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
ANDERSON-ROGERS FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1854
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10113
A Employer identification number

22-3052390
B Telephone number (see instructions)

(914) 502-6250
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$40,201,936
J 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 342,839 342,839  
4 Dividends and interest from securities... 368,345 368,345  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,442,936
b Gross sales price for all assets on line 6a 9,131,551
7 Capital gain net income (from Part IV, line 2)... 1,442,936
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).......      
12 Total. Add lines 1 through 11........ 2,154,120 2,154,120  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 132,000 132,000   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 14,315 14,315   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 91,399 2,339   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 233,599 170,964   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 471,313 319,618   0
25 Contributions, gifts, grants paid....... 1,321,500 1,321,500
26 Total expenses and disbursements. Add lines 24 and 25 1,792,813 319,618   1,321,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 361,307
b Net investment income (if negative, enter -0-) 1,834,502
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............. 2,166 2,166 2,166
2 Savings and temporary cash investments......... 390,415 1,293,195 1,293,195
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)      
b Investments—corporate stock (attach schedule)....... 18,942,599 Click to see attachment
List of Attached Documents:
// Content
38,906,575
38,906,575
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)..........      
14 Land, buildings, and equipment: basis right arrow3,477
Less: accumulated depreciation (attach schedule) right arrow3,477      
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,335,180 40,201,936 40,201,936
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........... 19,335,180 40,201,936
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 19,335,180 40,201,936
30 Total liabilities and net assets/fund balances (see instructions). 19,335,180 40,201,936
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
19,335,180
2
Enter amount from Part I, line 27a .....................
2
361,307
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
20,505,449
4
Add lines 1, 2, and 3 ..........................
4
40,201,936
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
40,201,936
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 ACCENTURE PLC IRELAND CL A   2016-07-22 2024-01-24
b HONEYWELL INTL INC   2015-07-08 2024-01-24
c ABBVIE INC 3800 *25MH15   2023-12-04 2024-01-17
d ACCENTURE PLC IRELAND CL A   2023-12-06 2024-01-24
e ACCENTURE PLC IRELAND CL A   2023-12-06 2024-01-24
ALPHABET INC CL C   2023-12-01 2024-01-24
ANALOG DEVICES INC   2023-12-01 2024-01-24
CHUBB LTD   2023-12-01 2024-01-17
COMCAST CORP (NEW) CLASS A   2023-12-01 2024-01-24
DELTA AIR LINES I 2900 *24OC28   2023-12-04 2024-01-26
DUKE ENERGY CORPORATION   2023-12-06 2024-01-24
FHLMC 30G SD8342 5500 53JL01   2023-12-04 2024-01-01
FNMA POOL MA4654 3500 52JL01   2023-12-04 2024-01-01
FNMA POOL MA4978 5000 53AP01   2023-12-04 2024-01-01
HONEYWELL INTL INC   2023-12-06 2024-01-24
JPMORGAN CHASE & CO   2023-12-06 2024-01-24
LOWES COMPANIES INC   2023-12-06 2024-01-24
MARSH & MCLENNAN COS INC   2023-12-01 2024-01-24
MCKESSON CORP   2023-12-01 2024-01-24
MICROSOFT CORP   2023-12-01 2024-01-24
PFIZER INC   2023-12-01 2024-01-24
PROLOGIS INC COM   2023-12-06 2024-01-24
SOUTHERN CO   2023-12-06 2024-01-24
THE CIGNA GROUP   2023-12-01 2024-01-03
TJX COS INC NEW   2023-12-01 2024-01-24
VISA INC CL A   2023-12-01 2024-01-24
HONEYWELL INTL INC   2015-07-08 2024-02-28
COMCAST CORP (NEW) CLASS A   2023-12-01 2024-02-07
FHLMC 30G SD8342 5500 53JL01   2023-12-04 2024-02-01
FHLMC 30G SD8342 5500 53JL01   2023-12-04 2024-02-14
FNMA POOL MA4654 3500 52JL01   2023-12-04 2024-02-01
FNMA POOL MA4978 5000 53AP01   2023-12-04 2024-02-01
KKR & CO INC CL A   2023-12-01 2024-02-14
KKR & CO INC CL A   2023-12-06 2024-02-14
COSTCO WHOLESALE CORP NEW   2023-12-01 2024-03-26
COSTCO WHOLESALE CORP NEW   2023-12-06 2024-03-26
FISERV INC   2023-12-01 2024-03-26
FNMA POOL MA4654 3500 52JL01   2023-12-04 2024-03-01
FNMA POOL MA4978 5000 53AP01   2023-12-04 2024-03-01
FNMA POOL MA5294 5000 54MH01   2024-02-14 2024-03-01
INTUIT INC   2023-12-01 2024-03-26
LOWES COMPANIES INC   2023-12-06 2024-03-12
LOWES COMPANIES INC   2023-12-06 2024-03-12
LOWES COMPANIES INC   2023-12-01 2024-03-27
LOWES COMPANIES INC   2023-12-01 2024-03-27
LOWES COMPANIES INC   2023-12-06 2024-03-27
TARGET CORPORATION   2023-12-01 2024-03-27
US TSY NOTE 3500 33FB15   2023-12-04 2024-03-18
US TSY NOTE 3500 33FB15   2023-12-04 2024-03-18
US TSY NOTE 4375 28NV30   2023-12-06 2024-03-22
US TSY NOTE 4375 28NV30   2023-12-06 2024-03-22
ALPHABET INC CL C   2023-12-01 2024-04-12
ALPHABET INC CL C   2023-12-01 2024-04-29
CHARLES SCHWAB NEW   2023-12-01 2024-04-29
CHARLES SCHWAB NEW   2023-12-06 2024-04-29
COMCAST CORP (NEW) CLASS A   2023-12-01 2024-04-17
DUPONT DE NEMOURS INC   2023-12-01 2024-04-03
DUPONT DE NEMOURS INC   2023-12-01 2024-04-04
DUPONT DE NEMOURS INC   2023-12-01 2024-04-05
FIDELITY NATL INFORMATION SE   2023-12-01 2024-04-29
FIDELITY NATL INFORMATION SE   2023-12-06 2024-04-29
FNMA POOL MA4600 3500 52MY01   2024-03-18 2024-04-01
FNMA POOL MA4654 3500 52JL01   2023-12-04 2024-04-01
FNMA POOL MA4978 5000 53AP01   2023-12-04 2024-04-01
FNMA POOL MA5294 5000 54MH01   2024-02-14 2024-04-01
FNMA POOL MA5294 5000 54MH01   2024-03-22 2024-04-01
LOWES COMPANIES INC   2023-12-01 2024-04-29
GE AEROSPACE NEW   2008-01-11 2024-05-14
GE AEROSPACE NEW   2008-01-11 2024-05-29
GE AEROSPACE NEW   2017-04-06 2024-05-29
GE HEALTHCARE TECHNOLOGIES INC   2008-01-11 2024-05-29
GE HEALTHCARE TECHNOLOGIES INC   2011-05-19 2024-05-29
GE HEALTHCARE TECHNOLOGIES INC   2017-04-06 2024-05-29
GE HEALTHCARE TECHNOLOGIES INC   2017-08-31 2024-05-29
GE VERNOVA INC   2008-01-11 2024-05-14
GE VERNOVA INC   2011-05-19 2024-05-14
GE VERNOVA INC   2017-04-06 2024-05-14
GE VERNOVA INC   2017-08-31 2024-05-14
AMPHENOL CORP NEW CL A   2023-12-01 2024-05-31
AMPHENOL CORP NEW CL A   2023-12-06 2024-05-31
COMCAST CORP (NEW) CLASS A   2023-12-01 2024-05-15
DUPONT DE NEMOURS INC   2023-12-01 2024-05-01
DUPONT DE NEMOURS INC   2023-12-01 2024-05-02
DUPONT DE NEMOURS INC   2023-12-01 2024-05-08
DUPONT DE NEMOURS INC   2023-12-01 2024-05-09
DUPONT DE NEMOURS INC   2023-12-06 2024-05-09
DUPONT DE NEMOURS INC   2023-12-06 2024-05-10
FNMA POOL MA4600 3500 52MY01   2024-03-18 2024-05-01
FNMA POOL MA4654 3500 52JL01   2023-12-04 2024-05-01
FNMA POOL MA4978 5000 53AP01   2023-12-04 2024-05-01
FNMA POOL MA5294 5000 54MH01   2024-02-14 2024-05-01
FNMA POOL MA5294 5000 54MH01   2024-03-22 2024-05-01
TEXAS INSTRUMENTS   2023-12-01 2024-05-31
TEXAS INSTRUMENTS   2023-12-06 2024-05-31
JPMORGAN CHASE & CO   2004-10-22 2024-06-17
MICROSOFT CORP   2016-07-14 2024-06-17
ALPHABET INC CL C   2023-12-01 2024-06-13
ALPHABET INC CL C   2023-12-01 2024-06-28
COMCAST CORP (NEW) CLASS A   2023-12-01 2024-06-21
COMCAST CORP (NEW) CLASS A   2023-12-01 2024-06-21
COMCAST CORP (NEW) CLASS A   2023-11-30 2024-06-26
COMCAST CORP (NEW) CLASS A   2023-12-01 2024-06-26
COMCAST CORP (NEW) CLASS A   2023-12-06 2024-06-26
FNMA POOL MA4600 3500 52MY01   2024-03-18 2024-06-01
FNMA POOL MA4654 3500 52JL01   2023-12-04 2024-06-01
FNMA POOL MA4978 5000 53AP01   2023-12-04 2024-06-01
FNMA POOL MA5294 5000 54MH01   2024-02-14 2024-06-01
FNMA POOL MA5294 5000 54MH01   2024-03-22 2024-06-01
MICROSOFT CORP   2023-12-01 2024-06-13
NORTHROP GRUMMAN CP(HLDG CO)   2023-12-01 2024-06-05
NORTHROP GRUMMAN CP(HLDG CO)   2023-12-01 2024-06-05
NORTHROP GRUMMAN CP(HLDG CO)   2023-12-06 2024-06-05
TRUIST FINANCIAL 4260*26JL28   2023-12-04 2024-06-10
US TSY NOTE 0250 25AU31   2023-12-04 2024-06-17
ALPHABET INC CL C   2023-12-01 2024-07-08
FNMA POOL MA4600 3500 52MY01   2024-03-18 2024-07-01
FNMA POOL MA4654 3500 52JL01   2023-12-04 2024-07-01
FNMA POOL MA4978 5000 53AP01   2023-12-04 2024-07-01
FNMA POOL MA5294 5000 54MH01   2024-02-14 2024-07-01
FNMA POOL MA5294 5000 54MH01   2024-03-22 2024-07-01
GENERAL MOTORS FI 4300 *29AP06   2023-12-04 2024-07-18
JPMORGAN CHASE & CO   2023-12-06 2024-07-10
JPMORGAN CHASE & CO   2024-06-20 2024-07-10
MICROSOFT CORP   2023-12-01 2024-07-02
NORTHROP GRUMMAN CP(HLDG CO)   2023-12-01 2024-07-24
NORTHROP GRUMMAN CP(HLDG CO)   2023-12-01 2024-07-31
NORTHROP GRUMMAN CP(HLDG CO)   2023-12-16 2024-07-31
THERMO FISHER SCIENTIFIC   2024-07-17 2024-07-26
US TSY NOTE 0250 25AU31   2023-12-04 2024-07-31
US TSY NOTE 0250 25AU31   2023-12-11 2024-07-31
US TSY NOTE 1375 31NV15   2023-12-04 2024-07-31
US TSY NOTE 4375 28NV30   2023-12-06 2024-07-26
US TSY NOTE 4375 28NV30   2023-12-06 2024-07-31
US TSY NOTE 4625 26NV15   2023-12-06 2024-07-31
WARNERMEDIA HOLDI 3755 *27MH15   2024-01-17 2024-07-25
ACI WORLDWIDE INC   2024-08-07 2024-08-21
ADVANCED DRAIN SYS INC   2024-08-07 2024-08-08
AMERICAN ELEC PWR CO INC   2024-08-07 2024-08-15
AMETEK INC NEW   2024-08-07 2024-08-22
ARES MANAGEMENT CORP CL A   2024-08-07 2024-08-08
ARES MANAGEMENT CORP CL A   2024-08-07 2024-08-22
AVERY DENNISON CORPORATION   2024-08-07 2024-08-26
DANAHER CORPORATION   2023-12-01 2024-08-01
ENTERGY CORP NEW   2024-08-07 2024-08-15
FNMA POOL MA4600 3500 52MY01   2024-03-18 2024-08-01
FNMA POOL MA4654 3500 52JL01   2023-12-04 2024-08-01
FNMA POOL MA4978 5000 53AP01   2023-12-04 2024-08-01
FNMA POOL MA5189 5000 53NV01   2024-07-26 2024-08-01
FNMA POOL MA5294 5000 54MH01   2024-02-14 2024-08-01
FNMA POOL MA5294 5000 54MH01   2024-03-22 2024-08-01
H & R BLOCK INC   2024-08-07 2024-08-16
HALLIBURTON CO   2024-08-07 2024-08-15
HAMILTON LANE CL A   2024-08-07 2024-08-16
HOULIHAN LOKEY INC CL A   2024-08-07 2024-08-16
OTIS WORLDWIDE CORP   2024-08-07 2024-08-08
PFIZER INC   2024-08-07 2024-08-08
PNC FINL SVCS GP   2024-08-07 2024-08-08
PNC FINL SVCS GP   2023-12-01 2024-08-14
PNC FINL SVCS GP   2023-12-06 2024-08-14
PNC FINL SVCS GP   2024-08-07 2024-08-14
PNC FINL SVCS GP   2023-12-01 2024-08-15
PPG INDUSTRIES INC   2024-08-07 2024-08-08
PROGRESSIVE CORP OHIO   2024-08-07 2024-08-21
SPROUTS FARMERS MARKET INC   2024-08-07 2024-08-08
SPROUTS FARMERS MARKET INC   2024-08-06 2024-08-21
TEXAS INSTRUMENTS   2023-12-01 2024-08-05
TRIPADVISOR INC COM   2024-08-07 2024-08-08
TRIPADVISOR INC COM   2024-08-07 2024-08-08
TRIPADVISOR INC COM   2024-08-07 2024-08-08
TRIPADVISOR INC COM   2024-08-06 2024-08-09
TRIPADVISOR INC COM   2024-08-07 2024-08-09
US TSY BOND 1875 51NV15   2023-12-06 2024-08-05
US TSY NOTE 0250 25AU31   2023-12-11 2024-08-07
US TSY NOTE 0250 25AU31   2024-03-28 2024-08-07
US TSY NOTE 4375 34MY15   2024-07-31 2024-08-05
ACI WORLDWIDE INC   2024-08-07 2024-09-20
ALASKA AIR GROUP INCORPORATED   2024-08-07 2024-09-12
ALLY FINANCIAL INC   2024-08-07 2024-09-10
AMERICAN ELEC PWR CO INC   2024-08-07 2024-09-19
AMICUS THERAPEUTICS INC   2024-08-07 2024-09-20
AON PLC CL A   2024-08-07 2024-09-11
ATKORE INC   2024-08-07 2024-09-27
BWX TECHNOLOGIES INC COM   2024-08-07 2024-09-30
CADENCE DESIGN SYSTEM   2024-09-25 2024-09-26
CENCORA INC   2024-08-07 2024-09-05
DECKERS OUTDOOR CORP   2024-08-07 2024-09-12
ENTERGY CORP 0900 *25SP15   2023-12-04 2024-09-05
ENTERGY CORP 0900 *25SP15   2024-08-07 2024-09-05
FIRST CITIZ BANCSHARES A   2024-08-07 2024-09-23
FNMA POOL MA4600 3500 52MY01   2024-03-18 2024-09-01
FNMA POOL MA4600 3500 52MY01   2024-08-07 2024-09-01
FNMA POOL MA4654 3500 52JL01   2023-12-04 2024-09-01
