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
EDWIN PHILLIPS TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)2036 WASHINGTON STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HANOVER, MA02339
A Employer identification number

04-6025549
B Telephone number (see instructions)

(888) 866-3275
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$14,647,237J 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... 360,113 356,340  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 764,062
b Gross sales price for all assets on line 6a 4,413,844
7 Capital gain net income (from Part IV, line 2)... 764,062
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,124,175 1,120,402  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 113,910 56,955   56,955
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,234 0 0 0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
40,079     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
4,640     4,640
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 162,863 56,955 0 61,595
25 Contributions, gifts, grants paid....... 587,107 587,107
26 Total expenses and disbursements. Add lines 24 and 25 749,970 56,955 0 648,702
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 374,205
b Net investment income (if negative, enter -0-) 1,063,447
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.............      
2 Savings and temporary cash investments......... 571,172 236,319 236,319
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)....... 12,378,950 Click to see attachment
List of Attached Documents:
// Content
13,092,587 		14,410,918
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,950,122 13,328,906 14,647,237
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........ 12,950,122 13,328,906
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)..... 12,950,122 13,328,906
30 Total liabilities and net assets/fund balances (see instructions). 12,950,122 13,328,906
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
12,950,122
2
Enter amount from Part I, line 27a .....................
2
374,205
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,754
4
Add lines 1, 2, and 3 ..........................
4
13,332,081
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,175
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,328,906
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 62. AIR PRODUCTS & CHEMICALS INC   2024-04-25 2024-08-07
b 15. AIR PRODUCTS & CHEMICALS INC   2024-04-25 2024-09-26
c 20. AIR PRODUCTS & CHEMICALS INC   2024-04-25 2024-12-10
d 200. ALPHABET INC-CL A   2023-02-09 2024-01-03
e 200. ALPHABET INC-CL A   2023-02-09 2024-01-29
300. ALPHABET INC-CL A     2024-04-08
200. ALPHABET INC-CL A   2023-03-09 2024-05-09
100. ALPHABET INC-CL A     2024-11-06
100. ALPHABET INC-CL A   2023-04-10 2024-12-10
200. ALPHABET INC-CL A   2023-04-10 2024-12-19
50. APPLE INC   2023-02-09 2024-05-09
200. APPLE INC     2024-08-07
100. APPLE INC   2023-03-09 2024-12-10
40. APPLE INC     2024-12-19
10. AUTOMATIC DATA PROCESSING   2023-02-09 2024-03-06
60. AUTOMATIC DATA PROCESSING     2024-08-07
136. AUTOMATIC DATA PROCESSING     2024-09-06
396. AUTOMATIC DATA PROCESSING     2024-09-06
28. AUTOMATIC DATA PROCESSING   2023-05-08 2024-11-06
10. BERKSHIRE HATHAWAY INC-CL B   2023-02-09 2024-01-03
20. BERKSHIRE HATHAWAY INC-CL B   2023-02-09 2024-01-29
20. BERKSHIRE HATHAWAY INC-CL B   2023-02-09 2024-03-06
10. BERKSHIRE HATHAWAY INC-CL B   2023-02-09 2024-04-08
153. BERKSHIRE HATHAWAY INC-CL B     2024-05-08
12. BERKSHIRE HATHAWAY INC-CL B   2023-03-09 2024-05-09
20. BERKSHIRE HATHAWAY INC-CL B     2024-08-07
15. BERKSHIRE HATHAWAY INC-CL B   2023-03-09 2024-11-06
20. BLACKROCK INC   2023-02-09 2024-01-03
10. BLACKROCK INC     2024-08-07
10. BLACKROCK INC   2023-03-09 2024-09-26
10. BLACKROCK INC     2024-11-06
10. BLACKROCK INC   2023-04-10 2024-12-10
228.293 CAUSEWAY INTL VAL-INST   2023-02-09 2024-01-03
700. CAUSEWAY INTL VAL-INST   2023-02-09 2024-05-09
