Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
RAJAM FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)200 BELLEVUE PARKWAY SUITE 250
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, DE198093747
A Employer identification number

86-2217899
B Telephone number (see instructions)

(302) 688-4350
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$13,931,341
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 3,099,474
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 237,402 237,402  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,026,665
b Gross sales price for all assets on line 6a 4,636,621
7 Capital gain net income (from Part IV, line 2)... 4,026,665
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 7,363,541 4,264,067  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... 2,726 0 0 2,726
b Accounting fees (attach schedule)....... 38,069 0 0 38,069
c Other professional fees (attach schedule).... 111,302 53,704   57,598
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 52,013 13   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 1,330     1,330
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 205,440 53,717 0 99,723
25 Contributions, gifts, grants paid....... 1,785,112 1,785,112
26 Total expenses and disbursements. Add lines 24 and 25 1,990,552 53,717 0 1,884,835
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,372,989
b Net investment income (if negative, enter -0-) 4,210,350
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 296,078 894,374 894,374
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,181,376 Click to see attachment
List of Attached Documents:
// Content
8,543,286
10,854,498
c Investments—corporate bonds (attach schedule)....... 2,349,696 Click to see attachment
List of Attached Documents:
// Content
2,164,347
2,182,469
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,827,150 11,602,007 13,931,341
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 8,827,150 11,602,007
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)..... 8,827,150 11,602,007
30 Total liabilities and net assets/fund balances (see instructions). 8,827,150 11,602,007
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
8,827,150
2
Enter amount from Part I, line 27a .....................
2
5,372,989
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
12,183
4
Add lines 1, 2, and 3 ..........................
4
14,212,322
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,610,315
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,602,007
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 76. AFLAC INCORPORATED     2024-06-05
b 221. AT&T INC.     2024-06-05
c 45. ABBOTT LABORATORIES   2017-08-23 2024-06-05
d 56. ABBOTT LABORATORIES     2024-06-05
e 12. ABBVIE INC   2023-05-31 2024-06-05
56. ABBVIE INC     2024-06-05
20. ADOBE INC     2024-06-05
110. ADVANCED MICRO DEVICES, INC.     2024-06-05
50. AFFIRM HOLDINGS, INC.   2022-12-28 2024-06-05
26. AGILENT TECHNOLOGIES, INC.     2024-06-05
26. AIR PRODUCTS & CHEMICALS INC     2024-06-05
26. AKAMAI TECHNOLOGIES, INC.     2024-06-05
12. ALBEMARLE CORP     2024-06-05
9. BREAD FINANCIAL HOLDINGS INC     2024-06-05
24. ALLIANT ENERGY CORPORATION     2024-06-05
62. ALLSTATE CORPORATION     2024-06-05
400. ALPHABET INC.   2011-08-15 2024-06-05
240. ALPHABET INC.     2024-06-05
140. ALPHABET INC.   2011-08-15 2024-06-05
240. ALPHABET INC.     2024-06-05
180. ALTRIA GROUP, INC.     2024-06-05
620. AMAZON.COM INC     2024-06-05
50. AMERICAN ELECTRIC POWER INC     2024-06-05
22. AMERICAN EXPRESS CO.     2024-06-05
12. AMERICAN FINANCIAL GROUP INC     2024-06-05
20. AMERICAN TOWER CORPORATION   2016-01-29 2024-06-05
50. CENCORA INC     2024-06-05
30. AMERIPRISE FINANCIAL, INC.   2011-11-01 2024-06-05
12. AMERIPRISE FINANCIAL, INC.     2024-06-05
108. AMGEN INC.     2024-06-05
104. AMPHENOL CORP CL-A (NEW)     2024-06-05
15. APPLIED MATERIALS INC   2022-12-28 2024-06-05
12. ASSURANT, INC.     2024-06-05
10. ATLASSIAN CORP     2024-06-05
457. ATMUS FILTRATION TECHNOLOGIES     2024-06-05
12. AUTOLIV, INC.     2024-06-05
26. AVERY DENNISON CORPORATION     2024-06-05
52. BALL CORPORATION     2024-06-05
714. BANK OF AMERICA CORP   2011-11-01 2024-06-05
300. BANK OF AMERICA CORP     2024-06-05
26. BELDEN INC     2024-06-05
8. BERKSHIRE HATHAWAY INC.   2023-05-31 2024-06-05
70. BERKSHIRE HATHAWAY INC.     2024-06-05
6. BIOGEN INC.     2024-06-05
86. BOEING COMPANY     2024-06-05
2. BOOKING HOLDINGS INC.     2024-06-05
160. BOSTON SCIENTIFIC CORP.   2012-08-14 2024-06-05
148. BRISTOL-MYERS SQUIBB COMPANY     2024-06-05
22. BROADCOM INC.     2024-06-05
60. CBRE GROUP, INC.     2024-06-05
50. CNA FINCL.CORP.     2024-06-05
678. CSX CORPORATION     2024-06-05
40. COTERRA ENERGY INC   2020-03-30 2024-06-05
5. CADENCE DESIGN SYSTEMS INC   2022-12-28 2024-06-05
76. CAPITAL ONE FINANCIAL CORP     2024-06-05
15. CARDINAL HEALTH, INC.   2023-02-22 2024-06-05
80. CARRIER GLOBAL CORPORATION     2024-06-05
100. CATERPILLAR INC (DELAWARE)     2024-06-05
38. CELANESE CORPORATION     2024-06-05
20. CENTENE CORPORATION   2023-05-31 2024-06-05
5. CHENIERE ENERGY, INC.   2020-03-30 2024-06-05
20. CHEVRON CORPORATION   2023-05-31 2024-06-05
47. CHEVRON CORPORATION     2024-06-05
150. CISCO SYSTEMS, INC.     2024-06-05
86. CITIGROUP INC.     2024-06-05
312. COCA-COLA COMPANY (THE)     2024-06-05
100. COGNIZANT TECHNOLOGY     2024-06-05
456. COMCAST CORPORATION     2024-06-05
12. COMERICA INCORPORATED     2024-06-05
76. CONAGRA BRANDS INC     2024-06-05
85. CONOCOPHILLIPS     2024-06-05
20. CONSTELLATION BRANDS INC   2012-05-15 2024-06-05
30. CONSTELLATION ENERGY CORP     2024-06-05
60. CORTEVA, INC.     2024-06-05
76. COSTCO WHOLESALE CORPORATION     2024-06-05
76. CROWN CASTLE INTL CORP     2024-06-05
25. D.R. HORTON, INC.   2022-12-28 2024-06-05
38. DTE ENERGY COMPANY     2024-06-05
19. DT MIDSTREAM, INC.     2024-06-05
56. DXC TECHNOLOGY COMPANY   2012-07-11 2024-06-05
15. DANAHER CORPORATION   2017-08-23 2024-06-05
27. DAVITA INC     2024-06-05
30. DEERE & COMPANY     2024-06-05
20. DEXCOM, INC.   2020-03-30 2024-06-05
25. DIAMONDBACK ENERGY INC   2020-03-30 2024-06-05
12. DIGITAL REALTY TRUST, INC.     2024-06-05
26. DIODES INCORPORATED     2024-06-05
236. WALT DISNEY COMPANY (THE)     2024-06-05
48. DOMINION ENERGY INC     2024-06-05
26. DOVER CORPORATION     2024-06-05
105. DOW INC     2024-06-05
46. DUKE ENERGY CORPORATION     2024-06-05
55. DUPONT DE NEMOURS INC     2024-06-05
76. EOG RESOURCES INC     2024-06-05
102. EBAY INC.     2024-06-05
12. ECOLAB INC.     2024-06-05
25. EDISON INTERNATIONAL     2024-06-05
60. EDWARDS LIFESCIENCES CORPORATI   2017-08-23 2024-06-05
60. ELECTRONIC ARTS   2012-10-08 2024-06-05
12. EQUIFAX INC.     2024-06-05
