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
PALMER CW FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 803878
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60680
A Employer identification number

36-7334207
B Telephone number (see instructions)

(312) 630-6000
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$7,251,696J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 185,858 185,726  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 129,954
b Gross sales price for all assets on line 6a 482,952
7 Capital gain net income (from Part IV, line 2)... 129,954
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)....... Click to see attachment
List of Attached Documents:
// Content
21 21  
12 Total. Add lines 1 through 11........ 315,833 315,701  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,500 1,250 0 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
55,904 10,125   35,779
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,851 2,530   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
890 890    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 64,145 14,795 0 37,029
25 Contributions, gifts, grants paid....... 244,000 244,000
26 Total expenses and disbursements. Add lines 24 and 25 308,145 14,795 0 281,029
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,688
b Net investment income (if negative, enter -0-) 300,906
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............   133,922 133,922
2 Savings and temporary cash investments......... 249,769    
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,975,803 Click to see attachment
List of Attached Documents:
// Content
4,099,696 		5,848,909
c Investments—corporate bonds (attach schedule)....... 1,243,323 Click to see attachment
List of Attached Documents:
// Content
1,243,323 		1,268,865
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,468,895 5,476,941 7,251,696
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........ 5,468,895 5,476,941
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)..... 5,468,895 5,476,941
30 Total liabilities and net assets/fund balances (see instructions). 5,468,895 5,476,941
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
5,468,895
2
Enter amount from Part I, line 27a .....................
2
7,688
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
8,197
4
Add lines 1, 2, and 3 ..........................
4
5,484,780
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
7,839
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,476,941
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 3. ADR AIA GROUP LTD SPONSORED ADR   2013-12-17 2024-06-05
b 4. ADOBE SYS INC   2021-07-27 2024-06-03
c 428. ADR ADVANTEST CORP SPONSORED ADR NEW   2023-07-20 2024-04-22
d 86.23 ADR ADYEN N V ADR   2023-10-10 2024-03-20
e 224.77151 ADR ADYEN N V ADR   2023-03-17 2024-03-20
124.99849 ADR ADYEN N V ADR   2020-10-08 2024-03-20
125. ADR ADYEN N V ADR   2020-10-21 2024-04-26
313. ADR ADYEN N V ADR   2023-10-10 2024-10-14
3. ADVANCED MICRO DEVICES INC   2023-02-08 2024-03-06
6. ADVANCED MICRO DEVICES INC   2023-03-15 2024-03-15
16. ADVANCED MICRO DEVICES INC   2023-06-07 2024-06-11
10. ADVANCED MICRO DEVICES INC   2023-05-12 2024-06-18
4. ADVANCED MICRO DEVICES INC   2023-04-28 2024-07-19
12. ADVANCED MICRO DEVICES INC   2023-04-28 2024-07-23
6. AIRBNB INC CL A COM USD0.0001 CL A   2022-05-05 2024-08-07
.5 ADR AIR LIQUIDE ADR   2016-02-11 2024-06-24
130. ADR ALLIANZ SE UNSPON ADS EACH REP 1/10 ORD SHARES   2021-06-28 2024-07-09
3. ALPHABET INC CAP STK USD0.001 CL C   2022-12-07 2024-01-31
2. ALPHABET INC CAP STK USD0.001 CL C   2022-12-07 2024-02-08
4. ALPHABET INC CAP STK USD0.001 CL C   2006-08-29 2024-02-08
14. ALPHABET INC CAP STK USD0.001 CL C   2006-08-29 2024-03-04
6. ALPHABET INC CAP STK USD0.001 CL C   2023-09-14 2024-10-10