500. CAUSEWAY INTL VAL-INST   2023-02-09 2024-09-27
400. COHEN & STEERS GL REALTY-I   2024-01-04 2024-08-07
250. COHEN & STEERS GL REALTY-I   2024-01-04 2024-09-27
100. COLGATE-PALMOLIVE CO   2023-02-09 2024-01-03
795. COLGATE-PALMOLIVE CO     2024-01-11
90. COLGATE-PALMOLIVE CO   2023-03-09 2024-01-29
15. COLGATE-PALMOLIVE CO   2023-03-09 2024-03-06
100. COLGATE-PALMOLIVE CO   2023-04-10 2024-05-09
150. COLGATE-PALMOLIVE CO   2023-04-10 2024-08-07
675. COLGATE-PALMOLIVE CO     2024-09-19
20. COPART INC   2023-02-09 2024-01-29
130. COPART INC   2023-02-09 2024-03-06
150. COPART INC   2023-02-09 2024-12-10
50. DANAHER CORP   2023-02-09 2024-01-03
280. DANAHER CORP     2024-03-06
120. DANAHER CORP   2023-02-09 2024-03-06
600. DANAHER CORP     2024-03-07
200. EOG RESOURCES INC     2024-04-08
100. PARAMETRIC EMRG MRKTS-I   2023-02-09 2024-04-08
700. PARAMETRIC EMRG MRKTS-I   2023-02-09 2024-05-09
1000. PARAMETRIC EMRG MRKTS-I   2023-02-09 2024-09-27
50. ECOLAB INC   2023-02-09 2024-01-03
30. ECOLAB INC   2023-02-09 2024-03-06
10. ECOLAB INC   2023-03-09 2024-05-09
15. ECOLAB INC   2023-03-09 2024-09-26
200. EXXON MOBIL CORP     2024-04-08
25. META PLATFORMS INC-CLASS A   2023-02-09 2024-01-03
50. META PLATFORMS INC-CLASS A   2023-02-09 2024-01-29
50. META PLATFORMS INC-CLASS A   2023-02-09 2024-03-06
20. META PLATFORMS INC-CLASS A   2023-02-09 2024-09-26
20. META PLATFORMS INC-CLASS A   2023-02-09 2024-11-06
10. META PLATFORMS INC-CLASS A   2023-02-09 2024-12-10
236.708 FIDELITY DIVERSIFIED INTL FD   2023-02-09 2024-01-03
200. FIDELITY DIVERSIFIED INTL FD   2023-02-09 2024-03-06
400. FIDELITY DIVERSIFIED INTL FD   2023-02-09 2024-09-27
90. HOME DEPOT INC   2023-02-09 2024-01-03
152. HOME DEPOT INC     2024-01-11
608. HOME DEPOT INC     2024-01-11
36. HONEYWELL INTERNATIONAL INC   2024-05-30 2024-11-06
50. HONEYWELL INTERNATIONAL INC   2024-05-30 2024-12-10
170. HONEYWELL INTERNATIONAL INC   2024-05-30 2024-12-19
15. INTUIT INC   2023-03-09 2024-01-03
20. INTUIT INC     2024-01-29
100. JPMORGAN CHASE & CO   2023-02-09 2024-01-03
100. JPMORGAN CHASE & CO   2023-02-09 2024-03-06
30. JPMORGAN CHASE & CO   2023-02-09 2024-04-08
30. JPMORGAN CHASE & CO     2024-08-07
140. JPMORGAN CHASE & CO   2023-03-09 2024-11-06
300. JPMORGAN CHASE & CO     2024-11-26
100000. JPMORGAN CHASE & CO 3.625% 13 MAY 2024   2023-07-17 2024-05-13
20. MASTERCARD INC - A   2023-02-09 2024-01-03
10. MASTERCARD INC - A   2023-02-09 2024-01-29
15. MASTERCARD INC - A   2023-02-09 2024-03-06
25. MASTERCARD INC - A   2023-02-09 2024-11-06
10. MASTERCARD INC - A   2023-02-09 2024-12-19
100. MERCK & CO. INC.   2023-02-09 2024-01-03
100. MERCK & CO. INC.   2023-02-09 2024-01-29
100. MICROSOFT CORP   2023-02-09 2024-01-03
50. MICROSOFT CORP   2023-02-09 2024-01-29
50. MICROSOFT CORP   2023-02-09 2024-12-10
249. NEXTERA ENERGY INC     2024-04-08
300. NEXTERA ENERGY INC     2024-05-09
100. NEXTERA ENERGY INC     2024-08-07
50. NEXTERA ENERGY INC   2023-06-09 2024-09-26
200. NIKE INC -CL B     2024-09-26
800.718 PAYDEN EQUITY INCOME-INV   2023-02-09 2024-01-03
400. PAYDEN EQUITY INCOME-INV   2023-02-09 2024-03-06
300.718 PAYDEN EQUITY INCOME-INV   2023-12-22 2024-07-09
20999.282 PAYDEN EQUITY INCOME-INV     2024-07-09
50. PEPSICO INC   2023-02-09 2024-05-09
300. PIMCO HIGH YLD SPCTRM-INST   2023-02-09 2024-01-03
100. PIMCO HIGH YLD SPCTRM-INST   2023-02-09 2024-05-09
100. PIMCO HIGH YLD SPCTRM-INST   2023-02-09 2024-08-07
300. PIMCO HIGH YLD SPCTRM-INST   2023-02-09 2024-12-19
700. PIONEER FLOATING RATE-Y   2023-03-09 2024-12-19
30. PROCTER & GAMBLE CO/THE   2023-10-27 2024-01-29
50. PROCTER & GAMBLE CO/THE   2023-10-27 2024-05-09
30. PROCTER & GAMBLE CO/THE   2023-10-27 2024-08-07
211. PROSHARES S&P 500 DIVIDEND A   2024-07-10 2024-08-07
50. PROSHARES S&P 500 DIVIDEND A   2024-07-10 2024-09-26
10. ROPER TECHNOLOGIES INC   2023-02-09 2024-01-03
5. ROPER TECHNOLOGIES INC   2023-02-09 2024-01-29
1000. RUSSELL GLOBAL INFRASTR-S   2023-11-20 2024-01-03
1500. RUSSELL GLOBAL INFRASTR-S   2023-11-20 2024-05-09
