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 05-01-2024 , and ending 04-30-2025
Name of foundation
THE GILDEA FAMILY FOUNDATION CO JAMES A
 
Number and street (or P.O. box number if mail is not delivered to street address)36 HUBBARD ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WESTON, MA02493
A Employer identification number

80-0660362
B Telephone number (see instructions)

(781) 431-1765
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$3,870,313J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 131,925 131,925  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 148,791
b Gross sales price for all assets on line 6a 2,003,385
7 Capital gain net income (from Part IV, line 2)... 148,791
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........ 280,716 280,716  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,500 4,875   1,625
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
16,370 16,370   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
338 211   127
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,208 21,456   1,752
25 Contributions, gifts, grants paid....... 202,565 202,565
26 Total expenses and disbursements. Add lines 24 and 25 225,773 21,456   204,317
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 54,943
b Net investment income (if negative, enter -0-) 259,260
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............. 13,885 45,540 45,540
2 Savings and temporary cash investments.........      
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)....... 1,755,282 Click to see attachment
List of Attached Documents:
// Content
1,874,944 		2,386,880
c Investments—corporate bonds (attach schedule)....... 992,250 Click to see attachment
List of Attached Documents:
// Content
931,382 		812,375
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).......... 595,794 Click to see attachment
List of Attached Documents:
// Content
560,288 		625,518
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,357,211 3,412,154 3,870,313
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,357,211 3,412,154
29 Total net assets or fund balances (see instructions)..... 3,357,211 3,412,154
30 Total liabilities and net assets/fund balances (see instructions). 3,357,211 3,412,154
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
3,357,211
2
Enter amount from Part I, line 27a .....................
2
54,943
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,412,154
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
3,412,154
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 GOLDMAN SACHS LT TOTAL P    
b GOLDMAN SACHS ST TOTAL P    
c
d
e
(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 1,500,083   1,423,928 76,155
b 503,302   430,666 72,636
c
d
e
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       76,155
b       72,636
c
d
e
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 2 148,791
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 3,604
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 3,604
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 3,604
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,440
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 1,440
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 2,164
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
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMA
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 arrowN/A
14
The books are in care ofright arrowCAROL GILDEA Telephone no.right arrow (781) 431-1765

Located atright arrow36 HUBBARD ROADWESTONMA ZIP+4right arrow02493
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JAMES F GILDEA TRUSTEE
1.00 		0 0 0
36 HUBBARD ROAD
WESTON,MA02493
CAROL GILDEA TRUSTEE
1.00 		0 0 0
36 HUBBARD ROAD
WESTON,MA02493
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
3,933,356
b
Average of monthly cash balances.......................
1b
37,335
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,970,691
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
3,970,691
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
59,560
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,911,131
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
195,557
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
195,557
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,604
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,604
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
191,953
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
191,953
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
191,953
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
204,317
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
204,317
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 7 191,953
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 144,378
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 204,317
a Applied to 2023, but not more than line 2a 144,378
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..... 59,939
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		132,014
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

47 PALMER INC

26 CHURCH STREET SUITE 300
CAMBRIDGE,MA02138 		N/A PUBLIC FUNDING FOR MUSICAL EXPERIENCES 25

A HANDS UP GROUP

14 MONTEREY DRIVE
CHERRY VALLEY,MA01611 		N/A PUBLIC SUPPORT FOR THE NEEDY 5,000

ALZEIMERS ASSOCIATION

320 NEVADA STREET 201
NEWTON,MA02460 		N/A PUBLIC ALZEIMERS RESEARCH 1,000

BREAD OF LIFE

54 EASTERN AVE
MALDEN,MA02148 		N/A PUBLIC SUPPORT FOR FREE FOOD FOR COMMUNITIES NORTH OF BOSTON 500

CLAY SOPER MEMORIAL FUND

233 MAIN STREET
WINCHESTER,MA01890 		N/A PUBLIC EDUCATE AND SUPPORT POSITIVE SOCIAL YOUTH DEVELOPMENT WITH PRODUCTION OF DOCUMENTARY 500