1. ALPHABET INC CAP STK USD0.001 CL C   2023-09-14 2024-10-31
9. ALPHABET INC CAP STK USD0.001 CL C   2006-08-29 2024-10-31
13. ALPHABET INC CAP STK USD0.001 CL C   2006-08-29 2024-11-21
2. AMAZON COM INC   2022-12-06 2024-07-03
6. AMERICAN TOWER CORP   2022-03-31 2024-04-17
4. AMERICAN TOWER CORP   2022-05-18 2024-05-06
3. AMERICAN TOWER CORP   2023-12-20 2024-05-13
3. AMERICAN TOWER CORP   2022-11-18 2024-05-13
2. ANALOG DEVICES INC   2024-06-18 2024-07-24
5. ANALOG DEVICES INC   2024-06-18 2024-11-18
14. ADR ARM HLDGS PLC SPONSORED ADS NEW   2023-09-15 2024-01-26
13. ADR ARM HLDGS PLC SPONSORED ADS NEW   2023-11-22 2024-02-14
6. GDR ASSA ABLOY AB ADR   2023-08-18 2024-06-06
14. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2023-06-12 2024-09-05
18. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2023-06-12 2024-10-07
869. ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM CLASS A   2017-07-21 2024-04-18
2.95 ATLASSIAN CORP CL A   2023-10-18 2024-08-13
33.05 ATLASSIAN CORP CL A   2022-12-21 2024-08-13
1.23 ATLASSIAN CORP CL A   2023-10-18 2024-08-14
13.77 ATLASSIAN CORP CL A   2022-12-21 2024-08-14
21.88 BAE SYS PLC SPONSORED ADR   2023-11-09 2024-07-29
66.12 BAE SYS PLC SPONSORED ADR   2023-05-02 2024-07-29
38. ADR BANCO BILBAO VIZCAYA ARGENTARIA S A SPONSORED ADR   2016-11-16 2024-06-06
39. BHP LTD SPONSORED ADR   2021-02-25 2024-03-12
47. ADR BIONTECH SE ADS   2023-12-04 2024-09-06
10. BROADCOM INC COM   2022-02-01 2024-12-04
7. BROADCOM INC COM   2022-02-01 2024-12-05
2. CADENCE DESIGN SYS INC   2023-04-26 2024-07-17
14.17 CANADIAN PAC KANS CITY LTD   2023-08-10 2024-05-30
58.83 CANADIAN PAC KANS CITY LTD   2016-02-17 2024-05-30
93. CANADIAN PAC KANS CITY LTD   2023-08-10 2024-10-04
32. CHIPOTLE MEXICAN GRILL INC COM STK   2024-07-03 2024-08-14
21. CHIPOTLE MEXICAN GRILL INC COM STK   2024-07-11 2024-08-16
175. ADR CHUGAI PHARMACEUTICALS CO LTD   2022-12-21 2024-04-03
1. COSTCO WHSL CORP NEW   2022-07-18 2024-03-04
1. COSTCO WHSL CORP NEW   2022-07-18 2024-03-22
3. CROWDSTRIKE HLDGS INC CL A CL A   2020-04-03 2024-01-25
2. CROWDSTRIKE HLDGS INC CL A CL A   2020-04-03 2024-06-24
.7 DBS GROUP HOLDINGS LTD-SPONSORED ADR   2015-10-07 2024-04-25
32. DBS GROUP HOLDINGS LTD-SPONSORED ADR   2020-03-23 2024-07-09
13. ADR ENN ENERGY HLDGS LTD ADR   2021-04-27 2024-06-05
1.96 EPAM SYS INC COM STK   2024-05-10 2024-09-26
9.04 EPAM SYS INC COM STK   2022-08-22 2024-09-26
1.95 EPAM SYS INC COM STK   2024-05-10 2024-12-11
9.05 EPAM SYS INC COM STK   2022-08-22 2024-12-11
4.09 EPAM SYS INC COM STK   2024-05-10 2024-12-12
18.91 EPAM SYS INC COM STK   2022-08-22 2024-12-12
161. ADR EVOLUTION AB ADR UNSP ADR EACH REPR 1 ORD   2022-01-14 2024-06-27
20. EXPERIAN PLC   2017-01-18 2024-05-10
166. EXPERIAN PLC   2017-01-18 2024-12-26
33. FERGUSON ENTERPRISES INC USD0.0001   2023-05-24 2024-09-26
8. FOMENTO ECONOMICO MEX-SP ADR   2022-05-12 2024-06-05
3. GOLDMAN SACHS GROUP INC   2021-12-20 2024-11-08
186. ADR HAIER SMART HOME CO LTD ADR   2021-11-30 2024-03-12
415. ADR HAIER SMART HOME CO LTD ADR   2022-12-22 2024-08-09
3. HOME DEPOT INC   2021-07-14 2024-05-22
1. HOME DEPOT INC   2021-07-14 2024-08-01
3. HOME DEPOT INC   2021-07-14 2024-08-12
4. HUBSPOT INC COM   2024-01-30 2024-07-11
84. ADR ICICI BK LTD   2023-01-10 2024-03-01
7. ADR ICICI BK LTD   2016-12-14 2024-06-05
179. ADR ICICI BK LTD   2016-12-14 2024-09-25
114. ADR ICICI BK LTD   2023-01-10 2024-10-10
46. INFINEON TECHNOLOGIES AG SPONSORED ADR   2023-03-08 2024-06-05
2. INTUITIVE SURGICAL INC COM NEW STK   2023-08-30 2024-09-23
2. INTUITIVE SURGICAL INC COM NEW STK   2022-02-10 2024-10-18
6. KEYSIGHT TECHNOLOGIES INC COM   2023-12-20 2024-08-07
8. KEYSIGHT TECHNOLOGIES INC COM   2024-01-10 2024-09-23
1. KOMATSU LTD SPON ADR NEW   2020-04-07 2024-06-05
1. ADR L OREAL S A ADR   2013-12-17 2024-06-05
7. ADR L OREAL S A ADR   2021-09-20 2024-07-05
