&P GLOBAL INC	2020-05-06	2024-12-23
	4. VISA INC	2020-05-06	2024-12-23
	14. WASTE CONNECTIONS INC	2023-02-22	2024-12-23
	2. ASML HLDG NV NY REG SHS	2020-05-06	2024-12-23
	200. ISHARES GOLD TR SHS	2022-02-03	2024-12-31
	718. ISHARES GOLD TR SHS	2020-05-06	2024-12-31

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,392	750	642
b	408	229	179
c	544	388	156
d	1,089	751	338
e	149	98	51
	1,043	685	358
	894	613	281
	222	175	47
	741	577	164
	223	167	56
	1,117	444	673
	894	838	56
	1,153	549	604
	2,348	1,794	554
	213	120	93
	961	526	435
	390	209	181
	650	369	281
	139	115	24
	900	755	145
	858	903	-45
	1,349	1,190	159
	981	1,282	-301
	2,328	2,328
	831	834	-3
	2,015	2,036	-21
	6	5	1

	1	1
	2	1	1
	2,527	1,473	1,054
	284	136	148
	3,123	2,102	1,021
	1,322	2,744	-1,422
	189	334	-145
	1,039	589	450
	3,694	3,953	-259
	1,777	1,148	629
	1,538	750	788
	1,076	1,011	65
	2,690	1,887	803
	1,345	1,091	254
	1,149	545	604
	1,720	1,163	557
	768	338	430
	729	456	273
	299	235	64
	449	229	220
	150	76	74
	597	840	-243
	930	871	59
	766	635	131
	731	671	60
	5,839	6,051	-212
	1,946	2,001	-55
	5	5

	1	1
	2	1	1
	2,038	1,403	635
	1,056	1,853	-797
	880	1,671	-791
	5,395	5,438	-43
	4,093	4,062	31
	1,373	2,471	-1,098
	6	5	1

	1	1
	2	1	1
	678	1,235	-557
	508	691	-183
	1,838	1,178	660
	1,168	1,190	-22
	1,001	963	38
	289	525	-236
	868	1,474	-606
	868	1,383	-515
	1,260	585	675
	729	488	241
	724	375	349
	724	488	236
	6	5	1

	1	1
	2	1	1
	711	456	255
	711	431	280
	1,423	1,020	403
	2,376	2,456	-80
	687	1,158	-471
	412	709	-297
	1,265	1,092	173
	1,337	976	361
	2,376	1,247	1,129
	1,377	1,100	277
	896	806	90
	910	768	142
	549	402	147
	1,098	444	654
	1,083	545	538
	349	215	134
	698	431	267
	311	248	63
	311	248	63
	104	82	22
	295	193	102
	147	97	50
	442	300	142
	1,335	913	422
	1,978	1,664	314
	989	811	178
	147	92	55
	293	193	100
	147	101	46
	733	500	233
	733	483	250
	158	203	-45
	79	99	-20
	40	50	-10
	80	101	-21
	120	151	-31
	199	253	-54
	199	233	-34
	278	326	-48
	199	235	-36
	119	152	-33
	23	27	-4
	2,918	2,933	-15

	1	1
	2	1	1
	7	5	2
	987	551	436
	683	388	295
	493	560	-67
	1,972	2,097	-125
	493	509	-16
	1,149	2,067	-918
	690	1,127	-437
	690	1,208	-518
	1,739	1,172	567
	499	295	204
	2,494	2,437	57
	2,471	2,011	460
	234	143	91
	2,108	1,281	827
	869	650	219
	935	775	160
	896	754	142
	714	460	254
	1,329	717	612
	443	183	260
	147	109	38
	441	303	138
	294	198	96
	1,337	1,021	316
	446	352	94
	1,574	1,328	246
	1,070	377	693
	951	715	236
	416	208	208
	535	270	265

	1	1
	2	1	1
	7	5	2
	2,327	2,279	48
	1,552	1,458	94
	1,396	1,462	-66
	731	685	46
	194	156	38
	340	237	103
	307	261	46
	154	100	54
	307	202	105
	230	147	83
	461	297	164
	747	617	130
	793	652	141
	7	9	-2
	48	72	-24
	901	1,145	-244
	304	183	121
	304	184	120
	304	183	121
	759	460	299
	7,502	7,907	-405
	1,355	1,062	293
	1,084	851	233
	1,899	830	1,069
	1,266	693	573
	1,083	912	171
	1,083	895	188
	1,083	1,093	-10
	594	515	79
	594	548	46
	1,187	1,096	91
	594	523	71