FNMA POOL MA4978 5000 53AP01   2023-12-04 2024-09-01
FNMA POOL MA5189 5000 53NV01   2024-07-26 2024-09-01
FNMA POOL MA5189 5000 53NV01   2024-08-07 2024-09-01
FNMA POOL MA5294 5000 54MH01   2024-02-14 2024-09-01
FNMA POOL MA5294 5000 54MH01   2024-03-22 2024-09-01
FRONTDOOR INC   2024-08-07 2024-09-12
HYATT HOTELS CORP COM CL A   2024-08-07 2024-09-12
ICON PLC   2024-08-07 2024-09-19
ICON PLC   2024-08-07 2024-09-26
LANTHEUS HLDGS INC COM   2024-08-07 2024-09-26
LEAR CORP   2024-08-07 2024-09-30
MCCORMICK & CO IN 0900 *26FB15   2023-12-04 2024-09-25
MCCORMICK & CO IN 0900 *26FB15   2024-08-07 2024-09-25
MODINE MFG CO   2024-08-07 2024-09-20
MODINE MFG CO   2024-08-07 2024-09-20
NASDAQ INC COM   2024-08-07 2024-09-25
NASDAQ INC COM   2024-08-07 2024-09-26
NVENT ELECTRIC PLC   2024-08-07 2024-09-12
NVENT ELECTRIC PLC   2024-08-07 2024-09-12
NVENT ELECTRIC PLC   2024-08-07 2024-09-12
NVENT ELECTRIC PLC   2024-09-25 2024-09-26
NY TIMES CL A COMMON   2024-08-07 2024-09-20
NY TIMES CL A COMMON   2024-08-07 2024-09-20
ROSS STORES INC   2024-08-07 2024-09-17
SPROUTS FARMERS MARKET INC   2024-08-06 2024-09-10
SPROUTS FARMERS MARKET INC   2024-08-07 2024-09-10
TAPESTRY INC   2024-08-07 2024-09-20
US FOODS HOLDING CORP   2024-08-07 2024-09-27
US TSY BOND 3000 48AU15   2023-12-04 2024-09-17
US TSY NOTE 4375 34MY15   2024-07-31 2024-09-17
VANGUARD MIDCAP GROWTH ETF   2024-08-07 2024-09-25
VISA INC CL A   2024-08-07 2024-09-04
VISA INC CL A   2024-08-07 2024-09-18
ZIMMER BIOMET HLDGS INC COM   2024-08-07 2024-09-05
ABBVIE INC COM   2021-03-26 2024-10-22
BLACKSTONE INC   2015-11-10 2024-10-22
BLACKSTONE INC   2016-07-14 2024-10-22
DEERE & CO   2020-06-10 2024-10-22
GE AEROSPACE NEW   2011-05-19 2024-10-22
GE AEROSPACE NEW   2017-04-06 2024-10-22
JOHNSON & JOHNSON   2021-03-26 2024-10-22
JOHNSON & JOHNSON   2021-06-29 2024-10-22
JPMORGAN CHASE & CO   2004-10-22 2024-10-22
MICROSOFT CORP   2016-07-14 2024-10-22
NATIXIS OAKMARK INTL A   2017-12-29 2024-10-22
NATIXIS OAKMARK INTL A   2018-03-29 2024-10-22
VERIZON COMMUNICATIONS   2010-06-30 2024-10-22
VERTEX PHARMACEUTICALS   2013-11-21 2024-10-22
WALT DISNEY CO HLDG CO   2020-11-18 2024-10-22
HONEYWELL INTL INC   2015-07-08 2024-10-30
HONEYWELL INTL INC   2015-09-28 2024-10-30
1ST SOURCE CORP   2024-08-07 2024-10-16
ALLY FINANCIAL INC   2024-08-07 2024-10-10
AMENTUM HOLDINGS INC   2024-08-07 2024-10-03
AMERICAN EXPRESS CO   2024-05-06 2024-10-09
AMETEK INC NEW   2024-09-25 2024-10-01
AMETEK INC NEW   2024-09-25 2024-10-07
AMETEK INC NEW   2024-09-25 2024-10-18
AMETEK INC NEW   2024-09-25 2024-10-24
ANALOG DEVICES INC   2024-06-20 2024-10-09
ANALOG DEVICES INC   2024-08-07 2024-10-09
AON PLC CL A   2024-08-07 2024-10-09
APELLIS PHARMACEUTICALS INC.   2024-08-07 2024-10-11
ARES MANAGEMENT CORP CL A   2024-08-07 2024-10-03
ASGN INC   2024-08-07 2024-10-21
ATKORE INC   2024-08-07 2024-10-01
ATKORE INC   2024-08-07 2024-10-02
AVANTOR INC   2024-08-07 2024-10-30
BOEING CO   2024-01-24 2024-10-09
CDW CORPORATION   2024-08-07 2024-10-11
CELSIUS HOLDINGS INC   2024-09-25 2024-10-10
CENTENE CORPORATION   2024-08-07 2024-10-11
CENTENE CORPORATION   2024-08-07 2024-10-17
CENTERPOINT ENERGY INC   2024-08-07 2024-10-16
CHECK POINT SOFTWARE TECH LTD   2024-08-07 2024-10-16
CHEMED CORPORATION   2024-09-25 2024-10-24
CHEMED CORPORATION   2024-09-25 2024-10-31
CHUBB LTD   2024-08-07 2024-10-11
CONSTELLATION BRANDS INC CL A   2024-08-07 2024-10-03
CONSTELLATION BRANDS INC CL A   2024-08-07 2024-10-11
CONSTELLATION BRANDS INC CL A   2024-08-07 2024-10-15
CONSTELLATION BRANDS INC CL A   2024-08-07 2024-10-24
CONSTELLATION BRANDS INC CL A   2024-08-07 2024-10-31
COSTAR GROUP INC   2024-09-25 2024-10-10
COSTAR GROUP INC   2024-09-25 2024-10-17
COSTAR GROUP INC   2024-09-25 2024-10-31
DOVER CORP   2024-08-07 2024-10-18
DOVER CORP   2024-10-04 2024-10-18
DOVER CORP   2024-08-07 2024-10-24
ENTERGY CORP NEW   2024-08-07 2024-10-16
EVEREST GROUP LTD   2024-08-07 2024-10-16
EVEREST GROUP LTD   2024-10-02 2024-10-16
EXPEDIA GROUP INC   2024-08-07 2024-10-14
FERGUSON ENTERPRISES INC   2024-08-07 2024-10-03
FIRST AMERICAN FINL CORP   2024-08-07 2024-10-03
FIRST AMERICAN FINL CORP   2024-08-07 2024-10-22
FIRST AMERICAN FINL CORP   2024-08-07 2024-10-23
FNMA POOL MA4600 3500 52MY01   2024-03-18 2024-10-01
FNMA POOL MA4600 3500 52MY01   2024-08-07 2024-10-01
FNMA POOL MA4654 3500 52JL01   2023-12-04 2024-10-01
FNMA POOL MA4978 5000 53AP01   2023-12-04 2024-10-01
FNMA POOL MA5189 5000 53NV01   2024-07-26 2024-10-01
FNMA POOL MA5189 5000 53NV01   2024-08-07 2024-10-01
FNMA POOL MA5294 5000 54MH01   2024-02-14 2024-10-01
FNMA POOL MA5294 5000 54MH01   2024-03-22 2024-10-01
GENERAL MOTORS FI 5600 *31JN18   2024-07-18 2024-10-22
GENERAL MOTORS FI 5600 *31JN18   2024-08-07 2024-10-22
GENL DYNAMICS CORP   2024-08-07 2024-10-09
HARLEY DAVIDSON INC   2024-08-07 2024-10-02
HONEYWELL INTL INC   2024-06-20 2024-10-23
HONEYWELL INTL INC   2024-08-07 2024-10-23
HONEYWELL INTL INC   2024-08-07 2024-10-30
HOWMET AEROSPACE INC   2024-09-25 2024-10-24
HOWMET AEROSPACE INC   2024-10-04 2024-10-24
ICON PLC   2024-08-06 2024-10-10
ICON PLC   2024-08-07 2024-10-10
ICON PLC   2024-08-07 2024-10-21
ICON PLC   2024-08-07 2024-10-24
ICON PLC   2024-07-09 2024-10-31
ICON PLC   2024-08-07 2024-10-31
IRHYTHM TECHNOLOGIES INC   2024-08-07 2024-10-11
JPMORGAN CHASE & CO   2024-08-07 2024-10-11
KKR & CO INC CL A   2024-08-07 2024-10-11
KLA CORPORATION   2024-08-07 2024-10-09
KLA CORPORATION   2024-08-07 2024-10-15
LANDSTAR SYSTEM INC   2024-08-07 2024-10-28
LEAR CORP   2024-08-07 2024-10-01
LENNAR CORPORATION   2024-08-07 2024-10-22
LOWES COMPANIES INC   2024-08-07 2024-10-09
MARSH & MCLENNAN COS INC   2024-08-07 2024-10-09
MASCO CORP   2024-08-07 2024-10-29
MOLINA HEALTHCARE INC   2024-08-07 2024-10-11
MOLINA HEALTHCARE INC   2024-08-07 2024-10-17
MOLINA HEALTHCARE INC   2024-08-07 2024-10-17
MORGAN STANLEY   2024-08-07 2024-10-11
NXP SEMICONDUCTORS NV   2024-07-24 2024-10-09
OTIS WORLDWIDE CORP   2024-08-07 2024-10-14
OTIS WORLDWIDE CORP   2024-09-25 2024-10-14
OTIS WORLDWIDE CORP   2024-08-07 2024-10-25
PACCAR INC   2024-06-20 2024-10-11
PFIZER INC   2024-08-07 2024-10-09
PPG INDUSTRIES INC   2024-08-07 2024-10-14
PPG INDUSTRIES INC   2024-08-07 2024-10-18
PPG INDUSTRIES INC   2024-08-07 2024-10-30
PROGRESSIVE CORP OHIO   2024-08-07 2024-10-11
PROLOGIS INC COM   2024-08-07 2024-10-11
SPROUTS FARMERS MARKET INC   2024-08-07 2024-10-15
SPROUTS FARMERS MARKET INC   2024-08-07 2024-10-15
SYNOPSYS INC   2024-09-25 2024-10-17
TAKE TWO INTERACTIVE SOFTWARE   2024-09-25 2024-10-03
TAKE TWO INTERACTIVE SOFTWARE   2024-10-02 2024-10-16
TAKE TWO INTERACTIVE SOFTWARE   2024-09-11 2024-10-21
TAKE TWO INTERACTIVE SOFTWARE   2024-09-25 2024-10-21
TAKE TWO INTERACTIVE SOFTWARE   2024-10-02 2024-10-21
TAKE TWO INTERACTIVE SOFTWARE   2024-10-10 2024-10-21
TE CONNECTIVITY PLC   2023-12-01 2024-09-30
TE CONNECTIVITY PLC   2024-08-07 2024-10-11
TEMPUR-PEDIC INT'L INC   2024-08-07 2024-10-11
TEMPUR-PEDIC INT'L INC   2024-10-04 2024-10-11
TERADYNE INC   2024-08-07 2024-10-24
THE MOSAIC COMPANY   2024-08-07 2024-10-14
THE MOSAIC COMPANY   2024-08-07 2024-10-24
VULCAN MATERIALS CO   2024-09-25 2024-10-10
WEYERHAEUSER CO   2024-08-07 2024-10-03
WEYERHAEUSER CO   2024-08-07 2024-10-14
WEYERHAEUSER CO   2024-08-07 2024-10-25
WEYERHAEUSER CO   2024-08-07 2024-10-29
ZEBRA TECH CL-A   2024-08-07 2024-10-24
ZIMMER BIOMET HLDGS INC COM   2024-08-07 2024-10-30
ABBOTT LABORATORIES   2024-08-07 2024-11-07
ACCENTURE PLC IRELAND CL A   2024-08-07 2024-11-07
ADVANCED DRAIN SYS INC   2024-10-30 2024-11-08
ADVANCED DRAIN SYS INC   2024-08-07 2024-11-11
ADVANCED DRAIN SYS INC   2024-10-30 2024-11-11
ADVANCED DRAIN SYS INC   2024-08-07 2024-11-12
AGILENT TECHNOLOGIES   2024-09-25 2024-11-07
AGILENT TECHNOLOGIES   2024-09-25 2024-11-21
AMENTUM HOLDINGS INC   2024-08-07 2024-10-03
AMERICAN ELEC PWR CO INC   2024-08-07 2024-11-12
AMERIPRISE FINCL INC   2024-08-07 2024-11-07
ARROW ELECTRONICS   2024-08-07 2024-11-04
ARROW ELECTRONICS   2024-10-18 2024-11-04
ASGN INC   2024-08-07 2024-11-15
ASGN INC   2024-08-07 2024-11-18
ASGN INC   2024-08-07 2024-11-19
ASGN INC   2024-08-07 2024-11-21
ASGN INC   2024-08-07 2024-11-21
ASGN INC   2024-08-07 2024-11-21
ASGN INC   2024-08-07 2024-11-22
ASGN INC   2024-08-07 2024-11-22
ASM INTERNATIONAL NV   2024-09-25 2024-11-07
ASM INTERNATIONAL NV   2024-09-25 2024-11-14
AUTOZONE INC   2024-08-07 2024-11-07
BALL CORP   2024-08-07 2024-11-07
BALL CORP   2024-10-04 2024-11-07
BALL CORP   2024-10-04 2024-11-07
BUILDERS FIRSTSOURCE INC   2024-08-07 2024-11-05
BUILDERS FIRSTSOURCE INC   2024-08-07 2024-11-05
BUILDERS FIRSTSOURCE INC   2024-10-30 2024-11-05
BWX TECHNOLOGIES INC COM   2024-08-07 2024-11-05
CADENCE DESIGN SYSTEM   2024-09-25 2024-11-14
CENTERPOINT ENERGY INC   2024-08-07 2024-11-12
CHURCH & DWIGHT CO INC   2024-09-25 2024-11-07
CORTEVA INC   2024-08-07 2024-11-07
CORTEVA INC   2024-08-07 2024-11-07
CURTISS WRIGHT CORP   2024-08-07 2024-11-14
DELL TECHNOLOGIES INC CL C   2024-08-07 2024-11-11
DELL TECHNOLOGIES INC CL C   2024-10-30 2024-11-11
DELL TECHNOLOGIES INC CL C   2024-08-07 2024-11-27
DOMINION ENERGY INC   2024-09-26 2024-11-07
DUKE ENERGY CORPORATION   2024-08-07 2024-11-07
EVEREST GROUP LTD   2024-08-07 2024-11-25
EVEREST GROUP LTD   2024-08-07 2024-11-26
EVEREST GROUP LTD   2024-08-07 2024-11-27
EVEREST GROUP LTD   2024-08-07 2024-11-29
FNMA POOL MA4600 3500 52MY01   2024-03-18 2024-11-01
FNMA POOL MA4600 3500 52MY01   2024-08-07 2024-11-01
FNMA POOL MA4654 3500 52JL01   2023-12-04 2024-11-01
FNMA POOL MA4978 5000 53AP01   2023-12-04 2024-11-01
FNMA POOL MA5189 5000 53NV01   2024-07-26 2024-11-01
FNMA POOL MA5189 5000 53NV01   2024-08-07 2024-11-01
FNMA POOL MA5294 5000 54MH01   2024-02-14 2024-11-01
FNMA POOL MA5294 5000 54MH01   2024-03-22 2024-11-01
FRONTDOOR INC   2024-08-07 2024-11-07
FRONTDOOR INC   2024-08-07 2024-11-11
GENTEX CORP   2024-08-07 2024-11-04
GENTEX CORP   2024-10-18 2024-11-04
GENTEX CORP   2024-08-07 2024-11-07
GENTEX CORP   2024-08-07 2024-11-07
HALLIBURTON CO   2024-08-07 2024-11-14
HOWMET AEROSPACE INC   2024-09-25 2024-11-21
ICON PLC   2024-07-12 2024-11-21
ICON PLC   2024-07-23 2024-11-21
ICON PLC   2024-08-07 2024-11-21
ICON PLC   2024-08-07 2024-11-21
ICON PLC   2024-08-13 2024-11-21
ICON PLC   2024-09-25 2024-11-21
ILL TOOL WORKS INC   2023-12-06 2024-11-07
INGERSOLL RAND INC   2024-09-25 2024-11-14
INGERSOLL RAND INC   2024-09-25 2024-11-21
JACOBS SOLUTIONS INC   2024-08-07 2024-11-19
JACOBS SOLUTIONS INC   2024-10-18 2024-11-19
JOHNSON & JOHNSON   2024-08-07 2024-11-07
KENVUE INC   2024-08-07 2024-11-07
LEIDOS HLDGS INC   2024-08-07 2024-11-14
MCKESSON CORP   2024-08-07 2024-11-07
MODINE MFG CO   2024-08-07 2024-11-07
MODINE MFG CO   2024-09-25 2024-11-07
MODINE MFG CO   2024-09-25 2024-11-07
MONOLITHIC PWR SYSTEMS INC   2024-09-25 2024-11-21
NVENT ELECTRIC PLC   2024-09-25 2024-11-07
NVR INCORPORATED NEW   2024-08-07 2024-11-07
NVR INCORPORATED NEW   2024-09-25 2024-11-07
SCIENCE APPLICATIONS INTL CORP   2024-08-07 2024-11-14
SCIENCE APPLICATIONS INTL CORP   2024-10-04 2024-11-14
SOUTHERN CO   2024-08-07 2024-11-07
TARGET CORPORATION   2024-06-20 2024-11-06
TARGET CORPORATION   2024-08-07 2024-11-06
US TSY BOND 1875 51NV15   2023-12-06 2024-11-20
US TSY BOND 1875 51NV15   2024-01-26 2024-11-20
US TSY BOND 1875 51NV15   2024-03-28 2024-11-20
US TSY BOND 1875 51NV15   2024-04-30 2024-11-20
US TSY BOND 1875 51NV15   2024-08-07 2024-11-20
US TSY NOTE 0250 25AU31   2024-10-31 2024-11-20
US TSY NOTE 3500 33FB15   2023-12-04 2024-11-20
US TSY NOTE 3500 33FB15   2023-12-27 2024-11-20
US TSY NOTE 4125 26JN15   2023-12-04 2024-11-20
US TSY NOTE 4125 26JN15   2023-12-06 2024-11-20
US TSY NOTE 4125 26JN15   2024-07-29 2024-11-20
US TSY NOTE 4125 26JN15   2024-08-07 2024-11-20