6. ADR L OREAL S A ADR   2021-09-20 2024-09-11
9. ADR L OREAL S A ADR   2023-01-27 2024-09-12
11. ADR L OREAL S A ADR   2023-01-27 2024-09-16
175. ADR L OREAL S A ADR   2023-11-17 2024-12-11
6. ADR LVMH MOET HENNESSY LOUIS VUITTON ADR   2022-02-02 2024-01-11
8. ADR LVMH MOET HENNESSY LOUIS VUITTON ADR   2022-06-29 2024-06-20
5. ADR LVMH MOET HENNESSY LOUIS VUITTON ADR   2020-09-11 2024-07-17
11. ADR LVMH MOET HENNESSY LOUIS VUITTON ADR   2020-09-11 2024-07-31
111. ADR LVMH MOET HENNESSY LOUIS VUITTON ADR   2015-10-28 2024-08-01
7. LAUDER ESTEE COS INC CL A   2024-03-06 2024-05-02
2. ELI LILLY & CO   2021-05-26 2024-09-09
1. ELI LILLY & CO   2021-05-26 2024-11-14
3. ELI LILLY & CO   2021-05-26 2024-12-23
1. LULULEMON ATHLETICA INC COM   2021-07-20 2024-01-24
3. LULULEMON ATHLETICA INC COM   2022-10-28 2024-05-16
2. LULULEMON ATHLETICA INC COM   2018-12-17 2024-05-22
1. LULULEMON ATHLETICA INC COM   2023-12-12 2024-05-23
4. LULULEMON ATHLETICA INC COM   2018-12-17 2024-05-23
73. MANULIFE FINL CORP   2023-05-15 2024-10-07
3. MARRIOTT INTL INC NEW CL A   2021-11-01 2024-03-26
2. MARRIOTT INTL INC NEW CL A   2022-08-26 2024-04-17
2. MASTERCARD INCORPORATED COM USD0.0001 CLASS A   2022-02-03 2024-05-09
5. MERCADOLIBRE INC COM STK   2023-11-30 2024-02-09
3. MERCADOLIBRE INC COM STK   2024-04-16 2024-06-07
2.14 MERCADOLIBRE INC COM STK   2024-04-16 2024-09-30
1.86 MERCADOLIBRE INC COM STK   2023-09-14 2024-09-30
2. MICROSOFT CORP COM   2021-10-28 2024-03-20
1. MICROSOFT CORP COM   2021-10-28 2024-07-03
20. MOBILEYE GLOBAL INC CL A CL A   2023-06-08 2024-01-04
2. MONGODB INC CL A CL A   2023-07-18 2024-07-31
6. MONGODB INC CL A CL A   2023-09-01 2024-12-23
4. MONGODB INC CL A CL A   2024-09-05 2024-12-27
1. MONGODB INC CL A CL A   2023-05-17 2024-12-27
147. NESTLE S A SPONSORED ADR REPSTG REG SH   2015-10-28 2024-02-14
3. NETFLIX INC COM STK   2023-12-13 2024-12-26
5.99998 NIKE INC CLASS B   2021-12-31 2024-06-28
6.00002 NIKE INC CLASS B   2021-12-31 2024-06-28
14. NIKE INC CLASS B   2021-12-31 2024-07-01
303. ADR NITORI HLDGS CO LTD ADR   2021-09-21 2024-01-10
12. NOVO NORDISK A S ADR   2022-04-12 2024-03-01
4. NOVO NORDISK A S ADR   2023-01-24 2024-05-06
1. NVIDIA CORP   2022-12-15 2024-01-30
3. NVIDIA CORP   2023-02-24 2024-03-11
2. NVIDIA CORP   2022-12-15 2024-05-08
1. NVIDIA CORP   2022-12-15 2024-05-14
1. NVIDIA CORP   2022-12-16 2024-05-16
1. NVIDIA CORP   2022-12-16 2024-05-20
1. NVIDIA CORP   2022-12-16 2024-05-28
3. NVIDIA CORP   2022-12-23 2024-07-19
4. NVIDIA CORP   2022-12-23 2024-07-25
2. SALESFORCE INC COM USD0.001   2021-12-02 2024-01-18
5. SALESFORCE INC COM USD0.001   2021-07-27 2024-04-16
3. SALESFORCE INC COM USD0.001   2022-01-21 2024-05-30
3. SALESFORCE INC COM USD0.001   2023-06-20 2024-05-31
5. SALESFORCE INC COM USD0.001   2022-01-21 2024-05-31
1. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2015-10-07 2024-06-06
23. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2023-07-14 2024-09-06
5. ADR SCHNEIDER ELECTRIC SE   2020-04-07 2024-06-05
3. SHIONOGI & CO LTD ADR   2020-02-11 2024-06-05
80. SHISEIDO SPONSORED ADR   2022-04-25 2024-03-12
4. SNOWFLAKE INC CL A CL A   2021-12-14 2024-06-17
1. ADR SONY CORP ., AMERICAN DEPOSITORY RECEIPT FOR DOLLAR-VALIDATED C   2023-12-04 2024-06-05
8. TJX COS INC NEW   2021-11-04 2024-07-18
4. TJX COS INC NEW   2022-06-17 2024-08-02
7. TAIWAN SEMICONDUCTOR MFG LT   2013-12-17 2024-02-09
37. TAIWAN SEMICONDUCTOR MFG LT   2023-03-08 2024-03-12
3. TAIWAN SEMICONDUCTOR MFG LT   2013-12-17 2024-06-05
7. TAIWAN SEMICONDUCTOR MFG LT   2013-12-17 2024-07-09
7. TAIWAN SEMICONDUCTOR MFG LT   2013-12-17 2024-10-29
5. ADR TENCENT HLDGS LTD ADR   2021-08-09 2024-06-06
3. TESLA INC COM USD0.001   2023-02-06 2024-03-15
7. TESLA INC COM USD0.001   2023-01-30 2024-03-26
6. TESLA INC COM USD0.001   2013-11-26 2024-10-11
9. THE TRADE DESK INC COM CL A COM CL A   2023-10-27 2024-11-13