2000. RUSSELL GLOBAL INFRASTR-S   2023-11-20 2024-09-27
20. S&P GLOBAL INC   2023-02-09 2024-01-03
20. S&P GLOBAL INC   2023-02-09 2024-08-07
10. S&P GLOBAL INC   2024-05-09 2024-10-01
180. S&P GLOBAL INC     2024-10-01
150. SPDR GOLD SHARES   2023-02-09 2024-04-08
50. SPDR GOLD SHARES   2023-02-09 2024-08-07
100. SPDR GOLD SHARES   2023-02-09 2024-09-26
100. SPDR PORT LNG TRM CORP BND   2023-07-13 2024-01-03
50. SPDR PORT LNG TRM CORP BND   2023-07-13 2024-08-07
100. SPDR PORT LNG TRM CORP BND   2023-07-13 2024-12-10
413. SCHLUMBERGER LTD   2024-03-07 2024-04-08
800. TECHNOLOGY SELECT SECT SPDR   2023-11-08 2024-01-03
50. SEMPRA   2023-02-09 2024-01-03
605. SEMPRA     2024-03-07
270. SEMPRA     2024-03-07
875. SEMPRA     2024-03-07
500. STARBUCKS CORP   2024-01-11 2024-09-26
300. STONE RIDGE H/Y REIN RSK-I   2023-03-09 2024-08-07
300. STONE RIDGE H/Y REIN RSK-I   2023-03-09 2024-12-10
600. STONE RIDGE H/Y REIN RSK-I   2023-04-10 2024-12-19
300. TCW EMERGING MARKETS INCOME   2023-02-09 2024-01-03
300. TCW EMERGING MARKETS INCOME   2023-02-09 2024-12-10
250. TCW EMERGING MARKETS INCOME   2023-02-09 2024-12-19
324. TJX COMPANIES INC     2024-01-29
100. TJX COMPANIES INC   2023-03-09 2024-08-07
50. TJX COMPANIES INC     2024-09-26
100. TJX COMPANIES INC   2023-04-10 2024-12-10
50. TEXAS INSTRUMENTS INC   2024-01-03 2024-05-09
80. TEXAS INSTRUMENTS INC   2024-01-03 2024-09-26
10. TEXAS INSTRUMENTS INC   2024-01-03 2024-11-06
5. THERMO FISHER SCIENTIFIC INC   2023-02-09 2024-01-03
5. THERMO FISHER SCIENTIFIC INC   2023-02-09 2024-01-29
50. TORO CO   2023-02-09 2024-01-03
190. TORO CO   2023-06-09 2024-05-30
850. TORO CO     2024-05-30
560. TORO CO     2024-05-30
700. BRIGHT ROCK MID CAP GR-INST   2023-02-09 2024-01-03
200. BRIGHT ROCK MID CAP GR-INST   2023-03-09 2024-03-06
300. BRIGHT ROCK MID CAP GR-INST   2023-02-09 2024-03-06
300. BRIGHT ROCK MID CAP GR-INST   2023-03-09 2024-09-27
300. BRIGHT ROCK MID CAP GR-INST   2023-03-09 2024-11-06
500. BRIGHT ROCK MID CAP GR-INST   2023-03-09 2024-12-10
30. UNION PACIFIC CORP   2023-02-09 2024-01-03
10. UNION PACIFIC CORP   2023-02-09 2024-05-09
80000. US TREASURY N/B 2.375% 29 FEB 2024   2023-05-08 2024-02-29
80000. US TREASURY N/B 4.25% 30 SEP 2024   2023-03-09 2024-09-30
50. UNITEDHEALTH GROUP INC     2024-05-09
60. UNITEDHEALTH GROUP INC   2023-03-09 2024-08-07
300. VANGUARD S&P MID-CAP 400 VAL   2023-02-09 2024-01-03
100. VANGUARD S&P MID-CAP 400 VAL     2024-09-26
200. VANGUARD S&P MID-CAP 400 VAL   2023-03-09 2024-11-06
200. VANGUARD M/B SEC INDX-ADM   2023-03-09 2024-08-07
100. VANGUARD M/B SEC INDX-ADM   2023-03-09 2024-12-19
60. VEEVA SYSTEMS INC-CLASS A   2023-02-09 2024-01-29
50. VEEVA SYSTEMS INC-CLASS A   2023-02-09 2024-09-26
40. VEEVA SYSTEMS INC-CLASS A     2024-11-06
110. VEEVA SYSTEMS INC-CLASS A     2024-12-10
500. VERIZON COMMUNICATIONS INC   2023-02-09 2024-01-03
200. VERIZON COMMUNICATIONS INC     2024-01-29
25. VERIZON COMMUNICATIONS INC   2023-03-09 2024-09-26
75. VISA INC-CLASS A SHARES   2023-02-09 2024-01-03
25. VISA INC-CLASS A SHARES   2023-02-09 2024-01-29
50. VISA INC-CLASS A SHARES   2023-02-09 2024-11-06
50. VISA INC-CLASS A SHARES   2023-02-09 2024-12-10
40. VISA INC-CLASS A SHARES     2024-12-19
800. VIRTUS ALPHASIM MGD FUT-I   2023-02-09 2024-03-06
1000. VIRTUS ALPHASIM MGD FUT-I   2023-02-09 2024-04-08
200. VIRTUS ALPHASIM MGD FUT-I   2023-02-09 2024-05-09
19. WEC ENERGY GROUP INC   2024-03-06 2024-05-09
30. WEC ENERGY GROUP INC   2024-03-06 2024-08-07
15. WEC ENERGY GROUP INC   2024-03-06 2024-09-26
15. WEC ENERGY GROUP INC   2024-03-06 2024-11-06
10. WEST PHARMACEUTICAL SERVICES   2023-02-09 2024-01-29
30. WEST PHARMACEUTICAL SERVICES   2023-02-09 2024-04-08
20. WEST PHARMACEUTICAL SERVICES   2023-02-09 2024-11-06
20. WEST PHARMACEUTICAL SERVICES   2023-02-09 2024-12-19
30. ACCENTURE PLC-CL A   2023-03-08 2024-01-03
40. ACCENTURE PLC-CL A     2024-01-29
30. ACCENTURE PLC-CL A   2023-03-09 2024-09-26
20. ACCENTURE PLC-CL A   2023-03-09 2024-12-10
20. ACCENTURE PLC-CL A   2023-03-09 2024-12-19