62. EQUITY RESIDENTIAL     2024-06-05
12. EVERSOURCE ENERGY     2024-06-05
1. EXPEDIA GROUP INC     2024-06-05
85. EXXON MOBIL CORPORATION     2024-06-05
60. EXXON MOBIL CORPORATION     2024-06-05
12. FACTSET RESEARCH SYSTEMS INC     2024-06-05
13. FEDEX CORPORATION     2024-06-05
72. FIDELITY NATL INFO SVCS INC     2024-06-05
70. FORD MOTOR COMPANY   2022-12-28 2024-06-05
357. FORD MOTOR COMPANY     2024-06-05
50. FORTINET, INC.   2022-12-28 2024-06-05
10. GE HEALTHCARE TECHNOLOGIES INC   2022-12-28 2024-06-05
15. GARTNER, INC.   2020-03-30 2024-06-05
10. GE VERNOVA LLC     2024-06-05
40. GE AEROSPACE     2024-06-05
35. GILEAD SCIENCES   2012-05-15 2024-06-05
5. HCA HEALTHCARE, INC   2020-03-30 2024-06-05
104. HANESBRANDS INC.     2024-06-05
50. HARLEY-DAVIDSON INC     2024-06-05
26. HARTFORD INSURANCE GROUP INC/T     2024-06-05
50. HEALTHPEAK OP, LLC     2024-06-05
85. THE HOME DEPOT, INC.     2024-06-05
22. HONEYWELL INTL INC     2024-06-05
26. HORACE MANN EDUCATORS CORP     2024-06-05
60. HOST HOTELS & RESORTS INC   2022-12-28 2024-06-05
5. HUMANA INC.   2020-03-30 2024-06-05
62. HUNTINGTON BANCSHARES INCORPOR     2024-06-05
26. ILLINOIS TOOL WORKS     2024-06-05
3. INGEVITY CORPORATION     2024-06-05
536. INTEL CORPORATION     2024-06-05
76. INTERNATIONAL PAPER CO.     2024-06-05
38. INTERPUBLIC GROUP COS     2024-06-05
26. INTUIT INC     2024-06-05
9. INTUITIVE SURGICAL, INC.   2017-08-23 2024-06-05
20. IRON MOUNTAIN INCORPORATED   2022-12-28 2024-06-05
327. JPMORGAN CHASE & CO     2024-06-05
113. JOHNSON & JOHNSON     2024-06-05
5. KLA CORP   2022-12-28 2024-06-05
26. KEMPER CORPORATION     2024-06-05
40. KENVUE INC.     2024-06-05
12. KEURIG DR PEPPER INC     2024-06-05
12. KILROY REALTY CORPORATION     2024-06-05
67. KIMBERLY-CLARK CORPORATION     2024-06-05
38. KIMCO REALTY OP, LLC     2024-06-05
5. LAM RESEARCH CORPORATION   2022-12-28 2024-06-05
25. LAMB WESTON HOLDINGS, INC.     2024-06-05
9. ESTEE LAUDER COS INC CL-A     2024-06-05
10. LENNAR CORPORATION   2020-03-30 2024-06-05
5. LENNAR CORPORATION   2022-12-28 2024-06-05
26. LINCOLN NATL.CORP.INC.     2024-06-05
5. LOWES COMPANIES INC   2023-05-31 2024-06-05
12. M&T BANK CORPORATION     2024-06-05
112. MARATHON PETROLEUM CORPORATION     2024-06-05
50. MARSH & MCLENNAN CO INC     2024-06-05
100. MARVELL TECHNOLOGY, INC.     2024-06-05
40. MASTERCARD INCORPORATED     2024-06-05
10. MCKESSON CORPORATION     2024-06-05
100. MICROCHIP TECHNOLOGY INCORPORA     2024-06-05
5. MODERNA, INC.   2020-03-30 2024-06-05
12. MOHAWK INDUSTRIES INC     2024-06-05
78. MONDELEZ INTERNATIONAL, INC.     2024-06-05
20. MOODY'S CORPORATION   2012-05-15 2024-06-05
26. MOOG INC CL A     2024-06-05
227. MORGAN STANLEY     2024-06-05
20. MORGAN STANLEY     2024-06-05
56. MOTOROLA SOLUTIONS INC     2024-06-05
60. NASDAQ INC.   2012-12-14 2024-06-05
25. NATERA, INC.   2022-12-08 2024-06-05
15. NETFLIX, INC.   2022-12-28 2024-06-05
26. NETGEAR, INC.     2024-06-05
23. NEWELL BRANDS INC     2024-06-05
160. NEXTERA ENERGY, INC.     2024-06-05
248. NIKE CLASS-B     2024-06-05
20. NORTHROP GRUMMAN CORP   2012-05-15 2024-06-05
24. OGE ENERGY CORP (HOLDING CO)     2024-06-05
74. OLIN CORPORATION     2024-06-05
5. OLLIE'S BARGAIN OUTLET HLDG   2023-01-05 2024-06-05
30. ON SEMICONDUCTOR CORPORATION   2022-12-28 2024-06-05
70. ORACLE CORPORATION     2024-06-05
35. ORGANON & CO     2024-06-05
85. P G & E CORPORATION   2022-12-28 2024-06-05
76. PPG INDUSTRIES, INC.     2024-06-05
7. PACCAR INC     2024-06-05
15. PALO ALTO NETWORKS INC.   2020-03-30 2024-06-05
26. PARKER-HANNIFIN CORP.     2024-06-05
102. PAYPAL HOLDINGS, INC.     2024-06-05
62. PEPSICO, INC.     2024-06-05
740. PFIZER INC.     2024-06-05
152. PHILIP MORRIS INTL INC     2024-06-05
20. PHILLIPS 66   2012-05-15 2024-06-05
85. PHILLIPS 66     2024-06-05
42. T. ROWE PRICE GROUP, INC.     2024-06-05
30. PRINCIPAL FINANCIAL GROUP, INC     2024-06-05
122. PROCTER & GAMBLE COMPANY (THE)     2024-06-05
20. THE PROGRESSIVE CORPORATION   2023-05-31 2024-06-05
70. PROLOGIS INC     2024-06-05
38. PRUDENTIAL FINANCIAL INC     2024-06-05
20. PULTEGROUP INC.   2022-12-28 2024-06-05
50. QUALCOMM INC   2022-12-28 2024-06-05
4. QURATE RETAIL, INC. MAR 15 2031 8.0     2024-06-05
80. RTX CORP     2024-06-05
5. REGENERON PHARMACEUTICAL INC   2022-12-28 2024-06-05
260. REGIONS FINANCIAL CORPORATION   2011-11-01 2024-06-05
17. REPUBLIC SERVICES INC     2024-06-05
10. ROBLOX CORPORATION   2022-12-28 2024-06-05
20. S&P GLOBAL INC.   2012-05-15 2024-06-05
45. SALESFORCE INC   2022-12-28 2024-06-05
24. HENRY SCHEIN INC     2024-06-05
235. CHARLES SCHWAB CORPORATION   2011-11-01 2024-06-05
40. SEMPRA ENERGY   2011-11-01 2024-06-05
35. SENTINELONE INC   2022-12-28 2024-06-05
10. SERVICENOW INC   2022-12-28 2024-06-05
19. SIMON PROPERTY GROUP INC     2024-06-05
72. A.O. SMITH CORP (DEL)     2024-06-05
17. SOLVENTUM CORPORATION     2024-06-05
50. THE SOUTHERN CO.     2024-06-05
102. SOUTHERN COPPER CORPORATION     2024-06-05
84. STARBUCKS CORP.     2024-06-05
38. STRYKER CORPORATION     2024-06-05
6. SYLVAMO CORPORATION     2024-06-05
380. SYNCHRONY FINANCIAL     2024-06-05
95. TJX COMPANIES INC (NEW)     2024-06-05
20. SOMNIGROUP INTERNATIONAL INC   2022-12-28 2024-06-05
195. TEXAS INSTRUMENTS INC.     2024-06-05
50. TEXTRON INC.DEL.     2024-06-05
50. TRADE DESK, INC. (THE)   2020-03-30 2024-06-05
20. THERMO FISHER SCIENTIFIC INC   2012-05-15 2024-06-05
42. THERMO FISHER SCIENTIFIC INC     2024-06-05
68. 3M COMPANY     2024-06-05
24. TRIMBLE INC     2024-06-05
38. TYSON FOODS INC CL-A     2024-06-05
26. UDR INC     2024-06-05
11. U.S. BANCORP     2024-06-05
124. UNION PACIFIC CORP.     2024-06-05
63. UNITED PARCEL SERVICE, INC.     2024-06-05
35. UNITEDHEALTH GROUP INCORPORATE     2024-06-05
3. UNITEDHEALTH GROUP INCORPORATE     2024-06-05
60. VALERO ENERGY CORPORATION   2012-05-15 2024-06-05
26. VALERO ENERGY CORPORATION     2024-06-05
5. VEEVA SYSTEMS INC   2022-12-28 2024-06-05
20. VENTAS, INC.     2024-06-05
5. VERALTO CORPORATION   2017-08-23 2024-06-05
52. VERIZON COMMUNICATIONS, INC.     2024-06-05
10. VERTEX PHARMACEUTICALS INCORPO     2024-06-05
99. PARAMOUNT GLOBAL     2024-06-05
91. VIATRIS INC     2024-06-05
90. VISA INC.     2024-06-05
15. VULCAN MATERIALS CO   2012-08-14 2024-06-05
39. WEC ENERGY GROUP, INC.     2024-06-05
150. WALMART INC     2024-06-05
10. WELLTOWER, INC.   2022-12-28 2024-06-05
12. WELLTOWER, INC.     2024-06-05
38. WESTERN DIGITAL CORPORATION     2024-06-05
20. WRKCO INC.     2024-06-05
126. THE WILLIAMS COMPANIES, INC.     2024-06-05
26. WYNN RESORTS, LIMITED     2024-06-05
50. XCEL ENERGY INC.     2024-06-05
88. YUM BRANDS, INC.     2024-06-05
88. YUM CHINA HOLDINGS, INC.     2024-06-05
18. ZIMMER BIOMET     2024-06-05
16. AMDOCS LIMITED     2024-06-05