4. THE TRADE DESK INC COM CL A COM CL A   2022-05-11 2024-12-16
53. THOMSON REUTERS CORP FORMERLY COM NO PAR   2022-12-28 2024-07-17
31. THOMSON REUTERS CORP FORMERLY COM NO PAR   2022-12-28 2024-07-18
20. THOMSON REUTERS CORP FORMERLY COM NO PAR   2022-12-28 2024-07-19
9. UBER TECHNOLOGIES INC COM USD0.00001   2021-11-18 2024-01-10
20. UBER TECHNOLOGIES INC COM USD0.00001   2021-12-15 2024-02-14
3. UBER TECHNOLOGIES INC COM USD0.00001   2021-12-15 2024-03-27
.6 ADR UNICHARM CORP SPONSORED ADR   2019-04-03 2024-12-31
2. UNITEDHEALTH GROUP INC   2022-09-22 2024-04-02
2. UNITEDHEALTH GROUP INC   2021-05-18 2024-04-03
4. UNITEDHEALTH GROUP INC   2023-11-29 2024-04-11
2. UNITEDHEALTH GROUP INC   2021-05-18 2024-04-11
2. VERTEX PHARMACEUTICALS INC   2022-06-24 2024-11-13
3. VISA INC CLASS A SHARES   2022-02-01 2024-05-09
4. VISA INC CLASS A SHARES   2022-02-01 2024-11-14
5. VISA INC CLASS A SHARES   2022-02-03 2024-11-21
18. WASTE CONNECTIONS INC COM   2023-07-14 2024-09-30
19. WASTE CONNECTIONS INC COM   2023-07-14 2024-12-16
15. AON PLC   2022-03-21 2024-05-30
12. AON PLC   2022-03-21 2024-10-07
9. AON PLC   2022-03-21 2024-12-04
6. ARCH CAP GROUP LTD ORD   2023-07-21 2024-03-01
.52 ACCENTURE PLC CLS A   2023-09-26 2024-03-01
1.48 ACCENTURE PLC CLS A   2016-11-09 2024-03-01
3.67 ACCENTURE PLC CLS A   2023-09-26 2024-04-05
10.33 ACCENTURE PLC CLS A   2016-11-09 2024-04-05
11.81 ACCENTURE PLC CLS A   2023-09-26 2024-05-03
33.19 ACCENTURE PLC CLS A   2016-11-09 2024-05-03
.41 #REORG FERGUSON MERGER FERGUSON 2Z11AF4 08-01-2024   2023-05-24 2024-03-01
2.59 #REORG FERGUSON MERGER FERGUSON 2Z11AF4 08-01-2024   2022-03-15 2024-03-01
281. NU HOLDINGS LTD   2024-03-01 2024-10-09
42. NU HOLDINGS LTD   2023-11-10 2024-11-19
58. NU HOLDINGS LTD   2023-11-10 2024-11-20
3. STERIS PLC ORD USD0.001   2020-04-13 2024-05-10
139. XP INC COM USD0.00001 CLASS A   2021-12-31 2024-08-09
2. ALCON AG COM USD0.04 WI   2020-05-29 2024-06-06
15. ASM INTL NV   2022-04-21 2024-11-06
9. ADR ASML HOLDING NV NY REG 2012 (POST REV SPLIT)   2019-02-21 2024-04-05
1. ADR ASML HOLDING NV NY REG 2012 (POST REV SPLIT)   2023-03-22 2024-09-09
3. ADR ASML HOLDING NV NY REG 2012 (POST REV SPLIT)   2024-01-25 2024-11-18
2. ADR ASML HOLDING NV NY REG 2012 (POST REV SPLIT)   2023-04-20 2024-11-18
2. FERRARI N V FERRARI N V COMMON S TOCK   2021-03-30 2024-03-01
10. FERRARI N V FERRARI N V COMMON S TOCK   2021-03-30 2024-06-07
11. FERRARI N V FERRARI N V COMMON S TOCK   2021-03-30 2024-10-09
3. FERRARI N V FERRARI N V COMMON S TOCK   2021-03-30 2024-10-10
108. NEBIUS GROUP N V   2018-10-25 2024-11-06
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 91   59 32
b 1,768   1,891 -123
c 14,576   16,083 -1,507
d 1,382   665 717
e 3,602   3,583 19
2,003   2,450 -447
1,571   2,539 -968
4,694   4,809 -115
627   257 370
1,153   522 631
2,536   1,643 893
1,552   931 621
612   348 264
1,859   1,034 825
667   858 -191
18   7 11
3,642   3,516 126
430   288 142
294   192 102
588   38 550
1,876   132 1,744
979   835 144
175   139 36
1,577   85 1,492
2,159   122 2,037
395   178 217
1,029   1,446 -417
714   939 -225
552   638 -86
552   663 -111
455   469 -14
1,041   1,172 -131
1,014   907 107
1,601   810 791
88   65 23
1,163   1,039 124
1,390   1,280 110
14,310   5,948 8,362
423   572 -149
4,736   9,595 -4,859
177   239 -62
1,978   3,996 -2,018
1,436   1,168 268
4,341   3,412 929
404   247 157
2,197   3,134 -937
4,182   4,674 -492
1,711   591 1,120
1,199   414 785
586   414 172
1,095   1,152 -57
4,548   1,825 2,723
7,624   3,792 3,832
1,656   2,003 -347
1,107   1,284 -177
3,228   2,245 983
764   527 237
737   527 210
900   175 725
758   116 642
74   32 42
3,538   1,415 2,123
494   816 -322
391   364 27
1,801   4,251 -2,450
495   362 133
2,297   4,255 -1,958
1,019   759 260
4,710   8,892 -4,182
16,899   27,399 -10,500
864   350 514
7,224   2,901 4,323