15. LINDE PLC   2023-02-09 2024-01-03
25. LINDE PLC   2023-02-09 2024-03-06
155. LINDE PLC     2024-04-25
145. LINDE PLC     2024-04-25
70. CHUBB LTD     2024-01-03
30. CHUBB LTD   2023-03-09 2024-01-29
10. CHUBB LTD   2023-03-09 2024-03-06
10. CHUBB LTD   2023-03-09 2024-05-09
45. CHUBB LTD     2024-08-07
25. CHUBB LTD   2023-04-10 2024-09-26
10. CHUBB LTD   2023-04-10 2024-12-19
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 17,356   14,568 2,788
b 4,499   3,525 974
c 6,304   4,699 1,605
d 27,628   18,944 8,684
e 30,492   18,944 11,548
46,311   28,305 18,006
33,840   18,814 15,026
17,515   9,667 7,848
18,352   10,709 7,643
38,078   21,418 16,660
9,198   7,642 1,556
42,274   30,657 11,617
24,695   15,355 9,340
10,014   6,115 3,899
2,450   2,275 175
15,724   13,424 2,300
36,675   29,742 6,933
106,788   84,801 21,987
8,564   5,994 2,570
3,652   3,097 555
7,597   6,195 1,402
8,104   6,195 1,909
4,169   3,097 1,072
61,926   47,492 14,434
4,888   3,735 1,153
8,597   6,224 2,373
6,988   4,668 2,320
15,683   14,659 1,024
8,489   6,863 1,626
9,468   6,746 2,722
10,169   6,613 3,556
10,639   6,524 4,115
4,392   4,011 381
14,469   12,299 2,170
11,235   8,785 2,450
21,028   20,368 660
14,465   12,730 1,735
8,064   7,351 713
63,724   58,141 5,583
7,531   6,536 995
1,301   1,089 212
9,406   7,526 1,880
15,528   11,289 4,239
69,280   52,956 16,324
966   697 269
7,072   4,527 2,545
9,228   5,224 4,004
11,513   11,465 48
71,730   61,270 10,460
30,741   27,517 3,224
152,504   126,348 26,156
27,199   24,065 3,134
1,416   1,330 86
10,052   9,310 742
15,400   13,300 2,100
9,810   7,457 2,353
6,707   4,475 2,232
2,326   1,605 721
3,837   2,407 1,430
24,266   22,635 1,631
8,620   4,542 4,078
19,996   9,084 10,912
24,919   9,084 15,835
11,354   3,634 7,720
11,326   3,634 7,692
6,207   1,817 4,390
9,501   9,355 146
8,778   7,904 874
18,908   15,808 3,100
30,521   28,961 1,560
54,107   45,846 8,261
216,429   177,703 38,726
7,764   7,227 537
11,396   10,037 1,359
38,574   34,126 4,448
8,880   6,283 2,597
12,904   8,234 4,670
17,073   14,179 2,894
18,905   14,179 4,726
5,945   4,254 1,691
6,078   4,204 1,874
34,160   19,159 15,001
74,779   38,981 35,798
100,000   98,437 1,563
8,357   7,440 917
4,372   3,720 652
7,084   5,580 1,504
13,019   9,300 3,719
5,255   3,720 1,535
11,513   10,744 769
12,094   10,744 1,350
37,216   26,979 10,237
20,352   13,489 6,863
22,299   13,489 8,810
16,082   18,552 -2,470
22,111   23,019 -908
7,826   7,587 239
4,168   3,755 413
17,860   24,422 -6,562
13,108   12,876 232
7,004   6,432 572
5,416   4,953 463
378,197   326,630 51,567
8,886   8,704 182
2,679   2,613 66
900   871 29
909   871 38
2,757   2,613 144
4,326   4,284 42
4,666   4,430 236
8,296   7,383 913
5,116   4,430 686
21,081   20,140 941
5,307   4,772 535
5,362   4,326 1,036
2,766   2,163 603
8,650   8,280 370
13,560   12,420 1,140
19,680   16,560 3,120
8,628   7,364 1,264
9,718   7,364 2,354
5,142   4,304 838
92,551   64,111 28,440
32,472   26,067 6,405
11,060   8,689 2,371
24,696   17,378 7,318
2,324   2,323 1
1,151   1,162 -11
2,329   2,323 6
22,464   20,967 1,497
148,640   140,455 8,185
3,786   3,874 -88
42,912   45,892 -2,980
19,151   20,920 -1,769
62,062   65,792 -3,730
48,675   46,295 2,380
2,739   2,577 162
2,838   2,577 261
5,694   5,124 570
1,896   1,872 24
2,013   1,872 141
1,638   1,560 78
31,056   25,774 5,282
10,932   7,683 3,249
5,902   3,844 2,058
12,655   7,753 4,902
9,243   8,359 884
16,725   13,374 3,351
2,126   1,672 454
2,659   2,886 -227
2,782   2,886 -104
4,588   5,530 -942
14,791   18,105 -3,314
66,172   91,034 -24,862
43,596   50,567 -6,971
15,561   15,190 371
4,892   4,262 630
7,338   6,510 828
7,731   6,393 1,338
8,079   6,393 1,686
13,650   10,655 2,995
7,295   6,161 1,134
2,462   2,054 408
80,000   78,444 1,556
80,000   78,875 1,125
25,225   24,117 1,108
34,095   28,442 5,653
25,659   25,718 -59
9,538   8,303 1,235
20,183   16,471 3,712
3,714   3,638 76
1,811   1,819 -8
12,583   10,588 1,995
10,452   8,823 1,629
8,598   6,954 1,644