40. AON PUBLIC LIMITED COMPANY   2012-05-15 2024-06-05
10. AON PUBLIC LIMITED COMPANY     2024-06-05
38. ACCENTURE PLC     2024-06-05
62. COCA-COLA EUROPEAN PARTNERS PL     2024-06-05
38. GENPACT LIMITED     2024-06-05
6. LIBERTY GLOBAL LTD     2024-06-05
38. LIBERTY GLOBAL LTD     2024-06-05
39. SFL CORPORATION LTD     2024-06-05
50. TE CONNECTIVITY LTD     2024-06-05
12. CHECK POINT SOFTWARE TECH. LTD     2024-06-05
. SOUTHERN COPPER CORPORATION   2024-11-29 2024-11-29
22. AFLAC INCORPORATED     2024-12-23
70. ABBVIE INC   2011-03-15 2024-12-23
5. ADOBE INC   2012-07-24 2024-12-23
7. AGILENT TECHNOLOGIES, INC.     2024-12-23
7. AKAMAI TECHNOLOGIES, INC.     2024-12-23
19. ALLSTATE CORPORATION     2024-12-23
73. ALPHABET INC.   2012-05-15 2024-12-23
80. ALPHABET INC.     2024-12-23
80. ALPHABET INC.     2024-12-23
140. AMAZON.COM INC     2024-12-23
6. AMERICAN EXPRESS CO.     2024-12-23
15. CENCORA INC     2024-12-23
5. AMERIPRISE FINANCIAL, INC.   2011-11-01 2024-12-23
4. AMERIPRISE FINANCIAL, INC.     2024-12-23
13. AMGEN INC.   2011-03-15 2024-12-23
56. AMPHENOL CORP CL-A (NEW)     2024-12-23
7. ANSYS, INC.     2024-12-23
10. ELEVANCE HEALTH INC   2012-12-14 2024-12-23
20. APOLLO GLOBAL MANAGEMENT INC   2020-04-06 2024-12-23
384. APPLE INC.     2024-12-23
20. APPLIED MATERIALS INC   2011-12-15 2024-12-23
7. ARROW ELECTRONICS INC.     2024-12-23
15. ASTRAZENECA PLC SPONS ADR     2024-12-23
130. ATMUS FILTRATION TECHNOLOGIES     2024-12-23
4. AUTOLIV, INC.     2024-12-23
15. AUTOMATIC DATA PROCESSING INC     2024-12-23
7. AVERY DENNISON CORPORATION     2024-12-23
14. BALL CORPORATION     2024-12-23
7. BELDEN INC     2024-12-23
80. BOSTON SCIENTIFIC CORP.     2024-12-23
40. BROADCOM INC.     2024-12-23
20. CBRE GROUP, INC.   2012-10-08 2024-12-23
16. CIGNA GROUP/THE   2012-07-24 2024-12-23
15. CIGNA GROUP/THE     2024-12-23
10. CME GROUP INC.     2024-12-23
15. CNA FINCL.CORP.     2024-12-23
201. CSX CORPORATION     2024-12-23
783. COTERRA ENERGY INC     2024-12-23
19. CADENCE DESIGN SYSTEMS INC     2024-12-23
10. CAPITAL ONE FINANCIAL CORP     2024-12-23
11. CELANESE CORPORATION     2024-12-23
30. COGNIZANT TECHNOLOGY     2024-12-23
236. COMCAST CORPORATION     2024-12-23
5. COSTCO WHOLESALE CORPORATION   2017-10-19 2024-12-23
22. COSTCO WHOLESALE CORPORATION     2024-12-23
22. CROWN CASTLE INTL CORP     2024-12-23
15. D.R. HORTON, INC.     2024-12-23
11. DTE ENERGY COMPANY     2024-12-23
5. DT MIDSTREAM, INC.     2024-12-23
7. DARDEN RESTAURANTS, INC.     2024-12-23
14. DAVITA INC     2024-12-23
10. DEERE & COMPANY     2024-12-23
19. DISCOVER FINANCIAL SERVICES     2024-12-23
7. DOVER CORPORATION     2024-12-23
49. EBAY INC.     2024-12-23
4. ECOLAB INC.     2024-12-23
40. ELECTRONIC ARTS   2012-07-24 2024-12-23
4. EQUIFAX INC.     2024-12-23
16. EXXON MOBIL CORPORATION     2024-12-23
35. META PLATFORMS INC-CLASS A   2014-04-23 2024-12-23
4. FACTSET RESEARCH SYSTEMS INC     2024-12-23
7. FAIR ISAAC INC     2024-12-23
19. FIFTH THIRD BANCORP     2024-12-23
7. FIRST CITIZENS BANKSHARES CL A   2020-04-03 2024-12-23
90. FREEPORT-MCMORAN INC   2016-01-14 2024-12-23
1. GARTNER, INC.   2020-04-03 2024-12-23
4. GARTNER, INC.     2024-12-23
4. GROUP 1 AUTOMOTIVE, INC.     2024-12-23
35. HARTFORD INSURANCE GROUP INC/T   2012-06-21 2024-12-23
7. HARTFORD INSURANCE GROUP INC/T     2024-12-23
11. HEXCEL CORPORATION (NEW)     2024-12-23
92. THE HOME DEPOT, INC.     2024-12-23
4. HUMANA INC.     2024-12-23
11. IAC INC     2024-12-23
7. ILLINOIS TOOL WORKS     2024-12-23
13. INGERSOLL RAND INC     2024-12-23
11. INTERNATIONAL PAPER CO.     2024-12-23
7. INTUIT INC     2024-12-23
24. JPMORGAN CHASE & CO     2024-12-23
11. JABIL INC     2024-12-23
2. KONTOOR BRANDS, INC.     2024-12-23
29. ELI LILLY & CO     2024-12-23
40. LOWES COMPANIES INC   2011-10-06 2024-12-23
22. LOWES COMPANIES INC     2024-12-23
80. MARATHON PETROLEUM CORPORATION     2024-12-23
11. MARATHON PETROLEUM CORPORATION     2024-12-23
15. MARSH & MCLENNAN CO INC     2024-12-23
20. MASCO CORPORATION   2011-10-06 2024-12-23
40. MASTERCARD INCORPORATED     2024-12-23
23. MATCH GROUP, INC.     2024-12-23
7. MERCADOLIBRE, INC.     2024-12-23
18. MICROSOFT CORPORATION   2011-08-24 2024-12-23
174. MICROSOFT CORPORATION     2024-12-23
30. MICROCHIP TECHNOLOGY INCORPORA     2024-12-23
4. MICRON TECHNOLOGY, INC.     2024-12-23
15. MODIVCARE INC     2024-12-23
20. MOODY'S CORPORATION   2012-07-24 2024-12-23
11. MOODY'S CORPORATION     2024-12-23
7. MOOG INC CL A     2024-12-23
76. MORGAN STANLEY     2024-12-23
16. MOTOROLA SOLUTIONS INC     2024-12-23
60. NASDAQ INC.   2012-07-24 2024-12-23
160. NEXTERA ENERGY, INC.   2012-05-15 2024-12-23
20. NORTHROP GRUMMAN CORP   2012-05-15 2024-12-23
670. NVIDIA CORPORATION     2024-12-23
54. OLIN CORPORATION     2024-12-23
1. ONEOK INC   2020-09-09 2024-12-23
14. ONEOK INC     2024-12-23
22. PPG INDUSTRIES, INC.     2024-12-23
7. PARKER-HANNIFIN CORP.     2024-12-23
11. PROLOGIS INC     2024-12-23
40. PULTEGROUP INC.   2011-10-06 2024-12-23
46. RTX CORP   2011-08-24 2024-12-23
4. RELIANCE INC     2024-12-23
20. REPUBLIC SERVICES INC   2012-05-15 2024-12-23
2. REPUBLIC SERVICES INC     2024-12-23
76. ROSS STORES,INC     2024-12-23
20. S&P GLOBAL INC.   2011-08-24 2024-12-23
11. SBA COMMUNICATIONS CORPORATION     2024-12-23
16. SALESFORCE INC     2024-12-23
24. A.O. SMITH CORP (DEL)     2024-12-23
9377. SNOWFLAKE INC.     2024-12-23
30. SOUTHERN COPPER CORPORATION     2024-12-23
11. STRYKER CORPORATION     2024-12-23
2. SUNRISE COMMUNICATIONS AG     2024-12-23
2. SYLVAMO CORPORATION     2024-12-23
60. TJX COMPANIES INC (NEW)     2024-12-23
10. T-MOBILE US, INC.   2016-02-26 2024-12-23
40. SOMNIGROUP INTERNATIONAL INC   2020-04-03 2024-12-23
35. TEXAS INSTRUMENTS INC.     2024-12-23
15. TEXTRON INC.DEL.     2024-12-23
11. THERMO FISHER SCIENTIFIC INC   2012-05-15 2024-12-23
19. THERMO FISHER SCIENTIFIC INC     2024-12-23
22. TRAVEL + LEISURE CO.     2024-12-23
11. TYSON FOODS INC CL-A     2024-12-23
10. UNITED RENTALS, INC.   2020-05-08 2024-12-23
56. UNITEDHEALTH GROUP INCORPORATE     2024-12-23
4. VAIL RESORTS, INC.     2024-12-23
20. VALERO ENERGY CORPORATION   2012-05-15 2024-12-23
7. VALERO ENERGY CORPORATION     2024-12-23
15. VISA INC.   2012-05-15 2024-12-23
60. VISA INC.     2024-12-23
7. WEC ENERGY GROUP, INC.     2024-12-23
60. WALMART INC   2011-03-15 2024-12-23
4. WEX INC.     2024-12-23
32. THE WILLIAMS COMPANIES, INC.     2024-12-23
22. WYNDHAM HOTELS & RESORTS, INC.     2024-12-23
7. WYNN RESORTS, LIMITED     2024-12-23
26. YUM BRANDS, INC.     2024-12-23
26. YUM CHINA HOLDINGS, INC.     2024-12-23
4. ALLEGION PUBLIC LIMITED COMPAN     2024-12-23
15. AON PUBLIC LIMITED COMPANY   2012-05-15 2024-12-23
11. ACCENTURE PLC     2024-12-23
