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
EDWARD JOHN NOBLE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)5 SOUND VIEW COURT
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREENWICH, CT06830
A Employer identification number

06-1055586
B Telephone number (see instructions)

(860) 254-0644
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$120,968,918
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 888,577 888,577  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,820,976
b Gross sales price for all assets on line 6a 16,789,275
7 Capital gain net income (from Part IV, line 2)... 6,820,976
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)....... 1,584,429 1,579,090  
12 Total. Add lines 1 through 11........ 9,293,982 9,288,643  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 780,003 327,601   452,402
14 Other employee salaries and wages...... 156,044 93,626   62,418
15 Pension plans, employee benefits....... 190,926 89,735   95,275
16a Legal fees (attach schedule)......... 78,998 0   11,477
b Accounting fees (attach schedule)....... 162,391 121,793   24,398
c Other professional fees (attach schedule).... 732,256 645,195   80,989
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 169,789 43,976   12,505
19 Depreciation (attach schedule) and depletion... 126,140 0  
20 Occupancy.............. 290,142 5,803   284,339
21 Travel, conferences, and meetings....... 3,013 1,446   1,499
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 128,273 21,952   131,941
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,817,975 1,351,127   1,157,243
25 Contributions, gifts, grants paid....... 5,464,230 4,964,230
26 Total expenses and disbursements. Add lines 24 and 25 8,282,205 1,351,127   6,121,473
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,011,777
b Net investment income (if negative, enter -0-) 7,937,516
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............. 252,940 860,370 860,370
2 Savings and temporary cash investments.........   3,287,359 3,287,359
3 Accounts receivable right arrow52,855
Less: allowance for doubtful accounts right arrow     52,855 52,855
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.......... 31,872 42,697 42,697
10a Investments—U.S. and state government obligations (attach schedule) 2,873,516 Click to see attachment
List of Attached Documents:
// Content
2,446,719
2,446,719
b Investments—corporate stock (attach schedule)....... 33,553,356 Click to see attachment
List of Attached Documents:
// Content
31,278,336
31,278,336
c Investments—corporate bonds (attach schedule)....... 8,883,242 Click to see attachment
List of Attached Documents:
// Content
816,033
816,033
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).......... 64,296,343 Click to see attachment
List of Attached Documents:
// Content
80,272,539
80,272,539
14 Land, buildings, and equipment: basis right arrow2,164,060
Less: accumulated depreciation (attach schedule) right arrow696,135 1,594,065 Click to see attachment
List of Attached Documents:
// Content
1,467,925
1,467,925
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
3,197
Click to see attachment
List of Attached Documents:
// Content
444,085
Click to see attachment
List of Attached Documents:
// Content
444,085
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 111,488,531 120,968,918 120,968,918
Liabilities 17 Accounts payable and accrued expenses..........   201,983
18 Grants payable.................   500,000
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) Click to see attachment
List of Attached Documents:
// Content
0
Click to see attachment
List of Attached Documents:
// Content
803,255
23 Total liabilities (add lines 17 through 22)......... 0 1,505,238
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........... 111,488,531 119,463,680
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)..... 111,488,531 119,463,680
30 Total liabilities and net assets/fund balances (see instructions). 111,488,531 120,968,918
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
111,488,531
2
Enter amount from Part I, line 27a .....................
2
1,011,777
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
8,273,112
4
Add lines 1, 2, and 3 ..........................
4
120,773,420
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,309,740
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
119,463,680
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 MARKETABLE SECURITIES   2024-01-01 2024-12-31
b BBH WEALTH STRATEGIES LLC - ALTAROCK PARTNER SERIES P 2024-01-01 2024-12-31
c BBH WEALTH STRATEGIES LLC BARES MID-LARGE CAP SERIES P 2024-01-01 2024-12-31
d BBH WEALTH STRATEGIES LLC BOWIE GLOBAL EQUITY SERIES P 2024-01-01 2024-12-31
e BBH WEALTH STRATEGIES LLC CLARKSTON CAPITAL PARTNERS SMALL-MID CAP SERIES P 2024-01-01 2024-12-31
BBH WEALTH STRATEGIES LLC GQG PARTNERS EMERGING MARKET EQUITY SERIES P 2024-01-01 2024-12-31
BBH WEALTH STRATEGIES LLC - MAKAIRA PARTNERS SERIES P 2024-01-01 2024-12-31
BBH WEALTH STRATEGIES LLC - SELECT EQUITY SERIES P 2024-01-01 2024-12-31
BBH WEALTH STRATEGIES LLC - TRINITY STREET INTERNATIONAL PARTNER SERIES P 2024-01-01 2024-12-31
HIMALYA CAPTITAL INVESTORS LP P 2024-01-01 2024-12-31
MOONRISE VENTURE PARTNERS III LP P 2024-01-01 2024-12-31
SELECT EQUITY FUND LP P 2024-01-01 2024-12-31
(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 16,789,275   13,776,086 3,013,189
b       435,884
c       96,412
d       -7,406
e       17,755
      314,761
      33,713
      510,899
      118,646
      23,318
      -16,143
      2,279,948
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       3,013,189
b       435,884
c       96,412
d       -7,406
e       17,755
      314,761
      33,713
      510,899
      118,646
      23,318
      -16,143
      2,279,948
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 6,820,976
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) 1 110,331
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........................... 3 110,331
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- ..... 5 110,331
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 85,341
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 75,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 160,341
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
8 734
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 49,276
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow49,276 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowCT
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 arrowCHRISTINE BREITE Telephone no.right arrow (203) 661-0281