6,698   5,012 1,686
905   579 326
1,782   1,104 678
2,336   2,831 -495
5,029   5,984 -955
999   959 40
361   320 41
1,038   959 79
1,979   2,177 -198
2,222   1,857 365
186   50 136
5,594   1,267 4,327
3,324   2,520 804
1,874   1,354 520
975   631 344
1,028   588 440
740   956 -216
1,211   1,247 -36
29   17 12
99   34 65
619   643 -24
488   543 -55
725   749 -24
899   904 -5
12,541   16,240 -3,699
881   998 -117
1,222   961 261
758   497 261
1,548   1,093 455
15,351   4,013 11,338
927   1,009 -82
1,796   403 1,393
801   202 599
2,344   605 1,739
478   384 94
1,028   565 463
603   240 363
298   502 -204
1,192   479 713
2,196   1,402 794
758   486 272
477   320 157
910   783 127
8,741   7,155 1,586
4,830   4,290 540
4,350   3,156 1,194
3,781   2,563 1,218
842   648 194
458   324 134
594   823 -229
500   837 -337
1,449   2,138 -689
946   1,250 -304
237   280 -43
16,059   11,257 4,802
2,771   1,385 1,386
457   1,002 -545
457   999 -542
1,051   2,434 -1,383
3,735   5,707 -1,972
1,488   631 857
493   281 212
633   168 465
2,631   699 1,932
1,815   337 1,478
901   168 733
951   166 785
947   166 781
1,115   166 949
359   45 314
459   61 398
549   522 27
1,374   1,217 157
657   709 -52
649   637 12
1,082   1,112 -30
193   67 126
4,856   2,164 2,692
248   90 158
35   47 -12
2,269   3,725 -1,456
505   1,438 -933
87   85 2
898   552 346
448   240 208
928   120 808
5,308   3,057 2,251
489   52 437
1,290   120 1,170
1,376   120 1,256
245   303 -58
490   566 -76
1,276   387 889
1,325   48 1,277
1,174   557 617
531   174 357
8,679   6,006 2,673
5,050   3,513 1,537
3,258   2,267 991
553   405 148
1,538   841 697
231   110 121
2   3 -1
910   1,029 -119
921   823 98
1,781   2,142 -361
890   823 67
989   573 416
834   696 138
1,241   928 313
1,551   1,158 393
3,198   2,437 761
3,398   2,573 825
4,165   3,422 743
4,130   2,737 1,393
3,450   2,053 1,397
523   415 108
198   162 36
564   171 393
1,215   1,142 73
3,421   1,193 2,228
3,574   3,674 -100
10,043   3,834 6,209
88   59 29
553   397 156
3,728   3,164 564
569   361 208
776   499 277
685   357 328
2,502   3,989 -1,487
184   129 55
8,040   5,191 2,849
8,786   1,602 7,184
741   649 92
1,989   2,348 -359
1,326   1,281 45
851   345 506
4,151   1,727 2,424
5,028   1,900 3,128
1,361   518 843
1,981   2,914 -933
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
      37,102
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       32
b       -123
c       -1,507
d       717
e       19
      -447
      -968
      -115
      370
      631
      893
      621
      264
      825
      -191
      11
      126
      142
      102
      550
      1,744
      144
      36
      1,492
      2,037
      217
      -417
      -225
      -86
      -111
      -14
      -131
      107
      791
      23
      124
      110
      8,362
      -149
      -4,859
      -62
      -2,018
      268
      929
      157
      -937
      -492
      1,120
      785
      172
      -57
      2,723
      3,832
      -347
      -177
      983
      237
      210
      725
      642
      42
      2,123
      -322
      27
      -2,450
      133
      -1,958
      260
      -4,182
      -10,500
      514
      4,323
      1,686
      326
      678
      -495
      -955
      40
      41
      79
      -198
      365
      136
      4,327
      804
      520
      344
      440
      -216
      -36
      12
      65
      -24
      -55
      -24
      -5
      -3,699
      -117
      261
      261
      455
      11,338
      -82
      1,393
      599
      1,739
      94
      463
      363
      -204
      713
      794
      272
      157
      127
      1,586
      540
      1,194
      1,218
      194
      134
      -229
      -337
      -689
      -304
      -43
      4,802
      1,386
      -545
      -542
      -1,383
      -1,972
      857
      212
      465
      1,932
      1,478