DANA FARBER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA02215 		N/A PUBLIC CANCER TREATMENT AND RESEARCH 21,000

EQUINE ASSISTED ACTIVITIES GRP

12 ROBIN ROAD
WESTON,MA02493 		N/A PUBLIC PROMOTING EQUINE ASSISTED ACTIVITIES, LEARNING, AND THERAPEUTIC RIDING 1,000

FCOA

68 ELM STREET
AMESBURY,MA01913 		N/A PUBLIC SUPPORT FUNDING FOR ELDER PROGRAMS 2,500

FRIENDS OF THE WESTON PUBLIC LIBRARY

87 SCHOOL STREET
WESTON,MA02493 		N/A PUBLIC SUPPLEMENT EDUCATIONAL, CULTURAL, AND LITERARY PROGRAMGS PROVIDED BY THE LIBRARY 1,000

FRIENDS OF WESTON COUNCIL

PO BOX 672
WESTON,MA02493 		N/A PUBLIC FINANCIAL ASSISTANCE TO WESTON COUNCIL 500

GREATER BOSTON FOOD BANK

70 S BAY AVE
BOSTON,MA02118 		N/A PUBLIC END HUNGER IN EASTERN MASSACHUSETTS 10,000

GUIDE DOGS FOR THE BLIND

350 LOS RANCHITOS RD
SAN RAFAEL,CA94903 		N/A PUBLIC SUPPORT FOR TRAINING DOGS TO SERVE VISUALLY IMPAIRED 275

HABITAT FOR HUMANITY

434 MASSACHUSETTS AVE SUITE 201
BOSTON,MA02118 		N/A PUBLIC ENDING HOMELESSNESS 500

KYLE CARES

4 E SPRING STREET
NORTH ATTLEBORO,MA02760 		N/A PUBLIC MENTAL HEALTH EDUCATION 2,500

LANDSAKE FARM

90 WELLESLEY STREET
WESTON,MA02493 		N/A PUBLIC COMMUNITY FARMING AND FOOD 500

LIONHEART FOUNDATION

PO BOX 170115
BOSTON,MA02117 		N/A PUBLIC WORK WITH TRAUMA AND SOCIAL EMOTIONAL LEARNING 20,000

LOVELANE

40 BAKER BRIDGE ROAD
LINCOLN,MA01773 		N/A PUBLIC THERAPEATIC HORSEBACK RIDING FOR CHILDREN WITH SPECIAL NEEDS 1,500

MCLEAN HOSPITAL

115 MILL STREET
BELMONT,MA02478 		N/A PUBLIC PSYCHIATRIC TREATMENT PROGRAMS 30,000

MEALS ON WHEELS

555 AMORY STREET
JAMAICA PLAIN,MA02130 		N/A PUBLIC DELIVERING HEALTHY MEALS 500

METROWEST WOMENS FUND

PO BOX 192
WESTON,MA02493 		N/A PUBLIC INVESTMENT IN WOMEN AND GIRLS IN METROWEST AREA THROUGH COMMUNITY BUILDING AND EDUCATION 500

MHSA

7 BULFINCH PLACE SUITE 201
BOSTON,MA02114 		N/A PUBLIC ENDING HOMELESSNESS IN MASSACHUSETTS 275

NEWTON WELLESLEY HOSPITAL

2014 WASHINGTON STREET
NEWTON,MA02462 		N/A PUBLIC FUNDING FOR CARE AND SERVICES FOR THOSE UNDER-REIMBURSED BY INSURANCE 25,000

OUR FATHERS TABLE

40 BOUTELLE STREET
FITCHBURG,MA01420 		N/A PUBLIC PROVIDING FOOD SECURITY FOR FITCHBURG 3,000

PAN MASS CHALLENGE

77 4TH AVENUE
NEEDHAM,MA02494 		N/A PUBLIC CANCER RESEARCH 3,500

PERKINS SCHOOL FOR THE BLIND

175 N BEACON STREET
WATERTOWN,MA02472 		N/A PUBLIC EDUCATION OPPORTUNITIES FOR THE BLIND 3,000

PINE STREET INN

444 HARRISON AVE
BOSTON,MA02118 		N/A PUBLIC HOUSING, SHELTER, & HOMELESSNESS OUTREACH 10,000

PROJECT BREAD WALK FOR HUNGER

145 BORDER ST
BOSTON,MA02128 		N/A PUBLIC PROVIDING FOOD SECURITY 1,000

PROJECT PURPLE

115 MAIN STREET STE 1
SEYMOUR,CT06483 		N/A PUBLIC RAISE AWARENESS TOWARDS CURE FOR PANCREATIC CANCER 1,000

SPAULDING REHABILITATION

300 FIRST AVENUE
BOSTON,MA02129 		N/A PUBLIC SUPPORT FOR CARE FOR PERSONS RECOVERING FROM OR LEARNING TO LIVE WITH ILLNESS, INJURY, AND DISABILITY 20,000