27,190   19,012 8,178
19,736   20,109 -373
8,360   7,892 468
1,116   942 174
19,293   17,249 2,044
6,807   5,750 1,057
15,281   11,499 3,782
15,568   11,499 4,069
12,594   9,029 3,565
7,640   8,112 -472
10,020   10,140 -120
1,992   2,028 -36
1,612   1,540 72
2,663   2,432 231
1,419   1,216 203
1,437   1,216 221
3,687   2,671 1,016
11,809   8,012 3,797
6,524   5,341 1,183
6,484   5,341 1,143
10,226   7,932 2,294
14,855   10,620 4,235
10,682   7,987 2,695
7,291   5,325 1,966
7,422   5,325 2,097
6,139   5,026 1,113
11,576   8,376 3,200
68,345   56,843 11,502
63,936   50,827 13,109
16,009   14,746 1,263
7,213   6,119 1,094
2,500   2,040 460
2,526   2,040 486
12,064   9,124 2,940
7,247   4,929 2,318
2,756   1,972 784
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
      57,439
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       2,788
b       974
c       1,605
d       8,684
e       11,548
      18,006
      15,026
      7,848
      7,643
      16,660
      1,556
      11,617
      9,340
      3,899
      175
      2,300
      6,933
      21,987
      2,570
      555
      1,402
      1,909
      1,072
      14,434
      1,153
      2,373
      2,320
      1,024
      1,626
      2,722
      3,556
      4,115
      381
      2,170
      2,450
      660
      1,735
      713
      5,583
      995
      212
      1,880
      4,239
      16,324
      269
      2,545
      4,004
      48
      10,460
      3,224
      26,156
      3,134
      86
      742
      2,100
      2,353
      2,232
      721
      1,430
      1,631
      4,078
      10,912
      15,835
      7,720
      7,692
      4,390
      146
      874
      3,100
      1,560
      8,261
      38,726
      537
      1,359
      4,448
      2,597
      4,670
      2,894
      4,726
      1,691
      1,874
      15,001
      35,798
      1,563
      917
      652
      1,504
      3,719
      1,535
      769
      1,350
      10,237
      6,863
      8,810
      -2,470
      -908
      239
      413
      -6,562
      232
      572
      463
      51,567
      182
      66
      29
      38
      144
      42
      236
      913
      686
      941
      535
      1,036
      603
      370
      1,140
      3,120
      1,264
      2,354
      838
      28,440
      6,405
      2,371
      7,318
      1
      -11
      6
      1,497
      8,185
      -88
      -2,980
      -1,769
      -3,730
      2,380
      162
      261
      570
      24
      141
      78
      5,282
      3,249
      2,058
      4,902
      884
      3,351
      454
      -227
      -104
      -942
      -3,314
      -24,862
      -6,971
      371
      630
      828
      1,338
      1,686
      2,995
      1,134
      408
      1,556
      1,125
      1,108
      5,653
      -59
      1,235
      3,712
      76
      -8
      1,995
      1,629
      1,644
      8,178
      -373
      468
      174
      2,044
      1,057
      3,782
      4,069
      3,565
      -472
      -120
      -36
      72
      231
      203
      221
      1,016
      3,797
      1,183
      1,143
      2,294
      4,235
      2,695
      1,966
      2,097
      1,113
      3,200
      11,502
      13,109
      1,263
      1,094
      460
      486
      2,940
      2,318
      784
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 764,062
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 14,782
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 14,782
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 14,782
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 21,635
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 21,635
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 6,853
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow6,853 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 arrow
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 .Click to see attachment
List of Attached Documents:
// Content
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowROCKLAND TRUST Telephone no.right arrow (781) 982-6155