US TSY NOTE 4125 26JN15   2024-08-07 2024-11-25
US TSY NOTE 4375 27JL15   2024-07-31 2024-11-20
US TSY NOTE 4375 27JL15   2024-08-07 2024-11-20
US TSY NOTE 4375 28NV30   2023-12-06 2024-11-20
US TSY NOTE 4375 28NV30   2023-12-06 2024-11-20
US TSY NOTE 4375 28NV30   2023-12-06 2024-11-20
US TSY NOTE 4375 28NV30   2024-01-26 2024-11-20
VISA INC CL A   2024-08-07 2024-11-01
VISA INC CL A   2024-08-07 2024-11-07
VISA INC CL A   2024-08-07 2024-11-18
VOYA FINL INC   2024-08-07 2024-11-05
VOYA FINL INC   2024-10-22 2024-11-05
WINTRUST FIN CORP   2024-08-07 2024-11-06
WINTRUST FIN CORP   2024-08-07 2024-11-06
ZIMMER BIOMET HLDGS INC COM   2024-08-07 2024-11-20
BLACKSTONE INC   2016-07-14 2024-12-09
GE AEROSPACE NEW   2017-04-06 2024-12-09
GE AEROSPACE NEW   2017-08-31 2024-12-09
PFIZER INC   2010-11-09 2024-12-09
VERTEX PHARMACEUTICALS   2013-11-21 2024-12-09
CHARLES SCHWAB NEW   2023-12-01 2024-12-06
US TSY BOND 3000 48AU15   2023-12-04 2024-12-19
US TSY NOTE 4375 28NV30   2023-12-11 2024-12-19
US TSY NOTE 4375 28NV30   2023-12-12 2024-12-19
US TSY NOTE 4375 28NV30   2023-12-12 2024-12-19
US TSY NOTE 4625 26NV15   2023-12-06 2024-12-19
VISA INC CL A   2023-12-01 2024-12-18
ADVANCED DRAIN SYS INC   2024-08-07 2024-12-03
ADVANCED DRAIN SYS INC   2024-08-07 2024-12-05
ADVANCED DRAIN SYS INC   2024-08-07 2024-12-06
ADVANCED DRAIN SYS INC   2024-08-07 2024-12-09
ADVANCED DRAIN SYS INC   2024-08-07 2024-12-10
AMERICAN EXPRESS CO   2024-05-06 2024-12-19
ASGN INC   2024-08-07 2024-11-19
ASGN INC   2024-08-07 2024-11-19
BALL CORP   2024-08-07 2024-12-05
BRIGHT HORIZONS FAMILY SOLUT   2024-09-25 2024-12-12
CHARLES SCHWAB CO 4000 *64DE19   2024-06-17 2024-12-19
CHARLES SCHWAB NEW   2024-08-07 2024-12-06
COCA-COLA EUROPACIFIC PARTNERS   2024-08-07 2024-12-27
COCA-COLA EUROPACIFIC PARTNERS   2024-10-04 2024-12-27
DOMINION ENERGY INC   2024-09-26 2024-11-07
EVEREST GROUP LTD   2024-08-07 2024-12-02
EVEREST GROUP LTD   2024-08-07 2024-12-03
EVEREST GROUP LTD   2024-08-07 2024-12-04
FERGUSON ENTERPRISES INC   2024-08-07 2024-12-10
FERGUSON ENTERPRISES INC   2024-08-07 2024-12-10
FERGUSON ENTERPRISES INC   2024-08-07 2024-12-16
FHLMC 30G SD8342 5500 53JL01   2024-11-20 2024-12-01
FIRST HAWAIIAN INC   2024-08-07 2024-12-03
FIRST HAWAIIAN INC   2024-08-07 2024-12-04
FNMA POOL FS7252 5000 53NV01   2024-11-20 2024-12-01
FNMA POOL MA4600 3500 52MY01   2024-03-18 2024-12-01
FNMA POOL MA4600 3500 52MY01   2024-08-07 2024-12-01
FNMA POOL MA4600 3500 52MY01   2024-11-20 2024-12-01
FNMA POOL MA4654 3500 52JL01   2023-12-04 2024-12-01
FNMA POOL MA4978 5000 53AP01   2023-12-04 2024-12-01
FNMA POOL MA5189 5000 53NV01   2024-07-26 2024-12-01
FNMA POOL MA5189 5000 53NV01   2024-08-07 2024-12-01
FNMA POOL MA5294 5000 54MH01   2024-02-14 2024-12-01
FNMA POOL MA5294 5000 54MH01   2024-03-22 2024-12-01
FRONTDOOR INC   2024-08-07 2024-12-03
GARMIN LTD   2024-08-07 2024-12-16
HALLIBURTON CO   2024-08-07 2024-12-06
HOWMET AEROSPACE INC   2024-09-25 2024-12-19
HUNTINGTON BANCSHARES   2024-08-07 2024-12-04
ICON PLC   2024-08-07 2024-11-21
ICON PLC   2024-08-07 2024-11-21
ICON PLC   2024-09-04 2024-12-23
ICON PLC   2024-09-25 2024-12-23
ILLUMINA INC   2024-09-26 2024-12-12
KKR & CO INC CL A   2024-08-07 2024-12-04
KROGER CO/THE 4650 *29SP15   2024-09-05 2024-12-11
LPL FINL HLDGS INC COM   2024-09-25 2024-12-10
LPL FINL HLDGS INC COM   2024-09-25 2024-12-10
MICROCHIP TECHNOLOGY INC   2024-09-19 2024-12-17
MICROCHIP TECHNOLOGY INC   2024-10-18 2024-12-17
MORNINGSTAR INC COMMON   2024-09-25 2024-12-12
MORNINGSTAR INC COMMON   2024-10-10 2024-12-12
MORNINGSTAR INC COMMON   2024-09-25 2024-12-19
NVENT ELECTRIC PLC   2024-08-07 2024-12-05
NVENT ELECTRIC PLC   2024-09-25 2024-12-05
NVENT ELECTRIC PLC   2024-08-07 2024-12-13
PAR TECHNOLOGY CP DELA   2024-08-07 2024-12-04
PAR TECHNOLOGY CP DELA   2024-08-07 2024-12-05
PARKER HANNIFIN CORP   2024-11-15 2024-12-27
PARKER HANNIFIN CORP   2024-11-15 2024-12-27
PARKER HANNIFIN CORP   2024-12-19 2024-12-27
PATRICK INDUSTRIES   2024-09-17 2024-12-16
RENAISSANCE RE HOLDINGS LTD   2024-08-07 2024-12-30
RENAISSANCE RE HOLDINGS LTD   2024-08-07 2024-12-30
RENAISSANCE RE HOLDINGS LTD   2024-08-08 2024-12-30
RENAISSANCE RE HOLDINGS LTD   2024-11-15 2024-12-30
RENAISSANCE RE HOLDINGS LTD   2024-12-08 2024-12-30
RENAISSANCE RE HOLDINGS LTD   2024-12-19 2024-12-30
RENAISSANCE RE HOLDINGS LTD   2024-12-19 2024-12-30
SCIENCE APPLICATIONS INTL CORP   2024-08-07 2024-12-09
SCIENCE APPLICATIONS INTL CORP   2024-08-07 2024-12-09
TIDEWATER INC NEW   2024-08-07 2024-12-09
TIDEWATER INC NEW   2024-08-26 2024-12-09
TIDEWATER INC NEW   2024-08-07 2024-12-10
TIDEWATER INC NEW   2024-08-07 2024-12-11
TIDEWATER INC NEW   2024-08-07 2024-12-11
US BANCORP FXD TO 5836 *34JN12   2024-10-22 2024-12-19
US TSY NOTE 3500 33FB15   2023-12-27 2024-12-19
US TSY NOTE 3500 33FB15   2023-12-27 2024-12-19
US TSY NOTE 4375 28NV30   2023-12-06 2024-11-20
US TSY NOTE 4375 28NV30   2024-01-26 2024-11-20
US TSY NOTE 4375 28NV30   2024-01-26 2024-12-19
US TSY NOTE 4375 28NV30   2024-06-28 2024-12-19
US TSY NOTE 4375 28NV30   2024-07-17 2024-12-19
US TSY NOTE 4375 28NV30   2024-08-07 2024-12-19
US TSY NOTE 4375 28NV30   2024-08-12 2024-12-19
US TSY NOTE 4375 28NV30   2024-08-12 2024-12-19
US TSY NOTE 4375 28NV30   2024-08-16 2024-12-19
US TSY NOTE 4375 28NV30   2024-08-26 2024-12-19
US TSY NOTE 4375 28NV30   2024-08-26 2024-12-19
US TSY NOTE 4375 28NV30   2024-09-30 2024-12-19
US TSY NOTE 4375 34MY15   2024-07-31 2024-12-19
VOYA FINL INC   2024-08-07 2024-12-10
VOYA FINL INC   2024-08-07 2024-12-11
VOYA FINL INC   2024-08-07 2024-12-12
VOYA FINL INC   2024-08-07 2024-12-13
WINTRUST FIN CORP   2024-08-07 2024-12-04
WOLTERS KLUWER NV SPON ADR   2024-09-25 2024-12-05
WOLTERS KLUWER NV SPON ADR   2024-09-25 2024-12-05
(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 3,713   1,118 2,595
b 3,434   1,642 1,792
c 45,356   45,157 199
d 13,745   12,496 1,249
e 2,944   2,676 268
3,625   3,193 432
2,210   2,015 195
18,628   18,552 76
2,974   2,882 92
44,921   44,730 191
2,360   2,326 34
273   269 4
596   494 102
401   388 13
12,724   12,479 245
3,754   3,458 296
3,409   3,343 66
3,784   3,769 15
2,920   2,847 73
4,047   3,740 307
2,452   2,515 -63
2,789   2,624 165
2,447   2,566 -119
14,011   12,425 1,586
2,865   2,672 193
3,807   3,593 214
20,201   9,852 10,349
21,997   21,407 590
285   281 4
55,366   55,355 11
693   573 120
341   330 11
4,149   3,219 930
12,640   9,842 2,798
6,775   5,492 1,283
2,869   2,370 499
20,455   16,917 3,538
647   533 114
353   341 12
103   100 3
15,406   13,780 1,626
12,747   10,940 1,807
397   341 56
16,247   13,054 3,193
1,927   1,548 379
2,019   1,671 348
22,079   17,037 5,042
17,809   17,843 -34
5,623   5,634 -11
22,146   22,238 -92
12,078   12,128 -50
2,702   2,262 440
7,929   6,253 1,676
6,531   5,402 1,129
3,078   2,574 504
28,781   31,283 -2,502
10,386   9,801 585
5,360   5,009 351
4,669   4,501 168
25,454   21,677 3,777
2,587   2,235 352
216   192 24
839   702 137
354   342 12
308   299 9
167   163 4
34,666   30,421 4,245
16,141   18,367 -2,226
61,818   68,065 -6,247
12,265   11,513 752
25,835   59,443 -33,608
9,708   12,665 -2,957
6,472   12,695 -6,223
9,708   15,465 -5,757
19,529   21,965 -2,436
15,257   9,730 5,527
10,172   9,753 419
15,257   11,881 3,376
6,517   4,606 1,911
10,819   7,656 3,163
19,171   20,771 -1,600
11,488   10,672 816
4,651   4,356 295
10,049   9,293 756
6,597   6,098 499
3,018   2,732 286
7,044   6,366 678
222   190 32
798   667 131
421   407 14
309   300 9
168   164 4
14,028   11,308 2,720
1,918   1,577 341
101,197   20,020 81,177
204,241   24,926 179,315
4,075   3,060 1,015
5,744   4,124 1,620
14,818   16,532 -1,714
4,331   4,832 -501
4,294   4,781 -487
5,160   5,807 -647
16,310   18,122 -1,812
226   193 33
1,041   882 159
441   427 14
321   311 10
174   170 4
10,154   8,602 1,552
10,624   11,510 -886
4,111   4,454 -343
10,182   11,037 -855
45,220   44,580 640
23,619   23,140 479
5,341   3,725 1,616
220   188 32
1,057   896 161
447   432 15
279   271 8
152   148 4
46,217   44,824 1,393
9,536   7,230 2,306
11,609   11,052 557
5,500   4,488 1,012
23,247   25,263 -2,016
19,928   19,681 247
4,510   4,362 148
9,121   8,340 781
21,914   21,289 625
14,292   13,872 420
97,279   94,227 3,052
65,685   65,653 32
3,038   3,030 8
79,555   79,487 68
44,544   44,871 -327
2,597   2,491 106
2,794   2,882 -88
4,732   4,924 -192
6,625   6,397 228
1,807   1,804 3
4,053   3,895 158
6,333   6,013 320
8,975   7,137 1,838
3,409   3,436 -27
210   179 31
1,157   986 171
424   410 14
240   235 5
243   235 8
132   129 3
6,879   5,899 980
1,499   1,497 2
2,294   2,178 116
4,095   3,946 149
3,330   3,401 -71
32,124   32,860 -736
32,544   32,615 -71
9,028   7,400 1,628
7,523   6,358 1,165
14,377   14,609 -232
33,315   26,448 6,867
1,556   1,567 -11
28,678   26,391 2,287
4,013   4,032 -19
1,865   1,831 34
18,184   15,443 2,741
1,923   1,986 -63
1,453   1,486 -33
140   143 -3
136   146 -10
1,711   1,800 -89
5,692   5,511 181
31,583   30,517 1,066
4,785   4,690 95
9,442   9,188 254
4,983   4,566 417
6,092   5,148 944
3,675   4,475 -800
2,444   2,412 32
4,867   4,343 524
26,248   25,443 805
2,415   2,820 -405
3,276   2,889 387
12,046   11,888 158
5,155   5,347 -192
11,856   11,197 659
47,109   45,143 1,966
60,568   60,376 192
3,253   3,222 31
232   199 33
1,760   1,582 178
839   705 134
391   378 13
308   302 6
1,374   1,359 15
155   150 5
84   82 2
3,551   3,324 227
16,700   15,059 1,641
3,333   3,426 -93
13,347   14,636 -1,289
9,504   8,998 506
3,162   3,214 -52
46,833   44,660 2,173
62,126   61,362 764
4,692   3,706 986
1,471   1,162 309
15,614   14,464 1,150
18,593   17,303 1,290
10,027   9,458 569
3,623   3,415 208
712   671 41
13,620   13,563 57
3,033   3,065 -32
1,626   1,643 -17
3,027   2,770 257
2,312   2,217 95
4,222   4,032 190
3,709   3,218 491
10,087   8,740 1,347
52,511   48,043 4,468
12,713   12,248 465
1,911,999   1,767,348 144,651
6,721   6,233 488
6,071   5,454 617
3,030   3,150 -120
73,579   42,053 31,526
24,679   3,730 20,949
125,862   13,761 112,101
101,370   41,368 60,002
65,710   38,290 27,420
9,637   8,443 1,194
49,223   50,036 -813
73,432   75,325 -1,893
200,944   34,702 166,242
201,448   26,009 175,439
114,292   121,771 -7,479
48,540   50,000 -1,460
199,085   129,534 69,551
51,208   7,356 43,852
85,974   130,809 -44,835
18,154   8,499 9,655
30,945   13,147 17,798
8,015   7,525 490
12,151   14,157 -2,006
2,712   2,570 142
40,846   35,346 5,500
3,064   3,094 -30
4,648   4,813 -165
2,546   2,578 -32
7,338   7,563 -225
7,187   7,160 27
696   629 67
5,025   4,626 399
10,102   13,038 -2,936
10,511   9,293 1,218
1,214   1,132 82
1,930   2,286 -356
1,920   2,295 -375
5,005   5,648 -643
4,517   6,479 -1,962
7,966   7,614 352
4,224   3,856 368
2,837   2,954 -117
10,119   12,197 -2,078
9,583   8,364 1,219
4,998   4,278 720
13,800   13,767 33
14,040   15,543 -1,503
4,016   3,762 254
5,283   5,185 98
3,522   3,512 10
6,008   5,928 80
1,905   1,901 4
9,384   9,641 -257
9,946   9,882 64
8,238   7,935 303
9,058   9,208 -150
3,504   3,188 316
3,115   3,006 109
2,768   2,656 112
2,283   2,014 269
2,449   2,297 152
2,847   2,921 -74
12,431   9,551 2,880
2,203   2,315 -112
2,147   1,979 168
3,325   3,119 206
1,513   1,439 74
187   158 29
1,412   1,249 163
826   693 133
462   447 15
181   177 4
806   797 9
162   157 5
88   86 2
48,372   48,429 -57
58,450   58,435 15
5,073   4,937 136
3,322   3,273 49
3,557   3,424 133
39,572   36,176 3,396
8,665   8,536 129
6,599   6,511 88
1,523   1,521 2
14,174   14,736 -562
2,413   2,491 -78
1,752   1,868 -116
2,487   3,426 -939
2,443   4,086 -1,643
1,111   1,557 -446
8,853   11,168 -2,315
5,133   4,640 493
4,853   4,019 834
8,013   7,329 684
34,320   32,245 2,075
5,751   6,032 -281
7,764   7,914 -150
3,481   3,406 75
5,793   5,010 783
4,760   4,661 99
