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
THE O'GRADY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)140 EAST 81ST STREET 5C
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10028
A Employer identification number

06-1383651
B Telephone number (see instructions)

(212) 744-2713
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$4,477,013J 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 2,045 2,045  
4 Dividends and interest from securities... 44,523 44,523  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 298,997
b Gross sales price for all assets on line 6a 1,056,286
7 Capital gain net income (from Part IV, line 2)... 298,997
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,838 0  
12 Total. Add lines 1 through 11........ 352,403 345,565  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,159 0   2,159
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
16,000 8,000   8,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
23,918 11,959   11,959
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,567 2,936   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 843 0   843
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
13,015 41   12,974
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 66,502 22,936   35,935
25 Contributions, gifts, grants paid....... 429,438 429,438
26 Total expenses and disbursements. Add lines 24 and 25 495,940 22,936   465,373
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -143,537
b Net investment income (if negative, enter -0-) 322,629
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 256,161 298,111 298,111
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 448,637 Click to see attachment
List of Attached Documents:
// Content
252,892 		260,258
b Investments—corporate stock (attach schedule)....... 2,119,060 Click to see attachment
List of Attached Documents:
// Content
1,961,055 		3,668,572
c Investments—corporate bonds (attach schedule)....... 26,325 Click to see attachment
List of Attached Documents:
// Content
193,395 		195,155
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).......... 48,224 Click to see attachment
List of Attached Documents:
// Content
49,517 		49,517
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
5,500 		Click to see attachment
List of Attached Documents:
// Content
5,400 		Click to see attachment
List of Attached Documents:
// Content
5,400
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,903,907 2,760,370 4,477,013
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,903,907 2,760,370
29 Total net assets or fund balances (see instructions)..... 2,903,907 2,760,370
30 Total liabilities and net assets/fund balances (see instructions). 2,903,907 2,760,370
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
2,903,907
2
Enter amount from Part I, line 27a .....................
2
-143,537
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,760,370
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,760,370
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 APPLE INC P 2023-05-09 2024-03-28
b APPLE INC P 2023-05-09 2024-06-06
c ABBVIE INC P 2023-05-09 2024-03-28
d ABBVIE INC P 2024-06-07 2024-06-17
e ABBVIE INC P 2023-05-09 2024-07-30
ABBVIE INC P 2023-05-09 2024-11-25
BROADCOM INC P 2023-05-09 2024-03-28
BROADCOM INC P 2023-05-09 2024-07-30
BANK OF AMERICA CORP P 2022-07-11 2024-03-28
BANK OF AMERICA CORP P 2022-07-11 2024-06-17
BANK OF AMERICA CORP P 2024-06-07 2024-06-17
BANK OF AMERICA CORP P 2022-07-11 2024-07-30
BANK OF AMERICA CORP P 2022-07-11 2024-11-25
BANK OF AMERICA CORP P 2022-07-11 2024-11-26
BANK OF AMERICA CORP P 2023-05-09 2024-11-26
BANK OF AMERICA CORP P 2023-05-12 2024-11-26
BLACKROCK INC P 2023-06-05 2024-03-28
BLACKROCK INC P 2023-06-05 2024-06-17
BLACKROCK INC P 2023-06-05 2024-07-30
BLACKROCK INC COM NEW P 2023-06-05 2024-11-25
BRISTOL MYERS SQUIBB P 2023-05-09 2024-03-28
BRISTOL MYERS SQUIBB P 2023-05-09 2024-06-17
BRISTOL MYERS SQUIBB P 2023-05-09 2024-07-18
BRISTOL MYERS SQUIBB P 2024-06-07 2024-07-18
CITIGROUP INC NEW P 2023-05-09 2024-03-28
CITIGROUP INC NEW P 2024-06-07 2024-06-17
CITIGROUP INC NEW P 2023-05-09 2024-07-30
CITIGROUP INC NEW P 2023-05-09 2024-11-25
COMCAST CORP NEW CL A P 2024-06-06 2024-06-17
COMCAST CORP NEW CL A P 2024-06-06 2024-07-30
COMCAST CORP NEW CL A P 2024-06-06 2024-11-25
CISCO SYSTEM INC P 2012-05-30 2024-03-28
CISCO SYSTEM INC P 2024-06-07 2024-06-17
CISCO SYSTEM INC P 2012-05-30 2024-07-30
CISCO SYSTEM INC P 2024-06-07 2024-07-30
CHEVRON CORPORATION P 2023-05-09 2024-03-28
CHEVRON CORPORATION P 2023-05-09 2024-06-17
CHEVRON CORPORATION P 2023-05-09 2024-07-30
CHEVRON CORPORATION P 2023-05-09 2024-11-25
DOW INC P 2023-05-09 2024-03-28
DOW INC P 2024-06-07 2024-06-17
DOW INC P 2023-05-09 2024-07-30
DOW INC P 2024-06-07 2024-07-30
DOW INC P 2023-05-09 2024-11-15
DUKE ENERGY CORP P 2023-05-09 2024-03-28
DUKE ENERGY CORP P 2024-06-07 2024-06-17
DUKE ENERGY CORP P 2023-05-09 2024-07-30
DUKE ENERGY CORP P 2023-05-09 2024-11-25
EMERSON ELECTRIC CO P 2023-05-09 2024-03-28
EMERSON ELECTRIC CO P 2024-06-07 2024-06-17
EMERSON ELECTRIC CO P 2023-05-09 2024-07-30
EMERSON ELECTRIC CO P 2023-05-09 2024-11-25
EATON CORP PLC P 2023-05-09 2024-03-28
EATON CORP PLC P 2023-05-09 2024-06-06
ENTERGY CORP NEW P 2023-05-09 2024-03-28
ENTERGY CORP NEW P 2024-06-07 2024-06-17
ENTERGY CORP NEW P 2023-05-09 2024-07-30
ENTERGY CORP NEW P 2023-05-09 2024-11-25
GENUINE PARTS CO COM P 2018-01-08 2024-03-28
GENUINE PARTS CO COM P 2024-06-07 2024-06-17
GENUINE PARTS CO COM P 2018-01-08 2024-07-30
GENUINE PARTS CO COM P 2024-06-07 2024-07-30
GENUINE PARTS CO COM P 2018-01-08 2024-11-25
GARMIN LTD P 2023-05-09 2024-03-28
GARMIN LTD P 2023-05-09 2024-06-17
GARMIN LTD P 2024-06-07 2024-06-17
GARMIN LTD P 2023-05-09 2024-07-30
GARMIN LTD P 2023-05-09 2024-11-25
HOME DEPOT INC P 2023-05-09 2024-03-28
HOME DEPOT INC P 2023-05-09 2024-06-17
HOME DEPOT INC P 2024-06-07 2024-06-17
HOME DEPOT INC P 2018-01-08 2024-07-30
HOME DEPOT INC P 2018-01-08 2024-11-25
HEWLETT PACKARD P 2024-07-18 2024-07-30
JOHNSON & JOHNSON P 2011-02-10 2024-03-28
JOHNSON & JOHNSON P 2024-06-07 2024-06-17
JOHNSON & JOHNSON P 2011-02-10 2024-07-30
JOHNSON & JOHNSON P 2011-02-10 2024-11-25
JPMORGAN CHASE & CO P 2012-06-08 2024-03-28
JPMORGAN CHASE & CO P 2012-06-08 2024-06-17
JPMORGAN CHASE & CO P 2024-06-07 2024-06-17