ST FRANCIS HOUSE

39 BOYLSTON STREET
BOSTON,MA02116 		N/A PUBLIC FUNDS FOR ADULTS EXPERIENCING HOMELESSNESS AND POVERTY 2,500

ST JUDE CHILDRENS HOSPITAL

313 WASHINGTON STREET SUITE 310
NEWTON,MA02458 		N/A PUBLIC CANCER RESEARCH AND ASSISTANCE FOR CHILDREN WITH CANCER 1,000

ST VINCENT DE PAUL LINCOLN & WESTON

142 LINCOLN ROAD
LINCOLN,MA01773 		N/A PUBLIC SUPPORT FOR THOSE WHO REQUIRE FOOD OR EMERGENCY ASSISTANCE 1,500

TEACH FOR AMERICA

3RD 4TH AND 5TH FLOOR 60 CANAL ST
BOSTON,MA02114 		N/A PUBLIC STRENGTHEN MOVEMENT FOR EDUCATIONAL EQUITY AND EXCELLENCE 15,000

THE CHILDRENS ROOM

1210 MASSACHUSETTS AVE
ARLINGTON,MA02476 		N/A PUBLIC SUPPORT SERVICES FOR CHILDREN AND FAMILIES 10,000

THE HOME FOR LITTLE WANDERERS

72 E DEDHAM STREET
BOSTON,MA02118 		N/A PUBLIC ADVOCATION FOR VULNERABLE CHILDREN 500

THE HUMAN RELATIONS SERVICE

11 CHAPEL PL
WELLESLEY HILLS,MA02481 		N/A PUBLIC SUPPORT FOR OUTPATIENT MENTAL HEALTH SERVICES 500

THE PARMENTER FOUNDATION

260 BOSTON POST RD STE 5
WAYLAND,MA01778 		N/A PUBLIC BEREAVEMENT ASSISTANCE 500

TOUCHSTONE FARM

233 OLD TEMPLE RD
LYNDEBOROUGH,NH03082 		N/A PUBLIC EDUCATION THROUGH EQUINE ORIENTED WORKSHOPS 1,000

WEST DENNIS LIBRARY

260 MAIN STREET
WEST DENNIS,MA02670 		N/A PUBLIC SUPPORTING LIBRARY FOR MATERIALS, SERVICES, AND EDUCATIONAL PROGRAMS 1,215

WESTON COMMUNITY LEAGUE

PO BOX 125
WESTON,MA02493 		N/A PUBLIC PROVIDING SOCIAL PHILANTRHOPIC AND EDUCATIONAL BENEFITS TO THE WESTON COMMUNITY 500

WESTON FOREST & TRAILS

PO BOX 665
WESTON,MA02493 		N/A PUBLIC FINANCIAL ASSISTANCE TO MAINTAIN PUBLIC HIKING TRAILS AND LAND FOR CONSERVATION AND EDUCATION 500

WESTON OBSERVER

PO BOX 428
WESTON,MA02493 		N/A PUBLIC SUPPORT OF INDEPENDENT LOCAL JOURNALISM 275

WVBBTS

PO BOX 277
WATERVILLE VALLEY,NH03215 		N/A PUBLIC EDUCATION AND SNOWSPORTS TRAINING AND SUPPLIES 1,000

YOUTH COUNSELING CONNECTION

7 HARRINGTON ROAD
LEXINGTON,MA02421 		N/A PUBLIC COUSELING TOWARDS IMPROVING EMOTIONAL WELLNESS IN THE COMMUNITY 500
Total .................................right arrow 3a 202,565
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 ........... 		         
4 Dividends and interest from securities ....     14 131,925  
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 ............ 		    18 148,791  
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) .. 0 280,716 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
280,716
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE GILDEA FAMILY FOUNDATION CO JAMES A
EIN:
80-0660362
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 6,500 4,875   1,625

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE GILDEA FAMILY FOUNDATION CO JAMES A
EIN:
80-0660362
Name of Bond End of Year Book Value End of Year Fair Market Value
BLACKROCK ADVANTAGE COREALPHA BOND FUND CLASS I 931,382 812,375

