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 07-01-2024 , and ending 06-30-2025
Name of foundation
SERVIAM FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)61 TWIN BROOKS ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SADDLE RIVER, NJ07458
A Employer identification number

46-3877411
B Telephone number (see instructions)

(201) 327-1282
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$7,685,136J 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 33,051 33,051  
4 Dividends and interest from securities... 69,583 69,583  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 94,659
b Gross sales price for all assets on line 6a 4,590,842
7 Capital gain net income (from Part IV, line 2)... 79,861
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........ 197,293 182,495  
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
1,575 1,575   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
18,728 18,728   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,331 220   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,855 1,837   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,489 22,360   0
25 Contributions, gifts, grants paid....... 1,080,638 1,080,638
26 Total expenses and disbursements. Add lines 24 and 25 1,104,127 22,360   1,080,638
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -906,834
b Net investment income (if negative, enter -0-) 160,135
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............. 25,000 10,318 10,318
2 Savings and temporary cash investments......... 1,250,648 98,111 98,111
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 14,851 16,889 16,889
10a Investments—U.S. and state government obligations (attach schedule) 1,066,182 Click to see attachment
List of Attached Documents:
// Content
1,933,018 		1,988,498
b Investments—corporate stock (attach schedule)....... 3,947,603 Click to see attachment
List of Attached Documents:
// Content
3,339,114 		5,571,320
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 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) 6,304,284 5,397,450 7,685,136
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........... 6,304,284 5,397,450
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)..... 6,304,284 5,397,450
30 Total liabilities and net assets/fund balances (see instructions). 6,304,284 5,397,450
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
6,304,284
2
Enter amount from Part I, line 27a .....................
2
-906,834
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,397,450
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
5,397,450
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 ALPHABET INC. COMMON STOCK   2024-03-18 2024-09-04
b ALPHABET INC. COMMON STOCK   2018-12-26 2024-08-05
c ALPHABET INC. COMMON STOCK   2018-12-26 2024-09-04
d AMAZON INC. COMMON STOCK   2018-12-26 2024-08-05
e AMAZON INC. COMMON STOCK   2018-12-26 2024-09-04
AMAZON INC. COMMON STOCK   2018-12-26 2024-12-20
AMAZON INC. COMMON STOCK   2023-12-11 2024-12-20
AMAZON INC. COMMON STOCK   2018-12-26 2024-09-04
ASML HOLDING NV COMMON STOCK   2023-12-13 2025-04-03
ASML HOLDING NV COMMON STOCK   2024-10-11 2025-04-03
ASML HOLDING NV COMMON STOCK   2023-12-13 2024-12-20
ASML HOLDING NV COMMON STOCK   2024-10-02 2025-04-03
ASML HOLDING NV COMMON STOCK   2024-01-11 2025-04-03
ASML HOLDING NV COMMON STOCK   2023-12-13 2024-08-05
BOEING CO. COMMON STOCK   2024-03-06 2024-09-04
BOEING CO. COMMON STOCK   2024-03-06 2024-08-05
BOEING CO. COMMON STOCK   2024-03-06 2024-09-04
BOEING CO. COMMON STOCK   2024-03-21 2024-09-04
BOEING CO. COMMON STOCK   2024-03-21 2024-09-04
BOEING CO. COMMON STOCK   2024-03-06 2024-09-04
BOEING CO. COMMON STOCK   2024-03-21 2024-09-04
BOEING CO. COMMON STOCK   2024-03-21 2024-09-04
BOEING CO. COMMON STOCK   2024-03-21 2024-09-04
BOEING CO. COMMON STOCK   2024-03-21 2024-09-04