JPMORGAN CHASE & CO P 2012-06-08 2024-07-30
JPMORGAN CHASE & CO P 2012-06-08 2024-11-25
COCA COLA COMPANY P 2023-05-09 2024-03-28
COCA COLA COMPANY P 2024-06-07 2024-06-17
COCA COLA COMPANY P 2023-05-09 2024-07-30
COCA COLA COMPANY P 2024-06-07 2024-07-30
COCA COLA COMPANY P 2023-05-09 2024-11-25
LOCKHEED MARTIN CORP P 2018-01-08 2024-03-28
LOCKHEED MARTIN CORP P 2024-06-07 2024-06-17
LOCKHEED MARTIN CORP P 2018-01-08 2024-07-30
LOCKHEED MARTIN CORP P 2018-01-08 2024-11-25
MONDELEZ INTL P 2023-05-09 2024-03-28
MONDELEZ INTL P 2023-05-09 2024-06-17
MONDELEZ INTL P 2023-05-09 2024-07-30
MONDELEZ INTL P 2023-05-09 2024-11-25
MEDTRONIC PLC P 2023-05-09 2024-03-28
MEDTRONIC PLC P 2023-05-09 2024-06-17
MEDTRONIC PLC P 2023-05-09 2024-07-30
MEDTRONIC PLC P 2023-05-09 2024-11-25
MERCK & CO INC NEW P 2018-02-23 2024-03-28
MERCK & CO INC NEW P 2024-06-07 2024-06-17
MERCK & CO INC NEW P 2018-02-23 2024-07-30
MERCK & CO INC NEW P 2018-02-23 2024-11-25
OMNICOM GROUP P 2023-05-09 2024-03-28
OMNICOM GROUP P 2023-05-09 2024-06-17
OMNICOM GROUP P 2023-05-09 2024-07-30
OMNICOM GROUP P 2023-05-09 2024-11-25
PAYCHEX INC P 2023-05-09 2024-03-28
PAYCHEX INC P 2024-06-07 2024-06-17
PAYCHEX INC P 2023-05-09 2024-07-30
PAYCHEX INC P 2023-05-09 2024-11-25
PEPSICO INCORPORATED P 2018-01-08 2024-03-28
PEPSICO INCORPORATED P 2024-06-07 2024-06-17
PEPSICO INCORPORATED P 2018-01-08 2024-07-30
PEPSICO INCORPORATED P 2018-01-08 2024-11-25
PFIZER INCORPORATED P 2023-05-09 2024-03-28
PFIZER INCORPORATED P 2023-05-09 2024-06-17
PFIZER INCORPORATED P 2023-05-09 2024-07-30
PFIZER INCORPORATED P 2023-05-09 2024-11-25
PROCTER & GAMBLE CO P 2018-01-08 2024-03-28
PROCTER & GAMBLE CO P 2024-06-07 2024-06-17
PROCTER & GAMBLE CO P 2018-01-08 2024-07-30
PROCTER & GAMBLE CO P 2018-01-08 2024-11-25
PACKAGING CORP OF AMER P 2023-05-09 2024-03-28
PACKAGING CORP OF AMER P 2023-05-09 2024-06-17
PACKAGING CORP OF AMER P 2024-06-07 2024-06-17
PACKAGING CORP OF AMER P 2023-05-09 2024-07-30
PACKAGING CORP OF AMER P 2023-05-09 2024-11-25
PNC FINANCIAL SERVICES P 2023-05-09 2024-03-28
PNC FINANCIAL SERVICES P 2024-06-07 2024-06-17
PNC FINANCIAL SERVICES P 2023-05-09 2024-07-30
PNC FINANCIAL SERVICES P 2023-05-09 2024-11-25
QUALCOMM INC P 2023-05-09 2024-03-28
QUALCOMM INC P 2023-05-09 2024-07-30
QUALCOMM INC P 2024-06-07 2024-07-30
SOUTHERN COMPANY P 2023-05-09 2024-03-28
SOUTHERN COMPANY P 2024-06-07 2024-06-17
SOUTHERN COMPANY P 2023-05-09 2024-07-30
SOUTHERN COMPANY P 2024-06-07 2024-07-30
SOUTHERN COMPANY P 2023-05-09 2024-11-25
STAG INDUSTRIAL INC P 2023-05-09 2024-03-28
STAG INDUSTRIAL INC P 2023-05-09 2024-06-17
STAG INDUSTRIAL INC P 2023-05-09 2024-07-30
STAG INDUSTRIAL INC P 2023-05-09 2024-11-25
AT & T INC P 2023-05-09 2024-03-28
AT & T INC P 2023-05-09 2024-06-06
TARGET CORP P 2023-05-09 2024-03-28
TARGET CORP P 2023-05-09 2024-06-17
TARGET CORP P 2023-05-09 2024-07-30
TARGET CORP P 2023-05-09 2024-11-25
TARGET CORP P 2024-06-07 2024-11-25
THOMSON REUTERS CORP P 2023-05-09 2024-03-28
THOMSON REUTERS CORP P 2023-05-09 2024-06-06
TEX INSTRUMENTS INC P 2023-05-09 2024-03-28
TEX INSTRUMENTS INC P 2024-06-07 2024-06-17
TEX INSTRUMENTS INC P 2023-05-09 2024-07-30
TEX INSTRUMENTS INC P 2023-05-09 2024-11-25
UNITED PARCEL SERVICE-B P 2018-01-08 2024-03-28
UNITED PARCEL SERVICE-B P 2024-06-07 2024-06-17
UNITED PARCEL SERVICE-B P 2018-01-08 2024-07-30
UNITED PARCEL SERVICE-B P 2024-06-07 2024-07-30
UNITED PARCEL SERVICE-B P 2018-01-08 2024-11-25
VERIZON COMMUNICATIONS P 2023-05-09 2024-03-28
VERIZON COMMUNICATIONS P 2024-06-07 2024-06-17
VERIZON COMMUNICATIONS P 2023-05-09 2024-07-30
VERIZON COMMUNICATIONS P 2024-06-07 2024-07-30
VERIZON COMMUNICATIONS P 2023-05-09 2024-11-25
WELLTOWER INC P 2023-05-09 2024-03-28
WELLTOWER INC P 2023-05-09 2024-06-17
WELLTOWER INC P 2024-06-07 2024-06-17
WELLTOWER INC P 2023-05-09 2024-07-30
WELLTOWER INC P 2023-05-09 2024-11-25
WILLIAMS COMPANIES INC P 2024-11-15 2024-11-25
EXXON MOBIL CORP P 2023-05-09 2024-03-28
EXXON MOBIL CORP P 2024-06-07 2024-06-17
EXXON MOBIL CORP P 2023-05-09 2024-07-30
EXXON MOBIL CORP P 2023-05-09 2024-11-25
ISHARES EDGE MSCI ETF P 2018-01-08 2024-11-25
JPMORGAN EQUITY ETF P 2022-03-07 2024-11-25
JPMORGAN ULTRA-SHORT ETF P 2020-08-13 2024-11-25
ISHARES EDGE MSCI ETF P 2022-03-07 2024-11-25
LOOMIS SYLS STRAT INC Y P 2023-12-18 2024-11-25
LOOMIS SYLS STRAT INC Y P 2024-01-31 2024-11-25
LOOMIS SYLS STRAT INC Y P 2024-03-28 2024-11-25
LOOMIS SYLS STRAT INC Y P 2024-07-29 2024-11-25
LOOMIS SYLS STRAT INC Y P 2024-08-27 2024-11-25
LOOMIS SYLS STRAT INC Y P 2024-09-27 2024-11-25
LOOMIS SYLS STRAT INC Y P 2024-10-28 2024-11-25
A/F NEW WORLD FUND CL F2 P 2020-12-03 2024-11-25
JPMORGAN CH 5% PERPTL P 2021-02-22 2024-08-01
ABB LTD -SPONS ADR F P 2008-10-09 2024-05-02
ABB LTD -SPONS ADR F P 2008-12-01 2024-05-02
ABB LTD -SPONS ADR F P 2013-10-01 2024-05-02
APPLIED MATERIALS INC P 2006-05-17 2024-07-19
BLACKBAUD INC P 2019-05-22 2024-05-02
BERKSHIRE HATHAWAY INC B P 2002-08-23 2024-07-19
EBAY INC P 2014-01-28 2024-05-02
GE VERNOVA LLC P 2023-04-03 2024-05-02
GE VERNOVA LLC P 2023-04-03 2024-07-19
GE VERNOVA LLC P 2023-04-03 2024-11-27
MERCK & CO INC NEW P 2011-06-23 2024-07-19
MICROSOFT CORP P 2011-06-23 2024-05-02
MICROSOFT CORP P 2011-06-23 2024-07-19
M & T BANK CORP P 2017-08-21 2024-05-02
PROCTER & GAMBLE CO P 2010-04-12 2024-07-19
SANDOZ GROUP AG P 2016-04-29 2024-05-02
ZIMMER BIOMET HLDNGS P 2018-06-28 2024-07-19
SUFFOLK NY 5.0%05/01/24 P 2021-01-27 2024-05-01
UST BILL 0.0 022224 P 2023-04-04 2024-02-22
UST BILL 0.0 071124 P 2024-05-01 2024-07-11
UST NTS .375% 091524 P 2023-04-04 2024-09-16
VER NY 5.0%08/15/24 P 2021-01-27 2024-08-15
VER NY 5.0%12/01/24 P 2021-01-27 2024-12-02
APPLE INC P 2018-01-09 2024-01-17
ABBVIE INC P 2022-11-23 2024-01-17
ABBVIE INC P 2022-11-23 2024-06-17
ABBVIE INC P 2022-11-23 2024-07-30
ABBVIE INC P 2022-11-23 2024-11-15
ABBVIE INC P 2022-11-23 2024-11-25
ADOBE SYSTEMS INC P 2018-09-10 2024-01-17
ADOBE SYSTEMS INC P 2018-09-10 2024-07-30
APPLIED MATERIALS INC P 2022-11-23 2024-01-17
APPLIED MATERIALS INC P 2022-11-23 2024-11-15
CADENCE DESIGN SYS INC P 2022-09-12 2024-01-17
CADENCE DESIGN SYS INC P 2022-09-12 2024-06-17
CADENCE DESIGN SYS INC P 2022-09-12 2024-07-30
CADENCE DESIGN SYS INC P 2022-09-12 2024-11-15
CADENCE DESIGN SYS INC P 2022-09-12 2024-11-25
CORPAY INC P 2022-03-07 2024-06-17
CORPAY INC P 2022-03-07 2024-07-30
CORPAY INC P 2022-03-07 2024-11-15