	1	1
	2	1	1
	7	5	2
	1,104	636	468
	2,336	1,242	1,094
	2,199	1,972	227
	275	258	17
	637	784	-147
	372	520	-148
	927	472	455
	533	509	24
	533	495	38
	392	350	42
	1,273	1,140	133
	576	674	-98
	180	209	-29
	856	841	15
	811	1,034	-223
	225	208	17
	233	450	-217
	233	442	-209
	465	870	-405
	128	95	33
	985	778	207
	488	325	163
	2,439	1,527	912
	1,659	1,461	198
	800	996	-196
	1,941	1,518	423
	425	370	55
	1,092	827	265
	1,010	1,400	-390
	3,062	1,983	1,079
	2,141	1,210	931
	2,001	830	1,171
	1,837	1,593	244
	1,224	1,029	195
	1,837	1,487	350
	7,873	7,820	53
	3,949	3,971	-22

	1	1
	2	1	1
	7	5	2
	544	272	272
	886	219	667
	663	339	324
	2,077	881	1,196
	2,008	1,019	989
	4,319	2,897	1,422
	3,101	2,238	863
	704	322	382
	681	683	-2
	903	338	565
	1,237	321	916
	1,351	654	697
	1,605	189	1,416
	658	599	59
	181	185	-4
	452	491	-39
	880	369	511
	1,093	1,133	-40
	746	1,304	-558
	83	150	-67
	1,263	844	419
	127	128	-1
	405	409	-4
	102	101	1
	374	379	-5
	1,101	1,139	-38
	475	272	203
	317	183	134
	158	81	77
	2,351	1,309	1,042
	187	190	-3
	328	332	-4
	1,500	1,274	226
	911	841	70
	514	215	299
	655	671	-16
	205	210	-5

	2	1	1
	7	4	3
	4,914	5,009	-95
	1,966	1,922	44
	2,903	3,937	-1,034
	1,056	1,431	-375
	3,171	2,540	631
	453	493	-40
	1,359	1,648	-289
	2,023	1,242	781
	3,371	1,610	1,761
	674	375	299
	99	87	12
	99	85	14
	206	179	27
	285	206	79
	585	511	74
	1,457	1,432	25
	699	516	183
	419	317	102
	2,273	1,982	291
	1,705	1,270	435
	67	86	-19
	2,970	2,933	37
	2,970	2,933	37
	974	740	234

	2	1	1
	8	5	3
	132	173	-41
	83	107	-24
	629	805	-176
	466	768	-302
	83	106	-23
	1,280	1,333	-53
	1,234	553	681
	441	517	-76
	1,631	614	1,017
	2,924	1,633	1,291
	3,364	821	2,543
	512	514	-2
	901	509	392
	442	212	230
	247	293	-46
	525	189	336
	345	215	130
	895	431	464
	498	239	259
	277	259	18
	408	289	119
	265	213	52
	399	321	78
	454	471	-17
	481	390	91
	324	274	50
	229	248	-19
	1,759	908	851
	590	143	447
	423	451	-28
	470	312	158
	1,406	553	853
	1,071	347	724
	933	605	328
	6,991	3,384	3,607
	7,230	3,491	3,739
	579	414	165
	761	598	163
	961	420	541
	642	663	-21
	263	228	35
	491	412	79
	817	338	479
	1,059	548	511
	846	214	632
	3,807	963	2,844
	1,634	654	980
	7,861	667	7,194
	340	266	74
	738	411	327
	1,692	1,343	349
	3,385	2,668	717
	1,011	586	425
	223	200	23
	275	275
	656	575	81
	72	117	-45
	108	175	-67
	36	57	-21
	251	405	-154
	770	354	416
	1,680	835	845
	554	531	23
	391	362	29
	495	352	143
	1,854	1,074	780
	748	562	186
	726	512	214
	266	295	-29
	319	247	72
	1,336	587	749
	2	1	1
	7	5	2
	1,524	138	1,386
	1,541	1,592	-51
	1,027	1,132	-105
	2,055	2,089	-34
	1,027	1,087	-60
	1,027	1,145	-118
	1,027	1,079	-52
	2,833	1,175	1,658
	3,782	5,157	-1,375
	1,238	983	255
	798	358	440
	1,104	1,098	6
	1,044	347	697
	2,611	1,370	1,241
	902	327	575
	1,478	879	599
	1,257	716	541
	2,388	1,912	476
	1,421	587	834
	2	1	1
	8	5	3