CHARLES SCHWAB CORP. COMMON STOCK   2023-12-14 2024-08-05
CIGNA GROUP COMMON STOCK   2023-12-11 2025-01-22
CIGNA GROUP COMMON STOCK   2023-04-18 2025-01-30
CIGNA GROUP COMMON STOCK   2023-04-18 2025-01-30
CIGNA GROUP COMMON STOCK   2023-04-18 2025-01-22
CIGNA GROUP COMMON STOCK   2023-04-18 2024-08-05
CIGNA GROUP COMMON STOCK   2023-04-18 2025-01-30
CIGNA GROUP COMMON STOCK   2023-04-18 2024-08-05
DELTA AIRLINES COMMON STOCK   2025-03-17 2025-04-03
DELTA AIRLINES COMMON STOCK   2025-01-22 2025-04-03
DELTA AIRLINES COMMON STOCK   2025-03-04 2025-04-03
DEXCOM INC. COMMON STOCK   2023-09-25 2024-07-26
DEXCOM INC. COMMON STOCK   2022-02-25 2024-07-26
ELI LILLY AND CO. COMMON STOCK   2023-02-02 2024-08-05
ENTERPRISE PRODUCTS PARTNERS PTP UNITS   2021-02-23 2024-08-05
EXXON MOBIL CORP. COMMON STOCK   2021-02-16 2024-08-05
FIRST SOLAR INC. COMMON STOCK   2024-11-01 2025-01-28
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-05-06 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-05-06 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-05-06 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-05-06 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-05-06 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-05-06 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-05-06 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-05-06 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-05-06 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-05-06 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-05-06 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-05-06 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-05-06 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-05-06 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-05-06 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-05-06 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-05-06 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-05-06 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-05-06 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-05-06 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-05-06 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-05-06 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-05-06 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-05-06 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-05-06 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-04-07 2025-05-05
ISHARES GOLD TRUST EXCHANGE TRADED FUND   2020-05-06 2025-05-05
KENVUE INC. COMMON STOCK   2024-02-12 2024-12-20
MARVELL TECHNOLOGY INC. COMMON STOCK   2024-01-11 2024-08-05
MERCK & CO. INC. COMMON STOCK   2024-08-13 2025-01-22
MERCK & CO. INC. COMMON STOCK   2023-12-13 2024-12-20
MERCK & CO. INC. COMMON STOCK   2024-10-11 2025-02-05
MERCK & CO. INC. COMMON STOCK   2023-12-13 2024-08-05
MERCK & CO. INC. COMMON STOCK   2023-12-13 2025-01-22
MICROSOFT CORP. COMMON STOCK   2023-04-06 2024-12-20
MICROSOFT CORP. COMMON STOCK   2018-12-26 2024-12-20
MICROSOFT CORP. COMMON STOCK   2023-04-06 2024-08-05
NETFLIX INC. COMMON STOCK   2024-01-24 2024-12-20
NETFLIX INC. COMMON STOCK   2024-01-24 2024-08-05
NETFLIX INC. COMMON STOCK   2024-01-24 2024-08-05
NVIDIA CORP. COMMON STOCK   2023-12-11 2024-12-20
NVIDIA CORP. COMMON STOCK   2018-11-26 2024-08-05
SHELL PLC COMMON STOCK   2022-04-28 2024-08-05
SHELL PLC COMMON STOCK   2022-04-28 2024-08-05
TWILIO INC. COMMON STOCK   2024-03-06 2024-11-07
TWILIO INC. COMMON STOCK   2024-03-06 2024-09-04
TWILIO INC. COMMON STOCK   2024-03-06 2024-09-04
TWILIO INC. COMMON STOCK   2024-03-06 2024-09-04
TWILIO INC. COMMON STOCK   2024-03-06 2024-11-07
TWILIO INC. COMMON STOCK   2024-03-06 2024-08-05
TWILIO INC. COMMON STOCK   2024-03-06 2024-09-04
TWILIO INC. COMMON STOCK   2024-03-06 2024-09-04
TWILIO INC. COMMON STOCK   2024-03-06 2024-09-04
TWILIO INC. COMMON STOCK   2024-03-06 2024-11-07