CORPAY INC P 2022-03-07 2024-11-25
COPART INC P 2022-11-23 2024-01-17
COPART INC P 2022-11-23 2024-06-17
COPART INC P 2022-11-23 2024-07-30
COPART INC P 2022-11-23 2024-11-15
COPART INC P 2022-11-23 2024-11-25
SALESFORCE INC P 2018-09-10 2024-01-17
SALESFORCE INC P 2018-09-10 2024-07-30
SALESFORCE INC P 2018-09-10 2024-11-15
CROWDSTRIKE HLDGS INC P 2020-02-10 2024-01-17
CROWDSTRIKE HLDGS INC P 2020-02-10 2024-07-30
DROPBOX INC CL A P 2020-06-29 2024-01-17
DROPBOX INC CL A P 2020-06-29 2024-06-17
DROPBOX INC CL A P 2020-06-29 2024-07-30
DROPBOX INC CL A P 2020-06-29 2024-11-15
DROPBOX INC CL A P 2020-06-29 2024-11-25
DATADOG INC CL A P 2022-09-19 2024-01-17
DATADOG INC CL A P 2022-09-19 2024-07-30
DATADOG INC CL A P 2022-09-19 2024-11-15
EOG RESOURCES INC P 2022-01-10 2024-01-17
EOG RESOURCES INC P 2022-01-10 2024-06-17
EOG RESOURCES INC P 2022-01-10 2024-07-30
EOG RESOURCES INC P 2022-01-10 2024-11-15
EOG RESOURCES INC P 2022-01-10 2024-11-25
EXPEDITORS INTL WASH INC P 2021-06-28 2024-01-17
EXPEDITORS INTL WASH INC P 2021-06-28 2024-06-17
EXPEDITORS INTL WASH INC P 2021-06-28 2024-07-30
EXPEDITORS INTL WASH INC P 2021-06-28 2024-11-15
EXPEDITORS INTL WASH INC P 2021-06-28 2024-11-25
FISERV INC P 2021-06-28 2024-01-17
FISERV INC P 2021-06-28 2024-06-17
FISERV INC P 2021-06-28 2024-07-30
FISERV INC P 2021-06-28 2024-11-15
FISERV INC P 2022-11-23 2024-11-25
FLEETCOR TECHNOLOGIES P 2022-03-07 2024-01-17
FORTINET INC P 2019-08-05 2024-01-17
FORTINET INC P 2019-08-05 2024-11-15
HOME DEPOT INC P 2016-04-04 2024-01-17
HOME DEPOT INC P 2016-04-04 2024-06-17
HOME DEPOT INC P 2016-04-04 2024-07-30
HOME DEPOT INC P 2016-04-04 2024-11-25
HP INC P 2022-11-23 2024-01-17
HP INC P 2022-11-23 2024-06-17
HP INC P 2022-11-23 2024-07-30
HP INC P 2022-11-23 2024-11-15
HERSHEY COMPANY P 2022-11-23 2024-01-17
HERSHEY COMPANY P 2022-11-23 2024-06-17
HERSHEY COMPANY P 2022-11-23 2024-07-30
HERSHEY COMPANY P 2022-11-23 2024-11-15
HERSHEY COMPANY P 2022-11-23 2024-11-25
HUNT J B TRANS SVC INC P 2021-06-14 2024-01-17
HUNT J B TRANS SVC INC P 2021-06-14 2024-06-17
HUNT J B TRANS SVC INC P 2021-06-14 2024-07-30
HUNT J B TRANS SVC INC P 2021-06-14 2024-11-15
HUNT J B TRANS SVC INC P 2021-06-14 2024-11-25
KEYSIGHT TECHS INC P 2021-03-01 2024-01-17
KEYSIGHT TECHS INC P 2021-03-01 2024-06-17
KEYSIGHT TECHS INC P 2021-03-01 2024-07-30
KEYSIGHT TECHS INC P 2021-03-01 2024-11-15
KLA CORP P 2018-01-09 2024-01-17
KLA CORP P 2018-01-09 2024-06-17
KLA CORP P 2018-01-09 2024-07-30
KLA CORP P 2018-01-09 2024-11-15
LAM RESEARCH CORPORATION P 2020-09-21 2024-01-17
LOCKHEED MARTIN CORP P 2022-11-23 2024-01-17
LOCKHEED MARTIN CORP P 2022-11-23 2024-06-17
LOCKHEED MARTIN CORP P 2022-11-23 2024-07-30
LOCKHEED MARTIN CORP P 2022-11-23 2024-11-25
CHENIERE ENERGY INC NEW P 2022-05-23 2024-01-17
CHENIERE ENERGY INC NEW P 2022-05-23 2024-06-17
CHENIERE ENERGY INC NEW P 2022-05-23 2024-07-30
CHENIERE ENERGY INC NEW P 2022-05-23 2024-11-15
CHENIERE ENERGY INC NEW P 2022-05-23 2024-11-25
LAM RESH CORP NEW P 2020-09-21 2024-11-15
LAM RESH CORP NEW P 2020-09-21 2024-11-25
LULULEMON ATHLETICA INC P 2019-09-03 2024-01-17
LULULEMON ATHLETICA INC P 2019-09-03 2024-06-17
LULULEMON ATHLETICA INC P 2019-09-03 2024-07-30
LULULEMON ATHLETICA INC P 2019-09-03 2024-11-15
LULULEMON ATHLETICA INC P 2019-09-03 2024-11-25
LIVE NATION ENTRTNMNT P 2022-11-23 2024-01-17
LIVE NATION ENTRTNMNT P 2022-11-23 2024-06-17
LIVE NATION ENTRTNMNT P 2022-11-23 2024-07-30
LIVE NATION ENTRTNMNT P 2022-11-23 2024-11-15
LIVE NATION ENTRTNMNT P 2022-11-23 2024-11-25
MCKESSON CORPORATION P 2022-06-27 2024-01-17
MCKESSON CORPORATION P 2021-07-19 2024-06-17
MCKESSON CORPORATION P 2021-07-19 2024-07-30
MCKESSON CORPORATION P 2021-07-19 2024-11-15
MCKESSON CORPORATION P 2021-07-19 2024-11-25
META PLATFORMS INC A P 2015-03-04 2024-01-17
META PLATFORMS INC A P 2015-03-04 2024-11-25
MOLINA HEALTHCARE INC P 2022-11-23 2024-01-17
MOLINA HEALTHCARE INC P 2022-11-23 2024-06-17
MOLINA HEALTHCARE INC P 2022-11-23 2024-07-30
MOLINA HEALTHCARE INC P 2022-11-23 2024-11-15
MOLINA HEALTHCARE INC P 2022-11-23 2024-11-25
MICROSOFT CORP P 2016-10-11 2024-01-17
NETFLIX.COM INC P 2018-10-22 2024-01-17
NETFLIX.COM INC P 2018-10-22 2024-11-25
OCCIDENTAL PETE CORP P 2022-11-23 2024-01-17
OCCIDENTAL PETE CORP P 2022-11-23 2024-06-17
OCCIDENTAL PETE CORP P 2022-11-23 2024-07-30
OCCIDENTAL PETE CORP P 2022-11-23 2024-11-15
OCCIDENTAL PETE CORP P 2022-11-23 2024-11-25
PULTE GROUP INC P 2021-09-20 2024-01-17
PULTE GROUP INC P 2021-09-20 2024-06-17
PULTE GROUP INC P 2021-09-20 2024-07-30
PULTE GROUP INC P 2021-09-20 2024-11-15
PULTE GROUP INC P 2021-09-20 2024-11-25
PARKER HANNIFIN CORP P 2022-11-23 2024-01-17
PARKER HANNIFIN CORP P 2022-11-23 2024-06-17
PARKER HANNIFIN CORP P 2022-11-23 2024-07-30
PARKER HANNIFIN CORP P 2022-11-23 2024-11-15
PARKER HANNIFIN CORP P 2022-11-23 2024-11-25
QUALCOMM INC P 2020-06-29 2024-01-17
STARBUCKS CORP P 2021-10-04 2024-01-17
STARBUCKS CORP P 2021-10-04 2024-06-17
STARBUCKS CORP P 2021-10-04 2024-07-30
STARBUCKS CORP P 2021-10-04 2024-11-15
STARBUCKS CORP P 2021-10-04 2024-11-25
SYNOPSYS CORP P 2022-03-28 2024-01-17
SYNOPSYS CORP P 2022-03-28 2024-07-30
SYNOPSYS CORP P 2022-03-28 2024-11-15
SYNOPSYS CORP P 2022-03-28 2024-11-25
TJX COS INC NEW P 2020-05-11 2024-01-17
TJX COS INC NEW P 2020-05-11 2024-06-17
TJX COS INC NEW P 2020-05-11 2024-07-30
TJX COS INC NEW P 2020-05-11 2024-11-15
TJX COS INC NEW P 2020-05-11 2024-11-25
TEX INSTRUMENTS INC P 2018-01-09 2024-01-17
TEX INSTRUMENTS INC P 2018-01-09 2024-07-30
TEX INSTRUMENTS INC P 2018-01-09 2024-11-15
TEX INSTRUMENTS INC P 2018-01-09 2024-11-25
ULTA BEAUTY INC P 2022-11-23 2024-01-17
ULTA BEAUTY INC P 2022-11-23 2024-06-17
ULTA BEAUTY INC P 2022-11-23 2024-07-30
ULTA BEAUTY INC P 2022-08-23 2024-11-15
ULTA BEAUTY INC P 2022-08-23 2024-11-25
UNITEDHEALTH GROUP P 2019-05-20 2024-01-17
UNITEDHEALTH GROUP P 2019-05-20 2024-06-17
UNITEDHEALTH GROUP P 2019-05-20 2024-11-15
UNITEDHEALTH GROUP P 2019-05-20 2024-11-25
UNITED RENTALS INC P 2022-11-23 2024-01-17
UNITED RENTALS INC P 2022-11-23 2024-06-17
UNITED RENTALS INC P 2022-11-23 2024-07-30
UNITED RENTALS INC P 2022-11-23 2024-11-15
UNITED RENTALS INC P 2022-11-23 2024-11-25
WILLIAMS SONOMA INC P 2021-07-19 2024-01-17
WILLIAMS SONOMA INC P 2021-07-19 2024-06-17
WILLIAMS SONOMA INC P 2021-07-19 2024-07-30
WILLIAMS SONOMA INC P 2021-07-19 2024-11-15
