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
THE RESOURCE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)CO WJ MCKEEVER CO LLC PO BOX 5
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREENWICH, CT06831
A Employer identification number

22-2870501
B Telephone number (see instructions)

(203) 622-8625
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$19,725,456J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 463,634 463,634  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 445,013
b Gross sales price for all assets on line 6a 3,207,832
7 Capital gain net income (from Part IV, line 2)... 445,013
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)....... Click to see attachment
List of Attached Documents:
// Content
417 417  
12 Total. Add lines 1 through 11........ 909,064 909,064  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 199,102 34,525   164,577
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 52,100 6,773   0
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
15,593 3,119   12,474
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,964 1,993   7,971
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
84,591 84,591   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
16,304 1,409   9,431
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
646 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 594 77   517
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
16,046 2,085   13,961
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 394,940 134,572   208,931
25 Contributions, gifts, grants paid....... 1,022,500 1,022,500
26 Total expenses and disbursements. Add lines 24 and 25 1,417,440 134,572   1,231,431
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -508,376
b Net investment income (if negative, enter -0-) 774,492
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 2,703,715 1,578,130 1,578,130
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,513,654 Click to see attachment
List of Attached Documents:
// Content
815,000 		820,952
b Investments—corporate stock (attach schedule)....... 6,794,286 Click to see attachment
List of Attached Documents:
// Content
7,395,875 		11,872,549
c Investments—corporate bonds (attach schedule)....... 4,294,267 Click to see attachment
List of Attached Documents:
// Content
5,087,127 		5,298,674
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).......... 134,250 Click to see attachment
List of Attached Documents:
// Content
134,250 		152,565
14 Land, buildings, and equipment: basis right arrow3,232
Less: accumulated depreciation (attach schedule) right arrow646 0 Click to see attachment
List of Attached Documents:
// Content
2,586 		2,586
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,440,172 15,012,968 19,725,456
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) Click to see attachment
List of Attached Documents:
// Content
25,487 		Click to see attachment
List of Attached Documents:
// Content
27,835
23 Total liabilities (add lines 17 through 22)......... 25,487 27,835
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........ 12,096,097 12,174,921
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,318,588 2,810,212
29 Total net assets or fund balances (see instructions)..... 15,414,685 14,985,133
30 Total liabilities and net assets/fund balances (see instructions). 15,440,172 15,012,968
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
15,414,685
2
Enter amount from Part I, line 27a .....................
2
-508,376
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
78,824
4
Add lines 1, 2, and 3 ..........................
4
14,985,133
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,985,133
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 BERKSHIRE HATHAWAY P   2024-04-04
b COPART INC P   2024-05-08
c COPART INC P   2024-05-09
d COPART INC P   2024-05-10
e COPART INC P   2024-05-13
COPART INC P   2024-05-14
COPART INC P   2024-05-15
COPART INC P   2024-05-16
COPART INC P   2024-05-17
NESTLE S A P   2024-07-19
DIAGEO PLC P   2024-07-19
NESTLE S A P   2024-07-22
DIAGEO PLC P   2024-07-22
NESTLE S A P   2024-07-23
DIAGEO PLC P   2024-07-23
NESTLE S A P   2024-07-24
DIAGEO PLC P   2024-07-24
NESTLE S A P   2024-07-25
DIAGEO PLC P   2024-07-30
PROGRESSIVE CORP OHIO P   2024-08-09
PROGRESSIVE CORP OHIO P   2024-08-12
PROGRESSIVE CORP OHIO P   2024-08-22
BERKSHIRE HATHAWAY P   2024-08-01
BERKSHIRE HATHAWAY P   2024-09-30
BERKSHIRE HATHAWAY P   2024-10-31
PROGRESSIVE CORP OHIO P   2024-10-31
BERKSHIRE HATHAWAY P   2024-11-15
BOOKING HOLDINGS INC P   2024-11-15
PROGRESSIVE CORP OHIO P   2024-11-15
IDAHO HSG & FIN AUTH P   2024-01-04
JOBSOHIO BEVERAGE SYS P   2024-01-04
US TREASURY NT 4.375% 10-31-24 P   2024-01-24
ALPHABET INC P   2024-02-29
ALPHABET INC P   2024-02-29
JOHNSON & JOHNSON P   2024-02-29
APPLE INC P   2024-03-06
NYS MUN BD 6.636% 4-1-25 P   2024-04-01
HONEYWELL INTL INC P   2024-04-29
HONEYWELL INTL INC P   2024-04-29
HOME DEPOT P   2024-05-28
JACOBS SOLUTIONS P   2024-05-28
JACOBS SOLUTIONS P   2024-05-28
ACCENTURE PLC P   2024-07-02
APPLIED MATERIALS P   2024-07-02
APOLLO GLOBAL MGMT P   2024-07-02
EATON CORP P   2024-07-02
MICROSOFT CORP P   2024-07-02
COSTCO WHSL CORP P   2024-07-02
IDAHO HSG & FIN ASSN P   2024-07-02
ABBOTT LABS P   2024-07-29
DELL INC P   2024-07-29
VISA INC P   2024-08-01
ACCENTURE PLC P   2024-09-19
ACCENTURE PLC P   2024-09-19
ACCENTURE PLC P   2024-09-19
APPLIED MATERIALS P   2024-12-02
DANAHER CORP P   2024-12-02
THERMO FISHER SCIENTIFIC P   2024-12-02
THERMO FISHER SCIENTIFIC P   2024-12-02
(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 96,620   13,241 83,379
b 14,527   3,096 11,431
c 2,323   494 1,829
d 2,468   530 1,938
e 2,886   624 2,262
2,810   612 2,198
2,972   636 2,336
2,841   612 2,229
2,644   577 2,067
42,124   9,227 32,897
22,233   8,915 13,318
2,334   506 1,828
2,330   928 1,402
2,527   552 1,975
2,442   979 1,463
2,420   529 1,891
2,455   979 1,476
2,510   575 1,935
2,243   928 1,315
41,910   13,927 27,983
2,678   873 1,805
3,585   1,092 2,493
31,757   3,915 27,842
2,741   345 2,396
4,541   576 3,965
5,140   1,528 3,612
6,571   806 5,765
44,703   16,161 28,542
8,681   2,475 6,206
5,000   5,000 0
10,000   10,000 0
647,156   649,469 -2,313
69,099   64,960 4,139
138,199   103,401 34,798
121,140   125,055 -3,915
126,839   145,627 -18,788
30,000   30,000 0
86,584   99,605 -13,021
48,102   47,785 317
163,973   163,862 111
69,164   63,703 5,461
69,164   58,092 11,072
30,204   25,899 4,305
24,035   17,521 6,514
29,880   12,688 17,192
31,144   13,854 17,290
22,926   16,866 6,060
25,709   12,382 13,327
5,000   5,000 0
104,047   119,510 -15,463
140,515   209,983 -69,468
198,632   208,343 -9,711
100,597   36,584 64,013
50,298   38,410 11,888
50,298   38,849 11,449
164,789   157,693 7,096
120,479   115,132 5,347
105,897   24,999 80,898
52,946   56,309 -3,363
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       83,379
b       11,431
c       1,829
d       1,938
e       2,262
      2,198
      2,336
      2,229
      2,067
      32,897
      13,318
      1,828
      1,402
      1,975
      1,463
      1,891
      1,476
      1,935
      1,315
      27,983
      1,805
      2,493
      27,842
      2,396
      3,965
      3,612
      5,765
      28,542
      6,206
      0
      0
      -2,313
      4,139
      34,798
      -3,915
      -18,788
      0
      -13,021
      317
      111
      5,461
      11,072
      4,305
      6,514
      17,192
      17,290
      6,060
      13,327
      0
      -15,463
      -69,468
      -9,711
      64,013
      11,888
      11,449
      7,096
      5,347
      80,898
      -3,363
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 2 445,013
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 10,765
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 10,765
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 10,765
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 10,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,000
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 13
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 778
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right 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 arrowALISON ALLEN Telephone no.right arrow (203) 622-8625