TY 2024 InvestmentsCorpStockSchedule
Name:
THE GILDEA FAMILY FOUNDATION CO JAMES A
EIN:
80-0660362
Name of Stock End of Year Book Value End of Year Fair Market Value
3M COMPANY CMN 1,966 2,084
ABBOTT LABORATORIES CMN 9,821 11,827
ABBVIE INC CMN 14,542 16,370
ACCENTURE PLC CMN CLASS A 5,900 6,005
ADOBE INC CMN 3,423 2,625
ADVANCED MICRO DEVICES, INC. CMN 5,757 4,673
AFLAC INCORPORATED CMN 2,147 2,174
AGILENT TECHNOLOGIES, INC. CMN 1,221 1,076
AIR PRODUCTS & CHEMICALS INC CMN 0 18
AIRBNB, INC. CMN CLASS A 668 610
ALLSTATE CORPORATION COMMON STOCK 2,914 2,976
ALPHABET INC. CMN CLASS A 36,491 73,366
ALTRIA GROUP, INC. CMN 8,111 8,873
AMAZON.COM INC CMN 37,842 71,924
AMCOR PLC CMN 7,320 6,946
AMERICAN ELECTRIC POWER INC CMN 5,534 6,500
AMERICAN EXPRESS CO. CMN 7,229 8,021
AMERICAN INTL GROUP, INC. CMN 1,619 1,630
AMERICAN TOWER CORPORATION CMN 4,147 4,508
AMGEN INC. CMN 9,021 8,728
AMPHENOL CORP CL-A (NEW) CMN CLASS A 1,998 2,309
ANALOG DEVICES, INC. CMN 6,183 5,848
APPLE INC. CMN 51,229 130,475
APPLIED MATERIALS INC CMN 4,068 3,768
ARCH CAPITAL GROUP LTD. CMN 16,701 16,322
ARES MANAGEMENT CORPORATION CMN CLASS A 1,334 3,051
ARISTA NETWORKS, INC. CMN 3,836 4,114
AT&T INC. CMN 7,134 8,711
AUTOMATIC DATA PROCESSING INC CMN 9,912 10,521
BAKER HUGHES CO CMN 1,087 885
BANK OF AMERICA CORP CMN 9,050 8,973
BAXTER INTERNATIONAL INC. CMN 974 1,091
BECTON, DICKINSON AND COMPANY CMN 4,153 4,142
BERKSHIRE HATHAWAY INC. CLASS B 21,037 29,329
BEST BUY CO INC CMN 3,158 2,001
BIO-TECHNE CORPORATION CMN 1,136 755
BLACKROCK FUNDING, INC. CMN 4,755 4,571
BOEING COMPANY CMN 5,174 5,497
BOOKING HOLDINGS INC. CMN 7,159 10,199
BOSTON SCIENTIFIC CORP. COMMON STOCK 1,932 2,057
BRISTOL-MYERS SQUIBB COMPANY CMN 3,927 3,099
BROADCOM INC. CMN 16,263 39,456
BROADRIDGE FINANCIAL SOLUTIONS IN CMN 2,223 2,424
CADENCE DESIGN SYSTEMS INC CMN 1,527 1,489
CAPITAL ONE FINANCIAL CORP CMN 2,492 2,704
CARDINAL HEALTH, INC. CMN 1,313 1,413
CARRIER GLOBAL CORPORATION CMN 2,645 2,502
CATERPILLAR INC (DELAWARE) CMN 7,038 6,214
CHARLES SCHWAB CORPORATION CMN 3,383 3,663
CHEVRON CORPORATION CMN 19,637 17,280
CHIPOTLE MEXICAN GRILL, INC. CMN 1,697 2,021
CIGNA GROUP/THE CMN 4,851 5,101
CINCINNATI FINANCIAL CRP CMN 1,461 1,392
CINTAS CORPORATION CMN 2,786 3,175
CISCO SYSTEMS, INC. CMN 11,065 10,680
CITIGROUP INC. CMN 5,711 6,154
CLOROX CO (THE) (DELAWARE) CMN 4,466 4,306
CME GROUP INC. CMN CLASS A 5,117 5,542
CNA FINCL.CORP. CMN 223 241
COCA-COLA COMPANY (THE) CMN 11,465 11,971
COMCAST CORPORATION CMN CLASS A VOTING 5,447 4,446
CONAGRA BRANDS INC CMN 11,702 10,400