Located atright arrow5 SOUND VIEW COURTGREENWICHCT ZIP+4right arrow06830
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)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
EJ NOBLE SMITH CHAIRMAN AND PRESIDENT
30.00
298,483 31,919 0
5 SOUND VIEW COURT
GREENWICH,CT06830
CHRISTINE BREITE CHIEF FINANCIAL OFFICER
30.00
222,516 21,523 0
5 SOUND VIEW COURT
GREENWICH,CT06830
SARAH N SMITH SECRETARY AND DIRECTOR
1.00
2,308 0 0
5 SOUND VIEW COURT
GREENWICH,CT06830
DANIEL L MOSLEY ESQ DIRECTOR
1.00
0 0 0
5 SOUND VIEW COURT
GREENWICH,CT06830
EDWARD N SMITH DIRECTOR
1.00
0 0 0
5 SOUND VIEW COURT
GREENWICH,CT06830
MARIBETH S SMITH DIRECTOR
1.00
0 0 0
5 SOUND VIEW COURT
GREENWICH,CT06830
E MARY HEFFERNAN FORMER CFO
0.00
256,696 0 0
5 SOUND VIEW COURT
GREENWICH,CT06830
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
LESLIE STODDART FORMER BOOKKEEPER
5.00
132,592 35,543 0
5 SOUND VIEW COURT
GREENWICH,CT06830
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
ROCKEFELLER CO INVESTMENT MANAGEMENT 349,002
30 ROCKEFELLER PLAZA
NEW YORK,NY10112
BANK OF AMERICA INVESTMENT MANAGEMENT 143,848
ONE BRYANT PARK
NEW YORK,NY10036
RUANNE CUNNIFF GOLDFARB INVESTMENT MANAGEMENT 121,982
9 WEST 57TH ST SUITE 5000
NEW YORK,NY10019
AQUILANCE LLC ACCOUNTING 76,741
100 TECHNOLOGY DRIVE
TRUMBULL,CT06611
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
117,213,042
b
Average of monthly cash balances.......................
1b
734,046
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
117,947,088
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
117,947,088
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,769,206
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
116,177,882
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,808,894
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
5,808,894
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
110,331
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
773
c
Add lines 2a and 2b............................
2c
111,104
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,697,790
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
5,697,790
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
5,697,790
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
6,121,473
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
6,121,473
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 5,697,790
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 928,189
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 6,121,473
a Applied to 2023, but not more than line 2a 928,189
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..... 5,193,284
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
504,506
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
EJ NOBLE SMITH
5 SOUND VIEW COURT
GREENWICH,CT06830
(203) 661-0281
ADMIN@EJNF.ORG
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS SHOULD BE INITIATED BY LETTER, DESCRIBING THE PROJECT FOR WHICH SUPPORT IS REQUESTED. INCLUDED OR ATTACHED SHOULD BE: 1. A BRIEF DESCRIPTION OF THE NATURE AND PURPOSE OF THE ORGANIZATION. 2. A CONCISE STATEMENT OF THE NEED FOR AND OBJECTIVES OF THE PROJECT, THE METHODS BY WHICH IT WILL BE CARRIED OUT, AND ITS ANTICIPATED DURATION. 3. THE QUALIFICATIONS OF THE KEY PERSONNEL INVOLVED. 4. A PROGRAM BUDGET. 5. A LIST OF OTHER SOURCES OF SUPPORT ASSURED AND BEING SOUGHT. 6. A COPY OF THE ORGANIZATION'S MOST RECENT 501 (C)(3) AND 509 (A) RULINGS FROM THE IRS. 7. A COPY OF THE ORGANIZATION'S MOST RECENT ANNUAL AUDIT OR FINANCIAL STATEMENT. 8. A LIST OF OFFICERS AND DIRECTORS OR TRUSTEES. ALL REQUESTS WILL BE REVIEWED AND ANSWERED AS SOON AS POSSIBLE. IF THE FOUNDATION IS ABLE TO GIVE FURTHER CONSIDERATION TO A PROPOSAL, ADDITIONAL INFORMATION WILL BE REQUESTED AS NEEDED AND A MEETING ARRANGED BY THE FOUNDATION, IF APPROPRIATE.
cAny submission deadlines:
NO SUBMISSION DEADLINES
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE FOUNDATION'S PRINCIPAL INTERESTS LIE IN THE ARTS, EDUCATION, CONSERVATION AND HEALTH. OUR PRIORITIES CAN BE DESCRIBED BRIEFLY AS FOLLOWS: ARTS AND EDUCATION: TO ASSIST CULTURAL ORGANIZATIONS AND COMMUNITY ORGANIZATIONS WITH AN EMPHASIS ON EDUCATION PROGRAMS AND INTERNSHIPS PRIMARILY IN THE CT AND NY REGION. CONSERVATION: TO SUPPORT THE SEVERAL CONSERVATION PROJECTS ON ST. CATHERINE'S ISLAND, GA AND SELECTED OTHER ORGANIZATIONS WHICH HELP PRESERVE THE NATURAL ENVIRONMENT AND TO DEFRAY THE DEGRADATION OF THE PLANET. HEALTH: GENERAL SUPPORT IN THE CT AND NY REGION. APPLICANTS SHOULD NOTE THAT THE FOUNDATION GENERALLY DOES NOT CONSIDER SUPPORT FOR BUILDINGS OR EQUIPMENT, AND IT DOES NOT MAKE GRANTS TO INDIVIDUALS.
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