Located atright arrow50 VISTA DRIVEGREENWICHCT 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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ALISON J ALLEN CHAIRMAN
35.00 		138,102 52,100 0
90 PUTNAM PARK
GREENWICH,CT06830
TIMOTHY HARTCH TREASURER
2.00 		0 0 0
25 FLAGLER DRIVE
GREENWICH,CT06830
ALAN D BARRY SECRETARY
5.00 		61,000 0 0
370 HERITAGE HILLS UNIT A
SOMERS,NY10589
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
17,832,436
b
Average of monthly cash balances.......................
1b
1,946,389
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
19,778,825
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
19,778,825
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
296,682
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
19,482,143
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
974,107
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
974,107
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
10,765
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,765
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
963,342
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
963,342
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
963,342
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
1,231,431
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,231,431
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 7 963,342
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...... 90,735
b From 2020...... 96,643
c From 2021...... 273,216
d From 2022...... 109,711
e From 2023...... 102,555
f Total of lines 3a through e ........ 672,860
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,231,431
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..... 963,342
e Remaining amount distributed out of corpus 268,089
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 5 940,949
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) ... 		90,735
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		850,214
10 Analysis of line 9:
a Excess from 2020.... 96,643
b Excess from 2021.... 273,216
c Excess from 2022.... 109,711
d Excess from 2023.... 102,555
e Excess from 2024.... 268,089
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AARP FOUNDATION