TWILIO INC. COMMON STOCK   2024-03-06 2024-11-07
TWILIO INC. COMMON STOCK   2024-03-06 2024-09-04
TWILIO INC. COMMON STOCK   2024-03-06 2024-09-04
TWILIO INC. COMMON STOCK   2024-03-06 2024-08-05
TWILIO INC. COMMON STOCK   2024-03-06 2024-08-05
UBER TECHNOLOGIES INC. COMMON STOCK   2021-12-21 2024-08-05
ULTA BEAUTY INC. COMMON STOCK   2024-03-26 2024-11-18
ULTA BEAUTY INC. COMMON STOCK   2024-03-18 2024-11-18
ULTA BEAUTY INC. COMMON STOCK   2020-08-26 2024-08-05
ULTA BEAUTY INC. COMMON STOCK   2024-03-18 2024-11-18
ULTA BEAUTY INC. COMMON STOCK   2024-05-21 2024-11-18
UNITED STATES TREASURY BILL   2024-04-15 2025-01-23
UNITED STATES TREASURY BILL   2024-09-04 2025-02-27
UNITED STATES TREASURY BILL   2024-05-28 2024-11-21
UNITED STATES TREASURY BILL   2023-08-31 2024-09-03
UNITEDHEALTH GROUP INC. COMMON STOCK   2023-02-02 2024-08-05
UNITEDHEALTH GROUP INC. COMMON STOCK   2023-02-02 2025-03-05
UNITEDHEALTH GROUP INC. COMMON STOCK   2023-02-02 2025-03-05
UNITEDHEALTH GROUP INC. COMMON STOCK   2023-02-02 2025-03-05
UNITEDHEALTH GROUP INC. COMMON STOCK   2023-02-02 2025-01-22
UNITEDHEALTH GROUP INC. COMMON STOCK   2023-02-02 2025-03-05
UNITEDHEALTH GROUP INC. COMMON STOCK   2023-02-02 2025-03-05
UNITEDHEALTH GROUP INC. COMMON STOCK   2023-02-02 2025-01-22
UNITEDHEALTH GROUP INC. COMMON STOCK   2023-02-02 2025-03-05
UNITEDHEALTH GROUP INC. COMMON STOCK   2023-02-02 2024-08-05
UNITEDHEALTH GROUP INC. COMMON STOCK   2023-02-02 2025-03-05
UNITEDHEALTH GROUP INC. COMMON STOCK   2023-02-02 2025-01-22
(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 31,347   29,473 1,874
b 32,467   10,200 22,267
c 94,041   30,600 63,441
d 32,185   14,010 18,175
e 23,199   9,317 13,882
5,510   1,751 3,759
44,081   28,888 15,193
64,014   25,708 38,306
25,746   29,318 -3,572
45,056   58,950 -13,894
28,104   29,318 -1,214
128,731   167,335 -38,604
32,183   35,869 -3,686
16,042   14,659 1,383
1,123   1,412 -289
24,722   30,266 -5,544
6,420   8,071 -1,651
6,901   8,078 -1,177
963   1,127 -164
481   605 -124
19,420   22,730 -3,310
802   939 -137
18,778   21,978 -3,200
1,284   1,503 -219
18,548   21,003 -2,455
71,907   75,637 -3,730
27,297   25,898 1,399
27,297   25,898 1,399
14,381   12,952 1,429
42,651   34,192 8,459
27,297   25,903 1,394
5,822   4,663 1,159
59,181   114,519 -55,338
138,089   242,830 -104,741
59,181   128,047 -68,866
39,599   51,405 -11,806
42,899   66,305 -23,406
38,420   16,131 22,289
13,880   8,220 5,660
17,017   7,769 9,248
160,396   201,240 -40,844
63   32 31
63   32 31
63   32 31
63   32 31
63   32 31
63   32 31
63   32 31
63   32 31
63   32 31
63   32 31
5,697   2,932 2,765
814   419 395
5,510   2,781 2,729
63   32 31
63   32 31
63   32 31
63   32 31
63   32 31
28,862   14,568 14,294
63   32 31
63   32 31
125   64 61
63   32 31
63   32 31
63   32 31
188   97 91
626   322 304
63   32 31
63   32 31
63   32 31
125   64 61
63   32 31
63   32 31
63   32 31
63   32 31
63   32 31
63   32 31
63   32 31
63   32 31
63   32 31
63   32 31
188   97 91
63   32 31
63   32 31
63   32 31
313   161 152
407   205 202
17,843   9,006 8,837
1,252   644 608
63   32 31
63   32 31
63   32 31
63   32 31
63   32 31
63   32 31
63   32 31
63   32 31
63   32 31
438   221 217
62,608   32,220 30,388
63   32 31
63   32 31
63   32 31
63   32 31
63   32 31
125   64 61
438   221 217
63   32 31
1,816   934 882
63   32 31
63   32 31
188   95 93
376   190 186
4,696   2,370 2,326
63   32 31
63   32 31
63   32 31
63   32 31
63   32 31
63   32 31
4,007   2,022 1,985
63   32 31
63   32 31
1,252   644 608
63   32 31
63   32 31
63   32 31
63   32 31
63   32 31
63   32 31
63   32 31
125   63 62
63   32 31
125   64 61
63   32 31
626   316 310
63   32 31
63   32 31
63   32 31
313   161 152
63   32 31
63   32 31
63   32 31
63   32 31
12,146   6,251 5,895
63   32 31
125   63 62
282   145 137
32,404   29,205 3,199
28,664   32,792 -4,128