Located atright arrow2036 WASHINGTON STHANOVERMA ZIP+4right arrow02339
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
KIM BOURESSA CO-TRUSTEE
1 		31,150    
188 PEREGRINE DRIVE
MARSHFIELD,MA02050
L RICHARD FONTANA CO-TRUSTEE
1 		800    
49 HANCOCK STREET
MARSHFIELD,MA02050
EDWARD C BANGS CO-TRUSTEE
1 		800    
210 WOODLAWN CIRCLE
MARSHFIELD,MA02050
DONNA R ADMIRAND CO-TRUSTEE
1 		800    
514 WAREHAM ROAD
PLYMOUTH,MA023603239
WALTER B SULLIVAN CO-TRUSTEE
1 		800    
893 MAIN STREET
HINGHAM,MA020433503
ROCKLAND TRUST COMPANY CO-TRUSTEE
1 		79,560    
2306 WASHINGTON STREET
HANOVER,MA02339
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
14,259,588
b
Average of monthly cash balances.......................
1b
296,790
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
14,556,378
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
14,556,378
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
218,346
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,338,032
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
716,902
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
716,902
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
14,782
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,782
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
702,120
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
702,120
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
702,120
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
648,702
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
648,702
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 7 702,120
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 563,387
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$ 648,702
a Applied to 2023, but not more than line 2a 563,387
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..... 85,315
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 .......... 		616,805
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
KIM BOURESSA
188 PEREGRINE WHITE DRIVE
MARSHFIELD,MA05050
(781) 254-5461
bThe form in which applications should be submitted and information and materials they should include:
SEE ATTACHMENT
cAny submission deadlines:
N/A
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE ATTACHMENT
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