CONOCOPHILLIPS CMN 2,275 1,782
CONSTELLATION ENERGY CORP CMN 2,952 2,234
COPART, INC. CMN 892 915
CORNING INCORPORATED CMN 5,099 5,548
COSTCO WHOLESALE CORPORATION CMN 10,109 12,929
CROWDSTRIKE HOLDINGS, INC. CMN 3,216 6,433
CROWN CASTLE INTL CORP CMN 1,047 1,058
CUMMINS INC COMMON STOCK 4,516 4,408
CVS HEALTH CORP CMN 7,558 7,681
DANAHER CORPORATION CMN 6,883 5,980
DARDEN RESTAURANTS, INC. CMN 3,585 4,041
DATADOG, INC. CMN CLASS A 550 511
DELL TECHNOLOGIES INC. CMN 4,572 3,691
DEXCOM, INC. CMN 1,028 714
DICKS SPORTING GOODS INC CMN 736 939
DIGITAL REALTY TRUST, INC. CMN 2,255 2,408
DISCOVER FINANCIAL SERVICES CMN 2,136 2,740
DOMINION ENERGY INC CMN 10,961 10,876
DOORDASH INC CMN CLASS A 2,784 2,893
DOW INC CMN 20,803 13,460
DUKE ENERGY CORPORATION CMN 8,276 8,541
EATON CORP PLC CMN 4,998 7,359
ELEVANCE HEALTH INC CMN 2,526 2,103
ELI LILLY & CO CMN 8,847 26,969
EMERSON ELECTRIC CO. CMN 3,154 3,153
EQUINIX, INC. REIT 3,685 4,304
EQUITABLE HOLDINGS INC CMN 145 247
EVERSOURCE ENERGY CMN 5,226 5,353
EXELON CORPORATION CMN 1,861 1,876
EXTRA SPACE STORAGE INC. CMN 2,514 2,198
EXXON MOBIL CORPORATION CMN 25,231 24,506
FAIR ISAAC INC CMN 3,326 3,979
FASTENAL COMPANY CMN 5,673 6,513
FEDEX CORPORATION CMN 2,198 2,103
FIDELITY NATL INFO SVCS INC CMN 732 1,183
FIRSTENERGY CORP. CMN 4,380 4,288
FISERV, INC. CMN 2,007 1,846
FORTINET, INC. CMN 1,904 2,075
FRANKLIN RESOURCES INC CMN 6,970 4,971
GE AEROSPACE CMN 6,189 9,069
GE HEALTHCARE TECHNOLOGIES INC. CMN 922 1,055
GE VERNOVA LLC CMN 2,361 3,711
GEN DIGITAL INC CMN 1,086 1,035
GENERAL DYNAMICS CORP. CMN 0 15
GENERAL MILLS INC CMN 0 18
GENUINE PARTS CO. CMN 4,046 3,527
GILEAD SCIENCES CMN 7,343 8,523
GOLDMAN SACHS BANK USA DEPOSIT (BDA) 2,081 2,081
HASBRO, INC. CMN 3,430 3,714
HEWLETT PACKARD ENTERPRISE CO CMN 280 243
HONEYWELL INTL INC CMN 4,264 4,210
HORMEL FOODS CORPORATION CMN 0 30
HOST HOTELS & RESORTS INC CMN 281 212
HOWMET AEROSPACE INC. CMN 1,280 1,386
HP INC. CMN 5,669 5,242
HUBBELL INCORPORATED CMN 3,598 3,632
INSULET CORPORATION CMN 1,317 1,261
INTEL CORPORATION CMN 3,535 2,211
INTERNATIONAL PAPER CO. CMN 5,681 5,482
INTERPUBLIC GROUP COS CMN 8,101 7,159
INTL BUSINESS MACHINES CORP CMN 13,406 16,927
INTUIT INC CMN 8,443 9,412
INTUITIVE SURGICAL, INC. CMN 6,321 8,253
INVESCO LTD. CMN 8,447 6,965
IRON MOUNTAIN INCORPORATED CMN 2,471 3,138
ISHARES MSCI EAFE ETF 228,662 288,065
ISHARES RUSSELL 2000 ETF 124,952 108,732
J. M. SMUCKER COMPANY (THE) CMN 1,112 1,163
JANUS HENDERSON GROUP PLC CMN 1,830 2,325
JOHNSON & JOHNSON CMN 22,560 22,509
JOHNSON CONTROLS INTERNATIONAL CMN 1,620 1,678