19. COCA-COLA EUROPEAN PARTNERS PL     2024-12-23
10. LIBERTY GLOBAL LTD     2024-12-23
15. TE CONNECTIVITY CORPORATION     2024-12-23
15. TRANE TECHNOLOGIES PUBLIC LIMI     2024-12-23
15. GOLAR LNG LIMITED     2024-12-23
4. CHECK POINT SOFTWARE TECH. LTD     2024-12-23
11. ROYAL CARIBBEAN GROUP     2024-12-23
1. GOLDMAN SACHS & CO   2023-01-01 2024-12-31
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,701     6,701
b 4,027     4,027
c 4,629   2,234 2,395
d 5,761     5,761
e 1,981   1,640 341
9,246     9,246
9,154   5,680 3,474
18,116   4,981 13,135
1,521   452 1,069
3,475     3,475
7,020     7,020
2,373     2,373
1,440     1,440
372     372
1,228     1,228
10,044     10,044
70,226   5,549 64,677
42,135     42,135
24,395   1,948 22,447
41,819     41,819
8,391     8,391
112,291   37,727 74,564
4,484     4,484
5,161     5,161
1,526     1,526
3,972   1,864 2,108
11,578     11,578
12,771   1,342 11,429
5,108     5,108
33,393     33,393
13,736     13,736
3,332   1,413 1,919
2,065     2,065
1,571   1,216 355
13,109     13,109
1,450     1,450
5,913     5,913
3,616     3,616
28,309   4,657 23,652
11,895     11,895
2,513     2,513
3,263   2,560 703
28,554     28,554
1,415     1,415
16,226     16,226
7,656   4,050 3,606
12,116   879 11,237
6,083     6,083
30,767     30,767
5,154   978 4,176
2,232     2,232
22,239     22,239
1,103   684 419
1,465   792 673
10,238     10,238
1,468   1,164 304
5,053     5,053
32,970     32,970
5,586     5,586
1,396   1,235 161
801   159 642
3,133   3,036 97
7,362     7,362
6,892     6,892
5,265     5,265
19,830     19,830
6,531     6,531
17,907     17,907
582     582
2,254     2,254
9,547     9,547
5,015   381 4,634
6,353   2,330 4,023
3,232     3,232
62,903     62,903
7,788     7,788
3,633   2,194 1,439
4,366     4,366
1,293     1,293
866   481 385
4,006   1,088 2,918
3,897     3,897
11,098     11,098
2,404   1,351 1,053
4,741   574 4,167
1,754     1,754
1,922     1,922
23,951     23,951
2,529     2,529
4,699     4,699
5,854     5,854
4,768     4,768
4,400     4,400
9,123     9,123
5,400     5,400
2,839     2,839
1,895   1,645 250
5,207   2,275 2,932
8,268   781 7,487
2,880     2,880
4,060     4,060
717     717
116     116
9,551   9,089 462
6,742     6,742
4,795     4,795
3,211     3,211
5,485     5,485
837   767 70
4,270     4,270
2,964   2,393 571
772   513 259
6,550   1,608 4,942
1,632   780 852
6,471   3,072 3,399
2,241   908 1,333
1,675   446 1,229
540     540
1,752     1,752
2,601     2,601
977     977
28,044     28,044
4,562     4,562
876     876
1,073   951 122
1,810   1,556 254
830     830
6,270     6,270
143     143
16,353     16,353
3,336     3,336
1,167     1,167
14,838     14,838
3,745   992 2,753
1,634   980 654
64,438     64,438
16,585     16,585
3,893   1,839 2,054
1,533     1,533
754     754
418     418
398     398
9,135     9,135
730     730
4,820   2,014 2,806
2,150     2,150
1,106     1,106
1,584   394 1,190
722   364 358
840     840
1,094   1,006 88
1,744     1,744
19,556   1,844 17,712
10,416     10,416
6,911     6,911
17,769   12,986 4,783
5,780   3,765 2,015
9,405     9,405
759   149 610
1,386     1,386
5,269     5,269
8,147   759 7,388
4,375     4,375
22,050   2,483 19,567
1,943     1,943
20,620     20,620
3,581   487 3,094
2,788   969 1,819
9,647   4,153 5,494
351     351
169     169
12,296   2,425 9,871
23,388     23,388
8,845   1,197 7,648
863     863
3,765     3,765
452   245 207
2,200   1,808 392
8,518     8,518
732     732
1,554   1,374 180
10,030     10,030
768     768
4,417   837 3,580
13,558     13,558
6,459     6,459
10,742     10,742
21,733     21,733
15,774     15,774
2,746   631 2,115
11,671     11,671
4,897     4,897
2,372     2,372
20,212     20,212
4,226   2,550 1,676
7,572     7,572
4,440     4,440
2,286   898 1,388
10,537   5,349 5,188
189     189
8,659     8,659
5,064   3,565 1,499
4,833   976 3,857
3,196     3,196
354   262 92
8,657   929 7,728
10,520   5,781 4,739
1,670     1,670
17,428   2,792 14,636
3,072   1,054 2,018
601   463 138
6,941   3,761 3,180
2,897     2,897
5,887     5,887
945     945
3,994     3,994
11,428     11,428
6,911     6,911
13,132     13,132
424     424
16,226     16,226
10,185     10,185
1,009   679 330
38,092     38,092
4,316     4,316
4,849   977 3,872
11,462   1,037 10,425
24,071     24,071
6,698     6,698
1,300     1,300
2,136     2,136
1,026     1,026
426     426
28,146     28,146
8,621     8,621
17,579   10,104 7,475
1,507     1,507
9,220   1,185 8,035
3,995     3,995
907   805 102
999     999
503   144 359
2,152     2,152
4,822   2,841 1,981
1,193     1,193
952     952
24,613   6,866 17,747
3,770   588 3,182
3,159     3,159
10,006     10,006
1,051   642 409
1,261     1,261
2,909     2,909
1,069     1,069
5,209     5,209
2,427     2,427
2,767     2,767
12,372     12,372
3,181     3,181
2,025     2,025
1,225     1,225
11,390   1,910 9,480
2,847     2,847
11,030     11,030
4,579     4,579
1,254     1,254
108     108
700     700
548     548
7,445     7,445
1,827     1,827
19     19
2,251     2,251
12,287   1,733 10,554
2,235   151 2,084
935     935
670     670
3,661     3,661
14,156   1,113 13,043
15,513     15,513
15,393     15,393
31,614     31,614
1,785     1,785
3,380     3,380
2,660   224 2,436
2,128     2,128
3,398   690 2,708
3,939     3,939
2,360     2,360
3,672   585 3,087
3,431   411 3,020
97,833     97,833
3,310   207 3,103
802     802
985     985
5,028     5,028
365     365
4,376     4,376
1,315     1,315
778     778
790     790
7,122   413 6,709
9,202     9,202
2,584   388 2,196
4,413   660 3,753
4,137     4,137
2,367     2,367
720     720
6,410     6,410
18,439   3,218 15,221
5,722     5,722
1,791     1,791
753     753
2,361     2,361
8,930     8,930
4,696   788 3,908
20,661     20,661
1,988     1,988
2,087     2,087
1,315     1,315
505     505
1,269     1,269
2,120     2,120
4,283     4,283
3,294     3,294
1,312     1,312
3,125     3,125
946     946
5,876   465 5,411
1,025     1,025
1,685     1,685
20,842   2,153 18,689
1,946     1,946
14,461     14,461
812     812
14,702   1,619 13,083
3,501   365 3,136
481   91 390
1,924     1,924
1,655     1,655
3,818   595 3,223
764     764
677     677
35,834     35,834
999     999
471     471
1,795     1,795
1,186     1,186
590     590
4,458     4,458
5,654   762 4,892
1,593     1,593
172     172
22,608   1,118 21,490
9,868   793 9,075
5,427     5,427
10,602   1,417 9,185
1,458     1,458
3,146     3,146
1,476   138 1,338
20,942     20,942
763     763
12,094     12,094
7,805   444 7,361
75,452     75,452
1,713     1,713
356     356
166     166
9,366   717 8,649
5,151     5,151
1,340     1,340
9,387   564 8,823
7,457     7,457
4,667   440 4,227
11,492   2,626 8,866
9,305   1,197 8,108
91,888     91,888
1,781     1,781
100   21 79
1,397     1,397
2,624     2,624
4,503     4,503
1,141     1,141
4,387   160 4,227