AMERICAN MUSEUM OF NATURAL HISTORY

200 CENTRAL PARK WEST
NEW YORK,NY10024
NONE PC ST CATHERINES ISLAND ARCHAEOLOGICAL PROJECT 386,730

BRUCE MUSEUM INC

1 MUSEUM DRIVE
GREENWICH,CT06830
NONE PC GENERAL SUPPORT 25,000

CAMP MOHAWK INC

PO BOX 1209
LITCHFIELD,CT06759
NONE PC GENERAL SUPPORT 25,000

CARNEGIE HALL CORPORATION

881 SEVENTH AVENUE
NEW YORK,NY10019
NONE PC ENSEMBLE CONNECT PROGRAMMING 1,500

CARTIE CORP

326 NAVAJO LOOP
SHELTON,CT06484
NONE PC GENERAL SUPPORT 2,500

CLIMATE ADOVOCATES VOCES UNIDAS

518 OLD SANTA FE TRAILSTA 1-405
SANTA FE,NM87505
NONE PC GENERAL SUPPORT 150,000

COLUMBIA UNIVERSITY SCHOOL OF THE ARTS

COLUMBIA ALUMNI CENTER - ATTN GIFT
SYSTEMS622 WEST 113TH STREET MC 452
NEW YORK,NY10025
NONE PC NEW PLAYS NOW FESTIVAL AT THE SCHOOL OF THE ARTS IN MEMORY OF HOWARD STEIN 10,000