JPMORGAN CHASE & CO CMN 15,963 25,685
KENVUE INC. CMN 4,932 5,145
KEYCORP CMN 11,469 11,427
KIMBERLY-CLARK CORPORATION CMN 699 659
KINDER MORGAN INC CMN CLASS P 6,988 10,371
KLA CORP CMN 3,240 3,513
KROGER COMPANY CMN 563 722
LAM RESEARCH CORPORATION CMN 4,453 4,659
LENNAR CORPORATION CMN CLASS A 2,360 2,182
LINDE PLC CMN 2,240 2,266
LOCKHEED MARTIN CORPORATION CMN 5,227 4,778
LOWES COMPANIES INC CMN 5,219 4,494
LYONDELLBASELL INDUSTRIES N.V. CMN CLASS A 20,039 13,679
MARSH & MCLENNAN CO INC CMN 2,323 2,275
MASTERCARD INCORPORATED CMN CLASS A 10,194 13,172
MC DONALDS CORP CMN 13,471 14,384
MEDTRONIC PUBLIC LIMITED COMPA CMN 12,742 13,138
MERCK & CO., INC. CMN 15,035 11,928
META PLATFORMS INC-CLASS A CMN CLASS A 17,521 52,704
MICROCHIP TECHNOLOGY INCORPORA CMN 2,559 1,382
MICRON TECHNOLOGY, INC. CMN 2,648 1,539
MICROSOFT CORPORATION CMN 50,256 127,669
MONOLITHIC POWER SYSTEMS, INC. CMN 3,112 2,966
MORGAN STANLEY CMN 14,073 15,707
NETFLIX, INC. CMN 8,260 20,371
NEWMONT CORP CMN 2,181 2,897
NEXTERA ENERGY, INC. CMN 2,101 2,006
NIKE CLASS-B CMN CLASS B 3,479 2,820
NISOURCE INC. CMN 1,166 1,182
NORFOLK SOUTHERN CORP CMN 3,535 3,361
NORTHERN TRUST CORP CMN 1,760 1,880
NVIDIA CORPORATION CMN 13,997 113,277
NXP SEMICONDUCTORS N.V. CMN 1,478 922
OMNICOM GROUP CMN 4,423 4,570
ONEOK INC CMN 6,441 6,162
ORACLE CORPORATION CMN 10,486 11,258
OTIS WORLDWIDE CORPORATION CMN 1,010 963
PALANTIR TECHNOLOGIES INC. CMN 5,101 12,436
PALO ALTO NETWORKS INC. CMN 4,689 6,543
PARKER-HANNIFIN CORP. CMN 1,845 3,025
PAYCHEX, INC. CMN 9,141 10,298
PEPSICO, INC. CMN 13,547 11,524
PFIZER INC. CMN 21,064 18,308
PHILIP MORRIS INTL INC CMN 6,563 8,568
PHILLIPS 66 CMN 1,992 2,081
PINNACLE WEST CAPITAL CORP CMN 5,769 6,187
PNC FINANCIAL SERVICES GROUP, INC., THE CMN 0 80
PROLOGIS INC CMN 2,046 1,737
PRUDENTIAL FINANCIAL INC CMN 15,418 12,839
PUBLIC STORAGE CMN 1,674 1,502
PUBLIC-SVC ENTERPRISE GROUP HOLDING CO 830 799
QUALCOMM INC CMN 8,486 8,165
REALTY INCOME CORPORATION CMN 1,911 2,025
RESMED INC. CMN 2,093 2,366
ROSS STORES,INC CMN 1,387 1,390
ROYAL CARIBBEAN GROUP ISIN: LR0008862868 2,792 3,224
RTX CORP CMN 6,823 7,316
S&P GLOBAL INC. CMN 2,320 2,500
SALESFORCE INC CMN 11,355 13,167
SBA COMMUNICATIONS CORPORATION CMN 981 1,217
SCHLUMBERGER LTD CMN 1,388 998
SERVICENOW INC CMN 4,713 10,505
SIMON PROPERTY GROUP INC CMN 1,264 1,574
SKYWORKS SOLUTIONS, INC. CMN 2,174 1,928
SMURFIT WESTROCK PUBLIC LIMITED COMPANY CMN 4,513 4,202
SNAP-ON INC CMN 1,750 1,569
SOUTHERN COPPER CORPORATION CMN 393 448
SOUTHWEST AIRLINES CO CMN 1,123 979
STANLEY BLACK & DECKER, INC. CMN 4,144 3,601