6,270   5,678 592
5,598   5,789 -191
3,861   4,526 -665
3,642   4,256 -614
5,537   4,682 855
4,503   4,950 -447
3,176   2,850 326
1,474   1,391 83
9,424   8,771 653
5,003   5,044 -41
5,005   4,883 122
4,572   4,289 283
2,241   2,052 189
9,381   8,966 415
6,045   5,235 810
5,022   5,190 -168
2,102   1,728 374
934   768 166
25,117   25,333 -216
885   901 -16
618   626 -8
624   608 16
3,897   3,756 141
312   313 -1
5,612   5,531 81
      0
4,407   4,336 71
2,425   2,365 60
2,223   2,334 -111
16,996   18,525 -1,529
5,749   6,002 -253
2,252   2,309 -57
12,456   12,782 -326
3,912   3,819 93
1,728   1,701 27
3,681   3,722 -41
9,329   9,755 -426
3,999   3,556 443
2,388   2,390 -2
6,464   6,232 232
4,290   3,877 413
1,077   1,228 -151
1,469   1,669 -200
267   307 -40
2,116   2,387 -271
10,375   10,514 -139
9,258   9,954 -696
2,712   2,725 -13
2,809   3,015 -206
5,552   3,988 1,564
590   625 -35
2,125   2,443 -318
2,204   2,177 27
1,292   1,306 -14
1,356   1,394 -38
3,300   3,392 -92
339   348 -9
90   92 -2
710   691 19
542   527 15
13,339   15,357 -2,018
13,801   15,803 -2,002
5,375   5,363 12
60   64 -4
3,594   3,941 -347
56   61 -5
3,035   2,587 448
546   465 81
951   909 42
2,559   2,119 440
16,828   15,056 1,772
2,114   1,835 279
17,713   17,537 176
12,616   11,310 1,306
1,802   1,616 186
2,221   1,634 587
1,632   1,082 550
2,584   2,490 94
4,491   3,239 1,252
5,766   5,821 -55
4,882   5,039 -157
2,029   1,885 144
1,880   1,757 123
3,931   3,670 261
1,974   1,840 134
214   183 31
1,623   1,443 180
917   775 142
544   526 18
249   244 5
1,110   1,098 12
361   350 11
196   192 4
6,818   5,345 1,473
4,868   3,773 1,095
545   523 22
1,061   1,051 10
2,977   2,839 138
558   532 26
6,669   6,892 -223
18,292   15,426 2,866
1,240   1,834 -594
1,653   2,368 -715
4,959   7,474 -2,515
2,066   3,114 -1,048
2,273   3,240 -967
6,477   8,969 -2,492
4,624   4,214 410
11,224   10,359 865
9,723   9,018 705
669   582 87
1,607   1,715 -108
5,034   5,131 -97
4,725   4,265 460
2,090   1,784 306
8,527   8,738 -211
1,621   1,318 303
1,352   1,487 -135
643   708 -65
13,290   21,618 -8,328
6,915   6,222 693
5,153   4,684 469
1,980   2,042 -62
1,320   1,211 109
2,112   2,322 -210
6,607   6,660 -53
6,183   6,025 158
28,263   26,075 2,188
37,113   39,805 -2,692
13,703   14,211 -508
7,994   8,412 -418
11,419   11,076 343
111,911   119,454 -7,543
55,183   55,099 84
99,557   99,541 16
1,878   1,948 -70
88,697   88,242 455
23,918   23,839 79
8,969   8,951 18
86,704   87,110 -406
10,968   11,014 -46
139,325   139,706 -381
95,222   96,250 -1,028
28,081   28,262 -181
2,005   2,018 -13
1,003   1,010 -7
4,012   4,048 -36
9,050   8,051 999
11,336   9,610 1,726
4,663   3,896 767
2,138   1,814 324
2,290   2,475 -185
5,069   3,856 1,213
593   451 142
11,808   11,875 -67
74,191   7,112 67,079
20,305   18,422 1,883
63,452   46,752 16,700
39,495   24,925 14,570
180,483   25,747 154,736
32,915   25,086 7,829
8,825   9,151 -326
1,998   2,025 -27
21,976   22,262 -286
11,987   12,107 -120
20,109   20,103 6
11,085   8,981 2,104
3,970   4,464 -494
1,672   1,961 -289
2,009   2,350 -341
1,999   2,326 -327
1,947   2,290 -343
28,991   23,174 5,817
847   871 -24
509   523 -14
1,778   1,988 -210
12,645   15,885 -3,240
1,933   1,879 54
17,842   13,764 4,078
4,582   4,448 134
1,069   1,087 -18
5,766   5,821 -55
1,946   1,832 114
1,981   1,866 115
1,962   1,859 103
4,148   4,168 -20
221   222 -1
1,306   1,408 -102
1,330   1,319 11
3,630   3,120 510
2,922   2,514 408
155   151 4
188   160 28
1,427   1,264 163
302   271 31
728   607 121
312   302 10
343   336 7
1,531   1,514 17
220   213 7
119   117 2
2,783   2,156 627
5,483   4,230 1,253
1,123   1,216 -93
14,338   13,222 1,116
3,960   3,041 919
3,386   5,103 -1,717
1,573   2,371 -798
1,578   2,367 -789
256   354 -98
7,965   6,962 1,003
25,376   18,087 7,289
109,959   109,800 159
10,000   6,947 3,053
1,345   934 411
2,783   3,752 -969
829   1,076 -247
2,519   2,222 297
7,556   6,967 589
8,423   7,907 516
3,733   2,928 805
11,820   10,626 1,194
7,597   6,221 1,376
1,811   1,044 767
6,374   3,723 2,651
2,653   2,892 -239
51   56 -5
426   425 1
65   69 -4
3,408   3,145 263
1,836   1,697 139
1,883   1,757 126
1,684   1,741 -57
61   61 0
4,372   4,370 2
61   61 0
936   969 -33
234   242 -8
343   587 -244
1,948   3,613 -1,665
1,930   3,357 -1,427
1,831   3,210 -1,379
122   213 -91
1,021   1,042 -21
3,721   3,896 -175
1,860   1,948 -88
1,003   1,010 -7
4,012   4,048 -36
4,995   5,059 -64
5,993   6,001 -8
8,990   9,091 -101
49,844   36,556 13,288
10,988   11,247 -259
1,998   2,045 -47
13,985   14,293 -308
2,997   3,074 -77
1,998   2,049 -51
16,981   17,501 -520
14,785   15,303 -518
955   842 113
1,569   1,425 144
72   65 7
1,758   1,620 138
6,679   4,796 1,883
16,434   16,701 -267
1,211   1,230 -19
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       2,595
b       1,792
c       199
d       1,249
e       268
      432
      195
      76
      92
      191
      34
      4
      102
      13
      245
      296
      66
      15
      73
      307
      -63
      165
      -119
      1,586
      193
      214
      10,349
      590
      4
      11
      120
      11
      930
      2,798
      1,283
      499
      3,538
      114
      12
      3
      1,626
      1,807
      56
      3,193
      379
      348
      5,042
      -34
      -11
      -92
      -50
      440
      1,676
      1,129
      504
      -2,502
      585
      351
      168
      3,777
      352
      24
      137
      12
      9
      4
      4,245
      -2,226
      -6,247
      752
      -33,608
      -2,957
      -6,223
      -5,757
      -2,436
      5,527
      419
      3,376
      1,911
      3,163
      -1,600
      816
      295
      756
      499
      286
      678
      32
      131
      14
      9
      4
      2,720
      341
      81,177
      179,315
      1,015
      1,620
      -1,714
      -501
      -487
      -647
      -1,812
      33
      159
      14
      10
      4
      1,552
      -886
      -343
      -855
      640
      479
      1,616
      32
      161
      15
      8
      4
      1,393
      2,306
      557
      1,012
      -2,016
      247
      148
      781
      625
      420
      3,052
      32
      8
      68
      -327
      106
      -88
      -192
      228
      3
      158
      320
      1,838
      -27
      31
      171
      14
      5
      8
      3
      980
      2
      116
      149
      -71
      -736
      -71
      1,628
      1,165
      -232
      6,867
      -11
      2,287
      -19
      34
      2,741
      -63
      -33
      -3
      -10
      -89
      181
      1,066
      95
      254
      417
      944
      -800
      32
      524
      805
      -405
      387
      158
      -192
      659
      1,966
      192
      31
      33
      178
      134
      13
      6
      15
      5
      2
      227
      1,641
      -93
      -1,289
      506
      -52
      2,173
      764
      986
      309
      1,150
      1,290
      569
      208
      41
      57
      -32
      -17
      257
      95
      190
      491
      1,347
      4,468
      465
      144,651
      488
      617
      -120
      31,526
      20,949
      112,101
      60,002
      27,420
      1,194
      -813
      -1,893
      166,242
      175,439
      -7,479
      -1,460
      69,551
      43,852
      -44,835
      9,655
      17,798
      490
      -2,006
      142
      5,500
      -30
      -165
      -32
      -225
      27
      67
      399
      -2,936
      1,218
      82
      -356
      -375
      -643
      -1,962
      352
      368
      -117
      -2,078
      1,219
      720
      33
      -1,503
      254
      98
      10
      80
      4
      -257
      64
      303
      -150
      316
      109
      112
      269
      152
      -74
      2,880
      -112
      168
      206
      74
      29
      163
      133
      15
      4
      9
      5
      2
      -57
      15
      136
      49
      133
      3,396
      129
      88
      2
      -562
      -78
      -116
      -939
      -1,643
      -446
      -2,315
      493
      834
      684
      2,075
      -281
      -150
      75
      783
      99
      592
      -191
      -665
      -614
      855
      -447
      326
      83
      653
      -41
      122
      283
      189
      415
      810
      -168
      374
      166
      -216
      -16
      -8
      16
      141
      -1
      81
      0
      71
      60
      -111
      -1,529
      -253
      -57
      -326
      93
      27
      -41
      -426
      443
      -2
      232
      413
      -151
      -200
      -40
      -271
      -139
      -696
      -13
      -206
      1,564
      -35
      -318
      27
      -14
      -38
      -92
      -9
      -2
      19
      15
      -2,018
      -2,002
      12
      -4
      -347
      -5
      448
      81
      42
      440
      1,772
      279
      176
      1,306
      186
      587
      550
      94
      1,252
      -55
      -157
      144
      123
      261
      134
      31
      180
      142
      18
      5
      12
      11
      4
      1,473
      1,095
      22
      10
      138
      26
      -223
      2,866
      -594
      -715
      -2,515
      -1,048
      -967
      -2,492
      410
      865
      705
      87
      -108
      -97
      460
      306
      -211
      303
      -135
      -65
      -8,328
      693
      469
      -62
      109
      -210
      -53
      158
      2,188
      -2,692
      -508
      -418
      343
      -7,543
      84
      16
      -70
      455
      79
      18
      -406
      -46
      -381
      -1,028
      -181
      -13
      -7
      -36
      999
      1,726
      767
      324
      -185
      1,213
      142
      -67
      67,079
      1,883
      16,700
      14,570
      154,736
      7,829
      -326
      -27
      -286
      -120
      6
      2,104
      -494
      -289
      -341
      -327
      -343
      5,817
      -24
      -14
      -210
      -3,240
      54
      4,078
      134
      -18
      -55
      114
      115
      103
      -20
      -1
      -102
      11
      510
      408
      4
      28
      163
      31
      121
      10
      7
      17
      7
      2
      627
      1,253
      -93
      1,116
      919
      -1,717
      -798
      -789
      -98
      1,003
      7,289
      159
      3,053
      411
      -969
      -247
      297
      589
      516
      805
      1,194
      1,376
      767
      2,651
      -239
      -5
      1
      -4
      263
      139
      126
      -57
      0
      2
      0
      -33
      -8
      -244
      -1,665
      -1,427
      -1,379
      -91
      -21
      -175
      -88
      -7
      -36
      -64
      -8
      -101
      13,288
      -259
      -47
      -308
      -77
      -51
      -520
      -518
      113
      144
      7
      138
      1,883
      -267
      -19
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 1,442,936
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 25,500
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 25,500
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 25,500
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 17,200
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 17,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 283
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 8,583
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 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
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
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.ANDERSONROGERSFOUNDATION.ORG
14
The books are in care ofright arrowSARAH A POPE Telephone no.right arrow (914) 502-6250