PO BOX 93207
LONG BEACH,CA90809 		N/A PUBLIC GENERAL PURPOSES 1,050

ABILIS INC

50 GLENVILLE STREET
GREENWICH,CT06831 		N/A PUBLIC GENERAL PURPOSES & SUPPORT "PROJECT SEARCH" 10,000

ADOPT-A-DOG

PO BOX 11135
GREENWICH,CT06831 		N/A PUBLIC GENERAL PURPOSES 5,250

AMERICARES

88 HAMILTON AVE
STAMFORD,CT06906 		N/A PUBLIC GENERAL PURPOSES 10,500

AMOGERONE VOLUNTEER FIRE COMPANY

PO BOX 121
GREENWICH,CT06836 		N/A PUBLIC GENERAL PURPOSES 1,050

AT HOME IN GREENWICH

139 E PUTNAM AVENUE
GREENWICH,CT06830 		N/A PUBLIC GENERAL PURPOSES 10,500

BACK COUNTRY JAZZ

543 RIVERSVILLE RD
GREENWICH,CT06831 		N/A PUBLIC GENERAL PURPOSES/SUMMER CAMP 2024 5,250

BARBARA'S HOUSE

100 MELROSE AVENUE STE 100
GREENWICH,CT06830 		N/A PUBLIC SENIOR SENIOR PROGRAMS 5,250

BOYS & GIRLS CLUB OF GREENWICH

4 HORSENECK LANE
GREENWICH,CT06830 		N/A PUBLIC VOCATIONAL SCHOLARSHIPS 30,000

CALL A RIDE OF GREENWICH

37 LAFAYETTE PL
GREENWICH,CT06836 		N/A PUBLIC GENERAL PURPOSES 8,925

CHAMBER PLAYERS OF THE GREENWICH SYMPHONY

PO BOX 11
GREENWICH,CT06836 		N/A PUBLIC GENERAL PURPOSES 4,200

CHARLESTON DOG SHELTER

PO BOX 118
CHARLESTON,AR72933 		N/A PUBLIC GENERAL PURPOSES 5,250

COFFEE FOR GOOD INC

48 MAPLE AVENUE
GREENWICH,CT06830 		N/A PUBLIC GENERAL PURPOSES 5,250

CONNECTICUT AGAINST GUN VIOLENCE CAGV

PO BOX 123
RIDGEFIELD,CT06877 		N/A PUBLIC GENERAL PURPOSES 3,150

CONNECTICUT HUMANE SOCIETY

455 POST RD E
WESTPORT,CT06880 		N/A PUBLIC GENERAL PURPOSES 5,250

CPTV - WNPR (CT PUBLIC)

1049 ASYLUM AVE
HARTFORD,CT06105 		N/A PUBLIC GENERAL PURPOSES 10,500

ERIC CARLE MUSEUM OF PICTURE BOOK ART INC

125 W BAY RD
AMHERST,MA01002 		N/A PUBLIC GENERAL PURPOSES 21,000

FAMILY CENTERS

40 ARCH STREET
GREENWICH,CT06830 		N/A PUBLIC WINDROSE WORK EXPERIENCE & STIPENDS $30,480; ANCHOR $50,000; RITE START BONUS $3,500; FAMILY FIRST IN EDUCATION $75,000 & FRIENDLY CONNECTIONS $50,000 208,980