DEE NORTON LOWCOUNTRY CHILDREN'S CENTER INC

1061 KING STREET
CHARLESTON,SC29403
NONE PC COLLABORATIVE COMMUNITY RESPONSE TO CHILD ABUSE (CCRCA) PROGRAM 10,000

DUBLIN SCHOOL INC

PO BOX 522
DUBLIN,NH03444
NONE PC GENERAL SUPPORT 5,000

FAIRFIELD UNIVERSITY

1073 NORTH BENSON ROADDNM 2518
FAIRFIELD,CT06824
NONE PC 2024-2025 GRANT - HEALTH AND WELLNESS CENTER 25,000

FAMILY CENTERS INC

40 ARCH STREET
GREENWICH,CT06830
NONE PC EARLY CARE AND EDUCATION (ECE) PROGRAM 25,000

GREENWICH HOSPITAL

35 RIVER ROAD
COS COB,CT06807
NONE PC PEDIATRICS PROGRAM 50,000

HEART INCLUSIVE ARTS COMMUNITY

6296 RIVERS AVENUE
CHARLESTON,SC29406
NONE PC GENERAL SUPPORT 10,000

MADISON SQUARE BOYS & GIRLS CLUB FOUNDATION INC

PO BOX 1185
NEW YORK,NY10039
NONE PC GENERAL SUPPORT 25,000

MUSEUM OF MODERN ART

11 WEST 53RD STREET
NEW YORK,NY10019
NONE PC MOMA FILM COMMITTEE GENERAL SUPPORT 10,000

NORTH COUNTRY FAMILY HEALTH CENTER INC

238 ARSENAL STREET
WATERTOWN,NY13601
NONE PC NORTH COUNTRY CHILDREN'S CLINIC (NOCO) - GENERAL SUPPORT 3,000

PAGE SEVENTY-THREE PRODUCTIONS INC

80 HANSON PLACESUITE 305
BROOKLYN,NY11217
NONE PC GENERAL SUPPORT 1,000

PRIMARY STAGES COMPANY INC

520 8TH AVE312
NEW YORK,NY10018
NONE PC GENERAL SUPPORT 10,000

RIVER HOSPITAL INC

4 FULLER STREET
ALEXANDRIA BAY,NY13607
NONE PC GENERAL SUPPORT 5,000

SAINT DAVID'S SCHOOL

12 EAST 89TH STREET
NEW YORK,NY10128
NONE PC GENERAL SUPPORT 10,000

SAVE THE RIVER INC

409 RIVERSIDE DRIVE
CLAYTON,NY13624
NONE PC GENERAL SUPPORT 2,500

ST BARNABAS CHURCH

954 LAKE AVENUE
GREENWICH,CT06831
NONE PC GENERAL SUPPORT 15,000

ST LAWRENCE UNIVERSITY

23 ROMADA DRIVE
CANTON,NY13617
NONE PC ANTHONY AND CONSTANCE SOUPIOS P71 SCHOLARSHIP 1,000,000

ST LAWRENCE UNIVERSITY

23 ROMADA DRIVE
CANTON,NY13617
NONE PC PERFORMANCE AND COMMUNICATION ARTS THEATER 5,000

ST LAWRENCE UNIVERSITY

23 ROMADA DRIVE
CANTON,NY13617
NONE PC CENTER FOR THE ENVIRONMENT CURRENT USE 5,000

ST THOMAS MORE PLAY GROUP INC

65 EAST 89TH STREET
NEW YORK,NY10128
NONE PC GENERAL SUPPORT 15,000

ST CATHERINE'S ISLAND FOUNDATION INC

182 CAMELLIA ROAD
MIDWAY,GA31320
NONE POF GENERAL OPERATIONS 3,000,000

THE ANTIQUE BOAT MUSEUM

750 MARY STREET
CLAYTON,NY13625
NONE PC BOATYARD CAMPAIGN 15,000

THE BUSHWICK STARR INC

419 ELDERT STREET
BROOKLYN,NY11237
NONE PC GRAND OPENING GALA -ARTIST SPONSOR FOR 4 SEATS 2,000

THE HANDWEAVING MUSEUM & ARTS CENTER DBA THOUSAND ISLANDS ARTS CENTER

314 JOHN STREET
CLAYTON,NY13624
NONE PC GENERAL SUPPORT 5,000

THE JUILLIARD SCHOOL

60 LINCOLN CENTER PLAZA
NEW YORK,NY10023
NONE PC JULLIARD COUNCIL 15,000

THE JUILLIARD SCHOOL

60 LINCOLN CENTER PLAZA
NEW YORK,NY10023
NONE PC JUNE NOBLE LARKIN JAZZ SCHOLARSHIP 10,000

THE PALEY CENTER FOR MEDIA

25 WEST 52ND STREET
NEW YORK,NY10019
NONE PC PALEY HONORS 30,000

THE THOUSAND ISLANDS PERFORMING ARTS FUND INC DBA CLAYTON OPERA HOUSE

403 RIVERSIDE DRIVE
CLAYTON,NY13624
NONE PC MANDY GONZALEZ- BROADWAY SINGER QUARTET- SPONSOR SHOW 7,500

THOUSAND ISLANDS LAND TRUST INC

PO BOX 238
CLAYTON,NY13624
NONE PC GENERAL SUPPORT 5,000

TRIDENT TECHNICAL COLLEGE FOUNDATION INC

PO BOX 118067
CHARLESTON,SC29423
NONE PC NURSING PROGRAM 10,000

WHITE HERON THEATER COMPANY

5 NORTH WATER STREET
NANTUCKET,MA02554
NONE PC GENERAL SUPPORT 2,500

YALE UNIVERISITY SCHOOL OF DRAMA

PO BOX 208244
NEW HAVEN,CT06520
NONE PC YALEUNIVERSITY / FOR SUPPORT OF THE BOARD OFADVISORS SCHOLARSHIP IN RECOGNITION OF JAMES BUNDY AT THE DAVID GEFFEN SCHOOL OF DRAMA 5,000