      733
      785
      781
      949
      314
      398
      27
      157
      -52
      12
      -30
      126
      2,692
      158
      -12
      -1,456
      -933
      2
      346
      208
      808
      2,251
      437
      1,170
      1,256
      -58
      -76
      889
      1,277
      617
      357
      2,673
      1,537
      991
      148
      697
      121
      -1
      -119
      98
      -361
      67
      416
      138
      313
      393
      761
      825
      743
      1,393
      1,397
      108
      36
      393
      73
      2,228
      -100
      6,209
      29
      156
      564
      208
      277
      328
      -1,487
      55
      2,849
      7,184
      92
      -359
      45
      506
      2,424
      3,128
      843
      -933
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 129,954
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 4,183
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 4,183
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 4,183
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,372
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 3,372
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.......right arrow 9 811
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowAZ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowNORTHERN TRUST COMPANY Telephone no.right arrow (312) 630-6000

Located atright arrowPO BOX 803878CHICAGOIL ZIP+4right arrow60680
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
 
 
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
CHARLES W PALMER TRUSTEE
1 		0    
C/O NORTHERN TRUST
CHICAGO,IL60680
ALICE A PALMER TRUSTEE
1 		0    
C/O NORTHERN TRUST
CHICAGO,IL60680
MELISSA STRANGE TRUSTEE
1 		0    
C/O NORTHERN TRUST
CHICAGO,IL60680
HEIDI PALMER TRUSTEE
1 		0    
C/O NORTHERN TRUST
CHICAGO,IL60680
CHARLES M PALMER TRUSTEE
1 		0    
C/O NORTHERN TRUST
CHICAGO,IL60680
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
7,151,308
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,151,308
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
7,151,308
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
107,270
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,044,038
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
352,202
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
352,202
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,183
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,183
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
348,019
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
348,019
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
348,019
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
281,029
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
281,029
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 7 348,019
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 273,748
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 281,029
a Applied to 2023, but not more than line 2a 273,748
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..... 7,281
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 .......... 		340,738
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
CHARLES W PALMER
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.
NA
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

SEE ATTACHED SCHEDULE

SEE ATTACHED SCHEDULE
SEE ATTACHED SCHEDULE,IL60680 		NONE PC GENERAL SUPPORT 244,000
Total .................................right arrow 3a 244,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 185,858  
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 ............ 		    18 129,954  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMFO DFA US L/C VAL 		    14 21  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   315,833  
13Total. Add line 12, columns (b), (d), and (e)..................