Located atright arrowPO BOX 1854NEW YORKNY ZIP+4right arrow10113
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)
 
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
SARAH ANDERSON POPE PRES,TREASURER
5.00
0 0 0
PO BOX 1854
NEW YORK,NY10113
PORTER W ANDERSON JR VP, CHAIRMAN OF THE BOARD
1.00
0 0 0
PO BOX 1854
NEW YORK,NY10113
JULIETTE POPE SECRETARY
1.00
0 0 0
PO BOX 1854
NEW YORK,NY10113
ANDREW POPE EXECUTIVE DIRECTOR
40.00
132,000 0 0
PO BOX 1854
NEW YORK,NY10113
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
27,185,960
b
Average of monthly cash balances.......................
1b
707,588
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
27,893,548
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
27,893,548
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
418,403
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
27,475,145
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,373,757
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,373,757
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
25,500
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
25,500
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,348,257
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,348,257
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
1,348,257
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,321,500
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
1,321,500
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,348,257
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......  
b From 2020...... 74,590
c From 2021......  
d From 2022......  
e From 2023...... 115,212
f Total of lines 3a through e ........ 189,802
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,321,500
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..... 1,321,500
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 26,757 26,757
(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 5 163,045
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) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
163,045
10 Analysis of line 9:
a Excess from 2020.... 47,833
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 115,212
e Excess from 2024....  
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:
ANDREW POPE
PO BOX 1854
NEW YORK,NY10113
(914) 502-6250
INFO@ANDERSONROGERSFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
BRIEF LETTER OF INQUIRY DESCRIBING ORGANIZATION OR PROJECT FOR WHICH FUNDING IS SOUGHT.
cAny submission deadlines:
NO DEADLINES. APPLICATIONS ACCEPTED YEAR-ROUND.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
DOES NOT FUND SCHOLARSHIPS OR MAKE GRANTS TO INDIVIDUALS OR RELIGIOUS ORGANIZATIONS.
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