5,329   828 4,501
1,071     1,071
4,016   513 3,503
402     402
11,170     11,170
9,859   770 9,089
2,222     2,222
5,434     5,434
1,636     1,636
1,514,915   140,292 1,374,623
2,776     2,776
3,996     3,996
87     87
160     160
7,221     7,221
2,208   373 1,835
2,209   329 1,880
6,582     6,582
1,133     1,133
5,734   570 5,164
9,904     9,904
1,112     1,112
633     633
7,142   1,179 5,963
28,229     28,229
753     753
2,347   395 1,952
821     821
4,720   438 4,282
18,879     18,879
659     659
5,349   1,042 4,307
677     677
1,710     1,710
2,224     2,224
616     616
3,435     3,435
1,251     1,251
524     524
5,332   716 4,616
3,918     3,918
1,424     1,424
128     128
2,150     2,150
5,611     5,611
628     628
752     752
2,584     2,584
    214,963 -214,963
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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       6,701
b       4,027
c       2,395
d       5,761
e       341
      9,246
      3,474
      13,135
      1,069
      3,475
      7,020
      2,373
      1,440
      372
      1,228
      10,044
      64,677
      42,135
      22,447
      41,819
      8,391
      74,564
      4,484
      5,161
      1,526
      2,108
      11,578
      11,429
      5,108
      33,393
      13,736
      1,919
      2,065
      355
      13,109
      1,450
      5,913
      3,616
      23,652
      11,895
      2,513
      703
      28,554
      1,415
      16,226
      3,606
      11,237
      6,083
      30,767
      4,176
      2,232
      22,239
      419
      673
      10,238
      304
      5,053
      32,970
      5,586
      161
      642
      97
      7,362
      6,892
      5,265
      19,830
      6,531
      17,907
      582
      2,254
      9,547
      4,634
      4,023
      3,232
      62,903
      7,788
      1,439
      4,366
      1,293
      385
      2,918
      3,897
      11,098
      1,053
      4,167
      1,754
      1,922
      23,951
      2,529
      4,699
      5,854
      4,768
      4,400
      9,123
      5,400
      2,839
      250
      2,932
      7,487
      2,880
      4,060
      717
      116
      462
      6,742
      4,795
      3,211
      5,485
      70
      4,270
      571
      259
      4,942
      852
      3,399
      1,333
      1,229
      540
      1,752
      2,601
      977
      28,044
      4,562
      876
      122
      254
      830
      6,270
      143
      16,353
      3,336
      1,167
      14,838
      2,753
      654
      64,438
      16,585
      2,054
      1,533
      754
      418
      398
      9,135
      730
      2,806
      2,150
      1,106
      1,190
      358
      840
      88
      1,744
      17,712
      10,416
      6,911
      4,783
      2,015
      9,405
      610
      1,386
      5,269
      7,388
      4,375
      19,567
      1,943
      20,620
      3,094
      1,819
      5,494
      351
      169
      9,871
      23,388
      7,648
      863
      3,765
      207
      392
      8,518
      732
      180
      10,030
      768
      3,580
      13,558
      6,459
      10,742
      21,733
      15,774
      2,115
      11,671
      4,897
      2,372
      20,212
      1,676
      7,572
      4,440
      1,388
      5,188
      189
      8,659
      1,499
      3,857
      3,196
      92
      7,728
      4,739
      1,670
      14,636
      2,018
      138
      3,180
      2,897
      5,887
      945
      3,994
      11,428
      6,911
      13,132
      424
      16,226
      10,185
      330
      38,092
      4,316
      3,872
      10,425
      24,071
      6,698
      1,300
      2,136
      1,026
      426
      28,146
      8,621
      7,475
      1,507
      8,035
      3,995
      102
      999
      359
      2,152
      1,981
      1,193
      952
      17,747
      3,182
      3,159
      10,006
      409
      1,261
      2,909
      1,069
      5,209
      2,427
      2,767
      12,372
      3,181
      2,025
      1,225
      9,480
      2,847
      11,030
      4,579
      1,254
      108
      700
      548
      7,445
      1,827
      19
      2,251
      10,554
      2,084
      935
      670
      3,661
      13,043
      15,513
      15,393
      31,614
      1,785
      3,380
      2,436
      2,128
      2,708
      3,939
      2,360
      3,087
      3,020
      97,833
      3,103
      802
      985
      5,028
      365
      4,376
      1,315
      778
      790
      6,709
      9,202
      2,196
      3,753
      4,137
      2,367
      720
      6,410
      15,221
      5,722
      1,791
      753
      2,361
      8,930
      3,908
      20,661
      1,988
      2,087
      1,315
      505
      1,269
      2,120
      4,283
      3,294
      1,312
      3,125
      946
      5,411
      1,025
      1,685
      18,689
      1,946
      14,461
      812
      13,083
      3,136
      390
      1,924
      1,655
      3,223
      764
      677
      35,834
      999
      471
      1,795
      1,186
      590
      4,458
      4,892
      1,593
      172
      21,490
      9,075
      5,427
      9,185
      1,458
      3,146
      1,338
      20,942
      763
      12,094
      7,361
      75,452
      1,713
      356
      166
      8,649
      5,151
      1,340
      8,823
      7,457
      4,227
      8,866
      8,108
      91,888
      1,781
      79
      1,397
      2,624
      4,503
      1,141
      4,227
      4,501
      1,071
      3,503
      402
      11,170
      9,089
      2,222
      5,434
      1,636
      1,374,623
      2,776
      3,996
      87
      160
      7,221
      1,835
      1,880
      6,582
      1,133
      5,164
      9,904
      1,112
      633
      5,963
      28,229
      753
      1,952
      821
      4,282
      18,879
      659
      4,307
      677
      1,710
      2,224
      616
      3,435
      1,251
      524
      4,616
      3,918
      1,424
      128
      2,150
      5,611
      628
      752
      2,584
      -214,963
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 4,026,665
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 58,524
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 58,524
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 58,524
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 37,386
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 48,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 85,386
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 26,862
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow26,862 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
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 arrow  
14
The books are in care ofright arrowGoldman Sachs Trust Company of Delaware Telephone no.right arrow (302) 688-4350