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			642
b			179
c			156
d			338
e			51
			358
			281
			47
			164
			56
			673
			56
			604
			554
			93
			435
			181
			281
			24
			145
			-45
			159
			-301

			-3
			-21
			1


			1
			1,054
			148
			1,021
			-1,422
			-145
			450
			-259
			629
			788
			65
			803
			254
			604
			557
			430
			273
			64
			220
			74
			-243
			59
			131
			60
			-212
			-55



			1
			635
			-797
			-791
			-43
			31
			-1,098
			1


			1
			-557
			-183
			660
			-22
			38
			-236
			-606
			-515
			675
			241
			349
			236
			1


			1
			255
			280
			403
			-80
			-471
			-297
			173
			361
			1,129
			277
			90
			142
			147
			654
			538
			134
			267
			63
			63
			22
			102
			50
			142
			422
			314
			178
			55
			100
			46
			233
			250
			-45
			-20
			-10
			-21
			-31
			-54
			-34
			-48
			-36
			-33
			-4
			-15


			1
			2
			436
			295
			-67
			-125
			-16
			-918
			-437
			-518
			567
			204
			57
			460
			91
			827
			219
			160
			142
			254
			612
			260
			38
			138
			96
			316
			94
			246
			693
			236
			208
			265


			1
			2
			48
			94
			-66
			46
			38
			103
			46
			54
			105
			83
			164
			130
			141
			-2
			-24
			-244
			121
			120
			121
			299
			-405
			293
			233
			1,069
			573
			171
			188
			-10
			79
			46
			91
			71


			1
			2
			468
			1,094
			227
			17
			-147
			-148
			455
			24
			38
			42
			133
			-98
			-29
			15
			-223
			17
			-217
			-209
			-405
			33
			207
			163
			912
			198
			-196
			423
			55
			265
			-390
			1,079
			931
			1,171
			244
			195
			350
			53
			-22


			1
			2
			272
			667
			324
			1,196
			989
			1,422
			863
			382
			-2
			565
			916
			697
			1,416
			59
			-4
			-39
			511
			-40
			-558
			-67
			419
			-1
			-4
			1
			-5
			-38
			203
			134
			77
			1,042
			-3
			-4
			226
			70
			299
			-16
			-5

			1
			3
			-95
			44
			-1,034
			-375
			631
			-40
			-289
			781
			1,761
			299
			12
			14
			27
			79
			74
			25
			183
			102
			291
			435
			-19
			37
			37
			234

			1
			3
			-41
			-24
			-176
			-302
			-23
			-53
			681
			-76
			1,017
			1,291
			2,543
			-2
			392
			230
			-46
			336
			130
			464
			259
			18
			119
			52
			78
			-17
			91
			50
			-19
			851
			447
			-28
			158
			853
			724
			328
			3,607
			3,739
			165
			163
			541
			-21
			35
			79
			479
			511
			632
			2,844
			980
			7,194
			74
			327
			349
			717
			425
			23

			81
			-45
			-67
			-21
			-154
			416
			845
			23
			29
			143
			780
			186
			214
			-29
			72
			749
			1
			2
			1,386
			-51
			-105
			-34
			-60
			-118
			-52
			1,658
			-1,375
			255
			440
			6
			697
			1,241
			575
			599
			541
			476
			834
			1
			3

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	87,845
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	1,609
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	1,609
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	1,609
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	763
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	763
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	846
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax0	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. Click to see attachment

List of Attached Documents:

// Content

...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Website address right arrow

N/A

The books are in care of right arrow

BANK OF AMERICA NA Telephone no. right arrow

(212) 852-3069

Located at right arrow

PO BOX 1532PENNINGTONNJ ZIP+4 right arrow

08534

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
BANK OF AMERICA N A	TRUSTEE 2	22,568
PO BOX 1532 PENNINGTON,NJ08534	TRUSTEE 2	22,568

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...................				0

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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,728,404

Average of monthly cash balances.......................

54,531

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

1,782,935

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

1,782,935

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

26,744

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

1,756,191

Minimum investment return. Enter 5% (0.05) of line 5................

87,810

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.)