AL OTRO LADO

511 E SAN YSIDRO BLVD 333
SAN YSIDRO,CA92173
NONE 501(C)(3) TO SUPPORT HEALTH AND SAFETY PROGRAMS FOR IMMIGRANTS. 5,000

ARTSAVL (FORMERLY ASHEVILLE AREA ARTS COUNCIL)

207 COXE AVENUE
ASHEVILLE,NC28801
NONE 501(C)(3) TO SUPPORT HURRICANE HELENE RELIEF AND REBUILDING EFFORTS IN WESTERN NC. 7,500

ASHEVILLE GREENWORKS

2 SULPHUR SPRINGS RD
ASHEVILLE,NC28806
NONE 501(C)(3) TO SUPPORT HURRICANE HELENE RELIEF AND REBUILDING EFFORTS IN WESTERN NC. 10,000

ASHVILLE HUMANE SOCIETY

14 FOREVER FRIEND LANE
ASHEVILLE,NC28806
NONE 501(C)(3) TO SUPPORT HURRICANE HELENE RELIEF AND REBUILDING EFFORTS IN WESTERN NC. 5,000

BEAVER INSTITUTE

14 MOUNTAIN ROAD
SOUTHAMPTON,MA01073
NONE 501(C)(3) TO SUPPORT SCHOLARSHIPS FOR UNDER-RESOURCED ATTENDEES TO ANNUAL CONVENTION OF BEAVER SCIENTISTS AND CONSERVATIONISTS. 12,000

BIG REUSE

1 12TH STREET
BROOKLYN,NY11215
NONE 501(C)(3) TO SUPPORT MITIGATION OF CLIMATE CHANGE THROUGH COMMUNITY-BASED ENVIRONMENTAL AND ZERO WASTE INITIATIVES IN NEW YORK CITY. 10,000

BIRD TREATMENT AND LEARNING CENTER

15510 OLD SEWARD HIGHWAY
ANCHORAGE,AK99516
NONE 501(C)(3) TO SUPPORT WILD BIRD REHABILITATION, OUTREACH, AND EDUCATION CENTER IN ALASKA. 5,000

BRADDOCK BAY BIRD OBSERVATORY

PO BOX 12876
ROCHESTER,NY14612
NONE 501(C)(3) TO SUPPORT ORNITHOLOGICAL RESEARCH, EDUCATION, AND CONSERVATION IN ROCHESTER, NY AND SURROUNDING BIRD HABITATS. 10,000

BRIDGERCARE

1288 N 14TH AVE SUITE 201
BOZEMAN,MT59715
NONE 501(C)(3) TO SUPPORT NON-PROFIT REPRODUCTIVE AND SEXUAL HEALTHCARE CLINIC. 2,500

BROTHER WOLF ANIMAL RESCUE

PO BOX 8195
ASHEVILLE,NC28814
NONE 501(C)(3) TO SUPPORT HURRICANE HELENE RELIEF AND REBUILDING EFFORTS IN WESTERN NC. 5,000

CAMPAIGN AGAINST HUNGER

2010 FULTON STREET
BROOKLYN,NY11233
NONE 501(C)(3) TO SUPPORT HUNGER REDUCTION IN NEW YORK BY PROVIDING FREE MEALS TO THOSE IN NEED. 10,000

CARETTA RESEARCH PROJECT

PO BOX 9841
SAVANNAH,GA31412
NONE 501(C)(3) TO SUPPORT RESEARCH, PRESERVATION AND PUBLIC EDUCATION ABOUT LOGGERHEAD SEA TURTLES. 10,000

CATS IN NEED OF HUMAN CARE

6353 GREYSON WAY
RIVERSIDE,CA92506
NONE 501(C)(3) TO SUPPORT SOUTHERN CALIFORNIA ANIMAL RESCUE CENTER. 7,500

CATSKILL MOUNTAINKEEPER

PO BOX 50
LIVINGSTON MANOR,NY12758
NONE 501(C)(3) TO SUPPORT ENVIRONMENTAL PROTECTION IN THE CATSKILL MOUNTAINS OF NEW YORK. 5,000

CENTER FOR BIOLOGICAL DIVERSITY

PO BOX 710
TUCSON,AZ85702
NONE 501(C)(3) TO SUPPORT GENERAL OPERATIONS AND THE ENDANGERED SPECIES DEFENSE FUND. 50,000

CENTRAL SIERRA ENVIRONMENTAL RESOURCE CENTER

PO BOX 396
TWAIN HARTE,CA95383
NONE 501(C)(3) TO SUPPORT EFFORTS TO PROTECT WATER AND WILDLIFE RESOURCES IN THE CENTRAL SIERRA MOUNTAINS. 30,000

CHARITY NAVIGATOR

139 HARRISTOWN RD SUITE 101
GLEN ROCK,NJ07452
NONE 501(C)(3) TO SUPPORT CHARITABLE GIVING ADVISORY ORGANIZATION. 2,500

CHARLES N GORDON WILDLIFE REHABILITATION CENTER

6135 VOSBURG RD
EARLVILLE,NY13332
NONE 501(C)(3) TO SUPPORT RESCUE, VETERINARY AND REHABILITATION SERVICES FOR WILDLIFE IN CENTRAL NEW YORK STATE. 10,000

CHOP OUT HUNGER

2 ELIZABETH STREET
TOWANDA,PA18848
NONE 501(C)(3) TO SUPPORT INCREASED FOOD ACCESS TO FOOD INSECURE SCHOOL CHILDREN IN PENNSYLVANIA. 10,000

CLEAN OCEAN ACTION

49 AVENEL BLVD
LONG BRANCH,NJ07740
NONE 501(C)(3) TO SUPPORT SCIENCE-BASED PROTECTION AND IMPROVEMENT OF THE MARINE WATERS OF NEW YORK AND NEW JERSEYS 10,000

COALITION FOR THE HOMELESS

129 FULTON STREET
NEW YORK,NY10038
NONE 501(C)(3) TO SUPPORT MEALS, CRISIS SERVICES AND HOUSING PROGRAMS FOR NEW YORK'S HOMELESS POPULATION. 5,000