WILLIAMS SONOMA INC P 2021-07-19 2024-11-25
WISDOMTREE US MIDCAP ETF P 2018-01-09 2024-01-17
WISDOMTREE US MIDCAP ETF P 2018-01-09 2024-07-05
WISDOMTREE US MIDCAP ETF P 2018-01-09 2024-07-30
WISDOMTREE US MIDCAP ETF P 2018-01-09 2024-11-25
ISHARES CORE S&P SML ETF P 2018-01-09 2024-01-17
ISHARES CORE S&P SML ETF P 2018-01-09 2024-07-05
ISHARES CORE S&P SML ETF P 2018-01-09 2024-07-30
ISHARES CORE S&P SML ETF P 2018-01-09 2024-11-25
ISHS RUSSL 2000 VAL ETF P 2017-06-08 2024-01-17
ISHS RUSSL 2000 VAL ETF P 2017-06-08 2024-07-05
ISHS RUSSL 2000 VAL ETF P 2017-06-08 2024-07-30
ISHS RUSSL 2000 VAL ETF P 2017-06-08 2024-11-25
ISHARES RUSSL M/CAP ETF P 2018-01-09 2024-01-17
ISHARES RUSSL M/CAP ETF P 2018-01-09 2024-07-05
ISHARES RUSSL M/CAP ETF P 2018-01-09 2024-07-30
ISHARES RUSSL M/CAP ETF P 2018-01-09 2024-11-25
INVESCO S&P MIDCAP ETF P 2018-01-09 2024-01-17
INVESCO S&P MIDCAP ETF P 2018-01-09 2024-07-05
INVESCO S&P MIDCAP ETF P 2018-01-09 2024-07-30
INVESCO S&P MIDCAP ETF P 2018-01-09 2024-11-25
INVESCO S&P SMALLCAP ETF P 2018-01-09 2024-01-17
INVESCO S&P SMALLCAP ETF P 2018-01-09 2024-07-05
INVESCO S&P SMALLCAP ETF P 2018-01-09 2024-07-30
INVESCO S&P SMALLCAP ETF P 2018-01-09 2024-11-25
DELAWARE S/C CORE CL I P 2018-01-09 2024-01-17
DELAWARE S/C CORE CL I P 2023-12-19 2024-01-17
DELAWARE S/C CORE CL I P 2023-12-19 2024-01-17
DELAWARE S/C CORE CL I P 2023-12-19 2024-01-17
DELAWARE S/C CORE CL I P 2018-01-09 2024-07-05
DELAWARE S/C CORE CL I P 2018-01-09 2024-07-30
DELAWARE S/C CORE CL I P 2018-01-09 2024-11-25
PRINCIPAL MIDCAP I P 2018-01-09 2024-01-17
PRINCIPAL MIDCAP I P 2023-12-14 2024-01-17
PRINCIPAL MIDCAP I P 2023-12-28 2024-01-17
PRINCIPAL MIDCAP I P 2018-01-09 2024-07-05
PRINCIPAL MIDCAP I P 2018-01-09 2024-07-30
PRINCIPAL MIDCAP I P 2018-01-09 2024-11-25
CAPITAL GAINS 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 341   345 -4
b 8,015   7,065 950
c 362   295 67
d 508   506 2
e 559   442 117
358   295 63
1,318   620 698
875   372 503
602   505 97
510   410 100
471   476 -5
1,315   1,009 306
709   473 236
95   63 32
8,735   5,103 3,632
14,147   8,056 6,091
837   677 160
770   677 93
872   677 195
1,039   677 362
161   204 -43
246   409 -163
4,419   6,879 -2,460
525   493 32
316   233 83
478   495 -17
656   466 190
351   233 118
410   432 -22
570   550 20
304   275 29
250   82 168
362   368 -6
384   132 252
96   92 4
315   320 -5
458   480 -22
478   480 -2
323   320 3
232   215 17
385   389 -4
322   323 -1
107   111 -4
5,700   6,893 -1,193
289   294 -5
405   410 -5
548   491 57
230   196 34
340   252 88
425   427 -2
693   503 190
396   252 144
628   341 287
12,791   6,997 5,794
211   214 -3
427   436 -9
463   428 35
304   214 90
311   196 115
278   286 -8
291   196 95
145   143 2
261   196 65
298   208 90
160   104 56
479   490 -11
713   416 297
431   208 223
382   290 92
347   290 57
347   327 20
727   384 343
430   192 238
440   479 -39
317   122 195
438   441 -3
483   183 300
313   122 191
399   67 332
195   34 161
390   397 -7
856   134 722
499   67 432
245   254 -9
376   384 -8
406   381 25
68   64 4
257   254 3
456   328 128
459   470 -11
536   328 208
519   328 191
211   234 -23
330   389 -59
402   467 -65
194   234 -40
262   270 -8
319   360 -41
403   450 -47
255   270 -15
263   104 159
385   392 -7
461   208 253
201   104 97
292   277 15
359   370 -11
486   462 24
315   277 38
245   215 30
494   487 7
511   430 81
291   215 76
351   236 115
330   344 -14
519   354 165
163   118 45
167   232 -65
245   348 -103
376   464 -88
157   232 -75
325   183 142
505   506 -1
482   275 207
355   183 172
378   267 111
184   134 50
368   365 3
793   534 259
498   267 231
321   233 88
454   464 -10
728   466 262
428   233 195
337   213 124
508   319 189
339   417 -78
214   224 -10
391   391 0
415   373 42
83   78 5
264   224 40
230   211 19
352   352 0
529   457 72
223   211 12
211   204 7
7,852   7,282 570
352   315 37
427   472 -45
442   472 -30
130   157 -27
130   146 -16
313   260 53
9,681   7,270 2,411
348   326 22
387   392 -5
605   489 116
406   326 80
294   258 36
271   274 -3
258   258 0
129   137 -8
276   258 18
251   226 25
355   369 -14
360   339 21
120   123 -3
264   226 38
280   233 47
104   77 27
415   416 -1
673   464 209
411   231 180
292   280 12
231   220 11
435   454 -19
474   440 34
241   220 21
1,372   1,441 -69
2,539   2,479 60
1,769   1,779 -10
1,597   1,265 332
344   328 16
224   215 9
288   277 11
230   221 9
227   224 3
226   227 -1
221   219 2
1,138   1,178 -40
25,000   26,325 -1,325
34,499   10,426 24,073
39,422   9,024 30,398
49,277   23,001 26,276
10,430   854 9,576
19,160   20,401 -1,241
17,264   2,002 15,262
19,842   8,367 11,475
7,541   3,893 3,648
7,948   3,893 4,055
16,446   3,893 12,553
12,465   3,304 9,161
19,729   1,215 18,514
15,138   851 14,287
29,368   30,568 -1,200
7,399   2,829 4,570
3,287   1,751 1,536
43,871   43,708 163
40,000   40,000 0
72,196   72,196 0
98,992   98,992 0
100,000   94,741 5,259
35,000   35,000 0
25,000   25,000 0
722   175 547
486   479 7
338   320 18
373   320 53
500   479 21
179   160 19
587   263 324
536   263 273
301   216 85
170   108 62
546   350 196
314   175 139
253   175 78
582   350 232
312   175 137
495   437 58
592   437 155
735   437 298
382   219 163
333   228 105
267   163 104
257   163 94
341   196 145
128   65 63
266   149 117
257   149 108
326   149 177
552   126 426
229   63 166
342   232 110
146   147 -1
171   147 24
245   189 56
86   63 23
486   364 122
343   273 70
378   273 105
223   194 29
236   194 42
252   194 58
270   194 76
135   97 38
380   378 2
248   252 -4
250   252 -2
361   378 -17
122   126 -4
413   325 88
297   217 80
326   217 109
419   217 202
222   102 120
566   437 129
423   111 312
560   95 465
715   269 446
347   135 212
364   135 229
430   135 295
230   237 -7
177   148 29
179   148 31
255   207 48
383   463 -80
183   232 -49
193   232 -39
173   232 -59
177   232 -55
190   164 26
158   164 -6
173   164 9
183   164 19
190   164 26
299   287 12
136   143 -7
136   143 -7
150   143 7
556   109 447
832   109 723
763   109 654
618   109 509
745   307 438
460   481 -21
459   481 -22
536   481 55
519   481 38
327   259 68
155   130 25
181   130 51
422   259 163
220   130 90
286   123 163
145   61 84
466   180 286
311   180 131
256   180 76
325   180 145
323   180 143
446   340 106
267   204 63
282   204 78
521   272 249
282   136 146
492   324 168
596   189 407
608   189 419