FAMILY RE ENTRY

9 MOTT AVE STE 104
NORWALK,CT06850 		N/A PUBLIC GENERAL PURPOSES 4,200

FILLING IN THE BLANKS

346 MAIN AVENUE 3A
NORWALK,CT06851 		N/A PUBLIC GENERAL PURPOSES 3,150

FRIENDS OF GREENWICH LIBRARY

101 WEST PUTNAM AVE
GREENWICH,CT06830 		N/A PUBLIC GENERAL PURPOSES 2,100

FRIENDS OF NATHANIEL WITHERELL

70 PARSONAGE ROAD
GREENWICH,CT06830 		N/A PUBLIC GENERAL PURPOSES 5,250

FRIENDS OF THE FAMILY CENTRE

PO BOX 1284
BRONX,NY10471 		N/A PUBLIC GENERAL PURPOSES 6,300

FUTURE FIVE

4 LANDMARK SQUARE
STAMFORD,CT06901 		N/A PUBLIC GENERAL PURPOSES 5,250

GIVING TREE GLOBAL

65 ORCHARD AVENUE
RYE,NY10580 		N/A PUBLIC GENERAL PURPOSES 1,050

GREEN CHIMNEYS

400 DOANSBURG ROAD
BREWSTER,NY10509 		N/A PUBLIC GENERAL PURPOSES 3,150

GREENWICH ALLIANCE FOR EDUCATION

48 MAPLE AVENUE
GREENWICH,CT06830 		N/A PUBLIC SUPPORT TRAVEL EXPENSE $3,000 & AVID SCHOLARSHIPS $40,000 43,000

GREENWICH DEPT OF HUMAN SERVICES FUND

101 FIELD POINT RD
GREENWICH,CT06830 		N/A PUBLIC 2025 GREENWICH YOUTH CONSERVATION PROGRAM $15,000 & 2024 CAMPERSHIP $10,000 25,000