COLLECTIVE POWER FOR REPRODUCTIVE JUSTICE

89 SOUTH ST SUITE 700
BOSTON,MA02111
NONE 501(C)(3) TO SUPPORT REPRODUCTIVE REPRODUCTIVE HEALTH ACCESS. 40,000

COMMUNITY HOUSING COALITION OF MADISON COUNTY

798 WALNUT CREEK RD
MARSHALL,NC28753
NONE 501(C)(3) TO SUPPORT HURRICANE HELENE RELIEF AND REBUILDING EFFORTS IN WESTERN NC. 10,000

COUNCIL ON FOUNDATIONS

PO BOX 715674
PHILADELPHIA,PA19171
NONE 501(C)(3) TO SUPPORT COF'S GREATER GOOD CIRCLE PROVIDING RESOURCES AND ASSISTANCE FOR FOUNDATIONS. 9,000

DOCTORS WITHOUT BORDERS

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006
NONE 501(C)(3) TO SUPPORT EMERGENCY MEDICAL CARE FOR PERSONS IN NEED IN OVER 70 COUNTRIES AROUND THE WORLD. 5,000

EAGLE BLUFF ENVIRONMENTAL LEARNING CENTER

2897 GOODVIEW DRIVE
LANESBORO,MN55949
NONE 501(C)(3) TO SUPPORT OVERNIGHT ENVIRONMENTAL AND SCIENCE EDUCATION CENTER FOR KIDS IN SOUTHEASTERN MINNESOTA. 5,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE ST
MONTGOMERY,AL36104
NONE 501(C)(3) TO SUPPORT ENDING MASS INCARCERATION AND EXCESSIVE PUNISHMENT IN THE US AND BASIC HUMAN RIGHTS FOR THE MOST VULNERABLE PEOPLE IN AMERICAN SOCIETY. 7,500

EVLOVES NYC

201 ALLEN ST UNIT 10193
NEW YORK,NY10002
NONE 501(C)(3) TO SUPPORT COOKING AND DISTRIBUTION OF HOT MEALS TO FOOD INSECURE INDIVIDUALS AND FAMILIES IN NEW YORK CITY. 7,500

EXPONENT PHILANTHROPY

1720 N STREET NW
WASHINGTON,DC20036
NONE 501(C)(3) TO SUPPORT ASSOCIATION PROVIDING SUPPORTSERVICES TO SMALL FOUNDATIONS. 5,830

FEEDING FLORIDA

1493 MARKET STREET
TALLAHASSEE,FL32312
NONE 501(C)(3) TO SUPPORT HURRICANE HELENE RELIEF AND REBUILDING EFFORTS IN WESTERN NC. 5,000

FIVER CHILDREN'S FOUNDATION

519 8TH AVENUE
NEW YORK,NY10018
NONE 501(C)(3) TO SUPPORT YOUTH DEVELOPMENT, EDUCATION PROGRAMS, HEALTH AND WELLNESS, AND CAREER BUILDING SKILLS FOR NEW YORK KIDS AND FAMILIES IN NEED. 10,000

FOOD BANK FOR NEW YORK CITY

39 BROADWAY 10TH FLOOR
NEW YORK,NY10006
NONE 501(C)(3) TO SUPPORT HUNGER REDUCTION IN NEW YORK BY PROVIDING FREE MEALS TO THOSE IN NEED. 50,000

FOUNTAIN STREET CHURCH CHOICE FUND

24 FOUNTAIN STREET NE
GRAND RAPIDS,MI49503
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 5,000

FREEDOM GUIDE DOGS FOR THE BLIND

1210 HARDSCRABBLE RD
CASSVILLE,NY13318
NONE 501(C)(3) TO SUPPORT BREEDING, TRAINING AND PLACEMENT OF GUIDE DOGS WITH THE BLIND AND VISUALLY IMPAIRED AT NO COST TO THE RECIPIENT. 10,000

FRIENDS OF BELLPORT BAY

PO BOX 323
BELLPORT,NY11713
NONE 501(C)(3) TO SUPPORT EFFORTS TO IMPROVE WATER QUALITY AND MOLLUSK POPULATION IN NEW YORK'S BELLPORT BAY. 10,000

GENDER EQUITY POLICY INSTITUTE

525 S HEWITT ST
LOS ANGELES,CA90013
NONE 501(C)(3) TO SUPPORT RESEARCH AND ASSESSMENT OF FAIRNESS AND AND EQUALITY IN PUBLIC POLICY AND PRIVATE BUSINESS PRACTICES. 25,000

GEORGIA CAMPAIGN FOR ADOLESCENT POWER AND POTENTIAL

1849 THE EXCHANGE SE SUITE 200
ATLANTA,GA30339
NONE 501(C)(3) TO SUPPORT SCIENCE-BASED SEX, HEALTH AND WELLNESS EDUCATION PROGRAMS. 5,000

GRAND STAIRCASE ESCALANTE PARTNERS

PO BOX 53
KANAB,UT84741
NONE 501(C)(3) TO SUPPORT THE FUTURE OF GRAND STAIRCASE--ESCALANTE NATIONAL MONUMENT THROUGH SCIENCE, CONSERVATION, AND EDUCATION. 10,000

GREEN BRONX MACHINE

3935 BLACKSTONE AVENUE 12G
BRONX,NY10471
NONE 501(C)(3) TO SUPPORT HEALTHY, EQUITABLE, AND RESILIENT COMMUNITIES THROUGH INSPIRED EDUCATION, LOCAL FOOD SYSTEMS, AND 21ST CENTURY WORKFORCE DEVELOPMENT. 10,000

GREEN CITY FORCE

630 FLUSHING AVE MAILBOX 1
BROOKLYN,NY11206
NONE 501(C)(3) TO SUPPORT JOB TRAINING AND SERVICE CORPS FOR NEW YORK CITY HOUSING AUTHORITY YOUNG ADULTS INTERESTED IN BUILDING SUSTAINABLE COMMUNITIES THROUGH HEALTH AND ENIRONMENTAL INITIATIVES. 10,000

GROW NYC

PO BOX 2327
NEW YORK,NY10272
NONE 501(C)(3) TO SUPPORT FARMSTEAD WORKFORCE DEVELOPMENT PROGRAM IN COMPOST, GREEN SPACE, FOOD ACCESS, AGRICULTURE,AND EDUCATION SECTOR IN NYC. 32,000

HARLEM GROWN

127 WEST 127TH STREET
NEW YORK,NY10027
NONE 501(C)(3) TO SUPPORT MENTORSHIP AND HANDS-ON EDUCATION IN URBAN FARMING, SUSTAINABILITY, AND NUTRITION IN HARLEM, NYC. 10,000

HUDSON GUILD

441 WEST 26TH STREET
NEW YORK,NY10001
NONE 501(C)(3) TO SUPPORT COMMUNITY SOCIAL SERVICES FOR CHELSEA AND HELL'S KITCHEN RESIDENTS IN NEED. 10,000

HUDSON RIVER PARK FRIENDS

353 WEST ST PIER 40 2ND FLOOR
NY,NY10014
NONE 501(C)(3) TO SUPPORT MAINTENANCE OF RIVERFRONT PARK ON THE WESTSIDE OF NEW YORK CITY. 10,000

HUDSON VALLEY STREAM CONSERVANCY

53 OLD ALBANY POST RD
OSSINING,NY10562
NONE 501(C)(3) TO SUPPORT PRESERAVATION, RESTORATION, AND PROTECTION OF STREAMS IN AND AROUND THE HUDSON VALLEY OF NEW YORK. 10,000

JUPITER SYMPHONY CHAMBER PLAYERS

155 WEST 68TH ST
NEW YORK,NY10023
NONE 501(C)(3) TO SUPPORT CHAMBER MUSIC PERFORMANCE PROGRAM. 10,000

KANSAS ABORTION FUND

PO BOX 1093
LAWRENCE,KS66044
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 5,000

KHAN ACADEMY

PO BOX 1630
MOUNTAIN VIEW,CA94042
NONE 501(C)(3) TO SUPPORT ONLINE EDUCATIONAL PLATFORM. 3,000

LOGGERHEAD MARINELIFE CENTER

14200 US HIGHWAY 1
JUNO BEACH,FL33408
NONE 501(C)(3) TO SUPPORT RESEARCH, PRESERVATION AND PUBLIC EDUCATION ABOUT LOGGERHEAD SEA TURTLES. 5,000

MANNA FOODBANK

99 BROADPOINTE DRIVE
MILLS RIVER,NC28759
NONE 501(C)(3) TO SUPPORT HURRICANE HELENE RELIEF AND REBUILDING EFFORTS IN WESTERN NC. 10,000

MARINE MAMMAL CARE CENTER LOS ANGELES

3601 S GAFFEY STREET 8
SAN PEDRO,CA90731
NONE 501(C)(3) TO SUPPORT CONSERVATION THROUGH MARINE MAMMAL REHABILITATION, EDUCATION, AND RESEARCH. 10,000

MARINE MAMMAL STRANDING CENTER

3625 ATLANTIC BRIGANTINE BLVD
BRIGANTINE,NJ08203
NONE 501(C)(3) TO SUPPORT SOUTHERN CALIFORIA OCEAN CONSERVATION THROUGH MARINE MAMMAL RESCUE AND REHABILITATION, EDUCATION, AND RESEARCH. 10,000

MIDWEST ACCESS COALITION

PO BOX 408363
CHICAGO,IL60640
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 30,000

MONTANA ABORTION ACCESS PROGRAM

PO BOX 11757
BOZEMAN,MT59719
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 2,500

NATIONAL ABORTION FEDERATION

PO BOX 100
ANNAPOLIS JUNCTION,MD20701
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 50,000

NATIONAL INSTITUTE FOR REPRODUCTIVE HEALTH

14 WALL STREET SUITE 3-B
NEW YORK,NY10005
NONE 501(C)(3) TO SUPPORT REPRODUCTIVE HEALTH ANDABORTION RIGHTS. 20,000

NEIGHBORS TOGETHER

2094 FULTON ST
BROOKLYN,NY11233
NONE 501(C)(3) TO SUPPORT MEALS AND COMMUNITY SERVICES FOR RESIDENTS OF BROWNSVILLE AND EAST NEW YORK, BROOKLYN, NY. 10,000

NEW ENGLAND WILDLIFE CENTERS

500 COLUMBIAN STREET
SOUTH WEYMOUTH,MA02190
NONE 501(C)(3) TO SUPPORT SCIENCE AND NATURE EDUCATION AND REHABILITATION OF NEW ENGLAND WILDLIFE. 40,000

NEW MEXICO WILDLIFE CENTER

19 WHEAT STREET
ESPANOLA,NM87532
NONE 501(C)(3) TO SUPPORT WILDLIFE HOSPITAL TREATING INJURED, SICK AND ORPHANED WILDLIFE FROM ACROSS NEW MEXICO. 5,000

NEW YORK BOTANICAL GARDEN

2900 SOUTHERN BOULEVARD
BRONX,NY10458
NONE 501(C)(3) TO SUPPORT PLANT RESEARCH AND CONSERVATION, EXHIBITIONS AND EDUCATIONAL PROGRAMS. 10,000

NEW YORK PUBLIC RADIO

160 VARICK ST
NEW YORK,NY10013
NONE 501(C)(3) TO SUPPORT PUBLIC NON-PROFIT RADIO STATIONS IN NEW YORK AND NEW JERSEY. 10,000

NEW YORK RESTORATION PROJECT

254 WEST 31ST STREET 14TH FLOOR
NEW YORK,NY10001
NONE 501(C)(3) TO SUPPORT RENOVATING GARDENS, RESTORING PARKS, PLANINGT TREES, PROMOTING URBAN AGRICULTURE, AND BUILDING PARTNERSHIPS THAT TRANSFORM THE CITYS LANDSCAPE 10,000

OKLAHOMA RELIGIOUS COALITION FOR REPRODUCTIVE CHOICE

PO BOX 35194
TULSA,OK74153
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 2,000