STARBUCKS CORP. CMN 9,019 8,005
STATE STREET CORPORATION (NEW) CMN 2,638 2,643
STRYKER CORPORATION CMN 4,982 5,609
SUPER MICRO COMPUTER, INC. CMN 3,533 1,274
SYNCHRONY FINANCIAL CMN 3,227 3,117
SYNOPSYS INC. CMN 1,886 2,295
T. ROWE PRICE GROUP, INC. CMN 13,652 11,512
TAKE TWO INTERACTIVE SOFTWARE INC 1,057 1,167
TARGET CORPORATION CMN 9,487 7,253
TE CONNECTIVITY LTD CMN 2,902 2,928
TESLA, INC. CMN 28,135 33,295
TEXAS INSTRUMENTS INC. CMN 14,581 12,324
THE BANK OF NY MELLON CORP CMN 3,484 3,640
THE HOME DEPOT, INC. CMN 18,875 19,827
THE KRAFT HEINZ CO CMN 7,903 7,130
THE PROCTER & GAMBLE COMPANY CMN 18,576 17,999
THE PROGRESSIVE CORPORATION CMN 4,859 5,635
THE SOUTHERN CO. CMN 1,861 1,838
THE TRAVELERS COMPANIES, INC CMN 1,262 1,321
THE WILLIAMS COMPANIES, INC. CMN 3,983 4,100
THERMO FISHER SCIENTIFIC INC CMN 4,990 4,290
TJX COMPANIES INC (NEW) CMN 6,296 7,077
TKO GROUP HOLDINGS INC CMN 1,458 1,629
T-MOBILE US, INC. CMN 1,298 1,235
TRACTOR SUPPLY COMPANY CMN 1,042 1,012
TRANE TECHNOLOGIES PUBLIC LIMI CMN 2,750 5,750
TRANSDIGM GROUP INCORPORATED CMN 15,673 16,957
U.S. BANCORP CMN 3,177 3,026
UBER TECHNOLOGIES, INC. CMN 3,758 4,861
UNION PACIFIC CORP. CMN 4,075 3,666
UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK 20,488 14,390
UNITEDHEALTH GROUP INCORPORATE CMN 21,846 18,515
UWM HOLDINGS CORP CMN 658 658
VENTAS, INC. CMN 2,184 2,453
VERIZON COMMUNICATIONS, INC. CMN 10,963 11,571
VERTEX PHARMACEUTICALS INCORPORATED CMN 2,376 2,548
VICI PROPERTIES INC. CMN 1,149 1,121
VISA INC. CMN CLASS A 17,252 24,185
WALMART INC CMN 12,157 17,991
WALT DISNEY COMPANY (THE) CMN 968 910
WASTE MANAGEMENT INC CMN 1,148 1,167
WEC ENERGY GROUP, INC. CMN 2,847 3,286
WELLS FARGO & CO (NEW) CMN 8,190 8,876
WELLTOWER INC. CMN 5,575 9,918
WHIRLPOOL CORP. CMN 1,226 763
XCEL ENERGY INC. CMN 2,073 2,121
YUM BRANDS, INC. CMN 3,473 3,761

TY 2024 InvestmentsOtherSchedule2
Name:
THE GILDEA FAMILY FOUNDATION CO JAMES A
EIN:
80-0660362
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GS HIGH YIELD FUND CLASS P AT COST 179,439 166,658
GS TACTICAL TILT OVERLAY FUND CLASS P AT COST 83,779 83,274
STATE STREET HEDGED INTERNATIONAL DEVELOPED EQUITY INDEX FUND CLASS K AT COST 297,070 375,586

TY 2024 OtherProfessionalFeesSchedule
Name:
THE GILDEA FAMILY FOUNDATION CO JAMES A
EIN:
80-0660362
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 16,370 16,370   0


TY 2024 TaxesSchedule
Name:
THE GILDEA FAMILY FOUNDATION CO JAMES A
EIN:
80-0660362
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES ON DIVIDENDS 211 211   0
FEDERAL INCOME TAX 127 0   127