YALE UNIVERISITY SCHOOL OF DRAMA

PO BOX 208244
NEW HAVEN,CT06520
NONE PC YALE UNIVERSITY / FOR GENERAL SUPPORT OF THE HOWARD STEIN SCHOLARSHIP FUND AT THE DAVID GEFFEN SCHOOL OF DRAMA. 5,000

YALE UNIVERISITY SCHOOL OF DRAMA

PO BOX 208244
NEW HAVEN,CT06520
NONE PC DAVID GEFFEN SCHOOL OF DRAMA FOR GENERAL SUPPORT 10,000

YALE UNIVERISITY SCHOOL OF DRAMA

PO BOX 208244
NEW HAVEN,CT06520
NONE PC IN SUPPORT OF THE DRAMATIC ARTS BUILDING (DAB) 10,000
Total .................................right arrow 3a 4,964,230
bApproved for future payment

ST LAWRENCE UNIVERSITY
23 ROMADA DRIVE
CANTON,NY13617
NONE PC ANTHONY AND CONSTANCE SOUPIOS P71 SCHOLARSHIP 500,000
Total ................................. right arrow 3b 500,000
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 ....     14 888,577  
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 .....     15 221,663  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 6,820,976  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aLP PASS THRU INCOME
525990 5,339 01 1,357,427  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 5,339 9,288,643 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
9,293,982
(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:
EDWARD JOHN NOBLE FOUNDATION INC
EIN:
06-1055586
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT AND TAX FEES 162,391 121,793   24,398

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

TY 2024 ExpenditureResponsibilityStmt
Name:
EDWARD JOHN NOBLE FOUNDATION INC
EIN:
06-1055586
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
ST CATHERINE'S ISLAND FOUNDATION IN 182 CAMELLIA ROAD
MIDWAY,GA31320
2024-12-31 3,000,000 CONDUCT ITS EXEMPT ACTIVITIES IN CONNECTION WITH CONSERVATION, PROTECTION OF ENDANGERED SPECIES AND ACTIVITIES ON THE ISLAND. 3,000,000 NONE GRANTEE SUBMITS MONTHLY REPORTS 2025-09-30 GRANT IN COMPLIANCE

TY 2024 InvestmentsCorpBondsSchedule
Name:
EDWARD JOHN NOBLE FOUNDATION INC
EIN:
06-1055586
Name of Bond End of Year Book Value End of Year Fair Market Value
AER 3.00% 10/29/28 60,187 60,187
CISCOSYSTEMSINC 05.050% FEB 262034 31,884 31,884
CITIGROUP INC. VAR% 10/27/28 74,107 74,107
CVS HEALTH CORP 3.25% 08/15/29 36,416 36,416
FIFTH THIRD BANC VAR% 10/27/28 28,951 28,951
GOLDMAN SACHS GROUP 52,832 52,832
HOME DEPOT 5.875% 12/16/36 88,330 88,330
JPMORGAN CHASE VAR% 07/25/33 78,218 78,218
MORGAN STANLEY VAR% 01/21/33 54,833 54,833
PFIZER INVEST 4.45% 05/19/26 21,967 21,967
PFIZER INVEST 4.75% 05/19/33 11,667 11,667
PNCFINANCIALSERVICES 28,489 28,489
TRUIST FINANC 6.047% 06/08/27 27,444 27,444
U.S. BANCORP VAR% 01/27/33 28,656 28,656
VANGUARD MBS ETF 78,348 78,348
VERIZON COMM 2.65% 11/20/40 73,160 73,160
WELLS FARGO & CO VAR% 05/19/25 40,544 40,544