610   189 421
618   189 429
362   80 282
564   80 484
390   318 72
306   317 -11
348   317 31
299   317 -18
298   317 -19
386   57 329
479   323 156
872   323 549
113   142 -29
119   142 -23
120   142 -22
100   142 -42
51   71 -20
518   234 284
454   187 267
536   187 349
643   234 409
277   94 183
456   308 148
505   308 197
550   308 242
699   308 391
701   308 393
415   263 152
275   335 -60
162   224 -62
151   224 -73
200   224 -24
102   112 -10
504   323 181
530   323 207
530   323 207
564   323 241
381   192 189
329   144 185
339   144 195
360   144 216
124   48 76
323   221 102
202   110 92
407   221 186
203   110 93
472   448 24
389   448 -59
364   448 -84
374   400 -26
357   400 -43
523   243 280
490   243 247
593   243 350
603   243 360
558   360 198
614   360 254
738   360 378
840   360 480
858   360 498
202   152 50
299   152 147
299   152 147
260   152 108
179   76 103
1,956   1,572 384
1,430   1,108 322
498   357 141
503   322 181
2,555   1,951 604
1,902   1,405 497
704   468 236
642   390 252
1,163   952 211
902   714 188
340   238 102
367   238 129
2,792   1,974 818
2,091   1,387 704
676   427 249
767   427 340
1,995   1,724 271
1,472   1,225 247
532   408 124
526   363 163
2,034   2,221 -187
1,515   1,620 -105
529   509 20
517   463 54
2,756   2,570 186
1,145   1,191 -46
227   236 -9
30   31 -1
3,145   2,781 364
1,063   858 205
1,058   778 280
2,615   1,943 672
798   805 -7
12   12 0
2,697   1,824 873
883   563 320
904   510 394
49,733     49,733
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       -4
b       950
c       67
d       2
e       117
      63
      698
      503
      97
      100
      -5
      306
      236
      32
      3,632
      6,091
      160
      93
      195
      362
      -43
      -163
      -2,460
      32
      83
      -17
      190
      118
      -22
      20
      29
      168
      -6
      252
      4
      -5
      -22
      -2
      3
      17
      -4
      -1
      -4
      -1,193
      -5
      -5
      57
      34
      88
      -2
      190
      144
      287
      5,794
      -3
      -9
      35
      90
      115
      -8
      95
      2
      65
      90
      56
      -11
      297
      223
      92
      57
      20
      343
      238
      -39
      195
      -3
      300
      191
      332
      161
      -7
      722
      432
      -9
      -8
      25
      4
      3
      128
      -11
      208
      191
      -23
      -59
      -65
      -40
      -8
      -41
      -47
      -15
      159
      -7
      253
      97
      15
      -11
      24
      38
      30
      7
      81
      76
      115
      -14
      165
      45
      -65
      -103
      -88
      -75
      142
      -1
      207
      172
      111
      50
      3
      259
      231
      88
      -10
      262
      195
      124
      189
      -78
      -10
      0
      42
      5
      40
      19
      0
      72
      12
      7
      570
      37
      -45
      -30
      -27
      -16
      53
      2,411
      22
      -5
      116
      80
      36
      -3
      0
      -8
      18
      25
      -14
      21
      -3
      38
      47
      27
      -1
      209
      180
      12
      11
      -19
      34
      21
      -69
      60
      -10
      332
      16
      9
      11
      9
      3
      -1
      2
      -40
      -1,325
      24,073
      30,398
      26,276
      9,576
      -1,241
      15,262
      11,475
      3,648
      4,055
      12,553
      9,161
      18,514
      14,287
      -1,200
      4,570
      1,536
      163
      0
      0
      0
      5,259
      0
      0
      547
      7
      18
      53
      21
      19
      324
      273
      85
      62
      196
      139
      78
      232
      137
      58
      155
      298
      163
      105
      104
      94
      145
      63
      117
      108
      177
      426
      166
      110
      -1
      24
      56
      23
      122
      70
      105
      29
      42
      58
      76
      38
      2
      -4
      -2
      -17
      -4
      88
      80
      109
      202
      120
      129
      312
      465
      446
      212
      229
      295
      -7
      29
      31
      48
      -80
      -49
      -39
      -59
      -55
      26
      -6
      9
      19
      26
      12
      -7
      -7
      7
      447
      723
      654
      509
      438
      -21
      -22
      55
      38
      68
      25
      51
      163
      90
      163
      84
      286
      131
      76
      145
      143
      106
      63
      78
      249
      146
      168
      407
      419
      421
      429
      282
      484
      72
      -11
      31
      -18
      -19
      329
      156
      549
      -29
      -23
      -22
      -42
      -20
      284
      267
      349
      409
      183
      148
      197
      242
      391
      393
      152
      -60
      -62
      -73
      -24
      -10
      181
      207
      207
      241
      189
      185
      195
      216
      76
      102
      92
      186
      93
      24
      -59
      -84
      -26
      -43
      280
      247
      350
      360
      198
      254
      378
      480
      498
      50
      147
      147
      108
      103
      384
      322
      141
      181
      604
      497
      236
      252
      211
      188
      102
      129
      818
      704
      249
      340
      271
      247
      124
      163
      -187
      -105
      20
      54
      186
      -46
      -9
      -1
      364
      205
      280
      672
      -7
      0
      873
      320
      394
      49,733
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 2 298,997
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 4,485
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 4,485
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 4,485
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 6,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,000
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,515
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,515 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowCT
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 arrowWWW.THEOGRADYFOUNDATION.ORG
14
The books are in care ofright arrowKATHLEEN O'GRADY PRESIDENT Telephone no.right arrow (212) 744-2713