23,954   28,519 -4,565
34,590   37,359 -2,769
88,048   108,738 -20,690
28,119   26,685 1,434
182,053   202,806 -20,753
17,257   11,411 5,846
17,257   5,490 11,767
39,672   28,528 11,144
89,698   55,834 33,864
41,826   39,084 2,742
17,926   16,750 1,176
64,797   23,174 41,623
49,474   14,999 34,475
6,929   5,440 1,489
6,929   5,440 1,489
22,592   14,393 8,199
971   921 50
1,275   1,209 66
24,283   23,028 1,255
138,624   88,312 50,312
20,268   19,401 867
789   748 41
61   58 3
24,283   23,028 1,255
13,645   8,693 4,952
5,874   3,742 2,132
4,250   4,030 220
4,796   4,548 248
22,012   21,071 941
17,862   17,098 764
28,379   20,975 7,404
35,311   51,144 -15,833
2,119   3,249 -1,130
33,296   22,049 11,247
68,503   105,117 -36,614
35,311   37,987 -2,676
192,286   192,286 0
391,028   391,028 0
487,385   487,385 0
400,000   386,511 13,489
22,467   18,145 4,322
47,644   46,525 1,119
13,340   13,027 313
7,147   6,979 168
23,901   21,402 2,499
9,529   9,304 225
11,911   11,630 281
2,078   1,861 217
476   465 11
6,337   5,118 1,219
5,241   5,118 123
51,959   46,525 5,434
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       1,874
b       22,267
c       63,441
d       18,175
e       13,882
      3,759
      15,193
      38,306
      -3,572
      -13,894
      -1,214
      -38,604
      -3,686
      1,383
      -289
      -5,544
      -1,651
      -1,177
      -164
      -124
      -3,310
      -137
      -3,200
      -219
      -2,455
      -3,730
      1,399
      1,399
      1,429
      8,459
      1,394
      1,159
      -55,338
      -104,741
      -68,866
      -11,806
      -23,406
      22,289
      5,660
      9,248
      -40,844
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      2,765
      395
      2,729
      31
      31
      31
      31
      31
      14,294
      31
      31
      61
      31
      31
      31
      91
      304
      31
      31
      31
      61
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      91
      31
      31
      31
      152
      202
      8,837
      608
      31
      31
      31
      31
      31
      31
      31
      31
      31
      217
      30,388
      31
      31
      31
      31
      31
      61
      217
      31
      882
      31
      31
      93
      186
      2,326
      31
      31
      31
      31
      31
      31
      1,985
      31
      31
      608
      31
      31
      31
      31
      31
      31
      31
      62
      31
      61
      31
      310
      31
      31
      31
      152
      31
      31
      31
      31
      5,895
      31
      62
      137
      3,199
      -4,128
      -4,565
      -2,769
      -20,690
      1,434
      -20,753
      5,846
      11,767
      11,144
      33,864
      2,742
      1,176
      41,623
      34,475
      1,489
      1,489
      8,199
      50
      66
      1,255
      50,312
      867
      41
      3
      1,255
      4,952
      2,132
      220
      248
      941
      764
      7,404
      -15,833
      -1,130
      11,247
      -36,614
      -2,676
      0
      0
      0
      13,489
      4,322
      1,119
      313
      168
      2,499
      225
      281
      217
      11
      1,219
      123
      5,434
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 79,861
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 2,226
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 2,226
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 2,226
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 19,115
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 19,115
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 16,889
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow16,889 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNJ
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 arrowTHE FOUNDATION Telephone no.right arrow (201) 327-1282