TY 2024 InvestmentsCorpStockSchedule
Name:
EDWARD JOHN NOBLE FOUNDATION INC
EIN:
06-1055586
Name of Stock End of Year Book Value End of Year Fair Market Value
3M COMPANY 16,653 16,653
ABBOTT LABORATORIES 253,422 253,422
ADOBE INC 177,872 177,872
ADVANCED DRAINAGE SYSTEM INC COM 96,642 96,642
ADVANCED MICRO DEVICES INC. 185,775 185,775
ALCON INC COM STK 299,237 299,237
ALLSTATE CORPORATION 305,765 305,765
ALPHABET INC CL A 671,781 671,781
ALPHABET INC CL A 409,456 409,456
ALPHABET INC CL C 369,454 369,454
ALPHABET INC CL C 526,254 526,254
AMAZON INC 308,682 308,682
AMAZON INC 685,374 685,374
AMENTUM HLDGS INC COM 67,886 67,886
AMERICAN EXPRESS CO 335,073 335,073
APPLE INC. 672,878 672,878
APPLIED MATERIALS INC 81,315 81,315
APPLIED MATERIALS INC 201,824 201,824
APTARGROUP INC COM 127,094 127,094
ARISTA NETWORKS INC COM STK 140,594 140,594
ARTHUR J GALLAGHER & CO 227,080 227,080
ASHTEAD GROUP PLC SHS 295,813 295,813
ASML HOLDING 25,644 25,644
ASPEN TECHNOLOGY, INC. COM STK 44,933 44,933
AT&T INC 31,969 31,969
AUTOMATIC DATA PROCESSING INC. 141,389 141,389
BBH INTERNATIONAL EQUITY 1,068,890 1,068,890
BECTON DICKINSON & CO. 26,770 26,770
BERKSHIRE HATHAWAY INC DEL CL B NEW 560,708 560,708
BERKSHIRE HATHAWAY INC-CL B 300,978 300,978
BLACKROCK INC 35,879 35,879
BLACKSTONE INC 42,588 42,588
BOOKING HOLDINGS INC COM STK 223,579 223,579
BOSTON SCIENTIFIC CORP 38,854 38,854
BRIGHT HORIZONS FAMILY SOLUT COM STK 60,081 60,081
BROADCOM INC 157,883 157,883
BROWN & BROWN INC 135,585 135,585
BRUKER CORP COM STK 114,192 114,192
CADENCE DESIGN SYS INC 30,046 30,046
CAPITAL ONE FINL CORP COM 537,278 537,278
CARRIER GLOBAL CORP 265,327 265,327
CBRE GROUP INC CL A 157,548 157,548
CHARTER COMMUNICATIONS INC. NEW CL A 153,561 153,561
CHENIERE ENERGY 19,338 19,338
CHEVRON CORPORATION 28,823 28,823
CISCO SYSTEMS INC 22,378 22,378
CONOCO PHILLIPS 8,826 8,826
CONSTELLATION ENERGY 15,436 15,436
CONSTELLATION SOFTWARE INC COM ISIN 939,675 939,675
COSTCO WHOLESALE CORP 246,477 246,477
CREDIT ACCEP CORP MICH COM 396,694 396,694
CROWN HOLDINGS INC COM 62,844 62,844
DARLING INGREDIENTS INC COM 87,594 87,594
DEERE CO 14,406 14,406
DISNEY COM 13,362 13,362
DUPONT 19,520 19,520
EATON CORP 52,767 52,767
ELEVANCE HEALTH INC COM 608,316 608,316
ELI LILLY & CO. 345,084 345,084
ENTEGRIS INC COM STK 124,717 124,717
EQINK INC 13,200 13,200
EUROFINS SCIENTIFIC SE ACT ISIN#FR00 563,909 563,909
EXXON MOBILE CORP 40,016 40,016
FIRST TRN CYBER SECURITY 116,748 116,748
FREEPORT-MCMORAN INC 17,669 17,669
GENERAL MOTORS CO 8,683 8,683
GFL ENVIRONMENTAL COM STK 138,074 138,074
GLOBAL X FUNDS 109,915 109,915
GLOBANT SA COM STK 120,290 120,290
GUIDEWIRE SOFTWARE INC COM STK 171,277 171,277
GXO LOGISTICS INCORPORATED COMMON ST 104,400 104,400
HEICO CORP CL A 87,085 87,085
HILTON WORLDWIDE HOLDINGS 16,313 16,313
HOME DEPOT INC 48,624 48,624
ICON PLC LTD SHS 104,855 104,855