Minimum investment return from Part IX, line 6..................

87,810

Tax on investment income for 2024 from Part V, line 5 .......

1,609

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

1,609

Distributable amount before adjustments. Subtract line 2c from line 1............

86,201

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

86,201

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

86,201

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

77,607

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

77,607

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					86,201
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				64,066
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: $ 77,607
a Applied to 2023, but not more than line 2a				64,066
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.....					13,541
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 ..........					72,660
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)

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 4942(j)(3) or4942(j)(5)

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	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

NONE

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

NONE

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
UNIVERSITY OF TEXAS 110 INNER CAMPUS DR AUSTIN,TX78705	NONE	PC	GENERAL OPERATING	32,033
ANIMAL RESCUE LEAGUE OF EL PASO PO BOX 13055 EL PASO,TX799133055	NONE	PC	GENERAL OPERATING	32,033
Total ................................. 3a				64,066

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	41,778
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	87,845
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) ..				129,623

13Total. Add line 12, columns (b), (d), and (e)..................

129,623

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of organization JOAN B STONE FOUNDATION

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	JOAN B STONE SETTLEMENT TRUST PO BOX 1532 PENNINGTON, NJ08534	$ 90,620	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Name of organization JOAN B STONE FOUNDATION		Employer identification number 30-6670664

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	PROPERTY	$ 90,620	2024-08-08
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Name of Bond	End of Year Book Value	End of Year Fair Market Value
126650DJ6 CVS HEALTH CORP	10,446	9,160
06406RAN7 BANK OF NY MELLON CO
61746BEG7 MORGAN STANLEY	4,705	3,340
46647PBT2 JPMORGAN CHASE & CO	11,925	11,615
907818EY0 UNION PACIFIC CORP	5,304	4,865
035242AN6 ANHEUSER-BUSCH INBEV	4,470	3,617
95000U2S1 WELLS FARGO & COMPAN	5,068	4,709
92343VGH1 VERIZON COMMUNICATIO	10,072	9,196
68389XCH6 ORACLE CORP	10,419	10,489
10373QBU3 BP CAP MARKETS AMERI	4,891	4,833
172967PA3 CITIGROUP INC	5,195	5,243
036752BE2 ELEVANCE HEALTH INC	5,083	4,820
29379VCF8 ENTERPRISE PRODUCTS	4,936	4,836
38141GB29 GOLDMAN SACHS GROUP	5,982	5,964
91159HJR2 US BANCORP	5,056	5,042
91324PFJ6 UNITEDHEALTH GROUP I	10,301	9,867