Located atright arrow200 BELLEVUE PARKWAY SUITE 250WILMINGTONDE ZIP+4right arrow198093747
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
SATISH DHARMARAJ DIRECTOR, CHAIRPERSON, PRESIDENT
0
0    
200 BELLEVUE PKWY SUITE 250
WILMINGTON,DE19809
SMITA DHARMARAJ DIRECTOR, SECRETARY, TREASURER
0
0    
200 BELLEVUE PKWY SUITE 250
WILMINGTON,DE19809
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
11,863,741
b
Average of monthly cash balances.......................
1b
979,391
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
12,843,132
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
12,843,132
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
192,647
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,650,485
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
632,524
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
632,524
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
58,524
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
58,524
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
574,000
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
574,000
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
574,000
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
1,884,835
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,884,835
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 7 574,000
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...... 0
b From 2020...... 0
c From 2021...... 2,214,790
d From 2022...... 398,748
e From 2023...... 326,733
f Total of lines 3a through e ........ 2,940,271
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,884,835
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..... 574,000
e Remaining amount distributed out of corpus 1,310,835
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 4,251,106
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 ......
4,251,106
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 2,214,790
c Excess from 2022.... 398,748
d Excess from 2023.... 326,733
e Excess from 2024.... 1,310,835
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
GOLDMAN SACHS TRUST COMPANY OF DE
200 BELLEVUE PKWY SUITE 250
WILMINGTON,DE19809
(302) 793-3290
bThe form in which applications should be submitted and information and materials they should include:
SEE FOOTNOTE
cAny submission deadlines:
NO SPECIFIC DEADLINE.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE FOOTNOTE
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