13
315,833
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
PALMER CW FAMILY FOUNDATION
EIN:
36-7334207
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,500 1,250   1,250

TY 2024 InvestmentsCorpBondsSchedule
Name:
PALMER CW FAMILY FOUNDATION
EIN:
36-7334207
Name of Bond End of Year Book Value End of Year Fair Market Value
SEE ATTACHED SCHEDULE    
C33939L886 MFC ETF FLEXSHARES 950,673 960,234
C46435U853 MFC ISHARES TR BROA 292,650 308,631

TY 2024 InvestmentsCorpStockSchedule
Name:
PALMER CW FAMILY FOUNDATION
EIN:
36-7334207
Name of Stock End of Year Book Value End of Year Fair Market Value
SEE ATTACHED SCHEDULE    
C001317205 ADR AIA GROUP LTD S 3,492 5,130
C00783V104 ADR ADYEN N V ADR 20,305 22,151
C009126202 ADR AIR LIQUIDE ADR 2,011 4,418
C015393101 ADR ALFA LAVAL AB S 2,438 6,437
C018820100 ADR ALLIANZ SE UNSP 8,948 15,239
C02319V103 ADR AMBEV SA SPONSO 5,609 3,591
C045387107 GDR ASSA ABLOY AB A 3,481 4,673
C049255706 ADR ATLAS COPCO AB 2,130 6,597
C05946K101 ADR BANCO BILBAO VI 5,554 8,418
C088606108 ADR BHP GROUP LTD S 9,582 5,860
C136375102 CANADIAN NATL RY CO 1,924 3,553
C171269103 ADR CHUGAI PHARMACE 6,629 11,490
C19624Y200 ADR COLOPLAST A/S S 3,885 3,356
C23304Y100 ADR DBS GROUP HLDGS 7,098 17,926
C233802107 ADR DAIFUKU CO LTD 3,287 3,519
C237545108 ADR DASSAULT SYS S 6,121 10,194
C25461D100 ADR DISCO CORP ADR 4,758 4,729
C26876F102 ADR ENN ENERGY HLDG 8,700 5,775
C29429L105 ADR EPIROC AB UNSPO 2,878 5,295
C344419106 ADR FOMENTO ECONOMI 6,937 8,549
C372303206 GENMAB A/S SPONSORE 5,870 3,026
C40052P107 ADR GRUPO FINANCIER 4,438 3,274
C40415F101 ADR HDFC BK LTD ADR 11,157 12,389
C40523H106 ADR HAIER SMART HOM 5,054 5,810
C405552100 HALEON PLC ADR 9,805 11,295
C45662N103 ADR INFINEON TECHNO 6,068 11,286
C500458401 ADR KOMATSU LTD SPO 3,296 5,273
C502117203 ADR L OREAL S A ADR 5,759 9,083
C56501R106 MANULIFE FINL CORP 6,557 11,547
C58733R102 MERCADOLIBRE INC CO 22,895 27,207
C641069406 GDR NESTLE S A SPON 8,262 7,598
C670108109 NOVONESIS (NOVOZYME 2,904 3,166
C69343P105 ADR PJSC LUKOIL SPO 14,715 1,211
C715684106 ADR PERUSAHAAN PERS 5,406 3,964
C72341E304 ADR PING AN INSURAN 5,100 2,712
C767204100 ADR RIO TINTO PLC S 4,931 6,234
C771195104 ADR ROCHE HLDG LTD 8,664 9,278
C780259305 ROYAL DUTCH SHELL P 9,346 11,089
C803054204 SAP SE-SPONSORED AD 31,412 39,640
C80687P106 ADR SCHNEIDER ELECT 15,173 27,997
C82455C101 ADR SHIMANO INC ADR 3,201 2,569
C824667109 SHIONOGI & CO LTD A 4,794 3,717
C835699307 ADR SONY GROUP CORP 8,366 10,368
C83569C102 ADR SONOVA HLDG AG 1,694 4,228
C87155N109 ADR SYMRISE AG ADR 2,538 4,912
C87184P109 SYSMEX CORP ADR 7,294 8,263
C874039100 ADR TAIWAN SEMICOND 27,485 52,927
C87873R101 ADR TECHTRONIC INDS 4,294 3,871
C88032Q109 ADR TENCENT HLDGS L 7,677 8,030
C90460M204 ADR UNICHARM CORP S 4,403 3,993
C98980A105 ADR ZTO EXPRESS CAY 4,018 4,008
CG2519Y108 CREDICORP LTD COM S 3,552 4,583
CG54950103 LINDE PLC 15,842 23,027
CH01301128 ALCON AG COM USD0.0 4,759 6,282
C233203827 MFO DFA US L/C VALU 338,692 425,582
C464287168 MFC ISHARES TR SELE 294,925 354,220
C464287689 MFC ISHARES TRUST R 294,522 472,964
C665130100 MFB NORTHERN EQUITY 451,422 550,833
C665130209 MFB NORTHERN EQUITY 339,261 383,091
C78462F103 MFC SPDR S&P 500 ET 1,346,377 2,199,558
C046353108 ADR ASTRAZENECA PLC 27,479 26,011
C049468101 ATLASSIAN CORP CL A 19,206 16,550
C05523R107 ADR BAE SYS PLC SPO 14,261 15,662
C136385101 CANADIAN NAT RES LT 12,695 12,039
C13646K108 CANADIAN PAC KANS C 10,887 19,323
C20449X401 ADR COMPASS GROUP P 13,606 16,022
C22266T109 COUPANG INC 17,941 17,870
C30215C101 EXPERIAN PLC 4,701 11,494
C31488V107 FERGUSON ENTERPRISE 11,238 12,844
C45104G104 ADR ICICI BK LTD 12,314 16,632
C58533E103 ADR MEITUAN UNSPON 22,502 18,784
C606793404 ADR MITSUBISHI HEAV 19,357 22,412
C670100205 ADR NOVO-NORDISK A 21,448 34,752
C775781206 ROLLS ROYCE HOLDING 23,427 22,545