Name of Stock	End of Year Book Value	End of Year Fair Market Value
75513E101 RAYTHEON TECHNOLOGIE	3,270	5,207
98978V103 ZOETIS INC
525327102 LEIDOS HOLDINGS INC	2,073	3,313
57636Q104 MASTERCARD INC	2,740	5,266
46120E602 INTUITIVE SURGICAL I	3,809	9,395
80105N105 SANOFI-SYNTHELABO	5,315	5,546
G5960L103 MEDTRONIC PLC SHS	7,176	6,071
17275R102 CISCO SYSTEMS INC	3,463	4,736
192446102 COGNIZANT TECHNOLOGY	3,597	4,922
21036P108 CONSTELLATION BRANDS	1,792	1,547
461202103 INTUIT INC	6,812	11,942
20030N101 COMCAST CORP	5,904	5,892
31620M106 FIDELITY NATL INFO S	5,809	4,846
46625H100 J P MORGAN CHASE & C	2,917	6,232
754730109 RAYMOND JAMES FINANC
78409V104 S&P GLOBAL INC	3,223	5,478
907818108 UNION PACIFIC CORP
91324P102 UNITEDHEALTH GROUP I
949746101 WELLS FARGO & CO NEW	6,453	12,362
98956P102 ZIMMER BIOMET HOLDIN
02079K305 ALPHABET INC SHS	7,388	18,362
92343V104 VERIZON COMMUNICATIO	4,611	4,599
92826C839 VISA INC	13,302	22,439
036752103 ANTHEM INC	2,661	2,951
35137L105 FOX CORP	1,393	2,040
020002101 ALLSTATE CORP/THE
G96629103 WILLIS TOWERS WATSON	2,496	3,446
023135106 AMAZON COM INC	25,801	47,169
026874784 AMERICAN INTERNATION	2,728	5,678
055622104 BP P L C SPONS ADR	6,594	6,947
502441306 LVMH MOET HENNESSY L
594918104 MICROSOFT CORP COM	25,319	48,894
651229106 NEWELL BRANDS INC	1,807	1,155
693506107 PPG INDUSTRIES INC	2,646	2,389
81762P102 SERVICENOW INC
824348106 SHERWIN-WILLIAMS CO/	4,374	6,119
037833100 APPLE INC	19,534	37,563
046353108 ASTRAZENECA PLC SPON	1,252	1,310
172967424 CITIGROUP INC	6,674	10,066
20825C104 CONOCOPHILLIPS
30161N101 EXELON CORP	2,698	2,597
363576109 ARTHUR J GALLAGHER &	507	1,987
500472303 KONINKLIJKE PHILIPS	2,348	2,684
744573106 PUBLIC SERVICE ENTER
808513105 CHARLES SCHWAB CORP/
256677105 DOLLAR GENERAL CORP	6,522	3,260
31620R303 FIDELITY NATIONAL FI	2,326	3,368
444859102 HUMANA INC	3,693	2,283
67066G104 NVIDIA CORP	7,559	60,565
904767704 UNILEVER PLC AMER SH
N07059210 ASML HLDG NV NY REG	4,446	6,931
969457100 WILLIAMS COS INC/THE	1,479	2,868
37045V100 GENERAL MOTORS CO	3,580	5,966
81211K100 SEALED AIR CORP	5,097	3,451
775109200 ROGERS COMMUNICATION
78467J100 SS&C TECHNOLOGIES HO	7,179	8,487
125523100 CIGNA CORP	1,894	2,485
169656105 CHIPOTLE MEXICAN GRI
893641100 TRANSDIGM GROUP INC	4,526	10,138
532457108 ELI LILLY & CO	11,764	20,072
88160R101 TESLA MTRS INC	9,375	13,731
235851102 DANAHER CORP	4,313	4,361
025537101 AMERICAN ELECTRIC PO	1,556	1,752
110448107 BRITISH AMERICAN TOB	4,339	4,540
778296103 ROSS STORES INC
521865204 LEAR CORP	2,165	1,610
883556102 THERMO FISHER SCIENT
00206R102 AT&T INC	1,978	2,391
174610105 CITIZENS FINANCIAL G
751212101 RALPH LAUREN CORP
780259305 ROYAL DUTCH SHELL PL	5,158	5,325
45168D104 IDEXX LABS INC
816851109 SEMPRA ENERGY	3,954	4,737
50540R409 LABORATORY CORP AMER
94106B101 WASTE CONNECTIONS IN
31946M103 FIRST CITIZENS BANCS	3,902	10,565
14149Y108 CARDINAL HEALTH INC	5,359	8,042
03073E105 AMERISOURCEBERGEN CO
595112103 MICRON TECHNOLOGY	1,304	1,767
482480100 KLA-TENCOR CORP
502431109 L3HARRIS TECHNOLOGIE	6,591	6,729
101137107 BOSTON SCIENTIFIC CO	3,750	5,181
09260D107 BLACKSTONE GROUP INC	3,713	6,207
670100205 NOVO NORDISK A/S ADR
500754106 KRAFT HEINZ CO/THE	7,049	5,559
16411R208 CHENIERE ENERGY INC
071813109 BAXTER INTERNATIONAL	8,732	5,628
127387108 CADENCE DESIGN SYS I	8,359	13,220
74435K204 PRUDENTIAL PLC ADR
55354G100 MSCI INC
016255101 ALIGN TECHNOLOGY INC	5,724	4,379
11135F101 BROADCOM INC	8,220	28,516
14316J108 CARLYLE (THE) GROUP
217204106 COPART INC	5,538	6,772
22160N109 COSTAR GROUP INC	5,562	4,940
22822V101 CROWN CASTLE INTERNA	3,576	3,267
30303M102 FACEBOOK INC	19,272	26,348
34965K107 FORTREA HOLDINGS INC	1,139	597
38141G104 GOLDMAN SACHS GROUP
45866F104 INTERCONTINENTAL EXC	3,378	4,172
459506101 INTERNATIONAL FLAVOR	1,715	1,860
60937P106 MONGODB INC	3,592	2,328
64110L106 NETFLIX COM INC	5,940	14,261
69331C108 PG&E CORP	2,745	3,188
697435105 PALO ALTO NETWORKS I
776696106 ROPER TECHNOLOGIES I
82509L107 SHOPIFY INC	2,422	4,360
835699307 SONY CORP ADR AMERN	4,914	5,734
867224107 SUNCOR ENERGY INC	2,814	2,961
874039100 TAIWAN SEMICONDUCTOR	4,632	5,925
G0176J109 ALLEGION PLC SHS
009158106 AIR PRODUCTS & CHEMI	3,124	3,190
03831W108 APPLOVIN CORP COM	5,406	4,857
126650100 CVS HEALTH CORP	8,073	6,240
25243Q205 DIAGEO PLC SPON ADR	1,538	1,271
254687106 WALT DISNEY CO/THE	1,637	1,893
25746U109 DOMINION ENERGY INC	1,596	1,562
285512109 ELECTRONIC ARTS	3,731	3,950
29364G103 ENTERGY CORP	2,388	3,184
40434L105 HP INC	7,326	6,624
418056107 HASBRO INC	3,013	3,299
42809H107 HESS CORP	4,577	3,990
42824C109 HEWLETT PACKARD ENTE	1,647	1,986
43300A203 HILTON WORLDWIDE HOL	4,875	4,696
460690100 INTERPUBLIC GROUP OF	2,403	2,158
49271V100 KEURIG DR PEPPER INC	2,238	2,216
494368103 KIMBERLY-CLARK CORP	3,184	3,014
504922105 LABCORP HOLDINGS INC	3,608	4,128
59522J103 MID-AMERICA APARTMEN	1,705	1,855
679580100 OLD DOMINION FREIGHT	4,050	3,528
717081103 PFIZER INC	1,419	1,327
79466L302 SALESFORCE COM INC	8,817	8,693
878742204 TECK RESOURCES LTD	1,636	1,419
88339J105 TRADE (THE) DESK INC	3,265	3,173
92537N108 VERTIV HLDG CO	5,566	7,725
929740108 WABTEC CORP	2,173	2,465
G51502105 JOHNSON CTLS INTL PL	3,276	3,947
G8994E103 TRANE TECHNOLOGIES P	3,880	3,694
H42097107 UBS GROUP AG NAMEN-A	1,592	1,546
N20944109 FI CBM HOLDINGS N.V.	1,426	1,382
N3167Y103 FERRARI NV	5,780	6,373