Located atright arrow61 TWIN BROOKS ROADSADDLE RIVERNJ ZIP+4right arrow07458
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
RICHARD G TAYLOR JR TRUSTEE
1.00 		0 0 0
61 TWIN BROOKS ROAD
SADDLE RIVER,NJ07458
ALETA E TAYLOR TRUSTEE
1.00 		0 0 0
61 TWIN BROOKS ROAD
SADDLE RIVER,NJ07458
BRIAN TAYLOR TRUSTEE
1.00 		0 0 0
61 TWIN BROOKS ROAD
SADDLE RIVER,NJ07458
JILL SCHNEIDER TRUSTEE
1.00 		0 0 0
61 TWIN BROOKS ROAD
SADDLE RIVER,NJ07458
CHRISTINA WEFERS TRUSTEE
1.00 		0 0 0
61 TWIN BROOKS ROAD
SADDLE RIVER,NJ07458
TERI L TAYLOR TRUSTEE
1.00 		0 0 0
61 TWIN BROOKS ROAD
SADDLE RIVER,NJ07458
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
6,982,793
b
Average of monthly cash balances.......................
1b
592,248
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,575,041
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
7,575,041
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
113,626
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,461,415
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
373,071
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
373,071
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,226
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,226
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
370,845
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
370,845
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
370,845
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
1,080,638
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
1,080,638
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 7 370,845
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...... 11,730
c From 2021...... 1,565,330
d From 2022...... 966,987
e From 2023......  
f Total of lines 3a through e ........ 2,544,047
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,080,638
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..... 370,845
e Remaining amount distributed out of corpus 709,793
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 3,253,840
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 ...... 		3,253,840
10 Analysis of line 9:
a Excess from 2020.... 11,730
b Excess from 2021.... 1,565,330
c Excess from 2022.... 966,987
d Excess from 2023....  
e Excess from 2024.... 709,793
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).)
RICHARD G TAYLOR JR
ALETA E TAYLOR
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