GREENWICH EMERGENCY MEDICAL SERVICE

1111 EAST PUTNAM AVE
RIVERSIDE,CT06878 		N/A PUBLIC GENERAL PURPOSES 10,500

GREENWICH GREEN & CLEAN

113 PEMBERWICK ROAD
GREENWICH,CT06831 		N/A PUBLIC GENERAL PURPOSES 2,100

GREENWICH LAND TRUST

370 ROUND HILL RD
GREENWICH,CT06831 		N/A PUBLIC YOUTH CORP & INTERN 30,000

GREENWICH RIDING & TRAILS ASSOC GRTA

PO BOX 1403
GREENWICH,CT06836 		N/A PUBLIC GENERAL PURPOSES 1,050

GREENWICH SYMPHONY ORCHESTRA

PO BOX 35
GREENWICH,CT06836 		N/A PUBLIC GENERAL PURPOSES 5,250

GREENWICH TREE CONSERVANCY

PO BOX 4215
GREENWICH,CT06831 		N/A PUBLIC GENERAL PURPOSES 1,050

GREENWICH UNITED WAY

500 WEST PUTNAM AVE SUITE 415
GREENWICH,CT06830 		N/A PUBLIC GENERAL PURPOSES 5,000

GUIDING EYES FOR THE BLIND

611 GRANITE SPRINGS RD
YORKTOWN HEIGHTS,NY10598 		N/A PUBLIC GENERAL PURPOSES 40,000

HAMILTON AVENUE SCHOOL PTA

184 HAMILTON AVENUE
GREENWICH,CT06830 		N/A PUBLIC SUPPORT ODYSSEY OF THE MIND 3,000

HILL HOUSE

10 RIVERSIDE AVENUE
RIVERSIDE,CT06878 		N/A PUBLIC GENERAL PURPOSES 15,750

HORIZONS AT BRUNSWICK SCHOOL

100 MAHER AVENUE
GREENWICH,CT06830 		N/A PUBLIC SUPPORT CLASS & 3 INTERNS 44,789

JM WRIGHT TECH PFO

120 BRIDGE STREET
STAMFORD,CT06905 		N/A PUBLIC SKILLS USA 2023 5,865

JEWISH FAMILY SERVICES OF GREENWICH

ONE HOLLY HILL LANE
GREENWICH,CT06830 		N/A PUBLIC GENERAL PURPOSES 2,625

JUSTICE IN MOTION

789 WASHINGTON AVE
BROOKLYN,NY11238 		N/A PUBLIC GENERAL PURPOSES 5,250

KIDS IN CRISIS

1 SALEM ST
COS COB,CT06807 		N/A PUBLIC KID TALK, CLUB KIDS & GENERAL PURPOSES 68,250

LAUREL HOUSE

1616 WASHINGTON BLVD
STAMFORD,CT06902 		N/A PUBLIC GENERAL PURPOSES 10,500

LUCKY DOG REFUGE CT

36 PULASKI STREET
STAMFORD,CT06902 		N/A PUBLIC GENERAL PURPOSES 525

MEALS ON WHEELS

89 MAPLE AVE
GREENWICH,CT06830 		N/A PUBLIC GENERAL PURPOSES 7,875

MIANUS RIVER GORGE PRESERVE

167 MIANUS RIVER ROAD
BEDFORD,NY10506 		N/A PUBLIC GENERAL PURPOSES 3,150

NEIGHBOR TO NEIGHBOR

248 EAST PUTNAM AVENUE
GREENWICH,CT06830 		N/A PUBLIC GENERAL PURPOSES 10,500

NEW LIFE OF NEW YORK CITY

475 RIVERSIDE DR STE 1372/1371
NEW YORK,NY10115 		N/A PUBLIC GENERAL PURPOSES 525

NEW YORK COMMON PANTRY

8 EAST 109TH STREET
NEW YORK,NY10029 		N/A PUBLIC GENERAL PURPOSES 525

NORWALK COMMUNITY COLLEGE FOUNDATION

188 RICHARDS AVE
NORWALK,CT06854 		N/A PUBLIC SCHOLARSHIPS - PATH TO SUCCESS 10,000

OUR COMPANIONS

PO BOX 956
MANCHESTER,CT06045 		N/A PUBLIC GENERAL PURPOSES 5,250

PARSONAGE COTTAGE

88 PARSONAGE RD
GREENWICH,CT06830 		N/A PUBLIC GENERAL PURPOSES 5,250

PHILOXENIA INC

PO BOX 162
BRONXVILLE,NY10708 		N/A PUBLIC GENERAL PURPOSES 1,050

PUPPIES BEHIND BARS

263 W 38TH ST
NEW YORK,NY10018 		N/A PUBLIC GENERAL PURPOSES 15,750

RADIO WNYC NYPR

160 VARICK STREET
NEW YORK,NY10013 		N/A PUBLIC GENERAL PURPOSES 15,766

RE RUN INC

236A WATERS RD
EAST GREENBUSH,NY12061 		N/A PUBLIC GENERAL PURPOSES 1,050

RISING STARR HORSE RESCUE

39 PICKETTS RIDGE RD