C786584102 ADR SAFRAN ADR 23,968 28,449
C81141R100 ADR SEA LTD ADR 19,240 29,496
C82621A104 SIEMENS ENERGY AG A 18,442 19,403
C88579N105 ADR 3I GROUP ADR 19,160 21,945
C94106B101 WASTE CONNECTIONS I 9,072 11,496
CG0403H108 AON PLC 7,757 12,211
CG0450A105 ARCH CAPITAL GROUP 15,366 20,502
CG4705A100 ICON PLC COM 16,968 22,229
CG6683N103 NU HOLDINGS LTD 13,105 12,059
CG8473T100 STERIS PLC ORD USD0 8,847 15,211
CH42097107 UBS GROUP AG COMMO 15,102 14,736
CL8681T102 SPOTIFY TECHNOLOGY 19,607 29,080
CM7S64H106 MONDAY COM LTD COM 14,009 15,068
CN07045102 ADR ASM INTERNATION 7,959 13,090
CN07059210 ADR ASML HLDG NV NY 4,449 17,327
CN3167Y103 FERRARI N V FERRARI 11,055 27,190
C00687A107 ADR ADIDAS AG SPONS 3,168 3,166
C00724F101 ADOBE INC COM 322 2,668
C007903107 ADVANCED MICRO DEVI 2,767 3,744
C009066101 AIRBNB INC CL A COM 4,588 4,074
C02079K107 ALPHABET INC CAP ST 7,212 15,807
C023135106 AMAZON COM INC COM 6,996 33,786
C032654105 ANALOG DEVICES INC 1,894 1,912
C037833100 APPLE INC COM STK 4,154 22,788
C03831W108 APPLOVIN CORP COM C 1,585 1,619
C097023105 BOEING CO COM 6,990 6,372
C11135F101 BROADCOM INC COM 7,482 21,793
C127387108 CADENCE DESIGN SYS 5,042 6,310
C22160K105 COSTCO WHOLESALE CO 1,424 8,246
C22788C105 CROWDSTRIKE HLDGS I 2,071 5,132
C23804L103 DATADOG INC COM USD 2,956 3,429
C252131107 DEXCOM INC COM 1,900 2,100
C254687106 WALT DISNEY CO 6,758 6,904
C28176E108 EDWARDS LIFESCIENCE 2,087 2,073
C30303M102 META PLATFORMS INC 8,928 22,249
C369604301 GE AEROSPACE 3,643 3,669
C38141G104 GOLDMAN SACHS GROUP 1,887 2,863
C43300A203 HILTON WORLDWIDE HL 3,295 3,707
C437076102 HOME DEPOT INC COM 2,448 2,723
C455793109 ADR INDUSTRIA DE DI 1,751 1,505
C46120E602 INTUITIVE SURGICAL 2,206 4,176
C532457108 ELI LILLY & CO COM 2,620 10,036
C571903202 MARRIOTT INTL INC N 1,496 2,510
C57636Q104 MASTERCARD INC CL A 4,475 10,005
C594918104 MICROSOFT CORP COM 8,814 27,398
C615369105 MOODYS CORP COM 2,620 3,787
C64110L106 NETFLIX INC COM STK 7,316 16,044
C67066G104 NVIDIA CORP COM 2,239 36,661
C67103H107 O REILLY AUTOMOTIVE 4,389 5,929
C697435105 PALO ALTO NETWORKS 2,236 2,547
C743315103 PROGRESSIVE CORP OH 3,978 4,313
C79466L302 SALESFORCE INC COM 4,167 5,015
C81762P102 SERVICENOW INC COM 3,519 7,421
C833445109 SNOWFLAKE INC CL A 3,812 2,779
C872540109 TJX COS INC COM NEW 1,138 2,416
C88160R101 TESLA INC COM USD0. 2,091 13,327
C88339J105 THE TRADE DESK INC 2,977 4,701
C90353T100 UBER TECHNOLOGIES I 3,089 4,524
C92532F100 VERTEX PHARMACEUTIC 4,911 5,235
C92537N108 VERTIV HOLDINGS LLC 2,736 2,840
C92826C839 VISA INC COM CL A S 3,758 7,269
C931142103 WALMART INC COM 6,048 6,957
CG29183103 EATON CORP PLC COM 3,504 3,651
CG3643J108 FLUTTER ENTERTAINME 1,346 1,292

TY 2024 OtherDecreasesSchedule
Name:
PALMER CW FAMILY FOUNDATION
EIN:
36-7334207
Description Amount
2024 TRANSACTIONS POSTED IN 2025 7,815
COST BASIS ADJUSTMENT 24


TY 2024 OtherExpensesSchedule
Name:
PALMER CW FAMILY FOUNDATION
EIN:
36-7334207
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 715 715   0
CLASS ACTION FILING FEES 175 175   0


TY 2024 OtherIncomeSchedule2
Name:
PALMER CW FAMILY FOUNDATION
EIN:
36-7334207
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MFO DFA US L/C VALUE PORTFOLIO 21 21  


TY 2024 OtherIncreasesSchedule
Name:
PALMER CW FAMILY FOUNDATION
EIN:
36-7334207
Description Amount
2023 TRANSACTIONS POSTED IN 2024 8,197


TY 2024 OtherProfessionalFeesSchedule
Name:
PALMER CW FAMILY FOUNDATION
EIN:
36-7334207
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NT ADVISORY FEES 47,705 1,926   35,779
NT INVESTMENT MGMT FEES 8,199 8,199    


TY 2024 TaxesSchedule
Name:
PALMER CW FAMILY FOUNDATION
EIN:
36-7334207
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,127 2,127   0
FEDERAL TAX PAYMENT - PRIOR YE 1,000 0   0
ESTIMATED TAX PAYMENTS 1,321 0   0
FOREIGN TAXES ON QUALIFIED FOR 327 327   0
FOREIGN TAXES ON NONQUALIFIED 76 76   0