ACRCHDIOCESE OF NEWARK

171 CLIFTON AVENUE
NEWARK,NJ07104 		NONE PC GENERAL CHARITABLE 25,000

ALLENDALE AMBULANCE CORPS

26 ARCADIA ROAD
ALLENDALE,NJ07401 		NONE PC GENERAL CHARITABLE 1,000

ALLENDALE FOUNDATION FOR EDUCATIONAL EXCELLENCE

PO BOX 243
ALLENDALE,NJ07401 		NONE PC GENERAL CHARITABLE 1,500

ANDRE SAYEGH CIVIC ASSOCIATION INC

PO BOX 95
TOTOWA,NJ07511 		NONE PC GENERAL CHARITABLE 5,000

BERGEN CATHOLIC ALUMNI ASSOCIATION

1040 ORADELL AVENUE
ORADELL,NJ07649 		NONE PC GENERAL CHARITABLE 1,000

BERGEN CATHOLIC HIGH SCHOOL

1040 ORADELL AVENUE
ORADELL,NJ07649 		NONE PC GENERAL CHARITABLE 27,150

BERGEN PERFORMING ARTS CENTER

30 NORTH VAN BRUNT STREET
ENGLEWOOD,NJ07631 		NONE PC GENERAL CHARITABLE 52,500

COVENANT COMMUNITY CHURCH

616 PROSPECT AVENUE
WEST ORANGE,NJ07052 		NONE PC GENERAL CHARITABLE 9,000

EQUESTRIAN ORDER OF THE HOLY SEPULCHRE OF JERUSALEM

1011 FIRST AVENUE
NEW YORK,NY10022 		NONE PC GENERAL CHARITABLE 4,800

EVA'S VILLAGE

393 MAIN STREET
PATERSON,NJ07501 		NONE PC GENERAL CHARITABLE 25,000

FRANCISCAN BREAD FOR THE POOR

144 WEST 32ND STREET
NEW YORK,NY10001 		NONE PC GENERAL CHARITABLE 1,500

FRIENDS OF THE LEE MEMORIAL LIBRARY

500 WEST CRESCENT AVENUE
ALLENDALE,NJ07401 		NONE PC GENERAL CHARITABLE 500

GUARDIAN ANGEL ROMAN CATHOLIC CHURCH

37 PLAINFIELD AVENUE
EDISON,NJ08817 		NONE PC GENERAL CHARITABLE 26,000

HABITAT FOR HUMANITY

285 PEACHTREE CENTER AVENUE NE -
SUITE 2700
ATLANTA,GA30303 		NONE PC GENERAL CHARITABLE 2,500

HIDDEN WATER

375 GREENWICH STREET
NEW YORK,NY10013 		NONE PC GENERAL CHARITABLE 2,000

HOLY NAME MEDICAL CENTER FOUNDATION

718 TEANECK ROAD
TEANECK,NJ07666 		NONE PC GENERAL CHARITABLE 623,100

LAVALLETTE VOLUNTEER FIRE COMPANY

PO BOX 267
LAVALLETTE,NJ08735 		NONE PC GENERAL CHARITABLE 250

LAVALLETTE VOLUNTEER FIRST AID SQUAD

PO BOX 334
LAVALLETTE,NJ08735 		NONE PC GENERAL CHARITABLE 250

MAHWAH SCHOOLS FOUNDATION

50 RIDGE ROAD
MAHWAH,NJ07430 		NONE PC GENERAL CHARITABLE 1,500

NATIONAL TRUST FOR SCOTLAND

4 SOUTH MARKET STREET
BOSTON,MA02109 		NONE PC GENERAL CHARITABLE 1,000

OASIS - A HAVEN FOR WOMEN AND CHILDREN

59 MILL STREET
PATERSON,NJ07501 		NONE PC GENERAL CHARITABLE 54,400

PONTIFICAL MISSION SOCIETIES

70 WEST 36TH STREET - 8TH FLOOR
NEW YORK,NY10018 		NONE PC GENERAL CHARITABLE 500

PONY POWER THERAPIES

1170 RAMAPO VALLEY ROAD
MAHWAH,NJ07430 		NONE PC GENERAL CHARITABLE 1,500

SADDLE RIVER FIRE DEPARTMENT

85 EAST ALLENDALE ROAD
SADDLE RIVER,NJ07458 		NONE PC GENERAL CHARITABLE 500

SALESIAN SISTERS OF SAINT JOHN BOSCO

659 BELMONT AVENUE
NORTH HALEDON,NJ07508 		NONE PC GENERAL CHARITABLE 24,013

SETON HALL UNIVERSITY

400 SOUTH ORANGE AVENUE
SOUTH ORANGE,NJ07079 		NONE PC GENERAL CHARITABLE 57,000

ST ELIZABETH'S CHURCH

700 WYCKOFF AVENUE
WYCKOFF,NJ07481 		NONE PC GENERAL CHARITABLE 20,000

ST BARTHOLOMEW'S CHURCH

325 PARK AVENUE
NEW YORK,NY10022 		NONE PC GENERAL CHARITABLE 500

ST JOHN THE BAPTIST ROMAN CATHOLIC CHURCH

69 VALLEY STREET
HILLSDALE,NJ07642 		NONE PC GENERAL CHARITABLE 400

ST JOSEPH BY THE SEA