WEST REDDING,CT06896 		N/A PUBLIC GENERAL PURPOSES 1,050

RIVER HOUSE

125 RIVER RD EXT
COS COB,CT06807 		N/A PUBLIC ADMISSIONS SURVEY/REVIEW 7/24 - 6/25 25,000

STUDIO INSTITUTE

410 WEST 59TH STREET
NEW YORK,NY10019 		N/A PUBLIC GENERAL PURPOSES 21,000

THE GREENWICH SENTINEL FOUNDATION

PO BOX 279
GREENWICH,CT06836 		N/A PUBLIC GENERAL PURPOSES 525

THE SALVATION ARMY

198 SELLECK STREET
STAMFORD,CT06902 		N/A PUBLIC MUSIC PROGRAM & DIAPER BANK 27,625

THIRTEEN

825 EIGHT AVENUE
NEW YORK,NY10019 		N/A PUBLIC GENERAL PURPOSES 10,500

TRANSPORTATION ASSOCIATION OF GREENWICH

13 RIVERSIDE AVE
RIVERSIDE,CT06878 		N/A PUBLIC GENERAL PURPOSES 15,750

UNION FREE PUBLIC LIBRARY

979 BUCKLEY HWY
UNION,CT06076 		N/A PUBLIC GENERAL PURPOSES 525

UNION VOLUNTEER FIRE DEPARTMENT

1049 BUCKLEY HIGHWAY
UNION,CT06076 		N/A PUBLIC GENERAL PURPOSES 525

VAUGHN COLLEGE

86-01 23RD AVENUE
FLUSHING,NY11369 		N/A PUBLIC SCHOLARSHIPS 100,000

WATERSIDE SCHOOL

770 PACIFIC STREET
STAMFORD,CT06902 		N/A PUBLIC GENERAL PURPOSES 26,250

WISHES FOR HORSES

43 OAKHILL AVENUE
NORWALK,CT06854 		N/A PUBLIC GENERAL PURPOSES 5,250

WLIW21

825 EIGHTH AVENUE
NEW YORK,NY10019 		N/A PUBLIC GENERAL PURPOSES 10,500
Total .................................right arrow 3a 1,022,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 463,634  
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 .....     14 417  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 445,013  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 909,064 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
909,064
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE RESOURCE FOUNDATION INC
EIN:
22-2870501
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING AND TAX SERVICES 9,964 1,993   7,971

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TY 2024 DepreciationSchedule
Name:
THE RESOURCE FOUNDATION INC
EIN:
22-2870501
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
COMPUTER 2024-01-31 3,232   200DB 5.000000000000 646 0    

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE RESOURCE FOUNDATION INC
EIN:
22-2870501
Name of Bond End of Year Book Value End of Year Fair Market Value
ADVENTIST HEALTH SYS 5.43% 3-1-32 180,000 182,687
AIR LEASE CORP 5.85% 12-15-27 123,704 128,500
AMAZON.COM INC 4.7% 12-1-32 149,964 149,868
AMERICAN TOWER CORP 5.65% 3-15-33 99,649 102,999
AMERN EXPRESS CO 5.85% 11-5-27 99,928 103,990
ATHENE HDG LTD 6.65% 2-1-33 49,861 54,511
BARINGS LOAN SUB TRUST - 2017 186,387 331,015
BBH INCOME FUND - 1 2,171,990 2,137,466
BBH LIMITED DURATION FD 1,220,589 1,272,881
CHURCH & DWIGHT CO 5.6% 11-15-32 99,815 103,700
MORGAN STANLEY 5.948% 1-19-38 125,000 128,557
PNC FINL SERVICES 5.354% 12-2-28 175,000 178,136
PRINCETON THEOLOGICAL 5.2% 7-1-33 155,444 150,617
ROYAL BK OF CANADA 5% 2-1-33 149,796 150,522
US BANCORP 4.839% 2-1-34 100,000 97,618
LBC CREDIT PARTNERS III 0 25,607