OPERATION SPLASH

202 WOODCLEFT AVENUE
FREEPORT,NY11520
NONE 501(C)(3) TO SUPPORT MARINE DEBRIS CLEAN-UPS, ADVOCACY EFFORTS, AND STEM-BASED EDUCATION PROGRAMS ON LONG ISLAND'S SOUTH SHORE. 2,500

OSCARS PLACE

PO BOX 629
HOPLAND,CA95449
NONE 501(C)(3) TO SUPPORT THE CARE, FEEDING AND ADOPTION PLACEMENT FOR NEGLECTED, ABANDONED AND ABUSED DONKEYS. 10,000

PALMETTO STATE ABORTION FUND

701 GERVAIS ST STE 150 409
COLUMBIA,SC29201
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 5,000

PLACER NATURE CENTER

3700 CHRISTIAN VALLEY RD
AUBURN,CA60295
NONE 501(C)(3) TO SUPPORT COMMUNITY-BASED, VOLUNTEER SUPPORTED ENVIRONMENTAL EDUCATION PROGRAMS FOR CHILDREN, FAMILIES, SCHOOLS, AND COMMUNITY GROUPS IN THE SIERRA FOOTHILLS. 5,000

POPULATION BALANCE

PO BOX 14175
SAINT PAUL,MN55114
NONE 501(C)(3) TO SUPPORT CHANGE TOWARD SUBSTANTIALLY DOWNSCALING HUMAN IMPACT TO ENABLE NATURAL ECOSYSTEMS, NONHUMAN ANIMALS, AND HUMANITY TO FLOURISH TOGETHER. 10,000

PREGNANCY JUSTICE

575 8TH AVENUE SUITE 700
NEW YORK,NY10018
NONE 501(C)(3) TO SUPPORT LEGAL RIGHTS OF PREGNANT WOMEN IN THE UNITED STATES. 30,000

PROJECT JUST BECAUSE

77 SOUTH STREET
HOPKINTON,MA01748
NONE 501(C)(3) TO SUPPORT THE PROVIDING OF FOOD, SCHOOL SUPPLIES AND WARM CLOTHING TO BOSTON-AREA FAMILIES IN NEED. 20,000

PROVIDE

PO BOX 8265
ROUND ROCK,TX78683
NONE 501(C)(3) TO SUPPORT TRAINING PROGRAMS FOR HEALTHCARE AND SOCIAL SERVICE WORKERS. 25,000

READ 718

420 ATLANTIC AVENUE
BROOKLYN,NY11217
NONE 501(C)(3) TO SUPPORT LITERACY IMPROVEMENT AND MENTORSHIP FOR LOW-INCOME CHILDREN IN BROOKLYN. 15,000

RED HOOK INITIATIVE

767 HICKS STREET
BROOKLYN,NY11231
NONE 501(C)(3) TO SUPPORT YOUTH DEVELOPMENT, EDUCATION PROGRAMS, COMMUNITY BUILDING AND COMMUNITY HIRING IN NEW YORK'S CITY'S RED HOOK COMMUNITY. 5,000

REPRODUCTIVE HEALTH ACCESS PROJECT

PO BOX 21191
NEW YORK,NY10025
NONE 501(C)(3) TO SUPPORT EQUITABLE ACCESS TO REPRODUCTIVE HEALTHCARE. 40,000

REWIRE NEWS GROUP

1765 GREENSBORO STATION PLACE
MCLEAN,VA22102
NONE 501(C)(3) TO SUPPORT REPORTING ON REPRODUCTIVE AND SEXUAL HEALTH, RIGHTS, AND JUSTICE. 40,000

RIVER OTTER ECOLOGY PROJECT

PO BOX 103
FOREST KNOLLS,CA94933
NONE 501(C)(3) TO SUPPORT PROTECTIONS FOR RIVER OTTERS IN CALIFORNIA WATERWAYS USING COMMUNITY SCIENCE, RESEARCH, EDUCATION, AND ADVOCACY. 10,000

RIVERKEEPER INC

20 SECOR ROAD
OSSINING,NY10562
NONE 501(C)(3) TO SUPPORT THE PROTECTION, IMPROVEMENT AND PRESERVATION OF THE HUDSON RIVER. 15,000

SECOND CHANCE WILDLIFE CENTER

7101 BARCELLONA DRIVE
GAITHERSBURG,MD20879
NONE 501(C)(3) TO SUPPORT MEDICAL CARE AND HUSBANDRY TO INJURED, ILL, AND ORPHANED NATIVE WILD ANIMALS WITH THE GOAL OF RELEASING THEM TO THE WILD. 5,000

SHAKE-A-LEG MIAMI

2620 S BAYSHORE DR
MIAMI,FL33133
NONE 501(C)(3) TO SUPPORT MARINE PROGRAMS FOR DISABLED CHILDREN AND ADULTS. 10,000

SHOES THAT FIT

150 W1ST ST 170
CLAREMONT,CA91711
NONE 501(C)(3) TO SUPPORT PROGRAM PROVIDING CHILDREN IN NEED SHOES TO ATTEND SCHOOL WITH DIGNITY AND JOY, PREPARED TO LEARN, PLAY, AND THRIVE. 7,500

SILVER STATE HOPE FUND

7260 W AZURE DR STE 140870
LAS VEGAS,NV89130
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 5,000

STATES NEWSROOM

50 F ST NW STE 460
WASHINGTON,DC20001
NONE 501(C)(3) TO SUPPORT BALANCED, NON-PARTISAN NEWS GATHERING AND REPORTING IN ALL FIFTY STATE CAPITALS. 5,000

STEM TEACHERS NYC

245 WEST 107TH STREET SUITE 10B
NEW YORK,NY10025
NONE 501(C)(3) TO SUPPORT EXCELLENCE IN STEM TEACHING INCRESE SUCCESS FOR STUDENTS THROUGH INNOVATIVE, TEACHER-LED PROFESSIONAL DEVELOPMENT IN NYC SCHOOLS. 10,000

STREET LAB

280 NEVINS ST
BROOKLYN,NY11217
NONE 501(C)(3) TO SUPPORT COMMUNITY PROGRAMMING AND INFRASTRUCTURE BUILDING IN NEW YORK CITY'S PUBLIC SPACES. 10,000

TEENS FOR FOOD JUSTICE

33 W 60TH STREET SUITE 1211
NEW YORK,NY10023
NONE 501(C)(3) TO SUPPORT A FOOD-SECURE FUTURE THROUGH SCHOOL-BASED, YOUTH-LED HYDROPONIC FARMING, PROVIDING LOCAL, SUSTAINABLY-GROWN PRODUCE TO FOOD DESERT COMMUNITIES IN NEW YORK CITY. 10,000

THE FRIENDS OF GOVERNOR'S ISLAND

10 SOUTH STREET SLIP 7
NEW YORK,NY10004
NONE 501(C)(3) TO SUPPORT CREATION OF MILKWEED WILDFLOWER MEADOW ON GOVERNOR'S ISLAND IN NYC. 20,000

TREES NEW YORK

100 GOLD STREET 3100
NEW YORK,NY10038
NONE 501(C)(3) TO SUPPORT THE PLANTING, PRESERVATION, AND PROTECTION OF NEW YORK CITYS URBAN FOREST THROUGH EDUCATION AND COMMUNITY PARTICIPATION. 5,000

URBAN OUTREACH CENTER OF NYC

1745 1ST AVENUE
NEW YORK,NY10128
NONE 501(C)(3) TO SUPPORT MEAL AND SOCIAL SERVICES FOR NEW YORKERS IN NEED. 10,000

VITAL GROUND FOUNDATION

30 FORT MISSOULA ROAD
MISSOULA,MN59804
NONE 501(C)(3) TO SUPPORT PROTECTION AND RESTORATION OF NORTH AMERICA'S GRIZZLY BEAR POPULATIONS 5,000

VOTERIDERS

171 PIER AVE 313
SANTA MONICA,CA90405
NONE 501(C)(3) TO SUPPORT EDUCATION IN NON-PARTISAN, NON-CANDIDATE-SPECIFIC VOTER ID REQUIREMENTS FOR ALL ELIGIBLE VOTERS, REGARDLESS OF POLITCAL PARTY AFFILIATION. 25,000

WHITE BIRD APPALOOSA HORSE RESCUE

1688 BURKES TAVERN RD
BURKEVILLE,VA23922
NONE 501(C)(3) TO SUPPORT RESCUE AND REHABILITATION OFABUSED, NEGLECTED AND AT-RISK HORSES. 7,500

WHOLE WOMAN'S HEALTH ALLIANCE

1001 EAST MARKET STREET SUITE 200
CHARLOTTESVILLE,VA22902
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 50,000

WILD BIRD FUND

565 COLUMBUS AVENUE
NEW YORK,NY10024
NONE 501(C)(3) TO SUPPORT CENTER PROVIDING EMERGENCY CARE FOR WILD BIRDS AND ANIMALS IN NEW YORK CITY. 5,170

WILD EARTH ALLIES

2 WISCONSIN CIRCLE SUITE 900
CHEVY CHASE,MD20815
NONE 501(C)(3) TO SUPPORT ELEPHANT CONSERVATION PROGRAMS IN CAMBODIA. 50,000

WILD EARTH GUARDIANS

301 N GUADALOUPE ST 201
SANTA FE,NM87501
NONE 501(C)(3) TO SUPPORT PROTECTION AND RESTORATION OF WILDLIFE AND ENVIRONMENT OF AMERICAN WEST. 40,000

WILD SOULS WILDLIFE RESCUE AND REHAB

204 SW 11TH STREET SUITE A
BLUE SPRINGS,MO64015
NONE 501(C)(3) TO SUPPORT WILDLIFE HOSPITAL TREATING INJURED, SICK AND ORPHANED WILDLIFE IN MISSOURI. 5,000

WILDLIFE ALLIANCE

1441 BROADWAY 5TH FLOOR
NEW YORK,NY10018
NONE 501(C)(3) TO SUPPORT THE CARE FOR RESCUED WILDLIFE PROGRAM IN CAMBODIA. 15,000

WORKING DOGS FOR CONSERVATION

PO BOX 280
BOZEMAN,MN59771
NONE 501(C)(3) TO SUPPORT TRAINING PROGRAMS FOR DOGS IN INVASIVE SPECIES DETECTION, ANTI-POACHING AND ENDANGERED SPECIES TRACKING. 7,500

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001
NONE 501(C)(3) TO SUPPORT PROVISION OF HOT MEALS TO DISASTER VICTIMS. 5,000
Total .................................right arrow 3a 1,321,500
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 ...........
    14 342,839  
4 Dividends and interest from securities ....     14 368,345  
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 1,442,936  
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 2,154,120 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,154,120
(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:
ANDERSON-ROGERS FOUNDATION INC
EIN:
22-3052390
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 14,315 14,315   0

TY 2024 InvestmentsCorpStockSchedule
Name:
ANDERSON-ROGERS FOUNDATION INC
EIN:
22-3052390
Name of Stock End of Year Book Value End of Year Fair Market Value
MONGAN STANLEY NOMINEE 38,906,575 38,906,575

TY 2024 OtherExpensesSchedule
Name:
ANDERSON-ROGERS FOUNDATION INC
EIN:
22-3052390
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 54,650 0   0
OFFICE SUPPLIES 2,266 0   0
DUES 3,498 0   0
MORGAN STANLEY INVESTMENT EXPENSES 170,964 170,964   0
PAYROLL PROCESSING 2,132 0   0
MEALS AND ENTERTAINMENT 89 0   0


TY 2024 OtherIncreasesSchedule
Name:
ANDERSON-ROGERS FOUNDATION INC
EIN:
22-3052390
Description Amount
FAIR MARKET VALUE ADJUSTMENTS 20,505,449


TY 2024 TaxesSchedule
Name:
ANDERSON-ROGERS FOUNDATION INC
EIN:
22-3052390
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 10,361 0   0
FEDERAL TAXES PAID FOR 990-PF 77,949 0   0
NYS FILING FEES 750 0   0
FOREIGN TAXES WITHHELD FROM INVESTMENTS 2,339 2,339   0