Located atright arrow140 EAST 81ST STREET APT 5CNEW YORKNY ZIP+4right arrow10028
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
KATHLEEN C O'GRADY DIR., PRESIDENT
1.00 		0 0 0
140 EAST 81ST STREET APT 5C
NEW YORK,NY10028
ANNE E LUPICA ESQ DIR., SEC./TREAS.
0.00 		0 0 0
115 E COUNTRY CLUB DRIVE
PHOENIX,AZ85014
JACQUELINE BECKLEY DIRECTOR
0.00 		0 0 0
3 ROSEWOOD LANE
DENVILLE,NJ07834
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 arrow0
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
4,358,095
b
Average of monthly cash balances.......................
1b
280,666
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,638,761
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
4,638,761
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
69,581
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,569,180
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
228,459
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
228,459
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,485
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,485
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
223,974
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
223,974
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
223,974
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
465,373
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
465,373
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 7 223,974
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 59,724
b From 2020...... 109,321
c From 2021...... 257,585
d From 2022...... 259,184
e From 2023...... 132,280
f Total of lines 3a through e ........ 818,094
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 465,373
a Applied to 2023, but not more than line 2a 0
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..... 223,974
e Remaining amount distributed out of corpus 241,399
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 1,059,493
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		59,724
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		999,769
10 Analysis of line 9:
a Excess from 2020.... 109,321
b Excess from 2021.... 257,585
c Excess from 2022.... 259,184
d Excess from 2023.... 132,280
e Excess from 2024.... 241,399
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MS KATHLEEN O'GRADY PRESIDENT THE O
140 EAST 81ST STREET APT 5C
NEW YORK,NY10028
(212) 744-2713
bThe form in which applications should be submitted and information and materials they should include:
A LETTER OF INQUIRY NO MORE THAN TWO PAGES ADDRESSED TO THE PRESIDENT. A COPY OF THE IRS LETTER DETERMINING 501 (C) (3) TAX STATUS AND THE MOST RECENT 990 TAX RETURN MUST ACCOMPANY THE LETTER.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
FOUNDATION WILL MAKE CONTRIBUTIONS TO PRESELECTED ORGANIZATIONS. FOUNDATION WILL ALSO CONSIDER GRANT REQUESTS FROM ORGANIZATIONS IN THE FIELDS OF ART AND EDUCATION. PROJECT SPECIFIC GRANTS ARE PREFERRED.
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ACLU FOUNDATION