ICON PLC LTD SHS 401,175 401,175
INTERCONTINENTALEXCHANGE INC. 248,996 248,996
INTERCONTINENTALEXCHANGE INC. 994,344 994,344
ISHARES MSCI 187,951 187,951
JACOBS SOLUTIONS INC COM 226,887 226,887
JPMORGAN CHASE & CO 70,475 70,475
KKR& CO INC 42,006 42,006
KLA CORPORATION 311,279 311,279
L3HARRIS TECHNOLOGIES 17,243 17,243
LIBERTY BROADBAND CORP COM SER A 119,645 119,645
LIBERTY BROADBAND CORP COM SER C 237,812 237,812
LIBERTY MEDIA CORP DEL COM SER A FOR 675,429 675,429
LIBERTY MEDIA CORP DEL COM SER C FOR 84,321 84,321
LINDE AG 206,823 206,823
LINDE AG 184,633 184,633
LPL FINANCIAL HOLDINGS INC COM 135,828 135,828
LVMH MOET HENNESSY 17,905 17,905
MARVELLTECH INC 50,255 50,255
MASTERCARD INC 17,376 17,376
MASTERCARD INCORPORATED 487,603 487,603
META PLATFORMS INC CL A 412,785 412,785
META PLATFORMS INC CL A 83,728 83,728
METLIFE INC 7,860 7,860
MGM RESORTS INTERNATIONAL 18,746 18,746
MICRON TECHNOLOGY, INC. 174,884 174,884
MICROSOFT CORP 421,500 421,500
MICROSOFT CORP 914,234 914,234
MISTER CAR WASH INC COM 56,133 56,133
MORGAN STALEY 45,259 45,259
NIKE INC CL B 136,206 136,206
NORTHROP GRUMMAN CORP 10,794 10,794
NUTANIX INC 14,744 14,744
NVIDIA 227,219 227,219
NVR INC COM STK 57,252 57,252
ORACLE CORP 439,096 439,096
OTIS WORLDWIDE CORPORATION 74,088 74,088
PALO ALTO NETWORKS INC 77,879 77,879
PNC FINANCIAL SERVICES GROUP 22,756 22,756
PROCTER & GAMBLE CO 27,830 27,830
PROGRESSIVE CORP OHIO 263,571 263,571
QUANTA SERVICES INC 48,356 48,356
ROLLS-ROYCE HOLDINGS PLC LONDON 1,110,494 1,110,494
RTX CORP 30,782 30,782
S&P GLOBAL INC COM STK 123,511 123,511
SALESFORCE INC 56,167 56,167
SAP AG SYSTEME ANWENDUNGEN PRODUKTE 531,412 531,412
SCHWAB CHARLES CORP NEW COM 704,797 704,797
SEMPRA 33,334 33,334
SHIFT4 PAYMENTS INC CL A 153,387 153,387
SPDR S BIOTECH 34,943 34,943
SPDR S&P 500 341,685 341,685
SYSCO CORPORATION 31,119 31,119
TAIWAN SEMICONDUCTOR MFG CO SPONSORE 561,464 561,464
TAKE-TWO INTERACTIVE SOFTWRE COM STO 117,995 117,995
TESLA INC 72,691 72,691
TEXAS INSTRUMENTS INC 187,510 187,510
THERMO FISHER SCIENTIFIC INC 260,115 260,115
TORO CO COM STK 67,364 67,364
UBER TECHNOLOGIES INC. 6,213 6,213
UNION PACIFIC CORP 11,174 11,174
UNITEDHEALTH GROUP INC COM 101,172 101,172
UNITEDHEALTH GROUP INC COM 573,645 573,645
UNIVERSAL MUSIC GROUP N V BEARER 994,727 994,727
VALERO ENERGY 22,189 22,189
VERTIV HOLDING CO 22,040 22,040
VISA INC 66,368 66,368
VISA INC - CLASS A SHARES 303,714 303,714
VISTRA CORP 14,890 14,890
VULCAN MATERIALS CO 103,921 103,921
WALMART INC 37,947 37,947
WASTE MANAGEMENT INC 33,295 33,295
WASTE MANAGEMENT INC 363,222 363,222
WATSCO INC COM STK 158,279 158,279
WEST PHARMACEUTICAL SVCS INC 65,512 65,512
WILLSCOTT MOBILE MINI HOLDINGS 56,865 56,865
WYNDHAM HOTELS & RESORTS INC COM STK 135,260 135,260
ZEBRA TECHNOLOGIES CORP COM 137,108 137,108
ZOETIS INC COM STK 122,198 122,198