Hunter Coppenrath

2036 WASHINGTON STREET
Hanover,MA02339 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 3,500

Nathan Dente

2036 WASHINGTON STREET
Hanover,MA02339 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 5,000

Aiden Coveney

2036 WASHINGTON STREET
Hanover,MA02339 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 6,500

Anthony Hopkins

2036 WASHINGTON STREET
Hanover,MA02339 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 3,500

Ellie Niland and James Niland

9 LIBERTY ROAD
Marshfield,MA02050 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 35,000

Emily Byrne

15 PARISH PATHE
Marshfield,MA02050 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 6,475

Gavin Serra

123 GENEVIEVE LANE
Marshfield,MA02050 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 5,000

Jack O'Malley

67 PETERSONS PATH
Marshfield,MA02050 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 12,500

Levi Feinstein

140R HERRING POND ROAD
Plymouth,MA02360 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 4,048

ADNAN ADDA

319 LINCOLN ST
HINGHAM,MA02043 		    PURCHASES AND SERVICES FOR 5,190

ALINA AND MIA STEBER

306 WOODLAND ROAD
HANOVER,MA02339 		    PURCHASES AND SERVICES FOR 6,500

BROCKTON THER DAY SCHOOL

100 S MAIN ST
MIDDLEBORO,MA02346 		    PURCHASES AND SERVICES FOR 2,669

ZACH DRISCOLL

65 BAYBERRY CIRCLE
BRIDGEWATER,MA02324 		    PURCHASES AND SERVICES FOR 36,500

ELLIOT HOLMES

264 LONG POND ROAD
PLYMOUTH,MA02360 		    PURCHASES AND SERVICES FOR 16,000

EMMA GRACE DONOVAN

15 BLUE HERON DRIVE
PLYMOUTH,MA02360 		    PURCHASES AND SERVICES FOR 8,830

DINAH FERRIL

24 AGAWAM LAKE SHORE DRIVE
WAREHAM,MA02571 		    PURCHASES AND SERVICES FOR 35,000

FERRY HILL DAY CAMP

76 FERRY HILL ROAD
MARSHFIELD,MA02050 		    PURCHASES AND SERVICES FOR 5,000

FIONA HOLLERAN

32 CRESCENT STREET
BRIDGEWATER,MA02324 		    PURCHASES AND SERVICES FOR 10,000

JACLYN TZENA PETERSON

97 CRESCENT STREET
HANSON,MA02050 		    PURCHASES AND SERVICES FOR 5,000

JOHN KELLEHER

85 RED BRICK FARM ROAD
MARSHFIELD,MA02050 		    PURCHASES AND SERVICES FOR 10,000

JULIA GRACE CULLEN

11 BEVERLY WAY
PEMBROKE,MA02359 		    PURCHASES AND SERVICES FOR 13,550

KEEGAN HAY

60 MUSKET ROAD
PLYMOUTH,MA02360 		    PURCHASES AND SERVICES FOR 4,021

AIDEN KELLY

22 DRUM DRIVE
PLYMOUTH,MA02360 		    PURCHASES AND SERVICES FOR 6,043

ALLISEA KIERSTEAD

123 BATTLES STREET
BROCKTON,MA02301 		    PURCHASES AND SERVICES FOR 3,120

OWEN KURAS

117 BRENTWOOD CIRCLE
PLYMOUTH,MA02360 		    PURCHASES AND SERVICES FOR 2,840

ACHYLLES LAWSON

PO BOX 1303 360 ONSET AVE
ONSET,MA02558 		    PURCHASES AND SERVICES FOR 35,000

LEONARDO ANDERSON

30 SPRING STREET
ROCKLAND,MA02370 		    PURCHASES AND SERVICES FOR 1,800

SHAWN LESLIE

123 BATTLES STREET APT 3
BROCKTON,MA02301 		    PURCHASES AND SERVICES FOR 3,120

WILLOW MCNAMARA

70 BAY ST
HULL,MA02045 		    PURCHASES AND SERVICES FOR 11,415

DONNA MEDD

32 FULLERTON AVE
WHITMAN,MA02382 		    PURCHASES AND SERVICES FOR 6,400

ANNA MURPHY

8 LAURINDA LANE
PLYMOUTH,MA02360 		    PURCHASES AND SERVICES FOR 12,235

MYLO MAGGS

13 HIGH PINE DRIVE
PLYMOUTH,MA02360 		    PURCHASES AND SERVICES FOR 11,000

DECLAN NAGLE

369 FRANKLIN STREET
DUXBURY,MA02332 		    PURCHASES AND SERVICES FOR 10,000

EBEN PARETCHAN

14 HIGHLAND AVE