125 BROAD STREET 18TH FLOOR
NEW YORK,NY10004 		NONE PUBLIC GENERAL OPERATING SUPPORT 2,500

AKF FOUNDATION FOR CULTURE AND ENVIRONMENT

PO BOX 1250
COOPERSTOWN,NY13326 		NONE PUBLIC GENERAL OPERATING SUPPORT 5,000

ALDRICH CONTEMPORARY ART MUSEUM

258 MAIN STREET
RIDGEFIELD,CT06877 		NONE PUBLIC GENERAL OPERATING SUPPORT 30,000

AMERICAN ASSOCIATION OF THE NATIONAL THEATER

247 W 30TH STREET 8F
NEW YORK,NY10001 		NONE PUBLIC GENERAL OPERATING SUPPORT 5,225

ATLANTIC THEATER COMPANY

76 NINTH AVENUE SUITE 313
NEW YORK,NY10011 		NONE PUBLIC GENERAL OPERATING SUPPORT 2,000

BARUCH COLLEGE

55 LEXINGTON AVENUE
NEW YORK,NY10010 		NONE PUBLIC GENERAL OPERATING SUPPORT 250

BRATTLEBORO MUSEUM & ART CENTER

10 VERNON STREET
BRATTLEBORO,VT05301 		NONE PUBLIC GENERAL OPERATING SUPPORT 2,500

BRONX MUSEUM OF THE ARTS

1040 GRAND CONCOURSE
BRONX,NY10456 		NONE PUBLIC GENERAL OPERATING SUPPORT 5,000

BROOKLYN MUSEUM

200 EASTERN PARKWAY
BROOKLYN,NY11238 		NONE PUBLIC GENERAL OPERATING SUPPORT 2,500

CARNEGIE HALL

57TH STREET AND 7TH AVENUE
NEW YORK,NY10019 		NONE PUBLIC GENERAL OPERATING SUPPORT 600

CENTRAL PARK CONSERVANCY

14 EAST 60TH STREET
NEW YORK,NY10022 		NONE PUBLIC GENERAL OPERATING SUPPORT 2,500

CONVENT HOUSE NEW YORK

460 W 41ST STREET
NEW YORK,NY10036 		NONE PUBLIC GENERAL OPERATING SUPPORT 2,385

CREATIVE CAPITAL

15 MAIDEN LANE 18TH FLOOR
NEW YORK,NY10038 		NONE PUBLIC GENERAL OPERATING SUPPORT 5,000

CREATIVE TIME

59 E 4TH ST FLOOR7
NEW YORK,NY10003 		NONE PUBLIC GENERAL OPERATING SUPPORT 7,500

EAST ISLIP SEPTO

1 CRAIG B GARIEPY AVENUE
ISLIP TERRACE,NY11752 		NONE PUBLIC GENERAL OPERATING SUPPORT 250

ENTERTAINMENT COMMUNITY

729 SEVENTH AVENUE 10TH FLOOR
NEW YORK,NY10019 		NONE PUBLIC GENERAL OPERATING SUPPORT 2,500

EYEBEAM ART TECHNOLOGY CENTER

199 COOK ST SUITE 104
BROOKLYN,NY11222 		NONE PUBLIC GENERAL OPERATING SUPPORT 51,432

FOOD BANK OF NYC

39 BROADWAY
NEW YORK,NY10006 		NONE PUBLIC GENERAL OPERATING SUPPORT 1,040

FRACTURED ATLAS INC

228 PARK AVE S 56651
NEW YORK,NY100031502 		NONE PUBLIC GENERAL OPERATING SUPPORT 10,870

GUGGENHEIM MUSEUM

1071 5TH AVENUE
NEW YORK,NY10128 		NONE PUBLIC GENERAL OPERATING SUPPORT 140

HEART

PO BOX 738
MAMARONECK,NY10543 		NONE PUBLIC GENERAL OPERATING SUPPORT 2,500

HUDSON RIVER MUSEUM

511 WARBURTON AVENUE
YONKERS,NY10701 		NONE PUBLIC GENERAL OPERATING SUPPORT 3,500

LINCOLN CENTER

150 WEST 65TH STREET
NEW YORK,NY10023 		NONE PUBLIC GENERAL OPERATING SUPPORT 3,500

MARYMOUNT MANHATTAN COLLEGE

221 EAST 71ST STREET
NEW YORK,NY10021 		NONE PUBLIC GENERAL OPERATING SUPPORT 25,000

MASS MOCA

1040 MASS MOCA WAY
NORTH ADAMS,MA01247 		NONE PUBLIC GENERAL OPERATING SUPPORT 7,500

MCC THEATER

511 W 52ND STREET
NEW YORK,NY10019 		NONE PUBLIC GENERAL OPERATING SUPPORT 1,000

METROPOLITAN MUSEUM OF ART

1000 FIFTH AVENUE
NEW YORK,NY10028 		NONE PUBLIC GENERAL OPERATING SUPPORT 1,500

METROPOLITAN OPERA

LINCOLN CENTER
NEW YORK,NY10023 		NONE PUBLIC GENERAL OPERATING SUPPORT 5,500

MORGAN LIBRARY & MUSEUM

225 MADISON AVENUE
NEW YORK,NY10016 		NONE PUBLIC GENERAL OPERATING SUPPORT 8,000

MTC THEATER

311 WEST 43RD STREET 8TH FLOOR
NEW YORK,NY10036 		NONE PUBLIC GENERAL OPERATING SUPPORT 3,200

MUSEUM OF MODERN ART

11 W 53RD STREET
NEW YORK,NY10019 		NONE PUBLIC GENERAL OPERATING SUPPORT 7,000

NEW MUSEUM

235 BOWERY
NEW YORK,NY10002 		NONE PUBLIC GENERAL OPERATING SUPPORT 7,500

NEW YORK PUBLIC RADIO

160 VARICK STREET
NEW YORK,NY10013 		NONE PUBLIC GENERAL OPERATING SUPPORT 1,296

NEW YORK THEATER

79 EAST 4TH STREET
NEW YORK,NY10003 		NONE PUBLIC GENERAL OPERATING SUPPORT 2,600

NORTH FORK COMMUNITY THEATER

12700 SOUND AVENUE
MATTITUCK,NY11952 		NONE PUBLIC GENERAL OPERATING SUPPORT 2,500

NY FOUNDATION FOR THE ARTS

155 AVENUE OF THE AMERICAS
NEW YORK,NY10013 		NONE PUBLIC GENERAL OPERATING SUPPORT 17,050

PEOPLE FOR THE AMERICAN WAY

1101 15TH ST NW STE 600
WASHINGTON,DC20005 		NONE PUBLIC GENERAL OPERATING SUPPORT 2,688

PLANNED PARENTHOOD

123 WILLIAM STREET 10TH FLOOR
NEW YORK,NY10038 		NONE PUBLIC GENERAL OPERATING SUPPORT 2,581

PLAYWRIGHTS HORIZONS

416 W 42ND STREET
NEW YORK,NY10036 		NONE PUBLIC GENERAL OPERATING SUPPORT 5,000

PRO PUBLICA

155 AVENUE OF THE AMERICAS 13TH
FLOOR
NEW YORK,NY10013 		NONE PUBLIC GENERAL OPERATING SUPPORT 2,500

RIVER VALLEY ARTS CENTER

9 S MEISER AVENUE
WAPPINGERS FALLS,NY12590 		NONE PUBLIC GENERAL OPERATING SUPPORT 20,596

SECOND STAGE THEATER

1501 BROADWAY
NEW YORK,NY10036 		NONE PUBLIC GENERAL OPERATING SUPPORT 1,295

SIGNATURE THEATER COMPANY

480 W 42ND STREET
NEW YORK,NY10036 		NONE PUBLIC GENERAL OPERATING SUPPORT 5,000

THE BRIGID ALLIANCE

PO BOX 58
NEW YORK,NY10024 		NONE PUBLIC GENERAL OPERATING SUPPORT 25,540

THE FEMINIST INSTITUTE

1220 PARK AVE SR7
NEW YORK,NY10128 		NONE PUBLIC GENERAL OPERATING SUPPORT 30,000

THE MOTHER JONES INVESTIGATIVE FUND

PO BOX 584
SAN FRANCISCO,CA94104 		NONE PUBLIC GENERAL OPERATING SUPPORT 1,000

THE NEW GROUP

240 W 35TH STREET SUITE 1200
NEW YORK,NY10001 		NONE PUBLIC GENERAL OPERATING SUPPORT 1,500

THE NORWALK ART SPACE

455 WEST AVENUE
NORWALK,CT06850 		NONE PUBLIC GENERAL OPERATING SUPPORT 8,300

THE PLAY COMPANY

321 W 44 STREET 801
NEW YORK,NY10036 		NONE PUBLIC GENERAL OPERATING SUPPORT 1,545

THE PUBLIC THEATER

425 LAFAYETTE STREET
NEW YORK,NY10003 		NONE PUBLIC GENERAL OPERATING SUPPORT 8,000

THE SHED

545 W 30TH STREET
NEW YORK,NY10001 		NONE PUBLIC GENERAL OPERATING SUPPORT 250

THE WNET GROUP

825 EIGHTH AVENUE
NEW YORK,NY10019 		NONE PUBLIC GENERAL OPERATING SUPPORT 750

UNIVERSITY OF CALIFORNIA DAVIS

1 SHIELDS AVENUE
DAVIS,CA95616 		NONE PUBLIC GENERAL OPERATING SUPPORT 500

VOTERIDERS

171 PIER AVENUE 313
SANTA MONICA,CA90405 		NONE PUBLIC GENERAL OPERATING SUPPORT 25,000

WHITNEY MUSEUM OF AMERICAN ART

99 GANSEVOORT
NEW YORK,NY10014 		NONE PUBLIC GENERAL OPERATING SUPPORT 46,444

WORLD CENTERAL KITCHEN

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001 		NONE PUBLIC GENERAL OPERATING SUPPORT 2,611
Total .................................right arrow 3a 429,438
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 2,045  
4 Dividends and interest from securities ....     14 44,523  
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 .....     01 6,838  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 298,997  
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) .. 0 352,403 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
352,403
(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:
THE O'GRADY FOUNDATION INC
EIN:
06-1383651
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 16,000 8,000   8,000