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
46434G103 ISHARES CORE MSCI EM	AT COST	29,070	34,570
464287564 ISHARES COHEN & STEE	AT COST	32,539	40,555
46432F842 ISHARES CORE MSCI EA	AT COST	152,233	200,931
464287804 ISHARES CORE S&P SMA	AT COST	39,139	68,441
464287507 ISHARES CORE S&P MID	AT COST	46,366	87,172
09260B382 BLACKROCK STRATEGIC	AT COST	230,052	227,384
464285204 ISHARES GOLD TR SHS	AT COST	29,724	45,450
6JDH80000 7 FINLAY RANCH LOT 1	AT COST	620	620
6JDI50000 78 TSP 4 SEC 10 TP	AT COST	2,500	55,000
6JDI70000 78 TSP 4 SEC 10 TP	AT COST	1,250	35,000
78468R663 SPDR BLOOMBERG BARCL	AT COST	7,598	7,589


Name of organization JOAN B STONE FOUNDATION			Employer identification number 30-6670664
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

Description	Amount
MUTUAL FUND TIMING ADJ	9
CY PURCHASE OF ACCRUED INTEREST	168
WASH SALE/ ROC ON CY SALES ADJ	6
FMV IN EXCESS OF COST OF CONTRIBUTION	86,250
PY ROC ADJ	917
AMORT AND COST BASIS ADJ	58

Description	Revenue and Expenses per Books	Net Investment Income
INVESTMENT EXPENSES - PROCEEDS	112	112
OTHER INVESTMENT EXPENSES	26	26
PROPERTY EXPENSES	3,484	3,484

Description	Amount
PY PURCHASE OF ACCRUED INTEREST	46
TEMPORARY ADVANCE ADJUSTMENT	121

Category	Amount	Net Investment Income
FOREIGN TAXES	507	507
REAL ESTATE TAX ON NON-RENTAL	88	88
FEDERAL ESTIMATES - PRINCIPAL	636	0
FOREIGN TAXES ON NONQUALIFIED	124	124