HARVARD UNIVERSITY

1033 MASS AVENUE
CAMBRIDGE,MA02138
NONE PC SCHOLARSHIP 20,452

PARSONS SCHOOL OF DESIGN

66 W 12TH ST
NEW YORK,NY10011
NONE PC SCHOLARSHIP 62,472

COLUMBIA UNIVERSITY FINE ARTS MAJOR

210 KENT HALL MC 9203
AMSTERDAM AVE,NY10027
NONE PC SCHOLARSHIP 73,741

SHANTI BHAVAN CHILDREN'S PROJECT INC

141 HAWKINS PLACE PMB 192
BOONTON,NJ070051127
NONE PC SCHOLARSHIP 1,000,000

THE DAVID SHELDRICK WILDLIFE TRUST USA

25283 CABOT ROAD SUITE 101
LAGUNA HILLS,CA92653
NONE PC PROGRAM SUPPORT 250,000

DUKE UNIVERSITY

ALUMNI AND DEVELOPMENT RECORDS
DURHAM,NC27708
NONE PC SCHOLARSHIP 17,245

PURUDE UNIVERSITY GLOBAL INC

2550 NORTHWESTERN AVE STE 1100
WEST LAFAYETTE,IN479061332
NONE PC SCHOLARSHIP 4,426

UNITEK COLLEGE STUDENT NURSES ASSOCIATIO

PO BOX 6003
FREMONT,CA94538
NONE PC SCHOLARSHIP 40,218

CAL STATE EAST BAY EDUCATIONAL
FOUNDATION
25800 CARLOS BEE BLVD SA 2750
HAYWARD,CA94542
NONE PC SCHOLARSHIP 2,539

UNIVERSITY OF SOUTHERN CALIFORNIA

UNIVERSITY PARK CAMPUS 3551
LOS ANGELES,CA90089
NONE PC SCHOLARSHIP 300,000

UCLA FOUNDATION

10889 WILSHIRE BOULEVARD
LOS ANGELES,CA90024
NONE PC SCHOLARSHIP 14,019
Total .................................right arrow 3a 1,785,112
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 237,402  
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 4,026,665  
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) ..   4,264,067  
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,264,067
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
RAJAM FAMILY FOUNDATION
 
Employer identification number

86-2217899
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
RAJAM FAMILY FOUNDATION
 
Employer identification number
86-2217899
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
SATISH AND SMITA DHARMARAJ
200 BELLEVUE PARKWAY
 
WILMINGTON, DE19809

$ 3,099,474


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
RAJAM FAMILY FOUNDATION
 
Employer identification number

86-2217899
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
MARKETABLE SECURITIES $ 3,099,474 2024-01-31
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
RAJAM FAMILY FOUNDATION
 
Employer identification number

86-2217899
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
RAJAM FAMILY FOUNDATION
EIN:
86-2217899
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT FEES 38,069     38,069