TY 2024 InvestmentsCorpStockSchedule
Name:
THE RESOURCE FOUNDATION INC
EIN:
22-2870501
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOT LABORATORIES 66,525 61,306
ADOBE INC 27,564 31,128
ALCON 32,115 63,498
ALPHABET INC 10,472 140,926
ALTAROCK PARTNERS 202,681 898,021
AMAZON 78,084 109,695
APOLLO GLOBAL MGMT INC 139,568 454,190
ARTHUR GALLAGHER & CO 23,698 75,501
BBH CAPITAL PARTNERS V-1 0 147,459
BBH CAPITAL PTRS-OPPORTUNITIES (CAYMAN) 3 93,231 33,790
BBH PARTNER FD - INTL EQUITY 818,626 1,129,990
BERKSHIRE HATHAWAY 7,196 56,660
BLACKSTONE INC 92,420 215,525
BOOKING HOLDINGS 13,804 39,747
CLARKSTON CAPITAL PRTNRS 210,000 465,192
CLARKSTON FOUNDERS FUND 493,800 544,333
COSTCO WHOLESALE CORP 84,253 218,989
EATON CORP PLC 90,050 215,716
GQG PTRS EMERG MKTS EQUIT SRS 329,101 430,488
IBM 160,838 219,830
KLA CORP 10,546 68,053
LINDE PLC 55,575 142,348
MASTERCARD 50,581 105,841
MICROSOFT CORP 308,673 390,731
NIKE INC 59,866 55,996
ORACLE CORP 34,394 132,146
PROGRESSIVE CORP OHIO 10,044 33,066
S&P GLOBAL INC 57,279 82,673
SELECT EQUITY SERIES 1,045,000 1,551,466
SHERWIN-WILLIAMS CO 139,713 169,965
SILVER POINT DISTRESSED OPPRTY 32,272 172,840
TEXAS INSTRUMENTS INC 54,182 60,753
THERMO FISHER SCIENTIFIC 65,265 75,433
UNITED HEALTH GROUP INC 29,186 27,822
VALLEY FORGE LARGE CAP EQ SRS 560,000 953,515
WASTE MANAGEMENT 31,055 109,168
ZOETIS INC 14,756 82,931
COTERRA ENERGY INC 127,252 128,645
EOG RESOURCES INC 62,707 68,277
OTIS WORLDWIDE CORP 15,250 14,632
APPLIED MATERIALS INC 19,542 17,402
AUTOMATED DATA PROCESSING INC 21,298 24,589
CADENCE DESIGN SYS INC 9,815 11,117
BROADCOM INC 158,711 289,800
EMERSON ELECTRIC CO 159,425 185,895
GOLDMAN SACHS GROUP INC 161,463 200,417
INTUITIVE SURGICAL INC 184,172 260,980
MARTIN MARIETTA MATERIALS 198,828 180,775
META PLATFORMS INC 130,507 146,377
QUANTA SERVICES 157,653 158,025
ROPER TECHNOLOGIES INC 193,081 181,947
VERALTO CORP 108,882 101,850
SPDR SRS TRUST BIOTECH ETF 154,876 135,090

TY 2024 InvestmentsGovtObligationsSch
Name:
THE RESOURCE FOUNDATION INC
EIN:
22-2870501
US Government Securities - End of Year Book Value:

0
US Government Securities - End of Year Fair Market Value:

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


815,000
State & Local Government Securities - End of Year Fair Market Value:


820,952


TY 2024 InvestmentsOtherSchedule2
Name:
THE RESOURCE FOUNDATION INC
EIN:
22-2870501
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BANK OF AMERICA CORP 5.875% PER FMV 134,250 152,565

TY 2024 LandEtcSchedule2
Name:
THE RESOURCE FOUNDATION INC
EIN:
22-2870501
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
COMPUTER 3,232 646 2,586  


TY 2024 LegalFeesSchedule
Name:
THE RESOURCE FOUNDATION INC
EIN:
22-2870501
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 15,593 3,119   12,474


TY 2024 OtherExpensesSchedule
Name:
THE RESOURCE FOUNDATION INC
EIN:
22-2870501
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 171 22   149
TELEPHONE/CELL PHONE 1,623 211   1,412
AUTO EXPENSES 9,208 1,197   8,011
INSURANCE 4,770 620   4,150
SUPPLIES 188 24   164
POSTAGE & DELIVERY SERVICES 10 1   9
SOFTWARE SUBCRIPTIONS 76 10   66


TY 2024 OtherIncomeSchedule2
Name:
THE RESOURCE FOUNDATION INC
EIN:
22-2870501
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 417 417 417


TY 2024 OtherIncreasesSchedule
Name:
THE RESOURCE FOUNDATION INC
EIN:
22-2870501
Description Amount
DIFFERENCE BETWEEN FMV AND BOOK VALUE 78,824


TY 2024 OtherLiabilitiesSchedule
Name:
THE RESOURCE FOUNDATION INC
EIN:
22-2870501
Description Beginning of Year - Book Value End of Year - Book Value
PAYROLL LIABILITIES 5,041 5,041
CREDIT CARD PAYABLE 20,446 22,794


TY 2024 OtherProfessionalFeesSchedule
Name:
THE RESOURCE FOUNDATION INC
EIN:
22-2870501
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODIAL & MANAGEMENT FEES 84,591 84,591   0


TY 2024 TaxesSchedule
Name:
THE RESOURCE FOUNDATION INC
EIN:
22-2870501
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 10,840 1,409   9,431
TAX ON INVESTMENT INCOME - SECTION 4940 5,464 0   0