400 ROUTE 35 NORTH
SOUTH MANTOLOKING,NJ08738 		NONE PC GENERAL CHARITABLE 5,000

ST NICHOLAS UKRAINIAN CATHOLIC CHURCH

217 PRESIDENT STREET
PASSAIC,NJ07055 		NONE PC GENERAL CHARITABLE 1,000

ST PIO OF PIETRELCINA

103 WASHINGTON AVENUE
LAVALLETTE,NJ08735 		NONE PC GENERAL CHARITABLE 2,500

THE LEWIN FUND

322 WEST 52ND STREET
NEW YORK,NY10019 		NONE PC GENERAL CHARITABLE 500

UCLA - CONGO BASIN INSTITUTE ENDOWMENT

10889 WILSHIRE BOULEVARD - SUITE
1000
LOS ANGELES,CA90024 		NONE PC GENERAL CHARITABLE 100,000

WOOD-RIDGE LIONS CLUB

PO BOX 166
WOODRIDGE,NJ07075 		NONE PC GENERAL CHARITABLE 2,275
Total .................................right arrow 3a 1,080,638
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 33,051  
4 Dividends and interest from securities ....     14 69,583  
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 94,659  
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) .. 0 197,293 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
197,293
(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:
SERVIAM FOUNDATION INC
EIN:
46-3877411
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 1,575 1,575   0

TY 2024 InvestmentsCorpStockSchedule
Name:
SERVIAM FOUNDATION INC
EIN:
46-3877411
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET COMMON STOCK 112,737 140,984
AMAZON COMMON STOCK 151,050 279,722
AT&T INC. COMMON STOCK 226,762 289,400
CROWDSTRIKE HOLDINGS COMMON STOCK 195,636 356,517
ENTERPRISE PRODUCTS PARTNERS, L.P. UNITS 31,097 108,535
EXXON-MOBIL COMMON STOCK 62,152 129,360
GRAB HOLDINGS COMMON STOCK 105,896 100,600
ISHARES GOLD TRUST COMMON STOCK 234,247 467,700
KENVUE INC. COMMON STOCK 262,845 282,555
ELI LILLY & CO. COMMON STOCK 96,786 233,859
MARVELL TECHNOLOGY COMMON STOCK 163,958 193,500
MERCADO LIBRE COMMON STOCK 225,952 326,704
MICROSOFT COMMON STOCK 68,936 358,135
NETFLIX INC. COMMON STOCK 111,668 267,826
NVIDIA CORP. COMMON STOCK 76,832 552,965
CHARLES SCHWAB & CO. COMMON STOCK 188,571 228,100
SHELL COMMON STOCK 81,600 105,615
UBER TECHNOLOGIES COMMON STOCK 216,647 466,500
ULTA BEAUTY COMMON STOCK 119,732 163,737
UNITED HEALTHCARE GROUP COMMON STOCK 383,090 358,766
WELLS FARGO & CO. COMMON STOCK 122,300 160,240
BOOK-TO-TAX DIFFERENCE 100,620 0

TY 2024 InvestmentsGovtObligationsSch
Name:
SERVIAM FOUNDATION INC
EIN:
46-3877411
US Government Securities - End of Year Book Value:

1,933,018
US Government Securities - End of Year Fair Market Value:

1,988,498
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 OtherExpensesSchedule
Name:
SERVIAM FOUNDATION INC
EIN:
46-3877411
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ENTERPRISE PRODUCTS PARTNERS LP K-1 1,855 1,837   0


TY 2024 OtherProfessionalFeesSchedule
Name:
SERVIAM FOUNDATION INC
EIN:
46-3877411
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 18,697 18,697   0
STATE FILING FEES 31 31   0


TY 2024 TaxesSchedule
Name:
SERVIAM FOUNDATION INC
EIN:
46-3877411
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID ON SECURITIES 220 220   0
EXCISE TAX ON INVESTMENT INCOME 1,111 0   0