TY 2024 InvestmentsCorpBondsSchedule
Name:
RAJAM FAMILY FOUNDATION
EIN:
86-2217899
Name of Bond End of Year Book Value End of Year Fair Market Value
912796ZD4 U.S. TREASURY BILL D    
91282CBR1 U.S. TREASURY NOTE 0    
91282CCV1 U.S. TREASURY NOTE 1 92,948 92,243
91282CDJ7 U.S. TREASURY NOTE 1 122,312 118,732
91282CDL2 U.S. TREASURY NOTE 1 1,820 1,799
91282CDW8 U.S. TREASURY NOTE 1 29,316 29,127
88579YBN0 3M COMPANY 3.05% 04/ 32,221 32,305
00914AAM4 AIR LEASE CORP 1.875 14,109 14,404
02665WCJ8 AMERICAN HONDA FINAN    
05329WAQ5 AUTONATION INC 4.75% 16,873 17,448
05526DBP9 B.A.T. CAPITAL CORPO 8,816 9,066
06051GHT9 BANK OF AMERICA CORP 17,389 17,834
06368BGS1 BANK OF MONTREAL HYB 2,708 2,876
14040HCT0 CAPITAL ONE FINANCIA 15,055 15,703
17327CAN3 CITIGROUP INC. HYBRI 15,579 16,104
20030NBH3 COMCAST CORPORATION 11,433 11,439
209111GA5 CON EDISON CO OF NY 4,292 4,299
22822VAV3 CROWN CASTLE INTL CO 14,081 14,244
24703TAE6 DELL INT LLC / EMC C 11,916 12,182
26078JAC4 DOWDUPONT INC. 4.493 28,994 29,095
26442UAH7 DUKE ENERGY PROGRESS 1,892 1,915
29250NAL9 ENBRIDGE INC 4.25% 1 26,638 26,836
29364DAU4 ENTERGY ARKANSAS, LL 1,970 1,991
29379VBV4 ENTERPRISE PRODUCTS 4,574 4,718
35137LAL9 FOX CORP 3.5% 04/08/ 24,235 24,374
35137LAH8 FOX CORPORATION 4.70 1,960 2,018
37045XDV5 GENERAL MOTORS FINL 6,499 6,832
458140CA6 INTEL CORPORATION 4. 30,963 29,668
46647PBH8 JPMORGAN CHASE & CO. 17,489 18,004
49456BAG6 KINDER MORGAN, INC. 1,897 1,960
571748BG6 MARSH & MCLENNAN COM 2,936 2,986
61747YEC5 MORGAN STANLEY HYBRI 29,534 30,633
62954HAZ1 NXP B.V. 3.875% 06/1 20,632 20,738
68389XAV7 ORACLE CORPORATION 4 8,080 8,466
720186AL9 PIEDMONT NATURAL GAS 11,309 11,346
756109BH6 REALTY INCOME CORP 3 1,904 1,950
776743AJ5 ROPER TECHNOLOGIES, 5,947 5,966
828807DE4 SIMON PROPERTY GROUP 15,311 15,539
86562MAV2 SUMITOMO MITSUI FINA 2,866 2,914
87612EBJ4 TARGET CORPORATION 2 3,553 3,589
91159HJJ0 U.S. BANCORP HYBRID 3,120 3,101
912828WJ5 U.S. TREASURY NOTE 2    
254687FQ4 WALT DISNEY COMPANY 13,287 13,556
95000U2X0 WELLS FARGO & COMPAN 16,819 17,070
961214EF6 WESTPAC BANKING CORP 41,811 45,108
38150B657 GS HIGH YIELD FUND C 4,100 12,138
88579YBG5 3M COMPANY MTN 3.375 12,040 12,408
00912XAT1_A AIR LEASE CORPORAT    
06051GJQ3 BANK OF AMERICA CORP 15,201 15,498
06051GHG7 BANK OF AMERICA CORP 11,335 11,791
06368EDC3 BANK OF MONTREAL HYB 27,987 28,937
071813CL1 BAXTER INTERNATIONAL 25,897 26,614
071813CS6 BAXTER INTERNATIONAL 11,234 10,981
14040HBN4_A CAPITAL ONE FINANC    
14040HCN3 CAPITAL ONE FINANCIA 10,684 11,226
15189YAF3 CENTERPOINT ENERGY R 13,974 13,481
15189YAG1 CENTERPOINT ENERGY R 11,918 12,324
17327CAM5 CITIGROUP INC. HYBRI 15,110 15,441
U2526DAC3_A DELL INTERNATIONAL    
37045VAY6 GENERAL MOTORS COMPA 17,393 18,323
458140CG3 INTEL CORPORATION 5. 2,923 2,962
45866FAK0 INTERCONTINENTALEXCH 40,305 40,670
46647PCB0 JPMORGAN CHASE & CO. 16,086 16,369
46647PCP9 JPMORGAN CHASE & CO. 10,988 11,401
494550AT3 KINDER MORGAN ENERGY 13,590 14,331
494550BC9_A KINDER MORGAN INC    
548661EL7 LOWE'S COMPANIES, IN 14,411 14,932
55261FAR5 M&T BANK CORPORATION 19,986 20,568
6174468V4 MORGAN STANLEY HYBRI 16,090 16,404
65339KBJ8 NEXTERA ENERGY CAPIT 7,679 7,619
65339KCM0 NEXTERA ENERGY CAPIT 10,808 11,199
62954HAV0 NXP BV/NXP FDG/NXP U 14,047 14,585
718172CY3 PHILIP MORRIS INTERN 12,931 13,277
756109BR4 REALTY INCOME CORPOR 10,109 10,079
761713BG0 REYNOLDS AMERICAN IN 16,951 16,993
828807CY1 SIMON PROPERTY GROUP 6,859 6,845
87165BAL7 SYNCHRONY FINANCIAL 10,711 10,925
891160MJ9 TORONTO-DOMINION BAN 17,093 17,676
91159HJJ0_A U.S. BANCORP HYBRI    
912810FT0 U.S. TREASURY BOND 4 105,482 105,668
912828ZQ6 U.S. TREASURY NOTE 0 38,332 38,597
91282CBJ9 U.S. TREASURY NOTE 0 45,142 44,176
91282CBL4 U.S. TREASURY NOTE 1    
91282CCS8 U.S. TREASURY NOTE 1 15,071 14,773
91282CCY5 U.S. TREASURY NOTE 1 96,930 94,158
912828YB0 U.S. TREASURY NOTE 1 109,939 111,695
912828YY0 U.S. TREASURY NOTE 1    
912828YX2 U.S. TREASURY NOTE 1 28,970 28,583
91282CDY4 U.S. TREASURY NOTE 1 50,867 47,496
92343VEU4 VERIZON COMMUNICATIO 23,408 24,064
92857WBJ8 VODAFONE GROUP PUBLI    
95000U2F9 WELLS FARGO & COMPAN 27,041 27,386
38141W273 GS FS GOVERNMENT MM 253,661 253,661
912828W48 U.S. TREASURY NOTE 1 48,039 47,277
91282CES6 U.S. TREASURY NOTE 2 38,624 38,835
91282CEB3 U.S. TREASURY NOTE 1 28,079 28,268
49456BAU5 KINDER MORGAN INC 1. 18,078 18,056
260543DJ9 DOW CHEMICAL CO/THE 13,825 13,966
14040HCY9 CAPITAL ONE FINANCIA 13,265 13,379
126650ED8 CVS HEALTH CORPORATI 13,086 12,843
00914AAT9 AIR LEASE CORPORATIO 12,232 12,331
68389XBH7 ORACLE CORPORATION 3 10,312 10,497
24703DBJ9 DELL INTERNATIONAL L 10,111 10,339
444859BY7 HUMANA INC. 5.95% 03 10,325 10,246

TY 2024 InvestmentsCorpStockSchedule
Name:
RAJAM FAMILY FOUNDATION
EIN:
86-2217899
Name of Stock End of Year Book Value End of Year Fair Market Value
09253F804 ISHARES RUSSELL 2000 270,049 324,811
78462F103 SPDR S&P 500 ETF TRU 8,023,381 10,230,026
922908595 VANGUARD INDEX FUNDS    
833445109 SNOWFLAKE INC. CMN C    
922908637 VANGUARD INDEX FUNDS 249,856 299,661

TY 2024 LegalFeesSchedule
Name:
RAJAM FAMILY FOUNDATION
EIN:
86-2217899
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 2,726     2,726


TY 2024 OtherDecreasesSchedule
Name:
RAJAM FAMILY FOUNDATION
EIN:
86-2217899
Description Amount
DIFF. OF MV OVER BASIS OF CONTRIB ASSET 2,610,315


TY 2024 OtherExpensesSchedule
Name:
RAJAM FAMILY FOUNDATION
EIN:
86-2217899
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEE 910 0   910
OTHER EXPENSES 420 0   420


TY 2024 OtherIncreasesSchedule
Name:
RAJAM FAMILY FOUNDATION
EIN:
86-2217899
Description Amount
COST BASIS ADJUSTMENT 12,183


TY 2024 OtherProfessionalFeesSchedule
Name:
RAJAM FAMILY FOUNDATION
EIN:
86-2217899
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CHARITABLE ADVISORY FEES 57,598     57,598
INVESTMENT MANAGEMENT FEES 53,704 53,704    


TY 2024 TaxesSchedule
Name:
RAJAM FAMILY FOUNDATION
EIN:
86-2217899
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ESTIMATE TAXES PAID 12,000 0   0
PRIOR YEAR FEDERAL TAX PAYMENT 40,000 0   0
FOREIGN TAXES 13 13   0