TY 2024 InvestmentsGovtObligationsSch
Name:
EDWARD JOHN NOBLE FOUNDATION INC
EIN:
06-1055586
US Government Securities - End of Year Book Value:

1,908,079
US Government Securities - End of Year Fair Market Value:

1,908,079
State & Local Government Securities - End of Year Book Value:


538,640
State & Local Government Securities - End of Year Fair Market Value:


538,640


TY 2024 InvestmentsOtherSchedule2
Name:
EDWARD JOHN NOBLE FOUNDATION INC
EIN:
06-1055586
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BBH INCOME FUND-I FMV 4,854,005 4,854,005
BBH LIMITED DURATION FUND CL I FMV 907,817 907,817
BBH WEALTH GLOBAL EQUITY SERIES FMV 3,863,962 3,863,962
BBH WEALTH STRATEGIES LLC ALTAROCK FMV 4,560,865 4,560,865
BBH WEALTH STRATEGIES LLC CLARKSTON FMV 2,632,089 2,632,089
BBH WEALTH STRATEGIES LLC GQG PARTNE FMV 3,081,238 3,081,238
BBH WEALTH STRATEGIES LLC MAKAIRA FMV 2,005,793 2,005,793
BBH WEALTH STRATEGIES LLC SELECT EQU FMV 6,244,877 6,244,877
BBH WEALTH STRATEGIES LLC TRINITY ST FMV 2,203,340 2,203,340
BBH WEALTH STRATEGIES LLC VALLEY FOR 2,968,112 FMV 5,423,729 5,423,729
HIMALAYA FUND FMV 14,321,734 14,321,734
ISHARES RUSSELL 2000 FMV 751,264 751,264
ISHARES RUSSELL MID CAP FMV 753,610 753,610
MOONRISE VENTURE PARTNERS FMV 2,580,614 2,580,614
SELECT EQUITY FMV 26,087,602 26,087,602

TY 2024 LandEtcSchedule2
Name:
EDWARD JOHN NOBLE FOUNDATION INC
EIN:
06-1055586
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LAND - MIDWAY, GA 277,027 0 277,027 277,027
LAND - GREENWICH, CT 514,900 0 514,900 514,900
EQUIPMENT, FURNITURE AND IMPROVEMENTS 1,361,608 696,135 665,473 665,473
ARTWORK 10,525 0 10,525 10,525


TY 2024 LegalFeesSchedule
Name:
EDWARD JOHN NOBLE FOUNDATION INC
EIN:
06-1055586
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 78,998 0   11,477


TY 2024 OtherAssetsSchedule
Name:
EDWARD JOHN NOBLE FOUNDATION INC
EIN:
06-1055586
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
RIGHT OF USE ASSET 0 199,558 199,558
INTANGIBLE ASSET 0 241,209 241,209
SECURITY DEPOSIT 3,197 3,318 3,318


TY 2024 OtherDecreasesSchedule
Name:
EDWARD JOHN NOBLE FOUNDATION INC
EIN:
06-1055586
Description Amount
NET EFFECT FOR CHANGE IN ACCOUNTING METHOD - SEE GENERAL EXPLANATION STATEME 1,309,740


TY 2024 OtherExpensesSchedule
Name:
EDWARD JOHN NOBLE FOUNDATION INC
EIN:
06-1055586
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INFORMATION TECHNOLOGY 37,613 9,403   26,883
INSURANCE 24,670 0   43,910
MAINTENANCE 25,970 2,597   22,583
TELEPHONE, CABLE AND INTERNET 10,393 2,599   7,193
SUPPLIES AND STATIONERY 8,925 4,016   4,903
UTILITIES 7,613 1,523   13,703
DUES AND SUBSCRIPTIONS 4,429 0   3,816
PAYROLL PROCESSING 2,076 0   2,076
OTHER 6,584 1,814   6,874


TY 2024 OtherIncomeSchedule2
Name:
EDWARD JOHN NOBLE FOUNDATION INC
EIN:
06-1055586
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY INCOME 221,663 221,663 221,663
LP PASS THRU INCOME 1,362,766 1,357,427 1,362,766


TY 2024 OtherIncreasesSchedule
Name:
EDWARD JOHN NOBLE FOUNDATION INC
EIN:
06-1055586
Description Amount
UNREALIZED GAIN ON INVESTMENTS, NET OF CHANGE IN DEFERRED EXCISE TAXES 7,768,325
PENSION BENEFIT CHANGE 504,787


TY 2024 OtherLiabilitiesSchedule
Name:
EDWARD JOHN NOBLE FOUNDATION INC
EIN:
06-1055586
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED EXCISE TAXES PAYABLE 0 352,171
ACCRUED PENSION LIABILITY 0 226,911
OPERATING LEASE LIABILITY 0 224,173


TY 2024 OtherProfessionalFeesSchedule
Name:
EDWARD JOHN NOBLE FOUNDATION INC
EIN:
06-1055586
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
IT CONSULTING 1,089 0   1,089
OFFICE CONSULTING 44,142 0   38,070
HUMAN RESOURCE CONSULTING 41,830 0   41,830
INVESTMENT ADVISORY FEES 645,195 645,195   0
  0 0   0


TY 2024 TaxesSchedule
Name:
EDWARD JOHN NOBLE FOUNDATION INC
EIN:
06-1055586
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 108,954 0   0
PROPERTY TAXES 16,859 0   12,505
FOREIGN TAXES PAID 43,976 43,976   0