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE O'GRADY FOUNDATION INC
EIN:
06-1383651
Name of Bond End of Year Book Value End of Year Fair Market Value
AMGEN 2.6% 8/19/26 100K 95,655 96,719
ROPER TECH 3.8% 12/15/26 97,740 98,436

TY 2024 InvestmentsCorpStockSchedule
Name:
THE O'GRADY FOUNDATION INC
EIN:
06-1383651
Name of Stock End of Year Book Value End of Year Fair Market Value
ADBE 4,620 72,927
APD 17,212 72,510
ALB 86,166 60,256
ADI 14,013 100,919
AMAT 8,110 77,249
ADSK 14,944 76,848
BRKB 18,018 163,181
DVN 18,333 22,911
DEO 64,372 76,278
DOV 16,294 93,800
EXAS 9,199 8,429
GE 45,964 100,074
GEHC 41,104 39,090
GILD 26,680 36,948
HXL 16,335 18,810
HRL 21,604 50,192
JNJ 32,553 72,310
JCI 38,244 78,930
LIN 40,862 104,668
MDT 68,102 71,892
MRK 24,779 74,610
MTD 37,607 36,710
MFST 7,657 132,773
NSRGY 15,057 40,850
NVS 31,736 48,655
PAYX 26,436 119,187
PYPL 41,562 76,815
PG 25,461 67,898
RTX 85,329 115,720
SNY 49,284 57,876
SHEL 45,337 43,855
TDY 35,496 41,772
TRMB 26,433 56,528
UL 33,331 85,050
USB 31,092 28,698
VPL 26,960 35,520
VRSK 25,204 137,715
WY 31,021 28,150
USMV 35,949 42,886
EEMV 42,421 39,259
JPST 52,083 51,629
JEPI 70,975 70,934
NFFFX 35,132 32,108
NEZYX 46,430 51,959
ABBV 6,332 7,641
BLK 4,740 7,176
AVGO 5,829 21,793
CVX 6,210 5,649
CSCO 2,484 8,939
C 6,575 9,925
KO 6,607 6,475
CMCSA 8,373 7,994
DUK 6,475 7,111
EMR 6,460 9,543
ETR 6,532 9,250
XOM 6,495 6,347
GRMN 6,450 12,788
GPC 3,628 4,320
HPE 7,692 7,878
HD 4,034 8,169
JNJ 2,269 5,640
JPM 1,544 11,027
LMT 4,269 6,317
MDT 6,622 5,911
MRK 2,915 5,571
MDLZ 6,629 5,137
MS 8,734 8,423
OMC 6,554 6,109
PKG 6,278 10,581
PAYX 6,551 8,553
PEP 3,771 4,866
PFE 6,709 4,722
PNC 6,518 10,800
PG 3,110 6,874
QCOM 6,918 9,985
SO 6,715 7,409
STAG 6,756 6,493
TGT 2,838 5,407
TXN 6,199 7,125
UPS 4,772 4,666
VZ 6,699 7,118
WELL 6,450 10,460
WMB 8,390 8,118
XMLV 12,616 16,908
XSLV 16,198 16,529
IWN 6,661 9,194
IJR 14,128 20,855
IWR 14,244 23,603
DON 11,434 16,310
DCCIX 27,169 36,002
PCBIX 19,309 31,080
ABBV 4,621 7,463
ADBE 263 445
AAPL 3,058 17,529
AMAT 2,050 3,090
CDNS 3,835 6,610
LNG 2,591 4,297
CPRT 3,301 6,026
CPAY 6,937 11,168
CRWD 1,137 6,159
DDOG 4,752 7,716
DBX 3,368 4,806
EOG 2,427 3,065
EXPD 4,498 4,431
FI 3,067 6,163
FTNT 1,716 10,204
HSY 3,705 2,710
HD 2,693 7,780
HPQ 3,648 4,209
JBHT 1,972 2,048
KEYS 2,581 2,891
KLAC 1,523 8,822
LRCX 1,965 4,623
LYV 4,152 7,900
LMT 3,849 3,888
LULU 1,984 4,207
MCK 3,402 10,258
META 1,520 11,710
MSFT 2,170 16,017
MOH 3,810 3,493
NFLX 4,827 14,261
OXY 1,709 1,383
PH 3,999 8,268
PHM 3,561 8,276
QCOM 3,588 6,298
CRM 2,090 4,681
SBUX 3,158 2,646
SNPS 4,200 6,310
TXN 2,539 4,313
TJX 2,641 6,645
ULTA 3,196 3,479
URI 3,604 7,044
UNH 2,915 6,070
WSM 2,047 5,000

TY 2024 InvestmentsGovtObligationsSch
Name:
THE O'GRADY FOUNDATION INC
EIN:
06-1383651
US Government Securities - End of Year Book Value:

252,892
US Government Securities - End of Year Fair Market Value:

260,258
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
THE O'GRADY FOUNDATION INC
EIN:
06-1383651
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
RIDGEWOOD ENERGY O FUND FMV 5,083 5,083
RIDGEWOOD ENERGY V FUND FMV 5,618 5,618
RIDGEWOOD ENERGY X FUND FMV 21,600 21,600
RIDGEWOOD ENERGY Y FUND FMV 17,216 17,216

TY 2024 LegalFeesSchedule
Name:
THE O'GRADY FOUNDATION INC
EIN:
06-1383651
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 2,159 0   2,159


TY 2024 OtherAssetsSchedule
Name:
THE O'GRADY FOUNDATION INC
EIN:
06-1383651
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DUE FROM KATHLEEN O'GRADY 5,500 5,400 5,400


TY 2024 OtherExpensesSchedule
Name:
THE O'GRADY FOUNDATION INC
EIN:
06-1383651
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSE 1,526 0   1,526
ASSOCIATION EXPENSE 8,280 0   8,280
INSURANCE 2,918 0   2,918
OTHER EXPENSES UBS 41 41   0
NYS FILING FEE 250 0   250


TY 2024 OtherIncomeSchedule2
Name:
THE O'GRADY FOUNDATION INC
EIN:
06-1383651
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
THRU RIDGEWOOD ENERGY Y FUND 3,402 0 3,402
THRU RIDGEWOOD ENERGY X FUND 1,490 0 1,490
THRU RIDGEWOOD ENERGY O FUND 1,178 0 1,178
THRU RIDGEWOOD ENERGY V FUND 768 0 768


TY 2024 OtherProfessionalFeesSchedule
Name:
THE O'GRADY FOUNDATION INC
EIN:
06-1383651
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 23,918 11,959   11,959


TY 2024 TaxesSchedule
Name:
THE O'GRADY FOUNDATION INC
EIN:
06-1383651
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX WITHHELD 2,688 2,688   0
FOREIGN FEES 248 248   0
FEDERAL EXCISE TAX 7,631 0   0