WHITMAN,MA02382 		    PURCHASES AND SERVICES FOR 2,700

SOPHIA PESTANA

31 WORCESTER STREET
BRIDGEWATER,MA02324 		    PURCHASES AND SERVICES FOR 35,458

PLYMOUTH COUNTY FAMILY SUPPORT

118 LONG POND ROAD
PLYMOUTH,MA02360 		    PURCHASES AND SERVICES FOR 3,500

MAXWELL SMITH

76 UPLAND ROAD
MARSHFIELD,MA02050 		    PURCHASES AND SERVICES FOR 14,484

ANDREW STELLA

31 MYRTLE STREET
HANOVER,MA02339 		    PURCHASES AND SERVICES FOR 6,760

NEYDEN TAVARES

34 MARKET STREET
BROCKTON,MA02301 		    PURCHASES AND SERVICES FOR 7,000

CHRISTIAN THOMPSON

20 FOREST STREET
CARVER,MA02330 		    PURCHASES AND SERVICES FOR 10,586

LEAH TOMASELLO

37 BOXBERRY LANE
ROCKLAND,MA02370 		    PURCHASES AND SERVICES FOR 27,856

TOWN OF MARSHFIELD

256 FOREST STREET
MARSHFIELD,MA02050 		    PURCHASES AND SERVICES FOR 2,000

JAZLYN WEST

PO BOX 9120
CHELSEA,MA02150 		    PURCHASES AND SERVICES FOR 3,936

AUGUSTE DIVANLEC

89 EAST GROVE ST
MIDDLEBOROUGH,MA02346 		    PURCHASES AND SERVICES FOR 10,000

RAYSSA COSTA

22 SAW MILL LANE
ROCKLAND,MA02370 		    PURCHASES AND SERVICES FOR 35,000

LOGAN MANN

48 LAKE DRIVE
PLYMOUTH,MA02360 		    PURCHASES AND SERVICES FOR 2,601

JAMARI SEME

202 FOREST AVE
BROCKTON,MA02301 		    PURCHASES AND SERVICES FOR 1,000

WILLIAM WHITE

5 DOGWOOD LANE
MARSHFIELD,MA02050 		    PURCHASES AND SERVICES FOR 4,000

BRIAN MALNATI

20 SUMMER STREET
ROCKLAND,MA02370 		    PURCHASES AND SERVICES FOR 2,470

BOYS AND GIRLS CLUB OF MARSHFIELD

37 PROPRIETORS DRIVE
MARSHFIELD,MA02050 		NONE PUBLIC CHARITY PURCHASES AND SERVICES FOR 75,000
Total .................................right arrow 3a 587,107
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 ....     14 360,113  
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 ............ 		    18 764,062  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,124,175  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,124,175
(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

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 ExpenditureResponsibilityStmt
Name:
EDWIN PHILLIPS TRUST
EIN:
04-6025549
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
SEE ATTACHED
  		SEE ATTACHED
PROVIDENCE,RI02908 		               

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
EDWIN PHILLIPS TRUST
EIN:
04-6025549
Statement:
MA

TY 2024 InvestmentsCorpStockSchedule
Name:
EDWIN PHILLIPS TRUST
EIN:
04-6025549
Name of Stock End of Year Book Value End of Year Fair Market Value
SEE ATTACHED 13,092,587 14,410,918

TY 2024 LegalFeesSchedule
Name:
EDWIN PHILLIPS TRUST
EIN:
04-6025549
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 4,234      


TY 2024 OtherDecreasesSchedule
Name:
EDWIN PHILLIPS TRUST
EIN:
04-6025549
Description Amount
2024 INCOME POSTED IN 2025 2,656
PY ADJUSTMENT 519


TY 2024 OtherExpensesSchedule
Name:
EDWIN PHILLIPS TRUST
EIN:
04-6025549
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 4,640 0   4,640


TY 2024 OtherIncreasesSchedule
Name:
EDWIN PHILLIPS TRUST
EIN:
04-6025549
Description Amount
2023 INCOME POSTED IN 2024 3,221
RETURNED CHECK 4,533


TY 2024 TaxesSchedule
Name:
EDWIN PHILLIPS TRUST
EIN:
04-6025549
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER TAXES (NOT SUBJECT TO $1 37,105 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,936 0   0
FOREIGN TAXES ON NONQUALIFIED 1,038 0   0